iShares Tips Bond ETFTIPETF
13F holders, Q2 2025 (June 30)978holders −25
47new positions
78sold out
4famous investors
$110.03avg. 13F price*
At the end of Q2 2025, 978 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, down 25 from Q1 2025. 47 opened new positions and 78 sold out. The largest holders were Bank of America Corp. ($1.4B), FMR LLC ($696.3M) and Morgan Stanley ($454.9M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $31.2M |
| Exits | 78 | $152.8M |
All 13F filers, Q1 2025 → Q2 2025: 8,296,815 shares bought and 12,167,447 shares sold, net −3,870,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 978 holders
| Bank of America Corp. | 0.12% | Add +11.0% | 12,965,639 | $1.4B |
| FMR LLC | 0.04% | Reduce -36.8% | 6,327,659 | $696.3M |
| Morgan Stanley | 0.03% | Add +5.3% | 4,133,617 | $454.9M |
| HSBC Holdings PLC | 0.21% | Add +4627.6% | 2,910,259 | $320.3M |
| BlackRock, Inc. | 0.00% | Add +6.1% | 2,259,584 | $248.6M |
| Envestnet Asset Management Inc. | 0.07% | Add +0.9% | 2,180,866 | $240.0M |
| UBS Group AG | 0.04% | Add +0.1% | 1,638,519 | $180.3M |
| Ameriprise Financial Inc. | 0.04% | Add +43.0% | 1,388,933 | $153.0M |
| Assetmark, Inc. | 0.34% | Add +4.0% | 1,304,696 | $143.6M |
| FIL Ltd | 0.12% | Reduce -48.8% | 1,256,123 | $138.2M |
| LPL Financial LLC | 0.04% | Add +0.3% | 1,142,416 | $125.7M |
| CI Investments Inc. | 0.47% | Add +33.0% | 1,133,500 | $124.7M |
| Wells Fargo & Company | 0.03% | Add +2.1% | 1,108,043 | $121.9M |
| Evoke Wealth, LLC | 2.74% | Reduce -3.3% | 1,061,353 | $116.8M |
| JPMorgan Chase & Co. | 0.01% | Add +9.7% | 1,030,196 | $113.4M |
| Sumitomo Life Insurance Co. | 7.61% | Reduce -36.5% | 1,020,184 | $112.3M |
| Goldman Sachs Group Inc. | 0.02% | Add +100.5% | 976,512 | $107.5M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.28% | Add +4.7% | 865,363 | $95.2M |
| Man Group plc | 0.20% | Reduce -22.7% | 831,983 | $91.6M |
| WealthNavi Inc. | 0.85% | Reduce -4.1% | 764,530 | $84.1M |
| Pictet Asset Management Holding SA | 0.07% | Add +32.4% | 651,200 | $71.5M |
| Royal Bank of Canada | 0.01% | Add +26.9% | 643,592 | $70.8M |
| Keybank National Association | 0.24% | Add +0.7% | 596,704 | $65.7M |
| Martin & Co. Inc. | 12.06% | Add +0.9% | 595,627 | $65.5M |
| Two Sigma Investments, LP | 0.12% | Reduce -11.6% | 571,200 | $62.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -2.7% | 548,148 | $60.3M |
| Partners Capital Investment Group, LLP | 2.33% | Reduce -48.7% | 524,888 | $57.8M |
| Osaic Holdings, Inc. | 0.09% | Add +63.8% | 480,394 | $53.1M |
| Baldwin Wealth Partners LLC | 3.42% | Reduce -0.2% | 457,224 | $50.3M |
| Northwestern Mutual Wealth Management Co. | 0.04% | Add +1.8% | 444,708 | $48.9M |
| Money Design Co.,Ltd. | 2.27% | Reduce -13.7% | 418,089 | $46.0M |
| Quotient Wealth Partners, LLC | 1.33% | Add +2.0% | 409,268 | $45.0M |
| Dynasty Wealth Management, LLC | 0.76% | Reduce -1.1% | 407,796 | $44.9M |
| Bank of New York Mellon Corp | 0.01% | Add +4.2% | 392,801 | $43.2M |
| Federation des caisses Desjardins du Quebec | 0.19% | Add +35.1% | 389,870 | $42.9M |
| Marshall Wace, LLP | 0.05% | Reduce -43.7% | 387,745 | $42.7M |
| Cambridge Investment Research Advisors, Inc. | 0.13% | Reduce -26.1% | 375,093 | $41.3M |
| 3EDGE Asset Management, LP | 2.52% | Reduce -76.4% | 368,064 | $40.5M |
| One Capital Management, LLC | 1.31% | Add +0.9% | 342,316 | $37.7M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +672.9% | 334,716 | $36.8M |
| Stifel Financial Corp. | 0.04% | Reduce -1.2% | 332,653 | $36.6M |
| Cetera Investment Advisers | 0.06% | Reduce -7.4% | 319,314 | $35.1M |
| Viewpoint Investment Partners Corp. | 19.17% | Reduce -51.3% | 318,500 | $35.0M |
| Arbor Investment Advisors, LLC | 4.43% | Add +2.0% | 314,433 | $34.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -18.1% | 279,755 | $30.8M |
| Dakota Wealth Management | 0.65% | Reduce -0.9% | 279,581 | $30.8M |
| Kwmg, LLC | 2.83% | Reduce -0.7% | 273,799 | $30.1M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.8% | 270,830 | $29.8M |
| TD Waterhouse Canada Inc. | 0.21% | Add +10.9% | 262,330 | $28.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +6.7% | 255,483 | $28.1M |
| MML Investors Services, LLC | 0.08% | Reduce -0.9% | 251,055 | $27.6M |
| Rock Creek Group LLC | 3.22% | Reduce -16.3% | 249,692 | $27.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -38.1% | 244,082 | $26.9M |
| Prudential Financial Inc. | 0.03% | Add +1454.6% | 248,911 | $26.7M |
| Prime Capital Investment Advisors, LLC | 0.32% | Add +1.9% | 221,596 | $24.4M |
| GenTrust, LLC | 1.14% | Reduce -5.6% | 219,734 | $24.2M |
| Rhumbline Advisers | 0.02% | Reduce -25.5% | 202,293 | $22.3M |
| Ethos Financial Group, LLC | 1.68% | Add +21.3% | 176,445 | $19.4M |
| Cypress Capital, LLC | 5.45% | Reduce -1.3% | 170,467 | $18.8M |
| DORVAL Corp | 6.52% | Add +2.1% | 165,549 | $18.2M |
| Cim, LLC | 2.39% | Add +2.3% | 161,155 | $17.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -9.1% | 162,143 | $17.7M |
| Arkansas Financial Group, Inc. | 2.67% | Reduce -2.9% | 156,142 | $17.2M |
| Heartwood Wealth Advisors LLC | 1.76% | Add +0.5% | 153,210 | $16.9M |
| Strategic Investment Advisors / MI | 1.51% | Reduce -10.9% | 141,268 | $15.5M |
| Invst, LLC | 1.91% | Reduce -17.8% | 139,535 | $15.4M |
| Turim 21 Investimentos Ltda. | 3.00% | Add +1.7% | 139,455 | $15.3M |
| Pacific Life Fund Advisors LLC | 1.61% | Reduce -31.7% | 136,930 | $15.1M |
| CW Advisors, LLC | 0.14% | Add +519.1% | 135,078 | $14.9M |
| Lutz Financial Services LLC | 1.15% | Reduce -1.1% | 134,843 | $14.8M |
| Pure Financial Advisors, LLC | 0.26% | Reduce -3.8% | 133,971 | $14.7M |
| Mariner, LLC | 0.02% | Add +0.4% | 128,533 | $14.1M |
| RTD Financial Advisors, Inc. | 1.80% | Reduce -2.2% | 127,659 | $14.0M |
| Horizon Investments, LLC | 0.22% | Add +11.4% | 126,854 | $13.9M |
| Truist Financial Corp. | 0.02% | Reduce -3.2% | 125,526 | $13.8M |
| Meridian Management Co. | 3.49% | Add +15.5% | 116,280 | $12.8M |
| Buck Wealth Strategies, LLC | 1.93% | Add +5.1% | 115,181 | $12.7M |
| Sequent Planning LLC | 3.87% | Add +6.5% | 111,102 | $12.2M |
| Net Worth Advisory Group | 2.68% | Add +1.7% | 109,982 | $12.1M |
| Independence Financial Advisors, LLC | 4.68% | Add +4.7% | 109,283 | $12.0M |
| BlueSky Wealth Advisors, LLC | 1.74% | Reduce -2.8% | 108,741 | $12.0M |
| Twin Focus Capital Partners, LLC | 1.66% | Reduce -0.8% | 107,631 | $11.8M |
| Fischer Financial Services, Inc. | 3.43% | Add +2.7% | 106,016 | $11.7M |
| Ted Buchan & Co | 4.61% | Add +7.0% | 105,471 | $11.6M |
| Wealth Forward, LLC | 7.68% | Add +0.8% | 103,930 | $11.4M |
| Lido Advisors, LLC | 0.06% | Add +223.2% | 102,379 | $11.3M |
| Neuberger Berman Group LLC | 0.01% | Reduce -1.8% | 102,028 | $11.2M |
| Verger Capital Management LLC | 4.33% | Reduce -0.1% | 99,906 | $11.0M |
| SG Americas Securities, LLC | 0.05% | Reduce -65.9% | 99,294 | $10.9M |
| Focus Partners Wealth | 0.02% | Add +0.4% | 97,332 | $10.7M |
| Creative Planning | 0.01% | Reduce -5.7% | 96,262 | $10.6M |
| Dark Forest Capital Management LP | 0.41% | New | 91,743 | $10.1M |
| Bokf, NA | 0.16% | Reduce -0.1% | 90,872 | $10.0M |
| BNP Paribas Financial Markets | 0.01% | Add +19.0% | 90,733 | $10.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Reduce -8.0% | 90,000 | $9.9M |
| Equitable Holdings, Inc. | 0.08% | Add +2.1% | 89,761 | $9.9M |
| NorthCoast Asset Management LLC | 0.04% | Add +53.6% | 89,219 | $9.8M |
| Shilanski & Associates, Inc. | 2.80% | Add +2.2% | 89,180 | $9.8M |
| Guggenheim Capital LLC | 0.08% | Reduce -4.5% | 88,469 | $9.7M |
| Citigroup Inc. | 0.01% | Reduce -11.0% | 88,161 | $9.7M |
| Family Firm, Inc. | 2.33% | Reduce -0.8% | 88,034 | $9.7M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -10.3% | 85,877 | $9.4M |
| First National Bank & Trust Co. of Newtown | 1.89% | Reduce -0.7% | 85,755 | $9.4M |
| White Pine Investment CO | 2.35% | Add +4.4% | 85,650 | $9.4M |
| Fulton Breakefield Broenniman LLC | 0.62% | Reduce -4.5% | 83,118 | $9.1M |
| Tme Financial, Inc. | 7.26% | Add +19.2% | 81,607 | $9.0M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -24.8% | 81,558 | $9.0M |
| Charles Schwab Trust Co | 0.67% | Reduce -2.5% | 81,235 | $8.9M |
| Crabel Capital Management, LLC | 5.47% | Add +56.6% | 81,177 | $8.9M |
| Avantax Advisory Services, Inc. | 0.05% | Add +45.2% | 77,731 | $8.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -5.0% | 75,551 | $8.3M |
| Renaissance Technologies | 0.01% | Add +287.6% | 75,200 | $8.3M |
| Asset Management Group, Inc. | 1.44% | Add +0.1% | 75,103 | $8.3M |
| Dai-ichi Life Holdings, Inc. | 9.57% | Add +16.3% | 74,546 | $8.2M |
| Frontier Asset Management, LLC | 2.22% | Reduce -1.7% | 74,138 | $8.2M |
| First Trust Advisors LP | 0.01% | Reduce -0.8% | 73,445 | $8.1M |
| Spire Wealth Management | 0.29% | Reduce -12.9% | 72,979 | $8.0M |
| One Wealth Map LLC | 4.38% | Add +6.8% | 72,508 | $8.0M |
| Rathbones Group PLC | 0.03% | Reduce -4.9% | 72,005 | $7.9M |
| Guardian Partners Inc. | 0.69% | Reduce -16.6% | 70,616 | $7.7M |
| Camden National Bank | 1.08% | Add +6.5% | 68,398 | $7.5M |
| Easterly Investment Partners LLC | 0.54% | Reduce -1.4% | 68,080 | $7.5M |
| Blair William & Co. | 0.02% | Reduce -14.7% | 66,708 | $7.3M |
| Principal Securities, Inc. | 0.14% | Add +3.8% | 65,913 | $7.3M |
| Stablepoint Partners, LLC | 1.22% | Reduce -2.0% | 65,210 | $7.2M |
| Global Endowment Management, LP | 0.95% | Add +4.3% | 65,197 | $7.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -7.3% | 64,659 | $7.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -17.3% | 64,398 | $7.1M |
| Full Sail Capital, LLC | 0.40% | Reduce -1.0% | 62,773 | $6.9M |
| Semmax Financial Advisors Inc. | 1.78% | Add +3.1% | 62,515 | $6.9M |
| Ssa Swiss Advisors AG | 3.28% | Reduce -3.3% | 61,999 | $6.8M |
| OneDigital Investment Advisors LLC | 0.08% | Reduce -1.3% | 61,709 | $6.8M |
| Mackenzie Financial Corp. | 0.01% | Add +11.3% | 60,100 | $6.6M |
| Fairview Capital Investment Management, LLC | 0.34% | Add +8.3% | 59,999 | $6.6M |
| Financial & Tax Architects, LLC | 1.52% | Reduce -2.8% | 56,878 | $6.3M |
| Axos Invest Inc. | 4.64% | Reduce -2.5% | 55,880 | $6.1M |
| CoreCap Advisors, LLC | 0.25% | Add +5.0% | 55,320 | $6.1M |
| Connable Office Inc. | 0.60% | Add +0.6% | 55,018 | $6.1M |
| Horizons Wealth Management | 4.34% | Reduce -1.6% | 54,456 | $6.0M |
| Stelac Advisory Services LLC | 2.27% | Reduce -3.0% | 54,234 | $6.0M |
| Rather & Kittrell, Inc. | 1.18% | Add +0.4% | 54,067 | $5.9M |
| Cerity Partners LLC | 0.01% | Reduce -55.8% | 54,007 | $5.9M |
| Cwm, LLC | 0.02% | Add +3.4% | 53,359 | $5.9M |
| Hillcrest Wealth Advisors - NY, LLC | 2.75% | Reduce -3.9% | 53,085 | $5.8M |
| Parallel Advisors, LLC | 0.12% | Reduce -2.2% | 53,084 | $5.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -75.8% | 53,013 | $5.8M |
| Curbstone Financial Management Corp | 1.19% | Add +1.1% | 52,504 | $5.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.7% | 52,128 | $5.7M |
| Brightwater Advisory LLC | 4.12% | Reduce -0.0% | 52,022 | $5.7M |
| Slow Capital, Inc. | 0.70% | Add +0.7% | 51,830 | $5.7M |
| Sterling Investment Advisors LLC | 2.97% | Add +2.4% | 51,757 | $5.7M |
| Great Valley Advisor Group, Inc. | 0.13% | Reduce -18.8% | 51,595 | $5.7M |
| D.A. Davidson & Co. | 0.04% | Reduce -43.5% | 50,928 | $5.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.09% | Add +20.0% | 50,811 | $5.6M |
| Sound Stewardship, LLC | 2.88% | Add +3.1% | 50,756 | $5.6M |
| Tidal Investments LLC | 0.04% | Add +190.4% | 50,706 | $5.6M |
| Capitolis Liquid Global Markets LLC | 0.04% | Reduce -50.0% | 50,000 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -7.0% | 49,923 | $5.5M |
| Mustico Financial Group, Inc. | 4.92% | — | 48,260 | $5.3M |
| Cranbrook Wealth Management, LLC | 1.11% | Reduce -6.4% | 47,395 | $5.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.06% | Add +4.7% | 47,036 | $5.2M |
| Comerica Bank | 0.02% | Add +2.9% | 46,695 | $5.1M |
| Insight Wealth Partners, LLC | 2.85% | Add +0.9% | 46,639 | $5.1M |
| Sage Capital Advisors,llc | 1.26% | Reduce -11.7% | 46,289 | $5.1M |
| Composition Wealth, LLC | 0.08% | Reduce -1.4% | 44,509 | $4.9M |
| Welch & Forbes LLC | 0.06% | Add +9.8% | 44,482 | $4.9M |
| Phillips Financial Management, LLC | 0.35% | Reduce -1.3% | 43,403 | $4.8M |
| M&T Bank Corp | 0.02% | Add +5.5% | 43,006 | $4.7M |
| MRWM Advisors, LLC | 2.95% | Reduce -2.7% | 42,867 | $4.7M |
| Lodestar Private Asset Management LLC | 0.54% | Add +11.3% | 42,232 | $4.6M |
| First Horizon Advisors, Inc. | 0.12% | Reduce -15.3% | 42,034 | $4.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.7% | 41,940 | $4.6M |
| Commerce Bank | 0.03% | Reduce -1.3% | 41,805 | $4.6M |
| Tiaa Trust, National Association | 0.01% | Reduce -44.9% | 41,559 | $4.6M |
| Fermata Advisors, LLC | 1.19% | Reduce -1.1% | 40,601 | $4.5M |
| Signature Wealth Management Group | 1.76% | Add +0.4% | 40,504 | $4.5M |
| Corient Private Wealth LP | 0.01% | Reduce -60.3% | 39,206 | $4.3M |
| Money Concepts Capital Corp. | 0.28% | Add +3.1% | 37,386 | $4.1M |
| Wealthspire Retirement, LLC | 0.27% | Add +205.4% | 37,257 | $4.1M |
| Franklin Resources Inc. | 0.00% | Reduce -3.6% | 37,124 | $4.1M |
| US Bancorp \de | 0.01% | Reduce -3.2% | 36,876 | $4.1M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Add +11.7% | 36,854 | $4.1M |
| Captrust Financial Advisors | 0.01% | Add +9.7% | 36,567 | $4.0M |
| Evergreen Capital Management LLC | 0.12% | Add +5.5% | 36,440 | $4.0M |
| Modera Wealth Management, LLC | 0.05% | Reduce -3.1% | 35,692 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +7.6% | 35,530 | $3.9M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +17.3% | 35,529 | $3.9M |
| Rothschild Wealth LLC | 0.95% | Add +1.0% | 35,063 | $3.9M |
| IFP Advisors, Inc | 0.11% | Reduce -1.5% | 34,840 | $3.8M |
| Transamerica Financial Advisors, LLC | 0.36% | Add +1.6% | 34,492 | $3.8M |
| Modern Wealth Management, LLC | 0.09% | Add +348.1% | 34,322 | $3.8M |
| Impact Partnership Wealth, LLC | 0.70% | Add +11.4% | 34,321 | $3.8M |
| Cornerstone Financial Group, LLC | 3.21% | Add +1.3% | 34,302 | $3.8M |
| NewEdge Advisors, LLC | 0.02% | Add +5.3% | 33,907 | $3.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -6.4% | 33,638 | $3.7M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.32% | Add +0.8% | 33,522 | $3.7M |
| Sykon Capital LLC | 1.34% | Add +7.8% | 33,348 | $3.7M |
| Stephenson & Company, Inc. | 2.22% | Add +9.3% | 33,215 | $3.7M |
| Foster & Motley Inc. | 0.21% | Reduce -3.4% | 33,203 | $3.7M |
| Wealthedge Investment Advisors, LLC | 1.51% | Add +76.0% | 32,890 | $3.6M |
| Waverly Advisors, LLC | 0.04% | Add +0.7% | 32,290 | $3.6M |
| PKS Advisory Services, LLC | 0.87% | Add +14.2% | 31,883 | $3.5M |
| Summit Financial, LLC | 0.08% | Reduce -3.5% | 31,847 | $3.5M |
| Jones Financial Companies LLLP | 0.00% | Add +4.4% | 31,520 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.8% | 31,214 | $3.4M |
| Insigneo Advisory Services, LLC | 0.29% | Add +17.6% | 31,103 | $3.4M |
| Fortitude Family Office, LLC | 1.12% | Reduce -14.2% | 30,872 | $3.4M |
| Alliance Wealth Advisors, LLC | 0.82% | Reduce -65.4% | 30,818 | $3.4M |
| RFG Advisory, LLC | 0.08% | Reduce -17.6% | 30,755 | $3.4M |
| Adirondack Trust Co. | 1.22% | Reduce -6.2% | 30,579 | $3.4M |
| Level Four Advisory Services, LLC | 0.12% | Add +106.9% | 30,086 | $3.3M |
| Bragg Financial Advisors, Inc | 0.12% | Add +0.0% | 30,039 | $3.3M |
| Sigma Investment Counselors Inc. | 0.18% | Add +5.9% | 29,871 | $3.3M |
| Nwam LLC | 0.19% | Add +8.3% | 29,741 | $3.3M |
| Sigma Planning Corp | 0.10% | Reduce -3.9% | 29,519 | $3.2M |
| James Investment Research, Inc. | 0.38% | Reduce -15.5% | 29,370 | $3.2M |
| Exencial Wealth Advisors, LLC | 0.11% | Add +0.9% | 29,227 | $3.2M |
| AMG National Trust Bank | 0.08% | Reduce -7.6% | 28,775 | $3.2M |
| Minot DeBlois Advisors LLC | 3.00% | Add +23.1% | 28,748 | $3.2M |
| SigFig Wealth Management, LLC | 0.10% | Reduce -3.5% | 28,344 | $3.1M |
| Sage Financial Group Inc. | 0.23% | Reduce -2.1% | 27,779 | $3.1M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -0.1% | 27,507 | $3.0M |
| Ameraudi Asset Management, Inc. | 1.54% | Add +5.4% | 26,748 | $2.9M |
| Bank of Montreal | 0.00% | Add +3.3% | 26,530 | $2.9M |
| Barclays PLC | 0.00% | Reduce -7.6% | 26,514 | $2.9M |
| Peak Financial Management, Inc. | 0.83% | Reduce -24.0% | 26,464 | $2.9M |
| Coastal Bridge Advisors, LLC | 0.24% | New | 26,134 | $2.9M |
| Heritage Trust Co | 0.33% | Reduce -0.5% | 26,043 | $2.9M |
| Chicago Partners Investment Group LLC | 0.08% | Add +48.0% | 26,128 | $2.9M |
| Arax Advisory Partners | 0.13% | Reduce -8.4% | 21,465 | $2.8M |
| Samalin Investment Counsel, LLC | 1.08% | Reduce -2.1% | 25,396 | $2.8M |
| NorthCrest Asset Manangement, LLC | 0.07% | Reduce -3.1% | 25,512 | $2.8M |
| Curran Financial Partners, LLC | 0.61% | Reduce -50.8% | 25,284 | $2.8M |
| Scratch Capital LLC | 2.26% | Add +0.1% | 25,252 | $2.8M |
| Savant Capital, LLC | 0.02% | Add +2.0% | 24,855 | $2.7M |
| CFS Investment Advisory Services, LLC | 0.22% | Add +5.1% | 24,714 | $2.7M |
| KMG Fiduciary Partners, LLC | 0.20% | Add +5.0% | 24,381 | $2.7M |
| Lyell Wealth Management, LP | 0.21% | Add +0.4% | 24,308 | $2.7M |
| United Services Automobile Association | 0.28% | Reduce -43.6% | 24,230 | $2.7M |
| Cibc World Market Inc. | 0.01% | Reduce -2.3% | 24,178 | $2.7M |
| Stone Summit Wealth LLC | 0.81% | Add +7.0% | 23,617 | $2.6M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -0.1% | 23,565 | $2.6M |
| Cordant, Inc. | 1.24% | Add +1.8% | 23,404 | $2.6M |
| Retirement Capital Strategies | 0.99% | New | 22,767 | $2.5M |
| Patten Group, Inc. | 0.53% | Add +74.3% | 22,715 | $2.5M |
| Edgestream Partners, L.P. | 0.07% | New | 22,682 | $2.5M |
| Ti-Trust, Inc. | 1.63% | Reduce -0.9% | 22,153 | $2.4M |
| Hughes Financial Services, LLC | 0.42% | Add +0.3% | 21,979 | $2.4M |
| Ascent Wealth Partners, LLC | 0.30% | Reduce -8.7% | 21,846 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -8.1% | 21,787 | $2.4M |
| Private Advisory Group LLC | 0.22% | Reduce -3.5% | 21,764 | $2.4M |
| Advisory Services Network, LLC | 0.04% | Add +83.5% | 21,677 | $2.4M |
| Wallace Advisory Group, LLC | 1.72% | Add +102.8% | 21,273 | $2.4M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -1.6% | 21,226 | $2.3M |
| Valpey Financial Services, LLC | 1.60% | — | 21,077 | $2.3M |
| Deutsche Bank AG | 0.00% | Add +1.7% | 20,972 | $2.3M |
| Golden Bell Financial Planning LLC | 2.17% | Reduce -5.1% | 20,961 | $2.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.15% | Reduce -9.8% | 20,245 | $2.2M |
| Bull Street Advisors, LLC | 1.07% | Reduce -6.9% | 20,178 | $2.2M |
| HRT Financial LP | 0.01% | New | 20,058 | $2.2M |
| Texas Bank & Trust Co | 0.88% | Add +21.7% | 20,021 | $2.2M |
| Hilltop Holdings Inc. | 0.14% | Add +40.2% | 19,840 | $2.2M |
| WealthCollab, LLC | 1.22% | Reduce -0.2% | 19,691 | $2.2M |
| Larson Financial Group LLC | 0.09% | Reduce -7.6% | 19,408 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -2.1% | 19,326 | $2.1M |
| Brookwood Investment Group LLC | 0.34% | Reduce -0.3% | 19,272 | $2.1M |
| Mason Investment Advisory Services, Inc. | 0.12% | Add +496.5% | 19,208 | $2.1M |
| W1M Asset Management Ltd | 0.15% | No change | 18,576 | $2.0M |
| Ausdal Financial Partners, Inc. | 0.14% | Reduce -3.1% | 18,506 | $2.0M |
| Mgo One Seven LLC | 0.07% | Reduce -4.4% | 18,499 | $2.0M |
| Fortune Financial Advisors, LLC | 1.63% | Add +0.3% | 18,411 | $2.0M |
| Mutual Advisors, LLC | 0.05% | Reduce -1.7% | 18,417 | $2.0M |
| Independent Family Office, LLC | 0.92% | No change | 17,936 | $2.0M |
| Cambridge Associates LLC /Ma/ | 0.04% | Reduce -83.9% | 17,842 | $2.0M |
| WASHINGTON TRUST Co | 0.07% | Reduce -3.1% | 17,588 | $1.9M |
| Arete Wealth Advisors, LLC | 0.14% | Reduce -55.7% | 17,289 | $1.9M |
| TD Private Client Wealth LLC | 0.05% | Add +2.3% | 17,278 | $1.9M |
| Gibraltar Capital Management, Inc. | 0.37% | Add +0.1% | 17,225 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | No change | 17,179 | $1.9M |
| Betterment LLC | 0.00% | Add +2.7% | 17,156 | $1.9M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.7% | 17,149 | $1.9M |
| Zhang Financial LLC | 0.09% | Reduce -10.3% | 16,920 | $1.9M |
| Visionary Wealth Advisors | 0.10% | Reduce -7.7% | 16,900 | $1.9M |
| Leavell Investment Management, Inc. | 0.08% | Add +493.3% | 16,880 | $1.9M |
| Simon Quick Advisors, LLC | 0.09% | Add +57.8% | 16,852 | $1.9M |
| Invictus Private Wealth, LLC | 0.13% | Add +44.4% | 16,600 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -47.0% | 16,580 | $1.8M |
| National Bank of Canada | 0.00% | Add +54.2% | 16,532 | $1.8M |
| AE Wealth Management LLC | 0.01% | Reduce -19.9% | 16,464 | $1.8M |
| Choreo, LLC | 0.03% | Add +43.5% | 16,340 | $1.8M |
| Calton & Associates, Inc. | 0.31% | Add +13.9% | 16,101 | $1.8M |
| PFG Investments, LLC | 0.10% | Add +29.1% | 16,084 | $1.8M |
| Ellis Investment Partners, LLC | 0.34% | Reduce -3.7% | 16,059 | $1.8M |
| Cannon Financial Strategists, Inc. | 0.28% | Reduce -12.9% | 15,971 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.39% | Add +7.3% | 15,941 | $1.8M |
| Brass Tax Wealth Management, Inc. | 0.33% | Reduce -3.6% | 15,799 | $1.7M |
| Pure Portfolios Holdings LLC | 0.59% | Add +10.8% | 15,701 | $1.7M |
| Allworth Financial LP | 0.01% | Reduce -10.4% | 15,674 | $1.7M |
| Snowden Capital Advisors LLC | 0.05% | Reduce -9.7% | 15,659 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Reduce -2.8% | 15,616 | $1.7M |
| Foundation Wealth Management, LLC\PA | 0.74% | Reduce -6.7% | 15,614 | $1.7M |
| Sterling Financial Planning, Inc. | 0.57% | Reduce -1.9% | 15,566 | $1.7M |
| Darden Wealth Group Inc | 1.03% | Reduce -3.1% | 15,454 | $1.7M |
| City State Bank | 0.52% | Reduce -1.9% | 15,180 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -1.3% | 15,225 | $1.7M |
| Climber Capital SA | 1.06% | Add +13.6% | 15,180 | $1.7M |
| American Investment Services, Inc. | 0.42% | Reduce -15.7% | 15,023 | $1.7M |
| Trust Co. of Toledo NA | 0.18% | New | 15,008 | $1.7M |
| Addison Capital Co | 0.57% | Add +16.4% | 14,996 | $1.7M |
| Archvest Wealth Advisors, Inc. | 1.43% | Add +2.8% | 14,897 | $1.6M |
| Pflug Koory, LLC | 0.83% | Reduce -3.2% | 14,861 | $1.6M |
| Financial Advocates Investment Management | 0.13% | Reduce -2.1% | 14,843 | $1.6M |
| CPA Asset Management Group, LLC | 0.68% | No change | 14,657 | $1.6M |
| Independent Financial Group, LLC | 0.04% | Reduce -0.2% | 14,627 | $1.6M |
| Procyon Advisors, LLC | 0.15% | Reduce -7.4% | 14,611 | $1.6M |
| Avalon Capital Management | 0.43% | Add +295.6% | 14,606 | $1.6M |
| Alesco Advisors, LLC, An ESL Co | 0.05% | Reduce -1.5% | 14,479 | $1.6M |
| Blue Fin Capital, Inc. | 0.27% | Reduce -4.3% | 14,465 | $1.6M |
| SouthState Bank Corp | 0.07% | Reduce -3.1% | 14,443 | $1.6M |
| Spring Capital Management, LLC | 0.83% | Add +1.4% | 14,386 | $1.6M |
| Harbour Investments, Inc. | 0.04% | Reduce -6.8% | 14,287 | $1.6M |
| Founders Financial Securities LLC | 0.12% | Reduce -25.0% | 14,125 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -2.6% | 13,997 | $1.5M |
| Edmond DE Rothschild Holding S.A. | 0.02% | Reduce -40.9% | 13,943 | $1.5M |
| Fairway Wealth LLC | 0.49% | Add +9.5% | 13,934 | $1.5M |
| Brighton Jones LLC | 0.04% | Add +0.2% | 13,906 | $1.5M |
| First American Trust, FSB | 0.12% | Add +13.9% | 13,794 | $1.5M |
| E&G Advisors, LLC | 0.39% | Reduce -8.3% | 13,737 | $1.5M |
| Fiducient Advisors LLC | 0.18% | Add +0.7% | 13,725 | $1.5M |
| Biondo Investment Advisors, LLC | 0.20% | Add +3.1% | 13,696 | $1.5M |
| VestGen Investment Management | 1.07% | Reduce -7.9% | 13,544 | $1.5M |
| Portside Wealth Group, LLC | 0.22% | Reduce -74.2% | 13,430 | $1.5M |
| William Howard & Co Financial Advisors Inc | 1.27% | Reduce -9.0% | 13,251 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +67.6% | 13,225 | $1.5M |
| Whalen Wealth Management Inc. | 0.90% | Add +101.9% | 13,044 | $1.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -30.2% | 12,946 | $1.4M |
| Brookstone Capital Management | 0.02% | Reduce -0.8% | 12,935 | $1.4M |
| GTS Securities LLC | 0.06% | Reduce -53.8% | 12,824 | $1.4M |
| MAI Capital Management | 0.01% | Add +12.8% | 12,724 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -2.5% | 12,636 | $1.4M |
| Atlantic Union Bankshares Corp | 0.03% | New | 12,601 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -24.1% | 12,596 | $1.4M |
| Freedom Investment Management, Inc. | 0.11% | Reduce -5.4% | 12,557 | $1.4M |
| 180 Wealth Advisors, LLC | 0.19% | Reduce -6.4% | 12,538 | $1.4M |
| CreativeOne Wealth, LLC | 0.04% | Add +11.2% | 12,281 | $1.4M |
| Avos Capital Management, LLC | 0.77% | Reduce -45.2% | 12,276 | $1.4M |
| Marshall Financial Group Inc. | 0.40% | Add +3.6% | 12,241 | $1.3M |
| SBI Securities Co., Ltd. | 0.04% | Add +3.8% | 12,232 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Add +72.1% | 11,683 | $1.3M |
| Arrow Investment Advisors, LLC | 1.24% | No change | 11,631 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.5% | 11,593 | $1.3M |
| Trek Financial, LLC | 0.09% | Reduce -61.5% | 11,570 | $1.3M |
| Grey Fox Wealth Advisors, LLC | 0.30% | Reduce -0.1% | 11,541 | $1.3M |
| Madden Advisory Services, Inc. | 0.53% | Reduce -1.0% | 11,338 | $1.2M |
| OneAscent Financial Services LLC | 0.09% | Reduce -63.7% | 11,334 | $1.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +252.5% | 11,233 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.6% | 11,167 | $1.2M |
| Courier Capital LLC | 0.07% | Reduce -14.2% | 11,077 | $1.2M |
| Compagnie Lombard Odier SCmA | 0.02% | No change | 10,990 | $1.2M |
| Milestones Private Investment Advisors LLC | 0.89% | — | 10,913 | $1.2M |
| Family Legacy Financial Solutions, LLC | 1.01% | — | 10,816 | $1.2M |
| Wesbanco Bank Inc. | 0.04% | Reduce -4.7% | 10,779 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Reduce -6.0% | 10,748 | $1.2M |
| Bearing Point Capital, LLC | 0.22% | Add +2.9% | 10,707 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.1% | 10,630 | $1.2M |
| Sovereign Financial Group, Inc. | 0.24% | Reduce -5.7% | 10,624 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +4.3% | 10,600 | $1.2M |
| Patton Albertson Miller Group, LLC | 0.15% | Reduce -14.1% | 10,531 | $1.2M |
| Arcataur Capital Management LLC | 0.36% | Reduce -1.9% | 10,504 | $1.2M |
| Chemistry Wealth Management LLC | 0.25% | Add +1.9% | 10,446 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.08% | Reduce -8.3% | 10,376 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Add +4.5% | 10,313 | $1.1M |
| Jacobi Capital Management LLC | 0.08% | Add +0.2% | 10,276 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +2.0% | 10,274 | $1.1M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -18.4% | 10,025 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.0% | 9,985 | $1.1M |
| BOS Asset Management, LLC | 0.35% | Reduce -0.5% | 9,979 | $1.1M |
| Bank of Marin | 0.83% | Reduce -2.1% | 9,961 | $1.1M |
| American Financial Advisors, LLC | 0.15% | Add +0.8% | 9,819 | $1.1M |
| Willow Creek Wealth Management Inc. | 0.10% | Reduce -1.1% | 9,817 | $1.1M |
| Interactive Financial Advisors, Inc. | 0.53% | Reduce -3.2% | 9,799 | $1.1M |
| StoneX Group Inc. | 0.05% | Reduce -6.4% | 9,769 | $1.1M |
| Performance Wealth Partners, LLC | 0.03% | Reduce -1.1% | 9,740 | $1.1M |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -28.3% | 9,623 | $1.1M |
| Compound Planning, Inc. | 0.04% | Reduce -2.5% | 9,535 | $1.0M |
| CWC Advisors, LLC. | 0.54% | Add +5.6% | 9,462 | $1.0M |
| Kovack Advisors, Inc. | 0.10% | Add +0.1% | 9,460 | $1.0M |
| Fox Hill Wealth Management | 0.53% | Reduce -1.4% | 9,458 | $1.0M |
| Northwest Wealth Management, LLC | 0.19% | Add +1.1% | 9,353 | $1.0M |
| Fiduciary Financial Group, LLC | 0.19% | Reduce -1.9% | 9,358 | $1.0M |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -0.5% | 9,241 | $1.0M |
| National Philanthropic Trust | 0.01% | No change | 9,201 | $1.0M |
| Sepio Capital, LP | 0.07% | Add +4.4% | 9,183 | $1.0M |
| Synovus Financial Corp. | 0.01% | Add +0.9% | 9,171 | $1.0M |
| Promus Capital, LLC | 0.65% | Add +31437.9% | 9,146 | $1.0M |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.5% | 9,116 | $1.0M |
| Merit Financial Group, LLC | 0.01% | Add +10.0% | 9,082 | $999K |
| Millennium Management | 0.00% | Reduce -56.8% | 9,053 | $996K |
| Graypoint LLC | 0.06% | No change | 9,050 | $996K |
| Mma Asset Management LLC | 0.38% | New | 9,043 | $995K |
| TFB Advisors LLC | 0.26% | Reduce -5.2% | 9,034 | $994K |
| Christensen, King & Associates Investment Services, Inc. | 0.46% | Reduce -2.9% | 9,027 | $993K |
| Unique Wealth Strategies, LLC | 0.42% | Add +3.4% | 9,018 | $992K |
| Garner Asset Management Corp | 0.46% | Add +6.5% | 9,001 | $990K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -0.4% | 8,908 | $980K |
| Shayne & Jacobs, LLC | 0.32% | No change | 8,880 | $977K |
| Aviance Capital Partners, LLC | 0.13% | Reduce -3.7% | 8,734 | $961K |
| Fifth Third Bancorp | 0.00% | Reduce -5.5% | 8,690 | $956K |
| Keel Point, LLC | 0.06% | Add +0.1% | 8,666 | $954K |
| Townsquare Capital LLC | 0.09% | Reduce -97.0% | 8,622 | $949K |
| Apella Capital, LLC | 0.03% | Reduce -5.5% | 8,649 | $945K |
| Seldon Capital LP | 0.41% | No change | 8,515 | $937K |
| Fund Evaluation Group, LLC | 0.04% | Add +24.6% | 8,505 | $936K |
| Parkside Financial Bank & Trust | 0.10% | Add +1.8% | 8,492 | $934K |
| Palisade Asset Management, LLC | 0.09% | Add +0.1% | 8,475 | $933K |
| Soltis Investment Advisors LLC | 0.07% | Reduce -5.5% | 8,459 | $931K |
| Gould Asset Management LLC | 0.18% | Add +7.6% | 8,172 | $899K |
| Smith, Moore & Co. | 0.07% | Add +1.1% | 8,092 | $890K |
| IHT Wealth Management, LLC | 0.02% | Add +9.5% | 8,076 | $889K |
| Renasant Bank | 0.59% | Reduce -35.8% | 8,072 | $888K |
| Northern Trust Corp. | 0.00% | Reduce -13.2% | 8,063 | $887K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Reduce -0.0% | 8,043 | $885K |
| Norden Group LLC | 0.10% | Reduce -49.0% | 8,041 | $885K |
| Park Place Capital Corp | 0.20% | Reduce -35.9% | 8,024 | $879K |
| FineMark National Bank & Trust | 0.03% | Reduce -0.6% | 7,913 | $871K |
| Chapin Davis, Inc. | 0.24% | Add +0.0% | 7,861 | $865K |
| Itau Unibanco Holding S.A. | 0.03% | Add +106.8% | 7,790 | $857K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.1% | 7,780 | $856K |
| Klingenstein Fields & Co. LP | 0.03% | Reduce -2.9% | 7,770 | $855K |
| Bigelow Investment Advisors, LLC | 0.37% | Reduce -0.6% | 7,688 | $846K |
| &partners | 0.01% | Add +26.7% | 7,679 | $845K |
| Duncker Streett & Co. Inc. | 0.15% | Add +0.4% | 7,596 | $836K |
| Capital Analysts, LLC | 0.03% | Reduce -0.6% | 7,540 | $829K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -5.3% | 7,513 | $827K |
| Sowell Financial Services LLC | 0.03% | Reduce -2.4% | 7,482 | $823K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.3% | 7,412 | $816K |
| Slocum, Gordon & Co LLP | 0.65% | New | 7,369 | $811K |
| Tritonpoint Wealth, LLC | 0.07% | Reduce -0.2% | 7,341 | $808K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -39.9% | 7,285 | $802K |
| Note Advisors, LLC | 0.55% | Reduce -0.5% | 7,249 | $798K |
| Gill Capital Partners, LLC | 0.26% | Reduce -3.4% | 7,236 | $796K |
| Farrell Financial LLC | 0.53% | Add +3.5% | 7,207 | $793K |
| Glenview Trust Co | 0.01% | Add +26.6% | 7,186 | $791K |
| Busey Bank | 0.02% | No change | 7,172 | $789K |
| GeoWealth Management, LLC | 0.03% | Add +0.9% | 7,150 | $787K |
| Discovery Capital Management, LLC / CT | 0.06% | Add +2.2% | 7,138 | $785K |
| Global Retirement Partners, LLC | 0.02% | — | 7,095 | $781K |
| Atlas Brown,Inc. | 0.25% | Add +8.4% | 7,085 | $780K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -75.4% | 7,079 | $779K |
| Wellington Shields & Co., LLC | 0.22% | No change | 7,067 | $778K |
| Garde Capital, Inc. | 0.04% | Add +9.2% | 7,060 | $777K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,050 | $776K |
| Austin Asset Management Co Inc | 0.16% | Add +1.3% | 6,961 | $766K |
| Daymark Wealth Partners, LLC | 0.03% | Add +1.3% | 6,946 | $764K |
| DMC Group, LLC | 0.59% | No change | 6,932 | $763K |
| Park Avenue Securities LLC | 0.01% | Reduce -9.3% | 6,927 | $762K |
| Alpha Cubed Investments, LLC | 0.03% | Reduce -18.3% | 6,914 | $761K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -0.4% | 6,872 | $756K |
| Chesley Taft & Associates LLC | 0.03% | No change | 6,859 | $755K |
| Cresset Asset Management, LLC | 0.00% | Reduce -10.1% | 6,786 | $747K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.6% | 6,748 | $743K |
| First National Trust Co | 0.03% | Reduce -3.4% | 6,715 | $739K |
| Planned Solutions, Inc. | 0.28% | Reduce -5.0% | 6,707 | $738K |
| Certior Financial Group, LLC | 0.56% | Reduce -82.7% | 6,682 | $735K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 6,674 | $734K |
| Columbus Macro, LLC | 0.09% | New | 6,669 | $734K |
| Atwater Malick LLC | 0.23% | Reduce -6.1% | 6,573 | $723K |
| Balefire, LLC | 0.16% | Add +175.8% | 6,569 | $723K |
| Westfuller Advisors, LLC | 0.41% | Reduce -5.0% | 6,560 | $722K |
| WealthTrust Axiom LLC | 0.21% | No change | 6,500 | $715K |
| First United Bank & Trust | 0.25% | Add +44.5% | 6,450 | $710K |
| Inscription Capital, LLC | 0.10% | Reduce -12.8% | 6,380 | $702K |
| Awm Capital, LLC | 0.07% | Reduce -5.0% | 6,377 | $702K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +3.4% | 6,367 | $701K |
| Red Wave Investments LLC | 0.23% | Reduce -0.1% | 6,360 | $700K |
| Bath Savings Trust Co | 0.07% | Reduce -4.6% | 6,338 | $697K |
| Clear Investment Research, LLC | 0.87% | Add +3.2% | 6,302 | $694K |
| Safeguard Investment Advisory Group, LLC | 0.17% | Reduce -0.6% | 6,235 | $686K |
| Tranquilli Financial Advisor LLC | 0.42% | Add +2.1% | 6,229 | $685K |
| Canandaigua National Bank & Trust Co. | 0.06% | Reduce -10.9% | 6,217 | $684K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Reduce -4.7% | 6,169 | $679K |
| Rik Saylor Financial, Inc. | 0.52% | Reduce -0.5% | 6,151 | $677K |
| Avior Wealth Management, LLC | 0.02% | Reduce -0.9% | 6,101 | $671K |
| Tiemann Investment Advisors, LLC | 0.27% | Reduce -0.2% | 6,095 | $671K |
| Caldwell Trust Co | 0.07% | Reduce -12.3% | 6,065 | $667K |
| Simplicity Wealth,LLC | 0.03% | Add +97.3% | 6,062 | $667K |
| TRUE Private Wealth Advisors | 0.07% | Reduce -1.4% | 5,969 | $657K |
| Johnson Financial Group, LLC | 0.06% | No change | 5,906 | $650K |
| Regions Financial Corp. | 0.00% | Add +23.2% | 5,899 | $649K |
| SeaCrest Wealth Management, LLC | 0.07% | Reduce -0.8% | 5,888 | $648K |
| Mission Creek Capital Partners, Inc. | 0.14% | Reduce -0.9% | 5,863 | $645K |
| Summitry LLC | 0.03% | No change | 5,805 | $639K |
| Faithward Advisors, LLC | 0.10% | Add +19.3% | 5,793 | $637K |
| Ascent Group, LLC | 0.02% | Reduce -13.0% | 5,791 | $637K |
| Summit Wealth Group, LLC | 0.16% | Reduce -48.3% | 5,766 | $635K |
| Ascentis Independent Advisors | 0.12% | Add +3.5% | 5,763 | $634K |
| Florin Court Capital LLP | 0.64% | Reduce -23.0% | 5,700 | $627K |
| Flagstar Securities, Inc. | 0.17% | Add +0.3% | 5,647 | $621K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -2.7% | 5,636 | $620K |
| Tilia Fiduciary Partners, Inc. | 0.38% | Reduce -9.3% | 5,623 | $619K |
| Flputnam Investment Management Co. | 0.01% | Reduce -45.7% | 5,606 | $617K |
| FC Advisory LLC | 0.19% | Add +0.8% | 5,590 | $615K |
| Quest 10 Wealth Builders, Inc. | 0.60% | Reduce -13.7% | 5,555 | $611K |
| DecisionMap Wealth Management, LLC | 0.42% | Add +4.7% | 5,527 | $608K |
| AllSquare Wealth Management LLC | 0.34% | No change | 5,479 | $603K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -36.9% | 5,460 | $601K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -3.8% | 5,450 | $600K |
| Regal Investment Advisors LLC | 0.04% | Add +9.7% | 5,449 | $600K |
| Ieq Capital, LLC | 0.00% | Reduce -15.2% | 5,439 | $598K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.27% | Add +0.4% | 5,421 | $596K |
| Private Harbour Investment Management & Counsel, LLC | 0.62% | Reduce -0.9% | 5,405 | $595K |
| EFG Asset Management (Americas) Corp. | 0.11% | No change | 5,387 | $593K |
| First National Corp. /Ma/ | 0.12% | Add +5.2% | 5,380 | $592K |
| Verus Capital Partners, LLC | 0.05% | Reduce -5.8% | 5,370 | $591K |
| Diversify Wealth Management, LLC | 0.04% | Reduce -49.5% | 5,363 | $591K |
| Corepath Wealth Partners LLC | 0.50% | Add +0.0% | 5,398 | $590K |
| Fisher Asset Management | 0.00% | Reduce -19.6% | 5,362 | $590K |
| Elm Partners Management LLC | 0.03% | Add +136.0% | 5,310 | $584K |
| Gibson Capital, LLC | 0.11% | Reduce -5.8% | 5,287 | $582K |
| Tyche Wealth Partners LLC | 0.12% | No change | 5,240 | $577K |
| Hardin Capital Partners, LLC | 0.34% | Add +0.5% | 5,250 | $575K |
| BCS Private Wealth Management, Inc. | 0.22% | — | 5,215 | $574K |
| Baldwin Investment Management, LLC | 0.07% | No change | 5,200 | $572K |
| Single Point Partners, LLC | 0.13% | No change | 5,194 | $572K |
| Trust Co. of Vermont | 0.03% | Reduce -17.9% | 5,186 | $571K |
| Citizens & Northern Corp. | 0.15% | Reduce -3.0% | 5,134 | $565K |
| Banco Santander, S.A. | 0.01% | Add +8.8% | 5,098 | $561K |
| Oder Investment Management, LLC | 0.42% | Add +13.3% | 5,091 | $560K |
| Consolidated Portfolio Review Corp | 0.08% | Reduce -1.1% | 5,086 | $560K |
| Rosenblum Silverman Sutton S F Inc. | 0.14% | Reduce -0.8% | 5,070 | $558K |
| Ancora Advisors LLC | 0.01% | Add +2.4% | 5,057 | $556K |
| Shepherd Financial Partners LLC | 0.06% | Reduce -31.6% | 5,048 | $556K |
| Dorsey Wright & Associates | 0.13% | Reduce -8.2% | 5,030 | $554K |
| Kelleher Financial Advisors | 0.19% | No change | 4,990 | $549K |
| Van Strum & Towne Inc. | 0.17% | No change | 4,905 | $540K |
| Signet Financial Management, LLC | 0.07% | Add +11.6% | 4,889 | $538K |
| Focus Financial Network, Inc. | 0.02% | Reduce -3.1% | 4,834 | $532K |
| Mezzasalma Advisors, LLC | 0.16% | Add +0.9% | 4,788 | $527K |
| Apexium Financial, LP | 0.03% | Reduce -17.3% | 4,771 | $525K |
| Grandview Asset Management LLC | 0.17% | Reduce -7.0% | 4,737 | $521K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +1.1% | 4,690 | $516K |
| Two Sigma Securities, LLC | 0.06% | Add +50.1% | 4,603 | $507K |
| FSA Investment Group, LLC | 0.37% | Add +18.1% | 4,544 | $500K |
| Charter Capital Management, LLC\DE | 0.29% | — | 4,542 | $500K |
| Syntax Research, Inc. | 0.35% | Add +1.4% | 4,538 | $499K |
| Mainstay Capital Management LLC | 0.02% | Add +73.1% | 4,536 | $499K |
| Councilor Wealth, LLC | 0.23% | Add +1.4% | 4,534 | $499K |
| Ballentine Partners, LLC | 0.01% | No change | 4,521 | $497K |
| American Trust | 0.05% | New | 4,497 | $495K |
| Parker Financial LLC | 0.21% | Reduce -1.1% | 4,476 | $493K |
| Pinnacle Financial Partners Inc | 0.01% | Add +1.3% | 4,472 | $492K |
| IVC Wealth Advisors LLC | 0.24% | Reduce -10.3% | 4,471 | $492K |
| Flaharty Asset Management, LLC | 0.07% | No change | 4,466 | $491K |
| Jeppson Wealth Management, LLC | 0.17% | Add +1.3% | 4,444 | $489K |
| Naples Global Advisors, LLC | 0.04% | Reduce -7.5% | 4,440 | $489K |
| Courage Miller Partners, LLC | 0.15% | Reduce -33.6% | 4,429 | $487K |
| Stephens Inc. | 0.01% | No change | 4,410 | $485K |
| Carnegie Investment Counsel | 0.01% | Add +33.6% | 4,409 | $485K |
| Glen Eagle Advisors, LLC | 0.07% | Reduce -2.5% | 4,406 | $485K |
| Latitude Advisors, LLC | 0.24% | Reduce -6.8% | 4,387 | $483K |
| HCR Wealth Advisors | 0.06% | No change | 4,345 | $478K |
| Upper Left Wealth Management, LLC | 0.32% | Reduce -0.1% | 4,343 | $478K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 4,304 | $474K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.6% | 4,277 | $471K |
| Middleton & Co. Inc. | 0.05% | No change | 4,244 | $467K |
| Aspiriant, LLC | 0.01% | New | 4,239 | $466K |
| Clarity Financial LLC | 0.05% | Add +1.3% | 4,219 | $464K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -1.0% | 4,199 | $462K |
| Prudent Man Advisors, LLC | 0.15% | No change | 4,197 | $462K |
| J. W. Coons Advisors, LLC | 0.10% | No change | 4,193 | $461K |
| Olympus Wealth Management, LLC | 0.15% | Reduce -54.6% | 4,192 | $461K |
| Invesco Ltd. | 0.00% | Reduce -5.2% | 4,171 | $459K |
| Evelyn Partners Asset Management Ltd | 0.12% | Reduce -7.8% | 4,167 | $459K |
| Matrix Trust Co | 0.07% | Reduce -76.3% | 4,165 | $458K |
| Pekin Hardy Strauss, Inc. | 0.05% | Add +15.3% | 4,146 | $456K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -50.2% | 4,144 | $456K |
| Apollon Wealth Management, LLC | 0.01% | Add +0.7% | 4,125 | $454K |
| Smith Thornton Advisors LLC | 0.26% | Reduce -16.0% | 4,055 | $446K |
| NorthLanding Financial Partners, LLC | 0.39% | Add +0.6% | 4,049 | $446K |
| Auour Investments LLC | 0.15% | Add +0.1% | 4,012 | $441K |
| Market Street Wealth Management Advisors LLC | 0.07% | No change | 4,007 | $441K |
| Personal Cfo Solutions, LLC | 0.08% | No change | 4,005 | $441K |
| Eq Wealth Advisors, LLC | 0.30% | Reduce -3.8% | 4,004 | $441K |
| Venture Visionary Partners LLC | 0.02% | Add +6.4% | 3,983 | $438K |
| Hardy Reed LLC | 0.03% | No change | 3,925 | $432K |
| Fiera Capital Corp | 0.00% | Reduce -12.0% | 3,920 | $431K |
| Houlihan Financial Resource Group, Ltd. | 0.18% | Reduce -2.1% | 3,895 | $428K |
| 10Elms LLP | 0.47% | Add +3.8% | 3,868 | $426K |
| JMG Financial Group, Ltd. | 0.01% | No change | 3,832 | $422K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -78.0% | 3,813 | $420K |
| FSM Wealth Advisors, LLC | 0.07% | Reduce -0.6% | 3,841 | $420K |
| Journey Advisory Group, LLC | 0.03% | Reduce -9.5% | 3,812 | $419K |
| Moors & Cabot, Inc. | 0.02% | Reduce -3.4% | 3,721 | $410K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -1.7% | 3,715 | $409K |
| Silverlake Wealth Management LLC | 0.12% | Add +0.1% | 3,709 | $408K |
| Pinnacle Financial Group, LLC / IL | 0.14% | Reduce -2.6% | 3,708 | $408K |
| Evanson Asset Management, LLC | 0.03% | Add +0.3% | 3,685 | $406K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.4% | 3,673 | $404K |
| CLG LLC | 0.13% | New | 3,673 | $404K |
| HB Wealth Management, LLC | 0.00% | No change | 3,670 | $404K |
| WFA of San Diego, LLC | 0.30% | — | 3,659 | $403K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -17.3% | 3,659 | $403K |
| Legacy Financial Group LLC | 0.06% | Reduce -24.1% | 3,658 | $403K |
| TCFG Wealth Management, LLC | 0.18% | Reduce -12.2% | 3,641 | $401K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -61.0% | 3,628 | $400K |
| SageView Advisory Group, LLC | 0.02% | Reduce -9.6% | 3,633 | $399K |
| AQR Capital Management | 0.00% | Reduce -7.0% | 3,613 | $398K |
| Grey Ledge Advisors, LLC | 0.10% | Reduce -1.5% | 3,614 | $397K |
| Ground Swell Capital, LLC | 0.66% | New | 3,605 | $397K |
| Valued Retirements, Inc. | 0.45% | No change | 3,585 | $394K |
| Prentiss Smith & Co. Inc. | 0.23% | Reduce -0.1% | 3,570 | $393K |
| J. L. Bainbridge & Co., Inc. | 0.04% | Add +0.2% | 3,503 | $385K |
| Cascade Financial Partners, LLC | 0.05% | No change | 3,491 | $384K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Add +43.1% | 3,486 | $383K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.7% | 3,468 | $382K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.6% | 3,415 | $376K |
| Shade Tree Advisors LLC | 0.33% | No change | 3,399 | $374K |
| Opal Wealth Advisors, LLC | 0.10% | Add +1003.9% | 3,389 | $373K |
| Optivise Advisory Services LLC | 0.19% | Add +30.7% | 3,361 | $370K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -79.8% | 3,353 | $369K |
| Beacon Financial Advisory LLC | 0.10% | New | 3,344 | $368K |
| Axis Wealth Partners, LLC | 0.24% | Reduce -1.9% | 3,336 | $367K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -2.7% | 3,331 | $367K |
| International Private Wealth Advisors LLC | 0.31% | No change | 3,330 | $366K |
| Bar Harbor Wealth Management | 0.02% | Reduce -20.9% | 3,294 | $362K |
| Alhambra Investment Management LLC | 0.18% | No change | 3,276 | $360K |
| Westmount Partners, LLC | 0.10% | Reduce -25.9% | 3,240 | $357K |
| Wealthfront Advisers LLC | 0.00% | Add +34.1% | 3,222 | $355K |
| King Wealth Management Group | 0.05% | Reduce -1.6% | 3,217 | $354K |
| Oxford Financial Group, LTD. LLC | 0.02% | Reduce -0.3% | 3,216 | $354K |
| McAdam, LLC | 0.02% | Reduce -13.3% | 3,191 | $351K |
| Hanson & Doremus Investment Management | 0.05% | Reduce -56.0% | 3,168 | $349K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -8.0% | 3,156 | $347K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 3,149 | $347K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -0.9% | 3,152 | $347K |
| Headinvest, LLC | 0.07% | Reduce -21.8% | 3,127 | $344K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.8% | 3,113 | $343K |
| IFG Advisory, LLC | 0.02% | Reduce -4.0% | 3,060 | $337K |
| Silvia McColl Wealth Management, LLC | 0.24% | No change | 3,055 | $336K |
| LPWM LLC | 0.10% | No change | 3,046 | $335K |
| RS Crum Inc. | 0.08% | Add +1.2% | 3,042 | $335K |
| Midwest Trust Co | 0.00% | — | 3,022 | $333K |
| Wealth Quarterback LLC | 0.16% | Reduce -11.9% | 3,020 | $332K |
| Nautilus Advisors LLC | 0.24% | No change | 3,000 | $330K |
| Aletheian Wealth Advisors LLC | 0.16% | No change | 2,985 | $329K |
| Pathstone Holdings, LLC | 0.00% | Reduce -53.7% | 2,983 | $328K |
| Park Edge Advisors, LLC | 0.08% | Add +1.1% | 2,982 | $328K |
| SilverOak Wealth Management LLC | 0.06% | New | 2,963 | $326K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +2.1% | 2,962 | $326K |
| Lynx Investment Advisory | 0.21% | Reduce -8.1% | 2,961 | $326K |
| Charter Oak Capital Management, LLC | 0.03% | Add +7.5% | 2,956 | $325K |
| Country Club Bank | 0.02% | No change | 2,942 | $323K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -29.3% | 2,920 | $321K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -11.8% | 2,900 | $319K |
| RDA Financial Network | 0.09% | Reduce -2.4% | 2,895 | $319K |
| Stonegate Investment Group, LLC | 0.01% | No change | 2,801 | $308K |
| Creekside Partners | 0.15% | Add +0.1% | 2,799 | $308K |
| Alteri Wealth LLC | 0.12% | Add +11.0% | 2,778 | $306K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | No change | 2,774 | $305K |
| Successful Portfolios LLC | 0.19% | Reduce -0.7% | 2,766 | $304K |
| Brown Advisory Inc. | 0.00% | Add +5.1% | 2,755 | $303K |
| United Asset Strategies, Inc. | 0.03% | Reduce -8.2% | 2,752 | $303K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +0.8% | 2,736 | $301K |
| Alan B Lancz & Associates, Inc. | 0.30% | No change | 2,725 | $300K |
| Paragon Capital Management Ltd | 0.05% | No change | 2,716 | $299K |
| Old Port Advisors | 0.08% | Reduce -14.3% | 2,715 | $299K |
| ABLE Financial Group, LLC | 0.07% | Reduce -25.6% | 2,692 | $296K |
| Janney Capital Management LLC | 0.02% | Reduce -2.7% | 2,674 | $294K |
| Hickory Point Bank & Trust | 0.24% | No change | 2,665 | $293K |
| Coastline Trust Co | 0.03% | No change | 2,665 | $293K |
| Pacific Capital Wealth Advisors, Inc. | 0.05% | Reduce -11.7% | 2,684 | $293K |
| Fourth Dimension Wealth, LLC | 0.12% | Reduce -22.6% | 2,657 | $292K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | New | 2,651 | $292K |
| Walker Asset Management, LLC | 0.17% | Reduce -2.0% | 2,631 | $290K |
| 4Thought Financial Group Inc. | 0.15% | Reduce -3.6% | 2,620 | $288K |
| Investment Advisory Group, LLC | 0.09% | No change | 2,616 | $288K |
| Strategy Asset Managers LLC | 0.05% | No change | 2,611 | $287K |
| Center for Financial Planning, Inc. | 0.03% | No change | 2,580 | $284K |
| Orcam Financial Group | 0.24% | Add +0.4% | 2,556 | $281K |
| Sovran Advisors, LLC | 0.03% | Reduce -21.8% | 2,570 | $280K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -15.6% | 2,543 | $280K |
| SFG Wealth Management, LLC. | 0.17% | New | 2,529 | $278K |
| Quadcap Wealth Management, LLC | 0.04% | Reduce -0.9% | 2,523 | $278K |
| New Covenant Trust Company, N.A. | 0.25% | No change | 2,528 | $277K |
| Angeles Wealth Management, LLC | 0.02% | Add +2.6% | 2,516 | $277K |
| Baker Avenue Asset Management, LP | 0.01% | Reduce -16.9% | 2,498 | $275K |
| AlTi Global, Inc. | 0.01% | Reduce -0.8% | 2,474 | $272K |
| Ritholtz Wealth Management | 0.01% | Add +11.5% | 2,459 | $271K |
| Forefront Analytics, LLC | 0.30% | Reduce -17.6% | 2,452 | $270K |
| World Investment Advisors | 0.01% | Reduce -26.3% | 2,448 | $269K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -17.6% | 2,444 | $269K |
| First Hawaiian Bank | 0.04% | Reduce -4.7% | 2,426 | $267K |
| White Pine Capital LLC | 0.08% | Reduce -15.7% | 2,422 | $266K |
| Compass Planning Associates Inc | 0.24% | Add +1.4% | 2,419 | $266K |
| DKM Wealth Management, Inc. | 0.23% | No change | 2,412 | $265K |
| Garrett Wealth Advisory Group, LLC | 0.06% | Reduce -18.3% | 2,410 | $265K |
| Argent Trust Co | 0.01% | Reduce -0.2% | 2,409 | $265K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -18.9% | 2,405 | $265K |
| Financial Network Wealth Advisors LLC | 0.32% | Reduce -74.0% | 2,394 | $263K |
| ProVise Management Group, LLC | 0.02% | Reduce -1.0% | 2,362 | $260K |
| Optimum Investment Advisors | 0.11% | Add +2.3% | 2,362 | $260K |
| Gibbs Wealth Management | 0.05% | Reduce -67.6% | 2,354 | $259K |
| Main Street Financial Solutions, LLC | 0.02% | Add +3.2% | 2,354 | $259K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -19.6% | 2,343 | $258K |
| Principia Wealth Advisory, LLC | 0.22% | New | 2,339 | $257K |
| North Star Investment Management Corp. | 0.02% | Add +0.7% | 2,336 | $257K |
| Red Crane Wealth Management, LLC | 0.23% | Reduce -10.6% | 2,335 | $257K |
| Mokosak Advisory Group, LLC | 0.07% | Add +1.4% | 2,332 | $257K |
| W.H. Cornerstone Investments Inc. | 0.16% | Add +20.1% | 2,322 | $255K |
| Strategic Point Investment Advisors, LLC | 0.04% | No change | 2,320 | $255K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,310 | $254K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 2,304 | $254K |
| West Paces Advisors Inc. | 0.05% | No change | 2,300 | $253K |
| Elequin Capital, LP | 0.08% | New | 2,298 | $253K |
| LexAurum Advisors, LLC | 0.04% | Reduce -21.1% | 2,297 | $253K |
| Grove Street Fiduciary, LLC | 0.12% | Reduce -0.8% | 2,270 | $250K |
| SPC Financial, Inc. | 0.02% | Reduce -4.3% | 2,269 | $250K |
| Private Trust Co. NA | 0.02% | Add +35.1% | 2,266 | $249K |
| Global Assets Advisory, LLC | 0.10% | Reduce -61.9% | 2,270 | $249K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -1.8% | 2,260 | $249K |
| Glass Jacobson Investment Advisors llc | 0.10% | Reduce -77.8% | 2,258 | $248K |
| Tyler-Stone Wealth Management | 0.04% | Add +0.1% | 2,248 | $247K |
| GK Wealth Management LLC | 0.25% | Reduce -25.0% | 2,247 | $247K |
| Rodgers Brothers Inc. | 0.03% | No change | 2,243 | $247K |
| Windsor Capital Management, LLC | 0.07% | Reduce -3.7% | 2,238 | $246K |
| Destination Wealth Management | 0.01% | No change | 2,238 | $246K |
| ORG Partners LLC | 0.05% | Reduce -1.4% | 2,233 | $246K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 2,221 | $245K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.2% | 2,225 | $245K |
| S.A. Mason LLC | 0.12% | No change | 2,221 | $244K |
| Davidson Trust Co. | 0.11% | No change | 2,219 | $244K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -4.3% | 2,208 | $243K |
| Graham Capital Wealth Management, LLC | 0.27% | Reduce -5.1% | 2,195 | $242K |
| Old National Bancorp | 0.00% | Reduce -28.8% | 2,188 | $241K |
| Jackson Hole Capital Partners, LLC | 0.04% | Add +0.1% | 2,167 | $238K |
| Family Investment Center, Inc. | 0.05% | Add +0.7% | 2,158 | $237K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.5% | 2,155 | $237K |
| Fortress Financial Solutions, LLC | 0.30% | Reduce -8.6% | 2,143 | $236K |
| Cottonwood Capital Advisors, LLC | 0.16% | No change | 2,141 | $236K |
| Armstrong Advisory Group, Inc. | 0.02% | Add +72.2% | 2,133 | $235K |
| WNY Asset Management, LLC | 0.03% | Reduce -3.2% | 2,114 | $233K |
| Jane Street Group, LLC | 0.00% | Reduce -88.5% | 2,104 | $232K |
| Shared Vision Wealth Group LLC | 0.12% | Reduce -24.1% | 2,104 | $231K |
| Plan Group Financial, LLC | 0.08% | Add +6.5% | 2,096 | $231K |
| Klingman & Associates, LLC | 0.01% | No change | 2,096 | $231K |
| Tribridge Partners Financial LLC | 0.13% | — | 2,073 | $228K |
| Gradient Capital Advisors, LLC | 0.07% | No change | 2,070 | $228K |
| Todd Asset Management LLC | 0.00% | No change | 2,060 | $227K |
| North Forty Two & Co. | 0.24% | No change | 2,048 | $225K |
| Goldstone Financial Group, LLC | 0.03% | Reduce -0.1% | 2,054 | $225K |
| Colony Family Offices, LLC | 0.06% | No change | 2,039 | $224K |
| Magnolia Capital Advisors LLC | 0.06% | New | 2,032 | $224K |
| Fairfield, Bush & Co. | 0.13% | No change | 2,030 | $223K |
| Pinnacle Bancorp, Inc. | 0.07% | No change | 2,021 | $222K |
| Boston Family Office LLC | 0.01% | Reduce -15.8% | 2,021 | $222K |
| Camelot Technology Advisors, Inc. | 0.19% | Add +1.2% | 2,014 | $222K |
| Pinnacle Holdings, LLC | 0.09% | Reduce -5.2% | 2,009 | $221K |
| WealthShield Partners, LLC | 0.03% | Add +5.2% | 2,006 | $221K |
| Institute for Wealth Management, LLC. | 0.02% | Reduce -0.7% | 2,006 | $221K |
| Rock Point Advisors, LLC | 0.06% | No change | 2,002 | $220K |
| Northstar Asset Management Inc. | 0.06% | Reduce -8.7% | 2,000 | $220K |
| Mattern Wealth Management LLC | 0.05% | No change | 2,000 | $220K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Reduce -4.8% | 2,000 | $220K |
| Bingham Private Wealth, LLC | 0.21% | Add +0.6% | 1,983 | $218K |
| Principle Wealth Partners LLC | 0.01% | Reduce -0.1% | 1,982 | $218K |
| Bard Associates Inc. | 0.07% | No change | 1,980 | $218K |
| Narus Financial Partners, LLC | 0.07% | Reduce -3.9% | 1,977 | $218K |
| Legacy Edge Advisors, LLC | 0.03% | New | 1,965 | $216K |
| Indiana Trust & Investment Management Co | 0.07% | No change | 1,958 | $215K |
| Christopher J. Hasenberg, Inc | 0.08% | New | 1,944 | $214K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 1,940 | $213K |
| Buckhead Capital Management LLC | 0.08% | No change | 1,938 | $213K |
| Coppell Advisory Solutions LLC | 0.03% | New | 1,942 | $213K |
| Webster Bank, N. A. | 0.02% | Reduce -5.7% | 1,916 | $211K |
| Certified Advisory Corp | 0.02% | Add +1.2% | 1,915 | $211K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -81.0% | 1,914 | $211K |
| Ellenbecker Investment Group | 0.03% | Reduce -9.7% | 1,910 | $210K |
| Wernau Asset Management Inc. | 0.24% | No change | 1,904 | $210K |
| Summit Financial Strategies, Inc. | 0.02% | Reduce -2.9% | 1,903 | $209K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,900 | $209K |
| Archer Investment Corp | 0.05% | No change | 1,893 | $208K |
| Nvwm, LLC | 0.05% | Reduce -61.6% | 1,860 | $205K |
| Finward Bancorp | 0.16% | No change | 1,856 | $204K |
| Black Diamond Financial, LLC | 0.03% | No change | 1,854 | $204K |
| Viewpoint Capital Management LLC | 0.10% | No change | 1,850 | $204K |
| Belpointe Asset Management LLC | 0.01% | Reduce -78.0% | 1,847 | $203K |
| Ofc Financial Planning, LLC | 0.21% | No change | 1,840 | $202K |
| Choate Investment Advisors | 0.00% | No change | 1,830 | $201K |
| Red Tortoise LLC | 0.10% | Add +1.2% | 1,824 | $201K |
| BridgePort Financial Solutions, LLC | 0.07% | Reduce -22.9% | 1,820 | $200K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 1,819 | $200K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +1.3% | 1,815 | $200K |
| Berkshire Money Management, Inc. | 0.02% | New | 1,793 | $197K |
| AlphaCore Capital LLC | 0.01% | No change | 1,756 | $193K |
| Avalon Trust Co | 0.01% | Add +526.9% | 1,724 | $190K |
| Sunbelt Securities, Inc. | 0.02% | Add +110.3% | 1,743 | $186K |
| Ameriflex Group, Inc. | 0.10% | Add +5.2% | 1,675 | $184K |
| Powell Investment Advisors, LLC | 0.06% | No change | 1,540 | $169K |
| City Holding Co. | 0.02% | Reduce -18.8% | 1,506 | $166K |
| Medallion Wealth Advisors, LLC | 0.06% | Reduce -2.1% | 1,508 | $166K |
| C M Bidwell & Associates Ltd. | 0.07% | Add +0.1% | 1,295 | $143K |
| Blue Trust, Inc. | 0.00% | Add +5.9% | 1,285 | $141K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,284 | $141K |
| Kings Path Partners LLC | 0.06% | No change | 1,282 | $141K |
| Essential Partners LLC | 0.06% | — | 1,262 | $139K |
| Rialto Wealth Management, LLC | 0.04% | No change | 1,249 | $137K |
| Icon Wealth Advisors, LLC | 0.01% | Reduce -12.8% | 1,209 | $133K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2.9% | 1,161 | $128K |
| Tidemark, LLC | 0.04% | No change | 1,145 | $126K |
| Pension & Wealth Management Advisors, Inc. | 0.04% | No change | 1,143 | $126K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 1,100 | $121K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,094 | $120K |
| Geneos Wealth Management Inc. | 0.00% | Add +27.9% | 1,092 | $120K |
| Barrett & Company, Inc. | 0.04% | No change | 1,088 | $120K |
| Hills Bank & Trust Co | 0.01% | No change | 1,029 | $113K |
| Evelyn Partners Investment Management Services Ltd | 0.02% | No change | 1,000 | $110K |
| Total Investment Management Inc. | 0.02% | New | 995 | $109K |
| UMB Bank, n.a. | 0.00% | Add +4.0% | 957 | $105K |
| Park Square Financial Group, LLC | 0.08% | Reduce -1.1% | 952 | $105K |
| Hemington Wealth Management | 0.01% | Add +1.4% | 933 | $102K |
| Lanark Financial, Inc. | 0.01% | Add +280.4% | 913 | $100K |
| Crewe Advisors LLC | 0.01% | No change | 902 | $99K |
| 2UniFi Bank | 0.06% | Reduce -17.6% | 892 | $98K |
| Pinney & Scofield, Inc. | 0.07% | No change | 878 | $97K |
| NBT Bank, N.A. | 0.01% | No change | 867 | $95K |
| Consultiva Wealth Management, Corp. | 0.29% | No change | 853 | $94K |
| Founders Capital Management | 0.06% | No change | 843 | $93K |
| Murphy & Mullick Capital Management Corp | 0.07% | Add +1.3% | 788 | $86K |
| ESL Trust Services, LLC | 0.02% | No change | 775 | $85K |
| Nordwand Advisors, LLC | 0.01% | New | 775 | $85K |
| Cornerstone Planning Group LLC | 0.02% | Add +0.3% | 752 | $83K |
| Key Financial Inc | 0.02% | No change | 691 | $76K |
| Westside Investment Management, Inc. | 0.01% | Reduce -41.9% | 689 | $76K |
| Howe & Rusling Inc. | 0.01% | Add +1.4% | 677 | $75K |
| Breakwater Investment Management | 0.03% | No change | 654 | $72K |
| Front Row Advisors LLC | 0.02% | No change | 643 | $71K |
| Transce3nd, LLC | 0.03% | No change | 626 | $69K |
| Raffa Wealth Management, LLC | 0.01% | Add +1.3% | 608 | $67K |
| Simplex Trading, LLC | 0.00% | New | 591 | $65K |
| BOK Financial Private Wealth, Inc. | 0.00% | Add +675.7% | 574 | $63K |
| Centricity Wealth Management, LLC | 0.05% | No change | 566 | $62K |
| Register Financial Advisors LLC | 0.03% | No change | 565 | $62K |
| Templeton & Phillips Capital Management, LLC | 0.04% | No change | 561 | $62K |
| Dogwood Wealth Management LLC | 0.03% | No change | 556 | $61K |
| Nalls Sherbakoff Group, LLC | 0.04% | Reduce -18.4% | 545 | $60K |
| Biltmore Family Office, LLC | 0.01% | Add +81.7% | 545 | $60K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 536 | $59K |
| Beacon Capital Management, LLC | 0.01% | Add +0.8% | 521 | $57K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -26.8% | 520 | $57K |
| Gen-Wealth Partners Inc | 0.02% | Add +7.9% | 520 | $57K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +25.7% | 509 | $56K |
| Clean Yield Group | 0.02% | No change | 500 | $55K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 494 | $54K |
| Johnson Financial Group, Inc. | 0.00% | New | 477 | $52K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.4% | 460 | $51K |
| Sound Income Strategies, LLC | 0.00% | Add +68.5% | 450 | $50K |
| Rothschild Investment LLC | 0.00% | Reduce -11.7% | 444 | $49K |
| Y.D. More Investments Ltd | 0.00% | No change | 430 | $47K |
| Barnes Dennig Private Wealth Management LLC | 0.06% | New | 429 | $47K |
| Bfsg, LLC | 0.00% | Reduce -15.9% | 402 | $44K |
| Financial Gravity Companies, Inc. | 0.01% | — | 390 | $43K |
| Stone House Investment Management, LLC | 0.01% | Reduce -2.3% | 387 | $43K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 377 | $41K |
| Red Lighthouse Investment Management, LLC | 0.01% | Reduce -51.6% | 352 | $39K |
| Rossby Financial, LCC | 0.01% | Add +26.4% | 350 | $39K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 350 | $39K |
| Banque Transatlantique SA | 0.00% | New | 350 | $39K |
| Creative Financial Designs Inc. | 0.00% | Reduce -44.0% | 343 | $38K |
| Stephens Consulting, LLC | 0.01% | No change | 339 | $37K |
| Smallwood Wealth Investment Management, LLC | 0.02% | Add +2.4% | 336 | $37K |
| Eastern Bank | 0.00% | No change | 333 | $37K |
| Ballast Advisors LLC | 0.01% | Reduce -37.7% | 331 | $36K |
| Hilltop National Bank | 0.01% | — | 330 | $36K |
| Bessemer Group Inc. | 0.00% | No change | 332 | $36K |
| St Germain D J Co. Inc. | 0.00% | Add +160.0% | 325 | $36K |
| CENTRAL TRUST Co | 0.00% | Add +3.6% | 317 | $35K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 307 | $34K |
| Grove Bank & Trust | 0.00% | New | 279 | $31K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 276 | $30K |
| Golden State Wealth Management, LLC | 0.00% | Add +11.0% | 263 | $29K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 263 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 261 | $29K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 254 | $28K |
| William B. Walkup & Associates, Inc. | 0.02% | No change | 244 | $27K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -27.0% | 243 | $27K |
| MJT & Associates Financial Advisory Group, Inc. | 0.03% | No change | 236 | $26K |
| Rise Advisors, LLC | 0.01% | Reduce -27.2% | 233 | $26K |
| Gladwyn Financial Advisors, Inc. | 0.02% | — | 230 | $25K |
| Boreal Capital Management LLC | 0.02% | — | 230 | $25K |
| Main Street Group, LTD | 0.01% | Add +0.9% | 228 | $25K |
| Elevation Wealth Partners, LLC | 0.01% | No change | 224 | $25K |
| Copia Wealth Management | 0.02% | Reduce -16.5% | 202 | $22K |
| EPG Wealth Management LLC | 0.01% | Add +1.5% | 201 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 200 | $22K |
| Bangor Savings Bank | 0.00% | Reduce -8.7% | 199 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 197 | $22K |
| Friedenthal Financial | 0.01% | Reduce -10.6% | 194 | $21K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -9.7% | 187 | $21K |
| Piscataqua Savings Bank | 0.02% | No change | 184 | $20K |
| Kiker Wealth Management, LLC | 0.01% | Reduce -3.0% | 160 | $18K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 159 | $17K |
| Bare Financial Services, Inc | 0.01% | No change | 158 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 151 | $17K |
| FSA Wealth Management LLC | 0.01% | Add +1.4% | 146 | $16K |
| Tsfg, LLC | 0.00% | No change | 146 | $16K |
| Vermillion Wealth Management, Inc. | 0.01% | No change | 139 | $15K |
| Glassman Wealth Services | 0.00% | No change | 137 | $15K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $14K |
| Capital A Wealth Management, LLC | 0.15% | New | 123 | $13K |
| Fortis Group Advisors, LLC | 0.00% | No change | 119 | $13K |
| Tucker Asset Management LLC | 0.00% | Add +24.7% | 116 | $13K |
| Toth Financial Advisory Corp. | 0.00% | No change | 113 | $12K |
| Realta Investment Advisors | 0.00% | Reduce -20.9% | 106 | $12K |
| Nova Wealth Management, Inc. | 0.01% | No change | 103 | $11K |
| MTM Investment Management, LLC | 0.00% | No change | 100 | $11K |
| Independence Bank of Kentucky | 0.00% | No change | 100 | $11K |
| HM Payson & Co. | 0.00% | No change | 100 | $11K |
| Concord Wealth Partners | 0.00% | Reduce -43.1% | 95 | $10K |
| Integrity Financial Corp | 0.01% | Reduce -20.3% | 94 | $10K |
| Missouri Trust & Investment Co | 0.00% | No change | 92 | $10K |
| Woodside Wealth Management LLC | 0.01% | No change | 90 | $10K |
| CNB Bank | 0.00% | No change | 90 | $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% | No change | 84 | $9K |
| IAG Wealth Partners, LLC | 0.00% | No change | 83 | $9K |
| Olistico Wealth, LLC | 0.00% | No change | 75 | $8K |
| Costello Asset Management, INC | 0.00% | No change | 66 | $7K |
| TCTC Holdings, LLC | 0.00% | No change | 66 | $7K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -42.5% | 65 | $7K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -30.7% | 61 | $7K |
| NewSquare Capital LLC | 0.00% | New | 62 | $7K |
| Country Trust Bank | 0.00% | Reduce -33.7% | 59 | $6K |
| Gould Capital, LLC | 0.00% | Reduce -10.8% | 58 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +1.9% | 55 | $6K |
| LGT Financial Advisors LLC | 0.02% | No change | 54 | $6K |
| Graney & King, LLC | 0.00% | No change | 52 | $6K |
| Colonial Trust Advisors | 0.00% | No change | 50 | $6K |
| Motco | 0.00% | New | 50 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 46 | $5K |
| Bank of New Hampshire | 0.00% | No change | 46 | $5K |
| Briaud Financial Planning Inc | 0.00% | New | 47 | $5K |
| Truvestments Capital LLC | 0.00% | No change | 40 | $4K |
| Nemes Rush Group LLC | 0.00% | New | 32 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 30 | $3K |
| Alerus Financial NA | 0.00% | New | 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% | No change | 25 | $3K |
| West Financial Advisors, LLC | 0.00% | New | 20 | $2K |
| Whittier Trust Co. | 0.00% | No change | 20 | $2K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -52.5% | 19 | $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 |
| Atlas Capital Advisors Inc. | 0.00% | No change | 15 | $2K |
| Delos Wealth Advisors, LLC | 0.00% | New | 13 | $1K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 13 | $1K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -29.4% | 12 | $1K |
| Hoey Investments, Inc. | 0.00% | New | 11 | $1K |
| Rakuten Securities, Inc. | 0.00% | No change | 11 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 10 | $1K |
| Retirement Wealth Solutions LLC | 0.00% | No change | 10 | $1K |
| Ogorek Anthony Joseph /NY/ | 0.00% | No change | 14 | $1K |
| MV Capital Management, Inc. | 0.00% | New | 9 | $991 |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 9 | $990 |
| Global Wealth Strategies & Associates | 0.00% | No change | 9 | $990 |
| Bellwether Advisors, LLC | 0.00% | No change | 7 | $770 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 7 | $765 |
| 1 North Wealth Services LLC | 0.00% | No change | 6 | $680 |
| Creekmur Asset Management LLC | 0.00% | Reduce -80.7% | 6 | $660 |
| Russell Investments Group, Ltd. | 0.00% | Add +400.0% | 5 | $501 |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 3 | $331 |
| PayPay Securities Corp | 0.01% | No change | 2 | $220 |
| HighMark Wealth Management LLC | 0.00% | New | 1 | $110 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $98 |
| Mascoma Wealth Management LLC | 0.00% | Reduce -98.0% | 1 | $78 |
| Kilter Group LLC | 0.00% | New | 1 | $75 |
"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.