iShares Short-Term NationalSUBETF
13F holders, Q1 2024 (March 31)759holders
1famous investor
$104.73avg. 13F price*
At the end of Q1 2024, 759 institutions reported holding iShares Short-Term National (SUB) in their 13F filings. The largest holders were Bank of New York Mellon Corp ($763.3M), Bank of America Corp. ($696.2M) and Envestnet Asset Management Inc. ($623.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Short-Term National
- CUSIP
- 464288158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $53.5M |
| Exits | 70 | $48.9M |
Ownership 759 holders
| Bank of New York Mellon Corp | 0.15% | Reduce -13.3% | 7,288,245 | $763.3M |
| Bank of America Corp. | 0.07% | Reduce -0.9% | 6,647,778 | $696.2M |
| Envestnet Asset Management Inc. | 0.23% | Reduce -0.6% | 5,956,982 | $623.9M |
| Mercer Global Advisors Inc. | 1.59% | Add +7.9% | 5,345,878 | $559.9M |
| Morgan Stanley | 0.03% | Reduce -3.6% | 3,617,598 | $378.9M |
| Sei Investments Co. | 0.39% | Add +1.8% | 2,518,175 | $263.7M |
| Creative Planning | 0.28% | Add +10.3% | 2,391,951 | $250.5M |
| Jane Street Group, LLC | 0.23% | Add +11.3% | 1,703,893 | $178.4M |
| UBS Group AG | 0.05% | Add +9.4% | 1,469,707 | $153.9M |
| Franklin Resources Inc. | 0.04% | Reduce -0.6% | 1,239,888 | $129.9M |
| Royal Bank of Canada | 0.03% | Reduce -18.1% | 1,090,952 | $114.3M |
| Captrust Financial Advisors | 0.41% | Add +14.1% | 1,055,949 | $110.6M |
| Tiaa Trust, National Association | 0.33% | Reduce -6.5% | 1,015,973 | $106.4M |
| Bank of Montreal | 0.03% | Add +33.9% | 974,479 | $102.1M |
| Citigroup Inc. | 0.10% | Add +18.0% | 925,028 | $96.9M |
| Ameriprise Financial Inc. | 0.02% | Add +1.1% | 853,708 | $89.6M |
| US Bancorp \de | 0.11% | Reduce -8.0% | 755,966 | $79.2M |
| Mariner, LLC | 0.16% | Reduce -2.2% | 735,491 | $77.0M |
| LPL Financial LLC | 0.04% | Add +6.9% | 676,430 | $70.8M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -2.6% | 671,148 | $70.3M |
| JPMorgan Chase & Co. | 0.01% | Reduce -38.3% | 580,009 | $60.7M |
| Ellevest, Inc. | 3.69% | Add +4.4% | 567,475 | $59.4M |
| Angeles Wealth Management, LLC | 5.37% | Add +6.8% | 512,989 | $53.7M |
| Wells Fargo & Company | 0.01% | Reduce -7.9% | 511,585 | $53.6M |
| Salomon & Ludwin, LLC | 4.54% | Add +13.0% | 503,947 | $52.8M |
| Heritage Investment Group, Inc. | 6.90% | Reduce -0.1% | 485,752 | $50.9M |
| Allworth Financial LP | 0.35% | Add +1.6% | 470,963 | $49.3M |
| Truepoint, Inc. | 1.09% | Add +8.3% | 367,078 | $38.4M |
| Composition Wealth, LLC | 0.97% | Add +28.9% | 366,924 | $38.4M |
| BlackRock Inc. | 0.00% | Reduce -3.8% | 341,227 | $35.7M |
| Willow Creek Wealth Management Inc. | 4.11% | Add +7.9% | 335,788 | $35.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -8.3% | 303,113 | $31.7M |
| Cerity Partners LLC | 0.08% | Reduce -15.6% | 291,759 | $30.6M |
| Stifel Financial Corp. | 0.03% | Add +4.0% | 291,131 | $30.5M |
| Cahaba Wealth Management, Inc. | 2.64% | Add +4.7% | 277,128 | $29.0M |
| Renaissance Technologies | 0.05% | Add +8.3% | 274,400 | $28.7M |
| DGS Capital Management, LLC | 8.11% | Add +10.9% | 272,786 | $28.6M |
| One Capital Management, LLC | 1.01% | Add +8.0% | 266,387 | $27.9M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +1.2% | 263,522 | $27.6M |
| Citizens Financial Group Inc. | 0.89% | Reduce -7.7% | 254,488 | $26.7M |
| Slow Capital, Inc. | 4.03% | Add +13.4% | 240,009 | $25.1M |
| Apella Capital, LLC | 1.27% | Reduce -1.9% | 240,323 | $25.1M |
| Willis Johnson & Associates, Inc. | 2.07% | Add +9.1% | 227,236 | $23.8M |
| Members Trust Co | 0.71% | Add +46.7% | 225,995 | $23.7M |
| Ritholtz Wealth Management | 0.80% | Reduce -2.5% | 222,216 | $23.3M |
| Buckingham Strategic Wealth, LLC | 0.24% | Reduce -3.0% | 216,264 | $22.6M |
| Beacon Pointe Advisors, LLC | 0.24% | Reduce -9.1% | 208,689 | $21.9M |
| HighTower Advisors, LLC | 0.04% | Add +2.4% | 205,689 | $21.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -5.9% | 203,321 | $21.3M |
| Orion Porfolio Solutions, LLC | 0.21% | Add +7.2% | 191,155 | $20.0M |
| Orion Portfolio Solutions, LLC | 0.21% | Add +7.2% | 191,155 | $20.0M |
| RMR Wealth Builders | 2.42% | Add +1.8% | 191,101 | $20.0M |
| Cetera Investment Advisers | 0.05% | Add +353.6% | 186,443 | $19.5M |
| Comerica Bank | 0.08% | Reduce -5.1% | 182,211 | $19.1M |
| Corient Private Wealth LP | 0.03% | Add +3.1% | 181,811 | $19.0M |
| Old National Bancorp | 0.44% | Add +43.9% | 178,258 | $18.7M |
| Raymond James & Associates | 0.01% | Reduce -3.1% | 176,190 | $18.5M |
| United Bank | 2.17% | Add +21.1% | 173,489 | $18.2M |
| MML Investors Services, LLC | 0.07% | Reduce -9.8% | 170,536 | $17.9M |
| Osaic Holdings, Inc. | 0.04% | Reduce -26.7% | 169,596 | $17.8M |
| Choate Investment Advisors | 0.47% | New | 167,923 | $17.6M |
| Rockwood Wealth Management, LLC | 2.23% | Reduce -1.0% | 164,998 | $17.3M |
| Eagle Ridge Investment Management | 1.55% | Add +3.5% | 160,952 | $16.9M |
| Merriman Wealth Management, LLC | 0.74% | Reduce -6.3% | 158,574 | $16.6M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -8.8% | 156,547 | $16.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -0.3% | 153,503 | $16.1M |
| Sheets Smith Wealth Management | 1.77% | Reduce -5.4% | 151,090 | $15.8M |
| Arkansas Financial Group, Inc. | 2.77% | Add +4.4% | 150,268 | $15.7M |
| Ackerman Capital Advisors, LLC | 4.28% | Reduce -0.1% | 148,076 | $15.5M |
| Alesco Advisors, LLC, An ESL Co | 0.49% | Add +6.9% | 142,653 | $14.9M |
| Partners Capital Investment Group, LLP | 0.44% | Reduce -70.7% | 140,566 | $14.7M |
| Brandywine Oak Private Wealth LLC | 1.53% | Add +7.0% | 139,479 | $14.6M |
| Townsquare Capital LLC | 0.20% | Add +11.9% | 130,772 | $13.7M |
| Horiko Capital Management LLC | 4.17% | Reduce -6.5% | 130,383 | $13.7M |
| Legacy Edge Advisors, LLC | 2.83% | Add +12.9% | 129,767 | $13.6M |
| Brown Wealth Management, LLC | 5.41% | Add +6.3% | 124,975 | $13.1M |
| Nisa Investment Advisors, LLC | 0.08% | Add +47.6% | 119,610 | $12.5M |
| Modera Wealth Management, LLC | 0.19% | Add +0.1% | 119,213 | $12.5M |
| CIBC Private Wealth Group LLC | 0.02% | Add +754.9% | 114,090 | $11.9M |
| Flputnam Investment Management Co. | 0.25% | Add +5.2% | 113,776 | $11.9M |
| Freestone Capital Holdings, LLC | 0.43% | Add +4.9% | 110,090 | $11.5M |
| TD Capital Management LLC | 1.21% | Add +3.8% | 107,916 | $11.3M |
| Dakota Wealth Management | 0.28% | Add +54.5% | 106,221 | $11.1M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Reduce -12.9% | 102,718 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.24% | Add +18.1% | 101,959 | $10.7M |
| Meridian Wealth Partners, LLC | 1.91% | Reduce -28.1% | 100,956 | $10.6M |
| Integrated Advisors Network LLC | 0.54% | Add +3.6% | 100,240 | $10.5M |
| Grove Bank & Trust | 1.76% | Add +10.2% | 100,036 | $10.5M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +1.0% | 99,274 | $10.4M |
| Alera Investment Advisors, LLC | 1.40% | Reduce -5.6% | 98,561 | $10.3M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -1.8% | 98,122 | $10.3M |
| MBL Wealth, LLC | 1.16% | Reduce -6.7% | 97,521 | $10.2M |
| Park Avenue Securities LLC | 0.13% | Reduce -2.4% | 97,227 | $10.2M |
| Brio Consultants, LLC | 1.66% | Add +5.0% | 94,226 | $9.9M |
| Morton Brown Family Wealth, LLC | 4.02% | Add +11.3% | 92,936 | $9.7M |
| Avantax Planning Partners, Inc. | 0.31% | Reduce -10.6% | 90,960 | $9.5M |
| Bailard, Inc. | 0.26% | Reduce -31.2% | 90,364 | $9.5M |
| Heartwood Wealth Advisors LLC | 1.15% | Reduce -28.7% | 89,424 | $9.4M |
| Windham Capital Management, LLC | 6.99% | Reduce -68.0% | 84,825 | $8.9M |
| Balentine LLC | 0.26% | Add +1.2% | 83,192 | $8.7M |
| Partners in Financial Planning | 1.92% | Add +2.9% | 82,242 | $8.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +119.6% | 78,281 | $8.2M |
| Quent Capital, LLC | 0.92% | Add +1.4% | 75,291 | $7.9M |
| Oak Harvest Investment Services | 1.30% | Add +15.2% | 74,606 | $7.8M |
| Symmetry Partners, LLC | 0.60% | Reduce -26.2% | 73,686 | $7.7M |
| Opus Capital Group, LLC | 1.11% | Reduce -5.9% | 72,817 | $7.6M |
| Integrated Wealth Concepts LLC | 0.11% | Add +2.1% | 71,545 | $7.5M |
| Bromfield Sneider Wealth Advisors | 4.59% | Add +6.7% | 71,000 | $7.4M |
| M&T Bank Corp | 0.03% | Reduce -6.8% | 70,299 | $7.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.3% | 68,762 | $7.2M |
| Aua Capital Management, LLC | 4.13% | Reduce -0.1% | 68,508 | $7.2M |
| Abundance Wealth Counselors | 1.61% | Add +5.8% | 66,965 | $7.0M |
| Life Planning Partners, Inc | 6.91% | Reduce -6.9% | 66,213 | $6.9M |
| Aspen Wealth Management LLC | 2.67% | Reduce -12.5% | 66,021 | $6.9M |
| Nicolet Advisory Services, LLC | 0.70% | Reduce -2.3% | 66,003 | $6.9M |
| Founders Financial Securities LLC | 0.72% | Add +1.8% | 65,768 | $6.9M |
| Advisory Services Network, LLC | 0.15% | Reduce -9.0% | 65,471 | $6.9M |
| Horizon Investments, LLC | 0.18% | Add +1.6% | 65,290 | $6.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +3.5% | 64,700 | $6.8M |
| Jordan Park Group LLC | 0.43% | Add +4.5% | 64,496 | $6.8M |
| Manhattan West Asset Management, LLC | 1.60% | Reduce -36.3% | 63,838 | $6.7M |
| Condor Capital Management | 0.65% | Add +4.7% | 63,123 | $6.6M |
| Clarus Group, Inc. | 4.63% | Reduce -4.4% | 63,106 | $6.6M |
| Clearwater Capital Advisors, LLC | 0.70% | Add +2.0% | 62,371 | $6.5M |
| Lindenwold Advisors, INC | 3.49% | Add +46.2% | 62,226 | $6.5M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +1.5% | 62,183 | $6.5M |
| Country Club Bank | 0.45% | Reduce -2.6% | 61,072 | $6.4M |
| Brookstone Capital Management | 0.11% | Add +9.0% | 60,643 | $6.4M |
| Elmwood Wealth Management, Inc. | 2.67% | Add +2.1% | 59,517 | $6.2M |
| LVW Advisors, LLC | 1.04% | Add +19.2% | 58,569 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.7% | 57,334 | $6.0M |
| Chesapeake Capital Corp. | 4.45% | Reduce -28.9% | 57,097 | $6.0M |
| Blair William & Co. | 0.02% | Add +15.6% | 56,301 | $5.9M |
| Transamerica Financial Advisors, LLC | 0.60% | New | 56,192 | $5.9M |
| Zhang Financial LLC | 0.43% | Add +1.9% | 55,866 | $5.9M |
| LJI Wealth Management, LLC | 1.51% | Reduce -3.8% | 55,842 | $5.8M |
| Phillips Financial Management, LLC | 0.48% | Add +1.8% | 55,697 | $5.8M |
| Focus Partners Wealth | 0.05% | Add +4.3% | 55,308 | $5.8M |
| Single Point Partners, LLC | 1.32% | Add +6.0% | 54,419 | $5.7M |
| Signet Financial Management, LLC | 0.78% | Add +4.4% | 54,341 | $5.7M |
| EP Wealth Advisors, LLC | 0.07% | Add +0.5% | 54,061 | $5.7M |
| Private Wealth Management Group, LLC | 2.56% | Reduce -37.2% | 54,032 | $5.7M |
| JFS Wealth Advisors, LLC | 0.45% | Add +22.5% | 53,599 | $5.6M |
| Lutz Financial Services LLC | 0.49% | Reduce -10.6% | 53,296 | $5.6M |
| Wealthcare Advisory Partners LLC | 0.18% | Reduce -0.9% | 53,101 | $5.6M |
| PDS Planning, Inc | 0.58% | Reduce -0.9% | 52,645 | $5.5M |
| Austin Private Wealth, LLC | 0.63% | Reduce -1.5% | 52,733 | $5.5M |
| Eagle Rock Investment Company, LLC | 1.01% | Reduce -0.5% | 51,916 | $5.4M |
| Waverly Advisors, LLC | 0.13% | New | 51,797 | $5.4M |
| Truist Financial Corp. | 0.01% | Reduce -3.0% | 51,430 | $5.4M |
| Diversified Portfolios, Inc. | 0.76% | Add +0.5% | 51,275 | $5.4M |
| Yeomans Consulting Group, Inc. | 2.35% | Reduce -27.0% | 51,218 | $5.4M |
| Pallas Capital Advisors LLC | 0.22% | Add +10.8% | 51,100 | $5.4M |
| Legacy Financial Group, Inc. | 2.07% | Reduce -7.5% | 50,125 | $5.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Add +2.3% | 49,166 | $5.1M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -5.7% | 48,912 | $5.1M |
| Mayflower Financial Advisors, LLC | 0.85% | Reduce -2.8% | 48,749 | $5.1M |
| Integris Wealth Management, LLC | 1.40% | Add +0.2% | 48,289 | $5.1M |
| Smithfield Trust Co | 0.27% | Add +7.6% | 48,180 | $5.0M |
| Alhambra Investment Management LLC | 2.75% | Add +187.0% | 47,969 | $5.0M |
| Alaethes Wealth, LLC | 2.16% | Add +5.3% | 47,300 | $5.0M |
| Smith & Howard Wealth Management, LLC | 1.50% | Reduce -14.7% | 46,238 | $4.8M |
| Meritage Portfolio Management | 0.30% | Reduce -6.9% | 45,260 | $4.7M |
| Northeast Financial Group, Inc. | 2.07% | Add +23.4% | 44,618 | $4.7M |
| NewEdge Wealth, LLC | 0.10% | Add +36.7% | 44,431 | $4.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -3.6% | 44,306 | $4.6M |
| GAMMA Investing LLC | 0.93% | Add +7.1% | 43,393 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.26% | Add +224.7% | 43,350 | $4.5M |
| Clarity Asset Management, Inc. | 3.12% | Add +5.4% | 43,080 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -4.0% | 43,032 | $4.5M |
| Bragg Financial Advisors, Inc | 0.20% | Add +1.1% | 42,942 | $4.5M |
| Baron Financial Group, LLC | 2.75% | Reduce -1.3% | 42,630 | $4.5M |
| Parkside Investments, LLC | 0.71% | Reduce -4.5% | 42,500 | $4.5M |
| McNamara Financial Services, Inc. | 0.95% | Add +1.2% | 42,411 | $4.4M |
| Clarius Group, LLC | 0.30% | Reduce -31.9% | 41,820 | $4.4M |
| Studio Investment Management LLC | 1.04% | Reduce -9.5% | 41,811 | $4.4M |
| Johnson Bixby & Associates, LLC | 0.76% | Reduce -21.1% | 41,612 | $4.4M |
| Durante & Waters, LLC | 3.89% | Reduce -0.4% | 40,665 | $4.3M |
| Spire Wealth Management | 0.08% | Add +1.7% | 40,276 | $4.2M |
| Aptus Capital Advisors, LLC | 0.09% | Add +7613.6% | 39,802 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +6.3% | 38,635 | $4.0M |
| Ironwood Wealth Management, LLC. | 1.31% | Reduce -0.3% | 38,630 | $4.0M |
| Curbstone Financial Management Corp | 0.87% | No change | 38,250 | $4.0M |
| Prudential Financial Inc. | 0.01% | Add +4.8% | 38,115 | $4.0M |
| Crestwood Advisors Group, LLC | 0.09% | Reduce -10.7% | 37,475 | $3.9M |
| Valmark Advisers, Inc. | 0.07% | Add +13.0% | 37,341 | $3.9M |
| Brown, Lisle/Cummings, Inc. | 1.32% | No change | 37,237 | $3.9M |
| PrairieView Partners, LLC | 0.45% | Add +16.9% | 37,190 | $3.9M |
| StoneX Group Inc. | 0.35% | Reduce -12.8% | 37,144 | $3.9M |
| Private Ocean, LLC | 0.41% | Reduce -4.0% | 36,971 | $3.9M |
| Exencial Wealth Advisors, LLC | 0.14% | Add +8.6% | 36,854 | $3.9M |
| Mattern Capital Management, LLC | 0.50% | Add +1.0% | 35,471 | $3.7M |
| NewEdge Advisors, LLC | 0.03% | Add +4.7% | 35,428 | $3.7M |
| Private Advisor Group, LLC | 0.03% | Reduce -10.4% | 35,155 | $3.7M |
| Patten Group, Inc. | 0.90% | Reduce -4.6% | 35,009 | $3.7M |
| Chesley Taft & Associates LLC | 0.19% | Add +11.2% | 34,918 | $3.7M |
| AMG National Trust Bank | 0.11% | Reduce -4.4% | 34,914 | $3.7M |
| Mittelman Wealth Management | 2.48% | — | 34,902 | $3.7M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +30.7% | 34,884 | $3.7M |
| Presilium Private Wealth, LLC | 0.96% | Add +17.8% | 34,644 | $3.6M |
| Fonville Wealth Management LLC | 1.58% | Add +27.9% | 34,143 | $3.6M |
| James Investment Research, Inc. | 0.42% | Add +1.2% | 33,790 | $3.5M |
| Lincoln National Corp. | 0.05% | Reduce -5.0% | 33,174 | $3.5M |
| SteelPeak Wealth, LLC | 0.17% | Reduce -31.4% | 32,344 | $3.4M |
| Soltis Investment Advisors LLC | 0.37% | Reduce -35.8% | 31,574 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +30.8% | 31,387 | $3.3M |
| Exchange Capital Management, Inc. | 0.53% | Add +0.8% | 31,047 | $3.3M |
| Oppenheimer & Co. Inc. | 0.05% | Reduce -0.9% | 30,960 | $3.2M |
| Cardiff Park Advisors, LLC | 0.31% | Add +0.1% | 30,628 | $3.2M |
| Highview Capital Management LLC | 1.43% | Reduce -1.3% | 30,313 | $3.2M |
| Larson Financial Group LLC | 0.24% | Add +636.1% | 29,928 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -14.8% | 29,869 | $3.1M |
| Kwmg, LLC | 0.34% | Add +1.7% | 29,415 | $3.1M |
| First American Trust, FSB | 0.32% | Add +14.9% | 29,343 | $3.1M |
| Prio Wealth Limited Partnership | 0.09% | Add +1.2% | 29,200 | $3.1M |
| Evensky & Katz LLC | 0.21% | Reduce -4.7% | 28,696 | $3.0M |
| Connectus Wealth, LLC | 0.08% | Reduce -24.5% | 28,524 | $3.0M |
| Connecticut Wealth Management, LLC | 0.16% | No change | 28,425 | $3.0M |
| Wunderlich Capital Managemnt | 1.34% | Reduce -6.4% | 28,423 | $3.0M |
| Ade, LLC | 1.97% | Reduce -2.4% | 28,071 | $2.9M |
| Chicago Partners Investment Group LLC | 0.12% | Reduce -4.7% | 27,577 | $2.9M |
| Prairieview Wealth Partners, LLC | 2.60% | Add +2.0% | 27,337 | $2.9M |
| Efficient Advisors, LLC | 0.18% | Add +1.8% | 26,823 | $2.8M |
| TD Private Client Wealth LLC | 0.09% | Add +17.0% | 26,657 | $2.8M |
| 1900 Wealth Management LLC | 0.25% | Reduce -24.6% | 26,390 | $2.8M |
| Boston Mountain Money Management Inc. | 1.87% | — | 26,082 | $2.7M |
| Obsidian Personal Planning Solutions LLC | 1.78% | Add +10.5% | 25,977 | $2.7M |
| Wealth Architects, LLC | 0.36% | Add +3.6% | 25,875 | $2.7M |
| Walkner Condon Financial Advisors LLC | 0.57% | Reduce -4.4% | 25,772 | $2.7M |
| McAdam, LLC | 0.17% | Reduce -7.3% | 25,588 | $2.7M |
| Omega Financial Group, LLC | 1.10% | Add +0.3% | 25,575 | $2.7M |
| KM Capital Management Ltd. | 1.47% | Reduce -48.7% | 25,317 | $2.7M |
| Coldstream Capital Management Inc. | 0.07% | New | 25,305 | $2.7M |
| Cwm, LLC | 0.01% | Add +1.0% | 24,603 | $2.6M |
| Becker Capital Management Inc. | 0.09% | New | 24,530 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.14% | Reduce -83.9% | 24,325 | $2.5M |
| HTLF Bank | 0.29% | Add +7.4% | 24,209 | $2.5M |
| Arkos Global Advisors | 0.42% | Reduce -8.5% | 24,052 | $2.5M |
| Glenview Trust Co | 0.05% | Add +5.2% | 23,919 | $2.5M |
| Rehmann Capital Advisory Group | 0.19% | Reduce -8.0% | 23,825 | $2.5M |
| Stone Summit Wealth LLC | 0.86% | Add +12.0% | 23,574 | $2.5M |
| German American Bancorp, Inc. | 0.29% | Add +2.5% | 23,318 | $2.4M |
| Unison Advisors LLC | 0.24% | Add +5.7% | 23,205 | $2.4M |
| Sigma Planning Corp | 0.08% | Add +86.0% | 23,048 | $2.4M |
| Montag A & Associates Inc. | 0.12% | Reduce -1.4% | 22,742 | $2.4M |
| Greenup Street Wealth Management LLC | 0.60% | Add +5.1% | 22,657 | $2.4M |
| Private Portfolio Partners LLC | 0.49% | Reduce -31.7% | 22,650 | $2.4M |
| Wiser Wealth Management, Inc | 0.77% | Reduce -4.9% | 22,398 | $2.3M |
| Betterment LLC | 0.01% | Add +41.4% | 22,377 | $2.3M |
| Fifth Third Securities, Inc. | 0.23% | Reduce -49.7% | 22,178 | $2.3M |
| Joel Isaacson & Co., LLC | 0.13% | Add +0.3% | 22,109 | $2.3M |
| Beaird Harris Wealth Management, LLC | 0.22% | Reduce -8.5% | 21,920 | $2.3M |
| Patten & Patten Inc. | 0.16% | New | 21,833 | $2.3M |
| Naples Global Advisors, LLC | 0.23% | Reduce -6.6% | 21,645 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +0.1% | 21,473 | $2.2M |
| Savvy Advisors, Inc. | 1.28% | Add +175.5% | 21,272 | $2.2M |
| Juncture Wealth Strategies, LLC | 0.96% | Add +0.7% | 21,240 | $2.2M |
| Fiduciary Trust Co | 0.03% | Add +1.4% | 21,206 | $2.2M |
| Pinnacle Bancorp, Inc. | 0.65% | Add +0.0% | 21,136 | $2.2M |
| Capasso Planning Partners LLC | 0.90% | Reduce -15.7% | 20,835 | $2.2M |
| 1620 Investment Advisors, Inc. | 2.18% | Add +0.7% | 20,732 | $2.2M |
| Rogco, LP | 0.88% | Add +0.5% | 20,451 | $2.1M |
| Penney Financial, LLC | 1.56% | Add +14.2% | 20,205 | $2.1M |
| Galvin, Gaustad & Stein, LLC | 0.20% | Reduce -9.5% | 20,007 | $2.1M |
| Safir Wealth Advisors, LLC | 1.71% | Reduce -4.6% | 19,914 | $2.1M |
| New World Advisors LLC | 0.61% | Reduce -42.5% | 19,874 | $2.1M |
| RFG Advisory, LLC | 0.07% | Add +11.6% | 19,822 | $2.1M |
| Pine Harbor Wealth Management, LLC | 1.30% | Add +9.9% | 19,706 | $2.1M |
| Rosenberg Matthew Hamilton | 0.60% | Reduce -8.8% | 19,746 | $2.1M |
| Principal Securities, Inc. | 0.06% | Add +4.4% | 19,309 | $2.0M |
| Certus Wealth Management, LLC | 1.61% | Add +45.3% | 19,325 | $2.0M |
| Apexium Financial, LP | 0.15% | Reduce -4.1% | 19,192 | $2.0M |
| CGN Advisors LLC | 0.25% | Reduce -70.7% | 19,147 | $2.0M |
| Forum Financial Management, LP | 0.03% | Reduce -33.6% | 18,830 | $2.0M |
| Rinkey Investments | 0.72% | Reduce -3.2% | 18,755 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +74.1% | 18,612 | $1.9M |
| Intergy Private Wealth, LLC | 0.80% | Reduce -14.8% | 18,602 | $1.9M |
| WJ Wealth Management, LLC | 0.77% | Reduce -2.6% | 18,544 | $1.9M |
| Allegheny Financial Group | 0.60% | Reduce -1.9% | 18,514 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.11% | Reduce -25.7% | 18,410 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.2% | 18,247 | $1.9M |
| Bernardo Wealth Planning LLC | 0.53% | Add +27.5% | 18,100 | $1.9M |
| Anderson Hoagland & Co. | 0.21% | Add +1.7% | 18,143 | $1.9M |
| Farther Finance Advisors, LLC | 0.11% | Add +10.6% | 18,011 | $1.9M |
| Charles Schwab Trust Co | 0.18% | Add +80.6% | 17,966 | $1.9M |
| Wescott Financial Advisory Group, LLC | 0.23% | Add +0.3% | 17,819 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | New | 17,770 | $1.9M |
| Tidal Investments LLC | 0.03% | Reduce -28.2% | 17,742 | $1.9M |
| Keebeck Wealth Management | 0.27% | Reduce -2.7% | 17,597 | $1.8M |
| WNY Asset Management, LLC | 0.28% | Add +4.5% | 17,507 | $1.8M |
| Premier Path Wealth Partners, LLC | 0.34% | New | 17,321 | $1.8M |
| Seaside Wealth Management, Inc. | 0.77% | Reduce -8.8% | 17,146 | $1.8M |
| BIP Wealth, LLC | 0.13% | Reduce -5.3% | 16,955 | $1.8M |
| One Wealth Advisors, LLC | 0.30% | Reduce -66.5% | 16,651 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -7.1% | 16,519 | $1.7M |
| Tompkins Financial Corp. | 0.20% | No change | 16,485 | $1.7M |
| First National Trust Co | 0.07% | Add +1.0% | 16,270 | $1.7M |
| Advus Financial Partners, LLC | 0.53% | Add +22.2% | 16,253 | $1.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0.93% | Add +0.1% | 16,292 | $1.7M |
| Apeiron RIA LLC | 0.49% | Reduce -3.6% | 16,140 | $1.7M |
| Steel Grove Capital Advisors, LLC | 0.22% | Reduce -45.2% | 16,065 | $1.7M |
| IAM Advisory, LLC | 0.46% | Add +60.0% | 16,050 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Add +3.1% | 16,023 | $1.7M |
| Legacy Private Trust Co. | 0.12% | Reduce -13.4% | 15,943 | $1.7M |
| ARK & TLK Investments, LLC | 0.65% | Add +3.3% | 15,853 | $1.7M |
| Beacon Harbor Wealth Advisors, Inc. | 0.43% | No change | 15,661 | $1.6M |
| First Hawaiian Bank | 0.05% | No change | 15,632 | $1.6M |
| Olde Wealth Management, LLC | 0.76% | Reduce -8.0% | 15,362 | $1.6M |
| Boltwood Capital Management | 0.50% | Reduce -12.0% | 15,360 | $1.6M |
| Wilmington Savings Fund Society, FSB | 0.06% | — | 15,192 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -30.9% | 15,111 | $1.6M |
| Main Line Retirement Advisors, LLC | 1.24% | Add +10.8% | 15,022 | $1.6M |
| Relative Value Partners Group, LLC | 0.10% | Reduce -0.0% | 14,939 | $1.6M |
| Narus Financial Partners, LLC | 0.67% | Add +34.8% | 14,899 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Reduce -34.9% | 14,868 | $1.6M |
| Mayport, LLC | 0.58% | Add +1.2% | 14,477 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -2.7% | 14,463 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.29% | No change | 14,449 | $1.5M |
| Bull Street Advisors, LLC | 0.71% | Reduce -18.8% | 14,245 | $1.5M |
| Greenspring Advisors, LLC | 0.37% | No change | 14,001 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -10.2% | 13,965 | $1.5M |
| Simon Quick Advisors, LLC | 0.11% | Add +7.9% | 13,928 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -14.3% | 13,805 | $1.4M |
| Webster Bank, N. A. | 0.16% | No change | 13,731 | $1.4M |
| Pitcairn Co. | 0.09% | No change | 13,641 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.5% | 13,490 | $1.4M |
| Swmg, LLC | 0.64% | Add +4.0% | 13,481 | $1.4M |
| Bray Capital Advisors | 0.35% | No change | 13,275 | $1.4M |
| Rockbridge Investment Management, LCC | 0.20% | No change | 13,227 | $1.4M |
| Probity Advisors, Inc. | 0.29% | Reduce -49.3% | 13,191 | $1.4M |
| Advisory Alpha, LLC | 0.06% | Add +59.7% | 13,001 | $1.4M |
| Plancorp, LLC | 0.06% | No change | 13,000 | $1.4M |
| Maryland Capital Advisors Inc. | 0.83% | Reduce -1.9% | 12,818 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.05% | Add +1.1% | 12,794 | $1.3M |
| Debussy Capital Management LP | 0.39% | Reduce -35.8% | 12,760 | $1.3M |
| Treynor Bancshares, Inc. | 0.77% | Add +0.0% | 12,735 | $1.3M |
| Human Investing LLC | 0.27% | Add +2.0% | 12,606 | $1.3M |
| Stephen J. Garry & Associates, LLC | 1.36% | Add +0.0% | 12,535 | $1.3M |
| FLC Capital Advisors | 0.33% | No change | 12,487 | $1.3M |
| Flagstar Securities, Inc. | 0.36% | Add +90.6% | 12,443 | $1.3M |
| Total Wealth Planning, LLC | 0.22% | Reduce -3.3% | 12,426 | $1.3M |
| Parallel Advisors, LLC | 0.04% | Reduce -0.8% | 12,377 | $1.3M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -37.4% | 12,351 | $1.3M |
| WASHINGTON TRUST Co | 0.05% | Add +4.5% | 12,333 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Add +0.1% | 12,309 | $1.3M |
| True Link Financial Advisors, LLC | 0.12% | New | 12,100 | $1.3M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +7.4% | 11,824 | $1.2M |
| Journey Strategic Wealth LLC | 0.05% | Add +8.2% | 11,814 | $1.2M |
| Scott Capital Advisors, LLC | 0.38% | Add +6.7% | 11,837 | $1.2M |
| McNaughton Wealth Management, LLC | 0.68% | Reduce -13.2% | 11,720 | $1.2M |
| Northern Trust Corp. | 0.00% | New | 11,660 | $1.2M |
| MBM Wealth Consultants, LLC | 0.43% | Add +40.0% | 11,647 | $1.2M |
| Cascade Financial Partners, LLC | 0.17% | — | 11,630 | $1.2M |
| Continuum Wealth Advisors, LLC | 0.68% | Add +0.4% | 11,508 | $1.2M |
| Zacks Investment Management | 0.01% | Reduce -14.6% | 11,347 | $1.2M |
| Cynosure Group, LLC | 0.21% | No change | 11,337 | $1.2M |
| Everhart Financial Group, Inc. | 0.34% | Add +2.2% | 11,307 | $1.2M |
| FC Advisory LLC | 0.43% | Add +11.1% | 11,242 | $1.2M |
| Physician Wealth Advisors, Inc. | 0.24% | Reduce -2.6% | 11,107 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +10.4% | 11,053 | $1.2M |
| Cypress Capital Group | 0.14% | Add +93.8% | 11,001 | $1.2M |
| Hill Island Financial LLC | 0.38% | Add +23.6% | 10,907 | $1.1M |
| Catalyst Financial Partners LLC | 0.29% | Reduce -65.3% | 10,833 | $1.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Reduce -4.4% | 10,805 | $1.1M |
| Ally Invest Advisors Inc. | 0.11% | Add +9.1% | 10,740 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.15% | No change | 10,700 | $1.1M |
| Confluence Wealth Services, Inc. | 0.10% | Add +131.6% | 10,690 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.12% | Add +5.8% | 10,616 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +17.0% | 10,493 | $1.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +12.5% | 10,334 | $1.1M |
| VERITY Wealth Advisors | 0.83% | Add +33.1% | 10,328 | $1.1M |
| Nwam LLC | 0.09% | Reduce -38.6% | 10,318 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.72% | New | 10,200 | $1.1M |
| MainStreet Investment Advisors LLC | 0.13% | Reduce -1.5% | 10,134 | $1.1M |
| Linscomb Wealth, Inc. | 0.05% | No change | 10,022 | $1.0M |
| TruNorth Capital Management, LLC | 0.36% | — | 9,996 | $1.0M |
| Running Point Capital Advisors, LLC | 0.47% | Reduce -2.3% | 9,971 | $1.0M |
| Austin Asset Management Co Inc | 0.23% | Add +2.3% | 9,830 | $1.0M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -29.3% | 9,792 | $1.0M |
| Power Wealth Management LLC | 0.64% | Add +13.3% | 9,761 | $1.0M |
| Sigma Investment Counselors Inc. | 0.07% | Reduce -15.0% | 9,713 | $1.0M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -45.6% | 9,701 | $1.0M |
| Lido Advisors, LLC | 0.01% | Reduce -13.9% | 9,609 | $1.0M |
| Orange Investment Advisors, Inc. | 0.12% | Add +33.2% | 9,608 | $1.0M |
| Westover Capital Advisors, LLC | 0.29% | Reduce -11.7% | 9,599 | $1.0M |
| Hilltop Partners LLC | 0.36% | Add +0.0% | 9,575 | $1.0M |
| Heritage Wealth Partners, LLC | 2.04% | No change | 9,460 | $997K |
| White Lighthouse Investment Management Inc. | 0.20% | No change | 9,500 | $995K |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -34.2% | 9,446 | $989K |
| Evernest Financial Advisors, LLC | 0.47% | Add +19.7% | 9,435 | $987K |
| Mather Group, Llc. | 0.02% | Reduce -5.5% | 9,322 | $983K |
| Citizens & Northern Corp. | 0.33% | No change | 9,296 | $974K |
| Cosner Financial Group, LLC | 0.70% | Add +29.1% | 9,291 | $973K |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +67.3% | 9,254 | $969K |
| GC Wealth Management RIA, LLC | 0.19% | Add +13.5% | 9,206 | $964K |
| Chatham Capital Group, Inc. | 0.18% | Add +19.5% | 9,175 | $961K |
| Equita Financial Network, Inc. | 0.43% | Reduce -51.1% | 9,129 | $956K |
| McBroom & Associates, LLC | 0.62% | Add +0.4% | 9,059 | $949K |
| Trinity Wealth Management, LLC | 0.49% | Reduce -51.7% | 9,034 | $946K |
| Altiora Financial Group, LLC | 0.26% | No change | 9,024 | $945K |
| Brighton Jones LLC | 0.03% | Reduce -1.6% | 9,006 | $943K |
| Orgel Wealth Management, LLC | 0.03% | Reduce -99.2% | 8,923 | $935K |
| Financial Strategies Group, Inc. | 0.25% | Add +9.2% | 8,947 | $934K |
| Steele Capital Management, Inc. | 0.05% | Reduce -2.1% | 8,882 | $930K |
| Shore Point Advisors, LLC | 0.53% | Add +2.0% | 8,833 | $925K |
| Aviance Capital Partners, LLC | 0.14% | Reduce -7.8% | 8,828 | $925K |
| WealthShield Partners, LLC | 0.15% | Reduce -2.0% | 8,597 | $900K |
| W.H. Cornerstone Investments Inc. | 0.64% | Reduce -16.0% | 8,531 | $893K |
| Heritage Wealth Management, Inc. | 0.89% | Add +0.1% | 8,511 | $891K |
| SageView Advisory Group, LLC | 0.04% | New | 9,651 | $881K |
| Portland Global Advisors LLC | 0.12% | Reduce -64.9% | 8,377 | $877K |
| Tobias Financial Advisors, Inc. | 0.20% | No change | 8,264 | $865K |
| RHS Financial, LLC | 0.50% | Add +36.4% | 8,170 | $856K |
| Central Pacific Bank - Trust Division | 0.11% | — | 8,106 | $847K |
| Tilson Financial Group, Inc. | 0.45% | Reduce -41.4% | 7,925 | $830K |
| Prairiewood Capital, LLC | 0.39% | Reduce -0.6% | 7,903 | $828K |
| Cresset Asset Management, LLC | 0.00% | Reduce -58.1% | 7,891 | $827K |
| Revolve Wealth Partners, LLC | 0.14% | No change | 7,877 | $825K |
| Sage Financial Management Group, Inc. | 0.39% | Add +33.8% | 7,820 | $819K |
| Vertex Planning Partners, LLC | 0.23% | No change | 7,799 | $817K |
| Pure Financial Advisors, LLC | 0.03% | Add +3.6% | 7,794 | $816K |
| Summit Financial, LLC | 0.05% | Reduce -17.0% | 7,779 | $815K |
| Cape Cod Five Cents Savings Bank | 0.08% | No change | 7,762 | $813K |
| First Affirmative Financial Network | 0.59% | Reduce -1.5% | 7,672 | $804K |
| FF Advisors,LLC | 0.55% | Reduce -11.6% | 7,578 | $794K |
| Dynamic Wealth Strategies, LLC | 0.68% | New | 7,556 | $791K |
| Northwest Wealth Management, LLC | 0.22% | No change | 7,546 | $790K |
| Kades & Cheifetz LLC | 0.50% | Reduce -16.2% | 7,495 | $785K |
| MIdWestOne Financial Group, Inc. | 0.14% | New | 7,462 | $781K |
| Strategic Blueprint, LLC | 0.06% | Reduce -10.3% | 7,397 | $775K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 7,310 | $766K |
| Archford Capital Strategies, LLC | 0.13% | Reduce -9.1% | 7,231 | $757K |
| Armor Investment Advisors, LLC | 0.36% | Reduce -4.2% | 7,196 | $754K |
| C M Bidwell & Associates Ltd. | 0.51% | No change | 7,184 | $752K |
| Harbour Investments, Inc. | 0.03% | Reduce -19.0% | 7,174 | $751K |
| Vista Investment Management | 0.30% | Reduce -6.6% | 7,063 | $740K |
| Creative Financial Designs Inc. | 0.07% | Reduce -35.1% | 7,015 | $735K |
| Awm Capital, LLC | 0.12% | Reduce -34.9% | 6,968 | $730K |
| RiverFront Investment Group, LLC | 0.02% | Add +128.4% | 6,967 | $730K |
| PFG Advisors | 0.05% | Reduce -11.6% | 6,960 | $729K |
| Simplicity Wealth,LLC | 0.02% | New | 6,912 | $724K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -0.6% | 6,895 | $722K |
| ShoreHaven Wealth Partners, LLC | 0.40% | Reduce -0.6% | 6,877 | $720K |
| Rede Wealth, LLC | 0.30% | Reduce -45.7% | 6,832 | $716K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -40.5% | 6,825 | $715K |
| Park Place Capital Corp | 0.25% | Add +19.6% | 6,783 | $710K |
| Continuum Advisory, LLC | 0.11% | Reduce -16.3% | 6,762 | $708K |
| Madison Wealth Partners, Inc | 0.26% | Add +1.6% | 6,749 | $707K |
| Dean Investment Associates, LLC | 0.10% | No change | 6,650 | $696K |
| CoreCap Advisors, LLC | 0.04% | Reduce -10.1% | 6,555 | $686K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 6,531 | $684K |
| Dravo Bay LLC | 0.41% | Add +15.8% | 6,528 | $684K |
| AE Wealth Management LLC | 0.01% | Reduce -59.1% | 6,434 | $674K |
| Compass Financial Group, Inc. | 0.36% | Reduce -1.2% | 6,404 | $671K |
| Whittier Trust Co. | 0.01% | No change | 6,393 | $670K |
| Petra Financial Advisors Inc. | 0.49% | Add +30.7% | 6,354 | $666K |
| Berger Financial Group, Inc | 0.05% | New | 6,322 | $662K |
| Wealthcare Capital Management LLC | 0.07% | Reduce -12.6% | 6,311 | $661K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -19.3% | 6,265 | $656K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -38.6% | 6,224 | $652K |
| Regions Financial Corp. | 0.00% | Reduce -53.4% | 6,170 | $646K |
| RCS Financial Planning, LLC | 0.40% | Reduce -2.3% | 6,165 | $646K |
| MidAtlantic Capital Management, Inc. | 0.56% | No change | 6,138 | $643K |
| Peninsula Wealth, LLC | 0.13% | Reduce -41.8% | 6,051 | $634K |
| Carr Financial Group Corp | 0.21% | No change | 6,000 | $628K |
| Plum Street Advisors, LLC | 0.31% | Reduce -15.5% | 5,823 | $618K |
| Private Capital Management LLC | 0.13% | Reduce -6.4% | 5,837 | $611K |
| TAGStone Capital, Inc. | 0.36% | Add +0.3% | 5,803 | $608K |
| Valley National Advisers Inc. | 0.09% | Add +8.8% | 5,770 | $604K |
| Chesapeake Wealth Management | 0.22% | No change | 5,765 | $604K |
| InterOcean Capital Group, LLC | 0.01% | Add +16.2% | 5,748 | $602K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -52.6% | 5,722 | $598K |
| Libra Wealth LLC | 0.26% | No change | 5,699 | $597K |
| Destination Wealth Management | 0.02% | Add +8.8% | 5,681 | $595K |
| Merit Financial Group, LLC | 0.01% | Add +24.2% | 5,659 | $591K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -95.5% | 5,626 | $589K |
| Smith Anglin Financial, LLC | 0.06% | Reduce -9.9% | 5,620 | $589K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -39.3% | 5,553 | $582K |
| Headinvest, LLC | 0.11% | New | 5,536 | $580K |
| SP Asset Management LLC | 0.05% | No change | 5,500 | $576K |
| Archvest Wealth Advisors, Inc. | 0.41% | Reduce -46.2% | 5,499 | $575K |
| Balanced Rock Investment Advisors LLC | 0.49% | Reduce -34.4% | 5,480 | $574K |
| Diversify Advisory Services, LLC | 0.03% | — | 5,463 | $571K |
| Napa Wealth Management | 0.30% | Reduce -29.4% | 5,425 | $568K |
| Johnson Financial Group, Inc. | 0.03% | Add +718.4% | 5,254 | $550K |
| Theory Financial LLC | 0.28% | Add +10.1% | 5,241 | $549K |
| WBH Advisory Inc. | 0.06% | Reduce -3.3% | 5,144 | $539K |
| Waldron Private Wealth LLC | 0.02% | No change | 5,018 | $526K |
| Wedmont Private Capital | 0.04% | Reduce -50.2% | 5,028 | $525K |
| Capital Insight Partners, LLC | 0.10% | Add +3.1% | 5,014 | $525K |
| Hunter Associates Investment Management LLC | 0.09% | Reduce -33.3% | 5,000 | $524K |
| Procyon Advisors, LLC | 0.04% | Reduce -14.3% | 4,993 | $523K |
| Bleakley Financial Group, LLC | 0.02% | Add +7.8% | 4,991 | $523K |
| High Falls Advisors, Inc | 0.13% | Reduce -16.6% | 4,983 | $522K |
| Levy Wealth Management Group, LLC | 0.15% | No change | 4,915 | $518K |
| Aspen Wealth Strategies, LLC | 0.36% | Add +1.7% | 4,911 | $514K |
| Aletheian Wealth Advisors LLC | 0.28% | Add +15.5% | 4,910 | $514K |
| Jacobsen Capital Management | 0.24% | Add +0.3% | 4,907 | $514K |
| Capstone Capital LLC | 0.44% | Reduce -25.3% | 4,884 | $512K |
| BCGM Wealth Management, LLC | 0.18% | Add +0.2% | 4,861 | $509K |
| Meridian Wealth Management, LLC | 0.08% | Reduce -4.0% | 4,842 | $507K |
| Icon Wealth Advisors, LLC | 0.05% | Reduce -8.1% | 4,821 | $505K |
| Renasant Bank | 0.36% | Add +41.1% | 4,803 | $503K |
| One Wealth Management Investment & Advisory Services, LLC | 0.21% | Add +12.7% | 4,790 | $502K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -3.8% | 4,783 | $501K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -16.8% | 4,773 | $500K |
| Capital Investment Services of America, Inc. | 0.05% | No change | 4,750 | $497K |
| Foster & Motley Inc. | 0.03% | Add +9.7% | 4,745 | $497K |
| Ballentine Capital Advisors, Inc | 0.27% | No change | 4,736 | $495K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -36.1% | 4,627 | $485K |
| Colonial Trust Advisors | 0.05% | Reduce -22.1% | 4,626 | $484K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -0.9% | 4,610 | $483K |
| Financial Life Advisors | 0.20% | Add +2.8% | 4,579 | $480K |
| Haverford Trust Co | 0.01% | Reduce -67.2% | 4,573 | $479K |
| Towerpoint Wealth, LLC | 0.24% | Reduce -35.1% | 4,539 | $475K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -41.6% | 4,536 | $475K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -9.6% | 4,504 | $472K |
| LaFleur & Godfrey LLC | 0.07% | No change | 4,475 | $469K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 4,424 | $463K |
| IFP Advisors, Inc | 0.02% | Reduce -21.5% | 4,417 | $463K |
| Keybank National Association | 0.00% | Reduce -1.8% | 4,351 | $456K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,350 | $456K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Reduce -17.1% | 4,329 | $453K |
| KFA Private Wealth Group, LLC | 0.14% | Add +18.3% | 4,293 | $450K |
| Wedbush Securities Inc. | 0.02% | Add +1.6% | 4,279 | $448K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +27.6% | 4,273 | $448K |
| Roberts Financial Services LLC | 0.09% | Reduce -5.4% | 4,232 | $443K |
| Waller Financial Planning Group, Inc. | 0.12% | Reduce -25.5% | 4,214 | $441K |
| Regal Investment Advisors LLC | 0.03% | Reduce -56.2% | 4,207 | $441K |
| Red Tortoise LLC | 0.24% | Add +3.2% | 4,162 | $436K |
| TruWealth Advisors, LLC | 0.03% | Reduce -19.7% | 4,158 | $435K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +56.6% | 4,143 | $434K |
| Eagle Strategies LLC | 0.10% | Add +94.8% | 4,104 | $430K |
| Carlson Capital Management | 0.02% | New | 4,055 | $425K |
| Colton Groome Financial Advisors, LLC | 0.17% | Reduce -13.8% | 4,051 | $424K |
| HCR Wealth Advisors | 0.06% | No change | 4,031 | $422K |
| Guardian Asset Advisors, LLC | 0.35% | Reduce -11.6% | 4,028 | $422K |
| Colonial Trust Co / SC | 0.08% | No change | 4,025 | $422K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,011 | $420K |
| Eagle Global Advisors LLC | 0.02% | No change | 4,000 | $419K |
| Garden State Investment Advisory Services LLC | 0.15% | Reduce -2.7% | 3,985 | $418K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,993 | $418K |
| GenTrust, LLC | 0.03% | No change | 3,990 | $418K |
| Tsfg, LLC | 0.10% | Reduce -4.8% | 3,972 | $416K |
| Fca Corp. | 0.13% | Reduce -25.7% | 3,950 | $414K |
| Objective Capital Management, LLC | 0.28% | New | 3,947 | $413K |
| Choreo, LLC | 0.01% | No change | 3,887 | $407K |
| Brooklyn FI, LLC | 0.17% | Add +16.3% | 3,873 | $406K |
| Pathstone Holdings, LLC | 0.00% | Add +1.0% | 3,865 | $405K |
| My Legacy Advisors, LLC | 0.14% | Reduce -23.6% | 3,858 | $404K |
| Centurion Wealth Management LLC | 0.16% | Add +0.3% | 3,847 | $403K |
| Riversedge Advisors, LLC | 0.10% | Reduce -16.6% | 3,835 | $402K |
| Legacy Financial Strategies, LLC | 0.10% | Add +0.1% | 3,829 | $401K |
| West Coast Financial LLC | 0.05% | No change | 3,823 | $400K |
| Stratos Investment Management, LLC | 0.04% | Add +0.2% | 3,822 | $400K |
| FMR LLC | 0.00% | Add +46.7% | 3,816 | $400K |
| Clear Rock Advisors, LLC | 0.17% | No change | 3,816 | $400K |
| Crewe Advisors LLC | 0.05% | Add +14.3% | 3,800 | $398K |
| Warner Financial, Inc. | 0.20% | No change | 3,784 | $396K |
| Philip James Wealth Mangement, LLC | 0.28% | Reduce -0.4% | 3,756 | $393K |
| Pillar Wealth Advisors, LLC | 0.30% | No change | 3,753 | $393K |
| Shufro Rose & Co. LLC | 0.03% | Add +39.3% | 3,741 | $392K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,735 | $391K |
| Tyche Wealth Partners LLC | 0.10% | No change | 3,730 | $391K |
| Client 1ST Advisory Group, LLC | 0.17% | No change | 3,707 | $388K |
| Waterway Wealth Management, LLC | 0.17% | Reduce -98.3% | 3,700 | $387K |
| Ascent Group, LLC | 0.03% | Reduce -3.1% | 3,685 | $386K |
| Ballast Advisors LLC | 0.13% | Add +25.4% | 3,680 | $385K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -53.8% | 3,659 | $383K |
| Sutton Place Investors LLC | 0.19% | Add +17.2% | 3,654 | $383K |
| Graypoint LLC | 0.03% | Add +4.3% | 3,643 | $382K |
| Vantage Financial Partners, LLC | 0.10% | Reduce -2.7% | 3,620 | $379K |
| Aerodigm Wealth, LLC | 0.15% | Reduce -50.0% | 3,565 | $373K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +10.8% | 3,564 | $373K |
| Bison Wealth, LLC | 0.06% | Reduce -14.1% | 3,561 | $373K |
| Able Wealth Management LLC | 0.32% | Reduce -3.5% | 3,525 | $369K |
| West Wealth Group, LLC | 0.13% | New | 3,438 | $360K |
| Hayek Kallen Investment Management | 0.14% | Add +6.2% | 3,425 | $359K |
| Prospera Financial Services Inc | 0.01% | Add +69.2% | 3,400 | $356K |
| Spotlight Asset Group, Inc. | 0.25% | No change | 3,401 | $356K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +4.4% | 3,371 | $353K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -5.1% | 3,366 | $353K |
| Foster Group, Inc. | 0.02% | Add +1.0% | 3,364 | $352K |
| TNF LLC | 0.14% | Reduce -34.2% | 3,349 | $350K |
| Clearstead Advisors, LLC | 0.02% | Reduce -14.9% | 3,268 | $342K |
| HSBC Holdings PLC | 0.00% | Reduce -17.6% | 3,215 | $337K |
| DeDora Capital, Inc. | 0.11% | Reduce -8.3% | 3,203 | $335K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -10.3% | 3,171 | $332K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 3,171 | $332K |
| Cypress Wealth Services, LLC | 0.08% | Reduce -19.5% | 3,143 | $329K |
| Wealthfront Advisers LLC | 0.00% | Add +4.1% | 3,105 | $325K |
| Auour Investments LLC | 0.12% | Add +8.4% | 3,099 | $325K |
| Horst & Graben Wealth Management LLC | 0.07% | Add +2.7% | 3,073 | $322K |
| Morris Financial Concepts, Inc. | 0.16% | Add +8.0% | 3,068 | $321K |
| True Vision MN LLC | 0.22% | Add +51.6% | 3,013 | $315K |
| PBMares Wealth Management LLC | 0.08% | Reduce -11.6% | 3,000 | $314K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $314K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $314K |
| Summit X, LLC | 0.08% | Reduce -18.5% | 2,987 | $313K |
| Arkadios Wealth Advisors | 0.02% | No change | 2,984 | $313K |
| Exchange Bank | 0.26% | No change | 2,965 | $311K |
| Eley Financial Management, Inc | 0.13% | Reduce -56.1% | 2,953 | $309K |
| Agate Pass Investment Management, LLC | 0.17% | Reduce -18.2% | 2,948 | $309K |
| Alta Wealth Advisors LLC | 0.15% | Add +3.5% | 2,870 | $301K |
| CAP Partners, LLC | 0.26% | Add +0.2% | 2,853 | $299K |
| UMB Bank, n.a. | 0.00% | No change | 2,848 | $298K |
| Investments & Financial Planning, LLC | 0.20% | Reduce -16.1% | 2,825 | $296K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -15.1% | 2,813 | $295K |
| Boston Family Office LLC | 0.02% | Reduce -3.3% | 2,807 | $294K |
| Ethos Financial Group, LLC | 0.06% | No change | 2,778 | $291K |
| Traveka Wealth, LLC | 0.13% | No change | 2,778 | $291K |
| Collaborative Wealth Managment Inc. | 0.15% | New | 2,775 | $291K |
| Venturi Wealth Management, LLC | 0.02% | Reduce -16.9% | 2,765 | $290K |
| McLean Asset Management Corp | 0.10% | Reduce -7.1% | 2,766 | $289K |
| Intrua Financial, LLC | 0.04% | Add +13.9% | 2,754 | $288K |
| Trust Co | 0.04% | Add +0.3% | 2,744 | $287K |
| Bessemer Group Inc. | 0.00% | Reduce -61.0% | 2,750 | $287K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.13% | No change | 2,749 | $287K |
| Savant Capital, LLC | 0.00% | New | 2,728 | $286K |
| Avitas Wealth Management LLC | 0.04% | Reduce -18.8% | 2,720 | $285K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,700 | $283K |
| Flagship Private Wealth, LLC | 0.18% | Reduce -43.4% | 2,682 | $281K |
| Harbor Group, Inc. | 0.07% | No change | 2,674 | $280K |
| Private Trust Co. NA | 0.03% | Add +0.4% | 2,667 | $279K |
| Winthrop Advisory Group LLC | 0.04% | No change | 2,651 | $278K |
| Baldwin Wealth Partners LLC | 0.02% | Add +19.2% | 2,640 | $276K |
| Hart & Patterson Financial Group LLC | 0.14% | Add +0.8% | 2,634 | $276K |
| MSH Capital Advisors LLC | 0.10% | Add +0.1% | 2,632 | $276K |
| Essential Planning, LLC. | 0.14% | No change | 2,610 | $275K |
| Accurate Wealth Management, LLC | 0.08% | Add +4.0% | 2,605 | $272K |
| Financial Advocates Investment Management | 0.02% | New | 2,812 | $269K |
| Braun-Bostich & Associates Inc. | 0.22% | Reduce -50.0% | 2,524 | $264K |
| Watershed Private Wealth LLC | 0.12% | Reduce -2.5% | 2,511 | $263K |
| Worth Financial Advisory Group, LLC | 0.18% | No change | 2,498 | $262K |
| Wealthstream Advisors, Inc. | 0.10% | Add +9.2% | 2,494 | $261K |
| Team Financial Group, LLC | 0.18% | Reduce -3.8% | 2,489 | $261K |
| Dopkins Wealth Management, LLC | 0.16% | New | 2,484 | $260K |
| Two Sigma Securities, LLC | 0.01% | Reduce -58.0% | 2,481 | $260K |
| Washington Trust Bank | 0.02% | Reduce -68.5% | 2,468 | $258K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Add +4.5% | 2,454 | $257K |
| SigFig Wealth Management, LLC | 0.01% | Reduce -2.1% | 2,410 | $252K |
| Pinion Investment Advisors, LLC | 0.13% | New | 2,379 | $249K |
| GoalVest Advisory LLC | 0.08% | Add +247.8% | 2,379 | $249K |
| Firestone Capital Management | 0.07% | Add +0.3% | 2,364 | $248K |
| Opal Wealth Advisors, LLC | 0.08% | No change | 2,350 | $246K |
| 9258 Wealth Management, LLC | 0.04% | Add +1.3% | 2,340 | $245K |
| Compound Planning, Inc. | 0.02% | New | 2,310 | $242K |
| XML Financial, LLC | 0.02% | Add +0.1% | 2,306 | $241K |
| BCS Wealth Management | 0.08% | No change | 2,292 | $240K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,294 | $240K |
| Csenge Advisory Group | 0.01% | Reduce -7.0% | 2,264 | $237K |
| Columbus Macro, LLC | 0.09% | No change | 2,229 | $233K |
| Nicolet Bankshares Inc. | 0.05% | New | 2,227 | $233K |
| First Trust Advisors LP | 0.00% | Add +2.5% | 2,220 | $233K |
| Advisor Resource Council | 0.10% | New | 2,200 | $232K |
| Parkside Financial Bank & Trust | 0.04% | Add +10.4% | 2,199 | $230K |
| ML & R Wealth Management LLC | 0.05% | Reduce -66.6% | 2,186 | $229K |
| Proffitt & Goodson Inc. | 0.04% | No change | 2,146 | $225K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -15.2% | 2,132 | $223K |
| Sax Wealth Advisors, LLC | 0.03% | New | 2,120 | $222K |
| Sunbelt Securities, Inc. | 0.02% | Add +0.1% | 2,119 | $222K |
| Veltria Advisors Corp. | 0.06% | New | 2,118 | $222K |
| OLIO Financial Planning | 0.09% | Reduce -0.7% | 2,093 | $221K |
| Coordinated Financial Services, Inc. | 0.19% | — | 2,089 | $219K |
| Syverson Strege & Co | 0.08% | No change | 2,043 | $214K |
| SevenBridge Financial Group, LLC | 0.05% | New | 2,045 | $214K |
| Shared Vision Wealth Group LLC | 0.13% | Reduce -18.1% | 2,038 | $213K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 2,035 | $213K |
| Sachetta, LLC | 0.10% | No change | 2,000 | $211K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,000 | $209K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,000 | $209K |
| TCTC Holdings, LLC | 0.01% | New | 2,000 | $209K |
| Goldstone Financial Group, LLC | 0.05% | No change | 1,998 | $209K |
| Keel Point, LLC | 0.02% | New | 1,997 | $209K |
| Lane & Associates LLC | 0.13% | Add +0.6% | 1,973 | $207K |
| Stephens Inc. | 0.00% | New | 1,966 | $206K |
| Horan Securities, Inc. | 0.10% | Reduce -60.6% | 1,963 | $206K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -45.5% | 1,952 | $204K |
| Roberts Glore & Co. Inc. | 0.06% | No change | 1,950 | $204K |
| Mission Creek Capital Partners, Inc. | 0.05% | Reduce -12.9% | 1,950 | $204K |
| Financial Counselors Inc. | 0.00% | Reduce -33.3% | 1,944 | $204K |
| Sterling Investment Counsel, LLC | 0.09% | No change | 1,931 | $202K |
| High Probability Advisors, LLC | 0.04% | Add +0.3% | 1,925 | $202K |
| Certified Advisory Corp | 0.03% | New | 1,919 | $201K |
| Operose Advisors LLC | 0.07% | New | 1,914 | $200K |
| Wit, LLC | 5.88% | Reduce -5.0% | 1,845 | $193K |
| Elevate Wealth Advisory, Inc. | 0.17% | Reduce -6.0% | 1,829 | $192K |
| Bangor Savings Bank | 0.02% | Reduce -20.6% | 1,814 | $190K |
| LGT Financial Advisors LLC | 0.22% | Reduce -0.3% | 1,775 | $186K |
| Clearstead Trust, LLC | 0.04% | No change | 1,628 | $171K |
| Capital Analysts, LLC | 0.01% | Reduce -19.9% | 1,622 | $170K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -34.6% | 1,542 | $161K |
| Lanark Financial, Inc. | 0.01% | Reduce -4.1% | 1,463 | $153K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,427 | $149K |
| WR Wealth Planners, LLC | 0.05% | Reduce -31.9% | 1,420 | $149K |
| Rye Brook Capital LLC | 0.09% | No change | 1,400 | $147K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -63.6% | 1,376 | $144K |
| Friedenthal Financial | 0.09% | Add +41.0% | 1,321 | $138K |
| Northwest Capital Management Inc | 0.04% | No change | 1,312 | $137K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -72.8% | 1,305 | $137K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 1,300 | $136K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,187 | $125K |
| Jones Financial Companies LLLP | 0.00% | Add +15.0% | 1,158 | $121K |
| Raffa Wealth Management, LLC | 0.03% | Add +14.0% | 1,099 | $115K |
| Robinswood Financial LLC | 0.05% | No change | 1,088 | $114K |
| Naples Money Management LLC | 0.11% | New | 1,030 | $108K |
| DT Investment Partners, LLC | 0.01% | Reduce -5.2% | 999 | $105K |
| Credential Qtrade Securities Inc. | 0.01% | No change | 955 | $100K |
| Aspire Private Capital, LLC | 0.02% | New | 860 | $90K |
| Global Retirement Partners, LLC | 0.00% | Reduce -25.8% | 800 | $84K |
| FSC Wealth Advisors, LLC | 0.06% | Add +0.4% | 782 | $82K |
| Pacifica Partners Inc. | 0.04% | Reduce -10.4% | 775 | $81K |
| Avior Wealth Management, LLC | 0.00% | Reduce -87.9% | 763 | $80K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $73K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 696 | $73K |
| Gen-Wealth Partners Inc | 0.03% | — | 660 | $69K |
| Pacific Capital Wealth Advisors, Inc. | 0.02% | Reduce -4.3% | 648 | $68K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -31.7% | 638 | $67K |
| Motco | 0.00% | No change | 637 | $67K |
| Cassady Schiller Wealth Management, LLC | 0.03% | Add +31.6% | 592 | $62K |
| Transcendent Capital Group LLC | 0.04% | Add +10.0% | 583 | $61K |
| Stone House Investment Management, LLC | 0.01% | Add +38.5% | 576 | $60K |
| St Germain D J Co. Inc. | 0.00% | Add +618.8% | 575 | $60K |
| SouthState Bank Corp | 0.00% | No change | 538 | $56K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +0.2% | 477 | $50K |
| Mascoma Wealth Management LLC | 0.01% | No change | 450 | $47K |
| Signaturefd, LLC | 0.00% | No change | 395 | $41K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 358 | $37K |
| Headlands Technologies LLC | 0.01% | New | 358 | $37K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 347 | $36K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $34K |
| CNB Bank | 0.01% | No change | 260 | $27K |
| CENTRAL TRUST Co | 0.00% | No change | 210 | $22K |
| Nvwm, LLC | 0.01% | No change | 200 | $21K |
| CVA Family Office, LLC | 0.00% | New | 200 | $21K |
| Barclays PLC | 0.00% | Add +24.2% | 200 | $21K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 197 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 174 | $18K |
| Realta Investment Advisors | 0.00% | Reduce -93.5% | 149 | $16K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 141 | $15K |
| McIlrath & Eck, LLC | 0.00% | New | 129 | $14K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Add +39.6% | 127 | $13K |
| Asset Dedication, LLC | 0.00% | No change | 125 | $13K |
| Highline Wealth Partners LLC | 0.01% | No change | 118 | $12K |
| Kathleen S. Wright Associates Inc. | 0.01% | Reduce -31.2% | 106 | $11K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $10K |
| NorthRock Partners, LLC | 0.00% | No change | 96 | $10K |
| Kelly Financial Services LLC | 0.00% | Reduce -57.2% | 83 | $9K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 80 | $8K |
| Riverview Trust Co | 0.01% | New | 73 | $8K |
| New Republic Capital, LLC | 0.00% | New | 71 | $7K |
| Tyler-Stone Wealth Management | 0.00% | New | 69 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 53 | $6K |
| Viewpoint Capital Management LLC | 0.00% | No change | 50 | $5K |
| Blue Trust, Inc. | 0.00% | Reduce -70.6% | 15 | $2K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 8 | $862 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 5 | $525 |
| Activest Wealth Management | 0.00% | No change | 4 | $428 |
| Addison Advisors LLC | 0.00% | New | 1 | $105 |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.