iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q1 2024 (March 31)572holders
1famous investor
$99.34avg. 13F price*
At the end of Q1 2024, 572 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings. The largest holders were Betterment LLC ($309.6M), BlackRock Inc. ($175.8M) and Bank of America Corp. ($166.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 0-5 Year Tips Bond E
- CUSIP
- 46429B747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $47.9M |
| Exits | 59 | $49.6M |
Ownership 572 holders
| Betterment LLC | 0.83% | Reduce -3.4% | 3,113,375 | $309.6M |
| BlackRock Inc. | 0.00% | Reduce -13.4% | 1,768,176 | $175.8M |
| Bank of America Corp. | 0.02% | Reduce -9.6% | 1,678,116 | $166.9M |
| Modera Wealth Management, LLC | 2.42% | Add +30.3% | 1,600,792 | $159.2M |
| Ritholtz Wealth Management | 4.72% | Add +9.3% | 1,376,049 | $136.8M |
| LPL Financial LLC | 0.07% | Add +13.0% | 1,347,691 | $134.0M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 1,323,931 | $131.6M |
| Modern Wealth Management, LLC | 10.06% | Add +3.0% | 1,089,421 | $108.3M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -2.2% | 1,037,637 | $103.2M |
| AlTi Global, Inc. | 2.34% | Reduce -22.2% | 845,444 | $84.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -49.8% | 778,311 | $77.5M |
| Wealthcare Advisory Partners LLC | 2.48% | Add +9.7% | 760,271 | $75.6M |
| O'shaughnessy Asset Management, LLC | 0.79% | Add +19.6% | 716,221 | $71.2M |
| State Street Corp. | 0.00% | Add +1.6% | 706,544 | $70.3M |
| Destination Wealth Management | 2.23% | Add +7.4% | 675,697 | $67.2M |
| Wealthcare Capital Management LLC | 7.35% | Add +925.3% | 665,819 | $66.2M |
| Haverford Trust Co | 0.63% | Add +0.9% | 603,567 | $60.0M |
| 3EDGE Asset Management, LP | 4.51% | Reduce -5.8% | 582,259 | $57.9M |
| FMR LLC | 0.00% | Reduce -83.3% | 566,115 | $56.3M |
| Keating Investment Counselors Inc. | 17.98% | Add +0.0% | 561,485 | $55.8M |
| JPMorgan Chase & Co. | 0.00% | Add +14.4% | 529,384 | $52.6M |
| CENTRAL TRUST Co | 1.27% | Reduce -5.6% | 513,164 | $51.0M |
| Wells Fargo & Company | 0.01% | Reduce -15.8% | 510,560 | $50.8M |
| Partners Capital Investment Group, LLP | 1.50% | Reduce -28.4% | 504,886 | $50.2M |
| M. Kulyk & Associates, LLC | 11.14% | Add +4.8% | 483,108 | $48.0M |
| Cerity Partners LLC | 0.12% | Reduce -2.1% | 455,794 | $45.1M |
| Dynasty Wealth Management, LLC | 1.41% | — | 444,804 | $44.2M |
| Quotient Wealth Partners, LLC | 1.52% | Add +19.3% | 429,049 | $42.7M |
| Flputnam Investment Management Co. | 0.84% | Add +8.0% | 396,061 | $39.4M |
| Tortoise Investment Management, LLC | 4.55% | Add +10.7% | 376,655 | $37.5M |
| Cetera Investment Advisers | 0.09% | Add +120.5% | 374,766 | $37.3M |
| Summitry LLC | 1.91% | Add +8.2% | 364,891 | $36.3M |
| Sigma Investment Counselors Inc. | 2.29% | Add +1.7% | 356,966 | $35.5M |
| SCS Capital Management LLC | 0.73% | Reduce -5.4% | 345,926 | $34.4M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +175.4% | 317,130 | $31.5M |
| LVW Advisors, LLC | 5.27% | Add +8.2% | 313,162 | $31.1M |
| Townsquare Capital LLC | 0.45% | Add +11.2% | 311,764 | $31.0M |
| UBS Group AG | 0.01% | Reduce -3.7% | 306,238 | $30.4M |
| Pure Financial Advisors, LLC | 0.94% | Reduce -1.1% | 303,539 | $30.2M |
| Creative Planning | 0.03% | Reduce -23.7% | 280,190 | $27.9M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -26.2% | 260,821 | $25.9M |
| Austin Asset Management Co Inc | 5.67% | Add +0.3% | 259,540 | $25.8M |
| Principal Securities, Inc. | 0.79% | Add +13.9% | 256,218 | $25.5M |
| Royal Bank of Canada | 0.01% | Reduce -19.9% | 253,287 | $25.2M |
| First Command Advisory Services, Inc. | 0.25% | Reduce -52.8% | 241,458 | $24.0M |
| Renaissance Technologies | 0.04% | Add +48.1% | 241,100 | $24.0M |
| Victory Capital Management Inc. | 0.02% | No change | 235,579 | $23.4M |
| Altfest L J & Co. Inc. | 3.24% | Reduce -1.9% | 229,881 | $22.9M |
| Kelman-Lazarov, Inc. | 4.43% | Add +3.6% | 227,977 | $22.7M |
| Abacus Planning Group, Inc. | 4.36% | Add +14.2% | 224,274 | $22.3M |
| Raymond James & Associates | 0.01% | Add +18.9% | 217,763 | $21.7M |
| Jane Street Group, LLC | 0.03% | Add +760.6% | 216,701 | $21.5M |
| Wilshire Advisors LLC | 10.58% | Add +7.3% | 213,800 | $21.3M |
| Composition Wealth, LLC | 0.53% | Add +17.7% | 211,819 | $21.1M |
| Greenline Partners, LLC | 3.30% | Add +4.5% | 208,142 | $20.7M |
| Rockland Trust Co. | 1.09% | Add +5.2% | 207,614 | $20.6M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -14.7% | 202,575 | $20.1M |
| HighTower Advisors, LLC | 0.03% | Reduce -26.8% | 197,715 | $19.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.59% | Add +2.7% | 191,926 | $19.1M |
| Jeppson Wealth Management, LLC | 7.36% | Reduce -0.2% | 190,733 | $19.0M |
| Corient Private Wealth LP | 0.03% | Reduce -35.4% | 189,664 | $18.9M |
| Sensible Financial Planning & Management, LLC. | 4.17% | Add +5.3% | 189,637 | $18.9M |
| Prime Capital Investment Advisors, LLC | 0.25% | Reduce -0.2% | 183,451 | $18.2M |
| Flow Traders U.S. LLC | 0.96% | Add +291.2% | 181,069 | $18.0M |
| Diversify Advisory Services, LLC | 1.03% | — | 177,193 | $17.6M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +11.8% | 171,335 | $17.0M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +11.8% | 171,335 | $17.0M |
| Parkside Advisors LLC | 4.36% | Add +3.4% | 170,211 | $16.9M |
| Stordahl Capital Management, Inc. | 4.21% | Add +4.1% | 169,114 | $16.8M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -8.3% | 168,886 | $16.8M |
| Cable Hill Partners, LLC | 2.01% | No change | 166,756 | $16.4M |
| ProVise Management Group, LLC | 1.40% | Add +11.5% | 162,551 | $16.2M |
| Portland Global Advisors LLC | 2.11% | Add +2.8% | 156,025 | $15.5M |
| Cyndeo Wealth Partners, LLC | 1.29% | Add +0.5% | 155,586 | $15.5M |
| Gould Asset Management LLC | 3.63% | Reduce -11.0% | 150,732 | $15.0M |
| Dogwood Wealth Management LLC | 10.03% | Add +18.9% | 149,209 | $14.8M |
| Trilogy Capital Inc. | 0.84% | Reduce -1.0% | 147,401 | $14.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -44.5% | 146,137 | $14.5M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +3.4% | 141,662 | $14.1M |
| Kwmg, LLC | 1.54% | Add +5.1% | 141,399 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.4% | 141,178 | $14.0M |
| Family Firm, Inc. | 3.41% | Add +2.8% | 140,749 | $14.0M |
| Stifel Financial Corp. | 0.02% | Reduce -13.6% | 140,260 | $13.9M |
| Silver Oak Securities, Incorporated | 2.04% | Reduce -22.0% | 134,271 | $13.4M |
| Northland Capital Management LLC | 9.30% | Add +1.1% | 133,615 | $13.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +35.6% | 133,060 | $13.2M |
| GoalFusion Wealth Management, LLC | 8.14% | Reduce -30.1% | 128,508 | $12.8M |
| Financial Gravity Asset Management, Inc. | 3.57% | Reduce -92.9% | 128,702 | $12.7M |
| Galvin, Gaustad & Stein, LLC | 1.18% | Reduce -2.5% | 127,414 | $12.7M |
| Prudential Financial Inc. | 0.02% | Reduce -13.0% | 124,982 | $12.4M |
| Burt Wealth Advisors | 3.14% | Add +8.5% | 124,501 | $12.4M |
| Ethos Financial Group, LLC | 2.31% | Reduce -0.7% | 121,340 | $12.1M |
| Arkansas Financial Group, Inc. | 2.09% | Add +8.6% | 119,498 | $11.9M |
| 49 Wealth Management, LLC | 2.48% | Add +9.6% | 116,537 | $11.6M |
| FDx Advisors, Inc. | 1.75% | Reduce -4.4% | 116,173 | $11.6M |
| Guggenheim Capital LLC | 0.08% | Add +10.8% | 115,327 | $11.5M |
| Courier Capital LLC | 0.83% | Reduce 0.0% | 115,304 | $11.5M |
| MML Investors Services, LLC | 0.05% | Reduce -28.2% | 114,443 | $11.4M |
| AJ Advisors, LLC | 6.25% | Add +2.3% | 113,983 | $11.3M |
| New Capital Management LP | 3.34% | Add +2.9% | 112,638 | $11.2M |
| American Money Management, LLC | 2.28% | Add +13.0% | 109,914 | $10.9M |
| Municipal Employees' Retirement System of Michigan | 0.14% | Add +0.9% | 109,359 | $10.9M |
| Mercer Global Advisors Inc. | 0.03% | Add +6.3% | 106,162 | $10.6M |
| IFG Advisory, LLC | 0.79% | Reduce -0.3% | 105,928 | $10.5M |
| Walker Financial Services, Inc. | 8.40% | Reduce -39.0% | 102,783 | $10.2M |
| Elm Partners Management LLC | 0.80% | Reduce -11.1% | 101,956 | $10.1M |
| Alesco Advisors, LLC, An ESL Co | 0.33% | Reduce -0.4% | 101,314 | $10.1M |
| Park Edge Advisors, LLC | 2.81% | New | 101,209 | $10.1M |
| Empowered Funds, LLC | 0.18% | New | 100,208 | $9.9M |
| Echo45 Advisors LLC | 7.07% | Add +2.6% | 98,825 | $9.8M |
| BIP Wealth, LLC | 0.68% | Add +13.2% | 93,410 | $9.3M |
| Exencial Wealth Advisors, LLC | 0.34% | Reduce -4.0% | 92,111 | $9.2M |
| Valmark Advisers, Inc. | 0.16% | Add +1.9% | 92,049 | $9.2M |
| SWP Financial LLC | 6.06% | Add +8.4% | 87,654 | $8.6M |
| Drake & Associates, LLC | 3.12% | Add +5.3% | 85,840 | $8.5M |
| Pinnacle Wealth Management Group, Inc. | 6.01% | Reduce -6.4% | 81,385 | $8.1M |
| Bleakley Financial Group, LLC | 0.23% | Reduce -4.0% | 81,018 | $8.1M |
| Simplicity Wealth,LLC | 0.19% | New | 81,018 | $8.1M |
| Truist Financial Corp. | 0.01% | Reduce -44.9% | 77,571 | $7.7M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -32.9% | 77,100 | $7.7M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +2.2% | 79,042 | $7.7M |
| Columbus Macro, LLC | 2.89% | Add +20.0% | 76,562 | $7.6M |
| Westover Capital Advisors, LLC | 2.11% | Add +22.5% | 72,641 | $7.2M |
| NBT Bank, N.A. | 0.53% | Add +10.0% | 72,152 | $7.2M |
| Treynor Bancshares, Inc. | 4.12% | Add +0.1% | 71,244 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Add +809.3% | 67,233 | $6.7M |
| Sterling Investment Advisors LLC | 3.89% | Add +4.1% | 66,660 | $6.6M |
| Hillcrest Wealth Advisors - NY, LLC | 3.54% | Add +1.2% | 65,695 | $6.5M |
| First Trust Bank, Ltd. | 14.55% | No change | 65,390 | $6.5M |
| Signet Financial Management, LLC | 0.87% | Reduce -2.4% | 63,913 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Add +3.8% | 63,839 | $6.3M |
| Elevate Wealth Advisory, Inc. | 5.52% | Add +10.6% | 63,728 | $6.3M |
| Blair William & Co. | 0.02% | Reduce -1.4% | 61,568 | $6.1M |
| Oppenheimer & Co. Inc. | 0.10% | Reduce -13.6% | 59,931 | $6.0M |
| Performance Wealth Partners, LLC | 0.25% | Reduce -4.4% | 59,591 | $5.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -18.6% | 58,849 | $5.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +18.3% | 58,845 | $5.9M |
| Integris Wealth Management, LLC | 1.61% | Add +4.2% | 58,409 | $5.8M |
| First Horizon Advisors, Inc. | 0.17% | Add +15.3% | 56,257 | $5.6M |
| City State Bank | 2.46% | Reduce -0.8% | 56,154 | $5.6M |
| Heck Capital Advisors, LLC | 0.85% | Reduce -0.9% | 55,937 | $5.6M |
| NorthCrest Asset Manangement, LLC | 0.19% | Reduce -3.4% | 55,122 | $5.5M |
| Leuthold Group, LLC | 0.61% | No change | 54,897 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -6.8% | 53,210 | $5.3M |
| Ancora Advisors LLC | 0.12% | Add +7.5% | 52,241 | $5.2M |
| New York Life Investment Management LLC | 0.05% | Add +2315.0% | 52,140 | $5.2M |
| Arcataur Capital Management LLC | 1.75% | Reduce -0.6% | 49,029 | $4.9M |
| Chesapeake Capital Corp. | 3.61% | Reduce -29.9% | 48,755 | $4.8M |
| Perigon Wealth Management, LLC | 0.14% | Add +92.3% | 47,980 | $4.8M |
| Pinnacle Financial Partners Inc | 0.10% | Reduce -81.1% | 47,756 | $4.7M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Add +9.3% | 47,000 | $4.7M |
| Sigma Planning Corp | 0.15% | Add +147.5% | 46,760 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.8% | 46,116 | $4.6M |
| Equita Financial Network, Inc. | 2.03% | Add +19.1% | 45,549 | $4.5M |
| Ameritas Advisory Services, LLC | 0.18% | Add +187.4% | 44,911 | $4.4M |
| Centaurus Financial, Inc. | 0.31% | Add +57.4% | 44,294 | $4.4M |
| Kure Advisory, LLC | 3.74% | Reduce -39.1% | 44,059 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.10% | Reduce -50.9% | 43,942 | $4.4M |
| Trivant Custom Portfolio Group, LLC | 2.76% | Reduce -16.6% | 43,605 | $4.3M |
| New Potomac Partners, LLC | 2.29% | Add +13.4% | 41,394 | $4.1M |
| Lake Street Advisors Group, LLC | 0.19% | Add +1482.8% | 40,947 | $4.1M |
| RDA Financial Network | 1.39% | Add +1.5% | 40,615 | $4.0M |
| Cibc World Market Inc. | 0.01% | Reduce -0.4% | 38,950 | $3.9M |
| Leavell Investment Management, Inc. | 0.22% | Add +17.8% | 38,599 | $3.8M |
| Soltis Investment Advisors LLC | 0.43% | Reduce -30.4% | 38,499 | $3.8M |
| Equitable Holdings, Inc. | 0.04% | Reduce -66.5% | 38,296 | $3.8M |
| Mackenzie Financial Corp. | 0.01% | New | 38,200 | $3.8M |
| Tower Wealth Partners, Inc. | 2.38% | Add +2.5% | 36,924 | $3.7M |
| Mgo One Seven LLC | 0.19% | Add +96.6% | 36,341 | $3.6M |
| Retireful, LLC | 1.46% | Reduce -9.6% | 35,414 | $3.5M |
| HBW Advisory Services LLC | 0.66% | No change | 35,515 | $3.5M |
| Friedenthal Financial | 2.15% | Add +2.4% | 35,100 | $3.5M |
| Martin Capital Partners, LLC | 1.33% | Reduce -3.4% | 34,882 | $3.5M |
| Phillips Financial Management, LLC | 0.28% | Add +1.5% | 34,651 | $3.4M |
| James Investment Research, Inc. | 0.41% | Reduce -4.4% | 34,568 | $3.4M |
| Cascade Financial Partners, LLC | 0.49% | — | 34,024 | $3.4M |
| Mutual Advisors, LLC | 0.11% | Add +0.1% | 33,819 | $3.4M |
| Atria Investments, Inc | 0.05% | Add +4.6% | 33,363 | $3.3M |
| Home Federal Bank of Tennessee | 1.00% | No change | 32,634 | $3.2M |
| CFS Investment Advisory Services, LLC | 0.54% | Reduce -1.6% | 32,227 | $3.2M |
| Mariner, LLC | 0.01% | Reduce -0.3% | 31,813 | $3.2M |
| Lutz Financial Services LLC | 0.28% | Add +25.7% | 31,748 | $3.2M |
| Slow Capital, Inc. | 0.50% | Add +9.7% | 31,110 | $3.1M |
| Lake Hills Wealth Management, LLC | 2.73% | Reduce -51.5% | 30,472 | $3.0M |
| Hilltop Holdings Inc. | 0.32% | Reduce -3.0% | 29,275 | $2.9M |
| Physician Wealth Advisors, Inc. | 0.60% | Add +3.8% | 28,631 | $2.8M |
| BNP Paribas Financial Markets | 0.00% | Add +7.5% | 28,323 | $2.8M |
| Choreo, LLC | 0.07% | Reduce -34.1% | 28,263 | $2.8M |
| Madden Advisory Services, Inc. | 1.48% | Reduce -3.0% | 28,163 | $2.8M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +8.9% | 27,549 | $2.7M |
| WASHINGTON TRUST Co | 0.10% | Reduce -21.0% | 26,412 | $2.6M |
| Fifth Third Securities, Inc. | 0.25% | Reduce -1.5% | 26,185 | $2.6M |
| Citigroup Inc. | 0.00% | Reduce -1.9% | 26,005 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.48% | Add +1.8% | 25,752 | $2.6M |
| Cwm, LLC | 0.01% | Reduce -41.9% | 25,110 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +55.3% | 25,064 | $2.5M |
| USAdvisors Wealth Management, LLC | 0.92% | Reduce -56.3% | 24,516 | $2.4M |
| Greenleaf Trust | 0.02% | Add +6.1% | 24,513 | $2.4M |
| Fortis Advisors, LLC | 1.62% | Add +70.4% | 24,371 | $2.4M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -19.8% | 24,361 | $2.4M |
| IFP Advisors, Inc | 0.10% | Reduce -2.6% | 23,257 | $2.3M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -37.5% | 22,987 | $2.3M |
| Forefront Analytics, LLC | 1.08% | Add +4.6% | 22,471 | $2.2M |
| Bell Investment Advisors, Inc | 0.44% | Reduce -8.3% | 22,468 | $2.2M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -3.3% | 22,291 | $2.2M |
| Portside Wealth Group, LLC | 0.41% | Reduce -30.9% | 22,232 | $2.2M |
| Prairie Wealth Advisors, Inc. | 1.03% | — | 22,002 | $2.2M |
| Cambridge Associates LLC /Ma/ | 0.12% | Reduce -8.6% | 21,910 | $2.2M |
| Breakwater Capital Group | 0.55% | Add +34.4% | 21,878 | $2.2M |
| Captrust Financial Advisors | 0.01% | Add +582.0% | 21,743 | $2.2M |
| Evexia Wealth LLC | 0.87% | Add +9.6% | 21,364 | $2.1M |
| Stone Summit Wealth LLC | 0.72% | Add +19.7% | 20,901 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.8% | 20,884 | $2.1M |
| Fairview Capital Investment Management, LLC | 0.12% | Reduce -1.5% | 20,742 | $2.1M |
| LifeGuide Financial Advisors, LLC | 0.97% | Reduce -0.3% | 19,406 | $1.9M |
| Passive Capital Management, LLC. | 0.74% | Reduce -8.2% | 18,946 | $1.9M |
| Merit Financial Group, LLC | 0.04% | Reduce -42.4% | 18,612 | $1.8M |
| Curbstone Financial Management Corp | 0.40% | Reduce -17.3% | 18,450 | $1.8M |
| Sharper & Granite LLC | 0.88% | Add +7.5% | 18,270 | $1.8M |
| Maltin Wealth Management, Inc. | 1.02% | Add +38.6% | 18,253 | $1.8M |
| Elwood & Goetz Wealth Advisory Group, LLC | 0.44% | Reduce -55.5% | 18,205 | $1.8M |
| Fermata Advisors, LLC | 0.41% | Reduce -4.3% | 18,173 | $1.8M |
| Brooklyn FI, LLC | 0.73% | Add +2.9% | 17,739 | $1.8M |
| Nations Financial Group Inc, /Ia/ | 0.14% | Add +11.0% | 17,151 | $1.7M |
| CIBC Private Wealth Group LLC | 0.00% | New | 16,819 | $1.7M |
| HRT Financial LP | 0.01% | New | 16,651 | $1.7M |
| Lee Financial Co | 0.27% | Reduce -43.3% | 16,236 | $1.6M |
| Capasso Planning Partners LLC | 0.67% | Reduce -7.1% | 16,230 | $1.6M |
| Roundview Capital LLC | 0.13% | Reduce -2.3% | 16,208 | $1.6M |
| Investment Partners Asset Management, Inc. | 1.45% | Add +13.7% | 16,196 | $1.6M |
| Country Club Bank | 0.11% | Reduce -52.1% | 16,040 | $1.6M |
| Chicago Partners Investment Group LLC | 0.07% | Add +2.5% | 15,713 | $1.6M |
| Creative Financial Designs Inc. | 0.15% | Add +2.1% | 15,448 | $1.5M |
| One Wealth Map LLC | 1.01% | Reduce -16.6% | 15,418 | $1.5M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +14.9% | 15,156 | $1.5M |
| Tidal Investments LLC | 0.03% | Reduce -29.1% | 15,150 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -32.1% | 14,965 | $1.5M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -5.5% | 14,927 | $1.5M |
| All Season Financial Advisors, Inc. | 1.22% | Add +10.9% | 14,862 | $1.5M |
| Global Retirement Partners, LLC | 0.06% | Reduce -8.3% | 14,839 | $1.5M |
| D L Carlson Investment Group Inc. | 0.29% | Add +0.5% | 14,760 | $1.5M |
| Savant Capital, LLC | 0.02% | Add +5.9% | 14,627 | $1.5M |
| Peak Financial Management, Inc. | 0.46% | Add +0.9% | 14,559 | $1.4M |
| Successful Portfolios LLC | 0.99% | Add +5.5% | 14,532 | $1.4M |
| Independent Wealth Network Inc. | 0.67% | Add +6.0% | 14,436 | $1.4M |
| Prosperity Consulting Group, LLC | 0.18% | New | 14,354 | $1.4M |
| Corepath Wealth Partners LLC | 1.55% | Reduce -29.5% | 14,135 | $1.4M |
| Heritage Investment Group, Inc. | 0.19% | Add +7.2% | 13,972 | $1.4M |
| DMC Group, LLC | 1.20% | Add +5.5% | 13,956 | $1.4M |
| BTG Pactual Global Asset Management Ltd | 0.44% | New | 14,142 | $1.4M |
| VERITY Wealth Advisors | 1.06% | No change | 13,841 | $1.4M |
| Brown Wealth Management, LLC | 0.57% | New | 13,831 | $1.4M |
| Carr Financial Group Corp | 0.46% | Reduce -0.3% | 13,765 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Reduce -29.4% | 13,747 | $1.4M |
| Savvy Advisors, Inc. | 0.79% | Reduce -27.0% | 13,721 | $1.4M |
| NewEdge Wealth, LLC | 0.03% | Add +153.3% | 13,528 | $1.3M |
| Ellis Investment Partners, LLC | 0.29% | Add +5.7% | 13,397 | $1.3M |
| Ignite Planners, LLC | 0.37% | Add +38.4% | 13,247 | $1.3M |
| Alliance Wealth Advisors, LLC | 0.39% | Add +13.9% | 13,142 | $1.3M |
| Joseph P. Lucia & Associates, LLC | 0.70% | Reduce -7.9% | 13,103 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.49% | Add +3.2% | 13,099 | $1.3M |
| Gilliland Jeter Wealth Management LLC | 0.45% | Reduce -28.9% | 13,003 | $1.3M |
| Altiora Financial Group, LLC | 0.35% | No change | 12,950 | $1.3M |
| Tidemark, LLC | 0.71% | No change | 12,888 | $1.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -3.4% | 12,486 | $1.2M |
| Jackson Creek Investment Advisors LLC | 0.44% | Add +2.8% | 12,447 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -3.0% | 12,343 | $1.2M |
| Barclays PLC | 0.00% | Reduce -0.4% | 12,200 | $1.2M |
| First PREMIER Bank | 0.32% | Add +3.7% | 12,194 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -70.7% | 12,089 | $1.2M |
| Northwest Wealth Management, LLC | 0.33% | Reduce -9.4% | 11,983 | $1.2M |
| Aquire Wealth Advisors, LLC | 0.42% | Add +0.6% | 11,946 | $1.2M |
| Focus Financial Network, Inc. | 0.06% | — | 11,940 | $1.2M |
| Southland Equity Partners LLC | 0.33% | Add +4.1% | 11,815 | $1.2M |
| Sowell Financial Services LLC | 0.05% | Reduce -11.4% | 11,694 | $1.2M |
| Strategic Blueprint, LLC | 0.08% | Reduce -4.4% | 11,543 | $1.1M |
| Princeton Global Asset Management LLC | 0.27% | Reduce -12.3% | 11,521 | $1.1M |
| Cape Investment Advisory, Inc. | 0.53% | Add +4.6% | 11,482 | $1.1M |
| Selective Wealth Management, Inc. | 0.49% | Reduce -18.3% | 11,291 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -60.1% | 11,245 | $1.1M |
| Chesley Taft & Associates LLC | 0.06% | Reduce -2.0% | 11,183 | $1.1M |
| Lincoln National Corp. | 0.02% | Reduce -12.7% | 11,161 | $1.1M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -9.7% | 11,097 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -53.9% | 11,007 | $1.1M |
| Virtus Family Office LLC | 1.71% | Add +0.7% | 10,802 | $1.1M |
| Breakwater Investment Management | 0.48% | — | 10,582 | $1.1M |
| Disciplined Investments, LLC | 0.57% | Reduce -7.1% | 10,546 | $1.0M |
| Belpointe Asset Management LLC | 0.08% | Reduce -54.1% | 10,204 | $1.0M |
| Wallace Advisory Group, LLC | 0.75% | Reduce -14.4% | 10,190 | $1.0M |
| SVB Wealth LLC | 0.02% | Reduce -50.6% | 10,006 | $995K |
| Nwam LLC | 0.08% | Add +25.2% | 10,016 | $992K |
| Arbor Investment Advisors, LLC | 0.14% | Reduce -39.9% | 9,953 | $990K |
| Comerica Bank | 0.00% | Add +18.5% | 9,780 | $972K |
| Spire Wealth Management | 0.02% | Add +10.1% | 9,778 | $972K |
| FreeGulliver LLC | 0.85% | New | 9,669 | $961K |
| Bank of New York Mellon Corp | 0.00% | Reduce -93.5% | 9,649 | $959K |
| Snowden Capital Advisors LLC | 0.03% | Add +180.2% | 9,629 | $957K |
| L. Roy Papp & Associates, LLP | 0.11% | No change | 9,400 | $935K |
| Latitude Advisors, LLC | 0.58% | Add +3.1% | 9,390 | $934K |
| Ted Buchan & Co | 0.56% | Reduce -19.0% | 9,249 | $920K |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -8.2% | 9,212 | $916K |
| Aptus Capital Advisors, LLC | 0.02% | Add +1993.5% | 9,086 | $903K |
| Synovus Financial Corp. | 0.01% | Reduce -11.0% | 9,041 | $899K |
| Fairway Wealth LLC | 0.61% | Add +60.2% | 9,030 | $898K |
| Archvest Wealth Advisors, Inc. | 0.62% | No change | 8,809 | $873K |
| Empirical Asset Management, LLC | 0.42% | Add +0.0% | 8,717 | $867K |
| Private Wealth Management Group, LLC | 0.39% | Reduce -8.1% | 8,628 | $858K |
| Buck Wealth Strategies, LLC | 0.29% | Reduce -88.2% | 8,620 | $857K |
| Rosenberg Matthew Hamilton | 0.24% | Reduce -32.6% | 8,473 | $840K |
| US Bancorp \de | 0.00% | Add +3.0% | 8,225 | $818K |
| RPg Family Wealth Advisory, LLC | 0.26% | Add +11.4% | 8,181 | $813K |
| Continuum Wealth Advisors, LLC | 0.46% | Reduce -7.1% | 8,180 | $813K |
| Prospera Financial Services Inc | 0.02% | Reduce -42.8% | 7,998 | $795K |
| Florida Financial Advisors, LLC | 0.58% | Reduce -1.2% | 7,980 | $793K |
| United Asset Strategies, Inc. | 0.08% | Add +3.6% | 7,964 | $792K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.35% | Reduce -7.8% | 7,989 | $791K |
| RHS Financial, LLC | 0.45% | Reduce -1.3% | 7,829 | $778K |
| 360 Financial, Inc. | 0.30% | No change | 7,700 | $766K |
| Obermeyer Wealth Partners | 0.04% | Reduce -14.9% | 7,629 | $759K |
| Belvedere Trading LLC | 0.05% | New | 7,603 | $756K |
| Advisory Services Network, LLC | 0.02% | Reduce -6.7% | 7,498 | $745K |
| Clear Investment Research, LLC | 0.99% | Reduce -0.8% | 7,373 | $733K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -12.4% | 7,359 | $732K |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -1.4% | 7,323 | $728K |
| Gibbs Wealth Management | 0.42% | — | 7,311 | $727K |
| Allworth Financial LP | 0.01% | Add +54.1% | 7,151 | $711K |
| Robinswood Financial LLC | 0.30% | Add +2.1% | 7,145 | $708K |
| Waverly Advisors, LLC | 0.02% | New | 7,101 | $706K |
| Grand Wealth Management, LLC | 0.34% | Add +116.0% | 7,099 | $706K |
| Redhawk Wealth Advisors, Inc. | 0.11% | Add +44.8% | 6,996 | $696K |
| Middleton & Co. Inc. | 0.08% | New | 6,863 | $682K |
| Strategic Financial Concepts, LLC | 0.16% | Add +5.6% | 6,840 | $680K |
| IHT Wealth Management, LLC | 0.03% | New | 6,832 | $679K |
| Acorn Financial Advisory Services Inc. | 0.13% | Reduce -25.9% | 6,827 | $679K |
| Private Trust Co. NA | 0.07% | Add +39.8% | 6,827 | $679K |
| Wealthspan Partners, LLC | 0.39% | Reduce -4.0% | 6,585 | $655K |
| WNY Asset Management, LLC | 0.10% | Reduce -18.5% | 6,459 | $642K |
| Topel & Distasi Wealth Management, LLC | 0.28% | No change | 6,453 | $642K |
| Petix & Botte Co | 0.16% | New | 6,453 | $642K |
| Independent Financial Group, LLC | 0.03% | Reduce -43.9% | 6,440 | $640K |
| Focus Partners Wealth | 0.01% | New | 6,441 | $640K |
| TSA Wealth Managment LLC | 0.28% | Reduce -6.0% | 6,384 | $635K |
| Heritage Wealth Management, LLC | 0.32% | Reduce -38.6% | 6,345 | $631K |
| Baker Tilly Wealth Management, LLC | 0.11% | Reduce -10.6% | 6,337 | $630K |
| &partners | 0.09% | New | 6,263 | $623K |
| Integrated Advisors Network LLC | 0.03% | Reduce -0.0% | 6,171 | $614K |
| Walter & Keenan Wealth Management LLC /in/ | 0.20% | Reduce -7.6% | 6,100 | $607K |
| Secured Retirement Advisors, LLC | 0.50% | Reduce -9.4% | 5,949 | $592K |
| North Ridge Wealth Advisors, Inc. | 0.46% | Reduce -2.2% | 5,916 | $588K |
| PBMares Wealth Management LLC | 0.15% | Add +0.7% | 5,881 | $585K |
| Financial Network Wealth Advisors LLC | 0.57% | Reduce -5.3% | 5,797 | $576K |
| RFP Financial Group LLC | 0.22% | Reduce -2.0% | 5,749 | $572K |
| Cardiff Park Advisors, LLC | 0.05% | No change | 5,665 | $563K |
| Beacon Financial Advisory LLC | 0.27% | Reduce -34.2% | 5,569 | $554K |
| Park Avenue Securities LLC | 0.01% | Reduce -30.5% | 5,537 | $551K |
| Empower Advisory Group, LLC | 0.00% | Reduce -60.2% | 5,519 | $549K |
| Eldridge Investment Advisors, Inc. | 0.14% | New | 5,500 | $547K |
| Kovack Advisors, Inc. | 0.06% | Add +23.0% | 5,386 | $535K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 5,344 | $531K |
| Lodestone Wealth Management LLC | 0.28% | Reduce -2.8% | 5,329 | $530K |
| FirstPurpose Wealth LLC | 0.19% | Reduce -1.4% | 5,291 | $524K |
| Western Wealth Management, LLC | 0.04% | Reduce -5.9% | 5,264 | $523K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -2.7% | 5,252 | $522K |
| Trustmark Bank Trust Department | 0.04% | Reduce -13.9% | 5,192 | $516K |
| Clearstead Advisors, LLC | 0.03% | No change | 5,200 | $515K |
| Pinnacle Bancorp, Inc. | 0.15% | No change | 5,062 | $503K |
| AE Wealth Management LLC | 0.01% | Reduce -97.7% | 5,023 | $499K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 4,986 | $496K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -9.2% | 4,946 | $492K |
| ARK & TLK Investments, LLC | 0.19% | Add +0.0% | 4,942 | $491K |
| Delta Investment Management, LLC | 0.11% | Reduce -1.5% | 4,932 | $490K |
| Able Wealth Management LLC | 0.43% | Reduce -6.7% | 4,930 | $490K |
| Continuum Advisory, LLC | 0.07% | Reduce -50.6% | 4,919 | $488K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -0.5% | 4,893 | $486K |
| Carolinas Wealth Consulting LLC | 0.09% | Reduce -3.9% | 4,837 | $481K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -55.1% | 4,665 | $464K |
| Jones Financial Companies LLLP | 0.00% | Add +56.8% | 4,641 | $461K |
| Penobscot Investment Management Company, Inc. | 0.05% | Reduce -17.2% | 4,616 | $459K |
| Virtue Capital Management, LLC | 0.08% | No change | 4,577 | $455K |
| Wbi Investments, LLC | 0.09% | Reduce -32.5% | 4,437 | $441K |
| Keystone Wealth Services, LLC | 0.14% | Reduce -9.0% | 4,383 | $436K |
| FC Advisory LLC | 0.16% | No change | 4,372 | $435K |
| Prairiewood Capital, LLC | 0.20% | No change | 4,323 | $430K |
| Kohmann Bosshard Financial Services, LLC | 0.06% | Reduce -46.4% | 4,249 | $422K |
| Lido Advisors, LLC | 0.00% | Add +16.0% | 4,227 | $420K |
| Mattern Wealth Management LLC | 0.10% | Reduce -42.9% | 4,191 | $417K |
| LWM Advisory Services, LLC | 0.33% | Add +12.1% | 4,156 | $413K |
| Aprio Wealth Management, LLC | 0.08% | New | 4,121 | $410K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.5% | 4,105 | $408K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -11.4% | 4,103 | $408K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.20% | Reduce -0.7% | 4,101 | $408K |
| Smith & Howard Wealth Management, LLC | 0.13% | Add +1.7% | 4,098 | $407K |
| LaFleur & Godfrey LLC | 0.06% | Add +7.8% | 4,096 | $407K |
| StoneX Group Inc. | 0.04% | Add +9.0% | 4,018 | $399K |
| Eagle Bay Advisors LLC | 0.25% | No change | 4,000 | $398K |
| MADDEN SECURITIES Corp | 0.18% | Add +8.1% | 3,985 | $396K |
| Echo Wealth Management, LLC | 0.33% | Add +22.6% | 3,961 | $394K |
| Evoke Wealth, LLC | 0.01% | New | 3,955 | $393K |
| TD Capital Management LLC | 0.04% | No change | 3,855 | $383K |
| Wedbush Securities Inc. | 0.01% | Add +37.4% | 3,847 | $383K |
| Tyche Wealth Partners LLC | 0.09% | Reduce -12.0% | 3,837 | $382K |
| Eagle Capital Management, LLC | 0.17% | No change | 3,812 | $379K |
| Toth Financial Advisory Corp. | 0.05% | Reduce -44.1% | 3,807 | $379K |
| Scotia Capital Inc. | 0.00% | Reduce -14.8% | 3,802 | $378K |
| Napatree Capital LLC | 0.36% | No change | 3,785 | $375K |
| Campbell Wealth Management | 0.04% | Reduce -88.7% | 3,688 | $367K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.0% | 3,679 | $366K |
| Triumph Capital Management | 0.15% | Add +0.6% | 3,678 | $365K |
| Morton Brown Family Wealth, LLC | 0.15% | Reduce -87.4% | 3,668 | $365K |
| Raymond James Trust N.A. | 0.01% | No change | 3,654 | $363K |
| Owen LaRue, LLC | 0.22% | Reduce -30.3% | 3,520 | $350K |
| Sugarloaf Wealth Management, LLC | 0.07% | Reduce -60.3% | 3,514 | $349K |
| Brookstone Capital Management | 0.01% | Add +3.8% | 3,469 | $345K |
| Core Wealth Partners LLC | 0.26% | No change | 3,468 | $345K |
| Rathbones Group PLC | 0.00% | Reduce -45.8% | 3,466 | $345K |
| Bison Wealth, LLC | 0.06% | No change | 3,455 | $344K |
| Verdence Capital Advisors LLC | 0.03% | Add +11.0% | 3,389 | $337K |
| Atwater Malick LLC | 0.12% | No change | 3,374 | $335K |
| Retirement Capital Strategies | 0.13% | Reduce -1.0% | 3,281 | $326K |
| Quadcap Wealth Management, LLC | 0.07% | Reduce -42.7% | 3,227 | $321K |
| M&T Bank Corp | 0.00% | No change | 3,204 | $319K |
| Morton Community Bank | 0.09% | No change | 3,200 | $318K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $318K |
| Signaturefd, LLC | 0.01% | Add +62260.0% | 3,118 | $310K |
| GeoWealth Management, LLC | 0.01% | Reduce -20.8% | 3,074 | $306K |
| Advisor Resource Council | 0.13% | Reduce -89.2% | 3,068 | $304K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -2.5% | 3,060 | $304K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +0.9% | 3,011 | $299K |
| VanderPol Investments L.L.C. | 0.84% | New | 2,956 | $294K |
| Invesco Ltd. | 0.00% | Reduce -24.4% | 2,950 | $293K |
| Bank of Montreal | 0.00% | Reduce -55.8% | 2,932 | $292K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -39.3% | 2,927 | $291K |
| CGN Advisors LLC | 0.04% | No change | 2,861 | $285K |
| Cambridge Capital Management, LLC | 0.22% | Add +2.0% | 2,858 | $284K |
| Sovereign Financial Group, Inc. | 0.07% | Add +10.2% | 2,828 | $281K |
| Market Street Wealth Management Advisors LLC | 0.05% | Add +0.4% | 2,792 | $278K |
| Apella Capital, LLC | 0.01% | Reduce -24.2% | 2,791 | $278K |
| National Bank of Canada | 0.00% | Add +5.3% | 2,765 | $274K |
| Tradewinds Capital Management, LLC | 0.08% | No change | 2,735 | $272K |
| Upper Left Wealth Management, LLC | 0.25% | Reduce -13.4% | 2,727 | $271K |
| Vertex Planning Partners, LLC | 0.07% | Add +3.8% | 2,723 | $271K |
| Foundations Investment Advisors, LLC | 0.01% | New | 2,713 | $270K |
| Satovsky Asset Management LLC | 0.08% | Reduce -1.6% | 2,705 | $269K |
| Kickstand Ventures, Llc. | 0.07% | Reduce -52.3% | 2,664 | $265K |
| DDD Partners, LLC | 0.03% | New | 2,643 | $263K |
| Sandy Spring Bank | 0.01% | Add +0.0% | 2,624 | $261K |
| Good Life Advisors, LLC | 0.02% | Reduce -17.3% | 2,621 | $261K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.7% | 2,591 | $258K |
| Ardent Capital Management, Inc. | 0.13% | No change | 2,590 | $258K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 2,580 | $257K |
| GTS Securities LLC | 0.01% | New | 2,563 | $255K |
| Norden Group LLC | 0.05% | Reduce -99.9% | 2,537 | $252K |
| Octavia Wealth Advisors, LLC | 0.04% | Reduce -82.8% | 2,496 | $248K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $246K |
| Private Client Services, LLC | 0.16% | Reduce -23.2% | 2,427 | $241K |
| Northwest Capital Management Inc | 0.08% | Add +26.4% | 2,417 | $240K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -4.0% | 2,413 | $239K |
| Aviance Capital Partners, LLC | 0.03% | No change | 2,358 | $234K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -69.1% | 2,343 | $233K |
| Greenspring Advisors, LLC | 0.06% | No change | 2,285 | $227K |
| Fiduciary Trust Co | 0.00% | Reduce -23.0% | 2,278 | $227K |
| Quad-Cities Investment Group, LLC | 0.13% | Reduce -7.8% | 2,234 | $222K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -29.1% | 2,185 | $217K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -11.0% | 2,179 | $217K |
| Executive Wealth Management, LLC | 0.02% | Reduce -92.6% | 2,184 | $217K |
| Dodds Wealth, LLC | 0.09% | Reduce -92.7% | 2,157 | $214K |
| Ehrlich Financial Group | 0.18% | Reduce -26.9% | 2,150 | $214K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -9.0% | 2,137 | $212K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +3.8% | 2,130 | $212K |
| Royal Fund Management, LLC | 0.02% | Reduce -2.6% | 2,120 | $211K |
| Harbour Investments, Inc. | 0.01% | Add +1.5% | 2,116 | $210K |
| Mather Group, Llc. | 0.00% | Reduce -15.0% | 2,124 | $209K |
| NorthRock Partners, LLC | 0.01% | Reduce -9.3% | 2,100 | $209K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 2,100 | $208K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -62.0% | 2,067 | $206K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,056 | $204K |
| Capital Analysts, LLC | 0.01% | Reduce -5.6% | 1,937 | $193K |
| Global Trust Asset Management, LLC | 0.08% | No change | 1,905 | $189K |
| Horizons Wealth Management | 0.12% | No change | 1,865 | $184K |
| Avior Wealth Management, LLC | 0.01% | Add +4.1% | 1,759 | $175K |
| American Capital Advisory, LLC | 0.15% | Add +167.5% | 1,744 | $173K |
| Cynosure Group, LLC | 0.03% | Reduce -44.1% | 38,368 | $169K |
| CoreCap Advisors, LLC | 0.01% | New | 1,532 | $152K |
| Mascoma Wealth Management LLC | 0.04% | Reduce -18.2% | 1,352 | $134K |
| Pacific Capital Wealth Advisors, Inc. | 0.03% | Reduce -8.1% | 1,263 | $126K |
| First United Bank & Trust | 0.05% | Add +61.0% | 1,262 | $125K |
| Mercer Investments LLC | 0.20% | Reduce -50.0% | 1,244 | $124K |
| Matrix Trust Co | 0.03% | Add +5.2% | 1,187 | $118K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -11.6% | 1,128 | $112K |
| Barrett & Company, Inc. | 0.05% | No change | 1,101 | $109K |
| Legacy Bridge, LLC | 0.06% | No change | 1,030 | $102K |
| Wetzel Investment Advisors, Inc. | 0.06% | No change | 1,000 | $99K |
| Founders Financial Alliance, LLC | 0.03% | Add +4.2% | 972 | $97K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 970 | $96K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -7.7% | 954 | $95K |
| Fifth Third Bancorp | 0.00% | No change | 939 | $93K |
| Janiczek Wealth Management, LLC | 0.02% | No change | 884 | $88K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -1.3% | 832 | $83K |
| Laurel Wealth Advisors LLC | 0.01% | Add +14.3% | 800 | $80K |
| Howe & Rusling Inc. | 0.01% | Reduce -26.3% | 771 | $77K |
| Westside Investment Management, Inc. | 0.02% | No change | 737 | $73K |
| Fortitude Family Office, LLC | 0.05% | Reduce -65.6% | 695 | $69K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 673 | $68K |
| Lanark Financial, Inc. | 0.01% | Reduce -17.9% | 691 | $68K |
| Clarity Asset Management, Inc. | 0.05% | No change | 674 | $67K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 649 | $64K |
| NFSG Corp | 0.03% | New | 639 | $64K |
| Scarborough Advisors, LLC | 0.03% | Add +10.2% | 638 | $63K |
| Stone House Investment Management, LLC | 0.01% | No change | 540 | $54K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 520 | $52K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 515 | $51K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 514 | $51K |
| Plante Moran Financial Advisors, LLC | 0.01% | New | 513 | $51K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +11.6% | 502 | $50K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 500 | $50K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +81.6% | 445 | $44K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 420 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 405 | $40K |
| Palisade Asset Management, LLC | 0.00% | New | 353 | $35K |
| Arcadia Investment Management Corp. | 0.01% | No change | 345 | $34K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $33K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 328 | $33K |
| Assetmark, Inc. | 0.00% | Add +28.0% | 320 | $32K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 300 | $30K |
| ICA Group Wealth Management, LLC | 0.01% | Add +18.3% | 297 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 285 | $28K |
| Proffitt & Goodson Inc. | 0.00% | New | 270 | $27K |
| Parallel Advisors, LLC | 0.00% | Add +63.0% | 251 | $25K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 246 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Add +23.2% | 239 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -73.1% | 239 | $24K |
| Rise Advisors, LLC | 0.01% | No change | 232 | $23K |
| PrairieView Partners, LLC | 0.00% | Reduce -54.0% | 198 | $20K |
| M&R Capital Management Inc. | 0.00% | No change | 150 | $15K |
| Horrell Capital Management, Inc. | 0.00% | No change | 140 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 131 | $13K |
| Deutsche Bank AG | 0.00% | No change | 131 | $13K |
| Kelly Financial Services LLC | 0.00% | No change | 117 | $12K |
| Sound Income Strategies, LLC | 0.00% | Reduce -71.1% | 105 | $10K |
| Tucker Asset Management LLC | 0.00% | No change | 102 | $10K |
| North Star Investment Management Corp. | 0.00% | Reduce -60.5% | 100 | $10K |
| CNB Bank | 0.00% | New | 95 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 83 | $8K |
| Private Ocean, LLC | 0.00% | Add +56.9% | 80 | $8K |
| Pflug Koory, LLC | 0.00% | No change | 75 | $7K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 72 | $7K |
| Syntrinsic LLC | 0.00% | No change | 66 | $7K |
| Archer Investment Corp | 0.00% | No change | 59 | $6K |
| Orion Capital Management LLC | 0.00% | Reduce -26.0% | 57 | $6K |
| Colonial Trust Co / SC | 0.00% | No change | 55 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +7.5% | 43 | $4K |
| Main Street Group, LTD | 0.00% | No change | 43 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 40 | $4K |
| Motco | 0.00% | Reduce -39.7% | 38 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +14.3% | 32 | $3K |
| Arax Advisory Partners | 0.00% | Add +8.3% | 26 | $3K |
| Future Financial Wealth Managment LLC | 0.00% | New | 25 | $2K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -91.0% | 20 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 18 | $2K |
| Integrity Financial Corp | 0.00% | No change | 15 | $1K |
| Castleview Partners, LLC | 0.00% | No change | 13 | $1K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 10 | $1K |
| Gradient Investments LLC | 0.00% | Add +400.0% | 10 | $994 |
| Trust Co | 0.00% | New | 6 | $639 |
| WR Wealth Planners, LLC | 0.00% | New | 6 | $597 |
| Key Financial Inc | 0.00% | No change | 5 | $497 |
| Larson Financial Group LLC | 0.00% | Reduce -81.5% | 5 | $469 |
| Nemes Rush Group LLC | 0.00% | No change | 3 | $299 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -79.0% | 4 | $298 |
| Main Management LLC | 0.00% | No change | 3 | $0 |
"% of holder's portfolio" is STIP's weight in each manager's 13F, not the share of iShares 0-5 Year Tips Bond E the manager owns.