iShares 1-3 Year Treasury BoSHYETF
13F holders, Q1 2025 (March 31)1,169holders −5
86new positions
79sold out
4famous investors
$82.73avg. 13F price*
At the end of Q1 2025, 1,169 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, down 5 from Q4 2024. 86 opened new positions and 79 sold out. The largest holders were Morgan Stanley ($2.8B), BlackRock, Inc. ($1.3B) and Bank of America Corp. ($988.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.2% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 86 | $150.8M |
| Exits | 79 | $201.1M |
All 13F filers, Q4 2024 → Q1 2025: 14,732,616 shares bought and 22,105,367 shares sold, net −7,372,751 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,169 holders
| Morgan Stanley | 0.20% | Reduce -2.6% | 33,619,624 | $2.8B |
| BlackRock, Inc. | 0.03% | Reduce -3.1% | 16,287,896 | $1.3B |
| Bank of America Corp. | 0.09% | Reduce -21.8% | 11,944,777 | $988.2M |
| JPMorgan Chase & Co. | 0.07% | Reduce -1.1% | 11,420,106 | $944.8M |
| Captrust Financial Advisors | 2.13% | Add +10.9% | 10,240,707 | $847.2M |
| LPL Financial LLC | 0.22% | Add +6.5% | 6,855,478 | $567.2M |
| UBS Group AG | 0.09% | Reduce -4.9% | 5,114,951 | $423.2M |
| Wells Fargo & Company | 0.10% | Reduce -7.5% | 5,074,843 | $419.8M |
| Raymond James Financial Inc. | 0.16% | Add +6.8% | 5,068,597 | $419.3M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -9.0% | 4,261,421 | $352.5M |
| Ameriprise Financial Inc. | 0.09% | Add +13.8% | 4,043,180 | $334.5M |
| Bank of New York Mellon Corp | 0.06% | Reduce -13.8% | 3,696,195 | $305.8M |
| Bank of Montreal | 0.16% | Reduce -29.4% | 3,656,301 | $302.5M |
| Pinebridge Investments, L.P. | 2.37% | Reduce -5.9% | 3,598,600 | $297.7M |
| Assetmark, Inc. | 0.72% | Reduce -22.0% | 3,180,718 | $263.1M |
| Royal Bank of Canada | 0.06% | Reduce -0.6% | 3,163,105 | $261.7M |
| Truist Financial Corp. | 0.40% | Add +10.5% | 3,032,043 | $250.8M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -3.4% | 2,763,700 | $228.6M |
| Cerity Partners LLC | 0.42% | Add +3.1% | 2,471,323 | $204.5M |
| PNC Financial Services Group, Inc. | 0.06% | Add +17.9% | 1,330,494 | $110.1M |
| Citigroup Inc. | 0.08% | Reduce -11.8% | 1,305,402 | $108.0M |
| Focus Partners Wealth | 0.27% | Add +0.6% | 1,287,588 | $106.5M |
| Advisors Preferred, LLC | 13.74% | Add +460.7% | 1,240,581 | $102.3M |
| Renaissance Technologies | 0.15% | Add +16.5% | 1,226,200 | $101.4M |
| Stifel Financial Corp. | 0.10% | Reduce -1.7% | 1,178,843 | $97.5M |
| Corient Private Wealth LP | 0.16% | Add +88.7% | 1,146,358 | $94.8M |
| Wealthfront Advisers LLC | 0.25% | Reduce -9.5% | 1,120,066 | $92.7M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +16.6% | 1,119,675 | $92.6M |
| Smithfield Trust Co | 4.56% | Add +5.1% | 1,099,425 | $91.0M |
| TD Private Client Wealth LLC | 2.09% | Reduce -4.9% | 918,698 | $76.0M |
| TFC Financial Management, Inc. | 11.15% | Add +2.3% | 880,742 | $72.9M |
| HighTower Advisors, LLC | 0.10% | Add +0.1% | 877,646 | $72.6M |
| MML Investors Services, LLC | 0.24% | Add +10.8% | 874,069 | $72.3M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +2745.4% | 873,709 | $72.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.0% | 863,397 | $71.4M |
| GM Advisory Group, LLC | 3.62% | Add +13.4% | 811,256 | $67.1M |
| US Bancorp \de | 0.09% | Add +1.1% | 808,913 | $66.9M |
| Osaic Holdings, Inc. | 0.14% | Reduce -28.8% | 741,966 | $61.4M |
| Alliancebernstein L.P. | 0.02% | Add +89.0% | 700,578 | $58.0M |
| Commonwealth Equity Services, LLC | 0.08% | Add +15.8% | 681,596 | $56.4M |
| AIA Group Ltd | 1.37% | Add +90.5% | 675,135 | $55.9M |
| Amundi | 0.02% | Add +8.1% | 670,200 | $55.4M |
| M&T Bank Corp | 0.20% | Add +3.1% | 664,458 | $55.0M |
| Clarity Financial LLC | 6.27% | Reduce -3.5% | 659,365 | $54.5M |
| Beacon Investment Advisory Services, Inc. | 2.54% | Add +0.6% | 655,942 | $54.3M |
| Lido Advisors, LLC | 0.32% | Add +115.3% | 647,344 | $53.6M |
| Stephens Inc. | 0.76% | Reduce -21.6% | 625,795 | $51.8M |
| Scopus Asset Management, L.P. | 1.85% | No change | 619,000 | $51.2M |
| Cetera Investment Advisers | 0.10% | Reduce -37.5% | 601,314 | $49.7M |
| Atwood & Palmer Inc. | 3.22% | Add +3.6% | 560,933 | $46.4M |
| Bleakley Financial Group, LLC | 1.44% | Reduce -1.3% | 540,922 | $44.8M |
| Element Pointe Advisors, LLC | 10.71% | Reduce -3.4% | 532,410 | $44.0M |
| Quent Capital, LLC | 4.61% | Add +1.6% | 530,690 | $43.9M |
| Victory Capital Management Inc. | 0.04% | Add +0.1% | 518,159 | $42.9M |
| Members Trust Co | 1.49% | Reduce -63.0% | 515,581 | $42.7M |
| Mesirow Financial Investment Management, Inc. | 0.81% | Add +106.5% | 507,326 | $42.0M |
| Guggenheim Capital LLC | 0.39% | Add +14.6% | 501,657 | $41.5M |
| Curi Capital, LLC | 1.01% | Reduce -37.0% | 492,509 | $40.7M |
| Mariner, LLC | 0.07% | Add +77.8% | 488,228 | $40.4M |
| Blueprint Investment Partners LLC | 6.86% | Add +6709.4% | 453,914 | $37.6M |
| America First Investment Advisors, LLC | 7.88% | Reduce -1.2% | 451,616 | $37.4M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -17.7% | 429,838 | $35.6M |
| Marks Wealth, LLC | 13.05% | New | 429,648 | $35.5M |
| Comerica Bank | 0.15% | Reduce -1.6% | 426,400 | $35.3M |
| Anchor Capital Advisors LLC | 1.04% | Reduce -0.9% | 421,275 | $34.9M |
| Bartlett & Co. Wealth Management LLC | 0.49% | Add +18.9% | 404,252 | $33.4M |
| Modern Wealth Management, LLC | 1.04% | Add +5.6% | 392,219 | $32.4M |
| Innova Wealth Partners | 19.52% | Add +47.5% | 380,718 | $31.5M |
| Fisher Asset Management | 0.01% | Add +31.1% | 380,660 | $31.5M |
| Fiduciary Group, LLC | 3.12% | Reduce -5.4% | 376,789 | $31.2M |
| SouthState Bank Corp | 1.41% | Add +56.1% | 372,832 | $30.8M |
| Wellspring Financial Advisors, LLC | 3.38% | Add +102.4% | 367,450 | $30.4M |
| Zacks Investment Management | 0.28% | Add +5.0% | 363,177 | $30.0M |
| Advisory Services Network, LLC | 0.58% | Add +6.8% | 362,785 | $30.0M |
| Evergreen Capital Management LLC | 1.00% | Reduce -12.6% | 359,072 | $29.7M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Reduce -17.3% | 357,979 | $29.6M |
| Edge Wealth Management LLC | 5.89% | Add +1.3% | 351,104 | $29.0M |
| Partners Capital Investment Group, LLP | 0.49% | Add +30.8% | 348,651 | $28.8M |
| Haverford Trust Co | 0.29% | Add +3.2% | 345,900 | $28.6M |
| Mizuho Markets Americas LLC | 0.62% | Add +994.4% | 342,646 | $28.3M |
| Mercer Global Advisors Inc. | 0.06% | Add +22.1% | 339,903 | $28.1M |
| Willis Johnson & Associates, Inc. | 2.13% | Reduce -0.6% | 339,366 | $28.1M |
| Keybank National Association | 0.11% | Add +13.1% | 337,405 | $27.9M |
| Synovus Financial Corp. | 0.35% | Add +139.3% | 324,374 | $26.8M |
| Strategic Investment Advisors / MI | 2.73% | Reduce -9.3% | 310,865 | $25.7M |
| Fifth Third Bancorp | 0.10% | Add +1.0% | 308,473 | $25.5M |
| OneDigital Investment Advisors LLC | 0.30% | Reduce -30.5% | 306,682 | $25.4M |
| Allianz SE | 0.68% | Add +1.9% | 306,419 | $25.4M |
| Jaffetilchin Investment Partners, LLC | 1.81% | Add +7.2% | 300,926 | $24.9M |
| Moment Partners, LLC | 4.72% | Add +5.9% | 287,895 | $23.8M |
| CWA Asset Management Group, LLC | 1.14% | Add +27.7% | 287,678 | $23.8M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -5.7% | 282,689 | $23.4M |
| Private Advisor Group, LLC | 0.14% | Reduce -56.0% | 281,682 | $23.3M |
| Peapack Gladstone Financial Corp. | 0.35% | Add +5.0% | 281,327 | $23.3M |
| United Capital Financial Advisors, LLC | 0.20% | Reduce -22.5% | 279,936 | $23.2M |
| Pinnacle Financial Partners Inc | 0.46% | Add +30.6% | 275,763 | $22.8M |
| Santa Clara Valley Transportation Authority | 22.52% | No change | 275,229 | $22.8M |
| Baird Financial Group, Inc. | 0.04% | Reduce -5.1% | 272,770 | $22.6M |
| Citadel Advisors | 0.02% | Add +78.6% | 272,753 | $22.6M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +4.5% | 263,490 | $21.8M |
| Orion Portfolio Solutions, LLC | 0.21% | Add +4.5% | 263,490 | $21.8M |
| Dakota Wealth Management | 0.51% | Reduce -21.6% | 261,424 | $21.6M |
| CX Institutional | 0.81% | Reduce -6.3% | 260,857 | $21.6M |
| HSBC Holdings PLC | 0.01% | Reduce -14.2% | 252,798 | $20.9M |
| Sigma Planning Corp | 0.66% | Add +6.8% | 250,256 | $20.7M |
| Dynamic Advisor Solutions LLC | 0.66% | Add +121.1% | 242,533 | $20.1M |
| Rockefeller Capital Management L.P. | 0.05% | Add +7.0% | 238,479 | $19.7M |
| Townsquare Capital LLC | 0.21% | Add +124.9% | 238,051 | $19.7M |
| Beam Wealth Advisors, Inc. | 6.58% | Reduce -2.2% | 235,690 | $19.5M |
| Royal Fund Management, LLC | 2.31% | New | 234,341 | $19.4M |
| Integrated Wealth Concepts LLC | 0.22% | Add +37.8% | 232,745 | $19.3M |
| Klaas Financial Asset Advisors, LLC | 3.32% | Add +2.0% | 232,693 | $19.3M |
| Nixon Peabody Trust Co. | 1.62% | Add +427.4% | 230,656 | $19.1M |
| O'shaughnessy Asset Management, LLC | 0.15% | Add +9.3% | 229,030 | $18.9M |
| Ashton Thomas Private Wealth, LLC | 0.71% | Add +319.1% | 224,282 | $18.6M |
| Barclays PLC | 0.01% | Reduce -57.9% | 217,595 | $18.0M |
| Lake Hills Wealth Management, LLC | 12.39% | Add +35.3% | 216,888 | $17.9M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -34.7% | 212,808 | $17.6M |
| Acorns Advisers, LLC | 0.16% | Add +0.3% | 207,401 | $17.2M |
| Insight 2811, Inc. | 8.71% | Reduce -4.8% | 207,387 | $17.2M |
| Cerity Partners OCIO LLC | 0.97% | Reduce -9.7% | 207,109 | $17.1M |
| Birchcreek Wealth Management, LLC | 10.77% | Add +7.3% | 206,309 | $17.1M |
| Gunma Bank,Ltd. | 5.46% | No change | 205,000 | $17.0M |
| Allspring Global Investments Holdings, LLC | 0.03% | No change | 204,711 | $16.9M |
| Scotia Capital Inc. | 0.09% | Add +94.7% | 203,771 | $16.9M |
| Kingsview Wealth Management, LLC | 0.31% | Add +7.9% | 195,920 | $16.2M |
| AdvisorNet Financial, Inc | 1.16% | Add +14.9% | 189,133 | $15.6M |
| Blueprint Financial Advisors LLC | 8.46% | — | 188,478 | $15.6M |
| Larson Financial Group LLC | 0.74% | Reduce -2.0% | 188,186 | $15.6M |
| MBL Wealth, LLC | 1.51% | Add +1.1% | 179,586 | $14.9M |
| SG Americas Securities, LLC | 0.05% | Add +17.7% | 174,645 | $14.4M |
| Creative Planning | 0.01% | Reduce -1.7% | 173,824 | $14.4M |
| Foundations Investment Advisors, LLC | 0.26% | Reduce -4.0% | 172,816 | $14.3M |
| Montag A & Associates Inc. | 0.72% | Reduce -6.2% | 172,758 | $14.3M |
| Traphagen Investment Advisors LLC | 1.45% | Reduce -6.7% | 167,605 | $13.9M |
| Leuthold Group, LLC | 1.78% | Add +38.3% | 165,860 | $13.7M |
| Wealthspire Retirement, LLC | 1.08% | Add +9.5% | 164,093 | $13.6M |
| Flputnam Investment Management Co. | 0.25% | Reduce -5.2% | 160,715 | $13.3M |
| BNP Paribas Financial Markets | 0.01% | Add +59.0% | 156,106 | $12.9M |
| Ballast, Inc. | 3.61% | Add +2.1% | 154,198 | $12.8M |
| Hughes Financial Services, LLC | 2.48% | Reduce -26.6% | 153,940 | $12.7M |
| Cwm, LLC | 0.05% | Reduce -0.7% | 151,798 | $12.6M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +270.2% | 151,467 | $12.5M |
| Atria Wealth Solutions, Inc. | 0.15% | Reduce -6.5% | 149,746 | $12.4M |
| Janney Montgomery Scott LLC | 0.04% | Add +13.8% | 149,460 | $12.4M |
| Ifrah Financial Services, Inc. | 3.53% | Add +2.7% | 148,499 | $12.3M |
| Capital Investment Services of America, Inc. | 1.21% | Reduce -1.4% | 144,839 | $12.0M |
| Ethos Financial Group, LLC | 1.15% | Add +13.1% | 144,712 | $12.0M |
| Tiaa Trust, National Association | 0.04% | Add +11.5% | 144,640 | $12.0M |
| Balefire, LLC | 4.02% | Reduce -2.5% | 141,945 | $11.7M |
| Money Design Co.,Ltd. | 0.58% | Add +2.2% | 139,818 | $11.6M |
| Ted Buchan & Co | 5.38% | Add +0.4% | 137,560 | $11.4M |
| Argent Advisors, Inc. | 3.80% | Reduce -3.3% | 137,098 | $11.3M |
| Aptus Capital Advisors, LLC | 0.13% | Reduce -23.0% | 134,227 | $11.1M |
| Broyhill Asset Management, LLC | 9.02% | Add +8.2% | 134,025 | $11.1M |
| StrongBox Wealth, LLC | 4.57% | Add +1.9% | 132,638 | $11.0M |
| Rovin Capital /Ut/ | 3.50% | Add +28.4% | 131,259 | $10.9M |
| NewEdge Advisors, LLC | 0.06% | Add +25.4% | 130,823 | $10.8M |
| Watchman Group, Inc. | 3.02% | Reduce -68.9% | 130,195 | $10.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +0.7% | 130,074 | $10.8M |
| James Investment Research, Inc. | 1.34% | Reduce -1.3% | 127,961 | $10.6M |
| Net Worth Advisory Group | 3.32% | Reduce -0.3% | 127,579 | $10.6M |
| White Pine Investment CO | 2.79% | Add +4.6% | 125,466 | $10.4M |
| Camden National Bank | 1.53% | Add +6.2% | 124,887 | $10.3M |
| 1832 Asset Management L.P. | 0.02% | Reduce -0.3% | 123,380 | $10.2M |
| Salomon & Ludwin, LLC | 1.07% | Add +11.7% | 121,258 | $10.0M |
| Brookstone Capital Management | 0.14% | Add +1.1% | 119,283 | $9.9M |
| Sumitomo Mitsui Financial Group, Inc. | 0.18% | Add +16.2% | 116,999 | $9.7M |
| Farther Finance Advisors, LLC | 0.25% | Add +2.3% | 117,117 | $9.7M |
| Dock Street Asset Management Inc. | 1.14% | Add +2.7% | 116,645 | $9.7M |
| Equitable Holdings, Inc. | 0.09% | Add +36.2% | 115,863 | $9.6M |
| DT Investment Partners, LLC | 0.92% | Reduce -23.8% | 115,551 | $9.6M |
| Ritholtz Wealth Management | 0.29% | Add +22.5% | 115,347 | $9.5M |
| Perigon Wealth Management, LLC | 0.24% | Reduce -12.1% | 114,816 | $9.5M |
| SevenBridge Financial Group, LLC | 1.86% | Reduce -25.5% | 114,565 | $9.4M |
| Beacon Financial Group | 1.01% | Add +843.4% | 111,665 | $9.2M |
| Tompkins Financial Corp. | 0.88% | Add +10.5% | 111,083 | $9.2M |
| Proficio Capital Partners LLC | 0.71% | Add +3.0% | 110,806 | $9.2M |
| Premier Path Wealth Partners, LLC | 1.42% | Add +7.7% | 110,532 | $9.1M |
| Stock Yards Bank & Trust Co. | 0.32% | Add +27.1% | 109,613 | $9.1M |
| Jones Financial Companies LLLP | 0.01% | Add +46.2% | 109,511 | $9.1M |
| Spartan Planning & Wealth Management | 8.74% | New | 108,957 | $9.0M |
| Ancora Advisors LLC | 0.20% | Reduce -0.9% | 108,912 | $9.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -51.0% | 108,621 | $9.0M |
| DAVENPORT & Co LLC | 0.05% | Reduce -37.8% | 105,919 | $8.8M |
| JFS Wealth Advisors, LLC | 0.58% | Add +5.9% | 103,582 | $8.6M |
| ADAR1 Capital Management, LLC | 1.69% | New | 103,337 | $8.5M |
| Pure Financial Advisors, LLC | 0.18% | Add +23.3% | 103,009 | $8.5M |
| World Investment Advisors | 0.22% | Add +2.2% | 102,316 | $8.5M |
| Corebridge Financial, Inc. | 0.05% | No change | 102,300 | $8.5M |
| National Bank of Canada | 0.01% | Add +28.8% | 102,152 | $8.4M |
| Graybill Wealth Management, LTD. | 2.88% | — | 101,599 | $8.4M |
| Alterna Wealth Management, Inc. | 6.32% | Add +12.5% | 100,700 | $8.3M |
| Morris Financial Concepts, Inc. | 3.49% | Add +4.2% | 100,673 | $8.3M |
| Everstar Asset Management, LLC | 5.49% | Add +14.3% | 100,194 | $8.3M |
| Pathstone Holdings, LLC | 0.04% | Reduce -70.7% | 99,701 | $8.2M |
| Future You Wealth LLC | 5.17% | Add +12.7% | 97,635 | $8.1M |
| Van Hulzen Asset Management, LLC | 0.73% | Add +0.1% | 96,645 | $8.0M |
| Eq LLC | 3.67% | Add +56.3% | 94,917 | $7.9M |
| Symmetry Partners, LLC | 1.09% | Add +5.8% | 94,887 | $7.9M |
| Independence Financial Advisors, LLC | 2.97% | — | 94,421 | $7.8M |
| Cabot Wealth Management Inc. | 0.99% | Add +56.2% | 93,600 | $7.7M |
| Cascade Financial Partners, LLC | 0.97% | Add +27.4% | 92,769 | $7.7M |
| Mutual Advisors, LLC | 0.22% | Add +2.3% | 92,147 | $7.6M |
| Focus Financial Network, Inc. | 0.31% | Reduce -0.8% | 91,710 | $7.6M |
| Beacon Wealthcare LLC | 3.07% | Add +1.7% | 91,199 | $7.5M |
| Eley Financial Management, Inc | 3.02% | Reduce -0.5% | 91,233 | $7.5M |
| Clearstead Advisors, LLC | 0.12% | Reduce -12.2% | 90,271 | $7.5M |
| Syntax Research, Inc. | 5.10% | Add +10.0% | 89,338 | $7.4M |
| National Philanthropic Trust | 0.12% | Reduce -15.5% | 89,293 | $7.4M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -10.4% | 89,191 | $7.4M |
| Sanctuary Advisors, LLC | 0.05% | Add +2.2% | 88,951 | $7.4M |
| NBT Bank, N.A. | 0.53% | Reduce -3.3% | 88,723 | $7.3M |
| Oppenheimer & Co. Inc. | 0.11% | Reduce -10.1% | 87,551 | $7.2M |
| Patriot Investment Management Group, Inc. | 0.53% | Add +0.5% | 85,601 | $7.1M |
| Pointe Capital Management LLC | 4.13% | Add +3.4% | 85,283 | $7.1M |
| Tower Research Capital LLC (TRC) | 0.21% | New | 85,132 | $7.0M |
| MAI Capital Management | 0.05% | Reduce -2.8% | 84,977 | $7.0M |
| BayBridge Capital Group, LLC | 5.03% | Add +5.5% | 84,499 | $7.0M |
| TD Waterhouse Canada Inc. | 0.06% | Reduce -12.1% | 84,650 | $7.0M |
| Independent Solutions Wealth Management, LLC | 1.56% | Add +1.1% | 84,293 | $7.0M |
| Durante & Waters, LLC | 5.85% | Reduce -3.5% | 84,123 | $7.0M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Reduce -1.7% | 83,375 | $6.9M |
| Mount Lucas Management LP | 3.22% | Reduce -58.3% | 82,817 | $6.9M |
| Gemmer Asset Management LLC | 0.68% | Add +1.1% | 82,023 | $6.8M |
| Efficient Advisors, LLC | 0.44% | Reduce -10.2% | 81,812 | $6.8M |
| Navellier & Associates Inc. | 0.93% | New | 81,211 | $6.7M |
| Dogwood Wealth Management LLC | 3.49% | Add +6.5% | 80,265 | $6.6M |
| Bearing Point Capital, LLC | 1.40% | Reduce -34.9% | 79,540 | $6.6M |
| Values First Advisors, Inc. | 3.83% | Reduce -1.8% | 79,337 | $6.6M |
| Kooman & Associates | 2.39% | Reduce -1.5% | 78,799 | $6.5M |
| Arvest Investments, Inc. | 1.03% | Add +1.5% | 78,610 | $6.5M |
| Silver Oak Securities, Incorporated | 0.60% | Add +4.3% | 78,127 | $6.5M |
| Fortis Group Advisors, LLC | 1.24% | Reduce -4.6% | 77,361 | $6.4M |
| Leavell Investment Management, Inc. | 0.31% | Add +0.9% | 76,145 | $6.3M |
| Sterling Manor Financial, LLC | 4.48% | Add +9.5% | 75,788 | $6.3M |
| Betterment LLC | 0.01% | Reduce -67.9% | 75,756 | $6.3M |
| Boltwood Capital Management | 1.90% | Add +4.4% | 75,660 | $6.3M |
| US Financial Advisors, LLC | 1.84% | Reduce -1.9% | 75,343 | $6.2M |
| HRT Financial LP | 0.04% | New | 75,335 | $6.2M |
| Little House Capital LLC | 1.71% | Add +138.6% | 75,243 | $6.2M |
| Midwest Heritage Bank, FSB | 2.56% | Add +16.3% | 75,196 | $6.2M |
| Integrated Advisors Network LLC | 0.31% | Reduce -22.5% | 75,064 | $6.2M |
| Retirement Systems of Alabama | 0.02% | Add +3.6% | 74,575 | $6.2M |
| Cerro Pacific Wealth Advisors LLC | 2.00% | Add +2.1% | 75,139 | $6.2M |
| Checchi Capital Advisers, LLC | 0.43% | Add +4.9% | 74,320 | $6.1M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +15.2% | 74,227 | $6.1M |
| Buttonwood Financial Advisors Inc. | 2.68% | Add +5.0% | 73,622 | $6.1M |
| Ascent Group, LLC | 0.26% | Add +17.1% | 73,313 | $6.1M |
| Flagship Private Wealth, LLC | 2.89% | Add +110.1% | 73,274 | $6.1M |
| Capasso Planning Partners LLC | 2.53% | Add +9.4% | 73,026 | $6.0M |
| &partners | 0.06% | Reduce -18.8% | 72,844 | $6.0M |
| Waverly Advisors, LLC | 0.07% | Add +2.0% | 72,753 | $6.0M |
| Biltmore Family Office, LLC | 1.01% | Reduce -1.3% | 71,814 | $5.9M |
| Vigilare Wealth Management | 2.37% | Reduce -22.7% | 71,732 | $5.9M |
| Worth Asset Management, LLC | 3.21% | New | 71,129 | $5.9M |
| Jane Street Group, LLC | 0.01% | Add +2453.2% | 70,597 | $5.8M |
| Glenview Trust Co | 0.11% | Reduce -14.9% | 70,475 | $5.8M |
| D.A. Davidson & Co. | 0.05% | Add +150.2% | 69,529 | $5.8M |
| Modus Advisors, LLC | 1.84% | Reduce -2.4% | 67,892 | $5.6M |
| Sugar Maple Asset Management, LLC | 4.40% | Reduce -12.2% | 67,637 | $5.6M |
| Geneos Wealth Management Inc. | 0.19% | Add +2.9% | 67,528 | $5.6M |
| Angeles Wealth Management, LLC | 0.46% | Add +16.0% | 66,293 | $5.5M |
| Strategic Blueprint, LLC | 0.30% | Add +1514.4% | 66,110 | $5.5M |
| Sequent Planning LLC | 1.96% | Add +11.6% | 65,808 | $5.4M |
| Rational Advisors, Inc. | 0.56% | Add +774.5% | 64,575 | $5.3M |
| Spire Wealth Management | 0.17% | Add +1.3% | 63,979 | $5.3M |
| MFA Wealth Services | 4.34% | Add +5.2% | 63,798 | $5.3M |
| Empowered Funds, LLC | 0.07% | Add +195.3% | 63,097 | $5.2M |
| Alamar Capital Management, LLC | 3.09% | Add +182.1% | 62,833 | $5.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +37.8% | 62,736 | $5.2M |
| Country Club Bank | 0.35% | Reduce -0.2% | 62,716 | $5.2M |
| Retirement Financial Solutions, LLC | 2.00% | Add +22.8% | 62,073 | $5.1M |
| Fortem Financial Group, LLC | 1.98% | Reduce -31.1% | 61,369 | $5.1M |
| Private Management Group Inc. | 0.18% | Reduce -6.9% | 60,956 | $5.0M |
| Blair William & Co. | 0.02% | Add +1.5% | 60,888 | $5.0M |
| NorthCrest Asset Manangement, LLC | 0.15% | Reduce -6.2% | 60,390 | $5.0M |
| Snowden Capital Advisors LLC | 0.16% | Add +7.9% | 60,221 | $5.0M |
| Schroder Investment Management Group | 0.00% | Add +11.2% | 58,877 | $4.9M |
| First Heartland Consultants, Inc. | 0.50% | Add +50.9% | 58,621 | $4.8M |
| UMB Bank, n.a. | 0.08% | Add +23.8% | 58,589 | $4.8M |
| PCG Asset Management, LLC | 4.51% | Reduce -2.3% | 58,297 | $4.8M |
| Koa Wealth Management, LLC | 3.88% | Reduce -1.9% | 58,136 | $4.8M |
| Accurate Wealth Management, LLC | 0.92% | New | 58,283 | $4.8M |
| Trek Financial, LLC | 0.35% | Add +19.0% | 57,903 | $4.8M |
| MinichMacGregor Wealth Management, LLC | 1.06% | Add +22.1% | 57,380 | $4.7M |
| Cambiar Investors LLC | 0.20% | Reduce -19.0% | 56,928 | $4.7M |
| MBA Advisors LLC | 2.32% | Add +3.3% | 56,687 | $4.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.93% | Reduce -4.2% | 56,427 | $4.7M |
| Enclave Advisors LLC | 0.79% | Add +3.5% | 55,942 | $4.6M |
| Brady Family Wealth, LLC | 1.47% | Add +2.7% | 55,675 | $4.6M |
| Well Done, LLC | 0.83% | Reduce -18.6% | 55,973 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +0.5% | 54,992 | $4.5M |
| Great Lakes Retirement, Inc. | 0.59% | Reduce -4.8% | 54,516 | $4.5M |
| Citizens Financial Group Inc. | 0.09% | Add +2.4% | 54,460 | $4.5M |
| Money Concepts Capital Corp. | 0.33% | Add +8.3% | 53,811 | $4.5M |
| SigFig Wealth Management, LLC | 0.16% | Reduce -0.3% | 53,243 | $4.5M |
| HCR Wealth Advisors | 0.58% | Reduce -7.8% | 53,727 | $4.4M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -21.6% | 53,519 | $4.4M |
| Apella Capital, LLC | 0.15% | Reduce -13.9% | 53,278 | $4.4M |
| Aua Capital Management, LLC | 2.86% | Reduce -0.6% | 53,078 | $4.4M |
| Crescent Grove Advisors, LLC | 0.46% | Add +13.9% | 52,912 | $4.4M |
| Prepared Retirement Institute LLC | 2.78% | Reduce -14.8% | 52,697 | $4.4M |
| Arete Wealth Advisors, LLC | 0.33% | Reduce -6.3% | 52,567 | $4.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.6% | 52,171 | $4.3M |
| Timelo Investment Management Inc. | 18.90% | Reduce -62.5% | 52,100 | $4.3M |
| One Day In July LLC | 0.42% | Add +6.0% | 50,937 | $4.2M |
| Sandbox Financial Partners, LLC | 1.48% | New | 50,518 | $4.2M |
| Private Advisory Group LLC | 0.48% | Reduce -14.5% | 50,345 | $4.2M |
| Parallel Advisors, LLC | 0.09% | Add +0.8% | 48,519 | $4.0M |
| KFA Private Wealth Group, LLC | 1.39% | Add +22.1% | 48,071 | $4.0M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +90.0% | 47,926 | $4.0M |
| CBM Financial, LLC | 3.20% | — | 47,815 | $3.9M |
| Stratos Wealth Advisors, LLC | 0.22% | Reduce -2.6% | 47,552 | $3.9M |
| Becker Capital Management Inc. | 0.13% | Add +1.1% | 47,258 | $3.9M |
| Principia Wealth Advisory, LLC | 3.76% | Add +32.3% | 47,228 | $3.9M |
| Northern Trust Corp. | 0.00% | Reduce -58.2% | 45,939 | $3.8M |
| Shira Ridge Wealth Management | 1.89% | Reduce -2.3% | 45,789 | $3.8M |
| CPR Investments Inc. | 3.34% | Add +27.5% | 45,530 | $3.8M |
| Strata Wealth Advisors, LLC | 1.16% | Add +8.5% | 44,980 | $3.7M |
| Franklin Resources Inc. | 0.00% | Add +1.7% | 44,823 | $3.7M |
| Topel & Distasi Wealth Management, LLC | 1.72% | Reduce -1.2% | 44,595 | $3.7M |
| Advisor Resource Council | 0.29% | Add +721.3% | 44,056 | $3.6M |
| Dohj, LLC | 0.82% | New | 43,348 | $3.6M |
| Eagle Global Advisors LLC | 0.15% | Reduce -89.9% | 43,065 | $3.6M |
| Transform Wealth, LLC | 0.21% | Reduce -1.0% | 42,845 | $3.5M |
| Kiker Wealth Management, LLC | 2.41% | Add +15.4% | 42,758 | $3.5M |
| Wealthcare Advisory Partners LLC | 0.09% | Add +58.5% | 42,596 | $3.5M |
| Bison Wealth, LLC | 0.33% | New | 42,376 | $3.5M |
| Prospera Financial Services Inc | 0.08% | Reduce -10.6% | 42,542 | $3.5M |
| Patten & Patten Inc. | 0.24% | Add +6.1% | 42,472 | $3.5M |
| Marex Group Ltd | 0.07% | Reduce -15.1% | 42,462 | $3.5M |
| WESCAP Management Group, Inc. | 0.85% | Add +106.8% | 42,360 | $3.5M |
| Essential Planning, LLC. | 1.41% | Reduce -98.3% | 42,284 | $3.5M |
| Quadrant Capital Group LLC | 0.13% | Reduce -11.1% | 41,787 | $3.5M |
| Winch Advisory Services, LLC | 0.91% | Reduce -0.1% | 41,508 | $3.4M |
| Performance Wealth Partners, LLC | 0.12% | Add +0.3% | 41,314 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +7.6% | 41,307 | $3.4M |
| Arkadios Wealth Advisors | 0.13% | Add +222.4% | 41,248 | $3.4M |
| Sykon Capital LLC | 1.29% | New | 41,172 | $3.4M |
| Rothschild Wealth LLC | 0.95% | Reduce -12.2% | 41,003 | $3.4M |
| Axxcess Wealth Management, LLC | 0.09% | Add +0.0% | 40,684 | $3.4M |
| Fidelity D & D Bancorp Inc. | 2.18% | Add +0.5% | 40,012 | $3.3M |
| Global Endowment Management, LP | 0.43% | Reduce -64.0% | 40,000 | $3.3M |
| Millennium Management | 0.00% | Add +135.1% | 39,563 | $3.3M |
| Ascentis Independent Advisors | 0.65% | Reduce -10.6% | 39,431 | $3.3M |
| Investment House LLC | 0.18% | Reduce -31.9% | 39,147 | $3.2M |
| American Investment Services, Inc. | 0.57% | Add +2.1% | 39,032 | $3.2M |
| Harbor Investment Advisory, LLC | 0.31% | Reduce -1.8% | 38,988 | $3.2M |
| Presilium Private Wealth, LLC | 0.72% | Reduce -2.9% | 38,952 | $3.2M |
| Councilor Wealth, LLC | 1.58% | Add +13.8% | 38,288 | $3.2M |
| CreativeOne Wealth, LLC | 0.09% | Add +2.1% | 38,280 | $3.2M |
| Fiduciary Trust Co | 0.04% | Add +0.7% | 38,184 | $3.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.03% | Reduce -55.4% | 37,978 | $3.2M |
| Wealthspire Advisors, LLC | 0.02% | Add +221.2% | 37,640 | $3.1M |
| All Terrain Financial Advisors, LLC | 1.21% | Add +7.2% | 37,568 | $3.1M |
| Peoples Bank | 2.03% | Add +0.7% | 37,316 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -3.7% | 37,108 | $3.1M |
| Pure Portfolios Holdings LLC | 1.12% | Add +5.2% | 36,951 | $3.1M |
| Single Point Partners, LLC | 0.71% | Add +1.6% | 36,478 | $3.0M |
| Regal Investment Advisors LLC | 0.24% | Reduce -9.3% | 36,135 | $3.0M |
| Keel Point, LLC | 0.23% | Reduce -34.9% | 36,129 | $3.0M |
| Compound Planning, Inc. | 0.14% | Add +34.7% | 35,926 | $3.0M |
| Independent Financial Group, LLC | 0.10% | Add +0.9% | 35,782 | $3.0M |
| AE Wealth Management LLC | 0.02% | Reduce -9.4% | 35,389 | $2.9M |
| Financial Management Network Inc. | 0.65% | Add +10.3% | 35,169 | $2.9M |
| Peak Asset Management, LLC | 0.55% | Reduce -0.9% | 35,087 | $2.9M |
| Transamerica Financial Advisors, LLC | 0.30% | Reduce -25.6% | 34,990 | $2.9M |
| Wealthedge Investment Advisors, LLC | 1.29% | Add +16.5% | 34,446 | $2.8M |
| Hollow Brook Wealth Management LLC | 0.84% | Reduce -3.9% | 34,414 | $2.8M |
| Wescott Financial Advisory Group, LLC | 0.29% | Add +4.2% | 34,367 | $2.8M |
| Wick Capital Partners, LLC | 0.85% | Reduce -23.0% | 34,337 | $2.8M |
| Investment Advisory Group, LLC | 0.94% | Add +5.3% | 34,147 | $2.8M |
| Magnus Financial Group LLC | 0.27% | Reduce -7.2% | 34,041 | $2.8M |
| Aries Wealth Management | 0.76% | Add +29.1% | 33,690 | $2.8M |
| New Insight Wealth Advisors | 1.25% | Add +8.3% | 33,345 | $2.8M |
| Stonebridge Financial Group, LLC | 0.29% | Add +36.6% | 33,189 | $2.7M |
| GWN Securities Inc. | 0.15% | Add +226.6% | 33,140 | $2.7M |
| Gladstone Institutional Advisory LLC | 0.13% | Add +8.8% | 32,898 | $2.7M |
| Carr Financial Group Corp | 0.89% | Reduce -74.8% | 32,710 | $2.7M |
| Perennial Advisors, LLC | 0.54% | Add +39.7% | 32,416 | $2.7M |
| Samalin Investment Counsel, LLC | 1.09% | Reduce -0.1% | 32,351 | $2.7M |
| Wealthcare Capital Management LLC | 0.27% | Add +1.1% | 32,304 | $2.7M |
| Capital Analysts, LLC | 0.10% | Add +66.3% | 32,293 | $2.7M |
| Berkshire Asset Management LLC | 0.13% | Reduce -4.5% | 32,147 | $2.7M |
| Commerce Bank | 0.02% | Add +22.7% | 32,024 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.20% | Reduce -1.7% | 31,810 | $2.6M |
| Hudock, Inc. | 0.46% | Add +5.4% | 31,753 | $2.6M |
| Chesley Taft & Associates LLC | 0.13% | Add +2.1% | 31,725 | $2.6M |
| Tru Independence Asset Management 2, LLC | 1.96% | Reduce -12.9% | 31,658 | $2.6M |
| Headinvest, LLC | 0.51% | Reduce -1.9% | 31,643 | $2.6M |
| Gallagher Fiduciary Advisors, LLC | 0.09% | Add +10.8% | 31,625 | $2.6M |
| Family Wealth Partners, LLC | 1.19% | Reduce -3.6% | 31,418 | $2.6M |
| Archford Capital Strategies, LLC | 0.37% | Reduce -1.3% | 30,932 | $2.6M |
| Bfsg, LLC | 0.31% | Add +0.4% | 30,881 | $2.6M |
| Prudential PLC | 0.01% | Add +757.1% | 30,854 | $2.6M |
| Laurel Wealth Advisors LLC | 0.40% | Reduce -2.8% | 30,729 | $2.5M |
| Westside Investment Management, Inc. | 0.54% | Reduce -1.0% | 30,548 | $2.5M |
| Tillman Hartley LLC | 0.73% | No change | 30,483 | $2.5M |
| Cibc World Market Inc. | 0.01% | Add +31.0% | 30,435 | $2.5M |
| Charter Oak Capital Management, LLC | 0.23% | Reduce -2.0% | 30,412 | $2.5M |
| Principal Securities, Inc. | 0.06% | No change | 30,686 | $2.5M |
| Martin Capital Partners, LLC | 3.01% | Reduce -3.0% | 30,394 | $2.5M |
| Vernal Point Advisors, LLC | 1.66% | Reduce -63.1% | 30,375 | $2.5M |
| IHT Wealth Management, LLC | 0.08% | Reduce -2.7% | 30,115 | $2.5M |
| Irenic Capital Management LP | 0.39% | Add +400.0% | 30,000 | $2.5M |
| Russell Investments Group, Ltd. | 0.00% | No change | 30,000 | $2.5M |
| Nwam LLC | 0.21% | Add +6.4% | 29,965 | $2.5M |
| StoneX Group Inc. | 0.13% | Reduce -1.1% | 29,650 | $2.5M |
| J. Safra Sarasin Holding AG | 0.04% | Add +1.7% | 29,587 | $2.4M |
| Noble Family Wealth, LLC | 0.67% | Reduce -7.2% | 29,499 | $2.4M |
| RMR Wealth Builders | 0.26% | Reduce -1.6% | 29,499 | $2.4M |
| Family Firm, Inc. | 0.54% | Add +7.0% | 29,351 | $2.4M |
| EPG Wealth Management LLC | 0.67% | Reduce -0.7% | 29,109 | $2.4M |
| Financial Advocates Investment Management | 0.17% | Reduce -10.8% | 28,992 | $2.4M |
| Alliance Wealth Advisors, LLC | 0.62% | Reduce -33.3% | 28,909 | $2.4M |
| Blue Fin Capital, Inc. | 0.46% | Add +0.1% | 28,578 | $2.4M |
| Motiv8 Investments LLC | 1.56% | Add +23.1% | 28,511 | $2.4M |
| PMG Wealth Management, Inc. | 2.49% | Add +1.2% | 28,482 | $2.3M |
| Bright Futures Wealth Management, LLC. | 2.60% | Reduce -10.2% | 28,321 | $2.3M |
| Palumbo Wealth Management LLC | 0.78% | Add +166.5% | 28,078 | $2.3M |
| Christensen, King & Associates Investment Services, Inc. | 1.10% | Add +9.8% | 28,081 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +32.7% | 27,970 | $2.3M |
| Penobscot Investment Management Company, Inc. | 0.22% | Reduce -2.6% | 27,962 | $2.3M |
| LifeGuide Financial Advisors, LLC | 0.94% | Reduce -2.5% | 27,789 | $2.3M |
| Cary Street Partners Financial LLC | 0.07% | Add +15.1% | 27,617 | $2.3M |
| RFG Advisory, LLC | 0.06% | Add +5.3% | 27,464 | $2.3M |
| Oak Associates Ltd. | 0.17% | New | 27,401 | $2.3M |
| MMBG Investment Advisors Co. | 0.25% | Add +3.8% | 27,254 | $2.3M |
| SeaBridge Investment Advisors LLC | 0.48% | Reduce -6.3% | 27,089 | $2.2M |
| Community Bank, N.A. | 0.30% | Add +2.4% | 26,833 | $2.2M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -8.8% | 26,485 | $2.2M |
| Stephen J. Garry & Associates, LLC | 2.05% | Add +9.1% | 26,457 | $2.2M |
| PKS Advisory Services, LLC | 0.59% | Add +55.9% | 26,273 | $2.2M |
| Counterweight Ventures, LLC | 1.56% | Add +1.1% | 26,262 | $2.2M |
| EFG Asset Management (Americas) Corp. | 0.43% | Reduce -7.1% | 25,758 | $2.1M |
| MV Capital Management, Inc. | 0.23% | Add +14.2% | 25,571 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Reduce -1.6% | 25,472 | $2.1M |
| Bulltick Wealth Management, LLC | 0.56% | Reduce -58.2% | 25,388 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +12.2% | 25,258 | $2.1M |
| Welch Group, LLC | 0.09% | Add +26.4% | 25,192 | $2.1M |
| LFA - Lugano Financial Advisors SA | 1.39% | Reduce -1.5% | 24,771 | $2.0M |
| 4J Wealth Management LLC | 1.61% | Reduce -0.1% | 24,715 | $2.0M |
| Rothschild Investment LLC | 0.14% | Add +5.7% | 24,515 | $2.0M |
| Insigneo Advisory Services, LLC | 0.21% | Add +481.8% | 24,477 | $2.0M |
| Avior Wealth Management, LLC | 0.08% | Reduce -2.7% | 24,328 | $2.0M |
| Phillips Financial Management, LLC | 0.15% | Reduce -0.2% | 24,169 | $2.0M |
| D L Carlson Investment Group Inc. | 0.38% | Reduce -5.0% | 24,134 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Add +0.0% | 24,087 | $2.0M |
| Cahaba Wealth Management, Inc. | 0.16% | Add +0.6% | 23,851 | $2.0M |
| Global Assets Advisory, LLC | 0.37% | New | 23,548 | $1.9M |
| Wolverine Trading, LLC | 0.06% | New | 23,435 | $1.9M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -19.6% | 23,382 | $1.9M |
| Sierra Legacy Group | 1.76% | Reduce -6.7% | 23,380 | $1.9M |
| Pacific Financial Group Inc. | 1.56% | Reduce -9.6% | 23,298 | $1.9M |
| Mascoma Wealth Management LLC | 0.48% | No change | 23,272 | $1.9M |
| K.J. Harrison & Partners Inc | 0.38% | No change | 23,200 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +19.4% | 23,189 | $1.9M |
| Patten Group, Inc. | 0.44% | Reduce -0.6% | 23,177 | $1.9M |
| Voya Financial Advisors, Inc. | 0.21% | Reduce -24.6% | 22,845 | $1.9M |
| First Community Trust NA | 1.65% | Reduce -0.0% | 22,800 | $1.9M |
| Ameritas Advisory Services, LLC | 0.08% | Add +4.0% | 22,975 | $1.9M |
| Platform Technology Partners | 0.55% | Reduce -6.8% | 22,662 | $1.9M |
| Integras Partners LLC | 1.79% | Add +22.9% | 22,554 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.04% | No change | 22,558 | $1.9M |
| SkyView Investment Advisors, LLC | 0.28% | New | 22,533 | $1.9M |
| Capital Advisory Group Advisory Services, LLC | 0.71% | Reduce -14.5% | 22,457 | $1.9M |
| Whitcomb & Hess, Inc. | 0.56% | Add +1.0% | 22,393 | $1.9M |
| Csenge Advisory Group | 0.10% | Add +24.5% | 22,193 | $1.8M |
| Simplicity Wealth,LLC | 0.14% | Add +151.0% | 21,999 | $1.8M |
| TRUE Private Wealth Advisors | 0.22% | Reduce -0.3% | 21,948 | $1.8M |
| PFG Investments, LLC | 0.12% | Reduce -6.6% | 21,917 | $1.8M |
| Diversify Wealth Management, LLC | 0.13% | Add +87.5% | 21,628 | $1.8M |
| Dorsey & Whitney Trust CO LLC | 0.10% | Add +0.8% | 21,686 | $1.8M |
| Greenspring Advisors, LLC | 0.42% | Add +2.2% | 21,634 | $1.8M |
| Coppell Advisory Solutions LLC | 0.25% | Add +69.5% | 18,565 | $1.8M |
| Apollon Wealth Management, LLC | 0.04% | Add +0.6% | 21,474 | $1.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.14% | New | 21,498 | $1.8M |
| Camelot Technology Advisors, Inc. | 1.64% | Reduce -3.5% | 21,411 | $1.8M |
| Main Management LLC | 0.15% | Reduce -90.8% | 21,214 | $1.8M |
| CW Advisors, LLC | 0.02% | Add +11.0% | 21,148 | $1.7M |
| Midwest Professional Planners, LTD. | 0.54% | Add +16.0% | 20,989 | $1.7M |
| Modera Wealth Management, LLC | 0.02% | Reduce -19.2% | 20,980 | $1.7M |
| Freestate Advisors LLC | 1.72% | Reduce -18.4% | 20,979 | $1.7M |
| Continuum Advisory, LLC | 0.22% | Add +0.1% | 20,941 | $1.7M |
| GLOBALT Investments LLC / GA | 0.07% | Reduce -9.4% | 20,930 | $1.7M |
| Level Four Advisory Services, LLC | 0.07% | Add +56.2% | 20,904 | $1.7M |
| Heck Capital Advisors, LLC | 0.19% | Add +153.5% | 20,862 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -2.2% | 20,748 | $1.7M |
| Nvwm, LLC | 0.45% | Add +4.8% | 20,678 | $1.7M |
| Park Edge Advisors, LLC | 0.47% | Reduce -19.9% | 20,604 | $1.7M |
| Plan Group Financial, LLC | 0.61% | Add +12.3% | 20,509 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.58% | Add +0.1% | 20,329 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -69.2% | 20,235 | $1.7M |
| SpringVest Wealth Management LLC | 1.38% | Add +3.9% | 20,174 | $1.7M |
| Verus Capital Partners, LLC | 0.17% | Add +9.6% | 20,031 | $1.7M |
| TFB Advisors LLC | 0.48% | Reduce -22.9% | 20,007 | $1.7M |
| Ssa Swiss Advisors AG | 0.85% | — | 19,971 | $1.7M |
| Lodestar Private Asset Management LLC | 0.21% | Reduce -1.5% | 19,862 | $1.6M |
| Acorn Wealth Advisors, LLC | 0.68% | Add +2.1% | 19,856 | $1.6M |
| King Wealth Management Group | 0.25% | Reduce -3.8% | 19,679 | $1.6M |
| United Asset Strategies, Inc. | 0.15% | Add +125.6% | 19,508 | $1.6M |
| NDWM LLC | 1.58% | Add +11.2% | 19,491 | $1.6M |
| Strategies Wealth Advisors, LLC | 0.20% | Add +370.7% | 19,366 | $1.6M |
| TriaGen Wealth Management LLC | 0.56% | Add +10.4% | 19,295 | $1.6M |
| Wesbanco Bank Inc. | 0.06% | Reduce -65.3% | 19,146 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +124.7% | 19,004 | $1.6M |
| Birch Financial Group, LLC | 1.40% | Add +213.7% | 18,992 | $1.6M |
| Maxele Advisors, LLC | 1.52% | Reduce -0.3% | 18,957 | $1.6M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.05% | No change | 18,902 | $1.6M |
| GenTrust, LLC | 0.07% | Reduce -0.0% | 18,853 | $1.6M |
| Tower Wealth Partners, Inc. | 0.83% | Add +2.0% | 18,778 | $1.6M |
| Rooted Wealth Advisors, Inc. | 0.67% | Reduce -1.7% | 18,782 | $1.6M |
| ORG Partners LLC | 0.39% | Reduce -50.4% | 18,704 | $1.5M |
| Fifth Third Securities, Inc. | 0.13% | Add +181.7% | 18,626 | $1.5M |
| Roundview Capital LLC | 0.11% | Reduce -1.9% | 18,439 | $1.5M |
| HB Wealth Management, LLC | 0.01% | Add +346.8% | 18,420 | $1.5M |
| New Wave Wealth Advisors LLC | 0.68% | Add +4.7% | 18,296 | $1.5M |
| Financial Counselors Inc. | 0.02% | Reduce -5.4% | 18,220 | $1.5M |
| Robinson Value Management, Ltd. | 0.97% | Add +0.7% | 18,177 | $1.5M |
| GTS Securities LLC | 0.07% | New | 18,143 | $1.5M |
| CoreCap Advisors, LLC | 0.07% | Reduce -13.0% | 17,990 | $1.5M |
| Howard Capital Management, LLC | 0.04% | Add +4.6% | 17,985 | $1.5M |
| NTV Asset Management LLC | 0.20% | Reduce -4.8% | 17,975 | $1.5M |
| Vicus Capital | 0.14% | Add +16.8% | 17,920 | $1.5M |
| Independent Family Office, LLC | 0.78% | Reduce -15.5% | 17,899 | $1.5M |
| Argyle Capital Partners, LLC | 1.26% | Add +19.0% | 17,833 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.41% | Reduce -3.7% | 17,761 | $1.5M |
| WealthShield Partners, LLC | 0.19% | Add +2.3% | 17,570 | $1.5M |
| Kelly Financial Group LLC | 0.44% | Reduce -31.0% | 17,204 | $1.4M |
| Regions Financial Corp. | 0.01% | Reduce -0.9% | 16,924 | $1.4M |
| Lee Financial Co | 0.21% | Reduce -11.8% | 16,908 | $1.4M |
| Objective Capital Management, LLC | 1.78% | Add +1.6% | 16,829 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Add +232.2% | 16,814 | $1.4M |
| Brightwater Advisory LLC | 1.10% | Add +2.7% | 16,789 | $1.4M |
| Auxano Advisors, LLC | 0.37% | Reduce -18.1% | 16,721 | $1.4M |
| Cooper Financial Group | 0.18% | Add +1.6% | 16,688 | $1.4M |
| Realta Investment Advisors | 0.63% | Reduce -12.7% | 16,640 | $1.4M |
| Chemistry Wealth Management LLC | 0.32% | No change | 16,591 | $1.4M |
| Veracity Capital LLC | 0.53% | Reduce -13.1% | 16,365 | $1.4M |
| First Foundation Advisors | 0.06% | Add +8.3% | 16,362 | $1.4M |
| Blalock Williams, LLC | 1.52% | Reduce -4.8% | 16,357 | $1.4M |
| Advanced Asset Management Advisors Inc | 0.37% | Add +4.4% | 16,256 | $1.3M |
| Balentine LLC | 0.06% | Reduce -4.7% | 16,187 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.73% | Reduce -1.2% | 16,086 | $1.3M |
| Crews Bank & Trust | 0.23% | Reduce -3.4% | 15,949 | $1.3M |
| Financial Management Professionals, Inc. | 0.17% | Add +1.9% | 15,888 | $1.3M |
| Element Wealth, LLC | 0.70% | Reduce -0.1% | 15,737 | $1.3M |
| Smartleaf Asset Management LLC | 0.13% | Add +13.9% | 15,710 | $1.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Reduce -3.5% | 15,658 | $1.3M |
| International Private Wealth Advisors LLC | 1.24% | Add +5.7% | 15,592 | $1.3M |
| JGP Wealth Management, LLC | 0.17% | Add +6.3% | 15,566 | $1.3M |
| Strategic Financial Concepts, LLC | 0.24% | Add +2.4% | 15,561 | $1.3M |
| Towercrest Capital Management | 0.24% | Reduce -23.3% | 15,504 | $1.3M |
| J. W. Coons Advisors, LLC | 0.33% | Add +0.0% | 15,338 | $1.3M |
| Rather & Kittrell, Inc. | 0.27% | No change | 15,191 | $1.3M |
| Arrow Investment Advisors, LLC | 1.33% | New | 15,141 | $1.3M |
| VestGen Investment Management | 0.94% | Reduce -33.2% | 15,064 | $1.2M |
| Journey Advisory Group, LLC | 0.10% | New | 15,053 | $1.2M |
| Brookwood Investment Group LLC | 0.21% | — | 14,798 | $1.2M |
| Aegis Wealth Management LLC | 0.72% | Add +195.7% | 14,766 | $1.2M |
| Belpointe Asset Management LLC | 0.06% | Reduce -3.5% | 14,750 | $1.2M |
| Vista Investment Partners Ii, LLC | 0.67% | New | 14,592 | $1.2M |
| IFG Advisory, LLC | 0.07% | Add +23.8% | 14,572 | $1.2M |
| St. James Investment Company, LLC | 0.20% | Add +1.3% | 14,570 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Reduce -5.2% | 14,509 | $1.2M |
| Ironwood Investment Counsel, LLC | 0.21% | Reduce -8.9% | 14,414 | $1.2M |
| Independent Wealth Network Inc. | 0.47% | Reduce -4.1% | 14,315 | $1.2M |
| Meridian Wealth Management, LLC | 0.06% | Reduce -67.5% | 14,191 | $1.2M |
| Benjamin Edwards Inc. | 0.02% | Add +33.7% | 14,092 | $1.2M |
| Axis Wealth Partners, LLC | 0.85% | Add +190.5% | 13,885 | $1.1M |
| Aspire Growth Partners LLC | 1.01% | Reduce -5.5% | 13,716 | $1.1M |
| Noble Wealth Management PBC | 0.77% | Reduce -7.4% | 13,685 | $1.1M |
| Absolute Capital Management, LLC | 0.65% | Reduce -17.3% | 13,655 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +12.6% | 13,625 | $1.1M |
| Benedict Financial Advisors Inc. | 0.26% | Add +3.0% | 13,536 | $1.1M |
| Oliver Luxxe Assets LLC | 0.21% | Add +56.7% | 13,481 | $1.1M |
| Fidelis Capital Partners, LLC | 0.12% | No change | 13,397 | $1.1M |
| Farmers Trust Co. | 0.21% | Reduce -21.4% | 13,204 | $1.1M |
| Rockland Trust Co. | 0.05% | Add +3.1% | 13,081 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -27.6% | 12,986 | $1.1M |
| MSH Capital Advisors LLC | 0.33% | Reduce -4.7% | 12,965 | $1.1M |
| Latko Wealth Management, Ltd. | 0.69% | Add +52.6% | 12,943 | $1.1M |
| Procyon Advisors, LLC | 0.06% | Reduce -3.7% | 12,907 | $1.1M |
| IFP Advisors, Inc | 0.03% | Add +5.9% | 12,807 | $1.1M |
| West Paces Advisors Inc. | 0.24% | Reduce -3.9% | 12,563 | $1.0M |
| Evelyn Partners Asset Management Ltd | 0.29% | Add +26.4% | 12,551 | $1.0M |
| Conservest Capital Advisors, Inc. | 0.11% | Reduce -48.6% | 12,540 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.1% | 12,495 | $1.0M |
| Kathleen S. Wright Associates Inc. | 0.42% | Reduce -9.2% | 12,328 | $1.0M |
| Barry Investment Advisors, LLC | 0.27% | Reduce -33.5% | 12,293 | $1.0M |
| Baker Ellis Asset Management LLC | 0.15% | Add +69.3% | 12,151 | $1.0M |
| PFG Advisors | 0.06% | Add +33.0% | 12,039 | $996K |
| WJ Wealth Management, LLC | 0.35% | No change | 12,028 | $995K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -45.6% | 12,011 | $994K |
| Choreo, LLC | 0.02% | Reduce -49.7% | 12,010 | $994K |
| Calamos Wealth Management LLC | 0.05% | No change | 11,908 | $985K |
| Farmers National Bank | 0.28% | Reduce -6.9% | 11,876 | $983K |
| Guardian Partners Inc. | 0.10% | Add +19.2% | 11,807 | $976K |
| Carnegie Investment Counsel | 0.02% | No change | 11,786 | $975K |
| Bessemer Group Inc. | 0.00% | No change | 11,675 | $966K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +3.1% | 11,669 | $965K |
| Mullooly Asset Management, Inc. | 0.44% | — | 11,630 | $962K |
| SageView Advisory Group, LLC | 0.04% | Add +5.5% | 11,574 | $958K |
| Clientfirst Wealth Management, LLC | 1.08% | No change | 11,556 | $956K |
| Allred Capital Management, LLC | 0.38% | Add +15.7% | 11,536 | $954K |
| International Assets Investment Management, LLC | 0.08% | Reduce -7.8% | 11,450 | $947K |
| Synergy Asset Management, LLC | 0.12% | Add +138.0% | 11,448 | $947K |
| Biltmore Wealth Management, LLC | 0.40% | Reduce -0.1% | 11,346 | $939K |
| Wealth Advisory Solutions, LLC | 0.25% | Reduce -4.4% | 11,286 | $934K |
| M3 Advisory Group, LLC | 0.74% | No change | 11,249 | $931K |
| Clearwater Capital Advisors, LLC | 0.09% | Reduce -1.4% | 11,249 | $931K |
| Weaver Consulting Group | 0.28% | Reduce -4.3% | 11,176 | $925K |
| Enterprise Bank & Trust Co | 0.36% | No change | 11,172 | $924K |
| Advisory Research Inc. | 0.16% | Reduce -3.1% | 11,171 | $924K |
| Zhang Financial LLC | 0.05% | Reduce -12.1% | 11,166 | $924K |
| Whitegate Investment Counselors, Inc. | 0.33% | Reduce -15.3% | 11,141 | $922K |
| Johnson Financial Group, Inc. | 0.05% | Reduce -0.5% | 11,140 | $922K |
| Mattern Capital Management, LLC | 0.12% | Add +45.5% | 11,136 | $921K |
| Foundry Financial Group, Inc. | 0.56% | Reduce -4.5% | 11,083 | $917K |
| Root Financial Partners, LLC | 0.10% | Add +7.6% | 10,870 | $899K |
| Compass Ion Advisors, LLC | 0.11% | Add +0.5% | 10,863 | $899K |
| Vantage Financial Partners, LLC | 0.22% | Reduce -62.1% | 10,777 | $892K |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 10,765 | $891K |
| Koshinski Asset Management, Inc. | 0.08% | Add +9.8% | 10,752 | $889K |
| Strategy Asset Managers LLC | 0.18% | Reduce -17.1% | 10,693 | $885K |
| Alhambra Investment Management LLC | 0.46% | Reduce -0.2% | 10,682 | $884K |
| Private Trust Co. NA | 0.09% | Add +21.5% | 10,679 | $883K |
| Glen Eagle Advisors, LLC | 0.15% | Reduce -1.9% | 10,603 | $877K |
| Bright Financial Advisors, Inc. | 0.53% | Add +4.5% | 10,528 | $871K |
| Amarillo National Bank | 0.17% | No change | 10,483 | $867K |
| Simon Quick Advisors, LLC | 0.05% | Add +0.8% | 10,439 | $864K |
| Iams Wealth Management, LLC | 0.39% | Add +20.4% | 10,317 | $854K |
| Dover Advisors, LLC | 0.37% | Reduce -28.0% | 10,283 | $851K |
| Ironwood Wealth Management, LLC. | 0.26% | Reduce -17.4% | 10,213 | $845K |
| Garrison Point Advisors, LLC | 0.41% | Reduce -4.5% | 10,200 | $844K |
| Capital Counsel LLC | 0.04% | Add +70.3% | 10,175 | $842K |
| GatePass Capital, LLC | 0.64% | Reduce -5.4% | 10,144 | $839K |
| Calton & Associates, Inc. | 0.19% | Add +1.4% | 10,136 | $839K |
| Mission Wealth Management, LP | 0.02% | New | 10,130 | $838K |
| Impact Partnership Wealth, LLC | 0.18% | Add +7.5% | 10,108 | $836K |
| Retirement Capital Strategies | 0.33% | No change | 10,072 | $833K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 10,031 | $830K |
| Acropolis Investment Management, LLC | 0.05% | Reduce -2.2% | 9,991 | $827K |
| Spreng Capital Management, Inc. | 0.38% | Reduce -4.0% | 9,978 | $825K |
| Sound View Wealth Advisors Group, LLC | 0.07% | Reduce -0.6% | 9,939 | $822K |
| Hobbs Group Advisors, LLC | 0.31% | No change | 9,916 | $820K |
| Diversify Advisory Services, LLC | 0.05% | Add +88.8% | 9,852 | $818K |
| VestGen Advisors, LLC | 0.04% | — | 9,804 | $811K |
| Chapin Davis, Inc. | 0.28% | Add +1.8% | 9,771 | $808K |
| Potomac Fund Management Inc. | 0.36% | Reduce -17.1% | 9,771 | $808K |
| NewEdge Wealth, LLC | 0.01% | Reduce -2.3% | 9,721 | $804K |
| Allworth Financial LP | 0.00% | Reduce -7.3% | 9,680 | $801K |
| Burke & Herbert Bank & Trust Co. | 0.19% | Reduce -43.8% | 9,653 | $799K |
| Invst, LLC | 0.11% | Add +182.5% | 9,648 | $798K |
| Founders Grove Wealth Partners, LLC | 0.22% | Reduce -20.3% | 9,632 | $797K |
| Evanson Asset Management, LLC | 0.06% | Add +0.5% | 9,551 | $790K |
| Severin Investments, LLC | 0.78% | New | 9,451 | $782K |
| Inscription Capital, LLC | 0.13% | — | 9,557 | $782K |
| Pinnacle Wealth Planning Services, Inc. | 0.12% | Add +6.3% | 9,436 | $781K |
| New South Capital Management Inc. | 0.04% | No change | 9,405 | $778K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.32% | Reduce -1.6% | 9,343 | $772K |
| Lowery Thomas, LLC | 0.53% | Add +148.6% | 9,289 | $768K |
| Vontobel Holding Ltd. | 0.00% | Reduce -66.6% | 9,255 | $766K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.3% | 9,240 | $764K |
| Edgestream Partners, L.P. | 0.03% | Reduce -70.3% | 9,158 | $758K |
| Cheviot Value Management, LLC | 0.09% | New | 9,161 | $756K |
| Stordahl Capital Management, Inc. | 0.18% | Add +7.8% | 9,135 | $756K |
| GeoWealth Management, LLC | 0.03% | Reduce -12.9% | 9,064 | $750K |
| Guerra Pan Advisors, LLC | 0.58% | Reduce -0.8% | 9,002 | $745K |
| Norden Group LLC | 0.09% | Reduce -27.2% | 8,968 | $742K |
| NCM Capital Management, LLC | 0.33% | Add +0.0% | 8,966 | $742K |
| HFG Wealth Management, LLC | 0.44% | New | 8,853 | $726K |
| SBI Securities Co., Ltd. | 0.02% | Add +2.1% | 8,749 | $724K |
| OneAscent Financial Services LLC | 0.05% | Add +105.7% | 8,724 | $722K |
| Addison Capital Co | 0.28% | Reduce -13.4% | 8,620 | $713K |
| Apexium Financial, LP | 0.04% | Reduce -0.3% | 8,571 | $709K |
| Caprock Group, LLC | 0.02% | New | 8,554 | $708K |
| Retirement Income Solutions, Inc. | 0.15% | Add +32.0% | 8,498 | $703K |
| FWL Investment Management, LLC | 0.26% | Add +8.4% | 8,468 | $701K |
| Gries Financial LLC | 0.14% | Add +0.1% | 8,444 | $699K |
| Clearbridge Investments, LLC | 0.00% | Add +0.1% | 8,432 | $698K |
| Canopy Partners, LLC | 0.27% | Add +223.9% | 8,403 | $695K |
| Simplex Trading, LLC | 0.02% | Reduce -23.8% | 8,405 | $695K |
| City National Bank of Florida | 0.63% | No change | 8,400 | $695K |
| Park Place Capital Corp | 0.19% | Reduce -20.7% | 8,386 | $694K |
| Barrett & Company, Inc. | 0.30% | Reduce -9.6% | 8,381 | $693K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | No change | 8,370 | $692K |
| Founders Financial Alliance, LLC | 0.17% | Reduce -1.2% | 8,323 | $689K |
| Empirical Asset Management, LLC | 0.23% | Reduce -0.4% | 8,322 | $688K |
| Mechanics Bank Trust Department | 0.09% | Reduce -4.1% | 8,280 | $685K |
| Sierra Capital LLC | 0.08% | No change | 8,285 | $685K |
| Transce3nd, LLC | 0.30% | Reduce -18.1% | 8,193 | $678K |
| Lanark Financial, Inc. | 0.06% | — | 8,161 | $675K |
| Ieq Capital, LLC | 0.01% | New | 8,135 | $673K |
| Americana Partners, LLC | 0.03% | Reduce -31.5% | 8,129 | $673K |
| Stolper Co | 0.22% | Add +1.2% | 8,118 | $672K |
| Valeo Financial Advisors, LLC | 0.02% | Add +5.2% | 8,116 | $671K |
| One Capital Management, LLC | 0.02% | Reduce -2.4% | 8,050 | $666K |
| Marshall & Sterling Wealth Advisors Inc. | 0.45% | Add +0.6% | 7,943 | $657K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +70.7% | 7,921 | $655K |
| Northwest Wealth Management, LLC | 0.13% | Reduce -31.9% | 7,914 | $655K |
| FMR LLC | 0.00% | Reduce -88.2% | 7,898 | $653K |
| Savant Capital, LLC | 0.01% | Add +0.7% | 7,829 | $648K |
| Pinnacle Wealth Management Group, Inc. | 0.45% | Add +5.4% | 7,807 | $646K |
| Fiducient Advisors LLC | 0.08% | Reduce -1.6% | 7,786 | $644K |
| L.M. Kohn & Company | 0.17% | Add +50.6% | 7,768 | $643K |
| Alternative Investment Advisors, LLC. | 0.34% | Reduce -8.3% | 7,730 | $639K |
| Lokken Investment Group LLC | 0.27% | Add +13.3% | 7,713 | $638K |
| NorthRock Partners, LLC | 0.02% | Reduce -45.0% | 7,704 | $637K |
| Kingstone Capital Partners Texas, LLC | 0.51% | Reduce -10.2% | 7,686 | $636K |
| F/m Investments LLC | 0.03% | Reduce -1.6% | 7,610 | $630K |
| Intrua Financial, LLC | 0.10% | Reduce -54.4% | 7,594 | $628K |
| North Capital, Inc. | 0.59% | — | 7,564 | $626K |
| West Michigan Advisors, LLC | 0.21% | Reduce -3.8% | 7,542 | $624K |
| SkyOak Wealth, LLC | 0.14% | No change | 7,530 | $623K |
| Squarepoint Ops LLC | 0.00% | New | 7,481 | $619K |
| Aspiriant, LLC | 0.02% | Add +23.4% | 7,473 | $618K |
| Jmac Enterprises LLC | 0.15% | Reduce -76.2% | 7,453 | $617K |
| DMC Group, LLC | 0.50% | Add +1.7% | 7,417 | $614K |
| Mezzasalma Advisors, LLC | 0.21% | New | 7,383 | $611K |
| Good Steward Wealth Advisors,LLC | 0.56% | — | 7,380 | $611K |
| Rodgers Brothers Inc. | 0.08% | Reduce -25.8% | 7,200 | $596K |
| Sax Wealth Advisors, LLC | 0.04% | Add +36.5% | 7,166 | $593K |
| Redhawk Wealth Advisors, Inc. | 0.08% | Reduce -0.3% | 7,073 | $585K |
| SPC Financial, Inc. | 0.05% | Add +10.6% | 7,050 | $583K |
| Discovery Capital Management, LLC / CT | 0.07% | Add +130.7% | 7,035 | $582K |
| Invesco Ltd. | 0.00% | Add +1.9% | 6,996 | $579K |
| Alpha Cubed Investments, LLC | 0.03% | New | 6,995 | $579K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.01% | New | 7,000 | $579K |
| Elyxium Wealth, LLC | 0.26% | Reduce -3.1% | 6,971 | $577K |
| Renasant Bank | 0.38% | Reduce -9.1% | 6,899 | $571K |
| RDA Financial Network | 0.17% | Reduce -0.1% | 6,872 | $569K |
| Howard Financial Services, LTD. | 0.08% | Reduce -1.8% | 6,831 | $565K |
| Cobblestone Capital Advisors LLC | 0.03% | Reduce -14.6% | 6,790 | $562K |
| Barr E S & Co. | 0.03% | No change | 6,775 | $560K |
| Easterly Investment Partners LLC | 0.05% | No change | 6,734 | $557K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.1% | 6,706 | $555K |
| Fiduciary Alliance LLC | 0.05% | Reduce -4.6% | 6,678 | $552K |
| Purus Wealth Management, LLC | 0.23% | No change | 6,660 | $551K |
| Moneco Advisors, LLC | 0.06% | Reduce -8.9% | 6,654 | $551K |
| ARS Wealth Advisors Group, LLC | 0.08% | No change | 6,587 | $545K |
| Discipline Wealth Solutions, LLC | 0.26% | Reduce -4.4% | 6,559 | $543K |
| Allen Capital Group, LLC | 0.06% | No change | 6,540 | $541K |
| Eisler Capital Management Ltd. | 0.02% | New | 6,516 | $539K |
| Neuberger Berman Group LLC | 0.00% | Reduce -41.4% | 6,505 | $538K |
| Raab & Moskowitz Asset Management LLC | 0.14% | No change | 6,490 | $537K |
| Live Oak Private Wealth LLC | 0.09% | Reduce -0.6% | 6,490 | $537K |
| Leigh Baldwin & Co., LLC | 0.43% | Add +58.3% | 6,450 | $534K |
| Factor Wealth Management LTD | 0.16% | Add +0.7% | 6,383 | $528K |
| Berger Financial Group, Inc | 0.04% | Reduce -12.0% | 6,338 | $524K |
| Bingham Private Wealth, LLC | 0.54% | Reduce -0.4% | 6,306 | $522K |
| Mattern Wealth Management LLC | 0.12% | Reduce -22.4% | 6,300 | $521K |
| Azimuth Capital Investment Management LLC | 0.02% | Add +0.6% | 6,263 | $518K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Add +0.7% | 6,254 | $517K |
| Vega Investment Solutions | 0.10% | New | 6,251 | $517K |
| Clear Creek Financial Management, LLC | 0.05% | Reduce -45.1% | 6,233 | $516K |
| Montecito Bank & Trust | 0.09% | Reduce -2.0% | 6,223 | $515K |
| Beverly Hills Private Wealth, LLC | 0.10% | Reduce -1.0% | 6,152 | $509K |
| E&G Advisors, LLC | 0.14% | No change | 6,150 | $509K |
| Cape Investment Advisory, Inc. | 0.20% | Reduce -15.7% | 6,142 | $508K |
| DeDora Capital, Inc. | 0.15% | Reduce -5.1% | 6,121 | $506K |
| Charles Schwab Trust Co | 0.04% | New | 6,068 | $502K |
| Forum Private Client Group LLC | 0.22% | Add +4.9% | 6,045 | $500K |
| Old National Bancorp | 0.01% | New | 6,035 | $499K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 6,002 | $497K |
| Summa Corp. | 0.29% | No change | 6,000 | $496K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -37.3% | 6,000 | $495K |
| Kovack Advisors, Inc. | 0.05% | Add +30.1% | 5,964 | $493K |
| Beirne Wealth Consulting Services, LLC | 0.17% | No change | 5,885 | $487K |
| Summit Financial, LLC | 0.01% | Add +49.1% | 5,881 | $487K |
| Westfuller Advisors, LLC | 0.32% | Reduce -1.1% | 5,879 | $486K |
| Lester Murray Antman dba SimplyRich | 0.14% | Reduce -2.5% | 5,853 | $484K |
| Trust Co | 0.06% | No change | 5,840 | $483K |
| Shepherd Financial Partners LLC | 0.06% | Add +4.2% | 5,794 | $479K |
| WNY Asset Management, LLC | 0.06% | Add +32.2% | 5,790 | $479K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 5,784 | $479K |
| Horizon Family Wealth, Inc. | 0.32% | Add +20.8% | 5,768 | $477K |
| Good Life Advisors, LLC | 0.03% | Reduce -0.8% | 5,720 | $473K |
| Buckhead Capital Management LLC | 0.15% | New | 5,708 | $472K |
| Dorsey Wright & Associates | 0.12% | Reduce -32.8% | 5,705 | $472K |
| Roberts Wealth Advisors, LLC | 0.15% | Reduce -5.4% | 5,697 | $471K |
| Clarity Capital Partners LLC | 0.19% | Reduce -17.9% | 5,685 | $470K |
| 180 Wealth Advisors, LLC | 0.07% | Reduce -10.8% | 5,648 | $467K |
| CVA Family Office, LLC | 0.07% | No change | 5,625 | $465K |
| Roman Butler Fullerton & Co. | 0.18% | New | 5,627 | $465K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.6% | 5,583 | $462K |
| Lifeworks Advisors, LLC | 0.08% | Reduce -13.6% | 5,577 | $461K |
| BankPlus Trust Department | 0.15% | Add +163.6% | 5,551 | $459K |
| Alliance Wealth Management Group | 0.12% | Add +3.0% | 5,530 | $457K |
| A. D. Beadell Investment Counsel, Inc. | 0.38% | Add +2.4% | 5,526 | $457K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -9.7% | 5,484 | $454K |
| Optimum Investment Advisors | 0.21% | Add +82.7% | 5,479 | $453K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +25.7% | 5,478 | $453K |
| Banque Pictet & Cie SA | 0.00% | No change | 5,464 | $452K |
| 1620 Investment Advisors, Inc. | 0.35% | No change | 5,430 | $449K |
| Probity Advisors, Inc. | 0.09% | Reduce -61.9% | 5,384 | $445K |
| Twele Capital Management, Inc. | 0.09% | Add +0.8% | 5,336 | $441K |
| Arkfeld Wealth Strategies, L.L.C. | 0.19% | Add +0.4% | 5,341 | $441K |
| Clearstead Trust, LLC | 0.10% | Add +4.4% | 5,329 | $441K |
| Onyx Bridge Wealth Group LLC | 0.06% | Reduce -8.0% | 5,297 | $438K |
| Freedom Investment Management, Inc. | 0.04% | Reduce -13.1% | 5,292 | $438K |
| Guidance Capital, Inc. | 0.13% | Reduce -9.0% | 5,302 | $438K |
| Lee Danner & Bass Inc. | 0.03% | Reduce -12.6% | 5,215 | $431K |
| Brickley Wealth Management | 0.09% | No change | 5,208 | $431K |
| Ameliora Wealth Management Ltd. | 0.16% | Reduce -8.4% | 5,180 | $429K |
| Eagle Strategies LLC | 0.07% | Reduce -16.2% | 5,164 | $427K |
| L.K. Benson & Company, P.C. | 0.29% | Reduce -9.1% | 5,147 | $426K |
| Forte Asset Management LLC | 0.21% | No change | 5,100 | $422K |
| AMG National Trust Bank | 0.01% | No change | 5,050 | $418K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.7% | 5,035 | $417K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Reduce -16.6% | 5,025 | $416K |
| Portside Wealth Group, LLC | 0.07% | Reduce -30.0% | 5,005 | $414K |
| Joseph P. Lucia & Associates, LLC | 0.19% | Add +1.7% | 5,003 | $414K |
| Boyd Watterson Asset Management LLC | 0.13% | No change | 5,000 | $414K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.3% | 4,992 | $413K |
| IPG Investment Advisors LLC | 0.09% | Reduce -11.6% | 4,972 | $411K |
| Whittier Trust Co. | 0.01% | Reduce -7.9% | 4,970 | $411K |
| Kestra Investment Management, LLC | 0.01% | Add +148.4% | 4,965 | $411K |
| WealthPlan Investment Management, LLC | 0.04% | No change | 4,931 | $408K |
| TCP Asset Management, LLC | 0.09% | Reduce -9.5% | 4,930 | $408K |
| Postrock Partners LLC | 0.20% | No change | 4,926 | $408K |
| Avaii Wealth Management, LLC | 0.22% | Reduce -5.8% | 4,908 | $406K |
| Bond & Devick Financial Network, Inc. | 0.15% | Reduce -8.7% | 4,907 | $406K |
| Inman Jager Wealth Management, LLC | 0.30% | Add +6.7% | 4,871 | $403K |
| Tanglewood Wealth Management, Inc. | 0.05% | New | 4,855 | $402K |
| Prosperity Financial Group, Inc. | 0.20% | New | 4,795 | $397K |
| Occidental Asset Management, LLC | 0.06% | Reduce -26.4% | 4,791 | $396K |
| Pasadena Private Wealth, LLC | 0.08% | Reduce -16.4% | 4,790 | $396K |
| Cadinha & Co. LLC | 0.09% | No change | 4,781 | $396K |
| Caldwell Sutter Capital, Inc. | 0.19% | Add +0.3% | 4,780 | $395K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 4,775 | $395K |
| Heritage Wealth Partners, LLC | 0.60% | No change | 4,767 | $394K |
| Tiemann Investment Advisors, LLC | 0.18% | Add +26.7% | 4,750 | $393K |
| Oxbow Advisors, LLC | 0.04% | Reduce -39.1% | 4,689 | $388K |
| Quartz Partners, LLC | 0.23% | No change | 4,675 | $387K |
| Bay Rivers Group | 0.20% | Reduce -34.5% | 4,663 | $386K |
| Windward Private Wealth Management Inc. | 0.15% | No change | 4,661 | $386K |
| Resonant Capital Advisors, LLC | 0.03% | Reduce -7.1% | 4,635 | $383K |
| Interactive Financial Advisors, Inc. | 0.20% | Reduce -1.4% | 4,606 | $381K |
| Asset Management Group, Inc. | 0.07% | Add +0.6% | 4,597 | $380K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -21.8% | 4,594 | $380K |
| Dimension Capital Management LLC | 0.07% | No change | 4,583 | $379K |
| United Community Bank | 0.14% | No change | 4,555 | $377K |
| Summit Wealth Partners, LLC | 0.08% | New | 4,537 | $375K |
| Secure Asset Management, LLC | 0.08% | Reduce -37.3% | 4,502 | $372K |
| Norris Financial Group, LLC | 0.17% | New | 4,482 | $371K |
| Trajan Wealth LLC | 0.02% | Reduce -96.2% | 4,472 | $370K |
| Two West Capital Advisors LLC | 0.31% | Reduce -43.6% | 4,479 | $369K |
| Peddock Capital Advisors, LLC | 0.09% | Add +0.6% | 4,449 | $368K |
| MN Wealth Advisors, LLC | 0.22% | Add +0.6% | 4,441 | $367K |
| Southeast Asset Advisors, LLC | 0.04% | No change | 4,424 | $366K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -7.3% | 4,410 | $365K |
| Bokf, NA | 0.01% | Reduce -3.7% | 4,407 | $365K |
| Columbus Macro, LLC | 0.05% | Add +1.9% | 4,367 | $361K |
| Hilton Capital Management, LLC | 0.03% | No change | 4,341 | $359K |
| Retirement Planning Group, LLC | 0.02% | Add +0.4% | 4,302 | $356K |
| TCFG Wealth Management, LLC | 0.18% | Add +0.6% | 4,283 | $354K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +0.6% | 4,278 | $354K |
| Stapp Wealth Management, PLLC | 0.54% | No change | 4,275 | $354K |
| North Star Investment Management Corp. | 0.03% | Add +0.0% | 4,253 | $352K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 4,243 | $351K |
| Tectonic Advisors LLC | 0.02% | Add +1.4% | 4,232 | $350K |
| Yarger Wealth Strategies, LLC | 0.20% | Reduce -34.0% | 4,223 | $349K |
| Flagstar Securities, Inc. | 0.09% | Reduce -9.1% | 4,223 | $349K |
| Phoenix Financial Ltd. | 0.01% | No change | 4,209 | $348K |
| Bremer Bank National Association | 0.06% | No change | 4,208 | $348K |
| Atlas Capital Advisors Inc. | 0.04% | Reduce -4.5% | 4,202 | $348K |
| Avidian Wealth Enterprises, LLC | 0.02% | No change | 4,199 | $347K |
| Personal Cfo Solutions, LLC | 0.07% | Reduce -12.2% | 4,199 | $347K |
| Hamilton Wealth, LLC | 0.08% | Add +13.3% | 4,180 | $346K |
| McDonald Partners LLC | 0.09% | No change | 4,156 | $344K |
| Novem Group | 0.05% | Reduce -0.7% | 4,147 | $343K |
| Wernau Asset Management Inc. | 0.35% | Reduce -5.9% | 4,136 | $342K |
| Fonville Wealth Management LLC | 0.10% | Add +8.3% | 4,126 | $342K |
| AssuredPartners Investment Advisors, LLC | 0.07% | Add +49.5% | 4,073 | $337K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -4.2% | 4,038 | $334K |
| Smith Thornton Advisors LLC | 0.21% | Reduce -64.1% | 4,036 | $334K |
| Napa Wealth Management | 0.19% | Reduce -11.5% | 4,022 | $333K |
| Lion Street Advisors, LLC | 0.11% | Reduce -2.4% | 4,001 | $331K |
| New Capital Management LP | 0.10% | Reduce -88.9% | 4,000 | $331K |
| Cordgrass Capital Advisors, LLC | 0.09% | Reduce -20.8% | 3,980 | $329K |
| Northeast Financial Group, Inc. | 0.12% | Reduce -2.9% | 3,955 | $327K |
| M. Kulyk & Associates, LLC | 0.07% | Add +1.3% | 3,948 | $327K |
| Verum Partners LLC | 0.09% | Reduce -37.4% | 3,935 | $326K |
| MetLife Investment Management, LLC | 0.00% | New | 3,914 | $324K |
| Harbour Investments, Inc. | 0.01% | Add +38.1% | 3,880 | $321K |
| Seed Wealth Management, Inc. | 0.26% | Add +22.1% | 3,870 | $320K |
| Centurion Wealth Management LLC | 0.10% | No change | 3,905 | $320K |
| KM Capital Management Ltd. | 0.17% | Reduce -45.3% | 3,853 | $319K |
| Transcend Capital Advisors, LLC | 0.02% | Add +2.0% | 3,852 | $319K |
| Able Wealth Management LLC | 0.19% | Reduce -1.6% | 3,851 | $319K |
| Lyell Wealth Management, LP | 0.03% | Reduce -15.0% | 3,812 | $315K |
| Fairfield, Bush & Co. | 0.20% | No change | 3,800 | $314K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +14.6% | 3,793 | $314K |
| Pinkerton Wealth, LLC | 0.04% | New | 3,740 | $309K |
| My Legacy Advisors, LLC | 0.12% | Reduce -12.6% | 3,731 | $309K |
| Argent Trust Co | 0.01% | No change | 3,701 | $306K |
| LCNB Corp. | 0.11% | No change | 3,669 | $304K |
| Permanens Capital L.P. | 0.06% | Reduce -98.1% | 3,663 | $303K |
| Blue Trust, Inc. | 0.00% | Reduce -5.8% | 3,652 | $302K |
| Composition Wealth, LLC | 0.01% | Add +26.8% | 3,631 | $300K |
| TPG Advisors LLC | 0.24% | No change | 3,607 | $298K |
| Tempus Wealth Planning, LLC | 0.09% | Add +7.2% | 3,606 | $298K |
| OneAscent Family Office, LLC | 0.28% | New | 3,602 | $298K |
| Arbor Trust Wealth Advisors, LLC | 0.14% | No change | 3,586 | $297K |
| Glass Jacobson Investment Advisors llc | 0.10% | No change | 3,604 | $295K |
| Hilltop Holdings Inc. | 0.02% | Reduce -84.3% | 3,571 | $295K |
| Harbour Capital Advisors, LLC | 0.07% | Reduce -7.5% | 3,550 | $294K |
| Rossby Financial, LCC | 0.13% | Reduce -65.8% | 3,543 | $294K |
| Cushing Capital Partners, LLC | 0.26% | Reduce -25.6% | 3,544 | $293K |
| First Wilshire Securities Management Inc. | 0.08% | Add +29.6% | 3,536 | $293K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.07% | Reduce -11.6% | 3,532 | $292K |
| Arkos Global Advisors | 0.04% | No change | 3,527 | $292K |
| Woodward Diversified Capital, LLC | 0.21% | Add +5.0% | 3,522 | $291K |
| Hexagon Capital Partners LLC | 0.06% | Add +0.0% | 3,518 | $291K |
| Stephens Group Asset Management, LLC | 0.02% | Reduce -63.5% | 3,507 | $290K |
| Autumn Glory Partners, LLC | 0.14% | No change | 3,497 | $289K |
| Formidable Asset Management, LLC | 0.05% | New | 3,445 | $285K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -86.1% | 3,422 | $283K |
| RTD Financial Advisors, Inc. | 0.04% | Add +0.7% | 3,421 | $283K |
| ETF Store, Inc. | 0.35% | Reduce -11.6% | 3,402 | $281K |
| Leo Wealth, LLC | 0.04% | Add +10.2% | 3,369 | $279K |
| Hanover Advisors Inc. | 0.12% | New | 3,334 | $276K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -11.3% | 3,321 | $275K |
| Central Pacific Bank - Trust Division | 0.04% | Reduce -27.5% | 3,314 | $274K |
| Wealth Effects LLC | 0.12% | No change | 3,310 | $274K |
| Rollins Financial Advisors, LLC | 0.05% | Add +25.4% | 3,307 | $274K |
| Seaview Investment Managers LLC | 0.07% | No change | 3,291 | $272K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.09% | Reduce -11.7% | 2,274 | $271K |
| Ridgewood Investments LLC | 0.13% | No change | 3,267 | $270K |
| Sonata Capital Group Inc. | 0.12% | Reduce -13.8% | 3,250 | $269K |
| GW Henssler & Associates Ltd. | 0.02% | Reduce -24.2% | 3,251 | $269K |
| AllSquare Wealth Management LLC | 0.16% | No change | 3,250 | $269K |
| AlTi Global, Inc. | 0.01% | Reduce -3.0% | 3,240 | $268K |
| Arrow Financial Corp | 0.03% | No change | 3,226 | $267K |
| 1834 Investment Advisors Co. | 0.03% | Reduce -0.7% | 3,213 | $266K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -41.7% | 3,213 | $266K |
| J2 Capital Management Inc | 0.24% | Reduce -10.6% | 3,188 | $264K |
| Napatree Capital LLC | 0.15% | No change | 3,176 | $263K |
| SWP Financial LLC | 0.16% | New | 3,165 | $262K |
| Finley Financial, LLC | 0.15% | Reduce -27.6% | 3,145 | $261K |
| Priebe Wealth Holdings LLC | 0.16% | Reduce -63.0% | 3,122 | $258K |
| GFS Advisors, LLC | 0.05% | No change | 3,121 | $258K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 3,101 | $257K |
| Trilogy Capital Inc. | 0.01% | Reduce -10.4% | 3,088 | $255K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.8% | 3,086 | $255K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -0.6% | 3,069 | $254K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 3,066 | $254K |
| Cynosure Group, LLC | 0.04% | No change | 3,066 | $254K |
| XTX Topco Ltd | 0.01% | Reduce -15.3% | 3,058 | $253K |
| Hudson Capital Management LLC | 0.08% | Reduce -6.8% | 3,053 | $253K |
| Insight Wealth Partners, LLC | 0.15% | New | 3,046 | $252K |
| Chicago Wealth Management, Inc. | 0.13% | Reduce -4.4% | 3,046 | $252K |
| Sollinda Capital Management LLC | 0.07% | Reduce -6.2% | 3,011 | $249K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $248K |
| Trivium Point Advisory, LLC | 0.03% | Reduce -24.1% | 2,991 | $247K |
| Castleview Partners, LLC | 0.17% | Reduce -80.6% | 2,989 | $247K |
| Ballast Advisors LLC | 0.08% | Reduce -19.0% | 2,985 | $247K |
| JDH Wealth Management, LLC | 0.21% | Reduce -15.2% | 2,976 | $246K |
| Triad Wealth Partners, LLC | 0.08% | New | 2,970 | $246K |
| Crabel Capital Management, LLC | 0.27% | New | 2,966 | $245K |
| Rinkey Investments | 0.08% | New | 2,945 | $244K |
| Disciplined Investments, LLC | 0.11% | No change | 2,900 | $240K |
| Sovran Advisors, LLC | 0.03% | Reduce -12.0% | 2,886 | $239K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -8.1% | 2,883 | $239K |
| Etesian Wealth Advisors, Inc. | 0.10% | New | 2,864 | $237K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.1% | 2,857 | $236K |
| Legacy Private Trust Co. | 0.02% | Reduce -4.2% | 2,856 | $236K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 2,853 | $236K |
| Wealthquest Corp | 0.02% | New | 2,837 | $235K |
| HBW Advisory Services LLC | 0.03% | Reduce -5.0% | 2,831 | $234K |
| Davis Wealth Advisors, LLC | 0.26% | Add +0.6% | 2,829 | $234K |
| Lewis Asset Management, LLC | 0.19% | Add +1.4% | 2,786 | $230K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -38.5% | 2,757 | $228K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -6.2% | 2,754 | $228K |
| Market Street Wealth Management Advisors LLC | 0.04% | Add +1.8% | 2,740 | $227K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -46.4% | 2,737 | $226K |
| Willow Creek Wealth Management Inc. | 0.02% | No change | 2,731 | $226K |
| Global View Capital Management LLC | 0.08% | Reduce -97.8% | 2,725 | $225K |
| FSA Advisors, Inc. | 0.18% | New | 2,721 | $225K |
| Perennial Investment Advisors, LLC | 0.03% | New | 2,711 | $224K |
| Omnia Family Wealth, LLC | 0.09% | New | 2,706 | $224K |
| American Institute for Advanced Investment Management, LLP | 0.17% | New | 2,700 | $223K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +5.7% | 2,689 | $222K |
| Sovereign Financial Group, Inc. | 0.05% | Add +0.5% | 2,685 | $222K |
| Greenwood Capital Associates LLC | 0.03% | Reduce -27.1% | 2,670 | $221K |
| Copia Wealth Management | 0.20% | Add +15.1% | 2,644 | $219K |
| Financial Life Advisors | 0.08% | New | 2,634 | $218K |
| Second Line Capital, LLC | 0.06% | New | 2,618 | $217K |
| Savvy Advisors, Inc. | 0.02% | New | 2,595 | $215K |
| West Wealth Group, LLC | 0.06% | New | 2,571 | $212K |
| TruWealth Advisors, LLC | 0.01% | Reduce -14.8% | 2,529 | $209K |
| Pettyjohn, Wood & White, Inc. | 0.04% | No change | 2,525 | $209K |
| Webster Bank, N. A. | 0.02% | Add +18.3% | 2,516 | $208K |
| Bigelow Investment Advisors, LLC | 0.10% | New | 2,505 | $207K |
| High Net Worth Advisory Group LLC | 0.06% | No change | 2,500 | $207K |
| Arkansas Financial Group, Inc. | 0.04% | New | 2,493 | $206K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -5.7% | 2,485 | $206K |
| Kathmere Capital Management, LLC | 0.02% | New | 2,477 | $205K |
| Mandatum Life Insurance Co Ltd | 0.06% | No change | 2,470 | $204K |
| GK Wealth Management LLC | 0.26% | Reduce -26.3% | 2,470 | $204K |
| Meridian Management Co. | 0.06% | No change | 2,465 | $204K |
| Moors & Cabot, Inc. | 0.01% | Reduce -14.0% | 2,460 | $204K |
| Harvest Investment Services, LLC | 0.06% | Add +0.7% | 2,460 | $203K |
| Allium Financial Advisors, LLC | 0.18% | — | 2,433 | $201K |
| Exencial Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 2,428 | $201K |
| New Century Financial Group, LLC | 0.23% | Reduce -75.3% | 2,427 | $201K |
| Crewe Advisors LLC | 0.03% | Reduce -1.4% | 2,414 | $200K |
| Compass Planning Associates Inc | 0.20% | Reduce -80.5% | 2,403 | $199K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +0.6% | 2,226 | $184K |
| Tower View Wealth Management LLC | 0.11% | Add +0.6% | 2,212 | $183K |
| Pacific Center for Financial Services | 0.05% | No change | 2,108 | $174K |
| CNB Bank | 0.08% | Add +6.6% | 2,018 | $167K |
| Aventura Private Wealth, LLC | 0.09% | Reduce -16.4% | 1,992 | $165K |
| Raffa Wealth Management, LLC | 0.04% | Add +0.7% | 1,971 | $163K |
| Roble, Belko & Company, Inc | 0.03% | Add +0.5% | 1,966 | $163K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -1.9% | 1,953 | $162K |
| Eastern Bank | 0.00% | Reduce -8.8% | 1,813 | $150K |
| Robinswood Financial LLC | 0.05% | Add +0.6% | 1,741 | $144K |
| Asset Dedication, LLC | 0.01% | Reduce -21.1% | 1,739 | $144K |
| Future Financial Wealth Managment LLC | 0.11% | No change | 1,738 | $144K |
| Horizons Wealth Management | 0.11% | Reduce -16.8% | 1,736 | $144K |
| 2UniFi Bank | 0.09% | Reduce -8.6% | 1,735 | $143K |
| ESL Trust Services, LLC | 0.03% | No change | 1,694 | $140K |
| SIMA Wealth Partners, LLC | 0.11% | Reduce -0.5% | 1,656 | $137K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -34.0% | 1,639 | $136K |
| Richards, Merrill & Peterson, Inc. | 0.07% | Add +0.4% | 1,628 | $135K |
| Wayfinding Financial, LLC | 0.06% | New | 1,597 | $132K |
| Lummis Asset Management, LP | 0.09% | No change | 1,595 | $132K |
| Park Square Financial Group, LLC | 0.10% | Reduce -37.4% | 1,537 | $127K |
| Deane Retirement Strategies, Inc. | 0.06% | Reduce -6.9% | 1,535 | $127K |
| St Germain D J Co. Inc. | 0.01% | Add +517.8% | 1,526 | $126K |
| GHP Investment Advisors, Inc. | 0.01% | Add +21.9% | 1,427 | $118K |
| PrairieView Partners, LLC | 0.01% | Reduce -11.2% | 1,419 | $117K |
| Northwest Capital Management Inc | 0.05% | No change | 1,356 | $112K |
| Cutler Capital Management, LLC | 0.05% | New | 1,286 | $106K |
| Colonial Trust Co / SC | 0.02% | Add +586.0% | 1,276 | $106K |
| Parkside Financial Bank & Trust | 0.01% | Add +5.0% | 1,271 | $105K |
| Caldwell Trust Co | 0.01% | Reduce -19.4% | 1,249 | $103K |
| Grove Bank & Trust | 0.01% | No change | 1,200 | $99K |
| Sandy Spring Bank | 0.00% | Add +28.2% | 1,164 | $96K |
| Centerpoint Advisors, LLC | 0.03% | Add +0.4% | 1,125 | $93K |
| Bear Mountain Capital, Inc. | 0.03% | Reduce -12.2% | 1,076 | $89K |
| Global Trust Asset Management, LLC | 0.05% | Add +30.5% | 1,069 | $88K |
| Zions Bancorporation, National Association | 0.01% | — | 1,053 | $87K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | No change | 1,028 | $85K |
| Golden State Wealth Management, LLC | 0.01% | Add +176.5% | 1,023 | $85K |
| Union Savings Bank | 0.04% | No change | 1,019 | $84K |
| AlphaCore Capital LLC | 0.01% | New | 964 | $80K |
| Creative Financial Designs Inc. | 0.01% | Add +4.4% | 946 | $78K |
| Vestor Capital, LLC | 0.01% | No change | 943 | $78K |
| Darwin Wealth Management, LLC | 0.03% | No change | 925 | $76K |
| Logan Capital Management Inc. | 0.00% | Add +2.8% | 892 | $74K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -17.6% | 860 | $71K |
| Hemington Wealth Management | 0.01% | Reduce -15.3% | 844 | $69K |
| Lindbrook Capital, LLC | 0.01% | Add +50.0% | 825 | $68K |
| Bank of New Hampshire | 0.02% | No change | 811 | $67K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -28.4% | 810 | $67K |
| Financial Network Wealth Advisors LLC | 0.09% | Reduce -20.1% | 799 | $66K |
| Breakwater Investment Management | 0.03% | No change | 782 | $65K |
| Trust Co. of Vermont | 0.00% | Add +998.6% | 780 | $65K |
| Horizon Investments, LLC | 0.00% | Add +1.4% | 782 | $64K |
| Arax Advisory Partners | 0.00% | Reduce -81.3% | 754 | $62K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -17.9% | 750 | $62K |
| Archer Investment Corp | 0.02% | Add +0.1% | 740 | $61K |
| Covestor Ltd | 0.04% | Add +28.2% | 705 | $58K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $56K |
| Promus Capital, LLC | 0.04% | New | 649 | $54K |
| Chilton Capital Management LLC | 0.00% | No change | 640 | $53K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 624 | $52K |
| IFS Advisors, LLC | 0.04% | No change | 600 | $50K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 600 | $50K |
| Semmax Financial Advisors Inc. | 0.01% | Add +0.9% | 583 | $48K |
| TCTC Holdings, LLC | 0.00% | No change | 570 | $47K |
| Garrison Bradford & Associates Inc. | 0.05% | New | 500 | $41K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $41K |
| McIlrath & Eck, LLC | 0.01% | No change | 491 | $41K |
| Flaharty Asset Management, LLC | 0.01% | New | 485 | $40K |
| WFA Asset Management Corp | 0.02% | New | 470 | $38K |
| Sound Income Strategies, LLC | 0.00% | Reduce -11.7% | 460 | $38K |
| Private Wealth Asset Management, LLC | 0.01% | — | 450 | $37K |
| Colonial Trust Advisors | 0.00% | No change | 450 | $37K |
| CENTRAL TRUST Co | 0.00% | Add +575.4% | 439 | $36K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -71.0% | 430 | $36K |
| WestEnd Advisors, LLC | 0.00% | New | 428 | $35K |
| JNBA Financial Advisors | 0.00% | Reduce -68.3% | 408 | $34K |
| Y.D. More Investments Ltd | 0.00% | No change | 400 | $33K |
| Valley National Advisers Inc. | 0.01% | No change | 400 | $33K |
| Van Eck Associates Corp. | 0.00% | Add +1.5% | 396 | $33K |
| Millstone Evans Group, LLC | 0.02% | No change | 394 | $33K |
| Roxbury Financial LLC | 0.03% | Reduce -10.7% | 392 | $32K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 383 | $32K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 362 | $30K |
| Holos Integrated Wealth LLC | 0.02% | No change | 355 | $29K |
| West Branch Capital LLC | 0.01% | Add +0.6% | 325 | $27K |
| Godsey & Gibb, Inc. | 0.00% | New | 314 | $26K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -94.3% | 314 | $26K |
| Accredited Wealth Management, LLC | 0.02% | No change | 300 | $25K |
| NewSquare Capital LLC | 0.00% | New | 298 | $25K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 282 | $23K |
| Garde Capital, Inc. | 0.00% | New | 276 | $23K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 275 | $23K |
| Tucker Asset Management LLC | 0.01% | No change | 264 | $22K |
| WASHINGTON TRUST Co | 0.00% | No change | 260 | $22K |
| Beacon Capital Management, LLC | 0.00% | Reduce -43.1% | 256 | $21K |
| Flagship Wealth Advisors, LLC | 0.01% | No change | 239 | $20K |
| Hanson & Doremus Investment Management | 0.00% | New | 226 | $19K |
| PSI Advisors, LLC | 0.01% | Reduce -99.7% | 229 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 218 | $18K |
| Granite FO LLC | 0.01% | Reduce -65.5% | 200 | $17K |
| Carolinas Wealth Consulting LLC | 0.00% | Reduce -52.1% | 196 | $16K |
| Bogart Wealth, LLC | 0.00% | Reduce -42.6% | 175 | $14K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 172 | $14K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 170 | $14K |
| Addison Advisors LLC | 0.00% | Reduce -79.6% | 160 | $13K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 159 | $13K |
| Bristlecone Advisors, LLC | 0.00% | Reduce -82.2% | 146 | $12K |
| Independence Bank of Kentucky | 0.00% | No change | 127 | $11K |
| Anchor Investment Management, LLC | 0.00% | Reduce -54.7% | 124 | $10K |
| High Note Wealth, LLC | 0.00% | Reduce -47.9% | 123 | $10K |
| Proffitt & Goodson Inc. | 0.00% | New | 120 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 119 | $10K |
| City State Bank | 0.00% | No change | 106 | $9K |
| IMG Wealth Management, Inc. | 0.01% | No change | 104 | $9K |
| Synergy Investment Management, LLC | 0.00% | No change | 102 | $8K |
| New Republic Capital, LLC | 0.00% | No change | 100 | $8K |
| Bellwether Advisors, LLC | 0.00% | Reduce -79.7% | 97 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 96 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 95 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 92 | $8K |
| Pflug Koory, LLC | 0.00% | No change | 91 | $8K |
| Mather Group, Llc. | 0.00% | Reduce -27.8% | 91 | $8K |
| Key Financial Inc | 0.00% | No change | 90 | $7K |
| First United Bank & Trust | 0.00% | No change | 85 | $7K |
| Dagco, Inc. | 0.00% | New | 85 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 88 | $7K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 84 | $7K |
| Horizon Financial Services, LLC | 0.00% | No change | 75 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 72 | $6K |
| Rakuten Securities, Inc. | 0.00% | Reduce -60.8% | 71 | $6K |
| Wood Tarver Financial Group, LLC | 0.00% | No change | 68 | $6K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -19.3% | 67 | $6K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 66 | $5K |
| Pacifica Partners Inc. | 0.00% | No change | 65 | $5K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +2.0% | 51 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 47 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 37 | $3K |
| Briaud Financial Planning Inc | 0.00% | No change | 42 | $3K |
| Avion Wealth | 0.00% | New | 44 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | New | 36 | $3K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -62.5% | 30 | $2K |
| Richardson Financial Services Inc. | 0.00% | Reduce -43.5% | 26 | $2K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -89.4% | 19 | $2K |
| Trivant Custom Portfolio Group, LLC | 0.00% | No change | 22 | $2K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -92.8% | 20 | $2K |
| Hara Capital LLC | 0.00% | Reduce -90.0% | 20 | $2K |
| Abound Wealth Management | 0.00% | No change | 19 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 18 | $1K |
| Global Wealth Strategies & Associates | 0.00% | New | 15 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 12 | $993 |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 11 | $910 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 10 | $825 |
| Catherine Avery Investment Management LLC | 0.00% | No change | 8 | $662 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $414 |
| Integrity Financial Corp | 0.00% | No change | 5 | $414 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -99.9% | 5 | $414 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $87 |
| Howe & Rusling Inc. | 0.00% | Reduce -99.5% | 1 | $83 |
"% 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.