iShares S&P 100 ETFOEFETF
13F holders, Q4 2024 (December 31)858holders +70
65new positions
45sold out
5famous investors
$287.04avg. 13F price*
At the end of Q4 2024, 858 institutions reported holding iShares S&P 100 ETF (OEF) in their 13F filings, up 70 from Q3 2024. 65 opened new positions and 45 sold out. The largest holders were Bank of America Corp. ($1.7B), Fifth Third Bancorp ($682.8M) and Jones Financial Companies LLLP ($556.0M). 5 famous investors held it, including Paul Tudor Jones (0.0% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $115.1M |
| Exits | 45 | $70.7M |
All 13F filers, Q3 2024 → Q4 2024: 2,012,331 shares bought and 3,178,077 shares sold, net −1,165,746 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 858 holders
| Bank of America Corp. | 0.16% | Add +1.4% | 5,947,478 | $1.7B |
| Fifth Third Bancorp | 2.48% | Reduce -0.1% | 2,363,968 | $682.8M |
| Jones Financial Companies LLLP | 0.53% | Add +2.1% | 1,924,969 | $556.0M |
| JPMorgan Chase & Co. | 0.03% | Reduce -4.8% | 1,423,103 | $411.1M |
| Morgan Stanley | 0.03% | Add +13.2% | 1,340,932 | $387.3M |
| Goldman Sachs Group Inc. | 0.06% | Add +3.7% | 1,140,007 | $329.3M |
| Cresset Asset Management, LLC | 1.58% | Reduce -48.5% | 1,137,363 | $328.5M |
| Ieq Capital, LLC | 2.24% | Reduce -1.2% | 801,768 | $231.6M |
| LPL Financial LLC | 0.09% | Add +16.1% | 795,013 | $229.6M |
| Merriman Wealth Management, LLC | 9.01% | Reduce -1.6% | 749,310 | $216.4M |
| UBS Group AG | 0.05% | Reduce -5.5% | 701,507 | $202.6M |
| Wells Fargo & Company | 0.05% | Add +15.1% | 701,241 | $202.6M |
| Envestnet Asset Management Inc. | 0.06% | Add +8.1% | 684,408 | $197.7M |
| PNC Financial Services Group, Inc. | 0.10% | Add +2.8% | 498,015 | $143.9M |
| Evoke Wealth, LLC | 3.49% | Reduce -1.9% | 433,469 | $125.2M |
| NorthCoast Asset Management LLC | 0.54% | Add +0.4% | 377,171 | $108.9M |
| Raymond James Financial Inc. | 0.03% | — | 318,399 | $92.0M |
| Two Sigma Investments, LP | 0.19% | Add +150.1% | 276,400 | $79.8M |
| Ameriprise Financial Inc. | 0.02% | Add +4.9% | 254,570 | $73.5M |
| CM Wealth Advisors LLC | 20.85% | Reduce -12.3% | 220,819 | $63.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +9.9% | 208,149 | $60.1M |
| Mariner, LLC | 0.10% | Reduce -0.2% | 205,425 | $59.4M |
| Bank of Montreal | 0.03% | Add +2.0% | 184,512 | $53.3M |
| Cerity Partners LLC | 0.11% | Add +13.0% | 180,721 | $52.2M |
| Demars Financial Group, LLC | 22.20% | Reduce -1.9% | 175,582 | $50.7M |
| Bluespring Wealth Management, LLC | 5.19% | Add +8.5% | 175,079 | $50.6M |
| Citigroup Inc. | 0.05% | Reduce -8.8% | 172,837 | $49.9M |
| FMR LLC | 0.00% | Reduce -0.3% | 169,958 | $49.1M |
| Signaturefd, LLC | 0.93% | Reduce -1.8% | 168,870 | $48.8M |
| Agf Management Ltd. | 0.24% | Reduce -7.3% | 164,215 | $47.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +7.2% | 161,795 | $46.7M |
| Sanctuary Advisors, LLC | 0.28% | Add +1.9% | 152,313 | $45.1M |
| Royal Bank of Canada | 0.01% | Add +9.9% | 153,495 | $44.3M |
| Alps Advisors Inc. | 0.28% | Reduce -6.9% | 151,357 | $43.7M |
| Old National Bancorp | 1.02% | Reduce -20.0% | 149,587 | $43.2M |
| Financial Partners Group, Inc | 5.89% | Reduce -2.5% | 139,715 | $40.4M |
| Lockheed Martin Investment Management Co. | 1.56% | New | 135,400 | $39.1M |
| Cwm, LLC | 0.15% | Reduce -14.6% | 129,116 | $37.3M |
| OneDigital Investment Advisors LLC | 0.43% | Reduce -4.5% | 127,307 | $36.8M |
| Dorsey & Whitney Trust CO LLC | 1.99% | No change | 124,761 | $36.0M |
| Altus Wealth Management, LLC | 15.12% | Add +1.9% | 117,029 | $33.8M |
| Vicus Capital | 2.81% | Add +2.4% | 109,420 | $31.6M |
| First Pacific Financial | 7.32% | Reduce -2.6% | 108,988 | $31.5M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +13.3% | 108,109 | $31.2M |
| Oakworth Capital, Inc. | 2.14% | Reduce -0.5% | 107,755 | $31.1M |
| Fsa Wealth Partners, Inc. | 7.23% | Add +1.3% | 106,650 | $30.8M |
| Pathstone Holdings, LLC | 0.13% | Add +1.6% | 101,153 | $29.2M |
| Dakota Wealth Management | 0.67% | Add +9.4% | 100,780 | $29.1M |
| Steward Partners Investment Advisory, LLC | 0.26% | Reduce -0.7% | 99,757 | $28.8M |
| IFP Advisors, Inc | 0.94% | Reduce -2.7% | 99,630 | $28.8M |
| Financial Enhancement Group LLC | 4.14% | New | 94,826 | $27.1M |
| Amplius Wealth Advisors, LLC | 2.77% | Add +2.9% | 93,555 | $27.0M |
| Aveo Capital Partners, LLC | 2.64% | Reduce -1.8% | 83,489 | $24.1M |
| Cetera Investment Advisers | 0.05% | Add +13.0% | 81,402 | $23.5M |
| Harbour Trust & Investment Management Co | 2.57% | Add +0.3% | 78,235 | $22.6M |
| Osaic Holdings, Inc. | 0.05% | Add +5.0% | 77,428 | $22.4M |
| Captrust Financial Advisors | 0.06% | Add +0.1% | 77,240 | $22.3M |
| M&T Bank Corp | 0.07% | Add +0.0% | 76,071 | $22.0M |
| One Capital Management, LLC | 0.68% | Reduce -0.4% | 71,140 | $20.5M |
| Merit Financial Group, LLC | 0.37% | Add +805.0% | 70,978 | $20.5M |
| Select Asset Management & Trust | 7.82% | Reduce -19.2% | 69,849 | $20.2M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -45.7% | 68,591 | $19.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +0.3% | 68,089 | $19.7M |
| Patten & Patten Inc. | 1.28% | Reduce -1.1% | 67,284 | $19.4M |
| Moneco Advisors, LLC | 1.97% | Reduce -8.0% | 64,785 | $18.7M |
| MML Investors Services, LLC | 0.06% | Add +6.0% | 62,175 | $18.0M |
| Panoramic Capital Partners, LLC | 15.61% | — | 61,489 | $17.8M |
| Wealth Forward, LLC | 12.47% | Add +4.1% | 61,203 | $17.7M |
| Fisher Asset Management | 0.01% | Reduce -5.7% | 60,955 | $17.6M |
| Avid Wealth Partners LLC | 11.97% | Reduce -15.5% | 58,348 | $16.9M |
| Park Avenue Securities LLC | 0.17% | Add +7.7% | 58,163 | $16.8M |
| Stifel Financial Corp. | 0.02% | Add +16.0% | 58,091 | $16.8M |
| Keybank National Association | 0.06% | Add +4.9% | 56,949 | $16.4M |
| Jackson Wealth Management, LLC | 1.80% | Add +8.8% | 54,842 | $15.8M |
| Brown Brothers Harriman & Co. | 0.11% | Add +2.0% | 53,838 | $15.6M |
| AE Wealth Management LLC | 0.13% | Add +53.1% | 52,809 | $15.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +232.4% | 52,613 | $15.2M |
| MB Generational Wealth, LLC | 10.88% | Reduce -0.3% | 51,359 | $14.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +90.4% | 50,796 | $14.7M |
| Country Club Bank | 0.98% | Reduce -0.3% | 50,260 | $14.6M |
| Northern Trust Corp. | 0.00% | Add +1.1% | 49,024 | $14.2M |
| Roof Eidam Maycock Peralta, LLC | 3.60% | Reduce -4.0% | 48,288 | $13.9M |
| Investors Research Corp | 3.04% | Add +4.5% | 47,903 | $13.8M |
| Keebeck Wealth Management | 1.95% | Add +0.3% | 46,806 | $13.5M |
| Truist Financial Corp. | 0.02% | Add +8.8% | 46,566 | $13.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +30.6% | 46,305 | $13.4M |
| Lineweaver Wealth Advisors, LLC | 2.46% | Reduce -3.0% | 46,023 | $13.3M |
| Ancora Advisors LLC | 0.30% | Add +134.4% | 45,821 | $13.2M |
| Quest Investment Management LLC | 1.52% | Reduce -7.0% | 45,403 | $13.1M |
| One Wealth Advisors, LLC | 1.92% | Add +2.8% | 44,907 | $13.0M |
| Waverly Advisors, LLC | 0.20% | Add +32.6% | 44,741 | $12.9M |
| US Bancorp \de | 0.02% | Reduce -1.6% | 43,084 | $12.4M |
| Redwood Investment Management, LLC | 1.20% | Reduce -7.8% | 42,488 | $12.3M |
| GeoWealth Management, LLC | 0.39% | Add +98.3% | 41,572 | $12.0M |
| TABR Capital Management, LLC | 10.26% | — | 40,537 | $11.7M |
| Geller Advisors LLC | 0.77% | Add +5.0% | 40,390 | $11.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.6% | 40,299 | $11.6M |
| Carnegie Investment Counsel | 0.33% | Add +4.3% | 39,288 | $11.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +21.6% | 39,192 | $11.3M |
| Creative Planning | 0.01% | Add +0.2% | 38,599 | $11.1M |
| Arcadia Investment Advisors LLC | 6.07% | Reduce -4.8% | 38,574 | $11.1M |
| Robertson Stephens Wealth Management, LLC | 0.38% | Add +0.7% | 36,961 | $10.7M |
| Detalus Advisors, LLC | 3.48% | Add +0.4% | 36,604 | $10.6M |
| Avantax Advisory Services, Inc. | 0.07% | Add +14.7% | 36,411 | $10.5M |
| Turtle Creek Wealth Advisors, LLC | 2.41% | Add +2010.2% | 36,168 | $10.4M |
| Affinity Capital Advisors, LLC | 1.95% | Add +6.1% | 35,853 | $10.4M |
| Segment Wealth Management, LLC | 0.69% | No change | 35,236 | $10.2M |
| Quantinno Capital Management LP | 0.10% | Add +163.5% | 34,852 | $10.1M |
| Continuum Advisory, LLC | 1.28% | Add +0.5% | 34,597 | $10.0M |
| Legacy Advisors, LLC | 0.96% | Add +0.0% | 34,404 | $9.9M |
| TSA Wealth Managment LLC | 4.03% | Reduce -1.3% | 34,251 | $9.9M |
| Bank of New York Mellon Corp | 0.00% | Add +1.1% | 33,959 | $9.8M |
| Atticus Wealth Management, LLC | 3.00% | Add +0.1% | 33,441 | $9.7M |
| Roble, Belko & Company, Inc | 1.53% | Add +0.2% | 33,416 | $9.7M |
| Schorn Wealth LLC | 3.12% | Reduce -1.5% | 33,233 | $9.6M |
| Capital Analysts, LLC | 0.38% | Reduce -0.7% | 32,866 | $9.5M |
| Client First Capital LLC | 4.72% | Add +9.6% | 31,801 | $9.2M |
| Canal Capital Management, LLC | 1.48% | Reduce -0.7% | 31,553 | $9.1M |
| EP Wealth Advisors, LLC | 0.07% | Reduce -2.5% | 31,429 | $9.1M |
| Stock Yards Bank & Trust Co. | 0.30% | Reduce -34.0% | 30,400 | $8.8M |
| Tennessee Valley Asset Management Partners | 1.44% | Reduce -4.7% | 29,829 | $8.6M |
| Natixis Advisors, LLC | 0.02% | Add +7.6% | 29,354 | $8.5M |
| Foundations Investment Advisors, LLC | 0.16% | Add +4.8% | 28,951 | $8.4M |
| Kickstand Ventures, Llc. | 2.12% | Reduce -2.4% | 28,734 | $8.3M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +0.1% | 28,392 | $8.2M |
| Carret Asset Management, LLC | 0.88% | Reduce -2.2% | 27,814 | $8.0M |
| Wharton Business Group, LLC | 0.36% | Add +3.9% | 27,729 | $8.0M |
| Capital Advisors, Ltd. LLC | 0.97% | Add +0.2% | 26,611 | $7.7M |
| WJ Wealth Management, LLC | 2.64% | Reduce -0.2% | 26,507 | $7.7M |
| Private Client Services, LLC | 4.10% | Add +4.8% | 26,389 | $7.6M |
| Choreo, LLC | 0.11% | Reduce -4.2% | 26,097 | $7.5M |
| Elevation Capital Advisory, LLC | 3.19% | New | 25,792 | $7.4M |
| Financial Life Advisors | 2.77% | Reduce -0.8% | 25,564 | $7.4M |
| Hollencrest Capital Management | 0.29% | No change | 25,169 | $7.3M |
| PMG Wealth Management, Inc. | 6.59% | — | 25,049 | $7.2M |
| Private Advisor Group, LLC | 0.04% | Reduce -4.5% | 24,846 | $7.2M |
| Franklin Resources Inc. | 0.00% | Reduce -0.1% | 24,790 | $7.2M |
| D.A. Davidson & Co. | 0.06% | Add +4.2% | 24,579 | $7.1M |
| J.W. Cole Advisors, Inc. | 0.28% | Add +6.0% | 24,167 | $7.0M |
| W Advisors, LLC | 4.29% | Reduce -3.6% | 23,991 | $6.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +5.3% | 23,527 | $6.8M |
| HB Wealth Management, LLC | 0.07% | Add +0.4% | 23,525 | $6.8M |
| KM Capital Management Ltd. | 3.43% | Add +1.6% | 22,935 | $6.6M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -3.5% | 22,278 | $6.4M |
| McMorgan & Co. LLC | 0.99% | Reduce -5.9% | 22,239 | $6.4M |
| Citizens Financial Group Inc. | 0.13% | Add +896.9% | 22,220 | $6.4M |
| NewEdge Advisors, LLC | 0.04% | Add +9.6% | 21,986 | $6.4M |
| Johnson Investment Counsel Inc. | 0.06% | Reduce -0.5% | 21,880 | $6.3M |
| Alliancebernstein L.P. | 0.00% | No change | 21,810 | $6.3M |
| Manchester Capital Management LLC | 0.73% | No change | 21,754 | $6.3M |
| NTV Asset Management LLC | 0.83% | Reduce -1.3% | 21,704 | $6.3M |
| Bailard, Inc. | 0.16% | No change | 21,681 | $6.3M |
| Van Hulzen Asset Management, LLC | 0.46% | Add +0.3% | 21,675 | $6.3M |
| Cypress Wealth Services, LLC | 1.25% | Reduce -1.4% | 21,559 | $6.2M |
| Fulton Breakefield Broenniman LLC | 0.44% | Reduce -2.1% | 21,551 | $6.2M |
| Cardinal Strategic Wealth Guidance | 1.98% | Reduce -3.2% | 21,531 | $6.2M |
| Blair William & Co. | 0.02% | Add +2.2% | 21,489 | $6.2M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -0.4% | 21,457 | $6.2M |
| Alternative Investment Advisors, LLC. | 3.18% | Add +3.3% | 21,092 | $6.1M |
| &partners | 0.07% | Add +77.8% | 20,841 | $6.1M |
| SCS Capital Management LLC | 0.13% | Add +0.2% | 20,983 | $6.1M |
| RIA Advisory Group LLC | 2.05% | Add +5.5% | 20,849 | $6.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -37.5% | 20,595 | $5.9M |
| Focus Partners Wealth | 0.02% | Add +5.9% | 20,025 | $5.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -16.5% | 19,637 | $5.7M |
| Mayflower Financial Advisors, LLC | 0.82% | Reduce -0.7% | 18,948 | $5.5M |
| Objective Capital Management, LLC | 3.62% | Reduce -0.3% | 18,768 | $5.4M |
| Culbertson A N & Co. Inc. | 0.86% | Reduce -10.3% | 18,649 | $5.4M |
| Advisory Services Network, LLC | 0.10% | Reduce -2.5% | 18,457 | $5.3M |
| McKinley Carter Wealth Services, Inc. | 0.33% | Reduce -0.2% | 18,407 | $5.3M |
| Security Financial Services, INC. | 1.08% | Reduce -2.7% | 18,331 | $5.3M |
| Quantum Financial Advisors, LLC | 0.80% | New | 217,539 | $5.2M |
| GenWealth Group, Inc. | 1.17% | Reduce -8.6% | 17,869 | $5.2M |
| Veridan Wealth LLC | 2.41% | — | 17,642 | $5.2M |
| Independence Bank of Kentucky | 0.78% | Add +807.4% | 17,486 | $5.1M |
| BlackRock, Inc. | 0.00% | Reduce -9.6% | 16,634 | $4.8M |
| Commerce Bank | 0.03% | Add +34.6% | 16,546 | $4.8M |
| Regions Financial Corp. | 0.04% | Reduce -0.1% | 16,481 | $4.8M |
| NewEdge Wealth, LLC | 0.08% | Reduce -0.5% | 16,396 | $4.7M |
| JPL Wealth Management, LLC | 1.36% | — | 16,395 | $4.7M |
| Fifth Third Securities, Inc. | 0.40% | Add +3.5% | 16,380 | $4.7M |
| Wealth Alliance, LLC | 0.56% | Reduce -0.8% | 16,294 | $4.7M |
| Ridgeline Wealth, LLC | 3.83% | — | 16,287 | $4.7M |
| Corient Private Wealth LP | 0.01% | Reduce -15.1% | 18,460 | $4.5M |
| Wedbush Securities Inc. | 0.16% | Reduce -19.1% | 15,567 | $4.5M |
| Family Manage LLC | 0.72% | Add +200.3% | 15,341 | $4.4M |
| Signature Estate & Investment Advisors LLC | 0.11% | Add +1.0% | 15,275 | $4.4M |
| Moneta Group Investment Advisors LLC | 0.06% | Add +33.7% | 15,099 | $4.4M |
| Farther Finance Advisors, LLC | 0.16% | Add +9.3% | 14,895 | $4.3M |
| Capital Investment Counsel, LLC | 0.72% | Add +15.0% | 14,893 | $4.3M |
| Kelly Financial Services LLC | 1.55% | Reduce -1.4% | 14,879 | $4.3M |
| Whittier Trust Co. of Nevada Inc. | 0.11% | No change | 14,865 | $4.3M |
| Tudor Investment Corporation | 0.04% | Reduce -43.5% | 14,615 | $4.2M |
| Welch & Forbes LLC | 0.05% | Add +0.7% | 14,381 | $4.2M |
| Spectrum Wealth Counsel, LLC | 0.48% | Reduce -26.7% | 14,092 | $4.1M |
| Dynasty Wealth Management, LLC | 0.07% | New | 13,762 | $4.0M |
| BBR Partners, LLC | 0.27% | No change | 13,441 | $3.9M |
| St. Clair Advisors, LLC | 1.10% | Reduce -3.6% | 13,240 | $3.8M |
| Peloton Wealth Strategists | 1.57% | Reduce -1.1% | 13,183 | $3.8M |
| Renaissance Technologies | 0.01% | Add +222.5% | 12,900 | $3.7M |
| HM Payson & Co. | 0.06% | No change | 12,667 | $3.7M |
| McAdam, LLC | 0.20% | Add +6.8% | 12,586 | $3.6M |
| Heritage Wealth Advisors | 0.18% | Reduce -6.4% | 12,455 | $3.6M |
| Measured Wealth Private Client Group, LLC | 1.16% | Reduce -6.3% | 12,448 | $3.6M |
| Verus Capital Partners, LLC | 0.34% | Add +5.6% | 12,198 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +215.7% | 12,041 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -5.4% | 11,922 | $3.4M |
| ONE Advisory Partners, LLC | 1.53% | Reduce -1.8% | 11,920 | $3.4M |
| Icon Wealth Advisors, LLC | 0.28% | Reduce -2.9% | 11,919 | $3.4M |
| Runnymede Capital Advisors, Inc. | 3.00% | — | 11,879 | $3.4M |
| Comerica Bank | 0.01% | Reduce -5.0% | 11,482 | $3.3M |
| TFG Advisers LLC | 1.18% | Add +3.2% | 11,362 | $3.3M |
| Gries Financial LLC | 0.58% | Reduce -3.5% | 11,295 | $3.3M |
| Creegan & Nassoura Financial Group, LLC | 2.16% | Reduce -2.0% | 11,131 | $3.2M |
| Ferguson Shapiro LLC | 1.19% | New | 11,118 | $3.2M |
| Black Swift Group, LLC | 0.67% | No change | 11,000 | $3.2M |
| Csenge Advisory Group | 0.17% | Reduce -3.9% | 10,794 | $3.1M |
| Parallel Advisors, LLC | 0.07% | No change | 10,724 | $3.1M |
| Aviance Capital Partners, LLC | 0.42% | Reduce -3.3% | 10,548 | $3.0M |
| Summit Financial, LLC | 0.11% | Reduce -1.1% | 10,531 | $3.0M |
| Global Retirement Partners, LLC | 0.09% | Add +222.8% | 10,518 | $3.0M |
| GTS Securities LLC | 0.15% | Add +101.3% | 10,497 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.27% | Reduce -1.4% | 10,406 | $3.0M |
| Providence First Trust Co | 1.13% | Reduce -1.9% | 10,373 | $3.0M |
| National Bank of Canada | 0.00% | Add +0.1% | 10,097 | $2.9M |
| Nova Wealth Management, Inc. | 2.49% | — | 9,966 | $2.9M |
| Global Wealth Strategies & Associates | 0.88% | Add +0.2% | 9,706 | $2.8M |
| Glenmede Trust Co. NA | 0.01% | Reduce -2.6% | 9,553 | $2.8M |
| MAI Capital Management | 0.02% | Add +71.1% | 9,523 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.11% | Add +271.2% | 9,521 | $2.8M |
| St. Louis Trust Co | 0.39% | No change | 9,380 | $2.7M |
| Dana Investment Advisors, Inc. | 0.09% | New | 9,328 | $2.7M |
| TD Waterhouse Canada Inc. | 0.02% | Reduce -19.6% | 9,335 | $2.7M |
| Regal Investment Advisors LLC | 0.20% | Reduce -0.6% | 9,148 | $2.6M |
| Able Wealth Management LLC | 1.73% | Add +244.2% | 9,115 | $2.6M |
| RMR Wealth Builders | 0.27% | New | 9,113 | $2.6M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +4.8% | 9,111 | $2.6M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +4.8% | 9,111 | $2.6M |
| Scotia Capital Inc. | 0.01% | Add +2.8% | 9,021 | $2.6M |
| 5T Wealth, LLC | 1.42% | — | 8,942 | $2.6M |
| Clear Creek Financial Management, LLC | 0.28% | New | 8,901 | $2.6M |
| JT Stratford LLC | 0.42% | Add +2.9% | 8,724 | $2.5M |
| Pallas Capital Advisors LLC | 0.11% | Reduce -2.8% | 8,642 | $2.5M |
| Hemington Wealth Management | 0.62% | No change | 8,551 | $2.5M |
| Howe & Rusling Inc. | 0.21% | No change | 8,355 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.12% | Add +11.1% | 8,354 | $2.4M |
| NWF Advisory Services Inc. | 0.35% | Add +3.5% | 8,348 | $2.4M |
| Parsons Capital Management Inc. | 0.13% | Add +1.2% | 8,274 | $2.4M |
| Finley Financial, LLC | 1.22% | — | 8,075 | $2.3M |
| Quadrant Private Wealth Management, LLC | 0.57% | Add +19.9% | 8,027 | $2.3M |
| Strategic Blueprint, LLC | 0.14% | Reduce -3.1% | 8,013 | $2.3M |
| Comprehensive Financial Consultants Institutional, Inc. | 0.84% | Reduce -1.2% | 8,011 | $2.3M |
| Fifth Third Wealth Advisors LLC | 0.12% | Add +263.4% | 7,950 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.40% | Reduce -1.7% | 7,852 | $2.3M |
| Argent Trust Co | 0.09% | No change | 7,788 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -20.1% | 7,751 | $2.2M |
| Legacies Wealth LLC | 1.73% | New | 7,722 | $2.2M |
| My Legacy Advisors, LLC | 0.86% | Reduce -3.1% | 7,619 | $2.2M |
| Tortoise Investment Management, LLC | 0.23% | Reduce -1.8% | 7,626 | $2.2M |
| Synergy Asset Management, LLC | 0.17% | New | 7,613 | $2.2M |
| Trail Ridge Investment Advisors, LLC | 1.03% | No change | 7,508 | $2.2M |
| AMG National Trust Bank | 0.06% | Reduce -29.1% | 7,482 | $2.2M |
| Access Financial Services, Inc. | 0.96% | No change | 7,425 | $2.1M |
| High Falls Advisors, Inc | 0.50% | Add +0.3% | 7,408 | $2.1M |
| Wealthedge Investment Advisors, LLC | 0.96% | — | 7,382 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +15.6% | 7,326 | $2.1M |
| Nwam LLC | 0.13% | Reduce -5.3% | 7,320 | $2.1M |
| Perigon Wealth Management, LLC | 0.05% | Add +7.0% | 7,294 | $2.1M |
| Sagespring Wealth Partners, LLC | 0.06% | — | 7,278 | $2.1M |
| Rwa Wealth Partners, LLC | 0.03% | Add +1.1% | 7,264 | $2.1M |
| Ascent Group, LLC | 0.16% | Reduce -21.9% | 7,222 | $2.1M |
| Walled Lake Planning & Wealth Management, LLC | 0.77% | Add +0.2% | 7,127 | $2.1M |
| Montag A & Associates Inc. | 0.10% | Reduce -0.1% | 7,101 | $2.1M |
| Beaumont Asset Management, L.L.C. | 1.19% | No change | 7,084 | $2.0M |
| Optivise Advisory Services LLC | 1.09% | Add +15.4% | 7,023 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +1.5% | 6,929 | $2.0M |
| Prosperity Wealth Management, Inc. | 0.82% | Add +8.9% | 6,892 | $2.0M |
| Monograph Wealth Advisors, LLC | 0.26% | Add +0.2% | 6,880 | $2.0M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -0.3% | 6,764 | $2.0M |
| KPP Advisory Services LLC | 0.46% | Reduce -27.6% | 6,728 | $1.9M |
| Klingman & Associates, LLC | 0.12% | No change | 6,715 | $1.9M |
| Gladstone Institutional Advisory LLC | 0.09% | Add +1.5% | 6,673 | $1.9M |
| KCM Investment Advisors LLC | 0.07% | Reduce -2.4% | 6,600 | $1.9M |
| Mezzasalma Advisors, LLC | 0.61% | Add +21.2% | 6,564 | $1.9M |
| Palumbo Wealth Management LLC | 0.71% | Reduce -0.1% | 6,546 | $1.9M |
| Robinson Smith Wealth Advisors LLC | 1.59% | No change | 6,479 | $1.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -1.1% | 6,428 | $1.9M |
| Sigma Planning Corp | 0.06% | Reduce -0.3% | 6,381 | $1.8M |
| Townsquare Capital LLC | 0.02% | Add +0.1% | 6,301 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +19.5% | 6,188 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Add +12.2% | 6,186 | $1.8M |
| Beacon Financial Group | 0.19% | Add +2.9% | 6,152 | $1.8M |
| Rahlfs Capital, LLC | 1.75% | — | 6,100 | $1.8M |
| Shared Vision Wealth Group LLC | 0.92% | Reduce -0.2% | 6,050 | $1.7M |
| Evercore Wealth Management, LLC | 0.03% | Reduce -0.2% | 6,020 | $1.7M |
| Betterment LLC | 0.00% | Add +50.5% | 6,016 | $1.7M |
| Watershed Private Wealth LLC | 0.68% | Add +9.5% | 6,010 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Add +0.8% | 5,978 | $1.7M |
| Composition Wealth, LLC | 0.03% | Add +9.0% | 5,891 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -0.9% | 5,885 | $1.7M |
| Mission Creek Capital Partners, Inc. | 0.37% | Add +0.0% | 5,879 | $1.7M |
| Mather Group, Llc. | 0.02% | Reduce -1.6% | 5,761 | $1.7M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -1.9% | 5,736 | $1.7M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +8.9% | 5,674 | $1.6M |
| Confluence Wealth Services, Inc. | 0.11% | Add +122.5% | 5,448 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Reduce -2.7% | 5,555 | $1.6M |
| Litman Gregory Wealth Management LLC | 0.14% | Add +1.3% | 5,504 | $1.6M |
| Webster Bank, N. A. | 0.17% | Add +14.8% | 5,494 | $1.6M |
| Independent Advisor Alliance | 0.02% | New | 5,473 | $1.6M |
| JFS Wealth Advisors, LLC | 0.11% | Reduce -13.2% | 5,456 | $1.6M |
| Adirondack Trust Co. | 0.59% | Reduce -1.4% | 5,385 | $1.6M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -8.8% | 5,343 | $1.5M |
| Uptick Partners, LLC | 0.56% | Reduce -0.7% | 5,306 | $1.5M |
| Darwin Wealth Management, LLC | 0.51% | Reduce -36.3% | 5,211 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Add +347.9% | 5,205 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -0.8% | 5,196 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | Add +37.2% | 5,178 | $1.5M |
| Tiaa Trust, National Association | 0.00% | Reduce -50.7% | 5,151 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +12.6% | 4,931 | $1.4M |
| Certus Wealth Management, LLC | 0.94% | Add +9.7% | 4,752 | $1.4M |
| Clearstead Advisors, LLC | 0.02% | Reduce -1.8% | 4,851 | $1.4M |
| Certified Advisory Corp | 0.15% | Add +28.0% | 4,822 | $1.4M |
| BridgePort Financial Solutions, LLC | 0.63% | — | 4,863 | $1.4M |
| Cedar Wealth Management, LLC | 0.50% | No change | 4,784 | $1.4M |
| Stephens Inc. | 0.02% | Add +0.5% | 4,727 | $1.4M |
| Allen Investment Management, LLC | 0.02% | No change | 4,689 | $1.4M |
| Founders Financial Securities LLC | 0.12% | Reduce -37.2% | 4,676 | $1.4M |
| Wealthgarden F.S. LLC | 1.26% | Add +2.1% | 4,665 | $1.3M |
| Curbstone Financial Management Corp | 0.29% | No change | 4,660 | $1.3M |
| Rik Saylor Financial, Inc. | 1.24% | — | 4,657 | $1.3M |
| Callan Family Office, LLC | 0.08% | No change | 4,595 | $1.3M |
| Spire Wealth Management | 0.04% | Add +2.5% | 4,589 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 4,584 | $1.3M |
| Liberty Wealth Management LLC | 0.22% | Add +7.7% | 4,542 | $1.3M |
| XML Financial, LLC | 0.12% | Add +0.0% | 4,539 | $1.3M |
| SOL Capital Management CO | 0.15% | No change | 4,535 | $1.3M |
| Councilmark Asset Management, LLC | 0.87% | No change | 4,475 | $1.3M |
| Trust Point Inc. | 0.09% | Add +1.9% | 4,472 | $1.3M |
| Berkshire Money Management, Inc. | 0.14% | New | 4,418 | $1.3M |
| Verum Partners LLC | 0.36% | Add +0.2% | 4,285 | $1.2M |
| Columbus Macro, LLC | 0.17% | No change | 4,255 | $1.2M |
| Stonebrook Private Inc. | 0.31% | Add +7.2% | 4,162 | $1.2M |
| Madison Wealth Partners, Inc | 0.34% | Add +0.9% | 4,153 | $1.2M |
| Highland Capital Management, LLC | 0.07% | No change | 4,084 | $1.2M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.4% | 4,015 | $1.2M |
| Maxwell Wealth Strategies Inc. | 0.46% | No change | 3,941 | $1.1M |
| RCS Financial Planning, LLC | 0.61% | Add +4.7% | 3,938 | $1.1M |
| Evergreen Capital Management LLC | 0.04% | Add +4.3% | 3,911 | $1.1M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.11% | Reduce -11.7% | 3,902 | $1.1M |
| CPA Asset Management Group, LLC | 0.52% | No change | 3,901 | $1.1M |
| Northside Capital Management, LLC | 0.30% | No change | 3,889 | $1.1M |
| GC Wealth Management RIA, LLC | 0.20% | Reduce -0.3% | 3,885 | $1.1M |
| Fiduciary Group, LLC | 0.11% | Reduce -9.8% | 3,865 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.3% | 3,849 | $1.1M |
| Sand Hill Global Advisors, LLC | 0.05% | Reduce -0.5% | 3,802 | $1.1M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 3,761 | $1.1M |
| Apexium Financial, LP | 0.06% | No change | 3,686 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +1.8% | 3,685 | $1.1M |
| Maxele Advisors, LLC | 1.00% | — | 3,628 | $1.0M |
| Smith, Moore & Co. | 0.10% | Add +10.3% | 3,627 | $1.0M |
| Synovus Financial Corp. | 0.01% | No change | 3,626 | $1.0M |
| Hollow Brook Wealth Management LLC | 0.32% | Reduce -3.7% | 3,615 | $1.0M |
| Arete Wealth Advisors, LLC | 0.07% | Add +109.1% | 3,601 | $1.0M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -0.8% | 3,539 | $1.0M |
| Quotient Wealth Partners, LLC | 0.03% | Reduce -2.8% | 3,518 | $1.0M |
| Brighton Jones LLC | 0.03% | Add +0.3% | 3,513 | $1.0M |
| Stone House Investment Management, LLC | 0.26% | Reduce -11.0% | 3,506 | $1.0M |
| Hoxton Planning & Management, LLC | 0.39% | Reduce -3.6% | 3,504 | $1.0M |
| Financial Advocates Investment Management | 0.06% | Reduce -30.4% | 3,491 | $1.0M |
| Firethorn Wealth Partners, LLC | 0.50% | Reduce -3.9% | 3,488 | $1.0M |
| RVW Wealth, LLC | 0.09% | No change | 3,486 | $1.0M |
| Cyndeo Wealth Partners, LLC | 0.07% | Reduce -0.7% | 3,479 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -2.1% | 3,466 | $1.0M |
| USA Financial Formulas | 0.16% | Reduce -5.9% | 3,459 | $999K |
| Checchi Capital Advisers, LLC | 0.07% | No change | 3,436 | $992K |
| Strategic Wealth Investment Group, LLC | 0.05% | New | 15,771 | $982K |
| Sheets Smith Wealth Management | 0.12% | No change | 3,397 | $981K |
| Diversify Advisory Services, LLC | 0.05% | Add +64.8% | 3,422 | $978K |
| RFG Advisory, LLC | 0.03% | Add +5.4% | 3,378 | $976K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -0.9% | 3,377 | $976K |
| Plancorp, LLC | 0.04% | No change | 3,375 | $975K |
| Sequent Asset Management, LLC | 0.48% | No change | 3,367 | $973K |
| SVB Wealth LLC | 0.02% | New | 3,367 | $973K |
| Theory Financial LLC | 0.41% | Reduce -0.0% | 3,365 | $972K |
| Tudor Financial Inc. | 0.57% | No change | 3,363 | $971K |
| Prospera Financial Services Inc | 0.02% | Reduce -8.8% | 3,357 | $970K |
| Sachetta, LLC | 0.38% | No change | 3,355 | $969K |
| Meridian Wealth Management, LLC | 0.05% | Add +241.1% | 3,353 | $969K |
| Debussy Capital Management LP | 0.15% | Reduce -2.5% | 3,306 | $968K |
| PBMares Wealth Management LLC | 0.20% | No change | 3,308 | $956K |
| ShoreHaven Wealth Partners, LLC | 0.45% | Reduce -0.2% | 3,284 | $949K |
| SeaBridge Investment Advisors LLC | 0.20% | Reduce -32.9% | 3,262 | $942K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -2.5% | 3,243 | $937K |
| PKS Advisory Services, LLC | 0.23% | — | 3,239 | $936K |
| Riggs Capital Management LLC | 0.91% | — | 3,196 | $923K |
| Ferguson Wellman Capital Management, Inc. | 0.02% | No change | 3,172 | $916K |
| One Wealth Capital Management, LLC | 0.46% | — | 3,167 | $915K |
| VERITY Wealth Advisors | 0.65% | No change | 3,114 | $900K |
| Western Wealth Management, LLC | 0.05% | Reduce -8.4% | 3,088 | $892K |
| Burke & Herbert Bank & Trust Co. | 0.21% | No change | 3,088 | $892K |
| Ethos Financial Group, LLC | 0.12% | New | 3,082 | $890K |
| Sutton Place Investors LLC | 0.51% | No change | 3,027 | $874K |
| Savant Capital, LLC | 0.01% | Add +114.2% | 3,020 | $872K |
| BLB&B Advisors, LLC | 0.04% | Reduce -2.4% | 3,009 | $869K |
| DT Investment Partners, LLC | 0.07% | No change | 3,000 | $867K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +9.0% | 2,850 | $823K |
| Claro Advisors Inc. | 0.11% | Reduce -1.6% | 2,849 | $823K |
| Naples Global Advisors, LLC | 0.08% | No change | 2,820 | $815K |
| Provident Wealth Management, LLC | 0.27% | Add +5.6% | 2,817 | $814K |
| First Trust Advisors LP | 0.00% | New | 2,795 | $807K |
| Schnieders Capital Management LLC | 0.16% | No change | 2,789 | $806K |
| Golden Road Advisors LLC | 0.60% | Reduce -15.4% | 2,764 | $798K |
| East Coast Asset Management, LLC. | 0.27% | No change | 2,746 | $793K |
| Dentgroup LLC | 0.60% | Add +9.3% | 2,718 | $785K |
| Ehrlich Financial Group | 0.56% | Add +1.3% | 2,713 | $784K |
| RiverFront Investment Group, LLC | 0.02% | Reduce -13.3% | 2,697 | $779K |
| Signet Financial Management, LLC | 0.10% | Add +1.1% | 2,645 | $764K |
| Breed's Hill Capital LLC | 0.39% | No change | 2,600 | $751K |
| Bessemer Group Inc. | 0.00% | No change | 2,600 | $751K |
| Diversified Trust Co. | 0.02% | Add +1.7% | 2,593 | $749K |
| Indiana Trust & Investment Management Co | 0.25% | No change | 2,569 | $742K |
| Soundwatch Capital LLC | 0.08% | No change | 2,560 | $739K |
| Asset Management Group, Inc. | 0.13% | Add +0.2% | 2,559 | $739K |
| DKM Wealth Management, Inc. | 0.70% | — | 2,556 | $738K |
| Gimbal Financial | 0.60% | No change | 2,548 | $736K |
| Mission Wealth Management, LP | 0.02% | Add +3.2% | 2,545 | $735K |
| First Citizens Financial Corp | 0.40% | Add +2.7% | 2,528 | $730K |
| American Trust | 0.06% | New | 2,506 | $724K |
| Flagship Private Wealth, LLC | 0.34% | Add +0.2% | 2,470 | $713K |
| Fullcircle Wealth LLC | 0.29% | Reduce -2.7% | 2,375 | $710K |
| RHS Financial, LLC | 0.36% | Reduce -9.2% | 2,428 | $701K |
| Concourse Financial Group Securities, Inc. | 0.04% | Add +7.2% | 2,337 | $694K |
| Matthew Goff Investment Advisor, LLC | 0.13% | No change | 2,369 | $684K |
| Oliver Luxxe Assets LLC | 0.12% | No change | 2,463 | $682K |
| Fort Point Capital Partners LLC | 0.08% | Add +5.3% | 2,359 | $681K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +2.0% | 2,354 | $680K |
| Howard Capital Management Group, LLC | 0.05% | No change | 2,345 | $677K |
| Hourglass Capital, LLC | 0.19% | Reduce -2.3% | 2,340 | $676K |
| Beacon Financial Advisory LLC | 0.22% | Add +36.0% | 2,335 | $674K |
| Chemistry Wealth Management LLC | 0.16% | No change | 2,329 | $673K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +58.2% | 2,317 | $669K |
| Strait & Sound Wealth Management LLC | 0.31% | Reduce -1.7% | 2,312 | $668K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +58.0% | 2,297 | $663K |
| Principal Securities, Inc. | 0.01% | Reduce -1.2% | 2,269 | $655K |
| Napa Wealth Management | 0.28% | New | 2,259 | $653K |
| Salomon & Ludwin, LLC | 0.07% | No change | 2,258 | $652K |
| Blue Trust, Inc. | 0.01% | Reduce -0.2% | 2,249 | $650K |
| WealthShield Partners, LLC | 0.09% | Reduce -2.0% | 2,244 | $648K |
| DAVENPORT & Co LLC | 0.00% | Reduce -2.5% | 2,239 | $647K |
| Baron Wealth Management LLC | 0.30% | No change | 2,236 | $646K |
| Trifecta Capital Advisors, LLC | 0.13% | No change | 2,230 | $644K |
| Gen-Wealth Partners Inc | 0.27% | Add +1.0% | 2,188 | $632K |
| Paulson Wealth Management Inc. | 0.17% | No change | 2,188 | $632K |
| Weaver Consulting Group | 0.19% | No change | 2,174 | $628K |
| Portland Global Advisors LLC | 0.08% | Reduce -1.1% | 2,166 | $626K |
| Legacy Wealth Management, LLC / MS | 0.24% | Add +182.9% | 2,122 | $613K |
| Lido Advisors, LLC | 0.00% | New | 2,115 | $611K |
| Bawa N Mallick Trust | 0.27% | — | 2,099 | $606K |
| Mitchell Sinkler & Starr | 0.16% | No change | 2,098 | $606K |
| Northstar Asset Management Inc. | 0.16% | No change | 2,091 | $604K |
| Ameliora Wealth Management Ltd. | 0.22% | New | 2,053 | $593K |
| Lantz Financial LLC | 0.16% | No change | 2,052 | $593K |
| Benjamin Edwards Inc. | 0.01% | Add +2.9% | 2,042 | $590K |
| Independent Financial Group, LLC | 0.02% | Add +2.6% | 2,031 | $587K |
| Eq LLC | 0.27% | Reduce -6.4% | 2,026 | $585K |
| ICONIQ Capital, LLC | 0.01% | Reduce -14.0% | 2,008 | $580K |
| Retirement Wealth Solutions LLC | 0.49% | — | 2,028 | $579K |
| HSBC Holdings PLC | 0.00% | No change | 2,000 | $578K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +181.2% | 1,991 | $575K |
| Portland Financial Advisors Inc | 1.54% | — | 1,981 | $572K |
| Fidelis Capital Partners, LLC | 0.06% | No change | 1,954 | $571K |
| First Horizon Advisors, Inc. | 0.02% | Add +3.6% | 1,970 | $569K |
| Unique Wealth, LLC | 0.12% | New | 1,968 | $568K |
| Capital A Wealth Management, LLC | 0.94% | — | 1,962 | $567K |
| Elm Partners Management LLC | 0.04% | No change | 1,960 | $566K |
| Neuberger Berman Group LLC | 0.00% | No change | 1,944 | $562K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.02% | New | 1,920 | $555K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -5.1% | 1,917 | $554K |
| Lantern Wealth Advisors, LLC | 0.36% | Add +2.9% | 1,900 | $549K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 1,868 | $541K |
| Blue Bell Private Wealth Management, LLC | 0.10% | No change | 1,841 | $532K |
| SkyOak Wealth, LLC | 0.11% | Reduce -3.1% | 1,835 | $530K |
| Glenview Trust Co | 0.01% | No change | 1,831 | $529K |
| True Vision MN LLC | 0.31% | Add +5.7% | 1,829 | $528K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 1,824 | $527K |
| Palisade Asset Management, LLC | 0.05% | No change | 1,817 | $525K |
| Arkadios Wealth Advisors | 0.03% | Reduce -0.6% | 1,791 | $517K |
| Willis Investment Counsel | 0.03% | Reduce -3.3% | 1,781 | $514K |
| Mascagni Wealth Management, Inc. | 0.51% | — | 1,895 | $513K |
| Apella Capital, LLC | 0.02% | Reduce -0.9% | 1,770 | $511K |
| Davis Wealth Advisors, LLC | 0.56% | — | 1,757 | $508K |
| Synergy Investment Management, LLC | 0.22% | — | 1,755 | $507K |
| Beacon Bridge Wealth Partners, LLC | 0.21% | Reduce -0.9% | 1,725 | $498K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +0.1% | 1,723 | $498K |
| Calton & Associates, Inc. | 0.22% | Add +0.1% | 1,706 | $493K |
| Aspen Investment Management Inc | 0.23% | No change | 1,700 | $491K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | No change | 1,693 | $489K |
| Avantra Family Wealth, Inc. | 0.46% | — | 1,686 | $487K |
| Aptus Capital Advisors, LLC | 0.01% | Add +74.6% | 1,681 | $486K |
| NorthRock Partners, LLC | 0.02% | Reduce -3.9% | 1,675 | $484K |
| TD Asset Management Inc | 0.00% | New | 1,661 | $480K |
| Golden State Wealth Management, LLC | 0.07% | — | 1,655 | $478K |
| Magnus Financial Group LLC | 0.05% | Add +1.6% | 1,654 | $478K |
| FLP Wealth Management, LLC | 1.22% | — | 1,653 | $477K |
| Accelerate Investment Advisors LLC | 0.42% | Reduce -0.5% | 1,647 | $476K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | No change | 1,645 | $475K |
| United Asset Strategies, Inc. | 0.04% | No change | 1,643 | $475K |
| Birchcreek Wealth Management, LLC | 0.30% | No change | 1,628 | $470K |
| High Probability Advisors, LLC | 0.08% | No change | 1,610 | $465K |
| Abacus Wealth Partners, LLC | 0.07% | No change | 1,604 | $463K |
| Lansing Street Advisors | 0.16% | No change | 1,594 | $460K |
| Florida Trust Wealth Management Co | 0.01% | Reduce -1.1% | 1,579 | $456K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -2.9% | 1,577 | $456K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +36.1% | 1,577 | $456K |
| Oldfather Financial Services, LLC | 0.17% | No change | 1,572 | $454K |
| Fermata Advisors, LLC | 0.08% | New | 1,569 | $453K |
| Arcadia Wealth Management, LLC | 0.23% | Add +0.5% | 1,567 | $453K |
| PFG Advisors | 0.03% | Reduce -0.6% | 1,565 | $452K |
| Integrated Advisors Network LLC | 0.02% | Reduce -6.7% | 1,559 | $450K |
| Cary Street Partners Financial LLC | 0.01% | — | 1,555 | $449K |
| HighMark Wealth Management LLC | 0.26% | No change | 1,538 | $444K |
| Apeiron RIA LLC | 0.12% | Add +0.9% | 1,534 | $443K |
| GWN Securities Inc. | 0.12% | — | 1,469 | $438K |
| Milestone Asset Management Group, LLC | 0.39% | — | 1,514 | $437K |
| King Wealth Management Group | 0.06% | Add +1.8% | 1,511 | $436K |
| MA Private Wealth | 0.08% | Reduce -2.9% | 1,498 | $433K |
| Watts Gwilliam & Co., LLC | 0.09% | Reduce -3.2% | 1,486 | $430K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.5% | 1,488 | $430K |
| Capital Wealth Alliance, LLC | 0.24% | Reduce -1.6% | 1,450 | $419K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 1,447 | $418K |
| International Assets Investment Management, LLC | 0.04% | Add +7.1% | 1,451 | $418K |
| Graves Light Lenhart Wealth, Inc. | 0.05% | No change | 1,443 | $417K |
| Gould Asset Management LLC | 0.09% | Reduce -4.6% | 1,440 | $416K |
| Jane Street Group, LLC | 0.00% | New | 1,434 | $414K |
| Aprio Wealth Management, LLC | 0.06% | No change | 1,429 | $413K |
| Sovran Advisors, LLC | 0.06% | — | 1,449 | $413K |
| World Investment Advisors | 0.01% | Add +2.7% | 1,412 | $408K |
| Blalock Williams, LLC | 0.47% | — | 1,410 | $407K |
| Waldron Private Wealth LLC | 0.02% | No change | 1,394 | $403K |
| Old Port Advisors | 0.12% | No change | 1,390 | $402K |
| Aaron Wealth Advisors LLC | 0.05% | Add +66.9% | 1,382 | $399K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Add +19.5% | 1,381 | $399K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +1.6% | 1,374 | $397K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 1,365 | $394K |
| Focused Wealth Management, Inc | 0.05% | Add +0.2% | 1,353 | $391K |
| Flputnam Investment Management Co. | 0.01% | Add +0.1% | 1,347 | $389K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +46.8% | 1,340 | $387K |
| Skyline Advisors, Inc. | 0.15% | No change | 1,323 | $382K |
| Spinnaker Trust | 0.02% | No change | 1,321 | $382K |
| Millennium Management | 0.00% | Reduce -38.7% | 1,311 | $379K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +16.4% | 1,309 | $378K |
| Brookstone Capital Management | 0.01% | Add +27.3% | 1,305 | $377K |
| Ewa, LLC | 0.14% | Add +31.9% | 1,297 | $375K |
| Bricktown Capital, LLC | 0.08% | No change | 1,294 | $374K |
| Maia Wealth LLC | 0.08% | Reduce -3.5% | 1,261 | $369K |
| Romano Brothers and Company | 0.05% | No change | 1,270 | $367K |
| Seneca House Advisors | 0.15% | Reduce -1.4% | 1,268 | $366K |
| Sunbelt Securities, Inc. | 0.03% | Add +7.3% | 1,257 | $365K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -1.6% | 1,261 | $364K |
| Simon Quick Advisors, LLC | 0.02% | Add +0.2% | 1,260 | $364K |
| Tompkins Financial Corp. | 0.03% | No change | 1,258 | $363K |
| 1900 Wealth Management LLC | 0.03% | Add +0.2% | 1,236 | $357K |
| Frank, Rimerman Advisors LLC | 0.03% | No change | 1,226 | $354K |
| Banque Pictet & Cie SA | 0.00% | No change | 1,220 | $352K |
| Aft, Forsyth & Company, Inc. | 0.17% | No change | 1,210 | $350K |
| Beese Fulmer Investment Management, Inc. | 0.03% | No change | 1,210 | $350K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -1.8% | 1,202 | $347K |
| Leith Wheeler Investment Counsel Ltd. | 0.03% | No change | 1,200 | $347K |
| New England Private Wealth Advisors LLC | 0.05% | Add +0.1% | 1,196 | $346K |
| Focus Financial Network, Inc. | 0.01% | Add +28.4% | 1,193 | $344K |
| Wrapmanager Inc. | 0.09% | New | 1,192 | $344K |
| Capital Square, LLC | 0.20% | Add +38.0% | 1,154 | $344K |
| Aspire Private Capital, LLC | 0.09% | Add +48.0% | 1,190 | $344K |
| Summit Wealth Partners, LLC | 0.07% | No change | 1,176 | $340K |
| Qube Research & Technologies Ltd | 0.00% | Add +78.8% | 1,171 | $338K |
| BIP Wealth, LLC | 0.02% | Add +4.2% | 1,168 | $337K |
| High Note Wealth, LLC | 0.09% | Reduce -6.2% | 1,166 | $337K |
| Gutierrez Wealth Advisory, LLC | 0.28% | — | 1,159 | $335K |
| Bison Wealth, LLC | 0.04% | — | 1,156 | $334K |
| Foster & Motley Inc. | 0.02% | Reduce -6.5% | 1,154 | $333K |
| Austin Private Wealth, LLC | 0.03% | Reduce -0.2% | 1,129 | $326K |
| Creative Financial Designs Inc. | 0.03% | Add +44.6% | 1,128 | $326K |
| Cannell & Spears LLC | 0.01% | Add +0.1% | 1,128 | $326K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.2% | 1,125 | $325K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -10.1% | 1,123 | $324K |
| BOS Asset Management, LLC | 0.12% | No change | 1,114 | $322K |
| Optas, LLC | 0.07% | No change | 1,110 | $321K |
| Ballentine Partners, LLC | 0.01% | No change | 1,110 | $321K |
| Sierra Ocean, LLC | 0.26% | — | 1,109 | $320K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -0.5% | 1,108 | $320K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -4.3% | 1,088 | $314K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -9.4% | 1,080 | $312K |
| Arthur M. Cohen & Associates, LLC | 0.05% | Add +21.0% | 1,056 | $305K |
| Marco Investment Management LLC | 0.03% | No change | 1,050 | $303K |
| Melfa Wealth Management, Inc. | 0.20% | Reduce -4.4% | 1,050 | $303K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -11.9% | 1,049 | $303K |
| Ade, LLC | 0.19% | No change | 1,045 | $302K |
| Sovereign Financial Group, Inc. | 0.07% | Add +0.3% | 1,040 | $300K |
| PFG Investments, LLC | 0.02% | Add +3.6% | 1,039 | $300K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 1,039 | $300K |
| Jacobi Capital Management LLC | 0.02% | No change | 1,025 | $296K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 1,025 | $296K |
| Whittier Trust Co. | 0.00% | No change | 1,024 | $296K |
| Fairvoy Private Wealth, LLC | 0.08% | — | 1,020 | $295K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 1,020 | $295K |
| Cambridge Financial Group, LLC | 0.13% | No change | 1,012 | $292K |
| Asset Dedication, LLC | 0.02% | No change | 1,012 | $292K |
| ForthRight Wealth Management, LLC | 0.10% | No change | 1,012 | $292K |
| WPWealth LLP | 0.06% | Reduce -23.7% | 1,006 | $291K |
| Ascent Wealth Partners, LLC | 0.04% | New | 1,006 | $291K |
| Chronos Wealth Management, LLC | 0.15% | No change | 1,002 | $289K |
| Ullmann Wealth Partners Group, LLC | 0.04% | No change | 1,000 | $289K |
| SPC Financial, Inc. | 0.03% | Reduce -2.0% | 1,000 | $289K |
| Colonial Trust Advisors | 0.03% | No change | 975 | $282K |
| Kelly Financial Group LLC | 0.10% | — | 969 | $280K |
| TCV Trust & Wealth Management, Inc. | 0.03% | No change | 965 | $279K |
| IHT Wealth Management, LLC | 0.01% | Reduce -18.1% | 963 | $278K |
| CLG LLC | 0.10% | — | 961 | $278K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 952 | $275K |
| Hanover Advisors Inc. | 0.12% | No change | 950 | $274K |
| Greenleaf Trust | 0.00% | No change | 950 | $274K |
| Cassady Schiller Wealth Management, LLC | 0.10% | No change | 949 | $274K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -8.4% | 941 | $272K |
| Lyell Wealth Management, LP | 0.02% | No change | 940 | $271K |
| FLC Capital Advisors | 0.06% | No change | 936 | $270K |
| Crewe Advisors LLC | 0.04% | No change | 933 | $269K |
| Future Financial Wealth Managment LLC | 0.20% | No change | 928 | $268K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 926 | $267K |
| Zimmermann Investment Management & Planning LLC | 11.77% | — | 924 | $267K |
| First Merchants Corp. | 0.01% | No change | 915 | $264K |
| Thomas Story & Son LLC | 0.11% | No change | 900 | $260K |
| Payne Capital Management, LLC | 0.11% | — | 900 | $260K |
| Wealth Architects, LLC | 0.03% | No change | 900 | $260K |
| Garde Capital, Inc. | 0.02% | No change | 896 | $259K |
| Clare Market Investments LLC | 0.06% | No change | 895 | $259K |
| SigFig Wealth Management, LLC | 0.01% | Add +2.3% | 889 | $258K |
| LGT Financial Advisors LLC | 0.57% | Add +23.1% | 890 | $257K |
| Accredited Wealth Management, LLC | 0.22% | — | 890 | $257K |
| Essex Financial Services, Inc. | 0.02% | No change | 890 | $257K |
| Global Wealth Management, LLC | 0.16% | No change | 887 | $256K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 881 | $255K |
| Avior Wealth Management, LLC | 0.01% | Add +109.3% | 879 | $254K |
| Blue Oak Capital, LLC | 0.15% | — | 874 | $252K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 874 | $252K |
| Ritter Daniher Financial Advisory LLC / DE | 0.07% | No change | 871 | $252K |
| Heritage Wealth Management, Inc. | 0.21% | No change | 870 | $251K |
| Napatree Capital LLC | 0.15% | No change | 870 | $251K |
| Chesley Taft & Associates LLC | 0.01% | No change | 870 | $251K |
| Essex Bank | 0.06% | No change | 870 | $251K |
| Soltis Investment Advisors LLC | 0.02% | Add +1.5% | 869 | $251K |
| Game Plan Financial Advisors, LLC | 0.13% | No change | 862 | $249K |
| Enzi Wealth | 0.09% | No change | 834 | $248K |
| Lloyd Advisory Services, LLC. | 0.12% | New | 848 | $245K |
| Michels Family Financial, LLC | 0.22% | — | 833 | $241K |
| Financial Counselors Inc. | 0.00% | Reduce -44.0% | 832 | $240K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.1% | 826 | $238K |
| Welch Group, LLC | 0.01% | No change | 820 | $238K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -22.9% | 824 | $238K |
| Bell Bank | 0.02% | No change | 822 | $237K |
| FWG Investments, LLC. | 0.18% | New | 817 | $236K |
| GM Advisory Group, LLC | 0.01% | New | 814 | $235K |
| Barnes Wealth Management Group, Inc | 0.16% | — | 813 | $235K |
| WBH Advisory Inc. | 0.02% | Reduce -1.2% | 813 | $235K |
| Sierra Summit Advisors LLC | 0.05% | Reduce -38.6% | 808 | $233K |
| Compound Planning, Inc. | 0.01% | New | 808 | $233K |
| HTLF Bank | 0.03% | No change | 807 | $233K |
| McGuire Investment Group, LLC | 0.03% | Reduce -1.9% | 805 | $233K |
| Vestia Personal Wealth Advisors | 0.19% | No change | 804 | $232K |
| Sheridan Capital Management, LLC | 0.16% | Reduce -1.2% | 802 | $232K |
| Carolinas Wealth Consulting LLC | 0.05% | Add +0.4% | 802 | $231K |
| Weybosset Research & Management LLC | 0.08% | No change | 800 | $231K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 776 | $230K |
| Pacific Sage Partners, LLC | 0.05% | No change | 794 | $229K |
| Advance Capital Management, Inc. | 0.01% | New | 794 | $229K |
| Strategic Financial Concepts, LLC | 0.04% | Add +0.1% | 793 | $229K |
| Johnson Financial Group, Inc. | 0.01% | No change | 775 | $228K |
| Transatlantique Private Wealth LLC | 0.09% | Reduce -56.1% | 789 | $228K |
| WealthCollab, LLC | 0.15% | No change | 787 | $227K |
| Trek Financial, LLC | 0.02% | New | 777 | $224K |
| Busey Bank | 0.01% | New | 773 | $223K |
| HBK Sorce Advisory LLC | 0.01% | New | 768 | $222K |
| Pictet North America Advisors SA | 0.02% | No change | 765 | $221K |
| Modera Wealth Management, LLC | 0.00% | No change | 759 | $219K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -14.7% | 755 | $218K |
| American Financial Advisors, LLC | 0.03% | Add +0.3% | 747 | $216K |
| TCP Asset Management, LLC | 0.05% | No change | 740 | $214K |
| SBI Securities Co., Ltd. | 0.01% | — | 740 | $214K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 734 | $212K |
| Harbour Investments, Inc. | 0.01% | Reduce -13.5% | 731 | $211K |
| World Equity Group, Inc. | 0.05% | New | 730 | $211K |
| Forthright Family Wealth Advisory LLC | 0.14% | Reduce -93.7% | 727 | $210K |
| First Foundation Advisors | 0.01% | No change | 725 | $209K |
| Lifeworks Advisors, LLC | 0.04% | New | 716 | $207K |
| DDD Partners, LLC | 0.03% | New | 714 | $206K |
| Hubbell Strickland Wealth Management, LLC | 0.10% | New | 709 | $205K |
| Schaeffer Financial LLC | 0.20% | New | 703 | $203K |
| Vista Investment Management | 0.08% | New | 703 | $203K |
| Rockingstone Advisors LLC | 0.09% | Reduce -6.7% | 700 | $202K |
| Barclays PLC | 0.00% | No change | 700 | $202K |
| Cortland Associates Inc. | 0.02% | New | 700 | $202K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -25.6% | 697 | $201K |
| LBMC Investment Advisors, LLC | 0.02% | New | 697 | $201K |
| Reston Wealth Management LLC | 0.07% | Add +0.1% | 695 | $201K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -9.4% | 687 | $198K |
| Moisand Fitzgerald Tamayo, LLC | 0.03% | No change | 676 | $195K |
| Deutsche Bank AG | 0.00% | No change | 646 | $187K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 632 | $183K |
| West Branch Capital LLC | 0.06% | Add +0.2% | 612 | $177K |
| Transce3nd, LLC | 0.06% | — | 596 | $172K |
| Atala Financial Inc | 0.12% | — | 591 | $171K |
| Founders Financial Alliance, LLC | 0.04% | No change | 558 | $161K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.4% | 532 | $154K |
| MeadowBrook Investment Advisors LLC | 0.14% | No change | 522 | $151K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +13.3% | 511 | $148K |
| First Financial Corp. | 0.07% | Reduce -55.5% | 488 | $141K |
| United Community Bank | 0.05% | No change | 475 | $137K |
| Allworth Financial LP | 0.00% | Add +23.4% | 449 | $133K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 450 | $130K |
| North Star Investment Management Corp. | 0.01% | No change | 449 | $130K |
| Rhumbline Advisers | 0.00% | Add +85.8% | 433 | $125K |
| Simplex Trading, LLC | 0.00% | New | 414 | $119K |
| Transcendent Capital Group LLC | 0.06% | Add +7.3% | 409 | $118K |
| Harbor Investment Advisory, LLC | 0.01% | Add +386.9% | 409 | $118K |
| Collier Financial | 0.10% | — | 401 | $116K |
| Smartleaf Asset Management LLC | 0.01% | No change | 396 | $115K |
| Acropolis Investment Management, LLC | 0.01% | No change | 387 | $112K |
| Balentine LLC | 0.00% | No change | 382 | $110K |
| Ameriflex Group, Inc. | 0.05% | — | 372 | $110K |
| Painted Porch Advisors LLC | 0.05% | No change | 372 | $107K |
| Private Trust Co. NA | 0.01% | Reduce -11.6% | 343 | $99K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -85.4% | 341 | $98K |
| Bokf, NA | 0.00% | No change | 331 | $95K |
| BOK Financial Private Wealth, Inc. | 0.01% | New | 325 | $94K |
| Citadel Advisors | 0.00% | Reduce -83.0% | 312 | $90K |
| Asset Planning,Inc | 0.07% | — | 300 | $87K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 299 | $86K |
| Cyrus J. Lawrence, LLC | 0.02% | No change | 300 | $86K |
| PrairieView Partners, LLC | 0.01% | No change | 300 | $86K |
| TruNorth Capital Management, LLC | 0.02% | No change | 294 | $85K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -19.2% | 291 | $85K |
| CoreCap Advisors, LLC | 0.00% | Reduce -61.6% | 284 | $82K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +634.2% | 279 | $81K |
| Abound Wealth Management | 0.03% | Add +0.4% | 271 | $78K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 265 | $77K |
| Colonial Trust Co / SC | 0.01% | No change | 264 | $76K |
| Northwest Capital Management Inc | 0.03% | No change | 263 | $76K |
| ORG Partners LLC | 0.01% | Reduce -0.8% | 259 | $75K |
| PSI Advisors, LLC | 0.02% | No change | 255 | $74K |
| True Wealth Design, LLC | 0.03% | No change | 250 | $72K |
| Eastern Bank | 0.00% | No change | 249 | $72K |
| Copia Wealth Management | 0.07% | — | 248 | $72K |
| Larson Financial Group LLC | 0.00% | No change | 245 | $71K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 241 | $70K |
| Salem Investment Counselors Inc. | 0.00% | No change | 240 | $69K |
| Barrett & Company, Inc. | 0.03% | No change | 239 | $69K |
| Lowe Wealth Advisors, LLC | 0.03% | No change | 224 | $65K |
| Geneos Wealth Management Inc. | 0.00% | Add +274.1% | 217 | $63K |
| American National Bank & Trust | 0.01% | Reduce -4.5% | 212 | $61K |
| Coston, McIsaac & Partners | 0.02% | No change | 207 | $59K |
| Hilltop National Bank | 0.02% | No change | 198 | $57K |
| Orion Capital Management LLC | 0.02% | New | 195 | $56K |
| MPWM Advisory Solutions, LLC | 0.04% | — | 193 | $56K |
| Fourth Dimension Wealth, LLC | 0.03% | — | 181 | $52K |
| Concord Wealth Partners | 0.01% | No change | 179 | $52K |
| NBT Bank, N.A. | 0.00% | Add +39.7% | 162 | $47K |
| Talon Private Wealth, LLC | 0.01% | No change | 158 | $46K |
| Chilton Capital Management LLC | 0.00% | Add +1000.0% | 154 | $44K |
| Archer Investment Corp | 0.01% | No change | 153 | $44K |
| Marquette Associates, Inc. | 0.04% | No change | 150 | $43K |
| Anfield Capital Management, LLC | 0.02% | No change | 148 | $43K |
| DHJJ Financial Advisors, Ltd. | 0.02% | New | 145 | $42K |
| WR Wealth Planners, LLC | 0.01% | Reduce -80.3% | 136 | $39K |
| Glassman Wealth Services | 0.01% | New | 135 | $39K |
| Pin Oak Investment Advisors Inc. | 0.03% | No change | 133 | $37K |
| New Wave Wealth Advisors LLC | 0.01% | New | 125 | $36K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -67.0% | 122 | $35K |
| Robinswood Financial LLC | 0.01% | Reduce -9.0% | 121 | $35K |
| Toth Financial Advisory Corp. | 0.00% | No change | 116 | $34K |
| Wintrust Investments LLC | 0.03% | Reduce -42.9% | 108 | $31K |
| Islay Capital Management, LLC | 0.02% | Reduce -60.0% | 100 | $29K |
| JDM Financial Group LLC | 0.01% | No change | 100 | $29K |
| FWL Investment Management, LLC | 0.01% | No change | 100 | $29K |
| Operose Advisors LLC | 0.01% | No change | 100 | $29K |
| Arlington Trust Co LLC | 0.01% | New | 100 | $29K |
| Midwest Capital Advisors, LLC | 0.02% | — | 96 | $28K |
| Atlatl Advisers LLC | 0.02% | — | 90 | $26K |
| TFC Financial Management, Inc. | 0.00% | No change | 90 | $26K |
| MCF Advisors LLC | 0.00% | Reduce -5.3% | 89 | $26K |
| Country Trust Bank | 0.00% | No change | 88 | $25K |
| Trust Co | 0.00% | No change | 87 | $25K |
| GAMMA Investing LLC | 0.00% | No change | 85 | $25K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 83 | $24K |
| Evermay Wealth Management LLC | 0.00% | No change | 77 | $22K |
| Westside Investment Management, Inc. | 0.00% | No change | 76 | $22K |
| Quadrant Capital Group LLC | 0.00% | No change | 76 | $22K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Add +55.6% | 70 | $20K |
| Pineridge Advisors LLC | 0.01% | No change | 67 | $19K |
| Raleigh Capital Management Inc. | 0.01% | Add +66.7% | 65 | $19K |
| Park Place Capital Corp | 0.01% | No change | 65 | $19K |
| Topsail Wealth Management, LLC | 0.00% | — | 65 | $19K |
| Caldwell Trust Co | 0.00% | No change | 64 | $18K |
| Anchor Investment Management, LLC | 0.00% | No change | 64 | $18K |
| WASHINGTON TRUST Co | 0.00% | No change | 52 | $15K |
| DecisionPoint Financial, LLC | 0.00% | No change | 51 | $15K |
| Versant Capital Management, Inc | 0.00% | No change | 51 | $15K |
| Brooklyn Investment Group | 0.00% | New | 50 | $14K |
| Sandy Spring Bank | 0.00% | No change | 50 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 50 | $14K |
| CENTRAL TRUST Co | 0.00% | Add +250.0% | 49 | $14K |
| Noble Wealth Management PBC | 0.01% | — | 47 | $14K |
| Sage Mountain Advisors LLC | 0.00% | New | 47 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 47 | $13K |
| Newton One Investments LLC | 0.01% | New | 46 | $13K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 48 | $13K |
| Breakwater Investment Management | 0.01% | No change | 45 | $13K |
| Angeles Wealth Management, LLC | 0.00% | No change | 43 | $12K |
| Central Pacific Bank - Trust Division | 0.00% | New | 39 | $11K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -2.6% | 38 | $11K |
| Key Financial Inc | 0.00% | No change | 37 | $11K |
| BNP Paribas Financial Markets | 0.00% | Add +825.0% | 37 | $11K |
| Paladin Advisory Group, LLC | 0.01% | No change | 36 | $10K |
| Lee Danner & Bass Inc. | 0.00% | New | 36 | $10K |
| Dunhill Financial, LLC | 0.00% | No change | 35 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 34 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 33 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 33 | $10K |
| Crews Bank & Trust | 0.00% | — | 33 | $10K |
| New Republic Capital, LLC | 0.01% | Add +3.2% | 32 | $9K |
| Tucker Asset Management LLC | 0.00% | New | 32 | $9K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 32 | $9K |
| Silicon Valley Capital Partners | 0.00% | No change | 25 | $7K |
| Grand Wealth Management, LLC | 0.00% | No change | 25 | $7K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 24 | $7K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 22 | $6K |
| TCTC Holdings, LLC | 0.00% | No change | 22 | $6K |
| Cary Street Partners Investment Advisory LLC | 0.00% | Reduce -98.5% | 21 | $6K |
| Delta Asset Management LLC | 0.00% | No change | 19 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -18.2% | 18 | $5K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 15 | $4K |
| MGB Wealth Management, LLC | 0.00% | No change | 15 | $4K |
| Global Financial Private Client, LLC | 0.00% | No change | 14 | $4K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 14 | $4K |
| Rakuten Securities, Inc. | 0.00% | Add +133.3% | 14 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -14.3% | 12 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -94.8% | 12 | $3K |
| Truvestments Capital LLC | 0.00% | New | 9 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 9 | $3K |
| St Germain D J Co. Inc. | 0.00% | No change | 9 | $3K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 8 | $2K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 6 | $2K |
| Decker Retirement Planning Inc. | 0.00% | — | 5 | $1K |
| Kessler Investment Group, LLC | 0.00% | No change | 5 | $1K |
| McIlrath & Eck, LLC | 0.00% | New | 5 | $1K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | No change | 4 | $1K |
| Caitlin John, LLC | 0.00% | No change | 4 | $1K |
| North Ridge Wealth Advisors, Inc. | 0.00% | New | 3 | $867 |
| Lanark Financial, Inc. | 0.06% | — | 2 | $665 |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $578 |
"% 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.