iShares MSCI Eafe Small-CapSCZETF
13F holders, Q2 2026 (June 30)772holders +8
51new positions
40sold out
4famous investors
$82.40avg. 13F price*
At the end of Q2 2026, 772 institutions reported holding iShares MSCI Eafe Small-Cap (SCZ) in their 13F filings, up 8 from Q1 2026. 51 opened new positions and 40 sold out. The largest holders were Jones Financial Companies LLLP ($4.4B), Natixis Advisors, LLC ($1.2B) and TIAA Wealth Investment Management LLC ($795.3M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Jeremy Grantham (0.0% of GMO'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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 51 | $196.6M |
| Exits | 40 | $28.7M |
All 13F filers, Q1 2026 → Q2 2026: 14,504,085 shares bought and 5,104,068 shares sold, net +9,400,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 772 holders
| Jones Financial Companies LLLP | 1.75% | Add +7.8% | 53,299,660 | $4.4B |
| Natixis Advisors, LLC | 1.30% | Add +11.0% | 14,107,864 | $1.2B |
| TIAA Wealth Investment Management LLC | 5.31% | Add +1.8% | 9,651,143 | $795.3M |
| Goldman Sachs Group Inc. | 0.05% | Add +108.3% | 6,322,889 | $520.2M |
| FMR LLC | 0.02% | Add +13.8% | 5,321,287 | $437.8M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.28% | Add +3.6% | 4,508,820 | $370.9M |
| BlackRock, Inc. | 0.00% | Add +2.5% | 3,880,423 | $319.2M |
| Creative Planning | 0.18% | Reduce -3.2% | 3,798,676 | $312.5M |
| State of New Jersey Common Pension Fund D | 1.04% | No change | 3,702,826 | $304.6M |
| Bank of New York Mellon Corp | 0.04% | Reduce -5.9% | 2,987,961 | $245.8M |
| Morgan Stanley | 0.01% | Reduce -8.8% | 2,276,111 | $187.3M |
| Bank of America Corp. | 0.01% | Reduce -20.1% | 1,958,678 | $161.1M |
| Jane Street Group, LLC | 0.08% | New | 1,534,940 | $126.3M |
| Cassaday & Co Wealth Management LLC | 2.10% | Add +8.2% | 1,361,748 | $112.0M |
| Northern Trust Corp. | 0.01% | Add +0.2% | 1,302,991 | $107.2M |
| Focus Partners Wealth | 0.11% | Reduce -0.8% | 1,274,009 | $104.8M |
| Cetera Investment Advisers | 0.09% | Add +5.1% | 1,189,371 | $97.8M |
| Wellington Management Group LLP | 0.02% | Reduce -27.6% | 1,070,547 | $88.1M |
| UBS Group AG | 0.01% | Reduce -1.2% | 963,893 | $79.3M |
| LPL Financial LLC | 0.02% | Add +10.8% | 940,672 | $77.4M |
| Wilmington Savings Fund Society, FSB | 1.61% | Add +2.1% | 878,997 | $72.3M |
| Modera Wealth Management, LLC | 0.77% | Reduce -1.9% | 878,343 | $72.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +0.6% | 724,156 | $59.6M |
| Bank of Montreal | 0.02% | Add +35.1% | 718,382 | $59.1M |
| State of Tennessee, Department of Treasury | 0.15% | Reduce -2.3% | 611,475 | $50.3M |
| HighTower Advisors, LLC | 0.05% | Reduce -14.2% | 601,647 | $49.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.77% | Reduce -2.9% | 559,265 | $46.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -3.8% | 554,806 | $45.6M |
| Financial Advisory Corp | 6.00% | Reduce -5.5% | 550,184 | $45.3M |
| Moneta Group Investment Advisors LLC | 0.32% | Add +13.0% | 530,040 | $43.6M |
| Wells Fargo & Company | 0.01% | Add +5.4% | 501,946 | $41.3M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -5.2% | 470,951 | $38.7M |
| Baker Avenue Asset Management, LP | 0.71% | Add +1.1% | 451,566 | $37.2M |
| Wealthcare Advisory Partners LLC | 0.66% | Add +4.4% | 424,121 | $34.9M |
| Plancorp, LLC | 0.79% | Reduce -4.7% | 394,801 | $32.6M |
| Flow Traders U.S. LLC | 1.33% | New | 392,688 | $32.3M |
| Mercer Global Advisors Inc. | 0.04% | Add +5.7% | 388,759 | $32.0M |
| Pathstone Holdings, LLC | 0.09% | Add +153.8% | 386,423 | $31.8M |
| MAI Capital Management | 0.12% | Add +2.0% | 383,693 | $31.6M |
| Savant Capital, LLC | 0.09% | Add +74.9% | 372,190 | $31.2M |
| Halbert Hargrove Global Advisors, LLC | 1.32% | Reduce -1.4% | 369,979 | $30.4M |
| Royal Bank of Canada | 0.00% | Add +147.1% | 354,448 | $29.2M |
| Bear Mountain Capital, Inc. | 8.28% | Add +3.0% | 343,768 | $28.6M |
| Arvest Bank Trust Division | 1.24% | Reduce -1.1% | 310,319 | $25.5M |
| Shakespeare Wealth Management, LLC | 6.69% | Add +3.2% | 307,098 | $25.3M |
| Choreo, LLC | 0.28% | Reduce -3.0% | 304,597 | $25.1M |
| Fifth Third Bancorp | 0.04% | Reduce -1.3% | 298,877 | $24.6M |
| St. Louis Trust Co | 2.81% | No change | 9,680 | $24.6M |
| Pure Financial Advisors, LLC | 0.31% | Add +0.8% | 295,814 | $24.3M |
| Mission Wealth Management, LP | 0.30% | Add +28.7% | 293,676 | $24.2M |
| Ballentine Partners, LLC | 0.29% | Reduce -0.5% | 288,781 | $23.8M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +31.3% | 263,593 | $21.7M |
| First Citizens Bank & Trust Co. | 0.32% | Add +32.6% | 261,333 | $21.5M |
| Stifel Financial Corp. | 0.02% | Add +0.3% | 251,342 | $20.7M |
| Bryn Mawr Trust Advisors, LLC | 0.87% | Add +4.5% | 241,190 | $19.8M |
| FSM Wealth Advisors, LLC | 2.12% | Add +4.7% | 239,967 | $19.7M |
| Corient Private Wealth LP | 0.03% | Reduce -52.3% | 234,532 | $19.3M |
| IMA Advisory Services, Inc. | 1.16% | Add +0.2% | 225,707 | $18.6M |
| Raymond James Financial Inc. | 0.00% | Add +3.4% | 218,025 | $17.9M |
| Osaic Holdings, Inc. | 0.02% | Add +9.3% | 208,440 | $17.2M |
| Truist Financial Corp. | 0.02% | Reduce -2.1% | 201,948 | $16.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.7% | 198,886 | $16.4M |
| Tiaa Trust, National Association | 0.96% | Add +0.2% | 196,911 | $16.2M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +0.0% | 175,462 | $14.4M |
| Range Advisory, LLC | 1.69% | Add +51.1% | 172,369 | $14.2M |
| Wealth Architects, LLC | 1.11% | Reduce -2.3% | 171,066 | $14.1M |
| RTD Financial Advisors, Inc. | 1.52% | Reduce -0.8% | 169,510 | $13.9M |
| Curi Capital, LLC | 0.21% | Add +21.2% | 168,288 | $13.8M |
| Nuveen, LLC | 0.00% | Reduce -73.4% | 164,067 | $13.5M |
| Captrust Financial Advisors | 0.02% | Add +1.7% | 162,894 | $13.4M |
| Checchi Capital Advisers, LLC | 0.85% | Reduce -4.0% | 162,285 | $13.4M |
| Mariner, LLC | 0.01% | Reduce -1.5% | 161,488 | $13.3M |
| Klingman & Associates, LLC | 0.54% | Reduce -1.0% | 155,240 | $12.8M |
| Shoker Investment Counsel, Inc. | 3.05% | Add +3.4% | 147,709 | $12.2M |
| NewEdge Advisors, LLC | 0.04% | Add +9.2% | 143,478 | $11.8M |
| Omega Financial Group, LLC | 3.57% | Add +0.7% | 142,432 | $11.7M |
| Federation des caisses Desjardins du Quebec | 0.04% | Reduce -4.7% | 142,085 | $11.7M |
| Alesco Advisors, LLC, An ESL Co | 0.26% | Reduce -2.1% | 140,031 | $11.5M |
| Tudor Investment Corporation | 0.05% | Add +4170.0% | 139,628 | $11.5M |
| Sound Stewardship, LLC | 4.65% | Add +4.0% | 137,157 | $11.3M |
| Cullen/Frost Bankers, Inc. | 0.11% | Add +0.9% | 136,727 | $11.2M |
| Brand Asset Management Group, Inc. | 2.45% | Reduce -3.4% | 134,949 | $11.1M |
| Ameriprise Financial Inc. | 0.00% | Add +5.9% | 133,683 | $11.0M |
| DORVAL Corp | 3.12% | Add +1.7% | 131,697 | $10.8M |
| Frontier Asset Management, LLC | 1.94% | Add +1.2% | 131,519 | $10.8M |
| Baird Financial Group, Inc. | 0.01% | Add +4.1% | 127,823 | $10.5M |
| WESCAP Management Group, Inc. | 1.96% | Reduce -1.2% | 127,477 | $10.5M |
| Brighton Jones LLC | 0.19% | Add +3.3% | 122,742 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -41.9% | 121,299 | $10.0M |
| Fonville Wealth Management LLC | 1.59% | Add +1.9% | 118,451 | $9.7M |
| M&T Bank Corp | 0.03% | Reduce -3.4% | 118,277 | $9.7M |
| DRW Securities, LLC | 0.57% | New | 117,097 | $9.6M |
| Acadian Asset Management LLC | 0.01% | Add +75.6% | 115,123 | $9.5M |
| Charles Schwab Trust Co | 0.52% | Reduce -4.8% | 113,154 | $9.3M |
| Ifrah Financial Services, Inc. | 2.25% | Reduce -2.1% | 111,756 | $9.2M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +120.8% | 111,022 | $9.1M |
| Bessemer Group Inc. | 0.01% | Reduce -0.4% | 107,225 | $8.8M |
| Sachem Hill LLC | 1.56% | Reduce -3.9% | 106,770 | $8.8M |
| Sei Investments Co. | 0.01% | Add +122.8% | 106,672 | $8.8M |
| Integrated Wealth Concepts LLC | 0.06% | Add +2.8% | 106,188 | $8.7M |
| Ocean Park Asset Management, LLC | 0.42% | New | 105,074 | $8.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.9% | 102,065 | $8.5M |
| Brooklyn FI, LLC | 1.56% | Add +0.2% | 102,259 | $8.5M |
| LTG Capital LLC | 5.66% | Add +0.5% | 102,786 | $8.5M |
| Bleakley Financial Group, LLC | 0.11% | Add +0.8% | 101,101 | $8.3M |
| IFG Advisors, LLC | 1.13% | Reduce -5.2% | 99,986 | $8.2M |
| Arvest Investments, Inc. | 0.98% | Add +4.1% | 98,417 | $8.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -52.9% | 95,940 | $7.9M |
| Encompass Wealth Advisors, LLC | 2.35% | Add +5.1% | 93,904 | $7.7M |
| Bank of Stockton | 2.05% | Reduce -0.6% | 88,871 | $7.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -7.9% | 88,345 | $7.3M |
| US Bancorp \de | 0.01% | Reduce -9.8% | 86,465 | $7.1M |
| Wealthspire Retirement, LLC | 0.39% | Reduce -6.1% | 86,551 | $7.1M |
| Franklin Resources Inc. | 0.00% | Add +1.0% | 84,016 | $6.9M |
| NorthStar Asset Management LLC | 1.46% | Add +7.2% | 82,601 | $6.8M |
| Blueline Advisors LLC | 4.62% | Add +6.6% | 81,096 | $6.7M |
| Beam Wealth Advisors, Inc. | 1.47% | Add +94.9% | 81,014 | $6.7M |
| Oppenheimer Asset Management Inc. | 0.07% | Add +12.7% | 78,164 | $6.4M |
| Waverly Advisors, LLC | 0.04% | Reduce -4.1% | 74,463 | $6.1M |
| Cornerstone Management, Inc. | 0.87% | Add +1.6% | 73,520 | $6.0M |
| My Personal CFO, LLC | 2.34% | Add +2.3% | 72,844 | $6.0M |
| Parkside Financial Bank & Trust | 0.41% | Add +2.9% | 72,294 | $5.9M |
| Ritholtz Wealth Management | 0.09% | Add +1.0% | 71,800 | $5.9M |
| MML Investors Services, LLC | 0.01% | Reduce -3.1% | 71,711 | $5.9M |
| Sterling Capital Management LLC | 0.10% | Reduce -15.2% | 71,309 | $5.9M |
| Harbor Advisory Corp. | 1.56% | Add +7.7% | 70,845 | $5.8M |
| Cerity Partners LLC | 0.01% | Reduce -16.9% | 68,932 | $5.7M |
| Cascade Financial Partners, LLC | 0.49% | Add +3.4% | 68,728 | $5.7M |
| Washington Trust Bank | 0.39% | Add +16.1% | 68,611 | $5.6M |
| Renaissance Technologies | 0.01% | Reduce -7.9% | 68,600 | $5.6M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -3.5% | 68,241 | $5.6M |
| Quent Capital, LLC | 0.34% | Add +12.4% | 67,573 | $5.6M |
| Bank of Hawaii | 0.27% | Reduce -2.3% | 67,150 | $5.5M |
| HUB Investment Partners, LLC | 0.10% | Add +3.4% | 66,846 | $5.5M |
| Financiere des Professionnels - Fonds d'investissement inc. | 0.31% | Add +7.6% | 66,200 | $5.4M |
| MSH Capital Advisors LLC | 0.91% | Reduce -0.4% | 63,895 | $5.3M |
| Shore Point Advisors, LLC | 1.80% | Add +1.4% | 63,860 | $5.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 1.25% | Add +1646.6% | 50,162 | $5.2M |
| Schroder Investment Management Group | 0.00% | New | 63,074 | $5.2M |
| Allworth Financial LP | 0.02% | Reduce -4.4% | 62,890 | $5.2M |
| Private Advisor Group, LLC | 0.02% | Add +6.5% | 62,723 | $5.2M |
| &partners | 0.02% | Reduce -33.7% | 62,748 | $5.1M |
| Assetmark, Inc. | 0.01% | Add +3707.9% | 62,336 | $5.1M |
| Fca Corp. | 1.26% | Add +4.5% | 62,199 | $5.1M |
| One Capital Management, LLC | 0.14% | No change | 65,083 | $5.1M |
| Composition Wealth, LLC | 0.06% | Reduce -5.1% | 60,932 | $5.0M |
| CIBC Bancorp USA Inc. | 0.01% | Add +1235.6% | 60,101 | $4.9M |
| Clearwater Capital Advisors, LLC | 0.35% | Reduce -3.6% | 58,515 | $4.8M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +14.1% | 58,070 | $4.8M |
| SVB Wealth LLC | 0.30% | Reduce -4.9% | 57,388 | $4.7M |
| Qube Research & Technologies Ltd | 0.01% | Add +487.7% | 56,232 | $4.6M |
| Investors Research Corp | 0.83% | Reduce -5.0% | 56,196 | $4.6M |
| Larson Financial Group LLC | 0.12% | Reduce -8.2% | 54,638 | $4.5M |
| Heritage Trust Co | 0.39% | Reduce -6.4% | 54,534 | $4.5M |
| Goldstein Advisors, LLC | 0.41% | Reduce -3.8% | 54,262 | $4.5M |
| Cooke Wealth Management, LLC | 3.65% | Reduce -1.5% | 54,179 | $4.5M |
| Vise Technologies, Inc. | 0.05% | Add +35.1% | 53,741 | $4.4M |
| Aptus Capital Advisors, LLC | 0.03% | Add +4.8% | 52,518 | $4.3M |
| Auto-Owners Insurance Co | 0.10% | No change | 52,300 | $4.3M |
| Partners in Financial Planning | 0.64% | Add +3.2% | 51,454 | $4.2M |
| Endowment Wealth Management, Inc. | 1.60% | Add +7.7% | 50,158 | $4.1M |
| Martin & Co. Inc. | 0.64% | Add +0.8% | 50,003 | $4.1M |
| Park Avenue Securities LLC | 0.03% | New | 48,992 | $4.0M |
| NBT Bank, N.A. | 0.27% | Reduce -2.6% | 48,846 | $4.0M |
| Glenmede Trust Co. NA | 0.02% | Add +0.6% | 48,387 | $4.0M |
| Nicolet Bankshares Inc. | 0.12% | Add +25.9% | 46,499 | $3.9M |
| Richard W. Paul & Associates, LLC | 1.18% | Add +0.9% | 46,878 | $3.9M |
| World Investment Advisors | 0.06% | Reduce -2.1% | 49,024 | $3.8M |
| Professional Financial Advisors, LLC | 0.66% | Reduce -20.3% | 46,618 | $3.8M |
| IFP Advisors, Inc | 0.07% | Reduce -0.1% | 46,221 | $3.8M |
| Foundation Wealth Management, LLC | 2.34% | Add +27.6% | 46,093 | $3.8M |
| Waldron Private Wealth LLC | 0.13% | Reduce -1.1% | 46,015 | $3.8M |
| Aspiriant, LLC | 0.09% | Reduce -2.0% | 45,220 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +25.4% | 45,110 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -93.5% | 44,337 | $3.6M |
| Summit Trail Advisors, LLC | 0.05% | No change | 43,500 | $3.6M |
| Narus Financial Partners, LLC | 0.91% | Reduce -0.8% | 43,185 | $3.6M |
| Creekside Partners | 1.28% | Add +0.9% | 42,843 | $3.5M |
| James J. Burns & Company, LLC | 0.38% | Add +6.2% | 42,698 | $3.5M |
| Hancock Whitney Corp. | 0.06% | Reduce -13.5% | 42,089 | $3.5M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +46.8% | 41,895 | $3.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.67% | Add +4.9% | 40,870 | $3.4M |
| Global Retirement Partners, LLC | 0.05% | — | 40,793 | $3.4M |
| Pinnacle Associates Ltd. | 0.04% | Reduce -3.7% | 40,465 | $3.3M |
| Eagle Strategies LLC | 0.32% | Add +4.2% | 39,702 | $3.3M |
| Crewe Advisors LLC | 0.24% | Add +4.0% | 39,586 | $3.3M |
| Partnership Wealth Management, LLC | 2.15% | Add +4.2% | 38,716 | $3.2M |
| Strategic Wealth Advisors LLC | 2.69% | Add +2.8% | 40,598 | $3.1M |
| Advisory Services Network, LLC | 0.04% | Reduce -6.1% | 38,017 | $3.1M |
| Pointe Capital Management LLC | 1.38% | Add +2.8% | 37,483 | $3.1M |
| Disciplined Investments, LLC | 0.99% | Reduce -2.8% | 37,414 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +6.2% | 36,111 | $3.0M |
| Pinnacle Wealth Management Advisory Group, LLC | 0.18% | Reduce -3.8% | 36,048 | $3.0M |
| Avior Wealth Management, LLC | 0.08% | Reduce -0.4% | 35,806 | $2.9M |
| BIP Wealth, LLC | 0.08% | Add +16.4% | 35,635 | $2.9M |
| Principal Securities, Inc. | 0.03% | Add +4.6% | 35,100 | $2.9M |
| Probity Advisors, Inc. | 0.41% | Add +0.5% | 35,087 | $2.9M |
| Abacus Planning Group, Inc. | 0.36% | Reduce -2.9% | 35,084 | $2.9M |
| D.A. Davidson & Co. | 0.02% | Add +2.2% | 34,676 | $2.9M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -0.6% | 34,531 | $2.8M |
| Sowell Financial Services LLC | 0.09% | Add +6.1% | 34,519 | $2.8M |
| Noble Family Wealth, LLC | 0.50% | Reduce -0.7% | 34,131 | $2.8M |
| Citizens Financial Group Inc. | 0.03% | Add +21.4% | 33,493 | $2.8M |
| Acropolis Investment Management, LLC | 0.11% | Reduce -7.9% | 33,125 | $2.7M |
| AQR Capital Management | 0.00% | Add +4.2% | 32,914 | $2.7M |
| Breakwater Capital Group | 0.32% | Add +1.6% | 32,889 | $2.7M |
| Sax Wealth Advisors, LLC | 0.11% | Add +115.0% | 34,412 | $2.7M |
| Reston Wealth Management LLC | 0.72% | Add +4.7% | 32,366 | $2.7M |
| Nicholas Hoffman & Company, LLC. | 0.06% | Reduce -4.6% | 31,845 | $2.6M |
| NTV Asset Management LLC | 0.25% | Reduce -1.6% | 31,550 | $2.6M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +8.6% | 31,471 | $2.6M |
| Droms Strauss Advisors Inc. /Mo/ | 0.58% | Reduce -3.0% | 31,194 | $2.6M |
| Lido Advisors, LLC | 0.01% | Reduce -79.6% | 31,094 | $2.6M |
| Foundation Wealth Management, LLC\PA | 0.77% | Reduce -2.1% | 31,049 | $2.6M |
| Canopy Partners, LLC | 0.76% | No change | 30,908 | $2.5M |
| First Citizens Asset Management, Inc. | 0.81% | Reduce -0.4% | 30,874 | $2.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -6.7% | 30,756 | $2.5M |
| Sincerus Advisory, LLC | 1.71% | Add +1.7% | 30,679 | $2.5M |
| Prosperity Planning, Inc. | 0.80% | Reduce -1.3% | 30,107 | $2.5M |
| Elmwood Wealth Management, Inc. | 0.62% | Reduce -1.0% | 30,040 | $2.5M |
| Coyle Financial Counsel LLC | 0.44% | Reduce -2.6% | 29,265 | $2.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +1.3% | 29,095 | $2.4M |
| Blair William & Co. | 0.01% | Add +11.1% | 28,736 | $2.4M |
| Vance Wealth, LLC | 0.53% | Reduce -3.5% | 28,383 | $2.3M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -0.2% | 28,303 | $2.3M |
| Argent Trust Co | 0.07% | Add +2.6% | 28,058 | $2.3M |
| Capital Analysts, LLC | 0.05% | Add +4.4% | 27,886 | $2.3M |
| OneAscent Financial Services LLC | 0.11% | Add +168.2% | 27,551 | $2.3M |
| Stock Yards Bank & Trust Co. | 0.06% | Add +2.7% | 27,495 | $2.3M |
| Regal Investment Advisors LLC | 0.12% | Add +1.4% | 27,176 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.3% | 27,090 | $2.2M |
| American Financial & Tax Strategies Inc. | 1.00% | No change | 26,959 | $2.2M |
| Aire Advisors, LLC | 0.36% | Reduce -0.1% | 26,677 | $2.2M |
| Merit Financial Group, LLC | 0.01% | Add +1.7% | 26,564 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +4.9% | 26,033 | $2.1M |
| American Financial Advisors, LLC | 0.25% | Reduce -17.8% | 25,551 | $2.1M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -3.7% | 25,486 | $2.1M |
| American Century Companies Inc. | 0.00% | Reduce -68.9% | 25,369 | $2.1M |
| National Bank of Canada | 0.00% | Reduce -95.4% | 24,990 | $2.1M |
| Atlas Capital Advisors Inc. | 0.22% | Reduce -5.2% | 24,650 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.6% | 23,929 | $2.0M |
| CI Investments Inc. | 0.01% | No change | 23,521 | $1.9M |
| TRB Wealth Management, LLC | 0.25% | Add +0.8% | 23,225 | $1.9M |
| Strategic Family Wealth Counselors, L.L.C. | 0.44% | Reduce -0.1% | 23,024 | $1.9M |
| Summit Financial, LLC | 0.02% | Reduce -1.1% | 23,014 | $1.9M |
| RPg Family Wealth Advisory, LLC | 0.31% | Reduce -0.0% | 22,609 | $1.9M |
| Risk Paradigm Group, LLC | 1.45% | Reduce -0.0% | 22,462 | $1.8M |
| Rialto Wealth Management, LLC | 0.36% | Reduce -8.7% | 22,079 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +10.0% | 21,823 | $1.8M |
| Quantinno Capital Management LP | 0.00% | Add +45.9% | 21,418 | $1.8M |
| SageView Advisory Group, LLC | 0.06% | Add +0.2% | 21,240 | $1.7M |
| Fifth Third Wealth Advisors LLC | 0.05% | Reduce -7.9% | 21,174 | $1.7M |
| Midwest Trust Co | 0.02% | Add +0.4% | 21,166 | $1.7M |
| Trust Co of the South | 0.24% | No change | 21,035 | $1.7M |
| Evanson Financial, LLC | 0.08% | — | 20,966 | $1.7M |
| Stonehearth Capital Management, LLC | 0.59% | New | 20,937 | $1.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +6.6% | 20,875 | $1.7M |
| Compound Planning, Inc. | 0.04% | Reduce -1.8% | 20,774 | $1.7M |
| Laird Norton Wetherby Trust Company, LLC | 0.03% | No change | 20,226 | $1.7M |
| Perigon Wealth Management, LLC | 0.03% | Add +0.3% | 19,960 | $1.6M |
| FDx Advisors, Inc. | 0.49% | Reduce -1.0% | 19,704 | $1.6M |
| Intergy Private Wealth, LLC | 0.37% | No change | 19,656 | $1.6M |
| Rwa Wealth Partners, LLC | 0.02% | Reduce -71.5% | 19,578 | $1.6M |
| Lee Financial Co | 0.20% | No change | 19,245 | $1.6M |
| Birch Financial Group, LLC | 0.81% | Add +42.2% | 19,243 | $1.6M |
| Cardiff Park Advisors, LLC | 0.12% | Reduce -1.8% | 19,220 | $1.6M |
| Hudson Portfolio Management LLC | 1.17% | Reduce -1.0% | 18,870 | $1.6M |
| Falcon Wealth Planning | 0.10% | Reduce -0.4% | 18,809 | $1.5M |
| Morris Financial Concepts, Inc. | 0.47% | Reduce -4.6% | 18,789 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -2.0% | 18,380 | $1.5M |
| SCS Capital Management LLC | 0.01% | Reduce -0.3% | 18,428 | $1.5M |
| Parallel Advisors, LLC | 0.02% | Reduce -0.9% | 18,267 | $1.5M |
| Quadrant Capital Group LLC | 0.04% | Reduce -3.5% | 18,126 | $1.5M |
| Keel Point, LLC | 0.09% | Reduce -6.5% | 18,033 | $1.5M |
| Continuum Advisory, LLC | 0.12% | Add +2.4% | 17,714 | $1.5M |
| GEM Asset Management, LLC | 0.57% | No change | 17,671 | $1.5M |
| Allegheny Financial Group | 0.15% | Reduce -6.9% | 17,658 | $1.5M |
| Parkwoods Wealth Partners, LLC | 0.23% | New | 17,602 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -12.4% | 17,333 | $1.4M |
| Guidance Point Advisors, LLC | 0.31% | Add +1.1% | 17,301 | $1.4M |
| SteelPeak Wealth, LLC | 0.04% | Add +1.7% | 17,162 | $1.4M |
| Walkner Condon Financial Advisors LLC | 0.16% | Reduce -0.5% | 17,154 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.02% | Reduce -9.3% | 16,913 | $1.4M |
| Harbor Investment Advisory, LLC | 0.10% | No change | 16,599 | $1.4M |
| MB Generational Wealth, LLC | 0.67% | No change | 16,533 | $1.4M |
| Squire Investment Management Company, LLC | 0.32% | Add +2.8% | 16,336 | $1.3M |
| Clearstead Advisors, LLC | 0.01% | Add +1.0% | 16,133 | $1.3M |
| UMB Bank, n.a. | 0.02% | Reduce -12.2% | 16,033 | $1.3M |
| Sterling Financial Planning, Inc. | 0.36% | Reduce -3.4% | 15,997 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +8.0% | 15,974 | $1.3M |
| Monument Group Wealth Advisors, LLC | 0.63% | Reduce -9.8% | 15,879 | $1.3M |
| Forefront Wealth Partners, LLC | 0.40% | Add +152.5% | 15,655 | $1.3M |
| Avidian Wealth Enterprises, LLC | 0.03% | Reduce -0.4% | 15,283 | $1.3M |
| Wealthcare Capital Management LLC | 0.12% | Reduce -5.8% | 15,219 | $1.3M |
| TAGStone Capital, Inc. | 0.40% | Reduce -4.4% | 15,209 | $1.3M |
| Arkadios Wealth Advisors | 0.02% | Add +1.5% | 15,182 | $1.2M |
| Tortoise Investment Management, LLC | 0.09% | Reduce -3.0% | 15,081 | $1.2M |
| Great Point Wealth Advisors, LLC | 0.20% | Reduce -24.7% | 15,052 | $1.2M |
| RBF Capital, LLC | 0.05% | No change | 15,000 | $1.2M |
| Magnus Financial Group LLC | 0.09% | Add +3.8% | 14,825 | $1.2M |
| Meramec Financial Planners, LLC | 0.44% | Reduce -3.4% | 14,584 | $1.2M |
| Toronto Dominion Bank | 0.00% | Add +163877.8% | 14,758 | $1.2M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 14,528 | $1.2M |
| Berkeley, Inc | 0.37% | Reduce -6.5% | 14,218 | $1.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +2.8% | 13,985 | $1.2M |
| Aletheian Wealth Advisors LLC | 0.49% | No change | 13,967 | $1.1M |
| Kelly Financial Group LLC | 0.26% | Reduce -1.0% | 13,955 | $1.1M |
| BayBridge Capital Group, LLC | 0.58% | Add +3.4% | 13,563 | $1.1M |
| Petersen Hastings Wealth Advisors Inc. | 0.09% | Reduce -0.3% | 13,520 | $1.1M |
| Deutsche Bank AG | 0.00% | Reduce -15.3% | 13,330 | $1.1M |
| Bokf, NA | 0.02% | Reduce -1.1% | 13,298 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | New | 13,126 | $1.1M |
| Wedmont Private Capital | 0.03% | Reduce -0.8% | 12,874 | $1.1M |
| Glenview Trust Co | 0.01% | Add +2.0% | 12,928 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.13% | Reduce -1.1% | 12,900 | $1.1M |
| Westmount Partners, LLC | 0.23% | Add +2.1% | 12,829 | $1.1M |
| Tobias Financial Advisors, Inc. | 0.13% | Reduce -0.1% | 12,645 | $1.0M |
| Keybank National Association | 0.00% | Add +6.5% | 12,578 | $1.0M |
| Flputnam Investment Management Co. | 0.01% | Reduce -4.9% | 12,495 | $1.0M |
| Tilson Financial Group, Inc. | 0.28% | Reduce -1.8% | 12,534 | $1.0M |
| Two Sigma Securities, LLC | 0.09% | New | 12,488 | $1.0M |
| Interchange Capital Partners, LLC | 0.19% | Reduce -20.6% | 12,388 | $1.0M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -13.5% | 12,336 | $1.0M |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +4.0% | 12,054 | $992K |
| Mason Investment Advisory Services, Inc. | 0.04% | Add +1.4% | 11,981 | $986K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.5% | 11,566 | $952K |
| Busey Bank | 0.02% | Reduce -13.4% | 11,563 | $951K |
| Whittier Trust Co. | 0.01% | No change | 11,213 | $950K |
| Wealthcare Capital Partners, LLC | 0.39% | Add +1.3% | 11,519 | $948K |
| Betterment LLC | 0.00% | Add +6.9% | 11,396 | $938K |
| Truepoint, Inc. | 0.02% | Reduce -8.1% | 11,357 | $934K |
| Smartleaf Asset Management LLC | 0.03% | No change | 11,274 | $929K |
| Apella Capital, LLC | 0.01% | Add +0.0% | 10,974 | $915K |
| Independent Advisor Alliance | 0.02% | Reduce -73.8% | 11,016 | $906K |
| Wealthspire Advisors, LLC | 0.00% | Add +19.1% | 10,927 | $899K |
| First American Trust, FSB | 0.05% | Reduce -60.7% | 10,893 | $896K |
| Independence Bank of Kentucky | 0.10% | No change | 10,807 | $889K |
| Family Wealth Partners, LLC | 0.27% | No change | 10,803 | $889K |
| Bedel Financial Consulting, Inc. | 0.08% | Add +0.1% | 10,604 | $872K |
| Equitable Holdings, Inc. | 0.01% | Reduce -89.3% | 10,496 | $864K |
| Savvy Advisors, Inc. | 0.02% | Reduce -19.9% | 10,456 | $860K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +1.4% | 10,412 | $857K |
| Accretive Wealth Partners, LLC | 0.20% | No change | 10,163 | $836K |
| Johnson Investment Counsel Inc. | 0.01% | Add +2.3% | 9,874 | $812K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.5% | 9,840 | $810K |
| 21 West Wealth Management LLC | 0.69% | Reduce -2.7% | 9,759 | $803K |
| HB Wealth Management, LLC | 0.00% | Reduce -0.1% | 9,726 | $800K |
| Mather Group, Llc. | 0.01% | Reduce -4.7% | 9,675 | $796K |
| Elyxium Wealth, LLC | 0.08% | Reduce -0.1% | 9,654 | $794K |
| GMO | 0.00% | Add +114.8% | 9,548 | $786K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -4.7% | 9,497 | $781K |
| Old Mission Capital LLC | 0.02% | Add +136.0% | 9,497 | $781K |
| Callan Family Office, LLC | 0.02% | Add +268.7% | 9,413 | $774K |
| REDW Wealth LLC | 0.28% | Reduce -1.3% | 9,353 | $769K |
| Rf&l Wealth Management, LLC | 0.52% | Add +0.0% | 9,250 | $761K |
| Harbor Group, Inc. | 0.09% | Add +1.1% | 9,212 | $758K |
| Lam Group, Inc. | 0.37% | No change | 9,155 | $753K |
| Financial Synergies Wealth Advisors, Inc. | 0.06% | Reduce -2.1% | 9,138 | $752K |
| Williams & Novak, LLC | 0.50% | No change | 9,043 | $744K |
| Dala Group, LLC | 0.61% | Reduce -0.1% | 8,990 | $740K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Reduce -2.4% | 8,988 | $739K |
| Invesco Ltd. | 0.00% | Reduce -2.1% | 8,818 | $725K |
| Asset Dedication, LLC | 0.05% | Reduce -5.3% | 8,806 | $724K |
| Forum Financial Management, LP | 0.01% | Reduce -4.2% | 8,727 | $718K |
| Fidelis Capital Partners, LLC | 0.04% | Add +4.4% | 8,721 | $717K |
| Procyon Advisors, LLC | 0.03% | Reduce -0.7% | 8,646 | $711K |
| Windward Private Wealth Management Inc. | 0.22% | No change | 8,475 | $697K |
| First Horizon Corp. | 0.03% | Add +19.5% | 8,454 | $696K |
| William Howard & Co Financial Advisors Inc | 0.54% | Reduce -3.7% | 8,447 | $695K |
| DMC Group, LLC | 0.47% | Reduce -11.8% | 8,265 | $680K |
| Cibc World Market Inc. | 0.00% | No change | 8,252 | $679K |
| Smith Partners Wealth Management, LLC | 0.53% | Reduce -14.2% | 8,157 | $671K |
| First Western Trust Bank | 0.03% | No change | 8,137 | $669K |
| Johnson Financial Group, LLC | 0.04% | Reduce -0.7% | 8,113 | $667K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.7% | 8,049 | $662K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 8,044 | $662K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +1.1% | 8,036 | $661K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.7% | 8,023 | $660K |
| Brucke Financial, Inc. | 0.29% | Add +6.5% | 7,986 | $657K |
| Global View Capital Management LLC | 0.13% | Add +19.1% | 7,924 | $652K |
| Advisory Solutions Group, LLC | 0.22% | — | 7,886 | $649K |
| Cutler Investment Counsel LLC | 0.06% | Reduce -3.0% | 7,819 | $643K |
| Strategic Blueprint, LLC | 0.03% | Add +0.2% | 7,738 | $637K |
| Commerce Bank | 0.00% | Add +44.8% | 7,712 | $634K |
| RiverGlades Family Offices LLC | 0.29% | New | 7,701 | $634K |
| Integrity Wealth Solutions LLC | 0.23% | Add +2.0% | 7,684 | $632K |
| Ancora Advisors LLC | 0.01% | No change | 7,677 | $632K |
| Gladwyn Financial Advisors, Inc. | 0.39% | No change | 7,579 | $624K |
| Pitcairn Wealth Advisors LLC | 0.07% | No change | 7,558 | $622K |
| Coppell Advisory Solutions LLC | 0.05% | New | 46 | $620K |
| Financial Harvest, LLC | 0.26% | No change | 7,534 | $620K |
| McAdam, LLC | 0.02% | Reduce -17.1% | 7,522 | $619K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -0.8% | 7,461 | $614K |
| Ascent Group, LLC | 0.02% | Reduce -8.2% | 7,390 | $608K |
| Matters Capital LLC | 0.43% | Add +0.1% | 7,387 | $608K |
| Athena Investment Management | 0.36% | No change | 7,380 | $607K |
| McLean Asset Management Corp | 0.08% | Reduce -30.6% | 7,233 | $607K |
| Alliancebernstein L.P. | 0.00% | Add +56.9% | 7,718 | $605K |
| Twin Focus Capital Partners, LLC | 0.06% | No change | 7,320 | $602K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.1% | 7,282 | $599K |
| NewEdge Wealth, LLC | 0.01% | Add +13.7% | 7,274 | $598K |
| Rebalance, LLC | 0.03% | Add +1.4% | 7,205 | $593K |
| Causeway Capital Management LLC | 0.01% | No change | 7,100 | $584K |
| Capital Group Private Client Services, Inc. | 0.01% | Reduce -0.9% | 7,025 | $578K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Add +0.1% | 6,981 | $574K |
| Morton Capital Management LLC | 0.08% | Add +1.4% | 6,973 | $574K |
| May Hill Capital, LLC | 0.12% | Reduce -2.0% | 6,872 | $565K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -6.0% | 6,843 | $563K |
| Tranquility Partners, LLC | 0.19% | No change | 6,837 | $562K |
| Retirement Planning Group, LLC | 0.01% | Reduce -0.2% | 6,826 | $562K |
| AE Wealth Management LLC | 0.00% | Reduce -11.7% | 6,804 | $560K |
| Courage Miller Partners, LLC | 0.14% | Add +0.3% | 6,607 | $544K |
| Becker Capital Management Inc. | 0.01% | No change | 6,584 | $542K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -0.0% | 22,526 | $537K |
| Headinvest, LLC | 0.10% | No change | 6,480 | $533K |
| Janney Montgomery Scott LLC | 0.00% | New | 6,439 | $530K |
| Sentinel Wealth Management, Inc. | 0.37% | No change | 6,426 | $529K |
| Arax Advisory Partners | 0.00% | Add +172.6% | 6,382 | $525K |
| Lake Street Private Wealth, LLC | 0.06% | Add +0.8% | 6,361 | $523K |
| Bridge Generations Wealth Management LLC | 0.26% | No change | 6,262 | $515K |
| Peloton Wealth Strategists | 0.20% | Add +3.1% | 6,236 | $513K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +1.8% | 6,219 | $512K |
| Index Fund Advisors, Inc. | 0.02% | Reduce -2.9% | 6,188 | $509K |
| Winnacle Wealth LLC | 0.35% | Add +10.9% | 6,177 | $508K |
| Brickley Wealth Management | 0.07% | No change | 6,143 | $505K |
| Richard P Slaughter Associates Inc | 0.10% | No change | 6,108 | $503K |
| Nwam LLC | 0.02% | Reduce -5.8% | 5,996 | $493K |
| Independent Financial Group, LLC | 0.01% | Add +36.4% | 5,972 | $491K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -7.2% | 5,861 | $482K |
| Pinnacle Wealth Planning Services, Inc. | 0.05% | Reduce -4.0% | 5,852 | $481K |
| Sierra Capital LLC | 0.05% | No change | 5,723 | $471K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +40.5% | 5,666 | $466K |
| Foundations Investment Advisors, LLC | 0.00% | Add +23.0% | 5,651 | $465K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 5,623 | $463K |
| Empower Advisory Group, LLC | 0.00% | Reduce -2.1% | 5,623 | $463K |
| Braun-Bostich & Associates Inc. | 0.26% | Reduce -2.5% | 5,590 | $460K |
| Hexagon Capital Partners LLC | 0.06% | Add +3.9% | 5,539 | $456K |
| Integrated Advisors Network LLC | 0.02% | Add +1.7% | 5,464 | $450K |
| Michael Brady & Co., LLC | 0.40% | No change | 5,449 | $448K |
| Samalin Investment Counsel, LLC | 0.14% | Reduce -0.4% | 5,441 | $448K |
| Montecito Bank & Trust | 0.07% | Reduce -3.0% | 5,436 | $447K |
| GW&K Investment Management, LLC | 0.00% | No change | 5,402 | $444K |
| Discipline Wealth Solutions, LLC | 0.04% | Reduce -1.8% | 5,380 | $443K |
| Simplicity Wealth,LLC | 0.01% | Reduce -8.7% | 5,273 | $434K |
| Freestone Capital Holdings, LLC | 0.01% | Add +55.7% | 5,256 | $432K |
| Cornerstone Wealth Advisors, Inc. | 0.09% | Reduce -0.3% | 5,255 | $432K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +16.6% | 5,147 | $424K |
| Vista Investment Management | 0.13% | Reduce -1.5% | 5,098 | $419K |
| ARK & TLK Investments, LLC | 0.10% | No change | 5,069 | $417K |
| KFA Private Wealth Group, LLC | 0.10% | Add +24.0% | 5,044 | $415K |
| Compass Ion Advisors, LLC | 0.04% | Reduce -0.3% | 5,043 | $415K |
| Rathbones Group PLC | 0.00% | Add +0.9% | 5,036 | $414K |
| Wedbush Securities Inc. | 0.01% | Add +0.8% | 5,013 | $412K |
| Fort Vancouver Investment Management, LLC | 0.19% | Reduce -5.6% | 4,985 | $410K |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | 0.31% | No change | 4,820 | $397K |
| Uptick Partners, LLC | 0.06% | Add +4.7% | 4,713 | $388K |
| Biltmore Family Office, LLC | 0.05% | No change | 4,665 | $384K |
| Fiduciary Advisors, Inc. | 0.26% | Add +1.0% | 4,626 | $381K |
| Armstrong, Fleming & Moore, Inc | 0.13% | Reduce -3.1% | 4,616 | $380K |
| Kavar Capital Partners Group, LLC | 0.05% | Reduce -0.6% | 4,609 | $379K |
| Citigroup Inc. | 0.00% | Reduce -1.2% | 4,572 | $376K |
| Crescent Grove Advisors, LLC | 0.03% | Add +1.4% | 4,568 | $376K |
| Prospera Financial Services Inc | 0.01% | Reduce -37.6% | 4,509 | $371K |
| Factor Wealth Management LTD | 0.06% | Reduce -33.6% | 4,443 | $366K |
| Galvin, Gaustad & Stein, LLC | 0.03% | Reduce -0.6% | 4,425 | $364K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 4,421 | $364K |
| LongView Wealth Management | 0.09% | Add +0.8% | 4,414 | $363K |
| Embree Financial Group | 0.04% | Reduce -5.3% | 4,403 | $362K |
| Regions Financial Corp. | 0.00% | Reduce -3.1% | 4,386 | $361K |
| Collective Family Office LLC | 0.07% | Reduce -4.0% | 4,299 | $354K |
| Rockingstone Advisors LLC | 0.14% | No change | 4,245 | $349K |
| Belleair Asset Management, LLC | 0.29% | No change | 4,203 | $346K |
| Latitude Advisors, LLC | 0.14% | Reduce -1.8% | 4,201 | $346K |
| Mullaney, Keating & Wright, Inc. | 0.17% | Add +1.3% | 4,192 | $345K |
| Valeo Financial Advisors, LLC | 0.01% | Add +6.6% | 4,161 | $342K |
| Stephens Inc. | 0.00% | No change | 4,160 | $342K |
| BOK Financial Private Wealth, Inc. | 0.02% | Reduce -13.9% | 4,100 | $337K |
| Fortis Capital Advisors, LLC | 0.04% | Reduce -7.4% | 4,091 | $337K |
| Belpointe Asset Management LLC | 0.01% | Reduce -7.4% | 4,091 | $337K |
| Legacy Edge Advisors, LLC | 0.03% | Add +6.2% | 4,087 | $336K |
| Vannoy Advisory Group, Inc. | 0.19% | Reduce -5.6% | 4,086 | $336K |
| Wealth Preservation Advisors, LLC | 0.19% | No change | 4,063 | $334K |
| GFS Advisors, LLC | 0.04% | Reduce -79.4% | 6,981 | $330K |
| Modern Wealth Management, LLC | 0.00% | Add +0.1% | 3,996 | $329K |
| Truefg, LLC | 0.08% | Add +0.1% | 3,980 | $327K |
| Wealthfront Advisers LLC | 0.00% | Add +23.1% | 3,976 | $327K |
| Garrison Point Advisors, LLC | 0.13% | Add +0.6% | 3,927 | $323K |
| MFA Wealth Services | 0.19% | Add +1.2% | 3,919 | $322K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 3,795 | $317K |
| Eagle Rock Investment Company, LLC | 0.04% | Reduce -0.9% | 3,801 | $313K |
| Beckerman Institutional, LLC | 0.15% | Reduce -5.0% | 3,799 | $313K |
| Hemenway Trust Co LLC | 0.02% | No change | 3,700 | $304K |
| First Interstate Bank | 0.02% | Reduce -34.6% | 3,700 | $304K |
| Stevens Capital Partners | 0.06% | Reduce -33.7% | 3,696 | $304K |
| Jacobs Equity LLC | 0.21% | No change | 3,684 | $303K |
| Meridian Financial Advisors, LLC | 0.15% | Reduce -7.5% | 3,675 | $302K |
| Up Strategic Wealth Investment Advisors LLC | 0.18% | No change | 3,451 | $297K |
| Canandaigua National Bank & Trust Co. | 0.02% | — | 3,584 | $295K |
| Dynamic Financial Group | 0.22% | No change | 3,577 | $294K |
| Bestgate Wealth Advisors, LLC | 0.47% | Reduce -14.1% | 3,575 | $294K |
| Cornerstone Financial Management LLC | 0.23% | Add +0.1% | 3,555 | $292K |
| Greenspring Advisors, LLC | 0.02% | No change | 3,536 | $291K |
| RiverFront Investment Group, LLC | 0.00% | New | 3,534 | $291K |
| Columbus Macro, LLC | 0.03% | Add +5.2% | 3,528 | $290K |
| Key Financial Inc | 0.05% | No change | 3,504 | $288K |
| Upper Left Wealth Management, LLC | 0.16% | Add +1.0% | 3,498 | $288K |
| LPWM LLC | 0.06% | Add +5.2% | 3,489 | $287K |
| Stone Summit Wealth LLC | 0.07% | Reduce -0.7% | 3,483 | $287K |
| Trust Co. of Vermont | 0.01% | — | 3,483 | $287K |
| Ceera Investments, LLC | 0.12% | No change | 3,475 | $286K |
| Mosaic Financial Group, LLC | 0.18% | Add +10.5% | 3,422 | $282K |
| Root Financial Partners, LLC | 0.01% | Add +177.8% | 3,392 | $279K |
| Diversify Advisory Services, LLC | 0.00% | New | 3,323 | $277K |
| Diversify Wealth Management, LLC | 0.00% | Add +0.3% | 3,323 | $277K |
| Frazier Financial Advisors, LLC | 0.14% | No change | 3,355 | $276K |
| Fee-Only Financial Planning, L.C. | 0.15% | No change | 3,350 | $276K |
| Essex Financial Services, Inc. | 0.01% | Add +6.1% | 3,340 | $275K |
| Davidson Trust Co. | 0.11% | No change | 3,335 | $274K |
| Sentinel Advisory Group, LLC | 0.11% | Add +0.5% | 3,323 | $273K |
| Thrivent Financial for Lutherans | 0.00% | Add +9.4% | 3,268 | $269K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -45.9% | 3,225 | $265K |
| Segment Wealth Management, LLC | 0.01% | No change | 3,170 | $261K |
| Facet Wealth, Inc. | 0.00% | New | 3,163 | $260K |
| Aspect Partners, LLC | 0.10% | Reduce -98.7% | 3,111 | $256K |
| Foster Victor Wealth Advisors, LLC | 0.01% | Add +0.3% | 3,054 | $254K |
| CoreCap Advisors, LLC | 0.01% | Reduce -0.9% | 3,075 | $253K |
| Aurelius Family Office LLC | 0.10% | No change | 3,049 | $251K |
| Prospera Capital Management, LLC | 0.08% | New | 2,959 | $251K |
| Linscomb Wealth, Inc. | 0.01% | Reduce -12.4% | 3,044 | $250K |
| NorthRock Partners, LLC | 0.00% | Reduce -0.3% | 3,018 | $248K |
| Colorado Capital Management, Inc. | 0.08% | No change | 3,017 | $248K |
| XTX Topco Ltd | 0.00% | New | 3,013 | $248K |
| Meeder Advisory Services, Inc. | 0.01% | New | 2,998 | $247K |
| Michels Family Financial, LLC | 0.16% | Add +0.5% | 2,960 | $244K |
| Heck Capital Advisors, LLC | 0.01% | No change | 2,960 | $244K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,938 | $242K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 2,894 | $238K |
| Claris Advisors, LLC / Mo / | 0.06% | No change | 2,890 | $238K |
| Werba Rubin Papier Wealth Management | 0.03% | Add +1.1% | 2,874 | $236K |
| Sigma Planning Corp | 0.01% | Reduce -11.3% | 2,853 | $235K |
| GHP Investment Advisors, Inc. | 0.01% | No change | 2,850 | $234K |
| Berger Financial Group, Inc | 0.01% | Add +0.2% | 2,769 | $228K |
| Note Advisors, LLC | 0.10% | Reduce -0.2% | 2,764 | $227K |
| Corepath Wealth Partners LLC | 0.14% | No change | 2,749 | $227K |
| Granite Harbor Advisors, Inc. | 0.09% | No change | 2,761 | $227K |
| Maltin Wealth Management, Inc. | 0.08% | Reduce -19.2% | 2,747 | $226K |
| Vistica Wealth Advisors, LLC | 0.20% | No change | 2,743 | $226K |
| Ground Swell Capital, LLC | 0.24% | New | 2,715 | $223K |
| Montis Financial, LLC | 0.04% | Add +0.9% | 2,675 | $220K |
| Naples Global Advisors, LLC | 0.01% | No change | 2,648 | $218K |
| SJS Investment Consulting Inc. | 0.02% | Reduce -5.2% | 2,638 | $217K |
| Greenleaf Trust | 0.00% | No change | 2,632 | $217K |
| AdvisorNet Financial, Inc | 0.01% | Add +1.8% | 2,605 | $214K |
| Krilogy Financial LLC | 0.01% | Reduce -9.1% | 2,564 | $211K |
| New Covenant Trust Company, N.A. | 0.16% | No change | 2,552 | $210K |
| Fingerlakes Wealth Management, Inc. | 0.11% | New | 2,544 | $209K |
| Benjamin Edwards Inc. | 0.00% | Reduce -1.1% | 2,528 | $208K |
| Curio Wealth, LLC | 0.06% | No change | 2,522 | $207K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -11.8% | 2,486 | $205K |
| Lynx Investment Advisory | 0.07% | New | 2,468 | $203K |
| Gemmer Asset Management LLC | 0.01% | New | 2,468 | $203K |
| Park Place Capital Corp | 0.03% | Reduce -2.4% | 2,463 | $203K |
| Guidance Capital, Inc. | 0.04% | New | 2,411 | $201K |
| Princeton Global Asset Management LLC | 0.03% | Reduce -0.6% | 2,399 | $197K |
| Pinney & Scofield, Inc. | 0.10% | No change | 2,390 | $197K |
| Phillips Financial Management, LLC | 0.01% | No change | 2,334 | $192K |
| Longview Financial Advisors LLC | 0.08% | No change | 2,036 | $168K |
| AlphaCore Capital LLC | 0.00% | Add +175.5% | 1,945 | $160K |
| Owl Creek Wealth Partners LLC | 0.05% | Add +12.7% | 1,909 | $157K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.7% | 1,900 | $156K |
| Bayban | 0.12% | No change | 1,900 | $156K |
| Miller Global Investments, LLC | 0.13% | Reduce -16.2% | 1,843 | $152K |
| Highline Wealth Partners LLC | 0.03% | Add +1.2% | 1,787 | $147K |
| Glassman Wealth Services | 0.02% | No change | 1,786 | $147K |
| New Republic Capital, LLC | 0.03% | New | 1,785 | $147K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1.3% | 1,772 | $146K |
| CDKV Holdings LLC | 0.11% | Reduce -0.6% | 1,766 | $145K |
| TFC Financial Management, Inc. | 0.02% | Reduce -7.3% | 1,726 | $142K |
| City Holding Co. | 0.02% | New | 1,700 | $140K |
| Sage Mountain Advisors LLC | 0.01% | No change | 1,695 | $139K |
| Wolff Wiese Magana LLC | 0.06% | Add +0.4% | 1,638 | $135K |
| Tanglewood Legacy Advisors, LLC | 0.04% | No change | 1,615 | $133K |
| Lanark Financial, Inc. | 0.01% | No change | 1,614 | $133K |
| Creekmur Asset Management LLC | 6.42% | New | 1,614 | $133K |
| Bravera Wealth | 0.05% | No change | 1,548 | $127K |
| GAMMA Investing LLC | 0.00% | No change | 1,481 | $122K |
| Spire Wealth Management | 0.00% | Reduce -22.7% | 1,469 | $121K |
| Horizon Bancorp Inc. | 0.06% | No change | 1,456 | $120K |
| Creative Financial Designs Inc. | 0.01% | Add +35.1% | 1,439 | $118K |
| WealthCollab, LLC | 0.04% | No change | 1,332 | $110K |
| Institute for Wealth Management, LLC. | 0.01% | New | 1,262 | $104K |
| Capital Advisors, Ltd. LLC | 0.01% | Reduce -27.5% | 1,254 | $103K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +19.8% | 1,209 | $99K |
| Rothschild Investment LLC | 0.00% | Add +0.2% | 1,181 | $97K |
| Addison Advisors LLC | 0.04% | No change | 1,159 | $95K |
| Grove Bank & Trust | 0.01% | No change | 1,130 | $93K |
| Private Trust Co. NA | 0.01% | Reduce -2.6% | 1,129 | $93K |
| Burkett Financial Services, LLC | 0.03% | Add +1.4% | 1,123 | $92K |
| Copia Wealth Management | 0.06% | Add +31.0% | 1,120 | $92K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 1,089 | $90K |
| Finley Financial, LLC | 0.03% | Add +16.7% | 1,050 | $86K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,041 | $86K |
| Teachers Insurance & Annuity Association of America | 0.09% | No change | 1,036 | $85K |
| Elevation Wealth Partners, LLC | 0.02% | Add +1.4% | 976 | $80K |
| Old Second National Bank of Aurora | 0.01% | No change | 922 | $76K |
| High Note Wealth, LLC | 0.01% | No change | 901 | $74K |
| Park National Corp. | 0.00% | Reduce -4.3% | 890 | $73K |
| JDM Financial Group LLC | 0.02% | No change | 875 | $72K |
| CENTRAL TRUST Co | 0.00% | No change | 850 | $70K |
| Oakmont Advisory Group, LLC | 0.06% | New | 840 | $69K |
| Elevate Wealth Advisory, Inc. | 0.04% | Reduce -12.7% | 838 | $69K |
| St Germain D J Co. Inc. | 0.00% | Add +126.4% | 806 | $66K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.05% | No change | 802 | $66K |
| Kilter Group LLC | 0.02% | No change | 792 | $65K |
| Maryland Capital Advisors Inc. | 0.02% | — | 770 | $63K |
| Harbor Asset Planning, Inc. | 0.05% | Add +1.5% | 764 | $63K |
| Montag A & Associates Inc. | 0.00% | No change | 760 | $63K |
| Vanguard National Trust Co | 0.00% | No change | 750 | $62K |
| City State Bank | 0.01% | No change | 722 | $59K |
| International Assets Investment Management, LLC | 0.00% | Add +593.2% | 714 | $59K |
| JNBA Financial Advisors | 0.00% | No change | 700 | $58K |
| Gables Capital Management Inc. | 0.02% | No change | 688 | $57K |
| Vanguard Advisers Inc. | 0.00% | Add +4.6% | 686 | $56K |
| MeadowBrook Investment Advisors LLC | 0.04% | No change | 663 | $55K |
| Bitterroot Capital Advisors LLC | 0.03% | No change | 646 | $53K |
| Caldwell Sutter Capital, Inc. | 0.02% | No change | 624 | $51K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 623 | $51K |
| Signaturefd, LLC | 0.00% | Reduce -47.4% | 606 | $50K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 570 | $47K |
| Perkins Coie Trust Co | 0.01% | No change | 568 | $47K |
| Align Financial, LLC | 0.02% | No change | 534 | $44K |
| Tradewinds Capital Management, LLC | 0.01% | Add +3.7% | 527 | $43K |
| American National Bank & Trust | 0.00% | Add +48.0% | 521 | $43K |
| Atlantic Edge Private Wealth Management, LLC | 0.01% | No change | 516 | $42K |
| High Point Wealth Management, LLC | 0.03% | No change | 500 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -16.9% | 497 | $41K |
| Howe & Rusling Inc. | 0.00% | Add +274.4% | 483 | $40K |
| Angeles Wealth Management, LLC | 0.00% | No change | 463 | $38K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 451 | $37K |
| MCF Advisors LLC | 0.00% | No change | 451 | $37K |
| Fairway Wealth LLC | 0.01% | Add +1.4% | 434 | $36K |
| N.E.W. Advisory Services LLC | 0.00% | New | 429 | $35K |
| Cambient Family Office, LLC | 0.00% | No change | 406 | $33K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 405 | $33K |
| Dunhill Financial, LLC | 0.01% | Add +76.1% | 405 | $33K |
| Gen-Wealth Partners Inc | 0.01% | No change | 395 | $32K |
| Colonial Trust Co / SC | 0.00% | No change | 388 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.4% | 370 | $30K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 369 | $30K |
| Benson Wealth Management INC | 0.03% | No change | 361 | $30K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +6.8% | 359 | $29K |
| Sunrise Financial Services, LLC | 0.02% | No change | 350 | $29K |
| Tucker Asset Management LLC | 0.01% | No change | 345 | $28K |
| SHP Wealth Management | 0.00% | Reduce -5.3% | 341 | $28K |
| IFG Advisory, LLC | 0.00% | New | 340 | $28K |
| NFSG Corp | 0.00% | No change | 334 | $27K |
| MRP Capital Investments, LLC | 0.02% | No change | 331 | $27K |
| IAG Wealth Partners, LLC | 0.00% | No change | 326 | $27K |
| Strive Financial Group ,LLC | 0.01% | No change | 317 | $26K |
| Hantz Financial Services, Inc. | 0.00% | Add +12.4% | 318 | $26K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -13.9% | 309 | $26K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 299 | $25K |
| Medallion Wealth Advisors, LLC | 0.01% | Add +50.3% | 293 | $24K |
| Coston, McIsaac & Partners | 0.00% | No change | 301 | $24K |
| Key Capital Management, INC | 0.01% | Reduce -42.3% | 291 | $24K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 291 | $24K |
| Register Financial Advisors LLC | 0.01% | Reduce -70.5% | 288 | $24K |
| Pacifica Partners Inc. | 0.01% | No change | 278 | $23K |
| Tsfg, LLC | 0.00% | No change | 279 | $23K |
| Dogwood Wealth Management LLC | 0.01% | No change | 274 | $23K |
| Bogart Wealth, LLC | 0.00% | No change | 274 | $23K |
| Marquette Asset Management, LLC | 0.00% | No change | 264 | $22K |
| Corsicana & Co. | 0.01% | No change | 261 | $21K |
| Tompkins Financial Corp. | 0.00% | No change | 261 | $21K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.9% | 260 | $21K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +53.3% | 256 | $21K |
| Nemes Rush Group LLC | 0.00% | No change | 256 | $21K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 251 | $21K |
| Salem Investment Counselors Inc. | 0.00% | No change | 250 | $21K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 230 | $19K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 222 | $19K |
| KERR FINANCIAL PLANNING Corp | 0.02% | No change | 220 | $18K |
| Wagner Wealth Management, LLC | 0.00% | New | 214 | $18K |
| Thompson Investment Management, Inc. | 0.00% | Reduce -23.6% | 211 | $17K |
| Rosenberg Matthew Hamilton | 0.00% | Add +573.3% | 202 | $17K |
| Lodestone Wealth Management LLC | 0.01% | No change | 200 | $16K |
| Downshift Financial, LLC | 0.01% | New | 194 | $16K |
| S&T Bank | 0.00% | No change | 191 | $16K |
| Eastern Bank | 0.00% | Add +13.1% | 181 | $15K |
| 1015 Capital Partners, LLC | 0.01% | No change | 170 | $14K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Add +1.2% | 167 | $14K |
| CNB Bank | 0.01% | No change | 165 | $14K |
| Financial Perspectives, Inc | 0.00% | Add +1.3% | 162 | $13K |
| Robinswood Financial LLC | 0.00% | Add +1.3% | 160 | $13K |
| First Pacific Financial | 0.00% | Add +1.3% | 157 | $13K |
| Monetary Solutions, Ltd | 0.01% | No change | 157 | $13K |
| Newton One Investments LLC | 0.00% | Add +1.3% | 153 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 153 | $13K |
| Tounjian Advisory Partners, LLC | 0.01% | New | 147 | $12K |
| Elevated Capital Advisors, LLC | 0.00% | No change | 143 | $12K |
| Avion Wealth | 0.00% | Add +1.4% | 143 | $11K |
| CX Institutional | 0.00% | Reduce -5.1% | 130 | $11K |
| Spectrum Wealth Advisory Group, LLC | 0.00% | New | 125 | $10K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 125 | $10K |
| Vima LLC | 0.01% | — | 124 | $10K |
| Dorato Capital Management | 0.01% | No change | 120 | $10K |
| CVA Family Office, LLC | 0.00% | No change | 120 | $10K |
| Networth Advisors, LLC | 0.01% | Reduce -27.7% | 120 | $10K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 119 | $10K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 117 | $10K |
| Rogco, LP | 0.00% | New | 113 | $9K |
| Hilton Head Capital Partners, LLC | 0.00% | Add +1.0% | 102 | $8K |
| Arlington Trust Co LLC | 0.00% | No change | 100 | $8K |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 96 | $8K |
| United Financial Planning Group LLC | 0.00% | No change | 95 | $8K |
| Blue Trust, Inc. | 0.00% | Add +143.6% | 95 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 87 | $7K |
| Versant Capital Management, Inc | 0.00% | No change | 87 | $7K |
| Covestor Ltd | 0.00% | Reduce -17.2% | 82 | $7K |
| Essential Investment Partners LLC | 0.01% | No change | 80 | $7K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 77 | $6K |
| Citizens National Bank Trust Department | 0.00% | No change | 75 | $6K |
| Piscataqua Savings Bank | 0.00% | New | 75 | $6K |
| Wilkerson Advisory Group LLC | 0.00% | New | 74 | $6K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 74 | $6K |
| Burk Holdings LLC | 0.00% | No change | 71 | $6K |
| Bell Investment Advisors, Inc | 0.00% | No change | 70 | $6K |
| Walsh & Associates, LLC | 0.00% | New | 67 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Add +27.4% | 65 | $5K |
| McDonald Partners LLC | 0.00% | New | 64 | $5K |
| First Community Trust NA | 0.00% | No change | 62 | $5K |
| Concord Wealth Partners | 0.00% | New | 61 | $5K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 58 | $5K |
| YANKCOM Partnership | 0.00% | No change | 58 | $5K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 57 | $5K |
| Oakworth Capital, Inc. | 0.00% | No change | 54 | $4K |
| Valley National Advisers Inc. | 0.00% | No change | 54 | $4K |
| Hickory Point Bank & Trust | 0.00% | No change | 53 | $4K |
| Winch Advisory Services, LLC | 0.00% | No change | 40 | $4K |
| EPG Wealth Management LLC | 0.00% | Add +2.2% | 46 | $4K |
| PlanVest Financial, Inc | 0.00% | No change | 45 | $4K |
| Fiduciary Financial Advisors | 0.00% | New | 45 | $4K |
| Trust Co. of Toledo NA | 0.00% | Add +91.3% | 44 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 44 | $4K |
| Anchor Investment Management, LLC | 0.00% | No change | 42 | $3K |
| IMG Wealth Management, Inc. | 0.00% | Add +11.1% | 40 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 40 | $3K |
| Providence Capital Advisors, LLC | 0.00% | No change | 34 | $3K |
| Founders Financial Alliance, LLC | 0.00% | No change | 29 | $2K |
| Roxbury Financial LLC | 0.00% | No change | 28 | $2K |
| SYM FINANCIAL Corp | 0.00% | No change | 25 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -55.4% | 25 | $2K |
| Synergy Investment Management, LLC | 0.00% | Add +10.0% | 22 | $2K |
| Markowski Investments | 0.00% | — | 22 | $2K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | Add +4.8% | 22 | $2K |
| Pittenger & Anderson Inc. | 0.00% | New | 20 | $2K |
| Wealth Enhancement Trust Services, Inc. | 0.00% | No change | 15 | $1K |
| Lloyd Advisory Services, LLC. | 0.00% | Add +225.0% | 13 | $1K |
| Powell Investment Advisors, LLC | 0.00% | New | 13 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 13 | $1K |
| Investment Counsel Co. of Nevada | 0.00% | New | 12 | $988 |
| Archer Investment Corp | 0.00% | Reduce -82.6% | 12 | $987 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $829 |
| Sfam, LLC | 0.00% | New | 8 | $658 |
| Planning Strategies Inc. | 0.00% | — | 8 | $658 |
| Talon Private Wealth, LLC | 0.00% | New | 7 | $586 |
| Silver Grove Financial Group, Inc. | 0.00% | No change | 7 | $576 |
| Hollencrest Capital Management | 0.00% | No change | 7 | $576 |
| Alerus Financial NA | 0.00% | No change | 6 | $494 |
| Cape Investment Advisory, Inc. | 0.00% | New | 3 | $247 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -25.0% | 3 | $231 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $103 |
"% 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.