iShares S&P 100 ETFOEFETF
13F holders, Q1 2024 (March 31)738holders
4famous investors
$237.85avg. 13F price*
At the end of Q1 2024, 738 institutions reported holding iShares S&P 100 ETF (OEF) in their 13F filings. The largest holders were Bank of America Corp. ($1.5B), Fifth Third Bancorp ($569.0M) and Cresset Asset Management, LLC ($554.5M). 4 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares S&P 100 ETF
- CUSIP
- 464287101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $185.6M |
| Exits | 41 | $30.5M |
Ownership 738 holders
| Bank of America Corp. | 0.14% | Add +0.0% | 5,897,249 | $1.5B |
| Fifth Third Bancorp | 2.23% | Add +5.7% | 2,299,700 | $569.0M |
| Cresset Asset Management, LLC | 2.70% | Add +85.5% | 2,241,309 | $554.5M |
| Jones Financial Companies LLLP | 0.62% | Reduce -3.1% | 1,829,415 | $452.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -15.7% | 1,541,313 | $381.3M |
| Morgan Stanley | 0.02% | Reduce -24.1% | 1,165,553 | $288.4M |
| Goldman Sachs Group Inc. | 0.06% | Add +0.3% | 1,110,770 | $274.8M |
| Ieq Capital, LLC | 3.20% | Reduce -3.8% | 899,341 | $222.5M |
| Merriman Wealth Management, LLC | 8.20% | Add +3.1% | 743,821 | $184.0M |
| UBS Group AG | 0.05% | Reduce -1.0% | 637,804 | $157.8M |
| LPL Financial LLC | 0.08% | Reduce -47.7% | 624,578 | $154.5M |
| Wells Fargo & Company | 0.04% | Reduce -8.0% | 592,464 | $146.6M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -85.2% | 581,289 | $143.8M |
| Evoke Wealth, LLC | 3.30% | New | 448,259 | $110.9M |
| PNC Financial Services Group, Inc. | 0.07% | Add +0.9% | 425,894 | $105.4M |
| Old National Bancorp | 2.23% | Reduce -1.5% | 379,146 | $93.8M |
| Relative Value Partners Group, LLC | 5.48% | Reduce -0.7% | 381,083 | $87.1M |
| CM Wealth Advisors LLC | 18.78% | Add +32.6% | 266,635 | $65.7M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Reduce -5.4% | 236,641 | $58.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -42.6% | 213,314 | $53.0M |
| Mariner, LLC | 0.11% | Add +11.1% | 205,734 | $50.9M |
| Bank of Montreal | 0.01% | Add +0.5% | 184,886 | $45.8M |
| Agf Management Ltd. | 0.25% | Reduce -0.1% | 180,665 | $44.7M |
| Signaturefd, LLC | 0.91% | Reduce -1.5% | 174,364 | $43.1M |
| Cwm, LLC | 0.21% | Reduce -73.3% | 173,270 | $42.9M |
| Demars Financial Group, LLC | 20.54% | Add +2.9% | 168,563 | $41.7M |
| FMR LLC | 0.00% | Add +0.2% | 164,391 | $40.7M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -24.2% | 156,924 | $38.8M |
| Oakworth Capital, Inc. | 2.92% | Reduce -35.6% | 156,490 | $38.7M |
| Royal Bank of Canada | 0.01% | Reduce -8.5% | 144,754 | $35.8M |
| Financial Partners Group, Inc | 5.70% | Add +3.6% | 144,457 | $35.7M |
| Two Sigma Investments, LP | 0.09% | Reduce -34.3% | 136,600 | $33.8M |
| Bluespring Wealth Management, LLC | 3.67% | Add +3.7% | 135,162 | $33.4M |
| Dorsey & Whitney Trust CO LLC | 2.11% | No change | 125,049 | $30.9M |
| Abbrea Capital, LLC | 4.07% | Add +1.2% | 124,770 | $30.9M |
| OneDigital Investment Advisors LLC | 0.47% | Reduce -48.3% | 120,528 | $29.8M |
| First Pacific Financial | 8.11% | Reduce -1.4% | 117,354 | $29.0M |
| Altus Wealth Management, LLC | 15.14% | Add +19.3% | 116,279 | $28.8M |
| Sigma Investment Counselors Inc. | 1.83% | New | 1,237,262 | $28.4M |
| Vicus Capital | 2.56% | Reduce -0.7% | 113,322 | $28.0M |
| M&T Bank Corp | 0.10% | Reduce -0.7% | 111,865 | $27.7M |
| Fsa Wealth Partners, Inc. | 6.70% | Add +21.6% | 108,877 | $26.9M |
| IFP Advisors, Inc | 1.16% | Add +39.5% | 106,934 | $26.5M |
| Pathstone Holdings, LLC | 0.12% | Add +3.9% | 106,045 | $26.2M |
| Steward Partners Investment Advisory, LLC | 0.28% | Reduce -12.7% | 104,126 | $25.8M |
| Two Sigma Advisers, LP | 0.05% | Add +16.5% | 94,806 | $23.5M |
| Amplius Wealth Advisors, LLC | 2.61% | Reduce -0.4% | 94,237 | $23.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +9.5% | 93,694 | $23.2M |
| Osaic Holdings, Inc. | 0.05% | Reduce -78.5% | 89,157 | $22.1M |
| Dakota Wealth Management | 0.48% | Reduce -41.8% | 77,698 | $19.2M |
| Avid Wealth Partners LLC | 15.42% | Add +93.7% | 77,591 | $19.2M |
| Captrust Financial Advisors | 0.07% | Add +0.9% | 76,966 | $19.0M |
| Harbour Trust & Investment Management Co | 2.37% | Reduce -2.2% | 76,319 | $18.9M |
| Aveo Capital Partners, LLC | 2.05% | Add +38.2% | 77,301 | $18.8M |
| Fisher Asset Management | 0.01% | Reduce -5.9% | 73,246 | $18.1M |
| Moneco Advisors, LLC | 2.81% | Add +12.9% | 71,637 | $17.7M |
| One Capital Management, LLC | 0.64% | Reduce -2.8% | 71,257 | $17.6M |
| MML Investors Services, LLC | 0.07% | Reduce -76.3% | 69,581 | $17.2M |
| Select Asset Management & Trust | 6.79% | Add +93.4% | 66,017 | $16.3M |
| Raymond James & Associates | 0.01% | Reduce -9.2% | 61,656 | $15.3M |
| Integrated Wealth Concepts LLC | 0.22% | Reduce -26.6% | 61,530 | $15.2M |
| Brown Brothers Harriman & Co. | 0.12% | No change | 61,454 | $15.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -28.7% | 61,427 | $15.2M |
| Cetera Investment Advisers | 0.04% | Reduce -46.1% | 61,388 | $15.2M |
| Zimmermann Investment Management & Planning LLC | 5.27% | Add +7.7% | 59,091 | $14.6M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -89.4% | 58,606 | $14.5M |
| Keybank National Association | 0.06% | Reduce -3.2% | 58,008 | $14.4M |
| Park Avenue Securities LLC | 0.18% | Reduce -86.6% | 56,754 | $14.0M |
| AE Wealth Management LLC | 0.15% | Reduce -23.8% | 53,311 | $13.2M |
| Country Club Bank | 0.93% | Reduce -1.4% | 53,235 | $13.2M |
| MB Generational Wealth, LLC | 10.02% | Reduce -66.5% | 15,694 | $12.8M |
| Stock Yards Bank & Trust Co. | 0.42% | Reduce -1.8% | 51,149 | $12.7M |
| Lineweaver Wealth Advisors, LLC | 2.96% | Add +6.1% | 50,312 | $12.5M |
| Roof Eidam Maycock Peralta, LLC | 3.40% | Reduce -0.9% | 50,112 | $12.4M |
| Stifel Financial Corp. | 0.01% | Reduce -56.5% | 49,435 | $12.2M |
| Quest Investment Management LLC | 1.36% | Reduce -5.2% | 49,321 | $12.2M |
| Jackson Wealth Management, LLC | 1.52% | Add +31.9% | 49,034 | $12.1M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 49,009 | $12.1M |
| Wealth Forward, LLC | 9.18% | Add +2.3% | 47,147 | $11.7M |
| WJ Wealth Management, LLC | 4.54% | Reduce -10.6% | 46,112 | $11.4M |
| Keebeck Wealth Management | 1.67% | Reduce -17.1% | 45,989 | $11.4M |
| Financial Enhancement Group LLC | 1.84% | Add +1.4% | 46,056 | $11.2M |
| Bricktown Capital, LLC | 2.15% | Add +4200.0% | 43,000 | $10.6M |
| US Bancorp \de | 0.01% | Reduce -46.8% | 42,900 | $10.6M |
| HighTower Advisors, LLC | 0.02% | Reduce -18.2% | 41,892 | $10.4M |
| Investors Research Corp | 2.36% | Add +2.1% | 40,742 | $10.1M |
| Geller Advisors LLC | 0.81% | Add +0.2% | 40,455 | $10.0M |
| Arcadia Investment Advisors LLC | 5.58% | Reduce -0.8% | 39,464 | $9.8M |
| Patten & Patten Inc. | 0.68% | Add +187.3% | 38,434 | $9.5M |
| Waypoint Capital Advisors, LLC | 2.46% | Add +0.2% | 37,983 | $9.4M |
| Creative Planning | 0.01% | Add +0.7% | 37,618 | $9.3M |
| One Wealth Advisors, LLC | 1.59% | Reduce -32.2% | 36,999 | $9.2M |
| TSA Wealth Managment LLC | 3.99% | Reduce -33.5% | 36,984 | $9.2M |
| Carnegie Investment Counsel | 0.28% | Add +17.3% | 36,371 | $9.0M |
| Atticus Wealth Management, LLC | 2.90% | Add +0.1% | 35,857 | $8.9M |
| Segment Wealth Management, LLC | 0.67% | Reduce -3.3% | 35,539 | $8.8M |
| Truist Financial Corp. | 0.01% | Reduce -33.2% | 35,366 | $8.8M |
| Legacy Advisors, LLC | 1.08% | Reduce -8.1% | 34,524 | $8.5M |
| Continuum Advisory, LLC | 1.25% | Add +5.2% | 33,867 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +4.4% | 33,769 | $8.4M |
| Roble, Belko & Company, Inc | 1.43% | Reduce -0.1% | 33,636 | $8.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -78.5% | 33,558 | $8.3M |
| Detalus Advisors, LLC | 2.96% | Reduce -26.6% | 33,543 | $8.3M |
| Canal Capital Management, LLC | 1.37% | Reduce -3.3% | 32,973 | $8.2M |
| Cerity Partners LLC | 0.02% | Add +1.9% | 32,213 | $8.0M |
| Capital Analysts, LLC | 0.37% | Add +1035.8% | 31,712 | $7.8M |
| Kestra Advisory Services, LLC | 0.05% | Add +10.4% | 30,686 | $7.6M |
| Affinity Capital Advisors, LLC | 1.68% | Add +14.8% | 30,455 | $7.5M |
| Carret Asset Management, LLC | 0.86% | Reduce -1.6% | 29,497 | $7.3M |
| GeoWealth Management, LLC | 0.28% | Add +152.5% | 29,468 | $7.3M |
| Foundations Investment Advisors, LLC | 0.19% | Reduce -1.5% | 29,381 | $7.3M |
| Wharton Business Group, LLC | 0.35% | Reduce -3.4% | 29,234 | $7.2M |
| Choreo, LLC | 0.19% | Reduce -0.9% | 29,147 | $7.2M |
| Tennessee Valley Asset Management Partners | 1.74% | Add +10.7% | 29,010 | $7.2M |
| Kickstand Ventures, Llc. | 2.01% | Reduce -3.0% | 28,695 | $7.1M |
| Waverly Advisors, LLC | 0.16% | Add +163.0% | 27,426 | $6.8M |
| Private Advisor Group, LLC | 0.05% | Reduce -22.3% | 26,483 | $6.6M |
| B. Riley Wealth Advisors, Inc. | 0.17% | Add +23.7% | 31,569 | $6.4M |
| NewEdge Advisors, LLC | 0.06% | Reduce -70.5% | 25,484 | $6.3M |
| Client First Capital LLC | 4.40% | New | 25,369 | $6.3M |
| Franklin Resources Inc. | 0.00% | Reduce -1.8% | 25,305 | $6.3M |
| Capital Advisors, Ltd. LLC | 0.81% | Add +2.8% | 25,241 | $6.2M |
| Hollencrest Capital Management | 0.29% | No change | 25,169 | $6.2M |
| W Advisors, LLC | 4.26% | Reduce -10.0% | 25,103 | $6.2M |
| McMorgan & Co. LLC | 1.07% | Add +0.2% | 25,076 | $6.2M |
| Spectrum Wealth Counsel, LLC | 0.75% | Add +0.4% | 24,878 | $6.2M |
| SCS Capital Management LLC | 0.13% | Add +0.2% | 24,702 | $6.1M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -83.8% | 24,304 | $6.0M |
| Natixis Advisors, LLC | 0.01% | Add +18.2% | 24,074 | $6.0M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -1.6% | 23,872 | $5.9M |
| NTV Asset Management LLC | 0.90% | Reduce -2.4% | 23,823 | $5.9M |
| HB Wealth Management, LLC | 0.07% | Add +0.9% | 23,738 | $5.9M |
| D.A. Davidson & Co. | 0.05% | Add +1.1% | 23,736 | $5.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -18.6% | 22,701 | $5.6M |
| Financial Life Advisors | 2.33% | Add +11.7% | 22,516 | $5.6M |
| Private Client Services, LLC | 3.70% | Add +6.9% | 22,285 | $5.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -90.1% | 22,184 | $5.5M |
| Fulton Breakefield Broenniman LLC | 0.42% | Reduce -6.5% | 22,119 | $5.5M |
| Wedbush Securities Inc. | 0.20% | Add +2117.0% | 22,015 | $5.4M |
| Cardinal Strategic Wealth Guidance | 2.05% | Reduce -46.0% | 22,000 | $5.4M |
| KM Capital Management Ltd. | 3.02% | Add +0.4% | 21,991 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.27% | Add +1.3% | 21,866 | $5.4M |
| Van Hulzen Asset Management, LLC | 0.36% | Add +0.4% | 21,855 | $5.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 21,809 | $5.4M |
| Manchester Capital Management LLC | 0.66% | Reduce -0.5% | 21,754 | $5.4M |
| Bailard, Inc. | 0.15% | No change | 21,703 | $5.4M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -1.3% | 21,689 | $5.4M |
| Cypress Wealth Services, LLC | 1.24% | Reduce -40.3% | 21,570 | $5.3M |
| Culbertson A N & Co. Inc. | 0.90% | Reduce -0.9% | 21,110 | $5.2M |
| GenWealth Group, Inc. | 1.30% | Reduce -6.0% | 20,788 | $5.1M |
| Ratio Wealth Group | 0.95% | Reduce -0.1% | 20,677 | $5.1M |
| BlackRock Inc. | 0.00% | Reduce -97.9% | 20,457 | $5.1M |
| Blair William & Co. | 0.02% | Reduce -1.4% | 20,239 | $5.0M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +764.9% | 19,866 | $4.9M |
| McKinley Carter Wealth Services, Inc. | 0.33% | Reduce -8.7% | 19,739 | $4.9M |
| Mayflower Financial Advisors, LLC | 0.80% | Reduce -21.6% | 19,349 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +82.0% | 19,163 | $4.7M |
| RIA Advisory Group LLC | 1.92% | New | 19,151 | $4.7M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -37.4% | 19,136 | $4.7M |
| Objective Capital Management, LLC | 3.18% | Reduce -9.6% | 19,063 | $4.7M |
| Gries Financial LLC | 0.75% | Add +1169.9% | 18,122 | $4.5M |
| Advisory Services Network, LLC | 0.10% | Reduce -19.6% | 18,067 | $4.5M |
| Measured Wealth Private Client Group, LLC | 1.55% | Reduce -2.5% | 17,941 | $4.4M |
| Quantum Financial Advisors, LLC | 0.82% | New | 181,782 | $4.4M |
| Whittier Trust Co. of Nevada Inc. | 0.13% | No change | 17,850 | $4.4M |
| Stonebrook Private Inc. | 1.29% | Reduce -8.5% | 17,833 | $4.4M |
| Robertson Stephens Wealth Management, LLC | 0.24% | Reduce -8.7% | 17,651 | $4.4M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -70.5% | 17,464 | $4.3M |
| Security Financial Services, INC. | 0.96% | Reduce -0.4% | 17,198 | $4.3M |
| Regions Financial Corp. | 0.03% | Add +0.1% | 16,909 | $4.2M |
| NewEdge Wealth, LLC | 0.09% | Reduce -1.0% | 16,481 | $4.0M |
| Wealth Alliance, LLC | 0.51% | Reduce -54.1% | 15,863 | $3.9M |
| Corient Private Wealth LP | 0.01% | Add +1.4% | 15,472 | $3.8M |
| Cedar Brook Financial Partners, LLC | 0.74% | Add +5.2% | 15,059 | $3.7M |
| Transcendent Capital Group LLC | 2.15% | Add +2.2% | 14,993 | $3.7M |
| Peloton Wealth Strategists | 1.48% | Reduce -5.9% | 14,509 | $3.6M |
| St. Clair Advisors, LLC | 1.15% | No change | 14,302 | $3.5M |
| Ancora Advisors LLC | 0.08% | Add +27.0% | 14,117 | $3.5M |
| Kelly Financial Services LLC | 1.32% | Reduce -53.1% | 13,915 | $3.4M |
| KPP Advisory Services LLC | 0.94% | New | 13,914 | $3.4M |
| Forthright Family Wealth Advisory LLC | 2.31% | Add +7.7% | 13,902 | $3.4M |
| 9258 Wealth Management, LLC | 0.53% | No change | 13,781 | $3.4M |
| TD Waterhouse Canada Inc. | 0.03% | Add +23.2% | 13,482 | $3.4M |
| BBR Partners, LLC | 0.27% | No change | 13,442 | $3.3M |
| Eaton Financial Holdings Company, LLC | 1.73% | New | 13,433 | $3.3M |
| Heritage Wealth Advisors | 0.15% | Reduce -5.9% | 13,341 | $3.3M |
| Icon Wealth Advisors, LLC | 0.31% | Reduce -71.3% | 13,277 | $3.3M |
| Financial Advocates Investment Management | 0.19% | Reduce -5.1% | 27,254 | $3.2M |
| HM Payson & Co. | 0.06% | Reduce -0.3% | 12,697 | $3.1M |
| McAdam, LLC | 0.20% | Reduce -3.1% | 12,693 | $3.1M |
| Comerica Bank | 0.01% | Reduce -6.2% | 12,655 | $3.1M |
| Commerce Bank | 0.02% | No change | 12,288 | $3.0M |
| Palumbo Wealth Management LLC | 1.35% | New | 12,218 | $3.0M |
| ONE Advisory Partners, LLC | 1.49% | Reduce -57.5% | 12,218 | $3.0M |
| Verus Capital Partners, LLC | 0.31% | Reduce -21.4% | 11,403 | $2.8M |
| Csenge Advisory Group | 0.16% | Reduce -28.9% | 11,363 | $2.8M |
| Creegan & Nassoura Financial Group, LLC | 1.88% | Reduce -0.5% | 11,361 | $2.8M |
| Tiaa Trust, National Association | 0.01% | Add +15.3% | 11,348 | $2.8M |
| Merit Financial Group, LLC | 0.07% | Reduce -69.6% | 11,313 | $2.8M |
| Buckingham Strategic Wealth, LLC | 0.03% | No change | 11,051 | $2.7M |
| Black Swift Group, LLC | 0.70% | No change | 11,000 | $2.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +1.8% | 10,932 | $2.7M |
| PFG Investments, LLC | 0.16% | Add +26.8% | 10,921 | $2.7M |
| Aviance Capital Partners, LLC | 0.40% | No change | 10,904 | $2.7M |
| TFG Advisers LLC | 1.04% | Add +2.1% | 10,779 | $2.7M |
| Welch & Forbes LLC | 0.04% | Add +29.1% | 10,726 | $2.7M |
| Parallel Advisors, LLC | 0.07% | No change | 10,724 | $2.7M |
| Derbend Asset Management | 1.30% | Reduce -31.8% | 10,655 | $2.6M |
| AMG National Trust Bank | 0.08% | No change | 10,549 | $2.6M |
| Providence First Trust Co | 1.13% | No change | 10,489 | $2.6M |
| My Legacy Advisors, LLC | 0.87% | Reduce -37.2% | 10,437 | $2.6M |
| Summit Financial, LLC | 0.15% | Reduce -0.4% | 10,416 | $2.6M |
| Farther Finance Advisors, LLC | 0.15% | Reduce -36.3% | 10,269 | $2.5M |
| Glenmede Trust Co. NA | 0.01% | Reduce -2.0% | 9,816 | $2.4M |
| Moneta Group Investment Advisors LLC | 0.04% | Add +22.8% | 9,781 | $2.4M |
| Certus Wealth Management, LLC | 1.92% | Add +18.2% | 9,876 | $2.4M |
| Global Wealth Strategies & Associates | 0.90% | Add +1.1% | 9,700 | $2.4M |
| National Bank of Canada | 0.00% | Reduce -0.7% | 9,617 | $2.4M |
| LVZ, Inc. | 0.32% | Reduce -6.1% | 9,531 | $2.4M |
| St. Louis Trust Co | 0.36% | No change | 9,380 | $2.3M |
| Pallas Capital Advisors LLC | 0.10% | Reduce -4.8% | 9,261 | $2.3M |
| Dynasty Wealth Management, LLC | 0.07% | — | 9,033 | $2.2M |
| Darwin Wealth Management, LLC | 0.61% | Reduce -9.7% | 8,914 | $2.2M |
| Regal Investment Advisors LLC | 0.15% | Reduce -55.0% | 8,840 | $2.2M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 8,802 | $2.2M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 8,802 | $2.2M |
| Rwa Wealth Partners, LLC | 0.03% | Add +3.8% | 8,575 | $2.1M |
| Hemington Wealth Management | 0.77% | No change | 8,551 | $2.1M |
| Scotia Capital Inc. | 0.01% | Reduce -2.0% | 8,478 | $2.1M |
| Sigma Planning Corp | 0.07% | Add +128.1% | 8,386 | $2.1M |
| Howe & Rusling Inc. | 0.20% | No change | 8,355 | $2.1M |
| Mutual Advisors, LLC | 0.07% | Reduce -54.0% | 8,209 | $2.0M |
| Strategic Blueprint, LLC | 0.14% | Reduce -65.1% | 8,002 | $2.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.82% | Add +3.4% | 8,000 | $2.0M |
| Householder Group Estate & Retirement Specialist, LLC | 0.59% | Reduce -1.4% | 7,951 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -77.1% | 7,897 | $2.0M |
| Tortoise Investment Management, LLC | 0.24% | Reduce -7.8% | 7,841 | $1.9M |
| Argent Trust Co | 0.09% | Reduce -2.5% | 7,702 | $1.9M |
| Baker Avenue Asset Management, LP | 0.07% | Add +2.1% | 7,699 | $1.9M |
| Access Financial Services, Inc. | 0.82% | No change | 7,425 | $1.8M |
| NWF Advisory Services Inc. | 0.30% | Reduce -2.6% | 7,245 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -68.4% | 7,209 | $1.8M |
| Founders Financial Securities LLC | 0.19% | Add +3.0% | 7,191 | $1.8M |
| JT Stratford LLC | 0.35% | Reduce -5.5% | 7,105 | $1.8M |
| Beaumont Asset Management, L.L.C. | 1.17% | No change | 7,084 | $1.8M |
| Walled Lake Planning & Wealth Management, LLC | 0.72% | Add +1.3% | 7,055 | $1.7M |
| Alternative Investment Advisors, LLC. | 1.02% | Add +52.3% | 6,881 | $1.7M |
| Cyndeo Wealth Partners, LLC | 0.14% | Add +44.4% | 6,851 | $1.7M |
| Monograph Wealth Advisors, LLC | 0.25% | Add +0.2% | 6,843 | $1.7M |
| KCM Investment Advisors LLC | 0.06% | Add +0.0% | 6,841 | $1.7M |
| Sentinel Pension Advisors, LLC | 0.36% | Add +14.9% | 6,773 | $1.7M |
| Klingman & Associates, LLC | 0.12% | No change | 6,715 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -0.3% | 6,593 | $1.6M |
| Robinson Smith Wealth Advisors LLC | 1.54% | No change | 6,479 | $1.6M |
| Brighton Jones LLC | 0.06% | Reduce -15.3% | 6,464 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -42.9% | 6,443 | $1.6M |
| Parsons Capital Management Inc. | 0.11% | Add +8.1% | 6,416 | $1.6M |
| Townsquare Capital LLC | 0.02% | Reduce -60.2% | 6,410 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.3% | 6,323 | $1.6M |
| Nwam LLC | 0.13% | Reduce -27.2% | 6,306 | $1.6M |
| JFS Wealth Advisors, LLC | 0.12% | Reduce -0.6% | 6,243 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -13.4% | 6,177 | $1.5M |
| Evercore Wealth Management, LLC | 0.02% | No change | 6,170 | $1.5M |
| MAI Capital Management | 0.02% | Add +150.9% | 6,155 | $1.5M |
| Montag A & Associates Inc. | 0.07% | Reduce -0.0% | 6,003 | $1.5M |
| Brown Advisory Inc. | 0.00% | Reduce -9.0% | 5,948 | $1.5M |
| High Falls Advisors, Inc | 0.37% | Reduce -83.0% | 5,905 | $1.5M |
| Mission Creek Capital Partners, Inc. | 0.38% | Add +0.1% | 5,871 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -13.1% | 5,843 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -82.1% | 5,795 | $1.4M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.1% | 5,795 | $1.4M |
| Adirondack Trust Co. | 0.58% | No change | 5,610 | $1.4M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -84.7% | 5,579 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -59.8% | 5,556 | $1.4M |
| Ascent Group, LLC | 0.12% | Add +2.2% | 5,537 | $1.4M |
| Composition Wealth, LLC | 0.03% | No change | 5,447 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.12% | Reduce -5.8% | 5,404 | $1.3M |
| Liberty Wealth Management LLC | 0.26% | Reduce -80.0% | 5,387 | $1.3M |
| Uptick Partners, LLC | 0.99% | Reduce -0.6% | 5,243 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +1.4% | 5,132 | $1.3M |
| Shared Vision Wealth Group LLC | 0.79% | Reduce -48.1% | 5,092 | $1.3M |
| Webster Bank, N. A. | 0.14% | Add +18.1% | 5,052 | $1.2M |
| Beacon Financial Group | 0.14% | Reduce -11.8% | 5,012 | $1.2M |
| Clearstead Advisors, LLC | 0.06% | No change | 4,942 | $1.2M |
| USA Financial Formulas | 0.20% | Reduce -4.3% | 4,903 | $1.2M |
| Atria Investments, Inc | 0.02% | Reduce -90.8% | 4,816 | $1.2M |
| Fulcrum Equity Management | 1.40% | New | 4,790 | $1.2M |
| Berkshire Money Management, Inc. | 0.14% | New | 4,786 | $1.2M |
| Cedar Wealth Management, LLC | 0.39% | No change | 4,784 | $1.2M |
| Performance Wealth Partners, LLC | 0.05% | New | 6,457 | $1.2M |
| Callan Family Office, LLC | 0.27% | No change | 4,725 | $1.2M |
| SpiderRock Advisors, LLC | 0.04% | — | 4,767 | $1.2M |
| Allen Investment Management, LLC | 0.01% | No change | 4,689 | $1.2M |
| Verum Partners LLC | 0.41% | Add +0.2% | 4,664 | $1.2M |
| Curbstone Financial Management Corp | 0.25% | No change | 4,660 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -2.7% | 4,636 | $1.1M |
| Assetmark, Inc. | 0.00% | Reduce -58.1% | 4,609 | $1.1M |
| Spire Wealth Management | 0.02% | Reduce -59.1% | 4,592 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.5% | 4,565 | $1.1M |
| XML Financial, LLC | 0.12% | Add +0.0% | 4,547 | $1.1M |
| InterOcean Capital Group, LLC | 0.03% | Reduce -1.9% | 4,492 | $1.1M |
| Councilmark Asset Management, LLC | 0.80% | — | 4,475 | $1.1M |
| Jane Street Group, LLC | 0.00% | New | 4,469 | $1.1M |
| Firethorn Wealth Partners, LLC | 0.65% | Reduce -60.8% | 4,437 | $1.1M |
| Fiduciary Group, LLC | 0.12% | Reduce -1.1% | 4,381 | $1.1M |
| Trust Point Inc. | 0.08% | Add +38.5% | 4,369 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | No change | 4,353 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -1.5% | 4,315 | $1.1M |
| Family Manage LLC | 0.20% | Add +17.4% | 4,287 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -4.0% | 4,258 | $1.1M |
| Columbus Macro, LLC | 0.40% | Reduce -10.5% | 4,255 | $1.1M |
| Dynamic Advisor Solutions LLC | 0.04% | Add +85.1% | 4,234 | $1.0M |
| Cutler Group LLC / CA | 0.52% | Add +740.0% | 4,200 | $1.0M |
| Renaissance Technologies | 0.00% | Reduce -78.5% | 4,200 | $1.0M |
| SOL Capital Management CO | 0.13% | Add +2.5% | 4,185 | $1.0M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -19.2% | 4,135 | $1.0M |
| One Wealth Management Investment & Advisory Services, LLC | 0.42% | Reduce -57.7% | 4,120 | $1.0M |
| MMBG Investment Advisors Co. | 0.11% | No change | 4,115 | $1.0M |
| Highland Capital Management, LLC | 0.06% | No change | 4,084 | $1.0M |
| Hollow Brook Wealth Management LLC | 0.37% | No change | 4,068 | $1.0M |
| Maxwell Wealth Strategies Inc. | 0.50% | Reduce -49.8% | 3,941 | $988K |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -2.8% | 3,984 | $986K |
| RCS Financial Planning, LLC | 0.61% | Reduce -49.6% | 3,979 | $984K |
| Baird Financial Group, Inc. | 0.00% | Reduce -57.5% | 3,936 | $974K |
| Hoxton Planning & Management, LLC | 0.46% | Reduce -59.8% | 3,907 | $967K |
| CPA Asset Management Group, LLC | 0.54% | No change | 3,901 | $965K |
| GC Wealth Management RIA, LLC | 0.19% | Add +0.5% | 3,898 | $964K |
| Quadrant Private Wealth Management, LLC | 0.24% | Reduce -43.1% | 3,889 | $962K |
| Northside Capital Management, LLC | 0.17% | No change | 3,889 | $962K |
| Horst & Graben Wealth Management LLC | 0.19% | Reduce -87.4% | 3,856 | $954K |
| Sand Hill Global Advisors, LLC | 0.04% | Reduce -6.7% | 3,838 | $950K |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -21.4% | 3,786 | $937K |
| Prospera Financial Services Inc | 0.03% | Reduce -0.1% | 3,770 | $933K |
| Evergreen Capital Management LLC | 0.04% | No change | 3,750 | $928K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -6.3% | 3,707 | $917K |
| Apexium Financial, LP | 0.07% | Add +0.0% | 3,686 | $912K |
| Abner Herrman & Brock LLC | 0.11% | Reduce -27.4% | 3,678 | $910K |
| Private Ocean, LLC | 0.10% | Add +0.0% | 3,632 | $899K |
| Synovus Financial Corp. | 0.01% | Add +5.1% | 3,627 | $897K |
| Concentric Wealth Management, LLC | 0.24% | No change | 3,600 | $891K |
| Coldstream Capital Management Inc. | 0.02% | Reduce -4.8% | 3,591 | $888K |
| ICONIQ Capital, LLC | 0.02% | Add +0.1% | 3,568 | $883K |
| Stone House Investment Management, LLC | 0.21% | Reduce -82.5% | 3,561 | $881K |
| BLB&B Advisors, LLC | 0.05% | Reduce -4.0% | 3,527 | $873K |
| PBMares Wealth Management LLC | 0.22% | No change | 3,480 | $861K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -91.0% | 3,470 | $859K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -4.4% | 3,555 | $858K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 3,459 | $856K |
| Checchi Capital Advisers, LLC | 0.07% | No change | 3,436 | $850K |
| Flow Traders U.S. LLC | 0.05% | New | 3,419 | $846K |
| Debussy Capital Management LP | 0.25% | Reduce -15.2% | 3,397 | $842K |
| Able Wealth Management LLC | 0.73% | Add +186.0% | 3,392 | $839K |
| Plancorp, LLC | 0.04% | No change | 3,375 | $835K |
| SVB Wealth LLC | 0.02% | New | 3,367 | $833K |
| Madison Wealth Partners, Inc | 0.30% | No change | 3,312 | $819K |
| Western Wealth Management, LLC | 0.06% | Add +59.5% | 3,293 | $815K |
| &partners | 0.11% | Add +200.3% | 3,273 | $810K |
| Golden Road Advisors LLC | 0.67% | No change | 3,268 | $809K |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -19.5% | 3,352 | $799K |
| Sequent Asset Management, LLC | 0.42% | No change | 3,213 | $795K |
| Regimen Wealth, LLC | 0.28% | Reduce -2.2% | 3,212 | $795K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 3,141 | $777K |
| VERITY Wealth Advisors | 0.59% | Reduce -1.7% | 3,114 | $771K |
| Summit Financial Group, Inc. | 0.27% | No change | 3,093 | $765K |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -37.9% | 3,088 | $764K |
| Smith, Moore & Co. | 0.08% | Add +5.0% | 3,055 | $756K |
| Sachetta, LLC | 0.36% | No change | 3,355 | $749K |
| Oliver Luxxe Assets LLC | 0.16% | Reduce -14.1% | 3,024 | $748K |
| DT Investment Partners, LLC | 0.08% | No change | 3,000 | $742K |
| RFG Advisory, LLC | 0.03% | Reduce -80.3% | 2,995 | $741K |
| RHS Financial, LLC | 0.43% | Add +56.4% | 2,980 | $737K |
| Naples Global Advisors, LLC | 0.07% | Reduce -0.7% | 2,920 | $722K |
| Millennium Management | 0.00% | Reduce -52.4% | 2,910 | $720K |
| Schnieders Capital Management LLC | 0.14% | Reduce -2.1% | 2,817 | $697K |
| Sheets Smith Wealth Management | 0.08% | No change | 2,749 | $680K |
| East Coast Asset Management, LLC. | 0.25% | No change | 2,746 | $679K |
| Blue Trust, Inc. | 0.01% | Add +5.0% | 2,744 | $679K |
| Sutton Place Investors LLC | 0.33% | Reduce -31.9% | 2,714 | $671K |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 2,677 | $662K |
| Marshall Wace, LLP | 0.00% | New | 2,663 | $659K |
| Confluence Wealth Services, Inc. | 0.06% | No change | 2,642 | $654K |
| Signet Financial Management, LLC | 0.09% | No change | 2,621 | $648K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +2.1% | 2,612 | $646K |
| Breed's Hill Capital LLC | 0.59% | No change | 2,600 | $643K |
| Global Retirement Partners, LLC | 0.02% | Reduce -20.6% | 2,589 | $641K |
| Asset Management Group, Inc. | 0.10% | Add +0.2% | 2,583 | $639K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -10.3% | 2,571 | $636K |
| Indiana Trust & Investment Management Co | 0.26% | No change | 2,562 | $634K |
| Mission Wealth Management, LP | 0.02% | Add +7.2% | 2,562 | $634K |
| Soundwatch Capital LLC | 0.12% | No change | 2,560 | $633K |
| Citizens Financial Group Inc. | 0.02% | Add +0.3% | 2,551 | $631K |
| Flagship Private Wealth, LLC | 0.41% | Reduce -11.3% | 2,549 | $631K |
| Gimbal Financial | 0.52% | No change | 2,548 | $630K |
| Connectus Wealth, LLC | 0.02% | No change | 2,500 | $619K |
| Edgestream Partners, L.P. | 0.03% | Add +97.7% | 2,495 | $617K |
| Credit Suisse AG/ | 0.00% | New | 2,483 | $614K |
| Northstar Asset Management Inc. | 0.11% | No change | 2,461 | $609K |
| ShoreHaven Wealth Partners, LLC | 0.33% | Reduce -0.7% | 2,454 | $607K |
| WealthShield Partners, LLC | 0.10% | Reduce -82.9% | 2,416 | $598K |
| Watershed Private Wealth LLC | 0.26% | Add +133.7% | 2,407 | $596K |
| Hourglass Capital, LLC | 0.18% | No change | 2,395 | $593K |
| Gen-Wealth Partners Inc | 0.29% | — | 2,370 | $586K |
| Matthew Goff Investment Advisor, LLC | 0.12% | No change | 2,369 | $586K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.3% | 2,359 | $584K |
| Howard Capital Management Group, LLC | 0.04% | No change | 2,345 | $580K |
| Eq LLC | 0.36% | Reduce -34.6% | 2,335 | $578K |
| Chemistry Wealth Management LLC | 0.16% | Reduce -2.6% | 2,329 | $576K |
| Fidelis Capital Partners, LLC | 0.09% | Reduce -2.8% | 2,311 | $572K |
| Dentgroup LLC | 0.47% | Reduce -46.5% | 2,284 | $565K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -41.5% | 2,277 | $563K |
| Rational Advisors, Inc. | 0.05% | Reduce -35.0% | 2,263 | $560K |
| Advus Financial Partners, LLC | 0.17% | Add +13.9% | 2,262 | $560K |
| Salomon & Ludwin, LLC | 0.05% | No change | 2,258 | $559K |
| Capital Investment Counsel, LLC | 0.12% | New | 2,250 | $557K |
| Baron Wealth Management LLC | 0.29% | No change | 2,236 | $553K |
| Trifecta Capital Advisors, LLC | 0.13% | No change | 2,230 | $552K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -43.6% | 2,219 | $549K |
| Portland Global Advisors LLC | 0.07% | No change | 2,213 | $548K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.2% | 2,212 | $547K |
| Paulson Wealth Management Inc. | 0.16% | No change | 2,188 | $541K |
| Concourse Financial Group Securities, Inc. | 0.03% | Reduce -86.2% | 2,182 | $540K |
| Theory Financial LLC | 0.27% | Reduce -36.1% | 2,180 | $539K |
| Weaver Consulting Group | 0.20% | No change | 2,174 | $538K |
| Provident Wealth Management, LLC | 0.20% | No change | 2,168 | $536K |
| Fort Point Capital Partners LLC | 0.07% | Reduce -0.9% | 2,137 | $529K |
| SkyOak Wealth, LLC | 0.13% | Reduce -3.7% | 2,125 | $526K |
| Certified Advisory Corp | 0.07% | New | 2,124 | $525K |
| First Citizens Financial Corp | 0.31% | Add +3.9% | 2,102 | $520K |
| Mitchell Sinkler & Starr | 0.13% | No change | 2,098 | $519K |
| Diversified Trust Co. | 0.02% | Reduce -1.9% | 2,068 | $512K |
| Lantz Financial LLC | 0.16% | Reduce -68.9% | 2,052 | $508K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -90.0% | 2,050 | $507K |
| Morningstar Investment Services LLC | 0.01% | Reduce -72.7% | 2,028 | $502K |
| Beacon Bridge Wealth Partners, LLC | 0.24% | Reduce -53.5% | 2,024 | $501K |
| Ehrlich Financial Group | 0.42% | Reduce -57.1% | 2,020 | $500K |
| Integrated Advisors Network LLC | 0.03% | Reduce -96.0% | 2,013 | $498K |
| Fifth Third Wealth Advisors LLC | 0.08% | Add +55.2% | 2,010 | $497K |
| Principal Securities, Inc. | 0.02% | Reduce -14.5% | 2,005 | $496K |
| Lanark Financial, Inc. | 0.05% | Add +1.6% | 2,005 | $496K |
| Apella Capital, LLC | 0.03% | Add +0.1% | 2,019 | $496K |
| Rockingstone Advisors LLC | 0.26% | No change | 2,000 | $495K |
| HSBC Holdings PLC | 0.00% | No change | 2,000 | $495K |
| Bellecapital International Ltd. | 0.11% | No change | 1,996 | $494K |
| Level Four Advisory Services, LLC | 0.03% | No change | 2,201 | $492K |
| Emergent Wealth Advisors, LLC | 0.42% | New | 1,973 | $488K |
| 1900 Wealth Management LLC | 0.04% | Reduce -13.4% | 1,946 | $481K |
| Banque Pictet & Cie SA | 0.01% | No change | 1,940 | $480K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -55.1% | 1,893 | $468K |
| Neuberger Berman Group LLC | 0.00% | No change | 1,873 | $463K |
| Claro Advisors Inc. | 0.08% | Reduce -2.3% | 1,850 | $458K |
| Oldfather Financial Services, LLC | 0.19% | No change | 1,846 | $457K |
| Willis Investment Counsel | 0.03% | No change | 1,841 | $455K |
| Glenview Trust Co | 0.01% | No change | 1,831 | $453K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -43.5% | 1,830 | $453K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 1,824 | $451K |
| Palisade Asset Management, LLC | 0.04% | Add +17.4% | 1,817 | $450K |
| NorthRock Partners, LLC | 0.02% | Reduce -4.3% | 1,811 | $448K |
| True Vision MN LLC | 0.32% | Reduce -76.0% | 1,854 | $448K |
| Wintrust Investments LLC | 0.04% | Reduce -33.0% | 1,800 | $445K |
| Blue Bell Private Wealth Management, LLC | 0.10% | No change | 1,792 | $443K |
| Apeiron RIA LLC | 0.13% | Reduce -82.7% | 1,772 | $438K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 1,826 | $438K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -4.3% | 1,756 | $434K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -81.5% | 1,737 | $430K |
| Independent Financial Group, LLC | 0.02% | Reduce -17.5% | 1,729 | $428K |
| Turtle Creek Wealth Advisors, LLC | 0.10% | No change | 1,714 | $424K |
| Aspen Investment Management Inc | 0.21% | No change | 1,700 | $421K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.9% | 1,701 | $421K |
| Diversify Advisory Services, LLC | 0.02% | — | 1,696 | $419K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 1,693 | $419K |
| Arjuna Capital | 0.12% | New | 1,655 | $409K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 1,645 | $407K |
| United Asset Strategies, Inc. | 0.04% | No change | 1,643 | $406K |
| Birchcreek Wealth Management, LLC | 0.21% | No change | 1,628 | $403K |
| Abacus Wealth Partners, LLC | 0.07% | Reduce -32.2% | 1,625 | $402K |
| HighMark Wealth Management LLC | 0.25% | Reduce -2.7% | 1,619 | $400K |
| High Probability Advisors, LLC | 0.07% | No change | 1,610 | $398K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -6.8% | 1,609 | $398K |
| Advocacy Wealth Management, LLC | 0.03% | Reduce -96.2% | 1,596 | $395K |
| PFG Advisors | 0.03% | Reduce -68.5% | 1,589 | $393K |
| Capital Wealth Alliance, LLC | 0.23% | New | 1,588 | $393K |
| Watts Gwilliam & Co., LLC | 0.12% | — | 1,532 | $382K |
| Lincoln National Corp. | 0.01% | Reduce -58.9% | 1,522 | $376K |
| Platte River Wealth Advisors, LLC | 0.11% | No change | 1,520 | $376K |
| Gould Asset Management LLC | 0.09% | No change | 1,509 | $373K |
| King Wealth Management Group | 0.06% | No change | 1,484 | $367K |
| Guidance Capital, Inc. | 0.13% | No change | 1,518 | $364K |
| Lansing Street Advisors | 0.16% | Reduce -0.8% | 1,466 | $363K |
| Signal Advisors Wealth, LLC | 0.09% | Reduce -65.5% | 1,464 | $362K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 1,455 | $360K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,455 | $360K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 1,447 | $358K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 1,443 | $357K |
| High Note Wealth, LLC | 0.12% | No change | 1,429 | $354K |
| Aprio Wealth Management, LLC | 0.07% | No change | 1,429 | $354K |
| Old Port Advisors | 0.11% | No change | 1,420 | $351K |
| Aerodigm Wealth, LLC | 0.14% | Reduce -50.0% | 1,415 | $350K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 1,413 | $350K |
| Peoples Bank | 0.19% | No change | 1,413 | $350K |
| TNF LLC | 0.14% | Reduce -90.1% | 1,456 | $349K |
| Empowered Funds, LLC | 0.01% | New | 1,403 | $347K |
| Almanack Investment Partners, LLC. | 0.06% | Reduce -2.7% | 1,401 | $347K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,394 | $345K |
| Simplex Trading, LLC | 0.01% | Add +47.8% | 1,392 | $344K |
| WPWealth LLP | 0.09% | Reduce -43.4% | 1,389 | $344K |
| Cornerstone Wealth Management, LLC | 0.03% | Add +4.7% | 1,381 | $342K |
| Focused Wealth Management, Inc | 0.05% | Reduce -5.7% | 1,354 | $335K |
| Flputnam Investment Management Co. | 0.01% | Reduce -16.2% | 1,346 | $333K |
| Personal Cfo Solutions, LLC | 0.05% | Reduce -8.1% | 1,335 | $330K |
| Private Trust Co. NA | 0.04% | Reduce -15.4% | 1,331 | $329K |
| Spinnaker Trust | 0.02% | No change | 1,321 | $327K |
| Brookstone Capital Management | 0.01% | Reduce -28.3% | 1,296 | $321K |
| Seneca House Advisors | 0.14% | Reduce -6.4% | 1,291 | $319K |
| Arcadia Wealth Management, LLC | 0.20% | Reduce -1.7% | 1,283 | $318K |
| Romano Brothers and Company | 0.04% | No change | 1,280 | $317K |
| Sharkey, Howes & Javer | 0.05% | Reduce -95.5% | 1,278 | $316K |
| Raymond James Trust N.A. | 0.01% | New | 1,274 | $315K |
| Tompkins Financial Corp. | 0.04% | Reduce -1.3% | 1,258 | $311K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.3% | 1,250 | $309K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -50.6% | 1,231 | $305K |
| BOS Asset Management, LLC | 0.16% | Reduce -19.0% | 1,230 | $304K |
| Frank, Rimerman Advisors LLC | 0.06% | No change | 1,226 | $303K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -21.0% | 1,062 | $300K |
| Allworth Financial LP | 0.00% | Reduce -43.8% | 1,210 | $299K |
| Aft, Forsyth & Company, Inc. | 0.17% | No change | 1,210 | $299K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 1,210 | $299K |
| Sunbelt Securities, Inc. | 0.03% | Add +770.5% | 1,210 | $299K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.1% | 1,200 | $297K |
| International Assets Investment Management, LLC | 0.03% | Add +13.3% | 1,194 | $295K |
| Planned Solutions, Inc. | 0.14% | No change | 1,192 | $295K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 1,192 | $295K |
| Lantern Wealth Advisors, LLC | 0.21% | Reduce -37.4% | 1,185 | $293K |
| Summit Wealth Partners, LLC | 0.06% | Reduce -2.8% | 1,176 | $291K |
| Austin Private Wealth, LLC | 0.03% | Reduce -97.4% | 1,175 | $289K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -23.9% | 1,160 | $287K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | No change | 1,156 | $286K |
| Ethos Financial Group, LLC | 0.05% | New | 1,152 | $285K |
| Savant Capital, LLC | 0.00% | Add +5.1% | 1,151 | $285K |
| OMNI 360 Wealth, Inc. | 0.23% | Reduce -35.9% | 1,139 | $282K |
| Cannell & Spears LLC | 0.01% | New | 1,126 | $279K |
| BIP Wealth, LLC | 0.02% | No change | 1,121 | $277K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -12.0% | 1,119 | $277K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -4.5% | 1,114 | $276K |
| Simplicity Wealth,LLC | 0.01% | Reduce -79.3% | 1,114 | $276K |
| Optas, LLC | 0.07% | No change | 1,110 | $275K |
| Ballentine Partners, LLC | 0.01% | Reduce -9.0% | 1,110 | $275K |
| First Financial Corp. | 0.14% | Add +4818.2% | 1,082 | $268K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.9% | 1,078 | $267K |
| Sterling Investment Counsel, LLC | 0.12% | No change | 1,074 | $266K |
| Main Street Financial Solutions, LLC | 0.03% | Add +9.3% | 1,059 | $262K |
| Chronos Wealth Management, LLC | 0.15% | Reduce -2.3% | 1,052 | $260K |
| LGT Financial Advisors LLC | 0.30% | Reduce -19.1% | 1,051 | $260K |
| Marco Investment Management LLC | 0.02% | No change | 1,050 | $260K |
| Relyea Zuckerberg Hanson LLC | 0.05% | No change | 1,046 | $259K |
| Ade, LLC | 0.17% | No change | 1,045 | $259K |
| Leavell Investment Management, Inc. | 0.01% | No change | 1,042 | $258K |
| SPC Financial, Inc. | 0.02% | No change | 1,040 | $257K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,039 | $257K |
| Future Financial Wealth Managment LLC | 0.20% | Reduce -93.2% | 1,035 | $256K |
| Certuity, LLC | 0.02% | New | 1,030 | $255K |
| Waterloo Capital, L.P. | 0.03% | Reduce -23.0% | 1,028 | $254K |
| Sovereign Financial Group, Inc. | 0.07% | Reduce -61.4% | 1,026 | $254K |
| Jacobi Capital Management LLC | 0.02% | No change | 1,025 | $254K |
| Whittier Trust Co. | 0.00% | Reduce -39.8% | 1,024 | $253K |
| Traynor Capital Management, Inc. | 0.02% | Add +0.3% | 1,023 | $253K |
| ForthRight Wealth Management, LLC | 0.09% | New | 1,020 | $252K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,020 | $252K |
| HBK Sorce Advisory LLC | 0.01% | New | 1,016 | $251K |
| CoreCap Advisors, LLC | 0.01% | Reduce -34.2% | 1,014 | $251K |
| Cambridge Financial Group, LLC | 0.12% | No change | 1,012 | $250K |
| Asset Dedication, LLC | 0.02% | No change | 1,012 | $250K |
| DAVENPORT & Co LLC | 0.00% | Reduce -22.8% | 1,003 | $248K |
| Madison Asset Management, LLC | 0.00% | Reduce -3.6% | 1,002 | $248K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 1,000 | $247K |
| Bessemer Group Inc. | 0.00% | Reduce -75.1% | 1,000 | $247K |
| Schaeffer Financial LLC | 0.24% | Reduce -3.4% | 987 | $244K |
| Colonial Trust Advisors | 0.02% | Reduce -4.1% | 975 | $241K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 965 | $239K |
| Legacy Capital Group California, Inc. | 0.09% | New | 962 | $238K |
| Ewa, LLC | 0.11% | Add +0.3% | 960 | $238K |
| Hanover Advisors Inc. | 0.10% | Reduce -10.1% | 960 | $238K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +0.2% | 957 | $237K |
| Greenleaf Trust | 0.00% | No change | 950 | $235K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 949 | $235K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 937 | $232K |
| FLC Capital Advisors | 0.06% | No change | 936 | $232K |
| Money Concepts Capital Corp. | 0.02% | Reduce -8.3% | 934 | $231K |
| Ritholtz Wealth Management | 0.01% | No change | 928 | $230K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -15.5% | 926 | $229K |
| Gsa Capital Partners LLP | 0.02% | Reduce -39.8% | 921 | $228K |
| Per Stirling Capital Management, LLC. | 0.04% | Add +0.1% | 918 | $227K |
| First Merchants Corp. | 0.02% | No change | 915 | $226K |
| Sound Income Strategies, LLC | 0.02% | Add +12.1% | 915 | $226K |
| Magnus Financial Group LLC | 0.03% | Reduce -28.5% | 912 | $226K |
| JPL Wealth Management, LLC | 0.12% | New | 908 | $225K |
| Thomas Story & Son LLC | 0.09% | No change | 900 | $223K |
| Wealth Architects, LLC | 0.03% | No change | 900 | $223K |
| Heritage Wealth Management, Inc. | 0.22% | New | 895 | $221K |
| Clare Market Investments LLC | 0.07% | New | 895 | $221K |
| Garde Capital, Inc. | 0.02% | No change | 896 | $221K |
| Essex Financial Services, Inc. | 0.02% | New | 890 | $220K |
| Game Plan Financial Advisors, LLC | 0.13% | No change | 887 | $219K |
| Focus Financial Network, Inc. | 0.01% | — | 923 | $219K |
| World Equity Group, Inc. | 0.04% | Reduce -69.5% | 882 | $218K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | Add +144.7% | 871 | $215K |
| Harbour Investments, Inc. | 0.01% | Reduce -84.2% | 871 | $215K |
| Arthur M. Cohen & Associates, LLC | 0.05% | New | 870 | $215K |
| Chesley Taft & Associates LLC | 0.01% | New | 870 | $215K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -9.1% | 846 | $209K |
| Vista Investment Management | 0.08% | Reduce -20.1% | 842 | $208K |
| WBH Advisory Inc. | 0.02% | New | 842 | $208K |
| Napatree Capital LLC | 0.20% | New | 870 | $207K |
| Caprock Group, LLC | 0.01% | New | 831 | $206K |
| Aaron Wealth Advisors LLC | 0.03% | Reduce -10.6% | 828 | $205K |
| Enzi Wealth | 0.10% | New | 853 | $205K |
| Bell Bank | 0.02% | New | 822 | $203K |
| McGuire Investment Group, LLC | 0.03% | New | 821 | $203K |
| Welch Group, LLC | 0.01% | New | 820 | $203K |
| Byrne Asset Management LLC | 0.16% | Add +2.6% | 820 | $203K |
| Sheridan Capital Management, LLC | 0.15% | New | 812 | $201K |
| Carolinas Wealth Consulting LLC | 0.04% | Reduce -16.9% | 795 | $197K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +50.6% | 792 | $196K |
| WealthCollab, LLC | 0.14% | No change | 787 | $195K |
| Aspire Private Capital, LLC | 0.05% | Reduce -57.6% | 745 | $184K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -89.3% | 711 | $176K |
| Aptus Capital Advisors, LLC | 0.00% | Add +869.9% | 708 | $175K |
| Barclays PLC | 0.00% | No change | 700 | $173K |
| Founders Financial Alliance, LLC | 0.05% | New | 666 | $165K |
| WR Wealth Planners, LLC | 0.05% | New | 655 | $162K |
| Deutsche Bank AG | 0.00% | No change | 646 | $160K |
| HHM Wealth Advisors, LLC | 0.03% | No change | 632 | $156K |
| Crewe Advisors LLC | 0.02% | No change | 608 | $150K |
| West Branch Capital LLC | 0.06% | Reduce -8.6% | 607 | $150K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 580 | $143K |
| United Community Bank | 0.05% | No change | 475 | $118K |
| Avior Wealth Management, LLC | 0.01% | Add +25.0% | 455 | $113K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 451 | $112K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | New | 450 | $111K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 448 | $111K |
| Gradient Investments LLC | 0.00% | Reduce -32.6% | 445 | $110K |
| Creative Financial Designs Inc. | 0.01% | Reduce -81.8% | 428 | $106K |
| Northwest Capital Management Inc | 0.03% | Add +30.8% | 420 | $104K |
| Mather Group, Llc. | 0.00% | New | 446 | $100K |
| Timber Creek Capital Management LLC | 0.03% | No change | 388 | $96K |
| Balentine LLC | 0.00% | No change | 382 | $95K |
| Qube Research & Technologies Ltd | 0.00% | Add +2.2% | 375 | $93K |
| Financial Gravity Asset Management, Inc. | 0.03% | No change | 406 | $91K |
| Islay Capital Management, LLC | 0.06% | No change | 310 | $77K |
| PrairieView Partners, LLC | 0.01% | No change | 300 | $75K |
| Cyrus J. Lawrence, LLC | 0.02% | — | 300 | $74K |
| TruNorth Capital Management, LLC | 0.03% | — | 294 | $73K |
| Cambridge Trust Co. | 0.00% | No change | 279 | $69K |
| Abound Wealth Management | 0.03% | No change | 270 | $67K |
| Colonial Trust Co / SC | 0.01% | No change | 264 | $65K |
| PSI Advisors, LLC | 0.02% | No change | 255 | $63K |
| True Wealth Design, LLC | 0.02% | No change | 250 | $62K |
| Larson Financial Group LLC | 0.00% | No change | 245 | $61K |
| Barrett & Company, Inc. | 0.03% | Add +0.4% | 238 | $59K |
| Rhumbline Advisers | 0.00% | Reduce -46.2% | 233 | $58K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 224 | $55K |
| American National Bank & Trust | 0.01% | Add +164.3% | 222 | $55K |
| Coston, McIsaac & Partners | 0.02% | No change | 207 | $51K |
| Bokf, NA | 0.00% | Reduce -32.9% | 204 | $50K |
| Hilltop National Bank | 0.02% | — | 198 | $49K |
| Orion Capital Management LLC | 0.03% | No change | 195 | $48K |
| JDM Financial Group LLC | 0.03% | No change | 185 | $46K |
| Concord Wealth Partners | 0.01% | Add +24.3% | 179 | $44K |
| Archer Investment Corp | 0.01% | No change | 153 | $38K |
| Marquette Associates, Inc. | 0.03% | Reduce -90.8% | 150 | $37K |
| First Manhattan Co. Llc. | 0.00% | No change | 150 | $37K |
| Anfield Capital Management, LLC | 0.02% | New | 148 | $37K |
| Toth Financial Advisory Corp. | 0.00% | No change | 127 | $32K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 122 | $30K |
| MCF Advisors LLC | 0.00% | Reduce -16.6% | 121 | $30K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 106 | $26K |
| Global Financial Private Client, LLC | 0.01% | Reduce -67.1% | 105 | $26K |
| Operose Advisors LLC | 0.01% | No change | 100 | $25K |
| Pin Oak Investment Advisors Inc. | 0.02% | Reduce -9.5% | 95 | $24K |
| UMB Bank, n.a. | 0.00% | No change | 91 | $23K |
| TFC Financial Management, Inc. | 0.00% | No change | 90 | $22K |
| Trust Co | 0.00% | No change | 87 | $22K |
| GAMMA Investing LLC | 0.00% | No change | 85 | $21K |
| LifeSteps Financial, Inc. | 0.02% | New | 82 | $20K |
| Evermay Wealth Management LLC | 0.00% | No change | 77 | $19K |
| Quadrant Capital Group LLC | 0.00% | No change | 76 | $19K |
| Westside Investment Management, Inc. | 0.00% | No change | 76 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -4.0% | 71 | $18K |
| Pineridge Advisors LLC | 0.01% | Reduce -23.0% | 67 | $17K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 66 | $16K |
| Park Place Capital Corp | 0.01% | Reduce -71.6% | 65 | $16K |
| Caldwell Trust Co | 0.00% | No change | 64 | $16K |
| Anchor Investment Management, LLC | 0.00% | No change | 64 | $16K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -98.5% | 59 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 58 | $14K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 54 | $13K |
| Headlands Technologies LLC | 0.00% | New | 52 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $13K |
| ICA Group Wealth Management, LLC | 0.00% | Reduce -87.7% | 51 | $13K |
| Sandy Spring Bank | 0.00% | No change | 50 | $12K |
| Peoples Financial Services Corp. | 0.01% | No change | 50 | $12K |
| Private Capital Management LLC | 0.00% | No change | 47 | $12K |
| Breakwater Investment Management | 0.01% | — | 45 | $11K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 47 | $11K |
| Angeles Wealth Management, LLC | 0.00% | No change | 43 | $11K |
| Clear Point Advisors Inc. | 0.01% | No change | 42 | $10K |
| Main Management LLC | 0.00% | No change | 40 | $10K |
| Aspire Wealth Management Corp | 0.01% | New | 37 | $9K |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 37 | $9K |
| Paladin Advisory Group, LLC | 0.01% | No change | 36 | $9K |
| Dunhill Financial, LLC | 0.01% | New | 35 | $9K |
| Missouri Trust & Investment Co | 0.00% | No change | 34 | $8K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -95.7% | 34 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 33 | $8K |
| FSC Wealth Advisors, LLC | 0.01% | Reduce -50.0% | 32 | $8K |
| New Republic Capital, LLC | 0.00% | Reduce -94.2% | 31 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 31 | $7K |
| Tyler-Stone Wealth Management | 0.00% | No change | 25 | $6K |
| TCTC Holdings, LLC | 0.00% | New | 22 | $5K |
| ESL Trust Services, LLC | 0.00% | New | 21 | $5K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -93.0% | 19 | $5K |
| City State Bank | 0.00% | New | 17 | $4K |
| MGB Wealth Management, LLC | 0.00% | No change | 15 | $4K |
| Chilton Capital Management LLC | 0.00% | No change | 14 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -96.7% | 14 | $3K |
| Thompson Investment Management, Inc. | 0.00% | New | 13 | $3K |
| Benjamin Edwards Inc. | 0.00% | New | 12 | $3K |
| DecisionPoint Financial, LLC | 0.00% | No change | 12 | $3K |
| 1832 Asset Management L.P. | 0.00% | New | 10 | $2K |
| Woodmont Investment Counsel LLC | 0.00% | New | 9 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 8 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 7 | $2K |
| Phillips Financial Management, LLC | 0.00% | Reduce -66.7% | 5 | $1K |
| McIlrath & Eck, LLC | 0.00% | No change | 5 | $1K |
| Caitlin John, LLC | 0.00% | No change | 4 | $990 |
| Richardson Capital Management LLC | 0.00% | New | 3 | $742 |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $495 |
| Rakuten Securities, Inc. | 0.00% | Reduce -95.2% | 1 | $247 |
| Resources Management Corp. /CT/ | 0.00% | No change | 2 | $0 |
"% of holder's portfolio" is OEF's weight in each manager's 13F, not the share of iShares S&P 100 ETF the manager owns.