iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q2 2025 (June 30)757holders +101
142new positions
48sold out
4famous investors
$102.90avg. 13F price*
At the end of Q2 2025, 757 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 101 from Q1 2025. 142 opened new positions and 48 sold out. The largest holders were BlackRock, Inc. ($2.9B), Betterment LLC ($412.3M) and Envestnet Asset Management Inc. ($333.9M). 4 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares 0-5 Year Tips Bond E
- CUSIP
- 46429B747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 142 | $215.9M |
| Exits | 48 | $90.5M |
All 13F filers, Q1 2025 → Q2 2025: 13,361,441 shares bought and 3,972,531 shares sold, net +9,388,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 757 holders
| BlackRock, Inc. | 0.06% | Reduce -1.3% | 27,983,034 | $2.9B |
| Betterment LLC | 0.88% | Add +4.8% | 4,006,464 | $412.3M |
| Envestnet Asset Management Inc. | 0.10% | Add +356.2% | 3,245,078 | $333.9M |
| FMR LLC | 0.02% | Reduce -6.5% | 2,962,462 | $304.9M |
| LPL Financial LLC | 0.10% | Add +79.7% | 2,883,812 | $296.8M |
| Modera Wealth Management, LLC | 2.58% | Add +3.6% | 2,027,657 | $208.7M |
| Ritholtz Wealth Management | 4.60% | Add +13.9% | 2,024,720 | $208.4M |
| Morgan Stanley | 0.01% | Add +31.6% | 1,787,537 | $184.0M |
| Bank of America Corp. | 0.01% | Add +71.1% | 1,615,034 | $166.2M |
| JPMorgan Chase & Co. | 0.01% | Add +34.1% | 1,543,492 | $158.8M |
| 3EDGE Asset Management, LP | 7.14% | Add +2.1% | 1,116,519 | $114.9M |
| Wealthcare Advisory Partners LLC | 2.40% | Add +9.6% | 1,023,587 | $105.3M |
| O'shaughnessy Asset Management, LLC | 0.69% | Add +7.1% | 986,933 | $101.6M |
| Dynasty Wealth Management, LLC | 1.63% | Reduce -1.5% | 931,850 | $95.9M |
| Quotient Wealth Partners, LLC | 2.81% | Add +2.6% | 928,140 | $95.5M |
| Assetmark, Inc. | 0.20% | Reduce -2.2% | 836,908 | $86.1M |
| Partners Capital Investment Group, LLP | 3.40% | Reduce -17.9% | 816,725 | $84.0M |
| Flputnam Investment Management Co. | 1.43% | Add +9.2% | 808,808 | $83.2M |
| Wealthcare Capital Management LLC | 8.75% | Add +3.7% | 804,088 | $82.7M |
| Ameriprise Financial Inc. | 0.02% | Add +34.8% | 789,010 | $81.3M |
| Destination Wealth Management | 2.24% | Add +0.3% | 743,770 | $76.5M |
| State Street Corp. | 0.00% | Add +0.5% | 641,945 | $66.1M |
| Maseco LLP | 2.45% | — | 626,520 | $64.5M |
| Haverford Trust Co | 0.61% | Add +1.8% | 621,236 | $63.9M |
| Modern Wealth Management, LLC | 1.56% | Reduce -1.5% | 613,825 | $63.2M |
| Renaissance Technologies | 0.08% | Reduce -32.2% | 612,100 | $63.0M |
| Raymond James Financial Inc. | 0.02% | Add +24.8% | 609,857 | $62.8M |
| Cerity Partners LLC | 0.11% | Add +10.4% | 598,673 | $61.4M |
| Cetera Investment Advisers | 0.10% | Add +50.8% | 589,025 | $60.6M |
| Keating Investment Counselors Inc. | 17.42% | Add +10.9% | 560,198 | $57.7M |
| Martin & Co. Inc. | 10.18% | No change | 537,540 | $55.3M |
| AlTi Global, Inc. | 1.38% | Reduce -7.5% | 535,966 | $55.2M |
| M. Kulyk & Associates, LLC | 11.50% | Add +6.6% | 514,602 | $53.0M |
| Tortoise Investment Management, LLC | 5.05% | Add +4.3% | 513,987 | $52.9M |
| SCS Capital Management LLC | 0.58% | Add +2.6% | 508,917 | $52.4M |
| CENTRAL TRUST Co | 1.19% | Add +16.2% | 499,794 | $51.4M |
| Elm Partners Management LLC | 2.68% | Reduce -19.6% | 447,837 | $46.1M |
| Wells Fargo & Company | 0.01% | Add +21.3% | 446,650 | $46.0M |
| Altfest L J & Co. Inc. | 5.29% | Add +1229.1% | 435,897 | $44.9M |
| New York Life Investment Management LLC | 0.38% | Add +28.4% | 398,190 | $41.0M |
| LVW Advisors, LLC | 4.51% | Reduce -1.9% | 391,145 | $40.3M |
| Sigma Investment Counselors Inc. | 2.20% | Add +1.9% | 387,831 | $39.9M |
| Victory Capital Management Inc. | 0.02% | Reduce -15.1% | 368,869 | $38.0M |
| Gould Asset Management LLC | 7.26% | Add +15.2% | 360,069 | $37.1M |
| Summitry LLC | 1.66% | Reduce -4.4% | 354,682 | $36.5M |
| Abacus Planning Group, Inc. | 5.28% | Add +13.8% | 344,830 | $35.5M |
| Osaic Holdings, Inc. | 0.06% | Add +223.1% | 321,093 | $33.1M |
| World Investment Advisors | 0.69% | Reduce -4.2% | 295,566 | $30.4M |
| Austin Asset Management Co Inc | 5.76% | Add +1.6% | 276,603 | $28.5M |
| MML Investors Services, LLC | 0.08% | Add +131.3% | 272,321 | $28.0M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +539.7% | 267,611 | $27.5M |
| Kelman-Lazarov, Inc. | 4.45% | Add +1.3% | 266,709 | $27.4M |
| Empowered Funds, LLC | 0.31% | Add +2.2% | 264,684 | $27.2M |
| Prime Capital Investment Advisors, LLC | 0.35% | Add +0.7% | 256,033 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +8.8% | 246,903 | $25.3M |
| Mutual Advisors, LLC | 0.63% | Add +85.5% | 243,861 | $25.1M |
| HighTower Advisors, LLC | 0.03% | Add +19.2% | 242,307 | $24.9M |
| Rockland Trust Co. | 1.18% | Add +0.5% | 236,001 | $24.3M |
| Pure Financial Advisors, LLC | 0.42% | Reduce -5.2% | 230,141 | $23.7M |
| Baker Avenue Asset Management, LP | 0.66% | Add +1.2% | 223,857 | $23.0M |
| Sensible Financial Planning & Management, LLC. | 4.29% | Add +1.2% | 219,485 | $22.6M |
| UBS Group AG | 0.00% | Add +5.8% | 218,915 | $22.5M |
| JSF Financial, LLC | 5.29% | Reduce -6.3% | 216,393 | $22.3M |
| MAI Capital Management | 0.15% | Reduce -5.9% | 216,163 | $22.2M |
| Evoke Wealth, LLC | 0.52% | Add +3.3% | 215,032 | $22.1M |
| Farther Finance Advisors, LLC | 0.43% | Add +334.5% | 208,041 | $21.4M |
| Bank of New York Mellon Corp | 0.00% | Add +344.5% | 206,019 | $21.2M |
| NewEdge Advisors, LLC | 0.11% | Add +104.3% | 205,736 | $21.2M |
| Royal Bank of Canada | 0.00% | Reduce -8.9% | 203,250 | $20.9M |
| ProVise Management Group, LLC | 1.64% | Reduce -0.7% | 202,030 | $20.8M |
| Parkside Advisors LLC | 4.46% | Add +1.4% | 197,185 | $20.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +44.9% | 197,084 | $20.3M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +27.9% | 195,859 | $20.2M |
| Stordahl Capital Management, Inc. | 4.46% | Add +1.9% | 195,163 | $20.1M |
| Stifel Financial Corp. | 0.02% | Add +55.8% | 189,372 | $19.5M |
| SoundView Advisors Inc. | 7.14% | Add +10.6% | 188,220 | $19.4M |
| Parcion Private Wealth LLC | 1.35% | Add +1.1% | 184,187 | $19.0M |
| Jacobson & Schmitt Advisors, LLC | 3.35% | Add +1.4% | 183,820 | $18.9M |
| Jeppson Wealth Management, LLC | 6.49% | Reduce -0.8% | 182,440 | $18.8M |
| OneDigital Investment Advisors LLC | 0.21% | Add +1556.1% | 180,096 | $18.5M |
| PNC Financial Services Group, Inc. | 0.01% | Add +6.8% | 176,562 | $18.2M |
| Portland Global Advisors LLC | 2.12% | Reduce -4.2% | 174,789 | $18.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.40% | Reduce -8.8% | 173,838 | $17.9M |
| Creative Planning | 0.01% | Reduce -5.8% | 171,123 | $17.6M |
| Integrated Wealth Concepts LLC | 0.17% | Reduce -50.1% | 168,453 | $17.3M |
| Walker Financial Services, Inc. | 7.87% | Add +7.3% | 168,147 | $17.3M |
| Ancora Advisors LLC | 0.36% | Reduce -0.2% | 165,717 | $17.1M |
| DDFG, Inc | 4.28% | New | 165,179 | $17.0M |
| Kestra Investment Management, LLC | 0.51% | New | 163,757 | $16.9M |
| Financial Gravity Companies, Inc. | 3.28% | — | 162,378 | $16.7M |
| Kwmg, LLC | 1.55% | Add +0.0% | 159,895 | $16.5M |
| Arkansas Financial Group, Inc. | 2.53% | Add +0.5% | 158,155 | $16.3M |
| Exencial Wealth Advisors, LLC | 0.56% | Add +37.5% | 155,418 | $16.0M |
| Park Avenue Securities LLC | 0.15% | Add +823.6% | 153,601 | $15.8M |
| Janney Montgomery Scott LLC | 0.04% | Add +2318.2% | 150,337 | $15.5M |
| Family Firm, Inc. | 3.69% | Add +1.4% | 148,850 | $15.3M |
| First National Trust Co | 0.56% | Add +18.7% | 145,384 | $15.0M |
| Corient Private Wealth LP | 0.02% | Reduce -11.2% | 143,428 | $14.8M |
| Truist Financial Corp. | 0.02% | Add +57.8% | 138,405 | $14.2M |
| Amundi | 0.00% | No change | 138,000 | $14.1M |
| Burt Wealth Advisors | 3.20% | Add +2.6% | 136,074 | $14.0M |
| Galvin, Gaustad & Stein, LLC | 1.19% | Add +0.4% | 132,857 | $13.7M |
| Flow Traders U.S. LLC | 0.50% | New | 131,253 | $13.5M |
| Guggenheim Capital LLC | 0.11% | Reduce -1.6% | 131,064 | $13.5M |
| AJ Advisors, LLC | 5.92% | Add +5.5% | 129,326 | $13.3M |
| Talon Private Wealth, LLC | 1.82% | Reduce -14.0% | 128,426 | $13.2M |
| Valmark Advisers, Inc. | 0.18% | Reduce -3.9% | 127,107 | $13.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.4% | 127,055 | $13.1M |
| American Money Management, LLC | 2.30% | Add +1.5% | 126,493 | $13.0M |
| Stadion Money Management, LLC | 1.06% | Reduce -5.7% | 126,302 | $12.9M |
| Orion Porfolio Solutions, LLC | 0.11% | Add +25.1% | 124,132 | $12.8M |
| BIP Wealth, LLC | 0.77% | Add +2.7% | 122,085 | $12.6M |
| Municipal Employees' Retirement System of Michigan | 0.15% | No change | 121,200 | $12.5M |
| Deane Retirement Strategies, Inc. | 5.56% | New | 120,498 | $12.4M |
| Vigilare Wealth Management | 4.64% | New | 120,369 | $12.4M |
| Ethos Financial Group, LLC | 1.05% | Add +43.6% | 117,700 | $12.1M |
| Portfolio Design Labs, LLC | 2.31% | New | 114,263 | $11.8M |
| United Capital Financial Advisors, LLC | 0.09% | Add +5093.3% | 112,278 | $11.6M |
| IFG Advisory, LLC | 0.57% | Add +0.7% | 110,817 | $11.4M |
| Pinnacle Financial Partners Inc | 0.24% | Add +47.0% | 109,821 | $11.3M |
| Holcombe Financial, Inc. | 8.22% | Add +1.6% | 106,091 | $10.9M |
| Northland Capital Management LLC | 6.70% | Add +2.1% | 105,705 | $10.9M |
| Blueprint Investment Partners LLC | 1.91% | Reduce -29.0% | 104,672 | $10.8M |
| NBT Bank, N.A. | 0.73% | Add +1.8% | 103,466 | $10.6M |
| Seneca Financial Advisors LLC | 4.09% | New | 103,001 | $10.6M |
| Prasad Wealth Partners, LLC | 3.08% | New | 102,131 | $10.5M |
| Greenline Partners, LLC | 1.42% | Reduce -14.1% | 102,109 | $10.5M |
| Courier Capital LLC | 0.64% | Add +4.0% | 101,739 | $10.5M |
| Alesco Advisors, LLC, An ESL Co | 0.30% | Add +0.4% | 101,560 | $10.5M |
| Brookstone Capital Management | 0.14% | Add +10.5% | 101,207 | $10.4M |
| Ascent Group, LLC | 0.40% | Add +1592.1% | 99,361 | $10.2M |
| Columbus Macro, LLC | 1.23% | Reduce -13.3% | 97,821 | $10.1M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -16.4% | 95,905 | $9.9M |
| Citadel Advisors | 0.01% | Add +106.6% | 94,135 | $9.7M |
| Park Edge Advisors, LLC | 2.47% | Add +18.5% | 93,538 | $9.6M |
| McMorgan & Co. LLC | 1.41% | Add +1.1% | 93,127 | $9.6M |
| Estate Counselors, LLC | 0.90% | Add +0.7% | 88,520 | $9.1M |
| Prime Buchholz LLC | 2.87% | Reduce -55.7% | 87,251 | $9.0M |
| Pure Portfolios Holdings LLC | 3.00% | Add +32.1% | 85,928 | $8.8M |
| CreativeOne Wealth, LLC | 0.22% | Add +130.0% | 81,170 | $8.4M |
| First Horizon Advisors, Inc. | 0.22% | Add +11.9% | 80,812 | $8.3M |
| Leavell Investment Management, Inc. | 0.37% | Reduce -8.6% | 80,148 | $8.2M |
| Sterling Investment Advisors LLC | 4.14% | Add +2.5% | 77,250 | $7.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -1.6% | 76,992 | $7.9M |
| Penobscot Wealth Management | 2.68% | Add +12.0% | 72,615 | $7.5M |
| Elevate Wealth Advisory, Inc. | 5.29% | Reduce -8.9% | 72,275 | $7.4M |
| Cascade Financial Partners, LLC | 0.88% | Add +29.5% | 71,513 | $7.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +47.9% | 69,877 | $7.2M |
| Lutz Financial Services LLC | 0.56% | Add +6.7% | 69,792 | $7.2M |
| Summit Trail Advisors, LLC | 0.12% | Reduce -14.1% | 68,414 | $7.0M |
| Blair William & Co. | 0.02% | Add +2.0% | 67,358 | $6.9M |
| Baird Financial Group, Inc. | 0.01% | Add +7.3% | 66,073 | $6.8M |
| Quadcap Wealth Management, LLC | 0.86% | Add +6.8% | 65,841 | $6.8M |
| Bleakley Financial Group, LLC | 0.17% | Reduce -0.4% | 65,408 | $6.7M |
| New Capital Management LP | 1.87% | Add +32.9% | 65,136 | $6.7M |
| Integris Wealth Management, LLC | 1.74% | Add +2.9% | 64,887 | $6.7M |
| Sugar Maple Asset Management, LLC | 5.20% | Add +0.0% | 64,796 | $6.7M |
| Trivant Custom Portfolio Group, LLC | 3.67% | Add +6.5% | 64,696 | $6.7M |
| City State Bank | 2.02% | Reduce -3.5% | 62,473 | $6.4M |
| Quadrature Capital Ltd | 0.11% | New | 61,856 | $6.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +79.3% | 61,251 | $6.3M |
| B. Riley Wealth Advisors, Inc. | 0.30% | Add +7.9% | 61,008 | $6.3M |
| Foundations Investment Advisors, LLC | 0.10% | Add +302.9% | 60,836 | $6.3M |
| Nations Financial Group Inc, /Ia/ | 0.43% | Add +71.5% | 60,277 | $6.2M |
| Equita Financial Network, Inc. | 2.44% | Reduce -3.2% | 59,647 | $6.1M |
| Perigon Wealth Management, LLC | 0.14% | Add +26.4% | 59,210 | $6.1M |
| Fischer Financial Services, Inc. | 1.71% | Add +0.3% | 56,578 | $5.8M |
| CFS Investment Advisory Services, LLC | 0.47% | Add +59.4% | 55,522 | $5.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -22.6% | 54,795 | $5.6M |
| Lake Hills Wealth Management, LLC | 3.18% | Add +18.9% | 54,008 | $5.6M |
| Cwm, LLC | 0.02% | Add +273.1% | 53,818 | $5.5M |
| Equitable Holdings, Inc. | 0.05% | Add +20.9% | 53,786 | $5.5M |
| Alhambra Investment Management LLC | 2.74% | Add +1.9% | 53,686 | $5.5M |
| Performance Wealth Partners, LLC | 0.18% | Reduce -0.7% | 53,639 | $5.5M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +11.6% | 53,352 | $5.5M |
| Creative Financial Designs Inc. | 0.39% | Add +161.9% | 52,559 | $5.4M |
| McIlrath & Eck, LLC | 0.62% | Add +181058.6% | 52,536 | $5.4M |
| Kure Advisory, LLC | 3.58% | Add +8.1% | 52,465 | $5.4M |
| Mgo One Seven LLC | 0.17% | Add +6.4% | 51,992 | $5.4M |
| Straight Path Wealth Management | 1.81% | Add +6.4% | 51,825 | $5.3M |
| Signet Financial Management, LLC | 0.66% | Add +1.6% | 51,241 | $5.3M |
| NorthCrest Asset Manangement, LLC | 0.14% | Reduce -1.5% | 51,341 | $5.3M |
| Cibc World Market Inc. | 0.01% | Add +23.2% | 50,678 | $5.2M |
| Private Advisor Group, LLC | 0.03% | Add +50.5% | 50,194 | $5.2M |
| Altiora Financial Group, LLC | 0.99% | Add +2.0% | 49,364 | $5.1M |
| Fifth Third Securities, Inc. | 0.38% | Add +26.4% | 48,641 | $5.0M |
| Trek Financial, LLC | 0.33% | Add +118.9% | 48,472 | $5.0M |
| Spartan Planning & Wealth Management | 4.26% | Reduce -18.5% | 48,312 | $5.0M |
| Cornerstone Financial Group, LLC | 4.23% | Add +1.5% | 48,281 | $5.0M |
| One Capital Management, LLC | 0.17% | New | 47,664 | $4.9M |
| Sanctuary Advisors, LLC | 0.03% | Add +514.6% | 47,394 | $4.9M |
| Hillcrest Wealth Advisors - NY, LLC | 2.29% | Add +0.2% | 47,325 | $4.9M |
| Friedenthal Financial | 2.65% | Add +6.5% | 47,049 | $4.8M |
| IFP Advisors, Inc | 0.14% | Add +56.5% | 46,673 | $4.8M |
| Alliance Wealth Advisors, LLC | 1.13% | Add +5.2% | 45,592 | $4.7M |
| Arcataur Capital Management LLC | 1.45% | Reduce -0.5% | 45,079 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Reduce -16.8% | 44,500 | $4.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -7.0% | 44,000 | $4.5M |
| Wealthcare Capital Partners, LLC | 2.26% | Reduce -8.9% | 43,686 | $4.5M |
| Strategic Blueprint, LLC | 0.22% | Add +93.5% | 43,290 | $4.5M |
| Family Legacy Financial Solutions, LLC | 3.71% | — | 42,535 | $4.4M |
| Royal Harbor Partners, LLC | 1.59% | Add +1.9% | 42,154 | $4.3M |
| Semitam Bonam LLC | 4.03% | — | 41,614 | $4.3M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 41,000 | $4.2M |
| Trilogy Capital Inc. | 0.21% | Add +11.7% | 40,973 | $4.2M |
| Stone Summit Wealth LLC | 1.28% | Add +23.3% | 40,217 | $4.1M |
| Physician Wealth Advisors, Inc. | 0.65% | Add +22.7% | 39,977 | $4.1M |
| BTG Pactual Asset Management US LLC | 0.55% | Add +19.3% | 39,174 | $4.1M |
| Mustico Financial Group, Inc. | 3.72% | — | 39,083 | $4.0M |
| Blueprint Financial Advisors LLC | 1.28% | Reduce -22.4% | 38,791 | $4.0M |
| Dogwood Wealth Management LLC | 1.95% | Reduce -10.3% | 38,926 | $4.0M |
| Merit Financial Group, LLC | 0.04% | New | 38,338 | $3.9M |
| Echo45 Advisors LLC | 2.48% | Reduce -0.9% | 38,224 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +55.7% | 37,985 | $3.9M |
| SteelPeak Wealth, LLC | 0.15% | New | 37,928 | $3.9M |
| Signal Advisors Wealth, LLC | 0.30% | Add +26.8% | 37,189 | $3.8M |
| Portside Wealth Group, LLC | 0.55% | Add +3.4% | 36,395 | $3.7M |
| Mariner, LLC | 0.01% | Add +140.5% | 36,078 | $3.7M |
| US Bancorp \de | 0.00% | Add +1211.1% | 36,043 | $3.7M |
| Martin Capital Partners, LLC | 1.45% | Add +86.4% | 36,016 | $3.7M |
| Focus Partners Wealth | 0.01% | Add +24.7% | 35,915 | $3.7M |
| Wealthspire Retirement, LLC | 0.24% | Add +108.4% | 35,229 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +63.2% | 34,884 | $3.6M |
| Algorithmic Investment Models, LLC | 2.45% | Add +3.9% | 34,839 | $3.6M |
| Copia Wealth Management | 3.01% | Add +9.2% | 34,655 | $3.6M |
| CHB Investment Group, LLC | 1.79% | Add +1.5% | 34,116 | $3.5M |
| Home Federal Bank of Tennessee | 0.99% | Add +11.1% | 34,014 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +42.8% | 33,700 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -38.1% | 33,666 | $3.5M |
| Slow Capital, Inc. | 0.42% | Reduce -0.1% | 33,130 | $3.4M |
| Fairview Capital Investment Management, LLC | 0.17% | Add +22.6% | 32,846 | $3.4M |
| Advisory Services Network, LLC | 0.05% | Add +52.6% | 32,239 | $3.3M |
| Passive Capital Management, LLC. | 1.03% | Add +5.5% | 33,338 | $3.3M |
| Soltis Investment Advisors LLC | 0.26% | Reduce -5.1% | 32,097 | $3.3M |
| Koss-Olinger Consulting, LLC | 0.27% | New | 31,755 | $3.3M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -56.3% | 31,241 | $3.2M |
| Apex Wealth Management, LLC | 2.58% | New | 31,231 | $3.2M |
| Tidal Investments LLC | 0.02% | Add +13.3% | 30,956 | $3.2M |
| Madden Advisory Services, Inc. | 1.32% | Add +1.6% | 30,212 | $3.1M |
| NWF Advisory Services Inc. | 0.36% | New | 29,614 | $3.0M |
| RFG Advisory, LLC | 0.07% | Add +6.8% | 29,504 | $3.0M |
| Silver Oak Securities, Incorporated | 0.25% | Reduce -2.3% | 29,305 | $3.0M |
| Savant Capital, LLC | 0.02% | Reduce -0.1% | 28,992 | $3.0M |
| James Investment Research, Inc. | 0.35% | Reduce -1.5% | 28,654 | $2.9M |
| FFG Retirement Advisors LLC | 1.84% | New | 28,540 | $2.9M |
| Maltin Wealth Management, Inc. | 1.32% | Add +10.1% | 28,536 | $2.9M |
| Sofi Wealth, LLC | 0.18% | New | 28,441 | $2.9M |
| Certior Financial Group, LLC | 2.18% | Reduce -0.4% | 27,586 | $2.8M |
| Brooklyn FI, LLC | 0.72% | Add +19.7% | 27,242 | $2.8M |
| Beckerman Institutional, LLC | 1.86% | Add +6.5% | 27,154 | $2.8M |
| Trademark Financial Management, LLC | 1.70% | Add +202.9% | 27,056 | $2.8M |
| Hudson Portfolio Management LLC | 2.54% | Add +2.1% | 26,360 | $2.7M |
| Choreo, LLC | 0.04% | Reduce -4.5% | 26,304 | $2.7M |
| AE Wealth Management LLC | 0.02% | Add +704.4% | 25,884 | $2.7M |
| Chicago Partners Investment Group LLC | 0.08% | Add +40.5% | 25,744 | $2.6M |
| Ignite Planners, LLC | 0.46% | Add +9.1% | 25,621 | $2.6M |
| Edgestream Partners, L.P. | 0.07% | New | 25,600 | $2.6M |
| Horst & Graben Wealth Management LLC | 0.44% | New | 25,592 | $2.6M |
| Fortis Advisors, LLC | 1.68% | Add +1.5% | 25,437 | $2.6M |
| Perennial Investment Advisors, LLC | 0.25% | New | 25,323 | $2.6M |
| Breakwater Capital Group | 0.42% | Add +2.9% | 25,050 | $2.6M |
| Heck Capital Advisors, LLC | 0.22% | Add +1.6% | 24,926 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +383.6% | 24,924 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.45% | Reduce -1.2% | 24,345 | $2.5M |
| Peak Financial Management, Inc. | 0.70% | Reduce -2.5% | 24,039 | $2.5M |
| Amara Financial, Llc. | 2.15% | Add +186.1% | 23,741 | $2.4M |
| Ameriflex Group, Inc. | 1.28% | Add +747.1% | 23,644 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +6.5% | 23,510 | $2.4M |
| Chesley Taft & Associates LLC | 0.11% | Add +6.1% | 23,376 | $2.4M |
| Simplicity Wealth,LLC | 0.10% | New | 23,184 | $2.4M |
| Sharkey, Howes & Javer | 0.32% | New | 22,919 | $2.4M |
| Financial Advocates Investment Management | 0.19% | Reduce -18.0% | 22,759 | $2.3M |
| Retireful, LLC | 1.60% | Reduce -3.6% | 22,510 | $2.3M |
| Lazari Capital Management, Inc. | 0.87% | Reduce -1.3% | 22,337 | $2.3M |
| DMC Group, LLC | 1.79% | Add +11.4% | 22,317 | $2.3M |
| Independent Wealth Network Inc. | 0.83% | Add +3.1% | 22,211 | $2.3M |
| Arete Wealth Advisors, LLC | 0.16% | Add +13.8% | 22,163 | $2.3M |
| Cambridge Associates LLC /Ma/ | 0.05% | Reduce -17.7% | 22,105 | $2.3M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.02% | Reduce -5.6% | 22,050 | $2.3M |
| Austin Private Wealth, LLC | 0.18% | New | 21,826 | $2.2M |
| Van Hulzen Asset Management, LLC | 0.19% | New | 21,666 | $2.2M |
| One Wealth Advisors, LLC | 0.31% | Add +185.1% | 21,508 | $2.2M |
| Bell Investment Advisors, Inc | 0.38% | Add +0.3% | 21,431 | $2.2M |
| LifeGuide Financial Advisors, LLC | 0.80% | Reduce -6.4% | 21,052 | $2.2M |
| Portland Financial Advisors Inc | 5.13% | Add +1.6% | 20,762 | $2.1M |
| Phillips Financial Management, LLC | 0.15% | Reduce -9.5% | 20,457 | $2.1M |
| Citigroup Inc. | 0.00% | Add +1.4% | 20,205 | $2.1M |
| Eq Wealth Advisors, LLC | 1.37% | Add +324.1% | 19,563 | $2.0M |
| Alterna Wealth Management, Inc. | 1.61% | New | 19,514 | $2.0M |
| Fairway Wealth LLC | 0.63% | Reduce -0.3% | 19,290 | $2.0M |
| Bank of Montreal | 0.00% | Add +482.4% | 19,133 | $2.0M |
| Silver Oak Wealth Advisors Services, LLC | 1.42% | Add +18.3% | 19,121 | $2.0M |
| Capital Analysts, LLC | 0.07% | Add +1071.4% | 19,106 | $2.0M |
| Financial & Tax Architects, LLC | 0.48% | New | 19,066 | $2.0M |
| Investment Partners Asset Management, Inc. | 1.36% | Add +2.9% | 19,055 | $2.0M |
| BridgePort Financial Solutions, LLC | 0.63% | Reduce -5.4% | 18,520 | $1.9M |
| Roundview Capital LLC | 0.13% | Add +18.0% | 18,507 | $1.9M |
| Csenge Advisory Group | 0.10% | Add +18.9% | 18,537 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -3.0% | 18,498 | $1.9M |
| Fermata Advisors, LLC | 0.50% | Add +11.8% | 18,139 | $1.9M |
| SWP Financial LLC | 1.01% | New | 17,944 | $1.8M |
| Sharper & Granite LLC | 0.69% | Add +3.7% | 17,730 | $1.8M |
| Global Retirement Partners, LLC | 0.04% | — | 17,601 | $1.8M |
| Clear Creek Financial Management, LLC | 0.17% | Add +247.6% | 17,488 | $1.8M |
| Traub Capital Management LLC | 1.66% | — | 17,478 | $1.8M |
| NorthCoast Asset Management LLC | 0.01% | Add +3.1% | 17,365 | $1.8M |
| One Wealth Map LLC | 0.97% | Add +9.1% | 17,220 | $1.8M |
| Valeo Financial Advisors, LLC | 0.04% | New | 17,730 | $1.8M |
| Tritonpoint Wealth, LLC | 0.16% | Add +1.4% | 16,988 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | New | 16,834 | $1.7M |
| High Falls Advisors, Inc | 0.38% | Add +664.5% | 16,690 | $1.7M |
| Matrix Trust Co | 0.27% | Add +41.3% | 16,477 | $1.7M |
| Balefire, LLC | 0.37% | New | 16,472 | $1.7M |
| Brown Wealth Management, LLC | 0.52% | Reduce -2.3% | 16,160 | $1.7M |
| HBW Advisory Services LLC | 0.20% | Reduce -14.6% | 15,991 | $1.6M |
| Wallace Advisory Group, LLC | 1.18% | Reduce -5.1% | 15,724 | $1.6M |
| Rathbones Group PLC | 0.01% | Add +77.4% | 15,629 | $1.6M |
| 21 West Wealth Management LLC | 1.62% | — | 15,614 | $1.6M |
| Prairie Wealth Advisors, Inc. | 0.67% | Reduce -0.2% | 15,288 | $1.6M |
| Successful Portfolios LLC | 0.96% | Add +0.8% | 15,244 | $1.6M |
| Atlatl Advisers LLC | 0.74% | Add +206.5% | 15,220 | $1.6M |
| Icon Wealth Advisors, LLC | 0.11% | Add +569.7% | 15,015 | $1.5M |
| Pinnacle Wealth Management Group, Inc. | 0.88% | Reduce -6.6% | 14,983 | $1.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +239.0% | 14,917 | $1.5M |
| Heritage Investment Group, Inc. | 0.26% | Add +3.4% | 14,890 | $1.5M |
| Two Sigma Securities, LLC | 0.19% | Add +110.3% | 14,889 | $1.5M |
| Carr Financial Group Corp | 0.44% | Add +3.5% | 14,545 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Reduce -29.2% | 14,493 | $1.5M |
| Blue Trust, Inc. | 0.02% | New | 14,287 | $1.5M |
| RDA Financial Network | 0.40% | Reduce -6.0% | 14,274 | $1.5M |
| XY Planning Network, Inc. | 0.50% | Reduce -0.8% | 14,145 | $1.5M |
| CGN Advisors LLC | 0.13% | Add +167.4% | 13,982 | $1.4M |
| Integrity Alliance, Llc. | 0.08% | Add +318.1% | 13,842 | $1.4M |
| VERITY Wealth Advisors | 0.96% | No change | 13,841 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.38% | Reduce -2.2% | 13,621 | $1.4M |
| Sellwood Investment Partners LLC | 0.67% | Reduce -3.7% | 13,550 | $1.4M |
| Virtus Family Office LLC | 1.78% | Reduce -2.3% | 13,524 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +1.0% | 13,444 | $1.4M |
| Sowell Financial Services LLC | 0.06% | Add +10.9% | 13,418 | $1.4M |
| VanderPol Investments L.L.C. | 2.90% | Add +2.6% | 13,414 | $1.4M |
| Independent Family Office, LLC | 0.64% | New | 13,400 | $1.4M |
| First United Bank & Trust | 0.48% | Add +538.3% | 13,277 | $1.4M |
| Whittier Trust Co. | 0.02% | No change | 13,230 | $1.4M |
| DecisionMap Wealth Management, LLC | 0.93% | Add +1.5% | 13,148 | $1.4M |
| Evelyn Partners Investment Management LLP | 0.04% | No change | 13,117 | $1.3M |
| TAGStone Capital, Inc. | 0.55% | Add +5.1% | 13,009 | $1.3M |
| PFG Advisors | 0.06% | New | 13,003 | $1.3M |
| First PREMIER Bank | 0.32% | Reduce -3.7% | 13,002 | $1.3M |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 12,815 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.12% | Reduce -3.5% | 12,803 | $1.3M |
| Patten Group, Inc. | 0.28% | Add +4.8% | 12,696 | $1.3M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -35.7% | 12,695 | $1.3M |
| Lord & Richards Wealth Management, LLC | 1.36% | Add +16.9% | 12,668 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +11.4% | 12,594 | $1.3M |
| True Vision MN LLC | 0.71% | New | 12,459 | $1.3M |
| Evexia Wealth LLC | 0.40% | Reduce -32.2% | 12,397 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +13.3% | 12,256 | $1.3M |
| Comprehensive Money Management Services LLC | 0.94% | Reduce -4.2% | 12,054 | $1.2M |
| Mendota Financial Group, LLC | 1.17% | Add +56.7% | 12,051 | $1.2M |
| Roberts Glore & Co. Inc. | 0.36% | Add +13.8% | 12,037 | $1.2M |
| Breakwater Investment Management | 0.48% | No change | 12,003 | $1.2M |
| Tidemark, LLC | 0.40% | No change | 11,925 | $1.2M |
| SigFig Wealth Management, LLC | 0.04% | New | 11,906 | $1.2M |
| WealthShield Partners, LLC | 0.15% | Add +351.6% | 11,858 | $1.2M |
| Midwest Capital Advisors, LLC | 0.64% | New | 11,833 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.1% | 11,640 | $1.2M |
| Prosperity Consulting Group, LLC | 0.09% | Reduce -0.1% | 11,319 | $1.2M |
| PAX Financial Group, LLC | 0.22% | New | 11,309 | $1.2M |
| Bay Harbor Wealth Management, LLC | 0.33% | New | 11,090 | $1.1M |
| Curbstone Financial Management Corp | 0.23% | Reduce -13.3% | 11,050 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.13% | No change | 11,044 | $1.1M |
| Strathmore Capital Advisors, Inc. | 0.50% | — | 10,988 | $1.1M |
| Comerica Bank | 0.00% | Add +28.4% | 10,718 | $1.1M |
| &partners | 0.01% | Add +131.8% | 10,603 | $1.1M |
| Focus Financial Network, Inc. | 0.04% | Add +24.2% | 10,615 | $1.1M |
| Private Trust Co. NA | 0.10% | Add +33.8% | 10,593 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +20.8% | 10,407 | $1.1M |
| MJT & Associates Financial Advisory Group, Inc. | 1.33% | New | 10,396 | $1.1M |
| LongView Wealth Management | 0.32% | Add +79.8% | 10,362 | $1.1M |
| Security Financial Services, INC. | 0.19% | New | 10,197 | $1.0M |
| Shared Vision Wealth Group LLC | 0.52% | New | 10,200 | $1.0M |
| Nwam LLC | 0.06% | Add +2.1% | 10,158 | $1.0M |
| Gilliland Jeter Wealth Management LLC | 0.34% | Add +4.8% | 10,095 | $1.0M |
| JGP Wealth Management, LLC | 0.12% | Add +126.4% | 9,913 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Add +73.9% | 9,805 | $1.0M |
| Capasso Planning Partners LLC | 0.56% | Reduce -12.0% | 9,704 | $999K |
| Glass Jacobson Investment Advisors llc | 0.38% | Reduce -22.9% | 9,653 | $993K |
| Stephens Inc. | 0.01% | Add +29.4% | 9,583 | $986K |
| Prospera Financial Services Inc | 0.02% | Add +0.1% | 9,407 | $968K |
| L. Roy Papp & Associates, LLP | 0.11% | No change | 9,400 | $967K |
| Sovran Advisors, LLC | 0.10% | Add +83.8% | 9,313 | $954K |
| LaSalle St. Investment Advisors, LLC | 0.26% | Add +2.4% | 9,122 | $938K |
| Advus Financial Partners, LLC | 0.24% | New | 9,095 | $936K |
| Tudor Investment Corporation | 0.01% | New | 9,059 | $932K |
| Andina Capital Management, LLC | 0.65% | New | 9,016 | $928K |
| Collaborative Wealth Managment Inc. | 0.40% | New | 8,966 | $923K |
| Private Wealth Management Group, LLC | 0.30% | Reduce -0.1% | 8,775 | $903K |
| Invst, LLC | 0.11% | New | 8,751 | $901K |
| Norden Group LLC | 0.10% | Add +28.3% | 8,701 | $895K |
| Country Club Bank | 0.06% | Reduce -4.4% | 8,621 | $886K |
| Corepath Wealth Partners LLC | 0.75% | Reduce -14.3% | 8,644 | $885K |
| Summit X, LLC | 0.16% | New | 8,525 | $877K |
| Joseph P. Lucia & Associates, LLC | 0.36% | Reduce -6.1% | 8,438 | $868K |
| Princeton Global Asset Management LLC | 0.16% | Reduce -1.0% | 8,418 | $866K |
| Maripau Wealth Management LLC | 0.43% | Add +11.1% | 8,302 | $857K |
| Empirical Asset Management, LLC | 0.26% | Add +28.3% | 8,310 | $855K |
| Latitude Advisors, LLC | 0.43% | Reduce -4.8% | 8,284 | $853K |
| Canandaigua National Trust Co of Florida | 0.58% | No change | 7,987 | $822K |
| My Legacy Advisors, LLC | 0.29% | New | 7,970 | $818K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 7,847 | $808K |
| Arbor Investment Advisors, LLC | 0.10% | Reduce -7.3% | 7,809 | $804K |
| Stone House Investment Management, LLC | 0.15% | Add +1396.7% | 7,753 | $798K |
| 360 Financial, Inc. | 0.25% | No change | 7,700 | $792K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +8.8% | 7,679 | $790K |
| Tyche Wealth Partners LLC | 0.16% | Add +254.1% | 7,670 | $789K |
| Allworth Financial LP | 0.00% | Reduce -0.1% | 7,669 | $789K |
| Selective Wealth Management, Inc. | 0.28% | Reduce -13.5% | 7,579 | $777K |
| Ehrlich Financial Group | 0.50% | New | 7,444 | $766K |
| Regal Investment Advisors LLC | 0.06% | New | 7,440 | $766K |
| Waverly Advisors, LLC | 0.01% | Add +2.2% | 7,432 | $765K |
| Northwest Capital Management Inc | 0.41% | Add +189.3% | 7,426 | $764K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.6% | 7,389 | $760K |
| Ridgewood Investments LLC | 0.33% | Add +378.3% | 7,375 | $759K |
| IHT Wealth Management, LLC | 0.02% | Add +68.6% | 7,337 | $755K |
| Freedom Investment Management, Inc. | 0.06% | Reduce -25.1% | 7,252 | $746K |
| Cobblestone Asset Management LLC | 0.39% | New | 7,239 | $745K |
| West Wealth Group, LLC | 0.18% | Add +157.7% | 7,197 | $741K |
| Integrated Advisors Network LLC | 0.03% | Add +13.9% | 7,179 | $739K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +9.1% | 7,127 | $733K |
| VestGen Investment Management | 0.52% | Add +22.4% | 7,089 | $730K |
| Northwest Wealth Management, LLC | 0.13% | Reduce -8.1% | 7,055 | $726K |
| Matauro, LLC | 0.13% | Reduce -18.8% | 6,984 | $719K |
| Robinswood Financial LLC | 0.25% | Add +1.4% | 6,910 | $711K |
| Insigneo Advisory Services, LLC | 0.06% | Add +6.5% | 6,876 | $708K |
| Hilltop Holdings Inc. | 0.05% | Add +24.5% | 6,852 | $705K |
| Middleton & Co. Inc. | 0.08% | No change | 6,841 | $704K |
| United Asset Strategies, Inc. | 0.06% | Add +6.2% | 6,804 | $700K |
| Westover Capital Advisors, LLC | 0.14% | Reduce -11.5% | 6,800 | $700K |
| Buttonwood Financial Group, LLC | 0.35% | Add +3.6% | 6,794 | $696K |
| Virtue Capital Management, LLC | 0.13% | Reduce -6.8% | 6,614 | $681K |
| Boltwood Capital Management | 0.19% | Add +120.0% | 6,600 | $679K |
| Financial Network Wealth Advisors LLC | 0.82% | Add +4.3% | 6,557 | $675K |
| Lodestar Private Asset Management LLC | 0.08% | Reduce -2.5% | 6,551 | $674K |
| Atlas Capital Advisors Inc. | 0.08% | Add +11.4% | 6,505 | $669K |
| Diversify Advisory Services, LLC | 0.03% | Add +14.7% | 6,496 | $669K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.23% | Reduce -3.0% | 6,471 | $666K |
| Potomac Fund Management Inc. | 0.04% | Add +24.2% | 6,469 | $664K |
| WASHINGTON TRUST Co | 0.02% | Reduce -15.6% | 6,423 | $661K |
| Savvy Advisors, Inc. | 0.04% | Add +8.8% | 6,333 | $652K |
| Wealthspan Partners, LLC | 0.27% | Add +13.5% | 6,314 | $650K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -15.3% | 6,301 | $648K |
| Endeavor Private Wealth, Inc. | 0.30% | New | 6,206 | $639K |
| Visionary Horizons, LLC | 0.40% | New | 6,174 | $635K |
| Factor Wealth Management LTD | 0.17% | Add +9.4% | 6,170 | $635K |
| Disciplined Investments, LLC | 0.27% | Add +0.1% | 6,151 | $633K |
| Centaurus Financial, Inc. | 0.04% | Reduce -3.9% | 6,140 | $632K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.2% | 6,110 | $629K |
| PKS Advisory Services, LLC | 0.15% | New | 6,170 | $624K |
| Riverbend Wealth Management, LLC | 0.47% | New | 6,033 | $621K |
| Evelyn Partners Asset Management Ltd | 0.16% | Add +19.4% | 6,013 | $619K |
| Summit Financial, LLC | 0.01% | Reduce -1.1% | 5,983 | $616K |
| Engineers Gate Manager LP | 0.01% | Add +36.2% | 5,919 | $609K |
| Elevation Point Wealth Partners, LLC | 0.05% | New | 5,895 | $607K |
| ARK & TLK Investments, LLC | 0.19% | Reduce -4.3% | 5,872 | $604K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.59% | Add +3.8% | 5,846 | $602K |
| Pettinga Financial Advisors LLC | 0.13% | New | 5,837 | $601K |
| JB Capital LLC | 0.03% | New | 5,818 | $599K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +45.8% | 5,794 | $596K |
| Liberty Wealth Management LLC | 0.09% | New | 5,638 | $580K |
| Ted Buchan & Co | 0.23% | Reduce -0.9% | 5,590 | $575K |
| Cambridge Capital Management, LLC | 0.31% | Add +13.7% | 5,566 | $573K |
| Scotia Capital Inc. | 0.00% | Reduce -0.7% | 5,549 | $571K |
| ONE Advisory Partners, LLC | 0.19% | New | 5,541 | $570K |
| LWM Advisory Services, LLC | 0.39% | Reduce -0.1% | 5,517 | $568K |
| J. W. Coons Advisors, LLC | 0.13% | Add +8.2% | 5,495 | $565K |
| Vestmark Advisory Solutions, Inc. | 0.01% | Add +8.1% | 5,459 | $562K |
| Stokes Family Office, LLC | 0.06% | New | 5,439 | $560K |
| FC Advisory LLC | 0.17% | Add +10.1% | 5,429 | $559K |
| Beacon Financial Advisory LLC | 0.14% | Add +23.8% | 5,376 | $553K |
| Townsquare Capital LLC | 0.05% | Reduce -97.1% | 5,353 | $551K |
| Rik Saylor Financial, Inc. | 0.42% | Reduce -2.6% | 5,305 | $546K |
| Continuum Wealth Advisors, LLC | 0.26% | Reduce -34.9% | 5,298 | $545K |
| Thrive Capital Management, LLC | 0.17% | Reduce -98.8% | 5,281 | $543K |
| Keystone Financial Services | 0.18% | New | 5,256 | $541K |
| Avant Financial Advisors LLC | 0.44% | Add +2.3% | 5,244 | $540K |
| ORG Partners LLC | 0.12% | Add +28.4% | 5,262 | $539K |
| Independence Financial Advisors, LLC | 0.21% | Reduce -18.8% | 5,225 | $538K |
| Clear Investment Research, LLC | 0.68% | Add +1.3% | 5,218 | $537K |
| Greenleaf Trust | 0.00% | Reduce -24.2% | 5,166 | $532K |
| Florida Financial Advisors, LLC | 0.13% | Reduce -2.5% | 5,159 | $531K |
| GTS Securities LLC | 0.02% | Reduce -58.5% | 5,147 | $530K |
| Echo Wealth Management, LLC | 0.32% | Add +39.5% | 5,138 | $529K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +4.3% | 5,108 | $526K |
| Stratos Investment Management, LLC | 0.02% | Add +7.0% | 5,103 | $525K |
| Lodestone Wealth Management LLC | 0.25% | Reduce -1.1% | 5,051 | $520K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.3% | 5,051 | $520K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 4,986 | $513K |
| Meitav Investment House Ltd. | 0.01% | New | 4,972 | $511K |
| Obermeyer Wealth Partners | 0.03% | Reduce -1.0% | 4,918 | $506K |
| McNaughton Wealth Management, LLC | 0.22% | New | 4,883 | $503K |
| Continuum Advisory, LLC | 0.06% | Add +2.9% | 4,857 | $500K |
| Synovus Financial Corp. | 0.01% | Add +5.4% | 4,825 | $497K |
| Vertex Planning Partners, LLC | 0.10% | Reduce -2.9% | 4,812 | $495K |
| Cardiff Park Advisors, LLC | 0.04% | Reduce -13.1% | 4,792 | $493K |
| LaFleur & Godfrey LLC | 0.06% | Reduce -1.7% | 4,777 | $492K |
| Composition Wealth, LLC | 0.01% | Add +3.8% | 4,731 | $487K |
| Mma Asset Management LLC | 0.19% | New | 4,704 | $484K |
| Gibbs Wealth Management | 0.09% | Reduce -59.1% | 4,698 | $483K |
| Walter & Keenan Wealth Management LLC /in/ | 0.14% | Reduce -17.4% | 4,692 | $483K |
| Blue Edge Capital, LLC | 0.07% | New | 4,686 | $482K |
| Principal Securities, Inc. | 0.01% | Add +138.5% | 4,672 | $481K |
| BOS Asset Management, LLC | 0.15% | New | 4,630 | $476K |
| Theory Financial LLC | 0.18% | New | 4,631 | $476K |
| Wealthspire Advisors, LLC | 0.00% | No change | 4,605 | $474K |
| PBMares Wealth Management LLC | 0.09% | Reduce -7.1% | 4,571 | $470K |
| Financial Harvest, LLC | 0.35% | New | 4,565 | $470K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -8.7% | 4,562 | $469K |
| Avid Wealth Partners LLC | 0.27% | New | 4,552 | $468K |
| Scarborough Advisors, LLC | 0.09% | New | 4,540 | $467K |
| North Ridge Wealth Advisors, Inc. | 0.29% | Reduce -0.0% | 4,539 | $467K |
| Bensler, LLC | 0.05% | New | 4,529 | $466K |
| Meridian Wealth Management, LLC | 0.02% | Add +9.6% | 4,501 | $463K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | New | 4,495 | $463K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +33.8% | 4,446 | $458K |
| L2 Asset Management, LLC | 0.07% | New | 4,422 | $455K |
| Rehmann Capital Advisory Group | 0.03% | Add +4.2% | 4,404 | $453K |
| Wealth Alliance, LLC | 0.05% | New | 4,334 | $446K |
| Northern Trust Corp. | 0.00% | Add +4.8% | 4,327 | $445K |
| LifePlan Investment Advisors, Inc. | 0.22% | New | 4,326 | $445K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -13.3% | 4,306 | $443K |
| Level Four Advisory Services, LLC | 0.02% | Add +35.5% | 4,292 | $442K |
| MADDEN SECURITIES Corp | 0.15% | Reduce -4.2% | 4,210 | $433K |
| Ellis Investment Partners, LLC | 0.08% | Add +1.7% | 4,197 | $432K |
| Pinion Investment Advisors, LLC | 0.15% | New | 4,143 | $426K |
| Lee Financial Co | 0.06% | Reduce -2.6% | 4,067 | $419K |
| Gen-Wealth Partners Inc | 0.16% | Add +651.5% | 3,998 | $411K |
| Verdence Capital Advisors LLC | 0.03% | Reduce -0.4% | 3,978 | $409K |
| Grand Wealth Management, LLC | 0.21% | Add +1.7% | 3,977 | $409K |
| Topel & Distasi Wealth Management, LLC | 0.21% | No change | 3,862 | $397K |
| Western Wealth Management, LLC | 0.02% | Add +15.0% | 3,849 | $396K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 3,813 | $392K |
| Eagle Capital Management, LLC | 0.17% | No change | 3,812 | $392K |
| Independent Financial Group, LLC | 0.01% | Reduce -25.1% | 3,794 | $390K |
| Tsfg, LLC | 0.07% | Add +4948.0% | 3,786 | $390K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -6.0% | 3,785 | $390K |
| Essential Partners LLC | 0.16% | — | 3,783 | $389K |
| Legacy Financial Group LLC | 0.05% | New | 3,738 | $385K |
| OneAscent Financial Services LLC | 0.03% | New | 3,645 | $375K |
| Millennium Management | 0.00% | Add +36.2% | 3,628 | $373K |
| Range Financial Group LLC | 0.15% | New | 3,607 | $371K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | Reduce -0.2% | 3,598 | $370K |
| Cypress Wealth Services, LLC | 0.07% | New | 3,593 | $370K |
| Prairiewood Capital, LLC | 0.14% | Reduce -25.8% | 3,583 | $369K |
| Centurion Wealth Management LLC | 0.11% | New | 3,573 | $368K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 3,561 | $366K |
| Apollon Wealth Management, LLC | 0.01% | New | 3,512 | $361K |
| Toth Financial Advisory Corp. | 0.04% | No change | 3,500 | $360K |
| Core Wealth Partners LLC | 0.18% | No change | 3,468 | $357K |
| Adams Wealth Management | 0.07% | Reduce -9.3% | 3,414 | $351K |
| CacheTech Inc. | 0.06% | Reduce -9.3% | 3,414 | $351K |
| Uptick Partners, LLC | 0.10% | Add +1.9% | 3,400 | $350K |
| One Wealth Capital Management, LLC | 0.16% | Add +66.5% | 3,398 | $350K |
| Market Street Wealth Management Advisors LLC | 0.06% | Add +2.1% | 3,371 | $347K |
| Vise Technologies, Inc. | 0.01% | — | 3,358 | $346K |
| Advyzon Investment Management, LLC | 0.08% | Add +1.8% | 3,355 | $345K |
| Arkadios Wealth Advisors | 0.01% | Add +60.4% | 3,312 | $341K |
| RHS Financial, LLC | 0.19% | Reduce -37.9% | 3,257 | $335K |
| M&T Bank Corp | 0.00% | No change | 3,253 | $335K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.15% | Add +1.1% | 3,213 | $331K |
| Sharp Wealth Advisory, LLC | 0.21% | New | 3,208 | $330K |
| Morton Community Bank | 0.08% | No change | 3,200 | $329K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $329K |
| Lido Advisors, LLC | 0.00% | Add +29.0% | 3,155 | $325K |
| Aurelius Family Office LLC | 0.15% | Reduce -2.2% | 3,144 | $324K |
| Atwater Malick LLC | 0.10% | Reduce -8.4% | 3,124 | $321K |
| Regimen Wealth, LLC | 0.10% | Add +17.1% | 3,109 | $320K |
| TCFG Wealth Management, LLC | 0.15% | Add +1.5% | 3,094 | $318K |
| Wbi Investments, LLC | 0.08% | Add +53.4% | 3,086 | $318K |
| Retirement Capital Strategies | 0.13% | No change | 3,066 | $316K |
| Transcend Capital Advisors, LLC | 0.02% | New | 3,039 | $313K |
| Apeiron RIA LLC | 0.08% | New | 3,034 | $312K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -34.5% | 3,027 | $312K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 2,963 | $305K |
| Braun-Bostich & Associates Inc. | 0.21% | New | 2,952 | $304K |
| Spire Wealth Management | 0.01% | Add +11.1% | 2,951 | $304K |
| Rothschild Wealth LLC | 0.07% | New | 2,912 | $300K |
| Affinity Capital Advisors, LLC | 0.05% | Add +1.6% | 2,911 | $300K |
| Satovsky Asset Management LLC | 0.06% | Add +1.5% | 2,838 | $292K |
| Edge Financial Advisors LLC | 0.15% | New | 2,838 | $291K |
| Wedbush Securities Inc. | 0.01% | Add +37.3% | 2,815 | $290K |
| Tempus Wealth Planning, LLC | 0.07% | New | 2,815 | $290K |
| Sovereign Financial Group, Inc. | 0.06% | Reduce -28.3% | 2,803 | $288K |
| Coastal Bridge Advisors, LLC | 0.02% | New | 2,797 | $288K |
| Debussy Capital Management LP | 0.04% | New | 2,772 | $285K |
| Bridge Generations Wealth Management LLC | 0.17% | New | 2,750 | $283K |
| Spectrum Planning & Advisory Services Inc. | 0.18% | New | 2,750 | $283K |
| Tradewinds Capital Management, LLC | 0.07% | No change | 2,735 | $281K |
| Pinnacle Bancorp, Inc. | 0.09% | No change | 2,734 | $281K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 2,734 | $281K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -11.7% | 2,669 | $275K |
| Hoxton Planning & Management, LLC | 0.09% | New | 2,668 | $275K |
| Amplius Wealth Advisors, LLC | 0.03% | New | 2,652 | $273K |
| Harbour Investments, Inc. | 0.01% | Add +109.3% | 2,646 | $272K |
| Redwood Investment Management, LLC | 0.03% | New | 2,626 | $270K |
| Bravias Capital Group, LLC | 0.20% | Reduce -0.5% | 2,591 | $267K |
| BCU Wealth Advisors, LLC | 0.12% | New | 2,584 | $266K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,580 | $266K |
| Tradition Wealth Management, LLC | 0.02% | New | 2,565 | $264K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -7.0% | 2,526 | $260K |
| Liberty Capital Management, Inc. | 0.05% | No change | 2,519 | $259K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $255K |
| SVB Wealth LLC | 0.01% | No change | 2,455 | $253K |
| Keebeck Wealth Management | 0.03% | New | 2,454 | $253K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 2,444 | $252K |
| Avior Wealth Management, LLC | 0.01% | Add +8.9% | 2,443 | $251K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -0.9% | 2,429 | $249K |
| BWM Planning, LLC | 0.09% | Add +5.7% | 2,416 | $249K |
| Net Worth Advisory Group | 0.05% | New | 2,400 | $247K |
| Fiduciary Trust Co | 0.00% | Add +1.2% | 2,399 | $247K |
| Blankinship & Foster, LLC | 0.06% | New | 2,394 | $246K |
| MKT Advisors LLC | 0.10% | New | 2,394 | $245K |
| W.H. Cornerstone Investments Inc. | 0.15% | Add +14.8% | 2,345 | $241K |
| First Command Advisory Services, Inc. | 0.00% | Reduce -33.9% | 2,322 | $239K |
| Wingate Wealth Advisors, Inc. | 0.21% | New | 2,290 | $236K |
| Prism Advisors, Inc. | 0.07% | Reduce -10.3% | 2,280 | $235K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,275 | $234K |
| Elevation Wealth Partners, LLC | 0.09% | No change | 2,270 | $234K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -3.7% | 2,259 | $232K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -17.6% | 2,259 | $232K |
| Aspire Private Capital, LLC | 0.05% | New | 2,258 | $232K |
| Evanson Asset Management, LLC | 0.01% | No change | 2,241 | $231K |
| Redwood Financial Network Corp | 0.15% | No change | 2,215 | $228K |
| Texas Yale Capital Corp. | 0.01% | New | 2,200 | $226K |
| ShoreHaven Wealth Partners, LLC | 0.09% | New | 2,192 | $226K |
| WealthPLAN Partners, LLC | 0.04% | New | 2,188 | $225K |
| Kovack Advisors, Inc. | 0.02% | Add +0.3% | 2,178 | $224K |
| AlphaCore Capital LLC | 0.01% | Add +1.4% | 2,128 | $219K |
| Maridea Wealth Management LLC | 0.06% | New | 2,128 | $219K |
| Fifth Third Bancorp | 0.00% | No change | 2,128 | $219K |
| Stephens Group Asset Management, LLC | 0.02% | New | 2,110 | $217K |
| Trustmark Bank Trust Department | 0.01% | No change | 2,085 | $215K |
| Aprio Wealth Management, LLC | 0.02% | No change | 2,060 | $212K |
| Maxele Advisors, LLC | 0.18% | Reduce -3.5% | 2,043 | $210K |
| Symmetry Partners, LLC | 0.03% | No change | 2,032 | $209K |
| Tanager Wealth Management LLP | 0.02% | Reduce -0.5% | 2,023 | $208K |
| TSA Wealth Managment LLC | 0.08% | New | 2,009 | $207K |
| Sterneck Capital Management, LLC | 0.10% | New | 2,000 | $206K |
| WBH Advisory Inc. | 0.02% | No change | 2,000 | $206K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 1,981 | $204K |
| Davis Wealth Advisors, LLC | 0.22% | New | 1,971 | $203K |
| Advisors Preferred, LLC | 0.03% | Reduce -57.2% | 1,879 | $193K |
| Pflug Koory, LLC | 0.10% | Add +90.2% | 1,839 | $189K |
| Arax Advisory Partners | 0.01% | Add +3380.8% | 1,636 | $168K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Add +1.6% | 1,594 | $164K |
| Inlight Wealth Management, LLC | 0.08% | Add +53.7% | 1,474 | $152K |
| Smartleaf Asset Management LLC | 0.01% | Add +236.8% | 1,327 | $136K |
| Horizons Wealth Management | 0.10% | Add +26.8% | 1,276 | $131K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +93.8% | 1,240 | $128K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.05% | Add +34.3% | 1,241 | $128K |
| CoreCap Advisors, LLC | 0.00% | Add +15.0% | 1,183 | $122K |
| Transce3nd, LLC | 0.05% | New | 1,136 | $117K |
| Barrett & Company, Inc. | 0.04% | No change | 1,051 | $108K |
| TD Capital Management LLC | 0.01% | Add +1.6% | 1,034 | $106K |
| Legacy Bridge, LLC | 0.05% | No change | 1,030 | $106K |
| Retirement Wealth Solutions LLC | 0.08% | Add +722.4% | 1,028 | $106K |
| GeoWealth Management, LLC | 0.00% | New | 1,014 | $104K |
| Cary Street Partners Investment Advisory LLC | 0.05% | New | 982 | $101K |
| Garde Capital, Inc. | 0.01% | No change | 940 | $97K |
| Kiker Wealth Management, LLC | 0.05% | Reduce -18.6% | 904 | $93K |
| Cape Investment Advisory, Inc. | 0.03% | Add +155.4% | 904 | $93K |
| Kings Path Partners LLC | 0.04% | Add +14.4% | 872 | $90K |
| Twin Peaks Wealth Advisors, LLC | 0.03% | New | 822 | $85K |
| Clarity Asset Management, Inc. | 0.04% | Add +1.6% | 704 | $72K |
| Parallel Advisors, LLC | 0.00% | Add +507.8% | 699 | $72K |
| NFSG Corp | 0.01% | No change | 639 | $66K |
| Chesapeake Asset Management LLC | 0.06% | Reduce -58.5% | 627 | $65K |
| IMG Wealth Management, Inc. | 0.05% | Reduce -16.4% | 615 | $63K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 520 | $54K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 515 | $53K |
| WFA of San Diego, LLC | 0.04% | — | 500 | $51K |
| Rossby Financial, LCC | 0.02% | Add +6.5% | 491 | $51K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 468 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +39.3% | 436 | $45K |
| Signature Resources Capital Management, LLC | 0.03% | Add +45.1% | 428 | $44K |
| Semmax Financial Advisors Inc. | 0.01% | New | 421 | $43K |
| Quaker Wealth Management, LLC | 0.01% | — | 420 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.5% | 384 | $40K |
| Colonial Trust Co / SC | 0.01% | No change | 383 | $39K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $34K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 328 | $34K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 301 | $31K |
| New Republic Capital, LLC | 0.01% | New | 270 | $28K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 267 | $27K |
| AllSquare Wealth Management LLC | 0.02% | Reduce -13.1% | 265 | $27K |
| Chapman Financial Group, LLC | 0.02% | — | 250 | $26K |
| LGT Financial Advisors LLC | 0.07% | New | 249 | $26K |
| Covestor Ltd | 0.01% | New | 245 | $25K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -4.1% | 233 | $24K |
| Sound Income Strategies, LLC | 0.00% | Add +102.7% | 225 | $23K |
| Johnson Financial Group, Inc. | 0.00% | New | 217 | $22K |
| Keystone Financial Group, Inc. | 0.01% | Reduce -93.7% | 214 | $22K |
| PrairieView Partners, LLC | 0.00% | Add +8.9% | 220 | $22K |
| Arcadia Investment Management Corp. | 0.00% | No change | 210 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +27.3% | 210 | $22K |
| Cornerstone Planning Group LLC | 0.00% | Add +231.8% | 209 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 200 | $21K |
| Clearstead Advisors, LLC | 0.00% | Reduce -96.0% | 200 | $21K |
| Sunbelt Securities, Inc. | 0.00% | Add +37.6% | 194 | $20K |
| Larson Financial Group LLC | 0.00% | Add +1.8% | 171 | $18K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 165 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.02% | New | 153 | $16K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 152 | $16K |
| Lanark Financial, Inc. | 0.00% | Add +19.2% | 155 | $15K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +51.6% | 144 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 140 | $14K |
| Franklin Resources Inc. | 0.00% | New | 136 | $14K |
| Deutsche Bank AG | 0.00% | No change | 131 | $13K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 119 | $12K |
| Simplex Trading, LLC | 0.00% | New | 121 | $12K |
| Global Trust Asset Management, LLC | 0.01% | No change | 100 | $10K |
| Luminist Capital LLC | 0.01% | New | 100 | $10K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -1.0% | 98 | $10K |
| HFM Investment Advisors, LLC | 0.00% | Add +19.8% | 97 | $10K |
| WealthCollab, LLC | 0.01% | No change | 94 | $10K |
| American Capital Advisory, LLC | 0.00% | Reduce -86.5% | 88 | $9K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 83 | $9K |
| Park Place Capital Corp | 0.00% | New | 83 | $9K |
| NewSquare Capital LLC | 0.00% | No change | 80 | $8K |
| Team Financial Group, LLC | 0.00% | New | 79 | $8K |
| LRI Investments, LLC | 0.00% | New | 72 | $7K |
| Briaud Financial Planning Inc | 0.00% | No change | 72 | $7K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 62 | $6K |
| Archer Investment Corp | 0.00% | No change | 59 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 57 | $6K |
| FSA Wealth Management LLC | 0.00% | New | 48 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -95.9% | 41 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 40 | $4K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 40 | $4K |
| Raleigh Capital Management Inc. | 0.00% | Add +48.0% | 37 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 37 | $4K |
| Compass Financial Services Inc | 0.00% | New | 29 | $3K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 25 | $3K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 19 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 10 | $1K |
| Brooklyn Investment Group | 0.00% | New | 8 | $824 |
| Salem Investment Counselors Inc. | 0.00% | No change | 8 | $824 |
| Legacy Investment Solutions, LLC | 0.00% | — | 7 | $721 |
| Legacy Wealth Managment, LLC | 0.00% | New | 7 | $721 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $309 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 3 | $309 |
| Darwin Wealth Management, LLC | 0.00% | Reduce -94.3% | 2 | $211 |
| Curio Wealth, LLC | 0.00% | No change | 2 | $206 |
| Asset Dedication, LLC | 0.00% | New | 2 | $206 |
| SOA Wealth Advisors, LLC. | 0.00% | New | 1 | $103 |
| Dunhill Financial, LLC | 0.00% | Reduce -90.9% | 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.