iShares Short-Term NationalSUBETF
13F holders, Q1 2025 (March 31)836holders +2
70new positions
53sold out
2famous investors
$105.59avg. 13F price*
At the end of Q1 2025, 836 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 2 from Q4 2024. 70 opened new positions and 53 sold out. The largest holders were Bank of America Corp. ($742.5M), Mercer Global Advisors Inc. ($693.9M) and Envestnet Asset Management Inc. ($556.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Short-Term National
- CUSIP
- 464288158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $90.6M |
| Exits | 53 | $22.8M |
All 13F filers, Q4 2024 → Q1 2025: 5,649,889 shares bought and 4,502,428 shares sold, net +1,147,461 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 836 holders
| Bank of America Corp. | 0.07% | Reduce -9.7% | 7,030,808 | $742.5M |
| Mercer Global Advisors Inc. | 1.59% | Add +5.1% | 6,571,424 | $693.9M |
| Envestnet Asset Management Inc. | 0.18% | Reduce -15.6% | 5,272,771 | $556.8M |
| Bank of New York Mellon Corp | 0.09% | Reduce -6.7% | 4,326,731 | $456.9M |
| Morgan Stanley | 0.03% | Reduce -5.7% | 3,304,443 | $348.9M |
| Tiaa Trust, National Association | 1.03% | Add +80.1% | 3,131,108 | $330.6M |
| Sei Investments Co. | 0.36% | Reduce -0.7% | 2,659,264 | $280.8M |
| Creative Planning | 0.25% | Add +0.4% | 2,565,673 | $270.9M |
| Captrust Financial Advisors | 0.35% | Add +2.6% | 1,319,670 | $139.4M |
| UBS Group AG | 0.03% | Reduce -9.7% | 1,269,183 | $134.0M |
| Franklin Resources Inc. | 0.04% | Reduce -1.3% | 1,255,762 | $132.6M |
| Citigroup Inc. | 0.08% | Reduce -4.0% | 1,051,792 | $111.1M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +23.8% | 1,003,247 | $105.9M |
| Ameriprise Financial Inc. | 0.03% | Add +6.7% | 974,822 | $102.9M |
| LPL Financial LLC | 0.03% | Reduce -7.8% | 849,763 | $89.7M |
| Mariner, LLC | 0.15% | Add +3.4% | 829,783 | $87.6M |
| JPMorgan Chase & Co. | 0.01% | Add +15.3% | 773,466 | $81.7M |
| Bank of Montreal | 0.04% | Reduce -6.3% | 664,683 | $70.2M |
| Commonwealth Equity Services, LLC | 0.10% | Add +146.5% | 655,325 | $69.2M |
| Salomon & Ludwin, LLC | 6.56% | Add +4.1% | 582,474 | $61.5M |
| Allworth Financial LP | 0.34% | Reduce -2.3% | 578,881 | $61.0M |
| Composition Wealth, LLC | 1.18% | Add +2.5% | 559,172 | $59.0M |
| US Bancorp \de | 0.08% | Reduce -1.5% | 543,047 | $57.3M |
| Ellevest, Inc. | 3.73% | Reduce -10.3% | 530,703 | $56.0M |
| Focus Partners Wealth | 0.14% | Add +51.5% | 512,287 | $54.1M |
| Royal Bank of Canada | 0.01% | Reduce -14.9% | 496,385 | $52.4M |
| Heritage Investment Group, Inc. | 9.25% | Reduce -0.2% | 466,027 | $49.2M |
| Raymond James Financial Inc. | 0.02% | Add +10.1% | 464,178 | $49.0M |
| Cerity Partners LLC | 0.09% | Add +3.7% | 415,891 | $43.9M |
| Wells Fargo & Company | 0.01% | Reduce -19.4% | 403,015 | $42.6M |
| Truepoint, Inc. | 1.13% | Add +2.1% | 393,515 | $41.6M |
| HighTower Advisors, LLC | 0.05% | Add +3.4% | 379,538 | $40.1M |
| Willow Creek Wealth Management Inc. | 3.73% | Add +2.4% | 362,727 | $38.3M |
| Renaissance Technologies | 0.05% | Add +0.5% | 330,000 | $34.8M |
| Stifel Financial Corp. | 0.04% | Add +4.2% | 316,730 | $33.4M |
| Apella Capital, LLC | 1.13% | Add +15.1% | 314,352 | $33.0M |
| DGS Capital Management, LLC | 8.33% | Add +4.8% | 299,640 | $31.6M |
| Old National Bancorp | 0.83% | Add +3.4% | 299,246 | $31.6M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -14.8% | 290,761 | $30.7M |
| Orion Porfolio Solutions, LLC | 0.30% | Add +6.8% | 290,483 | $30.7M |
| Orion Portfolio Solutions, LLC | 0.30% | Add +6.8% | 290,483 | $30.7M |
| Beacon Pointe Advisors, LLC | 0.33% | Add +61.7% | 275,495 | $29.1M |
| Willis Johnson & Associates, Inc. | 2.18% | Add +6.7% | 272,187 | $28.7M |
| Citizens Financial Group Inc. | 0.55% | Reduce -22.9% | 264,766 | $28.0M |
| Cetera Investment Advisers | 0.05% | Reduce -11.4% | 249,883 | $26.4M |
| Ritholtz Wealth Management | 0.79% | Add +10.6% | 249,072 | $26.3M |
| Osaic Holdings, Inc. | 0.06% | Add +6.4% | 248,019 | $26.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -19.7% | 242,451 | $25.6M |
| Rockefeller Capital Management L.P. | 0.06% | Add +34.2% | 242,423 | $25.6M |
| RMR Wealth Builders | 2.66% | Add +2.3% | 239,359 | $25.3M |
| Thrivent Financial for Lutherans | 0.06% | Add +1.8% | 235,869 | $24.9M |
| Cahaba Wealth Management, Inc. | 1.90% | Add +2.5% | 217,655 | $23.0M |
| CIBC Private Wealth Group LLC | 0.05% | Add +1.3% | 211,503 | $22.2M |
| Modera Wealth Management, LLC | 0.29% | Add +1.6% | 204,951 | $21.6M |
| Ascent Group, LLC | 0.89% | Add +1914.5% | 196,209 | $20.7M |
| Partners Capital Investment Group, LLP | 0.35% | Add +695.5% | 193,892 | $20.5M |
| Members Trust Co | 0.69% | Reduce -2.9% | 186,962 | $19.7M |
| LVW Advisors, LLC | 2.36% | Add +172.9% | 185,386 | $19.6M |
| Carnegie Investment Counsel | 0.45% | New | 180,391 | $19.0M |
| Nisa Investment Advisors, LLC | 0.09% | Add +14.7% | 177,350 | $18.7M |
| Legacy Edge Advisors, LLC | 2.92% | Add +1.6% | 177,234 | $18.7M |
| Larson Financial Group LLC | 0.87% | Add +14.4% | 172,650 | $18.2M |
| Arkansas Financial Group, Inc. | 3.13% | Add +3.3% | 172,244 | $18.1M |
| Slow Capital, Inc. | 2.42% | Reduce -3.0% | 171,133 | $18.1M |
| Townsquare Capital LLC | 0.19% | Add +33.1% | 164,800 | $17.4M |
| Alesco Advisors, LLC, An ESL Co | 0.53% | Add +1.9% | 160,391 | $16.9M |
| Comerica Bank | 0.07% | Reduce -1.2% | 158,994 | $16.8M |
| Brown Wealth Management, LLC | 5.77% | Add +37.1% | 158,916 | $16.8M |
| Freestone Capital Holdings, LLC | 0.62% | Add +4.2% | 156,122 | $16.5M |
| Brandywine Oak Private Wealth LLC | 1.52% | Add +1.7% | 146,425 | $15.5M |
| Sequoia Financial Advisors, LLC | 0.11% | Add +32.5% | 140,816 | $14.9M |
| One Capital Management, LLC | 0.50% | Add +4.7% | 138,811 | $14.7M |
| Abundance Wealth Counselors | 2.74% | Add +2.0% | 123,921 | $13.1M |
| MML Investors Services, LLC | 0.04% | Reduce -33.6% | 123,429 | $13.0M |
| Sheets Smith Wealth Management | 1.58% | Reduce -3.8% | 120,320 | $12.7M |
| Kestra Private Wealth Services, LLC | 0.21% | Reduce -0.3% | 119,533 | $12.6M |
| Dakota Wealth Management | 0.30% | Add +13.4% | 119,462 | $12.6M |
| Flputnam Investment Management Co. | 0.23% | Reduce -4.8% | 116,645 | $12.3M |
| Park Avenue Securities LLC | 0.15% | Reduce -1.2% | 115,909 | $12.2M |
| Grove Bank & Trust | 1.55% | Add +2.4% | 109,518 | $11.6M |
| Ackerman Capital Advisors, LLC | 2.99% | Reduce -0.6% | 107,116 | $11.3M |
| TD Capital Management LLC | 1.14% | Add +20.2% | 106,736 | $11.3M |
| Mesirow Financial Investment Management, Inc. | 0.22% | Add +3.5% | 105,808 | $11.2M |
| Prime Capital Investment Advisors, LLC | 0.13% | Add +9.6% | 105,725 | $11.2M |
| Greenleaf Trust | 0.10% | Reduce -9.4% | 105,019 | $11.1M |
| GAMMA Investing LLC | 0.82% | Add +27.5% | 103,880 | $11.0M |
| Oak Harvest Investment Services | 1.49% | Add +10.1% | 101,092 | $10.7M |
| Heartwood Wealth Advisors LLC | 1.19% | Add +4.3% | 98,877 | $10.4M |
| Aaron Wealth Advisors LLC | 1.19% | Reduce -12.1% | 98,631 | $10.4M |
| Alaethes Wealth, LLC | 3.74% | Add +1.7% | 96,628 | $10.2M |
| Corient Private Wealth LP | 0.02% | Reduce -2.2% | 95,357 | $10.1M |
| Quent Capital, LLC | 1.04% | Add +4.3% | 93,573 | $9.9M |
| Country Club Bank | 0.67% | Add +27.9% | 93,621 | $9.9M |
| Jane Street Group, LLC | 0.02% | New | 88,643 | $9.4M |
| MBL Wealth, LLC | 0.93% | Reduce -1.6% | 86,484 | $9.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -5.6% | 86,005 | $9.1M |
| BIP Alliance, LLC | 3.79% | Add +1.8% | 84,806 | $9.0M |
| Partners in Financial Planning | 1.79% | Reduce -0.8% | 84,273 | $8.9M |
| Old Mission Capital LLC | 0.17% | New | 84,045 | $8.9M |
| M&T Bank Corp | 0.03% | Add +20.9% | 79,700 | $8.4M |
| SageView Advisory Group, LLC | 0.35% | Reduce -3.4% | 78,429 | $8.3M |
| Meridian Wealth Partners, LLC | 1.28% | Reduce -6.3% | 76,082 | $8.0M |
| Merit Financial Group, LLC | 0.12% | Add +1125.6% | 74,245 | $7.8M |
| Blueprint Investment Partners LLC | 1.42% | Add +2623.1% | 73,469 | $7.8M |
| Brookstone Capital Management | 0.11% | Add +17.4% | 73,111 | $7.7M |
| Condor Capital Management | 0.72% | Add +4.8% | 72,933 | $7.7M |
| EP Wealth Advisors, LLC | 0.06% | Add +14.3% | 72,679 | $7.7M |
| Zhang Financial LLC | 0.40% | Add +8.0% | 71,219 | $7.5M |
| Clearwater Capital Advisors, LLC | 0.73% | Add +5.0% | 71,176 | $7.5M |
| Smithfield Trust Co | 0.37% | Add +9.4% | 69,698 | $7.4M |
| Voisard Asset Management Group, Inc. | 2.15% | Add +183.2% | 69,649 | $7.4M |
| Opus Capital Group, LLC | 0.94% | Reduce -3.9% | 69,309 | $7.3M |
| World Investment Advisors | 0.19% | Reduce -2.7% | 68,486 | $7.2M |
| Nicolet Advisory Services, LLC | 0.71% | Add +4.5% | 68,201 | $7.2M |
| TD Private Client Wealth LLC | 0.20% | Add +35.1% | 67,807 | $7.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | New | 67,632 | $7.1M |
| Aua Capital Management, LLC | 4.64% | No change | 67,550 | $7.1M |
| Vestmark Advisory Solutions, Inc. | 0.18% | New | 66,642 | $7.0M |
| PDS Planning, Inc | 0.59% | Reduce -1.3% | 66,453 | $7.0M |
| Integrated Advisors Network LLC | 0.35% | Reduce -22.1% | 64,674 | $6.8M |
| Wealthspire Advisors, LLC | 0.04% | Add +85.5% | 64,640 | $6.8M |
| Wealthcare Advisory Partners LLC | 0.18% | Reduce -12.1% | 64,261 | $6.8M |
| Morton Brown Family Wealth, LLC | 2.30% | Add +7.8% | 64,178 | $6.8M |
| Northeast Financial Group, Inc. | 2.50% | Reduce -13.5% | 63,423 | $6.7M |
| Brio Consultants, LLC | 1.04% | Add +5.8% | 62,842 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Add +7.3% | 61,769 | $6.5M |
| Avantax Planning Partners, Inc. | 0.23% | Reduce -0.9% | 61,693 | $6.5M |
| Peapack Gladstone Financial Corp. | 0.10% | Add +13.0% | 61,335 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -18.2% | 60,723 | $6.4M |
| Elmwood Wealth Management, Inc. | 2.63% | Add +2.0% | 60,641 | $6.4M |
| Coldstream Capital Management Inc. | 0.13% | Add +16.3% | 59,798 | $6.3M |
| Founders Grove Wealth Partners, LLC | 1.65% | Add +6.9% | 56,211 | $5.9M |
| NewEdge Advisors, LLC | 0.04% | Add +17.1% | 56,161 | $5.9M |
| Life Planning Partners, Inc | 5.34% | Reduce -1.4% | 55,833 | $5.9M |
| Chesley Taft & Associates LLC | 0.28% | Add +11.2% | 55,828 | $5.9M |
| Elequin Capital, LP | 1.56% | New | 55,810 | $5.9M |
| Single Point Partners, LLC | 1.37% | Reduce -13.6% | 55,116 | $5.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.4% | 54,527 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -4.5% | 54,219 | $5.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Reduce -2.5% | 53,980 | $5.7M |
| PrairieView Partners, LLC | 0.59% | Reduce -11.7% | 53,705 | $5.7M |
| Glenview Trust Co | 0.11% | Add +72.2% | 53,367 | $5.6M |
| JFS Wealth Advisors, LLC | 0.38% | Add +5.2% | 52,980 | $5.6M |
| Waverly Advisors, LLC | 0.07% | Reduce -3.5% | 51,651 | $5.5M |
| Patten Group, Inc. | 1.23% | Add +16.2% | 50,873 | $5.4M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Reduce -8.3% | 50,415 | $5.3M |
| Anderson Hoagland & Co. | 0.62% | Reduce -11.6% | 50,246 | $5.3M |
| Bragg Financial Advisors, Inc | 0.22% | Reduce -17.4% | 49,771 | $5.3M |
| Signet Financial Management, LLC | 0.70% | Reduce -4.8% | 49,226 | $5.2M |
| Eagle Rock Investment Company, LLC | 0.88% | Add +0.8% | 48,515 | $5.1M |
| First American Trust, FSB | 0.47% | Add +5.9% | 47,984 | $5.1M |
| Lutz Financial Services LLC | 0.41% | Reduce -6.1% | 47,909 | $5.1M |
| Crestwood Advisors Group, LLC | 0.10% | Add +49.5% | 47,887 | $5.1M |
| Diversified Portfolios, Inc. | 0.53% | Reduce -1.5% | 47,676 | $5.0M |
| Private Wealth Management Group, LLC | 1.85% | Reduce -6.2% | 47,472 | $5.0M |
| McNamara Financial Services, Inc. | 1.06% | Add +1.6% | 46,820 | $4.9M |
| Phillips Financial Management, LLC | 0.38% | Reduce -1.7% | 46,425 | $4.9M |
| Tobias Financial Advisors, Inc. | 0.94% | Add +30.6% | 45,946 | $4.9M |
| Prospera Financial Services Inc | 0.11% | Add +5.4% | 45,036 | $4.8M |
| Lindenwold Advisors, INC | 2.62% | Reduce -8.3% | 44,488 | $4.7M |
| Mayflower Financial Advisors, LLC | 0.71% | Reduce -3.6% | 44,282 | $4.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.3% | 44,092 | $4.7M |
| Bailard, Inc. | 0.12% | Add +62.4% | 43,991 | $4.6M |
| Charles Schwab Trust Co | 0.39% | Add +32.1% | 43,540 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -5.6% | 43,518 | $4.6M |
| Horiko Capital Management LLC | 1.34% | No change | 43,078 | $4.5M |
| Durante & Waters, LLC | 3.81% | Reduce -1.2% | 42,897 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | New | 42,846 | $4.5M |
| Legacy Financial Group, Inc. | 1.44% | Reduce -2.6% | 42,465 | $4.5M |
| Fairview Capital Investment Management, LLC | 0.23% | No change | 41,875 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -42.0% | 40,568 | $4.3M |
| Presilium Private Wealth, LLC | 0.96% | Add +12.9% | 40,446 | $4.3M |
| Baron Financial Group, LLC | 2.65% | Reduce -0.0% | 39,875 | $4.2M |
| Cwm, LLC | 0.02% | Add +29.2% | 39,008 | $4.1M |
| Aspen Wealth Management LLC | 1.16% | Reduce -8.0% | 38,897 | $4.1M |
| Valmark Advisers, Inc. | 0.06% | Add +3.3% | 38,773 | $4.1M |
| Manhattan West Asset Management, LLC | 1.04% | Add +2.0% | 38,658 | $4.1M |
| K2 Financial Inc. | 3.99% | Reduce -0.1% | 38,672 | $4.1M |
| Rockwood Wealth Management, LLC | 0.41% | Reduce -17.0% | 37,777 | $4.0M |
| DT Investment Partners, LLC | 0.38% | Add +12521.9% | 37,487 | $4.0M |
| Mullooly Asset Management, Inc. | 1.80% | — | 37,482 | $4.0M |
| Integrated Wealth Concepts LLC | 0.05% | Reduce -57.3% | 37,339 | $3.9M |
| Brown, Lisle/Cummings, Inc. | 1.14% | No change | 37,237 | $3.9M |
| Regions Financial Corp. | 0.03% | Add +2.5% | 37,101 | $3.9M |
| Spire Wealth Management | 0.12% | Add +2.2% | 36,773 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +53.3% | 36,644 | $3.9M |
| MBM Wealth Consultants, LLC | 1.14% | Reduce -2.8% | 36,385 | $3.8M |
| Curbstone Financial Management Corp | 0.81% | No change | 36,250 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.13% | Reduce -5.8% | 36,217 | $3.8M |
| Joel Isaacson & Co., LLC | 0.17% | Add +36.4% | 36,002 | $3.8M |
| Apex Wealth Management, LLC | 3.36% | Add +60.5% | 35,423 | $3.7M |
| NewEdge Wealth, LLC | 0.07% | Reduce -4.4% | 35,280 | $3.7M |
| AMG National Trust Bank | 0.10% | Add +2.8% | 34,974 | $3.7M |
| Betterment LLC | 0.01% | Add +15.7% | 34,571 | $3.7M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -13.1% | 34,290 | $3.6M |
| Meritage Portfolio Management | 0.24% | Reduce -8.4% | 34,255 | $3.6M |
| Pine Harbor Wealth Management, LLC | 1.43% | Add +0.5% | 33,723 | $3.6M |
| Symmetry Partners, LLC | 0.49% | Add +5.5% | 33,378 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.16% | Reduce -17.7% | 33,252 | $3.5M |
| Johnson Bixby & Associates, LLC | 0.52% | Add +1.2% | 32,903 | $3.5M |
| Blair William & Co. | 0.01% | Reduce -11.2% | 32,814 | $3.5M |
| Factor Wealth Management LTD | 1.06% | Add +18.0% | 32,631 | $3.4M |
| Equita Financial Network, Inc. | 1.18% | Reduce -3.7% | 32,086 | $3.4M |
| Tidal Investments LLC | 0.03% | Reduce -9.4% | 32,000 | $3.4M |
| James Investment Research, Inc. | 0.43% | Reduce -0.8% | 31,877 | $3.4M |
| Sigma Planning Corp | 0.11% | Add +2.1% | 31,655 | $3.3M |
| Austin Private Wealth, LLC | 0.30% | Reduce -37.6% | 31,557 | $3.3M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -18.3% | 31,184 | $3.3M |
| Deutsche Bank AG | 0.00% | Add +126.3% | 30,966 | $3.3M |
| WNY Asset Management, LLC | 0.39% | Add +16.7% | 30,948 | $3.3M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -2.3% | 30,772 | $3.2M |
| Becker Capital Management Inc. | 0.11% | Add +5.1% | 30,703 | $3.2M |
| German American Bancorp, Inc. | 0.35% | Add +3.4% | 30,613 | $3.2M |
| Ironwood Wealth Management, LLC. | 0.98% | Reduce -11.5% | 30,319 | $3.2M |
| Alhambra Investment Management LLC | 1.62% | Reduce -27.7% | 29,801 | $3.1M |
| LJI Wealth Management, LLC | 0.62% | Add +10.5% | 29,522 | $3.1M |
| Clearstead Advisors, LLC | 0.05% | Add +17.9% | 29,452 | $3.1M |
| May Hill Capital, LLC | 1.17% | Add +0.0% | 29,450 | $3.1M |
| Cardiff Park Advisors, LLC | 0.30% | Add +0.1% | 29,224 | $3.1M |
| Smith & Howard Wealth Management, LLC | 0.83% | Reduce -4.0% | 28,828 | $3.0M |
| Fonville Wealth Management LLC | 0.89% | Reduce -10.3% | 28,519 | $3.0M |
| Wealth Architects, LLC | 0.33% | Add +3.5% | 28,424 | $3.0M |
| Angeles Wealth Management, LLC | 0.25% | Add +12.9% | 28,274 | $3.0M |
| UMB Bank, n.a. | 0.05% | No change | 28,269 | $3.0M |
| GenTrust, LLC | 0.14% | Reduce -8.5% | 28,198 | $3.0M |
| SteelPeak Wealth, LLC | 0.13% | Add +3.4% | 27,850 | $2.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -62.2% | 27,795 | $2.9M |
| Highview Capital Management LLC | 1.22% | No change | 27,614 | $2.9M |
| Cascade Financial Partners, LLC | 0.37% | Add +57.0% | 27,498 | $2.9M |
| Greenup Street Wealth Management LLC | 0.57% | Add +7.6% | 27,413 | $2.9M |
| Omega Financial Group, LLC | 1.11% | Reduce -1.5% | 27,386 | $2.9M |
| Tompkins Financial Corp. | 0.27% | No change | 26,952 | $2.8M |
| BlackRock, Inc. | 0.00% | Reduce -21.0% | 26,891 | $2.8M |
| Safir Wealth Advisors, LLC | 2.25% | Add +24.1% | 26,824 | $2.8M |
| Signal Tree Financial Partners LLC | 2.84% | Reduce -1.6% | 26,784 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -4.8% | 26,416 | $2.8M |
| Kwmg, LLC | 0.28% | Reduce -4.6% | 26,227 | $2.8M |
| Naples Global Advisors, LLC | 0.26% | Add +10.9% | 26,095 | $2.8M |
| BIP Wealth, LLC | 0.18% | Add +26.2% | 26,054 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | Add +120.4% | 25,788 | $2.7M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -2.8% | 24,967 | $2.6M |
| Ade, LLC | 1.49% | Reduce -0.7% | 24,445 | $2.6M |
| MAI Capital Management | 0.02% | Reduce -17.0% | 24,414 | $2.6M |
| Walkner Condon Financial Advisors LLC | 0.52% | Reduce -1.5% | 24,382 | $2.6M |
| Flow Traders U.S. LLC | 0.11% | New | 24,321 | $2.6M |
| RFG Advisory, LLC | 0.07% | Reduce -1.7% | 23,852 | $2.5M |
| Stone Summit Wealth LLC | 0.84% | Add +1.0% | 23,573 | $2.5M |
| Unison Advisors LLC | 0.31% | Add +0.0% | 23,257 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +18.5% | 23,142 | $2.4M |
| Penney Financial, LLC | 1.60% | Add +3.8% | 23,073 | $2.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.3% | 22,919 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -61.7% | 22,740 | $2.4M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -21.0% | 22,639 | $2.4M |
| Yeomans Consulting Group, Inc. | 0.92% | Add +5.2% | 22,509 | $2.4M |
| Evensky & Katz LLC | 0.16% | Reduce -18.4% | 22,381 | $2.4M |
| Sigma Investment Counselors Inc. | 0.14% | Reduce -14.7% | 21,861 | $2.3M |
| Rogco, LP | 0.91% | Add +5.7% | 21,627 | $2.3M |
| Confluence Wealth Services, Inc. | 0.14% | Add +15.2% | 21,635 | $2.3M |
| Fifth Third Securities, Inc. | 0.19% | Reduce -4.6% | 21,505 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.73% | Reduce -0.8% | 21,304 | $2.2M |
| Mayport, LLC | 0.62% | No change | 21,201 | $2.2M |
| BCO Wealth Management LLC | 1.73% | Add +14.8% | 20,872 | $2.2M |
| Smith Thornton Advisors LLC | 1.37% | Add +195.8% | 20,793 | $2.2M |
| Premier Path Wealth Partners, LLC | 0.33% | Add +0.1% | 20,135 | $2.1M |
| Narus Financial Partners, LLC | 0.72% | Reduce -14.8% | 20,033 | $2.1M |
| Dynasty Wealth Management, LLC | 0.04% | Reduce -54.3% | 19,963 | $2.1M |
| Fiduciary Trust Co | 0.03% | Add +0.1% | 19,861 | $2.1M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -20.2% | 19,683 | $2.1M |
| Principal Securities, Inc. | 0.05% | No change | 19,501 | $2.1M |
| Apexium Financial, LP | 0.12% | Reduce -1.7% | 19,402 | $2.0M |
| Sagespring Wealth Partners, LLC | 0.05% | Reduce -54.6% | 19,393 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.17% | Reduce -7.5% | 19,248 | $2.0M |
| Savvy Advisors, Inc. | 0.20% | Add +13.7% | 19,170 | $2.0M |
| Carr Financial Group Corp | 0.66% | Add +169.8% | 19,120 | $2.0M |
| Jordan Park Group LLC | 0.15% | Reduce -42.1% | 18,997 | $2.0M |
| 1620 Investment Advisors, Inc. | 1.56% | Reduce -1.9% | 18,885 | $2.0M |
| McBroom & Associates, LLC | 1.14% | Add +25.4% | 18,843 | $2.0M |
| Efficient Advisors, LLC | 0.13% | Reduce -12.1% | 18,624 | $2.0M |
| &partners | 0.02% | Reduce -27.1% | 18,546 | $2.0M |
| EverSource Wealth Advisors, LLC | 0.11% | Reduce -9.2% | 18,511 | $2.0M |
| Orin Green Financial, LLC | 0.90% | New | 18,214 | $1.9M |
| Bridge Generations Wealth Management LLC | 1.20% | No change | 18,025 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.27% | Add +1.4% | 17,994 | $1.9M |
| Advus Financial Partners, LLC | 0.53% | Add +0.7% | 17,988 | $1.9M |
| ARK & TLK Investments, LLC | 0.67% | Reduce -1.6% | 17,939 | $1.9M |
| Ally Invest Advisors Inc. | 0.16% | Add +4.6% | 17,792 | $1.9M |
| Accredited Investor Services, LLC | 1.56% | New | 17,686 | $1.9M |
| FLC Capital Advisors | 0.42% | Add +9.2% | 17,545 | $1.9M |
| Allegheny Financial Group | 0.47% | Reduce -5.7% | 17,426 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Reduce -70.0% | 17,322 | $1.8M |
| Apeiron RIA LLC | 0.55% | Reduce -0.8% | 17,277 | $1.8M |
| FC Advisory LLC | 0.61% | Add +11.5% | 17,216 | $1.8M |
| Bessemer Group Inc. | 0.00% | Add +233.5% | 16,954 | $1.8M |
| Mutual Advisors, LLC | 0.05% | Add +14.0% | 16,872 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +19.4% | 16,828 | $1.8M |
| Soltis Investment Advisors LLC | 0.16% | Reduce -5.0% | 16,665 | $1.8M |
| Journey Strategic Wealth LLC | 0.06% | Reduce -2.7% | 16,600 | $1.8M |
| Rehmann Capital Advisory Group | 0.11% | Reduce -6.5% | 16,527 | $1.7M |
| Bangor Savings Bank | 0.16% | Add +0.3% | 16,512 | $1.7M |
| Stone House Investment Management, LLC | 0.35% | New | 16,425 | $1.7M |
| Wedmont Private Capital | 0.09% | Add +93.3% | 16,131 | $1.7M |
| IAM Advisory, LLC | 0.43% | Reduce -7.4% | 15,776 | $1.7M |
| Wiser Wealth Management, Inc | 0.46% | Reduce -5.3% | 15,618 | $1.6M |
| LongView Wealth Management | 0.49% | Add +0.4% | 15,608 | $1.6M |
| Pines Wealth Management, LLC | 0.76% | Reduce -7.8% | 15,614 | $1.6M |
| Olde Wealth Management, LLC | 0.57% | No change | 15,362 | $1.6M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Reduce -14.2% | 15,288 | $1.6M |
| Wescott Financial Advisory Group, LLC | 0.17% | Reduce -11.5% | 15,278 | $1.6M |
| Advisory Alpha, LLC | 0.05% | Add +12.8% | 15,237 | $1.6M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +14.8% | 15,221 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -17.1% | 15,143 | $1.6M |
| Compound Planning, Inc. | 0.07% | Add +9.7% | 15,098 | $1.6M |
| McAdam, LLC | 0.10% | Reduce -32.7% | 15,095 | $1.6M |
| Greenwood Gearhart LLC | 0.11% | Reduce -28.6% | 15,037 | $1.6M |
| GTS Securities LLC | 0.07% | New | 14,990 | $1.6M |
| Bonfire Financial | 1.46% | New | 14,984 | $1.6M |
| Geneos Wealth Management Inc. | 0.05% | Add +16.2% | 14,877 | $1.6M |
| Greenspring Advisors, LLC | 0.37% | No change | 14,607 | $1.5M |
| Cypress Capital Group | 0.20% | Reduce -1.0% | 14,566 | $1.5M |
| Seaside Wealth Management, Inc. | 0.55% | Add +5.4% | 14,536 | $1.5M |
| L.K. Benson & Company, P.C. | 1.05% | Reduce -3.0% | 14,385 | $1.5M |
| American National Bank & Trust | 0.17% | New | 14,350 | $1.5M |
| Trivium Point Advisory, LLC | 0.19% | Add +8.0% | 14,200 | $1.5M |
| Main Line Retirement Advisors, LLC | 0.97% | Reduce -26.3% | 14,186 | $1.5M |
| Chicago Partners Investment Group LLC | 0.05% | Reduce -22.5% | 14,138 | $1.5M |
| Brewster Financial Planning LLC | 1.10% | Add +39.5% | 14,096 | $1.5M |
| Avant Financial Advisors LLC | 1.34% | Add +3.7% | 14,004 | $1.5M |
| Godshalk Welsh Capital Management, Inc. | 0.96% | Add +1.6% | 13,925 | $1.5M |
| Rosenberg Matthew Hamilton | 0.36% | No change | 13,735 | $1.5M |
| Webster Bank, N. A. | 0.16% | No change | 13,731 | $1.4M |
| Nwam LLC | 0.12% | Reduce -6.9% | 13,555 | $1.4M |
| Natixis Advisors, LLC | 0.00% | New | 13,486 | $1.4M |
| McNaughton Wealth Management, LLC | 0.69% | Add +0.7% | 13,480 | $1.4M |
| Diversified Trust Co. | 0.04% | New | 13,476 | $1.4M |
| Human Investing LLC | 0.25% | Add +4.0% | 13,279 | $1.4M |
| Quantinno Capital Management LP | 0.01% | New | 13,268 | $1.4M |
| Rockbridge Investment Management, LCC | 0.17% | Add +1.3% | 13,249 | $1.4M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -46.8% | 13,234 | $1.4M |
| Plancorp, LLC | 0.06% | Add +0.3% | 13,221 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.08% | Reduce -23.2% | 13,185 | $1.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.32% | No change | 13,161 | $1.4M |
| True Link Financial Advisors, LLC | 0.10% | Add +5.6% | 13,130 | $1.4M |
| Simon Quick Advisors, LLC | 0.08% | Add +0.1% | 13,109 | $1.4M |
| Mather Group, Llc. | 0.02% | Add +52.2% | 12,920 | $1.4M |
| Edgestream Partners, L.P. | 0.05% | Add +15.5% | 12,700 | $1.3M |
| Summit Financial, LLC | 0.04% | Reduce -14.6% | 12,664 | $1.3M |
| BTC Capital Management, Inc. | 0.12% | Reduce -55.7% | 12,649 | $1.3M |
| Colton Groome Financial Advisors, LLC | 0.52% | Reduce -11.8% | 12,631 | $1.3M |
| Debussy Capital Management LP | 0.21% | No change | 12,617 | $1.3M |
| Montag A & Associates Inc. | 0.07% | Reduce -15.8% | 12,541 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.24% | No change | 12,500 | $1.3M |
| First National Trust Co | 0.05% | Add +9.3% | 12,478 | $1.3M |
| Legacy Private Trust Co. | 0.09% | Add +21.9% | 12,388 | $1.3M |
| Running Point Capital Advisors, LLC | 0.41% | Add +2.1% | 12,302 | $1.3M |
| Capital Investment Advisors, LLC | 0.03% | Add +0.1% | 12,211 | $1.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0.56% | Reduce -17.6% | 12,268 | $1.3M |
| Assetmark, Inc. | 0.00% | Add +19.0% | 12,140 | $1.3M |
| Certior Financial Group, LLC | 1.06% | Add +46.1% | 12,138 | $1.3M |
| Choreo, LLC | 0.02% | Add +14.2% | 12,041 | $1.3M |
| Financial Strategies Group, Inc. | 0.30% | Add +7.7% | 11,913 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +138.9% | 11,833 | $1.2M |
| KFA Private Wealth Group, LLC | 0.43% | Add +0.2% | 11,753 | $1.2M |
| Sofi Wealth, LLC | 0.09% | Add +995.0% | 11,509 | $1.2M |
| Altiora Financial Group, LLC | 0.26% | No change | 11,474 | $1.2M |
| Pinney & Scofield, Inc. | 0.88% | No change | 11,450 | $1.2M |
| Boltwood Capital Management | 0.37% | Reduce -19.0% | 11,400 | $1.2M |
| Exchange Capital Management, Inc. | 0.20% | Reduce -7.4% | 11,395 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.47% | Add +6.5% | 11,386 | $1.2M |
| Pure Financial Advisors, LLC | 0.03% | Add +44.5% | 11,355 | $1.2M |
| Orange Investment Advisors, Inc. | 0.14% | No change | 11,278 | $1.2M |
| Kings Path Partners LLC | 0.58% | Reduce -5.5% | 11,192 | $1.2M |
| Maryland Capital Advisors Inc. | 0.52% | Reduce -10.8% | 11,180 | $1.2M |
| Intergy Private Wealth, LLC | 0.45% | Reduce -0.2% | 11,162 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -3.8% | 11,139 | $1.2M |
| Patten & Patten Inc. | 0.08% | Reduce -14.4% | 11,120 | $1.2M |
| Creative Financial Designs Inc. | 0.09% | Add +4.6% | 10,917 | $1.2M |
| Bull Street Advisors, LLC | 0.55% | Reduce -16.1% | 10,825 | $1.1M |
| Certus Wealth Management, LLC | 0.77% | Add +0.1% | 10,738 | $1.1M |
| Vertex Planning Partners, LLC | 0.25% | Add +16.9% | 10,646 | $1.1M |
| WJ Wealth Management, LLC | 0.40% | Reduce -22.6% | 10,598 | $1.1M |
| IFG Advisors, LLC | 0.22% | Reduce -10.4% | 10,590 | $1.1M |
| Evernest Financial Advisors, LLC | 0.40% | Add +3.4% | 10,530 | $1.1M |
| Catalyst Financial Partners LLC | 0.20% | Reduce -21.6% | 10,444 | $1.1M |
| Trustmark Bank Trust Department | 0.08% | No change | 10,235 | $1.1M |
| Diversified Enterprises, LLC | 0.09% | Add +275.8% | 10,204 | $1.1M |
| Sunbeam Capital Management, LLC | 1.03% | Reduce -18.8% | 10,203 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | Reduce -8.0% | 10,151 | $1.1M |
| TruNorth Capital Management, LLC | 0.26% | Add +0.1% | 10,070 | $1.1M |
| Keybank National Association | 0.00% | Reduce -8.3% | 10,063 | $1.1M |
| U S Global Investors Inc. | 0.14% | No change | 10,000 | $1.1M |
| Cosner Financial Group, LLC | 0.64% | Add +10.3% | 9,977 | $1.1M |
| Clarius Group, LLC | 0.07% | Reduce -50.4% | 9,923 | $1.0M |
| Clarus Group, Inc. | 0.41% | Reduce -2.9% | 9,898 | $1.0M |
| Roth Financial Partners LLC | 0.41% | Add +91.2% | 9,873 | $1.0M |
| New World Advisors LLC | 0.24% | Reduce -31.1% | 9,872 | $1.0M |
| Keebeck Wealth Management | 0.15% | Add +14.3% | 9,820 | $1.0M |
| C M Bidwell & Associates Ltd. | 0.62% | Add +28.2% | 9,785 | $1.0M |
| Everhart Financial Group, Inc. | 0.14% | Reduce -3.3% | 9,651 | $1.0M |
| Brady Martz Wealth Solutions, LLC | 0.23% | Add +16.1% | 9,629 | $1.0M |
| Pathstone Holdings, LLC | 0.00% | Add +194.7% | 9,600 | $1.0M |
| Hill Island Financial LLC | 0.30% | Reduce -3.9% | 9,548 | $1.0M |
| CGN Advisors LLC | 0.10% | Reduce -6.3% | 9,403 | $993K |
| Shore Point Advisors, LLC | 0.52% | Reduce -3.1% | 9,384 | $991K |
| CVA Family Office, LLC | 0.15% | Add +51.8% | 9,346 | $987K |
| ORG Partners LLC | 0.25% | Reduce -4.7% | 9,338 | $986K |
| Zacks Investment Management | 0.01% | Reduce -9.8% | 9,329 | $985K |
| Avid Wealth Partners LLC | 0.67% | Add +75.2% | 9,322 | $984K |
| Studio Investment Management LLC | 0.20% | Reduce -59.7% | 9,228 | $974K |
| Cornerstone Financial Group, LLC | 0.87% | Reduce -21.9% | 9,223 | $973K |
| Smartleaf Asset Management LLC | 0.09% | Add +66.6% | 9,182 | $969K |
| Physician Wealth Advisors, Inc. | 0.16% | Add +4.8% | 8,818 | $931K |
| Fragasso Financial Advisors Inc | 0.07% | No change | 8,817 | $931K |
| ARS Wealth Advisors Group, LLC | 0.13% | Reduce -30.7% | 8,800 | $929K |
| CX Institutional | 0.04% | New | 8,788 | $928K |
| Chatham Capital Group, Inc. | 0.15% | No change | 8,675 | $916K |
| Exchange Bank | 0.74% | Add +4.6% | 8,655 | $914K |
| TriaGen Wealth Management LLC | 0.32% | No change | 8,541 | $902K |
| Flagstar Securities, Inc. | 0.23% | Reduce -22.5% | 8,516 | $899K |
| Scott Capital Advisors, LLC | 0.27% | Add +1.1% | 8,510 | $899K |
| Destination Wealth Management | 0.03% | Add +32.9% | 8,453 | $893K |
| Joel Adams & Associates, Inc. | 0.80% | Add +0.4% | 8,422 | $889K |
| Postrock Partners LLC | 0.44% | No change | 8,400 | $887K |
| Total Wealth Planning, LLC | 0.14% | Add +0.7% | 8,371 | $884K |
| Prairiewood Capital, LLC | 0.36% | Add +1.7% | 8,322 | $879K |
| Brighton Jones LLC | 0.03% | Reduce -2.4% | 8,321 | $879K |
| First Affirmative Financial Network | 0.54% | Add +4.7% | 8,299 | $876K |
| W.H. Cornerstone Investments Inc. | 0.60% | Add +0.4% | 8,237 | $870K |
| Aviance Capital Partners, LLC | 0.12% | Add +25.2% | 8,184 | $864K |
| Red Tortoise LLC | 0.44% | Add +7.9% | 8,005 | $845K |
| Linscomb Wealth, Inc. | 0.04% | No change | 7,991 | $844K |
| Graypoint LLC | 0.05% | Add +33.6% | 7,964 | $841K |
| NBT Bank, N.A. | 0.06% | No change | 7,955 | $840K |
| Aletheian Wealth Advisors LLC | 0.47% | Add +12.5% | 7,862 | $830K |
| FMR LLC | 0.00% | Reduce -33.9% | 7,829 | $827K |
| IFP Advisors, Inc | 0.03% | Add +0.5% | 7,813 | $825K |
| Lido Advisors, LLC | 0.00% | Add +2.4% | 7,813 | $825K |
| RHS Financial, LLC | 0.46% | Reduce -10.8% | 7,803 | $824K |
| DAVENPORT & Co LLC | 0.00% | Reduce -43.5% | 7,774 | $821K |
| Financial Advocates Investment Management | 0.06% | New | 6,400 | $819K |
| St Germain D J Co. Inc. | 0.04% | Add +0.3% | 7,696 | $813K |
| Parallel Advisors, LLC | 0.02% | Add +0.0% | 7,603 | $803K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.91% | No change | 7,593 | $802K |
| Vista Investment Management | 0.31% | No change | 7,588 | $801K |
| Dravo Bay LLC | 0.42% | Add +1.4% | 7,575 | $800K |
| Strategic Blueprint, LLC | 0.04% | Add +12.3% | 7,573 | $800K |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +17.0% | 7,518 | $794K |
| Westover Capital Advisors, LLC | 0.18% | Reduce -5.3% | 7,507 | $793K |
| Garde Capital, Inc. | 0.04% | New | 7,368 | $778K |
| Rock Point Advisors, LLC | 0.24% | Reduce -1.6% | 7,345 | $776K |
| BWM Planning, LLC | 0.33% | Add +12.1% | 7,334 | $774K |
| Cary Street Partners Financial LLC | 0.02% | No change | 7,322 | $773K |
| Trinity Wealth Management, LLC | 0.35% | Add +0.9% | 7,165 | $757K |
| Heritage Wealth Partners, LLC | 1.15% | Reduce -3.3% | 7,163 | $756K |
| Ethos Financial Group, LLC | 0.07% | No change | 7,153 | $754K |
| WealthShield Partners, LLC | 0.10% | Reduce -34.1% | 7,117 | $752K |
| MainStreet Investment Advisors LLC | 0.11% | Add +1.4% | 7,034 | $743K |
| Archford Capital Strategies, LLC | 0.11% | Reduce -12.9% | 7,025 | $742K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -10.7% | 7,019 | $741K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +3.8% | 7,021 | $741K |
| Beaumont Financial Advisors, LLC | 0.06% | No change | 7,008 | $740K |
| Caliber Wealth Management, LLC / KS | 0.10% | — | 6,958 | $735K |
| Central Pacific Bank - Trust Division | 0.11% | Add +4.1% | 6,918 | $731K |
| YHB Investment Advisors, Inc. | 0.06% | Add +7.6% | 6,879 | $726K |
| StoneX Group Inc. | 0.04% | Reduce -34.3% | 6,850 | $723K |
| Revolve Wealth Partners, LLC | 0.10% | Add +21.7% | 6,756 | $713K |
| Capital Investment Services of America, Inc. | 0.07% | No change | 6,750 | $713K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -58.0% | 6,743 | $712K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +1.5% | 6,734 | $711K |
| Tilson Financial Group, Inc. | 0.28% | Reduce -0.2% | 6,734 | $711K |
| RCS Financial Planning, LLC | 0.37% | Reduce -18.5% | 6,691 | $707K |
| Dean Investment Associates, LLC | 0.10% | No change | 6,650 | $702K |
| Continuum Advisory, LLC | 0.09% | Reduce -5.2% | 6,622 | $699K |
| Atlatl Advisers LLC | 0.45% | Reduce -51.3% | 6,615 | $699K |
| Plum Street Advisors, LLC | 0.34% | Reduce -5.5% | 6,605 | $697K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Reduce -12.6% | 6,561 | $693K |
| Dynamic Wealth Strategies, LLC | 0.57% | Add +0.0% | 6,506 | $687K |
| Fidelis Capital Partners, LLC | 0.07% | No change | 6,486 | $683K |
| One Wealth Advisors, LLC | 0.10% | Reduce -54.6% | 6,393 | $675K |
| Compass Financial Group, Inc. | 0.35% | Reduce -0.2% | 6,369 | $673K |
| FF Advisors,LLC | 0.39% | Reduce -8.7% | 6,378 | $673K |
| Stewardship Advisors, LLC | 0.18% | Reduce -0.3% | 6,317 | $667K |
| Hilltop Partners LLC | 0.23% | Reduce -26.6% | 6,314 | $667K |
| Redhawk Wealth Advisors, Inc. | 0.09% | New | 6,251 | $660K |
| Sage Financial Management Group, Inc. | 0.24% | Reduce -0.3% | 6,244 | $659K |
| Synergy Investment Management, LLC | 0.27% | Reduce -0.4% | 6,224 | $657K |
| Syntegra Private Wealth Group, LLC | 0.08% | New | 6,186 | $653K |
| Sonata Capital Group Inc. | 0.28% | Add +20.4% | 6,186 | $653K |
| Kingsview Wealth Management, LLC | 0.01% | Add +26.2% | 6,139 | $648K |
| MidAtlantic Capital Management, Inc. | 0.51% | No change | 6,138 | $648K |
| IFG Advisory, LLC | 0.04% | Add +4.5% | 6,119 | $646K |
| Hobart Private Capital, LLC | 0.16% | Add +76.2% | 6,078 | $642K |
| Wingate Wealth Advisors, Inc. | 0.74% | Reduce -2.7% | 6,072 | $641K |
| Swmg, LLC | 0.25% | Reduce -10.0% | 6,057 | $638K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -1.3% | 5,948 | $628K |
| Citizens & Northern Corp. | 0.18% | No change | 5,929 | $626K |
| TAGStone Capital, Inc. | 0.31% | Add +0.4% | 5,910 | $624K |
| Objective Capital Management, LLC | 0.80% | Add +15.9% | 5,906 | $624K |
| Rede Wealth, LLC | 0.22% | Reduce -29.6% | 5,896 | $623K |
| Code Waechter LLC | 0.51% | No change | 5,893 | $622K |
| Jacobi Capital Management LLC | 0.04% | Add +21.3% | 5,782 | $611K |
| Shade Tree Advisors LLC | 0.60% | Reduce -44.0% | 5,754 | $608K |
| Capasso Planning Partners LLC | 0.25% | Add +0.8% | 5,731 | $605K |
| Princeton Global Asset Management LLC | 0.12% | No change | 5,710 | $603K |
| AQR Capital Management | 0.00% | New | 5,709 | $603K |
| Libra Wealth LLC | 0.23% | No change | 5,699 | $602K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -0.2% | 5,683 | $600K |
| Longview Financial Advisors LLC | 0.40% | Reduce -35.0% | 5,676 | $599K |
| Timonier Family Office, LTD. | 0.26% | Add +5.8% | 5,668 | $599K |
| Croban | 0.55% | Reduce -44.3% | 5,644 | $596K |
| Petra Financial Advisors Inc. | 0.48% | Add +0.0% | 5,569 | $588K |
| Crewe Advisors LLC | 0.08% | Reduce -23.6% | 5,535 | $584K |
| 1900 Wealth Management LLC | 0.05% | Reduce -52.4% | 5,515 | $582K |
| SP Asset Management LLC | 0.05% | Add +0.2% | 5,511 | $582K |
| Probity Advisors, Inc. | 0.11% | Reduce -14.7% | 5,496 | $580K |
| Silver Oak Wealth Advisors Services, LLC | 0.51% | Add +77.3% | 5,464 | $577K |
| Investment Planning Advisors, Inc. | 0.23% | Add +35.3% | 5,459 | $576K |
| GC Wealth Management RIA, LLC | 0.11% | No change | 5,439 | $574K |
| Modern Wealth Management, LLC | 0.02% | Add +1.6% | 5,417 | $572K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +35.2% | 5,376 | $568K |
| Orgel Wealth Management, LLC | 0.01% | Add +7.0% | 5,354 | $565K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +27.0% | 5,333 | $563K |
| Novem Group | 0.08% | Reduce -7.8% | 5,321 | $562K |
| Power Wealth Management LLC | 0.23% | Reduce -34.6% | 5,309 | $561K |
| NDWM LLC | 0.55% | New | 5,289 | $559K |
| Michael A. Dubis Financial Planning, LLC | 0.54% | Add +4.3% | 5,277 | $557K |
| Harbour Investments, Inc. | 0.02% | Reduce -27.2% | 5,273 | $557K |
| Csenge Advisory Group | 0.03% | Add +25.7% | 5,251 | $552K |
| Baker Avenue Asset Management, LP | 0.02% | No change | 5,134 | $542K |
| Morningstar Investment Services LLC | 0.10% | Reduce -30.6% | 5,118 | $540K |
| IHT Wealth Management, LLC | 0.02% | Add +6.9% | 5,113 | $540K |
| Rialto Wealth Management, LLC | 0.17% | Add +0.7% | 5,101 | $539K |
| Whittier Trust Co. | 0.01% | Reduce -20.9% | 5,059 | $534K |
| Accurate Wealth Management, LLC | 0.10% | Reduce -5.2% | 5,072 | $532K |
| CWA Asset Management Group, LLC | 0.03% | Add +17.8% | 5,031 | $531K |
| Colonial Trust Advisors | 0.05% | Reduce -4.2% | 5,020 | $530K |
| Hunter Associates Investment Management LLC | 0.08% | No change | 5,000 | $528K |
| Onyx Bridge Wealth Group LLC | 0.08% | Add +0.4% | 4,996 | $528K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -4.1% | 4,988 | $527K |
| Berger Financial Group, Inc | 0.04% | No change | 4,954 | $523K |
| Chesapeake Wealth Management | 0.19% | No change | 4,950 | $523K |
| Essex Financial Services, Inc. | 0.04% | No change | 4,879 | $515K |
| Aspen Wealth Strategies, LLC | 0.34% | No change | 4,878 | $515K |
| Colonial Trust Co / SC | 0.08% | Add +1.4% | 4,846 | $512K |
| Sax Wealth Advisors, LLC | 0.04% | Add +32.4% | 4,844 | $512K |
| Cyr Financial Inc. | 0.45% | Reduce -19.3% | 4,820 | $509K |
| Tanager Wealth Management LLP | 0.07% | No change | 4,816 | $509K |
| Elevate Wealth Advisory, Inc. | 0.36% | Add +14.4% | 4,800 | $507K |
| Madison Wealth Partners, Inc | 0.13% | Add +0.1% | 4,793 | $506K |
| WBH Advisory Inc. | 0.05% | Reduce -6.8% | 4,764 | $503K |
| Haverford Trust Co | 0.01% | Add +4.1% | 4,762 | $503K |
| Helium Advisors LLC | 0.36% | Add +1.3% | 4,749 | $502K |
| Bernard Wealth Management Corp. | 0.24% | No change | 4,737 | $500K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Add +26.6% | 4,725 | $499K |
| WPG Advisers, LLC | 0.46% | Reduce -51.1% | 4,654 | $491K |
| VestGen Advisors, LLC | 0.02% | — | 4,611 | $487K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 4,564 | $482K |
| Prosperity Consulting Group, LLC | 0.04% | No change | 4,552 | $481K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,524 | $477K |
| Park Place Capital Corp | 0.13% | No change | 4,440 | $469K |
| CoreCap Advisors, LLC | 0.02% | Reduce -13.5% | 4,411 | $466K |
| Equitable Holdings, Inc. | 0.00% | Reduce -20.7% | 4,403 | $465K |
| Tru Independence Asset Management 2, LLC | 0.35% | No change | 4,387 | $463K |
| L. Roy Papp & Associates, LLP | 0.06% | No change | 4,350 | $459K |
| Stephen J. Garry & Associates, LLC | 0.43% | Add +45.1% | 4,340 | $458K |
| BCGM Wealth Management, LLC | 0.14% | Reduce -5.8% | 4,333 | $458K |
| LaFleur & Godfrey LLC | 0.06% | Add +1.8% | 4,310 | $455K |
| Tyche Wealth Partners LLC | 0.10% | Add +14.9% | 4,285 | $452K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -3.3% | 4,285 | $452K |
| Flagship Private Wealth, LLC | 0.21% | Add +17.1% | 4,264 | $450K |
| Bernardo Wealth Planning LLC | 0.11% | Reduce -5.9% | 4,262 | $450K |
| Cherry Tree Wealth Management, LLC | 0.11% | No change | 4,255 | $449K |
| Axxcess Wealth Management, LLC | 0.01% | Add +10.0% | 4,235 | $447K |
| Capital Analysts, LLC | 0.02% | Add +281.4% | 4,222 | $446K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -12.3% | 4,221 | $446K |
| Foster & Motley Inc. | 0.03% | Reduce -7.9% | 4,210 | $445K |
| Mezzasalma Advisors, LLC | 0.15% | Add +0.3% | 4,184 | $442K |
| Jessup Wealth Management, Inc | 0.18% | New | 4,132 | $436K |
| Benjamin Edwards Inc. | 0.01% | Add +11.1% | 4,097 | $433K |
| Cannon Wealth Management Services, LLC | 0.39% | Add +11.8% | 4,095 | $432K |
| Riversedge Advisors, LLC | 0.10% | Reduce -15.6% | 4,083 | $431K |
| High Falls Advisors, Inc | 0.10% | Reduce -26.6% | 4,079 | $431K |
| Procyon Advisors, LLC | 0.03% | Reduce -7.1% | 4,068 | $430K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -31.0% | 4,043 | $427K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -0.9% | 4,043 | $427K |
| Capstone Capital LLC | 0.34% | No change | 4,040 | $427K |
| First Community Trust NA | 0.37% | Reduce -94.0% | 4,021 | $425K |
| HCR Wealth Advisors | 0.06% | No change | 4,000 | $422K |
| Waller Financial Planning Group, Inc. | 0.12% | Reduce -2.8% | 3,997 | $422K |
| Aerodigm Wealth, LLC | 0.23% | Add +3.7% | 3,950 | $417K |
| Waldron Private Wealth LLC | 0.02% | Reduce -1.1% | 3,935 | $416K |
| Wedbush Securities Inc. | 0.02% | Add +7.7% | 3,934 | $415K |
| Centurion Wealth Management LLC | 0.13% | No change | 3,899 | $411K |
| Traction Financial Partners, LLC | 0.32% | Add +99.6% | 3,851 | $407K |
| True North Advisors, LLC | 0.07% | No change | 3,816 | $403K |
| South Plains Financial, Inc. | 0.31% | No change | 3,796 | $401K |
| Warner Financial, Inc. | 0.18% | No change | 3,784 | $400K |
| My Legacy Advisors, LLC | 0.15% | Reduce -24.1% | 3,776 | $399K |
| Wealthcare Capital Partners, LLC | 0.20% | Reduce -0.6% | 3,773 | $398K |
| Balanced Rock Investment Advisors LLC | 0.32% | Reduce -12.6% | 3,767 | $398K |
| Triad Wealth Partners, LLC | 0.12% | New | 3,758 | $397K |
| Waterway Wealth Management, LLC | 0.17% | Add +12.6% | 3,750 | $396K |
| SouthState Bank Corp | 0.02% | Add +780.7% | 3,743 | $395K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,735 | $394K |
| Marshall Financial Group, LLC | 0.09% | New | 3,712 | $392K |
| Wealthfront Advisers LLC | 0.00% | Add +11.8% | 3,710 | $392K |
| Client 1ST Advisory Group, LLC | 0.15% | No change | 3,707 | $391K |
| Guardian Asset Advisors, LLC | 0.25% | Add +0.3% | 3,681 | $389K |
| Garden State Investment Advisory Services LLC | 0.12% | Add +0.3% | 3,648 | $386K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -9.9% | 3,646 | $385K |
| Armor Investment Advisors, LLC | 0.16% | Add +5.4% | 3,644 | $385K |
| Liberty Square Wealth Partners LLC | 0.15% | Add +2.7% | 3,630 | $383K |
| White Pine Capital LLC | 0.13% | Reduce -3.1% | 3,616 | $382K |
| KM Capital Management Ltd. | 0.21% | Reduce -85.3% | 3,610 | $381K |
| Stratos Investment Management, LLC | 0.02% | Add +2.4% | 3,605 | $381K |
| Busey Bank | 0.01% | No change | 3,597 | $380K |
| Fortis Capital Advisors, LLC | 0.08% | New | 3,558 | $376K |
| Belpointe Asset Management LLC | 0.02% | New | 3,558 | $376K |
| Steel Grove Capital Advisors, LLC | 0.06% | Reduce -19.9% | 3,540 | $374K |
| Root Financial Partners, LLC | 0.04% | Reduce -7.6% | 3,539 | $374K |
| Strategic Investment Solutions, Inc. | 0.11% | Reduce -13.3% | 3,496 | $369K |
| PFG Advisors | 0.02% | Reduce -30.7% | 3,440 | $363K |
| Hayek Kallen Investment Management | 0.13% | No change | 3,425 | $362K |
| Strategic Financial Services, Inc. | 0.02% | New | 3,422 | $361K |
| Financial Counselors Inc. | 0.01% | Add +2.1% | 3,421 | $361K |
| Summit Wealth Partners, LLC | 0.07% | Add +0.2% | 3,415 | $361K |
| Collaborative Wealth Managment Inc. | 0.17% | Add +0.5% | 3,386 | $358K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 3,358 | $357K |
| Maia Wealth LLC | 0.08% | Add +4.0% | 3,388 | $356K |
| Heritage Wealth Management, Inc. | 0.30% | Reduce -23.1% | 3,371 | $356K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -7.5% | 3,339 | $353K |
| ShoreHaven Wealth Partners, LLC | 0.17% | Reduce -6.2% | 3,320 | $351K |
| Keyvantage Wealth, LLC | 0.17% | Reduce -36.2% | 3,313 | $350K |
| ArborFi Advisors, LLC | 0.35% | Add +42.0% | 3,309 | $349K |
| Traveka Wealth, LLC | 0.20% | Reduce -20.4% | 3,296 | $348K |
| Kathleen S. Wright Associates Inc. | 0.14% | Add +3479.3% | 3,293 | $348K |
| XY Planning Network, Inc. | 0.23% | Reduce -12.1% | 3,272 | $345K |
| Ballast Advisors LLC | 0.11% | Reduce -11.4% | 3,268 | $345K |
| Tsfg, LLC | 0.07% | Reduce -2.6% | 3,238 | $342K |
| Northern Trust Corp. | 0.00% | Reduce -2.9% | 3,198 | $338K |
| Roberts Financial Services LLC | 0.07% | Reduce -15.5% | 3,188 | $337K |
| West Michigan Advisors, LLC | 0.11% | Add +33.3% | 3,176 | $335K |
| AE Wealth Management LLC | 0.00% | Reduce -1.9% | 3,168 | $334K |
| 1834 Investment Advisors Co. | 0.04% | Add +60.2% | 3,157 | $333K |
| Horst & Graben Wealth Management LLC | 0.06% | Add +0.4% | 3,140 | $332K |
| Investments & Financial Planning, LLC | 0.21% | Add +19.5% | 3,069 | $324K |
| Agate Pass Investment Management, LLC | 0.14% | Add +3.4% | 3,048 | $322K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $317K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $317K |
| Edgemoor Investment Advisors, Inc. | 0.03% | Reduce -37.6% | 2,985 | $315K |
| Alta Wealth Advisors LLC | 0.14% | No change | 2,966 | $313K |
| Legacy Financial Strategies, LLC | 0.07% | Add +0.1% | 2,932 | $310K |
| Astra Wealth Partners LLC | 0.30% | Reduce -22.1% | 2,928 | $309K |
| Integris Wealth Management, LLC | 0.09% | Reduce -90.6% | 2,927 | $309K |
| Wise Wealth Partners | 0.74% | Add +0.4% | 2,922 | $309K |
| Kovack Advisors, Inc. | 0.03% | No change | 2,916 | $308K |
| Smith Anglin Financial, LLC | 0.03% | Reduce -0.8% | 2,907 | $307K |
| Brighton Securities Corp. | 0.15% | Add +1.3% | 2,903 | $307K |
| Prairieview Wealth Partners, LLC | 0.37% | Reduce -0.1% | 2,902 | $306K |
| Envision Financial LLC | 0.23% | New | 2,900 | $306K |
| Wealthstream Advisors, Inc. | 0.06% | No change | 2,887 | $305K |
| CAP Partners, LLC | 0.22% | Add +2.2% | 2,842 | $300K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -38.5% | 2,820 | $298K |
| Renasant Bank | 0.20% | No change | 2,805 | $296K |
| Axis Wealth Partners, LLC | 0.22% | Reduce -0.1% | 2,800 | $296K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -40.7% | 2,771 | $293K |
| West Coast Financial LLC | 0.03% | No change | 2,760 | $291K |
| McLean Asset Management Corp | 0.10% | No change | 2,766 | $290K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.12% | Reduce -0.3% | 2,742 | $288K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +0.4% | 2,723 | $288K |
| Johnson Financial Group, Inc. | 0.01% | No change | 2,710 | $286K |
| Sovran Advisors, LLC | 0.04% | Reduce -17.9% | 2,713 | $285K |
| Hills Bank & Trust Co | 0.02% | No change | 2,702 | $285K |
| Sowell Financial Services LLC | 0.01% | New | 2,684 | $283K |
| Mattern Capital Management, LLC | 0.04% | No change | 2,673 | $282K |
| Wealth Effects LLC | 0.12% | No change | 2,662 | $281K |
| Summit Place Financial Advisors, LLC | 0.16% | New | 2,660 | $281K |
| Morris Financial Concepts, Inc. | 0.12% | Reduce -8.3% | 2,657 | $281K |
| Coordinated Financial Services, Inc. | 0.22% | — | 2,644 | $279K |
| Essential Planning, LLC. | 0.11% | Reduce -98.4% | 2,640 | $279K |
| Venturi Wealth Management, LLC | 0.01% | Reduce -33.0% | 2,635 | $278K |
| Awm Capital, LLC | 0.03% | Reduce -5.8% | 2,634 | $278K |
| Financial Life Advisors | 0.10% | Reduce -54.1% | 2,622 | $277K |
| Strive Asset Management, LLC | 0.19% | Reduce -60.0% | 2,613 | $276K |
| Fifth Third Bancorp | 0.00% | Add +20.9% | 2,600 | $275K |
| Sutton Place Investors LLC | 0.18% | Reduce -5.4% | 2,579 | $272K |
| VERITY Wealth Advisors | 0.20% | No change | 2,568 | $271K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.1% | 2,566 | $271K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Reduce -18.8% | 2,556 | $270K |
| Advyzon Investment Management, LLC | 0.10% | Add +0.6% | 2,554 | $270K |
| Lockerman Financial Group, Inc. | 0.41% | New | 2,539 | $268K |
| Stage Harbor Financial, LLC | 0.23% | No change | 2,535 | $268K |
| Gibbs Wealth Management | 0.06% | Add +0.2% | 2,529 | $267K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.03% | Reduce -5.7% | 2,507 | $265K |
| Foster Group, Inc. | 0.01% | Reduce -28.8% | 2,463 | $260K |
| TruWealth Advisors, LLC | 0.02% | Reduce -14.3% | 2,458 | $260K |
| One Day In July LLC | 0.03% | New | 2,457 | $259K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 2,452 | $259K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -36.9% | 2,453 | $259K |
| One Wealth Capital Management, LLC | 0.14% | Reduce -50.0% | 2,446 | $258K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -34.4% | 2,430 | $257K |
| Magnolia Private Wealth, LLC | 0.22% | New | 2,418 | $255K |
| Firestone Capital Management | 0.07% | Add +0.4% | 2,415 | $255K |
| Nautilus Advisors LLC | 0.21% | No change | 2,370 | $250K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 2,367 | $250K |
| XML Financial, LLC | 0.02% | Add +5.1% | 2,358 | $249K |
| Lanark Financial, Inc. | 0.02% | — | 2,357 | $248K |
| Jaffetilchin Investment Partners, LLC | 0.02% | New | 2,317 | $245K |
| White & Co Financial Planning Inc | 0.21% | No change | 2,311 | $244K |
| BCS Wealth Management | 0.06% | No change | 2,292 | $242K |
| Flaharty Asset Management, LLC | 0.03% | New | 2,287 | $242K |
| Proffitt & Goodson Inc. | 0.04% | Add +2.7% | 2,274 | $240K |
| Trust Co | 0.03% | Reduce -1.5% | 2,265 | $239K |
| Calton & Associates, Inc. | 0.05% | New | 2,251 | $238K |
| Arete Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 2,240 | $237K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 2,242 | $237K |
| XTX Topco Ltd | 0.01% | Reduce -13.4% | 2,210 | $233K |
| NorthRock Partners, LLC | 0.01% | New | 2,210 | $233K |
| Fiduciary Financial Group, LLC | 0.05% | New | 2,202 | $231K |
| Florida Financial Advisors, LLC | 0.09% | Add +0.9% | 2,173 | $229K |
| WASHINGTON TRUST Co | 0.01% | No change | 2,163 | $228K |
| Pandora Wealth, Inc. | 0.15% | — | 2,150 | $227K |
| Aspire Private Capital, LLC | 0.06% | New | 2,150 | $227K |
| Aspiriant, LLC | 0.01% | No change | 2,148 | $227K |
| Atlas Legacy Advisors, LLC | 0.06% | Reduce -27.3% | 2,146 | $227K |
| Parkside Financial Bank & Trust | 0.03% | Add +31.8% | 2,137 | $226K |
| Wealth Group, Ltd. | 0.15% | Reduce -15.2% | 2,135 | $225K |
| Team Financial Group, LLC | 0.13% | Add +0.1% | 2,123 | $224K |
| Veltria Advisors Corp. | 0.14% | Reduce -15.0% | 2,082 | $220K |
| Gemmer Asset Management LLC | 0.02% | Reduce -9.2% | 2,080 | $220K |
| Tableaux LLC | 0.16% | New | 2,080 | $220K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | No change | 2,067 | $218K |
| Eagle Strategies LLC | 0.04% | Reduce -6.4% | 2,067 | $218K |
| First Trust Advisors LP | 0.00% | Reduce -9.3% | 2,059 | $217K |
| Wealth Dimensions Group, Ltd. | 0.05% | No change | 2,035 | $215K |
| Horan Securities, Inc. | 0.08% | Reduce -5.8% | 2,023 | $214K |
| Dopkins Wealth Management, LLC | 0.11% | Reduce -19.0% | 2,011 | $212K |
| 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 |
| Napa Wealth Management | 0.12% | No change | 1,974 | $208K |
| Keel Point, LLC | 0.02% | Add +1.1% | 1,969 | $208K |
| United Advisor Group, LLC | 0.04% | Add +2.3% | 1,968 | $208K |
| High Probability Advisors, LLC | 0.03% | No change | 1,950 | $206K |
| Uptown Financial Advisors LLC | 0.21% | No change | 1,935 | $204K |
| First Hawaiian Bank | 0.03% | No change | 1,935 | $204K |
| Cyndeo Wealth Partners, LLC | 0.01% | Reduce -5.7% | 1,933 | $204K |
| Pure Portfolios Holdings LLC | 0.07% | Add +0.4% | 1,925 | $203K |
| Elyxium Wealth, LLC | 0.09% | Reduce -4.3% | 1,919 | $203K |
| Northwest Wealth Management, LLC | 0.04% | No change | 1,917 | $202K |
| Sterling Investment Counsel, LLC | 0.07% | No change | 1,914 | $202K |
| Fca Corp. | 0.06% | Reduce -1.6% | 1,910 | $202K |
| Columbus Macro, LLC | 0.03% | Reduce -0.5% | 1,903 | $201K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -5.8% | 1,829 | $193K |
| Collier Financial | 0.16% | Reduce -3.8% | 1,816 | $192K |
| Accredited Wealth Management, LLC | 0.16% | Add +4.5% | 1,755 | $185K |
| Clearstead Trust, LLC | 0.04% | No change | 1,628 | $172K |
| Sachetta, LLC | 0.06% | Reduce -25.0% | 1,500 | $158K |
| Private Wealth Asset Management, LLC | 0.02% | — | 1,475 | $156K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,427 | $151K |
| Independence Bank of Kentucky | 0.02% | Add +45.0% | 1,417 | $150K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -36.4% | 1,380 | $146K |
| Balentine LLC | 0.01% | No change | 1,340 | $142K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 1,305 | $138K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,300 | $137K |
| Integrity Financial Corp | 0.07% | Add +39.0% | 1,251 | $132K |
| GPS Wealth Strategies Group, LLC | 0.02% | No change | 1,160 | $122K |
| Rossby Financial, LCC | 0.05% | New | 1,155 | $122K |
| Robinswood Financial LLC | 0.04% | No change | 1,088 | $115K |
| Dunhill Financial, LLC | 0.05% | No change | 1,014 | $107K |
| Topsail Wealth Management, LLC | 0.02% | New | 960 | $101K |
| Aviso Financial Inc. | 0.01% | No change | 955 | $101K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 956 | $101K |
| Koesten, Hirschmann & Crabtree, INC. | 0.05% | Add +22.6% | 852 | $90K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 819 | $86K |
| FSC Wealth Advisors, LLC | 0.06% | Add +0.4% | 799 | $84K |
| Asset Dedication, LLC | 0.01% | New | 795 | $84K |
| 2UniFi Bank | 0.05% | Add +170.9% | 753 | $80K |
| Gen-Wealth Partners Inc | 0.03% | Add +27.1% | 737 | $78K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 696 | $73K |
| Private Trust Co. NA | 0.01% | Reduce -53.6% | 693 | $73K |
| Capital Investment Counsel, Inc | 0.01% | No change | 659 | $70K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +4900.0% | 650 | $69K |
| Motco | 0.01% | No change | 637 | $67K |
| Pacifica Partners Inc. | 0.03% | Reduce -7.4% | 625 | $66K |
| Compass Wealth Management LLC | 0.02% | New | 606 | $64K |
| Wealth Advisors of Tampa Bay, LLC | 0.02% | New | 571 | $60K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -1.5% | 520 | $55K |
| AdvisorNet Financial, Inc | 0.00% | Add +16.1% | 482 | $51K |
| Bfsg, LLC | 0.01% | No change | 478 | $50K |
| Mascoma Wealth Management LLC | 0.01% | No change | 450 | $48K |
| Hughes Financial Services, LLC | 0.01% | New | 447 | $47K |
| 10Elms LLP | 0.05% | New | 435 | $46K |
| Signaturefd, LLC | 0.00% | No change | 409 | $43K |
| AlphaCore Capital LLC | 0.00% | New | 406 | $43K |
| Promus Capital, LLC | 0.03% | New | 398 | $42K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 375 | $39K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $35K |
| Center for Financial Planning, Inc. | 0.00% | New | 328 | $35K |
| Abound Financial, LLC | 0.02% | New | 323 | $34K |
| Valley National Advisers Inc. | 0.01% | New | 289 | $30K |
| Greykasell Wealth Strategies, Inc. | 0.02% | New | 280 | $30K |
| Arlington Trust Co LLC | 0.01% | New | 275 | $29K |
| LGT Financial Advisors LLC | 0.08% | Reduce -81.8% | 262 | $28K |
| Brooklyn Investment Group | 0.01% | New | 252 | $27K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 241 | $25K |
| Financial Network Wealth Advisors LLC | 0.03% | New | 238 | $25K |
| Nvwm, LLC | 0.01% | No change | 200 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 200 | $21K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 198 | $21K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 197 | $21K |
| Binnacle Investments Inc | 0.01% | — | 194 | $20K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -45.7% | 126 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -7.3% | 115 | $13K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -51.6% | 122 | $13K |
| Holos Integrated Wealth LLC | 0.01% | No change | 118 | $12K |
| Retirement Wealth Solutions LLC | 0.01% | Reduce -50.2% | 114 | $12K |
| Arax Advisory Partners | 0.00% | New | 114 | $12K |
| GeoWealth Management, LLC | 0.00% | Reduce -56.0% | 110 | $12K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Trust Co. of Vermont | 0.00% | New | 87 | $9K |
| Cornerstone Planning Group LLC | 0.00% | New | 86 | $9K |
| Midwest Capital Advisors, LLC | 0.00% | No change | 63 | $7K |
| Transce3nd, LLC | 0.00% | No change | 62 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 61 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 56 | $6K |
| Viewpoint Capital Management LLC | 0.00% | No change | 50 | $5K |
| Clarity Asset Management, Inc. | 0.00% | No change | 39 | $4K |
| Raleigh Capital Management Inc. | 0.00% | New | 34 | $4K |
| Eastern Bank | 0.00% | New | 31 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -3.3% | 29 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +700.0% | 8 | $845 |
| LRI Investments, LLC | 0.00% | New | 5 | $528 |
| Family Manage LLC | 0.00% | New | 4 | $422 |
| Cheviot Value Management, LLC | 0.00% | New | 3 | $316 |
| Stephens Consulting, LLC | 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.