iShares Short-Term NationalSUBETF
13F holders, Q2 2024 (June 30)761holders +2
52new positions
56sold out
2famous investors
$104.33avg. 13F price*
At the end of Q2 2024, 761 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 2 from Q1 2024. 52 opened new positions and 56 sold out. The largest holders were Bank of America Corp. ($730.6M), Envestnet Asset Management Inc. ($647.0M) and Mercer Global Advisors Inc. ($631.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 52 | $32.1M |
| Exits | 56 | $56.6M |
All 13F filers, Q1 2024 → Q2 2024: 4,528,460 shares bought and 5,200,525 shares sold, net −672,065 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 761 holders
| Bank of America Corp. | 0.07% | Add +5.1% | 6,988,080 | $730.6M |
| Envestnet Asset Management Inc. | 0.23% | Add +3.9% | 6,188,248 | $647.0M |
| Mercer Global Advisors Inc. | 1.72% | Add +13.0% | 6,040,692 | $631.6M |
| Bank of New York Mellon Corp | 0.12% | Reduce -18.9% | 5,913,571 | $618.3M |
| Morgan Stanley | 0.03% | Reduce -0.5% | 3,599,023 | $376.3M |
| Sei Investments Co. | 0.37% | Add +0.0% | 2,518,607 | $263.3M |
| Creative Planning | 0.27% | Add +2.0% | 2,438,932 | $255.0M |
| Tiaa Trust, National Association | 0.59% | Add +79.5% | 1,823,767 | $190.7M |
| UBS Group AG | 0.05% | Reduce -3.5% | 1,417,604 | $148.2M |
| Franklin Resources Inc. | 0.04% | Reduce -3.3% | 1,199,598 | $125.4M |
| Captrust Financial Advisors | 0.38% | Add +8.0% | 1,140,122 | $119.2M |
| Citigroup Inc. | 0.10% | Add +1.7% | 940,553 | $98.3M |
| Ameriprise Financial Inc. | 0.02% | Add +1.3% | 864,735 | $90.4M |
| Bank of Montreal | 0.03% | Reduce -17.1% | 807,616 | $84.5M |
| Royal Bank of Canada | 0.02% | Reduce -26.7% | 799,914 | $83.6M |
| Mariner, LLC | 0.15% | Add +3.4% | 760,416 | $79.5M |
| Jane Street Group, LLC | 0.08% | Reduce -56.3% | 744,770 | $77.9M |
| LPL Financial LLC | 0.04% | Add +6.7% | 721,429 | $75.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Reduce -0.3% | 669,203 | $70.0M |
| US Bancorp \de | 0.10% | Reduce -11.7% | 667,546 | $69.8M |
| JPMorgan Chase & Co. | 0.01% | Add +3.9% | 602,363 | $63.0M |
| Ellevest, Inc. | 3.58% | Add +0.5% | 570,359 | $59.6M |
| Angeles Wealth Management, LLC | 5.06% | Add +0.4% | 515,194 | $53.9M |
| Salomon & Ludwin, LLC | 5.97% | Add +1.6% | 511,790 | $53.5M |
| Wells Fargo & Company | 0.01% | Reduce -3.3% | 494,783 | $51.7M |
| Allworth Financial LP | 0.33% | Add +3.7% | 488,591 | $51.3M |
| Composition Wealth, LLC | 1.22% | Add +30.9% | 480,241 | $50.2M |
| Heritage Investment Group, Inc. | 6.61% | Reduce -5.2% | 460,477 | $48.1M |
| Truepoint, Inc. | 1.03% | Reduce -6.0% | 345,214 | $36.1M |
| Willow Creek Wealth Management Inc. | 3.94% | Reduce -1.4% | 330,931 | $34.6M |
| HighTower Advisors, LLC | 0.05% | Add +58.8% | 326,542 | $34.2M |
| Stifel Financial Corp. | 0.03% | Reduce -0.1% | 290,760 | $30.4M |
| Cerity Partners LLC | 0.08% | Reduce -2.1% | 285,686 | $29.9M |
| Cahaba Wealth Management, Inc. | 2.59% | Add +1.4% | 280,951 | $29.4M |
| DGS Capital Management, LLC | 8.21% | Add +2.5% | 279,566 | $29.2M |
| Partners Capital Investment Group, LLP | 0.49% | Add +97.1% | 277,067 | $29.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -9.0% | 275,893 | $28.8M |
| Raymond James & Associates | 0.02% | Add +46.1% | 257,462 | $26.9M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -4.1% | 252,766 | $26.4M |
| Citizens Financial Group Inc. | 0.55% | Reduce -6.6% | 237,804 | $24.9M |
| Apella Capital, LLC | 1.11% | Reduce -1.2% | 237,430 | $24.9M |
| Willis Johnson & Associates, Inc. | 2.02% | Add +3.5% | 235,106 | $24.6M |
| Old National Bancorp | 0.57% | Add +30.9% | 233,402 | $24.4M |
| Orion Porfolio Solutions, LLC | 0.25% | Add +16.6% | 222,868 | $23.3M |
| Orion Portfolio Solutions, LLC | 0.25% | Add +16.6% | 222,868 | $23.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +8.4% | 220,403 | $23.0M |
| Ritholtz Wealth Management | 0.76% | Reduce -1.5% | 218,945 | $22.9M |
| Osaic Holdings, Inc. | 0.05% | Add +27.3% | 215,826 | $22.6M |
| Members Trust Co | 0.68% | Reduce -4.7% | 215,303 | $22.5M |
| Renaissance Technologies | 0.04% | Reduce -26.6% | 201,480 | $21.1M |
| Focus Partners Wealth | 0.07% | Add +260.3% | 199,256 | $20.9M |
| United Bank | 2.58% | Add +14.7% | 199,024 | $20.8M |
| RMR Wealth Builders | 2.39% | Add +4.1% | 198,964 | $20.8M |
| Buckingham Strategic Wealth, LLC | 0.21% | Reduce -8.8% | 197,126 | $20.6M |
| Corient Private Wealth LP | 0.04% | Add +6.7% | 193,894 | $20.3M |
| Cetera Investment Advisers | 0.05% | Add +3.3% | 192,582 | $20.1M |
| Modera Wealth Management, LLC | 0.30% | Add +61.4% | 192,358 | $20.1M |
| Slow Capital, Inc. | 3.18% | Reduce -21.7% | 187,969 | $19.7M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -11.1% | 185,614 | $19.4M |
| Comerica Bank | 0.08% | Reduce -5.0% | 173,150 | $18.1M |
| Nisa Investment Advisors, LLC | 0.11% | Add +43.3% | 171,440 | $17.9M |
| Eagle Ridge Investment Management | 1.61% | Add +3.4% | 166,400 | $17.4M |
| Rockwood Wealth Management, LLC | 2.10% | Add +0.2% | 165,270 | $17.3M |
| Merriman Wealth Management, LLC | 0.73% | Add +1.1% | 160,340 | $16.8M |
| Arkansas Financial Group, Inc. | 2.92% | Add +4.3% | 156,662 | $16.4M |
| MML Investors Services, LLC | 0.07% | Reduce -8.2% | 156,644 | $16.4M |
| Rockefeller Capital Management L.P. | 0.05% | Reduce -0.0% | 156,525 | $16.4M |
| Alesco Advisors, LLC, An ESL Co | 0.51% | Add +5.0% | 149,723 | $15.7M |
| Alera Investment Advisors, LLC | 1.80% | Add +45.4% | 143,345 | $15.0M |
| Townsquare Capital LLC | 0.20% | Add +5.1% | 137,454 | $14.4M |
| Brandywine Oak Private Wealth LLC | 1.46% | Reduce -2.6% | 135,784 | $14.2M |
| Freestone Capital Holdings, LLC | 0.51% | Add +23.1% | 135,518 | $14.2M |
| One Capital Management, LLC | 0.48% | Reduce -49.5% | 134,660 | $14.1M |
| Sheets Smith Wealth Management | 1.68% | Reduce -11.2% | 134,151 | $14.0M |
| Brown Wealth Management, LLC | 5.50% | Add +4.5% | 130,633 | $13.7M |
| Horiko Capital Management LLC | 3.88% | No change | 130,383 | $13.6M |
| Legacy Edge Advisors, LLC | 2.39% | Reduce -4.3% | 124,220 | $13.0M |
| Flputnam Investment Management Co. | 0.24% | Add +6.9% | 121,643 | $12.7M |
| TD Capital Management LLC | 1.26% | Add +7.1% | 115,554 | $12.1M |
| Ackerman Capital Advisors, LLC | 3.12% | Reduce -24.0% | 112,474 | $11.8M |
| Park Avenue Securities LLC | 0.14% | Add +11.5% | 108,450 | $11.3M |
| CIBC Private Wealth Group LLC | 0.02% | Reduce -5.9% | 107,405 | $11.2M |
| Grove Bank & Trust | 1.74% | Add +3.9% | 103,942 | $10.9M |
| Sequoia Financial Advisors, LLC | 0.13% | Add +4.2% | 103,428 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.21% | Add +0.6% | 102,600 | $10.7M |
| Dakota Wealth Management | 0.25% | Reduce -3.9% | 102,067 | $10.7M |
| Symmetry Partners, LLC | 0.55% | Add +38.3% | 101,938 | $10.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +27.6% | 99,911 | $10.4M |
| Brio Consultants, LLC | 1.70% | Add +4.5% | 98,458 | $10.3M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Reduce -4.5% | 98,088 | $10.3M |
| Integrated Advisors Network LLC | 0.53% | Reduce -2.5% | 97,743 | $10.2M |
| Bailard, Inc. | 0.28% | Add +5.8% | 95,583 | $10.0M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -4.3% | 93,896 | $9.8M |
| MBL Wealth, LLC | 1.10% | Reduce -3.7% | 93,871 | $9.8M |
| Meridian Wealth Partners, LLC | 1.70% | Reduce -8.5% | 92,351 | $9.7M |
| Heartwood Wealth Advisors LLC | 1.14% | Add +1.9% | 91,086 | $9.5M |
| Integrated Wealth Concepts LLC | 0.13% | Add +26.1% | 90,220 | $9.4M |
| Avantax Planning Partners, Inc. | 0.29% | Reduce -6.0% | 85,480 | $8.9M |
| Windham Capital Management, LLC | 6.84% | Reduce -1.4% | 83,624 | $8.7M |
| Larson Financial Group LLC | 0.59% | Add +177.8% | 83,126 | $8.7M |
| Partners in Financial Planning | 1.85% | Reduce -0.8% | 81,541 | $8.5M |
| Balentine LLC | 0.39% | Reduce -2.2% | 81,334 | $8.5M |
| Morton Brown Family Wealth, LLC | 3.27% | Reduce -15.1% | 78,900 | $8.3M |
| Quent Capital, LLC | 0.90% | Add +3.6% | 77,995 | $8.2M |
| Oak Harvest Investment Services | 1.25% | Add +1.7% | 75,890 | $7.9M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +16.5% | 75,349 | $7.9M |
| Opus Capital Group, LLC | 1.08% | Reduce -0.4% | 72,525 | $7.6M |
| Founders Financial Securities LLC | 0.67% | Add +3.6% | 68,147 | $7.1M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +9.3% | 67,977 | $7.1M |
| Aua Capital Management, LLC | 4.27% | Reduce -1.1% | 67,791 | $7.1M |
| Horizon Investments, LLC | 0.20% | Add +4.1% | 67,962 | $7.1M |
| Condor Capital Management | 0.66% | Add +4.7% | 66,064 | $6.9M |
| Nicolet Advisory Services, LLC | 0.66% | Reduce -0.7% | 65,541 | $6.9M |
| Advisory Services Network, LLC | 0.14% | Reduce -1.4% | 64,534 | $6.7M |
| Jordan Park Group LLC | 0.52% | Reduce -0.1% | 64,397 | $6.7M |
| JFS Wealth Advisors, LLC | 0.53% | Add +19.7% | 64,165 | $6.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -8.1% | 63,179 | $6.6M |
| Clearwater Capital Advisors, LLC | 0.70% | Add +1.2% | 63,101 | $6.6M |
| Life Planning Partners, Inc | 5.97% | Reduce -5.0% | 62,875 | $6.6M |
| Lindenwold Advisors, INC | 3.47% | Reduce -0.0% | 62,209 | $6.5M |
| M&T Bank Corp | 0.02% | Reduce -11.6% | 62,151 | $6.5M |
| LVW Advisors, LLC | 0.94% | Add +4.7% | 61,307 | $6.4M |
| Elmwood Wealth Management, Inc. | 2.79% | Add +0.8% | 60,012 | $6.3M |
| Blair William & Co. | 0.02% | Add +5.9% | 59,633 | $6.2M |
| BlackRock Inc. | 0.00% | Reduce -82.5% | 59,583 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.5% | 59,356 | $6.2M |
| Aspen Wealth Management LLC | 2.14% | Reduce -10.4% | 59,136 | $6.2M |
| Brookstone Capital Management | 0.10% | Reduce -3.0% | 58,792 | $6.2M |
| GAMMA Investing LLC | 0.82% | Add +32.7% | 57,569 | $6.0M |
| Manhattan West Asset Management, LLC | 1.63% | Reduce -9.8% | 57,563 | $6.0M |
| Eagle Rock Investment Company, LLC | 1.08% | Add +10.0% | 57,095 | $6.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -63.0% | 56,771 | $5.9M |
| EP Wealth Advisors, LLC | 0.06% | Add +5.0% | 56,752 | $5.9M |
| Transamerica Financial Advisors, LLC | 0.63% | No change | 56,192 | $5.9M |
| Wealthcare Advisory Partners LLC | 0.18% | Add +5.6% | 56,058 | $5.9M |
| Zhang Financial LLC | 0.41% | Add +0.1% | 55,909 | $5.8M |
| Signet Financial Management, LLC | 0.78% | Add +1.8% | 55,303 | $5.8M |
| Country Club Bank | 0.40% | Reduce -9.9% | 55,001 | $5.8M |
| Alaethes Wealth, LLC | 2.38% | Add +16.3% | 54,990 | $5.7M |
| Pallas Capital Advisors LLC | 0.26% | Add +6.3% | 54,318 | $5.7M |
| Lutz Financial Services LLC | 0.49% | Add +1.1% | 53,860 | $5.6M |
| Austin Private Wealth, LLC | 0.60% | Add +0.5% | 52,993 | $5.5M |
| Private Wealth Management Group, LLC | 2.40% | Reduce -2.0% | 52,966 | $5.5M |
| PDS Planning, Inc | 0.56% | Add +0.0% | 52,663 | $5.5M |
| Smithfield Trust Co | 0.29% | Add +8.9% | 52,472 | $5.5M |
| Waverly Advisors, LLC | 0.11% | Reduce -0.3% | 51,665 | $5.4M |
| Avidian Wealth Enterprises, LLC | 0.26% | Add +109.5% | 50,959 | $5.3M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Add +3.5% | 50,864 | $5.3M |
| Diversified Portfolios, Inc. | 0.69% | Reduce -2.6% | 49,931 | $5.2M |
| Truist Financial Corp. | 0.01% | Reduce -4.8% | 48,972 | $5.1M |
| Sanctuary Advisors, LLC | 0.04% | — | 48,901 | $5.1M |
| Phillips Financial Management, LLC | 0.41% | Reduce -13.7% | 48,058 | $5.0M |
| Legacy Financial Group, Inc. | 1.88% | Reduce -5.2% | 47,541 | $5.0M |
| Mayflower Financial Advisors, LLC | 0.79% | Reduce -5.3% | 46,178 | $4.8M |
| Northeast Financial Group, Inc. | 2.07% | Add +3.4% | 46,144 | $4.8M |
| Alhambra Investment Management LLC | 2.58% | Reduce -6.1% | 45,055 | $4.7M |
| NewEdge Wealth, LLC | 0.10% | Add +0.8% | 44,769 | $4.7M |
| Baird Financial Group, Inc. | 0.01% | Add +15.0% | 44,434 | $4.6M |
| Integris Wealth Management, LLC | 1.34% | Reduce -8.1% | 44,358 | $4.6M |
| Clarity Asset Management, Inc. | 3.24% | Add +1.3% | 43,635 | $4.6M |
| Evensky & Katz LLC | 0.32% | Add +50.8% | 43,268 | $4.5M |
| McNamara Financial Services, Inc. | 0.95% | Add +1.3% | 42,972 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.25% | Reduce -1.1% | 42,875 | $4.5M |
| Prudential Financial Inc. | 0.01% | Add +11.2% | 42,391 | $4.4M |
| NewEdge Advisors, LLC | 0.03% | Add +18.0% | 41,790 | $4.4M |
| Bragg Financial Advisors, Inc | 0.19% | Reduce -3.2% | 41,555 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -3.6% | 41,465 | $4.3M |
| Studio Investment Management LLC | 0.99% | Reduce -0.9% | 41,422 | $4.3M |
| World Investment Advisors | 0.27% | New | 41,409 | $4.3M |
| AMG National Trust Bank | 0.12% | Add +18.6% | 41,390 | $4.3M |
| Valmark Advisers, Inc. | 0.07% | Add +10.5% | 41,270 | $4.3M |
| Durante & Waters, LLC | 3.81% | Add +0.7% | 40,947 | $4.3M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -16.8% | 40,673 | $4.3M |
| Baron Financial Group, LLC | 2.68% | Reduce -5.5% | 40,300 | $4.2M |
| Johnson Bixby & Associates, LLC | 0.70% | Reduce -3.8% | 40,034 | $4.2M |
| Meritage Portfolio Management | 0.26% | Reduce -11.7% | 39,989 | $4.2M |
| PrairieView Partners, LLC | 0.46% | Add +5.5% | 39,224 | $4.1M |
| Chesley Taft & Associates LLC | 0.20% | Add +12.0% | 39,113 | $4.1M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +7.1% | 37,368 | $3.9M |
| Smith & Howard Wealth Management, LLC | 1.16% | Reduce -19.4% | 37,245 | $3.9M |
| Brown, Lisle/Cummings, Inc. | 1.27% | No change | 37,237 | $3.9M |
| Spire Wealth Management | 0.14% | Reduce -7.7% | 37,166 | $3.9M |
| Private Ocean, LLC | 0.34% | Reduce -0.3% | 36,852 | $3.9M |
| OneDigital Investment Advisors LLC | 0.05% | Add +171.8% | 36,659 | $3.8M |
| First American Trust, FSB | 0.38% | Add +23.7% | 36,296 | $3.8M |
| Curbstone Financial Management Corp | 0.82% | Reduce -5.2% | 36,250 | $3.8M |
| Parkside Investments, LLC | 0.59% | Reduce -15.3% | 36,000 | $3.8M |
| Ironwood Wealth Management, LLC. | 1.22% | Reduce -7.6% | 35,707 | $3.7M |
| Mittelman Wealth Management | 2.36% | No change | 34,902 | $3.6M |
| Mattern Capital Management, LLC | 0.50% | Reduce -2.9% | 34,446 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | New | 34,088 | $3.6M |
| Fonville Wealth Management LLC | 1.40% | Reduce -1.0% | 33,794 | $3.5M |
| James Investment Research, Inc. | 0.42% | No change | 33,790 | $3.5M |
| Clarius Group, LLC | 0.25% | Reduce -20.0% | 33,441 | $3.5M |
| Presilium Private Wealth, LLC | 0.88% | Reduce -3.6% | 33,400 | $3.5M |
| Exencial Wealth Advisors, LLC | 0.13% | Reduce -9.5% | 33,365 | $3.5M |
| Patten Group, Inc. | 0.82% | Reduce -4.8% | 33,328 | $3.5M |
| Coldstream Capital Management Inc. | 0.08% | Add +29.5% | 32,768 | $3.4M |
| Crestwood Advisors Group, LLC | 0.07% | Reduce -13.8% | 32,290 | $3.4M |
| Oppenheimer & Co. Inc. | 0.05% | Add +0.8% | 31,205 | $3.3M |
| Boston Mountain Money Management Inc. | 2.15% | Add +19.6% | 31,182 | $3.3M |
| Rinkey Investments | 1.17% | Add +65.9% | 31,119 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -12.2% | 30,851 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +2.9% | 30,737 | $3.2M |
| Cardiff Park Advisors, LLC | 0.31% | Add +0.1% | 30,674 | $3.2M |
| Prosperity Planning, Inc. | 1.08% | New | 30,151 | $3.2M |
| TD Private Client Wealth LLC | 0.10% | Add +10.8% | 29,536 | $3.1M |
| Wunderlich Capital Managemnt | 1.35% | Add +1.6% | 28,872 | $3.0M |
| Connecticut Wealth Management, LLC | 0.15% | Reduce -0.3% | 28,350 | $3.0M |
| Kwmg, LLC | 0.32% | Reduce -3.6% | 28,345 | $3.0M |
| Wealth Architects, LLC | 0.36% | Add +9.1% | 28,241 | $3.0M |
| SteelPeak Wealth, LLC | 0.14% | Reduce -12.8% | 28,201 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Add +12.3% | 35,243 | $2.9M |
| Chesapeake Capital Corp. | 3.80% | Reduce -51.4% | 27,742 | $2.9M |
| Tidal Investments LLC | 0.04% | Add +56.4% | 27,742 | $2.9M |
| Ade, LLC | 1.93% | Reduce -2.6% | 27,345 | $2.9M |
| Omega Financial Group, LLC | 1.14% | Add +5.1% | 26,876 | $2.8M |
| Prio Wealth Limited Partnership | 0.08% | Reduce -8.7% | 26,665 | $2.8M |
| Highview Capital Management LLC | 1.16% | Reduce -12.0% | 26,664 | $2.8M |
| Prairieview Wealth Partners, LLC | 2.37% | Reduce -2.6% | 26,627 | $2.8M |
| Glenview Trust Co | 0.06% | Add +11.3% | 26,616 | $2.8M |
| Obsidian Personal Planning Solutions LLC | 1.68% | Add +1.4% | 26,339 | $2.8M |
| Chicago Partners Investment Group LLC | 0.11% | Reduce -5.5% | 26,055 | $2.7M |
| 1900 Wealth Management LLC | 0.26% | Reduce -1.1% | 26,105 | $2.7M |
| Farther Finance Advisors, LLC | 0.13% | Add +45.0% | 26,115 | $2.7M |
| HTLF Bank | 0.31% | Add +6.0% | 25,654 | $2.7M |
| Betterment LLC | 0.01% | Add +13.9% | 25,485 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -42.7% | 25,368 | $2.7M |
| McAdam, LLC | 0.16% | Reduce -1.8% | 25,128 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.56% | Reduce -3.9% | 24,771 | $2.6M |
| Efficient Advisors, LLC | 0.17% | Reduce -8.6% | 24,514 | $2.6M |
| Fiduciary Trust Co | 0.04% | Add +14.3% | 24,230 | $2.5M |
| Exchange Capital Management, Inc. | 0.41% | Reduce -22.2% | 24,144 | $2.5M |
| Arkos Global Advisors | 0.40% | Reduce -0.7% | 23,873 | $2.5M |
| LJI Wealth Management, LLC | 0.55% | Reduce -57.6% | 23,677 | $2.5M |
| KM Capital Management Ltd. | 1.27% | Reduce -7.1% | 23,509 | $2.5M |
| Sigma Planning Corp | 0.08% | Add +0.9% | 23,256 | $2.4M |
| Unison Advisors LLC | 0.30% | Add +0.0% | 23,209 | $2.4M |
| German American Bancorp, Inc. | 0.28% | Reduce -0.8% | 23,140 | $2.4M |
| Greenup Street Wealth Management LLC | 0.56% | Add +1.1% | 22,894 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -8.5% | 22,508 | $2.4M |
| 1620 Investment Advisors, Inc. | 1.84% | Add +8.3% | 22,451 | $2.3M |
| Fifth Third Securities, Inc. | 0.22% | Add +1.1% | 22,434 | $2.3M |
| Naples Global Advisors, LLC | 0.23% | Add +2.8% | 22,245 | $2.3M |
| Yeomans Consulting Group, Inc. | 0.89% | Reduce -56.8% | 22,124 | $2.3M |
| RFG Advisory, LLC | 0.07% | Add +10.9% | 21,986 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.66% | Add +1.9% | 21,537 | $2.3M |
| Joel Isaacson & Co., LLC | 0.12% | Reduce -3.0% | 21,442 | $2.2M |
| Tompkins Financial Corp. | 0.23% | Add +29.4% | 21,326 | $2.2M |
| Stone Summit Wealth LLC | 0.80% | Reduce -9.8% | 21,273 | $2.2M |
| Mayport, LLC | 0.79% | Add +46.5% | 21,201 | $2.2M |
| Penney Financial, LLC | 1.62% | Add +4.8% | 21,180 | $2.2M |
| Equita Financial Network, Inc. | 0.91% | Add +128.5% | 20,862 | $2.2M |
| Rogco, LP | 0.88% | Add +1.2% | 20,693 | $2.2M |
| Beaird Harris Wealth Management, LLC | 0.20% | Reduce -7.3% | 20,331 | $2.1M |
| Capasso Planning Partners LLC | 0.68% | Reduce -3.7% | 20,056 | $2.1M |
| Premier Path Wealth Partners, LLC | 0.36% | Add +15.4% | 19,988 | $2.1M |
| Patten & Patten Inc. | 0.15% | Reduce -8.5% | 19,978 | $2.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +192.4% | 19,959 | $2.1M |
| Safir Wealth Advisors, LLC | 1.71% | No change | 19,914 | $2.1M |
| Montag A & Associates Inc. | 0.11% | Reduce -12.5% | 19,890 | $2.1M |
| Rehmann Capital Advisory Group | 0.15% | Reduce -17.0% | 19,772 | $2.1M |
| Galvin, Gaustad & Stein, LLC | 0.19% | Reduce -2.7% | 19,462 | $2.0M |
| Apexium Financial, LP | 0.14% | Add +0.3% | 19,257 | $2.0M |
| Orin Green Financial, LLC | 0.91% | New | 18,975 | $2.0M |
| Principal Securities, Inc. | 0.05% | Reduce -2.2% | 18,877 | $2.0M |
| Wiser Wealth Management, Inc | 0.61% | Reduce -15.8% | 18,867 | $2.0M |
| Allegheny Financial Group | 0.57% | Add +1.9% | 18,866 | $2.0M |
| Forum Financial Management, LP | 0.04% | No change | 18,830 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +24.5% | 18,814 | $2.0M |
| WJ Wealth Management, LLC | 0.71% | Add +1.3% | 18,793 | $2.0M |
| Pine Harbor Wealth Management, LLC | 1.16% | Reduce -4.7% | 18,784 | $2.0M |
| Mutual Advisors, LLC | 0.06% | Add +0.2% | 18,652 | $2.0M |
| New World Advisors LLC | 0.53% | Reduce -8.6% | 18,167 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -1.4% | 18,160 | $1.9M |
| Soltis Investment Advisors LLC | 0.20% | Reduce -42.7% | 18,091 | $1.9M |
| MBM Wealth Consultants, LLC | 0.63% | Add +50.3% | 17,505 | $1.8M |
| Clarus Group, Inc. | 0.80% | Reduce -72.4% | 17,425 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.21% | Reduce -2.3% | 17,404 | $1.8M |
| Anderson Hoagland & Co. | 0.19% | Reduce -4.2% | 17,379 | $1.8M |
| Charles Schwab Trust Co | 0.17% | Reduce -3.5% | 17,341 | $1.8M |
| Narus Financial Partners, LLC | 0.72% | Add +14.7% | 17,090 | $1.8M |
| Aptus Capital Advisors, LLC | 0.03% | Reduce -57.1% | 17,068 | $1.8M |
| WNY Asset Management, LLC | 0.23% | Reduce -3.3% | 16,931 | $1.8M |
| Boltwood Capital Management | 0.55% | Add +9.6% | 16,838 | $1.8M |
| IAM Advisory, LLC | 0.47% | Add +3.5% | 16,609 | $1.7M |
| Rosenberg Matthew Hamilton | 0.51% | Reduce -16.2% | 16,544 | $1.7M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.5% | 16,431 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +32.6% | 16,379 | $1.7M |
| Apeiron RIA LLC | 0.52% | Add +0.8% | 16,276 | $1.7M |
| Advus Financial Partners, LLC | 0.52% | Reduce -0.4% | 16,186 | $1.7M |
| ARK & TLK Investments, LLC | 0.63% | Add +1.3% | 16,053 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -25.3% | 16,032 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Add +0.0% | 16,027 | $1.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0.85% | Reduce -2.1% | 15,949 | $1.7M |
| Beacon Harbor Wealth Advisors, Inc. | 0.43% | No change | 15,661 | $1.6M |
| Raymond James Trust N.A. | 0.04% | Add +4.3% | 15,503 | $1.6M |
| Juncture Wealth Strategies, LLC | 0.68% | Reduce -27.2% | 15,466 | $1.6M |
| Olde Wealth Management, LLC | 0.61% | No change | 15,362 | $1.6M |
| LongView Wealth Management | 0.59% | New | 15,354 | $1.6M |
| Keebeck Wealth Management | 0.23% | Reduce -13.0% | 15,317 | $1.6M |
| Main Line Retirement Advisors, LLC | 1.21% | Add +1.0% | 15,174 | $1.6M |
| Elequin Capital, LP | 1.07% | New | 15,002 | $1.6M |
| Savant Capital, LLC | 0.02% | Add +439.7% | 14,722 | $1.5M |
| Deutsche Bank AG | 0.00% | No change | 14,463 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Add +46.4% | 14,336 | $1.5M |
| Bull Street Advisors, LLC | 0.72% | No change | 14,245 | $1.5M |
| FLC Capital Advisors | 0.36% | Add +13.0% | 14,106 | $1.5M |
| BIP Wealth, LLC | 0.12% | Reduce -17.6% | 13,966 | $1.5M |
| Simon Quick Advisors, LLC | 0.10% | Add +0.0% | 13,932 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.10% | Reduce -0.0% | 13,804 | $1.5M |
| Cypress Capital Group | 0.17% | Add +26.2% | 13,881 | $1.5M |
| Webster Bank, N. A. | 0.16% | No change | 13,731 | $1.4M |
| Old Mission Capital LLC | 0.04% | New | 13,691 | $1.4M |
| Pitcairn Co. | 0.09% | No change | 13,641 | $1.4M |
| Journey Strategic Wealth LLC | 0.06% | Add +14.7% | 13,548 | $1.4M |
| Savvy Advisors, Inc. | 0.46% | Reduce -36.8% | 13,440 | $1.4M |
| Continuum Wealth Advisors, LLC | 0.74% | Add +16.5% | 13,405 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -4.2% | 13,374 | $1.4M |
| First National Trust Co | 0.06% | Reduce -18.2% | 13,302 | $1.4M |
| StoneX Group Inc. | 0.11% | Reduce -64.3% | 13,261 | $1.4M |
| Rockbridge Investment Management, LCC | 0.20% | No change | 13,227 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.22% | Add +11.7% | 13,210 | $1.4M |
| WASHINGTON TRUST Co | 0.05% | Add +6.9% | 13,183 | $1.4M |
| Certus Wealth Management, LLC | 1.04% | Reduce -31.9% | 13,152 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -28.4% | 13,056 | $1.4M |
| ORG Partners LLC | 0.17% | New | 13,070 | $1.4M |
| Plancorp, LLC | 0.06% | No change | 13,000 | $1.4M |
| Legacy Private Trust Co. | 0.10% | Reduce -18.9% | 12,929 | $1.4M |
| Bangor Savings Bank | 0.13% | Add +607.5% | 12,834 | $1.3M |
| Maryland Capital Advisors Inc. | 0.72% | No change | 12,818 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -0.1% | 12,779 | $1.3M |
| Debussy Capital Management LP | 0.38% | No change | 12,760 | $1.3M |
| Stephen J. Garry & Associates, LLC | 1.33% | Add +0.0% | 12,540 | $1.3M |
| True Link Financial Advisors, LLC | 0.12% | Add +2.7% | 12,430 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Add +0.0% | 12,310 | $1.3M |
| FC Advisory LLC | 0.47% | Add +9.5% | 12,308 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Add +54.8% | 12,216 | $1.3M |
| Ally Invest Advisors Inc. | 0.12% | Add +13.7% | 12,209 | $1.3M |
| Citadel Advisors | 0.00% | New | 12,201 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +4.5% | 12,181 | $1.3M |
| Probity Advisors, Inc. | 0.26% | Reduce -8.3% | 12,095 | $1.3M |
| McNaughton Wealth Management, LLC | 0.67% | Add +2.5% | 12,008 | $1.3M |
| Confluence Wealth Services, Inc. | 0.10% | Add +11.0% | 11,866 | $1.2M |
| Advisory Alpha, LLC | 0.05% | Reduce -10.0% | 11,704 | $1.2M |
| Everhart Financial Group, Inc. | 0.32% | Add +3.2% | 11,672 | $1.2M |
| Cynosure Group, LLC | 0.19% | No change | 11,337 | $1.2M |
| Intergy Private Wealth, LLC | 0.48% | Reduce -39.5% | 11,247 | $1.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | Add +3.7% | 11,204 | $1.2M |
| Seaside Wealth Management, Inc. | 0.48% | Reduce -34.8% | 11,181 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.04% | Reduce -26.7% | 11,137 | $1.2M |
| Flagstar Securities, Inc. | 0.32% | Reduce -10.6% | 11,123 | $1.2M |
| Total Wealth Planning, LLC | 0.19% | Reduce -11.9% | 10,950 | $1.2M |
| Kings Path Partners LLC | 0.54% | — | 10,985 | $1.1M |
| Orgel Wealth Management, LLC | 0.03% | Add +22.8% | 10,954 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.12% | Add +2.8% | 10,917 | $1.1M |
| Bray Capital Advisors | 0.28% | Reduce -19.2% | 10,725 | $1.1M |
| Catalyst Financial Partners LLC | 0.25% | Reduce -1.2% | 10,705 | $1.1M |
| Steel Grove Capital Advisors, LLC | 0.15% | Reduce -33.4% | 10,704 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.15% | No change | 10,700 | $1.1M |
| Altiora Financial Group, LLC | 0.27% | Add +18.3% | 10,674 | $1.1M |
| Becker Capital Management Inc. | 0.04% | Reduce -57.1% | 10,525 | $1.1M |
| Aaron Wealth Advisors LLC | 0.15% | New | 10,520 | $1.1M |
| WealthShield Partners, LLC | 0.17% | Add +21.6% | 10,456 | $1.1M |
| Running Point Capital Advisors, LLC | 0.45% | Add +4.8% | 10,454 | $1.1M |
| Human Investing LLC | 0.21% | Reduce -17.4% | 10,416 | $1.1M |
| Physician Wealth Advisors, Inc. | 0.20% | Reduce -7.2% | 10,309 | $1.1M |
| Godshalk Welsh Capital Management, Inc. | 0.72% | Add +1.5% | 10,350 | $1.1M |
| VERITY Wealth Advisors | 0.81% | No change | 10,328 | $1.1M |
| Hill Island Financial LLC | 0.35% | Reduce -6.0% | 10,258 | $1.1M |
| Mather Group, Llc. | 0.01% | Add +7.2% | 9,996 | $1.0M |
| TruNorth Capital Management, LLC | 0.34% | No change | 9,996 | $1.0M |
| Choreo, LLC | 0.02% | Add +157.6% | 10,013 | $1.0M |
| CGN Advisors LLC | 0.12% | Reduce -48.9% | 9,790 | $1.0M |
| Aviance Capital Partners, LLC | 0.14% | Add +10.1% | 9,721 | $1.0M |
| Sigma Investment Counselors Inc. | 0.06% | No change | 9,713 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +4.1% | 9,637 | $1.0M |
| Scott Capital Advisors, LLC | 0.30% | Reduce -18.9% | 9,602 | $1.0M |
| Austin Asset Management Co Inc | 0.21% | Reduce -2.3% | 9,605 | $1.0M |
| Hilltop Partners LLC | 0.37% | No change | 9,575 | $1.0M |
| Summit Financial, LLC | 0.05% | Add +22.3% | 9,515 | $995K |
| White Lighthouse Investment Management Inc. | 0.19% | No change | 9,500 | $993K |
| RHS Financial, LLC | 0.60% | Add +15.3% | 9,421 | $985K |
| Citizens & Northern Corp. | 0.30% | No change | 9,296 | $972K |
| Waterway Wealth Management, LLC | 0.48% | Add +151.1% | 9,292 | $971K |
| Financial Strategies Group, Inc. | 0.24% | Add +3.4% | 9,247 | $968K |
| Lido Advisors, LLC | 0.01% | Reduce -4.9% | 9,139 | $955K |
| Evernest Financial Advisors, LLC | 0.42% | Reduce -3.9% | 9,067 | $948K |
| Cosner Financial Group, LLC | 0.67% | Reduce -2.6% | 9,045 | $946K |
| Brighton Jones LLC | 0.03% | Add +0.2% | 9,025 | $944K |
| Shore Point Advisors, LLC | 0.53% | Add +1.5% | 8,962 | $937K |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -19.1% | 8,940 | $934K |
| Fragasso Financial Advisors Inc | 0.08% | Reduce -6.7% | 8,818 | $922K |
| Linscomb Wealth, Inc. | 0.05% | Reduce -12.3% | 8,787 | $919K |
| Parallel Advisors, LLC | 0.02% | Reduce -29.7% | 8,705 | $910K |
| Chatham Capital Group, Inc. | 0.16% | Reduce -5.5% | 8,675 | $907K |
| Simplicity Wealth,LLC | 0.02% | Add +24.4% | 8,601 | $899K |
| Trinity Wealth Management, LLC | 0.44% | Reduce -5.7% | 8,516 | $890K |
| Heritage Wealth Partners, LLC | 1.28% | Reduce -10.9% | 8,430 | $881K |
| Central Pacific Bank - Trust Division | 0.11% | Add +3.1% | 8,358 | $874K |
| Kades & Cheifetz LLC | 0.54% | Add +9.9% | 8,238 | $861K |
| Prairiewood Capital, LLC | 0.41% | Add +3.5% | 8,180 | $855K |
| Zacks Investment Management | 0.01% | Reduce -28.3% | 8,136 | $851K |
| GC Wealth Management RIA, LLC | 0.17% | Reduce -11.9% | 8,109 | $848K |
| Westover Capital Advisors, LLC | 0.22% | Reduce -15.6% | 8,100 | $847K |
| Steele Capital Management, Inc. | 0.05% | Reduce -10.8% | 7,920 | $828K |
| First Affirmative Financial Network | 0.57% | Add +3.1% | 7,913 | $827K |
| Revolve Wealth Partners, LLC | 0.14% | No change | 7,877 | $824K |
| Greenspring Advisors, LLC | 0.20% | Reduce -44.1% | 7,820 | $818K |
| Heritage Wealth Management, Inc. | 0.79% | Reduce -8.2% | 7,811 | $817K |
| Vertex Planning Partners, LLC | 0.21% | No change | 7,799 | $815K |
| W.H. Cornerstone Investments Inc. | 0.58% | Reduce -8.9% | 7,775 | $813K |
| Archford Capital Strategies, LLC | 0.13% | Add +5.8% | 7,653 | $800K |
| FF Advisors,LLC | 0.56% | Add +1.0% | 7,652 | $800K |
| Donaldson Capital Management, LLC | 0.03% | New | 7,595 | $794K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -4.4% | 7,452 | $779K |
| HRT Financial LP | 0.00% | New | 7,401 | $773K |
| Rock Point Advisors, LLC | 0.23% | New | 7,340 | $767K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Add +0.2% | 7,322 | $766K |
| Orange Investment Advisors, Inc. | 0.10% | Reduce -24.9% | 7,215 | $760K |
| C M Bidwell & Associates Ltd. | 0.50% | Add +0.3% | 7,206 | $753K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +4.3% | 7,190 | $752K |
| Dynamic Wealth Strategies, LLC | 0.64% | Reduce -5.0% | 7,177 | $750K |
| Swmg, LLC | 0.33% | Reduce -47.5% | 7,073 | $739K |
| Vista Investment Management | 0.30% | No change | 7,063 | $738K |
| Creative Financial Designs Inc. | 0.07% | Add +0.5% | 7,052 | $737K |
| Carr Financial Group Corp | 0.23% | Add +16.9% | 7,011 | $733K |
| Power Wealth Management LLC | 0.35% | Reduce -28.2% | 7,008 | $733K |
| Beaumont Financial Advisors, LLC | 0.06% | Add +46.5% | 7,008 | $733K |
| Cyr Financial Inc. | 0.73% | — | 6,952 | $727K |
| Regions Financial Corp. | 0.01% | Add +12.2% | 6,920 | $723K |
| Strategic Blueprint, LLC | 0.05% | Reduce -6.7% | 6,901 | $721K |
| Rede Wealth, LLC | 0.66% | No change | 6,832 | $714K |
| Armor Investment Advisors, LLC | 0.33% | Reduce -5.5% | 6,797 | $711K |
| Northwest Wealth Management, LLC | 0.18% | Reduce -11.4% | 6,683 | $699K |
| Dean Investment Associates, LLC | 0.10% | No change | 6,650 | $695K |
| Assetmark, Inc. | 0.00% | Reduce -37.1% | 6,598 | $690K |
| PFG Advisors | 0.05% | Reduce -5.5% | 6,578 | $688K |
| Dravo Bay LLC | 0.38% | Add +0.6% | 6,565 | $686K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 6,531 | $683K |
| Carlson Capital Management | 0.03% | Add +60.8% | 6,520 | $682K |
| McBroom & Associates, LLC | 0.42% | Reduce -28.5% | 6,474 | $677K |
| Smith Thornton Advisors LLC | 0.50% | — | 6,459 | $675K |
| IHT Wealth Management, LLC | 0.03% | New | 6,454 | $675K |
| Whittier Trust Co. | 0.01% | No change | 6,393 | $668K |
| Compass Financial Group, Inc. | 0.33% | Reduce -0.3% | 6,386 | $668K |
| Wedmont Private Capital | 0.04% | Add +25.7% | 6,318 | $663K |
| Wealthcare Capital Management LLC | 0.07% | No change | 6,311 | $660K |
| WBH Advisory Inc. | 0.07% | Add +21.5% | 6,251 | $654K |
| Cascade Financial Partners, LLC | 0.09% | Reduce -46.3% | 6,245 | $653K |
| RCS Financial Planning, LLC | 0.38% | Add +0.6% | 6,203 | $649K |
| YHB Investment Advisors, Inc. | 0.06% | Reduce -1.2% | 6,192 | $647K |
| Ascent Group, LLC | 0.05% | Add +67.5% | 6,171 | $645K |
| MidAtlantic Capital Management, Inc. | 0.54% | No change | 6,138 | $642K |
| MainStreet Investment Advisors LLC | 0.08% | Reduce -40.2% | 6,063 | $634K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +45.8% | 6,040 | $632K |
| Valley National Advisers Inc. | 0.09% | Add +4.7% | 6,040 | $631K |
| Bernardo Wealth Planning LLC | 0.17% | Reduce -66.8% | 6,002 | $628K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -42.4% | 5,948 | $622K |
| Park Place Capital Corp | 0.20% | Reduce -12.5% | 5,935 | $621K |
| Destination Wealth Management | 0.02% | Add +4.3% | 5,924 | $619K |
| Berger Financial Group, Inc | 0.05% | Reduce -6.3% | 5,922 | $619K |
| Prospera Financial Services Inc | 0.02% | Add +72.8% | 5,876 | $614K |
| TAGStone Capital, Inc. | 0.35% | Add +0.5% | 5,833 | $610K |
| Compound Planning, Inc. | 0.04% | Add +150.9% | 5,796 | $606K |
| Financial Life Advisors | 0.25% | Add +26.4% | 5,788 | $605K |
| Peninsula Wealth, LLC | 0.11% | Reduce -5.0% | 5,751 | $603K |
| Plum Street Advisors, LLC | 0.35% | Reduce -1.5% | 5,734 | $599K |
| First Horizon Advisors, Inc. | 0.02% | Add +103.2% | 5,717 | $598K |
| Libra Wealth LLC | 0.26% | No change | 5,699 | $596K |
| KFA Private Wealth Group, LLC | 0.31% | Add +32.6% | 5,692 | $595K |
| Harbour Investments, Inc. | 0.02% | Reduce -20.7% | 5,687 | $595K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -9.0% | 5,663 | $592K |
| Chesapeake Wealth Management | 0.21% | Reduce -2.2% | 5,640 | $590K |
| Bleakley Financial Group, LLC | 0.02% | Add +12.4% | 5,611 | $587K |
| Petra Financial Advisors Inc. | 0.42% | Reduce -12.0% | 5,593 | $585K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.5% | 5,582 | $584K |
| Merit Financial Group, LLC | 0.01% | Reduce -1.5% | 5,573 | $583K |
| SP Asset Management LLC | 0.05% | No change | 5,500 | $575K |
| Intrua Financial, LLC | 0.09% | Add +96.2% | 5,403 | $565K |
| Jones Financial Companies LLLP | 0.00% | Add +363.5% | 5,367 | $561K |
| Procyon Advisors, LLC | 0.04% | Add +7.5% | 5,366 | $561K |
| Princeton Global Asset Management LLC | 0.12% | New | 5,300 | $554K |
| Continuum Advisory, LLC | 0.08% | Reduce -22.2% | 5,258 | $550K |
| Madison Wealth Partners, Inc | 0.19% | Reduce -22.7% | 5,216 | $545K |
| Icon Wealth Advisors, LLC | 0.05% | Add +5.9% | 5,106 | $538K |
| Red Tortoise LLC | 0.29% | Add +22.9% | 5,115 | $535K |
| Bessemer Group Inc. | 0.00% | Add +84.9% | 5,084 | $531K |
| Wealthfront Advisers LLC | 0.00% | Add +63.5% | 5,075 | $531K |
| Tobias Financial Advisors, Inc. | 0.11% | Reduce -38.6% | 5,074 | $530K |
| Waldron Private Wealth LLC | 0.02% | No change | 5,018 | $525K |
| Hunter Associates Investment Management LLC | 0.09% | No change | 5,000 | $523K |
| Aspen Wealth Strategies, LLC | 0.36% | Add +0.4% | 4,929 | $518K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.7% | 4,949 | $517K |
| High Falls Advisors, Inc | 0.13% | Reduce -0.8% | 4,943 | $517K |
| Aletheian Wealth Advisors LLC | 0.27% | Add +0.5% | 4,935 | $516K |
| Essex Financial Services, Inc. | 0.04% | New | 4,879 | $514K |
| Foster & Motley Inc. | 0.04% | Add +3.4% | 4,905 | $513K |
| One Wealth Management Investment & Advisory Services, LLC | 0.20% | Add +0.5% | 4,816 | $504K |
| Capital Investment Services of America, Inc. | 0.05% | No change | 4,750 | $497K |
| Jacobi Capital Management LLC | 0.04% | New | 4,720 | $493K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -14.1% | 4,691 | $491K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +3.4% | 4,690 | $490K |
| Susquehanna International Group, LLP | 0.00% | Reduce -73.7% | 4,667 | $488K |
| Capstone Capital LLC | 0.43% | Reduce -5.2% | 4,629 | $484K |
| Haverford Trust Co | 0.01% | No change | 4,573 | $478K |
| Capital Insight Partners, LLC | 0.09% | Reduce -9.8% | 4,524 | $473K |
| Berkshire Asset Management LLC | 0.02% | New | 4,524 | $473K |
| Napa Wealth Management | 0.32% | Reduce -16.6% | 4,522 | $473K |
| Balanced Rock Investment Advisors LLC | 0.40% | Reduce -17.6% | 4,515 | $472K |
| Cherry Tree Wealth Management, LLC | 0.12% | No change | 4,504 | $471K |
| Colonial Trust Advisors | 0.04% | Reduce -3.0% | 4,486 | $469K |
| LaFleur & Godfrey LLC | 0.07% | No change | 4,475 | $468K |
| Theory Financial LLC | 0.22% | Reduce -14.7% | 4,471 | $467K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 4,424 | $463K |
| BCGM Wealth Management, LLC | 0.16% | Reduce -9.8% | 4,383 | $458K |
| Investment Planning Advisors, Inc. | 0.23% | — | 4,374 | $457K |
| Patriot Financial Group Insurance Agency, LLC | 0.07% | Add +0.6% | 4,353 | $455K |
| L. Roy Papp & Associates, LLP | 0.06% | No change | 4,350 | $455K |
| XML Financial, LLC | 0.04% | Add +83.5% | 4,231 | $442K |
| ShoreHaven Wealth Partners, LLC | 0.23% | Reduce -38.9% | 4,204 | $440K |
| Johnson Financial Group, Inc. | 0.02% | Reduce -20.1% | 4,200 | $439K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -57.1% | 4,162 | $435K |
| Traveka Wealth, LLC | 0.21% | Add +46.9% | 4,080 | $427K |
| Colton Groome Financial Advisors, LLC | 0.17% | Add +0.5% | 4,071 | $426K |
| Riversedge Advisors, LLC | 0.10% | Add +5.9% | 4,060 | $425K |
| Guardian Asset Advisors, LLC | 0.31% | Reduce -0.1% | 4,024 | $421K |
| Colonial Trust Co / SC | 0.07% | No change | 4,025 | $421K |
| IFP Advisors, Inc | 0.02% | Reduce -8.9% | 4,023 | $421K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,011 | $419K |
| HCR Wealth Advisors | 0.06% | Reduce -0.8% | 4,000 | $418K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 3,993 | $417K |
| Waller Financial Planning Group, Inc. | 0.11% | Reduce -5.7% | 3,972 | $415K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +11.1% | 3,959 | $414K |
| Elevate Wealth Advisory, Inc. | 0.34% | Add +116.2% | 3,954 | $413K |
| Towerpoint Wealth, LLC | 0.20% | Reduce -13.8% | 3,915 | $409K |
| TruWealth Advisors, LLC | 0.03% | Reduce -7.2% | 3,859 | $403K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -32.6% | 3,859 | $403K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -16.8% | 3,836 | $401K |
| Roberts Financial Services LLC | 0.08% | Reduce -9.4% | 3,834 | $401K |
| Stratos Investment Management, LLC | 0.03% | Add +0.3% | 3,832 | $401K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -10.4% | 3,830 | $400K |
| FMR LLC | 0.00% | Add +0.1% | 3,819 | $399K |
| Clear Rock Advisors, LLC | 0.17% | No change | 3,816 | $399K |
| Awm Capital, LLC | 0.06% | Reduce -45.3% | 3,809 | $398K |
| Crewe Advisors LLC | 0.04% | No change | 3,800 | $397K |
| Eagle Global Advisors LLC | 0.02% | Reduce -5.0% | 3,800 | $397K |
| First Heartland Consultants, Inc. | 0.04% | Add +65.7% | 3,802 | $397K |
| Warner Financial, Inc. | 0.19% | No change | 3,784 | $396K |
| First Community Trust NA | 0.34% | New | 3,785 | $396K |
| Two Sigma Securities, LLC | 0.02% | Add +51.8% | 3,765 | $394K |
| Aerodigm Wealth, LLC | 0.18% | Add +4.8% | 3,737 | $391K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,735 | $390K |
| Tyche Wealth Partners LLC | 0.09% | No change | 3,730 | $390K |
| Client 1ST Advisory Group, LLC | 0.17% | No change | 3,707 | $388K |
| Levy Wealth Management Group, LLC | 0.10% | Reduce -24.8% | 3,695 | $386K |
| Fca Corp. | 0.12% | Reduce -6.6% | 3,690 | $386K |
| Cape Cod Five Cents Savings Bank | 0.04% | Reduce -52.5% | 3,684 | $385K |
| Sax Wealth Advisors, LLC | 0.04% | Add +72.6% | 3,660 | $383K |
| Regal Investment Advisors LLC | 0.03% | Reduce -13.4% | 3,645 | $381K |
| Legacy Financial Strategies, LLC | 0.09% | Reduce -6.5% | 3,579 | $374K |
| Bison Wealth, LLC | 0.06% | No change | 3,561 | $373K |
| Smith Anglin Financial, LLC | 0.04% | Reduce -36.6% | 3,562 | $372K |
| Wedbush Securities Inc. | 0.01% | Reduce -16.9% | 3,556 | $372K |
| Garden State Investment Advisory Services LLC | 0.13% | Reduce -11.3% | 3,535 | $370K |
| My Legacy Advisors, LLC | 0.12% | Reduce -8.5% | 3,529 | $369K |
| True Vision MN LLC | 0.24% | Add +16.8% | 3,518 | $368K |
| Invst, LLC | 0.04% | New | 3,525 | $368K |
| First Hawaiian Bank | 0.01% | Reduce -77.5% | 3,516 | $368K |
| Venturi Wealth Management, LLC | 0.02% | Add +26.7% | 3,504 | $366K |
| West Wealth Group, LLC | 0.13% | Add +1.5% | 3,489 | $365K |
| Drucker Wealth 3.0, LLC | 0.10% | — | 3,475 | $363K |
| Strategic Investment Solutions, Inc. | 0.12% | — | 3,443 | $363K |
| Ballast Advisors LLC | 0.11% | Reduce -5.9% | 3,464 | $362K |
| Shufro Rose & Co. LLC | 0.03% | Reduce -8.3% | 3,430 | $359K |
| Hayek Kallen Investment Management | 0.13% | No change | 3,425 | $358K |
| Flow Traders U.S. LLC | 0.02% | New | 3,402 | $356K |
| Renasant Bank | 0.24% | Reduce -29.1% | 3,403 | $356K |
| Spotlight Asset Group, Inc. | 0.25% | No change | 3,401 | $356K |
| Summit Wealth Partners, LLC | 0.07% | Add +0.5% | 3,384 | $354K |
| Foster Group, Inc. | 0.01% | Add +0.1% | 3,368 | $352K |
| Keybank National Association | 0.00% | Reduce -23.0% | 3,351 | $350K |
| Quadrant Private Wealth Management, LLC | 0.08% | New | 3,275 | $342K |
| St Germain D J Co. Inc. | 0.02% | Add +469.0% | 3,272 | $342K |
| Clearstead Advisors, LLC | 0.01% | No change | 3,268 | $342K |
| Diversified, LLC | 0.04% | New | 3,241 | $339K |
| IFG Advisory, LLC | 0.02% | New | 3,240 | $339K |
| TNF LLC | 0.12% | Reduce -4.1% | 3,213 | $338K |
| Archvest Wealth Advisors, Inc. | 0.22% | Reduce -41.3% | 3,229 | $337K |
| Auour Investments LLC | 0.12% | Add +3.3% | 3,202 | $335K |
| Axxcess Wealth Management, LLC | 0.01% | New | 3,139 | $328K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +0.5% | 3,089 | $323K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -3.6% | 3,056 | $320K |
| AE Wealth Management LLC | 0.00% | Reduce -52.6% | 3,051 | $319K |
| Fifth Third Bancorp | 0.00% | New | 3,028 | $317K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $314K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $314K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.04% | Add +21.4% | 2,979 | $311K |
| Summit X, LLC | 0.07% | Reduce -0.6% | 2,968 | $310K |
| Alta Wealth Advisors LLC | 0.15% | Add +3.3% | 2,966 | $310K |
| Exchange Bank | 0.26% | No change | 2,965 | $310K |
| Arkadios Wealth Advisors | 0.02% | Reduce -0.6% | 2,965 | $310K |
| Graypoint LLC | 0.02% | Reduce -18.7% | 2,962 | $310K |
| Agate Pass Investment Management, LLC | 0.16% | No change | 2,948 | $308K |
| CAP Partners, LLC | 0.25% | Add +3.0% | 2,938 | $307K |
| Tsfg, LLC | 0.07% | Reduce -26.4% | 2,925 | $306K |
| Kovack Advisors, Inc. | 0.03% | New | 2,916 | $305K |
| Avitas Wealth Management LLC | 0.04% | Add +6.6% | 2,899 | $303K |
| Sutton Place Investors LLC | 0.20% | Reduce -22.0% | 2,851 | $298K |
| UMB Bank, n.a. | 0.00% | No change | 2,848 | $298K |
| Winthrop Advisory Group LLC | 0.04% | Add +7.0% | 2,836 | $296K |
| PBMares Wealth Management LLC | 0.07% | Reduce -6.2% | 2,814 | $294K |
| Ethos Financial Group, LLC | 0.05% | Add +1.3% | 2,814 | $294K |
| Morris Financial Concepts, Inc. | 0.14% | Reduce -8.3% | 2,812 | $294K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -16.6% | 2,812 | $294K |
| Eley Financial Management, Inc | 0.12% | Reduce -4.9% | 2,809 | $294K |
| Boston Family Office LLC | 0.02% | No change | 2,807 | $293K |
| Veltria Advisors Corp. | 0.10% | Add +31.8% | 2,792 | $292K |
| Collaborative Wealth Managment Inc. | 0.14% | No change | 2,775 | $290K |
| McLean Asset Management Corp | 0.09% | No change | 2,766 | $290K |
| West Coast Financial LLC | 0.03% | Reduce -27.8% | 2,760 | $289K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.12% | No change | 2,749 | $287K |
| Trust Co | 0.04% | No change | 2,744 | $287K |
| Harbor Group, Inc. | 0.07% | Add +1.7% | 2,719 | $284K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -26.1% | 2,705 | $283K |
| Maia Wealth LLC | 0.09% | — | 2,692 | $282K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,700 | $282K |
| Investments & Financial Planning, LLC | 0.19% | Reduce -4.6% | 2,695 | $282K |
| Wealthstream Advisors, Inc. | 0.10% | Add +6.4% | 2,653 | $277K |
| American Investment Services, Inc. | 0.05% | New | 2,640 | $276K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -0.1% | 2,603 | $273K |
| Essential Planning, LLC. | 0.12% | No change | 2,610 | $273K |
| Coordinated Financial Services, Inc. | 0.24% | Add +24.5% | 2,601 | $272K |
| Edgemoor Investment Advisors, Inc. | 0.03% | New | 2,585 | $270K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -19.4% | 2,556 | $267K |
| Pathstone Holdings, LLC | 0.00% | Reduce -34.2% | 2,542 | $266K |
| Hart & Patterson Financial Group LLC | 0.13% | Reduce -4.9% | 2,504 | $262K |
| Private Client Services, LLC | 0.16% | New | 2,502 | $262K |
| Team Financial Group, LLC | 0.17% | Add +0.4% | 2,498 | $261K |
| Worth Financial Advisory Group, LLC | 0.17% | No change | 2,498 | $261K |
| Dopkins Wealth Management, LLC | 0.16% | No change | 2,484 | $260K |
| Horan Securities, Inc. | 0.11% | Add +23.4% | 2,423 | $253K |
| Certified Advisory Corp | 0.03% | Add +23.9% | 2,378 | $249K |
| Firestone Capital Management | 0.07% | Add +0.5% | 2,376 | $248K |
| Watershed Private Wealth LLC | 0.11% | Reduce -5.5% | 2,373 | $248K |
| HSBC Holdings PLC | 0.00% | Reduce -26.7% | 2,356 | $246K |
| Opal Wealth Advisors, LLC | 0.08% | No change | 2,350 | $246K |
| Private Trust Co. NA | 0.03% | Reduce -13.1% | 2,318 | $242K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +18.3% | 2,310 | $242K |
| Columbus Macro, LLC | 0.09% | Add +3.2% | 2,300 | $241K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,266 | $237K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -37.5% | 2,264 | $237K |
| First Trust Advisors LP | 0.00% | Add +1.4% | 2,250 | $235K |
| Eagle Strategies LLC | 0.04% | Reduce -45.3% | 2,247 | $235K |
| Financial Counselors Inc. | 0.00% | Add +15.1% | 2,237 | $234K |
| Nicolet Bankshares Inc. | 0.05% | No change | 2,227 | $233K |
| Able Wealth Management LLC | 0.19% | Reduce -36.9% | 2,226 | $233K |
| Roth Financial Partners LLC | 0.10% | New | 2,223 | $232K |
| Proffitt & Goodson Inc. | 0.04% | Add +1.1% | 2,169 | $227K |
| Roberts Glore & Co. Inc. | 0.07% | Add +11.0% | 2,165 | $226K |
| Smartleaf Asset Management LLC | 0.04% | Add +232.1% | 2,119 | $222K |
| OLIO Financial Planning | 0.09% | No change | 2,093 | $221K |
| Creekmur Asset Management LLC | 0.06% | New | 2,094 | $219K |
| SevenBridge Financial Group, LLC | 0.05% | No change | 2,045 | $216K |
| Wealth Dimensions Group, Ltd. | 0.06% | No change | 2,035 | $213K |
| Lane & Associates LLC | 0.13% | Add +2.8% | 2,028 | $212K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -64.0% | 2,026 | $212K |
| Frank, Rimerman Advisors LLC | 0.01% | Reduce -86.0% | 2,023 | $212K |
| Sachetta, LLC | 0.09% | No change | 2,000 | $210K |
| 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% | No change | 2,000 | $209K |
| Goldstone Financial Group, LLC | 0.04% | No change | 1,998 | $209K |
| Keel Point, LLC | 0.02% | Reduce -1.5% | 1,967 | $208K |
| Avid Wealth Partners LLC | 0.16% | New | 1,965 | $205K |
| Aspire Private Capital, LLC | 0.05% | Add +125.7% | 1,941 | $203K |
| Sterling Investment Counsel, LLC | 0.08% | No change | 1,931 | $202K |
| High Probability Advisors, LLC | 0.04% | Add +0.3% | 1,930 | $202K |
| Brewster Financial Planning LLC | 0.17% | New | 1,919 | $201K |
| CVA Family Office, LLC | 0.04% | Add +857.5% | 1,915 | $200K |
| Operose Advisors LLC | 0.07% | No change | 1,914 | $200K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -10.6% | 1,894 | $198K |
| Clearstead Trust, LLC | 0.04% | No change | 1,628 | $170K |
| Friedenthal Financial | 0.11% | Add +23.0% | 1,625 | $170K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,625 | $170K |
| Private Capital Management LLC | 0.03% | Reduce -72.7% | 1,591 | $166K |
| LGT Financial Advisors LLC | 0.33% | Reduce -15.9% | 1,493 | $156K |
| Lanark Financial, Inc. | 0.01% | No change | 1,463 | $152K |
| Parkside Financial Bank & Trust | 0.02% | Reduce -34.6% | 1,437 | $150K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,427 | $149K |
| WR Wealth Planners, LLC | 0.05% | Add +0.1% | 1,421 | $149K |
| Rye Brook Capital LLC | 0.19% | No change | 1,400 | $146K |
| Capital Analysts, LLC | 0.01% | Reduce -17.4% | 1,339 | $140K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,305 | $136K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 1,300 | $136K |
| Turtle Creek Wealth Advisors, LLC | 0.03% | New | 1,283 | $134K |
| Wit, LLC | 3.67% | Reduce -36.8% | 1,166 | $122K |
| GPS Wealth Strategies Group, LLC | 0.02% | Reduce -15.7% | 1,160 | $121K |
| WFA of San Diego, LLC | 0.11% | — | 1,157 | $121K |
| Robinswood Financial LLC | 0.05% | No change | 1,088 | $114K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -29.5% | 1,087 | $114K |
| Raffa Wealth Management, LLC | 0.03% | Reduce -4.3% | 1,052 | $110K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -19.5% | 956 | $100K |
| Aviso Financial Inc. | 0.01% | — | 955 | $100K |
| DT Investment Partners, LLC | 0.01% | Reduce -6.7% | 932 | $97K |
| Independence Bank of Kentucky | 0.03% | New | 925 | $97K |
| Global Retirement Partners, LLC | 0.00% | Add +11.0% | 888 | $93K |
| Abich Financial Wealth Management LLC | 0.06% | New | 807 | $84K |
| Chris Bulman Inc | 0.06% | — | 802 | $84K |
| FSC Wealth Advisors, LLC | 0.06% | Add +0.5% | 786 | $82K |
| Pacifica Partners Inc. | 0.03% | Reduce -9.7% | 700 | $73K |
| 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% | No change | 660 | $69K |
| Motco | 0.00% | No change | 637 | $67K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -4.3% | 620 | $65K |
| Cassady Schiller Wealth Management, LLC | 0.03% | No change | 592 | $62K |
| Transcendent Capital Group LLC | 0.04% | Add +0.3% | 585 | $61K |
| Stone House Investment Management, LLC | 0.01% | Reduce -10.9% | 513 | $54K |
| GeoWealth Management, LLC | 0.00% | New | 485 | $51K |
| SouthState Bank Corp | 0.00% | Reduce -10.6% | 481 | $50K |
| Mascoma Wealth Management LLC | 0.01% | No change | 450 | $47K |
| IAG Wealth Partners, LLC | 0.01% | New | 424 | $44K |
| Signaturefd, LLC | 0.00% | Add +3.5% | 409 | $43K |
| Family Asset Management, LLC | 0.02% | New | 350 | $37K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 347 | $36K |
| NorthRock Partners, LLC | 0.00% | Add +256.3% | 342 | $36K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $34K |
| Ashton Thomas Securities, LLC | 0.01% | — | 289 | $30K |
| Sandy Spring Bank | 0.00% | New | 271 | $28K |
| CNB Bank | 0.01% | No change | 260 | $27K |
| Lynx Investment Advisory | 0.02% | — | 246 | $26K |
| Cape Investment Advisory, Inc. | 0.01% | Add +24.7% | 217 | $23K |
| CENTRAL TRUST Co | 0.00% | No change | 210 | $22K |
| Nvwm, LLC | 0.01% | No change | 200 | $21K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 197 | $21K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -50.0% | 179 | $19K |
| 1832 Asset Management L.P. | 0.00% | New | 179 | $19K |
| Realta Investment Advisors | 0.00% | Add +0.7% | 150 | $16K |
| Sugarloaf Wealth Management, LLC | 0.00% | New | 135 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 129 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 118 | $12K |
| Unique Wealth Strategies, LLC | 0.00% | New | 100 | $10K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $10K |
| Kathleen S. Wright Associates Inc. | 0.00% | Reduce -6.6% | 99 | $10K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +10.0% | 88 | $9K |
| New Republic Capital, LLC | 0.00% | Add +9.9% | 78 | $8K |
| Tyler-Stone Wealth Management | 0.00% | No change | 69 | $7K |
| Mfa Wealth Advisors, LLC | 0.00% | New | 65 | $7K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 53 | $6K |
| Redwood Wealth Management Group, LLC | 0.00% | New | 50 | $5K |
| Viewpoint Capital Management LLC | 0.00% | No change | 50 | $5K |
| Headlands Technologies LLC | 0.00% | Reduce -86.0% | 50 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 49 | $5K |
| GFS Advisors, LLC | 0.00% | New | 149,101 | $5K |
| Kelly Financial Services LLC | 0.00% | Reduce -59.0% | 34 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | — | 23 | $2K |
| Avior Wealth Management, LLC | 0.00% | Reduce -97.4% | 20 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 15 | $2K |
| Activest Wealth Management | 0.00% | No change | 4 | $429 |
| Country Trust Bank | 0.00% | New | 4 | $418 |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.