iShares Preferred & Income SPFFETF
13F holders, Q1 2026 (March 31)976holders −35
62new positions
91sold out
1famous investor
$30.31avg. 13F price*
At the end of Q1 2026, 976 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, down 35 from Q4 2025. 62 opened new positions and 91 sold out. The largest holders were Bank of America Corp. ($689.7M), Morgan Stanley ($455.5M) and Wells Fargo & Company ($287.3M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $34.7M |
| Exits | 91 | $161.7M |
All 13F filers, Q4 2025 → Q1 2026: 7,011,206 shares bought and 15,164,075 shares sold, net −8,152,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 976 holders
| Bank of America Corp. | 0.05% | Add +0.4% | 22,748,180 | $689.7M |
| Morgan Stanley | 0.03% | Reduce -5.0% | 15,022,935 | $455.5M |
| Wells Fargo & Company | 0.06% | Reduce -0.2% | 9,476,370 | $287.3M |
| LPL Financial LLC | 0.06% | Reduce -1.9% | 7,711,936 | $233.8M |
| UBS Group AG | 0.03% | Add +1.0% | 6,095,089 | $184.8M |
| Royal Bank of Canada | 0.02% | Add +3.6% | 4,250,829 | $128.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.2% | 4,203,450 | $127.4M |
| Mariner, LLC | 0.12% | Reduce -9.8% | 3,425,136 | $103.8M |
| First Interstate Bank | 4.94% | Reduce -0.3% | 2,899,087 | $87.9M |
| BlackRock, Inc. | 0.00% | Add +13.9% | 2,766,735 | $83.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +3.0% | 2,203,190 | $66.8M |
| Raymond James Financial Inc. | 0.02% | Reduce -33.2% | 2,158,308 | $65.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.86% | Add +2.7% | 1,945,954 | $59.0M |
| Truist Financial Corp. | 0.07% | Reduce -5.9% | 1,714,585 | $52.0M |
| Steward Partners Investment Advisory, LLC | 0.26% | Add +1.8% | 1,675,635 | $50.8M |
| US Bancorp \de | 0.06% | Reduce -11.0% | 1,567,996 | $47.5M |
| Cetera Investment Advisers | 0.05% | Reduce -12.7% | 1,544,205 | $46.8M |
| Fifth Third Bancorp | 0.08% | Add +23.6% | 1,520,559 | $46.1M |
| Rockefeller Capital Management L.P. | 0.08% | Add +10.0% | 1,451,189 | $44.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.5% | 1,401,664 | $42.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.80% | Add +12.9% | 1,299,624 | $39.4M |
| Greenleaf Trust | 0.37% | Add +3.5% | 1,250,261 | $37.9M |
| Osaic Holdings, Inc. | 0.05% | Reduce -5.2% | 1,190,803 | $36.1M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -12.3% | 1,150,748 | $34.9M |
| Baird Financial Group, Inc. | 0.05% | Add +3.0% | 1,088,817 | $33.0M |
| GDS Wealth Management | 1.92% | Add +11.2% | 1,055,067 | $32.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -0.2% | 1,042,474 | $31.6M |
| Stifel Financial Corp. | 0.03% | Add +20.4% | 1,014,821 | $30.8M |
| MAI Capital Management | 0.17% | Add +5.8% | 981,595 | $29.8M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.90% | Reduce -2.2% | 955,500 | $29.0M |
| Cerity Partners LLC | 0.04% | Add +14.5% | 886,124 | $26.9M |
| Jaffetilchin Investment Partners, LLC | 1.54% | Add +12.0% | 855,355 | $25.9M |
| Commerce Bank | 0.12% | Add +3.1% | 844,875 | $25.6M |
| Dakota Wealth Management | 0.55% | Reduce -10.9% | 833,086 | $25.3M |
| Hennion & Walsh Asset Management, Inc. | 0.84% | Add +4.1% | 821,917 | $24.9M |
| HighTower Advisors, LLC | 0.03% | Add +6.1% | 815,849 | $24.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -17.8% | 850,228 | $24.7M |
| HRT Financial LP | 0.05% | Add +99.7% | 711,524 | $21.6M |
| Bard Associates Inc. | 5.27% | Reduce -0.3% | 691,884 | $21.0M |
| Pure Financial Advisors, LLC | 0.30% | Add +5.4% | 679,894 | $20.6M |
| Summit Financial Wealth Advisors, LLC | 2.91% | Reduce -3.5% | 676,190 | $20.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +13.2% | 635,437 | $19.3M |
| Northside Capital Management, LLC | 1.68% | Add +0.6% | 632,669 | $19.2M |
| Citigroup Inc. | 0.01% | Add +10.8% | 631,888 | $19.2M |
| Keybank National Association | 0.07% | Reduce -4.7% | 613,352 | $18.6M |
| SeaBridge Investment Advisors LLC | 3.06% | Add +15.1% | 595,897 | $18.1M |
| Welch & Forbes LLC | 0.23% | Reduce -1.6% | 584,741 | $17.7M |
| Deutsche Bank AG | 0.01% | Reduce -1.4% | 584,595 | $17.7M |
| Susquehanna International Group, LLP | 0.02% | Reduce -9.9% | 558,773 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -0.6% | 536,356 | $16.3M |
| Sanctuary Advisors, LLC | 0.08% | Add +30.2% | 514,757 | $15.6M |
| SWAN Capital LLC | 5.62% | Add +23.3% | 504,455 | $15.3M |
| MML Investors Services, LLC | 0.04% | Reduce -12.0% | 496,990 | $15.1M |
| Stephens Inc. | 0.19% | Reduce -3.9% | 493,472 | $15.0M |
| &partners | 0.07% | Add +4.7% | 492,031 | $15.0M |
| Stratos Wealth Partners, LTD. | 0.17% | Reduce -24.1% | 485,447 | $14.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Reduce -4.5% | 483,085 | $14.6M |
| Cordoba Advisory Partners LLC | 4.02% | Reduce -15.2% | 479,626 | $14.5M |
| Ballast, Inc. | 3.00% | Add +3.1% | 428,201 | $13.0M |
| Robertson Stephens Wealth Management, LLC | 0.36% | Reduce -4.2% | 426,435 | $12.9M |
| NewEdge Advisors, LLC | 0.05% | Add +3.8% | 425,934 | $12.9M |
| SBI Securities Co., Ltd. | 0.35% | Reduce -0.6% | 423,491 | $12.8M |
| Fulton Breakefield Broenniman LLC | 0.81% | Add +0.3% | 409,668 | $12.4M |
| First Citizens Bank & Trust Co. | 0.26% | Add +2.9% | 401,374 | $12.2M |
| Conning Inc. | 0.41% | No change | 390,500 | $11.8M |
| Jones Financial Companies LLLP | 0.01% | Reduce -12.5% | 385,564 | $11.6M |
| Captrust Financial Advisors | 0.02% | Add +33.5% | 382,913 | $11.6M |
| Oak Harvest Investment Services | 1.17% | Add +8.1% | 370,881 | $11.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -11.2% | 364,904 | $11.1M |
| Focus Partners Wealth | 0.01% | Reduce -1.8% | 350,499 | $10.6M |
| Collective Family Office LLC | 2.36% | Add +4.7% | 345,299 | $10.5M |
| Stablepoint Partners, LLC | 1.53% | Add +26.5% | 339,843 | $10.3M |
| Florida Trust Wealth Management Co | 0.29% | Reduce -3.7% | 337,623 | $10.2M |
| Bank of Montreal | 0.00% | Add +4.6% | 309,493 | $9.4M |
| Mountain Hill Investment Partners Corp. | 5.45% | Add +2.8% | 303,633 | $9.2M |
| Pinnacle Financial Partners, Inc. | 0.07% | Add +1.4% | 301,206 | $9.1M |
| AMG National Trust Bank | 0.20% | Reduce -0.2% | 299,020 | $9.1M |
| DAVENPORT & Co LLC | 0.05% | Add +9.9% | 286,598 | $8.7M |
| Angeles Wealth Management, LLC | 0.47% | Add +8.8% | 285,545 | $8.7M |
| Corient Private Wealth LP | 0.01% | Reduce -18.4% | 276,559 | $8.3M |
| Parkside Investments, LLC | 1.00% | Reduce -41.6% | 271,161 | $8.2M |
| Freedom Day Solutions, LLC | 2.18% | Add +5.8% | 268,351 | $8.1M |
| Prospera Financial Services Inc | 0.13% | Add +9.6% | 266,024 | $8.1M |
| Peapack Gladstone Financial Corp. | 0.10% | Reduce -4.0% | 250,629 | $7.6M |
| Mesirow Financial Investment Management, Inc. | 0.12% | Add +48.4% | 243,711 | $7.4M |
| Capital Square, LLC | 3.39% | Add +695.3% | 233,580 | $7.4M |
| Regal Investment Advisors LLC | 0.42% | Add +3.8% | 240,717 | $7.3M |
| Private Advisor Group, LLC | 0.03% | Add +6.2% | 236,520 | $7.2M |
| Centiva Capital, LP | 0.33% | New | 232,700 | $7.1M |
| D.A. Davidson & Co. | 0.04% | Add +2.3% | 232,378 | $7.0M |
| Lido Advisors, LLC | 0.03% | Add +21.9% | 231,987 | $7.0M |
| Insight Wealth Strategies, LLC | 0.76% | Reduce -60.8% | 225,271 | $6.8M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -0.3% | 218,889 | $6.6M |
| Strategic Wealth Investment Group, LLC | 0.84% | Add +0.7% | 217,935 | $6.6M |
| Cim, LLC | 0.92% | Add +0.1% | 209,989 | $6.4M |
| MassMutual Private Wealth & Trust, FSB | 0.17% | Add +2.8% | 208,496 | $6.3M |
| Cornerstone Financial Group, LLC | 4.06% | Add +4.9% | 201,189 | $6.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.20% | Reduce -9.9% | 203,233 | $6.2M |
| RPg Family Wealth Advisory, LLC | 1.29% | Add +13.7% | 203,165 | $6.2M |
| Risk Paradigm Group, LLC | 5.25% | Add +8.4% | 203,102 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +23.0% | 200,326 | $6.1M |
| Assetmark, Inc. | 0.01% | Add +7.9% | 198,332 | $6.0M |
| Blue Fin Capital, Inc. | 0.98% | Add +7.2% | 196,083 | $5.9M |
| Fortress Financial Solutions, LLC | 6.12% | Add +4.3% | 193,089 | $5.9M |
| Zacks Investment Management | 0.05% | Reduce -70.9% | 192,692 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +9.7% | 192,470 | $5.8M |
| Independent Financial Group, LLC | 0.13% | Add +2.2% | 191,640 | $5.8M |
| Kentucky Trust Co | 3.03% | Add +0.2% | 190,380 | $5.8M |
| Paulson Wealth Management Inc. | 1.35% | Add +8.7% | 190,070 | $5.8M |
| Knightsbridge Asset Management, LLC | 0.78% | Add +9.1% | 189,156 | $5.7M |
| Tanager Wealth Management LLP | 0.55% | Reduce -9.7% | 186,725 | $5.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.6% | 182,404 | $5.6M |
| Alexander Labrunerie & Co., Inc. | 2.12% | Reduce -0.2% | 185,560 | $5.6M |
| Beacon Harbor Wealth Advisors, Inc. | 1.18% | Add +9.5% | 185,133 | $5.6M |
| Arch Global Advisors, LLC | 2.86% | — | 180,811 | $5.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +1093.3% | 179,158 | $5.4M |
| Quest Investment Management LLC | 0.63% | No change | 177,000 | $5.4M |
| Investors Research Corp | 1.01% | Add +8.1% | 174,498 | $5.3M |
| Brookstone Capital Management | 0.06% | Add +0.3% | 174,407 | $5.3M |
| Creative Planning | 0.00% | Add +15.5% | 172,498 | $5.2M |
| Exencial Wealth Advisors, LLC | 0.16% | Add +0.7% | 170,540 | $5.2M |
| BOS Asset Management, LLC | 1.30% | Reduce -0.5% | 166,753 | $5.1M |
| Centaurus Financial, Inc. | 0.24% | Add +4.9% | 163,809 | $5.0M |
| Oppenheimer & Co. Inc. | 0.06% | Reduce -8.3% | 151,890 | $4.6M |
| Financial Advisory Partners, LLC | 1.28% | Reduce -3.7% | 149,476 | $4.5M |
| Farrow Financial, Inc. | 2.56% | New | 148,525 | $4.5M |
| Apella Capital, LLC | 0.07% | Reduce -2.4% | 141,859 | $4.5M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -10.0% | 146,049 | $4.4M |
| Cypress Wealth Services, LLC | 0.60% | Reduce -1.2% | 141,280 | $4.3M |
| Waverly Advisors, LLC | 0.03% | Add +0.1% | 140,355 | $4.3M |
| Nicolet Bankshares Inc. | 0.15% | New | 138,372 | $4.2M |
| Cambria Investment Management, L.P. | 0.23% | Add +2.9% | 138,320 | $4.2M |
| Bank of Stockton | 1.29% | Reduce -3.7% | 138,134 | $4.2M |
| Equitable Holdings, Inc. | 0.03% | Add +13.1% | 135,278 | $4.2M |
| XML Financial, LLC | 0.34% | Add +5.5% | 137,260 | $4.2M |
| White Pine Capital LLC | 1.12% | Reduce -8.1% | 135,871 | $4.1M |
| Glaxis Capital Management, LLC | 5.13% | Reduce -33.5% | 135,300 | $4.1M |
| Brindle & Bay Financial Advisors, LLC | 2.51% | Add +23.8% | 135,117 | $4.1M |
| Perennial Advisors, LLC | 0.70% | Add +3.0% | 133,627 | $4.1M |
| Bessemer Group Inc. | 0.01% | Add +32.1% | 132,563 | $4.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +65.4% | 132,081 | $4.0M |
| Eagle Harbor Asset Management Inc. | 3.39% | Add +5.7% | 130,905 | $4.0M |
| Jackson, Grant Investment Advisers, Inc. | 1.32% | Reduce -1.0% | 130,525 | $4.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -41.3% | 127,830 | $3.9M |
| Sagace Wealth Management LLC | 2.62% | Reduce -11.8% | 127,339 | $3.9M |
| Wedbush Securities Inc. | 0.11% | Add +2.5% | 123,013 | $3.7M |
| Davidson Investment Advisors | 0.16% | Add +6.7% | 121,591 | $3.7M |
| Curbstone Financial Management Corp | 0.69% | Add +0.3% | 119,793 | $3.6M |
| CIBC Bancorp USA Inc. | 0.00% | — | 120,375 | $3.6M |
| Invictus Private Wealth, LLC | 0.22% | Reduce -0.6% | 118,455 | $3.6M |
| First American Trust, FSB | 0.24% | Add +1.7% | 118,360 | $3.6M |
| Integrated Advisors Network LLC | 0.19% | Add +57.2% | 117,464 | $3.6M |
| Community Bank, N.A. | 0.41% | Reduce -4.5% | 113,732 | $3.4M |
| D L Carlson Investment Group Inc. | 0.59% | Add +6.3% | 113,370 | $3.4M |
| Wealth Advisory Solutions, LLC | 0.76% | Reduce -12.5% | 112,652 | $3.4M |
| Summit Financial, LLC | 0.04% | Add +0.2% | 111,710 | $3.4M |
| RFG Advisory, LLC | 0.06% | Add +100.5% | 111,688 | $3.4M |
| Shulman DeMeo Asset Management LLC | 0.71% | Reduce -4.4% | 110,991 | $3.4M |
| Arkadios Wealth Advisors | 0.06% | Add +28.1% | 110,844 | $3.4M |
| Intrepid Financial Planning Group LLC | 1.36% | Reduce -6.5% | 111,008 | $3.4M |
| Houlihan Financial Resource Group, Ltd. | 1.29% | Reduce -3.9% | 109,468 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.1% | 107,098 | $3.2M |
| SP Asset Management LLC | 0.29% | Add +0.6% | 107,078 | $3.2M |
| Old National Bancorp | 0.05% | Add +23.4% | 107,055 | $3.2M |
| Parallel Advisors, LLC | 0.06% | Reduce -3.2% | 106,163 | $3.2M |
| Insigneo Advisory Services, LLC | 0.23% | Add +6.9% | 106,004 | $3.2M |
| Amicus Financial Advisors, LLC | 0.88% | Reduce -0.5% | 105,078 | $3.2M |
| Montis Financial, LLC | 0.65% | Reduce -7.8% | 104,427 | $3.2M |
| Elevation Point Wealth Partners, LLC | 0.08% | Add +60.2% | 104,283 | $3.2M |
| Proficio Capital Partners LLC | 0.17% | Add +91.2% | 103,625 | $3.1M |
| Winthrop Partners - WNY, LLC | 1.66% | Add +0.3% | 102,501 | $3.1M |
| Arkos Global Advisors | 0.39% | Add +21.7% | 102,421 | $3.1M |
| Aprio Wealth Management, LLC | 0.17% | Add +2.5% | 101,554 | $3.1M |
| Aletheian Wealth Advisors LLC | 1.48% | — | 100,372 | $3.0M |
| Cary Street Partners Financial LLC | 0.08% | Reduce -5.6% | 100,208 | $3.0M |
| Moran Wealth Management, LLC | 0.09% | Add +62.1% | 99,304 | $3.0M |
| HUB Investment Partners, LLC | 0.07% | Add +18.3% | 99,186 | $3.0M |
| WJ Financial Advisors LLC | 2.42% | Add +3.4% | 98,839 | $3.0M |
| Harbour Investments, Inc. | 0.05% | Add +62.0% | 97,291 | $2.9M |
| Platform Technology Partners | 0.56% | No change | 96,454 | $2.9M |
| Crews Bank & Trust | 0.42% | Reduce -1.6% | 96,325 | $2.9M |
| Sterling Investment Advisors, Ltd. | 0.53% | Add +2.6% | 96,238 | $2.9M |
| Schroder Investment Management Group | 0.00% | No change | 96,563 | $2.9M |
| CreativeOne Wealth, LLC | 0.07% | Add +6.1% | 95,436 | $2.9M |
| Roman Butler Fullerton & Co. | 0.78% | Add +0.1% | 92,586 | $2.8M |
| Canandaigua National Corp. | 0.25% | — | 93,608 | $2.8M |
| Post Resch Tallon Group Inc. | 2.30% | Add +10.4% | 93,628 | $2.8M |
| Victrix Investment Advisors | 1.03% | Reduce -0.1% | 93,346 | $2.8M |
| Congress Asset Management Co. | 0.02% | Add +0.8% | 93,001 | $2.8M |
| Allworth Financial LP | 0.01% | Reduce -2.8% | 92,140 | $2.8M |
| Sierra Capital LLC | 0.30% | Add +2.6% | 91,561 | $2.8M |
| Tran Capital Management, L.P. | 0.38% | Add +2.6% | 90,869 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +0.6% | 89,953 | $2.7M |
| Sharper & Granite LLC | 0.93% | Add +9.8% | 89,515 | $2.7M |
| TCTC Holdings, LLC | 0.08% | Add +0.1% | 88,647 | $2.7M |
| Mgo One Seven LLC | 0.05% | Add +6.7% | 88,440 | $2.7M |
| NBT Bank, N.A. | 0.17% | Add +3.0% | 88,030 | $2.7M |
| RMR Capital Management, LLC | 1.92% | Reduce -1.3% | 87,865 | $2.7M |
| Winthrop Capital Management, LLC | 0.68% | Reduce -8.2% | 87,297 | $2.6M |
| Mutual Advisors, LLC | 0.06% | Reduce -6.5% | 87,136 | $2.6M |
| Smith Shellnut Wilson LLC | 1.16% | Reduce -0.8% | 87,037 | $2.6M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -10.5% | 87,020 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.19% | Add +2.6% | 86,750 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +15.8% | 86,367 | $2.6M |
| Atlantic Edge Private Wealth Management, LLC | 0.64% | Reduce -1.0% | 85,020 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +30.0% | 84,615 | $2.6M |
| Mount Lucas Management LP | 0.95% | Reduce -12.4% | 84,540 | $2.6M |
| Courier Capital LLC | 0.14% | Reduce -11.1% | 83,384 | $2.5M |
| Chesapeake Capital Corp. | 1.80% | Add +102.0% | 82,141 | $2.5M |
| Tidal Investments LLC | 0.01% | Add +102.0% | 82,141 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +5.2% | 81,756 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +0.4% | 81,705 | $2.5M |
| Peoples Bank | 2.48% | Reduce -1.3% | 81,260 | $2.5M |
| Legacy Capital Wealth Partners, LLC | 0.51% | Add +13.7% | 80,928 | $2.5M |
| Graetz Wealth LLC | 2.18% | Add +53.7% | 80,588 | $2.4M |
| Infinity Wealth Counsel, LLC | 2.22% | Add +1.6% | 79,589 | $2.4M |
| Destination Wealth Management | 0.06% | Add +7.3% | 79,356 | $2.4M |
| DT Investment Partners, LLC | 0.20% | Add +0.0% | 78,423 | $2.4M |
| Dumont & Blake Investment Advisors LLC | 0.59% | Reduce -3.8% | 77,508 | $2.4M |
| Palouse Capital Management, Inc. | 1.60% | Reduce -8.6% | 77,496 | $2.3M |
| Cwm, LLC | 0.01% | Add +2.5% | 77,283 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Reduce -7.6% | 77,069 | $2.3M |
| OpenArc Corporate Advisory, LLC | 0.03% | Reduce -31.3% | 76,213 | $2.3M |
| Nations Financial Group Inc, /Ia/ | 0.12% | Reduce -2.5% | 76,191 | $2.3M |
| Ballentine Partners, LLC | 0.03% | No change | 74,605 | $2.3M |
| Armstrong Advisory Group, Inc. | 0.15% | Add +3.5% | 73,685 | $2.2M |
| MMBG Investment Advisors Co. | 0.20% | No change | 73,205 | $2.2M |
| Burke & Herbert Bank & Trust Co. | 0.61% | Reduce -3.4% | 73,014 | $2.2M |
| Procyon Advisors, LLC | 0.11% | Reduce -2.8% | 72,958 | $2.2M |
| Disciplined Investments, LLC | 0.79% | Reduce -1.4% | 72,892 | $2.2M |
| Capstone Wealth Management Group LLC | 1.36% | Reduce -3.5% | 72,844 | $2.2M |
| Three Bearings Fiduciary Advisors, Inc. | 2.13% | Add +0.0% | 72,742 | $2.2M |
| Fragasso Financial Advisors Inc | 0.13% | Add +1.2% | 72,006 | $2.2M |
| Duncker Streett & Co. Inc. | 0.42% | Reduce -1.5% | 72,317 | $2.2M |
| AlphaCore Capital LLC | 0.05% | Add +9.9% | 71,992 | $2.2M |
| SouthState Bank Corp | 0.10% | Reduce -3.2% | 71,848 | $2.2M |
| Rothschild Investment LLC | 0.11% | Add +0.4% | 70,629 | $2.1M |
| FOCUS Wealth Advisors, LLC | 1.05% | Reduce -3.7% | 70,619 | $2.1M |
| HSBC Holdings PLC | 0.00% | Add +16.1% | 69,718 | $2.1M |
| International Assets Investment Management, LLC | 0.14% | Add +4.9% | 68,484 | $2.1M |
| Berkeley Capital Partners, LLC | 0.48% | Add +6.4% | 68,178 | $2.1M |
| Arista Wealth Management, LLC | 0.25% | Add +25.6% | 67,818 | $2.1M |
| AQR Capital Management | 0.00% | Add +9.0% | 67,642 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Add +104.6% | 67,291 | $2.0M |
| St Germain D J Co. Inc. | 0.08% | Reduce -2.2% | 66,436 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.5% | 66,281 | $2.0M |
| Guggenheim Capital LLC | 0.02% | Add +57.4% | 66,148 | $2.0M |
| Ibex Wealth Advisors | 0.18% | Add +6.2% | 65,508 | $2.0M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -0.7% | 65,296 | $2.0M |
| Crewe Advisors LLC | 0.17% | Reduce -0.4% | 64,594 | $2.0M |
| Checchi Capital Advisers, LLC | 0.13% | Reduce -4.4% | 63,771 | $1.9M |
| Greenwood Capital Associates LLC | 0.21% | Reduce -0.9% | 63,760 | $1.9M |
| Stronghold Wealth Management L.L.C. | 2.90% | Add +2.3% | 63,260 | $1.9M |
| Wendell David Associates Inc. | 0.21% | Reduce -0.2% | 63,062 | $1.9M |
| Farrell Financial LLC | 1.14% | Add +2.0% | 62,798 | $1.9M |
| Fell Capital Management | 1.82% | Reduce -6.3% | 62,784 | $1.9M |
| Grey Ledge Advisors, LLC | 0.43% | Reduce -6.9% | 62,594 | $1.9M |
| Clearbridge Investments, LLC | 0.00% | No change | 62,182 | $1.9M |
| Shufro Rose & Co. LLC | 0.13% | Add +22.2% | 60,675 | $1.8M |
| Fagan Associates, Inc. | 0.25% | New | 59,552 | $1.8M |
| Talon Private Wealth, LLC | 0.23% | — | 58,336 | $1.8M |
| Hohimer Wealth Management, LLC | 0.22% | Reduce -2.1% | 57,786 | $1.8M |
| Curi Capital, LLC | 0.03% | Reduce -14.2% | 57,310 | $1.7M |
| Whitener Capital Management, Inc. | 0.40% | Add +17.3% | 57,307 | $1.7M |
| Powell Investment Advisors, LLC | 0.60% | Add +1.6% | 57,293 | $1.7M |
| Calton & Associates, Inc. | 0.25% | Reduce -0.2% | 57,196 | $1.7M |
| Cohen & Steers, Inc. | 0.00% | Reduce -93.7% | 56,940 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Add +5.7% | 56,417 | $1.7M |
| Connecticut Wealth Management, LLC | 0.07% | Reduce -24.5% | 55,916 | $1.7M |
| Brighton Jones LLC | 0.04% | New | 55,680 | $1.7M |
| HFG Advisors, Inc. | 1.18% | Reduce -3.5% | 55,394 | $1.7M |
| Thrive Capital Management, LLC | 0.37% | Add +46.6% | 55,373 | $1.7M |
| Sei Investments Co. | 0.00% | Reduce -8.5% | 55,347 | $1.7M |
| Blair William & Co. | 0.00% | Add +11.7% | 55,117 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -5.8% | 54,904 | $1.7M |
| Midwest Trust Co | 0.02% | Add +2.0% | 54,467 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Reduce -2.7% | 54,287 | $1.6M |
| Mathes Company, Inc. | 0.60% | Add +7.0% | 53,850 | $1.6M |
| Donaldson Capital Management, LLC | 0.05% | Reduce -1.3% | 53,463 | $1.6M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -7.2% | 51,174 | $1.6M |
| Charles Schwab Trust Co | 0.10% | Add +20.6% | 53,109 | $1.6M |
| Bath Savings Trust Co | 0.17% | Add +0.4% | 52,520 | $1.6M |
| Keynote Financial Services LLC | 0.85% | Add +15.0% | 52,468 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -21.5% | 52,265 | $1.6M |
| Noesis Capital Mangement Corp. | 0.23% | Add +0.5% | 52,264 | $1.6M |
| Principal Securities, Inc. | 0.02% | Reduce -4.4% | 52,047 | $1.6M |
| CMH Wealth Management LLC | 0.27% | New | 52,025 | $1.6M |
| McRae Capital Management Inc. | 0.33% | Reduce -8.6% | 51,671 | $1.6M |
| First Commonwealth Financial Corp | 0.25% | No change | 51,045 | $1.5M |
| Cordgrass Capital Advisors, LLC | 0.36% | Add +11.2% | 50,938 | $1.5M |
| Cassady Wealth & Retirement Planning, LLC | 0.80% | Add +57.9% | 49,017 | $1.5M |
| Bramshill Investments, LLC | 0.13% | Reduce -97.6% | 50,570 | $1.5M |
| Palogic Value Management, L.P. | 0.68% | No change | 50,293 | $1.5M |
| Atlas Private Wealth Advisors | 0.36% | Reduce -2.9% | 49,917 | $1.5M |
| Sowa Financial Group, Inc. | 0.75% | Reduce -7.7% | 49,906 | $1.5M |
| Jane Street Group, LLC | 0.00% | Add +62.1% | 49,854 | $1.5M |
| Ariadne Wealth Management, LP | 0.68% | No change | 49,850 | $1.5M |
| Fogel Capital Management, Inc. | 0.69% | Add +2.0% | 49,730 | $1.5M |
| Somerset Trust Co | 0.46% | Add +1.1% | 49,615 | $1.5M |
| Tudor Financial Inc. | 0.77% | Reduce -1.0% | 49,456 | $1.5M |
| Aviance Capital Partners, LLC | 0.18% | Add +3.3% | 49,317 | $1.5M |
| Bluefin Capital Management, LLC | 1.74% | New | 49,167 | $1.5M |
| Aventus Investment Advisors, Inc. | 1.25% | Add +6.8% | 48,709 | $1.5M |
| Jacobi Capital Management LLC | 0.08% | Add +2.1% | 48,430 | $1.5M |
| Sunbeam Capital Management, LLC | 0.84% | Add +0.0% | 48,428 | $1.5M |
| Private Client Services, LLC | 0.44% | Add +54.9% | 48,413 | $1.5M |
| Carson Advisory Inc. | 0.76% | Reduce -3.6% | 48,350 | $1.5M |
| Arcataur Capital Management LLC | 0.40% | Reduce -0.3% | 47,972 | $1.5M |
| Fortis Group Advisors, LLC | 0.24% | Reduce -0.9% | 46,044 | $1.4M |
| Matrix Private Capital Group LLC | 0.69% | Reduce -1.1% | 47,547 | $1.4M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.4% | 47,433 | $1.4M |
| TRUE Private Wealth Advisors | 0.14% | Reduce -15.3% | 46,867 | $1.4M |
| Cordatus Wealth Management LLC | 0.34% | Reduce -68.6% | 46,774 | $1.4M |
| Joseph P. Lucia & Associates, LLC | 0.51% | Reduce -7.4% | 46,752 | $1.4M |
| Money Concepts Capital Corp. | 0.08% | Add +20.4% | 46,287 | $1.4M |
| FC Advisory LLC | 0.41% | Reduce -1.2% | 46,213 | $1.4M |
| Belpointe Asset Management LLC | 0.05% | Add +51.6% | 45,412 | $1.4M |
| Cornerstone Advisors Asset Management, LLC | 0.21% | Add +0.0% | 45,224 | $1.4M |
| Independent Advisor Alliance | 0.01% | Add +563.3% | 45,172 | $1.4M |
| Savvy Advisors, Inc. | 0.04% | Add +339.7% | 45,012 | $1.4M |
| Financial Insights, Inc. | 0.44% | Add +10.9% | 44,766 | $1.4M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -13.0% | 44,339 | $1.3M |
| Providence First Trust Co | 0.47% | Reduce -14.3% | 44,179 | $1.3M |
| Alpha Financial Partners LLC | 0.79% | Add +9.1% | 44,161 | $1.3M |
| First National Trust Co | 0.05% | Add +0.2% | 43,774 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | New | 43,743 | $1.3M |
| Asset Advisory Group, Inc. | 0.67% | Add +3.2% | 43,721 | $1.3M |
| Cannon Wealth Management Services, LLC | 0.89% | Reduce -6.3% | 43,609 | $1.3M |
| Essex Financial Services, Inc. | 0.07% | Add +0.7% | 43,582 | $1.3M |
| VestGen Advisors, LLC | 0.04% | Add +438.7% | 41,790 | $1.3M |
| IFP Advisors, Inc | 0.03% | Reduce -10.6% | 43,353 | $1.3M |
| Coordinated Financial Services, Inc. | 0.76% | Add +4.2% | 42,769 | $1.3M |
| Xcelsior Advisor Partners LLC | 0.50% | Add +25.4% | 42,698 | $1.3M |
| Lanark Financial, Inc. | 0.10% | Reduce -5.1% | 42,145 | $1.3M |
| Western Wealth Management, LLC | 0.05% | Add +133.6% | 42,020 | $1.3M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -5.0% | 41,923 | $1.3M |
| City Holding Co. | 0.15% | Reduce -5.7% | 40,402 | $1.2M |
| Vines Capital Management, LLC | 1.21% | Reduce -1.7% | 40,149 | $1.2M |
| World Investment Advisors | 0.02% | Reduce -4.3% | 39,685 | $1.2M |
| Laurel Oak Wealth Management, LLC | 0.20% | Add +3.1% | 39,387 | $1.2M |
| Etesian Wealth Advisors, Inc. | 0.38% | Reduce -1.3% | 39,313 | $1.2M |
| Valtrion Capital Management, LLC | 1.11% | Add +49.0% | 38,832 | $1.2M |
| William John Sempolinski | 0.59% | Reduce -11.0% | 38,824 | $1.2M |
| Cadent Capital Advisors, LLC | 0.31% | Reduce -16.1% | 38,706 | $1.2M |
| Pettyjohn, Wood & White, Inc. | 0.19% | Reduce -2.9% | 38,454 | $1.2M |
| Farther Finance Advisors, LLC | 0.01% | Add +9.9% | 38,308 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -38.2% | 38,131 | $1.2M |
| Northwest Bancshares, Inc. | 0.23% | Reduce -4.2% | 38,049 | $1.2M |
| Primoris Wealth Advisors, LLC | 0.81% | Add +2.5% | 37,986 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +0.1% | 37,821 | $1.1M |
| Tempus Wealth Planning, LLC | 0.26% | Add +112.9% | 37,752 | $1.1M |
| Texas Bank & Trust Co | 0.43% | Add +1.5% | 37,452 | $1.1M |
| CGN Advisors LLC | 0.09% | Add +7.7% | 37,277 | $1.1M |
| New England Private Wealth Advisors LLC | 0.13% | Add +1.4% | 37,251 | $1.1M |
| Rockingstone Advisors LLC | 0.51% | Add +2.2% | 36,547 | $1.1M |
| Kovack Advisors, Inc. | 0.06% | Reduce -3.7% | 36,344 | $1.1M |
| Montecito Bank & Trust | 0.18% | Reduce -5.9% | 36,372 | $1.1M |
| ForthRight Wealth Management, LLC | 0.31% | Reduce -12.8% | 36,262 | $1.1M |
| Seamount Financial Group Inc. | 0.50% | Add +14.8% | 36,256 | $1.1M |
| Signature Equity Partners, LLC | 0.58% | Add +11.7% | 35,946 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -41.9% | 35,908 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Reduce -13.0% | 35,850 | $1.1M |
| PFG Advisors | 0.05% | Reduce -0.6% | 35,699 | $1.1M |
| SVB Wealth LLC | 0.07% | Reduce -17.6% | 35,586 | $1.1M |
| KOM Wealth Management Group, LLC | 0.73% | Add +25.5% | 35,268 | $1.1M |
| Romano Brothers and Company | 0.12% | Add +3.6% | 35,096 | $1.1M |
| Franklin Resources Inc. | 0.00% | Reduce -11.0% | 34,948 | $1.1M |
| North Forty Two & Co. | 0.97% | Reduce -0.1% | 34,576 | $1.0M |
| Sage Investment Advisers LLC | 0.77% | Add +20.4% | 34,396 | $1.0M |
| Jefferies Financial Group Inc. | 0.01% | Add +50.0% | 34,300 | $1.0M |
| Accel Wealth Management | 0.27% | Reduce -0.4% | 34,067 | $1.0M |
| Ipswich Investment Management Co., Inc. | 0.24% | No change | 33,864 | $1.0M |
| CMG Global Holdings, LLC | 0.49% | Reduce -1.3% | 33,744 | $1.0M |
| Falcon Wealth Planning | 0.07% | Reduce -4.3% | 33,726 | $1.0M |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -2.1% | 33,673 | $1.0M |
| Balanced Wealth Group LLC | 0.36% | Reduce -13.8% | 33,618 | $1.0M |
| Invenio Wealth Partners LLC | 0.40% | Reduce -11.2% | 33,545 | $1.0M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -25.8% | 33,735 | $1.0M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.6% | 33,467 | $1.0M |
| Titleist Asset Management, LLC | 0.08% | Add +197.0% | 33,380 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -33.5% | 33,324 | $1.0M |
| Realta Investment Advisors | 0.35% | Add +0.0% | 33,196 | $1.0M |
| Bowie Capital Management, LLC | 0.05% | No change | 33,000 | $1.0M |
| Citizens Financial Group Inc. | 0.01% | Add +8.5% | 32,950 | $999K |
| Sax Wealth Advisors, LLC | 0.05% | No change | 32,178 | $996K |
| Rosenberg Matthew Hamilton | 0.20% | Reduce -0.3% | 32,734 | $992K |
| Orcam Financial Group | 0.70% | Reduce -0.6% | 32,732 | $992K |
| Harbor Advisory Corp. | 0.30% | Reduce -11.3% | 32,731 | $992K |
| Activest Wealth Management | 0.17% | Add +42.6% | 32,574 | $988K |
| PFG Investments, LLC | 0.05% | Reduce -12.8% | 32,573 | $988K |
| Journey Strategic Wealth LLC | 0.02% | No change | 32,530 | $986K |
| Bank of Marin | 0.72% | Reduce -11.0% | 32,382 | $982K |
| Ethos Financial Group, LLC | 0.07% | Add +6.9% | 32,357 | $981K |
| Culbertson A N & Co. Inc. | 0.13% | No change | 32,292 | $979K |
| Prairiewood Capital, LLC | 0.28% | Add +0.5% | 32,215 | $977K |
| Telos Capital Management, Inc. | 0.09% | Add +0.7% | 32,144 | $975K |
| Wesbanco Bank Inc. | 0.03% | Reduce -1.7% | 32,083 | $973K |
| Yorktown Management & Research Co Inc | 0.81% | Reduce -20.0% | 32,000 | $970K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -1.2% | 31,661 | $960K |
| Boston Research & Management Inc. | 0.23% | Add +1.2% | 31,532 | $956K |
| Pathstone Holdings, LLC | 0.00% | Add +21.7% | 31,447 | $953K |
| V2 Financial group LLC | 0.44% | Reduce -0.0% | 31,419 | $953K |
| Woodmont Investment Counsel LLC | 0.06% | No change | 31,404 | $952K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -0.3% | 31,349 | $951K |
| King Wealth Management Group | 0.12% | Reduce -4.6% | 31,254 | $948K |
| Howard Wealth Management, LLC | 0.40% | Reduce -3.4% | 31,183 | $945K |
| Wealthcare Capital Partners, LLC | 0.44% | Add +25.2% | 31,160 | $945K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -34.7% | 31,140 | $944K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -10.2% | 30,955 | $939K |
| Haverford Trust Co | 0.01% | Reduce -1.8% | 30,708 | $931K |
| Rik Saylor Financial, Inc. | 0.71% | Add +0.3% | 30,663 | $930K |
| Colony Family Offices, LLC | 0.23% | No change | 30,565 | $927K |
| Blue Trust, Inc. | 0.01% | Reduce -10.2% | 30,526 | $926K |
| M&T Bank Corp | 0.00% | Add +148.7% | 30,275 | $918K |
| Sage Rhino Capital LLC | 0.17% | Add +5.9% | 30,062 | $911K |
| Hillsdale Investment Management Inc. | 0.02% | Add +35.2% | 29,890 | $906K |
| Oak Family Advisors, LLC | 0.28% | Add +24.1% | 29,792 | $903K |
| GWN Securities Inc. | 0.17% | Add +2.4% | 29,518 | $895K |
| Unify Financial Advisors | 0.93% | Add +70.7% | 29,452 | $893K |
| Brave Asset Management Inc. | 0.21% | Reduce -37.7% | 29,399 | $891K |
| Fiduciary Alliance LLC | 0.05% | Add +0.9% | 28,340 | $889K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.7% | 29,261 | $887K |
| Investment Advisory Group, LLC | 0.23% | Add +0.3% | 29,219 | $886K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +0.0% | 29,145 | $884K |
| Private Trust Co. NA | 0.08% | Reduce -1.1% | 29,121 | $883K |
| Bank of New York Mellon Corp | 0.00% | Add +14.4% | 29,114 | $883K |
| RW Investment Management LLC | 0.08% | — | 28,777 | $873K |
| HCR Wealth Advisors | 0.09% | Reduce -15.4% | 28,769 | $872K |
| FWL Investment Management, LLC | 0.19% | Add +33.4% | 28,719 | $871K |
| William Howard & Co Financial Advisors Inc | 0.74% | Add +0.4% | 28,211 | $855K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.14% | No change | 28,131 | $853K |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 28,104 | $852K |
| Oakmont Advisory Group, LLC | 0.86% | Add +49.0% | 27,926 | $847K |
| SageView Advisory Group, LLC | 0.03% | Reduce -9.0% | 27,865 | $845K |
| Advisors Asset Management, Inc. | 0.01% | Add +5.8% | 27,693 | $840K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.06% | Reduce -9.1% | 27,603 | $837K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -9.2% | 27,465 | $833K |
| WealthTrust Asset Management, LLC | 0.49% | Add +8.4% | 27,140 | $823K |
| Calamos Wealth Management LLC | 0.03% | Reduce -15.4% | 27,048 | $820K |
| Calamos Advisors LLC | 0.00% | New | 27,048 | $820K |
| Bellecapital International Ltd. | 0.15% | No change | 27,000 | $819K |
| Spire Wealth Management | 0.03% | Reduce -5.6% | 26,894 | $815K |
| Caldwell Trust Co | 0.07% | Reduce -0.2% | 26,887 | $815K |
| Choreo, LLC | 0.01% | Add +10.8% | 26,719 | $810K |
| LOM Asset Management Ltd | 0.23% | Reduce -15.8% | 26,680 | $809K |
| Resurgent Financial Advisors LLC | 0.29% | Add +2.7% | 26,587 | $806K |
| Northstar Advisory Group, LLC | 0.30% | Reduce -18.4% | 26,314 | $798K |
| Kane Co Wealth Management, Inc. | 0.67% | Reduce -2.6% | 26,103 | $791K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -5.3% | 26,018 | $789K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +24.3% | 25,893 | $785K |
| StoneX Group Inc. | 0.04% | Reduce -34.6% | 25,840 | $783K |
| IHT Wealth Management, LLC | 0.02% | Add +19.4% | 25,788 | $782K |
| Fortis Capital Advisors, LLC | 0.10% | Add +224.4% | 25,780 | $782K |
| Red Spruce Capital, LLC | 0.32% | No change | 25,677 | $779K |
| Palisade Capital Management, LP | 0.03% | No change | 25,500 | $773K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -7.8% | 25,370 | $769K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +21.0% | 25,279 | $766K |
| North Star Investment Management Corp. | 0.05% | Reduce -5.5% | 25,247 | $765K |
| Cowa, LLC | 0.22% | New | 25,209 | $764K |
| KG Capital Management | 0.55% | Add +18.1% | 25,081 | $760K |
| Voya Investment Management LLC | 0.00% | New | 25,000 | $758K |
| FAS Wealth Partners, Inc. | 0.05% | Add +0.6% | 24,945 | $756K |
| Boyd Watterson Asset Management LLC | 0.23% | Reduce -0.5% | 24,846 | $753K |
| Crown Oak Advisors, LLC | 0.38% | Reduce -76.8% | 24,674 | $748K |
| Rebalance, LLC | 0.04% | New | 24,511 | $743K |
| McAdam, LLC | 0.03% | Reduce -5.7% | 24,431 | $741K |
| FWG Holdings, LLC | 0.28% | Add +62.1% | 24,222 | $739K |
| Whittier Trust Co. | 0.01% | Reduce -7.7% | 24,138 | $736K |
| Grandview Asset Management LLC | 0.21% | Reduce -19.6% | 24,141 | $732K |
| Mma Asset Management LLC | 0.26% | Reduce -3.1% | 24,123 | $731K |
| O'ROURKE & COMPANY, Inc | 0.29% | Reduce -1.5% | 23,907 | $725K |
| Headlands Technologies LLC | 0.08% | Reduce -34.3% | 23,886 | $724K |
| Aire Advisors, LLC | 0.13% | Add +0.3% | 23,748 | $720K |
| Verity Asset Management, Inc. | 0.30% | Add +2.9% | 23,510 | $713K |
| Integris Wealth Management, LLC | 0.16% | Add +1.9% | 23,499 | $712K |
| Invst, LLC | 0.08% | Add +0.0% | 23,455 | $711K |
| Capital Fund Management S.A. | 0.01% | Reduce -2.1% | 23,344 | $708K |
| Independence Bank of Kentucky | 0.09% | Reduce -7.6% | 23,294 | $706K |
| LongView Wealth Management | 0.18% | Reduce -10.6% | 22,495 | $703K |
| Cornerstone Capital, Inc. | 0.07% | Add +3.0% | 23,155 | $702K |
| Busey Bank | 0.02% | Reduce -1.8% | 23,151 | $702K |
| Breachway Investments LLC | 0.67% | Add +1.5% | 22,944 | $697K |
| Fca Corp. | 0.20% | Add +9.1% | 22,906 | $695K |
| Canandaigua National Trust Co of Florida | 0.56% | Reduce -13.4% | 22,859 | $693K |
| Sidoxia Capital Management, LLC | 0.60% | — | 22,751 | $690K |
| Alpha Omega Wealth Management LLC | 0.11% | Add +0.5% | 22,675 | $688K |
| Neuberger Berman Group LLC | 0.00% | Reduce -6.2% | 22,590 | $685K |
| Princeton Capital Management LLC | 0.19% | Add +6.4% | 22,479 | $682K |
| Fiera Capital Corp | 0.00% | Reduce -78.0% | 22,449 | $681K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +214.3% | 22,291 | $676K |
| Pacific Center for Financial Services | 0.17% | Add +26.6% | 21,991 | $667K |
| XTX Topco Ltd | 0.01% | New | 21,846 | $662K |
| Texas Yale Capital Corp. | 0.02% | Add +8.5% | 21,841 | $662K |
| Tred Avon Family Wealth, LLC | 0.22% | Add +24.4% | 21,685 | $657K |
| Sonata Capital Group Inc. | 0.24% | Add +0.1% | 21,678 | $657K |
| Pennsylvania Capital Management Inc. | 0.19% | No change | 21,590 | $655K |
| Two Sigma Securities, LLC | 0.08% | Add +24.9% | 21,564 | $654K |
| Penobscot Investment Management Company, Inc. | 0.05% | Reduce -5.3% | 21,450 | $650K |
| PUREfi Wealth, LLC | 0.42% | New | 21,283 | $645K |
| Strategic Financial Partners, Ltd. | 0.28% | Reduce -1.7% | 21,233 | $644K |
| R.H. Investment Group, LLC | 0.50% | No change | 20,900 | $642K |
| Carret Asset Management, LLC | 0.06% | Add +0.6% | 21,013 | $637K |
| Asset Allocation & Management Company, LLC | 0.24% | No change | 21,000 | $637K |
| Sincerus Advisory, LLC | 0.48% | Reduce -1.7% | 20,784 | $630K |
| Moors & Cabot, Inc. | 0.03% | Reduce -10.2% | 20,687 | $627K |
| Global Trust Wealth Management LLC | 0.47% | Reduce -0.8% | 20,670 | $627K |
| Melfa Wealth Management, Inc. | 0.36% | Add +2.5% | 20,544 | $623K |
| Gen-Wealth Partners Inc | 0.19% | Reduce -1.6% | 20,399 | $618K |
| Parkside Financial Bank & Trust | 0.05% | Add +0.1% | 20,257 | $614K |
| Dover Advisors, LLC | 0.25% | No change | 20,147 | $611K |
| Arax Advisory Partners | 0.02% | Add +20.9% | 19,995 | $606K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -0.9% | 19,980 | $606K |
| Clientfirst Wealth Management, LLC | 0.51% | No change | 19,944 | $605K |
| Guidance Point Advisors, LLC | 0.15% | Add +0.6% | 19,908 | $604K |
| Prospect Financial Services LLC | 0.37% | Reduce -27.8% | 19,863 | $602K |
| Rainey & Randall Wealth Advisors Inc. | 0.10% | Add +116.7% | 19,743 | $599K |
| Sigma Planning Corp | 0.02% | Reduce -1.2% | 19,701 | $597K |
| Fortitude Family Office, LLC | 0.13% | Reduce -2.2% | 19,674 | $597K |
| Richwood Investment Advisors, LLC | 0.46% | Reduce -1.2% | 19,539 | $592K |
| MSH Capital Advisors LLC | 0.12% | Reduce -1.1% | 19,450 | $590K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.7% | 19,206 | $582K |
| Glenmede Trust Co. NA | 0.00% | Add +22.0% | 19,172 | $581K |
| CRA Financial Services, LLC | 0.07% | Add +16.7% | 18,989 | $576K |
| Ehrlich Financial Group | 0.33% | Reduce -2.7% | 18,872 | $572K |
| Forteris Wealth Management Inc. | 0.54% | No change | 18,740 | $568K |
| Moneco Advisors, LLC | 0.04% | Add +3.4% | 18,736 | $568K |
| TD Waterhouse Canada Inc. | 0.00% | Add +68.1% | 18,668 | $567K |
| Novare Capital Management LLC | 0.04% | Add +16.9% | 18,694 | $567K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 18,612 | $564K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.05% | No change | 18,600 | $564K |
| Diversify Wealth Management, LLC | 0.01% | Add +5.7% | 18,023 | $562K |
| City State Bank | 0.15% | Reduce -16.7% | 18,465 | $560K |
| KCM Investment Advisors LLC | 0.02% | Reduce -9.6% | 18,412 | $558K |
| Tiller Private Wealth, Inc. | 0.20% | Add +0.1% | 18,340 | $556K |
| Coral Wealth Management, LLC | 0.62% | — | 18,196 | $552K |
| First Manhattan Co. Llc. | 0.00% | No change | 18,095 | $549K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -58.8% | 18,080 | $548K |
| TRB Wealth Management, LLC | 0.08% | — | 17,826 | $540K |
| Signal Advisors Wealth, LLC | 0.04% | Add +12.6% | 17,809 | $540K |
| TPG Advisors LLC | 0.34% | Add +4.2% | 17,765 | $539K |
| Dodds Wealth, LLC | 0.13% | Add +56.0% | 17,672 | $536K |
| Tower Bridge Advisors | 0.05% | New | 17,575 | $533K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +74.7% | 17,452 | $529K |
| Hudson Edge Investment Partners Inc. | 0.08% | New | 17,431 | $529K |
| Wharton Business Group, LLC | 0.02% | No change | 17,335 | $526K |
| Provenance Wealth Advisors, LLC | 0.05% | Reduce -48.4% | 17,103 | $519K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -22.8% | 17,215 | $519K |
| Everstar Asset Management, LLC | 0.27% | Reduce -9.0% | 17,007 | $516K |
| Hunter Perkins Capital Management, LLC | 0.12% | New | 16,895 | $512K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -1.4% | 16,860 | $511K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +16.7% | 16,695 | $506K |
| Prudent Man Advisors, LLC | 0.15% | No change | 16,620 | $504K |
| Staley Capital Advisers Inc. | 0.02% | Reduce -5.7% | 16,500 | $500K |
| Keystone Financial Group | 0.03% | Add +1.4% | 16,270 | $500K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +1.4% | 15,818 | $497K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -42.1% | 16,168 | $490K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 16,100 | $488K |
| First National Bank of Omaha | 0.02% | Add +32.8% | 16,188 | $488K |
| Rakuten Securities, Inc. | 0.20% | Add +564.2% | 16,033 | $486K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -1.2% | 16,001 | $485K |
| Ashton Thomas Securities, LLC | 0.06% | New | 16,000 | $485K |
| Investment Planning Advisors, Inc. | 0.13% | Add +2.1% | 15,926 | $483K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Reduce -0.6% | 15,919 | $483K |
| Kingsbury Capital Investment Advisors LLC | 0.45% | — | 15,906 | $482K |
| Bank of Nova Scotia | 0.00% | No change | 15,900 | $482K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.06% | Reduce -0.7% | 15,893 | $482K |
| Delta Capital Management LLC | 0.27% | No change | 15,790 | $479K |
| One Capital Management, LLC | 0.01% | Add +3.3% | 15,749 | $478K |
| Bar Harbor Wealth Management | 0.03% | Reduce -2.1% | 15,746 | $477K |
| EFG International AG | 0.01% | No change | 15,739 | $477K |
| Dynamic Wealth Strategies, LLC | 0.28% | Add +2.2% | 15,700 | $476K |
| Eclectic Associates Inc. | 0.06% | Add +9.7% | 15,661 | $475K |
| Arete Wealth Advisors, LLC | 0.04% | Reduce -9.3% | 15,651 | $475K |
| Associated Banc-Corp | 0.01% | Add +85.8% | 15,612 | $473K |
| Evergreen Capital Management LLC | 0.01% | No change | 15,552 | $472K |
| Naples Global Advisors, LLC | 0.03% | Add +9.8% | 15,540 | $471K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.2% | 15,445 | $471K |
| Kickstand Ventures, Llc. | 0.10% | Add +24.4% | 15,456 | $469K |
| Formulate Financial LLC | 0.58% | No change | 15,395 | $467K |
| Integrity Alliance, Llc. | 0.02% | Reduce -2.8% | 15,381 | $466K |
| Brick & Kyle, Associates | 0.15% | Reduce -2.2% | 15,249 | $462K |
| Kiley Juergens Wealth Management, LLC | 0.08% | No change | 15,137 | $459K |
| JT Stratford LLC | 0.06% | Reduce -12.7% | 15,031 | $456K |
| Summit Trail Advisors, LLC | 0.01% | Add +15.5% | 14,900 | $452K |
| Segall Bryant & Hamill, LLC | 0.01% | Add +22.5% | 14,826 | $450K |
| Cibc World Market Inc. | 0.00% | Add +12.3% | 14,745 | $447K |
| UMB Bank, n.a. | 0.01% | No change | 14,743 | $447K |
| Sweeney & Michel, LLC | 0.13% | Add +0.4% | 14,399 | $446K |
| Hilltop Holdings Inc. | 0.04% | Reduce -2.2% | 14,691 | $445K |
| Measured Wealth Private Client Group, LLC | 0.12% | Add +3.8% | 14,532 | $441K |
| Performance Wealth Partners, LLC | 0.01% | Add +4.5% | 14,528 | $440K |
| Emergent Wealth Advisors, LLC | 0.26% | Reduce -80.8% | 14,525 | $440K |
| Bcwm, LLC | 0.12% | Reduce -23.4% | 14,489 | $439K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.7% | 14,378 | $436K |
| FMR LLC | 0.00% | Add +22.1% | 14,218 | $431K |
| Willis Johnson & Associates, Inc. | 0.03% | Reduce -12.8% | 14,215 | $431K |
| Balefire, LLC | 0.08% | Add +7.7% | 14,122 | $428K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 14,064 | $426K |
| Simplicity Wealth,LLC | 0.02% | Add +13.1% | 14,017 | $425K |
| Klingman & Associates, LLC | 0.02% | Reduce -1.4% | 14,013 | $425K |
| Instrumental Wealth, LLC | 0.26% | Add +0.9% | 14,010 | $425K |
| National Philanthropic Trust | 0.00% | No change | 14,000 | $424K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 13,972 | $424K |
| Am Investment Strategies LLC | 0.09% | Add +0.3% | 13,954 | $423K |
| Detalus Advisors, LLC | 0.10% | Reduce -0.8% | 13,899 | $421K |
| Gallacher Capital Management LLC | 0.16% | Add +2.6% | 13,888 | $421K |
| Mezzasalma Advisors, LLC | 0.11% | Reduce -53.4% | 13,879 | $421K |
| NewEdge Wealth, LLC | 0.01% | Reduce -18.6% | 13,866 | $420K |
| Synergy Asset Management, LLC | 0.04% | Add +54.3% | 13,852 | $420K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -1.6% | 13,816 | $419K |
| Rialto Wealth Management, LLC | 0.09% | No change | 13,762 | $417K |
| Northern Trust Corp. | 0.00% | Reduce -24.4% | 13,727 | $416K |
| Kingswood Wealth Advisors, LLC | 0.02% | Add +1.0% | 13,704 | $416K |
| Christensen, King & Associates Investment Services, Inc. | 0.18% | Reduce -8.5% | 13,701 | $415K |
| Patton Albertson Miller Group, LLC | 0.05% | No change | 13,700 | $415K |
| Group One Trading LLC | 0.01% | Add +146.6% | 13,655 | $414K |
| AE Wealth Management LLC | 0.00% | Reduce -37.7% | 13,445 | $408K |
| Ranch Capital Advisors Inc. | 0.15% | Add +6.2% | 13,436 | $407K |
| Park Edge Advisors, LLC | 0.09% | Add +0.5% | 13,359 | $405K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +9.6% | 13,231 | $401K |
| Beacon Financial Group | 0.04% | Add +6.9% | 13,202 | $400K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -8.0% | 13,196 | $400K |
| Banta Asset Management LP | 0.40% | Reduce -2.9% | 13,190 | $400K |
| Elser Financial Planning, Inc | 0.02% | New | 13,154 | $399K |
| Magnolia Capital Advisors LLC | 0.08% | Add +0.4% | 13,082 | $397K |
| Cunning Capital Partners, LP | 0.20% | Add +8.3% | 13,000 | $394K |
| Wealth Dimensions Group, Ltd. | 0.08% | No change | 12,930 | $392K |
| Hexagon Capital Partners LLC | 0.06% | Add +0.0% | 12,928 | $392K |
| Modera Wealth Management, LLC | 0.00% | Add +6.0% | 12,804 | $388K |
| First Nebraska Trust Co | 0.04% | Add +0.3% | 12,747 | $386K |
| Patrick M Sweeney & Associates, Inc. | 0.25% | Add +1.2% | 12,710 | $385K |
| CoreCap Advisors, LLC | 0.01% | Reduce -44.4% | 12,620 | $383K |
| Coastwise Capital Group, LLC | 0.21% | Add +1.8% | 12,620 | $383K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.0% | 12,618 | $383K |
| Schmidt P J Investment Management Inc. | 0.06% | No change | 12,555 | $381K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 12,500 | $379K |
| Legacy Wealth Partners, LLC | 0.09% | No change | 12,471 | $378K |
| AlphaCentric Advisors LLC | 0.38% | Reduce -9.5% | 12,386 | $376K |
| Wellington Shields & Co., LLC | 0.10% | Add +29.8% | 12,365 | $375K |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.7% | 12,420 | $374K |
| United Bank | 0.05% | No change | 12,313 | $373K |
| Register Financial Advisors LLC | 0.14% | Add +0.1% | 12,307 | $373K |
| Smith, Moore & Co. | 0.03% | Reduce -3.1% | 12,245 | $371K |
| Portfolio Strategies, Inc. | 0.05% | Reduce -44.9% | 12,230 | $371K |
| Argyle Capital Partners, LLC | 0.27% | Reduce -5.8% | 12,135 | $368K |
| Sage Capital Management, LLC | 0.17% | Reduce -18.8% | 12,065 | $366K |
| Van Hulzen Asset Management, LLC | 0.03% | Reduce -16.3% | 11,830 | $359K |
| Easterly Investment Partners LLC | 0.03% | No change | 11,791 | $358K |
| Avior Wealth Management, LLC | 0.01% | Add +1.6% | 11,789 | $357K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -2.6% | 11,757 | $356K |
| NWF Advisory Services Inc. | 0.04% | Add +0.1% | 11,592 | $351K |
| TD Capital Management LLC | 0.03% | Add +0.1% | 11,589 | $351K |
| Patten & Patten Inc. | 0.02% | Reduce -5.8% | 11,541 | $350K |
| Pallas Capital Advisors LLC | 0.01% | No change | 11,410 | $346K |
| Beck Bode, LLC | 0.06% | Reduce -25.0% | 11,247 | $341K |
| Haven Private, LLC | 0.15% | No change | 11,200 | $340K |
| Qube Research & Technologies Ltd | 0.00% | New | 11,100 | $337K |
| Afg Fiduciary Services Limited Partnership | 0.20% | Reduce -1.3% | 11,005 | $336K |
| Wulff, Hansen & Co. | 0.34% | Reduce -6.6% | 11,025 | $334K |
| LJI Wealth Management, LLC | 0.05% | Reduce -15.0% | 11,020 | $334K |
| Norris Financial Group, LLC | 0.11% | No change | 11,000 | $334K |
| Continuum Advisory, LLC | 0.03% | Add +9.7% | 10,828 | $328K |
| SkyOak Wealth, LLC | 0.06% | No change | 10,748 | $326K |
| Robbins Farley | 0.14% | Add +0.4% | 10,715 | $325K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Add +0.6% | 10,663 | $323K |
| Fiduciary Trust Co | 0.00% | No change | 10,654 | $323K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -1.7% | 10,645 | $323K |
| Avaii Wealth Management, LLC | 0.11% | Reduce -0.4% | 10,592 | $321K |
| Principle Wealth Partners LLC | 0.02% | Reduce -25.4% | 10,560 | $320K |
| Compound Planning, Inc. | 0.01% | Reduce -5.8% | 10,554 | $320K |
| Flagstar Securities, Inc. | 0.12% | Reduce -0.1% | 10,547 | $320K |
| Trask Adam Roland | 0.30% | — | 10,488 | $318K |
| Inspire Advisors, LLC | 0.03% | Reduce -5.0% | 10,482 | $318K |
| Cfo Capital Management LLC | 0.26% | Add +33.5% | 10,355 | $312K |
| Guardian Capital, LLC | 0.30% | New | 10,283 | $312K |
| Westfuller Advisors, LLC | 0.13% | Reduce -3.6% | 10,199 | $309K |
| GLOBALT Investments LLC / GA | 0.01% | Add +0.7% | 10,076 | $306K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -5.9% | 10,049 | $305K |
| Wealth Effects LLC | 0.11% | Add +21.5% | 10,044 | $305K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -42.1% | 10,017 | $304K |
| Merrion Investment Management Co, LLC | 0.16% | No change | 10,000 | $303K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 10,000 | $303K |
| Maridea Wealth Management LLC | 0.04% | New | 9,885 | $300K |
| Sfmg, LLC | 0.02% | Reduce -7.3% | 9,736 | $295K |
| Traub Capital Management LLC | 0.29% | Reduce -0.9% | 9,694 | $294K |
| Indivisible Partners | 0.03% | Reduce -15.8% | 9,693 | $294K |
| Gateway Wealth Partners, LLC | 0.01% | New | 9,665 | $293K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 9,646 | $292K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -22.9% | 9,616 | $292K |
| Seelaus Asset Management LLC | 0.21% | Reduce -5.4% | 9,581 | $290K |
| Montag A & Associates Inc. | 0.01% | Reduce -1.4% | 9,576 | $290K |
| Ameritas Advisory Services, LLC | 0.01% | Add +2.4% | 9,538 | $289K |
| Columbia Advisory Partners LLC | 0.18% | No change | 9,532 | $289K |
| Triumph Capital Management | 0.06% | Add +37.1% | 9,529 | $289K |
| ProVise Management Group, LLC | 0.02% | Reduce -6.0% | 9,454 | $287K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.3% | 9,453 | $287K |
| CWA Asset Management Group, LLC | 0.01% | Add +42.1% | 9,440 | $286K |
| Stableford Capital II LLC | 0.11% | Reduce -4.5% | 9,436 | $286K |
| Ames National Corp. | 0.17% | Reduce -19.1% | 9,400 | $285K |
| Fort Sheridan Advisors LLC | 0.03% | Add +3.5% | 9,379 | $284K |
| GenWealth Group, Inc. | 0.05% | No change | 9,342 | $283K |
| TCI Wealth Advisors, Inc. | 0.01% | Add +5.0% | 9,270 | $281K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -2.1% | 9,264 | $281K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 9,239 | $280K |
| Asset One Wealth Management LLC | 0.03% | Reduce -0.3% | 8,966 | $280K |
| Cypress Capital Group | 0.03% | Reduce -10.1% | 9,164 | $278K |
| McElhenny Sheffield Capital Management, LLC | 0.07% | Add +2.8% | 9,154 | $278K |
| Mission Wealth Management, LP | 0.01% | Reduce -14.1% | 9,148 | $277K |
| Proathlete Wealth Management LLC | 0.08% | No change | 9,110 | $276K |
| Apollon Financial, LLC | 0.04% | No change | 9,000 | $273K |
| Quantum Financial Advisors, LLC | 0.03% | No change | 8,997 | $273K |
| Stone Summit Wealth LLC | 0.08% | Reduce -19.2% | 8,965 | $272K |
| Entelevest, LLC | 0.28% | Reduce -42.6% | 8,933 | $271K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.9% | 8,918 | $270K |
| Cumberland Partners Ltd | 0.02% | Add +16.5% | 8,875 | $269K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 8,880 | $269K |
| CFO4Life Group, LLC | 0.04% | Add +0.5% | 8,862 | $269K |
| Great Valley Advisor Group, Inc. | 0.00% | Reduce -18.9% | 8,819 | $267K |
| Balboa Wealth Partners | 0.04% | Add +0.0% | 8,816 | $267K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.3% | 8,784 | $266K |
| Argentarii, LLC | 0.09% | Add +19.2% | 8,748 | $265K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 8,706 | $264K |
| Ironwood Financial, llc | 0.05% | Reduce -12.6% | 8,658 | $263K |
| Norden Group LLC | 0.03% | Reduce -2.1% | 8,650 | $262K |
| Weaver Consulting Group | 0.06% | Reduce -2.8% | 8,636 | $262K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -9.8% | 8,624 | $261K |
| Sound Income Strategies, LLC | 0.01% | Reduce -13.2% | 8,606 | $261K |
| Jackson Hole Capital Partners, LLC | 0.04% | No change | 8,609 | $261K |
| Leigh Baldwin & Co., LLC | 0.17% | Add +0.2% | 8,574 | $260K |
| Spartan Wealth Advisory Services LLC | 0.02% | — | 8,485 | $257K |
| E&G Advisors, LLC | 0.06% | No change | 8,484 | $257K |
| Koshinski Asset Management, Inc. | 0.02% | Add +0.0% | 8,478 | $257K |
| Camarda Financial Advisors, LLC | 0.14% | Add +0.5% | 8,462 | $257K |
| Ingalls & Snyder LLC | 0.01% | No change | 8,400 | $255K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.5% | 8,358 | $253K |
| JPL Wealth Management, LLC | 0.06% | New | 8,333 | $253K |
| Americana Partners, LLC | 0.01% | No change | 8,305 | $252K |
| Wilson & Boucher Capital Management, LLC | 0.17% | No change | 8,300 | $252K |
| Vigilare Wealth Management | 0.08% | Reduce -67.5% | 8,274 | $251K |
| Verdence Capital Advisors LLC | 0.01% | Add +24.0% | 8,126 | $246K |
| Advisors Management Group Inc. | 0.04% | Reduce -20.9% | 8,100 | $245K |
| Clearstead Advisors, LLC | 0.00% | Reduce -49.7% | 8,010 | $243K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,000 | $243K |
| Summitry LLC | 0.01% | New | 8,000 | $243K |
| Burney Co./ | 0.01% | Reduce -25.3% | 7,991 | $242K |
| McDonald Partners LLC | 0.06% | No change | 7,935 | $241K |
| CENTRAL TRUST Co | 0.00% | Reduce -26.9% | 7,860 | $238K |
| Maripau Wealth Management LLC | 0.10% | New | 7,825 | $237K |
| LBMC Investment Advisors, LLC | 0.01% | Reduce -29.0% | 7,816 | $237K |
| Winthrop Advisory Group LLC | 0.02% | No change | 7,795 | $236K |
| Bell Bank | 0.01% | No change | 7,697 | $233K |
| MKT Advisors LLC | 0.08% | Reduce -12.1% | 7,650 | $233K |
| Wealth Management Associates, Inc. | 0.08% | No change | 7,643 | $232K |
| Objective Capital Management, LLC | 0.23% | Reduce -42.0% | 7,641 | $232K |
| Cornerstone Wealth, LLC | 0.13% | — | 7,385 | $231K |
| John Boyer, Inc. | 0.23% | Reduce -37.0% | 7,608 | $231K |
| Quantinno Capital Management LP | 0.00% | Reduce -46.0% | 7,581 | $230K |
| Krilogy Financial LLC | 0.01% | Add +16.6% | 7,331 | $230K |
| Arkfeld Wealth Strategies, L.L.C. | 0.07% | Add +4.2% | 7,308 | $229K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -13.5% | 7,553 | $229K |
| Raab & Moskowitz Asset Management LLC | 0.05% | Reduce -22.7% | 7,546 | $229K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -55.1% | 7,516 | $228K |
| Ground Swell Capital, LLC | 0.47% | New | 7,509 | $228K |
| Flputnam Investment Management Co. | 0.00% | Reduce -2.0% | 7,506 | $228K |
| Olde Wealth Management, LLC | 0.07% | Add +0.1% | 7,500 | $227K |
| Clare Market Investments LLC | 0.05% | — | 7,474 | $227K |
| Midwest Financial Group LLC | 0.10% | Reduce -2.3% | 7,465 | $226K |
| Axis Wealth Partners, LLC | 0.12% | Add +0.0% | 7,435 | $225K |
| Laurel Wealth Advisors LLC | 0.02% | Reduce -2.7% | 7,090 | $225K |
| Moseley Investment Management Inc. | 0.07% | Reduce -0.1% | 7,388 | $224K |
| Austin Wealth Management, LLC | 0.05% | Reduce -38.3% | 7,306 | $223K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 7,319 | $222K |
| Vawter Financial, Ltd. | 0.09% | New | 7,294 | $221K |
| OneAscent Financial Services LLC | 0.01% | Add +8.4% | 7,287 | $221K |
| Symmetry Partners, LLC | 0.01% | Reduce -0.0% | 7,287 | $221K |
| Lazari Capital Management, Inc. | 0.08% | No change | 7,167 | $217K |
| Websterrogers Financial Advisors, LLC | 0.06% | Add +4.9% | 7,139 | $216K |
| Barrett & Company, Inc. | 0.07% | Add +0.1% | 7,132 | $216K |
| C2C Wealth Management, LLC | 0.18% | Reduce -6.3% | 7,118 | $216K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 7,099 | $215K |
| BHK Investment Advisors, LLC | 0.07% | New | 7,040 | $213K |
| Insight Wealth Partners, LLC | 0.09% | Reduce -23.4% | 7,035 | $213K |
| Smithfield Trust Co | 0.01% | No change | 6,855 | $213K |
| Sanders Morris Harris LLC | 0.03% | No change | 7,017 | $213K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -22.0% | 6,913 | $210K |
| Reicon Wealth Advisors, LLC | 0.16% | Reduce -21.3% | 6,875 | $208K |
| Bokf, NA | 0.00% | Reduce -38.1% | 6,875 | $208K |
| Oxbow Advisors, LLC | 0.02% | No change | 6,855 | $208K |
| Vise Technologies, Inc. | 0.00% | No change | 6,709 | $208K |
| Wealthstar Advisors, LLC | 0.12% | Reduce -6.6% | 6,846 | $208K |
| Archer Investment Corp | 0.04% | No change | 6,805 | $206K |
| Regions Financial Corp. | 0.00% | New | 6,783 | $206K |
| Rhodes Investment Advisors Inc. | 0.18% | Add +1.1% | 6,750 | $205K |
| HF Advisory Group, LLC | 0.07% | Reduce -9.9% | 6,721 | $204K |
| Harbour Capital Advisors, LLC | 0.04% | New | 6,465 | $204K |
| Interactive Financial Advisors, Inc. | 0.13% | Reduce -3.5% | 6,718 | $204K |
| Peak Retirement Planning, Inc. | 0.04% | Add +0.5% | 6,687 | $203K |
| Silverleafe Capital Partners, LLC | 0.06% | Reduce -4.1% | 6,670 | $202K |
| Venture Visionary Partners LLC | 0.01% | Add +0.1% | 6,659 | $202K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -27.4% | 6,659 | $202K |
| Peak Wealth Management LLC | 0.17% | No change | 6,652 | $202K |
| Cascade Financial Partners, LLC | 0.02% | New | 6,623 | $201K |
| Hegarty Advisors, LLC | 0.16% | Add +0.5% | 6,619 | $201K |
| GAMMA Investing LLC | 0.01% | Reduce -6.5% | 6,264 | $190K |
| JTC Employer Solutions Trustee Ltd | 0.02% | No change | 6,200 | $188K |
| First Horizon Corp. | 0.01% | No change | 6,181 | $187K |
| WealthShield Partners, LLC | 0.02% | Add +0.6% | 6,180 | $187K |
| Petix & Botte Co | 0.08% | Reduce -50.0% | 6,100 | $185K |
| Piscataqua Savings Bank | 0.13% | Add +785.2% | 6,055 | $184K |
| Godfrey Financial Associates, Inc. | 0.16% | Reduce -3.1% | 6,027 | $183K |
| Wellington Shields Capital Management, LLC | 0.03% | Add +0.1% | 5,953 | $180K |
| Key Financial Inc | 0.03% | Reduce -7.8% | 5,741 | $174K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -12.6% | 5,555 | $168K |
| Colonial Trust Co / SC | 0.02% | Reduce -8.1% | 5,533 | $168K |
| MRP Capital Investments, LLC | 0.13% | No change | 4,739 | $144K |
| Brown, Lisle/Cummings, Inc. | 0.04% | No change | 4,674 | $142K |
| High Point Wealth Management, LLC | 0.14% | Reduce -51.1% | 4,671 | $142K |
| MCF Advisors LLC | 0.01% | No change | 4,648 | $141K |
| Nvwm, LLC | 0.03% | Reduce -0.6% | 4,466 | $135K |
| N.E.W. Advisory Services LLC | 0.01% | Add +126.2% | 4,302 | $130K |
| Medallion Wealth Advisors, LLC | 0.04% | Reduce -1.7% | 4,125 | $125K |
| Founders Financial Alliance, LLC | 0.02% | Add +94.8% | 4,010 | $122K |
| Cherry Tree Wealth Management, LLC | 0.03% | No change | 3,985 | $121K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -19.6% | 3,806 | $115K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -0.2% | 3,777 | $114K |
| Union Savings Bank | 0.05% | No change | 3,539 | $107K |
| Hamilton Point Investment Advisors, LLC | 0.02% | No change | 3,464 | $105K |
| LFA - Lugano Financial Advisors SA | 0.05% | Reduce -13.8% | 3,413 | $103K |
| Horizon Investments, LLC | 0.00% | Reduce -98.5% | 3,294 | $99K |
| Signaturefd, LLC | 0.00% | Add +6.9% | 3,177 | $96K |
| BankPlus Trust Department | 0.02% | No change | 3,000 | $91K |
| Albion Financial Group | 0.01% | No change | 2,950 | $89K |
| Clear Street Group Inc. | 0.00% | New | 2,900 | $88K |
| Vermillion Wealth Management, Inc. | 0.03% | Add +0.6% | 2,879 | $87K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 2,866 | $87K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -5.8% | 2,616 | $79K |
| Cornerstone National Bank & Trust Co | 0.03% | Add +160.0% | 2,600 | $79K |
| Webster Bank, N. A. | 0.01% | No change | 2,602 | $79K |
| Elevated Capital Advisors, LLC | 0.02% | Reduce -5.7% | 2,583 | $78K |
| Pacifica Partners Inc. | 0.03% | Reduce -6.8% | 2,523 | $76K |
| Cornerstone Planning Group LLC | 0.01% | Add +5.4% | 2,430 | $76K |
| Creative Financial Designs Inc. | 0.00% | No change | 2,471 | $75K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,458 | $75K |
| Lodestone Wealth Management LLC | 0.03% | Reduce -13.4% | 2,376 | $72K |
| Resources Management Corp. /CT/ | 0.01% | No change | 2,375 | $72K |
| CX Institutional | 0.00% | Reduce -47.9% | 2,274 | $69K |
| WFA of San Diego, LLC | 0.06% | Reduce -5.7% | 2,270 | $69K |
| Rossmore Private Capital | 0.01% | No change | 2,250 | $68K |
| Tsfg, LLC | 0.01% | Add +0.1% | 2,101 | $64K |
| Providence Capital Advisors, LLC | 0.01% | No change | 2,058 | $62K |
| Fairscale Capital, LLC | 0.04% | New | 2,028 | $61K |
| Larson Financial Group LLC | 0.00% | Add +14.3% | 2,013 | $61K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 2,012 | $61K |
| Bayban | 0.05% | No change | 2,000 | $61K |
| Ascentis Independent Advisors | 0.00% | New | 1,950 | $59K |
| Pflug Koory, LLC | 0.03% | Add +0.4% | 1,932 | $59K |
| Lavaca Capital LLC | 0.01% | Add +0.7% | 1,904 | $58K |
| Topsail Wealth Management, LLC | 0.01% | No change | 1,875 | $57K |
| Wellington-Altus USA Inc. | 0.03% | No change | 1,757 | $54K |
| Retiremitten Financial LLC | 0.02% | — | 1,688 | $51K |
| Princeton Global Asset Management LLC | 0.01% | Add +36.6% | 1,608 | $49K |
| SHP Wealth Management | 0.00% | No change | 1,570 | $48K |
| Rossby Financial, LCC | 0.01% | No change | 1,537 | $47K |
| 2UniFi Bank | 0.02% | Reduce -14.8% | 1,510 | $46K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,500 | $45K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,440 | $44K |
| Ankerstar Wealth, LLC | 0.05% | Add +262.2% | 1,427 | $43K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 43,051 | $43K |
| JDM Financial Group LLC | 0.02% | No change | 1,405 | $43K |
| Heritage Wealth Advisors | 0.00% | New | 1,362 | $41K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.1% | 1,354 | $41K |
| Avion Wealth | 0.01% | No change | 1,385 | $41K |
| Howe & Rusling Inc. | 0.00% | Reduce -9.5% | 1,347 | $41K |
| Horizon Kinetics Asset Management LLC | 0.00% | New | 1,326 | $40K |
| Trust Co | 0.00% | Add +261.9% | 1,321 | $40K |
| Synergy Investment Management, LLC | 0.01% | New | 1,276 | $39K |
| Islay Capital Management, LLC | 0.02% | Add +15.0% | 1,150 | $35K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,143 | $35K |
| Financial Consulate, Inc. | 0.00% | Add +14.0% | 1,140 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -8.5% | 1,073 | $33K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -97.7% | 1,050 | $32K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,046 | $32K |
| Bogart Wealth, LLC | 0.00% | No change | 981 | $30K |
| Salomon & Ludwin, LLC | 0.00% | No change | 969 | $29K |
| McIlrath & Eck, LLC | 0.00% | No change | 970 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +8.7% | 940 | $29K |
| Corsicana & Co. | 0.02% | No change | 920 | $28K |
| Front Row Advisors LLC | 0.01% | No change | 919 | $28K |
| Godsey & Gibb, Inc. | 0.00% | No change | 875 | $27K |
| Opal Wealth Advisors, LLC | 0.01% | New | 860 | $26K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -50.9% | 830 | $25K |
| CVA Family Office, LLC | 0.00% | Reduce -31.5% | 828 | $25K |
| Kilter Group LLC | 0.01% | No change | 810 | $25K |
| Portfolio Resources Advisor Group, Inc. | 0.02% | No change | 769 | $23K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 767 | $23K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 745 | $23K |
| 1620 Investment Advisors, Inc. | 0.01% | No change | 700 | $21K |
| Red Reef Advisors LLC | 0.02% | Add +0.6% | 686 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $20K |
| Payden & Rygel | 0.00% | Reduce -65.7% | 670 | $20K |
| Gill Capital Partners, LLC | 0.01% | New | 627 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $18K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 602 | $18K |
| New England Capital Financial Advisors LLC | 0.01% | Add +0.3% | 601 | $18K |
| CoreFirst Bank & Trust | 0.01% | No change | 600 | $18K |
| HM Payson & Co. | 0.00% | Reduce -14.3% | 600 | $18K |
| Capital Analysts, LLC | 0.00% | Reduce -33.6% | 594 | $18K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 500 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 500 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $15K |
| Atwood & Palmer Inc. | 0.00% | Reduce -7.4% | 500 | $15K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 500 | $15K |
| IMA Advisory Services, Inc. | 0.00% | No change | 491 | $15K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 448 | $14K |
| United Community Bank | 0.00% | New | 438 | $13K |
| Byrne Asset Management LLC | 0.01% | No change | 425 | $13K |
| EPG Wealth Management LLC | 0.00% | Add +0.7% | 409 | $12K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 408 | $12K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 400 | $12K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 387 | $12K |
| Winch Advisory Services, LLC | 0.00% | Add +0.8% | 380 | $12K |
| Community Financial Services Group, LLC | 0.00% | New | 379 | $12K |
| Asset Dedication, LLC | 0.00% | New | 350 | $11K |
| Stance Capital LLC | 0.00% | New | 333 | $10K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -49.6% | 320 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -16.9% | 320 | $10K |
| Motco | 0.00% | New | 315 | $10K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +337.5% | 280 | $8K |
| Caitlin John, LLC | 0.00% | No change | 264 | $8K |
| First Command Advisory Services, Inc. | 0.00% | No change | 262 | $8K |
| Syntax Research, Inc. | 0.00% | No change | 255 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 255 | $8K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 205 | $6K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 200 | $6K |
| Strive Financial Group ,LLC | 0.00% | No change | 172 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | New | 160 | $5K |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 158 | $5K |
| Anchor Investment Management, LLC | 0.00% | Add +0.7% | 156 | $5K |
| LRI Investments, LLC | 0.00% | No change | 150 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 150 | $5K |
| Richardson Financial Services Inc. | 0.00% | No change | 147 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 144 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 129 | $4K |
| NFSG Corp | 0.00% | No change | 125 | $4K |
| Coastline Trust Co | 0.00% | Reduce -76.2% | 125 | $4K |
| Park Square Financial Group, LLC | 0.03% | Add +0.0% | 123 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +46.1% | 114 | $3K |
| Beverly Hills Private Wealth, LLC | 0.00% | New | 111 | $3K |
| Bfsg, LLC | 0.00% | No change | 100 | $3K |
| First Community Trust NA | 0.00% | New | 91 | $3K |
| Eukles Asset Management | 0.00% | New | 86 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -55.8% | 80 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 75 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 61 | $2K |
| Granite Investment Partners, LLC | 0.00% | No change | 59 | $2K |
| Burk Holdings LLC | 0.00% | New | 58 | $2K |
| PayPay Securities Corp | 0.06% | Reduce -19.1% | 51 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 48 | $1K |
| Kelleher Financial Advisors | 0.00% | New | 43 | $1K |
| Phillips Financial Management, LLC | 0.00% | No change | 41 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 39 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 38 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 38 | $1K |
| IMG Wealth Management, Inc. | 0.00% | No change | 32 | $975 |
| WPG Advisers, LLC | 0.00% | No change | 30 | $910 |
| Global Wealth Strategies & Associates | 0.00% | No change | 24 | $728 |
| Cornerstone Financial Management LLC | 0.00% | No change | 21 | $637 |
| GHP Investment Advisors, Inc. | 0.00% | New | 13 | $395 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $364 |
| Davis Capital Management | 0.00% | No change | 10 | $309 |
| Dunhill Financial, LLC | 0.00% | New | 6 | $181 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 2 | $61 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 2 | $51 |
| Kingdom Financial Group LLC. | 0.00% | No change | 2 | $51 |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.