iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q3 2024 (September 30)571holders −4
42new positions
51sold out
2famous investors
$101.31avg. 13F price*
At the end of Q3 2024, 571 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, down 4 from Q2 2024. 42 opened new positions and 51 sold out. The largest holders were Betterment LLC ($392.0M), FMR LLC ($305.5M) and BlackRock, Inc. ($191.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $21.4M |
| Exits | 51 | $83.6M |
All 13F filers, Q2 2024 → Q3 2024: 2,550,774 shares bought and 3,769,694 shares sold, net −1,218,920 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 571 holders
| Betterment LLC | 0.94% | Add +14.7% | 3,869,140 | $392.0M |
| FMR LLC | 0.02% | Reduce -3.0% | 3,015,348 | $305.5M |
| BlackRock, Inc. | 0.00% | — | 1,886,923 | $191.2M |
| Modera Wealth Management, LLC | 2.34% | Add +5.9% | 1,811,595 | $183.6M |
| Ritholtz Wealth Management | 4.62% | Add +5.9% | 1,512,948 | $153.3M |
| LPL Financial LLC | 0.07% | Add +16.0% | 1,463,439 | $148.3M |
| Bank of America Corp. | 0.01% | Reduce -22.6% | 1,225,939 | $124.2M |
| Morgan Stanley | 0.01% | Reduce -7.2% | 1,145,082 | $116.0M |
| Modern Wealth Management, LLC | 6.54% | Add +1.3% | 1,051,464 | $106.5M |
| Partners Capital Investment Group, LLP | 1.55% | Add +6.5% | 958,807 | $97.1M |
| Wealthcare Advisory Partners LLC | 2.40% | Add +2.9% | 830,550 | $84.2M |
| O'shaughnessy Asset Management, LLC | 0.73% | Add +6.4% | 810,187 | $81.9M |
| Wealthcare Capital Management LLC | 7.40% | Add +0.7% | 728,132 | $73.8M |
| Destination Wealth Management | 2.23% | Add +3.2% | 710,445 | $72.0M |
| AlTi Global, Inc. | 1.69% | Reduce -4.0% | 692,259 | $70.1M |
| State Street Corp. | 0.00% | Reduce -3.3% | 673,376 | $68.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -12.2% | 650,860 | $66.0M |
| Envestnet Asset Management Inc. | 0.02% | Add +1.3% | 620,279 | $62.8M |
| Haverford Trust Co | 0.57% | Reduce -1.0% | 580,463 | $58.8M |
| Keating Investment Counselors Inc. | 15.88% | Add +0.1% | 524,896 | $53.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.3% | 512,440 | $51.9M |
| M. Kulyk & Associates, LLC | 10.39% | Add +2.4% | 509,737 | $51.6M |
| 3EDGE Asset Management, LP | 3.53% | Reduce -13.3% | 491,466 | $49.8M |
| Cerity Partners LLC | 0.11% | Add +2.9% | 482,404 | $48.7M |
| Tortoise Investment Management, LLC | 4.95% | Add +3.8% | 467,494 | $47.4M |
| Flputnam Investment Management Co. | 0.83% | Add +8.2% | 454,267 | $46.0M |
| Quotient Wealth Partners, LLC | 1.40% | Add +2.7% | 421,365 | $42.7M |
| Wells Fargo & Company | 0.01% | Reduce -8.9% | 409,866 | $41.5M |
| Summitry LLC | 1.84% | Add +1.5% | 378,706 | $38.4M |
| CENTRAL TRUST Co | 0.89% | Reduce -6.1% | 375,557 | $38.1M |
| Cetera Investment Advisers | 0.08% | Add +4.6% | 371,260 | $37.6M |
| Victory Capital Management Inc. | 0.04% | Add +57.1% | 370,019 | $37.5M |
| Sigma Investment Counselors Inc. | 2.14% | Add +1.2% | 360,782 | $36.6M |
| LVW Advisors, LLC | 4.60% | Add +8.4% | 354,325 | $35.9M |
| Renaissance Technologies | 0.05% | Reduce -2.9% | 330,500 | $33.5M |
| SCS Capital Management LLC | 0.63% | Reduce -5.3% | 306,472 | $31.1M |
| Pure Financial Advisors, LLC | 0.69% | Reduce -7.5% | 283,628 | $28.7M |
| Austin Asset Management Co Inc | 5.54% | Add +0.6% | 268,429 | $27.2M |
| Gould Asset Management LLC | 5.73% | Add +10.4% | 264,051 | $26.8M |
| Abacus Planning Group, Inc. | 4.76% | Add +8.0% | 262,984 | $26.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -3.7% | 249,965 | $25.3M |
| Kelman-Lazarov, Inc. | 4.29% | Add +3.3% | 246,099 | $24.9M |
| HighTower Advisors, LLC | 0.04% | Add +14.0% | 240,797 | $24.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -11.9% | 235,386 | $23.8M |
| UBS Group AG | 0.01% | Reduce -23.2% | 234,470 | $23.8M |
| Empowered Funds, LLC | 0.37% | Add +3.0% | 230,414 | $23.3M |
| Altfest L J & Co. Inc. | 3.02% | Reduce -1.8% | 223,719 | $22.7M |
| Rockland Trust Co. | 1.11% | Add +6.4% | 223,242 | $22.6M |
| Kestra Advisory Services, LLC | 0.12% | Reduce -8.2% | 219,115 | $22.2M |
| Greenline Partners, LLC | 3.15% | Add +1.7% | 217,248 | $22.0M |
| Wilshire Advisors LLC | 10.40% | Add +0.9% | 213,602 | $21.6M |
| Talon Private Wealth, LLC | 4.50% | — | 211,096 | $21.4M |
| Creative Planning | 0.02% | Reduce -7.4% | 210,307 | $21.3M |
| Royal Bank of Canada | 0.00% | Reduce -35.5% | 206,644 | $20.9M |
| Sensible Financial Planning & Management, LLC. | 4.04% | Add +1.5% | 202,099 | $20.5M |
| Integrated Wealth Concepts LLC | 0.25% | Add +99.6% | 199,270 | $20.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -6.6% | 190,364 | $19.3M |
| Parkside Advisors LLC | 4.52% | Add +6.5% | 187,884 | $19.0M |
| Brookstone Capital Management | 0.28% | Add +4176.7% | 185,739 | $18.8M |
| ProVise Management Group, LLC | 1.49% | Add +7.8% | 185,443 | $18.8M |
| Jeppson Wealth Management, LLC | 6.69% | Reduce -0.3% | 184,270 | $18.7M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +6.4% | 183,334 | $18.6M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +6.4% | 183,334 | $18.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.52% | Reduce -1.6% | 182,891 | $18.5M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.2% | 180,569 | $18.3M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -1.1% | 179,682 | $18.2M |
| Stordahl Capital Management, Inc. | 4.29% | Reduce -0.6% | 177,770 | $18.0M |
| Silver Oak Securities, Incorporated | 1.90% | Add +49.5% | 177,497 | $18.0M |
| New York Life Investment Management LLC | 0.17% | Reduce -35.5% | 173,380 | $17.6M |
| Corient Private Wealth LP | 0.03% | Reduce -3.2% | 170,077 | $17.2M |
| Portland Global Advisors LLC | 2.11% | Add +0.5% | 165,428 | $16.8M |
| Kwmg, LLC | 1.59% | Add +3.8% | 156,357 | $15.8M |
| Trilogy Capital Inc. | 0.77% | Add +3.2% | 151,208 | $15.3M |
| Stadion Money Management, LLC | 1.13% | Add +11.5% | 148,052 | $15.0M |
| Dogwood Wealth Management LLC | 8.52% | Reduce -1.1% | 146,247 | $14.8M |
| Ancora Advisors LLC | 0.34% | Add +7.5% | 145,967 | $14.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -13.8% | 143,418 | $14.5M |
| Financial Gravity Companies, Inc. | 3.84% | — | 141,694 | $14.4M |
| Family Firm, Inc. | 3.14% | Reduce -0.9% | 141,604 | $14.3M |
| Raymond James & Associates | 0.01% | Add +8.4% | 138,420 | $14.0M |
| Northland Capital Management LLC | 7.77% | Reduce -0.2% | 133,929 | $13.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -13.4% | 133,564 | $13.5M |
| Beacon Pointe Advisors, LLC | 0.16% | Reduce -1.6% | 132,711 | $13.4M |
| Prudential Financial Inc. | 0.02% | Add +3.6% | 132,523 | $13.4M |
| Stifel Financial Corp. | 0.01% | Reduce -3.6% | 132,472 | $13.4M |
| Galvin, Gaustad & Stein, LLC | 1.19% | Add +3.0% | 130,312 | $13.2M |
| Ethos Financial Group, LLC | 2.16% | Add +3.7% | 128,117 | $13.0M |
| Guggenheim Capital LLC | 0.09% | Add +5.6% | 126,744 | $12.8M |
| Burt Wealth Advisors | 3.01% | Add +1.8% | 120,934 | $12.3M |
| MML Investors Services, LLC | 0.04% | Add +23.3% | 120,463 | $12.2M |
| Municipal Employees' Retirement System of Michigan | 0.16% | Add +10.2% | 120,426 | $12.2M |
| AJ Advisors, LLC | 6.12% | Reduce -1.5% | 117,709 | $11.9M |
| Arkansas Financial Group, Inc. | 1.94% | Reduce -0.3% | 117,004 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -2.5% | 115,542 | $11.7M |
| Park Edge Advisors, LLC | 3.33% | Add +8.8% | 114,916 | $11.6M |
| American Money Management, LLC | 2.26% | Add +2.0% | 111,533 | $11.3M |
| Echo45 Advisors LLC | 7.22% | Add +3.1% | 109,732 | $11.1M |
| New Capital Management LP | 3.11% | Reduce -3.0% | 108,781 | $11.0M |
| IFG Advisory, LLC | 0.69% | Add +0.5% | 106,199 | $10.8M |
| Alesco Advisors, LLC, An ESL Co | 0.33% | Add +1.7% | 105,568 | $10.7M |
| Townsquare Capital LLC | 0.13% | Reduce -63.2% | 105,465 | $10.7M |
| Elm Partners Management LLC | 0.76% | Reduce -42.4% | 104,823 | $10.6M |
| BIP Wealth, LLC | 0.72% | Add +18.0% | 103,874 | $10.5M |
| Walker Financial Services, Inc. | 6.90% | Add +8.0% | 100,763 | $10.2M |
| Truist Financial Corp. | 0.02% | Add +45.4% | 99,597 | $10.1M |
| Courier Capital LLC | 0.68% | Reduce -3.3% | 98,542 | $10.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.2% | 90,570 | $9.2M |
| Drake & Associates, LLC | 2.94% | Add +2.9% | 89,983 | $9.1M |
| Exencial Wealth Advisors, LLC | 0.32% | Reduce -1.7% | 87,869 | $8.9M |
| Valmark Advisers, Inc. | 0.14% | Reduce -3.5% | 85,664 | $8.7M |
| Elevate Wealth Advisory, Inc. | 5.67% | Add +3.4% | 75,429 | $7.6M |
| NBT Bank, N.A. | 0.51% | Reduce -1.0% | 75,358 | $7.6M |
| Sterling Investment Advisors LLC | 4.01% | Add +5.2% | 70,383 | $7.1M |
| Bleakley Financial Group, LLC | 0.21% | Reduce -9.2% | 67,486 | $6.8M |
| First Horizon Advisors, Inc. | 0.19% | Reduce -3.3% | 66,072 | $6.7M |
| First Trust Bank, Ltd. | 18.73% | No change | 65,390 | $6.6M |
| Columbus Macro, LLC | 2.40% | Reduce -5.8% | 65,199 | $6.6M |
| Blair William & Co. | 0.02% | Add +1.1% | 64,918 | $6.6M |
| Integris Wealth Management, LLC | 1.65% | Reduce -5.1% | 58,215 | $5.9M |
| NorthCrest Asset Manangement, LLC | 0.18% | Add +1.4% | 58,069 | $5.9M |
| Perigon Wealth Management, LLC | 0.16% | Add +25.3% | 58,028 | $5.9M |
| Leavell Investment Management, Inc. | 0.29% | Add +17.5% | 57,930 | $5.9M |
| City State Bank | 2.13% | Add +1.7% | 57,773 | $5.9M |
| Signet Financial Management, LLC | 0.73% | Reduce -3.7% | 56,766 | $5.8M |
| Hillcrest Wealth Advisors - NY, LLC | 2.84% | Reduce -10.0% | 56,075 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Add +0.9% | 55,959 | $5.7M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -4.8% | 54,727 | $5.5M |
| Lutz Financial Services LLC | 0.44% | Add +29.2% | 54,087 | $5.5M |
| Equita Financial Network, Inc. | 1.98% | Add +10.8% | 53,570 | $5.4M |
| Performance Wealth Partners, LLC | 0.19% | Add +0.1% | 53,379 | $5.4M |
| Pure Portfolios Holdings LLC | 2.03% | — | 52,951 | $5.4M |
| Trivant Custom Portfolio Group, LLC | 3.05% | Add +6.5% | 52,188 | $5.3M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +7.8% | 50,340 | $5.1M |
| Arcataur Capital Management LLC | 1.62% | Reduce -1.9% | 47,394 | $4.8M |
| Buck Wealth Strategies, LLC | 1.50% | Reduce -7.6% | 47,079 | $4.8M |
| Altiora Financial Group, LLC | 1.04% | Add +1.3% | 46,378 | $4.7M |
| Mackenzie Financial Corp. | 0.01% | Add +13.2% | 46,200 | $4.7M |
| Pinnacle Financial Partners Inc | 0.09% | Reduce -4.6% | 46,081 | $4.7M |
| Kure Advisory, LLC | 4.16% | Add +1.7% | 45,841 | $4.6M |
| Alhambra Investment Management LLC | 2.37% | Add +25.1% | 45,007 | $4.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.5% | 43,627 | $4.4M |
| Ameritas Advisory Services, LLC | 0.19% | Reduce -14.8% | 42,971 | $4.4M |
| New Potomac Partners, LLC | 2.20% | Add +0.1% | 42,334 | $4.3M |
| Faithward Advisors, LLC | 0.73% | Add +6.3% | 41,582 | $4.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -12.6% | 41,500 | $4.2M |
| Flow Traders U.S. LLC | 0.21% | Reduce -53.1% | 41,330 | $4.2M |
| Cable Hill Partners, LLC | 0.39% | Reduce -76.9% | 39,259 | $4.0M |
| Cibc World Market Inc. | 0.01% | No change | 39,010 | $4.0M |
| Friedenthal Financial | 2.30% | Add +1.9% | 38,791 | $3.9M |
| Aptus Capital Advisors, LLC | 0.06% | Add +4.1% | 38,667 | $3.9M |
| NewEdge Advisors, LLC | 0.03% | Add +227.6% | 38,283 | $3.9M |
| Evexia Wealth LLC | 1.37% | Add +15.3% | 38,304 | $3.9M |
| RDA Financial Network | 1.19% | Add +1.3% | 37,740 | $3.8M |
| Soltis Investment Advisors LLC | 0.37% | Reduce -2.2% | 36,916 | $3.7M |
| Equitable Holdings, Inc. | 0.04% | Reduce -29.2% | 35,884 | $3.6M |
| AE Wealth Management LLC | 0.03% | Add +5.6% | 35,660 | $3.6M |
| Cascade Financial Partners, LLC | 0.44% | Add +1.9% | 34,835 | $3.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -3.1% | 34,637 | $3.5M |
| Retireful, LLC | 2.57% | Reduce -0.2% | 34,322 | $3.5M |
| Jane Street Group, LLC | 0.01% | Reduce -25.9% | 34,128 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -2.1% | 33,974 | $3.4M |
| Slow Capital, Inc. | 0.52% | Add +2.5% | 33,629 | $3.4M |
| Atria Investments, Inc | 0.04% | Reduce -2.1% | 32,548 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Reduce -1.1% | 32,693 | $3.3M |
| Lake Hills Wealth Management, LLC | 2.20% | Reduce -0.1% | 32,509 | $3.3M |
| Home Federal Bank of Tennessee | 0.94% | Reduce -0.3% | 32,334 | $3.3M |
| CFS Investment Advisory Services, LLC | 0.28% | Reduce -0.3% | 32,321 | $3.3M |
| HBW Advisory Services LLC | 0.48% | Reduce -4.0% | 32,189 | $3.3M |
| Treynor Bancshares, Inc. | 3.31% | Add +7.6% | 31,919 | $3.2M |
| Mariner, LLC | 0.01% | Add +0.2% | 31,526 | $3.2M |
| Passive Capital Management, LLC. | 1.11% | Add +64.7% | 31,447 | $3.2M |
| Sigma Planning Corp | 0.10% | Reduce -11.8% | 30,758 | $3.1M |
| CHB Investment Group, LLC | 1.65% | — | 30,632 | $3.1M |
| CreativeOne Wealth, LLC | 0.10% | Add +16.1% | 30,443 | $3.1M |
| Chesapeake Capital Corp. | 2.79% | Add +27.9% | 30,299 | $3.1M |
| Tidal Investments LLC | 0.03% | Add +27.9% | 30,299 | $3.1M |
| Choreo, LLC | 0.04% | Add +0.0% | 29,825 | $3.0M |
| Tower Wealth Partners, Inc. | 1.75% | Reduce -1.5% | 29,659 | $3.0M |
| Martin Capital Partners, LLC | 1.48% | Reduce -16.6% | 29,553 | $3.0M |
| Physician Wealth Advisors, Inc. | 0.54% | Add +0.5% | 29,597 | $3.0M |
| BTG Pactual Asset Management US LLC | 0.43% | Add +56.2% | 30,448 | $3.0M |
| Madden Advisory Services, Inc. | 1.36% | Add +1.2% | 29,221 | $3.0M |
| Focus Partners Wealth | 0.01% | Add +344.8% | 28,745 | $2.9M |
| Strategic Wealth Investment Group, LLC | 0.31% | Reduce -86.7% | 28,541 | $2.9M |
| Phillips Financial Management, LLC | 0.22% | Reduce -15.8% | 28,280 | $2.9M |
| Centaurus Financial, Inc. | 0.18% | Reduce -2.1% | 28,090 | $2.8M |
| Nations Financial Group Inc, /Ia/ | 0.20% | Add +29.2% | 27,881 | $2.8M |
| Quadcap Wealth Management, LLC | 0.44% | Add +226.5% | 27,772 | $2.8M |
| Mgo One Seven LLC | 0.12% | Reduce -36.5% | 27,064 | $2.7M |
| James Investment Research, Inc. | 0.31% | Reduce -1.8% | 26,600 | $2.7M |
| Wbi Investments, LLC | 0.64% | Add +938.6% | 26,309 | $2.7M |
| Fortis Advisors, LLC | 1.63% | Add +0.7% | 24,866 | $2.5M |
| Alpha Omega Wealth Management LLC | 0.46% | Reduce -3.8% | 24,780 | $2.5M |
| Heck Capital Advisors, LLC | 0.29% | Reduce -1.3% | 24,714 | $2.5M |
| Fifth Third Securities, Inc. | 0.24% | Reduce -10.9% | 24,682 | $2.5M |
| Breakwater Capital Group | 0.50% | Add +7.2% | 24,407 | $2.5M |
| Peak Financial Management, Inc. | 0.71% | Add +0.0% | 24,013 | $2.4M |
| Stone Summit Wealth LLC | 0.78% | Add +8.2% | 23,855 | $2.4M |
| USAdvisors Wealth Management, LLC | 0.83% | Reduce -2.5% | 23,369 | $2.4M |
| Pinnacle Wealth Management Group, Inc. | 1.48% | Reduce -72.8% | 23,148 | $2.3M |
| Belpointe Asset Management LLC | 0.14% | Add +105.2% | 23,120 | $2.3M |
| Maltin Wealth Management, Inc. | 1.11% | Add +4.8% | 22,555 | $2.3M |
| Beckerman Institutional, LLC | 1.92% | — | 22,527 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -19.7% | 22,388 | $2.3M |
| Greenleaf Trust | 0.02% | Reduce -5.8% | 22,256 | $2.3M |
| Gladstone Institutional Advisory LLC | 0.11% | New | 22,184 | $2.2M |
| Cambridge Associates LLC /Ma/ | 0.08% | No change | 21,910 | $2.2M |
| Fairview Capital Investment Management, LLC | 0.12% | Reduce -1.8% | 21,396 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.7% | 21,152 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.7% | 20,970 | $2.1M |
| Hudson Portfolio Management LLC | 2.06% | — | 20,700 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +78.3% | 20,647 | $2.1M |
| Lazari Capital Management, Inc. | 0.89% | Add +3.7% | 20,572 | $2.1M |
| LifeGuide Financial Advisors, LLC | 0.89% | Add +3.6% | 20,545 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -3.4% | 20,278 | $2.1M |
| Evoke Wealth, LLC | 0.05% | New | 19,859 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -21.3% | 19,417 | $2.0M |
| Bell Investment Advisors, Inc | 0.36% | Reduce -1.8% | 19,387 | $2.0M |
| Sharper & Granite LLC | 0.87% | Reduce -2.4% | 19,145 | $1.9M |
| Brooklyn FI, LLC | 0.67% | Add +6.2% | 18,839 | $1.9M |
| Canandaigua National Bank & Trust Co. | 0.18% | New | 18,292 | $1.9M |
| Cwm, LLC | 0.01% | Reduce -15.2% | 18,012 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +0.4% | 17,900 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -47.4% | 17,031 | $1.7M |
| Investment Partners Asset Management, Inc. | 1.39% | Add +3.0% | 16,756 | $1.7M |
| Prairie Wealth Advisors, Inc. | 0.84% | Reduce -6.5% | 16,680 | $1.7M |
| One Wealth Map LLC | 0.99% | Add +6.5% | 16,565 | $1.7M |
| Forefront Analytics, LLC | 0.78% | Reduce -25.6% | 16,389 | $1.7M |
| Creative Financial Designs Inc. | 0.14% | Add +4.1% | 16,363 | $1.7M |
| Independent Wealth Network Inc. | 0.73% | Add +5.7% | 16,279 | $1.6M |
| Portside Wealth Group, LLC | 0.28% | Reduce -11.1% | 16,255 | $1.6M |
| Roundview Capital LLC | 0.12% | Add +0.3% | 16,137 | $1.6M |
| Westover Capital Advisors, LLC | 0.31% | Reduce -77.8% | 16,114 | $1.6M |
| IHT Wealth Management, LLC | 0.05% | Add +79.3% | 15,932 | $1.6M |
| Chicago Partners Investment Group LLC | 0.06% | Add +0.5% | 15,497 | $1.6M |
| Brown Wealth Management, LLC | 0.56% | Add +9.4% | 15,411 | $1.6M |
| Successful Portfolios LLC | 1.05% | Reduce -5.5% | 15,373 | $1.6M |
| Fermata Advisors, LLC | 0.32% | Reduce -5.3% | 15,313 | $1.6M |
| Capasso Planning Partners LLC | 0.45% | Add +0.9% | 15,127 | $1.5M |
| DMC Group, LLC | 1.23% | Add +1.9% | 15,000 | $1.5M |
| Fairway Wealth LLC | 0.77% | Add +0.6% | 14,984 | $1.5M |
| Heritage Investment Group, Inc. | 0.29% | Add +5.2% | 14,807 | $1.5M |
| Carr Financial Group Corp | 0.42% | Add +0.6% | 13,941 | $1.4M |
| VERITY Wealth Advisors | 0.99% | No change | 13,841 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | Add +1.1% | 13,813 | $1.4M |
| Financial Advocates Investment Management | 0.08% | Reduce -0.1% | 13,767 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.41% | Add +3.2% | 13,561 | $1.4M |
| Curbstone Financial Management Corp | 0.29% | Reduce -3.9% | 13,550 | $1.4M |
| Country Club Bank | 0.09% | Reduce -6.4% | 13,328 | $1.4M |
| First PREMIER Bank | 0.33% | Add +4.2% | 13,145 | $1.3M |
| Global Retirement Partners, LLC | 0.04% | Reduce -15.2% | 12,989 | $1.3M |
| Virtus Family Office LLC | 1.71% | Reduce -0.8% | 12,765 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.43% | Reduce -1.8% | 12,751 | $1.3M |
| Tidemark, LLC | 0.53% | Add +0.0% | 12,710 | $1.3M |
| Corepath Wealth Partners LLC | 1.25% | Reduce -6.5% | 12,733 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +312.1% | 12,628 | $1.3M |
| Savant Capital, LLC | 0.01% | Reduce -16.1% | 12,304 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.33% | Reduce -15.2% | 12,225 | $1.2M |
| Cresset Asset Management, LLC | 0.00% | New | 12,212 | $1.2M |
| VanderPol Investments L.L.C. | 2.75% | Add +212.2% | 12,190 | $1.2M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -2.3% | 12,133 | $1.2M |
| Aquire Wealth Advisors, LLC | 0.38% | Add +1.0% | 12,069 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +121.4% | 11,936 | $1.2M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -7.1% | 11,829 | $1.2M |
| Chesley Taft & Associates LLC | 0.06% | Add +0.1% | 11,657 | $1.2M |
| WASHINGTON TRUST Co | 0.04% | Reduce -33.6% | 11,581 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | New | 11,554 | $1.2M |
| 49 Wealth Management, LLC | 0.19% | Reduce -40.6% | 11,537 | $1.2M |
| Gilliland Jeter Wealth Management LLC | 0.37% | Reduce -8.1% | 11,240 | $1.1M |
| Engineers Gate Manager LP | 0.02% | New | 11,231 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -3.7% | 11,166 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.17% | New | 11,044 | $1.1M |
| Hanseatic Management Services Inc. | 1.58% | New | 10,965 | $1.1M |
| Princeton Global Asset Management LLC | 0.21% | Reduce -6.7% | 10,765 | $1.1M |
| Nwam LLC | 0.07% | New | 10,687 | $1.1M |
| Breakwater Investment Management | 0.45% | Add +0.1% | 10,588 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -6.1% | 10,403 | $1.1M |
| Edgestream Partners, L.P. | 0.05% | New | 10,369 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -49.5% | 10,220 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -23.2% | 10,083 | $1.0M |
| GTS Securities LLC | 0.02% | New | 9,977 | $1.0M |
| Composition Wealth, LLC | 0.02% | Reduce -95.7% | 9,960 | $1.0M |
| Latitude Advisors, LLC | 0.56% | Add +2.8% | 9,686 | $981K |
| Cape Investment Advisory, Inc. | 0.39% | Reduce -11.7% | 9,616 | $974K |
| Joseph P. Lucia & Associates, LLC | 0.45% | Reduce -18.3% | 9,610 | $974K |
| Gibbs Wealth Management | 0.31% | Reduce -8.4% | 9,408 | $953K |
| L. Roy Papp & Associates, LLP | 0.12% | No change | 9,400 | $952K |
| Snowden Capital Advisors LLC | 0.03% | Add +0.4% | 9,367 | $949K |
| Amara Financial, Llc. | 0.89% | — | 9,188 | $931K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -34.7% | 9,133 | $925K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -53.1% | 9,122 | $924K |
| Northwest Wealth Management, LLC | 0.22% | Reduce -16.7% | 9,111 | $923K |
| Wallace Advisory Group, LLC | 0.66% | Reduce -1.1% | 9,107 | $906K |
| Selective Wealth Management, Inc. | 0.37% | Add +0.0% | 8,913 | $899K |
| J.W. Cole Advisors, Inc. | 0.04% | Add +4.8% | 8,823 | $894K |
| Private Wealth Management Group, LLC | 0.35% | Add +0.4% | 8,661 | $878K |
| Tritonpoint Wealth, LLC | 0.08% | Reduce -8.5% | 8,632 | $875K |
| Arbor Investment Advisors, LLC | 0.12% | Reduce -2.6% | 8,594 | $871K |
| Ignite Planners, LLC | 0.20% | Reduce -44.3% | 8,509 | $862K |
| Focus Financial Network, Inc. | 0.03% | Reduce -30.7% | 8,087 | $819K |
| Canandaigua National Trust Co of Florida | 0.70% | — | 8,078 | $818K |
| Archvest Wealth Advisors, Inc. | 0.52% | Reduce -20.2% | 8,009 | $811K |
| Continuum Wealth Advisors, LLC | 0.43% | Reduce -1.7% | 8,002 | $811K |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -15.0% | 7,945 | $804K |
| United Asset Strategies, Inc. | 0.07% | Reduce -0.5% | 7,895 | $800K |
| LaSalle St. Investment Advisors, LLC | 0.31% | New | 7,797 | $790K |
| 360 Financial, Inc. | 0.29% | No change | 7,700 | $780K |
| BWM Planning, LLC | 0.35% | — | 7,685 | $779K |
| &partners | 0.01% | Reduce -11.8% | 7,661 | $776K |
| Spire Wealth Management | 0.03% | Reduce -7.2% | 7,646 | $775K |
| Synovus Financial Corp. | 0.01% | Reduce -16.9% | 7,579 | $768K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.30% | Reduce -5.0% | 7,426 | $752K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -42.0% | 7,342 | $744K |
| Signal Advisors Wealth, LLC | 0.11% | New | 7,280 | $738K |
| Strategic Blueprint, LLC | 0.05% | Add +18.7% | 7,256 | $735K |
| Waverly Advisors, LLC | 0.01% | No change | 7,115 | $721K |
| Allworth Financial LP | 0.00% | Add +0.1% | 7,058 | $715K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 7,014 | $711K |
| Comerica Bank | 0.00% | Reduce -19.9% | 6,979 | $707K |
| Acorn Financial Advisory Services Inc. | 0.12% | Reduce -0.0% | 6,948 | $704K |
| Millennium Management | 0.00% | New | 6,884 | $697K |
| Middleton & Co. Inc. | 0.08% | No change | 6,841 | $693K |
| Lodestar Private Asset Management LLC | 0.09% | Reduce -6.4% | 6,759 | $685K |
| Disciplined Investments, LLC | 0.34% | Reduce -29.0% | 6,753 | $684K |
| Robinswood Financial LLC | 0.25% | Add +3.8% | 6,615 | $670K |
| Topel & Distasi Wealth Management, LLC | 0.27% | No change | 6,453 | $654K |
| Advisory Services Network, LLC | 0.01% | No change | 6,564 | $653K |
| Obermeyer Wealth Partners | 0.03% | Reduce -7.4% | 6,441 | $653K |
| RHS Financial, LLC | 0.33% | Reduce -25.8% | 6,382 | $647K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -96.0% | 6,381 | $647K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -18.0% | 6,334 | $642K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -26.8% | 6,189 | $627K |
| Integrated Advisors Network LLC | 0.03% | No change | 6,171 | $625K |
| Lee Financial Co | 0.09% | Reduce -49.2% | 6,170 | $625K |
| Private Trust Co. NA | 0.06% | Reduce -12.2% | 6,127 | $621K |
| Walter & Keenan Wealth Management LLC /in/ | 0.19% | Reduce -0.3% | 6,107 | $619K |
| North Ridge Wealth Advisors, Inc. | 0.42% | Reduce -0.7% | 6,070 | $615K |
| Continuum Advisory, LLC | 0.08% | Add +23.0% | 5,995 | $603K |
| Roberts Glore & Co. Inc. | 0.17% | Add +116.1% | 5,932 | $601K |
| Wealthspan Partners, LLC | 0.29% | Add +0.0% | 5,824 | $590K |
| Ted Buchan & Co | 0.27% | Reduce -25.5% | 5,639 | $571K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -62.6% | 5,653 | $570K |
| PBMares Wealth Management LLC | 0.12% | Reduce -3.6% | 5,620 | $569K |
| Hilltop Holdings Inc. | 0.04% | Reduce -78.1% | 5,594 | $567K |
| Virtue Capital Management, LLC | 0.11% | Add +20.8% | 5,538 | $561K |
| RFP Financial Group LLC | 0.18% | Reduce -1.5% | 5,503 | $558K |
| Cardiff Park Advisors, LLC | 0.05% | Reduce -4.6% | 5,480 | $555K |
| Savvy Advisors, Inc. | 0.11% | Reduce -2.0% | 5,417 | $549K |
| Empirical Asset Management, LLC | 0.19% | Reduce -31.0% | 5,380 | $545K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.6% | 5,359 | $543K |
| Lodestone Wealth Management LLC | 0.26% | Reduce -1.2% | 5,224 | $529K |
| Summit Financial, LLC | 0.02% | New | 5,175 | $524K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -9.3% | 5,058 | $512K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.9% | 5,050 | $512K |
| LaFleur & Godfrey LLC | 0.07% | Add +1.9% | 5,033 | $510K |
| Grand Wealth Management, LLC | 0.29% | Reduce -0.3% | 5,017 | $508K |
| LongView Wealth Management | 0.16% | Add +138.2% | 5,003 | $507K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.6% | 4,990 | $506K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 4,986 | $505K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -94.2% | 4,900 | $496K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -1.3% | 4,884 | $495K |
| Clear Investment Research, LLC | 0.64% | Reduce -34.4% | 4,856 | $492K |
| FC Advisory LLC | 0.16% | Add +7.2% | 4,781 | $484K |
| Two Sigma Securities, LLC | 0.04% | Add +63.8% | 4,748 | $481K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -52.2% | 4,763 | $481K |
| LWM Advisory Services, LLC | 0.35% | Reduce -2.5% | 4,642 | $470K |
| Financial Network Wealth Advisors LLC | 0.38% | Reduce -16.3% | 4,541 | $460K |
| Cambridge Capital Management, LLC | 0.30% | Add +33.6% | 4,466 | $452K |
| Secured Retirement Advisors, LLC | 0.33% | Reduce -8.8% | 4,465 | $452K |
| Prairiewood Capital, LLC | 0.18% | Reduce -0.7% | 4,291 | $435K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -1.3% | 4,280 | $434K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -12.9% | 4,250 | $431K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -13.0% | 4,229 | $429K |
| Heritage Family Offices, LLP | 0.22% | No change | 4,190 | $425K |
| Geneos Wealth Management Inc. | 0.02% | Add +62.7% | 4,096 | $415K |
| Independent Financial Group, LLC | 0.02% | Reduce -20.6% | 4,091 | $415K |
| ORG Partners LLC | 0.07% | Add +7.1% | 4,087 | $414K |
| World Investment Advisors | 0.01% | Reduce -42.8% | 4,077 | $413K |
| TCFG Wealth Management, LLC | 0.21% | — | 4,071 | $412K |
| Kovack Advisors, Inc. | 0.04% | Reduce -26.9% | 4,040 | $409K |
| MADDEN SECURITIES Corp | 0.18% | Add +1.1% | 4,030 | $408K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.19% | Reduce -5.7% | 4,008 | $406K |
| Eagle Bay Advisors LLC | 0.16% | No change | 4,000 | $405K |
| TSA Wealth Managment LLC | 0.16% | Reduce -38.7% | 3,990 | $404K |
| Delta Investment Management, LLC | 0.08% | Reduce -0.4% | 3,982 | $403K |
| TAGStone Capital, Inc. | 0.21% | Add +15.7% | 3,981 | $403K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -15.8% | 3,957 | $399K |
| Florida Financial Advisors, LLC | 0.21% | Reduce -50.5% | 3,927 | $398K |
| Wedbush Securities Inc. | 0.01% | No change | 3,847 | $390K |
| Eagle Capital Management, LLC | 0.16% | No change | 3,812 | $386K |
| Toth Financial Advisory Corp. | 0.05% | Reduce -0.5% | 3,785 | $383K |
| Napatree Capital LLC | 0.27% | No change | 3,785 | $383K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 3,756 | $381K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.5% | 3,704 | $375K |
| ARK & TLK Investments, LLC | 0.13% | Reduce -26.1% | 3,614 | $366K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | No change | 3,598 | $365K |
| Scotia Capital Inc. | 0.00% | Reduce -13.1% | 3,579 | $363K |
| DDD Partners, LLC | 0.04% | Add +22.0% | 3,570 | $362K |
| Verdence Capital Advisors LLC | 0.03% | No change | 3,539 | $359K |
| CGN Advisors LLC | 0.04% | Add +18.3% | 3,521 | $357K |
| Core Wealth Partners LLC | 0.21% | No change | 3,468 | $351K |
| Sovereign Financial Group, Inc. | 0.08% | Reduce -19.0% | 3,425 | $347K |
| Atwater Malick LLC | 0.11% | No change | 3,374 | $342K |
| Trustmark Bank Trust Department | 0.03% | Reduce -16.6% | 3,349 | $339K |
| Trademark Financial Management, LLC | 0.26% | New | 3,295 | $334K |
| Park Avenue Securities LLC | 0.00% | Reduce -45.4% | 3,243 | $329K |
| Good Life Advisors, LLC | 0.02% | New | 3,242 | $329K |
| Market Street Wealth Management Advisors LLC | 0.05% | Add +12.7% | 3,232 | $327K |
| Prism Advisors, Inc. | 0.09% | Add +3.6% | 3,231 | $327K |
| Lido Advisors, LLC | 0.00% | Reduce -2.0% | 3,226 | $327K |
| Norden Group LLC | 0.04% | Add +46.0% | 3,210 | $325K |
| M&T Bank Corp | 0.00% | No change | 3,204 | $325K |
| Morton Community Bank | 0.08% | No change | 3,200 | $324K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $324K |
| Axiom Advisory, LLC | 0.00% | Add +2.2% | 3,200 | $323K |
| Thrive Capital Management, LLC | 0.15% | Reduce -12.8% | 3,101 | $314K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,092 | $311K |
| Retirement Capital Strategies | 0.12% | No change | 3,066 | $311K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -0.8% | 3,048 | $309K |
| Echo Wealth Management, LLC | 0.21% | Reduce -24.4% | 3,025 | $305K |
| Prospera Financial Services Inc | 0.01% | Reduce -51.9% | 3,003 | $304K |
| Beaird Harris Wealth Management, LLC | 0.03% | Add +3.1% | 3,002 | $304K |
| Bank of Montreal | 0.00% | Reduce -0.2% | 2,932 | $297K |
| SWP Financial LLC | 0.18% | Reduce -31.3% | 2,916 | $295K |
| Ascentis Independent Advisors | 0.05% | Reduce -1.0% | 2,869 | $291K |
| PFG Investments, LLC | 0.02% | New | 2,832 | $287K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -32.2% | 2,829 | $287K |
| JGP Wealth Management, LLC | 0.04% | Add +20.8% | 2,825 | $286K |
| Arkadios Wealth Advisors | 0.02% | Reduce -2.9% | 2,824 | $286K |
| Satovsky Asset Management LLC | 0.06% | Add +1.1% | 2,773 | $281K |
| Tradewinds Capital Management, LLC | 0.07% | No change | 2,735 | $277K |
| Smith & Howard Wealth Management, LLC | 0.08% | Reduce -11.9% | 2,734 | $277K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -19.4% | 2,734 | $277K |
| US Bancorp \de | 0.00% | Add +0.6% | 2,730 | $277K |
| FDx Advisors, Inc. | 0.07% | Reduce -3.0% | 2,692 | $273K |
| IFP Advisors, Inc | 0.01% | Add +214.1% | 2,673 | $271K |
| Executive Wealth Management, LLC | 0.02% | New | 2,649 | $268K |
| Farther Finance Advisors, LLC | 0.01% | Add +135.5% | 2,633 | $267K |
| J. W. Coons Advisors, LLC | 0.05% | Reduce -7.6% | 2,630 | $266K |
| Principal Securities, Inc. | 0.01% | Reduce -14.9% | 2,611 | $265K |
| Western Wealth Management, LLC | 0.02% | Reduce -40.6% | 2,609 | $264K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,580 | $261K |
| Northwest Capital Management Inc | 0.09% | No change | 2,567 | $260K |
| Keystone Wealth Services, LLC | 0.07% | Reduce -28.4% | 2,530 | $256K |
| Liberty Capital Management, Inc. | 0.06% | New | 2,519 | $255K |
| Tilson Financial Group, Inc. | 0.11% | Add +3.4% | 2,502 | $254K |
| Vertex Planning Partners, LLC | 0.06% | Reduce -8.0% | 2,506 | $254K |
| Tyche Wealth Partners LLC | 0.06% | Reduce -11.5% | 2,502 | $254K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $251K |
| Accurate Wealth Management, LLC | 0.05% | No change | 2,413 | $244K |
| Greenspring Advisors, LLC | 0.05% | No change | 2,285 | $232K |
| Evanson Asset Management, LLC | 0.02% | Add +9.0% | 2,241 | $227K |
| FreeGulliver LLC | 0.13% | New | 2,212 | $224K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.6% | 2,182 | $221K |
| Journey Strategic Wealth LLC | 0.01% | Add +4.6% | 2,166 | $220K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.1% | 2,164 | $219K |
| Fifth Third Bancorp | 0.00% | Add +137.7% | 2,163 | $219K |
| WNY Asset Management, LLC | 0.03% | Reduce -19.2% | 2,140 | $217K |
| Redwood Financial Network Corp | 0.17% | New | 2,109 | $214K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -30.0% | 2,083 | $211K |
| Aprio Wealth Management, LLC | 0.03% | No change | 2,057 | $208K |
| Stephens Group Asset Management, LLC | 0.02% | New | 2,051 | $208K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +118.0% | 2,051 | $208K |
| Fiduciary Trust Co | 0.00% | Reduce -0.9% | 2,030 | $206K |
| W.H. Cornerstone Investments Inc. | 0.14% | New | 2,027 | $205K |
| CWA Asset Management Group, LLC | 0.01% | — | 2,009 | $204K |
| WBH Advisory Inc. | 0.02% | New | 2,000 | $203K |
| Five Oceans Advisors | 0.10% | New | 1,980 | $201K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,975 | $200K |
| Avior Wealth Management, LLC | 0.01% | Add +1.0% | 1,762 | $179K |
| Peterson Financial Group, Inc. | 0.68% | New | 1,745 | $177K |
| Global Trust Asset Management, LLC | 0.06% | No change | 1,700 | $172K |
| Harbour Investments, Inc. | 0.01% | Add +8.4% | 1,664 | $169K |
| First United Bank & Trust | 0.06% | Reduce -3.3% | 1,606 | $163K |
| Horizons Wealth Management | 0.13% | Reduce -14.3% | 1,599 | $162K |
| AdvisorNet Financial, Inc | 0.01% | Add +28.6% | 1,488 | $151K |
| Atwood & Palmer Inc. | 0.01% | Reduce -4.6% | 1,475 | $149K |
| NorthRock Partners, LLC | 0.00% | Reduce -22.9% | 1,155 | $117K |
| CoreCap Advisors, LLC | 0.01% | Reduce -26.3% | 1,129 | $114K |
| Morton Brown Family Wealth, LLC | 0.04% | Reduce -34.4% | 1,104 | $112K |
| BNP Paribas Financial Markets | 0.00% | Reduce -93.5% | 1,103 | $112K |
| Barrett & Company, Inc. | 0.05% | No change | 1,101 | $112K |
| Mascoma Wealth Management LLC | 0.03% | No change | 1,066 | $108K |
| Legacy Bridge, LLC | 0.06% | No change | 1,030 | $104K |
| Matrix Trust Co | 0.02% | Reduce -17.4% | 1,022 | $104K |
| TD Capital Management LLC | 0.01% | Reduce -72.8% | 1,010 | $102K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.5% | 984 | $100K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -21.8% | 984 | $100K |
| Chesapeake Asset Management LLC | 0.08% | No change | 921 | $93K |
| Capital Analysts, LLC | 0.00% | Reduce -7.3% | 829 | $84K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 800 | $81K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -54.7% | 788 | $80K |
| Kings Path Partners LLC | 0.03% | Reduce -9.0% | 762 | $77K |
| Westside Investment Management, Inc. | 0.02% | No change | 737 | $75K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -4.0% | 696 | $71K |
| Clarity Asset Management, Inc. | 0.05% | Add +0.7% | 688 | $70K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 670 | $68K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.3% | 671 | $68K |
| GeoWealth Management, LLC | 0.00% | New | 663 | $67K |
| American Capital Advisory, LLC | 0.04% | No change | 652 | $66K |
| NFSG Corp | 0.02% | No change | 639 | $65K |
| Ridgewood Investments LLC | 0.03% | Add +77.8% | 615 | $62K |
| Deane Retirement Strategies, Inc. | 0.03% | Add +12.4% | 608 | $62K |
| WFA of San Diego, LLC | 0.04% | Add +10.6% | 520 | $53K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 515 | $52K |
| Stone House Investment Management, LLC | 0.01% | Add +1.2% | 508 | $51K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 500 | $51K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 471 | $48K |
| Mather Group, Llc. | 0.00% | Reduce -85.7% | 471 | $48K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -56.3% | 467 | $47K |
| AllSquare Wealth Management LLC | 0.02% | No change | 405 | $41K |
| Arcadia Investment Management Corp. | 0.01% | No change | 345 | $35K |
| Lanark Financial, Inc. | 0.00% | Reduce -47.4% | 339 | $34K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -6.0% | 332 | $34K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $33K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 328 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 310 | $31K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 300 | $30K |
| Proffitt & Goodson Inc. | 0.00% | No change | 270 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 246 | $25K |
| PrairieView Partners, LLC | 0.00% | Add +6.1% | 244 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 215 | $22K |
| Sunbelt Securities, Inc. | 0.00% | No change | 194 | $20K |
| Blue Trust, Inc. | 0.00% | New | 182 | $18K |
| Larson Financial Group LLC | 0.00% | Reduce -36.7% | 171 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.6% | 164 | $17K |
| North Star Investment Management Corp. | 0.00% | Add +57.0% | 157 | $16K |
| Parallel Advisors, LLC | 0.00% | Reduce -35.3% | 154 | $16K |
| M&R Capital Management Inc. | 0.00% | No change | 150 | $15K |
| Mfa Wealth Advisors, LLC | 0.00% | Reduce -91.2% | 140 | $14K |
| HBC Financial Services, PLLC | 0.01% | New | 146 | $14K |
| 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 |
| Iron Horse Wealth Management, LLC | 0.00% | Reduce -69.0% | 130 | $13K |
| Assetmark, Inc. | 0.00% | Reduce -34.7% | 126 | $13K |
| Tucker Asset Management LLC | 0.00% | Add +5.4% | 118 | $12K |
| International Assets Investment Management, LLC | 0.00% | No change | 113 | $11K |
| Sound Income Strategies, LLC | 0.00% | Reduce -72.6% | 105 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 100 | $10K |
| WealthCollab, LLC | 0.01% | New | 94 | $10K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.01% | New | 92 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 83 | $8K |
| Pflug Koory, LLC | 0.00% | — | 75 | $8K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 72 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 66 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +23.5% | 63 | $6K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 68 | $6K |
| Archer Investment Corp | 0.00% | No change | 59 | $6K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 40 | $4K |
| Darwin Wealth Management, LLC | 0.00% | New | 35 | $4K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +7.1% | 30 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 29 | $3K |
| Future Financial Wealth Managment LLC | 0.00% | New | 25 | $3K |
| Main Street Group, LTD | 0.00% | No change | 25 | $3K |
| Hexagon Capital Partners LLC | 0.00% | No change | 18 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| Fourpath Capital Management, LLC | 0.00% | New | 13 | $1K |
| Tsfg, LLC | 0.00% | New | 13 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 10 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 8 | $811 |
| Trust Co | 0.00% | No change | 6 | $651 |
| WR Wealth Planners, LLC | 0.00% | No change | 6 | $608 |
| Earned Wealth Advisors, LLC | 0.00% | New | 5 | $507 |
| Key Financial Inc | 0.00% | No change | 5 | $507 |
| Arax Advisory Partners | 0.00% | No change | 4 | $406 |
| Transcendent Capital Group LLC | 0.00% | No change | 4 | $405 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -25.0% | 3 | $309 |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -50.0% | 2 | $203 |
| Sachetta, LLC | 0.00% | New | 1 | $102 |
"% 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.