iShares Tips Bond ETFTIPETF
13F holders, Q3 2024 (September 30)961holders −64
49new positions
114sold out
4famous investors
$106.58avg. 13F price*
At the end of Q3 2024, 961 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, down 64 from Q2 2024. 49 opened new positions and 114 sold out. The largest holders were BlackRock, Inc. ($4.0B), Bank of America Corp. ($1.3B) and FMR LLC ($772.2M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- iShares Tips Bond ETF
- CUSIP
- 464287176
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $279.1M |
| Exits | 114 | $660.3M |
All 13F filers, Q2 2024 → Q3 2024: 14,592,326 shares bought and 15,555,575 shares sold, net −963,249 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 961 holders
| BlackRock, Inc. | 0.08% | — | 35,757,030 | $4.0B |
| Bank of America Corp. | 0.11% | Add +4.1% | 11,706,853 | $1.3B |
| FMR LLC | 0.05% | Add +106.7% | 6,990,445 | $772.2M |
| Morgan Stanley | 0.04% | Add +4.6% | 4,586,906 | $506.7M |
| HSBC Holdings PLC | 0.27% | Add +629.0% | 3,861,797 | $426.9M |
| JPMorgan Chase & Co. | 0.03% | Add +1.8% | 2,880,936 | $318.3M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -41.8% | 2,117,130 | $233.9M |
| UBS Group AG | 0.06% | Reduce -4.0% | 1,830,175 | $202.2M |
| Man Group plc | 0.42% | Add +37.0% | 1,291,103 | $142.6M |
| Partners Capital Investment Group, LLP | 2.23% | Reduce -4.7% | 1,261,536 | $139.4M |
| 3EDGE Asset Management, LP | 9.44% | Add +125.6% | 1,205,009 | $133.1M |
| Evoke Wealth, LLC | 3.34% | New | 1,108,080 | $122.4M |
| LPL Financial LLC | 0.05% | Reduce -25.0% | 1,051,419 | $116.2M |
| Wells Fargo & Company | 0.03% | Reduce -7.1% | 1,016,329 | $112.3M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.37% | Reduce -6.1% | 835,190 | $109.4M |
| Sumitomo Life Insurance Co. | 2.01% | New | 925,136 | $102.2M |
| CI Investments Inc. | 0.38% | Reduce -0.0% | 905,900 | $100.1M |
| WealthNavi Inc. | 1.12% | Reduce -4.8% | 884,044 | $97.7M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -11.4% | 686,974 | $75.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.9% | 686,169 | $75.8M |
| Keybank National Association | 0.26% | Reduce -6.1% | 600,425 | $66.3M |
| Viewpoint Investment Partners Corp. | 50.54% | Add +12.9% | 569,900 | $63.0M |
| Rock Creek Group LLC | 6.96% | Reduce -0.0% | 2,745,402 | $60.7M |
| Marshall Wace, LLP | 0.08% | Reduce -4.0% | 539,370 | $59.6M |
| Royal Bank of Canada | 0.01% | Reduce -27.9% | 521,470 | $57.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +25.9% | 464,335 | $51.3M |
| Cambridge Investment Research Advisors, Inc. | 0.17% | Add +102.7% | 452,243 | $50.0M |
| FIL Ltd | 0.04% | Reduce -15.4% | 428,470 | $47.3M |
| Pictet Asset Management Holding SA | 0.05% | Add +28.9% | 422,500 | $46.7M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +2.3% | 422,120 | $46.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -16.2% | 389,067 | $43.0M |
| Quotient Wealth Partners, LLC | 1.39% | Add +3.1% | 382,515 | $42.3M |
| Money Design Co.,Ltd. | 2.02% | Add +13.2% | 367,720 | $40.6M |
| Prudential Financial Inc. | 0.06% | Add +0.1% | 362,240 | $40.0M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -18.9% | 352,682 | $39.0M |
| Principal Securities, Inc. | 0.93% | Add +4.5% | 347,263 | $38.4M |
| One Capital Management, LLC | 1.19% | Add +9.2% | 337,060 | $37.2M |
| Stifel Financial Corp. | 0.04% | Reduce -33.2% | 317,661 | $35.1M |
| Cetera Investment Advisers | 0.07% | Reduce -31.1% | 305,730 | $33.8M |
| Federation des caisses Desjardins du Quebec | 0.16% | Reduce -11.6% | 299,162 | $33.0M |
| Arbor Investment Advisors, LLC | 4.23% | Add +3.5% | 289,067 | $31.9M |
| Rhumbline Advisers | 0.03% | Add +10.2% | 287,137 | $31.7M |
| Dakota Wealth Management | 0.71% | Add +0.1% | 285,143 | $31.5M |
| Rockefeller Capital Management L.P. | 0.08% | Reduce -4.5% | 283,958 | $31.4M |
| Baldwin Wealth Partners LLC | 2.12% | Reduce -1.7% | 281,334 | $31.1M |
| Kwmg, LLC | 3.00% | Add +3.4% | 269,710 | $29.8M |
| Osaic Holdings, Inc. | 0.06% | Reduce -45.5% | 249,045 | $27.5M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -2.5% | 236,113 | $26.1M |
| Arkansas Financial Group, Inc. | 3.95% | Reduce -3.1% | 218,449 | $24.1M |
| TD Waterhouse Canada Inc. | 0.19% | Add +1.4% | 216,386 | $23.9M |
| MML Investors Services, LLC | 0.08% | Reduce -41.0% | 204,967 | $22.6M |
| GenTrust, LLC | 1.06% | Add +0.9% | 196,162 | $21.7M |
| Two Sigma Investments, LP | 0.05% | New | 188,400 | $20.8M |
| Cypress Capital, LLC | 5.13% | Reduce -8.4% | 179,976 | $19.9M |
| Townsquare Capital LLC | 0.22% | Reduce -5.2% | 165,410 | $18.3M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.04% | Reduce -27.6% | 160,900 | $17.8M |
| Pure Financial Advisors, LLC | 0.42% | Reduce -0.7% | 157,102 | $17.4M |
| Orion Porfolio Solutions, LLC | 0.17% | Add +64.3% | 156,180 | $17.3M |
| Orion Portfolio Solutions, LLC | 0.17% | Add +64.3% | 156,180 | $17.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +1.2% | 155,616 | $17.2M |
| HighTower Advisors, LLC | 0.03% | Reduce -10.3% | 155,018 | $17.1M |
| Lwmg, LLC | 3.12% | Add +4.4% | 148,438 | $16.4M |
| DORVAL Corp | 6.68% | Add +18.9% | 149,379 | $16.3M |
| Cim, LLC | 2.33% | Add +0.1% | 146,651 | $16.2M |
| Flow Traders U.S. LLC | 0.81% | Reduce -25.5% | 144,608 | $16.0M |
| Heartwood Wealth Advisors LLC | 1.76% | Add +1.0% | 144,122 | $15.9M |
| Citigroup Inc. | 0.01% | Add +17.9% | 143,191 | $15.8M |
| Cerity Partners LLC | 0.04% | Add +76.3% | 142,893 | $15.8M |
| Truist Financial Corp. | 0.02% | Reduce -23.4% | 141,114 | $15.6M |
| Pacific Life Fund Advisors LLC | 1.51% | Reduce -12.1% | 138,109 | $15.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -3.8% | 136,879 | $15.1M |
| Ethos Financial Group, LLC | 2.49% | Add +5.6% | 135,340 | $15.0M |
| Lutz Financial Services LLC | 1.18% | Reduce -0.6% | 131,677 | $14.5M |
| Prime Capital Investment Advisors, LLC | 0.20% | Reduce -1.4% | 128,991 | $14.2M |
| RTD Financial Advisors, Inc. | 1.73% | Add +5.6% | 123,706 | $13.7M |
| Raymond James & Associates | 0.01% | Reduce -19.0% | 117,589 | $13.0M |
| Mariner, LLC | 0.02% | Reduce -3.2% | 116,891 | $12.9M |
| Creative Planning | 0.01% | Reduce -13.1% | 113,781 | $12.6M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Reduce -63.0% | 111,907 | $12.4M |
| Net Worth Advisory Group | 3.55% | — | 108,371 | $12.0M |
| Sequent Planning LLC | 4.08% | Reduce -8.5% | 107,216 | $11.8M |
| Equitable Holdings, Inc. | 0.11% | Add +6.7% | 106,898 | $11.8M |
| BlueSky Wealth Advisors, LLC | 1.81% | Reduce -1.2% | 105,247 | $11.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.05% | Add +7.0% | 104,792 | $11.6M |
| Twin Focus Capital Partners, LLC | 1.81% | Add +0.5% | 103,929 | $11.5M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -55.5% | 105,181 | $11.3M |
| Meridian Management Co. | 2.83% | Add +5.0% | 100,756 | $11.1M |
| Guardian Capital Advisors LP | 1.09% | Add +311.4% | 100,343 | $11.1M |
| Fulton Breakefield Broenniman LLC | 0.77% | Reduce -3.7% | 100,071 | $11.1M |
| Capitolis Liquid Global Markets LLC | 0.12% | No change | 100,000 | $11.0M |
| Wealth Forward, LLC | 7.70% | Reduce -1.4% | 99,342 | $11.0M |
| Guggenheim Capital LLC | 0.08% | Add +4.5% | 96,573 | $10.7M |
| Frontier Asset Management, LLC | 3.51% | Reduce -4.1% | 95,919 | $10.6M |
| Tiaa Trust, National Association | 0.03% | Add +8.4% | 95,882 | $10.6M |
| Ted Buchan & Co | 5.02% | Add +2.8% | 95,846 | $10.6M |
| Horizon Investments, LLC | 0.27% | Reduce -0.4% | 91,635 | $10.1M |
| Verger Capital Management LLC | 4.99% | Add +39.2% | 91,193 | $10.1M |
| Bokf, NA | 0.18% | No change | 91,267 | $10.1M |
| Silver Coast Investments LLC | 3.67% | Add +5.5% | 90,275 | $10.0M |
| First National Bank & Trust Co. of Newtown | 1.90% | Reduce -0.3% | 89,862 | $9.9M |
| Spire Wealth Management | 0.33% | Reduce -1.3% | 87,883 | $9.7M |
| Cambridge Associates LLC /Ma/ | 0.36% | Reduce -23.6% | 87,675 | $9.7M |
| Family Firm, Inc. | 2.11% | Reduce -9.1% | 186,407 | $9.6M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -73.5% | 86,189 | $9.5M |
| Blair William & Co. | 0.03% | Add +11.5% | 85,559 | $9.5M |
| D.A. Davidson & Co. | 0.08% | Reduce -10.7% | 84,113 | $9.3M |
| Charles Schwab Trust Co | 0.80% | Reduce -27.1% | 83,964 | $9.3M |
| Insight Wealth Strategies, LLC | 1.21% | Reduce -33.1% | 83,175 | $9.2M |
| Shilanski & Associates, Inc. | 2.93% | Reduce -2.1% | 81,671 | $9.0M |
| Natixis Advisors, LLC | 0.02% | Add +0.6% | 81,096 | $9.0M |
| Rathbones Group PLC | 0.04% | Reduce -6.9% | 80,259 | $8.9M |
| Global Endowment Management, LP | 0.88% | Add +1.5% | 78,880 | $8.7M |
| Crabel Capital Management, LLC | 6.09% | Add +90.0% | 78,364 | $8.7M |
| Asset Management Group, Inc. | 1.19% | Reduce -1.4% | 75,942 | $8.4M |
| Assetmark, Inc. | 0.02% | Reduce -95.6% | 74,408 | $8.2M |
| White Pine Investment CO | 2.25% | Add +1.8% | 74,266 | $8.2M |
| First Trust Advisors LP | 0.01% | Reduce -0.1% | 73,968 | $8.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -39.0% | 73,270 | $8.1M |
| Fortitude Family Office, LLC | 3.14% | Add +16.5% | 71,767 | $7.9M |
| Full Sail Capital, LLC | 0.50% | Reduce -3.7% | 70,504 | $7.8M |
| One Wealth Map LLC | 4.52% | Add +7.9% | 70,043 | $7.7M |
| Easterly Investment Partners LLC | 0.61% | No change | 69,080 | $7.6M |
| Phillips Financial Management, LLC | 0.56% | Reduce -16.7% | 65,926 | $7.3M |
| CoreCap Advisors, LLC | 0.34% | New | 64,428 | $7.1M |
| AE Wealth Management LLC | 0.06% | Reduce -20.7% | 64,090 | $7.1M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -29.6% | 63,921 | $7.1M |
| Olympus Wealth Management, LLC | 2.42% | Reduce -5.5% | 63,676 | $7.0M |
| Buck Wealth Strategies, LLC | 2.21% | Reduce -6.5% | 63,657 | $7.0M |
| Hillcrest Wealth Advisors - NY, LLC | 3.50% | Reduce -10.3% | 63,535 | $7.0M |
| Stablepoint Partners, LLC | 1.28% | Add +5.5% | 63,404 | $7.0M |
| Axos Invest Inc. | 4.74% | — | 62,747 | $6.9M |
| Schechter Investment Advisors, LLC | 0.51% | Add +0.4% | 62,008 | $6.8M |
| Financial & Tax Architects, LLC | 1.73% | Reduce -9.2% | 60,925 | $6.7M |
| Mackenzie Financial Corp. | 0.01% | Add +65.0% | 60,400 | $6.7M |
| Great Valley Advisor Group, Inc. | 0.16% | Add +3.6% | 60,291 | $6.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.11% | Add +2.1% | 59,501 | $6.6M |
| Corient Private Wealth LP | 0.01% | Reduce -2.1% | 58,982 | $6.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -18.6% | 58,443 | $6.5M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -4.1% | 58,024 | $6.4M |
| Parallel Advisors, LLC | 0.15% | Reduce -2.8% | 57,483 | $6.4M |
| Camden National Bank | 0.91% | Add +4.7% | 57,439 | $6.3M |
| NewEdge Advisors, LLC | 0.04% | Reduce -1.6% | 57,079 | $6.3M |
| Rather & Kittrell, Inc. | 1.54% | Add +2.8% | 56,810 | $6.3M |
| Connable Office Inc. | 0.63% | Add +128.8% | 56,684 | $6.3M |
| Barclays PLC | 0.00% | Add +96.9% | 56,475 | $6.2M |
| Palumbo Wealth Management LLC | 2.36% | Reduce -3.6% | 54,976 | $6.1M |
| Private Advisor Group, LLC | 0.04% | Reduce -19.6% | 54,476 | $6.0M |
| Sage Capital Advisors,llc | 1.56% | Add +0.1% | 53,949 | $6.0M |
| First Horizon Advisors, Inc. | 0.16% | Reduce -4.9% | 52,716 | $5.8M |
| Slow Capital, Inc. | 0.88% | Add +2.0% | 52,265 | $5.8M |
| Brightwater Advisory LLC | 4.23% | Reduce -6.3% | 52,056 | $5.8M |
| Horizons Wealth Management | 4.44% | Add +0.3% | 51,872 | $5.7M |
| US Bancorp \de | 0.01% | Reduce -37.7% | 51,726 | $5.7M |
| Merriman Wealth Management, LLC | 0.23% | Reduce -7.0% | 51,715 | $5.7M |
| Curbstone Financial Management Corp | 1.21% | Reduce -0.9% | 51,304 | $5.7M |
| SMI Advisory Services, LLC | 1.24% | Add +1.4% | 51,079 | $5.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -5.7% | 50,323 | $5.6M |
| Comerica Bank | 0.02% | Reduce -14.4% | 50,254 | $5.6M |
| Deutsche Bank AG | 0.00% | Add +79.6% | 49,710 | $5.5M |
| Graham Capital Management, L.P. | 0.29% | New | 49,500 | $5.5M |
| Cranbrook Wealth Management, LLC | 1.24% | Reduce -2.8% | 49,394 | $5.5M |
| Focus Partners Wealth | 0.02% | Reduce -70.0% | 48,619 | $5.4M |
| Belpointe Asset Management LLC | 0.32% | Add +338.0% | 48,162 | $5.3M |
| Stelac Advisory Services LLC | 2.14% | Add +20.3% | 47,773 | $5.3M |
| Sound Stewardship, LLC | 2.93% | Add +4.0% | 47,317 | $5.2M |
| Susquehanna International Group, LLP | 0.01% | New | 47,224 | $5.2M |
| Sterling Investment Advisors LLC | 2.93% | Add +3.9% | 47,196 | $5.2M |
| James Investment Research, Inc. | 0.58% | Reduce -5.1% | 45,634 | $5.0M |
| Composition Wealth, LLC | 0.12% | No change | 45,139 | $5.0M |
| Fairview Capital Investment Management, LLC | 0.27% | Reduce -5.5% | 44,867 | $5.0M |
| Commerce Bank | 0.03% | Reduce -4.8% | 44,311 | $4.9M |
| Peapack Gladstone Financial Corp. | 0.07% | Add +25.9% | 43,432 | $4.8M |
| Insight Wealth Partners, LLC | 2.88% | Add +3.7% | 42,745 | $4.7M |
| M&T Bank Corp | 0.02% | Reduce -7.5% | 41,941 | $4.6M |
| Bank of Montreal | 0.00% | Reduce -46.7% | 41,490 | $4.6M |
| Argent Financial Group, Inc. | 0.54% | — | 41,515 | $4.6M |
| Gray Wealth Management Inc. | 1.80% | Add +1.5% | 41,327 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -59.6% | 40,978 | $4.5M |
| Modera Wealth Management, LLC | 0.06% | Reduce -0.3% | 40,588 | $4.5M |
| Franklin Resources Inc. | 0.00% | Reduce -6.6% | 40,025 | $4.4M |
| Signature Wealth Management Group | 1.75% | Reduce -1.2% | 39,603 | $4.4M |
| Lake Hills Wealth Management, LLC | 2.88% | Reduce -0.9% | 38,930 | $4.3M |
| Adirondack Trust Co. | 1.62% | Reduce -1.6% | 38,044 | $4.2M |
| Money Concepts Capital Corp. | 0.32% | Reduce -1.1% | 37,824 | $4.2M |
| Rothschild Wealth LLC | 1.24% | Add +312.7% | 111,025 | $4.2M |
| Dai-ichi Life Holdings, Inc. | 4.88% | Reduce -42.5% | 37,677 | $4.2M |
| Jane Street Group, LLC | 0.01% | Add +130.8% | 37,520 | $4.1M |
| Sigma Investment Counselors Inc. | 0.24% | Add +2.6% | 37,508 | $4.1M |
| AMG National Trust Bank | 0.11% | Add +2.1% | 37,327 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -23.6% | 36,915 | $4.1M |
| Impact Partnership Wealth, LLC | 0.92% | Add +26.9% | 36,799 | $4.1M |
| Allworth Financial LP | 0.02% | Reduce -45.7% | 36,421 | $4.0M |
| Alliance Wealth Advisors, LLC | 1.05% | Reduce -40.6% | 36,158 | $4.0M |
| Waverly Advisors, LLC | 0.07% | Reduce -7.0% | 36,075 | $4.0M |
| Lodestar Private Asset Management LLC | 0.51% | Reduce -2.1% | 36,007 | $4.0M |
| NorthCrest Asset Manangement, LLC | 0.12% | Reduce -27.1% | 35,974 | $4.0M |
| Sigma Planning Corp | 0.12% | Add +1.1% | 35,547 | $3.9M |
| Fermata Advisors, LLC | 0.79% | Add +7.5% | 35,425 | $3.9M |
| Foster & Motley Inc. | 0.24% | Reduce -1.2% | 34,937 | $3.9M |
| Citadel Advisors | 0.00% | Reduce -27.8% | 34,898 | $3.9M |
| Wealth Alliance, LLC | 0.46% | Reduce -6.2% | 34,788 | $3.8M |
| Founders Financial Securities LLC | 0.35% | Reduce -11.9% | 34,785 | $3.8M |
| Arete Wealth Advisors, LLC | 0.32% | Add +24.5% | 33,752 | $3.7M |
| Peak Financial Management, Inc. | 1.09% | Add +0.7% | 33,670 | $3.7M |
| Evergreen Capital Management LLC | 0.12% | Add +0.4% | 33,416 | $3.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.08% | Add +13.7% | 33,362 | $3.7M |
| Mgo One Seven LLC | 0.16% | Add +8.0% | 32,842 | $3.6M |
| Trek Financial, LLC | 0.26% | Reduce -40.4% | 31,873 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -4.5% | 31,668 | $3.5M |
| First Personal Financial Services | 0.73% | Reduce -3.6% | 31,311 | $3.5M |
| Lido Advisors, LLC | 0.03% | Add +2.3% | 30,688 | $3.4M |
| Advisory Services Network, LLC | 0.07% | No change | 31,563 | $3.4M |
| Sage Financial Group Inc. | 0.27% | Reduce -14.3% | 30,331 | $3.4M |
| Bragg Financial Advisors, Inc | 0.14% | Add +1.3% | 30,068 | $3.3M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.1% | 29,705 | $3.3M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -0.6% | 29,278 | $3.2M |
| Insigneo Advisory Services, LLC | 0.33% | Reduce -0.5% | 29,140 | $3.2M |
| Bartlett & Co. Wealth Management LLC | 0.05% | Reduce -0.8% | 29,128 | $3.2M |
| Portside Wealth Group, LLC | 0.54% | Add +38.3% | 28,842 | $3.2M |
| CW Advisors, LLC | 0.04% | Add +59.9% | 28,638 | $3.2M |
| Summit Financial, LLC | 0.12% | Add +118.0% | 28,603 | $3.2M |
| Stephenson & Company, Inc. | 2.13% | Add +7.2% | 28,465 | $3.1M |
| Legal & General Group Plc | 0.00% | Add +10.3% | 27,803 | $3.1M |
| TrinityPoint Wealth, LLC | 0.43% | Reduce -6.4% | 27,265 | $3.0M |
| SigFig Wealth Management, LLC | 0.11% | Reduce -24.0% | 27,269 | $3.0M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -16.5% | 27,184 | $3.0M |
| WASHINGTON TRUST Co | 0.10% | Reduce -20.3% | 27,015 | $3.0M |
| Ascent Wealth Partners, LLC | 0.41% | Reduce -19.6% | 26,758 | $3.0M |
| Bull Street Advisors, LLC | 1.36% | Reduce -13.9% | 26,523 | $2.9M |
| Lyell Wealth Management, LP | 0.26% | Add +1.9% | 26,368 | $2.9M |
| Savant Capital, LLC | 0.02% | Add +82.1% | 26,304 | $2.9M |
| Samalin Investment Counsel, LLC | 1.26% | Reduce -2.5% | 26,055 | $2.9M |
| Greenwood Capital Associates LLC | 0.37% | Add +2.2% | 25,811 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Reduce -25.1% | 25,512 | $2.8M |
| Humankind Investments LLC | 1.02% | No change | 25,500 | $2.8M |
| Sykon Capital LLC | 0.99% | Reduce -25.4% | 25,446 | $2.8M |
| Kingsview Wealth Management, LLC | 0.06% | Reduce -11.1% | 25,421 | $2.8M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -4.8% | 25,296 | $2.8M |
| Larson Financial Group LLC | 0.16% | Reduce -8.8% | 24,880 | $2.7M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -62.6% | 24,801 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +5.8% | 24,794 | $2.7M |
| Schonfeld Strategic Advisors LLC | 0.02% | New | 24,727 | $2.7M |
| Dorsey & Whitney Trust CO LLC | 0.15% | Add +11.3% | 24,696 | $2.7M |
| Cibc World Market Inc. | 0.01% | Reduce -0.0% | 24,551 | $2.7M |
| Mutual Advisors, LLC | 0.08% | Reduce -4.5% | 24,093 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +282.6% | 23,583 | $2.6M |
| Alera Investment Advisors, LLC | 0.30% | Reduce -4.1% | 23,096 | $2.6M |
| Financial Advocates Investment Management | 0.14% | Reduce -10.0% | 19,334 | $2.5M |
| Welch & Forbes LLC | 0.03% | Add +4.2% | 22,422 | $2.5M |
| Zhang Financial LLC | 0.16% | Reduce -8.2% | 22,396 | $2.5M |
| Ti-Trust, Inc. | 1.73% | Reduce -0.2% | 21,838 | $2.4M |
| Cwm, LLC | 0.01% | Reduce -95.8% | 21,795 | $2.4M |
| Nations Financial Group Inc, /Ia/ | 0.17% | Reduce -7.4% | 21,449 | $2.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -4.5% | 21,397 | $2.4M |
| Raymond James Trust N.A. | 0.05% | Reduce -5.0% | 21,268 | $2.3M |
| Arax Advisory Partners | 0.21% | Reduce -9.9% | 21,219 | $2.3M |
| WealthCollab, LLC | 1.51% | Reduce -2.1% | 20,770 | $2.3M |
| Independent Family Office, LLC | 1.13% | Add +0.0% | 20,354 | $2.2M |
| Visionary Wealth Advisors | 0.14% | Add +1.2% | 20,286 | $2.2M |
| Betterment LLC | 0.01% | Reduce -5.8% | 20,290 | $2.2M |
| Summit X, LLC | 0.54% | Reduce -3.9% | 20,725 | $2.2M |
| Fortune Financial Advisors, LLC | 1.96% | Reduce -0.1% | 19,600 | $2.2M |
| Patton Albertson Miller Group, LLC | 0.29% | Reduce -15.4% | 19,539 | $2.2M |
| Stone Summit Wealth LLC | 0.69% | Add +5.4% | 19,332 | $2.1M |
| Cordant, Inc. | 1.09% | Add +4.1% | 19,327 | $2.1M |
| Forefront Analytics, LLC | 0.99% | Reduce -11.4% | 19,077 | $2.1M |
| CFS Investment Advisory Services, LLC | 0.18% | Reduce -59.1% | 18,875 | $2.1M |
| MassMutual Private Wealth & Trust, FSB | 0.06% | Add +2.5% | 18,848 | $2.1M |
| Ellis Investment Partners, LLC | 0.40% | Add +0.1% | 18,688 | $2.1M |
| Fox Hill Wealth Management | 1.14% | Reduce -0.7% | 18,654 | $2.1M |
| Curran Financial Partners, LLC | 0.58% | Add +0.8% | 18,377 | $2.0M |
| Cannon Financial Strategists, Inc. | 0.35% | Reduce -3.9% | 18,111 | $2.0M |
| Wesbanco Bank Inc. | 0.07% | Reduce -0.5% | 17,832 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -23.2% | 17,772 | $2.0M |
| American Investment Services, Inc. | 0.33% | Reduce -6.0% | 17,726 | $2.0M |
| Brass Tax Wealth Management, Inc. | 0.42% | Reduce -13.2% | 17,681 | $2.0M |
| Vontobel Holding Ltd. | 0.01% | Add +4.1% | 17,519 | $1.9M |
| SouthState Bank Corp | 0.13% | Reduce -15.4% | 17,487 | $1.9M |
| TD Private Client Wealth LLC | 0.06% | Reduce -14.6% | 17,331 | $1.9M |
| Renaissance Technologies | 0.00% | New | 17,200 | $1.9M |
| Integrated Advisors Network LLC | 0.09% | Add +1.7% | 17,024 | $1.9M |
| Retireful, LLC | 1.39% | Reduce -14.8% | 17,009 | $1.9M |
| William Howard & Co Financial Advisors Inc | 1.59% | Add +0.3% | 16,914 | $1.9M |
| Chesapeake Capital Corp. | 1.70% | Add +27.9% | 16,902 | $1.9M |
| Tidal Investments LLC | 0.02% | Add +8.3% | 16,905 | $1.9M |
| Courage Miller Partners, LLC | 0.63% | No change | 16,888 | $1.9M |
| Independent Financial Group, LLC | 0.07% | Reduce -11.6% | 16,872 | $1.9M |
| SignalPoint Asset Management, LLC | 0.43% | No change | 16,774 | $1.9M |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.72% | Add +3.0% | 16,740 | $1.8M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -22.2% | 16,441 | $1.8M |
| Darden Wealth Group Inc | 1.30% | Reduce -1.0% | 16,328 | $1.8M |
| PFG Investments, LLC | 0.12% | Reduce -4.3% | 16,315 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Reduce -7.5% | 16,204 | $1.8M |
| Prosperity Consulting Group, LLC | 0.14% | Add +51.7% | 16,157 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +20.9% | 16,120 | $1.8M |
| E&G Advisors, LLC | 0.49% | Reduce -4.6% | 16,079 | $1.8M |
| KMG Fiduciary Partners, LLC | 0.15% | Add +0.6% | 16,016 | $1.8M |
| FFG Retirement Advisors LLC | 1.14% | Reduce -13.2% | 15,856 | $1.8M |
| Flputnam Investment Management Co. | 0.03% | Reduce -18.8% | 15,810 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +123.8% | 15,786 | $1.7M |
| Brookstone Capital Management | 0.03% | Reduce -31.3% | 15,742 | $1.7M |
| GTS Securities LLC | 0.03% | Add +224.8% | 15,678 | $1.7M |
| United Services Automobile Association | 0.04% | Reduce -4.0% | 15,621 | $1.7M |
| City State Bank | 0.63% | Reduce -13.8% | 15,570 | $1.7M |
| Blue Fin Capital, Inc. | 0.33% | Reduce -3.6% | 15,505 | $1.7M |
| Treynor Bancshares, Inc. | 1.73% | Reduce -2.6% | 15,285 | $1.7M |
| Pure Portfolios Holdings LLC | 0.63% | — | 15,181 | $1.7M |
| Pflug Koory, LLC | 0.11% | — | 15,138 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | No change | 15,100 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -5.7% | 15,077 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -18.4% | 15,069 | $1.7M |
| Procyon Advisors, LLC | 0.11% | Reduce -3.5% | 14,793 | $1.6M |
| Sandy Spring Bank | 0.07% | Reduce -3.6% | 14,695 | $1.6M |
| CPA Asset Management Group, LLC | 0.78% | No change | 14,692 | $1.6M |
| Sterling Financial Planning, Inc. | 0.60% | Reduce -0.2% | 14,655 | $1.6M |
| Summit Wealth Group, LLC | 0.46% | Reduce -8.3% | 14,497 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -8.7% | 14,427 | $1.6M |
| Cresset Asset Management, LLC | 0.01% | Reduce -3.6% | 14,307 | $1.6M |
| Nwam LLC | 0.10% | New | 14,279 | $1.6M |
| Pine Valley Investments Ltd Liability Co | 0.11% | Reduce -16.9% | 14,182 | $1.6M |
| Archvest Wealth Advisors, Inc. | 0.99% | Add +22.5% | 14,099 | $1.6M |
| Calton & Associates, Inc. | 0.58% | Add +5.8% | 13,795 | $1.5M |
| Brighton Jones LLC | 0.06% | Reduce -7.6% | 13,753 | $1.5M |
| Courier Capital LLC | 0.10% | Reduce -0.7% | 13,692 | $1.5M |
| Perissos Private Wealth Management, LLC | 1.21% | Reduce -1.1% | 13,599 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -1.6% | 13,446 | $1.5M |
| Fifth Third Bancorp | 0.01% | Reduce -3.1% | 13,362 | $1.5M |
| National Philanthropic Trust | 0.03% | No change | 13,194 | $1.5M |
| Florin Court Capital LLP | 1.15% | Add +168.8% | 12,900 | $1.4M |
| Strategic Wealth Investment Group, LLC | 0.15% | Reduce -87.2% | 12,798 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -11.1% | 12,760 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -8.2% | 12,704 | $1.4M |
| Addison Capital Co | 0.56% | Add +2.1% | 12,551 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -1.3% | 12,432 | $1.4M |
| Sovereign Financial Group, Inc. | 0.32% | Add +1.8% | 12,370 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -10.8% | 12,328 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.10% | Add +1.5% | 12,227 | $1.4M |
| CMG Global Holdings, LLC | 0.76% | Reduce -3.1% | 12,181 | $1.3M |
| Creative Capital Management Investments LLC | 0.56% | Reduce -3.3% | 12,156 | $1.3M |
| Northwest Wealth Management, LLC | 0.31% | Reduce -7.5% | 12,113 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.1% | 12,100 | $1.3M |
| Compound Planning, Inc. | 0.08% | Add +4.4% | 12,063 | $1.3M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -5.5% | 12,063 | $1.3M |
| Soltis Investment Advisors LLC | 0.13% | Reduce -53.4% | 12,041 | $1.3M |
| Cullen/Frost Bankers, Inc. | 0.02% | Reduce -16.8% | 11,821 | $1.3M |
| Arcataur Capital Management LLC | 0.44% | Reduce -1.4% | 11,736 | $1.3M |
| Fiducient Advisors LLC | 0.15% | Add +6.0% | 11,598 | $1.3M |
| Shepherd Financial Partners LLC | 0.15% | Reduce -2.1% | 11,582 | $1.3M |
| Invictus Private Wealth, LLC | 0.10% | Add +5.5% | 11,548 | $1.3M |
| Topel & Distasi Wealth Management, LLC | 0.53% | Reduce -0.7% | 11,536 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.35% | Reduce -2.8% | 11,472 | $1.3M |
| Interactive Financial Advisors, Inc. | 0.65% | Reduce -3.5% | 11,411 | $1.3M |
| Edmond DE Rothschild Holding S.A. | 0.02% | New | 11,319 | $1.3M |
| Biondo Investment Advisors, LLC | 0.17% | Reduce -0.0% | 11,305 | $1.2M |
| Glass Jacobson Investment Advisors llc | 0.41% | Reduce -1.4% | 11,060 | $1.2M |
| Madden Advisory Services, Inc. | 0.56% | Add +16.7% | 11,030 | $1.2M |
| Simon Quick Advisors, LLC | 0.08% | Add +0.5% | 10,961 | $1.2M |
| Legacy Financial Group LLC | 0.23% | Reduce -90.5% | 10,801 | $1.2M |
| Evexia Wealth LLC | 0.42% | Add +14.3% | 10,880 | $1.2M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -1.0% | 10,739 | $1.2M |
| Jacobi Capital Management LLC | 0.09% | Reduce -11.4% | 10,634 | $1.2M |
| Strategic Blueprint, LLC | 0.07% | Add +52.2% | 10,573 | $1.2M |
| Blue Trust, Inc. | 0.02% | Reduce -4.0% | 10,830 | $1.2M |
| American Financial Advisors, LLC | 0.16% | Reduce -12.0% | 10,432 | $1.2M |
| Fairway Wealth LLC | 0.58% | Add +10.4% | 10,423 | $1.2M |
| Synovus Financial Corp. | 0.01% | Reduce -15.9% | 10,420 | $1.2M |
| BOS Asset Management, LLC | 0.42% | Reduce -13.8% | 10,367 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.12% | Reduce -14.8% | 10,324 | $1.1M |
| Fiduciary Financial Group, LLC | 0.26% | Reduce -10.3% | 10,352 | $1.1M |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -48.2% | 10,256 | $1.1M |
| FineMark National Bank & Trust | 0.04% | Reduce -7.9% | 10,256 | $1.1M |
| StoneX Group Inc. | 0.08% | Add +35.4% | 10,238 | $1.1M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.10% | Reduce -5.0% | 10,222 | $1.1M |
| 180 Wealth Advisors, LLC | 0.18% | Add +2.5% | 10,186 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +302.7% | 10,160 | $1.1M |
| Apexium Financial, LP | 0.07% | Reduce -24.5% | 10,071 | $1.1M |
| First American Trust, FSB | 0.11% | Reduce -6.8% | 9,817 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -6.2% | 9,796 | $1.1M |
| Marshall Financial Group Inc. | 0.33% | Add +0.6% | 9,783 | $1.1M |
| Christensen, King & Associates Investment Services, Inc. | 0.51% | Reduce -4.8% | 9,748 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -88.8% | 9,716 | $1.1M |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -24.6% | 9,700 | $1.1M |
| Ellenbecker Investment Group | 0.20% | Reduce -12.6% | 9,682 | $1.1M |
| DMC Group, LLC | 0.86% | Reduce -40.2% | 9,676 | $1.1M |
| TNF LLC | 0.38% | Reduce -2.8% | 9,816 | $1.1M |
| CWC Advisors, LLC. | 1.05% | — | 9,582 | $1.1M |
| Old National Bancorp | 0.02% | Reduce -19.3% | 9,560 | $1.1M |
| Latitude Advisors, LLC | 0.59% | Reduce -14.9% | 9,392 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -4.5% | 9,379 | $1.0M |
| Sepio Capital, LP | 0.08% | Reduce -2.6% | 9,370 | $1.0M |
| Canandaigua National Bank & Trust Co. | 0.10% | New | 9,326 | $1.0M |
| Pinnacle Associates Ltd. | 0.02% | Add +2.3% | 9,506 | $1.0M |
| Graypoint LLC | 0.07% | Reduce -1.6% | 9,203 | $1.0M |
| Shayne & Jacobs, LLC | 0.25% | No change | 9,160 | $1.0M |
| Palisade Asset Management, LLC | 0.10% | Reduce -1.1% | 9,137 | $1.0M |
| Smith, Moore & Co. | 0.10% | Reduce -12.1% | 9,120 | $1.0M |
| TCFG Wealth Management, LLC | 0.51% | — | 9,105 | $1.0M |
| Bank of Marin | 0.81% | Add +2.5% | 9,083 | $1.0M |
| Qube Research & Technologies Ltd | 0.00% | Add +40.2% | 9,058 | $1.0M |
| Aviance Capital Partners, LLC | 0.13% | Add +0.1% | 9,055 | $1.0M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -6.0% | 9,025 | $997K |
| Park Avenue Securities LLC | 0.01% | Reduce -90.3% | 9,015 | $996K |
| Awm Capital, LLC | 0.12% | Add +2.6% | 8,995 | $994K |
| Farther Finance Advisors, LLC | 0.04% | Reduce -18.4% | 8,933 | $987K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -8.9% | 8,795 | $972K |
| Chemistry Wealth Management LLC | 0.23% | Reduce -1.4% | 8,764 | $968K |
| Sunbelt Securities, Inc. | 0.09% | Reduce -20.9% | 8,695 | $961K |
| Keel Point, LLC | 0.08% | Add +0.6% | 8,666 | $957K |
| Seldon Capital LP | 0.53% | No change | 8,515 | $941K |
| Hilltop Holdings Inc. | 0.06% | Reduce -23.9% | 8,496 | $939K |
| Atria Investments, Inc | 0.01% | Reduce -78.3% | 8,491 | $938K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -2.9% | 8,447 | $933K |
| Renasant Bank | 0.61% | Reduce -26.2% | 8,434 | $932K |
| Gould Asset Management LLC | 0.20% | Add +2.0% | 8,432 | $932K |
| Valued Retirements, Inc. | 1.28% | No change | 8,422 | $930K |
| Park Place Capital Corp | 0.27% | Reduce -27.8% | 8,380 | $926K |
| Wallace Advisory Group, LLC | 0.68% | Reduce -1.3% | 8,659 | $925K |
| Financial Network Wealth Advisors LLC | 0.76% | Add +52.4% | 8,351 | $923K |
| Westfuller Advisors, LLC | 0.66% | — | 8,337 | $921K |
| IFP Advisors, Inc | 0.03% | Add +43.4% | 8,322 | $919K |
| Verus Capital Partners, LLC | 0.09% | Reduce -48.0% | 8,274 | $914K |
| Atwater Malick LLC | 0.29% | Reduce -9.2% | 8,248 | $911K |
| Bigelow Investment Advisors, LLC | 0.41% | Reduce -2.1% | 8,245 | $911K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -93.2% | 8,232 | $909K |
| CIBC Private Wealth Group LLC | 0.00% | Add +36.7% | 8,180 | $904K |
| Red Wave Investments LLC | 0.31% | Reduce -8.5% | 8,146 | $900K |
| Chapin Davis, Inc. | 0.29% | Reduce -0.2% | 8,078 | $892K |
| Safeguard Investment Advisory Group, LLC | 0.25% | Reduce -12.3% | 8,069 | $892K |
| RFG Advisory, LLC | 0.03% | Reduce -45.3% | 8,049 | $889K |
| Liberty Wealth Management LLC | 0.15% | Reduce -65.7% | 8,028 | $887K |
| Norden Group LLC | 0.10% | Reduce -44.0% | 7,993 | $883K |
| Advus Financial Partners, LLC | 0.25% | Reduce -20.6% | 7,895 | $872K |
| Unique Wealth Strategies, LLC | 0.38% | Add +23.8% | 7,882 | $871K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -25.3% | 7,794 | $861K |
| Parker Financial LLC | 0.43% | Reduce -13.4% | 7,790 | $861K |
| Caldwell Trust Co | 0.09% | No change | 7,758 | $857K |
| Prospera Financial Services Inc | 0.02% | Reduce -10.2% | 7,737 | $855K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +5.1% | 7,668 | $847K |
| Tritonpoint Wealth, LLC | 0.08% | Reduce -7.3% | 7,610 | $841K |
| Busey Bank | 0.03% | Reduce -8.3% | 7,599 | $839K |
| Alpha Cubed Investments, LLC | 0.04% | Reduce -10.3% | 7,584 | $838K |
| Duncker Streett & Co. Inc. | 0.15% | Reduce -3.0% | 7,553 | $834K |
| First National Corp. /Ma/ | 0.18% | Add +14.4% | 7,504 | $829K |
| Gill Capital Partners, LLC | 0.30% | Reduce -0.5% | 7,491 | $828K |
| Farrell Financial LLC | 0.58% | Reduce -3.0% | 7,563 | $821K |
| Modern Wealth Management, LLC | 0.05% | Add +10.2% | 7,403 | $818K |
| Kovack Advisors, Inc. | 0.09% | Reduce -26.8% | 7,356 | $813K |
| Inscription Capital, LLC | 0.12% | Reduce -2.1% | 7,344 | $811K |
| Apella Capital, LLC | 0.03% | Add +6.0% | 7,322 | $810K |
| Pathstone Holdings, LLC | 0.00% | Reduce -11.1% | 7,284 | $805K |
| First Hawaiian Bank | 0.03% | Reduce -13.9% | 7,213 | $797K |
| Cardiff Park Advisors, LLC | 0.07% | Reduce -11.0% | 7,175 | $793K |
| FinTrust Capital Advisors, LLC | 0.13% | Reduce -1.2% | 7,148 | $790K |
| WNY Asset Management, LLC | 0.09% | Reduce -34.9% | 7,130 | $788K |
| Planned Solutions, Inc. | 0.32% | Reduce -9.5% | 7,098 | $784K |
| Private Harbour Investment Management & Counsel, LLC | 0.82% | Reduce -0.3% | 7,055 | $779K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,050 | $779K |
| Kingfisher Capital LLC | 0.18% | Reduce -8.6% | 7,026 | $776K |
| Trust Co. of Vermont | 0.04% | Reduce -2.4% | 7,024 | $776K |
| Wolverine Trading, LLC | 0.02% | Add +51.6% | 6,931 | $766K |
| Vise Technologies, Inc. | 0.10% | Reduce -6.5% | 6,917 | $764K |
| Van Strum & Towne Inc. | 0.26% | No change | 6,905 | $763K |
| Smith Thornton Advisors LLC | 0.50% | Reduce -0.9% | 6,869 | $759K |
| Jaffetilchin Investment Partners, LLC | 0.06% | No change | 6,846 | $756K |
| Daymark Wealth Partners, LLC | 0.03% | Add +3.6% | 6,819 | $753K |
| Atlas Brown,Inc. | 0.26% | Reduce -20.8% | 6,732 | $744K |
| Global Retirement Partners, LLC | 0.02% | Reduce -45.5% | 6,720 | $742K |
| Waterloo Capital, L.P. | 0.08% | Add +51.1% | 6,681 | $738K |
| Tilia Fiduciary Partners, Inc. | 0.51% | Reduce -3.5% | 6,676 | $737K |
| Bath Savings Trust Co | 0.07% | Reduce -2.6% | 6,645 | $734K |
| Chicago Partners Investment Group LLC | 0.03% | Add +1.8% | 6,759 | $733K |
| IVC Wealth Advisors LLC | 0.40% | Reduce -7.5% | 6,614 | $731K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -1.9% | 6,594 | $728K |
| Csenge Advisory Group | 0.04% | Reduce -57.6% | 6,652 | $728K |
| SeaCrest Wealth Management, LLC | 0.08% | Reduce -5.7% | 6,555 | $724K |
| Financial Architects, LLC | 0.47% | Add +4.0% | 6,535 | $722K |
| WealthTrust Axiom LLC | 0.21% | No change | 6,500 | $718K |
| Avior Wealth Management, LLC | 0.03% | Reduce -8.1% | 6,473 | $715K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -4.0% | 6,422 | $710K |
| LPWM LLC | 0.23% | Add +1.2% | 6,429 | $708K |
| Stephens Inc. | 0.01% | Reduce -1.5% | 6,358 | $702K |
| Flagstar Securities, Inc. | 0.18% | Reduce -5.1% | 6,335 | $700K |
| Fisher Asset Management | 0.00% | Reduce -14.4% | 6,262 | $692K |
| Tiemann Investment Advisors, LLC | 0.30% | Reduce -2.9% | 6,257 | $691K |
| Garner Asset Management Corp | 0.24% | Add +0.7% | 6,251 | $691K |
| Wealthspire Retirement, LLC | 0.05% | Add +2.7% | 6,111 | $675K |
| Creekside Partners | 0.35% | Reduce -38.4% | 6,069 | $670K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.31% | Reduce -3.1% | 6,054 | $669K |
| Ancora Advisors LLC | 0.02% | Reduce -2.4% | 6,028 | $666K |
| Focus Financial Network, Inc. | 0.03% | Reduce -31.7% | 6,019 | $665K |
| TRUE Private Wealth Advisors | 0.08% | Reduce -17.5% | 6,014 | $664K |
| Clear Investment Research, LLC | 0.86% | Reduce -0.2% | 5,984 | $661K |
| Glen Eagle Advisors, LLC | 0.11% | Reduce -34.7% | 5,980 | $661K |
| Cyndeo Wealth Partners, LLC | 0.05% | Reduce -96.0% | 5,979 | $661K |
| Axiom Advisory, LLC | 0.01% | Add +3.0% | 6,055 | $658K |
| Mission Creek Capital Partners, Inc. | 0.15% | Add +87.5% | 5,913 | $653K |
| &partners | 0.01% | New | 5,827 | $644K |
| Summitry LLC | 0.03% | No change | 5,805 | $641K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 5,805 | $641K |
| Parkside Financial Bank & Trust | 0.09% | Add +1.2% | 5,796 | $640K |
| World Investment Advisors | 0.02% | Reduce -22.8% | 5,794 | $640K |
| SilverOak Wealth Management LLC | 0.14% | No change | 5,769 | $637K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -0.3% | 5,762 | $637K |
| Copperleaf Capital, LLC | 0.49% | Reduce -0.0% | 5,759 | $636K |
| Guidance Capital, Inc. | 0.20% | Reduce -4.8% | 5,718 | $625K |
| Glenview Trust Co | 0.01% | Add +34.5% | 5,660 | $625K |
| Gibson Capital, LLC | 0.13% | No change | 5,611 | $620K |
| Tyche Wealth Partners LLC | 0.14% | Reduce -6.5% | 5,512 | $609K |
| Rosenblum Silverman Sutton S F Inc. | 0.16% | No change | 5,510 | $609K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.9% | 5,503 | $608K |
| AllSquare Wealth Management LLC | 0.34% | No change | 5,479 | $605K |
| Cutter & CO Brokerage, Inc. | 0.14% | Add +2.4% | 5,467 | $604K |
| Corepath Wealth Partners LLC | 0.59% | Reduce -0.8% | 5,509 | $603K |
| Cambria Investment Management, L.P. | 0.04% | No change | 5,441 | $601K |
| National Bank of Canada | 0.00% | Reduce -83.4% | 5,405 | $597K |
| FC Advisory LLC | 0.20% | Add +3.3% | 5,401 | $597K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -12.9% | 5,389 | $595K |
| EFG Asset Management (Americas) Corp. | 0.12% | No change | 5,387 | $595K |
| Diversify Wealth Management, LLC | 0.06% | Reduce -22.0% | 5,481 | $594K |
| Regions Financial Corp. | 0.00% | Reduce -3.5% | 5,379 | $594K |
| Benjamin Edwards Inc. | 0.01% | New | 5,365 | $593K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +41.9% | 5,232 | $578K |
| Castleview Partners, LLC | 0.33% | Reduce -6.2% | 5,223 | $577K |
| Baldwin Investment Management, LLC | 0.07% | No change | 5,200 | $574K |
| Hardin Capital Partners, LLC | 0.32% | Reduce -0.4% | 5,223 | $572K |
| HB Wealth Management, LLC | 0.01% | Add +12.2% | 5,126 | $566K |
| Wealth Quarterback LLC | 0.29% | Reduce -1.2% | 5,113 | $565K |
| RS Crum Inc. | 0.13% | Add +0.6% | 4,990 | $551K |
| Signet Financial Management, LLC | 0.07% | Add +5.8% | 4,969 | $549K |
| Consolidated Portfolio Review Corp | 0.12% | Add +5.3% | 4,967 | $549K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -3.4% | 4,894 | $541K |
| McAdam, LLC | 0.03% | Reduce -15.3% | 4,892 | $540K |
| First National Trust Co | 0.02% | Add +12.3% | 4,865 | $537K |
| Faithward Advisors, LLC | 0.09% | Reduce -13.8% | 4,857 | $537K |
| Councilor Wealth, LLC | 0.26% | Reduce -1.4% | 4,836 | $534K |
| J. W. Coons Advisors, LLC | 0.10% | No change | 4,785 | $529K |
| PFG Advisors | 0.03% | Reduce -0.3% | 4,779 | $528K |
| Bar Harbor Wealth Management | 0.03% | Reduce -4.4% | 4,759 | $526K |
| Tranquilli Financial Advisor LLC | 0.32% | Add +0.0% | 4,663 | $515K |
| Diversify Advisory Services, LLC | 0.03% | Reduce -33.0% | 4,738 | $515K |
| Ballentine Partners, LLC | 0.01% | Reduce -46.0% | 4,647 | $513K |
| Alliancebernstein L.P. | 0.00% | Reduce -81.6% | 4,645 | $513K |
| Alhambra Investment Management LLC | 0.27% | Reduce -6.1% | 4,644 | $513K |
| Ieq Capital, LLC | 0.01% | Add +0.6% | 4,616 | $510K |
| Chesley Taft & Associates LLC | 0.02% | No change | 4,559 | $504K |
| Journey Advisory Group, LLC | 0.06% | No change | 4,712 | $503K |
| Divergent Wealth Advisors | 0.09% | Add +0.1% | 4,549 | $502K |
| Oder Investment Management, LLC | 0.43% | No change | 4,492 | $496K |
| Upper Left Wealth Management, LLC | 0.43% | Reduce -32.7% | 4,542 | $494K |
| Syntax Research, Inc. | 0.33% | Add +0.6% | 4,453 | $492K |
| Hardy Reed LLC | 0.04% | No change | 4,406 | $487K |
| Jeppson Wealth Management, LLC | 0.17% | Add +0.6% | 4,366 | $482K |
| Clearstead Advisors, LLC | 0.01% | Reduce -2.4% | 4,359 | $482K |
| HCR Wealth Advisors | 0.06% | No change | 4,345 | $480K |
| White Pine Capital LLC | 0.16% | Reduce -27.9% | 4,307 | $476K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -92.7% | 4,301 | $475K |
| Fiera Capital Corp | 0.00% | Reduce -6.8% | 4,293 | $474K |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -36.4% | 4,290 | $474K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -0.4% | 4,262 | $471K |
| Middleton & Co. Inc. | 0.05% | Reduce -3.4% | 4,244 | $469K |
| SageView Advisory Group, LLC | 0.02% | New | 4,243 | $469K |
| Invesco Ltd. | 0.00% | Reduce -2.9% | 4,227 | $467K |
| Private Trust Co. NA | 0.05% | Reduce -9.1% | 4,224 | $467K |
| Moors & Cabot, Inc. | 0.02% | Reduce -10.3% | 4,194 | $463K |
| Auour Investments LLC | 0.16% | Reduce -1.3% | 4,261 | $461K |
| Houlihan Financial Resource Group, Ltd. | 0.19% | New | 4,172 | $461K |
| Pekin Hardy Strauss, Inc. | 0.06% | Reduce -6.3% | 4,121 | $455K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +17.3% | 4,102 | $453K |
| Horst & Graben Wealth Management LLC | 0.08% | Reduce -75.8% | 4,101 | $453K |
| Gibbs Wealth Management | 0.15% | Reduce -0.2% | 4,096 | $452K |
| Valmark Advisers, Inc. | 0.01% | Add +15.5% | 4,082 | $451K |
| Market Street Wealth Management Advisors LLC | 0.07% | No change | 4,007 | $443K |
| Tru Independence Asset Management 2, LLC | 0.37% | — | 4,000 | $442K |
| Mattern Wealth Management LLC | 0.10% | Reduce -1.2% | 4,000 | $442K |
| Headinvest, LLC | 0.08% | Reduce -16.4% | 3,999 | $442K |
| Flaharty Asset Management, LLC | 0.06% | No change | 3,996 | $441K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -93.5% | 3,992 | $441K |
| Capital Wealth Alliance, LLC | 0.26% | Add +0.9% | 3,981 | $440K |
| Stokes Family Office, LLC | 0.05% | Reduce -87.5% | 3,953 | $437K |
| NorthLanding Financial Partners, LLC | 0.43% | Reduce -5.1% | 3,947 | $436K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -1.3% | 3,921 | $433K |
| Capital Analysts, LLC | 0.02% | Reduce -29.2% | 3,895 | $430K |
| Pinnacle Financial Group, LLC / IL | 0.17% | Reduce -14.3% | 3,833 | $423K |
| JMG Financial Group, Ltd. | 0.01% | Add +17.1% | 3,822 | $422K |
| WFA of San Diego, LLC | 0.36% | No change | 3,819 | $422K |
| Clarity Financial LLC | 0.05% | Reduce -0.2% | 3,819 | $422K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -0.9% | 3,810 | $421K |
| Financial Counselors Inc. | 0.01% | Reduce -9.7% | 3,783 | $418K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -5.2% | 3,783 | $418K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.3% | 3,773 | $417K |
| Prudent Man Advisors, LLC | 0.14% | No change | 3,725 | $412K |
| Silverlake Wealth Management LLC | 0.16% | Reduce -7.4% | 3,704 | $409K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -3.4% | 3,685 | $407K |
| Evanson Asset Management, LLC | 0.03% | Add +0.2% | 3,667 | $405K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -26.5% | 3,665 | $405K |
| Arkadios Wealth Advisors | 0.02% | Add +0.1% | 3,652 | $403K |
| International Assets Investment Management, LLC | 0.03% | Reduce -2.7% | 3,639 | $402K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.1% | 3,701 | $401K |
| ABLE Financial Group, LLC | 0.12% | New | 3,597 | $397K |
| Prentiss Smith & Co. Inc. | 0.25% | Reduce -1.7% | 3,572 | $395K |
| Citizens & Northern Corp. | 0.12% | No change | 3,544 | $392K |
| Old Port Advisors | 0.11% | Reduce -3.6% | 3,541 | $391K |
| Scissortail Wealth Management, LLC | 0.09% | Reduce -99.8% | 15 | $391K |
| Napatree Capital LLC | 0.27% | Add +16.2% | 3,536 | $391K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Add +0.1% | 3,528 | $390K |
| Country Club Bank | 0.03% | Add +0.1% | 3,519 | $389K |
| Garrett Wealth Advisory Group, LLC | 0.10% | Add +11.7% | 3,520 | $389K |
| Ghe, LLC | 0.14% | Reduce -1.7% | 3,412 | $384K |
| First United Bank & Trust | 0.14% | Add +3.2% | 3,458 | $382K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -12.9% | 3,458 | $382K |
| Cascade Financial Partners, LLC | 0.05% | No change | 3,491 | $380K |
| Creative Financial Designs Inc. | 0.03% | Add +9.1% | 3,433 | $379K |
| Shared Vision Wealth Group LLC | 0.20% | Reduce -64.9% | 3,427 | $379K |
| American Trust | 0.03% | Reduce -7.6% | 3,411 | $377K |
| King Wealth Management Group | 0.06% | Reduce -7.5% | 3,401 | $376K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -35.5% | 3,370 | $372K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -27.0% | 3,362 | $371K |
| International Private Wealth Advisors LLC | 0.54% | No change | 3,330 | $368K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 3,296 | $364K |
| Fortitude Advisory Group L.L.C. | 0.23% | Reduce -2.9% | 3,250 | $359K |
| Westmount Partners, LLC | 0.11% | No change | 3,240 | $358K |
| RDA Financial Network | 0.11% | Reduce -12.1% | 3,239 | $358K |
| Hanson & Doremus Investment Management | 0.06% | Reduce -1.4% | 3,190 | $352K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.6% | 3,169 | $350K |
| City Holding Co. | 0.05% | Reduce -50.7% | 3,156 | $349K |
| Simplicity Wealth,LLC | 0.03% | Reduce -86.7% | 3,148 | $348K |
| Capasso Planning Partners LLC | 0.10% | New | 3,144 | $347K |
| Regal Investment Advisors LLC | 0.02% | Reduce -43.7% | 3,101 | $342K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +9.9% | 3,086 | $341K |
| NBT Bank, N.A. | 0.02% | Reduce -93.0% | 3,072 | $339K |
| Apeiron RIA LLC | 0.10% | Reduce -23.0% | 3,072 | $339K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -74.3% | 3,064 | $338K |
| Thompson Siegel & Walmsley LLC | 0.01% | New | 3,056 | $338K |
| Silvia McColl Wealth Management, LLC | 0.25% | No change | 3,055 | $337K |
| TSA Wealth Managment LLC | 0.14% | Reduce -85.6% | 3,045 | $336K |
| Keystone Financial Group | 0.04% | New | 3,044 | $336K |
| Pacific Capital Wealth Advisors, Inc. | 0.06% | Reduce -8.1% | 3,038 | $336K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -11.9% | 3,031 | $335K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | New | 3,031 | $335K |
| Windsor Capital Management, LLC | 0.10% | Reduce -18.1% | 3,017 | $333K |
| Optivise Advisory Services LLC | 0.17% | Reduce -0.0% | 3,008 | $332K |
| Parsons Capital Management Inc. | 0.02% | Reduce -34.6% | 2,976 | $329K |
| Regimen Wealth, LLC | 0.11% | New | 2,968 | $328K |
| ProVise Management Group, LLC | 0.03% | Reduce -29.7% | 2,967 | $328K |
| Walker Asset Management, LLC | 0.20% | Reduce -36.1% | 2,963 | $327K |
| Park Edge Advisors, LLC | 0.09% | Reduce -13.3% | 2,939 | $325K |
| UMB Bank, n.a. | 0.01% | No change | 2,931 | $324K |
| Janney Capital Management LLC | 0.02% | Reduce -0.2% | 2,927 | $323K |
| Rosenberg Matthew Hamilton | 0.08% | Reduce -50.5% | 2,913 | $322K |
| Old Mission Capital LLC | 0.01% | New | 2,903 | $321K |
| Matrix Trust Co | 0.06% | Add +124.3% | 2,887 | $319K |
| Lynx Investment Advisory | 0.23% | Add +0.1% | 2,883 | $318K |
| Baker Avenue Asset Management, LP | 0.01% | Add +10.5% | 2,845 | $314K |
| PCA Investment Advisory Services Inc. | 0.15% | No change | 2,844 | $314K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,820 | $312K |
| Investment Advisory Group, LLC | 0.11% | No change | 2,816 | $311K |
| Stonegate Investment Group, LLC | 0.01% | No change | 2,801 | $309K |
| Wambolt & Associates, LLC | 0.08% | Reduce -19.0% | 2,784 | $308K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -2.0% | 2,787 | $308K |
| Austin Asset Management Co Inc | 0.06% | No change | 2,787 | $308K |
| Successful Portfolios LLC | 0.21% | Reduce -0.8% | 2,786 | $308K |
| ORG Partners LLC | 0.05% | Reduce -13.1% | 2,768 | $307K |
| NWF Advisory Services Inc. | 0.04% | No change | 2,777 | $307K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 2,774 | $306K |
| Family Investment Center, Inc. | 0.08% | Reduce -1.0% | 2,759 | $305K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -13.9% | 2,748 | $304K |
| Alan B Lancz & Associates, Inc. | 0.28% | No change | 2,725 | $301K |
| Paragon Capital Management Ltd | 0.06% | No change | 2,716 | $300K |
| 4Thought Financial Group Inc. | 0.18% | Reduce -54.6% | 2,698 | $298K |
| S.A. Mason LLC | 0.16% | Reduce -27.5% | 2,691 | $297K |
| Institute for Wealth Management, LLC. | 0.04% | Reduce -0.8% | 2,690 | $297K |
| Burns J W & Co. Inc. | 0.04% | Reduce -15.7% | 2,681 | $296K |
| Berger Financial Group, Inc | 0.02% | Add +0.1% | 2,657 | $294K |
| Mainstay Capital Management LLC | 0.05% | No change | 2,637 | $291K |
| TBH Global Asset Management, LLC | 0.06% | Reduce -1.9% | 2,621 | $290K |
| Plancorp, LLC | 0.01% | Reduce -22.5% | 2,593 | $286K |
| New Covenant Trust Company, N.A. | 0.28% | No change | 2,587 | $286K |
| Brown Advisory Inc. | 0.00% | New | 2,586 | $286K |
| Wellington Shields & Co., LLC | 0.09% | Reduce -25.7% | 2,567 | $284K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.3% | 2,562 | $283K |
| Continuum Advisory, LLC | 0.04% | Add +8.7% | 2,634 | $283K |
| LexAurum Advisors, LLC | 0.06% | Reduce -36.4% | 2,534 | $280K |
| Point72 Asset Management | 0.00% | New | 2,526 | $279K |
| Camelot Technology Advisors, Inc. | 0.25% | Reduce -31.2% | 2,524 | $279K |
| AlTi Global, Inc. | 0.01% | Reduce -1.0% | 2,507 | $277K |
| Optimum Investment Advisors | 0.12% | Add +1.1% | 2,504 | $277K |
| MKT Advisors LLC | 0.13% | Reduce -1.5% | 2,500 | $277K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -53.9% | 2,434 | $269K |
| Coppell Advisory Solutions LLC | 0.04% | Add +0.5% | 2,432 | $269K |
| Argent Trust Co | 0.01% | Reduce -0.5% | 2,414 | $267K |
| LaSalle St. Investment Advisors, LLC | 0.10% | Reduce -0.5% | 2,394 | $264K |
| Legacy PCG, LLC | 0.19% | Reduce -15.9% | 2,383 | $263K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -4.5% | 2,380 | $263K |
| Orcam Financial Group | 0.25% | Add +0.2% | 2,356 | $260K |
| Greenspring Advisors, LLC | 0.06% | No change | 2,346 | $259K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -21.6% | 2,334 | $258K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -30.7% | 2,325 | $257K |
| Strategic Point Investment Advisors, LLC | 0.04% | No change | 2,320 | $256K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -1.0% | 2,314 | $256K |
| Private Portfolio Partners LLC | 0.05% | New | 2,312 | $255K |
| Quadrant Private Wealth Management, LLC | 0.06% | New | 2,311 | $255K |
| Whalen Wealth Management Inc. | 0.18% | Add +2.5% | 2,306 | $255K |
| Walkner Condon Financial Advisors LLC | 0.05% | Reduce -0.1% | 2,304 | $255K |
| Tyler-Stone Wealth Management | 0.05% | Add +95.8% | 2,303 | $254K |
| West Paces Advisors Inc. | 0.06% | Reduce -6.3% | 2,300 | $254K |
| Ritholtz Wealth Management | 0.01% | Add +1.9% | 2,299 | $254K |
| Scotia Capital Inc. | 0.00% | Reduce -37.8% | 2,293 | $253K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -10.9% | 2,284 | $252K |
| Journey Strategic Wealth LLC | 0.01% | Add +2.1% | 2,283 | $252K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -6.3% | 2,280 | $252K |
| TD Capital Management LLC | 0.03% | Add +2.1% | 2,279 | $252K |
| Aletheian Wealth Advisors LLC | 0.15% | Reduce -12.1% | 2,277 | $251K |
| Mechanics Bank Trust Department | 0.03% | Reduce -75.4% | 2,275 | $251K |
| All Terrain Financial Advisors, LLC | 0.10% | Reduce -7.6% | 2,254 | $249K |
| Mosaic Family Wealth Partners, LLC | 0.04% | Add +0.1% | 2,248 | $248K |
| Rodgers Brothers Inc. | 0.03% | No change | 2,243 | $248K |
| Destination Wealth Management | 0.01% | No change | 2,238 | $247K |
| SPC Financial, Inc. | 0.02% | Reduce -20.8% | 2,237 | $247K |
| WealthShield Partners, LLC | 0.03% | Reduce -68.9% | 2,229 | $246K |
| One Charles Private Wealth Services, LLC | 0.09% | Reduce -5.2% | 2,222 | $245K |
| Cape Cod Five Cents Savings Bank | 0.02% | Reduce -10.1% | 2,221 | $245K |
| North Star Investment Management Corp. | 0.02% | Reduce -2.3% | 2,216 | $245K |
| Klingman & Associates, LLC | 0.01% | Add +7.6% | 2,196 | $243K |
| Boston Family Office LLC | 0.02% | Add +1.1% | 2,188 | $242K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.6% | 2,183 | $241K |
| Angeles Wealth Management, LLC | 0.02% | No change | 2,183 | $241K |
| WealthBridge Capital Management, LLC | 0.07% | Reduce -18.5% | 2,180 | $241K |
| Jackson Hole Capital Partners, LLC | 0.05% | Reduce -24.2% | 2,164 | $239K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -12.9% | 2,163 | $239K |
| Goodwin Investment Advisory | 0.10% | Reduce -7.5% | 2,152 | $238K |
| Davidson Trust Co. | 0.12% | No change | 2,150 | $238K |
| Cottonwood Capital Advisors, LLC | 0.17% | Reduce -20.1% | 2,141 | $237K |
| Goldstone Financial Group, LLC | 0.04% | Reduce -6.4% | 2,130 | $235K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 2,119 | $234K |
| Vawter Financial, Ltd. | 0.14% | Reduce -9.1% | 2,119 | $234K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -4.2% | 2,113 | $233K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 2,100 | $232K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +0.4% | 2,080 | $230K |
| Todd Asset Management LLC | 0.01% | No change | 2,060 | $228K |
| Melfa Wealth Management, Inc. | 0.15% | No change | 2,056 | $227K |
| Acorn Wealth Advisors, LLC | 0.10% | Reduce -0.6% | 2,048 | $226K |
| Accel Wealth Management | 0.08% | Reduce -32.1% | 2,045 | $226K |
| Colony Family Offices, LLC | 0.07% | Add +7.0% | 2,039 | $225K |
| Webster Bank, N. A. | 0.02% | No change | 2,032 | $224K |
| Fairfield, Bush & Co. | 0.13% | No change | 2,030 | $224K |
| Beacon Financial Group | 0.02% | Reduce -85.1% | 2,027 | $224K |
| Vantage Financial Partners, LLC | 0.06% | Add +6.3% | 2,010 | $222K |
| Empower Advisory Group, LLC | 0.00% | Reduce -75.8% | 2,000 | $221K |
| Nvwm, LLC | 0.06% | No change | 2,000 | $221K |
| Northstar Asset Management Inc. | 0.05% | No change | 2,000 | $221K |
| Mather Group, Llc. | 0.00% | Reduce -57.6% | 1,987 | $220K |
| Principle Wealth Partners LLC | 0.02% | No change | 1,978 | $219K |
| Proficio Capital Partners LLC | 0.02% | No change | 1,970 | $218K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 1,960 | $217K |
| Ridgecrest Wealth Partners, LLC | 0.11% | No change | 1,950 | $215K |
| AlphaMark Advisors, LLC | 0.07% | No change | 1,950 | $215K |
| Buckhead Capital Management LLC | 0.07% | No change | 1,938 | $214K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.6% | 1,937 | $214K |
| Spectrum Wealth Counsel, LLC | 0.03% | Reduce -62.1% | 1,928 | $213K |
| DAVENPORT & Co LLC | 0.00% | Reduce -57.3% | 1,906 | $211K |
| W.H. Cornerstone Investments Inc. | 0.14% | Reduce -52.1% | 1,901 | $210K |
| Merit Financial Group, LLC | 0.00% | Reduce -84.2% | 1,901 | $210K |
| Naples Global Advisors, LLC | 0.02% | No change | 1,900 | $210K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,900 | $210K |
| Coastline Trust Co | 0.02% | New | 1,898 | $210K |
| Wealth Advisory Solutions, LLC | 0.06% | Reduce -0.9% | 1,893 | $209K |
| Powell Investment Advisors, LLC | 0.10% | No change | 1,890 | $209K |
| Certified Advisory Corp | 0.02% | New | 1,888 | $209K |
| Choate Investment Advisors | 0.01% | No change | 1,880 | $208K |
| New Century Financial Group, LLC | 0.08% | Reduce -22.1% | 1,869 | $206K |
| Black Diamond Financial, LLC | 0.03% | New | 1,858 | $205K |
| Viewpoint Capital Management LLC | 0.11% | No change | 1,850 | $204K |
| Pinnacle Holdings, LLC | 0.09% | No change | 1,841 | $203K |
| ARS Wealth Advisors Group, LLC | 0.02% | New | 1,829 | $202K |
| Axxcess Wealth Management, LLC | 0.01% | New | 1,820 | $201K |
| Disciplined Investments, LLC | 0.10% | Reduce -6.0% | 1,815 | $201K |
| Citizens Financial Group Inc. | 0.00% | Reduce -15.8% | 1,815 | $201K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,800,000 | $199K |
| Red Tortoise LLC | 0.10% | Add +0.5% | 1,794 | $198K |
| Kings Path Partners LLC | 0.08% | Reduce -4.5% | 1,776 | $196K |
| TCTC Holdings, LLC | 0.01% | No change | 1,670 | $184K |
| Icon Wealth Advisors, LLC | 0.02% | Reduce -82.9% | 1,637 | $181K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 1,610 | $178K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -17.8% | 1,581 | $174K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -26.6% | 1,555 | $172K |
| Centaurus Financial, Inc. | 0.01% | New | 1,530 | $169K |
| Vermillion & White Wealth Management Group, LLC | 0.12% | Add +14.8% | 1,457 | $161K |
| Ashton Thomas Securities, LLC | 0.03% | Reduce -50.5% | 1,433 | $158K |
| Tidemark, LLC | 0.06% | Add +0.1% | 1,431 | $158K |
| BOK Financial Private Wealth, Inc. | 0.01% | Add +1743.2% | 1,364 | $151K |
| Aspect Partners, LLC | 0.08% | No change | 1,355 | $150K |
| Armstrong Advisory Group, Inc. | 0.01% | Add +4.6% | 1,328 | $147K |
| C M Bidwell & Associates Ltd. | 0.09% | Add +0.1% | 1,292 | $143K |
| Archer Investment Corp | 0.04% | No change | 1,269 | $140K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -64.0% | 1,257 | $139K |
| Westside Investment Management, Inc. | 0.03% | Reduce -7.5% | 1,236 | $136K |
| Barrett & Company, Inc. | 0.06% | Reduce -9.5% | 1,224 | $135K |
| Tsfg, LLC | 0.03% | Add +8.3% | 1,212 | $134K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,085 | $120K |
| SG Americas Securities, LLC | 0.00% | Reduce -99.7% | 1,064 | $118K |
| Ballast Advisors LLC | 0.04% | Reduce -22.0% | 1,063 | $117K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -1.4% | 1,022 | $113K |
| Hills Bank & Trust Co | 0.01% | No change | 1,015 | $112K |
| Robinswood Financial LLC | 0.04% | Add +0.1% | 1,003 | $111K |
| Compass Wealth Management LLC | 0.02% | No change | 950 | $105K |
| Crewe Advisors LLC | 0.01% | No change | 928 | $103K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -35.6% | 924 | $102K |
| Hemington Wealth Management | 0.03% | New | 917 | $99K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -0.5% | 893 | $99K |
| Lanark Financial, Inc. | 0.01% | Reduce -62.7% | 891 | $98K |
| NorthRock Partners, LLC | 0.00% | Reduce -55.7% | 864 | $95K |
| Founders Capital Management | 0.06% | No change | 843 | $93K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -3.3% | 834 | $92K |
| Beacon Capital Management, LLC | 0.01% | Add +10.6% | 833 | $92K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -90.5% | 800 | $87K |
| ESL Trust Services, LLC | 0.02% | Reduce -30.7% | 775 | $86K |
| Founders Financial Alliance, LLC | 0.02% | Reduce -43.5% | 709 | $78K |
| Key Financial Inc | 0.02% | Reduce -31.3% | 691 | $76K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +0.3% | 690 | $76K |
| Front Row Advisors LLC | 0.03% | Reduce -16.3% | 674 | $74K |
| Howe & Rusling Inc. | 0.01% | Add +0.6% | 665 | $73K |
| Breakwater Investment Management | 0.03% | No change | 654 | $72K |
| Transcendent Capital Group LLC | 0.03% | No change | 608 | $67K |
| Raffa Wealth Management, LLC | 0.02% | Add +0.7% | 597 | $66K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 573 | $63K |
| Register Financial Advisors LLC | 0.03% | No change | 565 | $62K |
| Templeton & Phillips Capital Management, LLC | 0.05% | No change | 561 | $62K |
| Dogwood Wealth Management LLC | 0.04% | Add +0.5% | 555 | $61K |
| Sound Income Strategies, LLC | 0.00% | Add +125.7% | 535 | $59K |
| Ransom Advisory, Ltd | 0.03% | Add +0.6% | 533 | $59K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 516 | $57K |
| Heck Capital Advisors, LLC | 0.01% | Reduce -39.4% | 515 | $57K |
| Private Capital Management LLC | 0.01% | Add +0.4% | 513 | $57K |
| Clean Yield Group | 0.02% | No change | 500 | $55K |
| Oarsman Capital, Inc. | 0.01% | New | 500 | $55K |
| Bfsg, LLC | 0.01% | Reduce -0.4% | 489 | $54K |
| Anchor Investment Management, LLC | 0.01% | No change | 484 | $53K |
| Raleigh Capital Management Inc. | 0.02% | Reduce -18.5% | 472 | $52K |
| Stone House Investment Management, LLC | 0.01% | Reduce -90.4% | 471 | $52K |
| Realta Investment Advisors | 0.02% | Reduce -90.6% | 471 | $52K |
| Financial Gravity Companies, Inc. | 0.01% | — | 465 | $51K |
| West Financial Advisors, LLC | 0.01% | Reduce -99.5% | 453 | $50K |
| Element Wealth, LLC | 0.03% | Reduce -6.9% | 446 | $49K |
| Rothschild Investment LLC | 0.00% | No change | 444 | $49K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -28.1% | 442 | $49K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -85.6% | 449 | $49K |
| Godsey & Gibb, Inc. | 0.00% | No change | 434 | $48K |
| GeoWealth Management, LLC | 0.00% | Reduce -96.1% | 415 | $46K |
| Banque Cantonale Vaudoise | 0.00% | No change | 410 | $45K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +102.0% | 404 | $45K |
| WR Wealth Planners, LLC | 0.01% | Reduce -9.9% | 389 | $43K |
| Northwest Financial Advisors | 0.03% | New | 387 | $43K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 384 | $42K |
| Concord Wealth Partners | 0.01% | Reduce -6.6% | 383 | $42K |
| Hobbs Group Advisors, LLC | 0.01% | No change | 373 | $41K |
| Y.D. More Investments Ltd | 0.00% | No change | 370 | $41K |
| Hall Laurie J Trustee | 0.01% | No change | 365 | $40K |
| Quadrant Capital Group LLC | 0.00% | No change | 362 | $40K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 352 | $39K |
| Eastern Bank | 0.00% | New | 333 | $37K |
| Hilltop National Bank | 0.01% | No change | 331 | $37K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -36.2% | 331 | $37K |
| Wintrust Investments LLC | 0.03% | Reduce -92.0% | 332 | $36K |
| Bessemer Group Inc. | 0.00% | No change | 332 | $36K |
| Rise Advisors, LLC | 0.02% | Add +0.3% | 319 | $35K |
| CENTRAL TRUST Co | 0.00% | Reduce -86.0% | 306 | $34K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 298 | $33K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +4.3% | 292 | $32K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 259 | $29K |
| HBC Financial Services, PLLC | 0.02% | Add +89.9% | 262 | $28K |
| William B. Walkup & Associates, Inc. | 0.02% | No change | 244 | $27K |
| Armor Investment Advisors, LLC | 0.01% | No change | 239 | $26K |
| Bangor Savings Bank | 0.00% | Reduce -24.5% | 237 | $26K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 235 | $26K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -70.2% | 234 | $26K |
| Main Street Group, LTD | 0.01% | Reduce -0.4% | 225 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 224 | $25K |
| Criterion Capital Advisors, LLC | 0.01% | No change | 218 | $23K |
| Advantage Trust Co | 0.02% | No change | 205 | $23K |
| Global Trust Asset Management, LLC | 0.01% | No change | 203 | $22K |
| Earned Wealth Advisors, LLC | 0.01% | New | 202 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 200 | $22K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 197 | $22K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -30.1% | 197 | $22K |
| Tucker Asset Management LLC | 0.00% | Reduce -36.0% | 190 | $21K |
| Gould Capital, LLC | 0.01% | No change | 189 | $21K |
| Friedenthal Financial | 0.01% | No change | 187 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 184 | $20K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 182 | $20K |
| Fortis Group Advisors, LLC | 0.00% | No change | 174 | $19K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 171 | $19K |
| Bare Financial Services, Inc | 0.01% | No change | 158 | $17K |
| Abich Financial Wealth Management LLC | 0.04% | Reduce -82.0% | 157 | $17K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -88.5% | 154 | $17K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -22.6% | 158 | $17K |
| LGT Financial Advisors LLC | 0.04% | Add +0.7% | 153 | $17K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 152 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 151 | $17K |
| FSA Wealth Management LLC | 0.01% | — | 143 | $16K |
| Mfa Wealth Advisors, LLC | 0.00% | No change | 140 | $15K |
| Glassman Wealth Services | 0.00% | No change | 137 | $15K |
| Gilliland Jeter Wealth Management LLC | 0.00% | Reduce -71.7% | 130 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 125 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 115 | $13K |
| Brown Brothers Harriman & Co. | 0.00% | New | 111 | $12K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +46.0% | 111 | $12K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | New | 107 | $12K |
| Reston Wealth Management LLC | 0.00% | New | 100 | $11K |
| Independence Bank of Kentucky | 0.00% | Reduce -42.9% | 100 | $11K |
| Motco | 0.00% | New | 100 | $11K |
| HM Payson & Co. | 0.00% | Reduce -50.0% | 100 | $11K |
| MTM Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 92 | $10K |
| Avion Wealth | 0.00% | No change | 93 | $10K |
| CNB Bank | 0.00% | No change | 90 | $10K |
| Country Trust Bank | 0.00% | No change | 89 | $10K |
| IAG Wealth Partners, LLC | 0.00% | No change | 81 | $9K |
| Summer Road LLC | 0.01% | Add +1.2% | 82 | $9K |
| Grey Ledge Advisors, LLC | 0.00% | New | 76 | $8K |
| Integrity Financial Corp | 0.00% | No change | 76 | $8K |
| Olistico Wealth, LLC | 0.01% | No change | 75 | $8K |
| Cubist Systematic Strategies, LLC | 0.00% | New | 69 | $8K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -76.0% | 58 | $6K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 55 | $6K |
| Ascentis Independent Advisors | 0.00% | New | 55 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 55 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 56 | $6K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 49 | $5K |
| Bank of New Hampshire | 0.00% | No change | 46 | $5K |
| Caitlin John, LLC | 0.00% | No change | 45 | $5K |
| Truvestments Capital LLC | 0.00% | New | 40 | $4K |
| Creekmur Asset Management LLC | 0.00% | Reduce -68.6% | 38 | $4K |
| Financial Perspectives, Inc | 0.00% | No change | 36 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 36 | $4K |
| Bellevue Asset Management, LLC | 0.00% | No change | 80 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 30 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 28 | $3K |
| Investors Research Corp | 0.00% | No change | 28 | $3K |
| St. Johns Investment Management Company, LLC | 0.00% | New | 23 | $3K |
| Oakworth Capital, Inc. | 0.00% | No change | 22 | $2K |
| Whittier Trust Co. | 0.00% | Reduce -99.2% | 20 | $2K |
| Darwin Wealth Management, LLC | 0.00% | New | 19 | $2K |
| Pin Oak Investment Advisors Inc. | 0.00% | No change | 25 | $2K |
| Granite Investment Partners, LLC | 0.00% | No change | 18 | $2K |
| REAP Financial Group, LLC | 0.00% | Reduce -5.6% | 17 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 14 | $2K |
| Eukles Asset Management | 0.00% | No change | 11 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -90.0% | 10 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -83.0% | 10 | $1K |
| Valley National Advisers Inc. | 0.00% | Reduce -32.0% | 17 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 9 | $994 |
| Stephens Consulting, LLC | 0.00% | No change | 8 | $884 |
| Princeton Global Asset Management LLC | 0.00% | No change | 7 | $773 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 7 | $754 |
| Macroview Investment Management LLC | 0.00% | No change | 6 | $647 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 3 | $332 |
| PayPay Securities Corp | 0.01% | Reduce -85.7% | 1 | $110 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $99 |
"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.