iShares MSCI Eafe Small-CapSCZETF
13F holders, Q3 2024 (September 30)693holders +32
65new positions
35sold out
4famous investors
$67.64avg. 13F price*
At the end of Q3 2024, 693 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 32 from Q2 2024. 65 opened new positions and 35 sold out. The largest holders were Jones Financial Companies LLLP ($883.7M), Natixis Advisors, LLC ($598.5M) and Creative Planning ($327.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $53.9M |
| Exits | 35 | $291.0M |
All 13F filers, Q2 2024 → Q3 2024: 5,355,047 shares bought and 15,754,348 shares sold, net −10,399,301 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 693 holders
| Jones Financial Companies LLLP | 0.91% | Add +3.2% | 13,059,249 | $883.7M |
| Natixis Advisors, LLC | 1.17% | Add +8.9% | 8,839,995 | $598.5M |
| Creative Planning | 0.32% | Reduce -2.8% | 4,833,346 | $327.2M |
| FMR LLC | 0.02% | Reduce -31.5% | 3,709,228 | $251.1M |
| Bank of New York Mellon Corp | 0.05% | Reduce -6.0% | 3,585,250 | $242.7M |
| State of New Jersey Common Pension Fund D | 0.99% | No change | 3,560,557 | $241.0M |
| BlackRock, Inc. | 0.00% | — | 3,261,185 | $220.8M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -9.0% | 3,251,725 | $220.1M |
| Morgan Stanley | 0.01% | Reduce -2.8% | 2,693,615 | $182.4M |
| Modera Wealth Management, LLC | 1.96% | Add +6.8% | 2,271,038 | $153.7M |
| Tiaa Trust, National Association | 0.39% | Reduce -75.3% | 1,938,594 | $131.2M |
| Bank of America Corp. | 0.01% | Reduce -5.7% | 1,847,588 | $125.1M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -1.5% | 1,661,380 | $112.5M |
| JPMorgan Chase & Co. | 0.01% | Add +1121.8% | 1,308,857 | $88.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.2% | 1,305,174 | $88.4M |
| Northern Trust Corp. | 0.01% | Reduce -5.5% | 1,126,499 | $76.3M |
| Focus Partners Wealth | 0.24% | Reduce -14.6% | 1,122,940 | $76.0M |
| Forvis Mazars Wealth Advisors, LLC | 1.71% | Reduce -4.0% | 1,097,512 | $74.3M |
| Cassaday & Co Wealth Management LLC | 1.70% | Reduce -0.4% | 887,531 | $60.1M |
| UBS Group AG | 0.02% | Reduce -18.2% | 838,703 | $56.8M |
| HighTower Advisors, LLC | 0.08% | Add +12.6% | 810,652 | $54.9M |
| State of Tennessee, Department of Treasury | 0.17% | Add +1.2% | 706,279 | $47.8M |
| Wellington Management Group LLP | 0.01% | Add +112.4% | 686,988 | $46.5M |
| Coldstream Capital Management Inc. | 0.99% | Add +5.2% | 673,978 | $45.6M |
| Avantax Advisory Services, Inc. | 0.30% | Add +2.1% | 670,404 | $45.4M |
| Bank of Montreal | 0.02% | Reduce -4.3% | 670,008 | $45.3M |
| Corient Private Wealth LP | 0.07% | Add +1.7% | 669,164 | $45.3M |
| One Capital Management, LLC | 1.41% | Add +3.2% | 654,228 | $44.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +0.3% | 591,690 | $40.1M |
| LPL Financial LLC | 0.02% | Reduce -0.7% | 582,506 | $39.4M |
| Wilmington Savings Fund Society, FSB | 0.69% | Reduce -5.1% | 571,625 | $38.7M |
| Alberta Investment Management Corp | 0.35% | Add +486.7% | 565,057 | $38.3M |
| Moneta Group Investment Advisors LLC | 0.47% | Reduce -1.2% | 473,588 | $32.1M |
| Halbert Hargrove Global Advisors, LLC | 1.74% | Reduce -13.9% | 464,044 | $31.4M |
| Franklin Resources Inc. | 0.01% | Reduce -23.3% | 461,049 | $30.4M |
| Plancorp, LLC | 1.23% | Add +5.6% | 445,652 | $30.2M |
| Ballentine Partners, LLC | 0.51% | Reduce -4.3% | 441,821 | $29.9M |
| Baker Avenue Asset Management, LP | 0.92% | Add +1.2% | 429,393 | $29.1M |
| Choreo, LLC | 0.40% | Add +0.7% | 406,688 | $27.4M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +12.5% | 391,293 | $26.5M |
| Mariner, LLC | 0.05% | Add +143.9% | 377,569 | $25.6M |
| Mill Creek Capital Advisors, LLC | 0.56% | Reduce -5.3% | 345,314 | $23.4M |
| Arvest Bank Trust Division | 1.30% | — | 334,072 | $22.6M |
| Wells Fargo & Company | 0.01% | Reduce -26.4% | 326,256 | $22.1M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +2.1% | 313,102 | $21.2M |
| Brand Asset Management Group, Inc. | 8.16% | Add +0.6% | 308,077 | $20.9M |
| Wealthcare Advisory Partners LLC | 0.57% | Add +2.1% | 297,399 | $20.1M |
| Quadrant Capital Group LLC | 1.38% | Reduce -2.0% | 294,340 | $19.9M |
| Fifth Third Bancorp | 0.07% | Add +0.6% | 293,130 | $19.8M |
| Bear Mountain Capital, Inc. | 7.60% | Add +0.9% | 294,332 | $19.3M |
| Shakespeare Wealth Management, LLC | 4.97% | Reduce -3.6% | 280,620 | $19.0M |
| Truist Financial Corp. | 0.03% | Reduce -31.1% | 272,631 | $18.5M |
| Equitable Holdings, Inc. | 0.18% | Reduce -14.9% | 269,924 | $18.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +1.0% | 257,661 | $17.4M |
| Shore Point Advisors, LLC | 9.18% | Reduce -0.9% | 253,376 | $17.2M |
| MAI Capital Management | 0.16% | Add +1.0% | 250,001 | $16.9M |
| Stifel Financial Corp. | 0.02% | Add +3.1% | 244,498 | $16.6M |
| Syntrinsic LLC | 5.04% | Add +1.5% | 223,838 | $15.1M |
| Pathstone Holdings, LLC | 0.07% | Add +1.7% | 222,763 | $15.1M |
| Cetera Investment Advisers | 0.03% | Add +5.4% | 222,385 | $15.1M |
| Savant Capital, LLC | 0.12% | Add +7.4% | 221,816 | $15.0M |
| Full Sail Capital, LLC | 0.95% | Reduce -3.0% | 219,900 | $14.9M |
| First Citizens Bank & Trust Co. | 0.32% | Add +2.6% | 216,731 | $14.7M |
| Royal Bank of Canada | 0.00% | Add +29.5% | 203,078 | $13.7M |
| Mission Wealth Management, LP | 0.33% | Reduce -3.1% | 199,350 | $13.5M |
| Kabouter Management, LLC | 85.49% | Add +38.7% | 196,862 | $13.3M |
| Checchi Capital Advisers, LLC | 0.98% | Reduce -1.9% | 193,882 | $13.1M |
| Exencial Wealth Advisors, LLC | 0.46% | Reduce -1.8% | 190,227 | $12.9M |
| Merriman Wealth Management, LLC | 0.52% | Add +177.5% | 189,699 | $12.8M |
| Wealth Architects, LLC | 1.43% | Reduce -2.8% | 187,237 | $12.7M |
| Baird Financial Group, Inc. | 0.02% | Add +0.7% | 183,981 | $12.5M |
| Parcion Private Wealth LLC | 1.01% | Reduce -0.8% | 179,354 | $12.1M |
| Klingman & Associates, LLC | 0.75% | Reduce -4.3% | 178,508 | $12.1M |
| Austin Private Wealth, LLC | 1.16% | Reduce -3.9% | 173,436 | $11.7M |
| Pure Financial Advisors, LLC | 0.27% | Reduce -3.6% | 167,757 | $11.4M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -30.0% | 164,212 | $11.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +93.4% | 161,645 | $10.9M |
| Alesco Advisors, LLC, An ESL Co | 0.34% | Reduce -8.0% | 160,143 | $10.8M |
| RTD Financial Advisors, Inc. | 1.35% | Add +3.5% | 157,704 | $10.7M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.4% | 155,701 | $10.5M |
| Captrust Financial Advisors | 0.03% | Reduce -5.0% | 154,206 | $10.4M |
| M&T Bank Corp | 0.03% | Reduce -14.0% | 152,302 | $10.3M |
| Sachem Hill LLC | 1.94% | Reduce -1.5% | 141,198 | $9.6M |
| Waverly Advisors, LLC | 0.18% | Reduce -5.5% | 140,577 | $9.5M |
| WESCAP Management Group, Inc. | 2.37% | Add +2.4% | 139,566 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -4.4% | 136,401 | $9.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.62% | No change | 134,500 | $9.1M |
| Covenant Partners, LLC | 2.59% | Reduce -3.7% | 131,345 | $8.9M |
| Fairhaven Wealth Management, LLC | 2.63% | Add +0.7% | 126,775 | $8.6M |
| Omega Financial Group, LLC | 3.25% | Add +8.3% | 126,531 | $8.6M |
| Shoker Investment Counsel, Inc. | 2.86% | Reduce -4.4% | 125,584 | $8.5M |
| Ifrah Financial Services, Inc. | 2.24% | Add +0.4% | 122,569 | $8.3M |
| Sound Stewardship, LLC | 4.63% | Add +2.1% | 121,799 | $8.2M |
| Great Lakes Advisors, LLC | 0.07% | Reduce -4.7% | 117,785 | $8.0M |
| Charles Schwab Trust Co | 0.67% | Reduce -0.6% | 115,437 | $7.8M |
| Larson Financial Group LLC | 0.44% | Reduce -5.6% | 115,258 | $7.8M |
| DORVAL Corp | 3.20% | Add +7.6% | 117,967 | $7.8M |
| Brighton Jones LLC | 0.29% | Reduce -2.9% | 113,535 | $7.7M |
| Pinnacle Associates Ltd. | 0.13% | Add +5.8% | 121,343 | $7.5M |
| Investors Research Corp | 1.62% | Reduce -0.5% | 109,686 | $7.4M |
| Private Portfolio Partners LLC | 1.38% | New | 108,461 | $7.3M |
| Ameriprise Financial Inc. | 0.00% | Add +0.2% | 108,340 | $7.3M |
| Rwa Wealth Partners, LLC | 0.09% | Add +222.3% | 107,666 | $7.3M |
| FSM Wealth Advisors, LLC | 1.90% | Add +9.4% | 105,836 | $7.2M |
| Lake Street Advisors Group, LLC | 0.33% | Reduce -23.8% | 105,185 | $7.1M |
| American Financial Advisors, LLC | 0.97% | Reduce -18.9% | 104,584 | $7.1M |
| Sterling Capital Management LLC | 0.09% | — | 102,361 | $6.9M |
| Cullen/Frost Bankers, Inc. | 0.09% | Add +4.6% | 102,077 | $6.9M |
| Arvest Investments, Inc. | 1.03% | Reduce -0.0% | 100,908 | $6.8M |
| Bank of Stockton | 2.06% | Add +4.3% | 100,718 | $6.8M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -2.0% | 95,326 | $6.5M |
| Bessemer Group Inc. | 0.01% | Add +22.2% | 95,311 | $6.5M |
| D.A. Davidson & Co. | 0.05% | Add +0.2% | 95,127 | $6.4M |
| Cornerstone Management, Inc. | 1.31% | Reduce -3.7% | 92,792 | $6.3M |
| Stonehearth Capital Management, LLC | 2.43% | New | 90,138 | $6.1M |
| NewEdge Advisors, LLC | 0.04% | Add +8.3% | 89,477 | $6.1M |
| Vestcor Inc | 0.19% | Add +16.5% | 88,671 | $6.0M |
| Lwmg, LLC | 1.13% | Add +12.1% | 88,073 | $6.0M |
| Bank of Hawaii | 0.25% | Add +0.2% | 87,662 | $5.9M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.56% | Reduce -1.9% | 86,999 | $5.9M |
| Washington Trust Bank | 0.56% | Reduce -4.1% | 86,602 | $5.9M |
| Bryn Mawr Trust Advisors, LLC | 0.31% | Reduce -2.0% | 85,781 | $5.8M |
| MSH Capital Advisors LLC | 1.76% | Reduce -0.2% | 84,916 | $5.7M |
| Argent Financial Group, Inc. | 0.68% | — | 84,258 | $5.7M |
| Raymond James & Associates | 0.00% | Reduce -4.8% | 83,337 | $5.6M |
| Fonville Wealth Management LLC | 1.91% | Add +13.1% | 81,483 | $5.5M |
| DRW Securities, LLC | 0.30% | New | 79,316 | $5.4M |
| Quent Capital, LLC | 0.53% | Reduce -10.2% | 77,025 | $5.2M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +3.7% | 75,479 | $5.1M |
| Glenmede Trust Co. NA | 0.02% | Reduce -3.9% | 74,891 | $5.1M |
| MML Investors Services, LLC | 0.02% | Reduce -3.6% | 74,617 | $5.1M |
| My Personal CFO, LLC | 2.75% | Add +8.3% | 74,187 | $5.0M |
| Brooklyn FI, LLC | 1.77% | Add +0.2% | 74,106 | $5.0M |
| Latigo Investments, LLC | 2.45% | No change | 74,019 | $5.0M |
| US Bancorp \de | 0.01% | Reduce -33.1% | 72,005 | $4.9M |
| Harbor Advisory Corp. | 1.58% | Add +0.7% | 71,523 | $4.8M |
| Catalyst Financial Partners LLC | 0.92% | Add +11.0% | 69,255 | $4.7M |
| LTG Capital LLC | 3.89% | Add +4.6% | 69,083 | $4.7M |
| IFG Advisors, LLC | 0.99% | Add +5.8% | 68,684 | $4.6M |
| Clearwater Capital Advisors, LLC | 0.45% | Reduce -3.3% | 68,503 | $4.6M |
| Encompass Wealth Advisors, LLC | 1.16% | Add +2.3% | 68,065 | $4.6M |
| Fca Corp. | 1.41% | Add +1.6% | 67,933 | $4.6M |
| Allspring Global Investments Holdings, LLC | 0.01% | Reduce -2.4% | 65,359 | $4.4M |
| Goldstein Advisors, LLC | 0.66% | Add +7.4% | 64,507 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.5% | 64,183 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Reduce -34.0% | 63,719 | $4.3M |
| Bleakley Financial Group, LLC | 0.13% | Reduce -0.6% | 62,927 | $4.3M |
| Comerica Bank | 0.02% | Reduce -2.2% | 61,554 | $4.2M |
| Nwam LLC | 0.25% | New | 60,978 | $4.1M |
| Cascade Financial Partners, LLC | 0.49% | Reduce -0.3% | 60,732 | $3.9M |
| Aspiriant, LLC | 0.15% | Reduce -3.0% | 57,189 | $3.9M |
| UMB Bank, n.a. | 0.06% | Reduce -11.1% | 56,321 | $3.8M |
| NorthStar Asset Management LLC | 2.49% | Add +5.4% | 55,152 | $3.7M |
| Total Wealth Planning, LLC | 0.58% | Reduce -2.5% | 54,454 | $3.7M |
| World Investment Advisors | 0.12% | Reduce -0.8% | 54,035 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -3.8% | 52,855 | $3.6M |
| Auto-Owners Insurance Co | 0.09% | No change | 52,300 | $3.5M |
| Acadian Asset Management LLC | 0.01% | Reduce -33.0% | 51,952 | $3.5M |
| Parkside Financial Bank & Trust | 0.49% | Add +6.1% | 51,390 | $3.5M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -2.5% | 50,135 | $3.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -24.0% | 50,346 | $3.4M |
| NBT Bank, N.A. | 0.23% | Reduce -1.0% | 49,827 | $3.4M |
| Acropolis Investment Management, LLC | 0.20% | Add +0.4% | 49,833 | $3.4M |
| Stock Yards Bank & Trust Co. | 0.11% | Reduce -11.1% | 49,455 | $3.3M |
| Regal Investment Advisors LLC | 0.23% | Reduce -2.4% | 47,706 | $3.2M |
| Partners in Financial Planning | 0.65% | Reduce -0.0% | 47,524 | $3.2M |
| Telos Capital Management, Inc. | 0.34% | Add +0.8% | 47,150 | $3.2M |
| Narus Financial Partners, LLC | 1.14% | Add +7.9% | 46,957 | $3.2M |
| Martin & Co. Inc. | 0.74% | Reduce -0.1% | 46,694 | $3.2M |
| Rehmann Capital Advisory Group | 0.20% | Add +0.4% | 45,076 | $3.1M |
| Citigroup Inc. | 0.00% | Reduce -72.1% | 44,919 | $3.0M |
| Integrated Capital Management, LLC | 1.58% | — | 44,194 | $3.0M |
| Hancock Whitney Corp. | 0.10% | Reduce -0.3% | 43,829 | $3.0M |
| Twin Focus Capital Partners, LLC | 0.47% | Reduce -54.0% | 43,795 | $3.0M |
| Citadel Advisors | 0.00% | New | 43,709 | $3.0M |
| Disciplined Investments, LLC | 1.46% | Reduce -0.2% | 43,635 | $3.0M |
| Summit Trail Advisors, LLC | 0.07% | No change | 43,500 | $2.9M |
| Renaissance Technologies | 0.00% | New | 43,275 | $2.9M |
| Richard W. Paul & Associates, LLC | 1.04% | Add +1.2% | 42,833 | $2.9M |
| Creekside Partners | 1.48% | Add +0.5% | 42,251 | $2.9M |
| ClariVest Asset Management LLC | 0.29% | No change | 46,144 | $2.8M |
| Nicholas Hoffman & Company, LLC. | 0.12% | Reduce -2.0% | 41,745 | $2.8M |
| Crewe Advisors LLC | 0.33% | Add +21.3% | 41,675 | $2.8M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +1.0% | 41,411 | $2.8M |
| Coyle Financial Counsel LLC | 0.97% | Add +5.0% | 45,267 | $2.8M |
| Pointe Capital Management LLC | 1.62% | Add +5.3% | 40,921 | $2.8M |
| Retirement Planning Group, LLC | 0.15% | New | 40,564 | $2.7M |
| Composition Wealth, LLC | 0.06% | Reduce -5.5% | 40,203 | $2.7M |
| Abacus Planning Group, Inc. | 0.48% | Reduce -1.5% | 39,713 | $2.7M |
| Elm Partners Management LLC | 0.19% | No change | 39,678 | $2.7M |
| PrairieView Partners, LLC | 0.27% | Reduce -1.1% | 38,866 | $2.6M |
| First Citizens Asset Management, Inc. | 0.93% | Reduce -3.1% | 38,547 | $2.6M |
| Beacon Harbor Wealth Advisors, Inc. | 0.61% | Add +4.5% | 38,048 | $2.6M |
| Vance Wealth, LLC | 0.97% | Reduce -4.4% | 37,657 | $2.5M |
| Corrigan Financial, Inc. | 0.58% | Reduce -0.9% | 37,614 | $2.5M |
| Fifth Third Wealth Advisors LLC | 0.15% | Add +34.2% | 37,092 | $2.5M |
| Efficient Advisors, LLC | 0.16% | Reduce -6.7% | 37,008 | $2.5M |
| Avior Wealth Management, LLC | 0.10% | Reduce -30.5% | 36,600 | $2.5M |
| Falcon Wealth Planning | 0.29% | Reduce -70.6% | 36,044 | $2.4M |
| Guidance Point Advisors, LLC | 0.73% | Add +0.4% | 35,644 | $2.4M |
| BIP Wealth, LLC | 0.16% | Add +5.8% | 35,343 | $2.4M |
| Probity Advisors, Inc. | 0.45% | Reduce -4.4% | 35,024 | $2.4M |
| Endowment Wealth Management, Inc. | 1.56% | Add +2.2% | 34,984 | $2.4M |
| Berkeley, Inc | 0.69% | Add +100.0% | 34,776 | $2.4M |
| &partners | 0.05% | Add +57.8% | 34,722 | $2.4M |
| Arizona PSPRS Trust | 0.09% | New | 34,526 | $2.3M |
| Global Retirement Partners, LLC | 0.07% | Add +22.6% | 34,159 | $2.3M |
| Citizens Financial Group Inc. | 0.05% | Reduce -9.4% | 33,730 | $2.3M |
| Elmwood Wealth Management, Inc. | 0.94% | Add +1.1% | 33,627 | $2.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -1.4% | 33,448 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.14% | Reduce -0.6% | 33,172 | $2.2M |
| Park Avenue Securities LLC | 0.03% | Add +3.8% | 33,119 | $2.2M |
| Millennium Management | 0.00% | New | 32,951 | $2.2M |
| IHT Wealth Management, LLC | 0.06% | Reduce -0.9% | 33,574 | $2.2M |
| Prosperity Planning, Inc. | 0.99% | Reduce -0.3% | 32,717 | $2.2M |
| Frontier Asset Management, LLC | 0.73% | Reduce -7.5% | 32,691 | $2.2M |
| Atlas Capital Advisors Inc. | 0.34% | Add +5.4% | 32,594 | $2.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -6.3% | 32,479 | $2.2M |
| Vise Technologies, Inc. | 0.28% | Add +17.6% | 32,335 | $2.2M |
| Droms Strauss Advisors Inc. /Mo/ | 0.77% | Reduce -1.7% | 32,310 | $2.2M |
| Canopy Partners, LLC | 0.94% | No change | 32,183 | $2.2M |
| Eagle Strategies LLC | 0.38% | Reduce -2.5% | 31,423 | $2.1M |
| Morris Financial Concepts, Inc. | 0.91% | Reduce -16.2% | 31,147 | $2.1M |
| Noble Family Wealth, LLC | 0.56% | Reduce -0.0% | 30,806 | $2.1M |
| Partnership Wealth Management, LLC | 1.47% | Add +380.0% | 30,781 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -5.9% | 30,733 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +7.1% | 30,470 | $2.1M |
| CI Investments Inc. | 0.01% | No change | 30,247 | $2.0M |
| Central Bank & Trust Co. | 0.28% | Reduce -4.4% | 29,949 | $2.0M |
| Elyxium Wealth, LLC | 1.11% | — | 29,693 | $2.0M |
| Foundation Wealth Management, LLC | 1.52% | Reduce -6.5% | 29,672 | $2.0M |
| Sei Investments Co. | 0.00% | Reduce -47.4% | 29,425 | $2.0M |
| James J. Burns & Company, LLC | 0.36% | Add +7.9% | 29,062 | $2.0M |
| Capital Analysts, LLC | 0.08% | Add +6.6% | 28,881 | $2.0M |
| Aire Advisors, LLC | 0.43% | Add +0.1% | 28,758 | $1.9M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -24.8% | 28,743 | $1.9M |
| Reston Wealth Management LLC | 0.70% | Add +2.6% | 28,609 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.2% | 28,285 | $1.9M |
| Benjamin Edwards Inc. | 0.03% | New | 28,156 | $1.9M |
| SVB Wealth LLC | 1.55% | Reduce -64.5% | 26,983 | $1.8M |
| New World Advisors LLC | 0.47% | Reduce -8.0% | 26,712 | $1.8M |
| Dohj, LLC | 0.42% | Add +11.7% | 26,913 | $1.8M |
| Simon Quick Advisors, LLC | 0.11% | Reduce -15.8% | 26,210 | $1.8M |
| McAdam, LLC | 0.10% | Reduce -2.1% | 25,797 | $1.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.08% | Reduce -9.9% | 25,676 | $1.7M |
| Financial Counselors Inc. | 0.03% | Reduce -2.9% | 25,291 | $1.7M |
| Econ Financial Services Corp | 0.96% | New | 25,269 | $1.7M |
| Breakwater Capital Group | 0.34% | Add +30.2% | 25,201 | $1.7M |
| Principal Securities, Inc. | 0.04% | Reduce -1.5% | 24,359 | $1.6M |
| Barclays PLC | 0.00% | Reduce -82.6% | 24,337 | $1.6M |
| Family Firm, Inc. | 0.36% | Reduce -0.0% | 24,294 | $1.6M |
| Blair William & Co. | 0.00% | Add +0.4% | 23,928 | $1.6M |
| McLean Asset Management Corp | 0.48% | Add +12.3% | 24,050 | $1.6M |
| MB Generational Wealth, LLC | 1.15% | Add +36.6% | 23,593 | $1.6M |
| FDx Advisors, Inc. | 0.43% | Reduce -2.5% | 23,132 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.17% | Reduce -2.3% | 22,821 | $1.5M |
| Advisory Services Network, LLC | 0.03% | No change | 25,000 | $1.5M |
| Nicolet Advisory Services, LLC | 0.14% | Reduce -3.7% | 23,215 | $1.5M |
| Lee Financial Co | 0.22% | Reduce -0.4% | 22,664 | $1.5M |
| Evanson Asset Management, LLC | 0.11% | No change | 22,650 | $1.5M |
| Allworth Financial LP | 0.01% | Reduce -4.1% | 22,641 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -7.6% | 23,149 | $1.5M |
| Squire Investment Management Company, LLC | 0.72% | Add +13.7% | 22,434 | $1.5M |
| RPg Family Wealth Advisory, LLC | 0.49% | Add +1.4% | 22,221 | $1.5M |
| Axiom Advisory, LLC | 0.01% | Add +2.7% | 23,360 | $1.5M |
| Keel Point, LLC | 0.12% | Reduce -31.6% | 22,088 | $1.5M |
| Rebalance, LLC | 0.11% | Add +0.0% | 21,949 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -46.2% | 21,899 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -9.4% | 21,555 | $1.5M |
| Monument Group Wealth Advisors, LLC | 0.87% | Add +2.9% | 21,425 | $1.5M |
| Great Point Wealth Advisors, LLC | 0.31% | Reduce -1.0% | 21,369 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -26.6% | 21,126 | $1.4M |
| Sterling Financial Planning, Inc. | 0.53% | Reduce -1.1% | 21,051 | $1.4M |
| Trust Co of the South | 0.30% | No change | 21,035 | $1.4M |
| Alpine Bank Wealth Management | 0.22% | — | 20,665 | $1.4M |
| Hudson Portfolio Management LLC | 1.37% | — | 20,645 | $1.4M |
| Intergy Private Wealth, LLC | 0.53% | Reduce -1.3% | 20,394 | $1.4M |
| Mutual Advisors, LLC | 0.04% | Reduce -3.3% | 21,460 | $1.4M |
| Cardiff Park Advisors, LLC | 0.12% | Reduce -11.1% | 20,159 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -3.1% | 20,133 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Reduce -0.4% | 19,394 | $1.3M |
| TAGStone Capital, Inc. | 0.65% | Reduce -1.8% | 18,724 | $1.3M |
| Wealthcare Capital Management LLC | 0.12% | Reduce -5.6% | 18,149 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -6.3% | 17,933 | $1.2M |
| PICTET BANK & TRUST Ltd | 1.22% | No change | 17,800 | $1.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +15.8% | 17,636 | $1.2M |
| Beam Wealth Advisors, Inc. | 0.36% | Add +6.7% | 17,566 | $1.2M |
| Tortoise Investment Management, LLC | 0.12% | Reduce -2.6% | 17,518 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.21% | Reduce -17.9% | 17,986 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +10.2% | 17,361 | $1.2M |
| GEM Asset Management, LLC | 0.67% | No change | 17,671 | $1.2M |
| Forum Financial Management, LP | 0.02% | No change | 17,129 | $1.2M |
| Continuum Advisory, LLC | 0.14% | Add +4.1% | 18,168 | $1.1M |
| Waldron Private Wealth LLC | 0.05% | Add +5.4% | 16,679 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | No change | 16,377 | $1.1M |
| Interchange Capital Partners, LLC | 0.38% | Reduce -0.5% | 15,656 | $1.1M |
| Harbor Group, Inc. | 0.24% | Reduce -0.5% | 15,629 | $1.1M |
| Sax Wealth Advisors, LLC | 0.09% | Reduce -1.0% | 15,324 | $1.0M |
| RBF Capital, LLC | 0.05% | New | 15,000 | $1.0M |
| Flputnam Investment Management Co. | 0.02% | Reduce -6.9% | 14,858 | $1.0M |
| Aletheian Wealth Advisors LLC | 0.58% | Reduce -20.4% | 14,723 | $997K |
| Tilson Financial Group, Inc. | 0.43% | New | 14,675 | $993K |
| Walkner Condon Financial Advisors LLC | 0.20% | Add +4.9% | 14,626 | $990K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -9.9% | 14,528 | $984K |
| BayBridge Capital Group, LLC | 0.71% | Add +2.2% | 14,501 | $982K |
| Strategic Blueprint, LLC | 0.06% | Reduce -4.3% | 14,480 | $980K |
| GFS Advisors, LLC | 0.21% | Add +2778.4% | 14,392 | $974K |
| Magnus Financial Group LLC | 0.10% | Add +8.0% | 14,275 | $966K |
| Patriot Financial Group Insurance Agency, LLC | 0.13% | Add +2.4% | 14,185 | $960K |
| Glenview Trust Co | 0.02% | Add +0.2% | 14,137 | $957K |
| Tobias Financial Advisors, Inc. | 0.19% | Reduce -1.1% | 13,724 | $929K |
| Unionview, LLC | 0.71% | Add +0.1% | 13,507 | $914K |
| Harbor Investment Advisory, LLC | 0.09% | No change | 13,505 | $914K |
| Argent Trust Co | 0.04% | Add +5.7% | 13,290 | $900K |
| Mason Investment Advisory Services, Inc. | 0.05% | No change | 13,279 | $899K |
| Windward Private Wealth Management Inc. | 0.34% | Reduce -19.1% | 13,133 | $889K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.9% | 13,125 | $889K |
| Truepoint, Inc. | 0.02% | No change | 13,116 | $888K |
| Clayton Financial Group LLC | 0.33% | Add +21.4% | 13,080 | $886K |
| Westmount Partners, LLC | 0.27% | Reduce -3.1% | 13,055 | $884K |
| CM Wealth Advisors LLC | 0.29% | New | 13,052 | $884K |
| First Western Trust Bank | 0.04% | No change | 13,041 | $883K |
| LongView Wealth Management | 0.28% | Add +0.2% | 12,953 | $877K |
| Deutsche Bank AG | 0.00% | New | 12,895 | $873K |
| Cahill Wealth Management, LLC | 0.45% | Reduce -10.0% | 12,828 | $868K |
| HRT Financial LP | 0.00% | New | 12,811 | $867K |
| Williams & Novak, LLC | 0.80% | Reduce -7.0% | 12,653 | $857K |
| Presilium Private Wealth, LLC | 0.19% | Reduce -2.1% | 12,473 | $844K |
| Busey Bank | 0.03% | No change | 12,279 | $831K |
| UNIVEST FINANCIAL Corp | 0.05% | New | 12,274 | $831K |
| Curi Capital, LLC | 0.02% | Reduce -0.3% | 12,268 | $831K |
| Bokf, NA | 0.01% | Add +6.2% | 12,543 | $830K |
| Wooster Corthell Wealth Management, Inc. | 0.18% | Reduce -1.2% | 12,152 | $823K |
| Merit Financial Group, LLC | 0.02% | Add +0.3% | 11,734 | $794K |
| Allegheny Financial Group | 0.19% | Add +2.9% | 11,520 | $780K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -31.6% | 11,246 | $761K |
| Summit Financial, LLC | 0.03% | Add +26.4% | 11,171 | $756K |
| Invesco Ltd. | 0.00% | Reduce -4.1% | 11,121 | $753K |
| BluePointe Capital Management, LLC | 0.49% | No change | 11,075 | $750K |
| William Howard & Co Financial Advisors Inc | 0.63% | No change | 10,945 | $741K |
| First American Trust, FSB | 0.07% | New | 10,685 | $723K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.1% | 10,638 | $720K |
| Becker Capital Management Inc. | 0.02% | Add +1.3% | 10,568 | $715K |
| PBMares Wealth Management LLC | 0.15% | Reduce -1.4% | 10,532 | $713K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.1% | 10,361 | $701K |
| Cwm, LLC | 0.00% | Reduce -3.2% | 10,359 | $701K |
| Asset Dedication, LLC | 0.05% | Reduce -5.8% | 10,305 | $698K |
| Mather Group, Llc. | 0.01% | Reduce -1.3% | 10,192 | $690K |
| Compound Planning, Inc. | 0.04% | Add +16.9% | 10,120 | $685K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -0.8% | 9,984 | $676K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -0.7% | 9,957 | $674K |
| National Bank of Canada | 0.00% | Reduce -2.4% | 9,738 | $659K |
| Alpha Omega Wealth Management LLC | 0.12% | No change | 9,724 | $658K |
| St. Louis Trust Co | 0.09% | No change | 9,680 | $655K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | No change | 9,674 | $655K |
| Rf&l Wealth Management, LLC | 0.45% | No change | 9,400 | $636K |
| Argonautica Private Wealth Management, Inc. | 0.21% | Reduce -0.6% | 9,220 | $624K |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.6% | 9,158 | $620K |
| Lam Group, Inc. | 0.44% | Reduce -2.0% | 9,155 | $620K |
| Kingsview Wealth Management, LLC | 0.01% | Add +12.2% | 9,018 | $610K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | No change | 8,916 | $604K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -1.3% | 8,857 | $600K |
| Accretive Wealth Partners, LLC | 0.25% | Reduce -0.1% | 8,845 | $599K |
| Lido Advisors, LLC | 0.00% | Add +3.9% | 8,830 | $598K |
| Cibc World Market Inc. | 0.00% | Reduce -7.6% | 8,686 | $588K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 8,680 | $588K |
| Biltmore Family Office, LLC | 0.10% | No change | 8,557 | $579K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -8.6% | 8,555 | $579K |
| First Horizon Advisors, Inc. | 0.02% | Add +0.3% | 8,501 | $576K |
| Alera Investment Advisors, LLC | 0.07% | Reduce -7.9% | 8,436 | $571K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -14.8% | 8,230 | $557K |
| SageView Advisory Group, LLC | 0.03% | Reduce -24.9% | 8,193 | $555K |
| Richard P Slaughter Associates Inc | 0.13% | Reduce -5.8% | 8,080 | $547K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.3% | 8,031 | $544K |
| Embree Financial Group | 0.10% | Reduce -1.3% | 7,988 | $541K |
| Integrity Wealth Solutions LLC | 0.31% | Reduce -41.1% | 7,963 | $539K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 7,876 | $533K |
| Advisor Resource Council | 0.24% | New | 7,867 | $533K |
| Synovus Financial Corp. | 0.01% | No change | 7,813 | $529K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -15.3% | 7,751 | $525K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -1.9% | 23,680 | $523K |
| Watts Gwilliam & Co., LLC | 0.11% | — | 7,821 | $516K |
| West Coast Financial LLC | 0.06% | No change | 7,590 | $514K |
| EP Wealth Advisors, LLC | 0.00% | Add +55.9% | 7,551 | $511K |
| ARK & TLK Investments, LLC | 0.18% | Reduce -7.1% | 7,507 | $508K |
| JMG Financial Group, Ltd. | 0.02% | No change | 7,501 | $508K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.0% | 7,480 | $506K |
| Tranquility Partners, LLC | 0.18% | Reduce -13.0% | 7,474 | $506K |
| Empower Advisory Group, LLC | 0.00% | Add +71.1% | 7,469 | $506K |
| Headinvest, LLC | 0.09% | No change | 7,440 | $504K |
| Squarepoint Ops LLC | 0.00% | New | 7,420 | $502K |
| Objective Capital Management, LLC | 0.29% | — | 7,411 | $502K |
| Valeo Financial Advisors, LLC | 0.01% | Add +30.5% | 7,396 | $501K |
| Adero Partners, LLC | 0.03% | No change | 7,346 | $497K |
| Modern Wealth Management, LLC | 0.03% | Reduce -12.8% | 7,320 | $496K |
| Morton Capital Management LLC | 0.10% | New | 7,313 | $495K |
| Prospera Financial Services Inc | 0.01% | Add +2.4% | 7,235 | $490K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Reduce -0.6% | 7,223 | $489K |
| Braun-Bostich & Associates Inc. | 0.34% | New | 7,198 | $487K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.5% | 7,166 | $485K |
| Cutler Investment Counsel LLC | 0.06% | No change | 7,101 | $481K |
| Wedmont Private Capital | 0.03% | No change | 7,134 | $472K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 6,882 | $466K |
| NorthCoast Asset Management LLC | 0.00% | Add +14.5% | 7,426 | $465K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.8% | 6,832 | $463K |
| Cornerstone Wealth Advisors, Inc. | 0.13% | Reduce -7.4% | 6,785 | $459K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +2.5% | 6,741 | $456K |
| Whalerock Point Partners, LLC | 0.11% | No change | 6,700 | $454K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -2.7% | 6,700 | $454K |
| Athena Investment Management | 0.26% | No change | 6,645 | $450K |
| Brickley Wealth Management | 0.09% | Reduce -0.1% | 6,575 | $445K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -33.1% | 6,557 | $444K |
| Sigma Planning Corp | 0.01% | Reduce -11.7% | 6,538 | $443K |
| Latitude Advisors, LLC | 0.25% | Reduce -1.5% | 6,532 | $442K |
| Compass Ion Advisors, LLC | 0.05% | Add +7.0% | 6,330 | $429K |
| American Century Companies Inc. | 0.00% | Reduce -24.5% | 6,279 | $425K |
| Courage Miller Partners, LLC | 0.14% | Add +2.3% | 6,254 | $423K |
| Integrated Advisors Network LLC | 0.02% | Add +1.4% | 6,173 | $418K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -29.1% | 6,130 | $415K |
| AQR Capital Management | 0.00% | Add +20.4% | 6,042 | $409K |
| Farther Finance Advisors, LLC | 0.02% | Add +15.4% | 6,037 | $409K |
| Lake Street Private Wealth, LLC | 0.06% | Add +1.2% | 5,927 | $401K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -25.2% | 6,320 | $395K |
| Regions Financial Corp. | 0.00% | Reduce -22.1% | 5,819 | $394K |
| Sierra Capital LLC | 0.05% | New | 5,798 | $393K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 5,747 | $389K |
| Beckerman Institutional, LLC | 0.33% | — | 5,745 | $389K |
| Raffa Wealth Management, LLC | 0.09% | No change | 5,645 | $382K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 5,623 | $381K |
| CoreCap Advisors, LLC | 0.02% | New | 5,618 | $380K |
| NewEdge Wealth, LLC | 0.01% | Add +15.3% | 5,607 | $380K |
| Kintra Wealth, LLC | 0.26% | No change | 5,570 | $377K |
| Raymond James Trust N.A. | 0.01% | Reduce -13.5% | 5,567 | $377K |
| Ancora Advisors LLC | 0.01% | No change | 5,545 | $375K |
| BOK Financial Private Wealth, Inc. | 0.03% | Reduce -7.6% | 5,510 | $373K |
| Annex Advisory Services, LLC | 0.01% | Reduce -16.5% | 5,447 | $369K |
| AllSquare Wealth Management LLC | 0.21% | No change | 5,424 | $367K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -0.6% | 5,369 | $363K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 5,309 | $359K |
| Vista Investment Management | 0.13% | Reduce -3.8% | 5,260 | $356K |
| Aspect Partners, LLC | 0.20% | Reduce -97.0% | 5,259 | $356K |
| River Wealth Advisors LLC | 0.05% | Reduce -17.2% | 5,154 | $349K |
| Collective Family Office LLC | 0.09% | Reduce -3.2% | 5,152 | $349K |
| Criterion Capital Advisors, LLC | 0.22% | No change | 5,620 | $346K |
| Up Strategic Wealth Investment Advisors LLC | 0.39% | No change | 5,113 | $346K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -46.3% | 5,114 | $346K |
| Spectrum Wealth Counsel, LLC | 0.04% | No change | 5,093 | $345K |
| Meridian Financial Advisors, LLC | 0.23% | Reduce -0.0% | 5,067 | $343K |
| GW&K Investment Management, LLC | 0.00% | No change | 4,980 | $337K |
| Wrapmanager Inc. | 0.09% | Reduce -8.0% | 4,976 | $337K |
| Montis Financial, LLC | 0.12% | New | 4,845 | $328K |
| Kavar Capital Partners Group, LLC | 0.05% | No change | 4,779 | $324K |
| First Interstate Bank | 0.02% | Reduce -29.5% | 4,775 | $323K |
| Belpointe Asset Management LLC | 0.02% | New | 4,652 | $315K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 4,650 | $315K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.7% | 4,556 | $308K |
| Vannoy Advisory Group, Inc. | 0.22% | No change | 4,541 | $307K |
| Prudential Financial Inc. | 0.00% | Add +1.1% | 4,473 | $303K |
| Stephens Inc. | 0.00% | Reduce -16.2% | 4,414 | $299K |
| Betterment LLC | 0.00% | Add +2.7% | 4,402 | $298K |
| TFC Financial Management, Inc. | 0.05% | No change | 4,383 | $297K |
| Ritholtz Wealth Management | 0.01% | Reduce -10.3% | 4,373 | $296K |
| Crescent Grove Advisors, LLC | 0.03% | No change | 4,267 | $289K |
| Quadcap Wealth Management, LLC | 0.05% | Add +15.3% | 4,257 | $288K |
| Independence Bank of Kentucky | 0.06% | No change | 4,237 | $287K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.1% | 4,235 | $287K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,184 | $283K |
| Stone Summit Wealth LLC | 0.09% | Reduce -1.5% | 4,162 | $282K |
| Keybank National Association | 0.00% | Reduce -14.8% | 4,150 | $281K |
| Fort Vancouver Investment Management, LLC | 0.24% | No change | 4,125 | $279K |
| KFA Private Wealth Group, LLC | 0.13% | Reduce -1.8% | 4,122 | $279K |
| Columbus Macro, LLC | 0.10% | Reduce -0.5% | 4,223 | $279K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,117 | $279K |
| Mullaney, Keating & Wright, Inc. | 0.19% | No change | 4,114 | $279K |
| Truefg, LLC | 0.09% | Reduce -0.2% | 4,109 | $278K |
| Alliancebernstein L.P. | 0.00% | Reduce -12.1% | 4,100 | $278K |
| Legacy Edge Advisors, LLC | 0.04% | Reduce -21.4% | 4,094 | $277K |
| Valmark Advisers, Inc. | 0.00% | No change | 4,071 | $276K |
| Debussy Capital Management LP | 0.08% | No change | 4,046 | $274K |
| IFP Advisors, Inc | 0.01% | Reduce -17.6% | 3,957 | $268K |
| Berger Financial Group, Inc | 0.02% | Reduce -2.4% | 3,938 | $267K |
| HB Wealth Management, LLC | 0.00% | No change | 3,930 | $266K |
| AE Wealth Management LLC | 0.00% | Add +0.5% | 3,918 | $265K |
| Archvest Wealth Advisors, Inc. | 0.17% | New | 3,915 | $265K |
| Maia Wealth LLC | 0.07% | Add +11.9% | 4,142 | $264K |
| Linscomb Wealth, Inc. | 0.01% | No change | 3,867 | $262K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -1.1% | 3,856 | $261K |
| LPWM LLC | 0.09% | Reduce -0.1% | 3,941 | $261K |
| Western Wealth Management, LLC | 0.01% | Reduce -5.8% | 3,837 | $260K |
| Independent Financial Group, LLC | 0.01% | Reduce -2.8% | 3,804 | $258K |
| Bryant Woods Investment Advisors, LLC | 0.13% | New | 3,804 | $258K |
| Nicolet Bankshares Inc. | 0.05% | Reduce -40.3% | 3,783 | $256K |
| QRG Capital Management, Inc. | 0.00% | New | 3,774 | $256K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -3.4% | 3,771 | $255K |
| Rockingstone Advisors LLC | 0.13% | Reduce -43.3% | 3,770 | $255K |
| Samalin Investment Counsel, LLC | 0.11% | Add +1.6% | 3,765 | $255K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +8.1% | 3,853 | $254K |
| Peloton Wealth Strategists | 0.10% | Reduce -31.4% | 3,653 | $247K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 3,630 | $246K |
| Werba Rubin Papier Wealth Management | 0.06% | New | 3,502 | $237K |
| Fingerlakes Wealth Management, Inc. | 0.20% | No change | 3,481 | $236K |
| Orin Green Financial, LLC | 0.10% | No change | 3,479 | $236K |
| Montecito Bank & Trust | 0.04% | New | 3,465 | $235K |
| White Wing Wealth Management | 0.18% | Reduce -35.9% | 3,432 | $232K |
| Gemmer Asset Management LLC | 0.02% | Reduce -1.1% | 3,412 | $231K |
| Simplicity Wealth,LLC | 0.02% | Reduce -95.0% | 3,386 | $229K |
| Wealthspire Retirement, LLC | 0.02% | New | 3,384 | $229K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 3,350 | $227K |
| Diversify Wealth Management, LLC | 0.02% | New | 3,522 | $224K |
| Ellis Investment Partners, LLC | 0.04% | No change | 3,276 | $222K |
| Frazier Financial Advisors, LLC | 0.17% | Add +0.7% | 3,271 | $221K |
| Granite Harbor Advisors, Inc. | 0.13% | No change | 3,270 | $221K |
| Eagle Rock Investment Company, LLC | 0.04% | New | 3,268 | $221K |
| Pioneer Wealth Management Group | 0.10% | Reduce -26.6% | 3,209 | $217K |
| Savvy Advisors, Inc. | 0.04% | Reduce -27.5% | 3,184 | $216K |
| Willow Creek Wealth Management Inc. | 0.02% | New | 3,173 | $215K |
| Discipline Wealth Solutions, LLC | 0.11% | New | 3,160 | $214K |
| Ceera Investments, LLC | 0.08% | New | 3,150 | $213K |
| Hirtle & Co., LLC | 0.01% | New | 3,150 | $213K |
| Key Financial Inc | 0.05% | No change | 3,125 | $212K |
| Fidelis Capital Partners, LLC | 0.03% | New | 3,316 | $211K |
| Ascent Group, LLC | 0.02% | Reduce -9.2% | 3,082 | $209K |
| Galvin, Gaustad & Stein, LLC | 0.02% | Reduce -6.1% | 3,072 | $208K |
| Cumberland Advisors Inc. | 0.08% | Reduce -11.8% | 3,060 | $207K |
| MAS Advisors LLC | 0.44% | New | 3,050 | $206K |
| Essex Private Wealth Management, LLC | 0.48% | New | 3,022 | $205K |
| Signet Financial Management, LLC | 0.03% | Reduce -24.1% | 3,015 | $204K |
| Colorado Capital Management, Inc. | 0.10% | New | 3,017 | $204K |
| Wick Capital Partners, LLC | 0.07% | Reduce -13.7% | 2,987 | $202K |
| Signaturefd, LLC | 0.00% | Add +1.1% | 2,948 | $200K |
| Red Tortoise LLC | 0.10% | No change | 2,926 | $198K |
| FSC Wealth Advisors, LLC | 0.14% | Add +25.6% | 2,923 | $198K |
| Claris Advisors, LLC / Mo / | 0.08% | New | 2,887 | $195K |
| Cassady Schiller Wealth Management, LLC | 0.07% | No change | 2,878 | $195K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -3.2% | 2,850 | $193K |
| Princeton Global Asset Management LLC | 0.04% | Add +83.5% | 2,826 | $191K |
| Phillips Financial Management, LLC | 0.01% | Add +0.1% | 2,337 | $158K |
| SJS Investment Consulting Inc. | 0.03% | Add +4.1% | 2,280 | $154K |
| Clear Investment Research, LLC | 0.19% | Reduce -17.9% | 2,157 | $146K |
| Sandy Spring Bank | 0.01% | No change | 2,158 | $146K |
| Valley National Advisers Inc. | 0.03% | Reduce -16.6% | 2,132 | $144K |
| Arax Advisory Partners | 0.01% | Reduce -22.4% | 2,126 | $144K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,077 | $141K |
| Capital Advisors, Ltd. LLC | 0.02% | Reduce -37.1% | 1,999 | $135K |
| Spire Wealth Management | 0.00% | Add +4.5% | 1,939 | $131K |
| Highline Wealth Partners LLC | 0.04% | No change | 1,841 | $125K |
| Glassman Wealth Services | 0.02% | No change | 1,786 | $121K |
| Park Place Capital Corp | 0.03% | Reduce -37.1% | 1,783 | $121K |
| Dogwood Wealth Management LLC | 0.07% | Add +1.6% | 1,783 | $121K |
| WealthCollab, LLC | 0.08% | No change | 1,762 | $119K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.5% | 1,735 | $117K |
| Lanark Financial, Inc. | 0.01% | No change | 1,734 | $117K |
| Kathleen S. Wright Associates Inc. | 0.05% | No change | 1,694 | $115K |
| Trust Co | 0.01% | No change | 1,660 | $112K |
| Tompkins Financial Corp. | 0.01% | Reduce -0.6% | 1,561 | $106K |
| Wolff Wiese Magana LLC | 0.07% | Add +93.4% | 1,553 | $105K |
| Horizon Bancorp Inc. | 0.05% | No change | 1,467 | $99K |
| Eagle Bay Advisors LLC | 0.04% | No change | 1,427 | $97K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,418 | $96K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -20.2% | 1,407 | $95K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 1,349 | $91K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,335 | $90K |
| GAMMA Investing LLC | 0.01% | Add +162.6% | 1,313 | $89K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -1.3% | 1,310 | $89K |
| Rothschild Investment LLC | 0.01% | No change | 1,177 | $80K |
| Maryland Capital Advisors Inc. | 0.04% | Reduce -2.6% | 1,105 | $75K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -0.1% | 1,073 | $73K |
| Burkett Financial Services, LLC | 0.03% | No change | 1,049 | $71K |
| Whittier Trust Co. | 0.00% | No change | 1,048 | $71K |
| Teachers Insurance & Annuity Association of America | 0.11% | — | 1,036 | $70K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -11.9% | 1,006 | $68K |
| Grove Bank & Trust | 0.01% | No change | 1,005 | $68K |
| McClarren Financial Advisors, Inc. | 0.01% | Add +9.8% | 67 | $68K |
| JDM Financial Group LLC | 0.03% | Reduce -48.1% | 928 | $63K |
| Addison Advisors LLC | 0.02% | No change | 925 | $63K |
| Elevation Wealth Partners, LLC | 0.03% | No change | 912 | $62K |
| Private Trust Co. NA | 0.01% | Reduce -4.7% | 900 | $61K |
| Delta Asset Management LLC | 0.01% | No change | 876 | $59K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Add +34.5% | 896 | $57K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 819 | $55K |
| Northwest Investment Counselors, LLC | 0.01% | New | 750 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.9% | 743 | $50K |
| Sound Income Strategies, LLC | 0.00% | No change | 732 | $50K |
| Oarsman Capital, Inc. | 0.01% | New | 720 | $49K |
| Blue Trust, Inc. | 0.00% | No change | 781 | $48K |
| JNBA Financial Advisors | 0.00% | No change | 700 | $47K |
| Van Berkom & Associates Inc. | 0.00% | New | 697 | $47K |
| Gables Capital Management Inc. | 0.02% | No change | 688 | $47K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 663 | $45K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 624 | $42K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $42K |
| Bristlecone Advisors, LLC | 0.00% | New | 613 | $42K |
| NorthRock Partners, LLC | 0.00% | Add +1.9% | 602 | $41K |
| Exchange Traded Concepts, LLC | 0.00% | New | 597 | $40K |
| Perkins Coie Trust Co | 0.01% | New | 568 | $38K |
| ZynergyRetirementPlanningLLC | 0.03% | No change | 561 | $38K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -39.9% | 559 | $38K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 552 | $37K |
| Smartleaf Asset Management LLC | 0.00% | No change | 535 | $36K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 552 | $36K |
| International Assets Investment Management, LLC | 0.00% | No change | 520 | $35K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 508 | $34K |
| City State Bank | 0.01% | Reduce -22.6% | 479 | $32K |
| Hemington Wealth Management | 0.01% | New | 518 | $32K |
| Sachetta, LLC | 0.01% | No change | 470 | $32K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +9.5% | 451 | $31K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $31K |
| MCF Advisors LLC | 0.00% | No change | 451 | $31K |
| Venturi Wealth Management, LLC | 0.00% | No change | 438 | $30K |
| Twin City Private Wealth, LLC | 0.02% | New | 418 | $28K |
| Evermay Wealth Management LLC | 0.00% | New | 410 | $28K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $27K |
| Stephens Consulting, LLC | 0.01% | No change | 403 | $27K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +37.6% | 388 | $26K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 387 | $26K |
| Talon Private Wealth, LLC | 0.01% | — | 380 | $26K |
| St Germain D J Co. Inc. | 0.00% | No change | 356 | $24K |
| Earned Wealth Advisors, LLC | 0.01% | New | 346 | $23K |
| Tucker Asset Management LLC | 0.01% | No change | 333 | $23K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 331 | $22K |
| MRP Capital Investments, LLC | 0.02% | New | 331 | $22K |
| IAG Wealth Partners, LLC | 0.00% | New | 326 | $22K |
| Robinswood Financial LLC | 0.01% | Add +89.9% | 321 | $22K |
| Halpern Financial, Inc. | 0.01% | Reduce -16.3% | 324 | $22K |
| Clear Point Advisors Inc. | 0.02% | No change | 300 | $20K |
| Coston, McIsaac & Partners | 0.01% | No change | 301 | $20K |
| Assetmark, Inc. | 0.00% | New | 294 | $20K |
| Tsfg, LLC | 0.00% | No change | 279 | $19K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 279 | $19K |
| Pacifica Partners Inc. | 0.01% | New | 278 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 278 | $19K |
| Bogart Wealth, LLC | 0.00% | Reduce -62.0% | 274 | $19K |
| CNB Bank | 0.01% | No change | 265 | $18K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 260 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $17K |
| Element Wealth, LLC | 0.01% | No change | 239 | $16K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 233 | $16K |
| WASHINGTON TRUST Co | 0.00% | Reduce -31.6% | 225 | $15K |
| Main Management LLC | 0.00% | No change | 221 | $15K |
| Covestor Ltd | 0.01% | Add +12.8% | 202 | $14K |
| Angeles Wealth Management, LLC | 0.00% | No change | 198 | $13K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -14.0% | 172 | $12K |
| Pflug Koory, LLC | 0.00% | — | 162 | $11K |
| Financial Perspectives, Inc | 0.00% | No change | 159 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 153 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 134 | $9K |
| Clearstead Trust, LLC | 0.00% | No change | 134 | $9K |
| Avion Wealth | 0.00% | No change | 134 | $9K |
| Aspire Private Capital, LLC | 0.00% | No change | 125 | $8K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 124 | $8K |
| HM Payson & Co. | 0.00% | New | 122 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $8K |
| New Millennium Group LLC | 0.00% | No change | 111 | $8K |
| Northwest Financial Advisors | 0.01% | New | 92 | $6K |
| Main Street Group, LTD | 0.00% | No change | 90 | $6K |
| Strengthening Families & Communities, LLC | 0.00% | New | 89 | $6K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 83 | $6K |
| McIlrath & Eck, LLC | 0.00% | No change | 81 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 62 | $4K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -18.4% | 62 | $4K |
| Beacon Capital Management, LLC | 0.00% | No change | 62 | $4K |
| TCTC Holdings, LLC | 0.00% | No change | 60 | $4K |
| Toronto Dominion Bank | 0.00% | Reduce -83.3% | 59 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 58 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 54 | $4K |
| Elevate Wealth Advisory, Inc. | 0.00% | Reduce -90.7% | 51 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 50 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 48 | $3K |
| Sawyer & Company, Inc | 0.00% | New | 43 | $3K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 43 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 42 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 41 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -28.6% | 40 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 33 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 29 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 29 | $2K |
| DecisionPoint Financial, LLC | 0.00% | No change | 26 | $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% | No change | 20 | $1K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 16 | $1K |
| Front Row Advisors LLC | 0.00% | Reduce -98.3% | 15 | $1K |
| Running Point Capital Advisors, LLC | 0.00% | No change | 13 | $880 |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 12 | $813 |
| Qube Research & Technologies Ltd | 0.00% | New | 12 | $812 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 11 | $745 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $474 |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 6 | $406 |
| Johnson Financial Group, Inc. | 0.00% | New | 5 | $339 |
"% 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.