iShares 0-3 Month Treasury BSGOVETF
13F holders, Q3 2025 (September 30)994holders +69
144new positions
71sold out
7famous investors
$100.32avg. 13F price*
At the end of Q3 2025, 994 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 69 from Q2 2025. 144 opened new positions and 71 sold out. The largest holders were Bank of America Corp. ($995.3M), Potomac Fund Management Inc. ($942.0M) and Morgan Stanley ($830.9M). 7 famous investors held it, including Joel Greenblatt (0.7% of Gotham Asset Management's portfolio), Chris Bloomstran (0.1% of Semper Augustus Investments's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares 0-3 Month Treasury B
- CUSIP
- 46436E718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 144 | $618.5M |
| Exits | 71 | $96.9M |
All 13F filers, Q2 2025 → Q3 2025: 28,105,694 shares bought and 28,520,016 shares sold, net −414,322 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 994 holders
| Bank of America Corp. | 0.07% | Reduce -6.4% | 9,883,761 | $995.3M |
| Potomac Fund Management Inc. | 39.88% | Add +55.6% | 9,354,069 | $942.0M |
| Morgan Stanley | 0.05% | Reduce -1.7% | 8,251,307 | $830.9M |
| LPL Financial LLC | 0.23% | Add +9.7% | 7,899,551 | $795.5M |
| Raymond James Financial Inc. | 0.08% | Add +8.7% | 2,620,250 | $263.9M |
| Confluence Investment Management LLC | 3.74% | Add +9.7% | 2,599,958 | $261.8M |
| GM Advisory Group, LLC | 11.00% | Add +112.2% | 2,569,599 | $258.8M |
| Osaic Holdings, Inc. | 0.35% | Add +7.6% | 2,490,297 | $250.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -32.5% | 2,061,849 | $207.6M |
| UBS Group AG | 0.04% | Reduce -4.7% | 2,036,865 | $205.1M |
| Cetera Investment Advisers | 0.23% | Reduce -8.7% | 1,940,266 | $195.4M |
| Ameriprise Financial Inc. | 0.04% | Reduce -59.1% | 1,930,381 | $194.5M |
| NorthRock Partners, LLC | 3.43% | Add +8.0% | 1,882,125 | $189.5M |
| Wealth Enhancement Advisory Services, LLC | 0.29% | Add +9.6% | 1,880,004 | $188.8M |
| Cerity Partners LLC | 0.30% | Reduce -24.8% | 1,861,672 | $187.5M |
| Captrust Financial Advisors | 0.38% | Add +3.7% | 1,847,500 | $186.0M |
| CIBC Private Wealth Group LLC | 0.31% | Add +14.9% | 1,806,261 | $181.9M |
| Synergy Asset Management, LLC | 6.21% | Add +287.0% | 1,704,567 | $171.6M |
| Aaron Wealth Advisors LLC | 10.04% | New | 1,649,615 | $166.1M |
| Gotham Asset Management | 0.68% | Add +107.3% | 1,552,170 | $156.3M |
| Waverly Advisors, LLC | 1.56% | Add +0.5% | 1,550,823 | $156.2M |
| Prudential Financial Inc. | 0.18% | Add +65.6% | 1,544,913 | $155.6M |
| Maxi Investments CY Ltd | 32.04% | Add +53.9% | 1,529,950 | $154.1M |
| Hamilton Capital Partners Inc. | 6.14% | Add +4.1% | 1,472,852 | $148.3M |
| Wells Fargo & Company | 0.03% | Add +4.1% | 1,432,045 | $144.2M |
| CX Institutional | 4.36% | Reduce -7.7% | 1,427,133 | $143.7M |
| MAI Capital Management | 0.90% | Reduce -1.3% | 1,427,033 | $143.7M |
| Royal Bank of Canada | 0.02% | Reduce -45.1% | 1,367,789 | $137.7M |
| Cynosure Group, LLC | 13.79% | Add +6.3% | 1,261,219 | $127.0M |
| Awm Capital, LLC | 11.34% | Reduce -5.9% | 1,238,462 | $124.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +5.7% | 1,205,033 | $121.3M |
| NorthCoast Asset Management LLC | 0.46% | Reduce -14.2% | 1,164,581 | $117.3M |
| Peapack Gladstone Financial Corp. | 1.47% | Add +10.3% | 1,124,189 | $113.2M |
| Cresset Asset Management, LLC | 0.48% | Reduce -32.0% | 1,081,871 | $108.9M |
| Sequoia Financial Advisors, LLC | 0.66% | Add +67.8% | 1,076,919 | $108.4M |
| Envestnet Asset Management Inc. | 0.03% | Add +6.5% | 1,019,354 | $102.6M |
| Mutual Advisors, LLC | 2.24% | Add +16.0% | 1,009,428 | $101.6M |
| Aristotle Capital Management, LLC | 0.19% | New | 996,169 | $100.3M |
| Focus Partners Wealth | 0.16% | Reduce -5.8% | 992,541 | $99.9M |
| Farther Finance Advisors, LLC | 1.47% | Add +53.4% | 968,018 | $97.5M |
| Woodley Farra Manion Portfolio Management Inc. | 4.54% | Reduce -15.2% | 957,761 | $96.4M |
| Peavine Capital, LLC | 19.77% | Add +41.0% | 950,951 | $95.8M |
| Stifel Financial Corp. | 0.08% | Add +24.4% | 923,312 | $93.0M |
| Cheviot Value Management, LLC | 9.31% | Reduce -0.1% | 869,383 | $87.5M |
| Balentine LLC | 3.19% | Reduce -14.8% | 859,516 | $86.6M |
| Alpha Wealth Funds, LLC | 70.17% | Add +27.0% | 851,807 | $85.8M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +9.1% | 839,446 | $84.5M |
| AlphaStar Capital Management, LLC | 7.21% | Reduce -2.8% | 1,484,085 | $83.7M |
| Elm Partners Management LLC | 4.07% | Reduce -36.1% | 805,218 | $81.1M |
| Composition Wealth, LLC | 1.18% | Reduce -5.9% | 784,560 | $79.0M |
| Cambridge Associates LLC /Ma/ | 1.45% | New | 782,642 | $78.8M |
| Titleist Asset Management, LLC | 6.57% | Add +18.0% | 742,045 | $74.7M |
| Selective Wealth Management, Inc. | 23.86% | Add +39.3% | 737,879 | $74.1M |
| Commonwealth Equity Services, LLC | 0.10% | Add +0.5% | 728,389 | $73.3M |
| BlackRock, Inc. | 0.00% | Add +57.4% | 722,634 | $72.8M |
| Advisors Capital Management, LLC | 0.89% | Reduce -24.0% | 707,230 | $71.2M |
| Axxcess Wealth Management, LLC | 1.45% | Add +2.4% | 679,337 | $68.4M |
| Aspen Capital Management, LLC | 17.42% | Add +6.8% | 678,724 | $68.3M |
| Sollinda Capital Management LLC | 18.72% | Reduce -3.4% | 678,216 | $68.3M |
| HighTower Advisors, LLC | 0.08% | Add +2.1% | 672,240 | $67.7M |
| Moneco Advisors, LLC | 5.60% | Add +9.4% | 666,085 | $67.1M |
| Avos Capital Management, LLC | 30.72% | Add +5.8% | 653,648 | $65.8M |
| Ridgepath Capital Management LLC | 27.83% | Add +1.3% | 647,593 | $65.2M |
| Raffa Wealth Management, LLC | 11.50% | Add +14.7% | 635,845 | $64.0M |
| Dynamic Financial Group | 53.42% | Add +13.6% | 611,051 | $61.5M |
| Flagship Harbor Advisors, LLC | 2.61% | Reduce -7.7% | 595,970 | $60.0M |
| Punch Card Management L.P. | 17.68% | No change | 566,000 | $57.0M |
| D.A. Davidson & Co. | 0.35% | Add +7.6% | 546,955 | $55.1M |
| Equity Investment Corp. | 1.15% | Reduce -40.7% | 543,572 | $54.7M |
| Marex Group Ltd | 0.65% | New | 524,860 | $52.9M |
| Peak Retirement Planning, Inc. | 14.88% | Add +1.3% | 524,601 | $52.8M |
| Arjuna Capital | 12.93% | Reduce -6.2% | 516,722 | $52.0M |
| AE Wealth Management LLC | 0.32% | Add +513.4% | 503,305 | $50.7M |
| Wealthfront Advisers LLC | 0.12% | Add +5.8% | 501,698 | $50.5M |
| Bleakley Financial Group, LLC | 1.17% | Add +14.4% | 500,952 | $50.4M |
| MML Investors Services, LLC | 0.13% | Add +20.1% | 492,326 | $49.6M |
| TLWM | 8.83% | Add +0.7% | 487,889 | $49.1M |
| Mesirow Financial Investment Management, Inc. | 0.85% | Add +20.9% | 474,512 | $47.8M |
| Lee Johnson Capital Management, LLC | 15.68% | Reduce -38.3% | 468,871 | $47.2M |
| Mercer Global Advisors Inc. | 0.08% | Add +2261.9% | 467,286 | $47.1M |
| GTS Securities LLC | 1.79% | Add +528.9% | 463,249 | $46.6M |
| Resonant Capital Advisors, LLC | 2.66% | Add +8.6% | 454,080 | $45.7M |
| Exencial Wealth Advisors, LLC | 1.47% | Add +9.3% | 446,509 | $45.0M |
| One Day In July LLC | 3.69% | Reduce -23.8% | 433,169 | $43.6M |
| Quantinno Capital Management LP | 0.12% | Add +15330.9% | 432,375 | $43.5M |
| Truist Financial Corp. | 0.06% | Add +24.9% | 427,151 | $43.0M |
| Mariner, LLC | 0.05% | Add +2.5% | 403,980 | $40.7M |
| Smithfield Trust Co | 1.81% | Add +2.5% | 402,456 | $40.5M |
| Oppenheimer Asset Management Inc. | 0.45% | Add +37.2% | 402,349 | $40.5M |
| Cwm, LLC | 0.12% | Add +278.8% | 396,671 | $39.9M |
| Belpointe Asset Management LLC | 1.50% | Reduce -1.1% | 390,824 | $39.4M |
| Index Fund Advisors, Inc. | 1.90% | Add +15318.6% | 389,783 | $39.3M |
| Fiduciary Financial Group, LLC | 6.12% | Add +47.6% | 384,792 | $38.7M |
| Diversified Trust Co. | 0.76% | Add +3.5% | 379,800 | $38.2M |
| Steward Partners Investment Advisory, LLC | 0.22% | Add +13.9% | 377,008 | $38.0M |
| Creative Planning | 0.03% | Reduce -13.2% | 369,528 | $37.2M |
| Scotia Capital Inc. | 0.15% | Add +31.0% | 361,094 | $36.4M |
| Coldstream Capital Management Inc. | 0.48% | No change | 355,230 | $35.8M |
| Orion Capital Management LLC | 12.29% | Add +5.9% | 350,127 | $35.3M |
| Perigon Wealth Management, LLC | 0.70% | Add +21.7% | 340,752 | $34.3M |
| Corient Private Wealth LP | 0.05% | Reduce -17.2% | 336,221 | $33.9M |
| RD Finance Ltd | 36.13% | Add +628.3% | 335,000 | $33.7M |
| Full Sail Capital, LLC | 1.86% | Add +2.1% | 334,504 | $33.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +5.9% | 332,758 | $33.5M |
| RFG Advisory, LLC | 0.68% | Reduce -12.9% | 325,910 | $32.8M |
| M. Kulyk & Associates, LLC | 6.50% | Add +37.5% | 317,582 | $32.0M |
| Altiora Financial Group, LLC | 5.80% | Add +0.8% | 314,779 | $31.7M |
| Tortoise Investment Management, LLC | 2.79% | Reduce -5.9% | 311,547 | $31.4M |
| Partners Capital Investment Group, LLP | 1.24% | Add +18.5% | 311,037 | $31.3M |
| Stratos Wealth Advisors, LLC | 1.50% | Add +32.6% | 310,030 | $31.2M |
| Sanctuary Advisors, LLC | 0.18% | Add +16.4% | 303,693 | $30.6M |
| Wedbush Securities Inc. | 1.00% | Add +10.6% | 302,744 | $30.5M |
| United Capital Financial Advisors, LLC | 0.22% | Reduce -4.9% | 302,619 | $30.5M |
| Kestra Advisory Services, LLC | 0.14% | Add +6.8% | 299,811 | $30.2M |
| Opus Capital Group, LLC | 3.35% | Add +5.5% | 296,147 | $29.8M |
| Brookstone Capital Management | 0.35% | Reduce -17.2% | 295,286 | $29.7M |
| Private Advisory Group LLC | 2.53% | Add +69.6% | 287,826 | $29.0M |
| Evergreen Capital Management LLC | 0.69% | Add +39.0% | 287,551 | $29.0M |
| Vickerman Investment Advisors, Inc. | 5.77% | Add +7.1% | 283,548 | $28.6M |
| 3EDGE Asset Management, LP | 1.61% | Add +0.2% | 283,443 | $28.5M |
| Advisory Services Network, LLC | 0.41% | Add +5.9% | 278,703 | $28.1M |
| Bangor Savings Bank | 2.22% | Add +28.6% | 264,404 | $26.6M |
| Stansberry Asset Management, LLC | 2.80% | Add +7.7% | 262,458 | $26.4M |
| Focused Wealth Management, Inc | 2.86% | Add +2.8% | 262,212 | $26.4M |
| Private Advisor Group, LLC | 0.13% | Reduce -12.3% | 261,845 | $26.4M |
| Wellspring Financial Advisors, LLC | 2.42% | Reduce -9.2% | 261,495 | $26.3M |
| Traphagen Investment Advisors LLC | 2.21% | Add +5.6% | 254,916 | $25.7M |
| Owen LaRue, LLC | 10.08% | Add +9.3% | 254,403 | $25.6M |
| Pecaut & Co. | 8.11% | Reduce -9.9% | 250,441 | $25.2M |
| Laurel Wealth Advisors LLC | 3.52% | Add +10.0% | 249,929 | $25.2M |
| Tower Research Capital LLC (TRC) | 0.69% | Add +7680.0% | 249,038 | $25.1M |
| Nomura Asset Management Co. Ltd. | 0.07% | Reduce -4.6% | 247,800 | $25.0M |
| Kohmann Bosshard Financial Services, LLC | 2.55% | Reduce -1.7% | 229,991 | $24.8M |
| Neuberger Berman Group LLC | 0.02% | Reduce -37.6% | 244,058 | $24.6M |
| L2 Asset Management, LLC | 3.49% | Add +6.3% | 239,466 | $24.1M |
| Empowered Funds, LLC | 0.24% | Add +716.6% | 236,031 | $23.7M |
| Meeder Advisory Services, Inc. | 1.09% | Reduce -2.3% | 232,466 | $23.4M |
| Brown Advisory Inc. | 0.03% | Add +27.4% | 227,881 | $22.9M |
| Trek Financial, LLC | 1.34% | Reduce -9.6% | 223,412 | $22.5M |
| CFS Investment Advisory Services, LLC | 1.62% | Add +121.9% | 217,385 | $21.9M |
| Almanack Investment Partners, LLC. | 3.38% | Reduce -17.9% | 216,734 | $21.8M |
| Allworth Financial LP | 0.10% | Reduce -8.7% | 215,501 | $21.7M |
| Five Oceans Advisors | 7.94% | Add +12.6% | 214,170 | $21.6M |
| Lido Advisors, LLC | 0.09% | Add +23.4% | 213,403 | $21.5M |
| IFS Advisors, LLC | 12.48% | Reduce -0.9% | 211,757 | $21.3M |
| SouthState Bank Corp | 0.97% | Reduce -7.1% | 208,701 | $21.0M |
| Brighton Jones LLC | 0.49% | Add +262.8% | 202,465 | $20.4M |
| Dixon Mitchell Investment Counsel Inc. | 0.71% | Add +13395.0% | 198,647 | $20.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +10.8% | 196,913 | $19.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +4.2% | 195,683 | $19.7M |
| Omnia Family Wealth, LLC | 6.36% | Add +15.7% | 194,640 | $19.6M |
| Decker Retirement Planning Inc. | 10.69% | Reduce -39.6% | 193,045 | $19.4M |
| Beacon Pointe Advisors, LLC | 0.16% | New | 191,920 | $19.3M |
| Osborne Partners Capital Management, LLC | 0.97% | Reduce -14.2% | 188,965 | $19.0M |
| Mgo One Seven LLC | 0.44% | Add +2.3% | 188,597 | $19.0M |
| Savant Capital, LLC | 0.11% | Add +61.9% | 184,968 | $18.6M |
| Retirement Planning Group, LLC | 0.65% | Add +2117.4% | 184,490 | $18.6M |
| Alpha Advisors, LLC | 13.85% | Reduce -1.1% | 183,065 | $18.4M |
| Kennicott Capital Management LLC | 8.82% | New | 181,496 | $18.3M |
| Keystone Financial Group, Inc. | 10.25% | Reduce -0.3% | 180,670 | $18.2M |
| Main Management LLC | 1.33% | Reduce -4.6% | 179,928 | $18.1M |
| First Wilshire Securities Management Inc. | 4.78% | Reduce -53.0% | 178,484 | $18.0M |
| Advisors Preferred, LLC | 2.63% | Add +14.2% | 177,570 | $17.8M |
| Stephens Inc. | 0.23% | Reduce -0.7% | 175,854 | $17.7M |
| Sterling Investment Advisors LLC | 8.77% | Add +13.9% | 175,766 | $17.7M |
| Sowell Financial Services LLC | 0.67% | Add +4.1% | 173,246 | $17.4M |
| Capital Investment Advisors, LLC | 0.29% | Add +74.0% | 172,866 | $17.4M |
| Twelve Points Wealth Management LLC | 4.31% | Add +19.6% | 171,745 | $17.3M |
| Cornerstone Advisors Asset Management, LLC | 2.99% | Reduce -98.3% | 169,768 | $17.1M |
| Cornerstone Enterprises, LLC | 8.33% | Add +1.4% | 168,139 | $16.9M |
| Gibraltar Capital Management, Inc. | 3.04% | Reduce -2.4% | 167,941 | $16.9M |
| RMR Capital Management, LLC | 11.81% | Reduce -33.6% | 167,879 | $16.9M |
| Legacy Advisory Services, LLC | 12.74% | Add +0.1% | 167,685 | $16.9M |
| Atlas Private Wealth Advisors | 4.02% | Reduce -22.6% | 163,135 | $16.4M |
| HUB Investment Partners, LLC | 0.60% | Add +136.0% | 161,579 | $16.3M |
| Woodmont Investment Counsel LLC | 1.08% | Add +9.0% | 161,310 | $16.2M |
| Red Wave Investments LLC | 4.97% | Reduce -7.2% | 161,000 | $16.2M |
| Kingsview Wealth Management, LLC | 0.25% | Reduce -7.8% | 160,246 | $16.1M |
| Journey Advisory Group, LLC | 1.18% | Reduce -0.1% | 157,624 | $15.9M |
| Maridea Wealth Management LLC | 2.42% | Add +3.7% | 155,014 | $15.6M |
| Valmark Advisers, Inc. | 0.20% | Add +29.2% | 153,944 | $15.5M |
| Wealthcare Advisory Partners LLC | 0.32% | Add +384.5% | 152,093 | $15.3M |
| Vantage Financial Partners, LLC | 3.21% | Add +121.4% | 151,407 | $15.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -46.1% | 151,171 | $15.2M |
| RPS Advisory Solutions LLC | 7.33% | Reduce -23.8% | 148,365 | $14.9M |
| Manning & Napier Advisors LLC | 0.19% | Add +4.7% | 147,068 | $14.8M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -71.8% | 146,402 | $14.7M |
| Dominguez Wealth Management Solutions, Inc. | 9.11% | Add +5.1% | 142,948 | $14.4M |
| Relyea Zuckerberg Hanson LLC | 1.49% | Add +19.1% | 141,051 | $14.2M |
| Vigilare Wealth Management | 4.91% | Reduce -65.4% | 140,873 | $14.2M |
| Leavell Investment Management, Inc. | 0.59% | Add +5.5% | 138,190 | $13.9M |
| Crescent Grove Advisors, LLC | 1.32% | Reduce -8.0% | 136,989 | $13.8M |
| Vivid Wealth Management, LLC | 5.47% | Add +31.0% | 136,767 | $13.8M |
| Impact Partnership Wealth, LLC | 2.02% | Reduce -34.7% | 135,224 | $13.6M |
| Kathleen S. Wright Associates Inc. | 5.00% | Reduce -9.5% | 133,816 | $13.5M |
| TT Capital Management LLC | 10.22% | Reduce -7.2% | 132,857 | $13.4M |
| Farnam Financial LLC | 10.35% | Reduce -4.8% | 132,287 | $13.3M |
| Monarch Capital Management Inc. | 3.25% | New | 131,699 | $13.3M |
| International Assets Investment Management, LLC | 1.06% | No change | 131,256 | $13.2M |
| Crown Wealth Group, LLC | 3.96% | Add +20.8% | 130,779 | $13.2M |
| NewEdge Advisors, LLC | 0.06% | Add +43.7% | 130,525 | $13.1M |
| CENTRAL TRUST Co | 0.27% | Add +29.9% | 129,289 | $13.0M |
| Blume Capital Management, Inc. | 2.49% | Reduce -8.7% | 128,425 | $12.9M |
| Arkadios Wealth Advisors | 0.32% | Add +834.5% | 128,012 | $12.9M |
| Financial Advisory Partners, LLC | 3.70% | Add +21.4% | 125,874 | $12.7M |
| Spectrum Planning & Advisory Services Inc. | 7.02% | Add +19.1% | 123,520 | $12.4M |
| &partners | 0.08% | Add +7.3% | 120,314 | $12.4M |
| Slow Capital, Inc. | 1.43% | Reduce -0.3% | 120,866 | $12.2M |
| Ieq Capital, LLC | 0.04% | Reduce -18.5% | 120,279 | $12.1M |
| Code Waechter LLC | 7.90% | Add +24.7% | 120,427 | $12.1M |
| Flagship Private Wealth, LLC | 4.84% | Reduce -30.0% | 119,631 | $12.0M |
| Phil A. Younker & Associates, Ltd. | 9.18% | Add +87.3% | 119,044 | $12.0M |
| One Degree Advisors Inc | 3.66% | Add +1214.9% | 118,621 | $11.9M |
| Penney Financial, LLC | 5.31% | Add +47.3% | 117,816 | $11.9M |
| Concurrent Investment Advisors, LLC | 0.20% | Reduce -16.2% | 117,368 | $11.8M |
| Michelson Medical Research Foundation, Inc. | 10.18% | New | 116,226 | $11.7M |
| Sandhill Capital Partners LLC | 0.81% | Add +18.7% | 115,276 | $11.6M |
| Strait & Sound Wealth Management LLC | 4.41% | Reduce -1.8% | 114,027 | $11.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +1950.1% | 113,820 | $11.5M |
| Silver Lake Advisory, LLC | 4.56% | Add +478.0% | 113,800 | $11.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.20% | Add +335.4% | 113,466 | $11.4M |
| Integrity Alliance, Llc. | 0.54% | Reduce -38.9% | 113,066 | $11.4M |
| Berkshire Asset Management LLC | 0.48% | Add +0.0% | 112,478 | $11.3M |
| HRT Financial LP | 0.04% | Add +11.8% | 111,887 | $11.3M |
| VestGen Advisors, LLC | 0.37% | Reduce -3.5% | 110,709 | $11.1M |
| JDM Financial Group LLC | 4.57% | Add +172.3% | 108,179 | $10.9M |
| PFG Advisors | 0.45% | Add +21.0% | 107,963 | $10.9M |
| Stonekeep Investments, LLC | 6.85% | Reduce -15.3% | 107,393 | $10.8M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +27.0% | 106,985 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -46.7% | 106,711 | $10.7M |
| Robertson Stephens Wealth Management, LLC | 0.32% | Reduce -31.6% | 106,230 | $10.7M |
| Leonard Rickey Investment Advisors P.L.L.C. | 2.01% | Add +36.3% | 105,876 | $10.7M |
| Mendota Financial Group, LLC | 7.89% | New | 104,925 | $10.6M |
| OneDigital Investment Advisors LLC | 0.11% | Add +42.8% | 104,923 | $10.6M |
| Highland Financial Advisors, LLC | 2.98% | Add +1.6% | 103,305 | $10.4M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Add +558.9% | 102,602 | $10.3M |
| Geneos Wealth Management Inc. | 0.26% | Add +5.7% | 102,324 | $10.3M |
| Natixis | 0.05% | No change | 99,500 | $10.0M |
| Castle Rock Wealth Management, LLC | 2.21% | Reduce -15.4% | 99,768 | $10.0M |
| Dynamic Wealth Strategies, LLC | 6.63% | Reduce -31.1% | 98,498 | $9.9M |
| Baker Ellis Asset Management LLC | 1.22% | Reduce -5.6% | 97,978 | $9.9M |
| Anson Capital, Inc. | 7.32% | Reduce -2.5% | 96,920 | $9.8M |
| ACR Alpine Capital Research, LLC | 0.17% | New | 96,000 | $9.7M |
| Anderson Hoagland & Co. | 0.87% | Add +28.8% | 95,816 | $9.6M |
| US Bancorp \de | 0.01% | Add +42.7% | 94,095 | $9.5M |
| Centaurus Financial, Inc. | 0.44% | Add +12.2% | 93,436 | $9.4M |
| Prudent Investors Network, Inc. | 2.29% | Reduce -1.4% | 92,978 | $9.4M |
| Westfuller Advisors, LLC | 4.22% | Reduce -62.6% | 92,256 | $9.3M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +10.3% | 91,187 | $9.2M |
| Marest Capital, LLC | 5.53% | New | 90,301 | $9.1M |
| Betterment LLC | 0.02% | Add +194.4% | 90,300 | $9.1M |
| Capital Advisors Wealth Management, LLC | 1.29% | Reduce -3.7% | 90,010 | $9.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.9% | 89,740 | $9.0M |
| Montgomery Investment Management Inc. | 3.17% | Add +2.1% | 89,360 | $9.0M |
| Emprise Bank | 3.87% | Reduce -0.8% | 89,034 | $9.0M |
| Sage Rhino Capital LLC | 1.73% | Add +18.0% | 88,963 | $9.0M |
| Bank of Montreal | 0.00% | Add +26.0% | 88,180 | $8.9M |
| Pacific Capital Wealth Advisors, Inc. | 1.52% | New | 87,415 | $8.8M |
| Rebalance, LLC | 0.53% | New | 87,101 | $8.8M |
| Independent Financial Group, LLC | 0.21% | Add +60.4% | 86,894 | $8.8M |
| Clearstead Advisors, LLC | 0.13% | Add +2.0% | 86,191 | $8.7M |
| J.W. Cole Advisors, Inc. | 0.17% | Add +1247.7% | 86,102 | $8.7M |
| Jmac Enterprises LLC | 1.71% | Add +2.5% | 85,850 | $8.6M |
| Flow Traders U.S. LLC | 0.35% | Add +180.1% | 85,832 | $8.6M |
| Mascoma Wealth Management LLC | 1.90% | Add +3.9% | 85,475 | $8.6M |
| Trust Co. of Vermont | 0.37% | Add +19.3% | 85,005 | $8.6M |
| Affinity Capital Advisors, LLC | 1.30% | Add +477.0% | 84,557 | $8.5M |
| HM Payson & Co. | 0.12% | Add +7.7% | 84,229 | $8.5M |
| Sonoma Private Wealth LLC | 10.08% | Reduce -10.1% | 83,788 | $8.4M |
| Susquehanna International Group, LLP | 0.01% | Add +15.8% | 83,528 | $8.4M |
| Bull Oak Capital, LLC | 3.56% | Reduce -14.7% | 83,184 | $8.4M |
| Farrow Financial, Inc. | 4.85% | Reduce -4.1% | 83,014 | $8.4M |
| Heck Capital Advisors, LLC | 0.64% | Reduce -28.1% | 82,306 | $8.3M |
| Strategic Advisors LLC | 1.31% | New | 80,417 | $8.1M |
| Archer Investment Management, LLC | 4.97% | Reduce -35.5% | 80,379 | $8.1M |
| Carnegie Investment Counsel | 0.15% | Add +30.9% | 80,014 | $8.1M |
| Park Avenue Securities LLC | 0.06% | Reduce -4.0% | 79,746 | $8.0M |
| Prime Capital Investment Advisors, LLC | 0.10% | Reduce -37.0% | 78,840 | $7.9M |
| Warren Street Wealth Advisors, LLC | 2.37% | Add +11.7% | 78,532 | $7.9M |
| First Foundation Advisors | 0.29% | Reduce -17.9% | 78,425 | $7.9M |
| Motive Wealth Advisors | 3.40% | Reduce -14.6% | 78,391 | $7.9M |
| Studio Investment Management LLC | 1.49% | Add +21.0% | 78,137 | $7.9M |
| Kingstone Capital Partners Texas, LLC | 4.53% | Reduce -65.2% | 77,599 | $7.8M |
| Diversify Wealth Management, LLC | 0.45% | Add +11.0% | 77,139 | $7.7M |
| Heritage Wealth Management, Inc./Texas | 3.41% | Add +7.6% | 76,785 | $7.7M |
| Trajan Wealth LLC | 0.33% | Reduce -6.9% | 76,699 | $7.7M |
| Hilltop Holdings Inc. | 0.41% | Reduce -29.6% | 76,663 | $7.7M |
| Malaga Cove Capital, LLC | 2.77% | Add +26.5% | 75,740 | $7.6M |
| Signet Financial Management, LLC | 0.87% | Add +0.1% | 74,825 | $7.5M |
| SVB Wealth LLC | 0.40% | Reduce -13.7% | 74,625 | $7.5M |
| Centric Wealth Management | 1.66% | Reduce -11.5% | 74,223 | $7.5M |
| Simon Quick Advisors, LLC | 0.33% | Add +7.9% | 72,409 | $7.3M |
| Greenwich Wealth Management LLC | 0.36% | Add +131.5% | 71,899 | $7.2M |
| VanWeelden Wealth Management, LLC | 5.94% | — | 71,727 | $7.2M |
| Cypress Capital, LLC | 2.07% | Add +2.7% | 71,694 | $7.2M |
| Courier Capital LLC | 0.41% | Reduce -28.4% | 71,651 | $7.2M |
| Klein Pavlis & Peasley Financial, Inc. | 4.40% | Reduce -50.9% | 71,221 | $7.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +3.9% | 70,775 | $7.1M |
| Jane Street Group, LLC | 0.01% | Reduce -37.0% | 70,624 | $7.1M |
| Professional Financial Advisors, LLC | 1.49% | Add +5.6% | 70,370 | $7.1M |
| Segall Bryant & Hamill, LLC | 0.09% | Reduce -49.0% | 70,262 | $7.1M |
| Clear Creek Financial Management, LLC | 0.61% | Reduce -28.7% | 69,811 | $7.0M |
| Atlantic Private Wealth, LLC | 4.48% | Add +8.6% | 68,891 | $6.9M |
| Faithward Advisors, LLC | 1.03% | Reduce -2.9% | 68,799 | $6.9M |
| Root Financial Partners, LLC | 0.42% | Add +129.0% | 68,324 | $6.9M |
| Founders Financial Securities LLC | 0.46% | Add +29.1% | 66,549 | $6.7M |
| Norris Perne & French LLP | 0.46% | Add +5.2% | 66,380 | $6.7M |
| J2 Capital Management Inc | 5.02% | Add +0.8% | 66,266 | $6.7M |
| Members Wealth LLC | 4.23% | — | 66,470 | $6.7M |
| Arrien Investments, Inc. | 3.84% | Add +10.9% | 65,230 | $6.6M |
| VestGen Investment Management | 3.92% | Add +1.7% | 64,832 | $6.5M |
| Wilmington Savings Fund Society, FSB | 0.15% | Reduce -2.8% | 63,065 | $6.4M |
| Alesco Advisors, LLC, An ESL Co | 0.17% | Reduce -0.1% | 62,212 | $6.3M |
| Sigma Planning Corp | 0.18% | Reduce -7.1% | 62,029 | $6.2M |
| Equitable Holdings, Inc. | 0.05% | Add +17.3% | 61,808 | $6.2M |
| Koa Wealth Management, LLC | 4.58% | Add +1.6% | 61,273 | $6.2M |
| Ackerman Capital Advisors, LLC | 1.27% | Add +3.3% | 60,329 | $6.1M |
| Winthrop Capital Management, LLC | 1.46% | Add +36.7% | 60,038 | $6.0M |
| Night Owl Capital Management, LLC | 0.66% | Reduce -6.7% | 59,941 | $6.0M |
| First Washington CORP | 1.61% | New | 59,681 | $6.0M |
| Sound Financial Strategies Group, LLC | 4.38% | Reduce -14.3% | 59,611 | $6.0M |
| Hutchens & Kramer Investment Management Group, LLC | 2.36% | Add +99.8% | 59,379 | $6.0M |
| NDVR, Inc. | 4.97% | Add +1457.9% | 59,217 | $6.0M |
| Stableford Capital II LLC | 2.14% | Reduce -66.5% | 58,727 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.21% | Add +4.5% | 58,632 | $5.9M |
| Portland Global Advisors LLC | 0.65% | Add +71.3% | 57,686 | $5.8M |
| Red Crane Wealth Management, LLC | 4.89% | Add +18.8% | 57,624 | $5.8M |
| Nottingham Advisors, Inc. | 0.80% | Reduce -56.1% | 57,285 | $5.8M |
| Lincoln Capital Corp. | 2.05% | Add +67.1% | 56,575 | $5.7M |
| Tactive Advisors, LLC | 1.60% | Add +62.9% | 56,298 | $5.7M |
| StoneX Group Inc. | 0.25% | Add +39.3% | 55,998 | $5.6M |
| CWA Asset Management Group, LLC | 0.21% | Reduce -58.5% | 55,874 | $5.6M |
| Curi Capital, LLC | 0.10% | Reduce -11.3% | 55,845 | $5.6M |
| Citadel Advisors | 0.00% | Reduce -31.6% | 55,714 | $5.6M |
| Ethos Financial Group, LLC | 0.44% | Add +192.7% | 55,710 | $5.6M |
| Fortis Group Advisors, LLC | 0.96% | Reduce -9.4% | 55,414 | $5.6M |
| Ade, LLC | 2.82% | Add +0.4% | 55,342 | $5.6M |
| Horizon Investments, LLC | 0.07% | Add +32.8% | 55,313 | $5.5M |
| Wealthedge Investment Advisors, LLC | 2.09% | Reduce -39.1% | 54,895 | $5.5M |
| RiverFront Investment Group, LLC | 0.10% | Add +508.5% | 53,805 | $5.4M |
| Comerica Bank | 0.02% | Reduce -18.4% | 53,452 | $5.4M |
| Core Wealth Partners LLC | 2.45% | Add +11.3% | 53,020 | $5.3M |
| Cove Private Wealth, LLC | 1.70% | Reduce -3.2% | 52,700 | $5.3M |
| Pinion Investment Advisors, LLC | 1.44% | Add +70.6% | 52,280 | $5.3M |
| Hayek Kallen Investment Management | 1.66% | Add +15.1% | 52,200 | $5.3M |
| Watchman Group, Inc. | 1.26% | Reduce -41.6% | 51,879 | $5.2M |
| Ridgewood Investments LLC | 2.18% | Add +66.0% | 51,353 | $5.2M |
| Foundations Investment Advisors, LLC | 0.08% | Add +23.8% | 51,277 | $5.2M |
| Advisory Research Inc. | 0.68% | Reduce -35.1% | 51,127 | $5.1M |
| Schnieders Capital Management, Llc. | 0.80% | — | 49,135 | $4.9M |
| Zacks Investment Management | 0.04% | New | 48,846 | $4.9M |
| Clayton Partners LLC | 3.73% | Add +1.2% | 48,788 | $4.9M |
| Maseco LLP | 0.24% | Reduce -7.8% | 48,631 | $4.9M |
| Atria Investments, Inc | 0.06% | Add +6.4% | 48,529 | $4.9M |
| Peregrine Asset Advisers, Inc. | 1.45% | Add +70.1% | 48,027 | $4.8M |
| Hollow Brook Wealth Management LLC | 1.14% | Add +14.1% | 48,021 | $4.8M |
| Buck Wealth Strategies, LLC | 0.66% | Reduce -2.7% | 47,723 | $4.8M |
| Worth Asset Management, LLC | 2.13% | Reduce -76.2% | 47,162 | $4.7M |
| Americana Partners, LLC | 0.14% | Reduce -1.2% | 46,899 | $4.7M |
| Sterling Investment Counsel, LLC | 1.50% | New | 46,434 | $4.7M |
| Altura Wealth Advisors Inc. | 2.21% | Reduce -3.9% | 46,034 | $4.6M |
| Marion Wealth Management | 1.09% | Add +4.0% | 45,466 | $4.6M |
| PFG Investments, LLC | 0.24% | Add +14.1% | 45,223 | $4.6M |
| Conservest Capital Advisors, Inc. | 0.42% | New | 45,204 | $4.6M |
| Baring Financial LLC | 3.09% | Add +8.0% | 45,054 | $4.5M |
| Encompass More Asset Management | 0.87% | Add +186.7% | 45,035 | $4.5M |
| Cary Street Partners Financial LLC | 0.12% | Add +0.7% | 44,944 | $4.5M |
| Golden State Wealth Management, LLC | 0.50% | Reduce -3.0% | 44,765 | $4.5M |
| Enhancing Capital LLC | 3.28% | No change | 44,476 | $4.5M |
| Silverlake Wealth Management LLC | 1.09% | New | 44,002 | $4.4M |
| Lanark Financial, Inc. | 0.34% | Reduce -13.3% | 43,678 | $4.4M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Reduce -1.5% | 43,378 | $4.4M |
| PCG Asset Management, LLC | 3.50% | Add +5.6% | 43,298 | $4.4M |
| Kane Investment Management, Inc. | 2.10% | Add +65.1% | 42,861 | $4.3M |
| Alterna Wealth Management, Inc. | 3.55% | Reduce -2.5% | 42,763 | $4.3M |
| Integrated Advisors Network LLC | 0.18% | Reduce -17.2% | 42,180 | $4.2M |
| Summit Financial, LLC | 0.06% | New | 41,860 | $4.2M |
| Ascentis Wealth Management, LLC | 1.00% | Reduce -8.5% | 41,550 | $4.2M |
| Armstrong Advisory Group, Inc. | 0.30% | Add +43.0% | 41,562 | $4.2M |
| Cibc World Market Inc. | 0.01% | Add +2.9% | 41,211 | $4.1M |
| Strategic Blueprint, LLC | 0.18% | Add +25.0% | 41,002 | $4.1M |
| Beaumont Financial Advisors, LLC | 0.28% | Reduce -7.3% | 40,886 | $4.1M |
| Heritage Wealth Management, Inc. | 2.81% | New | 40,872 | $4.1M |
| Headinvest, LLC | 0.85% | Add +6.8% | 40,808 | $4.1M |
| LFA - Lugano Financial Advisors SA | 2.13% | New | 40,204 | $4.0M |
| Archer Investment Corp | 0.91% | Reduce -4.5% | 39,882 | $4.0M |
| Financial Strategies Group, Inc. | 0.76% | Add +33.3% | 39,719 | $4.0M |
| Evermay Wealth Management LLC | 0.45% | Add +1.9% | 39,372 | $4.0M |
| Cowa, LLC | 1.40% | Add +18.0% | 39,195 | $3.9M |
| Panoramic Capital Partners, LLC | 2.49% | Reduce -30.1% | 38,516 | $3.9M |
| Hubbell Strickland Wealth Management, LLC | 1.56% | Reduce -4.6% | 37,615 | $3.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -52.8% | 37,473 | $3.8M |
| Factor Wealth Management LTD | 0.94% | Add +10.8% | 37,231 | $3.7M |
| Rochester Wealth Strategies, LLC | 2.44% | Add +7.6% | 36,996 | $3.7M |
| Wesbanco Bank Inc. | 0.10% | Add +40.1% | 36,906 | $3.7M |
| Assetmark, Inc. | 0.01% | Reduce -14.4% | 36,883 | $3.7M |
| First Pacific Advisors, LP | 0.05% | Reduce -24.0% | 36,572 | $3.7M |
| Caliber Wealth Management, LLC / KS | 0.41% | Reduce -16.2% | 36,382 | $3.7M |
| Merit Financial Group, LLC | 0.03% | Add +7.7% | 36,138 | $3.6M |
| Sage Mountain Advisors LLC | 0.21% | Add +1.4% | 35,540 | $3.6M |
| Global Retirement Partners, LLC | 0.08% | Add +6.0% | 35,427 | $3.6M |
| Wisconsin Capital Management LLC | 1.79% | Add +2.0% | 34,861 | $3.5M |
| Strategic Financial Concepts, LLC | 0.51% | Reduce -25.9% | 34,720 | $3.5M |
| Choate Investment Advisors | 0.07% | Reduce -98.0% | 34,510 | $3.5M |
| Sheridan Capital Management, LLC | 1.83% | Add +72.2% | 34,467 | $3.5M |
| SwitchPoint Financial Planning, LLC | 2.50% | Add +21.2% | 34,282 | $3.5M |
| Scratch Capital LLC | 2.28% | Reduce -29.7% | 34,252 | $3.4M |
| Elevate Capital Advisors, LLC | 2.34% | Add +15.5% | 33,354 | $3.4M |
| Fort Point Capital Partners LLC | 0.42% | Add +7.2% | 32,876 | $3.3M |
| McNamara Financial Services, Inc. | 0.61% | Add +34.7% | 32,780 | $3.3M |
| Ameritas Advisory Services, LLC | 0.21% | Reduce -47.7% | 32,411 | $3.3M |
| True Link Financial Advisors, LLC | 0.21% | Reduce -25.6% | 31,835 | $3.2M |
| Grantvest Financial Group LLC | 2.21% | Reduce -37.6% | 31,754 | $3.2M |
| Values First Advisors, Inc. | 1.71% | Add +153.3% | 31,746 | $3.2M |
| One Wealth Management Investment & Advisory Services, LLC | 3.71% | Add +21.4% | 31,741 | $3.2M |
| WealthCollab, LLC | 1.47% | Add +335.5% | 31,621 | $3.2M |
| Leicht Financial Planning & Wealth Management, Inc. | 1.43% | Add +26.7% | 31,569 | $3.2M |
| IFP Advisors, Inc | 0.08% | Add +801.7% | 31,191 | $3.1M |
| Mills Wealth Advisors LLC | 1.27% | Add +282.3% | 31,042 | $3.1M |
| Greenspring Advisors, LLC | 0.55% | — | 31,040 | $3.1M |
| Drake & Associates, LLC | 0.65% | New | 31,072 | $3.1M |
| Ackerman Asset Management, LLC | 2.19% | Add +3.6% | 30,316 | $3.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +45.9% | 30,027 | $3.0M |
| Ascentis Independent Advisors | 0.51% | Add +1.2% | 29,953 | $3.0M |
| New Harbor Financial Group, LLC | 0.61% | Add +17.2% | 29,847 | $3.0M |
| Waterfront Wealth Inc. | 0.61% | Add +20.7% | 32,332 | $3.0M |
| WESPAC Advisors SoCal, LLC | 0.61% | New | 29,805 | $3.0M |
| Beacon Financial Group | 0.29% | Add +4.7% | 29,744 | $3.0M |
| Private Management Group Inc. | 0.09% | Add +59.3% | 29,451 | $3.0M |
| Beacon Capital Management, LLC | 0.42% | Reduce -4.0% | 29,431 | $3.0M |
| Claro Advisors Inc. | 0.43% | Add +40.5% | 29,101 | $2.9M |
| McClarren Financial Advisors, Inc. | 1.78% | Reduce -0.9% | 22,917 | $2.9M |
| West Michigan Advisors, LLC | 0.70% | Reduce -82.6% | 28,790 | $2.9M |
| Scott & Selber, Inc. | 0.74% | New | 28,709 | $2.9M |
| Sun Life Financial Inc. | 0.15% | Reduce -88.9% | 28,500 | $2.9M |
| Signal Advisors Wealth, LLC | 0.26% | Add +22.8% | 28,489 | $2.9M |
| Magnolia Private Wealth, LLC | 2.09% | Reduce -24.8% | 28,246 | $2.8M |
| Cura Wealth Advisors, LLC | 1.09% | Reduce -1.4% | 28,229 | $2.8M |
| Diversified Portfolios, Inc. | 0.25% | Reduce -5.2% | 28,142 | $2.8M |
| Transamerica Financial Advisors, LLC | 0.23% | Add +2.3% | 27,753 | $2.8M |
| Planned Solutions, Inc. | 0.96% | Add +27.1% | 27,551 | $2.8M |
| Everstar Asset Management, LLC | 1.57% | Add +6.6% | 27,429 | $2.8M |
| Riverwater Partners LLC | 1.15% | Add +249.7% | 27,414 | $2.8M |
| Integris Wealth Management, LLC | 0.67% | New | 27,413 | $2.8M |
| Blue Trust, Inc. | 0.03% | Reduce -49.9% | 27,195 | $2.7M |
| Concord Wealth Partners | 0.37% | Add +47.1% | 26,960 | $2.7M |
| Burling Wealth Partners, LLC | 0.45% | Reduce -51.2% | 26,904 | $2.7M |
| World Investment Advisors | 0.06% | Reduce -29.9% | 26,857 | $2.7M |
| Parkside Financial Bank & Trust | 0.21% | Reduce -8.2% | 26,849 | $2.7M |
| Smith, Moore & Co. | 0.21% | Reduce -22.1% | 26,666 | $2.7M |
| Retirement Guys Formula LLC | 0.94% | Add +0.1% | 26,574 | $2.7M |
| Discipline Wealth Solutions, LLC | 0.70% | Add +14.2% | 26,488 | $2.7M |
| TAGStone Capital, Inc. | 1.05% | Reduce -7.5% | 26,324 | $2.7M |
| Prospera Financial Services Inc | 0.04% | Add +13.3% | 26,178 | $2.6M |
| LifeGoal Investments, LLC | 2.18% | Add +59.4% | 27,031 | $2.6M |
| Realta Investment Advisors | 0.86% | Add +37.2% | 25,433 | $2.6M |
| St Germain D J Co. Inc. | 0.10% | Reduce -40.4% | 25,392 | $2.6M |
| Meridian Wealth Management, LLC | 0.10% | Add +18.1% | 25,371 | $2.6M |
| Glen Eagle Advisors, LLC | 0.35% | Reduce -0.0% | 25,359 | $2.6M |
| Vise Technologies, Inc. | 0.09% | Add +602.6% | 25,162 | $2.5M |
| Waterloo Capital, L.P. | 0.19% | Add +120.3% | 24,752 | $2.5M |
| Successful Portfolios LLC | 1.45% | Reduce -1.1% | 24,719 | $2.5M |
| Capital Planning LLC | 0.72% | Reduce -20.2% | 24,674 | $2.5M |
| McAdam, LLC | 0.12% | Reduce -14.5% | 24,656 | $2.5M |
| Nilsine Partners, LLC | 0.22% | Add +495.4% | 24,207 | $2.4M |
| Shepherd Kaplan Krochuk, LLC | 1.98% | Add +81.4% | 23,982 | $2.4M |
| Heritage Oak Wealth Advisors LLC | 0.88% | Reduce -2.3% | 23,719 | $2.4M |
| Argent Trust Co | 0.08% | Add +108.9% | 23,458 | $2.4M |
| Abich Financial Wealth Management LLC | 0.83% | — | 23,286 | $2.3M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -1.6% | 22,957 | $2.3M |
| Breakthru Advisory Services, LLC | 1.47% | New | 22,140 | $2.2M |
| Astoria Portfolio Advisors LLC. | 0.58% | Add +187.2% | 22,149 | $2.2M |
| Adaptive Financial Consulting, LLC | 0.88% | No change | 21,938 | $2.2M |
| Harbor Asset Planning, Inc. | 1.98% | Reduce -4.2% | 21,916 | $2.2M |
| Jim Saulnier & Associates, LLC | 1.23% | Reduce -10.9% | 21,877 | $2.2M |
| Talisman Wealth Advisors LLC | 1.82% | Reduce -0.6% | 21,805 | $2.2M |
| Oak Harvest Investment Services | 0.25% | Add +3.9% | 21,360 | $2.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.51% | Reduce -31.6% | 21,271 | $2.1M |
| Bulwark Capital Corp | 1.66% | Reduce -11.9% | 21,207 | $2.1M |
| Coppell Advisory Solutions LLC | 0.22% | Reduce -36.0% | 21,023 | $2.1M |
| Principal Securities, Inc. | 0.03% | Reduce -28.7% | 20,998 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +5.4% | 20,974 | $2.1M |
| AQR Capital Management | 0.00% | Add +43.4% | 20,629 | $2.1M |
| Gallagher Fiduciary Advisors, LLC | 0.07% | Add +16.2% | 20,037 | $2.0M |
| HHM Wealth Advisors, LLC | 0.23% | Reduce -16.5% | 20,016 | $2.0M |
| Crane Advisory, LLC | 0.31% | Add +6.4% | 19,881 | $2.0M |
| Ervin Investment Management, LLC | 1.14% | Reduce -2.9% | 19,756 | $2.0M |
| Arete Wealth Advisors, LLC | 0.12% | Add +10.7% | 19,724 | $2.0M |
| Hobbs Group Advisors, LLC | 0.62% | Reduce -9.8% | 19,705 | $2.0M |
| Lantz Financial LLC | 0.43% | Reduce -34.6% | 19,500 | $2.0M |
| Norris Financial Group, LLC | 0.71% | Reduce -4.0% | 19,286 | $1.9M |
| Huntleigh Advisors, Inc. | 0.33% | Reduce -12.0% | 19,140 | $1.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +79.6% | 19,130 | $1.9M |
| 1900 Wealth Management LLC | 0.13% | Add +153.4% | 18,978 | $1.9M |
| Roundview Capital LLC | 0.12% | No change | 18,769 | $1.9M |
| Berger Financial Group, Inc | 0.11% | Add +6.3% | 18,760 | $1.9M |
| Alpha Financial Partners LLC | 1.23% | Add +13.3% | 18,718 | $1.9M |
| NWF Advisory Services Inc. | 0.21% | Add +22.0% | 18,675 | $1.9M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -40.4% | 18,519 | $1.9M |
| 4WEALTH Advisors, Inc. | 1.70% | Reduce -3.9% | 18,219 | $1.8M |
| Baker Avenue Asset Management, LP | 0.04% | Add +1.8% | 18,189 | $1.8M |
| Hunter Associates Investment Management LLC | 0.25% | Reduce -19.9% | 18,134 | $1.8M |
| Ausdal Financial Partners, Inc. | 0.09% | Add +17.0% | 18,133 | $1.8M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -11.5% | 18,128 | $1.8M |
| Victory Financial Group, LLC | 0.25% | Reduce -4.6% | 18,002 | $1.8M |
| Pilgrim Partners Asia Pte Ltd | 0.81% | — | 18,000 | $1.8M |
| Perennial Investment Advisors, LLC | 0.15% | Add +12.9% | 17,954 | $1.8M |
| Caldwell Sutter Capital, Inc. | 0.77% | Add +124.4% | 17,904 | $1.8M |
| Axis Wealth Partners, LLC | 1.03% | Reduce -31.3% | 17,495 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -5.4% | 17,469 | $1.8M |
| Procyon Advisors, LLC | 0.10% | New | 17,430 | $1.8M |
| Mader & Shannon Wealth Management, Inc. | 0.85% | Reduce -90.8% | 17,270 | $1.7M |
| Evolution Wealth Management Inc. | 1.77% | Add +15.8% | 17,089 | $1.7M |
| Independent Wealth Network Inc. | 0.55% | Add +34.0% | 16,837 | $1.7M |
| Prosperity Wealth Management, Inc. | 0.57% | Reduce -2.2% | 16,809 | $1.7M |
| Seven Mile Advisory | 0.28% | New | 16,771 | $1.7M |
| Plancorp, LLC | 0.05% | Reduce -68.1% | 16,752 | $1.7M |
| United Advisor Group, LLC | 0.23% | Reduce -12.0% | 16,719 | $1.7M |
| Salem Investment Counselors Inc. | 0.05% | Reduce -12.1% | 16,624 | $1.7M |
| Emerald Advisors, LLC | 0.22% | Add +25.5% | 16,618 | $1.7M |
| Peapod Lane Capital LLC | 1.49% | Reduce -11.4% | 16,585 | $1.7M |
| Compass Capital Management, Inc. | 0.09% | New | 16,568 | $1.7M |
| Gateway Wealth Partners, LLC | 0.22% | Reduce -8.0% | 16,450 | $1.7M |
| Bravias Capital Group, LLC | 1.11% | Reduce -15.7% | 16,426 | $1.7M |
| Commonwealth Financial Services, LLC | 0.28% | Add +92.3% | 16,261 | $1.6M |
| Angeles Wealth Management, LLC | 0.10% | Add +239.7% | 16,217 | $1.6M |
| DecisionPoint Financial, LLC | 0.38% | Add +168.2% | 16,189 | $1.6M |
| Alta Wealth Advisors LLC | 0.58% | New | 15,944 | $1.6M |
| B & T Capital Management DBA Alpha Capital Management | 0.25% | New | 15,900 | $1.6M |
| XY Planning Network, Inc. | 0.54% | No change | 15,886 | $1.6M |
| Fiduciary Alliance LLC | 0.11% | Reduce -37.5% | 15,877 | $1.6M |
| Willow Creek Wealth Management Inc. | 0.13% | Reduce -15.0% | 15,860 | $1.6M |
| Money Concepts Capital Corp. | 0.10% | Add +218.5% | 15,658 | $1.6M |
| Invst, LLC | 0.18% | Add +148.4% | 15,597 | $1.6M |
| Premier Path Wealth Partners, LLC | 0.20% | Reduce -35.3% | 15,557 | $1.6M |
| Guggenheim Capital LLC | 0.01% | Reduce -38.9% | 15,424 | $1.6M |
| Turn8 Private Wealth Inc. | 1.11% | Add +50.3% | 15,386 | $1.5M |
| Walker Asset Management, LLC | 0.86% | Reduce -19.1% | 15,227 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -5.6% | 15,254 | $1.5M |
| Access Financial Services, Inc. | 0.55% | Add +185.8% | 15,100 | $1.5M |
| Klaas Financial Asset Advisors, LLC | 0.23% | Reduce -8.6% | 15,064 | $1.5M |
| Traub Capital Management LLC | 1.50% | Add +113.6% | 15,059 | $1.5M |
| T. Rowe Price Associates Inc. | 0.00% | New | 15,021 | $1.5M |
| Landing Point Financial Group, LLC | 0.79% | Reduce -20.5% | 14,980 | $1.5M |
| Empower Advisory Group, LLC | 0.00% | Add +191.6% | 14,935 | $1.5M |
| Commerce Bank | 0.01% | New | 14,925 | $1.5M |
| Meredith Wealth Planning | 0.47% | Reduce -1.1% | 14,853 | $1.5M |
| Steele Capital Management, Inc. | 0.07% | Reduce -57.2% | 14,829 | $1.5M |
| Guidance Capital, Inc. | 0.39% | Reduce -7.4% | 14,711 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Add +14.4% | 14,671 | $1.5M |
| Partners Wealth Management, LLC | 1.45% | Add +12.0% | 14,615 | $1.5M |
| Kovack Advisors, Inc. | 0.14% | Add +528.4% | 14,591 | $1.5M |
| Sonoma Allocations LLC | 0.53% | — | 14,532 | $1.5M |
| Simplicity Wealth,LLC | 0.08% | Reduce -38.1% | 14,467 | $1.5M |
| Kingswood Wealth Advisors, LLC | 0.09% | Add +67.4% | 14,323 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +16.5% | 14,292 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +39.0% | 14,022 | $1.4M |
| New Millennium Group LLC | 0.63% | Add +37.6% | 13,789 | $1.4M |
| Foster & Motley Inc. | 0.07% | Reduce -5.8% | 13,729 | $1.4M |
| Aire Advisors, LLC | 0.25% | Reduce -15.5% | 13,650 | $1.4M |
| Triumph Capital Management | 0.37% | Reduce -0.8% | 13,637 | $1.4M |
| Sentinel Pension Advisors, LLC | 0.22% | New | 13,633 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -14.0% | 13,563 | $1.4M |
| Lionshead Wealth Management, LLC | 1.08% | Reduce -11.7% | 13,494 | $1.4M |
| Crews Bank & Trust | 0.20% | Add +5.8% | 13,426 | $1.4M |
| Retirement Capital Strategies | 0.52% | Add +9.2% | 13,391 | $1.3M |
| Private Trust Co. NA | 0.12% | Add +16.7% | 13,342 | $1.3M |
| Chapin Davis, Inc. | 0.33% | New | 13,313 | $1.3M |
| Verus Capital Partners, LLC | 0.10% | Reduce -14.9% | 13,287 | $1.3M |
| Shufro Rose & Co. LLC | 0.11% | Add +149.3% | 13,276 | $1.3M |
| Geneva Partners, LLC | 0.49% | Add +4.1% | 13,241 | $1.3M |
| Ramiah Investment Group | 1.18% | Reduce -84.7% | 13,216 | $1.3M |
| WorthPointe, LLC | 0.50% | New | 13,160 | $1.3M |
| Bristlecone Advisors, LLC | 0.11% | Add +146.9% | 12,703 | $1.3M |
| Retireful, LLC | 1.23% | Reduce -13.1% | 12,644 | $1.3M |
| Oakwell Private Wealth Management, LLC | 0.26% | Add +14.2% | 12,634 | $1.3M |
| Luminvest Wealth Management LLC | 0.41% | Add +207.1% | 12,626 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -50.1% | 12,610 | $1.3M |
| CAP Partners, LLC | 0.71% | Add +25.3% | 12,438 | $1.3M |
| CoreCap Advisors, LLC | 0.05% | Add +1.7% | 12,436 | $1.3M |
| Dunhill Financial, LLC | 0.42% | Add +46.9% | 12,285 | $1.2M |
| Blue Capital, Inc. | 0.91% | Add +3.0% | 12,131 | $1.2M |
| RIA Advisory Group LLC | 0.31% | Reduce -20.9% | 12,123 | $1.2M |
| Secure Asset Management, LLC | 0.20% | Reduce -0.4% | 12,140 | $1.2M |
| Seeds Investor LLC | 0.26% | Reduce -40.3% | 12,081 | $1.2M |
| Bayshore Asset Management, LLC | 0.52% | Add +12.0% | 12,032 | $1.2M |
| Wealthquest Corp | 0.10% | Add +11.4% | 11,998 | $1.2M |
| Collier Financial | 0.90% | — | 11,910 | $1.2M |
| Altus Wealth Group LLC | 0.49% | Add +0.0% | 11,868 | $1.2M |
| TBH Global Asset Management, LLC | 0.23% | New | 11,770 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -3.3% | 11,700 | $1.2M |
| 17 Capital Partners, LLC | 0.64% | Add +19.3% | 11,665 | $1.2M |
| Baron Silver Stevens Financial Advisors, LLC | 0.17% | Add +11.3% | 11,649 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.07% | Add +26.0% | 11,455 | $1.2M |
| Pathstone Holdings, LLC | 0.00% | Add +3.8% | 11,452 | $1.2M |
| Fortress Wealth Management, Inc. | 0.51% | Add +4.3% | 11,410 | $1.1M |
| Global Assets Advisory, LLC | 0.34% | Add +12.7% | 11,400 | $1.1M |
| True Freedom Investing, LLC | 0.40% | New | 11,244 | $1.1M |
| Serenus Wealth Advisors, LLC | 0.19% | Add +0.5% | 11,199 | $1.1M |
| Essential Partners LLC | 0.37% | Reduce -0.7% | 11,184 | $1.1M |
| CPR Investments Inc. | 0.77% | Add +0.9% | 11,172 | $1.1M |
| RHS Financial, LLC | 0.58% | Add +239.7% | 11,166 | $1.1M |
| Gallacher Capital Management LLC | 0.44% | New | 11,093 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Add +148.1% | 11,121 | $1.1M |
| ZWJ Investment Counsel Inc. | 0.04% | Add +22.1% | 11,087 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Add +6.2% | 10,925 | $1.1M |
| Savvy Advisors, Inc. | 0.05% | Add +7.1% | 10,910 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Add +0.8% | 10,810 | $1.1M |
| Pure Portfolios Holdings LLC | 0.34% | Add +29.1% | 10,730 | $1.1M |
| Sincerus Advisory, LLC | 0.92% | Add +44.2% | 10,714 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.57% | Reduce -1.6% | 10,552 | $1.1M |
| Berkshire Money Management, Inc. | 0.11% | Reduce -15.7% | 10,542 | $1.1M |
| Goelzer Investment Management, Inc. | 0.06% | Add +19.9% | 10,481 | $1.1M |
| Lumbard & Kellner, LLC | 0.39% | No change | 10,416 | $1.0M |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -8.6% | 10,347 | $1.0M |
| New Wave Wealth Advisors LLC | 0.41% | Add +71.6% | 10,338 | $1.0M |
| Wealth Advisors of Iowa, LLC | 0.35% | New | 10,091 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -66.4% | 9,852 | $992K |
| Nwam LLC | 0.05% | Add +2.2% | 9,800 | $986K |
| Waycross Investment Management Co | 1.00% | Reduce -40.4% | 9,767 | $984K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.96% | Add +11.3% | 9,625 | $969K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -43.9% | 9,452 | $952K |
| One Capital Management, LLC | 0.03% | Reduce -43.5% | 9,413 | $948K |
| Legacy Edge Advisors, LLC | 0.11% | Reduce -21.1% | 9,351 | $942K |
| Elevated Capital Advisors, LLC | 0.23% | Reduce -11.8% | 9,340 | $941K |
| Costello Asset Management, INC | 0.31% | Add +375.1% | 9,284 | $935K |
| Ssi Investment Management LLC | 0.35% | Reduce -1.2% | 9,242 | $931K |
| Denali Advisors LLC | 0.10% | Add +2.2% | 9,225 | $929K |
| Wealthspire Advisors, LLC | 0.00% | Add +181.9% | 9,203 | $927K |
| IFG Advisory, LLC | 0.04% | Add +1.4% | 9,186 | $925K |
| Advisory Alpha, LLC | 0.03% | Add +1.3% | 9,207 | $924K |
| ORG Partners LLC | 0.17% | Add +0.2% | 8,926 | $922K |
| Salomon & Ludwin, LLC | 0.08% | Reduce -21.6% | 9,145 | $918K |
| Argyle Capital Partners, LLC | 0.65% | Add +78.8% | 9,065 | $913K |
| Clarity Financial LLC | 0.09% | Reduce -81.8% | 9,047 | $911K |
| Cosner Financial Group, LLC | 0.48% | Reduce -0.1% | 8,934 | $900K |
| Northern Trust Corp. | 0.00% | New | 8,842 | $890K |
| Evanson Asset Management, LLC | 0.05% | Add +53.5% | 8,756 | $882K |
| Rothschild Investment LLC | 0.05% | Add +0.1% | 8,715 | $878K |
| Stonebrook Private Inc. | 0.19% | New | 8,637 | $870K |
| Bogart Wealth, LLC | 0.04% | Add +18.4% | 8,637 | $870K |
| Tounjian Advisory Partners, LLC | 0.29% | New | 8,586 | $865K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -41.6% | 8,500 | $856K |
| Venturi Wealth Management, LLC | 0.04% | Add +10.1% | 8,477 | $854K |
| GWN Securities Inc. | 0.20% | Reduce -16.9% | 8,423 | $849K |
| Moisand Fitzgerald Tamayo, LLC | 0.10% | Add +217.3% | 8,424 | $848K |
| CreativeOne Wealth, LLC | 0.02% | Add +76.8% | 8,385 | $844K |
| WCM Investment Management, LLC | 0.00% | No change | 8,377 | $844K |
| Zhang Financial LLC | 0.03% | Add +36.4% | 8,325 | $838K |
| Vertex Planning Partners, LLC | 0.16% | New | 8,250 | $831K |
| Freestate Advisors LLC | 0.69% | Add +17.4% | 8,189 | $825K |
| Calton & Associates, Inc. | 0.12% | Reduce -14.9% | 8,188 | $824K |
| Gerber Kawasaki Wealth & Investment Management | 0.03% | New | 8,103 | $816K |
| Brown Miller Wealth Management, LLC | 0.23% | Add +7.5% | 8,090 | $815K |
| Sellwood Investment Partners LLC | 0.32% | Add +1.1% | 8,074 | $813K |
| Bison Wealth, LLC | 0.07% | Add +24.9% | 8,085 | $812K |
| Fiduciary Trust Co | 0.01% | New | 7,963 | $802K |
| Inspire Advisors, LLC | 0.08% | Add +112.2% | 7,946 | $800K |
| Modera Wealth Management, LLC | 0.01% | Add +11.5% | 7,778 | $783K |
| JNBA Financial Advisors | 0.07% | Reduce -76.5% | 7,609 | $766K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +2.7% | 7,536 | $759K |
| Compound Planning, Inc. | 0.02% | Reduce -6.9% | 7,535 | $759K |
| Wick Capital Partners, LLC | 0.18% | Reduce -96.4% | 7,512 | $756K |
| First American Bank | 0.05% | Reduce -33.5% | 7,397 | $745K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -45.2% | 7,381 | $743K |
| Ironwood Investment Management LLC | 0.32% | Add +8.2% | 7,252 | $730K |
| Prostatis Group LLC | 0.18% | Reduce -17.6% | 7,226 | $728K |
| DAVENPORT & Co LLC | 0.00% | Add +5.1% | 7,201 | $725K |
| Austin Private Wealth, LLC | 0.06% | No change | 7,188 | $724K |
| Balboa Wealth Partners | 0.13% | Reduce -69.1% | 7,184 | $723K |
| Harbour Investments, Inc. | 0.02% | Add +1.1% | 7,093 | $714K |
| Pathway Financial Advisors LLC | 0.10% | Reduce -16.8% | 7,078 | $713K |
| Stevens Capital Partners | 0.21% | Add +9.5% | 7,061 | $711K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -39.4% | 7,041 | $709K |
| Modern Wealth Management, LLC | 0.01% | Add +92.3% | 6,954 | $700K |
| Intrua Financial, LLC | 0.08% | Reduce -7.6% | 6,943 | $699K |
| NBZ Investment Advisors LLC | 0.37% | Reduce -25.8% | 6,930 | $698K |
| Virtue Capital Management, LLC | 0.11% | Reduce -38.9% | 1,560 | $698K |
| Toronto Dominion Bank | 0.00% | Add +10045.6% | 6,899 | $695K |
| Consolidated Capital Management, LLC | 0.24% | New | 6,870 | $692K |
| Avior Wealth Management, LLC | 0.02% | Add +62.0% | 6,857 | $691K |
| Sfmg, LLC | 0.05% | Reduce -95.8% | 6,837 | $688K |
| MPWM Advisory Solutions, LLC | 0.41% | Reduce -55.2% | 6,772 | $682K |
| IFG Advisors, LLC | 0.11% | Reduce -10.8% | 6,766 | $681K |
| Flputnam Investment Management Co. | 0.01% | No change | 6,742 | $679K |
| Provident Investment Management, Inc. | 0.06% | Reduce -20.7% | 6,643 | $669K |
| Tudor Investment Corporation | 0.00% | New | 6,587 | $663K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.0% | 6,475 | $652K |
| RDA Financial Network | 0.16% | Reduce -20.2% | 6,474 | $652K |
| First Commonwealth Financial Corp | 0.11% | New | 6,449 | $649K |
| Bridgewater Advisors Inc. | 0.04% | Reduce -3.7% | 6,390 | $642K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -8.5% | 6,338 | $638K |
| Finley Financial, LLC | 0.29% | Add +0.6% | 6,309 | $635K |
| Old Mission Investment Co LLC | 0.15% | New | 6,299 | $634K |
| Regal Investment Advisors LLC | 0.04% | New | 6,190 | $623K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -5.4% | 6,164 | $621K |
| Matauro, LLC | 0.10% | New | 6,145 | $619K |
| Greenwood Gearhart LLC | 0.04% | Add +7.9% | 6,100 | $614K |
| Private Client Services, LLC | 0.20% | Add +48.8% | 6,067 | $611K |
| Sprott Inc. | 0.02% | Reduce -79.1% | 6,055 | $610K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | No change | 6,052 | $609K |
| Fisher Asset Management | 0.00% | Reduce -48.3% | 6,051 | $609K |
| Catalyst Financial Partners LLC | 0.07% | New | 6,012 | $605K |
| Goepper Burkhardt LLC | 0.20% | Reduce -0.6% | 5,942 | $598K |
| Element Wealth, LLC | 0.26% | Reduce -13.1% | 5,905 | $595K |
| KDT Advisors, LLC | 0.87% | New | 5,900 | $594K |
| Texas Yale Capital Corp. | 0.02% | No change | 5,875 | $592K |
| Canal Capital Management, LLC | 0.09% | New | 5,874 | $592K |
| JFG Wealth Management, LLC | 0.12% | New | 5,859 | $590K |
| Fullcircle Wealth LLC | 0.21% | Add +0.2% | 5,872 | $590K |
| GAMCO Investors | 0.01% | New | 5,850 | $589K |
| Advyzon Investment Management, LLC | 0.10% | Add +76.8% | 5,794 | $583K |
| Optivise Advisory Services LLC | 0.35% | Reduce -3.4% | 5,767 | $581K |
| Intelligent Financial Strategies | 0.28% | New | 5,755 | $580K |
| Coyle Financial Counsel LLC | 0.13% | Add +24.5% | 5,754 | $579K |
| Essex Financial Services, Inc. | 0.03% | Reduce -44.1% | 5,740 | $578K |
| Sugar Maple Asset Management, LLC | 0.41% | Add +0.2% | 5,738 | $578K |
| Leo Wealth, LLC | 0.07% | New | 5,658 | $570K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.53% | Add +6.0% | 5,647 | $569K |
| Chicago Partners Investment Group LLC | 0.01% | Add +10.1% | 5,630 | $567K |
| Two Sigma Securities, LLC | 0.08% | Reduce -6.4% | 5,609 | $565K |
| Semper Augustus Investments | 0.07% | Reduce -31.5% | 5,565 | $560K |
| Hanover Advisors Inc. | 0.22% | Reduce -0.9% | 5,525 | $556K |
| Accurate Wealth Management, LLC | 0.07% | No change | 5,450 | $548K |
| West Wealth Group, LLC | 0.12% | Reduce -6.7% | 5,447 | $548K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -85.3% | 5,433 | $547K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +47.0% | 5,426 | $546K |
| SPG Advisors LLC | 6.27% | Add +24.4% | 5,408 | $545K |
| Alaethes Wealth, LLC | 0.15% | Add +22.7% | 5,400 | $544K |
| AlphaCore Capital LLC | 0.02% | Reduce -17.8% | 5,393 | $543K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -8.4% | 5,374 | $541K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +16.9% | 5,303 | $534K |
| Csenge Advisory Group | 0.03% | New | 5,302 | $534K |
| Regency Capital Management Inc.\DE | 0.25% | Reduce -3.3% | 5,290 | $533K |
| Perennial Advisors, LLC | 0.09% | Add +5.5% | 5,288 | $533K |
| Shelton Capital Management | 0.01% | New | 5,241 | $528K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -8.4% | 5,108 | $514K |
| Shayne & Jacobs, LLC | 0.16% | No change | 5,100 | $514K |
| Scarborough Advisors, LLC | 0.09% | Add +94.4% | 5,096 | $513K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -9.1% | 5,075 | $511K |
| Boothe Investment Group, Inc. | 0.18% | No change | 5,000 | $504K |
| Eagle Rock Investment Company, LLC | 0.07% | Add +33.1% | 4,992 | $503K |
| Polen Capital Management LLC | 0.00% | No change | 4,972 | $501K |
| Clarity Capital Advisors, LLC | 0.27% | No change | 4,834 | $487K |
| Strategy Asset Managers LLC | 0.09% | Reduce -1.7% | 4,816 | $485K |
| Koshinski Asset Management, Inc. | 0.03% | Add +18.2% | 4,803 | $484K |
| Andina Capital Management, LLC | 0.27% | Reduce -26.3% | 4,777 | $481K |
| GHP Investment Advisors, Inc. | 0.02% | Add +7.2% | 4,777 | $481K |
| Westmount Partners, LLC | 0.12% | Add +17.3% | 4,701 | $472K |
| Petra Financial Advisors Inc. | 0.27% | Add +40.7% | 4,663 | $470K |
| Brass Tax Wealth Management, Inc. | 0.08% | New | 4,663 | $470K |
| Spinnaker Investment Group, LLC | 0.09% | New | 4,642 | $467K |
| RFG - Bristol Wealth Advisors, LLC | 0.13% | Reduce -94.2% | 4,630 | $466K |
| BankPlus Wealth Management LLC | 0.27% | Reduce -34.5% | 4,623 | $465K |
| Walkner Condon Financial Advisors LLC | 0.07% | Reduce -21.4% | 4,584 | $462K |
| Synovus Financial Corp. | 0.01% | Reduce -2.7% | 4,570 | $460K |
| Trivium Point Advisory, LLC | 0.05% | Add +3.3% | 4,491 | $452K |
| Institute for Wealth Management, LLC. | 0.05% | Add +31.3% | 4,343 | $437K |
| Fiscal Wisdom Wealth Management, LLC | 0.41% | — | 4,316 | $434K |
| FMR LLC | 0.00% | Reduce -10.0% | 4,277 | $431K |
| Ogorek Anthony Joseph /NY/ | 0.12% | Reduce -0.1% | 4,209 | $423K |
| Kingdom Financial Group LLC. | 0.26% | New | 4,196 | $423K |
| Destination Wealth Management | 0.01% | Reduce -20.2% | 4,179 | $421K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -22.1% | 4,148 | $418K |
| Treasure Coast Financial Planning | 0.23% | No change | 4,140 | $417K |
| National Bank of Canada | 0.00% | Add +99.6% | 4,137 | $417K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 4,085 | $411K |
| Weaver Consulting Group | 0.10% | Add +3.6% | 4,018 | $405K |
| LJI Wealth Management, LLC | 0.07% | New | 4,000 | $403K |
| Arkfeld Wealth Strategies, L.L.C. | 0.15% | Add +0.7% | 4,006 | $402K |
| Compound Global Advisors, LLC | 21.73% | New | 3,977 | $400K |
| IFS Group,LLC | 0.35% | — | 3,976 | $399K |
| Jump Financial, LLC | 0.01% | New | 3,949 | $398K |
| Guild Investment Management, Inc. | 0.31% | No change | 3,900 | $393K |
| Sierra Legacy Group | 0.29% | New | 3,900 | $393K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -54.6% | 3,900 | $393K |
| Northland Capital Management LLC | 0.23% | Add +13.7% | 3,890 | $392K |
| Meitav Investment House Ltd. | 0.01% | Reduce -43.2% | 3,885 | $391K |
| Timber Creek Capital Management LLC | 0.09% | Reduce -1.4% | 3,808 | $383K |
| Grant Street Asset Management, Inc. | 0.08% | New | 3,800 | $383K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 3,800 | $383K |
| Rock Point Advisors, LLC | 0.10% | New | 3,759 | $379K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -20.5% | 3,738 | $376K |
| WT Wealth Management | 0.11% | Reduce -0.2% | 3,735 | $376K |
| MSH Capital Advisors LLC | 0.10% | New | 3,700 | $373K |
| New Capital Management LP | 0.10% | Reduce -7.9% | 3,666 | $369K |
| Mach-1 Financial Group, LLC | 0.06% | New | 3,652 | $368K |
| Integrity Advisory Solutions, LLC | 0.06% | — | 3,652 | $368K |
| Note Advisors, LLC | 0.22% | No change | 3,632 | $366K |
| Cedar Wealth Management, LLC | 0.11% | New | 3,632 | $366K |
| American Alpha Advisors, LLC | 0.26% | Reduce -90.4% | 3,626 | $365K |
| Pacifica Partners Inc. | 0.13% | Add +50.1% | 3,593 | $361K |
| Freestone Capital Holdings, LLC | 0.01% | Add +9.3% | 3,568 | $359K |
| Apollon Wealth Management, LLC | 0.01% | Add +60.8% | 3,567 | $359K |
| Jessup Wealth Management, Inc | 0.13% | Reduce -11.1% | 3,550 | $358K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -2.8% | 3,535 | $356K |
| Howe & Rusling Inc. | 0.02% | New | 3,529 | $355K |
| Ledgewood Wealth Advisors, LLC | 0.21% | New | 3,485 | $351K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -62.7% | 3,476 | $350K |
| Summit Financial Wealth Advisors, LLC | 0.05% | No change | 3,477 | $349K |
| Retirement Investment Advisors, Inc. | 0.03% | Reduce -1.1% | 3,453 | $348K |
| Family Investment Center, Inc. | 0.07% | Add +19.3% | 3,451 | $348K |
| LVW Advisors, LLC | 0.04% | New | 3,409 | $343K |
| Beacon Financial Advisory LLC | 0.08% | New | 3,390 | $341K |
| Addison Capital Co | 0.10% | No change | 3,369 | $339K |
| Cable Car Capital, LP | 0.25% | Add +1.1% | 3,327 | $335K |
| Mayport, LLC | 0.07% | No change | 3,325 | $335K |
| Cannon Advisors, Inc. | 0.22% | Reduce -15.5% | 3,314 | $333K |
| Vident Advisory, LLC | 0.00% | Add +8.1% | 3,308 | $333K |
| Capitol Family Office, Inc. | 0.40% | Reduce -0.1% | 3,288 | $331K |
| ELCO Management Co., LLC | 0.17% | Reduce -3.0% | 3,200 | $322K |
| Trustmark Bank Trust Department | 0.02% | New | 3,195 | $322K |
| Blackston Financial Advisory Group, LLC | 0.19% | New | 3,172 | $319K |
| Ycg, LLC | 0.02% | New | 3,138 | $316K |
| Objective Capital Management, LLC | 0.33% | Reduce -46.7% | 3,135 | $316K |
| Sovran Advisors, LLC | 0.03% | Add +31.3% | 3,112 | $313K |
| Andrews, Lucia Wealth Management LLC | 0.19% | New | 3,100 | $312K |
| Madison Wealth Partners, Inc | 0.06% | Add +3.4% | 3,096 | $312K |
| L.K. Benson & Company, P.C. | 0.17% | Add +24.7% | 3,078 | $310K |
| Jacobi Capital Management LLC | 0.02% | New | 3,061 | $308K |
| Dean, Jacobson Financial Services, LLC | 0.22% | No change | 3,060 | $308K |
| MN Wealth Advisors, LLC | 0.16% | Add +1.1% | 3,053 | $307K |
| Cardiff Park Advisors, LLC | 0.02% | New | 3,025 | $305K |
| Widmann Financial Services, Inc. | 0.19% | No change | 3,000 | $302K |
| Narwhal Capital Management | 0.02% | New | 2,988 | $301K |
| Yukon Wealth Management, Inc. | 0.10% | New | 2,987 | $301K |
| Westbourne Investments, Inc. | 0.14% | New | 2,900 | $292K |
| Advisor OS, LLC | 0.03% | New | 2,895 | $291K |
| Bedel Financial Consulting, Inc. | 0.04% | Reduce -10.3% | 2,867 | $289K |
| Frederick Financial Consultants, LLC | 0.16% | New | 2,863 | $288K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Reduce -75.9% | 2,858 | $288K |
| Gables Capital Management Inc. | 0.12% | New | 2,854 | $287K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -23.0% | 2,853 | $287K |
| SilverOak Wealth Management LLC | 0.05% | Add +33.1% | 2,831 | $285K |
| Sweeney & Michel, LLC | 0.10% | Add +2.0% | 2,828 | $284K |
| McKinley Carter Wealth Services, Inc. | 0.01% | New | 2,816 | $284K |
| Agf Management Ltd. | 0.00% | Add +34.4% | 2,812 | $283K |
| Morton Capital Management LLC | 0.05% | Add +19.4% | 2,768 | $279K |
| DMC Group, LLC | 0.19% | Add +31.1% | 2,760 | $278K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,732 | $275K |
| Becker Capital Management Inc. | 0.01% | New | 2,706 | $272K |
| Regatta Capital Group, LLC | 0.04% | New | 2,695 | $271K |
| J. Safra Sarasin Holding AG | 0.00% | New | 2,694 | $271K |
| Sandbox Financial Partners, LLC | 0.08% | Reduce -1.4% | 2,654 | $267K |
| Quartz Partners, LLC | 0.10% | New | 2,650 | $267K |
| Grant Private Wealth Management Inc | 0.16% | New | 2,580 | $260K |
| Consilium Wealth Advisory, LLC | 0.10% | Add +26.5% | 2,558 | $258K |
| LWM Advisory Services, LLC | 0.15% | Reduce -49.5% | 2,522 | $254K |
| IMPACTfolio, LLC | 0.11% | Add +1.1% | 2,518 | $254K |
| Valeo Financial Advisors, LLC | 0.01% | New | 2,511 | $253K |
| Tran Capital Management, L.P. | 0.03% | New | 2,500 | $252K |
| Legacy Wealth Managment, LLC | 0.11% | Reduce -26.5% | 2,489 | $251K |
| GeoWealth Management, LLC | 0.01% | Reduce -1.0% | 2,484 | $250K |
| LaSalle St. Investment Advisors, LLC | 0.04% | New | 2,491 | $250K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -48.1% | 2,456 | $247K |
| Bessemer Group Inc. | 0.00% | New | 2,455 | $247K |
| Financial Guidance Group, Inc. | 0.11% | No change | 2,450 | $247K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,449 | $247K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 2,387 | $240K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 2,387 | $240K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | New | 2,372 | $239K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -51.2% | 2,357 | $237K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.5% | 2,320 | $234K |
| Collective Family Office LLC | 0.06% | New | 2,298 | $231K |
| Fund Evaluation Group, LLC | 0.01% | New | 2,287 | $230K |
| Sightline Wealth Advisors, LLC | 0.10% | Add +1.1% | 2,279 | $229K |
| Quantum Capital Management, LLC / NJ | 0.02% | Add +13.1% | 2,250 | $227K |
| Annex Advisory Services, LLC | 0.00% | New | 2,238 | $225K |
| Founders Grove Wealth Partners, LLC | 0.05% | Reduce -56.2% | 2,236 | $225K |
| Ridgeline Wealth, LLC | 0.17% | No change | 2,236 | $225K |
| Focus Financial Network, Inc. | 0.01% | New | 2,233 | $225K |
| First Hawaiian Bank | 0.03% | No change | 2,224 | $224K |
| Northstar Group, Inc. | 0.03% | Reduce -9.7% | 2,213 | $223K |
| Alkeme Wealth, LLC | 0.10% | No change | 2,193 | $221K |
| Triad Wealth Partners, LLC | 0.03% | New | 2,179 | $219K |
| Brookwood Investment Group LLC | 0.03% | Reduce -45.5% | 2,160 | $217K |
| Seelaus Asset Management LLC | 0.17% | No change | 2,150 | $217K |
| Columbia Advisory Partners LLC | 0.15% | New | 2,142 | $216K |
| HB Wealth Management, LLC | 0.00% | New | 2,110 | $212K |
| Wealthcare Capital Partners, LLC | 0.10% | Reduce -17.7% | 2,102 | $212K |
| Tableaux LLC | 0.08% | New | 2,098 | $211K |
| Liberty Wealth Management LLC | 0.03% | Add +1.1% | 2,094 | $211K |
| Tiaa Trust, National Association | 0.00% | New | 2,085 | $210K |
| Keystone Wealth Services, LLC | 0.05% | Add +0.1% | 2,083 | $210K |
| MMBG Investment Advisors Co. | 0.02% | No change | 2,065 | $208K |
| Bond & Devick Financial Network, Inc. | 0.06% | No change | 2,057 | $207K |
| Aufman Associates Inc | 0.12% | New | 2,043 | $206K |
| Whalen Wealth Management Inc. | 0.12% | Reduce -65.1% | 2,040 | $205K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 2,038 | $205K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.04% | Add +84.0% | 2,033 | $205K |
| United Community Bank | 0.06% | No change | 2,010 | $202K |
| Highline Wealth Partners LLC | 0.05% | Reduce -42.1% | 2,009 | $202K |
| Summit Wealth Partners, LLC | 0.04% | No change | 2,004 | $202K |
| North Capital, Inc. | 0.16% | Add +0.1% | 2,001 | $202K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -23.9% | 2,001 | $201K |
| Raelipskie Partnership | 0.09% | No change | 2,000 | $201K |
| Wulff, Hansen & Co. | 0.17% | No change | 2,000 | $201K |
| Aegis Wealth Management LLC | 0.11% | New | 2,000 | $201K |
| Armor Investment Advisors, LLC | 0.06% | No change | 1,994 | $201K |
| Falcon Wealth Planning | 0.02% | No change | 1,988 | $200K |
| Minot DeBlois Advisors LLC | 0.18% | New | 1,987 | $200K |
| Delta Accumulation, LLC | 1.11% | No change | 1,962 | $198K |
| Guerra Advisors Inc | 0.07% | New | 1,805 | $182K |
| Seneschal Advisors, LLC | 0.13% | New | 1,801 | $181K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,735 | $175K |
| Cohalo Advisory LLC | 13.39% | Reduce -3.7% | 1,704 | $172K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,599 | $161K |
| Ameriflex Group, Inc. | 0.06% | Add +143.8% | 1,526 | $154K |
| FSA Wealth Management LLC | 0.06% | No change | 1,500 | $151K |
| KERR FINANCIAL PLANNING Corp | 0.21% | — | 2,562 | $150K |
| General Partner, Inc. | 0.08% | No change | 1,400 | $141K |
| Sound Income Strategies, LLC | 0.01% | Reduce -11.1% | 1,357 | $136K |
| Transce3nd, LLC | 1.21% | Reduce -99.1% | 1,352 | $136K |
| Asset Dedication, LLC | 0.01% | Reduce -7.8% | 1,346 | $136K |
| Banque Cantonale Vaudoise | 0.00% | New | 1,262 | $127K |
| S.A. Mason LLC | 0.05% | No change | 1,184 | $119K |
| Mather Group, Llc. | 0.00% | New | 1,172 | $118K |
| Spire Wealth Management | 0.00% | Add +29.9% | 1,156 | $116K |
| Creative Financial Designs Inc. | 0.01% | Reduce -1.1% | 1,089 | $110K |
| Chesapeake Asset Management LLC | 0.09% | Reduce -58.0% | 1,005 | $101K |
| Albion Financial Group | 0.01% | Reduce -99.1% | 973 | $98K |
| Stuart Chaussee & Associates, Inc. | 0.02% | Reduce -5.0% | 950 | $96K |
| Crewe Advisors LLC | 0.01% | Add +68.7% | 948 | $95K |
| LRI Investments, LLC | 0.01% | Add +114.0% | 899 | $91K |
| Creekmur Asset Management LLC | 0.01% | Reduce -13.5% | 861 | $87K |
| Kings Path Partners LLC | 0.03% | No change | 836 | $84K |
| Dagco, Inc. | 0.02% | Add +15.8% | 808 | $81K |
| Robinswood Financial LLC | 0.03% | No change | 785 | $79K |
| Investment Counsel Co. of Nevada | 0.15% | Add +1.1% | 753 | $76K |
| Financial Management Professionals, Inc. | 0.01% | No change | 750 | $76K |
| Franklin Resources Inc. | 0.00% | Add +17500.0% | 704 | $71K |
| 2UniFi Bank | 0.04% | No change | 700 | $70K |
| Strengthening Families & Communities, LLC | 0.02% | Add +1.0% | 690 | $69K |
| Delta Asset Management LLC | 0.01% | New | 628 | $63K |
| Clayton Financial Group LLC | 0.04% | New | 598 | $60K |
| McIlrath & Eck, LLC | 0.01% | Reduce -0.7% | 566 | $57K |
| Painted Porch Advisors LLC | 0.02% | No change | 527 | $53K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 523 | $53K |
| Bruce G. Allen Investments, LLC | 0.03% | Reduce -73.9% | 457 | $46K |
| Larson Financial Group LLC | 0.00% | Reduce -21.3% | 430 | $43K |
| Bokf, NA | 0.00% | New | 406 | $41K |
| Grove Bank & Trust | 0.00% | No change | 400 | $40K |
| Community Bank, N.A. | 0.00% | No change | 400 | $40K |
| TCTC Holdings, LLC | 0.00% | No change | 392 | $39K |
| Rossby Financial, LCC | 0.01% | Reduce -66.1% | 393 | $39K |
| Jones Financial Companies LLLP | 0.00% | Add +1241.4% | 389 | $39K |
| Maryland Capital Advisors Inc. | 0.01% | Add +1.1% | 380 | $38K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -94.5% | 331 | $33K |
| Park Place Capital Corp | 0.01% | Reduce -82.3% | 321 | $32K |
| Webster Bank, N. A. | 0.00% | New | 300 | $30K |
| True Wealth Design, LLC | 0.01% | No change | 295 | $30K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 290 | $29K |
| Sachetta, LLC | 0.01% | Reduce -24.9% | 290 | $29K |
| SJS Investment Consulting Inc. | 0.00% | New | 220 | $22K |
| Millstone Evans Group, LLC | 0.01% | Add +118.0% | 218 | $22K |
| Ancora Advisors LLC | 0.00% | Reduce -93.9% | 217 | $22K |
| Financial Consulate, Inc. | 0.00% | New | 213 | $21K |
| Measured Wealth Private Client Group, LLC | 0.01% | New | 205 | $21K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 171 | $17K |
| Quaker Wealth Management, LLC | 0.00% | Add +860.0% | 144 | $15K |
| Simplex Trading, LLC | 0.00% | New | 131 | $13K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 118 | $12K |
| HFM Investment Advisors, LLC | 0.00% | No change | 116 | $12K |
| Bear Mountain Capital, Inc. | 0.00% | New | 114 | $11K |
| Hantz Financial Services, Inc. | 0.00% | New | 114 | $11K |
| Ulland Investment Advisors, LLC | 0.01% | Reduce -96.7% | 102 | $10K |
| GoalVest Advisory LLC | 0.00% | New | 99 | $10K |
| High Note Wealth, LLC | 0.00% | No change | 99 | $10K |
| Key Financial Inc | 0.00% | Reduce -56.3% | 97 | $10K |
| Proathlete Wealth Management LLC | 0.00% | No change | 93 | $9K |
| Clean Yield Group | 0.00% | New | 90 | $9K |
| WFA of San Diego, LLC | 0.01% | No change | 84 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | Add +0.0% | 82 | $8K |
| Blair William & Co. | 0.00% | Add +1.3% | 81 | $8K |
| Proffitt & Goodson Inc. | 0.00% | New | 80 | $8K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 62 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 58 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 54 | $5K |
| Bell Investment Advisors, Inc | 0.00% | No change | 51 | $5K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -72.5% | 50 | $5K |
| Covestor Ltd | 0.00% | New | 38 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 35 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 34 | $3K |
| Montag A & Associates Inc. | 0.00% | New | 31 | $3K |
| Morgan Dempsey Capital Management LLC | 0.00% | Add +2100.0% | 22 | $2K |
| Signaturefd, LLC | 0.00% | New | 18 | $2K |
| Federated Hermes, Inc. | 0.00% | New | 18 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | Reduce -12.5% | 14 | $1K |
| Clearstead Trust, LLC | 0.00% | No change | 13 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -68.4% | 12 | $1K |
| Fifth Third Bancorp | 0.00% | New | 10 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 5 | $504 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $56 |
| Keener Financial Planning LLC | 0.00% | Reduce -97.5% | 3 | $0 |
"% of holder's portfolio" is SGOV's weight in each manager's 13F, not the share of iShares 0-3 Month Treasury B the manager owns.