iShares Preferred & Income SPFFETF
13F holders, Q3 2025 (September 30)990holders +2
90new positions
80sold out
3famous investors
$31.61avg. 13F price*
At the end of Q3 2025, 990 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, up 2 from Q2 2025. 90 opened new positions and 80 sold out. The largest holders were Bank of America Corp. ($763.6M), Morgan Stanley ($486.7M) and Wells Fargo & Company ($294.2M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Preferred & Income S
- CUSIP
- 464288687
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 90 | $323.9M |
| Exits | 80 | $156.0M |
All 13F filers, Q2 2025 → Q3 2025: 21,802,925 shares bought and 16,109,261 shares sold, net +5,693,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 990 holders
| Bank of America Corp. | 0.06% | Add +12.2% | 24,148,976 | $763.6M |
| Morgan Stanley | 0.03% | Add +0.6% | 15,392,268 | $486.7M |
| Wells Fargo & Company | 0.06% | Add +3.1% | 9,302,982 | $294.2M |
| LPL Financial LLC | 0.07% | Add +0.6% | 8,107,989 | $256.4M |
| Bramshill Investments, LLC | 13.47% | New | 6,238,662 | $197.3M |
| UBS Group AG | 0.04% | Add +2.1% | 5,718,399 | $180.8M |
| Royal Bank of Canada | 0.03% | Add +3.9% | 4,473,670 | $141.5M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -3.2% | 4,076,873 | $128.9M |
| Mariner, LLC | 0.15% | Add +1.7% | 3,733,130 | $118.1M |
| First Interstate Bank | 5.01% | Add +0.2% | 2,872,073 | $90.8M |
| Raymond James Financial Inc. | 0.03% | Add +8.1% | 2,835,478 | $89.7M |
| BlackRock, Inc. | 0.00% | Add +0.3% | 2,618,303 | $82.8M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.3% | 2,034,337 | $64.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.98% | Add +1.3% | 1,973,233 | $62.4M |
| US Bancorp \de | 0.07% | Reduce -2.6% | 1,970,712 | $62.3M |
| Cetera Investment Advisers | 0.07% | Add +25.1% | 1,806,664 | $57.1M |
| Truist Financial Corp. | 0.08% | Reduce -0.7% | 1,768,022 | $55.9M |
| Janney Montgomery Scott LLC | 0.13% | Add +15.0% | 1,700,154 | $53.8M |
| Rockefeller Capital Management L.P. | 0.10% | Add +4.2% | 1,588,553 | $50.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.4% | 1,580,670 | $50.0M |
| Steward Partners Investment Advisory, LLC | 0.27% | Add +241.6% | 1,499,378 | $47.4M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -23.1% | 1,404,358 | $44.4M |
| Osaic Holdings, Inc. | 0.06% | Add +8.2% | 1,323,039 | $41.8M |
| Fifth Third Bancorp | 0.13% | Reduce -2.0% | 1,241,490 | $39.3M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -0.2% | 1,160,785 | $36.7M |
| Greenleaf Trust | 0.33% | Add +2.7% | 1,145,373 | $36.2M |
| Edge Wealth Management LLC | 6.41% | Reduce -3.6% | 1,144,329 | $36.2M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.5% | 1,047,371 | $33.3M |
| Townsend & Associates, Inc | 3.09% | Add +2.7% | 1,037,219 | $32.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.57% | Add +23.1% | 1,029,518 | $32.6M |
| Baird Financial Group, Inc. | 0.05% | Add +2.0% | 1,022,172 | $32.3M |
| Dakota Wealth Management | 0.65% | Reduce -5.7% | 1,022,042 | $32.3M |
| Commerce Bank | 0.17% | Add +14.1% | 969,957 | $30.7M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.87% | Add +68.4% | 955,500 | $30.2M |
| Insight Wealth Strategies, LLC | 3.36% | Add +1.9% | 901,080 | $28.5M |
| MAI Capital Management | 0.17% | Reduce -0.6% | 880,687 | $27.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +277.4% | 867,684 | $27.4M |
| GDS Wealth Management | 1.75% | Add +10.0% | 839,733 | $26.6M |
| HighTower Advisors, LLC | 0.03% | Add +1.7% | 833,318 | $26.3M |
| Stifel Financial Corp. | 0.02% | Add +0.5% | 795,941 | $25.2M |
| Ocean Park Asset Management, LLC | 1.03% | New | 791,593 | $25.0M |
| Jaffetilchin Investment Partners, LLC | 1.42% | Add +8.9% | 752,709 | $23.8M |
| Hennion & Walsh Asset Management, Inc. | 0.85% | Add +6.5% | 745,594 | $23.6M |
| Summit Financial Wealth Advisors, LLC | 3.63% | Add +3.1% | 737,716 | $23.4M |
| Corient Private Wealth LP | 0.04% | Add +13.9% | 714,820 | $22.6M |
| Keybank National Association | 0.07% | Reduce -2.0% | 672,705 | $21.3M |
| Welch & Forbes LLC | 0.25% | Reduce -3.1% | 645,491 | $20.4M |
| Stephens Inc. | 0.26% | Reduce -22.5% | 640,539 | $20.3M |
| Assetmark, Inc. | 0.04% | Add +242.6% | 609,036 | $19.3M |
| SeaBridge Investment Advisors LLC | 3.09% | Add +36.6% | 601,986 | $19.0M |
| Pure Financial Advisors, LLC | 0.30% | Add +7.2% | 600,768 | $19.0M |
| MML Investors Services, LLC | 0.05% | Add +2.2% | 599,314 | $19.0M |
| Deutsche Bank AG | 0.01% | Reduce -56.5% | 595,729 | $18.8M |
| Citigroup Inc. | 0.01% | Add +1.9% | 589,428 | $18.6M |
| Stratos Wealth Partners, LTD. | 0.22% | Add +16.7% | 575,065 | $18.2M |
| Cerity Partners LLC | 0.03% | Add +0.9% | 558,327 | $17.7M |
| Kestra Advisory Services, LLC | 0.08% | Add +13.1% | 556,956 | $17.6M |
| Mercer Global Advisors Inc. | 0.03% | Add +116.9% | 532,950 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +1.9% | 528,544 | $16.7M |
| Parkside Investments, LLC | 1.92% | Reduce -1.7% | 486,898 | $15.4M |
| Northside Capital Management, LLC | 1.37% | Reduce -1.4% | 472,886 | $15.0M |
| Bard Associates Inc. | 3.95% | Add +112.3% | 469,290 | $14.8M |
| Robertson Stephens Wealth Management, LLC | 0.43% | Reduce -0.2% | 449,344 | $14.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +10.9% | 448,537 | $14.2M |
| SBI Securities Co., Ltd. | 0.36% | Add +2.1% | 445,056 | $14.1M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -2.5% | 436,684 | $13.8M |
| Millennium Management | 0.01% | Add +137.5% | 431,810 | $13.7M |
| Fulton Breakefield Broenniman LLC | 0.85% | Add +0.7% | 415,315 | $13.1M |
| First Citizens Bank & Trust Co. | 0.28% | No change | 413,664 | $13.1M |
| &partners | 0.08% | Add +197.2% | 408,830 | $12.9M |
| Capital Square, LLC | 6.59% | Add +0.1% | 408,697 | $12.9M |
| Jones Financial Companies LLLP | 0.01% | Add +11.5% | 401,773 | $12.8M |
| Ballast, Inc. | 3.06% | Add +4.8% | 396,927 | $12.6M |
| Conning Inc. | 0.43% | No change | 390,500 | $12.3M |
| Park Avenue Securities LLC | 0.10% | Add +12.4% | 385,981 | $12.2M |
| NewEdge Advisors, LLC | 0.06% | Add +6.9% | 384,072 | $12.1M |
| SWAN Capital LLC | 4.59% | Add +68.5% | 357,859 | $11.3M |
| Capstone Investment Advisors, LLC | 0.12% | New | 354,301 | $11.2M |
| Hilton Capital Management, LLC | 0.89% | Reduce -6.7% | 347,603 | $11.0M |
| Florida Trust Wealth Management Co | 0.31% | Add +1.0% | 344,153 | $10.9M |
| Focus Partners Wealth | 0.02% | Add +11.5% | 342,223 | $10.8M |
| Horizon Investments, LLC | 0.14% | New | 339,143 | $10.6M |
| Oak Harvest Investment Services | 1.22% | Add +4.2% | 329,971 | $10.4M |
| Collective Family Office LLC | 2.40% | Add +5.9% | 316,556 | $10.0M |
| AMG National Trust Bank | 0.24% | Add +0.1% | 313,463 | $9.9M |
| Bank of Montreal | 0.00% | Add +0.8% | 308,270 | $9.7M |
| Synovus Financial Corp. | 0.11% | Reduce -4.4% | 300,696 | $9.5M |
| Frisch Financial Group, Inc. | 2.14% | Reduce -1.2% | 290,605 | $9.2M |
| Strategic Wealth Investment Group, LLC | 0.77% | Add +1693.8% | 288,770 | $9.1M |
| Captrust Financial Advisors | 0.02% | Reduce -7.1% | 283,557 | $9.0M |
| HRT Financial LP | 0.03% | Reduce -40.3% | 278,703 | $8.8M |
| Full Sail Capital, LLC | 0.47% | Reduce -16.5% | 270,031 | $8.5M |
| Stablepoint Partners, LLC | 1.34% | Add +8.1% | 267,638 | $8.5M |
| Campbell Capital Management Inc. | 3.24% | Reduce -0.9% | 265,725 | $8.4M |
| Peapack Gladstone Financial Corp. | 0.11% | Reduce -2.6% | 261,014 | $8.3M |
| Freedom Day Solutions, LLC | 2.15% | Add +9.5% | 250,648 | $7.9M |
| Prospera Financial Services Inc | 0.13% | Add +9.7% | 248,831 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Add +3.0% | 247,383 | $7.8M |
| DAVENPORT & Co LLC | 0.04% | Add +7.1% | 238,063 | $7.5M |
| Angeles Wealth Management, LLC | 0.46% | Add +13.9% | 234,899 | $7.4M |
| Mesirow Financial Investment Management, Inc. | 0.13% | Add +0.8% | 233,909 | $7.4M |
| Regal Investment Advisors LLC | 0.48% | Reduce -43.6% | 231,569 | $7.3M |
| D.A. Davidson & Co. | 0.05% | Reduce -4.0% | 225,238 | $7.1M |
| Comerica Bank | 0.03% | Add +1.4% | 223,596 | $7.1M |
| Dynamic Advisor Solutions LLC | 0.20% | Add +2.3% | 219,138 | $6.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.24% | Add +0.0% | 217,487 | $6.9M |
| Mountain Hill Investment Partners Corp. | 6.00% | Add +2.4% | 216,526 | $6.8M |
| Glaxis Capital Management, LLC | 10.58% | Add +17.1% | 201,500 | $6.4M |
| MassMutual Private Wealth & Trust, FSB | 0.16% | Add +1.7% | 200,369 | $6.3M |
| Cim, LLC | 0.83% | Add +1.1% | 200,300 | $6.3M |
| Independent Financial Group, LLC | 0.15% | Add +11.4% | 198,480 | $6.3M |
| Pinebridge Investments, L.P. | 0.05% | No change | 195,455 | $6.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.2% | 192,748 | $6.1M |
| Alexander Labrunerie & Co., Inc. | 2.25% | Reduce -3.8% | 190,778 | $6.0M |
| Lido Advisors, LLC | 0.02% | Add +8.5% | 190,227 | $6.0M |
| Kentucky Trust Co | 3.20% | Add +0.4% | 187,086 | $5.9M |
| Brookstone Capital Management | 0.07% | Reduce -6.0% | 186,778 | $5.9M |
| Logan Stone Capital, LLC | 2.67% | New | 186,186 | $5.9M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +19.3% | 183,977 | $5.8M |
| Independence Financial Advisors, LLC | 1.77% | Add +82.0% | 183,828 | $5.8M |
| Knightsbridge Asset Management, LLC | 0.98% | Add +4.1% | 182,289 | $5.8M |
| Montis Financial, LLC | 1.31% | Reduce -82.2% | 179,978 | $5.7M |
| RPg Family Wealth Advisory, LLC | 1.25% | Add +4.1% | 179,947 | $5.7M |
| Centaurus Financial, Inc. | 0.27% | Add +103.5% | 179,180 | $5.7M |
| Fortress Financial Solutions, LLC | 6.16% | Add +6.4% | 178,728 | $5.7M |
| Barclays PLC | 0.00% | New | 177,480 | $5.6M |
| Quest Investment Management LLC | 0.59% | No change | 177,000 | $5.6M |
| Blue Fin Capital, Inc. | 0.86% | Add +4.0% | 173,523 | $5.5M |
| Cornerstone Financial Group, LLC | 4.23% | Add +8.2% | 172,766 | $5.5M |
| Exencial Wealth Advisors, LLC | 0.18% | Add +6.8% | 170,883 | $5.4M |
| BOS Asset Management, LLC | 1.50% | Add +0.4% | 167,374 | $5.3M |
| XML Financial, LLC | 0.43% | Reduce -1.8% | 166,512 | $5.3M |
| Paulson Wealth Management Inc. | 1.24% | New | 165,499 | $5.2M |
| Jackson, Grant Investment Advisers, Inc. | 1.74% | Add +0.5% | 164,731 | $5.2M |
| Tanager Wealth Management LLP | 0.54% | Add +37.5% | 162,532 | $5.1M |
| Financial Advisory Partners, LLC | 1.46% | Reduce -2.4% | 157,886 | $5.0M |
| Bank of Stockton | 1.42% | Add +1.1% | 157,575 | $5.0M |
| Beacon Harbor Wealth Advisors, Inc. | 1.16% | Add +8.1% | 157,176 | $5.0M |
| Waverly Advisors, LLC | 0.05% | Add +1.5% | 154,596 | $4.9M |
| Intrepid Financial Planning Group LLC | 1.85% | Reduce -4.1% | 153,838 | $4.9M |
| Investors Research Corp | 0.88% | Add +7.0% | 149,729 | $4.7M |
| Cordatus Wealth Management LLC | 1.12% | Add +20.3% | 149,625 | $4.7M |
| Rwa Wealth Partners, LLC | 0.05% | Add +22.9% | 147,624 | $4.7M |
| Creative Planning | 0.00% | Add +22.5% | 146,712 | $4.6M |
| White Pine Capital LLC | 1.31% | Add +0.1% | 144,269 | $4.6M |
| Cypress Wealth Services, LLC | 0.73% | Reduce -3.2% | 141,514 | $4.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -10.1% | 141,407 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -44.2% | 139,938 | $4.4M |
| Bessemer Group Inc. | 0.01% | Add +220.2% | 137,617 | $4.4M |
| Sagace Wealth Management LLC | 2.96% | Add +16.8% | 137,540 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Add +3.8% | 136,990 | $4.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -11.6% | 136,517 | $4.3M |
| Checchi Capital Advisers, LLC | 0.30% | Add +6.3% | 135,985 | $4.3M |
| Oak Family Advisors, LLC | 1.39% | New | 135,760 | $4.3M |
| Wealth Advisory Solutions, LLC | 1.02% | Add +0.6% | 133,222 | $4.2M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -8.8% | 130,069 | $4.1M |
| Cambria Investment Management, L.P. | 0.25% | New | 130,416 | $4.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 126,783 | $4.0M |
| Crown Oak Advisors, LLC | 1.89% | No change | 130,000 | $4.0M |
| Community Bank, N.A. | 0.48% | Add +2.4% | 126,165 | $4.0M |
| Global Retirement Partners, LLC | 0.09% | Reduce -1.2% | 125,916 | $4.0M |
| NorthCoast Asset Management LLC | 0.02% | Add +3.1% | 124,940 | $4.0M |
| Perennial Advisors, LLC | 0.67% | Add +0.9% | 122,668 | $3.9M |
| Curbstone Financial Management Corp | 0.73% | Add +0.5% | 120,763 | $3.8M |
| Winthrop Capital Management, LLC | 0.92% | Reduce -4.5% | 120,351 | $3.8M |
| Shulman DeMeo Asset Management LLC | 0.86% | Reduce -0.1% | 117,841 | $3.7M |
| Schroder Investment Management Group | 0.00% | Reduce -13.9% | 115,536 | $3.7M |
| Summit Financial, LLC | 0.06% | Add +10.8% | 115,659 | $3.7M |
| Invictus Private Wealth, LLC | 0.23% | Add +7.3% | 115,047 | $3.6M |
| Eagle Harbor Asset Management Inc. | 3.15% | Add +0.8% | 114,831 | $3.6M |
| First American Trust, FSB | 0.26% | Reduce -35.0% | 114,184 | $3.6M |
| RFG Advisory, LLC | 0.07% | Reduce -25.5% | 113,563 | $3.6M |
| Parallel Advisors, LLC | 0.07% | Reduce -3.3% | 113,345 | $3.6M |
| Rothschild Investment LLC | 0.20% | Reduce -8.3% | 112,747 | $3.6M |
| Davidson Investment Advisors | 0.15% | Add +2.3% | 112,347 | $3.6M |
| Crabel Capital Management, LLC | 3.17% | Reduce -28.5% | 111,937 | $3.5M |
| JT Stratford LLC | 0.47% | Reduce -30.2% | 111,556 | $3.5M |
| SP Asset Management LLC | 0.28% | Reduce -24.8% | 110,435 | $3.5M |
| Bouvel Investment Partners, LLC | 1.07% | Add +4.1% | 110,388 | $3.5M |
| Burke & Herbert Bank & Trust Co. | 0.75% | Reduce -0.6% | 109,806 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +13.1% | 108,884 | $3.4M |
| Redmont Wealth Advisors LLC | 4.76% | Reduce -8.1% | 108,043 | $3.4M |
| National Bank of Canada | 0.00% | New | 108,000 | $3.4M |
| Aletheian Wealth Advisors LLC | 1.54% | Add +4.7% | 104,917 | $3.3M |
| Sykon Capital LLC | 1.09% | New | 103,487 | $3.3M |
| Emergent Wealth Advisors, LLC | 1.90% | Add +9.9% | 102,935 | $3.3M |
| Price Capital Management, Inc. | 3.81% | New | 102,480 | $3.2M |
| Crews Bank & Trust | 0.47% | Add +3.8% | 102,425 | $3.2M |
| Fiera Capital Corp | 0.01% | Reduce -0.4% | 102,115 | $3.2M |
| Allworth Financial LP | 0.01% | Reduce -4.3% | 100,643 | $3.2M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -12.6% | 100,196 | $3.2M |
| Liberty Capital Management, Inc. | 0.60% | Add +0.0% | 100,147 | $3.2M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -0.8% | 99,557 | $3.1M |
| Congress Asset Management Co. | 0.02% | Add +5.0% | 98,212 | $3.1M |
| Courier Capital LLC | 0.18% | Reduce -2.8% | 98,133 | $3.1M |
| Principal Financial Group Inc. | 0.00% | Add +1.4% | 98,000 | $3.1M |
| Aprio Wealth Management, LLC | 0.31% | Add +2.2% | 97,647 | $3.1M |
| Penn Mutual Asset Management | 7.52% | No change | 97,300 | $3.1M |
| D L Carlson Investment Group Inc. | 0.51% | New | 96,769 | $3.1M |
| Sterling Investment Advisors, Ltd. | 0.60% | Reduce -0.5% | 96,744 | $3.1M |
| Mutual Advisors, LLC | 0.07% | Add +0.6% | 94,783 | $3.0M |
| Roman Butler Fullerton & Co. | 0.80% | Add +21.2% | 93,806 | $3.0M |
| WJ Financial Advisors LLC | 2.85% | — | 92,908 | $2.9M |
| Procyon Advisors, LLC | 0.17% | Add +0.6% | 92,684 | $2.9M |
| Exchange Traded Concepts, LLC | 0.03% | Add +9.6% | 92,193 | $2.9M |
| Palouse Capital Management, Inc. | 1.88% | Add +0.9% | 91,966 | $2.9M |
| Mount Lucas Management LP | 1.30% | New | 91,038 | $2.9M |
| MIdWestOne Financial Group, Inc. | 0.35% | Add +1.6% | 90,647 | $2.9M |
| Global Assets Advisory, LLC | 0.85% | Add +32.0% | 90,477 | $2.9M |
| Atlantic Edge Private Wealth Management, LLC | 0.74% | Reduce -2.0% | 90,455 | $2.9M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -18.3% | 89,752 | $2.8M |
| DT Investment Partners, LLC | 0.24% | Reduce -8.7% | 89,449 | $2.8M |
| Sierra Capital LLC | 0.31% | Add +6.8% | 89,043 | $2.8M |
| GeoWealth Management, LLC | 0.10% | Add +1953.6% | 88,879 | $2.8M |
| Grey Ledge Advisors, LLC | 0.63% | Reduce -6.5% | 87,802 | $2.8M |
| Smith Shellnut Wilson LLC | 1.07% | Add +3.1% | 87,719 | $2.8M |
| TCTC Holdings, LLC | 0.08% | Add +13.4% | 87,577 | $2.8M |
| SouthState Bank Corp | 0.13% | Reduce -5.2% | 87,510 | $2.8M |
| RMR Capital Management, LLC | 1.93% | Add +23.4% | 87,477 | $2.8M |
| GC Wealth Management RIA, LLC | 0.09% | New | 85,771 | $2.7M |
| NBT Bank, N.A. | 0.18% | Add +2.2% | 85,472 | $2.7M |
| Peoples Bank | 2.67% | Reduce -34.6% | 85,050 | $2.7M |
| Insigneo Advisory Services, LLC | 0.19% | Add +7.1% | 84,803 | $2.7M |
| Dumont & Blake Investment Advisors LLC | 0.64% | Reduce -0.0% | 83,849 | $2.7M |
| Chesapeake Capital Corp. | 2.37% | — | 83,457 | $2.6M |
| Wealthcare Advisory Partners LLC | 0.05% | Add +29.3% | 83,377 | $2.6M |
| Tempus Wealth Planning, LLC | 0.60% | Add +3.1% | 83,252 | $2.6M |
| Tidal Investments LLC | 0.01% | New | 83,457 | $2.6M |
| Old National Bancorp | 0.04% | Add +42.7% | 80,420 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -4.2% | 80,369 | $2.5M |
| Econ Financial Services Corp | 1.27% | Reduce -1.4% | 80,353 | $2.5M |
| Sharper & Granite LLC | 0.91% | Reduce -0.3% | 80,275 | $2.5M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -1.0% | 79,308 | $2.5M |
| Capstone Wealth Management Group LLC | 1.60% | Reduce -2.5% | 79,289 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +4.3% | 78,470 | $2.5M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Add +1.5% | 78,086 | $2.5M |
| Arkos Global Advisors | 0.31% | Reduce -8.1% | 77,642 | $2.5M |
| International Assets Investment Management, LLC | 0.20% | No change | 79,927 | $2.5M |
| Ballentine Partners, LLC | 0.03% | Add +2.4% | 76,375 | $2.4M |
| Arkadios Wealth Advisors | 0.06% | Reduce -3.8% | 76,243 | $2.4M |
| Disciplined Investments, LLC | 0.96% | Reduce -0.3% | 76,192 | $2.4M |
| Mgo One Seven LLC | 0.06% | Reduce -1.1% | 75,909 | $2.4M |
| Fragasso Financial Advisors Inc | 0.15% | Reduce -4.7% | 75,196 | $2.4M |
| Quadrature Capital Ltd | 0.03% | Reduce -75.8% | 75,397 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -11.8% | 75,010 | $2.4M |
| Duncker Streett & Co. Inc. | 0.41% | Reduce -1.0% | 74,362 | $2.4M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -3.5% | 73,716 | $2.3M |
| FOCUS Wealth Advisors, LLC | 1.10% | Add +0.3% | 72,652 | $2.3M |
| Destination Wealth Management | 0.06% | Add +5.6% | 72,466 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +70.1% | 71,643 | $2.3M |
| St Germain D J Co. Inc. | 0.09% | Add +2.4% | 71,573 | $2.3M |
| Curi Capital, LLC | 0.04% | Add +19.2% | 70,292 | $2.2M |
| Crewe Advisors LLC | 0.21% | Add +5.4% | 70,109 | $2.2M |
| Citizens Financial Group Inc. | 0.03% | Reduce -7.5% | 69,269 | $2.2M |
| Infinity Wealth Counsel, LLC | 2.09% | Reduce -4.4% | 67,979 | $2.1M |
| Fagan Associates, Inc. | 0.30% | Reduce -2.6% | 67,623 | $2.1M |
| Ibex Wealth Advisors | 0.20% | Reduce -1.1% | 67,177 | $2.1M |
| Wedbush Securities Inc. | 0.07% | Add +0.7% | 66,389 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +18.6% | 66,350 | $2.1M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -45.6% | 66,196 | $2.1M |
| Matrix Private Capital Group LLC | 1.11% | Reduce -2.8% | 66,065 | $2.1M |
| Legacy Capital Wealth Partners, LLC | 0.45% | Add +4.1% | 66,063 | $2.1M |
| Hohimer Wealth Management, LLC | 0.29% | Reduce -11.3% | 65,281 | $2.1M |
| HUB Investment Partners, LLC | 0.08% | Add +15.0% | 65,135 | $2.1M |
| Yorktown Management & Research Co Inc | 1.64% | New | 65,000 | $2.1M |
| SVB Wealth LLC | 0.11% | Reduce -21.8% | 64,944 | $2.1M |
| Greenwood Capital Associates LLC | 0.24% | Reduce -52.2% | 64,666 | $2.0M |
| Connecticut Wealth Management, LLC | 0.09% | New | 64,188 | $2.0M |
| Canandaigua National Bank & Trust Co. | 0.18% | Reduce -0.5% | 64,105 | $2.0M |
| Trivium Point Advisory, LLC | 0.21% | Add +2.9% | 64,079 | $2.0M |
| Clearbridge Investments, LLC | 0.00% | Reduce -0.6% | 63,782 | $2.0M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +1.4% | 63,506 | $2.0M |
| Post Resch Tallon Group Inc. | 1.79% | Add +3.1% | 63,501 | $2.0M |
| Wendell David Associates Inc. | 0.20% | Reduce -0.1% | 63,162 | $2.0M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Reduce -2.8% | 63,078 | $2.0M |
| Berkeley Capital Partners, LLC | 0.47% | Add +3.1% | 63,008 | $2.0M |
| ForthRight Wealth Management, LLC | 0.57% | Reduce -20.5% | 62,305 | $2.0M |
| Integrated Advisors Network LLC | 0.08% | Add +6.4% | 62,115 | $2.0M |
| Cadent Capital Advisors, LLC | 0.52% | Add +0.8% | 61,836 | $2.0M |
| Arista Wealth Management, LLC | 0.24% | Add +17.9% | 61,682 | $2.0M |
| Farrell Financial LLC | 1.22% | Add +1.6% | 61,331 | $1.9M |
| SPC Financial, Inc. | 0.15% | Reduce -0.9% | 60,037 | $1.9M |
| HFG Advisors, Inc. | 1.40% | Reduce -4.8% | 59,943 | $1.9M |
| Brighton Jones LLC | 0.05% | Add +14.5% | 59,732 | $1.9M |
| Armstrong Advisory Group, Inc. | 0.13% | Reduce -1.9% | 59,696 | $1.9M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -15.6% | 59,660 | $1.9M |
| TRUE Private Wealth Advisors | 0.19% | Reduce -11.8% | 58,990 | $1.9M |
| McRae Capital Management Inc. | 0.37% | Reduce -0.2% | 58,949 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -3.7% | 58,628 | $1.9M |
| Creegan & Nassoura Financial Group, LLC | 1.19% | New | 58,510 | $1.9M |
| Houlihan Financial Resource Group, Ltd. | 1.62% | Reduce -60.8% | 58,350 | $1.8M |
| PFG Advisors | 0.07% | New | 57,789 | $1.8M |
| NorthCrest Asset Manangement, LLC | 0.04% | Add +1.4% | 57,523 | $1.8M |
| Hilltop Holdings Inc. | 0.10% | Reduce -56.3% | 57,595 | $1.8M |
| Donaldson Capital Management, LLC | 0.06% | Reduce -7.5% | 57,498 | $1.8M |
| Cannon Wealth Management Services, LLC | 1.37% | Reduce -14.2% | 57,078 | $1.8M |
| Benjamin Edwards Inc. | 0.02% | Add +10.1% | 56,951 | $1.8M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -3.5% | 56,622 | $1.8M |
| Sowa Financial Group, Inc. | 1.00% | Reduce -4.1% | 56,608 | $1.8M |
| Calton & Associates, Inc. | 0.27% | New | 56,553 | $1.8M |
| IFP Advisors, Inc | 0.05% | Reduce -18.6% | 56,060 | $1.8M |
| SOL Capital Management CO | 0.16% | Reduce -2.9% | 55,940 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -5.9% | 55,342 | $1.7M |
| Janney Capital Management LLC | 0.11% | Add +2.4% | 55,187 | $1.7M |
| Powell Investment Advisors, LLC | 0.61% | Reduce -3.9% | 55,025 | $1.7M |
| Joseph P. Lucia & Associates, LLC | 0.65% | Reduce -7.2% | 54,843 | $1.7M |
| Financial Insights, Inc. | 0.57% | Add +6.3% | 54,616 | $1.7M |
| Readystate Asset Management LP | 0.17% | Add +158.1% | 54,001 | $1.7M |
| SageView Advisory Group, LLC | 0.06% | Reduce -32.4% | 53,998 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +28.4% | 53,552 | $1.7M |
| Harbour Investments, Inc. | 0.04% | Add +7.1% | 53,129 | $1.7M |
| Atlas Private Wealth Advisors | 0.41% | Reduce -48.0% | 53,047 | $1.7M |
| AQR Capital Management | 0.00% | New | 52,916 | $1.7M |
| Moran Wealth Management, LLC | 0.05% | Reduce -44.9% | 52,594 | $1.7M |
| Ariadne Wealth Management, LP | 0.74% | No change | 53,882 | $1.7M |
| Carson Advisory Inc. | 0.89% | Add +3.9% | 52,450 | $1.7M |
| Lanark Financial, Inc. | 0.13% | Add +4.3% | 51,729 | $1.6M |
| Bath Savings Trust Co | 0.16% | Reduce -2.1% | 51,625 | $1.6M |
| Boreal Capital Management LLC | 1.55% | Reduce -15.3% | 51,108 | $1.6M |
| First Commonwealth Financial Corp | 0.27% | New | 51,045 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +0.9% | 50,724 | $1.6M |
| Principal Securities, Inc. | 0.03% | Reduce -2.0% | 50,672 | $1.6M |
| Brave Asset Management Inc. | 0.39% | Add +14.3% | 50,311 | $1.6M |
| Palogic Value Management, L.P. | 0.68% | Add +146.1% | 50,293 | $1.6M |
| Noesis Capital Mangement Corp. | 0.24% | Reduce -0.7% | 49,628 | $1.6M |
| Journey Strategic Wealth LLC | 0.04% | Add +74.2% | 49,452 | $1.6M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.8% | 49,404 | $1.6M |
| Tudor Financial Inc. | 0.83% | Reduce -0.5% | 49,201 | $1.6M |
| Arcataur Capital Management LLC | 0.46% | Reduce -0.7% | 48,951 | $1.5M |
| Fogel Capital Management, Inc. | 0.71% | Add +17.6% | 48,730 | $1.5M |
| Somerset Trust Co | 0.47% | Add +0.9% | 48,583 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -17.1% | 48,513 | $1.5M |
| Blair William & Co. | 0.00% | Add +29.9% | 47,617 | $1.5M |
| Aviance Capital Partners, LLC | 0.18% | Add +0.7% | 47,213 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +2.0% | 47,122 | $1.5M |
| IFG Advisory, LLC | 0.07% | Reduce -1.7% | 47,098 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -0.6% | 48,385 | $1.5M |
| Fortis Group Advisors, LLC | 0.25% | Add +15.6% | 47,173 | $1.5M |
| FC Advisory LLC | 0.43% | Add +0.4% | 46,088 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.36% | Reduce -2.2% | 45,960 | $1.5M |
| Thrive Capital Management, LLC | 0.37% | Add +7.8% | 45,431 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -8.6% | 45,327 | $1.4M |
| Jacobi Capital Management LLC | 0.09% | Add +5.0% | 45,188 | $1.4M |
| Mathes Company, Inc. | 0.52% | Add +3.4% | 45,150 | $1.4M |
| Essex Financial Services, Inc. | 0.09% | Add +0.3% | 45,139 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | Add +16.7% | 44,869 | $1.4M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -56.3% | 44,868 | $1.4M |
| City Holding Co. | 0.18% | Reduce -5.0% | 44,492 | $1.4M |
| Money Concepts Capital Corp. | 0.09% | Add +3.5% | 44,271 | $1.4M |
| Evoke Wealth, LLC | 0.03% | New | 44,233 | $1.4M |
| Pettyjohn, Wood & White, Inc. | 0.23% | Add +0.3% | 44,050 | $1.4M |
| Etesian Wealth Advisors, Inc. | 0.46% | Reduce -2.6% | 43,790 | $1.4M |
| Aventus Investment Advisors, Inc. | 1.18% | Add +0.4% | 43,688 | $1.4M |
| Verity Asset Management, Inc. | 0.45% | Add +91.4% | 43,412 | $1.4M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.10% | Reduce -4.5% | 43,136 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +19.1% | 42,974 | $1.4M |
| First National Trust Co | 0.05% | Add +3.3% | 42,946 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.24% | Add +8.3% | 42,909 | $1.4M |
| Whitener Capital Management, Inc. | 0.32% | Add +11.8% | 42,854 | $1.4M |
| Balanced Wealth Group LLC | 0.59% | Add +9.7% | 43,464 | $1.3M |
| Old Mission Capital LLC | 0.05% | Add +55.8% | 41,816 | $1.3M |
| Charles Schwab Trust Co | 0.09% | Add +37.4% | 41,750 | $1.3M |
| Harbor Advisory Corp. | 0.39% | No change | 41,623 | $1.3M |
| Northwest Bancshares, Inc. | 0.21% | Reduce -3.7% | 40,207 | $1.3M |
| Accel Wealth Management | 0.36% | Reduce -4.7% | 39,673 | $1.3M |
| Montecito Bank & Trust | 0.19% | — | 39,648 | $1.3M |
| CMG Global Holdings, LLC | 0.61% | Reduce -0.9% | 39,653 | $1.2M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +102.7% | 39,148 | $1.2M |
| HCR Wealth Advisors | 0.13% | Reduce -5.2% | 38,573 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +2.8% | 38,515 | $1.2M |
| Snowden Capital Advisors LLC | 0.03% | Reduce -0.9% | 38,492 | $1.2M |
| Midwest Trust Co | 0.02% | Add +0.0% | 38,323 | $1.2M |
| Falcon Wealth Planning | 0.11% | Add +2.0% | 38,143 | $1.2M |
| SS&H Financial Advisors, Inc. | 0.37% | Add +2.1% | 38,125 | $1.2M |
| Invenio Wealth Partners LLC | 0.43% | Reduce -1.5% | 37,748 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.2% | 36,930 | $1.2M |
| Primoris Wealth Advisors, LLC | 0.74% | Reduce -2.5% | 36,896 | $1.2M |
| Texas Bank & Trust Co | 0.44% | Reduce -2.5% | 36,852 | $1.2M |
| North Forty Two & Co. | 1.14% | Reduce -4.2% | 36,826 | $1.2M |
| New England Private Wealth Advisors LLC | 0.15% | Add +12.6% | 36,512 | $1.2M |
| Transatlantique Private Wealth LLC | 0.38% | Add +50.9% | 36,483 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -7.4% | 35,882 | $1.1M |
| Rockingstone Advisors LLC | 0.55% | Reduce -7.3% | 35,227 | $1.1M |
| Howard Wealth Management, LLC | 0.51% | Reduce -42.6% | 35,065 | $1.1M |
| Providence First Trust Co | 0.38% | Reduce -25.8% | 34,988 | $1.1M |
| King Wealth Management Group | 0.14% | Reduce -4.9% | 34,256 | $1.1M |
| Bank of Marin | 0.76% | Reduce -1.7% | 34,205 | $1.1M |
| Romano Brothers and Company | 0.12% | Add +0.6% | 34,080 | $1.1M |
| PFG Investments, LLC | 0.06% | Add +7.3% | 33,913 | $1.1M |
| Ipswich Investment Management Co., Inc. | 0.25% | No change | 33,864 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Reduce -25.6% | 33,778 | $1.1M |
| MMBG Investment Advisors Co. | 0.09% | No change | 33,755 | $1.1M |
| Orcam Financial Group | 0.86% | Reduce -0.8% | 33,698 | $1.1M |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -0.6% | 33,661 | $1.1M |
| Realta Investment Advisors | 0.36% | Add +0.3% | 33,584 | $1.1M |
| Grandview Asset Management LLC | 0.30% | Reduce -8.4% | 33,571 | $1.1M |
| Northstar Advisory Group, LLC | 0.43% | Add +3.2% | 33,053 | $1.0M |
| CoreCap Advisors, LLC | 0.04% | Add +87.0% | 33,036 | $1.0M |
| Sax Wealth Advisors, LLC | 0.06% | Reduce -11.8% | 32,919 | $1.0M |
| Ameritas Advisory Services, LLC | 0.07% | Add +147.3% | 32,855 | $1.0M |
| Rosenberg Matthew Hamilton | 0.22% | Add +4.5% | 32,643 | $1.0M |
| Culbertson A N & Co. Inc. | 0.15% | Reduce -3.4% | 32,592 | $1.0M |
| Sunbeam Capital Management, LLC | 0.64% | New | 32,418 | $1.0M |
| Lodestar Private Asset Management LLC | 0.11% | Add +1.7% | 32,409 | $1.0M |
| Lion Street Advisors, LLC | 0.35% | New | 25,910 | $1.0M |
| Prospect Financial Services LLC | 0.59% | Reduce -6.0% | 32,171 | $1.0M |
| Rik Saylor Financial, Inc. | 0.74% | Reduce -2.2% | 31,988 | $1.0M |
| Provenance Wealth Advisors, LLC | 0.13% | No change | 31,725 | $1.0M |
| Whittier Trust Co. | 0.01% | Reduce -0.8% | 31,525 | $1.0M |
| Blue Trust, Inc. | 0.01% | Add +2.7% | 31,559 | $998K |
| CGN Advisors LLC | 0.08% | Add +12.6% | 31,552 | $998K |
| Telos Capital Management, Inc. | 0.10% | Reduce -1.5% | 31,541 | $997K |
| World Investment Advisors | 0.02% | Reduce -13.6% | 31,131 | $984K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -17.1% | 31,005 | $980K |
| Private Client Services, LLC | 0.33% | Add +11.6% | 30,723 | $971K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -36.2% | 30,710 | $971K |
| Strategic Financial Concepts, LLC | 0.14% | Reduce -2.4% | 30,587 | $967K |
| Guggenheim Capital LLC | 0.01% | Reduce -23.8% | 30,461 | $963K |
| Private Trust Co. NA | 0.08% | Reduce -14.6% | 30,103 | $952K |
| Vigilare Wealth Management | 0.32% | Add +165.1% | 29,558 | $935K |
| Guidance Point Advisors, LLC | 0.23% | Add +7.3% | 29,288 | $926K |
| Curran Financial Partners, LLC | 0.18% | Reduce -58.9% | 29,215 | $924K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -2.5% | 29,187 | $923K |
| Haverford Trust Co | 0.01% | No change | 29,158 | $922K |
| Investment Advisory Group, LLC | 0.25% | Add +6.5% | 29,111 | $921K |
| RW Investment Management LLC | 0.09% | No change | 28,777 | $910K |
| Independence Bank of Kentucky | 0.12% | Reduce -4.1% | 28,704 | $908K |
| Caldwell Trust Co | 0.08% | Reduce -1.9% | 28,406 | $898K |
| Meridian Wealth Management, LLC | 0.03% | Add +162.3% | 28,391 | $898K |
| Prairiewood Capital, LLC | 0.30% | Reduce -2.2% | 28,242 | $893K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -2.9% | 28,230 | $893K |
| Choreo, LLC | 0.01% | Add +11.6% | 28,015 | $886K |
| Nicolet Advisory Services, LLC | 0.07% | Reduce -12.2% | 27,795 | $882K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -36.7% | 27,902 | $882K |
| Two Sigma Securities, LLC | 0.13% | New | 27,773 | $878K |
| William Howard & Co Financial Advisors Inc | 0.75% | Add +1.0% | 27,765 | $878K |
| Simplicity Wealth,LLC | 0.05% | Add +132.1% | 27,519 | $870K |
| Sage Rhino Capital LLC | 0.17% | Add +0.8% | 27,443 | $868K |
| McAdam, LLC | 0.04% | Reduce -1.6% | 27,054 | $855K |
| Bellecapital International Ltd. | 0.14% | No change | 27,000 | $854K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.6% | 26,927 | $851K |
| Advisors Asset Management, Inc. | 0.01% | Add +4.6% | 26,638 | $842K |
| Dynamic Wealth Strategies, LLC | 0.56% | Reduce -62.1% | 26,323 | $832K |
| North Star Investment Management Corp. | 0.05% | Add +8.4% | 26,177 | $828K |
| Pathstone Holdings, LLC | 0.00% | Add +1.4% | 26,012 | $822K |
| Ethos Financial Group, LLC | 0.06% | Add +24.9% | 25,950 | $821K |
| Capital Fund Management S.A. | 0.01% | New | 25,844 | $817K |
| StoneX Group Inc. | 0.04% | Reduce -12.4% | 25,720 | $813K |
| Seamount Financial Group Inc. | 0.38% | Add +10.7% | 25,599 | $809K |
| Sei Investments Co. | 0.00% | Add +2.5% | 25,568 | $808K |
| Palisade Capital Management, LP | 0.02% | New | 25,500 | $806K |
| Advyzon Investment Management, LLC | 0.14% | Add +111.8% | 25,447 | $805K |
| GWN Securities Inc. | 0.19% | Add +39.4% | 25,371 | $803K |
| LongView Wealth Management | 0.22% | Reduce -4.5% | 25,374 | $802K |
| Farther Finance Advisors, LLC | 0.01% | Add +69.5% | 25,273 | $799K |
| KOM Wealth Management Group, LLC | 0.60% | Reduce -27.1% | 25,031 | $791K |
| Bowie Capital Management, LLC | 0.04% | No change | 25,000 | $791K |
| Boyd Watterson Asset Management LLC | 0.24% | No change | 24,961 | $789K |
| Synergy Asset Management, LLC | 0.03% | Add +192.2% | 25,380 | $786K |
| FAS Wealth Partners, Inc. | 0.05% | Reduce -21.8% | 24,716 | $782K |
| Canandaigua National Trust Co of Florida | 0.62% | Add +4.0% | 24,598 | $778K |
| WealthTrust Asset Management, LLC | 0.53% | Add +0.6% | 24,324 | $769K |
| Busey Bank | 0.02% | Reduce -10.9% | 24,181 | $765K |
| Mma Asset Management LLC | 0.25% | Reduce -6.9% | 23,923 | $756K |
| Fiduciary Alliance LLC | 0.05% | New | 23,642 | $748K |
| Invst, LLC | 0.08% | Add +45.1% | 23,528 | $744K |
| Aire Advisors, LLC | 0.13% | Reduce -9.4% | 23,502 | $743K |
| Atlantic Union Bankshares Corp | 0.01% | Add +7.3% | 23,433 | $741K |
| Moors & Cabot, Inc. | 0.03% | Reduce -14.1% | 23,172 | $733K |
| Neuberger Berman Group LLC | 0.00% | Reduce -7.6% | 23,140 | $732K |
| LOM Asset Management Ltd | 0.22% | Reduce -23.3% | 22,990 | $727K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -5.5% | 22,830 | $722K |
| Ieq Capital, LLC | 0.00% | New | 22,789 | $721K |
| Coordinated Financial Services, Inc. | 0.47% | Add +25.5% | 22,779 | $720K |
| Valtrion Capital Management, LLC | 0.77% | Add +15.4% | 22,738 | $719K |
| Cornerstone Capital, Inc. | 0.07% | No change | 22,675 | $717K |
| O'ROURKE & COMPANY, Inc | 0.30% | Add +1.3% | 22,636 | $716K |
| Capital Advisors Wealth Management, LLC | 0.10% | Reduce -9.3% | 22,621 | $715K |
| Integris Wealth Management, LLC | 0.17% | No change | 22,584 | $714K |
| Colony Family Offices, LLC | 0.18% | New | 22,510 | $712K |
| Northern Trust Corp. | 0.00% | Add +1.5% | 22,416 | $709K |
| Alpha Omega Wealth Management LLC | 0.12% | Add +1.3% | 22,215 | $702K |
| V2 Financial group LLC | 0.39% | New | 22,000 | $696K |
| Main Street Financial Solutions, LLC | 0.04% | Add +140.8% | 21,926 | $693K |
| Jefferies Financial Group Inc. | 0.01% | No change | 21,860 | $691K |
| American Capital Advisory, LLC | 0.32% | Reduce -35.8% | 21,814 | $690K |
| Strategic Financial Partners, Ltd. | 0.32% | Reduce -0.5% | 21,796 | $689K |
| Sonata Capital Group Inc. | 0.25% | Add +0.2% | 21,616 | $683K |
| Pennsylvania Capital Management Inc. | 0.20% | No change | 21,590 | $683K |
| Red Spruce Capital, LLC | 0.28% | No change | 21,487 | $679K |
| Sincerus Advisory, LLC | 0.58% | Add +0.1% | 21,401 | $677K |
| Resurgent Financial Advisors LLC | 0.33% | New | 21,362 | $675K |
| Clientfirst Wealth Management, LLC | 0.54% | Reduce -12.9% | 21,344 | $675K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.9% | 21,295 | $673K |
| Stone Summit Wealth LLC | 0.19% | Reduce -35.5% | 21,280 | $673K |
| Financial Partners Group, Inc | 0.08% | No change | 21,208 | $671K |
| City State Bank | 0.19% | No change | 21,165 | $669K |
| Asset Allocation & Management Company, LLC | 0.28% | No change | 21,000 | $664K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +7.9% | 20,955 | $663K |
| R.H. Investment Group, LLC | 0.57% | Reduce -42.7% | 20,900 | $661K |
| Carret Asset Management, LLC | 0.06% | Add +0.2% | 20,691 | $654K |
| Portfolio Strategies, Inc. | 0.08% | New | 20,666 | $653K |
| Cabana LLC | 3.97% | Reduce -9.1% | 20,545 | $650K |
| Parkside Financial Bank & Trust | 0.05% | Add +0.3% | 20,491 | $648K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.2% | 20,426 | $646K |
| Richwood Investment Advisors, LLC | 0.51% | Reduce -0.8% | 20,388 | $645K |
| Fca Corp. | 0.18% | New | 20,292 | $642K |
| Dover Advisors, LLC | 0.25% | No change | 20,172 | $638K |
| Penobscot Investment Management Company, Inc. | 0.05% | Reduce -1.2% | 20,150 | $637K |
| Sigma Planning Corp | 0.02% | Reduce -20.0% | 20,147 | $637K |
| Texas Yale Capital Corp. | 0.02% | Reduce -25.7% | 20,131 | $637K |
| KCM Investment Advisors LLC | 0.02% | Reduce -17.7% | 20,051 | $634K |
| Melfa Wealth Management, Inc. | 0.37% | Add +0.0% | 20,037 | $634K |
| Capital Advisors, Ltd. LLC | 0.07% | Reduce -13.7% | 19,977 | $632K |
| KG Capital Management | 0.17% | Add +3.7% | 19,855 | $628K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -6.8% | 19,542 | $618K |
| Investment Planning Advisors, Inc. | 0.19% | Reduce -7.8% | 19,540 | $618K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -24.5% | 19,417 | $617K |
| Tudor Investment Corporation | 0.00% | Reduce -9.6% | 19,397 | $613K |
| Platform Technology Partners | 0.15% | Reduce -42.9% | 19,264 | $609K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -37.5% | 19,241 | $608K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -19.4% | 19,545 | $606K |
| MSH Capital Advisors LLC | 0.16% | Add +0.2% | 19,077 | $603K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.12% | No change | 18,908 | $598K |
| Bcwm, LLC | 0.18% | Reduce -3.0% | 18,867 | $597K |
| Argyle Capital Partners, LLC | 0.43% | Add +61.2% | 18,785 | $594K |
| Cardiff Park Advisors, LLC | 0.05% | Add +1.6% | 18,729 | $592K |
| Everstar Asset Management, LLC | 0.34% | Reduce -0.1% | 18,688 | $591K |
| Princeton Capital Management LLC | 0.16% | Add +10.6% | 18,681 | $591K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 18,612 | $589K |
| Wealthcare Capital Partners, LLC | 0.27% | Add +57.6% | 18,562 | $587K |
| Belpointe Asset Management LLC | 0.02% | Add +35.6% | 18,451 | $583K |
| Cibc World Market Inc. | 0.00% | Add +3.0% | 18,436 | $583K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -13.5% | 18,339 | $580K |
| Kovack Advisors, Inc. | 0.05% | Reduce -6.0% | 18,248 | $577K |
| Moneco Advisors, LLC | 0.05% | Reduce -3.8% | 18,166 | $574K |
| Summit Wealth Partners, LLC | 0.10% | Reduce -3.5% | 18,105 | $572K |
| CX Institutional | 0.02% | New | 18,071 | $571K |
| FWL Investment Management, LLC | 0.15% | Add +13.9% | 17,990 | $569K |
| VERITY Wealth Advisors | 0.36% | Reduce -2.7% | 17,878 | $565K |
| Integrity Alliance, Llc. | 0.03% | Reduce -4.5% | 17,839 | $564K |
| Keystone Financial Group | 0.04% | Reduce -25.5% | 17,769 | $562K |
| Gen-Wealth Partners Inc | 0.19% | Add +2236.6% | 17,758 | $561K |
| First Manhattan Co. Llc. | 0.00% | No change | 17,745 | $561K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -10.1% | 17,678 | $559K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Reduce -16.4% | 17,521 | $554K |
| Staley Capital Advisers Inc. | 0.02% | Reduce -5.4% | 17,500 | $553K |
| Keynote Financial Services LLC | 0.34% | Add +37.9% | 17,488 | $553K |
| Sage Capital Management, LLC | 0.25% | Add +0.4% | 17,459 | $552K |
| Tred Avon Family Wealth, LLC | 0.19% | — | 17,435 | $551K |
| Avior Wealth Management, LLC | 0.02% | Add +0.2% | 17,416 | $551K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -31.4% | 17,599 | $550K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -12.8% | 17,369 | $549K |
| Pacific Center for Financial Services | 0.14% | Add +1.6% | 17,363 | $549K |
| Wharton Business Group, LLC | 0.02% | No change | 17,335 | $548K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +37.2% | 17,292 | $547K |
| Ehrlich Financial Group | 0.32% | Reduce -0.9% | 17,148 | $542K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | Reduce -12.8% | 16,900 | $534K |
| Cascade Financial Partners, LLC | 0.06% | Reduce -24.4% | 16,718 | $529K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.0% | 16,687 | $528K |
| TrueWealth Advisors, LLC | 0.14% | Reduce -11.7% | 16,672 | $527K |
| Brick & Kyle, Associates | 0.19% | Reduce -1.8% | 16,463 | $521K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -8.1% | 16,401 | $519K |
| Formulate Financial LLC | 0.64% | — | 16,360 | $517K |
| Ames National Corp. | 0.31% | Reduce -30.4% | 16,330 | $516K |
| Valmark Advisers, Inc. | 0.01% | Reduce -12.2% | 16,240 | $514K |
| Prudent Man Advisors, LLC | 0.19% | Add +13.3% | 16,220 | $513K |
| Modera Wealth Management, LLC | 0.01% | Add +32.9% | 16,172 | $511K |
| AE Wealth Management LLC | 0.00% | Reduce -4.3% | 16,160 | $511K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 16,100 | $509K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -1.8% | 15,991 | $506K |
| Bank of Nova Scotia | 0.00% | No change | 15,900 | $503K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Add +1.9% | 15,846 | $501K |
| Sawgrass Asset Management LLC | 0.06% | No change | 15,824 | $500K |
| Mezzasalma Advisors, LLC | 0.13% | Reduce -6.8% | 15,808 | $500K |
| Delta Capital Management LLC | 0.26% | Reduce -6.0% | 15,790 | $499K |
| One Capital Management, LLC | 0.02% | Reduce -0.0% | 15,585 | $493K |
| Evergreen Capital Management LLC | 0.01% | Reduce -1.5% | 15,552 | $492K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -5.3% | 15,455 | $489K |
| NewEdge Wealth, LLC | 0.01% | Reduce -3.9% | 15,589 | $484K |
| EFG Asset Management (Americas) Corp. | 0.08% | No change | 15,231 | $482K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -2.5% | 15,153 | $479K |
| Beck Bode, LLC | 0.08% | Reduce -16.2% | 15,122 | $478K |
| Mission Wealth Management, LP | 0.01% | Reduce -19.1% | 15,116 | $478K |
| Christensen, King & Associates Investment Services, Inc. | 0.20% | Reduce -4.3% | 15,027 | $475K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +50.9% | 14,998 | $474K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -8.9% | 14,793 | $469K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +2.8% | 14,792 | $468K |
| Performance Wealth Partners, LLC | 0.01% | No change | 14,703 | $465K |
| CRA Financial Services, LLC | 0.06% | Add +1.3% | 14,630 | $463K |
| Hillsdale Investment Management Inc. | 0.01% | Add +38.1% | 14,580 | $461K |
| Western Wealth Management, LLC | 0.02% | Reduce -11.7% | 14,557 | $460K |
| FineMark National Bank & Trust | 0.01% | No change | 14,498 | $458K |
| Patten & Patten Inc. | 0.03% | Reduce -22.2% | 14,497 | $458K |
| UMB Bank, n.a. | 0.01% | No change | 14,343 | $454K |
| Cyndeo Wealth Partners, LLC | 0.03% | No change | 14,333 | $453K |
| Tiller Private Wealth, Inc. | 0.16% | Add +8.1% | 14,260 | $451K |
| Klingman & Associates, LLC | 0.02% | No change | 14,217 | $450K |
| Principle Wealth Partners LLC | 0.03% | Reduce -6.5% | 14,177 | $448K |
| Bar Harbor Wealth Management | 0.03% | Add +1.4% | 14,168 | $448K |
| 10Elms LLP | 0.46% | No change | 14,114 | $446K |
| Evolution Wealth Advisors, LLC | 0.06% | No change | 14,064 | $445K |
| Creekmur Asset Management LLC | 0.07% | Add +12.9% | 14,063 | $445K |
| Detalus Advisors, LLC | 0.11% | No change | 14,009 | $443K |
| National Philanthropic Trust | 0.00% | No change | 14,000 | $443K |
| Harbor Investment Advisory, LLC | 0.04% | No change | 13,972 | $442K |
| Boston Research & Management Inc. | 0.10% | Reduce -7.4% | 13,946 | $441K |
| Montag A & Associates Inc. | 0.02% | Reduce -13.9% | 13,943 | $441K |
| Sweeney & Michel, LLC | 0.15% | Reduce -5.6% | 14,142 | $440K |
| John Boyer, Inc. | 0.44% | — | 13,888 | $439K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.65% | New | 13,800 | $436K |
| Raab & Moskowitz Asset Management LLC | 0.10% | Reduce -8.3% | 13,791 | $436K |
| Am Investment Strategies LLC | 0.09% | Add +0.8% | 13,773 | $435K |
| First National Corp. /Ma/ | 0.08% | New | 13,652 | $433K |
| Patton Albertson Miller Group, LLC | 0.05% | New | 13,700 | $433K |
| GPS Wealth Strategies Group, LLC | 0.05% | Add +0.0% | 13,597 | $430K |
| Eclectic Associates Inc. | 0.08% | Add +0.2% | 13,552 | $429K |
| Westshore Wealth, LLC | 0.15% | No change | 13,532 | $428K |
| Petix & Botte Co | 0.10% | Reduce -16.3% | 13,509 | $427K |
| Rialto Wealth Management, LLC | 0.11% | Reduce -2.7% | 13,500 | $427K |
| Objective Capital Management, LLC | 0.44% | Add +3.2% | 13,490 | $427K |
| Instrumental Wealth, LLC | 0.30% | Add +49.2% | 13,597 | $426K |
| Fortitude Family Office, LLC | 0.11% | Add +14.9% | 13,360 | $422K |
| Luminist Capital LLC | 0.37% | Add +1662.7% | 13,308 | $421K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.7% | 13,298 | $420K |
| Glenmede Investment Management, LP | 0.00% | Reduce -0.3% | 13,292 | $420K |
| Measured Wealth Private Client Group, LLC | 0.11% | Add +11.3% | 13,212 | $418K |
| Park Edge Advisors, LLC | 0.10% | Reduce -38.6% | 13,117 | $415K |
| Bokf, NA | 0.01% | No change | 13,114 | $415K |
| Joel Isaacson & Co., LLC | 0.01% | Add +34.4% | 13,099 | $414K |
| Magnolia Capital Advisors LLC | 0.11% | Reduce -3.7% | 13,053 | $413K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -26.9% | 13,025 | $412K |
| Hexagon Capital Partners LLC | 0.08% | Reduce -4.2% | 13,001 | $411K |
| MGB Wealth Management, LLC | 0.12% | No change | 12,978 | $410K |
| LJI Wealth Management, LLC | 0.07% | Reduce -1.0% | 12,970 | $410K |
| Register Financial Advisors LLC | 0.16% | Reduce -1.1% | 12,956 | $410K |
| Jane Street Group, LLC | 0.00% | New | 12,952 | $410K |
| Country Club Bank | 0.02% | Add +1.4% | 12,803 | $407K |
| SkyOak Wealth, LLC | 0.08% | Reduce -1.6% | 12,850 | $406K |
| Balefire, LLC | 0.08% | Reduce -5.3% | 12,781 | $404K |
| Mark Sheptoff Financial Planning, LLC | 0.19% | New | 12,710 | $402K |
| FSC Wealth Advisors, LLC | 0.23% | Add +14.8% | 12,708 | $402K |
| Continuum Advisory, LLC | 0.04% | Reduce -4.8% | 12,653 | $400K |
| Smith, Moore & Co. | 0.03% | Add +0.1% | 12,614 | $399K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -6.9% | 12,555 | $397K |
| TPG Advisors LLC | 0.26% | Add +14.4% | 12,506 | $395K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 12,500 | $395K |
| Beacon Financial Group | 0.04% | Reduce -2.4% | 12,475 | $394K |
| Ranch Capital Advisors Inc. | 0.15% | Reduce -1.8% | 12,447 | $394K |
| TFB Advisors LLC | 0.11% | Reduce -5.4% | 12,529 | $393K |
| United Bank | 0.05% | No change | 12,313 | $389K |
| Quattro Financial Advisors LLC | 0.12% | No change | 12,302 | $389K |
| Foundations Investment Advisors, LLC | 0.01% | Add +1.6% | 12,261 | $388K |
| Patrick M Sweeney & Associates, Inc. | 0.25% | Add +3.7% | 12,222 | $386K |
| Wealth Dimensions Group, Ltd. | 0.08% | Add +0.8% | 12,207 | $386K |
| LBMC Investment Advisors, LLC | 0.02% | Reduce -24.5% | 12,142 | $384K |
| Westfuller Advisors, LLC | 0.17% | Reduce -2.9% | 12,104 | $383K |
| First Nebraska Trust Co | 0.03% | Add +2.2% | 12,014 | $380K |
| CENTRAL TRUST Co | 0.01% | No change | 12,001 | $379K |
| Wulff, Hansen & Co. | 0.33% | Reduce -1.8% | 11,990 | $379K |
| Burney Co./ | 0.01% | Reduce -0.7% | 11,974 | $379K |
| FWG Holdings, LLC | 0.16% | New | 12,008 | $378K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -0.5% | 11,901 | $376K |
| FMR LLC | 0.00% | Reduce -89.1% | 11,888 | $376K |
| Kickstand Ventures, Llc. | 0.08% | No change | 11,857 | $375K |
| TD Capital Management LLC | 0.03% | Add +0.3% | 11,832 | $374K |
| Fulton Bank, N.A. | 0.01% | No change | 11,827 | $374K |
| Easterly Investment Partners LLC | 0.03% | No change | 11,791 | $373K |
| Salem Investment Counselors Inc. | 0.01% | No change | 11,776 | $372K |
| Calamos Wealth Management LLC | 0.01% | Add +5.2% | 11,719 | $371K |
| Lifeworks Advisors, LLC | 0.05% | Reduce -4.0% | 11,610 | $367K |
| Stableford Capital II LLC | 0.13% | Add +11.5% | 11,606 | $367K |
| NWF Advisory Services Inc. | 0.04% | Add +4.3% | 11,545 | $365K |
| Advisors Management Group Inc. | 0.06% | Reduce -9.8% | 11,528 | $365K |
| M&T Bank Corp | 0.00% | Reduce -0.9% | 11,475 | $363K |
| Pallas Capital Advisors LLC | 0.01% | No change | 11,410 | $361K |
| Sowell Financial Services LLC | 0.01% | Reduce -75.8% | 11,229 | $355K |
| Haven Private, LLC | 0.16% | No change | 11,200 | $354K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.4% | 11,103 | $352K |
| Dodds Wealth, LLC | 0.09% | Add +1.6% | 11,122 | $352K |
| Glen Eagle Advisors, LLC | 0.05% | Add +7.6% | 11,094 | $351K |
| Coastwise Capital Group, LLC | 0.25% | Add +4.0% | 11,017 | $348K |
| Norris Financial Group, LLC | 0.13% | Add +10.0% | 11,000 | $348K |
| Afg Fiduciary Services Limited Partnership | 0.20% | Reduce -0.2% | 10,947 | $347K |
| Northcape Wealth Management, LLC | 0.10% | Reduce -12.1% | 10,919 | $345K |
| Annex Advisory Services, LLC | 0.01% | Reduce -35.2% | 10,885 | $344K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 10,841 | $343K |
| JPMorgan Chase & Co. | 0.00% | Reduce -10.0% | 10,789 | $341K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +0.9% | 10,783 | $341K |
| City Center Advisors, LLC | 0.33% | Reduce -14.7% | 10,736 | $339K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | New | 10,722 | $339K |
| Fiduciary Trust Co | 0.00% | No change | 10,654 | $337K |
| Titleist Asset Management, LLC | 0.03% | Reduce -4.8% | 10,580 | $335K |
| Capital Advisory Group Advisory Services, LLC | 0.10% | Reduce -0.3% | 10,561 | $334K |
| Cunning Capital Partners, LP | 0.15% | Add +31.3% | 10,500 | $332K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 10,465 | $331K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -5.6% | 10,379 | $328K |
| Chemistry Wealth Management LLC | 0.06% | No change | 10,365 | $328K |
| Associated Banc-Corp | 0.01% | No change | 10,357 | $327K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +2.0% | 10,362 | $327K |
| Avaii Wealth Management, LLC | 0.12% | New | 10,280 | $325K |
| Inspire Advisors, LLC | 0.03% | Reduce -15.5% | 10,246 | $324K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 10,240 | $324K |
| Valeo Financial Advisors, LLC | 0.01% | Add +1.8% | 10,233 | $324K |
| Journey Advisory Group, LLC | 0.02% | No change | 10,225 | $323K |
| Compound Planning, Inc. | 0.01% | New | 10,187 | $322K |
| Kiley Juergens Wealth Management, LLC | 0.07% | New | 10,137 | $321K |
| Ironwood Financial, llc | 0.06% | Add +14.6% | 10,074 | $319K |
| ProVise Management Group, LLC | 0.02% | Reduce -3.8% | 10,054 | $318K |
| Sfmg, LLC | 0.02% | Add +0.9% | 10,036 | $317K |
| Merrion Investment Management Co, LLC | 0.18% | No change | 10,000 | $316K |
| Coyle Financial Counsel LLC | 0.07% | New | 10,000 | $316K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 10,000 | $316K |
| KFG Wealth Management, LLC | 0.05% | Reduce -12.9% | 9,995 | $316K |
| Traub Capital Management LLC | 0.31% | Reduce -1.0% | 9,984 | $316K |
| Financial Management Professionals, Inc. | 0.03% | Add +0.7% | 9,984 | $316K |
| GAMMA Investing LLC | 0.02% | Reduce -80.2% | 9,965 | $315K |
| Wealth Effects LLC | 0.10% | Add +13.6% | 9,928 | $314K |
| Camarda Financial Advisors, LLC | 0.12% | Add +9.2% | 9,887 | $313K |
| Cypress Capital Group | 0.04% | Reduce -4.6% | 9,864 | $312K |
| Betterment LLC | 0.00% | New | 9,763 | $309K |
| TCI Wealth Advisors, Inc. | 0.02% | Reduce -37.2% | 9,769 | $309K |
| Hancock Whitney Corp. | 0.01% | New | 9,714 | $307K |
| Zacks Investment Management | 0.00% | Add +32.8% | 9,706 | $307K |
| Ancora Advisors LLC | 0.01% | Add +48.5% | 9,683 | $306K |
| Columbia Advisory Partners LLC | 0.21% | Add +10.9% | 9,644 | $305K |
| Group One Trading LLC | 0.01% | Reduce -20.9% | 9,590 | $303K |
| Seelaus Asset Management LLC | 0.24% | Add +8.5% | 9,478 | $300K |
| Sound Income Strategies, LLC | 0.02% | Reduce -16.9% | 9,511 | $299K |
| Bank & Trust Co | 0.22% | No change | 9,374 | $296K |
| GenWealth Group, Inc. | 0.06% | No change | 9,342 | $295K |
| Symmetry Partners, LLC | 0.03% | Reduce -0.0% | 9,224 | $292K |
| Interactive Financial Advisors, Inc. | 0.16% | Reduce -2.6% | 9,220 | $292K |
| Insight Wealth Partners, LLC | 0.13% | Add +23.5% | 9,187 | $290K |
| Weaver Consulting Group | 0.07% | No change | 9,184 | $290K |
| Americana Partners, LLC | 0.01% | Reduce -4.9% | 9,154 | $289K |
| Balboa Wealth Partners | 0.05% | Add +4.5% | 9,146 | $289K |
| Investmark Advisory Group LLC | 0.13% | Reduce -8.1% | 9,114 | $288K |
| Proathlete Wealth Management LLC | 0.08% | No change | 9,110 | $288K |
| E&G Advisors, LLC | 0.07% | Reduce -1.1% | 9,084 | $287K |
| Fort Sheridan Advisors LLC | 0.04% | Reduce -29.8% | 9,064 | $287K |
| MKT Advisors LLC | 0.11% | No change | 9,000 | $286K |
| Flagstar Securities, Inc. | 0.09% | Reduce -20.3% | 9,004 | $285K |
| Apollon Financial, LLC | 0.05% | Reduce -29.4% | 9,000 | $285K |
| Quantum Financial Advisors, LLC | 0.03% | No change | 8,997 | $284K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -2.0% | 8,996 | $284K |
| Smithfield Trust Co | 0.01% | Add +3.6% | 8,889 | $284K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -4.4% | 8,978 | $284K |
| Norden Group LLC | 0.03% | Add +17.2% | 8,839 | $279K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -48.7% | 8,835 | $279K |
| Leigh Baldwin & Co., LLC | 0.16% | Add +0.6% | 8,793 | $278K |
| CWA Asset Management Group, LLC | 0.01% | Add +0.8% | 8,793 | $278K |
| Crescent Grove Advisors, LLC | 0.03% | Add +16.8% | 8,790 | $278K |
| Quantinno Capital Management LP | 0.00% | Add +0.3% | 8,766 | $277K |
| CFO4Life Group, LLC | 0.04% | Add +0.7% | 8,709 | $275K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 8,706 | $275K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.7% | 8,663 | $274K |
| Finer Wealth Management, Inc. | 0.14% | Reduce -8.6% | 8,620 | $273K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 8,609 | $272K |
| Flputnam Investment Management Co. | 0.00% | Reduce -34.8% | 8,570 | $271K |
| Operose Advisors LLC | 0.07% | Add +1.6% | 8,445 | $267K |
| Ingalls & Snyder LLC | 0.01% | No change | 8,400 | $266K |
| Moseley Investment Management Inc. | 0.08% | Add +5.5% | 8,363 | $264K |
| Wilson & Boucher Capital Management, LLC | 0.17% | Reduce -4.6% | 8,300 | $262K |
| Steinberganna Wealth Management | 0.12% | — | 8,294 | $262K |
| Greenwich Wealth Management LLC | 0.01% | Add +0.3% | 8,276 | $262K |
| AdvisorNet Financial, Inc | 0.01% | Add +13.4% | 8,278 | $262K |
| Guardian Wealth Advisors, LLC | 0.15% | Reduce -85.6% | 8,230 | $260K |
| Lazari Capital Management, Inc. | 0.09% | No change | 8,217 | $260K |
| Apella Capital, LLC | 0.01% | Reduce -0.2% | 8,278 | $259K |
| First Financial Bank - Trust Division | 0.02% | Add +0.5% | 8,106 | $256K |
| Cherry Tree Wealth Management, LLC | 0.06% | Reduce -32.5% | 8,031 | $254K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,000 | $253K |
| McDonald Partners LLC | 0.07% | No change | 7,935 | $251K |
| Summit Trail Advisors, LLC | 0.00% | No change | 7,900 | $250K |
| Websterrogers Financial Advisors, LLC | 0.07% | Add +7.5% | 7,829 | $248K |
| Bensler, LLC | 0.03% | Reduce -16.6% | 7,818 | $247K |
| Winthrop Advisory Group LLC | 0.02% | No change | 7,795 | $246K |
| Bell Bank | 0.01% | Reduce -21.0% | 7,697 | $243K |
| Wellington Shields & Co., LLC | 0.06% | Add +18.4% | 7,675 | $243K |
| Occidental Asset Management, LLC | 0.03% | New | 7,663 | $242K |
| New Insight Wealth Advisors | 0.09% | Reduce -12.8% | 7,645 | $242K |
| Wealth Management Associates, Inc. | 0.09% | New | 7,643 | $242K |
| Midwest Financial Group LLC | 0.12% | Reduce -20.0% | 7,640 | $242K |
| Optimum Investment Advisors | 0.10% | No change | 7,600 | $240K |
| VestGen Advisors, LLC | 0.01% | New | 7,600 | $240K |
| C2C Wealth Management, LLC | 0.21% | No change | 7,593 | $240K |
| First Horizon Corp. | 0.01% | — | 7,582 | $240K |
| Powers Advisory Group, LLC | 0.10% | Reduce -19.3% | 7,541 | $238K |
| Clare Market Investments LLC | 0.05% | Reduce -6.1% | 7,490 | $237K |
| Cumberland Partners Ltd | 0.02% | Add +6.5% | 7,490 | $237K |
| 17 Capital Partners, LLC | 0.13% | Add +10.6% | 7,487 | $237K |
| Axis Wealth Partners, LLC | 0.14% | Add +1.7% | 7,476 | $236K |
| Austin Wealth Management, LLC | 0.04% | New | 7,474 | $235K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | Add +0.9% | 7,398 | $235K |
| Bison Wealth, LLC | 0.02% | Reduce -19.9% | 7,569 | $235K |
| Auour Investments LLC | 0.08% | New | 7,423 | $235K |
| Olde Wealth Management, LLC | 0.07% | — | 7,507 | $234K |
| Wealthstar Advisors, LLC | 0.09% | Add +1.0% | 7,374 | $233K |
| Cohen & Steers, Inc. | 0.00% | Reduce -95.3% | 7,376 | $233K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 7,319 | $231K |
| BNP Paribas Financial Markets | 0.00% | Add +35.3% | 7,285 | $230K |
| HF Advisory Group, LLC | 0.08% | Add +0.8% | 7,243 | $229K |
| GFS Advisors, LLC | 0.03% | New | 7,200 | $228K |
| Key Financial Inc | 0.04% | Reduce -1.4% | 7,141 | $227K |
| AlphaCore Capital LLC | 0.01% | Reduce -81.1% | 7,164 | $227K |
| Brown Advisory Inc. | 0.00% | Reduce -50.5% | 7,136 | $226K |
| Tran Capital Management, L.P. | 0.03% | No change | 7,115 | $225K |
| Pines Wealth Management, LLC | 0.08% | No change | 7,110 | $225K |
| Barrett & Company, Inc. | 0.08% | Reduce -11.0% | 7,100 | $224K |
| Triumph Capital Management | 0.06% | Reduce -2.7% | 7,052 | $223K |
| Sanders Morris Harris LLC | 0.03% | No change | 7,017 | $222K |
| OneAscent Financial Services LLC | 0.01% | Reduce -7.4% | 6,991 | $221K |
| Archer Investment Corp | 0.05% | Add +0.0% | 6,919 | $219K |
| Silverleafe Capital Partners, LLC | 0.07% | New | 6,875 | $217K |
| Stonegate Investment Group, LLC | 0.01% | No change | 6,874 | $217K |
| Oxbow Advisors, LLC | 0.02% | No change | 6,855 | $217K |
| Mokosak Advisory Group, LLC | 0.06% | Add +1.6% | 6,825 | $216K |
| Flywheel Private Wealth LLC | 0.17% | Reduce -0.5% | 6,820 | $216K |
| Tocqueville Asset Management L.P. | 0.00% | Add +3.0% | 6,785 | $215K |
| RMR Wealth Builders | 0.02% | Add +1.0% | 6,776 | $214K |
| Safeguard Investment Advisory Group, LLC | 0.05% | Add +0.1% | 6,765 | $214K |
| Sandbox Financial Partners, LLC | 0.06% | New | 6,764 | $214K |
| Colonial Trust Co / SC | 0.03% | No change | 6,763 | $214K |
| Naples Global Advisors, LLC | 0.02% | New | 6,695 | $212K |
| Millennium Capital Advisors, LLC | 0.13% | Reduce -1.5% | 6,632 | $210K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -4.4% | 6,555 | $208K |
| Ssa Swiss Advisors AG | 0.10% | New | 6,506 | $206K |
| Carl P. Sherr & Co., LLC | 0.10% | New | 6,485 | $205K |
| Latitude Advisors, LLC | 0.09% | New | 6,446 | $204K |
| Channel Wealth LLC | 0.05% | New | 6,394 | $202K |
| Warner Financial, Inc. | 0.08% | New | 6,375 | $202K |
| Cornerstone Wealth Management, LLC | 0.01% | New | 6,383 | $202K |
| Sterneck Capital Management, LLC | 0.09% | New | 6,360 | $201K |
| Old North State Trust, LLC | 0.12% | New | 6,357 | $201K |
| Johnson Financial Group, Inc. | 0.01% | Add +14.4% | 6,355 | $201K |
| Westover Capital Advisors, LLC | 0.04% | Reduce -8.1% | 6,323 | $200K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 6,200 | $196K |
| WealthShield Partners, LLC | 0.02% | Reduce -20.4% | 6,095 | $193K |
| New England Asset Management Inc. | 0.03% | No change | 6,000 | $190K |
| Wellington Shields Capital Management, LLC | 0.03% | Add +44.9% | 5,938 | $188K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 5,436 | $172K |
| Cornerstone Planning Group LLC | 0.03% | Add +68.7% | 5,234 | $164K |
| American Wealth Advisors, LLC | 0.16% | — | 5,098 | $161K |
| MRP Capital Investments, LLC | 0.13% | Reduce -20.0% | 5,014 | $154K |
| LGT Financial Advisors LLC | 0.32% | New | 4,653 | $147K |
| MCF Advisors LLC | 0.01% | Reduce -14.4% | 4,648 | $147K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 4,627 | $146K |
| Cove Street Capital, LLC | 0.19% | Add +28.6% | 4,500 | $142K |
| Nvwm, LLC | 0.03% | Reduce -12.3% | 4,491 | $142K |
| Founders Financial Alliance, LLC | 0.03% | Add +81.3% | 4,369 | $138K |
| Medallion Wealth Advisors, LLC | 0.05% | Add +10.1% | 4,118 | $130K |
| BTG Pactual Asset Management US LLC | 0.02% | Add +56.9% | 4,223 | $130K |
| Webster Bank, N. A. | 0.01% | Reduce -34.2% | 3,852 | $122K |
| Clearstead Advisors, LLC | 0.00% | Reduce -10.5% | 3,193 | $101K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +1.5% | 3,063 | $97K |
| Providence Capital Advisors, LLC | 0.02% | No change | 3,045 | $96K |
| BankPlus Trust Department | 0.03% | No change | 3,000 | $95K |
| Signaturefd, LLC | 0.00% | Add +494.4% | 2,972 | $94K |
| Albion Financial Group | 0.01% | Reduce -0.6% | 2,950 | $93K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 2,866 | $91K |
| Activest Wealth Management | 0.02% | No change | 2,849 | $90K |
| Topsail Wealth Management, LLC | 0.01% | No change | 2,750 | $87K |
| WFA of San Diego, LLC | 0.06% | No change | 2,706 | $86K |
| Robbins Farley | 0.03% | Add +268.8% | 2,604 | $82K |
| Pacifica Partners Inc. | 0.03% | Add +0.3% | 2,523 | $80K |
| Pandora Wealth, Inc. | 0.05% | No change | 2,500 | $79K |
| Resources Management Corp. /CT/ | 0.01% | Reduce -3.5% | 2,510 | $79K |
| Creative Financial Designs Inc. | 0.01% | Reduce -86.9% | 2,471 | $78K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,458 | $78K |
| Murphy & Mullick Capital Management Corp | 0.05% | No change | 2,256 | $71K |
| Rossmore Private Capital | 0.01% | New | 2,250 | $71K |
| Eastern Bank | 0.00% | No change | 2,150 | $68K |
| Tsfg, LLC | 0.01% | Add +0.2% | 2,096 | $66K |
| CVA Family Office, LLC | 0.01% | No change | 2,013 | $64K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 2,012 | $64K |
| Pflug Koory, LLC | 0.03% | Add +0.8% | 1,906 | $60K |
| N.E.W. Advisory Services LLC | 0.01% | No change | 1,902 | $60K |
| Larson Financial Group LLC | 0.00% | Reduce -10.5% | 1,761 | $56K |
| 2UniFi Bank | 0.03% | Add +15.7% | 1,747 | $55K |
| Rossby Financial, LCC | 0.02% | No change | 1,537 | $49K |
| Templeton & Phillips Capital Management, LLC | 0.03% | No change | 1,530 | $48K |
| Rakuten Securities, Inc. | 0.02% | Reduce -67.5% | 1,509 | $48K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,500 | $47K |
| JDM Financial Group LLC | 0.02% | No change | 1,405 | $44K |
| 1620 Investment Advisors, Inc. | 0.03% | New | 1,400 | $44K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +180.0% | 1,400 | $44K |
| Elevation Wealth Partners, LLC | 0.02% | Reduce -12.3% | 1,360 | $43K |
| Avion Wealth | 0.01% | No change | 1,385 | $43K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.4% | 1,347 | $43K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 41,980 | $42K |
| EPG Wealth Management LLC | 0.01% | Add +210.4% | 1,223 | $39K |
| Texas Capital Bancshares Inc | 0.01% | New | 1,195 | $38K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -31.6% | 1,169 | $37K |
| Sachetta, LLC | 0.01% | No change | 1,150 | $36K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,143 | $36K |
| Compass Financial Services Inc | 0.02% | Add +1.6% | 1,137 | $36K |
| TFC Financial Management, Inc. | 0.00% | New | 1,100 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,050 | $33K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -57.0% | 1,046 | $33K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -4.6% | 1,035 | $33K |
| Princeton Global Asset Management LLC | 0.01% | No change | 1,025 | $32K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +10.9% | 1,019 | $32K |
| Islay Capital Management, LLC | 0.02% | No change | 1,000 | $32K |
| Cornerstone National Bank & Trust Co | 0.01% | No change | 1,000 | $32K |
| Citizens National Bank Trust Department | 0.01% | No change | 1,000 | $32K |
| Financial Consulate, Inc. | 0.00% | New | 1,000 | $32K |
| Country Trust Bank | 0.00% | Reduce -99.8% | 1,000 | $32K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 980 | $31K |
| Salomon & Ludwin, LLC | 0.00% | No change | 969 | $31K |
| McIlrath & Eck, LLC | 0.00% | No change | 970 | $31K |
| Howe & Rusling Inc. | 0.00% | Reduce -9.1% | 959 | $30K |
| Corsicana & Co. | 0.02% | — | 920 | $29K |
| Front Row Advisors LLC | 0.01% | Reduce -8.0% | 919 | $29K |
| Godsey & Gibb, Inc. | 0.00% | No change | 875 | $28K |
| Kilter Group LLC | 0.01% | No change | 810 | $26K |
| SYM FINANCIAL Corp | 0.00% | New | 789 | $25K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.6% | 748 | $24K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 745 | $24K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 700 | $22K |
| HM Payson & Co. | 0.00% | No change | 700 | $22K |
| United Community Bank | 0.01% | Reduce -97.2% | 694 | $22K |
| CGC Financial Services, LLC | 0.01% | New | 694 | $22K |
| LFA - Lugano Financial Advisors SA | 0.01% | No change | 641 | $20K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 630 | $20K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -75.2% | 621 | $20K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $19K |
| Capital Analysts, LLC | 0.00% | No change | 594 | $19K |
| CoreFirst Bank & Trust | 0.01% | No change | 600 | $19K |
| Wolff Wiese Magana LLC | 0.01% | Add +432.1% | 596 | $19K |
| New England Capital Financial Advisors LLC | 0.01% | Add +1.0% | 592 | $19K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 552 | $17K |
| Atwood & Palmer Inc. | 0.00% | No change | 540 | $17K |
| Coastline Trust Co | 0.00% | Add +320.0% | 525 | $17K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $16K |
| First PREMIER Bank | 0.00% | No change | 510 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 500 | $16K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $16K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -39.1% | 491 | $16K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 469 | $15K |
| POM Investment Strategies, LLC | 0.01% | New | 432 | $14K |
| Byrne Asset Management LLC | 0.01% | Reduce -10.5% | 425 | $13K |
| Alerus Financial NA | 0.00% | Reduce -5.6% | 425 | $13K |
| Strategic Advocates LLC | 0.00% | New | 400 | $13K |
| Winch Advisory Services, LLC | 0.00% | Add +1.4% | 370 | $12K |
| ESL Trust Services, LLC | 0.00% | New | 350 | $11K |
| Ashton Thomas Securities, LLC | 0.00% | New | 350 | $11K |
| Stance Capital LLC | 0.00% | New | 349 | $11K |
| Kiker Wealth Management, LLC | 0.01% | New | 326 | $10K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 300 | $9K |
| Grove Bank & Trust | 0.00% | Reduce -62.5% | 300 | $9K |
| Caitlin John, LLC | 0.01% | New | 267 | $8K |
| 1248 Management, LLC | 0.00% | No change | 265 | $8K |
| Concord Wealth Partners | 0.00% | Add +1.6% | 261 | $8K |
| Syntax Research, Inc. | 0.01% | No change | 255 | $8K |
| Friedenthal Financial | 0.00% | No change | 216 | $7K |
| Bellevue Asset Management, LLC | 0.00% | No change | 200 | $6K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 200 | $6K |
| Angeles Investment Advisors, LLC | 0.00% | Reduce -50.0% | 200 | $6K |
| Root Financial Partners, LLC | 0.00% | New | 179 | $6K |
| Chilton Capital Management LLC | 0.00% | No change | 170 | $5K |
| Park Square Financial Group, LLC | 0.02% | New | 158 | $5K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 154 | $5K |
| Financial Freedom, LLC | 0.00% | New | 152 | $5K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 150 | $5K |
| LRI Investments, LLC | 0.00% | No change | 150 | $5K |
| Quadrant Capital Group LLC | 0.00% | New | 150 | $5K |
| Piscataqua Savings Bank | 0.00% | No change | 134 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 129 | $4K |
| NFSG Corp | 0.00% | No change | 125 | $4K |
| Bfsg, LLC | 0.00% | No change | 100 | $3K |
| Bank of New Hampshire | 0.00% | No change | 86 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 64 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 60 | $2K |
| PayPay Securities Corp | 0.06% | Reduce -5.4% | 53 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 48 | $2K |
| Phillips Financial Management, LLC | 0.00% | Reduce -83.4% | 41 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | — | 41 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -91.3% | 38 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.7% | 38 | $1K |
| New Millennium Group LLC | 0.00% | No change | 35 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 31 | $991 |
| Global Wealth Strategies & Associates | 0.00% | No change | 24 | $759 |
| Costello Asset Management, INC | 0.00% | No change | 23 | $727 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $380 |
| Davis Capital Management | 0.00% | — | 10 | $322 |
| Smartleaf Asset Management LLC | 0.00% | New | 8 | $254 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $63 |
| PMV Capital Advisers, LLC | 0.00% | New | 1 | $32 |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.