iShares Silver TrustSLVETF

13F holders, Q2 2024 (June 30)
871holders +83
137new positions
56sold out
4famous investors
$26.55avg. 13F price*

At the end of Q2 2024, 871 institutions reported holding iShares Silver Trust (SLV) in their 13F filings, up 83 from Q1 2024. 137 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($279.4M), Bank of America Corp. ($216.9M) and UBS Group AG ($209.8M). 4 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Francois Rochon (0.0% of Giverny Capital's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares Silver Trust
CUSIP
46428Q109
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 788Q1 2024Q2 2024: 871Q2 2024Q3 2024: 915Q3 2024Q4 2024: 936Q4 2024Q1 2025: 1,012Q1 2025Q2 2025: 1,078Q2 2025Q3 2025: 1,212Q3 2025Q4 2025: 1,532Q4 2025Q1 2026: 1,568Q1 2026Q2 2026: 1,426Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions137$347.2M
Exits56$127.4M

All 13F filers, Q1 2024 → Q2 2024: 30,537,994 shares bought and 34,557,744 shares sold, net −4,019,750 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 871 holders

Morgan Stanley 0.02% Add +25.1% 10,514,065 $279.4M
Bank of America Corp. 0.02% Add +14.9% 8,164,630 $216.9M
UBS Group AG 0.06% Add +110.7% 7,894,794 $209.8M
CTC LLC 15.56% New 7,841,395 $208.3M
LPL Financial LLC 0.07% Add +29.4% 5,223,485 $138.8M
Wells Fargo & Company 0.03% Add +14.8% 4,581,843 $121.7M
Jane Street Group, LLC 0.09% Reduce -80.4% 3,250,609 $86.4M
Toronto Dominion Bank 0.08% No change 1,925,000 $51.1M
Commonwealth Equity Services, LLC 0.08% Add +16.2% 1,845,780 $49.0M
Meitav Investment House Ltd. 0.81% New 1,720,000 $45.7M
Royal Bank of Canada 0.01% Add +39.2% 1,559,011 $41.4M
Goldman Sachs Group Inc. 0.01% Reduce -35.8% 1,530,794 $40.7M
Bleakley Financial Group, LLC 1.05% Reduce -1.1% 1,363,798 $36.2M
Simplicity Wealth,LLC 0.82% Reduce -16.6% 1,363,798 $36.2M
Raymond James Financial Services Advisors, Inc. 0.05% Add +17.8% 1,352,014 $35.9M
SG Americas Securities, LLC 0.23% Reduce -15.3% 1,333,815 $35.4M
HighTower Advisors, LLC 0.05% Add +9.3% 1,322,387 $35.1M
Ameriprise Financial Inc. 0.01% Reduce -0.7% 1,305,784 $34.8M
Envestnet Asset Management Inc. 0.01% Add +27.9% 1,190,547 $31.6M
Total Investment Management Inc. 3.64% Add +0.1% 1,043,004 $27.7M
Ion Asset Management Ltd. 1.78% Reduce -3.4% 1,005,055 $26.7M
Osaic Holdings, Inc. 0.06% Reduce -0.2% 992,898 $26.4M
Baird Financial Group, Inc. 0.05% Reduce -3.4% 954,377 $25.4M
Cetera Investment Advisers 0.06% Add +14.5% 935,476 $24.9M
Susquehanna International Group, LLP 0.04% Add +859.6% 898,105 $23.9M
Raymond James & Associates 0.02% Reduce -19.6% 890,902 $23.7M
Cambridge Investment Research Advisors, Inc. 0.08% Add +18.4% 842,964 $22.4M
Stifel Financial Corp. 0.02% Add +53.6% 820,357 $21.8M
Money Design Co.,Ltd. 1.16% Reduce -14.1% 808,907 $21.5M
MML Investors Services, LLC 0.08% Add +94.3% 739,125 $19.6M
Richard C. Young & CO., LTD. 2.38% Add +1.7% 737,946 $19.6M
National Bank of Canada 0.03% Add +3.1% 724,420 $19.4M
Corecam Pte. Ltd. 13.86% Add +33.1% 697,500 $18.5M
Simplex Trading, LLC 0.55% Reduce -56.0% 646,240 $17.2M
Citadel Advisors 0.02% Reduce -69.3% 630,313 $16.7M
Cadence Wealth Management LLC 11.18% Reduce -9.6% 602,049 $16.0M
JPMorgan Chase & Co. 0.00% Reduce -18.8% 540,522 $14.4M
IMC-Chicago, LLC 0.44% Add +126.2% 521,067 $13.8M
Cubist Systematic Strategies, LLC 0.24% Add +656.6% 516,890 $13.7M
Faithward Advisors, LLC 2.45% Reduce -7.8% 510,948 $13.6M
Cibc World Markets Corp. 0.09% Add +32.2% 505,050 $13.4M
Biechele Royce Advisors 4.39% Reduce -1.3% 489,525 $13.0M
TSP Capital Management Group, LLC 4.00% Reduce -3.4% 480,275 $12.8M
Kestra Advisory Services, LLC 0.07% Add +32.8% 478,218 $12.7M
AMG National Trust Bank 0.32% Add +0.4% 442,450 $11.8M
Prospera Financial Services Inc 0.31% Add +260.6% 416,500 $11.1M
Bank of New York Mellon Corp 0.00% Reduce -18.7% 412,115 $10.9M
Atria Wealth Solutions, Inc. 0.12% Add +3.4% 399,780 $10.6M
Financial Sense Advisors, Inc. 3.32% Reduce -0.6% 394,394 $10.5M
Trek Financial, LLC 0.83% Add +81.8% 391,789 $10.4M
Janney Montgomery Scott LLC 0.03% Add +143.2% 386,285 $10.3M
ARS Wealth Advisors Group, LLC 1.28% Reduce -6.9% 371,003 $9.9M
Foundations Investment Advisors, LLC 0.23% Add +5.7% 356,249 $9.5M
Private Advisor Group, LLC 0.06% Add +14.0% 340,511 $9.0M
Carrera Capital Advisors 2.86% — 328,889 $8.7M
Yeomans Consulting Group, Inc. 3.37% New 328,416 $8.7M
Cresset Asset Management, LLC 0.04% Add +11.2% 319,563 $8.5M
Banco Bilbao Vizcaya Argentaria, S.A. 0.09% Add +1.0% 315,020 $8.4M
Tejara Capital Ltd 3.00% Add +106.7% 310,000 $8.2M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -56.5% 302,690 $8.0M
Oxbow Advisors, LLC 0.97% Add +2574.1% 302,548 $8.0M
LMR Partners LLP 0.22% No change 300,000 $8.0M
Mackenzie Financial Corp. 0.01% No change 298,883 $7.9M
Arkadios Wealth Advisors 0.53% Add +3.2% 293,250 $7.8M
West Family Investments, Inc. 2.27% No change 285,000 $7.6M
Herr Investment Group LLC 2.20% No change 279,224 $7.4M
Arnhold LLC 0.78% Reduce -8.2% 278,575 $7.4M
NewEdge Advisors, LLC 0.05% Add +256.0% 274,046 $7.3M
Truist Financial Corp. 0.01% Reduce -1.5% 272,483 $7.2M
Citigroup Inc. 0.01% Reduce -30.6% 261,232 $6.9M
Prudential Financial Inc. 0.01% Add +88.4% 250,181 $6.6M
Insigneo Advisory Services, LLC 0.72% New 258,695 $6.4M
Belvedere Trading LLC 0.34% Reduce -68.7% 239,539 $6.4M
Seven Post Investment Office LP 1.18% No change 239,000 $6.4M
Sprott Inc. 0.45% Reduce -18.3% 230,555 $6.1M
Synovus Financial Corp. 0.08% Reduce -6.0% 223,846 $5.9M
MinichMacGregor Wealth Management, LLC 1.43% New 221,043 $5.9M
Fifth Third Securities, Inc. 0.53% Reduce -22.7% 217,375 $5.8M
Financial Advocates Investment Management 0.34% Add +3.1% 202,943 $5.4M
Teacher Retirement System of Texas 0.03% New 200,000 $5.3M
TD Waterhouse Canada Inc. 0.05% Reduce -7.3% 196,260 $5.3M
MY Wealth Management Inc. 5.97% Reduce -1.2% 197,383 $5.2M
Guidance Capital, Inc. 1.69% Reduce -2.4% 195,423 $5.2M
Ramiah Investment Group 5.00% Reduce -25.9% 192,900 $5.1M
PNC Financial Services Group, Inc. 0.00% Add +3.0% 192,336 $5.1M
Global Retirement Partners, LLC 0.16% Add +209.5% 191,538 $5.1M
Augustine Asset Management Inc. 1.95% Reduce -1.8% 190,193 $5.1M
DAVENPORT & Co LLC 0.03% Reduce -2.7% 186,789 $5.0M
Bedell Frazier Investment Counselling, LLC 1.19% Add +3.7% 185,750 $4.9M
Caxton Associates LP 0.19% Reduce -59.8% 185,476 $4.9M
Bank of Nova Scotia 0.01% Add +16.6% 182,345 $4.8M
Ariadne Wealth Management, LP 3.80% — 182,300 $4.8M
Mariner, LLC 0.01% Reduce -20.2% 178,184 $4.7M
Chartwell Investment Partners, LLC 0.17% Add +0.1% 177,500 $4.7M
Beacon Pointe Advisors, LLC 0.06% Add +1.3% 177,364 $4.7M
Meridian Wealth Management, LLC 0.57% New 177,307 $4.7M
Captrust Financial Advisors 0.02% Add +4.8% 176,606 $4.7M
Clark Capital Management Group, Inc. 0.03% Reduce -33.4% 176,031 $4.7M
Creative Planning 0.01% Add +18.1% 175,975 $4.7M
Proficio Capital Partners LLC 0.48% New 170,610 $4.5M
Harvest Investment Services, LLC 1.78% Add +2.0% 168,878 $4.5M
IHT Wealth Management, LLC 0.17% Reduce -11.8% 168,246 $4.5M
Cerity Partners LLC 0.01% Add +1.7% 166,200 $4.4M
Nations Financial Group Inc, /Ia/ 0.36% Add +7.3% 166,072 $4.4M
NTV Asset Management LLC 0.61% Add +144.0% 160,450 $4.3M
Independent Financial Group, LLC 0.17% Add +143.2% 160,388 $4.3M
Dynamic Advisor Solutions LLC 0.13% Add +1.6% 155,929 $4.1M
Steward Partners Investment Advisory, LLC 0.04% Add +28.2% 155,735 $4.1M
Ameritas Advisory Services, LLC 0.15% Add +16.3% 153,008 $4.1M
Eagle Strategies LLC 0.77% Reduce -10.1% 151,846 $4.0M
Oppenheimer & Co. Inc. 0.06% Reduce -3.6% 149,798 $4.0M
DCF Advisers, LLC 2.08% Add +193.2% 146,600 $3.9M
Stratos Wealth Advisors, LLC 0.19% Add +0.7% 145,714 $3.9M
Marex Group Ltd 0.10% Add +651.1% 141,702 $3.8M
Walleye Trading LLC 0.07% Add +256.3% 141,627 $3.8M
Advisory Services Network, LLC 0.08% Add +15.0% 140,622 $3.7M
Mutual Advisors, LLC 0.11% Add +26.9% 146,037 $3.7M
Waverly Advisors, LLC 0.07% Reduce -2.3% 139,717 $3.7M
Bank of Montreal 0.00% Reduce -1.6% 130,381 $3.7M
Stratos Wealth Partners, LTD. 0.06% Reduce -14.2% 138,634 $3.7M
D.A. Davidson & Co. 0.03% Add +64.4% 136,371 $3.6M
China Universal Asset Management Co., Ltd. 0.51% Add +103.8% 135,500 $3.6M
Keel Point, LLC 0.32% Add +53.9% 141,270 $3.6M
Chicago Wealth Management, Inc. 2.05% New 134,470 $3.6M
Wealthfront Advisers LLC 0.01% Add +21.5% 132,547 $3.5M
Townsquare Capital LLC 0.05% Add +11.3% 131,187 $3.5M
Lesa Sroufe & Co 3.35% Reduce -1.7% 129,787 $3.4M
Rockefeller Capital Management L.P. 0.01% Add +50.0% 129,133 $3.4M
Brookstone Capital Management 0.06% Add +64.7% 121,598 $3.4M
AE Wealth Management LLC 0.03% Add +57.4% 119,509 $3.2M
Geneos Wealth Management Inc. 0.14% Add +332.1% 119,321 $3.2M
Mirae Asset Global Investments Co., Ltd. 0.02% Reduce -11.8% 119,800 $3.2M
Stephens Inc. 0.05% Add +16.4% 117,707 $3.1M
Canton Hathaway, LLC 0.82% Add +143.3% 112,828 $3.0M
Sigma Planning Corp 0.09% Reduce -1.5% 109,497 $2.9M
Pineridge Advisors LLC 0.99% Reduce -89.5% 109,482 $2.9M
BNP Paribas Financial Markets 0.00% Add +9.7% 108,917 $2.9M
Pettinga Financial Advisors LLC 0.72% Reduce -14.2% 108,202 $2.9M
Banco BTG Pactual S.A. 0.73% Add +698.5% 109,000 $2.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +66.1% 107,447 $2.9M
Private Wealth Advisors, LLC 1.22% Reduce -49.6% 104,290 $2.8M
HRT Financial LP 0.02% Reduce -47.2% 103,187 $2.7M
Caprock Group, LLC 0.11% New 101,667 $2.7M
Tudor Investment Corporation 0.03% Add +63.1% 100,000 $2.7M
Arete Wealth Advisors, LLC 0.22% Add +4.7% 98,733 $2.6M
Moneco Advisors, LLC 0.38% New 96,380 $2.6M
HSBC Holdings PLC 0.00% Add +100.0% 96,000 $2.6M
Custom Portfolio Group LLC 2.01% Reduce -4.7% 97,768 $2.5M
CENTRAL TRUST Co 0.06% Reduce -3.9% 95,806 $2.5M
Cwm, LLC 0.01% Add +53.3% 94,871 $2.5M
Fielder Capital Group LLC 0.95% Reduce -4.4% 92,609 $2.5M
Bfsg, LLC 0.31% Reduce -2.0% 92,461 $2.5M
Guggenheim Capital LLC 0.02% Reduce -16.0% 91,946 $2.4M
Axxcess Wealth Management, LLC 0.07% Reduce -7.1% 91,880 $2.4M
Evanson Asset Management, LLC 0.18% Add +6.4% 91,753 $2.4M
Williams & Novak, LLC 2.27% Add +9.7% 91,679 $2.4M
NWF Advisory Services Inc. 0.39% Add +14.5% 91,162 $2.4M
Sowell Financial Services LLC 0.11% Reduce -2.2% 90,391 $2.4M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -15.0% 90,270 $2.4M
Robinson Value Management, Ltd. 1.67% Reduce -1.2% 90,107 $2.4M
Empirical Asset Management, LLC 0.90% Reduce -1.0% 90,068 $2.4M
683 Capital Management, LLC 0.28% New 90,000 $2.4M
CI Investments Inc. 0.01% No change 89,000 $2.4M
Cacti Asset Management LLC 0.18% No change 88,600 $2.3M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -3.5% 87,097 $2.3M
Integrated Wealth Concepts LLC 0.03% Add +3.4% 87,018 $2.3M
Dorsey Wright & Associates 0.60% New 86,419 $2.3M
WESCAP Management Group, Inc. 0.65% Add +0.3% 85,812 $2.3M
Avantax Advisory Services, Inc. 0.02% Add +12.4% 85,464 $2.3M
Marathon Trading Investment Management LLC 0.61% New 84,680 $2.2M
Chelsea Counsel Co. 1.11% No change 84,000 $2.2M
Smith, Moore & Co. 0.23% Reduce -2.7% 83,993 $2.2M
Equitable Holdings, Inc. 0.02% Add +82.6% 83,427 $2.2M
Krilogy Financial LLC 0.16% New 83,252 $2.2M
Milestone Asset Management, LLC 0.55% Add +54.9% 82,225 $2.2M
US Bancorp \de 0.00% Add +7.0% 81,778 $2.2M
Optiver Holding B.V. 0.04% Reduce -44.7% 81,026 $2.2M
Boston Financial Mangement LLC 0.07% Add +33.1% 79,128 $2.1M
EP Wealth Advisors, LLC 0.02% No change 78,229 $2.1M
Independent Wealth Network Inc. 0.96% Reduce -11.6% 77,659 $2.1M
PGIM Custom Harvest LLC 0.05% Reduce -0.6% 76,735 $2.0M
Fifth Third Bancorp 0.01% Reduce -6.2% 75,972 $2.0M
Barclays PLC 0.00% Reduce -93.9% 74,697 $2.0M
Comerica Bank 0.01% Add +7.8% 72,063 $1.9M
Econ Financial Services Corp 1.18% Reduce -0.5% 71,701 $1.9M
Thrivent Financial for Lutherans 0.00% Add +28.2% 71,654 $1.9M
Glenmede Trust Co. NA 0.01% Add +0.4% 70,688 $1.9M
Caitlin John, LLC 1.37% Add +15.7% 70,634 $1.9M
Arvest Investments, Inc. 0.30% Reduce -3.7% 70,475 $1.9M
Intellectus Partners, LLC 0.51% Reduce -13.2% 69,356 $1.8M
WMS Partners, LLC 0.12% Add +0.3% 68,943 $1.8M
Leavell Investment Management, Inc. 0.10% Reduce -2.6% 66,196 $1.8M
Avior Wealth Management, LLC 0.07% Reduce -14.2% 65,518 $1.7M
Pallas Capital Advisors LLC 0.08% No change 63,770 $1.7M
Laidlaw Wealth Management LLC 0.93% Add +20.9% 63,791 $1.7M
Sanctuary Advisors, LLC 0.01% — 66,686 $1.7M
Capital Asset Advisory Services LLC 0.09% Reduce -9.4% 58,930 $1.7M
Cibc World Market Inc. 0.00% Add +14.7% 62,164 $1.7M
Cadent Capital Advisors, LLC 0.67% New 62,138 $1.7M
Hilltop Holdings Inc. 0.19% Reduce -73.5% 60,756 $1.6M
Southeast Asset Advisors, LLC 0.19% No change 60,748 $1.6M
Associated Banc-Corp 0.05% Add +5.8% 60,690 $1.6M
Corient Private Wealth LP 0.00% Add +25.9% 60,119 $1.6M
Keybank National Association 0.01% Add +65.4% 60,237 $1.6M
CIBC Private Wealth Group LLC 0.00% Reduce -4.4% 56,761 $1.6M
Main Street Financial Solutions, LLC 0.15% Reduce -1.6% 59,875 $1.6M
Financial Counselors Inc. 0.03% Reduce -2.9% 59,320 $1.6M
Sapient Capital LLC 0.03% Reduce -6.4% 59,211 $1.6M
Mercer Global Advisors Inc. 0.00% Add +13.3% 58,983 $1.6M
Fox Hill Wealth Management 0.96% Add +16.4% 58,846 $1.6M
Independent Advisor Alliance 0.05% Add +19.7% 58,343 $1.6M
Buckingham Strategic Wealth, LLC 0.02% Reduce -2.6% 57,245 $1.5M
Jackson Hole Capital Partners, LLC 0.33% No change 55,729 $1.5M
Cutter & CO Brokerage, Inc. 0.36% Add +22.3% 55,531 $1.5M
Snowden Capital Advisors LLC 0.04% Add +41.7% 53,810 $1.4M
Regions Financial Corp. 0.01% Add +0.3% 53,720 $1.4M
Jones Financial Companies LLLP 0.00% Add +31495.9% 53,713 $1.4M
Wellington Shields Capital Management, LLC 0.26% Reduce -3.4% 53,500 $1.4M
James Investment Research, Inc. 0.17% Reduce -0.2% 53,253 $1.4M
Simmons Bank 0.11% New 53,022 $1.4M
Norris Financial Group, LLC 0.73% New 52,925 $1.4M
Centennial Wealth Advisory LLC 0.61% Reduce -8.6% 52,919 $1.4M
GFS Advisors, LLC 0.22% Reduce -98.4% 900 $1.4M
New York Life Investment Management LLC 0.01% Reduce -17.0% 52,061 $1.4M
One Charles Private Wealth Services, LLC 0.57% Add +0.5% 51,429 $1.4M
Chesley Taft & Associates LLC 0.07% Add +61.1% 50,100 $1.3M
Nwi Management LP 0.17% Reduce -99.1% 50,000 $1.3M
Fore Capital, LLC 4.72% New 50,000 $1.3M
New Potomac Partners, LLC 0.72% Reduce -7.1% 49,441 $1.3M
Stevens Capital Management LP 0.44% Reduce -78.9% 49,200 $1.3M
Knoll Capital Management, LLC 0.87% No change 48,500 $1.3M
Beaumont Financial Advisors, LLC 0.10% Reduce -0.3% 47,827 $1.3M
OneDigital Investment Advisors LLC 0.02% Add +62.3% 47,477 $1.3M
M Holdings Securities, Inc. 0.16% Add +21.1% 47,084 $1.3M
FineMark National Bank & Trust 0.05% Reduce -4.1% 46,674 $1.2M
Pekin Hardy Strauss, Inc. 0.17% Reduce -0.4% 46,665 $1.2M
Professional Financial Advisors, LLC 0.34% Add +1.0% 46,511 $1.2M
Mgo One Seven LLC 0.06% Add +30.6% 45,864 $1.2M
Meritage Portfolio Management 0.08% Add +37.3% 45,165 $1.2M
Kingsview Wealth Management, LLC 0.03% Add +1.3% 45,122 $1.2M
Blue Trust, Inc. 0.02% No change 52,184 $1.2M
Inspire Trust Co, N.A. 0.39% Add +28.8% 44,675 $1.2M
Two Sigma Securities, LLC 0.05% New 43,160 $1.1M
Investment Partners, LTD. 0.51% No change 42,900 $1.1M
Cinctive Capital Management LP 0.06% Add +247.0% 42,862 $1.1M
Verity Asset Management, Inc. 0.44% Add +24.1% 42,653 $1.1M
Good Life Advisors, LLC 0.09% Reduce -5.1% 42,111 $1.1M
Assetmark, Inc. 0.00% Add +12.8% 41,008 $1.1M
M&T Bank Corp 0.00% Reduce -6.1% 40,898 $1.1M
Allworth Financial LP 0.01% Add +4.9% 40,434 $1.1M
Apollon Wealth Management, LLC 0.03% Add +74.1% 40,539 $1.1M
WealthTrust Asset Management, LLC 0.78% Reduce -2.8% 40,360 $1.1M
Kingswood Wealth Advisors, LLC 0.10% Add +24.7% 40,297 $1.1M
Cornerstone Wealth Management, LLC 0.08% Add +1.7% 39,857 $1.1M
Wedbush Securities Inc. 0.04% Add +30.3% 39,062 $1.0M
Aegis Financial Corp. 1.00% Reduce -6.0% 39,025 $1.0M
Qube Research & Technologies Ltd 0.00% Reduce -30.2% 39,000 $1.0M
Confluence Wealth Services, Inc. 0.08% Add +1.3% 38,476 $1.0M
Northern Trust Corp. 0.00% Reduce -5.0% 38,457 $1.0M
MGB Wealth Management, LLC 0.38% Add +51.5% 36,058 $1.0M
Bard Associates Inc. 0.39% Reduce -2.9% 38,049 $1.0M
J.W. Cole Advisors, Inc. 0.05% Add +88.2% 38,021 $1.0M
Wealthspan Partners, LLC 0.56% Add +0.2% 37,870 $1.0M
Evergreen Capital Management LLC 0.04% Add +4.2% 37,583 $999K
Altfest L J & Co. Inc. 0.14% Reduce -67.7% 37,525 $997K
Elevation Point Wealth Partners, LLC 0.08% Add +4.3% 37,166 $988K
Millennium Management 0.00% Reduce -86.8% 37,042 $984K
Evercore Wealth Management, LLC 0.02% No change 36,958 $982K
Wealthcare Advisory Partners LLC 0.03% Add +5.1% 36,699 $975K
Focus Partners Wealth 0.00% New 36,453 $969K
Federation des caisses Desjardins du Quebec 0.01% Add +8.5% 36,337 $965K
Neuberger Berman Group LLC 0.00% Reduce -1.0% 36,040 $958K
Evermay Wealth Management LLC 0.15% No change 35,924 $955K
Perennial Investment Advisors, LLC 0.14% Add +9.1% 35,532 $944K
Van Hulzen Asset Management, LLC 0.06% Add +1.3% 35,388 $940K
World Investment Advisors 0.06% New 35,291 $938K
Vanguard Capital Wealth Advisors 0.63% Reduce -58.2% 35,250 $937K
Moors & Cabot, Inc. 0.05% Add +5.5% 34,934 $928K
Muirfield Wealth Advisors LLC 0.86% New 34,532 $918K
Lido Advisors, LLC 0.01% New 34,253 $910K
Scotia Capital Inc. 0.01% Add +34.0% 34,118 $907K
Perigon Wealth Management, LLC 0.03% New 33,788 $898K
Freedom Investment Management, Inc. 0.07% Reduce -24.2% 33,760 $897K
First Command Advisory Services, Inc. 0.01% Add +5.5% 32,825 $872K
Rooted Wealth Advisors, Inc. 0.38% Reduce -6.7% 31,982 $870K
Koshinski Asset Management, Inc. 0.08% Reduce -3.2% 30,175 $849K
Park Avenue Securities LLC 0.01% Reduce -7.9% 31,909 $848K
Primoris Wealth Advisors, LLC 0.67% Add +75.0% 32,719 $843K
Ehrlich Financial Group 0.67% New 31,716 $843K
Daiwa Securities Group Inc. 0.00% Add +17.9% 31,550 $838K
Dagco, Inc. 0.37% No change 31,480 $836K
Kestra Private Wealth Services, LLC 0.02% Reduce -3.4% 31,295 $832K
Whittier Trust Co. of Nevada Inc. 0.02% No change 31,000 $823K
Horizon Kinetics Asset Management LLC 0.01% Reduce -1.9% 30,988 $823K
Per Stirling Capital Management, LLC. 0.13% Add +10.1% 30,776 $818K
Ardsley Advisory Partners LP 0.15% Reduce -87.9% 30,200 $802K
Medici Capital LLC 1.76% No change 30,000 $797K
Level Four Advisory Services, LLC 0.04% Add +0.2% 29,972 $796K
Realta Investment Advisors 0.16% Reduce -19.5% 29,944 $796K
Vontobel Holding Ltd. 0.00% Reduce -2.1% 29,801 $792K
Flagship Harbor Advisors, LLC 0.05% Add +24.3% 29,449 $782K
PFG Investments, LLC 0.06% Reduce -10.3% 29,267 $778K
Global Wealth Management Investment Advisory, Inc. 0.18% Add +2.6% 29,231 $777K
Aviance Capital Partners, LLC 0.11% No change 29,188 $776K
Texas Yale Capital Corp. 0.04% No change 28,950 $769K
CoreCap Advisors, LLC 0.08% Reduce -1.5% 28,859 $767K
Principal Securities, Inc. 0.02% Reduce -3.7% 28,788 $765K
Kercheville Advisors, LLC 0.33% Add +71.9% 28,700 $763K
Regal Investment Advisors LLC 0.05% Reduce -3.1% 28,699 $763K
Stablepoint Partners, LLC 0.15% Reduce -4.8% 29,584 $753K
Centaurus Financial, Inc. 0.05% Reduce -37.0% 28,070 $746K
Sicart Associates LLC 0.29% Reduce -11.8% 28,018 $744K
Choreo, LLC 0.01% Reduce -6.4% 27,699 $744K
Resolute Wealth Strategies, LLC 0.43% No change 27,863 $740K
TB Alternative Assets Ltd. 0.17% New 27,800 $739K
Ancora Advisors LLC 0.02% Reduce -4.0% 27,776 $738K
Harbor Investment Advisory, LLC 0.08% Reduce -0.2% 27,639 $734K
EverSource Wealth Advisors, LLC 0.05% Add +31.1% 27,813 $734K
Kovack Advisors, Inc. 0.08% Add +4.8% 27,585 $733K
Parsons Capital Management Inc. 0.05% No change 27,525 $731K
Harbour Investments, Inc. 0.02% Add +23.1% 27,385 $728K
Ingalls & Snyder LLC 0.03% Add +68.3% 27,100 $720K
Violich Capital Management, Inc. 0.10% Add +8.1% 26,600 $707K
Prime Capital Investment Advisors, LLC 0.01% Reduce -32.9% 26,506 $704K
Prosperity Wealth Management, Inc. 0.35% New 26,455 $703K
Sunbelt Securities, Inc. 0.07% Add +77.5% 26,436 $702K
Ballew Advisors, Inc 0.46% No change 25,000 $701K
Concurrent Investment Advisors, LLC 0.02% Reduce -5.0% 26,254 $698K
Merit Financial Group, LLC 0.02% Add +4.5% 26,084 $693K
Patten Group, Inc. 0.16% Add +45.4% 25,829 $686K
Herold Advisors, Inc. 0.16% No change 25,655 $682K
Jacobi Capital Management LLC 0.06% Add +0.0% 25,295 $672K
Rathbones Group PLC 0.00% Reduce -3.5% 25,130 $668K
HAP Trading, LLC 0.29% Reduce -53.3% 25,127 $668K
Great Valley Advisor Group, Inc. 0.02% Add +14.2% 25,020 $665K
SkyView Investment Advisors, LLC 0.12% No change 25,000 $664K
Sound View Wealth Advisors Group, LLC 0.07% Add +42.9% 24,904 $662K
Atria Investments, Inc 0.01% New 24,683 $656K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.07% New 24,555 $652K
Personal Cfo Solutions, LLC 0.10% Reduce -7.6% 24,421 $649K
Jaffetilchin Investment Partners, LLC 0.05% Add +19.1% 24,036 $639K
Journey Advisory Group, LLC 0.08% Add +2.1% 23,859 $634K
Envestnet Portfolio Solutions, Inc. 0.00% Add +4.8% 23,756 $631K
Whittier Trust Co. 0.01% Add +1.7% 23,650 $628K
Transcend Capital Advisors, LLC 0.05% New 23,502 $624K
Doliver Advisors, LP 0.17% Reduce -13.6% 23,326 $620K
New Wave Wealth Advisors LLC 0.33% — 23,285 $619K
IFG Advisory, LLC 0.04% Reduce -3.1% 23,259 $618K
Valeo Financial Advisors, LLC 0.02% Reduce -2.9% 23,092 $614K
Armor Advisors, L.L.C. 0.48% New 23,000 $611K
Winmill & Co. Inc. 0.21% No change 23,000 $611K
Giverny Capital 0.03% No change 23,000 $611K
Founders Financial Alliance, LLC 0.18% Add +1.8% 22,850 $607K
Capstone Wealth Management Group, LLC 0.40% New 22,785 $605K
Quadcap Wealth Management, LLC 0.11% No change 22,281 $592K
Mather Group, Llc. 0.01% Reduce -28.2% 25,887 $589K
BTC Capital Management, Inc. 0.05% No change 22,000 $585K
Fiduciary Financial Group, LLC 0.14% — 20,372 $583K
Pinnacle Financial Partners Inc 0.01% Add +4.6% 22,169 $579K
Focus Financial Network, Inc. 0.02% Add +0.6% 20,753 $574K
Piedmont Capital Management, LLC 0.39% No change 23,499 $574K
LexAurum Advisors, LLC 0.14% Add +30.3% 21,510 $572K
WESPAC Advisors, LLC 0.45% Add +46.6% 21,502 $571K
Private Portfolio Partners LLC 0.46% Reduce -1.8% 21,380 $568K
E&G Advisors, LLC 0.17% No change 21,370 $568K
StoneX Group Inc. 0.05% Add +66.4% 21,339 $567K
Columbus Macro, LLC 0.22% New 20,094 $560K
Robertson Stephens Wealth Management, LLC 0.03% Add +9.9% 21,055 $559K
J. W. Coons Advisors, LLC 0.10% No change 21,000 $558K
Dakota Wealth Management 0.01% Reduce -0.1% 20,935 $556K
Rosenberg Matthew Hamilton 0.16% No change 20,619 $554K
Bristlecone Advisors, LLC 0.05% Add +26.8% 20,807 $553K
U.S. Capital Wealth Advisors, LLC 0.02% No change 20,800 $553K
Roman Butler Fullerton & Co. 0.18% New 19,625 $553K
Essex Financial Services, Inc. 0.04% Reduce -48.3% 21,870 $547K
Csenge Advisory Group 0.03% Reduce -16.8% 20,568 $546K
Ausdal Financial Partners, Inc. 0.06% Reduce -5.5% 20,450 $543K
VestGen Investment Management 0.16% New 20,307 $540K
HB Wealth Management, LLC 0.01% Add +31.8% 20,304 $539K
First Foundation Advisors 0.02% Add +22.5% 20,171 $536K
Hibernia Wealth Partners, LLC 0.19% Add +100.0% 20,130 $535K
SeaCrest Wealth Management, LLC 0.06% Reduce -1.1% 20,098 $534K
Western Wealth Management, LLC 0.04% Add +24.0% 19,970 $531K
Silver Oak Securities, Incorporated 0.08% Add +256.8% 19,762 $525K
Equitable Trust Co. 0.04% No change 19,752 $525K
Integrated Advisors Network LLC 0.03% Add +1.0% 19,491 $518K
Stapp Wealth Management, PLLC 0.89% No change 19,230 $511K
Welch Group, LLC 0.02% Add +7.6% 19,164 $509K
Mizuho Markets Americas LLC 0.01% New 19,052 $506K
DHK Financial Advisors, Inc. 0.35% Add +68.0% 19,031 $506K
L. Roy Papp & Associates, LLP 0.06% No change 19,000 $505K
Spire Wealth Management 0.02% Add +16.0% 18,957 $504K
Nicholas Hoffman & Company, LLC. 0.02% Add +0.1% 18,869 $501K
Conservest Capital Advisors, Inc. 0.05% No change 21,979 $500K
Hudock, Inc. 0.09% Reduce -0.0% 18,803 $500K
Kiley Juergens Wealth Management, LLC 0.14% Reduce -0.4% 18,608 $494K
Lazard Asset Management LLC 0.00% Add +8.6% 18,559 $493K
Verition Fund Management LLC 0.00% Reduce -79.2% 18,539 $493K
DDFG, Inc 0.15% No change 18,485 $491K
Orion Porfolio Solutions, LLC 0.01% Add +5.2% 18,454 $490K
Orion Portfolio Solutions, LLC 0.01% Add +5.2% 18,454 $490K
Wexford Capital LP 0.12% Reduce -80.5% 18,396 $489K
Soltis Investment Advisors LLC 0.05% No change 18,364 $488K
Tidal Investments LLC 0.01% Add +8.4% 18,321 $487K
Commerce Bank 0.00% Reduce -40.9% 18,190 $483K
Brighton Jones LLC 0.02% No change 18,113 $481K
Cedrus LLC 0.24% New 18,019 $479K
Fiduciary Trust Co 0.01% No change 17,810 $473K
Global Financial Private Client, LLC 0.20% New 17,657 $469K
CreativeOne Wealth, LLC 0.02% Reduce -15.3% 17,544 $466K
Farther Finance Advisors, LLC 0.02% Add +2.8% 17,333 $465K
Insight Advisors, LLC/ PA 0.09% Add +1.2% 17,510 $465K
Tradition Wealth Management, LLC 0.04% Reduce -10.1% 16,857 $448K
Phillips Financial Management, LLC 0.04% No change 16,841 $447K
ROI Financial Advisors, LLC 0.32% Add +7.9% 16,613 $446K
Linden Thomas Advisory Services, LLC 0.07% Add +5.2% 16,735 $445K
NewEdge Wealth, LLC 0.01% Reduce -1.5% 16,733 $445K
Capital Investment Advisors, LLC 0.01% Add +9.6% 16,688 $443K
Wealth Quarterback LLC 0.25% Add +16.3% 16,675 $443K
Swisher Financial Concepts, Inc. 0.45% Reduce -0.6% 16,415 $443K
Bienville Capital Management, LLC 0.11% New 16,672 $443K
Hoey Investments, Inc. 0.08% Add +99.6% 16,631 $442K
Trust Co. of Vermont 0.02% Add +58.1% 16,480 $438K
W1M Asset Management Ltd 0.04% No change 16,430 $437K
Montis Financial, LLC 0.20% Reduce -10.9% 16,409 $436K
Signaturefd, LLC 0.01% Reduce -26.6% 16,373 $435K
Rehmann Capital Advisory Group 0.03% Reduce -8.8% 16,215 $431K
Sovereign Financial Group, Inc. 0.11% Add +13.0% 16,154 $429K
Obermeyer Wealth Partners 0.02% No change 16,062 $427K
Keystone Financial Group 0.15% Add +23.5% 15,982 $425K
Larson Financial Group LLC 0.03% Reduce -13.5% 15,685 $417K
Lane Generational LLC 0.49% Reduce -9.6% 15,648 $416K
Wolff Wiese Magana LLC 0.33% No change 15,477 $411K
Keynote Financial Services LLC 0.35% No change 15,438 $410K
Clarus Group, Inc. 0.18% New 15,400 $409K
Private Trust Co. NA 0.04% Add +263.7% 15,312 $407K
International Assets Investment Management, LLC 0.04% Add +31.9% 15,209 $404K
Worth Asset Management, LLC 0.24% Add +9.7% 15,174 $403K
Executive Wealth Management, LLC 0.07% Add +1.1% 15,036 $400K
Fiduciary Alliance LLC 0.06% New 14,797 $399K
Mainsail Asset Management, LLC 0.32% New 15,000 $399K
RiverGlades Family Offices LLC 0.31% Reduce -9.1% 15,000 $399K
Biltmore Family Office, LLC 0.07% No change 15,000 $399K
HBW Advisory Services LLC 0.07% New 14,979 $398K
Aprio Wealth Management, LLC 0.07% No change 14,947 $397K
Isthmus Partners, LLC 0.05% No change 14,900 $396K
Apeiron RIA LLC 0.12% No change 14,861 $395K
Mason & Associates Inc 0.10% Add +32.4% 14,856 $395K
Bailard, Inc. 0.01% No change 14,504 $385K
Blair William & Co. 0.00% Add +8.4% 14,485 $385K
Cary Street Partners Investment Advisory LLC 0.02% No change 14,318 $380K
Cavalier Investments, LLC 0.12% No change 14,064 $374K
Argent Trust Co 0.02% No change 13,871 $369K
Marathon Capital Management 0.09% Reduce -7.1% 13,740 $365K
Glen Eagle Advisors, LLC 0.07% No change 13,668 $363K
Clearstead Advisors, LLC 0.01% Add +300.1% 13,652 $363K
L.M. Kohn & Company 0.10% New 13,644 $363K
Mid-American Wealth Advisory Group, Inc. 0.23% Reduce -2.8% 13,445 $357K
Spectrum Wealth Advisory Group, LLC 0.38% New 13,390 $356K
Foguth Wealth Management, LLC. 0.15% Reduce -6.0% 13,162 $350K
Tyler-Stone Wealth Management 0.14% Reduce -3.5% 13,112 $348K
S.A. Mason LLC 0.20% Add +5.2% 13,101 $348K
&partners 0.02% Add +42.9% 13,006 $346K
FinTrust Capital Advisors, LLC 0.06% No change 12,963 $344K
Summit Global Investments 0.02% No change 12,899 $343K
Wesbanco Bank Inc. 0.01% Add +12.8% 12,864 $342K
Gladstone Institutional Advisory LLC 0.02% Add +0.6% 12,826 $341K
Wealthspire Advisors, LLC 0.00% Reduce -24.6% 12,826 $341K
Mainstay Capital Management LLC 0.06% No change 12,804 $340K
Arkos Global Advisors 0.06% No change 12,806 $340K
Summit Financial Strategies, Inc. 0.04% No change 12,773 $339K
Westmount Partners, LLC 0.11% No change 12,586 $338K
Comprehensive Financial Consultants Institutional, Inc. 0.13% Add +25.9% 12,718 $338K
Empire Financial Management Company, LLC 0.11% Reduce -16.4% 12,693 $337K
Grant/GrossMendelsohn, LLC 0.15% Add +4.2% 12,680 $337K
Brown Miller Wealth Management, LLC 0.14% New 12,578 $334K
Hedges Asset Management LLC 0.24% No change 12,500 $332K
Raymond James Trust N.A. 0.01% New 12,498 $332K
Aberdeen Wealth Management LLC 0.22% No change 12,475 $331K
Creative Financial Designs Inc. 0.03% Add +57.9% 12,430 $330K
Pinnacle Bancorp, Inc. 0.10% Add +1.8% 12,409 $330K
Cobblestone Capital Advisors LLC 0.02% Add +21.6% 12,406 $330K
Compound Planning, Inc. 0.02% Add +1.0% 12,293 $327K
Avantax Planning Partners, Inc. 0.01% No change 12,265 $326K
Pitcairn Co. 0.02% No change 12,240 $325K
Briaud Financial Planning Inc 0.18% Reduce -13.8% 12,064 $320K
Sequoia Financial Advisors, LLC 0.00% Add +29.8% 11,976 $318K
WCG Wealth Advisors LLC 0.02% Add +5.3% 11,965 $318K
Advance Capital Management, Inc. 0.01% Add +7.4% 11,937 $317K
Rothschild Investment LLC 0.02% No change 11,932 $317K
Mission Wealth Management, LP 0.01% No change 11,897 $316K
Durante & Waters, LLC 0.28% Add +3.4% 11,895 $316K
Oak Grove Capital LLC 0.08% New 11,827 $314K
River Street Advisors LLC 0.20% New 11,825 $314K
Trueblood Wealth Management, LLC 0.18% No change 11,681 $310K
Firestone Capital Management 0.08% No change 11,640 $309K
Composition Wealth, LLC 0.01% New 11,582 $308K
Denver Wealth Management, Inc. 0.15% No change 11,558 $307K
Performance Wealth Partners, LLC 0.01% No change 11,536 $307K
Zhang Financial LLC 0.02% New 11,519 $306K
JNBA Financial Advisors 0.03% No change 11,445 $304K
Clifford Swan Investment Counsel LLC 0.01% Add +24.5% 11,361 $302K
Financial Designs Corp 0.21% No change 11,265 $299K
Hollencrest Capital Management 0.01% Reduce -2.4% 11,260 $299K
J. Safra Sarasin Holding AG 0.01% — 11,194 $297K
Hunter Perkins Capital Management, LLC 0.06% No change 11,163 $297K
FMR LLC 0.00% Add +647.7% 11,066 $294K
Royal Capital Wealth Management, LLC 0.22% Reduce -1.5% 11,056 $294K
Commonwealth Financial Services, LLC 0.06% Reduce -6.7% 10,424 $293K
Cutler Investment Counsel LLC 0.04% Reduce -0.0% 11,024 $293K
Whitaker-Myers Wealth Managers, LTD. 0.11% Add +2.1% 10,999 $292K
Bogart Wealth, LLC 0.01% Add +2.8% 10,963 $291K
Franklin Resources Inc. 0.00% No change 10,940 $291K
Oarsman Capital, Inc. 0.06% Reduce -11.9% 10,895 $289K
Pathstone Holdings, LLC 0.00% Reduce -4.6% 10,816 $287K
Activest Wealth Management 0.09% Add +8.6% 10,793 $287K
Moloney Securities Asset Management, LLC 0.04% No change 10,741 $285K
DGS Capital Management, LLC 0.08% New 10,710 $285K
Signature Estate & Investment Advisors LLC 0.01% New 10,691 $284K
Royal Fund Management, LLC 0.04% Reduce -0.5% 10,646 $283K
Fortis Group Advisors, LLC 0.06% Add +672.4% 10,643 $283K
N.E.W. Advisory Services LLC 0.03% No change 10,639 $283K
Segment Wealth Management, LLC 0.02% No change 10,600 $282K
Coastal Bridge Advisors, LLC 0.07% No change 10,591 $281K
PFG Advisors 0.02% Add +3.9% 10,569 $281K
Cardiff Park Advisors, LLC 0.03% No change 10,500 $279K
Consolidated Portfolio Review Corp 0.07% New 10,483 $279K
Schaper Benz & Wise Investment Counsel Inc. 0.02% Reduce -1.5% 10,469 $278K
Burford Brothers, Inc. 0.16% No change 10,435 $277K
Walkner Condon Financial Advisors LLC 0.06% No change 10,414 $277K
Burke & Herbert Bank & Trust Co. 0.07% New 10,385 $276K
Procyon Advisors, LLC 0.02% New 10,364 $275K
Spectrum Planning & Advisory Services Inc. 0.26% — 10,335 $273K
WT Wealth Management 0.09% New 10,269 $273K
First Heartland Consultants, Inc. 0.03% Add +12.2% 10,189 $271K
Creekmur Asset Management LLC 0.07% Reduce -0.5% 10,196 $271K
Aptus Capital Advisors, LLC 0.01% Reduce -3.8% 10,163 $270K
SS&H Financial Advisors, Inc. 0.11% Add +1.0% 10,170 $270K
Flputnam Investment Management Co. 0.01% Add +9.2% 10,152 $270K
Summit X, LLC 0.06% Add +0.1% 10,106 $269K
Hardin Capital Partners, LLC 0.17% — 10,079 $268K
BOS Asset Management, LLC 0.12% Reduce -20.9% 10,021 $266K
Savant Capital, LLC 0.00% Add +12.1% 10,018 $266K
New England Professional Planning Group Inc. 0.14% No change 10,004 $266K
Catalyst Financial Partners LLC 0.06% No change 10,000 $266K
Wilmington Savings Fund Society, FSB 0.01% Reduce -16.8% 9,932 $264K
180 Wealth Advisors, LLC 0.04% Reduce -4.2% 9,197 $264K
FLC Capital Advisors 0.06% No change 9,926 $264K
Concourse Financial Group Securities, Inc. 0.02% Add +6.2% 9,924 $264K
Blue Bell Private Wealth Management, LLC 0.05% No change 9,889 $263K
Alpha Financial Partners LLC 0.23% No change 9,820 $261K
Signal Advisors Wealth, LLC 0.57% Reduce -30.8% 9,819 $261K
Cornerstone Management, Inc. 0.06% New 9,783 $260K
Bulltick Wealth Management, LLC 0.07% New 9,777 $260K
Curran Financial Partners, LLC 0.09% Reduce -0.1% 9,703 $258K
Grandview Asset Management LLC 0.15% Reduce -2.0% 9,667 $257K
RFG Advisory, LLC 0.01% Reduce -83.9% 9,667 $257K
Access Financial Services, Inc. 0.12% New 9,664 $257K
Prosperity Financial Group, Inc. 0.16% New 9,623 $256K
Plancorp, LLC 0.01% No change 9,544 $254K
Coordinated Financial Services, Inc. 0.22% No change 9,500 $252K
MassMutual Private Wealth & Trust, FSB 0.01% New 9,500 $252K
Radnor Capital Management, LLC 0.08% No change 9,500 $252K
Total Clarity Wealth Management, Inc. 0.09% Reduce -11.0% 9,470 $252K
Forvis Mazars Wealth Advisors, LLC 0.01% New 9,433 $251K
Human Investing LLC 0.05% No change 9,372 $249K
Private Advisory Group LLC 0.03% New 9,301 $247K
Artemis Wealth Advisors, LLC 0.04% No change 9,244 $246K
Nicolet Advisory Services, LLC 0.02% Reduce -10.3% 8,710 $245K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -0.1% 9,216 $245K
Alternative Investment Advisors, LLC. 0.14% No change 9,200 $244K
Everpar Advisors LLC 0.12% No change 9,200 $244K
Founders Financial Securities LLC 0.02% No change 9,196 $244K
Cassaday & Co Wealth Management LLC 0.01% Add +0.6% 9,188 $244K
Patriot Financial Group Insurance Agency, LLC 0.04% Reduce -59.8% 9,167 $244K
SpiderRock Advisors, LLC 0.01% No change 9,137 $243K
CX Institutional 0.01% Reduce -64.2% 9,098 $242K
Navellier & Associates Inc. 0.03% Add +0.3% 9,086 $241K
Howard Financial Services, LTD. 0.04% New 9,038 $240K
BNC Wealth Management, LLC 0.09% No change 9,000 $239K
Greatmark Investment Partners, Inc. 0.03% No change 9,000 $239K
Haverford Trust Co 0.00% No change 9,000 $239K
Gallagher Fiduciary Advisors, LLC 0.05% New 8,990 $239K
Journey Strategic Wealth LLC 0.01% New 8,969 $238K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -26.2% 9,000 $238K
Schulhoff & Co. Inc. 0.11% No change 8,950 $238K
Sonora Investment Management Group, LLC 0.02% No change 10,400 $237K
MBE Wealth Management, LLC 0.14% New 8,900 $236K
WealthPLAN Partners, LLC 0.03% No change 8,862 $235K
MTM Financial Group, LLC 0.15% New 8,840 $235K
Quadrant Private Wealth Management, LLC 0.05% Reduce -13.0% 8,780 $233K
Cypress Capital Group 0.03% New 8,769 $233K
Investment Advisory Services Inc. /TX 0.09% New 8,755 $233K
Grey Ledge Advisors, LLC 0.06% Reduce -32.3% 8,745 $232K
Berkshire Asset Management LLC 0.01% New 8,731 $232K
Benin Management CORP 0.07% New 8,705 $231K
Platform Technology Partners 0.08% — 8,700 $231K
Modera Wealth Management, LLC 0.00% Reduce -25.9% 8,682 $231K
Pinnacle Associates Ltd. 0.00% New 8,675 $230K
Baldwin Wealth Partners LLC 0.02% Add +30.1% 8,650 $230K
Synergy Asset Management, LLC 0.04% New 8,625 $229K
GeoWealth Management, LLC 0.01% Reduce -6.4% 8,605 $229K
Schnieders Capital Management LLC 0.05% New 8,563 $228K
Riggs Asset Managment Co. Inc. 0.07% Add +2039.8% 8,559 $227K
Gen-Wealth Partners Inc 0.11% No change 8,549 $227K
Summit Financial, LLC 0.01% New 8,536 $227K
Old National Bancorp 0.01% New 8,529 $227K
Interactive Financial Advisors, Inc. 0.12% Reduce -4.9% 8,520 $226K
Strategic Blueprint, LLC 0.02% New 8,479 $225K
Strategic Investment Solutions, Inc. 0.07% — 8,903 $224K
Mayflower Financial Advisors, LLC 0.04% New 8,373 $222K
Lazari Capital Management, Inc. 0.10% New 8,367 $222K
EWG Elevate Inc. 0.08% New 8,274 $220K
Inspirion Wealth Advisors, LLC 0.03% New 8,264 $220K
Investment Advisory Group, LLC 0.08% New 8,205 $218K
Balboa Wealth Partners 0.06% New 8,189 $218K
360 Financial, Inc. 0.08% New 8,167 $217K
LVZ, Inc. 0.03% New 8,141 $216K
Thomasville National Bank 0.02% New 8,136 $216K
Carmichael Hill & Associates, Inc. 0.09% No change 8,119 $216K
Laurel Wealth Advisors LLC 0.04% No change 8,052 $214K
Vima LLC 0.47% Add +6.0% 8,044 $214K
Seaview Investment Managers LLC 0.06% New 8,038 $214K
Select Asset Management & Trust 0.08% New 8,000 $213K
Bridgewealth Advisory Group, LLC 0.09% New 8,002 $213K
Brave Asset Management Inc. 0.05% New 8,002 $213K
Harmony Asset Management LLC 0.09% New 8,000 $213K
Claro Advisors Inc. 0.03% New 7,965 $212K
Palisades Hudson Asset Management, L.P. 0.10% New 7,939 $211K
Trustmark Bank Trust Department 0.02% New 7,929 $211K
Schechter Investment Advisors, LLC 0.02% New 7,925 $211K
Well Done, LLC 0.04% New 7,900 $210K
Sweet Financial Partners, LLC 0.05% New 7,889 $210K
Crumly & Associates Inc. 0.06% Reduce -20.3% 7,847 $208K
Liberty Wealth Management LLC 0.04% New 7,833 $208K
BLB&B Advisors, LLC 0.01% New 7,825 $208K
Alta Wealth Advisors LLC 0.10% New 7,822 $208K
Weatherly Asset Management L. P. 0.02% New 7,795 $207K
1ST Source Bank 0.01% New 7,790 $207K
UMB Bank, n.a. 0.00% Add +417.3% 7,760 $206K
Logan Capital Management Inc. 0.01% No change 7,736 $206K
Cypress Wealth Services, LLC 0.05% New 7,735 $206K
Alpha Cubed Investments, LLC 0.01% New 7,711 $205K
Family Manage LLC 0.04% New 7,668 $204K
Ashton Thomas Private Wealth, LLC 0.01% New 7,649 $203K
Ironwood Financial, llc 0.05% New 7,614 $202K
Betterment LLC 0.00% Reduce -38.4% 7,612 $202K
WNY Asset Management, LLC 0.03% New 7,574 $201K
Tompkins Financial Corp. 0.02% Reduce -2.6% 7,432 $197K
Aspect Partners, LLC 0.12% Reduce -9.8% 7,394 $196K
IFP Advisors, Inc 0.01% Add +12.7% 7,330 $195K
PSI Advisors, LLC 0.06% Reduce -86.0% 7,205 $191K
City Holding Co. 0.03% Add +20.1% 7,185 $191K
Scarborough Advisors, LLC 0.08% Add +4.3% 7,067 $188K
Oliver Lagore Vanvalin Investment Group 0.05% Reduce -41.0% 6,937 $184K
Interchange Capital Partners, LLC 0.07% New 6,742 $179K
Bank Julius Baer & Co. Ltd, Zurich 0.00% New 5,803 $172K
Acropolis Investment Management, LLC 0.01% Add +18.5% 6,410 $170K
Bokf, NA 0.00% Reduce -8.3% 6,257 $166K
Nemes Rush Group LLC 0.02% No change 6,094 $162K
Basso Capital Management, L.P. 0.14% New 6,000 $159K
Kings Path Partners LLC 0.08% — 6,000 $159K
Allianz SE 0.00% No change 5,788 $154K
Lanark Financial, Inc. 0.01% Reduce -14.9% 5,704 $151K
Sound Income Strategies, LLC 0.01% Add +44.4% 5,616 $149K
Smithfield Trust Co 0.01% No change 5,400 $144K
City State Bank 0.06% No change 5,366 $143K
Arax Advisory Partners 0.01% No change 5,282 $140K
Key Client Fiduciary Advisors, LLC 0.07% New 5,207 $138K
Hazlett, Burt & Watson, Inc. 0.07% Add +21.1% 5,151 $138K
Benjamin F. Edwards & Company, Inc. 0.00% Reduce -23.8% 5,204 $138K
American National Bank & Trust 0.02% Reduce -3.8% 5,100 $136K
Centerpoint Advisors, LLC 0.05% No change 5,000 $133K
Pathway Financial Advisers, LLC 0.05% Reduce -1.0% 5,005 $133K
Spotlight Asset Group, Inc. 0.09% No change 5,000 $133K
GoalVest Advisory LLC 0.04% Add +11.3% 4,912 $131K
Security National Bank 0.02% No change 4,875 $130K
Capital Analysts, LLC 0.01% No change 4,747 $126K
Friedenthal Financial 0.08% New 4,661 $124K
First Horizon Advisors, Inc. 0.00% No change 4,479 $119K
JFS Wealth Advisors, LLC 0.01% Add +9.4% 4,423 $118K
Arrow Financial Corp 0.01% Add +9.3% 4,390 $117K
Bell Investment Advisors, Inc 0.02% No change 4,384 $116K
Gradient Investments LLC 0.00% Reduce -9.8% 4,380 $116K
Venturi Wealth Management, LLC 0.01% Reduce -56.3% 4,361 $116K
Lindbrook Capital, LLC 0.01% No change 4,290 $114K
Parallel Advisors, LLC 0.00% Add +10.9% 3,921 $104K
Vestor Capital, LLC 0.01% New 3,887 $103K
Adirondack Trust Co. 0.04% No change 3,810 $101K
Beacon Capital Management, LLC 0.02% Reduce -63.7% 3,693 $98K
Clear Investment Research, LLC 0.13% Add +93.3% 3,623 $96K
Advantage Trust Co 0.07% No change 3,595 $96K
EdgeRock Capital LLC 0.07% New 3,546 $94K
Orion Capital Management LLC 0.05% No change 3,462 $92K
Colonial Trust Co / SC 0.02% Add +180.3% 3,459 $92K
Colonial Trust Advisors 0.01% No change 3,400 $90K
Heritage Wealth Advisors 0.00% No change 3,382 $90K
Stephens Consulting, LLC 0.03% Add +3.2% 3,374 $90K
Gold Investment Management Ltd. 0.04% Reduce -0.2% 3,372 $90K
RE Dickinson Investment Advisors, LLC 0.05% No change 3,310 $88K
JTC Employer Solutions Trustee Ltd 0.01% No change 3,260 $87K
Continuum Advisory, LLC 0.01% No change 3,219 $86K
Albion Financial Group 0.01% No change 3,000 $80K
AdvisorNet Financial, Inc 0.01% Reduce -20.3% 2,866 $76K
CGC Financial Services, LLC 0.03% No change 2,800 $74K
NFSG Corp 0.03% Reduce -44.9% 2,766 $73K
Coppell Advisory Solutions LLC 0.01% — 2,654 $71K
WR Wealth Planners, LLC 0.02% No change 2,633 $70K
Avondale Wealth Management 0.05% No change 2,628 $70K
North Star Investment Management Corp. 0.01% Reduce -3.7% 2,620 $70K
Cherry Tree Wealth Management, LLC 0.02% No change 2,567 $68K
Pension & Wealth Management Advisors, Inc. 0.04% New 2,555 $68K
Hobbs Group Advisors, LLC 0.03% — 2,536 $67K
Itau Unibanco Holding S.A. 0.00% Reduce -94.1% 2,526 $67K
Rakuten Securities, Inc. 0.03% Add +1985.8% 2,503 $67K
Sugarloaf Wealth Management, LLC 0.01% No change 2,500 $66K
Bare Financial Services, Inc 0.03% No change 2,427 $64K
RFP Financial Group LLC 0.02% Reduce -16.5% 2,341 $62K
Transcendent Capital Group LLC 0.04% No change 2,300 $61K
Independence Bank of Kentucky 0.02% No change 2,300 $61K
Community Bank, N.A. 0.01% No change 2,255 $60K
Concord Wealth Partners 0.01% No change 2,225 $59K
Banque Cantonale Vaudoise 0.00% Reduce -85.2% 2,200 $58K
Glass Jacobson Investment Advisors llc 0.02% No change 2,180 $58K
Lowe Wealth Advisors, LLC 0.03% No change 2,116 $56K
Pingora Partners LLC 0.04% No change 2,000 $53K
Monetary Management Group Inc. 0.01% No change 2,000 $53K
Tsfg, LLC 0.01% Add +32.4% 1,980 $53K
Mascoma Wealth Management LLC 0.01% No change 1,974 $52K
Towne Trust Company, N.A 0.02% No change 1,925 $51K
Winch Advisory Services, LLC 0.01% No change 1,909 $51K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +2.1% 1,818 $48K
Gables Capital Management Inc. 0.03% No change 1,800 $48K
Spectrum Wealth Counsel, LLC 0.01% Reduce -4.1% 1,766 $47K
Kelly Financial Services LLC 0.02% Add +48.2% 1,737 $46K
Plante Moran Financial Advisors, LLC 0.00% No change 1,700 $45K
Horrell Capital Management, Inc. 0.01% No change 1,680 $45K
Vermillion & White Wealth Management Group, LLC 0.03% New 1,655 $44K
Archer Investment Corp 0.01% Add +3.0% 1,595 $42K
Atlantic Edge Private Wealth Management, LLC 0.01% No change 1,550 $41K
Proffitt & Goodson Inc. 0.01% No change 1,550 $41K
HHM Wealth Advisors, LLC 0.01% New 1,550 $41K
Parkside Financial Bank & Trust 0.01% Reduce -31.9% 1,496 $40K
ORG Partners LLC 0.00% New 1,455 $39K
Armstrong Advisory Group, Inc. 0.00% Reduce -4.0% 1,459 $39K
Dogwood Wealth Management LLC 0.02% Add +13.4% 1,450 $39K
Asset Dedication, LLC 0.00% No change 1,442 $38K
Atwood & Palmer Inc. 0.00% New 1,427 $38K
SWAN Capital LLC 0.02% New 1,395 $37K
Avion Wealth 0.01% Reduce -26.3% 1,400 $37K
Castleview Partners, LLC 0.02% No change 1,377 $37K
Toth Financial Advisory Corp. 0.00% No change 1,295 $34K
West Oak Capital, LLC 0.01% Add +102.3% 1,295 $34K
Financial Network Wealth Advisors LLC 0.03% New 1,292 $34K
Macroview Investment Management LLC 0.04% No change 1,280 $34K
Smartleaf Asset Management LLC 0.01% Reduce -72.6% 1,226 $32K
Ameliora Wealth Management Ltd. 0.01% No change 1,200 $32K
Quadrant Capital Group LLC 0.00% No change 1,200 $32K
Cornerstone Planning Group LLC 0.01% No change 1,281 $32K
Triad Wealth Partners, LLC 0.02% New 1,100 $29K
Caldwell Trust Co 0.00% No change 1,081 $29K
Stonehage Fleming Financial Services Holdings Ltd 0.00% Reduce -37.9% 1,055 $28K
Rain Capital Management, LLC 0.02% No change 1,000 $28K
Richardson Capital Management LLC 0.02% No change 1,035 $28K
Beaird Harris Wealth Management, LLC 0.00% No change 1,020 $27K
AlphaMark Advisors, LLC 0.01% Add +57.2% 1,022 $27K
Horizons Wealth Management 0.02% Reduce -6.0% 1,009 $27K
Abound Wealth Management 0.01% No change 980 $26K
Belmont Capital, LLC 0.00% No change 977 $26K
Clear Point Advisors Inc. 0.02% No change 925 $25K
NewSquare Capital LLC 0.00% Reduce -23.9% 919 $24K
First United Bank & Trust 0.01% No change 915 $24K
Old Second National Bank of Aurora 0.01% Reduce -45.8% 886 $24K
Godsey & Gibb, Inc. 0.00% No change 875 $23K
Compass Wealth Management LLC 0.01% No change 854 $23K
Pacific Center for Financial Services 0.01% No change 852 $23K
Burkett Financial Services, LLC 0.01% No change 833 $22K
Ironwood Wealth Management, Inc. 0.01% No change 750 $22K
IAG Wealth Partners, LLC 0.00% No change 800 $21K
Duncker Streett & Co. Inc. 0.00% No change 800 $21K
Essex Investment Management Co. LLC 0.00% No change 771 $20K
Lynx Investment Advisory 0.01% — 750 $20K
General Partner, Inc. 0.01% No change 750 $20K
ICA Group Wealth Management, LLC 0.01% Reduce -35.1% 750 $20K
Hilltop National Bank 0.01% Reduce -17.6% 750 $20K
Financial Management Professionals, Inc. 0.00% No change 700 $19K
Indiana Trust & Investment Management Co 0.01% No change 670 $18K
SJS Investment Consulting Inc. 0.00% Reduce -32.5% 647 $17K
LRI Investments, LLC 0.00% No change 638 $17K
VitalStone Financial, LLC 0.01% Reduce -81.2% 629 $17K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 600 $16K
Bray Capital Advisors 0.00% No change 600 $16K
Prestige Wealth Management Group LLC 0.00% No change 600 $16K
American Capital Advisory, LLC 0.01% No change 727 $16K
HWG Holdings LP 0.01% — 588 $16K
Tucker Asset Management LLC 0.00% Add +13.3% 580 $15K
Bellevue Asset Management, LLC 0.01% No change 568 $15K
Bison Wealth, LLC 0.00% No change 657 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 551 $15K
Strategic Financial Concepts, LLC 0.01% New 119,276 $14K
Clearstead Trust, LLC 0.00% No change 522 $14K
Crewe Advisors LLC 0.00% Reduce -73.8% 516 $14K
Naples Money Management LLC 0.01% No change 500 $13K
Aviso Financial Inc. 0.00% — 500 $13K
POM Investment Strategies, LLC 0.01% No change 500 $13K
Register Financial Advisors LLC 0.01% No change 500 $13K
Broadwater Capital Management LLC 0.01% No change 481 $13K
Cranbrook Wealth Management, LLC 0.00% No change 463 $12K
Washington Trust Advisors, Inc. 0.00% No change 450 $12K
Johnson Financial Group, Inc. 0.00% No change 440 $12K
Atticus Wealth Management, LLC 0.00% No change 436 $12K
Cassady Schiller Wealth Management, LLC 0.00% No change 428 $11K
Salem Investment Counselors Inc. 0.00% No change 420 $11K
Fairscale Capital, LLC 0.01% — 390 $11K
HBC Financial Services, PLLC 0.01% No change 440 $11K
Louisbourg Investments Inc. 0.00% No change 400 $11K
Westside Investment Management, Inc. 0.00% No change 400 $11K
Opal Wealth Advisors, LLC 0.00% New 395 $10K
MCF Advisors LLC 0.00% Reduce -15.7% 392 $10K
Great Lakes Retirement, Inc. 0.00% New 330 $9K
Delta Asset Management LLC 0.00% No change 330 $9K
Kessler Investment Group, LLC 0.00% Reduce -80.3% 312 $8K
Ridgewood Investments LLC 0.00% New 300 $8K
Stone House Investment Management, LLC 0.00% No change 295 $8K
Peoples Bank 0.01% Reduce -33.3% 290 $8K
MeadowBrook Investment Advisors LLC 0.01% No change 275 $7K
Strengthening Families & Communities, LLC 0.00% No change 267 $7K
Ameritas Investment Partners, Inc. 0.00% No change 235 $6K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 229 $6K
Belpointe Asset Management LLC 0.00% Reduce -98.0% 200 $5K
Barrett & Company, Inc. 0.00% No change 200 $5K
Financial Perspectives, Inc 0.00% No change 200 $5K
Hexagon Capital Partners LLC 0.00% Reduce -60.0% 200 $5K
BNP Paribas 0.00% No change 200 $5K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -98.7% 200 $5K
Cedar Mountain Advisors, LLC 0.00% No change 170 $5K
New Millennium Group LLC 0.00% New 166 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 160 $4K
Byrne Asset Management LLC 0.00% No change 160 $4K
NBT Bank, N.A. 0.00% No change 155 $4K
Farmers & Merchants Trust Co of Chambersburg PA 0.00% No change 155 $4K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -40.0% 150 $4K
Grove Bank & Trust 0.00% No change 133 $4K
Founders Capital Management 0.00% No change 120 $3K
CBIZ Investment Advisory Services, LLC 0.00% No change 117 $3K
HM Payson & Co. 0.00% No change 116 $3K
Valley National Advisers Inc. 0.00% No change 140 $3K
Christopher J. Hasenberg, Inc 0.00% No change 110 $3K
PFG Private Wealth Management, LLC 0.00% No change 100 $3K
Robinswood Financial LLC 0.00% No change 100 $3K
Wellington Shields & Co., LLC 0.00% No change 100 $3K
Princeton Global Asset Management LLC 0.00% No change 100 $3K
CVA Family Office, LLC 0.00% No change 100 $3K
Legend Financial Advisors, Inc. 0.00% New 99 $3K
AllSquare Wealth Management LLC 0.00% No change 95 $3K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 90 $2K
CNB Bank 0.00% No change 85 $2K
Anchor Investment Management, LLC 0.00% Reduce -99.4% 80 $2K
Gould Capital, LLC 0.00% No change 60 $2K
Cypress Capital Management LLC (WY) 0.00% No change 50 $1K
Rise Advisors, LLC 0.00% Reduce -75.0% 50 $1K
BlackRock Inc. 0.00% Reduce -4.9% 39 $1K
Cape Investment Advisory, Inc. 0.00% No change 30 $797
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 20 $532
Perritt Capital Management Inc 0.00% New 20 $531
Denver PWM, LLC 0.00% New 18 $479
Cypress Capital, LLC 0.00% New 16 $425
Horizon Investments, LLC 0.00% No change 16 $425
Gilliland Jeter Wealth Management LLC 0.00% New 10 $266
DHJJ Financial Advisors, Ltd. 0.00% No change 7 $186
McClarren Financial Advisors, Inc. 0.00% Reduce -97.4% 26 $26

"% of holder's portfolio" is SLV's weight in each manager's 13F, not the share of iShares Silver Trust the manager owns.