iShares MSCI USA Momentum FaMTUMETF
13F holders, Q2 2024 (June 30)693holders +11
70new positions
66sold out
5famous investors
$193.91avg. 13F price*
At the end of Q2 2024, 693 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 11 from Q1 2024. 70 opened new positions and 66 sold out. The largest holders were Envestnet Asset Management Inc. ($1.5B), Mercer Global Advisors Inc. ($1.5B) and Raymond James & Associates ($475.8M). 5 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $75.6M |
| Exits | 66 | $67.2M |
All 13F filers, Q1 2024 → Q2 2024: 3,523,193 shares bought and 3,519,213 shares sold, net +3,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 693 holders
| Envestnet Asset Management Inc. | 0.54% | Reduce -4.5% | 7,895,907 | $1.5B |
| Mercer Global Advisors Inc. | 3.99% | Add +2.9% | 7,551,417 | $1.5B |
| Raymond James & Associates | 0.31% | Reduce -2.6% | 2,441,423 | $475.8M |
| Bank of America Corp. | 0.03% | Add +19.6% | 1,834,968 | $357.6M |
| Assetmark, Inc. | 0.98% | Add +4.5% | 1,620,092 | $315.7M |
| BlackRock Inc. | 0.01% | Reduce -4.5% | 1,506,471 | $293.6M |
| Morgan Stanley | 0.02% | Add +0.9% | 1,430,728 | $278.8M |
| State of Michigan Retirement System | 1.30% | Reduce -7.7% | 1,293,590 | $252.1M |
| Blue Trust, Inc. | 3.14% | Reduce -1.3% | 1,223,067 | $229.1M |
| Savant Capital, LLC | 2.18% | Reduce -3.6% | 1,115,289 | $217.3M |
| JPMorgan Chase & Co. | 0.02% | Add +333.4% | 1,099,505 | $214.3M |
| Cerity Partners LLC | 0.55% | Reduce -0.6% | 1,047,672 | $204.2M |
| Wealth Enhancement Advisory Services, LLC | 0.47% | Reduce -3.2% | 1,018,789 | $198.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4.88% | Add +1.1% | 830,036 | $161.7M |
| UBS Group AG | 0.04% | Reduce -6.1% | 714,323 | $139.2M |
| Ameriprise Financial Inc. | 0.04% | Reduce -6.7% | 670,657 | $130.7M |
| Corient Private Wealth LP | 0.22% | Add +0.6% | 659,329 | $128.5M |
| LPL Financial LLC | 0.06% | Reduce -0.6% | 607,818 | $118.4M |
| Wells Fargo & Company | 0.03% | Add +5.7% | 604,280 | $117.8M |
| FMR LLC | 0.01% | Add +5.6% | 600,925 | $117.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +56.1% | 571,946 | $111.5M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.3% | 543,376 | $105.9M |
| Symmetry Partners, LLC | 5.43% | Add +62.8% | 541,276 | $105.5M |
| Cwm, LLC | 0.47% | Reduce -38.7% | 511,891 | $99.8M |
| AdvisorShares Investments LLC | 16.56% | Reduce -2.0% | 487,118 | $95.1M |
| Horizon Investments, LLC | 2.22% | Reduce -0.2% | 412,290 | $80.3M |
| Raymond James Financial Services Advisors, Inc. | 0.11% | Add +6.0% | 390,151 | $76.0M |
| Royal Bank of Canada | 0.02% | Reduce -5.1% | 386,423 | $75.3M |
| Arizona PSPRS Trust | 4.52% | — | 355,498 | $69.3M |
| Apella Capital, LLC | 2.85% | Add +0.3% | 318,690 | $63.7M |
| Trilogy Capital Inc. | 2.98% | Add +11.9% | 281,971 | $54.9M |
| Foster Group, Inc. | 2.13% | Add +281.1% | 277,940 | $54.2M |
| Bank of New York Mellon Corp | 0.01% | Reduce -32.4% | 277,099 | $54.0M |
| High Probability Advisors, LLC | 9.59% | Add +35.7% | 271,275 | $52.9M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -10.9% | 260,257 | $50.7M |
| Keybank National Association | 0.18% | Reduce -25.2% | 230,760 | $45.0M |
| Osaic Holdings, Inc. | 0.11% | Reduce -21.9% | 230,000 | $44.8M |
| Strategic Financial Services, Inc. | 2.64% | Add +101.5% | 214,248 | $41.8M |
| Armbruster Capital Management, Inc. | 8.62% | Add +2.0% | 213,014 | $41.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.4% | 203,140 | $39.6M |
| Ameritas Advisory Services, LLC | 1.46% | Reduce -1.3% | 198,184 | $38.6M |
| Kathmere Capital Management, LLC | 3.71% | Add +2.4% | 179,752 | $35.0M |
| Janney Montgomery Scott LLC | 0.11% | Reduce -10.3% | 176,998 | $34.5M |
| Stonehearth Capital Management, LLC | 14.72% | Add +3.9% | 176,411 | $34.4M |
| Cetera Investment Advisers | 0.08% | Reduce -0.8% | 174,238 | $34.0M |
| Integrated Wealth Concepts LLC | 0.43% | Reduce -10.7% | 162,161 | $31.6M |
| Two Sigma Advisers, LP | 0.07% | New | 159,700 | $31.1M |
| 1900 Wealth Management LLC | 2.60% | Reduce -15.8% | 142,570 | $27.8M |
| Cobblestone Capital Advisors LLC | 1.64% | Add +1.2% | 136,708 | $26.6M |
| Insight Wealth Strategies, LLC | 3.74% | Add +1.2% | 135,028 | $26.3M |
| OneDigital Investment Advisors LLC | 0.31% | Add +10.9% | 128,544 | $25.0M |
| Acropolis Investment Management, LLC | 1.52% | Add +7.9% | 123,735 | $24.1M |
| CFO4Life Group, LLC | 4.52% | Reduce -0.7% | 123,396 | $24.0M |
| Invst, LLC | 2.47% | Reduce -5.0% | 114,765 | $22.4M |
| Captrust Financial Advisors | 0.07% | Reduce -3.9% | 114,352 | $22.3M |
| Private Advisor Group, LLC | 0.15% | Reduce -5.7% | 112,490 | $21.9M |
| Baird Financial Group, Inc. | 0.04% | Add +1.0% | 107,169 | $20.9M |
| Sensible Financial Planning & Management, LLC. | 4.34% | Reduce -1.6% | 103,150 | $20.1M |
| Bell Investment Advisors, Inc | 3.80% | Reduce -2.8% | 99,327 | $19.4M |
| Yeomans Consulting Group, Inc. | 7.09% | Reduce -6.8% | 94,120 | $18.3M |
| Oxford Financial Group, LTD. LLC | 1.20% | Reduce -14.3% | 93,525 | $18.2M |
| Glenview Trust Co | 0.37% | Reduce -4.9% | 93,118 | $18.1M |
| Oppenheimer & Co. Inc. | 0.28% | Reduce -7.7% | 91,884 | $17.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -4.0% | 88,615 | $17.3M |
| Summit Wealth Group, LLC | 5.13% | Reduce -0.5% | 87,738 | $17.1M |
| Meredith Wealth Planning | 8.77% | Reduce -2.6% | 85,914 | $16.7M |
| Journey Advisory Group, LLC | 1.99% | Reduce -0.3% | 85,431 | $16.6M |
| Trinity Wealth Management, LLC | 8.27% | Reduce -0.3% | 85,117 | $16.6M |
| Sollinda Capital Management LLC | 4.86% | Add +6041.1% | 81,861 | $16.0M |
| Prudent Investors Network, Inc. | 5.58% | Add +1.8% | 79,185 | $15.4M |
| New York Life Investment Management LLC | 0.15% | Add +330.5% | 77,806 | $15.2M |
| Mariner, LLC | 0.03% | Reduce -2.8% | 76,667 | $14.9M |
| Stifel Financial Corp. | 0.02% | Add +16.2% | 75,154 | $14.6M |
| Sanchez Wealth Management Group | 4.73% | Add +5.4% | 74,901 | $14.6M |
| Advisory Services Network, LLC | 0.28% | Add +3.9% | 68,554 | $13.4M |
| MA Private Wealth | 2.62% | Reduce -2.2% | 68,043 | $13.3M |
| CPC Advisors, LLC | 2.08% | Reduce -1.4% | 64,741 | $12.6M |
| Straight Path Wealth Management | 6.27% | Add +4.5% | 62,600 | $12.2M |
| Foundations Investment Advisors, LLC | 0.29% | Reduce -28.7% | 61,954 | $12.1M |
| Jmac Enterprises LLC | 2.11% | Reduce -1.9% | 61,662 | $12.0M |
| GeoWealth Management, LLC | 0.51% | Reduce -43.0% | 60,354 | $11.8M |
| Waverly Advisors, LLC | 0.23% | Add +14.0% | 60,341 | $11.8M |
| Well Done, LLC | 2.38% | Reduce -2.1% | 58,781 | $11.5M |
| MML Investors Services, LLC | 0.05% | Reduce -15.2% | 58,413 | $11.4M |
| Franklin Resources Inc. | 0.00% | Reduce -9.1% | 55,348 | $10.8M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -1.0% | 53,935 | $10.5M |
| Van Hulzen Asset Management, LLC | 0.69% | Add +103.3% | 52,729 | $10.3M |
| Beacon Pointe Advisors, LLC | 0.12% | Reduce -2.0% | 52,090 | $10.2M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.30% | Add +106.8% | 51,183 | $10.0M |
| Financial Advocates Investment Management | 0.61% | Add +117.4% | 24,753 | $9.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +21.3% | 49,281 | $9.6M |
| Choreo, LLC | 0.16% | Add +4.5% | 48,238 | $9.4M |
| Aptus Capital Advisors, LLC | 0.18% | Reduce -21.5% | 48,023 | $9.4M |
| Global Wealth Strategies & Associates | 3.27% | Add +23.2% | 46,702 | $9.1M |
| Park Avenue Securities LLC | 0.11% | Add +9.4% | 45,970 | $9.0M |
| M&T Bank Corp | 0.03% | Reduce -22.0% | 44,740 | $8.7M |
| Garrett Wealth Advisory Group, LLC | 3.15% | Reduce -0.9% | 44,136 | $8.6M |
| HighTower Advisors, LLC | 0.01% | Add +4.5% | 44,090 | $8.6M |
| EdgeRock Capital LLC | 6.50% | Reduce -5.3% | 43,075 | $8.4M |
| Atria Investments, Inc | 0.11% | Add +2.9% | 42,424 | $8.3M |
| Opes Wealth Management LLC | 1.71% | Reduce -5.1% | 42,082 | $8.2M |
| Chicago Partners Investment Group LLC | 0.32% | Reduce -2.0% | 44,238 | $8.2M |
| Tacita Capital Inc | 5.69% | Reduce -4.8% | 41,330 | $8.1M |
| Lido Advisors, LLC | 0.07% | Reduce -13.6% | 40,948 | $8.0M |
| Centaurus Financial, Inc. | 0.52% | Reduce -4.6% | 40,339 | $7.9M |
| Financial Architects, LLC | 5.20% | Reduce -4.5% | 39,270 | $7.7M |
| AE Wealth Management LLC | 0.08% | Reduce -68.1% | 38,817 | $7.6M |
| Capital Investment Advisory Services, LLC | 0.76% | Add +320.1% | 37,637 | $7.3M |
| Harbour Investments, Inc. | 0.24% | Reduce -0.2% | 36,317 | $7.1M |
| Forefront Analytics, LLC | 3.30% | Add +1.0% | 35,342 | $6.9M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -20.9% | 35,131 | $6.8M |
| Capital Planning LLC | 2.05% | Add +0.9% | 35,110 | $6.8M |
| Gallagher Fiduciary Advisors, LLC | 1.53% | Add +18.3% | 34,951 | $6.8M |
| Atlas Capital Advisors Inc. | 0.87% | Reduce -4.6% | 34,403 | $6.7M |
| Brickley Wealth Management | 1.46% | No change | 34,291 | $6.7M |
| Two Sigma Investments, LP | 0.02% | New | 33,700 | $6.6M |
| Truist Financial Corp. | 0.01% | Add +2.7% | 33,174 | $6.5M |
| Creative Planning | 0.01% | Reduce -11.4% | 33,049 | $6.4M |
| Exencial Wealth Advisors, LLC | 0.22% | Reduce -2.2% | 30,403 | $5.9M |
| US Bancorp \de | 0.01% | Reduce -3.4% | 30,391 | $5.9M |
| Raymond James Trust N.A. | 0.14% | Add +9.3% | 29,618 | $5.8M |
| Bryant Woods Investment Advisors, LLC | 4.18% | Add +264.2% | 41,082 | $5.7M |
| Strategic Investment Advisors / MI | 0.69% | Add +3.6% | 29,181 | $5.7M |
| Prime Capital Investment Advisors, LLC | 0.08% | Reduce -26.0% | 26,753 | $5.2M |
| Haverford Trust Co | 0.05% | Add +9.6% | 26,529 | $5.2M |
| Shufro Rose & Co. LLC | 0.42% | Add +14.4% | 26,524 | $5.2M |
| Cozad Asset Management Inc. | 0.52% | Add +1.7% | 26,481 | $5.2M |
| NewEdge Advisors, LLC | 0.04% | Add +79.0% | 26,354 | $5.1M |
| Sanctuary Advisors, LLC | 0.04% | — | 28,460 | $5.1M |
| Q3 Asset Management | 1.15% | Reduce -70.3% | 25,931 | $5.1M |
| Marshall Wace, LLP | 0.01% | Add +253.6% | 24,753 | $4.8M |
| Sax Wealth Advisors, LLC | 0.46% | Reduce -3.5% | 24,510 | $4.8M |
| Royal Fund Management, LLC | 0.61% | Reduce -21.2% | 23,175 | $4.6M |
| Gladstone Institutional Advisory LLC | 0.24% | Add +33.7% | 23,279 | $4.5M |
| Shepherd Kaplan Krochuk, LLC | 3.50% | Reduce -32.5% | 22,725 | $4.4M |
| 360 Financial, Inc. | 1.66% | Reduce -0.8% | 22,511 | $4.4M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -44.2% | 22,463 | $4.4M |
| IFG Advisory, LLC | 0.28% | Reduce -0.7% | 22,443 | $4.4M |
| Unison Advisors LLC | 0.54% | Add +8.2% | 22,170 | $4.3M |
| Csenge Advisory Group | 0.24% | Reduce -0.9% | 22,085 | $4.3M |
| Southland Equity Partners LLC | 1.19% | Reduce -0.9% | 21,331 | $4.2M |
| Oxford Wealth Group, LLC | 2.80% | Add +39.9% | 20,924 | $4.1M |
| Professional Financial Advisors, LLC | 1.12% | Add +2.7% | 20,868 | $4.1M |
| Daiichi Life Insurance Co., Ltd. | 0.10% | Reduce -36.4% | 20,807 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +11.3% | 20,659 | $4.0M |
| Arrow Investment Advisors, LLC | 3.65% | Reduce -6.5% | 20,528 | $4.0M |
| Founders Financial Securities LLC | 0.38% | Reduce -0.1% | 20,460 | $4.0M |
| First Business Financial Services, Inc. | 0.42% | No change | 20,335 | $4.0M |
| Plotkin Financial Advisors, LLC | 2.54% | Reduce -0.3% | 20,264 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +264.0% | 19,703 | $3.8M |
| Rinkey Investments | 1.38% | Reduce -3.9% | 19,663 | $3.8M |
| Anderson Hoagland & Co. | 0.40% | Reduce -16.9% | 19,160 | $3.8M |
| DAVENPORT & Co LLC | 0.02% | Add +4.3% | 19,630 | $3.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +580.9% | 19,577 | $3.8M |
| Comerica Bank | 0.02% | Reduce -0.1% | 19,254 | $3.8M |
| Kingswood Wealth Advisors, LLC | 0.34% | Add +0.1% | 19,144 | $3.7M |
| Bellwether Advisors, LLC | 0.77% | Add +0.8% | 18,732 | $3.7M |
| Betterment LLC | 0.01% | Add +2.7% | 18,649 | $3.6M |
| Citigroup Inc. | 0.00% | Add +172.0% | 18,512 | $3.6M |
| Guerra Pan Advisors, LLC | 2.97% | Add +0.0% | 18,239 | $3.6M |
| CVA Family Office, LLC | 0.63% | Reduce -1.9% | 18,092 | $3.5M |
| Intrust Bank NA | 0.37% | Reduce -0.1% | 17,974 | $3.5M |
| Prudential Financial Inc. | 0.01% | Reduce -15.5% | 17,472 | $3.4M |
| Arq Wealth Advisors, LLC | 1.46% | Reduce -12.5% | 17,348 | $3.4M |
| Great Oak Capital Partners, LLC | 1.25% | Reduce -58.0% | 18,015 | $3.3M |
| Eldridge Investment Advisors, Inc. | 0.84% | Add +177.2% | 17,050 | $3.3M |
| RHS Financial, LLC | 2.03% | Reduce -19.5% | 16,994 | $3.3M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.81% | Reduce -10.0% | 16,907 | $3.3M |
| Advantage Trust Co | 2.26% | No change | 16,161 | $3.1M |
| Sigma Planning Corp | 0.10% | Add +3.7% | 15,634 | $3.0M |
| Vident Advisory, LLC | 0.08% | Add +45.8% | 15,565 | $3.0M |
| Hilltop Holdings Inc. | 0.35% | Reduce -41.2% | 15,464 | $3.0M |
| Audent Global Asset Management, LLC | 3.09% | Reduce -0.9% | 15,240 | $3.0M |
| Scotia Capital Inc. | 0.02% | Reduce -56.8% | 15,162 | $3.0M |
| Fluent Financial, LLC | 1.48% | New | 15,077 | $2.9M |
| SageView Advisory Group, LLC | 0.18% | New | 14,910 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.8% | 14,684 | $2.9M |
| Prospera Financial Services Inc | 0.08% | Reduce -9.7% | 14,304 | $2.8M |
| Bright Financial Advisors, Inc. | 1.95% | New | 14,159 | $2.8M |
| Axiom Advisory, LLC | 0.03% | New | 14,752 | $2.8M |
| Valmark Advisers, Inc. | 0.05% | Reduce -1.2% | 13,859 | $2.7M |
| Legacy Private Trust Co. | 0.18% | Reduce -6.5% | 13,039 | $2.5M |
| Donaldson Capital Management, LLC | 0.11% | Reduce -14.2% | 12,912 | $2.5M |
| Dorsey Wright & Associates | 0.65% | Reduce -0.7% | 12,803 | $2.5M |
| Biondo Investment Advisors, LLC | 0.37% | Add +1.6% | 12,783 | $2.5M |
| Weaver Consulting Group | 0.84% | Reduce -2.4% | 12,311 | $2.4M |
| BNP Paribas Financial Markets | 0.00% | Add +70.0% | 12,179 | $2.4M |
| Moulton Wealth Management, Inc. | 2.13% | New | 11,685 | $2.4M |
| Western Wealth Management, LLC | 0.17% | Reduce -9.4% | 11,801 | $2.3M |
| Peddock Capital Advisors, LLC | 0.58% | Add +2.6% | 11,594 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -90.4% | 11,501 | $2.2M |
| Fermata Advisors, LLC | 0.51% | Reduce -2.7% | 11,498 | $2.2M |
| Detalus Advisors, LLC | 0.77% | Add +9.0% | 11,457 | $2.2M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -16.2% | 11,271 | $2.2M |
| MAI Capital Management | 0.02% | Add +0.9% | 11,197 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.6% | 11,124 | $2.2M |
| Journey Strategic Wealth LLC | 0.09% | Reduce -3.3% | 11,088 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +917.8% | 11,074 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +34.1% | 11,053 | $2.2M |
| Sweeney & Michel, LLC | 0.91% | Add +2.6% | 10,688 | $2.1M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -9.8% | 10,702 | $2.1M |
| Parallel Advisors, LLC | 0.05% | Reduce -11.3% | 10,672 | $2.1M |
| Genesee Capital Advisors, LLC | 1.01% | Add +2.0% | 10,525 | $2.1M |
| IFP Advisors, Inc | 0.08% | Reduce -4.4% | 10,435 | $2.0M |
| Goldstein Advisors, LLC | 0.33% | Reduce -1.9% | 10,256 | $2.0M |
| TFB Advisors LLC | 0.65% | No change | 10,209 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.09% | Reduce -6.3% | 9,925 | $1.9M |
| New England Private Wealth Advisors LLC | 0.33% | Add +1.4% | 9,757 | $1.9M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -4.0% | 9,705 | $1.9M |
| Cassia Capital Partners, LLC | 1.23% | Add +6.2% | 9,596 | $1.9M |
| Allworth Financial LP | 0.01% | Add +1.6% | 9,775 | $1.9M |
| G&S Capital LLC | 0.80% | New | 9,154 | $1.8M |
| Avior Wealth Management, LLC | 0.08% | Reduce -12.3% | 9,397 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -7.9% | 9,339 | $1.8M |
| Gsa Capital Partners LLP | 0.13% | New | 9,242 | $1.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +16.3% | 9,225 | $1.8M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -19.4% | 9,175 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -15.4% | 9,083 | $1.8M |
| Empire Life Investments Inc. | 0.11% | New | 9,000 | $1.8M |
| Simplicity Wealth,LLC | 0.04% | Add +6.0% | 8,512 | $1.7M |
| Spire Wealth Management | 0.06% | Reduce -17.2% | 8,416 | $1.6M |
| Brown Advisory Inc. | 0.00% | No change | 8,329 | $1.6M |
| Tradewinds, LLC. | 0.50% | New | 8,286 | $1.6M |
| Archvest Wealth Advisors, Inc. | 1.07% | Add +110.0% | 8,260 | $1.6M |
| Marshall Financial Group Inc. | 0.52% | Reduce -2.5% | 8,256 | $1.6M |
| Physician Wealth Advisors, Inc. | 0.29% | Add +0.1% | 7,936 | $1.6M |
| Central Pacific Bank - Trust Division | 0.20% | Add +186.8% | 8,189 | $1.6M |
| Clarus Wealth Advisors | 0.85% | New | 7,905 | $1.6M |
| Blair William & Co. | 0.00% | Add +1.9% | 8,068 | $1.6M |
| CCG Wealth Management, LLC | 0.88% | Reduce -15.9% | 8,017 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +280.9% | 7,949 | $1.5M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -5.8% | 7,870 | $1.5M |
| Focus Financial Network, Inc. | 0.07% | Add +0.1% | 7,908 | $1.5M |
| Townsquare Capital LLC | 0.02% | Reduce -24.8% | 7,724 | $1.5M |
| Private Advisory Group LLC | 0.20% | Reduce -73.7% | 7,713 | $1.5M |
| MorganRosel Wealth Management, LLC | 0.53% | Add +8.8% | 7,698 | $1.5M |
| Sound Income Strategies, LLC | 0.10% | Reduce -0.6% | 7,535 | $1.5M |
| Baker Boyer National Bank | 0.51% | Add +6.5% | 7,535 | $1.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -13.3% | 7,494 | $1.5M |
| Security Financial Services, INC. | 0.32% | Reduce -34.8% | 7,449 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +11.8% | 7,400 | $1.4M |
| Clark Capital Management Group, Inc. | 0.01% | Reduce -97.0% | 7,383 | $1.4M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -6.5% | 7,364 | $1.4M |
| Quent Capital, LLC | 0.16% | Add +12.5% | 7,310 | $1.4M |
| Clear Creek Financial Management, LLC | 0.17% | Add +13.1% | 7,232 | $1.4M |
| Dynasty Wealth Management, LLC | 0.04% | Add +25.5% | 7,166 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.0% | 7,070 | $1.4M |
| GFG Capital, LLC | 0.37% | Add +0.0% | 7,063 | $1.4M |
| Smart Money Group LLC | 0.49% | Add +0.1% | 7,188 | $1.4M |
| Dark Forest Capital Management LP | 0.25% | Add +212.6% | 7,039 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Add +77.6% | 7,032 | $1.4M |
| Maia Wealth LLC | 0.41% | — | 6,768 | $1.4M |
| ACT Advisors, LLC. | 0.69% | Reduce -1.9% | 6,834 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -5.8% | 6,796 | $1.3M |
| GTS Securities LLC | 0.03% | Add +327.3% | 6,722 | $1.3M |
| First Trust Direct Indexing L.P. | 0.08% | Add +2.9% | 6,689 | $1.3M |
| Optivise Advisory Services LLC | 0.69% | — | 6,536 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.09% | Add +2.4% | 6,518 | $1.3M |
| McNaughton Wealth Management, LLC | 0.67% | Reduce -2.6% | 6,451 | $1.3M |
| D.A. Davidson & Co. | 0.01% | Add +1.0% | 6,421 | $1.3M |
| Center For Asset Management LLC | 0.82% | Add +2.9% | 6,343 | $1.2M |
| Nova R Wealth, Inc. | 0.63% | Reduce -3.0% | 6,297 | $1.2M |
| Oakwell Private Wealth Management, LLC | 0.35% | No change | 6,289 | $1.2M |
| Smartleaf Asset Management LLC | 0.20% | Reduce -48.5% | 6,212 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +22.5% | 6,198 | $1.2M |
| Sheaff Brock Investment Advisors, LLC | 0.11% | Add +2.7% | 6,180 | $1.2M |
| Fortress Wealth Management, Inc. | 0.61% | Add +0.1% | 6,154 | $1.2M |
| Trek Financial, LLC | 0.09% | Add +1.5% | 6,124 | $1.2M |
| Ballentine Partners, LLC | 0.02% | New | 6,117 | $1.2M |
| Magnus Financial Group LLC | 0.13% | Add +20.1% | 6,088 | $1.2M |
| Sierra Capital LLC | 0.16% | No change | 6,065 | $1.2M |
| Mutual Advisors, LLC | 0.04% | Reduce -84.9% | 6,293 | $1.2M |
| NTV Asset Management LLC | 0.17% | No change | 6,015 | $1.2M |
| Chapin Davis, Inc. | 0.40% | Reduce -3.4% | 5,990 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -18.2% | 5,982 | $1.2M |
| UMB Bank, n.a. | 0.02% | No change | 5,971 | $1.2M |
| Hancock Whitney Corp. | 0.04% | Reduce -18.0% | 5,940 | $1.2M |
| L.M. Kohn & Company | 0.31% | Add +8.7% | 5,927 | $1.2M |
| Stratos Wealth Advisors, LLC | 0.06% | New | 5,911 | $1.2M |
| Moneco Advisors, LLC | 0.17% | Reduce -0.3% | 5,858 | $1.1M |
| Marcum Wealth, LLC | 0.11% | Reduce -4.3% | 5,856 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -1.6% | 5,758 | $1.1M |
| Arax Advisory Partners | 0.11% | Add +0.8% | 5,679 | $1.1M |
| PFG Advisors | 0.07% | Reduce -8.0% | 5,628 | $1.1M |
| Marino, Stram & Associates LLC | 0.27% | Reduce -0.4% | 5,627 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Reduce -12.7% | 5,438 | $1.1M |
| Planned Solutions, Inc. | 0.51% | No change | 5,352 | $1.0M |
| Focused Wealth Management, Inc | 0.15% | No change | 5,308 | $1.0M |
| Lodestone Wealth Management LLC | 0.54% | Add +2.9% | 5,243 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -95.9% | 5,201 | $1.0M |
| Magnolia Capital Advisors LLC | 0.56% | Reduce -18.3% | 5,159 | $1.0M |
| First National Bank & Trust Co. of Newtown | 0.20% | Add +9.5% | 5,070 | $988K |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -4.5% | 4,853 | $946K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -7.6% | 4,828 | $941K |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -23.6% | 4,823 | $940K |
| ERn Financial, LLC | 0.15% | Reduce -2.9% | 4,703 | $916K |
| ORG Partners LLC | 0.11% | New | 4,684 | $914K |
| Shore Point Advisors, LLC | 0.51% | Add +1.3% | 4,645 | $905K |
| Verdence Capital Advisors LLC | 0.08% | Reduce -0.2% | 4,643 | $905K |
| First Citizens Financial Corp | 0.52% | Reduce -10.7% | 4,509 | $879K |
| Lee Financial Co | 0.14% | Reduce -32.1% | 4,464 | $870K |
| Aspect Partners, LLC | 0.51% | No change | 4,427 | $863K |
| Silver Oak Securities, Incorporated | 0.13% | Reduce -70.9% | 4,378 | $853K |
| Valeo Financial Advisors, LLC | 0.03% | No change | 4,316 | $841K |
| Kathleen S. Wright Associates Inc. | 0.38% | Reduce -17.3% | 4,283 | $835K |
| Independent Financial Group, LLC | 0.03% | Reduce -1.4% | 4,280 | $834K |
| Silverlake Wealth Management LLC | 0.33% | Add +4.3% | 4,171 | $813K |
| HBW Advisory Services LLC | 0.13% | Add +82.6% | 4,162 | $811K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -0.6% | 4,111 | $801K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +12.3% | 4,087 | $796K |
| Principal Securities, Inc. | 0.02% | Reduce -87.4% | 4,068 | $793K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +407.5% | 4,060 | $791K |
| Barclays PLC | 0.00% | Add +1104.2% | 4,058 | $791K |
| QRG Capital Management, Inc. | 0.01% | Add +127.5% | 3,993 | $778K |
| Lansing Street Advisors | 0.32% | Add +0.1% | 3,977 | $775K |
| Stokes Family Office, LLC | 0.09% | Add +0.4% | 3,977 | $775K |
| Tyler-Stone Wealth Management | 0.32% | Reduce -1.2% | 3,928 | $765K |
| 9258 Wealth Management, LLC | 0.12% | No change | 3,890 | $758K |
| Brookstone Capital Management | 0.01% | Reduce -2.5% | 3,890 | $754K |
| Natixis | 0.00% | Add +2.7% | 3,828 | $751K |
| World Investment Advisors | 0.05% | New | 3,842 | $749K |
| FSM Wealth Advisors, LLC | 0.25% | Add +0.1% | 3,835 | $747K |
| Adaptive Financial Consulting, LLC | 0.32% | Add +0.1% | 3,821 | $745K |
| Millennium Management | 0.00% | New | 3,809 | $742K |
| Creative Financial Designs Inc. | 0.07% | Reduce -0.4% | 3,790 | $739K |
| Mosley Wealth Management | 0.63% | Add +0.1% | 3,787 | $738K |
| BCGM Wealth Management, LLC | 0.25% | Add +0.0% | 3,768 | $734K |
| Busey Bank | 0.02% | Reduce -6.2% | 3,729 | $727K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.0% | 3,707 | $722K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -15.2% | 3,707 | $722K |
| GSG Advisors LLC | 0.25% | Add +0.1% | 3,641 | $711K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -0.1% | 3,631 | $708K |
| Ewa, LLC | 0.29% | Reduce -0.2% | 3,586 | $698K |
| MBE Wealth Management, LLC | 0.42% | Reduce -3.5% | 3,578 | $697K |
| John W. Brooker & Co., CPAs | 0.35% | Reduce -13.1% | 3,573 | $696K |
| Strata Wealth Advisors, LLC | 0.24% | No change | 3,572 | $696K |
| CGN Advisors LLC | 0.08% | Reduce -7.3% | 3,568 | $695K |
| Alliancebernstein L.P. | 0.00% | No change | 3,500 | $682K |
| Tranquilli Financial Advisor LLC | 0.46% | Add +0.1% | 3,486 | $680K |
| Belpointe Asset Management LLC | 0.05% | Reduce -1.2% | 3,486 | $679K |
| Stevard, LLC | 0.59% | Add +0.1% | 3,485 | $679K |
| V2 Financial group LLC | 0.45% | No change | 3,610 | $676K |
| Ascent Group, LLC | 0.05% | Reduce -47.7% | 3,444 | $671K |
| PGIM Custom Harvest LLC | 0.01% | Add +27.5% | 3,384 | $659K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +32.6% | 3,374 | $658K |
| CRA Financial Services, LLC | 0.13% | Reduce -0.7% | 3,372 | $657K |
| Talisman Wealth Advisors LLC | 0.76% | Add +0.0% | 3,354 | $654K |
| Strategic Blueprint, LLC | 0.04% | Reduce -12.6% | 3,318 | $647K |
| Dopkins Wealth Management, LLC | 0.39% | Add +0.5% | 3,278 | $639K |
| Mosaic Family Wealth Partners, LLC | 0.10% | Reduce -9.7% | 3,278 | $639K |
| Baron Financial Group, LLC | 0.40% | Reduce -23.0% | 3,231 | $630K |
| Rehmann Capital Advisory Group | 0.04% | No change | 3,204 | $624K |
| Flagstar Securities, Inc. | 0.17% | Add +0.1% | 3,199 | $623K |
| Burt Wealth Advisors | 0.16% | Reduce -6.8% | 3,180 | $620K |
| Bernardo Wealth Planning LLC | 0.17% | Reduce -13.5% | 3,160 | $616K |
| White Lighthouse Investment Management Inc. | 0.12% | Reduce -2.3% | 3,151 | $614K |
| DRW Securities, LLC | 0.04% | New | 3,088 | $604K |
| Client 1ST Advisory Group, LLC | 0.25% | Reduce -9.2% | 2,998 | $584K |
| Clearstead Advisors, LLC | 0.01% | Add +143.2% | 2,989 | $583K |
| Level Four Advisory Services, LLC | 0.03% | New | 2,976 | $580K |
| VestGen Investment Management | 0.17% | Add +0.4% | 2,954 | $576K |
| Eagle Strategies LLC | 0.11% | New | 2,947 | $574K |
| OMNI 360 Wealth, Inc. | 0.44% | Reduce -0.0% | 2,942 | $573K |
| Perissos Private Wealth Management, LLC | 0.51% | Reduce -85.4% | 2,910 | $567K |
| Ascentis Independent Advisors | 0.12% | — | 2,873 | $560K |
| Palumbo Wealth Management LLC | 0.24% | Reduce -21.3% | 2,873 | $560K |
| Investment Advisory Group, LLC | 0.22% | No change | 2,861 | $558K |
| Armstrong Advisory Group, Inc. | 0.05% | Add +11.5% | 2,836 | $553K |
| Argent Trust Co | 0.02% | No change | 2,833 | $552K |
| IAG Wealth Partners, LLC | 0.11% | Reduce -42.1% | 2,810 | $548K |
| Pathstone Holdings, LLC | 0.00% | Add +155.6% | 2,809 | $547K |
| Dakota Wealth Management | 0.01% | Reduce -1.0% | 2,797 | $545K |
| Prudential PLC | 0.00% | Reduce -98.1% | 2,782 | $542K |
| Vise Technologies, Inc. | 0.09% | New | 2,705 | $527K |
| Private Trust Co. NA | 0.06% | No change | 2,703 | $527K |
| Fifth Third Bancorp | 0.00% | Add +13.8% | 2,699 | $526K |
| Amplius Wealth Advisors, LLC | 0.06% | No change | 2,690 | $524K |
| Oxinas Partners, LLC | 0.35% | Reduce -7.9% | 2,682 | $523K |
| LongView Wealth Management | 0.19% | No change | 2,675 | $521K |
| One Capital Management, LLC | 0.02% | Reduce -63.1% | 2,672 | $521K |
| Regal Investment Advisors LLC | 0.03% | Add +3.3% | 2,652 | $517K |
| LS Investment Advisors, LLC | 0.08% | Add +5.2% | 2,650 | $516K |
| New Millennium Group LLC | 0.33% | Reduce -0.4% | 2,620 | $511K |
| &partners | 0.02% | Add +107.5% | 2,616 | $510K |
| Bank of Montreal | 0.00% | Add +91.7% | 2,573 | $502K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -97.4% | 2,576 | $502K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -97.4% | 2,576 | $502K |
| Waterloo Capital, L.P. | 0.06% | Reduce -45.1% | 2,575 | $502K |
| Perennial Investment Advisors, LLC | 0.07% | Reduce -3.0% | 2,574 | $502K |
| Lanark Financial, Inc. | 0.04% | Reduce -29.3% | 2,533 | $493K |
| MTM Investment Management, LLC | 0.20% | No change | 2,523 | $492K |
| KKM Financial LLC | 0.23% | No change | 2,521 | $491K |
| First Foundation Advisors | 0.02% | Reduce -1.4% | 2,478 | $483K |
| Santori & Peters, Inc. | 0.21% | Add +10.3% | 2,474 | $482K |
| Tyche Wealth Partners LLC | 0.12% | Reduce -10.1% | 2,467 | $481K |
| Hemington Wealth Management | 0.16% | No change | 2,456 | $478K |
| Spectrum Wealth Advisory Group, LLC | 0.51% | Add +0.0% | 2,435 | $474K |
| Glenmede Trust Co. NA | 0.00% | Add +0.9% | 2,399 | $467K |
| Empire Financial Management Company, LLC | 0.15% | No change | 2,387 | $465K |
| Wedbush Securities Inc. | 0.02% | Add +44.3% | 2,383 | $464K |
| Teamwork Financial Advisors, LLC | 0.07% | Reduce -22.4% | 2,360 | $460K |
| Ergawealth Advisors, Inc. | 0.25% | Reduce -0.8% | 2,353 | $459K |
| Arrowroot Family Office, LLC | 0.29% | Reduce -0.3% | 2,339 | $456K |
| HSBC Holdings PLC | 0.00% | Reduce -55.0% | 2,324 | $454K |
| Fisher Asset Management | 0.00% | Add +31.7% | 2,315 | $451K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -9.1% | 2,298 | $448K |
| Global Retirement Partners, LLC | 0.01% | Reduce -8.7% | 2,261 | $441K |
| First Bank & Trust | 0.09% | Reduce -10.7% | 2,255 | $439K |
| Tiaa Trust, National Association | 0.00% | Add +8.3% | 2,253 | $439K |
| Good Life Advisors, LLC | 0.04% | No change | 2,252 | $439K |
| RFG Advisory, LLC | 0.01% | Reduce -40.2% | 2,234 | $435K |
| Family Asset Management, LLC | 0.28% | Reduce -2.1% | 2,227 | $434K |
| Fingerlakes Wealth Management, Inc. | 0.39% | Add +0.1% | 2,204 | $429K |
| First Merchants Corp. | 0.02% | New | 2,188 | $426K |
| LifeSteps Financial, Inc. | 0.35% | No change | 2,161 | $421K |
| TKG Advisors, LLC | 0.23% | New | 2,157 | $420K |
| Mendel Money Management | 0.20% | Add +0.4% | 2,148 | $419K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -4.2% | 2,147 | $418K |
| WASHINGTON TRUST Co | 0.02% | No change | 2,114 | $412K |
| Vicus Capital | 0.04% | No change | 2,113 | $412K |
| Americana Partners, LLC | 0.03% | Reduce -0.1% | 2,094 | $408K |
| EP Wealth Advisors, LLC | 0.00% | Add +7.5% | 2,081 | $405K |
| Financial Life Advisors | 0.16% | Reduce -18.6% | 2,077 | $405K |
| National Bank of Canada | 0.00% | Add +2.6% | 2,077 | $405K |
| Bowman & Co S.C. | 0.23% | Add +15.2% | 2,067 | $403K |
| Kingfisher Capital LLC | 0.09% | New | 2,061 | $402K |
| Lion Street Advisors, LLC | 0.15% | Add +5.3% | 2,062 | $402K |
| Legacy Trust | 0.10% | No change | 2,060 | $401K |
| SeaCrest Wealth Management, LLC | 0.05% | Add +11.4% | 2,049 | $399K |
| Allen Capital Group, LLC | 0.06% | No change | 2,048 | $399K |
| Atlas Brown,Inc. | 0.14% | Add +2.2% | 2,048 | $399K |
| GDS Wealth Management | 0.04% | Reduce -3.9% | 2,034 | $396K |
| Cibc World Market Inc. | 0.00% | New | 2,004 | $391K |
| Opinicus Capital, Inc. | 0.33% | Reduce -4.4% | 2,005 | $391K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,974 | $385K |
| Composition Wealth, LLC | 0.01% | Add +5.4% | 1,969 | $384K |
| Centric Wealth Management | 0.11% | No change | 2,024 | $381K |
| James J. Burns & Company, LLC | 0.07% | New | 1,913 | $372K |
| Hirtle & Co., LLC | 0.02% | New | 1,906 | $371K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -15.8% | 1,904 | $371K |
| WealthShield Partners, LLC | 0.06% | Reduce -10.7% | 1,901 | $370K |
| Tudor Investment Corporation | 0.00% | New | 1,898 | $370K |
| Arkadios Wealth Advisors | 0.02% | Add +16.0% | 1,887 | $368K |
| Del-Sette Capital Management, LLC | 0.30% | Add +74.7% | 1,874 | $365K |
| Brown Miller Wealth Management, LLC | 0.15% | Reduce -9.3% | 1,848 | $360K |
| Wedmont Private Capital | 0.02% | New | 1,804 | $360K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 1,845 | $360K |
| Freedom Investment Management, Inc. | 0.03% | Reduce -14.3% | 1,843 | $359K |
| Eight 31 Financial, LLC | 0.28% | Reduce -82.7% | 1,839 | $358K |
| Edge Capital Group, LLC | 0.02% | No change | 1,835 | $358K |
| Prism Advisors, Inc. | 0.11% | Reduce -14.8% | 1,829 | $356K |
| Empower Advisory Group, LLC | 0.00% | New | 1,809 | $353K |
| Members Advisory Group LLC | 0.19% | Add +0.1% | 1,797 | $350K |
| Integrity Wealth Solutions LLC | 0.23% | No change | 1,796 | $350K |
| Almanack Investment Partners, LLC. | 0.06% | No change | 1,788 | $348K |
| WealthBridge Capital Management, LLC | 0.11% | No change | 1,775 | $346K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -7.9% | 1,773 | $346K |
| Secure Asset Management, LLC | 0.07% | Reduce -8.3% | 1,769 | $345K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -10.9% | 1,753 | $342K |
| ProVise Management Group, LLC | 0.03% | Add +0.1% | 1,733 | $338K |
| Sterling Group Wealth Management, LLC | 0.19% | — | 1,714 | $334K |
| Jacobi Capital Management LLC | 0.03% | Reduce -8.6% | 1,705 | $332K |
| Money Concepts Capital Corp. | 0.03% | Reduce -36.3% | 1,705 | $332K |
| Lincoln Capital Corp. | 0.14% | Reduce -27.7% | 1,703 | $332K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.7% | 1,680 | $327K |
| Meitav Investment House Ltd. | 0.01% | No change | 1,652 | $322K |
| Cooper Financial Group | 0.05% | Add +17.7% | 1,638 | $319K |
| Osborne Partners Capital Management, LLC | 0.02% | Reduce -11.6% | 1,635 | $319K |
| WBH Advisory Inc. | 0.03% | Reduce -3.1% | 1,632 | $318K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -0.7% | 1,628 | $317K |
| Sound Financial Strategies Group, LLC | 0.27% | New | 1,619 | $315K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -15.4% | 1,615 | $315K |
| MinichMacGregor Wealth Management, LLC | 0.08% | Add +0.7% | 1,613 | $314K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 1,600 | $312K |
| Northern Trust Corp. | 0.00% | Reduce -18.9% | 1,600 | $312K |
| Tennessee Valley Asset Management Partners | 0.06% | Reduce -8.6% | 1,578 | $308K |
| Delta Wealth Advisors LLC | 0.30% | Reduce -20.3% | 1,569 | $306K |
| Liberty Wealth Management LLC | 0.06% | Add +4142.7% | 123,888 | $303K |
| Sugarloaf Wealth Management, LLC | 0.05% | No change | 1,542 | $301K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -8.3% | 1,542 | $300K |
| Fortune Financial Advisors, LLC | 0.18% | Reduce -7.0% | 1,534 | $299K |
| Destiny Wealth Partners, LLC | 0.05% | Reduce -5.2% | 1,521 | $296K |
| Quantinno Capital Management LP | 0.01% | No change | 1,509 | $294K |
| Meridian Investment Counsel Inc. | 0.09% | New | 1,504 | $293K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,502 | $293K |
| Larson Financial Group LLC | 0.02% | Add +14.5% | 1,501 | $292K |
| Traction Financial Partners, LLC | 0.21% | Reduce -2.6% | 1,499 | $292K |
| Summit X, LLC | 0.07% | Reduce -3.0% | 1,498 | $292K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Add +0.5% | 1,497 | $292K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -2.0% | 1,490 | $290K |
| Advisory Alpha, LLC | 0.01% | Add +1.4% | 1,472 | $287K |
| Collaborative Wealth Managment Inc. | 0.14% | Reduce -8.6% | 1,463 | $285K |
| Dorsey & Whitney Trust CO LLC | 0.02% | New | 1,462 | $285K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -38.8% | 1,461 | $285K |
| Lunt Capital Management, Inc. | 0.14% | No change | 1,457 | $284K |
| JBR Co Financial Management Inc | 0.20% | Add +25.7% | 1,456 | $284K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -10.9% | 1,456 | $283K |
| Tradition Wealth Management, LLC | 0.03% | Add +0.1% | 1,449 | $282K |
| TD Capital Management LLC | 0.03% | Add +0.1% | 1,441 | $281K |
| Rede Wealth, LLC | 0.26% | Reduce -4.1% | 1,433 | $279K |
| USAdvisors Wealth Management, LLC | 0.10% | Add +0.1% | 1,433 | $279K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.4% | 1,421 | $277K |
| United Advisor Group, LLC | 0.09% | New | 1,418 | $276K |
| ONE Advisory Partners, LLC | 0.13% | Reduce -3.1% | 1,413 | $275K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.1% | 1,413 | $275K |
| Victory Financial Group, LLC | 0.13% | New | 1,406 | $274K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -62.4% | 1,395 | $272K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -2.3% | 1,392 | $271K |
| Meridian Wealth Management, LLC | 0.03% | New | 1,385 | $270K |
| Aspire Private Capital, LLC | 0.07% | Reduce -32.1% | 1,384 | $270K |
| Parsons Capital Management Inc. | 0.02% | Reduce -1.9% | 1,376 | $268K |
| Successful Portfolios LLC | 0.19% | Reduce -3.0% | 1,372 | $267K |
| Vista Investment Management | 0.11% | No change | 1,367 | $266K |
| Heritage Oak Wealth Advisors LLC | 0.14% | — | 1,355 | $264K |
| LPF Advisors LLC | 0.24% | New | 1,329 | $259K |
| Owen LaRue, LLC | 0.16% | Reduce -12.7% | 1,324 | $258K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 1,319 | $257K |
| Greenleaf Trust | 0.00% | No change | 1,308 | $255K |
| IHT Wealth Management, LLC | 0.01% | Reduce -49.7% | 1,308 | $255K |
| AQR Capital Management | 0.00% | New | 1,297 | $253K |
| Farther Finance Advisors, LLC | 0.01% | Add +51.4% | 1,294 | $253K |
| TCI Wealth Advisors, Inc. | 0.02% | No change | 1,291 | $252K |
| Darwin Wealth Management, LLC | 0.12% | Reduce -1.5% | 1,288 | $251K |
| Hill Island Financial LLC | 0.08% | Add +0.1% | 1,277 | $249K |
| StoneX Group Inc. | 0.02% | Reduce -5.4% | 1,276 | $249K |
| Intelligence Driven Advisers, LLC | 0.04% | No change | 1,275 | $248K |
| Orion Capital Management LLC | 0.13% | Reduce -5.6% | 1,273 | $248K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +31.7% | 1,263 | $246K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -10.5% | 1,262 | $246K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -2.4% | 1,285 | $245K |
| TNF LLC | 0.09% | Reduce -2.4% | 1,302 | $244K |
| Inscription Capital, LLC | 0.04% | No change | 1,250 | $244K |
| Prostatis Group LLC | 0.08% | Reduce -65.5% | 1,229 | $239K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -1.6% | 1,203 | $234K |
| Willis Johnson & Associates, Inc. | 0.02% | No change | 1,190 | $232K |
| Patton Albertson Miller Group, LLC | 0.03% | Reduce -2.9% | 1,181 | $230K |
| Rappaport Reiches Capital Management, LLC | 0.07% | No change | 1,179 | $230K |
| Glassman Wealth Services | 0.04% | No change | 1,169 | $228K |
| Allegheny Financial Group | 0.06% | New | 1,153 | $225K |
| Royal Harbor Partners, LLC | 0.09% | No change | 1,146 | $223K |
| Elevated Capital Advisors, LLC | 0.06% | Reduce -17.9% | 1,144 | $223K |
| Prosperity Wealth Management, Inc. | 0.11% | New | 1,138 | $222K |
| Sculati Wealth Management, LLC | 0.09% | Reduce -11.3% | 1,126 | $219K |
| Colton Groome Financial Advisors, LLC | 0.09% | Reduce -22.5% | 1,115 | $217K |
| Tranquility Partners, LLC | 0.08% | Reduce -10.6% | 1,112 | $217K |
| Bordeaux Wealth Advisors LLC | 0.04% | Add +0.7% | 1,111 | $217K |
| EWG Elevate Inc. | 0.08% | Reduce -88.0% | 1,103 | $215K |
| NCM Capital Management, LLC | 0.11% | No change | 1,100 | $214K |
| New Hampshire Trust | 0.05% | No change | 1,095 | $213K |
| Financial Counselors Inc. | 0.00% | No change | 1,095 | $213K |
| 4J Wealth Management LLC | 0.18% | Reduce -9.6% | 1,088 | $212K |
| Bessemer Group Inc. | 0.00% | Reduce -7.1% | 1,083 | $212K |
| Aviso Financial Inc. | 0.01% | — | 1,088 | $212K |
| Cherry Tree Wealth Management, LLC | 0.05% | Reduce -20.4% | 1,079 | $210K |
| Equita Financial Network, Inc. | 0.09% | New | 1,070 | $209K |
| Two Sigma Securities, LLC | 0.01% | Reduce -4.8% | 1,070 | $209K |
| Coldstream Capital Management Inc. | 0.01% | New | 1,058 | $206K |
| Gries Financial LLC | 0.04% | Reduce -66.8% | 1,054 | $205K |
| FourThought Financial Partners, LLC | 0.03% | New | 1,053 | $205K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,053 | $205K |
| Arete Wealth Advisors, LLC | 0.02% | New | 1,051 | $205K |
| BBR Partners, LLC | 0.02% | New | 1,045 | $204K |
| Cadence Bank | 0.02% | Reduce -14.4% | 1,045 | $204K |
| SYM FINANCIAL Corp | 0.03% | New | 1,043 | $203K |
| Burke & Herbert Bank & Trust Co. | 0.05% | New | 1,037 | $202K |
| Certus Wealth Management, LLC | 0.15% | New | 1,036 | $202K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -64.1% | 1,031 | $201K |
| GPS Wealth Strategies Group, LLC | 0.03% | No change | 967 | $188K |
| Financial Gravity Asset Management, Inc. | 0.05% | Reduce -41.8% | 966 | $188K |
| Key Financial Inc | 0.04% | No change | 950 | $185K |
| Janiczek Wealth Management, LLC | 0.04% | Reduce -1.2% | 921 | $179K |
| Colonial Trust Co / SC | 0.03% | No change | 897 | $175K |
| Stephens Consulting, LLC | 0.05% | No change | 894 | $174K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.0% | 893 | $174K |
| Citizens National Bank Trust Department | 0.04% | No change | 869 | $169K |
| WR Wealth Planners, LLC | 0.05% | Reduce -1.3% | 858 | $167K |
| First PREMIER Bank | 0.04% | No change | 834 | $163K |
| Spirit of America Management Corp. | 0.03% | Reduce -2.0% | 815 | $159K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -10.8% | 810 | $158K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -0.5% | 799 | $156K |
| International Assets Investment Management, LLC | 0.01% | New | 744 | $145K |
| Salomon & Ludwin, LLC | 0.02% | No change | 739 | $144K |
| Integrity Financial Corp | 0.09% | No change | 699 | $136K |
| Indiana Trust & Investment Management Co | 0.05% | No change | 681 | $133K |
| Smithfield Trust Co | 0.01% | No change | 685 | $132K |
| Wellington Shields Capital Management, LLC | 0.02% | No change | 630 | $123K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.6% | 598 | $119K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +315.9% | 574 | $112K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -5.7% | 547 | $107K |
| VitalStone Financial, LLC | 0.07% | Add +7300.0% | 518 | $101K |
| CENTRAL TRUST Co | 0.00% | No change | 518 | $101K |
| Hilltop National Bank | 0.03% | No change | 512 | $100K |
| Signature Resources Capital Management, LLC | 0.08% | No change | 474 | $92K |
| Bogart Wealth, LLC | 0.00% | Reduce -13.0% | 463 | $90K |
| Turtle Creek Wealth Advisors, LLC | 0.02% | New | 453 | $88K |
| Parkside Financial Bank & Trust | 0.01% | No change | 415 | $81K |
| Mather Group, Llc. | 0.00% | Add +0.5% | 427 | $80K |
| Trust Co. of Vermont | 0.00% | No change | 361 | $70K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Reduce -18.3% | 357 | $70K |
| Richardson Financial Services Inc. | 0.05% | Reduce -23.4% | 354 | $69K |
| Tucker Asset Management LLC | 0.02% | Add +3833.3% | 354 | $69K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 352 | $69K |
| Westside Investment Management, Inc. | 0.02% | No change | 346 | $67K |
| Pittenger & Anderson Inc. | 0.00% | No change | 338 | $66K |
| Gleason Group, Inc. | 0.01% | New | 321 | $63K |
| Continuum Advisory, LLC | 0.01% | Reduce -12.4% | 312 | $61K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -8.8% | 310 | $60K |
| CoreCap Advisors, LLC | 0.01% | Reduce -39.7% | 304 | $59K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 302 | $59K |
| Bangor Savings Bank | 0.01% | No change | 300 | $58K |
| American Capital Advisory, LLC | 0.04% | Reduce -78.7% | 358 | $56K |
| Y.D. More Investments Ltd | 0.01% | No change | 273 | $53K |
| Russell Investments Group, Ltd. | 0.00% | New | 266 | $52K |
| CNB Bank | 0.02% | New | 263 | $51K |
| Salem Investment Counselors Inc. | 0.00% | Add +1685.7% | 250 | $49K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 248 | $48K |
| Wellington Shields & Co., LLC | 0.01% | No change | 222 | $43K |
| WFA of San Diego, LLC | 0.04% | — | 212 | $41K |
| Element Wealth, LLC | 0.02% | Add +0.5% | 202 | $39K |
| NBT Bank, N.A. | 0.00% | No change | 199 | $39K |
| Aspire Wealth Management Corp | 0.02% | Add +23.0% | 198 | $38K |
| Realta Investment Advisors | 0.01% | Add +56.8% | 196 | $38K |
| Family Capital Trust Co | 0.01% | No change | 183 | $36K |
| Kelly Financial Services LLC | 0.01% | Reduce -85.5% | 175 | $34K |
| HM Payson & Co. | 0.00% | New | 171 | $33K |
| Islay Capital Management, LLC | 0.02% | Reduce -24.4% | 170 | $33K |
| Abich Financial Wealth Management LLC | 0.02% | New | 168 | $33K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -51.5% | 167 | $33K |
| NorthRock Partners, LLC | 0.00% | Reduce -3.5% | 164 | $32K |
| Strategic Financial Concepts, LLC | 0.02% | New | 66,558 | $31K |
| GAMMA Investing LLC | 0.00% | No change | 157 | $31K |
| Scarborough Advisors, LLC | 0.01% | No change | 146 | $29K |
| AdvisorNet Financial, Inc | 0.00% | No change | 144 | $28K |
| Abound Wealth Management | 0.01% | No change | 137 | $27K |
| Northwest Capital Management Inc | 0.01% | Reduce -18.4% | 137 | $27K |
| Arlington Trust Co LLC | 0.01% | No change | 131 | $26K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 126 | $25K |
| Crewe Advisors LLC | 0.00% | No change | 115 | $22K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 112 | $22K |
| Gradient Investments LLC | 0.00% | Add +71.4% | 108 | $21K |
| FSC Wealth Advisors, LLC | 0.02% | No change | 107 | $21K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 106 | $21K |
| AllSquare Wealth Management LLC | 0.01% | No change | 104 | $20K |
| DecisionPoint Financial, LLC | 0.01% | New | 102 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 87 | $17K |
| Clear Investment Research, LLC | 0.02% | No change | 87 | $17K |
| Castleview Partners, LLC | 0.01% | Reduce -44.2% | 87 | $17K |
| Register Financial Advisors LLC | 0.01% | Add +6.3% | 85 | $17K |
| Ashton Thomas Securities, LLC | 0.00% | — | 82 | $16K |
| PFG Private Wealth Management, LLC | 0.01% | No change | 82 | $16K |
| Trust Co | 0.00% | New | 81 | $16K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -37.2% | 81 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.0% | 68 | $13K |
| Concord Wealth Partners | 0.00% | No change | 66 | $13K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -44.0% | 70 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 60 | $12K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 60 | $12K |
| First Horizon Advisors, Inc. | 0.00% | No change | 57 | $11K |
| Toronto Dominion Bank | 0.00% | Add +450.0% | 55 | $11K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 57 | $11K |
| Venturi Wealth Management, LLC | 0.00% | No change | 53 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 52 | $10K |
| Carmichael Hill & Associates, Inc. | 0.00% | No change | 42 | $8K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -39.4% | 40 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 38 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 35 | $7K |
| Coppell Advisory Solutions LLC | 0.00% | — | 33 | $6K |
| CGC Financial Services, LLC | 0.00% | Reduce -50.0% | 30 | $6K |
| Sunbelt Securities, Inc. | 0.00% | Add +16.0% | 29 | $6K |
| Sandy Spring Bank | 0.00% | Reduce -41.3% | 27 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 26 | $5K |
| Triad Wealth Partners, LLC | 0.00% | New | 25 | $5K |
| Archer Investment Corp | 0.00% | No change | 25 | $5K |
| Beacon Capital Management, LLC | 0.00% | New | 22 | $4K |
| MCF Advisors LLC | 0.00% | New | 21 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 21 | $4K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 19 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 19 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $3K |
| Tsfg, LLC | 0.00% | No change | 14 | $3K |
| Private Capital Management LLC | 0.00% | No change | 14 | $3K |
| Signaturefd, LLC | 0.00% | No change | 10 | $2K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 10 | $2K |
| Hershey Financial Advisers, LLC | 0.00% | — | 9 | $2K |
| Fortitude Family Office, LLC | 0.00% | No change | 9 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 9 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -46.7% | 8 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | New | 8 | $1K |
| Financial Perspectives, Inc | 0.00% | New | 6 | $1K |
| AlphaMark Advisors, LLC | 0.00% | New | 5 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 4 | $779 |
| Ancora Advisors LLC | 0.00% | No change | 4 | $779 |
"% 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.