iShares Preferred & Income SPFFETF
13F holders, Q2 2026 (June 30)974holders −2
77new positions
75sold out
2famous investors
$30.48avg. 13F price*
At the end of Q2 2026, 974 institutions reported holding iShares Preferred & Income S (PFF) in their 13F filings, down 2 from Q1 2026. 77 opened new positions and 75 sold out. The largest holders were Bank of America Corp. ($700.2M), Morgan Stanley ($477.5M) and Wells Fargo & Company ($259.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $145.8M |
| Exits | 75 | $76.8M |
All 13F filers, Q1 2026 → Q2 2026: 10,515,141 shares bought and 9,099,909 shares sold, net +1,415,232 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 974 holders
| Bank of America Corp. | 0.05% | Add +0.9% | 22,963,937 | $700.2M |
| Morgan Stanley | 0.03% | Add +4.3% | 15,660,870 | $477.5M |
| Wells Fargo & Company | 0.05% | Reduce -10.1% | 8,515,883 | $259.6M |
| LPL Financial LLC | 0.05% | Reduce -0.6% | 7,663,895 | $233.7M |
| UBS Group AG | 0.03% | Add +1.4% | 6,178,759 | $188.4M |
| Royal Bank of Canada | 0.02% | Add +1.1% | 4,297,648 | $131.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.1% | 4,029,258 | $122.9M |
| Mariner, LLC | 0.10% | Reduce -6.5% | 3,203,324 | $97.7M |
| First Interstate Bank | 4.86% | Add +5.3% | 3,052,764 | $93.1M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 2,804,891 | $85.5M |
| Raymond James Financial Inc. | 0.02% | Add +8.0% | 2,329,875 | $71.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.8% | 2,220,498 | $67.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.82% | Add +5.5% | 2,053,250 | $62.6M |
| Truist Financial Corp. | 0.06% | Reduce -6.6% | 1,600,665 | $48.8M |
| Janney Montgomery Scott LLC | 0.09% | New | 1,585,246 | $48.3M |
| Cetera Investment Advisers | 0.04% | Reduce -2.2% | 1,510,618 | $46.1M |
| Fifth Third Bancorp | 0.07% | Reduce -1.3% | 1,500,970 | $45.8M |
| US Bancorp \de | 0.05% | Reduce -4.7% | 1,494,948 | $45.6M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -3.5% | 1,401,024 | $42.7M |
| Greenleaf Trust | 0.39% | Add +5.5% | 1,319,393 | $40.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.76% | Add +0.8% | 1,309,459 | $39.9M |
| Osaic Holdings, Inc. | 0.05% | Add +9.8% | 1,307,900 | $39.9M |
| GDS Wealth Management | 1.72% | Add +12.4% | 1,185,745 | $36.2M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.3% | 1,165,342 | $35.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -21.1% | 1,105,164 | $33.8M |
| Baird Financial Group, Inc. | 0.05% | Add +1.7% | 1,107,089 | $33.8M |
| Stifel Financial Corp. | 0.03% | Add +6.0% | 1,075,976 | $32.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +0.5% | 1,047,946 | $32.0M |
| FUKOKU MUTUAL LIFE INSURANCE Co | 1.70% | No change | 955,500 | $29.1M |
| Cerity Partners LLC | 0.03% | Add +1.6% | 900,451 | $27.5M |
| Hennion & Walsh Asset Management, Inc. | 0.78% | Add +9.0% | 895,614 | $27.3M |
| MAI Capital Management | 0.10% | Reduce -9.8% | 885,212 | $27.0M |
| Steward Partners Investment Advisory, LLC | 0.13% | Reduce -49.5% | 846,800 | $25.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +2.9% | 874,523 | $25.4M |
| Commerce Bank | 0.11% | Reduce -2.3% | 825,814 | $25.2M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.0% | 815,529 | $24.9M |
| Pure Financial Advisors, LLC | 0.28% | Add +6.3% | 722,542 | $22.0M |
| Bard Associates Inc. | 4.69% | Add +0.2% | 693,046 | $21.1M |
| Citigroup Inc. | 0.01% | Add +8.1% | 683,088 | $20.8M |
| SeaBridge Investment Advisors LLC | 2.88% | Add +9.8% | 654,287 | $19.9M |
| Dakota Wealth Management | 0.38% | Reduce -21.6% | 652,995 | $19.9M |
| Northside Capital Management, LLC | 1.55% | Reduce -2.0% | 620,223 | $18.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +14.0% | 611,534 | $18.6M |
| MML Investors Services, LLC | 0.04% | Add +23.0% | 611,250 | $18.6M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -6.1% | 596,777 | $18.2M |
| Keybank National Association | 0.06% | Reduce -4.6% | 585,208 | $17.8M |
| Deutsche Bank AG | 0.01% | No change | 584,595 | $17.8M |
| SWAN Capital LLC | 6.01% | Add +14.1% | 575,662 | $17.6M |
| Markowski Investments | 3.69% | — | 549,635 | $16.8M |
| Independence Financial Advisors, LLC | 4.29% | New | 543,016 | $16.6M |
| Welch & Forbes LLC | 0.19% | Reduce -10.8% | 521,867 | $15.9M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -0.4% | 512,647 | $15.6M |
| Cordoba Advisory Partners LLC | 3.29% | Add +6.2% | 509,545 | $15.5M |
| &partners | 0.06% | Add +2.6% | 504,999 | $15.4M |
| Ballast, Inc. | 2.59% | Add +5.3% | 450,713 | $13.7M |
| NewEdge Advisors, LLC | 0.04% | Add +5.2% | 448,050 | $13.7M |
| Stephens Inc. | 0.15% | Reduce -9.5% | 446,632 | $13.6M |
| Park Avenue Securities LLC | 0.08% | New | 438,413 | $13.4M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Reduce -1.4% | 420,468 | $12.8M |
| Fulton Breakefield Broenniman LLC | 0.73% | Reduce -1.0% | 405,687 | $12.4M |
| Captrust Financial Advisors | 0.02% | Add +5.6% | 404,432 | $12.3M |
| Jones Financial Companies LLLP | 0.00% | Add +5.3% | 406,084 | $12.3M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -17.1% | 400,314 | $12.2M |
| Stratos Wealth Partners, LTD. | 0.12% | Reduce -19.5% | 390,866 | $11.9M |
| Conning Inc. | 0.37% | No change | 390,500 | $11.9M |
| First Citizens Bank & Trust Co. | 0.18% | Reduce -3.2% | 388,438 | $11.8M |
| SBI Securities Co., Ltd. | 0.27% | Reduce -9.1% | 384,915 | $11.7M |
| Collective Family Office LLC | 2.16% | Add +0.5% | 347,077 | $10.6M |
| Stablepoint Partners, LLC | 1.46% | Add +2.1% | 346,842 | $10.6M |
| Bramshill Investments, LLC | 0.80% | Add +581.9% | 344,817 | $10.5M |
| Mountain Hill Investment Partners Corp. | 5.81% | Add +10.9% | 336,638 | $10.3M |
| Focus Partners Wealth | 0.01% | Reduce -8.6% | 320,505 | $9.8M |
| Florida Trust Wealth Management Co | 0.24% | Reduce -5.5% | 319,156 | $9.7M |
| Bank of Montreal | 0.00% | Add +0.5% | 311,098 | $9.5M |
| Prospera Financial Services Inc | 0.13% | Add +13.1% | 300,766 | $9.2M |
| Tanager Wealth Management LLP | 0.79% | Add +59.1% | 297,175 | $9.1M |
| AMG National Trust Bank | 0.18% | Reduce -3.2% | 289,548 | $8.8M |
| Coral Wealth Management, LLC | 7.14% | Add +1471.4% | 285,927 | $8.7M |
| Angeles Wealth Management, LLC | 0.40% | Reduce -0.2% | 284,867 | $8.7M |
| Pinnacle Financial Partners, Inc. | 0.06% | Reduce -7.6% | 278,261 | $8.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -50.7% | 275,574 | $8.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -24.5% | 275,464 | $8.4M |
| Centiva Capital, LP | 0.28% | Add +18.1% | 274,900 | $8.4M |
| Quadrature Capital Ltd | 0.07% | New | 273,666 | $8.3M |
| Rwa Wealth Partners, LLC | 0.08% | Add +19.5% | 261,480 | $8.0M |
| Private Advisor Group, LLC | 0.04% | Add +7.5% | 254,161 | $7.7M |
| Mesirow Financial Investment Management, Inc. | 0.12% | Add +2.3% | 249,354 | $7.6M |
| Cambria Investment Management, L.P. | 0.37% | Add +79.0% | 247,668 | $7.5M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -2.3% | 244,872 | $7.5M |
| Lido Advisors, LLC | 0.03% | Add +2.3% | 237,237 | $7.2M |
| Sykon Capital LLC | 2.23% | New | 237,128 | $7.2M |
| Freedom Day Solutions, LLC | 1.59% | Reduce -12.0% | 236,211 | $7.2M |
| RPg Family Wealth Advisory, LLC | 1.18% | Add +14.2% | 231,957 | $7.1M |
| D.A. Davidson & Co. | 0.04% | Reduce -2.3% | 226,934 | $6.9M |
| Regal Investment Advisors LLC | 0.36% | Reduce -6.0% | 226,182 | $6.9M |
| Risk Paradigm Group, LLC | 5.36% | Add +10.4% | 224,325 | $6.8M |
| Corient Private Wealth LP | 0.01% | Reduce -19.5% | 222,666 | $6.8M |
| Arch Global Advisors, LLC | 2.85% | Add +16.7% | 210,950 | $6.4M |
| Cim, LLC | 0.83% | Add +0.4% | 210,735 | $6.4M |
| DAVENPORT & Co LLC | 0.03% | Reduce -27.0% | 209,275 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +4.3% | 209,019 | $6.4M |
| MassMutual Private Wealth & Trust, FSB | 0.16% | Reduce -1.4% | 205,596 | $6.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +6.8% | 205,499 | $6.3M |
| Cornerstone Financial Group, LLC | 3.86% | Add +2.1% | 205,330 | $6.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.16% | Reduce -2.5% | 198,109 | $6.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +10.4% | 197,799 | $6.0M |
| Blue Fin Capital, Inc. | 0.87% | Add +0.7% | 197,393 | $6.0M |
| Paulson Wealth Management Inc. | 1.27% | Add +3.3% | 196,400 | $6.0M |
| Beacon Harbor Wealth Advisors, Inc. | 1.15% | Add +4.2% | 192,947 | $5.9M |
| Kentucky Trust Co | 2.81% | Add +0.7% | 191,794 | $5.8M |
| Capital Square, LLC | 2.56% | Reduce -18.3% | 190,836 | $5.8M |
| Assetmark, Inc. | 0.01% | Reduce -3.8% | 190,736 | $5.8M |
| Brookstone Capital Management | 0.06% | Add +7.7% | 187,783 | $5.7M |
| Independent Financial Group, LLC | 0.11% | Reduce -2.6% | 186,644 | $5.7M |
| Investors Research Corp | 1.01% | Add +6.4% | 185,703 | $5.7M |
| Alexander Labrunerie & Co., Inc. | 1.96% | Reduce -1.8% | 182,148 | $5.6M |
| Cohen & Steers, Inc. | 0.01% | Add +217.4% | 180,715 | $5.5M |
| Quest Investment Management LLC | 0.63% | No change | 177,000 | $5.4M |
| Creative Planning | 0.00% | Add +0.6% | 173,537 | $5.3M |
| Farrow Financial, Inc. | 2.80% | Add +15.7% | 171,879 | $5.2M |
| Savant Capital, LLC | 0.02% | New | 169,592 | $5.2M |
| BOS Asset Management, LLC | 1.18% | Add +0.0% | 166,763 | $5.1M |
| Chesapeake Capital Corp. | 2.72% | Add +100.7% | 164,858 | $5.0M |
| Tidal Investments LLC | 0.01% | Add +100.7% | 164,858 | $5.0M |
| Alerus Financial NA | 0.21% | New | 159,753 | $4.9M |
| Oppenheimer & Co. Inc. | 0.05% | Add +3.6% | 157,305 | $4.8M |
| Eagle Harbor Asset Management Inc. | 3.72% | Add +18.7% | 155,397 | $4.7M |
| Centaurus Financial, Inc. | 0.18% | Reduce -5.5% | 154,729 | $4.7M |
| Insight Wealth Strategies, LLC | 0.46% | Reduce -31.4% | 154,475 | $4.7M |
| Knightsbridge Asset Management, LLC | 0.61% | Reduce -19.4% | 152,552 | $4.7M |
| Brindle & Bay Financial Advisors, LLC | 2.23% | Add +8.1% | 146,044 | $4.5M |
| Financial Advisory Partners, LLC | 1.15% | Reduce -3.8% | 143,749 | $4.4M |
| Compass Financial Management LLC | 0.53% | — | 142,205 | $4.4M |
| Waverly Advisors, LLC | 0.03% | Add +1.2% | 142,061 | $4.3M |
| Logan Stone Capital, LLC | 0.91% | New | 140,725 | $4.3M |
| Invictus Private Wealth, LLC | 0.23% | Add +18.6% | 140,447 | $4.3M |
| Cypress Wealth Services, LLC | 0.53% | Reduce -0.6% | 140,409 | $4.3M |
| Apella Capital, LLC | 0.06% | Reduce -2.3% | 138,534 | $4.2M |
| Bank of Stockton | 1.17% | Reduce -0.9% | 136,819 | $4.2M |
| Advyzon Investment Management, LLC | 0.30% | Add +436.8% | 136,177 | $4.2M |
| Alliancebernstein L.P. | 0.00% | Reduce -25.2% | 136,488 | $4.1M |
| XML Financial, LLC | 0.30% | Reduce -1.2% | 135,552 | $4.1M |
| Zacks Investment Management | 0.03% | Reduce -29.8% | 135,316 | $4.1M |
| Perennial Advisors, LLC | 0.64% | Add +1.3% | 135,297 | $4.1M |
| Wealth Advisory Solutions, LLC | 0.84% | Add +19.1% | 134,120 | $4.1M |
| Summit Financial, LLC | 0.04% | Add +18.4% | 132,301 | $4.0M |
| CreativeOne Wealth, LLC | 0.09% | Add +38.1% | 131,833 | $4.0M |
| Equitable Holdings, Inc. | 0.02% | Reduce -5.8% | 127,478 | $3.9M |
| White Pine Capital LLC | 0.92% | Reduce -6.3% | 127,304 | $3.9M |
| Jackson, Grant Investment Advisers, Inc. | 1.20% | Reduce -2.7% | 127,007 | $3.9M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -13.0% | 127,007 | $3.9M |
| Renaissance Technologies | 0.01% | New | 125,400 | $3.8M |
| Integrated Advisors Network LLC | 0.18% | Add +6.4% | 125,012 | $3.8M |
| Sagace Wealth Management LLC | 2.41% | Reduce -1.8% | 125,010 | $3.8M |
| First American Trust, FSB | 0.23% | Add +4.2% | 123,280 | $3.8M |
| Wedbush Securities Inc. | 0.10% | Add +0.1% | 123,077 | $3.8M |
| Nicolet Bankshares Inc. | 0.12% | Reduce -11.2% | 122,869 | $3.7M |
| Global Retirement Partners, LLC | 0.06% | — | 122,492 | $3.7M |
| Arkadios Wealth Advisors | 0.06% | Add +10.2% | 122,168 | $3.7M |
| Old National Bancorp | 0.07% | Add +13.6% | 121,657 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.0% | 121,464 | $3.7M |
| Donaldson Capital Management, LLC | 0.10% | Add +124.5% | 119,999 | $3.7M |
| Bessemer Group Inc. | 0.01% | Reduce -9.8% | 119,561 | $3.6M |
| Atria Investments, Inc | 0.04% | Add +46.2% | 119,435 | $3.6M |
| D L Carlson Investment Group Inc. | 0.58% | Add +4.7% | 118,649 | $3.6M |
| Hilltop Holdings Inc. | 0.29% | Add +691.5% | 116,282 | $3.5M |
| Curbstone Financial Management Corp | 0.60% | Reduce -3.3% | 115,863 | $3.5M |
| Merit Financial Group, LLC | 0.02% | Add +205.2% | 115,434 | $3.5M |
| Community Bank, N.A. | 0.37% | Reduce -0.5% | 113,132 | $3.4M |
| Arkos Global Advisors | 0.41% | Add +10.0% | 112,693 | $3.4M |
| RFG Advisory, LLC | 0.05% | Add +0.8% | 112,527 | $3.4M |
| Aletheian Wealth Advisors LLC | 1.46% | Add +11.4% | 111,820 | $3.4M |
| Shulman DeMeo Asset Management LLC | 0.63% | Reduce -0.3% | 110,608 | $3.4M |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -8.3% | 110,422 | $3.4M |
| Opus Investment Management Inc. | 1.83% | New | 109,725 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +1.6% | 108,778 | $3.3M |
| Houlihan Financial Resource Group, Ltd. | 1.18% | Reduce -0.9% | 108,482 | $3.3M |
| Amicus Financial Advisors, LLC | 0.81% | Add +3.1% | 108,339 | $3.3M |
| Aprio Wealth Management, LLC | 0.16% | Add +6.5% | 108,135 | $3.3M |
| Winthrop Partners - WNY, LLC | 1.61% | Add +3.9% | 106,483 | $3.2M |
| Parallel Advisors, LLC | 0.05% | Reduce -1.7% | 104,356 | $3.2M |
| Crews Bank & Trust | 0.40% | Add +4.7% | 100,810 | $3.1M |
| Montis Financial, LLC | 0.62% | Reduce -4.4% | 99,836 | $3.0M |
| Insigneo Advisory Services, LLC | 0.11% | Reduce -5.9% | 99,787 | $3.0M |
| Meridian Wealth Management, LLC | 0.09% | Add +47.8% | 99,469 | $3.0M |
| HUB Investment Partners, LLC | 0.06% | Reduce -1.0% | 98,183 | $3.0M |
| WJ Financial Advisors LLC | 2.19% | Reduce -1.0% | 97,889 | $3.0M |
| Liberty Capital Management, Inc. | 0.51% | — | 97,748 | $3.0M |
| Harbour Investments, Inc. | 0.04% | Add +0.4% | 97,720 | $3.0M |
| Sterling Investment Advisors, Ltd. | 0.50% | Add +1.4% | 97,573 | $3.0M |
| Intrepid Financial Planning Group LLC | 1.00% | Reduce -12.7% | 96,966 | $3.0M |
| Platform Technology Partners | 0.48% | No change | 96,454 | $2.9M |
| Post Resch Tallon Group Inc. | 2.01% | Add +1.8% | 95,296 | $2.9M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -6.3% | 93,858 | $2.9M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +8.1% | 93,368 | $2.8M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +20.9% | 93,191 | $2.8M |
| Crown Oak Advisors, LLC | 1.30% | Add +271.6% | 91,678 | $2.8M |
| Sierra Capital LLC | 0.27% | Reduce -0.6% | 90,996 | $2.8M |
| Falcon Wealth Planning | 0.17% | Add +168.9% | 90,684 | $2.8M |
| NBT Bank, N.A. | 0.18% | Add +2.1% | 89,871 | $2.7M |
| Infinity Wealth Counsel, LLC | 2.21% | Add +12.8% | 89,779 | $2.7M |
| Sharper & Granite LLC | 0.85% | Add +0.3% | 89,765 | $2.7M |
| Mgo One Seven LLC | 0.04% | Add +1.0% | 89,334 | $2.7M |
| TCTC Holdings, LLC | 0.07% | No change | 88,647 | $2.7M |
| Roman Butler Fullerton & Co. | 0.64% | Reduce -4.2% | 88,690 | $2.7M |
| Congress Asset Management Co. | 0.02% | Reduce -5.5% | 87,923 | $2.7M |
| Graetz Wealth LLC | 2.14% | Add +8.9% | 87,802 | $2.7M |
| RMR Capital Management, LLC | 1.84% | Reduce -0.5% | 87,427 | $2.7M |
| Arax Advisory Partners | 0.02% | Add +335.1% | 87,005 | $2.7M |
| Winthrop Capital Management, LLC | 0.64% | Reduce -0.8% | 86,643 | $2.6M |
| Smith Shellnut Wilson LLC | 0.99% | Reduce -0.7% | 86,449 | $2.6M |
| Tran Capital Management, L.P. | 0.30% | Reduce -5.0% | 86,278 | $2.6M |
| Allworth Financial LP | 0.01% | Reduce -6.4% | 86,243 | $2.6M |
| Destination Wealth Management | 0.06% | Add +8.7% | 86,225 | $2.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -35.1% | 85,679 | $2.6M |
| Legacy Capital Wealth Partners, LLC | 0.50% | Add +5.7% | 85,513 | $2.6M |
| Mutual Advisors, LLC | 0.05% | Reduce -2.0% | 85,413 | $2.6M |
| Mount Lucas Management LP | 0.93% | Add +0.8% | 85,186 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.24% | Reduce -2.1% | 84,961 | $2.6M |
| Talon Private Wealth, LLC | 0.30% | Add +44.1% | 84,060 | $2.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.8% | 81,058 | $2.5M |
| Atlantic Edge Private Wealth Management, LLC | 0.51% | Reduce -4.8% | 80,947 | $2.5M |
| Peoples Bank | 2.39% | Reduce -0.6% | 80,747 | $2.5M |
| Guggenheim Capital LLC | 0.02% | Add +21.5% | 80,363 | $2.5M |
| Berkeley Capital Partners, LLC | 0.50% | Add +17.8% | 80,305 | $2.4M |
| Armstrong Advisory Group, Inc. | 0.15% | Add +7.5% | 79,209 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.11% | Add +3.3% | 78,721 | $2.4M |
| Courier Capital LLC | 0.12% | Reduce -6.6% | 77,894 | $2.4M |
| Schroder Investment Management Group | 0.00% | Reduce -20.6% | 76,724 | $2.3M |
| Palouse Capital Management, Inc. | 1.55% | Reduce -1.4% | 76,377 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -16.6% | 75,058 | $2.3M |
| Three Bearings Fiduciary Advisors, Inc. | 2.04% | Add +2.6% | 74,617 | $2.3M |
| Ballentine Partners, LLC | 0.03% | No change | 74,605 | $2.3M |
| Dumont & Blake Investment Advisors LLC | 0.51% | Reduce -4.2% | 74,289 | $2.3M |
| Burke & Herbert Bank & Trust Co. | 0.56% | Add +0.7% | 73,515 | $2.2M |
| Disciplined Investments, LLC | 0.72% | Add +0.5% | 73,230 | $2.2M |
| MMBG Investment Advisors Co. | 0.18% | No change | 73,205 | $2.2M |
| Trivium Point Advisory, LLC | 0.20% | New | 73,136 | $2.2M |
| FOCUS Wealth Advisors, LLC | 1.03% | Add +3.4% | 72,989 | $2.2M |
| Capstone Wealth Management Group, Inc. | 1.30% | — | 70,806 | $2.2M |
| Duncker Streett & Co. Inc. | 0.36% | Reduce -3.0% | 70,136 | $2.1M |
| Fragasso Financial Advisors Inc | 0.11% | Reduce -2.6% | 70,135 | $2.1M |
| Procyon Advisors, LLC | 0.09% | Reduce -4.4% | 69,736 | $2.1M |
| Arista Wealth Management, LLC | 0.23% | Add +2.8% | 69,716 | $2.1M |
| DT Investment Partners, LLC | 0.16% | Reduce -12.8% | 68,414 | $2.1M |
| Rothschild Investment LLC | 0.08% | Reduce -3.2% | 68,385 | $2.1M |
| Whitener Capital Management, Inc. | 0.44% | Add +18.8% | 68,077 | $2.1M |
| Clearbridge Investments, LLC | 0.00% | Add +9.4% | 68,016 | $2.1M |
| Blue Edge Capital, LLC | 0.25% | New | 67,832 | $2.1M |
| Crewe Advisors LLC | 0.15% | Add +4.7% | 67,621 | $2.1M |
| Brighton Jones LLC | 0.04% | Add +20.9% | 67,309 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 67,184 | $2.0M |
| SouthState Bank Corp | 0.09% | Reduce -6.5% | 67,141 | $2.0M |
| Stronghold Wealth Management L.L.C. | 2.72% | Add +5.4% | 66,681 | $2.0M |
| SP Asset Management LLC | 0.16% | Reduce -38.1% | 66,253 | $2.0M |
| Ibex Wealth Advisors | 0.16% | Add +0.4% | 65,754 | $2.0M |
| HSBC Holdings PLC | 0.00% | Reduce -5.7% | 65,749 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -1.7% | 65,144 | $2.0M |
| St Germain D J Co. Inc. | 0.07% | Reduce -2.5% | 64,754 | $2.0M |
| Powell Investment Advisors, LLC | 0.62% | Add +12.8% | 64,624 | $2.0M |
| Farrell Financial LLC | 1.06% | Add +2.8% | 64,570 | $2.0M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -1.1% | 64,565 | $2.0M |
| AQR Capital Management | 0.00% | Reduce -5.8% | 63,721 | $1.9M |
| Keynote Financial Services LLC | 0.91% | Add +20.4% | 63,189 | $1.9M |
| Level Four Advisory Services, LLC | 0.05% | Reduce -27.4% | 63,177 | $1.9M |
| Checchi Capital Advisers, LLC | 0.12% | Reduce -1.0% | 63,141 | $1.9M |
| Wendell David Associates Inc. | 0.20% | No change | 63,062 | $1.9M |
| Greenwood Capital Associates LLC | 0.19% | Reduce -1.3% | 62,930 | $1.9M |
| AlphaCore Capital LLC | 0.04% | Reduce -12.7% | 62,857 | $1.9M |
| Fell Capital Management | 1.57% | Reduce -2.9% | 60,984 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +22.3% | 60,946 | $1.9M |
| Hohimer Wealth Management, LLC | 0.19% | Add +4.7% | 60,486 | $1.8M |
| Thrive Capital Management, LLC | 0.34% | Add +7.8% | 59,663 | $1.8M |
| Fagan Associates, Inc. | 0.22% | Reduce -0.6% | 59,217 | $1.8M |
| OpenArc Corporate Advisory, LLC | 0.02% | Reduce -23.1% | 58,584 | $1.8M |
| Grey Ledge Advisors, LLC | 0.35% | Reduce -7.7% | 57,758 | $1.8M |
| Shufro Rose & Co. LLC | 0.10% | Reduce -5.3% | 57,475 | $1.8M |
| Charles Schwab Trust Co | 0.10% | Add +8.1% | 57,399 | $1.8M |
| Paller Financial Services Inc | 1.29% | New | 56,700 | $1.7M |
| Advisory Services Network, LLC | 0.02% | Add +4.4% | 56,656 | $1.7M |
| SS&H Financial Advisors, Inc. | 0.44% | — | 56,325 | $1.7M |
| Cassady Wealth & Retirement Planning, LLC | 0.80% | Add +14.8% | 56,257 | $1.7M |
| Sage Investment Advisers LLC | 1.14% | Add +61.6% | 55,595 | $1.7M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.7% | 55,475 | $1.7M |
| Sax Wealth Advisors, LLC | 0.07% | Add +72.1% | 55,381 | $1.7M |
| Sound View Wealth Advisors Group, LLC | 0.10% | Add +0.2% | 55,024 | $1.7M |
| HFG Advisors, Inc. | 1.04% | Reduce -0.9% | 54,893 | $1.7M |
| Mathes Company, Inc. | 0.51% | No change | 53,850 | $1.6M |
| VestGen Advisors, LLC | 0.05% | Add +28.7% | 53,770 | $1.6M |
| Chicago Partners Investment Group LLC | 0.03% | Add +6.1% | 54,298 | $1.6M |
| Midwest Trust Co | 0.02% | Reduce -1.6% | 53,605 | $1.6M |
| Noesis Capital Mangement Corp. | 0.20% | Add +2.3% | 53,464 | $1.6M |
| Principal Securities, Inc. | 0.02% | Add +2.5% | 53,333 | $1.6M |
| Blair William & Co. | 0.00% | Reduce -3.9% | 52,946 | $1.6M |
| Curi Capital, LLC | 0.02% | Reduce -8.4% | 52,469 | $1.6M |
| Rainey & Randall Wealth Advisors Inc. | 0.23% | Add +161.5% | 51,632 | $1.6M |
| Sei Investments Co. | 0.00% | Reduce -6.8% | 51,604 | $1.6M |
| Private Client Services, LLC | 0.41% | Add +6.4% | 51,532 | $1.6M |
| First Commonwealth Financial Corp | 0.22% | No change | 51,045 | $1.6M |
| McRae Capital Management Inc. | 0.30% | Reduce -2.0% | 50,646 | $1.5M |
| Aviance Capital Partners, LLC | 0.16% | Add +2.4% | 50,500 | $1.5M |
| Tudor Financial Inc. | 0.69% | Add +1.5% | 50,176 | $1.5M |
| Calton & Associates, Inc. | 0.22% | Reduce -12.4% | 50,100 | $1.5M |
| Bowie Capital Management, LLC | 0.08% | Add +51.5% | 50,000 | $1.5M |
| Fogel Capital Management, Inc. | 0.61% | Add +0.5% | 49,997 | $1.5M |
| Palogic Value Management, L.P. | 0.55% | Reduce -0.6% | 49,993 | $1.5M |
| Somerset Trust Co | 0.43% | Add +0.6% | 49,933 | $1.5M |
| Atlas Private Wealth Advisors | 0.33% | No change | 49,917 | $1.5M |
| IFG Advisory, LLC | 0.05% | New | 49,865 | $1.5M |
| Ariadne Wealth Management, LP | 0.67% | No change | 49,850 | $1.5M |
| Aventus Investment Advisors, Inc. | 1.11% | Add +1.8% | 49,599 | $1.5M |
| Bath Savings Trust Co | 0.15% | Reduce -7.5% | 48,607 | $1.5M |
| Sunbeam Capital Management, LLC | 0.67% | Add +0.0% | 48,431 | $1.5M |
| Western Wealth Management, LLC | 0.05% | Add +14.5% | 48,098 | $1.5M |
| Voya Investment Management LLC | 0.00% | Add +92.0% | 48,000 | $1.5M |
| Carson Advisory Inc. | 0.67% | Reduce -0.8% | 47,950 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.5% | 47,665 | $1.5M |
| Belpointe Asset Management LLC | 0.05% | Add +4.8% | 47,589 | $1.5M |
| First National Trust Co | 0.05% | Add +8.2% | 47,382 | $1.4M |
| Financial Insights, Inc. | 0.39% | Add +5.3% | 47,116 | $1.4M |
| Arcataur Capital Management LLC | 0.36% | Reduce -2.0% | 47,032 | $1.4M |
| IFP Advisors, Inc | 0.03% | Add +7.1% | 46,412 | $1.4M |
| Money Concepts Capital Corp. | 0.07% | Reduce -0.2% | 46,205 | $1.4M |
| Matrix Private Capital Group LLC | 0.61% | Reduce -2.9% | 46,175 | $1.4M |
| Jacobi Capital Management LLC | 0.07% | Reduce -5.7% | 45,683 | $1.4M |
| Valtrion Capital Management, LLC | 1.03% | Add +17.3% | 45,545 | $1.4M |
| Cordatus Wealth Management LLC | 0.30% | Reduce -3.3% | 45,239 | $1.4M |
| Fortis Group Advisors, LLC | 0.22% | Reduce -2.3% | 44,984 | $1.4M |
| Daymark Wealth Partners, LLC | 0.03% | New | 44,612 | $1.4M |
| FC Advisory LLC | 0.36% | Reduce -4.1% | 44,339 | $1.4M |
| Asset Advisory Group, Inc. | 0.59% | Add +0.8% | 44,082 | $1.3M |
| Guardian Capital, LLC | 1.10% | Add +328.4% | 44,048 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -15.8% | 44,020 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.6% | 43,993 | $1.3M |
| Cornerstone Advisors Asset Management, LLC | 0.17% | Reduce -3.5% | 43,644 | $1.3M |
| KOM Wealth Management Group, LLC | 0.80% | Add +23.3% | 43,473 | $1.3M |
| Lanark Financial, Inc. | 0.09% | Add +2.9% | 43,381 | $1.3M |
| Joseph P. Lucia & Associates, LLC | 0.40% | Reduce -7.8% | 43,129 | $1.3M |
| Connecticut Wealth Management, LLC | 0.05% | Reduce -23.2% | 42,940 | $1.3M |
| Cadent Capital Advisors, LLC | 0.27% | Add +8.5% | 41,982 | $1.3M |
| Balanced Wealth Group LLC | 0.40% | Add +24.5% | 41,850 | $1.3M |
| Xcelsior Advisor Partners LLC | 0.17% | Reduce -2.4% | 41,680 | $1.3M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +8.2% | 41,264 | $1.3M |
| Essex Financial Services, Inc. | 0.06% | Reduce -5.4% | 41,214 | $1.3M |
| CMH Wealth Management LLC | 0.19% | Reduce -22.4% | 40,350 | $1.2M |
| Providence First Trust Co | 0.34% | Reduce -8.9% | 40,234 | $1.2M |
| Vines Capital Management, LLC | 1.00% | Reduce -0.3% | 40,034 | $1.2M |
| Colony Family Offices, LLC | 0.27% | Add +30.7% | 39,960 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +202.7% | 39,949 | $1.2M |
| Texas Bank & Trust Co | 0.40% | Add +6.3% | 39,802 | $1.2M |
| Cannon Wealth Management Services, LLC | 0.66% | Reduce -8.9% | 39,743 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +169.2% | 39,696 | $1.2M |
| Citizens Financial Group Inc. | 0.01% | Add +18.5% | 39,033 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Reduce -13.3% | 39,003 | $1.2M |
| City Holding Co. | 0.13% | Reduce -3.5% | 39,007 | $1.2M |
| SVB Wealth LLC | 0.07% | Add +9.3% | 38,886 | $1.2M |
| Laurel Oak Wealth Management, LLC | 0.17% | Reduce -1.7% | 38,716 | $1.2M |
| Seamount Financial Group Inc. | 0.47% | Add +6.4% | 38,592 | $1.2M |
| Apollon Wealth Management, LLC | 0.01% | Add +15.7% | 38,539 | $1.2M |
| Jefferies Financial Group Inc. | 0.01% | Add +11.8% | 38,357 | $1.2M |
| Global Assets Advisory, LLC | 0.25% | New | 38,117 | $1.2M |
| New England Private Wealth Advisors LLC | 0.11% | Add +3.3% | 38,464 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -14.5% | 37,929 | $1.2M |
| IMA Advisory Services, Inc. | 0.07% | Add +7613.2% | 37,872 | $1.2M |
| Canandaigua National Bank & Trust Co. | 0.10% | — | 37,814 | $1.2M |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -63.8% | 37,794 | $1.2M |
| CGN Advisors LLC | 0.08% | Add +0.7% | 37,538 | $1.1M |
| Pettyjohn, Wood & White, Inc. | 0.17% | Reduce -2.6% | 37,469 | $1.1M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +10.4% | 37,234 | $1.1M |
| Primoris Wealth Advisors, LLC | 0.52% | Reduce -2.5% | 37,046 | $1.1M |
| Etesian Wealth Advisors, Inc. | 0.33% | Reduce -6.9% | 36,592 | $1.1M |
| Montecito Bank & Trust | 0.17% | No change | 36,372 | $1.1M |
| Wealthcare Capital Partners, LLC | 0.46% | Add +16.5% | 36,298 | $1.1M |
| Signature Equity Partners, LLC | 0.51% | Add +0.7% | 36,208 | $1.1M |
| PFG Advisors | 0.06% | Add +0.9% | 36,032 | $1.1M |
| Kovack Advisors, Inc. | 0.05% | Reduce -1.6% | 35,756 | $1.1M |
| World Investment Advisors | 0.02% | Reduce -10.1% | 35,682 | $1.1M |
| Northwest Bancshares, Inc. | 0.19% | Reduce -6.9% | 35,435 | $1.1M |
| Focus Financial Network, Inc. | 0.03% | Reduce -1.8% | 35,190 | $1.1M |
| TRUE Private Wealth Advisors | 0.09% | Reduce -25.2% | 35,074 | $1.1M |
| Prairiewood Capital, LLC | 0.28% | Add +8.6% | 34,975 | $1.1M |
| Ameritas Advisory Services, LLC | 0.02% | Add +264.2% | 34,735 | $1.1M |
| Romano Brothers and Company | 0.11% | Reduce -1.1% | 34,721 | $1.1M |
| Rosenberg Matthew Hamilton | 0.19% | Add +4.7% | 34,269 | $1.0M |
| Lodestar Private Asset Management LLC | 0.09% | Add +1.7% | 34,250 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -18.8% | 34,041 | $1.0M |
| Rockingstone Advisors LLC | 0.41% | Reduce -7.8% | 33,692 | $1.0M |
| Bank of Marin | 0.71% | Add +3.6% | 33,556 | $1.0M |
| CMG Global Holdings, LLC | 0.43% | Reduce -0.6% | 33,528 | $1.0M |
| Cordgrass Capital Advisors, LLC | 0.38% | Reduce -34.2% | 33,518 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +32.1% | 33,393 | $1.0M |
| FWL Investment Management, LLC | 0.19% | Add +15.9% | 33,278 | $1.0M |
| Realta Investment Advisors | 0.31% | Add +0.1% | 33,211 | $1.0M |
| Wolverine Asset Management LLC | 0.05% | New | 33,015 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.04% | Add +5.9% | 32,968 | $1.0M |
| ForthRight Wealth Management, LLC | 0.26% | Reduce -9.2% | 32,917 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -8.9% | 32,727 | $998K |
| Ipswich Investment Management Co., Inc. | 0.21% | Reduce -4.4% | 32,364 | $987K |
| Telos Capital Management, Inc. | 0.09% | Add +0.6% | 32,338 | $986K |
| Invenio Wealth Partners LLC | 0.35% | Reduce -3.6% | 32,330 | $986K |
| Fifth Third Securities, Inc. | 0.06% | New | 32,320 | $985K |
| Haverford Trust Co | 0.01% | Add +5.2% | 32,305 | $985K |
| V2 Financial group LLC | 0.36% | Add +2.3% | 32,125 | $979K |
| Yorktown Management & Research Co Inc | 0.60% | No change | 32,000 | $976K |
| Summit Financial Wealth Advisors, LLC | 0.12% | Reduce -95.3% | 31,983 | $975K |
| Ethos Financial Group, LLC | 0.07% | No change | 32,357 | $974K |
| Accel Wealth Management | 0.22% | Reduce -6.6% | 31,827 | $970K |
| Two Sigma Securities, LLC | 0.08% | Add +46.9% | 31,681 | $966K |
| Woodmont Investment Counsel LLC | 0.05% | No change | 31,404 | $958K |
| KG Capital Management | 0.57% | Add +24.4% | 31,213 | $952K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.8% | 31,199 | $951K |
| Bank of New York Mellon Corp | 0.00% | Add +7.1% | 31,191 | $951K |
| Boston Research & Management Inc. | 0.21% | Reduce -1.4% | 31,100 | $948K |
| Titleist Asset Management, LLC | 0.06% | Reduce -7.4% | 30,915 | $943K |
| King Wealth Management Group | 0.10% | Reduce -1.1% | 30,906 | $942K |
| Rik Saylor Financial, Inc. | 0.62% | Add +0.7% | 30,870 | $941K |
| North Forty Two & Co. | 0.80% | Reduce -11.1% | 30,736 | $937K |
| Fortis Capital Advisors, LLC | 0.10% | Add +18.5% | 30,553 | $932K |
| Fiduciary Alliance LLC | 0.06% | Add +7.7% | 30,509 | $930K |
| Blue Trust, Inc. | 0.01% | Reduce -0.1% | 30,493 | $930K |
| Modern Wealth Management, LLC | 0.01% | New | 30,421 | $928K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -9.6% | 30,264 | $923K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -4.8% | 30,151 | $919K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -2.9% | 30,055 | $916K |
| Oakmont Advisory Group, LLC | 0.76% | Add +6.6% | 29,781 | $908K |
| Howard Wealth Management, LLC | 0.34% | Reduce -4.5% | 29,780 | $908K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -22.5% | 29,680 | $905K |
| Foundations Investment Advisors, LLC | 0.01% | New | 29,590 | $902K |
| GWN Securities Inc. | 0.15% | Add +0.1% | 29,556 | $901K |
| PFG Investments, LLC | 0.03% | Reduce -9.5% | 29,493 | $899K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +0.7% | 29,355 | $895K |
| Investment Advisory Group, LLC | 0.19% | Add +0.3% | 29,317 | $894K |
| Culbertson A N & Co. Inc. | 0.10% | Reduce -9.6% | 29,192 | $890K |
| Sigma Planning Corp | 0.02% | Add +47.6% | 29,077 | $887K |
| Surience Private Wealth LLC | 0.78% | New | 28,976 | $883K |
| Wesbanco Bank Inc. | 0.02% | Reduce -9.7% | 28,963 | $883K |
| M&T Bank Corp | 0.00% | Reduce -4.7% | 28,850 | $880K |
| HCR Wealth Advisors | 0.08% | No change | 28,769 | $877K |
| Northern Trust Corp. | 0.00% | Add +109.3% | 28,728 | $876K |
| Advisors Asset Management, Inc. | 0.01% | Add +3.4% | 28,630 | $873K |
| Franklin Resources Inc. | 0.00% | Reduce -18.1% | 28,630 | $873K |
| William Howard & Co Financial Advisors Inc | 0.67% | Add +0.9% | 28,454 | $868K |
| Private Trust Co. NA | 0.07% | Reduce -3.2% | 28,191 | $860K |
| CWA Asset Management Group, LLC | 0.03% | Add +198.3% | 28,161 | $859K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.13% | No change | 28,131 | $858K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.9% | 28,110 | $857K |
| Resurgent Financial Advisors LLC | 0.24% | Add +4.7% | 27,839 | $849K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +6.9% | 27,684 | $844K |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -2.5% | 27,389 | $835K |
| SageView Advisory Group, LLC | 0.03% | Reduce -1.9% | 27,345 | $834K |
| Signal Advisors Wealth, LLC | 0.04% | Add +51.9% | 27,051 | $825K |
| Bellecapital International Ltd. | 0.13% | No change | 27,000 | $823K |
| Choreo, LLC | 0.01% | Reduce -0.3% | 26,645 | $812K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.6% | 26,482 | $807K |
| Northstar Advisory Group, LLC | 0.25% | Add +0.1% | 26,331 | $803K |
| Caldwell Trust Co | 0.06% | Reduce -2.3% | 26,260 | $801K |
| Vista Finance, LLC | 0.45% | New | 26,230 | $800K |
| Cowa, LLC | 0.21% | Add +3.0% | 25,979 | $792K |
| WealthTrust Asset Management, LLC | 0.43% | Reduce -4.3% | 25,972 | $792K |
| Capital Fund Management S.A. | 0.01% | Add +11.1% | 25,944 | $791K |
| Sowa Financial Group, Inc. | 0.37% | Reduce -48.1% | 25,896 | $790K |
| Red Spruce Capital, LLC | 0.27% | No change | 25,677 | $783K |
| Elser Financial Planning, Inc | 0.03% | Add +94.2% | 25,538 | $779K |
| Invst, LLC | 0.08% | Add +8.8% | 25,530 | $778K |
| Banque Transatlantique SA | 0.02% | New | 25,437 | $776K |
| PUREfi Wealth, LLC | 0.42% | Add +18.8% | 25,283 | $771K |
| Orcam Financial Group | 0.38% | Reduce -22.8% | 25,264 | $770K |
| FAS Wealth Partners, Inc. | 0.04% | Add +1.1% | 25,220 | $769K |
| Marex Group Ltd | 0.01% | New | 25,200 | $768K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -70.3% | 25,150 | $767K |
| Rebalance, LLC | 0.04% | Add +1.6% | 24,907 | $759K |
| Boyd Watterson Asset Management LLC | 0.20% | No change | 24,846 | $758K |
| TPG Advisors LLC | 0.40% | Add +35.7% | 24,110 | $735K |
| Whittier Trust Co. | 0.01% | Reduce -1.1% | 23,882 | $734K |
| GFS Advisors, LLC | 0.08% | New | 3,400 | $731K |
| Harbor Advisory Corp. | 0.19% | Reduce -27.1% | 23,858 | $727K |
| Kane Co Wealth Management, Inc. | 0.55% | Reduce -8.7% | 23,823 | $726K |
| Integris Wealth Management, LLC | 0.15% | Add +1.4% | 23,820 | $726K |
| Spire Wealth Management | 0.02% | Reduce -11.5% | 23,809 | $726K |
| Fca Corp. | 0.18% | Add +3.7% | 23,744 | $724K |
| O'ROURKE & COMPANY, Inc | 0.25% | Reduce -1.1% | 23,641 | $721K |
| Verity Asset Management, Inc. | 0.27% | Add +0.2% | 23,549 | $718K |
| TD Waterhouse Canada Inc. | 0.00% | Add +26.0% | 23,528 | $717K |
| Texas Yale Capital Corp. | 0.02% | Add +7.4% | 23,461 | $715K |
| Mma Asset Management LLC | 0.23% | Reduce -2.8% | 23,454 | $715K |
| William John Sempolinski | 0.29% | Reduce -40.0% | 23,279 | $710K |
| Cornerstone Capital, Inc. | 0.06% | No change | 23,155 | $706K |
| JPL Wealth Management, LLC | 0.14% | Add +176.2% | 23,016 | $702K |
| Sidoxia Capital Management, LLC | 0.51% | Add +1.1% | 22,997 | $701K |
| Breachway Investments LLC | 1.05% | No change | 22,944 | $700K |
| Alpha Omega Wealth Management LLC | 0.11% | Add +1.1% | 22,925 | $699K |
| Princeton Capital Management LLC | 0.16% | Add +1.9% | 22,906 | $698K |
| Fiera Capital Corp | 0.00% | No change | 22,449 | $684K |
| Hillsdale Investment Management Inc. | 0.02% | Reduce -25.3% | 22,340 | $681K |
| Pacific Center for Financial Services | 0.15% | Add +1.3% | 22,266 | $679K |
| Aire Advisors, LLC | 0.11% | Reduce -6.6% | 22,182 | $676K |
| Advisory Solutions Group, LLC | 0.23% | — | 21,916 | $668K |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.0% | 21,915 | $668K |
| Tred Avon Family Wealth, LLC | 0.20% | No change | 21,685 | $661K |
| Grandview Asset Management LLC | 0.16% | Reduce -10.2% | 21,675 | $661K |
| Busey Bank | 0.02% | Reduce -6.5% | 21,645 | $660K |
| Pennsylvania Capital Management Inc. | 0.17% | No change | 21,590 | $658K |
| Carret Asset Management, LLC | 0.06% | Add +2.7% | 21,572 | $658K |
| IHT Wealth Management, LLC | 0.01% | Reduce -16.4% | 21,561 | $657K |
| McAdam, LLC | 0.03% | Reduce -12.7% | 21,323 | $650K |
| Crabel Capital Management, LLC | 0.47% | New | 21,052 | $642K |
| Unify Financial Advisors | 0.59% | Reduce -28.6% | 21,034 | $641K |
| Asset Allocation & Management Company, LLC | 0.21% | No change | 21,000 | $640K |
| LongView Wealth Management | 0.16% | Reduce -8.0% | 20,697 | $631K |
| LOM Asset Management Ltd | 0.16% | Reduce -22.5% | 20,680 | $631K |
| City State Bank | 0.14% | Add +11.9% | 20,665 | $630K |
| Sincerus Advisory, LLC | 0.43% | Reduce -0.7% | 20,630 | $629K |
| Ehrlich Financial Group | 0.32% | Add +9.3% | 20,625 | $629K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.9% | 20,553 | $627K |
| Dover Advisors, LLC | 0.26% | No change | 20,147 | $624K |
| Sonata Capital Group Inc. | 0.20% | Reduce -5.8% | 20,417 | $623K |
| Parkside Financial Bank & Trust | 0.04% | Add +0.2% | 20,304 | $619K |
| North Star Investment Management Corp. | 0.03% | Reduce -19.6% | 20,286 | $619K |
| Fortitude Family Office, LLC | 0.12% | Add +3.0% | 20,272 | $618K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | Reduce -26.8% | 20,218 | $616K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -6.3% | 20,100 | $613K |
| Strategic Financial Partners, Ltd. | 0.23% | Reduce -5.8% | 20,003 | $610K |
| Moors & Cabot, Inc. | 0.02% | Reduce -3.3% | 19,998 | $610K |
| Clientfirst Wealth Management, LLC | 0.50% | No change | 19,944 | $608K |
| Gen-Wealth Partners Inc | 0.17% | Reduce -3.5% | 19,690 | $600K |
| Simplicity Wealth,LLC | 0.02% | Add +40.2% | 19,654 | $599K |
| Prospect Financial Services LLC | 0.30% | Reduce -1.7% | 19,529 | $595K |
| MSH Capital Advisors LLC | 0.10% | Add +0.1% | 19,476 | $594K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -12.8% | 19,435 | $593K |
| Cardiff Park Advisors, LLC | 0.05% | Add +1.0% | 19,395 | $591K |
| Tiller Private Wealth, Inc. | 0.18% | Add +5.5% | 19,351 | $590K |
| Calamos Wealth Management LLC | 0.02% | Reduce -29.9% | 18,948 | $578K |
| FMR LLC | 0.00% | Add +32.0% | 18,773 | $572K |
| CRA Financial Services, LLC | 0.07% | Reduce -1.6% | 18,676 | $569K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 18,612 | $567K |
| Guidance Point Advisors, LLC | 0.12% | Reduce -6.8% | 18,557 | $566K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +6.1% | 18,519 | $565K |
| Cunning Capital Partners, LP | 0.23% | Add +42.3% | 18,500 | $564K |
| KCM Investment Advisors LLC | 0.02% | Add +0.2% | 18,441 | $562K |
| Richwood Investment Advisors, LLC | 0.40% | Reduce -5.7% | 18,423 | $562K |
| Diversify Advisory Services, LLC | 0.01% | New | 18,251 | $553K |
| Diversify Wealth Management, LLC | 0.01% | Add +1.3% | 18,251 | $553K |
| First Manhattan Co. Llc. | 0.00% | No change | 18,095 | $552K |
| Dodds Wealth, LLC | 0.12% | Add +1.1% | 17,858 | $544K |
| Independence Bank of Kentucky | 0.06% | Reduce -23.6% | 17,794 | $543K |
| Keystone Financial Group | 0.03% | Add +8.3% | 17,623 | $537K |
| Tower Bridge Advisors | 0.05% | No change | 17,575 | $536K |
| Forteris Wealth Management Inc. | 0.44% | Reduce -6.4% | 17,540 | $535K |
| Hudson Edge Investment Partners Inc. | 0.07% | No change | 17,431 | $531K |
| Stirlingshire Investments, Inc. | 0.39% | New | 17,351 | $529K |
| Moneco Advisors, LLC | 0.03% | Reduce -7.8% | 17,276 | $527K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.04% | Reduce -7.2% | 17,270 | $527K |
| International Assets Investment Management, LLC | 0.03% | Reduce -74.9% | 17,182 | $524K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 17,103 | $521K |
| TRB Wealth Management, LLC | 0.07% | Reduce -4.6% | 17,005 | $518K |
| Triumph Capital Management | 0.09% | Add +78.2% | 16,977 | $518K |
| Everstar Asset Management, LLC | 0.25% | Reduce -0.4% | 16,943 | $517K |
| Capital Advisors, Ltd. LLC | 0.05% | Add +0.2% | 16,893 | $515K |
| Cyndeo Wealth Partners, LLC | 0.02% | Add +0.8% | 16,825 | $513K |
| Prudent Man Advisors, LLC | 0.12% | Add +1.2% | 16,820 | $513K |
| Westwood Holdings Group Inc. | 0.00% | Reduce -7.7% | 16,693 | $509K |
| Novare Capital Management LLC | 0.04% | Reduce -10.8% | 16,668 | $508K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -4.0% | 16,532 | $504K |
| Coastwise Capital Group, LLC | 0.29% | Add +30.7% | 16,500 | $503K |
| Staley Capital Advisers Inc. | 0.02% | No change | 16,500 | $503K |
| Delta Capital Management LLC | 0.23% | Add +3.5% | 16,340 | $498K |
| Investment Planning Advisors, Inc. | 0.12% | Add +2.4% | 16,311 | $497K |
| PW Nova Financial Services LLC | 0.11% | New | 16,243 | $495K |
| Freestone Capital Holdings, LLC | 0.01% | New | 16,144 | $492K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 16,100 | $491K |
| Bank of Nova Scotia | 0.00% | No change | 15,900 | $489K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Add +0.7% | 16,035 | $489K |
| Venturi Wealth Management, LLC | 0.02% | New | 15,974 | $487K |
| Strategic Wealth Investment Group, LLC | 0.06% | Reduce -92.7% | 15,898 | $485K |
| Institute for Wealth Management, LLC. | 0.04% | New | 15,799 | $482K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -0.8% | 15,763 | $481K |
| EFG International AG | 0.01% | No change | 15,739 | $480K |
| Bar Harbor Wealth Management | 0.03% | No change | 15,746 | $480K |
| Kingsbury Capital Investment Advisors LLC | 0.40% | Reduce -1.4% | 15,686 | $478K |
| KMT Wealth Management, LLC | 0.40% | New | 15,686 | $478K |
| Oak Family Advisors, LLC | 0.14% | Reduce -47.4% | 15,671 | $478K |
| One Capital Management, LLC | 0.01% | No change | 15,749 | $478K |
| Evergreen Capital Management LLC | 0.01% | No change | 15,552 | $474K |
| Modera Wealth Management, LLC | 0.01% | Add +20.9% | 15,480 | $472K |
| Eclectic Associates Inc. | 0.05% | Reduce -1.4% | 15,441 | $471K |
| Naples Global Advisors, LLC | 0.03% | Reduce -0.8% | 15,415 | $470K |
| Formulate Financial LLC | 0.49% | Reduce -0.2% | 15,365 | $468K |
| Integrity Alliance, Llc. | 0.01% | Reduce -0.4% | 15,323 | $467K |
| Brick & Kyle, Associates | 0.15% | No change | 15,249 | $462K |
| Vise Technologies, Inc. | 0.01% | Add +126.0% | 15,159 | $462K |
| First National Bank of Omaha | 0.01% | Reduce -6.8% | 15,088 | $462K |
| Kiley Juergens Wealth Management, LLC | 0.07% | No change | 15,137 | $462K |
| Measured Wealth Private Client Group, LLC | 0.11% | Add +4.1% | 15,123 | $461K |
| Argyle Capital Partners, LLC | 0.29% | Add +23.9% | 15,035 | $458K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -4.4% | 14,961 | $456K |
| Summit Trail Advisors, LLC | 0.01% | No change | 14,900 | $454K |
| Maridea Wealth Management LLC | 0.05% | Add +50.1% | 14,835 | $452K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -6.2% | 14,834 | $452K |
| UMB Bank, n.a. | 0.01% | No change | 14,743 | $450K |
| NewEdge Wealth, LLC | 0.00% | Add +6.0% | 14,698 | $448K |
| Emergent Wealth Advisors, LLC | 0.23% | Add +0.9% | 14,650 | $447K |
| GAMMA Investing LLC | 0.02% | Add +133.8% | 14,643 | $446K |
| Sweeney & Michel, LLC | 0.12% | Add +1.0% | 14,548 | $446K |
| Performance Wealth Partners, LLC | 0.01% | Add +0.1% | 14,537 | $443K |
| Hunter Perkins Capital Management, LLC | 0.10% | Reduce -14.4% | 14,468 | $441K |
| Bcwm, LLC | 0.13% | Reduce -1.4% | 14,288 | $436K |
| Beacon Financial Group | 0.04% | Add +8.1% | 14,271 | $435K |
| Ground Swell Capital, LLC | 0.47% | Add +89.3% | 14,216 | $433K |
| Wharton Business Group, LLC | 0.01% | Reduce -18.4% | 14,140 | $431K |
| Balefire, LLC | 0.07% | Reduce -0.4% | 14,070 | $429K |
| Am Investment Strategies LLC | 0.08% | Add +0.7% | 14,053 | $428K |
| Instrumental Wealth, LLC | 0.22% | Add +0.2% | 14,037 | $428K |
| National Philanthropic Trust | 0.01% | No change | 14,000 | $427K |
| First Nebraska Trust Co | 0.03% | Add +9.7% | 13,986 | $426K |
| Harbor Investment Advisory, LLC | 0.03% | No change | 13,972 | $426K |
| Detalus Advisors, LLC | 0.08% | No change | 13,899 | $424K |
| Glenmede Trust Co. NA | 0.00% | Reduce -27.5% | 13,892 | $424K |
| Rialto Wealth Management, LLC | 0.08% | No change | 13,762 | $420K |
| Christensen, King & Associates Investment Services, Inc. | 0.17% | No change | 13,701 | $418K |
| Patton Albertson Miller Group, LLC | 0.04% | No change | 13,700 | $418K |
| Park Edge Advisors, LLC | 0.09% | Add +1.0% | 13,491 | $411K |
| Boreal Capital Management LLC | 0.35% | New | 13,400 | $409K |
| Klingman & Associates, LLC | 0.02% | Reduce -4.7% | 13,350 | $407K |
| Wellington Shields & Co., LLC | 0.09% | Add +7.7% | 13,315 | $406K |
| JT Stratford LLC | 0.04% | Reduce -11.5% | 13,302 | $406K |
| Ranch Capital Advisors Inc. | 0.13% | Reduce -1.2% | 13,280 | $405K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -3.3% | 13,251 | $404K |
| Beck Bode, LLC | 0.06% | Add +17.6% | 13,222 | $403K |
| Hexagon Capital Partners LLC | 0.06% | Add +1.3% | 13,090 | $399K |
| Patrick M Sweeney & Associates, Inc. | 0.23% | Add +2.8% | 13,062 | $398K |
| AE Wealth Management LLC | 0.00% | Reduce -3.1% | 13,033 | $397K |
| Wealth Dimensions Group, Ltd. | 0.07% | No change | 12,930 | $394K |
| Rakuten Securities, Inc. | 0.09% | Reduce -19.9% | 12,848 | $392K |
| AlphaCentric Advisors LLC | 0.33% | Add +2.9% | 12,750 | $389K |
| Banta Asset Management LP | 0.35% | Reduce -3.8% | 12,690 | $387K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.1% | 12,628 | $385K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 12,500 | $381K |
| Schmidt P J Investment Management Inc. | 0.06% | Reduce -0.5% | 12,487 | $381K |
| Legacy Wealth Partners, LLC | 0.09% | No change | 12,471 | $380K |
| Sound Income Strategies, LLC | 0.02% | Add +44.9% | 12,470 | $380K |
| Timbuktu Capital Management, LLC | 0.57% | — | 12,430 | $379K |
| Register Financial Advisors LLC | 0.12% | Add +0.1% | 12,321 | $376K |
| United Bank | 0.04% | No change | 12,313 | $375K |
| Wealthfront Advisers LLC | 0.00% | New | 12,231 | $373K |
| Petix & Botte Co | 0.07% | Add +100.3% | 12,217 | $372K |
| Mezzasalma Advisors, LLC | 0.07% | Reduce -12.1% | 12,195 | $372K |
| Evolution Wealth Advisors, LLC | 0.04% | Reduce -14.9% | 11,974 | $365K |
| Van Hulzen Asset Management, LLC | 0.03% | Add +0.2% | 11,855 | $361K |
| Avior Wealth Management, LLC | 0.01% | Add +0.2% | 11,808 | $360K |
| Easterly Investment Partners LLC | 0.02% | No change | 11,791 | $360K |
| First Heartland Consultants, Inc. | 0.02% | Add +0.1% | 11,766 | $359K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -24.8% | 11,615 | $354K |
| TD Capital Management LLC | 0.03% | Add +0.3% | 11,621 | $354K |
| NWF Advisory Services Inc. | 0.03% | Add +0.2% | 11,618 | $354K |
| Smith, Moore & Co. | 0.02% | Reduce -5.3% | 11,602 | $354K |
| Americana Partners, LLC | 0.01% | Add +38.3% | 11,485 | $350K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +19.2% | 11,464 | $350K |
| Magnolia Capital Advisors LLC | 0.06% | Reduce -12.6% | 11,440 | $349K |
| Pallas Capital Advisors LLC | 0.01% | No change | 11,410 | $348K |
| Associated Banc-Corp | 0.01% | Reduce -26.9% | 11,404 | $348K |
| Sowell Financial Services LLC | 0.01% | Add +26.5% | 11,285 | $344K |
| CoreCap Advisors, LLC | 0.01% | Reduce -11.6% | 11,152 | $340K |
| EP Wealth Advisors, LLC | 0.00% | New | 11,084 | $338K |
| TrueWealth Advisors, LLC | 0.08% | Add +3.5% | 11,020 | $336K |
| Vigilare Wealth Management | 0.10% | Add +33.0% | 11,003 | $335K |
| Peak Retirement Planning, Inc. | 0.05% | Add +64.3% | 10,987 | $335K |
| Robbins Farley | 0.13% | Add +2.5% | 10,981 | $335K |
| Johnson Financial Group, Inc. | 0.01% | Add +97.2% | 10,955 | $334K |
| Cornerstone Wealth, LLC | 0.17% | Add +47.4% | 10,885 | $333K |
| Continuum Advisory, LLC | 0.03% | Add +0.3% | 10,863 | $331K |
| StoneX Group Inc. | 0.01% | Reduce -58.2% | 10,806 | $329K |
| SkyOak Wealth, LLC | 0.05% | Add +0.0% | 10,751 | $328K |
| Wealth Effects LLC | 0.09% | Add +6.9% | 10,741 | $328K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 10,663 | $325K |
| Capital Advisors Wealth Management, LLC | 0.04% | Reduce -25.9% | 10,656 | $325K |
| Melfa Wealth Management, Inc. | 0.17% | Reduce -48.6% | 10,558 | $322K |
| Principle Wealth Partners LLC | 0.02% | Reduce -0.4% | 10,520 | $321K |
| Burnham & Co LLC | 0.26% | — | 10,490 | $320K |
| Compound Planning, Inc. | 0.01% | Reduce -0.7% | 10,482 | $320K |
| Mission Wealth Management, LP | 0.00% | Add +13.1% | 10,350 | $316K |
| JPMorgan Chase & Co. | 0.00% | Reduce -17.4% | 10,265 | $314K |
| Bluespring Wealth Management, LLC | 0.01% | New | 10,282 | $313K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -36.9% | 10,205 | $311K |
| Westfuller Advisors, LLC | 0.11% | Add +0.0% | 10,202 | $311K |
| Indivisible Partners | 0.02% | Add +5.2% | 10,192 | $311K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -27.4% | 10,036 | $306K |
| Merrion Investment Management Co, LLC | 0.14% | No change | 10,000 | $305K |
| Haven Private, LLC | 0.12% | Reduce -10.7% | 10,000 | $305K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | No change | 10,000 | $305K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -0.2% | 9,997 | $305K |
| Wulff, Hansen & Co. | 0.23% | Reduce -9.9% | 9,935 | $303K |
| R.H. Investment Group, LLC | 0.23% | Reduce -52.6% | 9,900 | $302K |
| Thoroughbred Financial Services, LLC | 0.01% | Add +11.2% | 9,873 | $301K |
| Sfmg, LLC | 0.02% | Add +0.8% | 9,819 | $299K |
| Symmetry Partners, LLC | 0.02% | Add +34.6% | 9,812 | $299K |
| Cumberland Partners Ltd | 0.02% | Add +10.4% | 9,800 | $299K |
| Quantum Financial Advisors, LLC | 0.03% | Add +8.6% | 9,774 | $298K |
| Flagstar Securities, Inc. | 0.09% | Reduce -7.9% | 9,712 | $296K |
| LJI Wealth Management, LLC | 0.04% | Reduce -12.3% | 9,669 | $295K |
| Ancora Advisors LLC | 0.01% | Add +4.6% | 9,666 | $295K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 9,646 | $294K |
| Camarda Financial Advisors, LLC | 0.09% | Add +13.8% | 9,629 | $294K |
| Traub Capital Management LLC | 0.26% | Reduce -0.9% | 9,611 | $293K |
| GLOBALT Investments LLC / GA | 0.01% | Reduce -5.2% | 9,553 | $291K |
| Columbia Advisory Partners LLC | 0.16% | Add +0.2% | 9,549 | $291K |
| ProVise Management Group, LLC | 0.02% | No change | 9,454 | $288K |
| Entelevest, LLC | 0.25% | Add +5.2% | 9,394 | $286K |
| Cypress Capital Group | 0.03% | Add +2.5% | 9,392 | $286K |
| Fort Sheridan Advisors LLC | 0.03% | No change | 9,379 | $286K |
| Patten & Patten Inc. | 0.02% | Reduce -18.8% | 9,376 | $286K |
| GenWealth Group, Inc. | 0.04% | No change | 9,342 | $285K |
| Websterrogers Financial Advisors, LLC | 0.07% | Add +30.8% | 9,341 | $285K |
| Avaii Wealth Management, LLC | 0.08% | Reduce -11.9% | 9,335 | $285K |
| Montag A & Associates Inc. | 0.01% | Reduce -2.6% | 9,326 | $284K |
| Stableford Capital II LLC | 0.10% | Reduce -1.2% | 9,325 | $284K |
| NovaPoint Capital, LLC | 0.06% | New | 9,325 | $284K |
| TCI Wealth Advisors, Inc. | 0.01% | No change | 9,270 | $283K |
| Clearstead Advisors, LLC | 0.00% | Add +15.0% | 9,211 | $281K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -2.2% | 9,064 | $276K |
| Asset One Wealth Management LLC | 0.03% | No change | 8,966 | $275K |
| Apollon Financial, LLC | 0.03% | No change | 9,000 | $274K |
| Dynamic Wealth Strategies, LLC | 0.15% | Reduce -42.8% | 8,981 | $274K |
| CFO4Life Group, LLC | 0.04% | Add +1.3% | 8,975 | $274K |
| Inspire Advisors, LLC | 0.02% | Reduce -14.4% | 8,971 | $274K |
| Seelaus Asset Management LLC | 0.19% | Reduce -7.0% | 8,914 | $272K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Add +21.2% | 8,869 | $270K |
| Joel Isaacson & Co., LLC | 0.01% | Add +0.5% | 8,829 | $269K |
| Earned Wealth Advisors, LLC | 0.02% | New | 8,710 | $266K |
| 180 Wealth Advisors, LLC | 0.03% | No change | 8,706 | $265K |
| Argentarii, LLC | 0.08% | Reduce -1.0% | 8,661 | $265K |
| Norden Group LLC | 0.02% | No change | 8,650 | $264K |
| Sawgrass Asset Management LLC | 0.03% | Reduce -13.9% | 8,648 | $264K |
| Glen Eagle Advisors, LLC | 0.03% | Add +0.1% | 8,634 | $263K |
| Leigh Baldwin & Co., LLC | 0.14% | Add +0.5% | 8,613 | $263K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 8,598 | $262K |
| Balboa Wealth Partners | 0.04% | Reduce -2.6% | 8,583 | $262K |
| Parsons Capital Management Inc. | 0.01% | New | 8,558 | $261K |
| Madison Wealth Partners, Inc | 0.03% | New | 8,500 | $259K |
| Stone Summit Wealth LLC | 0.07% | Reduce -5.2% | 8,495 | $259K |
| E&G Advisors, LLC | 0.05% | No change | 8,484 | $259K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -0.2% | 8,458 | $258K |
| Weaver Consulting Group | 0.05% | Reduce -2.5% | 8,423 | $257K |
| Ingalls & Snyder LLC | 0.01% | No change | 8,400 | $256K |
| Wilson & Boucher Capital Management, LLC | 0.15% | No change | 8,300 | $253K |
| Alpha Financial Partners LLC | 0.13% | Reduce -81.4% | 8,213 | $250K |
| Eagle Strategies LLC | 0.02% | New | 8,211 | $250K |
| Objective Capital Management, LLC | 0.22% | Add +7.2% | 8,194 | $250K |
| HF Advisory Group, LLC | 0.08% | Add +21.4% | 8,157 | $249K |
| Advisors Management Group Inc. | 0.04% | Add +0.5% | 8,137 | $248K |
| Tempus Wealth Planning, LLC | 0.05% | Reduce -78.7% | 8,052 | $245K |
| Flputnam Investment Management Co. | 0.00% | Reduce -1.1% | 7,426 | $245K |
| Summit Wealth Partners, LLC | 0.03% | Add +6.6% | 8,009 | $244K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 8,000 | $244K |
| Bailard, Inc. | 0.01% | New | 7,987 | $244K |
| McDonald Partners LLC | 0.06% | No change | 7,935 | $242K |
| CENTRAL TRUST Co | 0.00% | No change | 7,860 | $240K |
| Afg Fiduciary Services Limited Partnership | 0.19% | Reduce -28.7% | 7,850 | $239K |
| Winthrop Advisory Group LLC | 0.02% | No change | 7,795 | $238K |
| DLK Investment Management, LLC | 0.10% | New | 7,500 | $237K |
| Simon Quick Advisors, LLC | 0.01% | New | 7,715 | $235K |
| Bell Bank | 0.01% | No change | 7,697 | $235K |
| J. M. Brown & Associates Inc. | 0.13% | — | 7,617 | $232K |
| Principal Financial Group Inc. | 0.00% | New | 7,601 | $232K |
| MKT Advisors LLC | 0.07% | Reduce -0.8% | 7,587 | $231K |
| Reicon Wealth Advisors, LLC | 0.14% | Add +9.6% | 7,534 | $230K |
| BTG Pactual Asset Management US LLC | 0.02% | Add +6.0% | 7,525 | $229K |
| Forthright Family Wealth Advisory LLC | 0.13% | New | 7,510 | $229K |
| Independent Advisor Alliance | 0.01% | Reduce -83.4% | 7,488 | $228K |
| Olde Wealth Management, LLC | 0.06% | No change | 7,500 | $228K |
| Ames National Corp. | 0.13% | Reduce -20.7% | 7,450 | $227K |
| Arkfeld Wealth Strategies, L.L.C. | 0.07% | Add +0.6% | 7,355 | $226K |
| Vawter Financial, Ltd. | 0.08% | No change | 7,294 | $222K |
| Proathlete Wealth Management LLC | 0.06% | Reduce -20.0% | 7,285 | $222K |
| Spartan Wealth Advisory Services LLC | 0.02% | Reduce -14.1% | 7,285 | $222K |
| OneAscent Financial Services LLC | 0.01% | Reduce -0.1% | 7,281 | $222K |
| Wealth Management Associates, Inc. | 0.06% | Reduce -4.9% | 7,268 | $222K |
| Archer Investment Corp | 0.04% | Add +6.1% | 7,221 | $220K |
| Axis Wealth Partners, LLC | 0.10% | Reduce -3.6% | 7,168 | $219K |
| SeaCrest Wealth Management, LLC | 0.02% | Reduce -55.4% | 7,140 | $218K |
| C2C Wealth Management, LLC | 0.17% | No change | 7,118 | $217K |
| Laurel Wealth Advisors LLC | 0.02% | No change | 7,090 | $216K |
| BHK Investment Advisors, LLC | 0.06% | No change | 7,040 | $215K |
| Insight Wealth Partners, LLC | 0.03% | No change | 7,035 | $214K |
| Maripau Wealth Management LLC | 0.08% | Reduce -10.1% | 7,032 | $214K |
| Harbour Capital Advisors, LLC | 0.04% | Add +7.3% | 6,940 | $212K |
| Barrett & Company, Inc. | 0.06% | Reduce -3.0% | 6,921 | $211K |
| Wealthstar Advisors, LLC | 0.10% | Add +0.5% | 6,877 | $210K |
| Krilogy Financial LLC | 0.01% | Reduce -6.2% | 6,874 | $210K |
| Samalin Investment Counsel, LLC | 0.07% | New | 6,864 | $209K |
| Oxbow Advisors, LLC | 0.02% | No change | 6,855 | $209K |
| RMR Wealth Builders | 0.01% | New | 6,751 | $206K |
| Rhodes Investment Advisors Inc. | 0.15% | No change | 6,750 | $206K |
| Silverleafe Capital Partners, LLC | 0.06% | Add +1.1% | 6,747 | $206K |
| Hegarty Advisors, LLC | 0.14% | Add +1.4% | 6,709 | $205K |
| Investmark Advisory Group LLC | 0.08% | New | 6,689 | $204K |
| HighPoint Advisor Group LLC | 0.01% | No change | 6,659 | $203K |
| Advisor Resource Council | 0.07% | New | 6,604 | $203K |
| Peak Wealth Management LLC | 0.14% | No change | 6,652 | $203K |
| Regions Financial Corp. | 0.00% | Reduce -2.7% | 6,600 | $201K |
| Nixon Peabody Trust Co. | 0.01% | New | 6,597 | $201K |
| Clearwave Capital, LLC | 0.11% | New | 6,594 | $201K |
| Fiduciary Trust Co | 0.00% | Reduce -38.3% | 6,569 | $200K |
| Burney Co./ | 0.01% | Reduce -17.9% | 6,561 | $200K |
| Bokf, NA | 0.00% | Reduce -9.2% | 6,240 | $190K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -25.4% | 6,238 | $190K |
| First Horizon Corp. | 0.01% | No change | 6,181 | $188K |
| Piscataqua Savings Bank | 0.12% | No change | 6,055 | $185K |
| Godfrey Financial Associates, Inc. | 0.14% | No change | 6,027 | $184K |
| New England Asset Management Inc. | 0.02% | New | 6,000 | $183K |
| Smithfield Trust Co | 0.01% | Reduce -16.1% | 5,748 | $177K |
| Key Financial Inc | 0.03% | Add +0.0% | 5,742 | $175K |
| Colonial Trust Co / SC | 0.02% | Add +2.2% | 5,654 | $172K |
| Wellington Shields Capital Management, LLC | 0.02% | Reduce -6.6% | 5,558 | $169K |
| MCF Advisors LLC | 0.01% | Add +5.1% | 4,886 | $149K |
| MRP Capital Investments, LLC | 0.11% | No change | 4,739 | $144K |
| High Point Wealth Management, LLC | 0.12% | Add +1.0% | 4,717 | $144K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Reduce -3.8% | 4,497 | $137K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +4.5% | 4,311 | $131K |
| Founders Financial Alliance, LLC | 0.02% | Add +6.7% | 4,279 | $130K |
| Atlatl Advisers LLC | 0.03% | New | 4,082 | $124K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 3,985 | $122K |
| N.E.W. Advisory Services LLC | 0.01% | Reduce -9.3% | 3,902 | $119K |
| Smartleaf Asset Management LLC | 0.00% | No change | 3,777 | $116K |
| WealthShield Partners, LLC | 0.02% | Reduce -39.1% | 3,762 | $115K |
| Stelac Advisory Services LLC | 0.02% | New | 3,581 | $109K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -6.2% | 3,572 | $109K |
| Union Savings Bank | 0.04% | No change | 3,539 | $108K |
| LFA - Lugano Financial Advisors SA | 0.06% | Reduce -5.2% | 3,237 | $99K |
| JTC Employer Solutions Trustee Ltd | 0.01% | Reduce -51.6% | 3,000 | $92K |
| BankPlus Trust Department | 0.02% | No change | 3,000 | $91K |
| Albion Financial Group | 0.01% | No change | 2,950 | $90K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +1.3% | 2,916 | $89K |
| Security National Bank of Sioux City Iowa | 0.04% | New | 2,900 | $88K |
| Brown Brothers Harriman & Co. | 0.00% | Add +173.3% | 2,870 | $88K |
| Nalls Sherbakoff Group, LLC | 0.06% | No change | 2,866 | $87K |
| Fiduciary Financial Advisors | 0.01% | New | 2,803 | $85K |
| Windsor Advisory Group, LLC | 0.06% | New | 2,800 | $85K |
| Cornerstone National Bank & Trust Co | 0.03% | No change | 2,600 | $79K |
| Elevated Capital Advisors, LLC | 0.02% | No change | 2,583 | $79K |
| Pacifica Partners Inc. | 0.02% | No change | 2,523 | $77K |
| Activest Wealth Management | 0.01% | Reduce -92.4% | 2,482 | $76K |
| Creative Financial Designs Inc. | 0.00% | No change | 2,471 | $75K |
| Cornerstone Planning Group LLC | 0.01% | Add +1.4% | 2,463 | $75K |
| Westside Investment Management, Inc. | 0.01% | No change | 2,458 | $75K |
| Trust Co | 0.01% | Add +85.5% | 2,451 | $75K |
| Rossmore Private Capital | 0.01% | No change | 2,250 | $69K |
| Tsfg, LLC | 0.01% | Add +0.2% | 2,105 | $64K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1727.2% | 2,083 | $64K |
| Providence Capital Advisors, LLC | 0.01% | No change | 2,058 | $63K |
| Fairscale Capital, LLC | 0.04% | No change | 2,028 | $62K |
| Lodestone Wealth Management LLC | 0.02% | Reduce -14.7% | 2,028 | $62K |
| Larson Financial Group LLC | 0.00% | Add +0.1% | 2,016 | $61K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 2,012 | $61K |
| Bayban | 0.05% | No change | 2,000 | $61K |
| Pflug Koory, LLC | 0.02% | Add +0.7% | 1,946 | $59K |
| Lavaca Capital LLC | 0.01% | Add +1.4% | 1,930 | $59K |
| WealthCollab, LLC | 0.02% | New | 1,840 | $56K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Reduce -32.1% | 1,777 | $54K |
| Wellington-Altus USA Inc. | 0.04% | No change | 1,757 | $53K |
| Payden & Rygel | 0.00% | Add +153.3% | 1,697 | $52K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +698.5% | 1,637 | $50K |
| Luminist Capital LLC | 0.05% | New | 1,544 | $47K |
| First Bancorp, Inc | 0.02% | New | 1,527 | $47K |
| Simplex Trading, LLC | 0.00% | New | 1,519 | $46K |
| NBH Bank | 0.02% | — | 1,510 | $46K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,500 | $46K |
| Horizon Investments, LLC | 0.00% | Reduce -54.5% | 1,497 | $45K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 1,440 | $44K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +2.0% | 43,900 | $44K |
| Ankerstar Wealth, LLC | 0.04% | No change | 1,427 | $44K |
| Roxbury Financial LLC | 0.03% | Add +2833.3% | 1,408 | $43K |
| Avion Wealth | 0.01% | No change | 1,385 | $42K |
| Darwin Wealth Management, LLC | 0.01% | Add +0.3% | 1,358 | $41K |
| Webster Bank, N. A. | 0.00% | Reduce -48.0% | 1,352 | $41K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 1,326 | $40K |
| Synergy Investment Management, LLC | 0.01% | No change | 1,276 | $39K |
| Islay Capital Management, LLC | 0.02% | No change | 1,150 | $35K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 1,143 | $35K |
| Financial Consulate, Inc. | 0.00% | No change | 1,140 | $35K |
| Topsail Wealth Management, LLC | 0.00% | Reduce -40.0% | 1,125 | $34K |
| JDM Financial Group LLC | 0.01% | Reduce -21.7% | 1,100 | $34K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 1,046 | $32K |
| Signaturefd, LLC | 0.00% | Reduce -67.9% | 1,019 | $31K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +4.3% | 980 | $30K |
| Salomon & Ludwin, LLC | 0.00% | No change | 969 | $30K |
| Mather Group, Llc. | 0.00% | New | 960 | $29K |
| Front Row Advisors LLC | 0.01% | No change | 919 | $28K |
| Corsicana & Co. | 0.01% | No change | 920 | $28K |
| Bogart Wealth, LLC | 0.00% | Reduce -8.9% | 894 | $27K |
| Nvwm, LLC | 0.01% | Reduce -80.0% | 891 | $27K |
| Godsey & Gibb, Inc. | 0.00% | No change | 875 | $27K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 830 | $25K |
| EPG Wealth Management LLC | 0.01% | Add +99.0% | 814 | $25K |
| Kilter Group LLC | 0.01% | No change | 810 | $25K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.4% | 778 | $24K |
| Portfolio Resources Advisor Group, Inc. | 0.02% | No change | 769 | $23K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -53.2% | 752 | $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 +1.5% | 696 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 670 | $20K |
| Gill Capital Partners, LLC | 0.01% | No change | 627 | $19K |
| Colonial Trust Advisors | 0.00% | No change | 625 | $19K |
| CX Institutional | 0.00% | Reduce -72.4% | 628 | $19K |
| Gables Capital Management Inc. | 0.01% | No change | 610 | $19K |
| New England Capital Financial Advisors LLC | 0.00% | Add +0.8% | 606 | $18K |
| CoreFirst Bank & Trust | 0.01% | No change | 600 | $18K |
| HM Payson & Co. | 0.00% | No change | 600 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 594 | $18K |
| Buck Wealth Strategies, LLC | 0.00% | New | 545 | $17K |
| Nemes Rush Group LLC | 0.00% | No change | 520 | $16K |
| Caitlin John, LLC | 0.01% | Add +94.7% | 514 | $16K |
| Atwood & Palmer Inc. | 0.00% | Add +2.8% | 514 | $16K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 500 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 500 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 500 | $15K |
| United Community Bank | 0.00% | No change | 438 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -27.7% | 435 | $13K |
| Byrne Asset Management LLC | 0.01% | No change | 425 | $13K |
| McGuire Capital Advisors Inc. | 0.01% | No change | 408 | $12K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 400 | $12K |
| Winch Advisory Services, LLC | 0.00% | Add +1.3% | 385 | $12K |
| Community Financial Services Group, LLC | 0.00% | No change | 379 | $12K |
| Asset Dedication, LLC | 0.00% | No change | 350 | $11K |
| Global Trust Asset Management, LLC | 0.00% | No change | 320 | $10K |
| Concord Wealth Partners | 0.00% | New | 271 | $8K |
| SHP Wealth Management | 0.00% | Reduce -82.8% | 270 | $8K |
| Harborfront Financial Group LLC | 0.03% | — | 267 | $8K |
| 1248 Management, LLC | 0.00% | New | 265 | $8K |
| Syntax Research, Inc. | 0.01% | No change | 255 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 255 | $8K |
| CVA Family Office, LLC | 0.00% | Reduce -69.4% | 253 | $8K |
| Trust Co. of Vermont | 0.00% | — | 250 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -79.0% | 225 | $7K |
| Howe & Rusling Inc. | 0.00% | Reduce -83.1% | 228 | $7K |
| Angeles Investment Advisors, LLC | 0.00% | No change | 200 | $6K |
| Rossby Financial, LCC | 0.00% | Reduce -87.6% | 190 | $6K |
| Manchester Capital Management LLC | 0.00% | Add +15.3% | 166 | $5K |
| Strive Financial Group ,LLC | 0.00% | Reduce -5.2% | 163 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Add +1.3% | 162 | $5K |
| Anchor Investment Management, LLC | 0.00% | No change | 156 | $5K |
| LRI Investments, LLC | 0.00% | No change | 150 | $5K |
| Richardson Financial Services Inc. | 0.00% | No change | 147 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 129 | $4K |
| NFSG Corp | 0.00% | No change | 125 | $4K |
| Coastline Trust Co | 0.00% | No change | 125 | $4K |
| Nova Wealth Management, Inc. | 0.00% | New | 117 | $4K |
| Beverly Hills Private Wealth, LLC | 0.00% | No change | 111 | $3K |
| 10Elms LLP | 0.00% | New | 101 | $3K |
| Bfsg, LLC | 0.00% | No change | 100 | $3K |
| BNP Paribas Financial Markets | 0.00% | No change | 80 | $2K |
| SYM FINANCIAL Corp | 0.00% | No change | 75 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | Reduce -77.1% | 64 | $2K |
| POM Investment Strategies, LLC | 0.00% | Add +1.6% | 62 | $2K |
| Granite Investment Partners, LLC | 0.00% | No change | 59 | $2K |
| PayPay Securities Corp | 0.04% | Reduce -3.9% | 49 | $1K |
| Phillips Financial Management, LLC | 0.00% | No change | 41 | $1K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.6% | 39 | $1K |
| Hoese & Co LLP | 0.00% | New | 39 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 39 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 38 | $1K |
| Addison Advisors LLC | 0.00% | New | 36 | $1K |
| IMG Wealth Management, Inc. | 0.00% | Add +3.1% | 33 | $993 |
| WPG Advisers, LLC | 0.00% | No change | 30 | $915 |
| Cornerstone Financial Management LLC | 0.00% | No change | 21 | $640 |
| Russell Investments Group, Ltd. | 0.00% | New | 20 | $615 |
| True Wealth Design, LLC | 0.00% | New | 15 | $458 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 12 | $366 |
| Dunhill Financial, LLC | 0.00% | Add +100.0% | 12 | $365 |
| Ameritas Investment Partners, Inc. | 0.00% | New | 11 | $337 |
| Davis Capital Management | 0.00% | No change | 10 | $311 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -99.4% | 2 | $61 |
| Kingdom Financial Group LLC. | 0.00% | No change | 2 | $52 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -50.0% | 1 | $30 |
"% of holder's portfolio" is PFF's weight in each manager's 13F, not the share of iShares Preferred & Income S the manager owns.