iShares 1-3 Year Treasury BoSHYETF
13F holders, Q1 2024 (March 31)1,104holders
4famous investors
$81.79avg. 13F price*
At the end of Q1 2024, 1,104 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings. The largest holders were Morgan Stanley ($2.5B), BlackRock Inc. ($2.0B) and Bank of America Corp. ($1.0B). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares 1-3 Year Treasury Bo
- CUSIP
- 464287457
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $281.0M |
| Exits | 95 | $196.5M |
Ownership 1,104 holders
| Morgan Stanley | 0.20% | Add +1.0% | 30,701,724 | $2.5B |
| BlackRock Inc. | 0.05% | Add +31.5% | 24,408,175 | $2.0B |
| Bank of America Corp. | 0.10% | Add +9.0% | 12,648,032 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Reduce -58.2% | 8,871,065 | $725.5M |
| Assetmark, Inc. | 1.95% | Add +140.8% | 7,322,496 | $598.8M |
| Wells Fargo & Company | 0.13% | Add +4.0% | 5,799,693 | $474.3M |
| Balentine LLC | 13.21% | Reduce -33.3% | 5,412,731 | $442.7M |
| UBS Group AG | 0.14% | Reduce -13.7% | 5,355,076 | $437.9M |
| Bank of Montreal | 0.13% | Reduce -3.4% | 5,151,197 | $421.5M |
| Envestnet Asset Management Inc. | 0.16% | Add +6.0% | 5,131,231 | $419.6M |
| LPL Financial LLC | 0.22% | Reduce -8.1% | 5,042,476 | $412.4M |
| Captrust Financial Advisors | 1.42% | Add +8.7% | 4,731,832 | $387.0M |
| Truist Financial Corp. | 0.57% | Reduce -1.0% | 4,590,355 | $375.4M |
| Bank of New York Mellon Corp | 0.07% | Reduce -9.7% | 4,546,159 | $371.8M |
| Pinebridge Investments, L.P. | 2.79% | Add +4.6% | 4,283,000 | $350.3M |
| Royal Bank of Canada | 0.06% | Reduce -2.3% | 3,081,819 | $252.0M |
| Charles Schwab Investment Management Inc. | 0.06% | Reduce -5.8% | 3,076,819 | $251.6M |
| Raymond James & Associates | 0.15% | Reduce -0.8% | 2,770,940 | $226.6M |
| FMR LLC | 0.01% | Reduce -14.7% | 2,465,718 | $201.6M |
| Cerity Partners LLC | 0.51% | Reduce -3.1% | 2,373,802 | $194.0M |
| Ameriprise Financial Inc. | 0.05% | Reduce -28.2% | 2,219,346 | $185.3M |
| Stifel Financial Corp. | 0.19% | Add +92.4% | 2,035,681 | $166.5M |
| Barclays PLC | 0.07% | Add +14.9% | 1,980,796 | $162.0M |
| Osaic Holdings, Inc. | 0.30% | Reduce -3.9% | 1,645,166 | $134.5M |
| Raymond James Financial Services Advisors, Inc. | 0.19% | Reduce -3.7% | 1,574,308 | $128.7M |
| Members Trust Co | 3.64% | Add +96.2% | 1,493,298 | $122.1M |
| Wealthfront Advisers LLC | 0.41% | Add +11.4% | 1,443,945 | $118.1M |
| Matson Money. Inc. | 3.71% | Add +0.9% | 1,367,998 | $111.9M |
| Stephens Inc. | 1.68% | Add +0.2% | 1,322,765 | $108.2M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Reduce -12.3% | 1,230,435 | $100.6M |
| Citigroup Inc. | 0.11% | Reduce -19.5% | 1,225,798 | $100.2M |
| Manufacturers Life Insurance Company, The | 0.09% | Reduce -39.6% | 1,144,924 | $93.6M |
| Perella Weinberg Partners Capital Management LP | 9.18% | Reduce -37.0% | 1,114,775 | $91.2M |
| TD Private Client Wealth LLC | 2.90% | Add +4.8% | 1,079,006 | $88.2M |
| US Bancorp \de | 0.12% | Reduce -10.2% | 1,063,360 | $87.0M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -10.2% | 964,304 | $78.9M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -25.3% | 942,843 | $77.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.85% | Reduce -0.4% | 909,813 | $74.3M |
| HighTower Advisors, LLC | 0.12% | Reduce -19.4% | 891,828 | $72.9M |
| MML Investors Services, LLC | 0.30% | Add +21.9% | 881,217 | $72.1M |
| Commonwealth Equity Services, LLC | 0.12% | Reduce -9.8% | 866,860 | $70.9M |
| Smithfield Trust Co | 3.62% | Add +2.2% | 833,528 | $68.2M |
| Focus Partners Wealth | 0.53% | Add +1876.6% | 797,668 | $65.2M |
| Curi Capital, LLC | 1.39% | New | 725,183 | $59.3M |
| Bleakley Financial Group, LLC | 1.69% | Reduce -0.2% | 712,632 | $58.3M |
| Simplicity Wealth,LLC | 1.39% | New | 712,598 | $58.3M |
| Syon Capital LLC | 5.50% | Reduce -2.4% | 711,014 | $58.1M |
| Pathstone Holdings, LLC | 0.27% | Reduce -3.7% | 695,203 | $56.9M |
| 1832 Asset Management L.P. | 0.10% | Add +87.8% | 692,357 | $56.6M |
| Beacon Investment Advisory Services, Inc. | 2.43% | Add +2.6% | 689,691 | $56.4M |
| HSBC Holdings PLC | 0.04% | Add +118.0% | 688,032 | $56.3M |
| Benjamin F. Edwards & Company, Inc. | 0.99% | Add +7346.0% | 668,426 | $54.7M |
| Private Advisor Group, LLC | 0.39% | Add +75.9% | 667,542 | $54.6M |
| Scopus Asset Management, L.P. | 1.66% | No change | 619,000 | $50.6M |
| GM Advisory Group, LLC | 3.41% | Reduce -6.0% | 594,048 | $48.6M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Reduce -25.2% | 575,027 | $47.0M |
| Flputnam Investment Management Co. | 0.96% | Add +19.5% | 553,634 | $45.3M |
| Evergreen Capital Management LLC | 1.70% | Add +4.1% | 548,630 | $44.9M |
| Clarity Financial LLC | 6.91% | Reduce -40.8% | 545,179 | $44.6M |
| Cetera Investment Advisers | 0.10% | Add +17.4% | 540,428 | $44.2M |
| Element Pointe Advisors, LLC | 11.24% | Reduce -10.9% | 536,516 | $43.9M |
| Fiduciary Group, LLC | 4.77% | Add +2.3% | 533,997 | $43.7M |
| Victory Capital Management Inc. | 0.04% | No change | 517,731 | $42.3M |
| Strategic Investment Advisors / MI | 5.26% | Add +148.1% | 500,785 | $41.0M |
| Renaissance Technologies | 0.06% | New | 483,000 | $39.5M |
| Atwood & Palmer Inc. | 2.99% | Add +11.7% | 482,174 | $39.4M |
| Insight 2811, Inc. | 20.15% | Add +0.7% | 479,640 | $39.2M |
| M&T Bank Corp | 0.13% | Reduce -7.8% | 450,489 | $36.8M |
| Vigilare Wealth Management | 16.79% | Add +2095.1% | 416,491 | $34.1M |
| Lido Advisors, LLC | 0.30% | Add +255.0% | 403,504 | $33.0M |
| Corient Private Wealth LP | 0.06% | Reduce -4.5% | 403,240 | $33.0M |
| Allspring Global Investments Holdings, LLC | 0.05% | Add +55.7% | 392,240 | $32.1M |
| Comerica Bank | 0.14% | Reduce -2.5% | 390,004 | $31.9M |
| Edge Wealth Management LLC | 6.33% | Reduce -4.5% | 368,490 | $30.1M |
| Townsquare Capital LLC | 0.44% | Add +110.6% | 368,278 | $30.1M |
| Traphagen Investment Advisors LLC | 3.14% | Reduce -16.7% | 360,550 | $29.5M |
| America First Investment Advisors, LLC | 7.17% | Add +2.8% | 360,451 | $29.5M |
| Pinnacle Financial Partners Inc | 0.64% | Reduce -39.3% | 358,867 | $29.3M |
| Fifth Third Bancorp | 0.11% | Reduce -6.2% | 357,797 | $29.3M |
| Amundi | 0.01% | Reduce -0.7% | 358,600 | $29.1M |
| Baird Financial Group, Inc. | 0.06% | Add +0.7% | 355,326 | $29.1M |
| Quent Capital, LLC | 3.38% | Add +14.2% | 354,012 | $29.0M |
| Zacks Investment Management | 0.30% | Add +24.8% | 349,503 | $28.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -42.3% | 345,852 | $28.3M |
| Buckingham Strategic Wealth, LLC | 0.27% | Add +1.6% | 317,407 | $26.0M |
| Confluence Investment Management LLC | 0.34% | New | 313,351 | $25.6M |
| Keybank National Association | 0.11% | Reduce -3.4% | 311,861 | $25.5M |
| Haverford Trust Co | 0.26% | Add +10.9% | 301,171 | $24.6M |
| Willis Johnson & Associates, Inc. | 2.13% | Add +5.5% | 299,942 | $24.5M |
| Tiaa Trust, National Association | 0.07% | Reduce -24.8% | 286,734 | $23.4M |
| Orion Porfolio Solutions, LLC | 0.25% | Reduce -7.3% | 280,593 | $22.9M |
| Orion Portfolio Solutions, LLC | 0.25% | Reduce -7.3% | 280,593 | $22.9M |
| Mesirow Financial Investment Management, Inc. | 0.51% | Reduce -3.1% | 274,749 | $22.5M |
| Antara Capital LP | 55.33% | New | 273,686 | $22.4M |
| Peapack Gladstone Financial Corp. | 0.35% | Add +1.6% | 272,322 | $22.3M |
| Mariner, LLC | 0.05% | Add +31.6% | 269,723 | $22.1M |
| Allianz SE | 0.65% | — | 253,056 | $20.7M |
| Envestnet Portfolio Solutions, Inc. | 0.08% | Add +42.7% | 251,895 | $20.6M |
| Advisory Services Network, LLC | 0.46% | Reduce -10.0% | 251,135 | $20.5M |
| United Capital Financial Advisors, LLC | 0.17% | Reduce -5.5% | 249,425 | $20.4M |
| KFA Private Wealth Group, LLC | 6.22% | Add +6.0% | 245,090 | $20.0M |
| Jaffetilchin Investment Partners, LLC | 1.76% | Reduce -13.0% | 239,598 | $19.6M |
| Cypress Capital, LLC | 5.34% | Reduce -3.5% | 238,817 | $19.5M |
| Anchor Capital Advisors LLC | 0.50% | Add +0.8% | 232,856 | $19.0M |
| Foundations Investment Advisors, LLC | 0.49% | Reduce -10.8% | 227,437 | $18.6M |
| Partners Capital Investment Group, LLP | 0.56% | Reduce -15.5% | 227,424 | $18.6M |
| SouthState Bank Corp | 1.41% | Add +24.5% | 221,235 | $18.1M |
| MBL Wealth, LLC | 2.05% | Add +6.8% | 220,210 | $18.0M |
| Wealthcare Advisory Partners LLC | 0.59% | Reduce -13.3% | 219,261 | $17.9M |
| Bartlett & Co. Wealth Management LLC | 0.27% | Add +46.2% | 212,216 | $17.4M |
| Fortis Group Advisors, LLC | 3.19% | Add +454.4% | 211,622 | $17.3M |
| Guggenheim Capital LLC | 0.12% | Add +27.5% | 208,053 | $17.0M |
| Landscape Capital Management, L.L.C. | 1.48% | New | 207,756 | $17.0M |
| Dakota Wealth Management | 0.42% | Add +57.7% | 204,805 | $16.7M |
| Brookstone Capital Management | 0.29% | Reduce -15.2% | 200,545 | $16.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +131.6% | 199,416 | $16.3M |
| Perigon Wealth Management, LLC | 0.49% | Reduce -6.5% | 199,259 | $16.3M |
| Klaas Financial Asset Advisors, LLC | 3.19% | Add +3.4% | 195,294 | $16.0M |
| Sigma Planning Corp | 0.50% | Add +206.5% | 194,076 | $15.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +1.2% | 189,142 | $15.5M |
| Balefire, LLC | 5.41% | Reduce -26.0% | 183,594 | $15.0M |
| Sequoia Financial Advisors, LLC | 0.19% | Add +323.6% | 183,184 | $15.0M |
| Executive Wealth Management, LLC | 1.29% | Add +10.6% | 181,058 | $14.7M |
| Citadel Advisors | 0.01% | Add +84.7% | 176,751 | $14.5M |
| Ballast, Inc. | 4.56% | Add +2.6% | 176,280 | $14.4M |
| Acorns Advisers, LLC | 0.16% | Add +8.2% | 175,906 | $14.4M |
| Creative Planning | 0.02% | Reduce -11.0% | 174,210 | $14.2M |
| 3EDGE Asset Management, LP | 1.10% | Reduce -7.5% | 173,201 | $14.2M |
| Integrated Wealth Concepts LLC | 0.20% | Reduce -8.4% | 172,614 | $14.1M |
| Angeles Wealth Management, LLC | 1.41% | Add +15.8% | 172,267 | $14.1M |
| Starfox Financial Services, LLC | 11.52% | Add +9.5% | 167,363 | $13.6M |
| Private Management Group Inc. | 0.51% | Reduce -20.8% | 164,141 | $13.4M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -5.5% | 162,636 | $13.3M |
| Benedetti & Gucer, Inc. | 6.54% | Add +26.0% | 160,974 | $13.2M |
| Oppenheimer & Co. Inc. | 0.22% | Add +9.8% | 160,618 | $13.1M |
| Alliance Wealth Advisors, LLC | 3.90% | Add +220.5% | 159,811 | $13.1M |
| O'shaughnessy Asset Management, LLC | 0.14% | Add +8.6% | 158,032 | $12.9M |
| Credit Suisse AG/ | 0.01% | Add +73.1% | 152,255 | $12.5M |
| Capital Investment Services of America, Inc. | 1.20% | No change | 152,170 | $12.4M |
| Transamerica Financial Advisors, LLC | 1.26% | Add +208.4% | 150,835 | $12.3M |
| Debussy Capital Management LP | 3.58% | Add +1.4% | 150,956 | $12.3M |
| Atria Wealth Solutions, Inc. | 0.14% | Reduce -3.0% | 149,664 | $12.2M |
| Heck Capital Advisors, LLC | 1.80% | Add +2.6% | 144,191 | $11.8M |
| Main Management LLC | 1.00% | Reduce -0.5% | 143,928 | $11.8M |
| Fisher Asset Management | 0.01% | Reduce -3.5% | 143,846 | $11.8M |
| Leuthold Group, LLC | 1.32% | Add +3.0% | 143,232 | $11.7M |
| Argent Advisors, Inc. | 4.63% | Add +4.1% | 143,016 | $11.7M |
| Jmac Enterprises LLC | 2.16% | Add +26.2% | 142,097 | $11.6M |
| Van Hulzen Asset Management, LLC | 0.76% | Add +1.0% | 139,788 | $11.4M |
| JFS Wealth Advisors, LLC | 0.91% | Add +26.6% | 139,581 | $11.4M |
| InterOcean Capital Group, LLC | 0.27% | Reduce -3.8% | 139,479 | $11.4M |
| Birchcreek Wealth Management, LLC | 5.89% | Add +17.9% | 137,045 | $11.2M |
| Lake Hills Wealth Management, LLC | 10.08% | Reduce -28.1% | 136,956 | $11.2M |
| Ifrah Financial Services, Inc. | 3.13% | Add +5.4% | 136,652 | $11.2M |
| Carr Financial Group Corp | 3.71% | Reduce -2.2% | 136,242 | $11.1M |
| Retirement Group, LLC | 3.98% | Add +2.4% | 135,774 | $11.1M |
| James Investment Research, Inc. | 1.32% | Reduce -12.4% | 135,549 | $11.1M |
| Alterna Wealth Management, Inc. | 8.94% | Add +10.1% | 134,848 | $11.0M |
| Waverly Advisors, LLC | 0.26% | Reduce -10.1% | 132,584 | $10.8M |
| Syntax Research, Inc. | 8.24% | Reduce -1.5% | 131,965 | $10.8M |
| WT Wealth Management | 3.77% | Add +21.5% | 129,006 | $10.6M |
| Kingsview Wealth Management, LLC | 0.26% | Add +2.3% | 128,929 | $10.5M |
| Atria Investments, Inc | 0.14% | Add +81.7% | 128,815 | $10.5M |
| DT Investment Partners, LLC | 1.06% | Add +3.2% | 128,657 | $10.5M |
| Greenwood Capital Associates LLC | 1.40% | Add +3.7% | 128,494 | $10.5M |
| Wealthspire Retirement, LLC | 0.90% | Reduce -2.2% | 127,530 | $10.4M |
| Ted Buchan & Co | 6.36% | Add +16.7% | 126,542 | $10.3M |
| Ancora Advisors LLC | 0.23% | Reduce -0.8% | 125,051 | $10.2M |
| BNP Paribas Financial Markets | 0.01% | Add +12.6% | 124,493 | $10.2M |
| Efficient Advisors, LLC | 0.64% | Reduce -0.3% | 121,811 | $10.0M |
| MTC Wealth Management LLC | 4.55% | Add +116.3% | 121,054 | $9.9M |
| OneDigital Investment Advisors LLC | 0.15% | Add +4.0% | 120,233 | $9.8M |
| Schroder Investment Management Group | 0.01% | No change | 119,928 | $9.8M |
| Prudential Financial Inc. | 0.01% | Reduce -0.4% | 119,662 | $9.8M |
| AdvisorNet Financial, Inc | 0.94% | Add +4.9% | 119,457 | $9.8M |
| CWA Asset Management Group, LLC | 0.59% | Reduce -48.7% | 117,912 | $9.6M |
| Trajan Wealth LLC | 0.65% | — | 117,135 | $9.6M |
| SevenBridge Financial Group, LLC | 2.14% | Reduce -3.9% | 116,367 | $9.5M |
| Trek Financial, LLC | 0.75% | Reduce -50.6% | 115,403 | $9.4M |
| Woodmont Investment Counsel LLC | 0.79% | Add +45.3% | 115,315 | $9.4M |
| Atlas Private Wealth Management, LLC | 3.84% | Add +9.7% | 111,804 | $9.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.28% | Add +14.9% | 111,553 | $9.1M |
| Wellspring Financial Advisors, LLC | 1.44% | Add +31.1% | 111,487 | $9.1M |
| Global Endowment Management, LP | 0.95% | No change | 111,250 | $9.1M |
| Independent Solutions Wealth Management, LLC | 2.16% | Add +11.4% | 111,154 | $9.1M |
| TD Waterhouse Canada Inc. | 0.07% | Add +540.4% | 110,873 | $9.1M |
| Dock Street Asset Management Inc. | 1.35% | Add +7.9% | 110,446 | $9.0M |
| Scotia Capital Inc. | 0.05% | Add +14.8% | 110,116 | $9.0M |
| TRUE Private Wealth Advisors | 1.02% | Reduce -20.4% | 109,114 | $8.9M |
| Cwm, LLC | 0.04% | Add +4.3% | 107,932 | $8.8M |
| Fortem Financial Group, LLC | 3.80% | Add +2.9% | 105,955 | $8.7M |
| Integrated Advisors Network LLC | 0.44% | Reduce -19.9% | 104,868 | $8.6M |
| Cullen/Frost Bankers, Inc. | 0.13% | Add +0.3% | 104,679 | $8.6M |
| WJ Wealth Management, LLC | 3.40% | Reduce -16.8% | 104,447 | $8.5M |
| Core Wealth Advisors, Inc. | 2.90% | Add +3.0% | 104,400 | $8.5M |
| Glenview Trust Co | 0.18% | Reduce -10.3% | 104,335 | $8.5M |
| NewEdge Advisors, LLC | 0.07% | Reduce -12.8% | 104,294 | $8.5M |
| Salomon & Ludwin, LLC | 0.72% | Add +373.6% | 102,433 | $8.4M |
| American International Group, Inc. | 0.03% | No change | 102,300 | $8.4M |
| White Pine Investment CO | 2.47% | Add +5.2% | 102,067 | $8.3M |
| Gemmer Asset Management LLC | 0.97% | Add +6.2% | 101,748 | $8.3M |
| Mutual Advisors, LLC | 0.27% | Add +4.3% | 101,199 | $8.3M |
| Focus Financial Network, Inc. | 0.40% | — | 100,238 | $8.1M |
| Insight Wealth Strategies, LLC | 1.19% | Add +30.2% | 99,362 | $8.1M |
| Pacific Wealth Management | 4.62% | No change | 98,623 | $8.1M |
| Graybill Wealth Management, LTD. | 3.41% | Add +3.4% | 98,853 | $8.1M |
| Stephen J. Garry & Associates, LLC | 8.04% | Add +8.2% | 94,984 | $7.8M |
| Arvest Investments, Inc. | 1.21% | Add +4.0% | 93,400 | $7.6M |
| BBJS Financial Advisors, LLC | 2.71% | Add +6.0% | 92,841 | $7.6M |
| Camden National Bank | 1.33% | Add +1.8% | 92,200 | $7.5M |
| TFC Financial Management, Inc. | 1.33% | Add +30.4% | 91,412 | $7.5M |
| Quadrant Capital Group LLC | 0.59% | Reduce -8.4% | 91,221 | $7.5M |
| HTLF Bank | 0.85% | Reduce -51.5% | 90,585 | $7.4M |
| Ritholtz Wealth Management | 0.25% | Reduce -7.2% | 90,193 | $7.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -36.4% | 90,000 | $7.4M |
| Beam Wealth Advisors, Inc. | 4.42% | Reduce -31.1% | 89,953 | $7.4M |
| StrongBox Wealth, LLC | 3.83% | Add +37.2% | 88,731 | $7.3M |
| Patriot Investment Management Group, Inc. | 0.57% | Add +6.6% | 88,104 | $7.2M |
| Innova Wealth Partners | 5.55% | Reduce -53.7% | 87,854 | $7.2M |
| Becker Capital Management Inc. | 0.24% | Reduce -6.8% | 86,230 | $7.1M |
| Premier Path Wealth Partners, LLC | 1.30% | Add +4077.8% | 86,396 | $6.9M |
| Boston Financial Mangement LLC | 0.22% | Add +4.5% | 84,447 | $6.9M |
| Connectus Wealth, LLC | 0.19% | Reduce -84.8% | 84,108 | $6.9M |
| Auxano Advisors, LLC | 1.99% | Reduce -4.9% | 83,419 | $6.8M |
| Rothschild Wealth LLC | 2.39% | — | 83,136 | $6.8M |
| Biltmore Family Office, LLC | 1.33% | Reduce -3.9% | 82,671 | $6.8M |
| Center For Asset Management LLC | 5.52% | Add +19.0% | 82,529 | $6.7M |
| Kooman & Associates | 2.78% | Add +3.2% | 81,713 | $6.7M |
| Pure Financial Advisors, LLC | 0.21% | Add +4.0% | 80,169 | $6.6M |
| Synovus Financial Corp. | 0.09% | Reduce -84.5% | 80,148 | $6.6M |
| NorthCoast Asset Management LLC | 0.08% | Add +163.5% | 80,035 | $6.5M |
| Greenup Street Wealth Management LLC | 1.64% | Reduce -9.4% | 79,938 | $6.5M |
| American Investment Services, Inc. | 1.15% | Add +4.0% | 79,409 | $6.5M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -9.2% | 78,478 | $6.4M |
| Pointe Capital Management LLC | 3.85% | Add +8.1% | 76,973 | $6.3M |
| Smith Salley Wealth Management | 0.49% | Reduce -39.5% | 76,569 | $6.3M |
| VestGen Investment Management | 1.90% | Add +219.7% | 76,437 | $6.3M |
| Avior Wealth Management, LLC | 0.29% | Reduce -28.3% | 76,318 | $6.2M |
| Keel Point, LLC | 0.64% | Add +37.1% | 75,905 | $6.2M |
| Sequent Planning LLC | 2.22% | — | 74,894 | $6.1M |
| World Investment Advisors | 0.88% | Reduce -13.2% | 74,887 | $6.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.2% | 74,836 | $6.1M |
| Durante & Waters, LLC | 5.56% | Reduce -3.3% | 74,447 | $6.1M |
| Axxcess Wealth Management, LLC | 0.17% | Reduce -30.8% | 74,123 | $6.1M |
| Ascent Group, LLC | 0.53% | Add +35.2% | 73,830 | $6.0M |
| Ausdal Financial Partners, Inc. | 0.70% | Add +110.7% | 73,227 | $6.0M |
| Wolf Group Capital Advisors | 2.82% | No change | 73,269 | $5.9M |
| Morris Financial Concepts, Inc. | 3.04% | Add +5.8% | 72,610 | $5.9M |
| Cambiar Investors LLC | 0.22% | Add +34.5% | 72,083 | $5.9M |
| Retirement Systems of Alabama | 0.02% | No change | 72,000 | $5.9M |
| Snowden Capital Advisors LLC | 0.19% | Add +49.4% | 71,898 | $5.9M |
| National Bank of Canada | 0.01% | Reduce -1.3% | 71,286 | $5.8M |
| National Philanthropic Trust | 0.13% | Reduce -66.9% | 70,783 | $5.8M |
| Leavell Investment Management, Inc. | 0.33% | Reduce -0.9% | 70,610 | $5.8M |
| BayBridge Capital Group, LLC | 4.98% | Add +6.7% | 70,384 | $5.7M |
| Symmetry Partners, LLC | 0.45% | Reduce -3.9% | 69,712 | $5.7M |
| Checchi Capital Advisers, LLC | 0.44% | Reduce -5.8% | 68,982 | $5.6M |
| Bulltick Wealth Management, LLC | 1.17% | Add +46.3% | 68,796 | $5.6M |
| Country Club Bank | 0.40% | Reduce -3.9% | 68,576 | $5.6M |
| Private Advisory Group LLC | 0.79% | Add +147.0% | 67,899 | $5.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 2.34% | Reduce -4.0% | 68,367 | $5.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -68.7% | 67,037 | $5.5M |
| Wick Capital Partners, LLC | 5.30% | Reduce -12.9% | 66,730 | $5.5M |
| Modus Advisors, LLC | 2.02% | Add +2.2% | 66,725 | $5.5M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -13.6% | 66,138 | $5.4M |
| Blair William & Co. | 0.02% | Reduce -1.9% | 65,428 | $5.4M |
| Park Avenue Securities LLC | 0.07% | Add +15.6% | 64,756 | $5.3M |
| Vernal Point Advisors, LLC | 4.50% | Add +4.9% | 64,358 | $5.3M |
| Apella Capital, LLC | 0.26% | Reduce -0.8% | 64,515 | $5.3M |
| Thrivent Financial for Lutherans | 0.01% | Add +31.4% | 64,141 | $5.2M |
| Equitable Holdings, Inc. | 0.06% | Reduce -12.2% | 64,060 | $5.2M |
| Beacon Wealthcare LLC | 2.36% | Add +21.9% | 63,354 | $5.2M |
| Ameliora Wealth Management Ltd. | 2.35% | Add +0.6% | 63,312 | $5.2M |
| Midwest Heritage Bank, FSB | 2.72% | Add +21.9% | 63,222 | $5.2M |
| Russell Investments Group, Ltd. | 0.01% | No change | 63,235 | $5.2M |
| Eley Financial Management, Inc | 2.21% | Reduce -3.1% | 62,694 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -44.3% | 62,381 | $5.1M |
| Sterling Manor Financial, LLC | 3.81% | Add +22.2% | 61,959 | $5.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Add +68.7% | 61,704 | $5.0M |
| US Financial Advisors, LLC | 1.74% | Add +5.0% | 61,347 | $5.0M |
| Prepared Retirement Institute LLC | 3.74% | Add +7.8% | 61,207 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +15.3% | 61,074 | $5.0M |
| HCR Wealth Advisors | 0.76% | Reduce -5.9% | 61,030 | $5.0M |
| NorthCrest Asset Manangement, LLC | 0.17% | Add +3.0% | 60,405 | $4.9M |
| Modern Wealth Management, LLC | 0.46% | Add +382.6% | 60,131 | $4.9M |
| Sugar Maple Asset Management, LLC | 4.67% | — | 59,215 | $4.8M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -43.5% | 58,246 | $4.8M |
| Regal Investment Advisors LLC | 0.32% | Reduce -7.2% | 58,052 | $4.7M |
| Tompkins Financial Corp. | 0.53% | Reduce -0.9% | 57,634 | $4.7M |
| Prospera Financial Services Inc | 0.14% | Reduce -24.4% | 57,327 | $4.7M |
| Proficio Capital Partners LLC | 0.52% | Reduce -27.2% | 57,588 | $4.7M |
| Montag A & Associates Inc. | 0.23% | Add +224.4% | 56,596 | $4.6M |
| TFB Advisors LLC | 1.67% | Add +118.6% | 56,825 | $4.6M |
| Natixis | 0.03% | New | 56,197 | $4.6M |
| Hamilton Wealth, LLC | 1.42% | Add +8.1% | 55,559 | $4.5M |
| Flow Traders U.S. LLC | 0.24% | Reduce -11.9% | 55,497 | $4.5M |
| Retirement Financial Solutions, LLC | 2.31% | Reduce -9.7% | 55,029 | $4.5M |
| Essential Planning, LLC. | 2.25% | No change | 54,796 | $4.5M |
| Buttonwood Financial Advisors Inc. | 2.08% | Add +9.5% | 54,092 | $4.4M |
| Wesbanco Bank Inc. | 0.17% | New | 53,828 | $4.4M |
| HRT Financial LP | 0.03% | New | 53,751 | $4.4M |
| Aua Capital Management, LLC | 2.53% | Reduce -6.0% | 53,727 | $4.4M |
| CPR Investments Inc. | 3.29% | Add +3.0% | 52,879 | $4.3M |
| Concourse Financial Group Securities, Inc. | 0.28% | Reduce -13.9% | 52,504 | $4.3M |
| Performance Wealth Partners, LLC | 0.18% | Reduce -2.2% | 52,233 | $4.3M |
| CIBC Private Wealth Group LLC | 0.01% | Add +265.5% | 51,979 | $4.2M |
| MBA Advisors LLC | 2.18% | Add +7.3% | 51,651 | $4.2M |
| Geneos Wealth Management Inc. | 0.19% | Reduce -1.0% | 51,333 | $4.2M |
| Money Concepts Capital Corp. | 0.38% | Reduce -3.7% | 50,990 | $4.2M |
| Millennium Management | 0.00% | Reduce -18.1% | 50,838 | $4.2M |
| DAVENPORT & Co LLC | 0.03% | Add +41.9% | 50,781 | $4.2M |
| Wilbanks Smith & Thomas Asset Management LLC | 0.12% | Reduce -1.7% | 50,536 | $4.1M |
| Norden Group LLC | 0.84% | New | 50,330 | $4.1M |
| Martin Capital Partners, LLC | 1.58% | Reduce -1.3% | 50,289 | $4.1M |
| Boltwood Capital Management | 1.27% | Add +33.4% | 49,955 | $4.1M |
| Lee Financial Co | 0.68% | Reduce -27.5% | 49,826 | $4.1M |
| Cabot Wealth Management Inc. | 0.52% | Reduce -0.2% | 48,940 | $4.0M |
| SigFig Wealth Management, LLC | 0.15% | Reduce -7.1% | 49,091 | $4.0M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -10.1% | 48,499 | $4.0M |
| Citizens Financial Group Inc. | 0.13% | Add +13.8% | 48,140 | $3.9M |
| Koa Wealth Management, LLC | 3.54% | Add +8.3% | 48,071 | $3.9M |
| Hudock, Inc. | 0.86% | Add +7.5% | 47,986 | $3.9M |
| Delos Wealth Advisors, LLC | 4.39% | Add +68.4% | 47,741 | $3.9M |
| Private Portfolio Partners LLC | 0.81% | Reduce -0.5% | 47,738 | $3.9M |
| Capasso Planning Partners LLC | 1.61% | Add +2.1% | 47,440 | $3.9M |
| Parallel Advisors, LLC | 0.11% | Reduce -18.9% | 47,422 | $3.9M |
| One Day In July LLC | 0.51% | Add +10.6% | 47,222 | $3.9M |
| Portside Wealth Group, LLC | 0.70% | Add +43.3% | 46,428 | $3.8M |
| MinichMacGregor Wealth Management, LLC | 0.96% | Reduce -4.3% | 46,143 | $3.8M |
| Brady Family Wealth, LLC | 1.21% | Add +8.5% | 45,480 | $3.7M |
| Park Edge Advisors, LLC | 1.03% | Reduce -18.5% | 45,105 | $3.7M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +2.3% | 45,092 | $3.7M |
| AE Wealth Management LLC | 0.04% | Reduce -79.1% | 44,297 | $3.6M |
| Larson Financial Group LLC | 0.28% | Add +102.2% | 44,074 | $3.6M |
| Topel & Distasi Wealth Management, LLC | 1.59% | Reduce -0.0% | 44,025 | $3.6M |
| Petix & Botte Co | 0.89% | New | 44,025 | $3.6M |
| Principal Securities, Inc. | 0.11% | Reduce -47.3% | 44,003 | $3.6M |
| Clearstead Advisors, LLC | 0.18% | Reduce -13.0% | 43,867 | $3.6M |
| Counterweight Ventures, LLC | 2.86% | Reduce -7.4% | 43,436 | $3.6M |
| Well Done, LLC | 0.69% | Add +141.3% | 43,002 | $3.5M |
| Winch Advisory Services, LLC | 1.07% | Reduce -3.2% | 42,944 | $3.5M |
| Farther Finance Advisors, LLC | 0.21% | Add +20.7% | 43,150 | $3.5M |
| Cornell University | 51.87% | Reduce -20.1% | 41,816 | $3.4M |
| Presilium Private Wealth, LLC | 0.90% | Reduce -1.4% | 41,712 | $3.4M |
| Apollon Wealth Management, LLC | 0.11% | Reduce -37.7% | 40,959 | $3.3M |
| Orange Investment Advisors, Inc. | 0.40% | Reduce -77.2% | 40,514 | $3.3M |
| Fiduciary Trust Co | 0.05% | Reduce -19.9% | 40,415 | $3.3M |
| Old National Bancorp | 0.08% | No change | 40,227 | $3.3M |
| Mount Lucas Management LP | 1.09% | Reduce -6.0% | 39,955 | $3.3M |
| Harbor Investment Advisory, LLC | 0.34% | Reduce -1.8% | 39,554 | $3.2M |
| Noble Family Wealth, LLC | 0.92% | Reduce -4.5% | 39,336 | $3.2M |
| Independent Financial Group, LLC | 0.15% | Reduce -36.4% | 38,918 | $3.2M |
| OneAscent Financial Services LLC | 0.35% | Add +179.2% | 38,736 | $3.2M |
| Stock Yards Bank & Trust Co. | 0.10% | Reduce -2.7% | 38,322 | $3.1M |
| Eagle Global Advisors LLC | 0.18% | Reduce -87.3% | 38,125 | $3.1M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +26.1% | 37,964 | $3.1M |
| Csenge Advisory Group | 0.17% | Add +87.6% | 37,743 | $3.1M |
| Motiv8 Investments LLC | 2.40% | Add +46.8% | 37,714 | $3.1M |
| Peoples Bank | 1.72% | Add +6.8% | 37,645 | $3.1M |
| New Capital Management LP | 0.90% | Reduce -6.9% | 36,702 | $3.0M |
| Laurel Wealth Advisors LLC | 0.51% | Reduce -0.3% | 36,414 | $3.0M |
| GeoWealth Management, LLC | 0.12% | Add +112.2% | 36,395 | $3.0M |
| IFP Advisors, Inc | 0.13% | Reduce -19.6% | 36,288 | $3.0M |
| NorthRock Partners, LLC | 0.11% | Add +4.6% | 36,266 | $3.0M |
| Values First Advisors, Inc. | 1.73% | Add +7.8% | 36,110 | $3.0M |
| Single Point Partners, LLC | 0.69% | Reduce -3.3% | 36,102 | $3.0M |
| Charter Oak Capital Management, LLC | 0.32% | Reduce -10.3% | 36,060 | $2.9M |
| BlueDrive Global Investors LLP | 4.85% | No change | 35,526 | $2.9M |
| Bison Wealth, LLC | 0.47% | Reduce -23.4% | 35,282 | $2.9M |
| Spire Wealth Management | 0.05% | Reduce -42.7% | 35,224 | $2.9M |
| RFG Advisory, LLC | 0.10% | Add +5.7% | 34,980 | $2.9M |
| NBT Bank, N.A. | 0.21% | Add +30.9% | 34,660 | $2.8M |
| Crescent Grove Advisors, LLC | 0.29% | Add +1.8% | 34,287 | $2.8M |
| Global Retirement Partners, LLC | 0.10% | Add +15.4% | 33,930 | $2.8M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +32.8% | 33,429 | $2.7M |
| Advocacy Wealth Management, LLC | 0.23% | Reduce -35.4% | 33,022 | $2.7M |
| Independent Family Office, LLC | 1.44% | Add +1.8% | 32,923 | $2.7M |
| Chesley Taft & Associates LLC | 0.14% | Reduce -14.3% | 32,710 | $2.7M |
| Veracity Capital LLC | 1.04% | Reduce -35.3% | 32,687 | $2.7M |
| Patten & Patten Inc. | 0.19% | New | 32,656 | $2.7M |
| Councilor Wealth, LLC | 1.34% | Reduce -5.8% | 32,612 | $2.7M |
| Family Wealth Partners, LLC | 1.50% | Reduce -17.0% | 32,410 | $2.7M |
| Cambridge Associates LLC /Ma/ | 0.14% | Reduce -15.9% | 32,005 | $2.6M |
| SG Americas Securities, LLC | 0.01% | Add +295.3% | 31,969 | $2.6M |
| Headinvest, LLC | 0.51% | Add +3.6% | 31,802 | $2.6M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +29.7% | 31,764 | $2.6M |
| IHT Wealth Management, LLC | 0.10% | Reduce -19.2% | 31,226 | $2.6M |
| Archford Capital Strategies, LLC | 0.43% | Reduce -4.4% | 31,203 | $2.6M |
| EPG Wealth Management LLC | 0.62% | Add +3.1% | 30,738 | $2.5M |
| Tillman Hartley LLC | 0.86% | No change | 30,528 | $2.5M |
| Bright Futures Wealth Management, LLC. | 1.34% | — | 30,369 | $2.5M |
| Westside Investment Management, Inc. | 0.59% | Add +1.4% | 30,308 | $2.5M |
| West Paces Advisors Inc. | 0.65% | Reduce -12.8% | 30,279 | $2.5M |
| Financial Advocates Investment Management | 0.14% | Add +20.9% | 29,781 | $2.5M |
| RMR Wealth Builders | 0.30% | Add +0.0% | 30,104 | $2.5M |
| Family Firm, Inc. | 0.60% | Add +10.0% | 29,940 | $2.4M |
| LFA - Lugano Financial Advisors SA | 1.78% | Reduce -0.6% | 29,874 | $2.4M |
| Vontobel Holding Ltd. | 0.02% | No change | 29,816 | $2.4M |
| Commerce Bank | 0.02% | Reduce -2.2% | 29,789 | $2.4M |
| Clearwater Capital Advisors, LLC | 0.26% | Add +0.8% | 29,596 | $2.4M |
| Samalin Investment Counsel, LLC | 1.15% | Add +5.1% | 29,403 | $2.4M |
| Eagle Strategies LLC | 0.53% | Add +391.2% | 29,367 | $2.4M |
| Spreng Capital Management, Inc. | 1.29% | Add +0.6% | 29,281 | $2.4M |
| Mainstay Capital Management LLC | 0.45% | Reduce -3.4% | 28,941 | $2.4M |
| Realta Investment Advisors | 0.49% | Reduce -6.5% | 28,917 | $2.4M |
| Pacific Financial Group Inc. | 1.62% | Reduce -6.5% | 28,776 | $2.4M |
| Camelot Technology Advisors, Inc. | 2.17% | Add +0.4% | 28,691 | $2.3M |
| FinTrust Capital Advisors, LLC | 0.45% | Reduce -18.9% | 28,305 | $2.3M |
| Visionary Wealth Advisors | 0.16% | New | 28,252 | $2.3M |
| Wealthcare Capital Management LLC | 0.26% | Add +0.1% | 28,247 | $2.3M |
| 4J Wealth Management LLC | 1.98% | Reduce -1.3% | 28,055 | $2.3M |
| Merit Financial Group, LLC | 0.05% | Reduce -44.3% | 28,096 | $2.3M |
| Community Trust & Investment Co. | 0.16% | Add +4.4% | 27,880 | $2.3M |
| PFG Investments, LLC | 0.14% | Add +227.9% | 27,781 | $2.3M |
| Penobscot Investment Management Company, Inc. | 0.24% | Add +2.0% | 27,735 | $2.3M |
| NTV Asset Management LLC | 0.35% | Reduce -9.7% | 27,720 | $2.3M |
| Strategy Asset Managers LLC | 0.48% | Add +13.3% | 27,662 | $2.3M |
| Phillips Financial Management, LLC | 0.18% | Reduce -1.9% | 27,439 | $2.2M |
| Retirement Income Solutions, Inc. | 0.50% | Reduce -23.4% | 27,227 | $2.2M |
| CoreCap Advisors, LLC | 0.12% | Reduce -19.9% | 26,838 | $2.2M |
| First Horizon Advisors, Inc. | 0.07% | Reduce -73.2% | 26,720 | $2.2M |
| Probity Advisors, Inc. | 0.45% | Reduce -16.0% | 26,638 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -1.3% | 26,166 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +10.7% | 26,108 | $2.1M |
| Dorsey Wright & Associates | 0.56% | Add +192.2% | 26,027 | $2.1M |
| StoneX Group Inc. | 0.19% | Reduce -4.2% | 25,994 | $2.1M |
| Wescott Financial Advisory Group, LLC | 0.26% | Add +0.7% | 25,961 | $2.1M |
| CreativeOne Wealth, LLC | 0.08% | Add +185.0% | 25,959 | $2.1M |
| Sykon Capital LLC | 0.77% | New | 25,945 | $2.1M |
| Independent Wealth Network Inc. | 0.99% | Add +2.5% | 25,817 | $2.1M |
| Raymond James Trust N.A. | 0.05% | Reduce -31.4% | 25,757 | $2.1M |
| Blue Fin Capital, Inc. | 0.47% | Add +7.2% | 25,732 | $2.1M |
| Cahaba Wealth Management, Inc. | 0.19% | Add +2.8% | 25,726 | $2.1M |
| Burns Matteson Capital Management, LLC | 1.36% | Reduce -5.9% | 25,644 | $2.1M |
| Benjamin Edwards Inc. | 0.41% | Add +1012.0% | 25,521 | $2.1M |
| Rehmann Capital Advisory Group | 0.15% | Reduce -1.7% | 25,278 | $2.1M |
| Wedbush Securities Inc. | 0.08% | Reduce -9.8% | 24,802 | $2.0M |
| Arrow Investment Advisors, LLC | 1.73% | Add +57.5% | 24,776 | $2.0M |
| Smartleaf Asset Management LLC | 0.38% | Reduce -27.9% | 24,158 | $2.0M |
| Lodestar Private Asset Management LLC | 0.28% | Add +0.8% | 24,024 | $2.0M |
| Acorn Wealth Advisors, LLC | 1.02% | Add +52.8% | 23,938 | $2.0M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -7.0% | 23,900 | $2.0M |
| Dorsey & Whitney Trust CO LLC | 0.13% | Reduce -66.7% | 23,766 | $1.9M |
| Peak Asset Management, LLC | 0.38% | Reduce -0.3% | 23,693 | $1.9M |
| Cibc World Market Inc. | 0.01% | Reduce -31.8% | 23,614 | $1.9M |
| Strategic Financial Concepts, LLC | 0.46% | Reduce -5.2% | 23,569 | $1.9M |
| Northeast Financial Group, Inc. | 0.85% | Reduce -6.7% | 23,357 | $1.9M |
| Community Bank, N.A. | 0.25% | Add +18.8% | 23,343 | $1.9M |
| K.J. Harrison & Partners Inc | 0.29% | No change | 23,200 | $1.9M |
| Two Sigma Securities, LLC | 0.09% | Add +54.5% | 23,194 | $1.9M |
| LifeGuide Financial Advisors, LLC | 0.95% | Add +0.7% | 23,163 | $1.9M |
| Crabel Capital Management, LLC | 1.65% | Add +38.9% | 23,162 | $1.9M |
| Ironwood Investment Counsel, LLC | 0.33% | Reduce -12.8% | 22,914 | $1.9M |
| D L Carlson Investment Group Inc. | 0.36% | Add +49.7% | 22,810 | $1.9M |
| First Community Trust NA | 1.75% | No change | 22,804 | $1.9M |
| Hollow Brook Wealth Management LLC | 0.69% | Add +0.8% | 22,791 | $1.9M |
| Strategic Blueprint, LLC | 0.13% | Add +47.4% | 22,791 | $1.9M |
| Nvwm, LLC | 0.51% | Add +1.9% | 22,701 | $1.9M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 22,690 | $1.9M |
| Compound Planning, Inc. | 0.17% | Add +4.8% | 22,625 | $1.9M |
| UMB Bank, n.a. | 0.03% | Reduce -9.3% | 22,519 | $1.8M |
| MSH Capital Advisors LLC | 0.64% | Reduce -39.6% | 22,394 | $1.8M |
| Whitcomb & Hess, Inc. | 0.58% | Add +16.2% | 22,251 | $1.8M |
| Element Wealth, LLC | 1.06% | Add +1.4% | 22,248 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.90% | Reduce -9.7% | 22,023 | $1.8M |
| Capital Advisory Group Advisory Services, LLC | 0.85% | Add +4.0% | 21,908 | $1.8M |
| King Wealth Management Group | 0.31% | Reduce -4.4% | 21,900 | $1.8M |
| MMBG Investment Advisors Co. | 0.19% | No change | 21,884 | $1.8M |
| Napa Wealth Management | 0.94% | Reduce -65.1% | 21,806 | $1.8M |
| Arrowroot Family Office, LLC | 1.14% | Reduce -1.9% | 21,795 | $1.8M |
| Swmg, LLC | 0.80% | New | 21,744 | $1.8M |
| PFG Advisors | 0.13% | Reduce -80.4% | 21,707 | $1.8M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -18.7% | 21,701 | $1.8M |
| Intrua Financial, LLC | 0.27% | Reduce -10.1% | 21,614 | $1.8M |
| Compton Wealth Advisory Group, LLC | 0.48% | New | 21,602 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +7.2% | 21,558 | $1.8M |
| SkyView Investment Advisors, LLC | 0.33% | Reduce -87.6% | 21,500 | $1.8M |
| All Terrain Financial Advisors, LLC | 0.75% | Reduce -3.5% | 21,410 | $1.8M |
| FirstPurpose Wealth LLC | 0.63% | Add +117.3% | 21,458 | $1.7M |
| Verum Partners LLC | 0.61% | Reduce -19.3% | 21,080 | $1.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -11.4% | 21,035 | $1.7M |
| Wolverine Trading, LLC | 0.02% | Add +530.9% | 21,002 | $1.7M |
| Perennial Advisors, LLC | 0.40% | Add +17.7% | 20,794 | $1.7M |
| TCP Asset Management, LLC | 0.45% | Reduce -0.3% | 20,751 | $1.7M |
| EFG Asset Management (Americas) Corp. | 0.52% | Reduce -12.7% | 20,743 | $1.7M |
| Choreo, LLC | 0.04% | Reduce -65.2% | 20,727 | $1.7M |
| Investment Advisory Group, LLC | 0.70% | Add +3.3% | 20,613 | $1.7M |
| WealthShield Partners, LLC | 0.27% | Reduce -5.5% | 20,573 | $1.7M |
| GLOBALT Investments LLC / GA | 0.07% | No change | 20,205 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.55% | — | 20,169 | $1.6M |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 20,112 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.42% | Add +44.5% | 19,905 | $1.6M |
| GenTrust, LLC | 0.10% | Add +307.3% | 19,782 | $1.6M |
| Tactive Advisors, LLC | 0.86% | New | 19,740 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Reduce -9.5% | 19,641 | $1.6M |
| MV Capital Management, Inc. | 0.18% | New | 19,356 | $1.6M |
| CW Advisors, LLC | 0.03% | Reduce -2.7% | 19,302 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.07% | Add +1.4% | 19,106 | $1.6M |
| Midwest Professional Planners, LTD. | 0.55% | Reduce -0.4% | 19,071 | $1.6M |
| Meridian Wealth Management, LLC | 0.26% | Reduce -18.8% | 18,831 | $1.5M |
| Towercrest Capital Management | 0.26% | Reduce -40.4% | 18,744 | $1.5M |
| Northwest Wealth Management, LLC | 0.41% | Reduce -7.0% | 18,473 | $1.5M |
| Principle Wealth Partners LLC | 0.12% | Add +8.0% | 18,352 | $1.5M |
| Roundview Capital LLC | 0.12% | Reduce -1.7% | 18,300 | $1.5M |
| &partners | 0.21% | New | 18,223 | $1.5M |
| Chemistry Wealth Management LLC | 0.40% | Reduce -0.1% | 18,109 | $1.5M |
| Summit Financial Group, Inc. | 0.53% | Reduce -9.1% | 18,103 | $1.5M |
| Continuum Advisory, LLC | 0.22% | Reduce -65.5% | 18,177 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +12.0% | 18,030 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.41% | Add +2.3% | 17,861 | $1.5M |
| Robinson Value Management, Ltd. | 0.98% | Add +48.1% | 17,768 | $1.5M |
| Whitegate Investment Counselors, Inc. | 0.41% | Reduce -5.9% | 17,727 | $1.4M |
| Nwam LLC | 0.12% | Reduce -13.7% | 17,602 | $1.4M |
| Banco Santander, S.A. | 0.02% | Reduce -8.7% | 17,492 | $1.4M |
| Rooted Wealth Advisors, Inc. | 0.70% | Add +6.6% | 17,540 | $1.4M |
| Chartwell Investment Partners, LLC | 0.05% | Add +5.9% | 17,455 | $1.4M |
| Rather & Kittrell, Inc. | 0.43% | Add +1.3% | 17,425 | $1.4M |
| Patten Group, Inc. | 0.35% | Add +2.3% | 17,286 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Add +2.0% | 17,234 | $1.4M |
| Hutchens & Kramer Investment Management Group, LLC | 0.83% | Reduce -5.3% | 17,272 | $1.4M |
| Watchman Group, Inc. | 0.42% | Reduce -2.8% | 16,946 | $1.4M |
| Verus Capital Partners, LLC | 0.15% | Reduce -6.1% | 16,803 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -0.8% | 16,665 | $1.4M |
| Voya Financial Advisors, Inc. | 0.15% | Reduce -14.4% | 16,572 | $1.4M |
| Carnegie Investment Counsel | 0.04% | Reduce -0.8% | 16,474 | $1.3M |
| Biltmore Wealth Management, LLC | 0.64% | No change | 16,378 | $1.3M |
| Brightwater Advisory LLC | 1.07% | Reduce -3.0% | 16,302 | $1.3M |
| Moors & Cabot, Inc. | 0.07% | Add +0.0% | 16,194 | $1.3M |
| Personal Cfo Solutions, LLC | 0.21% | Add +211.5% | 16,165 | $1.3M |
| Capital Asset Advisory Services LLC | 0.08% | Reduce -2.8% | 16,231 | $1.3M |
| Castleview Partners, LLC | 0.73% | Reduce -20.0% | 15,950 | $1.3M |
| TriaGen Wealth Management LLC | 0.54% | Reduce -37.2% | 15,831 | $1.3M |
| Jordan Park Group LLC | 0.08% | Add +0.6% | 15,742 | $1.3M |
| Diversify Advisory Services, LLC | 0.08% | — | 15,819 | $1.3M |
| Howard Capital Management, LLC | 0.14% | New | 15,701 | $1.3M |
| Cascade Financial Partners, LLC | 0.18% | — | 15,724 | $1.3M |
| NDWM LLC | 1.15% | Reduce -7.7% | 15,419 | $1.3M |
| American National Bank & Trust Co. | 0.29% | — | 15,233 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.08% | Add +2.8% | 15,220 | $1.2M |
| SVB Wealth LLC | 0.03% | Add +114.1% | 15,104 | $1.2M |
| Koshinski Asset Management, Inc. | 0.13% | Add +25.2% | 15,030 | $1.2M |
| My Legacy Advisors, LLC | 0.41% | Reduce -7.7% | 15,025 | $1.2M |
| Clear Creek Financial Management, LLC | 0.16% | Reduce -4.3% | 15,019 | $1.2M |
| TrinityPoint Wealth, LLC | 0.20% | Reduce -3.9% | 14,945 | $1.2M |
| Central Pacific Bank - Trust Division | 0.16% | — | 14,968 | $1.2M |
| Aveo Capital Partners, LLC | 0.13% | Reduce -13.9% | 14,906 | $1.2M |
| Capital Investment Advisory Services, LLC | 0.13% | Reduce -12.9% | 14,790 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -83.2% | 14,647 | $1.2M |
| First Foundation Advisors | 0.05% | Reduce -66.9% | 14,534 | $1.2M |
| AIA Group Ltd | 0.04% | New | 14,500 | $1.2M |
| Flagship Private Wealth, LLC | 0.76% | Add +117.3% | 14,324 | $1.2M |
| St. James Investment Company, LLC | 0.19% | Reduce -3.8% | 14,235 | $1.2M |
| IFG Advisory, LLC | 0.09% | Reduce -10.8% | 14,203 | $1.2M |
| Cooper Financial Group | 0.19% | No change | 13,971 | $1.1M |
| Clearbridge Investments, LLC | 0.00% | Reduce -29.9% | 13,880 | $1.1M |
| J. W. Coons Advisors, LLC | 0.20% | Add +0.0% | 13,873 | $1.1M |
| Apexium Financial, LP | 0.08% | Reduce -1.0% | 13,679 | $1.1M |
| Silverleafe Capital Partners, LLC | 0.46% | Reduce -3.0% | 13,642 | $1.1M |
| Shira Ridge Wealth Management | 0.64% | Reduce -17.1% | 13,595 | $1.1M |
| Alhambra Investment Management LLC | 0.60% | Reduce -1.6% | 13,407 | $1.1M |
| Almanack Investment Partners, LLC. | 0.19% | Reduce -75.6% | 13,395 | $1.1M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -2.3% | 13,301 | $1.1M |
| Procyon Advisors, LLC | 0.08% | Reduce -4.3% | 13,161 | $1.1M |
| Financial Management Professionals, Inc. | 0.15% | Add +15.3% | 12,794 | $1.0M |
| Financial Counselors Inc. | 0.02% | Reduce -58.2% | 12,769 | $1.0M |
| International Assets Investment Management, LLC | 0.11% | Reduce -27.4% | 12,832 | $1.0M |
| Belpointe Asset Management LLC | 0.08% | Reduce -4.4% | 12,736 | $1.0M |
| Fort Point Capital Partners LLC | 0.14% | Reduce -72.8% | 12,684 | $1.0M |
| Black Swift Group, LLC | 0.26% | New | 12,600 | $1.0M |
| Welch Group, LLC | 0.05% | Add +0.6% | 12,267 | $1.0M |
| Fidelity D & D Bancorp Inc. | 0.75% | Reduce -21.0% | 12,249 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -97.3% | 12,221 | $999K |
| Level Four Advisory Services, LLC | 0.05% | No change | 12,169 | $998K |
| Rodgers Brothers Inc. | 0.14% | Add +69.4% | 12,200 | $998K |
| Kathleen S. Wright Associates Inc. | 0.47% | Add +13.8% | 12,186 | $997K |
| Consolidated Portfolio Review Corp | 0.26% | Reduce -1.6% | 12,157 | $994K |
| Eagle Asset Management Inc. | 0.01% | Reduce -34.5% | 12,199 | $992K |
| Aries Wealth Management | 0.32% | Add +46.8% | 12,133 | $992K |
| Mattern Wealth Management LLC | 0.24% | Add +0.1% | 12,104 | $990K |
| Howard Financial Services, LTD. | 0.17% | Reduce -4.0% | 11,984 | $980K |
| Herr Investment Group LLC | 0.30% | New | 11,891 | $972K |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -0.3% | 11,838 | $968K |
| Plan Group Financial, LLC | 0.63% | Add +20.3% | 11,814 | $966K |
| Bluesphere Advisors LLC | 0.53% | No change | 11,793 | $964K |
| Beirne Wealth Consulting Services, LLC | 0.41% | No change | 11,770 | $963K |
| Founders Financial Alliance, LLC | 0.29% | Add +1.5% | 11,744 | $960K |
| Acropolis Investment Management, LLC | 0.06% | No change | 11,690 | $956K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.02% | Reduce -11.4% | 11,664 | $954K |
| Bessemer Group Inc. | 0.00% | Reduce -11.3% | 11,613 | $949K |
| Nations Financial Group Inc, /Ia/ | 0.08% | Reduce -23.8% | 11,594 | $948K |
| Ironwood Wealth Management, LLC. | 0.31% | Reduce -5.5% | 11,556 | $945K |
| Searle & Co. | 0.24% | No change | 11,500 | $940K |
| Americana Partners, LLC | 0.08% | Reduce -91.6% | 11,435 | $935K |
| Objective Capital Management, LLC | 0.63% | Add +36.6% | 11,433 | $935K |
| First National Trust Co | 0.04% | Reduce -2.0% | 11,363 | $929K |
| Rothschild Investment LLC | 0.07% | Add +0.8% | 11,316 | $925K |
| TBH Global Asset Management, LLC | 0.18% | Add +66.3% | 11,316 | $925K |
| Rockland Trust Co. | 0.05% | Add +0.3% | 11,290 | $923K |
| M3 Advisory Group, LLC | 0.83% | Add +0.4% | 11,249 | $920K |
| Krilogy Financial LLC | 0.07% | Reduce -6.0% | 11,187 | $915K |
| Enterprise Bank & Trust Co | 0.31% | No change | 11,172 | $914K |
| IPG Investment Advisors LLC | 0.20% | Add +0.1% | 11,172 | $914K |
| Cresset Asset Management, LLC | 0.00% | Add +10.4% | 11,127 | $910K |
| Barry Investment Advisors, LLC | 0.30% | Add +116.7% | 11,074 | $906K |
| Crestone Asset Management LLC | 0.18% | Add +91.6% | 11,040 | $903K |
| Allen Capital Group, LLC | 0.13% | Reduce -55.7% | 11,023 | $901K |
| Regions Financial Corp. | 0.01% | Reduce -6.2% | 11,008 | $900K |
| Zhang Financial LLC | 0.07% | Add +0.3% | 10,813 | $884K |
| Park Place Capital Corp | 0.32% | Add +9.4% | 10,806 | $884K |
| Benedict Financial Advisors Inc. | 0.22% | Add +19.0% | 10,779 | $882K |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 10,765 | $880K |
| Bellecapital International Ltd. | 0.20% | Reduce -1.8% | 10,671 | $873K |
| Drive Wealth Management, LLC | 0.24% | Reduce -54.5% | 10,668 | $872K |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -9.8% | 10,665 | $872K |
| Vicus Capital | 0.08% | Add +9.7% | 10,625 | $869K |
| Blueprint Investment Partners LLC | 0.17% | Reduce -87.3% | 10,585 | $866K |
| Edgestream Partners, L.P. | 0.04% | Add +3.3% | 10,538 | $862K |
| Gallagher Fiduciary Advisors, LLC | 0.03% | Reduce -19.6% | 10,536 | $862K |
| Allred Capital Management, LLC | 0.34% | Reduce -10.9% | 10,530 | $861K |
| Allworth Financial LP | 0.01% | Add +41.1% | 10,517 | $860K |
| GTS Securities LLC | 0.02% | Add +40.1% | 10,509 | $859K |
| Amarillo National Bank | 0.16% | Reduce -3.4% | 10,476 | $857K |
| One Capital Management, LLC | 0.03% | Reduce -12.6% | 10,263 | $839K |
| Roberts Wealth Advisors, LLC | 0.31% | Reduce -4.4% | 10,296 | $836K |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -4.0% | 10,215 | $835K |
| Advanced Asset Management Advisors Inc | 0.21% | Add +18.3% | 10,208 | $835K |
| Glen Eagle Advisors, LLC | 0.16% | Reduce -8.0% | 10,204 | $834K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.37% | Reduce -6.6% | 10,259 | $832K |
| Bridge Advisory, LLC | 0.41% | Reduce -4.1% | 10,158 | $831K |
| Empowered Funds, LLC | 0.01% | Reduce -36.9% | 10,173 | $830K |
| Rwa Wealth Partners, LLC | 0.01% | Add +58.4% | 10,139 | $829K |
| Sierra Capital LLC | 0.11% | New | 10,078 | $824K |
| Garrison Point Advisors, LLC | 0.53% | Reduce -1.9% | 10,035 | $821K |
| Confluence Wealth Services, Inc. | 0.07% | New | 9,981 | $816K |
| Sound View Wealth Advisors Group, LLC | 0.09% | Reduce -0.3% | 9,954 | $814K |
| SignalPoint Asset Management, LLC | 0.22% | Reduce -1.2% | 9,909 | $810K |
| Vaughan David Investments LLC | 0.02% | New | 9,870 | $807K |
| Guardian Capital Advisors LP | 0.09% | Reduce -0.3% | 9,935 | $807K |
| MassMutual Private Wealth & Trust, FSB | 0.03% | Add +4.7% | 9,854 | $806K |
| Gries Financial LLC | 0.13% | Add +5.0% | 9,837 | $804K |
| Simon Quick Advisors, LLC | 0.06% | Reduce -10.7% | 9,800 | $801K |
| Hassell Wealth Management, LLC | 0.51% | New | 9,804 | $797K |
| Johnson Financial Group, Inc. | 0.04% | No change | 9,700 | $793K |
| Compass Ion Advisors, LLC | 0.11% | Add +0.5% | 9,667 | $791K |
| Sinecera Capital, LLC | 1.09% | Add +19.7% | 9,630 | $787K |
| Inscription Capital, LLC | 0.13% | Add +49.9% | 9,567 | $782K |
| Sage Mountain Advisors LLC | 0.08% | No change | 9,500 | $777K |
| Chapin Davis, Inc. | 0.28% | Reduce -0.5% | 9,425 | $771K |
| United Asset Strategies, Inc. | 0.08% | Reduce -1.2% | 9,414 | $770K |
| New South Capital Management Inc. | 0.03% | No change | 9,405 | $769K |
| Stordahl Capital Management, Inc. | 0.19% | Reduce -3.3% | 9,392 | $768K |
| Wilmington Savings Fund Society, FSB | 0.03% | — | 9,377 | $767K |
| Barrett & Company, Inc. | 0.36% | No change | 9,375 | $767K |
| D.A. Davidson & Co. | 0.01% | Reduce -64.4% | 9,347 | $764K |
| Syntal Capital Partners, LLC | 7.55% | New | 9,250 | $756K |
| Renasant Bank | 0.54% | Add +11.2% | 9,242 | $756K |
| Bank of Hawaii | 0.04% | No change | 9,162 | $749K |
| Guerra Pan Advisors, LLC | 0.69% | Reduce -28.4% | 9,075 | $742K |
| Pinnacle Wealth Management Group, Inc. | 0.55% | Reduce -12.7% | 9,074 | $742K |
| Lanark Financial, Inc. | 0.07% | Reduce -7.4% | 9,045 | $739K |
| Silver Oak Securities, Incorporated | 0.11% | Add +41.8% | 9,029 | $738K |
| Lake Street Private Wealth, LLC | 0.10% | Reduce -0.1% | 9,022 | $738K |
| Magnus Financial Group LLC | 0.09% | Reduce -73.5% | 8,991 | $735K |
| Lincoln National Corp. | 0.01% | Reduce -2.1% | 8,985 | $735K |
| Annandale Capital, LLC | 0.17% | No change | 8,928 | $730K |
| Midland Wealth Advisors, LLC | 0.04% | No change | 8,868 | $725K |
| New Century Financial Group, LLC | 0.50% | Reduce -58.5% | 8,834 | $722K |
| Moulton Wealth Management, Inc. | 0.75% | Reduce -2.6% | 8,783 | $718K |
| DeDora Capital, Inc. | 0.23% | Reduce -5.7% | 8,769 | $717K |
| Channel Wealth LLC | 0.29% | Reduce -4.8% | 8,741 | $715K |
| WESCAP Management Group, Inc. | 0.21% | New | 8,715 | $713K |
| SkyOak Wealth, LLC | 0.17% | Reduce -7.5% | 8,698 | $711K |
| Strata Wealth Advisors, LLC | 0.25% | Add +49.2% | 8,529 | $697K |
| Sugarloaf Wealth Management, LLC | 0.14% | Reduce -0.0% | 8,497 | $695K |
| Farmers National Bank | 0.21% | Add +41.8% | 8,489 | $694K |
| Ridgepath Capital Management LLC | 0.78% | New | 8,440 | $690K |
| Addison Advisors LLC | 0.24% | Add +76.5% | 8,435 | $690K |
| Freedom Investment Management, Inc. | 0.05% | Add +1.3% | 8,369 | $684K |
| Mattern Capital Management, LLC | 0.09% | Reduce -2.9% | 8,301 | $679K |
| Forum Private Client Group LLC | 0.33% | Reduce -46.4% | 8,265 | $676K |
| Hilltop Holdings Inc. | 0.07% | Reduce -12.1% | 8,245 | $674K |
| Moneco Advisors, LLC | 0.11% | Add +83.8% | 8,190 | $670K |
| Quadcap Wealth Management, LLC | 0.15% | Add +72.5% | 8,150 | $667K |
| HighMark Wealth Management LLC | 0.41% | Reduce -36.6% | 7,754 | $662K |
| Bfsg, LLC | 0.09% | Reduce -1.7% | 8,085 | $661K |
| Clark Capital Management Group, Inc. | 0.00% | New | 8,078 | $661K |
| Blue Trust, Inc. | 0.01% | Reduce -57.6% | 8,030 | $657K |
| Oliver Luxxe Assets LLC | 0.14% | Reduce -6.3% | 8,013 | $655K |
| Bromfield Sneider Wealth Advisors | 0.40% | No change | 7,969 | $652K |
| Oxbow Advisors, LLC | 0.09% | Add +4.6% | 7,894 | $646K |
| Empirical Asset Management, LLC | 0.31% | Reduce -6.7% | 7,860 | $643K |
| Stolper Co | 0.23% | Add +2.8% | 7,837 | $641K |
| JNBA Financial Advisors | 0.07% | Reduce -3.8% | 7,825 | $640K |
| Foundry Financial Group, Inc. | 0.46% | Add +0.3% | 7,815 | $639K |
| ETF Store, Inc. | 0.36% | Reduce -2.2% | 7,787 | $637K |
| Gibbs Wealth Management | 0.37% | — | 7,772 | $636K |
| Priebe Wealth Holdings LLC | 0.49% | Add +10.3% | 7,752 | $634K |
| Kovack Advisors, Inc. | 0.08% | Add +0.1% | 7,748 | $634K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -39.0% | 7,670 | $627K |
| Patton Fund Management, Inc. | 0.11% | Add +5.3% | 7,627 | $624K |
| Baker Ellis Asset Management LLC | 0.09% | No change | 7,626 | $624K |
| Northwest Capital Management Inc | 0.20% | Add +1.3% | 7,584 | $620K |
| ARS Wealth Advisors Group, LLC | 0.08% | Add +31.6% | 7,530 | $616K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.6% | 7,516 | $615K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -5.0% | 7,486 | $612K |
| Baker Tilly Wealth Management, LLC | 0.11% | Add +8.3% | 7,468 | $611K |
| West Michigan Advisors, LLC | 0.20% | Reduce -24.9% | 7,458 | $610K |
| Financial Network Wealth Advisors LLC | 0.60% | Add +75.6% | 7,431 | $608K |
| TruWealth Advisors, LLC | 0.04% | Reduce -4.1% | 7,412 | $606K |
| JPL Wealth Management, LLC | 0.33% | Add +27.7% | 7,385 | $604K |
| Avaii Wealth Management, LLC | 0.35% | Reduce -35.8% | 7,380 | $604K |
| Secure Asset Management, LLC | 0.14% | No change | 7,380 | $604K |
| Jacobi Capital Management LLC | 0.06% | Reduce -2.0% | 7,356 | $602K |
| Redhawk Wealth Advisors, Inc. | 0.10% | Reduce -0.0% | 7,322 | $599K |
| Diversified Portfolios, Inc. | 0.08% | No change | 7,270 | $595K |
| Atlas Capital Advisors Inc. | 0.09% | Reduce -89.4% | 7,268 | $594K |
| White Pine Capital LLC | 0.23% | Reduce -42.8% | 7,304 | $593K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.15% | Reduce -0.5% | 7,242 | $592K |
| Farmers Trust Co. | 0.12% | No change | 7,200 | $589K |
| Heritage Wealth Partners, LLC | 1.19% | No change | 7,105 | $583K |
| 180 Wealth Advisors, LLC | 0.10% | Reduce -24.3% | 7,112 | $582K |
| Lifeworks Advisors, LLC | 0.16% | Reduce -19.4% | 7,050 | $577K |
| Addison Capital Co | 0.29% | Add +71.1% | 7,046 | $576K |
| Private Trust Co. NA | 0.06% | Reduce -14.0% | 7,028 | $575K |
| Purus Wealth Management, LLC | 0.28% | No change | 7,012 | $573K |
| Flagstar Securities, Inc. | 0.16% | Add +31.4% | 6,948 | $568K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -8.7% | 6,942 | $568K |
| Advisory Research Inc. | 0.11% | Add +135.1% | 6,925 | $566K |
| Fermata Advisors, LLC | 0.13% | No change | 6,906 | $565K |
| Berger Financial Group, Inc | 0.05% | Reduce -1.1% | 6,871 | $562K |
| Embree Financial Group | 0.11% | New | 6,795 | $556K |
| Pine Valley Investments Ltd Liability Co | 0.04% | Reduce -17.2% | 6,789 | $555K |
| Greenspring Advisors, LLC | 0.14% | No change | 6,779 | $554K |
| Falcon Wealth Planning | 0.09% | Reduce -18.9% | 6,763 | $553K |
| Easterly Investment Partners LLC | 0.04% | Reduce -89.9% | 6,734 | $551K |
| Kingfisher Capital LLC | 0.13% | Reduce -3.0% | 6,731 | $550K |
| Westwind Capital | 0.14% | Add +20.6% | 6,708 | $549K |
| Good Life Advisors, LLC | 0.05% | Reduce -2.9% | 6,646 | $544K |
| Beacon Financial Advisory LLC | 0.26% | Add +29.1% | 6,540 | $535K |
| Live Oak Private Wealth LLC | 0.09% | Add +28.8% | 6,534 | $534K |
| Hudson Capital Management LLC | 0.19% | Add +84.9% | 6,506 | $532K |
| Raab & Moskowitz Asset Management LLC | 0.15% | Reduce -6.8% | 6,500 | $532K |
| S. R. Schill & Associates | 0.23% | No change | 6,468 | $529K |
| Clarity Capital Partners LLC | 0.35% | Reduce -0.0% | 6,450 | $527K |
| Sollinda Capital Management LLC | 0.16% | Reduce -49.7% | 6,386 | $522K |
| Beverly Hills Private Wealth, LLC | 0.12% | New | 6,362 | $520K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -5.4% | 6,390 | $519K |
| Invesco Ltd. | 0.00% | Add +1.9% | 6,346 | $519K |
| Shayne & Jacobs, LLC | 0.14% | Reduce -2.6% | 6,310 | $516K |
| Yarger Wealth Strategies, LLC | 0.35% | Add +0.6% | 6,299 | $515K |
| United Community Bank | 0.20% | No change | 6,295 | $515K |
| AlTi Global, Inc. | 0.01% | No change | 6,291 | $514K |
| Ballast Advisors LLC | 0.17% | Reduce -16.7% | 6,273 | $513K |
| Resonant Capital Advisors, LLC | 0.04% | Reduce -40.8% | 6,217 | $508K |
| First Financial Bank - Trust Division | 0.05% | Reduce -4.6% | 6,201 | $507K |
| FWL Investment Management, LLC | 0.28% | Reduce -63.0% | 6,190 | $506K |
| Lester Murray Antman dba SimplyRich | 0.16% | Reduce -1.0% | 6,140 | $503K |
| E&G Advisors, LLC | 0.16% | No change | 6,150 | $503K |
| KM Capital Management Ltd. | 0.28% | Add +98.7% | 6,140 | $502K |
| Shepherd Financial Partners LLC | 0.07% | Add +3.1% | 6,117 | $500K |
| Chicago Wealth Management, Inc. | 0.29% | Reduce -0.7% | 6,032 | $493K |
| Onyx Bridge Wealth Group LLC | 0.09% | Reduce -8.4% | 6,064 | $492K |
| Windward Private Wealth Management Inc. | 0.20% | Reduce -7.7% | 6,022 | $492K |
| SPC Financial, Inc. | 0.05% | Add +6.2% | 6,016 | $492K |
| Sunbelt Securities, Inc. | 0.05% | Add +3.1% | 6,013 | $492K |
| Summa Corp. | 0.27% | No change | 6,000 | $491K |
| DMC Group, LLC | 0.42% | Add +17.8% | 5,971 | $488K |
| Sax Wealth Advisors, LLC | 0.06% | Reduce -3.0% | 5,921 | $484K |
| 1620 Investment Advisors, Inc. | 0.49% | Add +23.3% | 5,920 | $484K |
| Mission Creek Capital Partners, Inc. | 0.12% | Reduce -14.3% | 5,847 | $478K |
| Trust Co | 0.06% | No change | 5,840 | $478K |
| NCM Capital Management, LLC | 0.27% | Add +12.0% | 5,795 | $474K |
| Summit Financial, LLC | 0.03% | Add +107.7% | 5,792 | $474K |
| Cherry Tree Wealth Management, LLC | 0.12% | Add +2.1% | 5,784 | $473K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +0.3% | 5,727 | $468K |
| Southeast Asset Advisors, LLC | 0.06% | No change | 5,710 | $467K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -14.9% | 5,679 | $464K |
| Franklin Resources Inc. | 0.00% | Reduce -21.9% | 5,641 | $461K |
| Twele Capital Management, Inc. | 0.10% | Reduce -81.5% | 5,598 | $458K |
| Busey Bank | 0.02% | No change | 5,565 | $455K |
| Cadinha & Co. LLC | 0.08% | Reduce -1.5% | 5,512 | $451K |
| Banque Pictet & Cie SA | 0.00% | No change | 5,464 | $447K |
| Centurion Wealth Management LLC | 0.18% | Reduce -14.8% | 5,460 | $447K |
| AlphaCentric Advisors LLC | 0.27% | Reduce -51.9% | 5,458 | $446K |
| Weaver Consulting Group | 0.17% | Reduce -2.6% | 5,453 | $446K |
| LifePro Asset Management | 0.29% | New | 5,408 | $442K |
| LCNB Corp. | 0.16% | Reduce -26.2% | 5,280 | $432K |
| First Hawaiian Bank | 0.01% | Add +0.7% | 5,265 | $431K |
| Seelaus Asset Management LLC | 0.44% | Reduce -22.7% | 5,222 | $427K |
| Arkfeld Wealth Strategies, L.L.C. | 0.23% | Add +0.3% | 5,260 | $426K |
| Hancock Whitney Corp. | 0.01% | No change | 5,178 | $423K |
| Mechanics Bank Trust Department | 0.06% | Reduce -25.6% | 5,165 | $422K |
| Transcend Capital Advisors, LLC | 0.03% | Add +10.0% | 5,161 | $422K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.4% | 5,161 | $422K |
| Verdence Capital Advisors LLC | 0.04% | Add +1.6% | 5,126 | $419K |
| North Star Investment Management Corp. | 0.03% | Reduce -13.4% | 5,114 | $418K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -2.6% | 5,111 | $418K |
| Custom Portfolio Group LLC | 0.34% | No change | 5,085 | $416K |
| Legacy Private Trust Co. | 0.03% | Reduce -46.1% | 5,080 | $415K |
| WNY Asset Management, LLC | 0.06% | Reduce -1.7% | 5,033 | $412K |
| Boyd Watterson Asset Management LLC | 0.15% | No change | 5,000 | $409K |
| Asset Management Group, Inc. | 0.06% | Add +0.6% | 4,999 | $409K |
| Joseph P. Lucia & Associates, LLC | 0.22% | Reduce -5.0% | 4,963 | $406K |
| WealthPlan Investment Management, LLC | 0.06% | No change | 4,931 | $403K |
| Catalyst Financial Partners LLC | 0.10% | Add +8.9% | 4,911 | $399K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -32.1% | 4,869 | $398K |
| GW Henssler & Associates Ltd. | 0.02% | Add +29.6% | 4,851 | $397K |
| AMG National Trust Bank | 0.01% | Reduce -4.4% | 4,825 | $395K |
| Trilogy Capital Inc. | 0.02% | Reduce -11.5% | 4,813 | $394K |
| Interactive Financial Advisors, Inc. | 0.22% | Reduce -96.3% | 4,781 | $391K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 4,775 | $391K |
| Middleton & Co. Inc. | 0.04% | New | 4,767 | $390K |
| Aspiriant, LLC | 0.02% | New | 4,745 | $388K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.7% | 4,740 | $388K |
| Householder Group Estate & Retirement Specialist, LLC | 0.12% | Reduce -0.3% | 4,739 | $388K |
| Great Point Wealth Advisors, LLC | 0.09% | Reduce -98.1% | 4,713 | $385K |
| Bokf, NA | 0.01% | No change | 4,728 | $385K |
| L.M. Kohn & Company | 0.11% | New | 4,654 | $381K |
| Able Wealth Management LLC | 0.33% | Add +0.5% | 4,624 | $378K |
| A. D. Beadell Investment Counsel, Inc. | 0.33% | Add +12.8% | 4,625 | $378K |
| Savant Capital, LLC | 0.00% | Reduce -18.1% | 4,600 | $376K |
| Dimension Capital Management LLC | 0.07% | No change | 4,583 | $375K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.11% | Reduce -16.7% | 4,573 | $374K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +6.0% | 4,560 | $373K |
| Lakeridge Wealth Management LLC | 0.24% | Add +12.2% | 4,549 | $372K |
| PrairieView Partners, LLC | 0.04% | Reduce -0.5% | 4,540 | $372K |
| Up Strategic Wealth Investment Advisors LLC | 0.61% | Reduce -11.7% | 4,548 | $372K |
| Whittier Trust Co. | 0.01% | No change | 4,543 | $372K |
| Tilia Fiduciary Partners, Inc. | 0.30% | New | 4,516 | $369K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -40.3% | 4,506 | $369K |
| Disciplined Investments, LLC | 0.20% | Reduce -4.2% | 4,422 | $362K |
| Autumn Glory Partners, LLC | 0.18% | No change | 4,407 | $360K |
| Joel Isaacson & Co., LLC | 0.02% | Reduce -30.3% | 4,334 | $354K |
| SlateStone Wealth, LLC | 0.04% | Reduce -37.9% | 4,314 | $353K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -60.9% | 4,316 | $352K |
| Significant Wealth Partners LLC | 0.23% | New | 4,289 | $351K |
| Stapp Wealth Management, PLLC | 0.61% | No change | 4,275 | $350K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -2.2% | 4,268 | $349K |
| SWP Financial LLC | 0.24% | Add +3.4% | 4,264 | $349K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -10.3% | 4,229 | $346K |
| Fairfield, Bush & Co. | 0.20% | No change | 4,225 | $346K |
| Prosperity Consulting Group, LLC | 0.04% | New | 4,211 | $344K |
| Phoenix Financial Ltd. | 0.00% | No change | 4,209 | $344K |
| Bremer Bank National Association | 0.06% | No change | 4,208 | $344K |
| Evanson Asset Management, LLC | 0.03% | Reduce -21.3% | 4,189 | $343K |
| HBW Advisory Services LLC | 0.06% | No change | 4,154 | $341K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -9.5% | 4,157 | $340K |
| McDonald Partners LLC | 0.09% | New | 4,156 | $340K |
| Capital Analysts, LLC | 0.02% | Reduce -42.7% | 4,140 | $339K |
| Lion Street Advisors, LLC | 0.14% | No change | 4,091 | $336K |
| Retirement Capital Strategies | 0.14% | Add +1.5% | 4,100 | $335K |
| Arkadios Wealth Advisors | 0.03% | Reduce -35.5% | 4,081 | $334K |
| Lokken Investment Group LLC | 0.17% | Add +7.3% | 4,056 | $332K |
| Arkos Global Advisors | 0.05% | No change | 4,027 | $329K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +12.0% | 4,019 | $329K |
| Caldwell Sutter Capital, Inc. | 0.16% | Add +2.1% | 4,011 | $328K |
| Forte Asset Management LLC | 0.20% | New | 4,000 | $327K |
| Horizons Wealth Management | 0.21% | No change | 3,983 | $327K |
| Brickley Wealth Management | 0.07% | No change | 3,990 | $326K |
| Cordgrass Capital Advisors, LLC | 0.10% | Add +5.4% | 3,982 | $326K |
| Rollins Financial Advisors, LLC | 0.06% | Reduce -43.5% | 3,981 | $326K |
| Alliance Wealth Management Group | 0.10% | Reduce -42.5% | 3,973 | $325K |
| Tectonic Advisors LLC | 0.02% | Reduce -10.6% | 3,965 | $324K |
| Cadent Capital Advisors, LLC | 0.13% | Reduce -74.9% | 3,954 | $323K |
| GFG Capital, LLC | 0.08% | New | 22,095 | $323K |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0.42% | No change | 3,914 | $320K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -11.7% | 3,909 | $320K |
| Little House Capital LLC | 0.11% | Reduce -95.5% | 3,898 | $319K |
| Hexagon Capital Partners LLC | 0.07% | Reduce -30.7% | 3,897 | $319K |
| Prudential PLC | 0.00% | New | 3,829 | $313K |
| Ingalls & Snyder LLC | 0.01% | Reduce -37.0% | 3,825 | $313K |
| SpiderRock Advisors, LLC | 0.01% | — | 3,823 | $312K |
| Glass Jacobson Investment Advisors llc | 0.12% | Reduce -4.4% | 3,790 | $310K |
| Arbor Trust Wealth Advisors, LLC | 0.17% | Add +5.7% | 3,791 | $307K |
| Sonata Capital Group Inc. | 0.14% | Add +0.1% | 3,753 | $307K |
| Legacy Capital Group California, Inc. | 0.11% | Reduce -5.2% | 3,746 | $306K |
| Prelude Capital Management, LLC | 0.02% | New | 3,730 | $305K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -91.7% | 3,725 | $305K |
| Pinion Investment Advisors, LLC | 0.16% | New | 3,682 | $301K |
| M. Kulyk & Associates, LLC | 0.07% | Add +3.2% | 3,617 | $296K |
| Stephens Group Asset Management, LLC | 0.03% | No change | 3,572 | $292K |
| Garden State Investment Advisory Services LLC | 0.11% | Reduce -4.1% | 3,562 | $292K |
| Willow Creek Wealth Management Inc. | 0.03% | Reduce -3.7% | 3,537 | $289K |
| Steward Partners Investment Solutions, LLC | 0.05% | New | 3,439 | $281K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -32.8% | 3,406 | $279K |
| Optimum Investment Advisors | 0.13% | Reduce -3.8% | 3,378 | $276K |
| Columbus Macro, LLC | 0.10% | Reduce -1.1% | 3,354 | $274K |
| WMS Partners, LLC | 0.02% | Add +12.4% | 3,325 | $272K |
| AllSquare Wealth Management LLC | 0.16% | No change | 3,250 | $266K |
| Tiemann Investment Advisors, LLC | 0.12% | No change | 3,250 | $266K |
| Arrow Financial Corp | 0.03% | No change | 3,226 | $264K |
| Cynosure Group, LLC | 0.05% | No change | 3,194 | $261K |
| Founders Financial Securities LLC | 0.03% | Reduce -1.2% | 3,166 | $259K |
| Clearstead Trust, LLC | 0.07% | Add +0.6% | 3,119 | $255K |
| Capital Investment Counsel, LLC | 0.05% | New | 3,117 | $255K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -54.9% | 3,113 | $255K |
| Advisor Resource Council | 0.11% | Reduce -94.6% | 3,102 | $254K |
| Straight Path Wealth Management | 0.14% | Reduce -5.9% | 3,100 | $254K |
| Napatree Capital LLC | 0.24% | No change | 3,110 | $252K |
| Lyell Wealth Management, LP | 0.03% | Reduce -10.8% | 3,085 | $252K |
| Guidance Capital, Inc. | 0.09% | Add +0.4% | 3,042 | $247K |
| Argent Trust Co | 0.01% | New | 3,006 | $246K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.11% | No change | 3,000 | $245K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 3,000 | $245K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $245K |
| GFS Advisors, LLC | 0.04% | No change | 3,000 | $245K |
| Brown Advisory Inc. | 0.00% | Reduce -91.8% | 2,977 | $243K |
| Buck Wealth Strategies, LLC | 0.08% | New | 2,970 | $243K |
| Tempus Wealth Planning, LLC | 0.11% | No change | 2,963 | $242K |
| Towneley Capital Management, Inc / DE | 0.06% | Add +0.5% | 2,944 | $241K |
| Investment House LLC | 0.01% | Reduce -4.0% | 2,938 | $240K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,903 | $237K |
| Harbour Investments, Inc. | 0.01% | Reduce -6.8% | 2,896 | $237K |
| Venture Visionary Partners LLC | 0.01% | Add +0.1% | 2,895 | $237K |
| NewEdge Wealth, LLC | 0.01% | New | 2,917 | $237K |
| Watts Gwilliam & Co., LLC | 0.07% | — | 2,885 | $235K |
| Composition Wealth, LLC | 0.01% | Reduce -90.9% | 2,866 | $234K |
| Independent Advisor Alliance | 0.01% | Reduce -42.7% | 2,835 | $232K |
| Fiduciary Alliance LLC | 0.04% | Add +4.5% | 2,828 | $230K |
| Certuity, LLC | 0.02% | No change | 2,789 | $228K |
| Ridgewood Investments LLC | 0.12% | New | 2,783 | $228K |
| Southland Equity Partners LLC | 0.06% | Reduce -2.7% | 2,779 | $227K |
| Mgo One Seven LLC | 0.01% | New | 2,769 | $226K |
| Legacy Advisors, LLC | 0.03% | New | 2,756 | $226K |
| Shaker Investments LLC | 0.10% | New | 2,758 | $226K |
| Passive Capital Management, LLC. | 0.09% | No change | 2,753 | $225K |
| 1834 Investment Advisors Co. | 0.03% | No change | 2,710 | $222K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 2,705 | $221K |
| Aerodigm Wealth, LLC | 0.09% | Reduce -56.1% | 2,697 | $221K |
| EverSource Wealth Advisors, LLC | 0.02% | New | 2,713 | $220K |
| Gray Wealth Management Inc. | 0.10% | No change | 2,686 | $220K |
| United Advisor Group, LLC | 0.08% | New | 2,671 | $218K |
| Rede Wealth, LLC | 0.09% | New | 2,670 | $218K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -9.9% | 2,646 | $216K |
| CX Institutional | 0.01% | Add +6.5% | 2,651 | $216K |
| Triton Financial Group Inc | 0.15% | No change | 2,635 | $215K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -0.1% | 2,627 | $215K |
| Waterloo Capital, L.P. | 0.03% | Reduce -68.7% | 2,617 | $214K |
| Simplex Trading, LLC | 0.01% | New | 2,629 | $214K |
| Arden Trust Co | 0.03% | No change | 2,609 | $213K |
| Semus Wealth Partners LLC | 0.18% | Reduce -2.1% | 2,580 | $211K |
| Aull & Monroe Investment Management Corp | 0.10% | No change | 2,570 | $210K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 2,561 | $209K |
| Fortitude Advisory Group L.L.C. | 0.12% | Reduce -15.4% | 2,558 | $209K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 2,525 | $206K |
| Bigelow Investment Advisors, LLC | 0.10% | Reduce -10.5% | 2,509 | $205K |
| Horizon Family Wealth, Inc. | 0.16% | Reduce -28.8% | 2,478 | $203K |
| Walleye Trading LLC | 0.00% | New | 2,467 | $202K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -3.6% | 2,467 | $202K |
| Meridian Management Co. | 0.06% | No change | 2,465 | $202K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 2,462 | $201K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.6% | 2,460 | $201K |
| KPP Advisory Services LLC | 0.06% | New | 2,453 | $201K |
| Narus Financial Partners, LLC | 0.09% | Reduce -73.0% | 2,450 | $200K |
| Deutsche Bank AG | 0.00% | No change | 2,390 | $195K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -76.3% | 2,368 | $194K |
| Tower View Wealth Management LLC | 0.11% | Reduce -1.1% | 2,348 | $192K |
| REAP Financial Group, LLC | 0.05% | Add +0.2% | 2,272 | $186K |
| Union Savings Bank | 0.10% | No change | 2,269 | $186K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | Add +0.6% | 2,144 | $175K |
| Pacific Center for Financial Services | 0.05% | No change | 2,108 | $172K |
| CNB Bank | 0.08% | Add +3.3% | 1,989 | $163K |
| Robinswood Financial LLC | 0.07% | No change | 1,986 | $162K |
| Asset Dedication, LLC | 0.01% | Reduce -19.5% | 1,967 | $160K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.6% | 1,928 | $158K |
| Raffa Wealth Management, LLC | 0.05% | Add +0.6% | 1,894 | $155K |
| Cambridge Trust Co. | 0.01% | Reduce -44.9% | 1,873 | $153K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -3.7% | 1,868 | $153K |
| Carmichael Hill & Associates, Inc. | 0.06% | Reduce -0.3% | 1,842 | $151K |
| Lindbrook Capital, LLC | 0.01% | Add +170.1% | 1,791 | $146K |
| Zeit Capital LLC | 0.11% | No change | 1,735 | $142K |
| Caldwell Trust Co | 0.02% | No change | 1,690 | $138K |
| Deane Retirement Strategies, Inc. | 0.07% | Reduce -30.2% | 1,672 | $137K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -65.9% | 1,639 | $134K |
| Roble, Belko & Company, Inc | 0.02% | Add +0.6% | 1,600 | $131K |
| Lummis Asset Management, LP | 0.17% | No change | 1,595 | $130K |
| Crewe Advisors LLC | 0.01% | Reduce -0.5% | 1,526 | $125K |
| Jamison Private Wealth Management, Inc. | 0.02% | New | 1,500 | $123K |
| Centerpoint Advisors, LLC | 0.04% | Add +119.5% | 1,429 | $117K |
| Centaurus Financial, Inc. | 0.01% | Reduce -45.3% | 1,401 | $115K |
| Y.D. More Investments Ltd | 0.02% | Reduce -19.0% | 1,400 | $114K |
| TCTC Holdings, LLC | 0.00% | New | 1,400 | $114K |
| New Covenant Trust Company, N.A. | 0.11% | — | 1,351 | $110K |
| Webster Bank, N. A. | 0.01% | No change | 1,327 | $109K |
| Alaska Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 1,227 | $100K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,211 | $99K |
| Grove Bank & Trust | 0.02% | No change | 1,200 | $98K |
| Institutional & Family Asset Management, LLC | 0.02% | Reduce -1.9% | 1,195 | $98K |
| ICA Group Wealth Management, LLC | 0.02% | Reduce -35.8% | 1,149 | $94K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,135 | $93K |
| Mechanics Financial Corp | 0.05% | No change | 1,132 | $93K |
| Northwest Investment Counselors, LLC | 0.02% | New | 1,128 | $92K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | No change | 1,127 | $92K |
| Bank of New Hampshire | 0.02% | Reduce -27.8% | 1,112 | $91K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +29.3% | 1,100 | $90K |
| Horizon Investments, LLC | 0.00% | No change | 1,107 | $90K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | Add +42.0% | 1,098 | $90K |
| CENTRAL TRUST Co | 0.00% | No change | 1,092 | $89K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -20.7% | 1,070 | $88K |
| Granite FO LLC | 0.05% | Add +229.1% | 994 | $82K |
| Oxford Financial Group, LTD. LLC | 0.01% | Reduce -21.6% | 962 | $79K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -34.8% | 954 | $78K |
| ESL Trust Services, LLC | 0.02% | New | 939 | $77K |
| Sandy Spring Bank | 0.00% | Reduce -73.4% | 908 | $74K |
| Valley National Advisers Inc. | 0.01% | No change | 860 | $70K |
| Banque Cantonale Vaudoise | 0.00% | Reduce -40.5% | 850 | $70K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 810 | $66K |
| Breakwater Investment Management | 0.03% | — | 782 | $64K |
| Archer Investment Corp | 0.02% | Reduce -60.3% | 764 | $62K |
| WR Wealth Planners, LLC | 0.02% | New | 740 | $61K |
| Creative Financial Designs Inc. | 0.01% | Reduce -68.2% | 718 | $59K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $55K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -13.0% | 668 | $55K |
| Colonial Trust Advisors | 0.01% | Add +46.7% | 660 | $54K |
| Vestor Capital, LLC | 0.00% | Reduce -4.4% | 654 | $53K |
| Anchor Investment Management, LLC | 0.01% | Reduce -52.2% | 641 | $52K |
| Covestor Ltd | 0.03% | Reduce -26.8% | 629 | $51K |
| First United Bank & Trust | 0.02% | Reduce -57.1% | 605 | $49K |
| IFS Advisors, LLC | 0.04% | Reduce -2.8% | 600 | $49K |
| Caitlin John, LLC | 0.04% | Add +350.4% | 599 | $49K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 599 | $49K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 597 | $49K |
| Jones Financial Companies LLLP | 0.00% | New | 590 | $48K |
| Semmax Financial Advisors Inc. | 0.02% | Add +0.9% | 569 | $46K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Reduce -63.2% | 560 | $46K |
| Atticus Wealth Management, LLC | 0.01% | Add +76.0% | 549 | $45K |
| Fortitude Family Office, LLC | 0.03% | Reduce -5.4% | 522 | $43K |
| Aspire Private Capital, LLC | 0.01% | Add +46.5% | 507 | $41K |
| Ransom Advisory, Ltd | 0.02% | — | 500 | $41K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $41K |
| Beacon Capital Management, LLC | 0.01% | Reduce -47.4% | 493 | $40K |
| McIlrath & Eck, LLC | 0.01% | No change | 491 | $40K |
| Mather Group, Llc. | 0.00% | New | 475 | $39K |
| WFA Asset Management Corp | 0.02% | Add +0.6% | 470 | $38K |
| Sound Income Strategies, LLC | 0.00% | Reduce -58.9% | 458 | $37K |
| Future Financial Wealth Managment LLC | 0.03% | New | 438 | $36K |
| Criterion Capital Advisors, LLC | 0.02% | New | 430 | $35K |
| Colonial Trust Co / SC | 0.01% | Reduce -43.9% | 397 | $32K |
| Bangor Savings Bank | 0.00% | No change | 386 | $32K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 383 | $31K |
| Rain Capital Management, LLC | 0.02% | Add +0.5% | 376 | $31K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 363 | $30K |
| West Branch Capital LLC | 0.01% | Add +0.7% | 312 | $26K |
| Oakworth Capital, Inc. | 0.00% | No change | 300 | $25K |
| Sittner & Nelson, LLC | 0.01% | New | 298 | $24K |
| Bray Capital Advisors | 0.01% | No change | 295 | $24K |
| MidAtlantic Capital Management, Inc. | 0.02% | New | 279 | $23K |
| TD Capital Management LLC | 0.00% | Add +0.4% | 271 | $22K |
| St Germain D J Co. Inc. | 0.00% | Add +6.9% | 264 | $22K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 255 | $21K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -95.7% | 230 | $19K |
| Creekmur Asset Management LLC | 0.01% | New | 212 | $17K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -15.4% | 209 | $17K |
| Centennial Bank | 0.01% | No change | 208 | $17K |
| Transcendent Capital Group LLC | 0.01% | No change | 202 | $17K |
| Howe & Rusling Inc. | 0.00% | Reduce -15.5% | 191 | $16K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 186 | $15K |
| Gilliland Jeter Wealth Management LLC | 0.01% | New | 184 | $15K |
| Matrix Trust Co | 0.00% | Add +6.8% | 188 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 175 | $14K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | Reduce -9.2% | 168 | $14K |
| Turtle Creek Wealth Advisors, LLC | 0.00% | Reduce -94.5% | 155 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +105.3% | 154 | $13K |
| Richardson Financial Services Inc. | 0.01% | Add +2820.0% | 146 | $12K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 143 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 135 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +24.5% | 122 | $10K |
| Main Street Group, LTD | 0.00% | Add +0.9% | 113 | $9K |
| New Republic Capital, LLC | 0.01% | No change | 100 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 95 | $8K |
| Tucker Asset Management LLC | 0.00% | No change | 95 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 92 | $7K |
| Pflug Koory, LLC | 0.00% | No change | 91 | $7K |
| Key Financial Inc | 0.00% | No change | 90 | $7K |
| GoalVest Advisory LLC | 0.00% | No change | 86 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -5.4% | 88 | $7K |
| Rogco, LP | 0.00% | Reduce -97.3% | 83 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 80 | $7K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 79 | $6K |
| Horizon Financial Services, LLC | 0.00% | New | 75 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 72 | $6K |
| Gradient Investments LLC | 0.00% | Reduce -90.2% | 68 | $6K |
| Family Capital Trust Co | 0.00% | No change | 68 | $6K |
| Sawyer & Company, Inc | 0.00% | No change | 65 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 65 | $5K |
| Tidemark, LLC | 0.00% | No change | 49 | $4K |
| Briaud Financial Planning Inc | 0.00% | New | 42 | $4K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Reduce -55.1% | 48 | $4K |
| Planning Capital Management Corp | 0.00% | No change | 42 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 40 | $3K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -54.5% | 40 | $3K |
| Arax Advisory Partners | 0.00% | Add +11.1% | 40 | $3K |
| Family Asset Management, LLC | 0.00% | Reduce -41.3% | 37 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 37 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 34 | $3K |
| Private Ocean, LLC | 0.00% | Reduce -78.3% | 31 | $3K |
| Colony Family Offices, LLC | 0.00% | New | 22 | $2K |
| Integrity Financial Corp | 0.00% | No change | 20 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -90.2% | 16 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 11 | $900 |
| Kelly Financial Services LLC | 0.00% | Reduce -30.8% | 9 | $726 |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -90.3% | 3 | $270 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -99.7% | 2 | $136 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -99.9% | 1 | $47 |
"% of holder's portfolio" is SHY's weight in each manager's 13F, not the share of iShares 1-3 Year Treasury Bo the manager owns.