iShares Short-Term NationalSUBETF
13F holders, Q4 2025 (December 31)864holders +30
49new positions
46sold out
3famous investors
$106.07avg. 13F price*
At the end of Q4 2025, 864 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 30 from Q3 2025. 49 opened new positions and 46 sold out. The largest holders were Mercer Global Advisors Inc. ($905.8M), Bank of America Corp. ($888.4M) and Morgan Stanley ($605.4M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $46.6M |
| Exits | 46 | $95.2M |
All 13F filers, Q3 2025 → Q4 2025: 6,118,567 shares bought and 3,037,413 shares sold, net +3,081,154 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 864 holders
| Mercer Global Advisors Inc. | 1.38% | Add +9.3% | 8,489,274 | $905.8M |
| Bank of America Corp. | 0.06% | Add +10.6% | 8,326,351 | $888.4M |
| Morgan Stanley | 0.04% | Reduce -12.6% | 5,673,861 | $605.4M |
| Bank of New York Mellon Corp | 0.10% | Reduce -3.1% | 5,146,635 | $549.1M |
| Creative Planning | 0.21% | Add +2.2% | 2,813,439 | $300.2M |
| Sei Investments Co. | 0.29% | Add +1.6% | 2,797,826 | $298.5M |
| Allstate Corp. | 2.26% | Add +3158.4% | 1,547,744 | $165.1M |
| Citigroup Inc. | 0.10% | Add +12.1% | 1,392,758 | $148.6M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +5.0% | 1,388,345 | $148.1M |
| Tiaa Trust, National Association | 0.33% | Reduce -9.9% | 1,287,347 | $137.4M |
| Franklin Resources Inc. | 0.03% | Add +1.1% | 1,270,079 | $135.5M |
| Captrust Financial Advisors | 0.25% | Add +2.3% | 1,252,435 | $133.6M |
| UBS Group AG | 0.02% | Add +5.8% | 1,179,085 | $125.8M |
| LPL Financial LLC | 0.03% | Add +11.3% | 1,033,462 | $110.3M |
| Ameriprise Financial Inc. | 0.02% | Add +0.6% | 1,026,104 | $109.6M |
| Mariner, LLC | 0.11% | Add +4.3% | 873,911 | $93.2M |
| Robinhood Asset Management, LLC | 6.53% | — | 767,635 | $81.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.8% | 694,485 | $74.1M |
| Nisa Investment Advisors, LLC | 0.24% | Add +5.0% | 674,815 | $72.0M |
| Salomon & Ludwin, LLC | 6.26% | Add +4.3% | 663,262 | $70.9M |
| Bank of Montreal | 0.03% | Add +8.7% | 662,627 | $70.7M |
| JPMorgan Chase & Co. | 0.00% | Add +0.9% | 640,659 | $68.4M |
| Commonwealth Equity Services, LLC | 0.09% | Add +0.8% | 614,591 | $65.6M |
| Allworth Financial LP | 0.26% | Add +1.6% | 600,735 | $64.1M |
| Focus Partners Wealth | 0.07% | Add +6.2% | 547,619 | $58.4M |
| Royal Bank of Canada | 0.01% | Add +3.7% | 540,978 | $57.7M |
| US Bancorp \de | 0.07% | Reduce -1.6% | 530,406 | $56.6M |
| Heritage Investment Group, Inc. | 8.51% | Add +6.3% | 524,218 | $55.9M |
| Raymond James Financial Inc. | 0.02% | Add +1.5% | 521,665 | $55.7M |
| Crestwood Advisors Group, LLC | 0.90% | Add +9.9% | 508,002 | $54.2M |
| HighTower Advisors, LLC | 0.06% | Add +4.2% | 496,911 | $53.0M |
| Cerity Partners LLC | 0.07% | Add +11.8% | 477,090 | $50.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.6% | 426,330 | $45.5M |
| Truepoint, Inc. | 1.02% | Add +3.1% | 425,683 | $45.4M |
| Wit, LLC | 0.90% | No change | 418,588 | $44.7M |
| Apella Capital, LLC | 0.87% | Add +3.4% | 411,059 | $43.9M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 354,080 | $37.8M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +8.8% | 349,645 | $37.3M |
| Beacon Pointe Advisors, LLC | 0.26% | Add +0.9% | 344,839 | $36.8M |
| DGS Capital Management, LLC | 6.17% | Add +8.0% | 337,218 | $36.0M |
| Stifel Financial Corp. | 0.03% | Reduce -3.5% | 315,642 | $33.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +7.6% | 292,949 | $31.3M |
| RMR Wealth Builders | 2.46% | Add +6.2% | 288,038 | $30.7M |
| Willis Johnson & Associates, Inc. | 1.89% | Add +0.8% | 287,811 | $30.7M |
| Old National Bancorp | 0.50% | Reduce -22.4% | 281,586 | $30.0M |
| Gross & Hartman Investments LLC | 16.77% | — | 275,798 | $29.4M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +9.4% | 264,654 | $28.3M |
| Citizens Financial Group Inc. | 0.38% | Reduce -0.3% | 262,501 | $28.0M |
| Osaic Holdings, Inc. | 0.04% | Reduce -5.8% | 262,290 | $28.0M |
| Cahaba Wealth Management, Inc. | 1.94% | Add +6.2% | 261,553 | $27.9M |
| Ritholtz Wealth Management | 0.51% | Add +0.9% | 261,430 | $27.9M |
| Cetera Investment Advisers | 0.03% | Add +3.7% | 260,295 | $27.8M |
| Modera Wealth Management, LLC | 0.31% | Add +3.1% | 252,622 | $27.0M |
| EP Wealth Advisors, LLC | 0.14% | — | 245,347 | $26.2M |
| Safe Harbor Family Capital, LLC | 21.64% | — | 230,806 | $24.6M |
| CIBC Private Wealth Group LLC | 0.04% | Add +2.1% | 225,669 | $24.1M |
| LVW Advisors, LLC | 2.35% | Add +0.7% | 217,652 | $23.2M |
| Freestone Capital Holdings, LLC | 0.63% | Add +25.0% | 200,560 | $21.4M |
| Bailard, Inc. | 0.47% | Add +63.2% | 199,528 | $21.3M |
| Betterment LLC | 0.04% | Reduce -3.1% | 199,422 | $21.3M |
| Composition Wealth, LLC | 0.30% | Add +3.7% | 197,312 | $21.1M |
| Carnegie Investment Counsel | 0.39% | Reduce -0.5% | 195,892 | $20.9M |
| Mather Group, Llc. | 0.21% | Add +5.1% | 193,926 | $20.7M |
| Legacy Edge Advisors, LLC | 2.20% | Reduce -0.2% | 188,645 | $20.1M |
| Members Trust Co | 0.63% | Reduce -0.5% | 179,789 | $19.2M |
| BIP Wealth, LLC | 0.67% | Add +4.1% | 178,009 | $19.0M |
| Ascent Group, LLC | 0.64% | Add +10.5% | 176,345 | $18.8M |
| Alesco Advisors, LLC, An ESL Co | 0.48% | Add +6.3% | 175,005 | $18.7M |
| Arkansas Financial Group, Inc. | 2.68% | Add +2.6% | 174,281 | $18.6M |
| One Capital Management, LLC | 0.54% | Add +5.9% | 168,082 | $17.9M |
| Ellevest, Inc. | 2.35% | Add +7.0% | 159,210 | $17.0M |
| Partners Capital Investment Group, LLP | 0.63% | Reduce -25.6% | 159,194 | $17.0M |
| Merit Financial Group, LLC | 0.14% | Add +5.7% | 158,478 | $16.9M |
| Comerica Bank | 0.07% | Reduce -15.0% | 156,602 | $16.7M |
| GAMMA Investing LLC | 0.83% | Add +0.8% | 154,590 | $16.5M |
| Bank of Hawaii | 0.80% | Reduce -6.8% | 151,440 | $16.2M |
| Brown Wealth Management, LLC | 4.21% | Add +11.1% | 150,034 | $16.0M |
| Prime Capital Investment Advisors, LLC | 0.19% | Add +3.8% | 146,677 | $15.7M |
| Dakota Wealth Management | 0.27% | Add +24.4% | 144,633 | $15.4M |
| Slow Capital, Inc. | 1.79% | Add +2.5% | 140,319 | $15.0M |
| Brandywine Oak Private Wealth LLC | 1.23% | Reduce -2.1% | 136,832 | $14.6M |
| Jones Financial Companies LLLP | 0.01% | Add +10.4% | 136,201 | $14.5M |
| TD Private Client Wealth LLC | 0.30% | Add +26.8% | 132,212 | $14.1M |
| Glenview Trust Co | 0.22% | Add +117.6% | 130,662 | $13.9M |
| City of London Investment Management Co. Ltd. | 1.04% | No change | 130,304 | $13.9M |
| MML Investors Services, LLC | 0.03% | Add +27.1% | 128,990 | $13.8M |
| First National Bank of Omaha | 0.39% | New | 124,661 | $13.3M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -5.0% | 122,239 | $13.0M |
| Oak Harvest Investment Services | 1.41% | Add +7.7% | 120,817 | $12.9M |
| Flputnam Investment Management Co. | 0.18% | Add +3.0% | 118,892 | $12.7M |
| M&T Bank Corp | 0.04% | Add +34.3% | 118,032 | $12.6M |
| Abundance Wealth Counselors | 2.12% | Add +5.3% | 117,465 | $12.5M |
| Quantinno Capital Management LP | 0.02% | Reduce -3.6% | 115,639 | $12.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 113,764 | $12.1M |
| Grove Bank & Trust | 1.36% | Add +4.1% | 113,700 | $12.1M |
| Brookstone Capital Management | 0.14% | Add +10.1% | 111,061 | $11.9M |
| Mesirow Financial Investment Management, Inc. | 0.24% | Add +2.1% | 110,894 | $11.8M |
| Janney Montgomery Scott LLC | 0.03% | Add +21.0% | 110,682 | $11.8M |
| TD Capital Management LLC | 1.05% | Add +6.8% | 110,417 | $11.8M |
| Peapack Gladstone Financial Corp. | 0.14% | Add +15.5% | 101,479 | $10.8M |
| Sheets Smith Wealth Management | 1.18% | Add +0.6% | 100,909 | $10.8M |
| Partners in Financial Planning | 1.81% | Add +2.3% | 100,240 | $10.7M |
| PDS Planning, Inc | 0.71% | Add +24.5% | 99,658 | $10.6M |
| Corient Private Wealth LP | 0.01% | Add +2.1% | 99,107 | $10.6M |
| Waterway Wealth Management, LLC | 2.37% | Reduce -9.4% | 97,972 | $10.5M |
| Altiora Financial Group, LLC | 1.80% | Add +352.3% | 97,867 | $10.4M |
| Smithfield Trust Co | 0.46% | Add +11.7% | 97,830 | $10.4M |
| Aaron Wealth Advisors LLC | 0.58% | Add +5.4% | 97,296 | $10.4M |
| Sanctuary Advisors, LLC | 0.06% | Add +11.8% | 95,662 | $10.2M |
| Wealthcare Advisory Partners LLC | 0.20% | Add +64.8% | 95,649 | $10.2M |
| Quent Capital, LLC | 0.73% | Add +16.7% | 94,282 | $10.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -5.7% | 93,139 | $9.9M |
| SageView Advisory Group, LLC | 0.33% | Add +15.2% | 91,727 | $9.8M |
| MBL Wealth, LLC | 0.78% | Add +3.2% | 91,668 | $9.8M |
| Integrated Advisors Network LLC | 0.42% | Reduce -3.2% | 87,943 | $9.4M |
| Alaethes Wealth, LLC | 2.59% | Reduce -10.6% | 86,378 | $9.2M |
| Pasadena Private Wealth, LLC | 1.25% | Add +0.0% | 85,066 | $9.1M |
| Park Avenue Securities LLC | 0.08% | Add +2.8% | 85,007 | $9.1M |
| Northeast Financial Group, Inc. | 2.26% | Add +9.4% | 84,556 | $9.0M |
| JFS Wealth Advisors, LLC | 0.51% | Reduce -0.1% | 84,555 | $9.0M |
| Baird Financial Group, Inc. | 0.01% | Add +13.9% | 83,926 | $9.0M |
| NewEdge Advisors, LLC | 0.03% | Add +10.5% | 82,048 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +9.2% | 81,952 | $8.7M |
| Investment Research Partners LLC | 3.74% | Reduce -2.6% | 81,546 | $8.7M |
| Nicolet Advisory Services, LLC | 0.56% | Add +14.2% | 77,478 | $8.3M |
| Condor Capital Management | 0.65% | Add +1.2% | 75,734 | $8.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Reduce -5.0% | 74,815 | $8.0M |
| Zhang Financial LLC | 0.30% | Add +3.5% | 74,231 | $7.9M |
| Savvy Advisors, Inc. | 0.26% | Reduce -0.1% | 74,150 | $7.9M |
| Deutsche Bank AG | 0.00% | Add +0.0% | 73,321 | $7.8M |
| MidFirst Bank | 0.62% | — | 72,984 | $7.8M |
| Kestra Advisory Services, LLC | 0.03% | Add +36.2% | 72,754 | $7.8M |
| Clearwater Capital Advisors, LLC | 0.65% | Reduce -1.4% | 72,714 | $7.8M |
| Citadel Advisors | 0.01% | Reduce -4.8% | 71,290 | $7.6M |
| Meridian Wealth Partners, LLC | 1.04% | Reduce -6.5% | 70,474 | $7.5M |
| Brio Consultants, LLC | 0.97% | Add +6.4% | 69,893 | $7.5M |
| Chesley Taft & Associates LLC | 0.29% | Add +15.9% | 69,057 | $7.4M |
| Aua Capital Management, LLC | 3.61% | No change | 67,377 | $7.2M |
| Bragg Financial Advisors, Inc | 0.23% | Add +5.4% | 67,327 | $7.2M |
| Stratos Wealth Partners, LTD. | 0.08% | Add +62.5% | 66,886 | $7.1M |
| World Investment Advisors | 0.12% | Add +1.4% | 66,597 | $7.1M |
| Truist Financial Corp. | 0.01% | Add +40.7% | 65,219 | $7.0M |
| Larson Financial Group LLC | 0.23% | Reduce -9.5% | 64,861 | $6.9M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +1.5% | 64,707 | $6.9M |
| Elmwood Wealth Management, Inc. | 2.12% | Add +2.5% | 62,958 | $6.7M |
| Opus Capital Group, LLC | 0.73% | Reduce -5.9% | 62,805 | $6.7M |
| Ackerman Capital Advisors, LLC | 1.33% | Reduce -2.4% | 62,084 | $6.6M |
| Savant Capital, LLC | 0.04% | Reduce -3.2% | 61,728 | $6.6M |
| Single Point Partners, LLC | 1.30% | Add +0.9% | 61,419 | $6.6M |
| GWN Securities Inc. | 1.33% | Reduce -23.2% | 61,383 | $6.5M |
| Lutz Financial Services LLC | 0.42% | Reduce -12.1% | 57,779 | $6.2M |
| United Capital Financial Advisors, LLC | 0.04% | Add +83.0% | 57,131 | $6.1M |
| Regions Financial Corp. | 0.04% | Add +2.7% | 56,927 | $6.1M |
| Joel Isaacson & Co., LLC | 0.20% | Add +43.1% | 56,294 | $6.0M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +9.1% | 55,334 | $5.9M |
| Tobias Financial Advisors, Inc. | 0.83% | Add +17.4% | 54,849 | $5.9M |
| Life Planning Partners, Inc | 4.46% | Add +2.8% | 54,624 | $5.8M |
| Morton Brown Family Wealth, LLC | 1.56% | Reduce -6.8% | 53,804 | $5.7M |
| Cwm, LLC | 0.02% | Add +18.8% | 53,524 | $5.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Add +1.3% | 52,757 | $5.6M |
| Voisard Asset Management Group, Inc. | 1.21% | Reduce -0.3% | 52,557 | $5.6M |
| Avantax Planning Partners, Inc. | 0.16% | Reduce -11.8% | 52,220 | $5.6M |
| Signet Financial Management, LLC | 0.62% | Reduce -1.3% | 52,014 | $5.5M |
| Waverly Advisors, LLC | 0.04% | Add +1.8% | 51,686 | $5.5M |
| Anderson Hoagland & Co. | 0.47% | Add +7.5% | 51,555 | $5.5M |
| Durante & Waters, LLC | 3.77% | Add +8.6% | 50,598 | $5.4M |
| Presilium Private Wealth, LLC | 0.98% | Add +5.2% | 50,374 | $5.4M |
| Greenleaf Trust | 0.05% | Reduce -25.7% | 50,241 | $5.4M |
| Assetmark, Inc. | 0.01% | Reduce -4.9% | 49,950 | $5.3M |
| Pine Harbor Wealth Management, LLC | 1.63% | Reduce -1.9% | 49,839 | $5.3M |
| Rockwood Wealth Management, LLC | 0.39% | Add +0.7% | 49,462 | $5.3M |
| Yeomans Consulting Group, Inc. | 1.53% | Add +106.3% | 49,074 | $5.2M |
| McNamara Financial Services, Inc. | 0.98% | Add +3.7% | 48,534 | $5.2M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -49.7% | 48,230 | $5.1M |
| Private Wealth Management Group, LLC | 1.35% | Add +1.9% | 47,385 | $5.1M |
| Prospera Financial Services Inc | 0.08% | Add +0.8% | 47,135 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 47,131 | $5.0M |
| Diversified Portfolios, Inc. | 0.42% | Reduce -22.5% | 46,929 | $5.0M |
| First American Trust, FSB | 0.34% | Add +3.8% | 45,994 | $4.9M |
| Sentinel Wealth Management, Inc. | 4.06% | Reduce -0.6% | 45,920 | $4.9M |
| Perigon Wealth Management, LLC | 0.09% | Add +9.8% | 45,682 | $4.9M |
| XML Financial, LLC | 0.40% | Reduce -3.4% | 45,478 | $4.9M |
| Fisher Asset Management | 0.00% | Reduce -6.6% | 44,557 | $4.8M |
| Syntegra Private Wealth Group, LLC | 0.43% | Add +19.6% | 44,230 | $4.7M |
| Symmetry Partners, LLC | 0.27% | Add +13.8% | 43,510 | $4.6M |
| UMB Bank, n.a. | 0.06% | Add +62.4% | 43,263 | $4.6M |
| Invested Advisors | 4.77% | Add +6.4% | 43,193 | $4.6M |
| Farther Finance Advisors, LLC | 0.05% | Add +89.9% | 43,158 | $4.6M |
| Valmark Advisers, Inc. | 0.06% | Add +10.0% | 42,724 | $4.6M |
| Phillips Financial Management, LLC | 0.29% | Reduce -2.0% | 42,722 | $4.6M |
| Eagle Rock Investment Company, LLC | 0.64% | Reduce -0.8% | 42,697 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Add +21.4% | 42,437 | $4.5M |
| Coldstream Capital Management Inc. | 0.06% | Reduce -3.3% | 42,074 | $4.5M |
| Factor Wealth Management LTD | 0.95% | Add +18.3% | 41,324 | $4.4M |
| Baron Financial Group, LLC | 2.34% | Add +4.7% | 40,945 | $4.4M |
| Greenspring Advisors, LLC | 0.27% | Add +110.6% | 40,866 | $4.4M |
| Curbstone Financial Management Corp | 0.82% | Add +6.2% | 40,260 | $4.3M |
| Fairview Capital Investment Management, LLC | 0.22% | No change | 39,850 | $4.3M |
| Mayflower Financial Advisors, LLC | 0.51% | Reduce -0.6% | 39,713 | $4.2M |
| Cascade Financial Partners, LLC | 0.43% | Add +31.6% | 39,353 | $4.2M |
| AMG National Trust Bank | 0.10% | Add +7.4% | 38,828 | $4.1M |
| Mullooly Asset Management, Inc. | 1.51% | Add +5.9% | 38,636 | $4.1M |
| Patten Group, Inc. | 0.75% | Reduce -16.8% | 38,253 | $4.1M |
| Angeles Wealth Management, LLC | 0.22% | Reduce -15.4% | 38,115 | $4.1M |
| Manhattan West Asset Management, LLC | 0.83% | Reduce -0.2% | 37,872 | $4.0M |
| German American Bancorp, Inc. | 0.34% | Add +2.5% | 37,573 | $4.0M |
| IF Advisors, LLC | 3.24% | — | 37,378 | $4.0M |
| K2 Financial Inc. | 3.02% | Add +0.3% | 36,525 | $3.9M |
| MBM Wealth Consultants, LLC | 0.93% | Reduce -3.0% | 36,474 | $3.9M |
| Alhambra Investment Management LLC | 1.73% | Add +10.8% | 34,791 | $3.7M |
| North Dallas Bank & Trust Co. | 2.42% | — | 34,761 | $3.7M |
| 1015 Capital Partners, LLC | 3.64% | — | 34,708 | $3.7M |
| Signal Tree Financial Partners LLC | 2.80% | Add +1.4% | 34,474 | $3.7M |
| Blair William & Co. | 0.01% | Reduce -0.0% | 34,246 | $3.7M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +13.8% | 34,199 | $3.6M |
| BNP Paribas Financial Markets | 0.00% | New | 33,872 | $3.6M |
| Charles Schwab Trust Co | 0.24% | Add +2.8% | 33,758 | $3.6M |
| Wealth Architects, LLC | 0.32% | Add +10.7% | 33,751 | $3.6M |
| BCO Wealth Management LLC | 2.19% | Add +32.2% | 33,460 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -59.3% | 32,959 | $3.5M |
| Clearstead Advisors, LLC | 0.04% | Add +1.8% | 32,919 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.13% | Reduce -0.6% | 32,832 | $3.5M |
| Financial Plan, Inc. | 0.40% | — | 32,714 | $3.5M |
| Dynamic Advisor Solutions LLC | 0.11% | Reduce -5.3% | 32,317 | $3.4M |
| Sigma Planning Corp | 0.09% | Add +3.6% | 31,952 | $3.4M |
| James Investment Research, Inc. | 0.37% | Add +0.7% | 31,914 | $3.4M |
| Equita Financial Network, Inc. | 0.99% | Add +7.2% | 30,770 | $3.3M |
| First Community Trust NA | 2.44% | Add +1145.9% | 30,662 | $3.3M |
| Meritage Portfolio Management | 0.22% | Reduce -6.6% | 30,465 | $3.3M |
| LJI Wealth Management, LLC | 0.49% | Add +3.6% | 30,252 | $3.2M |
| Naples Global Advisors, LLC | 0.24% | Add +1.4% | 30,150 | $3.2M |
| Fonville Wealth Management LLC | 0.65% | Add +5.0% | 29,878 | $3.2M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +0.9% | 29,843 | $3.2M |
| Cambient Family Office, LLC | 0.45% | — | 29,840 | $3.2M |
| Lido Advisors, LLC | 0.01% | Add +12.4% | 29,815 | $3.2M |
| Root Financial Partners, LLC | 0.16% | Add +29.8% | 29,743 | $3.2M |
| Compound Planning, Inc. | 0.09% | Reduce -1.4% | 29,472 | $3.1M |
| Choate Investment Advisors | 0.06% | No change | 28,825 | $3.1M |
| Legacy Financial Group, Inc. | 0.80% | Reduce -6.8% | 28,524 | $3.0M |
| Cardiff Park Advisors, LLC | 0.25% | Add +0.3% | 28,390 | $3.0M |
| Hudson Oak Wealth Advisory LLC | 2.66% | — | 28,211 | $3.0M |
| Brown, Lisle/Cummings, Inc. | 0.73% | Reduce -25.0% | 27,927 | $3.0M |
| MAI Capital Management | 0.02% | Add +0.3% | 27,672 | $3.0M |
| Highview Capital Management LLC | 1.04% | No change | 27,614 | $2.9M |
| BlackRock, Inc. | 0.00% | Add +141.0% | 27,503 | $2.9M |
| Greenup Street Wealth Management LLC | 0.42% | Reduce -5.8% | 27,201 | $2.9M |
| Atria Investments, Inc | 0.03% | Reduce -13.7% | 27,051 | $2.9M |
| Ironwood Wealth Management, LLC. | 0.84% | Add +0.4% | 26,879 | $2.9M |
| RFG Advisory, LLC | 0.05% | Add +12.2% | 26,655 | $2.8M |
| Johnson Bixby & Associates, LLC | 0.35% | Reduce -22.6% | 26,603 | $2.8M |
| Rogco, LP | 0.93% | Add +18.7% | 26,427 | $2.8M |
| NewEdge Wealth, LLC | 0.03% | Reduce -28.7% | 25,824 | $2.8M |
| Dynasty Wealth Management, LLC | 0.03% | Add +17.1% | 25,820 | $2.8M |
| BWM Planning, LLC | 0.74% | Add +195.7% | 25,806 | $2.8M |
| Fiduciary Trust Co | 0.03% | Reduce -3.5% | 25,540 | $2.7M |
| Stone Summit Wealth LLC | 0.73% | Add +5.6% | 25,321 | $2.7M |
| Brewster Financial Planning LLC | 1.63% | Add +16.9% | 24,831 | $2.6M |
| North Star Investment Management Corp. | 0.17% | Add +994.7% | 24,630 | $2.6M |
| Omega Financial Group, LLC | 0.87% | Add +0.9% | 24,606 | $2.6M |
| Penney Financial, LLC | 1.01% | Add +4.3% | 24,606 | $2.6M |
| Rehmann Capital Advisory Group | 0.14% | Add +35.5% | 24,378 | $2.6M |
| Confluence Wealth Services, Inc. | 0.11% | Add +2.5% | 24,242 | $2.6M |
| FC Advisory LLC | 0.72% | Add +1.3% | 23,639 | $2.5M |
| Choreo, LLC | 0.03% | Reduce -2.0% | 23,601 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +26.1% | 23,580 | $2.5M |
| Crewe Advisors LLC | 0.22% | Reduce -1.0% | 23,393 | $2.5M |
| McBroom & Associates, LLC | 1.21% | Add +8.5% | 23,383 | $2.5M |
| Unison Advisors LLC | 0.22% | Add +0.0% | 23,274 | $2.5M |
| Ally Invest Advisors Inc. | 0.17% | Add +8.4% | 23,247 | $2.5M |
| Bonfire Financial | 1.83% | Reduce -4.8% | 23,010 | $2.5M |
| Smithbridge Asset Management Inc. | 0.21% | Add +63.1% | 22,984 | $2.5M |
| Destination Wealth Management | 0.06% | Add +58.1% | 22,913 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -3.3% | 22,813 | $2.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.29% | — | 22,794 | $2.4M |
| Fifth Third Securities, Inc. | 0.16% | Add +5.3% | 22,788 | $2.4M |
| Narus Financial Partners, LLC | 0.67% | Reduce -0.3% | 22,657 | $2.4M |
| Safir Wealth Advisors, LLC | 1.69% | No change | 22,591 | $2.4M |
| FMR LLC | 0.00% | Add +25.3% | 22,551 | $2.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +35.5% | 22,115 | $2.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -3.0% | 21,879 | $2.3M |
| Triad Wealth Partners, LLC | 0.22% | Add +175.5% | 21,830 | $2.3M |
| Wealthcare Capital Management LLC | 0.23% | Add +112.2% | 21,494 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.32% | Reduce -0.3% | 21,406 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.67% | Add +0.3% | 21,383 | $2.3M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -1.6% | 21,274 | $2.3M |
| KFA Private Wealth Group, LLC | 0.55% | Add +11.3% | 21,216 | $2.3M |
| Mutual Advisors, LLC | 0.05% | Reduce -2.5% | 21,150 | $2.3M |
| Aspen Wealth Management LLC | 0.47% | Reduce -9.6% | 20,843 | $2.2M |
| Belleair Asset Management, LLC | 2.10% | — | 20,660 | $2.2M |
| Lazard Asset Management LLC | 0.00% | Add +0.3% | 20,575 | $2.2M |
| Avant Financial Advisors LLC | 1.57% | Add +14.8% | 20,501 | $2.2M |
| Principal Securities, Inc. | 0.03% | Reduce -0.5% | 20,437 | $2.2M |
| Vise Technologies, Inc. | 0.04% | Add +310.1% | 20,314 | $2.2M |
| Pines Wealth Management, LLC | 0.70% | Add +5.3% | 20,309 | $2.2M |
| Meridian Wealth Management, LLC | 0.07% | Add +24.2% | 19,839 | $2.1M |
| Wiser Wealth Management, Inc | 0.47% | Add +5.3% | 19,810 | $2.1M |
| Carr Financial Group Corp | 0.56% | Add +0.8% | 19,730 | $2.1M |
| FLC Capital Advisors | 0.39% | Add +6.8% | 19,686 | $2.1M |
| Evensky & Katz LLC | 0.12% | Add +10.9% | 19,465 | $2.1M |
| Sagespring Wealth Partners, LLC | 0.04% | Reduce -9.3% | 19,410 | $2.1M |
| Founders Grove Wealth Partners, LLC | 0.46% | Reduce -42.5% | 19,283 | $2.1M |
| 1900 Wealth Management LLC | 0.13% | Add +289.8% | 19,209 | $2.0M |
| Foronjy Financial LLC | 0.85% | Add +10.6% | 19,178 | $2.0M |
| Red Tortoise LLC | 0.88% | No change | 19,161 | $2.0M |
| NDWM LLC | 1.34% | Reduce -20.4% | 18,976 | $2.0M |
| Simon Quick Advisors, LLC | 0.09% | Add +3.0% | 18,901 | $2.0M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -1.9% | 18,897 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.14% | Add +3.6% | 18,776 | $2.0M |
| Global Retirement Partners, LLC | 0.04% | Add +290.2% | 18,717 | $2.0M |
| Kwmg, LLC | 0.17% | Reduce -16.1% | 18,631 | $2.0M |
| May Hill Capital, LLC | 0.53% | Reduce -5.3% | 18,576 | $2.0M |
| Midwestern Financial, LLC | 1.61% | Reduce -2.4% | 18,218 | $1.9M |
| Advus Financial Partners, LLC | 0.47% | Add +7.8% | 18,075 | $1.9M |
| Allegheny Financial Group | 0.29% | Reduce -0.0% | 18,064 | $1.9M |
| Smith Thornton Advisors LLC | 0.98% | Reduce -1.4% | 17,969 | $1.9M |
| Trivium Point Advisory, LLC | 0.19% | Add +4.1% | 17,950 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.21% | Reduce -2.8% | 17,880 | $1.9M |
| Chicago Partners Investment Group LLC | 0.05% | Add +23.4% | 17,633 | $1.9M |
| AlphaCore Capital LLC | 0.04% | Add +1080.6% | 17,685 | $1.9M |
| Sigma Investment Counselors Inc. | 0.09% | Add +7.8% | 17,510 | $1.9M |
| Hobart Private Capital, LLC | 0.36% | Reduce -0.8% | 17,480 | $1.9M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -17.1% | 17,372 | $1.9M |
| WLTH Capital Management, LLC | 1.43% | — | 17,167 | $1.8M |
| Old Mission Capital LLC | 0.07% | New | 17,232 | $1.8M |
| Accredited Investor Services, LLC | 1.22% | Reduce -0.1% | 17,226 | $1.8M |
| Aptus Capital Advisors, LLC | 0.02% | Add +48.3% | 17,216 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.07% | Add +12.6% | 17,132 | $1.8M |
| Bridge Generations Wealth Management LLC | 1.12% | No change | 17,025 | $1.8M |
| Mayport, LLC | 0.37% | Reduce -19.8% | 17,001 | $1.8M |
| Journey Strategic Wealth LLC | 0.05% | Add +1.5% | 16,945 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.59% | Reduce -4.0% | 16,876 | $1.8M |
| Bangor Savings Bank | 0.14% | Add +1.4% | 16,848 | $1.8M |
| 1620 Investment Advisors, Inc. | 1.20% | Reduce -2.0% | 16,843 | $1.8M |
| Apeiron RIA LLC | 0.36% | Reduce -2.1% | 16,732 | $1.8M |
| Ballast Rock Private Wealth LLC | 1.08% | — | 16,216 | $1.7M |
| Sfam, LLC | 1.58% | — | 16,189 | $1.7M |
| Cypress Capital Group | 0.19% | Add +3.2% | 16,035 | $1.7M |
| Advisory Alpha, LLC | 0.05% | Reduce -2.4% | 16,022 | $1.7M |
| Ade, LLC | 0.83% | Reduce -16.1% | 15,996 | $1.7M |
| Bessemer Group Inc. | 0.00% | Reduce -10.1% | 15,916 | $1.7M |
| Galvin, Gaustad & Stein, LLC | 0.13% | Reduce -10.9% | 15,696 | $1.7M |
| Roth Financial Partners LLC | 0.54% | Add +0.4% | 15,465 | $1.7M |
| Catalyst Financial Partners LLC | 0.18% | Add +210.9% | 15,464 | $1.7M |
| L.K. Benson & Company, P.C. | 0.83% | Add +3.5% | 15,443 | $1.6M |
| IFG Advisors, LLC | 0.27% | Add +12.3% | 15,377 | $1.6M |
| Olde Wealth Management, LLC | 0.50% | No change | 15,362 | $1.6M |
| Summit Financial, LLC | 0.02% | Add +84.7% | 15,271 | $1.6M |
| Crusonia Wealth Advisors LLC | 0.35% | — | 15,082 | $1.6M |
| Greenwood Gearhart LLC | 0.09% | No change | 15,000 | $1.6M |
| Colton Groome Financial Advisors, LLC | 0.45% | Add +18.3% | 14,691 | $1.6M |
| Wedmont Private Capital | 0.05% | Reduce -10.4% | 14,596 | $1.6M |
| Certior Financial Group, LLC | 1.06% | Add +8.8% | 14,542 | $1.6M |
| Seaside Wealth Management, Inc. | 0.44% | Reduce -2.4% | 14,373 | $1.5M |
| Rosenberg Matthew Hamilton | 0.32% | Add +18.7% | 14,326 | $1.5M |
| Evernest Financial Advisors, LLC | 0.32% | Add +15.8% | 14,187 | $1.5M |
| Kings Path Partners LLC | 0.53% | Add +6.4% | 14,065 | $1.5M |
| Parallel Advisors, LLC | 0.03% | Add +19.7% | 14,020 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +430.5% | 13,990 | $1.5M |
| Godshalk Welsh Capital Management, Inc. | 0.85% | Add +2.4% | 13,950 | $1.5M |
| Heartwood Wealth Advisors LLC | 0.14% | Reduce -24.9% | 13,868 | $1.5M |
| Axxcess Wealth Management, LLC | 0.03% | Add +25.4% | 13,754 | $1.5M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -8.9% | 13,710 | $1.5M |
| GTS Securities LLC | 0.05% | New | 13,595 | $1.5M |
| True Link Financial Advisors, LLC | 0.09% | No change | 13,470 | $1.4M |
| Maryland Capital Advisors Inc. | 0.49% | Reduce -1.0% | 13,433 | $1.4M |
| McNaughton Wealth Management, LLC | 0.59% | Reduce -14.2% | 13,376 | $1.4M |
| Rockbridge Investment Management, LCC | 0.13% | Add +0.3% | 13,300 | $1.4M |
| Financial Strategies Group, Inc. | 0.26% | Add +3.2% | 13,229 | $1.4M |
| Stewardship Advisors, LLC | 0.33% | Add +0.8% | 13,243 | $1.4M |
| FSM Wealth Advisors, LLC | 0.19% | Reduce -1.4% | 13,176 | $1.4M |
| Smith & Howard Wealth Management, LLC | 0.32% | Reduce -19.6% | 13,140 | $1.4M |
| Plancorp, LLC | 0.04% | No change | 13,118 | $1.4M |
| RCS Financial Planning, LLC | 0.60% | Add +0.2% | 13,093 | $1.4M |
| First Heartland Consultants, Inc. | 0.10% | Reduce -26.5% | 12,976 | $1.4M |
| Running Point Capital Advisors, LLC | 0.38% | Add +1.0% | 12,943 | $1.4M |
| Veratis Advisors, Inc. | 1.09% | — | 12,856 | $1.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.31% | No change | 12,911 | $1.4M |
| Orange Investment Advisors, Inc. | 0.15% | Add +5.8% | 12,753 | $1.4M |
| Strategic Blueprint, LLC | 0.08% | Reduce -2.4% | 12,646 | $1.3M |
| White Lighthouse Investment Management Inc. | 0.19% | No change | 12,636 | $1.3M |
| Edgestream Partners, L.P. | 0.04% | Add +164.7% | 12,572 | $1.3M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | Reduce -5.1% | 12,511 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -0.3% | 12,448 | $1.3M |
| IFP Advisors, Inc | 0.03% | Add +21.3% | 12,369 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Add +0.3% | 12,350 | $1.3M |
| IAM Advisory, LLC | 0.29% | Reduce -21.3% | 12,322 | $1.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0.45% | Add +0.8% | 12,298 | $1.3M |
| McAdam, LLC | 0.06% | Reduce -2.0% | 12,248 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +67.4% | 12,226 | $1.3M |
| Wingate Wealth Advisors, Inc. | 0.73% | Add +124.7% | 12,210 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.15% | Reduce -21.8% | 12,141 | $1.3M |
| First National Trust Co | 0.04% | Add +8.6% | 11,991 | $1.3M |
| Cresset Asset Management, LLC | 0.01% | Reduce -31.8% | 11,890 | $1.3M |
| Boltwood Capital Management | 0.33% | Add +3.7% | 11,855 | $1.3M |
| Strategic Financial Services, Inc. | 0.06% | Add +83.2% | 11,713 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -14.7% | 11,559 | $1.2M |
| ARK & TLK Investments, LLC | 0.34% | Reduce -43.7% | 11,527 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +4.8% | 11,432 | $1.2M |
| GenTrust, LLC | 0.05% | Reduce -10.5% | 11,368 | $1.2M |
| Intergy Private Wealth, LLC | 0.37% | Add +0.2% | 11,347 | $1.2M |
| Human Investing LLC | 0.17% | Reduce -7.2% | 11,342 | $1.2M |
| StoneX Group Inc. | 0.05% | Add +60.8% | 11,254 | $1.2M |
| Zacks Investment Management | 0.01% | Add +15.7% | 11,192 | $1.2M |
| Diversified Enterprises, LLC | 0.07% | Add +7.5% | 11,178 | $1.2M |
| Avid Wealth Partners LLC | 0.58% | Reduce -6.5% | 11,076 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +9.0% | 11,057 | $1.2M |
| Pinney & Scofield, Inc. | 0.67% | No change | 10,985 | $1.2M |
| Orin Green Financial, LLC | 0.47% | Reduce -15.0% | 10,973 | $1.2M |
| Bull Street Advisors, LLC | 0.54% | Add +0.5% | 10,875 | $1.2M |
| CX Institutional | 0.03% | Add +3.1% | 10,851 | $1.2M |
| Shore Point Advisors, LLC | 0.49% | Add +16.4% | 10,818 | $1.2M |
| Premier Path Wealth Partners, LLC | 0.15% | Reduce -12.5% | 10,627 | $1.1M |
| United Advisor Group, LLC | 0.15% | Add +2.7% | 10,595 | $1.1M |
| Sax Wealth Advisors, LLC | 0.05% | Add +6.0% | 10,579 | $1.1M |
| Tompkins Financial Corp. | 0.09% | No change | 10,467 | $1.1M |
| Exchange Bank | 0.77% | No change | 10,435 | $1.1M |
| Midwest Trust Co | 0.01% | Add +228.1% | 10,404 | $1.1M |
| Thompson David Blair | 0.63% | — | 10,394 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +19.4% | 10,333 | $1.1M |
| Dynamic Wealth Strategies, LLC | 0.66% | Reduce -7.8% | 10,341 | $1.1M |
| VestGen Advisors, LLC | 0.05% | Add +57.6% | 10,328 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | No change | 10,220 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +39.9% | 10,205 | $1.1M |
| RiverFront Investment Group, LLC | 0.02% | Add +9.1% | 10,111 | $1.1M |
| Peak Wealth Management LLC | 0.90% | — | 10,110 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +1350.0% | 10,092 | $1.1M |
| MainStreet Investment Advisors LLC | 0.15% | Add +0.1% | 10,084 | $1.1M |
| TruNorth Capital Management, LLC | 0.20% | No change | 10,070 | $1.1M |
| Becker Capital Management Inc. | 0.03% | Reduce -9.7% | 10,030 | $1.1M |
| Keebeck Wealth Management | 0.12% | Add +1.7% | 9,970 | $1.1M |
| American Wealth Advisors, LLC | 1.04% | Add +0.0% | 9,965 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.10% | Add +12.8% | 9,924 | $1.1M |
| Cosner Financial Group, LLC | 0.54% | Reduce -1.0% | 9,873 | $1.1M |
| Timonier Family Office, LTD. | 0.33% | Reduce -19.7% | 9,807 | $1.0M |
| St Germain D J Co. Inc. | 0.04% | Add +10.5% | 9,741 | $1.0M |
| Edgemoor Investment Advisors, Inc. | 0.08% | Add +19.7% | 9,518 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +1.2% | 9,356 | $998K |
| Legacy Private Trust Co. | 0.06% | Reduce -56.5% | 9,313 | $994K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.06% | Add +36.1% | 9,296 | $992K |
| C M Bidwell & Associates Ltd. | 0.47% | Add +2.2% | 9,262 | $988K |
| ORG Partners LLC | 0.18% | Add +0.7% | 9,211 | $983K |
| Cornerstone Financial Group, LLC | 0.68% | Add +0.5% | 9,147 | $976K |
| Rinkey Investments | 0.25% | No change | 9,058 | $966K |
| Sonata Capital Group Inc. | 0.35% | No change | 9,036 | $964K |
| Berger Financial Group, Inc | 0.06% | Add +0.5% | 9,017 | $962K |
| Gould Asset Management LLC | 0.17% | Add +37.2% | 9,005 | $961K |
| Ethos Financial Group, LLC | 0.07% | Reduce -2.5% | 8,993 | $960K |
| Envision Financial LLC | 0.51% | Reduce -1.3% | 8,972 | $957K |
| IFG Advisory, LLC | 0.04% | Add +15.2% | 8,967 | $957K |
| Nwam LLC | 0.05% | Reduce -28.7% | 8,957 | $956K |
| Vantage Point Financial LLC | 0.34% | New | 8,944 | $954K |
| Dravo Bay LLC | 0.40% | Add +7.5% | 8,939 | $954K |
| Prairiewood Capital, LLC | 0.29% | Add +2.4% | 8,883 | $948K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 8,817 | $941K |
| Montag A & Associates Inc. | 0.04% | Reduce -23.6% | 8,779 | $937K |
| Objective Capital Management, LLC | 0.95% | Add +6.1% | 8,775 | $936K |
| CGN Advisors LLC | 0.07% | Reduce -5.7% | 8,742 | $933K |
| Amplius Wealth Advisors, LLC | 0.08% | No change | 8,708 | $929K |
| Ameritas Advisory Services, LLC | 0.03% | Add +7531.6% | 8,700 | $928K |
| Rock Point Advisors, LLC | 0.23% | Add +0.5% | 8,680 | $926K |
| Chatham Capital Group, Inc. | 0.13% | No change | 8,675 | $926K |
| Gradient Investments LLC | 0.01% | Add +5.5% | 8,659 | $924K |
| Keybank National Association | 0.00% | Reduce -5.4% | 8,653 | $923K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -2.1% | 8,639 | $922K |
| HSBC Holdings PLC | 0.00% | New | 8,632 | $921K |
| CVA Family Office, LLC | 0.11% | Reduce -8.7% | 8,602 | $918K |
| TriaGen Wealth Management LLC | 0.24% | No change | 8,541 | $911K |
| Wright Wealth LLC | 0.59% | — | 8,482 | $905K |
| White Pine Capital LLC | 0.25% | Add +44.0% | 8,424 | $899K |
| Postrock Partners LLC | 0.39% | No change | 8,400 | $896K |
| Procyon Advisors, LLC | 0.04% | Add +24.6% | 8,357 | $892K |
| Jordan Park Group LLC | 0.05% | Add +27.4% | 8,329 | $889K |
| Aviance Capital Partners, LLC | 0.10% | Add +0.2% | 8,184 | $873K |
| LeConte Wealth Management, LLC | 0.55% | Add +7.8% | 7,960 | $849K |
| NBT Bank, N.A. | 0.05% | No change | 7,955 | $849K |
| Plum Street Advisors, LLC | 0.30% | Add +0.2% | 7,887 | $842K |
| Hill Island Financial LLC | 0.20% | Add +14.8% | 7,866 | $839K |
| Joel Adams & Associates, Inc. | 0.63% | Reduce -1.3% | 7,863 | $839K |
| Everhart Financial Group, Inc. | 0.08% | Add +1.4% | 7,825 | $835K |
| Westover Capital Advisors, LLC | 0.15% | Add +11.1% | 7,778 | $830K |
| Silver Grove Financial Group, Inc. | 0.71% | Add +2.5% | 7,717 | $823K |
| Equitable Holdings, Inc. | 0.01% | Add +18.8% | 7,701 | $822K |
| O'Domhnaill Enterprises, Inc. | 0.76% | — | 7,632 | $814K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -7.3% | 7,624 | $813K |
| Cary Street Partners Financial LLC | 0.02% | No change | 7,606 | $812K |
| Creative Financial Designs Inc. | 0.05% | Reduce -23.2% | 7,606 | $812K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.67% | No change | 7,593 | $810K |
| Vista Investment Management | 0.27% | No change | 7,588 | $810K |
| Patten & Patten Inc. | 0.05% | Reduce -2.4% | 7,440 | $794K |
| Scott Capital Advisors, LLC | 0.17% | Reduce -26.4% | 7,402 | $790K |
| Neuberger Berman Group LLC | 0.00% | Add +22.6% | 7,390 | $789K |
| Trinity Wealth Management, LLC | 0.29% | Add +0.4% | 7,372 | $787K |
| Harbour Investments, Inc. | 0.02% | Reduce -1.0% | 7,359 | $785K |
| New World Advisors LLC | 0.13% | Reduce -11.6% | 7,355 | $785K |
| Compass Financial Group, Inc. | 0.35% | Add +5.9% | 7,336 | $783K |
| Koss-Olinger Consulting, LLC | 0.06% | New | 7,290 | $778K |
| Continuum Advisory, LLC | 0.08% | Reduce -0.9% | 7,152 | $763K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 7,096 | $757K |
| Clarus Group, Inc. | 0.27% | Reduce -12.6% | 7,093 | $757K |
| Discipline Wealth Solutions, LLC | 0.14% | Reduce -16.3% | 7,066 | $754K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 6,934 | $740K |
| Wescott Financial Advisory Group, LLC | 0.06% | Reduce -50.7% | 6,905 | $737K |
| Sapient Capital LLC | 0.01% | Add +203.5% | 6,871 | $733K |
| American National Bank & Trust | 0.07% | Reduce -49.5% | 6,834 | $729K |
| Capital Investment Services of America, Inc. | 0.07% | No change | 6,750 | $720K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +4.0% | 6,742 | $719K |
| Dean Investment Associates, LLC | 0.10% | No change | 6,650 | $710K |
| Archford Capital Strategies, LLC | 0.08% | Reduce -4.4% | 6,650 | $710K |
| Sunbeam Capital Management, LLC | 0.42% | Reduce -34.9% | 6,642 | $709K |
| Collective Family Office LLC | 0.16% | New | 6,570 | $701K |
| Zevin Asset Management LLC | 0.09% | New | 6,541 | $698K |
| Investment Planning Advisors, Inc. | 0.20% | Reduce -1.8% | 6,531 | $697K |
| Brady Martz Wealth Solutions, LLC | 0.12% | Reduce -1.5% | 6,473 | $691K |
| Investment Partners, LTD. | 0.24% | Reduce -19.4% | 6,460 | $689K |
| Jacobson & Schmitt Advisors, LLC | 0.12% | Reduce -4.6% | 6,399 | $683K |
| Flaharty Asset Management, LLC | 0.08% | Add +151.9% | 6,312 | $673K |
| Lineweaver Wealth Advisors, LLC | 0.09% | Add +4.8% | 6,231 | $665K |
| Hilltop Partners LLC | 0.17% | Add +0.0% | 6,219 | $664K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +29.1% | 6,163 | $658K |
| ArborFi Advisors, LLC | 0.53% | Add +9.1% | 6,161 | $657K |
| Rockport Wealth LLC | 0.13% | No change | 6,150 | $656K |
| Arax Advisory Partners | 0.02% | New | 6,074 | $648K |
| Orgel Wealth Management, LLC | 0.01% | Add +2.7% | 6,039 | $644K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -12.6% | 6,022 | $643K |
| Aspen Wealth Strategies, LLC | 0.35% | Reduce -2.0% | 6,010 | $641K |
| Central Pacific Bank - Trust Division | 0.08% | Reduce -15.4% | 5,968 | $637K |
| YHB Investment Advisors, Inc. | 0.04% | Reduce -3.8% | 5,933 | $633K |
| Citizens & Northern Corp. | 0.16% | No change | 5,929 | $633K |
| Petra Financial Advisors Inc. | 0.37% | Add +0.8% | 5,863 | $626K |
| TAGStone Capital, Inc. | 0.23% | Reduce -1.9% | 5,834 | $623K |
| Cadia Private Client LLC | 0.49% | — | 5,779 | $617K |
| Tilson Financial Group, Inc. | 0.19% | Add +0.6% | 5,712 | $609K |
| AQR Capital Management | 0.00% | No change | 5,709 | $609K |
| Advyzon Investment Management, LLC | 0.07% | Add +5.5% | 5,705 | $609K |
| Libra Wealth LLC | 0.17% | No change | 5,699 | $608K |
| Accurate Wealth Management, LLC | 0.08% | Add +46.0% | 5,677 | $607K |
| Parkside Financial Bank & Trust | 0.05% | Reduce -4.8% | 5,671 | $605K |
| Debussy Capital Management LP | 0.08% | Reduce -24.9% | 5,639 | $602K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | Add +109.2% | 5,624 | $601K |
| SP Asset Management LLC | 0.05% | Add +0.9% | 5,625 | $600K |
| Clear Creek Financial Management, LLC | 0.05% | Add +5.2% | 5,620 | $600K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -38.8% | 5,587 | $596K |
| WJ Wealth Management, LLC | 0.26% | Reduce -7.8% | 5,577 | $595K |
| Alliancebernstein L.P. | 0.00% | Add +35.0% | 5,563 | $594K |
| Haverford Trust Co | 0.01% | Add +9.5% | 5,531 | $590K |
| Spire Wealth Management | 0.02% | Reduce -79.5% | 5,527 | $590K |
| Code Waechter LLC | 0.38% | Reduce -7.3% | 5,514 | $588K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +2.3% | 5,508 | $588K |
| JHP Wealth Management, LLC | 0.56% | — | 5,462 | $583K |
| Novem Group | 0.07% | Reduce -19.2% | 5,443 | $581K |
| Quadrant Private Wealth Management, LLC | 0.09% | New | 5,414 | $578K |
| Silver Oak Wealth Advisors Services, LLC | 0.37% | No change | 5,411 | $577K |
| Beaumont Financial Advisors, LLC | 0.04% | Reduce -26.1% | 5,385 | $575K |
| Colonial Trust Co / SC | 0.08% | No change | 5,376 | $574K |
| L. Roy Papp & Associates, LLP | 0.06% | Add +23.0% | 5,350 | $571K |
| Synergy Investment Management, LLC | 0.20% | Add +3.0% | 5,332 | $569K |
| W.H. Cornerstone Investments Inc. | 0.34% | Add +10.9% | 5,312 | $567K |
| Donaldson Capital Management, LLC | 0.02% | No change | 5,297 | $565K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -8.5% | 5,264 | $562K |
| Chesapeake Wealth Management | 0.17% | No change | 5,250 | $560K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -11.1% | 5,193 | $554K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 5,168 | $551K |
| WBH Advisory Inc. | 0.04% | No change | 5,148 | $549K |
| Efficient Advisors, LLC | 0.03% | Reduce -8.5% | 5,120 | $546K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.9% | 5,100 | $544K |
| Waldron Private Wealth LLC | 0.02% | Reduce -38.5% | 5,091 | $543K |
| Revolve Wealth Partners, LLC | 0.06% | No change | 5,078 | $542K |
| CoreCap Advisors, LLC | 0.02% | Add +2.8% | 5,066 | $541K |
| Csenge Advisory Group | 0.02% | Add +14.8% | 5,053 | $539K |
| &partners | 0.00% | Add +15.1% | 5,044 | $538K |
| Colonial Trust Advisors | 0.04% | No change | 5,020 | $536K |
| Helium Advisors LLC | 0.54% | Reduce -0.7% | 5,009 | $534K |
| Hunter Associates Investment Management LLC | 0.07% | No change | 5,000 | $534K |
| Austin Private Wealth, LLC | 0.04% | Reduce -36.9% | 5,003 | $534K |
| Princeton Global Asset Management LLC | 0.09% | Reduce -2.5% | 4,990 | $532K |
| FF Advisors,LLC | 0.23% | No change | 4,912 | $524K |
| Rodgers & Associates, LTD | 0.05% | Add +39.4% | 4,905 | $523K |
| Essex Financial Services, Inc. | 0.03% | No change | 4,879 | $521K |
| Wealthcare Capital Partners, LLC | 0.24% | Add +11.5% | 4,852 | $518K |
| Rede Wealth, LLC | 0.18% | New | 4,804 | $513K |
| W1M Asset Management Ltd | 0.01% | New | 4,798 | $512K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,680 | $499K |
| DAVENPORT & Co LLC | 0.00% | Reduce -7.3% | 4,678 | $499K |
| Cannon Wealth Management Services, LLC | 0.35% | Add +3.9% | 4,668 | $498K |
| Stratos Investment Management, LLC | 0.02% | Reduce -6.3% | 4,667 | $498K |
| Polaris Investment Advisors, LLC | 0.36% | — | 4,634 | $494K |
| Power Wealth Management LLC | 0.17% | Reduce -1.7% | 4,624 | $493K |
| Cloud Capital Management, LLC | 0.23% | New | 4,628 | $492K |
| Flagship Private Wealth, LLC | 0.19% | Reduce -8.9% | 4,608 | $492K |
| Parkwoods Wealth Partners, LLC | 0.14% | New | 4,595 | $490K |
| BCS Wealth Management | 0.05% | Add +100.0% | 4,584 | $489K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +24.6% | 4,567 | $487K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -0.7% | 4,563 | $487K |
| Elevate Wealth Advisory, Inc. | 0.33% | Reduce -4.0% | 4,561 | $487K |
| Stephens Inc. | 0.01% | Add +7.1% | 4,543 | $485K |
| GC Wealth Management RIA, LLC | 0.02% | No change | 4,507 | $481K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +31.2% | 4,472 | $477K |
| HRT Financial LP | 0.00% | New | 4,441 | $473K |
| Madison Wealth Partners, Inc | 0.09% | Reduce -13.1% | 4,405 | $470K |
| Tru Independence Asset Management 2, LLC | 0.29% | No change | 4,387 | $468K |
| Endeavor Private Wealth, Inc. | 0.13% | Add +0.1% | 4,365 | $466K |
| Prosperity Consulting Group, LLC | 0.02% | Add +2.7% | 4,354 | $465K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +1.9% | 4,346 | $464K |
| LaFleur & Godfrey LLC | 0.06% | No change | 4,310 | $460K |
| Capital Analysts, LLC | 0.01% | Add +1.2% | 4,298 | $459K |
| Boston Trust Walden Corp | 0.00% | No change | 4,281 | $457K |
| Apex Wealth Management, LLC | 0.46% | Reduce -89.2% | 4,227 | $453K |
| Tsfg, LLC | 0.07% | Add +28.3% | 4,217 | $450K |
| Foster & Motley Inc. | 0.02% | Reduce -1.8% | 4,199 | $448K |
| Diversify Wealth Management, LLC | 0.02% | New | 4,126 | $442K |
| Shepherd Street Advisors LLC | 0.42% | — | 4,128 | $440K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.3% | 4,086 | $436K |
| Private Trust Co. NA | 0.04% | Add +237.3% | 4,081 | $435K |
| Cherry Tree Wealth Management, LLC | 0.09% | Reduce -5.8% | 4,006 | $427K |
| Steel Grove Capital Advisors, LLC | 0.04% | Add +13.0% | 4,000 | $427K |
| HCR Wealth Advisors | 0.04% | No change | 4,000 | $427K |
| Summit Wealth Partners, LLC | 0.08% | Add +0.3% | 3,962 | $423K |
| Sage Financial Management Group, Inc. | 0.13% | Add +8.5% | 3,958 | $422K |
| Investments & Financial Planning, LLC | 0.23% | Reduce -0.8% | 3,957 | $422K |
| Mezzasalma Advisors, LLC | 0.10% | Add +0.6% | 3,956 | $422K |
| Aerodigm Wealth, LLC | 0.16% | No change | 3,950 | $421K |
| CWA Asset Management Group, LLC | 0.02% | Add +14.8% | 3,938 | $420K |
| WPG Advisers, LLC | 0.31% | Add +0.9% | 3,918 | $418K |
| Team Financial Group, LLC | 0.19% | Reduce -3.2% | 3,904 | $417K |
| BCGM Wealth Management, LLC | 0.10% | Reduce -7.7% | 3,826 | $408K |
| Caliber Wealth Management, LLC / KS | 0.04% | Reduce -17.5% | 3,796 | $405K |
| South Plains Financial, Inc. | 0.24% | No change | 3,796 | $405K |
| KRM Wealth Management L.L.C. | 0.22% | — | 3,794 | $405K |
| Waller Financial Planning Group, Inc. | 0.09% | Reduce -4.5% | 3,789 | $404K |
| Warner Financial, Inc. | 0.14% | No change | 3,784 | $404K |
| Whittier Trust Co. | 0.00% | No change | 3,764 | $402K |
| Traction Financial Partners, LLC | 0.24% | Reduce -1.6% | 3,741 | $399K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -43.1% | 3,739 | $399K |
| Cannon Financial Strategists, Inc. | 0.06% | No change | 3,738 | $399K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,735 | $399K |
| Approach Retirement Advisors, LLC | 0.34% | — | 3,709 | $396K |
| Riversedge Advisors, LLC | 0.06% | Reduce -17.6% | 3,703 | $395K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | No change | 3,687 | $393K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -2.1% | 3,687 | $393K |
| Stephen J. Garry & Associates, LLC | 0.31% | No change | 3,667 | $391K |
| Cornerstone Investment Partners, LLC | 0.02% | Reduce -1.4% | 3,653 | $390K |
| Capstone Capital LLC | 0.25% | No change | 3,632 | $388K |
| Bernardo Wealth Planning LLC | 0.07% | Reduce -5.9% | 3,630 | $387K |
| Armor Investment Advisors, LLC | 0.14% | Reduce -17.4% | 3,615 | $386K |
| Gibbs Wealth Management | 0.09% | No change | 3,582 | $383K |
| Marshall Financial Group, LLC | 0.07% | Reduce -14.3% | 3,565 | $380K |
| Collaborative Wealth Managment Inc. | 0.13% | Add +0.0% | 3,562 | $380K |
| West Paces Advisors Inc. | 0.07% | Add +83.6% | 3,535 | $377K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 3,504 | $374K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -0.4% | 3,487 | $373K |
| Petersen Hastings Wealth Advisors Inc. | 0.04% | — | 3,482 | $372K |
| Flow Traders U.S. LLC | 0.01% | Reduce -96.4% | 3,467 | $370K |
| Investment Advisory Group, LLC | 0.10% | New | 3,464 | $370K |
| Park Place Capital Corp | 0.08% | Add +0.8% | 3,443 | $367K |
| Croban | 0.17% | Reduce -26.6% | 3,394 | $362K |
| Probity Advisors, Inc. | 0.06% | Reduce -11.4% | 3,345 | $357K |
| Cape Cod Five Cents Savings Bank | 0.03% | No change | 3,358 | $357K |
| Heritage Wealth Management, Inc. | 0.23% | No change | 3,340 | $356K |
| Balanced Rock Investment Advisors LLC | 0.25% | Reduce -9.6% | 3,331 | $355K |
| American Institute for Advanced Investment Management, LLP | 0.23% | New | 3,300 | $352K |
| Traveka Wealth, LLC | 0.14% | No change | 3,296 | $352K |
| Riverbend Wealth Management, LLC | 0.22% | No change | 3,285 | $351K |
| CAP Partners, LLC | 0.20% | Add +7.6% | 3,253 | $347K |
| Main Line Retirement Advisors, LLC | 0.18% | Reduce -78.0% | 3,246 | $346K |
| Alongside, LLC | 0.11% | — | 3,225 | $344K |
| IHT Wealth Management, LLC | 0.01% | Add +34.1% | 3,216 | $343K |
| Venturi Wealth Management, LLC | 0.02% | Add +14.3% | 3,206 | $342K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +0.8% | 3,205 | $342K |
| BTC Capital Management, Inc. | 0.02% | New | 3,194 | $341K |
| NTV Asset Management LLC | 0.04% | Add +60.3% | 3,186 | $340K |
| First Horizon Corp. | 0.01% | Add +41.9% | 3,124 | $333K |
| Foster Group, Inc. | 0.01% | Reduce -0.2% | 3,116 | $332K |
| WealthShield Partners, LLC | 0.04% | Reduce -32.8% | 3,109 | $332K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.1% | 3,107 | $332K |
| Western Wealth Management, LLC | 0.02% | Add +52.2% | 3,098 | $331K |
| Ballast Advisors LLC | 0.09% | No change | 3,094 | $330K |
| Blue Trust, Inc. | 0.00% | Add +1.4% | 3,082 | $329K |
| Two West Capital Advisors LLC | 0.19% | Add +3.0% | 3,081 | $329K |
| Pure Portfolios Holdings LLC | 0.10% | Add +0.8% | 3,080 | $329K |
| XY Planning Network, Inc. | 0.06% | Reduce -2.9% | 3,066 | $327K |
| Rwa Wealth Partners, LLC | 0.00% | New | 3,058 | $326K |
| Capasso Planning Partners LLC | 0.18% | Reduce -32.0% | 3,055 | $326K |
| Trust Co | 0.03% | Add +28.6% | 3,030 | $323K |
| Wealthspire Retirement, LLC | 0.02% | No change | 3,005 | $321K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -18.3% | 3,005 | $321K |
| Busey Bank | 0.01% | No change | 3,000 | $320K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $320K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $320K |
| First Manhattan Co. Llc. | 0.00% | New | 2,992 | $319K |
| Second Line Capital, LLC | 0.07% | New | 2,990 | $319K |
| Maia Wealth LLC | 0.05% | Reduce -12.9% | 2,970 | $319K |
| Wise Wealth Partners | 0.46% | Add +0.8% | 2,981 | $318K |
| Alta Wealth Advisors LLC | 0.11% | Add +0.2% | 2,972 | $317K |
| Independent Financial Group, LLC | 0.01% | New | 2,965 | $316K |
| Legacy Financial Strategies, LLC | 0.06% | Add +0.3% | 2,955 | $315K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.9% | 2,948 | $315K |
| One Wealth Advisors, LLC | 0.04% | Reduce -50.9% | 2,933 | $313K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +9.4% | 2,929 | $313K |
| Integris Wealth Management, LLC | 0.07% | No change | 2,927 | $312K |
| Generations Wealth, LLC | 0.32% | — | 2,910 | $310K |
| CreativeOne Wealth, LLC | 0.01% | Add +4.5% | 2,905 | $310K |
| Allen Capital Group, LLC | 0.03% | New | 2,903 | $310K |
| Flagstar Securities, Inc. | 0.10% | Add +9.6% | 2,891 | $309K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 2,869 | $306K |
| Coordinated Financial Services, Inc. | 0.18% | Add +0.8% | 2,839 | $303K |
| Morris Financial Concepts, Inc. | 0.11% | Add +3.6% | 2,829 | $302K |
| Longview Financial Advisors LLC | 0.17% | Reduce -40.1% | 2,811 | $300K |
| Private Wealth Asset Management, LLC | 0.03% | Reduce -14.9% | 2,806 | $299K |
| Firestone Capital Management | 0.06% | Add +14.3% | 2,794 | $298K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -62.3% | 2,790 | $298K |
| BDFS Capital LLC | 0.15% | — | 2,789 | $298K |
| XTX Topco Ltd | 0.01% | New | 2,787 | $297K |
| Hurlow Wealth Management Group, Inc. | 0.07% | Add +2.5% | 2,721 | $290K |
| Burling Wealth Partners, LLC | 0.04% | New | 2,710 | $289K |
| Hills Bank & Trust Co | 0.02% | No change | 2,702 | $288K |
| Sovereign Financial Group, Inc. | 0.05% | Add +7.8% | 2,697 | $288K |
| Kovack Advisors, Inc. | 0.01% | Reduce -8.6% | 2,666 | $284K |
| High Falls Advisors, Inc | 0.06% | Reduce -12.3% | 2,653 | $283K |
| Bfsg, LLC | 0.03% | Add +36.1% | 2,646 | $282K |
| Essential Planning, LLC. | 0.09% | No change | 2,640 | $282K |
| Baldwin Wealth Partners LLC | 0.02% | New | 2,640 | $282K |
| Atlas Legacy Advisors, LLC | 0.05% | Reduce -10.6% | 2,633 | $281K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -8.5% | 2,618 | $281K |
| Keyvantage Wealth, LLC | 0.12% | Reduce -2.2% | 2,627 | $280K |
| Lockerman Financial Group, Inc. | 0.53% | Add +0.8% | 2,601 | $278K |
| Fifth Third Bancorp | 0.00% | Reduce -50.4% | 2,600 | $277K |
| VERITY Wealth Advisors | 0.17% | No change | 2,568 | $274K |
| Mattern Capital Management, LLC | 0.03% | Reduce -3.6% | 2,568 | $274K |
| Kintra Wealth, LLC | 0.04% | New | 2,557 | $273K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -93.8% | 2,553 | $272K |
| Hidden Cove Wealth Management, LLC | 0.18% | No change | 2,545 | $272K |
| John A. Wolfe & Associates, Inc. | 0.15% | — | 486,884 | $271K |
| HORAN Wealth, LLC | 0.04% | Add +23.8% | 2,531 | $270K |
| TruWealth Advisors, LLC | 0.01% | Add +0.1% | 2,524 | $269K |
| Proffitt & Goodson Inc. | 0.04% | Add +1.5% | 2,523 | $269K |
| Fidelis Capital Partners, LLC | 0.02% | Reduce -12.3% | 2,501 | $267K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.1% | 2,483 | $265K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 2,452 | $262K |
| Arkadios Wealth Advisors | 0.01% | Reduce -5.0% | 2,442 | $261K |
| Lanark Financial, Inc. | 0.02% | Reduce -18.4% | 2,440 | $260K |
| Wellspring Financial Advisors, LLC | 0.02% | Add +0.1% | 2,413 | $257K |
| Omnia Family Wealth, LLC | 0.08% | New | 2,403 | $256K |
| Lodestone Wealth Management LLC | 0.10% | No change | 2,398 | $256K |
| Winthrop Advisory Group LLC | 0.02% | Add +1.9% | 2,395 | $256K |
| Sowell Financial Services LLC | 0.01% | Add +1.7% | 2,386 | $255K |
| Elevated Financial Group LLC | 0.09% | — | 2,386 | $255K |
| Calton & Associates, Inc. | 0.04% | Reduce -1.0% | 2,379 | $254K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -8.4% | 2,373 | $253K |
| Nautilus Advisors LLC | 0.17% | No change | 2,370 | $253K |
| Sutton Place Investors LLC | 0.14% | Reduce -8.0% | 2,354 | $251K |
| Mission Wealth Management, LP | 0.01% | No change | 2,346 | $250K |
| Rialto Wealth Management, LLC | 0.06% | Reduce -54.5% | 2,335 | $249K |
| Embree Financial Group | 0.03% | Add +0.9% | 2,332 | $249K |
| Jaffetilchin Investment Partners, LLC | 0.01% | No change | 2,317 | $247K |
| Chatterton & Associates Inc. | 0.21% | — | 2,293 | $245K |
| Wealth Effects LLC | 0.08% | Reduce -29.3% | 2,292 | $245K |
| Guardian Asset Advisors, LLC | 0.13% | Add +0.7% | 2,287 | $244K |
| White & Co Financial Planning Inc | 0.18% | No change | 2,277 | $243K |
| Portfolio Design Labs, LLC | 0.04% | Reduce -13.0% | 2,266 | $242K |
| VCI Wealth Management LLC | 0.07% | Add +13.1% | 2,266 | $242K |
| Wealth Advisory Solutions, LLC | 0.06% | No change | 2,222 | $237K |
| Thryve Wealth Management LLC | 0.12% | — | 2,210 | $236K |
| MCF Advisors LLC | 0.01% | New | 2,192 | $234K |
| Eagle Strategies LLC | 0.03% | Add +0.7% | 2,189 | $234K |
| Eagle Bay Advisors LLC | 0.17% | New | 2,180 | $233K |
| Westside Investment Management, Inc. | 0.04% | No change | 2,172 | $232K |
| Agate Pass Investment Management, LLC | 0.08% | Reduce -18.9% | 2,141 | $228K |
| Pacific Park Financial, Inc. | 0.14% | — | 2,138 | $228K |
| Lansing Street Advisors | 0.06% | Reduce -20.8% | 2,126 | $227K |
| Gemmer Asset Management LLC | 0.02% | Add +0.8% | 2,122 | $227K |
| Modern Wealth Management, LLC | 0.00% | Reduce -87.5% | 2,103 | $224K |
| West Michigan Advisors, LLC | 0.05% | Add +1.9% | 2,097 | $224K |
| Morgan Dempsey Capital Management LLC | 0.11% | No change | 2,080 | $222K |
| Wealth Dimensions Group, Ltd. | 0.04% | No change | 2,035 | $217K |
| Fiduciary Alliance LLC | 0.01% | New | 2,028 | $216K |
| Northstar Financial Companies, Inc. | 0.17% | New | 2,014 | $215K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | No change | 2,000 | $213K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,000 | $213K |
| Goldstone Financial Group, LLC | 0.02% | No change | 1,998 | $213K |
| Keel Point, LLC | 0.01% | No change | 1,994 | $213K |
| Columbus Macro, LLC | 0.02% | Add +5.1% | 1,993 | $213K |
| First Citizens Bank & Trust Co. | 0.00% | No change | 1,972 | $210K |
| High Probability Advisors, LLC | 0.03% | Add +1.1% | 1,971 | $210K |
| Washington Trust Bank | 0.01% | Reduce -32.3% | 1,952 | $208K |
| Curtis Advisory Group, LLC | 0.04% | Add +0.5% | 1,950 | $208K |
| Foundation Wealth Management, LLC\PA | 0.08% | No change | 1,949 | $208K |
| Uptown Financial Advisors LLC | 0.18% | No change | 1,935 | $206K |
| Paladin Partners, LLC | 0.15% | — | 1,935 | $206K |
| First Hawaiian Bank | 0.03% | No change | 1,935 | $206K |
| Integrity Financial Corp | 0.10% | Add +54.6% | 1,925 | $205K |
| Legacy Wealth Partners, LLC | 0.05% | — | 1,916 | $204K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,907 | $203K |
| First Interstate Bank | 0.01% | No change | 1,895 | $202K |
| Jessup Wealth Management, Inc | 0.07% | Reduce -54.4% | 1,884 | $201K |
| Johnson Financial Group, Inc. | 0.01% | No change | 1,883 | $201K |
| Jefferies Financial Group Inc. | 0.00% | New | 1,880 | $201K |
| Shotwell Rutter Baer Inc | 0.12% | New | 1,873 | $200K |
| Pandora Wealth, Inc. | 0.12% | No change | 1,800 | $192K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -96.9% | 1,785 | $190K |
| Vision Retirement, LLC | 0.05% | — | 1,752 | $187K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +0.8% | 1,691 | $180K |
| Measured Wealth Private Client Group, LLC | 0.04% | New | 1,577 | $168K |
| Raffa Wealth Management, LLC | 0.03% | Add +75.9% | 1,562 | $167K |
| Cornerstone Financial Management LLC | 0.15% | — | 1,483 | $158K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,427 | $152K |
| Independence Bank of Kentucky | 0.02% | No change | 1,365 | $146K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 1,300 | $139K |
| Sofi Wealth, LLC | 0.01% | Add +30.4% | 1,141 | $122K |
| Robinswood Financial LLC | 0.04% | No change | 1,088 | $116K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -1.8% | 1,068 | $114K |
| 2UniFi Bank | 0.05% | No change | 903 | $96K |
| WFA of San Diego, LLC | 0.07% | No change | 894 | $95K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 806 | $86K |
| Collier Financial | 0.06% | Add +0.5% | 777 | $83K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 763 | $81K |
| DT Investment Partners, LLC | 0.01% | Add +36.1% | 728 | $78K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $75K |
| Stone House Investment Management, LLC | 0.01% | Add +324.7% | 688 | $73K |
| Capital Investment Counsel, Inc | 0.01% | New | 659 | $70K |
| Field & Main Bank | 0.02% | Add +18.4% | 651 | $69K |
| Motco | 0.01% | No change | 637 | $68K |
| Pacifica Partners Inc. | 0.03% | No change | 625 | $67K |
| Monetary Solutions, Ltd | 0.05% | — | 510 | $54K |
| Horizon Financial Services, LLC | 0.02% | No change | 471 | $50K |
| Bernard Wealth Management Corp. | 0.02% | No change | 450 | $48K |
| 10Elms LLP | 0.05% | No change | 435 | $46K |
| Rothschild Investment LLC | 0.00% | Add +13400.0% | 405 | $43K |
| Boreal Capital Management LLC | 0.04% | No change | 400 | $43K |
| Rossby Financial, LCC | 0.01% | Reduce -69.0% | 365 | $39K |
| Signature Equity Partners, LLC | 0.02% | — | 355 | $38K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $35K |
| SouthState Bank Corp | 0.00% | Reduce -14.6% | 321 | $34K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -31.3% | 309 | $33K |
| Optima Capital LLC | 0.01% | New | 306 | $33K |
| Greykasell Wealth Strategies, Inc. | 0.01% | Add +5.0% | 294 | $31K |
| Abound Financial, LLC | 0.01% | New | 264 | $28K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -20.7% | 256 | $27K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +0.8% | 243 | $26K |
| Harbor Investment Advisory, LLC | 0.00% | Add +9.3% | 234 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | New | 234 | $25K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -6.8% | 205 | $22K |
| Caldwell Trust Co | 0.00% | New | 201 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 200 | $21K |
| Kingdom Financial Group LLC. | 0.01% | New | 189 | $20K |
| Trust Co. of Vermont | 0.00% | New | 160 | $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% | Add +0.9% | 116 | $12K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -0.9% | 114 | $12K |
| Elyxium Wealth, LLC | 0.00% | New | 90 | $10K |
| Valley National Advisers Inc. | 0.00% | No change | 85 | $9K |
| 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 |
| Hollencrest Capital Management | 0.00% | No change | 36 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 31 | $3K |
| Eastern Bank | 0.00% | Reduce -92.7% | 31 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 30 | $3K |
| Hantz Financial Services, Inc. | 0.00% | No change | 26 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -62.5% | 18 | $2K |
| Midwest Capital Advisors, LLC | 0.00% | No change | 1 | $108 |
| Atlantic Union Bankshares Corp | 0.00% | New | 1 | $107 |
| Concord Wealth Partners | 0.00% | New | 1 | $107 |
| TFC Financial Management, Inc. | 0.00% | No change | 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.