iShares Short-Term NationalSUBETF
13F holders, Q3 2025 (September 30)834holders −16
44new positions
56sold out
4famous investors
$106.78avg. 13F price*
At the end of Q3 2025, 834 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, down 16 from Q2 2025. 44 opened new positions and 56 sold out. The largest holders were Mercer Global Advisors Inc. ($829.3M), Bank of America Corp. ($804.0M) and Morgan Stanley ($693.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Short-Term National
- CUSIP
- 464288158
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $78.7M |
| Exits | 56 | $26.2M |
All 13F filers, Q2 2025 → Q3 2025: 5,097,569 shares bought and 9,859,433 shares sold, net −4,761,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 834 holders
| Mercer Global Advisors Inc. | 1.38% | Add +12.6% | 7,766,129 | $829.3M |
| Bank of America Corp. | 0.06% | Add +4.2% | 7,529,774 | $804.0M |
| Morgan Stanley | 0.04% | Add +1.9% | 6,492,306 | $693.2M |
| Bank of New York Mellon Corp | 0.10% | Add +2.2% | 5,309,707 | $567.0M |
| Sei Investments Co. | 0.32% | Add +2.3% | 2,754,637 | $294.1M |
| Creative Planning | 0.22% | Add +4.4% | 2,753,494 | $294.0M |
| Tiaa Trust, National Association | 0.37% | Reduce -58.1% | 1,429,055 | $152.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +14.5% | 1,322,898 | $141.3M |
| Franklin Resources Inc. | 0.03% | Add +0.9% | 1,255,629 | $134.1M |
| Citigroup Inc. | 0.09% | Reduce -2.7% | 1,242,853 | $132.7M |
| Captrust Financial Advisors | 0.27% | Reduce -13.7% | 1,224,596 | $130.8M |
| UBS Group AG | 0.02% | Reduce -1.4% | 1,114,368 | $119.0M |
| Ameriprise Financial Inc. | 0.03% | Add +3.0% | 1,019,871 | $108.6M |
| LPL Financial LLC | 0.03% | Reduce -4.3% | 928,343 | $99.1M |
| Mariner, LLC | 0.12% | Add +2.4% | 837,819 | $89.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -87.8% | 669,413 | $71.5M |
| Nisa Investment Advisors, LLC | 0.26% | Add +220.5% | 642,650 | $68.6M |
| Salomon & Ludwin, LLC | 6.10% | Add +6.1% | 635,915 | $67.8M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 634,763 | $67.8M |
| Bank of Montreal | 0.03% | Reduce -0.6% | 609,806 | $65.1M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -8.9% | 609,714 | $65.1M |
| Allworth Financial LP | 0.28% | Add +1.1% | 591,086 | $63.1M |
| US Bancorp \de | 0.07% | Reduce -1.0% | 538,951 | $57.5M |
| Royal Bank of Canada | 0.01% | Reduce -0.1% | 521,663 | $55.7M |
| Focus Partners Wealth | 0.09% | Reduce -0.5% | 515,800 | $55.1M |
| Raymond James Financial Inc. | 0.02% | Reduce -23.1% | 513,761 | $54.9M |
| Heritage Investment Group, Inc. | 8.43% | Add +1.4% | 493,210 | $52.7M |
| HighTower Advisors, LLC | 0.06% | Reduce -9.3% | 476,914 | $50.9M |
| Crestwood Advisors Group, LLC | 0.84% | Add +16.2% | 462,094 | $49.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +60.8% | 428,692 | $45.8M |
| Cerity Partners LLC | 0.07% | Add +3.8% | 426,875 | $45.6M |
| Willow Creek Wealth Management Inc. | 3.71% | Add +10.7% | 421,947 | $45.1M |
| Wit, LLC | 1.01% | No change | 418,588 | $44.7M |
| Renaissance Technologies | 0.06% | Reduce -15.8% | 415,800 | $44.4M |
| Truepoint, Inc. | 1.03% | Add +8.1% | 413,033 | $44.1M |
| Apella Capital, LLC | 0.95% | Add +19.7% | 397,670 | $42.5M |
| Old National Bancorp | 0.66% | Add +16.9% | 362,802 | $38.7M |
| Wells Fargo & Company | 0.01% | Reduce -6.2% | 362,273 | $38.7M |
| Beacon Pointe Advisors, LLC | 0.31% | Add +14.3% | 341,693 | $36.5M |
| Stifel Financial Corp. | 0.03% | Reduce -5.4% | 327,086 | $34.9M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +6.4% | 321,504 | $34.3M |
| DGS Capital Management, LLC | 6.08% | Add +2.6% | 312,151 | $33.3M |
| Willis Johnson & Associates, Inc. | 1.89% | Add +2.7% | 285,594 | $30.5M |
| Osaic Holdings, Inc. | 0.04% | Reduce -0.3% | 278,563 | $29.8M |
| Rockefeller Capital Management L.P. | 0.06% | Add +0.8% | 272,343 | $29.1M |
| RMR Wealth Builders | 2.42% | Add +6.4% | 271,309 | $29.0M |
| Citizens Financial Group Inc. | 0.39% | Reduce -0.4% | 263,251 | $28.1M |
| Ritholtz Wealth Management | 0.54% | Add +1.9% | 259,087 | $27.7M |
| Cetera Investment Advisers | 0.03% | Add +17.6% | 250,917 | $26.8M |
| Cahaba Wealth Management, Inc. | 1.90% | Add +4.5% | 246,274 | $26.3M |
| Modera Wealth Management, LLC | 0.30% | Add +0.5% | 245,039 | $26.2M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +4.5% | 241,871 | $25.8M |
| CIBC Private Wealth Group LLC | 0.04% | Reduce -33.7% | 221,047 | $23.6M |
| LVW Advisors, LLC | 2.39% | Add +9.1% | 216,105 | $23.1M |
| Partners Capital Investment Group, LLP | 0.91% | Add +35.5% | 213,956 | $22.8M |
| Betterment LLC | 0.04% | Reduce -4.8% | 205,744 | $22.0M |
| Carnegie Investment Counsel | 0.40% | Reduce -2.0% | 196,836 | $21.0M |
| Composition Wealth, LLC | 0.30% | Reduce -66.6% | 190,196 | $20.3M |
| Legacy Edge Advisors, LLC | 2.38% | Add +0.9% | 189,075 | $20.2M |
| Mather Group, Llc. | 0.20% | Add +7.5% | 184,500 | $19.7M |
| Comerica Bank | 0.07% | Reduce -5.3% | 184,157 | $19.7M |
| Susquehanna International Group, LLP | 0.03% | New | 183,635 | $19.6M |
| Members Trust Co | 0.63% | Add +0.7% | 180,642 | $19.3M |
| BIP Wealth, LLC | 0.90% | Add +338.6% | 171,057 | $18.3M |
| Arkansas Financial Group, Inc. | 2.67% | Reduce -1.6% | 169,858 | $18.1M |
| Alesco Advisors, LLC, An ESL Co | 0.48% | Add +2.9% | 164,691 | $17.6M |
| Bank of Hawaii | 0.87% | Add +1325.5% | 162,441 | $17.3M |
| Freestone Capital Holdings, LLC | 0.53% | Add +2.6% | 160,498 | $17.1M |
| Ascent Group, LLC | 0.60% | Reduce -6.1% | 159,626 | $17.0M |
| One Capital Management, LLC | 0.54% | Add +11.3% | 158,730 | $16.9M |
| GAMMA Investing LLC | 0.90% | Add +9.1% | 153,373 | $16.4M |
| Merit Financial Group, LLC | 0.15% | Add +8.7% | 149,926 | $16.0M |
| Ellevest, Inc. | 2.27% | Reduce -5.6% | 148,758 | $15.9M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +5.4% | 141,259 | $15.1M |
| Brandywine Oak Private Wealth LLC | 1.30% | Reduce -2.5% | 139,819 | $14.9M |
| Slow Capital, Inc. | 1.72% | Add +8.7% | 136,837 | $14.6M |
| Brown Wealth Management, LLC | 4.05% | Add +7.2% | 134,995 | $14.4M |
| City of London Investment Management Co. Ltd. | 1.03% | No change | 130,304 | $13.9M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -5.0% | 128,691 | $13.7M |
| Jones Financial Companies LLLP | 0.01% | Add +48.6% | 123,396 | $13.2M |
| Bailard, Inc. | 0.28% | Reduce -34.2% | 122,291 | $13.1M |
| Quantinno Capital Management LP | 0.03% | Add +846.8% | 119,950 | $12.8M |
| Country Club Bank | 0.76% | Add +16.9% | 119,511 | $12.8M |
| Dakota Wealth Management | 0.25% | Reduce -0.7% | 116,236 | $12.4M |
| Flputnam Investment Management Co. | 0.18% | Add +1.0% | 115,487 | $12.3M |
| Oak Harvest Investment Services | 1.40% | Add +2.4% | 112,135 | $12.0M |
| Abundance Wealth Counselors | 2.04% | Reduce -9.7% | 111,584 | $11.9M |
| Grove Bank & Trust | 1.36% | Add +1.6% | 109,263 | $11.7M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +1.0% | 108,573 | $11.6M |
| Waterway Wealth Management, LLC | 2.75% | Reduce -53.0% | 108,102 | $11.5M |
| TD Private Client Wealth LLC | 0.25% | Add +18.5% | 104,286 | $11.1M |
| TD Capital Management LLC | 0.99% | Reduce -9.2% | 103,376 | $11.0M |
| MML Investors Services, LLC | 0.03% | Reduce -24.0% | 101,526 | $10.8M |
| Brookstone Capital Management | 0.13% | Add +29.4% | 100,896 | $10.8M |
| Sheets Smith Wealth Management | 1.21% | Reduce -13.6% | 100,333 | $10.7M |
| Private Advisor Group, LLC | 0.05% | Reduce -0.0% | 98,805 | $10.6M |
| Partners in Financial Planning | 1.81% | Add +7.1% | 97,955 | $10.5M |
| Flow Traders U.S. LLC | 0.42% | New | 97,421 | $10.4M |
| Corient Private Wealth LP | 0.02% | Reduce -5.6% | 97,059 | $10.4M |
| Alaethes Wealth, LLC | 2.93% | No change | 96,628 | $10.3M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -2.0% | 95,934 | $10.2M |
| Aaron Wealth Advisors LLC | 0.60% | Add +4.2% | 92,312 | $9.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +1.6% | 91,444 | $9.8M |
| Integrated Advisors Network LLC | 0.41% | Reduce -3.6% | 90,866 | $9.7M |
| MBL Wealth, LLC | 0.83% | Add +4.3% | 88,833 | $9.5M |
| Peapack Gladstone Financial Corp. | 0.12% | Add +5.0% | 87,879 | $9.4M |
| M&T Bank Corp | 0.03% | Reduce -1.1% | 87,882 | $9.4M |
| Smithfield Trust Co | 0.42% | Add +21.9% | 87,574 | $9.4M |
| Jane Street Group, LLC | 0.01% | Add +7.3% | 86,303 | $9.2M |
| Sanctuary Advisors, LLC | 0.05% | Add +130.3% | 85,526 | $9.1M |
| Pasadena Private Wealth, LLC | 1.31% | New | 85,044 | $9.1M |
| JFS Wealth Advisors, LLC | 0.53% | Add +12.4% | 84,627 | $9.0M |
| Investment Research Partners LLC | 4.01% | — | 83,704 | $8.9M |
| Park Avenue Securities LLC | 0.07% | Reduce -12.8% | 82,693 | $8.8M |
| Integrated Wealth Concepts LLC | 0.08% | Add +111.6% | 80,972 | $8.6M |
| Quent Capital, LLC | 0.72% | Reduce -1.4% | 80,795 | $8.6M |
| PDS Planning, Inc | 0.59% | Add +0.1% | 80,074 | $8.6M |
| GWN Securities Inc. | 1.98% | New | 79,936 | $8.5M |
| SageView Advisory Group, LLC | 0.29% | Add +0.3% | 79,594 | $8.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Reduce -10.1% | 78,744 | $8.4M |
| Northeast Financial Group, Inc. | 2.06% | Add +2.5% | 77,288 | $8.3M |
| Meridian Wealth Partners, LLC | 1.11% | Reduce -4.8% | 75,349 | $8.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.6% | 75,026 | $8.0M |
| Citadel Advisors | 0.01% | Reduce -8.1% | 74,862 | $8.0M |
| Condor Capital Management | 0.66% | Add +1.5% | 74,842 | $8.0M |
| Savvy Advisors, Inc. | 0.36% | Add +204.7% | 74,264 | $7.9M |
| NewEdge Advisors, LLC | 0.04% | Add +14.9% | 74,239 | $7.9M |
| Clearwater Capital Advisors, LLC | 0.67% | Add +0.9% | 73,775 | $7.9M |
| Baird Financial Group, Inc. | 0.01% | Add +8.2% | 73,713 | $7.9M |
| Deutsche Bank AG | 0.00% | Add +3.5% | 73,319 | $7.8M |
| Zhang Financial LLC | 0.31% | Add +1.1% | 71,702 | $7.7M |
| Larson Financial Group LLC | 0.27% | Reduce -16.6% | 71,662 | $7.7M |
| Nicolet Advisory Services, LLC | 0.56% | Reduce -0.5% | 67,849 | $7.2M |
| Greenleaf Trust | 0.07% | Reduce -9.8% | 67,582 | $7.2M |
| Aua Capital Management, LLC | 4.04% | Reduce -0.3% | 67,377 | $7.2M |
| Opus Capital Group, LLC | 0.80% | Reduce -0.9% | 66,750 | $7.1M |
| Lutz Financial Services LLC | 0.51% | Reduce -0.0% | 65,753 | $7.0M |
| World Investment Advisors | 0.14% | Reduce -2.0% | 65,694 | $7.0M |
| Brio Consultants, LLC | 0.96% | Add +3.4% | 65,677 | $7.0M |
| Bragg Financial Advisors, Inc | 0.23% | Add +4.3% | 63,860 | $6.8M |
| Savant Capital, LLC | 0.04% | New | 63,787 | $6.8M |
| Vestmark Advisory Solutions, Inc. | 0.13% | Add +0.8% | 63,732 | $6.8M |
| Ackerman Capital Advisors, LLC | 1.42% | Reduce -3.7% | 63,620 | $6.8M |
| Elmwood Wealth Management, Inc. | 2.32% | Reduce -2.9% | 61,423 | $6.6M |
| Single Point Partners, LLC | 1.32% | Add +14.2% | 60,855 | $6.5M |
| Diversified Portfolios, Inc. | 0.57% | No change | 60,557 | $6.5M |
| Glenview Trust Co | 0.10% | Add +8.4% | 60,041 | $6.4M |
| Chesley Taft & Associates LLC | 0.27% | Reduce -8.4% | 59,577 | $6.4M |
| Avantax Planning Partners, Inc. | 0.18% | Reduce -3.2% | 59,171 | $6.3M |
| Wealthcare Advisory Partners LLC | 0.13% | Add +18.2% | 58,023 | $6.2M |
| Morton Brown Family Wealth, LLC | 1.77% | Reduce -3.5% | 57,714 | $6.2M |
| Tower Research Capital LLC (TRC) | 0.17% | Reduce -20.9% | 57,480 | $6.1M |
| Regions Financial Corp. | 0.04% | Add +37.8% | 55,409 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +8.8% | 53,403 | $5.7M |
| Life Planning Partners, Inc | 4.14% | Add +3.2% | 53,148 | $5.7M |
| Signet Financial Management, LLC | 0.65% | Add +4.8% | 52,715 | $5.6M |
| Voisard Asset Management Group, Inc. | 1.30% | Add +3.7% | 52,688 | $5.6M |
| Assetmark, Inc. | 0.01% | Add +4.4% | 52,534 | $5.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.11% | Add +2.0% | 52,105 | $5.6M |
| Pine Harbor Wealth Management, LLC | 1.74% | Add +38.7% | 50,811 | $5.4M |
| Waverly Advisors, LLC | 0.05% | Reduce -0.9% | 50,788 | $5.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +25.5% | 50,742 | $5.4M |
| Rockwood Wealth Management, LLC | 0.42% | Reduce -0.7% | 49,127 | $5.2M |
| Anderson Hoagland & Co. | 0.46% | Add +0.6% | 47,962 | $5.1M |
| Presilium Private Wealth, LLC | 0.97% | Add +6.5% | 47,886 | $5.1M |
| Fisher Asset Management | 0.00% | Add +6.7% | 47,694 | $5.1M |
| Allstate Corp. | 0.12% | Add +130.1% | 47,500 | $5.1M |
| XML Financial, LLC | 0.41% | Add +1322.4% | 47,081 | $5.0M |
| Lindenwold Advisors, INC | 2.36% | Add +7.2% | 46,816 | $5.0M |
| McNamara Financial Services, Inc. | 0.93% | Add +0.8% | 46,807 | $5.0M |
| Prospera Financial Services Inc | 0.09% | Add +3.5% | 46,762 | $5.0M |
| Tobias Financial Advisors, Inc. | 0.76% | Reduce -9.0% | 46,730 | $5.0M |
| Durante & Waters, LLC | 3.66% | Add +8.8% | 46,598 | $5.0M |
| Private Wealth Management Group, LLC | 1.37% | Add +0.7% | 46,516 | $5.0M |
| Truist Financial Corp. | 0.01% | Add +5.0% | 46,353 | $4.9M |
| Sentinel Wealth Management, Inc. | 4.28% | Reduce -10.0% | 46,196 | $4.9M |
| Patten Group, Inc. | 0.96% | Reduce -2.9% | 45,972 | $4.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.9% | 45,960 | $4.9M |
| Cwm, LLC | 0.01% | Reduce -0.5% | 45,038 | $4.8M |
| Angeles Wealth Management, LLC | 0.29% | Reduce -11.9% | 45,034 | $4.8M |
| First American Trust, FSB | 0.34% | Reduce -1.7% | 44,295 | $4.7M |
| Phillips Financial Management, LLC | 0.31% | Add +5.0% | 43,587 | $4.7M |
| Coldstream Capital Management Inc. | 0.06% | Add +0.8% | 43,498 | $4.6M |
| Eagle Rock Investment Company, LLC | 0.69% | Add +0.1% | 43,052 | $4.6M |
| Perigon Wealth Management, LLC | 0.09% | Add +34.3% | 41,613 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +71.9% | 41,148 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Reduce -15.6% | 41,112 | $4.4M |
| Elequin Capital, LP | 0.37% | New | 40,790 | $4.4M |
| Invested Advisors | 6.24% | — | 40,600 | $4.3M |
| Mayflower Financial Advisors, LLC | 0.54% | Reduce -2.6% | 39,943 | $4.3M |
| Fairview Capital Investment Management, LLC | 0.22% | Reduce -2.5% | 39,850 | $4.3M |
| Joel Isaacson & Co., LLC | 0.15% | Reduce -0.2% | 39,325 | $4.2M |
| Apex Wealth Management, LLC | 3.00% | Add +11.0% | 39,242 | $4.2M |
| Baron Financial Group, LLC | 2.29% | Reduce -0.3% | 39,095 | $4.2M |
| Valmark Advisers, Inc. | 0.05% | Reduce -1.9% | 38,832 | $4.1M |
| Symmetry Partners, LLC | 0.44% | Add +2.1% | 38,216 | $4.1M |
| Manhattan West Asset Management, LLC | 0.86% | Reduce -0.6% | 37,945 | $4.1M |
| Curbstone Financial Management Corp | 0.78% | Add +0.8% | 37,910 | $4.0M |
| MBM Wealth Consultants, LLC | 1.00% | Add +0.0% | 37,623 | $4.0M |
| Brown, Lisle/Cummings, Inc. | 1.02% | No change | 37,237 | $4.0M |
| Syntegra Private Wealth Group, LLC | 0.37% | Add +116.9% | 36,991 | $3.9M |
| German American Bancorp, Inc. | 0.35% | Add +18.1% | 36,643 | $3.9M |
| Mullooly Asset Management, Inc. | 1.49% | Add +0.8% | 36,497 | $3.9M |
| K2 Financial Inc. | 3.12% | Add +0.7% | 36,405 | $3.9M |
| AMG National Trust Bank | 0.09% | Add +3.2% | 36,164 | $3.9M |
| NewEdge Wealth, LLC | 0.06% | Add +8.6% | 36,230 | $3.8M |
| Factor Wealth Management LTD | 0.93% | Add +3.9% | 34,945 | $3.7M |
| Natixis Advisors, LLC | 0.01% | Reduce -6.8% | 34,941 | $3.7M |
| Johnson Bixby & Associates, LLC | 0.47% | Add +3.7% | 34,360 | $3.7M |
| Blair William & Co. | 0.01% | Reduce -0.8% | 34,259 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +2.4% | 34,145 | $3.6M |
| Signal Tree Financial Partners LLC | 2.87% | Add +3.3% | 33,982 | $3.6M |
| Founders Grove Wealth Partners, LLC | 0.84% | Reduce -27.1% | 33,512 | $3.6M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +0.3% | 33,040 | $3.5M |
| Charles Schwab Trust Co | 0.24% | Add +11.9% | 32,834 | $3.5M |
| Meritage Portfolio Management | 0.23% | Reduce -1.3% | 32,606 | $3.5M |
| Clearstead Advisors, LLC | 0.05% | Add +1.8% | 32,347 | $3.5M |
| James Investment Research, Inc. | 0.37% | No change | 31,702 | $3.4M |
| Alhambra Investment Management LLC | 1.59% | Add +2.7% | 31,407 | $3.4M |
| Atria Investments, Inc | 0.04% | Add +8.7% | 31,337 | $3.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.1% | 31,219 | $3.3M |
| Sigma Planning Corp | 0.09% | Reduce -0.5% | 30,833 | $3.3M |
| Legacy Financial Group, Inc. | 0.90% | Reduce -18.5% | 30,619 | $3.3M |
| Wealth Architects, LLC | 0.31% | Add +4.3% | 30,484 | $3.3M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +26.4% | 30,059 | $3.2M |
| Cascade Financial Partners, LLC | 0.37% | Add +3.8% | 29,902 | $3.2M |
| Compound Planning, Inc. | 0.10% | Add +38.3% | 29,890 | $3.2M |
| Naples Global Advisors, LLC | 0.25% | Add +6.8% | 29,740 | $3.2M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +1.4% | 29,588 | $3.2M |
| LJI Wealth Management, LLC | 0.55% | Reduce -1.2% | 29,211 | $3.1M |
| Greenup Street Wealth Management LLC | 0.47% | Reduce -5.2% | 28,890 | $3.1M |
| Choate Investment Advisors | 0.06% | No change | 28,825 | $3.1M |
| Equita Financial Network, Inc. | 1.04% | Add +6.5% | 28,692 | $3.1M |
| Fonville Wealth Management LLC | 0.68% | Add +4.6% | 28,469 | $3.0M |
| Cardiff Park Advisors, LLC | 0.23% | Add +0.2% | 28,306 | $3.0M |
| Highview Capital Management LLC | 1.08% | No change | 27,614 | $2.9M |
| MAI Capital Management | 0.02% | Add +14.7% | 27,592 | $2.9M |
| Spire Wealth Management | 0.10% | Reduce -2.8% | 26,896 | $2.9M |
| Ironwood Wealth Management, LLC. | 0.96% | Reduce -29.4% | 26,777 | $2.9M |
| UMB Bank, n.a. | 0.04% | Add +0.4% | 26,647 | $2.8M |
| Apexium Financial, LP | 0.14% | Add +40.7% | 26,605 | $2.8M |
| Lido Advisors, LLC | 0.01% | Add +213.7% | 26,514 | $2.8M |
| Fiduciary Trust Co | 0.03% | Add +7.5% | 26,474 | $2.8M |
| BCO Wealth Management LLC | 1.78% | Add +9.2% | 25,313 | $2.7M |
| Omega Financial Group, LLC | 0.88% | Reduce -3.7% | 24,385 | $2.6M |
| Bonfire Financial | 1.98% | Add +20.6% | 24,174 | $2.6M |
| Choreo, LLC | 0.03% | Reduce -1.8% | 24,073 | $2.6M |
| Stone Summit Wealth LLC | 0.73% | Reduce -0.2% | 23,982 | $2.6M |
| NDWM LLC | 1.73% | Add +41.0% | 23,845 | $2.5M |
| RFG Advisory, LLC | 0.05% | Add +1.2% | 23,752 | $2.5M |
| Yeomans Consulting Group, Inc. | 0.88% | Add +1.6% | 23,786 | $2.5M |
| Confluence Wealth Services, Inc. | 0.12% | Add +11.5% | 23,646 | $2.5M |
| Crewe Advisors LLC | 0.24% | Add +326.9% | 23,627 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -0.1% | 23,585 | $2.5M |
| Penney Financial, LLC | 1.13% | Add +1.6% | 23,581 | $2.5M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -6.5% | 23,492 | $2.5M |
| FC Advisory LLC | 0.73% | Add +2.4% | 23,332 | $2.5M |
| Unison Advisors LLC | 0.23% | Add +0.0% | 23,267 | $2.5M |
| Aspen Wealth Management LLC | 0.55% | Reduce -13.3% | 23,047 | $2.5M |
| Pineridge Advisors LLC | 0.70% | New | 23,002 | $2.5M |
| Root Financial Partners, LLC | 0.15% | Add +281.7% | 22,916 | $2.4M |
| Narus Financial Partners, LLC | 0.66% | Add +12.9% | 22,725 | $2.4M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -7.4% | 22,722 | $2.4M |
| Safir Wealth Advisors, LLC | 1.70% | Reduce -12.9% | 22,591 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Add +14.4% | 22,547 | $2.4M |
| Rogco, LP | 0.84% | Add +2.8% | 22,266 | $2.4M |
| Kwmg, LLC | 0.21% | Add +2.4% | 22,210 | $2.4M |
| Dynasty Wealth Management, LLC | 0.03% | New | 22,058 | $2.4M |
| Fifth Third Securities, Inc. | 0.16% | Add +1.3% | 21,650 | $2.3M |
| Altiora Financial Group, LLC | 0.42% | Add +10.9% | 21,638 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Add +23.4% | 21,692 | $2.3M |
| SteelPeak Wealth, LLC | 0.08% | Reduce -18.4% | 21,615 | $2.3M |
| McBroom & Associates, LLC | 1.09% | Add +14.4% | 21,553 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.36% | Reduce -0.8% | 21,481 | $2.3M |
| Ally Invest Advisors Inc. | 0.16% | Add +12.1% | 21,443 | $2.3M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -2.4% | 21,401 | $2.3M |
| Legacy Private Trust Co. | 0.14% | Add +27.8% | 21,386 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.67% | Add +0.4% | 21,329 | $2.3M |
| Brewster Financial Planning LLC | 1.43% | Add +36.2% | 21,247 | $2.3M |
| Mayport, LLC | 0.49% | No change | 21,201 | $2.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.5% | 20,957 | $2.2M |
| Principal Securities, Inc. | 0.04% | Reduce -2.8% | 20,547 | $2.2M |
| Lazard Asset Management LLC | 0.00% | New | 20,505 | $2.2M |
| ARK & TLK Investments, LLC | 0.69% | Add +12.6% | 20,469 | $2.2M |
| May Hill Capital, LLC | 0.61% | Reduce -12.1% | 19,620 | $2.1M |
| Carr Financial Group Corp | 0.57% | Add +0.6% | 19,574 | $2.1M |
| Greenspring Advisors, LLC | 0.37% | — | 19,405 | $2.1M |
| Pines Wealth Management, LLC | 0.69% | Add +15.4% | 19,279 | $2.1M |
| Pure Financial Advisors, LLC | 0.03% | Add +40.5% | 19,261 | $2.1M |
| Red Tortoise LLC | 0.90% | Reduce -1.3% | 19,161 | $2.0M |
| KFA Private Wealth Group, LLC | 0.58% | Add +16.5% | 19,070 | $2.0M |
| Ade, LLC | 1.03% | Reduce -3.3% | 19,070 | $2.0M |
| Wiser Wealth Management, Inc | 0.46% | Add +21.6% | 18,815 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +1.9% | 18,693 | $2.0M |
| Midwestern Financial, LLC | 1.71% | Add +0.2% | 18,664 | $2.0M |
| Heartwood Wealth Advisors LLC | 0.18% | Reduce -81.1% | 18,479 | $2.0M |
| FLC Capital Advisors | 0.38% | Add +0.2% | 18,440 | $2.0M |
| Per Stirling Capital Management, LLC. | 0.23% | Add +1.4% | 18,393 | $2.0M |
| Simon Quick Advisors, LLC | 0.09% | Reduce -11.5% | 18,345 | $2.0M |
| Smith Thornton Advisors LLC | 1.02% | Add +0.3% | 18,222 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.14% | Add +1.1% | 18,119 | $1.9M |
| Allegheny Financial Group | 0.36% | Add +0.1% | 18,066 | $1.9M |
| FMR LLC | 0.00% | Add +41.3% | 18,001 | $1.9M |
| Rehmann Capital Advisory Group | 0.11% | Add +12.4% | 17,985 | $1.9M |
| Avant Financial Advisors LLC | 1.44% | Add +19.1% | 17,855 | $1.9M |
| Bessemer Group Inc. | 0.00% | No change | 17,696 | $1.9M |
| First Heartland Consultants, Inc. | 0.15% | Add +36.6% | 17,656 | $1.9M |
| Hobart Private Capital, LLC | 0.39% | Add +33.0% | 17,623 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Add +6.7% | 17,614 | $1.9M |
| Juncture Wealth Strategies, LLC | 0.63% | Add +9.4% | 17,571 | $1.9M |
| Evensky & Katz LLC | 0.11% | Reduce -9.4% | 17,551 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -2.3% | 17,429 | $1.9M |
| Foronjy Financial LLC | 0.81% | Reduce -2.5% | 17,347 | $1.9M |
| Trivium Point Advisory, LLC | 0.19% | Add +6.5% | 17,250 | $1.8M |
| Accredited Investor Services, LLC | 1.27% | No change | 17,239 | $1.8M |
| 1620 Investment Advisors, Inc. | 1.25% | Reduce -9.5% | 17,184 | $1.8M |
| Apeiron RIA LLC | 0.41% | Reduce -1.4% | 17,089 | $1.8M |
| Bridge Generations Wealth Management LLC | 1.21% | Reduce -5.5% | 17,025 | $1.8M |
| Modern Wealth Management, LLC | 0.04% | Add +210.9% | 16,837 | $1.8M |
| Advus Financial Partners, LLC | 0.43% | Reduce -4.0% | 16,766 | $1.8M |
| Journey Strategic Wealth LLC | 0.05% | Add +2.8% | 16,695 | $1.8M |
| Bangor Savings Bank | 0.15% | Add +0.4% | 16,614 | $1.8M |
| Advisory Alpha, LLC | 0.05% | Add +7.4% | 16,416 | $1.8M |
| Smith & Howard Wealth Management, LLC | 0.41% | Reduce -28.5% | 16,346 | $1.7M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.1% | 16,316 | $1.7M |
| Wedmont Private Capital | 0.06% | Add +1.4% | 16,293 | $1.7M |
| Sigma Investment Counselors Inc. | 0.09% | Reduce -10.9% | 16,235 | $1.7M |
| Meridian Wealth Management, LLC | 0.07% | Add +9.4% | 15,970 | $1.7M |
| New Vernon Capital Holdings II LLC | 0.77% | No change | 15,674 | $1.7M |
| IAM Advisory, LLC | 0.38% | Reduce -0.6% | 15,653 | $1.7M |
| McNaughton Wealth Management, LLC | 0.70% | Add +2.7% | 15,585 | $1.7M |
| Cypress Capital Group | 0.20% | Add +1.5% | 15,540 | $1.7M |
| Redhawk Wealth Advisors, Inc. | 0.19% | Add +30.7% | 15,531 | $1.7M |
| Roth Financial Partners LLC | 0.55% | Add +11.4% | 15,405 | $1.6M |
| Olde Wealth Management, LLC | 0.50% | — | 15,362 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.06% | Reduce -16.1% | 15,217 | $1.6M |
| Soltis Investment Advisors LLC | 0.11% | Reduce -5.2% | 15,057 | $1.6M |
| Greenwood Gearhart LLC | 0.09% | No change | 15,000 | $1.6M |
| L.K. Benson & Company, P.C. | 0.86% | Add +2.9% | 14,926 | $1.6M |
| Main Line Retirement Advisors, LLC | 0.81% | Reduce -1.0% | 14,767 | $1.6M |
| Seaside Wealth Management, Inc. | 0.47% | Add +8.1% | 14,726 | $1.6M |
| Destination Wealth Management | 0.04% | Add +12.5% | 14,488 | $1.5M |
| Chicago Partners Investment Group LLC | 0.04% | Reduce -1.3% | 14,284 | $1.5M |
| Smithbridge Asset Management Inc. | 0.22% | New | 14,092 | $1.5M |
| Wescott Financial Advisory Group, LLC | 0.13% | Add +0.6% | 14,014 | $1.5M |
| IFG Advisors, LLC | 0.24% | Add +19.9% | 13,692 | $1.5M |
| Godshalk Welsh Capital Management, Inc. | 0.83% | No change | 13,625 | $1.5M |
| Maryland Capital Advisors Inc. | 0.52% | Reduce -0.5% | 13,564 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -93.3% | 13,550 | $1.4M |
| American National Bank & Trust | 0.14% | No change | 13,547 | $1.4M |
| True Link Financial Advisors, LLC | 0.09% | No change | 13,470 | $1.4M |
| Certior Financial Group, LLC | 0.97% | Add +5.2% | 13,366 | $1.4M |
| FSM Wealth Advisors, LLC | 0.20% | Add +0.9% | 13,360 | $1.4M |
| Rockbridge Investment Management, LCC | 0.14% | No change | 13,254 | $1.4M |
| Kings Path Partners LLC | 0.52% | Add +10.2% | 13,218 | $1.4M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | No change | 13,185 | $1.4M |
| Stewardship Advisors, LLC | 0.33% | Add +29.6% | 13,135 | $1.4M |
| Plancorp, LLC | 0.04% | Reduce -21.7% | 13,118 | $1.4M |
| RCS Financial Planning, LLC | 0.62% | Add +22.3% | 13,065 | $1.4M |
| Strategic Blueprint, LLC | 0.06% | Add +73.7% | 12,955 | $1.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.32% | No change | 12,911 | $1.4M |
| Orin Green Financial, LLC | 0.55% | Reduce -19.8% | 12,910 | $1.4M |
| Running Point Capital Advisors, LLC | 0.37% | Add +1.1% | 12,814 | $1.4M |
| Financial Strategies Group, Inc. | 0.26% | Add +2.1% | 12,822 | $1.4M |
| GenTrust, LLC | 0.06% | Reduce -7.4% | 12,706 | $1.4M |
| White Lighthouse Investment Management Inc. | 0.21% | No change | 12,636 | $1.3M |
| Nwam LLC | 0.07% | Add +0.3% | 12,555 | $1.3M |
| McAdam, LLC | 0.07% | Reduce -13.4% | 12,495 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -1.4% | 12,485 | $1.3M |
| Colton Groome Financial Advisors, LLC | 0.41% | Add +5.8% | 12,416 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Add +0.4% | 12,311 | $1.3M |
| Evernest Financial Advisors, LLC | 0.37% | Add +4.0% | 12,248 | $1.3M |
| Human Investing LLC | 0.19% | Reduce -5.8% | 12,226 | $1.3M |
| Timonier Family Office, LTD. | 0.43% | Add +34.2% | 12,215 | $1.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0.48% | Add +0.4% | 12,206 | $1.3M |
| Premier Path Wealth Partners, LLC | 0.17% | Reduce -34.2% | 12,146 | $1.3M |
| Rosenberg Matthew Hamilton | 0.28% | Add +35.1% | 12,068 | $1.3M |
| Orange Investment Advisors, Inc. | 0.13% | Add +6.9% | 12,053 | $1.3M |
| Avid Wealth Partners LLC | 0.63% | Reduce -1.9% | 11,842 | $1.3M |
| Parallel Advisors, LLC | 0.02% | Reduce -13.2% | 11,716 | $1.3M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -3.0% | 11,606 | $1.2M |
| Vertex Planning Partners, LLC | 0.24% | Add +5.5% | 11,550 | $1.2M |
| Montag A & Associates Inc. | 0.06% | Add +0.0% | 11,485 | $1.2M |
| Boltwood Capital Management | 0.33% | Add +6.5% | 11,435 | $1.2M |
| BlackRock, Inc. | 0.00% | Reduce -1.6% | 11,412 | $1.2M |
| Intergy Private Wealth, LLC | 0.38% | Add +1.5% | 11,326 | $1.2M |
| Dynamic Wealth Strategies, LLC | 0.80% | Add +4.0% | 11,215 | $1.2M |
| Becker Capital Management Inc. | 0.03% | Reduce -0.1% | 11,110 | $1.2M |
| First National Trust Co | 0.04% | Reduce -4.3% | 11,041 | $1.2M |
| Pinney & Scofield, Inc. | 0.73% | Reduce -4.1% | 10,985 | $1.2M |
| Axxcess Wealth Management, LLC | 0.02% | Add +136.8% | 10,968 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +35.3% | 10,910 | $1.2M |
| Bull Street Advisors, LLC | 0.54% | No change | 10,825 | $1.2M |
| CX Institutional | 0.03% | Add +19.7% | 10,521 | $1.1M |
| Tompkins Financial Corp. | 0.09% | Reduce -61.2% | 10,467 | $1.1M |
| Exchange Bank | 0.77% | No change | 10,435 | $1.1M |
| Diversified Enterprises, LLC | 0.07% | Add +0.7% | 10,401 | $1.1M |
| Brighton Jones LLC | 0.03% | Add +32.7% | 10,392 | $1.1M |
| United Advisor Group, LLC | 0.15% | Add +8.1% | 10,315 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | Reduce -0.1% | 10,220 | $1.1M |
| Sunbeam Capital Management, LLC | 0.68% | Add +0.0% | 10,206 | $1.1M |
| IFP Advisors, Inc | 0.03% | Add +21.4% | 10,201 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -4.3% | 10,148 | $1.1M |
| Wealthcare Capital Management LLC | 0.11% | New | 10,129 | $1.1M |
| TruNorth Capital Management, LLC | 0.21% | No change | 10,070 | $1.1M |
| MainStreet Investment Advisors LLC | 0.14% | Add +7.8% | 10,069 | $1.1M |
| Scott Capital Advisors, LLC | 0.24% | Add +7.9% | 10,052 | $1.1M |
| Sax Wealth Advisors, LLC | 0.06% | Add +38.2% | 9,977 | $1.1M |
| Cosner Financial Group, LLC | 0.57% | No change | 9,977 | $1.1M |
| American Wealth Advisors, LLC | 1.05% | — | 9,963 | $1.1M |
| Creative Financial Designs Inc. | 0.07% | Add +14.1% | 9,902 | $1.1M |
| Keebeck Wealth Management | 0.12% | Reduce -7.3% | 9,807 | $1.0M |
| Zacks Investment Management | 0.01% | Add +35.2% | 9,672 | $1.0M |
| CVA Family Office, LLC | 0.13% | Add +0.8% | 9,421 | $1.0M |
| Shore Point Advisors, LLC | 0.44% | Add +1.7% | 9,291 | $992K |
| CGN Advisors LLC | 0.08% | Reduce -1.4% | 9,273 | $990K |
| RiverFront Investment Group, LLC | 0.02% | Add +17.3% | 9,271 | $990K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -57.6% | 9,246 | $987K |
| Ethos Financial Group, LLC | 0.08% | Add +1.7% | 9,228 | $985K |
| Brown Advisory Inc. | 0.00% | Add +218.4% | 9,184 | $981K |
| Keybank National Association | 0.00% | No change | 9,145 | $977K |
| Physician Wealth Advisors, Inc. | 0.14% | Add +0.1% | 9,124 | $974K |
| ORG Partners LLC | 0.18% | Reduce -0.4% | 9,149 | $974K |
| Cornerstone Financial Group, LLC | 0.75% | Reduce -1.4% | 9,102 | $972K |
| Envision Financial LLC | 0.56% | Add +117.8% | 9,091 | $971K |
| C M Bidwell & Associates Ltd. | 0.47% | Add +3.8% | 9,059 | $967K |
| Rinkey Investments | 0.26% | New | 9,058 | $967K |
| Sonata Capital Group Inc. | 0.36% | Add +16.8% | 9,036 | $965K |
| Berger Financial Group, Inc | 0.06% | Add +81.1% | 8,977 | $959K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +0.9% | 8,824 | $942K |
| St Germain D J Co. Inc. | 0.04% | Add +3.1% | 8,812 | $941K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 8,817 | $941K |
| ARS Wealth Advisors Group, LLC | 0.09% | No change | 8,800 | $940K |
| BWM Planning, LLC | 0.28% | Add +19.8% | 8,726 | $932K |
| Amplius Wealth Advisors, LLC | 0.08% | Reduce -26.3% | 8,708 | $930K |
| Prairiewood Capital, LLC | 0.31% | Add +4.3% | 8,677 | $927K |
| Chatham Capital Group, Inc. | 0.13% | No change | 8,675 | $926K |
| Benjamin Edwards Inc. | 0.01% | Add +31.5% | 8,652 | $926K |
| Rock Point Advisors, LLC | 0.24% | Add +15.3% | 8,639 | $922K |
| TriaGen Wealth Management LLC | 0.24% | No change | 8,541 | $912K |
| Discipline Wealth Solutions, LLC | 0.24% | Add +22.4% | 8,437 | $901K |
| Postrock Partners LLC | 0.40% | No change | 8,400 | $897K |
| New World Advisors LLC | 0.16% | Reduce -16.2% | 8,315 | $888K |
| Dravo Bay LLC | 0.39% | Add +11.6% | 8,312 | $888K |
| Waldron Private Wealth LLC | 0.04% | Add +24.0% | 8,279 | $884K |
| Objective Capital Management, LLC | 0.91% | Add +2.3% | 8,269 | $883K |
| Summit Financial, LLC | 0.01% | Reduce -34.9% | 8,268 | $883K |
| Linscomb Wealth, Inc. | 0.04% | Add +7.9% | 8,227 | $878K |
| Gradient Investments LLC | 0.01% | Add +60.3% | 8,207 | $876K |
| Aviance Capital Partners, LLC | 0.10% | Reduce -0.3% | 8,166 | $872K |
| Clarus Group, Inc. | 0.30% | Reduce -17.9% | 8,117 | $867K |
| Certus Wealth Management, LLC | 0.51% | Reduce -25.0% | 8,050 | $860K |
| Investment Partners, LTD. | 0.30% | Add +17.9% | 8,018 | $856K |
| Joel Adams & Associates, Inc. | 0.69% | Reduce -6.0% | 7,963 | $850K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +43.0% | 7,958 | $850K |
| NBT Bank, N.A. | 0.06% | No change | 7,955 | $849K |
| Edgemoor Investment Advisors, Inc. | 0.07% | Reduce -10.2% | 7,953 | $849K |
| Austin Private Wealth, LLC | 0.07% | Reduce -31.7% | 7,930 | $847K |
| First Affirmative Financial Network | 0.40% | Add +0.5% | 7,925 | $846K |
| Triad Wealth Partners, LLC | 0.11% | Add +33.1% | 7,925 | $846K |
| Plum Street Advisors, LLC | 0.32% | Add +4.7% | 7,872 | $841K |
| Aletheian Wealth Advisors LLC | 0.39% | Reduce -1.0% | 7,841 | $837K |
| IFG Advisory, LLC | 0.04% | Add +2.4% | 7,786 | $831K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -6.1% | 7,714 | $824K |
| Patten & Patten Inc. | 0.05% | Reduce -17.1% | 7,620 | $814K |
| Cary Street Partners Financial LLC | 0.02% | No change | 7,606 | $812K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.80% | No change | 7,593 | $811K |
| Vista Investment Management | 0.28% | No change | 7,588 | $810K |
| Silver Grove Financial Group, Inc. | 0.76% | — | 7,527 | $804K |
| Debussy Capital Management LP | 0.11% | Reduce -40.5% | 7,506 | $801K |
| Total Wealth Planning, LLC | 0.09% | Reduce -4.2% | 7,462 | $797K |
| Harbour Investments, Inc. | 0.02% | Add +32.5% | 7,433 | $794K |
| Smartleaf Asset Management LLC | 0.05% | Reduce -30.9% | 7,390 | $789K |
| LeConte Wealth Management, LLC | 0.53% | Add +38.7% | 7,386 | $789K |
| Garde Capital, Inc. | 0.04% | No change | 7,368 | $787K |
| Trinity Wealth Management, LLC | 0.29% | Add +4.7% | 7,340 | $784K |
| Northern Trust Corp. | 0.00% | Add +224.8% | 7,304 | $780K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +20.2% | 7,293 | $779K |
| Beaumont Financial Advisors, LLC | 0.05% | No change | 7,285 | $778K |
| Continuum Advisory, LLC | 0.08% | Add +8.3% | 7,214 | $770K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +2.0% | 7,096 | $758K |
| Central Pacific Bank - Trust Division | 0.09% | Reduce -11.9% | 7,055 | $753K |
| Westover Capital Advisors, LLC | 0.14% | No change | 6,999 | $747K |
| StoneX Group Inc. | 0.03% | Reduce -11.6% | 6,999 | $747K |
| Archford Capital Strategies, LLC | 0.09% | Add +1.3% | 6,955 | $743K |
| Compass Financial Group, Inc. | 0.33% | Add +1.2% | 6,925 | $739K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +13.8% | 6,891 | $736K |
| Hill Island Financial LLC | 0.18% | Add +2.5% | 6,853 | $732K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +8.0% | 6,829 | $729K |
| Capital Investment Services of America, Inc. | 0.06% | No change | 6,750 | $721K |
| Novem Group | 0.09% | Add +13.5% | 6,739 | $720K |
| Jacobson & Schmitt Advisors, LLC | 0.12% | Reduce -1.8% | 6,705 | $716K |
| Procyon Advisors, LLC | 0.04% | Add +55.5% | 6,705 | $716K |
| Investment Planning Advisors, Inc. | 0.22% | Reduce -4.1% | 6,651 | $710K |
| Dean Investment Associates, LLC | 0.10% | No change | 6,650 | $710K |
| Brady Martz Wealth Solutions, LLC | 0.13% | Reduce -32.1% | 6,569 | $701K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +140.0% | 6,567 | $701K |
| Gould Asset Management LLC | 0.13% | Add +4.2% | 6,565 | $701K |
| VestGen Advisors, LLC | 0.02% | Add +9.9% | 6,553 | $700K |
| Jordan Park Group LLC | 0.04% | Reduce -28.0% | 6,539 | $698K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -7.0% | 6,482 | $692K |
| Equitable Holdings, Inc. | 0.01% | Reduce -8.1% | 6,482 | $692K |
| Strategic Financial Services, Inc. | 0.03% | No change | 6,392 | $683K |
| Hilltop Partners LLC | 0.20% | Add +0.0% | 6,218 | $664K |
| YHB Investment Advisors, Inc. | 0.05% | Reduce -12.5% | 6,165 | $658K |
| Rockport Wealth LLC | 0.13% | Reduce -14.0% | 6,150 | $657K |
| Aspen Wealth Strategies, LLC | 0.37% | Add +3.0% | 6,130 | $655K |
| WJ Wealth Management, LLC | 0.28% | Reduce -52.0% | 6,049 | $644K |
| Neuberger Berman Group LLC | 0.00% | Add +70.4% | 6,030 | $644K |
| Quadrature Capital Ltd | 0.01% | Reduce -90.1% | 5,990 | $639K |
| One Wealth Advisors, LLC | 0.08% | Reduce -5.6% | 5,977 | $638K |
| Parkside Financial Bank & Trust | 0.05% | Add +5.7% | 5,960 | $636K |
| TAGStone Capital, Inc. | 0.25% | Add +0.2% | 5,948 | $635K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Add +14.2% | 5,947 | $635K |
| Code Waechter LLC | 0.41% | Add +0.9% | 5,945 | $635K |
| Citizens & Northern Corp. | 0.16% | No change | 5,929 | $633K |
| Oak Family Advisors, LLC | 0.20% | No change | 5,885 | $628K |
| Orgel Wealth Management, LLC | 0.01% | Add +3.3% | 5,880 | $628K |
| White Pine Capital LLC | 0.18% | Add +43.9% | 5,849 | $625K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +100.2% | 5,839 | $624K |
| Petra Financial Advisors Inc. | 0.36% | Add +4.8% | 5,818 | $621K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -99.0% | 5,753 | $614K |
| Swmg, LLC | 0.19% | Reduce -4.5% | 5,754 | $613K |
| AQR Capital Management | 0.00% | No change | 5,709 | $610K |
| Libra Wealth LLC | 0.18% | No change | 5,699 | $609K |
| Tilson Financial Group, Inc. | 0.20% | Reduce -16.6% | 5,681 | $607K |
| ArborFi Advisors, LLC | 0.49% | Add +20.9% | 5,647 | $603K |
| Efficient Advisors, LLC | 0.03% | Reduce -22.3% | 5,598 | $598K |
| SP Asset Management LLC | 0.05% | Add +0.6% | 5,577 | $596K |
| Wingate Wealth Advisors, Inc. | 0.40% | Reduce -0.8% | 5,434 | $580K |
| Silver Oak Wealth Advisors Services, LLC | 0.38% | No change | 5,411 | $578K |
| Advyzon Investment Management, LLC | 0.10% | New | 5,406 | $577K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 5,383 | $575K |
| Colonial Trust Co / SC | 0.08% | Add +0.2% | 5,376 | $574K |
| Clear Creek Financial Management, LLC | 0.05% | New | 5,341 | $570K |
| Donaldson Capital Management, LLC | 0.02% | No change | 5,297 | $566K |
| Chesapeake Wealth Management | 0.17% | Add +6.1% | 5,250 | $561K |
| Fifth Third Bancorp | 0.00% | Add +101.6% | 5,242 | $560K |
| Synergy Investment Management, LLC | 0.21% | Reduce -15.1% | 5,177 | $553K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -33.2% | 5,168 | $552K |
| WBH Advisory Inc. | 0.04% | Add +0.8% | 5,148 | $550K |
| Rialto Wealth Management, LLC | 0.14% | No change | 5,126 | $547K |
| Princeton Global Asset Management LLC | 0.09% | Reduce -3.9% | 5,120 | $547K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -24.8% | 5,078 | $542K |
| Madison Wealth Partners, Inc | 0.11% | Add +7.9% | 5,066 | $541K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.6% | 5,056 | $540K |
| Flagship Private Wealth, LLC | 0.22% | Add +18.6% | 5,056 | $540K |
| Haverford Trust Co | 0.00% | Add +6.1% | 5,052 | $539K |
| DAVENPORT & Co LLC | 0.00% | Reduce -18.5% | 5,048 | $539K |
| Helium Advisors LLC | 0.45% | Add +1.2% | 5,046 | $539K |
| Colonial Trust Advisors | 0.04% | No change | 5,020 | $536K |
| Hunter Associates Investment Management LLC | 0.07% | No change | 5,000 | $534K |
| Stratos Investment Management, LLC | 0.02% | Reduce -18.9% | 4,982 | $532K |
| Catalyst Financial Partners LLC | 0.06% | Reduce -2.8% | 4,974 | $531K |
| Vise Technologies, Inc. | 0.02% | New | 4,954 | $529K |
| CoreCap Advisors, LLC | 0.02% | Add +0.5% | 4,930 | $526K |
| 1900 Wealth Management LLC | 0.04% | Add +0.1% | 4,928 | $526K |
| FF Advisors,LLC | 0.25% | Reduce -23.0% | 4,912 | $525K |
| Essex Financial Services, Inc. | 0.03% | No change | 4,879 | $521K |
| Global Retirement Partners, LLC | 0.01% | Add +19.3% | 4,797 | $512K |
| W.H. Cornerstone Investments Inc. | 0.31% | Reduce -42.2% | 4,788 | $511K |
| Relyea Zuckerberg Hanson LLC | 0.05% | Add +29.6% | 4,774 | $510K |
| Edgestream Partners, L.P. | 0.01% | Reduce -71.4% | 4,750 | $507K |
| Elevate Wealth Advisory, Inc. | 0.37% | Add +0.8% | 4,749 | $507K |
| Power Wealth Management LLC | 0.18% | Reduce -6.4% | 4,705 | $502K |
| Longview Financial Advisors LLC | 0.29% | Reduce -9.6% | 4,694 | $501K |
| Uniting Wealth Partners, LLC | 0.12% | New | 4,685 | $500K |
| Biltmore Family Office, LLC | 0.07% | New | 4,680 | $500K |
| Croban | 0.33% | Reduce -6.1% | 4,627 | $494K |
| WealthShield Partners, LLC | 0.06% | Reduce -38.4% | 4,626 | $494K |
| Caliber Wealth Management, LLC / KS | 0.05% | Reduce -23.2% | 4,602 | $491K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -24.7% | 4,593 | $490K |
| Berkshire Asset Management LLC | 0.02% | No change | 4,524 | $483K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 4,507 | $481K |
| Capasso Planning Partners LLC | 0.30% | Reduce -12.4% | 4,496 | $480K |
| Cannon Wealth Management Services, LLC | 0.36% | Add +9.2% | 4,494 | $480K |
| Riversedge Advisors, LLC | 0.08% | Add +10.3% | 4,492 | $480K |
| Csenge Advisory Group | 0.02% | Reduce -14.8% | 4,401 | $470K |
| Tru Independence Asset Management 2, LLC | 0.31% | No change | 4,387 | $468K |
| &partners | 0.00% | Reduce -75.7% | 4,384 | $468K |
| Armor Investment Advisors, LLC | 0.15% | Add +6.2% | 4,374 | $467K |
| Endeavor Private Wealth, Inc. | 0.14% | New | 4,359 | $465K |
| Wealthcare Capital Partners, LLC | 0.21% | Add +16.1% | 4,353 | $465K |
| L. Roy Papp & Associates, LLP | 0.05% | No change | 4,350 | $464K |
| LaFleur & Godfrey LLC | 0.06% | No change | 4,310 | $460K |
| Boston Trust Walden Corp | 0.00% | New | 4,281 | $457K |
| Foster & Motley Inc. | 0.02% | Add +15.9% | 4,277 | $457K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -0.6% | 4,265 | $455K |
| Cherry Tree Wealth Management, LLC | 0.10% | No change | 4,255 | $454K |
| Stephens Inc. | 0.01% | Reduce -0.2% | 4,243 | $453K |
| Capital Analysts, LLC | 0.01% | Add +0.5% | 4,246 | $453K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 4,239 | $453K |
| Marshall Financial Group, LLC | 0.09% | No change | 4,160 | $444K |
| BCGM Wealth Management, LLC | 0.12% | Add +0.4% | 4,143 | $442K |
| Jessup Wealth Management, Inc | 0.16% | No change | 4,132 | $441K |
| Alliancebernstein L.P. | 0.00% | New | 4,120 | $440K |
| Full Sail Capital, LLC | 0.02% | New | 4,110 | $439K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.5% | 4,076 | $435K |
| Team Financial Group, LLC | 0.20% | Add +0.3% | 4,032 | $431K |
| HCR Wealth Advisors | 0.04% | No change | 4,000 | $427K |
| Investments & Financial Planning, LLC | 0.23% | Add +49.9% | 3,990 | $426K |
| Waller Financial Planning Group, Inc. | 0.10% | Reduce -0.8% | 3,969 | $424K |
| Summit Wealth Partners, LLC | 0.08% | Add +15.3% | 3,949 | $422K |
| Aerodigm Wealth, LLC | 0.18% | No change | 3,950 | $421K |
| Mezzasalma Advisors, LLC | 0.11% | Reduce -4.5% | 3,932 | $420K |
| Accurate Wealth Management, LLC | 0.06% | Reduce -22.7% | 3,887 | $415K |
| WPG Advisers, LLC | 0.32% | Reduce -8.7% | 3,883 | $415K |
| Bernardo Wealth Planning LLC | 0.08% | Reduce -0.8% | 3,856 | $412K |
| Traction Financial Partners, LLC | 0.25% | No change | 3,801 | $406K |
| South Plains Financial, Inc. | 0.25% | No change | 3,796 | $405K |
| Warner Financial, Inc. | 0.15% | No change | 3,784 | $404K |
| Probity Advisors, Inc. | 0.07% | Reduce -1.3% | 3,775 | $403K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -36.7% | 3,768 | $402K |
| Whittier Trust Co. | 0.00% | Reduce -25.6% | 3,764 | $402K |
| Cannon Financial Strategists, Inc. | 0.06% | No change | 3,738 | $399K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,735 | $399K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -4.0% | 3,705 | $396K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -0.1% | 3,687 | $394K |
| Balanced Rock Investment Advisors LLC | 0.29% | Add +4.8% | 3,684 | $393K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +166.6% | 3,679 | $393K |
| Stephen J. Garry & Associates, LLC | 0.31% | No change | 3,667 | $392K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +14.1% | 3,665 | $391K |
| Sage Financial Management Group, Inc. | 0.12% | Add +15.0% | 3,647 | $389K |
| Capstone Capital LLC | 0.26% | Reduce -6.0% | 3,632 | $388K |
| Liberty Square Wealth Partners LLC | 0.12% | No change | 3,630 | $388K |
| Gibbs Wealth Management | 0.09% | Reduce -22.4% | 3,582 | $382K |
| Collaborative Wealth Managment Inc. | 0.15% | Add +0.1% | 3,561 | $380K |
| Lokken Investment Group LLC | 0.13% | New | 3,555 | $380K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 3,540 | $376K |
| Rodgers & Associates, LTD | 0.04% | Add +10.0% | 3,519 | $376K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 3,504 | $374K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,501 | $373K |
| PFG Advisors | 0.02% | New | 3,472 | $371K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -31.8% | 3,431 | $366K |
| Hayek Kallen Investment Management | 0.12% | No change | 3,425 | $366K |
| Park Place Capital Corp | 0.08% | Reduce -15.8% | 3,414 | $365K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -31.0% | 3,409 | $364K |
| Maia Wealth LLC | 0.06% | Reduce -23.4% | 3,409 | $363K |
| Heritage Wealth Management, Inc. | 0.24% | Reduce -0.9% | 3,340 | $357K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 3,358 | $357K |
| Private Wealth Asset Management, LLC | 0.04% | Add +26.8% | 3,297 | $352K |
| Traveka Wealth, LLC | 0.16% | No change | 3,296 | $352K |
| Kathleen S. Wright Associates Inc. | 0.13% | Add +0.0% | 3,294 | $352K |
| Tsfg, LLC | 0.06% | Add +1.5% | 3,287 | $351K |
| Riverbend Wealth Management, LLC | 0.24% | No change | 3,285 | $351K |
| Wealth Effects LLC | 0.11% | Add +33.1% | 3,243 | $346K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +0.6% | 3,178 | $339K |
| Midwest Trust Co | 0.00% | Reduce -7.3% | 3,171 | $339K |
| XY Planning Network, Inc. | 0.11% | No change | 3,156 | $336K |
| Foster Group, Inc. | 0.01% | Add +0.8% | 3,123 | $333K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.5% | 3,109 | $332K |
| Ballast Advisors LLC | 0.09% | Reduce -5.3% | 3,094 | $330K |
| Pure Portfolios Holdings LLC | 0.10% | Add +0.6% | 3,054 | $326K |
| Blue Trust, Inc. | 0.00% | Add +0.5% | 3,039 | $325K |
| High Falls Advisors, Inc | 0.07% | Reduce -10.7% | 3,024 | $323K |
| CAP Partners, LLC | 0.18% | Add +2.8% | 3,023 | $323K |
| Wealthspire Retirement, LLC | 0.02% | No change | 3,005 | $321K |
| Busey Bank | 0.01% | No change | 3,000 | $320K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $320K |
| HB Wealth Management, LLC | 0.00% | No change | 3,000 | $320K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $320K |
| Lanark Financial, Inc. | 0.02% | No change | 2,990 | $319K |
| Two West Capital Advisors LLC | 0.19% | New | 2,990 | $318K |
| Alta Wealth Advisors LLC | 0.11% | No change | 2,966 | $317K |
| Wise Wealth Partners | 0.48% | Add +0.6% | 2,956 | $316K |
| Atlas Legacy Advisors, LLC | 0.06% | Reduce -0.4% | 2,945 | $314K |
| Legacy Financial Strategies, LLC | 0.06% | Add +0.2% | 2,945 | $314K |
| Integris Wealth Management, LLC | 0.08% | No change | 2,927 | $313K |
| Valeo Financial Advisors, LLC | 0.01% | Add +15.4% | 2,923 | $312K |
| Kovack Advisors, Inc. | 0.03% | No change | 2,916 | $311K |
| Washington Trust Bank | 0.02% | Reduce -37.1% | 2,885 | $308K |
| 1834 Investment Advisors Co. | 0.04% | Reduce -22.4% | 2,880 | $308K |
| Two Sigma Securities, LLC | 0.04% | New | 2,851 | $304K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,851 | $304K |
| Diversify Advisory Services, LLC | 0.01% | Add +5.7% | 2,860 | $304K |
| Oppenheimer & Co. Inc. | 0.00% | Add +11.2% | 2,836 | $303K |
| Coordinated Financial Services, Inc. | 0.20% | Add +5.9% | 2,816 | $301K |
| Venturi Wealth Management, LLC | 0.01% | Add +6.5% | 2,805 | $300K |
| CreativeOne Wealth, LLC | 0.01% | New | 2,781 | $297K |
| Morris Financial Concepts, Inc. | 0.11% | Add +2.9% | 2,730 | $292K |
| Hills Bank & Trust Co | 0.02% | No change | 2,702 | $289K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | Reduce -0.2% | 2,689 | $287K |
| Keyvantage Wealth, LLC | 0.12% | No change | 2,685 | $287K |
| Lansing Street Advisors | 0.08% | Add +5.9% | 2,684 | $287K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +26.8% | 2,678 | $286K |
| Mattern Capital Management, LLC | 0.03% | Reduce -0.3% | 2,663 | $284K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Add +20.1% | 2,654 | $283K |
| Agate Pass Investment Management, LLC | 0.11% | Reduce -13.3% | 2,641 | $282K |
| Essential Planning, LLC. | 0.10% | No change | 2,640 | $282K |
| Flagstar Securities, Inc. | 0.09% | Reduce -67.9% | 2,637 | $282K |
| AE Wealth Management LLC | 0.00% | Reduce -16.3% | 2,637 | $282K |
| Portfolio Design Labs, LLC | 0.05% | Reduce -14.9% | 2,605 | $278K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +0.0% | 2,592 | $277K |
| Lockerman Financial Group, Inc. | 0.35% | Add +1.6% | 2,579 | $275K |
| Arkadios Wealth Advisors | 0.01% | New | 2,570 | $274K |
| VERITY Wealth Advisors | 0.17% | No change | 2,568 | $274K |
| Sutton Place Investors LLC | 0.16% | Add +0.0% | 2,559 | $273K |
| Hidden Cove Wealth Management, LLC | 0.18% | New | 2,545 | $272K |
| TruWealth Advisors, LLC | 0.01% | Add +2.6% | 2,522 | $269K |
| Flaharty Asset Management, LLC | 0.03% | Add +5.8% | 2,506 | $268K |
| Sovereign Financial Group, Inc. | 0.05% | New | 2,501 | $267K |
| Proffitt & Goodson Inc. | 0.04% | Add +1.0% | 2,485 | $265K |
| Main Street Financial Solutions, LLC | 0.02% | Add +19.6% | 2,480 | $265K |
| First Community Trust NA | 0.20% | Reduce -7.9% | 2,461 | $263K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 2,452 | $262K |
| Firestone Capital Management | 0.06% | Add +0.6% | 2,444 | $261K |
| Awm Capital, LLC | 0.02% | Add +0.2% | 2,423 | $259K |
| Wellspring Financial Advisors, LLC | 0.02% | New | 2,410 | $257K |
| Calton & Associates, Inc. | 0.04% | New | 2,404 | $257K |
| IHT Wealth Management, LLC | 0.01% | Reduce -11.6% | 2,399 | $256K |
| Lodestone Wealth Management LLC | 0.12% | No change | 2,398 | $256K |
| Nautilus Advisors LLC | 0.17% | No change | 2,370 | $253K |
| Trust Co | 0.03% | Add +62.7% | 2,357 | $252K |
| Winthrop Advisory Group LLC | 0.02% | Add +5.4% | 2,351 | $251K |
| Sowell Financial Services LLC | 0.01% | Reduce -12.1% | 2,347 | $251K |
| Mission Wealth Management, LP | 0.01% | New | 2,346 | $251K |
| Cyr Financial Inc. | 0.17% | Reduce -0.3% | 2,336 | $249K |
| Jaffetilchin Investment Partners, LLC | 0.01% | No change | 2,317 | $247K |
| Embree Financial Group | 0.03% | Add +0.4% | 2,312 | $247K |
| Brighton Securities Corp. | 0.13% | Reduce -20.7% | 2,307 | $246K |
| BCS Wealth Management | 0.06% | No change | 2,292 | $245K |
| White & Co Financial Planning Inc | 0.18% | Add +0.8% | 2,277 | $243K |
| Guardian Asset Advisors, LLC | 0.13% | Reduce -38.6% | 2,271 | $243K |
| Sapient Capital LLC | 0.00% | No change | 2,264 | $242K |
| North Star Investment Management Corp. | 0.02% | New | 2,250 | $240K |
| Arete Wealth Advisors, LLC | 0.01% | No change | 2,240 | $239K |
| Wealth Advisory Solutions, LLC | 0.06% | Add +0.9% | 2,222 | $237K |
| Fiduciary Financial Group, LLC | 0.04% | No change | 2,202 | $235K |
| First Horizon Corp. | 0.01% | — | 2,201 | $235K |
| Accredited Wealth Management, LLC | 0.17% | Reduce -97.5% | 52 | $234K |
| Strive Asset Management, LLC | 0.13% | Reduce -19.7% | 2,180 | $233K |
| Eagle Strategies LLC | 0.03% | Add +9.5% | 2,173 | $232K |
| Westside Investment Management, Inc. | 0.04% | New | 2,172 | $232K |
| Gemmer Asset Management LLC | 0.02% | Add +0.6% | 2,105 | $225K |
| Morgan Dempsey Capital Management LLC | 0.10% | No change | 2,080 | $222K |
| West Michigan Advisors, LLC | 0.05% | Reduce -34.8% | 2,057 | $220K |
| HORAN Wealth, LLC | 0.03% | New | 2,045 | $218K |
| Western Wealth Management, LLC | 0.01% | New | 2,036 | $217K |
| Wealth Dimensions Group, Ltd. | 0.04% | No change | 2,035 | $217K |
| Private Client Services, LLC | 0.07% | Reduce -70.5% | 2,031 | $217K |
| VCI Wealth Management LLC | 0.06% | New | 2,003 | $214K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,000 | $214K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,000 | $214K |
| Goldstone Financial Group, LLC | 0.03% | No change | 1,998 | $213K |
| Keel Point, LLC | 0.01% | Add +1.2% | 1,994 | $213K |
| NTV Asset Management LLC | 0.02% | No change | 1,988 | $212K |
| Napa Wealth Management | 0.10% | No change | 1,974 | $211K |
| First Citizens Bank & Trust Co. | 0.00% | New | 1,972 | $211K |
| Silverlake Wealth Management LLC | 0.05% | Add +0.3% | 1,965 | $210K |
| High Probability Advisors, LLC | 0.03% | No change | 1,950 | $208K |
| My Personal CFO, LLC | 0.08% | New | 1,949 | $208K |
| Foundation Wealth Management, LLC\PA | 0.08% | Reduce -17.7% | 1,949 | $208K |
| Bfsg, LLC | 0.02% | Add +58.3% | 1,944 | $208K |
| Curtis Advisory Group, LLC | 0.05% | Add +0.6% | 1,941 | $207K |
| Uptown Financial Advisors LLC | 0.18% | No change | 1,935 | $207K |
| First Hawaiian Bank | 0.03% | No change | 1,935 | $207K |
| West Paces Advisors Inc. | 0.04% | No change | 1,925 | $206K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -86.2% | 1,907 | $204K |
| Columbus Macro, LLC | 0.02% | Add +0.8% | 1,897 | $203K |
| First Interstate Bank | 0.01% | No change | 1,895 | $202K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -6.3% | 1,883 | $201K |
| Pandora Wealth, Inc. | 0.12% | Reduce -16.3% | 1,800 | $192K |
| Strategic Investment Solutions, Inc. | 0.05% | Reduce -4.2% | 1,677 | $179K |
| Sachetta, LLC | 0.06% | No change | 1,600 | $171K |
| AlphaCore Capital LLC | 0.01% | Add +6.2% | 1,498 | $160K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,427 | $152K |
| Independence Bank of Kentucky | 0.02% | Reduce -3.7% | 1,365 | $146K |
| Atlantic Edge Private Wealth Management, LLC | 0.04% | No change | 1,300 | $139K |
| Integrity Financial Corp | 0.06% | Reduce -0.5% | 1,245 | $133K |
| Private Trust Co. NA | 0.01% | Reduce -34.6% | 1,210 | $129K |
| Rossby Financial, LCC | 0.04% | Add +0.8% | 1,177 | $125K |
| Robinswood Financial LLC | 0.04% | No change | 1,088 | $116K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -44.0% | 1,087 | $116K |
| 2UniFi Bank | 0.05% | No change | 903 | $96K |
| WFA of San Diego, LLC | 0.07% | No change | 894 | $95K |
| Raffa Wealth Management, LLC | 0.02% | Reduce -28.7% | 888 | $95K |
| Sofi Wealth, LLC | 0.01% | Reduce -93.6% | 875 | $93K |
| Financial Management Professionals, Inc. | 0.01% | No change | 844 | $90K |
| Rice Partnership, LLC | 0.01% | No change | 833 | $89K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 806 | $86K |
| Collier Financial | 0.06% | — | 773 | $82K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -20.2% | 763 | $81K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -37.0% | 731 | $78K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $75K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 696 | $74K |
| Motco | 0.01% | No change | 637 | $68K |
| Pacifica Partners Inc. | 0.02% | No change | 625 | $67K |
| Field & Main Bank | 0.02% | New | 550 | $59K |
| DT Investment Partners, LLC | 0.00% | Reduce -96.7% | 535 | $57K |
| Keener Financial Planning LLC | 0.03% | Add +1.3% | 532 | $56K |
| Horizon Financial Services, LLC | 0.02% | Reduce -1.7% | 471 | $50K |
| Bernard Wealth Management Corp. | 0.02% | Reduce -18.2% | 450 | $48K |
| Mascoma Wealth Management LLC | 0.01% | No change | 450 | $48K |
| 10Elms LLP | 0.05% | No change | 435 | $46K |
| Eastern Bank | 0.00% | No change | 423 | $45K |
| Promus Capital, LLC | 0.03% | Reduce -37.1% | 403 | $43K |
| Boreal Capital Management LLC | 0.04% | No change | 400 | $43K |
| SouthState Bank Corp | 0.00% | Reduce -71.9% | 376 | $40K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 375 | $40K |
| Binnacle Investments Inc | 0.02% | No change | 364 | $39K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $35K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -33.0% | 323 | $34K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 280 | $30K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +0.8% | 241 | $26K |
| Cornerstone Planning Group LLC | 0.00% | Add +307.4% | 220 | $23K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 214 | $23K |
| Delta Asset Management LLC | 0.00% | No change | 200 | $21K |
| Rise Advisors, LLC | 0.01% | Add +1.1% | 189 | $20K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | Reduce -25.8% | 187 | $20K |
| Stone House Investment Management, LLC | 0.00% | Reduce -61.4% | 162 | $17K |
| Balentine LLC | 0.00% | No change | 144 | $15K |
| Holos Integrated Wealth LLC | 0.01% | No change | 118 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 115 | $12K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 115 | $12K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -89.3% | 114 | $12K |
| Tortoise Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 85 | $9K |
| Imprint Wealth LLC | 0.02% | — | 70 | $7K |
| National Bank of Canada | 0.00% | New | 67 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 61 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 56 | $6K |
| Viewpoint Capital Management LLC | 0.00% | No change | 50 | $5K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 48 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 36 | $4K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -94.3% | 34 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 31 | $3K |
| Clarity Asset Management, Inc. | 0.00% | Reduce -23.1% | 30 | $3K |
| Hantz Financial Services, Inc. | 0.00% | New | 26 | $3K |
| Ashton Thomas Securities, LLC | 0.00% | New | 13 | $1K |
| Abich Financial Wealth Management LLC | 0.00% | — | 10 | $1K |
| Wealth Watch Advisors, INC | 0.00% | New | 8 | $854 |
| Rothschild Investment LLC | 0.00% | Reduce -93.0% | 3 | $320 |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -95.5% | 1 | $107 |
| TFC Financial Management, Inc. | 0.00% | Reduce -99.9% | 1 | $101 |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.