iShares National Muni Bond EMUBETF

13F holders, Q1 2024 (March 31)

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024

1,370holders

6famous investors

$107.58avg. 13F price*

At the end of Q1 2024, 1,370 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings. The largest holders were Bank of America Corp. ($2.5B), FMR LLC ($2.0B) and Envestnet Asset Management Inc. ($1.8B). 6 famous investors held it, including George Soros (1.0% of Soros Fund Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.2% of Fisher Asset Management's portfolio).

Company: iShares National Muni Bond E
CUSIP: 464288414
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

	Institutions	Total Value
New Positions	96	$93.2M
Exits	96	$486.8M

Ownership 1,370 holders


Bank of America Corp.	0.25%	Reduce -3.8%	23,207,142	$2.5B
FMR LLC	0.13%	Reduce -3.0%	18,317,175	$2.0B
Envestnet Asset Management Inc.	0.68%	Add +4.4%	17,005,634	$1.8B
Betterment LLC	3.88%	Add +37.5%	13,425,077	$1.4B
Creative Planning	1.42%	Add +11.2%	11,867,817	$1.3B
Bank of New York Mellon Corp	0.21%	Reduce -5.8%	10,245,552	$1.1B
JPMorgan Chase & Co.	0.09%	Reduce -9.2%	9,818,182	$1.1B
Wealthfront Advisers LLC	3.45%	Reduce -4.7%	9,155,012	$985.1M
Wells Fargo & Company	0.25%	Add +9.8%	8,762,791	$942.9M
Charles Schwab Investment Advisory, Inc.	1.27%	Reduce -4.0%	8,618,722	$927.4M
US Bancorp \de	1.09%	Add +2.6%	7,264,339	$781.6M
Morgan Stanley	0.06%	Reduce -6.8%	6,906,497	$743.1M
Northwestern Mutual Wealth Management Co.	0.72%	Add +4.9%	6,531,353	$702.8M
LPL Financial LLC	0.37%	Add +10.3%	6,414,689	$690.2M
PNC Financial Services Group, Inc.	0.47%	Add +0.9%	6,285,456	$676.3M
Envestnet Portfolio Solutions, Inc.	2.13%	Reduce -11.0%	5,263,772	$566.4M
Mercer Global Advisors Inc.	1.60%	Add +16.6%	5,220,682	$563.3M
Fisher Asset Management	0.22%	Add +8.3%	4,383,882	$471.7M
Tiaa Trust, National Association	1.41%	Add +6.8%	4,269,120	$459.4M
Orgel Wealth Management, LLC	11.12%	Reduce -1.5%	3,768,347	$405.5M
Sei Investments Co.	0.58%	Add +16.0%	3,681,559	$396.1M
First Citizens Bank & Trust Co.	5.92%	Reduce -18.8%	2,873,012	$309.1M
Jane Street Group, LLC	0.39%	Reduce -46.1%	2,777,111	$298.8M
Rwa Wealth Partners, LLC	4.00%	Add +1.3%	2,765,210	$297.5M
D. E. Shaw & Co.	0.41%	Add +110.5%	2,731,200	$293.9M
UBS Group AG	0.10%	Reduce -5.0%	2,675,632	$287.9M
Commonwealth Equity Services, LLC	0.44%	Add +2.1%	2,479,435	$266.8M
Assetmark, Inc.	0.75%	Add +6.0%	2,151,643	$231.5M
Goldman Sachs Group Inc.	0.04%	Reduce -32.2%	1,845,644	$198.6M
Mariner, LLC	0.34%	Add +11.8%	1,541,425	$165.9M
MML Investors Services, LLC	0.67%	Add +1.1%	1,517,278	$163.3M
Cetera Investment Advisers	0.38%	Add +125.7%	1,494,691	$160.8M
HighTower Advisors, LLC	0.25%	Add +5.9%	1,438,026	$154.7M
Choate Investment Advisors	4.14%	Add +16.4%	1,429,324	$153.8M
Ameriprise Financial Inc.	0.04%	Add +1.3%	1,375,679	$148.3M
Signaturefd, LLC	3.10%	Add +1.5%	1,362,543	$146.6M
Cliftonlarsonallen Wealth Advisors, LLC	2.74%	Add +2.6%	1,119,661	$120.5M
Sequoia Financial Advisors, LLC	1.42%	Add +2.0%	1,061,034	$114.2M
Truist Financial Corp.	0.17%	Reduce -8.1%	1,016,771	$109.4M
Jones Financial Companies LLLP	0.14%	Add +1.4%	981,431	$105.6M
Avantax Advisory Services, Inc.	0.92%	Add +13.0%	966,004	$103.9M
Oxford Financial Group, LTD. LLC	7.14%	Reduce -1.8%	956,554	$102.9M
EP Wealth Advisors, LLC	1.20%	Reduce -9.1%	951,324	$102.4M
Park Avenue Securities LLC	1.32%	Add +1.9%	951,272	$102.4M
One Capital Management, LLC	3.60%	Add +14.6%	921,877	$99.2M
Royal Bank of Canada	0.02%	Reduce -22.9%	893,979	$96.2M
Captrust Financial Advisors	0.35%	Add +28.9%	889,970	$95.8M
Ellevest, Inc.	5.89%	Add +5.1%	881,732	$94.9M
Citigroup Inc.	0.10%	Reduce -10.2%	870,527	$93.7M
Corient Private Wealth LP	0.15%	Reduce -2.0%	806,521	$86.8M
Osaic Holdings, Inc.	0.19%	Reduce -45.5%	796,289	$85.7M
BNP Paribas Financial Markets	0.10%	Add +443.0%	772,835	$83.2M
Cerity Partners LLC	0.22%	Add +6.8%	759,289	$81.7M
OneDigital Investment Advisors LLC	1.19%	Add +26.2%	701,546	$75.5M
Raymond James Financial Services Advisors, Inc.	0.11%	Reduce -7.0%	667,742	$71.8M
Wealth Enhancement Advisory Services, LLC	0.18%	Add +12.7%	651,629	$70.1M
Crestwood Advisors Group, LLC	1.51%	Add +2.9%	642,061	$69.1M
Arkos Global Advisors	11.51%	Add +1.0%	641,709	$69.0M
United Capital Financial Advisors, LLC	0.55%	Reduce -2.5%	617,697	$66.5M
State of Wisconsin Investment Board	0.17%	Add +8.9%	607,800	$65.4M
Stifel Financial Corp.	0.07%	Add +7.8%	591,325	$63.6M
Prime Capital Investment Advisors, LLC	0.88%	Add +2.5%	585,608	$63.0M
Forvis Mazars Wealth Advisors, LLC	1.58%	Add +7.3%	576,311	$62.0M
Wealthspire Advisors, LLC	0.81%	Reduce -4.7%	565,103	$60.8M
Beacon Pointe Advisors, LLC	0.67%	Add +1.3%	562,904	$60.6M
Orion Porfolio Solutions, LLC	0.64%	Add +1.5%	552,663	$59.5M
Orion Portfolio Solutions, LLC	0.64%	Add +1.5%	552,663	$59.5M
Prudential Financial Inc.	0.08%	Reduce -7.8%	548,065	$59.0M
Financial Engines Advisors L.L.C.	0.13%	Add +7.9%	542,675	$58.4M
Bank of Montreal	0.02%	Reduce -16.9%	538,164	$57.9M
Coldstream Capital Management Inc.	1.46%	Reduce -7.5%	533,635	$57.4M
Meeder Advisory Services, Inc.	5.69%	Add +5.5%	520,003	$56.0M
Bessemer Group Inc.	0.10%	Reduce -36.3%	503,565	$54.2M
Pathstone Holdings, LLC	0.25%	Reduce -1.1%	498,991	$53.7M
Cwm, LLC	0.24%	Add +38.3%	455,562	$49.0M
Raymond James & Associates	0.03%	Reduce -4.2%	439,348	$47.3M
Forum Financial Management, LP	0.81%	Add +12.4%	438,809	$47.2M
JFS Wealth Advisors, LLC	3.71%	Add +1.2%	434,400	$46.7M
Plante Moran Financial Advisors, LLC	4.91%	Reduce -12.4%	424,799	$45.7M
Foster Group, Inc.	2.20%	Reduce -54.5%	411,392	$44.3M
Sofi Wealth, LLC	4.03%	Add +6.8%	402,407	$43.3M
Alliancebernstein L.P.	0.02%	Reduce -1.2%	397,211	$42.7M
Wealthcare Advisory Partners LLC	1.39%	Add +13.3%	393,903	$42.4M
Rockefeller Capital Management L.P.	0.12%	Add +3.6%	383,025	$41.2M
HSBC Holdings PLC	0.03%	Add +2.7%	378,940	$40.8M
Comerica Bank	0.16%	Reduce -1.3%	354,091	$38.1M
Focus Partners Wealth	0.31%	Reduce -7.2%	349,757	$37.6M
Waldron Private Wealth LLC	1.65%	Add +0.0%	339,351	$36.5M
Johnson Financial Group, Inc.	1.96%	Reduce -2.5%	338,398	$36.4M
Centiva Capital, LP	2.19%	Reduce -80.2%	332,500	$35.8M
Austin Private Wealth, LLC	3.97%	Reduce -2.7%	323,276	$34.5M
Mosaic Advisors LLC	28.08%	Add +0.3%	319,533	$34.4M
Full Sail Capital, LLC	2.35%	Add +0.1%	313,455	$33.7M
Avantax Planning Partners, Inc.	1.09%	Add +27.4%	313,386	$33.7M
Lake Street Advisors Group, LLC	1.58%	Add +0.0%	313,118	$33.7M
Thrivent Financial for Lutherans	0.07%	Add +1.6%	310,941	$33.5M
M&T Bank Corp	0.11%	Reduce -42.9%	303,746	$32.7M
BlackRock Inc.	0.00%	Reduce -88.1%	300,924	$32.4M
Bluespring Wealth Management, LLC	3.54%	Reduce -0.7%	299,752	$32.3M
Facet Wealth, Inc.	1.09%	Add +46.8%	301,306	$32.2M
Global Strategic Investment Solutions, LLC	3.73%	Add +15.6%	296,543	$31.9M
Equitable Holdings, Inc.	0.36%	Add +9.6%	293,044	$31.5M
Baird Financial Group, Inc.	0.07%	Reduce -25.7%	291,362	$31.4M
G2 Capital Management, LLC / Oh	10.07%	Reduce -0.7%	290,965	$31.3M
AE Wealth Management LLC	0.35%	Reduce -53.3%	285,505	$30.7M
Slow Capital, Inc.	4.86%	Add +20.4%	281,710	$30.3M
Lutz Financial Services LLC	2.60%	Add +2.1%	276,642	$29.8M
Commerce Bank	0.19%	Add +0.2%	271,179	$29.2M
Meridian Wealth Partners, LLC	5.12%	Add +4.7%	263,670	$28.4M
Cambridge Investment Research Advisors, Inc.	0.11%	Reduce -3.6%	254,230	$27.4M
Dohj, LLC	7.19%	Add +21.3%	251,794	$27.1M
Nisa Investment Advisors, LLC	0.18%	Reduce -18.1%	250,400	$26.9M
Bailard, Inc.	0.74%	Add +0.5%	249,570	$26.9M
Allworth Financial LP	0.19%	Add +9.3%	246,191	$26.5M
Capital Insight Partners, LLC	4.92%	Add +4.8%	244,920	$26.4M
Icon Wealth Advisors, LLC	2.43%	Reduce -1.6%	242,990	$26.1M
Soros Fund Management	1.01%	No change	241,400	$26.0M
Great Valley Advisor Group, Inc.	0.78%	Add +3.2%	237,880	$25.6M
Old Mission Capital LLC	0.62%	Reduce -40.6%	235,191	$25.3M
Blue Chip Partners, LLC	2.46%	Reduce -0.6%	235,044	$25.3M
NSI Retail Advisors, LLC	3.71%	No change	229,500	$24.7M
CSM Advisors, LLC	1.63%	No change	229,500	$24.7M
Cardinal Point Capital Management ULC	4.69%	New	228,946	$24.6M
a16z Perennial Management, L.P.	2.23%	Reduce -3.0%	221,667	$23.9M
Apella Capital, LLC	1.20%	Add +8.7%	222,201	$23.8M
Mather Group, Llc.	0.37%	Reduce -5.8%	218,275	$23.7M
Trust Co	3.08%	Reduce -44.5%	217,908	$23.4M
Regions Financial Corp.	0.17%	Reduce -6.7%	210,662	$22.7M
Cahaba Wealth Management, Inc.	2.06%	Add +15.4%	210,212	$22.6M
Integrated Wealth Concepts LLC	0.33%	Add +6.5%	209,348	$22.5M
AMG National Trust Bank	0.65%	Reduce -2.4%	207,952	$22.4M
Cresset Asset Management, LLC	0.11%	Reduce -31.4%	206,995	$22.3M
Lebenthal Global Advisors, LLC	4.95%	Add +25.8%	206,733	$22.2M
Asio Capital, LLC	4.69%	Add +24.6%	205,312	$22.1M
Choreo, LLC	0.56%	Add +7.2%	203,556	$21.9M
Schneider Downs Wealth Management Advisors, LP	5.04%	Add +13.8%	203,272	$21.9M
McNamara Financial Services, Inc.	4.66%	Add +7.3%	202,622	$21.8M
Renaissance Technologies	0.03%	Reduce -70.2%	202,100	$21.7M
Townsquare Capital LLC	0.32%	Add +11.5%	201,816	$21.7M
Wedmont Private Capital	1.58%	Reduce -1.6%	202,447	$21.6M
Ledyard National Bank	2.09%	Add +10.7%	201,040	$21.6M
Atria Wealth Solutions, Inc.	0.24%	Add +9.8%	200,662	$21.6M
Liquid Strategies, LLC	5.52%	Add +63.0%	198,435	$21.4M
Stratos Wealth Partners, LTD.	0.36%	Reduce -0.1%	198,094	$21.3M
Cardinal Strategic Wealth Guidance	8.01%	Add +3.0%	197,958	$21.3M
Aspiriant, LLC	0.87%	Reduce -3.4%	196,225	$21.1M
Perigon Wealth Management, LLC	0.64%	Add +11.6%	194,894	$21.0M
Bear Mountain Capital, Inc.	9.03%	Add +0.8%	196,870	$20.9M
Balentine LLC	0.61%	Reduce -6.3%	191,162	$20.6M
Allstate Corp.	1.45%	Reduce -84.6%	189,735	$20.4M
Morton Brown Family Wealth, LLC	8.31%	Add +15.6%	187,169	$20.1M
Manufacturers Life Insurance Company, The	0.02%	Add +3.5%	185,575	$20.0M
Quotient Wealth Partners, LLC	0.71%	Add +18.1%	183,577	$19.8M
Axxcess Wealth Management, LLC	0.56%	Add +40.1%	183,021	$19.7M
AlTi Global, Inc.	0.55%	Reduce -17.5%	182,773	$19.7M
RTD Financial Advisors, Inc.	2.64%	Add +1.5%	182,316	$19.6M
Clearwater Capital Advisors, LLC	2.08%	Reduce -3.0%	181,008	$19.5M
CX Institutional	0.94%	Add +13.5%	181,011	$19.5M
Steward Partners Investment Advisory, LLC	0.21%	Add +6.0%	180,746	$19.4M
Farther Finance Advisors, LLC	1.18%	Add +45.1%	181,337	$19.4M
Lincoln National Corp.	0.30%	Add +13.6%	179,872	$19.4M
Avior Wealth Management, LLC	0.90%	Add +8.3%	179,934	$19.4M
Dynasty Wealth Management, LLC	0.62%	—	179,771	$19.3M
Stage Harbor Financial, LLC	17.41%	Reduce -0.1%	177,930	$19.1M
Vicus Capital	1.73%	Add +8.3%	176,598	$19.0M
Boston Standard Wealth Management, LLC	4.24%	Add +15.6%	173,925	$18.7M
Alera Investment Advisors, LLC	2.53%	Reduce -4.9%	173,779	$18.7M
Regimen Wealth, LLC	6.42%	Add +10.0%	172,068	$18.5M
Capital Analysts, LLC	0.86%	Add +5.0%	171,873	$18.5M
Ally Invest Advisors Inc.	1.82%	Add +3.4%	170,666	$18.4M
Kestra Advisory Services, LLC	0.12%	Add +38.1%	170,606	$18.4M
Flputnam Investment Management Co.	0.39%	Add +12.8%	169,206	$18.2M
Chesley Taft & Associates LLC	0.93%	Add +11.3%	168,386	$18.1M
Citizens Financial Group Inc.	0.60%	Reduce -11.8%	167,139	$18.0M
Salomon & Ludwin, LLC	1.54%	Add +4.0%	166,273	$17.9M
Fragasso Financial Advisors Inc	1.50%	Reduce -6.6%	165,250	$17.8M
Morningstar Investment Services LLC	0.19%	Reduce -49.3%	162,703	$17.5M
Symmetry Partners, LLC	1.36%	Reduce -61.1%	161,669	$17.4M
Capital Asset Advisory Services LLC	0.97%	Add +39.3%	159,165	$16.9M
First Financial Bank - Trust Division	1.63%	Reduce -4.6%	157,363	$16.9M
Modera Wealth Management, LLC	0.26%	Add +3.4%	156,636	$16.9M
Alesco Advisors, LLC, An ESL Co	0.55%	Add +4.5%	156,269	$16.8M
Wesbanco Bank Inc.	0.63%	Add +6.5%	156,005	$16.8M
SVB Wealth LLC	0.37%	Add +47.9%	154,025	$16.6M
Leonard Rickey Investment Advisors P.L.L.C.	4.27%	Add +7.7%	153,563	$16.5M
Sand Hill Global Advisors, LLC	0.78%	Reduce -46.0%	153,289	$16.5M
FUKOKU MUTUAL LIFE INSURANCE Co	1.30%	No change	153,000	$16.5M
New York Life Investment Management LLC	0.16%	Add +5404.4%	150,932	$16.2M
Parkside Investments, LLC	2.56%	Reduce -0.9%	149,900	$16.1M
Deutsche Bank AG	0.01%	Reduce -2.8%	148,891	$16.0M
Ocean Park Asset Management, LLC	0.75%	Reduce -14.2%	148,300	$16.0M
Stairway Partners, LLC	1.28%	Reduce -7.7%	147,809	$15.9M
Fort Point Capital Partners LLC	2.13%	Add +20.1%	145,865	$15.7M
Alaska Wealth Advisors, LLC	2.34%	Add +85.9%	144,034	$15.5M
Diversified Portfolios, Inc.	2.17%	Add +0.0%	142,972	$15.4M
Lido Advisors, LLC	0.14%	Reduce -0.3%	142,003	$15.3M
Kingdom Financial Group LLC.	10.64%	Add +22.5%	140,645	$15.1M
Sigma Planning Corp	0.46%	Add +100.5%	136,243	$14.7M
Apollon Wealth Management, LLC	0.46%	Add +6.0%	135,903	$14.6M
CIBC Private Wealth Group LLC	0.03%	Add +799.9%	135,492	$14.5M
Elm Partners Management LLC	1.13%	Reduce -10.8%	132,500	$14.3M
Natixis Advisors, LLC	0.03%	Reduce -79.3%	132,038	$14.2M
RMR Wealth Builders	1.70%	Reduce -0.3%	130,490	$14.0M
HBC Financial Services, PLLC	9.49%	Reduce -4.6%	131,722	$14.0M
Advisory Services Network, LLC	0.31%	Add +9.7%	129,387	$13.9M
First Citizens Asset Management, Inc.	5.25%	Add +5.9%	128,970	$13.9M
Single Point Partners, LLC	3.20%	Add +6.0%	127,881	$13.8M
Towercrest Capital Management	2.19%	Add +2.5%	120,791	$13.0M
McKinley Carter Wealth Services, Inc.	0.87%	Add +12.6%	120,658	$13.0M
Nicolet Advisory Services, LLC	1.31%	Add +3.6%	120,939	$12.9M
Private Advisor Group, LLC	0.09%	Reduce -2.4%	118,772	$12.8M
Buckingham Strategic Wealth, LLC	0.13%	Add +6.4%	117,215	$12.6M
Unique Wealth, LLC	3.56%	Add +1.2%	117,204	$12.6M
BTC Capital Management, Inc.	1.15%	—	116,481	$12.5M
Franklin Resources Inc.	0.00%	Reduce -12.1%	115,871	$12.5M
Revolve Wealth Partners, LLC	2.11%	Add +2.7%	114,983	$12.4M
Janney Montgomery Scott LLC	0.04%	Add +22.8%	114,955	$12.4M
Rinkey Investments	4.51%	Add +3.8%	114,952	$12.4M
SigFig Wealth Management, LLC	0.45%	Reduce -19.6%	114,054	$12.3M
Alley Investment Management Company, LLC	1.69%	Add +2.9%	113,970	$12.3M
Waverly Advisors, LLC	0.28%	Add +21.6%	109,874	$11.8M
One Wealth Advisors, LLC	2.05%	Add +38.1%	109,724	$11.8M
Seaside Wealth Management, Inc.	4.99%	Add +0.7%	108,670	$11.7M
Flow Traders U.S. LLC	0.62%	Reduce -67.2%	108,228	$11.6M
Clarity Asset Management, Inc.	7.85%	Add +49.5%	105,578	$11.4M
Crewe Advisors LLC	1.32%	Add +52.0%	105,518	$11.4M
Lindenwold Advisors, INC	6.06%	Add +27.7%	105,335	$11.3M
Baron Silver Stevens Financial Advisors, LLC	2.20%	Add +0.9%	105,117	$11.3M
Fiduciary Trust Co	0.17%	Reduce -4.2%	104,517	$11.2M
Heartwood Wealth Advisors LLC	1.38%	Add +4.5%	103,917	$11.2M
NewEdge Wealth, LLC	0.25%	Add +247.6%	104,338	$11.1M
Brown Wealth Management, LLC	4.55%	Add +9.0%	102,176	$11.0M
O'shaughnessy Asset Management, LLC	0.12%	Add +17.2%	100,427	$10.8M
Brooklyn FI, LLC	4.43%	Reduce -1.0%	100,104	$10.8M
Integrated Advisors Network LLC	0.55%	Add +51.7%	99,276	$10.7M
Skyline Advisors, Inc.	4.73%	Add +5.1%	98,318	$10.6M
Brown Advisory Inc.	0.01%	Add +11.1%	97,609	$10.5M
Cook Wealth, LLC	6.31%	Add +1.9%	98,679	$10.5M
Fifth Third Bancorp	0.04%	Add +2.9%	96,787	$10.4M
Girard Partners LTD.	0.98%	Add +6.7%	96,741	$10.4M
Wilbanks Smith & Thomas Asset Management LLC	0.29%	Reduce -3.3%	96,378	$10.4M
Founders Financial Securities LLC	1.06%	Reduce -2.5%	93,903	$10.1M
Freestone Capital Holdings, LLC	0.38%	Reduce -0.2%	93,803	$10.1M
Veery Capital, LLC	4.13%	Add +21.4%	93,712	$10.1M
Horizon Investments, LLC	0.26%	Reduce -1.8%	93,801	$10.0M
Okabena Investment Services Inc.	3.31%	Add +33.1%	92,380	$9.9M
Apeiron RIA LLC	2.87%	Add +12.8%	92,111	$9.9M
Dynamic Advisor Solutions LLC	0.33%	Add +6.9%	91,933	$9.9M
Resonant Capital Advisors, LLC	0.85%	Add +10.8%	91,847	$9.9M
NewEdge Advisors, LLC	0.09%	Add +17.2%	91,676	$9.9M
Atria Investments, Inc	0.13%	Reduce -1.7%	90,936	$9.8M
Manhattan West Asset Management, LLC	2.33%	Add +13.6%	90,123	$9.7M
Opus Capital Group, LLC	1.40%	Reduce -1.4%	88,990	$9.6M
One Wealth Management Investment & Advisory Services, LLC	3.92%	Add +35.1%	88,881	$9.6M
German American Bancorp, Inc.	1.15%	Reduce -2.9%	88,629	$9.5M
25 LLC	4.64%	Add +9.7%	88,054	$9.5M
Private Wealth Management Group, LLC	4.29%	Add +3.2%	87,925	$9.5M
Harbor Group, Inc.	2.49%	Reduce -0.0%	87,896	$9.5M
Retirement Capital Strategies	3.80%	Add +4.8%	86,376	$9.3M
Ironwood Wealth Management, LLC.	3.01%	Add +2.7%	86,308	$9.3M
Smith & Howard Wealth Management, LLC	2.87%	Add +1.3%	86,228	$9.3M
Dakota Wealth Management	0.23%	Add +63.5%	85,880	$9.2M
Catalyst Financial Partners LLC	2.37%	Add +19.3%	86,518	$9.2M
SageView Advisory Group, LLC	0.46%	New	109,201	$9.1M
Simplicity Wealth,LLC	0.22%	Add +238.0%	84,750	$9.1M
Brandywine Oak Private Wealth LLC	0.94%	Add +6.5%	84,031	$9.0M
Martel Wealth Advisors LLC	1.96%	Add +4.8%	84,027	$9.0M
Hengehold Capital Management LLC	0.95%	Add +4.7%	83,180	$9.0M
Weitzel Financial Services, Inc.	4.52%	Add +7.7%	83,512	$8.9M
Savant Capital, LLC	0.10%	Reduce -18.4%	83,003	$8.9M
Kowal Investment Group, LLC	1.91%	Reduce -2.6%	82,157	$8.8M
Stephens Consulting, LLC	2.70%	Add +0.6%	81,681	$8.8M
Ade, LLC	5.85%	Reduce -0.3%	81,202	$8.7M
Ausdal Financial Partners, Inc.	1.01%	Reduce -0.1%	80,429	$8.7M
Ackerman Capital Advisors, LLC	2.39%	Reduce -3.8%	80,353	$8.6M
Reston Wealth Management LLC	3.42%	New	78,310	$8.4M
PDS Planning, Inc	0.89%	Add +0.0%	78,302	$8.4M
WealthShield Partners, LLC	1.36%	Add +11.0%	78,122	$8.4M
First Horizon Advisors, Inc.	0.26%	Reduce -26.5%	77,683	$8.4M
Clarius Group, LLC	0.57%	Reduce -17.5%	77,372	$8.3M
Private Ocean, LLC	0.87%	Reduce -14.4%	76,414	$8.2M
Legacy Private Trust Co.	0.60%	Reduce -7.2%	75,880	$8.2M
Aquire Wealth Advisors, LLC	2.82%	Add +2.3%	75,035	$8.1M
Brookstone Capital Management	0.14%	Add +10.0%	74,816	$8.1M
Oakwell Private Wealth Management, LLC	2.44%	Add +2.9%	74,535	$8.0M
Kayne Anderson Rudnick Investment Management LLC	0.02%	Add +5.8%	74,245	$8.0M
Platte River Wealth Advisors, LLC	2.24%	Add +426.1%	73,037	$7.9M
RFG Advisory, LLC	0.27%	Reduce -5.0%	72,727	$7.8M
Graypoint LLC	0.57%	Add +15.1%	72,607	$7.8M
Burt Wealth Advisors	1.98%	Add +14.9%	72,541	$7.8M
North Star Investment Management Corp.	0.56%	Add +0.0%	72,428	$7.8M
Regal Investment Advisors LLC	0.53%	Add +1.6%	71,447	$7.7M
Equita Financial Network, Inc.	3.43%	Add +14.0%	71,081	$7.6M
Concourse Financial Group Securities, Inc.	0.48%	Add +5.0%	90,751	$7.4M
Bromfield Sneider Wealth Advisors	4.57%	Add +9.0%	68,671	$7.4M
Moller Wealth Partners	2.00%	Add +3.5%	68,664	$7.4M
Stone House Investment Management, LLC	1.72%	Add +385.0%	67,819	$7.3M
Mayflower Financial Advisors, LLC	1.22%	Add +5.6%	67,591	$7.3M
Hudock, Inc.	1.59%	Add +99.2%	67,133	$7.2M
Creative Financial Designs Inc.	0.68%	Add +4.2%	66,771	$7.2M
Raub Brock Capital Management LP	1.52%	Add +0.3%	66,530	$7.2M
GenTrust, LLC	0.44%	Reduce -28.7%	65,770	$7.1M
Trinity Wealth Management, LLC	3.64%	Add +44.6%	65,491	$7.0M
Bragg Financial Advisors, Inc	0.31%	Reduce -2.4%	64,775	$7.0M
First National Trust Co	0.28%	Add +3.9%	64,407	$6.9M
RFP Financial Group LLC	2.70%	Add +4.5%	64,328	$6.9M
Waterford Advisors, LLC	2.90%	Add +3.5%	63,603	$6.8M
Northeast Financial Group, Inc.	3.03%	Add +25.9%	63,600	$6.8M
Laird Norton Wetherby Trust Company, LLC	0.92%	No change	62,833	$6.8M
Capital Investment Services of America, Inc.	0.65%	No change	62,754	$6.8M
Bartlett & Co. Wealth Management LLC	0.10%	Add +4.6%	62,477	$6.7M
Foster & Motley Inc.	0.46%	Add +0.6%	62,280	$6.7M
Steel Grove Capital Advisors, LLC	0.89%	Reduce -31.0%	61,905	$6.7M
Kestra Private Wealth Services, LLC	0.15%	Add +5.7%	61,697	$6.6M
Dogwood Wealth Management LLC	4.45%	Add +74.0%	61,201	$6.6M
Focus Financial Network, Inc.	0.32%	—	61,629	$6.6M
Fulton Breakefield Broenniman LLC	0.50%	Add +3.5%	60,704	$6.5M
Davidson Investment Advisors	0.34%	Reduce -14.4%	60,526	$6.5M
Traveka Wealth, LLC	3.00%	Reduce -4.7%	60,346	$6.5M
Opal Wealth Advisors, LLC	2.20%	Reduce -15.0%	60,159	$6.5M
Aua Capital Management, LLC	3.71%	Reduce -4.3%	59,774	$6.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.20%	Add +2.7%	59,641	$6.4M
Legacy Financial Strategies, LLC	1.65%	Add +5.7%	59,640	$6.4M
Strategic Blueprint, LLC	0.45%	Add +76.3%	59,340	$6.4M
CGN Advisors LLC	0.81%	Reduce -2.2%	59,296	$6.4M
NorthCoast Asset Management LLC	0.08%	Add +44.6%	58,890	$6.3M
St Germain D J Co. Inc.	0.31%	Reduce -1.1%	58,855	$6.3M
Phillips Financial Management, LLC	0.52%	Add +9.2%	58,769	$6.3M
Gerber Kawasaki Wealth & Investment Management	0.34%	Add +6.5%	58,437	$6.3M
Wealthcare Capital Management LLC	0.70%	Add +36.3%	58,184	$6.3M
Passive Capital Management, LLC.	2.44%	Reduce -1.8%	57,855	$6.2M
GAMMA Investing LLC	1.26%	Add +13.9%	57,714	$6.2M
Global Wealth Strategies & Associates	2.33%	Add +9.1%	57,702	$6.2M
Robertson Stephens Wealth Management, LLC	0.34%	Reduce -4.0%	57,149	$6.1M
Alhambra Investment Management LLC	3.35%	Add +73.9%	57,018	$6.1M
Alliance Wealth Management Group	1.80%	Add +2.6%	56,952	$6.1M
Arkansas Financial Group, Inc.	1.08%	Add +0.3%	56,795	$6.1M
Synovus Financial Corp.	0.08%	Reduce -4.0%	56,424	$6.1M
Advus Financial Partners, LLC	1.86%	Add +25.6%	56,050	$6.0M
CWA Asset Management Group, LLC	0.36%	Add +71.5%	55,520	$6.0M
Granby Capital Management, LLC	2.89%	No change	55,000	$5.9M
Albion Financial Group	0.46%	Add +13.1%	54,940	$5.9M
TD Capital Management LLC	0.63%	Add +9.4%	54,910	$5.9M
McAdam, LLC	0.38%	Add +10.9%	54,860	$5.9M
Valmark Advisers, Inc.	0.10%	Add +13.3%	54,277	$5.8M
Connecticut Wealth Management, LLC	0.30%	Reduce -14.3%	52,742	$5.7M
LPWM LLC	2.08%	Add +1.4%	53,394	$5.7M
Financial Life Advisors	2.35%	Reduce -4.0%	52,232	$5.6M
NewSquare Capital LLC	0.50%	Add +1.7%	52,174	$5.6M
Per Stirling Capital Management, LLC.	0.93%	No change	51,940	$5.6M
Granite Harbor Advisors, Inc.	3.80%	Add +2.6%	51,754	$5.6M
Motive Wealth Advisors	3.35%	Add +34.9%	51,481	$5.5M
Precedent Wealth Partners, LLC	2.36%	New	51,040	$5.5M
Galvin, Gaustad & Stein, LLC	0.51%	Add +5.6%	51,017	$5.5M
Avid Wealth Partners LLC	4.39%	Add +128.5%	50,772	$5.5M
Cannon Financial Strategists, Inc.	1.07%	Add +0.7%	50,577	$5.4M
Invenio Wealth Partners LLC	2.93%	Add +16.6%	50,444	$5.4M
Patriot Investment Management Group, Inc.	0.43%	Reduce -6.3%	50,204	$5.4M
FSM Wealth Advisors, LLC	1.92%	Add +30.5%	50,155	$5.4M
Fairview Capital Investment Management, LLC	0.30%	Add +294.9%	50,147	$5.4M
TNF LLC	2.13%	Add +7.0%	50,624	$5.4M
Meeder Asset Management Inc.	0.34%	Add +6.5%	49,860	$5.4M
Acropolis Investment Management, LLC	0.35%	Reduce -0.4%	49,790	$5.4M
Peapack Gladstone Financial Corp.	0.08%	Add +6.5%	49,728	$5.3M
Biltmore Family Office, LLC	1.05%	Add +33.1%	49,294	$5.3M
Vannoy Advisory Group, Inc.	4.05%	Add +0.9%	48,258	$5.2M
Curbstone Financial Management Corp	1.11%	No change	47,892	$5.2M
Traphagen Investment Advisors LLC	0.55%	Reduce -20.7%	47,597	$5.1M
Stephens Inc.	0.08%	Add +0.9%	47,337	$5.1M
Exchange Bank	4.17%	Add +8.7%	47,189	$5.1M
Avidian Wealth Enterprises, LLC	0.27%	Add +5.4%	47,177	$5.1M
TD Private Client Wealth LLC	0.17%	Add +19.6%	47,034	$5.1M
IMPACTfolio, LLC	3.03%	New	46,655	$5.0M
TBH Global Asset Management, LLC	1.00%	Add +43.7%	46,427	$5.0M
Wrenne Financial Planning LLC	3.69%	Add +7.0%	46,388	$5.0M
Wealth Management Resources, Inc.	1.39%	Add +17.6%	46,219	$5.0M
Hancock Whitney Corp.	0.17%	Reduce -39.0%	45,901	$4.9M
Dravo Bay LLC	2.94%	Add +38.8%	45,871	$4.9M
Presilium Private Wealth, LLC	1.30%	Add +6.0%	45,583	$4.9M
Alpha Financial Partners LLC	4.43%	Add +3.4%	45,266	$4.9M
High Falls Advisors, Inc	1.22%	Reduce -6.1%	45,233	$4.9M
Hassell Wealth Management, LLC	3.08%	No change	45,589	$4.9M
Watershed Private Wealth LLC	2.15%	Add +49.5%	45,051	$4.8M
Cascade Financial Partners, LLC	0.69%	—	45,175	$4.8M
HUB Investment Partners, LLC	0.27%	Add +68.3%	44,620	$4.8M
Exencial Wealth Advisors, LLC	0.18%	Add +23.9%	44,611	$4.8M
True Vision MN LLC	3.36%	Add +40.8%	44,932	$4.8M
Beacon Bridge Wealth Partners, LLC	2.25%	Add +440.0%	44,207	$4.8M
Power Wealth Management LLC	2.97%	Add +11.3%	43,951	$4.7M
Raymond James Trust N.A.	0.11%	Add +1.4%	43,260	$4.7M
Country Trust Bank	0.12%	No change	43,200	$4.6M
Mission Wealth Management, LP	0.12%	Add +33.9%	43,186	$4.6M
Kingsview Wealth Management, LLC	0.12%	Reduce -3.4%	42,721	$4.6M
Keebeck Wealth Management	0.67%	Add +3.7%	42,314	$4.6M
Cosner Financial Group, LLC	3.19%	Add +34.2%	41,451	$4.5M
Chicago Partners Investment Group LLC	0.19%	Reduce -5.2%	41,781	$4.5M
Detalus Advisors, LLC	1.56%	Add +44.9%	40,694	$4.4M
Joseph Group Capital Management	2.19%	Reduce -1.2%	40,573	$4.4M
Clifford Group, LLC	3.54%	Reduce -15.5%	39,859	$4.3M
My Legacy Advisors, LLC	1.41%	Add +13.2%	38,948	$4.2M
Whitegate Investment Counselors, Inc.	1.18%	Add +0.5%	38,895	$4.2M
Ameritas Investment Partners, Inc.	0.14%	Reduce -39.1%	38,693	$4.2M
Allspring Global Investments Holdings, LLC	0.01%	Reduce -96.8%	38,370	$4.1M
SevenBridge Financial Group, LLC	0.93%	Reduce -0.5%	38,334	$4.1M
Financial Insights, Inc.	1.17%	Reduce -19.4%	37,926	$4.1M
Pure Financial Advisors, LLC	0.13%	Add +4.7%	37,711	$4.1M
Johnson Bixby & Associates, LLC	0.70%	Add +8.2%	37,428	$4.0M
Bleakley Financial Group, LLC	0.12%	Add +54.5%	37,424	$4.0M
D L Carlson Investment Group Inc.	0.78%	Add +8.9%	37,256	$4.0M
Proathlete Wealth Management LLC	2.11%	Add +4.3%	36,920	$4.0M
GYL Financial Synergies, LLC	0.31%	Reduce -55.8%	36,653	$3.9M
Charles Schwab Investment Management Inc.	0.00%	Reduce -31.3%	36,586	$3.9M
United Community Bank	1.53%	Add +82.2%	36,365	$3.9M
SWS Partners	1.15%	Add +0.1%	35,678	$3.8M
Smallwood Wealth Investment Management, LLC	2.96%	Reduce -0.1%	35,443	$3.8M
Zhang Financial LLC	0.28%	Add +6.3%	35,227	$3.8M
Grove Bank & Trust	0.64%	Reduce -34.3%	35,227	$3.8M
ONE Advisory Partners, LLC	1.86%	Add +16.9%	35,215	$3.8M
Stratos Wealth Advisors, LLC	0.22%	Add +4.6%	35,109	$3.8M
Blair William & Co.	0.01%	Add +31.6%	35,030	$3.8M
Eagle Rock Investment Company, LLC	0.70%	Add +0.6%	34,894	$3.8M
AIFG Consultants Ltd.	2.69%	Add +1.7%	34,714	$3.7M
Altura Wealth Advisors Inc.	4.39%	Add +629.8%	34,693	$3.7M
Tobias Financial Advisors, Inc.	0.84%	Add +0.8%	34,630	$3.7M
Charles Schwab Trust Co	0.35%	Reduce -9.1%	34,572	$3.7M
Naples Global Advisors, LLC	0.38%	Add +6.9%	34,553	$3.7M
Relative Value Partners Group, LLC	0.23%	Reduce -0.1%	34,047	$3.7M
Lowe Brockenbrough & Co. Inc.	0.25%	Add +0.1%	34,226	$3.7M
Capital Advisors Wealth Management, LLC	0.76%	Reduce -5.3%	34,177	$3.7M
Joel Isaacson & Co., LLC	0.20%	Add +74.2%	34,092	$3.7M
Patton Albertson Miller Group, LLC	0.55%	Add +2.2%	33,957	$3.7M
Principal Securities, Inc.	0.11%	Add +4.2%	33,829	$3.6M
Composition Wealth, LLC	0.09%	Reduce -3.0%	33,635	$3.6M
WealthCollab, LLC	2.66%	Add +8.1%	33,477	$3.6M
Sowell Financial Services LLC	0.17%	Reduce -1.0%	33,345	$3.6M
Whittier Trust Co. of Nevada Inc.	0.10%	No change	33,330	$3.6M
Investment Management Associates Inc.	1.23%	Reduce -6.0%	33,191	$3.6M
SteelPeak Wealth, LLC	0.18%	Add +12.7%	33,052	$3.6M
Partners in Financial Planning	0.79%	Reduce -0.3%	32,994	$3.6M
Summit Financial, LLC	0.21%	Add +21.9%	32,893	$3.5M
Colton Groome Financial Advisors, LLC	1.42%	Add +35.7%	32,805	$3.5M
Sheets Smith Wealth Management	0.39%	Reduce -20.1%	32,766	$3.5M
Hennion & Walsh Asset Management, Inc.	0.19%	Reduce -16.7%	32,577	$3.5M
Benjamin F. Edwards & Company, Inc.	0.06%	Add +76.8%	32,008	$3.4M
Kades & Cheifetz LLC	2.20%	Add +9.9%	31,920	$3.4M
Wunderlich Capital Managemnt	1.55%	Reduce -6.3%	31,889	$3.4M
Life Planning Partners, Inc	3.42%	Add +65.4%	31,876	$3.4M
Investment Partners, LTD.	1.55%	Reduce -0.1%	31,840	$3.4M
Insight Wealth Strategies, LLC	0.50%	Add +5.1%	31,831	$3.4M
Strategies Wealth Advisors, LLC	0.52%	Reduce -27.5%	31,647	$3.4M
Northern Trust Corp.	0.00%	Add +39.8%	31,449	$3.4M
CreativeOne Wealth, LLC	0.13%	Add +18.9%	31,227	$3.4M
Keybank National Association	0.01%	Reduce -3.3%	30,853	$3.3M
BCGM Wealth Management, LLC	1.19%	Add +4.6%	30,829	$3.3M
Myecfo, LLC	1.94%	Reduce -21.9%	34,803	$3.3M
Financial Counselors Inc.	0.06%	Reduce -1.4%	30,776	$3.3M
LGL Partners, LLC	0.55%	Reduce -1.2%	30,463	$3.3M
Global Retirement Partners, LLC	0.12%	Reduce -0.6%	30,203	$3.2M
Rehmann Capital Advisory Group	0.24%	Add +1.8%	29,800	$3.2M
ForthRight Wealth Management, LLC	1.15%	Reduce -0.2%	29,742	$3.2M
Cypress Capital Group	0.38%	Reduce -2.4%	29,702	$3.2M
Hoge Financial Services, LLC	2.61%	Add +12.3%	29,670	$3.2M
Clearstead Advisors, LLC	0.16%	Add +157.2%	29,863	$3.2M
Vise Technologies, Inc.	0.63%	Reduce -13.4%	29,495	$3.2M
City of London Investment Management Co. Ltd.	0.26%	New	29,410	$3.2M
Transamerica Financial Advisors, LLC	0.32%	Add +2934500.0%	29,346	$3.2M
Sharkey, Howes & Javer	0.51%	Reduce -2.7%	29,216	$3.1M
Hamilton Wealth, LLC	0.98%	Add +109.9%	29,214	$3.1M
Tilson Financial Group, Inc.	1.68%	Add +3.4%	29,083	$3.1M
Brio Consultants, LLC	0.53%	Reduce -1.5%	29,019	$3.1M
Diversify Advisory Services, LLC	0.18%	—	29,163	$3.1M
Cornerstone Wealth Management, LLC	0.25%	Add +3.5%	28,936	$3.1M
Kwmg, LLC	0.34%	Add +12.6%	28,614	$3.1M
Procyon Advisors, LLC	0.24%	Reduce -7.7%	28,431	$3.1M
Hart & Patterson Financial Group LLC	1.50%	Add +8.8%	28,121	$3.0M
Leeward Financial Partners, LLC	1.28%	Add +11.1%	28,111	$3.0M
Sterling Investment Advisors, Ltd.	0.85%	Add +22.1%	28,089	$3.0M
Stephenson & Company, Inc.	2.18%	Reduce -2.7%	27,764	$3.0M
First American Trust, FSB	0.31%	Add +16.6%	27,655	$3.0M
Breakwater Capital Group	0.75%	Reduce -2.5%	27,613	$3.0M
Madison Wealth Partners, Inc	1.07%	Reduce -0.9%	27,522	$3.0M
Waller Financial Planning Group, Inc.	0.79%	Reduce -8.8%	27,490	$3.0M
Beaird Harris Wealth Management, LLC	0.29%	Add +0.5%	27,414	$2.9M
CW Advisors, LLC	0.05%	Reduce -10.5%	27,157	$2.9M
Durante & Waters, LLC	2.66%	Add +20.5%	27,101	$2.9M
First International Bank & Trust	1.00%	Add +3.0%	26,965	$2.9M
Premier Path Wealth Partners, LLC	0.55%	Reduce -37.0%	24,626	$2.9M
Jacobson & Schmitt Advisors, LLC	0.68%	Reduce -0.2%	26,756	$2.9M
Sterling Financial Planning, Inc.	1.16%	Reduce -4.0%	26,700	$2.9M
Lifeworks Advisors, LLC	0.80%	Add +73.8%	26,609	$2.9M
Executive Wealth Group LLC	0.59%	Add +200.6%	26,428	$2.9M
Snowden Capital Advisors LLC	0.09%	Add +219.3%	26,125	$2.8M
Insight Wealth Partners, LLC	1.83%	Add +24.7%	26,125	$2.8M
Paulson Wealth Management Inc.	0.83%	Reduce -4.1%	26,092	$2.8M
Thrive Wealth Management, LLC	0.58%	Reduce -65.3%	26,053	$2.8M
Physician Wealth Solutions Inc.	2.35%	Add +2.0%	26,024	$2.8M
Paladin Advisory Group, LLC	2.20%	Add +2.0%	26,007	$2.8M
Juncture Wealth Strategies, LLC	1.19%	Reduce -6.0%	25,631	$2.8M
Parallel Advisors, LLC	0.07%	Add +35.8%	25,483	$2.7M
Forte Asset Management LLC	1.66%	Add +13.0%	25,399	$2.7M
Cedar Point Capital Partners, LLC	2.06%	Add +4.1%	25,159	$2.7M
Arcadia Wealth Management, LLC	1.66%	Add +2.3%	25,131	$2.7M
Ullmann Wealth Partners Group, LLC	0.40%	Add +0.9%	25,087	$2.7M
Private Trust Co. NA	0.29%	Add +3.8%	24,986	$2.7M
Symphony Financial, Ltd. Co.	0.62%	Reduce -8.1%	24,842	$2.7M
Financial Advocates Investment Management	0.15%	Reduce -20.8%	25,199	$2.6M
Confluence Wealth Services, Inc.	0.23%	Add +152.9%	24,235	$2.6M
Accurate Wealth Management, LLC	0.76%	Add +0.1%	24,395	$2.6M
Florin Court Capital LLP	2.24%	Add +24.9%	24,100	$2.6M
Cambridge Capital Management, LLC	2.02%	Add +1.8%	24,021	$2.6M
Spinnaker Investment Group, LLC	0.73%	Add +47.3%	23,991	$2.6M
Calamos Wealth Management LLC	0.15%	Reduce -81.9%	23,881	$2.6M
Caldwell Trust Co	0.30%	Add +12.8%	23,811	$2.6M
Verus Capital Partners, LLC	0.28%	Add +32.8%	23,552	$2.5M
Armor Investment Advisors, LLC	1.21%	Add +7.2%	23,458	$2.5M
MIdWestOne Financial Group, Inc.	0.45%	Reduce -36.2%	23,402	$2.5M
Prosperity Consulting Group, LLC	0.31%	New	23,279	$2.5M
Millennium Management	0.00%	Reduce -23.0%	23,262	$2.5M
Csenge Advisory Group	0.14%	Reduce -3.0%	23,235	$2.5M
Capasso Planning Partners LLC	1.03%	Reduce -9.5%	23,218	$2.5M
James Investment Research, Inc.	0.30%	Add +0.2%	23,140	$2.5M
Riversedge Advisors, LLC	0.61%	Reduce -5.0%	22,880	$2.5M
First Foundation Advisors	0.10%	Add +60.0%	22,755	$2.4M
Garden State Investment Advisory Services LLC	0.89%	Reduce -0.4%	22,605	$2.4M
Baker Avenue Asset Management, LP	0.09%	Reduce -10.0%	22,616	$2.4M
Chesapeake Capital Corp.	1.81%	Reduce -25.7%	22,605	$2.4M
Moss Adams Wealth Advisors LLC	0.39%	Reduce -84.0%	22,595	$2.4M
Visionary Wealth Advisors	0.16%	Add +14.0%	22,564	$2.4M
Horizon Family Wealth, Inc.	1.86%	Add +53.9%	22,422	$2.4M
Concurrent Investment Advisors, LLC	0.10%	Add +13.5%	22,259	$2.4M
LifePro Asset Management	1.58%	Reduce -14.1%	22,257	$2.4M
Etesian Wealth Advisors, Inc.	1.37%	Reduce -6.3%	22,183	$2.4M
Steward Partners Investment Solutions, LLC	0.40%	New	22,140	$2.4M
Venturi Wealth Management, LLC	0.15%	Reduce -0.4%	22,089	$2.4M
Bare Financial Services, Inc	2.27%	Add +599.2%	22,262	$2.4M
First Hawaiian Bank	0.07%	Reduce -4.7%	21,864	$2.4M
Level Four Advisory Services, LLC	0.13%	No change	21,495	$2.3M
Mutual Advisors, LLC	0.07%	Reduce -19.9%	21,533	$2.3M
Balyasny Asset Management L.P.	0.01%	Reduce -81.1%	21,457	$2.3M
IHT Wealth Management, LLC	0.09%	Add +6.0%	21,391	$2.3M
Cypress Wealth Services, LLC	0.53%	Reduce -1.9%	21,272	$2.3M
Tortoise Investment Management, LLC	0.28%	Reduce -10.8%	21,150	$2.3M
Bernardo Wealth Planning LLC	0.63%	Reduce -5.2%	21,094	$2.3M
Oppenheimer & Co. Inc.	0.04%	Add +21.2%	21,048	$2.3M
Smithfield Trust Co	0.12%	No change	21,020	$2.3M
Philip James Wealth Mangement, LLC	1.60%	Reduce -0.1%	20,999	$2.3M
Plum Street Advisors, LLC	1.14%	Add +47.8%	20,783	$2.3M
Rosenberg Matthew Hamilton	0.65%	Add +61.4%	21,077	$2.3M
SOL Capital Management CO	0.28%	Add +0.4%	20,957	$2.3M
VitalStone Financial, LLC	1.71%	Reduce -5.5%	20,836	$2.2M
Aletheian Wealth Advisors LLC	1.21%	Add +6.3%	20,713	$2.2M
Aptus Capital Advisors, LLC	0.05%	Add +115.2%	20,634	$2.2M
Keystone Wealth Services, LLC	0.72%	Reduce -8.5%	20,612	$2.2M
Philadelphia Trust Co.	0.18%	No change	20,554	$2.2M
AdvisorNet Financial, Inc	0.21%	Add +21.0%	20,497	$2.2M
Westside Investment Management, Inc.	0.53%	Add +1.6%	20,418	$2.2M
Sterling Investment Counsel, LLC	1.01%	Reduce -29.1%	20,390	$2.2M
Capstone Financial Advisors, Inc.	0.15%	Reduce -6.7%	20,319	$2.2M
Harbour Investments, Inc.	0.08%	Add +121.4%	20,220	$2.2M
Greenspring Advisors, LLC	0.54%	No change	20,005	$2.2M
Jefferies Financial Group Inc.	0.05%	Reduce -13.5%	20,000	$2.2M
Grey Fox Wealth Advisors, LLC	0.80%	Add +12.0%	19,855	$2.1M
Theory Financial LLC	1.09%	Add +27.8%	19,835	$2.1M
Sykon Capital LLC	0.77%	Reduce -12.1%	19,787	$2.1M
Confluence Investment Management LLC	0.03%	New	19,761	$2.1M
Money Concepts Capital Corp.	0.19%	Add +81.2%	19,488	$2.1M
Wedbush Securities Inc.	0.08%	Add +159.6%	19,481	$2.1M
Safir Wealth Advisors, LLC	1.70%	Add +18.6%	19,239	$2.1M
Bryn Mawr Trust Advisors, LLC	0.12%	Reduce -1.0%	18,964	$2.0M
Seascape Capital Management	0.75%	No change	18,794	$2.0M
Stokes Family Office, LLC	0.25%	Add +10.6%	18,743	$2.0M
ABLE Financial Group, LLC	0.79%	Reduce -11.3%	18,668	$2.0M
Meritage Portfolio Management	0.13%	Reduce -10.4%	18,566	$2.0M
McNaughton Wealth Management, LLC	1.10%	Reduce -2.1%	18,521	$2.0M
Grand Wealth Management, LLC	0.95%	Add +5.7%	18,444	$2.0M
Park Place Capital Corp	0.71%	Reduce -9.2%	18,356	$2.0M
Checchi Capital Advisers, LLC	0.15%	Add +12.7%	18,324	$2.0M
U.S. Capital Wealth Advisors, LLC	0.08%	Reduce -7.4%	18,245	$2.0M
Patten Group, Inc.	0.48%	Reduce -3.6%	18,221	$2.0M
Dorsey & Whitney Trust CO LLC	0.13%	Reduce -21.2%	18,210	$2.0M
Fifth Third Securities, Inc.	0.19%	Reduce -1.0%	18,210	$2.0M
Flagship Harbor Advisors, LLC	0.13%	Add +29.8%	18,161	$2.0M
Aspen Wealth Management LLC	0.75%	Reduce -12.2%	17,944	$1.9M
Advisory Resource Group	0.44%	Add +2.7%	17,793	$1.9M
Wealthstar Advisors, LLC	0.66%	Reduce -5.3%	17,686	$1.9M
Valley National Advisers Inc.	0.29%	Reduce -2.8%	17,616	$1.9M
White Lighthouse Investment Management Inc.	0.38%	Add +4.0%	17,591	$1.9M
Arden Trust Co	0.26%	Reduce -0.7%	17,477	$1.9M
Liberty Capital Management, Inc.	0.46%	No change	17,362	$1.9M
Rockbridge Investment Management, LCC	0.27%	No change	17,359	$1.9M
Stock Yards Bank & Trust Co.	0.06%	Reduce -4.3%	17,345	$1.9M
Redwood Investment Management, LLC	0.18%	Add +244.7%	17,154	$1.8M
Kintra Wealth, LLC	1.37%	Add +1.1%	17,156	$1.8M
Independent Financial Group, LLC	0.08%	Add +3.7%	17,094	$1.8M
Legacy Edge Advisors, LLC	0.38%	Reduce -12.3%	17,063	$1.8M
Dean Investment Associates, LLC	0.25%	Add +3.2%	16,988	$1.8M
Pinnacle Financial Partners Inc	0.04%	Add +35.1%	16,964	$1.8M
Cornerstone Wealth Group, LLC	0.17%	Add +35.5%	16,925	$1.8M
Continuum Advisory, LLC	0.27%	Reduce -16.6%	16,996	$1.8M
Carl P. Sherr & Co., LLC	1.02%	No change	16,787	$1.8M
Capital Investment Advisors, LLC	0.04%	Reduce -7.5%	16,721	$1.8M
Mainsail Financial Group, LLC	1.23%	Add +134.7%	16,570	$1.8M
Wayfinding Financial, LLC	1.04%	Add +6.5%	16,618	$1.8M
Spinnaker Trust	0.11%	No change	16,466	$1.8M
EverSource Wealth Advisors, LLC	0.14%	Add +131.3%	16,639	$1.8M
Mill Creek Capital Advisors, LLC	0.05%	Reduce -13.4%	16,400	$1.8M
Old National Bancorp	0.04%	Reduce -16.3%	16,325	$1.8M
Cynosure Group, LLC	0.31%	Add +0.5%	16,247	$1.7M
WR Wealth Planners, LLC	0.54%	Add +2.3%	16,205	$1.7M
Robinson Smith Wealth Advisors LLC	1.67%	Add +4.6%	16,190	$1.7M
Radnor Capital Management, LLC	0.29%	No change	16,000	$1.7M
Moneta Group Investment Advisors LLC	0.03%	Reduce -8.6%	15,731	$1.7M
Tolleson Wealth Management, Inc.	0.33%	No change	15,707	$1.7M
Ascent Group, LLC	0.15%	Add +2.5%	15,668	$1.7M
Windward Private Wealth Management Inc.	0.69%	Reduce -11.9%	15,645	$1.7M
EPIQ Capital Group, LLC	0.67%	New	15,620	$1.7M
FC Advisory LLC	0.62%	Reduce -6.9%	15,599	$1.7M
Sax Wealth Advisors, LLC	0.20%	Add +43.9%	15,551	$1.7M
Savvy Advisors, Inc.	0.96%	Add +445.9%	15,482	$1.7M
Acima Private Wealth, LLC	0.61%	Add +9.5%	15,460	$1.7M
FAS Wealth Partners, Inc.	0.15%	Reduce -3.8%	15,400	$1.7M
Nwam LLC	0.13%	Add +9.0%	15,274	$1.6M
Pinnacle Associates Ltd.	0.03%	Add +13.3%	15,226	$1.6M
Lodestar Private Asset Management LLC	0.23%	Add +5.2%	15,121	$1.6M
Syntegra Private Wealth Group, LLC	0.21%	Reduce -22.3%	14,989	$1.6M
Scissortail Wealth Management, LLC	0.43%	New	14,965	$1.6M
Running Point Capital Advisors, LLC	0.71%	Add +0.6%	14,803	$1.6M
Beaumont Financial Advisors, LLC	0.13%	Add +21.1%	14,603	$1.6M
B. Riley Wealth Advisors, Inc.	0.04%	Add +26.2%	15,279	$1.6M
C M Bidwell & Associates Ltd.	1.06%	No change	14,534	$1.6M
Professional Financial Advisors, LLC	0.44%	Add +33.0%	14,402	$1.5M
First National Bank of Mount Dora, Trust Investment Services	0.38%	Reduce -13.2%	14,400	$1.5M
CV Advisors LLC	0.93%	No change	14,360	$1.5M
Abound Wealth Management	0.58%	Reduce -2.0%	14,245	$1.5M
MorganRosel Wealth Management, LLC	0.54%	Reduce -3.1%	14,149	$1.5M
Capital Investment Advisory Services, LLC	0.16%	Add +11.8%	14,062	$1.5M
MCF Advisors LLC	0.12%	Add +0.2%	14,021	$1.5M
MainStreet Investment Advisors LLC	0.18%	Reduce -1.8%	13,965	$1.5M
James J. Burns & Company, LLC	0.52%	Reduce -56.9%	14,066	$1.5M
Cary Street Partners Investment Advisory LLC	0.06%	No change	13,880	$1.5M
Elmwood Wealth Management, Inc.	0.64%	Reduce -0.4%	13,870	$1.5M
Nicolet Bankshares Inc.	0.31%	Add +3.6%	13,850	$1.5M
Sweet Financial Partners, LLC	0.34%	Reduce -2.1%	13,832	$1.5M
Meridian Wealth Management, LLC	0.25%	Reduce -13.9%	13,748	$1.5M
Heritage Wealth Management, LLC	0.75%	Reduce -21.8%	13,744	$1.5M
Almanack Investment Partners, LLC.	0.25%	Reduce -1.7%	13,664	$1.5M
Greenup Street Wealth Management LLC	0.37%	Add +34.9%	13,536	$1.5M
Annex Advisory Services, LLC	0.05%	Reduce -92.0%	13,514	$1.5M
WBH Advisory Inc.	0.15%	Add +7.2%	13,428	$1.4M
Horan Securities, Inc.	0.68%	Add +41.5%	13,368	$1.4M
Gen-Wealth Partners Inc	0.71%	—	13,299	$1.4M
MassMutual Private Wealth & Trust, FSB	0.04%	Reduce -5.9%	13,139	$1.4M
Duncker Streett & Co. Inc.	0.28%	No change	13,123	$1.4M
Archford Capital Strategies, LLC	0.23%	Reduce -20.6%	12,983	$1.4M
Advisory Alpha, LLC	0.06%	Add +2.6%	12,900	$1.4M
Physician Wealth Advisors, Inc.	0.29%	Add +16.7%	13,054	$1.4M
Aveo Capital Partners, LLC	0.15%	Reduce -75.6%	12,948	$1.4M
Consilio Wealth Advisors, LLC	0.65%	Reduce -2.2%	12,820	$1.4M
DORVAL Corp	0.63%	Add +1.5%	12,625	$1.4M
IFP Advisors, Inc	0.06%	Reduce -20.6%	12,657	$1.4M
Jacobi Capital Management LLC	0.13%	Add +0.2%	12,641	$1.4M
Sage Financial Management Group, Inc.	0.64%	Reduce -6.1%	12,602	$1.4M
Rooted Wealth Advisors, Inc.	0.67%	Reduce -0.9%	12,661	$1.4M
First National Bank Sioux Falls	0.74%	No change	12,551	$1.4M
Eagle Global Advisors LLC	0.08%	No change	12,535	$1.3M
Sepio Capital, LP	0.12%	Reduce -0.9%	12,525	$1.3M
Columbia Bank	0.55%	—	12,518	$1.3M
Truepoint, Inc.	0.04%	Add +76.0%	12,501	$1.3M
Tsfg, LLC	0.34%	Add +0.1%	12,411	$1.3M
Wintrust Investments LLC	0.12%	Reduce -2.9%	12,393	$1.3M
Seeds Investor LLC	1.23%	Add +128.2%	12,374	$1.3M
Pinnacle Bancorp, Inc.	0.39%	No change	12,297	$1.3M
Arrow Financial Corp	0.13%	No change	12,291	$1.3M
Private Portfolio Partners LLC	0.28%	Reduce -9.5%	12,268	$1.3M
Cambria Investment Management, L.P.	0.08%	Add +1.0%	12,249	$1.3M
Hurlow Wealth Management Group, Inc.	0.46%	Add +0.9%	12,207	$1.3M
Financial Strategies Group, Inc.	0.35%	Add +10.2%	12,277	$1.3M
Waterloo Capital, L.P.	0.17%	New	12,179	$1.3M
PFG Advisors	0.10%	Add +19.3%	12,121	$1.3M
Apollon Financial, LLC	0.45%	Add +197.7%	12,120	$1.3M
Central Pacific Bank - Trust Division	0.17%	—	12,170	$1.3M
Stone Summit Wealth LLC	0.45%	Add +1.1%	12,023	$1.3M
J.W. Cole Advisors, Inc.	0.07%	Reduce -4.2%	12,042	$1.3M
Geneos Wealth Management Inc.	0.06%	Reduce -4.8%	12,000	$1.3M
JNBA Financial Advisors	0.14%	No change	11,969	$1.3M
Efficient Advisors, LLC	0.08%	Reduce -0.3%	11,960	$1.3M
1900 Wealth Management LLC	0.12%	Reduce -61.4%	11,932	$1.3M
Schechter Investment Advisors, LLC	0.10%	Add +13.6%	11,925	$1.3M
Crabel Capital Management, LLC	1.11%	Reduce -62.1%	11,890	$1.3M
ProVise Management Group, LLC	0.11%	Reduce -20.0%	11,861	$1.3M
TruNorth Capital Management, LLC	0.43%	—	11,705	$1.3M
Peregrine Asset Advisers, Inc.	0.50%	Reduce -1.4%	11,686	$1.3M
Renasant Bank	0.89%	No change	11,657	$1.3M
Spectrum Wealth Counsel, LLC	0.15%	Add +1.6%	11,592	$1.2M
Verdence Capital Advisors LLC	0.11%	Add +6.2%	11,387	$1.2M
Olde Wealth Management, LLC	0.58%	Reduce -15.9%	11,438	$1.2M
Petra Financial Advisors Inc.	0.89%	No change	11,310	$1.2M
Arkadios Wealth Advisors	0.09%	Reduce -3.2%	11,294	$1.2M
Patten & Patten Inc.	0.09%	New	11,240	$1.2M
Gray Private Wealth, LLC	0.79%	—	11,209	$1.2M
Spire Wealth Management	0.02%	Add +13.4%	11,192	$1.2M
Cooksen Wealth, LLC	1.25%	Reduce -0.3%	11,174	$1.2M
Graves Light Lenhart Wealth, Inc.	0.14%	Reduce -9.2%	11,044	$1.2M
LJI Wealth Management, LLC	0.31%	Add +1.1%	10,968	$1.2M
Qube Research & Technologies Ltd	0.00%	Add +546.3%	10,968	$1.2M
Roundview Capital LLC	0.10%	Reduce -1.7%	10,868	$1.2M
DAVENPORT & Co LLC	0.01%	Reduce -7.5%	10,855	$1.2M
Flagship Private Wealth, LLC	0.75%	Add +93.8%	10,817	$1.2M
Derbend Asset Management	0.57%	Add +54.4%	10,706	$1.2M
Lineweaver Wealth Advisors, LLC	0.27%	Add +29.3%	10,680	$1.1M
ARS Wealth Advisors Group, LLC	0.15%	No change	10,610	$1.1M
Fairhaven Wealth Management, LLC	0.39%	Reduce -3.1%	10,544	$1.1M
Inscription Capital, LLC	0.19%	Reduce -9.4%	10,533	$1.1M
4J Wealth Management LLC	0.98%	Reduce -60.8%	10,523	$1.1M
Forza Wealth Management, LLC	0.58%	No change	10,400	$1.1M
KMG Fiduciary Partners, LLC	0.12%	Reduce -0.2%	10,323	$1.1M
Cornerstone Investment Partners, LLC	0.05%	Add +37.3%	10,315	$1.1M
Whittier Trust Co.	0.02%	Reduce -46.5%	10,253	$1.1M
Two Sigma Securities, LLC	0.05%	Add +120.5%	10,164	$1.1M
Twele Capital Management, Inc.	0.25%	Add +2.8%	10,155	$1.1M
Petredis Investment Advisors LLC	0.13%	No change	10,155	$1.1M
Bristlecone Advisors, LLC	0.10%	Reduce -26.2%	10,096	$1.1M
IFG Advisory, LLC	0.08%	Add +14.5%	10,055	$1.1M
Nilsine Partners, LLC	0.15%	No change	10,013	$1.1M
Hunter Associates Investment Management LLC	0.18%	No change	10,000	$1.1M
Webster Bank, N. A.	0.12%	No change	10,000	$1.1M
Apexium Financial, LP	0.08%	No change	9,825	$1.1M
Arrien Investments, Inc.	0.83%	Add +2.3%	9,824	$1.1M
Bangor Savings Bank	0.11%	Add +5.0%	9,787	$1.1M
Romano Brothers and Company	0.14%	Reduce -0.2%	9,750	$1.0M
Collective Family Office LLC	0.34%	Add +76.1%	9,651	$1.0M
Magnus Financial Group LLC	0.12%	Add +65.6%	9,648	$1.0M
Everhart Financial Group, Inc.	0.30%	Add +10.1%	9,643	$1.0M
Bond & Devick Financial Network, Inc.	0.56%	Reduce -8.3%	9,630	$1.0M
StoneX Group Inc.	0.09%	Add +0.5%	9,613	$1.0M
RCS Financial Planning, LLC	0.63%	Add +21.1%	9,578	$1.0M
AlphaQ Advisors LLC	0.62%	Add +1.1%	9,530	$1.0M
NTV Asset Management LLC	0.16%	Reduce -9.5%	9,500	$1.0M
Western Wealth Management, LLC	0.08%	Reduce -33.1%	9,446	$1.0M
Canvas Wealth Advisors, LLC	0.34%	Add +11.0%	9,537	$1.0M
Regis Acquisition Inc.	0.62%	Add +20.4%	9,424	$1.0M
Foundations Investment Advisors, LLC	0.03%	Add +11.1%	9,402	$1.0M
TFB Advisors LLC	0.37%	Add +54.3%	9,487	$1.0M
West Financial Advisors, LLC	0.22%	Add +39.5%	9,354	$1.0M
Cahill Financial Advisors Inc.	0.14%	Add +8.2%	9,336	$1.0M
Conscious Wealth Investments, LLC	0.76%	Reduce -14.7%	9,452	$1.0M
D.A. Davidson & Co.	0.01%	Reduce -54.4%	9,305	$1.0M
HBK Sorce Advisory LLC	0.04%	Reduce -10.4%	9,303	$1.0M
Howard Capital Management, LLC	0.11%	New	9,300	$1.0M
Quantinno Capital Management LP	0.02%	New	9,222	$992K
Lansing Street Advisors	0.45%	Add +30.3%	9,212	$991K
Compass Financial Group, Inc.	0.53%	Reduce -0.5%	9,182	$988K
Glenview Trust Co	0.02%	Add +21.6%	9,156	$985K
AXS Investments LLC	0.24%	Add +203.3%	9,100	$979K
Aspen Wealth Strategies, LLC	0.68%	Reduce -24.2%	9,091	$978K
Laurel Wealth Advisors LLC	0.17%	Add +0.1%	9,024	$971K
Prospera Financial Services Inc	0.03%	Reduce -5.1%	8,984	$967K
Cadent Capital Advisors, LLC	0.39%	Reduce -1.2%	8,983	$967K
IFG Advisors, LLC	0.25%	Add +12.7%	8,953	$963K
Wakefield Asset Management LLLP	0.33%	Add +2.8%	8,888	$956K
Exchange Capital Management, Inc.	0.16%	Add +101.8%	8,860	$953K
Global Wealth Management Investment Advisory, Inc.	0.23%	Reduce -26.9%	8,824	$949K
FF Advisors,LLC	0.66%	Add +164.0%	8,806	$948K
Capstone Capital LLC	0.82%	Reduce -15.7%	8,770	$944K
Financial Freedom, LLC	0.56%	Add +0.1%	8,760	$943K
Tompkins Financial Corp.	0.11%	No change	8,695	$936K
Capital Advisors, Ltd. LLC	0.12%	Add +2.7%	8,683	$934K
Sonata Capital Group Inc.	0.42%	Reduce -1.1%	8,649	$931K
Crumly & Associates Inc.	0.24%	New	8,644	$930K
OLIO Financial Planning	0.39%	No change	8,567	$929K
Denver PWM, LLC	0.36%	Reduce -0.8%	8,668	$926K
TCV Trust & Wealth Management, Inc.	0.09%	Add +1.2%	8,591	$924K
W Advisors, LLC	0.63%	Reduce -30.3%	8,589	$924K
Wealth Alliance, LLC	0.12%	Add +54.8%	8,588	$924K
Eagle Strategies LLC	0.20%	New	8,473	$912K
Cherry Tree Wealth Management, LLC	0.23%	No change	8,463	$911K
Pallas Capital Advisors LLC	0.04%	Reduce -14.6%	8,446	$909K
Narus Financial Partners, LLC	0.39%	Reduce -1.9%	8,441	$908K
Armstrong Advisory Group, Inc.	0.09%	No change	8,296	$899K
Afg Fiduciary Services Limited Partnership	0.66%	Add +44.4%	8,396	$898K
Sound View Wealth Advisors Group, LLC	0.10%	Reduce -0.5%	8,334	$897K
Paces Ferry Wealth Advisors, LLC	0.57%	No change	8,326	$896K
Members Trust Co	0.03%	Add +2.1%	8,319	$895K
Highview Capital Management LLC	0.40%	No change	8,311	$894K
Headlands Technologies LLC	0.21%	New	8,307	$894K
Ballentine Capital Advisors, Inc	0.49%	No change	8,340	$893K
Merit Financial Group, LLC	0.02%	Add +6.2%	8,352	$891K
Veltria Advisors Corp.	0.23%	Add +21.9%	8,230	$886K
Traynor Capital Management, Inc.	0.08%	Reduce -48.1%	8,225	$885K
Eley Financial Management, Inc	0.38%	No change	8,220	$884K
Oarsman Capital, Inc.	0.21%	Add +21.6%	8,193	$882K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.10%	Reduce -28.1%	8,186	$881K
Certified Advisory Corp	0.12%	Add +8.5%	8,176	$880K
Rogco, LP	0.36%	Add +6.5%	8,139	$876K
Marshall Financial Group Inc.	0.29%	Reduce -5.5%	8,125	$874K
HTLF Bank	0.10%	Add +25.2%	8,124	$874K
Accredited Investors Inc.	0.06%	Reduce -16.9%	8,121	$874K
Noesis Capital Mangement Corp.	0.19%	No change	8,118	$873K
Coulter & Justus Financial Services, LLC	0.19%	New	8,118	$873K
Wealth Advisors of Iowa, LLC	0.53%	Add +0.1%	8,101	$872K
&partners	0.12%	Add +189.7%	8,015	$862K
Ashton Thomas Private Wealth, LLC	0.05%	Add +2.5%	7,958	$856K
Spectrum Investment Advisors, Inc.	0.63%	Reduce -69.0%	7,944	$855K
Elevation Point Wealth Partners, LLC	0.07%	Reduce -75.7%	7,930	$853K
Alta Wealth Advisors LLC	0.43%	Add +9.5%	7,864	$846K
Midwest Financial Group LLC	0.57%	Reduce -1.9%	7,863	$846K
Nations Financial Group Inc, /Ia/	0.07%	Add +17.4%	7,860	$846K
W.H. Cornerstone Investments Inc.	0.61%	Reduce -15.8%	7,850	$845K
Brown Brothers Harriman & Co.	0.01%	Reduce -2.1%	7,800	$839K
Sigma Investment Counselors Inc.	0.05%	Reduce -1.5%	7,773	$836K
Bigelow Investment Advisors, LLC	0.41%	Reduce -1.0%	7,740	$833K
GeoWealth Management, LLC	0.03%	Add +27.9%	7,676	$826K
LifePlan Investment Advisors, Inc.	0.66%	Reduce -18.2%	7,645	$823K
PFG Investments, LLC	0.05%	Reduce -2.2%	7,642	$822K
Country Club Bank	0.06%	Reduce -3.3%	7,635	$822K
Keel Point, LLC	0.08%	Add +11.2%	7,594	$817K
Treynor Bancshares, Inc.	0.47%	Reduce -3.2%	7,498	$807K
Fidelity D & D Bancorp Inc.	0.60%	Reduce -41.0%	7,446	$801K
Tennessee Valley Asset Management Partners	0.19%	Reduce -29.5%	7,417	$798K
Chatham Capital Group, Inc.	0.15%	Add +1.0%	7,410	$797K
High Net Worth Advisory Group LLC	0.25%	Add +4.0%	7,384	$795K
Belpointe Asset Management LLC	0.06%	Reduce -22.6%	7,344	$790K
Aspire Private Capital, LLC	0.21%	Add +280.0%	7,337	$789K
Lion Street Advisors, LLC	0.32%	No change	7,279	$789K
Veracity Capital LLC	0.31%	Reduce -6.3%	7,329	$789K
MSH Capital Advisors LLC	0.28%	Add +0.3%	7,320	$788K
O'Dell Group, LLC	0.19%	Reduce -6.3%	7,303	$786K
Wealth Alliance Advisory Group, LLC	0.18%	Add +123.3%	7,243	$779K
Invst, LLC	0.09%	Add +46.3%	7,264	$777K
Smith Anglin Financial, LLC	0.08%	Reduce -10.2%	7,212	$776K
Diligent Investors, LLC	0.19%	Add +0.1%	7,155	$770K
Private Client Services, LLC	0.52%	Add +11.4%	7,140	$768K
Family Capital Management, Inc.	0.53%	Add +17.6%	7,125	$767K
GEM Asset Management, LLC	0.51%	Reduce -6.8%	7,197	$766K
American Financial Advisors, LLC	0.11%	Reduce -3.2%	7,088	$763K
CoreCap Advisors, LLC	0.04%	Reduce -4.1%	7,078	$762K
First Trust Advisors LP	0.00%	Add +5.1%	7,077	$761K
Vertex Planning Partners, LLC	0.21%	Add +26.2%	7,052	$759K
Investments & Financial Planning, LLC	0.52%	Reduce -0.6%	7,046	$758K
Koshinski Asset Management, Inc.	0.08%	Reduce -38.3%	7,041	$758K
Tidal Investments LLC	0.01%	Reduce -24.9%	7,024	$756K
Summit Financial Wealth Advisors, LLC	0.15%	No change	6,982	$751K
Patriot Financial Group Insurance Agency, LLC	0.12%	Add +0.4%	6,969	$750K
Essex Bank	0.22%	No change	6,903	$748K
Rossmore Private Capital	0.10%	No change	6,945	$747K
BIP Wealth, LLC	0.05%	Add +24.8%	6,937	$746K
Redhawk Wealth Advisors, Inc.	0.12%	Add +21.5%	6,932	$746K
Lokken Investment Group LLC	0.37%	Reduce -46.5%	6,873	$740K
Performance Wealth Partners, LLC	0.03%	Reduce -0.5%	6,805	$732K
Argent Trust Co	0.03%	No change	6,746	$726K
Mount Lucas Management LP	0.24%	Add +34.4%	6,710	$722K
Allen Capital Group, LLC	0.10%	Reduce -6.3%	6,696	$720K
Hiley Hunt Wealth Management	0.47%	Add +193.2%	6,646	$715K
Able Wealth Management LLC	0.62%	Add +14.2%	6,642	$715K
Strategic Family Wealth Counselors, L.L.C.	0.28%	Reduce -14.8%	6,639	$714K
Operose Advisors LLC	0.24%	Reduce -31.5%	6,632	$714K
Financial Sense Advisors, Inc.	0.25%	Add +4.3%	6,608	$711K
Weaver Capital Management LLC	0.20%	Add +21.4%	6,525	$702K
1ST Source Bank	0.04%	Add +6.5%	6,524	$702K
SeaCrest Wealth Management, LLC	0.09%	Reduce -3.7%	6,502	$700K
Maple Capital Management, Inc.	0.06%	Reduce -1.7%	6,486	$698K
Graybill Wealth Management, LTD.	0.29%	Add +2.6%	6,422	$691K
Swmg, LLC	0.31%	Reduce -12.7%	6,420	$691K
Concord Wealth Partners	0.12%	Reduce -30.6%	6,408	$690K
jvl associates llc	0.28%	New	6,395	$688K
New Potomac Partners, LLC	0.38%	Reduce -3.0%	6,380	$686K
Shotwell Rutter Baer Inc	1.39%	Reduce -4.6%	6,421	$686K
Tritonpoint Wealth, LLC	0.07%	Reduce -24.3%	4,966	$686K
Cambridge Trust Co.	0.03%	Reduce -39.4%	6,352	$683K
Godshalk Welsh Capital Management, Inc.	0.46%	Add +27.6%	6,350	$683K
Claro Advisors Inc.	0.12%	Add +200.6%	6,333	$681K
Freedom Investment Management, Inc.	0.05%	Add +72.3%	6,322	$680K
Navalign, LLC	0.23%	Reduce -3.4%	6,314	$679K
Pinnacle Wealth Management Advisory Group, LLC	0.07%	No change	6,314	$679K
Grandfield & Dodd, LLC	0.04%	No change	6,312	$679K
Delta Financial Group, Inc.	0.20%	New	6,281	$676K
Cedar Brook Financial Partners, LLC	0.13%	Reduce -5.4%	6,262	$674K
Tradition Wealth Management, LLC	0.07%	Add +10.9%	6,253	$673K
Strategic Investment Advisors / MI	0.09%	Add +13.1%	6,243	$672K
KFA Private Wealth Group, LLC	0.21%	Add +14.4%	6,238	$671K
Ehrlich Financial Group	0.56%	Add +122.5%	6,192	$666K
Gould Asset Management LLC	0.16%	Add +32.2%	6,180	$665K
Ransom Advisory, Ltd	0.35%	—	6,134	$660K
Patron Partners, LLC	0.40%	Reduce -8.6%	6,121	$659K
Private Capital Management LLC	0.14%	Add +1.6%	6,117	$658K
Braun-Bostich & Associates Inc.	0.55%	Reduce -27.9%	6,093	$656K
PrairieView Partners, LLC	0.08%	Add +1.6%	6,086	$655K
Cooper Financial Group	0.11%	No change	6,040	$650K
Westshore Wealth, LLC	0.27%	Reduce -5.9%	6,021	$648K
Francis Financial, Inc.	0.21%	Add +89.9%	5,931	$638K
CFO4Life Group, LLC	0.12%	Reduce -15.2%	5,912	$636K
Appleton Partners Inc.	0.05%	New	5,913	$636K
Charter Oak Capital Management, LLC	0.07%	Add +35.7%	5,857	$630K
Wescott Financial Advisory Group, LLC	0.08%	Add +0.4%	5,846	$629K
Integris Wealth Management, LLC	0.17%	No change	5,845	$629K
Fortis Capital Management LLC	0.16%	Add +0.5%	5,784	$622K
First Affirmative Financial Network	0.46%	Reduce -1.9%	5,775	$621K
Flaharty Asset Management, LLC	0.09%	Add +1.9%	5,713	$615K
Laird Norton Wetherby Wealth Management, LLC	0.03%	Add +0.3%	5,673	$610K
Elevate Wealth Advisory, Inc.	0.53%	Add +39.1%	5,649	$608K
American National Bank & Trust Co.	0.14%	—	5,639	$607K
TRUE Private Wealth Advisors	0.07%	Reduce -17.8%	5,633	$606K
Journey Strategic Wealth LLC	0.03%	Reduce -7.7%	5,635	$606K
Altiora Financial Group, LLC	0.16%	No change	5,628	$606K
Edgestream Partners, L.P.	0.03%	New	5,620	$605K
Copperleaf Capital, LLC	0.52%	Add +5.2%	5,619	$605K
EPG Wealth Management LLC	0.15%	Add +0.0%	5,612	$604K
Evanson Asset Management, LLC	0.04%	No change	5,602	$603K
Values Added Financial LLC	0.47%	Add +29.7%	5,583	$601K
Ballast Advisors LLC	0.20%	Add +39.5%	5,568	$599K
Compound Planning, Inc.	0.05%	Add +0.7%	5,527	$595K
Main Street Financial Solutions, LLC	0.06%	Reduce -3.1%	5,492	$591K
Kingswood Wealth Advisors, LLC	0.07%	Reduce -2.6%	5,483	$590K
Pillar Wealth Advisors, LLC	0.45%	No change	5,479	$590K
Williams & Novak, LLC	0.67%	No change	5,417	$587K
Davidson Trust Co.	0.34%	No change	5,450	$586K
Certus Wealth Management, LLC	0.47%	Add +0.1%	5,492	$586K
Roffman Miller Associates Inc.	0.04%	Reduce -12.7%	5,420	$583K
Asset Allocation Strategies LLC	0.20%	New	5,391	$580K
Union Savings Bank	0.30%	Reduce -5.2%	5,386	$580K
Provenance Wealth Advisors, LLC	0.08%	Add +110.5%	5,376	$578K
Modern Wealth Management, LLC	0.05%	Add +28.4%	5,357	$576K
RAM Investment Partners, LLC	0.18%	New	5,330	$574K
Argonautica Private Wealth Management, Inc.	0.20%	Add +4.4%	5,275	$568K
Firethorn Wealth Partners, LLC	0.33%	Add +28.0%	5,271	$567K
Paragon Capital Management Ltd	0.10%	Reduce -11.7%	5,266	$567K
Delta Wealth Advisors LLC	0.58%	—	5,261	$566K
Independence Bank of Kentucky	0.17%	Reduce -4.5%	5,246	$564K
Shared Vision Wealth Group LLC	0.35%	Add +28.4%	5,209	$561K
Lee Financial Co	0.09%	Add +2.9%	5,200	$560K
Heritage Financial Services, LLC	0.08%	No change	5,190	$558K
Neuberger Berman Group LLC	0.00%	Add +6.7%	5,181	$557K
Pinnacle Wealth Planning Services, Inc.	0.08%	Reduce -14.9%	5,153	$554K
9258 Wealth Management, LLC	0.09%	Add +1.2%	5,142	$553K
Empower Advisory Group, LLC	0.00%	Add +20.8%	5,126	$552K
Blue Trust, Inc.	0.01%	Add +28.7%	5,083	$547K
Lanark Financial, Inc.	0.05%	Reduce -1.0%	5,067	$545K
Boyce & Associates Wealth Consulting, Inc.	0.70%	Reduce -16.9%	5,065	$545K
Hummer Financial Advisory Services Inc	0.44%	No change	5,000	$538K
Centennial Bank	0.28%	No change	5,000	$538K
Monetary Management Group Inc.	0.15%	No change	5,000	$538K
Aries Wealth Management	0.17%	No change	4,980	$536K
Brasada Capital Management, LP	0.10%	New	4,975	$535K
FFT Wealth Management LLC	0.05%	Add +20.2%	4,960	$534K
TCP Asset Management, LLC	0.14%	Add +0.2%	4,960	$534K
Harbour Investment Management LLC	0.25%	New	4,950	$533K
Evolution Wealth Advisors, LLC	0.10%	No change	4,947	$532K
Guardian Asset Advisors, LLC	0.44%	Add +1.0%	4,932	$531K
Macroview Investment Management LLC	0.58%	No change	4,857	$523K
Willow Creek Wealth Management Inc.	0.06%	Add +121.5%	4,822	$519K
Beta Wealth Group, Inc.	0.25%	Reduce -20.6%	4,814	$518K
Parkside Financial Bank & Trust	0.08%	No change	4,809	$517K
Titleist Asset Management, LLC	0.09%	No change	4,809	$517K
Sandbox Financial Partners, LLC	0.22%	Reduce -35.4%	4,786	$515K
Boyd Wealth Management, LLC	0.29%	New	4,776	$514K
Baron Financial Group, LLC	0.32%	Reduce -10.3%	4,765	$513K
Parcion Private Wealth LLC	0.04%	Reduce -28.5%	4,756	$512K
Evercore Wealth Management, LLC	0.01%	No change	4,702	$506K
Newman Dignan & Sheerar, Inc.	0.13%	New	4,673	$503K
Innova Wealth Partners	0.39%	Reduce -1.5%	4,650	$500K
Ellenbecker Investment Group	0.10%	Add +0.4%	4,618	$497K
Providence First Trust Co	0.21%	No change	4,550	$490K
HMS Capital Management, LLC	0.27%	Add +90.6%	4,515	$486K
Presidio Capital Management, LLC	0.35%	Add +111.0%	4,496	$484K
Farmers National Bank	0.14%	Add +118.5%	4,493	$483K
Integrated Investment Consultants, LLC	0.13%	No change	4,491	$483K
West Coast Financial LLC	0.06%	Reduce -6.0%	4,460	$480K
Adero Partners, LLC	0.04%	Add +1.4%	4,441	$478K
Round Rock Advisors LLC	0.11%	Reduce -3.7%	4,430	$477K
Linscomb Wealth, Inc.	0.02%	Reduce -20.6%	4,352	$468K
PGIM Custom Harvest LLC	0.01%	Reduce -8.6%	4,337	$467K
Beacon Financial Group	0.05%	Add +58.0%	4,323	$465K
FOCUS Wealth Advisors, LLC	0.25%	No change	4,313	$464K
Arrowroot Family Office, LLC	0.30%	Reduce -2.2%	4,313	$464K
PAX Financial Group, LLC	0.09%	Add +28.1%	4,305	$463K
Transcend Capital Advisors, LLC	0.04%	Add +7.2%	4,303	$463K
Summit Global Investments	0.03%	New	4,302	$463K
Bray Capital Advisors	0.12%	No change	4,300	$463K
Advisor Resource Council	0.20%	Reduce -80.3%	4,261	$462K
Ellis Investment Partners, LLC	0.10%	Add +0.5%	4,286	$461K
Obsidian Cio, LLC	0.11%	Reduce -83.4%	4,282	$461K
Nuveen Asset Management, LLC	0.00%	Reduce -98.7%	4,276	$461K
Northwest Financial Advisors	0.51%	Add +0.3%	4,276	$460K
Dividend Assets Capital, LLC	0.10%	No change	4,266	$459K
Eagle Wealth Strategies LLC	0.37%	Reduce -53.3%	4,289	$459K
Gries Financial LLC	0.08%	New	4,247	$457K
Smith, Moore & Co.	0.05%	Reduce -11.0%	4,215	$453K
Pinion Investment Advisors, LLC	0.23%	New	4,205	$452K
Addison Advisors LLC	0.16%	Add +5.9%	4,204	$452K
Flagstone Financial Management	0.17%	Reduce -2.2%	4,143	$446K
Palumbo Wealth Management LLC	0.20%	Add +62.7%	4,135	$445K
Wheelhouse Advisory Group LLC	0.34%	Reduce -10.8%	4,128	$444K
Sutton Place Investors LLC	0.22%	Add +44.7%	4,126	$444K
Winthrop Advisory Group LLC	0.06%	New	4,123	$444K
Sage Private Wealth Group, LLC	0.36%	Reduce -51.8%	4,121	$443K
Hills Bank & Trust Co	0.04%	No change	4,111	$442K
Erickson Financial Group, LLC	0.34%	Reduce -8.9%	4,063	$437K
FSA Advisors, Inc.	0.46%	Add +2.9%	4,030	$434K
Ewa, LLC	0.19%	Add +70.2%	4,060	$434K
Collaborative Wealth Managment Inc.	0.22%	Add +14.0%	4,030	$434K
Act Wealth Management, LLC	0.22%	Reduce -33.2%	4,026	$433K
Stablepoint Partners, LLC	0.09%	Reduce -14.5%	4,025	$433K
Welch & Forbes LLC	0.01%	New	4,018	$432K
Ameritas Advisory Services, LLC	0.02%	Reduce -60.4%	4,034	$431K
Horan Capital Advisors, LLC.	0.15%	Reduce -33.0%	4,001	$431K
Willis Johnson & Associates, Inc.	0.04%	Reduce -2.9%	3,996	$430K
First Citizens Financial Corp	0.25%	Add +14.1%	3,987	$429K
Cyndeo Wealth Partners, LLC	0.04%	Add +10.3%	3,966	$427K
Windham Capital Management, LLC	0.33%	No change	3,950	$425K
Avaii Wealth Management, LLC	0.25%	Add +8.1%	3,946	$425K
Midwest Professional Planners, LTD.	0.15%	Reduce -0.1%	3,934	$423K
Christensen, King & Associates Investment Services, Inc.	0.21%	Reduce -3.3%	3,927	$423K
Gallacher Capital Management LLC	0.21%	Reduce -14.8%	3,918	$422K
Interactive Financial Advisors, Inc.	0.23%	Reduce -67.5%	3,914	$421K
NCM Capital Management, LLC	0.24%	No change	3,899	$420K
Altus Wealth Management, LLC	0.22%	No change	3,885	$418K
Hexagon Capital Partners LLC	0.09%	Add +31.9%	3,870	$416K
Ethos Financial Group, LLC	0.08%	No change	3,845	$414K
Riverwater Partners LLC	0.30%	Add +0.5%	3,845	$414K
Bell Investment Advisors, Inc	0.08%	Add +0.3%	3,842	$413K
Sterling Wealth Management, Inc.	0.20%	Add +44.3%	3,823	$411K
Regis Management CO LLC	0.12%	Add +18.8%	3,800	$409K
Realta Investment Advisors	0.08%	Add +1.1%	3,783	$407K
Sharp Wealth Advisory, LLC	0.37%	Reduce -11.9%	3,700	$398K
Summit Wealth Partners, LLC	0.08%	Add +0.3%	3,688	$397K
Hilltop Wealth Advisors, LLC	0.20%	No change	3,657	$393K
Vaughan Nelson Investment Management, L.P.	0.00%	No change	3,650	$393K
Valley Financial Group, Inc.	0.30%	Add +40.3%	3,644	$392K
International Assets Investment Management, LLC	0.04%	Reduce -60.3%	3,657	$391K
Northwest Wealth Management, LLC	0.11%	Reduce -4.0%	3,580	$385K
Bar Harbor Wealth Management	0.03%	Add +8.5%	3,567	$384K
Edgemoor Investment Advisors, Inc.	0.04%	No change	3,560	$383K
SMART Wealth LLC	0.17%	Add +10.9%	3,554	$382K
Relyea Zuckerberg Hanson LLC	0.07%	Reduce -20.7%	3,552	$382K
Spotlight Asset Group, Inc.	0.27%	No change	3,545	$381K
Acorn Financial Advisory Services Inc.	0.07%	New	3,539	$381K
Little House Capital LLC	0.13%	Reduce -9.7%	3,538	$381K
Atlas Brown,Inc.	0.14%	New	3,530	$380K
Tyche Wealth Partners LLC	0.09%	No change	3,530	$380K
Strategic Wealth Partners, Ltd.	0.04%	Add +62.8%	3,524	$379K
Focus Partners Advisor Solutions, LLC	0.01%	Reduce -83.0%	3,513	$378K
Hilltop Holdings Inc.	0.04%	Add +34.7%	3,494	$376K
Chemistry Wealth Management LLC	0.10%	No change	3,490	$376K
Whitcomb & Hess, Inc.	0.12%	Reduce -0.1%	3,475	$374K
Gallagher Fiduciary Advisors, LLC	0.01%	Reduce -12.5%	3,466	$373K
Concord Asset Management, LLC	0.10%	Reduce -31.6%	3,443	$370K
Zacks Investment Management	0.00%	Reduce -14.1%	3,421	$368K
Catalina Capital Group, LLC	0.16%	Add +37.6%	3,419	$368K
Shepherd Financial Partners LLC	0.05%	No change	3,408	$367K
Andrew Hill Investment Advisors, Inc.	0.32%	Reduce -5.0%	3,403	$366K
Evensky & Katz LLC	0.03%	Reduce -21.1%	3,389	$365K
Signal Advisors Wealth, LLC	0.09%	New	3,378	$363K
Roberts Financial Services LLC	0.07%	Reduce -13.2%	3,377	$363K
WealthPLAN Partners, LLC	0.04%	No change	3,375	$363K
Cozad Asset Management Inc.	0.04%	Reduce -10.9%	3,355	$361K
Objective Capital Management, LLC	0.24%	No change	3,350	$360K
Diversified, LLC	0.05%	Reduce -17.0%	3,325	$358K
Lakeshore Financial Planning, Inc.	0.18%	Reduce -9.8%	3,281	$353K
Gladstone Institutional Advisory LLC	0.02%	Reduce -2.5%	3,277	$353K
Tenret Co LLC	0.25%	No change	3,267	$352K
Bright Financial Advisors, Inc.	0.26%	—	3,295	$350K
ETF Portfolio Partners, Inc.	0.11%	No change	3,221	$347K
BSW Wealth Partners	0.06%	Reduce -4.2%	3,215	$346K
Warren Street Wealth Advisors, LLC	0.17%	Reduce -0.9%	3,213	$346K
One Degree Advisors Inc	0.17%	Reduce -10.2%	3,197	$345K
OneAscent Financial Services LLC	0.04%	Reduce -3.8%	3,207	$345K
Financial Partners Group, Inc	0.05%	Add +13.7%	3,201	$344K
Enterprise Bank & Trust Co	0.12%	No change	3,186	$343K
W.G. Shaheen & Associates DBA Whitney & Co	0.04%	Add +26.7%	3,173	$341K
Executive Wealth Management, LLC	0.03%	Add +0.5%	3,150	$337K
Bank Ozk	0.15%	Add +29.0%	3,125	$336K
TrinityPoint Wealth, LLC	0.06%	Reduce -1.8%	3,114	$335K
FLC Capital Advisors	0.08%	No change	3,112	$335K
Wealth Group, Ltd.	0.25%	—	3,093	$333K
Clear Creek Financial Management, LLC	0.04%	Reduce -13.8%	3,092	$333K
True North Advisors, LLC	0.09%	New	3,090	$332K
Advocacy Wealth Management, LLC	0.03%	Add +15.2%	3,086	$332K
WASHINGTON TRUST Co	0.01%	Reduce -30.8%	3,081	$332K
Vestmark Advisory Solutions, Inc.	0.01%	Add +1.9%	3,077	$331K
United Bank	0.04%	Reduce -69.1%	3,062	$329K
Schmidt P J Investment Management Inc.	0.06%	Add +8.2%	3,048	$328K
Jordan Park Group LLC	0.02%	No change	3,035	$327K
Vista Investment Management	0.13%	No change	3,023	$325K
Conservest Capital Advisors, Inc.	0.03%	Reduce -95.9%	3,010	$324K
MBA Advisors LLC	0.17%	Reduce -13.2%	3,007	$324K
Optimum Investment Advisors	0.15%	No change	3,000	$323K
Eudaimonia Partners, LLC	0.08%	New	3,000	$323K
Crescent Grove Advisors, LLC	0.03%	No change	3,000	$323K
Evoke Wealth, LLC	0.01%	New	3,000	$323K
Stonehage Fleming Financial Services Holdings Ltd	0.02%	Reduce -70.5%	2,986	$322K
Insight Advisors, LLC/ PA	0.06%	Add +1.4%	2,960	$318K
Horst & Graben Wealth Management LLC	0.06%	Add +2.9%	2,943	$317K
RHS Financial, LLC	0.18%	New	2,888	$311K
Sunbelt Securities, Inc.	0.03%	Reduce -2.7%	2,870	$309K
BBR Partners, LLC	0.02%	No change	2,870	$309K
Family Investment Center, Inc.	0.10%	Reduce -7.5%	2,869	$309K
United Advisor Group, LLC	0.12%	Reduce -43.6%	2,862	$308K
Total Investment Management Inc.	0.04%	Add +0.5%	2,852	$307K
Signature Estate & Investment Advisors LLC	0.01%	Reduce -46.7%	2,849	$307K
Benedetti & Gucer, Inc.	0.15%	Add +14.1%	2,841	$306K
Rockport Wealth LLC	0.20%	—	2,859	$306K
Lwmg, LLC	0.07%	Reduce -2.1%	2,830	$304K
Badgley Phelps Wealth Managers, LLC	0.01%	Add +1.0%	2,829	$304K
Todd Asset Management LLC	0.01%	No change	2,828	$304K
Intergy Private Wealth, LLC	0.12%	Add +0.1%	2,819	$303K
Disciplined Investments, LLC	0.16%	Add +0.1%	2,786	$300K
Hilltop National Bank	0.10%	—	2,781	$299K
Red Wave Investments LLC	0.11%	Reduce -41.5%	2,776	$299K
Cumberland Advisors Inc.	0.11%	Reduce -42.2%	2,750	$296K
Vanguard Group Inc.	0.00%	Reduce -24.1%	2,693	$290K
CRA Financial Services, LLC	0.06%	No change	2,690	$289K
Grant/GrossMendelsohn, LLC	0.13%	Reduce -1.0%	2,707	$289K
Gateway Advisory, LLC	0.05%	No change	2,682	$289K
Fermata Advisors, LLC	0.06%	No change	2,662	$286K
Altus Wealth Group LLC	0.14%	New	2,650	$285K
Soltis Investment Advisors LLC	0.03%	New	2,646	$285K
Gray Wealth Management Inc.	0.13%	Reduce -1.6%	2,628	$283K
Trustmark Bank Trust Department	0.02%	Reduce -6.8%	2,627	$283K
NorthStar Asset Management LLC	0.21%	Reduce -6.4%	2,625	$282K
Wealth Effects LLC	0.10%	Reduce -27.1%	2,622	$282K
WNY Asset Management, LLC	0.04%	New	2,613	$281K
Haverford Trust Co	0.00%	New	2,602	$280K
Harvey Capital Management Inc.	0.08%	No change	2,600	$280K
Mesirow Financial Investment Management, Inc.	0.01%	New	2,594	$279K
Covestor Ltd	0.18%	Add +13.6%	2,595	$279K
HCR Wealth Advisors	0.04%	No change	2,568	$276K
Client 1ST Advisory Group, LLC	0.12%	No change	2,567	$276K
Gateway Wealth Partners, LLC	0.10%	New	2,563	$276K
Baker Boyer National Bank	0.09%	Reduce -17.8%	2,560	$275K
Northwest Capital Management Inc	0.09%	No change	2,547	$274K
Trademark Financial Management, LLC	0.23%	Reduce -9.9%	2,536	$273K
Accretive Wealth Partners, LLC	0.12%	Reduce -2.9%	2,556	$273K
Personal Cfo Solutions, LLC	0.04%	Add +30.6%	2,500	$269K
Oceanside Advisors LLC	0.22%	Reduce -7.9%	2,475	$266K
Covenant Asset Management, LLC	0.06%	Add +7.5%	2,474	$266K
BTS Asset Management, Inc.	0.22%	Add +16.6%	2,468	$266K
Cardiff Park Advisors, LLC	0.03%	Add +0.3%	2,466	$265K
Commonwealth Financial Services, LLC	0.06%	No change	2,444	$265K
KFG Wealth Management, LLC	0.11%	No change	2,458	$264K
Kanawha Capital Management LLC	0.02%	New	2,457	$264K
World Investment Advisors	0.04%	Reduce -88.0%	2,452	$264K
Keystone Financial Group	0.04%	New	2,418	$260K
Clayton Financial Group LLC	0.12%	New	2,399	$258K
Flagstar Securities, Inc.	0.07%	Add +23.6%	2,390	$257K
Obsidian Personal Planning Solutions LLC	0.17%	No change	2,403	$256K
Leavell Investment Management, Inc.	0.01%	Reduce -11.9%	2,350	$253K
Americana Partners, LLC	0.02%	No change	2,350	$253K
Ieq Capital, LLC	0.00%	New	2,346	$252K
Northland Capital Management LLC	0.18%	No change	2,340	$252K
Guardian Wealth Advisors, LLC / NC	0.03%	Add +0.0%	2,328	$250K
Clark Capital Management Group, Inc.	0.00%	Reduce -96.4%	2,326	$250K
Florida Financial Advisors, LLC	0.18%	Add +13.2%	2,325	$250K
Dynamic Wealth Strategies, LLC	0.21%	Reduce -63.8%	2,321	$250K
Valeo Financial Advisors, LLC	0.01%	Add +8.8%	2,344	$249K
Capital Advisors Inc.	0.01%	New	2,310	$249K
Anson Capital, Inc.	0.35%	New	2,291	$246K
Focused Wealth Management, Inc	0.04%	New	2,290	$246K
Stratos Investment Management, LLC	0.02%	Reduce -41.8%	2,282	$246K
Legacy Advisors, LLC	0.03%	Add +6.6%	2,277	$245K
FSA Wealth Management LLC	0.11%	Reduce -1.9%	2,265	$244K
Highline Wealth Partners LLC	0.10%	Add +0.3%	2,264	$244K
Beacon Harbor Wealth Advisors, Inc.	0.06%	Add +1.2%	2,248	$242K
LongView Wealth Management	0.10%	Reduce -27.9%	2,244	$241K
Auour Investments LLC	0.09%	Reduce -6.5%	2,242	$241K
Topel & Distasi Wealth Management, LLC	0.11%	No change	2,241	$241K
Petix & Botte Co	0.06%	New	2,241	$241K
Cypress Financial Planning LLC	0.11%	New	2,216	$238K
Frontier Asset Management, LLC	0.09%	Reduce -43.7%	2,198	$237K
Fonville Wealth Management LLC	0.10%	Add +12.0%	2,197	$236K
Successful Portfolios LLC	0.16%	No change	2,195	$236K
XML Financial, LLC	0.02%	Add +4.8%	2,184	$235K
Summit Asset Management, LLC	0.03%	No change	2,180	$235K
Waterway Wealth Management, LLC	0.10%	Reduce -97.5%	2,177	$234K
Carnegie Investment Counsel	0.01%	No change	2,170	$233K
Aft, Forsyth & Company, Inc.	0.13%	Reduce -9.7%	2,150	$231K
Basepoint Wealth LLC	0.17%	New	2,149	$231K
Cornerstone Planning Group LLC	0.07%	Reduce -27.9%	2,167	$231K
Fiduciary Family Office, LLC	0.09%	Reduce -52.7%	2,136	$230K
Ridgewood Investments LLC	0.12%	New	2,128	$229K
Occidental Asset Management, LLC	0.04%	Reduce -13.1%	2,124	$229K
HB Wealth Management, LLC	0.00%	Reduce -1.1%	2,120	$228K
Sapient Capital LLC	0.01%	No change	2,109	$227K
Mattern Wealth Management LLC	0.06%	No change	2,106	$227K
Granite Bay Wealth Management, LLC	0.13%	Reduce -98.4%	2,100	$226K
Clare Market Investments LLC	0.07%	New	2,100	$226K
TSA Wealth Managment LLC	0.10%	Add +2.8%	2,094	$225K
Atwater Malick LLC	0.08%	No change	2,094	$225K
Advance Capital Management, Inc.	0.02%	New	2,076	$223K
Moneco Advisors, LLC	0.04%	Add +10.1%	2,074	$223K
First National Corp. /Ma/	0.05%	No change	2,058	$223K
Good Life Advisors, LLC	0.02%	Reduce -67.5%	2,073	$223K
Journey Advisory Group, LLC	0.03%	No change	2,066	$222K
Sunburst Financial Group, LLC	0.06%	No change	2,075	$222K
Royal Harbor Partners, LLC	0.10%	No change	2,060	$222K
Rothschild Wealth LLC	0.08%	—	2,043	$220K
Millington Financial Advisors, LLC	0.16%	Reduce -3.5%	2,042	$220K
Tudor Investment Corporation	0.00%	Reduce -55.0%	2,021	$217K
Perennial Advisors, LLC	0.05%	No change	2,019	$217K
Holderness Investments Co.	0.05%	New	2,019	$217K
Bank of Hawaii	0.01%	No change	2,017	$217K
Sentinel Pension Advisors, LLC	0.05%	Add +0.5%	2,016	$217K
Kathleen S. Wright Associates Inc.	0.10%	Add +0.1%	2,013	$217K
Capital Investment Counsel, LLC	0.05%	New	2,011	$216K
Sachetta, LLC	0.10%	No change	1,990	$216K
Armstrong, Fleming & Moore, Inc	0.15%	No change	2,001	$215K
Regatta Capital Group, LLC	0.05%	No change	2,000	$215K
Oliver Luxxe Assets LLC	0.05%	No change	2,000	$215K
Firestone Capital Management	0.06%	Add +0.5%	1,999	$215K
Columbia Advisory Partners LLC	0.22%	New	1,994	$215K
Five Oceans Advisors	0.11%	New	1,986	$214K
Hofer & Associates. Inc	0.18%	Add +4.3%	1,984	$213K
Tempus Wealth Planning, LLC	0.09%	No change	1,980	$213K
Thomasville National Bank	0.02%	No change	1,965	$211K
Hill Island Financial LLC	0.07%	Reduce -18.8%	1,953	$210K
Colorado Capital Management, Inc.	0.12%	No change	1,942	$209K
Oder Investment Management, LLC	0.19%	New	1,940	$209K
Financial Futures Ltd Liability Co.	0.14%	New	1,939	$209K
RKL Wealth Management LLC	0.02%	Reduce -6.6%	1,932	$208K
OMNI 360 Wealth, Inc.	0.17%	Reduce -10.3%	1,908	$205K
Conrad Siegel Investment Advisors, Inc.	0.06%	Reduce -66.8%	1,905	$205K
Rye Brook Capital LLC	0.12%	No change	1,900	$204K
Retirement Planning Group, LLC	0.02%	New	1,893	$204K
Xcel Wealth Management, LLC	0.06%	New	1,892	$204K
Latitude Advisors, LLC	0.13%	New	1,891	$204K
Dopkins Wealth Management, LLC	0.12%	New	1,890	$203K
Sunpointe, LLC	0.23%	Reduce -16.4%	1,887	$203K
Alkeme Wealth, LLC	0.09%	No change	1,890	$202K
Brighton Jones LLC	0.01%	Reduce -1.7%	1,876	$202K
Rainey & Randall Wealth Advisors Inc.	0.05%	Add +0.5%	1,863	$200K
Moisand Fitzgerald Tamayo, LLC	0.03%	No change	1,731	$186K
Morris Financial Concepts, Inc.	0.10%	Add +7.1%	1,730	$186K
Clearstead Trust, LLC	0.04%	No change	1,574	$169K
Trust Co. of Vermont	0.01%	New	1,573	$169K
GPS Wealth Strategies Group, LLC	0.03%	Add +663.2%	1,557	$168K
Carolinas Wealth Consulting LLC	0.03%	Add +3.3%	1,551	$167K
Pacifica Partners Inc.	0.07%	Reduce -8.9%	1,540	$165K
Transcendent Capital Group LLC	0.10%	Add +1.3%	1,535	$165K
Cassady Schiller Wealth Management, LLC	0.07%	No change	1,533	$165K
Palisade Asset Management, LLC	0.02%	New	1,511	$163K
Kelly Financial Services LLC	0.06%	Reduce -42.7%	1,484	$160K
Silicon Valley Capital Partners	0.02%	Add +10.6%	1,445	$156K
Delta Asset Management LLC	0.01%	No change	1,445	$155K
Fairway Wealth LLC	0.10%	Add +21.0%	1,412	$152K
Proffitt & Goodson Inc.	0.02%	New	1,300	$140K
Friedenthal Financial	0.09%	Add +40.4%	1,287	$138K
Keener Financial Planning LLC	0.09%	No change	1,282	$138K
Colonial Trust Advisors	0.01%	Reduce -57.5%	1,272	$137K
Wolff Wiese Magana LLC	0.11%	No change	1,204	$130K
TFO Wealth Partners, LLC	0.03%	Add +3.1%	1,200	$129K
AllSquare Wealth Management LLC	0.07%	Reduce -7.8%	1,185	$128K
Hartford Financial Management Inc.	0.03%	Reduce -28.7%	1,160	$125K
LGT Financial Advisors LLC	0.14%	Add +87.5%	1,159	$125K
New Republic Capital, LLC	0.08%	No change	1,132	$122K
Richardson Financial Services Inc.	0.09%	Add +1.5%	1,129	$121K
CGC Financial Services, LLC	0.06%	Reduce -98.6%	1,115	$120K
Atlas Capital Advisors Inc.	0.02%	Reduce -46.3%	1,100	$118K
Bogart Wealth, LLC	0.01%	Add +98.9%	1,070	$115K
Founders Financial Alliance, LLC	0.03%	Add +18.6%	1,065	$115K
Gradient Investments LLC	0.00%	Reduce -66.4%	1,030	$111K
Morling Financial Advisors, LLC	0.06%	New	1,006	$108K
DT Investment Partners, LLC	0.01%	Reduce -5.3%	986	$106K
Cape Investment Advisory, Inc.	0.05%	Reduce -1.8%	937	$101K
CVA Family Office, LLC	0.02%	Add +18.6%	929	$100K
AlphaCentric Advisors LLC	0.06%	Add +30.8%	917	$99K
Washington Trust Advisors, Inc.	0.01%	No change	900	$97K
Main Street Group, LTD	0.04%	No change	861	$92K
Banque Cantonale Vaudoise	0.00%	Add +1.2%	840	$90K
Lindbrook Capital, LLC	0.01%	No change	800	$86K
Motco	0.01%	Reduce -61.6%	774	$83K
Oliver Lagore Vanvalin Investment Group	0.03%	Add +0.5%	773	$83K
Toth Financial Advisory Corp.	0.01%	No change	771	$83K
Cullen/Frost Bankers, Inc.	0.00%	Reduce -99.5%	729	$78K
McIlrath & Eck, LLC	0.01%	New	711	$76K
Smartleaf Asset Management LLC	0.01%	Reduce -22.1%	706	$76K
CarsonAllaria Wealth Management, Ltd.	0.05%	Reduce -19.0%	706	$76K
First Command Advisory Services, Inc.	0.00%	New	694	$75K
NorthRock Partners, LLC	0.00%	Reduce -29.1%	693	$75K
Mechanics Financial Corp	0.04%	No change	643	$69K
Future Financial Wealth Managment LLC	0.05%	New	604	$65K
Indiana Trust & Investment Management Co	0.03%	New	599	$64K
Harbor Investment Advisory, LLC	0.01%	Add +64.9%	597	$64K
Frazier Financial Advisors, LLC	0.05%	Add +7.3%	586	$63K
Gould Capital, LLC	0.04%	Add +23.7%	579	$62K
Riverview Trust Co	0.05%	New	566	$61K
Householder Group Estate & Retirement Specialist, LLC	0.02%	Add +6.4%	563	$61K
Princeton Global Asset Management LLC	0.01%	No change	549	$59K
Barclays PLC	0.00%	Reduce -99.9%	540	$58K
Clean Yield Group	0.02%	Add +0.4%	536	$58K
CBIZ Investment Advisory Services, LLC	0.00%	New	522	$56K
Mma Asset Management LLC	0.03%	New	514	$55K
Valley Wealth Managers, Inc.	0.00%	No change	482	$52K
Nemes Rush Group LLC	0.01%	Add +18.8%	474	$51K
Glass Jacobson Investment Advisors llc	0.02%	Add +96.7%	472	$51K
Riggs Asset Managment Co. Inc.	0.01%	No change	470	$51K
Voisard Asset Management Group, Inc.	0.03%	No change	461	$50K
First Financial Corp.	0.02%	New	450	$48K
LifeSteps Financial, Inc.	0.04%	New	448	$48K
Pineridge Advisors LLC	0.02%	Add +0.2%	442	$48K
Annis Gardner Whiting Capital Advisors, LLC	0.02%	No change	425	$46K
Rise Advisors, LLC	0.02%	Add +0.5%	419	$45K
Cutler Group LLC / CA	0.02%	New	423	$45K
Evergreen Private Wealth LLC	0.02%	Reduce -26.8%	390	$42K
Boyd Watterson Asset Management LLC	0.01%	No change	375	$40K
Rice Partnership, LLC	0.01%	Add +661.2%	373	$40K
ESL Trust Services, LLC	0.01%	New	363	$39K
Quadrant Capital Group LLC	0.00%	New	350	$38K
Studio Investment Management LLC	0.01%	New	347	$37K
Carmichael Hill & Associates, Inc.	0.01%	No change	339	$36K
Register Financial Advisors LLC	0.02%	No change	336	$36K
City State Bank	0.02%	No change	332	$36K
Robinswood Financial LLC	0.01%	No change	326	$35K
CNB Bank	0.02%	No change	300	$32K
Breakwater Investment Management	0.01%	—	296	$32K
Bfsg, LLC	0.00%	No change	275	$30K
Eagle Bay Advisors LLC	0.02%	No change	262	$28K
Ruedi Wealth Management, Inc.	0.01%	Add +2.0%	258	$28K
Red Tortoise LLC	0.02%	No change	258	$28K
SYM FINANCIAL Corp	0.00%	New	256	$28K
Howe & Rusling Inc.	0.00%	No change	255	$27K
FinTrust Capital Advisors, LLC	0.01%	Add +13.5%	252	$27K
National Bank of Canada	0.00%	No change	256	$27K
PSI Advisors, LLC	0.01%	No change	246	$26K
Sound Income Strategies, LLC	0.00%	Add +6.6%	241	$26K
UMB Bank, n.a.	0.00%	No change	241	$26K
Quent Capital, LLC	0.00%	Add +11.8%	237	$26K
Key Financial Inc	0.01%	No change	235	$25K
Providence Capital Advisors, LLC	0.01%	No change	235	$25K
GW&K Investment Management, LLC	0.00%	New	230	$25K
Northwest Investment Counselors, LLC	0.01%	New	230	$25K
Ancora Advisors LLC	0.00%	No change	220	$24K
CENTRAL TRUST Co	0.00%	Add +0.9%	215	$23K
ICA Group Wealth Management, LLC	0.00%	Add +3.4%	215	$23K
Global Assets Advisory, LLC	0.01%	New	210	$22K
First PREMIER Bank	0.01%	No change	200	$22K
Montag A & Associates Inc.	0.00%	No change	197	$21K
BOK Financial Private Wealth, Inc.	0.00%	No change	190	$20K
Archer Investment Corp	0.01%	No change	172	$19K
Peoples Bank	0.01%	No change	160	$17K
Y.D. More Investments Ltd	0.00%	No change	145	$16K
Colonial Trust Co / SC	0.00%	No change	132	$14K
Larson Financial Group LLC	0.00%	Reduce -17.3%	129	$14K
Signature Resources Capital Management, LLC	0.01%	No change	124	$13K
Castleview Partners, LLC	0.01%	No change	110	$12K
Tidemark, LLC	0.01%	New	110	$12K
Avion Wealth	0.00%	No change	101	$11K
Viewpoint Capital Management LLC	0.01%	No change	100	$11K
Aspire Wealth Management Corp	0.01%	No change	98	$11K
Caitlin John, LLC	0.01%	Reduce -34.5%	78	$8K
Mendota Financial Group, LLC	0.00%	No change	76	$8K
TCTC Holdings, LLC	0.00%	No change	75	$8K
Goodman Advisory Group, LLC	0.00%	New	70	$8K
Prestige Wealth Management Group LLC	0.00%	Reduce -30.9%	56	$6K
Retirement Group, LLC	0.00%	No change	42	$5K
Beacon Capital Management, LLC	0.00%	No change	39	$4K
Rothschild Investment LLC	0.00%	Reduce -97.6%	38	$4K
Oakworth Capital, Inc.	0.00%	New	34	$4K
Family Asset Management, LLC	0.00%	No change	31	$3K
Jamison Private Wealth Management, Inc.	0.00%	New	28	$3K
Tyler-Stone Wealth Management	0.00%	New	22	$2K
Iron Horse Wealth Management, LLC	0.00%	No change	22	$2K
Wit, LLC	0.07%	Reduce -37.5%	20	$2K
Activest Wealth Management	0.00%	No change	15	$2K
Atticus Wealth Management, LLC	0.00%	No change	12	$1K
Hollencrest Capital Management	0.00%	No change	8	$861
Contravisory Investment Management, Inc.	0.00%	No change	4	$430
Glen Eagle Advisors, LLC	0.00%	No change	3	$362
Jackson Hole Capital Partners, LLC	0.00%	No change	3	$323
Sandy Spring Bank	0.00%	No change	2	$224
DHJJ Financial Advisors, Ltd.	0.00%	No change	2	$216
Asset Dedication, LLC	0.00%	No change	1	$0

"% of holder's portfolio" is MUB's weight in each manager's 13F, not the share of iShares National Muni Bond E the manager owns.