iShares 1-3 Year Treasury BoSHYETF
13F holders, Q3 2025 (September 30)1,156holders −27
80new positions
99sold out
3famous investors
$82.27avg. 13F price*
At the end of Q3 2025, 1,156 institutions reported holding iShares 1-3 Year Treasury Bo (SHY) in their 13F filings, down 27 from Q2 2025. 80 opened new positions and 99 sold out. The largest holders were Morgan Stanley ($2.8B), BlackRock, Inc. ($1.7B) and Captrust Financial Advisors ($1.4B). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- iShares 1-3 Year Treasury Bo
- CUSIP
- 464287457
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $76.0M |
| Exits | 99 | $202.4M |
All 13F filers, Q2 2025 → Q3 2025: 26,947,204 shares bought and 17,433,779 shares sold, net +9,513,425 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,156 holders
| Morgan Stanley | 0.17% | Add +9.5% | 33,669,888 | $2.8B |
| BlackRock, Inc. | 0.03% | Add +20.2% | 19,897,636 | $1.7B |
| Captrust Financial Advisors | 2.88% | Add +58.5% | 17,024,325 | $1.4B |
| Bank of America Corp. | 0.07% | Add +1.1% | 11,740,171 | $974.0M |
| JPMorgan Chase & Co. | 0.05% | Reduce -7.1% | 10,142,072 | $841.4M |
| Bank of New York Mellon Corp | 0.10% | Add +4.2% | 6,703,637 | $556.1M |
| LPL Financial LLC | 0.16% | Reduce -3.0% | 6,616,586 | $548.9M |
| Wells Fargo & Company | 0.09% | Add +2.9% | 5,168,670 | $428.8M |
| Mizuho Markets Americas LLC | 8.75% | Add +93.3% | 5,000,247 | $414.8M |
| UBS Group AG | 0.08% | Reduce -6.9% | 4,894,220 | $406.0M |
| Ameriprise Financial Inc. | 0.09% | Add +5.8% | 4,682,094 | $388.3M |
| Raymond James Financial Inc. | 0.11% | Add +2.5% | 4,299,580 | $356.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -7.8% | 3,958,382 | $328.4M |
| Royal Bank of Canada | 0.06% | Reduce -1.5% | 3,749,013 | $311.0M |
| Pinebridge Investments, L.P. | 2.19% | Add +5.6% | 3,557,000 | $295.1M |
| Bank of Montreal | 0.12% | Reduce -2.8% | 3,449,215 | $286.1M |
| Truist Financial Corp. | 0.30% | Reduce -0.6% | 2,647,785 | $219.7M |
| Cerity Partners LLC | 0.35% | Add +4.2% | 2,617,150 | $217.1M |
| Assetmark, Inc. | 0.36% | Reduce -71.7% | 2,007,594 | $166.5M |
| AIA Group Ltd | 2.61% | Add +25.8% | 1,776,390 | $147.4M |
| Steward Partners Investment Advisory, LLC | 0.84% | Add +1113.5% | 1,775,187 | $147.3M |
| Barclays PLC | 0.05% | Add +102.6% | 1,506,142 | $124.9M |
| PNC Financial Services Group, Inc. | 0.07% | Add +3.5% | 1,415,258 | $117.4M |
| FMR LLC | 0.01% | Add +0.1% | 1,403,761 | $116.5M |
| Citigroup Inc. | 0.08% | Add +6.0% | 1,312,630 | $108.9M |
| Focus Partners Wealth | 0.17% | Reduce -1.8% | 1,266,272 | $105.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -2.8% | 1,264,963 | $104.9M |
| Stifel Financial Corp. | 0.09% | Reduce -3.3% | 1,249,303 | $103.6M |
| Smithfield Trust Co | 4.11% | Add +0.7% | 1,107,159 | $91.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -8.0% | 1,086,265 | $90.1M |
| Proficio Capital Partners LLC | 5.93% | Add +1164.2% | 1,040,956 | $86.4M |
| Osaic Holdings, Inc. | 0.11% | Reduce -15.0% | 944,261 | $78.4M |
| TD Private Client Wealth LLC | 1.74% | Add +3.7% | 930,109 | $77.2M |
| HighTower Advisors, LLC | 0.09% | Reduce -15.1% | 907,994 | $75.3M |
| TFC Financial Management, Inc. | 9.54% | Add +1.7% | 897,682 | $74.5M |
| MML Investors Services, LLC | 0.20% | Reduce -8.7% | 894,395 | $74.2M |
| Lido Advisors, LLC | 0.30% | Reduce -21.5% | 858,582 | $71.2M |
| GM Advisory Group, LLC | 2.92% | Reduce -0.5% | 828,057 | $68.7M |
| US Bancorp \de | 0.08% | Reduce -1.0% | 824,437 | $68.4M |
| Wealthfront Advisers LLC | 0.16% | Reduce -8.3% | 805,718 | $66.8M |
| CWA Asset Management Group, LLC | 2.46% | Add +102.9% | 799,559 | $66.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -42.2% | 784,232 | $65.1M |
| Evergreen Capital Management LLC | 1.46% | Add +111.8% | 742,068 | $61.6M |
| Bleakley Financial Group, LLC | 1.42% | Reduce -1.9% | 736,877 | $61.1M |
| M&T Bank Corp | 0.20% | Reduce -0.2% | 706,195 | $58.6M |
| Beacon Investment Advisory Services, Inc. | 2.43% | Add +1.7% | 697,304 | $57.8M |
| Amundi | 0.02% | No change | 670,200 | $55.5M |
| Atwood & Palmer Inc. | 3.24% | Add +0.8% | 665,235 | $55.2M |
| Guggenheim Capital LLC | 0.38% | Add +10.4% | 618,435 | $51.3M |
| Scopus Asset Management, L.P. | 1.20% | No change | 605,726 | $50.3M |
| Landscape Capital Management, L.L.C. | 3.07% | Add +1773.1% | 582,988 | $48.4M |
| Quent Capital, LLC | 3.91% | Add +12.6% | 562,846 | $46.7M |
| Tower Research Capital LLC (TRC) | 1.29% | Add +23228.3% | 562,446 | $46.7M |
| Clarity Financial LLC | 4.37% | Reduce -16.7% | 530,933 | $44.0M |
| Cetera Investment Advisers | 0.05% | Reduce -27.1% | 525,451 | $43.6M |
| Lake Hills Wealth Management, LLC | 22.93% | Add +230.2% | 517,739 | $43.0M |
| Victory Capital Management Inc. | 0.03% | No change | 517,731 | $43.0M |
| Stephens Inc. | 0.54% | Reduce -5.2% | 513,036 | $42.6M |
| Silicon Valley Capital Partners | 3.97% | Add +10.4% | 507,541 | $42.1M |
| Fisher Asset Management | 0.02% | Add +35.4% | 501,417 | $41.6M |
| America First Investment Advisors, LLC | 7.24% | Add +3.8% | 469,851 | $39.0M |
| NorthCoast Asset Management LLC | 0.15% | Reduce -0.1% | 461,199 | $38.3M |
| Curi Capital, LLC | 0.70% | Reduce -7.4% | 457,035 | $37.9M |
| SouthState Bank Corp | 1.61% | Add +6.8% | 422,030 | $35.0M |
| Modern Wealth Management, LLC | 0.69% | Reduce -10.1% | 417,575 | $34.6M |
| Comerica Bank | 0.13% | Reduce -1.4% | 414,823 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -3.5% | 410,805 | $34.0M |
| Synovus Financial Corp. | 0.39% | Reduce -1.8% | 406,980 | $33.8M |
| CX Institutional | 1.01% | Add +13.3% | 399,452 | $33.1M |
| Alliancebernstein L.P. | 0.01% | Add +1.5% | 391,065 | $32.4M |
| Zacks Investment Management | 0.25% | Add +1.9% | 373,119 | $31.0M |
| Willis Johnson & Associates, Inc. | 1.91% | Add +7.4% | 371,241 | $30.8M |
| Private Advisor Group, LLC | 0.15% | Add +17.1% | 362,387 | $30.1M |
| Edge Wealth Management LLC | 5.29% | Reduce -0.2% | 360,195 | $29.9M |
| Cambridge Investment Research Advisors, Inc. | 0.08% | Add +0.3% | 355,969 | $29.5M |
| SG Americas Securities, LLC | 0.11% | Add +45.3% | 354,624 | $29.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Add +6610.2% | 353,292 | $29.3M |
| Fiduciary Group, LLC | 2.55% | Reduce -3.4% | 350,246 | $29.1M |
| Keybank National Association | 0.10% | Add +3.8% | 348,017 | $28.9M |
| Element Pointe Advisors, LLC | 6.14% | Reduce -29.9% | 347,444 | $28.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -48.0% | 345,259 | $28.6M |
| Allianz SE | 0.60% | Add +7.3% | 342,489 | $28.4M |
| Corient Private Wealth LP | 0.04% | Reduce -10.4% | 340,546 | $28.3M |
| Mader & Shannon Wealth Management, Inc. | 13.65% | Reduce -24.3% | 335,645 | $27.8M |
| Dakota Wealth Management | 0.56% | Add +5.4% | 333,104 | $27.6M |
| Santa Clara Valley Transportation Authority | 22.92% | Add +19.7% | 329,537 | $27.3M |
| Jaffetilchin Investment Partners, LLC | 1.63% | Add +7.8% | 328,475 | $27.3M |
| Fifth Third Bancorp | 0.08% | Add +2.1% | 316,415 | $26.2M |
| Advisory Services Network, LLC | 0.38% | Reduce -4.0% | 315,090 | $26.1M |
| Mariner, LLC | 0.03% | Add +6.8% | 309,447 | $25.7M |
| OneDigital Investment Advisors LLC | 0.26% | Add +3.1% | 306,263 | $25.4M |
| Moment Partners, LLC | 4.15% | Reduce -0.0% | 283,110 | $23.5M |
| Procyon Advisors, LLC | 1.38% | Add +1592.3% | 279,999 | $23.2M |
| Baird Financial Group, Inc. | 0.04% | Reduce -2.9% | 277,277 | $23.0M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Reduce -39.8% | 274,615 | $22.8M |
| O'shaughnessy Asset Management, LLC | 0.13% | Add +12.3% | 273,965 | $22.7M |
| Sigma Planning Corp | 0.64% | Add +4.0% | 271,437 | $22.5M |
| Mesirow Financial Investment Management, Inc. | 0.40% | Add +2.1% | 268,607 | $22.3M |
| Gunma Bank,Ltd. | 6.88% | Add +29.3% | 265,000 | $22.0M |
| Dynamic Advisor Solutions LLC | 0.62% | Add +8.1% | 256,752 | $21.3M |
| Anchor Capital Advisors LLC | 0.62% | Reduce -1.7% | 256,725 | $21.3M |
| Scotia Capital Inc. | 0.09% | Reduce -23.2% | 254,880 | $21.1M |
| United Capital Financial Advisors, LLC | 0.15% | Reduce -4.3% | 254,260 | $21.1M |
| Nixon Peabody Trust Co. | 1.51% | Reduce -0.1% | 249,203 | $20.7M |
| Peapack Gladstone Financial Corp. | 0.26% | Reduce -3.0% | 244,418 | $20.3M |
| Klaas Financial Asset Advisors, LLC | 3.02% | Add +2.2% | 242,514 | $20.1M |
| Birchcreek Wealth Management, LLC | 10.34% | Add +10.0% | 241,238 | $20.0M |
| Stratos Wealth Partners, LTD. | 0.24% | Add +2.2% | 240,780 | $20.0M |
| Ashton Thomas Private Wealth, LLC | 0.51% | Add +9.9% | 238,891 | $19.8M |
| Farther Finance Advisors, LLC | 0.30% | Add +82.2% | 238,291 | $19.8M |
| Rockefeller Capital Management L.P. | 0.04% | Add +0.4% | 237,976 | $19.7M |
| Citadel Advisors | 0.02% | Reduce -26.8% | 230,565 | $19.1M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -13.4% | 227,701 | $18.9M |
| Allspring Global Investments Holdings, LLC | 0.03% | Add +8.7% | 222,472 | $18.5M |
| Pinnacle Financial Partners Inc | 0.44% | Reduce -7.6% | 221,688 | $18.4M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -6.5% | 212,734 | $17.6M |
| Insight 2811, Inc. | 7.86% | Add +0.2% | 212,702 | $17.6M |
| Ballast, Inc. | 4.14% | Add +5.5% | 205,111 | $17.0M |
| Concurrent Investment Advisors, LLC | 0.29% | Reduce -2.6% | 203,194 | $16.9M |
| Kaydan Wealth Management, Inc. | 4.73% | Reduce -34.9% | 199,544 | $16.6M |
| Acorns Advisers, LLC | 0.13% | Add +6.7% | 191,870 | $15.9M |
| MBL Wealth, LLC | 1.36% | Add +5.7% | 187,878 | $15.6M |
| Ascent Group, LLC | 0.54% | Reduce -21.9% | 185,038 | $15.4M |
| Jones Financial Companies LLLP | 0.01% | Add +21.0% | 184,453 | $15.3M |
| Innova Wealth Partners | 8.10% | Reduce -25.5% | 180,750 | $15.0M |
| Cabot Wealth Management Inc. | 1.64% | Add +69.2% | 178,420 | $14.8M |
| Bearing Point Capital, LLC | 2.48% | Reduce -4.4% | 173,410 | $14.4M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -5.3% | 171,775 | $14.3M |
| Montag A & Associates Inc. | 0.65% | Reduce -0.0% | 169,579 | $14.1M |
| AdvisorNet Financial, Inc | 0.79% | Reduce -21.9% | 167,518 | $13.9M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -28.2% | 165,823 | $13.8M |
| Wealthspire Retirement, LLC | 0.87% | Add +2.9% | 165,078 | $13.7M |
| Traphagen Investment Advisors LLC | 1.15% | Reduce -5.2% | 161,091 | $13.4M |
| Leuthold Group, LLC | 1.46% | Reduce -3.2% | 160,399 | $13.3M |
| StrongBox Wealth, LLC | 4.49% | Add +12.6% | 159,785 | $13.3M |
| Foundations Investment Advisors, LLC | 0.19% | Reduce -52.1% | 158,715 | $13.2M |
| DT Investment Partners, LLC | 1.11% | Add +30.8% | 158,153 | $13.1M |
| DRW Securities, LLC | 0.67% | New | 157,735 | $13.1M |
| Hughes Financial Services, LLC | 2.07% | Add +3.6% | 157,322 | $13.0M |
| Silver Oak Securities, Incorporated | 0.97% | Add +1.9% | 155,931 | $12.9M |
| Creative Planning | 0.01% | Reduce -8.0% | 152,562 | $12.7M |
| Ifrah Financial Services, Inc. | 3.23% | Add +1.1% | 150,319 | $12.5M |
| Camden National Bank | 1.71% | Add +11.1% | 146,909 | $12.2M |
| Equitable Holdings, Inc. | 0.09% | Add +2.1% | 146,561 | $12.2M |
| Portfolio Design Labs, LLC | 2.08% | Reduce -22.3% | 146,364 | $12.1M |
| HSBC Holdings PLC | 0.01% | Reduce -31.7% | 146,028 | $12.1M |
| Flputnam Investment Management Co. | 0.18% | Reduce -6.8% | 144,909 | $12.0M |
| Capital Investment Services of America, Inc. | 1.06% | Reduce -0.8% | 143,735 | $11.9M |
| Ted Buchan & Co | 4.61% | Add +3.6% | 141,756 | $11.8M |
| Criteria Caixa, S.A.U. | 1.37% | No change | 2,000,000 | $11.7M |
| Salomon & Ludwin, LLC | 1.04% | Add +3.8% | 140,056 | $11.6M |
| Argent Advisors, Inc. | 3.41% | Add +1.9% | 139,475 | $11.6M |
| Heck Capital Advisors, LLC | 0.89% | Add +488.8% | 138,942 | $11.5M |
| Members Trust Co | 0.37% | Reduce -9.6% | 134,039 | $11.1M |
| NewEdge Advisors, LLC | 0.05% | Add +1.5% | 133,746 | $11.1M |
| Balefire, LLC | 2.19% | Reduce -9.5% | 132,016 | $11.0M |
| Cwm, LLC | 0.03% | Reduce -11.5% | 131,270 | $10.9M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +51.5% | 130,722 | $10.8M |
| First American Trust, FSB | 0.77% | Add +6.0% | 128,537 | $10.7M |
| Strategic Investment Advisors / MI | 0.95% | Reduce -83.3% | 127,880 | $10.6M |
| 1832 Asset Management L.P. | 0.02% | Add +1.3% | 127,131 | $10.5M |
| Tompkins Financial Corp. | 0.88% | Add +4.7% | 126,176 | $10.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -12.1% | 125,197 | $10.4M |
| Net Worth Advisory Group | 2.95% | Reduce -2.4% | 123,022 | $10.2M |
| Premier Path Wealth Partners, LLC | 1.31% | Add +7.5% | 122,491 | $10.2M |
| Allianz Asset Management GmbH | 0.01% | Add +207.3% | 122,388 | $10.2M |
| MAI Capital Management | 0.06% | Add +21.6% | 121,170 | $10.1M |
| James Investment Research, Inc. | 1.09% | Reduce -4.3% | 120,510 | $10.0M |
| Brookstone Capital Management | 0.12% | Add +0.5% | 116,320 | $9.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.17% | Reduce -1.9% | 115,787 | $9.6M |
| Morris Financial Concepts, Inc. | 3.43% | Add +7.5% | 114,328 | $9.5M |
| Dock Street Asset Management Inc. | 0.82% | Add +5.7% | 112,877 | $9.4M |
| World Investment Advisors | 0.19% | Add +3.4% | 112,679 | $9.3M |
| JFS Wealth Advisors, LLC | 0.54% | Add +4.7% | 110,597 | $9.2M |
| NerdWallet Wealth Partners, LLC | 4.49% | — | 110,486 | $9.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -6.8% | 110,134 | $9.1M |
| Aptus Capital Advisors, LLC | 0.08% | Reduce -67.2% | 107,706 | $8.9M |
| Graybill Wealth Management, LTD. | 2.72% | Add +5.2% | 106,813 | $8.9M |
| Symmetry Partners, LLC | 0.96% | Add +5.8% | 106,582 | $8.8M |
| Everstar Asset Management, LLC | 4.96% | Add +5.5% | 105,448 | $8.7M |
| LWM Advisors Inc. | 7.85% | New | 105,291 | $8.7M |
| MBA Advisors LLC | 3.73% | Add +20.4% | 105,223 | $8.7M |
| Pure Financial Advisors, LLC | 0.14% | Add +2.7% | 104,182 | $8.6M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -17.9% | 104,049 | $8.6M |
| Oppenheimer & Co. Inc. | 0.10% | Add +8.0% | 103,033 | $8.5M |
| National Bank of Canada | 0.01% | Reduce -8.3% | 102,395 | $8.5M |
| Cascade Financial Partners, LLC | 0.96% | Add +5.4% | 101,242 | $8.4M |
| Tiaa Trust, National Association | 0.02% | Reduce -13.1% | 101,072 | $8.4M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -49.8% | 100,877 | $8.4M |
| Edgestream Partners, L.P. | 0.24% | Add +18.8% | 100,700 | $8.4M |
| Ritholtz Wealth Management | 0.16% | Add +2.1% | 100,428 | $8.3M |
| Ancora Advisors LLC | 0.16% | Reduce -7.1% | 98,137 | $8.1M |
| Focus Financial Network, Inc. | 0.29% | Add +2.4% | 97,110 | $8.1M |
| Beacon Financial Group | 0.79% | Reduce -10.8% | 96,795 | $8.0M |
| Beacon Wealthcare LLC | 2.81% | Add +3.5% | 96,291 | $8.0M |
| Park Edge Advisors, LLC | 1.84% | Reduce -0.4% | 95,910 | $8.0M |
| Eley Financial Management, Inc | 2.85% | Add +5.0% | 95,382 | $7.9M |
| NBT Bank, N.A. | 0.50% | Add +1.9% | 93,058 | $7.7M |
| Buttonwood Financial Advisors Inc. | 2.65% | Add +24.4% | 92,882 | $7.7M |
| Perigon Wealth Management, LLC | 0.16% | Reduce -2.3% | 92,357 | $7.7M |
| DAVENPORT & Co LLC | 0.04% | Reduce -11.6% | 91,975 | $7.6M |
| D.A. Davidson & Co. | 0.05% | Add +9.2% | 91,784 | $7.6M |
| Partners Capital Investment Group, LLP | 0.30% | Reduce -12.3% | 91,729 | $7.6M |
| Dogwood Wealth Management LLC | 3.44% | Add +7.6% | 91,131 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Reduce -62.6% | 90,292 | $7.5M |
| Alamar Capital Management, LLC | 3.91% | Add +18.4% | 89,216 | $7.4M |
| Pointe Capital Management LLC | 3.60% | Add +3.7% | 88,807 | $7.4M |
| Cerity Partners OCIO LLC | 0.37% | Add +37.7% | 88,443 | $7.3M |
| Patriot Investment Management Group, Inc. | 0.48% | Add +0.9% | 88,097 | $7.3M |
| Durante & Waters, LLC | 5.34% | Add +6.1% | 87,522 | $7.3M |
| Mutual Advisors, LLC | 0.16% | Reduce -15.2% | 86,555 | $7.2M |
| National Philanthropic Trust | 0.08% | Add +0.1% | 86,307 | $7.2M |
| Clearstead Advisors, LLC | 0.10% | Add +2.1% | 85,848 | $7.1M |
| BayBridge Capital Group, LLC | 4.54% | Reduce -0.1% | 85,829 | $7.1M |
| Independence Financial Advisors, LLC | 2.16% | Reduce -4.9% | 85,525 | $7.1M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +15.8% | 85,119 | $7.1M |
| Syntax Research, Inc. | 4.52% | Add +2.8% | 84,838 | $7.0M |
| Alterna Wealth Management, Inc. | 5.79% | Reduce -13.2% | 84,821 | $7.0M |
| Independent Solutions Wealth Management, LLC | 1.25% | Add +0.4% | 84,770 | $7.0M |
| Park Avenue Securities LLC | 0.05% | Add +7.5% | 84,767 | $7.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.05% | Add +118.9% | 84,768 | $7.0M |
| Betterment LLC | 0.01% | Add +14.3% | 83,325 | $6.9M |
| Values First Advisors, Inc. | 3.66% | Add +3.3% | 82,422 | $6.8M |
| Broyhill Asset Management, LLC | 5.91% | Reduce -31.6% | 81,208 | $6.7M |
| Axxcess Wealth Management, LLC | 0.14% | Add +8.4% | 81,115 | $6.7M |
| Bison Wealth, LLC | 0.60% | Add +21.4% | 79,131 | $6.6M |
| SevenBridge Financial Group, LLC | 1.08% | Reduce -15.2% | 78,906 | $6.5M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -3.1% | 78,739 | $6.5M |
| Midwest Heritage Bank, FSB | 2.30% | Add +0.5% | 78,156 | $6.5M |
| Little House Capital LLC | 1.49% | Add +2.4% | 77,994 | $6.5M |
| American Wealth Advisors, LLC | 6.39% | — | 77,905 | $6.5M |
| Boltwood Capital Management | 1.69% | Add +1.5% | 76,696 | $6.4M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +5.5% | 75,886 | $6.3M |
| Efficient Advisors, LLC | 0.35% | Reduce -0.3% | 75,697 | $6.3M |
| Leavell Investment Management, Inc. | 0.26% | Add +1.4% | 75,072 | $6.2M |
| Kooman & Associates | 1.91% | Reduce -0.3% | 74,506 | $6.2M |
| Great Valley Advisor Group, Inc. | 0.12% | Add +9.7% | 74,391 | $6.2M |
| Bouvel Investment Partners, LLC | 1.88% | Add +190.2% | 73,944 | $6.1M |
| Cerro Pacific Wealth Advisors LLC | 1.68% | Reduce -9.1% | 73,875 | $6.1M |
| Blueprint Investment Partners LLC | 0.85% | Reduce -36.3% | 73,243 | $6.1M |
| Sugar Maple Asset Management, LLC | 4.29% | Add +4.5% | 72,203 | $6.0M |
| Stock Yards Bank & Trust Co. | 0.19% | Reduce -15.5% | 72,139 | $6.0M |
| Waverly Advisors, LLC | 0.06% | Reduce -0.3% | 71,413 | $5.9M |
| Glenview Trust Co | 0.09% | Reduce -1.8% | 71,067 | $5.9M |
| IFP Advisors, Inc | 0.15% | Add +649.9% | 70,785 | $5.9M |
| Merit Financial Group, LLC | 0.05% | Add +2.5% | 70,602 | $5.9M |
| &partners | 0.04% | Add +19.5% | 70,560 | $5.9M |
| Integrated Advisors Network LLC | 0.25% | Reduce -3.1% | 70,323 | $5.8M |
| DSG Capital Advisors, LLC | 0.92% | Add +88.4% | 69,254 | $5.7M |
| Modus Advisors, LLC | 1.56% | Add +3.4% | 69,251 | $5.7M |
| Arvest Investments, Inc. | 0.82% | Add +18.5% | 69,238 | $5.7M |
| Global Retirement Partners, LLC | 0.13% | Add +8.1% | 69,202 | $5.7M |
| Banco Santander, S.A. | 0.05% | New | 69,031 | $5.7M |
| Biltmore Family Office, LLC | 0.81% | Add +0.2% | 68,779 | $5.7M |
| Angeles Wealth Management, LLC | 0.35% | Add +3.0% | 68,360 | $5.7M |
| Checchi Capital Advisers, LLC | 0.39% | Reduce -3.3% | 68,289 | $5.7M |
| Strategic Blueprint, LLC | 0.25% | Add +0.9% | 68,251 | $5.7M |
| Gemmer Asset Management LLC | 0.45% | Add +0.4% | 67,476 | $5.6M |
| First Citizens Bank & Trust Co. | 0.12% | New | 67,095 | $5.6M |
| Koa Wealth Management, LLC | 4.10% | Add +8.1% | 66,646 | $5.5M |
| Cadence Wealth Management LLC | 2.89% | New | 66,584 | $5.5M |
| Beam Wealth Advisors, Inc. | 1.50% | Reduce -72.1% | 66,509 | $5.5M |
| Capasso Planning Partners LLC | 3.43% | Add +11.9% | 66,310 | $5.5M |
| Van Hulzen Asset Management, LLC | 0.41% | Reduce -5.3% | 65,945 | $5.5M |
| Great Lakes Retirement, Inc. | 0.59% | Add +8.1% | 65,346 | $5.4M |
| Brady Family Wealth, LLC | 1.67% | Add +1.4% | 64,977 | $5.4M |
| Snowden Capital Advisors LLC | 0.15% | Add +8.0% | 64,693 | $5.4M |
| BNP Paribas Financial Markets | 0.00% | Reduce -7.7% | 64,432 | $5.3M |
| Ausdal Financial Partners, Inc. | 0.26% | Add +96.7% | 64,372 | $5.3M |
| KFA Private Wealth Group, LLC | 1.52% | Add +3.7% | 64,210 | $5.3M |
| Crossmark Global Holdings, Inc. | 0.08% | New | 63,985 | $5.3M |
| Sterling Manor Financial, LLC | 3.26% | Reduce -23.5% | 62,332 | $5.2M |
| NorthCrest Asset Manangement, LLC | 0.12% | Add +4.3% | 62,199 | $5.2M |
| White Pine Investment CO | 1.22% | Reduce -52.8% | 61,837 | $5.1M |
| Country Club Bank | 0.30% | Reduce -0.5% | 61,750 | $5.1M |
| Blair William & Co. | 0.01% | Reduce -1.0% | 61,038 | $5.1M |
| Enclave Advisors LLC | 0.77% | Add +7.0% | 60,670 | $5.0M |
| Citizens Financial Group Inc. | 0.07% | Add +1.8% | 59,541 | $4.9M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +1199.6% | 59,120 | $4.9M |
| Pathstone Holdings, LLC | 0.02% | Reduce -11.0% | 56,948 | $4.7M |
| Patten & Patten Inc. | 0.28% | Add +23.9% | 56,940 | $4.7M |
| PCG Asset Management, LLC | 3.77% | Add +1.7% | 56,642 | $4.7M |
| Bulltick Wealth Management, LLC | 1.10% | Add +80.7% | 56,294 | $4.7M |
| UMB Bank, n.a. | 0.07% | Reduce -4.0% | 55,688 | $4.6M |
| Prepared Retirement Institute LLC | 2.40% | Add +4.0% | 55,590 | $4.6M |
| One Day In July LLC | 0.39% | Add +7.6% | 55,503 | $4.6M |
| Well Done, LLC | 0.78% | Reduce -21.7% | 55,147 | $4.6M |
| Semitam Bonam LLC | 4.08% | Add +1.2% | 55,017 | $4.6M |
| Schroder Investment Management Group | 0.00% | No change | 54,821 | $4.5M |
| SigFig Wealth Management, LLC | 0.14% | Add +5.2% | 54,504 | $4.5M |
| MFA Wealth Services | 3.12% | Reduce -15.2% | 54,431 | $4.5M |
| HCR Wealth Advisors | 0.47% | Add +1.1% | 54,312 | $4.5M |
| Becker Capital Management Inc. | 0.13% | Add +8.4% | 53,806 | $4.5M |
| MinichMacGregor Wealth Management, LLC | 0.87% | Reduce -3.4% | 53,734 | $4.5M |
| Independent Financial Group, LLC | 0.11% | Add +65.9% | 53,681 | $4.5M |
| Aua Capital Management, LLC | 2.48% | Add +1.6% | 53,256 | $4.4M |
| Crescent Grove Advisors, LLC | 0.42% | Reduce -42.9% | 53,103 | $4.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.46% | Reduce -0.0% | 52,430 | $4.4M |
| Fidelity D & D Bancorp Inc. | 2.35% | Add +6.8% | 51,325 | $4.3M |
| Millennium Management | 0.00% | Add +205.6% | 51,008 | $4.2M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -3.0% | 50,549 | $4.2M |
| Money Concepts Capital Corp. | 0.26% | Reduce -1.9% | 50,383 | $4.2M |
| Apella Capital, LLC | 0.09% | Reduce -2.1% | 49,202 | $4.1M |
| Kiker Wealth Management, LLC | 2.07% | Add +7.7% | 49,277 | $4.1M |
| Larson Financial Group LLC | 0.14% | Reduce -34.6% | 48,651 | $4.0M |
| CPR Investments Inc. | 2.77% | Add +1.4% | 48,563 | $4.0M |
| Franklin Resources Inc. | 0.00% | Add +1.7% | 48,504 | $4.0M |
| TD Waterhouse Canada Inc. | 0.03% | Reduce -54.9% | 48,035 | $4.0M |
| Allworth Financial LP | 0.02% | Reduce -10.6% | 47,435 | $3.9M |
| Martin Capital Partners, LLC | 1.53% | Reduce -7.8% | 47,429 | $3.9M |
| Northern Trust Corp. | 0.00% | Add +0.8% | 47,174 | $3.9M |
| WESCAP Management Group, Inc. | 0.81% | Add +12.0% | 46,275 | $3.8M |
| Stratos Wealth Advisors, LLC | 0.18% | Reduce -5.5% | 45,884 | $3.8M |
| Harbor Investment Advisory, LLC | 0.31% | Add +16.6% | 45,086 | $3.7M |
| Stonebridge Financial Group, LLC | 0.33% | Add +17.3% | 45,009 | $3.7M |
| Compound Planning, Inc. | 0.12% | Add +8.6% | 44,419 | $3.7M |
| Ascentis Independent Advisors | 0.62% | Add +8.6% | 44,413 | $3.7M |
| Parallel Advisors, LLC | 0.07% | Reduce -10.3% | 44,001 | $3.7M |
| Eagle Global Advisors LLC | 0.14% | Add +0.8% | 43,405 | $3.6M |
| Arkadios Wealth Advisors | 0.09% | Reduce -3.3% | 43,085 | $3.6M |
| Investment House LLC | 0.17% | Reduce -5.4% | 43,061 | $3.6M |
| Magnus Financial Group LLC | 0.28% | Add +23.9% | 42,817 | $3.6M |
| Trek Financial, LLC | 0.21% | Add +41.2% | 42,606 | $3.5M |
| Peoples Bank | 2.16% | Reduce -1.8% | 42,400 | $3.5M |
| Topel & Distasi Wealth Management, LLC | 1.72% | Add +1.1% | 42,102 | $3.5M |
| Shira Ridge Wealth Management | 1.48% | Reduce -4.5% | 41,937 | $3.5M |
| 1858 Wealth Management, LLC | 2.44% | New | 41,884 | $3.5M |
| Aries Wealth Management | 0.82% | Add +6.0% | 41,775 | $3.5M |
| Winch Advisory Services, LLC | 0.78% | Reduce -0.1% | 41,664 | $3.5M |
| Rothschild Wealth LLC | 0.74% | Add +4.0% | 40,878 | $3.4M |
| International Private Wealth Advisors LLC | 2.11% | Add +105.3% | 40,356 | $3.3M |
| Essential Planning, LLC. | 1.15% | Reduce -3.1% | 40,237 | $3.3M |
| Sykon Capital LLC | 1.11% | Reduce -10.2% | 40,182 | $3.3M |
| Strata Wealth Advisors, LLC | 0.88% | Reduce -0.2% | 40,038 | $3.3M |
| Principal Securities, Inc. | 0.05% | Add +4.9% | 40,032 | $3.3M |
| Global Endowment Management, LP | 0.42% | No change | 40,000 | $3.3M |
| Bfsg, LLC | 0.32% | Add +17.1% | 39,602 | $3.3M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -4.6% | 39,506 | $3.3M |
| All Terrain Financial Advisors, LLC | 1.05% | Reduce -0.7% | 39,189 | $3.3M |
| Flagship Private Wealth, LLC | 1.30% | Reduce -3.5% | 38,907 | $3.2M |
| Financial Management Network Inc. | 0.53% | Add +12.3% | 38,996 | $3.2M |
| Welch Group, LLC | 0.12% | Add +11.6% | 38,549 | $3.2M |
| Regal Investment Advisors LLC | 0.21% | Reduce -0.2% | 38,416 | $3.2M |
| Quadrant Capital Group LLC | 0.10% | Add +51.5% | 38,325 | $3.2M |
| Keel Point, LLC | 0.20% | Reduce -9.4% | 38,256 | $3.2M |
| Nwam LLC | 0.17% | Reduce -2.7% | 38,132 | $3.2M |
| JGP Wealth Management, LLC | 0.35% | Reduce -19.1% | 38,103 | $3.2M |
| Perennial Advisors, LLC | 0.54% | Add +11.1% | 37,805 | $3.1M |
| Empirical Asset Management, LLC | 0.87% | Add +364.6% | 37,724 | $3.1M |
| Private Management Group Inc. | 0.09% | Reduce -5.8% | 37,533 | $3.1M |
| Cibc World Market Inc. | 0.01% | Add +4.5% | 37,505 | $3.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.5% | 37,330 | $3.1M |
| Wealthcare Advisory Partners LLC | 0.06% | Reduce -8.6% | 37,012 | $3.1M |
| Capital Analysts, LLC | 0.09% | Add +17.8% | 36,803 | $3.1M |
| Black Swift Group, LLC | 0.53% | Add +626.1% | 35,940 | $3.0M |
| American Investment Services, Inc. | 0.72% | Reduce -2.4% | 35,894 | $3.0M |
| Investment Advisory Group, LLC | 0.81% | Add +4.0% | 35,887 | $3.0M |
| Peak Asset Management, LLC | 0.52% | Add +6.1% | 35,846 | $3.0M |
| Wescott Financial Advisory Group, LLC | 0.27% | Add +4.5% | 35,711 | $3.0M |
| Rockland Trust Co. | 0.12% | Add +180.4% | 35,546 | $2.9M |
| Level Four Advisory Services, LLC | 0.10% | Add +1.1% | 35,433 | $2.9M |
| Vigilare Wealth Management | 1.02% | Reduce -74.9% | 35,337 | $2.9M |
| Wealthedge Investment Advisors, LLC | 1.11% | Add +3.7% | 35,206 | $2.9M |
| Samalin Investment Counsel, LLC | 1.01% | Add +7.2% | 35,105 | $2.9M |
| New Insight Wealth Advisors | 1.09% | Reduce -3.1% | 34,932 | $2.9M |
| Blueprint Financial Advisors LLC | 0.62% | Reduce -9.6% | 34,705 | $2.9M |
| Pure Portfolios Holdings LLC | 0.89% | Reduce -2.5% | 34,311 | $2.8M |
| Spire Wealth Management | 0.10% | Reduce -41.1% | 34,181 | $2.8M |
| Rothschild Investment LLC | 0.16% | Add +11.6% | 33,961 | $2.8M |
| Private Advisory Group LLC | 0.24% | Add +44.4% | 33,654 | $2.8M |
| IHT Wealth Management, LLC | 0.07% | Add +14.2% | 33,551 | $2.8M |
| Single Point Partners, LLC | 0.56% | Reduce -2.4% | 33,358 | $2.8M |
| AE Wealth Management LLC | 0.02% | Reduce -7.3% | 33,327 | $2.8M |
| Westside Investment Management, Inc. | 0.44% | Add +5.3% | 33,293 | $2.8M |
| Cary Street Partners Financial LLC | 0.07% | Add +9.2% | 33,252 | $2.8M |
| Mount Lucas Management LP | 1.24% | Reduce -41.8% | 33,108 | $2.7M |
| RFG Advisory, LLC | 0.06% | Add +7.5% | 32,933 | $2.7M |
| Presilium Private Wealth, LLC | 0.52% | Reduce -10.4% | 32,897 | $2.7M |
| Prospera Financial Services Inc | 0.05% | Reduce -1.9% | 32,852 | $2.7M |
| Tru Independence Asset Management 2, LLC | 1.79% | Add +0.1% | 32,843 | $2.7M |
| Councilor Wealth, LLC | 1.26% | Reduce -10.8% | 32,765 | $2.7M |
| Wealthcare Capital Management LLC | 0.28% | Add +1.1% | 32,725 | $2.7M |
| Commerce Bank | 0.02% | Add +0.9% | 32,607 | $2.7M |
| Argyle Capital Partners, LLC | 1.94% | Add +80.9% | 32,584 | $2.7M |
| Blue Fin Capital, Inc. | 0.42% | Add +10.2% | 32,553 | $2.7M |
| Wick Capital Partners, LLC | 0.63% | Add +1304.1% | 31,958 | $2.7M |
| MMBG Investment Advisors Co. | 0.23% | Add +8.3% | 31,804 | $2.6M |
| Headinvest, LLC | 0.54% | Add +0.2% | 31,760 | $2.6M |
| Vernal Point Advisors, LLC | 1.13% | No change | 31,705 | $2.6M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -1.7% | 31,355 | $2.6M |
| Birch Financial Group, LLC | 1.51% | Add +15.0% | 30,882 | $2.6M |
| Fiduciary Trust Co | 0.03% | Add +0.2% | 30,823 | $2.6M |
| Lanark Financial, Inc. | 0.20% | Add +0.2% | 30,737 | $2.6M |
| EPG Wealth Management LLC | 0.70% | Add +7.0% | 30,705 | $2.5M |
| Family Wealth Partners, LLC | 0.95% | Reduce -1.0% | 30,557 | $2.5M |
| Archford Capital Strategies, LLC | 0.30% | Add +3.1% | 30,524 | $2.5M |
| Tillman Hartley LLC | 0.65% | No change | 30,475 | $2.5M |
| Irenic Capital Management LP | 0.53% | No change | 30,000 | $2.5M |
| West Paces Advisors Inc. | 0.49% | Add +107.8% | 29,738 | $2.5M |
| Carr Financial Group Corp | 0.68% | Reduce -18.8% | 29,737 | $2.5M |
| Laurel Wealth Advisors LLC | 0.34% | Reduce -3.2% | 29,436 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -24.4% | 29,433 | $2.4M |
| Hudock, Inc. | 0.37% | Reduce -0.8% | 29,363 | $2.4M |
| Community Bank, N.A. | 0.29% | Add +3.2% | 29,246 | $2.4M |
| Synergy Asset Management, LLC | 0.09% | Add +152.8% | 29,221 | $2.4M |
| Wedbush Securities Inc. | 0.08% | Add +17.6% | 29,125 | $2.4M |
| Barry Investment Advisors, LLC | 0.55% | Add +48.5% | 29,053 | $2.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.03% | Add +0.6% | 28,946 | $2.4M |
| Transcend Capital Advisors, LLC | 0.17% | Add +611.1% | 28,784 | $2.4M |
| Noble Family Wealth, LLC | 0.53% | No change | 28,737 | $2.4M |
| Patten Group, Inc. | 0.46% | Reduce -0.2% | 28,517 | $2.4M |
| RMR Wealth Builders | 0.20% | Reduce -3.6% | 28,442 | $2.4M |
| Bright Futures Wealth Management, LLC. | 1.86% | — | 28,375 | $2.4M |
| Capital Advisory Group Advisory Services, LLC | 0.73% | Add +23.9% | 28,344 | $2.4M |
| Traub Capital Management LLC | 2.31% | No change | 28,179 | $2.3M |
| Sequent Planning LLC | 0.66% | Reduce -59.2% | 28,095 | $2.3M |
| United Asset Strategies, Inc. | 0.19% | Add +0.8% | 28,049 | $2.3M |
| Motiv8 Investments LLC | 1.24% | Add +22.2% | 28,008 | $2.3M |
| SFG Wealth Management, LLC. | 1.00% | Add +8.0% | 27,943 | $2.3M |
| Charter Oak Capital Management, LLC | 0.18% | Reduce -2.7% | 27,899 | $2.3M |
| Counterweight Ventures, LLC | 1.35% | Add +8.3% | 27,742 | $2.3M |
| Stephen J. Garry & Associates, LLC | 1.84% | Reduce -7.2% | 27,712 | $2.3M |
| PMG Wealth Management, Inc. | 1.74% | Reduce -0.7% | 27,522 | $2.3M |
| Timelo Investment Management Inc. | 3.73% | Reduce -48.0% | 27,100 | $2.2M |
| Mattern Capital Management, LLC | 0.26% | Add +64.8% | 26,929 | $2.2M |
| Davis-Rea LTD. | 0.54% | Reduce -18.8% | 26,830 | $2.2M |
| Smartleaf Asset Management LLC | 0.14% | Reduce -0.1% | 26,525 | $2.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +3.7% | 26,487 | $2.2M |
| Rehmann Capital Advisory Group | 0.12% | Add +2.8% | 26,146 | $2.2M |
| MV Capital Management, Inc. | 0.21% | Add +2.1% | 26,076 | $2.2M |
| Gallagher Fiduciary Advisors, LLC | 0.08% | Add +2.1% | 25,949 | $2.2M |
| LifeGuide Financial Advisors, LLC | 0.79% | Reduce -0.0% | 26,049 | $2.1M |
| Berkshire Asset Management LLC | 0.09% | Reduce -12.8% | 25,900 | $2.1M |
| Westwood Wealth Management | 0.78% | Add +90.7% | 25,750 | $2.1M |
| Composition Wealth, LLC | 0.03% | Reduce -0.2% | 25,706 | $2.1M |
| Ameritas Advisory Services, LLC | 0.14% | Add +89.1% | 25,690 | $2.1M |
| First Horizon Corp. | 0.10% | — | 25,504 | $2.1M |
| Brookwood Investment Group LLC | 0.27% | Add +9.7% | 25,347 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.06% | Add +28.1% | 25,325 | $2.1M |
| Insigneo Advisory Services, LLC | 0.15% | Add +6.6% | 25,241 | $2.1M |
| J. Safra Sarasin Holding AG | 0.03% | No change | 25,000 | $2.1M |
| Plan Group Financial, LLC | 0.56% | Add +12.6% | 24,983 | $2.1M |
| Gladstone Institutional Advisory LLC | 0.08% | Reduce -10.9% | 24,945 | $2.1M |
| Penobscot Investment Management Company, Inc. | 0.16% | Reduce -4.0% | 24,925 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -4.5% | 24,706 | $2.0M |
| Cambiar Investors LLC | 0.09% | Reduce -56.7% | 24,431 | $2.0M |
| LFA - Lugano Financial Advisors SA | 1.06% | Add +4.4% | 24,389 | $2.0M |
| Continuum Advisory, LLC | 0.21% | Add +5.7% | 24,245 | $2.0M |
| Cahaba Wealth Management, Inc. | 0.14% | Reduce -0.1% | 24,049 | $2.0M |
| Haverford Trust Co | 0.02% | Reduce -11.9% | 23,992 | $2.0M |
| Mascoma Wealth Management LLC | 0.43% | No change | 23,772 | $2.0M |
| Latko Wealth Management, Ltd. | 1.00% | Add +32.0% | 23,766 | $2.0M |
| Rooted Wealth Advisors, Inc. | 0.60% | Add +15.2% | 23,787 | $2.0M |
| Realta Investment Advisors | 0.66% | Add +25.6% | 23,684 | $2.0M |
| NTV Asset Management LLC | 0.21% | Add +20.7% | 23,498 | $1.9M |
| 4J Wealth Management LLC | 1.14% | Reduce -3.5% | 23,462 | $1.9M |
| Camelot Technology Advisors, Inc. | 1.56% | Add +0.6% | 23,432 | $1.9M |
| Whitcomb & Hess, Inc. | 0.50% | Add +2.8% | 23,421 | $1.9M |
| SkyView Investment Advisors, LLC | 0.25% | Reduce -28.9% | 23,399 | $1.9M |
| Sierra Legacy Group | 1.44% | No change | 23,380 | $1.9M |
| K.J. Harrison & Partners Inc | 0.27% | No change | 23,200 | $1.9M |
| Avior Wealth Management, LLC | 0.06% | Reduce -2.7% | 23,120 | $1.9M |
| Greenspring Advisors, LLC | 0.34% | — | 22,902 | $1.9M |
| First Community Trust NA | 1.47% | Add +0.4% | 22,887 | $1.9M |
| Voya Financial Advisors, Inc. | 0.18% | Add +16.3% | 22,852 | $1.9M |
| Howard Capital Management, LLC | 0.03% | Reduce -2.0% | 22,810 | $1.9M |
| Fifth Third Securities, Inc. | 0.13% | Add +10.8% | 22,765 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Add +0.1% | 22,730 | $1.9M |
| AGH Wealth Advisors, LLC | 1.38% | New | 22,633 | $1.9M |
| Integras Partners LLC | 1.51% | Add +2.0% | 22,568 | $1.9M |
| Union Bancaire Privee, UBP SA | 0.03% | No change | 22,558 | $1.9M |
| PFG Investments, LLC | 0.10% | Add +9.9% | 22,118 | $1.8M |
| StoneX Group Inc. | 0.08% | Reduce -23.6% | 22,105 | $1.8M |
| NewEdge Wealth, LLC | 0.03% | Add +213.4% | 22,029 | $1.8M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +4.4% | 21,853 | $1.8M |
| Verus Capital Partners, LLC | 0.14% | Reduce -2.4% | 21,630 | $1.8M |
| TriaGen Wealth Management LLC | 0.47% | Add +5.2% | 21,616 | $1.8M |
| GWN Securities Inc. | 0.41% | Reduce -5.1% | 21,519 | $1.8M |
| Midwest Professional Planners, LTD. | 0.43% | Add +0.9% | 21,472 | $1.8M |
| EFG Asset Management (Americas) Corp. | 0.31% | Reduce -2.9% | 21,428 | $1.8M |
| Choreo, LLC | 0.02% | Reduce -1.4% | 21,235 | $1.8M |
| TRUE Private Wealth Advisors | 0.18% | Reduce -4.1% | 21,202 | $1.8M |
| Main Management LLC | 0.13% | Reduce -1.4% | 21,063 | $1.7M |
| Wellspring Financial Advisors, LLC | 0.16% | Reduce -93.4% | 21,035 | $1.7M |
| Pacific Financial Group Inc. | 1.29% | Add +2.0% | 21,002 | $1.7M |
| Journey Advisory Group, LLC | 0.13% | Reduce -0.3% | 21,000 | $1.7M |
| Roundview Capital LLC | 0.11% | Reduce -7.1% | 20,936 | $1.7M |
| Nvwm, LLC | 0.39% | Reduce -11.2% | 20,912 | $1.7M |
| Ssa Swiss Advisors AG | 0.80% | Reduce -0.8% | 20,664 | $1.7M |
| First Heartland Consultants, Inc. | 0.14% | Reduce -72.5% | 20,581 | $1.7M |
| Acorn Wealth Advisors, LLC | 0.53% | Add +2.6% | 20,434 | $1.7M |
| William Howard & Co Financial Advisors Inc | 1.44% | Add +0.2% | 20,409 | $1.7M |
| Milestones Private Investment Advisors LLC | 1.14% | Reduce -1.4% | 20,085 | $1.7M |
| Invesco Ltd. | 0.00% | Add +202.8% | 20,060 | $1.7M |
| SeaBridge Investment Advisors LLC | 0.27% | Reduce -12.8% | 19,931 | $1.7M |
| Founders Grove Wealth Partners, LLC | 0.39% | Add +83.9% | 19,753 | $1.6M |
| Platform Technology Partners | 0.38% | Reduce -10.1% | 19,279 | $1.6M |
| Lodestar Private Asset Management LLC | 0.17% | Add +0.9% | 19,241 | $1.6M |
| Midwest Trust Co | 0.02% | Reduce -2.5% | 19,150 | $1.6M |
| Financial Harvest, LLC | 1.07% | Add +5.8% | 19,132 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -47.1% | 19,040 | $1.6M |
| Principia Wealth Advisory, LLC | 1.13% | Reduce -45.2% | 19,002 | $1.6M |
| Tower Wealth Partners, Inc. | 0.86% | Add +0.9% | 18,866 | $1.6M |
| Freestate Advisors LLC | 1.31% | Reduce -5.4% | 18,856 | $1.6M |
| Maxele Advisors, LLC | 1.35% | Add +4.8% | 18,812 | $1.6M |
| Tactive Advisors, LLC | 0.44% | Add +48.9% | 18,776 | $1.6M |
| SpringVest Wealth Management LLC | 1.14% | Reduce -29.4% | 18,666 | $1.5M |
| King Wealth Management Group | 0.19% | Reduce -1.7% | 18,655 | $1.5M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -76.8% | 18,624 | $1.5M |
| Spartan Planning & Wealth Management | 1.20% | Reduce -67.1% | 18,480 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -3.0% | 18,443 | $1.5M |
| Intrua Financial, LLC | 0.18% | Add +3.4% | 18,427 | $1.5M |
| Legacy Wealth Asset Management, LLC | 0.37% | Add +3.0% | 18,310 | $1.5M |
| Towercrest Capital Management | 0.24% | Add +16.2% | 18,263 | $1.5M |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.04% | Reduce -3.7% | 18,187 | $1.5M |
| Lazard Asset Management LLC | 0.00% | New | 18,146 | $1.5M |
| Trilogy Capital Inc. | 0.07% | Add +569.2% | 17,821 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.17% | New | 17,592 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Add +0.8% | 17,415 | $1.4M |
| Robinson Value Management, Ltd. | 0.84% | Reduce -2.1% | 17,362 | $1.4M |
| Strategies Wealth Advisors, LLC | 0.15% | Reduce -9.2% | 17,019 | $1.4M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -7.4% | 16,955 | $1.4M |
| WealthShield Partners, LLC | 0.16% | Reduce -5.6% | 16,762 | $1.4M |
| Pacific Point Advisors, LLC | 0.81% | Add +33.9% | 16,684 | $1.4M |
| Jump Financial, LLC | 0.02% | New | 16,633 | $1.4M |
| Simplicity Wealth,LLC | 0.08% | Add +18.6% | 16,582 | $1.4M |
| Chemistry Wealth Management LLC | 0.27% | No change | 16,578 | $1.4M |
| Meridian Wealth Management, LLC | 0.05% | Add +0.6% | 16,253 | $1.3M |
| Boston Partners | 0.00% | New | 16,174 | $1.3M |
| Investment Research Partners LLC | 0.60% | — | 16,167 | $1.3M |
| Deutsche Bank AG | 0.00% | No change | 16,101 | $1.3M |
| Hutchens & Kramer Investment Management Group, LLC | 0.53% | Add +3.5% | 16,062 | $1.3M |
| NDWM LLC | 0.90% | Reduce -18.1% | 15,971 | $1.3M |
| Brightwater Advisory LLC | 0.91% | Reduce -0.1% | 15,942 | $1.3M |
| Crews Bank & Trust | 0.19% | No change | 15,914 | $1.3M |
| Discipline Wealth Solutions, LLC | 0.34% | Add +16.4% | 15,662 | $1.3M |
| Independent Wealth Network Inc. | 0.42% | Add +11.9% | 15,612 | $1.3M |
| GenTrust, LLC | 0.06% | Reduce -0.2% | 15,545 | $1.3M |
| SageView Advisory Group, LLC | 0.04% | Reduce -18.1% | 15,530 | $1.3M |
| Elevation Point Wealth Partners, LLC | 0.09% | Add +491.6% | 15,488 | $1.3M |
| St. James Investment Company, LLC | 0.20% | Add +5.8% | 15,415 | $1.3M |
| Benedict Financial Advisors Inc. | 0.28% | Add +29.9% | 15,294 | $1.3M |
| Coastal Bridge Advisors, LLC | 0.10% | No change | 15,203 | $1.3M |
| Rather & Kittrell, Inc. | 0.22% | Reduce -0.8% | 15,153 | $1.3M |
| Objective Capital Management, LLC | 1.30% | Reduce -6.9% | 15,141 | $1.3M |
| Financial Management Professionals, Inc. | 0.13% | Reduce -1.2% | 15,105 | $1.3M |
| Element Wealth, LLC | 0.54% | Reduce -1.6% | 14,979 | $1.2M |
| PKS Advisory Services, LLC | 0.29% | Reduce -42.2% | 14,932 | $1.2M |
| Kathleen S. Wright Associates Inc. | 0.45% | Reduce -0.1% | 14,718 | $1.2M |
| Hobbs Group Advisors, LLC | 0.38% | Add +9.4% | 14,713 | $1.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +0.9% | 14,699 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -2.1% | 14,557 | $1.2M |
| Veracity Capital LLC | 0.39% | Reduce -14.4% | 14,497 | $1.2M |
| Palumbo Wealth Management LLC | 0.38% | Add +486.3% | 122,246 | $1.2M |
| Lee Financial Co | 0.15% | Reduce -11.2% | 14,316 | $1.2M |
| Independent Family Office, LLC | 0.50% | Reduce -12.7% | 14,168 | $1.2M |
| Cooper Financial Group | 0.13% | Reduce -12.7% | 14,040 | $1.2M |
| United Community Bank | 0.36% | Add +220.1% | 13,910 | $1.2M |
| Invested Advisors | 1.68% | — | 14,066 | $1.2M |
| Evelyn Partners Asset Management Ltd | 0.26% | Add +0.1% | 13,807 | $1.1M |
| Farmers Trust Co. | 0.20% | No change | 13,801 | $1.1M |
| Acropolis Investment Management, LLC | 0.06% | Add +17.0% | 13,643 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Reduce -12.3% | 13,412 | $1.1M |
| Aspire Growth Partners LLC | 0.81% | Add +1.0% | 13,284 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -15.5% | 13,283 | $1.1M |
| Lokken Investment Group LLC | 0.38% | Add +27.7% | 13,268 | $1.1M |
| Daymark Wealth Partners, LLC | 0.04% | Add +136.8% | 13,220 | $1.1M |
| Fidelis Capital Partners, LLC | 0.09% | No change | 13,217 | $1.1M |
| Capital Counsel LLC | 0.04% | No change | 13,175 | $1.1M |
| Advanced Asset Management Advisors Inc | 0.29% | Reduce -15.8% | 13,123 | $1.1M |
| Mullooly Asset Management, Inc. | 0.42% | Add +11.3% | 13,069 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +1.8% | 12,876 | $1.1M |
| Leigh Baldwin & Co., LLC | 0.60% | Add +10.5% | 12,872 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.3% | 12,864 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +0.7% | 12,768 | $1.1M |
| VestGen Advisors, LLC | 0.03% | Add +8.0% | 12,613 | $1.0M |
| MSH Capital Advisors LLC | 0.28% | Reduce -4.0% | 12,609 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -40.6% | 12,573 | $1.0M |
| FWL Investment Management, LLC | 0.27% | Add +1.7% | 12,500 | $1.0M |
| San Luis Wealth Advisors LLC | 0.19% | New | 12,463 | $1.0M |
| Chapin Davis, Inc. | 0.25% | Add +26.4% | 12,462 | $1.0M |
| McDonald Partners LLC | 0.31% | Add +6.0% | 12,387 | $1.0M |
| Two Sigma Securities, LLC | 0.15% | Reduce -26.8% | 12,352 | $1.0M |
| Oliver Luxxe Assets LLC | 0.16% | Reduce -11.2% | 12,276 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Add +0.0% | 12,138 | $1.0M |
| Valpey Financial Services, LLC | 0.66% | Add +4.8% | 12,135 | $1.0M |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -6.2% | 11,970 | $993K |
| New Wave Wealth Advisors LLC | 0.39% | Reduce -13.3% | 11,960 | $992K |
| Calamos Wealth Management LLC | 0.04% | No change | 11,908 | $988K |
| Lowery Thomas, LLC | 0.57% | Add +11.2% | 11,833 | $982K |
| Foundry Financial Group, Inc. | 0.51% | Reduce -7.3% | 11,749 | $975K |
| Modera Wealth Management, LLC | 0.01% | Reduce -41.5% | 11,724 | $973K |
| Clientfirst Wealth Management, LLC | 0.78% | Add +1.1% | 11,689 | $970K |
| First Foundation Advisors | 0.04% | Reduce -16.6% | 11,682 | $969K |
| IFS Group,LLC | 0.85% | — | 11,700 | $969K |
| WJ Wealth Management, LLC | 0.42% | Reduce -94.8% | 11,636 | $966K |
| Bessemer Group Inc. | 0.00% | No change | 11,613 | $963K |
| NCM Capital Management, LLC | 0.37% | Add +21.1% | 11,589 | $961K |
| Wealth Advisory Solutions, LLC | 0.23% | Add +2.7% | 11,558 | $959K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -15.0% | 11,430 | $948K |
| Eq LLC | 0.32% | Add +46.9% | 11,412 | $947K |
| ORG Partners LLC | 0.18% | Add +0.0% | 11,422 | $945K |
| Axis Wealth Partners, LLC | 0.55% | Reduce -15.3% | 11,384 | $944K |
| M3 Advisory Group, LLC | 0.59% | Add +1.1% | 11,369 | $943K |
| SBI Securities Co., Ltd. | 0.02% | Add +34.6% | 11,353 | $942K |
| IFG Advisory, LLC | 0.04% | Reduce -4.7% | 11,321 | $939K |
| Crestwood Advisors Group, LLC | 0.02% | Reduce -4.3% | 11,239 | $932K |
| Advisory Research Inc. | 0.12% | No change | 11,171 | $927K |
| Marshall & Sterling Wealth Advisors Inc. | 0.59% | Add +1.0% | 11,137 | $924K |
| Glen Eagle Advisors, LLC | 0.13% | Add +4.4% | 11,052 | $917K |
| Compass Ion Advisors, LLC | 0.09% | Add +0.8% | 11,035 | $915K |
| RDA Financial Network | 0.23% | Add +58.6% | 11,035 | $915K |
| Clare Market Investments LLC | 0.18% | New | 11,000 | $913K |
| Kelleher Financial Advisors | 0.23% | New | 10,896 | $904K |
| Johnson Financial Group, Inc. | 0.03% | Reduce -16.5% | 10,840 | $899K |
| Childress Capital Advisors, LLC | 0.16% | New | 10,800 | $896K |
| Root Financial Partners, LLC | 0.06% | Add +10.1% | 10,762 | $893K |
| HFG Wealth Management, LLC | 0.47% | Add +10.9% | 10,519 | $873K |
| Simon Quick Advisors, LLC | 0.04% | Add +0.3% | 10,518 | $873K |
| Private Trust Co. NA | 0.08% | Add +38.1% | 10,505 | $871K |
| Ironwood Investment Counsel, LLC | 0.13% | Reduce -0.7% | 10,503 | $871K |
| Ironwood Wealth Management, LLC. | 0.29% | Add +11.1% | 10,500 | $871K |
| Squarepoint Ops LLC | 0.00% | Reduce -31.7% | 10,394 | $862K |
| Krilogy Financial LLC | 0.03% | New | 10,314 | $853K |
| Invst, LLC | 0.10% | Reduce -94.8% | 10,263 | $851K |
| Brown Brothers Harriman & Co. | 0.01% | Add +2.0% | 10,231 | $849K |
| Obermeyer Wealth Partners | 0.04% | Add +66.8% | 10,108 | $839K |
| Allred Capital Management, LLC | 0.29% | Reduce -10.0% | 10,107 | $838K |
| Old National Bancorp | 0.01% | No change | 10,008 | $830K |
| Persistent Asset Partners Ltd | 0.60% | New | 10,000 | $830K |
| KDT Advisors, LLC | 1.21% | New | 9,980 | $828K |
| Sound View Wealth Advisors Group, LLC | 0.06% | No change | 9,914 | $822K |
| Amarillo National Bank | 0.14% | Reduce -8.6% | 9,887 | $820K |
| Bright Financial Advisors, Inc. | 0.40% | Reduce -4.9% | 9,822 | $815K |
| Clearwater Capital Advisors, LLC | 0.07% | No change | 9,802 | $813K |
| Severin Investments, LLC | 0.72% | Reduce -2.5% | 9,773 | $811K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -81.7% | 9,749 | $809K |
| Summa Corp. | 0.35% | No change | 9,690 | $804K |
| Vise Technologies, Inc. | 0.03% | New | 9,606 | $797K |
| PFG Advisors | 0.03% | New | 9,502 | $788K |
| Gould Capital, LLC | 0.49% | New | 9,500 | $788K |
| Pinnacle Wealth Planning Services, Inc. | 0.09% | No change | 9,436 | $783K |
| Aegis Wealth Management LLC | 0.42% | Reduce -36.3% | 9,401 | $780K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -0.7% | 9,397 | $780K |
| Traynor Capital Management, Inc. | 0.04% | New | 9,200 | $763K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -0.7% | 9,182 | $762K |
| New South Capital Management Inc. | 0.03% | No change | 9,125 | $757K |
| Whitegate Investment Counselors, Inc. | 0.25% | Reduce -5.4% | 9,096 | $755K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -54.0% | 9,113 | $754K |
| West Michigan Advisors, LLC | 0.18% | Add +24.9% | 9,078 | $753K |
| Retirement Income Solutions, Inc. | 0.13% | Add +5.9% | 9,039 | $750K |
| Strategic Wealth Partners, Ltd. | 0.06% | Reduce -6.3% | 9,022 | $748K |
| Cobblestone Capital Advisors LLC | 0.04% | Reduce -0.9% | 9,003 | $747K |
| Noble Wealth Management PBC | 0.40% | — | 8,991 | $746K |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | 0.49% | New | 8,967 | $741K |
| Aspiriant, LLC | 0.02% | Reduce -30.1% | 8,899 | $738K |
| Factor Wealth Management LTD | 0.18% | Add +38.0% | 8,895 | $738K |
| International Assets Investment Management, LLC | 0.06% | No change | 8,861 | $731K |
| Alhambra Investment Management LLC | 0.35% | Reduce -3.9% | 8,765 | $727K |
| Addison Capital Co | 0.21% | Reduce -3.0% | 8,749 | $726K |
| DMC Group, LLC | 0.50% | Add +14.4% | 8,699 | $722K |
| Burke & Herbert Bank & Trust Co. | 0.15% | Reduce -8.2% | 8,678 | $720K |
| Spreng Capital Management, Inc. | 0.29% | Reduce -7.7% | 8,669 | $719K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.2% | 8,666 | $719K |
| Clearbridge Investments, LLC | 0.00% | Add +1.7% | 8,633 | $716K |
| Caprock Group, LLC | 0.02% | — | 8,590 | $713K |
| Zhang Financial LLC | 0.03% | Reduce -26.8% | 8,476 | $703K |
| Garrison Point Advisors, LLC | 0.29% | Add +0.7% | 8,395 | $696K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.22% | Reduce -2.4% | 8,365 | $694K |
| Gries Financial LLC | 0.11% | Reduce -1.8% | 8,306 | $689K |
| Farmers National Bank | 0.16% | Reduce -8.4% | 8,284 | $687K |
| Sierra Capital LLC | 0.08% | No change | 8,285 | $687K |
| TFB Advisors LLC | 0.20% | Reduce -82.8% | 8,244 | $684K |
| Auxano Advisors, LLC | 0.14% | Reduce -31.8% | 8,209 | $681K |
| Barrett & Company, Inc. | 0.23% | Reduce -2.2% | 8,194 | $680K |
| Stordahl Capital Management, Inc. | 0.14% | Add +12.6% | 8,189 | $679K |
| Capital Investment Advisory Services, LLC | 0.05% | Reduce -43.2% | 8,182 | $679K |
| Berger Financial Group, Inc | 0.04% | Add +42.1% | 8,124 | $674K |
| Americana Partners, LLC | 0.02% | Add +0.0% | 8,106 | $672K |
| Wesbanco Bank Inc. | 0.02% | Reduce -59.2% | 8,059 | $669K |
| Optima Capital LLC | 0.32% | Add +4.7% | 7,924 | $657K |
| Valeo Financial Advisors, LLC | 0.01% | Add +2.8% | 7,923 | $657K |
| Alliance Wealth Management Group | 0.14% | Add +40.2% | 7,815 | $648K |
| Mezzasalma Advisors, LLC | 0.16% | Add +4.3% | 7,754 | $643K |
| F/m Investments LLC | 0.02% | Add +1.6% | 7,730 | $641K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -88.4% | 7,725 | $641K |
| Guardian Partners Inc. | 0.05% | Reduce -28.3% | 7,654 | $634K |
| FLP Wealth Management, LLC | 1.78% | Reduce -2.4% | 7,635 | $633K |
| Arrowroot Family Office, LLC | 0.25% | Add +1.7% | 7,598 | $630K |
| Fiducient Advisors LLC | 0.07% | Reduce -2.6% | 7,586 | $629K |
| Northwest Wealth Management, LLC | 0.10% | Add +1.8% | 7,566 | $628K |
| Biltmore Wealth Management, LLC | 0.24% | Reduce -33.7% | 7,565 | $628K |
| Purus Wealth Management, LLC | 0.20% | Add +13.1% | 7,534 | $625K |
| SkyOak Wealth, LLC | 0.12% | No change | 7,530 | $625K |
| Savant Capital, LLC | 0.00% | Add +36.1% | 7,508 | $623K |
| North Capital, Inc. | 0.48% | Reduce -1.0% | 7,486 | $621K |
| Virtue Capital Management, LLC | 0.10% | Reduce -84.8% | 9,342 | $620K |
| Clearstead Trust, LLC | 0.11% | Reduce -2.1% | 7,418 | $615K |
| Pinnacle Wealth Management Group, Inc. | 0.32% | Reduce -0.7% | 7,412 | $615K |
| Ewing Morris & Co. Investment Partners Ltd. | 0.26% | Add +4.5% | 7,305 | $606K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -82.6% | 7,284 | $604K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Add +1.4% | 7,280 | $604K |
| Guidance Capital, Inc. | 0.16% | Add +36.4% | 7,234 | $601K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -27.2% | 7,239 | $601K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +0.9% | 7,211 | $598K |
| Rodgers Brothers Inc. | 0.07% | No change | 7,200 | $597K |
| A. D. Beadell Investment Counsel, Inc. | 0.40% | Add +17.9% | 7,157 | $593K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Add +25.1% | 7,130 | $592K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 7,126 | $591K |
| One Capital Management, LLC | 0.02% | Reduce -0.4% | 7,115 | $590K |
| Summit Financial, LLC | 0.01% | Add +21.0% | 7,082 | $588K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -67.5% | 7,037 | $584K |
| Vicus Capital | 0.04% | Reduce -62.1% | 7,014 | $582K |
| Castleview Partners, LLC | 0.32% | Add +56.4% | 7,003 | $581K |
| Azimuth Capital Investment Management LLC | 0.02% | Add +2.0% | 7,003 | $581K |
| Blalock Williams, LLC | 0.51% | Add +10.2% | 6,978 | $579K |
| SPC Financial, Inc. | 0.05% | Add +2.2% | 6,957 | $577K |
| Weaver Consulting Group | 0.15% | Reduce -8.0% | 6,918 | $574K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -10.0% | 6,888 | $571K |
| Moneco Advisors, LLC | 0.05% | Add +15.6% | 6,860 | $569K |
| Gateway Wealth Partners, LLC | 0.08% | New | 6,857 | $569K |
| Oxbow Advisors, LLC | 0.05% | Reduce -26.6% | 6,850 | $568K |
| Apexium Financial, LP | 0.03% | Reduce -19.7% | 6,805 | $565K |
| Calton & Associates, Inc. | 0.08% | Add +1.5% | 6,777 | $562K |
| Stephens Group Asset Management, LLC | 0.04% | No change | 6,744 | $559K |
| Easterly Investment Partners LLC | 0.04% | No change | 6,734 | $559K |
| Capital Advisors Wealth Management, LLC | 0.08% | Add +29.9% | 6,733 | $559K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -21.9% | 6,724 | $558K |
| Buckhead Capital Management LLC | 0.20% | Add +18.4% | 6,562 | $544K |
| Absolute Capital Management, LLC | 0.23% | Reduce -51.4% | 6,558 | $544K |
| Israel Discount Bank of New York | 1.61% | New | 6,545 | $543K |
| Raab & Moskowitz Asset Management LLC | 0.12% | Reduce -0.6% | 6,454 | $535K |
| Canopy Partners, LLC | 0.18% | Reduce -19.7% | 6,448 | $535K |
| Potomac Fund Management Inc. | 0.02% | Reduce -2.2% | 6,445 | $535K |
| Prosperity Consulting Group, LLC | 0.03% | New | 6,430 | $533K |
| 180 Wealth Advisors, LLC | 0.06% | Add +17.5% | 6,382 | $529K |
| Alternative Investment Advisors, LLC. | 0.24% | Reduce -8.3% | 6,363 | $528K |
| Fonville Wealth Management LLC | 0.12% | Add +0.7% | 6,245 | $518K |
| Montecito Bank & Trust | 0.08% | — | 6,223 | $516K |
| Vantage Financial Partners, LLC | 0.11% | Reduce -30.9% | 6,216 | $516K |
| OneAscent Financial Services LLC | 0.03% | Reduce -11.8% | 6,197 | $514K |
| Beverly Hills Private Wealth, LLC | 0.09% | No change | 6,152 | $510K |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 6,145 | $510K |
| Live Oak Private Wealth LLC | 0.07% | Reduce -7.2% | 6,140 | $509K |
| Bond & Devick Financial Network, Inc. | 0.15% | Add +24.9% | 6,127 | $508K |
| Mustico Financial Group, Inc. | 0.51% | Reduce -9.1% | 6,201 | $505K |
| Retirement Capital Strategies | 0.19% | Reduce -39.5% | 6,091 | $505K |
| Peddock Capital Advisors, LLC | 0.11% | Add +0.3% | 6,081 | $505K |
| Optimum Investment Advisors | 0.20% | Reduce -13.0% | 6,034 | $501K |
| GreatBanc Trust CO | 0.34% | — | 6,025 | $500K |
| Barr E S & Co. | 0.03% | No change | 6,025 | $500K |
| Kelly Financial Group LLC | 0.13% | Reduce -22.9% | 5,998 | $498K |
| Ethos Financial Group, LLC | 0.04% | Reduce -96.5% | 5,991 | $497K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -4.6% | 5,955 | $494K |
| Forum Private Client Group LLC | 0.18% | Add +0.4% | 5,953 | $494K |
| Howard Financial Services, LTD. | 0.06% | Reduce -10.7% | 5,939 | $493K |
| Waterloo Capital, L.P. | 0.04% | Reduce -33.9% | 5,933 | $492K |
| Impact Partnership Wealth, LLC | 0.07% | Reduce -38.1% | 5,916 | $491K |
| Beirne Wealth Consulting Services, LLC | 0.12% | No change | 5,885 | $488K |
| Bay Rivers Group | 0.21% | Add +6.1% | 5,878 | $488K |
| Trust Co | 0.05% | No change | 5,840 | $484K |
| Horizon Family Wealth, Inc. | 0.28% | Add +1.9% | 5,797 | $481K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 5,784 | $480K |
| Woodmont Investment Counsel LLC | 0.03% | Add +19.4% | 5,718 | $474K |
| Lester Murray Antman dba SimplyRich | 0.13% | Reduce -2.1% | 5,707 | $473K |
| Westfuller Advisors, LLC | 0.21% | Reduce -3.3% | 5,694 | $472K |
| DeDora Capital, Inc. | 0.11% | Reduce -0.0% | 5,682 | $471K |
| Mgo One Seven LLC | 0.01% | Add +55.1% | 5,681 | $471K |
| American Trust | 0.04% | Add +39.3% | 5,645 | $468K |
| CVA Family Office, LLC | 0.06% | No change | 5,625 | $467K |
| Joel Isaacson & Co., LLC | 0.02% | Add +10.8% | 5,619 | $466K |
| Harbour Capital Advisors, LLC | 0.10% | Add +5.0% | 5,620 | $465K |
| Kovack Advisors, Inc. | 0.04% | Reduce -4.0% | 5,585 | $463K |
| Headlands Technologies LLC | 0.04% | Reduce -56.8% | 5,574 | $462K |
| BankPlus Trust Department | 0.12% | No change | 5,551 | $461K |
| Hancock Whitney Corp. | 0.01% | Reduce -0.8% | 5,535 | $459K |
| Bryn Mawr Trust Advisors, LLC | 0.02% | Reduce -14.7% | 5,518 | $458K |
| Lifeworks Advisors, LLC | 0.06% | No change | 5,517 | $458K |
| BTS Asset Management, Inc. | 0.59% | New | 5,513 | $457K |
| Diversified Portfolios, Inc. | 0.04% | Add +0.1% | 5,491 | $456K |
| Occidental Asset Management, LLC | 0.06% | Reduce -22.3% | 5,472 | $454K |
| Banque Pictet & Cie SA | 0.00% | No change | 5,464 | $453K |
| Scharf Investments, LLC | 0.01% | New | 5,423 | $450K |
| Norden Group LLC | 0.05% | Reduce -81.2% | 5,417 | $449K |
| Caldwell Sutter Capital, Inc. | 0.19% | Add +10.6% | 5,368 | $445K |
| WNY Asset Management, LLC | 0.04% | Reduce -11.2% | 5,345 | $443K |
| Oak Associates Ltd. | 0.03% | Reduce -82.6% | 5,298 | $440K |
| Blue Edge Capital, LLC | 0.06% | Add +2.9% | 5,282 | $438K |
| Capital Investment Counsel, LLC | 0.06% | Reduce -56.5% | 5,278 | $438K |
| Cape Investment Advisory, Inc. | 0.43% | Reduce -11.4% | 5,275 | $438K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +2.5% | 5,268 | $437K |
| Sowell Financial Services LLC | 0.02% | Reduce -64.7% | 5,246 | $435K |
| Brickley Wealth Management | 0.08% | No change | 5,208 | $432K |
| Postrock Partners LLC | 0.19% | No change | 5,192 | $431K |
| Park Place Capital Corp | 0.09% | Reduce -30.7% | 5,172 | $429K |
| L.K. Benson & Company, P.C. | 0.23% | Add +0.1% | 5,157 | $428K |
| Tiemann Investment Advisors, LLC | 0.16% | No change | 5,150 | $427K |
| Conservest Capital Advisors, Inc. | 0.04% | Reduce -37.6% | 5,136 | $426K |
| Shepherd Financial Partners LLC | 0.04% | Reduce -2.4% | 5,131 | $426K |
| ARS Wealth Advisors Group, LLC | 0.04% | Reduce -17.4% | 5,101 | $423K |
| Forte Asset Management LLC | 0.20% | No change | 5,100 | $423K |
| Allen Capital Group, LLC | 0.04% | Reduce -23.5% | 5,090 | $422K |
| Maridea Wealth Management LLC | 0.06% | Add +43.3% | 5,022 | $417K |
| Strategy Asset Managers LLC | 0.07% | Reduce -68.9% | 5,006 | $415K |
| Boyd Watterson Asset Management LLC | 0.12% | No change | 5,000 | $415K |
| Renasant Bank | 0.26% | Reduce -18.8% | 4,977 | $413K |
| Northcape Wealth Management, LLC | 0.12% | New | 4,975 | $413K |
| Twele Capital Management, Inc. | 0.08% | No change | 4,975 | $413K |
| Phillips Financial Management, LLC | 0.03% | Reduce -7.4% | 4,966 | $412K |
| Lee Danner & Bass Inc. | 0.03% | Reduce -4.8% | 4,965 | $412K |
| Whittier Trust Co. | 0.00% | No change | 4,970 | $411K |
| TCP Asset Management, LLC | 0.07% | Add +0.1% | 4,939 | $410K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -25.4% | 4,903 | $407K |
| PCG Wealth Advisors, LLC | 0.12% | New | 4,882 | $405K |
| Legacy Capital Wealth Partners, LLC | 0.09% | Add +0.9% | 4,872 | $404K |
| Inman Jager Wealth Management, LLC | 0.26% | No change | 4,871 | $404K |
| Elyxium Wealth, LLC | 0.14% | Reduce -30.4% | 4,858 | $403K |
| Tanglewood Wealth Management, Inc. | 0.04% | No change | 4,855 | $403K |
| Omnia Family Wealth, LLC | 0.13% | Add +73.4% | 4,844 | $402K |
| Wellington Shields Capital Management, LLC | 0.06% | No change | 4,775 | $396K |
| Cheviot Value Management, LLC | 0.04% | Reduce -1.7% | 4,747 | $395K |
| Flow Traders U.S. LLC | 0.02% | Reduce -46.5% | 4,723 | $392K |
| Whalen Wealth Management Inc. | 0.23% | Add +5.4% | 4,702 | $390K |
| Fortem Financial Group, LLC | 0.11% | Reduce -41.1% | 4,698 | $390K |
| TrueWealth Advisors, LLC | 0.11% | No change | 4,686 | $389K |
| Asset Management Group, Inc. | 0.06% | Add +0.9% | 4,685 | $389K |
| Charles Schwab Trust Co | 0.03% | Add +0.7% | 4,681 | $388K |
| Quartz Partners, LLC | 0.14% | No change | 4,675 | $388K |
| Pinnacle Associates Ltd. | 0.01% | Add +0.6% | 4,655 | $386K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.1% | 4,646 | $385K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 4,635 | $385K |
| Mission Wealth Management, LP | 0.01% | Reduce -40.1% | 4,617 | $383K |
| Dimension Capital Management LLC | 0.06% | No change | 4,583 | $380K |
| Joseph P. Lucia & Associates, LLC | 0.14% | Reduce -2.1% | 4,532 | $376K |
| Windward Private Wealth Management Inc. | 0.13% | Reduce -2.7% | 4,504 | $374K |
| Norris Financial Group, LLC | 0.14% | No change | 4,482 | $372K |
| Novem Group | 0.04% | Add +6.6% | 4,462 | $370K |
| Secure Asset Management, LLC | 0.06% | Add +0.6% | 4,426 | $366K |
| Bokf, NA | 0.01% | No change | 4,407 | $366K |
| Cahill Financial Advisors Inc. | 0.04% | New | 4,376 | $363K |
| Trademark Financial Management, LLC | 0.21% | Reduce -1.7% | 4,319 | $358K |
| Stapp Wealth Management, PLLC | 0.48% | No change | 4,275 | $355K |
| Csenge Advisory Group | 0.02% | Reduce -81.5% | 4,258 | $353K |
| Two West Capital Advisors LLC | 0.21% | Add +1.3% | 4,228 | $351K |
| Woodward Diversified Capital, LLC | 0.16% | Reduce -0.7% | 4,232 | $351K |
| Yarger Wealth Strategies, LLC | 0.16% | No change | 4,223 | $350K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -18.9% | 4,221 | $350K |
| Pasadena Private Wealth, LLC | 0.05% | Reduce -5.6% | 4,220 | $350K |
| Hilton Capital Management, LLC | 0.03% | No change | 4,218 | $350K |
| Phoenix Financial Ltd. | 0.00% | No change | 4,209 | $349K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -0.1% | 4,195 | $348K |
| Townsquare Capital LLC | 0.05% | Reduce -58.0% | 4,192 | $348K |
| TCFG Wealth Management, LLC | 0.14% | Reduce -33.4% | 4,187 | $347K |
| AMG National Trust Bank | 0.01% | No change | 4,150 | $344K |
| Golden State Wealth Management, LLC | 0.04% | Add +83.3% | 4,147 | $344K |
| North Star Investment Management Corp. | 0.02% | Reduce -1.7% | 4,146 | $344K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -4.3% | 4,143 | $344K |
| Traveka Wealth, LLC | 0.15% | No change | 4,141 | $344K |
| Formidable Asset Management, LLC | 0.05% | Add +20.3% | 4,145 | $343K |
| Tempus Wealth Planning, LLC | 0.08% | No change | 4,123 | $342K |
| Kestra Investment Management, LLC | 0.01% | Add +40.4% | 4,121 | $342K |
| Sovereign Financial Group, Inc. | 0.06% | Add +15.9% | 4,021 | $334K |
| Smith Thornton Advisors LLC | 0.17% | No change | 3,988 | $331K |
| Verdence Capital Advisors LLC | 0.02% | Add +13.3% | 3,973 | $330K |
| Interactive Financial Advisors, Inc. | 0.18% | Reduce -7.5% | 3,974 | $330K |
| Tectonic Advisors LLC | 0.02% | Reduce -4.2% | 3,971 | $329K |
| Flagstar Securities, Inc. | 0.10% | Reduce -2.1% | 3,954 | $328K |
| Stanley-Laman Group, Ltd. | 0.05% | Reduce -5.8% | 3,938 | $327K |
| Fiduciary Alliance LLC | 0.02% | Reduce -13.8% | 3,919 | $325K |
| Wernau Asset Management Inc. | 0.34% | No change | 3,918 | $325K |
| Southeast Asset Advisors, LLC | 0.04% | Reduce -0.3% | 3,915 | $325K |
| MetLife Investment Management, LLC | 0.00% | No change | 3,914 | $325K |
| Ameriflex Group, Inc. | 0.12% | Add +1686.3% | 3,912 | $325K |
| NorthRock Partners, LLC | 0.01% | Reduce -46.3% | 3,908 | $324K |
| Idaho Trust Co | 0.11% | New | 3,883 | $322K |
| Transamerica Financial Advisors, LLC | 0.03% | Reduce -97.4% | 3,865 | $321K |
| Goldstone Financial Group, LLC | 0.04% | New | 3,836 | $318K |
| Insight Wealth Partners, LLC | 0.14% | Add +24.3% | 3,819 | $317K |
| Cadinha & Co. LLC | 0.04% | Reduce -9.5% | 3,807 | $316K |
| Avestar Capital, LLC | 0.02% | New | 3,804 | $316K |
| Fairfield, Bush & Co. | 0.16% | No change | 3,800 | $315K |
| Northeast Financial Group, Inc. | 0.08% | Reduce -1.5% | 3,763 | $312K |
| Global View Capital Management LLC | 0.07% | New | 3,722 | $309K |
| Trajan Wealth LLC | 0.01% | Reduce -25.9% | 3,698 | $307K |
| Wealth Effects LLC | 0.10% | Add +7.0% | 3,688 | $306K |
| Avaii Wealth Management, LLC | 0.12% | Reduce -7.3% | 3,685 | $306K |
| Roger Wittlin Investment Advisory, LLC | 0.17% | Add +1.0% | 3,679 | $305K |
| Eagle Strategies LLC | 0.04% | Reduce -10.6% | 3,662 | $304K |
| Roberts Wealth Advisors, LLC | 0.08% | Reduce -5.3% | 3,653 | $303K |
| M. Kulyk & Associates, LLC | 0.06% | Reduce -7.0% | 3,619 | $300K |
| Lyell Wealth Management, LP | 0.02% | Reduce -0.7% | 3,612 | $300K |
| IPG Investment Advisors LLC | 0.05% | Reduce -30.5% | 3,610 | $299K |
| TPG Advisors LLC | 0.20% | No change | 3,607 | $299K |
| West Wealth Group, LLC | 0.07% | Add +18.0% | 3,585 | $297K |
| Arbor Trust Wealth Advisors, LLC | 0.13% | No change | 3,586 | $297K |
| Prelude Capital Management, LLC | 0.02% | New | 3,570 | $296K |
| Seed Wealth Management, Inc. | 0.20% | Reduce -4.2% | 3,565 | $296K |
| LCNB Corp. | 0.10% | Reduce -1.5% | 3,565 | $296K |
| Cushing Capital Partners, LLC | 0.23% | No change | 3,544 | $294K |
| Arkos Global Advisors | 0.04% | No change | 3,527 | $293K |
| Pekin Hardy Strauss, Inc. | 0.03% | New | 3,515 | $292K |
| Global Assets Advisory, LLC | 0.09% | Reduce -40.6% | 3,494 | $290K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.06% | Reduce -6.6% | 3,457 | $287K |
| Verum Partners LLC | 0.06% | Reduce -2.9% | 3,452 | $286K |
| Hanover Advisors Inc. | 0.11% | No change | 3,418 | $284K |
| Sunpointe, LLC | 0.10% | Add +2.3% | 3,407 | $283K |
| Argent Trust Co | 0.01% | Reduce -9.7% | 3,407 | $283K |
| EdgeRock Capital LLC | 0.08% | Reduce -5.8% | 3,406 | $283K |
| Warner Financial, Inc. | 0.11% | New | 3,395 | $282K |
| Valmark Advisers, Inc. | 0.00% | Add +9.3% | 3,373 | $280K |
| GW Henssler & Associates Ltd. | 0.01% | Add +4.7% | 3,361 | $279K |
| ETF Store, Inc. | 0.29% | Reduce -1.9% | 3,347 | $278K |
| Napa Wealth Management | 0.13% | Reduce -10.2% | 3,317 | $275K |
| Central Pacific Bank - Trust Division | 0.03% | No change | 3,314 | $275K |
| Evolution Wealth Advisors, LLC | 0.04% | No change | 3,270 | $271K |
| AllSquare Wealth Management LLC | 0.14% | No change | 3,250 | $270K |
| Fortis Group Advisors, LLC | 0.05% | Reduce -95.2% | 3,247 | $269K |
| Etesian Wealth Advisors, Inc. | 0.09% | No change | 3,245 | $269K |
| Coppell Advisory Solutions LLC | 0.03% | Add +10.7% | 3,239 | $269K |
| Columbia Bank | 0.07% | New | 3,226 | $268K |
| Arrow Financial Corp | 0.03% | No change | 3,226 | $268K |
| ONE Advisory Partners, LLC | 0.08% | New | 3,205 | $266K |
| Autumn Glory Partners, LLC | 0.11% | Reduce -2.5% | 3,197 | $265K |
| Able Wealth Management LLC | 0.10% | Add +0.8% | 3,173 | $263K |
| Sei Investments Co. | 0.00% | New | 3,150 | $261K |
| Sax Wealth Advisors, LLC | 0.01% | Reduce -36.9% | 3,146 | $261K |
| Finley Financial, LLC | 0.12% | No change | 3,145 | $261K |
| SWP Financial LLC | 0.13% | No change | 3,138 | $260K |
| Marble Harbor Investment Counsel, LLC | 0.03% | New | 3,129 | $260K |
| Rollins Financial Advisors, LLC | 0.04% | Reduce -5.5% | 3,124 | $259K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 3,119 | $259K |
| Second Line Capital, LLC | 0.05% | Add +12.7% | 3,109 | $258K |
| Retirement Planning Group, LLC | 0.01% | Reduce -4.2% | 3,101 | $257K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | Add +0.2% | 3,104 | $257K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -26.5% | 3,097 | $257K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | No change | 3,085 | $256K |
| Tyche Wealth Partners LLC | 0.04% | New | 3,074 | $255K |
| Mayflower Financial Advisors, LLC | 0.03% | No change | 3,066 | $254K |
| Cynosure Group, LLC | 0.03% | No change | 3,066 | $254K |
| Ridgewood Investments LLC | 0.11% | No change | 3,038 | $252K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 3,010 | $250K |
| Cardiff Park Advisors, LLC | 0.02% | No change | 3,000 | $249K |
| J2 Capital Management Inc | 0.19% | Reduce -6.8% | 2,970 | $246K |
| Hudson Capital Management LLC | 0.07% | Reduce -4.3% | 2,965 | $246K |
| Sollinda Capital Management LLC | 0.07% | Reduce -21.6% | 2,956 | $245K |
| Boreal Capital Management LLC | 0.23% | Reduce -89.8% | 2,933 | $243K |
| First Wilshire Securities Management Inc. | 0.06% | Reduce -13.6% | 2,919 | $242K |
| Rossby Financial, LCC | 0.08% | Reduce -29.4% | 2,888 | $239K |
| Lewis Asset Management, LLC | 0.10% | Add +1.6% | 2,880 | $239K |
| Consolidated Portfolio Review Corp | 0.03% | New | 2,861 | $238K |
| BIP Wealth, LLC | 0.01% | New | 2,864 | $238K |
| Ballast Advisors LLC | 0.07% | Reduce -2.9% | 2,844 | $236K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -1.1% | 2,831 | $235K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 2,830 | $235K |
| Trust Co. of Vermont | 0.01% | Add +9.9% | 2,827 | $235K |
| 1620 Investment Advisors, Inc. | 0.16% | Reduce -25.3% | 2,819 | $234K |
| Private Client Services, LLC | 0.08% | Reduce -56.5% | 2,813 | $233K |
| Market Street Wealth Management Advisors LLC | 0.04% | Add +1.8% | 2,798 | $232K |
| SteelPeak Wealth, LLC | 0.01% | New | 2,777 | $230K |
| Hamilton Wealth, LLC | 0.05% | No change | 2,755 | $229K |
| Rovin Capital /Ut/ | 0.06% | Reduce -80.8% | 2,745 | $228K |
| Willow Creek Wealth Management Inc. | 0.02% | No change | 2,731 | $227K |
| TruWealth Advisors, LLC | 0.01% | Add +5.2% | 2,707 | $225K |
| GatePass Capital, LLC | 0.13% | Reduce -72.1% | 2,704 | $224K |
| Parkside Financial Bank & Trust | 0.02% | Add +112.7% | 2,703 | $224K |
| HBW Advisory Services LLC | 0.03% | Reduce -1.5% | 2,702 | $224K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -56.4% | 2,682 | $222K |
| Inscription Capital, LLC | 0.02% | Reduce -7.7% | 2,682 | $222K |
| Probity Advisors, Inc. | 0.04% | Reduce -5.5% | 2,669 | $221K |
| SimpliFi, Inc. | 0.09% | New | 2,652 | $220K |
| Hilltop Holdings Inc. | 0.01% | Reduce -37.8% | 2,619 | $217K |
| Ergawealth Advisors, Inc. | 0.10% | New | 2,611 | $217K |
| Hickory Point Bank & Trust | 0.16% | New | 2,582 | $214K |
| Clark Asset Management, LLC | 0.02% | New | 2,571 | $213K |
| Arkansas Financial Group, Inc. | 0.03% | Reduce -1.3% | 2,557 | $212K |
| Webster Bank, N. A. | 0.02% | Add +0.8% | 2,556 | $212K |
| Vista Investment Partners Ii, LLC | 0.10% | Reduce -3.1% | 2,553 | $212K |
| Blue Trust, Inc. | 0.00% | Reduce -30.3% | 2,545 | $211K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +0.9% | 2,539 | $211K |
| Seelaus Asset Management LLC | 0.17% | No change | 2,529 | $210K |
| Pettyjohn, Wood & White, Inc. | 0.03% | No change | 2,525 | $209K |
| 1492 Capital Management LLC | 0.08% | No change | 2,520 | $209K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -9.0% | 2,516 | $209K |
| Norris Perne & French LLP | 0.01% | New | 2,515 | $209K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -7.3% | 2,505 | $208K |
| Gouws Capital LLC | 0.11% | New | 2,500 | $207K |
| High Net Worth Advisory Group LLC | 0.05% | No change | 2,500 | $207K |
| D.B. Root & Company, LLC | 0.05% | New | 2,490 | $207K |
| Copia Wealth Management | 0.15% | Reduce -7.1% | 2,479 | $206K |
| Wingate Wealth Advisors, Inc. | 0.14% | New | 2,479 | $206K |
| Core Wealth Partners LLC | 0.09% | Reduce -17.4% | 2,479 | $206K |
| Mandatum Life Insurance Co Ltd | 0.05% | No change | 2,470 | $205K |
| D L Carlson Investment Group Inc. | 0.03% | Reduce -90.8% | 2,449 | $203K |
| Sovran Advisors, LLC | 0.02% | Reduce -1.0% | 2,447 | $203K |
| Compass Planning Associates Inc | 0.19% | Add +1.0% | 2,446 | $203K |
| Allium Financial Advisors, LLC | 0.17% | No change | 2,433 | $202K |
| Pacific Center for Financial Services | 0.05% | Add +15.4% | 2,433 | $202K |
| American Institute for Advanced Investment Management, LLP | 0.13% | Reduce -10.0% | 2,430 | $202K |
| V2 Financial group LLC | 0.11% | No change | 2,418 | $201K |
| Destiny Wealth Partners, LLC | 0.02% | New | 2,411 | $200K |
| Crewe Advisors LLC | 0.02% | Reduce -4.1% | 2,314 | $192K |
| Cordgrass Capital Advisors, LLC | 0.05% | Reduce -20.2% | 2,299 | $191K |
| Woodard & Co. Asset Management Group Inc. | 0.03% | Add +0.9% | 2,267 | $188K |
| ESL Trust Services, LLC | 0.04% | Add +6.5% | 2,194 | $182K |
| Centaurus Financial, Inc. | 0.01% | New | 2,138 | $177K |
| Private Wealth Asset Management, LLC | 0.02% | Add +366.7% | 2,100 | $174K |
| SIMA Wealth Partners, LLC | 0.13% | Reduce -1.7% | 2,051 | $170K |
| Asset Dedication, LLC | 0.01% | Reduce -3.1% | 2,036 | $169K |
| CNB Bank | 0.07% | No change | 2,018 | $167K |
| Raffa Wealth Management, LLC | 0.03% | Add +0.9% | 2,009 | $167K |
| Roble, Belko & Company, Inc | 0.02% | Add +0.8% | 1,999 | $166K |
| 2UniFi Bank | 0.08% | No change | 1,985 | $165K |
| GHP Investment Advisors, Inc. | 0.01% | Add +35.7% | 1,937 | $161K |
| Vestor Capital, LLC | 0.01% | Reduce -81.3% | 1,913 | $159K |
| Strategic Advocates LLC | 0.04% | New | 1,909 | $158K |
| Aventura Private Wealth, LLC | 0.06% | No change | 1,904 | $158K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -1.1% | 1,806 | $150K |
| Horizons Wealth Management | 0.10% | Reduce -0.5% | 1,775 | $147K |
| Ameliora Wealth Management Ltd. | 0.05% | No change | 1,730 | $144K |
| Robinswood Financial LLC | 0.05% | Add +0.4% | 1,694 | $141K |
| Richards, Merrill & Peterson, Inc. | 0.06% | No change | 1,622 | $135K |
| Lummis Asset Management, LP | 0.09% | No change | 1,595 | $132K |
| Deane Retirement Strategies, Inc. | 0.06% | Add +3.6% | 1,594 | $132K |
| Tower View Wealth Management LLC | 0.07% | Reduce -29.4% | 1,572 | $130K |
| Global Trust Asset Management, LLC | 0.06% | Reduce -17.5% | 1,500 | $124K |
| Essential Partners LLC | 0.04% | Add +0.9% | 1,405 | $117K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,405 | $117K |
| Creative Financial Designs Inc. | 0.01% | Add +47.8% | 1,327 | $110K |
| St Germain D J Co. Inc. | 0.00% | Add +46.4% | 1,262 | $105K |
| Caldwell Trust Co | 0.01% | No change | 1,249 | $104K |
| Grove Bank & Trust | 0.01% | No change | 1,200 | $100K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +47.3% | 1,193 | $99K |
| HighMark Wealth Management LLC | 0.04% | Add +0.9% | 1,182 | $98K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,125 | $93K |
| Signature Resources Capital Management, LLC | 0.05% | No change | 1,116 | $93K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -92.1% | 1,100 | $91K |
| Zions Bancorporation, National Association | 0.00% | No change | 1,053 | $87K |
| Financial Life Planners | 0.06% | New | 1,019 | $85K |
| Logan Capital Management Inc. | 0.00% | Add +3.1% | 965 | $80K |
| Covestor Ltd | 0.04% | Reduce -26.1% | 941 | $78K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 908 | $75K |
| Highline Wealth Partners LLC | 0.02% | New | 894 | $74K |
| Vermillion & White Wealth Management Group, LLC | 0.04% | Reduce -6.5% | 875 | $73K |
| Caitlin John, LLC | 0.05% | New | 871 | $72K |
| Hemington Wealth Management | 0.01% | No change | 844 | $70K |
| Darwin Wealth Management, LLC | 0.02% | No change | 843 | $70K |
| Activest Wealth Management | 0.01% | New | 800 | $66K |
| Balentine LLC | 0.00% | No change | 796 | $66K |
| Breakwater Investment Management | 0.02% | No change | 782 | $65K |
| Premier Financial Group | 0.02% | New | 775 | $64K |
| Bell Investment Advisors, Inc | 0.01% | New | 765 | $63K |
| Rialto Wealth Management, LLC | 0.02% | No change | 750 | $62K |
| Bank of New Hampshire | 0.01% | No change | 736 | $61K |
| Howe & Rusling Inc. | 0.00% | Add +87.0% | 677 | $56K |
| Cedar Mountain Advisors, LLC | 0.01% | No change | 673 | $56K |
| Promus Capital, LLC | 0.04% | New | 662 | $55K |
| Chilton Capital Management LLC | 0.00% | No change | 640 | $53K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 624 | $52K |
| Eastern Bank | 0.00% | Reduce -63.8% | 622 | $52K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | No change | 615 | $51K |
| IFS Advisors, LLC | 0.03% | No change | 600 | $50K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | No change | 600 | $50K |
| Northwest Capital Management Inc | 0.05% | No change | 556 | $46K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +782.3% | 547 | $45K |
| New Republic Capital, LLC | 0.01% | No change | 546 | $45K |
| SRH Advisors, LLC | 0.01% | No change | 500 | $41K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -93.3% | 500 | $41K |
| Concord Wealth Partners | 0.01% | Reduce -11.3% | 497 | $41K |
| McIlrath & Eck, LLC | 0.00% | No change | 491 | $41K |
| Grey Fox Wealth Advisors, LLC | 0.01% | New | 459 | $38K |
| Colonial Trust Advisors | 0.00% | No change | 450 | $37K |
| Roxbury Financial LLC | 0.03% | Add +0.7% | 449 | $37K |
| Future Financial Wealth Managment LLC | 0.02% | No change | 438 | $36K |
| Van Eck Associates Corp. | 0.00% | Reduce -6.7% | 416 | $35K |
| Sound Income Strategies, LLC | 0.00% | Reduce -2.9% | 401 | $33K |
| Y.D. More Investments Ltd | 0.00% | No change | 400 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 400 | $33K |
| JNBA Financial Advisors | 0.00% | No change | 395 | $33K |
| Millstone Evans Group, LLC | 0.02% | No change | 394 | $33K |
| Bear Mountain Capital, Inc. | 0.01% | Reduce -64.9% | 378 | $31K |
| CENTRAL TRUST Co | 0.00% | No change | 374 | $31K |
| Horizon Investments, LLC | 0.00% | Reduce -52.9% | 369 | $30K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 362 | $30K |
| Delos Wealth Advisors, LLC | 0.02% | No change | 356 | $30K |
| Holos Integrated Wealth LLC | 0.02% | No change | 355 | $29K |
| Pflug Koory, LLC | 0.01% | Add +637.8% | 332 | $28K |
| West Branch Capital LLC | 0.01% | Add +0.9% | 331 | $27K |
| AlphaCore Capital LLC | 0.00% | Reduce -1.8% | 326 | $27K |
| Key Financial Inc | 0.00% | Add +158.1% | 320 | $26K |
| Colonial Trust Co / SC | 0.00% | Add +13.1% | 310 | $26K |
| Accredited Wealth Management, LLC | 0.02% | Add +50.0% | 450 | $25K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 267 | $22K |
| Hollencrest Capital Management | 0.00% | Reduce -71.8% | 257 | $21K |
| Hanson & Doremus Investment Management | 0.00% | No change | 226 | $19K |
| Salem Investment Counselors Inc. | 0.00% | No change | 218 | $18K |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 212 | $18K |
| Gables Capital Management Inc. | 0.01% | No change | 204 | $17K |
| TD Capital Management LLC | 0.00% | Reduce -29.1% | 202 | $17K |
| Delta Asset Management LLC | 0.00% | No change | 190 | $16K |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 180 | $15K |
| Bogart Wealth, LLC | 0.00% | No change | 175 | $15K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 172 | $14K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 170 | $14K |
| Trust Co. of Toledo NA | 0.00% | No change | 170 | $14K |
| Pacifica Partners Inc. | 0.00% | No change | 163 | $13K |
| Addison Advisors LLC | 0.00% | No change | 160 | $13K |
| Avion Wealth | 0.00% | No change | 135 | $11K |
| Independence Bank of Kentucky | 0.00% | No change | 127 | $11K |
| High Note Wealth, LLC | 0.00% | No change | 123 | $10K |
| Morse Asset Management, Inc | 0.00% | New | 121 | $10K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 119 | $10K |
| Private Wealth Management Group, LLC | 0.00% | New | 115 | $10K |
| IMG Wealth Management, Inc. | 0.01% | Add +0.9% | 106 | $9K |
| Murphy & Mullick Capital Management Corp | 0.01% | Reduce -34.0% | 105 | $9K |
| Oakworth Capital, Inc. | 0.00% | New | 100 | $8K |
| Prudential PLC | 0.00% | Reduce -99.7% | 100 | $8K |
| JPL Wealth Management, LLC | 0.00% | New | 98 | $8K |
| Princeton Global Asset Management LLC | 0.00% | No change | 95 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 92 | $8K |
| City State Bank | 0.00% | No change | 86 | $7K |
| Rational Advisors, Inc. | 0.00% | Reduce -99.6% | 86 | $7K |
| First United Bank & Trust | 0.00% | No change | 85 | $7K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 88 | $7K |
| BTG Pactual Asset Management US LLC | 0.00% | New | 85 | $7K |
| Archer Investment Corp | 0.00% | Reduce -89.0% | 81 | $7K |
| Abich Financial Wealth Management LLC | 0.00% | — | 77 | $6K |
| Horizon Financial Services, LLC | 0.00% | No change | 75 | $6K |
| Orion Capital Management LLC | 0.00% | New | 73 | $6K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 72 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 69 | $6K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 67 | $6K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 66 | $5K |
| Sawyer & Company, Inc | 0.00% | No change | 65 | $5K |
| Rakuten Securities, Inc. | 0.00% | Reduce -15.6% | 54 | $4K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +2.0% | 52 | $4K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 48 | $4K |
| Park Square Financial Group, LLC | 0.01% | Reduce -98.8% | 39 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 36 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -99.0% | 32 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 30 | $2K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 25 | $2K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -92.1% | 24 | $2K |
| Hara Capital LLC | 0.00% | No change | 20 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 15 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 15 | $1K |
| Tucker Asset Management LLC | 0.00% | No change | 14 | $1K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 11 | $913 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 11 | $913 |
| Catherine Avery Investment Management LLC | 0.00% | No change | 8 | $664 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 5 | $415 |
| Richardson Financial Services Inc. | 0.00% | Reduce -70.6% | 5 | $415 |
| Manchester Capital Management LLC | 0.00% | New | 3 | $266 |
| New Millennium Group LLC | 0.00% | New | 3 | $249 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -100.0% | 3 | $209 |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 2 | $166 |
| American Capital Advisory, LLC | 0.00% | No change | 1 | $89 |
"% 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.