iShares MSCI USA Momentum FaMTUMETF
13F holders, Q1 2025 (March 31)884holders +13
78new positions
52sold out
5famous investors
$202.16avg. 13F price*
At the end of Q1 2025, 884 institutions reported holding iShares MSCI USA Momentum Fa (MTUM) in their 13F filings, up 13 from Q4 2024. 78 opened new positions and 52 sold out. The largest holders were Envestnet Asset Management Inc. ($2.3B), Mercer Global Advisors Inc. ($1.5B) and Raymond James Financial Inc. ($592.2M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares MSCI USA Momentum Fa
- CUSIP
- 46432F396
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $97.5M |
| Exits | 52 | $223.2M |
All 13F filers, Q4 2024 → Q1 2025: 5,718,030 shares bought and 5,822,190 shares sold, net −104,160 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 884 holders
| Envestnet Asset Management Inc. | 0.75% | Reduce -8.4% | 11,545,598 | $2.3B |
| Mercer Global Advisors Inc. | 3.44% | Add +7.4% | 7,423,029 | $1.5B |
| Raymond James Financial Inc. | 0.22% | Add +5.5% | 2,929,874 | $592.2M |
| FMR LLC | 0.04% | Add +341.3% | 2,844,667 | $575.0M |
| Morgan Stanley | 0.03% | Add +1.3% | 2,224,734 | $449.7M |
| LPL Financial LLC | 0.15% | Add +0.3% | 1,960,110 | $396.2M |
| Assetmark, Inc. | 1.01% | Add +3.5% | 1,812,820 | $366.4M |
| BlackRock, Inc. | 0.01% | Add +1.8% | 1,348,138 | $272.5M |
| State of Michigan Retirement System | 1.51% | Add +0.3% | 1,295,090 | $261.8M |
| Blue Trust, Inc. | 3.11% | Reduce -1.9% | 1,202,019 | $243.0M |
| Cerity Partners LLC | 0.45% | Reduce -0.0% | 1,071,106 | $216.5M |
| Ameriprise Financial Inc. | 0.06% | Add +21.7% | 1,062,702 | $214.8M |
| Bank of America Corp. | 0.02% | Reduce -30.6% | 1,060,380 | $214.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5.32% | Add +2.4% | 1,019,904 | $206.2M |
| Wealth Enhancement Advisory Services, LLC | 0.36% | Reduce -1.9% | 925,556 | $187.1M |
| Cwm, LLC | 0.74% | Reduce -1.9% | 917,388 | $185.4M |
| Citigroup Inc. | 0.14% | Add +20.0% | 901,342 | $182.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -25.5% | 840,493 | $169.9M |
| UBS Group AG | 0.04% | Add +12.2% | 781,068 | $157.9M |
| Corient Private Wealth LP | 0.25% | Add +10.1% | 752,698 | $152.1M |
| Wells Fargo & Company | 0.03% | Add +5.2% | 704,551 | $142.4M |
| BNP Paribas Financial Markets | 0.10% | Add +102.6% | 642,494 | $129.9M |
| Savant Capital, LLC | 0.93% | Reduce -14.4% | 545,371 | $110.2M |
| Envestnet Portfolio Solutions, Inc. | 0.39% | Reduce -26.6% | 506,044 | $102.3M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.1% | 502,713 | $101.6M |
| Royal Bank of Canada | 0.02% | Add +5.3% | 501,597 | $101.4M |
| Janney Montgomery Scott LLC | 0.25% | Add +2.7% | 436,580 | $88.2M |
| Cetera Investment Advisers | 0.17% | Add +13.4% | 425,986 | $86.1M |
| MML Investors Services, LLC | 0.25% | Reduce -4.6% | 371,614 | $75.1M |
| Foundations Investment Advisors, LLC | 1.37% | Add +63.1% | 366,930 | $74.2M |
| Arizona PSPRS Trust | 2.46% | Add +0.3% | 358,499 | $72.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +6.4% | 355,082 | $71.8M |
| Osaic Holdings, Inc. | 0.15% | Add +17.2% | 323,952 | $65.5M |
| Foster Group, Inc. | 2.26% | Add +0.4% | 299,088 | $60.5M |
| OneDigital Investment Advisors LLC | 0.71% | Reduce -0.9% | 296,646 | $60.0M |
| High Probability Advisors, LLC | 10.00% | Add +3.2% | 296,479 | $59.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -74.7% | 288,246 | $58.3M |
| AdvisorShares Investments LLC | 10.72% | Reduce -1.6% | 269,052 | $54.8M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +3.3% | 244,641 | $49.4M |
| Strategic Financial Services, Inc. | 2.62% | Add +0.2% | 221,605 | $44.8M |
| Bank of New York Mellon Corp | 0.01% | Add +5.8% | 215,086 | $43.5M |
| NewEdge Advisors, LLC | 0.26% | Add +18.2% | 214,996 | $43.5M |
| Armbruster Capital Management, Inc. | 8.29% | Add +2.2% | 205,768 | $41.6M |
| Symmetry Partners, LLC | 5.76% | Add +2.9% | 205,090 | $41.5M |
| Keybank National Association | 0.17% | Reduce -3.4% | 204,484 | $41.3M |
| Apella Capital, LLC | 1.39% | Reduce -23.9% | 203,095 | $40.6M |
| Stifel Financial Corp. | 0.04% | Add +1.1% | 192,693 | $39.0M |
| Ameritas Advisory Services, LLC | 1.55% | Reduce -12.1% | 189,799 | $38.4M |
| Kathmere Capital Management, LLC | 3.09% | Reduce -0.9% | 179,935 | $36.4M |
| JB Capital LLC | 1.79% | Add +0.8% | 160,682 | $32.5M |
| Sanctuary Advisors, LLC | 0.22% | Add +1.9% | 157,787 | $31.9M |
| Stonehearth Capital Management, LLC | 11.80% | Reduce -20.1% | 141,112 | $28.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +6.8% | 140,208 | $28.3M |
| Sequoia Financial Advisors, LLC | 0.22% | Reduce -15.9% | 139,903 | $28.3M |
| Cobblestone Capital Advisors LLC | 1.52% | Reduce -0.8% | 137,289 | $27.8M |
| 1900 Wealth Management LLC | 2.31% | Add +1.8% | 137,128 | $27.7M |
| Mullooly Asset Management, Inc. | 12.49% | — | 136,122 | $27.5M |
| United Capital Financial Advisors, LLC | 0.23% | Reduce -0.8% | 135,398 | $27.4M |
| Integrated Wealth Concepts LLC | 0.31% | Add +14.7% | 132,283 | $26.7M |
| Acropolis Investment Management, LLC | 1.52% | Add +1.0% | 126,663 | $25.6M |
| New York Life Investment Management LLC | 0.26% | Add +7.8% | 125,956 | $25.5M |
| Private Advisor Group, LLC | 0.14% | Add +55.7% | 111,867 | $22.6M |
| Jones Financial Companies LLLP | 0.02% | Add +25.5% | 109,844 | $22.1M |
| Sanchez Wealth Management Group | 5.92% | Add +8.3% | 107,752 | $21.8M |
| Truist Financial Corp. | 0.03% | Add +8.4% | 107,443 | $21.7M |
| Oppenheimer & Co. Inc. | 0.32% | Add +5.2% | 103,213 | $20.9M |
| Invst, LLC | 2.84% | Reduce -22.8% | 103,022 | $20.8M |
| Captrust Financial Advisors | 0.05% | Reduce -2.2% | 101,538 | $20.5M |
| Baird Financial Group, Inc. | 0.04% | Add +0.8% | 99,116 | $20.0M |
| Merit Financial Group, LLC | 0.30% | Add +200.5% | 98,146 | $19.8M |
| Lido Advisors, LLC | 0.12% | Add +145.2% | 98,104 | $19.8M |
| Sensible Financial Planning & Management, LLC. | 3.87% | Reduce -2.0% | 95,853 | $19.4M |
| Franklin Resources Inc. | 0.01% | Reduce -4.0% | 95,308 | $19.3M |
| Bell Investment Advisors, Inc | 3.53% | Reduce -2.3% | 94,590 | $19.1M |
| AE Wealth Management LLC | 0.16% | Add +4.8% | 92,868 | $18.8M |
| Atria Investments, Inc | 0.23% | Add +1.9% | 89,802 | $18.2M |
| Atria Wealth Solutions, Inc. | 0.21% | Reduce -6.5% | 88,045 | $17.8M |
| Trinity Wealth Management, LLC | 7.98% | Add +7.3% | 86,517 | $17.5M |
| Glenview Trust Co | 0.33% | Reduce -5.1% | 84,237 | $17.0M |
| Advocacy Wealth Management, LLC | 1.15% | Add +14.4% | 83,664 | $16.9M |
| Meredith Wealth Planning | 7.40% | Reduce -2.4% | 83,014 | $16.8M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -0.7% | 81,347 | $16.4M |
| Sagespring Wealth Partners, LLC | 0.40% | Reduce -68.4% | 77,903 | $15.7M |
| M&T Bank Corp | 0.06% | Add +18.3% | 77,623 | $15.7M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 75,532 | $15.3M |
| Advisory Services Network, LLC | 0.29% | Reduce -0.4% | 75,349 | $15.2M |
| Oxford Financial Group, LTD. LLC | 1.07% | Reduce -6.3% | 75,305 | $15.2M |
| Prudent Investors Network, Inc. | 4.17% | Reduce -11.5% | 72,416 | $14.6M |
| State of Wisconsin Investment Board | 0.04% | Reduce -0.6% | 71,744 | $14.5M |
| CPC Advisors, LLC | 1.97% | Add +0.9% | 70,653 | $14.3M |
| Journey Advisory Group, LLC | 1.17% | Reduce -16.2% | 70,560 | $14.3M |
| Mariner, LLC | 0.02% | Reduce -25.5% | 70,308 | $14.2M |
| Convergence Financial, LLC | 2.70% | Add +3.3% | 68,081 | $13.8M |
| CFO4Life Group, LLC | 2.26% | Reduce -46.3% | 66,344 | $13.4M |
| Summit Wealth Group, LLC | 3.90% | Reduce -0.8% | 66,048 | $13.3M |
| Straight Path Wealth Management | 5.23% | Add +2.6% | 63,971 | $12.9M |
| Intrust Bank NA | 1.24% | Add +13.6% | 62,071 | $12.5M |
| Journey Strategic Wealth LLC | 0.43% | Add +478.8% | 60,986 | $12.3M |
| GeoWealth Management, LLC | 0.49% | Add +23.9% | 59,774 | $12.1M |
| Well Done, LLC | 2.15% | Reduce -2.1% | 57,254 | $11.8M |
| Trilogy Capital Inc. | 0.61% | Reduce -79.5% | 57,941 | $11.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.34% | No change | 56,981 | $11.5M |
| Dynasty Wealth Management, LLC | 0.19% | Reduce -75.8% | 56,095 | $11.3M |
| Waverly Advisors, LLC | 0.13% | Add +0.5% | 54,118 | $10.9M |
| Rockefeller Capital Management L.P. | 0.03% | Add +5.4% | 53,822 | $10.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.80% | Add +31.9% | 49,498 | $10.1M |
| Scarborough Advisors, LLC | 1.42% | Add +5.7% | 49,343 | $10.0M |
| Icon Wealth Advisors, LLC | 0.82% | Add +8.7% | 49,139 | $9.9M |
| Global Wealth Strategies & Associates | 3.00% | Reduce -0.5% | 48,906 | $9.9M |
| IFP Advisors, Inc | 0.30% | Add +261.9% | 48,366 | $9.8M |
| Citadel Advisors | 0.01% | Add +4238.4% | 48,243 | $9.8M |
| Tudor Investment Corporation | 0.08% | New | 46,838 | $9.5M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +3.7% | 46,762 | $9.5M |
| Choreo, LLC | 0.14% | Add +6.3% | 43,824 | $8.9M |
| Creative Planning | 0.01% | Add +29.7% | 43,143 | $8.7M |
| Chicago Partners Investment Group LLC | 0.29% | Reduce -5.0% | 40,258 | $8.7M |
| Opes Wealth Management LLC | 1.74% | Add +3.3% | 42,639 | $8.6M |
| Garrett Wealth Advisory Group, LLC | 1.93% | Reduce -1.3% | 42,602 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -0.1% | 42,500 | $8.6M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +11.4% | 42,223 | $8.5M |
| Forefront Analytics, LLC | 9.71% | Add +7.3% | 41,771 | $8.4M |
| Provida Pension Fund Administrator | 0.17% | Reduce -81.2% | 41,647 | $8.4M |
| Royal Fund Management, LLC | 1.00% | Reduce -2.0% | 41,237 | $8.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -13.2% | 39,208 | $8.4M |
| Quadrature Capital Ltd | 0.18% | New | 40,241 | $8.1M |
| Avantax Advisory Services, Inc. | 0.05% | Add +3.1% | 40,029 | $8.1M |
| SteelPeak Wealth, LLC | 0.34% | Add +49.6% | 39,279 | $7.9M |
| Claris Financial LLC | 5.18% | No change | 38,109 | $7.9M |
| Aptus Capital Advisors, LLC | 0.09% | Reduce -4.8% | 38,879 | $7.9M |
| Centaurus Financial, Inc. | 0.46% | Add +0.4% | 37,946 | $7.7M |
| Jmac Enterprises LLC | 1.82% | Reduce -42.2% | 37,923 | $7.7M |
| Farther Finance Advisors, LLC | 0.19% | Add +185.8% | 37,343 | $7.6M |
| Sharkey, Howes & Javer | 1.08% | Add +18.7% | 37,303 | $7.5M |
| Jane Street Group, LLC | 0.01% | Add +224.5% | 37,030 | $7.5M |
| Stokes Family Office, LLC | 0.84% | Add +1.3% | 36,833 | $7.4M |
| Financial Architects, LLC | 4.70% | Add +1.5% | 36,460 | $7.4M |
| Forte Asset Management LLC | 3.69% | Add +42.9% | 36,276 | $7.3M |
| Stone House Investment Management, LLC | 1.47% | Add +22.7% | 35,843 | $7.2M |
| Shepherd Financial Partners LLC | 0.84% | New | 35,580 | $7.2M |
| Brookstone Capital Management | 0.10% | Add +10.9% | 35,399 | $7.2M |
| Capital Planning LLC | 1.97% | Reduce -1.9% | 34,810 | $7.0M |
| First Horizon Advisors, Inc. | 0.20% | Add +194.3% | 34,557 | $7.0M |
| Strategic Investment Advisors / MI | 0.74% | Add +8.4% | 34,478 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -13.9% | 34,317 | $6.9M |
| Harbour Investments, Inc. | 0.20% | Reduce -1.1% | 34,173 | $6.9M |
| Kestra Investment Management, LLC | 0.13% | Reduce -61.9% | 34,076 | $6.9M |
| Tacita Capital Inc | 4.92% | Reduce -5.2% | 33,795 | $6.8M |
| Pettinga Financial Advisors LLC | 1.56% | Add +2.9% | 32,863 | $6.6M |
| High Falls Advisors, Inc | 1.55% | Add +0.6% | 32,646 | $6.6M |
| Alexis Investment Partners, LLC | 3.15% | Add +4.7% | 32,826 | $6.6M |
| Prime Capital Investment Advisors, LLC | 0.08% | Add +29.1% | 32,543 | $6.6M |
| Anderson Hoagland & Co. | 0.77% | Add +86.2% | 35,975 | $6.5M |
| Brickley Wealth Management | 1.32% | No change | 31,458 | $6.4M |
| Gallagher Fiduciary Advisors, LLC | 0.21% | Add +0.3% | 31,416 | $6.4M |
| Shufro Rose & Co. LLC | 0.50% | Add +2.2% | 31,046 | $6.3M |
| Atlas Capital Advisors Inc. | 0.76% | Reduce -0.4% | 30,254 | $6.1M |
| Lineweaver Wealth Advisors, LLC | 1.00% | Add +7.3% | 28,905 | $5.9M |
| Gladstone Institutional Advisory LLC | 0.27% | Add +60.4% | 28,449 | $5.8M |
| Exencial Wealth Advisors, LLC | 0.21% | Reduce -3.2% | 28,019 | $5.7M |
| Csenge Advisory Group | 0.32% | Add +4.8% | 28,976 | $5.7M |
| Equitable Holdings, Inc. | 0.05% | Add +24.0% | 27,904 | $5.6M |
| Audent Global Asset Management, LLC | 4.63% | Reduce -8.2% | 27,771 | $5.6M |
| Liberty Wealth Management LLC | 1.07% | Add +8.9% | 27,655 | $5.6M |
| Eq LLC | 2.58% | Add +7.0% | 27,285 | $5.5M |
| Spectrum Wealth Counsel, LLC | 0.65% | Add +73.5% | 26,972 | $5.5M |
| DAVENPORT & Co LLC | 0.03% | Add +40.2% | 26,672 | $5.4M |
| Hilltop Holdings Inc. | 0.34% | Add +15.7% | 26,629 | $5.4M |
| Keystone Financial Services | 2.05% | Add +1651.8% | 26,574 | $5.4M |
| First Heartland Consultants, Inc. | 0.55% | Add +35.9% | 26,294 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +2.3% | 26,283 | $5.3M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +2.3% | 26,283 | $5.3M |
| NorthCrest Asset Manangement, LLC | 0.16% | New | 26,188 | $5.3M |
| Wealth Advisory Solutions, LLC | 1.39% | New | 26,081 | $5.3M |
| Avant Capital LLC | 4.22% | Reduce -0.1% | 25,095 | $5.1M |
| Strategic Blueprint, LLC | 0.27% | Add +6.7% | 24,883 | $5.0M |
| Savvy Advisors, Inc. | 0.50% | Add +441.8% | 24,704 | $5.0M |
| Trek Financial, LLC | 0.36% | Add +2.7% | 24,474 | $4.9M |
| Haverford Trust Co | 0.05% | Add +6.1% | 24,437 | $4.9M |
| 360 Financial, Inc. | 1.75% | Add +4.4% | 23,990 | $4.8M |
| Cozad Asset Management Inc. | 0.48% | Reduce -0.0% | 23,929 | $4.8M |
| Mascoma Wealth Management LLC | 1.20% | New | 23,779 | $4.8M |
| Unison Advisors LLC | 0.61% | Add +2.5% | 23,686 | $4.8M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +57.8% | 23,570 | $4.8M |
| Kelly Financial Services LLC | 1.65% | Add +6.3% | 23,544 | $4.8M |
| Keystone Financial Group | 0.48% | Add +0.7% | 23,507 | $4.8M |
| Buttonwood Financial Group, LLC | 2.77% | Add +5.0% | 24,464 | $4.7M |
| IFG Advisory, LLC | 0.26% | Reduce -2.3% | 23,034 | $4.7M |
| Perennial Investment Advisors, LLC | 0.52% | Add +56.5% | 22,853 | $4.6M |
| PAX Financial Group, LLC | 0.82% | Add +7.8% | 22,818 | $4.6M |
| Scissortail Wealth Management, LLC | 1.16% | New | 22,405 | $4.5M |
| Summit X, LLC | 0.94% | Add +0.4% | 22,230 | $4.5M |
| D. E. Shaw & Co. | 0.01% | New | 21,921 | $4.4M |
| Sax Wealth Advisors, LLC | 0.31% | Reduce -2.1% | 21,701 | $4.4M |
| Midwest Capital Advisors, LLC | 2.68% | Add +19.3% | 21,620 | $4.4M |
| Apollon Wealth Management, LLC | 0.09% | Add +69.0% | 21,204 | $4.3M |
| Shepherd Kaplan Krochuk, LLC | 3.66% | Reduce -3.2% | 21,172 | $4.3M |
| Elm3 Financial Group, LLC | 3.74% | New | 21,066 | $4.3M |
| Professional Financial Advisors, LLC | 1.07% | Reduce -2.7% | 20,804 | $4.2M |
| Scotia Capital Inc. | 0.02% | Add +54.4% | 20,424 | $4.1M |
| First Business Financial Services, Inc. | 0.40% | No change | 20,335 | $4.1M |
| Vident Advisory, LLC | 0.06% | Add +8.2% | 20,248 | $4.1M |
| ONE Advisory Partners, LLC | 1.72% | Add +3.5% | 19,899 | $4.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -39.0% | 19,796 | $4.0M |
| Kingswood Wealth Advisors, LLC | 0.36% | Reduce -49.0% | 19,542 | $4.0M |
| Plotkin Financial Advisors, LLC | 2.43% | Reduce -0.8% | 19,592 | $4.0M |
| Kilter Group LLC | 2.54% | Add +4.0% | 19,211 | $3.9M |
| RHS Financial, LLC | 2.16% | Add +1.8% | 19,075 | $3.9M |
| Simplicity Wealth,LLC | 0.30% | Add +112.3% | 19,049 | $3.9M |
| Beacon Financial Group | 0.42% | Add +16.8% | 18,899 | $3.8M |
| Legacy Financial Group LLC | 0.59% | Add +2.3% | 18,893 | $3.8M |
| Rik Saylor Financial, Inc. | 3.36% | Reduce -1.1% | 18,877 | $3.8M |
| Comerica Bank | 0.02% | Reduce -6.2% | 18,767 | $3.8M |
| Bellwether Advisors, LLC | 0.78% | Reduce -0.0% | 18,508 | $3.7M |
| Sigma Planning Corp | 0.12% | Add +4.5% | 18,217 | $3.7M |
| VestGen Advisors, LLC | 0.17% | — | 18,183 | $3.7M |
| Guerra Pan Advisors, LLC | 2.86% | Reduce -0.6% | 18,066 | $3.7M |
| Arrow Investment Advisors, LLC | 3.86% | Reduce -7.8% | 18,029 | $3.6M |
| Wealth Alliance, LLC | 0.43% | Reduce -19.0% | 17,719 | $3.6M |
| Southland Equity Partners LLC | 0.83% | Reduce -1.8% | 17,715 | $3.6M |
| Tsfg, LLC | 0.71% | Add +10.3% | 17,170 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +80.2% | 17,096 | $3.5M |
| Fairvoy Private Wealth, LLC | 0.95% | Add +678.5% | 17,049 | $3.4M |
| &partners | 0.04% | Add +8.2% | 17,106 | $3.4M |
| BCGM Wealth Management, LLC | 1.06% | Add +3.3% | 16,994 | $3.4M |
| MA Private Wealth | 0.65% | Reduce -8.8% | 16,970 | $3.4M |
| Snowden Capital Advisors LLC | 0.11% | Add +3.6% | 16,933 | $3.4M |
| CVA Family Office, LLC | 0.52% | Reduce -6.8% | 16,874 | $3.4M |
| Regal Investment Advisors LLC | 0.27% | Reduce -11.4% | 16,588 | $3.4M |
| WealthShield Partners, LLC | 0.43% | Add +11.5% | 16,404 | $3.3M |
| Peddock Capital Advisors, LLC | 0.83% | Add +4.7% | 16,156 | $3.3M |
| Rothschild Wealth LLC | 0.91% | New | 16,102 | $3.3M |
| Arq Wealth Advisors, LLC | 1.20% | Reduce -1.7% | 15,999 | $3.2M |
| Archvest Wealth Advisors, Inc. | 2.66% | Add +15.2% | 15,925 | $3.2M |
| Bay Harbor Wealth Management, LLC | 1.02% | Add +10.8% | 15,900 | $3.2M |
| Tradewinds, LLC. | 0.90% | Add +6.7% | 15,715 | $3.2M |
| One Capital Management, LLC | 0.11% | Add +115.3% | 15,607 | $3.2M |
| Advisor Resource Council | 0.25% | New | 15,770 | $3.1M |
| Genesee Capital Advisors, LLC | 1.52% | Reduce -2.3% | 15,057 | $3.0M |
| Financial Advocates Investment Management | 0.21% | Reduce -23.8% | 14,685 | $3.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +11.3% | 14,654 | $3.0M |
| Whipplewood Advisors, LLC | 1.75% | Reduce -49.4% | 7,528 | $2.9M |
| Townsquare Capital LLC | 0.03% | Add +6.9% | 14,545 | $2.9M |
| Swmg, LLC | 1.14% | Reduce -6.8% | 13,893 | $2.9M |
| WCG Wealth Advisors LLC | 0.22% | New | 14,153 | $2.9M |
| Keeler & Nadler Financial Planning & Wealth Management | 1.26% | Reduce -1.6% | 13,947 | $2.8M |
| Sovran Advisors, LLC | 0.36% | Add +56.8% | 14,340 | $2.8M |
| Keebeck Wealth Management | 0.41% | Add +24.0% | 13,769 | $2.8M |
| RoundAngle Advisors LLC | 2.54% | Add +5.6% | 13,687 | $2.8M |
| Columbia Advisory Partners LLC | 2.39% | New | 13,631 | $2.8M |
| Smartleaf Asset Management LLC | 0.27% | Add +108.9% | 13,699 | $2.8M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.0% | 13,502 | $2.7M |
| GTS Securities LLC | 0.12% | Add +20.7% | 13,376 | $2.7M |
| Cresset Asset Management, LLC | 0.01% | Add +0.6% | 13,193 | $2.7M |
| Principal Securities, Inc. | 0.06% | Reduce -0.0% | 12,848 | $2.7M |
| World Investment Advisors | 0.07% | Add +2.6% | 13,001 | $2.6M |
| Beacon Bridge Wealth Partners, LLC | 1.12% | Add +11.4% | 12,995 | $2.6M |
| Geneos Wealth Management Inc. | 0.09% | Add +9.9% | 12,732 | $2.6M |
| Bright Financial Advisors, Inc. | 1.58% | Reduce -0.8% | 12,729 | $2.6M |
| ShoreHaven Wealth Partners, LLC | 1.21% | Add +12.4% | 12,521 | $2.5M |
| SageView Advisory Group, LLC | 0.11% | Add +0.7% | 12,447 | $2.5M |
| Empowered Funds, LLC | 0.04% | New | 12,307 | $2.5M |
| Biondo Investment Advisors, LLC | 0.35% | Reduce -7.6% | 12,268 | $2.5M |
| Forthright Family Wealth Advisory LLC | 1.61% | Reduce -6.9% | 12,056 | $2.4M |
| Western Wealth Management, LLC | 0.16% | Reduce -13.4% | 12,011 | $2.4M |
| 5T Wealth, LLC | 1.37% | Reduce -11.4% | 11,873 | $2.4M |
| Detalus Advisors, LLC | 0.75% | Reduce -0.9% | 11,748 | $2.4M |
| Prospera Financial Services Inc | 0.05% | Add +886.3% | 11,648 | $2.4M |
| Weaver Consulting Group | 0.71% | Reduce -0.7% | 11,644 | $2.4M |
| Dorsey Wright & Associates | 0.60% | Reduce -2.6% | 11,616 | $2.3M |
| Donaldson Capital Management, LLC | 0.09% | Add +7.0% | 11,605 | $2.3M |
| Signature Estate & Investment Advisors LLC | 0.06% | Reduce -3.6% | 11,593 | $2.3M |
| SigFig Wealth Management, LLC | 0.08% | Add +5.8% | 11,455 | $2.3M |
| Legacy Private Trust Co. | 0.16% | Reduce -2.6% | 11,307 | $2.3M |
| Van Hulzen Asset Management, LLC | 0.21% | Reduce -79.3% | 11,273 | $2.3M |
| Caliber Wealth Management, LLC / KS | 0.31% | — | 11,247 | $2.3M |
| Sig Brokerage, LP | 0.66% | New | 11,213 | $2.3M |
| Capital Analysts, LLC | 0.08% | Add +12.2% | 11,069 | $2.2M |
| Daiichi Life Insurance Co., Ltd. | 0.06% | Reduce -32.9% | 10,879 | $2.2M |
| 10Elms LLP | 2.59% | Reduce -2.9% | 10,857 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.20% | Add +4.3% | 10,820 | $2.2M |
| Stratos Wealth Advisors, LLC | 0.12% | Reduce -51.0% | 10,784 | $2.2M |
| Life Line Wealth Management LLC | 0.79% | Reduce -94.0% | 10,577 | $2.1M |
| Altfest L J & Co. Inc. | 0.27% | New | 10,521 | $2.1M |
| TFB Advisors LLC | 0.61% | Add +2.3% | 10,452 | $2.1M |
| MAI Capital Management | 0.02% | Reduce -6.7% | 10,383 | $2.1M |
| Marshall Financial Group Inc. | 0.66% | Reduce -2.9% | 10,365 | $2.1M |
| Y-Intercept (Hong Kong) Ltd | 0.14% | New | 10,339 | $2.1M |
| D.A. Davidson & Co. | 0.02% | Add +37.5% | 10,307 | $2.1M |
| MorganRosel Wealth Management, LLC | 0.62% | Add +22.0% | 10,170 | $2.1M |
| Parallel Advisors, LLC | 0.05% | Reduce -0.1% | 10,132 | $2.0M |
| Claro Advisors Inc. | 0.27% | Add +0.7% | 10,115 | $2.0M |
| Allworth Financial LP | 0.01% | Add +1.4% | 9,882 | $2.0M |
| Great Oak Capital Partners, LLC | 0.67% | No change | 9,731 | $2.0M |
| Synergy Asset Management, LLC | 0.25% | Add +246525.0% | 9,865 | $2.0M |
| Barnes Wealth Management Group, Inc | 1.28% | Add +1.6% | 9,855 | $2.0M |
| New England Private Wealth Advisors LLC | 0.31% | Add +0.3% | 9,791 | $2.0M |
| True Vision MN LLC | 1.17% | Add +0.8% | 9,638 | $1.9M |
| Clarus Wealth Advisors | 1.04% | Add +13.9% | 9,740 | $1.9M |
| Cassia Capital Partners, LLC | 1.21% | No change | 9,596 | $1.9M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.12% | New | 9,500 | $1.9M |
| SWP Financial LLC | 1.16% | Add +4.0% | 9,434 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -6.4% | 9,421 | $1.9M |
| Goldstein Advisors, LLC | 0.28% | Reduce -5.0% | 9,394 | $1.9M |
| Caprock Group, LLC | 0.06% | Reduce -15.1% | 9,293 | $1.9M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +140.8% | 9,215 | $1.9M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -0.2% | 9,035 | $1.8M |
| Sweeney & Michel, LLC | 0.80% | — | 10,074 | $1.8M |
| Benjamin Edwards Inc. | 0.03% | Add +26.7% | 9,012 | $1.8M |
| Sowell Financial Services LLC | 0.08% | New | 8,981 | $1.8M |
| Cypress Wealth Services, LLC | 0.37% | Add +74.1% | 8,959 | $1.8M |
| Sound Income Strategies, LLC | 0.11% | Add +16.7% | 8,864 | $1.8M |
| Focus Financial Network, Inc. | 0.07% | Add +7.2% | 8,656 | $1.7M |
| Endeavor Private Wealth, Inc. | 0.94% | Add +48.7% | 8,537 | $1.7M |
| Lloyd Advisory Services, LLC. | 0.85% | Add +519.8% | 8,404 | $1.7M |
| Horst & Graben Wealth Management LLC | 0.30% | Reduce -6.4% | 8,323 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.15% | Reduce -11.1% | 8,322 | $1.7M |
| Ascent Group, LLC | 0.07% | Reduce -10.0% | 8,232 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -2.9% | 8,189 | $1.7M |
| Ehrlich Financial Group | 1.20% | Add +1.4% | 8,148 | $1.6M |
| Fermata Advisors, LLC | 0.30% | Reduce -2.9% | 8,109 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -2.5% | 8,090 | $1.6M |
| Apeiron RIA LLC | 0.49% | Add +6.9% | 8,079 | $1.6M |
| Vestmark Advisory Solutions, Inc. | 0.04% | New | 8,038 | $1.6M |
| ORG Partners LLC | 0.41% | Add +13.6% | 7,977 | $1.6M |
| CCG Wealth Management, LLC | 0.96% | No change | 7,962 | $1.6M |
| Physician Wealth Advisors, Inc. | 0.28% | Add +0.0% | 7,938 | $1.6M |
| Modern Wealth Management, LLC | 0.05% | Add +31.3% | 7,735 | $1.6M |
| Quadrant Private Wealth Management, LLC | 0.39% | Add +16.4% | 7,727 | $1.6M |
| NTV Asset Management LLC | 0.21% | Reduce -1.3% | 7,675 | $1.6M |
| Nilsine Partners, LLC | 0.17% | New | 7,627 | $1.5M |
| Blake Schutter Theil Wealth Advisors, LLC | 1.73% | Reduce -0.1% | 7,528 | $1.5M |
| One Wealth Capital Management, LLC | 0.80% | Add +22.0% | 7,420 | $1.5M |
| Beacon Financial Planning, Inc. | 0.86% | Add +16.8% | 7,402 | $1.5M |
| Bryant Woods Investment Advisors, LLC | 0.72% | Reduce -0.3% | 7,365 | $1.5M |
| Tyler-Stone Wealth Management | 0.27% | Reduce -6.2% | 7,363 | $1.5M |
| Baker Boyer National Bank | 0.54% | Add +1.0% | 7,307 | $1.5M |
| RFG Advisory, LLC | 0.04% | Add +13.5% | 7,257 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.66% | Add +18.6% | 7,332 | $1.5M |
| Avior Wealth Management, LLC | 0.06% | Reduce -9.8% | 7,205 | $1.5M |
| CBIZ Investment Advisory Services, LLC | 0.07% | No change | 7,194 | $1.5M |
| Flagship Harbor Advisors, LLC | 0.08% | Reduce -3.2% | 7,126 | $1.4M |
| Portfolio Design Labs, LLC | 0.30% | Reduce -8.8% | 7,110 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.0% | 7,032 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -3.9% | 6,998 | $1.4M |
| Sheaff Brock Investment Advisors, LLC | 0.13% | Add +0.0% | 6,977 | $1.4M |
| Blair William & Co. | 0.00% | Reduce -6.9% | 6,901 | $1.4M |
| Wealth Quarterback LLC | 0.76% | Reduce -5.6% | 6,704 | $1.4M |
| Lodestone Wealth Management LLC | 0.72% | Reduce -2.7% | 6,693 | $1.4M |
| Independent Solutions Wealth Management, LLC | 0.30% | Add +8.1% | 6,654 | $1.3M |
| ACT Advisors, LLC. | 0.73% | Reduce -1.7% | 6,616 | $1.3M |
| Optivise Advisory Services LLC | 0.74% | No change | 6,536 | $1.3M |
| Thoroughbred Financial Services, LLC | 0.08% | Add +0.6% | 6,533 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -0.6% | 6,509 | $1.3M |
| Marino, Stram & Associates LLC | 0.29% | Add +3.0% | 6,443 | $1.3M |
| Braun-Bostich & Associates Inc. | 0.96% | Add +3.5% | 6,422 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +7.4% | 6,382 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +2.5% | 6,344 | $1.3M |
| Walleye Trading LLC | 0.04% | Add +31.3% | 6,300 | $1.3M |
| Quent Capital, LLC | 0.13% | Reduce -10.7% | 6,288 | $1.3M |
| McNaughton Wealth Management, LLC | 0.61% | Reduce -0.4% | 6,244 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -3.5% | 6,224 | $1.3M |
| Alterna Wealth Management, Inc. | 0.95% | Add +8.3% | 6,206 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.34% | Reduce -0.6% | 6,090 | $1.2M |
| Magnus Financial Group LLC | 0.12% | Reduce -14.4% | 6,082 | $1.2M |
| Eldridge Investment Advisors, Inc. | 0.28% | Reduce -0.3% | 6,067 | $1.2M |
| Shared Vision Wealth Group LLC | 0.67% | Reduce -0.3% | 6,067 | $1.2M |
| Independent Financial Group, LLC | 0.04% | Add +26.1% | 6,028 | $1.2M |
| SG Americas Securities, LLC | 0.00% | New | 6,000 | $1.2M |
| Chapin Davis, Inc. | 0.41% | Add +0.1% | 5,995 | $1.2M |
| Berbice Capital Management LLC | 1.04% | Add +10.3% | 5,982 | $1.2M |
| Clear Creek Financial Management, LLC | 0.12% | Reduce -6.4% | 5,952 | $1.2M |
| Hancock Whitney Corp. | 0.04% | No change | 5,940 | $1.2M |
| Gateway Wealth Partners, LLC | 0.27% | Add +8.8% | 5,933 | $1.2M |
| Arax Advisory Partners | 0.08% | Reduce -2.9% | 5,806 | $1.2M |
| Insight Wealth Strategies, LLC | 0.16% | Reduce -0.1% | 5,784 | $1.2M |
| Prudential PLC | 0.01% | Add +10.9% | 5,702 | $1.2M |
| Marcum Wealth, LLC | 0.10% | Reduce -2.8% | 5,669 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.10% | Reduce -2.7% | 5,634 | $1.1M |
| Focused Wealth Management, Inc | 0.15% | Add +0.0% | 5,525 | $1.1M |
| Nova R Wealth, Inc. | 0.55% | Reduce -0.8% | 5,523 | $1.1M |
| Planned Solutions, Inc. | 0.45% | Add +1.7% | 5,445 | $1.1M |
| Betterment LLC | 0.00% | Reduce -67.8% | 5,438 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -13.8% | 5,281 | $1.1M |
| Fortress Wealth Management, Inc. | 0.57% | Reduce -1.9% | 5,390 | $1.1M |
| Lantz Financial LLC | 0.30% | Add +17.8% | 5,388 | $1.1M |
| UMB Bank, n.a. | 0.02% | Add +144.9% | 5,352 | $1.1M |
| PFG Advisors | 0.06% | Add +3.1% | 5,303 | $1.1M |
| Polymer Capital Management (HK) LTD | 0.19% | New | 5,300 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Add +2.0% | 5,268 | $1.1M |
| PKS Advisory Services, LLC | 0.29% | Reduce -1.6% | 5,197 | $1.1M |
| Verus Capital Partners, LLC | 0.10% | Add +4.0% | 5,192 | $1.0M |
| Arkadios Wealth Advisors | 0.04% | Add +56.1% | 5,151 | $1.0M |
| QRG Capital Management, Inc. | 0.01% | Reduce -24.2% | 5,076 | $1.0M |
| Moneco Advisors, LLC | 0.11% | Reduce -5.8% | 5,052 | $1.0M |
| Copperleaf Capital, LLC | 0.61% | New | 5,044 | $1.0M |
| Belvedere Trading LLC | 0.09% | New | 4,997 | $1.0M |
| Center For Asset Management LLC | 0.62% | Reduce -26.5% | 4,985 | $1.0M |
| Magnolia Capital Advisors LLC | 0.27% | Reduce -5.2% | 4,968 | $1.0M |
| Golden State Wealth Management, LLC | 0.15% | Add +5.7% | 4,953 | $1.0M |
| Security Financial Services, INC. | 0.20% | Reduce -29.3% | 4,948 | $1.0M |
| Bison Wealth, LLC | 0.09% | Add +157.8% | 4,816 | $997K |
| Aspire Capital Advisors LLC | 0.30% | New | 4,891 | $989K |
| First National Bank & Trust Co. of Newtown | 0.21% | Reduce -4.1% | 4,835 | $977K |
| PGIM Custom Harvest LLC | 0.02% | No change | 4,812 | $973K |
| Focus Partners Wealth | 0.00% | Reduce -10.1% | 4,806 | $972K |
| WPG Advisers, LLC | 0.90% | Reduce -1.3% | 4,801 | $970K |
| Hoxton Planning & Management, LLC | 0.37% | Reduce -17.7% | 4,781 | $966K |
| Wedbush Securities Inc. | 0.04% | Add +29.5% | 4,770 | $964K |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -21.9% | 4,674 | $945K |
| Davis Wealth Advisors, LLC | 1.07% | Add +6.1% | 4,666 | $943K |
| Verdence Capital Advisors LLC | 0.07% | Reduce -1.1% | 4,661 | $942K |
| ERn Financial, LLC | 0.15% | Reduce -0.8% | 4,652 | $940K |
| Simplex Trading, LLC | 0.03% | New | 4,641 | $938K |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -2.3% | 4,635 | $937K |
| Sound Financial Strategies Group, LLC | 0.83% | Add +59.0% | 4,579 | $926K |
| Private Advisory Group LLC | 0.10% | Add +1.3% | 4,530 | $916K |
| Diversify Advisory Services, LLC | 0.06% | Add +107.6% | 4,374 | $916K |
| Three Magnolias Financial Advisors, LLC | 0.77% | Reduce -6.1% | 4,518 | $913K |
| Aspect Partners, LLC | 0.51% | Add +0.1% | 4,427 | $895K |
| Sovereign Financial Group, Inc. | 0.21% | Add +2.3% | 4,426 | $895K |
| Advus Financial Partners, LLC | 0.25% | Add +81.4% | 4,415 | $892K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +7.5% | 4,401 | $890K |
| Yukon Wealth Management, Inc. | 0.37% | — | 4,351 | $879K |
| BridgePort Financial Solutions, LLC | 0.39% | No change | 4,223 | $854K |
| Kathleen S. Wright Associates Inc. | 0.34% | Reduce -2.6% | 4,118 | $832K |
| Centurion Wealth Management LLC | 0.26% | No change | 3,989 | $825K |
| Trust Co | 0.10% | Reduce -59.0% | 4,030 | $814K |
| Sollinda Capital Management LLC | 0.23% | Reduce -3.7% | 4,020 | $812K |
| Waterloo Capital, L.P. | 0.08% | Add +71.4% | 4,020 | $812K |
| Lansing Street Advisors | 0.27% | Add +0.3% | 4,008 | $810K |
| Silver Oak Securities, Incorporated | 0.07% | Add +9.6% | 3,979 | $799K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -7.7% | 3,937 | $796K |
| Fifth Third Bancorp | 0.00% | Add +13.0% | 3,931 | $795K |
| LifePlan Investment Advisors, Inc. | 0.45% | Add +15.9% | 3,904 | $789K |
| Silverlake Wealth Management LLC | 0.30% | Reduce -20.0% | 3,874 | $783K |
| Creative Financial Designs Inc. | 0.06% | Add +1.2% | 3,853 | $779K |
| Lee Financial Co | 0.12% | Reduce -4.7% | 3,852 | $779K |
| FSM Wealth Advisors, LLC | 0.18% | No change | 3,851 | $778K |
| VestGen Investment Management | 0.59% | Reduce -8.3% | 3,848 | $778K |
| Private Trust Co. NA | 0.08% | Reduce -3.1% | 3,797 | $767K |
| Adaptive Financial Consulting, LLC | 0.33% | Reduce -1.2% | 3,763 | $761K |
| Sierra Capital LLC | 0.09% | Reduce -38.0% | 3,761 | $760K |
| First Citizens Financial Corp | 0.42% | Reduce -3.5% | 3,665 | $741K |
| Natixis | 0.00% | Reduce -0.1% | 3,710 | $741K |
| CoreCap Advisors, LLC | 0.03% | Add +84.7% | 3,654 | $739K |
| GSG Advisors LLC | 0.24% | Add +0.3% | 3,671 | $733K |
| Stage Harbor Financial, LLC | 0.62% | Add +209.7% | 3,624 | $733K |
| Benchmark Wealth Management, LLC | 0.35% | New | 3,596 | $727K |
| Institute for Wealth Management, LLC. | 0.09% | Reduce -1.4% | 3,594 | $726K |
| Talisman Wealth Advisors LLC | 0.75% | Add +4.8% | 3,590 | $726K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -4.7% | 3,575 | $723K |
| Strata Wealth Advisors, LLC | 0.22% | No change | 3,572 | $722K |
| Flagstar Securities, Inc. | 0.18% | Add +1.5% | 3,526 | $713K |
| Alliancebernstein L.P. | 0.00% | No change | 3,500 | $707K |
| Firethorn Wealth Partners, LLC | 0.34% | Add +165.6% | 3,477 | $703K |
| RCS Financial Planning, LLC | 0.37% | Add +3.6% | 3,448 | $697K |
| CW Advisors, LLC | 0.01% | New | 3,372 | $694K |
| MBE Wealth Management, LLC | 0.33% | Reduce -4.9% | 3,406 | $688K |
| Interchange Capital Partners, LLC | 0.19% | Reduce -0.8% | 3,392 | $686K |
| Belpointe Asset Management LLC | 0.04% | Reduce -1.3% | 3,391 | $685K |
| Aspire Private Capital, LLC | 0.17% | Add +0.9% | 3,377 | $683K |
| Lanark Financial, Inc. | 0.06% | — | 3,374 | $682K |
| Mather Group, Llc. | 0.01% | Add +28.9% | 3,362 | $680K |
| John W. Brooker & Co., CPAs | 0.28% | Reduce -6.5% | 3,344 | $676K |
| Rehmann Capital Advisory Group | 0.04% | No change | 3,338 | $675K |
| Glenmede Trust Co. NA | 0.00% | No change | 3,327 | $672K |
| Advantage Trust Co | 0.40% | No change | 3,298 | $667K |
| CRA Financial Services, LLC | 0.11% | Reduce -0.3% | 3,232 | $653K |
| Ergawealth Advisors, Inc. | 0.32% | Add +59.9% | 3,221 | $651K |
| Freedom Investment Management, Inc. | 0.05% | Add +26.1% | 3,208 | $648K |
| Wolverine Trading, LLC | 0.02% | New | 3,214 | $646K |
| Pinnacle Associates Ltd. | 0.01% | Add +63.5% | 3,189 | $645K |
| Burt Wealth Advisors | 0.16% | No change | 3,182 | $643K |
| Retirement Wealth Solutions LLC | 0.51% | Add +33.1% | 3,157 | $638K |
| Dakota Wealth Management | 0.01% | Reduce -4.4% | 3,152 | $637K |
| Armstrong Advisory Group, Inc. | 0.05% | No change | 3,058 | $633K |
| Blalock Williams, LLC | 0.71% | Add +9.8% | 3,130 | $633K |
| Gries Financial LLC | 0.12% | No change | 3,066 | $620K |
| V2 Financial group LLC | 0.40% | Reduce -14.9% | 3,065 | $620K |
| World Equity Group, Inc. | 0.18% | Add +12.5% | 3,033 | $613K |
| Eagle Strategies LLC | 0.11% | Add +0.1% | 3,033 | $613K |
| W Advisors, LLC | 0.38% | Add +6.5% | 3,032 | $613K |
| Commonwealth Retirement Investments LLC | 0.25% | Add +5.4% | 3,024 | $611K |
| Bernardo Wealth Planning LLC | 0.14% | Reduce -0.3% | 2,979 | $602K |
| Trueblood Wealth Management, LLC | 0.28% | Add +13.5% | 2,967 | $600K |
| Dopkins Wealth Management, LLC | 0.30% | No change | 2,940 | $594K |
| Mosaic Family Wealth Partners, LLC | 0.08% | Add +6.7% | 2,920 | $590K |
| Bessemer Group Inc. | 0.00% | Reduce -8.4% | 2,913 | $589K |
| Trust Co of the South | 0.12% | New | 2,907 | $588K |
| Elevation Capital Advisory, LLC | 0.25% | Reduce -93.8% | 2,864 | $579K |
| Axxcess Wealth Management, LLC | 0.02% | Add +55.1% | 2,850 | $576K |
| Joel Adams & Associates, Inc. | 0.52% | Add +1.4% | 2,846 | $575K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -25.0% | 2,839 | $574K |
| Palumbo Wealth Management LLC | 0.19% | Add +0.2% | 2,835 | $573K |
| Investment Advisory Group, LLC | 0.19% | No change | 2,787 | $563K |
| Money Concepts Capital Corp. | 0.04% | Add +4.4% | 2,767 | $559K |
| Keystone Financial Group, Inc. | 0.39% | Reduce -7.9% | 2,598 | $556K |
| Ascentis Independent Advisors | 0.11% | Add +5.8% | 2,733 | $552K |
| Perissos Private Wealth Management, LLC | 0.50% | Add +0.1% | 2,725 | $551K |
| Lion Street Advisors, LLC | 0.17% | Add +0.6% | 2,721 | $550K |
| Level Four Advisory Services, LLC | 0.02% | Add +3.3% | 2,714 | $549K |
| Clearstead Advisors, LLC | 0.01% | Reduce -9.5% | 2,705 | $547K |
| Amplius Wealth Advisors, LLC | 0.06% | No change | 2,690 | $544K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -64.2% | 2,676 | $541K |
| Aspire Growth Partners LLC | 0.47% | Reduce -15.8% | 2,443 | $527K |
| Parallax Volatility Advisers, L.P. | 0.02% | New | 2,601 | $526K |
| Compass Capital Corp. /Ma/ | 0.27% | No change | 2,634 | $524K |
| Ewa, LLC | 0.19% | Reduce -24.6% | 2,585 | $523K |
| Cibc World Market Inc. | 0.00% | Add +22.5% | 2,585 | $523K |
| GWN Securities Inc. | 0.03% | New | 2,508 | $520K |
| OMNI 360 Wealth, Inc. | 0.35% | Reduce -9.2% | 2,573 | $520K |
| Integrity Alliance, Llc. | 0.02% | Add +74.1% | 2,557 | $517K |
| LS Investment Advisors, LLC | 0.08% | Reduce -4.2% | 2,540 | $513K |
| MTM Investment Management, LLC | 0.20% | No change | 2,522 | $513K |
| LongView Wealth Management | 0.15% | Reduce -7.4% | 2,528 | $511K |
| Integrated Advisors Network LLC | 0.03% | Add +119.1% | 2,524 | $510K |
| GDS Wealth Management | 0.04% | Add +11.3% | 2,520 | $509K |
| Transcend Capital Advisors, LLC | 0.04% | Add +1.9% | 2,497 | $505K |
| Busey Bank | 0.02% | Reduce -5.8% | 2,466 | $498K |
| Spectrum Wealth Advisory Group, LLC | 0.24% | Add +0.0% | 2,438 | $493K |
| Tyche Wealth Partners LLC | 0.11% | Add +9.9% | 2,437 | $493K |
| Raleigh Capital Management Inc. | 0.22% | Add +0.3% | 2,427 | $491K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +57.7% | 2,426 | $490K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | New | 2,410 | $487K |
| First Foundation Advisors | 0.02% | No change | 2,404 | $486K |
| Estate Counselors, LLC | 0.05% | No change | 2,400 | $485K |
| Shore Point Advisors, LLC | 0.26% | Reduce -52.3% | 2,393 | $484K |
| Tiaa Trust, National Association | 0.00% | No change | 2,380 | $481K |
| Oxinas Partners, LLC | 0.28% | Add +2.1% | 2,339 | $473K |
| New Millennium Group LLC | 0.31% | Reduce -2.0% | 2,334 | $472K |
| KKM Financial LLC | 0.20% | Reduce -7.9% | 2,321 | $469K |
| Vantage Point Financial LLC | 0.24% | Add +7.1% | 2,317 | $468K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.5% | 2,317 | $468K |
| Pathstone Holdings, LLC | 0.00% | Reduce -17.5% | 2,318 | $468K |
| Maia Wealth LLC | 0.10% | Reduce -23.1% | 2,337 | $462K |
| Capital Investment Advisors, LLC | 0.01% | Add +36.6% | 2,282 | $461K |
| Barclays PLC | 0.00% | Add +576.3% | 2,279 | $461K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -90.3% | 2,272 | $459K |
| Kane Investment Management, Inc. | 0.22% | Reduce -2.0% | 2,243 | $453K |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.1% | 2,241 | $453K |
| Fisher Asset Management | 0.00% | Add +54.2% | 2,234 | $452K |
| BCU Wealth Advisors, LLC | 0.23% | Reduce -25.6% | 2,230 | $451K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +32.2% | 2,227 | $450K |
| Atlas Brown,Inc. | 0.16% | Add +10.9% | 2,223 | $449K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +23.0% | 2,220 | $449K |
| Quantinno Capital Management LP | 0.00% | Add +25.9% | 2,220 | $449K |
| HBW Advisory Services LLC | 0.06% | Add +0.2% | 2,218 | $448K |
| CGN Advisors LLC | 0.04% | Reduce -20.1% | 2,211 | $447K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +184.2% | 2,211 | $447K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 2,207 | $446K |
| Bowman & Co S.C. | 0.22% | Add +12.0% | 2,166 | $438K |
| Wealthfront Advisers LLC | 0.00% | Add +69.3% | 2,120 | $429K |
| Vicus Capital | 0.04% | No change | 2,113 | $427K |
| Ascentis Wealth Management, LLC | 0.14% | Add +11.5% | 2,099 | $427K |
| First Bank & Trust | 0.08% | Reduce -5.5% | 2,101 | $425K |
| Breakwater Capital Group | 0.08% | New | 2,094 | $423K |
| Cornerstone Financial Group, LLC | 0.38% | No change | 1,895 | $423K |
| Alpha Cubed Investments, LLC | 0.02% | Add +17.9% | 2,091 | $423K |
| Empire Financial Management Company, LLC | 0.13% | Reduce -4.6% | 2,088 | $422K |
| Aviso Financial Inc. | 0.02% | Add +33.7% | 2,087 | $422K |
| Financial Life Advisors | 0.16% | No change | 2,077 | $420K |
| Brookwood Investment Group LLC | 0.07% | — | 2,072 | $419K |
| Fingerlakes Wealth Management, Inc. | 0.36% | Reduce -1.8% | 2,070 | $418K |
| Johnson Financial Group, Inc. | 0.02% | Add +13.4% | 2,064 | $417K |
| Legacy Trust | 0.10% | No change | 2,060 | $416K |
| Allen Capital Group, LLC | 0.05% | No change | 2,048 | $414K |
| Centric Wealth Management | 0.11% | Add +0.1% | 2,036 | $412K |
| White Lighthouse Investment Management Inc. | 0.07% | Reduce -6.0% | 2,023 | $409K |
| Good Life Advisors, LLC | 0.03% | Add +0.1% | 2,006 | $405K |
| Brandywine Oak Private Wealth LLC | 0.04% | No change | 1,974 | $399K |
| Client 1ST Advisory Group, LLC | 0.15% | Reduce -1.5% | 1,969 | $398K |
| Santori & Peters, Inc. | 0.16% | Reduce -17.2% | 1,949 | $394K |
| SeaCrest Wealth Management, LLC | 0.04% | Reduce -1.4% | 1,947 | $394K |
| Absolute Capital Management, LLC | 0.23% | Add +1.1% | 1,946 | $394K |
| Cooper Financial Group | 0.05% | Add +16.1% | 1,935 | $391K |
| Owen LaRue, LLC | 0.19% | Add +0.1% | 1,931 | $390K |
| Arete Wealth Advisors, LLC | 0.03% | Add +6.6% | 1,928 | $390K |
| Legacy Solutions, LLC | 0.43% | No change | 1,922 | $388K |
| NorthRock Partners, LLC | 0.01% | Add +1516.1% | 1,907 | $385K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +15.7% | 1,888 | $382K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -9.2% | 1,823 | $382K |
| Syntegra Private Wealth Group, LLC | 0.04% | No change | 1,878 | $380K |
| LifeSteps Financial, Inc. | 0.31% | Reduce -8.1% | 1,876 | $379K |
| Concorde Asset Management, LLC | 0.20% | New | 1,889 | $378K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -0.1% | 1,860 | $376K |
| First Merchants Corp. | 0.01% | Reduce -15.4% | 1,852 | $374K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 1,845 | $373K |
| Brown Miller Wealth Management, LLC | 0.13% | New | 1,842 | $372K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -16.3% | 1,829 | $370K |
| Integrity Wealth Solutions LLC | 0.20% | Add +1.2% | 1,821 | $368K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +11.7% | 1,817 | $367K |
| Nwam LLC | 0.03% | Add +9.3% | 1,804 | $365K |
| Johnson Investment Counsel Inc. | 0.00% | Add +3.9% | 1,801 | $364K |
| United Advisor Group, LLC | 0.07% | Add +20.1% | 1,798 | $364K |
| IAG Wealth Partners, LLC | 0.06% | Reduce -17.9% | 1,789 | $362K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -2.3% | 1,775 | $359K |
| WealthBridge Capital Management, LLC | 0.10% | Reduce -0.6% | 1,775 | $359K |
| Vontobel Holding Ltd. | 0.00% | Reduce -16.0% | 1,753 | $354K |
| Wick Capital Partners, LLC | 0.11% | New | 1,752 | $354K |
| Accelerate Investment Advisors LLC | 0.29% | Add +59.8% | 1,735 | $351K |
| Baron Financial Group, LLC | 0.22% | Reduce -40.9% | 1,735 | $351K |
| Opinicus Capital, Inc. | 0.31% | Add +1.2% | 1,724 | $349K |
| Sterling Group Wealth Management, LLC | 0.19% | No change | 1,714 | $346K |
| Maridea Wealth Management LLC | 0.11% | Add +65.8% | 1,685 | $341K |
| Northern Trust Corp. | 0.00% | Reduce -62.4% | 1,684 | $340K |
| Jacobi Capital Management LLC | 0.03% | Add +0.4% | 1,682 | $340K |
| Summit Financial, LLC | 0.01% | New | 1,681 | $340K |
| Fullcircle Wealth LLC | 0.14% | Reduce -26.6% | 1,631 | $339K |
| Mendel Money Management | 0.16% | Reduce -3.8% | 1,670 | $338K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.1% | 1,666 | $337K |
| Teamwork Financial Advisors, LLC | 0.05% | Reduce -2.9% | 1,665 | $337K |
| Hemington Wealth Management | 0.05% | Reduce -36.6% | 1,663 | $336K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -4.1% | 1,655 | $335K |
| Accredited Investor Services, LLC | 0.28% | No change | 1,643 | $332K |
| Transce3nd, LLC | 0.15% | Add +18.1% | 1,622 | $328K |
| Washington Trust Advisors, Inc. | 0.03% | No change | 1,600 | $323K |
| Edgestream Partners, L.P. | 0.01% | Add +32.5% | 1,594 | $322K |
| Beacon Financial Advisory LLC | 0.10% | New | 1,590 | $321K |
| Delta Financial Group, Inc. | 0.07% | Add +0.2% | 1,510 | $318K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -12.7% | 1,567 | $317K |
| Quartz Partners, LLC | 0.19% | New | 1,566 | $317K |
| Lincoln Capital Corp. | 0.13% | Add +7.1% | 1,563 | $316K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.5% | 1,541 | $311K |
| MGB Wealth Management, LLC | 0.11% | Add +95.0% | 1,537 | $311K |
| StoneX Group Inc. | 0.02% | Add +11.6% | 1,534 | $310K |
| Members Advisory Group LLC | 0.13% | Add +0.7% | 1,535 | $310K |
| WBH Advisory Inc. | 0.03% | Reduce -76.9% | 1,534 | $310K |
| Jefferies Financial Group Inc. | 0.01% | New | 1,515 | $306K |
| CogentBlue Wealth Advisors, LLC | 0.27% | No change | 1,513 | $306K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Reduce -12.5% | 1,508 | $305K |
| Larson Financial Group LLC | 0.01% | Add +4.2% | 1,503 | $304K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 1,502 | $303K |
| FLP Wealth Management, LLC | 0.96% | Add +190.9% | 1,495 | $302K |
| Newman Dignan & Sheerar, Inc. | 0.08% | Reduce -0.5% | 1,489 | $301K |
| TRUE Private Wealth Advisors | 0.04% | New | 1,481 | $299K |
| Tradition Wealth Management, LLC | 0.03% | Add +1.4% | 1,478 | $299K |
| National Bank of Canada | 0.00% | Reduce -5.0% | 1,478 | $299K |
| James J. Burns & Company, LLC | 0.05% | Reduce -13.0% | 1,478 | $299K |
| Argent Trust Co | 0.01% | Add +3.4% | 1,457 | $295K |
| Lunt Capital Management, Inc. | 0.11% | No change | 1,457 | $295K |
| JBR Co Financial Management Inc | 0.17% | No change | 1,456 | $294K |
| Almanack Investment Partners, LLC. | 0.06% | Reduce -19.2% | 1,444 | $292K |
| Atlatl Advisers LLC | 0.19% | Reduce -2.2% | 1,440 | $291K |
| Advisory Alpha, LLC | 0.01% | Add +4.9% | 1,439 | $291K |
| JT Stratford LLC | 0.05% | Add +20.9% | 1,437 | $290K |
| TCFG Wealth Management, LLC | 0.15% | Add +18.8% | 1,433 | $290K |
| Cahill Financial Advisors Inc. | 0.04% | No change | 1,416 | $286K |
| USAdvisors Wealth Management, LLC | 0.10% | Reduce -89.9% | 143 | $285K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -0.8% | 1,395 | $282K |
| Fortune Financial Advisors, LLC | 0.24% | Add +0.1% | 1,388 | $281K |
| NorthCoast Asset Management LLC | 0.00% | Add +32.4% | 1,384 | $280K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 1,375 | $278K |
| Successful Portfolios LLC | 0.19% | No change | 1,372 | $277K |
| Everpar Advisors LLC | 0.15% | Add +33.5% | 1,356 | $274K |
| Hutchens & Kramer Investment Management Group, LLC | 0.15% | Reduce -9.9% | 1,352 | $273K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 1,350 | $273K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -0.2% | 1,347 | $272K |
| Lakeridge Wealth Management LLC | 0.14% | Add +22.9% | 1,337 | $270K |
| LPF Advisors LLC | 0.22% | Add +0.1% | 1,327 | $268K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -6.4% | 1,320 | $267K |
| Brighton Jones LLC | 0.01% | New | 1,318 | $266K |
| Smithfield Trust Co | 0.01% | No change | 1,317 | $266K |
| Semus Wealth Partners LLC | 0.19% | Add +9.9% | 1,315 | $266K |
| Vista Investment Management | 0.10% | Reduce -3.5% | 1,314 | $266K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +8.4% | 1,307 | $264K |
| Parsons Capital Management Inc. | 0.01% | Reduce -2.8% | 1,303 | $263K |
| Rede Wealth, LLC | 0.09% | Reduce -3.1% | 1,302 | $263K |
| Kelman-Lazarov, Inc. | 0.05% | New | 1,302 | $263K |
| ProVise Management Group, LLC | 0.02% | Reduce -0.1% | 1,289 | $261K |
| Orion Capital Management LLC | 0.11% | No change | 1,273 | $257K |
| HMV Wealth Advisors, LLC | 0.20% | Reduce -12.3% | 1,268 | $256K |
| Bank of Montreal | 0.00% | Reduce -44.0% | 1,266 | $256K |
| Berkshire Money Management, Inc. | 0.03% | Reduce -3.1% | 1,263 | $255K |
| Bordeaux Wealth Advisors LLC | 0.05% | Add +14.2% | 1,260 | $255K |
| Reyes Financial Architecture, Inc. | 0.19% | No change | 1,255 | $254K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.3% | 1,402 | $254K |
| IMG Wealth Management, Inc. | 0.23% | Add +1.3% | 1,252 | $253K |
| Novus Advisors, LLC | 0.26% | No change | 1,251 | $253K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -6.5% | 1,243 | $251K |
| L.M. Kohn & Company | 0.07% | Reduce -0.5% | 1,234 | $249K |
| Strid Group, LLC | 0.04% | No change | 1,232 | $249K |
| Bryn Mawr Trust Advisors, LLC | 0.01% | No change | 1,228 | $248K |
| Veracity Capital LLC | 0.10% | Add +2.6% | 1,227 | $248K |
| Q3 Asset Management | 0.17% | New | 1,231 | $248K |
| Sierra Ocean, LLC | 0.19% | Reduce -28.7% | 1,219 | $246K |
| Arcadia Wealth Management, LLC | 0.12% | Reduce -1.5% | 1,219 | $246K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 1,210 | $245K |
| BostonPremier Wealth LLC | 0.15% | Reduce -4.8% | 1,202 | $243K |
| Delta Wealth Advisors LLC | 0.22% | Reduce -23.5% | 1,200 | $243K |
| Opulen Financial Group LLC | 0.22% | Add +0.1% | 1,195 | $242K |
| Capital A Wealth Management, LLC | 0.25% | Reduce -72.9% | 1,193 | $241K |
| FAS Wealth Partners, Inc. | 0.02% | Add +0.3% | 1,182 | $239K |
| Maripau Wealth Management LLC | 0.14% | Add +0.4% | 1,180 | $238K |
| Rappaport Reiches Capital Management, LLC | 0.06% | No change | 1,179 | $238K |
| Aprio Wealth Management, LLC | 0.03% | New | 1,178 | $238K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +10.3% | 1,178 | $238K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.7% | 1,172 | $237K |
| Glassman Wealth Services | 0.04% | No change | 1,169 | $236K |
| Whalen Wealth Management Inc. | 0.16% | New | 1,167 | $236K |
| Two West Capital Advisors LLC | 0.20% | Add +2.9% | 1,202 | $236K |
| Traction Financial Partners, LLC | 0.18% | Reduce -22.2% | 1,166 | $236K |
| Blackston Financial Advisory Group, LLC | 0.16% | Reduce -4.7% | 1,161 | $235K |
| Inscription Capital, LLC | 0.04% | — | 1,250 | $234K |
| Composition Wealth, LLC | 0.00% | Reduce -15.7% | 1,155 | $233K |
| Allegheny Financial Group | 0.06% | No change | 1,153 | $233K |
| My Legacy Advisors, LLC | 0.09% | Add +3.7% | 1,152 | $233K |
| Royal Harbor Partners, LLC | 0.09% | No change | 1,146 | $232K |
| Darwin Wealth Management, LLC | 0.08% | No change | 1,112 | $230K |
| Osborne Partners Capital Management, LLC | 0.01% | Reduce -30.9% | 1,130 | $228K |
| Collaborative Wealth Managment Inc. | 0.11% | Reduce -16.4% | 1,123 | $227K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,122 | $227K |
| Private Wealth Asset Management, LLC | 0.03% | — | 1,118 | $226K |
| LaSalle St. Investment Advisors, LLC | 0.05% | New | 1,116 | $225K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +3.8% | 1,111 | $225K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -3.6% | 1,110 | $224K |
| New Hampshire Trust | 0.05% | No change | 1,095 | $221K |
| Financial Counselors Inc. | 0.00% | Reduce -23.3% | 1,095 | $221K |
| 4J Wealth Management LLC | 0.17% | No change | 1,089 | $220K |
| 1ST Source Bank | 0.01% | No change | 1,080 | $218K |
| Cadence Bank | 0.02% | No change | 1,077 | $218K |
| Chancellor Financial Group WB LP | 0.18% | No change | 1,068 | $216K |
| Secure Asset Management, LLC | 0.04% | New | 1,059 | $214K |
| FourThought Financial Partners, LLC | 0.02% | Add +0.1% | 1,055 | $213K |
| Vanguard Group Inc. | 0.00% | Add +8.5% | 1,055 | $213K |
| Axis Wealth Partners, LLC | 0.16% | No change | 1,049 | $212K |
| BBR Partners, LLC | 0.01% | No change | 1,045 | $211K |
| NCM Capital Management, LLC | 0.09% | No change | 1,044 | $211K |
| SYM FINANCIAL Corp | 0.03% | No change | 1,043 | $211K |
| Meridian Investment Counsel Inc. | 0.06% | Reduce -30.8% | 1,041 | $210K |
| Burke & Herbert Bank & Trust Co. | 0.05% | No change | 1,037 | $210K |
| Strategy Asset Managers LLC | 0.04% | No change | 1,032 | $209K |
| Summit Investment Advisory Services, LLC | 0.10% | Reduce -7.2% | 1,032 | $209K |
| Lifeworks Advisors, LLC | 0.03% | New | 1,032 | $209K |
| Gentry Private Wealth, LLC | 0.17% | No change | 1,031 | $208K |
| Gibbs Wealth Management | 0.05% | New | 1,011 | $204K |
| Prosperity Wealth Management, Inc. | 0.10% | Reduce -11.9% | 1,009 | $204K |
| Zhang Financial LLC | 0.01% | No change | 1,000 | $202K |
| Key Financial Inc | 0.04% | No change | 950 | $192K |
| GPS Wealth Strategies Group, LLC | 0.03% | Reduce -3.5% | 937 | $189K |
| Stephens Consulting, LLC | 0.05% | No change | 894 | $181K |
| Quadrant Capital Group LLC | 0.01% | No change | 883 | $178K |
| Continuum Advisory, LLC | 0.02% | Reduce -19.1% | 872 | $176K |
| Citizens National Bank Trust Department | 0.04% | No change | 869 | $176K |
| Spirit of America Management Corp. | 0.04% | Add +0.2% | 865 | $175K |
| Wood Tarver Financial Group, LLC | 0.06% | No change | 851 | $172K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -24.9% | 845 | $171K |
| First PREMIER Bank | 0.04% | No change | 834 | $169K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 810 | $164K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -4.5% | 799 | $162K |
| American Capital Advisory, LLC | 0.08% | Reduce -9.3% | 758 | $153K |
| Founders Financial Alliance, LLC | 0.04% | Add +38.4% | 743 | $150K |
| Salomon & Ludwin, LLC | 0.02% | No change | 737 | $149K |
| Signaturefd, LLC | 0.00% | No change | 706 | $143K |
| Pinnacle Bancorp, Inc. | 0.05% | No change | 703 | $142K |
| Integrity Financial Corp | 0.08% | No change | 699 | $141K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +244.4% | 682 | $138K |
| JDM Financial Group LLC | 0.07% | No change | 645 | $130K |
| Wellington Shields Capital Management, LLC | 0.02% | No change | 630 | $127K |
| Cape Investment Advisory, Inc. | 0.05% | Add +4.7% | 603 | $122K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 574 | $116K |
| CENTRAL TRUST Co | 0.00% | Add +10.4% | 572 | $116K |
| New Republic Capital, LLC | 0.05% | Add +0.3% | 566 | $115K |
| AdvisorNet Financial, Inc | 0.01% | Add +156.0% | 558 | $113K |
| Bogart Wealth, LLC | 0.01% | No change | 541 | $109K |
| Inlight Wealth Management, LLC | 0.07% | New | 523 | $106K |
| WASHINGTON TRUST Co | 0.00% | No change | 514 | $104K |
| Signature Resources Capital Management, LLC | 0.08% | No change | 474 | $96K |
| Financial Gravity Asset Management, Inc. | 0.02% | — | 454 | $92K |
| Parkside Financial Bank & Trust | 0.01% | Add +7.5% | 446 | $90K |
| Comprehensive Financial Planning, Inc. | 0.08% | Add +0.2% | 429 | $87K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -41.2% | 426 | $86K |
| Richardson Financial Services Inc. | 0.06% | Add +9.2% | 414 | $84K |
| Trust Co. of Vermont | 0.00% | Add +13.8% | 411 | $83K |
| Global Financial Private Client, LLC | 0.03% | Reduce -28.0% | 402 | $81K |
| First Pacific Financial | 0.02% | Reduce -3.9% | 399 | $81K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Add +122.3% | 398 | $80K |
| TD Capital Management LLC | 0.01% | Reduce -69.1% | 391 | $79K |
| Runnymede Capital Advisors, Inc. | 0.07% | Reduce -84.3% | 380 | $77K |
| Quantbot Technologies LP | 0.00% | Reduce -52.9% | 373 | $75K |
| Westside Investment Management, Inc. | 0.02% | Add +7.2% | 371 | $75K |
| Realta Investment Advisors | 0.03% | Add +57.9% | 368 | $74K |
| Advyzon Investment Management, LLC | 0.03% | New | 366 | $74K |
| Pittenger & Anderson Inc. | 0.00% | No change | 338 | $68K |
| S&T Bank | 0.02% | No change | 323 | $65K |
| MPWM Advisory Solutions, LLC | 0.05% | Add +342.9% | 310 | $63K |
| Tanglewood Legacy Advisors, LLC | 0.03% | Reduce -7.2% | 285 | $58K |
| Bfsg, LLC | 0.01% | No change | 276 | $56K |
| Y.D. More Investments Ltd | 0.00% | No change | 273 | $55K |
| LGT Financial Advisors LLC | 0.17% | Reduce -3.6% | 269 | $55K |
| Cloud Capital Management, LLC | 0.04% | — | 268 | $54K |
| CNB Bank | 0.03% | No change | 263 | $53K |
| Hexagon Capital Partners LLC | 0.01% | No change | 250 | $51K |
| Bangor Savings Bank | 0.00% | Reduce -16.7% | 250 | $51K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $51K |
| Clark Wealth Partners | 0.04% | New | 246 | $50K |
| Abound Wealth Management | 0.02% | Add +74.5% | 239 | $48K |
| Murphy & Mullick Capital Management Corp | 0.05% | Add +64.1% | 238 | $48K |
| Kings Path Partners LLC | 0.02% | No change | 229 | $46K |
| CX Institutional | 0.00% | New | 214 | $43K |
| REAP Financial Group, LLC | 0.01% | Reduce -13.3% | 203 | $41K |
| Family Capital Trust Co | 0.01% | Reduce -2.2% | 179 | $36K |
| Winthrop Capital Management, LLC | 0.01% | No change | 177 | $36K |
| Group One Trading LLC | 0.00% | Reduce -91.3% | 177 | $36K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +81.4% | 176 | $36K |
| Luminist Capital LLC | 0.04% | No change | 170 | $35K |
| HM Payson & Co. | 0.00% | No change | 171 | $35K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 161 | $33K |
| NBT Bank, N.A. | 0.00% | No change | 155 | $31K |
| Islay Capital Management, LLC | 0.02% | Reduce -11.8% | 150 | $30K |
| Compass Wealth Management LLC | 0.01% | New | 149 | $30K |
| GAMMA Investing LLC | 0.00% | Reduce -12.9% | 149 | $30K |
| Cornerstone Planning Group LLC | 0.01% | Add +140.3% | 149 | $30K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +12.7% | 142 | $29K |
| Northwest Capital Management Inc | 0.01% | No change | 137 | $28K |
| Arlington Trust Co LLC | 0.01% | No change | 131 | $26K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -57.0% | 130 | $26K |
| Operose Advisors LLC | 0.01% | Reduce -32.5% | 127 | $26K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 127 | $26K |
| Paladin Advisory Group, LLC | 0.02% | No change | 122 | $25K |
| Fortitude Family Office, LLC | 0.01% | No change | 122 | $25K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 120 | $24K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 107 | $22K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 106 | $21K |
| DecisionPoint Financial, LLC | 0.01% | No change | 102 | $21K |
| Legacy Wealth Managment, LLC | 0.01% | No change | 101 | $20K |
| Park Square Financial Group, LLC | 0.02% | No change | 100 | $20K |
| AllSquare Wealth Management LLC | 0.01% | Reduce -3.9% | 100 | $20K |
| Wellington Shields & Co., LLC | 0.01% | Reduce -68.9% | 100 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -18.7% | 100 | $20K |
| Millstone Evans Group, LLC | 0.01% | No change | 94 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 90 | $18K |
| Fourth Dimension Wealth, LLC | 0.01% | Add +1.1% | 90 | $18K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 88 | $18K |
| Clear Investment Research, LLC | 0.02% | No change | 87 | $18K |
| Register Financial Advisors LLC | 0.01% | No change | 85 | $17K |
| Crewe Advisors LLC | 0.00% | No change | 83 | $17K |
| Richardson Capital Management LLC | 0.01% | New | 77 | $16K |
| Tucker Asset Management LLC | 0.01% | Reduce -10.5% | 77 | $16K |
| EPG Wealth Management LLC | 0.00% | No change | 77 | $16K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -11.6% | 76 | $15K |
| PFG Private Wealth Management, LLC | 0.01% | Add +11.3% | 69 | $14K |
| Caldwell Trust Co | 0.00% | Add +580.0% | 68 | $14K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -47.2% | 67 | $14K |
| Concord Wealth Partners | 0.00% | No change | 66 | $13K |
| Elevate Wealth Advisory, Inc. | 0.01% | No change | 60 | $12K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 60 | $12K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 52 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 50 | $10K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 45 | $9K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 45 | $9K |
| North Capital, Inc. | 0.01% | — | 39 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 38 | $8K |
| Sage Mountain Advisors LLC | 0.00% | No change | 38 | $8K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -35.6% | 38 | $8K |
| N.E.W. Advisory Services LLC | 0.00% | New | 32 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 28 | $6K |
| Costello Asset Management, INC | 0.00% | New | 28 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 26 | $5K |
| Archer Investment Corp | 0.00% | Reduce -16.7% | 25 | $5K |
| Ameriflex Group, Inc. | 0.00% | No change | 23 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 22 | $4K |
| Rossby Financial, LCC | 0.00% | New | 21 | $4K |
| Pineridge Advisors LLC | 0.00% | New | 21 | $4K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 21 | $4K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 19 | $4K |
| St Germain D J Co. Inc. | 0.00% | New | 18 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 16 | $3K |
| Semmax Financial Advisors Inc. | 0.00% | New | 13 | $3K |
| SouthState Bank Corp | 0.00% | New | 14 | $3K |
| Nalls Sherbakoff Group, LLC | 0.00% | — | 14 | $3K |
| Wolff Wiese Magana LLC | 0.00% | New | 13 | $3K |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 11 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 11 | $2K |
| Hughes Financial Services, LLC | 0.00% | New | 9 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 7 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 6 | $1K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 5 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 4 | $809 |
| Front Row Advisors LLC | 0.00% | No change | 4 | $809 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -97.6% | 4 | $809 |
| Ancora Advisors LLC | 0.00% | No change | 4 | $809 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -100.0% | 4 | $809 |
| Sandy Spring Bank | 0.00% | New | 3 | $607 |
| Robinswood Financial LLC | 0.00% | New | 3 | $606 |
"% 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.