iShares MSCI Eafe Small-CapSCZETF
13F holders, Q4 2024 (December 31)706holders +13
45new positions
63sold out
3famous investors
$60.72avg. 13F price*
At the end of Q4 2024, 706 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 13 from Q3 2024. 45 opened new positions and 63 sold out. The largest holders were Jones Financial Companies LLLP ($590.2M), Natixis Advisors, LLC ($538.7M) and Creative Planning ($285.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $29.0M |
| Exits | 63 | $45.7M |
All 13F filers, Q3 2024 → Q4 2024: 7,455,817 shares bought and 6,640,835 shares sold, net +814,982 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 706 holders
| Jones Financial Companies LLLP | 0.56% | Reduce -25.6% | 9,715,329 | $590.2M |
| Natixis Advisors, LLC | 1.01% | Add +0.3% | 8,868,010 | $538.7M |
| Creative Planning | 0.28% | Reduce -2.8% | 4,696,161 | $285.3M |
| FMR LLC | 0.02% | Add +20.6% | 4,474,873 | $271.8M |
| Goldman Sachs Group Inc. | 0.04% | Add +10.6% | 3,595,144 | $218.4M |
| BlackRock, Inc. | 0.00% | Add +9.8% | 3,580,203 | $217.5M |
| State of New Jersey Common Pension Fund D | 0.87% | No change | 3,560,557 | $216.3M |
| Bank of New York Mellon Corp | 0.04% | Reduce -1.7% | 3,523,657 | $214.1M |
| Bank of America Corp. | 0.02% | Add +81.2% | 3,347,926 | $203.4M |
| Morgan Stanley | 0.01% | Reduce -2.4% | 2,628,514 | $159.7M |
| Modera Wealth Management, LLC | 1.78% | Add +6.7% | 2,422,047 | $147.1M |
| PNC Financial Services Group, Inc. | 0.07% | Reduce -0.3% | 1,655,715 | $100.6M |
| Tiaa Trust, National Association | 0.29% | Reduce -18.9% | 1,571,174 | $95.4M |
| Citigroup Inc. | 0.09% | Add +3131.6% | 1,451,595 | $88.2M |
| JPMorgan Chase & Co. | 0.01% | Reduce -0.6% | 1,301,235 | $79.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.7% | 1,282,883 | $77.9M |
| Focus Partners Wealth | 0.20% | Add +11.9% | 1,256,647 | $76.3M |
| Northern Trust Corp. | 0.01% | Reduce -0.7% | 1,118,316 | $67.9M |
| UBS Group AG | 0.01% | Add +27.6% | 1,069,989 | $65.0M |
| Cassaday & Co Wealth Management LLC | 1.69% | Add +15.0% | 1,020,557 | $62.0M |
| Forvis Mazars Wealth Advisors, LLC | 1.34% | Reduce -12.5% | 960,484 | $58.3M |
| Alberta Investment Management Corp | 0.39% | Add +60.2% | 905,092 | $55.0M |
| HighTower Advisors, LLC | 0.06% | Reduce -4.3% | 775,612 | $47.1M |
| Coldstream Capital Management Inc. | 0.93% | Add +6.3% | 716,616 | $43.5M |
| Financial Advisory Corp | 7.54% | — | 711,744 | $43.2M |
| Bank of Montreal | 0.02% | Add +2.0% | 683,383 | $41.5M |
| Avantax Advisory Services, Inc. | 0.26% | Add +1.5% | 680,651 | $41.3M |
| One Capital Management, LLC | 1.32% | Add +0.4% | 656,869 | $39.9M |
| Corient Private Wealth LP | 0.07% | Reduce -3.6% | 645,375 | $39.2M |
| LPL Financial LLC | 0.02% | Add +4.6% | 609,238 | $37.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +2.7% | 607,487 | $36.9M |
| Wellington Management Group LLP | 0.01% | Reduce -14.6% | 586,929 | $35.7M |
| Wilmington Savings Fund Society, FSB | 0.63% | Add +1.2% | 578,686 | $35.2M |
| Franklin Resources Inc. | 0.01% | Add +17.0% | 539,546 | $32.8M |
| State of Tennessee, Department of Treasury | 0.12% | Reduce -25.8% | 524,021 | $31.8M |
| Plancorp, LLC | 1.15% | Add +3.5% | 461,050 | $28.0M |
| Moneta Group Investment Advisors LLC | 0.39% | Reduce -2.8% | 460,339 | $28.0M |
| Halbert Hargrove Global Advisors, LLC | 1.54% | Reduce -2.6% | 451,833 | $27.4M |
| Baker Avenue Asset Management, LP | 0.81% | Add +1.2% | 434,697 | $26.4M |
| Ballentine Partners, LLC | 0.45% | Reduce -2.0% | 433,166 | $26.3M |
| Federation des caisses Desjardins du Quebec | 0.13% | Add +10.6% | 432,866 | $26.3M |
| Nuveen Asset Management, LLC | 0.01% | Add +154.1% | 417,233 | $25.3M |
| Wells Fargo & Company | 0.01% | Add +20.7% | 393,911 | $23.9M |
| Choreo, LLC | 0.34% | Reduce -4.1% | 390,194 | $23.7M |
| Mill Creek Capital Advisors, LLC | 0.49% | Reduce -1.7% | 339,313 | $20.6M |
| Arvest Bank Trust Division | 1.24% | Add +1.2% | 338,202 | $20.5M |
| Wealthcare Advisory Partners LLC | 0.54% | Add +8.2% | 321,864 | $19.6M |
| Bear Mountain Capital, Inc. | 7.59% | Add +6.8% | 314,324 | $19.5M |
| Brand Asset Management Group, Inc. | 7.84% | Add +3.2% | 317,821 | $19.3M |
| Quadrant Capital Group LLC | 1.26% | Add +2.0% | 300,267 | $18.2M |
| Shakespeare Wealth Management, LLC | 4.72% | Add +2.7% | 288,201 | $17.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -8.3% | 286,953 | $17.4M |
| Truist Financial Corp. | 0.03% | Add +1.6% | 277,082 | $16.8M |
| Equitable Holdings, Inc. | 0.16% | Add +0.3% | 270,840 | $16.5M |
| Shore Point Advisors, LLC | 8.59% | Add +3.8% | 262,982 | $16.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +1.0% | 260,156 | $15.8M |
| MAI Capital Management | 0.12% | Add +4.0% | 260,022 | $15.8M |
| Stifel Financial Corp. | 0.02% | Reduce -1.0% | 241,985 | $14.7M |
| Cetera Investment Advisers | 0.03% | Add +1.7% | 226,134 | $13.7M |
| Raymond James Financial Inc. | 0.01% | — | 224,959 | $13.7M |
| Royal Bank of Canada | 0.00% | Add +9.7% | 222,739 | $13.5M |
| Full Sail Capital, LLC | 0.83% | Reduce -2.0% | 215,568 | $13.1M |
| Fifth Third Bancorp | 0.05% | Reduce -26.6% | 214,997 | $13.1M |
| Checchi Capital Advisers, LLC | 0.97% | Add +10.4% | 213,998 | $13.0M |
| Savant Capital, LLC | 0.10% | Reduce -3.9% | 213,085 | $12.9M |
| Mission Wealth Management, LP | 0.29% | Add +1.1% | 201,609 | $12.2M |
| First Citizens Bank & Trust Co. | 0.22% | Reduce -7.8% | 199,741 | $12.1M |
| Exencial Wealth Advisors, LLC | 0.42% | Reduce -0.3% | 189,564 | $11.5M |
| Wealth Architects, LLC | 1.28% | Reduce -0.6% | 186,106 | $11.3M |
| Parcion Private Wealth LLC | 0.83% | Reduce -1.0% | 177,622 | $10.8M |
| Klingman & Associates, LLC | 0.66% | Reduce -4.0% | 171,363 | $10.4M |
| RTD Financial Advisors, Inc. | 1.32% | Add +7.1% | 168,866 | $10.3M |
| Pure Financial Advisors, LLC | 0.23% | Reduce -2.2% | 164,089 | $10.0M |
| Austin Private Wealth, LLC | 0.93% | Reduce -5.7% | 163,479 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Add +1.6% | 158,250 | $9.6M |
| Baird Financial Group, Inc. | 0.02% | Reduce -14.6% | 157,140 | $9.5M |
| Pathstone Holdings, LLC | 0.04% | Reduce -29.6% | 156,947 | $9.5M |
| Alesco Advisors, LLC, An ESL Co | 0.30% | Reduce -2.6% | 155,955 | $9.5M |
| IMA Advisory Services, Inc. | 1.12% | New | 152,767 | $9.3M |
| Captrust Financial Advisors | 0.03% | Reduce -1.4% | 151,986 | $9.2M |
| Mariner, LLC | 0.02% | Reduce -60.5% | 149,266 | $9.1M |
| Sachem Hill LLC | 1.82% | Add +1.5% | 143,361 | $8.7M |
| M&T Bank Corp | 0.03% | Reduce -9.4% | 137,982 | $8.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.8% | 137,547 | $8.4M |
| WESCAP Management Group, Inc. | 2.02% | Reduce -1.7% | 137,173 | $8.3M |
| Omega Financial Group, LLC | 3.10% | Add +6.7% | 134,981 | $8.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.57% | No change | 134,500 | $8.2M |
| Covenant Partners, LLC | 2.47% | Add +0.3% | 131,774 | $8.0M |
| Shoker Investment Counsel, Inc. | 2.61% | Add +1.2% | 127,117 | $7.7M |
| Fairhaven Wealth Management, LLC | 2.40% | Reduce -0.3% | 126,327 | $7.7M |
| Sound Stewardship, LLC | 4.54% | Add +3.3% | 125,765 | $7.6M |
| FSM Wealth Advisors, LLC | 1.86% | Add +18.7% | 125,616 | $7.6M |
| DORVAL Corp | 3.00% | Add +5.3% | 124,238 | $7.5M |
| Ifrah Financial Services, Inc. | 2.07% | Add +0.8% | 123,584 | $7.5M |
| Waverly Advisors, LLC | 0.11% | Reduce -13.8% | 121,150 | $7.4M |
| Brighton Jones LLC | 0.21% | Add +4.7% | 118,917 | $7.2M |
| Great Lakes Advisors, LLC | 0.06% | Reduce -1.1% | 116,492 | $7.1M |
| Charles Schwab Trust Co | 0.60% | Add +0.1% | 115,587 | $7.0M |
| Cullen/Frost Bankers, Inc. | 0.09% | Add +7.5% | 109,729 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +69.3% | 108,695 | $6.6M |
| Integrated Wealth Concepts LLC | 0.08% | Add +13.5% | 108,165 | $6.6M |
| Private Portfolio Partners LLC | 1.21% | Reduce -0.4% | 108,035 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.3% | 106,982 | $6.5M |
| Larson Financial Group LLC | 0.34% | Reduce -7.4% | 106,682 | $6.5M |
| Investors Research Corp | 1.40% | Reduce -4.2% | 105,117 | $6.4M |
| Bank of Stockton | 1.89% | Add +1.5% | 102,238 | $6.2M |
| American Century Companies Inc. | 0.00% | Add +1525.2% | 102,045 | $6.2M |
| Pinnacle Associates Ltd. | 0.08% | Reduce -16.9% | 100,796 | $6.1M |
| Bessemer Group Inc. | 0.01% | Add +5.5% | 100,601 | $6.1M |
| Arvest Investments, Inc. | 0.97% | Reduce -0.6% | 100,330 | $6.1M |
| Lake Street Advisors Group, LLC | 0.28% | Reduce -6.5% | 98,315 | $6.0M |
| Bryn Mawr Trust Advisors, LLC | 0.32% | Add +12.4% | 96,434 | $5.9M |
| Washington Trust Bank | 0.54% | Add +7.7% | 93,223 | $5.7M |
| Sterling Capital Management LLC | 0.08% | Reduce -10.3% | 91,834 | $5.6M |
| NewEdge Advisors, LLC | 0.03% | Add +2.6% | 91,813 | $5.6M |
| Fonville Wealth Management LLC | 1.75% | Add +6.9% | 87,092 | $5.3M |
| US Bancorp \de | 0.01% | Add +18.6% | 85,435 | $5.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.49% | Reduce -1.7% | 85,493 | $5.2M |
| Bank of Hawaii | 0.29% | Reduce -2.5% | 85,437 | $5.2M |
| Brooklyn FI, LLC | 1.73% | Add +15.3% | 85,433 | $5.2M |
| American Financial Advisors, LLC | 0.73% | Reduce -18.4% | 85,298 | $5.2M |
| SVB Wealth LLC | 0.09% | Add +205.3% | 82,387 | $5.0M |
| Waldron Private Wealth LLC | 0.20% | Add +386.5% | 81,143 | $4.9M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +6.0% | 80,023 | $4.9M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.78% | New | 78,367 | $4.8M |
| Acadian Asset Management LLC | 0.01% | Add +48.3% | 77,021 | $4.7M |
| MML Investors Services, LLC | 0.02% | Add +2.7% | 76,612 | $4.7M |
| IFG Advisors, LLC | 0.92% | Add +11.1% | 76,275 | $4.6M |
| Quent Capital, LLC | 0.48% | Reduce -1.1% | 76,212 | $4.6M |
| Heritage Trust Co | 0.53% | — | 74,658 | $4.5M |
| Latigo Investments, LLC | 2.29% | No change | 74,019 | $4.5M |
| Allworth Financial LP | 0.02% | Add +216.5% | 71,664 | $4.4M |
| Encompass Wealth Advisors, LLC | 1.78% | Add +6.8% | 72,679 | $4.4M |
| My Personal CFO, LLC | 2.26% | Reduce -2.2% | 72,534 | $4.4M |
| LTG Capital LLC | 3.68% | Add +4.5% | 72,195 | $4.4M |
| &partners | 0.05% | Add +99.8% | 69,373 | $4.3M |
| Victory Capital Management Inc. | 0.00% | Add +10.1% | 70,179 | $4.3M |
| Glenmede Trust Co. NA | 0.02% | Reduce -8.2% | 68,783 | $4.2M |
| Cornerstone Management, Inc. | 0.81% | Reduce -26.1% | 68,601 | $4.2M |
| Fca Corp. | 1.29% | Add +0.1% | 67,986 | $4.1M |
| Goldstein Advisors, LLC | 0.58% | Add +2.5% | 66,142 | $4.0M |
| Harbor Advisory Corp. | 1.32% | Reduce -7.8% | 65,942 | $4.0M |
| Merriman Wealth Management, LLC | 0.17% | Reduce -65.3% | 65,739 | $4.0M |
| Clearwater Capital Advisors, LLC | 0.39% | Reduce -4.1% | 65,720 | $4.0M |
| Bleakley Financial Group, LLC | 0.12% | Add +2.9% | 64,767 | $3.9M |
| MSH Capital Advisors LLC | 1.23% | Reduce -24.6% | 64,063 | $3.9M |
| Nwam LLC | 0.24% | Add +4.8% | 63,914 | $3.9M |
| Cascade Financial Partners, LLC | 0.50% | Add +3.9% | 63,095 | $3.8M |
| Comerica Bank | 0.01% | Reduce -2.0% | 60,338 | $3.7M |
| NorthStar Asset Management LLC | 2.32% | Add +8.8% | 60,015 | $3.6M |
| Aspiriant, LLC | 0.13% | Add +0.1% | 57,260 | $3.5M |
| Sei Investments Co. | 0.00% | Add +88.3% | 55,402 | $3.4M |
| Oak Root LLC | 0.44% | New | 55,010 | $3.3M |
| Total Wealth Planning, LLC | 0.51% | Reduce -1.3% | 53,749 | $3.3M |
| Parkside Financial Bank & Trust | 0.42% | Add +2.6% | 52,741 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -0.2% | 52,740 | $3.2M |
| Auto-Owners Insurance Co | 0.07% | No change | 52,300 | $3.2M |
| World Investment Advisors | 0.09% | Reduce -4.2% | 51,776 | $3.1M |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -22.3% | 50,785 | $3.1M |
| Foundation Wealth Management, LLC\PA | 1.46% | — | 49,713 | $3.0M |
| NBT Bank, N.A. | 0.21% | Reduce -1.7% | 48,967 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -2.4% | 48,910 | $3.0M |
| Hancock Whitney Corp. | 0.09% | Add +11.1% | 48,672 | $3.0M |
| Regal Investment Advisors LLC | 0.22% | Add +1.8% | 48,546 | $2.9M |
| Partners in Financial Planning | 0.60% | Add +1.6% | 48,264 | $2.9M |
| Acropolis Investment Management, LLC | 0.17% | Reduce -4.1% | 47,795 | $2.9M |
| Genesis Wealth Advisors, LLC | 2.52% | — | 47,631 | $2.9M |
| Oppenheimer Asset Management Inc. | 0.03% | Add +12.7% | 46,677 | $2.8M |
| Narus Financial Partners, LLC | 0.95% | Reduce -1.1% | 46,443 | $2.8M |
| Martin & Co. Inc. | 0.68% | Reduce -3.4% | 45,120 | $2.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -11.4% | 44,611 | $2.7M |
| Disciplined Investments, LLC | 1.33% | Add +1.9% | 44,444 | $2.7M |
| Richard W. Paul & Associates, LLC | 0.97% | Add +2.6% | 43,969 | $2.7M |
| Coyle Financial Counsel LLC | 0.84% | Reduce -3.8% | 43,551 | $2.6M |
| Creekside Partners | 1.35% | Add +1.3% | 42,789 | $2.6M |
| Abacus Planning Group, Inc. | 0.44% | Add +2.7% | 40,787 | $2.5M |
| Beacon Harbor Wealth Advisors, Inc. | 0.57% | Add +6.6% | 40,546 | $2.5M |
| Elm Partners Management LLC | 0.16% | Reduce -2.2% | 38,789 | $2.4M |
| Partnership Wealth Management, LLC | 1.96% | Add +25.9% | 38,757 | $2.4M |
| Pointe Capital Management LLC | 1.35% | Reduce -5.6% | 38,630 | $2.3M |
| Corrigan Financial, Inc. | 0.53% | Add +1.4% | 38,149 | $2.3M |
| Avior Wealth Management, LLC | 0.08% | Add +3.9% | 38,029 | $2.3M |
| UMB Bank, n.a. | 0.04% | Reduce -32.8% | 37,830 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Reduce -60.5% | 37,616 | $2.3M |
| UNIVEST FINANCIAL Corp | 0.14% | Add +202.1% | 37,082 | $2.3M |
| Guidance Point Advisors, LLC | 0.65% | Add +3.4% | 36,857 | $2.2M |
| Kelly Financial Group LLC | 0.79% | — | 36,710 | $2.2M |
| Nicholas Hoffman & Company, LLC. | 0.09% | Reduce -12.1% | 36,693 | $2.2M |
| Efficient Advisors, LLC | 0.14% | Reduce -1.5% | 36,462 | $2.2M |
| Noble Family Wealth, LLC | 0.61% | Add +18.0% | 36,354 | $2.2M |
| Vance Wealth, LLC | 0.85% | Reduce -4.1% | 36,099 | $2.2M |
| IHT Wealth Management, LLC | 0.07% | Add +6.7% | 35,806 | $2.2M |
| BIP Wealth, LLC | 0.15% | Add +1.1% | 35,732 | $2.2M |
| Park Avenue Securities LLC | 0.02% | Add +7.0% | 35,450 | $2.2M |
| Rialto Wealth Management, LLC | 0.71% | — | 35,260 | $2.1M |
| PrairieView Partners, LLC | 0.22% | Reduce -10.2% | 34,900 | $2.1M |
| Vise Technologies, Inc. | 0.18% | Add +7.9% | 34,892 | $2.1M |
| Global Retirement Partners, LLC | 0.06% | Add +2.0% | 34,828 | $2.1M |
| Hi-Line Capital Management, LLC | 0.92% | New | 34,738 | $2.1M |
| Eagle Strategies LLC | 0.36% | Add +10.2% | 34,619 | $2.1M |
| Prosperity Planning, Inc. | 0.94% | Add +4.4% | 34,160 | $2.1M |
| Crewe Advisors LLC | 0.28% | Reduce -18.4% | 34,028 | $2.1M |
| Composition Wealth, LLC | 0.04% | Reduce -15.4% | 34,018 | $2.1M |
| SageView Advisory Group, LLC | 0.09% | Add +312.7% | 33,812 | $2.1M |
| Citizens Financial Group Inc. | 0.04% | Reduce -0.1% | 33,712 | $2.0M |
| American Financial & Tax Strategies Inc. | 1.04% | No change | 33,172 | $2.0M |
| Elmwood Wealth Management, Inc. | 0.81% | Reduce -1.4% | 33,141 | $2.0M |
| Probity Advisors, Inc. | 0.39% | Reduce -5.5% | 33,091 | $2.0M |
| Droms Strauss Advisors Inc. /Mo/ | 0.66% | Add +2.3% | 33,065 | $2.0M |
| Stock Yards Bank & Trust Co. | 0.07% | Reduce -33.3% | 32,985 | $2.0M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +41.6% | 32,779 | $2.0M |
| Atlas Capital Advisors Inc. | 0.25% | Add +0.4% | 32,731 | $2.0M |
| James J. Burns & Company, LLC | 0.34% | Add +11.7% | 32,469 | $2.0M |
| First Citizens Asset Management, Inc. | 0.71% | Reduce -16.8% | 32,061 | $1.9M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -70.3% | 31,952 | $1.9M |
| Reston Wealth Management LLC | 0.71% | Add +10.2% | 31,517 | $1.9M |
| Canopy Partners, LLC | 0.73% | Reduce -2.4% | 31,418 | $1.9M |
| Barclays PLC | 0.00% | Add +28.3% | 31,213 | $1.9M |
| Frontier Asset Management, LLC | 0.62% | Reduce -5.1% | 31,010 | $1.9M |
| Capital Analysts, LLC | 0.07% | Add +6.3% | 30,715 | $1.9M |
| Fifth Third Wealth Advisors LLC | 0.10% | Reduce -17.4% | 30,633 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -0.8% | 30,481 | $1.9M |
| Breakwater Capital Group | 0.37% | Add +20.2% | 30,290 | $1.8M |
| CI Investments Inc. | 0.01% | No change | 30,247 | $1.8M |
| Falcon Wealth Planning | 0.20% | Reduce -16.7% | 30,013 | $1.8M |
| Elyxium Wealth, LLC | 1.11% | Add +0.6% | 29,868 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +68.8% | 29,769 | $1.8M |
| Morris Financial Concepts, Inc. | 0.77% | Reduce -4.8% | 29,652 | $1.8M |
| Squire Investment Management Company, LLC | 0.78% | Add +30.4% | 29,262 | $1.8M |
| Aire Advisors, LLC | 0.36% | Add +0.7% | 28,956 | $1.8M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -11.7% | 28,669 | $1.7M |
| Foundation Wealth Management, LLC | 1.35% | Reduce -3.6% | 28,590 | $1.7M |
| Central Bank & Trust Co. | 0.26% | Reduce -5.1% | 28,412 | $1.7M |
| Endowment Wealth Management, Inc. | 1.16% | Reduce -18.8% | 28,403 | $1.7M |
| Benjamin Edwards Inc. | 0.02% | Reduce -0.1% | 28,128 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.4% | 27,299 | $1.7M |
| Principal Securities, Inc. | 0.04% | Add +11.5% | 27,163 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -4.0% | 27,161 | $1.7M |
| Strive Asset Management, LLC | 1.20% | — | 26,405 | $1.6M |
| Sowell Financial Services LLC | 0.08% | Add +35.4% | 26,253 | $1.6M |
| May Hill Capital, LLC | 0.61% | — | 25,952 | $1.6M |
| Financial Counselors Inc. | 0.02% | Add +2.2% | 25,843 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -22.8% | 25,827 | $1.6M |
| Twin Focus Capital Partners, LLC | 0.23% | Reduce -42.0% | 25,405 | $1.5M |
| Family Firm, Inc. | 0.34% | Add +2.2% | 24,834 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.16% | Add +8.3% | 24,706 | $1.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0.49% | New | 24,683 | $1.5M |
| Vestcor Inc | 0.05% | Reduce -72.3% | 24,584 | $1.5M |
| McAdam, LLC | 0.08% | Reduce -5.0% | 24,515 | $1.5M |
| Dohj, LLC | 0.34% | Reduce -9.8% | 24,268 | $1.5M |
| Blair William & Co. | 0.00% | Add +1.3% | 24,228 | $1.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Add +11.9% | 24,129 | $1.5M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | Reduce -6.2% | 24,078 | $1.5M |
| Nicolet Advisory Services, LLC | 0.13% | Add +5.6% | 24,520 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -6.7% | 23,318 | $1.4M |
| Haven Private, LLC | 0.79% | — | 23,190 | $1.4M |
| FDx Advisors, Inc. | 0.41% | Reduce -1.1% | 22,887 | $1.4M |
| Sincerus Advisory, LLC | 1.48% | — | 22,759 | $1.4M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -13.3% | 22,735 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Add +2.2% | 22,374 | $1.4M |
| RPg Family Wealth Advisory, LLC | 0.48% | Add +0.2% | 22,256 | $1.4M |
| Evanson Asset Management, LLC | 0.09% | Reduce -2.4% | 22,113 | $1.3M |
| M Holdings Securities, Inc. | 0.22% | New | 22,092 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +6.5% | 21,449 | $1.3M |
| Great Point Wealth Advisors, LLC | 0.28% | Add +0.1% | 21,394 | $1.3M |
| Sterling Financial Planning, Inc. | 0.47% | Add +0.4% | 21,126 | $1.3M |
| Trust Co of the South | 0.26% | No change | 21,035 | $1.3M |
| PICTET BANK & TRUST Ltd | 1.28% | Add +18.1% | 21,030 | $1.3M |
| Lee Financial Co | 0.18% | Reduce -8.4% | 20,766 | $1.3M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.5% | 20,495 | $1.2M |
| Intergy Private Wealth, LLC | 0.46% | Add +0.0% | 20,397 | $1.2M |
| Hudson Portfolio Management LLC | 1.21% | Reduce -1.2% | 20,395 | $1.2M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.2% | 20,191 | $1.2M |
| Beam Wealth Advisors, Inc. | 0.38% | Add +12.0% | 19,672 | $1.2M |
| Wealthcare Capital Management LLC | 0.12% | Add +8.3% | 19,646 | $1.2M |
| Monument Group Wealth Advisors, LLC | 0.83% | Reduce -10.1% | 19,260 | $1.2M |
| Keel Point, LLC | 0.09% | Reduce -13.5% | 19,114 | $1.2M |
| Independence Bank of Kentucky | 0.18% | Add +346.5% | 18,919 | $1.1M |
| MB Generational Wealth, LLC | 0.84% | Reduce -20.4% | 18,775 | $1.1M |
| TAGStone Capital, Inc. | 0.56% | Add +0.2% | 18,766 | $1.1M |
| Continuum Advisory, LLC | 0.14% | Add +2.4% | 18,603 | $1.1M |
| Retirement Planning Group, LLC | 0.06% | Reduce -54.2% | 18,573 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -58.4% | 18,200 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.05% | Reduce -16.3% | 17,675 | $1.1M |
| GEM Asset Management, LLC | 0.60% | No change | 17,671 | $1.1M |
| Parkworth Wealth Management, Inc. | 0.89% | — | 17,611 | $1.1M |
| Compound Planning, Inc. | 0.05% | Add +73.3% | 17,541 | $1.1M |
| Tortoise Investment Management, LLC | 0.11% | No change | 17,518 | $1.1M |
| Berkeley, Inc | 0.55% | Reduce -49.6% | 17,516 | $1.1M |
| Forum Financial Management, LP | 0.02% | No change | 17,129 | $1.0M |
| Rebalance, LLC | 0.08% | Reduce -22.6% | 17,000 | $1.0M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -5.4% | 16,964 | $1.0M |
| Physician Wealth Advisors, Inc. | 0.17% | Reduce -7.8% | 16,578 | $1.0M |
| Clearstead Advisors, LLC | 0.02% | Add +0.1% | 16,398 | $996K |
| GenTrust, LLC | 0.04% | New | 15,849 | $963K |
| Harbor Group, Inc. | 0.21% | Reduce -0.1% | 15,611 | $948K |
| Interchange Capital Partners, LLC | 0.34% | Reduce -0.9% | 15,516 | $945K |
| Sax Wealth Advisors, LLC | 0.07% | Add +1.3% | 15,530 | $943K |
| Patriot Financial Group Insurance Agency, LLC | 0.12% | Add +6.6% | 15,115 | $918K |
| BayBridge Capital Group, LLC | 0.66% | Add +3.6% | 15,018 | $912K |
| RBF Capital, LLC | 0.05% | No change | 15,000 | $911K |
| Walkner Condon Financial Advisors LLC | 0.18% | Add +0.7% | 14,726 | $895K |
| Kingsview Wealth Management, LLC | 0.02% | Add +63.1% | 14,712 | $894K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +0.6% | 14,608 | $887K |
| Aletheian Wealth Advisors LLC | 0.52% | Reduce -1.8% | 14,464 | $879K |
| GFS Advisors, LLC | 0.13% | Reduce -0.3% | 14,352 | $872K |
| Allegheny Financial Group | 0.22% | Add +24.2% | 14,306 | $869K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.2% | 14,199 | $863K |
| Flputnam Investment Management Co. | 0.02% | Reduce -4.5% | 14,192 | $862K |
| Tilson Financial Group, Inc. | 0.35% | Reduce -3.8% | 14,118 | $858K |
| Glenview Trust Co | 0.02% | Reduce -1.3% | 13,948 | $847K |
| Unionview, LLC | 0.61% | Add +1.5% | 13,709 | $833K |
| Tobias Financial Advisors, Inc. | 0.17% | Reduce -0.6% | 13,647 | $829K |
| Westmount Partners, LLC | 0.25% | Add +3.9% | 13,565 | $824K |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +2.0% | 13,549 | $823K |
| Harbor Investment Advisory, LLC | 0.08% | Reduce -0.2% | 13,476 | $819K |
| Truepoint, Inc. | 0.02% | Add +2.2% | 13,402 | $814K |
| Argent Trust Co | 0.03% | Add +0.8% | 13,396 | $814K |
| McLean Asset Management Corp | 0.24% | Reduce -44.4% | 13,374 | $812K |
| First American Trust, FSB | 0.08% | Add +24.4% | 13,297 | $808K |
| Magnus Financial Group LLC | 0.08% | Reduce -8.3% | 13,089 | $795K |
| Bokf, NA | 0.01% | Add +6.6% | 13,375 | $794K |
| First Western Trust Bank | 0.04% | No change | 13,041 | $792K |
| Cahill Wealth Management, LLC | 0.40% | Add +1.5% | 13,020 | $791K |
| Independent Advisor Alliance | 0.01% | New | 12,939 | $786K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -1.5% | 12,930 | $785K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +20.5% | 12,817 | $779K |
| Clayton Financial Group LLC | 0.28% | Reduce -2.4% | 12,767 | $776K |
| Strategic Blueprint, LLC | 0.05% | Reduce -12.2% | 12,710 | $772K |
| Presilium Private Wealth, LLC | 0.17% | Reduce -0.5% | 12,408 | $754K |
| Windward Private Wealth Management Inc. | 0.29% | Reduce -5.9% | 12,363 | $751K |
| LongView Wealth Management | 0.23% | Reduce -5.1% | 12,293 | $747K |
| Busey Bank | 0.02% | No change | 12,279 | $746K |
| Curi Capital, LLC | 0.02% | No change | 12,268 | $745K |
| Merit Financial Group, LLC | 0.01% | Add +1.7% | 11,937 | $725K |
| Whittier Trust Co. | 0.01% | Add +1019.6% | 11,733 | $713K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +115.8% | 11,456 | $696K |
| Invesco Ltd. | 0.00% | Add +1.4% | 11,277 | $685K |
| Wooster Corthell Wealth Management, Inc. | 0.15% | Reduce -7.6% | 11,229 | $682K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -0.6% | 11,175 | $679K |
| Wealthcare Capital Partners, LLC | 0.35% | — | 11,115 | $675K |
| BluePointe Capital Management, LLC | 0.39% | No change | 11,075 | $673K |
| Financial Harvest, LLC | 0.56% | — | 10,883 | $661K |
| Summit Financial, LLC | 0.02% | Reduce -3.4% | 10,787 | $655K |
| Susquehanna International Group, LLP | 0.00% | New | 10,752 | $653K |
| Lido Advisors, LLC | 0.00% | Add +18.7% | 10,484 | $637K |
| Williams & Novak, LLC | 0.61% | Reduce -17.4% | 10,455 | $635K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.7% | 10,436 | $634K |
| PBMares Wealth Management LLC | 0.13% | Reduce -2.3% | 10,286 | $625K |
| Asset Dedication, LLC | 0.05% | Reduce -0.4% | 10,261 | $623K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +2.3% | 10,215 | $621K |
| OneDigital Investment Advisors LLC | 0.01% | Add +11.1% | 10,175 | $618K |
| Mather Group, Llc. | 0.01% | Reduce -2.3% | 9,953 | $605K |
| Alpha Omega Wealth Management LLC | 0.11% | Add +2.0% | 9,922 | $603K |
| REDW Wealth LLC | 0.21% | New | 9,896 | $601K |
| Martin Worley Group | 0.37% | — | 9,877 | $600K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -78.3% | 9,782 | $594K |
| St. Louis Trust Co | 0.08% | No change | 9,680 | $588K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Add +213.4% | 9,627 | $585K |
| Betterment LLC | 0.00% | Add +117.7% | 9,584 | $582K |
| Accretive Wealth Partners, LLC | 0.24% | Add +7.3% | 9,492 | $577K |
| William Howard & Co Financial Advisors Inc | 0.52% | Reduce -13.6% | 9,454 | $574K |
| Rf&l Wealth Management, LLC | 0.40% | Add +0.0% | 9,403 | $571K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | Reduce -3.3% | 9,351 | $568K |
| First Horizon Advisors, Inc. | 0.02% | Add +9.6% | 9,317 | $566K |
| NorthCoast Asset Management LLC | 0.00% | Add +25.2% | 9,299 | $565K |
| National Bank of Canada | 0.00% | Reduce -4.9% | 9,261 | $563K |
| Single Point Partners, LLC | 0.13% | New | 9,197 | $559K |
| Lam Group, Inc. | 0.40% | No change | 9,155 | $556K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +1.2% | 9,020 | $548K |
| Argonautica Private Wealth Management, Inc. | 0.18% | Reduce -3.2% | 8,929 | $542K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -11.3% | 8,828 | $536K |
| Integrated Capital Management, LLC | 0.28% | Reduce -80.2% | 8,767 | $533K |
| Douglass Winthrop Advisors, LLC | 0.01% | No change | 8,680 | $527K |
| Cibc World Market Inc. | 0.00% | Reduce -0.3% | 8,661 | $526K |
| CIBC Private Wealth Group LLC | 0.00% | Add +11.6% | 8,653 | $522K |
| Becker Capital Management Inc. | 0.02% | Reduce -20.8% | 8,366 | $508K |
| Braun-Bostich & Associates Inc. | 0.36% | Add +15.8% | 8,336 | $506K |
| Keybank National Association | 0.00% | Add +99.9% | 8,294 | $504K |
| Athena Investment Management | 0.29% | Add +24.1% | 8,245 | $501K |
| Index Fund Advisors, Inc. | 0.03% | Add +0.1% | 8,234 | $500K |
| Johnson Investment Counsel Inc. | 0.00% | Add +1.4% | 8,144 | $495K |
| Richard P Slaughter Associates Inc | 0.11% | No change | 8,080 | $491K |
| Integrity Wealth Solutions LLC | 0.27% | Add +0.8% | 8,026 | $488K |
| Fidelis Capital Partners, LLC | 0.05% | Add +134.0% | 7,759 | $481K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 7,876 | $478K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -11.5% | 7,839 | $476K |
| Synovus Financial Corp. | 0.01% | Add +0.3% | 7,835 | $476K |
| Cutler Investment Counsel LLC | 0.06% | Add +10.1% | 7,818 | $475K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.8% | 7,634 | $464K |
| Cary Street Partners Financial LLC | 0.01% | — | 23,498 | $460K |
| AQR Capital Management | 0.00% | Add +24.5% | 7,524 | $457K |
| ARK & TLK Investments, LLC | 0.16% | No change | 7,507 | $456K |
| JMG Financial Group, Ltd. | 0.02% | No change | 7,501 | $456K |
| Parallel Advisors, LLC | 0.01% | Add +0.0% | 7,481 | $455K |
| Tranquility Partners, LLC | 0.17% | No change | 7,474 | $454K |
| Morton Capital Management LLC | 0.09% | Add +2.0% | 7,461 | $453K |
| Objective Capital Management, LLC | 0.30% | Add +0.1% | 7,422 | $451K |
| West Coast Financial LLC | 0.05% | Reduce -2.6% | 7,390 | $449K |
| Adero Partners, LLC | 0.03% | No change | 7,346 | $446K |
| Watts Gwilliam & Co., LLC | 0.09% | Reduce -7.0% | 7,272 | $442K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Add +0.2% | 7,235 | $440K |
| Quantinno Capital Management LP | 0.00% | New | 7,200 | $437K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.8% | 7,191 | $437K |
| Note Advisors, LLC | 0.39% | — | 7,188 | $437K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.8% | 7,176 | $436K |
| Bridge Generations Wealth Management LLC | 0.29% | — | 7,176 | $436K |
| Brucke Financial, Inc. | 0.37% | — | 6,966 | $436K |
| CoreCap Advisors, LLC | 0.02% | Add +26.5% | 7,106 | $432K |
| Wedmont Private Capital | 0.02% | Add +0.3% | 7,153 | $424K |
| Capital Group Private Client Services, Inc. | 0.00% | Add +0.5% | 6,918 | $420K |
| MFA Wealth Services | 0.34% | — | 6,906 | $420K |
| Empower Advisory Group, LLC | 0.00% | Reduce -8.3% | 6,846 | $416K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.5% | 6,841 | $416K |
| Fiduciary Advisors, Inc. | 0.41% | — | 6,783 | $412K |
| Factor Wealth Management LTD | 0.14% | — | 6,731 | $409K |
| Whalerock Point Partners, LLC | 0.10% | No change | 6,700 | $407K |
| Spectrum Wealth Counsel, LLC | 0.05% | Add +30.6% | 6,652 | $404K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -1.0% | 6,633 | $403K |
| Brickley Wealth Management | 0.08% | No change | 6,575 | $399K |
| Fisher Asset Management | 0.00% | New | 6,541 | $397K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.8% | 6,467 | $393K |
| Headinvest, LLC | 0.07% | Reduce -14.4% | 6,370 | $387K |
| Courage Miller Partners, LLC | 0.13% | Add +0.8% | 6,303 | $383K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -1.0% | 6,266 | $381K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | Reduce -8.5% | 6,210 | $377K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.0% | 6,171 | $375K |
| Biltmore Family Office, LLC | 0.06% | Reduce -27.9% | 6,167 | $375K |
| Farther Finance Advisors, LLC | 0.01% | Add +1.9% | 6,150 | $374K |
| Lake Street Private Wealth, LLC | 0.06% | Add +1.5% | 6,015 | $365K |
| Cwm, LLC | 0.00% | Reduce -42.2% | 5,989 | $364K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.2% | 5,823 | $354K |
| Embree Financial Group | 0.06% | Reduce -27.3% | 5,811 | $353K |
| Raffa Wealth Management, LLC | 0.08% | Add +2.0% | 5,760 | $350K |
| Sierra Capital LLC | 0.04% | Reduce -1.3% | 5,723 | $348K |
| Criterion Capital Advisors, LLC | 0.22% | No change | 5,620 | $346K |
| Pitcairn Co. | 0.02% | New | 5,662 | $344K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -23.7% | 5,646 | $343K |
| Latitude Advisors, LLC | 0.19% | Reduce -13.6% | 5,643 | $343K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 5,623 | $342K |
| Savvy Advisors, Inc. | 0.04% | Add +75.5% | 5,588 | $339K |
| Ancora Advisors LLC | 0.01% | No change | 5,545 | $337K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -3.7% | 5,536 | $336K |
| BOK Financial Private Wealth, Inc. | 0.02% | No change | 5,510 | $335K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -17.3% | 5,225 | $330K |
| Beckerman Institutional, LLC | 0.26% | Reduce -5.4% | 5,436 | $330K |
| AllSquare Wealth Management LLC | 0.19% | No change | 5,424 | $330K |
| Regions Financial Corp. | 0.00% | Reduce -7.5% | 5,382 | $327K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.8% | 5,357 | $325K |
| Vista Investment Management | 0.12% | Reduce -0.5% | 5,236 | $318K |
| Collective Family Office LLC | 0.09% | No change | 5,152 | $313K |
| Meridian Financial Advisors, LLC | 0.21% | Add +0.0% | 5,069 | $308K |
| Causey Wealth LLC | 0.18% | — | 5,055 | $307K |
| Upper Left Wealth Management, LLC | 0.26% | New | 5,024 | $305K |
| Columbus Macro, LLC | 0.04% | Add +18.7% | 5,012 | $304K |
| GW&K Investment Management, LLC | 0.00% | No change | 4,980 | $303K |
| River Wealth Advisors LLC | 0.04% | Reduce -3.8% | 4,957 | $301K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -8.4% | 4,917 | $299K |
| First Interstate Bank | 0.02% | Add +2.8% | 4,907 | $298K |
| Rockingstone Advisors LLC | 0.13% | Add +28.5% | 4,845 | $294K |
| NewEdge Wealth, LLC | 0.01% | Reduce -13.9% | 4,830 | $293K |
| Wedbush Securities Inc. | 0.01% | Add +5.1% | 4,789 | $291K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +0.0% | 4,780 | $290K |
| Aspect Partners, LLC | 0.17% | Reduce -10.1% | 4,726 | $287K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 4,650 | $282K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.08% | New | 4,637 | $282K |
| Vannoy Advisory Group, Inc. | 0.21% | No change | 4,541 | $276K |
| Walleye Capital LLC | 0.00% | New | 4,533 | $275K |
| IFP Advisors, Inc | 0.01% | Add +14.1% | 4,513 | $274K |
| HB Wealth Management, LLC | 0.00% | Add +14.6% | 4,504 | $274K |
| Modern Wealth Management, LLC | 0.01% | Reduce -38.8% | 4,481 | $272K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -27.0% | 4,473 | $272K |
| GTS Securities LLC | 0.01% | New | 4,435 | $269K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -35.6% | 4,402 | $267K |
| Ritholtz Wealth Management | 0.01% | Add +0.5% | 4,393 | $267K |
| KFA Private Wealth Group, LLC | 0.11% | Add +6.4% | 4,385 | $266K |
| Bestgate Wealth Advisors, LLC | 0.53% | — | 4,358 | $265K |
| Crescent Grove Advisors, LLC | 0.03% | Add +2.0% | 4,353 | $264K |
| Wrapmanager Inc. | 0.07% | Reduce -12.9% | 4,332 | $263K |
| Annex Advisory Services, LLC | 0.01% | Reduce -20.5% | 4,332 | $263K |
| TFC Financial Management, Inc. | 0.04% | Reduce -3.1% | 4,249 | $258K |
| Mullaney, Keating & Wright, Inc. | 0.17% | Add +1.9% | 4,190 | $255K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 4,184 | $254K |
| Debussy Capital Management LP | 0.04% | No change | 4,046 | $252K |
| Fort Vancouver Investment Management, LLC | 0.21% | No change | 4,125 | $251K |
| Evergreen Capital Management LLC | 0.01% | Add +0.1% | 4,122 | $250K |
| Stone Summit Wealth LLC | 0.08% | Reduce -1.3% | 4,110 | $250K |
| Alliancebernstein L.P. | 0.00% | No change | 4,100 | $249K |
| Samalin Investment Counsel, LLC | 0.11% | Add +7.6% | 4,050 | $246K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +6.9% | 4,031 | $245K |
| FSC Wealth Advisors, LLC | 0.16% | Add +37.3% | 4,013 | $244K |
| Truefg, LLC | 0.08% | Reduce -3.0% | 3,987 | $242K |
| Montis Financial, LLC | 0.07% | Reduce -18.7% | 3,939 | $239K |
| Linscomb Wealth, Inc. | 0.01% | Add +1.9% | 3,939 | $239K |
| Archvest Wealth Advisors, Inc. | 0.17% | No change | 3,915 | $238K |
| Stephens Inc. | 0.00% | Reduce -12.2% | 3,877 | $236K |
| Independent Financial Group, LLC | 0.01% | Add +0.2% | 3,813 | $232K |
| Nicolet Bankshares Inc. | 0.05% | Add +0.8% | 3,813 | $232K |
| AE Wealth Management LLC | 0.00% | Reduce -3.2% | 3,794 | $230K |
| Maia Wealth LLC | 0.05% | Reduce -11.6% | 3,663 | $228K |
| QRG Capital Management, Inc. | 0.00% | Reduce -0.4% | 3,759 | $228K |
| Dynamic Financial Group | 0.23% | — | 3,756 | $228K |
| LPWM LLC | 0.07% | Reduce -5.6% | 3,721 | $226K |
| Peloton Wealth Strategists | 0.09% | Add +1.6% | 3,713 | $226K |
| Key Financial Inc | 0.05% | Add +19.0% | 3,718 | $226K |
| Berger Financial Group, Inc | 0.02% | Reduce -5.9% | 3,706 | $225K |
| Birch Financial Group, LLC | 0.25% | — | 3,681 | $224K |
| Western Wealth Management, LLC | 0.01% | Reduce -4.7% | 3,656 | $222K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -14.1% | 3,655 | $222K |
| Canandaigua National Bank & Trust Co. | 0.02% | No change | 3,630 | $221K |
| Aurelius Family Office LLC | 0.11% | — | 3,574 | $217K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -7.5% | 3,564 | $217K |
| Up Strategic Wealth Investment Advisors LLC | 0.22% | Reduce -30.2% | 3,569 | $217K |
| Valmark Advisers, Inc. | 0.00% | Reduce -13.4% | 3,526 | $214K |
| Werba Rubin Papier Wealth Management | 0.05% | Add +0.3% | 3,511 | $213K |
| Greenleaf Trust | 0.00% | New | 3,486 | $212K |
| Pinney & Scofield, Inc. | 0.16% | — | 3,471 | $211K |
| Montecito Bank & Trust | 0.04% | No change | 3,465 | $210K |
| Wealthspire Retirement, LLC | 0.02% | Add +1.9% | 3,447 | $209K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -19.0% | 3,431 | $208K |
| Belpointe Asset Management LLC | 0.01% | Reduce -32.6% | 3,133 | $207K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,381 | $205K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -2.6% | 3,432 | $204K |
| Fee-Only Financial Planning, L.C. | 0.13% | No change | 3,350 | $204K |
| Frazier Financial Advisors, LLC | 0.16% | Add +0.5% | 3,286 | $200K |
| Colorado Capital Management, Inc. | 0.09% | No change | 3,017 | $183K |
| Signaturefd, LLC | 0.00% | Add +1.2% | 2,984 | $181K |
| Red Tortoise LLC | 0.09% | Add +0.9% | 2,953 | $179K |
| Cassady Schiller Wealth Management, LLC | 0.06% | No change | 2,878 | $175K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,850 | $173K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -2.2% | 2,765 | $168K |
| Angeles Wealth Management, LLC | 0.01% | Add +1227.3% | 2,628 | $160K |
| Curio Wealth, LLC | 0.08% | — | 2,522 | $153K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,337 | $142K |
| Clear Investment Research, LLC | 0.18% | Add +6.6% | 2,300 | $140K |
| SJS Investment Consulting Inc. | 0.02% | No change | 2,280 | $139K |
| Golden State Wealth Management, LLC | 0.02% | — | 2,230 | $135K |
| Sandy Spring Bank | 0.01% | Add +0.5% | 2,168 | $132K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,077 | $126K |
| Longview Financial Advisors LLC | 0.08% | — | 2,036 | $124K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 1,999 | $121K |
| Spire Wealth Management | 0.00% | Add +0.6% | 1,951 | $118K |
| Dogwood Wealth Management LLC | 0.06% | Add +8.2% | 1,929 | $117K |
| Highline Wealth Partners LLC | 0.04% | Add +2.1% | 1,879 | $114K |
| Valley National Advisers Inc. | 0.02% | Reduce -12.2% | 1,871 | $113K |
| Arax Advisory Partners | 0.01% | Reduce -12.9% | 1,852 | $112K |
| Park Place Capital Corp | 0.03% | Add +1.9% | 1,816 | $110K |
| Glassman Wealth Services | 0.02% | Add +0.4% | 1,793 | $109K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.2% | 1,697 | $103K |
| Kathleen S. Wright Associates Inc. | 0.04% | No change | 1,694 | $103K |
| Trust Co | 0.01% | No change | 1,660 | $101K |
| Horizon Bancorp Inc. | 0.05% | Add +9.9% | 1,613 | $98K |
| Wolff Wiese Magana LLC | 0.06% | Add +0.8% | 1,565 | $95K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +14.7% | 1,502 | $93K |
| Private Trust Co. NA | 0.01% | Add +59.6% | 1,436 | $87K |
| Eagle Bay Advisors LLC | 0.05% | Add +0.1% | 1,429 | $87K |
| MeadowBrook Investment Advisors LLC | 0.08% | Add +34.4% | 891 | $86K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 1,418 | $86K |
| Hexagon Capital Partners LLC | 0.02% | Add +0.5% | 1,414 | $86K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +86.1% | 1,383 | $84K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 1,349 | $82K |
| WealthCollab, LLC | 0.05% | Reduce -24.4% | 1,332 | $81K |
| GAMMA Investing LLC | 0.01% | No change | 1,313 | $80K |
| Creative Financial Designs Inc. | 0.01% | Reduce -3.7% | 1,286 | $78K |
| Copia Wealth Management | 0.07% | — | 1,179 | $72K |
| Rothschild Investment LLC | 0.00% | No change | 1,177 | $72K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,110 | $67K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -0.9% | 1,095 | $67K |
| Burkett Financial Services, LLC | 0.03% | Add +2.0% | 1,070 | $65K |
| Teachers Insurance & Annuity Association of America | 0.08% | No change | 1,036 | $63K |
| Grove Bank & Trust | 0.01% | No change | 1,005 | $61K |
| Transce3nd, LLC | 0.02% | — | 953 | $58K |
| Elevation Wealth Partners, LLC | 0.02% | Add +2.1% | 931 | $57K |
| JDM Financial Group LLC | 0.03% | Add +0.1% | 929 | $56K |
| Addison Advisors LLC | 0.02% | No change | 925 | $56K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 896 | $56K |
| High Note Wealth, LLC | 0.01% | New | 901 | $55K |
| CENTRAL TRUST Co | 0.00% | New | 850 | $52K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -2.3% | 800 | $49K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 795 | $48K |
| Blue Trust, Inc. | 0.00% | No change | 781 | $47K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 770 | $47K |
| Sound Income Strategies, LLC | 0.00% | Add +1.4% | 742 | $45K |
| Oarsman Capital, Inc. | 0.01% | Add +0.1% | 721 | $44K |
| JNBA Financial Advisors | 0.00% | No change | 700 | $43K |
| Gables Capital Management Inc. | 0.02% | No change | 688 | $42K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -31.7% | 687 | $42K |
| Empirical Asset Management, LLC | 0.01% | New | 38,457 | $38K |
| Atlatl Advisers LLC | 0.02% | — | 630 | $38K |
| ZynergyRetirementPlanningLLC | 0.03% | No change | 561 | $38K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 624 | $38K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $38K |
| Bristlecone Advisors, LLC | 0.00% | No change | 613 | $37K |
| NorthRock Partners, LLC | 0.00% | No change | 602 | $37K |
| Venturi Wealth Management, LLC | 0.00% | Add +32.2% | 579 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.7% | 556 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +27.5% | 575 | $35K |
| Running Point Capital Advisors, LLC | 0.01% | Add +4269.2% | 568 | $35K |
| Perkins Coie Trust Co | 0.01% | No change | 568 | $35K |
| HM Payson & Co. | 0.00% | Add +360.7% | 562 | $34K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Add +4300.0% | 528 | $32K |
| Hemington Wealth Management | 0.01% | Add +1.9% | 528 | $32K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 508 | $31K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -12.5% | 489 | $30K |
| City State Bank | 0.01% | No change | 479 | $29K |
| Providence First Trust Co | 0.01% | New | 455 | $28K |
| MCF Advisors LLC | 0.00% | No change | 451 | $27K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +7.5% | 416 | $25K |
| Evermay Wealth Management LLC | 0.00% | No change | 410 | $25K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $25K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -24.5% | 404 | $25K |
| Stephens Consulting, LLC | 0.01% | No change | 403 | $24K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $24K |
| American National Bank & Trust | 0.00% | New | 370 | $22K |
| Murphy & Mullick Capital Management Corp | 0.02% | — | 369 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -5.4% | 367 | $22K |
| St Germain D J Co. Inc. | 0.00% | No change | 356 | $22K |
| Synergy Investment Management, LLC | 0.01% | — | 337 | $20K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 333 | $20K |
| Tucker Asset Management LLC | 0.00% | No change | 333 | $20K |
| MRP Capital Investments, LLC | 0.02% | No change | 331 | $20K |
| IAG Wealth Partners, LLC | 0.00% | No change | 326 | $20K |
| Robinswood Financial LLC | 0.01% | Add +0.3% | 322 | $20K |
| Coston, McIsaac & Partners | 0.01% | No change | 301 | $18K |
| Oakworth Capital, Inc. | 0.00% | Add +438.9% | 291 | $18K |
| Tsfg, LLC | 0.00% | No change | 279 | $17K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 279 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 278 | $17K |
| Pacifica Partners Inc. | 0.01% | No change | 278 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 274 | $17K |
| Tompkins Financial Corp. | 0.00% | Reduce -83.3% | 261 | $16K |
| Twin City Private Wealth, LLC | 0.01% | Reduce -38.5% | 257 | $16K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $15K |
| Assetmark, Inc. | 0.00% | Reduce -15.7% | 248 | $15K |
| Element Wealth, LLC | 0.01% | No change | 239 | $15K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 233 | $14K |
| Covestor Ltd | 0.01% | Add +13.4% | 229 | $14K |
| WASHINGTON TRUST Co | 0.00% | No change | 225 | $14K |
| Mendota Financial Group, LLC | 0.01% | New | 222 | $13K |
| Evelyn Partners Asset Management Ltd | 0.00% | — | 215 | $13K |
| Main Management LLC | 0.00% | No change | 221 | $13K |
| Newton One Investments LLC | 0.00% | New | 209 | $13K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 206 | $13K |
| NFSG Corp | 0.00% | New | 200 | $12K |
| Howe & Rusling Inc. | 0.00% | New | 195 | $12K |
| S&T Bank | 0.00% | New | 191 | $12K |
| Bellevue Asset Management, LLC | 0.01% | New | 177 | $11K |
| CNB Bank | 0.00% | Reduce -37.7% | 165 | $10K |
| AlphaMark Advisors, LLC | 0.00% | No change | 172 | $10K |
| Hantz Financial Services, Inc. | 0.00% | New | 162 | $10K |
| Financial Perspectives, Inc | 0.00% | Add +1.9% | 162 | $10K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 153 | $9K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 134 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 134 | $8K |
| Avion Wealth | 0.00% | Add +1.5% | 136 | $8K |
| Noble Wealth Management PBC | 0.01% | — | 131 | $8K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 124 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $7K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $7K |
| New Millennium Group LLC | 0.00% | No change | 111 | $7K |
| Ameriflex Group, Inc. | 0.00% | — | 100 | $6K |
| Hoese & Co LLP | 0.01% | New | 100 | $6K |
| Retirement Wealth Solutions LLC | 0.01% | — | 102 | $6K |
| Main Street Group, LTD | 0.00% | No change | 90 | $5K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $5K |
| Winch Advisory Services, LLC | 0.00% | New | 84 | $5K |
| Webster Bank, N. A. | 0.00% | No change | 83 | $5K |
| McIlrath & Eck, LLC | 0.00% | Add +2.5% | 83 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $5K |
| Security National Bank | 0.00% | New | 75 | $5K |
| Headlands Technologies LLC | 0.00% | New | 70 | $4K |
| Synergy Asset Management, LLC | 0.00% | New | 58 | $4K |
| Versant Capital Management, Inc | 0.00% | No change | 62 | $4K |
| TCTC Holdings, LLC | 0.00% | Add +1.7% | 61 | $4K |
| Endeavor Private Wealth, Inc. | 0.00% | — | 58 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 58 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 52 | $3K |
| Elevate Wealth Advisory, Inc. | 0.00% | No change | 51 | $3K |
| NewSquare Capital LLC | 0.00% | No change | 50 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.1% | 49 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -95.7% | 46 | $3K |
| Promus Capital, LLC | 0.00% | — | 45 | $3K |
| EPG Wealth Management LLC | 0.00% | Add +2.3% | 44 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 42 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 41 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $2K |
| Truvestments Capital LLC | 0.00% | New | 39 | $2K |
| Bell Investment Advisors, Inc | 0.00% | No change | 33 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | Add +433.3% | 32 | $2K |
| Kiker Wealth Management, LLC | 0.00% | — | 30 | $2K |
| Roxbury Financial LLC | 0.00% | — | 28 | $2K |
| Founders Financial Alliance, 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% | Add +6.3% | 17 | $1K |
| Front Row Advisors LLC | 0.00% | No change | 15 | $911 |
| Richardson Financial Services Inc. | 0.00% | New | 13 | $791 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 11 | $668 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 10 | $583 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $425 |
| Financial Gravity Companies, Inc. | 0.00% | New | 5 | $327 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $105 |
| REAP Financial Group, LLC | 0.00% | New | 1 | $30 |
"% 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.