iShares MSCI Eafe Small-CapSCZETF
13F holders, Q1 2024 (March 31)681holders
4famous investors
$63.32avg. 13F price*
At the end of Q1 2024, 681 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings. The largest holders were Jones Financial Companies LLLP ($980.7M), Natixis Advisors, LLC ($456.8M) and State of New Jersey Common Pension Fund D ($333.4M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares MSCI Eafe Small-Cap
- CUSIP
- 464288273
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $56.0M |
| Exits | 60 | $46.1M |
Ownership 681 holders
| Jones Financial Companies LLLP | 1.34% | Reduce -19.2% | 15,485,767 | $980.7M |
| Natixis Advisors, LLC | 1.05% | Add +11.5% | 7,212,720 | $456.8M |
| State of New Jersey Common Pension Fund D | 1.01% | No change | 5,265,236 | $333.4M |
| Creative Planning | 0.36% | Reduce -1.9% | 5,069,539 | $321.1M |
| Tiaa Trust, National Association | 0.97% | Add +19.0% | 4,990,351 | $316.0M |
| Matson Money. Inc. | 8.69% | Add +0.2% | 4,139,013 | $262.1M |
| Bank of New York Mellon Corp | 0.05% | Reduce -10.5% | 4,113,258 | $260.5M |
| Jane Street Group, LLC | 0.33% | Add +271.8% | 4,009,048 | $253.9M |
| FMR LLC | 0.01% | Reduce -25.6% | 3,316,654 | $210.0M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -16.3% | 3,253,855 | $206.1M |
| BlackRock Inc. | 0.00% | Add +6.4% | 3,054,642 | $193.5M |
| Morgan Stanley | 0.01% | Reduce -39.6% | 2,760,795 | $174.8M |
| Bank of America Corp. | 0.01% | Add +5.7% | 2,124,287 | $134.5M |
| Modera Wealth Management, LLC | 1.94% | Add +6.0% | 2,014,397 | $127.6M |
| PNC Financial Services Group, Inc. | 0.08% | Reduce -6.0% | 1,865,807 | $118.2M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.7% | 1,376,147 | $87.2M |
| Northern Trust Corp. | 0.01% | Reduce -3.7% | 1,246,752 | $79.0M |
| Forvis Mazars Wealth Advisors, LLC | 1.94% | Reduce -3.5% | 1,202,370 | $76.1M |
| UBS Group AG | 0.02% | Reduce -1.6% | 1,045,246 | $66.2M |
| Cassaday & Co Wealth Management LLC | 1.85% | Reduce -1.4% | 896,708 | $56.8M |
| HighTower Advisors, LLC | 0.08% | Reduce -11.4% | 823,895 | $52.1M |
| Bank of Montreal | 0.01% | Reduce -15.6% | 732,180 | $46.4M |
| One Capital Management, LLC | 1.52% | Add +4.7% | 663,431 | $42.0M |
| Corient Private Wealth LP | 0.07% | Reduce -2.2% | 660,905 | $41.9M |
| State of Tennessee, Department of Treasury | 0.15% | Reduce -0.2% | 655,184 | $41.5M |
| Focus Partners Wealth | 0.32% | Add +24.8% | 623,300 | $39.5M |
| Coldstream Capital Management Inc. | 1.00% | Add +9.8% | 622,938 | $39.5M |
| Lake Street Advisors Group, LLC | 1.83% | Reduce -21.1% | 617,513 | $39.1M |
| Wilmington Savings Fund Society, FSB | 1.48% | — | 610,465 | $38.7M |
| Halbert Hargrove Global Advisors, LLC | 2.54% | Reduce -2.8% | 606,034 | $38.4M |
| Franklin Resources Inc. | 0.01% | Add +5.8% | 575,660 | $36.5M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Reduce -2.0% | 567,813 | $36.0M |
| Avantax Advisory Services, Inc. | 0.32% | Add +6.5% | 564,086 | $35.7M |
| LPL Financial LLC | 0.02% | Reduce -0.5% | 523,373 | $33.1M |
| Buckingham Strategic Wealth, LLC | 0.33% | Reduce -0.2% | 489,583 | $31.0M |
| Ballentine Partners, LLC | 0.58% | Reduce -15.2% | 483,585 | $30.6M |
| Moneta Group Investment Advisors LLC | 0.49% | Add +16.3% | 479,448 | $30.4M |
| Wells Fargo & Company | 0.01% | Add +12.3% | 448,619 | $28.4M |
| Plancorp, LLC | 1.16% | Add +0.2% | 422,739 | $26.8M |
| Russell Investments Group, Ltd. | 0.04% | Add +57.1% | 415,778 | $26.3M |
| Alberta Investment Management Corp | 0.28% | New | 413,798 | $26.2M |
| Baker Avenue Asset Management, LP | 1.01% | Add +3.7% | 412,881 | $26.1M |
| Truist Financial Corp. | 0.04% | Reduce -7.3% | 406,218 | $25.7M |
| Choreo, LLC | 0.64% | Reduce -6.9% | 393,356 | $24.9M |
| Equitable Holdings, Inc. | 0.26% | Reduce -11.2% | 359,298 | $22.8M |
| Royal Bank of Canada | 0.01% | Add +36.0% | 348,032 | $22.0M |
| Mill Creek Capital Advisors, LLC | 0.59% | Reduce -71.6% | 342,635 | $21.7M |
| Shakespeare Wealth Management, LLC | 6.29% | Add +5.1% | 342,491 | $21.7M |
| Old Mission Capital LLC | 0.52% | Add +194.0% | 334,651 | $21.2M |
| Federation des caisses Desjardins du Quebec | 0.14% | Add +9.0% | 306,466 | $19.4M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +22.9% | 301,750 | $19.1M |
| Fifth Third Bancorp | 0.07% | Reduce -4.3% | 301,603 | $19.1M |
| Brand Asset Management Group, Inc. | 8.11% | Add +3.9% | 297,747 | $18.9M |
| Flow Traders U.S. LLC | 0.99% | Add +108.6% | 292,719 | $18.5M |
| Nuveen Asset Management, LLC | 0.01% | Add +36.0% | 281,635 | $17.8M |
| Quadrant Capital Group LLC | 1.40% | Add +2.5% | 279,836 | $17.7M |
| Bear Mountain Capital, Inc. | 7.59% | Reduce -4.8% | 290,423 | $17.6M |
| Wealthcare Advisory Partners LLC | 0.58% | Add +8.6% | 277,547 | $17.6M |
| Wellington Management Group LLP | 0.00% | Reduce -20.8% | 276,428 | $17.5M |
| Shore Point Advisors, LLC | 9.24% | Reduce -0.8% | 255,727 | $16.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -12.0% | 251,282 | $15.9M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.7% | 250,470 | $15.9M |
| Stifel Financial Corp. | 0.02% | Add +5.3% | 240,924 | $15.3M |
| Pathstone Holdings, LLC | 0.07% | Add +0.7% | 234,122 | $14.8M |
| Full Sail Capital, LLC | 1.00% | Add +4.4% | 227,515 | $14.4M |
| MAI Capital Management | 0.15% | Add +3.7% | 222,278 | $14.1M |
| Mission Wealth Management, LP | 0.37% | Add +12.4% | 218,275 | $13.8M |
| Syntrinsic LLC | 4.63% | Add +1.3% | 218,129 | $13.8M |
| American Financial Advisors, LLC | 1.85% | Reduce -4.2% | 207,725 | $13.2M |
| Savant Capital, LLC | 0.15% | Reduce -12.0% | 207,632 | $13.1M |
| First Citizens Bank & Trust Co. | 0.24% | Add +30.2% | 201,744 | $12.8M |
| Exencial Wealth Advisors, LLC | 0.47% | Reduce -3.0% | 197,754 | $12.5M |
| Checchi Capital Advisers, LLC | 0.97% | Reduce -7.0% | 196,214 | $12.4M |
| Cetera Investment Advisers | 0.03% | Add +127.2% | 195,940 | $12.4M |
| M&T Bank Corp | 0.04% | Reduce -22.4% | 195,629 | $12.4M |
| Wealth Architects, LLC | 1.61% | Reduce -0.5% | 193,367 | $12.2M |
| Austin Private Wealth, LLC | 1.39% | Reduce -3.4% | 191,694 | $12.1M |
| CM Wealth Advisors LLC | 3.42% | New | 189,564 | $12.0M |
| Klingman & Associates, LLC | 0.85% | Reduce -0.6% | 186,938 | $11.8M |
| Cibc World Market Inc. | 0.03% | Add +4.1% | 186,413 | $11.8M |
| Parcion Private Wealth LLC | 1.03% | Reduce -1.0% | 184,810 | $11.7M |
| Pure Financial Advisors, LLC | 0.35% | Reduce -1.0% | 178,736 | $11.3M |
| Alesco Advisors, LLC, An ESL Co | 0.37% | Reduce -1.3% | 177,748 | $11.3M |
| Larson Financial Group LLC | 0.85% | Add +37.1% | 174,125 | $11.0M |
| State of Wisconsin - Board of Commissioners of Public Lands | 2.50% | No change | 166,219 | $10.5M |
| Captrust Financial Advisors | 0.04% | Reduce -40.3% | 165,651 | $10.5M |
| Falcon Wealth Planning | 1.59% | Reduce -26.7% | 158,768 | $10.1M |
| Waverly Advisors, LLC | 0.23% | Reduce -8.5% | 156,251 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 153,244 | $9.7M |
| Mariner, LLC | 0.02% | Reduce -56.6% | 153,070 | $9.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -3.2% | 148,990 | $9.4M |
| RTD Financial Advisors, Inc. | 1.25% | Add +2.1% | 147,236 | $9.3M |
| Covenant Partners, LLC | 2.69% | Reduce -4.4% | 145,544 | $9.2M |
| Citigroup Inc. | 0.01% | Reduce -25.9% | 143,391 | $9.1M |
| Kabouter Management, LLC | 37.94% | Reduce -80.4% | 141,932 | $9.0M |
| WESCAP Management Group, Inc. | 2.49% | Reduce -0.2% | 135,645 | $8.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -0.4% | 134,383 | $8.5M |
| Sachem Hill LLC | 1.96% | Reduce -3.2% | 131,988 | $8.4M |
| Barclays PLC | 0.00% | Reduce -15.6% | 131,617 | $8.3M |
| Shoker Investment Counsel, Inc. | 2.87% | Add +0.0% | 127,679 | $8.1M |
| Ifrah Financial Services, Inc. | 2.20% | Add +2.4% | 123,936 | $7.8M |
| JPMorgan Chase & Co. | 0.00% | Add +21.7% | 123,589 | $7.8M |
| Fairhaven Wealth Management, LLC | 2.66% | Reduce -6.7% | 122,377 | $7.8M |
| Sound Stewardship, LLC | 4.52% | Add +8.0% | 117,590 | $7.4M |
| Charles Schwab Trust Co | 0.70% | Add +1.9% | 117,218 | $7.4M |
| Brighton Jones LLC | 0.27% | Reduce -3.0% | 116,676 | $7.4M |
| Pinnacle Associates Ltd. | 0.11% | Reduce -6.2% | 113,811 | $7.2M |
| Great Lakes Advisors, LLC | 0.06% | Add +1.3% | 111,490 | $7.1M |
| Investors Research Corp | 1.65% | Reduce -3.8% | 111,240 | $7.0M |
| US Bancorp \de | 0.01% | Reduce -0.5% | 110,755 | $7.0M |
| Omega Financial Group, LLC | 2.86% | Add +2.8% | 110,239 | $7.0M |
| Private Portfolio Partners LLC | 1.40% | Add +2.4% | 105,992 | $6.7M |
| Twin Focus Capital Partners, LLC | 1.24% | Reduce -18.2% | 102,982 | $6.5M |
| DORVAL Corp | 2.99% | Add +2.9% | 105,355 | $6.5M |
| Washington Trust Bank | 0.61% | Reduce -93.4% | 100,848 | $6.4M |
| Cornerstone Management, Inc. | 1.42% | Add +11.0% | 100,685 | $6.4M |
| Cullen/Frost Bankers, Inc. | 0.09% | Reduce -12.8% | 97,970 | $6.2M |
| Lincoln National Corp. | 0.10% | Add +6.6% | 97,918 | $6.2M |
| Bank of Stockton | 1.87% | Reduce -1.8% | 95,465 | $6.0M |
| Raymond James & Associates | 0.00% | Reduce -11.6% | 94,733 | $6.0M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -3.8% | 94,436 | $6.0M |
| SVB Wealth LLC | 0.13% | Add +8.5% | 94,180 | $6.0M |
| D.A. Davidson & Co. | 0.05% | Reduce -8.4% | 93,992 | $6.0M |
| Bank of Hawaii | 0.28% | Reduce -0.9% | 91,726 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | New | 89,428 | $5.7M |
| FSM Wealth Advisors, LLC | 1.98% | Add +33.4% | 87,853 | $5.6M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.59% | Reduce -6.1% | 87,044 | $5.5M |
| Quent Capital, LLC | 0.64% | Reduce -8.1% | 86,748 | $5.5M |
| Heritage Trust Co | 0.74% | Reduce -1.9% | 86,703 | $5.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -23.1% | 84,612 | $5.4M |
| MSH Capital Advisors LLC | 1.87% | Reduce -0.2% | 84,213 | $5.3M |
| Bryn Mawr Trust Advisors, LLC | 0.30% | Add +37.5% | 82,867 | $5.2M |
| MML Investors Services, LLC | 0.02% | Reduce -49.8% | 81,758 | $5.2M |
| Glenmede Trust Co. NA | 0.03% | Reduce -2.0% | 81,237 | $5.1M |
| NewEdge Advisors, LLC | 0.04% | Add +2.4% | 81,000 | $5.1M |
| Klaas Financial Asset Advisors, LLC | 1.02% | Add +1.6% | 80,412 | $5.1M |
| Bessemer Group Inc. | 0.01% | Reduce -4.2% | 80,300 | $5.1M |
| Brooklyn FI, LLC | 2.09% | Add +2.9% | 80,214 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -1.2% | 79,203 | $5.0M |
| Acadian Asset Management LLC | 0.02% | Add +93.7% | 77,200 | $4.9M |
| Victory Capital Management Inc. | 0.00% | Add +172.4% | 75,252 | $4.8M |
| Clearwater Capital Advisors, LLC | 0.50% | Reduce -1.4% | 74,521 | $4.7M |
| Latigo Investments, LLC | 2.40% | No change | 74,019 | $4.7M |
| Harbor Advisory Corp. | 1.53% | Reduce -1.6% | 70,900 | $4.5M |
| Focus Partners Advisor Solutions, LLC | 0.13% | Add +195.8% | 70,776 | $4.5M |
| Moody National Bank Trust Division | 0.35% | Reduce -0.2% | 70,743 | $4.5M |
| Merriman Wealth Management, LLC | 0.20% | Reduce -0.2% | 70,569 | $4.5M |
| Cambridge Associates LLC /Ma/ | 0.24% | No change | 70,421 | $4.5M |
| Lwmg, LLC | 1.02% | Add +9.8% | 69,645 | $4.4M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.36% | No change | 69,500 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | Add +32.1% | 69,472 | $4.4M |
| Keel Point, LLC | 0.45% | Add +8.3% | 68,987 | $4.4M |
| UMB Bank, n.a. | 0.07% | Reduce -7.1% | 67,329 | $4.3M |
| LTG Capital LLC | 3.61% | Add +14.3% | 63,886 | $4.2M |
| Comerica Bank | 0.02% | Reduce -19.3% | 66,579 | $4.2M |
| Fca Corp. | 1.36% | Add +1.2% | 66,448 | $4.2M |
| Encompass Wealth Advisors, LLC | 1.11% | Add +1.0% | 65,379 | $4.1M |
| My Personal CFO, LLC | 2.32% | Add +3.5% | 63,570 | $4.0M |
| Fonville Wealth Management LLC | 1.76% | Add +13.9% | 62,831 | $4.0M |
| Avior Wealth Management, LLC | 0.18% | Reduce -7.3% | 61,428 | $3.9M |
| IFG Advisors, LLC | 1.00% | Add +5.2% | 61,099 | $3.9M |
| Cascade Financial Partners, LLC | 0.54% | — | 61,340 | $3.8M |
| Stock Yards Bank & Trust Co. | 0.13% | Reduce -6.8% | 59,639 | $3.8M |
| Aspiriant, LLC | 0.15% | Add +2.3% | 59,094 | $3.7M |
| Bleakley Financial Group, LLC | 0.11% | Add +8.1% | 58,666 | $3.7M |
| Simplicity Wealth,LLC | 0.09% | Add +1458.2% | 58,666 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +1.9% | 58,612 | $3.7M |
| Acropolis Investment Management, LLC | 0.24% | Reduce -2.1% | 58,333 | $3.7M |
| Total Wealth Planning, LLC | 0.63% | Reduce -4.1% | 57,674 | $3.7M |
| Goldstein Advisors, LLC | 0.61% | Add +5.8% | 56,824 | $3.6M |
| World Investment Advisors | 0.49% | Reduce -19.1% | 44,162 | $3.4M |
| Sei Investments Co. | 0.00% | Add +288.7% | 53,180 | $3.4M |
| Auto-Owners Insurance Co | 0.09% | No change | 52,300 | $3.3M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -1.2% | 52,210 | $3.3M |
| Cahill Financial Advisors Inc. | 0.45% | Reduce -2.8% | 51,598 | $3.3M |
| Rehmann Capital Advisory Group | 0.24% | Reduce -1.0% | 50,126 | $3.2M |
| NBT Bank, N.A. | 0.23% | Add +0.3% | 49,912 | $3.2M |
| Parkside Financial Bank & Trust | 0.50% | Add +9.9% | 48,720 | $3.1M |
| Martin & Co. Inc. | 0.75% | Reduce -2.8% | 48,371 | $3.1M |
| Hancock Whitney Corp. | 0.11% | Add +4.8% | 48,170 | $3.1M |
| NorthStar Asset Management LLC | 2.31% | Add +10.2% | 48,097 | $3.0M |
| Regal Investment Advisors LLC | 0.21% | Add +4.0% | 47,707 | $3.0M |
| Partners in Financial Planning | 0.67% | Reduce -3.3% | 47,696 | $3.0M |
| Efficient Advisors, LLC | 0.19% | Reduce -6.6% | 47,450 | $3.0M |
| Telos Capital Management, Inc. | 0.34% | Add +3.7% | 47,205 | $3.0M |
| Vance Wealth, LLC | 1.17% | Reduce -1.0% | 46,362 | $2.9M |
| ClariVest Asset Management LLC | 0.30% | No change | 46,222 | $2.9M |
| Meeder Asset Management Inc. | 0.18% | Reduce -10.8% | 46,103 | $2.9M |
| Probity Advisors, Inc. | 0.59% | Reduce -0.1% | 44,860 | $2.8M |
| Pallas Capital Advisors LLC | 0.12% | Reduce -0.5% | 44,147 | $2.8M |
| Perigon Wealth Management, LLC | 0.08% | Add +17.8% | 43,888 | $2.8M |
| Composition Wealth, LLC | 0.07% | Reduce -14.6% | 43,512 | $2.8M |
| Summit Trail Advisors, LLC | 0.07% | Reduce -9.7% | 43,500 | $2.8M |
| Nicholas Hoffman & Company, LLC. | 0.14% | Reduce -0.7% | 43,474 | $2.8M |
| Narus Financial Partners, LLC | 1.17% | Add +2.0% | 43,458 | $2.8M |
| Coyle Financial Counsel LLC | 0.98% | Add +0.1% | 43,111 | $2.7M |
| Disciplined Investments, LLC | 1.49% | Reduce -7.4% | 43,025 | $2.7M |
| Morris Financial Concepts, Inc. | 1.39% | Reduce -19.7% | 42,769 | $2.7M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -15.4% | 42,653 | $2.7M |
| Central Bank & Trust Co. | 0.38% | Reduce -51.5% | 41,956 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -50.7% | 41,522 | $2.6M |
| Abacus Planning Group, Inc. | 0.50% | Reduce -1.3% | 40,405 | $2.6M |
| Millennium Management | 0.00% | New | 40,014 | $2.5M |
| BIP Wealth, LLC | 0.19% | Reduce -4.3% | 39,985 | $2.5M |
| PrairieView Partners, LLC | 0.29% | Reduce -0.2% | 39,849 | $2.5M |
| First Citizens Asset Management, Inc. | 0.95% | Add +55.1% | 39,758 | $2.5M |
| Richard W. Paul & Associates, LLC | 1.00% | Add +0.3% | 39,685 | $2.5M |
| Elm Partners Management LLC | 0.20% | No change | 39,678 | $2.5M |
| Pointe Capital Management LLC | 1.54% | Add +2.8% | 39,650 | $2.5M |
| Citizens Financial Group Inc. | 0.08% | Reduce -3.3% | 38,970 | $2.5M |
| Corrigan Financial, Inc. | 0.61% | Reduce -3.0% | 37,944 | $2.4M |
| IHT Wealth Management, LLC | 0.09% | Add +0.6% | 36,897 | $2.3M |
| Foundation Wealth Management, LLC | 1.85% | Reduce -7.4% | 35,800 | $2.3M |
| Beacon Harbor Wealth Advisors, Inc. | 0.59% | Add +3.0% | 35,316 | $2.2M |
| Frontier Asset Management, LLC | 0.81% | Reduce -4.8% | 34,907 | $2.2M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -69.6% | 34,845 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +1.3% | 34,525 | $2.2M |
| Oppenheimer Asset Management Inc. | 0.03% | Reduce -80.2% | 34,302 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -2.2% | 33,875 | $2.1M |
| American Financial & Tax Strategies Inc. | 1.14% | Add +0.4% | 33,482 | $2.1M |
| Droms Strauss Advisors Inc. /Mo/ | 0.77% | Add +1.2% | 33,298 | $2.1M |
| Simon Quick Advisors, LLC | 0.16% | Reduce -21.6% | 32,965 | $2.1M |
| Prosperity Planning, Inc. | 1.00% | Add +2.4% | 32,645 | $2.1M |
| Endowment Wealth Management, Inc. | 1.54% | Add +12.2% | 32,438 | $2.1M |
| M Holdings Securities, Inc. | 0.34% | Reduce -16.6% | 32,404 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +15.5% | 32,382 | $2.1M |
| Canopy Partners, LLC | 1.00% | No change | 32,359 | $2.0M |
| Crewe Advisors LLC | 0.24% | Add +7.5% | 32,296 | $2.0M |
| Elmwood Wealth Management, Inc. | 0.86% | Add +82.0% | 31,708 | $2.0M |
| CI Investments Inc. | 0.01% | No change | 31,410 | $2.0M |
| Noble Family Wealth, LLC | 0.56% | Add +0.3% | 30,814 | $2.0M |
| Aire Advisors, LLC | 0.44% | Add +0.3% | 30,524 | $1.9M |
| Guidance Point Advisors, LLC | 0.65% | Reduce -1.3% | 30,425 | $1.9M |
| New World Advisors LLC | 0.56% | Reduce -8.7% | 30,249 | $1.9M |
| Park Avenue Securities LLC | 0.02% | Add +7.7% | 29,802 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.29% | New | 29,575 | $1.9M |
| Reston Wealth Management LLC | 0.76% | Reduce -7.1% | 29,399 | $1.9M |
| Single Point Partners, LLC | 0.43% | Reduce -55.0% | 28,961 | $1.8M |
| Nicolet Advisory Services, LLC | 0.18% | Reduce -2.4% | 28,553 | $1.8M |
| Laird Norton Wetherby Wealth Management, LLC | 0.09% | Reduce -5.0% | 28,501 | $1.8M |
| Atlas Capital Advisors Inc. | 0.27% | Reduce -2.8% | 27,559 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Add +4.3% | 27,061 | $1.7M |
| McAdam, LLC | 0.11% | Reduce -0.8% | 26,956 | $1.7M |
| Capital Analysts, LLC | 0.08% | Add +11.2% | 26,518 | $1.7M |
| Financial Counselors Inc. | 0.03% | Reduce -26.6% | 26,481 | $1.7M |
| Advisory Services Network, LLC | 0.04% | Reduce -1.3% | 25,747 | $1.6M |
| Principal Securities, Inc. | 0.05% | Reduce -3.2% | 25,033 | $1.6M |
| White Wing Wealth Management | 1.31% | Reduce -56.2% | 25,064 | $1.6M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +12.6% | 24,773 | $1.6M |
| Vise Technologies, Inc. | 0.31% | Reduce -9.1% | 24,704 | $1.6M |
| FDx Advisors, Inc. | 0.23% | Reduce -37.2% | 24,304 | $1.5M |
| Renaissance Technologies | 0.00% | New | 24,100 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -36.0% | 24,054 | $1.5M |
| Family Firm, Inc. | 0.37% | Reduce -2.6% | 23,947 | $1.5M |
| Sterling Financial Planning, Inc. | 0.61% | Reduce -0.9% | 23,891 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -0.6% | 23,888 | $1.5M |
| AlphaQ Advisors LLC | 0.90% | Add +28.6% | 23,600 | $1.5M |
| Vestcor Inc | 0.05% | Add +94.7% | 23,150 | $1.5M |
| Dohj, LLC | 0.39% | Add +7.3% | 23,039 | $1.5M |
| Lee Financial Co | 0.24% | Reduce -0.3% | 22,965 | $1.5M |
| Rockingstone Advisors LLC | 0.75% | Reduce -1.6% | 22,865 | $1.4M |
| Blair William & Co. | 0.00% | Add +0.1% | 22,683 | $1.4M |
| Evanson Asset Management, LLC | 0.11% | Reduce -1.4% | 22,649 | $1.4M |
| Cardiff Park Advisors, LLC | 0.14% | No change | 22,632 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.30% | Reduce -6.6% | 23,362 | $1.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.3% | 22,200 | $1.4M |
| Mutual Advisors, LLC | 0.05% | Reduce -6.6% | 22,169 | $1.4M |
| Rebalance, LLC | 0.11% | No change | 21,947 | $1.4M |
| Wescott Financial Advisory Group, LLC | 0.17% | Reduce -18.2% | 21,717 | $1.4M |
| Great Point Wealth Advisors, LLC | 0.32% | Reduce -10.2% | 21,592 | $1.4M |
| DAVENPORT & Co LLC | 0.01% | Add +33.0% | 21,471 | $1.4M |
| Trust Co of the South | 0.31% | No change | 21,035 | $1.3M |
| Monument Group Wealth Advisors, LLC | 0.98% | Add +4.9% | 20,813 | $1.3M |
| Intergy Private Wealth, LLC | 0.54% | No change | 20,664 | $1.3M |
| NewEdge Wealth, LLC | 0.03% | Add +23.5% | 20,956 | $1.3M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +15.1% | 19,913 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +6.2% | 19,879 | $1.3M |
| TAGStone Capital, Inc. | 0.73% | Add +3.7% | 19,590 | $1.2M |
| Wealthcare Capital Management LLC | 0.14% | Reduce -9.5% | 19,417 | $1.2M |
| Sowell Financial Services LLC | 0.06% | Reduce -13.8% | 19,175 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -13.3% | 18,757 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.64% | Reduce -0.1% | 18,500 | $1.2M |
| Tortoise Investment Management, LLC | 0.14% | Reduce -4.2% | 18,354 | $1.2M |
| &partners | 0.16% | Add +32.5% | 18,663 | $1.1M |
| Integrity Wealth Solutions LLC | 0.74% | Reduce -22.6% | 17,892 | $1.1M |
| PICTET BANK & TRUST Ltd | 1.19% | No change | 17,800 | $1.1M |
| Nottingham Advisors, Inc. | 0.14% | Add +3.0% | 17,663 | $1.1M |
| Williams & Novak, LLC | 1.26% | No change | 17,951 | $1.1M |
| Squire Investment Management Company, LLC | 0.70% | Add +14.4% | 17,540 | $1.1M |
| Clearstead Advisors, LLC | 0.06% | Add +0.1% | 17,446 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.08% | No change | 17,528 | $1.1M |
| Continuum Advisory, LLC | 0.17% | Add +3.0% | 17,370 | $1.1M |
| Harbor Investment Advisory, LLC | 0.12% | Reduce -2.0% | 17,415 | $1.1M |
| MB Generational Wealth, LLC | 0.86% | Reduce -34.8% | 11,265 | $1.1M |
| Berkeley, Inc | 0.66% | Reduce -0.6% | 17,177 | $1.1M |
| Forum Financial Management, LP | 0.02% | No change | 17,129 | $1.1M |
| Interchange Capital Partners, LLC | 0.72% | Add +12.3% | 16,548 | $1.1M |
| GEM Asset Management, LLC | 0.72% | No change | 17,671 | $1.1M |
| Windward Private Wealth Management Inc. | 0.44% | Reduce -11.9% | 16,828 | $1.1M |
| Harbor Group, Inc. | 0.28% | Reduce -4.9% | 16,611 | $1.1M |
| MAS Advisors LLC | 1.21% | No change | 16,581 | $1.1M |
| Glenview Trust Co | 0.02% | Reduce -1.2% | 16,436 | $1.0M |
| Windham Capital Management, LLC | 0.79% | No change | 15,849 | $1.0M |
| Waldron Private Wealth LLC | 0.05% | No change | 15,826 | $1.0M |
| Breakwater Capital Group | 0.25% | Add +8.3% | 15,824 | $1.0M |
| Park Place Capital Corp | 0.35% | Reduce -45.4% | 15,257 | $966K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -8.9% | 15,242 | $965K |
| RBF Capital, LLC | 0.05% | No change | 15,000 | $950K |
| Strategic Blueprint, LLC | 0.07% | Add +3.6% | 14,920 | $945K |
| Signet Financial Management, LLC | 0.13% | Reduce -3.2% | 14,871 | $942K |
| Tilson Financial Group, Inc. | 0.50% | Reduce -6.2% | 14,828 | $939K |
| Legacy Financial Advisors, Inc. | 0.17% | Add +6.1% | 14,782 | $936K |
| Benedetti & Gucer, Inc. | 0.46% | Add +6.2% | 14,772 | $936K |
| McLean Asset Management Corp | 0.32% | Add +1.3% | 14,761 | $935K |
| Mason Investment Advisory Services, Inc. | 0.06% | No change | 14,590 | $924K |
| Bromfield Sneider Wealth Advisors | 0.57% | Add +21.2% | 14,545 | $921K |
| Catalyst Financial Partners LLC | 0.24% | Add +252.7% | 15,135 | $917K |
| Flputnam Investment Management Co. | 0.02% | Reduce -1.6% | 14,467 | $916K |
| Sax Wealth Advisors, LLC | 0.11% | Reduce -3.0% | 14,449 | $915K |
| Cahill Wealth Management, LLC | 0.53% | Reduce -2.9% | 14,404 | $912K |
| Bokf, NA | 0.02% | Add +0.2% | 14,458 | $912K |
| American Century Companies Inc. | 0.00% | Reduce -81.2% | 14,387 | $911K |
| GFS Advisors, LLC | 0.15% | Reduce -2.3% | 14,386 | $911K |
| Girard Partners LTD. | 0.09% | Reduce -49.9% | 14,321 | $907K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.4% | 14,275 | $900K |
| Walkner Condon Financial Advisors LLC | 0.19% | Add +20.9% | 13,936 | $883K |
| Tobias Financial Advisors, Inc. | 0.20% | No change | 13,874 | $879K |
| James J. Burns & Company, LLC | 0.31% | Reduce -35.5% | 14,034 | $877K |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -47.1% | 13,632 | $863K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -4.1% | 13,620 | $863K |
| Aspect Partners, LLC | 0.68% | Add +5.4% | 13,596 | $861K |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Add +4.3% | 13,563 | $859K |
| Citadel Advisors | 0.00% | New | 13,478 | $854K |
| Compound Planning, Inc. | 0.08% | Add +84.5% | 13,447 | $852K |
| Geneos Wealth Management Inc. | 0.04% | Reduce -5.5% | 13,344 | $845K |
| Westmount Partners, LLC | 0.30% | Reduce -1.2% | 13,330 | $844K |
| BayBridge Capital Group, LLC | 0.73% | Reduce -3.9% | 13,793 | $842K |
| Unionview, LLC | 0.69% | Reduce -0.3% | 13,265 | $840K |
| Truepoint, Inc. | 0.02% | No change | 13,116 | $831K |
| Magnus Financial Group LLC | 0.10% | Add +4.8% | 13,052 | $827K |
| First Western Trust Bank | 0.04% | No change | 13,041 | $826K |
| Regions Financial Corp. | 0.01% | Reduce -0.1% | 12,933 | $819K |
| Curi Capital, LLC | 0.02% | Reduce -10.4% | 12,819 | $812K |
| Presilium Private Wealth, LLC | 0.21% | Reduce -0.6% | 12,786 | $810K |
| Adero Partners, LLC | 0.06% | Reduce -18.5% | 12,726 | $806K |
| Wooster Corthell Wealth Management, Inc. | 0.18% | Reduce -1.3% | 12,506 | $792K |
| Asset Dedication, LLC | 0.06% | No change | 12,574 | $792K |
| Private Advisor Group, LLC | 0.01% | Reduce -6.7% | 12,463 | $789K |
| LongView Wealth Management | 0.31% | Add +0.7% | 12,448 | $788K |
| Argent Trust Co | 0.04% | Reduce -6.7% | 12,342 | $782K |
| Busey Bank | 0.03% | No change | 12,279 | $778K |
| Deutsche Bank AG | 0.00% | Add +5.2% | 12,178 | $771K |
| William Howard & Co Financial Advisors Inc | 0.71% | — | 11,862 | $752K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -57.4% | 11,657 | $738K |
| Cwm, LLC | 0.00% | Add +107.2% | 11,459 | $726K |
| Merit Financial Group, LLC | 0.02% | Reduce -1.1% | 11,537 | $724K |
| Two Sigma Securities, LLC | 0.04% | New | 11,352 | $719K |
| BluePointe Capital Management, LLC | 0.48% | No change | 11,075 | $701K |
| Financial Synergies Wealth Advisors, Inc. | 0.09% | Reduce -22.6% | 11,016 | $698K |
| Annex Advisory Services, LLC | 0.02% | Reduce -55.9% | 10,944 | $693K |
| Cerity Partners LLC | 0.00% | Reduce -7.8% | 10,942 | $693K |
| Alera Investment Advisors, LLC | 0.09% | Reduce -5.0% | 10,922 | $692K |
| Invesco Ltd. | 0.00% | Add +0.5% | 10,820 | $685K |
| Clayton Financial Group LLC | 0.31% | Add +1.7% | 10,773 | $682K |
| Becker Capital Management Inc. | 0.02% | No change | 10,702 | $678K |
| PBMares Wealth Management LLC | 0.18% | No change | 10,674 | $676K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1529.5% | 10,657 | $675K |
| River Wealth Advisors LLC | 0.10% | Reduce -10.5% | 10,636 | $674K |
| Moneco Advisors, LLC | 0.11% | Reduce -32.4% | 10,591 | $671K |
| Vantage Financial Partners Ltd., Inc. | 0.17% | Reduce -13.0% | 10,565 | $669K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -0.0% | 10,535 | $667K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.6% | 10,393 | $658K |
| Mather Group, Llc. | 0.01% | No change | 10,601 | $656K |
| Graypoint LLC | 0.05% | Reduce -28.5% | 10,160 | $643K |
| National Bank of Canada | 0.00% | Add +220.4% | 10,014 | $637K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.5% | 10,057 | $637K |
| OneDigital Investment Advisors LLC | 0.01% | Add +14.7% | 10,018 | $634K |
| Watts Gwilliam & Co., LLC | 0.20% | — | 9,906 | $634K |
| Index Fund Advisors, Inc. | 0.03% | Add +0.9% | 9,832 | $623K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Add +1.6% | 9,789 | $620K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Add +1.6% | 9,683 | $613K |
| St. Louis Trust Co | 0.10% | No change | 9,680 | $613K |
| Allegheny Financial Group | 0.19% | Reduce -31.1% | 9,671 | $612K |
| Alpha Omega Wealth Management LLC | 0.11% | No change | 9,584 | $607K |
| Lido Advisors, LLC | 0.01% | Add +3.7% | 9,445 | $598K |
| Rf&l Wealth Management, LLC | 0.46% | No change | 9,398 | $595K |
| Lam Group, Inc. | 0.48% | Reduce -0.1% | 9,350 | $592K |
| Argonautica Private Wealth Management, Inc. | 0.21% | Add +0.3% | 9,344 | $592K |
| Renasant Bank | 0.42% | No change | 9,334 | $591K |
| Embree Financial Group | 0.12% | Reduce -9.9% | 9,291 | $588K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +14.0% | 8,836 | $560K |
| Accretive Wealth Partners, LLC | 0.25% | Add +0.1% | 8,856 | $556K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -0.4% | 24,702 | $555K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 8,680 | $550K |
| ARK & TLK Investments, LLC | 0.21% | No change | 8,653 | $548K |
| Tranquility Partners, LLC | 0.21% | No change | 8,588 | $544K |
| 1900 Wealth Management LLC | 0.05% | Reduce -1.6% | 8,583 | $544K |
| Biltmore Family Office, LLC | 0.11% | Reduce -12.5% | 8,557 | $542K |
| Prudential PLC | 0.00% | Reduce -41.3% | 8,517 | $539K |
| Walleye Capital LLC | 0.01% | New | 8,508 | $539K |
| Richard P Slaughter Associates Inc | 0.13% | Reduce -3.0% | 8,493 | $538K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -6.6% | 8,472 | $537K |
| Nwam LLC | 0.04% | Reduce -19.5% | 8,428 | $534K |
| Vista Investment Management | 0.21% | Reduce -4.3% | 8,299 | $526K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -21.1% | 8,253 | $523K |
| KFA Private Wealth Group, LLC | 0.16% | Reduce -0.8% | 8,110 | $514K |
| Tudor Investment Corporation | 0.01% | New | 7,882 | $499K |
| Synovus Financial Corp. | 0.01% | Add +19.9% | 7,762 | $492K |
| Kingsview Wealth Management, LLC | 0.01% | Add +2.1% | 7,633 | $483K |
| West Coast Financial LLC | 0.06% | No change | 7,590 | $481K |
| Cornerstone Wealth Advisors, Inc. | 0.15% | Reduce -10.1% | 7,545 | $478K |
| JMG Financial Group, Ltd. | 0.02% | No change | 7,501 | $475K |
| Parallel Advisors, LLC | 0.01% | No change | 7,484 | $474K |
| Objective Capital Management, LLC | 0.32% | Reduce -9.1% | 7,476 | $473K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 7,470 | $473K |
| Headinvest, LLC | 0.09% | No change | 7,440 | $471K |
| Sigma Planning Corp | 0.01% | Add +82.9% | 7,398 | $469K |
| Beaird Harris Wealth Management, LLC | 0.05% | Reduce -0.6% | 7,338 | $465K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Reduce -0.2% | 7,254 | $459K |
| Summit Financial, LLC | 0.03% | Reduce -2.9% | 7,139 | $452K |
| Wedmont Private Capital | 0.03% | No change | 7,121 | $451K |
| Cutler Investment Counsel LLC | 0.06% | Add +30.0% | 7,101 | $450K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -27.6% | 7,090 | $449K |
| Partnership Wealth Management, LLC | 0.31% | Add +1.7% | 7,072 | $448K |
| Latitude Advisors, LLC | 0.28% | Reduce -0.9% | 7,018 | $444K |
| Athena Investment Management | 0.26% | No change | 6,965 | $441K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 6,856 | $434K |
| First Interstate Bank | 0.03% | No change | 6,777 | $429K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -18.9% | 6,775 | $429K |
| Whalerock Point Partners, LLC | 0.12% | No change | 6,700 | $424K |
| Brickley Wealth Management | 0.10% | No change | 6,582 | $417K |
| Nicolet Bankshares Inc. | 0.08% | Add +5.8% | 6,432 | $407K |
| Raymond James Trust N.A. | 0.01% | Reduce -5.1% | 6,369 | $403K |
| Cedar Brook Financial Partners, LLC | 0.08% | Add +3.3% | 6,306 | $399K |
| Pioneer Wealth Management Group | 0.23% | Reduce -35.5% | 6,301 | $399K |
| Courage Miller Partners, LLC | 0.13% | Reduce -4.1% | 6,107 | $387K |
| Wrapmanager Inc. | 0.11% | Reduce -12.5% | 6,053 | $383K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.1% | 6,008 | $380K |
| BOK Financial Private Wealth, Inc. | 0.03% | Add +25.2% | 5,962 | $378K |
| LM Advisors LLC | 0.06% | New | 5,798 | $367K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.9% | 5,761 | $365K |
| Lake Street Private Wealth, LLC | 0.05% | Add +4.2% | 5,718 | $362K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -6.5% | 5,717 | $362K |
| Kintra Wealth, LLC | 0.26% | No change | 5,620 | $356K |
| Criterion Capital Advisors, LLC | 0.24% | Add +3.8% | 5,620 | $356K |
| Belpointe Asset Management LLC | 0.03% | Reduce -1.5% | 5,618 | $356K |
| Raffa Wealth Management, LLC | 0.10% | No change | 5,564 | $352K |
| Ancora Advisors LLC | 0.01% | No change | 5,545 | $351K |
| Ritholtz Wealth Management | 0.01% | Add +0.6% | 5,526 | $350K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -6.6% | 5,424 | $344K |
| AllSquare Wealth Management LLC | 0.20% | No change | 5,424 | $344K |
| Advisor Resource Council | 0.14% | New | 5,526 | $342K |
| Collective Family Office LLC | 0.11% | Reduce -2.5% | 5,344 | $338K |
| Savvy Advisors, Inc. | 0.19% | Reduce -26.2% | 5,318 | $337K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +2.6% | 5,268 | $334K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.1% | 5,271 | $334K |
| Stephens Inc. | 0.01% | No change | 5,252 | $333K |
| Prospera Financial Services Inc | 0.01% | Add +6.8% | 5,166 | $328K |
| Squarepoint Ops LLC | 0.00% | New | 5,109 | $324K |
| Spectrum Wealth Counsel, LLC | 0.04% | No change | 5,093 | $323K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -13.1% | 5,240 | $321K |
| Meridian Financial Advisors, LLC | 0.24% | No change | 5,066 | $321K |
| Tufton Capital Management | 0.06% | Reduce -1.0% | 5,005 | $317K |
| GW&K Investment Management, LLC | 0.00% | Add +408.2% | 4,980 | $315K |
| Beaumont Financial Advisors, LLC | 0.03% | Add +12.3% | 4,949 | $313K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -0.4% | 4,943 | $313K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.9% | 4,939 | $313K |
| Farther Finance Advisors, LLC | 0.02% | Add +24.7% | 4,926 | $311K |
| Peloton Wealth Strategists | 0.13% | Add +0.0% | 4,873 | $309K |
| Kavar Capital Partners Group, LLC | 0.06% | Reduce -52.0% | 4,779 | $303K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 4,650 | $294K |
| Navellier & Associates Inc. | 0.04% | Reduce -5.5% | 4,578 | $290K |
| Vannoy Advisory Group, Inc. | 0.22% | No change | 4,541 | $288K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.9% | 4,473 | $283K |
| Up Strategic Wealth Investment Advisors LLC | 0.46% | Reduce -3.5% | 4,449 | $282K |
| IFP Advisors, Inc | 0.01% | Add +72.4% | 4,361 | $276K |
| TFC Financial Management, Inc. | 0.05% | Add +8.2% | 4,302 | $272K |
| AE Wealth Management LLC | 0.00% | Reduce -91.4% | 4,289 | $272K |
| Columbus Macro, LLC | 0.10% | Reduce -0.2% | 4,278 | $271K |
| Independence Bank of Kentucky | 0.08% | No change | 4,237 | $268K |
| Stone Summit Wealth LLC | 0.09% | No change | 4,224 | $268K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 4,205 | $266K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 4,184 | $265K |
| Berger Financial Group, Inc | 0.02% | Reduce -4.6% | 4,155 | $263K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -25.9% | 4,129 | $262K |
| Evergreen Capital Management LLC | 0.01% | Reduce -8.2% | 4,112 | $260K |
| Truefg, LLC | 0.10% | Add +0.2% | 4,103 | $260K |
| Legacy Edge Advisors, LLC | 0.05% | Reduce -9.5% | 4,100 | $260K |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 4,100 | $260K |
| Bryant Woods Investment Advisors, LLC | 0.15% | Add +7.1% | 4,079 | $258K |
| Debussy Capital Management LP | 0.08% | No change | 4,046 | $257K |
| Northwest Wealth Management, LLC | 0.07% | Reduce -0.3% | 4,046 | $256K |
| Betterment LLC | 0.00% | Add +7.9% | 4,045 | $256K |
| GC Wealth Management RIA, LLC | 0.05% | New | 4,031 | $255K |
| Independent Financial Group, LLC | 0.01% | Add +1.4% | 3,981 | $252K |
| LPWM LLC | 0.09% | Reduce -6.4% | 4,032 | $252K |
| Townsquare Capital LLC | 0.00% | New | 3,972 | $252K |
| Prudential Financial Inc. | 0.00% | Add +1.8% | 3,972 | $252K |
| HB Wealth Management, LLC | 0.00% | Add +1.8% | 3,957 | $251K |
| Focus Financial Network, Inc. | 0.01% | — | 4,068 | $246K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -6.7% | 3,847 | $244K |
| Wedbush Securities Inc. | 0.01% | Add +1.8% | 3,773 | $239K |
| Cumberland Advisors Inc. | 0.09% | No change | 3,740 | $237K |
| Integral Investment Advisors, Inc. | 0.10% | New | 3,711 | $236K |
| Linscomb Wealth, Inc. | 0.01% | No change | 3,713 | $235K |
| Keybank National Association | 0.00% | No change | 3,684 | $233K |
| GYL Financial Synergies, LLC | 0.02% | No change | 3,663 | $232K |
| Trexquant Investment LP | 0.00% | Reduce -37.8% | 3,615 | $229K |
| Callan Capital, LLC | 0.02% | No change | 3,524 | $223K |
| Idaho Trust Co | 0.22% | New | 3,520 | $223K |
| Fingerlakes Wealth Management, Inc. | 0.22% | Reduce -0.7% | 3,520 | $223K |
| Foster Victor Wealth Advisors, LLC | 0.02% | No change | 3,526 | $221K |
| Werba Rubin Papier Wealth Management | 0.06% | No change | 3,464 | $219K |
| Granite Harbor Advisors, Inc. | 0.15% | Reduce -2.1% | 3,452 | $219K |
| Valmark Advisers, Inc. | 0.00% | New | 3,427 | $217K |
| Gemmer Asset Management LLC | 0.03% | Reduce -9.6% | 3,402 | $215K |
| Advisors Capital Management, LLC | 0.00% | Reduce -1.4% | 3,399 | $215K |
| Eagle Strategies LLC | 0.05% | Reduce -89.6% | 3,389 | $215K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 3,362 | $213K |
| Fee-Only Financial Planning, L.C. | 0.14% | No change | 3,350 | $212K |
| Ellis Investment Partners, LLC | 0.04% | No change | 3,247 | $206K |
| Frazier Financial Advisors, LLC | 0.17% | No change | 3,220 | $204K |
| Ascent Group, LLC | 0.02% | Reduce -7.8% | 3,190 | $202K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 3,172 | $201K |
| Willow Creek Wealth Management Inc. | 0.02% | New | 3,173 | $201K |
| Samalin Investment Counsel, LLC | 0.10% | Reduce -8.3% | 3,170 | $201K |
| Wealthspire Retirement, LLC | 0.02% | New | 3,170 | $201K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.0% | 3,145 | $199K |
| Key Financial Inc | 0.05% | No change | 3,125 | $198K |
| Red Tortoise LLC | 0.10% | Reduce -0.8% | 2,886 | $183K |
| Cassady Schiller Wealth Management, LLC | 0.08% | No change | 2,878 | $182K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,850 | $180K |
| Signaturefd, LLC | 0.00% | Add +24.7% | 2,765 | $175K |
| Clear Investment Research, LLC | 0.23% | Add +3.8% | 2,668 | $169K |
| Valley National Advisers Inc. | 0.02% | Reduce -29.6% | 2,556 | $161K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 2,534 | $160K |
| Arax Advisory Partners | 0.02% | No change | 2,468 | $156K |
| Sandy Spring Bank | 0.01% | Add +47.4% | 2,336 | $148K |
| SJS Investment Consulting Inc. | 0.03% | No change | 2,190 | $139K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,140 | $136K |
| JDM Financial Group LLC | 0.10% | No change | 2,094 | $133K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,077 | $132K |
| Dogwood Wealth Management LLC | 0.08% | Reduce -21.6% | 1,937 | $123K |
| Lanark Financial, Inc. | 0.01% | No change | 1,734 | $119K |
| Glassman Wealth Services | 0.02% | No change | 1,786 | $113K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.8% | 1,777 | $113K |
| Spire Wealth Management | 0.00% | No change | 1,775 | $112K |
| WealthCollab, LLC | 0.08% | No change | 1,762 | $112K |
| Highline Wealth Partners LLC | 0.05% | Reduce -5.4% | 1,755 | $111K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -0.6% | 1,774 | $111K |
| Creative Financial Designs Inc. | 0.01% | Reduce -4.8% | 1,680 | $106K |
| Trust Co | 0.01% | No change | 1,660 | $105K |
| Tompkins Financial Corp. | 0.01% | Reduce -0.1% | 1,570 | $99K |
| Horizon Bancorp Inc. | 0.04% | Reduce -21.3% | 1,467 | $93K |
| Eagle Bay Advisors LLC | 0.06% | Reduce -26.3% | 1,426 | $90K |
| Indiana Trust & Investment Management Co | 0.04% | No change | 1,389 | $88K |
| Hexagon Capital Partners LLC | 0.02% | Add +22.6% | 1,263 | $80K |
| Private Trust Co. NA | 0.01% | Add +0.6% | 1,253 | $79K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 1,229 | $78K |
| FSC Wealth Advisors, LLC | 0.05% | Add +125.1% | 1,211 | $77K |
| AdvisorNet Financial, Inc | 0.01% | No change | 1,203 | $76K |
| Rothschild Investment LLC | 0.01% | No change | 1,177 | $75K |
| Carolinas Wealth Consulting LLC | 0.01% | New | 1,174 | $74K |
| Gradient Investments LLC | 0.00% | Add +6.4% | 1,146 | $73K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -4.0% | 1,142 | $72K |
| Whittier Trust Co. | 0.00% | No change | 1,048 | $66K |
| Burkett Financial Services, LLC | 0.03% | No change | 1,034 | $65K |
| McClarren Financial Advisors, Inc. | 0.05% | No change | 1,004 | $64K |
| Grove Bank & Trust | 0.01% | No change | 1,005 | $64K |
| Custom Portfolio Group LLC | 0.05% | No change | 932 | $59K |
| Addison Advisors LLC | 0.02% | No change | 925 | $59K |
| Abound Wealth Management | 0.02% | No change | 908 | $58K |
| Elevation Wealth Partners, LLC | 0.03% | Add +1.4% | 899 | $57K |
| Front Row Advisors LLC | 0.02% | Add +5846.7% | 892 | $56K |
| Delta Asset Management LLC | 0.00% | No change | 876 | $55K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +1.0% | 819 | $52K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 810 | $51K |
| Private Ocean, LLC | 0.01% | Add +25.4% | 785 | $50K |
| Blue Trust, Inc. | 0.00% | Reduce -46.7% | 781 | $49K |
| Bogart Wealth, LLC | 0.00% | Reduce -95.7% | 766 | $49K |
| Northwest Investment Counselors, LLC | 0.01% | New | 750 | $47K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +94.3% | 717 | $45K |
| Smartleaf Asset Management LLC | 0.01% | Add +74.1% | 698 | $44K |
| JNBA Financial Advisors | 0.00% | No change | 700 | $44K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 663 | $42K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 663 | $42K |
| Caldwell Sutter Capital, Inc. | 0.02% | Add +13080.0% | 659 | $42K |
| TCTC Holdings, LLC | 0.00% | New | 659 | $42K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $39K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +1.3% | 618 | $39K |
| City State Bank | 0.02% | No change | 619 | $39K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | Add +605.8% | 614 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +2000.0% | 630 | $39K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 547 | $35K |
| Elevate Wealth Advisory, Inc. | 0.03% | Reduce -39.3% | 551 | $35K |
| Stephens Consulting, LLC | 0.01% | Reduce -17.5% | 532 | $34K |
| GAMMA Investing LLC | 0.01% | No change | 500 | $32K |
| Cutler Group LLC / CA | 0.02% | New | 500 | $31K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $29K |
| Venturi Wealth Management, LLC | 0.00% | No change | 438 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $26K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 400 | $25K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $25K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -89.5% | 381 | $24K |
| St Germain D J Co. Inc. | 0.00% | No change | 356 | $23K |
| Tucker Asset Management LLC | 0.00% | New | 333 | $21K |
| WASHINGTON TRUST Co | 0.00% | Reduce -67.9% | 329 | $21K |
| Halpern Financial, Inc. | 0.01% | No change | 324 | $20K |
| Coston, McIsaac & Partners | 0.01% | No change | 301 | $19K |
| First Command Advisory Services, Inc. | 0.00% | New | 300 | $19K |
| Clear Point Advisors Inc. | 0.02% | No change | 296 | $19K |
| Tsfg, LLC | 0.00% | No change | 279 | $18K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 279 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 278 | $18K |
| CNB Bank | 0.01% | Reduce -36.1% | 265 | $17K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -5.8% | 259 | $16K |
| Twin City Private Wealth, LLC | 0.02% | — | 257 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $16K |
| Element Wealth, LLC | 0.01% | No change | 239 | $15K |
| Main Management LLC | 0.00% | No change | 221 | $14K |
| New Covenant Trust Company, N.A. | 0.01% | — | 220 | $14K |
| FRG Family Wealth Advisors LLC | 0.00% | New | 225 | $14K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $13K |
| Newton One Investments LLC | 0.01% | No change | 202 | $13K |
| Angeles Wealth Management, LLC | 0.00% | No change | 198 | $13K |
| Financial Connections Group, Inc. | 0.01% | New | 185 | $12K |
| Financial Management Professionals, Inc. | 0.00% | No change | 191 | $12K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 197 | $12K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 181 | $11K |
| Spotlight Asset Group, Inc. | 0.01% | No change | 180 | $11K |
| Retirement Group, LLC | 0.00% | Reduce -8.6% | 171 | $11K |
| NorthRock Partners, LLC | 0.00% | Add +69.1% | 164 | $10K |
| Pflug Koory, LLC | 0.00% | No change | 162 | $10K |
| TD Private Client Wealth LLC | 0.00% | No change | 162 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 153 | $10K |
| Financial Perspectives, Inc | 0.00% | No change | 149 | $9K |
| Avion Wealth | 0.00% | No change | 132 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 134 | $8K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 134 | $8K |
| Covestor Ltd | 0.01% | No change | 130 | $8K |
| Aspire Private Capital, LLC | 0.00% | No change | 125 | $8K |
| FAS Wealth Partners, Inc. | 0.00% | Add +158.3% | 124 | $8K |
| Founders Financial Alliance, LLC | 0.00% | Add +73.2% | 123 | $8K |
| First Community Trust NA | 0.01% | New | 121 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | New | 119 | $8K |
| Vima LLC | 0.01% | No change | 124 | $7K |
| Main Street Group, LTD | 0.00% | No change | 117 | $7K |
| JFS Wealth Advisors, LLC | 0.00% | Add +129.8% | 108 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 83 | $5K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 81 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 80 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 82 | $5K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 76 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -89.5% | 65 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 62 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 62 | $4K |
| Howe & Rusling Inc. | 0.00% | New | 61 | $4K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 56 | $4K |
| Oakworth Capital, Inc. | 0.00% | New | 54 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 50 | $3K |
| EPG Wealth Management LLC | 0.00% | No change | 43 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 42 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 41 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 33 | $2K |
| First Manhattan Co. Llc. | 0.00% | No change | 26 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 26 | $2K |
| Truvestments Capital LLC | 0.00% | New | 25 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 25 | $2K |
| Archer Investment Corp | 0.00% | No change | 22 | $1K |
| WR Wealth Planners, LLC | 0.00% | New | 20 | $1K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 19 | $1K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 16 | $1K |
| Benjamin Edwards Inc. | 0.00% | New | 23 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 13 | $823 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 12 | $760 |
| American National Bank & Trust | 0.00% | No change | 12 | $760 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 11 | $697 |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -47.1% | 9 | $570 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $443 |
"% of holder's portfolio" is SCZ's weight in each manager's 13F, not the share of iShares MSCI Eafe Small-Cap the manager owns.