iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q4 2024 (December 31)626holders +55
59new positions
44sold out
1famous investor
$100.59avg. 13F price*
At the end of Q4 2024, 626 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 55 from Q3 2024. 59 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($2.5B), Betterment LLC ($407.5M) and FMR LLC ($332.9M). One famous investor held it Jim Simons / Peter Brown (0.1% 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $158.8M |
| Exits | 44 | $45.2M |
All 13F filers, Q3 2024 → Q4 2024: 29,120,833 shares bought and 3,243,161 shares sold, net +25,877,672 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 626 holders
| BlackRock, Inc. | 0.05% | Add +1221.8% | 24,941,823 | $2.5B |
| Betterment LLC | 0.97% | Add +4.7% | 4,050,462 | $407.5M |
| FMR LLC | 0.02% | Add +9.7% | 3,308,805 | $332.9M |
| Modera Wealth Management, LLC | 2.30% | Add +4.6% | 1,894,273 | $190.6M |
| Ritholtz Wealth Management | 4.65% | Add +3.9% | 1,572,147 | $158.2M |
| LPL Financial LLC | 0.06% | Add +5.2% | 1,538,970 | $154.8M |
| 3EDGE Asset Management, LP | 7.83% | Add +156.7% | 1,261,483 | $126.9M |
| Morgan Stanley | 0.01% | Add +5.9% | 1,212,308 | $122.0M |
| Bank of America Corp. | 0.01% | Reduce -1.6% | 1,205,971 | $121.3M |
| Wealthcare Advisory Partners LLC | 2.51% | Add +8.2% | 898,882 | $90.4M |
| O'shaughnessy Asset Management, LLC | 0.71% | Add +3.2% | 835,918 | $84.1M |
| Wealthcare Capital Management LLC | 7.83% | Add +6.2% | 773,056 | $77.8M |
| Destination Wealth Management | 2.27% | Add +1.7% | 722,543 | $72.7M |
| Flputnam Investment Management Co. | 1.30% | Add +55.4% | 705,873 | $71.0M |
| State Street Corp. | 0.00% | Add +0.7% | 678,343 | $68.2M |
| Partners Capital Investment Group, LLP | 1.81% | Reduce -31.7% | 654,868 | $65.9M |
| AlTi Global, Inc. | 1.58% | Reduce -5.9% | 651,553 | $65.5M |
| Modern Wealth Management, LLC | 2.40% | Reduce -39.3% | 637,869 | $64.2M |
| Haverford Trust Co | 0.59% | Add +2.1% | 592,789 | $59.6M |
| Assetmark, Inc. | 0.16% | Add +459144.4% | 578,648 | $58.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.2% | 528,778 | $53.2M |
| Ameriprise Financial Inc. | 0.01% | Reduce -19.2% | 525,644 | $52.9M |
| Keating Investment Counselors Inc. | 16.42% | Reduce -0.4% | 522,667 | $52.6M |
| M. Kulyk & Associates, LLC | 11.34% | Add +2.1% | 520,673 | $52.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -16.8% | 516,056 | $51.9M |
| Cerity Partners LLC | 0.11% | Add +7.0% | 515,972 | $51.7M |
| Renaissance Technologies | 0.07% | Add +41.1% | 466,400 | $46.9M |
| Tortoise Investment Management, LLC | 4.91% | Reduce -1.0% | 462,653 | $46.5M |
| Dynasty Wealth Management, LLC | 0.76% | New | 439,747 | $44.2M |
| Quotient Wealth Partners, LLC | 1.43% | Add +3.0% | 433,812 | $43.6M |
| CENTRAL TRUST Co | 1.03% | Add +11.1% | 417,234 | $42.0M |
| Raymond James Financial Inc. | 0.01% | — | 402,021 | $40.4M |
| LVW Advisors, LLC | 4.69% | Add +7.5% | 380,738 | $38.3M |
| Wells Fargo & Company | 0.01% | Reduce -8.3% | 375,932 | $37.8M |
| Summitry LLC | 1.85% | Reduce -0.9% | 375,137 | $37.7M |
| Sigma Investment Counselors Inc. | 2.21% | Add +3.8% | 374,427 | $37.7M |
| Cetera Investment Advisers | 0.08% | Add +0.2% | 371,884 | $37.4M |
| Victory Capital Management Inc. | 0.04% | No change | 370,019 | $37.2M |
| New York Life Investment Management LLC | 0.33% | Add +91.6% | 332,198 | $33.4M |
| Wilshire Advisors LLC | 11.17% | Add +42.4% | 304,072 | $30.6M |
| SCS Capital Management LLC | 0.63% | Reduce -1.5% | 301,924 | $30.4M |
| Integrated Wealth Concepts LLC | 0.35% | Add +48.2% | 295,264 | $29.7M |
| Gould Asset Management LLC | 6.23% | Add +11.4% | 294,209 | $29.6M |
| Abacus Planning Group, Inc. | 5.07% | Add +8.9% | 286,519 | $28.8M |
| Austin Asset Management Co Inc | 5.81% | Add +3.3% | 277,397 | $27.9M |
| Empowered Funds, LLC | 0.37% | Add +10.3% | 254,166 | $25.6M |
| Kelman-Lazarov, Inc. | 4.58% | Add +2.8% | 252,997 | $25.5M |
| Pure Financial Advisors, LLC | 0.58% | Reduce -11.0% | 252,400 | $25.4M |
| Rockland Trust Co. | 1.14% | Reduce -0.4% | 222,422 | $22.4M |
| MAI Capital Management | 0.17% | New | 221,334 | $22.3M |
| Altfest L J & Co. Inc. | 2.83% | Reduce -1.5% | 220,444 | $22.2M |
| Greenline Partners, LLC | 3.04% | Reduce -0.6% | 215,989 | $21.7M |
| BNP Paribas Financial Markets | 0.02% | Add +19412.2% | 215,220 | $21.7M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -9.0% | 214,112 | $21.5M |
| Sensible Financial Planning & Management, LLC. | 4.41% | Add +4.6% | 211,444 | $21.3M |
| Prime Capital Investment Advisors, LLC | 0.29% | Add +9.7% | 197,060 | $19.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -18.4% | 196,580 | $19.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.54% | Add +7.2% | 196,070 | $19.7M |
| Parkside Advisors LLC | 4.62% | Add +3.7% | 194,852 | $19.6M |
| UBS Group AG | 0.00% | Reduce -18.6% | 190,835 | $19.2M |
| Northland Capital Management LLC | 14.18% | Add +42.0% | 190,128 | $19.1M |
| Stordahl Capital Management, Inc. | 4.50% | Add +6.5% | 189,244 | $19.0M |
| ProVise Management Group, LLC | 1.61% | Add +0.9% | 187,137 | $18.8M |
| Creative Planning | 0.02% | Reduce -12.2% | 184,591 | $18.6M |
| Jeppson Wealth Management, LLC | 6.72% | Reduce -0.1% | 184,079 | $18.5M |
| Royal Bank of Canada | 0.00% | Reduce -11.4% | 183,168 | $18.4M |
| Elm Partners Management LLC | 1.24% | Add +71.5% | 179,779 | $18.1M |
| Townsquare Capital LLC | 0.20% | Add +70.4% | 179,728 | $18.1M |
| Portland Global Advisors LLC | 2.29% | Add +8.6% | 179,622 | $18.1M |
| Jacobson & Schmitt Advisors, LLC | 3.40% | New | 174,729 | $17.6M |
| Prime Buchholz LLC | 5.66% | — | 172,463 | $17.3M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -6.8% | 168,300 | $16.9M |
| Corient Private Wealth LP | 0.03% | Reduce -0.3% | 169,602 | $16.8M |
| SoundView Advisors Inc. | 6.91% | — | 166,518 | $16.8M |
| Talon Private Wealth, LLC | 3.40% | Reduce -23.3% | 161,868 | $16.3M |
| Ancora Advisors LLC | 0.36% | Add +9.7% | 160,136 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +10.2% | 158,003 | $15.9M |
| Kwmg, LLC | 1.62% | Add +0.3% | 156,766 | $15.8M |
| Osaic Holdings, Inc. | 0.03% | Reduce -18.9% | 154,361 | $15.5M |
| Trilogy Capital Inc. | 0.78% | Add +0.1% | 151,326 | $15.2M |
| Financial Gravity Companies, Inc. | 3.35% | Add +3.0% | 145,902 | $14.7M |
| Family Firm, Inc. | 3.22% | Add +1.6% | 143,879 | $14.5M |
| Stadion Money Management, LLC | 1.13% | Reduce -3.1% | 143,502 | $14.4M |
| Arkansas Financial Group, Inc. | 2.31% | Add +21.5% | 142,194 | $14.3M |
| Walker Financial Services, Inc. | 8.22% | Add +39.5% | 140,533 | $14.1M |
| Brookstone Capital Management | 0.20% | Reduce -24.8% | 139,656 | $14.0M |
| Amundi | 0.00% | New | 138,000 | $13.9M |
| Guggenheim Capital LLC | 0.11% | Add +4.5% | 132,496 | $13.3M |
| National Bank of Canada | 0.02% | New | 132,100 | $13.3M |
| Galvin, Gaustad & Stein, LLC | 1.20% | Add +1.1% | 131,782 | $13.3M |
| Valmark Advisers, Inc. | 0.20% | Add +53.2% | 131,210 | $13.2M |
| Burt Wealth Advisors | 3.24% | Add +5.0% | 126,921 | $12.8M |
| Beacon Pointe Advisors, LLC | 0.14% | Reduce -6.1% | 124,608 | $12.5M |
| Stifel Financial Corp. | 0.01% | Reduce -8.0% | 121,841 | $12.3M |
| Municipal Employees' Retirement System of Michigan | 0.17% | Add +0.6% | 121,200 | $12.2M |
| AJ Advisors, LLC | 6.29% | Add +2.4% | 120,573 | $12.1M |
| American Money Management, LLC | 2.35% | Add +7.4% | 119,757 | $12.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.8% | 116,405 | $11.7M |
| CI Investments Inc. | 0.04% | New | 114,900 | $11.6M |
| BIP Wealth, LLC | 0.76% | Add +9.3% | 113,529 | $11.4M |
| Columbus Macro, LLC | 1.57% | Add +73.0% | 112,815 | $11.3M |
| IFG Advisory, LLC | 0.62% | Add +2.2% | 108,523 | $10.9M |
| New Capital Management LP | 3.12% | Reduce -2.4% | 106,170 | $10.7M |
| Alesco Advisors, LLC, An ESL Co | 0.33% | Reduce -1.3% | 104,191 | $10.5M |
| Holcombe Financial, Inc. | 8.53% | — | 102,986 | $10.4M |
| Exencial Wealth Advisors, LLC | 0.37% | Add +14.7% | 100,779 | $10.1M |
| Courier Capital LLC | 0.68% | Reduce -0.3% | 98,272 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -47.8% | 95,671 | $9.6M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -47.8% | 95,671 | $9.6M |
| MML Investors Services, LLC | 0.03% | Reduce -28.0% | 86,746 | $8.7M |
| NBT Bank, N.A. | 0.60% | Add +14.5% | 86,286 | $8.7M |
| Truist Financial Corp. | 0.01% | Reduce -14.7% | 84,931 | $8.5M |
| Ethos Financial Group, LLC | 1.08% | Reduce -36.2% | 81,690 | $8.2M |
| Leavell Investment Management, Inc. | 0.37% | Add +31.2% | 76,017 | $7.6M |
| Park Edge Advisors, LLC | 2.21% | Reduce -34.2% | 75,641 | $7.6M |
| Elevate Wealth Advisory, Inc. | 5.67% | Add +1.0% | 76,203 | $7.6M |
| Sterling Investment Advisors LLC | 4.21% | Add +1.8% | 71,625 | $7.2M |
| Buck Wealth Strategies, LLC | 1.50% | Add +51.9% | 71,514 | $7.2M |
| First Horizon Advisors, Inc. | 0.20% | Add +6.2% | 70,160 | $7.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -48.2% | 69,145 | $7.0M |
| Blair William & Co. | 0.02% | Add +1.9% | 66,173 | $6.7M |
| First Trust Bank, Ltd. | 18.96% | No change | 65,390 | $6.6M |
| Bleakley Financial Group, LLC | 0.20% | Reduce -3.9% | 64,888 | $6.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -29.8% | 63,591 | $6.4M |
| Pure Portfolios Holdings LLC | 2.30% | Add +16.1% | 61,449 | $6.2M |
| Integris Wealth Management, LLC | 1.71% | Add +3.5% | 60,276 | $6.1M |
| NorthCrest Asset Manangement, LLC | 0.18% | Add +3.6% | 60,139 | $6.0M |
| Sugar Maple Asset Management, LLC | 4.59% | New | 60,014 | $6.0M |
| Lutz Financial Services LLC | 0.48% | Add +10.0% | 59,486 | $6.0M |
| City State Bank | 2.09% | Add +2.1% | 58,973 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Add +2.2% | 57,199 | $5.8M |
| Equita Financial Network, Inc. | 2.08% | Add +6.5% | 57,074 | $5.7M |
| Wealthcare Capital Partners, LLC | 2.95% | — | 56,209 | $5.7M |
| Hillcrest Wealth Advisors - NY, LLC | 2.68% | Reduce -0.1% | 56,025 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +32.5% | 55,000 | $5.5M |
| Signet Financial Management, LLC | 0.70% | Reduce -4.6% | 54,134 | $5.4M |
| Performance Wealth Partners, LLC | 0.17% | Add +1.3% | 54,081 | $5.4M |
| Alhambra Investment Management LLC | 2.77% | Add +19.4% | 53,729 | $5.4M |
| Trivant Custom Portfolio Group, LLC | 3.15% | Add +2.7% | 53,593 | $5.4M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -2.8% | 53,174 | $5.3M |
| Mackenzie Financial Corp. | 0.01% | Add +14.7% | 53,000 | $5.3M |
| Fischer Financial Services, Inc. | 1.68% | — | 52,970 | $5.3M |
| Quadcap Wealth Management, LLC | 0.76% | Add +85.8% | 51,587 | $5.2M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +305.1% | 49,154 | $4.9M |
| Dogwood Wealth Management LLC | 2.60% | Reduce -66.7% | 48,778 | $4.9M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -17.8% | 47,719 | $4.8M |
| Cornerstone Financial Group, LLC | 4.68% | — | 47,234 | $4.8M |
| Arcataur Capital Management LLC | 1.60% | Reduce -0.7% | 47,079 | $4.7M |
| Altiora Financial Group, LLC | 1.02% | Add +0.0% | 46,398 | $4.7M |
| Pinnacle Financial Partners Inc | 0.09% | Add +0.2% | 46,173 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -9.0% | 45,832 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -79.3% | 45,283 | $4.6M |
| Mgo One Seven LLC | 0.17% | Add +63.1% | 44,137 | $4.4M |
| Summit Trail Advisors, LLC | 0.16% | New | 43,949 | $4.4M |
| Aptus Capital Advisors, LLC | 0.05% | Add +13.4% | 43,854 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.7% | 42,444 | $4.3M |
| NewEdge Advisors, LLC | 0.03% | Add +8.1% | 41,398 | $4.2M |
| Flow Traders U.S. LLC | 0.16% | Reduce -1.7% | 40,615 | $4.1M |
| Cibc World Market Inc. | 0.01% | Add +2.1% | 39,832 | $4.0M |
| Friedenthal Financial | 2.34% | Add +2.4% | 39,730 | $4.0M |
| Echo45 Advisors LLC | 2.60% | Reduce -64.1% | 39,353 | $4.0M |
| Alliance Wealth Advisors, LLC | 1.01% | Add +217.6% | 38,827 | $3.9M |
| Cascade Financial Partners, LLC | 0.49% | Add +6.9% | 37,239 | $3.7M |
| Fifth Third Securities, Inc. | 0.31% | Add +47.6% | 36,438 | $3.7M |
| Slow Capital, Inc. | 0.50% | Add +5.3% | 35,398 | $3.6M |
| Treynor Bancshares, Inc. | 3.73% | Add +10.2% | 35,166 | $3.5M |
| CFS Investment Advisory Services, LLC | 0.31% | Add +7.6% | 34,767 | $3.5M |
| Soltis Investment Advisors LLC | 0.32% | Reduce -7.2% | 34,247 | $3.4M |
| Retireful, LLC | 1.92% | Reduce -1.0% | 33,981 | $3.4M |
| Evoke Wealth, LLC | 0.09% | Add +70.0% | 33,763 | $3.4M |
| Portside Wealth Group, LLC | 0.55% | Add +103.0% | 32,995 | $3.3M |
| Physician Wealth Advisors, Inc. | 0.55% | Add +9.4% | 32,380 | $3.3M |
| CHB Investment Group, LLC | 1.75% | Add +4.5% | 32,001 | $3.2M |
| Nations Financial Group Inc, /Ia/ | 0.23% | Add +14.1% | 31,807 | $3.2M |
| BTG Pactual Asset Management US LLC | 0.41% | Add +6.9% | 32,538 | $3.2M |
| Passive Capital Management, LLC. | 1.11% | No change | 31,447 | $3.2M |
| Mutual Advisors, LLC | 0.09% | Reduce -5.4% | 30,925 | $3.1M |
| Home Federal Bank of Tennessee | 0.92% | Reduce -4.5% | 30,881 | $3.1M |
| Copia Wealth Management | 2.93% | — | 30,562 | $3.1M |
| CreativeOne Wealth, LLC | 0.09% | Add +0.4% | 30,558 | $3.1M |
| Focus Partners Wealth | 0.01% | Add +6.1% | 30,510 | $3.1M |
| Chesapeake Capital Corp. | 3.08% | Reduce -0.5% | 30,162 | $3.0M |
| Tidal Investments LLC | 0.02% | Reduce -0.5% | 30,162 | $3.0M |
| Choreo, LLC | 0.04% | Reduce -0.6% | 29,635 | $3.0M |
| Madden Advisory Services, Inc. | 1.37% | Add +0.6% | 29,394 | $3.0M |
| James Investment Research, Inc. | 0.34% | Add +7.3% | 28,552 | $2.9M |
| Certior Financial Group, LLC | 2.55% | — | 28,492 | $2.9M |
| Lake Hills Wealth Management, LLC | 1.95% | Reduce -12.5% | 28,437 | $2.9M |
| Belpointe Asset Management LLC | 0.17% | Add +22.4% | 28,304 | $2.8M |
| Algorithmic Investment Models, LLC | 2.16% | New | 27,837 | $2.8M |
| Stone Summit Wealth LLC | 0.91% | Add +12.8% | 26,920 | $2.7M |
| Savant Capital, LLC | 0.02% | Add +116.3% | 26,609 | $2.7M |
| Silver Oak Securities, Incorporated | 0.25% | Reduce -85.2% | 26,290 | $2.6M |
| Fortis Advisors, LLC | 1.65% | Add +0.6% | 25,017 | $2.5M |
| Cwm, LLC | 0.01% | Add +38.5% | 24,945 | $2.5M |
| Breakwater Capital Group | 0.50% | Add +2.0% | 24,905 | $2.5M |
| Forefront Analytics, LLC | 1.16% | Add +51.9% | 24,897 | $2.5M |
| Heck Capital Advisors, LLC | 0.29% | Add +0.2% | 24,767 | $2.5M |
| Alpha Omega Wealth Management LLC | 0.47% | Reduce -0.2% | 24,741 | $2.5M |
| Maltin Wealth Management, Inc. | 1.22% | Add +9.6% | 24,716 | $2.5M |
| Peak Financial Management, Inc. | 0.74% | Add +1.7% | 24,412 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -28.5% | 24,281 | $2.4M |
| Fairview Capital Investment Management, LLC | 0.13% | Add +12.3% | 24,021 | $2.4M |
| Beckerman Institutional, LLC | 1.90% | Add +4.8% | 23,602 | $2.4M |
| Lazari Capital Management, Inc. | 0.94% | Add +14.0% | 23,447 | $2.4M |
| Hudson Portfolio Management LLC | 2.31% | Add +13.0% | 23,390 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -35.0% | 23,335 | $2.3M |
| LifeGuide Financial Advisors, LLC | 1.01% | Add +13.4% | 23,300 | $2.3M |
| Phillips Financial Management, LLC | 0.18% | Reduce -17.9% | 23,230 | $2.3M |
| HBW Advisory Services LLC | 0.24% | Reduce -28.0% | 23,167 | $2.3M |
| Manufacturers Life Insurance Company, The | 0.00% | New | 22,000 | $2.2M |
| Cambridge Associates LLC /Ma/ | 0.07% | No change | 21,910 | $2.2M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +5.6% | 21,812 | $2.2M |
| Sigma Planning Corp | 0.07% | Reduce -31.5% | 21,071 | $2.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.9% | 20,964 | $2.1M |
| Arete Wealth Advisors, LLC | 0.15% | Add +161.5% | 20,774 | $2.1M |
| Chesley Taft & Associates LLC | 0.10% | Add +77.0% | 20,632 | $2.1M |
| Bell Investment Advisors, Inc | 0.39% | Add +6.4% | 20,625 | $2.1M |
| Martin Capital Partners, LLC | 2.44% | Reduce -30.9% | 20,409 | $2.1M |
| Portland Financial Advisors Inc | 5.52% | — | 20,401 | $2.1M |
| Captrust Financial Advisors | 0.01% | Add +0.5% | 20,371 | $2.0M |
| Strategic Wealth Investment Group, LLC | 0.11% | Reduce -29.2% | 20,207 | $2.0M |
| Citigroup Inc. | 0.00% | Add +3.0% | 19,998 | $2.0M |
| BridgePort Financial Solutions, LLC | 0.91% | — | 19,581 | $2.0M |
| Pinnacle Wealth Management Group, Inc. | 1.24% | Reduce -14.3% | 19,830 | $2.0M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -53.9% | 19,805 | $2.0M |
| Independent Wealth Network Inc. | 0.79% | Add +18.6% | 19,310 | $1.9M |
| Brooklyn FI, LLC | 0.64% | Add +1.8% | 19,174 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 18,864 | $1.9M |
| Creative Financial Designs Inc. | 0.15% | Add +15.1% | 18,830 | $1.9M |
| Fairway Wealth LLC | 0.83% | Add +22.8% | 18,403 | $1.9M |
| Greenleaf Trust | 0.02% | Reduce -17.9% | 18,267 | $1.8M |
| Evexia Wealth LLC | 0.61% | Reduce -53.5% | 17,808 | $1.8M |
| Signal Advisors Wealth, LLC | 0.20% | Add +143.7% | 17,744 | $1.8M |
| Investment Partners Asset Management, Inc. | 1.37% | Add +3.5% | 17,337 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +45.0% | 17,302 | $1.7M |
| Wealthspire Retirement, LLC | 0.14% | Add +25.0% | 17,265 | $1.7M |
| RDA Financial Network | 0.49% | Reduce -55.4% | 16,848 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Add +8.5% | 16,819 | $1.7M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.4% | 16,754 | $1.7M |
| Canandaigua National Bank & Trust Co. | 0.17% | Reduce -8.4% | 16,750 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Add +60.9% | 16,445 | $1.7M |
| One Wealth Map LLC | 1.00% | Reduce -2.3% | 16,185 | $1.7M |
| XY Planning Network, Inc. | 1.24% | — | 16,389 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -27.0% | 16,349 | $1.6M |
| Brown Wealth Management, LLC | 0.58% | Add +5.9% | 16,321 | $1.6M |
| Prairie Wealth Advisors, Inc. | 0.76% | Reduce -5.3% | 15,790 | $1.6M |
| Successful Portfolios LLC | 1.06% | Add +2.7% | 15,786 | $1.6M |
| Roundview Capital LLC | 0.11% | Reduce -2.8% | 15,688 | $1.6M |
| Heritage Investment Group, Inc. | 0.28% | Add +2.3% | 15,151 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Reduce -11.6% | 15,057 | $1.5M |
| DMC Group, LLC | 1.23% | Add +0.2% | 15,032 | $1.5M |
| Sharper & Granite LLC | 0.66% | Reduce -22.2% | 14,895 | $1.5M |
| Wbi Investments, LLC | 0.37% | Reduce -43.5% | 14,855 | $1.5M |
| Fermata Advisors, LLC | 0.28% | Reduce -3.8% | 14,732 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -58.8% | 14,272 | $1.4M |
| Mariner, LLC | 0.00% | Reduce -54.8% | 14,236 | $1.4M |
| Matauro, LLC | 0.31% | — | 14,212 | $1.4M |
| Carr Financial Group Corp | 0.44% | Add +0.6% | 14,026 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.42% | Add +2.4% | 13,886 | $1.4M |
| VERITY Wealth Advisors | 1.00% | No change | 13,841 | $1.4M |
| Virtus Family Office LLC | 1.74% | Add +8.4% | 13,832 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Add +5.5% | 13,704 | $1.4M |
| Sellwood Investment Partners LLC | 0.74% | — | 13,698 | $1.4M |
| First PREMIER Bank | 0.34% | Add +1.0% | 13,279 | $1.3M |
| Evelyn Partners Investment Management LLP | 0.04% | — | 13,117 | $1.3M |
| Prosperity Consulting Group, LLC | 0.10% | Add +110.0% | 12,998 | $1.3M |
| Financial Advocates Investment Management | 0.07% | Reduce -5.8% | 12,971 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -41.7% | 12,942 | $1.3M |
| Comprehensive Money Management Services LLC | 1.07% | — | 12,936 | $1.3M |
| Curbstone Financial Management Corp | 0.27% | Reduce -5.9% | 12,750 | $1.3M |
| Whittier Trust Co. | 0.02% | New | 12,730 | $1.3M |
| VanderPol Investments L.L.C. | 2.79% | Add +4.1% | 12,688 | $1.3M |
| Cable Hill Partners, LLC | 0.13% | Reduce -68.1% | 12,541 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.41% | Reduce -1.8% | 12,517 | $1.3M |
| Tidemark, LLC | 0.48% | Reduce -2.4% | 12,408 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | No change | 12,212 | $1.2M |
| Capasso Planning Partners LLC | 0.49% | Reduce -20.0% | 12,097 | $1.2M |
| Breakwater Investment Management | 0.51% | Add +12.3% | 11,893 | $1.2M |
| TAGStone Capital, Inc. | 0.59% | Add +198.7% | 11,891 | $1.2M |
| Corepath Wealth Partners LLC | 1.16% | Reduce -7.2% | 11,818 | $1.2M |
| Gibbs Wealth Management | 0.32% | Add +23.1% | 11,584 | $1.2M |
| RFG Advisory, LLC | 0.03% | New | 11,537 | $1.2M |
| Arbor Investment Advisors, LLC | 0.16% | Add +32.1% | 11,351 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.15% | No change | 11,044 | $1.1M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Reduce -12.6% | 11,041 | $1.1M |
| Aquire Wealth Advisors, LLC | 0.34% | Reduce -8.9% | 10,993 | $1.1M |
| Ignite Planners, LLC | 0.24% | Add +28.5% | 10,934 | $1.1M |
| Sowell Financial Services LLC | 0.06% | Add +3.9% | 10,810 | $1.1M |
| Ewing Morris & Co. Investment Partners Ltd. | 0.36% | New | 10,385 | $1.0M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.08% | Reduce -7.4% | 10,339 | $1.0M |
| Nwam LLC | 0.06% | Reduce -4.0% | 10,255 | $1.0M |
| Hanseatic Management Services Inc. | 1.30% | Reduce -7.0% | 10,200 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | New | 10,074 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -72.2% | 9,905 | $996K |
| Princeton Global Asset Management LLC | 0.18% | Reduce -9.7% | 9,722 | $978K |
| Gilliland Jeter Wealth Management LLC | 0.33% | Reduce -14.3% | 9,632 | $969K |
| Latitude Advisors, LLC | 0.54% | Reduce -1.6% | 9,533 | $959K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -5.8% | 9,495 | $955K |
| L. Roy Papp & Associates, LLP | 0.11% | No change | 9,400 | $946K |
| WASHINGTON TRUST Co | 0.03% | Reduce -20.1% | 9,256 | $931K |
| Composition Wealth, LLC | 0.02% | Reduce -8.7% | 9,092 | $915K |
| Joseph P. Lucia & Associates, LLC | 0.41% | Reduce -5.5% | 9,083 | $914K |
| LaSalle St. Investment Advisors, LLC | 0.28% | Add +15.9% | 9,038 | $909K |
| Selective Wealth Management, Inc. | 0.36% | Reduce -0.0% | 8,909 | $898K |
| Tritonpoint Wealth, LLC | 0.08% | Add +3.2% | 8,908 | $896K |
| Private Wealth Management Group, LLC | 0.34% | Add +2.2% | 8,853 | $891K |
| Country Club Bank | 0.06% | Reduce -34.1% | 8,781 | $883K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -8.1% | 8,612 | $866K |
| Strategic Financial Concepts, LLC | 0.17% | New | 8,578 | $863K |
| Amara Financial, Llc. | 0.79% | Reduce -7.0% | 8,548 | $860K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.8% | 8,515 | $858K |
| Freedom Investment Management, Inc. | 0.07% | Reduce -28.0% | 8,513 | $856K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -4.1% | 8,465 | $852K |
| 49 Wealth Management, LLC | 0.12% | Reduce -26.7% | 8,455 | $851K |
| Roberts Glore & Co. Inc. | 0.25% | Add +38.9% | 8,237 | $829K |
| Focus Financial Network, Inc. | 0.03% | Add +0.9% | 8,158 | $821K |
| Patten Group, Inc. | 0.18% | New | 8,078 | $813K |
| Canandaigua National Trust Co of Florida | 0.63% | Reduce -0.7% | 8,019 | $807K |
| Continuum Wealth Advisors, LLC | 0.41% | Reduce -0.3% | 7,977 | $802K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +11.9% | 7,847 | $789K |
| GTS Securities LLC | 0.04% | Reduce -21.4% | 7,841 | $789K |
| Northwest Wealth Management, LLC | 0.17% | Reduce -14.0% | 7,839 | $789K |
| Westover Capital Advisors, LLC | 0.17% | Reduce -51.4% | 7,827 | $787K |
| United Asset Strategies, Inc. | 0.07% | Reduce -1.1% | 7,812 | $786K |
| Scotia Capital Inc. | 0.00% | Add +117.0% | 7,768 | $781K |
| 360 Financial, Inc. | 0.28% | No change | 7,700 | $775K |
| Acorn Financial Advisory Services Inc. | 0.13% | Add +9.5% | 7,609 | $765K |
| IFP Advisors, Inc | 0.02% | Add +176.4% | 7,388 | $743K |
| Csenge Advisory Group | 0.04% | New | 7,221 | $726K |
| Allworth Financial LP | 0.00% | Add +0.5% | 7,090 | $716K |
| Waverly Advisors, LLC | 0.01% | No change | 7,115 | $716K |
| Advisory Services Network, LLC | 0.01% | Add +7.8% | 7,073 | $712K |
| Comerica Bank | 0.00% | No change | 6,979 | $702K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.28% | Reduce -6.1% | 6,972 | $701K |
| Centaurus Financial, Inc. | 0.04% | Reduce -75.5% | 6,880 | $692K |
| Norden Group LLC | 0.08% | Add +113.9% | 6,865 | $691K |
| Middleton & Co. Inc. | 0.08% | No change | 6,841 | $688K |
| Robinswood Financial LLC | 0.26% | Add +2.9% | 6,807 | $685K |
| Maripau Wealth Management LLC | 0.40% | New | 6,777 | $682K |
| Spire Wealth Management | 0.02% | Reduce -11.4% | 6,775 | $682K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -1.8% | 6,636 | $668K |
| Wallace Advisory Group, LLC | 0.46% | Reduce -27.9% | 6,564 | $665K |
| Sykon Capital LLC | 0.23% | New | 6,500 | $654K |
| Topel & Distasi Wealth Management, LLC | 0.28% | No change | 6,453 | $649K |
| Sovran Advisors, LLC | 0.09% | — | 6,372 | $642K |
| Diversify Advisory Services, LLC | 0.04% | Add +33.7% | 6,368 | $641K |
| Disciplined Investments, LLC | 0.31% | Reduce -6.3% | 6,328 | $637K |
| DecisionMap Wealth Management, LLC | 0.50% | — | 6,264 | $630K |
| Synovus Financial Corp. | 0.01% | Reduce -18.2% | 6,200 | $624K |
| Private Trust Co. NA | 0.06% | Add +0.8% | 6,176 | $621K |
| Stephens Inc. | 0.01% | New | 6,140 | $618K |
| RHS Financial, LLC | 0.32% | Reduce -3.9% | 6,135 | $617K |
| ARK & TLK Investments, LLC | 0.21% | Add +69.7% | 6,133 | $617K |
| First Command Advisory Services, Inc. | 0.01% | Reduce -33.0% | 6,113 | $615K |
| Atlas Capital Advisors Inc. | 0.08% | New | 6,042 | $608K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.1% | 6,041 | $608K |
| Potomac Fund Management Inc. | 0.04% | — | 6,026 | $606K |
| Continuum Advisory, LLC | 0.08% | Add +0.1% | 6,002 | $604K |
| Evelyn Partners Asset Management Ltd | 0.16% | — | 5,991 | $603K |
| Obermeyer Wealth Partners | 0.03% | Reduce -7.2% | 5,980 | $602K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -7.1% | 5,886 | $592K |
| &partners | 0.01% | Reduce -22.5% | 5,937 | $592K |
| Empirical Asset Management, LLC | 0.19% | Add +7.6% | 5,791 | $583K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 5,747 | $578K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -10.1% | 5,734 | $577K |
| Walter & Keenan Wealth Management LLC /in/ | 0.17% | Reduce -6.9% | 5,683 | $572K |
| Savvy Advisors, Inc. | 0.07% | Add +4.2% | 5,645 | $568K |
| Ted Buchan & Co | 0.27% | No change | 5,639 | $567K |
| CGN Advisors LLC | 0.05% | Add +59.2% | 5,607 | $564K |
| Wealthspan Partners, LLC | 0.27% | Reduce -4.1% | 5,587 | $562K |
| PBMares Wealth Management LLC | 0.11% | Reduce -0.9% | 5,570 | $560K |
| Birch Financial Group, LLC | 0.63% | — | 5,567 | $560K |
| IHT Wealth Management, LLC | 0.02% | Reduce -65.3% | 5,534 | $557K |
| Rik Saylor Financial, Inc. | 0.51% | — | 5,517 | $555K |
| Cardiff Park Advisors, LLC | 0.05% | Add +0.6% | 5,510 | $554K |
| LWM Advisory Services, LLC | 0.38% | Add +18.4% | 5,494 | $553K |
| Hilltop Holdings Inc. | 0.03% | Reduce -3.3% | 5,410 | $544K |
| RFP Financial Group LLC | 0.21% | Reduce -2.7% | 5,356 | $539K |
| Factor Wealth Management LTD | 0.18% | — | 5,246 | $528K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -8.0% | 5,203 | $528K |
| Virtue Capital Management, LLC | 0.11% | Reduce -5.4% | 5,239 | $527K |
| Montecito Bank & Trust | 0.09% | New | 5,200 | $523K |
| Summit Financial, LLC | 0.02% | No change | 5,175 | $521K |
| Ascent Group, LLC | 0.04% | New | 5,170 | $520K |
| Clear Investment Research, LLC | 0.67% | Add +5.9% | 5,141 | $517K |
| Lodestone Wealth Management LLC | 0.26% | Reduce -1.7% | 5,133 | $516K |
| Aveo Capital Partners, LLC | 0.06% | New | 5,114 | $514K |
| LongView Wealth Management | 0.16% | Add +1.3% | 5,067 | $510K |
| Greenspring Advisors, LLC | 0.11% | Add +121.6% | 5,064 | $509K |
| Clearstead Advisors, LLC | 0.01% | No change | 5,050 | $508K |
| Prairiewood Capital, LLC | 0.22% | Add +17.1% | 5,026 | $506K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.6% | 5,021 | $505K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 4,986 | $502K |
| Avant Financial Advisors LLC | 0.46% | — | 4,965 | $499K |
| Vertex Planning Partners, LLC | 0.11% | Add +97.7% | 4,953 | $498K |
| Diversify Wealth Management, LLC | 0.04% | Add +25.1% | 4,949 | $498K |
| Trademark Financial Management, LLC | 0.40% | Add +50.2% | 4,948 | $498K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -7.8% | 4,941 | $497K |
| FC Advisory LLC | 0.17% | Add +3.1% | 4,928 | $496K |
| Beacon Financial Advisory LLC | 0.16% | Reduce -3.0% | 4,907 | $494K |
| LaFleur & Godfrey LLC | 0.07% | Reduce -2.7% | 4,895 | $492K |
| Grand Wealth Management, LLC | 0.27% | Reduce -2.8% | 4,878 | $491K |
| Financial Harvest, LLC | 0.41% | — | 4,811 | $484K |
| Independent Advisor Alliance | 0.01% | New | 4,677 | $471K |
| Lord & Richards Wealth Management, LLC | 0.98% | — | 4,615 | $464K |
| Stratos Investment Management, LLC | 0.03% | New | 4,561 | $459K |
| J. W. Coons Advisors, LLC | 0.12% | Add +73.4% | 4,560 | $459K |
| North Ridge Wealth Advisors, Inc. | 0.32% | Reduce -25.2% | 4,540 | $457K |
| Cambridge Capital Management, LLC | 0.29% | Add +1.5% | 4,533 | $456K |
| Independent Financial Group, LLC | 0.01% | Add +10.0% | 4,501 | $453K |
| Northern Trust Corp. | 0.00% | New | 4,482 | $451K |
| Coldstream Capital Management Inc. | 0.01% | Add +124.8% | 4,440 | $447K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -41.0% | 4,335 | $436K |
| Old Mission Capital LLC | 0.01% | New | 4,300 | $433K |
| USAdvisors Wealth Management, LLC | 0.14% | Reduce -81.6% | 4,300 | $432K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.0% | 4,279 | $430K |
| Lee Financial Co | 0.06% | Reduce -31.4% | 4,236 | $426K |
| Insigneo Advisory Services, LLC | 0.04% | Reduce -0.6% | 4,224 | $425K |
| Sovereign Financial Group, Inc. | 0.10% | Add +21.4% | 4,157 | $418K |
| MADDEN SECURITIES Corp | 0.17% | Add +3.0% | 4,150 | $417K |
| ORG Partners LLC | 0.06% | Add +0.5% | 4,107 | $413K |
| Delta Investment Management, LLC | 0.08% | Add +0.3% | 3,994 | $402K |
| JGP Wealth Management, LLC | 0.05% | Add +40.1% | 3,958 | $398K |
| Advisor Resource Council | 0.29% | New | 3,956 | $398K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -21.9% | 3,813 | $388K |
| TSA Wealth Managment LLC | 0.16% | Reduce -4.0% | 3,830 | $385K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.42% | — | 3,826 | $385K |
| Florida Financial Advisors, LLC | 0.17% | Reduce -3.0% | 3,811 | $383K |
| Eagle Capital Management, LLC | 0.15% | No change | 3,812 | $383K |
| Napatree Capital LLC | 0.22% | No change | 3,785 | $381K |
| Rathbones Group PLC | 0.00% | New | 3,782 | $380K |
| Wedbush Securities Inc. | 0.01% | Reduce -1.9% | 3,772 | $379K |
| Atria Investments, Inc | 0.00% | Reduce -88.4% | 3,766 | $379K |
| TrinityPoint Wealth, LLC | 0.05% | New | 3,761 | $378K |
| Penobscot Investment Management Company, Inc. | 0.03% | No change | 3,756 | $378K |
| Secured Retirement Advisors, LLC | 0.22% | Reduce -16.1% | 3,748 | $377K |
| DDD Partners, LLC | 0.05% | Add +3.1% | 3,680 | $370K |
| Adams Wealth Management | 0.07% | New | 3,664 | $369K |
| CacheTech Inc. | 0.07% | New | 3,664 | $369K |
| Cary Street Partners Financial LLC | 0.01% | — | 3,650 | $367K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 3,598 | $362K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.2% | 3,587 | $361K |
| Winnacle Wealth LLC | 0.36% | — | 3,611 | $360K |
| Verdence Capital Advisors LLC | 0.03% | Add +0.4% | 3,554 | $358K |
| Advyzon Investment Management, LLC | 0.14% | — | 3,541 | $356K |
| Toth Financial Advisory Corp. | 0.04% | Reduce -7.5% | 3,500 | $352K |
| First National Trust Co | 0.01% | New | 3,500 | $352K |
| Core Wealth Partners LLC | 0.20% | No change | 3,468 | $349K |
| Atwater Malick LLC | 0.11% | Add +1.0% | 3,409 | $343K |
| Prospera Financial Services Inc | 0.01% | Add +12.3% | 3,374 | $339K |
| Uptick Partners, LLC | 0.12% | New | 3,337 | $336K |
| Trustmark Bank Trust Department | 0.02% | Reduce -1.0% | 3,315 | $333K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 3,299 | $332K |
| Bank of Montreal | 0.00% | Add +12.0% | 3,285 | $330K |
| Market Street Wealth Management Advisors LLC | 0.06% | Add +1.4% | 3,277 | $330K |
| D L Carlson Investment Group Inc. | 0.06% | New | 3,265 | $328K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.15% | Reduce -18.6% | 3,262 | $328K |
| M&T Bank Corp | 0.00% | Add +1.5% | 3,253 | $327K |
| Aurelius Family Office LLC | 0.16% | — | 3,230 | $325K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $322K |
| Morton Community Bank | 0.09% | No change | 3,200 | $322K |
| Silver Oak Wealth Advisors Services, LLC | 0.28% | — | 3,165 | $318K |
| SVB Wealth LLC | 0.01% | New | 3,097 | $312K |
| TCFG Wealth Management, LLC | 0.16% | Reduce -24.0% | 3,093 | $311K |
| Retirement Capital Strategies | 0.12% | No change | 3,066 | $308K |
| AdvisorNet Financial, Inc | 0.03% | Add +102.9% | 3,019 | $304K |
| Ascentis Independent Advisors | 0.06% | Add +5.2% | 3,018 | $304K |
| Echo Wealth Management, LLC | 0.21% | Reduce -0.4% | 3,014 | $303K |
| PFG Investments, LLC | 0.02% | Add +5.5% | 2,989 | $301K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -4.0% | 2,969 | $299K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -1.3% | 2,963 | $298K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -3.0% | 2,955 | $297K |
| Farther Finance Advisors, LLC | 0.01% | Add +8.2% | 2,849 | $287K |
| Satovsky Asset Management LLC | 0.06% | Add +0.7% | 2,791 | $281K |
| US Bancorp \de | 0.00% | Add +0.6% | 2,745 | $276K |
| Tradewinds Capital Management, LLC | 0.07% | No change | 2,735 | $275K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 2,734 | $275K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 2,734 | $275K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -3.4% | 2,733 | $275K |
| Executive Wealth Management, LLC | 0.02% | Add +3.1% | 2,732 | $275K |
| Prism Advisors, Inc. | 0.08% | Reduce -16.3% | 2,703 | $272K |
| Lido Advisors, LLC | 0.00% | Reduce -17.1% | 2,675 | $269K |
| SageView Advisory Group, LLC | 0.01% | New | 2,669 | $269K |
| Regimen Wealth, LLC | 0.09% | New | 2,667 | $268K |
| Bravias Capital Group, LLC | 0.21% | — | 2,605 | $264K |
| Matrix Trust Co | 0.05% | Add +156.9% | 2,626 | $264K |
| Eagle Bay Advisors LLC | 0.16% | Reduce -35.0% | 2,600 | $262K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,580 | $260K |
| Northwest Capital Management Inc | 0.11% | No change | 2,567 | $258K |
| VestGen Investment Management | 0.07% | New | 2,552 | $257K |
| Liberty Capital Management, Inc. | 0.06% | No change | 2,519 | $253K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -38.5% | 2,517 | $253K |
| SWP Financial LLC | 0.15% | Reduce -14.0% | 2,508 | $252K |
| Kovack Advisors, Inc. | 0.02% | Reduce -38.0% | 2,505 | $252K |
| FDx Advisors, Inc. | 0.07% | Reduce -6.8% | 2,508 | $252K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $249K |
| Thompson David Blair | 0.18% | — | 2,467 | $248K |
| Accurate Wealth Management, LLC | 0.05% | No change | 2,413 | $243K |
| BWM Planning, LLC | 0.10% | Reduce -69.0% | 2,383 | $240K |
| Fifth Third Bancorp | 0.00% | Add +9.5% | 2,369 | $238K |
| Kiker Wealth Management, LLC | 0.19% | — | 2,292 | $231K |
| Redwood Financial Network Corp | 0.17% | Add +7.8% | 2,273 | $229K |
| Elevation Wealth Partners, LLC | 0.10% | New | 2,270 | $228K |
| Western Wealth Management, LLC | 0.01% | Reduce -13.5% | 2,257 | $227K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -11.1% | 2,249 | $226K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +3.4% | 2,237 | $226K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,241 | $225K |
| Arkadios Wealth Advisors | 0.01% | Reduce -21.4% | 2,221 | $223K |
| FreeGulliver LLC | 0.12% | No change | 2,212 | $223K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 2,182 | $220K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -1.3% | 2,139 | $215K |
| WNY Asset Management, LLC | 0.03% | Reduce -0.6% | 2,128 | $214K |
| Maxele Advisors, LLC | 0.20% | — | 2,118 | $213K |
| Park Avenue Securities LLC | 0.00% | Reduce -36.0% | 2,075 | $209K |
| Five Oceans Advisors | 0.10% | Add +4.5% | 2,070 | $208K |
| Aprio Wealth Management, LLC | 0.03% | Add +0.1% | 2,060 | $207K |
| Stephens Group Asset Management, LLC | 0.02% | Add +0.2% | 2,056 | $207K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -1.6% | 2,050 | $206K |
| W.H. Cornerstone Investments Inc. | 0.14% | Add +0.6% | 2,040 | $205K |
| Tanager Wealth Management LLP | 0.03% | New | 2,032 | $204K |
| Symmetry Partners, LLC | 0.03% | New | 2,032 | $204K |
| WBH Advisory Inc. | 0.02% | No change | 2,000 | $201K |
| Financial Network Wealth Advisors LLC | 0.37% | Reduce -56.7% | 1,965 | $198K |
| Principal Securities, Inc. | 0.00% | Reduce -25.0% | 1,959 | $197K |
| First United Bank & Trust | 0.07% | Add +19.2% | 1,914 | $193K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -9.5% | 1,857 | $187K |
| Avior Wealth Management, LLC | 0.01% | Add +4.1% | 1,835 | $185K |
| Global Trust Asset Management, LLC | 0.06% | No change | 1,700 | $171K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | — | 1,567 | $158K |
| Capital Analysts, LLC | 0.01% | Add +58.6% | 1,315 | $132K |
| Harbour Investments, Inc. | 0.00% | Reduce -22.8% | 1,285 | $129K |
| Chesapeake Asset Management LLC | 0.11% | Add +29.2% | 1,190 | $120K |
| Parallel Advisors, LLC | 0.00% | Add +633.1% | 1,129 | $114K |
| CoreCap Advisors, LLC | 0.01% | No change | 1,129 | $114K |
| Barrett & Company, Inc. | 0.04% | Reduce -4.5% | 1,051 | $106K |
| Legacy Bridge, LLC | 0.05% | No change | 1,030 | $104K |
| TD Capital Management LLC | 0.01% | Add +0.7% | 1,017 | $102K |
| Horizons Wealth Management | 0.08% | Reduce -37.1% | 1,006 | $101K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.6% | 990 | $100K |
| Morton Brown Family Wealth, LLC | 0.03% | Reduce -13.4% | 956 | $96K |
| Ridgewood Investments LLC | 0.04% | Add +33.0% | 818 | $82K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 800 | $80K |
| Kings Path Partners LLC | 0.03% | No change | 762 | $77K |
| IMG Wealth Management, Inc. | 0.07% | — | 755 | $76K |
| Providence First Trust Co | 0.03% | New | 750 | $75K |
| Westside Investment Management, Inc. | 0.02% | No change | 737 | $74K |
| Fourth Dimension Wealth, LLC | 0.04% | — | 722 | $73K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | No change | 696 | $70K |
| Atala Financial Inc | 0.05% | — | 694 | $70K |
| Clarity Asset Management, Inc. | 0.05% | Add +0.6% | 692 | $70K |
| American Capital Advisory, LLC | 0.04% | Add +2.1% | 666 | $67K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 670 | $67K |
| Mascoma Wealth Management LLC | 0.02% | Reduce -39.6% | 644 | $65K |
| NFSG Corp | 0.02% | No change | 639 | $64K |
| Headlands Technologies LLC | 0.01% | New | 614 | $62K |
| Ameriflex Group, Inc. | 0.03% | — | 567 | $58K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | — | 520 | $52K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 515 | $52K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +1.7% | 479 | $48K |
| Pflug Koory, LLC | 0.00% | Add +534.7% | 476 | $48K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 461 | $46K |
| Signature Resources Capital Management, LLC | 0.03% | No change | 332 | $33K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $33K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 328 | $33K |
| Chapman Financial Group, LLC | 0.03% | — | 325 | $33K |
| Mather Group, Llc. | 0.00% | Reduce -34.0% | 311 | $31K |
| AllSquare Wealth Management LLC | 0.02% | Reduce -24.7% | 305 | $31K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -13.0% | 300 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -8.1% | 285 | $29K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.01% | — | 269 | $27K |
| Knuff & Co LLC | 0.01% | New | 257 | $26K |
| Transce3nd, LLC | 0.01% | — | 250 | $25K |
| PrairieView Partners, LLC | 0.00% | Add +3.7% | 253 | $25K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.4% | 245 | $25K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -75.3% | 243 | $24K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 215 | $22K |
| Atwood & Palmer Inc. | 0.00% | Reduce -86.4% | 201 | $20K |
| Sunbelt Securities, Inc. | 0.00% | No change | 194 | $20K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 172 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.6% | 165 | $17K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -45.0% | 165 | $17K |
| HBC Financial Services, PLLC | 0.01% | No change | 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% | No change | 130 | $13K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +293.3% | 118 | $12K |
| Sound Income Strategies, LLC | 0.00% | Add +11.4% | 117 | $12K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -86.2% | 109 | $11K |
| Howe & Rusling Inc. | 0.00% | New | 104 | $10K |
| WealthCollab, LLC | 0.01% | No change | 94 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 83 | $8K |
| Atlatl Advisers LLC | 0.00% | — | 77 | $8K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 72 | $7K |
| Briaud Financial Planning Inc | 0.00% | New | 72 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +4.8% | 66 | $7K |
| Archer Investment Corp | 0.00% | No change | 59 | $6K |
| Orion Capital Management LLC | 0.00% | New | 57 | $6K |
| Curio Wealth, LLC | 0.00% | — | 54 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -78.0% | 40 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 40 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -94.0% | 40 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 35 | $4K |
| Security National Bank | 0.00% | New | 31 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 29 | $3K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 25 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 23 | $2K |
| Hemington Wealth Management | 0.00% | New | 24 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 18 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -91.5% | 10 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 10 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 8 | $805 |
| Main Street Group, LTD | 0.00% | Reduce -80.0% | 5 | $503 |
| Key Financial Inc | 0.00% | No change | 5 | $503 |
| Smartleaf Asset Management LLC | 0.00% | New | 5 | $502 |
| Financial Life Planners | 0.00% | — | 4 | $405 |
| Maryland Capital Advisors Inc. | 0.00% | New | 4 | $403 |
| Arax Advisory Partners | 0.00% | No change | 4 | $403 |
| Transcendent Capital Group LLC | 0.00% | No change | 4 | $402 |
| Synergy Asset Management, LLC | 0.00% | New | 2 | $203 |
| Clark Wealth Partners | 0.00% | — | 1 | $101 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -100.0% | 1 | $101 |
| WR Wealth Planners, LLC | 0.00% | Reduce -83.3% | 1 | $101 |
"% 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.