iShares Tips Bond ETFTIPETF
13F holders, Q1 2025 (March 31)1,003holders −13
69new positions
74sold out
4famous investors
$110.84avg. 13F price*
At the end of Q1 2025, 1,003 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, down 13 from Q4 2024. 69 opened new positions and 74 sold out. The largest holders were Bank of America Corp. ($1.3B), FMR LLC ($1.1B) and Morgan Stanley ($436.1M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Tips Bond ETF
- CUSIP
- 464287176
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $296.5M |
| Exits | 74 | $86.9M |
All 13F filers, Q4 2024 → Q1 2025: 12,505,944 shares bought and 12,328,993 shares sold, net +176,951 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,003 holders
| Bank of America Corp. | 0.12% | Reduce -0.3% | 11,683,960 | $1.3B |
| FMR LLC | 0.07% | Add +29.5% | 10,013,171 | $1.1B |
| Morgan Stanley | 0.03% | Reduce -3.2% | 3,925,629 | $436.1M |
| FIL Ltd | 0.26% | Add +159.3% | 2,455,025 | $272.7M |
| Envestnet Asset Management Inc. | 0.08% | Add +7.0% | 2,161,741 | $240.1M |
| BlackRock, Inc. | 0.01% | Reduce -72.5% | 2,129,146 | $236.5M |
| UBS Group AG | 0.04% | Add +6.3% | 1,636,353 | $181.8M |
| Sumitomo Life Insurance Co. | 6.39% | Add +10.0% | 1,607,733 | $178.6M |
| 3EDGE Asset Management, LP | 11.80% | Add +96.5% | 1,561,824 | $173.4M |
| Assetmark, Inc. | 0.38% | Reduce -13.7% | 1,253,872 | $139.3M |
| LPL Financial LLC | 0.05% | Add +3.2% | 1,138,764 | $126.5M |
| Evoke Wealth, LLC | 3.18% | Reduce -0.4% | 1,097,031 | $121.9M |
| Wells Fargo & Company | 0.03% | Add +9.3% | 1,084,871 | $120.5M |
| Man Group plc | 0.37% | Add +688.4% | 1,076,578 | $119.6M |
| Partners Capital Investment Group, LLP | 1.92% | Add +80.5% | 1,023,999 | $113.8M |
| Ameriprise Financial Inc. | 0.03% | Add +45.0% | 971,032 | $108.4M |
| JPMorgan Chase & Co. | 0.01% | Add +51.8% | 939,387 | $104.4M |
| CI Investments Inc. | 0.40% | Reduce -6.0% | 852,000 | $94.6M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.30% | Reduce -7.5% | 826,301 | $91.8M |
| WealthNavi Inc. | 0.99% | Reduce -5.2% | 797,453 | $88.6M |
| Marshall Wace, LLP | 0.10% | Reduce -18.6% | 688,310 | $76.5M |
| Viewpoint Investment Partners Corp. | 39.23% | Add +71.9% | 653,800 | $72.6M |
| Two Sigma Investments, LP | 0.16% | New | 646,100 | $71.8M |
| Keybank National Association | 0.26% | Add +1.4% | 592,317 | $65.8M |
| Martin & Co. Inc. | 12.66% | New | 590,157 | $65.6M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -6.0% | 563,471 | $62.6M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +106.0% | 507,517 | $56.4M |
| Royal Bank of Canada | 0.01% | Reduce -14.0% | 507,250 | $56.4M |
| Pictet Asset Management Holding SA | 0.06% | Add +14.8% | 491,700 | $54.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +82.1% | 486,984 | $54.1M |
| Money Design Co.,Ltd. | 2.68% | Add +27.0% | 484,389 | $53.8M |
| Baldwin Wealth Partners LLC | 3.57% | Add +6.7% | 458,115 | $50.9M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +8.1% | 436,941 | $48.5M |
| Dynasty Wealth Management, LLC | 0.76% | Add +3.5% | 412,277 | $45.8M |
| Quotient Wealth Partners, LLC | 1.42% | Add +1.6% | 401,066 | $44.6M |
| Raymond James Financial Inc. | 0.02% | Add +13.4% | 394,251 | $43.8M |
| Bank of New York Mellon Corp | 0.01% | Add +2.6% | 376,852 | $41.9M |
| Cetera Investment Advisers | 0.07% | Add +23.6% | 344,996 | $38.3M |
| Commonwealth Equity Services, LLC | 0.05% | Add +0.6% | 341,582 | $37.9M |
| One Capital Management, LLC | 1.27% | Add +2.2% | 339,161 | $37.7M |
| Stifel Financial Corp. | 0.04% | Add +2.2% | 336,767 | $37.4M |
| Arbor Investment Advisors, LLC | 4.68% | Add +4.6% | 308,276 | $34.2M |
| Bank of Nova Scotia | 0.08% | New | 300,000 | $33.3M |
| Osaic Holdings, Inc. | 0.07% | Add +8.0% | 293,329 | $32.6M |
| SG Americas Securities, LLC | 0.11% | Add +6.4% | 291,445 | $32.4M |
| Federation des caisses Desjardins du Quebec | 0.16% | Reduce -1.2% | 288,659 | $32.1M |
| Townsquare Capital LLC | 0.34% | Add +52.5% | 284,439 | $31.6M |
| Dakota Wealth Management | 0.73% | Reduce -2.1% | 282,204 | $31.4M |
| HighTower Advisors, LLC | 0.04% | Add +1.3% | 281,585 | $31.3M |
| Kwmg, LLC | 3.12% | Add +1.8% | 275,653 | $30.6M |
| Rhumbline Advisers | 0.03% | Reduce -5.9% | 271,448 | $30.2M |
| MML Investors Services, LLC | 0.09% | Reduce -7.4% | 253,378 | $28.1M |
| Penserra Capital Management LLC | 0.48% | New | 239,975 | $26.7M |
| Rockefeller Capital Management L.P. | 0.07% | Reduce -12.0% | 239,495 | $26.6M |
| TD Waterhouse Canada Inc. | 0.21% | Add +7.7% | 236,599 | $26.0M |
| GenTrust, LLC | 1.24% | Add +9.9% | 232,756 | $25.9M |
| Susquehanna International Group, LLP | 0.04% | Add +2292.9% | 218,643 | $24.3M |
| Prime Capital Investment Advisors, LLC | 0.28% | Add +57.3% | 217,349 | $24.1M |
| Pacific Life Fund Advisors LLC | 2.50% | Reduce -9.2% | 200,442 | $22.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +24.5% | 178,402 | $19.8M |
| Cypress Capital, LLC | 5.53% | Reduce -2.2% | 172,645 | $19.2M |
| Invst, LLC | 2.57% | New | 169,667 | $18.8M |
| DORVAL Corp | 7.19% | Add +2.6% | 162,060 | $17.9M |
| Strategic Investment Advisors / MI | 1.87% | Add +0.6% | 158,522 | $17.6M |
| Cim, LLC | 2.60% | Add +5.4% | 157,585 | $17.5M |
| Arkansas Financial Group, Inc. | 3.00% | Reduce -15.2% | 160,718 | $17.3M |
| Heartwood Wealth Advisors LLC | 1.93% | Add +5.6% | 152,428 | $16.9M |
| Rock Creek Group LLC | 1.98% | Reduce -89.2% | 298,421 | $16.7M |
| Ethos Financial Group, LLC | 1.49% | No change | 145,520 | $15.5M |
| Pure Financial Advisors, LLC | 0.32% | Reduce -8.6% | 139,267 | $15.5M |
| Turim 21 Investimentos Ltda. | 4.09% | New | 137,151 | $15.2M |
| Lutz Financial Services LLC | 1.24% | Reduce -2.3% | 136,386 | $15.2M |
| RTD Financial Advisors, Inc. | 1.95% | Add +3.4% | 130,562 | $14.5M |
| Truist Financial Corp. | 0.02% | Add +4.5% | 129,720 | $14.4M |
| Mariner, LLC | 0.02% | Add +6.0% | 127,990 | $14.2M |
| Cerity Partners LLC | 0.03% | Add +24.6% | 122,102 | $13.6M |
| Horizon Investments, LLC | 0.37% | Add +23.0% | 113,834 | $12.5M |
| BlueSky Wealth Advisors, LLC | 1.93% | Add +0.8% | 111,827 | $12.4M |
| Cambridge Associates LLC /Ma/ | 0.35% | Add +23.2% | 110,883 | $12.3M |
| Buck Wealth Strategies, LLC | 2.21% | Add +9.0% | 109,616 | $12.2M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -3.0% | 108,503 | $12.1M |
| Twin Focus Capital Partners, LLC | 1.87% | Reduce -1.4% | 108,494 | $12.1M |
| Net Worth Advisory Group | 3.78% | Add +0.7% | 108,134 | $12.0M |
| Independence Financial Advisors, LLC | 4.41% | — | 104,420 | $11.6M |
| Sequent Planning LLC | 4.17% | Add +9.9% | 104,281 | $11.6M |
| Neuberger Berman Group LLC | 0.01% | Reduce -17.9% | 103,933 | $11.5M |
| Fischer Financial Services, Inc. | 3.69% | Add +17.5% | 103,213 | $11.5M |
| Wealth Forward, LLC | 8.15% | Add +0.9% | 103,079 | $11.5M |
| Creative Planning | 0.01% | Add +0.8% | 102,029 | $11.3M |
| Meridian Management Co. | 3.46% | Add +0.6% | 100,700 | $11.2M |
| Insight Wealth Strategies, LLC | 1.50% | Add +17.3% | 100,070 | $11.1M |
| Verger Capital Management LLC | 4.89% | Add +9.2% | 100,043 | $11.1M |
| Capitolis Liquid Global Markets LLC | 0.10% | Add +100.0% | 100,000 | $11.1M |
| Citigroup Inc. | 0.01% | Add +21.5% | 99,008 | $11.0M |
| Corient Private Wealth LP | 0.02% | Add +91.4% | 98,812 | $11.0M |
| Ted Buchan & Co | 5.18% | Add +1.7% | 98,553 | $10.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -2.0% | 97,792 | $10.8M |
| Focus Partners Wealth | 0.03% | Reduce -4.2% | 96,963 | $10.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +2.2% | 95,761 | $10.6M |
| Guggenheim Capital LLC | 0.10% | Reduce -6.4% | 92,657 | $10.3M |
| Bokf, NA | 0.18% | Reduce -1.3% | 90,956 | $10.1M |
| D.A. Davidson & Co. | 0.08% | Add +3.8% | 90,225 | $10.0M |
| Alliance Wealth Advisors, LLC | 2.58% | Add +55.1% | 89,133 | $9.9M |
| Family Firm, Inc. | 2.20% | Reduce -52.6% | 88,717 | $9.9M |
| GWN Securities Inc. | 0.55% | New | 89,972 | $9.8M |
| Equitable Holdings, Inc. | 0.09% | Reduce -20.1% | 87,947 | $9.8M |
| Silver Coast Investments LLC | 3.70% | Reduce -3.2% | 87,724 | $9.7M |
| Shilanski & Associates, Inc. | 3.02% | Add +3.2% | 87,253 | $9.7M |
| Fulton Breakefield Broenniman LLC | 0.70% | Reduce -0.3% | 87,007 | $9.7M |
| First National Bank & Trust Co. of Newtown | 2.02% | Reduce -2.0% | 86,365 | $9.6M |
| Spire Wealth Management | 0.30% | Reduce -2.6% | 83,769 | $9.3M |
| Charles Schwab Trust Co | 0.78% | Add +1.4% | 83,362 | $9.3M |
| Guardian Partners Inc. | 0.96% | Add +17.4% | 84,695 | $9.2M |
| White Pine Investment CO | 2.45% | Add +4.8% | 82,065 | $9.1M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.6% | 79,494 | $8.8M |
| Blair William & Co. | 0.03% | Reduce -0.6% | 78,242 | $8.7M |
| Natixis Advisors, LLC | 0.02% | Reduce -2.4% | 77,891 | $8.7M |
| BNP Paribas Financial Markets | 0.01% | Add +32.1% | 76,234 | $8.5M |
| Rathbones Group PLC | 0.04% | Add +10.7% | 75,732 | $8.4M |
| Frontier Asset Management, LLC | 2.43% | Reduce -1.3% | 75,420 | $8.4M |
| Tiaa Trust, National Association | 0.03% | Reduce -22.1% | 75,369 | $8.4M |
| Asset Management Group, Inc. | 1.54% | Reduce -0.3% | 74,987 | $8.3M |
| First Trust Advisors LP | 0.01% | Add +4.1% | 74,073 | $8.2M |
| Northwest & Ethical Investments L.P. | 0.21% | Reduce -2.8% | 69,837 | $7.8M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -8.6% | 69,755 | $7.7M |
| Easterly Investment Partners LLC | 0.64% | No change | 69,080 | $7.7M |
| Tme Financial, Inc. | 6.61% | Reduce -15.0% | 68,470 | $7.6M |
| Stablepoint Partners, LLC | 1.34% | Add +3.3% | 66,558 | $7.4M |
| One Wealth Map LLC | 4.90% | Reduce -1.1% | 67,916 | $7.4M |
| Camden National Bank | 1.06% | Add +11.8% | 64,223 | $7.1M |
| Ssa Swiss Advisors AG | 3.65% | — | 64,139 | $7.1M |
| Dai-ichi Life Holdings, Inc. | 7.95% | Reduce -5.4% | 64,094 | $7.1M |
| Great Valley Advisor Group, Inc. | 0.15% | Add +11.0% | 63,504 | $7.1M |
| Full Sail Capital, LLC | 0.46% | Reduce -8.4% | 63,385 | $7.0M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -12.3% | 62,529 | $6.9M |
| Global Endowment Management, LP | 0.90% | Add +212.2% | 62,519 | $6.9M |
| HSBC Holdings PLC | 0.00% | Reduce -72.0% | 61,559 | $6.8M |
| Principal Securities, Inc. | 0.15% | Add +0.4% | 63,512 | $6.8M |
| Aveo Capital Partners, LLC | 1.12% | New | 61,735 | $6.8M |
| Schechter Investment Advisors, LLC | 0.56% | Reduce -2.5% | 60,628 | $6.7M |
| Bluefin Capital Management, LLC | 5.53% | — | 60,039 | $6.7M |
| Semmax Financial Advisors Inc. | 1.79% | Add +10.4% | 60,617 | $6.6M |
| Financial & Tax Architects, LLC | 1.63% | Reduce -7.0% | 58,487 | $6.5M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -0.6% | 58,082 | $6.5M |
| Axos Invest Inc. | 4.93% | Reduce -7.3% | 57,321 | $6.4M |
| Stelac Advisory Services LLC | 2.56% | Add +10.2% | 55,943 | $6.2M |
| Fairview Capital Investment Management, LLC | 0.33% | Add +11.7% | 55,382 | $6.2M |
| Horizons Wealth Management | 4.64% | Add +3.1% | 55,317 | $6.1M |
| Hillcrest Wealth Advisors - NY, LLC | 3.04% | Reduce -23.9% | 55,210 | $6.1M |
| Connable Office Inc. | 0.65% | Add +0.5% | 54,713 | $6.1M |
| Parallel Advisors, LLC | 0.14% | Reduce -0.2% | 54,283 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Add +21.1% | 54,144 | $6.0M |
| Mackenzie Financial Corp. | 0.01% | Add +13.2% | 54,000 | $6.0M |
| Rather & Kittrell, Inc. | 1.30% | Reduce -3.1% | 53,864 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -35.2% | 53,684 | $6.0M |
| Avantax Advisory Services, Inc. | 0.04% | Add +8.7% | 53,537 | $5.9M |
| Monument Capital Management | 1.81% | New | 52,993 | $5.9M |
| CoreCap Advisors, LLC | 0.26% | Add +7.2% | 52,700 | $5.9M |
| Sage Capital Advisors,llc | 1.53% | Reduce -0.6% | 52,407 | $5.8M |
| Portside Wealth Group, LLC | 0.95% | Add +71.9% | 52,139 | $5.8M |
| Brightwater Advisory LLC | 4.57% | Reduce -0.1% | 52,028 | $5.8M |
| Curbstone Financial Management Corp | 1.22% | Add +1.4% | 51,954 | $5.8M |
| Crabel Capital Management, LLC | 6.22% | Add +358.5% | 51,830 | $5.8M |
| Cwm, LLC | 0.02% | Add +80.9% | 51,583 | $5.7M |
| Slow Capital, Inc. | 0.77% | Reduce -1.5% | 51,496 | $5.7M |
| Curran Financial Partners, LLC | 1.40% | Add +98.2% | 51,425 | $5.7M |
| Cranbrook Wealth Management, LLC | 1.31% | Reduce -1.3% | 50,634 | $5.6M |
| Sterling Investment Advisors LLC | 3.16% | Add +4.3% | 50,536 | $5.6M |
| First Horizon Advisors, Inc. | 0.16% | Reduce -3.9% | 49,648 | $5.5M |
| Sound Stewardship, LLC | 3.12% | Add +1.7% | 49,247 | $5.5M |
| Insight Wealth Partners, LLC | 3.09% | Add +0.2% | 46,209 | $5.1M |
| Comerica Bank | 0.02% | Reduce -8.0% | 45,369 | $5.0M |
| Composition Wealth, LLC | 0.10% | Reduce -4.5% | 45,140 | $5.0M |
| Migdal Insurance & Financial Holdings Ltd. | 0.07% | Add +4.4% | 44,921 | $5.0M |
| MRWM Advisors, LLC | 3.40% | Reduce -10.3% | 44,055 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Reduce -5.4% | 44,024 | $4.9M |
| Phillips Financial Management, LLC | 0.38% | Reduce -9.5% | 43,982 | $4.9M |
| Marquette Associates, Inc. | 4.87% | New | 43,768 | $4.9M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -95.8% | 43,304 | $4.8M |
| United Services Automobile Association | 0.15% | Add +112.8% | 42,978 | $4.8M |
| Commerce Bank | 0.03% | Add +2.2% | 42,360 | $4.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Add +5.2% | 42,336 | $4.7M |
| Fermata Advisors, LLC | 0.83% | Add +7.1% | 41,071 | $4.6M |
| M&T Bank Corp | 0.02% | Reduce -9.3% | 40,746 | $4.5M |
| Welch & Forbes LLC | 0.06% | Add +37.6% | 40,492 | $4.5M |
| Signature Wealth Management Group | 1.75% | Add +0.0% | 40,334 | $4.5M |
| Arete Wealth Advisors, LLC | 0.33% | Add +49.8% | 39,013 | $4.3M |
| Certior Financial Group, LLC | 3.54% | Add +109.1% | 38,575 | $4.3M |
| Franklin Resources Inc. | 0.00% | Reduce -0.9% | 38,516 | $4.3M |
| US Bancorp \de | 0.01% | Reduce -15.2% | 38,086 | $4.2M |
| Lodestar Private Asset Management LLC | 0.53% | Add +3.7% | 37,939 | $4.2M |
| RFG Advisory, LLC | 0.11% | Add +454.2% | 37,333 | $4.1M |
| Modera Wealth Management, LLC | 0.06% | Reduce -7.5% | 36,825 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 36,651 | $4.1M |
| Money Concepts Capital Corp. | 0.30% | Reduce -0.5% | 36,252 | $4.0M |
| Fortitude Family Office, LLC | 1.43% | Reduce -11.5% | 35,975 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -3.3% | 35,933 | $4.0M |
| IFP Advisors, Inc | 0.12% | Add +10.2% | 35,380 | $3.9M |
| Peak Financial Management, Inc. | 1.16% | Add +2.2% | 34,818 | $3.9M |
| James Investment Research, Inc. | 0.49% | Reduce -3.8% | 34,746 | $3.9M |
| Rothschild Wealth LLC | 1.08% | Add +17.3% | 34,721 | $3.9M |
| Evergreen Capital Management LLC | 0.13% | Add +1.5% | 34,536 | $3.8M |
| Foster & Motley Inc. | 0.24% | Add +1.2% | 34,380 | $3.8M |
| Transamerica Financial Advisors, LLC | 0.38% | Reduce -5.7% | 33,947 | $3.8M |
| Wealth Alliance, LLC | 0.45% | Reduce -1.8% | 33,537 | $3.7M |
| Captrust Financial Advisors | 0.01% | Add +21.5% | 33,320 | $3.7M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.38% | Reduce -5.8% | 33,268 | $3.7M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +0.3% | 33,015 | $3.7M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +0.3% | 33,015 | $3.7M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Add +32.4% | 33,001 | $3.7M |
| Summit Financial, LLC | 0.10% | Reduce -0.1% | 33,001 | $3.7M |
| Cornerstone Financial Group, LLC | 3.30% | Reduce -1.6% | 33,871 | $3.7M |
| Advisor Resource Council | 0.29% | New | 33,547 | $3.6M |
| Adirondack Trust Co. | 1.41% | Reduce -10.5% | 32,592 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -2.5% | 32,190 | $3.6M |
| Waverly Advisors, LLC | 0.04% | Reduce -1.9% | 32,083 | $3.6M |
| Lido Advisors, LLC | 0.02% | Reduce -0.5% | 31,677 | $3.5M |
| OneAscent Financial Services LLC | 0.23% | Add +115.2% | 31,230 | $3.5M |
| Legal & General Group Plc | 0.00% | Reduce -5.0% | 31,263 | $3.5M |
| AMG National Trust Bank | 0.10% | Reduce -5.1% | 31,149 | $3.5M |
| Sykon Capital LLC | 1.30% | New | 30,922 | $3.4M |
| Impact Partnership Wealth, LLC | 0.73% | Add +4.1% | 30,803 | $3.4M |
| Sigma Planning Corp | 0.11% | Reduce -2.9% | 30,710 | $3.4M |
| Stephenson & Company, Inc. | 2.19% | Add +0.3% | 30,377 | $3.4M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +261.8% | 30,292 | $3.4M |
| Readystate Asset Management LP | 0.31% | New | 30,205 | $3.4M |
| Trek Financial, LLC | 0.24% | Add +1.4% | 30,091 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +27.1% | 30,180 | $3.3M |
| Bragg Financial Advisors, Inc | 0.14% | Add +1.8% | 30,033 | $3.3M |
| SigFig Wealth Management, LLC | 0.12% | Add +2.1% | 29,366 | $3.2M |
| Exencial Wealth Advisors, LLC | 0.12% | Reduce -3.1% | 28,959 | $3.2M |
| Barclays PLC | 0.00% | No change | 28,683 | $3.2M |
| Sage Financial Group Inc. | 0.25% | Reduce -25.1% | 28,387 | $3.2M |
| Sigma Investment Counselors Inc. | 0.19% | Reduce -20.6% | 28,203 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -15.3% | 28,737 | $3.1M |
| PKS Advisory Services, LLC | 0.85% | Reduce -4.7% | 27,932 | $3.1M |
| GTS Securities LLC | 0.13% | Add +138.5% | 27,771 | $3.1M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -0.4% | 27,523 | $3.1M |
| Nwam LLC | 0.26% | Add +11.6% | 27,471 | $3.1M |
| Insigneo Advisory Services, LLC | 0.30% | Add +1.9% | 26,452 | $2.9M |
| NorthCrest Asset Manangement, LLC | 0.09% | Reduce -9.2% | 26,323 | $2.9M |
| Heritage Trust Co | 0.35% | Reduce -35.3% | 26,163 | $2.9M |
| Samalin Investment Counsel, LLC | 1.17% | Add +0.5% | 25,937 | $2.9M |
| Bank of Montreal | 0.00% | Reduce -35.3% | 25,683 | $2.9M |
| Humankind Investments LLC | 0.74% | No change | 25,500 | $2.8M |
| Strategic Financial Concepts, LLC | 0.53% | Reduce -2.5% | 25,419 | $2.8M |
| Ameraudi Asset Management, Inc. | 1.61% | New | 25,371 | $2.8M |
| Scratch Capital LLC | 2.89% | No change | 25,228 | $2.8M |
| Cibc World Market Inc. | 0.01% | Add +0.4% | 24,755 | $2.8M |
| Savant Capital, LLC | 0.02% | Reduce -12.0% | 24,373 | $2.7M |
| Lyell Wealth Management, LP | 0.25% | Reduce -3.4% | 24,213 | $2.7M |
| Ascent Wealth Partners, LLC | 0.36% | Reduce -10.3% | 23,919 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +5.5% | 23,717 | $2.6M |
| Edmond DE Rothschild Holding S.A. | 0.05% | Add +18.5% | 23,576 | $2.6M |
| CFS Investment Advisory Services, LLC | 0.23% | Add +7.9% | 23,506 | $2.6M |
| Farther Finance Advisors, LLC | 0.07% | Add +144.2% | 23,576 | $2.6M |
| Arax Advisory Partners | 0.17% | Reduce -11.1% | 23,431 | $2.6M |
| Minot DeBlois Advisors LLC | 2.59% | Add +43.0% | 23,361 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.21% | Add +8.6% | 23,223 | $2.6M |
| Cordant, Inc. | 1.33% | Add +8.0% | 22,989 | $2.6M |
| Private Advisory Group LLC | 0.29% | Reduce -6.5% | 22,541 | $2.5M |
| Avos Capital Management, LLC | 1.64% | Reduce -5.1% | 22,402 | $2.5M |
| Ti-Trust, Inc. | 1.64% | Add +1.7% | 22,352 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.20% | Add +142.2% | 22,447 | $2.5M |
| Golden Bell Financial Planning LLC | 2.38% | Add +2.3% | 22,087 | $2.5M |
| Stone Summit Wealth LLC | 0.83% | Add +14.2% | 22,074 | $2.5M |
| CW Advisors, LLC | 0.03% | Reduce -8.0% | 21,819 | $2.4M |
| Hughes Financial Services, LLC | 0.47% | Add +0.9% | 21,906 | $2.4M |
| Bull Street Advisors, LLC | 1.15% | Reduce -7.0% | 21,678 | $2.4M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -8.3% | 21,562 | $2.4M |
| Larson Financial Group LLC | 0.11% | Reduce -5.0% | 21,012 | $2.3M |
| Millennium Management | 0.00% | Add +17.4% | 20,956 | $2.3M |
| Deutsche Bank AG | 0.00% | Reduce -8.6% | 20,617 | $2.3M |
| AE Wealth Management LLC | 0.02% | Reduce -35.2% | 20,554 | $2.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +4.3% | 19,736 | $2.2M |
| WealthCollab, LLC | 1.36% | Reduce -0.3% | 19,736 | $2.2M |
| Renaissance Technologies | 0.00% | Reduce -49.6% | 19,400 | $2.2M |
| Mgo One Seven LLC | 0.08% | Add +3.4% | 19,347 | $2.1M |
| PFG Advisors | 0.12% | Add +409.4% | 19,330 | $2.1M |
| Brookwood Investment Group LLC | 0.37% | — | 19,324 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.16% | Reduce -2.4% | 19,094 | $2.1M |
| Zhang Financial LLC | 0.11% | Reduce -15.4% | 18,873 | $2.1M |
| Wealthedge Investment Advisors, LLC | 0.94% | Add +37.0% | 18,687 | $2.1M |
| Founders Financial Securities LLC | 0.18% | Reduce -31.8% | 18,831 | $2.1M |
| Cantor Fitzgerald, L. P. | 0.08% | New | 18,605 | $2.1M |
| W1M Asset Management Ltd | 0.18% | No change | 18,576 | $2.1M |
| Alliancebernstein L.P. | 0.00% | Add +1.8% | 18,543 | $2.1M |
| Mutual Advisors, LLC | 0.06% | Reduce -2.0% | 18,741 | $2.1M |
| Fortune Financial Advisors, LLC | 1.76% | Reduce -4.7% | 18,350 | $2.0M |
| Cannon Financial Strategists, Inc. | 0.35% | Reduce -2.1% | 18,332 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Reduce -1.9% | 18,303 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -88.5% | 18,300 | $2.0M |
| WASHINGTON TRUST Co | 0.08% | Reduce -28.9% | 18,151 | $2.0M |
| Independent Family Office, LLC | 1.05% | Reduce -11.9% | 17,936 | $2.0M |
| American Investment Services, Inc. | 0.35% | Reduce -1.5% | 17,822 | $2.0M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -5.8% | 17,802 | $2.0M |
| Matrix Trust Co | 0.33% | Add +926.4% | 17,562 | $2.0M |
| Tidal Investments LLC | 0.02% | Add +2.6% | 17,461 | $1.9M |
| Chicago Partners Investment Group LLC | 0.06% | Add +109.3% | 17,654 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -12.7% | 17,339 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Add +1.0% | 17,331 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -20.8% | 17,493 | $1.9M |
| Gibraltar Capital Management, Inc. | 0.41% | New | 17,205 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | Reduce -1.9% | 17,179 | $1.9M |
| TD Private Client Wealth LLC | 0.05% | Add +4.0% | 16,886 | $1.9M |
| Foundation Wealth Management, LLC\PA | 0.88% | Reduce -4.2% | 16,735 | $1.9M |
| Betterment LLC | 0.00% | Reduce -31.5% | 16,703 | $1.9M |
| Ellis Investment Partners, LLC | 0.38% | Reduce -4.0% | 16,682 | $1.9M |
| Prosperity Consulting Group, LLC | 0.14% | Add +72.5% | 16,591 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -18.2% | 16,584 | $1.8M |
| Texas Bank & Trust Co | 0.77% | Add +39.0% | 16,449 | $1.8M |
| Brass Tax Wealth Management, Inc. | 0.38% | Reduce -0.6% | 16,387 | $1.8M |
| Integrated Advisors Network LLC | 0.09% | Reduce -4.0% | 16,071 | $1.8M |
| Darden Wealth Group Inc | 1.38% | Reduce -0.7% | 15,945 | $1.8M |
| Sterling Financial Planning, Inc. | 0.64% | Reduce -36.5% | 15,876 | $1.8M |
| Procyon Advisors, LLC | 0.11% | Add +8.6% | 15,775 | $1.8M |
| Norden Group LLC | 0.20% | Add +31.2% | 15,756 | $1.8M |
| Prudential Financial Inc. | 0.00% | Reduce -85.6% | 16,011 | $1.7M |
| City State Bank | 0.57% | Reduce -0.1% | 15,475 | $1.7M |
| Pflug Koory, LLC | 0.95% | No change | 15,348 | $1.7M |
| Harbour Investments, Inc. | 0.05% | Reduce -3.3% | 15,321 | $1.7M |
| Financial Advocates Investment Management | 0.12% | Reduce -5.6% | 15,167 | $1.7M |
| Csenge Advisory Group | 0.10% | Add +38.7% | 15,424 | $1.7M |
| Blue Fin Capital, Inc. | 0.33% | Reduce -0.7% | 15,115 | $1.7M |
| Waterloo Capital, L.P. | 0.16% | Add +161.5% | 15,084 | $1.7M |
| E&G Advisors, LLC | 0.47% | Reduce -0.8% | 14,977 | $1.7M |
| SouthState Bank Corp | 0.08% | Reduce -5.2% | 14,900 | $1.7M |
| Perissos Private Wealth Management, LLC | 1.50% | Add +10.7% | 14,855 | $1.7M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -0.8% | 14,706 | $1.6M |
| VestGen Investment Management | 1.23% | Reduce -15.1% | 14,705 | $1.6M |
| CPA Asset Management Group, LLC | 0.72% | No change | 14,657 | $1.6M |
| Independent Financial Group, LLC | 0.06% | Reduce -10.9% | 14,655 | $1.6M |
| William Howard & Co Financial Advisors Inc | 1.52% | No change | 14,563 | $1.6M |
| Level Four Advisory Services, LLC | 0.07% | Add +195.7% | 14,542 | $1.6M |
| Archvest Wealth Advisors, Inc. | 1.33% | Add +0.3% | 14,497 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -1.6% | 14,374 | $1.6M |
| Spring Capital Management, LLC | 0.86% | New | 14,190 | $1.6M |
| Pure Portfolios Holdings LLC | 0.58% | Reduce -7.2% | 14,164 | $1.6M |
| Hilltop Holdings Inc. | 0.10% | Add +54.3% | 14,147 | $1.6M |
| Calton & Associates, Inc. | 0.36% | Add +21.3% | 14,135 | $1.6M |
| Brighton Jones LLC | 0.05% | Reduce -6.6% | 13,880 | $1.5M |
| Fiducient Advisors LLC | 0.19% | Add +8.6% | 13,633 | $1.5M |
| Cullen/Frost Bankers, Inc. | 0.02% | Add +13.4% | 13,411 | $1.5M |
| 180 Wealth Advisors, LLC | 0.24% | Add +0.4% | 13,393 | $1.5M |
| Biondo Investment Advisors, LLC | 0.21% | Add +15.3% | 13,279 | $1.5M |
| Freedom Investment Management, Inc. | 0.12% | Reduce -5.1% | 13,273 | $1.5M |
| Brookstone Capital Management | 0.02% | Reduce -12.3% | 13,040 | $1.4M |
| Patten Group, Inc. | 0.33% | Add +528.0% | 13,030 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -10.7% | 12,953 | $1.4M |
| Sandy Spring Bank | 0.06% | Reduce -2.1% | 12,943 | $1.4M |
| Courier Capital LLC | 0.09% | No change | 12,912 | $1.4M |
| Addison Capital Co | 0.56% | Add +4.7% | 12,888 | $1.4M |
| Fairway Wealth LLC | 0.52% | Add +19.8% | 12,722 | $1.4M |
| Renasant Bank | 0.93% | Add +53.4% | 12,572 | $1.4M |
| Park Place Capital Corp | 0.38% | Add +53.9% | 12,524 | $1.4M |
| PFG Investments, LLC | 0.09% | Add +3.3% | 12,461 | $1.4M |
| Koshinski Asset Management, Inc. | 0.12% | Add +6.8% | 12,293 | $1.4M |
| Patton Albertson Miller Group, LLC | 0.20% | Reduce -9.1% | 12,254 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | Add +103.1% | 12,200 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +9.9% | 12,129 | $1.3M |
| First American Trust, FSB | 0.12% | Reduce -2.6% | 12,106 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -5.9% | 11,894 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -53.7% | 11,816 | $1.3M |
| Marshall Financial Group Inc. | 0.41% | Add +13.3% | 11,812 | $1.3M |
| SBI Securities Co., Ltd. | 0.04% | Reduce -13.9% | 11,786 | $1.3M |
| Arrow Investment Advisors, LLC | 1.37% | New | 11,631 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.34% | Add +0.9% | 11,556 | $1.3M |
| Climber Capital SA | 1.01% | New | 13,360 | $1.3M |
| Invictus Private Wealth, LLC | 0.10% | Reduce -1.5% | 11,498 | $1.3M |
| Madden Advisory Services, Inc. | 0.59% | Add +0.8% | 11,451 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Reduce -10.8% | 11,429 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -1.7% | 11,386 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.09% | Reduce -2.6% | 11,320 | $1.3M |
| Wesbanco Bank Inc. | 0.04% | Reduce -7.1% | 11,313 | $1.3M |
| MAI Capital Management | 0.01% | Add +4.6% | 11,280 | $1.3M |
| Sovereign Financial Group, Inc. | 0.29% | Reduce -3.2% | 11,265 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -8.4% | 11,238 | $1.2M |
| Summit Wealth Group, LLC | 0.36% | Reduce -9.5% | 11,156 | $1.2M |
| CreativeOne Wealth, LLC | 0.04% | Reduce -4.4% | 11,047 | $1.2M |
| Compagnie Lombard Odier SCmA | 0.01% | Add +3.2% | 10,990 | $1.2M |
| National Bank of Canada | 0.00% | Add +223.3% | 10,722 | $1.2M |
| Arcataur Capital Management LLC | 0.41% | Reduce -8.5% | 10,704 | $1.2M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -1.0% | 10,678 | $1.2M |
| Diversify Wealth Management, LLC | 0.09% | Add +48.0% | 10,630 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +17.5% | 10,513 | $1.2M |
| StoneX Group Inc. | 0.06% | Reduce -7.3% | 10,433 | $1.2M |
| Bearing Point Capital, LLC | 0.25% | Reduce -8.8% | 10,410 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -22.5% | 10,404 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Reduce -6.2% | 10,329 | $1.1M |
| Chemistry Wealth Management LLC | 0.27% | No change | 10,256 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Reduce -4.9% | 10,252 | $1.1M |
| Bank of Marin | 1.44% | Add +10.4% | 10,178 | $1.1M |
| Wilmington Savings Fund Society, FSB | 0.02% | No change | 10,160 | $1.1M |
| Interactive Financial Advisors, Inc. | 0.59% | Add +0.0% | 10,119 | $1.1M |
| Rwa Wealth Partners, LLC | 0.01% | Add +266.8% | 10,098 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -13.1% | 10,072 | $1.1M |
| Wallace Advisory Group, LLC | 0.77% | Reduce -34.5% | 10,492 | $1.1M |
| BOS Asset Management, LLC | 0.38% | Reduce -3.3% | 10,029 | $1.1M |
| Topel & Distasi Wealth Management, LLC | 0.51% | Reduce -14.0% | 9,925 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.11% | Reduce -1.1% | 9,923 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -18.1% | 9,868 | $1.1M |
| Performance Wealth Partners, LLC | 0.04% | Reduce -1.9% | 9,850 | $1.1M |
| Estate Counselors, LLC | 0.11% | New | 9,800 | $1.1M |
| Compound Planning, Inc. | 0.05% | Reduce -8.0% | 9,777 | $1.1M |
| Glass Jacobson Investment Advisors llc | 0.36% | No change | 10,179 | $1.1M |
| American Financial Advisors, LLC | 0.16% | Reduce -3.8% | 9,737 | $1.1M |
| Fox Hill Wealth Management | 0.63% | Reduce -0.9% | 9,592 | $1.1M |
| TFB Advisors LLC | 0.30% | Reduce -5.2% | 9,528 | $1.1M |
| Kovack Advisors, Inc. | 0.11% | Add +19.2% | 9,455 | $1.1M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.3% | 9,348 | $1.0M |
| Northern Trust Corp. | 0.00% | Add +19.3% | 9,290 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Add +3.7% | 9,284 | $1.0M |
| Fiduciary Financial Group, LLC | 0.22% | Reduce -8.3% | 9,540 | $1.0M |
| Northwest Wealth Management, LLC | 0.20% | Reduce -8.4% | 9,252 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | Add +58.4% | 9,299 | $1.0M |
| Olympus Wealth Management, LLC | 0.45% | Reduce -84.6% | 9,226 | $1.0M |
| Financial Network Wealth Advisors LLC | 1.35% | Add +269.9% | 9,221 | $1.0M |
| Christensen, King & Associates Investment Services, Inc. | 0.49% | Reduce -1.7% | 9,300 | $1.0M |
| National Philanthropic Trust | 0.02% | No change | 9,201 | $1.0M |
| Fifth Third Bancorp | 0.00% | Reduce -8.9% | 9,199 | $1.0M |
| Synovus Financial Corp. | 0.01% | No change | 9,087 | $1.0M |
| Aviance Capital Partners, LLC | 0.14% | Add +1.6% | 9,068 | $1.0M |
| Graypoint LLC | 0.06% | No change | 9,050 | $1.0M |
| Apella Capital, LLC | 0.03% | Add +55.5% | 9,152 | $1000K |
| CWC Advisors, LLC. | 0.57% | Add +1.4% | 8,962 | $996K |
| Soltis Investment Advisors LLC | 0.09% | Reduce -21.2% | 8,953 | $995K |
| Stock Yards Bank & Trust Co. | 0.04% | Reduce -8.3% | 8,946 | $994K |
| Shayne & Jacobs, LLC | 0.24% | Reduce -2.5% | 8,880 | $986K |
| Sepio Capital, LP | 0.08% | Reduce -6.7% | 8,793 | $977K |
| Unique Wealth Strategies, LLC | 0.44% | Add +6.4% | 8,721 | $969K |
| Keel Point, LLC | 0.07% | Add +0.1% | 8,661 | $962K |
| Seldon Capital LP | 0.60% | No change | 8,515 | $946K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -4.4% | 8,646 | $942K |
| Palisade Asset Management, LLC | 0.10% | Reduce -5.6% | 8,470 | $941K |
| Alpha Cubed Investments, LLC | 0.04% | Add +10.3% | 8,465 | $940K |
| Garner Asset Management Corp | 0.41% | Add +17.3% | 8,452 | $939K |
| Belpointe Asset Management LLC | 0.05% | Reduce -83.8% | 8,394 | $933K |
| Parkside Financial Bank & Trust | 0.12% | Add +12.7% | 8,346 | $927K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -10.2% | 8,314 | $924K |
| Merit Financial Group, LLC | 0.01% | Add +62.4% | 8,257 | $917K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +57.1% | 8,045 | $894K |
| Smith, Moore & Co. | 0.08% | Reduce -3.6% | 8,004 | $889K |
| Klingenstein Fields & Co. LP | 0.04% | New | 8,000 | $889K |
| FineMark National Bank & Trust | 0.03% | Reduce -4.7% | 7,963 | $885K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -8.6% | 7,938 | $882K |
| Atria Investments, Inc | 0.01% | Reduce -11.4% | 7,892 | $877K |
| Chapin Davis, Inc. | 0.30% | Reduce -2.7% | 7,859 | $873K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -5.1% | 7,776 | $864K |
| Bigelow Investment Advisors, LLC | 0.41% | Reduce -2.7% | 7,731 | $859K |
| Sowell Financial Services LLC | 0.04% | New | 7,667 | $852K |
| Modern Wealth Management, LLC | 0.03% | Add +18.3% | 7,660 | $851K |
| Park Avenue Securities LLC | 0.01% | Add +122.9% | 7,634 | $848K |
| Gould Asset Management LLC | 0.17% | Reduce -0.7% | 7,597 | $844K |
| Capital Analysts, LLC | 0.03% | Add +90.8% | 7,582 | $842K |
| Duncker Streett & Co. Inc. | 0.17% | No change | 7,565 | $840K |
| Cresset Asset Management, LLC | 0.00% | Reduce -13.5% | 7,547 | $838K |
| Gill Capital Partners, LLC | 0.29% | No change | 7,493 | $832K |
| Florin Court Capital LLP | 0.85% | Reduce -21.3% | 7,400 | $822K |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -6.3% | 7,390 | $821K |
| Shepherd Financial Partners LLC | 0.10% | Reduce -35.5% | 7,381 | $820K |
| IHT Wealth Management, LLC | 0.03% | Add +0.1% | 7,376 | $819K |
| Tritonpoint Wealth, LLC | 0.08% | Reduce -10.1% | 7,355 | $817K |
| Note Advisors, LLC | 0.67% | Reduce -6.4% | 7,283 | $809K |
| Gibbs Wealth Management | 0.19% | Add +43.7% | 7,258 | $806K |
| Hanson & Doremus Investment Management | 0.12% | Add +135.2% | 7,198 | $800K |
| Busey Bank | 0.03% | No change | 7,172 | $797K |
| GeoWealth Management, LLC | 0.03% | Reduce -2.0% | 7,083 | $787K |
| Inscription Capital, LLC | 0.13% | — | 7,312 | $785K |
| Wellington Shields & Co., LLC | 0.25% | Add +39.5% | 7,067 | $785K |
| Planned Solutions, Inc. | 0.32% | No change | 7,061 | $784K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,050 | $783K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +85.5% | 7,003 | $778K |
| Atwater Malick LLC | 0.26% | Reduce -0.3% | 6,998 | $777K |
| Discovery Capital Management, LLC / CT | 0.09% | Add +19.2% | 6,986 | $776K |
| Canandaigua National Bank & Trust Co. | 0.08% | Reduce -7.1% | 6,979 | $775K |
| Farrell Financial LLC | 0.56% | Reduce -6.1% | 6,960 | $773K |
| First National Trust Co | 0.03% | Reduce -23.2% | 6,953 | $772K |
| DMC Group, LLC | 0.63% | Reduce -1.8% | 6,932 | $770K |
| Caldwell Trust Co | 0.08% | Reduce -4.1% | 6,915 | $768K |
| Westfuller Advisors, LLC | 0.51% | Reduce -3.3% | 6,909 | $768K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.8% | 6,900 | $766K |
| Austin Asset Management Co Inc | 0.17% | No change | 6,870 | $763K |
| Chesley Taft & Associates LLC | 0.04% | Add +14.2% | 6,859 | $762K |
| Daymark Wealth Partners, LLC | 0.03% | No change | 6,854 | $761K |
| Fund Evaluation Group, LLC | 0.03% | Add +22.1% | 6,827 | $758K |
| Prospera Financial Services Inc | 0.02% | Reduce -6.6% | 6,787 | $754K |
| Awm Capital, LLC | 0.09% | Reduce -23.4% | 6,714 | $746K |
| Courage Miller Partners, LLC | 0.25% | Reduce -60.5% | 6,675 | $742K |
| Fisher Asset Management | 0.00% | Add +29.6% | 6,670 | $741K |
| Ascent Group, LLC | 0.03% | Reduce -9.7% | 6,654 | $739K |
| Bath Savings Trust Co | 0.08% | No change | 6,645 | $738K |
| Atlas Brown,Inc. | 0.25% | Reduce -2.1% | 6,538 | $726K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.0% | 6,643 | $724K |
| WealthTrust Axiom LLC | 0.22% | No change | 6,500 | $722K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Reduce -1.5% | 6,473 | $719K |
| Garde Capital, Inc. | 0.04% | New | 6,464 | $718K |
| Whalen Wealth Management Inc. | 0.48% | Add +94.4% | 6,461 | $718K |
| Pathstone Holdings, LLC | 0.00% | Add +0.8% | 6,447 | $716K |
| Quest 10 Wealth Builders, Inc. | 0.76% | Add +1.1% | 6,435 | $713K |
| Ieq Capital, LLC | 0.01% | Add +2.0% | 6,412 | $712K |
| Red Wave Investments LLC | 0.25% | Reduce -2.6% | 6,368 | $707K |
| Trust Co. of Vermont | 0.04% | Reduce -7.9% | 6,319 | $702K |
| Safeguard Investment Advisory Group, LLC | 0.19% | Reduce -10.7% | 6,270 | $697K |
| Tilia Fiduciary Partners, Inc. | 0.46% | Reduce -3.5% | 6,197 | $688K |
| Rik Saylor Financial, Inc. | 0.60% | Reduce -1.9% | 6,179 | $686K |
| Avior Wealth Management, LLC | 0.03% | Reduce -2.9% | 6,159 | $684K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -36.9% | 6,155 | $684K |
| XTX Topco Ltd | 0.04% | New | 6,153 | $684K |
| Clear Investment Research, LLC | 0.91% | Reduce -0.1% | 6,107 | $678K |
| Tiemann Investment Advisors, LLC | 0.31% | Reduce -0.8% | 6,107 | $678K |
| Tranquilli Financial Advisor LLC | 0.43% | Add +23.6% | 6,098 | $677K |
| TRUE Private Wealth Advisors | 0.08% | Add +0.8% | 6,057 | $673K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -8.1% | 5,934 | $659K |
| Mission Creek Capital Partners, Inc. | 0.16% | No change | 5,919 | $657K |
| Johnson Financial Group, LLC | 0.07% | New | 5,906 | $656K |
| Global Assets Advisory, LLC | 0.12% | New | 5,961 | $653K |
| Summitry LLC | 0.03% | No change | 5,805 | $645K |
| &partners | 0.01% | Reduce -20.9% | 6,061 | $645K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -9.1% | 5,792 | $643K |
| Apexium Financial, LP | 0.04% | Reduce -14.1% | 5,767 | $641K |
| Verus Capital Partners, LLC | 0.06% | Reduce -21.2% | 5,703 | $634K |
| Proquility Private Wealth Partners, LLC | 0.20% | New | 5,703 | $634K |
| J2 Capital Management Inc | 0.58% | Reduce -84.3% | 5,691 | $632K |
| Glenview Trust Co | 0.01% | Add +0.3% | 5,675 | $630K |
| Silver Oak Securities, Incorporated | 0.06% | Reduce -5.4% | 5,667 | $627K |
| Flagstar Securities, Inc. | 0.16% | Reduce -11.1% | 5,630 | $625K |
| Gibson Capital, LLC | 0.13% | Add +0.0% | 5,611 | $623K |
| Ascentis Independent Advisors | 0.12% | New | 5,569 | $619K |
| FC Advisory LLC | 0.21% | Add +0.6% | 5,544 | $616K |
| Dorsey Wright & Associates | 0.16% | Reduce -15.8% | 5,481 | $609K |
| AllSquare Wealth Management LLC | 0.36% | No change | 5,479 | $609K |
| Private Harbour Investment Management & Counsel, LLC | 0.67% | Reduce -13.5% | 5,455 | $606K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.29% | Reduce -2.7% | 5,399 | $600K |
| EFG Asset Management (Americas) Corp. | 0.12% | No change | 5,387 | $598K |
| Citizens & Northern Corp. | 0.17% | Add +4.5% | 5,293 | $588K |
| Corepath Wealth Partners LLC | 0.56% | Reduce -1.9% | 5,397 | $588K |
| DecisionMap Wealth Management, LLC | 0.45% | Add +0.5% | 5,280 | $587K |
| Tyche Wealth Partners LLC | 0.13% | Add +4.5% | 5,240 | $582K |
| Hardin Capital Partners, LLC | 0.36% | No change | 5,223 | $580K |
| Baldwin Investment Management, LLC | 0.07% | No change | 5,200 | $578K |
| Single Point Partners, LLC | 0.14% | No change | 5,194 | $577K |
| Consolidated Portfolio Review Corp | 0.09% | Add +3.5% | 5,145 | $572K |
| First National Corp. /Ma/ | 0.13% | Add +0.6% | 5,114 | $568K |
| Rosenblum Silverman Sutton S F Inc. | 0.16% | No change | 5,110 | $568K |
| Grandview Asset Management LLC | 0.21% | Reduce -15.7% | 5,094 | $566K |
| Prelude Capital Management, LLC | 0.06% | New | 5,000 | $555K |
| Walleye Trading LLC | 0.02% | New | 4,999 | $555K |
| Focus Financial Network, Inc. | 0.02% | Reduce -11.1% | 4,990 | $554K |
| Kelleher Financial Advisors | 0.22% | New | 4,990 | $554K |
| Financial Architects, LLC | 0.35% | Reduce -4.0% | 4,985 | $554K |
| IVC Wealth Advisors LLC | 0.30% | Reduce -13.9% | 4,984 | $554K |
| Regal Investment Advisors LLC | 0.04% | Add +69.6% | 4,966 | $552K |
| Ancora Advisors LLC | 0.01% | Reduce -0.4% | 4,938 | $549K |
| Van Strum & Towne Inc. | 0.18% | No change | 4,905 | $545K |
| Cutter & CO Brokerage, Inc. | 0.13% | Reduce -3.0% | 4,877 | $542K |
| Faithward Advisors, LLC | 0.09% | Reduce -0.0% | 4,856 | $539K |
| Nvwm, LLC | 0.14% | Add +148.6% | 4,847 | $538K |
| Smith Thornton Advisors LLC | 0.33% | No change | 4,825 | $536K |
| Legacy Financial Group LLC | 0.08% | Reduce -23.4% | 4,819 | $535K |
| Naples Global Advisors, LLC | 0.05% | New | 4,802 | $533K |
| Regions Financial Corp. | 0.00% | Reduce -9.1% | 4,789 | $532K |
| Mezzasalma Advisors, LLC | 0.18% | Reduce -0.8% | 4,744 | $527K |
| Latitude Advisors, LLC | 0.30% | Reduce -9.6% | 4,708 | $523K |
| Banco Santander, S.A. | 0.01% | New | 4,684 | $520K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.7% | 4,639 | $515K |
| Parker Financial LLC | 0.24% | Reduce -24.8% | 4,524 | $503K |
| Evelyn Partners Asset Management Ltd | 0.14% | Reduce -6.2% | 4,522 | $502K |
| Ballentine Partners, LLC | 0.01% | Reduce -2.7% | 4,521 | $502K |
| Glen Eagle Advisors, LLC | 0.08% | Reduce -18.3% | 4,521 | $502K |
| Oder Investment Management, LLC | 0.42% | No change | 4,493 | $499K |
| Syntax Research, Inc. | 0.34% | No change | 4,476 | $497K |
| Councilor Wealth, LLC | 0.25% | No change | 4,472 | $497K |
| Flaharty Asset Management, LLC | 0.07% | Add +11.8% | 4,466 | $496K |
| First United Bank & Trust | 0.19% | Add +23.3% | 4,464 | $496K |
| Fiera Capital Corp | 0.00% | Add +3.9% | 4,456 | $495K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -2.5% | 4,423 | $491K |
| Pinnacle Financial Partners Inc | 0.01% | Add +6.3% | 4,417 | $491K |
| Stephens Inc. | 0.01% | Reduce -24.6% | 4,410 | $490K |
| Invesco Ltd. | 0.00% | Add +1.3% | 4,400 | $489K |
| Jeppson Wealth Management, LLC | 0.18% | No change | 4,387 | $487K |
| Signet Financial Management, LLC | 0.07% | Reduce -10.4% | 4,380 | $487K |
| Westmount Partners, LLC | 0.15% | Add +35.0% | 4,375 | $486K |
| Upper Left Wealth Management, LLC | 0.35% | Reduce -2.0% | 4,347 | $483K |
| HCR Wealth Advisors | 0.06% | No change | 4,345 | $483K |
| Clearstead Advisors, LLC | 0.01% | Add +2.5% | 4,301 | $478K |
| Cardiff Park Advisors, LLC | 0.05% | Reduce -0.1% | 4,253 | $473K |
| Middleton & Co. Inc. | 0.06% | No change | 4,244 | $471K |
| Elevation Point Wealth Partners, LLC | 0.04% | No change | 4,241 | $471K |
| Journey Advisory Group, LLC | 0.04% | Reduce -10.6% | 4,212 | $468K |
| Prudent Man Advisors, LLC | 0.17% | Add +6.4% | 4,197 | $466K |
| Palumbo Wealth Management LLC | 0.16% | Reduce -11.8% | 4,193 | $466K |
| J. W. Coons Advisors, LLC | 0.12% | No change | 4,193 | $466K |
| Greenspring Advisors, LLC | 0.11% | Add +78.0% | 4,175 | $464K |
| BTS Asset Management, Inc. | 0.52% | New | 4,165 | $463K |
| Clarity Financial LLC | 0.05% | Add +9.1% | 4,164 | $463K |
| Bar Harbor Wealth Management | 0.03% | Reduce -9.7% | 4,162 | $462K |
| Eq Wealth Advisors, LLC | 0.37% | Add +32.1% | 4,161 | $462K |
| TCFG Wealth Management, LLC | 0.23% | Reduce -50.5% | 4,148 | $461K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -55.8% | 4,128 | $459K |
| Napatree Capital LLC | 0.26% | Add +6.2% | 4,101 | $456K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.9% | 4,095 | $455K |
| Continuum Advisory, LLC | 0.06% | Add +61.4% | 4,036 | $448K |
| NorthLanding Financial Partners, LLC | 0.44% | Reduce -4.3% | 4,026 | $447K |
| SageView Advisory Group, LLC | 0.02% | Reduce -22.7% | 4,019 | $447K |
| Market Street Wealth Management Advisors LLC | 0.08% | No change | 4,007 | $445K |
| Personal Cfo Solutions, LLC | 0.09% | Add +10.0% | 4,005 | $445K |
| Headinvest, LLC | 0.09% | No change | 3,999 | $444K |
| Evexia Wealth LLC | 0.16% | Add +2.9% | 4,056 | $443K |
| Auour Investments LLC | 0.16% | Reduce -2.5% | 4,006 | $443K |
| Houlihan Financial Resource Group, Ltd. | 0.20% | Reduce -0.5% | 3,977 | $442K |
| Hardy Reed LLC | 0.04% | No change | 3,925 | $436K |
| AQR Capital Management | 0.00% | New | 3,886 | $432K |
| FSM Wealth Advisors, LLC | 0.10% | New | 3,864 | $429K |
| Moors & Cabot, Inc. | 0.02% | Reduce -5.8% | 3,853 | $428K |
| FSA Investment Group, LLC | 0.36% | Reduce -3.2% | 3,847 | $427K |
| JMG Financial Group, Ltd. | 0.01% | Add +0.3% | 3,832 | $426K |
| Pinnacle Financial Group, LLC / IL | 0.15% | Reduce -1.0% | 3,807 | $423K |
| Synergy Asset Management, LLC | 0.05% | Reduce -60.6% | 3,784 | $420K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -3.6% | 3,780 | $420K |
| Itau Unibanco Holding S.A. | 0.02% | New | 3,766 | $418K |
| Regimen Wealth, LLC | 0.13% | New | 3,755 | $417K |
| Venture Visionary Partners LLC | 0.02% | Reduce -0.7% | 3,745 | $416K |
| 10Elms LLP | 0.49% | Reduce -6.0% | 3,728 | $414K |
| Silverlake Wealth Management LLC | 0.16% | No change | 3,705 | $412K |
| Avalon Capital Management | 0.12% | New | 3,692 | $410K |
| McAdam, LLC | 0.03% | Reduce -0.7% | 3,680 | $409K |
| Evanson Asset Management, LLC | 0.03% | No change | 3,672 | $408K |
| HB Wealth Management, LLC | 0.00% | Reduce -13.4% | 3,670 | $408K |
| Grey Ledge Advisors, LLC | 0.11% | Reduce -2.4% | 3,668 | $407K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -14.8% | 3,657 | $406K |
| ABLE Financial Group, LLC | 0.11% | Reduce -0.0% | 3,617 | $402K |
| Pekin Hardy Strauss, Inc. | 0.05% | Reduce -57.0% | 3,596 | $399K |
| Valued Retirements, Inc. | 0.52% | Reduce -46.7% | 3,585 | $398K |
| Prentiss Smith & Co. Inc. | 0.26% | No change | 3,572 | $397K |
| Strive Asset Management, LLC | 0.27% | Reduce -57.0% | 3,557 | $395K |
| Financial Counselors Inc. | 0.01% | Reduce -1.2% | 3,522 | $391K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Reduce -1.0% | 3,497 | $388K |
| Valmark Advisers, Inc. | 0.01% | Reduce -4.1% | 3,493 | $388K |
| Cascade Financial Partners, LLC | 0.05% | No change | 3,491 | $388K |
| Fourth Dimension Wealth, LLC | 0.18% | Reduce -0.2% | 3,434 | $381K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -5.1% | 3,431 | $381K |
| Wealth Quarterback LLC | 0.21% | Reduce -14.3% | 3,428 | $381K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -36.4% | 3,424 | $380K |
| Axis Wealth Partners, LLC | 0.28% | New | 3,401 | $378K |
| Shade Tree Advisors LLC | 0.37% | No change | 3,399 | $378K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -0.2% | 3,396 | $377K |
| International Private Wealth Advisors LLC | 0.35% | No change | 3,330 | $370K |
| World Investment Advisors | 0.01% | Add +40.5% | 3,323 | $369K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +10.2% | 3,288 | $365K |
| Alhambra Investment Management LLC | 0.19% | Reduce -2.0% | 3,276 | $364K |
| King Wealth Management Group | 0.06% | Reduce -2.2% | 3,268 | $363K |
| Carnegie Investment Counsel | 0.01% | Add +4.1% | 3,299 | $361K |
| Arkadios Wealth Advisors | 0.01% | Add +0.4% | 3,236 | $359K |
| Sovran Advisors, LLC | 0.05% | Reduce -25.8% | 3,288 | $358K |
| Oxford Financial Group, LTD. LLC | 0.03% | Add +0.1% | 3,226 | $358K |
| Lynx Investment Advisory | 0.24% | Add +1.2% | 3,221 | $358K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -31.2% | 3,220 | $358K |
| IFG Advisory, LLC | 0.02% | Add +19.1% | 3,189 | $354K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -2.5% | 3,187 | $354K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -1.8% | 3,181 | $353K |
| Old Port Advisors | 0.10% | Reduce -2.6% | 3,169 | $352K |
| Ghe, LLC | 0.16% | Reduce -7.5% | 3,155 | $350K |
| Thompson Siegel & Walmsley LLC | 0.01% | Add +1.5% | 3,149 | $350K |
| Simplicity Wealth,LLC | 0.03% | Add +2.1% | 3,073 | $341K |
| Old National Bancorp | 0.01% | Reduce -11.5% | 3,071 | $341K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 3,070 | $341K |
| Two Sigma Securities, LLC | 0.05% | Reduce -84.8% | 3,066 | $341K |
| Silvia McColl Wealth Management, LLC | 0.26% | No change | 3,055 | $339K |
| LPWM LLC | 0.11% | Reduce -49.2% | 3,046 | $338K |
| Pacific Capital Wealth Advisors, Inc. | 0.06% | No change | 3,038 | $337K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +45.1% | 3,012 | $335K |
| Baker Avenue Asset Management, LP | 0.01% | Add +1.6% | 3,007 | $334K |
| RS Crum Inc. | 0.09% | No change | 3,005 | $334K |
| Nautilus Advisors LLC | 0.28% | No change | 3,000 | $333K |
| United Asset Strategies, Inc. | 0.03% | New | 2,997 | $333K |
| GK Wealth Management LLC | 0.42% | Add +8.0% | 2,995 | $333K |
| Aletheian Wealth Advisors LLC | 0.19% | Add +27.5% | 2,985 | $332K |
| Forefront Analytics, LLC | 0.38% | Reduce -94.8% | 2,974 | $330K |
| RDA Financial Network | 0.10% | Reduce -6.3% | 2,966 | $329K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +5.1% | 2,965 | $329K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -2.0% | 2,966 | $328K |
| Park Edge Advisors, LLC | 0.09% | No change | 2,951 | $328K |
| Garrett Wealth Advisory Group, LLC | 0.07% | Reduce -7.5% | 2,949 | $328K |
| Country Club Bank | 0.02% | Add +4.2% | 2,942 | $326K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -2.4% | 2,916 | $324K |
| LexAurum Advisors, LLC | 0.06% | Add +13.7% | 2,913 | $324K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -8.6% | 2,902 | $322K |
| Engineers Gate Manager LP | 0.01% | Reduce -53.1% | 2,886 | $321K |
| White Pine Capital LLC | 0.11% | Reduce -13.1% | 2,872 | $319K |
| Leavell Investment Management, Inc. | 0.02% | Add +1.9% | 2,845 | $316K |
| NWF Advisory Services Inc. | 0.04% | Add +1.8% | 2,820 | $313K |
| Stonegate Investment Group, LLC | 0.01% | No change | 2,801 | $311K |
| Creekside Partners | 0.16% | Reduce -33.3% | 2,797 | $311K |
| Successful Portfolios LLC | 0.21% | No change | 2,786 | $309K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 2,774 | $308K |
| Shared Vision Wealth Group LLC | 0.17% | Reduce -10.5% | 2,772 | $308K |
| Charter Oak Capital Management, LLC | 0.03% | No change | 2,749 | $305K |
| Janney Capital Management LLC | 0.02% | Reduce -4.7% | 2,749 | $305K |
| Alan B Lancz & Associates, Inc. | 0.32% | No change | 2,725 | $303K |
| 4Thought Financial Group Inc. | 0.19% | Reduce -0.3% | 2,719 | $302K |
| KFA Private Wealth Group, LLC | 0.11% | New | 2,716 | $302K |
| Paragon Capital Management Ltd | 0.06% | No change | 2,716 | $302K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -6.9% | 2,715 | $302K |
| Walker Asset Management, LLC | 0.18% | Reduce -10.1% | 2,685 | $298K |
| Hickory Point Bank & Trust | 0.26% | Reduce -27.6% | 2,665 | $296K |
| Coastline Trust Co | 0.04% | Add +35.2% | 2,665 | $296K |
| Brown Advisory Inc. | 0.00% | Reduce -58.4% | 2,621 | $291K |
| Mainstay Capital Management LLC | 0.04% | No change | 2,620 | $291K |
| Investment Advisory Group, LLC | 0.10% | No change | 2,616 | $291K |
| Red Crane Wealth Management, LLC | 0.28% | Reduce -5.9% | 2,611 | $290K |
| Strategy Asset Managers LLC | 0.06% | Reduce -4.4% | 2,611 | $290K |
| Plancorp, LLC | 0.01% | No change | 2,593 | $288K |
| Center for Financial Planning, Inc. | 0.04% | New | 2,580 | $287K |
| Optivise Advisory Services LLC | 0.16% | Reduce -7.3% | 2,572 | $286K |
| First Hawaiian Bank | 0.04% | Reduce -59.3% | 2,546 | $283K |
| Quadcap Wealth Management, LLC | 0.04% | Add +6.4% | 2,546 | $283K |
| Orcam Financial Group | 0.26% | Add +7.8% | 2,545 | $283K |
| New Covenant Trust Company, N.A. | 0.30% | Reduce -1.6% | 2,528 | $280K |
| Alteri Wealth LLC | 0.12% | New | 2,503 | $278K |
| AlTi Global, Inc. | 0.01% | No change | 2,493 | $277K |
| VestGen Advisors, LLC | 0.01% | — | 2,481 | $276K |
| Virtue Capital Management, LLC | 0.03% | New | 2,462 | $273K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -73.8% | 2,457 | $273K |
| Angeles Wealth Management, LLC | 0.02% | Add +14.1% | 2,452 | $272K |
| Opes Wealth Management LLC | 0.06% | New | 2,451 | $272K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +0.4% | 2,436 | $270K |
| Argent Trust Co | 0.01% | No change | 2,414 | $268K |
| DKM Wealth Management, Inc. | 0.26% | No change | 2,412 | $268K |
| Boston Family Office LLC | 0.02% | Add +2.0% | 2,401 | $267K |
| Wealthfront Advisers LLC | 0.00% | New | 2,403 | $267K |
| Compass Planning Associates Inc | 0.27% | Reduce -31.9% | 2,386 | $265K |
| ProVise Management Group, LLC | 0.02% | Reduce -15.3% | 2,386 | $265K |
| Balefire, LLC | 0.09% | New | 2,382 | $265K |
| SPC Financial, Inc. | 0.02% | Add +6.4% | 2,370 | $263K |
| BridgePort Financial Solutions, LLC | 0.12% | Add +12.3% | 2,359 | $262K |
| Fortress Financial Solutions, LLC | 0.38% | Add +0.7% | 2,345 | $260K |
| Windsor Capital Management, LLC | 0.08% | Reduce -9.1% | 2,325 | $258K |
| North Star Investment Management Corp. | 0.02% | No change | 2,321 | $258K |
| Strategic Point Investment Advisors, LLC | 0.04% | No change | 2,320 | $258K |
| Graham Capital Wealth Management, LLC | 0.28% | Reduce -2.2% | 2,312 | $257K |
| Proficio Capital Partners LLC | 0.02% | Add +17.3% | 2,310 | $257K |
| Optimum Investment Advisors | 0.12% | Add +9.3% | 2,309 | $257K |
| Coldstream Capital Management Inc. | 0.01% | Add +11.4% | 2,307 | $256K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 2,304 | $256K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -0.5% | 2,302 | $256K |
| Mokosak Advisory Group, LLC | 0.08% | New | 2,300 | $256K |
| West Paces Advisors Inc. | 0.06% | No change | 2,300 | $256K |
| Grove Street Fiduciary, LLC | 0.13% | No change | 2,288 | $254K |
| Main Street Financial Solutions, LLC | 0.02% | Add +2.8% | 2,282 | $253K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.0% | 2,281 | $253K |
| Mechanics Bank Trust Department | 0.03% | Add +9.6% | 2,275 | $253K |
| ORG Partners LLC | 0.06% | Reduce -16.0% | 2,265 | $252K |
| TD Capital Management LLC | 0.03% | Reduce -2.5% | 2,257 | $251K |
| Elm Partners Management LLC | 0.02% | Reduce -23.0% | 2,250 | $250K |
| Tyler-Stone Wealth Management | 0.04% | Reduce -1.1% | 2,246 | $249K |
| Rodgers Brothers Inc. | 0.03% | No change | 2,243 | $249K |
| Destination Wealth Management | 0.01% | Reduce -32.5% | 2,238 | $249K |
| S.A. Mason LLC | 0.13% | Reduce -17.5% | 2,221 | $247K |
| Davidson Trust Co. | 0.12% | Add +3.2% | 2,219 | $247K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 2,221 | $245K |
| Ritholtz Wealth Management | 0.01% | Add +8.7% | 2,206 | $245K |
| Northstar Asset Management Inc. | 0.07% | Add +9.6% | 2,191 | $243K |
| WNY Asset Management, LLC | 0.03% | Reduce -49.5% | 2,183 | $243K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +1.1% | 2,220 | $243K |
| Stokes Family Office, LLC | 0.03% | No change | 2,180 | $242K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 2,165 | $241K |
| Family Investment Center, Inc. | 0.06% | Reduce -22.5% | 2,143 | $238K |
| Cottonwood Capital Advisors, LLC | 0.17% | No change | 2,141 | $238K |
| Pinnacle Holdings, LLC | 0.10% | Add +15.8% | 2,119 | $235K |
| Ellenbecker Investment Group | 0.04% | Reduce -68.0% | 2,116 | $235K |
| Spectrum Wealth Counsel, LLC | 0.03% | No change | 2,112 | $235K |
| Woodard & Co. Asset Management Group Inc. | 0.05% | No change | 2,100 | $233K |
| Klingman & Associates, LLC | 0.01% | No change | 2,096 | $233K |
| Scotia Capital Inc. | 0.00% | Reduce -6.5% | 2,094 | $233K |
| Legacy PCG, LLC | 0.16% | Reduce -7.5% | 2,081 | $231K |
| Gradient Capital Advisors, LLC | 0.08% | No change | 2,070 | $230K |
| Todd Asset Management LLC | 0.01% | No change | 2,060 | $229K |
| Narus Financial Partners, LLC | 0.08% | New | 2,058 | $229K |
| Goldstone Financial Group, LLC | 0.03% | Reduce -0.6% | 2,056 | $228K |
| North Forty Two & Co. | 0.25% | No change | 2,048 | $228K |
| Colony Family Offices, LLC | 0.07% | No change | 2,039 | $227K |
| Webster Bank, N. A. | 0.02% | No change | 2,032 | $226K |
| Fairfield, Bush & Co. | 0.14% | No change | 2,030 | $226K |
| Pinnacle Bancorp, Inc. | 0.07% | Reduce -27.2% | 2,021 | $225K |
| Institute for Wealth Management, LLC. | 0.03% | Reduce -23.8% | 2,020 | $224K |
| International Assets Investment Management, LLC | 0.02% | Reduce -37.8% | 2,007 | $223K |
| Rock Point Advisors, LLC | 0.07% | No change | 2,002 | $222K |
| Mattern Wealth Management LLC | 0.05% | Reduce -50.0% | 2,000 | $222K |
| Camelot Technology Advisors, Inc. | 0.20% | No change | 1,990 | $221K |
| Principle Wealth Partners LLC | 0.02% | Add +0.3% | 1,984 | $220K |
| Bard Associates Inc. | 0.08% | No change | 1,980 | $220K |
| Bingham Private Wealth, LLC | 0.23% | Add +0.1% | 1,972 | $219K |
| Plan Group Financial, LLC | 0.08% | New | 1,969 | $219K |
| Summit Financial Strategies, Inc. | 0.02% | Add +4.0% | 1,960 | $218K |
| Indiana Trust & Investment Management Co | 0.08% | Reduce -0.1% | 1,958 | $218K |
| Buckhead Capital Management LLC | 0.07% | No change | 1,938 | $215K |
| W.H. Cornerstone Investments Inc. | 0.15% | Reduce -0.7% | 1,934 | $215K |
| Vawter Financial, Ltd. | 0.12% | Reduce -6.1% | 1,919 | $213K |
| One Charles Private Wealth Services, LLC | 0.07% | Reduce -10.8% | 1,918 | $213K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -27.1% | 1,914 | $212K |
| WealthShield Partners, LLC | 0.03% | Reduce -0.5% | 1,907 | $212K |
| Wernau Asset Management Inc. | 0.22% | No change | 1,904 | $212K |
| Lake Hills Wealth Management, LLC | 0.15% | Reduce -94.2% | 1,900 | $211K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,900 | $211K |
| Certified Advisory Corp | 0.02% | No change | 1,893 | $210K |
| Archer Investment Corp | 0.05% | Reduce -5.0% | 1,893 | $210K |
| Finward Bancorp | 0.18% | New | 1,856 | $206K |
| Black Diamond Financial, LLC | 0.03% | Reduce -1.6% | 1,854 | $206K |
| City Holding Co. | 0.03% | Reduce -23.3% | 1,854 | $206K |
| Viewpoint Capital Management LLC | 0.11% | No change | 1,850 | $206K |
| Ofc Financial Planning, LLC | 0.23% | Reduce -3.2% | 1,840 | $204K |
| Choate Investment Advisors | 0.01% | New | 1,830 | $203K |
| Red Tortoise LLC | 0.10% | No change | 1,802 | $200K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.2% | 1,791 | $199K |
| AlphaCore Capital LLC | 0.02% | New | 1,756 | $195K |
| Private Trust Co. NA | 0.02% | Reduce -11.4% | 1,677 | $186K |
| Ameriflex Group, Inc. | 0.07% | Add +1.0% | 1,592 | $177K |
| Powell Investment Advisors, LLC | 0.08% | Reduce -18.5% | 1,540 | $171K |
| Medallion Wealth Advisors, LLC | 0.08% | Add +3.0% | 1,540 | $171K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -14.9% | 1,387 | $154K |
| C M Bidwell & Associates Ltd. | 0.09% | No change | 1,293 | $144K |
| Kings Path Partners LLC | 0.07% | Reduce -12.4% | 1,282 | $142K |
| Rialto Wealth Management, LLC | 0.04% | No change | 1,249 | $139K |
| Blue Trust, Inc. | 0.00% | Add +215.1% | 1,213 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | No change | 1,239 | $132K |
| Westside Investment Management, Inc. | 0.03% | No change | 1,186 | $132K |
| Union Bancaire Privee, UBP SA | 0.00% | Reduce -56.5% | 1,165 | $129K |
| Tidemark, LLC | 0.05% | Reduce -0.9% | 1,145 | $127K |
| Pension & Wealth Management Advisors, Inc. | 0.05% | No change | 1,143 | $127K |
| Headlands Technologies LLC | 0.01% | Add +75.5% | 1,130 | $126K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.6% | 1,128 | $125K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,094 | $122K |
| Barrett & Company, Inc. | 0.05% | No change | 1,088 | $121K |
| 2UniFi Bank | 0.08% | No change | 1,082 | $119K |
| Hills Bank & Trust Co | 0.01% | No change | 1,029 | $114K |
| Mather Group, Llc. | 0.00% | Reduce -13.4% | 1,015 | $113K |
| Evelyn Partners Investment Management Services Ltd | 0.02% | No change | 1,000 | $111K |
| Park Square Financial Group, LLC | 0.09% | Reduce -18.3% | 963 | $107K |
| Compass Wealth Management LLC | 0.03% | No change | 950 | $106K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 929 | $103K |
| UMB Bank, n.a. | 0.00% | No change | 920 | $102K |
| Hemington Wealth Management | 0.02% | No change | 920 | $102K |
| Crewe Advisors LLC | 0.01% | No change | 902 | $100K |
| Pinney & Scofield, Inc. | 0.07% | No change | 878 | $98K |
| NBT Bank, N.A. | 0.01% | No change | 867 | $96K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -14.1% | 854 | $95K |
| Consultiva Wealth Management, Corp. | 0.33% | No change | 853 | $95K |
| Founders Capital Management | 0.06% | No change | 843 | $94K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -56.1% | 829 | $92K |
| Wealth Advisors of Tampa Bay, LLC | 0.04% | New | 794 | $88K |
| Murphy & Mullick Capital Management Corp | 0.08% | Reduce -12.3% | 778 | $86K |
| ESL Trust Services, LLC | 0.02% | No change | 775 | $86K |
| Hexagon Capital Partners LLC | 0.02% | Reduce -1.5% | 738 | $82K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -3.0% | 750 | $82K |
| Founders Financial Alliance, LLC | 0.02% | No change | 710 | $79K |
| Red Lighthouse Investment Management, LLC | 0.03% | Add +106.5% | 727 | $78K |
| Boyd Watterson Asset Management LLC | 0.02% | New | 692 | $77K |
| Key Financial Inc | 0.02% | No change | 691 | $77K |
| Nalls Sherbakoff Group, LLC | 0.06% | — | 668 | $74K |
| Howe & Rusling Inc. | 0.01% | No change | 668 | $74K |
| Breakwater Investment Management | 0.03% | No change | 654 | $73K |
| Front Row Advisors LLC | 0.03% | No change | 643 | $71K |
| Transce3nd, LLC | 0.03% | Add +129.3% | 626 | $70K |
| Creative Financial Designs Inc. | 0.01% | Reduce -41.1% | 613 | $68K |
| Raffa Wealth Management, LLC | 0.02% | No change | 600 | $67K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 591 | $66K |
| Centricity Wealth Management, LLC | 0.06% | Reduce -26.5% | 566 | $63K |
| Register Financial Advisors LLC | 0.03% | No change | 565 | $63K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 561 | $62K |
| Dogwood Wealth Management LLC | 0.03% | No change | 556 | $62K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 536 | $60K |
| Ballast Advisors LLC | 0.02% | Reduce -30.7% | 531 | $59K |
| Beacon Capital Management, LLC | 0.01% | Reduce -35.3% | 517 | $57K |
| Rothschild Investment LLC | 0.00% | Add +13.3% | 503 | $56K |
| Clean Yield Group | 0.02% | No change | 500 | $56K |
| New Millennium Group LLC | 0.04% | Add +6112.5% | 497 | $55K |
| Elevate Wealth Advisory, Inc. | 0.04% | Reduce -4.3% | 494 | $55K |
| Gen-Wealth Partners Inc | 0.02% | Add +4.8% | 482 | $54K |
| Bfsg, LLC | 0.01% | Add +8.1% | 478 | $53K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -5.4% | 458 | $51K |
| Runnymede Capital Advisors, Inc. | 0.05% | No change | 445 | $49K |
| Y.D. More Investments Ltd | 0.00% | Add +16.2% | 430 | $48K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 405 | $45K |
| Stone House Investment Management, LLC | 0.01% | New | 396 | $44K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 377 | $42K |
| Quadrant Capital Group LLC | 0.00% | No change | 362 | $40K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 350 | $39K |
| Stephens Consulting, LLC | 0.01% | Add +93.7% | 339 | $38K |
| Eastern Bank | 0.00% | No change | 333 | $37K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -74.2% | 333 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | New | 328 | $36K |
| Bessemer Group Inc. | 0.00% | No change | 332 | $36K |
| Rise Advisors, LLC | 0.02% | No change | 320 | $36K |
| Opal Wealth Advisors, LLC | 0.01% | New | 307 | $34K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +5.1% | 307 | $34K |
| CENTRAL TRUST Co | 0.00% | No change | 306 | $34K |
| SJS Investment Consulting Inc. | 0.01% | Add +84.8% | 303 | $34K |
| Biltmore Family Office, LLC | 0.01% | No change | 300 | $33K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -53.3% | 276 | $31K |
| Avalon Trust Co | 0.00% | New | 275 | $31K |
| Rossby Financial, LCC | 0.01% | New | 277 | $30K |
| Sound Income Strategies, LLC | 0.00% | Add +9.9% | 267 | $30K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Reduce -82.2% | 263 | $29K |
| Godsey & Gibb, Inc. | 0.00% | New | 262 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 261 | $29K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 259 | $29K |
| William B. Walkup & Associates, Inc. | 0.02% | No change | 244 | $27K |
| Copia Wealth Management | 0.02% | No change | 242 | $27K |
| Golden State Wealth Management, LLC | 0.00% | Add +295.0% | 237 | $26K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | — | 236 | $26K |
| Lanark Financial, Inc. | 0.00% | — | 240 | $26K |
| Main Street Group, LTD | 0.01% | No change | 226 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 224 | $25K |
| Bangor Savings Bank | 0.00% | Reduce -8.0% | 218 | $24K |
| Friedenthal Financial | 0.01% | Add +16.0% | 217 | $24K |
| NorthRock Partners, LLC | 0.00% | Reduce -12.1% | 210 | $23K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -13.8% | 207 | $23K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 200 | $22K |
| EPG Wealth Management LLC | 0.01% | No change | 198 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +8.2% | 197 | $22K |
| Piscataqua Savings Bank | 0.02% | No change | 184 | $20K |
| Concord Wealth Partners | 0.00% | No change | 167 | $19K |
| Kiker Wealth Management, LLC | 0.01% | Add +3200.0% | 165 | $18K |
| Bare Financial Services, Inc | 0.01% | No change | 158 | $18K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 152 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 151 | $17K |
| Tsfg, LLC | 0.00% | No change | 146 | $16K |
| FSA Wealth Management LLC | 0.01% | No change | 144 | $16K |
| Vermillion Wealth Management, Inc. | 0.00% | No change | 139 | $15K |
| Glassman Wealth Services | 0.00% | No change | 137 | $15K |
| Realta Investment Advisors | 0.01% | Reduce -34.0% | 134 | $15K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $14K |
| St Germain D J Co. Inc. | 0.00% | No change | 125 | $14K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -31.6% | 119 | $13K |
| Integrity Financial Corp | 0.01% | Add +55.3% | 118 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 113 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 113 | $13K |
| Atala Financial Inc | 0.01% | No change | 108 | $12K |
| Nova Wealth Management, Inc. | 0.01% | No change | 103 | $11K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $11K |
| HM Payson & Co. | 0.00% | No change | 100 | $11K |
| MTM Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Tucker Asset Management LLC | 0.00% | Reduce -1.1% | 93 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 92 | $10K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -42.5% | 88 | $10K |
| Woodside Wealth Management LLC | 0.01% | — | 90 | $10K |
| CNB Bank | 0.01% | No change | 90 | $10K |
| Country Trust Bank | 0.00% | No change | 89 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 89 | $10K |
| Insight Inv LLC | 0.01% | No change | 87 | $10K |
| Anchor Investment Management, LLC | 0.00% | Reduce -70.4% | 84 | $9K |
| IAG Wealth Partners, LLC | 0.00% | Add +2.5% | 83 | $9K |
| Olistico Wealth, LLC | 0.01% | No change | 75 | $8K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 74 | $8K |
| Costello Asset Management, INC | 0.00% | New | 66 | $7K |
| TCTC Holdings, LLC | 0.00% | Reduce -96.2% | 66 | $7K |
| Gould Capital, LLC | 0.01% | Reduce -65.6% | 65 | $7K |
| High Note Wealth, LLC | 0.00% | No change | 63 | $7K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 55 | $6K |
| one8zero8, LLC | 0.00% | Reduce -24.7% | 55 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | Reduce -1.8% | 54 | $6K |
| LGT Financial Advisors LLC | 0.02% | Reduce -64.9% | 54 | $6K |
| Collier Financial | 0.01% | New | 53 | $6K |
| Graney & King, LLC | 0.00% | No change | 52 | $6K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -81.8% | 51 | $6K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 46 | $5K |
| Bank of New Hampshire | 0.00% | No change | 46 | $5K |
| Bernard Wealth Management Corp. | 0.00% | New | 45 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 40 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | Add +263.6% | 40 | $4K |
| Financial Perspectives, Inc | 0.00% | No change | 36 | $4K |
| Creekmur Asset Management LLC | 0.00% | No change | 31 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 30 | $3K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -82.0% | 30 | $3K |
| Promus Capital, LLC | 0.00% | No change | 29 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 28 | $3K |
| Investors Research Corp | 0.00% | No change | 28 | $3K |
| North Capital, Inc. | 0.00% | — | 25 | $3K |
| Rosenberg Matthew Hamilton | 0.00% | Reduce -49.0% | 25 | $3K |
| Whittier Trust Co. | 0.00% | No change | 20 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Towne Trust Company, N.A | 0.00% | No change | 18 | $2K |
| Granite Investment Partners, LLC | 0.00% | No change | 18 | $2K |
| Salomon & Ludwin, LLC | 0.00% | No change | 17 | $2K |
| Inlight Wealth Management, LLC | 0.00% | New | 15 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 15 | $2K |
| Global Financial Private Client, LLC | 0.00% | No change | 14 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 13 | $1K |
| Rakuten Securities, Inc. | 0.00% | Reduce -45.0% | 11 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 10 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | Reduce -98.0% | 9 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | New | 14 | $1K |
| Global Wealth Strategies & Associates | 0.00% | No change | 9 | $1K |
| Bellwether Advisors, LLC | 0.00% | No change | 7 | $778 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 7 | $762 |
| 1 North Wealth Services LLC | 0.00% | New | 6 | $683 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 3 | $334 |
| Stonebridge Financial Group, LLC | 0.00% | No change | 2 | $230 |
| PayPay Securities Corp | 0.01% | Reduce -33.3% | 2 | $223 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $99 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $92 |
"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.