iShares 1-3 Year Treasury BoSHYETF
13F holders, Q4 2024 (December 31)1,174holders +74
87new positions
82sold out
4famous investors
$81.87avg. 13F price*
At the end of Q4 2024, 1,174 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, up 74 from Q3 2024. 87 opened new positions and 82 sold out. The largest holders were Morgan Stanley ($2.8B), BlackRock, Inc. ($1.4B) and Bank of America Corp. ($1.3B). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $137.7M |
| Exits | 82 | $135.7M |
All 13F filers, Q3 2024 → Q4 2024: 22,635,353 shares bought and 27,882,005 shares sold, net −5,246,652 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,174 holders
| Morgan Stanley | 0.20% | Reduce -7.7% | 34,505,275 | $2.8B |
| BlackRock, Inc. | 0.03% | Reduce -20.7% | 16,807,544 | $1.4B |
| Bank of America Corp. | 0.12% | Add +9.4% | 15,282,874 | $1.3B |
| JPMorgan Chase & Co. | 0.07% | Add +47.8% | 11,544,623 | $946.4M |
| Captrust Financial Advisors | 2.16% | Add +9.1% | 9,232,624 | $756.9M |
| LPL Financial LLC | 0.21% | Reduce -3.3% | 6,437,556 | $527.8M |
| Wells Fargo & Company | 0.11% | Add +1.1% | 5,483,336 | $449.5M |
| UBS Group AG | 0.10% | Reduce -0.5% | 5,378,607 | $440.9M |
| Bank of Montreal | 0.21% | Add +0.9% | 5,182,691 | $424.9M |
| Raymond James Financial Inc. | 0.14% | — | 4,745,412 | $389.0M |
| Envestnet Asset Management Inc. | 0.12% | Reduce -0.6% | 4,680,628 | $383.7M |
| Bank of New York Mellon Corp | 0.06% | Reduce -5.3% | 4,285,625 | $351.3M |
| Assetmark, Inc. | 0.91% | Add +94.0% | 4,075,986 | $334.1M |
| Pinebridge Investments, L.P. | 2.36% | No change | 3,823,000 | $313.4M |
| Ameriprise Financial Inc. | 0.07% | Add +71.1% | 3,552,711 | $291.2M |
| Royal Bank of Canada | 0.06% | Reduce -0.4% | 3,182,228 | $260.9M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -1.4% | 2,861,980 | $234.6M |
| Truist Financial Corp. | 0.35% | Reduce -21.8% | 2,743,536 | $224.9M |
| Essential Planning, LLC. | 1.31% | Add +4992.9% | 2,454,066 | $201.8M |
| Cerity Partners LLC | 0.43% | Add +4.5% | 2,397,520 | $196.6M |
| Citigroup Inc. | 0.12% | Add +57.8% | 1,480,728 | $121.4M |
| Members Trust Co | 3.94% | Reduce -3.2% | 1,395,425 | $114.4M |
| Focus Partners Wealth | 0.27% | Add +136.8% | 1,279,761 | $104.9M |
| Wealthfront Advisers LLC | 0.30% | Reduce -19.8% | 1,238,065 | $101.5M |
| Stifel Financial Corp. | 0.10% | Reduce -24.3% | 1,199,602 | $98.3M |
| PNC Financial Services Group, Inc. | 0.06% | Add +10.7% | 1,128,688 | $92.5M |
| Renaissance Technologies | 0.13% | Add +46.1% | 1,052,600 | $86.3M |
| Smithfield Trust Co | 4.27% | Add +3.4% | 1,046,433 | $85.8M |
| TD Private Client Wealth LLC | 2.21% | Add +2.8% | 965,739 | $79.2M |
| Cetera Investment Advisers | 0.17% | Reduce -3.2% | 962,699 | $78.9M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -1.9% | 960,601 | $78.8M |
| Osaic Holdings, Inc. | 0.18% | Add +27.2% | 1,041,981 | $78.5M |
| HighTower Advisors, LLC | 0.10% | Reduce -2.2% | 876,859 | $71.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +19.6% | 863,495 | $70.8M |
| TFC Financial Management, Inc. | 11.17% | Add +4.8% | 861,377 | $70.6M |
| US Bancorp \de | 0.09% | Reduce -3.1% | 800,267 | $65.6M |
| Stephens Inc. | 0.92% | Reduce -40.3% | 798,339 | $65.4M |
| MML Investors Services, LLC | 0.22% | Add +7.5% | 789,188 | $64.7M |
| Curi Capital, LLC | 1.48% | Add +5.9% | 781,311 | $64.1M |
| GM Advisory Group, LLC | 3.25% | Add +6.6% | 715,369 | $58.6M |
| Clarity Financial LLC | 6.70% | Reduce -3.9% | 683,431 | $56.0M |
| Beacon Investment Advisory Services, Inc. | 2.32% | Reduce -7.4% | 651,761 | $53.4M |
| M&T Bank Corp | 0.18% | Reduce -3.8% | 644,489 | $52.8M |
| Private Advisor Group, LLC | 0.30% | Add +85.0% | 639,911 | $52.5M |
| Amundi | 0.02% | Reduce -0.1% | 620,200 | $50.8M |
| Scopus Asset Management, L.P. | 1.87% | No change | 619,000 | $50.7M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -4.3% | 588,530 | $48.2M |
| Element Pointe Advisors, LLC | 10.63% | Add +1.1% | 551,173 | $45.2M |
| Bleakley Financial Group, LLC | 1.35% | Reduce -3.2% | 548,155 | $44.9M |
| Atwood & Palmer Inc. | 3.04% | Add +7.0% | 541,631 | $44.4M |
| Quent Capital, LLC | 4.43% | Add +17.0% | 522,434 | $42.8M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +42.4% | 522,104 | $42.8M |
| Victory Capital Management Inc. | 0.04% | No change | 517,731 | $42.4M |
| Barclays PLC | 0.02% | Reduce -81.3% | 516,708 | $42.4M |
| Silicon Valley Capital Partners | 4.20% | Add +257652.3% | 458,799 | $37.6M |
| America First Investment Advisors, LLC | 8.19% | Add +10.0% | 457,058 | $37.5M |
| OneDigital Investment Advisors LLC | 0.42% | Add +10.6% | 441,459 | $36.2M |
| Guggenheim Capital LLC | 0.30% | Add +29.5% | 437,823 | $35.9M |
| Comerica Bank | 0.14% | Reduce -4.2% | 433,183 | $35.5M |
| Cambridge Investment Research Advisors, Inc. | 0.12% | Reduce -7.1% | 432,938 | $35.5M |
| Eagle Global Advisors LLC | 1.43% | Add +1011.9% | 426,025 | $34.9M |
| Anchor Capital Advisors LLC | 0.99% | Add +0.4% | 425,266 | $34.9M |
| Watchman Group, Inc. | 9.02% | Add +5.5% | 419,076 | $34.4M |
| Evergreen Capital Management LLC | 1.10% | Reduce -5.0% | 410,741 | $33.7M |
| Fiduciary Group, LLC | 3.27% | Reduce -8.3% | 398,281 | $32.7M |
| Corient Private Wealth LP | 0.05% | Reduce -25.3% | 607,409 | $31.5M |
| Landscape Capital Management, L.L.C. | 3.34% | New | 384,561 | $31.5M |
| Modern Wealth Management, LLC | 1.14% | Add +323.6% | 371,387 | $30.4M |
| Alliancebernstein L.P. | 0.01% | Add +4.7% | 370,715 | $30.4M |
| United Capital Financial Advisors, LLC | 0.25% | Reduce -0.8% | 361,117 | $29.6M |
| AIA Group Ltd | 0.70% | Add +220.8% | 354,395 | $29.1M |
| Edge Wealth Management LLC | 5.75% | Reduce -2.6% | 346,597 | $28.4M |
| Zacks Investment Management | 0.26% | Reduce -3.7% | 345,770 | $28.3M |
| Strategic Investment Advisors / MI | 2.99% | Add +182.9% | 342,901 | $28.1M |
| Willis Johnson & Associates, Inc. | 2.15% | Add +3.7% | 341,244 | $28.0M |
| Bartlett & Co. Wealth Management LLC | 0.40% | Add +12.2% | 340,050 | $27.9M |
| Pathstone Holdings, LLC | 0.12% | Reduce -51.3% | 339,988 | $27.9M |
| Advisory Services Network, LLC | 0.52% | Add +7.8% | 339,784 | $27.9M |
| Haverford Trust Co | 0.27% | Add +4.8% | 335,117 | $27.5M |
| Dakota Wealth Management | 0.63% | Add +25.9% | 333,464 | $27.3M |
| Kestra Advisory Services, LLC | 0.15% | Add +61.9% | 325,914 | $26.7M |
| Fifth Third Bancorp | 0.09% | Reduce -1.8% | 305,471 | $25.0M |
| Allianz SE | 0.64% | Add +6.5% | 300,647 | $24.6M |
| Lido Advisors, LLC | 0.16% | Add +12.6% | 300,611 | $24.6M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -13.4% | 299,685 | $24.6M |
| Keybank National Association | 0.09% | Reduce -7.9% | 298,401 | $24.5M |
| HSBC Holdings PLC | 0.01% | Reduce -42.1% | 294,689 | $24.2M |
| Fisher Asset Management | 0.01% | Add +27.0% | 290,384 | $23.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -1.0% | 287,388 | $23.6M |
| Jaffetilchin Investment Partners, LLC | 1.67% | Add +4.1% | 280,676 | $23.0M |
| CX Institutional | 0.91% | Add +44.6% | 278,475 | $22.8M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -95.5% | 278,273 | $22.8M |
| Santa Clara Valley Transportation Authority | 22.71% | No change | 275,229 | $22.6M |
| Mariner, LLC | 0.04% | Reduce -5.9% | 274,518 | $22.5M |
| Moment Partners, LLC | 4.24% | — | 271,765 | $22.3M |
| Peapack Gladstone Financial Corp. | 0.32% | Reduce -2.9% | 267,962 | $22.0M |
| Partners Capital Investment Group, LLP | 0.60% | Reduce -35.8% | 266,643 | $21.9M |
| Innova Wealth Partners | 13.33% | New | 258,152 | $21.2M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +3.5% | 252,172 | $20.7M |
| Orion Portfolio Solutions, LLC | 0.21% | Add +3.5% | 252,172 | $20.7M |
| Quadrature Capital Ltd | 0.41% | Add +0.2% | 249,148 | $20.4M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Reduce -0.4% | 245,727 | $20.1M |
| Beam Wealth Advisors, Inc. | 6.25% | Reduce -25.4% | 240,883 | $19.7M |
| SouthState Bank Corp | 1.28% | Reduce -0.2% | 238,850 | $19.6M |
| Betterment LLC | 0.05% | Add +11.6% | 236,154 | $19.4M |
| Sigma Planning Corp | 0.60% | Add +7.4% | 234,399 | $19.2M |
| Main Management LLC | 1.54% | Add +58.9% | 229,677 | $18.8M |
| Cerity Partners OCIO LLC | 1.25% | Reduce -17.2% | 229,262 | $18.8M |
| Klaas Financial Asset Advisors, LLC | 3.29% | Add +2.7% | 228,100 | $18.7M |
| CWA Asset Management Group, LLC | 0.93% | Add +51.8% | 225,321 | $18.5M |
| Rockefeller Capital Management L.P. | 0.05% | Add +39.3% | 222,840 | $18.3M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Reduce -1.7% | 221,499 | $18.2M |
| Advisors Preferred, LLC | 2.92% | Reduce -31.4% | 221,267 | $18.1M |
| Insight 2811, Inc. | 9.20% | Reduce -25.9% | 217,823 | $17.9M |
| Pinnacle Financial Partners Inc | 0.35% | Add +12.1% | 211,226 | $17.3M |
| Hughes Financial Services, LLC | 3.53% | — | 209,717 | $17.2M |
| O'shaughnessy Asset Management, LLC | 0.15% | Add +0.7% | 209,549 | $17.2M |
| Acorns Advisers, LLC | 0.16% | Add +6.0% | 206,815 | $17.0M |
| Gunma Bank,Ltd. | 5.55% | Add +70.8% | 205,000 | $16.8M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +43.9% | 204,711 | $16.8M |
| Mount Lucas Management LP | 5.67% | Add +518.0% | 198,611 | $16.3M |
| Permanens Capital L.P. | 3.03% | Add +112.8% | 193,619 | $15.9M |
| Birchcreek Wealth Management, LLC | 9.90% | Add +15.0% | 192,217 | $15.8M |
| Larson Financial Group LLC | 0.82% | Add +14.9% | 191,966 | $15.7M |
| Montag A & Associates Inc. | 0.72% | Add +56.3% | 184,124 | $15.1M |
| Kingsview Wealth Management, LLC | 0.29% | Add +159.4% | 181,596 | $14.9M |
| Wellspring Financial Advisors, LLC | 1.56% | Add +10.3% | 181,555 | $14.9M |
| Foundations Investment Advisors, LLC | 0.29% | Reduce -51.5% | 180,117 | $14.8M |
| Traphagen Investment Advisors LLC | 1.50% | Reduce -14.7% | 179,664 | $14.7M |
| MBL Wealth, LLC | 1.47% | Add +5.9% | 177,674 | $14.6M |
| Creative Planning | 0.01% | Add +7.6% | 176,892 | $14.5M |
| Aptus Capital Advisors, LLC | 0.17% | Add +5315.1% | 174,422 | $14.3M |
| DAVENPORT & Co LLC | 0.08% | Add +90.7% | 170,248 | $14.0M |
| Flputnam Investment Management Co. | 0.25% | Reduce -2.0% | 169,515 | $13.9M |
| Integrated Wealth Concepts LLC | 0.16% | Reduce -7.2% | 168,853 | $13.8M |
| AdvisorNet Financial, Inc | 1.13% | Add +14.0% | 164,623 | $13.5M |
| Lake Hills Wealth Management, LLC | 8.98% | Reduce -23.8% | 160,305 | $13.1M |
| Atria Wealth Solutions, Inc. | 0.14% | Add +19.4% | 160,243 | $13.1M |
| SevenBridge Financial Group, LLC | 2.39% | Reduce -3.1% | 153,792 | $12.6M |
| Cwm, LLC | 0.05% | Add +30.8% | 152,875 | $12.5M |
| Citadel Advisors | 0.01% | Reduce -42.1% | 152,704 | $12.5M |
| DT Investment Partners, LLC | 1.05% | Add +1.0% | 151,661 | $12.4M |
| Ballast, Inc. | 3.54% | Add +1.9% | 151,021 | $12.4M |
| Wealthspire Retirement, LLC | 0.97% | Add +8.6% | 149,857 | $12.3M |
| Boston Financial Mangement LLC | 0.37% | Add +36.4% | 149,693 | $12.3M |
| SG Americas Securities, LLC | 0.05% | Add +99.7% | 148,379 | $12.2M |
| Capital Investment Services of America, Inc. | 1.15% | Reduce -0.5% | 146,974 | $12.0M |
| Balefire, LLC | 4.08% | Reduce -18.1% | 145,553 | $11.9M |
| Ifrah Financial Services, Inc. | 3.28% | Add +1.4% | 144,609 | $11.9M |
| Argent Advisors, Inc. | 4.31% | Add +2.0% | 141,815 | $11.6M |
| Timelo Investment Management Inc. | 25.58% | Add +2.8% | 138,800 | $11.4M |
| Ted Buchan & Co | 5.30% | Reduce -4.0% | 137,047 | $11.2M |
| Money Design Co.,Ltd. | 0.58% | Add +15.0% | 136,818 | $11.2M |
| Synovus Financial Corp. | 0.14% | Add +30.3% | 135,568 | $11.1M |
| Rwa Wealth Partners, LLC | 0.13% | Add +3608.8% | 131,439 | $10.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +31.3% | 131,395 | $10.8M |
| Perigon Wealth Management, LLC | 0.26% | Reduce -17.0% | 130,661 | $10.7M |
| StrongBox Wealth, LLC | 4.52% | Add +9.4% | 130,141 | $10.7M |
| Almanack Investment Partners, LLC. | 1.64% | Add +1342.5% | 130,069 | $10.7M |
| Carr Financial Group Corp | 3.35% | Add +281.1% | 129,891 | $10.6M |
| Tiaa Trust, National Association | 0.03% | Reduce -8.7% | 129,696 | $10.6M |
| James Investment Research, Inc. | 1.27% | Reduce -0.1% | 129,659 | $10.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +9.1% | 129,194 | $10.6M |
| Net Worth Advisory Group | 3.18% | Reduce -0.5% | 127,942 | $10.5M |
| Ethos Financial Group, LLC | 1.38% | New | 127,919 | $10.5M |
| Global View Capital Management LLC | 3.61% | — | 125,721 | $10.3M |
| Debussy Capital Management LP | 1.58% | Reduce -2.0% | 125,175 | $10.3M |
| Broyhill Asset Management, LLC | 8.95% | — | 123,886 | $10.2M |
| 1832 Asset Management L.P. | 0.02% | Add +6.4% | 123,802 | $10.1M |
| Bearing Point Capital, LLC | 2.09% | — | 122,079 | $10.0M |
| White Pine Investment CO | 2.66% | Add +10.5% | 119,969 | $9.8M |
| Leuthold Group, LLC | 1.18% | Reduce -14.8% | 119,916 | $9.8M |
| Trajan Wealth LLC | 0.54% | Reduce -0.7% | 118,796 | $9.7M |
| Brookstone Capital Management | 0.14% | Reduce -17.4% | 118,009 | $9.7M |
| Camden National Bank | 1.44% | Add +7.6% | 117,575 | $9.6M |
| MTC Wealth Management LLC | 4.56% | Reduce -1.1% | 115,533 | $9.5M |
| Old Mission Capital LLC | 0.22% | Reduce -4.3% | 114,931 | $9.4M |
| Farther Finance Advisors, LLC | 0.34% | Reduce -2.4% | 114,528 | $9.4M |
| Dock Street Asset Management Inc. | 1.12% | Add +5.5% | 113,554 | $9.3M |
| Global Endowment Management, LP | 1.17% | No change | 111,250 | $9.1M |
| Ancora Advisors LLC | 0.20% | Reduce -8.5% | 109,932 | $9.0M |
| Northern Trust Corp. | 0.00% | Add +486.0% | 109,822 | $9.0M |
| Dynamic Advisor Solutions LLC | 0.39% | Add +23.4% | 109,693 | $9.0M |
| Salomon & Ludwin, LLC | 0.94% | Reduce -0.1% | 108,554 | $8.9M |
| Proficio Capital Partners LLC | 0.72% | Add +51.6% | 107,528 | $8.8M |
| Townsquare Capital LLC | 0.10% | Add +292.3% | 105,855 | $8.7M |
| National Philanthropic Trust | 0.13% | Add +59.0% | 105,728 | $8.7M |
| Scotia Capital Inc. | 0.05% | Reduce -4.1% | 104,647 | $8.6M |
| LWM Advisors Inc. | 8.60% | — | 104,532 | $8.6M |
| NewEdge Advisors, LLC | 0.05% | Add +1.4% | 104,282 | $8.5M |
| Clearstead Advisors, LLC | 0.13% | Reduce -1.3% | 102,805 | $8.4M |
| Premier Path Wealth Partners, LLC | 1.28% | Add +6.2% | 102,587 | $8.4M |
| Corebridge Financial, Inc. | 0.05% | No change | 102,300 | $8.4M |
| Rovin Capital /Ut/ | 3.02% | Add +331.8% | 102,263 | $8.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.11% | Reduce -0.8% | 100,676 | $8.3M |
| Tompkins Financial Corp. | 0.77% | Add +22.4% | 100,558 | $8.2M |
| World Investment Advisors | 0.23% | Add +6.6% | 100,127 | $8.2M |
| Avantax Advisory Services, Inc. | 0.05% | Reduce -4.7% | 99,511 | $8.2M |
| BNP Paribas Financial Markets | 0.01% | Add +3063.8% | 98,205 | $8.1M |
| JFS Wealth Advisors, LLC | 0.55% | Reduce -13.0% | 97,775 | $8.0M |
| Oppenheimer & Co. Inc. | 0.12% | Reduce -8.0% | 97,373 | $8.0M |
| Integrated Advisors Network LLC | 0.38% | Reduce -1.1% | 96,862 | $7.9M |
| Morris Financial Concepts, Inc. | 3.40% | Add +8.8% | 96,653 | $7.9M |
| Van Hulzen Asset Management, LLC | 0.58% | Add +0.5% | 96,537 | $7.9M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -9.2% | 96,305 | $7.9M |
| Ritholtz Wealth Management | 0.23% | Reduce -3.9% | 94,158 | $7.7M |
| Vigilare Wealth Management | 3.09% | Reduce -14.0% | 92,827 | $7.6M |
| Focus Financial Network, Inc. | 0.30% | Reduce -1.7% | 92,442 | $7.6M |
| Eley Financial Management, Inc | 2.93% | Add +8.5% | 91,711 | $7.5M |
| NBT Bank, N.A. | 0.52% | Add +7.7% | 91,705 | $7.5M |
| Efficient Advisors, LLC | 0.48% | Reduce -6.2% | 91,096 | $7.5M |
| Park Avenue Securities LLC | 0.08% | Add +3.3% | 90,248 | $7.4M |
| Mutual Advisors, LLC | 0.21% | Reduce -7.8% | 90,059 | $7.4M |
| Symmetry Partners, LLC | 1.05% | Add +131.9% | 89,664 | $7.4M |
| Beacon Wealthcare LLC | 2.98% | Add +7.4% | 89,661 | $7.4M |
| Alterna Wealth Management, Inc. | 6.19% | Add +62.3% | 89,498 | $7.3M |
| &partners | 0.09% | Reduce -30.0% | 89,728 | $7.3M |
| Fortem Financial Group, LLC | 2.83% | Add +0.3% | 89,020 | $7.3M |
| Everstar Asset Management, LLC | 5.08% | Add +12.2% | 87,666 | $7.2M |
| MAI Capital Management | 0.05% | New | 87,385 | $7.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +0.9% | 87,063 | $7.2M |
| Durante & Waters, LLC | 5.90% | Add +7.2% | 87,152 | $7.1M |
| Future You Wealth LLC | 5.03% | — | 86,653 | $7.1M |
| Stock Yards Bank & Trust Co. | 0.24% | Add +76.7% | 86,251 | $7.1M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.07% | Reduce -17.4% | 85,112 | $7.0M |
| Patriot Investment Management Group, Inc. | 0.52% | Add +3.0% | 85,202 | $7.0M |
| Equitable Holdings, Inc. | 0.07% | Add +14.8% | 85,046 | $7.0M |
| Focus Partners Advisor Solutions, LLC | 0.12% | Reduce -4.5% | 84,827 | $7.0M |
| Pure Financial Advisors, LLC | 0.16% | Add +10.8% | 83,526 | $6.8M |
| Independent Solutions Wealth Management, LLC | 1.50% | Reduce -24.4% | 83,363 | $6.8M |
| Glenview Trust Co | 0.13% | Reduce -8.2% | 82,860 | $6.8M |
| PSI Advisors, LLC | 2.01% | Reduce -20.1% | 82,729 | $6.8M |
| Pointe Capital Management LLC | 3.89% | Add +2.6% | 82,494 | $6.8M |
| Vernal Point Advisors, LLC | 4.64% | No change | 82,393 | $6.8M |
| Syntax Research, Inc. | 4.77% | Reduce -3.7% | 81,198 | $6.7M |
| Gemmer Asset Management LLC | 0.65% | Add +1.9% | 81,110 | $6.6M |
| Fortis Group Advisors, LLC | 1.24% | Reduce -16.9% | 81,071 | $6.6M |
| Values First Advisors, Inc. | 3.65% | Add +53.2% | 80,799 | $6.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -35.3% | 80,786 | $6.6M |
| BayBridge Capital Group, LLC | 4.76% | Add +2.8% | 80,080 | $6.6M |
| Kooman & Associates | 2.37% | Reduce -1.0% | 79,994 | $6.6M |
| National Bank of Canada | 0.01% | Add +18.5% | 79,320 | $6.5M |
| Arvest Investments, Inc. | 1.01% | Reduce -1.1% | 77,444 | $6.3M |
| HTLF Bank | 0.71% | Reduce -2.4% | 77,112 | $6.3M |
| Sugar Maple Asset Management, LLC | 4.80% | Add +2.3% | 77,016 | $6.3M |
| US Financial Advisors, LLC | 1.94% | Add +4.0% | 76,807 | $6.3M |
| Leavell Investment Management, Inc. | 0.30% | Add +12.4% | 75,490 | $6.2M |
| Dogwood Wealth Management LLC | 3.27% | New | 75,329 | $6.2M |
| Jones Financial Companies LLLP | 0.01% | Add +72.3% | 74,915 | $6.1M |
| Silver Oak Securities, Incorporated | 0.57% | Add +1462.0% | 74,929 | $6.1M |
| Cerro Pacific Wealth Advisors LLC | 2.03% | Add +10.3% | 73,604 | $6.1M |
| Cascade Financial Partners, LLC | 0.78% | Add +53.0% | 72,794 | $6.0M |
| Biltmore Family Office, LLC | 1.00% | Add +0.4% | 72,777 | $6.0M |
| Wolf Group Capital Advisors | 2.88% | No change | 73,269 | $5.9M |
| Boltwood Capital Management | 1.81% | Add +6.4% | 72,452 | $5.9M |
| Retirement Systems of Alabama | 0.02% | No change | 72,000 | $5.9M |
| Waverly Advisors, LLC | 0.09% | Reduce -12.4% | 71,338 | $5.8M |
| Checchi Capital Advisers, LLC | 0.43% | Add +6.3% | 70,853 | $5.8M |
| Cambiar Investors LLC | 0.23% | Reduce -4.3% | 70,262 | $5.8M |
| Buttonwood Financial Advisors Inc. | 2.53% | Add +14.3% | 70,091 | $5.7M |
| Well Done, LLC | 1.05% | No change | 68,776 | $5.7M |
| Modus Advisors, LLC | 1.79% | Add +0.7% | 69,543 | $5.7M |
| Sterling Manor Financial, LLC | 3.96% | Add +11.9% | 69,224 | $5.7M |
| First Horizon Advisors, Inc. | 0.16% | Add +76.8% | 68,292 | $5.6M |
| FMR LLC | 0.00% | Reduce -96.1% | 66,769 | $5.5M |
| Capasso Planning Partners LLC | 2.19% | Add +8.8% | 66,759 | $5.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +972.8% | 65,710 | $5.4M |
| Geneos Wealth Management Inc. | 0.19% | Add +6.8% | 65,653 | $5.4M |
| Private Management Group Inc. | 0.19% | Reduce -5.7% | 65,487 | $5.4M |
| Midwest Heritage Bank, FSB | 2.46% | Reduce -6.6% | 64,668 | $5.3M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -11.4% | 64,453 | $5.3M |
| NorthCrest Asset Manangement, LLC | 0.16% | Add +2.3% | 64,410 | $5.3M |
| Spire Wealth Management | 0.16% | Reduce -1.6% | 63,152 | $5.2M |
| Country Club Bank | 0.34% | Reduce -1.9% | 62,844 | $5.1M |
| Ascent Group, LLC | 0.39% | Add +33.2% | 62,627 | $5.1M |
| Apella Capital, LLC | 0.19% | Reduce -3.7% | 61,908 | $5.1M |
| Prepared Retirement Institute LLC | 2.90% | Add +5.0% | 61,878 | $5.1M |
| Bulltick Wealth Management, LLC | 1.17% | Reduce -32.2% | 60,754 | $5.0M |
| Eq LLC | 2.34% | New | 60,745 | $5.0M |
| MFA Wealth Services | 3.99% | — | 60,656 | $5.0M |
| Blair William & Co. | 0.01% | Add +3.5% | 59,988 | $4.9M |
| Cabot Wealth Management Inc. | 0.62% | Add +0.3% | 59,923 | $4.9M |
| PCG Asset Management, LLC | 4.29% | — | 59,693 | $4.9M |
| Koa Wealth Management, LLC | 3.97% | Add +1.5% | 59,287 | $4.9M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.79% | Reduce -6.5% | 58,925 | $4.8M |
| Sequent Planning LLC | 1.77% | Reduce -8.7% | 58,983 | $4.8M |
| Private Advisory Group LLC | 0.54% | New | 58,872 | $4.8M |
| HCR Wealth Advisors | 0.60% | Reduce -2.7% | 58,239 | $4.8M |
| Investment House LLC | 0.26% | Add +16.0% | 57,444 | $4.7M |
| Great Lakes Retirement, Inc. | 0.61% | Add +3.0% | 57,283 | $4.7M |
| Angeles Wealth Management, LLC | 0.39% | Add +21.8% | 57,160 | $4.7M |
| Arete Wealth Advisors, LLC | 0.33% | Reduce -0.1% | 56,121 | $4.6M |
| Snowden Capital Advisors LLC | 0.14% | Reduce -6.1% | 55,831 | $4.6M |
| Keel Point, LLC | 0.36% | Add +1.2% | 55,531 | $4.6M |
| Wesbanco Bank Inc. | 0.15% | Reduce -30.7% | 55,176 | $4.5M |
| MBA Advisors LLC | 2.28% | Reduce -5.7% | 54,879 | $4.5M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -0.8% | 54,702 | $4.5M |
| Brady Family Wealth, LLC | 1.36% | Add +8.8% | 54,227 | $4.4M |
| Enclave Advisors LLC | 0.73% | Reduce -1.3% | 54,045 | $4.4M |
| SigFig Wealth Management, LLC | 0.16% | Add +6.0% | 53,379 | $4.4M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -14.7% | 53,576 | $4.4M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +64.2% | 53,520 | $4.4M |
| Aua Capital Management, LLC | 2.81% | No change | 53,371 | $4.4M |
| Riggs Capital Management LLC | 4.29% | — | 53,345 | $4.4M |
| Citizens Financial Group Inc. | 0.09% | Add +13.9% | 53,167 | $4.4M |
| Schroder Investment Management Group | 0.00% | Add +17.1% | 52,970 | $4.3M |
| Retirement Financial Solutions, LLC | 2.23% | Reduce -6.3% | 50,530 | $4.1M |
| Marex Group Ltd | 0.07% | No change | 50,000 | $4.1M |
| Money Concepts Capital Corp. | 0.30% | Add +3.4% | 49,687 | $4.1M |
| Stratos Wealth Advisors, LLC | 0.19% | Add +18.0% | 48,840 | $4.0M |
| Trek Financial, LLC | 0.30% | Reduce -26.0% | 48,660 | $4.0M |
| Parallel Advisors, LLC | 0.09% | Add +3.0% | 48,127 | $3.9M |
| One Day In July LLC | 0.41% | Reduce -2.2% | 48,043 | $3.9M |
| Prospera Financial Services Inc | 0.09% | Reduce -7.3% | 47,596 | $3.9M |
| UMB Bank, n.a. | 0.06% | Add +17.1% | 47,340 | $3.9M |
| Transamerica Financial Advisors, LLC | 0.38% | Add +12368.4% | 47,006 | $3.9M |
| MinichMacGregor Wealth Management, LLC | 0.80% | Add +3.1% | 47,010 | $3.9M |
| Quadrant Capital Group LLC | 0.27% | Reduce -43.2% | 46,995 | $3.9M |
| Shira Ridge Wealth Management | 1.88% | Add +126.3% | 46,870 | $3.8M |
| Private Portfolio Partners LLC | 0.70% | Add +0.9% | 46,757 | $3.8M |
| Becker Capital Management Inc. | 0.13% | Reduce -15.6% | 46,754 | $3.8M |
| Rothschild Wealth LLC | 1.12% | Add +143.0% | 46,723 | $3.8M |
| Crescent Grove Advisors, LLC | 0.38% | Add +39.0% | 46,454 | $3.8M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -17.0% | 45,539 | $3.7M |
| Topel & Distasi Wealth Management, LLC | 1.59% | Add +1.2% | 45,147 | $3.7M |
| Wick Capital Partners, LLC | 1.08% | Reduce -8.2% | 44,598 | $3.7M |
| Ascentis Independent Advisors | 0.69% | Add +54.3% | 44,104 | $3.6M |
| Franklin Resources Inc. | 0.00% | Add +7.1% | 44,079 | $3.6M |
| Nixon Peabody Trust Co. | 0.30% | Add +71.4% | 43,736 | $3.6M |
| Meridian Wealth Management, LLC | 0.17% | Add +68.4% | 43,629 | $3.6M |
| Alliance Wealth Advisors, LLC | 0.92% | New | 43,347 | $3.6M |
| Transform Wealth, LLC | 0.20% | New | 43,290 | $3.5M |
| Winch Advisory Services, LLC | 0.89% | Reduce -1.8% | 41,571 | $3.4M |
| Strata Wealth Advisors, LLC | 1.07% | Add +0.9% | 41,470 | $3.4M |
| Performance Wealth Partners, LLC | 0.11% | Reduce -2.0% | 41,212 | $3.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -9.1% | 40,913 | $3.4M |
| Axxcess Wealth Management, LLC | 0.08% | Reduce -8.4% | 40,675 | $3.3M |
| Presilium Private Wealth, LLC | 0.76% | Reduce -0.6% | 40,132 | $3.3M |
| Patten & Patten Inc. | 0.22% | Add +15.2% | 40,038 | $3.3M |
| Global Retirement Partners, LLC | 0.09% | Add +1.6% | 40,028 | $3.3M |
| Regal Investment Advisors LLC | 0.25% | Reduce -9.6% | 39,863 | $3.3M |
| Fidelity D & D Bancorp Inc. | 2.17% | Add +19.0% | 39,819 | $3.3M |
| Harbor Investment Advisory, LLC | 0.30% | Add +0.2% | 39,687 | $3.3M |
| KFA Private Wealth Group, LLC | 1.35% | Reduce -20.8% | 39,376 | $3.2M |
| AE Wealth Management LLC | 0.03% | Reduce -21.6% | 39,058 | $3.2M |
| First Heartland Consultants, Inc. | 0.33% | New | 38,836 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -19.1% | 38,544 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +20.4% | 38,388 | $3.1M |
| American Investment Services, Inc. | 0.55% | Reduce -5.8% | 38,239 | $3.1M |
| Fiduciary Trust Co | 0.04% | Add +0.8% | 37,920 | $3.1M |
| ORG Partners LLC | 0.43% | Add +5.8% | 37,703 | $3.1M |
| CreativeOne Wealth, LLC | 0.09% | Add +22.6% | 37,479 | $3.1M |
| Peoples Bank | 1.79% | Add +2.3% | 37,072 | $3.0M |
| Kiker Wealth Management, LLC | 2.46% | — | 37,037 | $3.0M |
| Magnus Financial Group LLC | 0.29% | Add +613.5% | 36,679 | $3.0M |
| Tru Independence Asset Management 2, LLC | 2.48% | Add +3.1% | 36,349 | $3.0M |
| New Capital Management LP | 0.86% | Reduce -0.6% | 35,924 | $2.9M |
| Single Point Partners, LLC | 0.68% | New | 35,908 | $2.9M |
| Hollow Brook Wealth Management LLC | 0.90% | Add +11.1% | 35,821 | $2.9M |
| Principia Wealth Advisory, LLC | 2.75% | — | 35,705 | $2.9M |
| CPR Investments Inc. | 2.64% | Reduce -9.8% | 35,704 | $2.9M |
| Independent Financial Group, LLC | 0.10% | Reduce -20.6% | 35,448 | $2.9M |
| Peak Asset Management, LLC | 0.54% | Add +112.9% | 35,424 | $2.9M |
| Pure Portfolios Holdings LLC | 1.07% | Reduce -17.4% | 35,137 | $2.9M |
| All Terrain Financial Advisors, LLC | 1.12% | Add +1.9% | 35,031 | $2.9M |
| Flagship Private Wealth, LLC | 1.38% | Reduce -36.7% | 34,878 | $2.9M |
| Berkshire Asset Management LLC | 0.13% | Reduce -15.1% | 33,673 | $2.8M |
| Councilor Wealth, LLC | 1.31% | Add +6.5% | 33,651 | $2.8M |
| Wescott Financial Advisory Group, LLC | 0.28% | Add +12.4% | 32,981 | $2.7M |
| Family Wealth Partners, LLC | 1.27% | Add +7.9% | 32,601 | $2.7M |
| Financial Advocates Investment Management | 0.15% | Reduce -37.0% | 32,492 | $2.7M |
| Investment Advisory Group, LLC | 0.89% | Add +35.1% | 32,424 | $2.7M |
| Samalin Investment Counsel, LLC | 1.14% | Add +0.9% | 32,394 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.23% | Reduce -0.5% | 32,371 | $2.7M |
| Headinvest, LLC | 0.50% | Add +2.5% | 32,246 | $2.6M |
| Wealthcare Capital Management LLC | 0.26% | Add +11.6% | 31,938 | $2.6M |
| Financial Management Network Inc. | 0.54% | Add +80.2% | 31,881 | $2.6M |
| Noble Family Wealth, LLC | 0.72% | Reduce -8.2% | 31,802 | $2.6M |
| Bright Futures Wealth Management, LLC. | 2.33% | Reduce -3.5% | 31,541 | $2.6M |
| Laurel Wealth Advisors LLC | 0.40% | Reduce -8.5% | 31,597 | $2.6M |
| Little House Capital LLC | 0.74% | Add +10.8% | 31,536 | $2.6M |
| Archford Capital Strategies, LLC | 0.39% | Reduce -1.4% | 31,337 | $2.6M |
| Martin Capital Partners, LLC | 3.05% | Reduce -30.6% | 31,341 | $2.6M |
| Mizuho Markets Americas LLC | 0.05% | Reduce -94.2% | 31,309 | $2.6M |
| Jmac Enterprises LLC | 0.40% | Add +0.6% | 31,297 | $2.6M |
| Independent Advisor Alliance | 0.03% | New | 31,294 | $2.6M |
| Oliver Lagore Vanvalin Investment Group | 0.65% | Reduce -60.5% | 31,181 | $2.6M |
| Chesley Taft & Associates LLC | 0.12% | Add +0.1% | 31,064 | $2.5M |
| Charter Oak Capital Management, LLC | 0.24% | Reduce -1.6% | 31,035 | $2.5M |
| IHT Wealth Management, LLC | 0.08% | Reduce -40.6% | 30,958 | $2.5M |
| Edgestream Partners, L.P. | 0.11% | Reduce -71.9% | 30,889 | $2.5M |
| Westside Investment Management, Inc. | 0.53% | Add +0.0% | 30,849 | $2.5M |
| New Insight Wealth Advisors | 1.26% | Add +10.1% | 30,785 | $2.5M |
| Bfsg, LLC | 0.29% | Reduce -4.4% | 30,764 | $2.5M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -96.4% | 30,706 | $2.5M |
| Principal Securities, Inc. | 0.06% | Add +3.9% | 30,686 | $2.5M |
| Tillman Hartley LLC | 0.72% | Add +0.2% | 30,483 | $2.5M |
| Voya Financial Advisors, Inc. | 0.27% | Add +13.3% | 30,317 | $2.5M |
| Gladstone Institutional Advisory LLC | 0.12% | Add +644.1% | 30,240 | $2.5M |
| Hudock, Inc. | 0.43% | Reduce -0.1% | 30,127 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | No change | 30,000 | $2.5M |
| RMR Wealth Builders | 0.25% | Reduce -0.4% | 29,987 | $2.5M |
| StoneX Group Inc. | 0.14% | Add +14.8% | 29,981 | $2.5M |
| Wealthedge Investment Advisors, LLC | 1.09% | — | 29,575 | $2.4M |
| EPG Wealth Management LLC | 0.63% | Add +1.8% | 29,320 | $2.4M |
| AlphaCentric Advisors LLC | 2.39% | Add +550.9% | 29,172 | $2.4M |
| J. Safra Sarasin Holding AG | 0.04% | Add +16.4% | 29,088 | $2.4M |
| Rehmann Capital Advisory Group | 0.15% | Add +9.9% | 29,081 | $2.4M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -16.6% | 29,032 | $2.4M |
| Western Wealth Management, LLC | 0.13% | Add +35.1% | 28,956 | $2.4M |
| SeaBridge Investment Advisors LLC | 0.50% | Add +1074.5% | 28,916 | $2.4M |
| Davis-Rea LTD. | 1.20% | Add +17.6% | 28,860 | $2.4M |
| Penobscot Investment Management Company, Inc. | 0.21% | Reduce -4.0% | 28,712 | $2.4M |
| Gallagher Fiduciary Advisors, LLC | 0.46% | Add +1.6% | 28,549 | $2.3M |
| Blue Fin Capital, Inc. | 0.43% | Reduce -1.6% | 28,540 | $2.3M |
| LifeGuide Financial Advisors, LLC | 1.00% | Add +14.8% | 28,499 | $2.3M |
| Vantage Financial Partners, LLC | 0.58% | Add +59.0% | 28,438 | $2.3M |
| Nwam LLC | 0.14% | Add +17.1% | 28,152 | $2.3M |
| PMG Wealth Management, Inc. | 2.10% | — | 28,132 | $2.3M |
| D.A. Davidson & Co. | 0.02% | Add +182.6% | 27,795 | $2.3M |
| EFG Asset Management (Americas) Corp. | 0.44% | Add +1.8% | 27,716 | $2.3M |
| Vontobel Holding Ltd. | 0.01% | Reduce -5.5% | 27,712 | $2.3M |
| Family Firm, Inc. | 0.50% | Add +3.3% | 27,432 | $2.2M |
| Bison Wealth, LLC | 0.49% | Reduce -18.3% | 26,939 | $2.2M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -7.0% | 26,880 | $2.2M |
| Compound Planning, Inc. | 0.11% | Reduce -6.8% | 26,680 | $2.2M |
| Capital Advisory Group Advisory Services, LLC | 0.77% | Add +1.9% | 26,277 | $2.2M |
| MMBG Investment Advisors Co. | 0.23% | Add +20.0% | 26,254 | $2.2M |
| Community Bank, N.A. | 0.28% | Add +12.2% | 26,193 | $2.1M |
| Aries Wealth Management | 0.59% | Add +11.0% | 26,095 | $2.1M |
| Commerce Bank | 0.01% | Add +0.2% | 26,094 | $2.1M |
| RFG Advisory, LLC | 0.06% | Add +0.4% | 26,069 | $2.1M |
| Counterweight Ventures, LLC | 1.50% | Add +1.5% | 25,970 | $2.1M |
| TFB Advisors LLC | 0.61% | Add +82.8% | 25,961 | $2.1M |
| Modera Wealth Management, LLC | 0.03% | Add +41.0% | 25,958 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +1.2% | 25,899 | $2.1M |
| McAdam, LLC | 0.12% | Reduce -32.7% | 25,836 | $2.1M |
| Pacific Financial Group Inc. | 1.57% | Add +0.9% | 25,762 | $2.1M |
| Freestate Advisors LLC | 2.18% | Add +12.6% | 25,723 | $2.1M |
| Park Edge Advisors, LLC | 0.61% | Reduce -2.0% | 25,715 | $2.1M |
| Christensen, King & Associates Investment Services, Inc. | 0.98% | Add +17.6% | 25,565 | $2.1M |
| D L Carlson Investment Group Inc. | 0.37% | Add +0.4% | 25,394 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +4.9% | 25,229 | $2.1M |
| LFA - Lugano Financial Advisors SA | 1.35% | Reduce -12.7% | 25,159 | $2.1M |
| Sierra Legacy Group | 1.89% | — | 25,055 | $2.1M |
| Avior Wealth Management, LLC | 0.07% | Reduce -2.1% | 25,009 | $2.1M |
| Kelly Financial Group LLC | 0.73% | — | 24,923 | $2.0M |
| 4J Wealth Management LLC | 1.64% | Reduce -2.5% | 24,744 | $2.0M |
| Guardian Wealth Advisors, LLC / NC | 0.16% | Add +2464600.0% | 24,647 | $2.0M |
| Conservest Capital Advisors, Inc. | 0.21% | New | 24,413 | $2.0M |
| Platform Technology Partners | 0.60% | Reduce -21.8% | 24,320 | $2.0M |
| Stonebridge Financial Group, LLC | 0.22% | — | 24,295 | $2.0M |
| Stephen J. Garry & Associates, LLC | 1.84% | Reduce -68.3% | 24,242 | $2.0M |
| Phillips Financial Management, LLC | 0.16% | Reduce -8.1% | 24,212 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Reduce -1.6% | 24,078 | $2.0M |
| Cary Street Partners Financial LLC | 0.06% | — | 23,987 | $2.0M |
| Miller Financial Services LLC | 1.66% | — | 23,903 | $2.0M |
| Choreo, LLC | 0.03% | Add +3.9% | 23,895 | $2.0M |
| Cahaba Wealth Management, Inc. | 0.16% | Add +1.3% | 23,702 | $1.9M |
| PFG Investments, LLC | 0.12% | Add +26.0% | 23,474 | $1.9M |
| Patten Group, Inc. | 0.42% | Add +29.3% | 23,317 | $1.9M |
| Mascoma Wealth Management LLC | 0.48% | No change | 23,272 | $1.9M |
| Cibc World Market Inc. | 0.00% | Reduce -0.6% | 23,240 | $1.9M |
| Rothschild Investment LLC | 0.12% | Add +47.7% | 23,205 | $1.9M |
| Perennial Advisors, LLC | 0.41% | — | 23,201 | $1.9M |
| K.J. Harrison & Partners Inc | 0.30% | No change | 23,200 | $1.9M |
| Motiv8 Investments LLC | 1.33% | Reduce -9.7% | 23,156 | $1.9M |
| GLOBALT Investments LLC / GA | 0.07% | Reduce -8.7% | 23,105 | $1.9M |
| First Community Trust NA | 1.34% | No change | 22,804 | $1.9M |
| Hilltop Holdings Inc. | 0.12% | Reduce -68.9% | 22,734 | $1.9M |
| VestGen Investment Management | 0.50% | New | 22,561 | $1.8M |
| Union Bancaire Privee, UBP SA | 0.03% | — | 22,558 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -33.1% | 22,507 | $1.8M |
| MV Capital Management, Inc. | 0.20% | Add +7.8% | 22,387 | $1.8M |
| Alamar Capital Management, LLC | 1.00% | Add +3.7% | 22,272 | $1.8M |
| Camelot Technology Advisors, Inc. | 1.65% | Reduce -1.3% | 22,183 | $1.8M |
| Whitcomb & Hess, Inc. | 0.56% | Reduce -2.1% | 22,167 | $1.8M |
| Crestwood Advisors Group, LLC | 0.03% | Reduce -2.3% | 22,095 | $1.8M |
| Ameritas Advisory Services, LLC | 0.06% | Add +777.0% | 22,093 | $1.8M |
| TRUE Private Wealth Advisors | 0.22% | Reduce -50.8% | 22,020 | $1.8M |
| Concourse Financial Group Securities, Inc. | 0.10% | Reduce -27.3% | 21,910 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +8.1% | 21,522 | $1.8M |
| Empowered Funds, LLC | 0.03% | Reduce -35.8% | 21,366 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -23.6% | 21,349 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.05% | Reduce -23.6% | 21,207 | $1.7M |
| Independent Family Office, LLC | 0.90% | Reduce -43.6% | 21,174 | $1.7M |
| Greenspring Advisors, LLC | 0.38% | Add +35.6% | 21,159 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Reduce -19.2% | 21,080 | $1.7M |
| Continuum Advisory, LLC | 0.22% | Add +5.1% | 20,911 | $1.7M |
| CoreCap Advisors, LLC | 0.08% | Reduce -11.3% | 20,681 | $1.7M |
| Natixis | 0.01% | New | 20,546 | $1.7M |
| WESCAP Management Group, Inc. | 0.41% | Add +3.8% | 20,481 | $1.7M |
| King Wealth Management Group | 0.24% | Reduce -0.5% | 20,455 | $1.7M |
| Auxano Advisors, LLC | 0.42% | Reduce -48.6% | 20,404 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.51% | Add +0.3% | 20,302 | $1.7M |
| Towercrest Capital Management | 0.27% | Add +3.8% | 20,212 | $1.7M |
| Lodestar Private Asset Management LLC | 0.21% | Reduce -5.5% | 20,170 | $1.7M |
| Welch Group, LLC | 0.07% | Add +12.7% | 19,927 | $1.6M |
| Nvwm, LLC | 0.41% | Add +1.4% | 19,737 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.66% | Reduce -6.4% | 19,448 | $1.6M |
| SpringVest Wealth Management LLC | 1.36% | — | 19,424 | $1.6M |
| Capital Analysts, LLC | 0.06% | Reduce -19.4% | 19,418 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -33.5% | 19,416 | $1.6M |
| Financial Counselors Inc. | 0.02% | Add +4.7% | 19,269 | $1.6M |
| Lee Financial Co | 0.22% | Reduce -13.8% | 19,179 | $1.6M |
| Rooted Wealth Advisors, Inc. | 0.61% | Add +9.4% | 19,109 | $1.6M |
| Realta Investment Advisors | 0.64% | Add +10.9% | 19,069 | $1.6M |
| CW Advisors, LLC | 0.02% | Reduce -3.8% | 19,052 | $1.6M |
| Maxele Advisors, LLC | 1.49% | — | 19,024 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -7.0% | 18,902 | $1.5M |
| NTV Asset Management LLC | 0.20% | Reduce -7.4% | 18,873 | $1.5M |
| GenTrust, LLC | 0.07% | Reduce -4.8% | 18,854 | $1.5M |
| Veracity Capital LLC | 0.56% | Reduce -31.8% | 18,835 | $1.5M |
| Roundview Capital LLC | 0.11% | Reduce -2.3% | 18,788 | $1.5M |
| Barry Investment Advisors, LLC | 0.49% | Add +8.8% | 18,494 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.41% | Reduce -2.3% | 18,435 | $1.5M |
| Tower Wealth Partners, Inc. | 0.79% | New | 18,409 | $1.5M |
| Integras Partners LLC | 1.34% | — | 18,346 | $1.5M |
| Verus Capital Partners, LLC | 0.14% | Reduce -6.0% | 18,285 | $1.5M |
| Plan Group Financial, LLC | 0.79% | Add +6.9% | 18,257 | $1.5M |
| Midwest Professional Planners, LTD. | 0.44% | Reduce -3.6% | 18,098 | $1.5M |
| Robinson Value Management, Ltd. | 0.98% | Add +1.5% | 18,049 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -7.4% | 17,943 | $1.5M |
| Csenge Advisory Group | 0.08% | Add +66.6% | 17,821 | $1.5M |
| NDWM LLC | 1.20% | Reduce -16.9% | 17,533 | $1.4M |
| TriaGen Wealth Management LLC | 0.48% | Add +3.3% | 17,476 | $1.4M |
| New Wave Wealth Advisors LLC | 0.59% | Add +316.9% | 17,470 | $1.4M |
| Howard Capital Management, LLC | 0.02% | Add +21.5% | 17,193 | $1.4M |
| Blalock Williams, LLC | 1.64% | — | 17,183 | $1.4M |
| Burke & Herbert Bank & Trust Co. | 0.33% | Reduce -0.1% | 17,173 | $1.4M |
| WealthShield Partners, LLC | 0.20% | Reduce -21.4% | 17,170 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +132.2% | 17,077 | $1.4M |
| Balentine LLC | 0.06% | Add +31.1% | 16,981 | $1.4M |
| PKS Advisory Services, LLC | 0.35% | — | 16,856 | $1.4M |
| Millennium Management | 0.00% | Reduce -83.9% | 16,825 | $1.4M |
| Farmers Trust Co. | 0.26% | Add +133.4% | 16,804 | $1.4M |
| Intrua Financial, LLC | 0.22% | Reduce -80.1% | 16,660 | $1.4M |
| Chemistry Wealth Management LLC | 0.32% | Reduce -4.9% | 16,591 | $1.4M |
| Objective Capital Management, LLC | 0.91% | Add +5.7% | 16,556 | $1.4M |
| Crews Bank & Trust | 0.23% | — | 16,516 | $1.4M |
| Absolute Capital Management, LLC | 0.75% | New | 16,514 | $1.4M |
| Arrowroot Family Office, LLC | 0.70% | Add +4.0% | 16,468 | $1.4M |
| Cooper Financial Group | 0.16% | Add +16.1% | 16,434 | $1.3M |
| Brightwater Advisory LLC | 1.05% | Reduce -0.6% | 16,353 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.72% | Reduce -10.8% | 16,274 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.04% | Reduce -3.3% | 16,234 | $1.3M |
| Krilogy Financial LLC | 0.09% | Add +44.9% | 16,000 | $1.3M |
| Ironwood Investment Counsel, LLC | 0.22% | Reduce -14.8% | 15,823 | $1.3M |
| Element Wealth, LLC | 0.68% | Reduce -3.0% | 15,750 | $1.3M |
| Financial Management Professionals, Inc. | 0.16% | Add +16.9% | 15,600 | $1.3M |
| Advanced Asset Management Advisors Inc | 0.33% | Add +60.8% | 15,571 | $1.3M |
| Belpointe Asset Management LLC | 0.08% | Reduce -3.7% | 15,285 | $1.3M |
| Castleview Partners, LLC | 0.68% | Reduce -12.9% | 15,401 | $1.3M |
| Financial Harvest, LLC | 1.06% | — | 15,350 | $1.3M |
| Vicus Capital | 0.11% | Add +1.9% | 15,345 | $1.3M |
| J. W. Coons Advisors, LLC | 0.32% | Reduce -9.0% | 15,334 | $1.3M |
| Sowell Financial Services LLC | 0.07% | Add +5.1% | 15,310 | $1.3M |
| Strategic Financial Concepts, LLC | 0.24% | New | 15,196 | $1.2M |
| Rather & Kittrell, Inc. | 0.29% | Add +0.1% | 15,191 | $1.2M |
| TrinityPoint Wealth, LLC | 0.17% | Add +1.2% | 15,118 | $1.2M |
| First Foundation Advisors | 0.05% | Add +34.1% | 15,110 | $1.2M |
| Argyle Capital Partners, LLC | 1.05% | — | 14,987 | $1.2M |
| Independent Wealth Network Inc. | 0.50% | Reduce -30.6% | 14,934 | $1.2M |
| Noble Wealth Management PBC | 0.84% | — | 14,778 | $1.2M |
| International Private Wealth Advisors LLC | 1.20% | New | 14,756 | $1.2M |
| JGP Wealth Management, LLC | 0.16% | Add +47.8% | 14,636 | $1.2M |
| GEN Financial Management, INC. | 0.78% | — | 14,569 | $1.2M |
| Aspire Growth Partners LLC | 1.16% | — | 14,512 | $1.2M |
| St. James Investment Company, LLC | 0.20% | Reduce -0.1% | 14,380 | $1.2M |
| Dover Advisors, LLC | 0.67% | New | 14,287 | $1.2M |
| Probity Advisors, Inc. | 0.22% | Reduce -14.7% | 14,140 | $1.2M |
| NorthRock Partners, LLC | 0.04% | Reduce -4.3% | 14,007 | $1.1M |
| Smartleaf Asset Management LLC | 0.12% | Reduce -36.8% | 13,791 | $1.1M |
| MSH Capital Advisors LLC | 0.35% | Reduce -0.7% | 13,601 | $1.1M |
| Kathleen S. Wright Associates Inc. | 0.46% | Add +8.7% | 13,576 | $1.1M |
| Moulton Wealth Management, Inc. | 0.85% | Add +23.7% | 13,554 | $1.1M |
| Waterloo Capital, L.P. | 0.12% | New | 13,419 | $1.1M |
| Procyon Advisors, LLC | 0.07% | Reduce -10.1% | 13,406 | $1.1M |
| Fidelis Capital Partners, LLC | 0.11% | Reduce -30.9% | 13,397 | $1.1M |
| Level Four Advisory Services, LLC | 0.04% | Add +28.9% | 13,386 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.37% | Reduce -7.1% | 13,155 | $1.1M |
| Benedict Financial Advisors Inc. | 0.26% | Reduce -25.1% | 13,135 | $1.1M |
| West Paces Advisors Inc. | 0.26% | Reduce -17.2% | 13,068 | $1.1M |
| Strategy Asset Managers LLC | 0.21% | Add +7.1% | 12,902 | $1.1M |
| Arkadios Wealth Advisors | 0.06% | Add +26.0% | 12,792 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.1% | 12,761 | $1.0M |
| Farmers National Bank | 0.30% | — | 12,751 | $1.0M |
| Zhang Financial LLC | 0.06% | Add +17.1% | 12,701 | $1.0M |
| Rockland Trust Co. | 0.05% | Add +10.5% | 12,688 | $1.0M |
| International Assets Investment Management, LLC | 0.09% | New | 12,412 | $1.0M |
| Ironwood Wealth Management, LLC. | 0.31% | Add +14.8% | 12,361 | $1.0M |
| Norden Group LLC | 0.11% | Add +301.6% | 12,321 | $1.0M |
| Compass Planning Associates Inc | 1.02% | — | 12,298 | $1.0M |
| SignalPoint Asset Management, LLC | 0.24% | Add +24.2% | 12,222 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +22.3% | 12,102 | $992K |
| IFP Advisors, Inc | 0.03% | Add +9.8% | 12,091 | $991K |
| Founders Grove Wealth Partners, LLC | 0.29% | — | 12,091 | $991K |
| WJ Wealth Management, LLC | 0.34% | No change | 12,028 | $986K |
| Calamos Wealth Management LLC | 0.05% | No change | 11,908 | $976K |
| Americana Partners, LLC | 0.04% | Add +3.7% | 11,861 | $972K |
| Beacon Financial Group | 0.10% | Add +35.4% | 11,837 | $970K |
| Wealth Advisory Solutions, LLC | 0.27% | Reduce -18.7% | 11,809 | $968K |
| Potomac Fund Management Inc. | 0.06% | — | 11,790 | $967K |
| Carnegie Investment Counsel | 0.03% | Reduce -4.8% | 11,786 | $966K |
| IFG Advisory, LLC | 0.05% | Add +10.8% | 11,768 | $965K |
| Wealthspire Advisors, LLC | 0.01% | Add +21.2% | 11,718 | $961K |
| Weaver Consulting Group | 0.29% | Reduce -2.4% | 11,681 | $958K |
| Bessemer Group Inc. | 0.00% | Add +0.4% | 11,675 | $957K |
| Northwest Wealth Management, LLC | 0.20% | Reduce -32.0% | 11,613 | $952K |
| Foundry Financial Group, Inc. | 0.59% | Add +21.4% | 11,604 | $951K |
| First National Trust Co | 0.04% | No change | 11,569 | $948K |
| Clientfirst Wealth Management, LLC | 0.96% | — | 11,556 | $947K |
| Advisory Research Inc. | 0.16% | Add +1.7% | 11,526 | $945K |
| Diversify Wealth Management, LLC | 0.07% | Add +35.8% | 11,536 | $944K |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -2.0% | 11,414 | $936K |
| Biltmore Wealth Management, LLC | 0.39% | Reduce -0.2% | 11,354 | $931K |
| Clear Creek Financial Management, LLC | 0.10% | Reduce -4.4% | 11,347 | $930K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -17.5% | 11,318 | $928K |
| M3 Advisory Group, LLC | 0.66% | No change | 11,249 | $922K |
| Smith Thornton Advisors LLC | 0.58% | Add +5.3% | 11,239 | $921K |
| Strategic Wealth Partners, Ltd. | 0.08% | Add +12.3% | 11,231 | $921K |
| Johnson Financial Group, Inc. | 0.04% | Reduce -0.9% | 11,190 | $921K |
| Enterprise Bank & Trust Co | 0.30% | No change | 11,172 | $916K |
| Neuberger Berman Group LLC | 0.00% | Add +77.5% | 11,105 | $910K |
| Simplex Trading, LLC | 0.03% | New | 11,033 | $904K |
| SageView Advisory Group, LLC | 0.04% | Add +128.5% | 10,966 | $899K |
| Coppell Advisory Solutions LLC | 0.13% | Add +299.2% | 10,955 | $898K |
| Glen Eagle Advisors, LLC | 0.15% | Add +18.5% | 10,811 | $886K |
| Compass Ion Advisors, LLC | 0.11% | Add +9.9% | 10,807 | $886K |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 10,765 | $883K |
| GatePass Capital, LLC | 0.97% | — | 10,728 | $880K |
| Alhambra Investment Management LLC | 0.45% | Reduce -5.1% | 10,701 | $877K |
| Garrison Point Advisors, LLC | 0.42% | No change | 10,685 | $876K |
| Park Place Capital Corp | 0.24% | Reduce -5.3% | 10,572 | $867K |
| Benjamin Edwards Inc. | 0.01% | Reduce -97.8% | 10,543 | $864K |
| Palumbo Wealth Management LLC | 0.32% | Add +43.8% | 10,536 | $864K |
| Amarillo National Bank | 0.16% | Add +8.9% | 10,483 | $859K |
| Allworth Financial LP | 0.00% | Add +20.5% | 10,440 | $857K |
| GeoWealth Management, LLC | 0.03% | Add +358.0% | 10,406 | $853K |
| Spreng Capital Management, Inc. | 0.38% | Add +1.4% | 10,388 | $852K |
| Rossby Financial, LCC | 0.54% | — | 10,365 | $850K |
| Simon Quick Advisors, LLC | 0.05% | Add +0.4% | 10,355 | $849K |
| Acropolis Investment Management, LLC | 0.05% | Add +194.6% | 10,215 | $837K |
| GWN Securities Inc. | 0.22% | — | 10,147 | $832K |
| Root Financial Partners, LLC | 0.10% | New | 10,103 | $828K |
| Bright Financial Advisors, Inc. | 0.52% | Reduce -6.6% | 10,075 | $826K |
| Retirement Capital Strategies | 0.31% | Add +153.0% | 10,072 | $826K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 10,031 | $822K |
| Calton & Associates, Inc. | 0.36% | New | 10,000 | $820K |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 10,000 | $820K |
| Transce3nd, LLC | 0.28% | — | 9,999 | $820K |
| Allred Capital Management, LLC | 0.32% | Reduce -4.5% | 9,968 | $817K |
| Addison Capital Co | 0.32% | Reduce -17.8% | 9,952 | $816K |
| NewEdge Wealth, LLC | 0.01% | Add +7.3% | 9,947 | $815K |
| Evelyn Partners Asset Management Ltd | 0.22% | — | 9,931 | $814K |
| Hobbs Group Advisors, LLC | 0.31% | Add +1.4% | 9,916 | $813K |
| Guardian Partners Inc. | 0.08% | — | 9,905 | $812K |
| New Century Financial Group, LLC | 0.34% | Reduce -2.0% | 9,829 | $806K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -4.3% | 9,789 | $803K |
| Chapin Davis, Inc. | 0.26% | No change | 9,596 | $798K |
| Rodgers Brothers Inc. | 0.10% | Reduce -20.5% | 9,700 | $795K |
| Stephens Group Asset Management, LLC | 0.07% | Add +173.7% | 9,600 | $787K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -11.0% | 9,575 | $785K |
| Evanson Asset Management, LLC | 0.05% | Add +133.8% | 9,503 | $779K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.32% | Reduce -1.4% | 9,499 | $779K |
| Merit Financial Group, LLC | 0.01% | Reduce -22.9% | 9,461 | $776K |
| New South Capital Management Inc. | 0.03% | No change | 9,405 | $771K |
| Impact Partnership Wealth, LLC | 0.16% | New | 9,399 | $771K |
| Barrett & Company, Inc. | 0.32% | Reduce -1.1% | 9,275 | $760K |
| Guerra Pan Advisors, LLC | 0.54% | No change | 9,075 | $744K |
| PFG Advisors | 0.05% | Reduce -4.1% | 9,050 | $742K |
| NCM Capital Management, LLC | 0.33% | Add +2.6% | 8,962 | $735K |
| Pinnacle Wealth Planning Services, Inc. | 0.11% | New | 8,879 | $728K |
| Private Trust Co. NA | 0.07% | Add +7.1% | 8,792 | $721K |
| Aveo Capital Partners, LLC | 0.08% | Reduce -36.3% | 8,773 | $719K |
| Simplicity Wealth,LLC | 0.15% | New | 8,765 | $719K |
| Oliver Luxxe Assets LLC | 0.13% | No change | 8,602 | $715K |
| United Asset Strategies, Inc. | 0.07% | Reduce -3.2% | 8,647 | $709K |
| Mechanics Bank Trust Department | 0.09% | Reduce -10.2% | 8,630 | $707K |
| Apexium Financial, LP | 0.04% | Reduce -13.8% | 8,601 | $705K |
| SBI Securities Co., Ltd. | 0.02% | — | 8,572 | $703K |
| Iams Wealth Management, LLC | 0.32% | New | 8,570 | $703K |
| Kingstone Capital Partners Texas, LLC | 0.57% | — | 8,563 | $702K |
| Dorsey Wright & Associates | 0.17% | New | 8,488 | $696K |
| Latko Wealth Management, Ltd. | 0.41% | Add +33.9% | 8,481 | $695K |
| Stordahl Capital Management, Inc. | 0.16% | Reduce -1.8% | 8,476 | $695K |
| Deutsche Bank AG | 0.00% | Add +253.8% | 8,457 | $693K |
| Gries Financial LLC | 0.12% | Reduce -1.8% | 8,436 | $692K |
| Clearbridge Investments, LLC | 0.00% | Reduce -37.2% | 8,427 | $691K |
| Priebe Wealth Holdings LLC | 0.47% | Reduce -5.9% | 8,426 | $691K |
| Founders Financial Alliance, LLC | 0.19% | Add +0.1% | 8,426 | $691K |
| Alternative Investment Advisors, LLC. | 0.36% | Reduce -3.1% | 8,425 | $691K |
| City National Bank of Florida | 0.63% | — | 8,400 | $689K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +3.2% | 8,370 | $686K |
| Empirical Asset Management, LLC | 0.23% | Reduce -3.1% | 8,356 | $685K |
| Sierra Capital LLC | 0.08% | Reduce -17.8% | 8,285 | $679K |
| One Capital Management, LLC | 0.02% | Reduce -5.6% | 8,250 | $676K |
| Heck Capital Advisors, LLC | 0.08% | Reduce -55.6% | 8,231 | $675K |
| Mattern Wealth Management LLC | 0.15% | Reduce -33.0% | 8,116 | $665K |
| Stolper Co | 0.22% | Reduce -1.0% | 8,020 | $657K |
| Cobblestone Capital Advisors LLC | 0.04% | New | 7,950 | $652K |
| Two West Capital Advisors LLC | 0.56% | Add +28.5% | 7,948 | $652K |
| Fiducient Advisors LLC | 0.08% | No change | 7,914 | $649K |
| Marshall & Sterling Wealth Advisors Inc. | 0.45% | — | 7,893 | $647K |
| West Michigan Advisors, LLC | 0.19% | Reduce -0.8% | 7,841 | $643K |
| FWL Investment Management, LLC | 0.23% | Add +514.8% | 7,808 | $640K |
| Savant Capital, LLC | 0.01% | Reduce -37.4% | 7,778 | $638K |
| Compass Investment Advisers LLC | 1.85% | — | 7,763 | $636K |
| F/m Investments LLC | 0.02% | New | 7,730 | $634K |
| Valeo Financial Advisors, LLC | 0.02% | No change | 7,713 | $632K |
| Oxbow Advisors, LLC | 0.08% | Reduce -1.9% | 7,696 | $631K |
| Mattern Capital Management, LLC | 0.08% | Reduce -1.9% | 7,654 | $627K |
| Renasant Bank | 0.40% | Reduce -19.9% | 7,588 | $622K |
| SkyOak Wealth, LLC | 0.13% | Reduce -3.7% | 7,530 | $617K |
| Pinnacle Wealth Management Group, Inc. | 0.38% | Add +4.7% | 7,407 | $607K |
| Rational Advisors, Inc. | 0.06% | Add +178.6% | 7,384 | $605K |
| Moneco Advisors, LLC | 0.06% | Reduce -2.9% | 7,304 | $599K |
| DMC Group, LLC | 0.49% | No change | 7,295 | $598K |
| Cape Investment Advisory, Inc. | 0.23% | Add +18120.0% | 7,288 | $597K |
| EverSource Wealth Advisors, LLC | 0.03% | Add +18.2% | 7,262 | $595K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +1191.1% | 6,701 | $594K |
| Berger Financial Group, Inc | 0.04% | Add +13.9% | 7,200 | $590K |
| Elyxium Wealth, LLC | 0.36% | Add +2.9% | 7,198 | $590K |
| Secure Asset Management, LLC | 0.09% | Reduce -2.6% | 7,182 | $589K |
| Baker Ellis Asset Management LLC | 0.09% | Reduce -5.3% | 7,176 | $588K |
| Portside Wealth Group, LLC | 0.10% | New | 7,146 | $586K |
| Bay Rivers Group | 0.28% | Add +93.5% | 7,120 | $584K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Add +2.1% | 7,093 | $582K |
| KM Capital Management Ltd. | 0.30% | Add +125.5% | 7,043 | $577K |
| Fiduciary Alliance LLC | 0.06% | Reduce -77.3% | 7,000 | $574K |
| Howard Financial Services, LTD. | 0.08% | Reduce -46.5% | 6,958 | $570K |
| Clarity Capital Partners LLC | 0.29% | Reduce -0.6% | 6,926 | $568K |
| RDA Financial Network | 0.16% | New | 6,877 | $564K |
| Discipline Wealth Solutions, LLC | 0.26% | Reduce -39.3% | 6,864 | $563K |
| Invesco Ltd. | 0.00% | Add +3.0% | 6,863 | $563K |
| Lokken Investment Group LLC | 0.24% | Add +34.8% | 6,808 | $558K |
| Barr E S & Co. | 0.03% | Add +17.3% | 6,775 | $555K |
| Easterly Investment Partners LLC | 0.04% | No change | 6,734 | $552K |
| Blueprint Investment Partners LLC | 0.09% | Add +2.2% | 6,666 | $546K |
| Purus Wealth Management, LLC | 0.22% | Add +8.7% | 6,660 | $546K |
| Fifth Third Securities, Inc. | 0.05% | New | 6,611 | $542K |
| ARS Wealth Advisors Group, LLC | 0.07% | No change | 6,587 | $540K |
| Allen Capital Group, LLC | 0.07% | No change | 6,540 | $536K |
| Live Oak Private Wealth LLC | 0.09% | Reduce -1.3% | 6,531 | $535K |
| Occidental Asset Management, LLC | 0.08% | Add +107.4% | 6,512 | $534K |
| Raab & Moskowitz Asset Management LLC | 0.13% | No change | 6,490 | $532K |
| Lifeworks Advisors, LLC | 0.10% | Add +0.1% | 6,457 | $529K |
| DeDora Capital, Inc. | 0.14% | Reduce -16.3% | 6,453 | $529K |
| Retirement Income Solutions, Inc. | 0.11% | Reduce -54.9% | 6,438 | $528K |
| Yarger Wealth Strategies, LLC | 0.30% | No change | 6,403 | $525K |
| Avalon Capital Management | 0.17% | Reduce -80.5% | 6,402 | $525K |
| SPC Financial, Inc. | 0.05% | Add +1.6% | 6,373 | $522K |
| Montecito Bank & Trust | 0.09% | Reduce -13.6% | 6,348 | $520K |
| Factor Wealth Management LTD | 0.17% | — | 6,342 | $520K |
| Bingham Private Wealth, LLC | 0.55% | — | 6,334 | $519K |
| 180 Wealth Advisors, LLC | 0.08% | Reduce -5.6% | 6,332 | $519K |
| Verum Partners LLC | 0.15% | Add +0.3% | 6,287 | $515K |
| Azimuth Capital Investment Management LLC | 0.02% | Reduce -5.5% | 6,225 | $510K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -2.0% | 6,212 | $509K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +10.8% | 6,210 | $509K |
| Eagle Strategies LLC | 0.09% | Reduce -0.1% | 6,162 | $505K |
| E&G Advisors, LLC | 0.14% | No change | 6,150 | $504K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -6.4% | 6,090 | $499K |
| Diversified Portfolios, Inc. | 0.05% | Add +0.1% | 6,071 | $498K |
| Aspiriant, LLC | 0.02% | Reduce -1.3% | 6,055 | $496K |
| Birch Financial Group, LLC | 0.56% | — | 6,054 | $496K |
| First Financial Bank - Trust Division | 0.05% | Reduce -0.2% | 6,046 | $496K |
| Legacy Capital Wealth Partners, LLC | 0.12% | Reduce -3.8% | 6,029 | $494K |
| Roberts Wealth Advisors, LLC | 0.15% | Reduce -32.5% | 6,021 | $494K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 6,002 | $492K |
| Summa Corp. | 0.24% | No change | 6,000 | $492K |
| Irenic Capital Management LP | 0.08% | New | 6,000 | $492K |
| Lester Murray Antman dba SimplyRich | 0.14% | Reduce -0.8% | 6,001 | $491K |
| Capital Counsel LLC | 0.02% | New | 5,975 | $490K |
| Lee Danner & Bass Inc. | 0.04% | New | 5,965 | $489K |
| Westfuller Advisors, LLC | 0.31% | Add +0.2% | 5,946 | $487K |
| Beirne Wealth Consulting Services, LLC | 0.17% | Reduce -50.0% | 5,885 | $482K |
| Pinnacle Associates Ltd. | 0.01% | Add +24.7% | 5,877 | $482K |
| Trust Co | 0.05% | No change | 5,840 | $479K |
| Guidance Capital, Inc. | 0.15% | Reduce -7.3% | 5,827 | $479K |
| BTS Asset Management, Inc. | 0.47% | New | 5,799 | $475K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 5,784 | $474K |
| Forum Private Client Group LLC | 0.21% | Reduce -0.0% | 5,765 | $473K |
| Good Life Advisors, LLC | 0.03% | Reduce -70.4% | 5,765 | $473K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -0.1% | 5,758 | $472K |
| Pasadena Private Wealth, LLC | 0.10% | Add +5.5% | 5,730 | $470K |
| Daymark Wealth Partners, LLC | 0.02% | No change | 5,672 | $465K |
| L.K. Benson & Company, P.C. | 0.33% | — | 5,664 | $464K |
| Ameliora Wealth Management Ltd. | 0.17% | No change | 5,657 | $464K |
| IPG Investment Advisors LLC | 0.10% | Reduce -44.3% | 5,626 | $461K |
| CVA Family Office, LLC | 0.07% | New | 5,625 | $461K |
| Busey Bank | 0.01% | No change | 5,565 | $456K |
| Shepherd Financial Partners LLC | 0.05% | Reduce -9.0% | 5,561 | $456K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -2.8% | 5,514 | $452K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.7% | 5,473 | $449K |
| Banque Pictet & Cie SA | 0.00% | No change | 5,464 | $448K |
| Bond & Devick Financial Network, Inc. | 0.19% | No change | 5,374 | $447K |
| TCP Asset Management, LLC | 0.10% | Add +0.1% | 5,447 | $447K |
| 1620 Investment Advisors, Inc. | 0.35% | Reduce -5.1% | 5,430 | $445K |
| Whittier Trust Co. | 0.01% | Add +36.6% | 5,395 | $442K |
| A. D. Beadell Investment Counsel, Inc. | 0.36% | Reduce -15.7% | 5,399 | $442K |
| Alliance Wealth Management Group | 0.12% | Add +6.8% | 5,367 | $440K |
| Advisor Resource Council | 0.32% | New | 5,364 | $440K |
| Arkfeld Wealth Strategies, L.L.C. | 0.20% | Add +0.4% | 5,321 | $436K |
| Twele Capital Management, Inc. | 0.09% | Add +4.2% | 5,296 | $434K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -12.2% | 5,248 | $430K |
| First Hawaiian Bank | 0.01% | No change | 5,229 | $429K |
| Avaii Wealth Management, LLC | 0.21% | Add +4.0% | 5,211 | $427K |
| Diversify Advisory Services, LLC | 0.02% | Add +36.5% | 5,218 | $427K |
| Brickley Wealth Management | 0.09% | Add +1.8% | 5,208 | $427K |
| L.M. Kohn & Company | 0.11% | Add +1.1% | 5,159 | $423K |
| Clearstead Trust, LLC | 0.09% | Add +18.5% | 5,106 | $419K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +75.5% | 5,104 | $418K |
| Forte Asset Management LLC | 0.22% | No change | 5,100 | $418K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.5% | 5,071 | $416K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 5,062 | $415K |
| AMG National Trust Bank | 0.01% | Add +13.5% | 5,050 | $414K |
| Cordgrass Capital Advisors, LLC | 0.12% | Reduce -2.9% | 5,027 | $412K |
| Boyd Watterson Asset Management LLC | 0.12% | No change | 5,000 | $410K |
| Aegis Wealth Management LLC | 0.28% | — | 4,994 | $409K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 4,987 | $409K |
| Midland Wealth Advisors, LLC | 0.02% | No change | 4,983 | $409K |
| Verdence Capital Advisors LLC | 0.03% | Add +1.2% | 4,975 | $408K |
| WealthPlan Investment Management, LLC | 0.04% | No change | 4,931 | $404K |
| Postrock Partners LLC | 0.20% | — | 4,926 | $404K |
| Joseph P. Lucia & Associates, LLC | 0.18% | Reduce -0.7% | 4,918 | $403K |
| Breakwater Capital Group | 0.08% | Reduce -21.8% | 4,816 | $395K |
| Synergy Asset Management, LLC | 0.03% | New | 4,810 | $394K |
| Personal Cfo Solutions, LLC | 0.08% | New | 4,783 | $392K |
| Cadinha & Co. LLC | 0.07% | Reduce -10.4% | 4,781 | $392K |
| Axis Wealth Partners, LLC | 0.33% | — | 4,779 | $392K |
| Horizon Family Wealth, Inc. | 0.26% | Reduce -32.8% | 4,775 | $391K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 4,775 | $391K |
| Heritage Wealth Partners, LLC | 0.49% | Reduce -0.6% | 4,767 | $391K |
| Cushing Capital Partners, LLC | 0.38% | — | 4,765 | $391K |
| Caldwell Sutter Capital, Inc. | 0.18% | Add +28.0% | 4,765 | $391K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.5% | 4,756 | $390K |
| Quartz Partners, LLC | 0.23% | No change | 4,675 | $383K |
| Interactive Financial Advisors, Inc. | 0.20% | Reduce -1.6% | 4,671 | $383K |
| Windward Private Wealth Management Inc. | 0.15% | Reduce -2.2% | 4,661 | $382K |
| Flagstar Securities, Inc. | 0.09% | Add +0.8% | 4,645 | $381K |
| Whalen Wealth Management Inc. | 0.26% | Reduce -98.7% | 4,641 | $380K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +0.1% | 4,641 | $380K |
| Dimension Capital Management LLC | 0.06% | No change | 4,583 | $376K |
| WMS Partners, LLC | 0.02% | Add +0.2% | 4,583 | $376K |
| Kovack Advisors, Inc. | 0.04% | Reduce -23.3% | 4,583 | $376K |
| Central Pacific Bank - Trust Division | 0.05% | Reduce -72.3% | 4,573 | $375K |
| Bokf, NA | 0.01% | Reduce -3.2% | 4,578 | $375K |
| Asset Management Group, Inc. | 0.07% | Reduce -10.4% | 4,568 | $374K |
| Inman Jager Wealth Management, LLC | 0.29% | — | 4,565 | $374K |
| United Community Bank | 0.15% | Reduce -26.9% | 4,555 | $373K |
| Napa Wealth Management | 0.16% | Reduce -55.0% | 4,545 | $373K |
| Sunbeam Capital Management, LLC | 0.35% | — | 4,535 | $372K |
| Tilia Fiduciary Partners, Inc. | 0.25% | No change | 4,516 | $370K |
| Lyell Wealth Management, LP | 0.03% | Reduce -3.5% | 4,486 | $368K |
| SteelPeak Wealth, LLC | 0.02% | Add +24.6% | 4,485 | $368K |
| Southeast Asset Advisors, LLC | 0.04% | Reduce -15.9% | 4,424 | $363K |
| Peddock Capital Advisors, LLC | 0.09% | New | 4,424 | $363K |
| MN Wealth Advisors, LLC | 0.20% | Add +1.4% | 4,413 | $362K |
| Atlas Capital Advisors Inc. | 0.05% | Reduce -22.8% | 4,402 | $361K |
| Wernau Asset Management Inc. | 0.35% | — | 4,395 | $360K |
| Kraft, Davis & Associates, LLC | 0.10% | Add +0.9% | 4,394 | $360K |
| WNY Asset Management, LLC | 0.04% | Reduce -41.2% | 4,380 | $359K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +28.8% | 4,357 | $357K |
| GW Henssler & Associates Ltd. | 0.02% | No change | 4,288 | $357K |
| Finley Financial, LLC | 0.19% | — | 4,345 | $357K |
| Hilton Capital Management, LLC | 0.03% | Reduce -10.2% | 4,341 | $356K |
| Columbus Macro, LLC | 0.05% | Add +28.4% | 4,285 | $351K |
| Retirement Planning Group, LLC | 0.02% | New | 4,283 | $351K |
| Stapp Wealth Management, PLLC | 0.55% | No change | 4,275 | $350K |
| My Legacy Advisors, LLC | 0.14% | Reduce -8.1% | 4,267 | $350K |
| TCFG Wealth Management, LLC | 0.18% | Reduce -7.2% | 4,257 | $349K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +26.5% | 4,252 | $349K |
| North Star Investment Management Corp. | 0.02% | Reduce -8.5% | 4,252 | $349K |
| OneAscent Financial Services LLC | 0.03% | New | 4,242 | $348K |
| Icon Wealth Advisors, LLC | 0.03% | Add +175.5% | 4,243 | $348K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -12.8% | 4,216 | $345K |
| Phoenix Financial Ltd. | 0.00% | No change | 4,209 | $345K |
| Bremer Bank National Association | 0.07% | No change | 4,208 | $345K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -14.3% | 4,207 | $345K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -4.6% | 4,199 | $344K |
| Novem Group | 0.05% | — | 4,176 | $342K |
| Tectonic Advisors LLC | 0.02% | Add +2.8% | 4,173 | $342K |
| McDonald Partners LLC | 0.09% | No change | 4,156 | $341K |
| HB Wealth Management, LLC | 0.00% | Add +17.8% | 4,123 | $338K |
| Strategies Wealth Advisors, LLC | 0.04% | Reduce -82.9% | 4,114 | $337K |
| Lion Street Advisors, LLC | 0.11% | Reduce -0.1% | 4,098 | $336K |
| Strategic Blueprint, LLC | 0.02% | Add +23.8% | 4,095 | $336K |
| Leigh Baldwin & Co., LLC | 0.28% | — | 4,075 | $334K |
| Northeast Financial Group, Inc. | 0.13% | Reduce -9.6% | 4,073 | $334K |
| Evoke Wealth, LLC | 0.01% | Add +49.9% | 4,069 | $334K |
| Donaldson Capital Management, LLC | 0.01% | Add +1.3% | 4,041 | $331K |
| Arax Advisory Partners | 0.02% | New | 4,025 | $330K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.08% | Add +9.8% | 3,996 | $328K |
| Summit Financial, LLC | 0.01% | Reduce -35.3% | 3,943 | $323K |
| Trivium Point Advisory, LLC | 0.04% | Add +35.2% | 3,941 | $323K |
| Able Wealth Management LLC | 0.21% | Reduce -4.9% | 3,915 | $321K |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 0.33% | No change | 3,914 | $321K |
| Centurion Wealth Management LLC | 0.10% | Reduce -3.3% | 3,905 | $320K |
| M. Kulyk & Associates, LLC | 0.07% | Add +2.6% | 3,897 | $319K |
| Blue Trust, Inc. | 0.00% | Reduce -34.5% | 3,877 | $318K |
| Oak Wealth Advisors LLC | 0.24% | — | 3,850 | $316K |
| ETF Store, Inc. | 0.39% | Reduce -22.8% | 3,848 | $315K |
| Harbour Capital Advisors, LLC | 0.07% | New | 3,840 | $315K |
| Cornerstone Wealth Group, LLC | 0.03% | Add +7.6% | 3,834 | $314K |
| Fonville Wealth Management LLC | 0.10% | Add +10.6% | 3,809 | $312K |
| Fairfield, Bush & Co. | 0.18% | No change | 3,800 | $312K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -11.7% | 3,775 | $309K |
| Sonata Capital Group Inc. | 0.13% | Add +0.2% | 3,770 | $309K |
| Tiemann Investment Advisors, LLC | 0.14% | Add +36.4% | 3,750 | $307K |
| Beacon Financial Advisory LLC | 0.10% | Add +31.7% | 3,745 | $307K |
| Lowery Thomas, LLC | 0.20% | New | 3,736 | $306K |
| Promethium Advisors,llc | 0.21% | No change | 3,702 | $303K |
| Argent Trust Co | 0.01% | No change | 3,701 | $303K |
| Hamilton Wealth, LLC | 0.07% | Reduce -92.0% | 3,690 | $303K |
| Ballast Advisors LLC | 0.09% | Reduce -18.8% | 3,686 | $302K |
| Idaho Trust Co | 0.15% | Reduce -70.1% | 3,676 | $301K |
| LCNB Corp. | 0.11% | No change | 3,669 | $301K |
| Greenwood Capital Associates LLC | 0.04% | Reduce -40.5% | 3,660 | $300K |
| XTX Topco Ltd | 0.02% | New | 3,612 | $296K |
| TPG Advisors LLC | 0.23% | No change | 3,607 | $296K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -4.9% | 3,604 | $295K |
| Prudential PLC | 0.00% | New | 3,600 | $295K |
| Arbor Trust Wealth Advisors, LLC | 0.14% | Reduce -5.4% | 3,586 | $294K |
| J2 Capital Management Inc | 0.27% | — | 3,567 | $292K |
| Arkos Global Advisors | 0.04% | Reduce -12.4% | 3,527 | $289K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -1.9% | 3,517 | $288K |
| JDH Wealth Management, LLC | 0.25% | — | 3,510 | $288K |
| Autumn Glory Partners, LLC | 0.14% | Reduce -12.9% | 3,497 | $287K |
| Anchor Pointe Wealth Management, LLC | 0.37% | — | 3,474 | $285K |
| Trilogy Capital Inc. | 0.01% | Reduce -19.7% | 3,448 | $283K |
| Invst, LLC | 0.03% | New | 3,415 | $280K |
| RTD Financial Advisors, Inc. | 0.04% | Add +14.3% | 3,399 | $279K |
| Tempus Wealth Planning, LLC | 0.08% | No change | 3,363 | $276K |
| Woodward Diversified Capital, LLC | 0.20% | Reduce -38.4% | 3,354 | $275K |
| GK Wealth Management LLC | 0.35% | — | 3,350 | $275K |
| AlTi Global, Inc. | 0.01% | New | 3,341 | $274K |
| Destination Wealth Management | 0.01% | New | 3,325 | $273K |
| Wealth Effects LLC | 0.10% | New | 3,310 | $271K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 3,309 | $271K |
| American Trust | 0.02% | New | 3,298 | $270K |
| Seaview Investment Managers LLC | 0.07% | New | 3,291 | $270K |
| Hudson Capital Management LLC | 0.09% | Reduce -2.0% | 3,276 | $269K |
| Sovran Advisors, LLC | 0.04% | — | 3,279 | $268K |
| Ridgewood Investments LLC | 0.13% | Add +31.1% | 3,267 | $268K |
| Sugarloaf Wealth Management, LLC | 0.05% | Reduce -9.3% | 3,253 | $267K |
| AllSquare Wealth Management LLC | 0.15% | No change | 3,250 | $266K |
| 1834 Investment Advisors Co. | 0.03% | Add +5.7% | 3,234 | $265K |
| Arrow Financial Corp | 0.03% | No change | 3,226 | $264K |
| Sollinda Capital Management LLC | 0.07% | No change | 3,211 | $263K |
| Chicago Wealth Management, Inc. | 0.14% | Reduce -10.9% | 3,187 | $261K |
| Napatree Capital LLC | 0.15% | No change | 3,176 | $260K |
| Seed Wealth Management, Inc. | 0.21% | New | 3,170 | $260K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -15.0% | 3,136 | $257K |
| GFS Advisors, LLC | 0.04% | Add +4.0% | 3,121 | $256K |
| Valmark Advisers, Inc. | 0.00% | New | 3,111 | $255K |
| Client 1ST Advisory Group, LLC | 0.10% | New | 3,101 | $254K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +4.0% | 3,087 | $253K |
| Cynosure Group, LLC | 0.04% | No change | 3,066 | $251K |
| Leo Wealth, LLC | 0.02% | New | 3,058 | $251K |
| Discovery Capital Management, LLC / CT | 0.02% | Add +6.0% | 3,050 | $250K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $246K |
| Optimum Investment Advisors | 0.11% | Reduce -5.8% | 2,999 | $246K |
| Legacy Private Trust Co. | 0.02% | Reduce -14.2% | 2,981 | $244K |
| HBW Advisory Services LLC | 0.03% | Add +0.8% | 2,980 | $244K |
| TruWealth Advisors, LLC | 0.01% | Reduce -14.5% | 2,970 | $243K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -10.6% | 2,935 | $241K |
| Pinion Investment Advisors, LLC | 0.09% | New | 2,909 | $238K |
| Disciplined Investments, LLC | 0.12% | Reduce -26.7% | 2,900 | $238K |
| Composition Wealth, LLC | 0.00% | Add +0.0% | 2,863 | $235K |
| Moors & Cabot, Inc. | 0.01% | Reduce -65.0% | 2,861 | $235K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -7.7% | 2,854 | $234K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -1.7% | 2,853 | $234K |
| Davis Wealth Advisors, LLC | 0.25% | — | 2,811 | $230K |
| Harbour Investments, Inc. | 0.01% | Reduce -12.1% | 2,809 | $230K |
| DGS Capital Management, LLC | 0.06% | No change | 2,803 | $230K |
| Narus Financial Partners, LLC | 0.08% | New | 2,789 | $229K |
| Jane Street Group, LLC | 0.00% | Reduce -98.8% | 2,765 | $227K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -36.8% | 2,759 | $226K |
| Lewis Asset Management, LLC | 0.17% | Add +9.1% | 2,749 | $225K |
| Atlantic Union Bankshares Corp | 0.01% | Reduce -13.2% | 2,736 | $224K |
| First Wilshire Securities Management Inc. | 0.06% | New | 2,729 | $224K |
| Willow Creek Wealth Management Inc. | 0.02% | Reduce -22.8% | 2,731 | $224K |
| Stratos Investment Management, LLC | 0.01% | New | 2,725 | $223K |
| AssuredPartners Investment Advisors, LLC | 0.04% | — | 2,724 | $223K |
| Fortitude Advisory Group L.L.C. | 0.13% | Add +9.8% | 2,699 | $221K |
| Market Street Wealth Management Advisors LLC | 0.04% | Add +2.6% | 2,692 | $221K |
| Sovereign Financial Group, Inc. | 0.05% | Reduce -25.8% | 2,671 | $219K |
| Heritage Oak Wealth Advisors LLC | 0.10% | Reduce -36.7% | 2,653 | $217K |
| Loomis Sayles & Co. L P | 0.00% | New | 2,653 | $217K |
| Rollins Financial Advisors, LLC | 0.03% | No change | 2,638 | $216K |
| Center For Asset Management LLC | 0.14% | Add +5.8% | 2,636 | $216K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -3.0% | 2,635 | $216K |
| Canopy Partners, LLC | 0.08% | New | 2,594 | $213K |
| Navis Wealth Advisors, LLC | 0.23% | Reduce -8.6% | 2,588 | $212K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.07% | New | 2,574 | $211K |
| Tyche Wealth Partners LLC | 0.04% | No change | 2,559 | $210K |
| NWF Advisory Services Inc. | 0.03% | New | 2,556 | $210K |
| Tableaux LLC | 0.17% | — | 2,555 | $209K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +1.4% | 2,543 | $208K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 2,525 | $207K |
| BIP Wealth, LLC | 0.01% | New | 2,509 | $206K |
| High Net Worth Advisory Group LLC | 0.06% | Reduce -16.7% | 2,500 | $205K |
| EP Wealth Advisors, LLC | 0.00% | Add +24.8% | 2,485 | $204K |
| Mandatum Life Insurance Co Ltd | 0.06% | No change | 2,470 | $202K |
| Meridian Management Co. | 0.05% | No change | 2,465 | $202K |
| Park Square Financial Group, LLC | 0.14% | — | 2,455 | $201K |
| Gray Wealth Management Inc. | 0.08% | Reduce -8.8% | 2,451 | $201K |
| Shaker Investments LLC | 0.08% | Reduce -4.7% | 2,449 | $201K |
| Crewe Advisors LLC | 0.03% | Reduce -34.2% | 2,448 | $201K |
| Harvest Investment Services, LLC | 0.05% | New | 2,444 | $200K |
| Exencial Wealth Advisors, LLC | 0.01% | New | 2,440 | $200K |
| Aventura Private Wealth, LLC | 0.11% | — | 2,383 | $195K |
| Ransom Advisory, Ltd | 0.09% | No change | 2,300 | $189K |
| Copia Wealth Management | 0.18% | — | 2,297 | $188K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +1.3% | 2,213 | $181K |
| Asset Dedication, LLC | 0.01% | Add +2.0% | 2,205 | $181K |
| Tower View Wealth Management LLC | 0.10% | Reduce -8.2% | 2,198 | $180K |
| Webster Bank, N. A. | 0.02% | No change | 2,126 | $174K |
| Pacific Center for Financial Services | 0.04% | No change | 2,108 | $173K |
| BankPlus Trust Department | 0.06% | — | 2,106 | $173K |
| Horizons Wealth Management | 0.13% | Reduce -6.0% | 2,087 | $171K |
| Kestra Investment Management, LLC | 0.01% | Reduce -37.7% | 1,999 | $164K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +1.3% | 1,991 | $163K |
| Eastern Bank | 0.00% | Reduce -20.9% | 1,988 | $163K |
| Raffa Wealth Management, LLC | 0.04% | Add +1.4% | 1,958 | $161K |
| Roble, Belko & Company, Inc | 0.03% | Add +19.9% | 1,956 | $160K |
| 2UniFi Bank | 0.10% | — | 1,899 | $156K |
| CNB Bank | 0.07% | Reduce -4.8% | 1,893 | $155K |
| Future Financial Wealth Managment LLC | 0.10% | No change | 1,738 | $142K |
| Robinswood Financial LLC | 0.05% | Reduce -12.9% | 1,730 | $142K |
| ESL Trust Services, LLC | 0.03% | Reduce -15.9% | 1,694 | $139K |
| SIMA Wealth Partners, LLC | 0.12% | Reduce -2.6% | 1,664 | $136K |
| Deane Retirement Strategies, Inc. | 0.07% | Reduce -1.2% | 1,648 | $135K |
| Richards, Merrill & Peterson, Inc. | 0.07% | — | 1,622 | $133K |
| PrairieView Partners, LLC | 0.01% | Reduce -51.8% | 1,598 | $131K |
| Lummis Asset Management, LP | 0.17% | No change | 1,595 | $131K |
| Caldwell Trust Co | 0.01% | Reduce -8.3% | 1,549 | $127K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -74.1% | 1,480 | $121K |
| REAP Financial Group, LLC | 0.03% | No change | 1,457 | $119K |
| Northwest Capital Management Inc | 0.05% | Reduce -11.9% | 1,356 | $111K |
| Fortitude Family Office, LLC | 0.04% | Add +0.1% | 1,351 | $111K |
| JNBA Financial Advisors | 0.01% | Reduce -42.6% | 1,288 | $106K |
| Missouri Trust & Investment Co | 0.04% | New | 1,230 | $101K |
| Bear Mountain Capital, Inc. | 0.04% | New | 1,225 | $101K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,211 | $99K |
| Grove Bank & Trust | 0.01% | No change | 1,200 | $98K |
| MilWealth Group LLC | 0.03% | New | 1,186 | $97K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,171 | $96K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +39.8% | 1,132 | $93K |
| Centerpoint Advisors, LLC | 0.03% | Add +8.3% | 1,121 | $92K |
| Ascentis Wealth Management, LLC | 0.03% | Reduce -35.0% | 1,044 | $86K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | Reduce -5.3% | 1,028 | $84K |
| Union Savings Bank | 0.04% | Reduce -55.1% | 1,019 | $84K |
| Financial Network Wealth Advisors LLC | 0.15% | New | 1,000 | $82K |
| Hemington Wealth Management | 0.02% | No change | 996 | $81K |
| Venturi Wealth Management, LLC | 0.00% | No change | 942 | $77K |
| Vestor Capital, LLC | 0.01% | No change | 943 | $77K |
| Eagle Bay Advisors LLC | 0.05% | Add +1.4% | 932 | $76K |
| Darwin Wealth Management, LLC | 0.03% | Reduce -22.7% | 925 | $76K |
| Rialto Wealth Management, LLC | 0.02% | — | 914 | $75K |
| Sandy Spring Bank | 0.00% | No change | 908 | $74K |
| Creative Financial Designs Inc. | 0.01% | Add +2.6% | 906 | $74K |
| Caitlin John, LLC | 0.05% | Reduce -5.5% | 899 | $74K |
| Logan Capital Management Inc. | 0.00% | Add +95.9% | 868 | $71K |
| Bristlecone Advisors, LLC | 0.01% | Reduce -13.1% | 820 | $67K |
| Global Trust Asset Management, LLC | 0.03% | No change | 819 | $67K |
| Bank of New Hampshire | 0.02% | No change | 811 | $66K |
| Addison Advisors LLC | 0.02% | Reduce -91.0% | 785 | $64K |
| Breakwater Investment Management | 0.03% | No change | 782 | $64K |
| Wingate Wealth Advisors, Inc. | 0.06% | — | 779 | $64K |
| AlphaMark Advisors, LLC | 0.03% | New | 770 | $63K |
| Horizon Investments, LLC | 0.00% | No change | 771 | $63K |
| Archer Investment Corp | 0.02% | Add +0.1% | 739 | $61K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -35.2% | 735 | $60K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $55K |
| Chilton Capital Management LLC | 0.00% | No change | 640 | $52K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -48.9% | 624 | $51K |
| IFS Advisors, LLC | 0.04% | No change | 600 | $49K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 600 | $49K |
| Granite FO LLC | 0.03% | No change | 580 | $48K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.9% | 578 | $47K |
| TCTC Holdings, LLC | 0.00% | No change | 570 | $47K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 555 | $45K |
| Creative Capital Management Investments LLC | 0.02% | New | 550 | $45K |
| Lindbrook Capital, LLC | 0.00% | Reduce -42.1% | 550 | $45K |
| Covestor Ltd | 0.03% | No change | 550 | $45K |
| Sound Income Strategies, LLC | 0.00% | Reduce -13.9% | 521 | $43K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $41K |
| McIlrath & Eck, LLC | 0.01% | No change | 491 | $40K |
| Bellwether Advisors, LLC | 0.01% | New | 477 | $39K |
| Colonial Trust Advisors | 0.00% | Reduce -18.9% | 450 | $37K |
| Beacon Capital Management, LLC | 0.00% | Reduce -0.2% | 450 | $37K |
| Roxbury Financial LLC | 0.03% | — | 439 | $36K |
| Sanctuary Wealth Management, L.L.C. | 0.02% | Reduce -99.8% | 441 | $36K |
| WR Wealth Planners, LLC | 0.01% | Reduce -41.4% | 432 | $35K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +162.2% | 409 | $34K |
| Y.D. More Investments Ltd | 0.00% | No change | 400 | $33K |
| Millstone Evans Group, LLC | 0.02% | — | 394 | $32K |
| Valley National Advisers Inc. | 0.01% | No change | 400 | $32K |
| Van Eck Associates Corp. | 0.00% | Add +92.1% | 390 | $32K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 383 | $31K |
| Golden State Wealth Management, LLC | 0.00% | — | 370 | $30K |
| Running Point Capital Advisors, LLC | 0.01% | Reduce -0.3% | 362 | $30K |
| Holos Integrated Wealth LLC | 0.02% | — | 355 | $29K |
| West Branch Capital LLC | 0.01% | Add +1.3% | 323 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 305 | $25K |
| Accredited Wealth Management, LLC | 0.02% | — | 300 | $25K |
| Bray Capital Advisors | 0.01% | No change | 295 | $24K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 280 | $23K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.4% | 279 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 275 | $23K |
| Anchor Investment Management, LLC | 0.00% | Reduce -47.2% | 274 | $22K |
| Tucker Asset Management LLC | 0.00% | Add +177.9% | 264 | $22K |
| WASHINGTON TRUST Co | 0.00% | No change | 260 | $21K |
| MidAtlantic Capital Management, Inc. | 0.01% | Add +8.8% | 248 | $20K |
| St Germain D J Co. Inc. | 0.00% | No change | 247 | $20K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 239 | $20K |
| High Note Wealth, LLC | 0.01% | New | 236 | $19K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -44.5% | 218 | $18K |
| Hara Capital LLC | 0.01% | No change | 200 | $16K |
| Howe & Rusling Inc. | 0.00% | No change | 191 | $16K |
| Colonial Trust Co / SC | 0.00% | Reduce -16.6% | 186 | $15K |
| Daiwa Securities Group Inc. | 0.00% | New | 179 | $15K |
| Rakuten Securities, Inc. | 0.01% | Reduce -20.3% | 181 | $15K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 173 | $14K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 172 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 170 | $14K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 159 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | No change | 135 | $11K |
| Independence Bank of Kentucky | 0.00% | New | 127 | $10K |
| Mather Group, Llc. | 0.00% | Add +22.3% | 126 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 119 | $10K |
| City State Bank | 0.00% | New | 106 | $9K |
| IMG Wealth Management, Inc. | 0.01% | — | 104 | $9K |
| Synergy Investment Management, LLC | 0.00% | — | 102 | $8K |
| New Republic Capital, LLC | 0.01% | No change | 100 | $8K |
| Transcendent Capital Group LLC | 0.00% | No change | 100 | $8K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 100 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 96 | $8K |
| Princeton Global Asset Management LLC | 0.00% | Reduce -54.1% | 95 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 92 | $8K |
| Pflug Koory, LLC | 0.00% | No change | 91 | $7K |
| Key Financial Inc | 0.00% | No change | 90 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 88 | $7K |
| First United Bank & Trust | 0.00% | Reduce -41.4% | 85 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -99.9% | 83 | $7K |
| Toth Financial Advisory Corp. | 0.00% | No change | 80 | $7K |
| Horizon Financial Services, LLC | 0.00% | Reduce -34.8% | 75 | $6K |
| 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 |
| CENTRAL TRUST Co | 0.00% | Reduce -88.2% | 65 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 65 | $5K |
| Sawyer & Company, Inc | 0.00% | No change | 65 | $5K |
| Wood Tarver Financial Group, LLC | 0.00% | — | 68 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 50 | $4K |
| Measured Risk Portfolios, Inc. | 0.00% | — | 47 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | Add +2.2% | 47 | $4K |
| Richardson Financial Services Inc. | 0.00% | Reduce -64.1% | 46 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 37 | $3K |
| Briaud Financial Planning Inc | 0.00% | No change | 42 | $3K |
| Ameriflex Group, Inc. | 0.00% | — | 33 | $3K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 22 | $2K |
| Abound Wealth Management | 0.00% | New | 19 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | Reduce -98.2% | 18 | $1K |
| Financial Gravity Companies, Inc. | 0.00% | Add +33.3% | 12 | $984 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 11 | $902 |
| Medallion Wealth Advisors, LLC | 0.00% | — | 10 | $820 |
| Lanark Financial, Inc. | 0.06% | — | 8 | $677 |
| Catherine Avery Investment Management LLC | 0.00% | — | 8 | $656 |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 5 | $410 |
| Integrity Financial Corp | 0.00% | No change | 5 | $410 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $85 |
"% 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.