iShares Preferred & Income SPFFETF
13F holders, Q3 2024 (September 30)1,022holders +13
66new positions
52sold out
2famous investors
$33.22avg. 13F price*
At the end of Q3 2024, 1,022 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, up 13 from Q2 2024. 66 opened new positions and 52 sold out. The largest holders were Bank of America Corp. ($811.0M), Morgan Stanley ($511.5M) and Wells Fargo & Company ($300.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $69.0M |
| Exits | 52 | $115.0M |
All 13F filers, Q2 2024 → Q3 2024: 13,863,277 shares bought and 12,289,375 shares sold, net +1,573,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,022 holders
| Bank of America Corp. | 0.07% | Add +2.2% | 24,405,771 | $811.0M |
| Morgan Stanley | 0.04% | Add +11.6% | 15,393,114 | $511.5M |
| Wells Fargo & Company | 0.07% | Add +8.6% | 9,040,965 | $300.4M |
| LPL Financial LLC | 0.11% | Add +10.0% | 7,173,549 | $238.4M |
| UBS Group AG | 0.05% | Reduce -7.4% | 5,884,445 | $195.5M |
| Envestnet Asset Management Inc. | 0.05% | Add +6.7% | 4,826,913 | $160.4M |
| Royal Bank of Canada | 0.04% | Add +2.2% | 4,774,400 | $158.7M |
| Mariner, LLC | 0.21% | Add +4.0% | 3,542,039 | $117.7M |
| BlackRock, Inc. | 0.00% | — | 3,086,610 | $102.6M |
| Ameriprise Financial Inc. | 0.02% | Reduce -0.8% | 2,415,668 | $80.3M |
| US Bancorp \de | 0.10% | Add +0.2% | 2,271,596 | $75.5M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.8% | 2,047,416 | $68.0M |
| Orgel Wealth Management, LLC | 1.49% | Add +1.2% | 1,787,482 | $59.4M |
| Truist Financial Corp. | 0.09% | Add +6.5% | 1,736,739 | $57.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.28% | Add +9.1% | 1,668,984 | $55.5M |
| First Interstate Bank | 3.33% | Add +0.6% | 1,651,210 | $54.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +5.4% | 1,639,702 | $54.5M |
| Deutsche Bank AG | 0.02% | No change | 1,555,525 | $51.7M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -2.7% | 1,542,394 | $51.3M |
| Janney Montgomery Scott LLC | 0.14% | Add +7.7% | 1,465,402 | $48.7M |
| JPMorgan Chase & Co. | 0.00% | Add +51.0% | 1,453,930 | $48.3M |
| Hilton Capital Management, LLC | 3.73% | Add +19.9% | 1,444,743 | $48.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +104.0% | 1,436,956 | $47.8M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +2.1% | 1,374,796 | $45.7M |
| Osaic Holdings, Inc. | 0.10% | Reduce -4.3% | 1,358,603 | $45.1M |
| Edge Wealth Management LLC | 8.87% | Reduce -2.1% | 1,329,986 | $44.2M |
| Rockefeller Capital Management L.P. | 0.11% | Reduce -14.4% | 1,236,217 | $41.1M |
| Fifth Third Bancorp | 0.15% | Reduce -1.1% | 1,212,473 | $40.3M |
| Dakota Wealth Management | 0.88% | Add +0.5% | 1,175,764 | $39.1M |
| Greenleaf Trust | 0.31% | Add +4.4% | 1,034,411 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.7% | 1,007,600 | $33.5M |
| Cetera Investment Advisers | 0.07% | Reduce -11.8% | 994,536 | $33.0M |
| Keybank National Association | 0.13% | Reduce -5.7% | 975,346 | $32.4M |
| Horizon Wealth Management, LLC | 6.24% | Add +5.7% | 941,411 | $31.3M |
| Stephens Inc. | 0.43% | Add +0.4% | 908,902 | $30.2M |
| HighTower Advisors, LLC | 0.04% | Add +15.7% | 871,752 | $29.0M |
| Baird Financial Group, Inc. | 0.05% | Add +2.6% | 844,582 | $28.1M |
| HRT Financial LP | 0.14% | New | 843,757 | $28.0M |
| Corient Private Wealth LP | 0.04% | Reduce -4.3% | 803,608 | $26.7M |
| Townsend & Associates, Inc | 2.72% | Add +5.8% | 803,290 | $26.5M |
| Raymond James & Associates | 0.02% | Add +10.4% | 796,751 | $26.5M |
| New York Life Investment Management LLC | 0.25% | Add +13.3% | 788,503 | $26.2M |
| Montis Financial, LLC | 9.19% | Reduce -0.3% | 778,191 | $25.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.56% | Add +4.2% | 744,091 | $24.7M |
| Jaffetilchin Investment Partners, LLC | 1.83% | Add +3.9% | 726,188 | $24.1M |
| Welch & Forbes LLC | 0.30% | Add +1.9% | 716,537 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +3.1% | 704,087 | $23.4M |
| Stifel Financial Corp. | 0.02% | Add +4.0% | 689,359 | $22.9M |
| Summit Financial Wealth Advisors, LLC | 4.29% | Add +2.7% | 688,097 | $22.9M |
| Insight Wealth Strategies, LLC | 3.00% | Reduce -29.6% | 685,279 | $22.8M |
| Falcon Wealth Planning | 2.53% | Reduce -3.3% | 647,091 | $21.5M |
| Robertson Stephens Wealth Management, LLC | 0.76% | Add +4373.0% | 617,585 | $20.5M |
| Westover Capital Advisors, LLC | 3.80% | Add +109.5% | 595,372 | $19.8M |
| Country Trust Bank | 0.46% | No change | 568,984 | $18.9M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.35% | No change | 567,500 | $18.9M |
| MML Investors Services, LLC | 0.07% | Add +7.3% | 563,561 | $18.7M |
| GDS Wealth Management | 1.81% | Add +12.4% | 558,595 | $18.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +9.9% | 540,725 | $18.0M |
| Cerity Partners LLC | 0.04% | Add +4.5% | 535,148 | $17.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +231.1% | 520,000 | $17.3M |
| Fulton Breakefield Broenniman LLC | 1.16% | Add +1.5% | 499,710 | $16.6M |
| Citigroup Inc. | 0.02% | Add +0.9% | 487,404 | $16.2M |
| Pure Financial Advisors, LLC | 0.38% | Add +5.2% | 480,831 | $16.0M |
| Advisors Management Group Inc. | 3.73% | Add +4.0% | 475,688 | $15.8M |
| Sanctuary Advisors, LLC | 0.09% | Reduce -2.9% | 450,735 | $14.7M |
| First Citizens Bank & Trust Co. | 0.32% | Add +627.9% | 433,757 | $14.4M |
| Ocean Park Asset Management, LLC | 0.63% | Reduce -47.1% | 431,120 | $14.3M |
| Parkside Investments, LLC | 2.02% | Add +16.1% | 402,190 | $13.4M |
| Bank of Montreal | 0.01% | Reduce -13.6% | 391,250 | $13.1M |
| Conning Inc. | 0.45% | No change | 390,500 | $13.0M |
| Capital Square, LLC | 7.76% | Add +21.8% | 384,705 | $12.8M |
| Avantax Advisory Services, Inc. | 0.08% | Add +15.0% | 381,432 | $12.7M |
| Florida Trust Wealth Management Co | 0.40% | Reduce -11.8% | 372,805 | $12.4M |
| Strategic Wealth Investment Group, LLC | 1.33% | Add +34.0% | 372,248 | $12.4M |
| Marshall Wace, LLP | 0.02% | Reduce -20.7% | 362,600 | $12.0M |
| Ballast, Inc. | 3.40% | Add +0.7% | 360,643 | $12.0M |
| Synovus Financial Corp. | 0.13% | Reduce -3.3% | 345,838 | $11.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -7.0% | 345,836 | $11.5M |
| Northside Capital Management, LLC | 1.80% | Reduce -2.5% | 345,480 | $11.5M |
| SWAN Capital LLC | 5.59% | Add +52.3% | 342,098 | $11.4M |
| Good Life Advisors, LLC | 0.69% | Add +120.9% | 337,594 | $11.2M |
| Regal Investment Advisors LLC | 0.78% | Add +3.4% | 335,811 | $11.2M |
| AMG National Trust Bank | 0.30% | Add +6.1% | 329,332 | $10.9M |
| Spectrum Asset Management, Inc. | 19.15% | Add +0.6% | 319,263 | $10.6M |
| Atria Wealth Solutions, Inc. | 0.11% | Reduce -0.5% | 316,963 | $10.5M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +2.3% | 313,875 | $10.4M |
| Collective Family Office LLC | 2.61% | Reduce -1.2% | 288,665 | $9.6M |
| SP Asset Management LLC | 0.78% | Reduce -42.4% | 283,700 | $9.4M |
| Campbell Capital Management Inc. | 3.70% | Reduce -1.4% | 281,231 | $9.3M |
| Captrust Financial Advisors | 0.03% | Add +1.3% | 277,478 | $9.2M |
| NewEdge Advisors, LLC | 0.06% | Reduce -30.9% | 266,439 | $8.9M |
| Vantage Wealth | 1.91% | Add +0.2% | 266,200 | $8.8M |
| Private Advisor Group, LLC | 0.05% | Add +3.8% | 256,773 | $8.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.38% | Add +15.3% | 251,599 | $8.4M |
| Greenwood Capital Associates LLC | 1.04% | Add +1.5% | 240,002 | $8.0M |
| Alliancebernstein L.P. | 0.00% | Reduce 0.0% | 237,852 | $7.9M |
| Comerica Bank | 0.03% | Add +4.3% | 234,242 | $7.8M |
| Lido Advisors, LLC | 0.06% | Add +3.8% | 231,586 | $7.7M |
| Full Sail Capital, LLC | 0.48% | Add +0.1% | 227,073 | $7.5M |
| NorthCoast Asset Management LLC | 0.05% | Add +7.3% | 227,844 | $7.5M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -0.2% | 222,206 | $7.4M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Add +2.6% | 222,128 | $7.4M |
| Stablepoint Partners, LLC | 1.32% | Add +3.0% | 217,963 | $7.2M |
| Balyasny Asset Management L.P. | 0.02% | Add +200.1% | 217,818 | $7.2M |
| Moser Wealth Advisors, LLC | 3.72% | Add +0.8% | 215,815 | $7.2M |
| D.A. Davidson & Co. | 0.06% | Add +0.6% | 214,820 | $7.1M |
| Rothschild Investment LLC | 0.46% | Reduce -1.9% | 212,986 | $7.1M |
| SeaBridge Investment Advisors LLC | 1.67% | Add +0.9% | 205,341 | $6.8M |
| Sowa Financial Group, Inc. | 4.27% | Reduce -8.2% | 203,140 | $6.8M |
| Creative Planning | 0.01% | Reduce -2.2% | 195,624 | $6.5M |
| Angeles Wealth Management, LLC | 0.56% | Reduce -19.5% | 194,925 | $6.5M |
| Crabel Capital Management, LLC | 4.49% | Add +308.2% | 192,286 | $6.4M |
| Dynamic Advisor Solutions LLC | 0.19% | Add +0.8% | 192,205 | $6.4M |
| CW Advisors, LLC | 0.08% | Reduce -3.1% | 188,086 | $6.3M |
| Independent Financial Group, LLC | 0.23% | Add +6.4% | 185,307 | $6.2M |
| Park Avenue Securities LLC | 0.07% | Reduce -17.3% | 184,996 | $6.1M |
| Exencial Wealth Advisors, LLC | 0.22% | Reduce -5.1% | 183,707 | $6.1M |
| Capstone Investment Advisors, LLC | 0.21% | Add +16.5% | 183,401 | $6.1M |
| D L Carlson Investment Group Inc. | 1.09% | Add +9.2% | 181,120 | $6.0M |
| Financial Advisory Partners, LLC | 1.98% | Reduce -2.9% | 179,285 | $6.0M |
| RPg Family Wealth Advisory, LLC | 1.92% | Add +7.5% | 179,248 | $6.0M |
| Quest Investment Management LLC | 0.69% | No change | 177,528 | $5.9M |
| Crewe Advisors LLC | 0.68% | Reduce -7.9% | 176,685 | $5.9M |
| Assetmark, Inc. | 0.02% | Reduce -2.9% | 176,136 | $5.9M |
| Prospera Financial Services Inc | 0.15% | Reduce -17.6% | 175,228 | $5.8M |
| Intrepid Financial Planning Group LLC | 2.48% | Add +4.5% | 174,535 | $5.8M |
| Freedom Day Solutions, LLC | 1.78% | Add +12.3% | 172,265 | $5.7M |
| Beacon Harbor Wealth Advisors, Inc. | 1.34% | Add +4.9% | 169,850 | $5.6M |
| Houlihan Financial Resource Group, Ltd. | 2.32% | New | 168,537 | $5.6M |
| Blue Fin Capital, Inc. | 1.04% | Add +0.7% | 165,405 | $5.5M |
| MassMutual Private Wealth & Trust, FSB | 0.16% | Add +17.3% | 164,422 | $5.5M |
| Oppenheimer & Co. Inc. | 0.08% | Add +9.8% | 164,086 | $5.5M |
| Curran Financial Partners, LLC | 1.53% | Add +6.1% | 161,683 | $5.4M |
| Waverly Advisors, LLC | 0.10% | Reduce -1.8% | 161,538 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Add +12.6% | 158,722 | $5.3M |
| BOS Asset Management, LLC | 1.94% | Add +0.0% | 158,006 | $5.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -21.7% | 156,452 | $5.2M |
| DAVENPORT & Co LLC | 0.03% | Add +17.7% | 156,126 | $5.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.0% | 152,265 | $5.1M |
| Cypress Wealth Services, LLC | 1.04% | Reduce -0.9% | 152,113 | $5.1M |
| Apollon Wealth Management, LLC | 0.14% | Add +10.5% | 151,139 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +63.6% | 151,013 | $5.0M |
| Kades & Cheifetz LLC | 2.80% | Add +4.4% | 146,934 | $4.9M |
| Jackson, Grant Investment Advisers, Inc. | 1.82% | Reduce -0.2% | 146,558 | $4.9M |
| Kickstand Ventures, Llc. | 1.24% | Add +2.3% | 146,158 | $4.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +3.2% | 145,127 | $4.8M |
| JT Stratford LLC | 0.81% | Add +2.6% | 142,578 | $4.7M |
| TRUE Private Wealth Advisors | 0.56% | Reduce -84.1% | 141,310 | $4.7M |
| Canandaigua National Bank & Trust Co. | 0.45% | New | 140,496 | $4.7M |
| Procyon Advisors, LLC | 0.32% | Add +1.0% | 140,045 | $4.7M |
| Susquehanna International Group, LLP | 0.01% | Add +27.0% | 139,442 | $4.6M |
| Eagle Strategies LLC | 0.84% | Add +6.9% | 139,316 | $4.6M |
| First American Trust, FSB | 0.46% | Add +6.8% | 139,055 | $4.6M |
| GAMMA Investing LLC | 0.45% | Add +144.3% | 137,982 | $4.6M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -5.5% | 137,670 | $4.6M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -5.5% | 137,670 | $4.6M |
| Equitable Holdings, Inc. | 0.04% | Add +24.1% | 136,229 | $4.5M |
| Kayne Anderson Rudnick Investment Management LLC | 0.01% | Reduce -2.4% | 135,332 | $4.5M |
| XML Financial, LLC | 0.42% | Add +14.6% | 135,067 | $4.5M |
| Prudential Financial Inc. | 0.01% | Reduce -11.1% | 138,694 | $4.5M |
| Moran Wealth Management, LLC | 0.14% | Reduce -1.9% | 132,798 | $4.4M |
| MIdWestOne Financial Group, Inc. | 0.61% | Add +7.8% | 132,312 | $4.4M |
| Friedenthal Financial | 2.57% | Add +59930.9% | 132,068 | $4.4M |
| Glaxis Capital Management, LLC | 17.13% | Add +36.1% | 132,000 | $4.4M |
| Peoples Bank | 2.94% | Reduce -0.4% | 131,875 | $4.4M |
| Centaurus Financial, Inc. | 0.28% | Reduce -2.2% | 131,657 | $4.4M |
| Brookstone Capital Management | 0.06% | Add +6.8% | 130,428 | $4.3M |
| Crown Oak Advisors, LLC | 2.40% | No change | 130,000 | $4.3M |
| RFG Advisory, LLC | 0.13% | Add +0.5% | 127,667 | $4.2M |
| Redmont Wealth Advisors LLC | 6.54% | Reduce -0.3% | 126,359 | $4.2M |
| Balanced Wealth Group LLC | 1.84% | Reduce -37.2% | 125,982 | $4.2M |
| Shulman DeMeo Asset Management LLC | 1.01% | Reduce -0.2% | 124,459 | $4.1M |
| Schroder Investment Management Group | 0.00% | Reduce -9.5% | 123,030 | $4.1M |
| Bank of Stockton | 1.24% | Add +10.8% | 123,767 | $4.1M |
| Fragasso Financial Advisors Inc | 0.32% | Reduce -5.6% | 123,678 | $4.1M |
| &partners | 0.08% | Add +35.3% | 123,545 | $4.1M |
| Fiera Capital Corp | 0.01% | Reduce -1.3% | 122,735 | $4.1M |
| Benjamin Edwards Inc. | 0.06% | Add +104.3% | 121,082 | $4.0M |
| White Pine Capital LLC | 1.37% | Add +5.6% | 120,644 | $4.0M |
| DT Investment Partners, LLC | 0.32% | Add +2.9% | 120,013 | $4.0M |
| Curbstone Financial Management Corp | 0.85% | Reduce -9.6% | 118,963 | $4.0M |
| Parallel Advisors, LLC | 0.09% | Reduce -3.9% | 115,781 | $3.8M |
| Prevail Innovative Wealth Advisors, LLC | 1.17% | New | 115,497 | $3.8M |
| Bank of New York Mellon Corp | 0.00% | Add +50.4% | 115,051 | $3.8M |
| Mma Asset Management LLC | 1.00% | Add +197.0% | 120,612 | $3.8M |
| Atlas Private Wealth Advisors | 0.54% | Add +0.3% | 112,094 | $3.7M |
| Liberty Capital Management, Inc. | 0.82% | Reduce -2.9% | 111,161 | $3.7M |
| Old National Bancorp | 0.09% | Reduce -10.3% | 111,035 | $3.7M |
| Atria Investments, Inc | 0.05% | Add +3.4% | 110,603 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +144.9% | 109,821 | $3.7M |
| Burke & Herbert Bank & Trust Co. | 0.85% | Reduce -0.5% | 110,032 | $3.7M |
| Cresset Asset Management, LLC | 0.01% | Add +1.8% | 108,669 | $3.6M |
| Davidson Investment Advisors | 0.17% | Reduce -67.9% | 108,479 | $3.6M |
| Rwa Wealth Partners, LLC | 0.04% | Add +16.9% | 105,034 | $3.5M |
| Alexander Labrunerie & Co., Inc. | 1.62% | Add +0.2% | 104,893 | $3.5M |
| Summit Financial, LLC | 0.14% | Add +164.2% | 104,229 | $3.5M |
| ForthRight Wealth Management, LLC | 1.14% | Reduce -41.4% | 102,999 | $3.4M |
| Safe Harbor Fiduciary, LLC | 3.20% | — | 102,761 | $3.4M |
| Grey Ledge Advisors, LLC | 0.87% | Add +0.5% | 102,726 | $3.4M |
| Graypoint LLC | 0.22% | Add +20.6% | 102,195 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +52.0% | 101,955 | $3.4M |
| Courier Capital LLC | 0.23% | Add +48.1% | 101,595 | $3.4M |
| TD Asset Management Inc | 0.00% | Add +262.9% | 100,348 | $3.4M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -3.8% | 101,011 | $3.4M |
| Fifth Third Securities, Inc. | 0.31% | Add +4.8% | 99,467 | $3.3M |
| Cibc World Market Inc. | 0.01% | Add +75.1% | 99,363 | $3.3M |
| Penn Mutual Asset Management | 9.22% | No change | 97,300 | $3.2M |
| Investors Research Corp | 0.70% | Add +13.6% | 96,313 | $3.2M |
| IMA Advisory Services, Inc. | 0.70% | New | 96,270 | $3.2M |
| Roman Butler Fullerton & Co. | 0.97% | Add +4.5% | 95,559 | $3.2M |
| Community Bank, N.A. | 0.40% | Add +13.8% | 96,146 | $3.2M |
| SouthState Bank Corp | 0.22% | Add +1.8% | 94,891 | $3.2M |
| SOL Capital Management CO | 0.35% | Add +3.1% | 94,805 | $3.1M |
| Bouvel Investment Partners, LLC | 1.18% | Add +3.5% | 94,776 | $3.1M |
| KMG Fiduciary Partners, LLC | 0.27% | Reduce -2.2% | 94,478 | $3.1M |
| Arkadios Wealth Advisors | 0.18% | Add +18.4% | 94,055 | $3.1M |
| Cwm, LLC | 0.01% | Add +24.7% | 91,415 | $3.0M |
| Sterling Investment Advisors, Ltd. | 0.76% | Reduce -9.5% | 90,598 | $3.0M |
| Palouse Capital Management, Inc. | 1.88% | Reduce -3.1% | 89,339 | $3.0M |
| Global Assets Advisory, LLC | 1.62% | Add +5.0% | 88,849 | $3.0M |
| Guardian Wealth Advisors, LLC | 1.81% | Add +2.3% | 88,240 | $2.9M |
| Level Four Advisory Services, LLC | 0.12% | Add +24.2% | 87,873 | $2.9M |
| Dumont & Blake Investment Advisors LLC | 0.77% | Reduce -49.8% | 86,593 | $2.9M |
| Howard Wealth Management, LLC | 1.67% | Add +0.7% | 86,249 | $2.9M |
| Sykon Capital LLC | 1.01% | Reduce -25.0% | 86,043 | $2.9M |
| Transcend Capital Advisors, LLC | 0.19% | Add +16.0% | 85,416 | $2.8M |
| Aletheian Wealth Advisors LLC | 1.64% | Add +2.6% | 84,712 | $2.8M |
| Hohimer Wealth Management, LLC | 0.60% | Add +0.8% | 84,062 | $2.8M |
| Charles Schwab Trust Co | 0.24% | Reduce -9.1% | 83,237 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.5% | 83,105 | $2.8M |
| Cannon Wealth Management Services, LLC | 2.53% | — | 83,058 | $2.8M |
| Mgo One Seven LLC | 0.12% | Add +0.6% | 82,845 | $2.8M |
| Mount Lucas Management LP | 0.94% | Add +4.7% | 82,800 | $2.8M |
| Smith Shellnut Wilson LLC | 1.24% | Add +0.1% | 82,662 | $2.7M |
| Aprio Wealth Management, LLC | 0.44% | Add +0.7% | 82,532 | $2.7M |
| Congress Asset Management Co. | 0.02% | Reduce -9.6% | 80,643 | $2.7M |
| Matrix Private Capital Group LLC | 1.53% | Add +12.3% | 79,743 | $2.6M |
| Invictus Private Wealth, LLC | 0.21% | Add +1.2% | 79,727 | $2.6M |
| Clearbridge Investments, LLC | 0.00% | No change | 79,716 | $2.6M |
| Duncker Streett & Co. Inc. | 0.48% | Add +3.8% | 79,597 | $2.6M |
| Disciplined Investments, LLC | 1.30% | Reduce -4.4% | 79,512 | $2.6M |
| HSBC Holdings PLC | 0.00% | Reduce -54.6% | 79,451 | $2.6M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -24.0% | 79,132 | $2.6M |
| Andrew Hill Investment Advisors, Inc. | 1.97% | Add +75.3% | 79,007 | $2.6M |
| Wendell David Associates Inc. | 0.25% | Reduce -0.8% | 78,800 | $2.6M |
| Treynor Bancshares, Inc. | 2.66% | Add +4.3% | 78,255 | $2.6M |
| SageView Advisory Group, LLC | 0.13% | Add +104.2% | 77,754 | $2.6M |
| Principal Securities, Inc. | 0.06% | Reduce -30.0% | 77,703 | $2.6M |
| Great Diamond Partners, LLC | 0.65% | Add +1.0% | 77,213 | $2.6M |
| Mutual Advisors, LLC | 0.07% | Reduce -11.9% | 77,598 | $2.6M |
| Prudential PLC | 0.01% | Add +479.4% | 77,060 | $2.6M |
| NBT Bank, N.A. | 0.17% | Add +5.8% | 76,767 | $2.6M |
| Little House Capital LLC | 0.73% | Reduce -1.3% | 76,565 | $2.5M |
| Fortis Group Advisors, LLC | 0.47% | Add +2.6% | 76,246 | $2.5M |
| Eagle Harbor Asset Management Inc. | 2.46% | Add +2.7% | 74,524 | $2.5M |
| First National Corp. /Ma/ | 0.55% | Reduce -4.8% | 74,481 | $2.5M |
| St Germain D J Co. Inc. | 0.11% | Reduce -0.7% | 74,273 | $2.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.75% | Reduce -4.5% | 74,126 | $2.5M |
| Corrado Advisors, LLC | 1.53% | Reduce -2.4% | 73,322 | $2.4M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +12.3% | 73,172 | $2.4M |
| Cordatus Wealth Management LLC | 0.87% | Add +0.6% | 72,943 | $2.4M |
| Sound View Wealth Advisors Group, LLC | 0.20% | Reduce -2.9% | 72,787 | $2.4M |
| CreativeOne Wealth, LLC | 0.08% | Add +23.6% | 72,252 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +12.3% | 71,405 | $2.4M |
| Insigneo Advisory Services, LLC | 0.24% | Add +2.9% | 71,098 | $2.4M |
| Legacy Capital Wealth Partners, LLC | 0.47% | Add +4.2% | 70,350 | $2.3M |
| FOCUS Wealth Advisors, LLC | 1.14% | Reduce -1.4% | 68,863 | $2.3M |
| Bessemer Group Inc. | 0.00% | Reduce -5.4% | 68,364 | $2.3M |
| Citizens Financial Group Inc. | 0.05% | Add +26.9% | 68,306 | $2.3M |
| Wesbanco Bank Inc. | 0.08% | Reduce -0.6% | 67,709 | $2.2M |
| Destination Wealth Management | 0.07% | Add +3.1% | 67,309 | $2.2M |
| Clark Capital Management Group, Inc. | 0.02% | Reduce -69.3% | 67,175 | $2.2M |
| Ariadne Wealth Management, LP | 1.20% | No change | 66,903 | $2.2M |
| McRae Capital Management Inc. | 0.43% | Reduce -1.0% | 66,351 | $2.2M |
| SPC Financial, Inc. | 0.19% | Reduce -2.6% | 66,248 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.8% | 65,845 | $2.2M |
| Fagan Associates, Inc. | 0.36% | New | 65,290 | $2.2M |
| Lake Hills Wealth Management, LLC | 1.43% | Reduce -6.0% | 64,355 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -6.2% | 63,128 | $2.1M |
| Stokes Capital Advisors, LLC | 0.53% | Add +8.5% | 62,761 | $2.1M |
| Advisory Services Network, LLC | 0.04% | No change | 66,068 | $2.1M |
| Vicus Capital | 0.18% | New | 62,373 | $2.1M |
| Wedbush Securities Inc. | 0.08% | Add +1.3% | 62,198 | $2.1M |
| Creegan & Nassoura Financial Group, LLC | 1.30% | Reduce -0.4% | 61,885 | $2.1M |
| Donaldson Capital Management, LLC | 0.08% | Add +0.2% | 60,404 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 0.92% | Reduce -2.3% | 60,353 | $2.0M |
| Checchi Capital Advisers, LLC | 0.15% | Reduce -0.1% | 60,163 | $2.0M |
| TCTC Holdings, LLC | 0.07% | Add +5.3% | 59,952 | $2.0M |
| HFG Advisors, Inc. | 1.76% | Reduce -2.0% | 59,858 | $2.0M |
| Canandaigua National Trust Co of Florida | 1.70% | — | 59,669 | $2.0M |
| Old Mission Capital LLC | 0.04% | Add +18.6% | 59,300 | $2.0M |
| Spire Wealth Management | 0.07% | Reduce -7.0% | 58,989 | $2.0M |
| Whalen Wealth Management Inc. | 1.39% | New | 58,985 | $2.0M |
| Tudor Financial Inc. | 1.20% | — | 58,706 | $2.0M |
| Sharper & Granite LLC | 0.86% | Reduce -13.8% | 58,053 | $1.9M |
| IFG Advisory, LLC | 0.12% | Reduce -0.6% | 57,961 | $1.9M |
| TFG Advisers LLC | 0.69% | Add +3.5% | 57,339 | $1.9M |
| Farrell Financial LLC | 1.35% | Add +4.0% | 57,196 | $1.9M |
| Lanark Financial, Inc. | 0.16% | Add +1.4% | 56,582 | $1.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +65.0% | 56,200 | $1.9M |
| Sheaff Brock Investment Advisors, LLC | 0.16% | Add +6.8% | 56,553 | $1.9M |
| Janney Capital Management LLC | 0.13% | Reduce -2.0% | 56,284 | $1.9M |
| Powell Investment Advisors, LLC | 0.87% | Add +1.4% | 56,118 | $1.9M |
| Wetzel Investment Advisors, Inc. | 0.94% | Reduce -5.5% | 56,021 | $1.9M |
| Mathes Company, Inc. | 0.66% | Add +4.3% | 55,850 | $1.9M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -0.7% | 56,093 | $1.8M |
| Cadent Capital Advisors, LLC | 0.62% | Add +86.0% | 54,918 | $1.8M |
| Dynamic Wealth Strategies, LLC | 1.49% | Add +4.3% | 54,815 | $1.8M |
| Berkeley Capital Partners, LLC | 0.52% | Add +13.6% | 54,807 | $1.8M |
| Northwest Bancshares, Inc. | 0.31% | Reduce -1.5% | 54,490 | $1.8M |
| Fortis Capital Management LLC | 0.36% | Add +1.6% | 54,391 | $1.8M |
| Faithward Advisors, LLC | 0.31% | Reduce -2.5% | 54,135 | $1.8M |
| Raymond James Trust N.A. | 0.04% | Add +7.9% | 54,055 | $1.8M |
| Emergent Wealth Advisors, LLC | 1.33% | Add +1.5% | 53,911 | $1.8M |
| Jane Street Group, LLC | 0.00% | Reduce -85.7% | 53,823 | $1.8M |
| Bath Savings Trust Co | 0.18% | Add +9.1% | 53,432 | $1.8M |
| City Holding Co. | 0.25% | Reduce -2.7% | 53,438 | $1.8M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.3% | 52,329 | $1.7M |
| Armstrong Advisory Group, Inc. | 0.14% | Add +15.4% | 52,278 | $1.7M |
| Arcataur Capital Management LLC | 0.59% | Reduce -1.6% | 52,147 | $1.7M |
| Etesian Wealth Advisors, Inc. | 0.78% | Add +37.8% | 52,099 | $1.7M |
| Western Wealth Management, LLC | 0.10% | Add +92.0% | 52,099 | $1.7M |
| Noesis Capital Mangement Corp. | 0.34% | Reduce -5.6% | 51,685 | $1.7M |
| Curi Capital, LLC | 0.04% | Add +1.0% | 51,381 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Reduce -1.7% | 51,321 | $1.7M |
| Argonautica Private Wealth Management, Inc. | 0.56% | Add +1.4% | 50,826 | $1.7M |
| First National Trust Co | 0.07% | Add +66.1% | 50,771 | $1.7M |
| AlphaStar Capital Management, LLC | 0.13% | Add +27.5% | 49,542 | $1.6M |
| TrueWealth Advisors, LLC | 0.55% | Reduce -16.4% | 49,253 | $1.6M |
| Rockingstone Advisors LLC | 0.80% | Reduce -14.4% | 48,806 | $1.6M |
| Shufro Rose & Co. LLC | 0.13% | No change | 51,135 | $1.6M |
| Money Concepts Capital Corp. | 0.12% | Add +1.3% | 48,035 | $1.6M |
| Pettyjohn, Wood & White, Inc. | 0.29% | Reduce -12.0% | 47,435 | $1.6M |
| Harbor Advisory Corp. | 0.51% | Reduce -9.1% | 47,262 | $1.6M |
| Somerset Trust Co | 0.58% | Add +72.0% | 46,805 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Reduce -32.8% | 46,362 | $1.5M |
| Beck Bode, LLC | 0.29% | Reduce -31.7% | 46,247 | $1.5M |
| Sierra Capital LLC | 0.18% | Reduce -28.6% | 46,210 | $1.5M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -2.9% | 46,132 | $1.5M |
| Accel Wealth Management | 0.57% | Reduce -6.1% | 45,879 | $1.5M |
| Nilsine Partners, LLC | 0.20% | Add +3.6% | 45,766 | $1.5M |
| Arkos Global Advisors | 0.22% | Add +39.8% | 45,663 | $1.5M |
| Verity Asset Management, Inc. | 0.57% | Reduce -0.3% | 45,574 | $1.5M |
| Brave Asset Management Inc. | 0.37% | No change | 45,414 | $1.5M |
| Financial Insights, Inc. | 0.49% | Add +129.8% | 45,150 | $1.5M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -3.3% | 44,948 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.43% | Add +8.4% | 44,759 | $1.5M |
| Primoris Wealth Advisors, LLC | 1.08% | Add +40.8% | 44,731 | $1.5M |
| Telos Capital Management, Inc. | 0.16% | Add +0.4% | 44,579 | $1.5M |
| Prairiewood Capital, LLC | 0.62% | Add +0.6% | 44,341 | $1.5M |
| FAS Wealth Partners, Inc. | 0.12% | Add +1.4% | 44,277 | $1.5M |
| Sax Wealth Advisors, LLC | 0.13% | Add +11.1% | 44,202 | $1.5M |
| Prospect Financial Services LLC | 0.91% | Add +9.8% | 43,902 | $1.5M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -14.7% | 43,884 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | New | 43,481 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +43.1% | 43,351 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Add +21.3% | 39,966 | $1.4M |
| Crescent Grove Advisors, LLC | 0.15% | Add +1.4% | 43,195 | $1.4M |
| Aviance Capital Partners, LLC | 0.19% | Reduce -0.3% | 42,867 | $1.4M |
| FC Advisory LLC | 0.48% | Add +2.1% | 42,853 | $1.4M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +101.5% | 42,824 | $1.4M |
| Carson Advisory Inc. | 0.89% | Add +42.7% | 42,789 | $1.4M |
| Wilmington Savings Fund Society, FSB | 0.03% | Add +63.0% | 42,599 | $1.4M |
| Culbertson A N & Co. Inc. | 0.23% | No change | 42,401 | $1.4M |
| Sunbelt Securities, Inc. | 0.14% | Add +11.1% | 42,263 | $1.4M |
| Chatham Capital Group, Inc. | 0.23% | Reduce -3.6% | 42,217 | $1.4M |
| HCR Wealth Advisors | 0.18% | Reduce -0.5% | 41,910 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | New | 41,575 | $1.4M |
| Montecito Bank & Trust | 0.24% | No change | 41,517 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -91.6% | 41,484 | $1.4M |
| Independence Bank of Kentucky | 0.30% | Reduce -12.6% | 41,313 | $1.4M |
| Essex Financial Services, Inc. | 0.10% | Reduce -3.7% | 41,226 | $1.4M |
| Providence First Trust Co | 0.58% | Reduce -0.2% | 41,211 | $1.4M |
| Franklin Resources Inc. | 0.00% | Add +0.8% | 40,748 | $1.4M |
| Brighton Jones LLC | 0.05% | Reduce -17.8% | 40,639 | $1.4M |
| CMG Global Holdings, LLC | 0.76% | No change | 40,353 | $1.3M |
| Realta Investment Advisors | 0.62% | Reduce -26.9% | 40,088 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +0.3% | 39,834 | $1.3M |
| Albion Financial Group | 0.09% | Reduce -15.3% | 39,598 | $1.3M |
| Diversify Wealth Management, LLC | 0.13% | Reduce -3.6% | 39,573 | $1.3M |
| Invenio Wealth Partners LLC | 0.56% | Add +19.9% | 39,229 | $1.3M |
| SeaCrest Wealth Management, LLC | 0.14% | Add +144.1% | 39,175 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +10.1% | 38,908 | $1.3M |
| Tidal Investments LLC | 0.01% | Reduce -56.5% | 39,018 | $1.3M |
| Blair William & Co. | 0.00% | Reduce -5.5% | 38,656 | $1.3M |
| Simplicity Wealth,LLC | 0.12% | Add +86.8% | 38,622 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Add +2.7% | 38,414 | $1.3M |
| Global Trust Asset Management, LLC | 0.47% | Add +2.4% | 38,020 | $1.3M |
| Ipswich Investment Management Co., Inc. | 0.29% | No change | 37,364 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -3.9% | 37,176 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Add +0.8% | 37,049 | $1.2M |
| Asset Management One Co., Ltd. | 0.00% | Add +7.3% | 37,012 | $1.2M |
| Financial Partners Group, Inc | 0.18% | Add +110.7% | 36,898 | $1.2M |
| American Capital Advisory, LLC | 0.69% | Reduce -0.1% | 36,009 | $1.2M |
| King Wealth Management Group | 0.19% | Reduce -4.4% | 35,878 | $1.2M |
| United Community Bank | 0.47% | Reduce -4.5% | 35,853 | $1.2M |
| Patten & Patten Inc. | 0.08% | Reduce -8.9% | 35,717 | $1.2M |
| Chesapeake Capital Corp. | 1.06% | Add +27.9% | 34,874 | $1.2M |
| Stone Summit Wealth LLC | 0.38% | Reduce -8.3% | 35,065 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -52.4% | 34,472 | $1.1M |
| Lionsbridge Wealth Management LLC | 0.90% | Reduce -1.6% | 34,417 | $1.1M |
| Bank of Nova Scotia | 0.00% | No change | 34,400 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +6.9% | 34,119 | $1.1M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -6.0% | 34,080 | $1.1M |
| Annex Advisory Services, LLC | 0.04% | Reduce -11.7% | 34,064 | $1.1M |
| SS&H Financial Advisors, Inc. | 0.41% | No change | 33,900 | $1.1M |
| Orcam Financial Group | 1.09% | Reduce -0.2% | 33,872 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -2.4% | 33,866 | $1.1M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -22.0% | 33,829 | $1.1M |
| MMBG Investment Advisors Co. | 0.12% | No change | 33,755 | $1.1M |
| Prairie Wealth Advisors, Inc. | 0.55% | Add +0.4% | 33,690 | $1.1M |
| Concourse Financial Group Securities, Inc. | 0.07% | Add +8.8% | 33,388 | $1.1M |
| Strategic Financial Concepts, LLC | 0.35% | Reduce -96.8% | 33,337 | $1.1M |
| New England Private Wealth Advisors LLC | 0.18% | Add +3.6% | 32,938 | $1.1M |
| Nwam LLC | 0.07% | Reduce -15.8% | 32,679 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +8.3% | 32,633 | $1.1M |
| Busey Bank | 0.04% | Reduce -36.7% | 32,549 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Add +10.6% | 32,346 | $1.1M |
| Romano Brothers and Company | 0.13% | Add +0.8% | 32,245 | $1.1M |
| Whittier Trust Co. | 0.01% | Reduce -6.8% | 32,254 | $1.1M |
| PFG Advisors | 0.07% | Add +21.2% | 32,162 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -8.4% | 32,144 | $1.1M |
| Knightsbridge Asset Management, LLC | 0.24% | New | 32,122 | $1.1M |
| Northstar Advisory Group, LLC | 0.55% | Reduce -1.0% | 32,027 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -15.5% | 31,990 | $1.1M |
| Bank of Marin | 0.85% | Add +5.6% | 31,808 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -5.1% | 31,771 | $1.1M |
| Thrive Capital Management, LLC | 0.49% | Reduce -12.7% | 31,406 | $1.0M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -15.8% | 31,258 | $1.0M |
| Key Financial Inc | 0.23% | Add +0.0% | 31,231 | $1.0M |
| Haverford Trust Co | 0.01% | Add +8.7% | 31,098 | $1.0M |
| Brick & Kyle, Associates | 0.44% | Reduce -0.0% | 31,008 | $1.0M |
| Elevated Capital Advisors, LLC | 0.27% | Reduce -46.3% | 30,840 | $1.0M |
| McAdam, LLC | 0.06% | Add +0.2% | 30,825 | $1.0M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -21.4% | 30,713 | $1.0M |
| Vigilare Wealth Management | 0.41% | Reduce -0.9% | 30,565 | $1.0M |
| Lodestar Private Asset Management LLC | 0.13% | Reduce -4.7% | 30,198 | $1.0M |
| WealthTrust Asset Management, LLC | 0.75% | Reduce -7.2% | 30,098 | $1.0M |
| Caldwell Trust Co | 0.10% | Reduce -7.3% | 29,976 | $996K |
| KCM Investment Advisors LLC | 0.03% | Reduce -11.7% | 29,918 | $994K |
| Wharton Business Group, LLC | 0.04% | No change | 29,895 | $993K |
| RMR Capital Management, LLC | 0.84% | Add +0.6% | 29,718 | $988K |
| GYL Financial Synergies, LLC | 0.07% | Reduce -2.1% | 29,624 | $984K |
| First Hawaiian Bank | 0.03% | Reduce -2.0% | 29,450 | $979K |
| Cornerstone Advisors Asset Management, LLC | 0.21% | Add +2.4% | 29,267 | $973K |
| Guidance Point Advisors, LLC | 0.29% | Add +3.8% | 28,940 | $962K |
| Hilltop Holdings Inc. | 0.06% | Reduce -89.5% | 28,793 | $957K |
| RW Investment Management LLC | 0.12% | Add +3.6% | 28,777 | $956K |
| First Financial Bank - Trust Division | 0.09% | Reduce -5.0% | 28,775 | $956K |
| LongView Wealth Management | 0.30% | Reduce -0.3% | 28,735 | $955K |
| Camarda Financial Advisors, LLC | 0.36% | Add +3.7% | 28,613 | $951K |
| Exchange Traded Concepts, LLC | 0.02% | New | 28,404 | $944K |
| Moors & Cabot, Inc. | 0.05% | Add +14.9% | 28,288 | $940K |
| Cherry Tree Wealth Management, LLC | 0.22% | Reduce -6.4% | 28,175 | $936K |
| Calton & Associates, Inc. | 0.36% | Reduce -20.0% | 28,022 | $931K |
| Farther Finance Advisors, LLC | 0.03% | Add +69.5% | 27,974 | $930K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.14% | Add +1.9% | 27,926 | $928K |
| Nicolet Advisory Services, LLC | 0.09% | Add +0.0% | 27,874 | $927K |
| Investment Advisory Group, LLC | 0.32% | Reduce -2.7% | 27,766 | $923K |
| Neuberger Berman Group LLC | 0.00% | Add +4.4% | 27,690 | $920K |
| Objective Capital Management, LLC | 0.54% | — | 27,598 | $917K |
| Aire Advisors, LLC | 0.20% | Add +7.6% | 27,480 | $913K |
| CENTRAL TRUST Co | 0.02% | Reduce -19.8% | 27,427 | $911K |
| William Howard & Co Financial Advisors Inc | 0.77% | Add +0.9% | 27,160 | $903K |
| Sheets Smith Wealth Management | 0.11% | Add +121.0% | 27,154 | $902K |
| Rosenberg Matthew Hamilton | 0.24% | Add +3.6% | 27,149 | $902K |
| Monograph Wealth Advisors, LLC | 0.12% | No change | 27,119 | $901K |
| Petix & Botte Co | 0.24% | Reduce -0.7% | 26,975 | $896K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -4.3% | 26,917 | $894K |
| Am Investment Strategies LLC | 0.22% | Add +0.7% | 26,808 | $891K |
| Proficio Capital Partners LLC | 0.09% | Reduce -20.2% | 26,730 | $888K |
| Sage Rhino Capital LLC | 0.20% | Reduce -0.8% | 26,588 | $884K |
| Northern Trust Corp. | 0.00% | Add +28.7% | 26,421 | $878K |
| Integris Wealth Management, LLC | 0.24% | Add +21.6% | 26,349 | $876K |
| HUB Investment Partners, LLC | 0.04% | Reduce -7.5% | 26,296 | $874K |
| Willis Johnson & Associates, Inc. | 0.07% | Add +0.4% | 26,253 | $872K |
| Sage Capital Management, LLC | 0.42% | Add +0.8% | 26,079 | $867K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 26,000 | $864K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -7.5% | 26,000 | $864K |
| Blue Trust, Inc. | 0.01% | Add +12.3% | 27,362 | $863K |
| Texas Yale Capital Corp. | 0.04% | Reduce -0.1% | 25,781 | $857K |
| Parkside Financial Bank & Trust | 0.12% | Add +0.2% | 25,636 | $852K |
| Palisade Capital Management, LP | 0.03% | New | 25,500 | $847K |
| Investment Planning Advisors, Inc. | 0.43% | No change | 26,681 | $842K |
| Financial Counselors Inc. | 0.01% | Reduce -2.2% | 25,275 | $840K |
| Prio Wealth Limited Partnership | 0.02% | No change | 25,215 | $838K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +19.7% | 25,036 | $832K |
| Bowie Capital Management, LLC | 0.05% | Reduce -35.9% | 25,000 | $831K |
| Jacobi Capital Management LLC | 0.06% | Add +19.7% | 24,590 | $817K |
| Hancock Whitney Corp. | 0.03% | Reduce -14.8% | 24,296 | $807K |
| One Capital Management, LLC | 0.03% | Reduce -83.1% | 24,287 | $807K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -13.2% | 24,245 | $806K |
| Penobscot Investment Management Company, Inc. | 0.07% | Add +0.6% | 24,233 | $805K |
| Kovack Advisors, Inc. | 0.09% | Add +16.4% | 24,175 | $803K |
| Traynor Capital Management, Inc. | 0.07% | Add +21.4% | 24,151 | $803K |
| Schmidt P J Investment Management Inc. | 0.14% | Add +2.0% | 24,143 | $802K |
| Allworth Financial LP | 0.00% | Reduce -6.4% | 23,869 | $793K |
| Townsquare Capital LLC | 0.01% | Reduce -5.5% | 23,753 | $789K |
| Strategic Financial Partners, Ltd. | 0.40% | Reduce -1.1% | 23,663 | $786K |
| LBMC Investment Advisors, LLC | 0.06% | No change | 23,481 | $780K |
| CGN Advisors LLC | 0.08% | Reduce -5.8% | 23,469 | $780K |
| Sawgrass Asset Management LLC | 0.08% | Add +20.9% | 23,374 | $777K |
| Sowell Financial Services LLC | 0.04% | Reduce -14.0% | 23,354 | $776K |
| Red Spruce Capital, LLC | 0.35% | Add +14.1% | 23,348 | $776K |
| Capital Advisors, Ltd. LLC | 0.10% | Add +6.8% | 23,259 | $773K |
| Two Sigma Securities, LLC | 0.06% | Reduce -14.2% | 22,954 | $763K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -11.4% | 22,920 | $762K |
| Carret Asset Management, LLC | 0.08% | Add +4.4% | 22,894 | $761K |
| Boyd Watterson Asset Management LLC | 0.21% | Add +0.2% | 22,696 | $754K |
| Carmichael Hill & Associates, Inc. | 0.28% | Reduce -2.5% | 22,589 | $751K |
| Lineweaver Wealth Advisors, LLC | 0.14% | No change | 22,442 | $746K |
| Summit Wealth Partners, LLC | 0.14% | Reduce -0.8% | 22,346 | $743K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 22,300 | $741K |
| Richwood Investment Advisors, LLC | 0.61% | Reduce -3.6% | 22,156 | $736K |
| Dover Advisors, LLC | 0.41% | Add +3.0% | 21,991 | $731K |
| Pennsylvania Capital Management Inc. | 0.26% | No change | 21,915 | $728K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.08% | Reduce -0.7% | 21,875 | $727K |
| City State Bank | 0.26% | Reduce -2.9% | 21,765 | $723K |
| Sonata Capital Group Inc. | 0.30% | Reduce -4.9% | 21,663 | $720K |
| Belpointe Asset Management LLC | 0.04% | Add +168.1% | 21,590 | $717K |
| Delta Capital Management LLC | 0.42% | Reduce -0.6% | 21,520 | $715K |
| Cohen & Steers, Inc. | 0.00% | Reduce -97.8% | 21,494 | $714K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +1.3% | 21,486 | $714K |
| FinTrust Capital Advisors, LLC | 0.12% | Add +1.0% | 21,440 | $712K |
| Private Client Services, LLC | 0.38% | Add +7.4% | 21,320 | $708K |
| Clarity Capital Partners LLC | 0.41% | Reduce -1.9% | 21,093 | $701K |
| Asset Allocation & Management Company, LLC | 0.44% | No change | 21,000 | $698K |
| Stableford Capital II LLC | 0.28% | Reduce -0.2% | 20,981 | $698K |
| Everstar Asset Management, LLC | 0.48% | — | 20,905 | $695K |
| Integrated Advisors Network LLC | 0.03% | Reduce -19.1% | 20,832 | $692K |
| NewEdge Wealth, LLC | 0.01% | Reduce -91.8% | 20,664 | $687K |
| Beacon Financial Group | 0.07% | Add +0.8% | 20,657 | $686K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -18.7% | 21,980 | $686K |
| LJI Wealth Management, LLC | 0.14% | Add +7.8% | 20,617 | $685K |
| Moneco Advisors, LLC | 0.09% | Add +78.4% | 20,559 | $683K |
| Staley Capital Advisers Inc. | 0.03% | No change | 20,500 | $681K |
| Bokf, NA | 0.01% | Reduce -3.9% | 20,345 | $677K |
| Flputnam Investment Management Co. | 0.01% | Reduce -7.2% | 20,190 | $671K |
| Raab & Moskowitz Asset Management LLC | 0.17% | Reduce -6.6% | 20,137 | $669K |
| Palogic Value Management, L.P. | 0.27% | No change | 20,040 | $666K |
| IHT Wealth Management, LLC | 0.02% | Reduce -32.3% | 20,015 | $665K |
| MSH Capital Advisors LLC | 0.20% | Add +2.1% | 19,909 | $662K |
| Melfa Wealth Management, Inc. | 0.43% | Reduce -2.9% | 19,807 | $658K |
| Trivium Point Advisory, LLC | 0.09% | Reduce -5.3% | 20,110 | $657K |
| Atlantic Union Bankshares Corp | 0.04% | Add +13.8% | 19,518 | $649K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -5.7% | 19,502 | $646K |
| Edmond DE Rothschild Holding S.A. | 0.01% | Reduce -8.5% | 19,412 | $645K |
| Harvest Volatility Management LLC | 14.63% | No change | 19,330 | $642K |
| Valmark Advisers, Inc. | 0.01% | Add +1.5% | 19,139 | $636K |
| Farmers & Merchants Investments Inc. | 0.02% | No change | 19,134 | $636K |
| Renaissance Technologies | 0.00% | New | 19,100 | $635K |
| Strategic Wealth Partners, Ltd. | 0.06% | Add +8.8% | 19,079 | $634K |
| North Star Investment Management Corp. | 0.04% | Add +38.1% | 19,060 | $633K |
| Christensen, King & Associates Investment Services, Inc. | 0.30% | Reduce -3.5% | 19,024 | $632K |
| Invst, LLC | 0.08% | Reduce -11.9% | 18,995 | $631K |
| Advisors Asset Management, Inc. | 0.01% | Add +14.3% | 18,924 | $629K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.18% | Add +26.8% | 18,908 | $628K |
| O'ROURKE & COMPANY, Inc | 0.31% | Add +22.1% | 18,645 | $620K |
| Lifeworks Advisors, LLC | 0.12% | Reduce -12.1% | 18,640 | $619K |
| Evergreen Capital Management LLC | 0.02% | No change | 18,619 | $619K |
| Westshore Wealth, LLC | 0.25% | Reduce -18.5% | 18,580 | $617K |
| Lindbrook Capital, LLC | 0.05% | Add +138.2% | 18,406 | $612K |
| VERITY Wealth Advisors | 0.43% | No change | 18,378 | $611K |
| Cornerstone Capital, Inc. | 0.06% | Reduce -1.5% | 18,254 | $607K |
| Choreo, LLC | 0.01% | Add +6.2% | 18,109 | $605K |
| EFG Asset Management (Americas) Corp. | 0.12% | Reduce -43.0% | 18,151 | $603K |
| StoneX Group Inc. | 0.04% | Reduce -6.7% | 18,121 | $602K |
| Powers Advisory Group, LLC | 0.30% | Add +0.1% | 18,056 | $600K |
| Evoke Wealth, LLC | 0.02% | New | 18,027 | $599K |
| Finer Wealth Management, Inc. | 0.37% | Reduce -35.5% | 18,024 | $599K |
| Valley Wealth Managers, Inc. | 0.04% | Reduce -50.7% | 17,929 | $596K |
| Lane & Associates LLC | 0.32% | Reduce -11.9% | 17,856 | $593K |
| Barry Investment Advisors, LLC | 0.18% | Add +0.5% | 17,745 | $590K |
| Jefferies Financial Group Inc. | 0.01% | Reduce -1.7% | 17,713 | $589K |
| Pathstone Holdings, LLC | 0.00% | No change | 17,629 | $586K |
| Qube Research & Technologies Ltd | 0.00% | Add +91.3% | 17,502 | $582K |
| Cardiff Park Advisors, LLC | 0.05% | Reduce -11.7% | 17,485 | $581K |
| Whitener Capital Management, Inc. | 0.16% | Add +49.3% | 17,327 | $576K |
| First Horizon Advisors, Inc. | 0.02% | Add +1.1% | 17,306 | $575K |
| Wealth Advisory Solutions, LLC | 0.16% | Add +6.5% | 17,214 | $572K |
| Viawealth, LLC | 0.33% | Reduce -5.8% | 17,107 | $568K |
| Easterly Investment Partners LLC | 0.05% | No change | 17,076 | $567K |
| Salem Investment Counselors Inc. | 0.02% | Reduce -7.1% | 17,026 | $566K |
| Woodmont Investment Counsel LLC | 0.04% | Add +3.3% | 17,021 | $566K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -3.5% | 16,907 | $562K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -4.8% | 16,890 | $561K |
| Joel Isaacson & Co., LLC | 0.03% | Reduce -0.3% | 16,882 | $561K |
| Burney Co./ | 0.02% | Reduce -7.7% | 16,481 | $548K |
| KG Capital Management | 0.18% | Add +4.1% | 16,465 | $547K |
| Investmark Advisory Group LLC | 0.26% | Reduce -20.9% | 16,406 | $545K |
| IFP Advisors, Inc | 0.02% | Reduce -33.3% | 16,361 | $544K |
| Transatlantique Private Wealth LLC | 0.21% | Reduce -1.6% | 16,166 | $537K |
| FMR LLC | 0.00% | Add +27.9% | 16,034 | $533K |
| Keystone Wealth Services, LLC | 0.15% | Reduce -24.4% | 15,934 | $529K |
| Boston Research & Management Inc. | 0.12% | Reduce -0.4% | 15,897 | $528K |
| Brightwater Advisory LLC | 0.38% | No change | 15,652 | $520K |
| Summa Corp. | 0.25% | No change | 15,600 | $518K |
| Stolper Co | 0.17% | Add +0.9% | 15,546 | $517K |
| Ethos Financial Group, LLC | 0.09% | Reduce -26.6% | 15,572 | $517K |
| Performance Wealth Partners, LLC | 0.02% | No change | 15,497 | $515K |
| Arax Advisory Partners | 0.05% | Reduce -2.3% | 15,396 | $512K |
| Mission Wealth Management, LP | 0.01% | Reduce -23.7% | 15,378 | $511K |
| TFB Advisors LLC | 0.15% | Add +0.4% | 15,359 | $510K |
| Principle Wealth Partners LLC | 0.04% | Add +36.7% | 15,350 | $510K |
| Brown Advisory Inc. | 0.00% | Add +4.0% | 15,321 | $509K |
| Smith, Moore & Co. | 0.05% | Reduce -9.4% | 15,290 | $508K |
| Tradition Wealth Management, LLC | 0.04% | Reduce -15.1% | 15,172 | $504K |
| GPS Wealth Strategies Group, LLC | 0.07% | Add +0.1% | 15,073 | $501K |
| FineMark National Bank & Trust | 0.02% | No change | 15,057 | $500K |
| Apriem Advisors | 0.06% | Reduce -41.3% | 14,914 | $496K |
| Carr Financial Group Corp | 0.15% | Add +11.4% | 14,870 | $494K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -14.9% | 14,850 | $493K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +114.2% | 14,620 | $486K |
| Sweeney & Michel, LLC | 0.19% | Add +2.1% | 14,493 | $485K |
| RIA Advisory Group LLC | 0.17% | — | 14,569 | $484K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -19.3% | 14,559 | $484K |
| Evolution Wealth Advisors, LLC | 0.09% | No change | 14,483 | $481K |
| Pallas Capital Advisors LLC | 0.02% | Reduce -12.1% | 14,521 | $480K |
| Twelve Points Wealth Management LLC | 0.15% | Reduce -3.4% | 14,380 | $478K |
| Ellis Investment Partners, LLC | 0.09% | Add +2.0% | 14,375 | $478K |
| Auour Investments LLC | 0.17% | Reduce -14.0% | 14,517 | $478K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -43.9% | 14,350 | $477K |
| City Center Advisors, LLC | 0.53% | Add +62.9% | 14,347 | $477K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +2.2% | 14,323 | $476K |
| Peregrine Asset Advisers, Inc. | 0.16% | No change | 14,313 | $476K |
| Ranch Capital Advisors Inc. | 0.22% | Add +0.1% | 14,254 | $474K |
| Fortem Financial Group, LLC | 0.19% | Reduce -2.2% | 14,248 | $473K |
| Cascade Financial Partners, LLC | 0.06% | Reduce -8.5% | 14,042 | $467K |
| Journey Advisory Group, LLC | 0.06% | No change | 14,780 | $466K |
| Wealth Dimensions Group, Ltd. | 0.12% | Add +82.7% | 14,031 | $466K |
| Klingman & Associates, LLC | 0.03% | No change | 14,013 | $466K |
| Detalus Advisors, LLC | 0.15% | No change | 14,009 | $466K |
| National Philanthropic Trust | 0.01% | No change | 14,000 | $465K |
| Harbor Investment Advisory, LLC | 0.05% | No change | 13,972 | $464K |
| Park Edge Advisors, LLC | 0.13% | Add +13.8% | 13,935 | $463K |
| Carl P. Sherr & Co., LLC | 0.24% | Add +12.5% | 13,818 | $459K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -2.9% | 13,771 | $458K |
| Wulff, Hansen & Co. | 0.41% | Reduce -3.3% | 13,770 | $458K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Reduce -13.3% | 13,750 | $457K |
| Ballentine Partners, LLC | 0.01% | No change | 13,600 | $452K |
| Norden Group LLC | 0.05% | New | 13,594 | $452K |
| Benchmark Investment Advisors LLC | 0.32% | Add +0.6% | 13,490 | $448K |
| Cypress Capital Group | 0.05% | Reduce -5.5% | 13,471 | $448K |
| EP Wealth Advisors, LLC | 0.00% | Add +14.3% | 13,463 | $447K |
| Eclectic Associates Inc. | 0.18% | Add +1.5% | 13,425 | $446K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -29.6% | 13,410 | $446K |
| Ironwood Financial, llc | 0.09% | Reduce -1.1% | 13,418 | $446K |
| Triumph Capital Management | 0.16% | Add +0.6% | 13,384 | $445K |
| Fort Sheridan Advisors LLC | 0.07% | Reduce -18.4% | 13,382 | $445K |
| M&T Bank Corp | 0.00% | Add +92.4% | 13,350 | $444K |
| Tyler-Stone Wealth Management | 0.08% | Add +97.7% | 13,312 | $442K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +8.1% | 13,294 | $442K |
| E&G Advisors, LLC | 0.12% | Reduce -0.3% | 13,294 | $442K |
| Prepared Retirement Institute LLC | 0.27% | Reduce -3.2% | 13,264 | $441K |
| SkyOak Wealth, LLC | 0.10% | Add +2.9% | 13,256 | $440K |
| LifePro Asset Management | 0.27% | Reduce -8.3% | 13,217 | $439K |
| Patrick M Sweeney & Associates, Inc. | 0.32% | Add +22.7% | 13,185 | $438K |
| Apollon Financial, LLC | 0.13% | Reduce -4.7% | 13,135 | $436K |
| Keynote Financial Services LLC | 0.33% | Reduce -6.5% | 12,985 | $431K |
| First Nebraska Trust Co | 0.04% | No change | 12,951 | $430K |
| Bar Harbor Wealth Management | 0.03% | No change | 12,938 | $430K |
| Fiduciary Trust Co | 0.01% | Reduce -45.5% | 12,736 | $423K |
| Bard Associates Inc. | 0.14% | New | 12,733 | $423K |
| Talon Private Wealth, LLC | 0.09% | — | 12,694 | $422K |
| Prosperity Wealth Management, Inc. | 0.16% | Add +1.0% | 12,406 | $412K |
| Westfuller Advisors, LLC | 0.29% | — | 12,346 | $410K |
| United Bank | 0.05% | Add +32.2% | 12,313 | $409K |
| Northcape Wealth Management, LLC | 0.13% | Add +3.4% | 12,303 | $409K |
| ProVise Management Group, LLC | 0.03% | Add +37.8% | 12,296 | $409K |
| Quattro Financial Advisors LLC | 0.12% | No change | 12,302 | $408K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -1.6% | 12,287 | $408K |
| Midwest Financial Group LLC | 0.24% | Reduce -18.5% | 12,215 | $406K |
| MKT Advisors LLC | 0.19% | Reduce -9.0% | 12,100 | $403K |
| First Merchants Corp. | 0.02% | Add +0.6% | 12,098 | $402K |
| Geller Advisors LLC | 0.03% | Reduce -0.9% | 12,084 | $402K |
| Flagstar Securities, Inc. | 0.10% | Reduce -11.3% | 12,079 | $401K |
| Bensler, LLC | 0.05% | Reduce -15.8% | 12,072 | $401K |
| SWS Partners | 0.13% | No change | 12,025 | $400K |
| KFG Wealth Management, LLC | 0.09% | No change | 11,964 | $398K |
| Weaver Consulting Group | 0.13% | No change | 11,933 | $397K |
| Fulton Bank, N.A. | 0.01% | No change | 11,827 | $393K |
| Core Wealth Partners LLC | 0.24% | No change | 11,824 | $393K |
| Measured Wealth Private Client Group, LLC | 0.13% | Add +58.2% | 11,789 | $392K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -3.7% | 11,722 | $390K |
| TD Capital Management LLC | 0.04% | Add +2.5% | 11,692 | $389K |
| Titleist Asset Management, LLC | 0.06% | Reduce -29.9% | 11,676 | $388K |
| L.M. Kohn & Company | 0.10% | Add +4.6% | 11,643 | $387K |
| Alpha Financial Partners LLC | 0.27% | New | 11,580 | $385K |
| Ehrlich Financial Group | 0.27% | Reduce -2.0% | 11,580 | $385K |
| Yakira Capital Management, Inc. | 0.15% | New | 11,540 | $383K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -42.7% | 11,515 | $383K |
| Seamount Financial Group Inc. | 0.29% | Add +2.8% | 11,495 | $382K |
| Northwest Financial Advisors | 0.30% | Reduce -1.4% | 11,454 | $381K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -6.7% | 11,418 | $379K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -0.0% | 11,294 | $375K |
| Operose Advisors LLC | 0.12% | Reduce -48.1% | 11,244 | $374K |
| TPG Advisors LLC | 0.29% | Add +19.1% | 11,234 | $373K |
| Glen Eagle Advisors, LLC | 0.06% | No change | 11,216 | $373K |
| Van Strum & Towne Inc. | 0.13% | No change | 11,175 | $371K |
| Independent Advisor Alliance | 0.01% | Add +0.0% | 11,138 | $370K |
| AlphaCentric Advisors LLC | 0.28% | Reduce -0.2% | 11,136 | $370K |
| Capital Advisory Group Advisory Services, LLC | 0.15% | No change | 11,081 | $368K |
| Kiley Juergens Wealth Management, LLC | 0.10% | New | 11,072 | $368K |
| Country Club Bank | 0.02% | Add +48.4% | 10,966 | $367K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 11,000 | $366K |
| Burns J W & Co. Inc. | 0.05% | Reduce -31.6% | 10,915 | $363K |
| WealthPLAN Partners, LLC | 0.05% | Add +1.8% | 10,911 | $363K |
| Chemistry Wealth Management LLC | 0.09% | No change | 10,800 | $359K |
| Coastwise Capital Group, LLC | 0.30% | Reduce -17.7% | 10,800 | $359K |
| WASHINGTON TRUST Co | 0.01% | No change | 10,630 | $353K |
| CRA Financial Services, LLC | 0.06% | New | 10,565 | $351K |
| Capital Advisors Wealth Management, LLC | 0.06% | Reduce -9.0% | 10,542 | $350K |
| Clear Creek Financial Management, LLC | 0.04% | Reduce -1.9% | 10,484 | $348K |
| Interactive Financial Advisors, Inc. | 0.18% | Reduce -10.8% | 10,481 | $348K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.1% | 10,451 | $347K |
| Associated Banc-Corp | 0.01% | Reduce -3.7% | 10,357 | $344K |
| Princeton Capital Management LLC | 0.11% | Reduce -1.8% | 10,339 | $344K |
| Legacy Wealth Management, LLC / MS | 0.13% | New | 10,327 | $343K |
| TD Waterhouse Canada Inc. | 0.00% | Add +41.1% | 10,301 | $342K |
| Midland Wealth Advisors, LLC | 0.02% | New | 10,285 | $342K |
| Atticus Wealth Management, LLC | 0.11% | Add +0.9% | 10,263 | $341K |
| Barrett & Company, Inc. | 0.15% | Add +6.8% | 10,226 | $340K |
| Afg Fiduciary Services Limited Partnership | 0.23% | Add +4.4% | 10,216 | $340K |
| KOM Wealth Management Group, LLC | 0.28% | Reduce -29.9% | 10,210 | $339K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +14.6% | 10,145 | $337K |
| Bristlecone Advisors, LLC | 0.03% | No change | 10,085 | $335K |
| My Legacy Advisors, LLC | 0.13% | Reduce -28.4% | 10,051 | $334K |
| World Investment Advisors | 0.01% | Add +57.8% | 10,027 | $333K |
| BTG Pactual Asset Management US LLC | 0.05% | New | 10,330 | $332K |
| Wilson & Boucher Capital Management, LLC | 0.23% | Reduce -2.9% | 10,000 | $332K |
| Merrion Investment Management Co, LLC | 0.22% | No change | 10,000 | $332K |
| Villere St Denis J & Co. LLC | 0.03% | New | 10,000 | $332K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 10,000 | $332K |
| Betterment LLC | 0.00% | Add +9.8% | 10,003 | $332K |
| Keudell/Morrison Wealth Management | 0.09% | Add +40.5% | 9,968 | $331K |
| Fortitude Family Office, LLC | 0.13% | Reduce -4.8% | 9,900 | $329K |
| Collaborative Wealth Managment Inc. | 0.15% | No change | 9,879 | $328K |
| Tiller Private Wealth, Inc. | 0.14% | Add +39.5% | 9,845 | $327K |
| Modera Wealth Management, LLC | 0.00% | Reduce -19.4% | 9,820 | $326K |
| Warner Financial, Inc. | 0.14% | Reduce -2.8% | 9,823 | $326K |
| Dodds Wealth, LLC | 0.11% | Add +1.5% | 9,852 | $326K |
| Bell Bank | 0.04% | No change | 9,747 | $324K |
| Smithfield Trust Co | 0.02% | Reduce -4.3% | 9,679 | $323K |
| NWF Advisory Services Inc. | 0.05% | Reduce -8.3% | 9,693 | $322K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -8.0% | 9,666 | $321K |
| Sfmg, LLC | 0.03% | Add +0.9% | 9,664 | $321K |
| Ingalls & Snyder LLC | 0.01% | New | 9,600 | $319K |
| Traction Financial Partners, LLC | 0.25% | Reduce -1.3% | 9,543 | $317K |
| Provenance Wealth Advisors, LLC | 0.04% | Add +10.4% | 9,530 | $317K |
| Websterrogers Financial Advisors, LLC | 0.11% | Add +0.3% | 9,515 | $316K |
| Gradient Investments LLC | 0.01% | Reduce -0.8% | 9,495 | $316K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | Add +0.5% | 9,454 | $314K |
| Bank & Trust Co | 0.25% | No change | 9,374 | $311K |
| GenWealth Group, Inc. | 0.07% | No change | 9,342 | $310K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -17.9% | 9,331 | $310K |
| Lazari Capital Management, Inc. | 0.13% | Add +27.3% | 9,317 | $310K |
| Elevation Point Wealth Partners, LLC | 0.03% | No change | 9,300 | $309K |
| Winthrop Advisory Group LLC | 0.04% | No change | 9,295 | $309K |
| Bison Wealth, LLC | 0.05% | New | 9,284 | $309K |
| Harbour Capital Advisors, LLC | 0.07% | Add +39.6% | 9,310 | $308K |
| FWL Investment Management, LLC | 0.12% | Add +23.8% | 9,277 | $308K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | Add +7.1% | 9,261 | $308K |
| Norris Financial Group, LLC | 0.15% | Add +12.1% | 9,250 | $307K |
| J. W. Coons Advisors, LLC | 0.06% | Add +4.8% | 9,250 | $307K |
| Ascentis Independent Advisors | 0.05% | New | 9,205 | $306K |
| Tempus Wealth Planning, LLC | 0.11% | Add +32.6% | 9,162 | $304K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +4.7% | 9,140 | $304K |
| OMNI 360 Wealth, Inc. | 0.21% | Add +0.1% | 9,124 | $303K |
| WoodTrust Financial Corp | 0.04% | New | 9,110 | $303K |
| Proathlete Wealth Management LLC | 0.12% | No change | 9,110 | $303K |
| Financial Management Professionals, Inc. | 0.04% | Add +1.6% | 9,102 | $302K |
| Balboa Wealth Partners | 0.08% | Reduce -59.5% | 9,086 | $302K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +17.6% | 9,071 | $301K |
| Wolverine Asset Management LLC | 0.03% | Add +66.7% | 9,000 | $299K |
| Quantum Financial Advisors, LLC | 0.05% | No change | 8,997 | $299K |
| Alaethes Wealth, LLC | 0.11% | New | 8,945 | $297K |
| Keystone Financial Group | 0.04% | New | 8,908 | $296K |
| Castleview Partners, LLC | 0.17% | Reduce -9.8% | 8,904 | $296K |
| Instrumental Wealth, LLC | 0.29% | Add +0.2% | 8,864 | $296K |
| Perennial Investment Advisors, LLC | 0.04% | Add +13.7% | 8,785 | $292K |
| Valeo Financial Advisors, LLC | 0.01% | New | 8,728 | $290K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Add +10.7% | 8,733 | $290K |
| 180 Wealth Advisors, LLC | 0.05% | Add +4.9% | 8,706 | $289K |
| Venture Visionary Partners LLC | 0.01% | Reduce -7.3% | 8,637 | $287K |
| HF Advisory Group, LLC | 0.13% | Reduce -18.2% | 8,584 | $285K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -10.5% | 8,550 | $284K |
| New Insight Wealth Advisors | 0.15% | Reduce -8.5% | 8,356 | $278K |
| 1832 Asset Management L.P. | 0.00% | Reduce -1.1% | 8,299 | $276K |
| Nottingham Advisors, Inc. | 0.03% | No change | 8,265 | $275K |
| Tyche Wealth Partners LLC | 0.06% | No change | 8,248 | $274K |
| Bleakley Financial Group, LLC | 0.01% | New | 8,231 | $274K |
| RMR Wealth Builders | 0.03% | Reduce -30.8% | 8,152 | $271K |
| Old Mission Investment Co LLC | 0.08% | No change | 8,023 | $267K |
| Stonebridge Advisors LLC | 7.15% | New | 8,017 | $266K |
| Optimum Investment Advisors | 0.11% | No change | 8,000 | $266K |
| Independent Family Office, LLC | 0.13% | Reduce -33.6% | 7,982 | $265K |
| McDonald Partners LLC | 0.07% | No change | 7,935 | $264K |
| Ritholtz Wealth Management | 0.01% | Reduce -72.9% | 7,921 | $263K |
| Greenwich Wealth Management LLC | 0.02% | Add +2.3% | 7,871 | $262K |
| C2C Wealth Management, LLC | 0.24% | No change | 7,915 | $260K |
| Tiaa Trust, National Association | 0.00% | New | 7,752 | $258K |
| Sterneck Capital Management, LLC | 0.14% | Reduce -16.3% | 7,710 | $256K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +18.5% | 7,688 | $255K |
| Wealth Effects LLC | 0.09% | Reduce -0.2% | 7,646 | $254K |
| WealthShield Partners, LLC | 0.03% | Reduce -1.1% | 7,552 | $251K |
| Oxbow Advisors, LLC | 0.03% | No change | 7,505 | $249K |
| DLK Investment Management, LLC | 0.10% | No change | 7,500 | $249K |
| Olde Wealth Management, LLC | 0.09% | Add +0.1% | 7,502 | $249K |
| Avior Wealth Management, LLC | 0.01% | Add +5.5% | 7,492 | $249K |
| Investment House LLC | 0.01% | No change | 7,448 | $247K |
| Insight Wealth Partners, LLC | 0.15% | No change | 7,440 | $247K |
| Headinvest, LLC | 0.05% | Reduce -23.6% | 7,432 | $247K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +4.1% | 7,399 | $246K |
| Prudent Man Advisors, LLC | 0.08% | No change | 7,320 | $243K |
| Millennium Capital Advisors, LLC | 0.16% | No change | 7,305 | $243K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -15.1% | 7,285 | $242K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 7,272 | $242K |
| Ancora Advisors LLC | 0.01% | Reduce -0.8% | 7,263 | $241K |
| Trustmark Bank Trust Department | 0.02% | Add +0.1% | 7,244 | $241K |
| Pinnacle Financial Group, LLC / IL | 0.09% | New | 7,221 | $240K |
| Colonial Trust Co / SC | 0.04% | Add +33.6% | 7,209 | $240K |
| WealthBridge Capital Management, LLC | 0.07% | Add +4.7% | 7,137 | $237K |
| Tran Capital Management, L.P. | 0.03% | No change | 7,115 | $236K |
| Columbia Advisory Partners LLC | 0.22% | New | 7,049 | $234K |
| Sanders Morris Harris LLC | 0.04% | No change | 7,017 | $233K |
| Charter Oak Capital Management, LLC | 0.02% | Add +0.3% | 7,006 | $233K |
| Dark Forest Capital Management LP | 0.03% | New | 6,973 | $232K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.11% | Add +0.9% | 6,942 | $231K |
| Balefire, LLC | 0.08% | Reduce -1.5% | 6,932 | $230K |
| Northwest Investment Counselors, LLC | 0.05% | Reduce -4.6% | 6,930 | $230K |
| Drucker Wealth 3.0, LLC | 0.06% | Reduce -8.8% | 6,922 | $230K |
| Archer Investment Corp | 0.06% | Add +0.0% | 6,911 | $230K |
| GenTrust, LLC | 0.01% | New | 6,899 | $229K |
| Denver Wealth Management, Inc. | 0.11% | New | 6,897 | $229K |
| Zacks Investment Management | 0.00% | Add +1.2% | 6,883 | $229K |
| Stonegate Investment Group, LLC | 0.01% | No change | 6,874 | $228K |
| Verdence Capital Advisors LLC | 0.02% | No change | 6,855 | $228K |
| Resurgent Financial Advisors LLC | 0.13% | Reduce -35.6% | 6,840 | $227K |
| Moseley Investment Management Inc. | 0.09% | Add +2.9% | 6,826 | $227K |
| Magnus Financial Group LLC | 0.02% | New | 6,655 | $221K |
| Next Level Private LLC | 0.09% | Reduce -7.2% | 6,652 | $221K |
| Adell Harriman & Carpenter Inc. | 0.02% | Reduce -7.1% | 6,575 | $218K |
| Scotia Capital Inc. | 0.00% | New | 6,545 | $217K |
| Slow Capital, Inc. | 0.03% | Reduce -11.0% | 6,523 | $217K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -7.7% | 6,520 | $217K |
| Clare Market Investments LLC | 0.06% | Reduce -13.1% | 6,500 | $216K |
| Meridian Wealth Management, LLC | 0.01% | New | 6,486 | $216K |
| Seelaus Asset Management LLC | 0.20% | New | 6,421 | $213K |
| Maiden Cove Capital, LLC | 0.33% | New | 6,400 | $213K |
| Mokosak Advisory Group, LLC | 0.06% | New | 6,396 | $213K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 6,390 | $212K |
| Samalin Investment Counsel, LLC | 0.09% | Reduce -23.6% | 6,368 | $212K |
| Webster Bank, N. A. | 0.02% | Add +241.0% | 6,367 | $212K |
| FSC Wealth Advisors, LLC | 0.15% | Add +13.4% | 6,328 | $210K |
| Continuum Advisory, LLC | 0.03% | Add +8.2% | 6,411 | $209K |
| Wealth Management Associates, Inc. | 0.09% | Reduce -4.8% | 6,283 | $209K |
| Advisory Alpha, LLC | 0.01% | Reduce -13.1% | 6,272 | $208K |
| CWA Asset Management Group, LLC | 0.01% | — | 6,203 | $206K |
| JTC Employer Solutions Trustee Ltd | 0.01% | No change | 6,200 | $206K |
| Omega Financial Group, LLC | 0.08% | Reduce -23.0% | 6,143 | $204K |
| Ashton Thomas Securities, LLC | 0.04% | Add +29.7% | 6,120 | $203K |
| AdvisorNet Financial, Inc | 0.02% | Add +24.6% | 6,088 | $202K |
| Freestone Capital Holdings, LLC | 0.01% | New | 6,075 | $202K |
| Madison Park Capital Advisors, LLC | 0.15% | New | 6,062 | $201K |
| New England Asset Management Inc. | 0.03% | No change | 6,000 | $199K |
| Register Financial Advisors LLC | 0.10% | Add +53.1% | 5,937 | $197K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Reduce -11.5% | 5,914 | $197K |
| Jackson Hole Capital Partners, LLC | 0.04% | Add +35.0% | 5,784 | $192K |
| Pacific Center for Financial Services | 0.05% | Add +1.5% | 5,750 | $191K |
| Oarsman Capital, Inc. | 0.03% | New | 5,657 | $188K |
| Zions Bancorporation, N.A. | 0.01% | No change | 5,500 | $183K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 5,499 | $183K |
| MGB Wealth Management, LLC | 0.06% | Add +415.0% | 5,150 | $171K |
| Rakuten Securities, Inc. | 0.07% | Add +65.2% | 5,063 | $168K |
| Wellington Shields & Co., LLC | 0.05% | Add +10.5% | 4,740 | $158K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 4,600 | $153K |
| Founders Financial Alliance, LLC | 0.04% | Reduce -10.8% | 4,538 | $151K |
| EPG Wealth Management LLC | 0.04% | Add +0.0% | 4,189 | $139K |
| Hollencrest Capital Management | 0.01% | Add +1.6% | 4,074 | $135K |
| Resources Management Corp. /CT/ | 0.02% | Reduce -13.4% | 4,075 | $135K |
| Sound Income Strategies, LLC | 0.01% | Reduce -21.6% | 4,039 | $134K |
| Bogart Wealth, LLC | 0.01% | Add +13.3% | 4,025 | $134K |
| Citadel Advisors | 0.00% | Reduce -94.6% | 3,960 | $132K |
| Nvwm, LLC | 0.03% | Reduce -0.2% | 3,939 | $131K |
| Creative Financial Designs Inc. | 0.01% | Add +2.6% | 3,910 | $130K |
| Union Savings Bank | 0.06% | No change | 3,739 | $124K |
| Cove Street Capital, LLC | 0.09% | New | 3,500 | $116K |
| Larson Financial Group LLC | 0.01% | Add +17.8% | 3,494 | $116K |
| Pacifica Partners Inc. | 0.05% | Reduce -5.7% | 3,490 | $116K |
| Sage Mountain Advisors LLC | 0.01% | No change | 3,483 | $116K |
| Glenmede Trust Co. NA | 0.00% | Reduce -14.6% | 3,285 | $109K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.1% | 3,279 | $109K |
| Elevation Wealth Partners, LLC | 0.05% | No change | 3,268 | $109K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 3,175 | $106K |
| Manchester Capital Management LLC | 0.01% | New | 3,160 | $105K |
| Briaud Financial Planning Inc | 0.05% | No change | 3,158 | $104K |
| Providence Capital Advisors, LLC | 0.02% | Add +12.0% | 3,126 | $104K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -32.4% | 3,027 | $101K |
| Ransom Advisory, Ltd | 0.05% | No change | 3,000 | $100K |
| NorthRock Partners, LLC | 0.00% | Reduce -56.7% | 2,935 | $98K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.3% | 2,948 | $97K |
| Caldwell Sutter Capital, Inc. | 0.04% | Reduce -22.2% | 2,849 | $95K |
| CVA Family Office, LLC | 0.01% | No change | 2,733 | $91K |
| MRP Capital Investments, LLC | 0.09% | New | 2,689 | $89K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.4% | 2,654 | $88K |
| Activest Wealth Management | 0.03% | Add +5.0% | 2,605 | $87K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2,501 | $83K |
| WFA of San Diego, LLC | 0.07% | No change | 2,477 | $82K |
| Westside Investment Management, Inc. | 0.02% | No change | 2,458 | $82K |
| Avion Wealth | 0.02% | No change | 2,465 | $81K |
| PSI Advisors, LLC | 0.02% | Add +1.1% | 2,432 | $81K |
| Moisand Fitzgerald Tamayo, LLC | 0.01% | No change | 2,430 | $81K |
| Coppell Advisory Solutions LLC | 0.01% | Reduce -11.5% | 2,378 | $80K |
| Eastern Bank | 0.00% | New | 2,150 | $71K |
| Capital Management Associates | 0.08% | No change | 2,148 | $71K |
| Tsfg, LLC | 0.02% | Add +0.2% | 2,144 | $71K |
| Oakworth Capital, Inc. | 0.00% | Add +16.0% | 2,126 | $71K |
| BNP Paribas Financial Markets | 0.00% | New | 2,020 | $67K |
| Hazlett, Burt & Watson, Inc. | 0.03% | Add +32.2% | 2,019 | $66K |
| Family Asset Management, LLC | 0.04% | Reduce -12.5% | 1,750 | $58K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +35.8% | 1,693 | $56K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,650 | $55K |
| Atwood & Palmer Inc. | 0.00% | Reduce -50.4% | 1,625 | $54K |
| First PREMIER Bank | 0.01% | New | 1,592 | $53K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 1,530 | $51K |
| Wellington Shields Capital Management, LLC | 0.01% | Add +0.3% | 1,437 | $48K |
| JDM Financial Group LLC | 0.03% | No change | 1,405 | $47K |
| Darwin Wealth Management, LLC | 0.01% | New | 1,368 | $45K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 1,365 | $45K |
| PrairieView Partners, LLC | 0.00% | Reduce -46.6% | 1,375 | $45K |
| Global Financial Private Client, LLC | 0.02% | No change | 1,322 | $44K |
| Syntax Research, Inc. | 0.03% | No change | 1,322 | $44K |
| Jamison Private Wealth Management, Inc. | 0.01% | No change | 1,318 | $44K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 1,310 | $44K |
| BBJS Financial Advisors, LLC | 0.02% | New | 1,307 | $43K |
| Pflug Koory, LLC | 0.00% | — | 1,300 | $43K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 1,250 | $42K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -1.9% | 1,242 | $41K |
| Sanctuary Wealth Management, L.L.C. | 0.03% | No change | 1,230 | $41K |
| Howe & Rusling Inc. | 0.00% | Reduce -4.8% | 1,180 | $39K |
| Front Row Advisors LLC | 0.01% | Reduce -59.5% | 1,159 | $39K |
| Sachetta, LLC | 0.02% | Add +21.1% | 1,150 | $38K |
| Game Plan Financial Advisors, LLC | 0.02% | Add +46.7% | 1,100 | $37K |
| Heritage Wealth Advisors | 0.00% | New | 1,072 | $36K |
| Islay Capital Management, LLC | 0.02% | No change | 1,000 | $33K |
| Cornerstone National Bank & Trust Co | 0.01% | New | 1,000 | $33K |
| Signaturefd, LLC | 0.00% | Reduce -9.0% | 1,000 | $33K |
| McIlrath & Eck, LLC | 0.00% | No change | 970 | $32K |
| Salomon & Ludwin, LLC | 0.00% | No change | 969 | $32K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 962 | $32K |
| Hobbs Group Advisors, LLC | 0.01% | Reduce -2.3% | 947 | $31K |
| Concord Wealth Partners | 0.01% | Add +1.5% | 921 | $31K |
| Alpine Bank Wealth Management | 0.00% | — | 854 | $28K |
| Flaharty Asset Management, LLC | 0.00% | New | 853 | $28K |
| Bellevue Asset Management, LLC | 0.01% | Add +1.1% | 791 | $26K |
| Gen-Wealth Partners Inc | 0.01% | No change | 760 | $25K |
| Beaird Harris Wealth Management, LLC | 0.00% | Reduce -11.8% | 745 | $25K |
| S.A. Mason LLC | 0.01% | No change | 740 | $25K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 700 | $23K |
| HM Payson & Co. | 0.00% | No change | 700 | $23K |
| Richardson Financial Services Inc. | 0.01% | Add +33.5% | 726 | $23K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 693 | $23K |
| Element Wealth, LLC | 0.01% | Add +0.9% | 671 | $22K |
| UMB Bank, n.a. | 0.00% | No change | 650 | $22K |
| Colonial Trust Advisors | 0.00% | Reduce -80.0% | 625 | $21K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $20K |
| CoreFirst Bank & Trust | 0.01% | New | 600 | $20K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $17K |
| ORG Partners LLC | 0.00% | Reduce -18.5% | 503 | $17K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $17K |
| Godsey & Gibb, Inc. | 0.00% | No change | 500 | $17K |
| Byrne Asset Management LLC | 0.01% | No change | 475 | $16K |
| Eukles Asset Management | 0.01% | No change | 468 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 456 | $15K |
| Robbins Farley | 0.01% | Add +3.2% | 450 | $15K |
| Coastline Trust Co | 0.00% | New | 435 | $14K |
| Wells Financial Advisors INC | 0.02% | New | 397 | $13K |
| Ridgewood Investments LLC | 0.01% | No change | 384 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 358 | $12K |
| Winch Advisory Services, LLC | 0.00% | Add +1.5% | 347 | $12K |
| Chilton Capital Management LLC | 0.00% | Reduce -46.9% | 344 | $11K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.5% | 340 | $11K |
| Caitlin John, LLC | 0.01% | Add +0.6% | 321 | $10K |
| GS Investments, Inc. | 0.00% | No change | 300 | $10K |
| M&R Capital Management Inc. | 0.00% | Reduce -68.4% | 300 | $10K |
| Bfsg, LLC | 0.00% | No change | 300 | $10K |
| Thompson Investment Management, Inc. | 0.00% | No change | 250 | $8K |
| Financial Perspectives, Inc | 0.00% | No change | 232 | $8K |
| Planned Solutions, Inc. | 0.00% | New | 230 | $8K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 200 | $7K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 167 | $6K |
| Cornerstone Planning Group LLC | 0.00% | Add +1.3% | 162 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 159 | $5K |
| Beacon Capital Management, LLC | 0.00% | No change | 157 | $5K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 151 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 150 | $5K |
| LRI Investments, LLC | 0.00% | No change | 150 | $5K |
| CNB Bank | 0.00% | No change | 140 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 134 | $4K |
| Versant Capital Management, Inc | 0.00% | Reduce -64.0% | 129 | $4K |
| Horizon Investments, LLC | 0.00% | Add +77.6% | 119 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 112 | $4K |
| Ballast Advisors LLC | 0.00% | Reduce -50.0% | 100 | $3K |
| Bank of New Hampshire | 0.00% | No change | 86 | $3K |
| WR Wealth Planners, LLC | 0.00% | No change | 85 | $3K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 65 | $2K |
| Fairscale Capital, LLC | 0.00% | No change | 62 | $2K |
| Roble, Belko & Company, Inc | 0.00% | Add +1.6% | 64 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 60 | $2K |
| Perkins Coie Trust Co | 0.00% | No change | 50 | $2K |
| Smartleaf Asset Management LLC | 0.00% | No change | 41 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | New | 35 | $1K |
| CGC Financial Services, LLC | 0.00% | No change | 35 | $1K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -99.4% | 25 | $821 |
| Global Wealth Strategies & Associates | 0.00% | No change | 24 | $798 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 14 | $447 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $399 |
| Davis Capital Management | 0.00% | No change | 10 | $335 |
| PayPay Securities Corp | 0.03% | Reduce -47.4% | 10 | $332 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 9 | $288 |
| New Millennium Group LLC | 0.00% | Reduce -28.6% | 5 | $166 |
| Creekmur Asset Management LLC | 0.00% | Reduce -98.8% | 1 | $21 |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.