iShares 1-3 Year Treasury BoSHYETF
13F holders, Q3 2024 (September 30)1,100holders +13
86new positions
82sold out
4famous investors
$83.17avg. 13F price*
At the end of Q3 2024, 1,100 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 13 from Q2 2024. 86 opened new positions and 82 sold out. The largest holders were Morgan Stanley ($3.1B), BlackRock, Inc. ($1.8B) and Bank of America Corp. ($1.2B). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $185.4M |
| Exits | 82 | $323.1M |
All 13F filers, Q2 2024 → Q3 2024: 32,195,285 shares bought and 27,400,075 shares sold, net +4,795,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,100 holders
| Morgan Stanley | 0.23% | Add +28.7% | 37,388,716 | $3.1B |
| BlackRock, Inc. | 0.04% | — | 21,202,973 | $1.8B |
| Bank of America Corp. | 0.10% | Add +7.8% | 13,974,234 | $1.2B |
| Captrust Financial Advisors | 2.09% | Add +72.7% | 8,465,842 | $703.9M |
| JPMorgan Chase & Co. | 0.05% | Reduce -6.7% | 7,812,776 | $649.6M |
| LPL Financial LLC | 0.25% | Add +21.8% | 6,658,791 | $553.7M |
| Mercer Global Advisors Inc. | 1.21% | Add +2316.3% | 6,214,103 | $515.4M |
| Wells Fargo & Company | 0.11% | Reduce -6.6% | 5,423,416 | $451.0M |
| UBS Group AG | 0.13% | Add +1.6% | 5,402,902 | $449.3M |
| Bank of Montreal | 0.20% | Add +0.8% | 5,135,345 | $427.6M |
| Envestnet Asset Management Inc. | 0.13% | Reduce -6.4% | 4,710,574 | $391.7M |
| Bank of New York Mellon Corp | 0.07% | Add +0.3% | 4,527,209 | $376.4M |
| Pinebridge Investments, L.P. | 2.38% | Reduce -5.4% | 3,823,000 | $317.9M |
| Truist Financial Corp. | 0.46% | Reduce -17.7% | 3,506,749 | $291.6M |
| Royal Bank of Canada | 0.06% | Add +1.1% | 3,193,798 | $265.6M |
| Charles Schwab Investment Management Inc. | 0.05% | Reduce -2.8% | 2,902,093 | $241.3M |
| Barclays PLC | 0.10% | Add +68.7% | 2,759,067 | $229.4M |
| Raymond James & Associates | 0.13% | Reduce -13.0% | 2,628,742 | $218.6M |
| Cerity Partners LLC | 0.42% | Reduce -1.8% | 2,294,254 | $190.8M |
| Raymond James Financial Services Advisors, Inc. | 0.24% | Add +29.6% | 2,149,028 | $178.7M |
| Assetmark, Inc. | 0.50% | Reduce -71.6% | 2,100,554 | $174.7M |
| Ameriprise Financial Inc. | 0.04% | Reduce -5.7% | 2,076,887 | $173.9M |
| FMR LLC | 0.01% | Reduce -42.2% | 1,710,700 | $142.2M |
| Stifel Financial Corp. | 0.14% | Reduce -0.6% | 1,585,246 | $131.8M |
| Wealthfront Advisers LLC | 0.39% | Reduce -0.1% | 1,543,953 | $128.4M |
| Members Trust Co | 3.89% | Reduce -2.6% | 1,441,086 | $119.8M |
| Stephens Inc. | 1.58% | Add +0.6% | 1,337,659 | $111.2M |
| PNC Financial Services Group, Inc. | 0.05% | Add +3.6% | 1,019,184 | $84.7M |
| Smithfield Trust Co | 4.13% | Reduce -2.1% | 1,012,332 | $84.2M |
| Cetera Investment Advisers | 0.18% | Add +71.3% | 994,730 | $82.7M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -18.4% | 979,563 | $81.5M |
| TD Private Client Wealth LLC | 2.25% | Reduce -15.3% | 939,577 | $78.1M |
| Citigroup Inc. | 0.07% | Add +90.6% | 938,430 | $78.0M |
| HighTower Advisors, LLC | 0.11% | Add +14.4% | 896,824 | $74.5M |
| Manufacturers Life Insurance Company, The | 0.06% | Add +179.8% | 849,985 | $70.7M |
| US Bancorp \de | 0.09% | Reduce -3.1% | 825,982 | $68.7M |
| TFC Financial Management, Inc. | 10.81% | Add +673.4% | 821,921 | $68.3M |
| Osaic Holdings, Inc. | 0.15% | Reduce -38.5% | 819,024 | $68.1M |
| Corient Private Wealth LP | 0.11% | Add +109.3% | 812,950 | $67.6M |
| Curi Capital, LLC | 1.39% | Reduce -0.4% | 737,838 | $61.4M |
| MML Investors Services, LLC | 0.22% | Reduce -11.7% | 733,971 | $61.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.3% | 722,310 | $60.1M |
| Renaissance Technologies | 0.09% | Reduce -15.1% | 720,200 | $59.9M |
| Clarity Financial LLC | 6.95% | Add +26.3% | 711,284 | $59.1M |
| Beacon Investment Advisory Services, Inc. | 2.44% | Add +1.0% | 704,075 | $58.5M |
| Pathstone Holdings, LLC | 0.26% | Add +0.3% | 698,117 | $58.0M |
| GM Advisory Group, LLC | 3.34% | Add +8.3% | 670,916 | $55.8M |
| M&T Bank Corp | 0.18% | Add +77.0% | 669,583 | $55.7M |
| Scopus Asset Management, L.P. | 1.52% | No change | 619,000 | $51.5M |
| Amundi | 0.02% | No change | 621,100 | $51.2M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -5.1% | 615,135 | $51.1M |
| Bleakley Financial Group, LLC | 1.44% | Reduce -12.0% | 566,260 | $47.1M |
| Focus Partners Wealth | 0.14% | Reduce -74.2% | 540,462 | $45.3M |
| Element Pointe Advisors, LLC | 11.02% | Add +3.3% | 544,903 | $45.3M |
| Mizuho Markets Americas LLC | 1.10% | New | 540,187 | $44.9M |
| Victory Capital Management Inc. | 0.04% | Reduce -0.1% | 517,731 | $43.0M |
| HSBC Holdings PLC | 0.03% | Reduce -10.7% | 509,311 | $42.4M |
| Atwood & Palmer Inc. | 2.86% | Add +3.9% | 506,319 | $42.1M |
| Benjamin Edwards Inc. | 0.58% | Add +2772.4% | 482,622 | $40.1M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Add +37.0% | 466,065 | $38.8M |
| Comerica Bank | 0.15% | Add +17.3% | 451,945 | $37.6M |
| Quent Capital, LLC | 3.77% | Add +7.8% | 446,530 | $37.1M |
| Fiduciary Group, LLC | 3.66% | Reduce -10.8% | 434,269 | $36.1M |
| Evergreen Capital Management LLC | 1.21% | Add +1.0% | 432,152 | $35.9M |
| Anchor Capital Advisors LLC | 0.94% | Reduce -7.3% | 423,430 | $35.2M |
| Partners Capital Investment Group, LLP | 0.55% | Reduce -3.0% | 415,477 | $34.5M |
| America First Investment Advisors, LLC | 7.75% | Add +12.1% | 415,403 | $34.5M |
| OneDigital Investment Advisors LLC | 0.38% | Add +214.6% | 399,196 | $33.2M |
| Watchman Group, Inc. | 8.61% | Add +18.2% | 397,159 | $33.0M |
| Foundations Investment Advisors, LLC | 0.65% | Add +79.1% | 371,300 | $30.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +0.3% | 366,779 | $30.5M |
| United Capital Financial Advisors, LLC | 0.25% | Add +57.0% | 363,948 | $30.3M |
| Zacks Investment Management | 0.26% | Add +2.8% | 359,137 | $29.9M |
| Edge Wealth Management LLC | 5.94% | Reduce -0.6% | 355,929 | $29.6M |
| Alliancebernstein L.P. | 0.01% | Add +0.7% | 353,973 | $29.4M |
| Whalen Wealth Management Inc. | 20.61% | Add +3.4% | 350,498 | $29.1M |
| Private Advisor Group, LLC | 0.18% | Add +8.3% | 345,902 | $28.8M |
| NorthCoast Asset Management LLC | 0.20% | Reduce -8.9% | 346,248 | $28.8M |
| Guggenheim Capital LLC | 0.20% | Add +28.9% | 338,010 | $28.1M |
| Willis Johnson & Associates, Inc. | 2.08% | Add +1.5% | 329,000 | $27.4M |
| Keybank National Association | 0.10% | Reduce -3.2% | 323,977 | $26.9M |
| Beam Wealth Advisors, Inc. | 8.14% | Add +3.2% | 323,001 | $26.9M |
| Advisors Preferred, LLC | 4.07% | New | 322,454 | $26.7M |
| Haverford Trust Co | 0.26% | Add +3.4% | 319,907 | $26.6M |
| Fifth Third Bancorp | 0.09% | Add +3.8% | 311,175 | $25.9M |
| Advisory Services Network, LLC | 0.53% | No change | 315,118 | $25.7M |
| Bartlett & Co. Wealth Management LLC | 0.36% | Add +20.7% | 303,220 | $25.2M |
| Insight 2811, Inc. | 12.17% | Reduce -36.5% | 293,888 | $24.4M |
| Mariner, LLC | 0.04% | Add +9.8% | 291,716 | $24.3M |
| Baird Financial Group, Inc. | 0.05% | Add +4.7% | 290,324 | $24.1M |
| Allianz SE | 0.63% | Add +5.2% | 282,300 | $23.5M |
| Cerity Partners OCIO LLC | 1.85% | Reduce -82.5% | 276,754 | $23.0M |
| Peapack Gladstone Financial Corp. | 0.33% | Add +3.7% | 276,067 | $23.0M |
| Santa Clara Valley Transportation Authority | 21.92% | — | 275,229 | $22.9M |
| Jaffetilchin Investment Partners, LLC | 1.70% | Add +10.3% | 269,682 | $22.4M |
| Lido Advisors, LLC | 0.17% | Add +3.6% | 267,063 | $22.2M |
| Dakota Wealth Management | 0.50% | Add +18.8% | 264,833 | $22.0M |
| Citadel Advisors | 0.02% | Add +14.1% | 263,818 | $21.9M |
| Quadrature Capital Ltd | 0.47% | Add +464.3% | 248,558 | $20.7M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Reduce -2.4% | 246,817 | $20.5M |
| Orion Porfolio Solutions, LLC | 0.20% | Add +0.9% | 243,584 | $20.3M |
| Orion Portfolio Solutions, LLC | 0.20% | Add +0.9% | 243,584 | $20.3M |
| Jane Street Group, LLC | 0.03% | Reduce -51.1% | 240,269 | $20.0M |
| SouthState Bank Corp | 1.37% | Reduce -1.8% | 239,346 | $19.9M |
| Sanctuary Wealth Management, L.L.C. | 13.80% | Add +21.4% | 232,186 | $19.3M |
| Confluence Investment Management LLC | 0.26% | Add +4.6% | 230,857 | $19.2M |
| Fisher Asset Management | 0.01% | Add +90.2% | 228,579 | $19.0M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +3.3% | 225,325 | $18.7M |
| Klaas Financial Asset Advisors, LLC | 3.20% | Add +1.9% | 222,131 | $18.5M |
| Sigma Planning Corp | 0.56% | Add +3.6% | 218,309 | $18.2M |
| Betterment LLC | 0.04% | Add +2546.6% | 211,539 | $17.6M |
| Traphagen Investment Advisors LLC | 1.77% | Reduce -35.3% | 210,555 | $17.5M |
| Lake Hills Wealth Management, LLC | 11.70% | Add +5.3% | 210,320 | $17.5M |
| O'shaughnessy Asset Management, LLC | 0.15% | Add +9.9% | 208,178 | $17.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +3.4% | 201,334 | $16.7M |
| Acorns Advisers, LLC | 0.16% | Add +4.6% | 195,188 | $16.2M |
| CX Institutional | 0.71% | Add +7.1% | 192,614 | $16.0M |
| Pinnacle Financial Partners Inc | 0.31% | Reduce -54.3% | 188,505 | $15.7M |
| Integrated Wealth Concepts LLC | 0.18% | Add +1.0% | 181,962 | $15.1M |
| Balefire, LLC | 4.99% | Add +6.0% | 177,738 | $14.8M |
| Flputnam Investment Management Co. | 0.26% | Reduce -67.2% | 173,033 | $14.4M |
| MBL Wealth, LLC | 1.50% | Add +5.2% | 167,797 | $14.0M |
| Birchcreek Wealth Management, LLC | 9.11% | Add +25.5% | 167,182 | $13.9M |
| Larson Financial Group LLC | 0.79% | Add +88.8% | 166,996 | $13.9M |
| Wellspring Financial Advisors, LLC | 1.63% | Add +24.1% | 164,680 | $13.7M |
| Creative Planning | 0.01% | Reduce -6.7% | 164,392 | $13.7M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -31.5% | 159,978 | $13.3M |
| Perigon Wealth Management, LLC | 0.35% | Reduce -28.7% | 157,390 | $13.1M |
| SevenBridge Financial Group, LLC | 2.51% | Add +28.8% | 158,732 | $13.0M |
| Insight Wealth Strategies, LLC | 1.66% | Add +45.5% | 151,717 | $12.6M |
| DT Investment Partners, LLC | 1.01% | Add +10.4% | 150,161 | $12.5M |
| CWA Asset Management Group, LLC | 0.66% | — | 148,443 | $12.3M |
| Ballast, Inc. | 3.50% | Reduce -1.8% | 148,242 | $12.3M |
| Capital Investment Services of America, Inc. | 1.17% | Reduce -1.4% | 147,760 | $12.3M |
| Main Management LLC | 0.99% | Add +0.7% | 144,573 | $12.0M |
| AdvisorNet Financial, Inc | 0.90% | Add +15.5% | 144,447 | $12.0M |
| Brookstone Capital Management | 0.18% | Add +9.7% | 142,909 | $11.9M |
| Ted Buchan & Co | 5.63% | Add +6.4% | 142,780 | $11.9M |
| Ifrah Financial Services, Inc. | 3.20% | Add +3.5% | 142,685 | $11.9M |
| Allspring Global Investments Holdings, LLC | 0.02% | Reduce -63.7% | 142,240 | $11.8M |
| Tiaa Trust, National Association | 0.04% | Reduce -1.6% | 142,024 | $11.8M |
| Leuthold Group, LLC | 1.30% | Reduce -2.1% | 140,785 | $11.7M |
| Argent Advisors, Inc. | 4.30% | Reduce -0.4% | 139,075 | $11.6M |
| Wealthspire Retirement, LLC | 0.93% | Add +1.5% | 137,975 | $11.5M |
| Timelo Investment Management Inc. | 27.69% | Reduce -25.0% | 135,000 | $11.2M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -4.6% | 134,164 | $11.2M |
| BlueDrive Global Investors LLP | 12.79% | No change | 131,408 | $10.9M |
| Financial Advocates Investment Management | 0.62% | Add +62.5% | 51,574 | $10.9M |
| James Investment Research, Inc. | 1.25% | Reduce -2.6% | 129,856 | $10.8M |
| Net Worth Advisory Group | 3.17% | — | 128,530 | $10.7M |
| &partners | 0.21% | Add +56.8% | 128,226 | $10.7M |
| Debussy Capital Management LP | 3.08% | Reduce -12.1% | 127,726 | $10.6M |
| B&D White Capital Company, LLC | 1.79% | New | 125,000 | $10.4M |
| Susquehanna International Group, LLP | 0.02% | Reduce -42.4% | 124,826 | $10.4M |
| School Employees Retirement Board of Ohio | 5.76% | New | 121,743 | $10.1M |
| Strategic Investment Advisors / MI | 1.10% | Reduce -76.8% | 121,199 | $10.1M |
| Ancora Advisors LLC | 0.23% | Reduce -1.7% | 120,119 | $10.0M |
| Old Mission Capital LLC | 0.22% | Reduce -2.0% | 120,100 | $10.0M |
| Gunma Bank,Ltd. | 4.11% | Add +50.0% | 120,000 | $10.0M |
| Trajan Wealth LLC | 0.59% | Add +5.9% | 119,579 | $9.9M |
| Money Design Co.,Ltd. | 0.49% | Add +24.7% | 119,007 | $9.9M |
| StrongBox Wealth, LLC | 4.24% | Add +28.6% | 118,982 | $9.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +20.5% | 118,454 | $9.9M |
| Montag A & Associates Inc. | 0.46% | Add +42.8% | 117,832 | $9.8M |
| Farther Finance Advisors, LLC | 0.37% | Add +112.0% | 117,385 | $9.8M |
| Cwm, LLC | 0.04% | Add +17.4% | 116,924 | $9.7M |
| MTC Wealth Management LLC | 4.39% | Add +0.7% | 116,803 | $9.7M |
| 1832 Asset Management L.P. | 0.02% | Add +5.0% | 116,356 | $9.7M |
| JFS Wealth Advisors, LLC | 0.63% | Reduce -7.9% | 112,395 | $9.3M |
| Global Endowment Management, LP | 0.93% | No change | 111,250 | $9.3M |
| AIA Group Ltd | 0.24% | Add +227.5% | 110,480 | $9.2M |
| Independent Solutions Wealth Management, LLC | 2.08% | Reduce -1.1% | 110,325 | $9.2M |
| Edgestream Partners, L.P. | 0.40% | Add +161.6% | 110,055 | $9.2M |
| Boston Financial Mangement LLC | 0.27% | Add +19.3% | 109,717 | $9.1M |
| Camden National Bank | 1.30% | Add +10.2% | 109,229 | $9.1M |
| Scotia Capital Inc. | 0.05% | Add +14.4% | 109,161 | $9.1M |
| Salomon & Ludwin, LLC | 0.92% | Add +30.4% | 108,686 | $9.0M |
| White Pine Investment CO | 2.48% | Add +2.2% | 108,574 | $9.0M |
| Vigilare Wealth Management | 3.63% | Reduce -0.1% | 107,977 | $9.0M |
| Dock Street Asset Management Inc. | 1.21% | Reduce -0.3% | 107,670 | $9.0M |
| TD Waterhouse Canada Inc. | 0.07% | Add +179.1% | 106,033 | $8.8M |
| Oppenheimer & Co. Inc. | 0.13% | Add +7.4% | 105,875 | $8.8M |
| Millennium Management | 0.01% | Add +64.7% | 104,535 | $8.7M |
| Avantax Advisory Services, Inc. | 0.06% | Add +8.5% | 104,384 | $8.7M |
| Clearstead Advisors, LLC | 0.13% | Add +4.4% | 104,164 | $8.7M |
| Synovus Financial Corp. | 0.10% | Add +23.5% | 104,019 | $8.6M |
| PSI Advisors, LLC | 2.52% | Reduce -11.1% | 103,478 | $8.6M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.09% | Reduce -67.5% | 102,992 | $8.6M |
| NewEdge Advisors, LLC | 0.06% | Add +7.3% | 102,821 | $8.5M |
| Corebridge Financial, Inc. | 0.05% | No change | 102,300 | $8.5M |
| Prudential Financial Inc. | 0.01% | Add +2.0% | 102,289 | $8.5M |
| Graybill Wealth Management, LTD. | 3.13% | Add +1.7% | 101,614 | $8.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.19% | Add +0.6% | 101,459 | $8.4M |
| Janney Montgomery Scott LLC | 0.02% | Add +9.5% | 100,109 | $8.3M |
| BBJS Financial Advisors, LLC | 2.92% | Add +3.3% | 98,570 | $8.2M |
| Ritholtz Wealth Management | 0.25% | Add +10.0% | 97,983 | $8.1M |
| Integrated Advisors Network LLC | 0.39% | Add +2.8% | 97,907 | $8.1M |
| Fortis Group Advisors, LLC | 1.50% | Add +4.4% | 97,581 | $8.1M |
| Efficient Advisors, LLC | 0.51% | Reduce -9.2% | 97,128 | $8.1M |
| Mutual Advisors, LLC | 0.24% | Add +29.1% | 97,716 | $8.1M |
| Premier Path Wealth Partners, LLC | 1.27% | Add +8.4% | 96,610 | $8.0M |
| Van Hulzen Asset Management, LLC | 0.58% | Reduce -25.3% | 96,106 | $8.0M |
| Flow Traders U.S. LLC | 0.40% | New | 95,354 | $7.9M |
| Focus Financial Network, Inc. | 0.32% | Reduce -2.7% | 94,030 | $7.8M |
| World Investment Advisors | 0.25% | Reduce -1.0% | 93,903 | $7.8M |
| Permanens Capital L.P. | 1.54% | New | 90,966 | $7.6M |
| Glenview Trust Co | 0.14% | Reduce -3.0% | 90,225 | $7.5M |
| Bulltick Wealth Management, LLC | 1.85% | Add +108.5% | 89,657 | $7.5M |
| DAVENPORT & Co LLC | 0.04% | Add +37.9% | 89,271 | $7.4M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +21.2% | 88,869 | $7.4M |
| Morris Financial Concepts, Inc. | 3.17% | Add +6.9% | 88,854 | $7.4M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +94.7% | 88,798 | $7.4M |
| Fortem Financial Group, LLC | 3.00% | Reduce -15.3% | 88,707 | $7.4M |
| Allianz Asset Management GmbH | 0.01% | New | 88,700 | $7.4M |
| Modern Wealth Management, LLC | 0.45% | Add +6.2% | 87,671 | $7.3M |
| Park Avenue Securities LLC | 0.08% | Add +30.4% | 87,329 | $7.3M |
| NBT Bank, N.A. | 0.48% | Add +27.1% | 85,129 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +11.1% | 86,297 | $7.1M |
| Eley Financial Management, Inc | 2.83% | Add +32.0% | 84,538 | $7.0M |
| Syntax Research, Inc. | 4.74% | Reduce -44.3% | 84,322 | $7.0M |
| Intrua Financial, LLC | 1.13% | Add +250.3% | 83,702 | $7.0M |
| Beacon Wealthcare LLC | 2.80% | Add +6.6% | 83,452 | $6.9M |
| Patriot Investment Management Group, Inc. | 0.51% | Add +0.8% | 82,728 | $6.9M |
| Quadrant Capital Group LLC | 0.48% | Reduce -0.0% | 82,714 | $6.9M |
| Vernal Point Advisors, LLC | 5.30% | Add +4.0% | 82,393 | $6.9M |
| Tompkins Financial Corp. | 0.65% | Add +22.8% | 82,169 | $6.8M |
| Waverly Advisors, LLC | 0.13% | Reduce -35.1% | 81,399 | $6.8M |
| Durante & Waters, LLC | 5.67% | Add +0.4% | 81,289 | $6.8M |
| Kooman & Associates | 2.48% | Reduce -1.5% | 80,818 | $6.7M |
| Pointe Capital Management LLC | 3.90% | Add +6.5% | 80,434 | $6.7M |
| Wesbanco Bank Inc. | 0.22% | Reduce -0.0% | 79,628 | $6.6M |
| Gemmer Asset Management LLC | 0.66% | Reduce -21.4% | 79,601 | $6.6M |
| HTLF Bank | 0.71% | Reduce -8.3% | 79,034 | $6.6M |
| Oliver Lagore Vanvalin Investment Group | 1.76% | Add +526760.0% | 79,029 | $6.6M |
| Arvest Investments, Inc. | 0.98% | Add +1.1% | 78,284 | $6.5M |
| Everstar Asset Management, LLC | 4.45% | — | 78,106 | $6.5M |
| BayBridge Capital Group, LLC | 4.66% | Add +5.8% | 77,889 | $6.5M |
| Stephen J. Garry & Associates, LLC | 6.04% | Reduce -22.2% | 76,447 | $6.4M |
| Pure Financial Advisors, LLC | 0.15% | Reduce -5.6% | 75,413 | $6.3M |
| Sugar Maple Asset Management, LLC | 5.44% | Add +25.4% | 75,277 | $6.3M |
| SG Americas Securities, LLC | 0.02% | Reduce -85.8% | 74,297 | $6.2M |
| Equitable Holdings, Inc. | 0.06% | Add +7.0% | 74,109 | $6.2M |
| US Financial Advisors, LLC | 1.91% | Add +3.8% | 73,815 | $6.1M |
| Cambiar Investors LLC | 0.23% | Reduce -0.1% | 73,425 | $6.1M |
| Hilltop Holdings Inc. | 0.40% | Add +1168.0% | 73,112 | $6.1M |
| Kestra Private Wealth Services, LLC | 0.11% | Reduce -6.6% | 72,785 | $6.1M |
| Biltmore Family Office, LLC | 1.03% | Add +4.5% | 72,470 | $6.0M |
| Retirement Systems of Alabama | 0.02% | No change | 72,000 | $6.0M |
| Wolf Group Capital Advisors | 2.82% | New | 73,269 | $5.9M |
| Proficio Capital Partners LLC | 0.59% | Add +46.9% | 70,943 | $5.9M |
| Kingsview Wealth Management, LLC | 0.12% | Reduce -47.3% | 70,001 | $5.8M |
| Private Management Group Inc. | 0.20% | Reduce -7.4% | 69,467 | $5.8M |
| Midwest Heritage Bank, FSB | 2.69% | Add +1.9% | 69,252 | $5.8M |
| Modus Advisors, LLC | 1.89% | Add +1.7% | 69,041 | $5.7M |
| Well Done, LLC | 1.04% | Add +12.8% | 68,776 | $5.7M |
| Boltwood Capital Management | 1.68% | Add +14.0% | 68,087 | $5.7M |
| Rock Creek Group LLC | 0.64% | No change | 67,353 | $5.6M |
| Leavell Investment Management, Inc. | 0.28% | Reduce -4.0% | 67,169 | $5.6M |
| National Bank of Canada | 0.01% | Add +1.8% | 66,944 | $5.6M |
| Checchi Capital Advisers, LLC | 0.41% | Add +5.0% | 66,674 | $5.5M |
| National Philanthropic Trust | 0.10% | No change | 66,480 | $5.5M |
| Trek Financial, LLC | 0.41% | Reduce -9.2% | 65,736 | $5.5M |
| Cerro Pacific Wealth Advisors LLC | 2.06% | Add +1.5% | 66,762 | $5.5M |
| Sequent Planning LLC | 1.85% | Reduce -13.4% | 64,596 | $5.4M |
| Country Club Bank | 0.36% | Reduce -4.2% | 64,074 | $5.3M |
| Spire Wealth Management | 0.18% | Add +29.5% | 64,149 | $5.3M |
| Apella Capital, LLC | 0.22% | Add +1.8% | 64,290 | $5.3M |
| NorthCrest Asset Manangement, LLC | 0.16% | Reduce -0.7% | 62,969 | $5.2M |
| CIBC Private Wealth Group LLC | 0.01% | Add +34.0% | 62,774 | $5.2M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.97% | Reduce -2.4% | 62,989 | $5.2M |
| Sterling Manor Financial, LLC | 3.48% | Add +0.4% | 61,840 | $5.1M |
| GPS Wealth Strategies Group, LLC | 0.68% | New | 61,810 | $5.1M |
| Geneos Wealth Management Inc. | 0.20% | Add +12.5% | 61,486 | $5.1M |
| Buttonwood Financial Advisors Inc. | 2.22% | Add +10.6% | 61,337 | $5.1M |
| Capasso Planning Partners LLC | 1.51% | Add +28.9% | 61,331 | $5.1M |
| HCR Wealth Advisors | 0.65% | Reduce -1.0% | 59,863 | $5.0M |
| Cabot Wealth Management Inc. | 0.62% | Add +43.5% | 59,762 | $5.0M |
| Snowden Capital Advisors LLC | 0.15% | Reduce -12.3% | 59,463 | $4.9M |
| Prepared Retirement Institute LLC | 2.97% | Reduce -1.1% | 58,929 | $4.9M |
| Koa Wealth Management, LLC | 3.75% | Add +5.1% | 58,405 | $4.9M |
| MBA Advisors LLC | 2.32% | Add +9.5% | 58,217 | $4.8M |
| Blair William & Co. | 0.01% | Reduce -0.4% | 57,942 | $4.8M |
| Arete Wealth Advisors, LLC | 0.40% | Add +786.6% | 56,193 | $4.7M |
| Great Lakes Retirement, Inc. | 0.59% | New | 55,603 | $4.6M |
| Becker Capital Management Inc. | 0.15% | Reduce -33.5% | 55,413 | $4.6M |
| Alterna Wealth Management, Inc. | 4.12% | Reduce -41.3% | 55,144 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +0.2% | 55,119 | $4.6M |
| Flagship Private Wealth, LLC | 2.36% | Add +666.9% | 55,089 | $4.6M |
| Keel Point, LLC | 0.38% | Add +6.3% | 54,883 | $4.6M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -13.3% | 54,874 | $4.6M |
| Enclave Advisors LLC | 0.77% | — | 54,741 | $4.6M |
| Retirement Financial Solutions, LLC | 1.96% | Add +0.4% | 53,924 | $4.5M |
| Aua Capital Management, LLC | 2.57% | Add +1.4% | 53,371 | $4.4M |
| Values First Advisors, Inc. | 2.38% | Add +39.7% | 52,739 | $4.4M |
| IHT Wealth Management, LLC | 0.12% | Add +85.7% | 52,088 | $4.3M |
| Prospera Financial Services Inc | 0.11% | Add +20.6% | 51,350 | $4.3M |
| SigFig Wealth Management, LLC | 0.15% | Reduce -0.4% | 50,341 | $4.2M |
| Marex Group Ltd | 0.09% | No change | 50,000 | $4.2M |
| Brady Family Wealth, LLC | 1.24% | Add +3.2% | 49,841 | $4.1M |
| AE Wealth Management LLC | 0.04% | Add +4.3% | 49,837 | $4.1M |
| KFA Private Wealth Group, LLC | 1.97% | Reduce -16.4% | 49,735 | $4.1M |
| Investment House LLC | 0.22% | Add +1586.2% | 49,539 | $4.1M |
| One Day In July LLC | 0.46% | Add +3.3% | 49,111 | $4.1M |
| Stock Yards Bank & Trust Co. | 0.13% | Add +16.9% | 48,800 | $4.1M |
| Wick Capital Partners, LLC | 1.31% | Reduce -6.8% | 48,601 | $4.0M |
| Essential Planning, LLC. | 1.64% | Reduce -0.9% | 48,186 | $4.0M |
| Money Concepts Capital Corp. | 0.30% | Reduce -0.5% | 48,033 | $4.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -17.4% | 47,642 | $4.0M |
| Cascade Financial Partners, LLC | 0.49% | Add +17.4% | 47,591 | $3.9M |
| Ascent Group, LLC | 0.30% | Reduce -38.1% | 47,024 | $3.9M |
| Angeles Wealth Management, LLC | 0.34% | Reduce -74.7% | 46,939 | $3.9M |
| Parallel Advisors, LLC | 0.09% | Reduce -6.4% | 46,711 | $3.9M |
| Citizens Financial Group Inc. | 0.08% | Reduce -1.4% | 46,674 | $3.9M |
| Private Portfolio Partners LLC | 0.72% | New | 46,318 | $3.9M |
| Hamilton Wealth, LLC | 0.94% | Reduce -18.1% | 46,031 | $3.8M |
| MinichMacGregor Wealth Management, LLC | 0.81% | Reduce -1.0% | 45,614 | $3.8M |
| Schroder Investment Management Group | 0.00% | Reduce -54.6% | 45,253 | $3.8M |
| Martin Capital Partners, LLC | 1.85% | Reduce -11.3% | 45,140 | $3.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -8.3% | 44,998 | $3.7M |
| TRUE Private Wealth Advisors | 0.44% | Reduce -49.8% | 44,723 | $3.7M |
| Independent Financial Group, LLC | 0.14% | Add +6.8% | 44,624 | $3.7M |
| Topel & Distasi Wealth Management, LLC | 1.54% | Add +1.7% | 44,608 | $3.7M |
| Axxcess Wealth Management, LLC | 0.09% | Reduce -31.1% | 44,395 | $3.7M |
| Regal Investment Advisors LLC | 0.26% | Add +2.2% | 44,099 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +173.2% | 43,476 | $3.6M |
| Pure Portfolios Holdings LLC | 1.34% | — | 42,532 | $3.5M |
| Winch Advisory Services, LLC | 0.97% | Reduce -2.2% | 42,351 | $3.5M |
| Mgo One Seven LLC | 0.15% | Add +1277.0% | 42,095 | $3.5M |
| Performance Wealth Partners, LLC | 0.12% | Reduce -5.6% | 42,043 | $3.5M |
| FinTrust Capital Advisors, LLC | 0.59% | Reduce -2.1% | 41,596 | $3.5M |
| Stratos Wealth Advisors, LLC | 0.16% | Add +114.2% | 41,395 | $3.4M |
| Strata Wealth Advisors, LLC | 1.10% | Add +2.4% | 41,105 | $3.4M |
| Franklin Resources Inc. | 0.00% | Add +481.6% | 41,160 | $3.4M |
| American Investment Services, Inc. | 0.56% | Reduce -48.9% | 40,605 | $3.4M |
| UMB Bank, n.a. | 0.05% | Add +19.8% | 40,411 | $3.4M |
| Presilium Private Wealth, LLC | 0.77% | Reduce -1.7% | 40,372 | $3.4M |
| Auxano Advisors, LLC | 0.85% | Reduce -33.4% | 39,700 | $3.3M |
| Harbor Investment Advisory, LLC | 0.33% | Add +1.3% | 39,625 | $3.3M |
| CPR Investments Inc. | 3.11% | Reduce -8.2% | 39,563 | $3.3M |
| Global Retirement Partners, LLC | 0.10% | Reduce -16.5% | 39,413 | $3.3M |
| Berkshire Asset Management LLC | 0.16% | No change | 39,659 | $3.2M |
| Symmetry Partners, LLC | 0.76% | Reduce -50.8% | 38,667 | $3.2M |
| First Horizon Advisors, Inc. | 0.09% | Reduce -3.1% | 38,627 | $3.2M |
| McAdam, LLC | 0.18% | New | 38,390 | $3.2M |
| Eagle Global Advisors LLC | 0.16% | Reduce -0.2% | 38,315 | $3.2M |
| Jump Financial, LLC | 0.07% | Reduce -0.4% | 38,051 | $3.2M |
| Fiduciary Trust Co | 0.04% | Add +0.7% | 37,630 | $3.1M |
| Independent Family Office, LLC | 1.57% | Add +3.0% | 37,549 | $3.1M |
| Peoples Bank | 1.54% | Reduce -6.3% | 36,224 | $3.0M |
| New Capital Management LP | 0.85% | Add +0.9% | 36,127 | $3.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.25% | New | 35,842 | $3.0M |
| ORG Partners LLC | 0.48% | Add +76.2% | 35,654 | $3.0M |
| Wolverine Trading, LLC | 0.08% | Reduce -85.4% | 35,545 | $3.0M |
| Tru Independence Asset Management 2, LLC | 2.47% | — | 35,252 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -78.6% | 34,812 | $2.9M |
| Patten & Patten Inc. | 0.19% | Add +15.6% | 34,759 | $2.9M |
| Noble Family Wealth, LLC | 0.77% | Reduce -7.4% | 34,631 | $2.9M |
| Laurel Wealth Advisors LLC | 0.46% | Reduce -3.0% | 34,523 | $2.9M |
| All Terrain Financial Advisors, LLC | 1.10% | Add +34.2% | 34,396 | $2.9M |
| Carr Financial Group Corp | 0.85% | Reduce -8.7% | 34,080 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -64.4% | 33,655 | $2.8M |
| Sykon Capital LLC | 0.99% | New | 33,580 | $2.8M |
| Fidelity D & D Bancorp Inc. | 1.85% | Add +19.0% | 33,455 | $2.8M |
| Crescent Grove Advisors, LLC | 0.28% | Add +31.1% | 33,409 | $2.8M |
| Empowered Funds, LLC | 0.04% | Add +111.3% | 33,277 | $2.8M |
| Bison Wealth, LLC | 0.44% | Reduce -6.5% | 32,984 | $2.7M |
| Jackson Square Capital, LLC | 0.68% | New | 32,944 | $2.7M |
| Avalon Capital Management | 0.83% | Add +7.2% | 32,873 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Add +13.2% | 32,602 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.28% | Reduce -2.6% | 32,533 | $2.7M |
| Bright Futures Wealth Management, LLC. | 1.30% | Add +2.7% | 32,677 | $2.7M |
| Hollow Brook Wealth Management LLC | 0.80% | Add +15.8% | 32,249 | $2.7M |
| Bfsg, LLC | 0.31% | Add +326.9% | 32,169 | $2.7M |
| Mount Lucas Management LP | 0.91% | Reduce -32.7% | 32,136 | $2.7M |
| Samalin Investment Counsel, LLC | 1.16% | Add +4.4% | 32,104 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -18.1% | 31,882 | $2.7M |
| Councilor Wealth, LLC | 1.28% | Reduce -4.4% | 31,607 | $2.6M |
| Charter Oak Capital Management, LLC | 0.25% | Reduce -3.0% | 31,554 | $2.6M |
| Archford Capital Strategies, LLC | 0.39% | Reduce -1.1% | 31,783 | $2.6M |
| Headinvest, LLC | 0.48% | Add +2.4% | 31,443 | $2.6M |
| Jmac Enterprises LLC | 0.41% | Reduce -5.6% | 31,100 | $2.6M |
| Platform Technology Partners | 0.81% | Reduce -13.0% | 31,091 | $2.6M |
| Chesley Taft & Associates LLC | 0.12% | Reduce -1.2% | 31,034 | $2.6M |
| Westside Investment Management, Inc. | 0.55% | Add +1.9% | 30,843 | $2.6M |
| Fiduciary Alliance LLC | 0.34% | Add +356.3% | 30,821 | $2.6M |
| CreativeOne Wealth, LLC | 0.09% | Add +16.6% | 30,565 | $2.5M |
| Tillman Hartley LLC | 0.75% | Add +0.1% | 30,430 | $2.5M |
| Family Wealth Partners, LLC | 1.29% | Reduce -7.0% | 30,224 | $2.5M |
| Concourse Financial Group Securities, Inc. | 0.15% | Reduce -21.2% | 30,150 | $2.5M |
| Hudock, Inc. | 0.43% | Reduce -37.5% | 30,144 | $2.5M |
| RMR Wealth Builders | 0.27% | Add +0.0% | 30,109 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | No change | 30,000 | $2.5M |
| Penobscot Investment Management Company, Inc. | 0.22% | Reduce -13.3% | 29,912 | $2.5M |
| Principal Securities, Inc. | 0.06% | Reduce -1.4% | 29,547 | $2.5M |
| Wescott Financial Advisory Group, LLC | 0.26% | Add +6.7% | 29,331 | $2.4M |
| Vontobel Holding Ltd. | 0.01% | No change | 29,326 | $2.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +54.1% | 29,195 | $2.4M |
| Blue Fin Capital, Inc. | 0.46% | Add +1.8% | 28,999 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.07% | Reduce -84.7% | 28,899 | $2.4M |
| LFA - Lugano Financial Advisors SA | 1.63% | Add +7.0% | 28,821 | $2.4M |
| EPG Wealth Management LLC | 0.60% | Add +0.0% | 28,793 | $2.4M |
| Compound Planning, Inc. | 0.15% | Reduce -4.0% | 28,616 | $2.4M |
| Wealthcare Capital Management LLC | 0.24% | Add +1.4% | 28,607 | $2.4M |
| Ascentis Independent Advisors | 0.37% | Reduce -6.0% | 28,592 | $2.4M |
| Little House Capital LLC | 0.68% | Add +0.9% | 28,453 | $2.4M |
| ProVise Management Group, LLC | 0.19% | Add +369.2% | 28,165 | $2.3M |
| Gallagher Fiduciary Advisors, LLC | 0.47% | Add +3.3% | 28,102 | $2.3M |
| New Insight Wealth Advisors | 1.22% | New | 27,965 | $2.3M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -6.3% | 27,948 | $2.3M |
| Concurrent Investment Advisors, LLC | 0.07% | Reduce -4.2% | 27,747 | $2.3M |
| Veracity Capital LLC | 0.88% | Reduce -8.7% | 27,619 | $2.3M |
| EFG Asset Management (Americas) Corp. | 0.44% | Add +1.0% | 27,227 | $2.3M |
| Townsquare Capital LLC | 0.03% | Reduce -91.1% | 26,981 | $2.2M |
| Voya Financial Advisors, Inc. | 0.24% | Add +38.0% | 26,768 | $2.2M |
| Family Firm, Inc. | 0.48% | Add +1.8% | 26,569 | $2.2M |
| Cornell University | 64.00% | Reduce -36.6% | 26,516 | $2.2M |
| Rehmann Capital Advisory Group | 0.14% | Add +0.6% | 26,450 | $2.2M |
| Phillips Financial Management, LLC | 0.17% | Reduce -3.6% | 26,341 | $2.2M |
| Park Edge Advisors, LLC | 0.62% | Reduce -24.1% | 26,238 | $2.2M |
| StoneX Group Inc. | 0.16% | Add +6.0% | 26,119 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +1.9% | 26,084 | $2.2M |
| Commerce Bank | 0.01% | Reduce -13.1% | 26,034 | $2.2M |
| RFG Advisory, LLC | 0.07% | Reduce -25.9% | 25,957 | $2.2M |
| Meridian Wealth Management, LLC | 0.11% | New | 25,913 | $2.2M |
| Capital Advisory Group Advisory Services, LLC | 0.85% | Add +0.5% | 25,774 | $2.1M |
| Motiv8 Investments LLC | 1.44% | Reduce -10.9% | 25,646 | $2.1M |
| Counterweight Ventures, LLC | 1.51% | Reduce -45.6% | 25,588 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +15.3% | 25,582 | $2.1M |
| Avior Wealth Management, LLC | 0.08% | Reduce -40.4% | 25,550 | $2.1M |
| Pacific Financial Group Inc. | 1.56% | Reduce -5.4% | 25,531 | $2.1M |
| Nixon Peabody Trust Co. | 0.18% | New | 25,523 | $2.1M |
| 4J Wealth Management LLC | 1.63% | Reduce -0.1% | 25,388 | $2.1M |
| GLOBALT Investments LLC / GA | 0.08% | Reduce -2.7% | 25,305 | $2.1M |
| D L Carlson Investment Group Inc. | 0.38% | Add +1.4% | 25,290 | $2.1M |
| J. Safra Sarasin Holding AG | 0.04% | No change | 25,000 | $2.1M |
| LifeGuide Financial Advisors, LLC | 0.88% | Add +4.1% | 24,820 | $2.1M |
| Davis-Rea LTD. | 0.89% | Add +122.3% | 24,545 | $2.0M |
| Wedbush Securities Inc. | 0.08% | Add +0.1% | 24,474 | $2.0M |
| Capital Analysts, LLC | 0.08% | Add +8.3% | 24,081 | $2.0M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +7.1% | 24,053 | $2.0M |
| Nwam LLC | 0.12% | New | 24,038 | $2.0M |
| Strategies Wealth Advisors, LLC | 0.27% | Add +461.2% | 24,035 | $2.0M |
| Investment Advisory Group, LLC | 0.69% | Add +18.0% | 23,996 | $2.0M |
| Rovin Capital /Ut/ | 0.73% | Reduce -25.8% | 23,681 | $2.0M |
| Aries Wealth Management | 0.54% | Add +94.3% | 23,503 | $2.0M |
| Cahaba Wealth Management, Inc. | 0.16% | Add +5.7% | 23,393 | $1.9M |
| Cibc World Market Inc. | 0.00% | Add +11.1% | 23,372 | $1.9M |
| Community Bank, N.A. | 0.24% | Reduce -3.3% | 23,355 | $1.9M |
| CoreCap Advisors, LLC | 0.09% | New | 23,329 | $1.9M |
| Mascoma Wealth Management LLC | 0.48% | New | 23,272 | $1.9M |
| K.J. Harrison & Partners Inc | 0.29% | No change | 23,200 | $1.9M |
| Choreo, LLC | 0.03% | Reduce -6.5% | 23,001 | $1.9M |
| Freestate Advisors LLC | 1.98% | — | 22,849 | $1.9M |
| First Community Trust NA | 1.55% | No change | 22,804 | $1.9M |
| Whitcomb & Hess, Inc. | 0.56% | Reduce -4.8% | 22,641 | $1.9M |
| Crestwood Advisors Group, LLC | 0.04% | Reduce -1.4% | 22,625 | $1.9M |
| Camelot Technology Advisors, Inc. | 1.65% | Reduce -20.6% | 22,483 | $1.9M |
| Lee Financial Co | 0.26% | Reduce -45.3% | 22,254 | $1.9M |
| MMBG Investment Advisors Co. | 0.19% | No change | 21,884 | $1.8M |
| Smartleaf Asset Management LLC | 0.22% | Reduce -5.1% | 21,831 | $1.8M |
| WealthShield Partners, LLC | 0.25% | Add +4.1% | 21,831 | $1.8M |
| Christensen, King & Associates Investment Services, Inc. | 0.85% | Add +0.0% | 21,745 | $1.8M |
| Independent Wealth Network Inc. | 0.79% | Add +8.5% | 21,526 | $1.8M |
| Alamar Capital Management, LLC | 0.99% | Add +4.4% | 21,485 | $1.8M |
| Western Wealth Management, LLC | 0.10% | New | 21,429 | $1.8M |
| Lodestar Private Asset Management LLC | 0.23% | Reduce -3.0% | 21,350 | $1.8M |
| NDWM LLC | 1.45% | Add +54.3% | 21,096 | $1.8M |
| Acorn Wealth Advisors, LLC | 0.74% | Add +0.7% | 20,779 | $1.7M |
| MV Capital Management, Inc. | 0.18% | Add +3.5% | 20,765 | $1.7M |
| Shira Ridge Wealth Management | 0.88% | Add +87.4% | 20,715 | $1.7M |
| King Wealth Management Group | 0.27% | Reduce -2.3% | 20,548 | $1.7M |
| NTV Asset Management LLC | 0.23% | Reduce -8.7% | 20,388 | $1.7M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | Add +3.5% | 20,325 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.44% | Add +0.2% | 20,248 | $1.7M |
| Prelude Capital Management, LLC | 0.13% | New | 20,190 | $1.7M |
| SkyView Investment Advisors, LLC | 0.28% | Reduce -7.4% | 19,900 | $1.7M |
| Dorsey & Whitney Trust CO LLC | 0.09% | Reduce -11.3% | 19,903 | $1.7M |
| GenTrust, LLC | 0.08% | Add +0.1% | 19,801 | $1.6M |
| CW Advisors, LLC | 0.02% | Add +3.2% | 19,795 | $1.6M |
| WESCAP Management Group, Inc. | 0.41% | Add +52.8% | 19,740 | $1.6M |
| Continuum Advisory, LLC | 0.21% | Add +16.8% | 19,903 | $1.6M |
| Towercrest Capital Management | 0.26% | Reduce -3.5% | 19,479 | $1.6M |
| Nvwm, LLC | 0.41% | Reduce -0.4% | 19,467 | $1.6M |
| Good Life Advisors, LLC | 0.10% | Add +179.5% | 19,456 | $1.6M |
| Verus Capital Partners, LLC | 0.16% | Add +15.8% | 19,453 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +1.1% | 19,382 | $1.6M |
| Bank of Nova Scotia | 0.00% | New | 19,370 | $1.6M |
| Visionary Wealth Advisors | 0.10% | Add +14.8% | 19,271 | $1.6M |
| Roundview Capital LLC | 0.12% | Reduce -1.3% | 19,237 | $1.6M |
| Fidelis Capital Partners, LLC | 0.19% | Reduce -0.2% | 19,397 | $1.6M |
| Chartwell Investment Partners, LLC | 0.05% | No change | 19,070 | $1.6M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Reduce -1.1% | 18,987 | $1.6M |
| Legacy Wealth Asset Management, LLC | 0.42% | Reduce -0.3% | 18,875 | $1.6M |
| Midwest Professional Planners, LTD. | 0.48% | Add +2.4% | 18,769 | $1.6M |
| Northern Trust Corp. | 0.00% | Reduce -7.3% | 18,740 | $1.6M |
| PFG Investments, LLC | 0.10% | Add +1.6% | 18,624 | $1.5M |
| Raymond James Trust N.A. | 0.03% | Reduce -16.3% | 18,590 | $1.5M |
| Ironwood Investment Counsel, LLC | 0.26% | Reduce -10.3% | 18,573 | $1.5M |
| Heck Capital Advisors, LLC | 0.18% | Reduce -4.2% | 18,537 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Reduce -25.9% | 18,412 | $1.5M |
| Financial Counselors Inc. | 0.02% | Add +0.1% | 18,406 | $1.5M |
| Hutchens & Kramer Investment Management Group, LLC | 0.84% | Reduce -0.6% | 18,236 | $1.5M |
| Patten Group, Inc. | 0.33% | Add +5.2% | 18,040 | $1.5M |
| Vantage Financial Partners, LLC | 0.37% | Add +165.1% | 17,881 | $1.5M |
| Robinson Value Management, Ltd. | 0.96% | No change | 17,787 | $1.5M |
| Welch Group, LLC | 0.06% | Add +26.1% | 17,686 | $1.5M |
| Castleview Partners, LLC | 0.85% | Add +18.0% | 17,673 | $1.5M |
| Financial Management Network Inc. | 0.31% | New | 17,692 | $1.5M |
| Benedict Financial Advisors Inc. | 0.34% | Add +47.1% | 17,538 | $1.5M |
| Chemistry Wealth Management LLC | 0.35% | Reduce -2.4% | 17,443 | $1.5M |
| Rooted Wealth Advisors, Inc. | 0.64% | Reduce -0.9% | 17,471 | $1.4M |
| Burke & Herbert Bank & Trust Co. | 0.33% | Reduce -3.8% | 17,193 | $1.4M |
| Plan Group Financial, LLC | 0.75% | Add +42.2% | 17,085 | $1.4M |
| Northwest Wealth Management, LLC | 0.33% | Reduce -9.2% | 17,073 | $1.4M |
| Realta Investment Advisors | 0.65% | Reduce -0.9% | 17,189 | $1.4M |
| Barry Investment Advisors, LLC | 0.43% | Add +36.4% | 16,991 | $1.4M |
| TriaGen Wealth Management LLC | 0.47% | Add +1.3% | 16,925 | $1.4M |
| J. W. Coons Advisors, LLC | 0.26% | Add +9.2% | 16,851 | $1.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -5.4% | 16,792 | $1.4M |
| Engineers Gate Manager LP | 0.03% | New | 16,703 | $1.4M |
| Peak Asset Management, LLC | 0.26% | Reduce -27.2% | 16,640 | $1.4M |
| Probity Advisors, Inc. | 0.26% | Reduce -28.4% | 16,567 | $1.4M |
| Central Pacific Bank - Trust Division | 0.18% | Reduce -76.0% | 16,480 | $1.4M |
| Brightwater Advisory LLC | 1.01% | Reduce -7.8% | 16,447 | $1.4M |
| Element Wealth, LLC | 0.71% | Reduce -0.7% | 16,230 | $1.3M |
| Williams Jones Wealth Management, LLC. | 0.02% | New | 16,072 | $1.3M |
| Jordan Park Group LLC | 0.09% | Add +1.0% | 16,057 | $1.3M |
| Belpointe Asset Management LLC | 0.08% | Add +28.9% | 15,871 | $1.3M |
| Arrowroot Family Office, LLC | 0.77% | Reduce -7.1% | 15,839 | $1.3M |
| West Paces Advisors Inc. | 0.32% | Reduce -26.6% | 15,788 | $1.3M |
| Rothschild Investment LLC | 0.09% | Add +32.5% | 15,708 | $1.3M |
| Tidal Investments LLC | 0.01% | New | 15,674 | $1.3M |
| Objective Capital Management, LLC | 0.77% | — | 15,666 | $1.3M |
| Greenspring Advisors, LLC | 0.28% | Add +130.3% | 15,609 | $1.3M |
| GTS Securities LLC | 0.03% | Reduce -95.9% | 15,340 | $1.3M |
| Rather & Kittrell, Inc. | 0.31% | Reduce -9.0% | 15,179 | $1.3M |
| Vicus Capital | 0.11% | Add +36.6% | 15,060 | $1.3M |
| TrinityPoint Wealth, LLC | 0.18% | No change | 14,945 | $1.2M |
| Procyon Advisors, LLC | 0.09% | Add +0.2% | 14,907 | $1.2M |
| NorthRock Partners, LLC | 0.04% | Add +7.1% | 14,638 | $1.2M |
| Sowell Financial Services LLC | 0.06% | New | 14,568 | $1.2M |
| Wealth Advisory Solutions, LLC | 0.33% | Reduce -25.1% | 14,531 | $1.2M |
| St. James Investment Company, LLC | 0.20% | Add +3.6% | 14,395 | $1.2M |
| Retirement Income Solutions, Inc. | 0.27% | Reduce -5.6% | 14,281 | $1.2M |
| TFB Advisors LLC | 0.35% | Reduce -71.2% | 14,204 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.31% | Reduce -6.0% | 14,158 | $1.2M |
| Cooper Financial Group | 0.15% | Add +0.5% | 14,158 | $1.2M |
| Howard Capital Management, LLC | 0.02% | Reduce -4.5% | 14,147 | $1.2M |
| Compton Wealth Advisory Group, LLC | 0.29% | Reduce -2.1% | 13,933 | $1.2M |
| Aveo Capital Partners, LLC | 0.12% | Reduce -8.6% | 13,766 | $1.1M |
| Flagship Harbor Advisors, LLC | 0.06% | Reduce -3.0% | 13,724 | $1.1M |
| MSH Capital Advisors LLC | 0.35% | Reduce -6.3% | 13,691 | $1.1M |
| Clearbridge Investments, LLC | 0.00% | Add +0.4% | 13,417 | $1.1M |
| Financial Management Professionals, Inc. | 0.14% | Reduce -1.3% | 13,340 | $1.1M |
| Eagle Asset Management Inc. | 0.01% | Add +16.9% | 13,369 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.1% | 13,040 | $1.1M |
| Howard Financial Services, LTD. | 0.16% | Add +13.1% | 12,999 | $1.1M |
| Balentine LLC | 0.04% | Reduce -99.5% | 12,958 | $1.1M |
| Axiom Advisory, LLC | 0.01% | Add +1.6% | 12,800 | $1.1M |
| RPg Family Wealth Advisory, LLC | 0.34% | New | 12,671 | $1.1M |
| Alera Investment Advisors, LLC | 0.12% | Add +6.9% | 12,631 | $1.1M |
| Kathleen S. Wright Associates Inc. | 0.43% | Add +9.7% | 12,491 | $1.0M |
| Savant Capital, LLC | 0.01% | Add +70.4% | 12,417 | $1.0M |
| Carnegie Investment Counsel | 0.03% | Reduce -24.4% | 12,386 | $1.0M |
| Idaho Trust Co | 0.49% | No change | 12,287 | $1.0M |
| Merit Financial Group, LLC | 0.02% | Add +37.2% | 12,268 | $1.0M |
| Rodgers Brothers Inc. | 0.13% | No change | 12,200 | $1.0M |
| Mattern Wealth Management LLC | 0.22% | No change | 12,116 | $1.0M |
| Addison Capital Co | 0.41% | Reduce -4.5% | 12,111 | $1.0M |
| Consolidated Portfolio Review Corp | 0.22% | Reduce -0.0% | 12,103 | $1.0M |
| Strategy Asset Managers LLC | 0.19% | Reduce -46.1% | 12,049 | $1.0M |
| WJ Wealth Management, LLC | 0.35% | Reduce -84.9% | 12,028 | $1.0M |
| Weaver Consulting Group | 0.32% | Reduce -1.7% | 11,962 | $995K |
| Calamos Wealth Management LLC | 0.05% | New | 11,908 | $990K |
| Clear Creek Financial Management, LLC | 0.11% | Reduce -6.3% | 11,869 | $987K |
| Beirne Wealth Consulting Services, LLC | 0.34% | No change | 11,770 | $979K |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -60.1% | 11,653 | $969K |
| Bessemer Group Inc. | 0.00% | Reduce -0.6% | 11,631 | $967K |
| First National Trust Co | 0.04% | Add +5.0% | 11,569 | $962K |
| Rockland Trust Co. | 0.05% | Add +0.0% | 11,480 | $955K |
| Americana Partners, LLC | 0.06% | No change | 11,435 | $951K |
| Biltmore Wealth Management, LLC | 0.39% | Reduce -13.8% | 11,379 | $946K |
| Advisory Research Inc. | 0.17% | Add +15.7% | 11,331 | $942K |
| Discipline Wealth Solutions, LLC | 0.50% | New | 11,309 | $940K |
| Johnson Financial Group, Inc. | 0.04% | Add +29.8% | 11,290 | $939K |
| Alhambra Investment Management LLC | 0.49% | Add +0.1% | 11,274 | $937K |
| First Foundation Advisors | 0.04% | Reduce -15.1% | 11,266 | $937K |
| M3 Advisory Group, LLC | 0.69% | No change | 11,249 | $935K |
| Enterprise Bank & Trust Co | 0.30% | No change | 11,172 | $929K |
| Park Place Capital Corp | 0.27% | Reduce -0.1% | 11,170 | $929K |
| Krilogy Financial LLC | 0.06% | Add +2.5% | 11,040 | $918K |
| IFP Advisors, Inc | 0.03% | Add +17.1% | 11,008 | $915K |
| Bridge Advisory, LLC | 0.43% | Add +19.2% | 10,998 | $914K |
| Moulton Wealth Management, Inc. | 0.75% | Add +22.6% | 10,961 | $904K |
| Zhang Financial LLC | 0.06% | Add +4.8% | 10,842 | $902K |
| Bright Financial Advisors, Inc. | 0.57% | Reduce -11.4% | 10,782 | $897K |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 10,765 | $895K |
| Ironwood Wealth Management, LLC. | 0.27% | Reduce -17.1% | 10,763 | $895K |
| Garrison Point Advisors, LLC | 0.55% | Reduce -0.5% | 10,685 | $888K |
| Smith Thornton Advisors LLC | 0.58% | Add +8.3% | 10,669 | $887K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -29.3% | 10,755 | $887K |
| IFG Advisory, LLC | 0.06% | Reduce -29.4% | 10,624 | $883K |
| Csenge Advisory Group | 0.05% | Reduce -69.9% | 10,694 | $883K |
| Allred Capital Management, LLC | 0.34% | Reduce -0.3% | 10,439 | $868K |
| Fort Point Capital Partners LLC | 0.11% | Reduce -0.0% | 10,315 | $858K |
| Simon Quick Advisors, LLC | 0.05% | Add +5.2% | 10,313 | $858K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -9.1% | 10,386 | $855K |
| Spreng Capital Management, Inc. | 0.41% | Reduce -64.5% | 10,248 | $852K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -7.7% | 10,231 | $851K |
| Arkadios Wealth Advisors | 0.05% | Reduce -2.0% | 10,153 | $844K |
| Napa Wealth Management | 0.40% | Reduce -31.5% | 10,107 | $840K |
| IPG Investment Advisors LLC | 0.18% | Reduce -10.9% | 10,094 | $839K |
| Sierra Capital LLC | 0.10% | No change | 10,078 | $838K |
| New Century Financial Group, LLC | 0.31% | Reduce -0.3% | 10,033 | $834K |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.3% | 10,031 | $834K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Add +0.6% | 10,000 | $832K |
| Strategic Wealth Partners, Ltd. | 0.08% | Reduce -3.1% | 9,996 | $831K |
| Apexium Financial, LP | 0.05% | Reduce -19.8% | 9,979 | $830K |
| JGP Wealth Management, LLC | 0.11% | Add +22.6% | 9,906 | $824K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -90.6% | 9,893 | $823K |
| SignalPoint Asset Management, LLC | 0.19% | Add +0.8% | 9,843 | $820K |
| D.A. Davidson & Co. | 0.01% | Add +1.6% | 9,837 | $818K |
| Compass Ion Advisors, LLC | 0.10% | Add +1.8% | 9,836 | $818K |
| Hobbs Group Advisors, LLC | 0.29% | Reduce -20.6% | 9,780 | $813K |
| Wealthspire Advisors, LLC | 0.01% | Add +13.2% | 9,669 | $804K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.32% | Add +0.7% | 9,639 | $801K |
| Amarillo National Bank | 0.15% | Reduce -12.7% | 9,622 | $800K |
| Guardian Capital Advisors LP | 0.08% | Reduce -8.1% | 9,645 | $800K |
| Mechanics Bank Trust Department | 0.11% | Add +26.9% | 9,615 | $799K |
| Chapin Davis, Inc. | 0.26% | Add +0.9% | 9,596 | $798K |
| Foundry Financial Group, Inc. | 0.50% | Add +23.3% | 9,555 | $794K |
| Advanced Asset Management Advisors Inc | 0.21% | No change | 9,684 | $791K |
| Renasant Bank | 0.52% | Reduce -0.2% | 9,468 | $787K |
| PFG Advisors | 0.05% | Reduce -49.9% | 9,439 | $785K |
| New South Capital Management Inc. | 0.03% | No change | 9,405 | $782K |
| Barrett & Company, Inc. | 0.34% | No change | 9,375 | $780K |
| NewEdge Wealth, LLC | 0.01% | Add +164.4% | 9,272 | $771K |
| Glen Eagle Advisors, LLC | 0.13% | Reduce -1.0% | 9,124 | $759K |
| Guerra Pan Advisors, LLC | 0.60% | No change | 9,075 | $755K |
| Almanack Investment Partners, LLC. | 0.12% | Reduce -90.7% | 9,017 | $750K |
| Priebe Wealth Holdings LLC | 0.54% | Add +7.6% | 8,956 | $745K |
| United Asset Strategies, Inc. | 0.07% | Reduce -1.6% | 8,935 | $743K |
| Roberts Wealth Advisors, LLC | 0.24% | Reduce -4.9% | 8,921 | $736K |
| One Capital Management, LLC | 0.02% | Reduce -10.4% | 8,743 | $727K |
| Beacon Financial Group | 0.08% | New | 8,742 | $727K |
| NCM Capital Management, LLC | 0.35% | Add +50.2% | 8,735 | $726K |
| Alternative Investment Advisors, LLC. | 0.38% | Add +103.0% | 8,691 | $723K |
| Addison Advisors LLC | 0.20% | Reduce -2.7% | 8,690 | $723K |
| Allworth Financial LP | 0.00% | Reduce -3.1% | 8,661 | $720K |
| Sinecera Capital, LLC | 0.87% | Reduce -8.9% | 8,660 | $720K |
| Empirical Asset Management, LLC | 0.26% | Reduce -0.3% | 8,627 | $717K |
| Stordahl Capital Management, Inc. | 0.17% | Add +10.6% | 8,632 | $716K |
| Oliver Luxxe Assets LLC | 0.13% | Reduce -6.3% | 8,602 | $715K |
| Gries Financial LLC | 0.13% | Reduce -14.3% | 8,593 | $715K |
| Hassell Wealth Management, LLC | 0.30% | Reduce -9.6% | 8,557 | $705K |
| Founders Financial Alliance, LLC | 0.19% | Add +0.1% | 8,418 | $700K |
| Diversify Wealth Management, LLC | 0.07% | Reduce -42.3% | 8,493 | $700K |
| Private Trust Co. NA | 0.07% | Add +1.3% | 8,206 | $682K |
| Lanark Financial, Inc. | 0.06% | Reduce -2.8% | 8,205 | $682K |
| Moors & Cabot, Inc. | 0.03% | Reduce -24.8% | 8,171 | $679K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +5.0% | 8,110 | $674K |
| Stolper Co | 0.22% | Add +1.1% | 8,100 | $674K |
| Two Sigma Securities, LLC | 0.05% | New | 8,031 | $668K |
| Finer Wealth Management, Inc. | 0.41% | New | 6,152 | $661K |
| Fiducient Advisors LLC | 0.08% | Add +7.3% | 7,914 | $658K |
| West Michigan Advisors, LLC | 0.20% | Add +5.3% | 7,906 | $657K |
| Patton Fund Management, Inc. | 0.14% | Add +1.4% | 7,875 | $655K |
| Oxbow Advisors, LLC | 0.07% | Reduce -8.8% | 7,846 | $652K |
| SkyOak Wealth, LLC | 0.14% | Reduce -1.1% | 7,818 | $650K |
| Mattern Capital Management, LLC | 0.08% | Reduce -5.8% | 7,801 | $649K |
| Valeo Financial Advisors, LLC | 0.02% | Add +20.7% | 7,713 | $641K |
| DeDora Capital, Inc. | 0.18% | Reduce -9.1% | 7,710 | $641K |
| Baker Ellis Asset Management LLC | 0.09% | Reduce -0.7% | 7,576 | $630K |
| Moneco Advisors, LLC | 0.08% | Reduce -11.6% | 7,519 | $625K |
| Eschler Asset Management LLP | 0.93% | New | 7,500 | $624K |
| WNY Asset Management, LLC | 0.07% | Add +44.8% | 7,453 | $620K |
| Secure Asset Management, LLC | 0.10% | Reduce -2.0% | 7,377 | $613K |
| Jacobi Capital Management LLC | 0.05% | No change | 7,356 | $612K |
| Regions Financial Corp. | 0.00% | Reduce -12.1% | 7,354 | $611K |
| Montecito Bank & Trust | 0.10% | New | 7,348 | $611K |
| Palumbo Wealth Management LLC | 0.24% | Add +118.4% | 7,329 | $609K |
| DMC Group, LLC | 0.49% | Add +15.5% | 7,295 | $607K |
| Farmers Trust Co. | 0.11% | No change | 7,200 | $599K |
| Horizon Family Wealth, Inc. | 0.42% | Reduce -0.1% | 7,108 | $591K |
| Pinnacle Wealth Management Group, Inc. | 0.37% | Reduce -1.2% | 7,077 | $588K |
| Confluence Wealth Services, Inc. | 0.04% | Reduce -69.2% | 7,036 | $585K |
| Elyxium Wealth, LLC | 0.32% | — | 6,998 | $582K |
| Mainstay Capital Management LLC | 0.10% | Add +0.0% | 6,984 | $581K |
| Clarity Capital Partners LLC | 0.34% | Add +1.6% | 6,968 | $579K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +0.2% | 6,946 | $578K |
| HighMark Wealth Management LLC | 0.31% | Reduce -5.7% | 6,856 | $570K |
| Easterly Investment Partners LLC | 0.04% | No change | 6,734 | $560K |
| 180 Wealth Advisors, LLC | 0.09% | Reduce -0.9% | 6,705 | $558K |
| Invesco Ltd. | 0.00% | Reduce -2.8% | 6,662 | $554K |
| Ridgepath Capital Management LLC | 0.44% | Reduce -8.5% | 6,655 | $553K |
| Live Oak Private Wealth LLC | 0.09% | Reduce -0.0% | 6,618 | $550K |
| ARS Wealth Advisors Group, LLC | 0.07% | Reduce -9.6% | 6,587 | $548K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -5.7% | 6,585 | $548K |
| Allen Capital Group, LLC | 0.07% | Reduce -20.6% | 6,540 | $544K |
| Blueprint Investment Partners LLC | 0.10% | Reduce -11.6% | 6,524 | $542K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -2.5% | 6,509 | $541K |
| Raab & Moskowitz Asset Management LLC | 0.14% | Reduce -4.0% | 6,490 | $540K |
| Lifeworks Advisors, LLC | 0.11% | Reduce -1.7% | 6,451 | $536K |
| Kingfisher Capital LLC | 0.12% | Reduce -7.3% | 6,445 | $536K |
| HRT Financial LP | 0.00% | Reduce -89.5% | 6,431 | $534K |
| Yarger Wealth Strategies, LLC | 0.29% | Add +0.7% | 6,403 | $532K |
| A. D. Beadell Investment Counsel, Inc. | 0.42% | Add +4.8% | 6,405 | $532K |
| Westwind Capital | 0.13% | Reduce -88.6% | 6,355 | $528K |
| Latko Wealth Management, Ltd. | 0.32% | — | 6,336 | $527K |
| Beverly Hills Private Wealth, LLC | 0.11% | No change | 6,337 | $527K |
| Berger Financial Group, Inc | 0.04% | Reduce -0.5% | 6,319 | $525K |
| SPC Financial, Inc. | 0.05% | Add +2.3% | 6,275 | $522K |
| Verum Partners LLC | 0.15% | Reduce -33.9% | 6,271 | $521K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Add +0.7% | 6,268 | $521K |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.8% | 6,255 | $520K |
| Guidance Capital, Inc. | 0.16% | Add +84.9% | 6,287 | $519K |
| United Community Bank | 0.20% | No change | 6,235 | $518K |
| Two West Capital Advisors LLC | 0.42% | New | 6,185 | $514K |
| Eagle Strategies LLC | 0.09% | Reduce -9.6% | 6,166 | $513K |
| Breakwater Capital Group | 0.10% | New | 6,155 | $512K |
| E&G Advisors, LLC | 0.14% | No change | 6,150 | $511K |
| Greenwood Capital Associates LLC | 0.07% | Reduce -27.1% | 6,150 | $511K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +36.2% | 6,142 | $511K |
| Aspiriant, LLC | 0.02% | Add +29.3% | 6,135 | $510K |
| LifePro Asset Management | 0.31% | Add +31.4% | 6,135 | $510K |
| Purus Wealth Management, LLC | 0.22% | Reduce -15.0% | 6,130 | $510K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.6% | 6,125 | $509K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -36.4% | 6,112 | $508K |
| Summit Financial, LLC | 0.02% | Reduce -19.4% | 6,090 | $506K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -12.3% | 6,066 | $504K |
| First Financial Bank - Trust Division | 0.05% | Reduce -6.2% | 6,056 | $504K |
| Lester Murray Antman dba SimplyRich | 0.14% | Reduce -0.5% | 6,047 | $502K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -95.9% | 6,002 | $499K |
| Summa Corp. | 0.24% | No change | 6,000 | $499K |
| Sax Wealth Advisors, LLC | 0.04% | Add +13.2% | 5,974 | $497K |
| Kovack Advisors, Inc. | 0.05% | Reduce -11.9% | 5,974 | $497K |
| Westfuller Advisors, LLC | 0.35% | — | 5,936 | $494K |
| Parcion Private Wealth LLC | 0.04% | New | 5,930 | $493K |
| Trust Co | 0.06% | No change | 5,840 | $486K |
| Blue Trust, Inc. | 0.01% | Reduce -26.2% | 5,924 | $484K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 5,784 | $481K |
| Barr E S & Co. | 0.03% | Reduce -14.8% | 5,775 | $480K |
| Forum Private Client Group LLC | 0.21% | Reduce -16.0% | 5,766 | $479K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -6.1% | 5,766 | $479K |
| 1620 Investment Advisors, Inc. | 0.35% | Reduce -3.4% | 5,720 | $476K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -10.8% | 5,712 | $475K |
| Atlas Capital Advisors Inc. | 0.07% | Reduce -4.8% | 5,700 | $474K |
| Daymark Wealth Partners, LLC | 0.02% | Add +3.9% | 5,672 | $472K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -22.7% | 5,671 | $472K |
| Ameliora Wealth Management Ltd. | 0.20% | Reduce -92.4% | 5,657 | $470K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -3.0% | 5,602 | $466K |
| Coldstream Capital Management Inc. | 0.01% | Add +11.9% | 5,569 | $463K |
| Busey Bank | 0.02% | No change | 5,565 | $463K |
| Banque Pictet & Cie SA | 0.00% | No change | 5,464 | $454K |
| Woodward Diversified Capital, LLC | 0.29% | Reduce -4.8% | 5,445 | $453K |
| TCP Asset Management, LLC | 0.10% | Reduce -64.0% | 5,441 | $452K |
| Pasadena Private Wealth, LLC | 0.10% | New | 5,430 | $452K |
| Rothschild Wealth LLC | 0.13% | Reduce -62.6% | 19,226 | $451K |
| Bond & Devick Financial Network, Inc. | 0.19% | Add +44.2% | 5,374 | $447K |
| Cadinha & Co. LLC | 0.08% | Add +4.7% | 5,339 | $444K |
| Southeast Asset Advisors, LLC | 0.05% | Reduce -7.8% | 5,262 | $438K |
| Arkfeld Wealth Strategies, L.L.C. | 0.21% | Add +0.4% | 5,300 | $437K |
| Bellecapital International Ltd. | 0.09% | Reduce -50.8% | 5,251 | $437K |
| First Hawaiian Bank | 0.01% | Reduce -0.7% | 5,229 | $435K |
| Cordgrass Capital Advisors, LLC | 0.12% | Add +26.9% | 5,178 | $431K |
| Magnus Financial Group LLC | 0.04% | Reduce -39.8% | 5,141 | $427K |
| Brickley Wealth Management | 0.09% | Add +28.2% | 5,115 | $425K |
| L.M. Kohn & Company | 0.11% | Add +4.1% | 5,102 | $424K |
| Forte Asset Management LLC | 0.23% | No change | 5,100 | $424K |
| Asset Management Group, Inc. | 0.06% | Add +1.0% | 5,097 | $424K |
| Hancock Whitney Corp. | 0.01% | Reduce -1.6% | 5,094 | $424K |
| Twele Capital Management, Inc. | 0.09% | Add +1.2% | 5,085 | $423K |
| Lokken Investment Group LLC | 0.18% | Add +9.3% | 5,051 | $420K |
| Alliance Wealth Management Group | 0.11% | Add +9.1% | 5,026 | $418K |
| Avaii Wealth Management, LLC | 0.21% | Reduce -15.5% | 5,009 | $417K |
| Boyd Watterson Asset Management LLC | 0.12% | No change | 5,000 | $416K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 4,987 | $415K |
| ETF Store, Inc. | 0.43% | Add +10.1% | 4,987 | $415K |
| Midland Wealth Advisors, LLC | 0.02% | Reduce -69.3% | 4,983 | $414K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -2.5% | 4,981 | $414K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Reduce -0.3% | 4,950 | $412K |
| WealthPlan Investment Management, LLC | 0.04% | No change | 4,931 | $410K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -0.5% | 4,915 | $409K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -31.4% | 4,908 | $408K |
| Hilton Capital Management, LLC | 0.03% | Reduce -27.2% | 4,836 | $402K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -11.2% | 4,833 | $402K |
| SageView Advisory Group, LLC | 0.02% | New | 4,800 | $399K |
| Heritage Wealth Partners, LLC | 0.47% | Reduce -15.4% | 4,795 | $399K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 4,775 | $397K |
| Windward Private Wealth Management Inc. | 0.15% | Reduce -18.4% | 4,768 | $396K |
| Interactive Financial Advisors, Inc. | 0.20% | Reduce -2.4% | 4,745 | $395K |
| Bokf, NA | 0.01% | Reduce -3.1% | 4,728 | $391K |
| Quartz Partners, LLC | 0.24% | — | 4,675 | $389K |
| Pinnacle Associates Ltd. | 0.01% | Add +9.3% | 4,712 | $387K |
| Lyell Wealth Management, LP | 0.04% | Add +50.7% | 4,649 | $387K |
| North Star Investment Management Corp. | 0.03% | Add +0.0% | 4,647 | $386K |
| My Legacy Advisors, LLC | 0.15% | Reduce -60.5% | 4,641 | $386K |
| Capital Investment Advisory Services, LLC | 0.04% | Reduce -59.4% | 4,637 | $386K |
| Flagstar Securities, Inc. | 0.10% | Reduce -21.3% | 4,608 | $383K |
| TCFG Wealth Management, LLC | 0.19% | — | 4,588 | $381K |
| Dimension Capital Management LLC | 0.07% | No change | 4,583 | $381K |
| WMS Partners, LLC | 0.02% | Add +37.6% | 4,575 | $380K |
| Ballast Advisors LLC | 0.12% | Reduce -18.1% | 4,537 | $377K |
| Tilia Fiduciary Partners, Inc. | 0.26% | No change | 4,516 | $376K |
| Northeast Financial Group, Inc. | 0.14% | Reduce -79.6% | 4,504 | $375K |
| AlphaCentric Advisors LLC | 0.28% | Reduce -36.1% | 4,482 | $373K |
| AMG National Trust Bank | 0.01% | Reduce -72.9% | 4,450 | $370K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +4.8% | 4,402 | $366K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Reduce -9.5% | 4,367 | $363K |
| MN Wealth Advisors, LLC | 0.21% | Reduce -35.7% | 4,354 | $362K |
| Kraft, Davis & Associates, LLC | 0.11% | New | 4,356 | $359K |
| Clearstead Trust, LLC | 0.09% | Add +16.8% | 4,308 | $358K |
| Trilogy Capital Inc. | 0.02% | Reduce -1.6% | 4,296 | $357K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -11.6% | 4,288 | $357K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -7.5% | 4,277 | $356K |
| Stapp Wealth Management, PLLC | 0.57% | No change | 4,275 | $355K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -11.7% | 4,797 | $354K |
| Phoenix Financial Ltd. | 0.01% | No change | 4,209 | $350K |
| Bremer Bank National Association | 0.07% | No change | 4,208 | $350K |
| New Wave Wealth Advisors LLC | 0.16% | Reduce -32.3% | 4,190 | $348K |
| Heritage Oak Wealth Advisors LLC | 0.16% | Add +4.4% | 4,190 | $348K |
| McDonald Partners LLC | 0.09% | No change | 4,156 | $346K |
| Able Wealth Management LLC | 0.26% | Add +0.7% | 4,117 | $342K |
| Lion Street Advisors, LLC | 0.12% | Add +0.3% | 4,102 | $341K |
| Evanson Asset Management, LLC | 0.02% | Reduce -1.8% | 4,065 | $338K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 4,064 | $338K |
| Tectonic Advisors LLC | 0.02% | Add +0.5% | 4,058 | $337K |
| Centurion Wealth Management LLC | 0.11% | — | 4,039 | $336K |
| Arkos Global Advisors | 0.05% | No change | 4,027 | $335K |
| Autumn Glory Partners, LLC | 0.13% | Reduce -8.8% | 4,017 | $334K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -0.2% | 3,988 | $332K |
| Retirement Capital Strategies | 0.13% | Reduce -4.5% | 3,981 | $331K |
| Disciplined Investments, LLC | 0.16% | Reduce -10.6% | 3,954 | $329K |
| Whittier Trust Co. | 0.00% | No change | 3,950 | $328K |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0.32% | No change | 3,914 | $325K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -51.7% | 3,895 | $324K |
| Fairfield, Bush & Co. | 0.19% | No change | 3,800 | $316K |
| M. Kulyk & Associates, LLC | 0.06% | Add +1.7% | 3,798 | $316K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -56.2% | 3,822 | $315K |
| Glass Jacobson Investment Advisors llc | 0.10% | No change | 3,790 | $315K |
| Sonata Capital Group Inc. | 0.13% | New | 3,763 | $313K |
| Caldwell Sutter Capital, Inc. | 0.14% | Reduce -9.2% | 3,723 | $310K |
| Arbor Trust Wealth Advisors, LLC | 0.16% | No change | 3,791 | $310K |
| Crewe Advisors LLC | 0.04% | Reduce -24.4% | 3,718 | $309K |
| Fischer Investment Strategies, LLC | 0.27% | New | 3,704 | $308K |
| Promethium Advisors,llc | 0.22% | — | 3,702 | $308K |
| Argent Trust Co | 0.01% | Add +20.3% | 3,701 | $308K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Reduce -4.3% | 3,691 | $307K |
| Bay Rivers Group | 0.15% | Add +13.4% | 3,679 | $306K |
| LCNB Corp. | 0.11% | Reduce -25.2% | 3,669 | $305K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | Reduce -14.4% | 3,638 | $303K |
| TPG Advisors LLC | 0.23% | No change | 3,607 | $300K |
| SteelPeak Wealth, LLC | 0.01% | New | 3,601 | $299K |
| Sovereign Financial Group, Inc. | 0.07% | Add +0.3% | 3,600 | $299K |
| Sugarloaf Wealth Management, LLC | 0.05% | Add +0.2% | 3,587 | $298K |
| Hexagon Capital Partners LLC | 0.06% | Reduce -8.0% | 3,587 | $298K |
| Chicago Wealth Management, Inc. | 0.16% | Reduce -27.1% | 3,579 | $298K |
| Ingalls & Snyder LLC | 0.01% | No change | 3,575 | $297K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -9.2% | 3,563 | $296K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -97.4% | 3,544 | $295K |
| Willow Creek Wealth Management Inc. | 0.03% | No change | 3,537 | $294K |
| Crabel Capital Management, LLC | 0.21% | New | 3,531 | $294K |
| Stephens Group Asset Management, LLC | 0.02% | Reduce -8.2% | 3,507 | $292K |
| HB Wealth Management, LLC | 0.00% | Reduce -25.3% | 3,500 | $291K |
| Legacy Private Trust Co. | 0.02% | Reduce -52.6% | 3,474 | $289K |
| TruWealth Advisors, LLC | 0.02% | Reduce -27.2% | 3,474 | $289K |
| Acropolis Investment Management, LLC | 0.02% | Reduce -70.3% | 3,467 | $288K |
| Fonville Wealth Management LLC | 0.10% | New | 3,445 | $286K |
| TrueMark Investments, LLC | 0.09% | Add +1.8% | 3,428 | $285K |
| Inscription Capital, LLC | 0.04% | Reduce -55.7% | 3,400 | $283K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +3928.6% | 3,384 | $281K |
| Tempus Wealth Planning, LLC | 0.10% | Add +14.8% | 3,363 | $280K |
| Stanley-Laman Group, Ltd. | 0.04% | Reduce -0.2% | 3,361 | $279K |
| Hudson Capital Management LLC | 0.09% | Reduce -56.6% | 3,342 | $278K |
| Columbus Macro, LLC | 0.10% | Add +2.3% | 3,337 | $277K |
| TBH Global Asset Management, LLC | 0.06% | No change | 3,316 | $276K |
| PrairieView Partners, LLC | 0.03% | Reduce -27.0% | 3,316 | $275K |
| Strategic Blueprint, LLC | 0.02% | Reduce -14.0% | 3,307 | $275K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -9.6% | 3,289 | $273K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -1.3% | 3,284 | $273K |
| AllSquare Wealth Management LLC | 0.15% | No change | 3,250 | $270K |
| Arrow Financial Corp | 0.02% | No change | 3,226 | $268K |
| Aptus Capital Advisors, LLC | 0.00% | Add +96.8% | 3,221 | $268K |
| Sollinda Capital Management LLC | 0.08% | Reduce -0.6% | 3,211 | $267K |
| Kestra Investment Management, LLC | 0.01% | New | 3,207 | $267K |
| Harbour Investments, Inc. | 0.01% | Add +8.8% | 3,196 | $266K |
| Optimum Investment Advisors | 0.11% | Add +1.9% | 3,185 | $265K |
| Napatree Capital LLC | 0.18% | Add +0.0% | 3,176 | $264K |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -33.0% | 3,152 | $262K |
| Occidental Asset Management, LLC | 0.04% | New | 3,140 | $261K |
| KM Capital Management Ltd. | 0.14% | New | 3,123 | $260K |
| BNP Paribas Financial Markets | 0.00% | Reduce -96.3% | 3,104 | $258K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +0.6% | 3,110 | $258K |
| Straight Path Wealth Management | 0.11% | No change | 3,100 | $258K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -10.0% | 3,091 | $257K |
| Norden Group LLC | 0.03% | Reduce -92.9% | 3,068 | $255K |
| Cynosure Group, LLC | 0.04% | Reduce -4.0% | 3,066 | $255K |
| 1834 Investment Advisors Co. | 0.03% | Add +0.5% | 3,060 | $254K |
| Nelson Capital Management, LLC | 0.04% | New | 3,025 | $252K |
| SMI Advisory Services, LLC | 0.06% | Add +0.5% | 3,039 | $251K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 3,000 | $249K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $249K |
| GFS Advisors, LLC | 0.05% | Reduce -14.5% | 3,000 | $249K |
| RTD Financial Advisors, Inc. | 0.03% | Add +1.0% | 2,975 | $247K |
| Kinloch Capital, LLC | 0.12% | No change | 2,975 | $247K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -36.2% | 2,968 | $247K |
| HBW Advisory Services LLC | 0.04% | Reduce -29.2% | 2,955 | $246K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -46.3% | 2,908 | $242K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,903 | $241K |
| Discovery Capital Management, LLC / CT | 0.03% | New | 2,878 | $239K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -3.2% | 2,914 | $239K |
| Composition Wealth, LLC | 0.01% | Reduce -40.4% | 2,862 | $238K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -57.3% | 2,844 | $236K |
| Navis Wealth Advisors, LLC | 0.26% | Reduce -2.9% | 2,830 | $235K |
| DGS Capital Management, LLC | 0.06% | No change | 2,803 | $233K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 2,750 | $229K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -0.8% | 2,744 | $228K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -1.5% | 2,716 | $226K |
| Evoke Wealth, LLC | 0.01% | New | 2,714 | $226K |
| Seelaus Asset Management LLC | 0.21% | Reduce -36.8% | 2,709 | $225K |
| SlateStone Wealth, LLC | 0.02% | Reduce -16.8% | 2,688 | $224K |
| Gray Wealth Management Inc. | 0.09% | No change | 2,686 | $223K |
| Rational Advisors, Inc. | 0.02% | Add +221.2% | 2,650 | $220K |
| Rollins Financial Advisors, LLC | 0.04% | No change | 2,638 | $219K |
| FSA Advisors, Inc. | 0.22% | New | 2,645 | $219K |
| Joel Isaacson & Co., LLC | 0.01% | Reduce -16.8% | 2,625 | $218K |
| Market Street Wealth Management Advisors LLC | 0.04% | New | 2,623 | $218K |
| Shaker Investments LLC | 0.09% | Reduce -0.3% | 2,570 | $214K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -6.0% | 2,559 | $213K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 2,537 | $211K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 2,525 | $210K |
| Lewis Asset Management, LLC | 0.15% | New | 2,519 | $209K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -30.4% | 2,519 | $209K |
| Eastern Bank | 0.00% | New | 2,515 | $209K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.0% | 2,509 | $209K |
| Ieq Capital, LLC | 0.00% | Reduce -79.7% | 2,493 | $207K |
| Ridgewood Investments LLC | 0.10% | Add +24.1% | 2,492 | $207K |
| Center For Asset Management LLC | 0.12% | Reduce -86.4% | 2,491 | $207K |
| Executive Wealth Management, LLC | 0.02% | New | 2,488 | $207K |
| Mandatum Life Insurance Co Ltd | 0.06% | No change | 2,470 | $205K |
| Meridian Management Co. | 0.05% | No change | 2,465 | $205K |
| SeaBridge Investment Advisors LLC | 0.05% | No change | 2,462 | $205K |
| Fortitude Advisory Group L.L.C. | 0.13% | Reduce -3.9% | 2,458 | $204K |
| Rede Wealth, LLC | 0.08% | Reduce -3.5% | 2,450 | $204K |
| Triton Financial Group Inc | 0.13% | Reduce -7.6% | 2,435 | $202K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +106.6% | 2,419 | $201K |
| SWP Financial LLC | 0.12% | Reduce -16.4% | 2,415 | $201K |
| Tower View Wealth Management LLC | 0.11% | Add +1.0% | 2,395 | $199K |
| Deutsche Bank AG | 0.00% | No change | 2,390 | $199K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.05% | No change | 2,362 | $196K |
| Ransom Advisory, Ltd | 0.09% | Reduce -22.0% | 2,300 | $191K |
| GeoWealth Management, LLC | 0.01% | Reduce -93.8% | 2,272 | $189K |
| Union Savings Bank | 0.09% | No change | 2,269 | $189K |
| JNBA Financial Advisors | 0.02% | Reduce -69.1% | 2,246 | $187K |
| Horizons Wealth Management | 0.14% | No change | 2,220 | $185K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +1.0% | 2,185 | $182K |
| Asset Dedication, LLC | 0.01% | Add +8.4% | 2,162 | $180K |
| Webster Bank, N. A. | 0.02% | Add +60.2% | 2,126 | $177K |
| Pacific Center for Financial Services | 0.05% | No change | 2,108 | $175K |
| ESL Trust Services, LLC | 0.04% | Add +40.5% | 2,014 | $167K |
| EP Wealth Advisors, LLC | 0.00% | Add +37.6% | 1,991 | $166K |
| CNB Bank | 0.08% | No change | 1,989 | $165K |
| Robinswood Financial LLC | 0.06% | Add +0.1% | 1,987 | $165K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +1.0% | 1,966 | $163K |
| Raffa Wealth Management, LLC | 0.04% | Add +1.0% | 1,932 | $161K |
| Carmichael Hill & Associates, Inc. | 0.06% | Add +3.3% | 1,902 | $158K |
| Future Financial Wealth Managment LLC | 0.10% | New | 1,738 | $145K |
| SIMA Wealth Partners, LLC | 0.12% | No change | 1,708 | $142K |
| Caldwell Trust Co | 0.01% | No change | 1,690 | $141K |
| Deane Retirement Strategies, Inc. | 0.07% | Add +1.0% | 1,668 | $139K |
| Fourpath Capital Management, LLC | 0.03% | New | 1,641 | $136K |
| Roble, Belko & Company, Inc | 0.02% | Add +1.1% | 1,632 | $136K |
| Ascentis Wealth Management, LLC | 0.05% | — | 1,605 | $133K |
| Lummis Asset Management, LP | 0.15% | No change | 1,595 | $133K |
| Icon Wealth Advisors, LLC | 0.01% | New | 1,540 | $128K |
| Northwest Capital Management Inc | 0.05% | No change | 1,539 | $128K |
| REAP Financial Group, LLC | 0.03% | Reduce -4.0% | 1,457 | $121K |
| Fortitude Family Office, LLC | 0.04% | New | 1,350 | $112K |
| Delos Wealth Advisors, LLC | 0.10% | Reduce -97.3% | 1,349 | $112K |
| FWL Investment Management, LLC | 0.04% | Reduce -2.2% | 1,270 | $106K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 1,221 | $102K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,211 | $101K |
| Grove Bank & Trust | 0.01% | No change | 1,200 | $100K |
| Darwin Wealth Management, LLC | 0.03% | New | 1,196 | $99K |
| GHP Investment Advisors, Inc. | 0.00% | Add +359.2% | 1,171 | $97K |
| Alaska Wealth Advisors, LLC | 0.01% | Reduce -4.9% | 1,167 | $97K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,135 | $94K |
| Mechanics Financial Corp | 0.04% | No change | 1,132 | $94K |
| Banque Cantonale Vaudoise | 0.00% | New | 1,112 | $92K |
| Northwest Investment Counselors, LLC | 0.02% | New | 1,088 | $90K |
| Vermillion & White Wealth Management Group, LLC | 0.07% | Reduce -2.7% | 1,085 | $90K |
| Centerpoint Advisors, LLC | 0.03% | Reduce -28.5% | 1,035 | $86K |
| Lowe Wealth Advisors, LLC | 0.04% | Reduce -1.6% | 1,018 | $85K |
| Hemington Wealth Management | 0.02% | New | 996 | $82K |
| Lindbrook Capital, LLC | 0.01% | Reduce -15.1% | 950 | $79K |
| Bristlecone Advisors, LLC | 0.01% | New | 944 | $78K |
| Venturi Wealth Management, LLC | 0.00% | No change | 942 | $78K |
| Caitlin John, LLC | 0.05% | Reduce -20.4% | 951 | $78K |
| Vestor Capital, LLC | 0.01% | No change | 943 | $78K |
| Eagle Bay Advisors LLC | 0.03% | New | 919 | $76K |
| Sandy Spring Bank | 0.00% | No change | 908 | $76K |
| Creative Financial Designs Inc. | 0.01% | Add +23.3% | 883 | $73K |
| Global Trust Asset Management, LLC | 0.03% | New | 819 | $68K |
| Bank of New Hampshire | 0.02% | Reduce -27.1% | 811 | $67K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 810 | $67K |
| Breakwater Investment Management | 0.03% | No change | 782 | $65K |
| Horizon Investments, LLC | 0.00% | Reduce -1.7% | 771 | $64K |
| Archer Investment Corp | 0.02% | Add +0.1% | 738 | $61K |
| WR Wealth Planners, LLC | 0.02% | No change | 737 | $61K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $56K |
| Chilton Capital Management LLC | 0.00% | Reduce -31.9% | 640 | $53K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +3.2% | 519 | $51K |
| Sound Income Strategies, LLC | 0.00% | Add +7.3% | 605 | $50K |
| IFS Advisors, LLC | 0.04% | No change | 600 | $50K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | Reduce -45.4% | 600 | $50K |
| Granite FO LLC | 0.03% | New | 580 | $48K |
| TCTC Holdings, LLC | 0.00% | Reduce -59.3% | 570 | $47K |
| Semmax Financial Advisors Inc. | 0.01% | Reduce -4.8% | 573 | $47K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 559 | $46K |
| Colonial Trust Advisors | 0.00% | No change | 555 | $46K |
| Covestor Ltd | 0.03% | Add +3.2% | 550 | $46K |
| CENTRAL TRUST Co | 0.00% | No change | 552 | $46K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 555 | $45K |
| Anchor Investment Management, LLC | 0.00% | Reduce -19.0% | 519 | $43K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $42K |
| McIlrath & Eck, LLC | 0.01% | No change | 491 | $41K |
| Beacon Capital Management, LLC | 0.01% | Reduce -1.1% | 451 | $38K |
| Logan Capital Management Inc. | 0.00% | New | 443 | $37K |
| Y.D. More Investments Ltd | 0.00% | No change | 400 | $33K |
| Valley National Advisers Inc. | 0.01% | Reduce -53.5% | 400 | $33K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -32.8% | 393 | $33K |
| New Potomac Partners, LLC | 0.02% | New | 385 | $32K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.8% | 377 | $32K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 383 | $32K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 363 | $30K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 322 | $27K |
| West Branch Capital LLC | 0.01% | Add +1.3% | 319 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 305 | $25K |
| Oakworth Capital, Inc. | 0.00% | No change | 300 | $25K |
| Bray Capital Advisors | 0.01% | No change | 295 | $25K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 292 | $24K |
| VitalStone Financial, LLC | 0.02% | No change | 282 | $23K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 277 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.7% | 275 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -94.8% | 275 | $23K |
| WASHINGTON TRUST Co | 0.00% | No change | 260 | $22K |
| St Germain D J Co. Inc. | 0.00% | No change | 247 | $21K |
| MidAtlantic Capital Management, Inc. | 0.01% | Reduce -18.3% | 228 | $19K |
| Rakuten Securities, Inc. | 0.01% | Reduce -11.0% | 227 | $19K |
| Colonial Trust Co / SC | 0.00% | Reduce -28.8% | 223 | $19K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -75.0% | 207 | $17K |
| Van Eck Associates Corp. | 0.00% | New | 203 | $17K |
| Hara Capital LLC | 0.01% | New | 200 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Add +387.5% | 195 | $16K |
| Howe & Rusling Inc. | 0.00% | No change | 191 | $16K |
| Gilliland Jeter Wealth Management LLC | 0.00% | Reduce -4.7% | 184 | $15K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 181 | $15K |
| Silicon Valley Capital Partners | 0.00% | New | 178 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 172 | $14K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 173 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 170 | $14K |
| Carolinas Wealth Consulting LLC | 0.00% | Add +0.7% | 156 | $13K |
| First United Bank & Trust | 0.00% | Reduce -56.7% | 145 | $12K |
| Pin Oak Investment Advisors Inc. | 0.01% | Reduce -6.3% | 135 | $11K |
| Richardson Financial Services Inc. | 0.01% | No change | 128 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -32.4% | 119 | $10K |
| Horizon Financial Services, LLC | 0.01% | Add +53.3% | 115 | $10K |
| Main Street Group, LTD | 0.00% | No change | 113 | $9K |
| Mather Group, Llc. | 0.00% | Reduce -90.5% | 103 | $9K |
| New Republic Capital, LLC | 0.00% | New | 100 | $8K |
| Transcendent Capital Group LLC | 0.00% | No change | 100 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 96 | $8K |
| Tucker Asset Management LLC | 0.00% | No change | 95 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 92 | $8K |
| Pflug Koory, LLC | 0.00% | — | 91 | $8K |
| Key Financial Inc | 0.00% | No change | 90 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 88 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 80 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 72 | $6K |
| Trust Co. of Vermont | 0.00% | No change | 71 | $6K |
| Family Capital Trust Co | 0.00% | No change | 68 | $6K |
| Pacifica Partners Inc. | 0.00% | No change | 65 | $5K |
| Flaharty Asset Management, LLC | 0.00% | New | 65 | $5K |
| Sawyer & Company, Inc | 0.00% | No change | 65 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +8.7% | 50 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | New | 46 | $4K |
| Planning Capital Management Corp | 0.00% | No change | 42 | $3K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 40 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 37 | $3K |
| Briaud Financial Planning Inc | 0.00% | No change | 42 | $3K |
| Trivant Custom Portfolio Group, LLC | 0.00% | Reduce -37.1% | 22 | $2K |
| Aspire Private Capital, LLC | 0.00% | Reduce -82.6% | 21 | $2K |
| Halpern Financial, Inc. | 0.00% | New | 20 | $2K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 11 | $915 |
| Financial Gravity Companies, Inc. | 0.00% | — | 9 | $748 |
| Integrity Financial Corp | 0.00% | No change | 5 | $416 |
| Family Asset Management, LLC | 0.00% | No change | 3 | $252 |
| American Capital Advisory, LLC | 0.00% | New | 1 | $86 |
| Gould Capital, LLC | 0.00% | No change | 1 | $83 |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 1 | $49 |
"% 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.