iShares MSCI Eafe Small-CapSCZETF
13F holders, Q2 2025 (June 30)717holders +29
65new positions
34sold out
4famous investors
$72.57avg. 13F price*
At the end of Q2 2025, 717 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 29 from Q1 2025. 65 opened new positions and 34 sold out. The largest holders were Tiaa Trust, National Association ($1.1B), Jones Financial Companies LLLP ($770.1M) and Natixis Advisors, LLC ($737.5M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares MSCI Eafe Small-Cap
- CUSIP
- 464288273
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $104.1M |
| Exits | 34 | $82.7M |
All 13F filers, Q1 2025 → Q2 2025: 13,030,724 shares bought and 14,186,775 shares sold, net −1,156,051 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 717 holders
| Tiaa Trust, National Association | 2.79% | Add +91.0% | 14,807,882 | $1.1B |
| Jones Financial Companies LLLP | 0.58% | Add +4.4% | 10,635,085 | $770.1M |
| Natixis Advisors, LLC | 1.17% | Add +4.8% | 10,146,560 | $737.5M |
| Creative Planning | 0.27% | Reduce -4.9% | 4,279,272 | $311.0M |
| State of New Jersey Common Pension Fund D | 1.00% | No change | 3,560,557 | $258.8M |
| BlackRock, Inc. | 0.00% | Reduce -34.6% | 3,316,992 | $241.1M |
| Bank of New York Mellon Corp | 0.04% | Reduce -6.1% | 3,243,879 | $235.8M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -17.4% | 2,849,453 | $207.1M |
| FMR LLC | 0.01% | Reduce -28.1% | 2,680,462 | $194.8M |
| Morgan Stanley | 0.01% | Reduce -6.5% | 2,366,770 | $172.0M |
| Bank of America Corp. | 0.01% | Add +5.0% | 2,005,470 | $145.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -54.4% | 1,772,412 | $128.8M |
| Focus Partners Wealth | 0.20% | Reduce -5.0% | 1,295,313 | $94.1M |
| Cassaday & Co Wealth Management LLC | 2.30% | Add +17.0% | 1,262,636 | $91.8M |
| UBS Group AG | 0.02% | Add +10.7% | 1,206,574 | $87.7M |
| Northern Trust Corp. | 0.01% | Add +8.3% | 1,199,266 | $87.2M |
| Modera Wealth Management, LLC | 0.91% | Reduce -15.4% | 1,013,737 | $73.7M |
| LPL Financial LLC | 0.02% | Add +8.0% | 802,503 | $58.3M |
| Royal Bank of Canada | 0.01% | Add +228.0% | 777,599 | $56.5M |
| Avantax Advisory Services, Inc. | 0.30% | Add +2.3% | 741,134 | $53.9M |
| HighTower Advisors, LLC | 0.07% | Reduce -0.6% | 727,710 | $52.9M |
| Bank of Montreal | 0.03% | Add +2.5% | 689,001 | $50.1M |
| Jane Street Group, LLC | 0.08% | New | 666,807 | $48.5M |
| Wilmington Savings Fund Society, FSB | 0.85% | Add +12.5% | 655,882 | $47.7M |
| Forvis Mazars Wealth Advisors, LLC | 1.02% | Reduce -5.9% | 649,117 | $47.2M |
| Financial Advisory Corp | 7.13% | Reduce -1.5% | 639,573 | $46.5M |
| State of Tennessee, Department of Treasury | 0.17% | Reduce -6.6% | 637,648 | $46.3M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -57.5% | 610,968 | $44.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +1.4% | 591,062 | $43.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -52.3% | 590,623 | $42.9M |
| Wellington Management Group LLP | 0.01% | Add +11.3% | 534,741 | $38.9M |
| Baker Avenue Asset Management, LP | 0.98% | Add +7.8% | 472,743 | $34.4M |
| Moneta Group Investment Advisors LLC | 0.41% | Reduce -0.6% | 470,679 | $34.2M |
| Plancorp, LLC | 1.04% | Reduce -8.8% | 414,181 | $30.1M |
| Ballentine Partners, LLC | 0.44% | Reduce -3.5% | 402,920 | $29.3M |
| Halbert Hargrove Global Advisors, LLC | 1.52% | Reduce -5.3% | 398,553 | $29.0M |
| Wealthcare Advisory Partners LLC | 0.66% | Add +16.1% | 395,017 | $28.7M |
| Corient Private Wealth LP | 0.04% | Reduce -43.5% | 388,117 | $28.2M |
| Mariner, LLC | 0.04% | Reduce -3.5% | 381,232 | $27.7M |
| Franklin Resources Inc. | 0.01% | Reduce -34.2% | 378,469 | $27.5M |
| Choreo, LLC | 0.35% | Reduce -4.9% | 349,443 | $25.4M |
| Flow Traders U.S. LLC | 0.93% | Add +658.6% | 347,919 | $25.3M |
| MAI Capital Management | 0.17% | Add +21.3% | 340,341 | $24.7M |
| Arvest Bank Trust Division | 1.41% | Reduce -1.2% | 332,173 | $24.1M |
| Wells Fargo & Company | 0.01% | Reduce -4.7% | 330,821 | $24.0M |
| Bear Mountain Capital, Inc. | 8.32% | Add +1.2% | 319,966 | $23.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +149.0% | 290,122 | $21.1M |
| Shakespeare Wealth Management, LLC | 5.61% | Reduce -0.3% | 289,426 | $21.0M |
| Great Lakes Advisors, LLC | 0.17% | Add +145.1% | 286,662 | $20.8M |
| Pure Financial Advisors, LLC | 0.36% | Add +86.6% | 284,186 | $20.7M |
| Mill Creek Capital Advisors, LLC | 0.46% | Reduce -2.2% | 282,510 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -17.4% | 282,208 | $20.5M |
| Full Sail Capital, LLC | 1.17% | Add +28.5% | 278,066 | $20.2M |
| Cetera Investment Advisers | 0.03% | Add +13.8% | 274,406 | $19.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.8% | 251,262 | $18.3M |
| Shore Point Advisors, LLC | 8.66% | Add +1.9% | 247,980 | $18.0M |
| Stifel Financial Corp. | 0.02% | Add +2.1% | 247,038 | $18.0M |
| Financiere des Professionnels - Fonds d'investissement inc. | 1.06% | Reduce -72.4% | 241,900 | $17.6M |
| Aspect Partners, LLC | 8.44% | Add +5391.9% | 235,549 | $17.1M |
| Truist Financial Corp. | 0.02% | Reduce -12.4% | 230,840 | $16.8M |
| Mission Wealth Management, LP | 0.33% | Add +3.4% | 205,491 | $14.9M |
| Pathstone Holdings, LLC | 0.06% | Add +124.9% | 255,603 | $14.8M |
| Fifth Third Bancorp | 0.05% | Add +1.9% | 204,007 | $14.8M |
| Savant Capital, LLC | 0.10% | Add +6.5% | 193,959 | $14.1M |
| Checchi Capital Advisers, LLC | 0.98% | Reduce -4.2% | 192,812 | $14.0M |
| Wealth Architects, LLC | 1.39% | Add +2.1% | 188,476 | $13.7M |
| Exencial Wealth Advisors, LLC | 0.47% | Reduce -1.3% | 185,298 | $13.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +99.6% | 183,359 | $13.3M |
| Brand Asset Management Group, Inc. | 4.83% | Reduce -28.2% | 177,974 | $12.9M |
| RTD Financial Advisors, Inc. | 1.62% | Reduce -2.9% | 173,755 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -38.3% | 170,471 | $12.4M |
| First Citizens Bank & Trust Co. | 0.22% | Reduce -19.8% | 170,133 | $12.4M |
| FSM Wealth Advisors, LLC | 2.01% | Add +8.6% | 171,474 | $12.4M |
| Osaic Holdings, Inc. | 0.02% | Add +5.9% | 166,193 | $12.1M |
| Klingman & Associates, LLC | 0.65% | Reduce -4.3% | 162,668 | $11.8M |
| Captrust Financial Advisors | 0.03% | Add +0.6% | 157,557 | $11.5M |
| Alesco Advisors, LLC, An ESL Co | 0.32% | Reduce -1.4% | 152,162 | $11.1M |
| Lido Advisors, LLC | 0.06% | Add +1107.0% | 150,227 | $10.9M |
| Nuveen, LLC | 0.00% | Reduce -80.8% | 143,773 | $10.4M |
| Omega Financial Group, LLC | 3.66% | Add +0.5% | 139,650 | $10.1M |
| M&T Bank Corp | 0.03% | Add +0.2% | 137,224 | $10.0M |
| Shoker Investment Counsel, Inc. | 3.12% | Add +4.6% | 136,975 | $10.0M |
| IMA Advisory Services, Inc. | 1.06% | Add +0.5% | 136,400 | $9.9M |
| WESCAP Management Group, Inc. | 2.17% | Add +0.5% | 131,143 | $9.5M |
| DORVAL Corp | 3.40% | Add +3.4% | 130,723 | $9.5M |
| Sound Stewardship, LLC | 4.86% | Add +1.5% | 129,532 | $9.4M |
| Sachem Hill LLC | 1.91% | Reduce -8.7% | 128,839 | $9.4M |
| Bryn Mawr Trust Advisors, LLC | 0.51% | Add +11.1% | 127,749 | $9.3M |
| Sterling Capital Management LLC | 0.13% | Reduce -9.2% | 127,532 | $9.3M |
| Copperwynd Financial, LLC | 2.26% | New | 124,832 | $9.1M |
| One Capital Management, LLC | 0.31% | Reduce -68.0% | 123,872 | $9.0M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +7.6% | 122,475 | $8.9M |
| Baird Financial Group, Inc. | 0.02% | Add +1.2% | 122,382 | $8.9M |
| Ifrah Financial Services, Inc. | 2.39% | Reduce -1.6% | 120,585 | $8.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.6% | 118,665 | $8.7M |
| Brighton Jones LLC | 0.23% | Add +0.1% | 118,022 | $8.6M |
| Charles Schwab Trust Co | 0.64% | Add +1.8% | 117,092 | $8.5M |
| Citigroup Inc. | 0.01% | Reduce -90.5% | 115,935 | $8.4M |
| Equitable Holdings, Inc. | 0.07% | Reduce -57.2% | 114,732 | $8.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.8% | 111,756 | $8.1M |
| Waverly Advisors, LLC | 0.09% | Reduce -3.7% | 110,612 | $8.0M |
| Brooklyn FI, LLC | 1.99% | Add +19.5% | 106,601 | $7.7M |
| Fonville Wealth Management LLC | 1.87% | Add +8.1% | 101,592 | $7.4M |
| Bank of Stockton | 2.15% | Reduce -0.3% | 99,365 | $7.2M |
| Arvest Investments, Inc. | 1.08% | Reduce -2.1% | 98,452 | $7.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +3.2% | 98,037 | $7.1M |
| Bessemer Group Inc. | 0.01% | Reduce -4.1% | 96,559 | $7.0M |
| US Bancorp \de | 0.01% | Add +0.5% | 95,411 | $6.9M |
| NewEdge Advisors, LLC | 0.04% | Reduce -0.0% | 94,296 | $6.9M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Add +11.4% | 93,744 | $6.8M |
| IFG Advisors, LLC | 1.11% | Add +13.0% | 90,915 | $6.6M |
| Coldstream Capital Management Inc. | 0.11% | Reduce -77.6% | 90,507 | $6.6M |
| Rwa Wealth Partners, LLC | 0.08% | Add +155.3% | 88,189 | $6.4M |
| Investors Research Corp | 1.22% | Reduce -14.6% | 85,576 | $6.2M |
| Wealthspire Retirement, LLC | 0.39% | New | 82,095 | $6.0M |
| Encompass Wealth Advisors, LLC | 2.16% | Add +3.8% | 81,047 | $5.9M |
| Ritholtz Wealth Management | 0.13% | Add +1344.2% | 79,372 | $5.8M |
| &partners | 0.04% | Add +3.8% | 79,198 | $5.8M |
| Total Wealth Planning, LLC | 0.72% | Add +54.1% | 78,649 | $5.7M |
| Professional Financial Advisors, LLC | 1.28% | New | 75,772 | $5.5M |
| Bank of Hawaii | 0.29% | Reduce -7.3% | 75,052 | $5.5M |
| American Financial Advisors, LLC | 0.72% | Reduce -8.9% | 71,120 | $5.2M |
| Goldstein Advisors, LLC | 0.69% | Reduce -1.9% | 70,611 | $5.1M |
| MML Investors Services, LLC | 0.01% | Reduce -2.6% | 70,399 | $5.1M |
| LTG Capital LLC | 4.36% | Reduce -0.8% | 70,166 | $5.1M |
| Composition Wealth, LLC | 0.09% | Add +110.7% | 69,966 | $5.1M |
| Private Advisor Group, LLC | 0.03% | Add +156.8% | 69,279 | $5.0M |
| Allworth Financial LP | 0.02% | Reduce -2.2% | 68,491 | $5.0M |
| Harbor Advisory Corp. | 1.58% | Add +2.3% | 68,419 | $5.0M |
| Fca Corp. | 1.48% | Add +1.4% | 68,203 | $5.0M |
| Larson Financial Group LLC | 0.19% | Reduce -35.0% | 66,481 | $4.8M |
| Acadian Asset Management LLC | 0.01% | Add +0.4% | 66,479 | $4.8M |
| Bleakley Financial Group, LLC | 0.12% | Reduce -2.5% | 66,454 | $4.8M |
| My Personal CFO, LLC | 2.19% | Add +1.5% | 66,347 | $4.8M |
| NorthStar Asset Management LLC | 2.52% | Add +2.8% | 65,759 | $4.8M |
| Parkside Financial Bank & Trust | 0.51% | Add +11.5% | 65,168 | $4.7M |
| Austin Private Wealth, LLC | 0.38% | Reduce -31.4% | 65,165 | $4.7M |
| Cornerstone Management, Inc. | 0.82% | Reduce -2.1% | 64,905 | $4.7M |
| Heritage Trust Co | 0.54% | Reduce -1.0% | 64,401 | $4.7M |
| MSH Capital Advisors LLC | 1.35% | Reduce -1.2% | 64,391 | $4.7M |
| Clearwater Capital Advisors, LLC | 0.43% | Reduce -2.9% | 64,075 | $4.7M |
| Cascade Financial Partners, LLC | 0.56% | Add +2.0% | 64,067 | $4.7M |
| SVB Wealth LLC | 0.25% | New | 63,899 | $4.6M |
| Quent Capital, LLC | 0.45% | Reduce -5.1% | 63,506 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.05% | Add +25.3% | 62,623 | $4.6M |
| Comerica Bank | 0.02% | Add +9.7% | 62,305 | $4.5M |
| Barclays PLC | 0.00% | Reduce -49.6% | 61,127 | $4.4M |
| Renaissance Technologies | 0.01% | New | 60,300 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Add +264.8% | 58,717 | $4.3M |
| Aspiriant, LLC | 0.13% | Add +1.6% | 58,150 | $4.2M |
| Auto-Owners Insurance Co | 0.08% | Reduce -52.2% | 52,300 | $3.8M |
| NBT Bank, N.A. | 0.26% | Reduce -1.9% | 52,149 | $3.8M |
| Washington Trust Bank | 0.32% | Reduce -26.5% | 51,749 | $3.8M |
| Citadel Advisors | 0.00% | New | 51,283 | $3.7M |
| Partners in Financial Planning | 0.68% | Add +5.6% | 50,997 | $3.7M |
| World Investment Advisors | 0.08% | Add +1.4% | 50,967 | $3.7M |
| Hancock Whitney Corp. | 0.07% | Add +3.9% | 49,261 | $3.6M |
| rebel Financial LLC | 1.63% | — | 49,105 | $3.6M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -4.8% | 48,686 | $3.5M |
| Glenmede Investment Management, LP | 0.02% | — | 48,383 | $3.5M |
| Foundation Wealth Management, LLC\PA | 1.52% | Reduce -1.2% | 48,344 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +10.8% | 46,412 | $3.4M |
| Sei Investments Co. | 0.00% | Reduce -20.2% | 45,378 | $3.3M |
| Martin & Co. Inc. | 0.60% | Reduce -1.4% | 45,008 | $3.3M |
| DRW Securities, LLC | 0.23% | New | 44,205 | $3.2M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.27% | Reduce -3.9% | 44,137 | $3.2M |
| Curi Capital, LLC | 0.06% | Add +224.2% | 44,099 | $3.2M |
| IFP Advisors, Inc | 0.09% | Add +328.4% | 44,077 | $3.2M |
| Richard W. Paul & Associates, LLC | 1.16% | Reduce -0.9% | 43,993 | $3.2M |
| Waldron Private Wealth LLC | 0.14% | Add +2.0% | 43,955 | $3.2M |
| Disciplined Investments, LLC | 1.34% | Reduce -2.0% | 43,680 | $3.2M |
| Summit Trail Advisors, LLC | 0.05% | New | 43,500 | $3.2M |
| Creekside Partners | 1.48% | Add +1.0% | 42,888 | $3.1M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -6.5% | 42,462 | $3.1M |
| Narus Financial Partners, LLC | 0.96% | Reduce -9.1% | 42,143 | $3.1M |
| Old Mission Capital LLC | 0.08% | New | 40,844 | $3.0M |
| Quadrant Capital Group LLC | 0.11% | Reduce -85.2% | 40,684 | $3.0M |
| Park Avenue Securities LLC | 0.03% | Add +2.7% | 40,413 | $2.9M |
| Partnership Wealth Management, LLC | 2.37% | Add +2.0% | 40,198 | $2.9M |
| Vise Technologies, Inc. | 0.12% | — | 39,787 | $2.9M |
| Abacus Planning Group, Inc. | 0.43% | Reduce -3.4% | 39,505 | $2.9M |
| Acropolis Investment Management, LLC | 0.16% | Reduce -15.0% | 39,269 | $2.9M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -9.1% | 39,046 | $2.8M |
| Droms Strauss Advisors Inc. /Mo/ | 0.81% | Add +9.0% | 36,329 | $2.6M |
| Eagle Strategies LLC | 0.40% | Add +3.6% | 36,300 | $2.6M |
| Beacon Harbor Wealth Advisors, Inc. | 0.66% | Reduce -11.6% | 36,176 | $2.6M |
| Breakwater Capital Group | 0.43% | Reduce -2.0% | 36,174 | $2.6M |
| PrairieView Partners, LLC | 0.25% | Add +3.9% | 36,097 | $2.6M |
| Avior Wealth Management, LLC | 0.09% | Reduce -1.1% | 36,113 | $2.6M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Reduce -0.4% | 35,223 | $2.6M |
| James J. Burns & Company, LLC | 0.42% | Add +2.0% | 35,020 | $2.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +4.5% | 34,935 | $2.5M |
| Noble Family Wealth, LLC | 0.62% | Reduce -3.6% | 34,827 | $2.5M |
| Hi-Line Capital Management, LLC | 0.89% | No change | 34,738 | $2.5M |
| D.A. Davidson & Co. | 0.02% | Add +0.7% | 34,715 | $2.5M |
| Beam Wealth Advisors, Inc. | 0.75% | Add +62.9% | 34,445 | $2.5M |
| Coyle Financial Counsel LLC | 0.67% | Reduce -5.4% | 34,216 | $2.5M |
| Probity Advisors, Inc. | 0.43% | Add +1.8% | 33,785 | $2.5M |
| BIP Wealth, LLC | 0.15% | Reduce -1.4% | 33,766 | $2.5M |
| Rialto Wealth Management, LLC | 0.69% | Reduce -3.6% | 33,758 | $2.5M |
| Prosperity Planning, Inc. | 0.98% | Reduce -3.8% | 33,402 | $2.4M |
| Crewe Advisors LLC | 0.34% | Reduce -1.6% | 33,160 | $2.4M |
| Global Retirement Partners, LLC | 0.06% | — | 33,049 | $2.4M |
| IHT Wealth Management, LLC | 0.07% | Reduce -5.0% | 32,775 | $2.4M |
| Principal Securities, Inc. | 0.04% | Add +15.9% | 32,716 | $2.4M |
| Atlas Capital Advisors Inc. | 0.29% | Add +3.6% | 32,714 | $2.4M |
| Pointe Capital Management LLC | 1.23% | Add +2.0% | 32,497 | $2.4M |
| Qube Research & Technologies Ltd | 0.00% | Add +10074.5% | 31,948 | $2.3M |
| Vance Wealth, LLC | 0.78% | Reduce -6.7% | 31,878 | $2.3M |
| American Financial & Tax Strategies Inc. | 1.19% | Reduce -1.8% | 31,626 | $2.3M |
| Canopy Partners, LLC | 0.84% | No change | 31,418 | $2.3M |
| Elmwood Wealth Management, Inc. | 0.89% | Reduce -2.3% | 30,979 | $2.3M |
| Reston Wealth Management LLC | 0.78% | Add +3.7% | 30,772 | $2.2M |
| Citizens Financial Group Inc. | 0.04% | Reduce -0.0% | 30,180 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.8% | 30,072 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +0.5% | 30,100 | $2.2M |
| Sowell Financial Services LLC | 0.09% | Add +5.3% | 29,688 | $2.2M |
| Benjamin Edwards Inc. | 0.03% | Add +0.1% | 29,412 | $2.1M |
| Peloton Wealth Strategists | 0.85% | Reduce -10.3% | 28,498 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.7% | 28,144 | $2.0M |
| Cerity Partners LLC | 0.00% | Add +29.3% | 28,041 | $2.0M |
| CI Investments Inc. | 0.01% | Reduce -4.0% | 27,921 | $2.0M |
| Vestcor Inc | 0.06% | Add +203.3% | 27,448 | $2.0M |
| Endowment Wealth Management, Inc. | 1.03% | Reduce -2.3% | 27,429 | $2.0M |
| Future Fund LLC | 0.88% | New | 27,273 | $2.0M |
| UMB Bank, n.a. | 0.03% | Reduce -16.5% | 27,214 | $2.0M |
| Foundation Wealth Management, LLC | 1.37% | Reduce -15.7% | 26,991 | $2.0M |
| Aire Advisors, LLC | 0.37% | Add +0.4% | 26,612 | $1.9M |
| Sincerus Advisory, LLC | 1.79% | Add +10.4% | 25,520 | $1.9M |
| Capital Analysts, LLC | 0.06% | Reduce -2.8% | 25,410 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.17% | Add +0.7% | 25,139 | $1.8M |
| Blair William & Co. | 0.01% | Add +1.7% | 25,012 | $1.8M |
| First Citizens Asset Management, Inc. | 0.63% | Reduce -22.7% | 24,520 | $1.8M |
| Strategic Family Wealth Counselors, L.L.C. | 0.51% | Reduce -1.0% | 24,388 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Add +1.7% | 24,199 | $1.8M |
| Efficient Advisors, LLC | 0.10% | Reduce -14.1% | 24,174 | $1.8M |
| Regal Investment Advisors LLC | 0.13% | Reduce -3.8% | 24,119 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -33.2% | 23,973 | $1.7M |
| Stock Yards Bank & Trust Co. | 0.06% | Reduce -6.2% | 23,946 | $1.7M |
| Morris Financial Concepts, Inc. | 0.69% | Reduce -13.7% | 23,940 | $1.7M |
| Family Firm, Inc. | 0.42% | Reduce -4.0% | 23,841 | $1.7M |
| Frontier Asset Management, LLC | 0.47% | Reduce -14.7% | 23,639 | $1.7M |
| Nicolet Advisory Services, LLC | 0.14% | Reduce -1.9% | 23,194 | $1.7M |
| First American Trust, FSB | 0.13% | Add +2.3% | 23,065 | $1.7M |
| Falcon Wealth Planning | 0.17% | Reduce -0.9% | 22,909 | $1.7M |
| Laird Norton Wetherby Wealth Management, LLC | 0.07% | — | 22,397 | $1.6M |
| Evanson Asset Management, LLC | 0.10% | No change | 22,113 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Add +12.5% | 21,900 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.42% | Reduce -3.2% | 21,861 | $1.6M |
| Fifth Third Wealth Advisors LLC | 0.07% | Reduce -21.7% | 21,734 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -18.6% | 21,350 | $1.6M |
| Trust Co of the South | 0.27% | No change | 21,035 | $1.5M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -2.9% | 20,980 | $1.5M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.2% | 20,918 | $1.5M |
| Lee Financial Co | 0.22% | Add +0.3% | 20,780 | $1.5M |
| FDx Advisors, Inc. | 0.46% | Reduce -6.3% | 20,664 | $1.5M |
| Dohj, LLC | 0.43% | Reduce -4.1% | 22,777 | $1.5M |
| Keel Point, LLC | 0.10% | Add +48.4% | 20,410 | $1.5M |
| Elyxium Wealth, LLC | 0.55% | Reduce -28.1% | 20,295 | $1.5M |
| Intergy Private Wealth, LLC | 0.50% | Reduce -1.6% | 20,077 | $1.5M |
| McLean Asset Management Corp | 0.38% | Add +13.2% | 19,942 | $1.5M |
| SCS Capital Management LLC | 0.02% | Reduce -2.6% | 19,949 | $1.4M |
| Stonehearth Capital Management, LLC | 0.60% | Add +1.8% | 19,929 | $1.4M |
| Continuum Advisory, LLC | 0.17% | Add +0.8% | 19,831 | $1.4M |
| Midwest Trust Co | 0.02% | — | 19,556 | $1.4M |
| Cardiff Park Advisors, LLC | 0.12% | Add +0.3% | 19,507 | $1.4M |
| Sterling Financial Planning, Inc. | 0.47% | Reduce -6.5% | 19,422 | $1.4M |
| Hudson Portfolio Management LLC | 1.31% | Reduce -3.5% | 19,320 | $1.4M |
| PICTET BANK & TRUST Ltd | 1.63% | Reduce -9.0% | 19,145 | $1.4M |
| Berkeley, Inc | 0.50% | Reduce -2.6% | 19,023 | $1.4M |
| Guidance Point Advisors, LLC | 0.37% | Add +2.1% | 18,996 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -29.3% | 18,271 | $1.3M |
| Monument Group Wealth Advisors, LLC | 0.83% | Reduce -5.3% | 18,226 | $1.3M |
| Parkworth Wealth Management, Inc. | 0.94% | Add +1.5% | 17,861 | $1.3M |
| Farther Finance Advisors, LLC | 0.03% | Add +54.2% | 17,603 | $1.3M |
| GEM Asset Management, LLC | 0.65% | No change | 17,671 | $1.3M |
| TAGStone Capital, Inc. | 0.52% | Add +1.4% | 16,974 | $1.3M |
| Rebalance, LLC | 0.09% | Add +1.5% | 17,258 | $1.3M |
| Rockefeller Capital Management L.P. | 0.00% | Add +7.3% | 17,151 | $1.2M |
| Kelly Financial Group LLC | 0.36% | Reduce -45.3% | 17,137 | $1.2M |
| May Hill Capital, LLC | 0.41% | Reduce -26.4% | 17,034 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +41.9% | 16,940 | $1.2M |
| Tortoise Investment Management, LLC | 0.12% | Reduce -3.2% | 16,602 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +2.7% | 16,552 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +0.1% | 16,353 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +19.1% | 16,246 | $1.2M |
| American Century Companies Inc. | 0.00% | Add +84.0% | 16,241 | $1.2M |
| Sax Wealth Advisors, LLC | 0.07% | Reduce -5.7% | 16,073 | $1.2M |
| Wealthcare Capital Management LLC | 0.12% | Reduce -8.8% | 16,058 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 15,948 | $1.2M |
| Squire Investment Management Company, LLC | 0.43% | No change | 15,896 | $1.2M |
| GenTrust, LLC | 0.05% | No change | 15,849 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Add +5.5% | 15,795 | $1.1M |
| Walkner Condon Financial Advisors LLC | 0.20% | Add +4.0% | 15,309 | $1.1M |
| BayBridge Capital Group, LLC | 0.71% | Add +0.4% | 15,215 | $1.1M |
| Harbor Group, Inc. | 0.19% | Add +0.4% | 15,035 | $1.1M |
| RBF Capital, LLC | 0.05% | No change | 15,000 | $1.1M |
| Argent Trust Co | 0.04% | Add +3.1% | 14,962 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.17% | Reduce -7.0% | 14,846 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.0% | 14,749 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 14,528 | $1.1M |
| Aletheian Wealth Advisors LLC | 0.51% | Reduce -0.0% | 14,401 | $1.0M |
| Flputnam Investment Management Co. | 0.02% | Reduce -1.0% | 13,949 | $1.0M |
| Simplicity Wealth,LLC | 0.04% | Add +85.7% | 13,930 | $1.0M |
| Magnus Financial Group LLC | 0.09% | Add +2.6% | 13,807 | $1.0M |
| Mason Investment Advisory Services, Inc. | 0.05% | Add +1.5% | 13,753 | $1000K |
| Interchange Capital Partners, LLC | 0.23% | Reduce -12.4% | 13,669 | $993K |
| Kestra Advisory Services, LLC | 0.00% | Add +9.2% | 13,563 | $986K |
| Tilson Financial Group, Inc. | 0.37% | Add +0.2% | 13,543 | $984K |
| Allegheny Financial Group | 0.22% | Add +4.0% | 13,537 | $984K |
| Tobias Financial Advisors, Inc. | 0.17% | Reduce -0.4% | 13,524 | $983K |
| Harbor Investment Advisory, LLC | 0.09% | No change | 13,476 | $979K |
| Deutsche Bank AG | 0.00% | Add +27.5% | 13,433 | $976K |
| Truepoint, Inc. | 0.02% | No change | 13,402 | $974K |
| GFS Advisors, LLC | 0.13% | Reduce -7.5% | 13,272 | $965K |
| Glenview Trust Co | 0.02% | No change | 13,272 | $965K |
| Busey Bank | 0.03% | Add +8.0% | 13,261 | $964K |
| Westmount Partners, LLC | 0.26% | Reduce -0.1% | 13,163 | $957K |
| Bokf, NA | 0.02% | Reduce -1.4% | 13,140 | $955K |
| First Western Trust Bank | 0.04% | No change | 12,538 | $911K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +4.0% | 12,487 | $908K |
| Compound Planning, Inc. | 0.03% | Reduce -3.9% | 12,421 | $903K |
| Wedmont Private Capital | 0.04% | Add +0.2% | 12,296 | $900K |
| HB Wealth Management, LLC | 0.01% | Add +173.8% | 12,331 | $896K |
| Patriot Financial Group Insurance Agency, LLC | 0.10% | Reduce -7.6% | 12,282 | $893K |
| Whittier Trust Co. | 0.01% | Add +0.1% | 11,751 | $854K |
| Windward Private Wealth Management Inc. | 0.30% | Reduce -4.3% | 11,637 | $846K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -3.0% | 11,570 | $841K |
| Wealthcare Capital Partners, LLC | 0.42% | Reduce -2.1% | 11,432 | $831K |
| Birch Financial Group, LLC | 0.66% | Add +3.7% | 11,333 | $824K |
| Atria Wealth Solutions, Inc. | 0.02% | Add +1.4% | 11,324 | $823K |
| REDW Wealth LLC | 0.32% | Add +0.7% | 11,167 | $812K |
| Independent Advisor Alliance | 0.02% | Add +51.7% | 10,927 | $794K |
| Parallel Advisors, LLC | 0.02% | Reduce -4.3% | 10,861 | $789K |
| McAdam, LLC | 0.04% | Reduce -6.3% | 10,843 | $788K |
| Strategic Blueprint, LLC | 0.04% | Reduce -4.0% | 10,614 | $771K |
| Accretive Wealth Partners, LLC | 0.25% | Add +0.1% | 10,431 | $758K |
| Invesco Ltd. | 0.00% | Reduce -7.6% | 10,401 | $756K |
| Asset Dedication, LLC | 0.05% | Add +0.6% | 10,336 | $751K |
| National Bank of Canada | 0.00% | Add +15.0% | 10,292 | $748K |
| Retirement Planning Group, LLC | 0.03% | Reduce -5.6% | 10,238 | $744K |
| Betterment LLC | 0.00% | Add +4.7% | 10,234 | $744K |
| Summit Financial, LLC | 0.02% | Reduce -8.0% | 10,228 | $743K |
| Independence Bank of Kentucky | 0.10% | Reduce -25.0% | 10,198 | $741K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.7% | 10,142 | $737K |
| AQR Capital Management | 0.00% | Add +4.8% | 10,126 | $736K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +1.5% | 10,073 | $732K |
| Quantinno Capital Management LP | 0.00% | Add +29.5% | 10,060 | $731K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Reduce -1.9% | 10,005 | $727K |
| Forum Financial Management, LP | 0.01% | No change | 10,003 | $727K |
| Mather Group, Llc. | 0.01% | Add +0.0% | 9,928 | $722K |
| Rehmann Capital Advisory Group | 0.04% | Add +2.2% | 9,902 | $720K |
| Martin Worley Group | 0.35% | No change | 9,877 | $718K |
| Family Wealth Partners, LLC | 0.28% | New | 9,784 | $711K |
| St. Louis Trust Co | 0.09% | No change | 9,680 | $704K |
| Wooster Corthell Wealth Management, Inc. | 0.13% | Reduce -5.6% | 9,675 | $703K |
| Keybank National Association | 0.00% | Add +19.2% | 9,670 | $703K |
| 21 West Wealth Management LLC | 0.70% | — | 9,589 | $697K |
| William Howard & Co Financial Advisors Inc | 0.60% | Add +0.3% | 9,487 | $689K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -1.8% | 9,414 | $684K |
| Cutler Investment Counsel LLC | 0.08% | No change | 9,357 | $680K |
| Rf&l Wealth Management, LLC | 0.43% | Reduce -2.7% | 9,245 | $672K |
| PBMares Wealth Management LLC | 0.12% | Reduce -12.2% | 9,237 | $671K |
| Williams & Novak, LLC | 0.57% | Reduce -13.3% | 9,226 | $671K |
| Empower Advisory Group, LLC | 0.00% | Add +41.4% | 9,165 | $666K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +1.5% | 9,157 | $666K |
| Lam Group, Inc. | 0.44% | No change | 9,155 | $665K |
| Johnson Investment Counsel Inc. | 0.01% | Add +8.6% | 9,068 | $659K |
| Financial Harvest, LLC | 0.49% | New | 8,944 | $650K |
| Cibc World Market Inc. | 0.00% | Add +3.7% | 8,790 | $639K |
| Fidelis Capital Partners, LLC | 0.06% | Add +0.2% | 8,371 | $620K |
| Johnson Financial Group, LLC | 0.06% | No change | 8,535 | $620K |
| BNP Paribas Financial Markets | 0.00% | Add +94344.4% | 8,500 | $618K |
| Fiduciary Advisors, Inc. | 0.54% | Add +25.1% | 8,489 | $617K |
| Ascent Group, LLC | 0.02% | Reduce -6.8% | 8,454 | $614K |
| Pinnacle Wealth Planning Services, Inc. | 0.08% | Reduce -4.8% | 8,423 | $612K |
| Belpointe Asset Management LLC | 0.02% | Add +93.3% | 8,112 | $590K |
| Synovus Financial Corp. | 0.01% | Add +3.7% | 8,025 | $583K |
| Mutual Advisors, LLC | 0.01% | Reduce -34.4% | 7,830 | $583K |
| Integrity Wealth Solutions LLC | 0.28% | Add +2.0% | 7,926 | $576K |
| Athena Investment Management | 0.32% | No change | 7,915 | $575K |
| United Capital Financial Advisors, LLC | 0.00% | Add +135.2% | 7,832 | $569K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +4.3% | 7,807 | $567K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -1.0% | 7,800 | $567K |
| Morton Capital Management LLC | 0.10% | Add +3.5% | 7,666 | $557K |
| Gladwyn Financial Advisors, Inc. | 0.43% | — | 7,579 | $551K |
| Brucke Financial, Inc. | 0.38% | Reduce -0.7% | 7,577 | $551K |
| JMG Financial Group, Ltd. | 0.02% | No change | 7,501 | $545K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.2% | 23,473 | $545K |
| Index Fund Advisors, Inc. | 0.03% | Reduce -12.1% | 7,373 | $536K |
| Twin Focus Capital Partners, LLC | 0.07% | Reduce -50.5% | 7,320 | $532K |
| Richard P Slaughter Associates Inc | 0.11% | Reduce -1.1% | 7,269 | $528K |
| Factor Wealth Management LTD | 0.14% | Add +1.6% | 7,207 | $524K |
| ARK & TLK Investments, LLC | 0.17% | Reduce -4.9% | 7,195 | $523K |
| GTS Securities LLC | 0.02% | Reduce -49.7% | 7,190 | $523K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.19% | Reduce -75.0% | 7,165 | $521K |
| Tranquility Partners, LLC | 0.19% | Reduce -0.8% | 7,158 | $520K |
| Savvy Advisors, Inc. | 0.03% | Add +13.9% | 7,083 | $515K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Reduce -3.5% | 6,978 | $507K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.7% | 6,924 | $503K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -2.8% | 6,726 | $489K |
| Whalerock Point Partners, LLC | 0.11% | No change | 6,700 | $487K |
| Courage Miller Partners, LLC | 0.15% | Add +2.3% | 6,599 | $480K |
| Becker Capital Management Inc. | 0.01% | Reduce -17.1% | 6,584 | $479K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -1.9% | 6,508 | $473K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.5% | 6,424 | $467K |
| Sentinel Wealth Management, Inc. | 0.44% | — | 6,426 | $467K |
| Brickley Wealth Management | 0.09% | Reduce -2.3% | 6,421 | $467K |
| Nwam LLC | 0.03% | Add +91.8% | 6,400 | $464K |
| Headinvest, LLC | 0.10% | No change | 6,370 | $463K |
| Braun-Bostich & Associates Inc. | 0.31% | Reduce -41.3% | 6,295 | $458K |
| Bridge Generations Wealth Management LLC | 0.28% | No change | 6,262 | $455K |
| Valeo Financial Advisors, LLC | 0.01% | Add +17.7% | 6,198 | $450K |
| CM Wealth Advisors LLC | 0.13% | Add +36.2% | 6,141 | $446K |
| Wealthspire Advisors, LLC | 0.00% | Add +2.0% | 6,140 | $446K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.8% | 6,065 | $441K |
| Strive Asset Management, LLC | 0.26% | Reduce -73.3% | 6,016 | $437K |
| Cornerstone Wealth Advisors, Inc. | 0.11% | Reduce -4.4% | 5,965 | $434K |
| Presilium Private Wealth, LLC | 0.09% | Reduce -43.0% | 5,910 | $430K |
| Raffa Wealth Management, LLC | 0.08% | Add +1.5% | 5,847 | $424K |
| Integrated Advisors Network LLC | 0.02% | Reduce -5.8% | 5,816 | $423K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -1.3% | 5,803 | $422K |
| Cwm, LLC | 0.00% | Reduce -10.8% | 5,759 | $419K |
| NewEdge Wealth, LLC | 0.01% | Add +16.1% | 5,609 | $419K |
| Sierra Capital LLC | 0.05% | No change | 5,723 | $416K |
| Pitcairn Co. | 0.03% | No change | 5,662 | $412K |
| Two Sigma Securities, LLC | 0.05% | Reduce -74.5% | 5,658 | $411K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +2.0% | 5,645 | $410K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 5,623 | $409K |
| Ancora Advisors LLC | 0.01% | Reduce -0.3% | 5,545 | $403K |
| FSC Wealth Advisors, LLC | 0.25% | Add +5.2% | 5,511 | $401K |
| BOK Financial Private Wealth, Inc. | 0.03% | No change | 5,510 | $400K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 5,440 | $395K |
| AllSquare Wealth Management LLC | 0.22% | No change | 5,424 | $394K |
| Thompson Siegel & Walmsley LLC | 0.01% | Reduce -52.8% | 5,419 | $394K |
| GW&K Investment Management, LLC | 0.00% | No change | 5,402 | $393K |
| Embree Financial Group | 0.06% | Reduce -6.5% | 5,390 | $392K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -10.1% | 5,340 | $388K |
| Fort Vancouver Investment Management, LLC | 0.26% | Add +87.0% | 5,304 | $385K |
| CoreCap Advisors, LLC | 0.01% | Reduce -3.9% | 5,114 | $372K |
| Samalin Investment Counsel, LLC | 0.14% | Add +7.0% | 5,094 | $370K |
| Nicolet Bankshares Inc. | 0.06% | Add +34.6% | 5,092 | $370K |
| Watts Gwilliam & Co., LLC | 0.06% | Reduce -28.5% | 4,786 | $369K |
| Latitude Advisors, LLC | 0.19% | Reduce -3.7% | 5,078 | $369K |
| Meridian Financial Advisors, LLC | 0.24% | Add +0.0% | 5,072 | $369K |
| Vista Investment Management | 0.14% | Add +0.1% | 5,028 | $365K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.6% | 4,973 | $361K |
| First Interstate Bank | 0.02% | No change | 4,907 | $357K |
| Collective Family Office LLC | 0.09% | Reduce -5.8% | 4,852 | $353K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.0% | 4,772 | $347K |
| Maia Wealth LLC | 0.07% | Add +2.3% | 4,769 | $347K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.9% | 4,751 | $345K |
| Kavar Capital Partners Group, LLC | 0.05% | Reduce -1.2% | 4,722 | $343K |
| Sigma Planning Corp | 0.01% | New | 4,716 | $343K |
| Discipline Wealth Solutions, LLC | 0.13% | New | 4,714 | $343K |
| KFA Private Wealth Group, LLC | 0.11% | Add +3.0% | 4,666 | $339K |
| Biltmore Family Office, LLC | 0.06% | No change | 4,665 | $339K |
| Cobblestone Capital Advisors LLC | 0.02% | No change | 4,650 | $338K |
| Caliber Wealth Management, LLC / KS | 0.04% | New | 4,592 | $334K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -7.1% | 4,567 | $332K |
| Integrated Capital Management, LLC | 0.16% | Add +2.1% | 4,434 | $325K |
| Vannoy Advisory Group, Inc. | 0.22% | Reduce -1.7% | 4,462 | $324K |
| Apella Capital, LLC | 0.01% | Reduce -0.6% | 4,492 | $324K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +6.8% | 4,446 | $323K |
| Crescent Grove Advisors, LLC | 0.03% | Add +1.5% | 4,419 | $321K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -30.3% | 4,403 | $320K |
| Debussy Capital Management LP | 0.05% | No change | 4,336 | $315K |
| Independent Financial Group, LLC | 0.01% | Add +14.2% | 4,330 | $315K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -0.3% | 4,268 | $310K |
| Mullaney, Keating & Wright, Inc. | 0.20% | Add +1.4% | 4,248 | $309K |
| Smartleaf Asset Management LLC | 0.03% | Add +15.4% | 4,263 | $309K |
| Rockingstone Advisors LLC | 0.16% | No change | 4,245 | $309K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.8% | 4,230 | $307K |
| Fortis Capital Advisors, LLC | 0.05% | No change | 4,197 | $305K |
| Legacy Edge Advisors, LLC | 0.04% | New | 4,154 | $302K |
| Stephens Inc. | 0.00% | Reduce -1.5% | 4,154 | $302K |
| DMC Group, LLC | 0.23% | New | 4,102 | $298K |
| Alliancebernstein L.P. | 0.00% | No change | 4,100 | $298K |
| Columbus Macro, LLC | 0.04% | Reduce -5.6% | 4,087 | $297K |
| River Wealth Advisors LLC | 0.04% | Reduce -10.7% | 4,074 | $296K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +20.3% | 4,067 | $296K |
| Wealth Preservation Advisors, LLC | 0.18% | No change | 4,063 | $295K |
| XTX Topco Ltd | 0.01% | New | 4,051 | $294K |
| Regions Financial Corp. | 0.00% | Reduce -2.9% | 4,045 | $294K |
| Beckerman Institutional, LLC | 0.19% | Reduce -11.7% | 4,026 | $293K |
| Stone Summit Wealth LLC | 0.09% | No change | 4,005 | $291K |
| Montis Financial, LLC | 0.08% | Add +1.0% | 3,949 | $287K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Add +9.5% | 3,904 | $286K |
| Truefg, LLC | 0.08% | Reduce -1.0% | 3,927 | $285K |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.5% | 3,880 | $282K |
| Eagle Rock Investment Company, LLC | 0.04% | Add +4.9% | 3,873 | $281K |
| Bestgate Wealth Advisors, LLC | 0.57% | No change | 4,358 | $277K |
| LongView Wealth Management | 0.08% | Reduce -70.4% | 3,796 | $276K |
| MFA Wealth Services | 0.21% | New | 3,773 | $274K |
| Armstrong, Fleming & Moore, Inc | 0.15% | New | 3,760 | $273K |
| Dynamic Financial Group | 0.26% | No change | 3,754 | $273K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -3.6% | 3,715 | $270K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 3,700 | $269K |
| Canandaigua National Bank & Trust Co. | 0.02% | Reduce -0.4% | 3,616 | $263K |
| Up Strategic Wealth Investment Advisors LLC | 0.20% | No change | 3,569 | $259K |
| Aurelius Family Office LLC | 0.12% | Reduce -0.8% | 3,544 | $258K |
| Werba Rubin Papier Wealth Management | 0.05% | Add +0.7% | 3,536 | $257K |
| Garrison Point Advisors, LLC | 0.12% | Add +2.0% | 3,529 | $256K |
| Fisher Asset Management | 0.00% | New | 3,520 | $256K |
| AE Wealth Management LLC | 0.00% | Add +2.2% | 3,512 | $255K |
| Key Financial Inc | 0.05% | Reduce -5.7% | 3,504 | $255K |
| Wealthfront Advisers LLC | 0.00% | New | 3,504 | $255K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -9.3% | 3,479 | $253K |
| Pinney & Scofield, Inc. | 0.17% | No change | 3,471 | $252K |
| Archvest Wealth Advisors, Inc. | 0.22% | Reduce -4.8% | 3,469 | $252K |
| Single Point Partners, LLC | 0.06% | Reduce -33.4% | 3,469 | $252K |
| Annex Advisory Services, LLC | 0.01% | Reduce -12.1% | 3,452 | $251K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 3,350 | $243K |
| LPWM LLC | 0.07% | Reduce -9.9% | 3,336 | $242K |
| Maltin Wealth Management, Inc. | 0.11% | New | 3,335 | $242K |
| Archer Investment Management, LLC | 0.18% | No change | 3,328 | $242K |
| Frazier Financial Advisors, LLC | 0.17% | Add +0.9% | 3,316 | $241K |
| Ocean Park Asset Management, LLC | 0.01% | No change | 3,770 | $240K |
| Sovran Advisors, LLC | 0.03% | New | 3,290 | $239K |
| Commerce Bank | 0.00% | New | 3,279 | $238K |
| Granite Harbor Advisors, Inc. | 0.11% | No change | 3,270 | $238K |
| Wrapmanager Inc. | 0.06% | Reduce -8.0% | 3,256 | $237K |
| Note Advisors, LLC | 0.16% | Reduce -34.3% | 3,236 | $235K |
| Essex Financial Services, Inc. | 0.02% | New | 3,202 | $233K |
| Upper Left Wealth Management, LLC | 0.15% | New | 3,174 | $231K |
| Willow Creek Wealth Management Inc. | 0.02% | Reduce -3.4% | 3,173 | $231K |
| Ceera Investments, LLC | 0.07% | No change | 3,150 | $229K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -7.3% | 3,039 | $228K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 3,102 | $225K |
| MAS Advisors LLC | 0.37% | New | 3,082 | $224K |
| Mosaic Financial Group, LLC | 0.17% | New | 3,077 | $224K |
| Berger Financial Group, Inc | 0.01% | New | 3,031 | $220K |
| Ellis Investment Partners, LLC | 0.04% | New | 3,028 | $220K |
| Michels Family Financial, LLC | 0.19% | New | 3,026 | $220K |
| Colorado Capital Management, Inc. | 0.09% | New | 3,017 | $219K |
| Signaturefd, LLC | 0.00% | Add +0.8% | 3,008 | $219K |
| Greenleaf Trust | 0.00% | New | 2,982 | $217K |
| Red Tortoise LLC | 0.11% | Add +0.7% | 2,974 | $216K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,932 | $213K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,919 | $212K |
| Claris Advisors, LLC / Mo / | 0.07% | New | 2,889 | $210K |
| Wick Capital Partners, LLC | 0.05% | New | 5,248 | $208K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,850 | $207K |
| New Covenant Trust Company, N.A. | 0.18% | New | 2,853 | $207K |
| Modern Wealth Management, LLC | 0.01% | Reduce -21.0% | 2,836 | $206K |
| Signet Financial Management, LLC | 0.03% | New | 2,833 | $206K |
| First National Advisers, LLC | 0.03% | New | 2,800 | $204K |
| Corepath Wealth Partners LLC | 0.17% | New | 2,749 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Add +22.7% | 2,723 | $198K |
| TFC Financial Management, Inc. | 0.03% | Add +0.5% | 2,546 | $185K |
| Curio Wealth, LLC | 0.08% | Add +126000.0% | 2,522 | $183K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,334 | $170K |
| SJS Investment Consulting Inc. | 0.03% | No change | 2,280 | $166K |
| Clear Investment Research, LLC | 0.20% | Reduce -1.3% | 2,161 | $157K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | Reduce -18.2% | 2,111 | $153K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +60.6% | 2,080 | $151K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,077 | $151K |
| Longview Financial Advisors LLC | 0.09% | No change | 2,036 | $148K |
| Highline Wealth Partners LLC | 0.04% | Add +1.3% | 2,000 | $145K |
| Arax Advisory Partners | 0.01% | Add +1.5% | 1,902 | $138K |
| Spire Wealth Management | 0.00% | Reduce -3.2% | 1,889 | $137K |
| Golden State Wealth Management, LLC | 0.02% | Add +0.1% | 1,863 | $135K |
| Park Place Capital Corp | 0.03% | Reduce -1.0% | 1,858 | $135K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -51.8% | 1,819 | $132K |
| Glassman Wealth Services | 0.02% | Reduce -2.4% | 1,786 | $130K |
| Dogwood Wealth Management LLC | 0.06% | Reduce -8.2% | 1,771 | $129K |
| Trust Co | 0.01% | No change | 1,660 | $121K |
| Kathleen S. Wright Associates Inc. | 0.05% | No change | 1,653 | $120K |
| Lanark Financial, Inc. | 0.01% | No change | 1,614 | $117K |
| Bristlecone Advisors, LLC | 0.01% | Reduce -1.2% | 1,593 | $116K |
| Wolff Wiese Magana LLC | 0.07% | No change | 1,565 | $114K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,559 | $113K |
| Horizon Bancorp Inc. | 0.05% | Reduce -8.5% | 1,476 | $107K |
| WealthCollab, LLC | 0.05% | No change | 1,332 | $97K |
| GAMMA Investing LLC | 0.01% | No change | 1,313 | $95K |
| Trust Co. of Vermont | 0.00% | No change | 1,274 | $93K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +42.0% | 1,255 | $91K |
| Copia Wealth Management | 0.07% | Add +2.6% | 1,210 | $88K |
| Rothschild Investment LLC | 0.01% | No change | 1,177 | $86K |
| Private Trust Co. NA | 0.01% | No change | 1,150 | $84K |
| Indiana Trust & Investment Management Co | 0.03% | Reduce -19.3% | 1,089 | $79K |
| Burkett Financial Services, LLC | 0.03% | Add +1.6% | 1,087 | $79K |
| Creative Financial Designs Inc. | 0.01% | Add +1.3% | 1,070 | $78K |
| Teachers Insurance & Annuity Association of America | 0.09% | No change | 1,036 | $75K |
| Addison Advisors LLC | 0.02% | Add +10.4% | 1,021 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +11.0% | 1,009 | $73K |
| Grove Bank & Trust | 0.01% | No change | 1,005 | $73K |
| CENTRAL TRUST Co | 0.00% | Add +15.9% | 985 | $72K |
| Elevate Wealth Advisory, Inc. | 0.05% | Add +1782.3% | 960 | $70K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -5.1% | 950 | $69K |
| Elevation Wealth Partners, LLC | 0.03% | Add +1.5% | 945 | $69K |
| JDM Financial Group LLC | 0.03% | Add +0.1% | 930 | $68K |
| Transce3nd, LLC | 0.03% | Reduce -0.7% | 901 | $65K |
| High Note Wealth, LLC | 0.01% | No change | 901 | $65K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 896 | $65K |
| Assetmark, Inc. | 0.00% | Add +73.4% | 846 | $61K |
| Brooklyn Investment Group | 0.01% | Add +510.2% | 836 | $61K |
| Sound Income Strategies, LLC | 0.00% | Add +1.1% | 750 | $55K |
| Harbor Asset Planning, Inc. | 0.05% | — | 738 | $54K |
| JNBA Financial Advisors | 0.00% | Add +1.1% | 708 | $51K |
| Gables Capital Management Inc. | 0.02% | No change | 688 | $50K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 663 | $48K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 624 | $45K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $45K |
| Perkins Coie Trust Co | 0.01% | Reduce -20.4% | 568 | $41K |
| City State Bank | 0.01% | No change | 529 | $38K |
| Hemington Wealth Management | 0.01% | Add +1.5% | 536 | $38K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | Reduce -2.3% | 516 | $38K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 513 | $37K |
| Tradewinds Capital Management, LLC | 0.01% | Reduce -0.4% | 508 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -57.0% | 498 | $36K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 489 | $36K |
| Covenant Partners, LLC | 0.01% | Add +5.8% | 474 | $34K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $33K |
| MCF Advisors LLC | 0.00% | No change | 451 | $33K |
| Choate Investment Advisors | 0.00% | New | 428 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.4% | 422 | $31K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $29K |
| Stephens Consulting, LLC | 0.01% | No change | 403 | $29K |
| Gen-Wealth Partners Inc | 0.01% | New | 395 | $29K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.2% | 375 | $27K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 369 | $27K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -22.3% | 366 | $27K |
| St Germain D J Co. Inc. | 0.00% | No change | 356 | $26K |
| American National Bank & Trust | 0.00% | No change | 352 | $26K |
| NFSG Corp | 0.00% | No change | 334 | $24K |
| Tucker Asset Management LLC | 0.01% | No change | 333 | $24K |
| MRP Capital Investments, LLC | 0.02% | No change | 331 | $24K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 336 | $24K |
| IAG Wealth Partners, LLC | 0.00% | No change | 326 | $24K |
| SouthState Bank Corp | 0.00% | Add +266.7% | 297 | $22K |
| Coston, McIsaac & Partners | 0.01% | No change | 301 | $21K |
| Pacifica Partners Inc. | 0.01% | No change | 278 | $20K |
| Tsfg, LLC | 0.00% | No change | 279 | $20K |
| Bogart Wealth, LLC | 0.00% | No change | 274 | $20K |
| Integrity Financial Corp | 0.01% | No change | 272 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 261 | $19K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 251 | $18K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $18K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -50.5% | 242 | $18K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.6% | 230 | $17K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 222 | $16K |
| Newton One Investments LLC | 0.00% | Add +1.4% | 212 | $15K |
| Covestor Ltd | 0.01% | Add +13.5% | 202 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | Reduce -3.4% | 199 | $14K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -91.1% | 198 | $14K |
| S&T Bank | 0.00% | No change | 191 | $14K |
| Pandora Wealth, Inc. | 0.01% | No change | 180 | $13K |
| Hantz Financial Services, Inc. | 0.00% | New | 172 | $13K |
| Robinswood Financial LLC | 0.00% | Add +1.7% | 177 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 171 | $12K |
| Harbour Investments, Inc. | 0.00% | Reduce -88.6% | 168 | $12K |
| CNB Bank | 0.01% | No change | 165 | $12K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | New | 162 | $12K |
| Eastern Bank | 0.00% | New | 160 | $12K |
| Capital A Wealth Management, LLC | 0.13% | Reduce -99.4% | 186 | $12K |
| Financial Perspectives, Inc | 0.00% | Add +1.3% | 156 | $11K |
| MorganRosel Wealth Management, LLC | 0.00% | Reduce -9.4% | 154 | $11K |
| Clearstead Trust, LLC | 0.00% | Add +9.7% | 147 | $11K |
| Avion Wealth | 0.00% | Add +2.2% | 139 | $10K |
| Howe & Rusling Inc. | 0.00% | Add +6.2% | 137 | $10K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 134 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 124 | $9K |
| Briaud Financial Planning Inc | 0.00% | No change | 124 | $9K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $9K |
| New Millennium Group LLC | 0.00% | No change | 111 | $8K |
| Evelyn Partners Asset Management Ltd | 0.00% | Reduce -51.6% | 104 | $8K |
| First Pacific Financial | 0.00% | Reduce -6.4% | 102 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 96 | $7K |
| Main Street Group, LTD | 0.00% | No change | 90 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $6K |
| McIlrath & Eck, LLC | 0.00% | Add +1.2% | 84 | $6K |
| Winch Advisory Services, LLC | 0.00% | No change | 84 | $6K |
| Webster Bank, N. A. | 0.00% | No change | 83 | $6K |
| Beacon Capital Management, LLC | 0.00% | New | 76 | $5K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $5K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -73.5% | 74 | $5K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 72 | $5K |
| First Community Trust NA | 0.00% | New | 62 | $5K |
| Versant Capital Management, Inc | 0.00% | No change | 62 | $5K |
| TCTC Holdings, LLC | 0.00% | Add +1.6% | 62 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 58 | $4K |
| Oakworth Capital, Inc. | 0.00% | Reduce -81.4% | 54 | $4K |
| Eq Wealth Advisors, LLC | 0.00% | No change | 50 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.0% | 50 | $4K |
| Rosenberg Matthew Hamilton | 0.00% | New | 49 | $4K |
| EPG Wealth Management LLC | 0.00% | Add +2.3% | 45 | $3K |
| Anchor Investment Management, LLC | 0.00% | No change | 42 | $3K |
| Valley National Advisers Inc. | 0.00% | No change | 54 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 41 | $3K |
| Westside Investment Management, Inc. | 0.00% | No change | 41 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 39 | $3K |
| Essential Partners LLC | 0.00% | — | 37 | $3K |
| Ameriflex Group, Inc. | 0.00% | Reduce -63.5% | 35 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 33 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -30.4% | 32 | $2K |
| Promus Capital, LLC | 0.00% | Reduce -33.3% | 30 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -25.6% | 29 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 28 | $2K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 24 | $2K |
| Trust Co. of Toledo NA | 0.00% | New | 23 | $2K |
| Archer Investment Corp | 0.00% | No change | 22 | $2K |
| Sunbelt Securities, Inc. | 0.00% | New | 25 | $2K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -51.4% | 18 | $1K |
| Toronto Dominion Bank | 0.00% | Reduce -98.3% | 17 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $708 |
| Armstrong Advisory Group, Inc. | 0.00% | New | 9 | $655 |
| Providence Capital Advisors, LLC | 0.00% | New | 8 | $581 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $509 |
| Fairway Wealth LLC | 0.00% | No change | 6 | $436 |
| Alerus Financial NA | 0.00% | New | 6 | $436 |
| Financial Gravity Companies, Inc. | 0.00% | — | 5 | $397 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 1 | $45 |
"% 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.