iShares S&P 100 ETFOEFETF
13F holders, Q3 2024 (September 30)788holders +29
71new positions
41sold out
5famous investors
$266.29avg. 13F price*
At the end of Q3 2024, 788 institutions reported holding iShares S&P 100 ETF (OEF) in their 13F filings, up 29 from Q2 2024. 71 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($1.6B), Fifth Third Bancorp ($655.0M) and Cresset Asset Management, LLC ($611.6M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 71 | $169.8M |
| Exits | 41 | $75.4M |
All 13F filers, Q2 2024 → Q3 2024: 1,998,830 shares bought and 1,621,746 shares sold, net +377,084 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 788 holders
| Bank of America Corp. | 0.14% | Reduce -1.7% | 5,866,519 | $1.6B |
| Fifth Third Bancorp | 2.37% | Add +1.0% | 2,366,621 | $655.0M |
| Cresset Asset Management, LLC | 2.37% | Reduce -1.0% | 2,209,862 | $611.6M |
| Jones Financial Companies LLLP | 0.53% | Add +0.8% | 1,884,776 | $519.0M |
| JPMorgan Chase & Co. | 0.03% | Add +0.9% | 1,494,935 | $413.7M |
| Morgan Stanley | 0.02% | Reduce -3.7% | 1,184,149 | $327.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +4.2% | 1,099,561 | $304.3M |
| Ieq Capital, LLC | 2.76% | Reduce -2.3% | 811,485 | $224.6M |
| Merriman Wealth Management, LLC | 8.56% | Add +1.3% | 761,601 | $210.8M |
| UBS Group AG | 0.06% | Add +10.1% | 742,636 | $205.5M |
| LPL Financial LLC | 0.08% | Add +3.8% | 684,864 | $189.5M |
| Envestnet Asset Management Inc. | 0.06% | Add +2.7% | 633,190 | $175.2M |
| Wells Fargo & Company | 0.04% | Reduce -1.3% | 609,536 | $168.7M |
| PNC Financial Services Group, Inc. | 0.09% | Add +3.3% | 484,616 | $134.1M |
| Evoke Wealth, LLC | 3.34% | New | 442,020 | $122.3M |
| NorthCoast Asset Management LLC | 0.73% | Add +8529.0% | 375,620 | $103.4M |
| CM Wealth Advisors LLC | 22.57% | Add +59.2% | 251,774 | $69.7M |
| Ameriprise Financial Inc. | 0.02% | Add +10.7% | 242,780 | $67.2M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Reduce -1.2% | 236,181 | $65.4M |
| Mariner, LLC | 0.10% | Reduce -0.3% | 205,794 | $56.9M |
| Citigroup Inc. | 0.05% | Add +9.4% | 189,592 | $52.5M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +20.6% | 189,465 | $52.4M |
| Old National Bancorp | 1.19% | Reduce -52.4% | 186,937 | $51.7M |
| Bank of Montreal | 0.02% | Reduce -1.3% | 180,904 | $49.8M |
| Demars Financial Group, LLC | 22.60% | Add +3.1% | 179,016 | $49.5M |
| Agf Management Ltd. | 0.25% | Reduce -0.1% | 177,250 | $49.1M |
| Signaturefd, LLC | 0.91% | Reduce -0.7% | 172,024 | $47.6M |
| FMR LLC | 0.00% | Reduce -0.3% | 170,380 | $47.2M |
| Alps Advisors Inc. | 0.30% | Reduce -3.9% | 162,555 | $45.0M |
| Bluespring Wealth Management, LLC | 4.48% | Add +16.3% | 161,356 | $44.7M |
| Cerity Partners LLC | 0.10% | Add +390.5% | 159,901 | $44.3M |
| Sanctuary Advisors, LLC | 0.27% | Reduce -2.0% | 149,500 | $42.9M |
| Cwm, LLC | 0.18% | Reduce -6.0% | 151,243 | $41.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -8.9% | 150,924 | $41.8M |
| Financial Partners Group, Inc | 5.87% | Reduce -0.3% | 143,311 | $39.7M |
| Royal Bank of Canada | 0.01% | Reduce -4.7% | 139,671 | $38.7M |
| OneDigital Investment Advisors LLC | 0.42% | Add +3.9% | 133,267 | $36.9M |
| Integrated Wealth Concepts LLC | 0.43% | Add +20.9% | 126,344 | $35.0M |
| Dorsey & Whitney Trust CO LLC | 1.84% | Reduce -0.2% | 124,761 | $34.5M |
| Sigma Investment Counselors Inc. | 1.96% | Add +7.2% | 1,417,510 | $33.4M |
| Altus Wealth Management, LLC | 14.91% | Reduce -2.0% | 114,816 | $31.8M |
| First Pacific Financial | 7.25% | Reduce -2.5% | 111,919 | $31.0M |
| Two Sigma Investments, LP | 0.07% | Reduce -15.9% | 110,500 | $30.6M |
| Oakworth Capital, Inc. | 2.08% | Reduce -26.3% | 108,247 | $30.0M |
| Vicus Capital | 2.62% | Reduce -3.3% | 106,877 | $29.6M |
| Fsa Wealth Partners, Inc. | 7.05% | Reduce -0.0% | 105,337 | $29.2M |
| IFP Advisors, Inc | 1.02% | Reduce -5.6% | 102,440 | $28.4M |
| Steward Partners Investment Advisory, LLC | 0.26% | Reduce -2.3% | 100,459 | $27.8M |
| Pathstone Holdings, LLC | 0.12% | Add +0.0% | 99,594 | $27.6M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +3.1% | 95,381 | $26.4M |
| Dakota Wealth Management | 0.58% | Add +18.0% | 92,155 | $25.5M |
| Amplius Wealth Advisors, LLC | 2.75% | Reduce -0.8% | 90,888 | $25.2M |
| Select Asset Management & Trust | 8.81% | Reduce -13.1% | 86,437 | $23.9M |
| Aveo Capital Partners, LLC | 2.50% | Add +4.3% | 84,990 | $23.5M |
| Harbour Trust & Investment Management Co | 2.46% | Add +1.2% | 77,986 | $21.6M |
| Captrust Financial Advisors | 0.06% | Reduce -0.0% | 77,172 | $21.4M |
| M&T Bank Corp | 0.07% | Reduce -2.1% | 76,069 | $21.1M |
| Osaic Holdings, Inc. | 0.05% | Add +10.3% | 73,726 | $20.4M |
| Cetera Investment Advisers | 0.04% | Add +2.5% | 72,030 | $19.9M |
| One Capital Management, LLC | 0.63% | Add +0.0% | 71,427 | $19.8M |
| Moneco Advisors, LLC | 2.42% | Reduce -1.3% | 70,398 | $19.5M |
| Raymond James & Associates | 0.01% | Reduce -2.3% | 70,396 | $19.5M |
| Avid Wealth Partners LLC | 13.52% | Reduce -12.8% | 69,029 | $19.1M |
| Patten & Patten Inc. | 1.25% | Add +36.0% | 68,009 | $18.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +11.2% | 67,869 | $18.8M |
| Zimmermann Investment Management & Planning LLC | 5.52% | Add +4.3% | 64,978 | $18.0M |
| Fisher Asset Management | 0.01% | Reduce -5.2% | 64,619 | $17.9M |
| Wealth Forward, LLC | 11.41% | Add +23.5% | 58,776 | $16.3M |
| MML Investors Services, LLC | 0.06% | Reduce -18.2% | 58,649 | $16.2M |
| Keybank National Association | 0.06% | Reduce -4.9% | 54,273 | $15.0M |
| Park Avenue Securities LLC | 0.17% | Reduce -3.2% | 54,015 | $14.9M |
| Brown Brothers Harriman & Co. | 0.10% | Add +0.7% | 52,778 | $14.6M |
| MB Generational Wealth, LLC | 10.27% | Add +0.2% | 51,532 | $14.3M |
| Jackson Wealth Management, LLC | 1.67% | Add +68.7% | 50,415 | $14.0M |
| Roof Eidam Maycock Peralta, LLC | 3.54% | Add +0.1% | 50,320 | $13.9M |
| Country Club Bank | 0.93% | Reduce -3.3% | 50,430 | $13.9M |
| Stifel Financial Corp. | 0.01% | Add +1.1% | 50,083 | $13.9M |
| Quest Investment Management LLC | 1.58% | Reduce -0.0% | 48,836 | $13.5M |
| Northern Trust Corp. | 0.00% | Add +0.4% | 48,476 | $13.4M |
| Two Sigma Advisers, LP | 0.03% | Reduce -25.3% | 47,800 | $13.2M |
| Lineweaver Wealth Advisors, LLC | 2.50% | Add +2.1% | 47,450 | $13.2M |
| Keebeck Wealth Management | 1.87% | Add +1.4% | 46,683 | $12.9M |
| Redwood Investment Management, LLC | 1.13% | New | 46,108 | $12.8M |
| Stock Yards Bank & Trust Co. | 0.41% | Reduce -8.3% | 46,072 | $12.8M |
| Investors Research Corp | 2.77% | Add +6.7% | 45,819 | $12.7M |
| US Bancorp \de | 0.02% | Add +2.4% | 43,799 | $12.1M |
| One Wealth Advisors, LLC | 1.86% | Add +5.4% | 43,694 | $12.1M |
| Truist Financial Corp. | 0.02% | Add +6.2% | 42,789 | $11.8M |
| HighTower Advisors, LLC | 0.02% | Add +0.4% | 40,943 | $11.3M |
| Arcadia Investment Advisors LLC | 6.01% | Reduce -0.1% | 40,537 | $11.2M |
| Creative Planning | 0.01% | Reduce -1.3% | 38,509 | $10.7M |
| Geller Advisors LLC | 0.74% | No change | 38,466 | $10.6M |
| Waypoint Capital Advisors, LLC | 2.23% | Reduce -0.3% | 37,919 | $10.5M |
| Carnegie Investment Counsel | 0.31% | Reduce -0.4% | 37,668 | $10.4M |
| Robertson Stephens Wealth Management, LLC | 0.37% | Add +118.6% | 36,715 | $10.2M |
| Detalus Advisors, LLC | 3.36% | Add +6.9% | 36,468 | $10.1M |
| Continuum Advisory, LLC | 1.27% | Add +1.1% | 34,440 | $9.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +5.3% | 35,441 | $9.8M |
| Segment Wealth Management, LLC | 0.67% | Reduce -0.5% | 35,236 | $9.8M |
| TSA Wealth Managment LLC | 3.87% | Add +2.0% | 34,695 | $9.6M |
| AE Wealth Management LLC | 0.09% | Reduce -8.4% | 34,499 | $9.5M |
| Legacy Advisors, LLC | 1.03% | Reduce -0.3% | 34,400 | $9.5M |
| Affinity Capital Advisors, LLC | 1.81% | Add +4.3% | 33,781 | $9.3M |
| Schorn Wealth LLC | 3.17% | Add +71.8% | 33,751 | $9.3M |
| Waverly Advisors, LLC | 0.17% | Reduce -9.3% | 33,740 | $9.3M |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 33,593 | $9.3M |
| Atticus Wealth Management, LLC | 2.97% | Reduce -1.1% | 33,401 | $9.2M |
| Roble, Belko & Company, Inc | 1.46% | No change | 33,364 | $9.2M |
| Capital Analysts, LLC | 0.37% | Add +1.7% | 33,085 | $9.2M |
| Susquehanna International Group, LLP | 0.02% | Add +41.1% | 32,935 | $9.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +1.3% | 32,242 | $8.9M |
| EP Wealth Advisors, LLC | 0.08% | Add +815.5% | 32,224 | $8.9M |
| Canal Capital Management, LLC | 1.40% | Reduce -2.5% | 31,763 | $8.8M |
| Avantax Advisory Services, Inc. | 0.06% | Add +17.6% | 31,756 | $8.8M |
| Tennessee Valley Asset Management Partners | 1.43% | Add +2.0% | 31,296 | $8.7M |
| Kickstand Ventures, Llc. | 2.08% | Add +1.7% | 29,451 | $8.2M |
| Client First Capital LLC | 4.44% | Reduce -1.9% | 29,013 | $8.0M |
| Carret Asset Management, LLC | 0.85% | Reduce -1.4% | 28,430 | $7.9M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -7.1% | 28,379 | $7.9M |
| Foundations Investment Advisors, LLC | 0.16% | Add +7.4% | 27,611 | $7.6M |
| Natixis Advisors, LLC | 0.01% | Add +10.4% | 27,283 | $7.6M |
| Choreo, LLC | 0.11% | Reduce -4.8% | 27,229 | $7.5M |
| Wharton Business Group, LLC | 0.33% | Reduce -6.8% | 26,689 | $7.4M |
| Rockefeller Capital Management L.P. | 0.02% | Add +13.4% | 26,673 | $7.4M |
| WJ Wealth Management, LLC | 2.59% | Reduce -42.6% | 26,564 | $7.4M |
| Capital Advisors, Ltd. LLC | 0.91% | Add +3.4% | 26,562 | $7.4M |
| Polianta Ltd | 3.43% | New | 26,400 | $7.3M |
| Private Advisor Group, LLC | 0.04% | Add +7.5% | 26,021 | $7.2M |
| Tudor Investment Corporation | 0.08% | Add +348.9% | 25,869 | $7.2M |
| Financial Life Advisors | 2.69% | Add +3.2% | 25,757 | $7.1M |
| Axiom Advisory, LLC | 0.07% | Add +1.8% | 26,305 | $7.0M |
| Franklin Resources Inc. | 0.00% | Reduce -1.9% | 24,810 | $7.0M |
| Private Client Services, LLC | 3.75% | Add +5.5% | 25,193 | $7.0M |
| Hollencrest Capital Management | 0.29% | No change | 25,169 | $7.0M |
| W Advisors, LLC | 4.24% | Add +0.0% | 24,879 | $6.9M |
| McMorgan & Co. LLC | 1.01% | Reduce -5.8% | 23,640 | $6.5M |
| D.A. Davidson & Co. | 0.05% | Add +2.4% | 23,596 | $6.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +71.2% | 23,525 | $6.5M |
| HB Wealth Management, LLC | 0.07% | No change | 23,432 | $6.5M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -2.1% | 23,086 | $6.4M |
| J.W. Cole Advisors, Inc. | 0.26% | Add +2.3% | 22,808 | $6.3M |
| KM Capital Management Ltd. | 3.34% | Reduce -0.0% | 22,567 | $6.2M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.1% | 22,333 | $6.2M |
| Cardinal Strategic Wealth Guidance | 2.02% | Add +1.4% | 22,245 | $6.2M |
| Fulton Breakefield Broenniman LLC | 0.43% | Reduce -0.3% | 22,012 | $6.1M |
| Johnson Investment Counsel Inc. | 0.06% | Add +2.3% | 21,997 | $6.1M |
| NTV Asset Management LLC | 0.81% | Reduce -6.0% | 21,989 | $6.1M |
| Cypress Wealth Services, LLC | 1.25% | Add +3.0% | 21,869 | $6.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.7% | 21,810 | $6.0M |
| Manchester Capital Management LLC | 0.70% | No change | 21,754 | $6.0M |
| Corient Private Wealth LP | 0.01% | Add +28.7% | 21,752 | $6.0M |
| Bailard, Inc. | 0.16% | Reduce -0.1% | 21,681 | $6.0M |
| Van Hulzen Asset Management, LLC | 0.43% | Reduce -2.0% | 21,612 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +26.7% | 21,550 | $6.0M |
| Blair William & Co. | 0.02% | Reduce -1.0% | 21,025 | $5.8M |
| GeoWealth Management, LLC | 0.20% | Add +20.4% | 20,964 | $5.8M |
| SCS Capital Management LLC | 0.12% | Add +0.2% | 20,945 | $5.8M |
| Culbertson A N & Co. Inc. | 0.93% | Reduce -0.6% | 20,785 | $5.8M |
| Alternative Investment Advisors, LLC. | 2.97% | Add +2.1% | 20,414 | $5.6M |
| NewEdge Advisors, LLC | 0.04% | Reduce -33.2% | 20,052 | $5.5M |
| RIA Advisory Group LLC | 1.93% | — | 19,758 | $5.5M |
| GenWealth Group, Inc. | 1.24% | Reduce -4.3% | 19,557 | $5.4M |
| Ancora Advisors LLC | 0.12% | Add +9.2% | 19,551 | $5.4M |
| Wedbush Securities Inc. | 0.20% | Reduce -2.7% | 19,247 | $5.3M |
| Spectrum Wealth Counsel, LLC | 0.63% | Reduce -21.7% | 19,231 | $5.3M |
| Mayflower Financial Advisors, LLC | 0.80% | Add +1.2% | 19,072 | $5.3M |
| Focus Partners Wealth | 0.02% | Add +26.1% | 18,905 | $5.2M |
| Security Financial Services, INC. | 1.06% | Add +11.3% | 18,842 | $5.2M |
| Objective Capital Management, LLC | 3.06% | — | 18,826 | $5.2M |
| McKinley Carter Wealth Services, Inc. | 0.31% | Reduce -3.0% | 18,443 | $5.1M |
| BlackRock, Inc. | 0.00% | — | 18,395 | $5.1M |
| Advisory Services Network, LLC | 0.10% | No change | 18,935 | $5.0M |
| Regions Financial Corp. | 0.03% | Reduce -0.4% | 16,498 | $4.6M |
| NewEdge Wealth, LLC | 0.08% | No change | 16,481 | $4.6M |
| Wealth Alliance, LLC | 0.54% | Add +6.1% | 16,423 | $4.5M |
| Fifth Third Securities, Inc. | 0.41% | Reduce -3.2% | 15,830 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -13.8% | 15,829 | $4.3M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +2.0% | 15,120 | $4.2M |
| Kelly Financial Services LLC | 1.53% | Add +6.8% | 15,092 | $4.2M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | No change | 14,865 | $4.1M |
| Welch & Forbes LLC | 0.05% | Add +17.5% | 14,280 | $4.0M |
| St. Clair Advisors, LLC | 1.08% | No change | 13,740 | $3.8M |
| Farther Finance Advisors, LLC | 0.14% | Add +0.8% | 13,625 | $3.8M |
| BBR Partners, LLC | 0.28% | No change | 13,441 | $3.7M |
| Peloton Wealth Strategists | 1.49% | Reduce -6.3% | 13,333 | $3.7M |
| Heritage Wealth Advisors | 0.17% | Reduce -0.2% | 13,304 | $3.7M |
| Measured Wealth Private Client Group, LLC | 1.23% | Reduce -9.6% | 13,278 | $3.7M |
| Quantinno Capital Management LP | 0.05% | Add +205.2% | 13,227 | $3.7M |
| Capital Investment Counsel, LLC | 0.62% | Add +252.8% | 12,949 | $3.6M |
| HM Payson & Co. | 0.06% | Reduce -0.2% | 12,667 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +8.8% | 12,600 | $3.5M |
| Alera Investment Advisors, LLC | 0.40% | Add +11.3% | 12,369 | $3.4M |
| Forthright Family Wealth Advisory LLC | 2.19% | Reduce -17.6% | 11,535 | $3.4M |
| Commerce Bank | 0.02% | Reduce -0.3% | 12,288 | $3.4M |
| Icon Wealth Advisors, LLC | 0.28% | Reduce -0.2% | 12,273 | $3.4M |
| ONE Advisory Partners, LLC | 1.47% | Reduce -1.0% | 12,142 | $3.4M |
| Comerica Bank | 0.01% | Reduce -8.0% | 12,081 | $3.3M |
| McAdam, LLC | 0.18% | Reduce -3.8% | 11,789 | $3.3M |
| &partners | 0.06% | Add +53.3% | 11,723 | $3.2M |
| Gries Financial LLC | 0.61% | Add +58.5% | 11,705 | $3.2M |
| Verus Capital Partners, LLC | 0.31% | Add +0.8% | 11,548 | $3.2M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -11.7% | 11,603 | $3.2M |
| Creegan & Nassoura Financial Group, LLC | 1.98% | No change | 11,361 | $3.1M |
| Csenge Advisory Group | 0.16% | Reduce -0.1% | 11,228 | $3.1M |
| Moneta Group Investment Advisors LLC | 0.05% | Add +6.9% | 11,293 | $3.1M |
| 9258 Wealth Management, LLC | 0.45% | Reduce -13.6% | 11,081 | $3.1M |
| TFG Advisers LLC | 1.10% | Reduce -0.1% | 11,012 | $3.0M |
| Black Swift Group, LLC | 0.67% | No change | 11,000 | $3.0M |
| Aviance Capital Partners, LLC | 0.40% | No change | 10,904 | $3.0M |
| Parallel Advisors, LLC | 0.07% | No change | 10,724 | $3.0M |
| Summit Financial, LLC | 0.12% | Add +2.3% | 10,652 | $2.9M |
| Providence First Trust Co | 1.24% | Add +0.9% | 10,579 | $2.9M |
| AMG National Trust Bank | 0.08% | Reduce -13.5% | 10,549 | $2.9M |
| CFS Investment Advisory Services, LLC | 0.25% | Add +23.8% | 10,548 | $2.9M |
| Tiaa Trust, National Association | 0.01% | Reduce -9.5% | 10,449 | $2.9M |
| National Bank of Canada | 0.00% | Reduce -0.2% | 10,085 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | No change | 9,807 | $2.7M |
| Global Wealth Strategies & Associates | 0.88% | Reduce -0.2% | 9,686 | $2.7M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +2.0% | 9,706 | $2.7M |
| St. Louis Trust Co | 0.37% | No change | 9,380 | $2.6M |
| KPP Advisory Services LLC | 0.62% | Reduce -18.9% | 9,287 | $2.6M |
| Ascent Group, LLC | 0.19% | Add +18.8% | 9,249 | $2.6M |
| Regal Investment Advisors LLC | 0.18% | Add +6.6% | 9,202 | $2.5M |
| Sentinel Pension Advisors, LLC | 0.48% | Add +13.3% | 9,055 | $2.5M |
| Pallas Capital Advisors LLC | 0.11% | Reduce -2.3% | 8,894 | $2.5M |
| Prudential Financial Inc. | 0.00% | Reduce -19.9% | 8,786 | $2.4M |
| Scotia Capital Inc. | 0.01% | Reduce -1.0% | 8,772 | $2.4M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -3.7% | 8,691 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -3.7% | 8,691 | $2.4M |
| Hemington Wealth Management | 0.63% | No change | 8,551 | $2.4M |
| JT Stratford LLC | 0.40% | Add +8.9% | 8,476 | $2.3M |
| Howe & Rusling Inc. | 0.20% | No change | 8,355 | $2.3M |
| Strategic Blueprint, LLC | 0.14% | Add +4.5% | 8,271 | $2.3M |
| Darwin Wealth Management, LLC | 0.62% | New | 8,186 | $2.3M |
| Parsons Capital Management Inc. | 0.14% | Add +16.6% | 8,177 | $2.3M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.82% | Add +0.7% | 8,108 | $2.2M |
| NWF Advisory Services Inc. | 0.32% | Add +10.1% | 8,064 | $2.2M |
| Horst & Graben Wealth Management LLC | 0.40% | Add +26.5% | 7,987 | $2.2M |
| My Legacy Advisors, LLC | 0.86% | Reduce -22.6% | 7,863 | $2.2M |
| Merit Financial Group, LLC | 0.05% | Reduce -30.1% | 7,843 | $2.2M |
| Argent Trust Co | 0.09% | No change | 7,788 | $2.2M |
| Tortoise Investment Management, LLC | 0.22% | Reduce -1.2% | 7,766 | $2.1M |
| Nwam LLC | 0.13% | New | 7,730 | $2.1M |
| Trail Ridge Investment Advisors, LLC | 1.00% | New | 7,508 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +14.6% | 7,517 | $2.1M |
| Founders Financial Securities LLC | 0.19% | Reduce -14.0% | 7,445 | $2.1M |
| Access Financial Services, Inc. | 0.94% | No change | 7,425 | $2.1M |
| High Falls Advisors, Inc | 0.47% | Add +24.6% | 7,382 | $2.0M |
| Rwa Wealth Partners, LLC | 0.02% | Add +0.1% | 7,185 | $2.0M |
| Walled Lake Planning & Wealth Management, LLC | 0.74% | Reduce -0.0% | 7,112 | $2.0M |
| Montag A & Associates Inc. | 0.09% | Reduce -6.5% | 7,105 | $2.0M |
| Beaumont Asset Management, L.L.C. | 1.14% | No change | 7,084 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -1.1% | 6,828 | $1.9M |
| Monograph Wealth Advisors, LLC | 0.25% | New | 6,868 | $1.9M |
| Perigon Wealth Management, LLC | 0.05% | Add +12.6% | 6,814 | $1.9M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -7.5% | 6,787 | $1.9M |
| KCM Investment Advisors LLC | 0.06% | Reduce -1.1% | 6,764 | $1.9M |
| Klingman & Associates, LLC | 0.12% | No change | 6,715 | $1.9M |
| Quadrant Private Wealth Management, LLC | 0.46% | Add +56.1% | 6,695 | $1.9M |
| Householder Group Estate & Retirement Specialist, LLC | 0.54% | Reduce -2.2% | 6,656 | $1.8M |
| Gladstone Institutional Advisory LLC | 0.09% | Reduce -1.9% | 6,577 | $1.8M |
| Palumbo Wealth Management LLC | 0.71% | Reduce -17.5% | 6,556 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | Add +134.6% | 6,503 | $1.8M |
| Robinson Smith Wealth Advisors LLC | 1.52% | No change | 6,479 | $1.8M |
| Sigma Planning Corp | 0.05% | Reduce -6.3% | 6,403 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +39.7% | 6,339 | $1.8M |
| Prosperity Wealth Management, Inc. | 0.70% | Reduce -35.3% | 6,330 | $1.8M |
| Townsquare Capital LLC | 0.02% | Add +1.7% | 6,296 | $1.7M |
| JFS Wealth Advisors, LLC | 0.12% | Add +0.7% | 6,288 | $1.7M |
| Optivise Advisory Services LLC | 0.89% | Add +6.3% | 6,086 | $1.7M |
| Shared Vision Wealth Group LLC | 0.90% | Add +15.4% | 6,062 | $1.7M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -2.3% | 6,030 | $1.7M |
| Beacon Financial Group | 0.18% | Add +11.0% | 5,978 | $1.7M |
| Brown Advisory Inc. | 0.00% | Add +0.9% | 5,940 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -10.9% | 5,929 | $1.6M |
| Mission Creek Capital Partners, Inc. | 0.38% | Add +0.1% | 5,877 | $1.6M |
| Mather Group, Llc. | 0.02% | Add +1.3% | 5,854 | $1.6M |
| Great Valley Advisor Group, Inc. | 0.04% | New | 5,845 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Add +9.3% | 5,710 | $1.6M |
| MAI Capital Management | 0.01% | Reduce -7.8% | 5,565 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Add +22.0% | 5,515 | $1.5M |
| Watershed Private Wealth LLC | 0.61% | Add +16.6% | 5,488 | $1.5M |
| Adirondack Trust Co. | 0.58% | Reduce -2.7% | 5,460 | $1.5M |
| Litman Gregory Wealth Management LLC | 0.13% | Add +0.5% | 5,433 | $1.5M |
| Mezzasalma Advisors, LLC | 0.59% | Add +27.5% | 5,416 | $1.5M |
| Composition Wealth, LLC | 0.03% | Reduce -0.5% | 5,405 | $1.5M |
| Uptick Partners, LLC | 0.63% | Add +1.9% | 5,341 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -1.5% | 5,239 | $1.4M |
| GTS Securities LLC | 0.03% | Reduce -75.8% | 5,215 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -0.2% | 5,208 | $1.4M |
| Assetmark, Inc. | 0.00% | Add +5.5% | 5,178 | $1.4M |
| Family Manage LLC | 0.24% | Add +18.7% | 5,108 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | No change | 4,942 | $1.4M |
| SeaBridge Investment Advisors LLC | 0.33% | New | 4,863 | $1.3M |
| Webster Bank, N. A. | 0.14% | Reduce -2.7% | 4,784 | $1.3M |
| Cedar Wealth Management, LLC | 0.41% | No change | 4,784 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -0.1% | 5,861 | $1.3M |
| Stephens Inc. | 0.02% | Reduce -22.4% | 4,702 | $1.3M |
| Allen Investment Management, LLC | 0.02% | No change | 4,689 | $1.3M |
| Curbstone Financial Management Corp | 0.28% | No change | 4,660 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | No change | 4,636 | $1.3M |
| Callan Family Office, LLC | 0.21% | Reduce -2.8% | 4,595 | $1.3M |
| Wealthgarden F.S. LLC | 1.23% | Add +1.2% | 4,568 | $1.3M |
| XML Financial, LLC | 0.12% | Reduce -0.1% | 4,538 | $1.3M |
| SOL Capital Management CO | 0.14% | Add +8.4% | 4,535 | $1.3M |
| Spire Wealth Management | 0.04% | Add +0.3% | 4,478 | $1.2M |
| Councilmark Asset Management, LLC | 0.83% | No change | 4,475 | $1.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.12% | Add +0.7% | 4,421 | $1.2M |
| Trust Point Inc. | 0.09% | No change | 4,390 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +12.7% | 4,378 | $1.2M |
| Certus Wealth Management, LLC | 0.83% | Reduce -52.7% | 4,331 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | No change | 4,290 | $1.2M |
| Fiduciary Group, LLC | 0.12% | Reduce -1.1% | 4,285 | $1.2M |
| Verum Partners LLC | 0.35% | Reduce -1.1% | 4,277 | $1.2M |
| Columbus Macro, LLC | 0.43% | No change | 4,255 | $1.2M |
| Liberty Wealth Management LLC | 0.20% | Reduce -89.2% | 4,218 | $1.2M |
| Madison Wealth Partners, Inc | 0.34% | Add +6.0% | 4,117 | $1.1M |
| Highland Capital Management, LLC | 0.06% | No change | 4,084 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -70.6% | 4,000 | $1.1M |
| Betterment LLC | 0.00% | Add +46.0% | 3,996 | $1.1M |
| Maxwell Wealth Strategies Inc. | 0.47% | No change | 3,941 | $1.1M |
| Stone House Investment Management, LLC | 0.23% | Add +3.9% | 3,938 | $1.1M |
| CPA Asset Management Group, LLC | 0.52% | No change | 3,901 | $1.1M |
| GC Wealth Management RIA, LLC | 0.19% | No change | 3,897 | $1.1M |
| Northside Capital Management, LLC | 0.17% | No change | 3,889 | $1.1M |
| Stonebrook Private Inc. | 0.28% | Reduce -57.3% | 3,882 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +13.0% | 3,839 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.04% | No change | 3,822 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +1.1% | 3,814 | $1.1M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -10.4% | 3,773 | $1.0M |
| Certified Advisory Corp | 0.12% | Add +68.9% | 3,766 | $1.0M |
| RCS Financial Planning, LLC | 0.58% | Reduce -4.3% | 3,761 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.03% | Reduce -3.0% | 3,761 | $1.0M |
| Hollow Brook Wealth Management LLC | 0.31% | Reduce -5.4% | 3,754 | $1.0M |
| Evergreen Capital Management LLC | 0.03% | Reduce -0.7% | 3,750 | $1.0M |
| Flow Traders U.S. LLC | 0.05% | Reduce -66.0% | 3,744 | $1.0M |
| Abner Herrman & Brock LLC | 0.12% | No change | 3,708 | $1.0M |
| Apexium Financial, LP | 0.07% | No change | 3,686 | $1.0M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.9% | 3,680 | $1.0M |
| USA Financial Formulas | 0.16% | Reduce -14.2% | 3,676 | $1.0M |
| Hoxton Planning & Management, LLC | 0.39% | Reduce -2.5% | 3,636 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.51% | Reduce -14.7% | 3,629 | $1.0M |
| Synovus Financial Corp. | 0.01% | Reduce -0.7% | 3,626 | $1.0M |
| Quotient Wealth Partners, LLC | 0.03% | Add +1.1% | 3,620 | $1.0M |
| Atria Investments, Inc | 0.01% | Reduce -10.8% | 3,620 | $1.0M |
| Concentric Wealth Management, LLC | 0.24% | No change | 3,600 | $996K |
| Coldstream Capital Management Inc. | 0.02% | Add +3.0% | 3,567 | $987K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Add +4.7% | 3,539 | $980K |
| Brighton Jones LLC | 0.04% | Reduce -45.9% | 3,504 | $970K |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -58.0% | 3,502 | $969K |
| RVW Wealth, LLC | 0.09% | No change | 3,486 | $965K |
| Checchi Capital Advisers, LLC | 0.07% | No change | 3,436 | $951K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +7.5% | 3,408 | $943K |
| Sheets Smith Wealth Management | 0.12% | Add +14.6% | 3,397 | $940K |
| Debussy Capital Management LP | 0.27% | Reduce -0.2% | 3,391 | $938K |
| Plancorp, LLC | 0.04% | No change | 3,375 | $934K |
| Western Wealth Management, LLC | 0.05% | Reduce -0.1% | 3,373 | $933K |
| Sequent Asset Management, LLC | 0.46% | Add +0.6% | 3,367 | $932K |
| Tudor Financial Inc. | 0.57% | — | 3,363 | $931K |
| Sachetta, LLC | 0.37% | No change | 3,355 | $929K |
| Theory Financial LLC | 0.41% | Add +26.4% | 3,366 | $926K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +2.8% | 3,325 | $920K |
| PBMares Wealth Management LLC | 0.19% | Reduce -4.9% | 3,308 | $916K |
| ShoreHaven Wealth Partners, LLC | 0.44% | Add +39.6% | 3,292 | $911K |
| Smith, Moore & Co. | 0.09% | Add +6.9% | 3,288 | $910K |
| Golden Road Advisors LLC | 0.71% | No change | 3,268 | $904K |
| Global Retirement Partners, LLC | 0.03% | Add +20.8% | 3,258 | $902K |
| RFG Advisory, LLC | 0.03% | Add +0.7% | 3,205 | $887K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 3,172 | $878K |
| VERITY Wealth Advisors | 0.61% | No change | 3,114 | $862K |
| RiverFront Investment Group, LLC | 0.02% | New | 3,111 | $861K |
| Burke & Herbert Bank & Trust Co. | 0.20% | No change | 3,088 | $855K |
| BLB&B Advisors, LLC | 0.04% | Reduce -4.8% | 3,083 | $853K |
| Sutton Place Investors LLC | 0.51% | Add +10.2% | 3,027 | $838K |
| DT Investment Partners, LLC | 0.07% | No change | 3,000 | $830K |
| Claro Advisors Inc. | 0.10% | Add +56.5% | 2,895 | $801K |
| Naples Global Advisors, LLC | 0.07% | Reduce -3.4% | 2,820 | $780K |
| Morningstar Investment Services LLC | 0.01% | Add +22.8% | 2,816 | $775K |
| Schnieders Capital Management LLC | 0.15% | No change | 2,789 | $772K |
| East Coast Asset Management, LLC. | 0.25% | No change | 2,746 | $760K |
| Alpha Financial Partners LLC | 0.53% | New | 2,679 | $742K |
| Ehrlich Financial Group | 0.53% | Add +4.8% | 2,679 | $742K |
| RHS Financial, LLC | 0.37% | New | 2,673 | $740K |
| Provident Wealth Management, LLC | 0.25% | No change | 2,668 | $738K |
| Able Wealth Management LLC | 0.56% | Reduce -3.9% | 2,648 | $733K |
| Financial Advocates Investment Management | 0.04% | Add +47.8% | 5,018 | $727K |
| Signet Financial Management, LLC | 0.09% | Reduce -0.2% | 2,616 | $724K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 2,614 | $723K |
| Bessemer Group Inc. | 0.00% | Add +48.6% | 2,600 | $720K |
| Breed's Hill Capital LLC | 0.59% | No change | 2,600 | $720K |
| Gimbal Financial | 0.46% | No change | 2,548 | $715K |
| Indiana Trust & Investment Management Co | 0.24% | Add +0.3% | 2,569 | $711K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -0.0% | 2,565 | $710K |
| Soundwatch Capital LLC | 0.11% | No change | 2,560 | $709K |
| First Trust Investment Solutions L.P. | 0.08% | New | 2,555 | $707K |
| Asset Management Group, Inc. | 0.10% | Reduce -1.2% | 2,555 | $707K |
| Diversified Trust Co. | 0.02% | Add +23.3% | 2,549 | $705K |
| Dentgroup LLC | 0.51% | Add +8.8% | 2,487 | $688K |
| Fullcircle Wealth LLC | 0.31% | Add +12.0% | 2,442 | $688K |
| Mission Wealth Management, LP | 0.02% | Reduce -1.9% | 2,467 | $683K |
| Flagship Private Wealth, LLC | 0.35% | Reduce -3.5% | 2,465 | $682K |
| Oliver Luxxe Assets LLC | 0.12% | Reduce -11.2% | 2,463 | $682K |
| First Citizens Financial Corp | 0.36% | Add +0.5% | 2,461 | $681K |
| Confluence Wealth Services, Inc. | 0.05% | Reduce -1.1% | 2,448 | $678K |
| Hourglass Capital, LLC | 0.18% | No change | 2,395 | $663K |
| Matthew Goff Investment Advisor, LLC | 0.12% | No change | 2,369 | $656K |
| Strait & Sound Wealth Management LLC | 0.32% | Add +36.8% | 2,353 | $651K |
| Howard Capital Management Group, LLC | 0.05% | No change | 2,345 | $649K |
| Tower Research Capital LLC (TRC) | 0.02% | New | 2,341 | $648K |
| ICONIQ Capital, LLC | 0.01% | Add +24.9% | 2,334 | $646K |
| Chemistry Wealth Management LLC | 0.15% | No change | 2,329 | $645K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -2.6% | 2,308 | $639K |
| Principal Securities, Inc. | 0.02% | Add +2.1% | 2,297 | $636K |
| DAVENPORT & Co LLC | 0.00% | Add +0.9% | 2,296 | $636K |
| WealthShield Partners, LLC | 0.09% | Reduce -2.8% | 2,289 | $634K |
| Personal Cfo Solutions, LLC | 0.09% | Add +32.3% | 2,266 | $627K |
| Salomon & Ludwin, LLC | 0.06% | No change | 2,258 | $625K |
| Fort Point Capital Partners LLC | 0.08% | Add +4.8% | 2,240 | $620K |
| Baron Wealth Management LLC | 0.30% | No change | 2,236 | $619K |
| Trifecta Capital Advisors, LLC | 0.13% | No change | 2,230 | $617K |
| Citizens Financial Group Inc. | 0.01% | Reduce -12.8% | 2,229 | $617K |
| Gen-Wealth Partners Inc | 0.27% | Add +4.1% | 2,166 | $609K |
| Portland Global Advisors LLC | 0.08% | No change | 2,191 | $606K |
| Fifth Third Wealth Advisors LLC | 0.04% | Add +2.6% | 2,188 | $606K |
| Paulson Wealth Management Inc. | 0.16% | No change | 2,188 | $606K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +0.5% | 2,180 | $603K |
| Weaver Consulting Group | 0.19% | No change | 2,174 | $602K |
| Eq LLC | 0.30% | Reduce -3.1% | 2,165 | $599K |
| Blue Trust, Inc. | 0.01% | Reduce -17.9% | 2,253 | $595K |
| Millennium Management | 0.00% | Add +14.3% | 2,139 | $592K |
| Diversify Advisory Services, LLC | 0.03% | Add +4.8% | 2,077 | $587K |
| Squarepoint Ops LLC | 0.00% | New | 2,108 | $583K |
| Mitchell Sinkler & Starr | 0.15% | No change | 2,098 | $581K |
| Northstar Asset Management Inc. | 0.14% | Reduce -5.9% | 2,091 | $579K |
| Lantz Financial LLC | 0.15% | No change | 2,052 | $568K |
| Transcend Capital Advisors, LLC | 0.04% | Add +5.9% | 2,020 | $559K |
| Lanark Financial, Inc. | 0.05% | Reduce -0.1% | 2,004 | $554K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.3% | 2,013 | $554K |
| HSBC Holdings PLC | 0.00% | No change | 2,000 | $554K |
| Bellecapital International Ltd. | 0.11% | No change | 1,996 | $552K |
| Benjamin Edwards Inc. | 0.01% | New | 1,985 | $549K |
| Independent Financial Group, LLC | 0.02% | Add +11.4% | 1,980 | $548K |
| Fidelis Capital Partners, LLC | 0.07% | No change | 1,954 | $546K |
| Elm Partners Management LLC | 0.04% | New | 1,960 | $542K |
| Neuberger Berman Group LLC | 0.00% | Add +3.8% | 1,944 | $538K |
| Independence Bank of Kentucky | 0.11% | New | 1,927 | $533K |
| First Horizon Advisors, Inc. | 0.01% | Add +3.1% | 1,902 | $527K |
| SkyOak Wealth, LLC | 0.12% | Add +1.4% | 1,893 | $524K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 1,868 | $522K |
| Lantern Wealth Advisors, LLC | 0.35% | Add +28.0% | 1,846 | $511K |
| Blue Bell Private Wealth Management, LLC | 0.10% | Add +2.7% | 1,841 | $510K |
| Willis Investment Counsel | 0.03% | No change | 1,841 | $510K |
| Citadel Advisors | 0.00% | Add +13.9% | 1,840 | $509K |
| Glenview Trust Co | 0.01% | No change | 1,831 | $507K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 1,824 | $505K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,817 | $503K |
| Arkadios Wealth Advisors | 0.03% | Add +51.7% | 1,802 | $499K |
| Transatlantique Private Wealth LLC | 0.19% | New | 1,798 | $498K |
| Apella Capital, LLC | 0.02% | Add +1.1% | 1,787 | $489K |
| NorthRock Partners, LLC | 0.02% | Add +0.3% | 1,743 | $482K |
| Beacon Bridge Wealth Partners, LLC | 0.21% | Reduce -0.3% | 1,740 | $482K |
| True Vision MN LLC | 0.29% | Add +2.8% | 1,731 | $479K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -55.7% | 1,722 | $477K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.1% | 1,721 | $476K |
| Beacon Financial Advisory LLC | 0.16% | Add +122.4% | 1,717 | $475K |
| Turtle Creek Wealth Advisors, LLC | 0.10% | No change | 1,714 | $474K |
| Calton & Associates, Inc. | 0.18% | New | 1,704 | $472K |
| Aspen Investment Management Inc | 0.22% | No change | 1,700 | $470K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 1,693 | $469K |
| Integrated Advisors Network LLC | 0.02% | Reduce -13.2% | 1,670 | $462K |
| Accelerate Investment Advisors LLC | 0.45% | — | 1,656 | $458K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 1,645 | $455K |
| United Asset Strategies, Inc. | 0.04% | No change | 1,643 | $455K |
| Birchcreek Wealth Management, LLC | 0.30% | No change | 1,628 | $451K |
| Magnus Financial Group LLC | 0.05% | Add +35.2% | 1,628 | $450K |
| Signal Advisors Wealth, LLC | 0.06% | New | 1,624 | $449K |
| High Probability Advisors, LLC | 0.08% | No change | 1,610 | $446K |
| Abacus Wealth Partners, LLC | 0.07% | No change | 1,604 | $444K |
| Florida Trust Wealth Management Co | 0.01% | No change | 1,597 | $442K |
| Lansing Street Advisors | 0.16% | Add +8.7% | 1,594 | $441K |
| PFG Advisors | 0.03% | Add +12.6% | 1,574 | $436K |
| Oldfather Financial Services, LLC | 0.17% | No change | 1,572 | $435K |
| Arcadia Wealth Management, LLC | 0.23% | Add +25.2% | 1,560 | $432K |
| MA Private Wealth | 0.08% | New | 1,542 | $427K |
| HighMark Wealth Management LLC | 0.23% | No change | 1,538 | $426K |
| Watts Gwilliam & Co., LLC | 0.09% | — | 1,535 | $425K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.2% | 1,527 | $423K |
| Apeiron RIA LLC | 0.12% | Add +2.7% | 1,520 | $421K |
| Platte River Wealth Advisors, LLC | 0.11% | No change | 1,520 | $421K |
| Gould Asset Management LLC | 0.09% | No change | 1,509 | $418K |
| Financial Counselors Inc. | 0.01% | New | 1,487 | $412K |
| King Wealth Management Group | 0.06% | No change | 1,484 | $411K |
| Capital Wealth Alliance, LLC | 0.24% | Reduce -5.5% | 1,473 | $408K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 1,465 | $406K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -28.2% | 1,454 | $402K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 1,447 | $400K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 1,443 | $399K |
| Aprio Wealth Management, LLC | 0.06% | No change | 1,429 | $395K |
| Savant Capital, LLC | 0.00% | Add +12.8% | 1,410 | $390K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -0.8% | 1,400 | $387K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,394 | $386K |
| Old Port Advisors | 0.11% | No change | 1,390 | $385K |
| Scientech Research LLC | 0.08% | New | 1,389 | $384K |
| World Investment Advisors | 0.01% | New | 1,375 | $381K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 1,365 | $377K |
| International Assets Investment Management, LLC | 0.03% | Add +14.2% | 1,355 | $375K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +18.9% | 1,353 | $375K |
| Focused Wealth Management, Inc | 0.05% | Reduce -0.4% | 1,350 | $374K |
| Flputnam Investment Management Co. | 0.01% | No change | 1,346 | $373K |
| Maia Wealth LLC | 0.09% | Add +6.3% | 1,307 | $367K |
| Skyline Advisors, Inc. | 0.15% | New | 1,323 | $366K |
| Spinnaker Trust | 0.02% | No change | 1,321 | $366K |
| WPWealth LLP | 0.08% | No change | 1,318 | $365K |
| Sierra Summit Advisors LLC | 0.08% | New | 1,317 | $364K |
| Bricktown Capital, LLC | 0.07% | Reduce -43.6% | 1,294 | $358K |
| Seneca House Advisors | 0.15% | Add +0.2% | 1,286 | $356K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -2.7% | 1,282 | $355K |
| Romano Brothers and Company | 0.04% | Reduce -0.8% | 1,270 | $351K |
| Tompkins Financial Corp. | 0.03% | No change | 1,258 | $348K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.3% | 1,257 | $348K |
| Elevated Capital Advisors, LLC | 0.09% | New | 1,249 | $346K |
| TNF LLC | 0.12% | Reduce -1.3% | 1,230 | $345K |
| High Note Wealth, LLC | 0.10% | Reduce -6.3% | 1,243 | $344K |
| Advus Financial Partners, LLC | 0.10% | Reduce -38.8% | 1,239 | $343K |
| Foster & Motley Inc. | 0.02% | New | 1,234 | $342K |
| 1900 Wealth Management LLC | 0.03% | Reduce -17.0% | 1,234 | $342K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,226 | $339K |
| AdvisorNet Financial, Inc | 0.03% | Add +88.0% | 1,224 | $339K |
| Banque Pictet & Cie SA | 0.00% | No change | 1,220 | $338K |
| Aft, Forsyth & Company, Inc. | 0.17% | No change | 1,210 | $335K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 1,210 | $335K |
| Leith Wheeler Investment Counsel Ltd. | 0.02% | No change | 1,200 | $332K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 1,195 | $331K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -1.0% | 1,192 | $330K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | New | 1,191 | $330K |
| Raymond James Trust N.A. | 0.01% | Add +37.2% | 1,177 | $326K |
| Summit Wealth Partners, LLC | 0.06% | No change | 1,176 | $325K |
| IHT Wealth Management, LLC | 0.01% | Add +9.1% | 1,176 | $325K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -1.2% | 1,171 | $324K |
| Freedom Investment Management, Inc. | 0.03% | New | 1,162 | $322K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +43.1% | 1,159 | $321K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | No change | 1,156 | $320K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -17.4% | 1,137 | $315K |
| Austin Private Wealth, LLC | 0.03% | Reduce -0.3% | 1,131 | $313K |
| Cannell & Spears LLC | 0.01% | Add +0.1% | 1,127 | $312K |
| Flagship Harbor Advisors, LLC | 0.02% | New | 1,125 | $311K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.2% | 1,123 | $311K |
| BIP Wealth, LLC | 0.02% | No change | 1,121 | $310K |
| BOS Asset Management, LLC | 0.11% | No change | 1,114 | $308K |
| Bleakley Financial Group, LLC | 0.01% | No change | 1,114 | $308K |
| Marshall Wace, LLP | 0.00% | New | 1,114 | $308K |
| Optas, LLC | 0.07% | No change | 1,110 | $307K |
| Ballentine Partners, LLC | 0.01% | No change | 1,110 | $307K |
| Melfa Wealth Management, Inc. | 0.20% | New | 1,098 | $304K |
| First Financial Corp. | 0.14% | No change | 1,096 | $303K |
| Main Street Financial Solutions, LLC | 0.03% | Add +1.9% | 1,069 | $296K |
| Marco Investment Management LLC | 0.03% | No change | 1,050 | $291K |
| Ade, LLC | 0.18% | No change | 1,045 | $289K |
| Planned Solutions, Inc. | 0.12% | No change | 1,042 | $288K |
| Bradley Foster & Sargent Inc. | 0.00% | No change | 1,039 | $288K |
| Sovereign Financial Group, Inc. | 0.07% | Add +0.3% | 1,037 | $287K |
| Traynor Capital Management, Inc. | 0.02% | Add +0.2% | 1,027 | $284K |
| Brookstone Capital Management | 0.00% | Reduce -17.9% | 1,025 | $284K |
| Jacobi Capital Management LLC | 0.02% | No change | 1,025 | $284K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 1,025 | $284K |
| Whittier Trust Co. | 0.00% | No change | 1,024 | $283K |
| Ewa, LLC | 0.10% | Add +2.1% | 983 | $283K |
| SPC Financial, Inc. | 0.02% | No change | 1,020 | $282K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,020 | $282K |
| Cambridge Financial Group, LLC | 0.12% | No change | 1,012 | $280K |
| Asset Dedication, LLC | 0.02% | No change | 1,012 | $280K |
| ForthRight Wealth Management, LLC | 0.09% | No change | 1,012 | $280K |
| PFG Investments, LLC | 0.02% | Add +7.0% | 1,003 | $278K |
| Chronos Wealth Management, LLC | 0.14% | No change | 1,002 | $277K |
| Madison Asset Management, LLC | 0.00% | No change | 1,002 | $277K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 1,000 | $277K |
| Williamson Legacy Group, LLC | 0.18% | Add +5.1% | 995 | $275K |
| Meridian Wealth Management, LLC | 0.01% | New | 983 | $272K |
| Colonial Trust Advisors | 0.02% | No change | 975 | $270K |
| TCV Trust & Wealth Management, Inc. | 0.02% | No change | 965 | $267K |
| Aptus Capital Advisors, LLC | 0.00% | Add +111.7% | 963 | $267K |
| Hanover Advisors Inc. | 0.11% | No change | 950 | $263K |
| Greenleaf Trust | 0.00% | No change | 950 | $263K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 949 | $263K |
| Lyell Wealth Management, LP | 0.02% | No change | 940 | $260K |
| Atlantic Union Bankshares Corp | 0.02% | No change | 937 | $259K |
| FLC Capital Advisors | 0.06% | No change | 936 | $259K |
| Crewe Advisors LLC | 0.03% | Add +53.5% | 933 | $258K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +15.1% | 913 | $257K |
| Focus Financial Network, Inc. | 0.01% | Add +0.2% | 929 | $257K |
| Future Financial Wealth Managment LLC | 0.18% | Reduce -10.3% | 928 | $257K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 926 | $256K |
| First Merchants Corp. | 0.01% | No change | 915 | $253K |
| Essex Financial Services, Inc. | 0.02% | No change | 890 | $252K |
| Wealth Architects, LLC | 0.03% | No change | 900 | $249K |
| Thomas Story & Son LLC | 0.10% | No change | 900 | $249K |
| Garde Capital, Inc. | 0.02% | No change | 896 | $248K |
| Clare Market Investments LLC | 0.06% | No change | 895 | $248K |
| Global Wealth Management, LLC | 0.17% | — | 887 | $245K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.3% | 885 | $245K |
| Sax Wealth Advisors, LLC | 0.02% | New | 881 | $244K |
| AlTi Global, Inc. | 0.01% | New | 880 | $244K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | No change | 871 | $241K |
| Heritage Wealth Management, Inc. | 0.22% | No change | 870 | $241K |
| Napatree Capital LLC | 0.17% | No change | 870 | $241K |
| Essex Bank | 0.06% | No change | 870 | $241K |
| Chesley Taft & Associates LLC | 0.01% | No change | 870 | $241K |
| SigFig Wealth Management, LLC | 0.01% | Add +0.1% | 869 | $239K |
| Arthur M. Cohen & Associates, LLC | 0.04% | Add +0.2% | 873 | $239K |
| Game Plan Financial Advisors, LLC | 0.13% | No change | 862 | $239K |
| Soltis Investment Advisors LLC | 0.02% | Add +4.9% | 856 | $237K |
| Good Life Advisors, LLC | 0.01% | New | 854 | $236K |
| Enzi Wealth | 0.09% | No change | 834 | $235K |
| Moloney Securities Asset Management, LLC | 0.03% | No change | 846 | $234K |
| Harbour Investments, Inc. | 0.01% | Add +5.1% | 845 | $234K |
| Capital Square, LLC | 0.14% | New | 836 | $231K |
| Aaron Wealth Advisors LLC | 0.03% | No change | 828 | $229K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.6% | 825 | $228K |
| WBH Advisory Inc. | 0.02% | Reduce -1.2% | 823 | $228K |
| Bell Bank | 0.03% | No change | 822 | $227K |
| McGuire Investment Group, LLC | 0.03% | No change | 821 | $227K |
| Welch Group, LLC | 0.01% | No change | 820 | $227K |
| Byrne Asset Management LLC | 0.16% | New | 813 | $225K |
| Sheridan Capital Management, LLC | 0.16% | No change | 812 | $225K |
| SevenBridge Financial Group, LLC | 0.04% | New | 776 | $225K |
| Gsa Capital Partners LLP | 0.02% | Reduce -51.6% | 808 | $224K |
| HTLF Bank | 0.02% | No change | 807 | $223K |
| Aspire Private Capital, LLC | 0.05% | Add +11.5% | 804 | $223K |
| Vestia Personal Wealth Advisors | 0.21% | Reduce -0.1% | 804 | $223K |
| Lwmg, LLC | 0.04% | Reduce -1.0% | 800 | $221K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +0.3% | 799 | $221K |
| Weybosset Research & Management LLC | 0.07% | No change | 800 | $221K |
| Simplicity Wealth,LLC | 0.02% | Reduce -58.7% | 796 | $220K |
| Pacific Sage Partners, LLC | 0.05% | No change | 794 | $220K |
| Strategic Financial Concepts, LLC | 0.07% | Reduce -99.6% | 792 | $219K |
| WealthCollab, LLC | 0.14% | No change | 787 | $218K |
| Creative Financial Designs Inc. | 0.02% | Add +222.3% | 780 | $216K |
| Johnson Financial Group, Inc. | 0.01% | New | 775 | $214K |
| Pictet North America Advisors SA | 0.02% | No change | 765 | $212K |
| Modera Wealth Management, LLC | 0.00% | No change | 759 | $210K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -21.0% | 758 | $210K |
| Rockingstone Advisors LLC | 0.10% | Reduce -62.5% | 750 | $208K |
| Legacy Wealth Management, LLC / MS | 0.08% | New | 750 | $208K |
| American Financial Advisors, LLC | 0.03% | New | 745 | $206K |
| TCP Asset Management, LLC | 0.05% | New | 740 | $205K |
| CoreCap Advisors, LLC | 0.01% | New | 739 | $205K |
| Caprock Group, LLC | 0.01% | Reduce -13.0% | 734 | $203K |
| Crescent Grove Advisors, LLC | 0.02% | New | 734 | $203K |
| First Foundation Advisors | 0.01% | New | 725 | $201K |
| LGT Financial Advisors LLC | 0.49% | Add +11.6% | 723 | $200K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 708 | $196K |
| Barclays PLC | 0.00% | No change | 700 | $194K |
| Reston Wealth Management LLC | 0.07% | New | 694 | $192K |
| WR Wealth Planners, LLC | 0.05% | Add +2.1% | 691 | $191K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | New | 676 | $187K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -61.0% | 655 | $181K |
| Deutsche Bank AG | 0.00% | No change | 646 | $179K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 632 | $175K |
| West Branch Capital LLC | 0.06% | Add +0.3% | 611 | $169K |
| Grove Bank & Trust | 0.02% | Reduce -21.1% | 573 | $159K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -16.2% | 558 | $154K |
| Centaurus Financial, Inc. | 0.01% | Reduce -9.5% | 534 | $148K |
| MeadowBrook Investment Advisors LLC | 0.13% | Reduce -10.0% | 522 | $144K |
| United Community Bank | 0.05% | No change | 475 | $131K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 451 | $125K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 450 | $125K |
| North Star Investment Management Corp. | 0.01% | Add +0.2% | 449 | $124K |
| Avior Wealth Management, LLC | 0.00% | Reduce -7.3% | 420 | $116K |
| Smartleaf Asset Management LLC | 0.01% | No change | 396 | $109K |
| Private Trust Co. NA | 0.01% | Reduce -60.2% | 388 | $107K |
| Acropolis Investment Management, LLC | 0.01% | No change | 387 | $107K |
| Balentine LLC | 0.00% | No change | 382 | $106K |
| Transcendent Capital Group LLC | 0.05% | Reduce -97.5% | 381 | $105K |
| Painted Porch Advisors LLC | 0.05% | Reduce -2.6% | 372 | $103K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +168.1% | 370 | $102K |
| Allworth Financial LP | 0.00% | No change | 364 | $101K |
| Coppell Advisory Solutions LLC | 0.01% | Add +3900.0% | 360 | $99K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 332 | $92K |
| Bokf, NA | 0.00% | No change | 331 | $91K |
| Cyrus J. Lawrence, LLC | 0.02% | No change | 300 | $83K |
| PrairieView Partners, LLC | 0.01% | No change | 300 | $83K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 299 | $83K |
| TruNorth Capital Management, LLC | 0.02% | No change | 294 | $81K |
| Abound Wealth Management | 0.02% | No change | 270 | $75K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +30.5% | 265 | $73K |
| Colonial Trust Co / SC | 0.01% | No change | 264 | $73K |
| Northwest Capital Management Inc | 0.03% | No change | 263 | $73K |
| ORG Partners LLC | 0.01% | Reduce -1.5% | 261 | $72K |
| PSI Advisors, LLC | 0.02% | No change | 255 | $71K |
| Islay Capital Management, LLC | 0.05% | Reduce -19.4% | 250 | $69K |
| True Wealth Design, LLC | 0.03% | No change | 250 | $69K |
| Eastern Bank | 0.00% | New | 249 | $69K |
| Larson Financial Group LLC | 0.00% | Reduce -87.8% | 245 | $68K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 241 | $67K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -14.9% | 240 | $66K |
| Barrett & Company, Inc. | 0.03% | Add +0.8% | 239 | $66K |
| Rhumbline Advisers | 0.00% | Reduce -46.2% | 233 | $64K |
| Cape Investment Advisory, Inc. | 0.03% | Add +954.5% | 232 | $64K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 224 | $62K |
| American National Bank & Trust | 0.01% | No change | 222 | $61K |
| Coston, McIsaac & Partners | 0.02% | No change | 207 | $57K |
| Hilltop National Bank | 0.02% | No change | 198 | $55K |
| Wintrust Investments LLC | 0.04% | Reduce -90.0% | 189 | $52K |
| Concord Wealth Partners | 0.01% | No change | 179 | $50K |
| Hantz Financial Services, Inc. | 0.00% | Add +96.7% | 177 | $49K |
| Authentikos Wealth Advisory, LLC | 0.05% | New | 177 | $49K |
| Talon Private Wealth, LLC | 0.01% | — | 158 | $44K |
| Archer Investment Corp | 0.01% | No change | 153 | $42K |
| Marquette Associates, Inc. | 0.03% | No change | 150 | $42K |
| Anfield Capital Management, LLC | 0.02% | No change | 148 | $41K |
| Robinswood Financial LLC | 0.01% | New | 133 | $37K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $36K |
| Toth Financial Advisory Corp. | 0.00% | No change | 116 | $32K |
| NBT Bank, N.A. | 0.00% | Add +0.9% | 116 | $32K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 106 | $29K |
| JDM Financial Group LLC | 0.01% | Reduce -46.0% | 100 | $28K |
| FWL Investment Management, LLC | 0.01% | New | 100 | $28K |
| Operose Advisors LLC | 0.01% | No change | 100 | $28K |
| MCF Advisors LLC | 0.00% | Reduce -22.3% | 94 | $26K |
| UMB Bank, n.a. | 0.00% | No change | 91 | $25K |
| TFC Financial Management, Inc. | 0.00% | No change | 90 | $25K |
| Country Trust Bank | 0.00% | No change | 88 | $24K |
| Gilliland Jeter Wealth Management LLC | 0.01% | Add +33.9% | 87 | $24K |
| Trust Co | 0.00% | No change | 87 | $24K |
| GAMMA Investing LLC | 0.00% | No change | 85 | $24K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 84 | $23K |
| Laurel Wealth Advisors LLC | 0.00% | New | 78 | $22K |
| Evermay Wealth Management LLC | 0.00% | No change | 77 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 76 | $21K |
| Quadrant Capital Group LLC | 0.00% | Reduce -48.0% | 76 | $21K |
| Alaska Wealth Advisors, LLC | 0.00% | New | 75 | $21K |
| Pineridge Advisors LLC | 0.01% | No change | 67 | $19K |
| Park Place Capital Corp | 0.01% | No change | 65 | $18K |
| Caldwell Trust Co | 0.00% | No change | 64 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 64 | $18K |
| Geneos Wealth Management Inc. | 0.00% | No change | 58 | $16K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 54 | $15K |
| Family Asset Management, LLC | 0.01% | New | 52 | $14K |
| WASHINGTON TRUST Co | 0.00% | New | 52 | $14K |
| DecisionPoint Financial, LLC | 0.00% | Add +325.0% | 51 | $14K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 50 | $14K |
| Flaharty Asset Management, LLC | 0.00% | New | 50 | $14K |
| Sandy Spring Bank | 0.00% | No change | 50 | $14K |
| Private Capital Management LLC | 0.00% | No change | 47 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +2.1% | 48 | $13K |
| Breakwater Investment Management | 0.01% | No change | 45 | $12K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 45 | $12K |
| Angeles Wealth Management, LLC | 0.00% | No change | 43 | $12K |
| Clear Point Advisors Inc. | 0.01% | No change | 42 | $12K |
| Raleigh Capital Management Inc. | 0.00% | New | 39 | $11K |
| Venturi Wealth Management, LLC | 0.00% | No change | 39 | $11K |
| Halpern Financial, Inc. | 0.00% | New | 39 | $11K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 38 | $11K |
| IMA Advisory Services, Inc. | 0.00% | New | 38 | $11K |
| Key Financial Inc | 0.00% | No change | 37 | $10K |
| Paladin Advisory Group, LLC | 0.01% | No change | 36 | $10K |
| Dunhill Financial, LLC | 0.01% | No change | 35 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 34 | $9K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 33 | $9K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 32 | $9K |
| New Republic Capital, LLC | 0.00% | No change | 31 | $9K |
| Aspire Wealth Management Corp | 0.00% | No change | 27 | $7K |
| Silicon Valley Capital Partners | 0.00% | New | 25 | $7K |
| Grand Wealth Management, LLC | 0.00% | New | 25 | $7K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 24 | $7K |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -33.3% | 22 | $6K |
| ESL Trust Services, LLC | 0.00% | No change | 21 | $6K |
| Alpine Bank Wealth Management | 0.00% | — | 20 | $6K |
| Delta Asset Management LLC | 0.00% | New | 19 | $5K |
| MGB Wealth Management, LLC | 0.00% | No change | 15 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 14 | $4K |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 14 | $4K |
| Chilton Capital Management LLC | 0.00% | No change | 14 | $4K |
| CENTRAL TRUST Co | 0.00% | New | 14 | $4K |
| Thompson Investment Management, Inc. | 0.00% | No change | 13 | $4K |
| St Germain D J Co. Inc. | 0.00% | No change | 9 | $2K |
| Rakuten Securities, Inc. | 0.00% | Reduce -71.4% | 6 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 6 | $2K |
| Phillips Financial Management, LLC | 0.00% | No change | 5 | $1K |
| Kessler Investment Group, LLC | 0.00% | New | 5 | $1K |
| Caitlin John, LLC | 0.00% | No change | 4 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 4 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.8% | 4 | $1K |
| Resources Management Corp. /CT/ | 0.00% | No change | 2 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $554 |
"% 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.