iShares Short-Term NationalSUBETF
13F holders, Q1 2026 (March 31)890holders +26
73new positions
39sold out
3famous investors
$106.51avg. 13F price*
At the end of Q1 2026, 890 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 26 from Q4 2025. 73 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($1.1B), Mercer Global Advisors Inc. ($979.4M) and Morgan Stanley ($630.1M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $89.0M |
| Exits | 39 | $22.4M |
All 13F filers, Q4 2025 → Q1 2026: 9,235,504 shares bought and 4,099,313 shares sold, net +5,136,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 890 holders
| Bank of America Corp. | 0.08% | Add +26.5% | 10,534,007 | $1.1B |
| Mercer Global Advisors Inc. | 1.45% | Add +8.3% | 9,196,615 | $979.4M |
| Morgan Stanley | 0.04% | Add +4.3% | 5,916,664 | $630.1M |
| Bank of New York Mellon Corp | 0.10% | Reduce -4.2% | 4,932,802 | $525.3M |
| UBS Group AG | 0.06% | Add +147.2% | 2,914,733 | $310.4M |
| Creative Planning | 0.21% | Add +3.3% | 2,904,852 | $309.4M |
| Sei Investments Co. | 0.28% | Add +2.2% | 2,860,129 | $304.6M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +11.1% | 1,542,535 | $164.3M |
| Citigroup Inc. | 0.10% | Add +4.4% | 1,453,960 | $154.8M |
| Captrust Financial Advisors | 0.24% | Add +3.5% | 1,296,728 | $138.1M |
| Franklin Resources Inc. | 0.03% | Add +0.9% | 1,281,043 | $136.4M |
| Ameriprise Financial Inc. | 0.03% | Add +2.2% | 1,048,462 | $111.7M |
| Allstate Corp. | 1.19% | Reduce -32.3% | 1,047,584 | $111.6M |
| LPL Financial LLC | 0.03% | Add +0.4% | 1,037,196 | $110.5M |
| Mariner, LLC | 0.11% | Add +1.1% | 883,807 | $94.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +24.0% | 861,391 | $91.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.34% | — | 817,913 | $87.1M |
| Robinhood Asset Management, LLC | 5.83% | Reduce -1.6% | 755,267 | $80.4M |
| Salomon & Ludwin, LLC | 6.81% | Add +7.2% | 711,088 | $76.3M |
| Nisa Investment Advisors, LLC | 0.27% | Add +0.7% | 679,490 | $72.4M |
| Raymond James Financial Inc. | 0.02% | Add +21.6% | 634,187 | $67.5M |
| Bank of Montreal | 0.03% | Reduce -4.5% | 632,784 | $67.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.8% | 603,574 | $64.3M |
| Focus Partners Wealth | 0.07% | Add +8.4% | 593,545 | $64.0M |
| Allworth Financial LP | 0.26% | Reduce -0.7% | 596,499 | $63.5M |
| Royal Bank of Canada | 0.01% | Add +8.6% | 587,359 | $62.6M |
| Heritage Investment Group, Inc. | 8.72% | Add +3.2% | 541,010 | $57.6M |
| Commonwealth Equity Services, LLC | 0.08% | Reduce -12.1% | 540,109 | $57.5M |
| Cerity Partners LLC | 0.08% | Add +8.6% | 518,240 | $55.2M |
| US Bancorp \de | 0.06% | Reduce -10.1% | 476,766 | $50.8M |
| Truepoint, Inc. | 1.07% | Add +5.4% | 448,765 | $47.8M |
| Wells Fargo & Company | 0.01% | Add +25.3% | 443,715 | $47.3M |
| Crestwood Advisors Group, LLC | 0.78% | Reduce -14.6% | 434,108 | $46.2M |
| HighTower Advisors, LLC | 0.05% | Reduce -15.2% | 421,239 | $44.9M |
| Apella Capital, LLC | 0.66% | Add +1.8% | 418,476 | $44.7M |
| Wit, LLC | 0.84% | No change | 418,588 | $44.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.1% | 404,443 | $43.1M |
| TIAA Wealth Investment Management LLC | 0.32% | — | 387,522 | $41.3M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +11.7% | 385,215 | $41.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Add +227.7% | 372,808 | $39.7M |
| Orion Porfolio Solutions, LLC | 0.33% | Add +4.9% | 366,914 | $39.1M |
| DGS Capital Management, LLC | 5.79% | Reduce -2.1% | 330,165 | $35.2M |
| Cetera Investment Advisers | 0.04% | Add +25.8% | 327,556 | $34.9M |
| Rockefeller Capital Management L.P. | 0.06% | Add +5.2% | 308,233 | $32.8M |
| Stifel Financial Corp. | 0.03% | Reduce -5.3% | 298,813 | $31.8M |
| RMR Wealth Builders | 2.47% | Add +2.3% | 294,637 | $31.4M |
| Willis Johnson & Associates, Inc. | 1.76% | Reduce -1.7% | 283,043 | $30.1M |
| Gross & Hartman Investments LLC | 15.32% | Add +0.3% | 276,655 | $29.5M |
| Modera Wealth Management, LLC | 0.35% | Add +9.0% | 275,400 | $29.3M |
| Ritholtz Wealth Management | 0.50% | Add +3.8% | 271,256 | $28.9M |
| Glenview Trust Co | 0.44% | Add +101.4% | 263,159 | $28.0M |
| Old National Bancorp | 0.47% | Reduce -6.8% | 262,352 | $27.9M |
| Bear Mountain Capital, Inc. | 8.31% | New | 258,958 | $27.6M |
| Citizens Financial Group Inc. | 0.38% | Reduce -1.2% | 259,354 | $27.6M |
| Cahaba Wealth Management, Inc. | 1.87% | Reduce -0.9% | 259,110 | $27.6M |
| EP Wealth Advisors, LLC | 0.13% | Add +2.6% | 251,628 | $26.8M |
| CIBC Bancorp USA Inc. | 0.04% | — | 249,190 | $26.6M |
| Merit Financial Group, LLC | 0.19% | Add +52.4% | 241,506 | $25.7M |
| Freestone Capital Holdings, LLC | 0.76% | Add +16.6% | 233,904 | $24.9M |
| Fifth Third Bancorp | 0.04% | Add +8799.2% | 231,380 | $24.6M |
| Safe Harbor Family Capital, LLC | 19.27% | Add +0.2% | 231,281 | $24.6M |
| LVW Advisors, LLC | 2.39% | Add +5.8% | 230,341 | $24.5M |
| Partners Capital Investment Group, LLP | 0.89% | Add +39.6% | 222,273 | $23.7M |
| Jones Financial Companies LLLP | 0.01% | Add +56.6% | 213,298 | $22.7M |
| Osaic Holdings, Inc. | 0.03% | Reduce -19.8% | 210,257 | $22.4M |
| Mather Group, Llc. | 0.21% | Add +1.9% | 197,700 | $21.1M |
| Legacy Edge Advisors, LLC | 2.19% | Add +3.9% | 195,954 | $20.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -25.3% | 197,812 | $20.6M |
| Carnegie Investment Counsel | 0.40% | Reduce -2.7% | 190,620 | $20.3M |
| Ascent Group, LLC | 0.69% | Add +6.5% | 187,832 | $20.0M |
| Members Trust Co | 0.66% | Add +4.2% | 187,268 | $19.9M |
| Betterment LLC | 0.04% | Reduce -6.3% | 186,835 | $19.9M |
| GAMMA Investing LLC | 0.89% | Add +16.1% | 179,558 | $19.1M |
| Arkansas Financial Group, Inc. | 2.60% | Add +0.6% | 175,251 | $18.7M |
| Bailard, Inc. | 0.43% | Reduce -12.5% | 174,632 | $18.6M |
| Alesco Advisors, LLC, An ESL Co | 0.47% | Reduce -0.7% | 173,848 | $18.5M |
| One Capital Management, LLC | 0.50% | Add +2.0% | 171,415 | $18.3M |
| Ellevest, Inc. | 2.44% | Add +3.3% | 164,434 | $17.5M |
| Brown Wealth Management, LLC | 4.25% | Add +3.6% | 155,398 | $16.5M |
| TD Private Client Wealth LLC | 0.33% | Add +13.1% | 149,522 | $15.9M |
| Dakota Wealth Management | 0.34% | Add +2.2% | 147,820 | $15.7M |
| Prime Capital Investment Advisors, LLC | 0.18% | Add +0.2% | 147,013 | $15.7M |
| Bank of Hawaii | 0.82% | Reduce -3.4% | 146,336 | $15.6M |
| Brandywine Oak Private Wealth LLC | 1.30% | Add +6.2% | 145,350 | $15.5M |
| Peapack Gladstone Financial Corp. | 0.20% | Add +43.0% | 145,078 | $15.5M |
| Slow Capital, Inc. | 1.95% | Add +0.7% | 141,308 | $15.0M |
| First National Bank of Omaha | 0.44% | Add +6.9% | 133,231 | $14.2M |
| City of London Investment Management Co. Ltd. | 1.01% | No change | 130,304 | $13.9M |
| Brookstone Capital Management | 0.15% | Add +12.4% | 124,842 | $13.3M |
| Oak Harvest Investment Services | 1.38% | Add +2.7% | 124,062 | $13.2M |
| Abundance Wealth Counselors | 1.89% | Add +5.4% | 123,854 | $13.2M |
| Sequoia Financial Advisors, LLC | 0.07% | Add +1.0% | 123,473 | $13.1M |
| Janney Montgomery Scott LLC | 0.03% | Add +10.2% | 122,001 | $13.0M |
| Flputnam Investment Management Co. | 0.19% | Add +1.7% | 120,870 | $12.9M |
| Smithfield Trust Co | 0.55% | Add +21.8% | 119,192 | $12.7M |
| MBL Wealth, LLC | 0.96% | Add +29.3% | 118,521 | $12.6M |
| Wealthcare Advisory Partners LLC | 0.24% | Add +21.4% | 116,104 | $12.4M |
| Grove Bank & Trust | 1.39% | Add +1.5% | 115,406 | $12.3M |
| Quantinno Capital Management LP | 0.02% | Reduce -0.8% | 114,752 | $12.2M |
| M&T Bank Corp | 0.04% | Reduce -5.0% | 112,089 | $11.9M |
| PDS Planning, Inc | 0.79% | Add +12.2% | 111,837 | $11.9M |
| MML Investors Services, LLC | 0.03% | Reduce -13.3% | 111,836 | $11.9M |
| Mesirow Financial Investment Management, Inc. | 0.19% | Add +0.5% | 111,488 | $11.9M |
| TD Capital Management LLC | 1.06% | Add +0.6% | 111,051 | $11.8M |
| Quent Capital, LLC | 0.79% | Add +11.5% | 105,106 | $11.2M |
| MidFirst Bank | 0.91% | Add +41.6% | 103,379 | $11.0M |
| Sheets Smith Wealth Management | 1.24% | Add +2.4% | 103,354 | $11.0M |
| Kestra Advisory Services, LLC | 0.04% | Add +41.8% | 103,173 | $11.0M |
| Partners in Financial Planning | 1.81% | Add +2.0% | 102,201 | $10.9M |
| Altiora Financial Group, LLC | 1.79% | Add +4.4% | 102,197 | $10.9M |
| Park Avenue Securities LLC | 0.08% | Add +20.1% | 102,078 | $10.9M |
| Aaron Wealth Advisors LLC | 0.62% | Add +3.9% | 101,053 | $10.8M |
| Waterway Wealth Management, LLC | 2.37% | Add +2.8% | 100,733 | $10.7M |
| Sanctuary Advisors, LLC | 0.06% | Add +5.2% | 100,659 | $10.7M |
| Financial Solutions Advisory Group, Inc. | 1.47% | — | 99,706 | $10.6M |
| Corient Private Wealth LP | 0.02% | Add +0.0% | 99,129 | $10.6M |
| Private Advisor Group, LLC | 0.05% | Add +5.4% | 98,130 | $10.5M |
| Choreo, LLC | 0.13% | Add +309.7% | 96,695 | $10.3M |
| Jane Street Group, LLC | 0.01% | New | 96,390 | $10.3M |
| BIP Wealth, LLC | 0.41% | Reduce -46.3% | 95,672 | $10.2M |
| Baird Financial Group, Inc. | 0.02% | Add +11.6% | 93,674 | $10.0M |
| Investment Research Partners LLC | 3.92% | Add +11.0% | 90,494 | $9.6M |
| Integrated Wealth Concepts LLC | 0.07% | Add +167.8% | 88,260 | $9.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.4% | 86,348 | $9.2M |
| JFS Wealth Advisors, LLC | 0.51% | Add +1.4% | 85,703 | $9.1M |
| Savvy Advisors, Inc. | 0.23% | Add +10.1% | 81,632 | $8.7M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +25.9% | 81,440 | $8.7M |
| World Investment Advisors | 0.13% | Add +17.2% | 78,064 | $8.3M |
| NewEdge Advisors, LLC | 0.03% | Reduce -5.3% | 77,740 | $8.3M |
| Condor Capital Management | 0.69% | Add +2.4% | 77,564 | $8.3M |
| Nicolet Bankshares Inc. | 0.30% | New | 77,533 | $8.2M |
| Elmwood Wealth Management, Inc. | 2.23% | Add +20.2% | 75,696 | $8.1M |
| Tiaa Trust, National Association | 0.48% | Reduce -94.2% | 74,439 | $7.9M |
| Joel Isaacson & Co., LLC | 0.26% | Add +29.7% | 73,035 | $7.8M |
| Zhang Financial LLC | 0.27% | Reduce -2.2% | 72,582 | $7.7M |
| Brio Consultants, LLC | 0.94% | Add +3.5% | 72,366 | $7.7M |
| Bragg Financial Advisors, Inc | 0.24% | Add +6.5% | 71,736 | $7.6M |
| SageView Advisory Group, LLC | 0.28% | Reduce -22.2% | 71,325 | $7.6M |
| Tobias Financial Advisors, Inc. | 1.05% | Add +29.3% | 70,943 | $7.6M |
| Clearwater Capital Advisors, LLC | 0.61% | Reduce -3.1% | 70,430 | $7.5M |
| Alaethes Wealth, LLC | 2.15% | Reduce -19.1% | 69,878 | $7.4M |
| Chesley Taft & Associates LLC | 0.31% | Add +1.0% | 69,747 | $7.4M |
| Meridian Wealth Partners, LLC | 1.02% | Reduce -1.1% | 69,709 | $7.4M |
| Aua Capital Management, LLC | 3.67% | No change | 67,377 | $7.2M |
| Northeast Financial Group, Inc. | 1.90% | Reduce -20.9% | 66,914 | $7.1M |
| Ackerman Capital Advisors, LLC | 1.45% | Add +7.3% | 66,619 | $7.1M |
| Deutsche Bank AG | 0.00% | Reduce -9.3% | 66,510 | $7.1M |
| Summit Financial, LLC | 0.09% | Add +327.4% | 65,274 | $7.0M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +16.6% | 64,546 | $6.9M |
| Single Point Partners, LLC | 1.34% | Add +2.9% | 63,178 | $6.7M |
| Opus Capital Group, LLC | 0.71% | Reduce -0.9% | 62,230 | $6.6M |
| Savant Capital, LLC | 0.03% | Reduce -0.0% | 61,718 | $6.6M |
| Regions Financial Corp. | 0.04% | Add +6.1% | 60,392 | $6.4M |
| Larson Financial Group LLC | 0.20% | Reduce -7.7% | 59,865 | $6.4M |
| FourThought Financial Partners, LLC | 0.53% | New | 57,541 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Add +35.4% | 57,467 | $6.1M |
| Lutz Financial Services LLC | 0.41% | Reduce -0.8% | 57,341 | $6.1M |
| Waverly Advisors, LLC | 0.04% | Add +7.5% | 55,582 | $5.9M |
| HUB Investment Partners, LLC | 0.14% | New | 55,496 | $5.9M |
| Stratos Wealth Partners, LTD. | 0.07% | Reduce -17.1% | 55,467 | $5.9M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -2.8% | 55,511 | $5.9M |
| Morton Brown Family Wealth, LLC | 1.55% | Add +2.4% | 55,101 | $5.9M |
| Composition Wealth, LLC | 0.08% | Reduce -72.3% | 54,617 | $5.8M |
| Life Planning Partners, Inc | 4.44% | Reduce -0.1% | 54,582 | $5.8M |
| Rockwood Wealth Management, LLC | 0.41% | Add +9.3% | 54,036 | $5.8M |
| Signet Financial Management, LLC | 0.64% | Add +3.0% | 53,560 | $5.7M |
| Truist Financial Corp. | 0.01% | Reduce -18.4% | 53,249 | $5.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -29.2% | 52,953 | $5.6M |
| Presilium Private Wealth, LLC | 0.99% | Add +5.0% | 52,874 | $5.6M |
| Durante & Waters, LLC | 4.07% | Add +4.3% | 52,780 | $5.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Reduce -0.3% | 52,599 | $5.6M |
| Integrated Advisors Network LLC | 0.29% | Reduce -40.6% | 52,262 | $5.6M |
| Anderson Hoagland & Co. | 0.48% | Add +1.1% | 52,127 | $5.6M |
| Apex Wealth Management, LLC | 3.66% | Add +1085.3% | 50,103 | $5.3M |
| Pine Harbor Wealth Management, LLC | 1.59% | Add +0.3% | 49,963 | $5.3M |
| Greenleaf Trust | 0.05% | Reduce -0.9% | 49,788 | $5.3M |
| Cwm, LLC | 0.01% | Reduce -7.1% | 49,746 | $5.3M |
| GWN Securities Inc. | 1.01% | Reduce -19.3% | 49,558 | $5.3M |
| McNamara Financial Services, Inc. | 1.00% | Add +1.9% | 49,477 | $5.3M |
| Syntegra Private Wealth Group, LLC | 0.50% | Add +11.8% | 49,465 | $5.3M |
| Cascade Financial Partners, LLC | 0.54% | Add +24.6% | 49,032 | $5.2M |
| Private Wealth Management Group, LLC | 1.36% | Add +2.5% | 48,573 | $5.2M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -0.2% | 48,114 | $5.1M |
| Voisard Asset Management Group, Inc. | 1.09% | Reduce -8.5% | 48,092 | $5.1M |
| Prospera Financial Services Inc | 0.08% | Add +1.8% | 48,002 | $5.1M |
| AMG National Trust Bank | 0.11% | Add +23.0% | 47,773 | $5.1M |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.0% | 47,621 | $5.1M |
| XML Financial, LLC | 0.41% | Add +4.7% | 47,607 | $5.1M |
| Perigon Wealth Management, LLC | 0.09% | Add +2.8% | 46,946 | $5.0M |
| Symmetry Partners, LLC | 0.28% | Add +7.5% | 46,797 | $5.0M |
| Avantax Planning Partners, Inc. | 0.13% | Reduce -11.7% | 46,116 | $4.9M |
| Valmark Advisers, Inc. | 0.06% | Add +7.5% | 45,908 | $4.9M |
| Invested Advisors | 4.89% | Add +5.3% | 45,489 | $4.8M |
| Sentinel Wealth Management, Inc. | 3.87% | Reduce -1.0% | 45,459 | $4.8M |
| Assetmark, Inc. | 0.01% | Reduce -9.8% | 45,078 | $4.8M |
| Avail Investment Partners, LLC | 5.12% | — | 45,005 | $4.8M |
| Eagle Rock Investment Company, LLC | 0.69% | Add +4.7% | 44,714 | $4.8M |
| First American Trust, FSB | 0.31% | Reduce -5.9% | 43,282 | $4.6M |
| Diversified Portfolios, Inc. | 0.38% | Reduce -8.0% | 43,164 | $4.6M |
| IF Advisors, LLC | 3.20% | Add +13.7% | 42,500 | $4.5M |
| Fisher Asset Management | 0.00% | Reduce -5.9% | 41,935 | $4.5M |
| Greenspring Advisors, LLC | 0.27% | Add +1.9% | 41,625 | $4.4M |
| Baron Financial Group, LLC | 2.35% | Reduce -0.0% | 40,930 | $4.4M |
| Curbstone Financial Management Corp | 0.82% | Add +0.5% | 40,460 | $4.3M |
| UMB Bank, n.a. | 0.06% | Reduce -6.6% | 40,419 | $4.3M |
| Mayflower Financial Advisors, LLC | 0.52% | Add +1.6% | 40,338 | $4.3M |
| O'Domhnaill Enterprises, Inc. | 3.44% | Add +425.8% | 40,132 | $4.3M |
| Farther Finance Advisors, LLC | 0.04% | Reduce -7.0% | 40,141 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.08% | Add +17.0% | 40,017 | $4.3M |
| LJI Wealth Management, LLC | 0.68% | Add +32.3% | 40,015 | $4.3M |
| Fairview Capital Investment Management, LLC | 0.23% | No change | 39,850 | $4.2M |
| Mullooly Asset Management, Inc. | 1.53% | Add +0.4% | 38,807 | $4.1M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1408.7% | 38,518 | $4.1M |
| Sanchez Levi Garrett | 2.55% | — | 38,236 | $4.1M |
| Manhattan West Asset Management, LLC | 0.79% | No change | 37,872 | $4.0M |
| Cambient Family Office, LLC | 0.56% | Add +26.9% | 37,858 | $4.0M |
| K2 Financial Inc. | 2.93% | Add +3.3% | 37,717 | $4.0M |
| BCO Wealth Management LLC | 2.38% | Add +11.1% | 37,166 | $4.0M |
| German American Bancorp, Inc. | 0.34% | Reduce -2.1% | 36,771 | $3.9M |
| Blair William & Co. | 0.01% | Add +7.4% | 36,770 | $3.9M |
| BWM Planning, LLC | 1.02% | Add +40.9% | 36,356 | $3.9M |
| MBM Wealth Consultants, LLC | 0.88% | Reduce -1.6% | 35,894 | $3.8M |
| Clearstead Advisors, LLC | 0.03% | Add +8.8% | 35,821 | $3.8M |
| Patten Group, Inc. | 0.66% | Reduce -6.7% | 35,699 | $3.8M |
| Tower Research Capital LLC (TRC) | 0.10% | Add +1895.0% | 35,611 | $3.8M |
| Alhambra Investment Management LLC | 1.74% | Add +1.8% | 35,421 | $3.8M |
| Root Financial Partners, LLC | 0.17% | Add +18.8% | 35,327 | $3.8M |
| 1015 Capital Partners, LLC | 3.61% | Add +0.6% | 34,898 | $3.7M |
| Phillips Financial Management, LLC | 0.27% | Reduce -18.5% | 34,823 | $3.7M |
| Wealth Architects, LLC | 0.33% | Add +2.2% | 34,499 | $3.7M |
| Charles Schwab Trust Co | 0.24% | Add +1.6% | 34,315 | $3.7M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +5.6% | 34,116 | $3.6M |
| Naples Global Advisors, LLC | 0.26% | Add +11.8% | 33,720 | $3.6M |
| North Dallas Bank & Trust Co. | 2.42% | Reduce -3.3% | 33,611 | $3.6M |
| Signal Tree Financial Partners LLC | 2.69% | Reduce -3.0% | 33,439 | $3.6M |
| Financial Plan, Inc. | 0.38% | Add +1.1% | 33,089 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.11% | Add +0.4% | 32,964 | $3.5M |
| Equita Financial Network, Inc. | 1.09% | Add +5.5% | 32,447 | $3.5M |
| Aspen Wealth Management LLC | 0.69% | Add +54.9% | 32,279 | $3.4M |
| Sigma Planning Corp | 0.10% | Add +0.6% | 32,138 | $3.4M |
| North Star Investment Management Corp. | 0.21% | Add +30.3% | 32,088 | $3.4M |
| Cardiff Park Advisors, LLC | 0.27% | Add +12.4% | 31,916 | $3.4M |
| Ironwood Wealth Management, LLC. | 0.97% | Add +17.6% | 31,612 | $3.4M |
| Factor Wealth Management LTD | 0.63% | Reduce -23.9% | 31,451 | $3.3M |
| Ausdal Financial Partners, Inc. | 0.14% | Add +478.6% | 30,049 | $3.2M |
| Rogco, LP | 1.07% | Add +13.4% | 29,969 | $3.2M |
| Simon Quick Advisors, LLC | 0.15% | Add +58.4% | 29,935 | $3.2M |
| Fonville Wealth Management LLC | 0.61% | No change | 29,878 | $3.2M |
| AlphaCore Capital LLC | 0.07% | Add +67.0% | 29,537 | $3.1M |
| James Investment Research, Inc. | 0.35% | Reduce -7.5% | 29,533 | $3.1M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -29.9% | 29,494 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -59.1% | 29,178 | $3.1M |
| Exencial Wealth Advisors, LLC | 0.10% | Reduce -3.2% | 28,894 | $3.1M |
| Choate Investment Advisors | 0.06% | No change | 28,825 | $3.1M |
| RFG Advisory, LLC | 0.06% | Add +7.1% | 28,542 | $3.0M |
| Compound Planning, Inc. | 0.09% | Reduce -3.4% | 28,458 | $3.0M |
| Advisory Services Network, LLC | 0.04% | Add +20.4% | 28,378 | $3.0M |
| Hudson Oak Wealth Advisory LLC | 2.63% | Add +0.6% | 28,368 | $3.0M |
| Lido Advisors, LLC | 0.01% | Reduce -6.0% | 28,039 | $3.0M |
| Brown, Lisle/Cummings, Inc. | 0.74% | No change | 27,927 | $3.0M |
| AE Wealth Management LLC | 0.02% | Add +97.1% | 27,576 | $2.9M |
| Brewster Financial Planning LLC | 1.77% | Add +10.5% | 27,438 | $2.9M |
| Legacy Financial Group, Inc. | 0.77% | Reduce -3.9% | 27,408 | $2.9M |
| Johnson Bixby & Associates, LLC | 0.36% | Add +2.1% | 27,157 | $2.9M |
| Wealthcare Capital Management LLC | 0.29% | Add +25.8% | 27,043 | $2.9M |
| Highview Capital Management LLC | 1.04% | Reduce -2.5% | 26,916 | $2.9M |
| Triad Wealth Partners, LLC | 0.22% | Add +21.7% | 26,559 | $2.8M |
| Fiduciary Trust Co | 0.03% | Add +3.0% | 26,301 | $2.8M |
| MAI Capital Management | 0.02% | Reduce -6.0% | 26,010 | $2.8M |
| Stone Summit Wealth LLC | 0.77% | Add +2.1% | 25,865 | $2.8M |
| Atria Investments, Inc | 0.03% | Reduce -4.5% | 25,841 | $2.8M |
| Confluence Wealth Services, Inc. | 0.10% | Add +2.4% | 24,825 | $2.6M |
| Ally Invest Advisors Inc. | 0.18% | Add +5.2% | 24,466 | $2.6M |
| Penney Financial, LLC | 1.00% | Reduce -0.7% | 24,446 | $2.6M |
| Rehmann Capital Advisory Group | 0.13% | Reduce -0.2% | 24,335 | $2.6M |
| Certior Financial Group, LLC | 1.63% | Add +65.0% | 23,989 | $2.6M |
| BlackRock, Inc. | 0.00% | Reduce -13.4% | 23,811 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +4.2% | 23,781 | $2.5M |
| Bonfire Financial | 1.90% | Add +3.1% | 23,728 | $2.5M |
| NewEdge Wealth, LLC | 0.03% | Reduce -8.4% | 23,645 | $2.5M |
| Destination Wealth Management | 0.06% | Add +2.2% | 23,425 | $2.5M |
| FMR LLC | 0.00% | Add +3.8% | 23,417 | $2.5M |
| Crewe Advisors LLC | 0.21% | No change | 23,393 | $2.5M |
| EverSource Wealth Advisors, LLC | 0.08% | Add +36.4% | 23,364 | $2.5M |
| Sigma Investment Counselors Inc. | 0.13% | Add +33.0% | 23,286 | $2.5M |
| Unison Advisors LLC | 0.19% | Add +0.0% | 23,277 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +33.9% | 23,259 | $2.5M |
| Safir Wealth Advisors, LLC | 1.78% | Add +2.1% | 23,056 | $2.5M |
| Omega Financial Group, LLC | 0.80% | Reduce -7.2% | 22,844 | $2.4M |
| Pines Wealth Management, LLC | 0.77% | Add +10.4% | 22,428 | $2.4M |
| Rosenberg Matthew Hamilton | 0.49% | Add +56.2% | 22,375 | $2.4M |
| Principal Securities, Inc. | 0.03% | Add +9.4% | 22,367 | $2.4M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -1.9% | 22,354 | $2.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.28% | Reduce -2.0% | 22,333 | $2.4M |
| KFA Private Wealth Group, LLC | 0.57% | Add +5.1% | 22,298 | $2.4M |
| Narus Financial Partners, LLC | 0.62% | Reduce -1.9% | 22,218 | $2.4M |
| McBroom & Associates, LLC | 1.31% | Reduce -5.4% | 22,126 | $2.4M |
| BTC Capital Management, Inc. | 0.16% | Add +578.3% | 21,664 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.30% | Add +0.8% | 21,568 | $2.3M |
| Avant Financial Advisors LLC | 1.61% | Add +5.2% | 21,562 | $2.3M |
| FC Advisory LLC | 0.67% | Reduce -9.0% | 21,501 | $2.3M |
| Pinnacle Bancorp, Inc. | 0.67% | Add +0.2% | 21,428 | $2.3M |
| 1900 Wealth Management LLC | 0.14% | Add +9.7% | 21,074 | $2.2M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -1.1% | 21,046 | $2.2M |
| Greenup Street Wealth Management LLC | 0.32% | Reduce -22.6% | 21,044 | $2.2M |
| Clear Wave Wealth Management LLC | 0.57% | — | 21,011 | $2.2M |
| Mutual Advisors, LLC | 0.05% | Reduce -2.0% | 20,721 | $2.2M |
| Belleair Asset Management, LLC | 2.01% | No change | 20,660 | $2.2M |
| Pure Financial Advisors, LLC | 0.03% | Add +8.6% | 20,530 | $2.2M |
| Vise Technologies, Inc. | 0.04% | No change | 20,314 | $2.2M |
| FLC Capital Advisors | 0.39% | Add +3.3% | 20,334 | $2.2M |
| Lazard Asset Management LLC | 0.00% | Reduce -1.3% | 20,305 | $2.2M |
| Angeles Wealth Management, LLC | 0.12% | Reduce -47.0% | 20,218 | $2.2M |
| Wiser Wealth Management, Inc | 0.46% | Add +0.8% | 19,973 | $2.1M |
| Carr Financial Group Corp | 0.56% | Add +0.4% | 19,808 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -0.2% | 19,794 | $2.1M |
| NDWM LLC | 1.36% | Add +3.6% | 19,663 | $2.1M |
| Advus Financial Partners, LLC | 0.52% | Add +7.8% | 19,489 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.2% | 19,216 | $2.0M |
| Evensky & Katz LLC | 0.12% | Reduce -2.0% | 19,077 | $2.0M |
| Red Tortoise LLC | 0.84% | Reduce -2.1% | 18,766 | $2.0M |
| Bravera Wealth | 0.90% | New | 18,700 | $2.0M |
| United Advisor Group, LLC | 0.25% | Add +76.3% | 18,682 | $2.0M |
| Wealthfront Advisers LLC | 0.00% | Add +63.2% | 18,662 | $2.0M |
| Altar Rock LLC | 2.33% | New | 18,603 | $2.0M |
| May Hill Capital, LLC | 0.49% | Reduce -0.8% | 18,435 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.13% | Reduce -2.6% | 18,287 | $1.9M |
| Midwestern Financial, LLC | 1.52% | Reduce -0.5% | 18,124 | $1.9M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +1.1% | 18,069 | $1.9M |
| Allegheny Financial Group | 0.26% | No change | 18,064 | $1.9M |
| WLTH Capital Management, LLC | 1.50% | Add +4.5% | 17,943 | $1.9M |
| Foronjy Financial LLC | 0.79% | Reduce -7.2% | 17,805 | $1.9M |
| Harbour Investments, Inc. | 0.03% | Add +141.5% | 17,771 | $1.9M |
| Chicago Partners Investment Group LLC | 0.04% | Add +0.1% | 17,659 | $1.9M |
| Crusonia Wealth Advisors LLC | 0.39% | Add +16.8% | 17,618 | $1.9M |
| Kings Path Partners LLC | 0.64% | Add +24.3% | 17,484 | $1.9M |
| Mayport, LLC | 0.35% | Add +2.8% | 17,478 | $1.9M |
| Smith Thornton Advisors LLC | 0.93% | Reduce -3.0% | 17,424 | $1.9M |
| Kwmg, LLC | 0.15% | Reduce -6.6% | 17,404 | $1.9M |
| Apeiron RIA LLC | 0.43% | Add +3.5% | 17,320 | $1.8M |
| Bridge Generations Wealth Management LLC | 1.04% | No change | 17,025 | $1.8M |
| Trivium Point Advisory, LLC | 0.33% | Reduce -5.4% | 16,980 | $1.8M |
| Thompson David Blair | 1.03% | Add +62.3% | 16,872 | $1.8M |
| Bangor Savings Bank | 0.14% | No change | 16,848 | $1.8M |
| Accredited Investor Services, LLC | 1.15% | Reduce -2.2% | 16,847 | $1.8M |
| Rivernorth Capital Management, LLC | 0.09% | New | 16,823 | $1.8M |
| First Heartland Consultants, Inc. | 0.14% | Add +28.8% | 16,714 | $1.8M |
| Cypress Capital Group | 0.20% | Add +4.0% | 16,685 | $1.8M |
| Juncture Wealth Strategies, LLC | 0.59% | Reduce -1.5% | 16,625 | $1.8M |
| Journey Strategic Wealth LLC | 0.04% | Reduce -2.1% | 16,594 | $1.8M |
| Sfam, LLC | 1.64% | Add +2.5% | 16,585 | $1.8M |
| Hobart Private Capital, LLC | 0.34% | Reduce -6.0% | 16,436 | $1.8M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -26.1% | 16,336 | $1.7M |
| Ballast Rock Private Wealth LLC | 0.96% | Add +0.0% | 16,220 | $1.7M |
| 1620 Investment Advisors, Inc. | 1.17% | Reduce -3.8% | 16,199 | $1.7M |
| Founders Grove Wealth Partners, LLC | 0.39% | Reduce -17.4% | 15,923 | $1.7M |
| Bessemer Group Inc. | 0.00% | No change | 15,916 | $1.7M |
| L.K. Benson & Company, P.C. | 0.56% | Add +2.8% | 15,872 | $1.7M |
| IFG Advisors, LLC | 0.27% | Add +1.6% | 15,631 | $1.7M |
| Advisory Alpha, LLC | 0.04% | Reduce -3.6% | 15,437 | $1.6M |
| Olde Wealth Management, LLC | 0.52% | No change | 15,362 | $1.6M |
| Roth Financial Partners LLC | 0.56% | Reduce -0.7% | 15,360 | $1.6M |
| Evernest Financial Advisors, LLC | 0.34% | Add +7.4% | 15,231 | $1.6M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -11.9% | 15,168 | $1.6M |
| VestGen Advisors, LLC | 0.04% | Add +46.4% | 15,115 | $1.6M |
| Greenwood Gearhart LLC | 0.09% | No change | 15,000 | $1.6M |
| Colton Groome Financial Advisors, LLC | 0.45% | Add +0.7% | 14,791 | $1.6M |
| Ade, LLC | 0.74% | Reduce -9.5% | 14,471 | $1.5M |
| Catalyst Financial Partners LLC | 0.18% | Reduce -7.8% | 14,264 | $1.5M |
| Parkwoods Wealth Partners, LLC | 0.37% | Add +206.1% | 14,067 | $1.5M |
| Seaside Wealth Management, Inc. | 0.42% | Reduce -2.2% | 14,063 | $1.5M |
| Financial Strategies Group, Inc. | 0.25% | Add +6.0% | 14,029 | $1.5M |
| Galvin, Gaustad & Stein, LLC | 0.12% | Reduce -11.5% | 13,896 | $1.5M |
| Heartwood Wealth Advisors LLC | 0.13% | No change | 13,868 | $1.5M |
| Wedmont Private Capital | 0.05% | Reduce -5.4% | 13,813 | $1.5M |
| Soltis Investment Advisors LLC | 0.09% | No change | 13,710 | $1.5M |
| Edgestream Partners, L.P. | 0.05% | Add +8.9% | 13,689 | $1.5M |
| True Link Financial Advisors, LLC | 0.09% | Add +0.5% | 13,535 | $1.4M |
| Jasper Ridge Partners, L.P. | 0.03% | New | 13,521 | $1.4M |
| McNaughton Wealth Management, LLC | 0.59% | Reduce -0.5% | 13,311 | $1.4M |
| Rockbridge Investment Management, LCC | 0.13% | Reduce -0.0% | 13,299 | $1.4M |
| RCS Financial Planning, LLC | 0.73% | Add +1.5% | 13,286 | $1.4M |
| Smith & Howard Wealth Management, LLC | 0.30% | No change | 13,140 | $1.4M |
| Plancorp, LLC | 0.04% | No change | 13,118 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.81% | Reduce -6.5% | 13,050 | $1.4M |
| IFP Advisors, Inc | 0.03% | Add +5.4% | 13,042 | $1.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.29% | No change | 12,911 | $1.4M |
| Parallel Advisors, LLC | 0.02% | Reduce -8.0% | 12,905 | $1.4M |
| Orange Investment Advisors, Inc. | 0.18% | No change | 12,753 | $1.4M |
| Becker Capital Management Inc. | 0.04% | Add +27.0% | 12,741 | $1.4M |
| White Lighthouse Investment Management Inc. | 0.19% | No change | 12,636 | $1.3M |
| Boltwood Capital Management | 0.34% | Add +6.3% | 12,605 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | New | 12,604 | $1.3M |
| Roan Capital Partners | 1.24% | — | 12,582 | $1.3M |
| Ethos Financial Group, LLC | 0.10% | Add +38.3% | 12,437 | $1.3M |
| IAM Advisory, LLC | 0.30% | Add +0.6% | 12,399 | $1.3M |
| Midwest Trust Co | 0.02% | Add +18.4% | 12,317 | $1.3M |
| Wingate Wealth Advisors, Inc. | 0.70% | Add +0.4% | 12,254 | $1.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0.41% | Reduce -0.9% | 12,187 | $1.3M |
| Peak Wealth Management LLC | 1.06% | Add +20.4% | 12,171 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.4% | 12,060 | $1.3M |
| First National Trust Co | 0.04% | No change | 11,991 | $1.3M |
| Shore Point Advisors, LLC | 0.50% | Add +10.4% | 11,946 | $1.3M |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -4.1% | 11,934 | $1.3M |
| Continuum Advisory, LLC | 0.12% | Add +66.2% | 11,885 | $1.3M |
| Diversified Enterprises, LLC | 0.07% | Add +5.6% | 11,803 | $1.3M |
| Strategic Financial Services, Inc. | 0.06% | No change | 11,713 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Reduce -8.7% | 11,542 | $1.2M |
| Arax Advisory Partners | 0.03% | Add +89.2% | 11,492 | $1.2M |
| Smithbridge Asset Management Inc. | 0.18% | Reduce -50.0% | 11,492 | $1.2M |
| Human Investing LLC | 0.18% | Add +1.3% | 11,487 | $1.2M |
| Intergy Private Wealth, LLC | 0.36% | Add +0.3% | 11,375 | $1.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -4.5% | 11,360 | $1.2M |
| Premier Path Wealth Partners, LLC | 0.16% | Add +6.3% | 11,297 | $1.2M |
| McAdam, LLC | 0.05% | Reduce -7.8% | 11,296 | $1.2M |
| RiverFront Investment Group, LLC | 0.02% | Add +11.5% | 11,275 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Add +146.5% | 11,248 | $1.2M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.8% | 11,236 | $1.2M |
| Zacks Investment Management | 0.01% | Add +0.4% | 11,235 | $1.2M |
| Pinney & Scofield, Inc. | 0.63% | No change | 10,985 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -0.8% | 10,963 | $1.2M |
| Redhawk Wealth Advisors, Inc. | 0.13% | Reduce -9.9% | 10,935 | $1.2M |
| Stewardship Advisors, LLC | 0.27% | Reduce -17.5% | 10,927 | $1.2M |
| Orin Green Financial, LLC | 0.47% | Reduce -1.3% | 10,833 | $1.2M |
| Flagship Harbor Advisors, LLC | 0.05% | New | 10,806 | $1.2M |
| FSM Wealth Advisors, LLC | 0.15% | Reduce -18.6% | 10,730 | $1.1M |
| Bull Street Advisors, LLC | 0.56% | Reduce -1.8% | 10,675 | $1.1M |
| Sax Wealth Advisors, LLC | 0.05% | No change | 10,579 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Add +1.5% | 10,489 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 10,504 | $1.1M |
| Avid Wealth Partners LLC | 0.53% | Reduce -5.4% | 10,481 | $1.1M |
| Old Second National Bank of Aurora | 0.23% | New | 10,476 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.6% | 10,474 | $1.1M |
| Tompkins Financial Corp. | 0.09% | No change | 10,467 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.05% | Reduce -16.5% | 10,450 | $1.1M |
| Exchange Bank | 0.76% | Reduce -0.7% | 10,360 | $1.1M |
| Dynamic Wealth Strategies, LLC | 0.64% | No change | 10,341 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | No change | 10,220 | $1.1M |
| Sonata Capital Group Inc. | 0.40% | Add +12.8% | 10,191 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.09% | Add +6.9% | 10,173 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.51% | Add +9.7% | 10,164 | $1.1M |
| Chilton Investment Co. Inc. | 0.03% | New | 10,105 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.08% | No change | 10,092 | $1.1M |
| Ascentis Independent Advisors | 0.08% | New | 10,038 | $1.1M |
| St Germain D J Co. Inc. | 0.04% | Add +2.2% | 9,955 | $1.1M |
| American Wealth Advisors, LLC | 1.10% | Reduce -0.2% | 9,949 | $1.1M |
| ARS Wealth Advisors Group, LLC | 0.09% | No change | 9,924 | $1.1M |
| Cosner Financial Group, LLC | 0.58% | No change | 9,873 | $1.1M |
| Vantage Point Financial LLC | 0.37% | Add +9.6% | 9,799 | $1.0M |
| Gould Asset Management LLC | 0.18% | Add +8.5% | 9,770 | $1.0M |
| Wesbanco Bank Inc. | 0.03% | New | 9,751 | $1.0M |
| TruNorth Capital Management, LLC | 0.20% | Reduce -3.3% | 9,734 | $1.0M |
| Nwam LLC | 0.06% | Add +8.0% | 9,676 | $1.0M |
| MainStreet Investment Advisors LLC | 0.15% | Reduce -4.8% | 9,599 | $1.0M |
| Montag A & Associates Inc. | 0.05% | Add +8.5% | 9,526 | $1.0M |
| S.A. Mason LLC | 0.38% | New | 9,400 | $1.0M |
| 1ST Source Bank | 0.05% | New | 9,353 | $996K |
| Dravo Bay LLC | 0.40% | Add +2.2% | 9,137 | $973K |
| Prairiewood Capital, LLC | 0.28% | Add +2.8% | 9,130 | $972K |
| Legacy Private Trust Co. | 0.06% | Reduce -2.1% | 9,113 | $971K |
| Fragasso Financial Advisors Inc | 0.06% | No change | 8,817 | $937K |
| Objective Capital Management, LLC | 0.95% | Add +0.2% | 8,790 | $936K |
| Wright Wealth LLC | 0.62% | Add +3.4% | 8,766 | $934K |
| Silver Grove Financial Group, Inc. | 0.75% | Add +13.4% | 8,749 | $932K |
| Berger Financial Group, Inc | 0.05% | Reduce -3.4% | 8,709 | $928K |
| Amplius Wealth Advisors, LLC | 0.08% | No change | 8,708 | $927K |
| Chatham Capital Group, Inc. | 0.13% | No change | 8,675 | $924K |
| Gradient Investments LLC | 0.01% | Add +0.1% | 8,671 | $923K |
| Envision Financial LLC | 0.50% | Reduce -3.7% | 8,639 | $920K |
| HSBC Holdings PLC | 0.00% | Reduce -0.4% | 8,601 | $916K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -1.2% | 8,599 | $916K |
| CVA Family Office, LLC | 0.10% | Reduce -0.3% | 8,580 | $914K |
| Rock Point Advisors, LLC | 0.25% | Reduce -1.2% | 8,573 | $913K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -1.0% | 8,554 | $911K |
| TriaGen Wealth Management LLC | 0.25% | No change | 8,541 | $910K |
| White Pine Capital LLC | 0.25% | Add +1.1% | 8,514 | $907K |
| Keybank National Association | 0.00% | Reduce -2.7% | 8,419 | $897K |
| Postrock Partners LLC | 0.41% | No change | 8,400 | $895K |
| Rodgers & Associates, LTD | 0.09% | Add +70.3% | 8,354 | $890K |
| Northern Trust Corp. | 0.00% | Reduce -31.8% | 8,341 | $888K |
| CGN Advisors LLC | 0.07% | Reduce -5.4% | 8,271 | $881K |
| Hill Island Financial LLC | 0.21% | Add +4.7% | 8,238 | $877K |
| Arkadios Wealth Advisors | 0.01% | Add +236.9% | 8,228 | $876K |
| LeConte Wealth Management, LLC | 0.56% | Add +2.7% | 8,173 | $870K |
| Aletheian Wealth Advisors LLC | 0.42% | — | 8,094 | $862K |
| Aviance Capital Partners, LLC | 0.10% | Reduce -1.7% | 8,044 | $857K |
| First Affirmative Financial Network | 0.33% | — | 7,982 | $850K |
| NBT Bank, N.A. | 0.06% | No change | 7,955 | $847K |
| Equitable Holdings, Inc. | 0.01% | Add +2.5% | 7,896 | $842K |
| Joel Adams & Associates, Inc. | 0.62% | Add +0.4% | 7,896 | $841K |
| XY Planning Network, Inc. | 0.13% | Add +157.6% | 7,897 | $840K |
| Diversify Wealth Management, LLC | 0.01% | Add +89.8% | 7,831 | $834K |
| Everhart Financial Group, Inc. | 0.07% | Reduce -0.3% | 7,801 | $831K |
| Westover Capital Advisors, LLC | 0.15% | Reduce -1.1% | 7,692 | $819K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +38.6% | 7,633 | $813K |
| Linscomb Wealth, Inc. | 0.04% | No change | 7,624 | $812K |
| Cary Street Partners Financial LLC | 0.02% | No change | 7,606 | $810K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.66% | No change | 7,593 | $809K |
| Delos Wealth Advisors, LLC | 0.46% | New | 7,589 | $808K |
| Vista Investment Management | 0.27% | No change | 7,588 | $808K |
| Cornerstone Financial Group, LLC | 0.52% | Reduce -17.1% | 7,584 | $806K |
| Neuberger Berman Group LLC | 0.00% | Add +1.9% | 7,530 | $802K |
| ARK & TLK Investments, LLC | 0.22% | Reduce -34.9% | 7,501 | $799K |
| Brighton Jones LLC | 0.02% | New | 7,468 | $795K |
| Plum Street Advisors, LLC | 0.27% | Reduce -5.9% | 7,422 | $790K |
| Jacobson & Schmitt Advisors, LLC | 0.14% | Add +15.9% | 7,415 | $790K |
| Creative Financial Designs Inc. | 0.05% | Reduce -2.5% | 7,414 | $790K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +9.7% | 7,399 | $788K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +100.0% | 7,374 | $785K |
| Trinity Wealth Management, LLC | 0.29% | No change | 7,372 | $785K |
| L. Roy Papp & Associates, LLP | 0.09% | Add +37.4% | 7,350 | $783K |
| Patten & Patten Inc. | 0.05% | Reduce -1.3% | 7,340 | $782K |
| Compass Financial Group, Inc. | 0.35% | Reduce -0.6% | 7,293 | $777K |
| Rinkey Investments | 0.20% | Reduce -20.9% | 7,165 | $763K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.7% | 7,136 | $760K |
| Keebeck Wealth Management | 0.09% | Reduce -28.6% | 7,118 | $758K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 7,096 | $756K |
| Advyzon Investment Management, LLC | 0.07% | Add +24.3% | 7,093 | $755K |
| Orgel Wealth Management, LLC | 0.02% | Add +16.6% | 7,041 | $750K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +0.4% | 6,930 | $738K |
| Brady Martz Wealth Solutions, LLC | 0.13% | Add +6.9% | 6,922 | $737K |
| Investment Partners, LTD. | 0.26% | Add +5.4% | 6,808 | $725K |
| Procyon Advisors, LLC | 0.04% | Reduce -18.6% | 6,800 | $724K |
| Capital Investment Services of America, Inc. | 0.08% | No change | 6,750 | $719K |
| Archford Capital Strategies, LLC | 0.08% | Add +1.0% | 6,718 | $715K |
| Cary Street Partners Investment Advisory LLC | 0.18% | New | 6,697 | $713K |
| Relyea Zuckerberg Hanson LLC | 0.07% | Add +8.0% | 6,657 | $709K |
| Dean Investment Associates, LLC | 0.10% | No change | 6,650 | $708K |
| Sunbeam Capital Management, LLC | 0.40% | Add +0.0% | 6,643 | $707K |
| Investment Planning Advisors, Inc. | 0.19% | Add +1.5% | 6,629 | $706K |
| Collective Family Office LLC | 0.16% | No change | 6,570 | $700K |
| Flagship Private Wealth, LLC | 0.28% | Add +42.5% | 6,564 | $699K |
| Discipline Wealth Solutions, LLC | 0.07% | Reduce -7.2% | 6,559 | $699K |
| FF Advisors,LLC | 0.28% | Add +33.0% | 6,535 | $697K |
| ArborFi Advisors, LLC | 0.57% | Add +6.0% | 6,532 | $696K |
| Busey Bank | 0.02% | Add +114.8% | 6,445 | $686K |
| Koss-Olinger Consulting, LLC | 0.06% | Reduce -11.9% | 6,419 | $684K |
| GC Wealth Management RIA, LLC | 0.03% | Add +41.4% | 6,372 | $679K |
| Wealthcare Capital Partners, LLC | 0.31% | Add +29.1% | 6,266 | $667K |
| GenTrust, LLC | 0.03% | Reduce -45.3% | 6,215 | $662K |
| Rockport Wealth LLC | 0.12% | No change | 6,150 | $655K |
| Whittier Trust Co. | 0.01% | Add +61.7% | 6,088 | $647K |
| Aspen Wealth Strategies, LLC | 0.35% | Add +0.7% | 6,050 | $644K |
| Chesapeake Wealth Management | 0.20% | Add +14.8% | 6,028 | $642K |
| &partners | 0.00% | Add +19.1% | 6,006 | $640K |
| Hilltop Partners LLC | 0.16% | Reduce -3.5% | 5,998 | $639K |
| YHB Investment Advisors, Inc. | 0.05% | Add +0.8% | 5,978 | $637K |
| Clear Creek Financial Management, LLC | 0.05% | Add +6.2% | 5,969 | $636K |
| Colonial Trust Co / SC | 0.09% | Add +10.9% | 5,964 | $635K |
| Citizens & Northern Corp. | 0.16% | No change | 5,929 | $631K |
| Waldron Private Wealth LLC | 0.02% | Add +16.4% | 5,925 | $631K |
| Alliancebernstein L.P. | 0.00% | Add +5.6% | 5,873 | $627K |
| TAGStone Capital, Inc. | 0.22% | Add +0.4% | 5,859 | $624K |
| Cadia Private Client LLC | 0.50% | Add +0.3% | 5,795 | $617K |
| AQR Capital Management | 0.00% | No change | 5,709 | $608K |
| Libra Wealth LLC | 0.17% | No change | 5,699 | $607K |
| Accurate Wealth Management, LLC | 0.07% | Reduce -0.1% | 5,672 | $604K |
| Parkside Financial Bank & Trust | 0.05% | No change | 5,671 | $604K |
| Generations Wealth, LLC | 0.59% | Add +94.6% | 5,662 | $603K |
| Tilson Financial Group, Inc. | 0.18% | Reduce -2.0% | 5,600 | $596K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -71.2% | 5,591 | $595K |
| WJ Wealth Management, LLC | 0.28% | No change | 5,577 | $594K |
| Haverford Trust Co | 0.01% | No change | 5,531 | $589K |
| Code Waechter LLC | 0.35% | No change | 5,514 | $587K |
| StoneX Group Inc. | 0.03% | Reduce -51.5% | 5,462 | $582K |
| Debussy Capital Management LP | 0.08% | Reduce -3.5% | 5,444 | $580K |
| Novem Group | 0.07% | Reduce -0.1% | 5,436 | $579K |
| DAVENPORT & Co LLC | 0.00% | Add +15.9% | 5,421 | $577K |
| Scott Capital Advisors, LLC | 0.12% | Reduce -27.5% | 5,364 | $572K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -4.0% | 5,361 | $571K |
| W.H. Cornerstone Investments Inc. | 0.35% | Add +0.4% | 5,332 | $568K |
| Csenge Advisory Group | 0.03% | Add +4.0% | 5,256 | $560K |
| Helium Advisors LLC | 0.53% | Add +4.7% | 5,246 | $559K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | Reduce -1.0% | 5,210 | $555K |
| Silver Oak Wealth Advisors Services, LLC | 0.36% | Reduce -3.8% | 5,205 | $554K |
| Rede Wealth, LLC | 0.20% | Add +7.6% | 5,170 | $551K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 5,168 | $550K |
| Flaharty Asset Management, LLC | 0.07% | Reduce -18.1% | 5,167 | $550K |
| WBH Advisory Inc. | 0.04% | No change | 5,148 | $548K |
| Onyx Bridge Wealth Group LLC | 0.06% | Add +0.4% | 5,121 | $545K |
| Sun Financial Inc | 0.27% | New | 5,082 | $540K |
| HORAN Wealth, LLC | 0.05% | Add +100.0% | 5,062 | $540K |
| Efficient Advisors, LLC | 0.04% | Reduce -1.9% | 5,024 | $535K |
| Colonial Trust Advisors | 0.04% | No change | 5,020 | $535K |
| CoreCap Advisors, LLC | 0.02% | Reduce -1.2% | 5,006 | $533K |
| Hunter Associates Investment Management LLC | 0.07% | No change | 5,000 | $533K |
| Princeton Global Asset Management LLC | 0.09% | No change | 4,990 | $531K |
| Revolve Wealth Partners, LLC | 0.07% | Reduce -2.4% | 4,954 | $528K |
| Hilltop Holdings Inc. | 0.05% | New | 4,952 | $527K |
| Cannon Wealth Management Services, LLC | 0.36% | Add +5.9% | 4,943 | $526K |
| Essex Financial Services, Inc. | 0.03% | No change | 4,879 | $520K |
| Madison Wealth Partners, Inc | 0.08% | Add +10.5% | 4,867 | $518K |
| Capital Analysts, LLC | 0.01% | Add +13.2% | 4,865 | $518K |
| LaFleur & Godfrey LLC | 0.06% | Add +12.2% | 4,835 | $515K |
| Elevate Wealth Advisory, Inc. | 0.32% | Add +5.3% | 4,803 | $512K |
| Stratos Investment Management, LLC | 0.02% | Add +1.4% | 4,734 | $504K |
| Spire Wealth Management | 0.02% | Reduce -15.0% | 4,699 | $500K |
| Uniting Wealth Partners, LLC | 0.11% | New | 4,685 | $499K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,680 | $498K |
| Beaumont Financial Advisors, LLC | 0.03% | Reduce -13.8% | 4,643 | $494K |
| Petersen Hastings Wealth Advisors Inc. | 0.05% | Add +33.3% | 4,641 | $494K |
| Cloud Capital Management, LLC | 0.22% | Add +0.4% | 4,648 | $494K |
| Sage Financial Management Group, Inc. | 0.15% | Add +16.9% | 4,626 | $493K |
| Power Wealth Management LLC | 0.18% | No change | 4,624 | $492K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -33.5% | 4,612 | $491K |
| Two West Capital Advisors LLC | 0.26% | Add +49.4% | 4,603 | $490K |
| Summit Wealth Partners, LLC | 0.08% | Add +16.1% | 4,599 | $490K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Add +5.2% | 4,573 | $487K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -24.8% | 4,529 | $482K |
| Petra Financial Advisors Inc. | 0.30% | Reduce -23.0% | 4,512 | $481K |
| CWS Financial Advisors, LLC | 0.12% | New | 4,507 | $480K |
| Polaris Investment Advisors, LLC | 0.35% | Reduce -3.2% | 4,485 | $478K |
| Gibbs Wealth Management | 0.06% | Add +25.1% | 4,481 | $477K |
| Main Line Retirement Advisors, LLC | 0.24% | Add +36.6% | 4,433 | $472K |
| Stephens Inc. | 0.01% | Reduce -2.9% | 4,413 | $470K |
| Tru Independence Asset Management 2, LLC | 0.29% | No change | 4,387 | $467K |
| Endeavor Private Wealth, Inc. | 0.13% | Add +0.1% | 4,368 | $465K |
| Waller Financial Planning Group, Inc. | 0.10% | Add +15.2% | 4,364 | $465K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -17.8% | 4,357 | $464K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 4,354 | $464K |
| Boston Trust Walden Corp | 0.00% | No change | 4,281 | $456K |
| Tsfg, LLC | 0.07% | Add +0.0% | 4,218 | $449K |
| Eagle Bay Advisors LLC | 0.39% | Add +91.7% | 4,180 | $445K |
| Chatterton & Associates Inc. | 0.31% | Add +81.3% | 4,156 | $443K |
| Shepherd Street Advisors LLC | 0.43% | Add +0.4% | 4,143 | $441K |
| Cherry Tree Wealth Management, LLC | 0.09% | No change | 4,006 | $427K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 4,000 | $426K |
| HCR Wealth Advisors | 0.04% | No change | 4,000 | $426K |
| Allen Capital Group, LLC | 0.04% | Add +37.5% | 3,993 | $425K |
| Sovereign Financial Group, Inc. | 0.07% | Add +47.5% | 3,978 | $424K |
| Investments & Financial Planning, LLC | 0.23% | Add +0.2% | 3,964 | $422K |
| Capstone Capital LLC | 0.27% | Add +8.9% | 3,957 | $421K |
| JHP Wealth Management, LLC | 0.40% | Reduce -27.6% | 3,956 | $421K |
| Aerodigm Wealth, LLC | 0.16% | No change | 3,950 | $421K |
| Apollon Wealth Management, LLC | 0.01% | Add +26.2% | 3,921 | $418K |
| Team Financial Group, LLC | 0.19% | Add +0.2% | 3,913 | $417K |
| WPG Advisers, LLC | 0.31% | Reduce -0.3% | 3,908 | $416K |
| Hutchens & Kramer Investment Management Group, LLC | 0.13% | New | 3,894 | $415K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -4.7% | 3,894 | $414K |
| Clarus Group, Inc. | 0.15% | Reduce -45.5% | 3,868 | $412K |
| First Citizens Bank & Trust Co. | 0.01% | Add +95.8% | 3,862 | $411K |
| BCGM Wealth Management, LLC | 0.10% | Add +0.1% | 3,830 | $408K |
| KRM Wealth Management L.L.C. | 0.21% | Add +0.4% | 3,810 | $406K |
| South Plains Financial, Inc. | 0.24% | No change | 3,796 | $404K |
| Collaborative Wealth Managment Inc. | 0.19% | Add +6.5% | 3,795 | $404K |
| Warner Financial, Inc. | 0.14% | No change | 3,784 | $403K |
| Traction Financial Partners, LLC | 0.25% | No change | 3,741 | $398K |
| Approach Retirement Advisors, LLC | 0.33% | Add +0.8% | 3,739 | $398K |
| Cannon Financial Strategists, Inc. | 0.05% | No change | 3,738 | $398K |
| Grandfield & Dodd, LLC | 0.02% | No change | 3,735 | $398K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -59.8% | 3,734 | $398K |
| Hayek Kallen Investment Management | 0.13% | New | 3,725 | $397K |
| Cornerstone Investment Partners, LLC | 0.02% | Add +1.6% | 3,712 | $395K |
| Guardian Asset Advisors, LLC | 0.23% | Add +61.0% | 3,681 | $392K |
| Purkiss Capital Advisors LLC | 0.17% | New | 3,657 | $389K |
| Mills Wealth Advisors LLC | 0.14% | New | 3,654 | $389K |
| Foster & Motley Inc. | 0.02% | Reduce -13.1% | 3,648 | $389K |
| American Institute for Advanced Investment Management, LLP | 0.25% | Add +10.6% | 3,650 | $389K |
| Bernardo Wealth Planning LLC | 0.08% | Add +0.2% | 3,637 | $387K |
| 1834 Investment Advisors Co. | 0.05% | New | 3,631 | $387K |
| Wealthspire Retirement, LLC | 0.02% | Add +18.8% | 3,569 | $380K |
| Marshall Financial Group, LLC | 0.06% | No change | 3,565 | $380K |
| Raffa Wealth Management, LLC | 0.06% | Add +127.9% | 3,560 | $379K |
| West Paces Advisors Inc. | 0.07% | No change | 3,535 | $376K |
| Riversedge Advisors, LLC | 0.06% | Reduce -4.6% | 3,531 | $376K |
| Armor Investment Advisors, LLC | 0.13% | Reduce -3.1% | 3,504 | $373K |
| Kintra Wealth, LLC | 0.03% | Add +36.5% | 3,489 | $372K |
| Isthmus Partners, LLC | 0.04% | New | 3,472 | $370K |
| Investment Advisory Group, LLC | 0.09% | No change | 3,464 | $369K |
| Blue Trust, Inc. | 0.00% | Add +12.3% | 3,462 | $369K |
| Park Place Capital Corp | 0.07% | Add +0.4% | 3,458 | $368K |
| Susquehanna International Group, LLP | 0.00% | New | 3,456 | $368K |
| Synergy Investment Management, LLC | 0.12% | Reduce -35.4% | 3,446 | $367K |
| IHT Wealth Management, LLC | 0.01% | Add +6.9% | 3,439 | $366K |
| CAP Partners, LLC | 0.21% | Add +5.0% | 3,417 | $364K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -13.6% | 3,402 | $362K |
| Mezzasalma Advisors, LLC | 0.09% | Reduce -14.2% | 3,396 | $362K |
| Western Wealth Management, LLC | 0.01% | Add +9.1% | 3,379 | $360K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -9.0% | 3,355 | $357K |
| Heritage Wealth Management, Inc. | 0.20% | Add +0.1% | 3,343 | $356K |
| CacheTech Inc. | 0.07% | New | 3,330 | $355K |
| Probity Advisors, Inc. | 0.06% | Reduce -0.5% | 3,327 | $354K |
| Lanark Financial, Inc. | 0.03% | Add +36.3% | 3,326 | $354K |
| Traveka Wealth, LLC | 0.13% | No change | 3,296 | $351K |
| Riverbend Wealth Management, LLC | 0.22% | No change | 3,285 | $350K |
| Sunesis Advisors, LLC | 0.16% | New | 3,275 | $349K |
| Valeo Financial Advisors, LLC | 0.01% | Add +10.8% | 3,268 | $348K |
| Advisor Resource Council | 0.14% | New | 3,257 | $347K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +0.6% | 3,225 | $344K |
| Hurlow Wealth Management Group, Inc. | 0.08% | Add +18.2% | 3,217 | $343K |
| Second Line Capital, LLC | 0.06% | Add +6.8% | 3,194 | $340K |
| Washington Trust Bank | 0.03% | Add +63.2% | 3,185 | $339K |
| Wealth Effects LLC | 0.12% | Add +38.7% | 3,180 | $339K |
| Shrier Wealth Management, LLC | 0.13% | New | 3,175 | $338K |
| Central Pacific Bank - Trust Division | 0.04% | Reduce -46.9% | 3,168 | $337K |
| WealthShield Partners, LLC | 0.04% | Add +1.4% | 3,152 | $336K |
| Foster Group, Inc. | 0.01% | Add +0.5% | 3,131 | $333K |
| First Horizon Corp. | 0.01% | No change | 3,124 | $333K |
| Rwa Wealth Partners, LLC | 0.00% | Add +0.3% | 3,066 | $327K |
| Balanced Rock Investment Advisors LLC | 0.23% | Reduce -8.1% | 3,060 | $326K |
| Trust Co | 0.03% | Add +0.1% | 3,033 | $323K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $320K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $320K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,005 | $319K |
| Bfsg, LLC | 0.03% | Add +13.2% | 2,994 | $319K |
| Wise Wealth Partners | 0.43% | Add +0.4% | 2,994 | $319K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,992 | $319K |
| Alta Wealth Advisors LLC | 0.10% | Add +0.3% | 2,980 | $317K |
| Passive Capital Management, LLC. | 0.09% | New | 2,979 | $317K |
| Legacy Financial Strategies, LLC | 0.06% | Add +0.1% | 2,959 | $315K |
| Ballast Advisors LLC | 0.09% | Reduce -4.7% | 2,949 | $314K |
| CreativeOne Wealth, LLC | 0.01% | Add +0.0% | 2,906 | $309K |
| Facet Wealth, Inc. | 0.01% | New | 2,870 | $306K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 2,869 | $306K |
| Coordinated Financial Services, Inc. | 0.18% | Add +0.4% | 2,850 | $304K |
| Flagstar Securities, Inc. | 0.11% | Reduce -1.6% | 2,846 | $303K |
| Eagle Strategies LLC | 0.04% | Add +29.6% | 2,838 | $302K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.08% | Reduce -50.0% | 2,812 | $299K |
| Private Wealth Asset Management, LLC | 0.03% | No change | 2,806 | $299K |
| Firestone Capital Management | 0.06% | Add +0.4% | 2,805 | $299K |
| Sterling Investment Counsel, LLC | 0.08% | New | 2,804 | $299K |
| Morris Financial Concepts, Inc. | 0.10% | Reduce -1.1% | 2,798 | $298K |
| Wedbush Securities Inc. | 0.01% | New | 2,800 | $298K |
| Capasso Planning Partners LLC | 0.16% | Reduce -8.6% | 2,791 | $297K |
| Jefferies Financial Group Inc. | 0.00% | Add +47.9% | 2,780 | $296K |
| NTV Asset Management LLC | 0.03% | Reduce -13.1% | 2,768 | $295K |
| Independent Financial Group, LLC | 0.01% | Reduce -6.8% | 2,765 | $294K |
| BDFS Capital LLC | 0.14% | Reduce -0.9% | 2,764 | $294K |
| Maia Wealth LLC | 0.05% | Reduce -8.5% | 2,718 | $290K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -39.3% | 2,714 | $289K |
| XTX Topco Ltd | 0.01% | Reduce -3.0% | 2,703 | $288K |
| Hills Bank & Trust Co | 0.01% | No change | 2,702 | $288K |
| Shufro Rose & Co. LLC | 0.02% | New | 2,694 | $287K |
| Integris Wealth Management, LLC | 0.07% | Reduce -8.3% | 2,685 | $286K |
| CX Institutional | 0.01% | Reduce -75.5% | 2,658 | $283K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 2,640 | $281K |
| Keyvantage Wealth, LLC | 0.12% | Reduce -0.1% | 2,623 | $279K |
| Sequent Planning LLC | 0.07% | New | 2,618 | $279K |
| Lockerman Financial Group, Inc. | 0.50% | No change | 2,601 | $277K |
| Kovack Advisors, Inc. | 0.01% | Reduce -2.5% | 2,599 | $276K |
| VERITY Wealth Advisors | 0.18% | No change | 2,568 | $273K |
| Mattern Capital Management, LLC | 0.03% | No change | 2,568 | $273K |
| Essential Planning, LLC. | 0.09% | Reduce -3.6% | 2,546 | $271K |
| Hidden Cove Wealth Management, LLC | 0.17% | No change | 2,545 | $271K |
| Proffitt & Goodson Inc. | 0.04% | Add +0.8% | 2,544 | $271K |
| Summit Wealth Group LLC / Co. | 0.03% | New | 2,504 | $267K |
| LPWM LLC | 0.07% | New | 2,501 | $266K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,501 | $266K |
| Strategic Financial Concepts, LLC | 0.07% | New | 2,587 | $266K |
| Sowell Financial Services LLC | 0.01% | Add +4.4% | 2,491 | $265K |
| Atlas Legacy Advisors, LLC | 0.05% | Reduce -5.6% | 2,485 | $265K |
| Stephen J. Garry & Associates, LLC | 0.21% | Reduce -32.7% | 2,467 | $263K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 2,452 | $261K |
| Winthrop Advisory Group LLC | 0.02% | Add +1.8% | 2,439 | $260K |
| Targeted Financial Services LLC | 0.21% | New | 2,403 | $256K |
| Omnia Family Wealth, LLC | 0.08% | No change | 2,403 | $256K |
| Lodestone Wealth Management LLC | 0.10% | No change | 2,398 | $255K |
| Elevated Financial Group LLC | 0.08% | No change | 2,386 | $254K |
| White & Co Financial Planning Inc | 0.18% | Add +4.7% | 2,384 | $254K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -31.5% | 2,388 | $254K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 2,373 | $253K |
| Nautilus Advisors LLC | 0.17% | No change | 2,370 | $252K |
| Sutton Place Investors LLC | 0.14% | No change | 2,354 | $251K |
| Mission Wealth Management, LP | 0.01% | No change | 2,346 | $250K |
| Embree Financial Group | 0.03% | Add +0.4% | 2,342 | $249K |
| Rialto Wealth Management, LLC | 0.06% | No change | 2,335 | $249K |
| Jaffetilchin Investment Partners, LLC | 0.01% | No change | 2,317 | $247K |
| BCS Wealth Management | 0.05% | Reduce -50.0% | 2,292 | $244K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | Reduce -22.0% | 2,285 | $243K |
| Pasadena Private Wealth, LLC | 0.03% | Reduce -97.3% | 2,278 | $243K |
| Portfolio Design Labs, LLC | 0.04% | No change | 2,266 | $241K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 2,265 | $241K |
| First Community Trust NA | 0.18% | Reduce -92.7% | 2,240 | $239K |
| Wealth Advisory Solutions, LLC | 0.05% | No change | 2,222 | $237K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.9% | 2,209 | $235K |
| Croban | 0.11% | Reduce -35.2% | 2,200 | $234K |
| Split Rock Private Trading & Wealth Management, LLC | 0.18% | New | 2,175 | $232K |
| Westside Investment Management, Inc. | 0.04% | No change | 2,172 | $231K |
| MCF Advisors LLC | 0.01% | Reduce -1.1% | 2,167 | $231K |
| Veery Capital, LLC | 0.07% | New | 2,137 | $228K |
| Conrad Siegel Investment Advisors, Inc. | 0.04% | New | 2,135 | $227K |
| Lansing Street Advisors | 0.06% | Add +0.4% | 2,134 | $227K |
| West Michigan Advisors, LLC | 0.05% | Add +1.7% | 2,133 | $227K |
| Gemmer Asset Management LLC | 0.02% | Add +0.5% | 2,132 | $227K |
| Rossby Financial, LCC | 0.05% | Add +482.7% | 2,127 | $226K |
| Integrity Advisory Solutions, LLC | 0.03% | New | 2,121 | $226K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -25.0% | 2,092 | $223K |
| Morgan Dempsey Capital Management LLC | 0.10% | No change | 2,080 | $222K |
| Caliber Wealth Management, LLC / KS | 0.02% | Reduce -45.5% | 2,068 | $220K |
| One Wealth Advisors, LLC | 0.03% | Reduce -29.7% | 2,062 | $220K |
| Keel Point, LLC | 0.01% | Add +2.8% | 2,049 | $218K |
| Northstar Financial Companies, Inc. | 0.17% | No change | 2,014 | $214K |
| VCI Wealth Management LLC | 0.06% | Reduce -11.6% | 2,004 | $213K |
| Goldstone Financial Group, LLC | 0.02% | Add +0.3% | 2,004 | $213K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | No change | 2,000 | $213K |
| Sage Mountain Advisors LLC | 0.01% | No change | 2,000 | $213K |
| High Probability Advisors, LLC | 0.03% | No change | 1,971 | $210K |
| Zevin Asset Management LLC | 0.03% | Reduce -70.0% | 1,962 | $209K |
| Curtis Advisory Group, LLC | 0.04% | Add +0.4% | 1,958 | $209K |
| Foundation Wealth Management, LLC\PA | 0.07% | No change | 1,949 | $208K |
| Fiduciary Alliance LLC | 0.01% | Reduce -4.0% | 1,946 | $207K |
| Uptown Financial Advisors LLC | 0.17% | No change | 1,935 | $206K |
| Paladin Partners, LLC | 0.15% | No change | 1,935 | $206K |
| First Hawaiian Bank | 0.03% | No change | 1,935 | $206K |
| Bigelow Investment Advisors, LLC | 0.08% | New | 1,931 | $206K |
| Calton & Associates, Inc. | 0.03% | Reduce -19.0% | 1,928 | $205K |
| Bedel Financial Consulting, Inc. | 0.02% | New | 1,925 | $205K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,907 | $203K |
| First Interstate Bank | 0.01% | No change | 1,895 | $202K |
| Jessup Wealth Management, Inc | 0.07% | No change | 1,884 | $201K |
| AssuredPartners Investment Advisors, LLC | 0.02% | New | 1,882 | $200K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +0.5% | 1,699 | $181K |
| Blueline Advisors LLC | 0.13% | New | 1,604 | $171K |
| American National Bank & Trust | 0.02% | Reduce -76.8% | 1,584 | $169K |
| Measured Wealth Private Client Group, LLC | 0.05% | No change | 1,577 | $168K |
| Cornerstone Financial Management LLC | 0.14% | No change | 1,483 | $158K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 1,427 | $152K |
| Independence Bank of Kentucky | 0.02% | No change | 1,365 | $145K |
| Private Trust Co. NA | 0.01% | Reduce -66.8% | 1,357 | $145K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 1,300 | $138K |
| Integrity Financial Corp | 0.07% | Reduce -35.3% | 1,245 | $133K |
| Robinswood Financial LLC | 0.04% | No change | 1,088 | $116K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -2.3% | 1,044 | $111K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 945 | $101K |
| 2UniFi Bank | 0.05% | No change | 903 | $96K |
| WFA of San Diego, LLC | 0.08% | No change | 894 | $95K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 806 | $86K |
| Collier Financial | 0.06% | Add +0.5% | 781 | $83K |
| DT Investment Partners, LLC | 0.01% | Add +6.0% | 772 | $82K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 763 | $81K |
| Vision Retirement, LLC | 0.02% | Reduce -56.5% | 762 | $81K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $75K |
| POM Investment Strategies, LLC | 0.09% | New | 663 | $71K |
| Capital Investment Counsel, Inc | 0.01% | No change | 659 | $70K |
| Field & Main Bank | 0.02% | No change | 651 | $69K |
| Motco | 0.01% | No change | 637 | $68K |
| Pacifica Partners Inc. | 0.02% | No change | 625 | $67K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 570 | $61K |
| Stone House Investment Management, LLC | 0.01% | Reduce -23.3% | 528 | $56K |
| Monetary Solutions, Ltd | 0.05% | Add +0.4% | 512 | $55K |
| Horizon Financial Services, LLC | 0.02% | No change | 471 | $50K |
| Atlas Capital Advisors Inc. | 0.01% | New | 463 | $49K |
| Bernard Wealth Management Corp. | 0.02% | No change | 450 | $48K |
| 10Elms LLP | 0.03% | No change | 435 | $46K |
| Maseco LLP | 0.00% | New | 403 | $43K |
| Signature Equity Partners, LLC | 0.02% | Add +5.6% | 375 | $40K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $35K |
| SouthState Bank Corp | 0.00% | No change | 321 | $34K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 294 | $31K |
| Hantz Financial Services, Inc. | 0.00% | Add +1026.9% | 293 | $31K |
| Cornerstone Planning Group LLC | 0.00% | Add +28.8% | 264 | $28K |
| AdvisorNet Financial, Inc | 0.00% | No change | 256 | $27K |
| Longview Financial Advisors LLC | 0.01% | Reduce -91.1% | 250 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 234 | $25K |
| Valley National Advisers Inc. | 0.00% | Add +165.9% | 226 | $24K |
| Financial Network Wealth Advisors LLC | 0.02% | Reduce -10.3% | 218 | $23K |
| Global Wealth Strategies & Associates | 0.01% | New | 214 | $23K |
| Frisco Financial Planning LLC | 0.02% | New | 210 | $22K |
| Caldwell Trust Co | 0.00% | No change | 201 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 200 | $21K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 189 | $20K |
| Kingdom Financial Group LLC. | 0.01% | No change | 189 | $20K |
| Abound Financial, LLC | 0.01% | Reduce -44.7% | 146 | $16K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -53.1% | 145 | $15K |
| Balentine LLC | 0.00% | No change | 144 | $15K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -92.9% | 133 | $14K |
| Vanguard Advisers Inc. | 0.00% | — | 129 | $14K |
| Holos Integrated Wealth LLC | 0.01% | No change | 118 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Add +0.9% | 117 | $12K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 114 | $12K |
| Joseph Group Capital Management | 0.00% | New | 97 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -62.0% | 89 | $9K |
| Bell Investment Advisors, Inc | 0.00% | New | 64 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 61 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 56 | $6K |
| Crews Bank & Trust | 0.00% | New | 39 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 36 | $4K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 31 | $3K |
| Eastern Bank | 0.00% | No change | 31 | $3K |
| Clarity Asset Management, Inc. | 0.00% | No change | 30 | $3K |
| Sofi Wealth, LLC | 0.00% | Reduce -97.4% | 30 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 28 | $3K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 24 | $3K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 18 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | New | 14 | $1K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 12 | $1K |
| Community Financial Services Group, LLC | 0.00% | New | 4 | $426 |
| Activest Wealth Management | 0.00% | New | 3 | $320 |
| Rothschild Investment LLC | 0.00% | Reduce -99.3% | 3 | $320 |
| Midwest Capital Advisors, LLC | 0.00% | No change | 1 | $108 |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.