iShares Preferred & Income SPFFETF
13F holders, Q1 2024 (March 31)1,045holders
3famous investors
$32.22avg. 13F price*
At the end of Q1 2024, 1,045 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings. The largest holders were Bank of America Corp. ($724.6M), Morgan Stanley ($443.8M) and Wells Fargo & Company ($251.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Preferred & Income S
- CUSIP
- 464288687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $154.7M |
| Exits | 74 | $69.5M |
Ownership 1,045 holders
| Bank of America Corp. | 0.07% | Add +15.2% | 22,482,268 | $724.6M |
| Morgan Stanley | 0.04% | Reduce -4.2% | 13,768,274 | $443.8M |
| Wells Fargo & Company | 0.07% | Add +9.3% | 7,793,474 | $251.2M |
| LPL Financial LLC | 0.12% | Add +21.3% | 6,702,981 | $216.0M |
| UBS Group AG | 0.07% | Add +0.7% | 6,333,200 | $204.1M |
| JPMorgan Chase & Co. | 0.02% | Add +406.3% | 5,627,657 | $181.4M |
| Envestnet Asset Management Inc. | 0.06% | Add +5.5% | 4,822,164 | $155.4M |
| Royal Bank of Canada | 0.04% | Add +22.4% | 4,584,105 | $147.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +254.0% | 3,703,697 | $119.4M |
| Mariner, LLC | 0.24% | Add +6.6% | 3,613,977 | $116.5M |
| BlackRock Inc. | 0.00% | Add +31.2% | 3,209,464 | $103.4M |
| Rockefeller Capital Management L.P. | 0.24% | Add +9.3% | 2,595,196 | $83.6M |
| Ameriprise Financial Inc. | 0.02% | Add +13.6% | 2,574,233 | $82.9M |
| Cohen & Steers, Inc. | 0.17% | Reduce -54.3% | 2,535,014 | $81.7M |
| US Bancorp \de | 0.11% | Add +3.4% | 2,460,959 | $79.3M |
| Ocean Park Asset Management, LLC | 3.24% | Add +13.4% | 2,132,163 | $68.7M |
| Commonwealth Equity Services, LLC | 0.11% | Add +1.9% | 2,020,862 | $65.1M |
| Orgel Wealth Management, LLC | 1.61% | Reduce -0.9% | 1,821,736 | $58.7M |
| Truist Financial Corp. | 0.08% | Add +2.7% | 1,700,440 | $54.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -30.6% | 1,641,374 | $52.9M |
| First Interstate Bank | 3.60% | Add +13.5% | 1,612,068 | $52.0M |
| HRT Financial LP | 0.32% | New | 1,606,364 | $51.8M |
| Deutsche Bank AG | 0.02% | Add +0.2% | 1,557,195 | $50.2M |
| Osaic Holdings, Inc. | 0.10% | Reduce -6.4% | 1,457,426 | $47.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.06% | Add +8.3% | 1,440,629 | $46.4M |
| Charles Schwab Investment Advisory, Inc. | 0.06% | New | 1,399,411 | $45.1M |
| Janney Montgomery Scott LLC | 0.13% | Reduce -7.3% | 1,391,966 | $44.9M |
| Edge Wealth Management LLC | 9.41% | Reduce -1.0% | 1,389,103 | $44.8M |
| TRUE Private Wealth Advisors | 5.10% | Add +15.0% | 1,378,133 | $44.4M |
| Cetera Investment Advisers | 0.10% | Add +333.5% | 1,264,149 | $40.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +38.2% | 1,256,776 | $40.5M |
| Fifth Third Bancorp | 0.15% | Reduce -7.9% | 1,224,476 | $39.5M |
| Dakota Wealth Management | 0.94% | Add +2.2% | 1,169,461 | $37.7M |
| Hilton Capital Management, LLC | 3.28% | Reduce -3.4% | 1,134,864 | $36.6M |
| Keybank National Association | 0.14% | Reduce -3.9% | 1,067,812 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +1.9% | 1,027,089 | $33.1M |
| Insight Wealth Strategies, LLC | 4.54% | Add +1.2% | 960,018 | $30.9M |
| Greenleaf Trust | 0.29% | Add +32.2% | 958,520 | $30.9M |
| SG Americas Securities, LLC | 0.16% | No change | 924,696 | $29.8M |
| Stephens Inc. | 0.46% | Add +1.0% | 914,921 | $29.5M |
| SVB Wealth LLC | 0.59% | Reduce -2.6% | 825,416 | $26.6M |
| Baird Financial Group, Inc. | 0.05% | Reduce -4.0% | 788,527 | $25.4M |
| Corient Private Wealth LP | 0.05% | Reduce -4.4% | 787,836 | $25.4M |
| Montis Financial, LLC | 11.83% | Add +145.4% | 772,390 | $24.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.72% | Reduce -7.9% | 720,511 | $23.2M |
| Townsend & Associates, Inc | 2.71% | Add +2.4% | 740,256 | $23.2M |
| Welch & Forbes LLC | 0.30% | Reduce -0.6% | 684,818 | $22.1M |
| Raymond James & Associates | 0.01% | Reduce -28.6% | 672,958 | $21.7M |
| Jaffetilchin Investment Partners, LLC | 1.93% | Add +170.8% | 668,653 | $21.6M |
| Stifel Financial Corp. | 0.02% | Add +11.0% | 661,111 | $21.3M |
| Summit Financial Wealth Advisors, LLC | 4.24% | Add +7.3% | 648,743 | $20.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +1.6% | 614,437 | $19.8M |
| CW Advisors, LLC | 0.34% | Reduce -6.7% | 612,575 | $19.7M |
| HighTower Advisors, LLC | 0.03% | Add +8.4% | 604,579 | $19.5M |
| MML Investors Services, LLC | 0.08% | Add +3.7% | 575,022 | $18.5M |
| Marshall Wace, LLP | 0.03% | Add +39.0% | 570,200 | $18.4M |
| Country Trust Bank | 0.48% | No change | 568,984 | $18.3M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.44% | No change | 567,500 | $18.3M |
| Bank of Montreal | 0.01% | Add +5.3% | 526,779 | $17.1M |
| Cerity Partners LLC | 0.04% | Add +8.8% | 506,592 | $16.3M |
| SP Asset Management LLC | 1.50% | Reduce -23.2% | 500,030 | $16.1M |
| Tobias Financial Advisors, Inc. | 3.55% | Add +2.6% | 486,174 | $15.7M |
| Fulton Breakefield Broenniman LLC | 1.20% | Add +3.9% | 485,134 | $15.6M |
| Falcon Wealth Planning | 2.35% | Add +23.6% | 459,917 | $14.8M |
| Citigroup Inc. | 0.02% | Add +9.3% | 443,416 | $14.3M |
| Advisors Management Group Inc. | 3.50% | Add +3.4% | 437,514 | $14.1M |
| Pure Financial Advisors, LLC | 0.43% | Add +6.5% | 431,286 | $13.9M |
| Kestra Advisory Services, LLC | 0.09% | Add +7.0% | 429,218 | $13.8M |
| Florida Trust Wealth Management Co | 0.47% | Reduce -13.5% | 428,277 | $13.8M |
| GDS Wealth Management | 1.61% | Add +17.4% | 426,622 | $13.8M |
| Rebalance, LLC | 1.10% | Reduce -4.6% | 413,676 | $13.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +15.5% | 391,715 | $12.6M |
| Conning Inc. | 0.43% | No change | 390,500 | $12.6M |
| Diversify Advisory Services, LLC | 0.73% | — | 388,376 | $12.5M |
| Hilltop Holdings Inc. | 1.34% | Add +251.5% | 373,670 | $12.0M |
| Synovus Financial Corp. | 0.15% | Add +3.4% | 364,485 | $11.7M |
| Northside Capital Management, LLC | 2.04% | Reduce -13.0% | 354,284 | $11.4M |
| Ballast, Inc. | 3.44% | Add +3.5% | 338,194 | $10.9M |
| Atria Wealth Solutions, Inc. | 0.12% | Add +6.6% | 334,740 | $10.8M |
| Davidson Investment Advisors | 0.55% | Add +12.9% | 330,246 | $10.6M |
| Capstone Investment Advisors, LLC | 0.37% | Add +7.8% | 329,801 | $10.6M |
| Regal Investment Advisors LLC | 0.70% | Reduce -2.7% | 318,443 | $10.3M |
| Parkside Investments, LLC | 1.57% | Reduce -1.0% | 307,967 | $9.9M |
| Captrust Financial Advisors | 0.04% | Reduce -4.6% | 307,047 | $9.9M |
| Avantax Advisory Services, Inc. | 0.09% | Add +26.9% | 300,988 | $9.7M |
| Collective Family Office LLC | 3.11% | Reduce -3.5% | 297,074 | $9.6M |
| Westover Capital Advisors, LLC | 2.79% | Add +2.5% | 296,168 | $9.5M |
| NewEdge Advisors, LLC | 0.08% | Add +22.9% | 294,873 | $9.5M |
| Capital Square, LLC | 6.39% | New | 280,733 | $9.0M |
| Clark Capital Management Group, Inc. | 0.07% | Add +55.3% | 272,853 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +20.7% | 270,014 | $8.7M |
| Jane Street Group, LLC | 0.01% | Add +2107.8% | 267,214 | $8.6M |
| Spectrum Asset Management, Inc. | 16.31% | Add +18.2% | 263,268 | $8.5M |
| Vantage Wealth | 1.91% | Reduce -12.1% | 253,900 | $8.2M |
| Private Advisor Group, LLC | 0.06% | Add +16.2% | 251,265 | $8.1M |
| Sowa Financial Group, Inc. | 6.51% | No change | 255,614 | $8.0M |
| Focus Partners Wealth | 0.06% | Add +1022.3% | 245,889 | $7.9M |
| NewEdge Wealth, LLC | 0.18% | Reduce -6.5% | 252,168 | $7.9M |
| Angeles Wealth Management, LLC | 0.78% | Add +10.0% | 240,390 | $7.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.7% | 234,353 | $7.6M |
| Full Sail Capital, LLC | 0.52% | Reduce -0.2% | 233,308 | $7.5M |
| Greenwood Capital Associates LLC | 1.00% | Reduce -17.1% | 232,563 | $7.5M |
| CIBC Private Wealth Group LLC | 0.01% | Add +1.1% | 226,688 | $7.3M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -0.1% | 225,138 | $7.3M |
| Comerica Bank | 0.03% | Add +1.9% | 223,860 | $7.2M |
| Park Avenue Securities LLC | 0.09% | Add +26.1% | 223,084 | $7.2M |
| D.A. Davidson & Co. | 0.06% | Add +8.7% | 219,082 | $7.1M |
| Rothschild Investment LLC | 0.51% | Reduce -0.2% | 218,889 | $7.1M |
| Moser Wealth Advisors, LLC | 3.91% | Reduce -0.8% | 217,554 | $7.0M |
| Exencial Wealth Advisors, LLC | 0.26% | Reduce -5.1% | 217,458 | $7.0M |
| Crewe Advisors LLC | 0.80% | Reduce -21.7% | 213,576 | $6.9M |
| Mesirow Financial Investment Management, Inc. | 0.15% | Add +15.2% | 211,227 | $6.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +49.5% | 210,790 | $6.8M |
| Financial Advisory Partners, LLC | 2.60% | Reduce -2.0% | 209,100 | $6.7M |
| Assetmark, Inc. | 0.02% | Add +1.9% | 208,484 | $6.7M |
| Creative Planning | 0.01% | Add +10.6% | 204,812 | $6.6M |
| SeaBridge Investment Advisors LLC | 1.73% | Add +140.3% | 203,946 | $6.6M |
| ForthRight Wealth Management, LLC | 2.35% | Reduce -6.8% | 203,563 | $6.6M |
| Stablepoint Partners, LLC | 1.28% | Add +10.9% | 196,503 | $6.3M |
| AMG National Trust Bank | 0.18% | Add +67.5% | 193,545 | $6.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.33% | Add +23.4% | 191,794 | $6.2M |
| Fortis Group Advisors, LLC | 1.12% | Add +9151.3% | 188,726 | $6.1M |
| Treynor Bancshares, Inc. | 3.52% | Reduce -0.1% | 187,897 | $6.1M |
| Dynamic Advisor Solutions LLC | 0.20% | Reduce -4.7% | 186,577 | $6.0M |
| Balanced Wealth Group LLC | 2.63% | Add +5.1% | 215,219 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -21.1% | 181,710 | $5.9M |
| Quest Investment Management LLC | 0.64% | No change | 177,528 | $5.7M |
| Lido Advisors, LLC | 0.05% | Add +7.6% | 172,021 | $5.5M |
| Waverly Advisors, LLC | 0.13% | Add +163.5% | 169,918 | $5.5M |
| Houlihan Financial Resource Group, Ltd. | 2.44% | Add +0.9% | 168,879 | $5.4M |
| Prospera Financial Services Inc | 0.16% | Add +15.4% | 166,314 | $5.4M |
| Fragasso Financial Advisors Inc | 0.45% | Reduce -7.2% | 166,159 | $5.4M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -55.7% | 165,679 | $5.3M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -55.7% | 165,679 | $5.3M |
| Blue Fin Capital, Inc. | 1.17% | Add +0.3% | 162,862 | $5.2M |
| Lincoln National Corp. | 0.08% | Add +4.3% | 162,639 | $5.2M |
| Procyon Advisors, LLC | 0.40% | Reduce -62.3% | 159,704 | $5.1M |
| BOS Asset Management, LLC | 2.69% | Reduce -0.0% | 158,829 | $5.1M |
| Beacon Harbor Wealth Advisors, Inc. | 1.34% | Add +387.5% | 157,153 | $5.1M |
| Prudential Financial Inc. | 0.01% | Reduce -1.6% | 156,196 | $5.0M |
| Cypress Wealth Services, LLC | 1.16% | Reduce -1.9% | 155,103 | $5.0M |
| Kickstand Ventures, Llc. | 1.41% | Add +8.2% | 154,314 | $5.0M |
| All Season Financial Advisors, Inc. | 4.08% | Add +25.6% | 152,868 | $4.9M |
| RPg Family Wealth Advisory, LLC | 1.55% | Add +12.0% | 151,797 | $4.9M |
| Independent Financial Group, LLC | 0.22% | Reduce -2.6% | 151,563 | $4.9M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Add +3.4% | 149,767 | $4.8M |
| Apollon Wealth Management, LLC | 0.15% | Reduce -1.9% | 147,906 | $4.8M |
| Coppell Advisory Solutions Corp. | 0.90% | — | 147,581 | $4.8M |
| Curran Financial Partners, LLC | 1.65% | Add +2.2% | 146,973 | $4.7M |
| United Capital Financial Advisors, LLC | 0.04% | Add +173.8% | 145,394 | $4.7M |
| Jackson, Grant Investment Advisers, Inc. | 1.92% | Reduce -0.7% | 145,277 | $4.7M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Add +6.4% | 142,443 | $4.6M |
| Ratio Wealth Group | 0.84% | Add +0.3% | 140,378 | $4.5M |
| Kades & Cheifetz LLC | 2.89% | Reduce -1.9% | 140,126 | $4.5M |
| JT Stratford LLC | 0.89% | Add +3.3% | 137,466 | $4.4M |
| Moran Wealth Management, LLC | 0.14% | Reduce -35.5% | 135,496 | $4.4M |
| Friedenthal Financial | 2.68% | Add +55328.7% | 135,246 | $4.4M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Add +11.8% | 142,893 | $4.3M |
| Spire Wealth Management | 0.08% | Add +82.7% | 133,487 | $4.3M |
| Schroder Investment Management Group | 0.01% | Reduce -6.4% | 132,415 | $4.3M |
| Peoples Bank | 3.33% | Reduce -1.6% | 132,295 | $4.3M |
| Old National Bancorp | 0.10% | Reduce -2.1% | 132,215 | $4.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +3.0% | 131,950 | $4.3M |
| Parallel Advisors, LLC | 0.11% | Reduce -3.0% | 130,273 | $4.2M |
| Crown Oak Advisors, LLC | 2.31% | No change | 130,000 | $4.2M |
| Curbstone Financial Management Corp | 0.90% | Reduce -0.1% | 129,350 | $4.2M |
| RFG Advisory, LLC | 0.14% | Add +50.6% | 129,156 | $4.2M |
| Intrepid Financial Planning Group LLC | 1.79% | New | 128,802 | $4.2M |
| Redmont Wealth Advisors LLC | 5.76% | Add +25.7% | 128,152 | $4.1M |
| Shulman DeMeo Asset Management LLC | 1.07% | Reduce -0.8% | 125,555 | $4.0M |
| Liberty Capital Management, Inc. | 0.99% | Reduce -25.1% | 125,148 | $4.0M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -34.3% | 124,553 | $4.0M |
| Fiera Capital Corp | 0.01% | Reduce -8.0% | 124,418 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -0.9% | 122,868 | $4.0M |
| Bank of Stockton | 1.22% | Add +1.7% | 122,645 | $4.0M |
| Cynosure Group, LLC | 0.71% | Add +0.0% | 122,610 | $3.9M |
| MassMutual Private Wealth & Trust, FSB | 0.12% | Add +4.0% | 122,396 | $3.9M |
| Freedom Day Solutions, LLC | 1.39% | Add +14.6% | 121,417 | $3.9M |
| First American Trust, FSB | 0.41% | Add +220.8% | 121,167 | $3.9M |
| Perennial Advisors, LLC | 0.91% | Add +2.2% | 121,156 | $3.9M |
| D L Carlson Investment Group Inc. | 0.76% | Add +1.1% | 121,154 | $3.9M |
| DAVENPORT & Co LLC | 0.02% | Add +8.2% | 120,859 | $3.9M |
| MIdWestOne Financial Group, Inc. | 0.68% | Add +48.5% | 116,570 | $3.8M |
| DT Investment Partners, LLC | 0.37% | New | 114,976 | $3.7M |
| Brookstone Capital Management | 0.07% | Add +13.1% | 114,092 | $3.7M |
| Geneos Wealth Management Inc. | 0.17% | Reduce -8.7% | 113,979 | $3.7M |
| Oppenheimer & Co. Inc. | 0.06% | Add +5.4% | 112,804 | $3.6M |
| Principal Securities, Inc. | 0.11% | Add +25.6% | 110,246 | $3.6M |
| Cresset Asset Management, LLC | 0.02% | Add +13.0% | 106,078 | $3.4M |
| Summit Financial Group, Inc. | 1.20% | Add +2.9% | 104,762 | $3.4M |
| Sterling Investment Advisors, Ltd. | 0.93% | Reduce -1.5% | 102,559 | $3.3M |
| Grey Ledge Advisors, LLC | 0.93% | Add +0.6% | 102,309 | $3.3M |
| XML Financial, LLC | 0.34% | Add +65.3% | 102,173 | $3.3M |
| White Pine Capital LLC | 1.25% | Add +17.7% | 105,822 | $3.3M |
| Atlantic Edge Private Wealth Management, LLC | 1.12% | Add +0.7% | 101,066 | $3.3M |
| Renaissance Technologies | 0.01% | Reduce -66.1% | 100,300 | $3.2M |
| Centaurus Financial, Inc. | 0.22% | Reduce -2.3% | 99,574 | $3.2M |
| Sykon Capital LLC | 1.16% | Add +158.2% | 99,488 | $3.2M |
| Wendell David Associates Inc. | 0.32% | Reduce -24.5% | 99,062 | $3.2M |
| Alexander Labrunerie & Co., Inc. | 1.80% | — | 98,322 | $3.2M |
| Mutual Advisors, LLC | 0.10% | Reduce -4.2% | 97,532 | $3.1M |
| Penn Mutual Asset Management | 10.22% | No change | 97,300 | $3.1M |
| Atria Investments, Inc | 0.04% | Add +5.7% | 96,961 | $3.1M |
| Congress Asset Management Co. | 0.02% | Reduce -2.7% | 95,738 | $3.1M |
| Palouse Capital Management, Inc. | 2.00% | Reduce -6.2% | 94,131 | $3.0M |
| Charles Schwab Trust Co | 0.29% | Add +48.4% | 93,676 | $3.0M |
| KMG Fiduciary Partners, LLC | 0.31% | Add +5.3% | 92,484 | $3.0M |
| Howard Wealth Management, LLC | 2.39% | Add +4.4% | 91,239 | $2.9M |
| SouthState Bank Corp | 0.23% | Reduce -12.0% | 90,929 | $2.9M |
| Roman Butler Fullerton & Co. | 1.10% | Reduce -10.7% | 94,241 | $2.9M |
| HSBC Holdings PLC | 0.00% | Add +19.3% | 90,227 | $2.9M |
| SageView Advisory Group, LLC | 0.15% | Reduce -61.0% | 15,423 | $2.9M |
| Rwa Wealth Partners, LLC | 0.04% | Add +11.5% | 89,516 | $2.9M |
| Bouvel Investment Partners, LLC | 1.23% | Reduce -3.6% | 88,333 | $2.8M |
| Dumont & Blake Investment Advisors LLC | 0.80% | Reduce -0.2% | 86,303 | $2.8M |
| Sound View Wealth Advisors Group, LLC | 0.30% | Reduce -3.1% | 86,235 | $2.8M |
| Tempus Wealth Planning, LLC | 1.22% | Reduce -0.8% | 86,135 | $2.8M |
| Guardian Wealth Advisors, LLC | 1.79% | Add +1.5% | 85,716 | $2.8M |
| Eagle Strategies LLC | 0.61% | Add +198.9% | 84,764 | $2.7M |
| Norway Savings Bank | 1.14% | Reduce -2.2% | 84,672 | $2.7M |
| Disciplined Investments, LLC | 1.48% | Add +0.2% | 84,205 | $2.7M |
| SOL Capital Management CO | 0.34% | Add +8.5% | 84,180 | $2.7M |
| Crabel Capital Management, LLC | 2.35% | Reduce -8.6% | 83,679 | $2.7M |
| Hohimer Wealth Management, LLC | 0.63% | Add +20.1% | 83,647 | $2.7M |
| Cwm, LLC | 0.01% | Reduce -21.7% | 83,022 | $2.7M |
| Clearbridge Investments, LLC | 0.00% | Reduce -7.5% | 83,016 | $2.7M |
| Global Assets Advisory, LLC | 1.59% | Add +7.1% | 82,313 | $2.6M |
| Beck Bode, LLC | 0.54% | Reduce -13.0% | 82,028 | $2.6M |
| Michelson Medical Research Foundation, Inc. | 1.60% | No change | 81,970 | $2.6M |
| Mount Lucas Management LP | 0.88% | Reduce -2.4% | 81,243 | $2.6M |
| Smith Shellnut Wilson LLC | 1.38% | Add +0.4% | 80,523 | $2.6M |
| Graypoint LLC | 0.19% | Add +4.3% | 80,310 | $2.6M |
| MYDA Advisors LLC | 0.90% | No change | 80,000 | $2.6M |
| St Germain D J Co. Inc. | 0.12% | Add +10.2% | 78,760 | $2.5M |
| Great Diamond Partners, LLC | 0.58% | Add +221.7% | 78,685 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.29% | New | 78,205 | $2.5M |
| Community Bank, N.A. | 0.33% | Add +6.6% | 78,036 | $2.5M |
| Invictus Private Wealth, LLC | 0.22% | Add +2.8% | 77,430 | $2.5M |
| Fifth Third Securities, Inc. | 0.24% | Reduce -7.4% | 77,376 | $2.5M |
| Channel Wealth LLC | 1.00% | Add +4.3% | 77,305 | $2.5M |
| Harbor Advisory Corp. | 0.84% | No change | 76,921 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Reduce -8.2% | 76,431 | $2.5M |
| Investors Research Corp | 0.57% | Add +6.8% | 75,933 | $2.4M |
| Barclays PLC | 0.00% | Reduce -4.3% | 74,900 | $2.4M |
| Corrado Advisors, LLC | 1.59% | Reduce -4.5% | 74,863 | $2.4M |
| Little House Capital LLC | 0.79% | New | 74,210 | $2.4M |
| NBT Bank, N.A. | 0.17% | Reduce -0.2% | 72,828 | $2.3M |
| Sharper & Granite LLC | 1.13% | Add +13.6% | 73,150 | $2.3M |
| Bessemer Group Inc. | 0.00% | Reduce -8.9% | 72,289 | $2.3M |
| Duncker Streett & Co. Inc. | 0.45% | Add +42.5% | 71,074 | $2.3M |
| Westshore Wealth, LLC | 0.95% | Reduce -6.4% | 70,942 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +17.3% | 69,807 | $2.2M |
| Aletheian Wealth Advisors LLC | 1.21% | Add +14.3% | 69,149 | $2.2M |
| FOCUS Wealth Advisors, LLC | 1.19% | Add +3.3% | 69,110 | $2.2M |
| Sei Investments Co. | 0.00% | Reduce -6.0% | 69,023 | $2.2M |
| SPC Financial, Inc. | 0.21% | Add +0.5% | 68,948 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +7.4% | 68,605 | $2.2M |
| Reitz Capital Advisors LLC | 3.98% | No change | 70,883 | $2.2M |
| Matrix Private Capital Group LLC | 1.47% | Reduce -2.9% | 67,502 | $2.2M |
| TrueWealth Advisors, LLC | 0.84% | Reduce -53.2% | 67,500 | $2.2M |
| Advisory Services Network, LLC | 0.05% | Reduce -49.2% | 67,380 | $2.2M |
| First Citizens Bank & Trust Co. | 0.04% | New | 67,266 | $2.2M |
| McRae Capital Management Inc. | 0.47% | Reduce -9.6% | 67,001 | $2.2M |
| First National Trust Co | 0.09% | Reduce -0.0% | 65,837 | $2.1M |
| Destination Wealth Management | 0.07% | Add +20.2% | 65,607 | $2.1M |
| Lake Hills Wealth Management, LLC | 1.89% | New | 65,084 | $2.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +23.3% | 64,808 | $2.1M |
| Transcend Capital Advisors, LLC | 0.17% | Add +29.8% | 64,158 | $2.1M |
| Wedbush Securities Inc. | 0.08% | Reduce -17.2% | 64,106 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Reduce -0.4% | 64,079 | $2.1M |
| Insigneo Advisory Services, LLC | 0.24% | Add +6.5% | 63,693 | $2.1M |
| Realta Investment Advisors | 0.42% | Add +6.9% | 63,499 | $2.0M |
| Wesbanco Bank Inc. | 0.08% | Add +1.5% | 63,127 | $2.0M |
| Checchi Capital Advisers, LLC | 0.16% | Reduce -4.4% | 62,994 | $2.0M |
| Wayfinding Financial, LLC | 1.19% | Reduce -17.0% | 64,823 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 1.08% | Reduce -1.1% | 62,734 | $2.0M |
| Creegan & Nassoura Financial Group, LLC | 1.35% | New | 62,635 | $2.0M |
| Donaldson Capital Management, LLC | 0.08% | Add +0.3% | 62,269 | $2.0M |
| Perigon Wealth Management, LLC | 0.06% | Add +90.3% | 62,036 | $2.0M |
| Benjamin F. Edwards & Company, Inc. | 0.04% | Reduce -11.1% | 61,753 | $2.0M |
| Cibc World Market Inc. | 0.01% | Add +94.8% | 61,330 | $2.0M |
| SWAN Capital LLC | 1.12% | Add +31.0% | 61,120 | $2.0M |
| Eagle Harbor Asset Management Inc. | 2.09% | Add +4.7% | 60,861 | $2.0M |
| Sigma Planning Corp | 0.06% | Add +61.0% | 60,570 | $2.0M |
| HFG Advisors, Inc. | 1.72% | Add +3.2% | 60,257 | $1.9M |
| CreativeOne Wealth, LLC | 0.08% | Add +35.7% | 59,513 | $1.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +9.2% | 59,243 | $1.9M |
| Janney Capital Management LLC | 0.13% | Reduce -15.3% | 59,227 | $1.9M |
| Bank of New York Mellon Corp | 0.00% | Add +25.5% | 59,063 | $1.9M |
| FirstPurpose Wealth LLC | 0.69% | Reduce -17.8% | 59,955 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -57.6% | 58,500 | $1.9M |
| Benjamin Edwards Inc. | 0.37% | Add +3.7% | 58,273 | $1.9M |
| Faithward Advisors, LLC | 0.34% | Add +12394.6% | 58,100 | $1.9M |
| AXS Investments LLC | 0.45% | Reduce -17.1% | 58,000 | $1.9M |
| IFG Advisory, LLC | 0.14% | Add +12.7% | 57,590 | $1.9M |
| Curi Capital, LLC | 0.04% | Add +199.6% | 57,455 | $1.9M |
| First National Corp. /Ma/ | 0.45% | No change | 59,282 | $1.8M |
| Northwest Bancshares, Inc. | 0.29% | Reduce -4.1% | 57,172 | $1.8M |
| Powell Investment Advisors, LLC | 0.97% | Reduce -4.7% | 57,079 | $1.8M |
| Lanark Financial, Inc. | 0.17% | Reduce -2.9% | 56,049 | $1.8M |
| Wetzel Investment Advisors, Inc. | 1.07% | Add +1.2% | 59,085 | $1.8M |
| Chesapeake Capital Corp. | 1.35% | Reduce -25.7% | 56,116 | $1.8M |
| Sierra Capital LLC | 0.24% | Reduce -0.2% | 55,966 | $1.8M |
| City Holding Co. | 0.27% | Reduce -0.3% | 55,981 | $1.8M |
| Noesis Capital Mangement Corp. | 0.40% | Reduce -1.6% | 55,833 | $1.8M |
| Coulter & Justus Financial Services, LLC | 0.40% | New | 55,833 | $1.8M |
| Grandview Asset Management LLC | 0.81% | Reduce -5.8% | 55,479 | $1.8M |
| Mathes Company, Inc. | 0.67% | Add +4.6% | 55,050 | $1.8M |
| Chicago Partners Investment Group LLC | 0.08% | Add +1.8% | 56,463 | $1.8M |
| Rockingstone Advisors LLC | 0.91% | Add +6.4% | 54,723 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -32.7% | 54,625 | $1.8M |
| Stokes Capital Advisors, LLC | 0.51% | Add +75.1% | 54,407 | $1.8M |
| Elevated Capital Advisors, LLC | 0.50% | Reduce -0.3% | 54,360 | $1.8M |
| TFG Advisers LLC | 0.68% | Reduce -3.3% | 54,296 | $1.7M |
| Kingsview Wealth Management, LLC | 0.04% | Add +2.3% | 53,633 | $1.7M |
| Sheaff Brock Investment Advisors, LLC | 0.14% | Reduce -47.8% | 53,482 | $1.7M |
| Bokf, NA | 0.03% | Reduce -82.7% | 53,487 | $1.7M |
| Arcataur Capital Management LLC | 0.62% | Reduce -0.5% | 53,232 | $1.7M |
| Level Four Advisory Services, LLC | 0.09% | No change | 54,912 | $1.7M |
| Fortis Capital Management LLC | 0.45% | Add +1.1% | 52,830 | $1.7M |
| Busey Bank | 0.06% | Reduce -1.3% | 52,580 | $1.7M |
| Dynamic Wealth Strategies, LLC | 1.45% | Add +22.6% | 52,508 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +74.2% | 52,290 | $1.7M |
| Farrell Financial LLC | 1.36% | Add +3.2% | 51,589 | $1.7M |
| Shufro Rose & Co. LLC | 0.14% | Add +28.7% | 51,145 | $1.6M |
| TCTC Holdings, LLC | 0.05% | Add +34.6% | 50,970 | $1.6M |
| Atlas Private Wealth Advisors | 0.55% | Reduce -46.3% | 50,801 | $1.6M |
| Emergent Wealth Advisors, LLC | 1.41% | Add +44.1% | 50,604 | $1.6M |
| Accel Wealth Management | 0.69% | Add +6.6% | 50,207 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -3.9% | 50,036 | $1.6M |
| Glaxis Capital Management, LLC | 3.01% | No change | 50,000 | $1.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -5.3% | 49,672 | $1.6M |
| Berkeley Capital Partners, LLC | 0.48% | New | 49,271 | $1.6M |
| Independence Bank of Kentucky | 0.48% | Reduce -1.9% | 49,245 | $1.6M |
| Argonautica Private Wealth Management, Inc. | 0.57% | Add +3.8% | 48,879 | $1.6M |
| Pettyjohn, Wood & White, Inc. | 0.31% | Reduce -0.2% | 48,785 | $1.6M |
| Albion Financial Group | 0.12% | Add +3.2% | 47,733 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -6.5% | 47,309 | $1.5M |
| Prairiewood Capital, LLC | 0.71% | Add +0.1% | 47,062 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 46,523 | $1.5M |
| Raymond James Trust N.A. | 0.04% | Add +6.3% | 46,406 | $1.5M |
| Chatham Capital Group, Inc. | 0.27% | Reduce -3.9% | 46,009 | $1.5M |
| Bath Savings Trust Co | 0.16% | Reduce -3.3% | 45,928 | $1.5M |
| Money Concepts Capital Corp. | 0.14% | Add +9.6% | 45,613 | $1.5M |
| Brave Asset Management Inc. | 0.38% | No change | 45,414 | $1.5M |
| Sax Wealth Advisors, LLC | 0.17% | Reduce -12.6% | 45,046 | $1.5M |
| Summit Financial, LLC | 0.09% | Add +24.5% | 44,580 | $1.4M |
| Telos Capital Management, Inc. | 0.16% | Reduce -2.8% | 44,406 | $1.4M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -20.2% | 44,353 | $1.4M |
| Brighton Jones LLC | 0.05% | Add +8.0% | 44,125 | $1.4M |
| Nilsine Partners, LLC | 0.19% | Reduce -3.4% | 43,041 | $1.4M |
| Culbertson A N & Co. Inc. | 0.24% | Reduce -6.9% | 42,801 | $1.4M |
| FAS Wealth Partners, Inc. | 0.12% | Reduce -0.3% | 42,762 | $1.4M |
| Mgo One Seven LLC | 0.07% | Add +3.1% | 42,654 | $1.4M |
| FC Advisory LLC | 0.50% | Add +0.6% | 42,118 | $1.4M |
| Crescent Grove Advisors, LLC | 0.14% | Add +0.6% | 42,024 | $1.4M |
| CoreCap Advisors, LLC | 0.07% | Reduce -27.1% | 41,674 | $1.3M |
| Montecito Bank & Trust | 0.27% | Reduce -7.8% | 41,517 | $1.3M |
| Aviance Capital Partners, LLC | 0.20% | Add +3.8% | 41,225 | $1.3M |
| Invenio Wealth Partners LLC | 0.72% | Reduce -35.8% | 41,176 | $1.3M |
| Patten & Patten Inc. | 0.09% | New | 41,002 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Add +0.5% | 40,813 | $1.3M |
| King Wealth Management Group | 0.23% | Reduce -1.8% | 40,704 | $1.3M |
| Providence First Trust Co | 0.57% | Add +16.9% | 40,691 | $1.3M |
| Etesian Wealth Advisors, Inc. | 0.75% | Reduce -6.1% | 40,649 | $1.3M |
| HCR Wealth Advisors | 0.20% | Reduce -0.6% | 40,622 | $1.3M |
| CMG Global Holdings, LLC | 0.90% | No change | 40,428 | $1.3M |
| Calton & Associates, Inc. | 0.64% | Add +2.1% | 40,427 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -19.2% | 39,620 | $1.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.5% | 39,582 | $1.3M |
| Mma Asset Management LLC | 0.60% | Reduce -5.4% | 40,643 | $1.3M |
| Stone Summit Wealth LLC | 0.44% | Reduce -7.1% | 39,430 | $1.3M |
| Private Trust Co. NA | 0.14% | Add +93.0% | 39,422 | $1.3M |
| Aprio Wealth Management, LLC | 0.25% | Reduce -36.9% | 39,280 | $1.3M |
| Financial Counselors Inc. | 0.02% | Reduce -28.3% | 39,131 | $1.3M |
| Bowie Capital Management, LLC | 0.10% | No change | 39,000 | $1.3M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +473.0% | 38,928 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +122.7% | 38,557 | $1.2M |
| Finer Wealth Management, Inc. | 0.81% | Reduce -17.4% | 38,446 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Add +54.6% | 38,291 | $1.2M |
| United Community Bank | 0.48% | Reduce -11.2% | 38,202 | $1.2M |
| Cordgrass Capital Advisors, LLC | 0.38% | Add +16.0% | 37,566 | $1.2M |
| Asset Management One Co., Ltd. | 0.00% | Reduce -7.1% | 37,488 | $1.2M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +40.3% | 37,483 | $1.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -13.6% | 37,435 | $1.2M |
| Ipswich Investment Management Co., Inc. | 0.28% | Add +14.8% | 37,264 | $1.2M |
| Annex Advisory Services, LLC | 0.04% | Reduce -2.2% | 37,241 | $1.2M |
| Bank of Nova Scotia | 0.00% | No change | 37,025 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -0.8% | 37,034 | $1.2M |
| Apriem Advisors | 0.15% | New | 37,029 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -20.3% | 36,807 | $1.2M |
| AlphaStar Capital Management, LLC | 0.12% | New | 36,739 | $1.2M |
| Orcam Financial Group | 1.29% | Add +0.1% | 36,584 | $1.2M |
| Valley Wealth Managers, Inc. | 0.09% | Reduce -6.6% | 36,434 | $1.2M |
| Global Trust Asset Management, LLC | 0.48% | Add +1.7% | 36,365 | $1.2M |
| Monument Capital Management | 0.34% | Reduce -4.4% | 36,236 | $1.2M |
| Invst, LLC | 0.14% | Reduce -8.2% | 36,325 | $1.2M |
| International Assets Investment Management, LLC | 0.12% | Add +2.4% | 36,202 | $1.2M |
| New England Private Wealth Advisors LLC | 0.20% | Add +0.3% | 36,081 | $1.2M |
| Focus Financial Network, Inc. | 0.06% | — | 37,435 | $1.2M |
| Lionsbridge Wealth Management LLC | 0.88% | Reduce -2.3% | 35,489 | $1.1M |
| Arkadios Wealth Advisors | 0.09% | Add +60.6% | 35,207 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Add +33.6% | 35,019 | $1.1M |
| Caldwell Trust Co | 0.13% | Reduce -9.7% | 34,921 | $1.1M |
| Harbour Investments, Inc. | 0.04% | Add +18.9% | 34,909 | $1.1M |
| First Financial Bank - Trust Division | 0.11% | Reduce -9.2% | 34,906 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -12.6% | 34,694 | $1.1M |
| Citizens Financial Group Inc. | 0.04% | Reduce -31.8% | 34,467 | $1.1M |
| Armstrong Advisory Group, Inc. | 0.11% | No change | 35,425 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +2.5% | 34,254 | $1.1M |
| SS&H Financial Advisors, Inc. | 0.45% | Reduce -6.7% | 33,900 | $1.1M |
| Global Retirement Partners, LLC | 0.04% | Add +1.1% | 33,607 | $1.1M |
| MMBG Investment Advisors Co. | 0.11% | No change | 33,755 | $1.1M |
| Strategic Financial Concepts, LLC | 0.26% | New | 33,530 | $1.1M |
| PFG Advisors | 0.08% | Add +50.7% | 33,511 | $1.1M |
| Prospect Financial Services LLC | 0.88% | Add +87.0% | 33,162 | $1.1M |
| Composition Wealth, LLC | 0.03% | Reduce -29.2% | 33,127 | $1.1M |
| Prairie Wealth Advisors, Inc. | 0.50% | — | 32,970 | $1.1M |
| Whittier Trust Co. | 0.02% | Reduce -60.3% | 32,816 | $1.1M |
| 1832 Asset Management L.P. | 0.00% | Add +25.5% | 32,247 | $1.0M |
| Essex Financial Services, Inc. | 0.10% | Reduce -7.6% | 32,191 | $1.0M |
| Romano Brothers and Company | 0.14% | Reduce -2.8% | 32,025 | $1.0M |
| AlphaQ Advisors LLC | 0.62% | No change | 31,790 | $1.0M |
| Lodestar Private Asset Management LLC | 0.15% | Reduce -0.3% | 31,680 | $1.0M |
| PFG Investments, LLC | 0.06% | Add +272.4% | 31,677 | $1.0M |
| Northstar Advisory Group, LLC | 0.61% | Add +8.4% | 32,359 | $1.0M |
| Key Financial Inc | 0.26% | Reduce -3.5% | 31,430 | $1.0M |
| American Capital Advisory, LLC | 0.88% | Reduce -10.1% | 32,432 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Add +156.6% | 32,265 | $1.0M |
| Cherry Tree Wealth Management, LLC | 0.25% | No change | 31,367 | $1.0M |
| Courier Capital LLC | 0.07% | Add +16.5% | 31,278 | $1.0M |
| Brick & Kyle, Associates | 0.44% | Reduce -2.3% | 31,081 | $995K |
| Wharton Business Group, LLC | 0.05% | Reduce -93.7% | 30,850 | $994K |
| Buckingham Strategic Wealth, LLC | 0.01% | No change | 30,829 | $994K |
| McAdam, LLC | 0.06% | Reduce -0.0% | 30,809 | $993K |
| Parkside Financial Bank & Trust | 0.16% | Add +55.4% | 30,676 | $989K |
| Simplicity Wealth,LLC | 0.02% | New | 30,511 | $983K |
| Ritholtz Wealth Management | 0.03% | Add +5.3% | 30,357 | $978K |
| KCM Investment Advisors LLC | 0.04% | Reduce -8.6% | 30,278 | $976K |
| GYL Financial Synergies, LLC | 0.08% | Reduce -0.7% | 30,254 | $975K |
| Sowell Financial Services LLC | 0.05% | Reduce -0.5% | 30,002 | $967K |
| Bank of Marin | 0.85% | Reduce -4.0% | 29,988 | $967K |
| Haverford Trust Co | 0.01% | Add +3.9% | 29,748 | $959K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -33.7% | 29,674 | $956K |
| First Hawaiian Bank | 0.03% | Reduce -1.4% | 29,633 | $955K |
| EFG Asset Management (Americas) Corp. | 0.29% | Reduce -23.1% | 29,573 | $953K |
| Primoris Wealth Advisors, LLC | 0.77% | Add +285.2% | 29,546 | $952K |
| IHT Wealth Management, LLC | 0.04% | Add +11.8% | 29,452 | $949K |
| Good Life Advisors, LLC | 0.08% | Add +114.3% | 29,441 | $949K |
| RMR Capital Management, LLC | 0.94% | Add +52.2% | 29,363 | $946K |
| LongView Wealth Management | 0.37% | Add +1.2% | 29,136 | $939K |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.0% | 29,030 | $936K |
| AE Wealth Management LLC | 0.01% | Reduce -67.0% | 28,696 | $925K |
| Vanguard Group Inc. | 0.00% | Reduce -2.2% | 28,671 | $924K |
| Moors & Cabot, Inc. | 0.05% | Add +52.3% | 28,642 | $923K |
| Crestwood Advisors Group, LLC | 0.02% | Add +116.2% | 28,533 | $920K |
| Camarda Financial Advisors, LLC | 0.37% | Reduce -5.9% | 28,032 | $903K |
| Aire Advisors, LLC | 0.20% | Reduce -1.1% | 27,965 | $901K |
| Modera Wealth Management, LLC | 0.01% | Reduce -9.1% | 27,783 | $895K |
| RW Investment Management LLC | 0.12% | New | 27,780 | $895K |
| William Howard & Co Financial Advisors Inc | 0.83% | — | 27,454 | $885K |
| Hartline Investment Corp./ | 0.16% | New | 27,442 | $884K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.16% | Add +9.8% | 27,442 | $884K |
| Western Wealth Management, LLC | 0.07% | Reduce -41.6% | 27,405 | $883K |
| Integrated Advisors Network LLC | 0.05% | Reduce -3.8% | 27,337 | $881K |
| Somerset Trust Co | 0.36% | Reduce -0.1% | 27,301 | $880K |
| Cadent Capital Advisors, LLC | 0.35% | Add +65.7% | 27,290 | $880K |
| Guidance Point Advisors, LLC | 0.30% | Reduce -1.3% | 27,133 | $875K |
| Axxcess Wealth Management, LLC | 0.02% | Add +42.9% | 27,142 | $875K |
| Monograph Wealth Advisors, LLC | 0.13% | Reduce -16.7% | 27,119 | $874K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -1.4% | 27,040 | $872K |
| Bellecapital International Ltd. | 0.19% | No change | 27,000 | $870K |
| Rosenberg Matthew Hamilton | 0.25% | Add +2.7% | 26,963 | $866K |
| Cornerstone Advisors Asset Management, LLC | 0.30% | Add +6.8% | 26,826 | $865K |
| Two Sigma Securities, LLC | 0.04% | New | 26,525 | $855K |
| Am Investment Strategies LLC | 0.22% | Add +0.4% | 26,433 | $852K |
| Northern Trust Corp. | 0.00% | Reduce -44.7% | 26,411 | $851K |
| Sage Rhino Capital LLC | 0.20% | Add +1.4% | 26,279 | $847K |
| Montag A & Associates Inc. | 0.04% | Reduce -0.7% | 26,059 | $840K |
| Sage Capital Management, LLC | 0.45% | Add +4.3% | 25,680 | $828K |
| Pinnacle Associates Ltd. | 0.01% | Add +15.9% | 25,485 | $821K |
| Investment Advisory Group, LLC | 0.34% | Reduce -0.2% | 25,327 | $816K |
| Prio Wealth Limited Partnership | 0.02% | Reduce -3.3% | 25,215 | $813K |
| GAMMA Investing LLC | 0.16% | New | 25,078 | $808K |
| Fiduciary Trust Co | 0.01% | No change | 24,951 | $804K |
| IFP Advisors, Inc | 0.04% | Reduce -8.3% | 24,900 | $803K |
| Flputnam Investment Management Co. | 0.02% | Reduce -72.3% | 24,837 | $801K |
| Richwood Investment Advisors, LLC | 0.71% | Reduce -6.5% | 24,709 | $796K |
| Avantax Planning Partners, Inc. | 0.03% | Add +5.7% | 24,640 | $794K |
| Strategic Financial Partners, Ltd. | 0.44% | Reduce -3.9% | 24,593 | $793K |
| HUB Investment Partners, LLC | 0.04% | Reduce -0.1% | 24,391 | $786K |
| Blue Trust, Inc. | 0.01% | Add +33.7% | 24,355 | $785K |
| Capital Advisors, Ltd. LLC | 0.10% | Add +20.4% | 24,301 | $783K |
| Operose Advisors LLC | 0.26% | Reduce -52.9% | 24,187 | $780K |
| Wealthstar Advisors, LLC | 0.27% | Add +0.8% | 24,019 | $774K |
| Financial Advocates Investment Management | 0.04% | Reduce -18.0% | 23,898 | $774K |
| Objective Capital Management, LLC | 0.52% | Add +8.0% | 23,974 | $773K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -1.7% | 23,911 | $771K |
| Keystone Wealth Services, LLC | 0.25% | Add +8.9% | 23,852 | $769K |
| TD Asset Management Inc | 0.00% | Reduce -3.3% | 23,728 | $765K |
| Willis Johnson & Associates, Inc. | 0.07% | Reduce -2.2% | 23,644 | $762K |
| Arete Wealth Advisors, LLC | 0.07% | Add +33.9% | 23,624 | $761K |
| LBMC Investment Advisors, LLC | 0.07% | No change | 23,481 | $757K |
| Texas Yale Capital Corp. | 0.03% | Add +0.8% | 23,377 | $753K |
| Allworth Financial LP | 0.01% | Add +27.3% | 23,192 | $747K |
| Lineweaver Wealth Advisors, LLC | 0.18% | No change | 23,072 | $744K |
| Sonata Capital Group Inc. | 0.34% | Add +0.1% | 22,997 | $741K |
| Carmichael Hill & Associates, Inc. | 0.30% | Add +6.1% | 22,954 | $740K |
| Verity Asset Management, Inc. | 0.41% | Reduce -0.1% | 22,901 | $738K |
| Sunbelt Securities, Inc. | 0.08% | Reduce -2.0% | 22,761 | $734K |
| Verity & Verity, LLC | 0.08% | New | 22,726 | $732K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -13.1% | 22,691 | $731K |
| Dover Advisors, LLC | 0.50% | New | 22,679 | $731K |
| Hancock Whitney Corp. | 0.03% | Add +191.4% | 22,671 | $731K |
| Viawealth, LLC | 0.45% | Reduce -6.8% | 22,471 | $724K |
| City State Bank | 0.32% | No change | 22,415 | $722K |
| Delta Capital Management LLC | 0.48% | No change | 22,350 | $720K |
| Balboa Wealth Partners | 0.23% | Reduce -0.1% | 22,330 | $720K |
| Carret Asset Management, LLC | 0.08% | Add +7.2% | 22,316 | $719K |
| KOM Wealth Management Group, LLC | 0.71% | Reduce -29.4% | 22,244 | $717K |
| Wilmington Savings Fund Society, FSB | 0.03% | — | 21,957 | $708K |
| Keating Wealth Management LLC | 0.42% | No change | 21,941 | $707K |
| Beacon Financial Group | 0.08% | Reduce -4.3% | 21,883 | $705K |
| Raab & Moskowitz Asset Management LLC | 0.20% | Add +10.8% | 21,789 | $702K |
| Lifeworks Advisors, LLC | 0.19% | Reduce -10.0% | 21,575 | $695K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Reduce -20.2% | 21,545 | $694K |
| Titleist Asset Management, LLC | 0.12% | New | 21,389 | $689K |
| Private Client Services, LLC | 0.46% | Add +0.1% | 21,336 | $688K |
| Integris Wealth Management, LLC | 0.19% | Reduce -1.5% | 21,313 | $687K |
| Penobscot Investment Management Company, Inc. | 0.07% | Add +24.9% | 21,300 | $686K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -14.2% | 21,282 | $686K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -26.1% | 21,210 | $684K |
| Resurgent Financial Advisors LLC | 0.37% | Add +100.8% | 21,120 | $681K |
| CGN Advisors LLC | 0.09% | Add +4.8% | 21,070 | $679K |
| Asset Allocation & Management Company, LLC | 0.44% | No change | 21,000 | $677K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +16.6% | 20,948 | $675K |
| Stableford Capital II LLC | 0.27% | Reduce -3.1% | 20,944 | $675K |
| Schmidt P J Investment Management Inc. | 0.13% | Add +19.9% | 20,846 | $672K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +46.3% | 20,844 | $672K |
| Tidal Investments LLC | 0.01% | Reduce -30.7% | 20,833 | $671K |
| Carr Financial Group Corp | 0.22% | Reduce -25.4% | 20,678 | $666K |
| Capital Asset Advisory Services LLC | 0.04% | Add +138.3% | 20,745 | $665K |
| Bcwm, LLC | 0.23% | Reduce -0.6% | 20,548 | $662K |
| Detalus Advisors, LLC | 0.24% | Reduce -1.4% | 20,515 | $661K |
| Staley Capital Advisers Inc. | 0.03% | Reduce -3.3% | 20,500 | $661K |
| Christensen, King & Associates Investment Services, Inc. | 0.33% | Reduce -3.7% | 20,403 | $658K |
| Cornerstone Capital, Inc. | 0.07% | Reduce -57.4% | 20,344 | $656K |
| Cumberland Advisors Inc. | 0.24% | No change | 20,340 | $656K |
| Investmark Advisory Group LLC | 0.36% | Add +10.8% | 20,315 | $655K |
| FinTrust Capital Advisors, LLC | 0.12% | Add +4.7% | 19,961 | $643K |
| StoneX Group Inc. | 0.06% | Reduce -21.5% | 19,848 | $640K |
| Barry Investment Advisors, LLC | 0.21% | Reduce -3.3% | 19,769 | $637K |
| First Heartland Consultants, Inc. | 0.07% | Reduce -0.9% | 19,723 | $636K |
| Mission Wealth Management, LP | 0.02% | Reduce -2.8% | 19,699 | $635K |
| Cardiff Park Advisors, LLC | 0.06% | Reduce -5.3% | 19,551 | $630K |
| Palogic Value Management, L.P. | 0.27% | No change | 19,400 | $625K |
| Red Spruce Capital, LLC | 0.29% | Add +9.7% | 19,387 | $625K |
| Harvest Volatility Management LLC | 14.74% | No change | 19,330 | $623K |
| Sawgrass Asset Management LLC | 0.07% | Reduce -11.0% | 19,326 | $623K |
| LJI Wealth Management, LLC | 0.16% | Add +3.0% | 19,249 | $620K |
| Proficio Capital Partners LLC | 0.07% | New | 19,205 | $619K |
| Clarity Capital Partners LLC | 0.41% | Reduce -0.4% | 19,162 | $618K |
| Burney Co./ | 0.02% | Reduce -2.0% | 19,161 | $618K |
| LifePro Asset Management | 0.41% | Reduce -0.2% | 19,135 | $617K |
| Melfa Wealth Management, Inc. | 0.44% | Add +73.5% | 19,108 | $616K |
| Apollon Financial, LLC | 0.21% | Reduce -8.0% | 19,055 | $614K |
| Strategic Wealth Partners, Ltd. | 0.07% | Add +59.4% | 19,026 | $613K |
| Atlantic Union Bankshares Corp | 0.05% | Add +5.6% | 18,982 | $612K |
| Bensler, LLC | 0.09% | Reduce -11.3% | 18,866 | $608K |
| Evergreen Capital Management LLC | 0.02% | Add +13.9% | 18,864 | $608K |
| Traynor Capital Management, Inc. | 0.06% | Add +14.4% | 18,811 | $606K |
| Windham Capital Management, LLC | 0.48% | Reduce -4.3% | 18,754 | $604K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -5.1% | 18,700 | $603K |
| National Bank of Canada | 0.00% | Reduce -4.4% | 19,183 | $602K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -8.0% | 18,639 | $601K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +18.5% | 18,598 | $599K |
| VERITY Wealth Advisors | 0.45% | Add +108.4% | 18,378 | $592K |
| Evoke Wealth, LLC | 0.02% | New | 18,377 | $592K |
| Vigilare Wealth Management | 0.29% | No change | 18,365 | $592K |
| New York Life Investment Management LLC | 0.01% | New | 18,359 | $592K |
| Pathstone Holdings, LLC | 0.00% | Reduce -25.5% | 18,153 | $585K |
| Kovack Advisors, Inc. | 0.07% | Reduce -28.0% | 18,122 | $584K |
| NorthRock Partners, LLC | 0.02% | Reduce -17.4% | 18,061 | $582K |
| Ethos Financial Group, LLC | 0.11% | Add +45.8% | 18,073 | $582K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -8.6% | 18,026 | $581K |
| Wealth Advisory Solutions, LLC | 0.15% | New | 18,007 | $580K |
| Jacobi Capital Management LLC | 0.05% | Add +11.0% | 17,871 | $576K |
| Journey Advisory Group, LLC | 0.07% | Reduce -1.1% | 17,830 | $575K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +23.1% | 17,830 | $575K |
| Burns J W & Co. Inc. | 0.08% | Reduce -19.9% | 17,692 | $570K |
| Financial Partners Group, Inc | 0.09% | Add +0.0% | 17,612 | $568K |
| MSH Capital Advisors LLC | 0.20% | Reduce -3.5% | 17,452 | $562K |
| Nottingham Advisors, Inc. | 0.07% | Reduce -1.4% | 17,448 | $562K |
| Smith, Moore & Co. | 0.06% | Reduce -6.9% | 17,111 | $551K |
| Easterly Investment Partners LLC | 0.04% | Reduce -0.0% | 17,076 | $550K |
| Tradition Wealth Management, LLC | 0.06% | No change | 17,072 | $550K |
| Boston Research & Management Inc. | 0.13% | Reduce -3.2% | 16,939 | $545K |
| Joel Isaacson & Co., LLC | 0.03% | Add +4.2% | 16,824 | $542K |
| Financial Insights, Inc. | 0.15% | Add +63.2% | 16,650 | $537K |
| Auour Investments LLC | 0.20% | Add +7.6% | 16,599 | $535K |
| Powers Advisory Group, LLC | 0.31% | Reduce -5.6% | 16,569 | $534K |
| Pallas Capital Advisors LLC | 0.02% | Add +5.2% | 16,521 | $532K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.6% | 16,503 | $532K |
| Transatlantique Private Wealth LLC | 0.23% | Add +89.0% | 16,426 | $529K |
| Delta Wealth Advisors LLC | 0.55% | — | 16,382 | $528K |
| Baker Tilly Wealth Management, LLC | 0.10% | Reduce -0.9% | 16,304 | $525K |
| Arax Advisory Partners | 0.06% | Reduce -5.4% | 16,186 | $522K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -1.7% | 16,110 | $519K |
| Farther Finance Advisors, LLC | 0.03% | Add +0.7% | 16,125 | $518K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -15.0% | 16,043 | $517K |
| Brown Advisory Inc. | 0.00% | Add +2.3% | 15,986 | $515K |
| HAP Trading, LLC | 0.16% | New | 15,963 | $514K |
| Next Level Private LLC | 0.23% | New | 15,871 | $512K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -28.1% | 15,997 | $510K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -0.4% | 15,804 | $509K |
| Lane & Associates LLC | 0.32% | Add +42.3% | 15,733 | $507K |
| Lodestone Wealth Management LLC | 0.27% | Reduce -0.9% | 15,702 | $506K |
| Summa Corp. | 0.27% | No change | 15,600 | $503K |
| TFB Advisors LLC | 0.18% | Add +7.4% | 16,045 | $500K |
| FMR LLC | 0.00% | Add +22.3% | 15,471 | $499K |
| Carson Advisory Inc. | 0.35% | Add +13.2% | 15,431 | $497K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.10% | Add +0.7% | 15,793 | $497K |
| SkyOak Wealth, LLC | 0.12% | No change | 15,386 | $496K |
| Mid-American Wealth Advisory Group, Inc. | 0.33% | Reduce -22.3% | 15,341 | $494K |
| High Falls Advisors, Inc | 0.12% | Reduce -2.2% | 15,318 | $494K |
| Midwest Financial Group LLC | 0.33% | Reduce -0.7% | 15,193 | $490K |
| Ellis Investment Partners, LLC | 0.11% | Add +70.6% | 15,165 | $489K |
| Sweeney & Michel, LLC | 0.22% | — | 15,509 | $488K |
| Flagstar Securities, Inc. | 0.14% | Add +19.3% | 15,083 | $486K |
| Stolper Co | 0.17% | Add +1.0% | 15,042 | $485K |
| Wealth Effects LLC | 0.18% | Reduce -12.6% | 15,034 | $485K |
| Keynote Financial Services LLC | 0.40% | — | 14,885 | $480K |
| Advisors Asset Management, Inc. | 0.01% | Add +6.2% | 14,878 | $480K |
| Twelve Points Wealth Management LLC | 0.18% | Reduce -7.5% | 14,863 | $479K |
| Rareview Capital LLC | 0.47% | New | 14,752 | $475K |
| GPS Wealth Strategies Group, LLC | 0.08% | Add +0.0% | 14,693 | $474K |
| Prepared Retirement Institute LLC | 0.35% | Reduce -17.1% | 14,603 | $471K |
| Cascade Financial Partners, LLC | 0.07% | — | 15,026 | $470K |
| Fortem Financial Group, LLC | 0.21% | Reduce -2.1% | 14,563 | $469K |
| O'ROURKE & COMPANY, Inc | 0.27% | Add +11.3% | 14,539 | $469K |
| HF Advisory Group, LLC | 0.26% | Add +3.0% | 14,521 | $468K |
| Peregrine Asset Advisers, Inc. | 0.19% | Reduce -1.2% | 14,423 | $465K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 14,354 | $463K |
| Independent Family Office, LLC | 0.25% | No change | 14,349 | $462K |
| Venture Visionary Partners LLC | 0.02% | Add +0.1% | 14,321 | $462K |
| My Legacy Advisors, LLC | 0.15% | Reduce -0.0% | 14,295 | $461K |
| RIA Advisory Group LLC | 0.19% | New | 14,274 | $460K |
| Triumph Capital Management | 0.19% | Reduce -11.7% | 14,178 | $458K |
| Bramshill Investments, LLC | 0.05% | Reduce -90.8% | 14,138 | $456K |
| Klingman & Associates, LLC | 0.03% | No change | 14,013 | $452K |
| National Philanthropic Trust | 0.01% | Reduce -5.9% | 14,000 | $451K |
| E&G Advisors, LLC | 0.14% | No change | 13,834 | $446K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -1.4% | 13,807 | $445K |
| KG Capital Management | 0.18% | Add +6.5% | 13,800 | $445K |
| Provenance Wealth Advisors, LLC | 0.06% | Add +7.8% | 13,758 | $443K |
| Coordinated Financial Services, Inc. | 0.39% | — | 13,638 | $440K |
| L.M. Kohn & Company | 0.12% | Reduce -25.7% | 13,619 | $439K |
| Benchmark Investment Advisors LLC | 0.35% | Reduce -11.9% | 13,612 | $439K |
| Ballentine Partners, LLC | 0.01% | Reduce -81.2% | 13,600 | $438K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 13,587 | $438K |
| Ironwood Financial, llc | 0.10% | Reduce -7.9% | 13,566 | $437K |
| Ranch Capital Advisors Inc. | 0.24% | Reduce -2.5% | 13,550 | $437K |
| Arkos Global Advisors | 0.07% | Add +75.1% | 13,482 | $435K |
| Petix & Botte Co | 0.11% | Reduce -49.7% | 13,475 | $434K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +1.0% | 13,439 | $433K |
| Choreo, LLC | 0.01% | Reduce -7.7% | 13,426 | $433K |
| Prudential PLC | 0.00% | No change | 13,300 | $429K |
| Founders Financial Securities LLC | 0.04% | Add +0.2% | 13,190 | $425K |
| Cutler Investment Counsel LLC | 0.06% | Reduce -8.4% | 13,156 | $424K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -0.3% | 13,138 | $423K |
| Coastwise Capital Group, LLC | 0.40% | Add +4.9% | 13,057 | $421K |
| Eclectic Associates Inc. | 0.19% | Add +15.3% | 13,024 | $420K |
| MKT Advisors LLC | 0.23% | No change | 13,300 | $419K |
| Castleview Partners, LLC | 0.23% | Reduce -2.2% | 12,969 | $418K |
| Moneco Advisors, LLC | 0.07% | Reduce -76.8% | 12,966 | $418K |
| First Nebraska Trust Co | 0.04% | No change | 12,951 | $417K |
| Townsquare Capital LLC | 0.01% | Add +97.2% | 12,919 | $416K |
| Traction Financial Partners, LLC | 0.32% | Reduce -19.4% | 13,195 | $414K |
| Barrett & Company, Inc. | 0.20% | Reduce -10.4% | 12,818 | $413K |
| Weaver Consulting Group | 0.15% | Reduce -1.5% | 12,768 | $412K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +5.1% | 12,466 | $402K |
| Tudor Investment Corporation | 0.00% | Reduce -35.0% | 12,443 | $401K |
| Bar Harbor Wealth Management | 0.03% | No change | 12,379 | $399K |
| Quattro Financial Advisors LLC | 0.11% | New | 12,302 | $396K |
| Glen Eagle Advisors, LLC | 0.07% | Reduce -6.3% | 12,241 | $395K |
| Citadel Advisors | 0.00% | New | 12,236 | $394K |
| First Merchants Corp. | 0.03% | Reduce -11.8% | 12,213 | $393K |
| Northcape Wealth Management, LLC | 0.14% | New | 12,200 | $393K |
| KFG Wealth Management, LLC | 0.16% | Reduce -0.1% | 12,134 | $391K |
| Park Edge Advisors, LLC | 0.11% | Add +23.6% | 12,068 | $389K |
| Interactive Financial Advisors, Inc. | 0.21% | Reduce -27.4% | 12,043 | $388K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -20.2% | 12,043 | $388K |
| SWS Partners | 0.12% | No change | 12,025 | $388K |
| Cypress Capital Group | 0.05% | Add +20.4% | 12,017 | $387K |
| WealthPlan Investment Management, LLC | 0.06% | Add +1.1% | 11,994 | $387K |
| One Capital Management, LLC | 0.01% | New | 11,991 | $386K |
| Calamos Advisors LLC | 0.00% | No change | 11,975 | $386K |
| Fulton Bank, N.A. | 0.02% | Reduce -10.2% | 11,827 | $381K |
| Core Wealth Partners LLC | 0.29% | No change | 11,824 | $381K |
| Ehrlich Financial Group | 0.32% | No change | 11,811 | $381K |
| Fort Sheridan Advisors LLC | 0.07% | Add +0.8% | 11,776 | $380K |
| Levy Wealth Management Group, LLC | 0.11% | No change | 12,116 | $378K |
| JB Capital LLC | 0.03% | Add +3.8% | 11,719 | $378K |
| RMR Wealth Builders | 0.05% | Reduce -0.3% | 11,678 | $376K |
| NWF Advisory Services Inc. | 0.06% | New | 11,645 | $375K |
| Magnus Financial Group LLC | 0.04% | Add +51.0% | 11,557 | $372K |
| Van Strum & Towne Inc. | 0.14% | Reduce -21.0% | 11,475 | $370K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +7.9% | 11,440 | $369K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -26.1% | 11,438 | $369K |
| TD Capital Management LLC | 0.04% | Add +15.0% | 11,379 | $367K |
| Associated Banc-Corp | 0.01% | Reduce -4.1% | 11,257 | $363K |
| Rathbones Group PLC | 0.00% | No change | 11,207 | $361K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -1.6% | 11,138 | $359K |
| InterOcean Capital Group, LLC | 0.01% | New | 11,134 | $359K |
| Geller Advisors LLC | 0.03% | Add +2.3% | 11,086 | $357K |
| AlphaCentric Advisors LLC | 0.22% | Reduce -5.3% | 11,075 | $357K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 11,000 | $355K |
| Slow Capital, Inc. | 0.06% | Add +40.1% | 10,976 | $354K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -38.8% | 10,928 | $352K |
| Capital Advisors Wealth Management, LLC | 0.07% | Add +19.4% | 10,804 | $348K |
| Chemistry Wealth Management LLC | 0.09% | No change | 10,800 | $348K |
| WealthPLAN Partners, LLC | 0.04% | Add +6.1% | 10,721 | $346K |
| American Money Management, LLC | 0.07% | Reduce -22.2% | 10,675 | $344K |
| WASHINGTON TRUST Co | 0.01% | Reduce -1.2% | 10,630 | $343K |
| Wilson & Boucher Capital Management, LLC | 0.27% | No change | 10,600 | $342K |
| Edgestream Partners, L.P. | 0.02% | New | 10,583 | $341K |
| Manchester Capital Management LLC | 0.04% | Add +5.1% | 10,507 | $339K |
| Insight Wealth Partners, LLC | 0.22% | No change | 10,386 | $335K |
| Greytown Advisors Inc. | 0.19% | No change | 10,330 | $333K |
| Capital Advisory Group Advisory Services, LLC | 0.16% | Add +5.3% | 10,285 | $331K |
| Marks Group Wealth Management, Inc | 0.03% | Add +1.1% | 10,269 | $331K |
| Carl P. Sherr & Co., LLC | 0.19% | Add +58.0% | 10,245 | $330K |
| Fortitude Family Office, LLC | 0.22% | Reduce -14.3% | 10,242 | $330K |
| Pring Turner Capital Group Inc. | 0.24% | Reduce -27.0% | 10,220 | $329K |
| Atticus Wealth Management, LLC | 0.11% | Reduce -6.8% | 10,097 | $325K |
| Smithfield Trust Co | 0.02% | Reduce -2.6% | 10,109 | $325K |
| Orange Investment Advisors, Inc. | 0.04% | Reduce -17.3% | 10,040 | $324K |
| Merrion Investment Management Co, LLC | 0.23% | No change | 10,000 | $322K |
| Warner Financial, Inc. | 0.16% | Reduce -4.3% | 10,000 | $322K |
| New Insight Wealth Advisors | 0.20% | Reduce -5.3% | 9,957 | $321K |
| TCI Wealth Advisors, Inc. | 0.03% | Add +9.1% | 9,947 | $321K |
| Collaborative Wealth Managment Inc. | 0.16% | Add +6.6% | 9,879 | $318K |
| Sterneck Capital Management, LLC | 0.19% | No change | 9,820 | $316K |
| Bell Bank | 0.03% | No change | 9,747 | $314K |
| Headinvest, LLC | 0.06% | Reduce -20.4% | 9,732 | $314K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -2.0% | 9,636 | $311K |
| Afg Fiduciary Services Limited Partnership | 0.23% | Add +6.9% | 9,704 | $311K |
| Gradient Investments LLC | 0.01% | Reduce -5.0% | 9,595 | $309K |
| North Star Investment Management Corp. | 0.02% | No change | 9,589 | $309K |
| Jefferies Financial Group Inc. | 0.01% | Add +3.4% | 9,565 | $308K |
| HBK Sorce Advisory LLC | 0.01% | New | 9,553 | $308K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -48.9% | 9,541 | $308K |
| Glass Jacobson Investment Advisors llc | 0.12% | Add +0.3% | 9,529 | $307K |
| Bleakley Financial Group, LLC | 0.01% | Add +40.4% | 9,511 | $307K |
| Dodds Wealth, LLC | 0.12% | Add +1.1% | 9,510 | $307K |
| Family Asset Management, LLC | 0.19% | Add +49.3% | 9,501 | $306K |
| Sfmg, LLC | 0.03% | Add +0.6% | 9,497 | $306K |
| Websterrogers Financial Advisors, LLC | 0.11% | No change | 9,461 | $305K |
| ProVise Management Group, LLC | 0.03% | Add +1.8% | 9,424 | $304K |
| GenWealth Group, Inc. | 0.08% | No change | 9,342 | $301K |
| Hutchens & Kramer Investment Management Group, LLC | 0.18% | Reduce -11.9% | 9,362 | $301K |
| OMNI 360 Wealth, Inc. | 0.25% | Reduce -2.5% | 9,326 | $301K |
| United Bank | 0.04% | No change | 9,313 | $300K |
| Winthrop Advisory Group LLC | 0.04% | No change | 9,295 | $300K |
| Boyd Watterson Asset Management LLC | 0.11% | Add +9.5% | 9,266 | $299K |
| ETF Store, Inc. | 0.17% | Reduce -9.5% | 9,242 | $298K |
| Principle Wealth Partners LLC | 0.02% | Reduce -5.5% | 9,219 | $297K |
| Vantage Financial Partners Ltd., Inc. | 0.08% | Add +15.1% | 9,130 | $294K |
| Proathlete Wealth Management LLC | 0.16% | Reduce -46.3% | 9,110 | $294K |
| Clear Creek Financial Management, LLC | 0.04% | Add +38.6% | 9,079 | $293K |
| Quantum Financial Advisors, LLC | 0.05% | Reduce -0.1% | 8,997 | $290K |
| M&T Bank Corp | 0.00% | Reduce -50.0% | 8,965 | $289K |
| Adell Harriman & Carpenter Inc. | 0.02% | Reduce -27.0% | 8,925 | $288K |
| West Michigan Advisors, LLC | 0.09% | Reduce -3.7% | 8,886 | $286K |
| Patrick M Sweeney & Associates, Inc. | 0.24% | New | 8,885 | $286K |
| Omega Financial Group, LLC | 0.12% | Add +0.2% | 8,846 | $285K |
| City Center Advisors, LLC | 0.33% | — | 8,806 | $284K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 8,667 | $279K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +4.9% | 8,650 | $279K |
| Jones Financial Companies LLLP | 0.00% | New | 8,634 | $278K |
| Karpas Strategies, LLC | 0.09% | Add +0.1% | 8,594 | $277K |
| Laurel Wealth Advisors LLC | 0.05% | No change | 8,585 | $277K |
| Perennial Investment Advisors, LLC | 0.04% | Add +0.5% | 8,436 | $272K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -31.8% | 8,421 | $271K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +11.6% | 8,280 | $267K |
| Norris Financial Group, LLC | 0.15% | Add +5.8% | 8,250 | $266K |
| Avior Wealth Management, LLC | 0.01% | Add +1.0% | 8,235 | $265K |
| Seamount Financial Group Inc. | 0.23% | Add +3.2% | 8,201 | $264K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 8,200 | $264K |
| CWA Asset Management Group, LLC | 0.02% | Add +5.7% | 8,193 | $264K |
| Keystone Financial Group | 0.04% | Add +3.1% | 8,193 | $264K |
| Johnson Financial Group, Inc. | 0.01% | No change | 8,191 | $264K |
| Tyler-Stone Wealth Management | 0.12% | Add +22.8% | 8,159 | $263K |
| Princeton Capital Management LLC | 0.09% | Add +15.7% | 8,118 | $262K |
| J. W. Coons Advisors, LLC | 0.05% | Add +17.6% | 8,030 | $259K |
| Old Mission Investment Co LLC | 0.09% | Reduce -3.0% | 8,023 | $259K |
| Ignite Planners, LLC | 0.07% | New | 8,046 | $259K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -10.7% | 8,020 | $258K |
| Optimum Investment Advisors | 0.12% | No change | 8,000 | $258K |
| McDonald Partners LLC | 0.07% | No change | 7,935 | $256K |
| C2C Wealth Management, LLC | 0.25% | No change | 7,915 | $255K |
| Wolverine Trading, LLC | 0.00% | New | 7,871 | $254K |
| Northwest Investment Counselors, LLC | 0.06% | Add +0.5% | 7,850 | $253K |
| Legacy Financial Strategies, LLC | 0.06% | Add +3.3% | 7,787 | $251K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -5.7% | 7,757 | $250K |
| Ancora Advisors LLC | 0.01% | Reduce -4.5% | 7,731 | $249K |
| Lindbrook Capital, LLC | 0.02% | No change | 7,728 | $249K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +3.0% | 7,731 | $249K |
| Instrumental Wealth, LLC | 0.11% | Reduce -5.5% | 7,769 | $245K |
| Advisory Alpha, LLC | 0.01% | New | 7,561 | $244K |
| Clare Market Investments LLC | 0.08% | Add +0.2% | 7,559 | $244K |
| Beam Wealth Advisors, Inc. | 0.15% | Reduce -3.7% | 7,554 | $243K |
| Oxbow Advisors, LLC | 0.03% | Reduce -79.4% | 7,505 | $242K |
| DLK Investment Management, LLC | 0.10% | No change | 7,500 | $242K |
| Aveo Capital Partners, LLC | 0.03% | New | 7,643 | $241K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -38.3% | 7,472 | $241K |
| Virtue Capital Management, LLC | 0.04% | New | 7,642 | $240K |
| Investment House LLC | 0.01% | No change | 7,448 | $240K |
| Texas Capital Bank Wealth Management Services Inc | 0.03% | No change | 7,376 | $238K |
| Meridian Wealth Management, LLC | 0.04% | Add +2.0% | 7,358 | $237K |
| Millennium Capital Advisors, LLC | 0.17% | Add +0.7% | 7,353 | $237K |
| HB Wealth Management, LLC | 0.00% | New | 7,284 | $235K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 7,261 | $234K |
| Trustmark Bank Trust Department | 0.02% | Reduce -9.0% | 7,239 | $233K |
| Samalin Investment Counsel, LLC | 0.11% | Reduce -4.7% | 7,215 | $233K |
| Arkfeld Wealth Strategies, L.L.C. | 0.13% | Reduce -21.4% | 7,371 | $232K |
| Tran Capital Management, L.P. | 0.03% | No change | 7,115 | $229K |
| Belpointe Asset Management LLC | 0.02% | Add +1.0% | 7,099 | $229K |
| Keudell/Morrison Wealth Management | 0.07% | No change | 7,093 | $229K |
| Prudent Man Advisors, LLC | 0.09% | No change | 7,023 | $226K |
| Wulff, Hansen & Co. | 0.23% | Reduce -44.7% | 8,075 | $226K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | New | 6,992 | $225K |
| Greenwich Wealth Management LLC | 0.02% | Reduce -2.6% | 6,982 | $225K |
| Iams Wealth Management, LLC | 0.14% | Reduce -10.4% | 7,023 | $225K |
| Measured Wealth Private Client Group, LLC | 0.08% | Reduce -25.6% | 6,970 | $225K |
| WealthBridge Capital Management, LLC | 0.08% | Add +0.1% | 6,968 | $225K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -14.5% | 6,960 | $224K |
| Balefire, LLC | 0.08% | Reduce -3.4% | 6,920 | $223K |
| Syntrinsic LLC | 0.07% | No change | 6,917 | $223K |
| Archer Investment Corp | 0.07% | Add +0.0% | 6,908 | $223K |
| WealthShield Partners, LLC | 0.04% | Add +173.4% | 6,893 | $222K |
| Stonegate Investment Group, LLC | 0.01% | No change | 6,874 | $222K |
| International Private Wealth Advisors LLC | 0.43% | Reduce -1.4% | 6,854 | $221K |
| Reik & Co., LLC | 0.06% | No change | 6,850 | $221K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.6% | 6,841 | $220K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 6,826 | $220K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.11% | Add +0.8% | 6,809 | $219K |
| Naples Global Advisors, LLC | 0.02% | Reduce -70.2% | 6,765 | $218K |
| Lazari Capital Management, Inc. | 0.12% | Reduce -5.6% | 6,757 | $218K |
| Connectus Wealth, LLC | 0.01% | Reduce -96.7% | 6,735 | $217K |
| Moseley Investment Management Inc. | 0.11% | New | 6,729 | $217K |
| Zacks Investment Management | 0.00% | Reduce -95.5% | 6,719 | $217K |
| &partners | 0.03% | New | 6,643 | $214K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 6,564 | $212K |
| Everpar Advisors LLC | 0.13% | No change | 6,500 | $209K |
| Rockland Trust Co. | 0.01% | Reduce -1.0% | 6,470 | $209K |
| Wealth Management Associates, Inc. | 0.10% | Reduce -2.0% | 6,598 | $208K |
| Financial Management Professionals, Inc. | 0.03% | Add +18.9% | 6,445 | $208K |
| NorthCoast Asset Management LLC | 0.00% | New | 6,450 | $208K |
| Brown, Lisle/Cummings, Inc. | 0.07% | Reduce -8.4% | 6,428 | $207K |
| Carnegie Investment Counsel | 0.01% | No change | 6,413 | $207K |
| Betterment LLC | 0.00% | Reduce -5.0% | 6,388 | $206K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 6,390 | $206K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -45.5% | 6,376 | $205K |
| Madison Park Capital Advisors, LLC | 0.18% | New | 6,371 | $205K |
| Calamos Wealth Management LLC | 0.01% | New | 6,366 | $205K |
| Harbour Capital Advisors, LLC | 0.05% | Reduce -21.5% | 6,420 | $205K |
| Verus Capital Partners, LLC | 0.02% | Reduce -5.3% | 6,272 | $202K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 6,452 | $201K |
| GenTrust, LLC | 0.01% | New | 6,225 | $201K |
| Mokosak Advisory Group, LLC | 0.07% | New | 6,206 | $200K |
| Continuum Advisory, LLC | 0.03% | New | 6,201 | $195K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -2.9% | 6,006 | $194K |
| Raleigh Capital Management Inc. | 0.08% | Add +10371.9% | 5,969 | $192K |
| Palisade Asset Management, LLC | 0.02% | New | 5,785 | $186K |
| Sound Income Strategies, LLC | 0.01% | Reduce -8.4% | 5,743 | $185K |
| Pacific Center for Financial Services | 0.05% | New | 5,578 | $180K |
| Glenmede Trust Co. NA | 0.00% | Reduce -23.6% | 5,437 | $175K |
| Colonial Trust Co / SC | 0.03% | Reduce -0.6% | 5,356 | $173K |
| Founders Financial Alliance, LLC | 0.05% | Add +13.8% | 5,287 | $170K |
| Resources Management Corp. /CT/ | 0.02% | New | 5,250 | $169K |
| FWL Investment Management, LLC | 0.09% | Add +2004.1% | 5,092 | $164K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 4,600 | $149K |
| Clearstead Advisors, LLC | 0.01% | Add +59.9% | 4,681 | $147K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +7.9% | 4,475 | $144K |
| Jackson Hole Capital Partners, LLC | 0.03% | No change | 4,284 | $138K |
| Headlands Technologies LLC | 0.03% | Reduce -46.4% | 4,200 | $135K |
| EPG Wealth Management LLC | 0.03% | Add +0.3% | 4,126 | $133K |
| Wellington Shields & Co., LLC | 0.04% | Add +23.2% | 4,015 | $129K |
| Hollencrest Capital Management | 0.01% | Add +1.1% | 3,952 | $127K |
| Nvwm, LLC | 0.03% | Reduce -7.2% | 3,946 | $127K |
| AdvisorNet Financial, Inc | 0.01% | Add +11.4% | 3,938 | $127K |
| Jamison Private Wealth Management, Inc. | 0.02% | Reduce -48.4% | 3,873 | $125K |
| Creative Financial Designs Inc. | 0.01% | Add +0.2% | 3,790 | $122K |
| Union Savings Bank | 0.06% | No change | 3,739 | $120K |
| Cove Street Capital, LLC | 0.04% | New | 3,500 | $113K |
| Bogart Wealth, LLC | 0.01% | Add +568.9% | 3,445 | $111K |
| Caldwell Sutter Capital, Inc. | 0.05% | Add +144.4% | 3,385 | $109K |
| Atwood & Palmer Inc. | 0.01% | Reduce -1.5% | 3,275 | $106K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +21.6% | 3,274 | $106K |
| Elevation Wealth Partners, LLC | 0.05% | Reduce -31.5% | 3,268 | $105K |
| LFA - Lugano Financial Advisors SA | 0.07% | Add +91.0% | 3,175 | $102K |
| Briaud Financial Planning Inc | 0.06% | New | 3,158 | $102K |
| Colonial Trust Advisors | 0.01% | No change | 3,125 | $101K |
| Atlas Capital Advisors Inc. | 0.02% | Add +1.3% | 3,085 | $99K |
| NFSG Corp | 0.04% | Reduce -51.7% | 3,061 | $99K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Reduce -8.2% | 2,930 | $94K |
| Front Row Advisors LLC | 0.03% | Add +150.2% | 2,900 | $93K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | New | 2,891 | $93K |
| CVA Family Office, LLC | 0.02% | Reduce -23.3% | 2,875 | $93K |
| Westside Investment Management, Inc. | 0.02% | Reduce -27.4% | 2,708 | $87K |
| Rakuten Securities, Inc. | 0.04% | New | 2,700 | $87K |
| Global Financial Private Client, LLC | 0.04% | No change | 2,697 | $87K |
| PrairieView Partners, LLC | 0.01% | Add +7.9% | 2,577 | $84K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.6% | 2,569 | $83K |
| McClarren Financial Advisors, Inc. | 0.06% | Reduce -41.4% | 2,544 | $82K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1.3% | 2,533 | $82K |
| Spotlight Asset Group, Inc. | 0.06% | No change | 2,500 | $81K |
| Avion Wealth | 0.02% | New | 2,465 | $80K |
| Activest Wealth Management | 0.04% | No change | 2,482 | $80K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 2,430 | $78K |
| Providence Capital Advisors, LLC | 0.02% | Add +115.9% | 2,425 | $78K |
| Tsfg, LLC | 0.02% | Reduce -22.1% | 2,347 | $76K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -4.5% | 2,150 | $69K |
| First Manhattan Co. Llc. | 0.00% | Reduce -7.2% | 2,150 | $69K |
| Capital Management Associates | 0.08% | No change | 2,148 | $69K |
| PSI Advisors, LLC | 0.02% | Reduce -11.7% | 2,122 | $68K |
| Register Financial Advisors LLC | 0.03% | Add +0.3% | 2,077 | $67K |
| Webster Bank, N. A. | 0.01% | Add +34.8% | 1,867 | $60K |
| Hazlett, Burt & Watson, Inc. | 0.04% | No change | 1,862 | $60K |
| Oakworth Capital, Inc. | 0.00% | Reduce -35.8% | 1,833 | $59K |
| Larson Financial Group LLC | 0.00% | Add +20.8% | 1,827 | $59K |
| Woodmont Investment Counsel LLC | 0.00% | New | 1,798 | $58K |
| Concord Wealth Partners | 0.01% | Add +103.1% | 1,793 | $58K |
| Future Financial Wealth Managment LLC | 0.04% | New | 1,750 | $56K |
| LGT Financial Advisors LLC | 0.06% | Add +0.6% | 1,717 | $55K |
| Pacifica Partners Inc. | 0.02% | Reduce -6.6% | 1,695 | $55K |
| Fernwood Investment Management, LLC | 0.02% | New | 1,670 | $54K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,650 | $53K |
| Templeton & Phillips Capital Management, LLC | 0.05% | New | 1,530 | $49K |
| Grove Bank & Trust | 0.01% | New | 1,525 | $49K |
| Howe & Rusling Inc. | 0.00% | No change | 1,502 | $48K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,500 | $48K |
| Syntax Research, Inc. | 0.04% | No change | 1,458 | $47K |
| Wellington Shields Capital Management, LLC | 0.01% | Add +0.2% | 1,430 | $46K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -31.3% | 1,406 | $45K |
| JDM Financial Group LLC | 0.03% | No change | 1,405 | $45K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -0.9% | 1,346 | $43K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,310 | $42K |
| Pflug Koory, LLC | 0.00% | Add +0.7% | 1,271 | $41K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 1,230 | $40K |
| Cambridge Trust Co. | 0.00% | Reduce -16.4% | 1,150 | $37K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 1,143 | $37K |
| Islay Capital Management, LLC | 0.02% | No change | 1,000 | $32K |
| Ransom Advisory, Ltd | 0.02% | — | 1,000 | $32K |
| Signaturefd, LLC | 0.00% | Add +10.4% | 994 | $32K |
| Vima LLC | 0.04% | Reduce -21.7% | 1,010 | $32K |
| McIlrath & Eck, LLC | 0.01% | No change | 970 | $31K |
| Salomon & Ludwin, LLC | 0.00% | No change | 969 | $31K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 962 | $31K |
| M&R Capital Management Inc. | 0.01% | Add +280.0% | 950 | $31K |
| Sachetta, LLC | 0.01% | No change | 950 | $30K |
| CGC Financial Services, LLC | 0.02% | No change | 911 | $29K |
| UMB Bank, n.a. | 0.00% | Reduce -49.0% | 909 | $29K |
| Biltmore Family Office, LLC | 0.01% | New | 907 | $29K |
| Bellevue Asset Management, LLC | 0.02% | Add +0.5% | 902 | $29K |
| REAP Financial Group, LLC | 0.01% | Add +1.1% | 888 | $29K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 845 | $27K |
| Banque Cantonale Vaudoise | 0.00% | Add +33.3% | 800 | $26K |
| Gen-Wealth Partners Inc | 0.01% | — | 760 | $24K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 750 | $24K |
| S.A. Mason LLC | 0.01% | No change | 740 | $24K |
| Richardson Financial Services Inc. | 0.02% | Add +157.1% | 635 | $24K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 700 | $23K |
| HM Payson & Co. | 0.00% | No change | 700 | $23K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 693 | $22K |
| Chilton Capital Management LLC | 0.00% | Reduce -49.1% | 648 | $21K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 635 | $20K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $20K |
| Kelly Financial Services LLC | 0.01% | Add +1.0% | 602 | $19K |
| CoreFirst Bank & Trust | 0.01% | No change | 600 | $19K |
| Beacon Capital Management, LLC | 0.00% | Reduce -44.6% | 559 | $18K |
| Janiczek Wealth Management, LLC | 0.00% | Reduce -22.2% | 557 | $18K |
| Retirement Group, LLC | 0.01% | Add +2.0% | 551 | $18K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $17K |
| Godsey & Gibb, Inc. | 0.00% | No change | 500 | $16K |
| PFC Capital Group, Inc. | 0.01% | New | 500 | $16K |
| Horrell Capital Management, Inc. | 0.00% | No change | 500 | $16K |
| Byrne Asset Management LLC | 0.01% | No change | 475 | $15K |
| Eukles Asset Management | 0.01% | New | 468 | $15K |
| Core Wealth Advisors, Inc. | 0.01% | No change | 467 | $15K |
| JFS Wealth Advisors, LLC | 0.00% | Add +143.8% | 451 | $15K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 444 | $14K |
| Robbins Farley | 0.01% | Add +1.9% | 436 | $14K |
| Tidemark, LLC | 0.01% | Reduce -34.8% | 405 | $13K |
| Northwest Capital Management Inc | 0.00% | No change | 395 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 358 | $12K |
| Element Wealth, LLC | 0.01% | Reduce -1.1% | 347 | $11K |
| Addison Advisors LLC | 0.00% | Reduce -61.9% | 339 | $11K |
| Winch Advisory Services, LLC | 0.00% | Add +1.2% | 337 | $11K |
| Aspect Partners, LLC | 0.01% | No change | 334 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Reduce -44.5% | 330 | $11K |
| Caitlin John, LLC | 0.01% | No change | 318 | $10K |
| GS Investments, Inc. | 0.00% | No change | 300 | $10K |
| Bfsg, LLC | 0.00% | No change | 300 | $10K |
| Horizon Investments, LLC | 0.00% | Add +383.0% | 256 | $8K |
| Thompson Investment Management, Inc. | 0.00% | No change | 250 | $8K |
| Old Second National Bank of Aurora | 0.00% | Reduce -31.1% | 241 | $8K |
| Financial Perspectives, Inc | 0.00% | New | 232 | $7K |
| Hantz Financial Services, Inc. | 0.00% | New | 210 | $7K |
| Impact Partnership Wealth, LLC | 0.00% | No change | 200 | $6K |
| Ballast Advisors LLC | 0.00% | No change | 200 | $6K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 200 | $6K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 167 | $5K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -50.0% | 159 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 160 | $5K |
| LRI Investments, LLC | 0.00% | — | 150 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 150 | $5K |
| Quadrant Capital Group LLC | 0.00% | Reduce -68.8% | 150 | $5K |
| Heritage Wealth Advisors | 0.00% | New | 145 | $5K |
| CNB Bank | 0.00% | No change | 140 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 134 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 129 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 112 | $4K |
| Wolverine Asset Management LLC | 0.00% | No change | 100 | $3K |
| JNBA Financial Advisors | 0.00% | No change | 94 | $3K |
| Bank of New Hampshire | 0.00% | Reduce -83.1% | 86 | $3K |
| WR Wealth Planners, LLC | 0.00% | New | 85 | $3K |
| PayPay Securities Corp | 0.11% | Add +1.4% | 71 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | — | 65 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 60 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 52 | $2K |
| Perkins Coie Trust Co | 0.00% | No change | 50 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 46 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -95.4% | 43 | $1K |
| Creative Capital Management Investments LLC | 0.00% | New | 33 | $1K |
| Horizon Financial Services, LLC | 0.00% | New | 32 | $1K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -46.7% | 24 | $774 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 14 | $430 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $387 |
| Davis Capital Management | 0.00% | No change | 10 | $323 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 8 | $271 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.9% | 4 | $127 |
| Abound Wealth Management | 0.00% | Reduce -99.8% | 3 | $90 |
| Creekmur Asset Management LLC | 0.00% | Reduce -87.5% | 1 | $20 |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.