iShares National Muni Bond EMUBETF

13F holders, Q2 2024 (June 30)

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

1,347holders −23

85new positions

113sold out

6famous investors

$106.51avg. 13F price*

At the end of Q2 2024, 1,347 institutions reported holding iShares National Muni Bond E (MUB) in their 13F filings, down 23 from Q1 2024. 85 opened new positions and 113 sold out. The largest holders were Bank of America Corp. ($2.5B), Envestnet Asset Management Inc. ($2.0B) and FMR LLC ($1.7B). 6 famous investors held it, including George Soros (0.8% of Soros Fund Management's portfolio), Ken Fisher (0.2% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 → Q2 2024

	Institutions	Total Value
New Positions	85	$137.3M
Exits	113	$470.6M

All 13F filers, Q1 2024 → Q2 2024: 28,155,729 shares bought and 18,113,298 shares sold, net +10,042,431 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,347 holders


Bank of America Corp.	0.24%	Add +1.7%	23,608,728	$2.5B
Envestnet Asset Management Inc.	0.69%	Add +8.9%	18,518,502	$2.0B
FMR LLC	0.11%	Reduce -10.6%	16,385,340	$1.7B
Betterment LLC	4.35%	Add +17.5%	15,773,012	$1.7B
Creative Planning	1.35%	Add +0.3%	11,904,088	$1.3B
Bank of New York Mellon Corp	0.20%	Reduce -5.6%	9,668,387	$1.0B
JPMorgan Chase & Co.	0.09%	Reduce -4.1%	9,411,744	$1.0B
Wealthfront Advisers LLC	3.33%	Add +1.6%	9,301,268	$991.1M
Wells Fargo & Company	0.25%	Add +3.3%	9,052,364	$964.5M
Charles Schwab Investment Management Inc.	0.17%	Add +23438.5%	8,611,790	$917.6M
PNC Financial Services Group, Inc.	0.52%	Add +16.1%	7,299,804	$777.8M
LPL Financial LLC	0.37%	Add +9.1%	6,997,325	$745.6M
Morgan Stanley	0.05%	Reduce -4.3%	6,607,492	$704.0M
Northwestern Mutual Wealth Management Co.	0.64%	Reduce -6.7%	6,096,813	$649.6M
Mercer Global Advisors Inc.	1.76%	Add +16.6%	6,085,414	$647.3M
Tiaa Trust, National Association	1.68%	Add +19.6%	5,104,102	$543.8M
US Bancorp \de	0.73%	Reduce -31.2%	4,995,607	$532.3M
Fisher Asset Management	0.22%	Add +8.0%	4,732,217	$504.2M
Envestnet Portfolio Solutions, Inc.	1.68%	Reduce -14.0%	4,527,324	$482.4M
Sei Investments Co.	0.64%	Add +14.4%	4,210,559	$448.6M
Orgel Wealth Management, LLC	10.33%	Reduce -4.7%	3,592,504	$382.8M
UBS Group AG	0.09%	Add +3.9%	2,781,099	$296.3M
Rwa Wealth Partners, LLC	3.91%	Add +0.5%	2,779,349	$296.1M
Commonwealth Equity Services, LLC	0.46%	Add +9.8%	2,722,111	$290.0M
Royal Bank of Canada	0.06%	Add +177.4%	2,480,341	$264.3M
First Citizens Bank & Trust Co.	4.91%	Reduce -15.0%	2,442,225	$260.2M
Assetmark, Inc.	0.78%	Add +9.3%	2,352,676	$250.7M
Mariner, LLC	0.34%	Add +8.2%	1,667,865	$177.7M
HighTower Advisors, LLC	0.24%	Add +3.2%	1,484,333	$158.2M
Goldman Sachs Group Inc.	0.03%	Reduce -21.9%	1,441,934	$153.6M
MML Investors Services, LLC	0.61%	Reduce -6.0%	1,426,332	$152.0M
Cetera Investment Advisers	0.35%	Reduce -5.6%	1,411,161	$150.4M
Signaturefd, LLC	3.03%	Add +2.7%	1,399,839	$149.2M
Ameriprise Financial Inc.	0.04%	Add +0.6%	1,384,466	$147.6M
Choate Investment Advisors	3.29%	Reduce -17.6%	1,177,031	$125.4M
Cliftonlarsonallen Wealth Advisors, LLC	2.55%	Reduce -0.2%	1,117,484	$119.1M
One Capital Management, LLC	3.95%	Add +18.2%	1,089,330	$116.1M
Jones Financial Companies LLLP	0.13%	Add +7.2%	1,051,719	$112.1M
Sequoia Financial Advisors, LLC	1.30%	Reduce -4.7%	1,010,907	$107.7M
Osaic Holdings, Inc.	0.25%	Add +23.0%	979,145	$104.3M
Oxford Financial Group, LTD. LLC	6.87%	Add +2.1%	976,747	$104.1M
Park Avenue Securities LLC	1.27%	Add +2.3%	972,958	$103.7M
Avantax Advisory Services, Inc.	0.71%	Reduce -3.7%	930,316	$99.1M
Ellevest, Inc.	5.88%	Add +4.4%	920,731	$98.1M
Truist Financial Corp.	0.15%	Reduce -9.7%	918,295	$97.8M
Captrust Financial Advisors	0.31%	Add +3.0%	917,134	$97.7M
EP Wealth Advisors, LLC	1.03%	Reduce -4.5%	908,244	$96.8M
Citigroup Inc.	0.09%	Add +2.5%	892,098	$95.1M
Corient Private Wealth LP	0.15%	Reduce -3.0%	782,213	$83.4M
OneDigital Investment Advisors LLC	1.04%	Add +11.0%	778,415	$82.9M
HSBC Holdings PLC	0.05%	Add +98.1%	750,754	$80.0M
Cerity Partners LLC	0.21%	Reduce -5.5%	717,666	$76.5M
Focus Partners Wealth	0.25%	Add +96.0%	685,530	$73.0M
Raymond James Financial Services Advisors, Inc.	0.10%	Add +2.7%	685,532	$73.0M
Cwm, LLC	0.34%	Add +49.2%	679,503	$72.4M
Meeder Advisory Services, Inc.	5.08%	Add +29.6%	674,171	$71.8M
Wealth Enhancement Advisory Services, LLC	0.17%	Add +0.2%	652,850	$69.6M
Crestwood Advisors Group, LLC	1.43%	Add +1.0%	648,555	$69.1M
Arkos Global Advisors	11.13%	Add +0.7%	645,933	$68.8M
Orion Porfolio Solutions, LLC	0.72%	Add +15.4%	637,583	$67.9M
Orion Portfolio Solutions, LLC	0.72%	Add +15.4%	637,583	$67.9M
United Capital Financial Advisors, LLC	0.57%	Reduce -0.1%	617,405	$65.8M
State of Wisconsin Investment Board	0.17%	No change	607,800	$64.8M
Prime Capital Investment Advisors, LLC	0.95%	Add +2.4%	599,926	$63.9M
Stifel Financial Corp.	0.07%	Reduce -1.6%	581,620	$62.0M
Forvis Mazars Wealth Advisors, LLC	1.54%	Add +0.2%	577,691	$61.6M
Wealthspire Advisors, LLC	0.78%	Add +1.1%	571,121	$60.9M
Financial Engines Advisors L.L.C.	0.13%	Add +2.9%	558,313	$59.5M
BNP Paribas Financial Markets	0.06%	Reduce -28.7%	551,007	$58.7M
Coldstream Capital Management Inc.	1.39%	Add +0.2%	534,773	$57.0M
Beacon Pointe Advisors, LLC	0.68%	Reduce -5.0%	534,734	$57.0M
Prudential Financial Inc.	0.08%	Reduce -5.5%	518,006	$55.2M
Manning & Napier Advisors LLC	0.57%	—	476,978	$50.8M
Foster Group, Inc.	1.97%	Add +14.2%	469,886	$50.1M
Bessemer Group Inc.	0.09%	Reduce -8.5%	460,869	$49.1M
Bank of Montreal	0.01%	Reduce -16.4%	449,679	$48.1M
Symmetry Partners, LLC	2.47%	Add +178.9%	450,957	$48.0M
Sofi Wealth, LLC	3.96%	Add +10.1%	442,926	$47.2M
JFS Wealth Advisors, LLC	3.65%	Reduce -0.1%	433,914	$46.2M
Facet Wealth, Inc.	1.41%	Add +42.2%	428,388	$46.0M
Pathstone Holdings, LLC	0.21%	Reduce -13.6%	430,955	$45.9M
Allstate Corp.	3.70%	Add +125.3%	427,495	$45.5M
Alliancebernstein L.P.	0.02%	Add +5.6%	419,601	$44.7M
Nisa Investment Advisors, LLC	0.28%	Add +66.9%	417,850	$44.5M
Raymond James & Associates	0.03%	Reduce -5.4%	415,761	$44.3M
Wealthcare Advisory Partners LLC	1.36%	Add +3.7%	408,516	$43.5M
Plante Moran Financial Advisors, LLC	4.24%	Reduce -6.3%	398,052	$42.4M
Rockefeller Capital Management L.P.	0.12%	Add +0.4%	384,430	$41.0M
Comerica Bank	0.16%	Add +0.9%	357,312	$38.1M
Waldron Private Wealth LLC	1.62%	Reduce -0.1%	339,135	$36.1M
Avantax Planning Partners, Inc.	1.12%	Add +4.3%	326,719	$34.8M
Equitable Holdings, Inc.	0.37%	Add +11.4%	326,383	$34.8M
Austin Private Wealth, LLC	3.74%	Add +0.8%	325,779	$34.7M
Mosaic Advisors LLC	27.67%	Add +0.7%	321,860	$34.3M
Thrivent Financial for Lutherans	0.07%	Add +3.5%	321,742	$34.3M
AE Wealth Management LLC	0.34%	Add +11.9%	319,623	$34.1M
M&T Bank Corp	0.12%	Add +5.1%	319,345	$34.0M
Full Sail Capital, LLC	2.27%	Add +1.0%	316,452	$33.7M
Lake Street Advisors Group, LLC	1.56%	Reduce -3.2%	303,147	$32.3M
Bluespring Wealth Management, LLC	3.45%	Add +0.6%	301,614	$32.1M
Centiva Capital, LP	1.56%	Reduce -9.8%	300,000	$32.0M
Allspring Global Investments Holdings, LLC	0.05%	Add +672.7%	296,482	$31.6M
Global Strategic Investment Solutions, LLC	3.79%	Reduce -0.8%	294,220	$31.3M
G2 Capital Management, LLC / Oh	9.67%	Add +0.2%	291,460	$31.1M
Baird Financial Group, Inc.	0.06%	Add +0.0%	291,447	$31.1M
Lutz Financial Services LLC	2.68%	Add +4.5%	289,045	$30.8M
Johnson Financial Group, Inc.	1.46%	Reduce -16.4%	282,780	$30.1M
Atria Investments, Inc	0.39%	Add +210.8%	282,598	$30.1M
New York Life Investment Management LLC	0.30%	Add +85.1%	279,320	$29.8M
AMG National Trust Bank	0.80%	Add +34.2%	279,055	$29.7M
Sanctuary Advisors, LLC	0.22%	—	278,757	$29.6M
BlackRock Inc.	0.00%	Reduce -8.4%	275,601	$29.4M
Commerce Bank	0.19%	Add +1.6%	275,495	$29.4M
Cardinal Point Capital Management ULC	5.03%	Add +18.5%	271,244	$28.9M
Renaissance Technologies	0.05%	Add +33.8%	270,400	$28.8M
Dohj, LLC	7.17%	Add +6.9%	269,216	$28.7M
Forum Financial Management, LP	0.51%	Reduce -39.8%	264,212	$28.2M
Mather Group, Llc.	0.34%	Add +17.4%	256,234	$27.6M
Icon Wealth Advisors, LLC	2.42%	Add +3.9%	252,366	$27.2M
Cambridge Investment Research Advisors, Inc.	0.10%	Reduce 0.0%	254,224	$27.1M
LMR Partners LLP	0.73%	New	250,000	$26.6M
Great Valley Advisor Group, Inc.	0.74%	Add +4.8%	249,261	$26.6M
World Investment Advisors	1.65%	Add +10019.7%	248,136	$26.4M
Allworth Financial LP	0.17%	Reduce -0.5%	245,012	$26.3M
Alera Investment Advisors, LLC	3.15%	Add +41.4%	245,637	$26.2M
Bailard, Inc.	0.72%	Reduce -2.1%	244,400	$26.0M
Retirement Investment Advisors, Inc.	3.14%	—	242,552	$25.8M
Soros Fund Management	0.80%	No change	241,400	$25.7M
Kestra Investment Management, LLC	1.75%	—	240,800	$25.7M
Capital Insight Partners, LLC	4.82%	Reduce -2.0%	239,935	$25.6M
Blue Chip Partners, LLC	2.34%	Add +1.2%	237,948	$25.4M
Kestra Advisory Services, LLC	0.14%	Add +43.9%	245,446	$25.1M
Integrated Wealth Concepts LLC	0.34%	Add +12.3%	235,178	$25.1M
Apella Capital, LLC	1.11%	Add +4.8%	232,932	$24.9M
Atria Wealth Solutions, Inc.	0.27%	Add +15.4%	231,526	$24.7M
Schneider Downs Wealth Management Advisors, LP	5.37%	Add +11.4%	226,507	$24.1M
Modera Wealth Management, LLC	0.36%	Add +44.4%	226,175	$24.1M
Meridian Wealth Partners, LLC	4.21%	Reduce -15.2%	223,684	$23.8M
Cahaba Wealth Management, Inc.	2.09%	Add +5.7%	222,212	$23.7M
a16z Perennial Management, L.P.	2.53%	No change	221,667	$23.6M
Trust Co	3.05%	Add +1.7%	221,615	$23.6M
Cresset Asset Management, LLC	0.10%	Add +6.2%	219,847	$23.4M
Farther Finance Advisors, LLC	1.13%	Add +21.0%	219,344	$23.3M
Perigon Wealth Management, LLC	0.67%	Add +11.5%	217,221	$23.1M
Wedmont Private Capital	1.43%	Add +4.7%	211,940	$22.7M
Ledyard National Bank	2.21%	Add +6.1%	213,265	$22.7M
Liquid Strategies, LLC	5.97%	Add +7.4%	213,180	$22.7M
Regions Financial Corp.	0.17%	Add +0.8%	212,293	$22.6M
McNamara Financial Services, Inc.	4.76%	Add +4.2%	211,096	$22.5M
Stratos Wealth Partners, LTD.	0.36%	Add +6.5%	210,916	$22.5M
Choreo, LLC	0.37%	Add +3.4%	210,430	$22.3M
Townsquare Capital LLC	0.30%	Add +3.7%	209,343	$22.3M
Asio Capital, LLC	4.49%	Add +0.3%	205,831	$21.9M
Fort Point Capital Partners LLC	2.80%	Add +40.1%	204,392	$21.8M
Manufacturers Life Insurance Company, The	0.02%	Add +8.0%	200,497	$21.4M
Lebenthal Global Advisors, LLC	4.69%	Reduce -3.0%	200,587	$21.4M
Cardinal Strategic Wealth Guidance	7.66%	Add +0.8%	199,511	$21.3M
Bear Mountain Capital, Inc.	8.59%	Reduce -0.1%	196,646	$21.1M
Aspiriant, LLC	0.84%	Reduce -1.2%	193,957	$20.7M
Leonard Rickey Investment Advisors P.L.L.C.	4.87%	Add +24.2%	190,766	$20.3M
Axxcess Wealth Management, LLC	0.55%	Add +3.6%	189,701	$20.2M
Natixis Advisors, LLC	0.04%	Add +43.2%	189,123	$20.2M
Salomon & Ludwin, LLC	2.23%	Add +12.7%	187,310	$20.0M
Balentine LLC	0.91%	Reduce -2.2%	186,969	$19.9M
Boston Standard Wealth Management, LLC	4.35%	Add +6.7%	185,519	$19.8M
RTD Financial Advisors, Inc.	2.63%	Add +0.8%	183,730	$19.6M
Dynasty Wealth Management, LLC	0.58%	Add +2.1%	183,641	$19.6M
Regimen Wealth, LLC	6.73%	Add +6.6%	183,370	$19.5M
First Financial Bank - Trust Division	1.89%	Add +14.4%	179,980	$19.2M
Clearwater Capital Advisors, LLC	2.03%	Reduce -0.7%	179,718	$19.1M
Quotient Wealth Partners, LLC	0.67%	Reduce -2.2%	179,612	$19.1M
Avior Wealth Management, LLC	0.82%	Reduce -0.4%	179,288	$19.1M
Arax Advisory Partners	1.85%	New	178,500	$19.0M
Capital Analysts, LLC	0.84%	Add +3.7%	178,185	$19.0M
Vicus Capital	1.71%	Add +0.4%	177,237	$18.9M
CX Institutional	0.89%	Reduce -2.1%	177,159	$18.9M
Morton Brown Family Wealth, LLC	7.44%	Reduce -6.2%	175,572	$18.8M
Steward Partners Investment Advisory, LLC	0.20%	Reduce -2.3%	176,564	$18.8M
Stage Harbor Financial, LLC	18.11%	Reduce -1.1%	175,948	$18.7M
Slow Capital, Inc.	3.03%	Reduce -37.6%	175,825	$18.7M
Citizens Financial Group Inc.	0.41%	Add +4.8%	175,174	$18.7M
Ally Invest Advisors Inc.	1.79%	Add +2.5%	174,940	$18.6M
Wesbanco Bank Inc.	0.69%	Add +11.7%	174,226	$18.6M
Alaska Wealth Advisors, LLC	2.86%	Add +20.3%	173,284	$18.5M
Chesley Taft & Associates LLC	0.92%	Add +1.8%	171,341	$18.3M
Flputnam Investment Management Co.	0.34%	Add +1.2%	171,193	$18.2M
Morningstar Investment Services LLC	0.20%	Add +3.4%	168,301	$18.0M
Alesco Advisors, LLC, An ESL Co	0.58%	Add +6.3%	166,146	$17.7M
Capital Asset Advisory Services LLC	0.96%	Add +3.7%	165,101	$17.7M
Altura Wealth Advisors Inc.	16.15%	Add +344.1%	154,055	$16.4M
Diversified Portfolios, Inc.	2.15%	Add +7.3%	153,422	$16.3M
FUKOKU MUTUAL LIFE INSURANCE Co	1.26%	No change	153,000	$16.3M
Kingdom Financial Group LLC.	11.00%	Add +8.4%	152,506	$16.2M
SVB Wealth LLC	0.40%	Reduce -2.0%	150,879	$16.1M
Parkside Investments, LLC	2.52%	No change	149,900	$16.0M
Stairway Partners, LLC	1.25%	Add +1.1%	149,389	$15.9M
Lido Advisors, LLC	0.13%	Add +4.1%	147,853	$15.8M
Sigma Planning Corp	0.50%	Add +8.0%	147,177	$15.7M
Fragasso Financial Advisors Inc	1.23%	Reduce -15.0%	140,394	$15.0M
RMR Wealth Builders	1.69%	Add +6.0%	138,269	$14.7M
Apollon Wealth Management, LLC	0.45%	Add +1.3%	137,707	$14.7M
First Citizens Asset Management, Inc.	5.40%	Add +5.4%	135,878	$14.5M
Advisory Services Network, LLC	0.30%	Add +4.8%	135,612	$14.4M
AlTi Global, Inc.	0.38%	Reduce -26.8%	133,772	$14.3M
HBC Financial Services, PLLC	9.04%	Add +0.5%	132,339	$14.2M
McKinley Carter Wealth Services, Inc.	0.89%	Add +8.8%	131,306	$14.0M
Sand Hill Global Advisors, LLC	0.63%	Reduce -14.8%	130,573	$13.9M
Teilinger Capital Ltd.	6.60%	New	130,000	$13.9M
Private Advisor Group, LLC	0.09%	Add +8.7%	129,065	$13.8M
Waverly Advisors, LLC	0.27%	Add +16.7%	128,271	$13.7M
Janney Montgomery Scott LLC	0.04%	Add +9.8%	126,275	$13.5M
Clearstead Advisors, LLC	0.23%	Add +318.9%	125,105	$13.3M
Towercrest Capital Management	2.16%	Add +2.1%	123,328	$13.1M
Rinkey Investments	4.67%	Add +6.1%	121,991	$13.0M
Unique Wealth, LLC	3.39%	Add +3.7%	121,493	$12.9M
Alley Investment Management Company, LLC	1.76%	Add +6.3%	121,192	$12.9M
O'shaughnessy Asset Management, LLC	0.13%	Add +18.5%	119,036	$12.7M
Ocean Park Asset Management, LLC	0.60%	Reduce -20.0%	118,600	$12.6M
Crewe Advisors LLC	1.40%	Add +11.5%	117,610	$12.5M
Fiduciary Trust Co	0.19%	Add +12.4%	117,519	$12.5M
NewEdge Advisors, LLC	0.09%	Add +26.0%	115,477	$12.3M
Nicolet Advisory Services, LLC	1.17%	Reduce -5.2%	114,627	$12.2M
Orin Green Financial, LLC	5.60%	New	114,029	$12.1M
Buckingham Strategic Wealth, LLC	0.13%	Reduce -3.3%	113,324	$12.1M
Revolve Wealth Partners, LLC	1.97%	Reduce -2.4%	112,255	$12.0M
Brooklyn FI, LLC	4.63%	Add +11.1%	111,239	$11.9M
Resonant Capital Advisors, LLC	0.96%	Add +21.1%	111,191	$11.8M
Franklin Resources Inc.	0.00%	Reduce -5.8%	109,112	$11.6M
Brown Wealth Management, LLC	4.68%	Add +6.8%	109,077	$11.6M
Lindenwold Advisors, INC	6.16%	Add +2.9%	108,358	$11.5M
Clarity Asset Management, Inc.	8.13%	Add +1.8%	107,503	$11.5M
Baron Silver Stevens Financial Advisors, LLC	2.19%	Add +2.1%	107,355	$11.4M
Private Wealth Management Group, LLC	4.95%	Add +22.0%	107,251	$11.4M
Old Mission Capital LLC	0.30%	Reduce -54.8%	106,423	$11.3M
Heartwood Wealth Advisors LLC	1.35%	Add +1.9%	105,912	$11.3M
CIBC Private Wealth Group LLC	0.02%	Reduce -22.6%	104,910	$11.2M
Founders Financial Securities LLC	1.04%	Add +9.8%	103,101	$11.0M
Manhattan West Asset Management, LLC	2.96%	Add +14.3%	103,027	$11.0M
NewEdge Wealth, LLC	0.24%	Reduce -1.7%	102,606	$10.9M
Brown Advisory Inc.	0.01%	Add +2.0%	99,542	$10.6M
Apeiron RIA LLC	3.23%	Add +7.4%	98,901	$10.5M
Cook Wealth, LLC	5.62%	Reduce -1.5%	97,158	$10.4M
Skyline Advisors, Inc.	4.49%	Reduce -1.4%	96,979	$10.3M
Dynamic Advisor Solutions LLC	0.32%	Add +5.1%	96,584	$10.3M
Integrated Advisors Network LLC	0.53%	Reduce -2.8%	96,490	$10.3M
Horizon Investments, LLC	0.28%	Add +2.9%	96,523	$10.2M
Freestone Capital Holdings, LLC	0.37%	Add +2.1%	95,783	$10.2M
Savant Capital, LLC	0.10%	Add +14.9%	95,381	$10.2M
Simplicity Wealth,LLC	0.23%	Add +12.1%	95,007	$10.1M
Girard Partners LTD.	0.96%	Reduce -1.8%	94,979	$10.1M
Veery Capital, LLC	4.09%	Add +1.2%	94,801	$10.1M
25 LLC	4.75%	Add +6.6%	93,904	$10.0M
GM Advisory Group, LLC	0.64%	New	93,418	$10.0M
Summit Financial, LLC	0.45%	Add +180.5%	92,269	$9.8M
Okabena Investment Services Inc.	3.10%	Reduce -0.8%	91,652	$9.8M
Deutsche Bank AG	0.00%	Reduce -38.6%	91,451	$9.7M
German American Bancorp, Inc.	1.08%	Reduce -0.7%	88,049	$9.4M
Harbor Group, Inc.	2.40%	Add +0.0%	87,901	$9.4M
BTC Capital Management, Inc.	0.86%	Reduce -25.0%	87,410	$9.3M
Opus Capital Group, LLC	1.33%	Reduce -1.9%	87,303	$9.3M
Smith & Howard Wealth Management, LLC	2.77%	Add +1.2%	87,253	$9.3M
Martel Wealth Advisors LLC	1.98%	Add +3.3%	86,796	$9.2M
Catalyst Financial Partners LLC	2.03%	Add +0.2%	86,700	$9.2M
Weitzel Financial Services, Inc.	4.58%	Add +3.6%	86,533	$9.2M
Graypoint LLC	0.63%	Add +18.0%	85,708	$9.1M
Hengehold Capital Management LLC	0.95%	Add +2.6%	85,355	$9.1M
Ausdal Financial Partners, Inc.	0.97%	Add +5.8%	85,128	$9.1M
Ackerman Capital Advisors, LLC	2.40%	Add +5.9%	85,086	$9.1M
Hudock, Inc.	1.69%	Add +26.4%	84,868	$9.0M
Fifth Third Bancorp	0.03%	Reduce -12.6%	84,584	$9.0M
Elm Partners Management LLC	0.69%	Reduce -36.7%	83,828	$8.9M
Brandywine Oak Private Wealth LLC	0.91%	Reduce -1.6%	82,670	$8.8M
One Wealth Management Investment & Advisory Services, LLC	3.51%	Reduce -7.1%	82,607	$8.8M
Dakota Wealth Management	0.21%	Reduce -4.4%	82,108	$8.7M
Moss Adams Wealth Advisors LLC	1.20%	Add +259.4%	81,207	$8.7M
Laird Norton Wetherby Trust Company, LLC	1.22%	Add +28.9%	80,983	$8.6M
Reston Wealth Management LLC	3.42%	Add +2.4%	80,161	$8.5M
WealthShield Partners, LLC	1.30%	Add +2.5%	80,088	$8.5M
PDS Planning, Inc	0.85%	Add +1.3%	79,345	$8.5M
Kowal Investment Group, LLC	1.68%	Reduce -4.1%	78,809	$8.4M
Seeds Investor LLC	4.30%	Add +536.6%	78,770	$8.4M
Ade, LLC	5.66%	Reduce -3.0%	78,722	$8.4M
Northeast Financial Group, Inc.	3.59%	Add +23.6%	78,577	$8.4M
Aquire Wealth Advisors, LLC	2.81%	Add +4.5%	78,441	$8.4M
Stephens Consulting, LLC	2.31%	Reduce -7.0%	75,943	$8.1M
NorthCoast Asset Management LLC	0.07%	Add +28.7%	75,791	$8.1M
Legacy Private Trust Co.	0.57%	No change	75,880	$8.1M
GAMMA Investing LLC	1.10%	Add +31.1%	75,646	$8.1M
Oakwell Private Wealth Management, LLC	2.24%	Add +0.0%	74,538	$7.9M
Ironwood Wealth Management, LLC.	2.57%	Reduce -14.3%	73,963	$7.9M
Private Ocean, LLC	0.69%	Reduce -3.4%	73,829	$7.9M
RFP Financial Group LLC	2.89%	Add +13.7%	73,130	$7.8M
First Horizon Advisors, Inc.	0.24%	Reduce -6.1%	72,939	$7.8M
North Star Investment Management Corp.	0.57%	Add +0.0%	72,440	$7.7M
Regal Investment Advisors LLC	0.51%	Add +0.7%	71,938	$7.7M
Concourse Financial Group Securities, Inc.	0.48%	Add +2.7%	93,208	$7.6M
Equita Financial Network, Inc.	3.17%	Add +0.3%	71,260	$7.6M
Stone House Investment Management, LLC	1.97%	Add +4.9%	71,118	$7.6M
Kayne Anderson Rudnick Investment Management LLC	0.02%	Reduce -4.5%	70,869	$7.6M
Brookstone Capital Management	0.12%	Reduce -7.5%	69,227	$7.4M
Wealthcare Capital Management LLC	0.78%	Add +18.8%	69,126	$7.4M
Burt Wealth Advisors	1.93%	Reduce -5.2%	68,784	$7.3M
Moller Wealth Partners	1.95%	No change	68,664	$7.3M
Trinity Wealth Management, LLC	3.63%	Add +4.4%	68,384	$7.3M
Wealth Management Resources, Inc.	3.12%	Add +47.6%	68,218	$7.3M
Platte River Wealth Advisors, LLC	2.03%	Reduce -7.0%	67,915	$7.2M
Global Wealth Strategies & Associates	2.59%	Add +17.6%	67,860	$7.2M
Bragg Financial Advisors, Inc	0.32%	Add +4.7%	67,789	$7.2M
Bartlett & Co. Wealth Management LLC	0.11%	Add +7.8%	67,346	$7.2M
Mayflower Financial Advisors, LLC	1.18%	Reduce -0.6%	67,222	$7.2M
Raub Brock Capital Management LP	1.54%	Reduce -0.2%	66,375	$7.1M
Foster & Motley Inc.	0.48%	Add +6.0%	66,009	$7.0M
Seaside Wealth Management, Inc.	2.83%	Reduce -41.0%	64,146	$6.8M
Gerber Kawasaki Wealth & Investment Management	0.34%	Add +9.2%	63,815	$6.8M
Strategic Blueprint, LLC	0.46%	Add +7.4%	63,715	$6.8M
Black Diamond Financial, LLC	1.31%	New	63,495	$6.8M
GenTrust, LLC	0.37%	Reduce -3.5%	63,440	$6.8M
First National Trust Co	0.28%	Reduce -1.9%	63,182	$6.7M
Focus Financial Network, Inc.	0.29%	Add +1.3%	62,407	$6.7M
Legacy Financial Strategies, LLC	1.61%	Add +5.3%	62,799	$6.7M
Waterford Advisors, LLC	2.79%	Reduce -1.9%	62,366	$6.6M
Clarius Group, LLC	0.47%	Reduce -20.2%	61,724	$6.6M
Dogwood Wealth Management LLC	4.04%	Add +0.6%	61,579	$6.6M
Passive Capital Management, LLC.	2.40%	Add +4.8%	60,627	$6.5M
Albion Financial Group	0.49%	Add +10.2%	60,535	$6.5M
Phillips Financial Management, LLC	0.53%	Add +2.9%	60,457	$6.4M
Fulton Breakefield Broenniman LLC	0.48%	Reduce -0.5%	60,417	$6.4M
Arkansas Financial Group, Inc.	1.14%	Add +5.5%	59,922	$6.4M
Capital Investment Services of America, Inc.	0.61%	Reduce -5.0%	59,629	$6.4M
CGN Advisors LLC	0.74%	Add +0.5%	59,607	$6.4M
Valmark Advisers, Inc.	0.11%	Add +9.8%	59,604	$6.4M
Connecticut Wealth Management, LLC	0.33%	Add +12.6%	59,392	$6.3M
Smithfield Trust Co	0.33%	Add +180.5%	58,966	$6.3M
Traveka Wealth, LLC	3.06%	Reduce -2.5%	58,846	$6.3M
Beacon Bridge Wealth Partners, LLC	2.88%	Add +33.0%	58,813	$6.3M
St Germain D J Co. Inc.	0.30%	Reduce -0.4%	58,603	$6.2M
Alliance Wealth Management Group	1.78%	Add +2.6%	58,450	$6.2M
Aua Capital Management, LLC	3.75%	Reduce -2.3%	58,393	$6.2M
McAdam, LLC	0.37%	Add +6.3%	58,318	$6.2M
Granite Harbor Advisors, Inc.	4.03%	Add +12.6%	58,296	$6.2M
Jane Street Group, LLC	0.01%	Reduce -97.9%	57,942	$6.2M
RFG Advisory, LLC	0.20%	Reduce -20.7%	57,674	$6.1M
Peapack Gladstone Financial Corp.	0.09%	Add +14.6%	56,967	$6.1M
FSM Wealth Advisors, LLC	2.03%	Add +13.6%	56,965	$6.1M
CFS Investment Advisory Services, LLC	0.49%	New	56,583	$6.0M
Advus Financial Partners, LLC	1.83%	Add +0.7%	56,449	$6.0M
TD Capital Management LLC	0.63%	Add +2.5%	56,260	$6.0M
Synovus Financial Corp.	0.08%	Reduce -0.6%	56,094	$6.0M
Creative Financial Designs Inc.	0.53%	Reduce -16.0%	56,082	$6.0M
Davidson Investment Advisors	0.31%	Reduce -7.6%	55,900	$6.0M
Aptus Capital Advisors, LLC	0.11%	Add +168.3%	55,359	$5.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.18%	Reduce -7.3%	55,258	$5.9M
Granby Capital Management, LLC	3.35%	No change	55,000	$5.9M
Robertson Stephens Wealth Management, LLC	0.31%	Reduce -4.1%	54,815	$5.8M
LPWM LLC	1.98%	Add +0.5%	53,670	$5.7M
Kestra Private Wealth Services, LLC	0.11%	Reduce -12.9%	53,752	$5.7M
Invenio Wealth Partners LLC	2.83%	Add +6.4%	53,664	$5.7M
Biltmore Family Office, LLC	1.05%	Add +8.6%	53,550	$5.7M
SigFig Wealth Management, LLC	0.21%	Reduce -53.2%	53,375	$5.7M
High Falls Advisors, Inc	1.36%	Add +16.3%	52,589	$5.6M
ORG Partners LLC	0.70%	New	52,661	$5.6M
Exencial Wealth Advisors, LLC	0.21%	Add +16.6%	52,037	$5.5M
Per Stirling Capital Management, LLC.	0.89%	Add +0.2%	52,026	$5.5M
Financial Life Advisors	2.23%	Reduce -1.2%	51,583	$5.5M
Precedent Wealth Partners, LLC	2.20%	Add +0.4%	51,250	$5.5M
NewSquare Capital LLC	0.47%	Reduce -2.0%	51,139	$5.4M
Galvin, Gaustad & Stein, LLC	0.51%	Add +0.2%	51,116	$5.4M
Fiduciary Financial Group, LLC	1.31%	—	50,556	$5.4M
Cannon Financial Strategists, Inc.	1.04%	Add +0.7%	50,952	$5.4M
Patriot Investment Management Group, Inc.	0.42%	Add +1.0%	50,698	$5.4M
Dravo Bay LLC	3.00%	Add +10.3%	50,620	$5.4M
Vannoy Advisory Group, Inc.	4.18%	Add +4.9%	50,618	$5.4M
Raymond James Trust N.A.	0.13%	Add +16.9%	50,560	$5.4M
Fairview Capital Investment Management, LLC	0.30%	Add +0.6%	50,447	$5.4M
Wrenne Financial Planning LLC	3.70%	Add +8.6%	50,386	$5.4M
Acropolis Investment Management, LLC	0.34%	Add +0.4%	50,003	$5.3M
TNF LLC	1.96%	Reduce -1.7%	49,778	$5.3M
Charles Schwab Trust Co	0.48%	Add +39.9%	48,349	$5.2M
Northern Trust Corp.	0.00%	Add +53.6%	48,316	$5.1M
Kingsview Wealth Management, LLC	0.12%	Add +12.6%	48,109	$5.1M
Motive Wealth Advisors	3.08%	Reduce -6.6%	48,105	$5.1M
Watershed Private Wealth LLC	2.18%	Add +6.6%	48,028	$5.1M
Somnio Financial Group, LLC	4.51%	—	47,955	$5.1M
Curbstone Financial Management Corp	1.11%	Reduce -0.2%	47,792	$5.1M
Edgestream Partners, L.P.	0.24%	Add +750.0%	47,769	$5.1M
IMPACTfolio, LLC	2.83%	Add +1.6%	47,425	$5.1M
Alpha Financial Partners LLC	4.35%	Add +4.1%	47,108	$5.0M
Keebeck Wealth Management	0.73%	Add +10.7%	46,857	$5.0M
Presilium Private Wealth, LLC	1.26%	Add +2.8%	46,848	$5.0M
Stephens Inc.	0.08%	Reduce -1.4%	46,695	$5.0M
Hassell Wealth Management, LLC	2.19%	No change	45,589	$4.9M
Traphagen Investment Advisors LLC	0.53%	Reduce -4.1%	45,643	$4.9M
HUB Investment Partners, LLC	0.23%	Add +0.9%	45,045	$4.8M
Chicago Partners Investment Group LLC	0.18%	Add +6.5%	44,474	$4.8M
True Vision MN LLC	3.07%	Reduce -1.3%	44,339	$4.7M
Cascade Financial Partners, LLC	0.62%	Reduce -2.4%	44,102	$4.7M
Hancock Whitney Corp.	0.16%	Reduce -5.1%	43,569	$4.6M
Global Retirement Partners, LLC	0.15%	Add +44.1%	43,510	$4.6M
Country Trust Bank	0.12%	Add +0.5%	43,422	$4.6M
Beaird Harris Wealth Management, LLC	0.43%	Add +54.8%	42,441	$4.5M
Principal Securities, Inc.	0.12%	Add +22.3%	41,377	$4.4M
Power Wealth Management LLC	2.09%	Reduce -6.6%	41,068	$4.4M
D L Carlson Investment Group Inc.	0.84%	Add +9.0%	40,615	$4.3M
Avidian Wealth Enterprises, LLC	0.21%	Reduce -14.3%	40,431	$4.3M
Joseph Group Capital Management	2.24%	Reduce -0.4%	40,418	$4.3M
Cosner Financial Group, LLC	3.04%	Reduce -2.8%	40,290	$4.3M
Premier Path Wealth Partners, LLC	0.73%	Add +63.2%	40,190	$4.3M
Proathlete Wealth Management LLC	2.00%	Add +7.6%	39,723	$4.2M
Stratos Wealth Advisors, LLC	0.21%	Add +13.1%	39,721	$4.2M
Clifford Group, LLC	3.41%	Reduce -0.5%	39,675	$4.2M
SevenBridge Financial Group, LLC	0.93%	Add +2.0%	39,089	$4.2M
Financial Advocates Investment Management	0.26%	Add +57.2%	39,604	$4.2M
Waterway Wealth Management, LLC	2.07%	Add +1716.3%	39,542	$4.2M
Alhambra Investment Management LLC	2.28%	Reduce -31.6%	39,020	$4.2M
Bleakley Financial Group, LLC	0.12%	Add +3.6%	38,777	$4.1M
Exchange Bank	3.49%	Reduce -18.2%	38,592	$4.1M
ONE Advisory Partners, LLC	1.89%	Add +9.3%	38,490	$4.1M
Ameritas Investment Partners, Inc.	0.14%	Reduce -0.9%	38,338	$4.1M
My Legacy Advisors, LLC	1.30%	Reduce -1.7%	38,277	$4.1M
Zhang Financial LLC	0.28%	Add +7.1%	37,738	$4.0M
BCGM Wealth Management, LLC	1.38%	Add +21.4%	37,437	$4.0M
Whitegate Investment Counselors, Inc.	1.13%	Reduce -4.1%	37,285	$4.0M
Naples Global Advisors, LLC	0.39%	Add +6.1%	36,647	$3.9M
GYL Financial Synergies, LLC	0.30%	Reduce -1.0%	36,278	$3.9M
Johnson Bixby & Associates, LLC	0.65%	Reduce -3.4%	36,175	$3.9M
Mission Wealth Management, LP	0.10%	Reduce -16.5%	36,066	$3.8M
Partners in Financial Planning	0.83%	Add +8.1%	35,658	$3.8M
Capital Advisors Wealth Management, LLC	0.75%	Add +4.3%	35,657	$3.8M
&partners	0.17%	Add +341.4%	35,378	$3.8M
Eagle Rock Investment Company, LLC	0.68%	Add +0.8%	35,176	$3.7M
Life Planning Partners, Inc	3.39%	Add +9.9%	35,040	$3.7M
Citadel Advisors	0.00%	New	34,844	$3.7M
WealthCollab, LLC	2.67%	Add +4.0%	34,829	$3.7M
Insight Wealth Strategies, LLC	0.53%	Add +9.0%	34,691	$3.7M
Sowell Financial Services LLC	0.18%	Add +4.0%	34,675	$3.7M
Tobias Financial Advisors, Inc.	0.80%	No change	34,630	$3.7M
Joel Isaacson & Co., LLC	0.19%	Add +0.7%	34,341	$3.7M
AIFG Consultants Ltd.	2.72%	Reduce -1.1%	34,334	$3.7M
Financial Insights, Inc.	1.01%	Reduce -9.6%	34,276	$3.7M
Patton Albertson Miller Group, LLC	0.51%	Reduce -0.7%	33,732	$3.6M
Detalus Advisors, LLC	1.23%	Reduce -17.1%	33,731	$3.6M
Kades & Cheifetz LLC	2.25%	Add +5.4%	33,654	$3.6M
Investment Partners, LTD.	1.60%	Add +5.3%	33,523	$3.6M
Composition Wealth, LLC	0.09%	Reduce -1.0%	33,298	$3.5M
Financial Counselors Inc.	0.06%	Add +8.0%	33,228	$3.5M
Whittier Trust Co. of Nevada Inc.	0.10%	Reduce -0.4%	33,201	$3.5M
Investment Management Associates Inc.	1.22%	No change	33,191	$3.5M
Steel Grove Capital Advisors, LLC	0.48%	Reduce -46.8%	32,950	$3.5M
Keybank National Association	0.01%	Add +5.9%	32,678	$3.5M
Wunderlich Capital Managemnt	1.55%	Add +2.1%	32,551	$3.5M
TD Private Client Wealth LLC	0.11%	Reduce -31.1%	32,392	$3.5M
Parallel Advisors, LLC	0.09%	Add +25.7%	32,025	$3.4M
Private Trust Co. NA	0.37%	Add +28.0%	31,973	$3.4M
Durante & Waters, LLC	3.02%	Add +17.6%	31,860	$3.4M
Ascent Group, LLC	0.27%	Add +101.6%	31,589	$3.4M
Strategies Wealth Advisors, LLC	0.49%	Reduce -0.7%	31,426	$3.3M
Benjamin F. Edwards & Company, Inc.	0.06%	Reduce -1.8%	31,423	$3.3M
CreativeOne Wealth, LLC	0.17%	Add +0.2%	31,300	$3.3M
Vise Technologies, Inc.	0.58%	Add +6.0%	31,272	$3.3M
Jacobson & Schmitt Advisors, LLC	0.75%	Add +16.1%	31,076	$3.3M
Rehmann Capital Advisory Group	0.24%	Add +3.9%	30,971	$3.3M
Grove Bank & Trust	0.52%	Reduce -13.3%	30,538	$3.3M
SteelPeak Wealth, LLC	0.15%	Reduce -7.9%	30,440	$3.2M
Ullmann Wealth Partners Group, LLC	0.46%	Add +20.5%	30,232	$3.2M
Confluence Wealth Services, Inc.	0.25%	Add +23.5%	29,938	$3.2M
Pure Financial Advisors, LLC	0.09%	Reduce -20.9%	29,846	$3.2M
Theory Financial LLC	1.49%	Add +49.5%	29,650	$3.2M
Brio Consultants, LLC	0.52%	Add +2.1%	29,626	$3.2M
First American Trust, FSB	0.31%	Add +6.2%	29,377	$3.1M
Colton Groome Financial Advisors, LLC	1.23%	Reduce -10.5%	29,355	$3.1M
Transamerica Financial Advisors, LLC	0.33%	No change	29,346	$3.1M
Hart & Patterson Financial Group LLC	1.54%	Add +3.9%	29,213	$3.1M
Leeward Financial Partners, LLC	1.26%	Add +3.4%	29,067	$3.1M
MIdWestOne Financial Group, Inc.	0.56%	Add +24.1%	29,032	$3.1M
Thrive Wealth Management, LLC	0.60%	Add +11.2%	28,979	$3.1M
Kwmg, LLC	0.33%	Add +0.6%	28,770	$3.1M
First International Bank & Trust	1.05%	Add +6.1%	28,616	$3.0M
Sterling Investment Advisors, Ltd.	0.82%	Add +1.8%	28,589	$3.0M
First Foundation Advisors	0.12%	Add +25.2%	28,494	$3.0M
Procyon Advisors, LLC	0.22%	Reduce -1.0%	28,151	$3.0M
Smallwood Wealth Investment Management, LLC	2.31%	Reduce -20.9%	28,054	$3.0M
James J. Burns & Company, LLC	0.58%	Add +95.5%	27,506	$2.9M
IHT Wealth Management, LLC	0.11%	Add +28.3%	27,454	$2.9M
Prosperity Planning, Inc.	1.00%	New	27,389	$2.9M
Rosenberg Matthew Hamilton	0.86%	Add +30.1%	27,423	$2.9M
Paulson Wealth Management Inc.	0.84%	Add +4.0%	27,148	$2.9M
Arcadia Wealth Management, LLC	1.65%	Add +7.7%	27,061	$2.9M
Lifeworks Advisors, LLC	0.80%	Add +1.5%	27,013	$2.9M
Diversified, LLC	0.34%	Add +710.6%	26,951	$2.9M
Blair William & Co.	0.01%	Reduce -23.1%	26,933	$2.9M
Paladin Advisory Group, LLC	2.23%	Add +3.9%	27,011	$2.9M
Cornerstone Wealth Management, LLC	0.22%	Reduce -7.4%	26,798	$2.9M
SWS Partners	0.85%	Reduce -25.4%	26,617	$2.8M
LGL Partners, LLC	0.41%	Reduce -12.6%	26,612	$2.8M
Armor Investment Advisors, LLC	1.31%	Add +13.2%	26,561	$2.8M
Physician Wealth Solutions Inc.	2.02%	Add +1.9%	26,510	$2.8M
Madison Wealth Partners, Inc	0.97%	Reduce -4.0%	26,418	$2.8M
Forte Asset Management LLC	1.64%	Add +2.7%	26,077	$2.8M
U.S. Capital Wealth Advisors, LLC	0.11%	Add +42.8%	26,054	$2.8M
Juncture Wealth Strategies, LLC	1.16%	Add +1.6%	26,041	$2.8M
Breakwater Capital Group	0.62%	Reduce -6.9%	25,708	$2.7M
Lowe Brockenbrough & Co. Inc.	0.18%	Reduce -25.4%	25,546	$2.7M
Bare Financial Services, Inc	1.43%	Add +13.5%	25,276	$2.7M
Snowden Capital Advisors LLC	0.08%	Reduce -2.9%	25,376	$2.7M
Symphony Financial, Ltd. Co.	0.49%	Add +1.7%	25,268	$2.7M
Accurate Wealth Management, LLC	0.64%	Add +2.2%	24,925	$2.7M
Cypress Capital Group	0.32%	Reduce -16.1%	24,905	$2.7M
Millennium Management	0.00%	Add +6.6%	24,805	$2.6M
Stephenson & Company, Inc.	1.96%	Reduce -10.7%	24,787	$2.6M
CW Advisors, LLC	0.04%	Reduce -9.0%	24,702	$2.6M
Csenge Advisory Group	0.15%	Add +5.5%	24,505	$2.6M
Waller Financial Planning Group, Inc.	0.70%	Reduce -11.4%	24,357	$2.6M
Cedar Point Capital Partners, LLC	1.94%	Reduce -3.5%	24,276	$2.6M
Insight Wealth Partners, LLC	1.64%	Reduce -9.3%	23,692	$2.5M
Mutual Advisors, LLC	0.08%	Add +9.2%	23,520	$2.5M
Hoge Financial Services, LLC	2.06%	Reduce -20.4%	23,625	$2.5M
Verus Capital Partners, LLC	0.26%	Reduce -1.0%	23,315	$2.5M
Caldwell Trust Co	0.27%	Reduce -2.3%	23,263	$2.5M
Algorithmic Investment Models, LLC	1.93%	New	23,194	$2.5M
Diversify Advisory Services, LLC	0.14%	Reduce -21.0%	23,046	$2.5M
Westside Investment Management, Inc.	0.56%	Add +11.8%	22,819	$2.4M
B. Riley Wealth Advisors, Inc.	0.06%	Add +49.2%	22,799	$2.4M
Beaumont Financial Advisors, LLC	0.19%	Add +55.6%	22,730	$2.4M
Garden State Investment Advisory Services LLC	0.83%	Add +0.2%	22,659	$2.4M
Mainsail Financial Group, LLC	1.42%	Add +36.4%	22,607	$2.4M
TPG Advisors LLC	2.04%	—	22,502	$2.4M
Venturi Wealth Management, LLC	0.14%	Add +1.6%	22,448	$2.4M
James Investment Research, Inc.	0.28%	Reduce -3.0%	22,440	$2.4M
Cambridge Capital Management, LLC	1.76%	Reduce -7.0%	22,327	$2.4M
Oppenheimer & Co. Inc.	0.04%	Add +5.4%	22,177	$2.4M
Waterloo Capital, L.P.	0.28%	Add +80.8%	22,015	$2.3M
Spinnaker Investment Group, LLC	0.64%	Reduce -8.8%	21,884	$2.3M
Investment Planning Advisors, Inc.	1.19%	—	21,847	$2.3M
Concurrent Investment Advisors, LLC	0.08%	Reduce -2.4%	21,736	$2.3M
Summit Wealth Group, LLC	0.69%	New	21,638	$2.3M
Aletheian Wealth Advisors LLC	1.21%	Add +3.8%	21,504	$2.3M
Quantinno Capital Management LP	0.04%	Add +133.0%	21,488	$2.3M
Riversedge Advisors, LLC	0.56%	Reduce -6.2%	21,457	$2.3M
Prosperity Consulting Group, LLC	0.31%	Reduce -7.9%	21,436	$2.3M
AdvisorNet Financial, Inc	0.21%	Add +4.3%	21,373	$2.3M
Sterling Investment Counsel, LLC	0.90%	Add +4.8%	21,364	$2.3M
Capasso Planning Partners LLC	0.74%	Reduce -8.1%	21,344	$2.3M
Cypress Wealth Services, LLC	0.51%	Add +0.2%	21,320	$2.3M
Hamilton Wealth, LLC	0.61%	Reduce -27.1%	21,302	$2.3M
Schechter Investment Advisors, LLC	0.17%	Add +77.3%	21,142	$2.3M
Bernardo Wealth Planning LLC	0.61%	Add +0.2%	21,132	$2.3M
ForthRight Wealth Management, LLC	0.81%	Reduce -29.3%	21,040	$2.2M
Etesian Wealth Advisors, Inc.	1.26%	Reduce -5.3%	21,016	$2.2M
Visionary Wealth Advisors	0.14%	Reduce -8.3%	20,697	$2.2M
EverSource Wealth Advisors, LLC	0.15%	Add +22.7%	20,417	$2.2M
Philadelphia Trust Co.	0.17%	No change	20,554	$2.2M
Money Concepts Capital Corp.	0.18%	Add +5.4%	20,545	$2.2M
Keystone Wealth Services, LLC	0.68%	Reduce -0.8%	20,452	$2.2M
White Lighthouse Investment Management Inc.	0.42%	Add +16.1%	20,420	$2.2M
TBH Global Asset Management, LLC	0.48%	Reduce -56.3%	20,299	$2.2M
VitalStone Financial, LLC	1.55%	Reduce -3.6%	20,079	$2.1M
Confluence Investment Management LLC	0.03%	Add +1.4%	20,028	$2.1M
Jefferies Financial Group Inc.	0.05%	No change	20,000	$2.1M
Baker Avenue Asset Management, LP	0.07%	Reduce -12.3%	19,831	$2.1M
EPIQ Capital Group, LLC	0.74%	Add +26.7%	19,784	$2.1M
Wayfinding Financial, LLC	1.19%	Add +18.9%	19,767	$2.1M
Fifth Third Securities, Inc.	0.19%	Add +8.4%	19,739	$2.1M
Myecfo, LLC	1.20%	Reduce -43.7%	19,583	$2.1M
Grey Fox Wealth Advisors, LLC	0.73%	Reduce -1.4%	19,573	$2.1M
Capstone Financial Advisors, Inc.	0.14%	Reduce -4.2%	19,467	$2.1M
Stokes Family Office, LLC	0.24%	Add +2.9%	19,293	$2.1M
Safir Wealth Advisors, LLC	1.68%	No change	19,239	$2.0M
Savvy Advisors, Inc.	0.67%	Add +24.0%	19,201	$2.0M
Greenspring Advisors, LLC	0.49%	Reduce -5.1%	18,990	$2.0M
Plum Street Advisors, LLC	1.18%	Reduce -8.7%	18,971	$2.0M
Legacy Edge Advisors, LLC	0.37%	Add +10.8%	18,901	$2.0M
McNaughton Wealth Management, LLC	1.07%	Add +1.9%	18,865	$2.0M
Avid Wealth Partners LLC	1.56%	Reduce -62.9%	18,837	$2.0M
Harbour Investments, Inc.	0.07%	Reduce -7.2%	18,769	$2.0M
Wedbush Securities Inc.	0.07%	Reduce -3.8%	18,748	$2.0M
Kings Path Partners LLC	0.94%	—	18,620	$2.0M
Park Place Capital Corp	0.63%	Add +1.4%	18,608	$2.0M
SOL Capital Management CO	0.24%	Reduce -11.4%	18,577	$2.0M
Dorsey & Whitney Trust CO LLC	0.14%	Add +1.8%	18,533	$2.0M
Patten Group, Inc.	0.46%	Add +0.9%	18,393	$2.0M
Maia Wealth LLC	0.59%	—	18,239	$2.0M
Checchi Capital Advisers, LLC	0.15%	Reduce -0.2%	18,295	$1.9M
Valley National Advisers Inc.	0.29%	Add +3.5%	18,237	$1.9M
Bryn Mawr Trust Advisors, LLC	0.11%	Reduce -3.9%	18,228	$1.9M
United Community Bank	0.78%	Reduce -50.4%	18,046	$1.9M
FFT Wealth Management LLC	0.17%	Add +263.1%	18,010	$1.9M
Arden Trust Co	0.27%	Add +2.8%	17,972	$1.9M
Level Four Advisory Services, LLC	0.09%	Reduce -16.4%	17,964	$1.9M
ABLE Financial Group, LLC	0.69%	Reduce -4.2%	17,891	$1.9M
Sharkey, Howes & Javer	0.31%	Reduce -39.3%	17,744	$1.9M
Seascape Capital Management	0.70%	Reduce -6.1%	17,649	$1.9M
Sterling Financial Planning, Inc.	0.76%	Reduce -34.0%	17,618	$1.9M
Independent Financial Group, LLC	0.07%	Add +2.2%	17,471	$1.9M
Aspen Wealth Management LLC	0.64%	Reduce -2.9%	17,427	$1.9M
Liberty Capital Management, Inc.	0.44%	No change	17,362	$1.8M
Rockbridge Investment Management, LCC	0.26%	No change	17,359	$1.8M
Capital Investment Advisors, LLC	0.04%	Add +3.5%	17,302	$1.8M
Pinnacle Financial Partners Inc	0.04%	No change	16,964	$1.8M
Advisory Resource Group	0.41%	Reduce -3.9%	17,102	$1.8M
Redwood Investment Management, LLC	0.16%	Reduce -0.3%	17,096	$1.8M
Robinson Smith Wealth Advisors LLC	1.59%	Add +4.8%	16,973	$1.8M
Acima Private Wealth, LLC	0.66%	Add +9.5%	16,924	$1.8M
Carl P. Sherr & Co., LLC	1.00%	No change	16,787	$1.8M
Continuum Advisory, LLC	0.26%	Reduce -1.4%	16,759	$1.8M
Aveo Capital Partners, LLC	0.20%	Add +26.8%	16,423	$1.7M
Mill Creek Capital Advisors, LLC	0.04%	Add +0.1%	16,419	$1.7M
Sax Wealth Advisors, LLC	0.16%	Add +4.1%	16,189	$1.7M
Meritage Portfolio Management	0.11%	Reduce -13.0%	16,159	$1.7M
Tortoise Investment Management, LLC	0.20%	Reduce -23.8%	16,112	$1.7M
Cornerstone Wealth Group, LLC	0.15%	Reduce -4.8%	16,104	$1.7M
Professional Financial Advisors, LLC	0.47%	Add +11.7%	16,090	$1.7M
Grand Wealth Management, LLC	1.02%	Reduce -12.9%	16,064	$1.7M
Spinnaker Trust	0.11%	Reduce -2.6%	16,041	$1.7M
FAS Wealth Partners, Inc.	0.15%	Add +3.2%	15,886	$1.7M
Kintra Wealth, LLC	1.19%	Reduce -8.2%	15,750	$1.7M
Running Point Capital Advisors, LLC	0.69%	Add +6.3%	15,741	$1.7M
FC Advisory LLC	0.61%	Add +0.6%	15,695	$1.7M
Windward Private Wealth Management Inc.	0.67%	No change	15,645	$1.7M
Jacobi Capital Management LLC	0.14%	Add +23.8%	15,644	$1.7M
Flagship Harbor Advisors, LLC	0.10%	Reduce -14.2%	15,577	$1.7M
Tolleson Wealth Management, Inc.	0.33%	Reduce -1.0%	15,546	$1.7M
WR Wealth Planners, LLC	0.50%	Reduce -4.3%	15,509	$1.7M
Lansing Street Advisors	0.69%	Add +68.0%	15,474	$1.6M
Dean Investment Associates, LLC	0.23%	Reduce -10.5%	15,204	$1.6M
Lodestar Private Asset Management LLC	0.22%	Reduce -0.8%	14,994	$1.6M
Scissortail Wealth Management, LLC	0.40%	Reduce -0.5%	14,889	$1.6M
Abound Wealth Management	0.58%	Add +4.3%	14,853	$1.6M
Physician Wealth Advisors, Inc.	0.29%	Add +12.9%	14,733	$1.6M
Wealth Alliance, LLC	0.20%	Add +72.1%	14,779	$1.6M
MorganRosel Wealth Management, LLC	0.56%	Add +4.4%	14,767	$1.6M
Cary Street Partners Investment Advisory LLC	0.06%	Add +4.7%	14,532	$1.5M
RCS Financial Planning, LLC	0.91%	Add +51.7%	14,529	$1.5M
MCF Advisors LLC	0.12%	Add +3.0%	14,441	$1.5M
Pinnacle Associates Ltd.	0.02%	Reduce -5.2%	14,428	$1.5M
Calamos Wealth Management LLC	0.08%	Reduce -39.8%	14,381	$1.5M
CV Advisors LLC	0.85%	No change	14,360	$1.5M
Narus Financial Partners, LLC	0.61%	Add +68.2%	14,196	$1.5M
First National Bank of Mount Dora, Trust Investment Services	0.36%	Reduce -1.6%	14,162	$1.5M
Syntegra Private Wealth Group, LLC	0.19%	Reduce -6.7%	13,984	$1.5M
Columbia Bank	0.57%	Add +10.8%	13,869	$1.5M
Stock Yards Bank & Trust Co.	0.05%	Reduce -20.7%	13,748	$1.5M
Crabel Capital Management, LLC	1.80%	Add +15.5%	13,738	$1.5M
Balyasny Asset Management L.P.	0.00%	Reduce -36.1%	13,708	$1.5M
Retirement Capital Strategies	0.58%	Reduce -84.2%	13,627	$1.5M
D.A. Davidson & Co.	0.01%	Add +46.2%	13,603	$1.4M
Almanack Investment Partners, LLC.	0.24%	Reduce -0.5%	13,601	$1.4M
Florin Court Capital LLP	1.99%	Reduce -43.6%	13,600	$1.4M
IFG Advisory, LLC	0.09%	Add +34.6%	13,536	$1.4M
Gen-Wealth Partners Inc	0.69%	Add +0.3%	13,340	$1.4M
Spire Wealth Management	0.05%	Add +17.8%	13,180	$1.4M
Archford Capital Strategies, LLC	0.23%	Add +1.2%	13,134	$1.4M
Duncker Streett & Co. Inc.	0.27%	No change	13,123	$1.4M
Arkadios Wealth Advisors	0.09%	Add +15.2%	13,009	$1.4M
Geneos Wealth Management Inc.	0.06%	Add +8.2%	12,988	$1.4M
Sweet Financial Partners, LLC	0.31%	Reduce -6.9%	12,873	$1.4M
Spectrum Wealth Counsel, LLC	0.17%	Add +11.0%	12,872	$1.4M
WBH Advisory Inc.	0.14%	Reduce -4.3%	12,857	$1.4M
Greenup Street Wealth Management LLC	0.32%	Reduce -6.0%	12,727	$1.4M
Consilio Wealth Advisors, LLC	0.61%	Reduce -1.1%	12,682	$1.4M
Cambria Investment Management, L.P.	0.08%	Add +2.5%	12,558	$1.3M
Central Pacific Bank - Trust Division	0.17%	Add +3.2%	12,555	$1.3M
First National Bank Sioux Falls	0.69%	No change	12,551	$1.3M
Eagle Global Advisors LLC	0.07%	No change	12,535	$1.3M
PFG Advisors	0.09%	Add +3.1%	12,497	$1.3M
Arrow Financial Corp	0.13%	Add +1.7%	12,496	$1.3M
Rooted Wealth Advisors, Inc.	0.59%	Reduce -2.1%	12,399	$1.3M
Foundations Investment Advisors, LLC	0.03%	Add +32.6%	12,466	$1.3M
Lineweaver Wealth Advisors, LLC	0.27%	Add +16.5%	12,440	$1.3M
Tsfg, LLC	0.31%	Add +0.2%	12,434	$1.3M
LifePro Asset Management	0.95%	Reduce -44.4%	12,376	$1.3M
Brown Brothers Harriman & Co.	0.01%	Add +57.5%	12,283	$1.3M
Financial Strategies Group, Inc.	0.33%	Reduce -0.6%	12,198	$1.3M
Hurlow Wealth Management Group, Inc.	0.45%	Add +0.1%	12,225	$1.3M
ProVise Management Group, LLC	0.11%	Add +3.0%	12,218	$1.3M
Francis Financial, Inc.	0.40%	Add +105.8%	12,204	$1.3M
Horan Securities, Inc.	0.56%	Reduce -8.9%	12,176	$1.3M
TruNorth Capital Management, LLC	0.42%	Add +4.0%	12,169	$1.3M
LifePlan Investment Advisors, Inc.	0.93%	Add +58.9%	12,151	$1.3M
Capital Investment Advisory Services, LLC	0.13%	Reduce -13.7%	12,134	$1.3M
Apollon Financial, LLC	0.42%	Add +0.1%	12,127	$1.3M
Wintrust Investments LLC	0.10%	Reduce -2.6%	12,074	$1.3M
Petra Financial Advisors Inc.	0.92%	Add +6.0%	11,990	$1.3M
Sepio Capital, LP	0.12%	Reduce -4.4%	11,970	$1.3M
Stone Summit Wealth LLC	0.46%	Reduce -0.8%	11,925	$1.3M
Inscription Capital, LLC	0.20%	Add +12.8%	11,884	$1.3M
Elmwood Wealth Management, Inc.	0.56%	Reduce -14.4%	11,870	$1.3M
IFP Advisors, Inc	0.05%	Reduce -6.8%	11,800	$1.3M
LJI Wealth Management, LLC	0.28%	Add +7.1%	11,743	$1.3M
PrairieView Partners, LLC	0.14%	Add +92.9%	11,740	$1.3M
Ashton Thomas Private Wealth, LLC	0.07%	Add +47.0%	11,701	$1.2M
Peregrine Asset Advisers, Inc.	0.49%	No change	11,686	$1.2M
DORVAL Corp	0.55%	Reduce -6.8%	11,773	$1.2M
Advisory Alpha, LLC	0.05%	Reduce -10.3%	11,573	$1.2M
Canvas Wealth Advisors, LLC	0.38%	Add +20.0%	11,446	$1.2M
HRT Financial LP	0.01%	New	11,516	$1.2M
JNBA Financial Advisors	0.13%	Reduce -3.9%	11,498	$1.2M
Aspire Private Capital, LLC	0.31%	Add +55.5%	11,412	$1.2M
Crumly & Associates Inc.	0.35%	Add +31.9%	11,401	$1.2M
Renasant Bank	0.83%	Reduce -2.8%	11,332	$1.2M
TFB Advisors LLC	0.39%	Add +19.3%	11,321	$1.2M
Exchange Capital Management, Inc.	0.20%	Add +27.8%	11,320	$1.2M
Olde Wealth Management, LLC	0.46%	Reduce -1.2%	11,299	$1.2M
Cherry Tree Wealth Management, LLC	0.30%	Add +32.6%	11,221	$1.2M
Collective Family Office LLC	0.35%	Add +15.6%	11,153	$1.2M
Annex Advisory Services, LLC	0.04%	Reduce -17.8%	11,112	$1.2M
Apexium Financial, LP	0.08%	Add +12.9%	11,091	$1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.13%	Add +35.3%	11,077	$1.2M
Sheets Smith Wealth Management	0.14%	Reduce -66.2%	11,067	$1.2M
Tidal Investments LLC	0.02%	Add +57.5%	11,063	$1.2M
Efficient Advisors, LLC	0.08%	Reduce -7.7%	11,044	$1.2M
Bond & Devick Financial Network, Inc.	0.63%	Add +14.6%	11,032	$1.2M
Formidable Asset Management, LLC	0.19%	New	11,029	$1.2M
Roundview Capital LLC	0.09%	Add +1.4%	11,015	$1.2M
Chesapeake Capital Corp.	1.53%	Reduce -51.4%	10,983	$1.2M
IFG Advisors, LLC	0.28%	Add +21.7%	10,898	$1.2M
Cooksen Wealth, LLC	1.17%	Reduce -2.5%	10,891	$1.2M
Pinnacle Bancorp, Inc.	0.34%	Reduce -11.4%	10,890	$1.2M
Graves Light Lenhart Wealth, Inc.	0.13%	Reduce -1.0%	10,931	$1.2M
Main Street Financial Solutions, LLC	0.11%	Add +97.1%	10,826	$1.2M
J.W. Cole Advisors, Inc.	0.05%	Reduce -10.1%	10,822	$1.2M
KMG Fiduciary Partners, LLC	0.11%	Add +4.8%	10,818	$1.2M
Trivium Point Advisory, LLC	0.17%	New	10,795	$1.2M
Twele Capital Management, Inc.	0.26%	Add +5.9%	10,758	$1.1M
Claro Advisors Inc.	0.18%	Add +69.6%	10,741	$1.1M
Verdence Capital Advisors LLC	0.10%	Reduce -5.9%	10,712	$1.1M
Flagship Private Wealth, LLC	0.67%	Reduce -1.5%	10,657	$1.1M
Regis Acquisition Inc.	0.69%	Add +12.9%	10,639	$1.1M
Merit Financial Group, LLC	0.03%	Add +27.3%	10,631	$1.1M
Susquehanna International Group, LLP	0.00%	New	10,589	$1.1M
Everhart Financial Group, Inc.	0.29%	Add +9.7%	10,582	$1.1M
W Advisors, LLC	0.74%	Add +22.5%	10,522	$1.1M
AQR Capital Management	0.00%	New	10,437	$1.1M
Forza Wealth Management, LLC	0.57%	No change	10,400	$1.1M
Compass Financial Group, Inc.	0.54%	Add +11.3%	10,219	$1.1M
TSA Wealth Managment LLC	0.47%	Add +389.4%	10,247	$1.1M
Stonehage Fleming Financial Services Holdings Ltd	0.03%	Add +238.6%	10,109	$1.1M
Cahill Financial Advisors Inc.	0.15%	Add +8.2%	10,103	$1.1M
Fairhaven Wealth Management, LLC	0.36%	Reduce -4.4%	10,079	$1.1M
Western Wealth Management, LLC	0.08%	Add +6.6%	10,068	$1.1M
Sunpointe, LLC	0.70%	Add +433.1%	10,060	$1.1M
Arrien Investments, Inc.	0.83%	Add +2.0%	10,024	$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
4J Wealth Management LLC	0.88%	Reduce -5.2%	9,980	$1.1M
Triad Wealth Partners, LLC	0.55%	New	9,859	$1.1M
Moneta Group Investment Advisors LLC	0.02%	Reduce -37.7%	9,798	$1.0M
C M Bidwell & Associates Ltd.	0.70%	Reduce -32.6%	9,796	$1.0M
Bristlecone Advisors, LLC	0.09%	Reduce -3.2%	9,772	$1.0M
Romano Brothers and Company	0.14%	No change	9,750	$1.0M
Old National Bancorp	0.02%	Reduce -40.8%	9,659	$1.0M
Nilsine Partners, LLC	0.14%	Reduce -3.7%	9,645	$1.0M
Koshinski Asset Management, Inc.	0.09%	Add +35.6%	9,545	$1.0M
MainStreet Investment Advisors LLC	0.12%	Reduce -31.7%	9,540	$1.0M
Capital Advisors, Ltd. LLC	0.13%	Add +9.8%	9,535	$1.0M
DAVENPORT & Co LLC	0.01%	Reduce -12.8%	9,468	$1.0M
Nicolet Bankshares Inc.	0.21%	Reduce -31.7%	9,456	$1.0M
Financial Partners Group, Inc	0.16%	Add +194.5%	9,428	$1.0M
StoneX Group Inc.	0.08%	Reduce -2.1%	9,406	$1.0M
NTV Asset Management LLC	0.14%	Reduce -1.9%	9,316	$993K
Howard Capital Management, LLC	0.10%	Reduce -0.1%	9,290	$990K
HTLF Bank	0.11%	Add +14.0%	9,264	$987K
Cornerstone Investment Partners, LLC	0.05%	Reduce -10.4%	9,245	$985K
Whittier Trust Co.	0.01%	Reduce -10.0%	9,229	$983K
Glenview Trust Co	0.02%	No change	9,156	$976K
Allen Capital Group, LLC	0.14%	Add +36.5%	9,142	$974K
Global Wealth Management Investment Advisory, Inc.	0.22%	Add +2.4%	9,038	$963K
TCV Trust & Wealth Management, Inc.	0.09%	Add +5.0%	9,020	$961K
SIMA Wealth Partners, LLC	0.92%	—	9,018	$961K
Gray Private Wealth, LLC	0.61%	Reduce -20.0%	8,970	$956K
Laurel Wealth Advisors LLC	0.17%	Reduce -1.2%	8,917	$950K
Bordeaux Wealth Advisors LLC	0.18%	New	8,886	$947K
ARS Wealth Advisors Group, LLC	0.12%	Reduce -16.5%	8,860	$944K
Elevation Point Wealth Partners, LLC	0.07%	Add +11.7%	8,856	$944K
Financial Freedom, LLC	0.53%	Add +0.1%	8,770	$934K
Wakefield Asset Management LLLP	0.33%	Reduce -1.3%	8,769	$934K
Rogco, LP	0.38%	Add +7.5%	8,753	$933K
MassMutual Private Wealth & Trust, FSB	0.03%	Reduce -33.5%	8,740	$931K
OLIO Financial Planning	0.39%	Reduce -0.3%	8,546	$927K
Tompkins Financial Corp.	0.10%	No change	8,695	$926K
Paces Ferry Wealth Advisors, LLC	0.55%	Add +3.4%	8,606	$917K
Pallas Capital Advisors LLC	0.04%	No change	8,446	$907K
Marshall Financial Group Inc.	0.29%	Add +4.6%	8,501	$906K
Sound View Wealth Advisors Group, LLC	0.09%	Add +1.9%	8,489	$905K
FF Advisors,LLC	0.63%	Reduce -4.1%	8,441	$899K
Afg Fiduciary Services Limited Partnership	0.63%	Reduce -0.1%	8,384	$899K
Kingswood Wealth Advisors, LLC	0.08%	Add +53.7%	8,429	$898K
Invst, LLC	0.10%	Add +15.7%	8,403	$892K
Ballentine Capital Advisors, Inc	0.47%	No change	8,340	$889K
Prospera Financial Services Inc	0.02%	Reduce -7.2%	8,337	$889K
Spectrum Investment Advisors, Inc.	0.65%	Add +4.8%	8,323	$887K
Members Trust Co	0.03%	No change	8,319	$886K
Highview Capital Management LLC	0.37%	No change	8,311	$886K
Accredited Investors Inc.	0.06%	Add +1.9%	8,279	$882K
W.H. Cornerstone Investments Inc.	0.62%	Add +5.2%	8,259	$880K
Veltria Advisors Corp.	0.31%	No change	8,230	$877K
Oarsman Capital, Inc.	0.19%	No change	8,193	$873K
Certified Advisory Corp	0.11%	Add +0.2%	8,191	$873K
Keel Point, LLC	0.08%	Add +6.2%	8,063	$870K
Magnus Financial Group LLC	0.10%	Reduce -15.7%	8,137	$867K
Traynor Capital Management, Inc.	0.07%	Reduce -1.2%	8,129	$866K
Noesis Capital Mangement Corp.	0.19%	No change	8,118	$865K
HBK Sorce Advisory LLC	0.03%	Reduce -13.3%	8,070	$860K
Bangor Savings Bank	0.09%	Reduce -17.6%	8,064	$859K
Independence Bank of Kentucky	0.23%	Add +53.3%	8,040	$857K
Midwest Financial Group LLC	0.54%	Add +2.2%	8,033	$856K
Alta Wealth Advisors LLC	0.43%	Add +1.9%	8,016	$854K
Aspen Wealth Strategies, LLC	0.59%	Reduce -13.1%	7,902	$849K
PFG Investments, LLC	0.06%	Add +4.1%	7,955	$848K
Neuberger Berman Group LLC	0.00%	Add +52.4%	7,894	$841K
Berkshire Asset Management LLC	0.04%	New	7,872	$839K
Freedom Investment Management, Inc.	0.07%	Add +24.1%	7,844	$836K
Armstrong Advisory Group, Inc.	0.07%	Reduce -5.8%	7,811	$832K
Signature Estate & Investment Advisors LLC	0.02%	Add +173.7%	7,797	$831K
Sigma Investment Counselors Inc.	0.05%	No change	7,773	$828K
Vertex Planning Partners, LLC	0.21%	Add +10.0%	7,755	$826K
Lion Street Advisors, LLC	0.30%	Add +5.6%	7,687	$819K
Sykon Capital LLC	0.31%	Reduce -61.2%	7,680	$818K
Country Club Bank	0.06%	No change	7,635	$816K
Journey Strategic Wealth LLC	0.03%	Add +35.4%	7,630	$813K
Bigelow Investment Advisors, LLC	0.39%	Reduce -1.5%	7,624	$812K
Idaho Trust Co	0.41%	New	7,616	$811K
Shotwell Rutter Baer Inc	0.72%	Add +18.1%	7,585	$811K
Ehrlich Financial Group	0.64%	Add +22.2%	7,565	$806K
Fidelity D & D Bancorp Inc.	0.60%	No change	7,446	$793K
Tennessee Valley Asset Management Partners	0.15%	Add +0.3%	7,439	$793K
Heritage Wealth Management, LLC	0.44%	Reduce -45.9%	7,434	$792K
Heritage Family Offices, LLP	0.44%	—	7,434	$792K
Rossmore Private Capital	0.10%	Add +6.8%	7,415	$790K
Nations Financial Group Inc, /Ia/	0.06%	Reduce -5.7%	7,410	$790K
Chatham Capital Group, Inc.	0.14%	No change	7,410	$790K
Eley Financial Management, Inc	0.33%	Reduce -9.9%	7,409	$789K
O'Dell Group, LLC	0.19%	No change	7,303	$786K
Opal Wealth Advisors, LLC	0.25%	Reduce -87.8%	7,368	$785K
Patriot Financial Group Insurance Agency, LLC	0.12%	Add +5.2%	7,331	$781K
Argent Trust Co	0.03%	Add +8.3%	7,309	$779K
Private Client Services, LLC	0.49%	Add +2.3%	7,305	$778K
Smartleaf Asset Management LLC	0.13%	Add +926.8%	7,249	$774K
Philip James Wealth Mangement, LLC	0.52%	Reduce -65.4%	7,266	$774K
Wealth Alliance Advisory Group, LLC	0.17%	No change	7,243	$772K
GEM Asset Management, LLC	0.48%	Add +0.5%	7,234	$771K
Conscious Wealth Investments, LLC	0.55%	Reduce -24.2%	7,165	$769K
High Net Worth Advisory Group LLC	0.23%	Reduce -3.5%	7,126	$759K
Godshalk Welsh Capital Management, Inc.	0.50%	Add +11.8%	7,100	$757K
First Trust Advisors LP	0.00%	Add +0.2%	7,092	$756K
Graybill Wealth Management, LTD.	0.31%	Add +9.9%	7,057	$752K
Smith Anglin Financial, LLC	0.08%	Reduce -2.6%	7,021	$748K
Family Capital Management, Inc.	0.51%	Reduce -1.7%	7,002	$746K
Summit Financial Wealth Advisors, LLC	0.15%	No change	6,982	$744K
Strategic Investment Advisors / MI	0.09%	Add +11.3%	6,951	$741K
Investments & Financial Planning, LLC	0.50%	Reduce -1.7%	6,928	$738K
SeaCrest Wealth Management, LLC	0.08%	Add +5.1%	6,833	$728K
Hiley Hunt Wealth Management	0.45%	Add +2.8%	6,832	$728K
Cyr Financial Inc.	0.73%	—	6,829	$728K
1900 Wealth Management LLC	0.07%	Reduce -42.9%	6,817	$726K
Performance Wealth Partners, LLC	0.03%	No change	6,805	$725K
XML Financial, LLC	0.07%	Add +210.2%	6,774	$722K
Swmg, LLC	0.32%	Add +5.2%	6,754	$720K
GeoWealth Management, LLC	0.03%	Reduce -12.4%	6,725	$717K
West Financial Advisors, LLC	0.15%	Reduce -28.2%	6,714	$715K
Capstone Capital LLC	0.64%	Reduce -23.5%	6,710	$715K
Financial Sense Advisors, Inc.	0.23%	Add +1.2%	6,688	$713K
Operose Advisors LLC	0.25%	Add +0.7%	6,679	$712K
Wolverine Trading, LLC	0.01%	New	6,678	$712K
Donaldson Capital Management, LLC	0.03%	New	6,665	$710K
American Financial Advisors, LLC	0.10%	Reduce -6.3%	6,645	$708K
New Potomac Partners, LLC	0.38%	Add +3.1%	6,580	$701K
Mount Lucas Management LP	0.25%	Reduce -2.0%	6,575	$701K
Essex Bank	0.19%	Reduce -4.8%	6,575	$701K
Ransom Advisory, Ltd	0.35%	Add +7.1%	6,569	$700K
Certus Wealth Management, LLC	0.52%	Add +17.9%	6,473	$690K
Redhawk Wealth Advisors, Inc.	0.11%	Reduce -6.8%	6,461	$688K
Gould Asset Management LLC	0.16%	Add +4.5%	6,460	$688K
Pinnacle Wealth Management Advisory Group, LLC	0.07%	Add +1.6%	6,416	$684K
Schmidt P J Investment Management Inc.	0.12%	Add +109.6%	6,388	$681K
Navalign, LLC	0.21%	No change	6,314	$673K
Grandfield & Dodd, LLC	0.04%	No change	6,312	$673K
FineMark National Bank & Trust	0.02%	New	6,256	$667K
Smith Thornton Advisors LLC	0.49%	—	6,205	$661K
Williams & Novak, LLC	0.61%	Add +14.2%	6,187	$659K
Westshore Wealth, LLC	0.27%	Add +2.4%	6,163	$657K
Wescott Financial Advisory Group, LLC	0.08%	Add +5.3%	6,158	$656K
Cadent Capital Advisors, LLC	0.26%	Reduce -32.4%	6,075	$647K
RAM Investment Partners, LLC	0.19%	Add +13.5%	6,050	$645K
Drucker Wealth 3.0, LLC	0.17%	—	6,013	$641K
1ST Source Bank	0.04%	Reduce -7.9%	6,010	$640K
Truepoint, Inc.	0.02%	Reduce -52.2%	5,970	$636K
Empower Advisory Group, LLC	0.00%	Add +16.3%	5,963	$635K
Hexagon Capital Partners LLC	0.14%	Add +53.6%	5,944	$633K
Patron Partners, LLC	0.37%	Reduce -2.9%	5,941	$633K
CFO4Life Group, LLC	0.12%	No change	5,912	$630K
Ballast Advisors LLC	0.20%	Add +6.1%	5,909	$630K
Tradition Wealth Management, LLC	0.06%	Reduce -5.7%	5,896	$628K
Edgemoor Investment Advisors, Inc.	0.06%	Add +65.5%	5,890	$628K
Fortis Capital Management LLC	0.13%	Add +0.8%	5,830	$621K
Merkkuri Wealth Advisors LLC	0.57%	—	5,800	$618K
BIP Wealth, LLC	0.05%	Reduce -16.6%	5,789	$617K
PGIM Custom Harvest LLC	0.01%	Add +32.2%	5,733	$611K
Commonwealth Financial Services, LLC	0.13%	Add +133.3%	5,702	$610K
ICONIQ Capital, LLC	0.01%	New	5,717	$609K
Flaharty Asset Management, LLC	0.09%	No change	5,713	$609K
Elevate Wealth Advisory, Inc.	0.49%	Add +0.4%	5,674	$605K
Modern Wealth Management, LLC	0.04%	Add +5.6%	5,656	$603K
Laird Norton Wetherby Wealth Management, LLC	0.03%	Reduce -0.3%	5,653	$602K
Atlantic Union Bankshares Corp	0.04%	New	5,639	$601K
Altiora Financial Group, LLC	0.14%	No change	5,628	$600K
Sutton Place Investors LLC	0.39%	Add +34.8%	5,563	$593K
Global Assets Advisory, LLC	0.94%	Add +2548.1%	5,561	$593K
Northwest Financial Advisors	0.60%	Add +28.8%	5,507	$587K
Strategic Family Wealth Counselors, L.L.C.	0.22%	Reduce -17.3%	5,489	$585K
Davidson Trust Co.	0.40%	No change	5,450	$581K
Copperleaf Capital, LLC	0.46%	Reduce -3.9%	5,402	$576K
Shared Vision Wealth Group LLC	0.33%	Add +3.6%	5,395	$575K
Cyndeo Wealth Partners, LLC	0.04%	Add +35.9%	5,390	$574K
Provenance Wealth Advisors, LLC	0.08%	No change	5,376	$573K
Argonautica Private Wealth Management, Inc.	0.20%	Add +1.8%	5,370	$572K
Quadrant Private Wealth Management, LLC	0.13%	New	5,343	$569K
Heritage Financial Services, LLC	0.08%	Add +2.5%	5,319	$567K
Vanguard Group Inc.	0.00%	Add +95.4%	5,263	$561K
Charter Oak Capital Management, LLC	0.06%	Reduce -10.2%	5,257	$560K
Tritonpoint Wealth, LLC	0.05%	Add +5.6%	5,243	$559K
Asset Allocation Strategies LLC	0.19%	Reduce -2.8%	5,241	$558K
Values Added Financial LLC	0.40%	Reduce -6.2%	5,235	$558K
Goodwin Investment Advisory	0.25%	New	5,212	$555K
Lee Financial Co	0.09%	No change	5,200	$554K
First Hawaiian Bank	0.02%	Reduce -76.2%	5,195	$554K
Wiser Wealth Management, Inc	0.17%	New	5,194	$553K
Pinnacle Wealth Planning Services, Inc.	0.08%	No change	5,153	$549K
Chesapeake Wealth Management	0.20%	New	5,130	$547K
Able Wealth Management LLC	0.45%	Reduce -22.9%	5,121	$546K
Ellenbecker Investment Group	0.11%	Add +10.7%	5,113	$545K
Beta Wealth Group, Inc.	0.26%	Add +6.2%	5,112	$545K
Firethorn Wealth Partners, LLC	0.31%	Reduce -3.1%	5,105	$544K
Hummer Financial Advisory Services Inc	0.46%	No change	5,000	$533K
Centennial Bank	0.26%	No change	5,000	$533K
Monetary Management Group Inc.	0.14%	No change	5,000	$533K
Victory Capital Management Inc.	0.00%	New	5,000	$533K
Compound Planning, Inc.	0.04%	Reduce -9.6%	4,995	$532K
Winthrop Advisory Group LLC	0.07%	Add +20.8%	4,981	$531K
Aries Wealth Management	0.17%	No change	4,980	$531K
TCP Asset Management, LLC	0.13%	Add +0.3%	4,975	$530K
Harbour Investment Management LLC	0.24%	No change	4,950	$527K
Sandbox Financial Partners, LLC	0.20%	Add +3.4%	4,948	$527K
Evolution Wealth Advisors, LLC	0.10%	No change	4,947	$527K
Waypoint Capital Advisors, LLC	0.13%	New	4,915	$524K
Regis Management CO LLC	0.16%	Add +28.9%	4,900	$522K
Titleist Asset Management, LLC	0.08%	Add +1.8%	4,894	$521K
Lokken Investment Group LLC	0.24%	Reduce -29.1%	4,874	$519K
Carolinas Wealth Consulting LLC	0.10%	Add +213.9%	4,868	$519K
Lanark Financial, Inc.	0.05%	Reduce -3.9%	4,868	$518K
Transcend Capital Advisors, LLC	0.04%	Add +12.7%	4,851	$517K
Willow Creek Wealth Management Inc.	0.06%	Add +0.6%	4,850	$517K
Belpointe Asset Management LLC	0.04%	Reduce -34.3%	4,823	$514K
Maple Capital Management, Inc.	0.04%	Reduce -25.8%	4,811	$513K
Stablepoint Partners, LLC	0.10%	Add +18.5%	4,768	$512K
Baron Financial Group, LLC	0.32%	Reduce -0.1%	4,760	$507K
Ewa, LLC	0.21%	Add +16.2%	4,716	$506K
Summit Global Investments	0.04%	Add +10.2%	4,739	$505K
Ellis Investment Partners, LLC	0.11%	Add +10.4%	4,733	$504K
Boyce & Associates Wealth Consulting, Inc.	0.59%	Reduce -7.2%	4,702	$501K
Evercore Wealth Management, LLC	0.01%	No change	4,702	$501K
Parkside Financial Bank & Trust	0.08%	Reduce -2.4%	4,694	$500K
Adero Partners, LLC	0.04%	Add +5.7%	4,694	$500K
Newman Dignan & Sheerar, Inc.	0.13%	Add +0.3%	4,686	$499K
Diligent Investors, LLC	0.12%	Reduce -34.8%	4,663	$497K
Providence First Trust Co	0.22%	Add +2.2%	4,650	$495K
Sterling Wealth Management, Inc.	0.23%	Add +21.0%	4,626	$493K
Steele Capital Management, Inc.	0.03%	New	4,592	$489K
Patten & Patten Inc.	0.03%	Reduce -59.2%	4,590	$489K
Integrated Investment Consultants, LLC	0.13%	No change	4,491	$483K
HMS Capital Management, LLC	0.25%	Add +0.1%	4,518	$481K
Presidio Capital Management, LLC	0.33%	No change	4,496	$479K
Farmers National Bank	0.14%	No change	4,493	$479K
Insigneo Advisory Services, LLC	0.05%	New	4,414	$478K
First Affirmative Financial Network	0.33%	Reduce -22.5%	4,478	$477K
Linscomb Wealth, Inc.	0.02%	Add +2.9%	4,478	$477K
FSA Advisors, Inc.	0.49%	Add +10.1%	4,438	$474K
Guardian Asset Advisors, LLC	0.35%	Reduce -9.8%	4,446	$474K
Breakwater Investment Management	0.21%	Add +1377.4%	4,373	$466K
Empirical Asset Management, LLC	0.17%	New	93,146	$464K
Ashton Thomas Securities, LLC	0.11%	—	3,990	$463K
Eagle Wealth Strategies LLC	0.37%	Add +0.8%	4,321	$460K
FOCUS Wealth Advisors, LLC	0.24%	No change	4,313	$460K
Willis Johnson & Associates, Inc.	0.04%	Add +7.9%	4,313	$460K
Ethos Financial Group, LLC	0.08%	Add +11.7%	4,293	$457K
Dividend Assets Capital, LLC	0.09%	No change	4,266	$455K
Arrowroot Family Office, LLC	0.29%	Reduce -1.6%	4,246	$452K
Smith, Moore & Co.	0.05%	Add +0.3%	4,227	$450K
Addison Advisors LLC	0.14%	Reduce -0.3%	4,190	$446K
9258 Wealth Management, LLC	0.07%	Reduce -18.5%	4,190	$446K
Flagstone Financial Management	0.16%	No change	4,143	$441K
Whitcomb & Hess, Inc.	0.14%	Add +18.8%	4,127	$440K
TRUE Private Wealth Advisors	0.05%	Reduce -26.8%	4,126	$440K
Christensen, King & Associates Investment Services, Inc.	0.22%	Add +5.0%	4,123	$439K
Bell Investment Advisors, Inc	0.09%	Add +7.1%	4,114	$438K
Hills Bank & Trust Co	0.04%	No change	4,111	$438K
Innova Wealth Partners	0.31%	Reduce -11.8%	4,100	$437K
W.G. Shaheen & Associates DBA Whitney & Co	0.05%	Add +28.8%	4,086	$435K
Focus Partners Advisor Solutions, LLC	0.01%	Add +16.3%	4,085	$435K
Atlas Brown,Inc.	0.16%	Add +15.5%	4,078	$434K
Collaborative Wealth Managment Inc.	0.21%	Add +1.0%	4,070	$434K
Keeler & Nadler Financial Planning & Wealth Management	0.24%	New	4,060	$433K
Act Wealth Management, LLC	0.21%	Add +0.6%	4,050	$432K
NCM Capital Management, LLC	0.23%	Add +3.6%	4,039	$430K
Horan Capital Advisors, LLC.	0.15%	No change	4,001	$426K
First Citizens Financial Corp	0.25%	No change	3,987	$425K
Cooper Financial Group	0.06%	Reduce -34.0%	3,985	$425K
West Coast Financial LLC	0.05%	Reduce -11.0%	3,969	$423K
Bar Harbor Wealth Management	0.03%	Add +11.2%	3,967	$423K
Midwest Professional Planners, LTD.	0.14%	Add +0.5%	3,953	$421K
Windham Capital Management, LLC	0.33%	No change	3,950	$421K
Union Savings Bank	0.22%	Reduce -26.9%	3,938	$420K
Palumbo Wealth Management LLC	0.18%	Reduce -5.0%	3,926	$418K
Altus Wealth Management, LLC	0.20%	No change	3,885	$414K
SMART Wealth LLC	0.17%	Add +9.2%	3,881	$414K
Hilltop Holdings Inc.	0.05%	Add +11.1%	3,880	$413K
Avaii Wealth Management, LLC	0.23%	Reduce -1.8%	3,877	$413K
Riverwater Partners LLC	0.31%	Add +0.8%	3,874	$413K
Erickson Financial Group, LLC	0.31%	Reduce -5.1%	3,854	$411K
Realta Investment Advisors	0.08%	Add +1.9%	3,854	$411K
KFA Private Wealth Group, LLC	0.21%	Reduce -38.3%	3,849	$410K
Sharp Wealth Advisory, LLC	0.35%	Add +3.4%	3,825	$408K
Clark Capital Management Group, Inc.	0.00%	Add +64.3%	3,821	$407K
Paragon Capital Management Ltd	0.07%	Reduce -27.7%	3,808	$406K
Delta Wealth Advisors LLC	0.40%	Reduce -27.9%	3,793	$404K
Wheelhouse Advisory Group LLC	0.28%	Reduce -8.7%	3,770	$401K
PAX Financial Group, LLC	0.08%	Reduce -12.5%	3,766	$401K
Insight Advisors, LLC/ PA	0.07%	Add +25.2%	3,707	$395K
Summit Wealth Partners, LLC	0.08%	Add +0.4%	3,703	$395K
Beacon Financial Group	0.04%	Reduce -14.4%	3,701	$394K
Northwest Wealth Management, LLC	0.10%	Add +3.3%	3,699	$394K
Gallagher Fiduciary Advisors, LLC	0.09%	Add +6.1%	3,677	$392K
Integris Wealth Management, LLC	0.11%	Reduce -37.1%	3,676	$392K
Valley Financial Group, Inc.	0.29%	Add +0.5%	3,662	$390K
Fortis Group Advisors, LLC	0.08%	New	3,659	$390K
Hilltop Wealth Advisors, LLC	0.20%	No change	3,657	$390K
Vaughan Nelson Investment Management, L.P.	0.00%	No change	3,650	$389K
Veracity Capital LLC	0.16%	Reduce -50.3%	3,641	$388K
Valeo Financial Advisors, LLC	0.01%	Add +55.3%	3,639	$388K
Little House Capital LLC	0.12%	Add +2.9%	3,639	$388K
Gallacher Capital Management LLC	0.20%	Reduce -8.5%	3,586	$382K
Interactive Financial Advisors, Inc.	0.21%	Reduce -8.5%	3,583	$382K
Relyea Zuckerberg Hanson LLC	0.06%	No change	3,552	$378K
Spotlight Asset Group, Inc.	0.26%	No change	3,545	$378K
Acorn Financial Advisory Services Inc.	0.07%	No change	3,539	$377K
Tyche Wealth Partners LLC	0.09%	No change	3,530	$376K
Gladstone Institutional Advisory LLC	0.02%	Add +7.5%	3,524	$375K
Shepherd Financial Partners LLC	0.05%	Add +3.2%	3,516	$375K
Brighton Jones LLC	0.01%	Add +86.6%	3,500	$373K
Catalina Capital Group, LLC	0.14%	Add +2.3%	3,498	$373K
Ameritas Advisory Services, LLC	0.01%	Reduce -13.4%	3,494	$372K
Chemistry Wealth Management LLC	0.10%	No change	3,490	$372K
Weaver Capital Management LLC	0.12%	Reduce -46.8%	3,470	$370K
Concorde Asset Management, LLC	0.22%	New	3,425	$365K
Cozad Asset Management Inc.	0.04%	No change	3,355	$357K
HB Wealth Management, LLC	0.00%	Add +57.9%	3,347	$357K
Cypress Financial Planning LLC	0.15%	Add +50.8%	3,341	$356K
Northland Capital Management LLC	0.25%	Add +42.7%	3,340	$356K
Wealth Group, Ltd.	0.25%	Add +7.8%	3,335	$355K
Strategic Wealth Partners, Ltd.	0.04%	Reduce -5.7%	3,324	$354K
Aviance Capital Partners, LLC	0.05%	New	3,304	$352K
Tenret Co LLC	0.24%	No change	3,267	$348K
Haverford Trust Co	0.00%	Add +25.1%	3,255	$347K
Ieq Capital, LLC	0.00%	Add +38.1%	3,240	$345K
Bank Ozk	0.15%	Add +3.6%	3,239	$345K
Zacks Investment Management	0.00%	Reduce -5.3%	3,239	$345K
ETF Portfolio Partners, Inc.	0.11%	No change	3,221	$343K
WASHINGTON TRUST Co	0.01%	Add +4.2%	3,211	$342K
Vestmark Advisory Solutions, Inc.	0.01%	Add +3.6%	3,187	$340K
Enterprise Bank & Trust Co	0.12%	No change	3,186	$339K
Verum Partners LLC	0.11%	New	3,184	$339K
Warren Street Wealth Advisors, LLC	0.17%	Reduce -1.5%	3,164	$337K
Sage Financial Group Inc.	0.03%	New	3,140	$335K
Bright Financial Advisors, Inc.	0.24%	Reduce -5.0%	3,129	$333K
BSW Wealth Partners	0.05%	Reduce -2.9%	3,121	$333K
One Degree Advisors Inc	0.16%	Reduce -2.3%	3,124	$332K
Blue Trust, Inc.	0.00%	Reduce -39.4%	3,082	$332K
Concord Wealth Partners	0.06%	Reduce -51.6%	3,100	$330K
United Bank	0.04%	No change	3,062	$326K
United Advisor Group, LLC	0.10%	Add +6.8%	3,058	$326K
GLOBALT Investments LLC / GA	0.01%	New	3,047	$325K
Conservest Capital Advisors, Inc.	0.03%	No change	3,010	$324K
Optimum Investment Advisors	0.14%	No change	3,000	$320K
Crescent Grove Advisors, LLC	0.04%	No change	3,000	$320K
Wealth Effects LLC	0.11%	Add +13.5%	2,975	$317K
Vista Investment Management	0.13%	Reduce -1.6%	2,973	$317K
Heritage Oak Wealth Advisors LLC	0.17%	—	2,972	$317K
Horst & Graben Wealth Management LLC	0.06%	Add +0.8%	2,965	$316K
Sachetta, LLC	0.14%	Add +47.3%	2,931	$315K
Personal Cfo Solutions, LLC	0.05%	Add +18.1%	2,953	$315K
Wilmington Savings Fund Society, FSB	0.01%	New	2,950	$314K
Next Level Private LLC	0.14%	New	2,949	$314K
Covestor Ltd	0.20%	Add +13.3%	2,939	$313K
Rockport Wealth LLC	0.13%	Add +2.2%	2,921	$311K
BBR Partners, LLC	0.03%	Add +1.7%	2,918	$311K
Cumberland Advisors Inc.	0.13%	Add +5.5%	2,900	$309K
CVA Family Office, LLC	0.06%	Add +211.5%	2,894	$308K
Boyd Wealth Management, LLC	0.17%	Reduce -40.6%	2,836	$302K
Fairway Wealth LLC	0.18%	Add +100.6%	2,833	$302K
Badgley Phelps Wealth Managers, LLC	0.01%	No change	2,829	$301K
Todd Asset Management LLC	0.01%	No change	2,828	$301K
Trustmark Bank Trust Department	0.02%	Add +7.6%	2,827	$301K
Two Sigma Securities, LLC	0.01%	Reduce -72.4%	2,809	$299K
Roberts Financial Services LLC	0.06%	Reduce -17.2%	2,795	$298K
Hilltop National Bank	0.10%	No change	2,781	$296K
Lakeshore Financial Planning, Inc.	0.14%	Reduce -15.7%	2,765	$295K
Evensky & Katz LLC	0.02%	Reduce -19.3%	2,736	$292K
Greenwood Gearhart LLC	0.03%	New	2,731	$291K
Horizon Family Wealth, Inc.	0.22%	Reduce -87.9%	2,720	$290K
CRA Financial Services, LLC	0.06%	No change	2,690	$287K
Florida Financial Advisors, LLC	0.17%	Add +15.5%	2,686	$286K
Gateway Advisory, LLC	0.05%	Reduce -0.0%	2,681	$286K
Round Rock Advisors LLC	0.07%	Reduce -40.6%	2,630	$280K
Grant/GrossMendelsohn, LLC	0.13%	Reduce -2.9%	2,629	$280K
Gray Wealth Management Inc.	0.12%	No change	2,628	$280K
Lwmg, LLC	0.06%	Reduce -7.2%	2,626	$280K
Cardiff Park Advisors, LLC	0.03%	Add +6.5%	2,625	$280K
WNY Asset Management, LLC	0.04%	No change	2,613	$278K
Fermata Advisors, LLC	0.06%	Reduce -2.1%	2,606	$278K
Harvey Capital Management Inc.	0.07%	No change	2,600	$277K
Pacifica Partners Inc.	0.12%	Add +68.1%	2,589	$276K
Simplex Trading, LLC	0.01%	New	2,583	$275K
MBA Advisors LLC	0.14%	Reduce -14.3%	2,577	$275K
Flagstar Securities, Inc.	0.08%	Add +7.6%	2,571	$274K
Client 1ST Advisory Group, LLC	0.12%	No change	2,567	$274K
Baker Boyer National Bank	0.10%	No change	2,560	$273K
Dentgroup LLC	0.22%	New	2,550	$272K
TrinityPoint Wealth, LLC	0.04%	Reduce -18.9%	2,526	$269K
Pillar Wealth Advisors, LLC	0.32%	Reduce -54.2%	2,507	$267K
FreeGulliver LLC	0.18%	New	2,500	$266K
Accretive Wealth Partners, LLC	0.11%	Reduce -2.7%	2,488	$265K
Oceanside Advisors LLC	0.21%	No change	2,475	$264K
Covenant Asset Management, LLC	0.06%	No change	2,474	$264K
KFG Wealth Management, LLC	0.10%	No change	2,458	$262K
FLC Capital Advisors	0.06%	Reduce -21.1%	2,457	$262K
Sugarloaf Wealth Management, LLC	0.05%	New	2,446	$261K
Clayton Financial Group LLC	0.11%	No change	2,399	$258K
Wolff Wiese Magana LLC	0.20%	Add +99.9%	2,407	$256K
Obsidian Personal Planning Solutions LLC	0.16%	No change	2,403	$256K
Intergy Private Wealth, LLC	0.10%	Reduce -15.4%	2,384	$254K
Soltis Investment Advisors LLC	0.03%	Reduce -10.0%	2,382	$254K
Appleton Partners Inc.	0.02%	Reduce -59.8%	2,375	$253K
Macroview Investment Management LLC	0.27%	Reduce -51.1%	2,373	$253K
Trademark Financial Management, LLC	0.21%	Reduce -6.5%	2,371	$253K
Americana Partners, LLC	0.02%	No change	2,350	$250K
Leavell Investment Management, Inc.	0.01%	No change	2,350	$250K
Auour Investments LLC	0.09%	Add +4.4%	2,340	$249K
Successful Portfolios LLC	0.17%	Add +6.4%	2,335	$249K
Warther Private Wealth, LLC	0.10%	New	2,333	$249K
Guardian Wealth Advisors, LLC / NC	0.03%	No change	2,328	$248K
Gateway Wealth Partners, LLC	0.07%	Reduce -9.4%	2,322	$247K
Dynamic Wealth Strategies, LLC	0.21%	No change	2,321	$247K
Stratos Investment Management, LLC	0.02%	Add +1.5%	2,317	$247K
Root Financial Partners, LLC	0.06%	New	2,300	$245K
Transcendent Capital Group LLC	0.14%	Add +49.4%	2,293	$244K
Anson Capital, Inc.	0.24%	Add +0.0%	2,292	$244K
Focused Wealth Management, Inc	0.04%	No change	2,290	$244K
Legacy Advisors, LLC	0.03%	No change	2,277	$243K
Highline Wealth Partners LLC	0.09%	Add +0.5%	2,275	$242K
Wealthgarden F.S. LLC	0.26%	—	2,273	$242K
Rockwood Wealth Management, LLC	0.03%	New	2,272	$242K
Sunbelt Securities, Inc.	0.02%	Reduce -21.0%	2,267	$242K
Millington Financial Advisors, LLC	0.17%	Add +10.6%	2,258	$241K
Beacon Harbor Wealth Advisors, Inc.	0.06%	No change	2,248	$240K
Columbia Advisory Partners LLC	0.23%	Add +12.4%	2,242	$239K
Topel & Distasi Wealth Management, LLC	0.10%	No change	2,241	$239K
Hofer & Associates. Inc	0.18%	Add +9.5%	2,172	$231K
GRIMES & Co WEALTH MANAGEMENT, LLC	0.01%	New	2,170	$231K
Occidental Asset Management, LLC	0.04%	Add +1.4%	2,154	$229K
Aft, Forsyth & Company, Inc.	0.11%	No change	2,150	$229K
Financial Futures Ltd Liability Co.	0.14%	Add +10.7%	2,146	$229K
Moneco Advisors, LLC	0.03%	Add +3.2%	2,140	$228K
International Assets Investment Management, LLC	0.02%	Reduce -41.5%	2,138	$228K
Advance Capital Management, Inc.	0.01%	Add +2.8%	2,133	$227K
MSH Capital Advisors LLC	0.08%	Reduce -70.9%	2,127	$227K
Legacy Capital Wealth Partners, LLC	0.06%	New	2,114	$225K
Mattern Wealth Management LLC	0.05%	No change	2,106	$224K
Granite Bay Wealth Management, LLC	0.12%	Add +0.2%	2,104	$224K
Ridgewood Investments LLC	0.11%	Reduce -1.5%	2,097	$223K
Atwater Malick LLC	0.08%	No change	2,094	$223K
Red Wave Investments LLC	0.08%	Reduce -24.9%	2,086	$222K
Good Life Advisors, LLC	0.02%	Reduce -0.2%	2,069	$220K
Journey Advisory Group, LLC	0.03%	No change	2,066	$220K
LongView Wealth Management	0.08%	Reduce -8.0%	2,064	$220K
Rothschild Wealth LLC	0.07%	Add +0.9%	2,062	$220K
Five Oceans Advisors	0.11%	Add +3.6%	2,057	$219K
Ceeto Capital Group, LLC	0.08%	New	2,044	$218K
Sentinel Pension Advisors, LLC	0.04%	Add +0.7%	2,030	$216K
Kathleen S. Wright Associates Inc.	0.10%	Add +0.7%	2,027	$216K
OMNI 360 Wealth, Inc.	0.16%	Add +6.2%	2,027	$216K
Perennial Advisors, LLC	0.05%	No change	2,019	$215K
Holderness Investments Co.	0.05%	No change	2,019	$215K
Firestone Capital Management	0.06%	Add +0.8%	2,014	$215K
Forum Private Client Group LLC	0.10%	New	2,013	$215K
Fortis Capital Advisors, LLC	0.08%	New	2,010	$214K
Tenon Financial LLC	0.17%	New	2,009	$214K
Armstrong, Fleming & Moore, Inc	0.14%	No change	2,001	$213K
Evoke Wealth, LLC	0.31%	Reduce -33.3%	2,000	$213K
Regatta Capital Group, LLC	0.05%	No change	2,000	$213K
Davis R M Inc.	0.00%	New	2,000	$213K
Mgo One Seven LLC	0.01%	New	1,991	$212K
Fonville Wealth Management LLC	0.08%	Reduce -9.4%	1,990	$212K
Tempus Wealth Planning, LLC	0.09%	No change	1,980	$211K
Larson Financial Group LLC	0.01%	Add +1426.4%	1,969	$210K
TrueWealth Advisors, LLC	0.08%	New	1,954	$208K
Clear Creek Financial Management, LLC	0.03%	Reduce -36.9%	1,950	$208K
LexAurum Advisors, LLC	0.05%	New	1,947	$208K
RKL Wealth Management LLC	0.02%	Add +0.7%	1,946	$207K
Oder Investment Management, LLC	0.19%	Add +0.2%	1,944	$207K
Gibbs Wealth Management	0.08%	New	1,913	$204K
Rye Brook Capital LLC	0.27%	No change	1,900	$202K
Basepoint Wealth LLC	0.16%	Reduce -11.8%	1,896	$202K
Xcel Wealth Management, LLC	0.06%	No change	1,892	$202K
Alkeme Wealth, LLC	0.10%	No change	1,890	$201K
Instrumental Wealth, LLC	0.21%	New	1,877	$201K
Lynx Investment Advisory	0.15%	—	1,844	$196K
Moisand Fitzgerald Tamayo, LLC	0.03%	Reduce -2.8%	1,683	$179K
Cornerstone Planning Group LLC	0.05%	Reduce -24.6%	1,635	$177K
Friedenthal Financial	0.11%	Add +24.2%	1,598	$170K
Clearstead Trust, LLC	0.04%	No change	1,574	$168K
Morris Financial Concepts, Inc.	0.08%	Reduce -12.1%	1,520	$162K
Silicon Valley Capital Partners	0.02%	Add +0.6%	1,454	$155K
Kelly Financial Services LLC	0.05%	Reduce -11.1%	1,319	$141K
Proffitt & Goodson Inc.	0.02%	No change	1,300	$139K
Colonial Trust Advisors	0.01%	Reduce -1.1%	1,258	$134K
Turtle Creek Wealth Advisors, LLC	0.03%	New	1,256	$134K
WFA of San Diego, LLC	0.12%	—	1,215	$129K
Delta Asset Management LLC	0.01%	Reduce -16.6%	1,205	$128K
Financial Network Wealth Advisors LLC	0.09%	New	1,190	$127K
AllSquare Wealth Management LLC	0.08%	No change	1,185	$126K
Cape Investment Advisory, Inc.	0.06%	Add +25.6%	1,177	$125K
Hartford Financial Management Inc.	0.03%	No change	1,160	$124K
New Republic Capital, LLC	0.06%	Reduce -0.2%	1,130	$120K
CGC Financial Services, LLC	0.05%	No change	1,115	$119K
Trust Co. of Vermont	0.01%	Reduce -29.3%	1,112	$118K
Private Capital Management LLC	0.02%	Reduce -81.8%	1,111	$118K
Atlas Capital Advisors Inc.	0.02%	No change	1,100	$117K
DT Investment Partners, LLC	0.01%	Add +2.9%	1,015	$108K
Richardson Financial Services Inc.	0.08%	Reduce -12.5%	988	$105K
LGT Financial Advisors LLC	0.22%	Reduce -15.1%	984	$105K
Glass Jacobson Investment Advisors llc	0.04%	Add +100.6%	947	$101K
AlphaCentric Advisors LLC	0.07%	Add +1.2%	928	$99K
Washington Trust Advisors, Inc.	0.01%	No change	900	$96K
Founders Financial Alliance, LLC	0.03%	Reduce -15.7%	898	$96K
Main Street Group, LTD	0.04%	No change	861	$91K
Oliver Lagore Vanvalin Investment Group	0.03%	Add +8.4%	838	$89K
Lindbrook Capital, LLC	0.01%	No change	800	$85K
Abich Financial Wealth Management LLC	0.06%	New	788	$84K
Chris Bulman Inc	0.06%	—	785	$84K
Motco	0.00%	No change	774	$82K
Key Financial Inc	0.02%	Add +212.8%	735	$78K
Harbor Investment Advisory, LLC	0.01%	Add +21.4%	725	$77K
Cassady Schiller Wealth Management, LLC	0.03%	Reduce -52.8%	723	$77K
McIlrath & Eck, LLC	0.01%	Add +0.7%	716	$76K
CarsonAllaria Wealth Management, Ltd.	0.05%	Add +0.8%	712	$76K
Rice Partnership, LLC	0.02%	Add +87.9%	701	$75K
Mechanics Financial Corp	0.04%	No change	643	$69K
Gould Capital, LLC	0.05%	Add +4.8%	607	$65K
Family Asset Management, LLC	0.04%	Add +1858.1%	607	$65K
CBIZ Investment Advisory Services, LLC	0.00%	Add +10.5%	577	$61K
Princeton Global Asset Management LLC	0.01%	Add +0.2%	550	$59K
Bogart Wealth, LLC	0.00%	Reduce -49.7%	538	$57K
Robinswood Financial LLC	0.02%	Add +62.3%	529	$56K
Householder Group Estate & Retirement Specialist, LLC	0.02%	Reduce -5.5%	532	$56K
Cullen/Frost Bankers, Inc.	0.00%	Reduce -30.3%	508	$54K
GPS Wealth Strategies Group, LLC	0.01%	Reduce -68.6%	489	$52K
Gradient Investments LLC	0.00%	Reduce -53.8%	476	$51K
Toth Financial Advisory Corp.	0.01%	Reduce -38.9%	471	$50K
Voisard Asset Management Group, Inc.	0.02%	No change	461	$49K
First Financial Corp.	0.02%	No change	450	$48K
Clean Yield Group	0.02%	Reduce -16.8%	446	$48K
Pineridge Advisors LLC	0.02%	No change	442	$47K
NorthRock Partners, LLC	0.00%	Reduce -37.7%	432	$46K
Annis Gardner Whiting Capital Advisors, LLC	0.01%	No change	425	$45K
GHP Investment Advisors, Inc.	0.00%	New	413	$44K
Nemes Rush Group LLC	0.01%	Reduce -16.2%	397	$42K
Evergreen Private Wealth LLC	0.02%	No change	390	$42K
Indiana Trust & Investment Management Co	0.01%	Reduce -36.1%	383	$41K
Caitlin John, LLC	0.03%	Add +384.6%	378	$40K
Boyd Watterson Asset Management LLC	0.01%	No change	375	$40K
Carmichael Hill & Associates, Inc.	0.01%	No change	339	$36K
Register Financial Advisors LLC	0.02%	No change	336	$36K
Great Lakes Retirement, Inc.	0.00%	New	328	$35K
National Bank of Canada	0.00%	Add +24.6%	319	$34K
City State Bank	0.01%	Reduce -4.2%	318	$34K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.01%	New	313	$33K
Slocum, Gordon & Co LLP	0.02%	New	307	$33K
CNB Bank	0.02%	No change	300	$32K
Coppell Advisory Solutions LLC	0.01%	—	287	$31K
Ruedi Wealth Management, Inc.	0.01%	Add +1.9%	263	$28K
Eagle Bay Advisors LLC	0.02%	No change	262	$28K
CENTRAL TRUST Co	0.00%	Add +21.4%	261	$28K
Red Tortoise LLC	0.02%	Add +0.8%	260	$28K
FinTrust Capital Advisors, LLC	0.00%	No change	252	$27K
PSI Advisors, LLC	0.01%	Add +1.2%	249	$26K
Salem Investment Counselors Inc.	0.00%	New	246	$26K
UMB Bank, n.a.	0.00%	No change	241	$26K
Providence Capital Advisors, LLC	0.01%	No change	235	$25K
GW&K Investment Management, LLC	0.00%	No change	230	$25K
Sound Income Strategies, LLC	0.00%	Reduce -6.2%	226	$24K
Riggs Asset Managment Co. Inc.	0.01%	Reduce -53.2%	220	$23K
Ancora Advisors LLC	0.00%	No change	220	$23K
IAG Wealth Partners, LLC	0.00%	New	213	$23K
Bfsg, LLC	0.00%	Reduce -27.3%	200	$21K
First PREMIER Bank	0.01%	No change	200	$21K
Banque Cantonale Vaudoise	0.00%	Reduce -76.2%	200	$21K
Montag A & Associates Inc.	0.00%	No change	197	$21K
BOK Financial Private Wealth, Inc.	0.00%	No change	190	$20K
Family Firm, Inc.	0.00%	New	183	$20K
Peoples Bank	0.01%	No change	160	$17K
Valley Wealth Managers, Inc.	0.00%	Reduce -67.4%	157	$17K
Y.D. More Investments Ltd	0.00%	No change	145	$15K
New Millennium Group LLC	0.01%	New	143	$15K
Archer Investment Corp	0.00%	Reduce -20.9%	136	$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%	No change	110	$12K
Viewpoint Capital Management LLC	0.01%	No change	100	$11K
Baldwin Wealth Partners LLC	0.00%	New	99	$11K
Colonial Trust Co / SC	0.00%	Reduce -28.0%	95	$10K
Avion Wealth	0.00%	No change	101	$10K
Unique Wealth Strategies, LLC	0.00%	New	90	$10K
Sanctuary Wealth Management, L.L.C.	0.01%	New	77	$8K
TCTC Holdings, LLC	0.00%	No change	75	$8K
Prestige Wealth Management Group LLC	0.00%	No change	56	$6K
Vermillion & White Wealth Management Group, LLC	0.00%	New	40	$4K
Rothschild Investment LLC	0.00%	Add +5.3%	40	$4K
Beacon Capital Management, LLC	0.00%	No change	39	$4K
1620 Investment Advisors, Inc.	0.00%	New	38	$4K
Wit, LLC	0.12%	Add +80.0%	36	$4K
Oakworth Capital, Inc.	0.00%	No change	34	$4K
Financial Gravity Asset Management, Inc.	0.00%	New	30	$3K
Keener Financial Planning LLC	0.00%	Reduce -97.7%	29	$3K
Tyler-Stone Wealth Management	0.00%	No change	22	$2K
Iron Horse Wealth Management, LLC	0.00%	No change	22	$2K
Activest Wealth Management	0.00%	Add +6.7%	16	$2K
Atticus Wealth Management, LLC	0.00%	No change	12	$1K
HM Payson & Co.	0.00%	New	11	$1K
Asset Dedication, LLC	0.00%	Add +700.0%	8	$853
Hollencrest Capital Management	0.00%	No change	8	$852
Aspire Wealth Management Corp	0.00%	Reduce -94.9%	5	$569
Contravisory Investment Management, Inc.	0.00%	No change	4	$426
Glen Eagle Advisors, LLC	0.00%	No change	3	$361
Jackson Hole Capital Partners, LLC	0.00%	No change	3	$320
DHJJ Financial Advisors, Ltd.	0.00%	No change	2	$214
Strategic Financial Concepts, LLC	0.00%	New	21,591	$201
Gables Capital Management Inc.	0.00%	New	1	$107
Strengthening Families & Communities, LLC	0.00%	New	4	$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.