iShares Short-Term NationalSUBETF
13F holders, Q2 2026 (June 30)915holders +25
69new positions
45sold out
3famous investors
$106.46avg. 13F price*
At the end of Q2 2026, 915 institutions reported holding iShares Short-Term National (SUB) in their 13F filings, up 25 from Q1 2026. 69 opened new positions and 45 sold out. The largest holders were Bank of America Corp. ($1.2B), Mercer Global Advisors Inc. ($1.1B) and Morgan Stanley ($593.8M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $46.5M |
| Exits | 45 | $30.3M |
All 13F filers, Q1 2026 → Q2 2026: 6,384,994 shares bought and 3,371,278 shares sold, net +3,013,716 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 915 holders
| Bank of America Corp. | 0.07% | Add +2.9% | 10,837,871 | $1.2B |
| Mercer Global Advisors Inc. | 1.37% | Add +13.4% | 10,432,746 | $1.1B |
| Morgan Stanley | 0.03% | Reduce -5.7% | 5,576,953 | $593.8M |
| Bank of New York Mellon Corp | 0.08% | Reduce -3.8% | 4,745,689 | $505.3M |
| UBS Group AG | 0.05% | Add +5.8% | 3,083,779 | $328.3M |
| Creative Planning | 0.18% | Add +1.7% | 2,954,555 | $314.6M |
| Sei Investments Co. | 0.28% | Add +3.2% | 2,950,954 | $314.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +0.6% | 1,551,444 | $165.2M |
| Citigroup Inc. | 0.08% | Add +5.3% | 1,531,445 | $163.1M |
| Captrust Financial Advisors | 0.23% | Add +7.1% | 1,388,673 | $147.9M |
| Franklin Resources Inc. | 0.03% | Reduce -4.4% | 1,225,020 | $130.4M |
| Ameriprise Financial Inc. | 0.02% | Add +8.7% | 1,139,510 | $121.3M |
| LPL Financial LLC | 0.02% | Reduce -1.2% | 1,024,779 | $109.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +135.8% | 953,664 | $101.5M |
| Robinhood Asset Management, LLC | 5.13% | Add +19.3% | 901,267 | $96.0M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -0.5% | 856,767 | $91.2M |
| Mariner, LLC | 0.09% | Reduce -3.8% | 850,660 | $90.6M |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.30% | Reduce -0.6% | 813,111 | $86.6M |
| Focus Partners Wealth | 0.08% | Add +26.6% | 751,428 | $80.0M |
| Raymond James Financial Inc. | 0.02% | Add +17.1% | 742,589 | $79.1M |
| Salomon & Ludwin, LLC | 6.36% | Add +2.2% | 726,711 | $77.3M |
| Nisa Investment Advisors, LLC | 0.22% | Reduce -0.6% | 675,290 | $71.9M |
| Bank of Montreal | 0.02% | Reduce -1.3% | 624,527 | $66.5M |
| Royal Bank of Canada | 0.01% | Add +0.5% | 590,539 | $62.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.0% | 567,623 | $60.4M |
| Heritage Investment Group, Inc. | 7.89% | Add +1.9% | 551,509 | $58.7M |
| Allworth Financial LP | 0.24% | Reduce -11.5% | 528,122 | $56.2M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -2.5% | 526,793 | $56.1M |
| Cerity Partners LLC | 0.06% | Reduce -5.0% | 492,533 | $52.4M |
| Truepoint, Inc. | 1.02% | Add +2.6% | 460,655 | $49.0M |
| US Bancorp \de | 0.05% | Reduce -4.9% | 453,380 | $48.3M |
| Wells Fargo & Company | 0.01% | Reduce -0.1% | 443,202 | $47.2M |
| HighTower Advisors, LLC | 0.04% | Add +3.0% | 433,650 | $46.2M |
| Orion Porfolio Solutions, LLC | 0.34% | Add +15.1% | 422,365 | $45.0M |
| Wit, LLC | 0.71% | No change | 418,588 | $44.6M |
| Apella Capital, LLC | 0.62% | Reduce -0.7% | 415,416 | $44.2M |
| Crestwood Advisors Group, LLC | 0.63% | Reduce -8.6% | 396,595 | $42.2M |
| Stifel Financial Corp. | 0.03% | Add +20.4% | 359,789 | $38.3M |
| Cetera Investment Advisers | 0.03% | Add +7.3% | 351,387 | $37.4M |
| Beacon Pointe Advisors, LLC | 0.17% | Reduce -10.9% | 343,233 | $36.5M |
| TIAA Wealth Investment Management LLC | 0.24% | Reduce -12.5% | 339,158 | $36.1M |
| EP Wealth Advisors, LLC | 0.14% | Add +34.7% | 338,887 | $36.1M |
| Citizens Financial Group Inc. | 0.43% | Add +30.3% | 337,842 | $36.0M |
| Merit Financial Group, LLC | 0.21% | Add +33.8% | 323,060 | $34.4M |
| RMR Wealth Builders | 2.07% | Add +6.3% | 313,220 | $33.3M |
| Rockefeller Capital Management L.P. | 0.05% | Add +0.9% | 310,995 | $33.1M |
| Willis Johnson & Associates, Inc. | 1.72% | Add +2.7% | 290,740 | $31.0M |
| Modera Wealth Management, LLC | 0.33% | Add +4.7% | 288,254 | $30.7M |
| Glenview Trust Co | 0.42% | Add +8.7% | 285,927 | $30.4M |
| Bear Mountain Capital, Inc. | 8.69% | Add +9.1% | 282,429 | $30.0M |
| Gross & Hartman Investments LLC | 13.23% | Add +1.7% | 281,424 | $30.0M |
| Osaic Holdings, Inc. | 0.03% | Add +32.4% | 278,430 | $29.6M |
| CIBC Bancorp USA Inc. | 0.04% | Add +11.1% | 276,817 | $29.3M |
| Cahaba Wealth Management, Inc. | 1.73% | Add +4.2% | 270,064 | $28.8M |
| Ritholtz Wealth Management | 0.42% | Reduce -1.5% | 267,213 | $28.5M |
| Freestone Capital Holdings, LLC | 0.74% | Add +13.5% | 265,422 | $28.3M |
| Abundance Wealth Counselors | 1.82% | Add +112.4% | 263,074 | $28.0M |
| Jones Financial Companies LLLP | 0.01% | Add +19.8% | 255,556 | $27.2M |
| LVW Advisors, LLC | 2.34% | Add +10.3% | 253,970 | $27.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +28.7% | 254,562 | $26.6M |
| Old National Bancorp | 0.52% | Reduce -6.8% | 244,497 | $26.0M |
| BIP Wealth, LLC | 0.72% | Add +150.2% | 239,389 | $25.5M |
| Safe Harbor Family Capital, LLC | 16.71% | Add +1.5% | 234,813 | $25.0M |
| GAMMA Investing LLC | 0.88% | Add +23.6% | 221,849 | $23.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -43.4% | 211,051 | $22.5M |
| Mather Group, Llc. | 0.19% | Add +4.0% | 205,542 | $21.9M |
| Fifth Third Bancorp | 0.04% | Reduce -12.3% | 202,850 | $21.6M |
| Legacy Edge Advisors, LLC | 1.95% | Add +1.6% | 199,011 | $21.2M |
| Ascent Group, LLC | 0.61% | Add +2.4% | 192,334 | $20.5M |
| Partners Capital Investment Group, LLP | 0.71% | Reduce -14.6% | 189,853 | $20.2M |
| Alesco Advisors, LLC, An ESL Co | 0.46% | Add +9.0% | 189,555 | $20.2M |
| Carnegie Investment Counsel | 0.39% | Reduce -3.9% | 183,174 | $19.5M |
| Members Trust Co | 0.61% | Reduce -2.5% | 182,646 | $19.4M |
| Betterment LLC | 0.03% | Reduce -2.3% | 182,548 | $19.4M |
| Arkansas Financial Group, Inc. | 2.42% | Reduce -0.6% | 174,286 | $18.6M |
| One Capital Management, LLC | 0.51% | No change | 171,415 | $18.3M |
| Janney Montgomery Scott LLC | 0.03% | Add +38.6% | 169,073 | $18.0M |
| Bank of Hawaii | 0.89% | Add +15.5% | 169,036 | $18.0M |
| Brown Wealth Management, LLC | 4.00% | Add +8.2% | 168,105 | $17.9M |
| Ellevest, Inc. | 2.09% | Add +1.1% | 166,205 | $17.7M |
| TD Private Client Wealth LLC | 0.31% | Add +7.0% | 159,941 | $17.0M |
| MML Investors Services, LLC | 0.03% | Add +37.7% | 154,022 | $16.4M |
| First National Bank of Omaha | 0.46% | Add +14.4% | 152,477 | $16.2M |
| Prime Capital Investment Advisors, LLC | 0.16% | Add +2.4% | 150,565 | $16.0M |
| Dakota Wealth Management | 0.30% | Add +1.3% | 149,771 | $15.9M |
| Assetmark, Inc. | 0.03% | Add +229.3% | 148,456 | $15.8M |
| Peapack Gladstone Financial Corp. | 0.18% | Add +1.9% | 147,760 | $15.7M |
| Wealthcare Advisory Partners LLC | 0.30% | Add +26.2% | 146,517 | $15.6M |
| Brookstone Capital Management | 0.15% | Add +15.7% | 144,483 | $15.4M |
| Brandywine Oak Private Wealth LLC | 1.15% | Reduce -2.4% | 141,844 | $15.1M |
| Slow Capital, Inc. | 1.74% | Reduce -0.8% | 140,107 | $14.9M |
| City of London Investment Management Co. Ltd. | 0.87% | Add +3.6% | 134,998 | $14.4M |
| Oak Harvest Investment Services | 1.30% | Add +5.3% | 130,615 | $13.9M |
| Flputnam Investment Management Co. | 0.16% | Add +2.9% | 124,417 | $13.2M |
| CX Institutional | 0.37% | Add +4425.4% | 120,284 | $12.8M |
| Quent Capital, LLC | 0.78% | Add +14.0% | 119,828 | $12.8M |
| Sequoia Financial Advisors, LLC | 0.06% | Reduce -4.0% | 118,563 | $12.6M |
| M&T Bank Corp | 0.04% | Add +5.2% | 117,953 | $12.6M |
| Sanctuary Advisors, LLC | 0.06% | Add +17.2% | 117,929 | $12.6M |
| Elequin Capital, LP | 2.15% | New | 117,318 | $12.5M |
| Grove Bank & Trust | 1.24% | Add +1.4% | 116,994 | $12.5M |
| Smithfield Trust Co | 0.50% | Reduce -1.9% | 116,865 | $12.4M |
| PDS Planning, Inc | 0.71% | Add +2.9% | 115,118 | $12.3M |
| MBL Wealth, LLC | 0.83% | Reduce -3.7% | 114,114 | $12.1M |
| Park Avenue Securities LLC | 0.08% | Add +11.8% | 114,097 | $12.1M |
| MidFirst Bank | 0.86% | Add +10.2% | 113,968 | $12.1M |
| Partners in Financial Planning | 1.78% | Add +7.8% | 110,184 | $11.7M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Reduce -1.7% | 109,571 | $11.7M |
| Kestra Advisory Services, LLC | 0.04% | Add +4.3% | 107,608 | $11.5M |
| Quantinno Capital Management LP | 0.01% | Reduce -6.5% | 107,339 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +23.2% | 106,414 | $11.3M |
| Aaron Wealth Advisors LLC | 0.57% | Add +4.3% | 105,380 | $11.2M |
| Bailard, Inc. | 0.23% | Reduce -40.4% | 104,008 | $11.1M |
| Baird Financial Group, Inc. | 0.01% | Add +8.5% | 101,627 | $10.8M |
| Altiora Financial Group, LLC | 1.66% | Reduce -3.4% | 98,775 | $10.5M |
| Zhang Financial LLC | 0.31% | Add +35.8% | 98,577 | $10.5M |
| Integrated Wealth Concepts LLC | 0.07% | Add +9.7% | 96,849 | $10.3M |
| TD Capital Management LLC | 0.84% | Reduce -13.3% | 96,298 | $10.3M |
| Choreo, LLC | 0.11% | Reduce -0.5% | 96,185 | $10.2M |
| Central Pacific Bank - Trust Division | 1.07% | Add +2910.0% | 95,358 | $10.2M |
| Financial Solutions Advisory Group, Inc. | 1.28% | Reduce -4.7% | 95,054 | $10.1M |
| Nicolet Bankshares Inc. | 0.32% | Add +21.5% | 94,184 | $10.0M |
| Waterway Wealth Management, LLC | 2.02% | Reduce -7.6% | 93,110 | $9.9M |
| Joel Isaacson & Co., LLC | 0.28% | Add +26.4% | 92,348 | $9.8M |
| Savvy Advisors, Inc. | 0.20% | Add +9.3% | 89,241 | $9.5M |
| Vestmark Advisory Solutions, Inc. | 0.09% | Add +5.2% | 85,677 | $9.1M |
| Savant Capital, LLC | 0.03% | Add +37.0% | 84,558 | $9.0M |
| Corient Private Wealth LP | 0.01% | Reduce -16.2% | 83,080 | $8.8M |
| NewEdge Advisors, LLC | 0.03% | Add +4.0% | 80,823 | $8.6M |
| Bragg Financial Advisors, Inc | 0.23% | Add +12.4% | 80,646 | $8.6M |
| Condor Capital Management | 0.63% | Add +1.8% | 78,971 | $8.4M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +21.6% | 78,499 | $8.4M |
| World Investment Advisors | 0.14% | Reduce -0.0% | 78,041 | $8.3M |
| Sheets Smith Wealth Management | 0.81% | Reduce -26.4% | 76,061 | $8.1M |
| Brio Consultants, LLC | 0.95% | Add +5.0% | 75,986 | $8.1M |
| Cambient Family Office, LLC | 0.99% | Add +99.3% | 75,455 | $8.0M |
| JFS Wealth Advisors, LLC | 0.40% | Reduce -13.1% | 74,471 | $7.9M |
| Elmwood Wealth Management, Inc. | 1.93% | Reduce -4.0% | 72,656 | $7.7M |
| Investment Research Partners LLC | 2.61% | Reduce -20.0% | 72,397 | $7.7M |
| FourThought Financial Partners, LLC | 0.59% | Add +24.7% | 71,745 | $7.6M |
| Susquehanna International Group, LLP | 0.01% | Add +1968.9% | 71,501 | $7.6M |
| SageView Advisory Group, LLC | 0.25% | Reduce -0.6% | 70,883 | $7.5M |
| Clearwater Capital Advisors, LLC | 0.55% | Add +0.1% | 70,520 | $7.5M |
| Lazard Asset Management LLC | 0.01% | Add +243.5% | 69,755 | $7.4M |
| Chesley Taft & Associates LLC | 0.29% | Reduce -0.0% | 69,722 | $7.4M |
| Aua Capital Management, LLC | 3.32% | Reduce -0.3% | 67,195 | $7.2M |
| Deutsche Bank AG | 0.00% | Reduce -0.7% | 66,079 | $7.0M |
| Syntegra Private Wealth Group, LLC | 0.54% | Add +33.4% | 65,984 | $7.0M |
| Wedmont Private Capital | 0.19% | Add +377.4% | 65,948 | $7.0M |
| Summit Financial, LLC | 0.08% | Add +0.8% | 65,788 | $7.0M |
| Ackerman Capital Advisors, LLC | 1.38% | Reduce -3.9% | 64,033 | $6.8M |
| Cascade Financial Partners, LLC | 0.59% | Add +29.8% | 63,633 | $6.8M |
| Regions Financial Corp. | 0.04% | Add +4.5% | 63,085 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +13.5% | 62,942 | $6.7M |
| Single Point Partners, LLC | 1.17% | Reduce -1.1% | 62,504 | $6.7M |
| Integrated Advisors Network LLC | 0.30% | Add +17.9% | 61,637 | $6.6M |
| Meridian Wealth Partners, LLC | 0.79% | Reduce -11.6% | 61,596 | $6.6M |
| Tiaa Trust, National Association | 0.39% | Reduce -17.6% | 61,305 | $6.5M |
| Natixis Advisors, LLC | 0.01% | Add +6.0% | 60,900 | $6.5M |
| Kings Path Partners LLC | 1.68% | Add +239.8% | 59,412 | $6.3M |
| Tobias Financial Advisors, Inc. | 0.80% | Reduce -16.7% | 59,096 | $6.3M |
| Opus Capital Group, LLC | 0.60% | Reduce -6.7% | 58,077 | $6.2M |
| Waverly Advisors, LLC | 0.04% | Add +4.0% | 57,827 | $6.2M |
| HUB Investment Partners, LLC | 0.11% | Add +2.6% | 56,968 | $6.1M |
| Durante & Waters, LLC | 3.97% | Add +7.8% | 56,868 | $6.1M |
| Citadel Advisors | 0.00% | Add +94.0% | 56,606 | $6.0M |
| First American Trust, FSB | 0.36% | Add +30.2% | 56,371 | $6.0M |
| AMG National Trust Bank | 0.12% | Add +17.3% | 56,058 | $6.0M |
| Presilium Private Wealth, LLC | 0.91% | Add +5.9% | 55,973 | $6.0M |
| Morton Brown Family Wealth, LLC | 1.34% | Add +0.8% | 55,545 | $5.9M |
| Lutz Financial Services LLC | 0.36% | Reduce -3.7% | 55,231 | $5.9M |
| Triad Wealth Partners, LLC | 0.34% | Add +105.0% | 54,459 | $5.8M |
| United Capital Financial Advisors, LLC | 0.03% | Reduce -2.8% | 53,968 | $5.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.08% | Add +0.1% | 52,643 | $5.6M |
| Valmark Advisers, Inc. | 0.06% | Add +14.2% | 52,409 | $5.6M |
| Anderson Hoagland & Co. | 0.43% | Reduce -0.9% | 51,678 | $5.5M |
| Apex Wealth Management, LLC | 3.35% | Add +2.7% | 51,444 | $5.5M |
| Larson Financial Group LLC | 0.14% | Reduce -14.3% | 51,294 | $5.5M |
| Perigon Wealth Management, LLC | 0.09% | Add +8.2% | 50,778 | $5.4M |
| Life Planning Partners, Inc | 3.99% | Reduce -7.5% | 50,465 | $5.4M |
| Advisory Services Network, LLC | 0.06% | Add +77.8% | 50,446 | $5.4M |
| Prospera Financial Services Inc | 0.08% | Add +4.8% | 50,328 | $5.4M |
| Pine Harbor Wealth Management, LLC | 1.43% | Add +0.7% | 50,312 | $5.4M |
| Symmetry Partners, LLC | 0.27% | Add +6.7% | 49,934 | $5.3M |
| McNamara Financial Services, Inc. | 0.91% | Reduce -0.1% | 49,407 | $5.3M |
| Private Wealth Management Group, LLC | 1.22% | Add +1.3% | 49,225 | $5.2M |
| Rockwood Wealth Management, LLC | 0.33% | Reduce -9.4% | 48,970 | $5.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +2.5% | 48,802 | $5.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -8.5% | 48,467 | $5.2M |
| Greenleaf Trust | 0.05% | Reduce -2.8% | 48,402 | $5.2M |
| Composition Wealth, LLC | 0.06% | Reduce -12.2% | 47,978 | $5.1M |
| Voisard Asset Management Group, Inc. | 0.96% | Reduce -0.7% | 47,760 | $5.1M |
| XML Financial, LLC | 0.37% | Add +0.1% | 47,680 | $5.1M |
| Wealthfront Advisers LLC | 0.01% | Add +155.5% | 47,674 | $5.1M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -1.2% | 47,550 | $5.1M |
| Root Financial Partners, LLC | 0.19% | Add +31.7% | 46,531 | $5.0M |
| GWN Securities Inc. | 0.80% | Reduce -8.8% | 45,186 | $4.8M |
| Farther Finance Advisors, LLC | 0.04% | Add +12.3% | 45,065 | $4.8M |
| Eagle Rock Investment Company, LLC | 0.59% | Add +0.3% | 44,831 | $4.8M |
| Invested Advisors | 4.19% | Reduce -2.2% | 44,469 | $4.7M |
| Sentinel Wealth Management, Inc. | 3.34% | Reduce -2.2% | 44,449 | $4.7M |
| Avantax Planning Partners, Inc. | 0.12% | Reduce -4.7% | 43,970 | $4.7M |
| German American Bancorp, Inc. | 0.35% | Add +19.3% | 43,859 | $4.7M |
| Great Valley Advisor Group, Inc. | 0.07% | Add +6.9% | 42,765 | $4.6M |
| Financial Plan, Inc. | 0.43% | Add +28.3% | 42,464 | $4.5M |
| LJI Wealth Management, LLC | 0.62% | Add +3.6% | 41,440 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -22.2% | 41,435 | $4.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +7.4% | 41,354 | $4.4M |
| Greenspring Advisors, LLC | 0.24% | Reduce -0.9% | 41,253 | $4.4M |
| BWM Planning, LLC | 1.01% | Add +12.3% | 40,832 | $4.3M |
| Baron Financial Group, LLC | 2.07% | Reduce -0.3% | 40,800 | $4.3M |
| Allstate Corp. | 0.04% | Reduce -96.2% | 40,156 | $4.3M |
| Fairview Capital Investment Management, LLC | 0.22% | No change | 39,850 | $4.2M |
| BCO Wealth Management LLC | 2.29% | Add +6.2% | 39,461 | $4.2M |
| Mayflower Financial Advisors, LLC | 0.36% | Reduce -2.6% | 39,299 | $4.2M |
| Mullooly Asset Management, Inc. | 1.27% | Add +0.1% | 38,838 | $4.1M |
| Sanchez Levi Garrett | 2.22% | Add +0.4% | 38,400 | $4.1M |
| Fisher Asset Management | 0.00% | Reduce -8.5% | 38,376 | $4.1M |
| Charles Schwab Trust Co | 0.23% | Add +11.2% | 38,157 | $4.1M |
| Blair William & Co. | 0.01% | Add +3.5% | 38,046 | $4.1M |
| Manhattan West Asset Management, LLC | 0.67% | Add +0.2% | 37,944 | $4.0M |
| Curbstone Financial Management Corp | 0.68% | Reduce -7.0% | 37,650 | $4.0M |
| Diversified Portfolios, Inc. | 0.29% | Reduce -13.2% | 37,462 | $4.0M |
| Dynamic Advisor Solutions LLC | 0.11% | Add +8.6% | 37,064 | $3.9M |
| 1015 Capital Partners, LLC | 3.24% | Add +4.1% | 36,323 | $3.9M |
| North Dallas Bank & Trust Co. | 2.29% | Add +7.7% | 36,206 | $3.9M |
| Alhambra Investment Management LLC | 1.66% | Add +1.1% | 35,827 | $3.8M |
| Wealth Architects, LLC | 0.30% | Add +3.2% | 35,616 | $3.8M |
| Vise Technologies, Inc. | 0.04% | Add +71.0% | 34,747 | $3.7M |
| UMB Bank, n.a. | 0.05% | Reduce -14.1% | 34,705 | $3.7M |
| K2 Financial Inc. | 2.58% | Reduce -8.7% | 34,423 | $3.7M |
| Patten Group, Inc. | 0.56% | Reduce -5.1% | 33,883 | $3.6M |
| Equita Financial Network, Inc. | 1.00% | Add +4.3% | 33,843 | $3.6M |
| Signal Tree Financial Partners LLC | 2.34% | Reduce -0.8% | 33,165 | $3.5M |
| North Star Investment Management Corp. | 0.19% | Add +3.2% | 33,110 | $3.5M |
| Avidian Wealth Enterprises, LLC | 0.10% | Reduce -0.8% | 32,710 | $3.5M |
| Clearstead Advisors, LLC | 0.03% | Reduce -9.3% | 32,505 | $3.5M |
| Naples Global Advisors, LLC | 0.21% | Reduce -4.6% | 32,183 | $3.4M |
| Brewster Financial Planning LLC | 1.87% | Add +16.7% | 32,011 | $3.4M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +3.6% | 31,146 | $3.3M |
| Cardiff Park Advisors, LLC | 0.25% | Reduce -4.0% | 30,630 | $3.3M |
| RFG Advisory, LLC | 0.05% | Add +7.3% | 30,623 | $3.3M |
| Rogco, LP | 0.99% | Add +1.4% | 30,390 | $3.2M |
| BlackRock, Inc. | 0.00% | Add +26.8% | 30,181 | $3.2M |
| Fonville Wealth Management LLC | 0.52% | Add +0.1% | 29,905 | $3.2M |
| Simon Quick Advisors, LLC | 0.13% | Reduce -0.2% | 29,862 | $3.2M |
| Johnson Bixby & Associates, LLC | 0.35% | Add +9.3% | 29,680 | $3.2M |
| James Investment Research, Inc. | 0.32% | Reduce -0.2% | 29,486 | $3.1M |
| Fiduciary Trust Co | 0.03% | Add +11.6% | 29,341 | $3.1M |
| Compound Planning, Inc. | 0.08% | Add +2.5% | 29,158 | $3.1M |
| FMR LLC | 0.00% | Add +24.3% | 29,100 | $3.1M |
| Choate Investment Advisors | 0.05% | No change | 28,825 | $3.1M |
| Angeles Wealth Management, LLC | 0.14% | Add +42.2% | 28,744 | $3.1M |
| Hudson Oak Wealth Advisory LLC | 2.32% | Reduce -0.2% | 28,307 | $3.0M |
| AlphaCore Capital LLC | 0.05% | Reduce -5.0% | 28,047 | $3.0M |
| Avail Investment Partners, LLC | 2.29% | Reduce -38.0% | 27,927 | $3.0M |
| Brown, Lisle/Cummings, Inc. | 0.67% | No change | 27,927 | $3.0M |
| Highview Capital Management LLC | 0.85% | Add +3.1% | 27,763 | $3.0M |
| WLTH Capital Management, LLC | 1.79% | Add +46.5% | 26,295 | $2.8M |
| Ally Invest Advisors Inc. | 0.17% | Add +7.4% | 26,271 | $2.8M |
| Ironwood Wealth Management, LLC. | 0.62% | Reduce -17.1% | 26,209 | $2.8M |
| AE Wealth Management LLC | 0.01% | Reduce -6.7% | 25,743 | $2.7M |
| Lido Advisors, LLC | 0.01% | Reduce -8.6% | 25,633 | $2.7M |
| Old Mission Capital LLC | 0.07% | New | 25,496 | $2.7M |
| Clear Wave Wealth Management LLC | 0.60% | Add +20.9% | 25,411 | $2.7M |
| Certior Financial Group, LLC | 1.48% | Add +5.9% | 25,395 | $2.7M |
| Carr Financial Group Corp | 0.61% | Add +25.9% | 24,948 | $2.7M |
| KFA Private Wealth Group, LLC | 0.64% | Add +11.7% | 24,900 | $2.7M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +5.3% | 24,610 | $2.6M |
| MAI Capital Management | 0.01% | Reduce -5.8% | 24,510 | $2.6M |
| Rehmann Capital Advisory Group | 0.12% | Add +0.4% | 24,440 | $2.6M |
| United Advisor Group, LLC | 0.28% | Add +30.4% | 24,365 | $2.6M |
| Confluence Wealth Services, Inc. | 0.07% | Reduce -2.3% | 24,267 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -75.4% | 24,175 | $2.6M |
| Legacy Financial Group, Inc. | 0.60% | Reduce -12.4% | 24,019 | $2.6M |
| BNP Paribas Financial Markets | 0.00% | New | 24,012 | $2.6M |
| Pines Wealth Management, LLC | 0.73% | Add +6.8% | 23,956 | $2.6M |
| Stone Summit Wealth LLC | 0.65% | Reduce -7.6% | 23,905 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.7% | 23,888 | $2.5M |
| Rivernorth Capital Management, LLC | 0.12% | Add +40.8% | 23,678 | $2.5M |
| Crewe Advisors LLC | 0.18% | No change | 23,393 | $2.5M |
| Avant Financial Advisors LLC | 1.55% | Add +8.4% | 23,378 | $2.5M |
| Sigma Investment Counselors Inc. | 0.12% | No change | 23,286 | $2.5M |
| Unison Advisors LLC | 0.17% | Add +0.0% | 23,283 | $2.5M |
| Wiser Wealth Management, Inc | 0.47% | Add +16.5% | 23,276 | $2.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -2.7% | 23,144 | $2.5M |
| NewEdge Wealth, LLC | 0.02% | Reduce -2.2% | 23,118 | $2.5M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -35.1% | 23,115 | $2.5M |
| Safir Wealth Advisors, LLC | 1.60% | No change | 23,056 | $2.5M |
| Parkwoods Wealth Partners, LLC | 0.39% | Add +61.8% | 22,753 | $2.4M |
| Destination Wealth Management | 0.06% | Reduce -3.4% | 22,628 | $2.4M |
| Pinnacle Bancorp, Inc. | 0.62% | Add +4.9% | 22,484 | $2.4M |
| May Hill Capital, LLC | 0.50% | Add +21.9% | 22,469 | $2.4M |
| Wealthcare Capital Management LLC | 0.22% | Reduce -18.2% | 22,118 | $2.4M |
| Bonfire Financial | 1.51% | Reduce -7.0% | 22,063 | $2.3M |
| Pure Financial Advisors, LLC | 0.03% | Add +7.2% | 22,008 | $2.3M |
| Omega Financial Group, LLC | 0.71% | Reduce -3.9% | 21,954 | $2.3M |
| Aspen Wealth Management LLC | 0.40% | Reduce -32.1% | 21,920 | $2.3M |
| Narus Financial Partners, LLC | 0.60% | Reduce -2.0% | 21,774 | $2.3M |
| Old Second National Bank of Aurora | 0.44% | Add +106.9% | 21,677 | $2.3M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.23% | Reduce -3.1% | 21,644 | $2.3M |
| FC Advisory LLC | 0.61% | Add +0.5% | 21,609 | $2.3M |
| Walkner Condon Financial Advisors LLC | 0.26% | Add +0.1% | 21,582 | $2.3M |
| Fifth Third Securities, Inc. | 0.13% | Reduce -5.6% | 21,096 | $2.2M |
| Phillips Financial Management, LLC | 0.16% | Reduce -39.7% | 20,993 | $2.2M |
| 1900 Wealth Management LLC | 0.12% | Reduce -0.9% | 20,890 | $2.2M |
| Belleair Asset Management, LLC | 1.85% | No change | 20,660 | $2.2M |
| Mutual Advisors, LLC | 0.04% | Reduce -1.0% | 20,509 | $2.2M |
| FLC Capital Advisors | 0.36% | Add +0.4% | 20,424 | $2.2M |
| Principal Securities, Inc. | 0.03% | Reduce -9.0% | 20,347 | $2.2M |
| Washington Trust Bank | 0.15% | Add +536.8% | 20,283 | $2.2M |
| Evensky & Katz LLC | 0.11% | Add +5.8% | 20,189 | $2.1M |
| McBroom & Associates, LLC | 1.08% | Reduce -8.8% | 20,185 | $2.1M |
| Factor Wealth Management LTD | 0.32% | Reduce -36.0% | 20,124 | $2.1M |
| Pathstone Holdings, LLC | 0.01% | Add +4.6% | 20,092 | $2.1M |
| NDWM LLC | 1.25% | Add +1.4% | 19,945 | $2.1M |
| Global Retirement Partners, LLC | 0.03% | — | 19,937 | $2.1M |
| Zacks Investment Management | 0.01% | Add +76.2% | 19,798 | $2.1M |
| Allegheny Financial Group | 0.22% | Add +9.5% | 19,772 | $2.1M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -0.7% | 19,655 | $2.1M |
| S.A. Mason LLC | 0.64% | Add +109.0% | 19,650 | $2.1M |
| Advus Financial Partners, LLC | 0.47% | Add +0.1% | 19,515 | $2.1M |
| IF Advisors, LLC | 1.33% | Reduce -55.3% | 19,000 | $2.0M |
| Midwestern Financial, LLC | 1.41% | Add +4.2% | 18,880 | $2.0M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -11.5% | 18,632 | $2.0M |
| Per Stirling Capital Management, LLC. | 0.18% | No change | 18,069 | $1.9M |
| IFG Advisory, LLC | 0.07% | New | 18,050 | $1.9M |
| O'Domhnaill Enterprises, Inc. | 1.52% | Reduce -55.5% | 17,861 | $1.9M |
| Beaird Harris Wealth Management, LLC | 0.12% | Reduce -2.8% | 17,770 | $1.9M |
| Roth Financial Partners LLC | 0.56% | Add +15.2% | 17,699 | $1.9M |
| Portfolio Design Labs, LLC | 0.31% | Add +679.4% | 17,662 | $1.9M |
| Sfam, LLC | 1.53% | Add +6.3% | 17,634 | $1.9M |
| Mayport, LLC | 0.29% | No change | 17,478 | $1.9M |
| Advisory Alpha, LLC | 0.05% | Add +11.9% | 17,277 | $1.8M |
| Cypress Capital Group | 0.17% | Add +3.2% | 17,214 | $1.8M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +64.2% | 17,194 | $1.8M |
| Bridge Generations Wealth Management LLC | 0.92% | No change | 17,025 | $1.8M |
| Lake Hills Wealth Management, LLC | 0.82% | New | 17,012 | $1.8M |
| Trivium Point Advisory, LLC | 0.16% | No change | 16,980 | $1.8M |
| Accredited Investor Services, LLC | 1.02% | Add +0.7% | 16,971 | $1.8M |
| Smith Thornton Advisors LLC | 0.80% | Reduce -2.5% | 16,994 | $1.8M |
| Harbour Investments, Inc. | 0.02% | Reduce -5.2% | 16,853 | $1.8M |
| Bangor Savings Bank | 0.13% | No change | 16,848 | $1.8M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +2.3% | 16,714 | $1.8M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -43.5% | 16,667 | $1.8M |
| Aptus Capital Advisors, LLC | 0.01% | Add +9.8% | 16,649 | $1.8M |
| Thompson David Blair | 0.89% | Reduce -1.4% | 16,628 | $1.8M |
| IFG Advisors, LLC | 0.24% | Add +6.3% | 16,624 | $1.8M |
| Cresset Asset Management, LLC | 0.01% | Add +45.9% | 16,579 | $1.8M |
| 1620 Investment Advisors, Inc. | 1.08% | Add +0.7% | 16,314 | $1.7M |
| Sax Wealth Advisors, LLC | 0.07% | Add +53.9% | 16,276 | $1.7M |
| Ethos Financial Group, LLC | 0.12% | Add +31.2% | 16,322 | $1.7M |
| Kwmg, LLC | 0.12% | Reduce -7.3% | 16,138 | $1.7M |
| Ballast Rock Private Wealth LLC | 0.78% | Reduce -1.8% | 15,926 | $1.7M |
| Seaside Wealth Management, Inc. | 0.42% | Add +13.1% | 15,900 | $1.7M |
| L.K. Benson & Company, P.C. | 0.51% | Add +0.1% | 15,887 | $1.7M |
| Juncture Wealth Strategies, LLC | 0.44% | Reduce -5.3% | 15,748 | $1.7M |
| Financial Strategies Group, Inc. | 0.26% | Add +11.4% | 15,628 | $1.7M |
| VestGen Advisors, LLC | 0.05% | Add +2.8% | 15,536 | $1.7M |
| Founders Grove Wealth Partners, LLC | 0.33% | Reduce -2.9% | 15,456 | $1.6M |
| Evernest Financial Advisors, LLC | 0.34% | Add +1.4% | 15,450 | $1.6M |
| Olde Wealth Management, LLC | 0.46% | No change | 15,362 | $1.6M |
| Kingsview Wealth Management, LLC | 0.02% | Add +34.6% | 15,139 | $1.6M |
| Greenwood Gearhart LLC | 0.07% | No change | 15,000 | $1.6M |
| Altar Rock LLC | 2.33% | Reduce -19.6% | 14,961 | $1.6M |
| Becker Capital Management Inc. | 0.04% | Add +16.8% | 14,883 | $1.6M |
| IFP Advisors, Inc | 0.03% | Add +14.0% | 14,870 | $1.6M |
| Bessemer Group Inc. | 0.00% | Reduce -7.3% | 14,749 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -43.3% | 14,641 | $1.6M |
| Crusonia Wealth Advisors LLC | 0.26% | Reduce -17.1% | 14,614 | $1.6M |
| White Lighthouse Investment Management Inc. | 0.19% | Add +14.8% | 14,500 | $1.5M |
| Wesbanco Bank Inc. | 0.04% | Add +48.1% | 14,444 | $1.5M |
| Ade, LLC | 0.65% | Reduce -0.3% | 14,433 | $1.5M |
| Rosenberg Matthew Hamilton | 0.28% | Reduce -36.0% | 14,325 | $1.5M |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -18.9% | 14,318 | $1.5M |
| Commerce Bank | 0.01% | New | 14,097 | $1.5M |
| Montag A & Associates Inc. | 0.06% | Add +47.5% | 14,055 | $1.5M |
| Boltwood Capital Management | 0.34% | Add +10.7% | 13,955 | $1.5M |
| Catalyst Financial Partners LLC | 0.15% | Reduce -2.5% | 13,914 | $1.5M |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 13,868 | $1.5M |
| Roan Capital Partners | 1.22% | Add +9.9% | 13,828 | $1.5M |
| Soltis Investment Advisors LLC | 0.08% | No change | 13,710 | $1.5M |
| McNaughton Wealth Management, LLC | 0.51% | Add +2.2% | 13,601 | $1.4M |
| Galvin, Gaustad & Stein, LLC | 0.11% | Reduce -2.3% | 13,574 | $1.4M |
| RCS Financial Planning, LLC | 0.68% | Add +1.9% | 13,541 | $1.4M |
| True Link Financial Advisors, LLC | 0.08% | No change | 13,535 | $1.4M |
| Nwam LLC | 0.07% | Add +39.4% | 13,486 | $1.4M |
| Human Investing LLC | 0.19% | Add +17.1% | 13,445 | $1.4M |
| Rockbridge Investment Management, LCC | 0.12% | Reduce -0.0% | 13,298 | $1.4M |
| Veratis Advisors, Inc. | 0.99% | — | 13,190 | $1.4M |
| Premier Path Wealth Partners, LLC | 0.16% | Add +16.1% | 13,112 | $1.4M |
| Plancorp, LLC | 0.03% | No change | 13,118 | $1.4M |
| ARS Wealth Advisors Group, LLC | 0.11% | Add +31.2% | 13,022 | $1.4M |
| Bravera Wealth | 0.53% | Reduce -30.5% | 13,000 | $1.4M |
| Beacon Harbor Wealth Advisors, Inc. | 0.27% | No change | 12,911 | $1.4M |
| Godshalk Welsh Capital Management, Inc. | 0.74% | Reduce -1.5% | 12,850 | $1.4M |
| Stewardship Advisors, LLC | 0.28% | Add +17.4% | 12,826 | $1.4M |
| White Pine Capital LLC | 0.32% | Add +50.1% | 12,784 | $1.4M |
| XY Planning Network, Inc. | 0.17% | Add +60.9% | 12,703 | $1.4M |
| Benjamin Edwards Inc. | 0.01% | Add +20.3% | 12,621 | $1.3M |
| Redhawk Wealth Advisors, Inc. | 0.13% | Add +15.3% | 12,611 | $1.3M |
| Penney Financial, LLC | 0.47% | Reduce -48.4% | 12,607 | $1.3M |
| IAM Advisory, LLC | 0.26% | Add +0.6% | 12,474 | $1.3M |
| RiverFront Investment Group, LLC | 0.02% | Add +10.3% | 12,437 | $1.3M |
| Shore Point Advisors, LLC | 0.45% | Add +3.5% | 12,370 | $1.3M |
| Midwest Trust Co | 0.01% | Add +0.3% | 12,354 | $1.3M |
| Wingate Wealth Advisors, Inc. | 0.58% | Add +0.5% | 12,320 | $1.3M |
| CWS Financial Advisors, LLC | 0.29% | Add +172.2% | 12,270 | $1.3M |
| Arkfeld Wealth Strategies, L.L.C. | 0.39% | Add +0.3% | 12,227 | $1.3M |
| Continuum Advisory, LLC | 0.10% | Add +2.5% | 12,188 | $1.3M |
| Fortis Capital Advisors, LLC | 0.15% | New | 12,162 | $1.3M |
| Belpointe Asset Management LLC | 0.04% | New | 12,162 | $1.3M |
| Colton Groome Financial Advisors, LLC | 0.31% | Reduce -18.2% | 12,101 | $1.3M |
| First National Trust Co | 0.04% | No change | 11,991 | $1.3M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.1% | 11,924 | $1.3M |
| Vantage Point Financial LLC | 0.39% | Add +21.5% | 11,904 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.03% | Add +8.6% | 11,901 | $1.3M |
| Smith & Howard Wealth Management, LLC | 0.26% | Reduce -9.6% | 11,877 | $1.3M |
| Capital Investment Advisory Services, LLC | 0.08% | Add +17.2% | 11,832 | $1.3M |
| Axxcess Wealth Management, LLC | 0.02% | New | 11,807 | $1.3M |
| Strategic Financial Services, Inc. | 0.05% | No change | 11,713 | $1.2M |
| First Heartland Consultants, Inc. | 0.08% | Reduce -30.1% | 11,681 | $1.2M |
| Diversified Enterprises, LLC | 0.06% | Reduce -2.3% | 11,537 | $1.2M |
| Strategic Blueprint, LLC | 0.06% | Reduce -0.6% | 11,472 | $1.2M |
| Hobart Private Capital, LLC | 0.21% | Reduce -30.3% | 11,454 | $1.2M |
| Arax Advisory Partners | 0.01% | Reduce -0.6% | 11,422 | $1.2M |
| Intergy Private Wealth, LLC | 0.28% | Add +0.3% | 11,404 | $1.2M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -10.1% | 11,326 | $1.2M |
| St Germain D J Co. Inc. | 0.04% | Add +10.5% | 11,003 | $1.2M |
| Jasper Ridge Partners, L.P. | 0.02% | Reduce -18.8% | 10,986 | $1.2M |
| Pinney & Scofield, Inc. | 0.57% | No change | 10,985 | $1.2M |
| Nuveen, LLC | 0.00% | New | 10,908 | $1.2M |
| Orin Green Financial, LLC | 0.43% | No change | 10,833 | $1.2M |
| Foronjy Financial LLC | 0.42% | Reduce -40.2% | 10,654 | $1.1M |
| Joel Adams & Associates, Inc. | 0.72% | Add +33.5% | 10,539 | $1.1M |
| Timonier Family Office, LTD. | 0.32% | — | 10,526 | $1.1M |
| Keybank National Association | 0.00% | Add +24.9% | 10,519 | $1.1M |
| Kintra Wealth, LLC | 0.06% | Add +201.2% | 10,507 | $1.1M |
| Tompkins Financial Corp. | 0.08% | No change | 10,467 | $1.1M |
| Bryn Mawr Trust Advisors, LLC | 0.05% | No change | 10,450 | $1.1M |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -12.5% | 10,444 | $1.1M |
| FSM Wealth Advisors, LLC | 0.12% | Reduce -2.9% | 10,418 | $1.1M |
| C M Bidwell & Associates Ltd. | 0.45% | Add +2.2% | 10,384 | $1.1M |
| &partners | 0.00% | Add +72.6% | 10,368 | $1.1M |
| Dynamic Wealth Strategies, LLC | 0.59% | No change | 10,341 | $1.1M |
| Trustmark Bank Trust Department | 0.06% | No change | 10,220 | $1.1M |
| Edgemoor Investment Advisors, Inc. | 0.07% | Add +0.0% | 10,174 | $1.1M |
| Peak Wealth Management LLC | 0.76% | Reduce -16.7% | 10,138 | $1.1M |
| Sonata Capital Group Inc. | 0.35% | Reduce -1.0% | 10,091 | $1.1M |
| Gould Asset Management LLC | 0.17% | Add +3.3% | 10,090 | $1.1M |
| Silver Grove Financial Group, Inc. | 0.58% | Add +14.4% | 10,006 | $1.1M |
| Smithbridge Asset Management Inc. | 0.14% | Reduce -13.1% | 9,992 | $1.1M |
| American Wealth Advisors, LLC | 0.99% | Add +0.0% | 9,952 | $1.1M |
| Cosner Financial Group, LLC | 0.54% | No change | 9,873 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +24.1% | 9,800 | $1.0M |
| Wright Wealth LLC | 0.62% | Add +11.3% | 9,760 | $1.0M |
| TruNorth Capital Management, LLC | 0.17% | No change | 9,734 | $1.0M |
| Orange Investment Advisors, Inc. | 0.13% | Reduce -23.8% | 9,715 | $1.0M |
| MainStreet Investment Advisors LLC | 0.14% | Add +1.1% | 9,709 | $1.0M |
| BDFS Capital LLC | 0.45% | Add +249.7% | 9,666 | $1.0M |
| Relyea Zuckerberg Hanson LLC | 0.09% | Add +44.3% | 9,608 | $1.0M |
| CVA Family Office, LLC | 0.09% | Add +11.6% | 9,573 | $1.0M |
| MBM Wealth Consultants, LLC | 0.20% | Reduce -73.4% | 9,541 | $1.0M |
| Greenup Street Wealth Management LLC | 0.12% | Reduce -54.9% | 9,485 | $1.0M |
| Stansberry Asset Management, LLC | 0.10% | New | 9,429 | $1.0M |
| Lakeshore Financial Planning, Inc. | 0.32% | New | 9,415 | $1.0M |
| Rare Wolf Capital LLC | 0.64% | New | 9,392 | $1000K |
| Apeiron RIA LLC | 0.26% | Reduce -45.9% | 9,374 | $998K |
| Dravo Bay LLC | 0.34% | Add +1.3% | 9,257 | $986K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -18.9% | 9,111 | $970K |
| YHB Investment Advisors, Inc. | 0.06% | Add +49.3% | 8,923 | $950K |
| BTC Capital Management, Inc. | 0.06% | Reduce -58.9% | 8,906 | $948K |
| Gradient Investments LLC | 0.01% | Add +2.6% | 8,894 | $947K |
| Sunesis Advisors, LLC | 0.39% | Add +171.3% | 8,884 | $946K |
| Fragasso Financial Advisors Inc | 0.05% | No change | 8,817 | $939K |
| Arkadios Wealth Advisors | 0.01% | Add +6.7% | 8,781 | $935K |
| Berger Financial Group, Inc | 0.05% | Add +0.3% | 8,739 | $930K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -19.5% | 8,701 | $926K |
| Chatham Capital Group, Inc. | 0.12% | No change | 8,675 | $924K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Add +1.3% | 8,664 | $922K |
| HSBC Holdings PLC | 0.00% | Add +0.5% | 8,643 | $920K |
| McAdam, LLC | 0.04% | Reduce -23.9% | 8,596 | $915K |
| TriaGen Wealth Management LLC | 0.23% | No change | 8,541 | $909K |
| Hill Island Financial LLC | 0.19% | Add +2.6% | 8,456 | $900K |
| LeConte Wealth Management, LLC | 0.49% | Add +3.1% | 8,425 | $897K |
| Postrock Partners LLC | 0.36% | No change | 8,400 | $894K |
| Rodgers & Associates, LTD | 0.08% | Reduce -0.2% | 8,335 | $887K |
| Aletheian Wealth Advisors LLC | 0.38% | Add +2.6% | 8,308 | $885K |
| Modern Wealth Management, LLC | 0.01% | New | 8,242 | $878K |
| Advyzon Investment Management, LLC | 0.06% | Add +16.1% | 8,237 | $877K |
| West Paces Advisors Inc. | 0.15% | Add +132.6% | 8,223 | $876K |
| Rock Point Advisors, LLC | 0.21% | Reduce -4.8% | 8,157 | $868K |
| Diversify Advisory Services, LLC | 0.01% | New | 8,160 | $866K |
| Diversify Wealth Management, LLC | 0.01% | Add +4.2% | 8,160 | $866K |
| Investment Partners, LTD. | 0.27% | Add +18.9% | 8,097 | $862K |
| Brand Asset Management Group, Inc. | 0.19% | New | 8,009 | $853K |
| L2 Asset Management, LLC | 0.09% | New | 7,991 | $851K |
| Westover Capital Advisors, LLC | 0.14% | Add +3.5% | 7,959 | $847K |
| NBT Bank, N.A. | 0.06% | No change | 7,955 | $847K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +10.8% | 7,861 | $837K |
| Everhart Financial Group, Inc. | 0.05% | Add +0.3% | 7,823 | $833K |
| Objective Capital Management, LLC | 0.74% | Reduce -11.3% | 7,795 | $830K |
| Maryland Capital Advisors Inc. | 0.26% | — | 7,707 | $821K |
| ArborFi Advisors, LLC | 0.59% | Add +17.8% | 7,697 | $820K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +0.6% | 7,680 | $818K |
| Cornerstone Financial Group, LLC | 0.50% | Add +0.7% | 7,636 | $813K |
| Cary Street Partners Financial LLC | 0.02% | No change | 7,606 | $810K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.55% | No change | 7,593 | $808K |
| Vista Investment Management | 0.24% | No change | 7,588 | $808K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +13.1% | 7,573 | $806K |
| ARK & TLK Investments, LLC | 0.20% | Add +0.5% | 7,541 | $803K |
| Neuberger Berman Group LLC | 0.00% | No change | 7,530 | $802K |
| Prairiewood Capital, LLC | 0.21% | Reduce -18.1% | 7,475 | $796K |
| Orgel Wealth Management, LLC | 0.01% | Add +5.6% | 7,433 | $791K |
| CGN Advisors LLC | 0.06% | Reduce -10.4% | 7,407 | $789K |
| Exchange Bank | 0.49% | Reduce -28.6% | 7,395 | $787K |
| Plum Street Advisors, LLC | 0.25% | Reduce -0.4% | 7,394 | $787K |
| Jacobson & Schmitt Advisors, LLC | 0.13% | Reduce -0.3% | 7,391 | $787K |
| Trinity Wealth Management, LLC | 0.25% | No change | 7,372 | $785K |
| Jefferies Financial Group Inc. | 0.01% | Add +164.5% | 7,353 | $783K |
| L. Roy Papp & Associates, LLP | 0.08% | No change | 7,350 | $783K |
| Compass Financial Group, Inc. | 0.33% | Reduce -0.1% | 7,289 | $776K |
| Capital Analysts, LLC | 0.02% | Add +48.2% | 7,210 | $768K |
| Rinkey Investments | 0.18% | No change | 7,165 | $763K |
| Legacy Private Trust Co. | 0.04% | Reduce -22.3% | 7,078 | $754K |
| Wealthcare Capital Partners, LLC | 0.31% | Add +12.9% | 7,077 | $753K |
| Wescott Financial Advisory Group, LLC | 0.06% | Add +0.5% | 6,966 | $742K |
| Patten & Patten Inc. | 0.04% | Reduce -6.1% | 6,890 | $734K |
| Procyon Advisors, LLC | 0.03% | Add +1.3% | 6,886 | $733K |
| Garde Capital, Inc. | 0.03% | New | 6,877 | $732K |
| Synergy Investment Management, LLC | 0.17% | Add +96.5% | 6,773 | $720K |
| Clear Creek Financial Management, LLC | 0.05% | Add +11.6% | 6,660 | $709K |
| FF Advisors,LLC | 0.27% | Add +1.9% | 6,657 | $709K |
| Dean Investment Associates, LLC | 0.09% | No change | 6,650 | $708K |
| Alliancebernstein L.P. | 0.00% | Add +13.2% | 6,648 | $708K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -6.8% | 6,647 | $708K |
| Sunbeam Capital Management, LLC | 0.32% | Add +0.0% | 6,645 | $707K |
| Collective Family Office LLC | 0.14% | No change | 6,570 | $700K |
| Discipline Wealth Solutions, LLC | 0.06% | Add +0.0% | 6,560 | $698K |
| Keebeck Wealth Management | 0.07% | Reduce -8.4% | 6,518 | $694K |
| Sigma Planning Corp | 0.02% | Reduce -80.1% | 6,409 | $682K |
| Cadia Private Client LLC | 0.49% | Add +10.2% | 6,386 | $680K |
| Flagship Private Wealth, LLC | 0.24% | Reduce -3.0% | 6,365 | $678K |
| Fiduciary Financial Advisors | 0.07% | New | 6,288 | $669K |
| Accurate Wealth Management, LLC | 0.06% | Add +9.4% | 6,203 | $660K |
| Archford Capital Strategies, LLC | 0.07% | Reduce -8.2% | 6,169 | $657K |
| Rockport Wealth LLC | 0.11% | No change | 6,150 | $655K |
| Edgestream Partners, L.P. | 0.02% | Reduce -55.3% | 6,126 | $652K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -39.6% | 6,105 | $650K |
| Chesapeake Wealth Management | 0.18% | No change | 6,028 | $642K |
| Hilltop Partners LLC | 0.15% | No change | 5,998 | $639K |
| Haverford Trust Co | 0.01% | Add +8.4% | 5,996 | $638K |
| Petra Financial Advisors Inc. | 0.29% | Add +31.5% | 5,935 | $632K |
| Citizens & Northern Corp. | 0.14% | No change | 5,929 | $631K |
| Envision Financial LLC | 0.29% | Reduce -31.5% | 5,916 | $630K |
| TAGStone Capital, Inc. | 0.20% | Add +0.6% | 5,896 | $628K |
| Cannon Wealth Management Services, LLC | 0.34% | Add +18.6% | 5,865 | $624K |
| Mills Wealth Advisors LLC | 0.20% | Add +60.1% | 5,852 | $623K |
| Investment Planning Advisors, Inc. | 0.14% | Reduce -11.9% | 5,841 | $622K |
| Independent Financial Group, LLC | 0.01% | Add +111.1% | 5,836 | $621K |
| Parkside Financial Bank & Trust | 0.04% | Add +2.5% | 5,812 | $619K |
| Strategic Financial Concepts, LLC | 0.18% | Add +122.4% | 5,753 | $613K |
| Capital Investment Services of America, Inc. | 0.06% | Reduce -14.8% | 5,750 | $612K |
| Raffa Wealth Management, LLC | 0.08% | Add +60.7% | 5,722 | $609K |
| AQR Capital Management | 0.00% | No change | 5,709 | $608K |
| Libra Wealth LLC | 0.16% | No change | 5,699 | $607K |
| Scott Capital Advisors, LLC | 0.09% | Add +6.1% | 5,693 | $606K |
| Two West Capital Advisors LLC | 0.30% | Add +23.1% | 5,664 | $601K |
| Stonebridge Financial Group, LLC | 0.08% | — | 5,650 | $601K |
| Tilson Financial Group, Inc. | 0.16% | Add +0.6% | 5,632 | $600K |
| Bull Street Advisors, LLC | 0.27% | Reduce -47.3% | 5,625 | $599K |
| Creative Financial Designs Inc. | 0.03% | Reduce -24.5% | 5,598 | $596K |
| WJ Wealth Management, LLC | 0.23% | No change | 5,577 | $594K |
| StoneX Group Inc. | 0.02% | Add +1.9% | 5,565 | $593K |
| Pallas Capital Advisors LLC | 0.02% | New | 5,559 | $592K |
| Code Waechter LLC | 0.30% | No change | 5,514 | $587K |
| Csenge Advisory Group | 0.02% | Add +4.7% | 5,504 | $586K |
| OceanIQ Capital, LLC | 0.35% | — | 5,457 | $580K |
| W.H. Cornerstone Investments Inc. | 0.32% | Add +0.6% | 5,363 | $571K |
| Waldron Private Wealth LLC | 0.02% | Reduce -9.9% | 5,340 | $569K |
| Colonial Trust Co / SC | 0.07% | Reduce -11.1% | 5,303 | $565K |
| Brighton Jones LLC | 0.01% | Reduce -29.1% | 5,294 | $564K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +74.5% | 5,245 | $558K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.6% | 5,243 | $558K |
| Veery Capital, LLC | 0.15% | Add +144.2% | 5,219 | $556K |
| Silver Oak Wealth Advisors Services, LLC | 0.33% | No change | 5,205 | $554K |
| LaFleur & Godfrey LLC | 0.07% | Add +7.2% | 5,185 | $552K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 5,168 | $550K |
| Onyx Bridge Wealth Group LLC | 0.05% | Add +0.6% | 5,154 | $549K |
| Brady Martz Wealth Solutions, LLC | 0.08% | Reduce -25.6% | 5,148 | $548K |
| WBH Advisory Inc. | 0.04% | No change | 5,148 | $548K |
| Princeton Global Asset Management LLC | 0.08% | Add +2.1% | 5,097 | $543K |
| Aspen Wealth Strategies, LLC | 0.26% | Reduce -15.8% | 5,091 | $542K |
| Summit Wealth Partners, LLC | 0.08% | Add +10.4% | 5,078 | $541K |
| Physician Wealth Advisors, Inc. | 0.06% | Reduce -5.4% | 5,072 | $540K |
| Colonial Trust Advisors | 0.04% | Add +0.5% | 5,045 | $537K |
| Hunter Associates Investment Management LLC | 0.06% | No change | 5,000 | $532K |
| Revolve Wealth Partners, LLC | 0.05% | No change | 4,954 | $527K |
| Hilltop Holdings Inc. | 0.04% | No change | 4,952 | $527K |
| Rede Wealth, LLC | 0.17% | Reduce -4.3% | 4,945 | $526K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -38.9% | 4,918 | $524K |
| Novem Group | 0.05% | Reduce -9.6% | 4,914 | $523K |
| Stratos Investment Management, LLC | 0.02% | Add +3.6% | 4,904 | $522K |
| Madison Wealth Partners, Inc | 0.07% | Add +0.3% | 4,881 | $520K |
| Essex Financial Services, Inc. | 0.03% | No change | 4,879 | $519K |
| DAVENPORT & Co LLC | 0.00% | Reduce -11.0% | 4,823 | $513K |
| Helium Advisors LLC | 0.42% | Reduce -9.3% | 4,761 | $507K |
| Approach Retirement Advisors, LLC | 0.37% | Add +26.8% | 4,739 | $505K |
| Sage Financial Management Group, Inc. | 0.14% | Add +2.4% | 4,738 | $504K |
| GenTrust, LLC | 0.02% | Reduce -23.8% | 4,737 | $504K |
| CoreCap Advisors, LLC | 0.01% | Reduce -5.7% | 4,723 | $503K |
| Foster & Motley Inc. | 0.02% | Add +28.5% | 4,687 | $499K |
| Uniting Wealth Partners, LLC | 0.10% | No change | 4,685 | $499K |
| Biltmore Family Office, LLC | 0.07% | No change | 4,680 | $498K |
| Cloud Capital Management, LLC | 0.18% | Add +0.6% | 4,676 | $498K |
| IHT Wealth Management, LLC | 0.01% | Add +35.8% | 4,670 | $497K |
| Allen Capital Group, LLC | 0.04% | Add +16.6% | 4,654 | $496K |
| Elevate Wealth Advisory, Inc. | 0.28% | Reduce -3.3% | 4,645 | $495K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 4,643 | $494K |
| Spire Wealth Management | 0.01% | Reduce -1.2% | 4,641 | $494K |
| Power Wealth Management LLC | 0.17% | No change | 4,624 | $492K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 4,591 | $489K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Add +0.1% | 4,578 | $487K |
| Investments & Financial Planning, LLC | 0.23% | Add +13.5% | 4,499 | $479K |
| Main Line Retirement Advisors, LLC | 0.22% | Add +0.6% | 4,458 | $475K |
| Chatterton & Associates Inc. | 0.28% | Add +7.1% | 4,452 | $473K |
| Western Wealth Management, LLC | 0.02% | Add +31.4% | 4,441 | $473K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -2.2% | 4,431 | $472K |
| Stephens Inc. | 0.01% | Reduce -0.3% | 4,401 | $469K |
| Endeavor Private Wealth, Inc. | 0.11% | Add +0.1% | 4,372 | $466K |
| Prosperity Consulting Group, LLC | 0.02% | No change | 4,354 | $464K |
| Avid Wealth Partners LLC | 0.22% | Reduce -58.6% | 4,343 | $462K |
| Hayek Kallen Investment Management | 0.14% | Add +16.1% | 4,325 | $460K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -23.0% | 4,306 | $458K |
| Boston Trust Walden Corp | 0.00% | No change | 4,281 | $456K |
| Shepherd Street Advisors LLC | 0.40% | Add +3.4% | 4,283 | $455K |
| Delos Wealth Advisors, LLC | 0.23% | Reduce -44.2% | 4,236 | $451K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +13.3% | 4,231 | $450K |
| Tsfg, LLC | 0.06% | Add +0.2% | 4,225 | $450K |
| Sovereign Financial Group, Inc. | 0.07% | Add +6.0% | 4,217 | $449K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -45.0% | 4,197 | $447K |
| Eagle Bay Advisors LLC | 0.33% | No change | 4,180 | $445K |
| Glass Jacobson Investment Advisors llc | 0.14% | New | 4,160 | $443K |
| Waller Financial Planning Group, Inc. | 0.09% | Reduce -4.9% | 4,152 | $442K |
| Polaris Investment Advisors, LLC | 0.28% | Reduce -9.1% | 4,078 | $434K |
| Cherry Tree Wealth Management, LLC | 0.08% | No change | 4,006 | $427K |
| Parallel Advisors, LLC | 0.01% | Reduce -69.0% | 4,005 | $426K |
| Steel Grove Capital Advisors, LLC | 0.04% | No change | 4,000 | $426K |
| HCR Wealth Advisors | 0.04% | No change | 4,000 | $426K |
| MCF Advisors LLC | 0.02% | Add +84.5% | 3,997 | $426K |
| Bfsg, LLC | 0.04% | Add +33.4% | 3,994 | $425K |
| Capstone Capital LLC | 0.24% | No change | 3,957 | $421K |
| Aerodigm Wealth, LLC | 0.14% | No change | 3,950 | $421K |
| WPG Advisers, LLC | 0.25% | Add +0.5% | 3,927 | $418K |
| Team Financial Group, LLC | 0.18% | Add +0.4% | 3,927 | $418K |
| Apollon Wealth Management, LLC | 0.01% | No change | 3,921 | $417K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +0.8% | 3,926 | $417K |
| KRM Wealth Management L.L.C. | 0.18% | Add +0.6% | 3,834 | $408K |
| Collaborative Wealth Managment Inc. | 0.17% | No change | 3,795 | $404K |
| Warner Financial, Inc. | 0.12% | No change | 3,784 | $403K |
| Whittier Trust Co. | 0.00% | Reduce -38.2% | 3,764 | $400K |
| Traction Financial Partners, LLC | 0.21% | Reduce -0.3% | 3,731 | $397K |
| Generations Wealth, LLC | 0.38% | Reduce -34.4% | 3,716 | $396K |
| Shrier Wealth Management, LLC | 0.13% | Add +16.5% | 3,700 | $394K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -50.0% | 3,687 | $393K |
| BCGM Wealth Management, LLC | 0.08% | Reduce -3.8% | 3,686 | $392K |
| Cornerstone Investment Partners, LLC | 0.01% | Reduce -1.4% | 3,660 | $390K |
| American Institute for Advanced Investment Management, LLP | 0.22% | No change | 3,650 | $389K |
| Centennial Bank | 0.12% | New | 3,630 | $386K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.7% | 3,593 | $383K |
| Trust Co | 0.03% | Add +18.4% | 3,592 | $382K |
| Marshall Financial Group, LLC | 0.06% | No change | 3,565 | $380K |
| Bernardo Wealth Planning LLC | 0.06% | Reduce -2.1% | 3,560 | $379K |
| Riversedge Advisors, LLC | 0.05% | Add +0.4% | 3,546 | $378K |
| Blue Trust, Inc. | 0.00% | Add +2.1% | 3,535 | $376K |
| 1834 Investment Advisors Co. | 0.04% | Reduce -2.8% | 3,530 | $376K |
| Sentinel Pension Advisors, LLC | 0.05% | New | 3,529 | $375K |
| Columbia Advisory Partners LLC | 0.21% | New | 3,514 | $374K |
| CAP Partners, LLC | 0.18% | Add +2.7% | 3,510 | $374K |
| South Plains Financial, Inc. | 0.20% | Reduce -7.9% | 3,496 | $372K |
| Park Place Capital Corp | 0.06% | Add +0.6% | 3,479 | $370K |
| Isthmus Partners, LLC | 0.04% | No change | 3,472 | $370K |
| Investment Advisory Group, LLC | 0.08% | No change | 3,464 | $369K |
| Trust Co. of Vermont | 0.01% | — | 3,440 | $366K |
| Petersen Hastings Wealth Advisors Inc. | 0.03% | Reduce -26.2% | 3,423 | $364K |
| 49 Wealth Management, LLC | 0.07% | New | 3,411 | $363K |
| Alongside, LLC | 0.07% | — | 3,411 | $363K |
| Chris Bulman Inc | 0.13% | New | 3,370 | $359K |
| Lanark Financial, Inc. | 0.02% | Add +0.9% | 3,356 | $357K |
| Heritage Wealth Management, Inc. | 0.18% | No change | 3,343 | $356K |
| Stock Yards Bank & Trust Co. | 0.01% | Add +16.2% | 3,335 | $355K |
| Foundation Wealth Management, LLC\PA | 0.11% | Add +69.9% | 3,312 | $353K |
| Busey Bank | 0.01% | Reduce -48.7% | 3,306 | $352K |
| Armor Investment Advisors, LLC | 0.11% | Reduce -6.1% | 3,289 | $350K |
| Riverbend Wealth Management, LLC | 0.18% | No change | 3,285 | $350K |
| Beto Financial Group, LLC | 0.18% | New | 3,289 | $349K |
| Westwood Holdings Group Inc. | 0.00% | New | 3,261 | $347K |
| Advisor Resource Council | 0.12% | No change | 3,257 | $346K |
| Rwa Wealth Partners, LLC | 0.00% | Add +5.5% | 3,235 | $344K |
| Horst & Graben Wealth Management LLC | 0.05% | Add +0.4% | 3,239 | $344K |
| McKinley Carter Wealth Services, Inc. | 0.02% | Reduce -4.0% | 3,221 | $343K |
| Cape Cod Five Cents Savings Bank | 0.03% | — | 3,211 | $342K |
| Virtue Capital Management, LLC | 0.05% | New | 3,201 | $341K |
| Second Line Capital, LLC | 0.06% | No change | 3,194 | $340K |
| Traveka Wealth, LLC | 0.11% | Reduce -3.3% | 3,187 | $339K |
| Wealth Effects LLC | 0.09% | Add +0.0% | 3,181 | $339K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Reduce -18.8% | 3,163 | $337K |
| Split Rock Private Trading & Wealth Management, LLC | 0.23% | Add +45.2% | 3,158 | $336K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +38.1% | 3,156 | $336K |
| Foster Group, Inc. | 0.01% | Reduce -0.1% | 3,127 | $333K |
| First Horizon Corp. | 0.01% | No change | 3,124 | $333K |
| Cannon Financial Strategists, Inc. | 0.04% | Reduce -17.1% | 3,097 | $330K |
| Venture Visionary Partners LLC | 0.01% | New | 3,095 | $330K |
| OpenArc Corporate Advisory, LLC | 0.00% | Reduce -33.6% | 3,062 | $326K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -6.5% | 3,057 | $325K |
| Vaquero Private Wealth, Ltd. | 0.07% | — | 3,031 | $323K |
| Proffitt & Goodson Inc. | 0.04% | Add +18.9% | 3,025 | $322K |
| Wise Wealth Partners | 0.55% | Add +0.6% | 3,013 | $321K |
| Mezzasalma Advisors, LLC | 0.06% | Reduce -11.4% | 3,009 | $320K |
| Probity Advisors, Inc. | 0.05% | Reduce -9.6% | 3,007 | $320K |
| Everett Harris & Co. | 0.00% | No change | 3,000 | $319K |
| Heritage Investors Management Corp. | 0.01% | No change | 3,000 | $319K |
| Alta Wealth Advisors LLC | 0.09% | Add +0.4% | 2,993 | $319K |
| First Manhattan Co. Llc. | 0.00% | No change | 2,992 | $319K |
| CreativeOne Wealth, LLC | 0.01% | Add +2.8% | 2,988 | $318K |
| Ponta Wealth Partners, LLC | 0.17% | New | 2,979 | $317K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 2,943 | $313K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -13.8% | 2,934 | $312K |
| First Citizens Bank & Trust Co. | 0.00% | Reduce -24.3% | 2,923 | $311K |
| Wedbush Securities Inc. | 0.01% | Add +4.4% | 2,922 | $311K |
| Claro Advisors Inc. | 0.03% | New | 2,920 | $311K |
| Eagle Strategies LLC | 0.03% | Add +2.6% | 2,911 | $310K |
| Essential Planning, LLC. | 0.09% | Add +13.1% | 2,879 | $307K |
| IMA Advisory Services, Inc. | 0.02% | New | 2,867 | $305K |
| CacheTech Inc. | 0.05% | Reduce -14.3% | 2,853 | $304K |
| Carolina Wealth Management Inc | 0.14% | — | 2,832 | $302K |
| Firestone Capital Management | 0.06% | Add +0.6% | 2,823 | $301K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,821 | $300K |
| WealthShield Partners, LLC | 0.05% | Reduce -11.1% | 2,802 | $298K |
| Capasso Planning Partners LLC | 0.15% | Add +0.2% | 2,797 | $298K |
| Morris Financial Concepts, Inc. | 0.09% | Reduce -0.3% | 2,789 | $297K |
| Ballast Advisors LLC | 0.07% | Reduce -5.6% | 2,785 | $297K |
| NTV Asset Management LLC | 0.03% | No change | 2,768 | $295K |
| Grandfield & Dodd, LLC | 0.02% | Reduce -26.4% | 2,750 | $293K |
| Sterling Investment Counsel, LLC | 0.07% | Reduce -3.2% | 2,715 | $289K |
| Hills Bank & Trust Co | 0.01% | No change | 2,702 | $288K |
| Integris Wealth Management, LLC | 0.06% | No change | 2,685 | $286K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -68.9% | 2,672 | $285K |
| Sequent Planning LLC | 0.06% | Add +1.7% | 2,663 | $284K |
| Baldwin Wealth Partners LLC | 0.02% | No change | 2,640 | $281K |
| West Michigan Advisors, LLC | 0.05% | Add +23.0% | 2,623 | $279K |
| Seeds Investor LLC | 0.03% | New | 2,602 | $277K |
| Lockerman Financial Group, Inc. | 0.42% | No change | 2,601 | $277K |
| Clarus Group, Inc. | 0.09% | Reduce -33.2% | 2,583 | $275K |
| VERITY Wealth Advisors | 0.17% | No change | 2,568 | $273K |
| Shufro Rose & Co. LLC | 0.02% | Reduce -4.7% | 2,568 | $273K |
| XTX Topco Ltd | 0.00% | Reduce -5.0% | 2,568 | $273K |
| Mattern Capital Management, LLC | 0.03% | Reduce -0.0% | 2,567 | $273K |
| Marion Wealth Management | 0.06% | New | 2,566 | $273K |
| Koss-Olinger Consulting, LLC | 0.02% | Reduce -60.2% | 2,553 | $272K |
| Kovack Advisors, Inc. | 0.01% | Reduce -1.9% | 2,551 | $271K |
| Hidden Cove Wealth Management, LLC | 0.15% | No change | 2,545 | $271K |
| HORAN Wealth, LLC | 0.03% | Reduce -49.8% | 2,541 | $270K |
| Winthrop Advisory Group LLC | 0.02% | Add +3.2% | 2,517 | $268K |
| Summit Wealth Group LLC / Co. | 0.02% | Add +0.4% | 2,515 | $268K |
| Leading Edge Financial Planning LLC | 0.05% | New | 2,503 | $266K |
| LPWM LLC | 0.06% | No change | 2,501 | $266K |
| Fidelis Capital Partners, LLC | 0.02% | No change | 2,501 | $266K |
| Unified Investment Management | 0.25% | New | 2,500 | $266K |
| Private Wealth Asset Management, LLC | 0.03% | Reduce -11.0% | 2,498 | $266K |
| Curtis Advisory Group, LLC | 0.05% | Add +26.7% | 2,480 | $264K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 2,463 | $262K |
| R2 Capital Strategies, LLC | 0.12% | — | 2,460 | $262K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 2,452 | $261K |
| Atlas Legacy Advisors, LLC | 0.04% | Reduce -1.6% | 2,445 | $260K |
| White & Co Financial Planning Inc | 0.16% | Add +0.9% | 2,406 | $256K |
| Hurlow Wealth Management Group, Inc. | 0.05% | Reduce -25.4% | 2,401 | $256K |
| Tower Bridge Advisors | 0.02% | New | 2,400 | $256K |
| Lodestone Wealth Management LLC | 0.09% | No change | 2,398 | $255K |
| Sowell Financial Services LLC | 0.01% | Reduce -4.1% | 2,389 | $254K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,388 | $254K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 2,373 | $253K |
| Journey Beyond Wealth, LLC | 0.20% | New | 2,367 | $252K |
| Nautilus Advisors LLC | 0.15% | No change | 2,370 | $252K |
| Embree Financial Group | 0.03% | Add +0.6% | 2,357 | $251K |
| Sutton Place Investors LLC | 0.12% | No change | 2,354 | $251K |
| Mission Wealth Management, LP | 0.00% | No change | 2,346 | $250K |
| Rialto Wealth Management, LLC | 0.05% | No change | 2,335 | $249K |
| Rothschild Wealth LLC | 0.02% | New | 2,326 | $248K |
| Stephen J. Garry & Associates, LLC | 0.18% | Reduce -6.1% | 2,317 | $247K |
| Guardian Asset Advisors, LLC | 0.11% | Reduce -37.3% | 2,309 | $246K |
| BCS Wealth Management | 0.04% | No change | 2,292 | $244K |
| Agate Pass Investment Management, LLC | 0.09% | New | 2,272 | $242K |
| Maia Wealth LLC | 0.04% | Reduce -17.3% | 2,248 | $239K |
| First Community Trust NA | 0.11% | No change | 2,240 | $238K |
| Wealth Advisory Solutions, LLC | 0.05% | No change | 2,222 | $237K |
| Croban | 0.10% | No change | 2,200 | $234K |
| Westside Investment Management, Inc. | 0.03% | No change | 2,172 | $231K |
| Ameriflex Group, Inc. | 0.09% | New | 2,166 | $231K |
| Gemmer Asset Management LLC | 0.02% | Add +0.7% | 2,146 | $228K |
| Conrad Siegel Investment Advisors, Inc. | 0.04% | Add +0.5% | 2,145 | $228K |
| Keel Point, LLC | 0.01% | Add +3.9% | 2,129 | $227K |
| Harbour Capital Advisors, LLC | 0.04% | New | 2,118 | $225K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.05% | Reduce -25.0% | 2,110 | $225K |
| Integrity Advisory Solutions, LLC | 0.02% | Reduce -0.9% | 2,101 | $224K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,092 | $223K |
| Morgan Dempsey Capital Management LLC | 0.09% | No change | 2,080 | $221K |
| Balanced Rock Investment Advisors LLC | 0.14% | Reduce -32.1% | 2,078 | $221K |
| Rossby Financial, LCC | 0.04% | Reduce -2.5% | 2,073 | $221K |
| Legacy Financial Strategies, LLC | 0.03% | Reduce -30.4% | 2,060 | $219K |
| Columbus Macro, LLC | 0.02% | New | 2,045 | $218K |
| Lansing Street Advisors | 0.05% | Reduce -5.5% | 2,016 | $215K |
| Fiduciary Alliance LLC | 0.01% | Add +3.3% | 2,011 | $214K |
| Axis Wealth Partners, LLC | 0.10% | New | 2,010 | $214K |
| LexAurum Advisors, LLC | 0.02% | New | 2,000 | $213K |
| 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% | Reduce -0.3% | 1,998 | $213K |
| Financial Partners Group, Inc | 0.02% | New | 1,991 | $212K |
| Bedel Financial Consulting, Inc. | 0.02% | Add +2.9% | 1,981 | $211K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +16.3% | 1,976 | $211K |
| High Probability Advisors, LLC | 0.02% | No change | 1,971 | $210K |
| Accel Wealth Management | 0.05% | New | 1,962 | $209K |
| Zevin Asset Management LLC | 0.03% | No change | 1,962 | $209K |
| Uptown Financial Advisors LLC | 0.15% | No change | 1,935 | $206K |
| Paladin Partners, LLC | 0.14% | No change | 1,935 | $206K |
| First Hawaiian Bank | 0.03% | No change | 1,935 | $206K |
| Omnia Family Wealth, LLC | 0.06% | Reduce -19.8% | 1,928 | $205K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,907 | $203K |
| Northern Trust Corp. | 0.00% | Reduce -77.2% | 1,901 | $202K |
| First Interstate Bank | 0.01% | No change | 1,895 | $202K |
| Jessup Wealth Management, Inc | 0.06% | No change | 1,884 | $201K |
| AssuredPartners Investment Advisors, LLC | 0.02% | No change | 1,882 | $200K |
| Blueline Advisors LLC | 0.13% | Add +12.2% | 1,799 | $192K |
| DT Investment Partners, LLC | 0.01% | Add +93.9% | 1,497 | $159K |
| 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% | No change | 1,357 | $144K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -40.6% | 1,313 | $140K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 1,300 | $138K |
| Integrity Financial Corp | 0.06% | No change | 1,245 | $133K |
| Compass Financial Management LLC | 0.02% | — | 1,179 | $126K |
| Oakworth Capital, Inc. | 0.01% | New | 1,113 | $118K |
| Cornerstone Financial Management LLC | 0.09% | Reduce -26.5% | 1,090 | $116K |
| Robinswood Financial LLC | 0.03% | No change | 1,088 | $116K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -60.0% | 1,085 | $116K |
| Ni Acquisitions Company, LLC | 0.05% | — | 999 | $106K |
| NBH Bank | 0.04% | — | 974 | $104K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 945 | $101K |
| Atlantic Union Bankshares Corp | 0.00% | New | 890 | $95K |
| Collier Financial | 0.06% | Add +0.5% | 785 | $84K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 763 | $81K |
| Vision Retirement, LLC | 0.02% | No change | 762 | $81K |
| Signaturefd, LLC | 0.00% | New | 704 | $75K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 700 | $75K |
| Capital Investment Counsel, Inc | 0.01% | No change | 659 | $70K |
| Motco | 0.01% | No change | 637 | $68K |
| Vermillion Wealth Management, Inc. | 0.02% | Add +3394.4% | 629 | $67K |
| Pacifica Partners Inc. | 0.02% | No change | 625 | $66K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 570 | $61K |
| Stone House Investment Management, LLC | 0.01% | No change | 528 | $56K |
| Atlatl Advisers LLC | 0.01% | New | 525 | $56K |
| Monetary Solutions, Ltd | 0.05% | Add +0.6% | 515 | $55K |
| Horizon Financial Services, LLC | 0.02% | Add +4.3% | 491 | $52K |
| 10Elms LLP | 0.02% | No change | 435 | $46K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | New | 404 | $43K |
| Maseco LLP | 0.00% | No change | 403 | $43K |
| Field & Main Bank | 0.01% | Reduce -42.2% | 376 | $40K |
| Signature Equity Partners, LLC | 0.02% | No change | 375 | $40K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $35K |
| SouthState Bank Corp | 0.00% | No change | 321 | $34K |
| Buck Wealth Strategies, LLC | 0.00% | New | 306 | $33K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 294 | $31K |
| Brooklyn FI, LLC | 0.01% | New | 272 | $29K |
| AdvisorNet Financial, Inc | 0.00% | No change | 256 | $27K |
| Longview Financial Advisors LLC | 0.01% | No change | 250 | $27K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 234 | $25K |
| Valley National Advisers Inc. | 0.00% | No change | 226 | $24K |
| Financial Network Wealth Advisors LLC | 0.02% | Add +0.5% | 219 | $23K |
| Frisco Financial Planning LLC | 0.02% | No change | 210 | $22K |
| Delta Asset Management LLC | 0.00% | No change | 200 | $21K |
| Balentine LLC | 0.00% | No change | 144 | $15K |
| Johnson Financial Group, Inc. | 0.00% | No change | 133 | $14K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -55.6% | 130 | $14K |
| Vanguard Advisers Inc. | 0.00% | No change | 129 | $14K |
| Holos Integrated Wealth LLC | 0.01% | No change | 118 | $13K |
| Retirement Wealth Solutions LLC | 0.01% | Add +0.8% | 118 | $13K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 114 | $12K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -86.0% | 113 | $12K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -60.2% | 105 | $11K |
| Caldwell Trust Co | 0.00% | Reduce -49.8% | 101 | $11K |
| Anchor Bay Capital, Inc. | 0.01% | — | 100 | $11K |
| Bogart Wealth, LLC | 0.00% | New | 91 | $10K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 89 | $9K |
| Crews Bank & Trust | 0.00% | Add +125.6% | 88 | $9K |
| Abound Financial, LLC | 0.00% | Reduce -40.4% | 87 | $9K |
| Tidemark, LLC | 0.00% | New | 86 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 86 | $9K |
| Evermay Wealth Management LLC | 0.00% | New | 83 | $9K |
| Bell Investment Advisors, Inc | 0.00% | No change | 64 | $7K |
| EPG Wealth Management LLC | 0.00% | No change | 61 | $6K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 56 | $6K |
| Joseph Group Capital Management | 0.00% | Reduce -42.3% | 56 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 42 | $4K |
| Hollencrest Capital Management | 0.00% | No change | 36 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 32 | $3K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 31 | $3K |
| Eastern Bank | 0.00% | No change | 31 | $3K |
| Robbins Farley | 0.00% | New | 26 | $3K |
| Sofi Wealth, LLC | 0.00% | Reduce -26.7% | 22 | $2K |
| Financial Management Professionals, Inc. | 0.00% | New | 21 | $2K |
| City State Bank | 0.00% | New | 6 | $639 |
| Community Financial Services Group, LLC | 0.00% | No change | 4 | $425 |
| Rothschild Investment LLC | 0.00% | No change | 3 | $319 |
| Concord Wealth Partners | 0.00% | New | 1 | $106 |
"% of holder's portfolio" is SUB's weight in each manager's 13F, not the share of iShares Short-Term National the manager owns.