iShares Short-Term NationalSUBETF
13F holders, Q4 2024 (December 31)834holders +69
55new positions
43sold out
2famous investors
$105.48avg. 13F price*
At the end of Q4 2024, 834 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 69 from Q3 2024. 55 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($821.4M), Mercer Global Advisors Inc. ($659.4M) and Envestnet Asset Management Inc. ($659.0M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $50.1M |
| Exits | 43 | $78.3M |
All 13F filers, Q3 2024 → Q4 2024: 4,884,932 shares bought and 3,563,381 shares sold, net +1,321,551 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 834 holders
| Bank of America Corp. | 0.08% | Add +9.7% | 7,787,711 | $821.4M |
| Mercer Global Advisors Inc. | 1.61% | Reduce -1.0% | 6,251,064 | $659.4M |
| Envestnet Asset Management Inc. | 0.21% | Add +4.5% | 6,247,449 | $659.0M |
| Bank of New York Mellon Corp | 0.09% | Reduce -10.1% | 4,637,117 | $489.1M |
| Morgan Stanley | 0.03% | Reduce -3.6% | 3,504,091 | $369.6M |
| Sei Investments Co. | 0.36% | Add +1.3% | 2,676,907 | $282.4M |
| Creative Planning | 0.26% | Add +2.8% | 2,555,209 | $269.5M |
| Tiaa Trust, National Association | 0.56% | Reduce -20.7% | 1,738,567 | $183.4M |
| UBS Group AG | 0.03% | Reduce -0.3% | 1,405,040 | $148.2M |
| Captrust Financial Advisors | 0.39% | Add +6.0% | 1,285,605 | $135.6M |
| Franklin Resources Inc. | 0.04% | Add +5.3% | 1,271,907 | $134.2M |
| Citigroup Inc. | 0.11% | Add +21.4% | 1,095,300 | $115.5M |
| LPL Financial LLC | 0.04% | Add +23.9% | 921,682 | $97.2M |
| Ameriprise Financial Inc. | 0.02% | Add +3.9% | 913,774 | $96.4M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +11.6% | 810,123 | $85.5M |
| Mariner, LLC | 0.14% | Add +9.1% | 802,615 | $84.7M |
| Bank of Montreal | 0.04% | Add +9.6% | 709,238 | $74.8M |
| JPMorgan Chase & Co. | 0.01% | Add +10.4% | 670,547 | $70.7M |
| Allworth Financial LP | 0.34% | Add +20.7% | 592,438 | $62.6M |
| Ellevest, Inc. | 3.60% | Add +0.3% | 591,629 | $62.4M |
| Royal Bank of Canada | 0.01% | Reduce -10.1% | 583,447 | $61.5M |
| Salomon & Ludwin, LLC | 6.25% | Add +1.9% | 559,642 | $59.0M |
| US Bancorp \de | 0.08% | Reduce -7.3% | 551,568 | $58.2M |
| Composition Wealth, LLC | 1.17% | Add +3.0% | 545,737 | $57.6M |
| Wells Fargo & Company | 0.01% | Add +1.8% | 500,246 | $52.8M |
| Heritage Investment Group, Inc. | 9.19% | Add +1.0% | 466,753 | $49.2M |
| Raymond James Financial Inc. | 0.02% | — | 421,603 | $44.5M |
| Cerity Partners LLC | 0.09% | Add +19.7% | 401,151 | $42.3M |
| Truepoint, Inc. | 1.09% | Add +8.1% | 385,488 | $40.7M |
| HighTower Advisors, LLC | 0.05% | Add +6.7% | 366,922 | $38.7M |
| Willow Creek Wealth Management Inc. | 3.81% | Add +4.8% | 354,349 | $37.4M |
| Citizens Financial Group Inc. | 0.71% | Add +46.2% | 343,326 | $36.2M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +30.6% | 341,391 | $36.0M |
| Focus Partners Wealth | 0.09% | Add +46.5% | 338,190 | $35.7M |
| Renaissance Technologies | 0.05% | Reduce -34.0% | 328,300 | $34.6M |
| Stifel Financial Corp. | 0.03% | Reduce -5.6% | 304,083 | $32.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.4% | 301,914 | $31.8M |
| Old National Bancorp | 0.72% | Add +0.6% | 289,339 | $30.5M |
| DGS Capital Management, LLC | 7.55% | Reduce -2.2% | 286,031 | $30.2M |
| Cetera Investment Advisers | 0.06% | Add +6.6% | 282,085 | $29.8M |
| Apella Capital, LLC | 1.10% | Add +8.2% | 273,018 | $28.8M |
| Orion Porfolio Solutions, LLC | 0.29% | Add +10.1% | 272,004 | $28.7M |
| Orion Portfolio Solutions, LLC | 0.29% | Add +10.1% | 272,004 | $28.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +6.1% | 265,852 | $28.0M |
| Willis Johnson & Associates, Inc. | 2.07% | Add +0.9% | 255,047 | $26.9M |
| RMR Wealth Builders | 2.55% | Add +9.6% | 233,877 | $24.7M |
| Osaic Holdings, Inc. | 0.06% | Add +43.1% | 233,064 | $24.6M |
| Thrivent Financial for Lutherans | 0.05% | Add +0.7% | 231,777 | $24.4M |
| Ritholtz Wealth Management | 0.70% | Add +1.6% | 225,282 | $23.8M |
| Cahaba Wealth Management, Inc. | 1.85% | Add +1.2% | 212,280 | $22.4M |
| CIBC Private Wealth Group LLC | 0.04% | Add +92.1% | 208,751 | $22.0M |
| Modera Wealth Management, LLC | 0.26% | Add +1.1% | 201,820 | $21.3M |
| Members Trust Co | 0.70% | Reduce -7.6% | 192,618 | $20.3M |
| Merriman Wealth Management, LLC | 0.82% | Reduce -1.0% | 187,215 | $19.7M |
| MML Investors Services, LLC | 0.07% | Add +8.9% | 185,811 | $19.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.0% | 180,585 | $19.0M |
| Slow Capital, Inc. | 2.64% | Add +0.9% | 176,496 | $18.6M |
| Legacy Edge Advisors, LLC | 2.92% | Add +33.8% | 174,386 | $18.4M |
| Eagle Ridge Investment Management | 1.57% | Reduce -1.5% | 170,895 | $18.0M |
| Beacon Pointe Advisors, LLC | 0.20% | Reduce -2.9% | 170,385 | $18.0M |
| Essential Planning, LLC. | 0.12% | Add +6400.0% | 169,650 | $17.9M |
| Arkansas Financial Group, Inc. | 2.84% | Add +3.3% | 166,816 | $17.6M |
| Comerica Bank | 0.07% | Reduce -8.0% | 160,911 | $17.0M |
| Alesco Advisors, LLC, An ESL Co | 0.52% | Add +4.0% | 157,326 | $16.6M |
| Nisa Investment Advisors, LLC | 0.06% | Add +10.8% | 154,625 | $16.3M |
| Larson Financial Group LLC | 0.82% | Add +40.3% | 150,931 | $15.9M |
| Freestone Capital Holdings, LLC | 0.55% | Add +9.1% | 149,866 | $15.8M |
| Brandywine Oak Private Wealth LLC | 1.48% | Add +3.0% | 143,932 | $15.2M |
| One Capital Management, LLC | 0.46% | Reduce -2.6% | 132,529 | $14.0M |
| Sheets Smith Wealth Management | 1.61% | Reduce -2.2% | 125,087 | $13.2M |
| Townsquare Capital LLC | 0.15% | Add +3.1% | 123,768 | $13.1M |
| Flputnam Investment Management Co. | 0.24% | Add +0.3% | 122,584 | $12.9M |
| Abundance Wealth Counselors | 2.79% | Add +18.2% | 121,501 | $12.8M |
| Kestra Private Wealth Services, LLC | 0.22% | Add +0.2% | 119,954 | $12.7M |
| Park Avenue Securities LLC | 0.13% | Add +8.6% | 117,284 | $12.4M |
| Greenleaf Trust | 0.11% | New | 115,944 | $12.2M |
| Brown Wealth Management, LLC | 4.33% | Add +1.9% | 115,881 | $12.2M |
| Aaron Wealth Advisors LLC | 1.37% | Add +966.3% | 112,174 | $11.8M |
| Ackerman Capital Advisors, LLC | 2.98% | Reduce -3.7% | 107,805 | $11.4M |
| Grove Bank & Trust | 1.57% | Add +1.3% | 106,953 | $11.3M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +9.5% | 106,248 | $11.2M |
| Dakota Wealth Management | 0.26% | Add +9.8% | 105,366 | $11.1M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +1.1% | 102,264 | $10.8M |
| Prime Capital Investment Advisors, LLC | 0.15% | Add +1.0% | 96,462 | $10.2M |
| Alaethes Wealth, LLC | 3.58% | No change | 94,983 | $10.0M |
| Heartwood Wealth Advisors LLC | 1.13% | Add +0.6% | 94,802 | $10.0M |
| Corient Private Wealth LP | 0.02% | Reduce -51.2% | 97,514 | $9.9M |
| Oak Harvest Investment Services | 1.35% | Add +7.7% | 91,828 | $9.7M |
| Private Advisor Group, LLC | 0.05% | Add +26.2% | 91,148 | $9.6M |
| Quent Capital, LLC | 0.98% | Add +6.5% | 89,680 | $9.5M |
| TD Capital Management LLC | 0.95% | Reduce -20.2% | 88,827 | $9.4M |
| MBL Wealth, LLC | 0.93% | Reduce -0.7% | 87,930 | $9.3M |
| Integrated Wealth Concepts LLC | 0.11% | Add +4.6% | 87,529 | $9.2M |
| Partners in Financial Planning | 1.83% | Reduce -1.7% | 84,962 | $9.0M |
| BIP Alliance, LLC | 3.72% | — | 83,294 | $8.8M |
| Integrated Advisors Network LLC | 0.42% | Reduce -5.5% | 83,000 | $8.8M |
| GAMMA Investing LLC | 0.73% | Add +17.0% | 81,492 | $8.6M |
| Meridian Wealth Partners, LLC | 1.30% | Reduce -1.5% | 81,190 | $8.6M |
| SageView Advisory Group, LLC | 0.37% | Add +96.4% | 81,176 | $8.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.5% | 74,254 | $7.8M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Add +1.5% | 73,610 | $7.8M |
| Northeast Financial Group, Inc. | 2.95% | Add +7.0% | 73,334 | $7.7M |
| Country Club Bank | 0.52% | Add +7.8% | 73,199 | $7.7M |
| Wealthcare Advisory Partners LLC | 0.21% | Add +2.5% | 73,104 | $7.7M |
| Opus Capital Group, LLC | 0.97% | Reduce -0.1% | 72,149 | $7.6M |
| World Investment Advisors | 0.20% | Add +65.1% | 70,417 | $7.4M |
| Truist Financial Corp. | 0.01% | Add +107.8% | 69,944 | $7.4M |
| Condor Capital Management | 0.65% | Add +3.6% | 69,558 | $7.3M |
| LVW Advisors, LLC | 0.88% | Add +5.5% | 67,939 | $7.2M |
| Clearwater Capital Advisors, LLC | 0.70% | Add +1.8% | 67,809 | $7.2M |
| Aua Capital Management, LLC | 4.57% | No change | 67,550 | $7.1M |
| PDS Planning, Inc | 0.63% | Add +17.4% | 67,307 | $7.1M |
| First Community Trust NA | 5.01% | Add +31536.2% | 66,436 | $7.0M |
| Zhang Financial LLC | 0.40% | Add +18.8% | 65,918 | $7.0M |
| M&T Bank Corp | 0.02% | Reduce -63.9% | 65,898 | $7.0M |
| Nicolet Advisory Services, LLC | 0.63% | Add +0.0% | 65,243 | $6.9M |
| Single Point Partners, LLC | 1.55% | New | 63,787 | $6.7M |
| Smithfield Trust Co | 0.33% | Reduce -0.8% | 63,717 | $6.7M |
| EP Wealth Advisors, LLC | 0.05% | Add +6.2% | 63,603 | $6.7M |
| Brookstone Capital Management | 0.10% | Reduce -0.6% | 62,272 | $6.6M |
| Avantax Planning Partners, Inc. | 0.24% | Reduce -8.7% | 62,269 | $6.6M |
| PrairieView Partners, LLC | 0.67% | Add +40.3% | 60,845 | $6.4M |
| Bragg Financial Advisors, Inc | 0.26% | Add +8.2% | 60,238 | $6.4M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.4% | 59,538 | $6.3M |
| Morton Brown Family Wealth, LLC | 2.19% | Reduce -8.1% | 59,518 | $6.3M |
| Elmwood Wealth Management, Inc. | 2.53% | Add +6.5% | 59,429 | $6.3M |
| Brio Consultants, LLC | 0.98% | Add +5.3% | 59,370 | $6.3M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +81.3% | 59,341 | $6.3M |
| Advisory Services Network, LLC | 0.11% | Reduce -10.6% | 57,666 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Add +4.7% | 57,558 | $6.1M |
| Anderson Hoagland & Co. | 0.62% | Add +248.8% | 56,831 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -9.6% | 56,806 | $6.0M |
| Life Planning Partners, Inc | 5.53% | Add +5.6% | 56,644 | $6.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.16% | Add +8.4% | 55,395 | $5.8M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +16.0% | 55,007 | $5.8M |
| Peapack Gladstone Financial Corp. | 0.08% | Add +30.7% | 54,279 | $5.7M |
| Waverly Advisors, LLC | 0.09% | Add +3.1% | 53,509 | $5.6M |
| Founders Grove Wealth Partners, LLC | 1.61% | — | 52,601 | $5.5M |
| Signet Financial Management, LLC | 0.70% | Reduce -3.0% | 51,687 | $5.5M |
| Coldstream Capital Management Inc. | 0.12% | Add +0.1% | 51,428 | $5.4M |
| Lutz Financial Services LLC | 0.43% | Reduce -5.1% | 50,997 | $5.4M |
| Private Wealth Management Group, LLC | 2.04% | Add +1.4% | 50,624 | $5.3M |
| Austin Private Wealth, LLC | 0.50% | Reduce -0.0% | 50,589 | $5.3M |
| JFS Wealth Advisors, LLC | 0.36% | Reduce -14.9% | 50,356 | $5.3M |
| Chesley Taft & Associates LLC | 0.25% | Add +17.5% | 50,203 | $5.3M |
| TD Private Client Wealth LLC | 0.15% | Add +56.8% | 50,171 | $5.3M |
| Lindenwold Advisors, INC | 2.73% | Reduce -18.3% | 48,514 | $5.1M |
| Diversified Portfolios, Inc. | 0.56% | Add +5.8% | 48,387 | $5.1M |
| Eagle Rock Investment Company, LLC | 0.84% | Reduce -6.1% | 48,109 | $5.1M |
| NewEdge Advisors, LLC | 0.03% | Add +14.3% | 47,968 | $5.1M |
| Phillips Financial Management, LLC | 0.39% | Add +4.1% | 47,249 | $5.0M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +17.6% | 46,107 | $4.9M |
| McNamara Financial Services, Inc. | 1.14% | Reduce -2.0% | 46,059 | $4.9M |
| Mayflower Financial Advisors, LLC | 0.72% | Reduce -0.1% | 45,924 | $4.8M |
| Rockwood Wealth Management, LLC | 0.52% | Reduce -72.5% | 45,505 | $4.8M |
| First American Trust, FSB | 0.48% | Add +10.8% | 45,323 | $4.8M |
| Patten Group, Inc. | 1.02% | Add +10.7% | 43,790 | $4.6M |
| Dynasty Wealth Management, LLC | 0.08% | New | 43,693 | $4.6M |
| Legacy Financial Group, Inc. | 1.48% | Reduce -2.2% | 43,595 | $4.6M |
| Durante & Waters, LLC | 3.78% | Add +1.8% | 43,409 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +60.8% | 43,121 | $4.5M |
| Horiko Capital Management LLC | 1.31% | Reduce -33.6% | 43,078 | $4.5M |
| Sagespring Wealth Partners, LLC | 0.12% | — | 42,762 | $4.5M |
| Prospera Financial Services Inc | 0.10% | Add +624.8% | 42,719 | $4.5M |
| Aspen Wealth Management LLC | 1.32% | Reduce -18.2% | 42,264 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.23% | No change | 41,875 | $4.4M |
| Alhambra Investment Management LLC | 2.23% | Reduce -3.5% | 41,206 | $4.3M |
| Avidian Wealth Enterprises, LLC | 0.19% | Reduce -1.7% | 40,414 | $4.3M |
| Baron Financial Group, LLC | 2.61% | Add +1.1% | 39,890 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | Add +7.9% | 39,479 | $4.2M |
| K2 Financial Inc. | 4.05% | — | 38,699 | $4.1M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -40.9% | 38,427 | $4.1M |
| United Capital Financial Advisors, LLC | 0.03% | Add +14.0% | 38,176 | $4.0M |
| Manhattan West Asset Management, LLC | 1.08% | Reduce -0.0% | 37,900 | $4.0M |
| Valmark Advisers, Inc. | 0.06% | Reduce -9.4% | 37,540 | $4.0M |
| MBM Wealth Consultants, LLC | 1.18% | Add +50.3% | 37,433 | $4.0M |
| Meritage Portfolio Management | 0.24% | Reduce -3.4% | 37,383 | $3.9M |
| Brown, Lisle/Cummings, Inc. | 1.17% | No change | 37,237 | $3.9M |
| Blair William & Co. | 0.01% | Reduce -15.6% | 36,954 | $3.9M |
| NewEdge Wealth, LLC | 0.07% | Reduce -18.5% | 36,894 | $3.9M |
| Curbstone Financial Management Corp | 0.81% | No change | 36,250 | $3.8M |
| Regions Financial Corp. | 0.03% | Add +517.6% | 36,208 | $3.8M |
| Spire Wealth Management | 0.12% | Add +1.9% | 35,975 | $3.8M |
| Presilium Private Wealth, LLC | 0.87% | Reduce -1.2% | 35,830 | $3.8M |
| Chesapeake Capital Corp. | 3.78% | Reduce -0.5% | 35,323 | $3.7M |
| Tidal Investments LLC | 0.03% | Reduce -0.5% | 35,323 | $3.7M |
| Tobias Financial Advisors, Inc. | 0.75% | Add +593.5% | 35,189 | $3.7M |
| Kades & Cheifetz LLC | 1.89% | Add +277.1% | 35,024 | $3.7M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -16.1% | 34,849 | $3.7M |
| Ironwood Wealth Management, LLC. | 1.12% | Reduce -2.4% | 34,267 | $3.6M |
| AMG National Trust Bank | 0.10% | Add +1.0% | 34,024 | $3.6M |
| BlackRock, Inc. | 0.00% | Reduce -19.0% | 34,025 | $3.6M |
| Pine Harbor Wealth Management, LLC | 1.42% | Add +57.7% | 33,553 | $3.5M |
| Equita Financial Network, Inc. | 1.27% | Add +6.9% | 33,307 | $3.5M |
| Charles Schwab Trust Co | 0.30% | Add +7.9% | 32,947 | $3.5M |
| Jordan Park Group LLC | 0.26% | Reduce -5.9% | 32,824 | $3.5M |
| Johnson Bixby & Associates, LLC | 0.52% | Reduce -0.9% | 32,509 | $3.4M |
| James Investment Research, Inc. | 0.40% | Reduce -6.5% | 32,136 | $3.4M |
| Crestwood Advisors Group, LLC | 0.06% | Add +8.3% | 32,031 | $3.4M |
| BNP Paribas Financial Markets | 0.00% | Add +410.0% | 31,852 | $3.4M |
| Fonville Wealth Management LLC | 1.11% | No change | 31,781 | $3.4M |
| Symmetry Partners, LLC | 0.47% | Add +46.8% | 31,627 | $3.3M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -5.9% | 31,491 | $3.3M |
| Integris Wealth Management, LLC | 0.93% | Reduce -13.8% | 31,168 | $3.3M |
| Sigma Planning Corp | 0.10% | Add +31.0% | 31,010 | $3.3M |
| Glenview Trust Co | 0.06% | Add +16.4% | 30,998 | $3.3M |
| GenTrust, LLC | 0.14% | Reduce -36.9% | 30,827 | $3.3M |
| Cwm, LLC | 0.01% | Add +23.1% | 30,196 | $3.2M |
| Smith & Howard Wealth Management, LLC | 0.90% | Reduce -4.9% | 30,026 | $3.2M |
| Betterment LLC | 0.01% | Add +5.2% | 29,893 | $3.2M |
| German American Bancorp, Inc. | 0.33% | Add +6.9% | 29,603 | $3.1M |
| May Hill Capital, LLC | 1.20% | — | 29,447 | $3.1M |
| MAI Capital Management | 0.02% | New | 29,402 | $3.1M |
| Becker Capital Management Inc. | 0.10% | Add +19.3% | 29,214 | $3.1M |
| Cardiff Park Advisors, LLC | 0.29% | Reduce -5.0% | 29,186 | $3.1M |
| BTC Capital Management, Inc. | 0.28% | New | 28,529 | $3.0M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -8.7% | 28,673 | $3.0M |
| UMB Bank, n.a. | 0.05% | Add +818.7% | 28,269 | $3.0M |
| Omega Financial Group, LLC | 1.11% | Reduce -0.3% | 27,803 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -14.2% | 27,762 | $2.9M |
| Factor Wealth Management LTD | 0.97% | — | 27,661 | $2.9M |
| Highview Capital Management LLC | 1.12% | Add +3.6% | 27,614 | $2.9M |
| Kwmg, LLC | 0.30% | Reduce -5.3% | 27,496 | $2.9M |
| Wealth Architects, LLC | 0.33% | Add +1.8% | 27,470 | $2.9M |
| Evensky & Katz LLC | 0.19% | Reduce -36.7% | 27,428 | $2.9M |
| Signal Tree Financial Partners LLC | 3.37% | — | 27,223 | $2.9M |
| Bailard, Inc. | 0.07% | Reduce -72.7% | 27,091 | $2.9M |
| Tompkins Financial Corp. | 0.26% | Add +26.4% | 26,952 | $2.8M |
| SteelPeak Wealth, LLC | 0.12% | Reduce -0.4% | 26,946 | $2.8M |
| LJI Wealth Management, LLC | 0.55% | Add +4.9% | 26,709 | $2.8M |
| WNY Asset Management, LLC | 0.35% | Add +20.7% | 26,525 | $2.8M |
| Joel Isaacson & Co., LLC | 0.13% | Add +20.0% | 26,404 | $2.8M |
| Perigon Wealth Management, LLC | 0.07% | Add +39.9% | 25,689 | $2.7M |
| Sigma Investment Counselors Inc. | 0.16% | Add +163.7% | 25,616 | $2.7M |
| Greenup Street Wealth Management LLC | 0.53% | Reduce -3.3% | 25,473 | $2.7M |
| &partners | 0.03% | Add +73.0% | 25,453 | $2.7M |
| Angeles Wealth Management, LLC | 0.22% | Add +2.7% | 25,051 | $2.6M |
| Clearstead Advisors, LLC | 0.04% | Add +423.7% | 24,969 | $2.6M |
| Aptus Capital Advisors, LLC | 0.03% | Add +150.4% | 24,862 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.53% | Reduce -0.1% | 24,762 | $2.6M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -45.4% | 24,656 | $2.6M |
| Ade, LLC | 1.59% | Reduce -4.6% | 24,612 | $2.6M |
| Voisard Asset Management Group, Inc. | 0.87% | Add +1556.4% | 24,598 | $2.6M |
| KM Capital Management Ltd. | 1.34% | Add +11.0% | 24,555 | $2.6M |
| Partners Capital Investment Group, LLP | 0.07% | Reduce -86.8% | 24,372 | $2.6M |
| RFG Advisory, LLC | 0.07% | Add +0.6% | 24,255 | $2.6M |
| Jones Financial Companies LLLP | 0.00% | Add +239.3% | 23,899 | $2.5M |
| Naples Global Advisors, LLC | 0.23% | Add +8.4% | 23,520 | $2.5M |
| Narus Financial Partners, LLC | 0.84% | Add +18.0% | 23,513 | $2.5M |
| Stone Summit Wealth LLC | 0.83% | Add +8.7% | 23,337 | $2.5M |
| Unison Advisors LLC | 0.29% | Add +0.0% | 23,254 | $2.5M |
| Studio Investment Management LLC | 0.51% | Reduce -43.8% | 22,908 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -7.9% | 22,633 | $2.4M |
| Fifth Third Securities, Inc. | 0.20% | Add +6.0% | 22,543 | $2.4M |
| McAdam, LLC | 0.13% | Reduce -8.1% | 22,433 | $2.4M |
| Penney Financial, LLC | 1.57% | Add +3.4% | 22,228 | $2.3M |
| Apex Wealth Management, LLC | 2.01% | — | 22,077 | $2.3M |
| Safir Wealth Advisors, LLC | 1.76% | Add +4.6% | 21,614 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.74% | Add +0.7% | 21,481 | $2.3M |
| Yeomans Consulting Group, Inc. | 0.85% | Add +0.1% | 21,403 | $2.3M |
| Mayport, LLC | 0.66% | No change | 21,201 | $2.2M |
| Efficient Advisors, LLC | 0.14% | Reduce -8.2% | 21,184 | $2.2M |
| HTLF Bank | 0.25% | Reduce -20.5% | 21,120 | $2.2M |
| Greenwood Gearhart LLC | 0.15% | New | 21,067 | $2.2M |
| Beaird Harris Wealth Management, LLC | 0.19% | Reduce -0.4% | 20,798 | $2.2M |
| BIP Wealth, LLC | 0.15% | Add +3.1% | 20,651 | $2.2M |
| Rogco, LP | 0.88% | Reduce 0.0% | 20,464 | $2.2M |
| EverSource Wealth Advisors, LLC | 0.12% | Add +48.0% | 20,376 | $2.1M |
| Premier Path Wealth Partners, LLC | 0.32% | Reduce -0.9% | 20,114 | $2.1M |
| Clarius Group, LLC | 0.14% | Reduce -35.1% | 20,017 | $2.1M |
| Fiduciary Trust Co | 0.03% | Reduce -16.6% | 19,841 | $2.1M |
| Apexium Financial, LP | 0.13% | Add +2.6% | 19,741 | $2.1M |
| Atria Investments, Inc | 0.03% | Add +4.0% | 19,523 | $2.1M |
| Principal Securities, Inc. | 0.05% | Add +5.3% | 19,501 | $2.1M |
| Main Line Retirement Advisors, LLC | 1.34% | Add +28.5% | 19,260 | $2.0M |
| 1620 Investment Advisors, Inc. | 1.58% | Reduce -4.1% | 19,260 | $2.0M |
| Confluence Wealth Services, Inc. | 0.13% | Add +4.2% | 18,784 | $2.0M |
| Allegheny Financial Group | 0.50% | Reduce -0.6% | 18,471 | $1.9M |
| Avantax Advisory Services, Inc. | 0.01% | Add +31.6% | 18,258 | $1.9M |
| Chicago Partners Investment Group LLC | 0.06% | Add +13.9% | 18,238 | $1.9M |
| ARK & TLK Investments, LLC | 0.67% | Add +1.8% | 18,226 | $1.9M |
| BCO Wealth Management LLC | 1.60% | — | 18,188 | $1.9M |
| Bridge Generations Wealth Management LLC | 1.26% | — | 18,025 | $1.9M |
| Forum Financial Management, LP | 0.03% | No change | 18,025 | $1.9M |
| Advus Financial Partners, LLC | 0.53% | Add +4.0% | 17,856 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.17% | Reduce -0.7% | 17,822 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.27% | Add +18.8% | 17,752 | $1.9M |
| Rehmann Capital Advisory Group | 0.12% | Reduce -8.8% | 17,673 | $1.9M |
| Soltis Investment Advisors LLC | 0.17% | Reduce -2.9% | 17,533 | $1.8M |
| Cascade Financial Partners, LLC | 0.24% | Add +176.7% | 17,512 | $1.8M |
| Apeiron RIA LLC | 0.51% | Add +2.4% | 17,423 | $1.8M |
| Wescott Financial Advisory Group, LLC | 0.19% | Reduce -1.3% | 17,255 | $1.8M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | No change | 17,160 | $1.8M |
| Journey Strategic Wealth LLC | 0.07% | Add +11.6% | 17,058 | $1.8M |
| IAM Advisory, LLC | 0.46% | Add +0.9% | 17,041 | $1.8M |
| Ally Invest Advisors Inc. | 0.16% | Add +31.6% | 17,016 | $1.8M |
| Pines Wealth Management, LLC | 0.78% | — | 16,930 | $1.8M |
| Savvy Advisors, Inc. | 0.21% | Add +13.1% | 16,864 | $1.8M |
| Wiser Wealth Management, Inc | 0.49% | Reduce -2.9% | 16,490 | $1.7M |
| Bangor Savings Bank | 0.16% | Add +0.5% | 16,469 | $1.7M |
| Private Portfolio Partners LLC | 0.32% | Reduce -18.0% | 16,450 | $1.7M |
| FLC Capital Advisors | 0.39% | Add +3.4% | 16,074 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Add +10.2% | 16,052 | $1.7M |
| LongView Wealth Management | 0.50% | Add +0.7% | 15,548 | $1.6M |
| Independent Advisor Alliance | 0.02% | New | 15,500 | $1.6M |
| FC Advisory LLC | 0.55% | Add +1.1% | 15,436 | $1.6M |
| Olde Wealth Management, LLC | 0.58% | No change | 15,362 | $1.6M |
| McBroom & Associates, LLC | 0.90% | Add +130.3% | 15,023 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Reduce -17.9% | 14,890 | $1.6M |
| Arkfeld Wealth Strategies, L.L.C. | 0.72% | Reduce -7.1% | 14,893 | $1.6M |
| L.K. Benson & Company, P.C. | 1.10% | — | 14,834 | $1.6M |
| Summit Financial, LLC | 0.05% | Add +65.5% | 14,833 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Add +0.2% | 14,804 | $1.6M |
| Cypress Capital Group | 0.19% | Reduce -3.8% | 14,711 | $1.6M |
| Greenspring Advisors, LLC | 0.34% | Add +86.8% | 14,607 | $1.5M |
| Nwam LLC | 0.09% | Add +18.6% | 14,557 | $1.5M |
| New World Advisors LLC | 0.36% | Reduce -8.4% | 14,334 | $1.5M |
| Colton Groome Financial Advisors, LLC | 0.58% | Add +211.8% | 14,316 | $1.5M |
| Citadel Advisors | 0.00% | Add +4.3% | 14,155 | $1.5M |
| One Wealth Advisors, LLC | 0.22% | Add +7.3% | 14,095 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +30.3% | 14,090 | $1.5M |
| Boltwood Capital Management | 0.45% | Reduce -2.6% | 14,080 | $1.5M |
| Seaside Wealth Management, Inc. | 0.53% | Add +14.3% | 13,790 | $1.5M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.2% | 13,770 | $1.5M |
| Compound Planning, Inc. | 0.07% | Add +78.4% | 13,758 | $1.5M |
| Rosenberg Matthew Hamilton | 0.38% | Reduce -16.9% | 13,735 | $1.4M |
| Webster Bank, N. A. | 0.16% | No change | 13,731 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.93% | Add +11.4% | 13,700 | $1.4M |
| WJ Wealth Management, LLC | 0.50% | Reduce -14.4% | 13,686 | $1.4M |
| Deutsche Bank AG | 0.00% | Reduce -1.4% | 13,681 | $1.4M |
| Atlatl Advisers LLC | 0.84% | — | 13,568 | $1.4M |
| Advisory Alpha, LLC | 0.05% | Add +18.1% | 13,507 | $1.4M |
| Avant Financial Advisors LLC | 1.31% | — | 13,499 | $1.4M |
| McNaughton Wealth Management, LLC | 0.68% | Add +3.3% | 13,383 | $1.4M |
| Catalyst Financial Partners LLC | 0.26% | Add +15.5% | 13,322 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.9% | 13,254 | $1.4M |
| Plancorp, LLC | 0.06% | No change | 13,186 | $1.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.32% | No change | 13,161 | $1.4M |
| Trivium Point Advisory, LLC | 0.18% | New | 13,150 | $1.4M |
| Simon Quick Advisors, LLC | 0.08% | Add +6.9% | 13,102 | $1.4M |
| Rockbridge Investment Management, LCC | 0.18% | No change | 13,077 | $1.4M |
| Patten & Patten Inc. | 0.09% | Reduce -29.5% | 12,990 | $1.4M |
| Bull Street Advisors, LLC | 0.66% | No change | 12,910 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -28.3% | 12,806 | $1.4M |
| Human Investing LLC | 0.24% | Add +5.9% | 12,763 | $1.3M |
| ARS Wealth Advisors Group, LLC | 0.18% | Add +18.7% | 12,700 | $1.3M |
| Debussy Capital Management LP | 0.20% | Reduce -1.1% | 12,617 | $1.3M |
| Sunbeam Capital Management, LLC | 1.23% | — | 12,570 | $1.3M |
| Maryland Capital Advisors Inc. | 0.61% | Reduce -2.2% | 12,539 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.23% | No change | 12,500 | $1.3M |
| True Link Financial Advisors, LLC | 0.11% | No change | 12,430 | $1.3M |
| Exchange Capital Management, Inc. | 0.21% | Reduce -29.8% | 12,300 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Add +0.2% | 12,199 | $1.3M |
| Running Point Capital Advisors, LLC | 0.44% | Add +10.6% | 12,047 | $1.3M |
| Kings Path Partners LLC | 0.53% | Add +3.8% | 11,849 | $1.2M |
| FMR LLC | 0.00% | Add +152.4% | 11,847 | $1.2M |
| IFG Advisors, LLC | 0.25% | New | 11,823 | $1.2M |
| Cornerstone Financial Group, LLC | 1.23% | — | 11,802 | $1.2M |
| KFA Private Wealth Group, LLC | 0.52% | Add +52.4% | 11,731 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -8.5% | 11,700 | $1.2M |
| 1900 Wealth Management LLC | 0.10% | Reduce -3.4% | 11,580 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +2.7% | 11,577 | $1.2M |
| Altiora Financial Group, LLC | 0.26% | Add +2.3% | 11,474 | $1.2M |
| Pinney & Scofield, Inc. | 0.91% | — | 11,450 | $1.2M |
| First National Trust Co | 0.05% | Reduce -14.4% | 11,418 | $1.2M |
| Orange Investment Advisors, Inc. | 0.13% | No change | 11,278 | $1.2M |
| Intergy Private Wealth, LLC | 0.44% | Reduce -0.0% | 11,184 | $1.2M |
| Financial Strategies Group, Inc. | 0.28% | Add +4.0% | 11,063 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -41.1% | 11,036 | $1.2M |
| Edgestream Partners, L.P. | 0.05% | Add +92.3% | 10,995 | $1.2M |
| Flagstar Securities, Inc. | 0.29% | Reduce -8.9% | 10,985 | $1.2M |
| Keybank National Association | 0.00% | Add +177.6% | 10,972 | $1.2M |
| WealthShield Partners, LLC | 0.16% | Add +1.2% | 10,796 | $1.1M |
| Certus Wealth Management, LLC | 0.76% | Reduce -10.7% | 10,723 | $1.1M |
| Bray Capital Advisors | 0.31% | No change | 10,725 | $1.1M |
| Juncture Wealth Strategies, LLC | 0.42% | Reduce -17.7% | 10,689 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.09% | Add +7.3% | 10,601 | $1.1M |
| Choreo, LLC | 0.02% | Reduce -78.2% | 10,541 | $1.1M |
| Creative Financial Designs Inc. | 0.09% | Add +60.6% | 10,437 | $1.1M |
| StoneX Group Inc. | 0.06% | Reduce -5.9% | 10,431 | $1.1M |
| Zacks Investment Management | 0.01% | Add +0.6% | 10,344 | $1.1M |
| Shade Tree Advisors LLC | 1.09% | — | 10,277 | $1.1M |
| Trustmark Bank Trust Department | 0.08% | Add +105.3% | 10,235 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +58.9% | 10,198 | $1.1M |
| Clarus Group, Inc. | 0.38% | Reduce -8.5% | 10,193 | $1.1M |
| Evernest Financial Advisors, LLC | 0.28% | Add +7.5% | 10,189 | $1.1M |
| Legacy Private Trust Co. | 0.07% | No change | 10,163 | $1.1M |
| Croban | 1.05% | — | 10,127 | $1.1M |
| Brewster Financial Planning LLC | 0.81% | Add +128.6% | 10,105 | $1.1M |
| TruNorth Capital Management, LLC | 0.29% | Add +0.3% | 10,065 | $1.1M |
| CGN Advisors LLC | 0.10% | Add +9.5% | 10,036 | $1.1M |
| U S Global Investors Inc. | 0.10% | New | 10,000 | $1.1M |
| Austin Asset Management Co Inc | 0.22% | Add +3.9% | 9,983 | $1.1M |
| Everhart Financial Group, Inc. | 0.22% | Reduce -0.5% | 9,978 | $1.1M |
| Hill Island Financial LLC | 0.31% | Reduce -0.9% | 9,932 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +5.2% | 9,800 | $1.0M |
| ORG Partners LLC | 0.14% | Reduce -1.4% | 9,798 | $1.0M |
| Ascent Group, LLC | 0.08% | Add +17.1% | 9,740 | $1.0M |
| Shore Point Advisors, LLC | 0.55% | Add +8.1% | 9,683 | $1.0M |
| WPG Advisers, LLC | 0.93% | — | 9,512 | $1.0M |
| Vertex Planning Partners, LLC | 0.21% | Add +16.8% | 9,109 | $961K |
| Cosner Financial Group, LLC | 0.60% | No change | 9,045 | $954K |
| Carlson Capital Management | 0.04% | Add +19.1% | 8,853 | $934K |
| Fragasso Financial Advisors Inc | 0.07% | No change | 8,817 | $930K |
| LifeGoal Investments, LLC | 1.01% | — | 8,795 | $928K |
| RHS Financial, LLC | 0.48% | Reduce -2.9% | 8,748 | $923K |
| Longview Financial Advisors LLC | 0.62% | — | 8,734 | $921K |
| Chatham Capital Group, Inc. | 0.15% | No change | 8,675 | $915K |
| Hilltop Partners LLC | 0.31% | Reduce -8.3% | 8,607 | $908K |
| Keebeck Wealth Management | 0.13% | Reduce -37.2% | 8,590 | $906K |
| TriaGen Wealth Management LLC | 0.30% | New | 8,541 | $901K |
| Brighton Jones LLC | 0.03% | Add +135.5% | 8,524 | $899K |
| Mather Group, Llc. | 0.01% | Add +0.1% | 8,491 | $896K |
| Physician Wealth Advisors, Inc. | 0.15% | Reduce -8.3% | 8,412 | $887K |
| Scott Capital Advisors, LLC | 0.25% | Reduce -17.0% | 8,419 | $887K |
| Postrock Partners LLC | 0.43% | — | 8,400 | $886K |
| Joel Adams & Associates, Inc. | 0.80% | — | 8,390 | $885K |
| Rede Wealth, LLC | 0.34% | Add +19.2% | 8,380 | $884K |
| Wedmont Private Capital | 0.05% | Add +7.8% | 8,345 | $879K |
| Total Wealth Planning, LLC | 0.14% | Reduce -24.1% | 8,311 | $877K |
| Certior Financial Group, LLC | 0.78% | — | 8,305 | $876K |
| Brady Martz Wealth Solutions, LLC | 0.21% | — | 8,295 | $873K |
| Exchange Bank | 0.70% | Add +179.1% | 8,276 | $873K |
| RCS Financial Planning, LLC | 0.46% | Add +21.1% | 8,214 | $866K |
| W.H. Cornerstone Investments Inc. | 0.58% | Add +5.0% | 8,206 | $866K |
| Prairiewood Capital, LLC | 0.37% | No change | 8,180 | $863K |
| IFP Advisors, Inc | 0.03% | Add +133.7% | 7,777 | $860K |
| Power Wealth Management LLC | 0.36% | Add +7.0% | 8,122 | $857K |
| Archford Capital Strategies, LLC | 0.13% | Add +12.1% | 8,067 | $851K |
| Linscomb Wealth, Inc. | 0.04% | Add +1.4% | 7,991 | $843K |
| NBT Bank, N.A. | 0.06% | Reduce -3.6% | 7,955 | $839K |
| Blue Oak Capital, LLC | 0.51% | — | 7,939 | $837K |
| Westover Capital Advisors, LLC | 0.18% | Reduce -1.0% | 7,927 | $836K |
| First Affirmative Financial Network | 0.48% | Reduce -3.8% | 7,924 | $836K |
| First Horizon Advisors, Inc. | 0.02% | Add +63.0% | 7,859 | $829K |
| Pure Financial Advisors, LLC | 0.02% | Reduce -24.7% | 7,857 | $829K |
| St Germain D J Co. Inc. | 0.04% | Add +41.9% | 7,672 | $809K |
| C M Bidwell & Associates Ltd. | 0.49% | No change | 7,632 | $805K |
| Lido Advisors, LLC | 0.01% | Reduce -16.5% | 7,629 | $805K |
| Parallel Advisors, LLC | 0.02% | Reduce -44.1% | 7,602 | $802K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.85% | No change | 7,593 | $801K |
| Vista Investment Management | 0.30% | No change | 7,588 | $800K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +71.2% | 7,508 | $792K |
| Dravo Bay LLC | 0.38% | Add +13.7% | 7,470 | $788K |
| Rock Point Advisors, LLC | 0.23% | Add +1.4% | 7,465 | $787K |
| Red Tortoise LLC | 0.41% | Add +29.0% | 7,421 | $783K |
| Heritage Wealth Partners, LLC | 0.98% | Reduce -2.0% | 7,407 | $781K |
| Morningstar Investment Services LLC | 0.07% | New | 7,373 | $778K |
| First Heartland Consultants, Inc. | 0.08% | Add +18.5% | 7,324 | $773K |
| Cary Street Partners Financial LLC | 0.03% | — | 7,322 | $772K |
| GWN Securities Inc. | 0.21% | — | 7,292 | $770K |
| Harbour Investments, Inc. | 0.02% | Add +31.5% | 7,246 | $764K |
| Crewe Advisors LLC | 0.11% | Add +149.7% | 7,240 | $764K |
| Ethos Financial Group, LLC | 0.10% | Add +154.2% | 7,153 | $754K |
| Trinity Wealth Management, LLC | 0.34% | Add +9.5% | 7,101 | $749K |
| Carr Financial Group Corp | 0.23% | Add +0.6% | 7,087 | $748K |
| Smith Thornton Advisors LLC | 0.47% | Add +1.3% | 7,030 | $742K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 7,008 | $739K |
| Plum Street Advisors, LLC | 0.36% | Add +20.1% | 6,991 | $737K |
| Aletheian Wealth Advisors LLC | 0.44% | Add +41.1% | 6,991 | $737K |
| FF Advisors,LLC | 0.51% | No change | 6,982 | $737K |
| Continuum Advisory, LLC | 0.09% | Add +0.3% | 6,983 | $737K |
| MainStreet Investment Advisors LLC | 0.10% | Add +26.4% | 6,934 | $731K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 6,766 | $714K |
| Tilson Financial Group, Inc. | 0.29% | Reduce -7.9% | 6,749 | $712K |
| Capital Investment Services of America, Inc. | 0.07% | Add +42.1% | 6,750 | $712K |
| Strategic Blueprint, LLC | 0.04% | Reduce -12.2% | 6,741 | $711K |
| Swmg, LLC | 0.28% | Reduce -1.2% | 6,731 | $711K |
| Dean Investment Associates, LLC | 0.10% | No change | 6,650 | $701K |
| Central Pacific Bank - Trust Division | 0.10% | Reduce -20.5% | 6,643 | $701K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -4.3% | 6,634 | $700K |
| Jacobson & Schmitt Advisors, LLC | 0.13% | New | 6,560 | $692K |
| BWM Planning, LLC | 0.30% | New | 6,542 | $690K |
| Strive Asset Management, LLC | 0.52% | — | 6,540 | $690K |
| Aviance Capital Partners, LLC | 0.10% | Reduce -4.5% | 6,535 | $689K |
| Fidelis Capital Partners, LLC | 0.07% | Add +65.9% | 6,486 | $686K |
| Dynamic Wealth Strategies, LLC | 0.61% | Reduce -6.6% | 6,504 | $686K |
| Probity Advisors, Inc. | 0.13% | Reduce -43.0% | 6,444 | $680K |
| Nations Financial Group Inc, /Ia/ | 0.05% | Reduce -0.6% | 6,426 | $678K |
| Whittier Trust Co. | 0.01% | No change | 6,393 | $674K |
| YHB Investment Advisors, Inc. | 0.06% | Add +8.0% | 6,392 | $674K |
| Compass Financial Group, Inc. | 0.32% | Reduce -1.1% | 6,379 | $673K |
| Destination Wealth Management | 0.02% | Add +0.8% | 6,361 | $671K |
| Stewardship Advisors, LLC | 0.19% | Add +16.3% | 6,336 | $668K |
| Sage Financial Management Group, Inc. | 0.24% | Reduce -23.3% | 6,260 | $660K |
| Synergy Investment Management, LLC | 0.28% | — | 6,248 | $659K |
| Wingate Wealth Advisors, Inc. | 0.65% | — | 6,238 | $658K |
| CVA Family Office, LLC | 0.10% | Add +132.8% | 6,159 | $650K |
| MidAtlantic Capital Management, Inc. | 0.47% | No change | 6,138 | $647K |
| Merit Financial Group, LLC | 0.01% | Add +73.3% | 6,058 | $639K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -19.1% | 6,027 | $636K |
| Cyr Financial Inc. | 0.57% | Reduce -5.2% | 5,970 | $630K |
| Graypoint LLC | 0.04% | Add +11.8% | 5,963 | $629K |
| Citizens & Northern Corp. | 0.17% | No change | 5,929 | $625K |
| Code Waechter LLC | 0.54% | No change | 5,893 | $622K |
| TAGStone Capital, Inc. | 0.31% | Add +0.4% | 5,887 | $621K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -55.8% | 5,862 | $618K |
| IFG Advisory, LLC | 0.04% | New | 5,858 | $618K |
| Thompson David Blair | 0.45% | — | 5,853 | $617K |
| Novem Group | 0.09% | — | 5,771 | $609K |
| Opal Wealth Advisors, LLC | 0.18% | Add +145.4% | 5,767 | $608K |
| Financial Life Advisors | 0.23% | Add +4.6% | 5,715 | $603K |
| Princeton Global Asset Management LLC | 0.11% | Add +9.2% | 5,710 | $602K |
| Libra Wealth LLC | 0.23% | No change | 5,699 | $601K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -24.9% | 5,692 | $600K |
| Capasso Planning Partners LLC | 0.24% | Reduce -78.4% | 5,683 | $599K |
| Petra Financial Advisors Inc. | 0.40% | Reduce -1.0% | 5,567 | $587K |
| Equitable Holdings, Inc. | 0.01% | Reduce -69.6% | 5,554 | $586K |
| High Falls Advisors, Inc | 0.14% | Reduce -0.2% | 5,554 | $586K |
| Revolve Wealth Partners, LLC | 0.09% | Reduce -29.1% | 5,551 | $586K |
| Smartleaf Asset Management LLC | 0.06% | Add +89.4% | 5,512 | $582K |
| SP Asset Management LLC | 0.05% | No change | 5,500 | $580K |
| GC Wealth Management RIA, LLC | 0.10% | Reduce -32.9% | 5,439 | $574K |
| Timonier Family Office, LTD. | 0.29% | — | 5,358 | $565K |
| Accurate Wealth Management, LLC | 0.11% | Add +5.5% | 5,351 | $564K |
| Modern Wealth Management, LLC | 0.02% | Add +60.2% | 5,331 | $562K |
| Invst, LLC | 0.07% | Add +0.9% | 5,325 | $562K |
| Avid Wealth Partners LLC | 0.40% | Reduce -41.4% | 5,320 | $561K |
| Peninsula Wealth, LLC | 0.10% | Reduce -1.1% | 5,293 | $558K |
| Colonial Trust Advisors | 0.05% | Add +0.0% | 5,239 | $553K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -7.3% | 5,203 | $549K |
| Keyvantage Wealth, LLC | 0.39% | — | 5,190 | $547K |
| Roth Financial Partners LLC | 0.22% | Add +139.3% | 5,163 | $545K |
| Sonata Capital Group Inc. | 0.22% | Add +2.0% | 5,136 | $542K |
| Baker Avenue Asset Management, LP | 0.02% | Add +12.0% | 5,134 | $542K |
| WBH Advisory Inc. | 0.05% | Reduce -9.1% | 5,113 | $539K |
| CoreCap Advisors, LLC | 0.02% | Add +0.7% | 5,101 | $538K |
| Objective Capital Management, LLC | 0.36% | Add +4.6% | 5,095 | $537K |
| Bessemer Group Inc. | 0.00% | No change | 5,084 | $537K |
| Icon Wealth Advisors, LLC | 0.04% | Reduce -0.3% | 5,078 | $536K |
| Rialto Wealth Management, LLC | 0.18% | — | 5,068 | $535K |
| Michael A. Dubis Financial Planning, LLC | 0.52% | — | 5,060 | $534K |
| Orgel Wealth Management, LLC | 0.01% | Reduce -58.9% | 5,005 | $528K |
| Hunter Associates Investment Management LLC | 0.08% | No change | 5,000 | $527K |
| Onyx Bridge Wealth Group LLC | 0.08% | New | 4,977 | $525K |
| My Legacy Advisors, LLC | 0.20% | Add +14.1% | 4,975 | $524K |
| PFG Advisors | 0.03% | Reduce -2.5% | 4,966 | $524K |
| Berger Financial Group, Inc | 0.04% | Reduce -4.0% | 4,954 | $523K |
| Meridian Wealth Management, LLC | 0.02% | Add +7.3% | 4,952 | $522K |
| Chesapeake Wealth Management | 0.18% | Add +10.0% | 4,950 | $522K |
| One Wealth Capital Management, LLC | 0.26% | — | 4,892 | $516K |
| Essex Financial Services, Inc. | 0.04% | No change | 4,879 | $515K |
| Aspen Wealth Strategies, LLC | 0.33% | Add +0.0% | 4,878 | $514K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -3.4% | 4,864 | $513K |
| Riversedge Advisors, LLC | 0.12% | Add +21.3% | 4,837 | $510K |
| Tanager Wealth Management LLP | 0.07% | No change | 4,816 | $508K |
| Ashton Thomas Private Wealth, LLC | 0.02% | New | 4,812 | $508K |
| Madison Wealth Partners, Inc | 0.14% | Reduce -9.7% | 4,789 | $505K |
| Edgemoor Investment Advisors, Inc. | 0.04% | Add +85.1% | 4,785 | $505K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.5% | 4,781 | $504K |
| Colonial Trust Co / SC | 0.07% | Add +18.7% | 4,777 | $504K |
| Jacobi Capital Management LLC | 0.04% | Add +0.6% | 4,767 | $503K |
| Bernard Wealth Management Corp. | 0.24% | — | 4,737 | $500K |
| Helium Advisors LLC | 0.39% | — | 4,687 | $494K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +67.1% | 4,675 | $493K |
| BCGM Wealth Management, LLC | 0.15% | Add +5.5% | 4,598 | $485K |
| Foundations Investment Advisors, LLC | 0.01% | Add +100.6% | 4,589 | $484K |
| Haverford Trust Co | 0.00% | No change | 4,573 | $482K |
| Foster & Motley Inc. | 0.03% | Reduce -2.6% | 4,572 | $482K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +3.0% | 4,564 | $481K |
| Prosperity Consulting Group, LLC | 0.04% | Add +18.6% | 4,552 | $480K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,524 | $478K |
| Bernardo Wealth Planning LLC | 0.11% | Reduce -11.7% | 4,529 | $477K |
| Park Place Capital Corp | 0.13% | Reduce -23.1% | 4,440 | $468K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +7.9% | 4,429 | $467K |
| Steel Grove Capital Advisors, LLC | 0.07% | Reduce -42.1% | 4,420 | $466K |
| Tru Independence Asset Management 2, LLC | 0.39% | No change | 4,387 | $463K |
| Heritage Wealth Management, Inc. | 0.39% | Reduce -28.4% | 4,384 | $462K |
| Procyon Advisors, LLC | 0.03% | Reduce -18.4% | 4,379 | $462K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,350 | $459K |
| Balanced Rock Investment Advisors LLC | 0.36% | Reduce -1.1% | 4,310 | $455K |
| CWA Asset Management Group, LLC | 0.02% | Add +40.2% | 4,271 | $451K |
| Cherry Tree Wealth Management, LLC | 0.11% | Reduce -7.5% | 4,255 | $449K |
| LaFleur & Godfrey LLC | 0.06% | No change | 4,235 | $447K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +37.4% | 4,198 | $443K |
| Elevate Wealth Advisory, Inc. | 0.33% | Add +9.2% | 4,194 | $442K |
| Csenge Advisory Group | 0.02% | Add +37.9% | 4,176 | $440K |
| Mezzasalma Advisors, LLC | 0.14% | New | 4,172 | $440K |
| Traveka Wealth, LLC | 0.24% | Add +1.5% | 4,142 | $437K |
| Wesbanco Bank Inc. | 0.01% | New | 4,132 | $436K |
| Waller Financial Planning Group, Inc. | 0.11% | Add +0.7% | 4,110 | $434K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -2.0% | 4,079 | $430K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +0.9% | 4,049 | $427K |
| Capstone Capital LLC | 0.35% | Reduce -2.2% | 4,040 | $426K |
| Investment Planning Advisors, Inc. | 0.19% | Reduce -7.7% | 4,036 | $426K |
| Strategic Investment Solutions, Inc. | 0.14% | Add +16.7% | 4,032 | $425K |
| HCR Wealth Advisors | 0.05% | No change | 4,000 | $422K |
| Waldron Private Wealth LLC | 0.02% | Reduce -22.9% | 3,979 | $420K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +43.2% | 3,977 | $420K |
| Venturi Wealth Management, LLC | 0.02% | Add +3.7% | 3,934 | $415K |
| Centurion Wealth Management LLC | 0.13% | Add +0.6% | 3,899 | $411K |
| Rappaport Reiches Capital Management, LLC | 0.11% | No change | 3,884 | $410K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -4.4% | 3,885 | $409K |
| Savant Capital, LLC | 0.00% | Reduce -74.2% | 3,854 | $407K |
| Axxcess Wealth Management, LLC | 0.01% | Add +6.8% | 3,851 | $406K |
| Root Financial Partners, LLC | 0.05% | Reduce -3.1% | 3,829 | $404K |
| True North Advisors, LLC | 0.09% | New | 3,816 | $403K |
| Aerodigm Wealth, LLC | 0.24% | Add +1.9% | 3,808 | $402K |
| South Plains Financial, Inc. | 0.31% | — | 3,796 | $400K |
| Wealthcare Capital Partners, LLC | 0.21% | — | 3,795 | $400K |
| Warner Financial, Inc. | 0.17% | No change | 3,784 | $399K |
| Roberts Financial Services LLC | 0.08% | Reduce -3.2% | 3,772 | $398K |
| Astra Wealth Partners LLC | 0.37% | — | 3,757 | $396K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,735 | $394K |
| Lineweaver Wealth Advisors, LLC | 0.07% | New | 3,732 | $394K |
| White Pine Capital LLC | 0.13% | New | 3,730 | $393K |
| Tyche Wealth Partners LLC | 0.08% | No change | 3,730 | $393K |
| XY Planning Network, Inc. | 0.29% | — | 3,722 | $393K |
| Client 1ST Advisory Group, LLC | 0.15% | No change | 3,707 | $391K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -3.7% | 3,704 | $391K |
| Benjamin Edwards Inc. | 0.01% | Reduce -5.0% | 3,688 | $390K |
| Ballast Advisors LLC | 0.12% | Add +4.0% | 3,688 | $389K |
| Cannon Wealth Management Services, LLC | 0.33% | Add +4.4% | 3,663 | $387K |
| Guardian Asset Advisors, LLC | 0.25% | Reduce -2.8% | 3,670 | $387K |
| Sax Wealth Advisors, LLC | 0.03% | No change | 3,660 | $386K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.5% | 3,654 | $385K |
| Garden State Investment Advisory Services LLC | 0.12% | Add +2.3% | 3,637 | $384K |
| Flagship Private Wealth, LLC | 0.18% | Add +53.9% | 3,642 | $384K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +43.9% | 3,610 | $381K |
| Busey Bank | 0.01% | New | 3,597 | $379K |
| True Vision MN LLC | 0.22% | Reduce -1.2% | 3,582 | $378K |
| Liberty Square Wealth Partners LLC | 0.14% | — | 3,536 | $374K |
| West Wealth Group, LLC | 0.11% | Add +2.3% | 3,542 | $374K |
| ShoreHaven Wealth Partners, LLC | 0.18% | Reduce -7.2% | 3,541 | $374K |
| Avitas Wealth Management LLC | 0.05% | Add +25.1% | 3,528 | $372K |
| Stratos Investment Management, LLC | 0.02% | Reduce -8.4% | 3,521 | $371K |
| Hart & Patterson Financial Group LLC | 0.18% | Add +5.2% | 3,496 | $369K |
| Foster Group, Inc. | 0.01% | Add +2.5% | 3,458 | $365K |
| Armor Investment Advisors, LLC | 0.15% | Reduce -46.0% | 3,457 | $365K |
| Hobart Private Capital, LLC | 0.09% | New | 3,450 | $364K |
| Hayek Kallen Investment Management | 0.13% | No change | 3,425 | $361K |
| Summit Wealth Partners, LLC | 0.07% | Add +0.3% | 3,409 | $360K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 3,358 | $357K |
| Collaborative Wealth Managment Inc. | 0.16% | No change | 3,368 | $355K |
| Financial Counselors Inc. | 0.01% | Add +8.1% | 3,352 | $354K |
| Waterway Wealth Management, LLC | 0.15% | Reduce -15.6% | 3,330 | $351K |
| Tsfg, LLC | 0.07% | Add +0.0% | 3,325 | $351K |
| Wealthfront Advisers LLC | 0.00% | Reduce -64.0% | 3,319 | $350K |
| Sovran Advisors, LLC | 0.05% | — | 3,305 | $348K |
| Northern Trust Corp. | 0.00% | Reduce -74.1% | 3,295 | $348K |
| Maia Wealth LLC | 0.07% | Reduce -40.9% | 3,259 | $345K |
| Pathstone Holdings, LLC | 0.00% | Add +30.2% | 3,258 | $344K |
| AE Wealth Management LLC | 0.00% | Reduce -23.5% | 3,228 | $340K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +48.0% | 3,149 | $332K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +0.7% | 3,128 | $330K |
| Silver Oak Wealth Advisors Services, LLC | 0.28% | — | 3,082 | $325K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $317K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $316K |
| Stephen J. Garry & Associates, LLC | 0.29% | Reduce -75.8% | 2,990 | $315K |
| Winthrop Advisory Group LLC | 0.04% | Add +5.0% | 2,980 | $314K |
| Alta Wealth Advisors LLC | 0.14% | No change | 2,966 | $313K |
| Atlas Legacy Advisors, LLC | 0.08% | — | 2,950 | $311K |
| Agate Pass Investment Management, LLC | 0.14% | No change | 2,948 | $311K |
| Legacy Financial Strategies, LLC | 0.07% | Reduce -9.1% | 2,929 | $309K |
| Smith Anglin Financial, LLC | 0.03% | No change | 2,930 | $309K |
| Kovack Advisors, Inc. | 0.03% | No change | 2,916 | $308K |
| Wise Wealth Partners | 0.76% | — | 2,910 | $307K |
| Prairieview Wealth Partners, LLC | 0.33% | Reduce -19.4% | 2,904 | $306K |
| Morris Financial Concepts, Inc. | 0.13% | Reduce -2.0% | 2,896 | $305K |
| Wealthstream Advisors, Inc. | 0.06% | Add +8.8% | 2,887 | $305K |
| Harbor Group, Inc. | 0.07% | Add +5.7% | 2,885 | $304K |
| TruWealth Advisors, LLC | 0.02% | Reduce -6.6% | 2,869 | $303K |
| Brighton Securities Corp. | 0.15% | — | 2,867 | $302K |
| Renasant Bank | 0.19% | Reduce -17.6% | 2,805 | $296K |
| Axis Wealth Partners, LLC | 0.25% | — | 2,804 | $296K |
| Awm Capital, LLC | 0.04% | Reduce -18.7% | 2,796 | $295K |
| CAP Partners, LLC | 0.21% | Reduce -5.1% | 2,782 | $293K |
| Quadrant Private Wealth Management, LLC | 0.07% | Reduce -19.1% | 2,773 | $292K |
| McLean Asset Management Corp | 0.09% | No change | 2,766 | $292K |
| West Coast Financial LLC | 0.03% | No change | 2,760 | $291K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.12% | No change | 2,749 | $290K |
| Sutton Place Investors LLC | 0.17% | Reduce -5.1% | 2,725 | $287K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -7.7% | 2,710 | $287K |
| Bleakley Financial Group, LLC | 0.01% | Reduce -47.3% | 2,721 | $287K |
| Diversified Enterprises, LLC | 0.03% | Reduce -21.7% | 2,715 | $286K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -4.1% | 2,711 | $286K |
| Hills Bank & Trust Co | 0.02% | New | 2,702 | $285K |
| Blueprint Investment Partners LLC | 0.05% | Reduce -58.5% | 2,698 | $285K |
| Mattern Capital Management, LLC | 0.04% | Reduce -55.3% | 2,673 | $282K |
| Wealth Effects LLC | 0.10% | New | 2,662 | $281K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Reduce -11.1% | 2,657 | $280K |
| Theory Financial LLC | 0.12% | Add +0.9% | 2,653 | $280K |
| Coordinated Financial Services, Inc. | 0.22% | — | 2,634 | $278K |
| Intrust Bank NA | 0.03% | New | 2,570 | $271K |
| Investments & Financial Planning, LLC | 0.17% | Reduce -3.2% | 2,569 | $271K |
| VERITY Wealth Advisors | 0.20% | Reduce -75.1% | 2,568 | $271K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +1.0% | 2,564 | $270K |
| XTX Topco Ltd | 0.02% | New | 2,551 | $269K |
| Auour Investments LLC | 0.09% | Add +27.5% | 2,529 | $268K |
| Advyzon Investment Management, LLC | 0.10% | — | 2,540 | $268K |
| Stage Harbor Financial, LLC | 0.23% | New | 2,535 | $267K |
| Gibbs Wealth Management | 0.07% | New | 2,525 | $266K |
| Wealth Group, Ltd. | 0.17% | Add +9.6% | 2,519 | $266K |
| Summit X, LLC | 0.06% | Reduce -12.4% | 2,497 | $263K |
| Dopkins Wealth Management, LLC | 0.13% | No change | 2,484 | $262K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 2,452 | $259K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -87.9% | 2,454 | $259K |
| HSBC Holdings PLC | 0.00% | Reduce -31.4% | 2,452 | $259K |
| Veltria Advisors Corp. | 0.11% | Reduce -6.5% | 2,450 | $258K |
| Firestone Capital Management | 0.06% | Add +0.8% | 2,406 | $254K |
| TSA Wealth Managment LLC | 0.10% | Add +3.4% | 2,392 | $252K |
| West Michigan Advisors, LLC | 0.08% | New | 2,383 | $251K |
| LifePlan Investment Advisors, Inc. | 0.15% | New | 2,374 | $250K |
| Nautilus Advisors LLC | 0.20% | — | 2,370 | $250K |
| Foundation Wealth Management, LLC\PA | 0.12% | — | 2,367 | $250K |
| ArborFi Advisors, LLC | 0.25% | — | 2,331 | $246K |
| White & Co Financial Planning Inc | 0.21% | — | 2,311 | $244K |
| Trust Co | 0.03% | Reduce -1.2% | 2,300 | $243K |
| BCS Wealth Management | 0.06% | New | 2,292 | $242K |
| Gemmer Asset Management LLC | 0.02% | Add +0.7% | 2,291 | $242K |
| First Trust Advisors LP | 0.00% | New | 2,269 | $239K |
| Arete Wealth Advisors, LLC | 0.02% | Add +12.4% | 2,266 | $239K |
| XML Financial, LLC | 0.02% | Reduce -37.8% | 2,243 | $237K |
| Proffitt & Goodson Inc. | 0.04% | Add +2.1% | 2,215 | $234K |
| Creekmur Asset Management LLC | 0.05% | Add +2.5% | 2,215 | $234K |
| Eagle Strategies LLC | 0.04% | Add +2.8% | 2,208 | $233K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 2,170 | $229K |
| Stark Wealth Management LLC | 0.17% | — | 2,165 | $228K |
| WASHINGTON TRUST Co | 0.01% | Reduce -81.1% | 2,163 | $228K |
| Florida Financial Advisors, LLC | 0.10% | New | 2,154 | $227K |
| Fifth Third Bancorp | 0.00% | Reduce -58.5% | 2,150 | $227K |
| Aspiriant, LLC | 0.01% | New | 2,148 | $227K |
| Horan Securities, Inc. | 0.09% | Reduce -9.1% | 2,148 | $227K |
| Team Financial Group, LLC | 0.13% | Add +0.2% | 2,121 | $224K |
| First Manhattan Co. Llc. | 0.00% | Reduce -22.8% | 2,084 | $220K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | New | 2,067 | $218K |
| SevenBridge Financial Group, LLC | 0.04% | No change | 2,045 | $217K |
| Cyndeo Wealth Partners, LLC | 0.01% | New | 2,050 | $216K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 2,035 | $215K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 2,025 | $214K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,023 | $213K |
| Elyxium Wealth, LLC | 0.13% | Reduce -30.3% | 2,005 | $211K |
| Sachetta, LLC | 0.08% | No change | 2,000 | $211K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,000 | $211K |
| Sage Mountain Advisors LLC | 0.02% | No change | 2,000 | $211K |
| Goldstone Financial Group, LLC | 0.03% | No change | 1,998 | $211K |
| Arkadios Wealth Advisors | 0.01% | Add +4.3% | 1,992 | $210K |
| Napa Wealth Management | 0.09% | Reduce -20.2% | 1,974 | $208K |
| 1834 Investment Advisors Co. | 0.03% | New | 1,971 | $208K |
| FSA Advisors, Inc. | 0.25% | No change | 1,967 | $207K |
| Kintra Wealth, LLC | 0.14% | New | 1,951 | $206K |
| High Probability Advisors, LLC | 0.04% | Add +0.5% | 1,950 | $206K |
| Keel Point, LLC | 0.02% | Add +0.1% | 1,947 | $205K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -1.9% | 1,941 | $205K |
| Magnus Financial Group LLC | 0.02% | New | 1,941 | $205K |
| Fca Corp. | 0.06% | No change | 1,940 | $205K |
| Uptown Financial Advisors LLC | 0.22% | — | 1,935 | $204K |
| First Hawaiian Bank | 0.01% | No change | 1,935 | $204K |
| Traction Financial Partners, LLC | 0.16% | New | 1,929 | $203K |
| United Advisor Group, LLC | 0.04% | New | 1,924 | $203K |
| Pure Portfolios Holdings LLC | 0.08% | Reduce -0.6% | 1,918 | $202K |
| Northwest Wealth Management, LLC | 0.04% | No change | 1,917 | $202K |
| Sterling Investment Counsel, LLC | 0.13% | Reduce -0.4% | 1,914 | $202K |
| Columbus Macro, LLC | 0.03% | Reduce -16.8% | 1,913 | $202K |
| Collier Financial | 0.18% | — | 1,888 | $199K |
| Accredited Wealth Management, LLC | 0.15% | — | 1,680 | $177K |
| Clearstead Trust, LLC | 0.04% | No change | 1,628 | $172K |
| Parkside Financial Bank & Trust | 0.02% | Add +12.8% | 1,621 | $171K |
| Private Trust Co. NA | 0.02% | Add +0.3% | 1,493 | $157K |
| LGT Financial Advisors LLC | 0.34% | Reduce -3.9% | 1,436 | $151K |
| Glen Eagle Advisors, LLC | 0.03% | No change | 1,427 | $151K |
| Rye Brook Capital LLC | 0.18% | No change | 1,400 | $148K |
| Balentine LLC | 0.01% | Reduce -98.4% | 1,340 | $141K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,305 | $138K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,300 | $137K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,160 | $122K |
| Capital Analysts, LLC | 0.00% | Add +7.4% | 1,107 | $117K |
| Robinswood Financial LLC | 0.04% | No change | 1,088 | $115K |
| Sofi Wealth, LLC | 0.01% | New | 1,051 | $111K |
| Dunhill Financial, LLC | 0.05% | No change | 1,014 | $107K |
| Global Retirement Partners, LLC | 0.00% | Reduce -19.6% | 996 | $105K |
| Independence Bank of Kentucky | 0.02% | Add +5.6% | 977 | $103K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 956 | $101K |
| Aviso Financial Inc. | 0.01% | No change | 955 | $101K |
| Integrity Financial Corp | 0.05% | New | 900 | $95K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -24.7% | 819 | $86K |
| TFC Financial Management, Inc. | 0.01% | New | 800 | $84K |
| FSC Wealth Advisors, LLC | 0.05% | Add +0.8% | 796 | $84K |
| Private Capital Management LLC | 0.02% | Reduce -42.5% | 760 | $80K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 696 | $73K |
| Koesten, Hirschmann & Crabtree, INC. | 0.04% | New | 695 | $73K |
| Pacifica Partners Inc. | 0.03% | No change | 675 | $71K |
| Capital Investment Counsel, Inc | 0.01% | New | 659 | $70K |
| Motco | 0.01% | No change | 637 | $67K |
| Transcendent Capital Group LLC | 0.03% | Reduce -9.6% | 621 | $65K |
| Avior Wealth Management, LLC | 0.00% | Add +48.2% | 609 | $64K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 592 | $62K |
| Gen-Wealth Partners Inc | 0.03% | Reduce -7.9% | 580 | $61K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -11.3% | 528 | $56K |
| Bfsg, LLC | 0.01% | Reduce -61.1% | 478 | $50K |
| WR Wealth Planners, LLC | 0.02% | Reduce -67.4% | 473 | $50K |
| Mascoma Wealth Management LLC | 0.01% | No change | 450 | $47K |
| SouthState Bank Corp | 0.00% | Reduce -10.9% | 425 | $45K |
| AdvisorNet Financial, Inc | 0.00% | New | 415 | $44K |
| Signaturefd, LLC | 0.00% | No change | 409 | $43K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 375 | $40K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $35K |
| Oarsman Capital, Inc. | 0.01% | No change | 300 | $32K |
| DT Investment Partners, LLC | 0.00% | Add +10.8% | 297 | $31K |
| 2UniFi Bank | 0.02% | — | 278 | $29K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 252 | $27K |
| GeoWealth Management, LLC | 0.00% | Add +5.5% | 250 | $26K |
| Rise Advisors, LLC | 0.01% | Add +30.4% | 240 | $25K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 232 | $24K |
| Retirement Wealth Solutions LLC | 0.02% | — | 229 | $24K |
| Nvwm, LLC | 0.01% | No change | 200 | $21K |
| Delta Asset Management LLC | 0.00% | New | 200 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | Add +273.6% | 198 | $21K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 197 | $21K |
| New Wave Wealth Advisors LLC | 0.01% | New | 144 | $15K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.8% | 124 | $14K |
| Sugarloaf Wealth Management, LLC | 0.00% | No change | 129 | $14K |
| Holos Integrated Wealth LLC | 0.01% | — | 118 | $12K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 118 | $12K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Kathleen S. Wright Associates Inc. | 0.00% | Reduce -6.1% | 92 | $10K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -4.5% | 84 | $9K |
| Midwest Capital Advisors, LLC | 0.00% | — | 63 | $7K |
| Transce3nd, LLC | 0.00% | — | 62 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 61 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | — | 56 | $6K |
| Viewpoint Capital Management LLC | 0.00% | No change | 50 | $5K |
| FLP Wealth Management, LLC | 0.01% | — | 47 | $5K |
| Clarity Asset Management, Inc. | 0.00% | Reduce -57.1% | 39 | $4K |
| Blue Trust, Inc. | 0.00% | Add +7.1% | 30 | $3K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 28 | $3K |
| Horizon Investments, LLC | 0.00% | No change | 28 | $3K |
| Ascentis Wealth Management, LLC | 0.00% | Reduce -99.1% | 23 | $2K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 23 | $2K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 13 | $1K |
| Country Trust Bank | 0.00% | No change | 4 | $422 |
| Lanark Financial, Inc. | 0.02% | — | 2 | $248 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $105 |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.