iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q1 2025 (March 31)656holders +30
80new positions
44sold out
3famous investors
$102.81avg. 13F price*
At the end of Q1 2025, 656 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 30 from Q4 2024. 80 opened new positions and 44 sold out. The largest holders were BlackRock, Inc. ($2.9B), Betterment LLC ($395.5M) and FMR LLC ($327.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 80 | $302.2M |
| Exits | 44 | $60.0M |
All 13F filers, Q4 2024 → Q1 2025: 13,013,020 shares bought and 2,625,019 shares sold, net +10,388,001 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 656 holders
| BlackRock, Inc. | 0.06% | Add +13.7% | 28,353,081 | $2.9B |
| Betterment LLC | 0.94% | Reduce -5.6% | 3,822,211 | $395.5M |
| FMR LLC | 0.02% | Reduce -4.3% | 3,168,302 | $327.8M |
| Modera Wealth Management, LLC | 2.74% | Add +3.3% | 1,957,487 | $202.5M |
| Ritholtz Wealth Management | 5.50% | Add +13.1% | 1,777,451 | $183.9M |
| LPL Financial LLC | 0.06% | Add +4.3% | 1,604,696 | $166.0M |
| Morgan Stanley | 0.01% | Add +12.0% | 1,358,208 | $140.5M |
| JPMorgan Chase & Co. | 0.01% | Add +117.6% | 1,150,642 | $119.1M |
| 3EDGE Asset Management, LP | 7.69% | Reduce -13.3% | 1,093,437 | $113.1M |
| Partners Capital Investment Group, LLP | 1.74% | Add +51.9% | 994,985 | $103.0M |
| Dynasty Wealth Management, LLC | 1.63% | Add +115.2% | 946,182 | $97.9M |
| Bank of America Corp. | 0.01% | Reduce -21.7% | 943,889 | $97.7M |
| Wealthcare Advisory Partners LLC | 2.59% | Add +3.9% | 933,682 | $96.6M |
| O'shaughnessy Asset Management, LLC | 0.77% | Add +10.3% | 921,891 | $95.4M |
| Quotient Wealth Partners, LLC | 2.99% | Add +108.5% | 904,284 | $93.6M |
| Renaissance Technologies | 0.14% | Add +93.5% | 902,300 | $93.4M |
| Assetmark, Inc. | 0.24% | Add +47.8% | 855,388 | $88.5M |
| Wealthcare Capital Management LLC | 8.13% | Add +0.3% | 775,136 | $80.2M |
| Destination Wealth Management | 2.42% | Add +2.6% | 741,426 | $76.7M |
| Flputnam Investment Management Co. | 1.44% | Add +4.9% | 740,606 | $76.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +37.8% | 711,315 | $73.6M |
| State Street Corp. | 0.00% | Reduce -5.8% | 638,882 | $66.1M |
| Modern Wealth Management, LLC | 2.06% | Reduce -2.3% | 622,991 | $64.5M |
| Haverford Trust Co | 0.64% | Add +3.0% | 610,484 | $63.2M |
| Ameriprise Financial Inc. | 0.02% | Add +11.4% | 585,501 | $60.6M |
| AlTi Global, Inc. | 1.57% | Reduce -11.1% | 579,377 | $59.9M |
| Elm Partners Management LLC | 3.71% | Add +209.7% | 556,718 | $57.6M |
| Cerity Partners LLC | 0.12% | Add +5.1% | 542,458 | $55.9M |
| Martin & Co. Inc. | 10.74% | New | 537,540 | $55.6M |
| Keating Investment Counselors Inc. | 15.76% | Reduce -3.4% | 504,998 | $52.3M |
| SCS Capital Management LLC | 0.65% | Add +64.2% | 495,768 | $51.3M |
| Tortoise Investment Management, LLC | 5.31% | Add +6.5% | 492,944 | $51.0M |
| Raymond James Financial Inc. | 0.02% | Add +21.5% | 488,546 | $50.5M |
| M. Kulyk & Associates, LLC | 11.43% | Reduce -7.3% | 482,893 | $50.0M |
| Victory Capital Management Inc. | 0.05% | Add +17.4% | 434,451 | $45.0M |
| CENTRAL TRUST Co | 1.09% | Add +3.1% | 430,063 | $44.5M |
| LVW Advisors, LLC | 4.97% | Add +4.7% | 398,597 | $41.2M |
| Cetera Investment Advisers | 0.08% | Add +5.0% | 390,586 | $40.4M |
| Sigma Investment Counselors Inc. | 2.41% | Add +1.6% | 380,458 | $39.4M |
| Summitry LLC | 1.95% | Reduce -1.1% | 371,070 | $38.4M |
| Wells Fargo & Company | 0.01% | Reduce -2.0% | 368,227 | $38.1M |
| Integrated Wealth Concepts LLC | 0.41% | Add +14.3% | 337,481 | $34.9M |
| Gould Asset Management LLC | 6.67% | Add +6.3% | 312,662 | $32.4M |
| New York Life Investment Management LLC | 0.33% | Reduce -6.6% | 310,126 | $32.1M |
| World Investment Advisors | 0.83% | New | 308,537 | $31.9M |
| Abacus Planning Group, Inc. | 5.50% | Add +5.8% | 303,160 | $31.4M |
| Austin Asset Management Co Inc | 6.17% | Reduce -1.9% | 272,255 | $28.2M |
| Kelman-Lazarov, Inc. | 4.95% | Add +4.1% | 263,406 | $27.3M |
| Empowered Funds, LLC | 0.38% | Add +1.9% | 259,050 | $26.8M |
| Prime Capital Investment Advisors, LLC | 0.31% | Add +29.1% | 254,315 | $26.3M |
| Pure Financial Advisors, LLC | 0.53% | Reduce -3.9% | 242,653 | $25.1M |
| Rockland Trust Co. | 1.22% | Add +5.6% | 234,849 | $24.3M |
| JSF Financial, LLC | 6.31% | New | 231,040 | $23.9M |
| MAI Capital Management | 0.18% | Add +3.8% | 229,708 | $23.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +6.0% | 226,878 | $23.5M |
| Royal Bank of Canada | 0.01% | Add +21.9% | 223,220 | $23.1M |
| Thrive Capital Management, LLC | 13.77% | New | 455,294 | $23.0M |
| Baker Avenue Asset Management, LP | 0.72% | New | 221,210 | $22.9M |
| Sensible Financial Planning & Management, LLC. | 4.48% | Add +2.6% | 216,913 | $22.4M |
| Evoke Wealth, LLC | 0.56% | Add +516.4% | 208,130 | $21.5M |
| UBS Group AG | 0.00% | Add +8.5% | 207,018 | $21.4M |
| ProVise Management Group, LLC | 1.79% | Add +8.7% | 203,370 | $21.0M |
| HighTower Advisors, LLC | 0.03% | Add +3.4% | 203,272 | $21.0M |
| Prime Buchholz LLC | 7.12% | Add +14.3% | 197,045 | $20.4M |
| Jane Street Group, LLC | 0.04% | New | 195,518 | $20.2M |
| CI Investments Inc. | 0.09% | Add +70.1% | 195,425 | $20.2M |
| Parkside Advisors LLC | 4.84% | Reduce -0.2% | 194,417 | $20.1M |
| Stordahl Capital Management, Inc. | 4.70% | Add +1.2% | 191,471 | $19.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.51% | Reduce -2.8% | 190,663 | $19.7M |
| Townsquare Capital LLC | 0.20% | Add +3.4% | 185,852 | $19.2M |
| Jeppson Wealth Management, LLC | 6.97% | Reduce -0.1% | 183,940 | $19.0M |
| Portland Global Advisors LLC | 2.38% | Add +1.6% | 182,440 | $18.9M |
| Parcion Private Wealth LLC | 1.54% | New | 182,122 | $18.8M |
| Creative Planning | 0.02% | Reduce -1.6% | 181,608 | $18.8M |
| Jacobson & Schmitt Advisors, LLC | 3.83% | Add +3.8% | 181,317 | $18.8M |
| SoundView Advisors Inc. | 7.27% | Add +2.2% | 170,225 | $17.6M |
| Ancora Advisors LLC | 0.38% | Add +3.7% | 166,056 | $17.2M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -1.8% | 165,323 | $17.1M |
| Corient Private Wealth LP | 0.03% | Reduce -4.8% | 161,485 | $16.7M |
| Kwmg, LLC | 1.68% | Add +2.0% | 159,846 | $16.5M |
| Walker Financial Services, Inc. | 8.49% | Add +11.5% | 156,640 | $16.2M |
| Arkansas Financial Group, Inc. | 2.79% | Add +10.7% | 157,354 | $16.1M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -3.1% | 153,142 | $15.8M |
| Financial Gravity Asset Management, Inc. | 3.45% | — | 152,982 | $15.8M |
| Talon Private Wealth, LLC | 2.06% | Reduce -7.7% | 149,344 | $15.4M |
| Blueprint Investment Partners LLC | 2.79% | New | 147,365 | $15.2M |
| Capitolis Liquid Global Markets LLC | 0.13% | New | 147,100 | $15.2M |
| Family Firm, Inc. | 3.39% | Add +2.1% | 146,868 | $15.2M |
| Amundi | 0.01% | No change | 138,000 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +220.6% | 136,055 | $14.1M |
| Commonwealth Equity Services, LLC | 0.02% | Add +16.6% | 135,711 | $14.0M |
| Stadion Money Management, LLC | 1.38% | Reduce -6.7% | 133,902 | $13.9M |
| Guggenheim Capital LLC | 0.13% | Add +0.6% | 133,256 | $13.8M |
| Burt Wealth Advisors | 3.44% | Add +4.5% | 132,649 | $13.7M |
| Galvin, Gaustad & Stein, LLC | 1.24% | Add +0.4% | 132,295 | $13.7M |
| Valmark Advisers, Inc. | 0.21% | Add +0.8% | 132,219 | $13.7M |
| Mutual Advisors, LLC | 0.39% | Add +325.2% | 131,492 | $13.6M |
| American Money Management, LLC | 2.45% | Add +4.1% | 124,657 | $12.9M |
| AJ Advisors, LLC | 6.49% | Add +1.6% | 122,550 | $12.7M |
| First National Trust Co | 0.51% | Add +3398.9% | 122,461 | $12.7M |
| Stifel Financial Corp. | 0.01% | Reduce -0.2% | 121,582 | $12.6M |
| Municipal Employees' Retirement System of Michigan | 0.16% | No change | 121,200 | $12.5M |
| Greenline Partners, LLC | 1.78% | Reduce -45.0% | 118,892 | $12.3M |
| BIP Wealth, LLC | 0.80% | Add +4.7% | 118,848 | $12.3M |
| MML Investors Services, LLC | 0.04% | Add +35.7% | 117,713 | $12.2M |
| Beacon Pointe Advisors, LLC | 0.13% | Reduce -7.9% | 114,734 | $11.9M |
| Exencial Wealth Advisors, LLC | 0.43% | Add +12.1% | 112,994 | $11.7M |
| Columbus Macro, LLC | 1.54% | Add +0.1% | 112,886 | $11.7M |
| IFG Advisory, LLC | 0.63% | Add +1.4% | 109,998 | $11.4M |
| Holcombe Financial, Inc. | 8.97% | Add +1.4% | 104,428 | $10.8M |
| Northland Capital Management LLC | 7.25% | Reduce -45.5% | 103,542 | $10.7M |
| NBT Bank, N.A. | 0.76% | Add +17.8% | 101,673 | $10.5M |
| Alesco Advisors, LLC, An ESL Co | 0.33% | Reduce -2.9% | 101,179 | $10.5M |
| NewEdge Advisors, LLC | 0.06% | Add +143.2% | 100,698 | $10.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -35.6% | 99,380 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +3.7% | 99,191 | $10.3M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +3.7% | 99,191 | $10.3M |
| Courier Capital LLC | 0.66% | Reduce -0.4% | 97,846 | $10.1M |
| McMorgan & Co. LLC | 1.52% | New | 92,085 | $9.5M |
| Brookstone Capital Management | 0.14% | Reduce -34.4% | 91,594 | $9.5M |
| Estate Counselors, LLC | 0.94% | New | 87,915 | $9.1M |
| Truist Financial Corp. | 0.01% | Add +3.3% | 87,733 | $9.1M |
| Leavell Investment Management, Inc. | 0.45% | Add +15.3% | 87,642 | $9.1M |
| Ethos Financial Group, LLC | 0.79% | Add +0.3% | 81,943 | $8.2M |
| Summit Trail Advisors, LLC | 0.27% | Add +81.2% | 79,644 | $8.2M |
| Elevate Wealth Advisory, Inc. | 5.81% | Add +4.1% | 79,332 | $8.2M |
| Park Edge Advisors, LLC | 2.27% | Add +4.3% | 78,908 | $8.2M |
| Rockefeller Capital Management L.P. | 0.02% | Add +273.2% | 78,232 | $8.1M |
| Sterling Investment Advisors LLC | 4.39% | Add +5.2% | 75,328 | $7.8M |
| Pinnacle Financial Partners Inc | 0.16% | Add +61.8% | 74,719 | $7.7M |
| First Horizon Advisors, Inc. | 0.21% | Add +2.9% | 72,192 | $7.5M |
| Aptus Capital Advisors, LLC | 0.08% | Add +63.0% | 71,503 | $7.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +11.3% | 70,777 | $7.3M |
| Blair William & Co. | 0.02% | Reduce -0.2% | 66,045 | $6.8M |
| Bleakley Financial Group, LLC | 0.22% | Add +1.2% | 65,682 | $6.8M |
| Lutz Financial Services LLC | 0.55% | Add +10.0% | 65,429 | $6.8M |
| First Trust Bank, Ltd. | 24.84% | No change | 65,390 | $6.8M |
| Pure Portfolios Holdings LLC | 2.47% | Add +5.8% | 65,044 | $6.7M |
| Penobscot Wealth Management | 2.82% | New | 64,825 | $6.7M |
| Sugar Maple Asset Management, LLC | 5.28% | Add +7.9% | 64,779 | $6.7M |
| City State Bank | 2.21% | Add +9.8% | 64,743 | $6.7M |
| Integris Wealth Management, LLC | 1.86% | Add +4.6% | 63,053 | $6.5M |
| Equita Financial Network, Inc. | 2.23% | Add +8.0% | 61,637 | $6.4M |
| Quadcap Wealth Management, LLC | 0.93% | Add +19.4% | 61,618 | $6.4M |
| Baird Financial Group, Inc. | 0.01% | Add +7.7% | 61,593 | $6.4M |
| Trivant Custom Portfolio Group, LLC | 3.62% | Add +13.4% | 60,772 | $6.3M |
| Spartan Planning & Wealth Management | 5.95% | New | 59,303 | $6.1M |
| Henderson Brothers Financial Partners, LLC | 2.95% | — | 57,600 | $5.9M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Add +6.4% | 56,554 | $5.9M |
| Fischer Financial Services, Inc. | 1.88% | Add +6.5% | 56,425 | $5.8M |
| Cascade Financial Partners, LLC | 0.72% | Add +48.3% | 55,241 | $5.7M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +18.7% | 54,396 | $5.6M |
| Performance Wealth Partners, LLC | 0.20% | Reduce -0.1% | 54,019 | $5.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -2.7% | 53,500 | $5.5M |
| Alhambra Investment Management LLC | 2.81% | Reduce -2.0% | 52,678 | $5.5M |
| NorthCrest Asset Manangement, LLC | 0.16% | Reduce -13.3% | 52,129 | $5.4M |
| Signet Financial Management, LLC | 0.70% | Reduce -6.9% | 50,421 | $5.2M |
| Blueprint Financial Advisors LLC | 2.81% | — | 50,022 | $5.2M |
| New Capital Management LP | 1.46% | Reduce -53.8% | 49,026 | $5.1M |
| Mgo One Seven LLC | 0.20% | Add +10.7% | 48,875 | $5.1M |
| Straight Path Wealth Management | 2.04% | New | 48,695 | $5.0M |
| Kure Advisory, LLC | 3.79% | — | 48,544 | $5.0M |
| Altiora Financial Group, LLC | 1.06% | Add +4.3% | 48,373 | $5.0M |
| Wealthcare Capital Partners, LLC | 2.55% | Reduce -14.6% | 47,980 | $5.0M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Reduce -2.7% | 47,813 | $4.9M |
| Farther Finance Advisors, LLC | 0.13% | Add +1580.8% | 47,885 | $4.9M |
| Mackenzie Financial Corp. | 0.01% | Reduce -10.8% | 47,300 | $4.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -31.7% | 47,257 | $4.9M |
| Hillcrest Wealth Advisors - NY, LLC | 2.42% | Reduce -15.7% | 47,225 | $4.9M |
| Cornerstone Financial Group, LLC | 4.37% | Add +0.7% | 47,559 | $4.9M |
| Perigon Wealth Management, LLC | 0.12% | Reduce -1.9% | 46,830 | $4.8M |
| Bank of New York Mellon Corp | 0.00% | New | 46,344 | $4.8M |
| Citadel Advisors | 0.00% | New | 45,560 | $4.7M |
| Lake Hills Wealth Management, LLC | 3.25% | Add +59.7% | 45,413 | $4.7M |
| Arcataur Capital Management LLC | 1.60% | Reduce -3.7% | 45,319 | $4.7M |
| Equitable Holdings, Inc. | 0.04% | Add +90.6% | 44,487 | $4.6M |
| Friedenthal Financial | 2.73% | Add +11.2% | 44,176 | $4.6M |
| Dogwood Wealth Management LLC | 2.36% | Reduce -11.0% | 43,391 | $4.5M |
| Alliance Wealth Advisors, LLC | 1.17% | Add +11.6% | 43,321 | $4.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +91.8% | 41,836 | $4.3M |
| Royal Harbor Partners, LLC | 1.66% | New | 41,358 | $4.3M |
| Cibc World Market Inc. | 0.01% | Add +3.3% | 41,149 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +86.4% | 41,000 | $4.2M |
| Echo45 Advisors LLC | 2.67% | Reduce -2.0% | 38,572 | $4.0M |
| Fifth Third Securities, Inc. | 0.34% | Add +5.6% | 38,494 | $4.0M |
| Wilshire Advisors LLC | 12.07% | Add +17.1% | 356,127 | $3.8M |
| Trilogy Capital Inc. | 0.20% | Reduce -75.8% | 36,688 | $3.8M |
| D L Carlson Investment Group Inc. | 0.73% | Add +1018.2% | 36,510 | $3.8M |
| CreativeOne Wealth, LLC | 0.11% | Add +15.5% | 35,296 | $3.7M |
| Portside Wealth Group, LLC | 0.59% | Add +6.6% | 35,183 | $3.6M |
| Nations Financial Group Inc, /Ia/ | 0.28% | Add +10.5% | 35,158 | $3.6M |
| CFS Investment Advisory Services, LLC | 0.32% | Add +0.2% | 34,835 | $3.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -24.6% | 34,158 | $3.5M |
| Soltis Investment Advisors LLC | 0.31% | Reduce -1.2% | 33,837 | $3.5M |
| CHB Investment Group, LLC | 1.85% | Add +5.0% | 33,611 | $3.5M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.10% | Add +124.8% | 23,347 | $3.5M |
| Algorithmic Investment Models, LLC | 2.56% | Add +20.4% | 33,526 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +121.5% | 33,357 | $3.5M |
| Slow Capital, Inc. | 0.46% | Reduce -6.3% | 33,167 | $3.4M |
| BTG Pactual Asset Management US LLC | 0.44% | Add +0.9% | 32,843 | $3.4M |
| Altfest L J & Co. Inc. | 0.43% | Reduce -85.1% | 32,796 | $3.4M |
| Stone Summit Wealth LLC | 1.14% | Add +21.2% | 32,631 | $3.4M |
| Physician Wealth Advisors, Inc. | 0.58% | Add +0.6% | 32,587 | $3.4M |
| Copia Wealth Management | 3.04% | Add +3.9% | 31,742 | $3.3M |
| Passive Capital Management, LLC. | 1.04% | Add +0.5% | 31,592 | $3.3M |
| Synergy Asset Management, LLC | 0.41% | Add +1556200.0% | 31,126 | $3.2M |
| Home Federal Bank of Tennessee | 0.94% | Reduce -0.8% | 30,629 | $3.2M |
| Silver Oak Securities, Incorporated | 0.29% | Add +14.1% | 29,994 | $3.1M |
| IFP Advisors, Inc | 0.10% | Add +303.6% | 29,816 | $3.1M |
| Madden Advisory Services, Inc. | 1.43% | Add +1.2% | 29,736 | $3.1M |
| Signal Advisors Wealth, LLC | 0.30% | Add +65.3% | 29,332 | $3.0M |
| James Investment Research, Inc. | 0.38% | Add +1.9% | 29,080 | $3.0M |
| Whalen Wealth Management Inc. | 2.01% | New | 29,060 | $3.0M |
| Savant Capital, LLC | 0.03% | Add +9.1% | 29,037 | $3.0M |
| Focus Partners Wealth | 0.01% | Reduce -5.6% | 28,792 | $3.0M |
| Certior Financial Group, LLC | 2.37% | Reduce -2.8% | 27,700 | $2.9M |
| RFG Advisory, LLC | 0.08% | Add +139.6% | 27,639 | $2.9M |
| Choreo, LLC | 0.04% | Reduce -7.1% | 27,541 | $2.8M |
| Retireful, LLC | 2.69% | Reduce -31.3% | 23,351 | $2.8M |
| Tidal Investments LLC | 0.02% | Reduce -9.4% | 27,324 | $2.8M |
| Financial Advocates Investment Management | 0.20% | Add +113.9% | 27,750 | $2.8M |
| Cambridge Associates LLC /Ma/ | 0.08% | Add +22.6% | 26,871 | $2.8M |
| Fairview Capital Investment Management, LLC | 0.15% | Add +11.6% | 26,796 | $2.8M |
| Advisor Resource Council | 0.22% | Add +566.8% | 26,377 | $2.7M |
| Maltin Wealth Management, Inc. | 1.26% | Add +4.9% | 25,920 | $2.7M |
| Hudson Portfolio Management LLC | 2.56% | Add +10.3% | 25,805 | $2.7M |
| Beckerman Institutional, LLC | 1.91% | Add +8.0% | 25,484 | $2.6M |
| Fortis Advisors, LLC | 1.69% | Add +0.1% | 25,052 | $2.6M |
| Peak Financial Management, Inc. | 0.76% | Add +1.0% | 24,648 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.49% | Reduce -0.4% | 24,641 | $2.5M |
| Heck Capital Advisors, LLC | 0.29% | Reduce -0.9% | 24,534 | $2.5M |
| Jones Financial Companies LLLP | 0.00% | Add +41.0% | 24,403 | $2.5M |
| Breakwater Capital Group | 0.45% | Reduce -2.3% | 24,344 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.8% | 23,607 | $2.4M |
| Ignite Planners, LLC | 0.47% | Add +114.8% | 23,485 | $2.4M |
| Brooklyn FI, LLC | 0.73% | Add +18.7% | 22,754 | $2.4M |
| Lazari Capital Management, Inc. | 0.96% | Reduce -3.5% | 22,630 | $2.3M |
| Phillips Financial Management, LLC | 0.18% | Reduce -2.7% | 22,602 | $2.3M |
| LifeGuide Financial Advisors, LLC | 0.95% | Reduce -3.5% | 22,481 | $2.3M |
| Strategic Blueprint, LLC | 0.13% | New | 22,366 | $2.3M |
| Trek Financial, LLC | 0.17% | New | 22,147 | $2.3M |
| Sigma Planning Corp | 0.07% | Add +4.7% | 22,066 | $2.3M |
| Chesley Taft & Associates LLC | 0.11% | Add +6.8% | 22,036 | $2.3M |
| Independent Wealth Network Inc. | 0.89% | Add +11.5% | 21,539 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | Add +27.6% | 21,378 | $2.2M |
| Bell Investment Advisors, Inc | 0.41% | Add +3.6% | 21,368 | $2.2M |
| Advisory Services Network, LLC | 0.04% | Add +198.6% | 21,120 | $2.2M |
| Belpointe Asset Management LLC | 0.11% | Reduce -27.6% | 20,481 | $2.1M |
| Portland Financial Advisors Inc | 5.41% | Add +0.2% | 20,446 | $2.1M |
| Creative Financial Designs Inc. | 0.17% | Add +6.6% | 20,065 | $2.1M |
| DMC Group, LLC | 1.69% | Add +33.3% | 20,034 | $2.1M |
| Citigroup Inc. | 0.00% | Reduce -0.3% | 19,928 | $2.1M |
| BridgePort Financial Solutions, LLC | 0.91% | Add +0.0% | 19,582 | $2.0M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -0.3% | 19,748 | $2.0M |
| Arete Wealth Advisors, LLC | 0.15% | Reduce -6.3% | 19,471 | $2.0M |
| Fairway Wealth LLC | 0.74% | Add +5.2% | 19,356 | $2.0M |
| Martin Capital Partners, LLC | 2.39% | Reduce -5.3% | 19,326 | $2.0M |
| Captrust Financial Advisors | 0.01% | Reduce -6.3% | 19,079 | $2.0M |
| Montecito Bank & Trust | 0.34% | Add +260.2% | 18,730 | $1.9M |
| HBW Advisory Services LLC | 0.28% | Reduce -19.2% | 18,716 | $1.9M |
| Investment Partners Asset Management, Inc. | 1.50% | Add +6.8% | 18,519 | $1.9M |
| Chicago Partners Investment Group LLC | 0.06% | Add +9.0% | 18,327 | $1.9M |
| Evexia Wealth LLC | 0.68% | Add +2.6% | 18,278 | $1.9M |
| Sharper & Granite LLC | 0.73% | Add +14.8% | 17,100 | $1.8M |
| Wealthspire Retirement, LLC | 0.14% | Reduce -2.1% | 16,904 | $1.7M |
| NorthCoast Asset Management LLC | 0.01% | New | 16,847 | $1.7M |
| Tritonpoint Wealth, LLC | 0.17% | Add +88.1% | 16,758 | $1.7M |
| Park Avenue Securities LLC | 0.02% | Add +701.5% | 16,631 | $1.7M |
| Brown Wealth Management, LLC | 0.59% | Add +1.3% | 16,535 | $1.7M |
| Fermata Advisors, LLC | 0.30% | Add +10.1% | 16,217 | $1.7M |
| Silver Oak Wealth Advisors Services, LLC | 1.49% | Add +410.6% | 16,161 | $1.7M |
| Wallace Advisory Group, LLC | 1.15% | Add +152.4% | 16,567 | $1.7M |
| Pinnacle Wealth Management Group, Inc. | 1.16% | Reduce -19.1% | 16,047 | $1.7M |
| Roundview Capital LLC | 0.12% | No change | 15,688 | $1.6M |
| One Wealth Map LLC | 1.08% | Reduce -2.5% | 15,778 | $1.6M |
| Csenge Advisory Group | 0.09% | Add +115.9% | 15,587 | $1.6M |
| Prairie Wealth Advisors, Inc. | 0.78% | Reduce -3.0% | 15,312 | $1.6M |
| RDA Financial Network | 0.47% | Reduce -9.9% | 15,180 | $1.6M |
| Successful Portfolios LLC | 1.06% | Reduce -4.2% | 15,123 | $1.6M |
| Foundations Investment Advisors, LLC | 0.03% | Add +49.9% | 15,100 | $1.6M |
| Mariner, LLC | 0.00% | Add +5.4% | 15,004 | $1.6M |
| Cwm, LLC | 0.01% | Reduce -42.2% | 14,423 | $1.5M |
| Heritage Investment Group, Inc. | 0.28% | Reduce -4.9% | 14,406 | $1.5M |
| XY Planning Network, Inc. | 0.98% | Reduce -13.0% | 14,257 | $1.5M |
| Sellwood Investment Partners LLC | 0.76% | Add +2.7% | 14,074 | $1.5M |
| Carr Financial Group Corp | 0.48% | Add +0.1% | 14,046 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.46% | Add +0.3% | 13,922 | $1.4M |
| Virtus Family Office LLC | 1.84% | Add +0.1% | 13,845 | $1.4M |
| VERITY Wealth Advisors | 1.06% | No change | 13,841 | $1.4M |
| First PREMIER Bank | 0.35% | Add +1.7% | 13,502 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +20.6% | 13,315 | $1.4M |
| Canandaigua National Bank & Trust Co. | 0.14% | Reduce -20.8% | 13,264 | $1.4M |
| Whittier Trust Co. | 0.02% | Add +3.9% | 13,230 | $1.4M |
| Evelyn Partners Investment Management LLP | 0.05% | No change | 13,117 | $1.4M |
| VanderPol Investments L.L.C. | 2.86% | Add +3.0% | 13,069 | $1.4M |
| DecisionMap Wealth Management, LLC | 1.02% | Add +106.8% | 12,955 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +4.5% | 12,764 | $1.3M |
| Curbstone Financial Management Corp | 0.28% | No change | 12,750 | $1.3M |
| Comprehensive Money Management Services LLC | 1.05% | Reduce -2.7% | 12,584 | $1.3M |
| GTS Securities LLC | 0.06% | Add +58.2% | 12,407 | $1.3M |
| TAGStone Capital, Inc. | 0.63% | Add +4.1% | 12,375 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.41% | No change | 12,517 | $1.3M |
| Patten Group, Inc. | 0.29% | Add +50.0% | 12,114 | $1.3M |
| Sowell Financial Services LLC | 0.06% | Add +11.9% | 12,096 | $1.3M |
| Breakwater Investment Management | 0.53% | Add +0.9% | 12,003 | $1.2M |
| Tidemark, LLC | 0.45% | Reduce -3.9% | 11,925 | $1.2M |
| Matrix Trust Co | 0.20% | Add +344.0% | 11,659 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +36.0% | 11,508 | $1.2M |
| Gibbs Wealth Management | 0.29% | Reduce -0.8% | 11,492 | $1.2M |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -12.8% | 11,328 | $1.2M |
| Sagespring Wealth Partners, LLC | 0.03% | New | 11,300 | $1.2M |
| Relyea Zuckerberg Hanson LLC | 0.15% | No change | 11,044 | $1.1M |
| Capasso Planning Partners LLC | 0.48% | Reduce -8.9% | 11,023 | $1.1M |
| Cable Hill Partners, LLC | 0.11% | Reduce -12.6% | 10,963 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -33.5% | 10,875 | $1.1M |
| Lord & Richards Wealth Management, LLC | 1.27% | Add +134.8% | 10,834 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -24.2% | 10,813 | $1.1M |
| Roberts Glore & Co. Inc. | 0.33% | Add +28.4% | 10,577 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.18% | New | 10,503 | $1.1M |
| Corepath Wealth Partners LLC | 0.99% | Reduce -14.7% | 10,085 | $1.0M |
| Nwam LLC | 0.09% | Reduce -3.0% | 9,944 | $1.0M |
| Freedom Investment Management, Inc. | 0.08% | Add +13.7% | 9,678 | $1.0M |
| Gilliland Jeter Wealth Management LLC | 0.35% | Add +0.0% | 9,633 | $997K |
| L. Roy Papp & Associates, LLP | 0.12% | No change | 9,400 | $973K |
| Prospera Financial Services Inc | 0.02% | Add +178.4% | 9,395 | $972K |
| Country Club Bank | 0.06% | Add +2.7% | 9,016 | $932K |
| Joseph P. Lucia & Associates, LLC | 0.42% | Reduce -1.1% | 8,983 | $929K |
| Trademark Financial Management, LLC | 0.71% | Add +80.5% | 8,931 | $924K |
| LaSalle St. Investment Advisors, LLC | 0.22% | Reduce -1.5% | 8,905 | $921K |
| Rathbones Group PLC | 0.00% | Add +133.0% | 8,812 | $912K |
| Private Wealth Management Group, LLC | 0.34% | Reduce -0.8% | 8,783 | $909K |
| Latitude Advisors, LLC | 0.52% | Reduce -8.7% | 8,700 | $900K |
| Selective Wealth Management, Inc. | 0.39% | Reduce -1.6% | 8,766 | $897K |
| Snowden Capital Advisors LLC | 0.03% | No change | 8,612 | $891K |
| Matauro, LLC | 0.18% | Reduce -39.5% | 8,597 | $890K |
| GWN Securities Inc. | 0.05% | New | 8,587 | $889K |
| Strategic Financial Concepts, LLC | 0.17% | No change | 8,578 | $888K |
| Focus Financial Network, Inc. | 0.04% | Add +4.8% | 8,547 | $884K |
| Princeton Global Asset Management LLC | 0.17% | Reduce -12.5% | 8,503 | $880K |
| Arbor Investment Advisors, LLC | 0.12% | Reduce -25.8% | 8,426 | $872K |
| Comerica Bank | 0.00% | Add +19.6% | 8,347 | $864K |
| Amara Financial, Llc. | 0.79% | Reduce -2.9% | 8,297 | $859K |
| Continuum Wealth Advisors, LLC | 0.43% | Add +2.0% | 8,137 | $842K |
| Brookwood Investment Group LLC | 0.14% | — | 8,126 | $841K |
| Canandaigua National Trust Co of Florida | 0.73% | Reduce -0.4% | 7,987 | $826K |
| Private Trust Co. NA | 0.08% | Add +28.2% | 7,917 | $819K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 7,847 | $812K |
| Sanctuary Advisors, LLC | 0.01% | Add +48.2% | 7,711 | $798K |
| 360 Financial, Inc. | 0.29% | No change | 7,700 | $797K |
| Mendota Financial Group, LLC | 0.86% | New | 7,692 | $796K |
| Westover Capital Advisors, LLC | 0.18% | Reduce -1.9% | 7,680 | $795K |
| Northwest Wealth Management, LLC | 0.16% | Reduce -2.1% | 7,677 | $794K |
| Allworth Financial LP | 0.00% | Add +8.3% | 7,679 | $792K |
| WASHINGTON TRUST Co | 0.03% | Reduce -17.7% | 7,614 | $788K |
| One Wealth Advisors, LLC | 0.12% | New | 7,543 | $780K |
| Maripau Wealth Management LLC | 0.44% | Add +10.2% | 7,470 | $773K |
| Stephens Inc. | 0.01% | Add +20.6% | 7,406 | $766K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Reduce -28.1% | 7,437 | $764K |
| Waverly Advisors, LLC | 0.01% | Add +2.2% | 7,269 | $752K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +248.1% | 7,135 | $738K |
| Virtue Capital Management, LLC | 0.09% | Add +35.5% | 7,097 | $734K |
| Two Sigma Securities, LLC | 0.11% | New | 7,079 | $732K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.3% | 7,124 | $732K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +22.9% | 7,061 | $731K |
| Middleton & Co. Inc. | 0.08% | No change | 6,841 | $708K |
| Robinswood Financial LLC | 0.26% | Add +0.1% | 6,816 | $705K |
| Greenleaf Trust | 0.01% | Reduce -62.7% | 6,813 | $705K |
| Norden Group LLC | 0.08% | Reduce -1.2% | 6,780 | $702K |
| HRT Financial LP | 0.00% | New | 6,721 | $695K |
| Lodestar Private Asset Management LLC | 0.09% | Add +1.2% | 6,716 | $695K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.28% | Reduce -4.4% | 6,668 | $682K |
| Aquire Wealth Advisors, LLC | 0.21% | Reduce -40.1% | 6,579 | $681K |
| Acorn Financial Advisory Services Inc. | 0.12% | Reduce -14.1% | 6,533 | $676K |
| Buttonwood Financial Group, LLC | 0.39% | New | 6,556 | $671K |
| Empirical Asset Management, LLC | 0.23% | Add +11.8% | 6,476 | $670K |
| Insigneo Advisory Services, LLC | 0.07% | Add +52.8% | 6,454 | $668K |
| Independence Financial Advisors, LLC | 0.25% | — | 6,436 | $666K |
| United Asset Strategies, Inc. | 0.06% | Reduce -18.0% | 6,405 | $663K |
| Centaurus Financial, Inc. | 0.04% | Reduce -7.1% | 6,390 | $661K |
| Greenspring Advisors, LLC | 0.16% | Add +25.3% | 6,346 | $657K |
| Integrated Advisors Network LLC | 0.03% | Add +4.3% | 6,303 | $652K |
| Financial Network Wealth Advisors LLC | 0.85% | Add +219.8% | 6,285 | $650K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.6% | 6,217 | $643K |
| Disciplined Investments, LLC | 0.29% | Reduce -2.8% | 6,148 | $636K |
| ARK & TLK Investments, LLC | 0.22% | No change | 6,133 | $635K |
| Summit Financial, LLC | 0.02% | Add +16.9% | 6,048 | $626K |
| Ascent Group, LLC | 0.03% | Add +13.6% | 5,872 | $608K |
| Atlas Capital Advisors Inc. | 0.08% | Reduce -3.4% | 5,839 | $604K |
| Savvy Advisors, Inc. | 0.06% | Add +3.1% | 5,818 | $602K |
| VestGen Investment Management | 0.45% | Add +127.0% | 5,792 | $599K |
| LongView Wealth Management | 0.18% | Add +13.7% | 5,762 | $596K |
| 49 Wealth Management, LLC | 0.07% | Reduce -32.4% | 5,717 | $592K |
| Walter & Keenan Wealth Management LLC /in/ | 0.18% | Add +0.0% | 5,684 | $588K |
| Diversify Advisory Services, LLC | 0.04% | Reduce -11.0% | 5,666 | $586K |
| Factor Wealth Management LTD | 0.18% | Add +7.5% | 5,641 | $584K |
| Ted Buchan & Co | 0.28% | No change | 5,639 | $583K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -40.6% | 5,639 | $583K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.62% | Add +47.1% | 5,630 | $583K |
| Scotia Capital Inc. | 0.00% | Reduce -28.1% | 5,587 | $578K |
| Wealthspan Partners, LLC | 0.27% | Reduce -0.5% | 5,562 | $575K |
| LWM Advisory Services, LLC | 0.40% | Add +0.5% | 5,521 | $571K |
| Cardiff Park Advisors, LLC | 0.06% | Add +0.1% | 5,516 | $571K |
| Hilltop Holdings Inc. | 0.04% | Add +1.7% | 5,502 | $569K |
| Rik Saylor Financial, Inc. | 0.50% | Reduce -1.2% | 5,449 | $564K |
| Florida Financial Advisors, LLC | 0.22% | Add +38.9% | 5,292 | $548K |
| RHS Financial, LLC | 0.30% | Reduce -14.5% | 5,246 | $543K |
| CGN Advisors LLC | 0.05% | Reduce -6.8% | 5,228 | $541K |
| Potomac Fund Management Inc. | 0.24% | Reduce -13.6% | 5,209 | $535K |
| Atria Investments, Inc | 0.01% | Add +36.9% | 5,154 | $533K |
| Clear Investment Research, LLC | 0.71% | Add +0.2% | 5,150 | $533K |
| Avant Financial Advisors LLC | 0.48% | Add +3.2% | 5,125 | $530K |
| Lodestone Wealth Management LLC | 0.28% | Reduce -0.5% | 5,109 | $529K |
| J. W. Coons Advisors, LLC | 0.14% | Add +11.4% | 5,080 | $526K |
| Independent Financial Group, LLC | 0.02% | Add +12.5% | 5,062 | $524K |
| Clearstead Advisors, LLC | 0.01% | No change | 5,050 | $523K |
| Vestmark Advisory Solutions, Inc. | 0.01% | New | 5,048 | $522K |
| Sovran Advisors, LLC | 0.07% | Reduce -20.5% | 5,068 | $521K |
| Evelyn Partners Asset Management Ltd | 0.15% | Reduce -15.9% | 5,037 | $521K |
| Clear Creek Financial Management, LLC | 0.05% | New | 5,031 | $521K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -12.9% | 4,994 | $517K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 4,986 | $516K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +0.9% | 4,984 | $516K |
| Obermeyer Wealth Partners | 0.03% | Reduce -16.9% | 4,969 | $514K |
| Geneos Wealth Management Inc. | 0.02% | Add +97.4% | 4,968 | $514K |
| Atlatl Advisers LLC | 0.33% | Add +6349.4% | 4,966 | $514K |
| Vertex Planning Partners, LLC | 0.11% | No change | 4,953 | $512K |
| FC Advisory LLC | 0.17% | Add +0.1% | 4,933 | $510K |
| PBMares Wealth Management LLC | 0.10% | Reduce -11.7% | 4,921 | $509K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -2.5% | 4,897 | $507K |
| Cambridge Capital Management, LLC | 0.32% | Add +8.0% | 4,895 | $506K |
| LaFleur & Godfrey LLC | 0.07% | Reduce -0.8% | 4,858 | $503K |
| Prairiewood Capital, LLC | 0.20% | Reduce -3.9% | 4,828 | $500K |
| Stratos Investment Management, LLC | 0.03% | Add +4.6% | 4,771 | $494K |
| Continuum Advisory, LLC | 0.06% | Reduce -21.4% | 4,719 | $488K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -64.3% | 4,625 | $479K |
| Eq Wealth Advisors, LLC | 0.38% | New | 4,613 | $477K |
| Wealthspire Advisors, LLC | 0.00% | New | 4,605 | $476K |
| Synovus Financial Corp. | 0.01% | Reduce -26.1% | 4,579 | $474K |
| &partners | 0.01% | Reduce -23.0% | 4,574 | $473K |
| Composition Wealth, LLC | 0.01% | Reduce -49.9% | 4,556 | $471K |
| North Ridge Wealth Advisors, Inc. | 0.31% | No change | 4,540 | $470K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.9% | 4,400 | $455K |
| MADDEN SECURITIES Corp | 0.18% | Add +5.9% | 4,395 | $455K |
| JGP Wealth Management, LLC | 0.06% | Add +10.6% | 4,378 | $453K |
| Advisors Preferred, LLC | 0.06% | New | 4,394 | $451K |
| IHT Wealth Management, LLC | 0.01% | Reduce -21.4% | 4,351 | $450K |
| Engineers Gate Manager LP | 0.01% | New | 4,347 | $450K |
| Beacon Financial Advisory LLC | 0.14% | Reduce -11.5% | 4,342 | $449K |
| Elevation Capital Advisory, LLC | 0.19% | New | 4,277 | $443K |
| Rehmann Capital Advisory Group | 0.03% | Add +54.7% | 4,228 | $437K |
| Lee Financial Co | 0.07% | Reduce -1.4% | 4,177 | $432K |
| Ellis Investment Partners, LLC | 0.09% | Reduce -4.8% | 4,128 | $427K |
| Northern Trust Corp. | 0.00% | Reduce -7.9% | 4,127 | $427K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -4.0% | 4,107 | $425K |
| XTX Topco Ltd | 0.02% | New | 4,080 | $422K |
| ORG Partners LLC | 0.11% | Reduce -0.2% | 4,099 | $421K |
| Diversify Wealth Management, LLC | 0.03% | Reduce -18.6% | 4,026 | $416K |
| Delta Investment Management, LLC | 0.08% | Add +0.1% | 3,997 | $414K |
| Verdence Capital Advisors LLC | 0.03% | Add +12.4% | 3,995 | $413K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +34.5% | 3,974 | $411K |
| Grand Wealth Management, LLC | 0.22% | Reduce -19.8% | 3,912 | $405K |
| Sovereign Financial Group, Inc. | 0.09% | Reduce -6.0% | 3,909 | $404K |
| Topel & Distasi Wealth Management, LLC | 0.19% | Reduce -40.1% | 3,862 | $400K |
| Eagle Capital Management, LLC | 0.17% | No change | 3,812 | $394K |
| Napatree Capital LLC | 0.22% | No change | 3,785 | $392K |
| Adams Wealth Management | 0.08% | Add +2.8% | 3,766 | $390K |
| CacheTech Inc. | 0.08% | Add +2.8% | 3,766 | $390K |
| Echo Wealth Management, LLC | 0.26% | Add +22.2% | 3,682 | $381K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Add +0.2% | 3,605 | $372K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -0.8% | 3,559 | $368K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -42.6% | 3,511 | $363K |
| Toth Financial Advisory Corp. | 0.04% | No change | 3,500 | $362K |
| Core Wealth Partners LLC | 0.21% | No change | 3,468 | $359K |
| Atwater Malick LLC | 0.12% | No change | 3,409 | $353K |
| Ascentis Independent Advisors | 0.07% | Add +12.4% | 3,393 | $351K |
| Western Wealth Management, LLC | 0.02% | Add +48.3% | 3,348 | $346K |
| Keystone Financial Group, Inc. | 0.24% | New | 3,371 | $346K |
| Uptick Partners, LLC | 0.12% | Add +0.0% | 3,338 | $345K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.7% | 3,322 | $344K |
| Integrity Alliance, Llc. | 0.01% | New | 3,311 | $343K |
| Sykon Capital LLC | 0.13% | Reduce -49.2% | 3,300 | $341K |
| Market Street Wealth Management Advisors LLC | 0.06% | Add +0.7% | 3,300 | $341K |
| Advyzon Investment Management, LLC | 0.12% | Reduce -6.9% | 3,297 | $341K |
| Bank of Montreal | 0.00% | No change | 3,285 | $340K |
| M&T Bank Corp | 0.00% | No change | 3,253 | $337K |
| AE Wealth Management LLC | 0.00% | Reduce -67.5% | 3,218 | $333K |
| Aurelius Family Office LLC | 0.17% | Reduce -0.5% | 3,214 | $333K |
| Morton Community Bank | 0.09% | No change | 3,200 | $331K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $331K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.16% | Reduce -2.6% | 3,178 | $329K |
| Level Four Advisory Services, LLC | 0.01% | Add +6.7% | 3,168 | $328K |
| Retirement Capital Strategies | 0.12% | No change | 3,066 | $317K |
| TCFG Wealth Management, LLC | 0.16% | Reduce -1.4% | 3,048 | $315K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -17.2% | 3,021 | $313K |
| Boltwood Capital Management | 0.09% | New | 3,000 | $310K |
| Beaird Harris Wealth Management, LLC | 0.03% | No change | 2,963 | $307K |
| PFG Investments, LLC | 0.02% | Reduce -5.1% | 2,836 | $293K |
| Affinity Capital Advisors, LLC | 0.06% | New | 2,865 | $293K |
| Satovsky Asset Management LLC | 0.06% | Add +0.1% | 2,795 | $289K |
| Ameriflex Group, Inc. | 0.12% | Add +392.2% | 2,791 | $289K |
| West Wealth Group, LLC | 0.08% | New | 2,793 | $287K |
| US Bancorp \de | 0.00% | Add +0.1% | 2,749 | $284K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -9.2% | 2,742 | $284K |
| Tradewinds Capital Management, LLC | 0.08% | No change | 2,735 | $283K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 2,734 | $283K |
| Smith & Howard Wealth Management, LLC | 0.08% | No change | 2,734 | $283K |
| Birch Financial Group, LLC | 0.25% | Reduce -51.2% | 2,716 | $281K |
| CWA Asset Management Group, LLC | 0.01% | New | 2,716 | $281K |
| Millennium Management | 0.00% | New | 2,664 | $276K |
| Regimen Wealth, LLC | 0.09% | Reduce -0.4% | 2,656 | $275K |
| Spire Wealth Management | 0.01% | Reduce -60.8% | 2,656 | $275K |
| WealthShield Partners, LLC | 0.04% | New | 2,626 | $272K |
| Bravias Capital Group, LLC | 0.22% | No change | 2,605 | $270K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,580 | $267K |
| Northwest Capital Management Inc | 0.11% | No change | 2,567 | $266K |
| Prism Advisors, Inc. | 0.08% | Reduce -5.9% | 2,543 | $263K |
| Liberty Capital Management, Inc. | 0.06% | No change | 2,519 | $261K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $256K |
| SVB Wealth LLC | 0.01% | Reduce -20.7% | 2,455 | $254K |
| Lido Advisors, LLC | 0.00% | Reduce -8.6% | 2,445 | $253K |
| Accurate Wealth Management, LLC | 0.05% | Add +1.6% | 2,452 | $251K |
| John W. Brooker & Co., CPAs | 0.10% | New | 2,400 | $248K |
| Fiduciary Trust Co | 0.00% | New | 2,371 | $245K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -37.5% | 2,346 | $243K |
| FDx Advisors, Inc. | 0.08% | Reduce -7.1% | 2,330 | $241K |
| Castleview Partners, LLC | 0.16% | New | 2,313 | $239K |
| Pinkerton Wealth, LLC | 0.03% | New | 2,302 | $238K |
| BWM Planning, LLC | 0.10% | Reduce -4.1% | 2,285 | $236K |
| Elevation Wealth Partners, LLC | 0.10% | No change | 2,270 | $235K |
| Avior Wealth Management, LLC | 0.01% | Add +22.2% | 2,243 | $232K |
| Icon Wealth Advisors, LLC | 0.02% | New | 2,242 | $232K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,241 | $232K |
| Redwood Financial Network Corp | 0.17% | Reduce -2.5% | 2,215 | $229K |
| Eagle Bay Advisors LLC | 0.19% | Reduce -15.4% | 2,200 | $228K |
| High Falls Advisors, Inc | 0.05% | New | 2,183 | $226K |
| Kovack Advisors, Inc. | 0.02% | Reduce -13.3% | 2,171 | $225K |
| Tyche Wealth Partners LLC | 0.05% | New | 2,166 | $224K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -0.9% | 2,162 | $224K |
| Fifth Third Bancorp | 0.00% | Reduce -10.2% | 2,128 | $220K |
| Maxele Advisors, LLC | 0.21% | No change | 2,118 | $219K |
| FreeGulliver LLC | 0.11% | Reduce -4.5% | 2,112 | $219K |
| AlphaCore Capital LLC | 0.02% | New | 2,098 | $217K |
| Trustmark Bank Trust Department | 0.02% | Reduce -37.1% | 2,085 | $216K |
| First United Bank & Trust | 0.08% | Add +8.7% | 2,080 | $215K |
| Arkadios Wealth Advisors | 0.01% | Reduce -7.0% | 2,065 | $214K |
| Aprio Wealth Management, LLC | 0.03% | No change | 2,060 | $213K |
| Wedbush Securities Inc. | 0.01% | Reduce -45.6% | 2,050 | $212K |
| W.H. Cornerstone Investments Inc. | 0.15% | Add +0.1% | 2,043 | $211K |
| One Wealth Capital Management, LLC | 0.11% | New | 2,041 | $211K |
| Tanager Wealth Management LLP | 0.03% | Add +0.1% | 2,033 | $210K |
| Symmetry Partners, LLC | 0.03% | No change | 2,032 | $210K |
| Wbi Investments, LLC | 0.05% | Reduce -86.5% | 2,012 | $208K |
| WBH Advisory Inc. | 0.02% | No change | 2,000 | $207K |
| WNY Asset Management, LLC | 0.02% | Reduce -7.8% | 1,963 | $203K |
| Principal Securities, Inc. | 0.00% | No change | 1,959 | $197K |
| Capital Analysts, LLC | 0.01% | Add +24.0% | 1,631 | $169K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Add +0.1% | 1,569 | $162K |
| Ridgewood Investments LLC | 0.07% | Add +88.5% | 1,542 | $160K |
| Chesapeake Asset Management LLC | 0.15% | Add +26.9% | 1,510 | $156K |
| Harbour Investments, Inc. | 0.00% | Reduce -1.6% | 1,264 | $131K |
| Kiker Wealth Management, LLC | 0.08% | Reduce -51.5% | 1,111 | $115K |
| Barrett & Company, Inc. | 0.05% | No change | 1,051 | $109K |
| Legacy Bridge, LLC | 0.06% | No change | 1,030 | $107K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.9% | 1,029 | $106K |
| TD Capital Management LLC | 0.01% | Add +0.1% | 1,018 | $105K |
| Horizons Wealth Management | 0.08% | No change | 1,006 | $104K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.1% | 991 | $103K |
| Pflug Koory, LLC | 0.06% | Add +103.2% | 967 | $100K |
| Inlight Wealth Management, LLC | 0.06% | New | 959 | $99K |
| Garde Capital, Inc. | 0.01% | New | 940 | $97K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.04% | Add +243.5% | 924 | $96K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 800 | $83K |
| Kings Path Partners LLC | 0.04% | No change | 762 | $79K |
| Westside Investment Management, Inc. | 0.02% | No change | 737 | $76K |
| IMG Wealth Management, Inc. | 0.07% | Reduce -2.5% | 736 | $76K |
| Atala Financial Inc | 0.05% | No change | 694 | $72K |
| Clarity Asset Management, Inc. | 0.05% | Add +0.1% | 693 | $72K |
| American Capital Advisory, LLC | 0.04% | Reduce -2.1% | 652 | $67K |
| NFSG Corp | 0.02% | No change | 639 | $66K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -4.5% | 640 | $66K |
| Winnacle Wealth LLC | 0.06% | Reduce -83.2% | 606 | $63K |
| Gen-Wealth Partners Inc | 0.02% | New | 532 | $55K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 520 | $54K |
| Stone House Investment Management, LLC | 0.01% | New | 518 | $54K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 515 | $53K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 479 | $50K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +1.5% | 468 | $48K |
| Rossby Financial, LCC | 0.02% | New | 461 | $48K |
| Smartleaf Asset Management LLC | 0.00% | Add +7780.0% | 394 | $41K |
| Colonial Trust Co / SC | 0.01% | New | 383 | $40K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +34.0% | 382 | $40K |
| Cape Investment Advisory, Inc. | 0.01% | Add +35300.0% | 354 | $37K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $34K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 328 | $34K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -83.1% | 313 | $32K |
| Mather Group, Llc. | 0.00% | No change | 311 | $32K |
| AllSquare Wealth Management LLC | 0.02% | No change | 305 | $32K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +40.0% | 301 | $31K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -11.1% | 295 | $31K |
| HHM Wealth Advisors, LLC | 0.00% | New | 267 | $28K |
| Knuff & Co LLC | 0.01% | No change | 257 | $27K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 243 | $25K |
| Arcadia Investment Management Corp. | 0.00% | Reduce -30.0% | 210 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | New | 200 | $21K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 200 | $21K |
| PrairieView Partners, LLC | 0.00% | Reduce -20.2% | 202 | $20K |
| Larson Financial Group LLC | 0.00% | Reduce -2.3% | 168 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 165 | $17K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 165 | $17K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -27.3% | 141 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 140 | $14K |
| Deutsche Bank AG | 0.00% | No change | 131 | $14K |
| Lanark Financial, Inc. | 0.00% | — | 130 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | New | 125 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -87.5% | 119 | $12K |
| Parallel Advisors, LLC | 0.00% | Reduce -89.8% | 115 | $12K |
| Sound Income Strategies, LLC | 0.00% | Reduce -5.1% | 111 | $11K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -94.1% | 100 | $10K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -84.6% | 99 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +313.0% | 95 | $10K |
| WealthCollab, LLC | 0.01% | No change | 94 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 83 | $8K |
| HFM Investment Advisors, LLC | 0.00% | — | 81 | $8K |
| NewSquare Capital LLC | 0.00% | New | 80 | $8K |
| Rothschild Investment LLC | 0.00% | New | 79 | $8K |
| Tsfg, LLC | 0.00% | New | 75 | $8K |
| Briaud Financial Planning Inc | 0.00% | No change | 72 | $7K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +1.5% | 67 | $7K |
| Cornerstone Planning Group LLC | 0.00% | New | 63 | $6K |
| Collier Financial | 0.01% | New | 62 | $6K |
| Archer Investment Corp | 0.00% | No change | 59 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 57 | $6K |
| Curio Wealth, LLC | 0.00% | Reduce -96.3% | 2 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| Arax Advisory Partners | 0.00% | Add +1075.0% | 47 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 40 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | New | 37 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 35 | $4K |
| Compass Wealth Management LLC | 0.00% | New | 29 | $3K |
| McIlrath & Eck, LLC | 0.00% | No change | 29 | $3K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 25 | $3K |
| Raleigh Capital Management Inc. | 0.00% | New | 25 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 10 | $2K |
| Fourth Dimension Wealth, LLC | 0.00% | Reduce -97.5% | 18 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 18 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 11 | $1K |
| Hanson & Doremus Investment Management | 0.00% | New | 5 | $1K |
| Dunhill Financial, LLC | 0.00% | New | 11 | $882 |
| Salem Investment Counselors Inc. | 0.00% | No change | 8 | $828 |
| Global Wealth Strategies & Associates | 0.00% | New | 5 | $517 |
| Fortis Group Advisors, LLC | 0.00% | New | 3 | $310 |
| UMB Bank, n.a. | 0.00% | New | 2 | $207 |
| NorthRock Partners, LLC | 0.00% | New | 1 | $104 |
| 1 North Wealth Services LLC | 0.00% | New | 1 | $60 |
"% 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.