iShares Short-Term NationalSUBETF
13F holders, Q3 2024 (September 30)765holders +4
53new positions
53sold out
2famous investors
$106.19avg. 13F price*
At the end of Q3 2024, 765 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 4 from Q2 2024. 53 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($753.8M), Mercer Global Advisors Inc. ($669.7M) and Envestnet Asset Management Inc. ($634.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $103.1M |
| Exits | 53 | $37.5M |
All 13F filers, Q2 2024 → Q3 2024: 4,043,348 shares bought and 4,707,421 shares sold, net −664,073 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| Bank of America Corp. | 0.07% | Add +1.6% | 7,098,941 | $753.8M |
| Mercer Global Advisors Inc. | 1.57% | Add +4.5% | 6,312,380 | $669.7M |
| Envestnet Asset Management Inc. | 0.20% | Reduce -3.4% | 5,976,259 | $634.6M |
| Bank of New York Mellon Corp | 0.10% | Reduce -12.8% | 5,155,033 | $547.4M |
| Morgan Stanley | 0.03% | Add +1.0% | 3,634,876 | $386.0M |
| Sei Investments Co. | 0.36% | Add +5.0% | 2,643,788 | $280.7M |
| Creative Planning | 0.26% | Add +1.9% | 2,486,417 | $264.0M |
| Tiaa Trust, National Association | 0.69% | Add +20.3% | 2,193,401 | $232.9M |
| UBS Group AG | 0.04% | Reduce -0.6% | 1,409,660 | $149.7M |
| Captrust Financial Advisors | 0.38% | Add +6.3% | 1,212,348 | $128.7M |
| Franklin Resources Inc. | 0.04% | Add +0.7% | 1,207,542 | $127.8M |
| Citigroup Inc. | 0.09% | Reduce -4.1% | 902,108 | $95.8M |
| Ameriprise Financial Inc. | 0.02% | Add +1.7% | 879,689 | $93.4M |
| LPL Financial LLC | 0.04% | Add +3.1% | 743,935 | $79.0M |
| Mariner, LLC | 0.14% | Reduce -3.2% | 735,962 | $78.2M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +8.5% | 725,959 | $77.1M |
| Royal Bank of Canada | 0.02% | Reduce -18.9% | 648,712 | $68.9M |
| Bank of Montreal | 0.03% | Reduce -19.8% | 647,423 | $68.8M |
| JPMorgan Chase & Co. | 0.01% | Add +0.9% | 607,611 | $64.5M |
| US Bancorp \de | 0.08% | Reduce -10.9% | 594,979 | $63.2M |
| Ellevest, Inc. | 3.47% | Add +3.4% | 589,659 | $62.6M |
| Salomon & Ludwin, LLC | 5.95% | Add +7.3% | 549,421 | $58.4M |
| Composition Wealth, LLC | 1.30% | Add +10.4% | 530,025 | $56.3M |
| Cibc World Markets Corp. | 0.39% | New | 500,000 | $54.3M |
| Renaissance Technologies | 0.08% | Add +146.9% | 497,400 | $52.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 491,540 | $52.2M |
| Allworth Financial LP | 0.32% | Add +0.5% | 490,955 | $52.1M |
| Heritage Investment Group, Inc. | 9.33% | Add +0.3% | 461,982 | $49.1M |
| Truepoint, Inc. | 1.02% | Add +3.3% | 356,589 | $37.9M |
| HighTower Advisors, LLC | 0.05% | Add +5.3% | 344,022 | $36.5M |
| Willow Creek Wealth Management Inc. | 3.78% | Add +2.2% | 338,285 | $35.9M |
| Cerity Partners LLC | 0.08% | Add +17.3% | 335,189 | $35.6M |
| Stifel Financial Corp. | 0.04% | Add +10.8% | 322,047 | $34.2M |
| DGS Capital Management, LLC | 8.42% | Add +4.6% | 292,461 | $31.1M |
| Old National Bancorp | 0.70% | Add +23.2% | 287,499 | $30.5M |
| Cetera Investment Advisers | 0.06% | Add +37.5% | 264,704 | $28.1M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +3.4% | 261,315 | $27.7M |
| Willis Johnson & Associates, Inc. | 2.04% | Add +7.6% | 252,870 | $26.9M |
| Apella Capital, LLC | 1.10% | Add +6.3% | 252,360 | $26.8M |
| Commonwealth Equity Services, LLC | 0.04% | Add +13.7% | 250,617 | $26.6M |
| Orion Porfolio Solutions, LLC | 0.26% | Add +10.8% | 247,015 | $26.2M |
| Orion Portfolio Solutions, LLC | 0.26% | Add +10.8% | 247,015 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -12.7% | 240,841 | $25.6M |
| Raymond James & Associates | 0.02% | Reduce -6.9% | 239,685 | $25.5M |
| Citizens Financial Group Inc. | 0.50% | Reduce -1.2% | 234,880 | $24.9M |
| Focus Partners Wealth | 0.08% | Add +15.9% | 230,916 | $24.5M |
| Thrivent Financial for Lutherans | 0.05% | Add +130.3% | 230,069 | $24.4M |
| Ritholtz Wealth Management | 0.71% | Add +1.3% | 221,726 | $23.5M |
| RMR Wealth Builders | 2.40% | Add +7.3% | 213,433 | $22.7M |
| Cahaba Wealth Management, Inc. | 1.84% | Reduce -25.3% | 209,807 | $22.3M |
| Members Trust Co | 0.72% | Reduce -3.2% | 208,398 | $22.1M |
| Corient Private Wealth LP | 0.03% | Add +3.1% | 199,894 | $21.2M |
| Modera Wealth Management, LLC | 0.27% | Add +3.8% | 199,571 | $21.2M |
| Merriman Wealth Management, LLC | 0.81% | Add +17.9% | 189,049 | $20.1M |
| Partners Capital Investment Group, LLP | 0.31% | Reduce -33.4% | 184,427 | $19.6M |
| M&T Bank Corp | 0.06% | Add +194.0% | 182,713 | $19.4M |
| Beacon Pointe Advisors, LLC | 0.22% | Reduce -5.4% | 175,524 | $18.6M |
| Slow Capital, Inc. | 2.85% | Reduce -6.9% | 174,940 | $18.6M |
| Comerica Bank | 0.07% | Add +1.0% | 174,806 | $18.6M |
| Eagle Ridge Investment Management | 1.62% | Add +4.3% | 173,557 | $18.4M |
| Rockefeller Capital Management L.P. | 0.05% | Add +9.9% | 172,043 | $18.3M |
| MML Investors Services, LLC | 0.07% | Add +8.9% | 170,625 | $18.1M |
| Rockwood Wealth Management, LLC | 1.94% | Add +0.3% | 165,675 | $17.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -24.6% | 162,817 | $17.3M |
| Arkansas Financial Group, Inc. | 2.81% | Add +3.0% | 161,433 | $17.1M |
| Alesco Advisors, LLC, An ESL Co | 0.50% | Add +1.0% | 151,247 | $16.1M |
| Alera Investment Advisors, LLC | 1.75% | Reduce -2.1% | 140,390 | $14.9M |
| Brandywine Oak Private Wealth LLC | 1.44% | Add +2.9% | 139,693 | $14.8M |
| Nisa Investment Advisors, LLC | 0.09% | Reduce -18.6% | 139,545 | $14.8M |
| Freestone Capital Holdings, LLC | 0.50% | Add +1.4% | 137,365 | $14.6M |
| One Capital Management, LLC | 0.46% | Add +1.0% | 136,017 | $14.4M |
| Legacy Edge Advisors, LLC | 2.21% | Add +5.0% | 130,368 | $13.8M |
| Sheets Smith Wealth Management | 1.66% | Reduce -4.7% | 127,855 | $13.6M |
| Flputnam Investment Management Co. | 0.23% | Add +0.5% | 122,281 | $13.0M |
| Townsquare Capital LLC | 0.15% | Reduce -12.7% | 120,072 | $12.8M |
| Kestra Private Wealth Services, LLC | 0.23% | Add +16.7% | 119,711 | $12.7M |
| Brown Wealth Management, LLC | 4.36% | Reduce -13.0% | 113,679 | $12.1M |
| Ackerman Capital Advisors, LLC | 3.07% | Reduce -0.5% | 111,907 | $11.9M |
| TD Capital Management LLC | 1.18% | Reduce -3.6% | 111,373 | $11.8M |
| CIBC Private Wealth Group LLC | 0.02% | Add +1.1% | 108,645 | $11.5M |
| Park Avenue Securities LLC | 0.13% | Reduce -0.4% | 108,046 | $11.5M |
| Larson Financial Group LLC | 0.65% | Add +29.4% | 107,587 | $11.4M |
| Grove Bank & Trust | 1.66% | Add +1.6% | 105,565 | $11.2M |
| Abundance Wealth Counselors | 2.26% | New | 102,780 | $10.9M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +3.1% | 101,171 | $10.7M |
| Bailard, Inc. | 0.27% | Add +3.9% | 99,340 | $10.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -6.2% | 97,070 | $10.3M |
| Dakota Wealth Management | 0.23% | Reduce -6.0% | 95,986 | $10.2M |
| Prime Capital Investment Advisors, LLC | 0.14% | Add +1.7% | 95,511 | $10.1M |
| Alaethes Wealth, LLC | 3.72% | Add +72.7% | 94,983 | $10.1M |
| Heartwood Wealth Advisors LLC | 1.11% | Add +3.5% | 94,255 | $10.0M |
| MBL Wealth, LLC | 1.01% | Reduce -5.7% | 88,563 | $9.4M |
| Integrated Advisors Network LLC | 0.45% | Reduce -10.1% | 87,844 | $9.3M |
| Partners in Financial Planning | 1.85% | Add +6.0% | 86,422 | $9.2M |
| Oak Harvest Investment Services | 1.30% | Add +12.4% | 85,300 | $9.1M |
| Quent Capital, LLC | 0.91% | Add +7.9% | 84,184 | $8.9M |
| Integrated Wealth Concepts LLC | 0.11% | Reduce -7.3% | 83,668 | $8.9M |
| Meridian Wealth Partners, LLC | 1.36% | Reduce -10.7% | 82,461 | $8.8M |
| Balentine LLC | 0.34% | Add +0.3% | 81,575 | $8.7M |
| Janney Montgomery Scott LLC | 0.02% | Add +289.6% | 77,765 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -3.7% | 72,541 | $7.7M |
| Private Advisor Group, LLC | 0.05% | Add +134.2% | 72,243 | $7.7M |
| Opus Capital Group, LLC | 0.96% | Reduce -0.4% | 72,229 | $7.7M |
| Wealthcare Advisory Partners LLC | 0.22% | Add +27.3% | 71,343 | $7.6M |
| GAMMA Investing LLC | 0.73% | Add +21.0% | 69,642 | $7.4M |
| Northeast Financial Group, Inc. | 2.80% | Add +48.5% | 68,520 | $7.3M |
| Avantax Planning Partners, Inc. | 0.26% | Reduce -20.2% | 68,204 | $7.2M |
| Country Club Bank | 0.48% | Add +23.5% | 67,933 | $7.2M |
| Aua Capital Management, LLC | 4.15% | Reduce -0.4% | 67,550 | $7.2M |
| Condor Capital Management | 0.64% | Add +1.6% | 67,133 | $7.1M |
| Clearwater Capital Advisors, LLC | 0.69% | Add +5.6% | 66,641 | $7.1M |
| Nicolet Advisory Services, LLC | 0.65% | Reduce -0.5% | 65,228 | $6.9M |
| Dynamic Advisor Solutions LLC | 0.21% | Reduce -4.3% | 65,064 | $6.9M |
| Horiko Capital Management LLC | 1.99% | Reduce -50.2% | 64,878 | $6.9M |
| Morton Brown Family Wealth, LLC | 2.44% | Reduce -17.9% | 64,743 | $6.9M |
| LVW Advisors, LLC | 0.88% | Add +5.0% | 64,384 | $6.8M |
| Smithfield Trust Co | 0.33% | Add +22.4% | 64,253 | $6.8M |
| Advisory Services Network, LLC | 0.14% | No change | 64,534 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.8% | 62,823 | $6.7M |
| Brookstone Capital Management | 0.10% | Add +6.6% | 62,648 | $6.7M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -1.3% | 62,336 | $6.6M |
| EP Wealth Advisors, LLC | 0.05% | Add +5.6% | 59,915 | $6.4M |
| Lindenwold Advisors, INC | 3.18% | Reduce -4.5% | 59,386 | $6.3M |
| JFS Wealth Advisors, LLC | 0.42% | Reduce -7.8% | 59,165 | $6.3M |
| PDS Planning, Inc | 0.55% | Add +8.9% | 57,333 | $6.1M |
| Brio Consultants, LLC | 0.95% | Reduce -42.8% | 56,360 | $6.0M |
| Elmwood Wealth Management, Inc. | 2.44% | Reduce -7.0% | 55,780 | $5.9M |
| Bragg Financial Advisors, Inc | 0.24% | Add +34.0% | 55,669 | $5.9M |
| Zhang Financial LLC | 0.37% | Reduce -0.8% | 55,477 | $5.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.3% | 55,444 | $5.9M |
| Baird Financial Group, Inc. | 0.01% | Add +23.7% | 54,978 | $5.8M |
| Lutz Financial Services LLC | 0.46% | Reduce -0.3% | 53,715 | $5.7M |
| Life Planning Partners, Inc | 5.09% | Reduce -14.7% | 53,630 | $5.7M |
| Signet Financial Management, LLC | 0.72% | Reduce -3.6% | 53,286 | $5.7M |
| Waverly Advisors, LLC | 0.10% | Add +0.5% | 51,908 | $5.5M |
| Aspen Wealth Management LLC | 1.67% | Reduce -12.6% | 51,662 | $5.5M |
| Coldstream Capital Management Inc. | 0.12% | Add +56.8% | 51,368 | $5.5M |
| Eagle Rock Investment Company, LLC | 0.91% | Reduce -10.3% | 51,226 | $5.4M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Add +0.5% | 51,102 | $5.4M |
| Austin Private Wealth, LLC | 0.53% | Reduce -4.5% | 50,603 | $5.4M |
| Private Wealth Management Group, LLC | 2.09% | Reduce -5.8% | 49,919 | $5.3M |
| Transamerica Financial Advisors, LLC | 0.52% | Reduce -11.5% | 49,716 | $5.3M |
| GenTrust, LLC | 0.25% | New | 48,831 | $5.2M |
| Choreo, LLC | 0.08% | Add +381.9% | 48,248 | $5.1M |
| Focus Partners Advisor Solutions, LLC | 0.11% | New | 47,428 | $5.0M |
| McNamara Financial Services, Inc. | 0.98% | Add +9.3% | 46,984 | $5.0M |
| Mayflower Financial Advisors, LLC | 0.74% | Reduce -0.5% | 45,956 | $4.9M |
| Diversified Portfolios, Inc. | 0.51% | Reduce -8.4% | 45,721 | $4.9M |
| Phillips Financial Management, LLC | 0.37% | Reduce -5.6% | 45,372 | $4.8M |
| NewEdge Wealth, LLC | 0.09% | Add +1.1% | 45,262 | $4.8M |
| Farther Finance Advisors, LLC | 0.18% | Add +73.0% | 45,170 | $4.8M |
| Legacy Financial Group, Inc. | 1.60% | Reduce -6.3% | 44,558 | $4.7M |
| Blair William & Co. | 0.01% | Reduce -26.5% | 43,807 | $4.7M |
| PrairieView Partners, LLC | 0.48% | Add +10.6% | 43,383 | $4.6M |
| Evensky & Katz LLC | 0.30% | Add +0.1% | 43,325 | $4.6M |
| Chesley Taft & Associates LLC | 0.22% | Add +9.2% | 42,713 | $4.5M |
| Alhambra Investment Management LLC | 2.35% | Reduce -5.3% | 42,678 | $4.5M |
| World Investment Advisors | 0.14% | Add +3.0% | 42,657 | $4.5M |
| Durante & Waters, LLC | 3.80% | Add +4.1% | 42,624 | $4.5M |
| BlackRock, Inc. | 0.00% | — | 42,021 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +0.4% | 41,967 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.24% | Reduce -2.3% | 41,875 | $4.4M |
| Wealthspire Advisors, LLC | 0.04% | Add +598.7% | 41,559 | $4.4M |
| Peapack Gladstone Financial Corp. | 0.06% | Add +11.2% | 41,537 | $4.4M |
| Valmark Advisers, Inc. | 0.07% | Add +0.4% | 41,418 | $4.4M |
| SageView Advisory Group, LLC | 0.22% | New | 41,331 | $4.4M |
| Avidian Wealth Enterprises, LLC | 0.20% | Reduce -19.3% | 41,124 | $4.4M |
| First American Trust, FSB | 0.43% | Add +12.7% | 40,888 | $4.3M |
| Studio Investment Management LLC | 0.91% | Reduce -1.6% | 40,772 | $4.3M |
| Patten Group, Inc. | 0.93% | Add +18.8% | 39,576 | $4.2M |
| Baron Financial Group, LLC | 2.56% | Reduce -2.1% | 39,440 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -5.5% | 39,193 | $4.2M |
| Meritage Portfolio Management | 0.25% | Reduce -3.2% | 38,701 | $4.1M |
| Manhattan West Asset Management, LLC | 1.04% | Reduce -34.1% | 37,905 | $4.0M |
| Brown, Lisle/Cummings, Inc. | 1.20% | No change | 37,237 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -25.1% | 36,602 | $3.9M |
| Presilium Private Wealth, LLC | 0.89% | Add +8.6% | 36,256 | $3.9M |
| Curbstone Financial Management Corp | 0.82% | No change | 36,250 | $3.8M |
| Integris Wealth Management, LLC | 1.07% | Reduce -18.5% | 36,157 | $3.8M |
| Chesapeake Capital Corp. | 3.43% | Add +27.9% | 35,484 | $3.8M |
| Tidal Investments LLC | 0.04% | Add +27.9% | 35,484 | $3.8M |
| Spire Wealth Management | 0.13% | Reduce -5.0% | 35,293 | $3.7M |
| Prudential Financial Inc. | 0.01% | Reduce -17.0% | 35,186 | $3.7M |
| Ironwood Wealth Management, LLC. | 1.12% | Reduce -1.7% | 35,095 | $3.7M |
| Jordan Park Group LLC | 0.25% | Reduce -45.8% | 34,887 | $3.7M |
| James Investment Research, Inc. | 0.42% | Add +1.8% | 34,386 | $3.7M |
| Boston Mountain Money Management Inc. | 2.08% | Add +8.1% | 33,714 | $3.6M |
| AMG National Trust Bank | 0.10% | Reduce -18.6% | 33,699 | $3.6M |
| Truist Financial Corp. | 0.01% | Reduce -31.3% | 33,654 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -17.6% | 33,499 | $3.6M |
| Exencial Wealth Advisors, LLC | 0.13% | Add +0.3% | 33,461 | $3.6M |
| Johnson Bixby & Associates, LLC | 0.53% | Reduce -18.0% | 32,810 | $3.5M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +6.5% | 32,728 | $3.5M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -11.7% | 32,355 | $3.4M |
| TD Private Client Wealth LLC | 0.10% | Add +8.3% | 31,994 | $3.4M |
| Fonville Wealth Management LLC | 1.17% | Reduce -6.0% | 31,781 | $3.4M |
| Smith & Howard Wealth Management, LLC | 0.94% | Reduce -15.3% | 31,560 | $3.4M |
| NorthCoast Asset Management LLC | 0.02% | New | 31,417 | $3.3M |
| Equita Financial Network, Inc. | 1.21% | Add +49.3% | 31,151 | $3.3M |
| Clarius Group, LLC | 0.23% | Reduce -7.8% | 30,846 | $3.3M |
| Cardiff Park Advisors, LLC | 0.29% | Add +0.2% | 30,724 | $3.3M |
| Charles Schwab Trust Co | 0.28% | Add +76.1% | 30,541 | $3.2M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -8.4% | 29,566 | $3.1M |
| Kwmg, LLC | 0.31% | Add +2.4% | 29,023 | $3.1M |
| Betterment LLC | 0.01% | Add +11.5% | 28,413 | $3.0M |
| Jane Street Group, LLC | 0.00% | Reduce -96.2% | 28,376 | $3.0M |
| Connecticut Wealth Management, LLC | 0.15% | No change | 28,350 | $3.0M |
| Omega Financial Group, LLC | 1.12% | Add +3.7% | 27,873 | $3.0M |
| German American Bancorp, Inc. | 0.31% | Add +19.7% | 27,702 | $2.9M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -4.1% | 27,049 | $2.9M |
| Wealth Architects, LLC | 0.32% | Reduce -4.4% | 26,993 | $2.9M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -23.9% | 26,824 | $2.8M |
| Highview Capital Management LLC | 1.15% | No change | 26,664 | $2.8M |
| Glenview Trust Co | 0.05% | Add +0.0% | 26,626 | $2.8M |
| HTLF Bank | 0.31% | Add +3.6% | 26,569 | $2.8M |
| Capasso Planning Partners LLC | 0.83% | Add +31.4% | 26,348 | $2.8M |
| Greenup Street Wealth Management LLC | 0.58% | Add +15.0% | 26,336 | $2.8M |
| Ade, LLC | 1.68% | Reduce -5.7% | 25,793 | $2.7M |
| LJI Wealth Management, LLC | 0.55% | Add +7.5% | 25,451 | $2.7M |
| MBM Wealth Consultants, LLC | 0.83% | Add +42.3% | 24,905 | $2.6M |
| Prio Wealth Limited Partnership | 0.08% | Reduce -6.8% | 24,861 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.54% | Add +0.0% | 24,781 | $2.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.1% | 24,573 | $2.6M |
| Cwm, LLC | 0.01% | Add +9.0% | 24,535 | $2.6M |
| Becker Capital Management Inc. | 0.08% | Add +132.6% | 24,484 | $2.6M |
| McAdam, LLC | 0.15% | Reduce -2.9% | 24,401 | $2.6M |
| Angeles Wealth Management, LLC | 0.22% | Reduce -95.3% | 24,400 | $2.6M |
| RFG Advisory, LLC | 0.08% | Add +9.7% | 24,114 | $2.6M |
| Fiduciary Trust Co | 0.04% | Reduce -1.8% | 23,784 | $2.5M |
| Sigma Planning Corp | 0.08% | Add +1.8% | 23,672 | $2.5M |
| Arkos Global Advisors | 0.36% | Reduce -2.2% | 23,341 | $2.5M |
| Unison Advisors LLC | 0.30% | Add +0.2% | 23,248 | $2.5M |
| Efficient Advisors, LLC | 0.15% | Reduce -5.9% | 23,071 | $2.4M |
| KM Capital Management Ltd. | 1.26% | Reduce -5.9% | 22,119 | $2.3M |
| Joel Isaacson & Co., LLC | 0.11% | Add +2.6% | 22,006 | $2.3M |
| WNY Asset Management, LLC | 0.27% | Add +29.8% | 21,978 | $2.3M |
| Naples Global Advisors, LLC | 0.21% | Reduce -2.5% | 21,695 | $2.3M |
| Symmetry Partners, LLC | 0.54% | Reduce -78.9% | 21,548 | $2.3M |
| Penney Financial, LLC | 1.56% | Add +1.5% | 21,490 | $2.3M |
| Stone Summit Wealth LLC | 0.74% | Add +0.9% | 21,470 | $2.3M |
| Yeomans Consulting Group, Inc. | 0.85% | Reduce -3.4% | 21,374 | $2.3M |
| Tompkins Financial Corp. | 0.22% | No change | 21,326 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.61% | Reduce -1.0% | 21,325 | $2.3M |
| Pine Harbor Wealth Management, LLC | 1.12% | Add +13.3% | 21,273 | $2.3M |
| Fifth Third Securities, Inc. | 0.21% | Reduce -5.2% | 21,268 | $2.3M |
| Mayport, LLC | 0.72% | No change | 21,201 | $2.3M |
| Beaird Harris Wealth Management, LLC | 0.19% | Add +2.7% | 20,879 | $2.2M |
| Safir Wealth Advisors, LLC | 1.69% | Add +3.8% | 20,664 | $2.2M |
| Rogco, LP | 0.85% | Reduce -1.1% | 20,465 | $2.2M |
| Premier Path Wealth Partners, LLC | 0.34% | Add +1.6% | 20,305 | $2.2M |
| Orin Green Financial, LLC | 0.92% | Add +6.3% | 20,167 | $2.1M |
| Pallas Capital Advisors LLC | 0.09% | Reduce -62.8% | 20,228 | $2.1M |
| 1620 Investment Advisors, Inc. | 1.57% | Reduce -10.6% | 20,076 | $2.1M |
| Private Portfolio Partners LLC | 0.40% | New | 20,050 | $2.1M |
| BIP Wealth, LLC | 0.14% | Add +43.4% | 20,030 | $2.1M |
| Narus Financial Partners, LLC | 0.76% | Add +16.6% | 19,928 | $2.1M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -1.9% | 19,387 | $2.1M |
| Apexium Financial, LP | 0.13% | Reduce -0.1% | 19,232 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +17.1% | 18,782 | $2.0M |
| Wilmington Savings Fund Society, FSB | 0.04% | Add +68.2% | 18,731 | $2.0M |
| Allegheny Financial Group | 0.49% | Reduce -1.5% | 18,579 | $2.0M |
| Principal Securities, Inc. | 0.05% | Reduce -1.9% | 18,524 | $2.0M |
| Patten & Patten Inc. | 0.13% | Reduce -7.8% | 18,428 | $2.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +12.1% | 18,361 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.9% | 18,264 | $1.9M |
| Montag A & Associates Inc. | 0.09% | Reduce -8.8% | 18,129 | $1.9M |
| Soltis Investment Advisors LLC | 0.19% | Reduce -0.2% | 18,061 | $1.9M |
| Confluence Wealth Services, Inc. | 0.14% | Add +52.0% | 18,035 | $1.9M |
| Forum Financial Management, LP | 0.03% | Reduce -4.3% | 18,025 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.17% | Reduce -7.8% | 17,938 | $1.9M |
| ARK & TLK Investments, LLC | 0.68% | Add +11.5% | 17,896 | $1.9M |
| Geneos Wealth Management Inc. | 0.07% | Add +365.3% | 17,848 | $1.9M |
| Exchange Capital Management, Inc. | 0.30% | Reduce -27.4% | 17,531 | $1.9M |
| Wescott Financial Advisory Group, LLC | 0.20% | Add +0.5% | 17,489 | $1.9M |
| Advus Financial Partners, LLC | 0.52% | Add +6.0% | 17,165 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | Reduce -5.5% | 17,160 | $1.8M |
| Apeiron RIA LLC | 0.52% | Add +4.6% | 17,020 | $1.8M |
| Wiser Wealth Management, Inc | 0.52% | Reduce -10.0% | 16,987 | $1.8M |
| IAM Advisory, LLC | 0.45% | Add +1.6% | 16,880 | $1.8M |
| Rosenberg Matthew Hamilton | 0.46% | Reduce -0.1% | 16,522 | $1.8M |
| Bangor Savings Bank | 0.16% | Add +27.7% | 16,387 | $1.7M |
| Anderson Hoagland & Co. | 0.18% | Reduce -6.3% | 16,293 | $1.7M |
| Arkfeld Wealth Strategies, L.L.C. | 0.82% | Add +0.5% | 16,027 | $1.7M |
| WJ Wealth Management, LLC | 0.60% | Reduce -14.9% | 15,986 | $1.7M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -38.6% | 16,007 | $1.7M |
| Raymond James Trust N.A. | 0.04% | Add +0.9% | 15,648 | $1.7M |
| New World Advisors LLC | 0.43% | Reduce -13.9% | 15,646 | $1.7M |
| FLC Capital Advisors | 0.38% | Add +10.3% | 15,553 | $1.7M |
| LongView Wealth Management | 0.52% | Add +0.5% | 15,434 | $1.6M |
| Olde Wealth Management, LLC | 0.58% | No change | 15,362 | $1.6M |
| Cypress Capital Group | 0.18% | Add +10.2% | 15,296 | $1.6M |
| Journey Strategic Wealth LLC | 0.06% | Add +12.8% | 15,280 | $1.6M |
| FC Advisory LLC | 0.55% | Add +24.0% | 15,261 | $1.6M |
| Main Line Retirement Advisors, LLC | 1.09% | Reduce -1.2% | 14,991 | $1.6M |
| Per Stirling Capital Management, LLC. | 0.22% | Add +13.2% | 14,948 | $1.6M |
| Savant Capital, LLC | 0.01% | Add +1.4% | 14,927 | $1.6M |
| Savvy Advisors, Inc. | 0.32% | Add +11.0% | 14,915 | $1.6M |
| &partners | 0.03% | New | 14,716 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Reduce -20.8% | 14,774 | $1.6M |
| McKinley Carter Wealth Services, Inc. | 0.09% | Reduce -9.1% | 14,571 | $1.5M |
| Boltwood Capital Management | 0.45% | Reduce -14.2% | 14,455 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -14.3% | 14,086 | $1.5M |
| Deutsche Bank AG | 0.00% | Reduce -4.1% | 13,874 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -3.3% | 13,870 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.09% | Reduce -0.3% | 13,769 | $1.5M |
| Webster Bank, N. A. | 0.16% | No change | 13,731 | $1.5M |
| Keebeck Wealth Management | 0.21% | Reduce -10.7% | 13,683 | $1.5M |
| Pitcairn Co. | 0.09% | No change | 13,641 | $1.4M |
| Parallel Advisors, LLC | 0.03% | Add +56.3% | 13,602 | $1.4M |
| Citadel Advisors | 0.00% | Add +11.3% | 13,578 | $1.4M |
| First National Trust Co | 0.05% | Add +0.2% | 13,332 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -0.8% | 13,261 | $1.4M |
| Plancorp, LLC | 0.06% | Add +1.4% | 13,186 | $1.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.33% | Reduce -16.0% | 13,161 | $1.4M |
| One Wealth Advisors, LLC | 0.21% | New | 13,137 | $1.4M |
| Rockbridge Investment Management, LCC | 0.18% | Reduce -1.1% | 13,077 | $1.4M |
| Juncture Wealth Strategies, LLC | 0.53% | Reduce -16.0% | 12,986 | $1.4M |
| McNaughton Wealth Management, LLC | 0.67% | Add +7.9% | 12,955 | $1.4M |
| Ally Invest Advisors Inc. | 0.12% | Add +5.9% | 12,929 | $1.4M |
| Bull Street Advisors, LLC | 0.64% | Reduce -9.4% | 12,910 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.4% | 12,877 | $1.4M |
| Maryland Capital Advisors Inc. | 0.66% | Add +0.0% | 12,822 | $1.4M |
| Cresset Asset Management, LLC | 0.01% | Add +4.7% | 12,787 | $1.4M |
| Debussy Capital Management LP | 0.39% | No change | 12,760 | $1.4M |
| Northern Trust Corp. | 0.00% | Add +4.3% | 12,702 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.24% | Add +31.6% | 12,500 | $1.3M |
| True Link Financial Advisors, LLC | 0.11% | No change | 12,430 | $1.3M |
| Stephen J. Garry & Associates, LLC | 1.25% | Reduce -1.3% | 12,379 | $1.3M |
| Godshalk Welsh Capital Management, Inc. | 0.83% | Add +18.8% | 12,300 | $1.3M |
| Nwam LLC | 0.08% | New | 12,278 | $1.3M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -12.1% | 12,253 | $1.3M |
| Orgel Wealth Management, LLC | 0.03% | Add +11.3% | 12,189 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.1% | 12,176 | $1.3M |
| Seaside Wealth Management, Inc. | 0.48% | Add +7.9% | 12,061 | $1.3M |
| Flagstar Securities, Inc. | 0.32% | Add +8.4% | 12,054 | $1.3M |
| Human Investing LLC | 0.23% | Add +15.7% | 12,054 | $1.3M |
| Certus Wealth Management, LLC | 0.89% | Reduce -8.7% | 12,007 | $1.3M |
| 1900 Wealth Management LLC | 0.11% | Reduce -54.1% | 11,986 | $1.3M |
| Catalyst Financial Partners LLC | 0.24% | Add +7.8% | 11,538 | $1.2M |
| Advisory Alpha, LLC | 0.04% | Reduce -2.3% | 11,436 | $1.2M |
| WASHINGTON TRUST Co | 0.04% | Reduce -13.3% | 11,435 | $1.2M |
| Kings Path Partners LLC | 0.51% | Add +3.9% | 11,415 | $1.2M |
| Cynosure Group, LLC | 0.18% | No change | 11,337 | $1.2M |
| Probity Advisors, Inc. | 0.23% | Reduce -6.6% | 11,299 | $1.2M |
| Orange Investment Advisors, Inc. | 0.13% | Add +56.3% | 11,278 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -11.8% | 11,274 | $1.2M |
| Altiora Financial Group, LLC | 0.26% | Add +5.1% | 11,214 | $1.2M |
| Intergy Private Wealth, LLC | 0.45% | Reduce -0.5% | 11,189 | $1.2M |
| Clarus Group, Inc. | 0.50% | Reduce -36.0% | 11,144 | $1.2M |
| StoneX Group Inc. | 0.09% | Reduce -16.4% | 11,089 | $1.2M |
| Total Wealth Planning, LLC | 0.18% | No change | 10,950 | $1.2M |
| Running Point Capital Advisors, LLC | 0.45% | Add +4.2% | 10,892 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +20.9% | 10,813 | $1.1M |
| Bray Capital Advisors | 0.28% | No change | 10,725 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.14% | No change | 10,700 | $1.1M |
| WealthShield Partners, LLC | 0.15% | Add +2.1% | 10,671 | $1.1M |
| Financial Strategies Group, Inc. | 0.26% | Add +15.0% | 10,635 | $1.1M |
| Aaron Wealth Advisors LLC | 0.13% | No change | 10,520 | $1.1M |
| Pure Financial Advisors, LLC | 0.03% | Add +40.1% | 10,439 | $1.1M |
| VERITY Wealth Advisors | 0.77% | No change | 10,328 | $1.1M |
| Zacks Investment Management | 0.01% | Add +26.4% | 10,281 | $1.1M |
| Legacy Private Trust Co. | 0.07% | Reduce -21.4% | 10,163 | $1.1M |
| Scott Capital Advisors, LLC | 0.31% | Add +5.7% | 10,147 | $1.1M |
| TruNorth Capital Management, LLC | 0.32% | Add +0.4% | 10,034 | $1.1M |
| Everhart Financial Group, Inc. | 0.24% | Reduce -14.1% | 10,032 | $1.1M |
| Hill Island Financial LLC | 0.32% | Reduce -2.3% | 10,020 | $1.1M |
| ORG Partners LLC | 0.17% | Reduce -24.0% | 9,934 | $1.1M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -41.8% | 9,927 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -9.5% | 9,877 | $1.0M |
| Sigma Investment Counselors Inc. | 0.06% | No change | 9,713 | $1.0M |
| Austin Asset Management Co Inc | 0.21% | No change | 9,605 | $1.0M |
| Evernest Financial Advisors, LLC | 0.27% | Add +4.5% | 9,478 | $1.0M |
| Hilltop Partners LLC | 0.34% | Reduce -2.0% | 9,387 | $997K |
| Concourse Financial Group Securities, Inc. | 0.06% | Reduce -3.3% | 9,318 | $989K |
| Kades & Cheifetz LLC | 0.56% | Add +12.7% | 9,287 | $986K |
| Wealthfront Advisers LLC | 0.00% | Add +81.4% | 9,208 | $978K |
| CGN Advisors LLC | 0.10% | Reduce -6.4% | 9,166 | $973K |
| Physician Wealth Advisors, Inc. | 0.18% | Reduce -11.0% | 9,173 | $971K |
| Lido Advisors, LLC | 0.01% | No change | 9,139 | $970K |
| Avid Wealth Partners LLC | 0.68% | Add +362.0% | 9,078 | $964K |
| Cosner Financial Group, LLC | 0.62% | No change | 9,045 | $960K |
| RHS Financial, LLC | 0.48% | Reduce -4.4% | 9,007 | $956K |
| Summit Financial, LLC | 0.04% | Reduce -5.8% | 8,965 | $952K |
| Shore Point Advisors, LLC | 0.51% | Reduce -0.1% | 8,957 | $951K |
| Fragasso Financial Advisors Inc | 0.07% | Reduce -0.0% | 8,817 | $936K |
| Chatham Capital Group, Inc. | 0.15% | No change | 8,675 | $921K |
| Mather Group, Llc. | 0.01% | Reduce -15.2% | 8,479 | $900K |
| Central Pacific Bank - Trust Division | 0.12% | No change | 8,358 | $888K |
| Ascent Group, LLC | 0.07% | Add +34.7% | 8,314 | $883K |
| NBT Bank, N.A. | 0.06% | New | 8,255 | $877K |
| First Affirmative Financial Network | 0.48% | Add +4.1% | 8,236 | $875K |
| Prairiewood Capital, LLC | 0.37% | No change | 8,180 | $869K |
| Sage Financial Management Group, Inc. | 0.34% | New | 8,157 | $866K |
| GC Wealth Management RIA, LLC | 0.15% | No change | 8,109 | $861K |
| Westover Capital Advisors, LLC | 0.16% | Reduce -1.2% | 8,005 | $850K |
| Linscomb Wealth, Inc. | 0.04% | Reduce -10.4% | 7,877 | $836K |
| Revolve Wealth Partners, LLC | 0.13% | Reduce -0.6% | 7,827 | $831K |
| Greenspring Advisors, LLC | 0.18% | No change | 7,820 | $830K |
| W.H. Cornerstone Investments Inc. | 0.56% | Add +0.5% | 7,815 | $830K |
| Vertex Planning Partners, LLC | 0.20% | No change | 7,799 | $828K |
| Wedmont Private Capital | 0.05% | Add +22.5% | 7,741 | $820K |
| Compound Planning, Inc. | 0.05% | Add +33.0% | 7,711 | $819K |
| KFA Private Wealth Group, LLC | 0.39% | Add +35.3% | 7,700 | $818K |
| Strategic Blueprint, LLC | 0.05% | Add +11.3% | 7,678 | $815K |
| Steel Grove Capital Advisors, LLC | 0.11% | Reduce -28.6% | 7,640 | $812K |
| C M Bidwell & Associates Ltd. | 0.50% | Add +5.9% | 7,632 | $810K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.58% | — | 7,593 | $806K |
| Power Wealth Management LLC | 0.34% | Add +8.3% | 7,592 | $806K |
| Vista Investment Management | 0.30% | Add +7.4% | 7,588 | $806K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -0.2% | 7,580 | $805K |
| Heritage Wealth Partners, LLC | 0.94% | Reduce -10.4% | 7,555 | $802K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Add +3.7% | 7,453 | $791K |
| Carlson Capital Management | 0.03% | Add +14.0% | 7,434 | $789K |
| Rock Point Advisors, LLC | 0.21% | Add +0.3% | 7,365 | $782K |
| Tilson Financial Group, Inc. | 0.34% | New | 7,327 | $778K |
| Cary Street Partners Investment Advisory LLC | 0.03% | No change | 7,322 | $778K |
| Archford Capital Strategies, LLC | 0.11% | Reduce -6.0% | 7,195 | $762K |
| Jones Financial Companies LLLP | 0.00% | Add +31.2% | 7,043 | $749K |
| Carr Financial Group Corp | 0.22% | Add +0.4% | 7,042 | $748K |
| Rede Wealth, LLC | 0.29% | Add +2.9% | 7,031 | $747K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 7,008 | $744K |
| Dynamic Wealth Strategies, LLC | 0.60% | Reduce -2.9% | 6,966 | $740K |
| FF Advisors,LLC | 0.48% | Reduce -8.8% | 6,982 | $739K |
| Smith Thornton Advisors LLC | 0.48% | Add +7.5% | 6,943 | $737K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +22.4% | 6,934 | $736K |
| Continuum Advisory, LLC | 0.09% | Add +32.4% | 6,960 | $734K |
| Aviance Capital Partners, LLC | 0.10% | Reduce -29.6% | 6,844 | $727K |
| RCS Financial Planning, LLC | 0.40% | Add +9.4% | 6,784 | $720K |
| Swmg, LLC | 0.30% | Reduce -3.7% | 6,812 | $719K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +3.6% | 6,766 | $718K |
| Dean Investment Associates, LLC | 0.10% | No change | 6,650 | $706K |
| Dravo Bay LLC | 0.36% | Add +0.1% | 6,571 | $698K |
| McBroom & Associates, LLC | 0.42% | Add +0.8% | 6,524 | $693K |
| Creative Financial Designs Inc. | 0.06% | Reduce -7.8% | 6,500 | $690K |
| Blueprint Investment Partners LLC | 0.13% | New | 6,497 | $690K |
| Trinity Wealth Management, LLC | 0.32% | Reduce -23.9% | 6,483 | $688K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Add +7.0% | 6,466 | $687K |
| Compass Financial Group, Inc. | 0.32% | Add +1.0% | 6,450 | $685K |
| Assetmark, Inc. | 0.00% | Reduce -2.7% | 6,420 | $682K |
| Armor Investment Advisors, LLC | 0.28% | Reduce -5.8% | 6,405 | $680K |
| Whittier Trust Co. | 0.01% | No change | 6,393 | $679K |
| Intrua Financial, LLC | 0.11% | Add +18.2% | 6,385 | $678K |
| Destination Wealth Management | 0.02% | Add +6.5% | 6,308 | $670K |
| Cascade Financial Partners, LLC | 0.08% | Add +1.4% | 6,330 | $670K |
| Cyr Financial Inc. | 0.62% | Reduce -9.4% | 6,300 | $669K |
| BNP Paribas Financial Markets | 0.00% | Reduce -81.7% | 6,246 | $663K |
| First Heartland Consultants, Inc. | 0.07% | Add +62.6% | 6,182 | $656K |
| MidAtlantic Capital Management, Inc. | 0.48% | No change | 6,138 | $652K |
| Heritage Wealth Management, Inc. | 0.59% | Reduce -21.6% | 6,127 | $651K |
| Mattern Capital Management, LLC | 0.08% | Reduce -82.6% | 5,984 | $635K |
| Citizens & Northern Corp. | 0.19% | Reduce -36.2% | 5,929 | $630K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -4.4% | 5,917 | $628K |
| Prospera Financial Services Inc | 0.02% | Add +0.3% | 5,894 | $626K |
| Code Waechter LLC | 0.60% | — | 5,893 | $626K |
| TAGStone Capital, Inc. | 0.32% | Add +0.5% | 5,864 | $623K |
| Regions Financial Corp. | 0.00% | Reduce -15.3% | 5,863 | $623K |
| FinTrust Capital Advisors, LLC | 0.11% | Add +3173.7% | 5,860 | $622K |
| Plum Street Advisors, LLC | 0.31% | Add +1.6% | 5,823 | $618K |
| Park Place Capital Corp | 0.18% | Reduce -2.8% | 5,770 | $613K |
| Red Tortoise LLC | 0.31% | Add +12.4% | 5,751 | $611K |
| Edgestream Partners, L.P. | 0.03% | New | 5,719 | $607K |
| Libra Wealth LLC | 0.24% | No change | 5,699 | $605K |
| Petra Financial Advisors Inc. | 0.39% | Add +0.6% | 5,625 | $597K |
| WBH Advisory Inc. | 0.06% | Reduce -10.0% | 5,624 | $597K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Add +0.5% | 5,610 | $596K |
| High Falls Advisors, Inc | 0.14% | Add +12.6% | 5,564 | $591K |
| Harbour Investments, Inc. | 0.02% | Reduce -3.1% | 5,509 | $585K |
| SP Asset Management LLC | 0.05% | No change | 5,500 | $584K |
| MainStreet Investment Advisors LLC | 0.08% | Reduce -9.6% | 5,484 | $582K |
| Maia Wealth LLC | 0.14% | Add +104.8% | 5,513 | $582K |
| Financial Life Advisors | 0.22% | Reduce -5.6% | 5,465 | $580K |
| Stewardship Advisors, LLC | 0.16% | New | 5,449 | $579K |
| St Germain D J Co. Inc. | 0.03% | Add +65.3% | 5,407 | $574K |
| Procyon Advisors, LLC | 0.04% | No change | 5,366 | $570K |
| Peninsula Wealth, LLC | 0.10% | Reduce -6.9% | 5,352 | $567K |
| Graypoint LLC | 0.04% | Add +80.0% | 5,332 | $566K |
| Madison Wealth Partners, Inc | 0.17% | Add +1.7% | 5,305 | $563K |
| Invst, LLC | 0.07% | Add +49.7% | 5,277 | $560K |
| Colonial Trust Advisors | 0.05% | Add +16.7% | 5,237 | $556K |
| Princeton Global Asset Management LLC | 0.11% | Reduce -1.3% | 5,230 | $555K |
| Fifth Third Bancorp | 0.00% | Add +71.0% | 5,178 | $550K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -8.0% | 5,165 | $548K |
| Waldron Private Wealth LLC | 0.02% | Add +2.9% | 5,164 | $548K |
| Berger Financial Group, Inc | 0.04% | Reduce -12.9% | 5,159 | $548K |
| Bernardo Wealth Planning LLC | 0.13% | Reduce -14.6% | 5,129 | $543K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -0.2% | 5,095 | $541K |
| PFG Advisors | 0.03% | Reduce -22.6% | 5,091 | $541K |
| Bessemer Group Inc. | 0.00% | No change | 5,084 | $540K |
| Tobias Financial Advisors, Inc. | 0.11% | No change | 5,074 | $539K |
| CoreCap Advisors, LLC | 0.03% | New | 5,066 | $538K |
| Accurate Wealth Management, LLC | 0.11% | Add +94.8% | 5,072 | $537K |
| Sonata Capital Group Inc. | 0.23% | New | 5,036 | $535K |
| Kingsview Wealth Management, LLC | 0.01% | Add +1.8% | 5,036 | $535K |
| Hunter Associates Investment Management LLC | 0.08% | No change | 5,000 | $531K |
| Trustmark Bank Trust Department | 0.04% | New | 4,985 | $529K |
| Aletheian Wealth Advisors LLC | 0.31% | Add +0.4% | 4,955 | $526K |
| Aspen Wealth Strategies, LLC | 0.33% | Reduce -1.1% | 4,877 | $518K |
| Objective Capital Management, LLC | 0.30% | — | 4,870 | $517K |
| Essex Financial Services, Inc. | 0.04% | No change | 4,879 | $516K |
| IHT Wealth Management, LLC | 0.01% | Reduce -24.8% | 4,854 | $515K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -15.6% | 4,823 | $512K |
| Tanager Wealth Management LLP | 0.07% | New | 4,816 | $511K |
| Clearstead Advisors, LLC | 0.01% | Add +45.9% | 4,768 | $506K |
| Capital Investment Services of America, Inc. | 0.05% | No change | 4,750 | $504K |
| Jacobi Capital Management LLC | 0.04% | Add +0.4% | 4,739 | $503K |
| FMR LLC | 0.00% | Add +22.9% | 4,694 | $498K |
| Foster & Motley Inc. | 0.03% | Reduce -4.3% | 4,692 | $498K |
| Meridian Wealth Management, LLC | 0.02% | New | 4,613 | $490K |
| Cherry Tree Wealth Management, LLC | 0.12% | Add +2.1% | 4,600 | $488K |
| Colton Groome Financial Advisors, LLC | 0.18% | Add +12.8% | 4,591 | $488K |
| Baker Avenue Asset Management, LP | 0.02% | Add +3.6% | 4,584 | $487K |
| Haverford Trust Co | 0.00% | No change | 4,573 | $486K |
| Chesapeake Wealth Management | 0.16% | Reduce -20.2% | 4,500 | $478K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,524 | $473K |
| United Bank | 0.05% | Reduce -97.8% | 4,439 | $471K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +6.4% | 4,429 | $470K |
| Brewster Financial Planning LLC | 0.36% | Add +130.4% | 4,421 | $469K |
| Tru Independence Asset Management 2, LLC | 0.39% | — | 4,387 | $466K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +89.8% | 4,385 | $466K |
| BCGM Wealth Management, LLC | 0.15% | Reduce -0.5% | 4,360 | $463K |
| My Legacy Advisors, LLC | 0.18% | Add +23.5% | 4,359 | $463K |
| Balanced Rock Investment Advisors LLC | 0.36% | Reduce -3.5% | 4,356 | $463K |
| L. Roy Papp & Associates, LLP | 0.06% | No change | 4,350 | $462K |
| Investment Planning Advisors, Inc. | 0.23% | No change | 4,374 | $457K |
| LaFleur & Godfrey LLC | 0.06% | Reduce -5.4% | 4,235 | $450K |
| AE Wealth Management LLC | 0.00% | Add +38.4% | 4,222 | $448K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -11.3% | 4,162 | $442K |
| Capstone Capital LLC | 0.36% | Reduce -10.8% | 4,129 | $438K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +7.2% | 4,106 | $436K |
| Traveka Wealth, LLC | 0.22% | No change | 4,080 | $433K |
| Waller Financial Planning Group, Inc. | 0.11% | Add +2.7% | 4,080 | $433K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -13.4% | 4,064 | $430K |
| Colonial Trust Co / SC | 0.07% | No change | 4,025 | $427K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 4,011 | $426K |
| HCR Wealth Advisors | 0.06% | No change | 4,000 | $425K |
| Riversedge Advisors, LLC | 0.10% | Reduce -1.8% | 3,989 | $424K |
| Root Financial Partners, LLC | 0.07% | New | 3,952 | $420K |
| Keybank National Association | 0.00% | Add +17.9% | 3,952 | $420K |
| Waterway Wealth Management, LLC | 0.18% | Reduce -57.5% | 3,945 | $419K |
| Roberts Financial Services LLC | 0.08% | Add +1.7% | 3,898 | $414K |
| Benjamin Edwards Inc. | 0.01% | New | 3,882 | $413K |
| Rappaport Reiches Capital Management, LLC | 0.11% | New | 3,884 | $412K |
| Fidelis Capital Partners, LLC | 0.05% | New | 3,909 | $412K |
| Centurion Wealth Management LLC | 0.13% | — | 3,877 | $412K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -87.7% | 3,847 | $409K |
| Stratos Investment Management, LLC | 0.03% | Add +0.3% | 3,842 | $408K |
| Elevate Wealth Advisory, Inc. | 0.30% | Reduce -2.9% | 3,841 | $408K |
| Prosperity Consulting Group, LLC | 0.03% | New | 3,837 | $407K |
| ShoreHaven Wealth Partners, LLC | 0.20% | Reduce -9.2% | 3,816 | $405K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 3,811 | $405K |
| Venturi Wealth Management, LLC | 0.02% | Add +8.3% | 3,795 | $403K |
| Warner Financial, Inc. | 0.18% | No change | 3,784 | $402K |
| Guardian Asset Advisors, LLC | 0.27% | Reduce -6.2% | 3,776 | $401K |
| Aerodigm Wealth, LLC | 0.25% | No change | 3,737 | $397K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,735 | $397K |
| Tyche Wealth Partners LLC | 0.09% | No change | 3,730 | $396K |
| Client 1ST Advisory Group, LLC | 0.16% | No change | 3,707 | $394K |
| Eagle Global Advisors LLC | 0.02% | Reduce -2.6% | 3,700 | $393K |
| Wedbush Securities Inc. | 0.01% | Add +3.3% | 3,673 | $390K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 3,660 | $389K |
| True Vision MN LLC | 0.23% | Add +3.0% | 3,625 | $385K |
| Brighton Jones LLC | 0.01% | Reduce -59.9% | 3,620 | $384K |
| Axxcess Wealth Management, LLC | 0.01% | Add +14.8% | 3,605 | $383K |
| XML Financial, LLC | 0.04% | Reduce -14.8% | 3,605 | $383K |
| Prairieview Wealth Partners, LLC | 0.41% | Reduce -86.5% | 3,602 | $383K |
| HSBC Holdings PLC | 0.00% | Add +51.7% | 3,573 | $379K |
| Garden State Investment Advisory Services LLC | 0.12% | Add +0.6% | 3,556 | $378K |
| Ballast Advisors LLC | 0.12% | Add +2.4% | 3,548 | $377K |
| Cannon Wealth Management Services, LLC | 0.34% | — | 3,508 | $373K |
| Regal Investment Advisors LLC | 0.03% | Reduce -3.9% | 3,503 | $372K |
| Merit Financial Group, LLC | 0.01% | Reduce -37.3% | 3,495 | $371K |
| Diversified, LLC | 0.04% | Add +7.0% | 3,469 | $368K |
| Diversified Enterprises, LLC | 0.04% | — | 3,469 | $368K |
| West Wealth Group, LLC | 0.12% | Reduce -0.8% | 3,463 | $368K |
| Strategic Investment Solutions, Inc. | 0.11% | Add +0.3% | 3,455 | $367K |
| Awm Capital, LLC | 0.04% | Reduce -9.7% | 3,439 | $365K |
| Hayek Kallen Investment Management | 0.13% | No change | 3,425 | $364K |
| Quadrant Private Wealth Management, LLC | 0.09% | Add +4.6% | 3,426 | $364K |
| Renasant Bank | 0.24% | No change | 3,403 | $361K |
| Summit Wealth Partners, LLC | 0.07% | Add +0.4% | 3,398 | $361K |
| Shufro Rose & Co. LLC | 0.03% | No change | 3,430 | $359K |
| Foster Group, Inc. | 0.01% | Add +0.1% | 3,373 | $358K |
| Collaborative Wealth Managment Inc. | 0.16% | Add +21.4% | 3,368 | $358K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -8.8% | 3,358 | $357K |
| Towerpoint Wealth, LLC | 0.17% | Reduce -14.6% | 3,343 | $355K |
| IFP Advisors, Inc | 0.01% | Reduce -17.3% | 3,328 | $354K |
| Modern Wealth Management, LLC | 0.02% | New | 3,327 | $353K |
| Tsfg, LLC | 0.08% | Add +13.6% | 3,324 | $353K |
| Hart & Patterson Financial Group LLC | 0.17% | Add +32.7% | 3,322 | $353K |
| Legacy Financial Strategies, LLC | 0.08% | Reduce -10.0% | 3,222 | $342K |
| TNF LLC | 0.12% | Add +0.4% | 3,225 | $340K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -9.2% | 3,156 | $335K |
| Simplicity Wealth,LLC | 0.03% | Reduce -63.6% | 3,130 | $332K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +0.5% | 3,105 | $330K |
| Financial Counselors Inc. | 0.00% | Add +38.7% | 3,102 | $329K |
| UMB Bank, n.a. | 0.01% | Add +8.0% | 3,077 | $327K |
| TruWealth Advisors, LLC | 0.02% | Reduce -20.4% | 3,071 | $326K |
| Patriot Investment Management Group, Inc. | 0.02% | No change | 3,056 | $325K |
| CWA Asset Management Group, LLC | 0.02% | — | 3,046 | $323K |
| Csenge Advisory Group | 0.02% | New | 3,029 | $321K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $319K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $318K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Add +0.3% | 2,989 | $317K |
| Alta Wealth Advisors LLC | 0.14% | No change | 2,966 | $315K |
| Exchange Bank | 0.26% | No change | 2,965 | $315K |
| Morris Financial Concepts, Inc. | 0.13% | Add +5.1% | 2,956 | $314K |
| Agate Pass Investment Management, LLC | 0.16% | No change | 2,948 | $313K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -30.1% | 2,936 | $312K |
| CAP Partners, LLC | 0.23% | Reduce -0.2% | 2,931 | $311K |
| Smith Anglin Financial, LLC | 0.03% | Reduce -17.7% | 2,930 | $311K |
| Kovack Advisors, Inc. | 0.03% | No change | 2,916 | $310K |
| Smartleaf Asset Management LLC | 0.04% | Add +37.3% | 2,910 | $309K |
| Crewe Advisors LLC | 0.04% | Reduce -23.7% | 2,900 | $308K |
| Elyxium Wealth, LLC | 0.17% | — | 2,876 | $305K |
| Sutton Place Investors LLC | 0.19% | Add +0.7% | 2,872 | $305K |
| Winthrop Advisory Group LLC | 0.04% | Add +0.0% | 2,837 | $301K |
| Avitas Wealth Management LLC | 0.04% | Reduce -2.7% | 2,821 | $300K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.5% | 2,826 | $299K |
| Ethos Financial Group, LLC | 0.05% | No change | 2,814 | $299K |
| Summit X, LLC | 0.07% | Reduce -4.0% | 2,849 | $298K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +3.4% | 2,797 | $297K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +8.7% | 2,778 | $295K |
| McLean Asset Management Corp | 0.09% | No change | 2,766 | $293K |
| West Coast Financial LLC | 0.03% | No change | 2,760 | $293K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.12% | No change | 2,749 | $292K |
| Harbor Group, Inc. | 0.07% | Add +0.4% | 2,729 | $290K |
| Eagle Asset Management Inc. | 0.00% | New | 2,717 | $287K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,700 | $287K |
| Ascentis Wealth Management, LLC | 0.11% | — | 2,666 | $283K |
| Investments & Financial Planning, LLC | 0.18% | Reduce -1.5% | 2,655 | $282K |
| Wealthstream Advisors, Inc. | 0.05% | No change | 2,653 | $282K |
| CVA Family Office, LLC | 0.05% | Add +38.1% | 2,645 | $281K |
| Baldwin Wealth Partners LLC | 0.02% | New | 2,640 | $280K |
| Veltria Advisors Corp. | 0.11% | Reduce -6.2% | 2,619 | $278K |
| Theory Financial LLC | 0.12% | Reduce -41.2% | 2,628 | $277K |
| Essential Planning, LLC. | 0.11% | No change | 2,610 | $277K |
| Edgemoor Investment Advisors, Inc. | 0.02% | No change | 2,585 | $275K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 2,539 | $270K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -42.4% | 2,508 | $266K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.5% | 2,503 | $266K |
| Dopkins Wealth Management, LLC | 0.21% | No change | 2,484 | $264K |
| Napa Wealth Management | 0.12% | Reduce -45.3% | 2,473 | $263K |
| Capital Advisors, Ltd. LLC | 0.03% | Reduce -38.6% | 2,452 | $260K |
| Bison Wealth, LLC | 0.04% | Reduce -32.1% | 2,419 | $257K |
| Capital Insight Partners, LLC | 0.04% | Reduce -46.9% | 2,403 | $255K |
| Firestone Capital Management | 0.06% | Add +0.5% | 2,388 | $254K |
| Flagship Private Wealth, LLC | 0.13% | New | 2,367 | $251K |
| Horan Securities, Inc. | 0.10% | Reduce -2.5% | 2,363 | $251K |
| Lanark Financial, Inc. | 0.02% | Add +61.1% | 2,357 | $250K |
| Opal Wealth Advisors, LLC | 0.08% | No change | 2,350 | $250K |
| Trust Co | 0.03% | Reduce -15.2% | 2,327 | $247K |
| TSA Wealth Managment LLC | 0.10% | New | 2,313 | $246K |
| Wealth Group, Ltd. | 0.16% | New | 2,299 | $244K |
| Columbus Macro, LLC | 0.09% | No change | 2,300 | $244K |
| Foundations Investment Advisors, LLC | 0.01% | New | 2,288 | $243K |
| Gemmer Asset Management LLC | 0.02% | New | 2,275 | $241K |
| Boston Family Office LLC | 0.02% | Reduce -20.5% | 2,232 | $237K |
| Proffitt & Goodson Inc. | 0.04% | No change | 2,169 | $230K |
| Creekmur Asset Management LLC | 0.05% | Add +3.2% | 2,161 | $229K |
| Roth Financial Partners LLC | 0.09% | Reduce -2.9% | 2,158 | $229K |
| Eagle Strategies LLC | 0.04% | Reduce -4.4% | 2,149 | $228K |
| Relyea Zuckerberg Hanson LLC | 0.03% | New | 2,128 | $226K |
| Team Financial Group, LLC | 0.13% | Reduce -15.3% | 2,116 | $225K |
| OLIO Financial Planning | 0.09% | No change | 2,093 | $221K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 2,035 | $216K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 2,045 | $216K |
| Lake Street Advisors Group, LLC | 0.01% | Reduce -0.1% | 2,025 | $215K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,023 | $215K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -11.0% | 2,016 | $214K |
| Sachetta, LLC | 0.08% | No change | 2,000 | $212K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,000 | $212K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,000 | $212K |
| Goldstone Financial Group, LLC | 0.04% | No change | 1,998 | $212K |
| Sunbelt Securities, Inc. | 0.02% | Add +4.5% | 1,979 | $210K |
| Two Sigma Securities, LLC | 0.02% | Reduce -47.6% | 1,971 | $209K |
| Auour Investments LLC | 0.07% | Reduce -38.1% | 1,983 | $209K |
| FSA Advisors, Inc. | 0.21% | New | 1,967 | $209K |
| Keel Point, LLC | 0.02% | Reduce -1.1% | 1,946 | $207K |
| Aspire Private Capital, LLC | 0.05% | No change | 1,941 | $206K |
| High Probability Advisors, LLC | 0.04% | Add +0.5% | 1,940 | $206K |
| Fca Corp. | 0.06% | Reduce -47.4% | 1,940 | $206K |
| First Hawaiian Bank | 0.01% | Reduce -45.0% | 1,935 | $205K |
| Pure Portfolios Holdings LLC | 0.08% | — | 1,929 | $205K |
| Sterling Investment Counsel, LLC | 0.07% | Reduce -0.5% | 1,922 | $204K |
| Northwest Wealth Management, LLC | 0.05% | Reduce -71.3% | 1,917 | $204K |
| Arkadios Wealth Advisors | 0.01% | Reduce -35.6% | 1,909 | $203K |
| Clearstead Trust, LLC | 0.04% | No change | 1,628 | $173K |
| LGT Financial Advisors LLC | 0.39% | Add +0.1% | 1,494 | $159K |
| Private Trust Co. NA | 0.02% | Reduce -35.8% | 1,489 | $158K |
| Voisard Asset Management Group, Inc. | 0.07% | New | 1,485 | $158K |
| WR Wealth Planners, LLC | 0.04% | Add +2.2% | 1,452 | $154K |
| Parkside Financial Bank & Trust | 0.02% | No change | 1,437 | $153K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,427 | $152K |
| Rye Brook Capital LLC | 0.21% | No change | 1,400 | $149K |
| Private Capital Management LLC | 0.03% | Reduce -17.0% | 1,321 | $140K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,305 | $139K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,300 | $138K |
| International Assets Investment Management, LLC | 0.01% | New | 1,250 | $133K |
| Global Retirement Partners, LLC | 0.00% | Add +39.4% | 1,238 | $131K |
| Bfsg, LLC | 0.02% | New | 1,230 | $131K |
| Flaharty Asset Management, LLC | 0.02% | New | 1,178 | $125K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,160 | $123K |
| Jaffetilchin Investment Partners, LLC | 0.01% | New | 1,133 | $120K |
| Robinswood Financial LLC | 0.04% | No change | 1,088 | $116K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,087 | $115K |
| Legacy Investment Solutions, LLC | 0.07% | — | 1,058 | $112K |
| Legacy Wealth Managment, LLC | 0.07% | — | 1,058 | $112K |
| Capital Analysts, LLC | 0.00% | Reduce -23.0% | 1,031 | $110K |
| Dunhill Financial, LLC | 0.06% | New | 1,014 | $108K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 956 | $102K |
| Aviso Financial Inc. | 0.01% | No change | 955 | $101K |
| Independence Bank of Kentucky | 0.02% | No change | 925 | $98K |
| WFA of San Diego, LLC | 0.08% | Reduce -22.7% | 894 | $95K |
| FSC Wealth Advisors, LLC | 0.06% | Add +0.5% | 790 | $84K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 696 | $74K |
| Transcendent Capital Group LLC | 0.04% | Add +17.4% | 687 | $73K |
| Pacifica Partners Inc. | 0.03% | Reduce -3.6% | 675 | $72K |
| Motco | 0.01% | No change | 637 | $68K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -4.5% | 630 | $66K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -43.4% | 595 | $63K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 592 | $63K |
| Stone House Investment Management, LLC | 0.01% | No change | 513 | $54K |
| SouthState Bank Corp | 0.00% | Reduce -0.8% | 477 | $51K |
| Mascoma Wealth Management LLC | 0.01% | No change | 450 | $48K |
| Avior Wealth Management, LLC | 0.00% | Add +1955.0% | 411 | $44K |
| Signaturefd, LLC | 0.00% | No change | 409 | $43K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | New | 375 | $40K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 347 | $37K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $35K |
| Oarsman Capital, Inc. | 0.01% | New | 300 | $32K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 289 | $31K |
| DT Investment Partners, LLC | 0.00% | Reduce -71.2% | 268 | $28K |
| CNB Bank | 0.01% | No change | 260 | $28K |
| Family Asset Management, LLC | 0.02% | Reduce -26.0% | 259 | $28K |
| GeoWealth Management, LLC | 0.00% | Reduce -51.1% | 237 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | Add +6.9% | 232 | $25K |
| First Community Trust NA | 0.02% | Reduce -94.5% | 210 | $22K |
| Nvwm, LLC | 0.01% | No change | 200 | $21K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 197 | $21K |
| Rise Advisors, LLC | 0.01% | New | 184 | $20K |
| Elequin Capital, LP | 0.04% | Reduce -98.9% | 166 | $18K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -4.4% | 129 | $14K |
| McIlrath & Eck, LLC | 0.00% | No change | 129 | $14K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | Reduce -81.0% | 118 | $13K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Kathleen S. Wright Associates Inc. | 0.00% | Reduce -1.0% | 98 | $10K |
| Clarity Asset Management, Inc. | 0.01% | Reduce -99.8% | 91 | $10K |
| New Republic Capital, LLC | 0.01% | Add +12.8% | 88 | $9K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 88 | $9K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 65 | $7K |
| EPG Wealth Management LLC | 0.00% | Add +0.0% | 61 | $6K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -86.8% | 56 | $6K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 53 | $6K |
| Viewpoint Capital Management LLC | 0.00% | No change | 50 | $5K |
| Indiana Trust & Investment Management Co | 0.00% | New | 28 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -100.0% | 28 | $3K |
| Blue Trust, Inc. | 0.00% | Add +86.7% | 28 | $3K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 23 | $2K |
| Fourpath Capital Management, LLC | 0.00% | New | 19 | $2K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 20 | $2K |
| Activest Wealth Management | 0.00% | No change | 4 | $438 |
| Country Trust Bank | 0.00% | No change | 4 | $425 |
| FAS Wealth Partners, Inc. | 0.00% | New | 1 | $107 |
| First Command Advisory Services, Inc. | 0.00% | New | 1 | $106 |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.