iShares MSCI Eafe Small-CapSCZETF
13F holders, Q4 2025 (December 31)753holders +48
57new positions
46sold out
3famous investors
$77.56avg. 13F price*
At the end of Q4 2025, 753 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 48 from Q3 2025. 57 opened new positions and 46 sold out. The largest holders were Jones Financial Companies LLLP ($2.7B), Tiaa Trust, National Association ($1.2B) and Natixis Advisors, LLC ($863.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Jeremy Grantham (0.0% of GMO'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $17.6M |
| Exits | 46 | $138.3M |
All 13F filers, Q3 2025 → Q4 2025: 28,361,159 shares bought and 4,676,373 shares sold, net +23,684,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 753 holders
| Jones Financial Companies LLLP | 1.66% | Add +210.8% | 35,085,170 | $2.7B |
| Tiaa Trust, National Association | 2.89% | Add +1.4% | 15,520,503 | $1.2B |
| Natixis Advisors, LLC | 1.22% | Add +15.5% | 11,131,682 | $863.0M |
| Creative Planning | 0.22% | Reduce -3.5% | 4,001,104 | $310.2M |
| State of New Jersey Common Pension Fund D | 1.04% | No change | 3,702,826 | $287.1M |
| BlackRock, Inc. | 0.00% | Reduce -0.5% | 3,405,764 | $264.0M |
| Bank of New York Mellon Corp | 0.04% | Reduce -0.2% | 3,153,629 | $244.5M |
| FMR LLC | 0.01% | Reduce -1.7% | 2,711,858 | $210.3M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -2.3% | 2,691,696 | $208.7M |
| Morgan Stanley | 0.01% | Reduce -15.2% | 2,389,338 | $185.2M |
| Bank of America Corp. | 0.01% | Add +10.5% | 1,812,499 | $140.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -26.2% | 1,321,738 | $102.5M |
| Focus Partners Wealth | 0.11% | Reduce -1.5% | 1,295,833 | $100.2M |
| Cassaday & Co Wealth Management LLC | 2.08% | Add +1.4% | 1,271,310 | $98.6M |
| Northern Trust Corp. | 0.01% | Add +2.8% | 1,265,619 | $98.1M |
| Wellington Management Group LLP | 0.02% | Add +276.1% | 1,192,835 | $92.5M |
| Cetera Investment Advisers | 0.09% | Add +3.6% | 1,076,533 | $83.5M |
| Modera Wealth Management, LLC | 0.82% | Reduce -7.5% | 916,255 | $71.0M |
| Wilmington Savings Fund Society, FSB | 1.60% | Add +12.7% | 876,396 | $67.9M |
| LPL Financial LLC | 0.02% | Add +0.7% | 856,401 | $66.4M |
| UBS Group AG | 0.01% | Reduce -5.9% | 775,701 | $60.1M |
| Bank of Montreal | 0.02% | Add +4.0% | 718,260 | $55.7M |
| HighTower Advisors, LLC | 0.06% | Reduce -2.3% | 691,409 | $53.6M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +5.3% | 663,595 | $51.4M |
| State of Tennessee, Department of Treasury | 0.16% | Add +0.3% | 625,957 | $51.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.87% | Reduce -3.5% | 594,386 | $46.1M |
| Financial Advisory Corp | 6.69% | Reduce -0.8% | 592,938 | $46.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -0.0% | 586,124 | $45.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -4.6% | 512,070 | $39.7M |
| Corient Private Wealth LP | 0.05% | Add +35.6% | 492,206 | $38.2M |
| Moneta Group Investment Advisors LLC | 0.26% | Reduce -4.6% | 446,904 | $34.6M |
| Baker Avenue Asset Management, LP | 0.80% | Reduce -6.0% | 444,946 | $34.5M |
| Plancorp, LLC | 0.97% | Add +0.3% | 414,803 | $32.2M |
| Wealthcare Advisory Partners LLC | 0.62% | Add +2.5% | 403,688 | $31.3M |
| Halbert Hargrove Global Advisors, LLC | 1.42% | Reduce -0.6% | 382,888 | $29.7M |
| MAI Capital Management | 0.16% | Add +5.3% | 366,825 | $28.4M |
| Wells Fargo & Company | 0.01% | Add +1.2% | 362,499 | $28.1M |
| Bear Mountain Capital, Inc. | 8.45% | Add +1.9% | 325,320 | $26.2M |
| Choreo, LLC | 0.32% | Reduce -4.3% | 325,234 | $25.3M |
| Arvest Bank Trust Division | 1.34% | Reduce -1.1% | 318,514 | $24.7M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -20.8% | 302,170 | $23.4M |
| Shakespeare Wealth Management, LLC | 5.05% | Add +1.9% | 294,944 | $22.9M |
| Ballentine Partners, LLC | 0.32% | Reduce -26.6% | 292,689 | $22.7M |
| Pure Financial Advisors, LLC | 0.34% | Add +2.0% | 289,090 | $22.4M |
| Mill Creek Capital Advisors, LLC | 0.42% | Reduce -5.5% | 267,491 | $20.7M |
| Nuveen, LLC | 0.01% | Add +91.7% | 251,504 | $19.5M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 248,964 | $19.3M |
| Mission Wealth Management, LP | 0.35% | Add +5.7% | 223,998 | $17.4M |
| Fifth Third Bancorp | 0.05% | Add +1.2% | 221,491 | $17.2M |
| Truist Financial Corp. | 0.02% | Reduce -0.5% | 220,771 | $17.1M |
| FSM Wealth Advisors, LLC | 2.32% | Add +4.5% | 218,421 | $16.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.2% | 213,922 | $16.6M |
| Raymond James Financial Inc. | 0.00% | Add +6.7% | 203,887 | $15.8M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +1.0% | 203,142 | $15.7M |
| First Citizens Bank & Trust Co. | 0.33% | Add +1.5% | 201,370 | $15.6M |
| Bryn Mawr Trust Advisors, LLC | 0.75% | Add +21.3% | 199,856 | $15.5M |
| Savant Capital, LLC | 0.08% | Reduce -22.0% | 189,191 | $14.7M |
| Sequoia Financial Advisors, LLC | 0.08% | Add +993.8% | 187,107 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Add +4.3% | 185,244 | $14.4M |
| Checchi Capital Advisers, LLC | 0.97% | Reduce -3.5% | 184,372 | $14.3M |
| Exencial Wealth Advisors, LLC | 0.45% | Reduce -0.1% | 182,064 | $14.1M |
| Wealth Architects, LLC | 1.26% | Reduce -0.6% | 179,965 | $14.0M |
| RTD Financial Advisors, Inc. | 1.63% | Reduce -1.9% | 172,300 | $13.4M |
| Mariner, LLC | 0.01% | Add +2.5% | 159,401 | $12.4M |
| Captrust Financial Advisors | 0.02% | Add +5.2% | 157,743 | $12.2M |
| Klingman & Associates, LLC | 0.59% | Reduce -1.2% | 157,675 | $12.2M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.69% | No change | 156,900 | $12.2M |
| Pathstone Holdings, LLC | 0.05% | Add +0.3% | 153,204 | $11.9M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 152,565 | $11.8M |
| Brand Asset Management Group, Inc. | 3.22% | Reduce -3.7% | 148,566 | $11.5M |
| Cullen/Frost Bankers, Inc. | 0.13% | Add +19.2% | 147,822 | $11.5M |
| Alesco Advisors, LLC, An ESL Co | 0.29% | Reduce -1.1% | 146,373 | $11.3M |
| Ameriprise Financial Inc. | 0.00% | Add +18.6% | 146,134 | $11.3M |
| Shoker Investment Counsel, Inc. | 3.21% | Add +3.2% | 141,157 | $10.9M |
| Omega Financial Group, LLC | 3.63% | Add +1.0% | 140,796 | $10.9M |
| DORVAL Corp | 3.35% | Add +1.6% | 135,369 | $10.5M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -15.9% | 134,043 | $10.5M |
| Sound Stewardship, LLC | 4.88% | Add +1.9% | 131,280 | $10.2M |
| WESCAP Management Group, Inc. | 2.02% | Reduce -1.3% | 128,607 | $10.0M |
| M&T Bank Corp | 0.03% | Reduce -0.0% | 128,044 | $9.9M |
| IMA Advisory Services, Inc. | 0.93% | Reduce -5.9% | 124,917 | $9.7M |
| NewEdge Advisors, LLC | 0.03% | Add +19.0% | 122,549 | $9.5M |
| Shore Point Advisors, LLC | 3.99% | Reduce -47.6% | 121,740 | $9.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.6% | 116,487 | $9.2M |
| Charles Schwab Trust Co | 0.60% | Reduce -0.5% | 118,742 | $9.2M |
| Baird Financial Group, Inc. | 0.01% | Add +6.5% | 118,509 | $9.2M |
| Brighton Jones LLC | 0.34% | Add +1.0% | 117,885 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.6% | 117,549 | $9.1M |
| Ifrah Financial Services, Inc. | 2.33% | Reduce -2.0% | 116,948 | $9.1M |
| Curi Capital, LLC | 0.15% | Add +35.8% | 114,946 | $8.9M |
| Sachem Hill LLC | 1.72% | Reduce -3.8% | 114,238 | $8.9M |
| Fonville Wealth Management LLC | 1.80% | Add +6.8% | 113,735 | $8.8M |
| Brooklyn FI, LLC | 1.72% | Reduce -0.0% | 103,856 | $8.1M |
| Equitable Holdings, Inc. | 0.05% | Reduce -0.8% | 102,295 | $7.9M |
| LTG Capital LLC | 6.12% | Add +42.7% | 101,345 | $7.9M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +28.1% | 100,790 | $7.8M |
| IFG Advisors, LLC | 1.30% | Add +6.6% | 100,577 | $7.8M |
| Bessemer Group Inc. | 0.01% | Add +4.1% | 100,489 | $7.8M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -9.0% | 99,129 | $7.7M |
| Bleakley Financial Group, LLC | 0.13% | Add +46.7% | 98,647 | $7.6M |
| Acadian Asset Management LLC | 0.01% | Add +25.0% | 96,739 | $7.5M |
| &partners | 0.04% | Add +20.3% | 96,754 | $7.5M |
| US Bancorp \de | 0.01% | Add +0.8% | 96,156 | $7.5M |
| Arvest Investments, Inc. | 1.04% | Reduce -1.1% | 95,265 | $7.4M |
| Bank of Stockton | 2.09% | Reduce -4.4% | 94,266 | $7.3M |
| Sterling Capital Management LLC | 0.12% | Reduce -22.4% | 92,749 | $7.2M |
| Focus Partners Advisor Solutions, LLC | 0.09% | Reduce -25.0% | 92,206 | $7.1M |
| Wealthspire Retirement, LLC | 0.41% | Add +3.8% | 87,483 | $6.8M |
| Encompass Wealth Advisors, LLC | 2.31% | Add +5.8% | 87,446 | $6.8M |
| Cwm, LLC | 0.02% | Add +1061.6% | 81,418 | $6.3M |
| Waverly Advisors, LLC | 0.05% | Reduce -25.3% | 81,340 | $6.3M |
| Franklin Resources Inc. | 0.00% | Reduce -60.9% | 80,019 | $6.2M |
| Rwa Wealth Partners, LLC | 0.07% | Reduce -8.1% | 78,110 | $6.1M |
| MML Investors Services, LLC | 0.01% | Add +21.1% | 77,979 | $6.0M |
| Range Advisory, LLC | 1.54% | — | 77,056 | $6.0M |
| Ritholtz Wealth Management | 0.11% | Reduce -4.6% | 75,543 | $5.9M |
| Sei Investments Co. | 0.01% | Add +62.7% | 73,065 | $5.7M |
| Blueline Advisors LLC | 4.62% | — | 72,967 | $5.7M |
| NorthStar Asset Management LLC | 2.54% | Add +6.8% | 72,720 | $5.6M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -8.0% | 72,218 | $5.6M |
| Bank of Hawaii | 0.27% | Reduce -1.1% | 71,135 | $5.5M |
| Parkside Financial Bank & Trust | 0.41% | Add +5.8% | 70,361 | $5.5M |
| Cornerstone Management, Inc. | 0.89% | Add +2.5% | 70,129 | $5.4M |
| My Personal CFO, LLC | 2.26% | Add +76.0% | 69,864 | $5.4M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +7.6% | 68,725 | $5.3M |
| SB Capital Management Inc | 1.90% | — | 66,885 | $5.2M |
| Allworth Financial LP | 0.02% | Reduce -1.9% | 66,594 | $5.2M |
| Investors Research Corp | 0.93% | Reduce -10.0% | 65,597 | $5.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.4% | 64,282 | $5.0M |
| Fca Corp. | 1.40% | Reduce -7.8% | 63,787 | $4.9M |
| MSH Capital Advisors LLC | 1.06% | Add +0.4% | 63,735 | $4.9M |
| Harbor Advisory Corp. | 1.49% | Reduce -11.1% | 63,495 | $4.9M |
| Cascade Financial Partners, LLC | 0.49% | Reduce -1.7% | 62,600 | $4.9M |
| One Capital Management, LLC | 0.15% | Reduce -33.3% | 62,207 | $4.8M |
| Clearwater Capital Advisors, LLC | 0.40% | Reduce -1.5% | 62,109 | $4.8M |
| Composition Wealth, LLC | 0.07% | Reduce -2.0% | 62,058 | $4.8M |
| Quent Capital, LLC | 0.35% | Reduce -1.4% | 61,768 | $4.8M |
| Heritage Trust Co | 0.49% | Reduce -2.4% | 61,556 | $4.8M |
| Larson Financial Group LLC | 0.16% | Reduce -0.9% | 61,488 | $4.8M |
| Comerica Bank | 0.02% | Reduce -0.5% | 61,043 | $4.7M |
| SVB Wealth LLC | 0.28% | Reduce -4.7% | 60,521 | $4.7M |
| Goldstein Advisors, LLC | 0.51% | Reduce -4.8% | 57,807 | $4.5M |
| Cooke Wealth Management, LLC | 3.87% | — | 55,203 | $4.4M |
| World Investment Advisors | 0.07% | Add +4.2% | 55,162 | $4.3M |
| Advisory Services Network, LLC | 0.06% | Add +72.7% | 52,970 | $4.1M |
| Aspiriant, LLC | 0.12% | Reduce -7.9% | 52,883 | $4.1M |
| Austin Private Wealth, LLC | 0.31% | Reduce -9.7% | 52,598 | $4.1M |
| Auto-Owners Insurance Co | 0.09% | No change | 52,300 | $4.1M |
| Hancock Whitney Corp. | 0.07% | Add +2.8% | 52,304 | $4.1M |
| Renaissance Technologies | 0.01% | New | 51,600 | $4.0M |
| Partners in Financial Planning | 0.66% | Reduce -1.1% | 50,388 | $3.9M |
| NBT Bank, N.A. | 0.25% | Reduce -2.9% | 50,241 | $3.9M |
| Aptus Capital Advisors, LLC | 0.03% | Add +41.9% | 49,582 | $3.8M |
| Washington Trust Bank | 0.27% | Add +2.0% | 48,789 | $3.8M |
| Glenmede Trust Co. NA | 0.02% | — | 48,069 | $3.7M |
| Martin & Co. Inc. | 0.63% | Add +3.5% | 47,438 | $3.7M |
| Waldron Private Wealth LLC | 0.15% | Add +8.6% | 47,338 | $3.7M |
| rebel Financial LLC | 1.56% | Add +0.0% | 47,084 | $3.7M |
| Richard W. Paul & Associates, LLC | 1.21% | Add +5.7% | 46,973 | $3.6M |
| Pinnacle Associates Ltd. | 0.05% | Reduce -2.2% | 46,888 | $3.6M |
| IFP Advisors, Inc | 0.08% | Reduce -0.0% | 45,706 | $3.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Reduce -1.8% | 45,420 | $3.5M |
| Endowment Wealth Management, Inc. | 1.61% | Add +60.3% | 45,107 | $3.5M |
| Park Avenue Securities LLC | 0.03% | Add +6.4% | 43,557 | $3.4M |
| Creekside Partners | 1.43% | Add +1.3% | 43,544 | $3.4M |
| Summit Trail Advisors, LLC | 0.06% | No change | 43,500 | $3.4M |
| Narus Financial Partners, LLC | 0.91% | Add +0.4% | 42,702 | $3.3M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.23% | Reduce -2.5% | 42,336 | $3.3M |
| Strategic Wealth Advisors LLC | 2.69% | — | 40,598 | $3.1M |
| Global Retirement Partners, LLC | 0.06% | Add +21.5% | 39,978 | $3.1M |
| Vise Technologies, Inc. | 0.06% | Add +14.9% | 39,779 | $3.1M |
| Disciplined Investments, LLC | 1.16% | Reduce -5.5% | 38,936 | $3.0M |
| James J. Burns & Company, LLC | 0.41% | Add +6.9% | 38,703 | $3.0M |
| Partnership Wealth Management, LLC | 2.16% | Add +3.3% | 38,667 | $3.0M |
| Beam Wealth Advisors, Inc. | 0.82% | Add +6.1% | 38,312 | $3.0M |
| Beacon Harbor Wealth Advisors, Inc. | 0.65% | Add +4.1% | 38,088 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -7.6% | 37,856 | $2.9M |
| Abacus Planning Group, Inc. | 0.39% | Add +0.5% | 37,685 | $2.9M |
| Crewe Advisors LLC | 0.25% | Add +11.4% | 37,072 | $2.9M |
| Avior Wealth Management, LLC | 0.09% | Add +1.0% | 37,082 | $2.9M |
| Acropolis Investment Management, LLC | 0.13% | Reduce -9.8% | 36,223 | $2.8M |
| Eagle Strategies LLC | 0.36% | Reduce -0.6% | 35,993 | $2.8M |
| Pointe Capital Management LLC | 1.36% | Add +6.8% | 35,285 | $2.7M |
| D.A. Davidson & Co. | 0.02% | Add +0.6% | 34,476 | $2.7M |
| Droms Strauss Advisors Inc. /Mo/ | 0.70% | Add +0.7% | 34,469 | $2.7M |
| Noble Family Wealth, LLC | 0.56% | Reduce -1.3% | 34,375 | $2.7M |
| BIP Wealth, LLC | 0.09% | Add +5.2% | 34,226 | $2.7M |
| IHT Wealth Management, LLC | 0.06% | Add +1.0% | 32,946 | $2.6M |
| American Financial Advisors, LLC | 0.34% | Reduce -19.2% | 33,985 | $2.6M |
| Reston Wealth Management LLC | 0.81% | Add +1.1% | 33,976 | $2.6M |
| Probity Advisors, Inc. | 0.42% | Reduce -1.4% | 33,886 | $2.6M |
| Principal Securities, Inc. | 0.04% | Reduce -2.2% | 33,542 | $2.6M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -5.0% | 33,461 | $2.6M |
| Foundation Wealth Management, LLC\PA | 0.94% | Reduce -16.2% | 33,246 | $2.6M |
| Rialto Wealth Management, LLC | 0.61% | Reduce -0.6% | 32,698 | $2.5M |
| Lido Advisors, LLC | 0.01% | Reduce -79.1% | 32,520 | $2.5M |
| Sowell Financial Services LLC | 0.09% | Add +4.9% | 32,276 | $2.5M |
| NTV Asset Management LLC | 0.26% | New | 31,900 | $2.5M |
| Prosperity Planning, Inc. | 0.90% | Reduce -2.5% | 31,408 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Add +7.1% | 31,235 | $2.4M |
| Elmwood Wealth Management, Inc. | 0.76% | Reduce -0.1% | 31,037 | $2.4M |
| Canopy Partners, LLC | 0.78% | No change | 30,908 | $2.4M |
| Breakwater Capital Group | 0.33% | Reduce -23.6% | 30,650 | $2.4M |
| Vance Wealth, LLC | 0.70% | Reduce -1.1% | 30,558 | $2.4M |
| First Citizens Asset Management, Inc. | 0.83% | Add +0.0% | 30,463 | $2.4M |
| Coyle Financial Counsel LLC | 0.50% | Reduce -2.0% | 30,159 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +948.8% | 29,942 | $2.3M |
| Sincerus Advisory, LLC | 1.85% | Add +6.9% | 29,614 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.2% | 29,456 | $2.3M |
| Peloton Wealth Strategists | 0.90% | Add +7.5% | 29,133 | $2.3M |
| Citizens Financial Group Inc. | 0.03% | Reduce -4.0% | 28,567 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +0.3% | 28,388 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.8% | 27,772 | $2.2M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -11.3% | 27,677 | $2.1M |
| Benjamin Edwards Inc. | 0.02% | Reduce -2.5% | 27,647 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Add +664.4% | 27,649 | $2.1M |
| Wescott Financial Advisory Group, LLC | 0.18% | Add +7.8% | 27,228 | $2.1M |
| American Financial & Tax Strategies Inc. | 1.05% | Reduce -12.8% | 27,216 | $2.1M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +5.2% | 27,082 | $2.1M |
| Aire Advisors, LLC | 0.38% | Add +0.5% | 26,734 | $2.1M |
| First American Trust, FSB | 0.14% | Add +6.8% | 26,517 | $2.1M |
| Nicolet Advisory Services, LLC | 0.14% | Add +11.3% | 25,347 | $2.0M |
| Atlas Capital Advisors Inc. | 0.23% | — | 26,052 | $2.0M |
| Foundation Wealth Management, LLC | 1.36% | Add +24.4% | 25,396 | $2.0M |
| Regal Investment Advisors LLC | 0.12% | Reduce -2.3% | 25,083 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +0.9% | 24,915 | $1.9M |
| Blair William & Co. | 0.01% | Reduce -1.3% | 24,913 | $1.9M |
| Farther Finance Advisors, LLC | 0.02% | Add +22.3% | 24,840 | $1.9M |
| Capital Analysts, LLC | 0.05% | Reduce -4.1% | 24,765 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.43% | Reduce -0.3% | 23,872 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -74.1% | 24,592 | $1.9M |
| Quadrant Capital Group LLC | 0.06% | Reduce -9.6% | 24,517 | $1.9M |
| National Bank of Canada | 0.00% | Add +17.6% | 23,736 | $1.8M |
| CI Investments Inc. | 0.01% | Reduce -15.8% | 23,521 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.2% | 22,952 | $1.8M |
| Morris Financial Concepts, Inc. | 0.60% | Reduce -6.1% | 21,964 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.06% | Reduce -1.8% | 21,852 | $1.7M |
| Risk Paradigm Group, LLC | 1.62% | — | 21,723 | $1.7M |
| Summit Financial, LLC | 0.02% | Reduce -2.8% | 21,540 | $1.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | New | 21,279 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.8% | 21,268 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -3.2% | 21,079 | $1.6M |
| Midwest Trust Co | 0.02% | Add +10.5% | 21,071 | $1.6M |
| Trust Co of the South | 0.26% | No change | 21,035 | $1.6M |
| Evanson Asset Management, LLC | 0.09% | No change | 20,964 | $1.6M |
| Frontier Asset Management, LLC | 0.37% | Add +2.1% | 20,806 | $1.6M |
| RPg Family Wealth Advisory, LLC | 0.35% | Reduce -2.0% | 20,657 | $1.6M |
| AQR Capital Management | 0.00% | Add +11.3% | 20,380 | $1.6M |
| Efficient Advisors, LLC | 0.09% | Reduce -3.3% | 20,356 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -5.7% | 20,229 | $1.6M |
| UMB Bank, n.a. | 0.02% | Reduce -14.6% | 20,109 | $1.6M |
| Great Point Wealth Advisors, LLC | 0.28% | No change | 19,998 | $1.6M |
| Argent Trust Co | 0.05% | Add +19.0% | 19,702 | $1.5M |
| Intergy Private Wealth, LLC | 0.46% | Reduce -0.3% | 19,656 | $1.5M |
| Lee Financial Co | 0.21% | Reduce -4.4% | 19,610 | $1.5M |
| Cardiff Park Advisors, LLC | 0.13% | Add +0.3% | 19,572 | $1.5M |
| FDx Advisors, Inc. | 0.77% | Reduce -0.2% | 19,556 | $1.5M |
| SCS Capital Management LLC | 0.02% | Reduce -2.3% | 19,486 | $1.5M |
| Falcon Wealth Planning | 0.13% | Reduce -2.3% | 19,431 | $1.5M |
| Hudson Portfolio Management LLC | 1.27% | No change | 19,065 | $1.5M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -13.2% | 18,846 | $1.5M |
| Aznar Financial Advisors, LLC | 1.39% | — | 18,637 | $1.4M |
| Allegheny Financial Group | 0.21% | Add +13.5% | 18,404 | $1.4M |
| GEM Asset Management, LLC | 0.63% | No change | 17,671 | $1.4M |
| Meramec Financial Planners, LLC | 0.54% | — | 16,798 | $1.4M |
| Keel Point, LLC | 0.08% | Reduce -0.8% | 17,951 | $1.4M |
| Fi3 FINANCIAL ADVISORS, LLC | 0.42% | Add +544.9% | 17,876 | $1.4M |
| Continuum Advisory, LLC | 0.14% | Reduce -9.6% | 17,855 | $1.4M |
| Sterling Financial Planning, Inc. | 0.41% | Reduce -2.6% | 17,663 | $1.4M |
| Merit Financial Group, LLC | 0.01% | Add +2.6% | 17,430 | $1.4M |
| Guidance Point Advisors, LLC | 0.32% | Add +0.9% | 17,278 | $1.3M |
| Monument Group Wealth Advisors, LLC | 0.73% | Reduce -11.5% | 17,246 | $1.3M |
| Berkeley, Inc | 0.42% | Reduce -3.2% | 17,054 | $1.3M |
| SteelPeak Wealth, LLC | 0.04% | Add +3.6% | 16,958 | $1.3M |
| Harbor Investment Advisory, LLC | 0.10% | Add +23.8% | 16,686 | $1.3M |
| MB Generational Wealth, LLC | 0.68% | No change | 16,533 | $1.3M |
| Geneos Wealth Management Inc. | 0.03% | Add +3.5% | 16,526 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | — | 16,492 | $1.3M |
| Wealthcare Capital Management LLC | 0.13% | Add +5.4% | 16,291 | $1.3M |
| TAGStone Capital, Inc. | 0.47% | Add +2.5% | 16,232 | $1.3M |
| Tortoise Investment Management, LLC | 0.11% | Reduce -3.0% | 16,102 | $1.2M |
| Sax Wealth Advisors, LLC | 0.06% | Add +1.4% | 16,004 | $1.2M |
| Quantinno Capital Management LP | 0.00% | Add +39.2% | 15,991 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +0.2% | 15,902 | $1.2M |
| Squire Investment Management Company, LLC | 0.37% | No change | 15,896 | $1.2M |
| GenTrust, LLC | 0.05% | No change | 15,849 | $1.2M |
| Walkner Condon Financial Advisors LLC | 0.17% | Add +1.2% | 15,786 | $1.2M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +0.5% | 15,618 | $1.2M |
| DRW Securities, LLC | 0.09% | New | 15,330 | $1.2M |
| Aspect Partners, LLC | 0.52% | Reduce -93.5% | 15,204 | $1.2M |
| RBF Capital, LLC | 0.05% | No change | 15,000 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +43.7% | 14,650 | $1.1M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 14,528 | $1.1M |
| Magnus Financial Group LLC | 0.09% | Add +3.8% | 14,500 | $1.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.11% | — | 14,347 | $1.1M |
| Kelly Financial Group LLC | 0.28% | Reduce -4.5% | 14,342 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.0% | 14,336 | $1.1M |
| Busey Bank | 0.03% | Add +7.1% | 14,184 | $1.1M |
| Flputnam Investment Management Co. | 0.02% | No change | 13,949 | $1.1M |
| Interchange Capital Partners, LLC | 0.20% | Reduce -2.3% | 13,910 | $1.1M |
| American Century Companies Inc. | 0.00% | Reduce -34.0% | 13,734 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.14% | Reduce -3.5% | 13,412 | $1.0M |
| McLean Asset Management Corp | 0.18% | Reduce -16.8% | 12,840 | $1.0M |
| Glenview Trust Co | 0.02% | No change | 13,272 | $1.0M |
| Wedmont Private Capital | 0.04% | Add +4.3% | 12,819 | $1.0M |
| GFS Advisors, LLC | 0.12% | No change | 13,143 | $1.0M |
| BayBridge Capital Group, LLC | 0.63% | Reduce -3.1% | 13,119 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.9% | 13,307 | $1.0M |
| Tilson Financial Group, Inc. | 0.31% | Reduce -3.6% | 13,014 | $1.0M |
| Tobias Financial Advisors, Inc. | 0.14% | Reduce -0.6% | 12,931 | $1.0M |
| Bokf, NA | 0.02% | Reduce -2.4% | 12,831 | $995K |
| Deutsche Bank AG | 0.00% | Add +4.4% | 12,826 | $994K |
| Birch Financial Group, LLC | 0.56% | Add +7.9% | 12,584 | $976K |
| Truepoint, Inc. | 0.02% | No change | 12,359 | $958K |
| Victory Financial Group, LLC | 0.12% | New | 12,303 | $954K |
| Compound Planning, Inc. | 0.03% | Add +2.0% | 12,243 | $949K |
| Sanctuary Advisors, LLC | 0.01% | Add +130.2% | 12,079 | $936K |
| Westmount Partners, LLC | 0.23% | Reduce -7.0% | 12,074 | $936K |
| Mason Investment Advisory Services, Inc. | 0.04% | Reduce -10.6% | 11,818 | $916K |
| Savvy Advisors, Inc. | 0.03% | Add +71.9% | 11,757 | $912K |
| Whittier Trust Co. | 0.01% | No change | 11,213 | $889K |
| Wealthcare Capital Partners, LLC | 0.41% | Reduce -1.2% | 11,222 | $870K |
| Quadrature Capital Ltd | 0.01% | New | 10,902 | $845K |
| Keybank National Association | 0.00% | Add +13.2% | 10,888 | $844K |
| McAdam, LLC | 0.04% | Add +2.2% | 10,865 | $842K |
| Independence Bank of Kentucky | 0.10% | Add +6.0% | 10,807 | $838K |
| Family Wealth Partners, LLC | 0.30% | Add +0.1% | 10,803 | $838K |
| Smartleaf Asset Management LLC | 0.03% | Add +102.6% | 10,664 | $831K |
| Bedel Financial Consulting, Inc. | 0.09% | New | 10,695 | $829K |
| REDW Wealth LLC | 0.32% | Reduce -3.0% | 10,687 | $829K |
| Betterment LLC | 0.00% | Add +1.4% | 10,580 | $820K |
| Parallel Advisors, LLC | 0.01% | Add +1.4% | 10,550 | $818K |
| 21 West Wealth Management LLC | 0.73% | Add +4.9% | 10,302 | $799K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +1.9% | 10,269 | $796K |
| Accretive Wealth Partners, LLC | 0.23% | Reduce -2.4% | 10,175 | $789K |
| Smith Partners Wealth Management, LLC | 0.72% | — | 10,125 | $785K |
| Forum Financial Management, LP | 0.01% | No change | 10,003 | $776K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -2.6% | 9,893 | $767K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -0.6% | 9,765 | $757K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -15.6% | 9,760 | $757K |
| HB Wealth Management, LLC | 0.00% | Reduce -4.6% | 9,726 | $754K |
| St. Louis Trust Co | 0.09% | No change | 9,680 | $750K |
| Johnson Investment Counsel Inc. | 0.01% | Add +0.1% | 9,652 | $748K |
| Independent Advisor Alliance | 0.02% | Add +2.3% | 9,624 | $746K |
| Elyxium Wealth, LLC | 0.21% | Reduce -16.9% | 9,606 | $745K |
| Mather Group, Llc. | 0.01% | Add +0.1% | 9,595 | $744K |
| Harbor Group, Inc. | 0.11% | Reduce -14.8% | 9,531 | $739K |
| Procyon Advisors, LLC | 0.04% | Reduce -0.9% | 9,465 | $734K |
| Windward Private Wealth Management Inc. | 0.25% | Reduce -13.3% | 9,427 | $731K |
| Financial Synergies Wealth Advisors, Inc. | 0.07% | Add +1.9% | 9,335 | $724K |
| Invesco Ltd. | 0.00% | Reduce -9.3% | 9,314 | $722K |
| Asset Dedication, LLC | 0.05% | Reduce -10.9% | 9,252 | $717K |
| Rf&l Wealth Management, LLC | 0.40% | Add +0.0% | 9,248 | $717K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -33.8% | 9,172 | $711K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 9,171 | $711K |
| Lam Group, Inc. | 0.41% | No change | 9,155 | $710K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -19.1% | 7,772 | $705K |
| Williams & Novak, LLC | 0.53% | Reduce -1.3% | 9,060 | $702K |
| First Horizon Corp. | 0.03% | Add +0.6% | 9,012 | $699K |
| Dala Group, LLC | 0.60% | — | 9,003 | $698K |
| Retirement Planning Group, LLC | 0.02% | Reduce -8.1% | 8,944 | $693K |
| William Howard & Co Financial Advisors Inc | 0.57% | Add +3.8% | 8,799 | $682K |
| Empower Advisory Group, LLC | 0.00% | Add +15.1% | 8,617 | $668K |
| Fiduciary Advisors, Inc. | 0.50% | Add +0.5% | 8,543 | $662K |
| Cibc World Market Inc. | 0.00% | Reduce -12.0% | 8,470 | $657K |
| Cutler Investment Counsel LLC | 0.07% | Reduce -3.3% | 8,407 | $652K |
| Fidelis Capital Partners, LLC | 0.05% | No change | 8,354 | $648K |
| Strategic Blueprint, LLC | 0.04% | Reduce -20.9% | 8,327 | $646K |
| DMC Group, LLC | 0.42% | Add +34.9% | 8,207 | $636K |
| First Western Trust Bank | 0.03% | Reduce -8.5% | 8,137 | $631K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 8,131 | $630K |
| Ascent Group, LLC | 0.02% | Reduce -2.5% | 8,098 | $628K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -3.8% | 8,030 | $623K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +1.5% | 8,023 | $622K |
| Johnson Financial Group, LLC | 0.04% | No change | 8,014 | $621K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -0.6% | 7,825 | $607K |
| Financial Harvest, LLC | 0.37% | Reduce -1.1% | 7,758 | $601K |
| Mutual Advisors, LLC | 0.01% | Add +0.0% | 7,698 | $597K |
| Ancora Advisors LLC | 0.01% | Add +38.5% | 7,677 | $595K |
| Morton Capital Management LLC | 0.09% | Add +2.0% | 7,666 | $594K |
| Athena Investment Management | 0.30% | No change | 7,640 | $592K |
| Gladwyn Financial Advisors, Inc. | 0.41% | No change | 7,579 | $588K |
| Integrity Wealth Solutions LLC | 0.23% | Reduce -4.5% | 7,566 | $587K |
| Brucke Financial, Inc. | 0.32% | Add +0.2% | 7,559 | $586K |
| Pitcairn Wealth Advisors LLC | 0.05% | — | 7,558 | $586K |
| May Hill Capital, LLC | 0.16% | Reduce -34.2% | 7,544 | $585K |
| JMG Financial Group, Ltd. | 0.02% | No change | 7,541 | $585K |
| Matters Capital LLC | 0.47% | — | 7,377 | $572K |
| Twin Focus Capital Partners, LLC | 0.07% | No change | 7,320 | $568K |
| Factor Wealth Management LTD | 0.12% | Add +3.1% | 7,205 | $559K |
| Rebalance, LLC | 0.03% | Reduce -58.8% | 7,106 | $551K |
| Capital Group Private Client Services, Inc. | 0.01% | Add +0.5% | 7,023 | $545K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Reduce -0.1% | 6,972 | $541K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -3.1% | 22,880 | $534K |
| Tranquility Partners, LLC | 0.19% | No change | 6,837 | $530K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -1.6% | 6,723 | $521K |
| Whalerock Point Partners, LLC | 0.10% | No change | 6,700 | $519K |
| Prospera Financial Services Inc | 0.01% | Add +9.6% | 6,664 | $517K |
| Nwam LLC | 0.03% | Reduce -1.4% | 6,390 | $515K |
| Becker Capital Management Inc. | 0.01% | No change | 6,584 | $510K |
| AE Wealth Management LLC | 0.00% | Add +25.4% | 6,581 | $510K |
| Courage Miller Partners, LLC | 0.15% | Add +0.0% | 6,540 | $507K |
| Headinvest, LLC | 0.10% | Add +1.7% | 6,480 | $502K |
| Sentinel Wealth Management, Inc. | 0.41% | No change | 6,426 | $498K |
| NewEdge Wealth, LLC | 0.01% | Add +1.0% | 6,397 | $496K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -2.7% | 6,317 | $490K |
| Lake Street Private Wealth, LLC | 0.06% | Add +3.2% | 6,312 | $489K |
| Brickley Wealth Management | 0.08% | Reduce -0.3% | 6,274 | $486K |
| Forefront Wealth Partners, LLC | 0.23% | Add +64.6% | 6,265 | $486K |
| Bridge Generations Wealth Management LLC | 0.30% | No change | 6,262 | $485K |
| CM Wealth Advisors LLC | 0.11% | No change | 6,141 | $476K |
| Simplicity Wealth,LLC | 0.03% | Reduce -14.4% | 6,125 | $475K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -2.3% | 6,108 | $474K |
| Braun-Bostich & Associates Inc. | 0.29% | Reduce -0.8% | 5,983 | $464K |
| Raffa Wealth Management, LLC | 0.07% | Add +1.9% | 5,961 | $462K |
| Montecito Bank & Trust | 0.07% | No change | 5,897 | $457K |
| Citigroup Inc. | 0.00% | Reduce -68.1% | 5,894 | $457K |
| J. R. Prunier Capital Management LLC | 0.19% | — | 5,768 | $447K |
| Sierra Capital LLC | 0.05% | No change | 5,723 | $444K |
| Samalin Investment Counsel, LLC | 0.16% | Add +7.9% | 5,637 | $437K |
| Sand Hill Global Advisors, LLC | 0.02% | No change | 5,623 | $436K |
| Compass Ion Advisors, LLC | 0.04% | Add +1.4% | 5,567 | $432K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 5,546 | $430K |
| Cornerstone Wealth Advisors, Inc. | 0.10% | Reduce -4.4% | 5,545 | $430K |
| Integrated Advisors Network LLC | 0.02% | Reduce -5.4% | 5,508 | $427K |
| Uptick Partners, LLC | 0.09% | New | 5,507 | $427K |
| Michael Brady & Co., LLC | 0.42% | — | 5,471 | $424K |
| GW&K Investment Management, LLC | 0.00% | No change | 5,402 | $419K |
| Discipline Wealth Solutions, LLC | 0.08% | Reduce -23.5% | 5,355 | $415K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -30.1% | 5,318 | $412K |
| Fort Vancouver Investment Management, LLC | 0.22% | No change | 5,281 | $409K |
| Vista Investment Management | 0.13% | Add +1.8% | 5,147 | $399K |
| Wedbush Securities Inc. | 0.01% | Add +6.5% | 5,115 | $397K |
| ARK & TLK Investments, LLC | 0.11% | No change | 5,069 | $393K |
| Janney Montgomery Scott LLC | 0.00% | Add +0.3% | 4,999 | $388K |
| Rathbones Group PLC | 0.00% | Add +33.6% | 4,990 | $387K |
| Legacy Edge Advisors, LLC | 0.04% | Add +3.2% | 4,966 | $385K |
| Segment Wealth Management, LLC | 0.02% | New | 4,930 | $382K |
| First Interstate Bank | 0.02% | No change | 4,907 | $380K |
| Bestgate Wealth Advisors, LLC | 0.67% | Add +8.9% | 4,892 | $379K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.35% | — | 4,820 | $374K |
| GMO | 0.00% | New | 4,810 | $373K |
| Collective Family Office LLC | 0.09% | Reduce -0.3% | 4,808 | $373K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -10.5% | 4,780 | $371K |
| Alliancebernstein L.P. | 0.00% | Add +16.3% | 4,769 | $370K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -15.0% | 4,762 | $369K |
| Kavar Capital Partners Group, LLC | 0.05% | Add +0.0% | 4,737 | $367K |
| Biltmore Family Office, LLC | 0.05% | No change | 4,665 | $362K |
| Foundations Investment Advisors, LLC | 0.00% | Add +25.3% | 4,664 | $362K |
| Embree Financial Group | 0.04% | Reduce -1.3% | 4,650 | $361K |
| Axxcess Wealth Management, LLC | 0.01% | New | 4,550 | $353K |
| Crescent Grove Advisors, LLC | 0.03% | Reduce -1.6% | 4,505 | $349K |
| Meridian Financial Advisors, LLC | 0.19% | Reduce -4.2% | 4,474 | $347K |
| Harbour Investments, Inc. | 0.01% | Add +8.2% | 4,430 | $343K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -9.9% | 4,416 | $342K |
| Total Wealth Planning, LLC | 0.73% | Reduce -94.8% | 4,373 | $339K |
| Vannoy Advisory Group, Inc. | 0.21% | Reduce -2.0% | 4,371 | $339K |
| KFA Private Wealth Group, LLC | 0.08% | Reduce -0.9% | 4,343 | $337K |
| LongView Wealth Management | 0.08% | Add +3.9% | 4,172 | $336K |
| Modern Wealth Management, LLC | 0.01% | Add +49.6% | 4,330 | $336K |
| Mullaney, Keating & Wright, Inc. | 0.18% | Add +1.7% | 4,322 | $335K |
| Latitude Advisors, LLC | 0.15% | Reduce -7.3% | 4,322 | $335K |
| Fortis Capital Advisors, LLC | 0.05% | Add +2.7% | 4,312 | $334K |
| Belpointe Asset Management LLC | 0.01% | Reduce -42.6% | 4,312 | $334K |
| Apella Capital, LLC | 0.01% | No change | 4,292 | $333K |
| Rockingstone Advisors LLC | 0.15% | No change | 4,245 | $329K |
| Belleair Asset Management, LLC | 0.31% | — | 4,203 | $326K |
| Cornerstone Financial Management LLC | 0.31% | — | 4,199 | $326K |
| Commerce Bank | 0.00% | Add +27.0% | 4,163 | $323K |
| Stephens Inc. | 0.00% | Add +0.1% | 4,160 | $322K |
| Regions Financial Corp. | 0.00% | Add +2.7% | 4,129 | $320K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.0% | 4,099 | $318K |
| Freestone Capital Holdings, LLC | 0.01% | New | 4,065 | $315K |
| Wealth Preservation Advisors, LLC | 0.16% | No change | 4,063 | $315K |
| Integrated Capital Management, LLC | 0.13% | Add +1.2% | 4,024 | $312K |
| Independent Financial Group, LLC | 0.01% | Reduce -8.4% | 4,004 | $310K |
| Beckerman Institutional, LLC | 0.17% | No change | 3,998 | $310K |
| Truefg, LLC | 0.08% | Add +0.1% | 3,931 | $305K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -23.1% | 3,903 | $303K |
| CFS Investment Advisory Services, LLC | 0.02% | Add +9.8% | 3,903 | $303K |
| Greenspring Advisors, LLC | 0.02% | New | 3,850 | $298K |
| Thryve Wealth Management LLC | 0.15% | — | 3,847 | $298K |
| Eagle Rock Investment Company, LLC | 0.04% | Reduce -0.1% | 3,839 | $298K |
| MFA Wealth Services | 0.20% | Add +1.7% | 3,817 | $296K |
| Armstrong, Fleming & Moore, Inc | 0.14% | Add +1.4% | 3,811 | $295K |
| Jacobs Equity LLC | 0.28% | — | 3,804 | $295K |
| Arkadios Wealth Advisors | 0.01% | Add +13.4% | 3,778 | $293K |
| Linscomb Wealth, Inc. | 0.01% | Add +7.0% | 3,724 | $289K |
| Up Strategic Wealth Investment Advisors LLC | 0.21% | No change | 3,451 | $287K |
| Foster Victor Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 3,539 | $286K |
| Columbus Macro, LLC | 0.03% | Reduce -7.1% | 3,681 | $285K |
| Garrison Point Advisors, LLC | 0.13% | Reduce -4.5% | 3,652 | $283K |
| Canandaigua National Bank & Trust Co. | 0.03% | No change | 3,616 | $280K |
| Dynamic Financial Group | 0.24% | No change | 3,575 | $277K |
| Upper Left Wealth Management, LLC | 0.17% | Add +7.5% | 3,551 | $275K |
| Werba Rubin Papier Wealth Management | 0.07% | Add +0.4% | 3,550 | $275K |
| Stone Summit Wealth LLC | 0.07% | Reduce -1.4% | 3,520 | $273K |
| Key Financial Inc | 0.05% | No change | 3,504 | $272K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.9% | 3,492 | $271K |
| Pinney & Scofield, Inc. | 0.15% | No change | 3,471 | $269K |
| Annex Advisory Services, LLC | 0.01% | Add +2.8% | 3,411 | $264K |
| Maltin Wealth Management, Inc. | 0.10% | Add +1.9% | 3,400 | $264K |
| Frazier Financial Advisors, LLC | 0.15% | Add +1.2% | 3,355 | $260K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 3,350 | $260K |
| Archer Investment Management, LLC | 0.14% | No change | 3,328 | $258K |
| LPWM LLC | 0.06% | No change | 3,317 | $257K |
| Sigma Planning Corp | 0.01% | Add +3.7% | 3,295 | $255K |
| Wealthfront Advisers LLC | 0.00% | Reduce -10.2% | 3,254 | $252K |
| Essex Financial Services, Inc. | 0.01% | No change | 3,202 | $248K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -18.6% | 3,157 | $245K |
| Ceera Investments, LLC | 0.09% | No change | 3,150 | $244K |
| Diversify Wealth Management, LLC | 0.01% | Add +0.6% | 3,057 | $244K |
| Mosaic Financial Group, LLC | 0.17% | Add +1.9% | 3,137 | $243K |
| HighPoint Advisor Group LLC | 0.01% | New | 3,128 | $242K |
| CoreCap Advisors, LLC | 0.01% | Reduce -15.6% | 3,115 | $242K |
| Aurelius Family Office LLC | 0.10% | Reduce -11.8% | 3,049 | $241K |
| Ellis Investment Partners, LLC | 0.04% | Add +1.9% | 3,084 | $239K |
| Nicolet Bankshares Inc. | 0.04% | Add +6.7% | 3,083 | $239K |
| Colorado Capital Management, Inc. | 0.09% | No change | 3,017 | $234K |
| Red Tortoise LLC | 0.10% | Add +0.9% | 3,001 | $233K |
| Thrivent Financial for Lutherans | 0.00% | Add +2.0% | 2,988 | $232K |
| Michels Family Financial, LLC | 0.17% | Add +0.7% | 2,981 | $231K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -7.6% | 2,961 | $230K |
| McElhenny Sheffield Capital Management, LLC | 0.06% | New | 2,955 | $229K |
| Granite Harbor Advisors, Inc. | 0.10% | Reduce -0.1% | 2,939 | $228K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 2,893 | $224K |
| Claris Advisors, LLC / Mo / | 0.07% | Add +0.0% | 2,890 | $224K |
| Note Advisors, LLC | 0.11% | Reduce -7.9% | 2,770 | $224K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.2% | 2,883 | $224K |
| Sapient Capital LLC | 0.00% | New | 2,849 | $222K |
| Corepath Wealth Partners LLC | 0.15% | No change | 2,749 | $222K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,850 | $221K |
| First National Advisers, LLC | 0.03% | No change | 2,800 | $217K |
| Berger Financial Group, Inc | 0.01% | Add +0.1% | 2,783 | $216K |
| Vistica Wealth Advisors, LLC | 0.21% | — | 2,743 | $213K |
| United Advisor Group, LLC | 0.03% | New | 2,683 | $208K |
| New Covenant Trust Company, N.A. | 0.19% | No change | 2,650 | $207K |
| Montis Financial, LLC | 0.04% | No change | 2,672 | $207K |
| Argent Advisors, Inc. | 0.06% | New | 5,133 | $207K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,664 | $207K |
| Naples Global Advisors, LLC | 0.02% | No change | 2,648 | $205K |
| Signet Financial Management, LLC | 0.02% | Reduce -6.9% | 2,637 | $204K |
| Greenleaf Trust | 0.00% | New | 2,632 | $204K |
| Brooklyn Investment Group | 0.01% | New | 2,569 | $200K |
| Curio Wealth, LLC | 0.07% | No change | 2,522 | $197K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.9% | 2,535 | $197K |
| Park Place Capital Corp | 0.04% | Add +36.3% | 2,523 | $196K |
| Arax Advisory Partners | 0.01% | New | 2,341 | $182K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,334 | $181K |
| TFC Financial Management, Inc. | 0.02% | Reduce -8.9% | 2,296 | $178K |
| Capital Advisors, Ltd. LLC | 0.02% | No change | 2,286 | $177K |
| SJS Investment Consulting Inc. | 0.02% | No change | 2,280 | $177K |
| Miller Global Investments, LLC | 0.15% | — | 2,200 | $171K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | No change | 2,111 | $164K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,077 | $161K |
| Highline Wealth Partners LLC | 0.04% | Add +2.1% | 2,043 | $158K |
| Longview Financial Advisors LLC | 0.09% | No change | 2,036 | $158K |
| GAMMA Investing LLC | 0.01% | No change | 1,964 | $152K |
| Golden State Wealth Management, LLC | 0.02% | Add +4.3% | 1,944 | $151K |
| Spire Wealth Management | 0.01% | Add +1.3% | 1,914 | $148K |
| Bayban | 0.13% | — | 1,900 | $147K |
| Glassman Wealth Services | 0.02% | No change | 1,786 | $138K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -1.9% | 1,784 | $138K |
| CDKV Holdings LLC | 0.12% | — | 1,776 | $138K |
| New York State Common Retirement Fund | 0.00% | New | 1,692 | $131K |
| Trust Co | 0.01% | No change | 1,660 | $129K |
| Wolff Wiese Magana LLC | 0.07% | Add +1.2% | 1,629 | $126K |
| Lanark Financial, Inc. | 0.01% | No change | 1,614 | $125K |
| Atlantic Union Bankshares Corp | 0.00% | Add +2.0% | 1,587 | $123K |
| Westside Investment Management, Inc. | 0.02% | No change | 1,541 | $120K |
| Bravera Wealth | 0.06% | — | 1,548 | $120K |
| Horizon Bancorp Inc. | 0.06% | Reduce -1.4% | 1,455 | $113K |
| Assetmark, Inc. | 0.00% | Add +16.0% | 1,448 | $112K |
| WealthCollab, LLC | 0.04% | No change | 1,332 | $103K |
| Trust Co. of Vermont | 0.00% | Reduce -22.0% | 1,274 | $99K |
| Copia Wealth Management | 0.07% | No change | 1,210 | $94K |
| Rothschild Investment LLC | 0.01% | Add +0.2% | 1,179 | $91K |
| Signaturefd, LLC | 0.00% | No change | 1,153 | $89K |
| Private Trust Co. NA | 0.01% | Reduce -0.9% | 1,148 | $89K |
| 1015 Capital Partners, LLC | 0.09% | — | 1,129 | $88K |
| Burkett Financial Services, LLC | 0.03% | Add +1.8% | 1,107 | $86K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 1,089 | $84K |
| Creative Financial Designs Inc. | 0.01% | No change | 1,069 | $83K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +4.1% | 1,050 | $81K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,043 | $81K |
| Teachers Insurance & Annuity Association of America | 0.09% | No change | 1,036 | $80K |
| Grove Bank & Trust | 0.01% | No change | 1,005 | $78K |
| Elevation Wealth Partners, LLC | 0.03% | Add +1.9% | 963 | $75K |
| Elevate Wealth Advisory, Inc. | 0.05% | No change | 960 | $74K |
| Addison Advisors LLC | 0.02% | No change | 925 | $72K |
| Old Second National Bank of Aurora | 0.01% | New | 922 | $71K |
| High Note Wealth, LLC | 0.01% | No change | 901 | $70K |
| JDM Financial Group LLC | 0.03% | No change | 875 | $68K |
| CENTRAL TRUST Co | 0.00% | Add +1.2% | 860 | $67K |
| Clayton Financial Group LLC | 0.03% | Add +1.9% | 853 | $66K |
| Sound Income Strategies, LLC | 0.00% | Add +8.1% | 811 | $66K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | — | 802 | $62K |
| Maryland Capital Advisors Inc. | 0.02% | Reduce -15.9% | 782 | $61K |
| Montag A & Associates Inc. | 0.00% | New | 760 | $59K |
| Harbor Asset Planning, Inc. | 0.05% | Add +2.0% | 753 | $58K |
| City State Bank | 0.02% | Add +36.5% | 722 | $56K |
| JNBA Financial Advisors | 0.00% | No change | 700 | $54K |
| Gables Capital Management Inc. | 0.02% | No change | 688 | $53K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 663 | $51K |
| AlphaCore Capital LLC | 0.00% | New | 659 | $51K |
| Bitterroot Capital Advisors LLC | 0.03% | — | 646 | $50K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 624 | $48K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $48K |
| Godfrey Financial Associates, Inc. | 0.04% | — | 570 | $44K |
| Perkins Coie Trust Co | 0.01% | No change | 568 | $44K |
| Align Financial, LLC | 0.02% | — | 41,401 | $41K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 516 | $40K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 513 | $40K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 508 | $39K |
| High Point Wealth Management, LLC | 0.04% | — | 500 | $39K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 498 | $39K |
| Covenant Partners, LLC | 0.01% | Add +1.1% | 483 | $37K |
| MCF Advisors LLC | 0.00% | No change | 451 | $35K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $35K |
| KERR FINANCIAL PLANNING Corp | 0.05% | Add +100.0% | 440 | $35K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 427 | $33K |
| IFC & Insurance Marketing, Inc. | 0.03% | — | 413 | $32K |
| Cambient Family Office, LLC | 0.00% | — | 406 | $31K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $31K |
| Gen-Wealth Partners Inc | 0.01% | No change | 395 | $31K |
| Daytona Street Capital LLC | 0.02% | — | 393 | $30K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $30K |
| CX Institutional | 0.00% | Reduce -11.9% | 370 | $29K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 369 | $29K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -13.5% | 365 | $28K |
| Benson Wealth Management INC | 0.03% | — | 361 | $28K |
| SHP Wealth Management | 0.00% | — | 360 | $28K |
| St Germain D J Co. Inc. | 0.00% | No change | 356 | $28K |
| American National Bank & Trust | 0.00% | No change | 352 | $27K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -21.7% | 346 | $27K |
| Tucker Asset Management LLC | 0.01% | Add +2.1% | 340 | $26K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 336 | $26K |
| NFSG Corp | 0.00% | No change | 334 | $26K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 334 | $26K |
| MRP Capital Investments, LLC | 0.02% | No change | 331 | $26K |
| IAG Wealth Partners, LLC | 0.00% | No change | 326 | $25K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 325 | $25K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 320 | $25K |
| Strive Financial Group ,LLC | 0.01% | — | 317 | $25K |
| Finley Financial, LLC | 0.01% | New | 300 | $23K |
| Coston, McIsaac & Partners | 0.01% | No change | 301 | $23K |
| Tsfg, LLC | 0.00% | No change | 279 | $22K |
| Pacifica Partners Inc. | 0.01% | No change | 278 | $22K |
| Dogwood Wealth Management LLC | 0.01% | Reduce -8.7% | 274 | $21K |
| Bogart Wealth, LLC | 0.00% | No change | 274 | $21K |
| Dunhill Financial, LLC | 0.01% | New | 270 | $21K |
| Corsicana & Co. | 0.01% | No change | 261 | $20K |
| Tompkins Financial Corp. | 0.00% | No change | 261 | $20K |
| Nemes Rush Group LLC | 0.00% | New | 256 | $20K |
| Private Wealth Asset Management, LLC | 0.00% | Reduce -30.1% | 251 | $19K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 230 | $19K |
| Sunbelt Securities, Inc. | 0.00% | Add +1.7% | 236 | $18K |
| Angeles Wealth Management, LLC | 0.00% | Add +18.7% | 235 | $18K |
| Merited Wealth, LLC | 0.02% | — | 233 | $18K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 222 | $18K |
| Newton One Investments LLC | 0.00% | Add +1.9% | 216 | $17K |
| Qube Research & Technologies Ltd | 0.00% | New | 208 | $16K |
| Lodestone Wealth Management LLC | 0.01% | New | 200 | $16K |
| Modus Advisors, LLC | 0.00% | New | 194 | $15K |
| Hantz Financial Services, Inc. | 0.00% | Add +13.9% | 196 | $15K |
| S&T Bank | 0.00% | No change | 191 | $15K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 185 | $14K |
| Robinswood Financial LLC | 0.00% | Add +1.7% | 180 | $14K |
| Pandora Wealth, Inc. | 0.01% | No change | 180 | $14K |
| Anchor Investment Management, LLC | 0.00% | Add +311.9% | 173 | $13K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.9% | 165 | $13K |
| CNB Bank | 0.01% | No change | 165 | $13K |
| Eastern Bank | 0.00% | No change | 160 | $12K |
| Financial Perspectives, Inc | 0.00% | Add +2.6% | 160 | $12K |
| Monetary Solutions, Ltd | 0.01% | — | 157 | $12K |
| McIlrath & Eck, LLC | 0.00% | Add +84.5% | 155 | $12K |
| First Pacific Financial | 0.00% | Add +1.3% | 155 | $12K |
| Cherry Tree Wealth Management, LLC | 0.00% | Reduce -10.5% | 153 | $12K |
| Clearstead Trust, LLC | 0.00% | No change | 147 | $11K |
| Elevated Capital Advisors, LLC | 0.00% | New | 143 | $11K |
| Howe & Rusling Inc. | 0.00% | No change | 137 | $11K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +466.7% | 136 | $11K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 134 | $10K |
| Avion Wealth | 0.00% | Add +1.4% | 141 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.8% | 125 | $10K |
| Dorato Capital Management | 0.01% | — | 120 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +629.4% | 124 | $10K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $9K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $9K |
| Strategic Advocates LLC | 0.00% | No change | 118 | $9K |
| Networth Advisors, LLC | 0.01% | — | 118 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 117 | $9K |
| Private Wealth Management Group, LLC | 0.00% | No change | 113 | $9K |
| New Millennium Group LLC | 0.00% | No change | 111 | $9K |
| Wealth Watch Advisors, INC | 0.00% | Reduce -60.7% | 108 | $8K |
| International Assets Investment Management, LLC | 0.00% | New | 103 | $8K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 101 | $8K |
| Arlington Trust Co LLC | 0.00% | New | 100 | $8K |
| Optima Capital LLC | 0.00% | New | 96 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 96 | $7K |
| United Financial Planning Group LLC | 0.00% | No change | 95 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $7K |
| Webster Bank, N. A. | 0.00% | No change | 83 | $6K |
| Essential Investment Partners LLC | 0.01% | — | 80 | $6K |
| Planning Project LLC | 0.00% | — | 79 | $6K |
| Blume Capital Management, Inc. | 0.00% | No change | 79 | $6K |
| Covestor Ltd | 0.00% | Reduce -53.3% | 72 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 74 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 70 | $5K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 68 | $5K |
| Camelot Portfolios, LLC | 0.00% | New | 64 | $5K |
| TCTC Holdings, LLC | 0.00% | Add +1.6% | 63 | $5K |
| First Community Trust NA | 0.00% | No change | 62 | $5K |
| YANKCOM Partnership | 0.00% | New | 58 | $4K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 58 | $4K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 56 | $4K |
| Oakworth Capital, Inc. | 0.00% | No change | 54 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 54 | $4K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 51 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | Add +2.0% | 51 | $4K |
| Eq Wealth Advisors, LLC | 0.00% | New | 50 | $4K |
| True Wealth Design, LLC | 0.00% | New | 49 | $4K |
| MidFirst Bank | 0.00% | — | 49 | $4K |
| Root Financial Partners, LLC | 0.00% | No change | 46 | $4K |
| EPG Wealth Management LLC | 0.00% | No change | 45 | $4K |
| Toronto Dominion Bank | 0.00% | Reduce -99.5% | 42 | $3K |
| Triumph Capital Management | 0.00% | New | 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% | No change | 37 | $3K |
| Providence Capital Advisors, LLC | 0.00% | No change | 34 | $3K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -25.6% | 29 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 28 | $2K |
| SYM FINANCIAL Corp | 0.00% | New | 25 | $2K |
| Winch Advisory Services, LLC | 0.00% | Reduce -82.1% | 15 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 23 | $2K |
| Archer Investment Corp | 0.00% | No change | 22 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 21 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 15 | $1K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | — | 15 | $1K |
| Winnacle Wealth LLC | 0.00% | New | 13 | $1K |
| Garton & Associates Financial Advisors LLC | 0.00% | — | 13 | $1K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $770 |
| IMG Wealth Management, Inc. | 0.00% | No change | 9 | $698 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $543 |
| Alerus Financial NA | 0.00% | No change | 6 | $465 |
| Kingdom Financial Group LLC. | 0.00% | New | 4 | $326 |
| Cape Investment Advisory, Inc. | 0.00% | New | 3 | $233 |
| Wilkerson Advisory Group LLC | 0.00% | — | 3 | $233 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 2 | $185 |
| TD Private Client Wealth LLC | 0.00% | New | 1 | $97 |
"% 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.