iShares Tips Bond ETFTIPETF
13F holders, Q4 2025 (December 31)1,011holders +47
75new positions
74sold out
3famous investors
$107.60avg. 13F price*
At the end of Q4 2025, 1,011 institutions reported holding iShares Tips Bond ETF (TIP) in their 13F filings, up 47 from Q3 2025. 75 opened new positions and 74 sold out. The largest holders were Bank of America Corp. ($2.3B), FMR LLC ($612.7M) and Morgan Stanley ($469.1M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Tips Bond ETF
- CUSIP
- 464287176
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 75 | $94.0M |
| Exits | 74 | $302.1M |
All 13F filers, Q3 2025 → Q4 2025: 9,922,729 shares bought and 7,980,609 shares sold, net +1,942,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,011 holders
| Bank of America Corp. | 0.16% | Add +20.1% | 20,600,031 | $2.3B |
| FMR LLC | 0.03% | Add +3.1% | 5,574,718 | $612.7M |
| Morgan Stanley | 0.03% | Reduce -1.6% | 4,267,849 | $469.1M |
| BlackRock, Inc. | 0.00% | Add +11.0% | 2,620,114 | $288.0M |
| Envestnet Asset Management Inc. | 0.07% | Add +3.3% | 2,040,049 | $224.2M |
| UBS Group AG | 0.04% | Reduce -9.0% | 1,633,094 | $179.5M |
| Pictet Asset Management Holding SA | 0.14% | Add +3.2% | 1,276,600 | $140.6M |
| LPL Financial LLC | 0.04% | Reduce -1.8% | 1,260,278 | $138.5M |
| Wells Fargo & Company | 0.03% | Add +2.0% | 1,188,488 | $130.6M |
| Assetmark, Inc. | 0.25% | Reduce -14.8% | 1,108,502 | $121.8M |
| Evoke Wealth, LLC | 2.18% | Reduce -0.6% | 1,031,783 | $113.4M |
| CI Investments Inc. | 0.44% | Reduce -5.3% | 906,777 | $99.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -11.8% | 870,971 | $95.7M |
| Royal Bank of Canada | 0.02% | Reduce -33.3% | 809,708 | $89.0M |
| Partners Capital Investment Group, LLP | 2.96% | Add +26.3% | 722,269 | $79.4M |
| GenTrust, LLC | 3.31% | Add +209.9% | 695,525 | $76.4M |
| WealthNavi Inc. | 0.67% | Reduce -4.8% | 692,532 | $76.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -42.2% | 667,995 | $73.4M |
| Keybank National Association | 0.25% | Add +3.0% | 635,191 | $69.8M |
| Martin & Co. Inc. | 11.97% | Add +4.0% | 634,755 | $69.8M |
| Man Group plc | 0.12% | Reduce -42.5% | 570,290 | $62.7M |
| HSBC Holdings PLC | 0.03% | Reduce -16.1% | 519,777 | $57.1M |
| FIL Ltd | 0.04% | Reduce -60.1% | 494,425 | $54.3M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -6.8% | 473,432 | $52.0M |
| Capitolis Liquid Global Markets LLC | 0.31% | Add +846.0% | 473,000 | $52.0M |
| 3EDGE Asset Management, LP | 2.69% | Add +112.1% | 470,178 | $51.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -36.0% | 468,132 | $51.5M |
| Bank of New York Mellon Corp | 0.01% | Add +2.3% | 465,284 | $51.1M |
| Dynasty Wealth Management, LLC | 0.50% | Add +5.5% | 464,304 | $51.0M |
| Baldwin Wealth Partners LLC | 3.24% | Add +3.8% | 460,411 | $50.6M |
| Quotient Wealth Partners, LLC | 1.33% | Add +6.1% | 454,648 | $50.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -1.9% | 442,396 | $48.6M |
| Marshall Wace, LLP | 0.04% | Add +4.5% | 417,145 | $45.8M |
| Manufacturers Life Insurance Company, The | 0.04% | Add +641.3% | 409,228 | $45.0M |
| Cetera Investment Advisers | 0.05% | Reduce -2.0% | 404,715 | $44.5M |
| One Capital Management, LLC | 1.33% | Add +8.0% | 401,700 | $44.2M |
| Federation des caisses Desjardins du Quebec | 0.16% | Reduce -0.1% | 387,143 | $42.6M |
| Viewpoint Investment Partners Corp. | 19.84% | Add +19.1% | 379,200 | $41.7M |
| Rock Creek Group LLC | 4.57% | Add +25.2% | 370,537 | $40.7M |
| Passaic Partners LLC | 4.14% | New | 363,828 | $40.0M |
| Two Sigma Investments, LP | 0.06% | No change | 362,700 | $39.9M |
| Stifel Financial Corp. | 0.04% | Reduce -3.1% | 354,749 | $39.0M |
| Osaic Holdings, Inc. | 0.06% | Reduce -36.0% | 351,740 | $38.7M |
| Arbor Investment Advisors, LLC | 4.71% | Add +3.7% | 325,970 | $35.8M |
| TD Waterhouse Canada Inc. | 0.22% | Add +9.7% | 316,647 | $34.8M |
| HighTower Advisors, LLC | 0.04% | Add +14.5% | 310,144 | $34.1M |
| Raymond James Financial Inc. | 0.01% | Add +7.5% | 289,333 | $31.8M |
| Kwmg, LLC | 2.72% | Add +2.0% | 287,077 | $31.6M |
| Rockefeller Capital Management L.P. | 0.05% | Add +11.2% | 277,486 | $30.5M |
| Prime Capital Investment Advisors, LLC | 0.34% | Add +5.8% | 256,364 | $28.2M |
| Prudential Financial Inc. | 0.03% | No change | 243,726 | $26.8M |
| MML Investors Services, LLC | 0.06% | Add +4.0% | 240,261 | $26.4M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.4% | 240,027 | $26.4M |
| Dakota Wealth Management | 0.46% | Reduce -9.7% | 233,207 | $25.6M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +55.8% | 210,714 | $23.2M |
| Ethos Financial Group, LLC | 1.70% | Add +18.0% | 208,642 | $22.9M |
| Lido Advisors, LLC | 0.08% | Add +0.9% | 184,848 | $20.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +4.9% | 179,740 | $19.8M |
| West Financial Advisors, LLC | 3.27% | Add +31.7% | 176,285 | $19.4M |
| DORVAL Corp | 6.14% | Add +2.2% | 175,126 | $19.2M |
| Rhumbline Advisers | 0.02% | Reduce -33.1% | 173,004 | $19.0M |
| Pacific Life Fund Advisors LLC | 1.96% | Add +3.9% | 172,867 | $19.0M |
| Cim, LLC | 2.43% | Add +3.6% | 168,789 | $18.6M |
| Cypress Capital, LLC | 5.09% | Add +0.8% | 165,244 | $18.2M |
| Heartwood Wealth Advisors LLC | 1.61% | Add +2.1% | 159,331 | $17.5M |
| BNP Paribas Financial Markets | 0.01% | Reduce -76.0% | 156,078 | $17.2M |
| Cwm, LLC | 0.05% | Add +29.5% | 151,266 | $16.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -63.0% | 149,688 | $16.5M |
| Meridian Management Co. | 3.91% | Add +15.7% | 143,647 | $15.8M |
| NorthCoast Asset Management LLC | 0.35% | Add +33.0% | 143,479 | $15.8M |
| RTD Financial Advisors, Inc. | 1.82% | Add +4.4% | 135,961 | $14.9M |
| Mariner, LLC | 0.02% | Reduce -6.6% | 134,504 | $14.8M |
| Horizon Investments, LLC | 0.19% | Add +2.3% | 133,542 | $14.7M |
| Lutz Financial Services LLC | 1.00% | Reduce -0.5% | 133,199 | $14.6M |
| Pure Financial Advisors, LLC | 0.22% | Reduce -1.3% | 132,494 | $14.6M |
| Marino Management, LLC | 2.76% | — | 126,194 | $13.9M |
| Truist Financial Corp. | 0.02% | Add +0.3% | 125,472 | $13.8M |
| Cambridge Associates LLC /Ma/ | 0.22% | Add +108.7% | 124,184 | $13.6M |
| Creative Planning | 0.01% | Add +26.5% | 120,208 | $13.2M |
| Independence Financial Advisors, LLC | 3.58% | Add +3.8% | 118,619 | $13.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Reduce -25.0% | 118,239 | $13.0M |
| Arkansas Financial Group, Inc. | 1.84% | Reduce -20.0% | 115,876 | $12.7M |
| Net Worth Advisory Group | 2.53% | Add +8.6% | 114,018 | $12.5M |
| Twin Focus Capital Partners, LLC | 1.44% | Add +5.8% | 113,616 | $12.5M |
| Ted Buchan & Co | 4.57% | Add +5.6% | 113,197 | $12.4M |
| Fischer Financial Services, Inc. | 3.18% | Add +1.5% | 109,194 | $12.0M |
| Equitable Holdings, Inc. | 0.08% | Add +8.1% | 108,209 | $11.9M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -12.1% | 105,254 | $11.6M |
| Strategic Investment Advisors / MI | 1.00% | Add +5428.0% | 105,253 | $11.6M |
| Parkway Wealth Management Group, LLC | 1.53% | — | 104,052 | $11.4M |
| Buck Wealth Strategies, LLC | 1.45% | Reduce -4.2% | 103,918 | $11.4M |
| BlueSky Wealth Advisors, LLC | 1.50% | Add +0.1% | 103,588 | $11.4M |
| Verger Capital Management LLC | 3.34% | Add +2.9% | 102,721 | $11.3M |
| Bokf, NA | 0.17% | Add +10.7% | 100,744 | $11.1M |
| Focus Partners Wealth | 0.01% | Add +4.0% | 99,044 | $10.9M |
| Vertex Investment Solutions Co., Ltd. | 10.40% | — | 95,200 | $10.5M |
| White Pine Investment CO | 2.45% | Add +3.4% | 94,519 | $10.4M |
| Wealth Forward, LLC | 5.76% | Add +1.4% | 92,688 | $10.2M |
| Neuberger Berman Group LLC | 0.01% | Reduce -9.7% | 90,764 | $10.0M |
| Private Advisor Group, LLC | 0.04% | Add +1.6% | 85,171 | $9.4M |
| First National Bank & Trust Co. of Newtown | 1.70% | Add +0.5% | 84,444 | $9.3M |
| Financial Enhancement Group LLC | 1.20% | New | 83,970 | $9.2M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -23.8% | 82,424 | $9.1M |
| Guggenheim Capital LLC | 0.07% | Reduce -3.6% | 81,171 | $8.9M |
| Tidal Investments LLC | 0.04% | Reduce -25.3% | 78,501 | $8.6M |
| Ameraudi Asset Management, Inc. | 4.70% | Add +207.7% | 77,874 | $8.6M |
| Fulton Breakefield Broenniman LLC | 0.54% | Reduce -3.7% | 77,417 | $8.5M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | Reduce -0.2% | 77,400 | $8.5M |
| Tme Financial, Inc. | 5.95% | Reduce -9.6% | 77,089 | $8.5M |
| Charles Schwab Trust Co | 0.55% | Reduce -3.6% | 76,546 | $8.4M |
| Asset Management Group, Inc. | 1.35% | Add +0.9% | 75,784 | $8.3M |
| Camden National Bank | 1.14% | Add +4.3% | 75,734 | $8.3M |
| Global Endowment Management, LP | 1.02% | No change | 74,381 | $8.2M |
| Spire Wealth Management | 0.27% | Add +1.3% | 72,906 | $8.0M |
| Stablepoint Partners, LLC | 1.24% | Add +3.9% | 72,497 | $8.0M |
| Slow Capital, Inc. | 0.95% | Add +24.3% | 72,253 | $7.9M |
| Principal Securities, Inc. | 0.12% | Add +3.3% | 71,860 | $7.9M |
| One Wealth Map LLC | 3.92% | Add +1.5% | 69,928 | $7.7M |
| Hillcrest Wealth Advisors - NY, LLC | 3.27% | Add +38.2% | 69,035 | $7.6M |
| Easterly Investment Partners LLC | 0.46% | No change | 68,080 | $7.5M |
| Jones Financial Companies LLLP | 0.00% | Add +45.1% | 66,266 | $7.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -6.1% | 66,131 | $7.3M |
| Frontier Asset Management, LLC | 1.68% | Reduce -5.8% | 65,887 | $7.2M |
| Cerity Partners LLC | 0.01% | Add +36.9% | 65,199 | $7.2M |
| Sumitomo Mitsui Financial Group, Inc. | 0.13% | Add +9.8% | 64,923 | $7.1M |
| Sterling Investment Advisors LLC | 3.25% | Add +4.5% | 61,061 | $6.7M |
| Citigroup Inc. | 0.00% | Reduce -36.3% | 60,665 | $6.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +14.1% | 60,357 | $6.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -9.3% | 60,300 | $6.6M |
| Mustico Financial Group, Inc. | 5.06% | Add +14.0% | 59,484 | $6.6M |
| Fairview Capital Investment Management, LLC | 0.34% | Add +0.7% | 59,614 | $6.6M |
| Rathbones Group PLC | 0.03% | Reduce -7.2% | 58,786 | $6.5M |
| Patten Group, Inc. | 1.18% | Add +14.3% | 57,946 | $6.4M |
| OneDigital Investment Advisors LLC | 0.06% | Reduce -6.5% | 57,661 | $6.3M |
| Insight Wealth Partners, LLC | 2.62% | Add +5.1% | 57,225 | $6.3M |
| Stelac Advisory Services LLC | 2.19% | Reduce -3.9% | 56,436 | $6.2M |
| Horizons Wealth Management | 4.12% | Add +0.8% | 56,398 | $6.2M |
| Impact Partnership Wealth, LLC | 0.79% | Add +43.9% | 56,341 | $6.2M |
| Great Valley Advisor Group, Inc. | 0.12% | Reduce -8.8% | 56,077 | $6.2M |
| Sound Stewardship, LLC | 2.95% | Add +6.6% | 55,983 | $6.2M |
| Connable Office Inc. | 0.56% | Add +0.3% | 55,551 | $6.1M |
| Farther Finance Advisors, LLC | 0.06% | Add +141.2% | 54,136 | $6.0M |
| Curbstone Financial Management Corp | 1.13% | Add +2.5% | 53,604 | $5.9M |
| Axos Invest Inc. | 4.31% | Add +0.3% | 53,323 | $5.9M |
| Rather & Kittrell, Inc. | 0.94% | Add +0.9% | 53,204 | $5.8M |
| Lodestar Private Asset Management LLC | 0.58% | Add +7.4% | 52,533 | $5.8M |
| Brightwater Advisory LLC | 3.83% | No change | 51,505 | $5.7M |
| Migdal Insurance & Financial Holdings Ltd. | 0.05% | Add +2.7% | 51,280 | $5.6M |
| Callan Family Office, LLC | 0.12% | New | 51,104 | $5.6M |
| CoreCap Advisors, LLC | 0.19% | Add +24.4% | 50,056 | $5.5M |
| Parallel Advisors, LLC | 0.10% | Reduce -2.3% | 49,857 | $5.5M |
| Archer Investment Management, LLC | 2.92% | Reduce -32.4% | 49,441 | $5.4M |
| Wealthspire Retirement, LLC | 0.33% | Reduce -3.1% | 48,919 | $5.4M |
| Ssa Swiss Advisors AG | 2.50% | Reduce -21.4% | 48,907 | $5.4M |
| Welch & Forbes LLC | 0.06% | Add +3.0% | 47,656 | $5.2M |
| Cranbrook Wealth Management, LLC | 1.02% | Reduce -1.5% | 46,903 | $5.2M |
| National Bank of Canada | 0.01% | Add +191.6% | 46,709 | $5.1M |
| Blair William & Co. | 0.01% | Reduce -31.2% | 46,579 | $5.1M |
| Mezzasalma Advisors, LLC | 1.23% | Add +106.0% | 46,410 | $5.1M |
| Sage Capital Advisors,llc | 1.21% | Add +0.1% | 46,345 | $5.1M |
| Independent Financial Group, LLC | 0.11% | Add +260.0% | 45,991 | $5.1M |
| NewEdge Advisors, LLC | 0.02% | Add +28.2% | 45,815 | $5.0M |
| Waverly Advisors, LLC | 0.04% | Add +40.6% | 45,224 | $5.0M |
| Fermata Advisors, LLC | 1.17% | Reduce -6.0% | 44,294 | $4.9M |
| Slocum, Gordon & Co LLP | 3.46% | Add +490.3% | 43,502 | $4.8M |
| Financial & Tax Architects, LLC | 1.06% | Reduce -17.4% | 43,113 | $4.7M |
| MRWM Advisors, LLC | 2.51% | Add +0.6% | 42,575 | $4.7M |
| Tiaa Trust, National Association | 0.01% | Add +1.0% | 41,994 | $4.6M |
| Commerce Bank | 0.02% | Reduce -0.3% | 40,814 | $4.5M |
| J.W. Cole Advisors, Inc. | 0.11% | Add +9.6% | 41,685 | $4.5M |
| Comerica Bank | 0.02% | Reduce -3.3% | 40,329 | $4.4M |
| MassMutual Private Wealth & Trust, FSB | 0.11% | Add +2.9% | 39,760 | $4.4M |
| Old Mission Capital LLC | 0.17% | New | 39,529 | $4.3M |
| M&T Bank Corp | 0.01% | Reduce -3.1% | 39,367 | $4.3M |
| Corient Private Wealth LP | 0.01% | Add +13.2% | 38,978 | $4.3M |
| Phillips Financial Management, LLC | 0.28% | Reduce -5.6% | 38,953 | $4.3M |
| Evergreen Capital Management LLC | 0.10% | Add +2.8% | 38,885 | $4.3M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.6% | 38,551 | $4.2M |
| Stephenson & Company, Inc. | 2.31% | Add +7.5% | 38,307 | $4.2M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +0.3% | 38,020 | $4.2M |
| First Trust Advisors LP | 0.00% | Add +3.2% | 37,948 | $4.2M |
| Minot DeBlois Advisors LLC | 3.72% | Add +10.1% | 37,676 | $4.1M |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 36,027 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.9% | 35,843 | $3.9M |
| Sequent Planning LLC | 0.98% | Add +4.1% | 35,048 | $3.9M |
| Edgestream Partners, L.P. | 0.11% | Reduce -30.4% | 34,937 | $3.8M |
| Cornerstone Financial Group, LLC | 2.66% | Add +1.6% | 34,612 | $3.8M |
| Wealth Alliance, LLC | 0.37% | Add +1.1% | 34,514 | $3.8M |
| Summit Financial, LLC | 0.06% | Add +7.5% | 34,512 | $3.8M |
| RFG Advisory, LLC | 0.07% | Reduce -1.1% | 34,413 | $3.8M |
| IFP Advisors, Inc | 0.08% | Add +0.1% | 34,250 | $3.8M |
| Rothschild Wealth LLC | 0.36% | Add +13.9% | 34,107 | $3.7M |
| Modera Wealth Management, LLC | 0.04% | Reduce -4.8% | 33,983 | $3.7M |
| Alongside, LLC | 1.21% | — | 33,027 | $3.6M |
| Arax Advisory Partners | 0.11% | New | 32,960 | $3.6M |
| Foster & Motley Inc. | 0.19% | Add +0.2% | 32,946 | $3.6M |
| US Bancorp \de | 0.00% | Reduce -13.3% | 32,813 | $3.6M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.4% | 32,560 | $3.6M |
| Captrust Financial Advisors | 0.01% | Reduce -0.7% | 32,419 | $3.6M |
| Transamerica Financial Advisors, LLC | 0.30% | Reduce -2.9% | 32,327 | $3.6M |
| MAI Capital Management | 0.02% | Add +19.6% | 31,730 | $3.5M |
| Bank of Montreal | 0.00% | Add +8.6% | 31,476 | $3.5M |
| Bragg Financial Advisors, Inc | 0.11% | Add +3.1% | 31,459 | $3.5M |
| Sigma Planning Corp | 0.09% | Reduce -2.3% | 31,152 | $3.4M |
| Evelyn Partners Investment Management (Europe) Ltd | 1.11% | Reduce -4.6% | 31,123 | $3.4M |
| Greenspring Advisors, LLC | 0.21% | Add +1209.0% | 30,709 | $3.4M |
| First Horizon Corp. | 0.15% | Reduce -9.5% | 30,491 | $3.4M |
| Graham Capital Management, L.P. | 0.16% | New | 30,400 | $3.3M |
| Exencial Wealth Advisors, LLC | 0.11% | Add +2.4% | 30,395 | $3.3M |
| SigFig Wealth Management, LLC | 0.10% | Add +3.7% | 30,162 | $3.3M |
| Nwam LLC | 0.18% | Reduce -0.8% | 29,977 | $3.3M |
| Level Four Advisory Services, LLC | 0.11% | Reduce -2.6% | 29,837 | $3.3M |
| Barclays PLC | 0.00% | Reduce -3.6% | 29,404 | $3.2M |
| Sigma Investment Counselors Inc. | 0.16% | Reduce -0.5% | 29,039 | $3.2M |
| Fortitude Family Office, LLC | 0.74% | Reduce -6.5% | 28,771 | $3.2M |
| Mgo One Seven LLC | 0.06% | Add +50.8% | 28,562 | $3.1M |
| Adirondack Trust Co. | 1.03% | Reduce -7.0% | 28,423 | $3.1M |
| Modern Wealth Management, LLC | 0.06% | Reduce -5.8% | 28,229 | $3.1M |
| Private Advisory Group LLC | 0.24% | Add +11.8% | 27,890 | $3.1M |
| Insigneo Advisory Services, LLC | 0.22% | Reduce -9.4% | 27,758 | $3.1M |
| Samalin Investment Counsel, LLC | 1.09% | Reduce -1.3% | 27,729 | $3.0M |
| Chicago Partners Investment Group LLC | 0.07% | Add +3.0% | 27,600 | $3.0M |
| Park Avenue Securities LLC | 0.03% | Add +339.0% | 27,677 | $3.0M |
| Texas Bank & Trust Co | 1.11% | Add +29.8% | 27,672 | $3.0M |
| Sage Financial Group Inc. | 0.20% | No change | 27,414 | $3.0M |
| AMG National Trust Bank | 0.07% | Reduce -2.7% | 27,334 | $3.0M |
| Bartlett & Co. Wealth Management LLC | 0.04% | Reduce -1.0% | 27,305 | $3.0M |
| CFS Investment Advisory Services, LLC | 0.22% | Add +0.9% | 27,132 | $3.0M |
| Calton & Associates, Inc. | 0.44% | Add +6.8% | 27,042 | $3.0M |
| United Services Automobile Association | 0.19% | Add +0.0% | 26,956 | $3.0M |
| Garner Asset Management Corp | 1.12% | Add +43.6% | 26,607 | $2.9M |
| Coastal Bridge Advisors, LLC | 0.22% | Add +0.3% | 26,529 | $2.9M |
| Cordant, Inc. | 1.19% | Add +3.4% | 25,798 | $2.8M |
| Composition Wealth, LLC | 0.04% | Reduce -40.6% | 25,359 | $2.8M |
| Tandemgrowth Financial Advisors LLC | 2.43% | — | 25,353 | $2.8M |
| Scratch Capital LLC | 1.82% | No change | 25,252 | $2.8M |
| Cibc World Market Inc. | 0.00% | Add +0.9% | 25,096 | $2.8M |
| Lifetime Wealth Management P.C. | 1.75% | — | 24,992 | $2.7M |
| Allstreet Capital Advisors LLC | 1.94% | — | 24,433 | $2.7M |
| Legacy PCG, LLC | 1.64% | New | 24,155 | $2.7M |
| Millennium Management | 0.00% | Add +75.5% | 24,102 | $2.6M |
| Lyell Wealth Management, LP | 0.19% | Reduce -2.8% | 24,078 | $2.6M |
| James Investment Research, Inc. | 0.29% | Reduce -15.3% | 23,954 | $2.6M |
| DV Trading LLC | 0.23% | — | 23,818 | $2.6M |
| Hilltop Holdings Inc. | 0.16% | Add +39.7% | 23,765 | $2.6M |
| PKS Advisory Services, LLC | 0.60% | Reduce -19.5% | 23,749 | $2.6M |
| Hughes Financial Services, LLC | 0.41% | Add +1.0% | 23,459 | $2.6M |
| Crabel Capital Management, LLC | 1.94% | Reduce -54.4% | 23,340 | $2.6M |
| Climber Capital SA | 1.65% | — | 23,055 | $2.5M |
| Advisory Services Network, LLC | 0.04% | Add +2.5% | 22,826 | $2.5M |
| Heritage Trust Co | 0.25% | Reduce -9.7% | 22,723 | $2.5M |
| Leavell Investment Management, Inc. | 0.10% | Add +37.9% | 22,684 | $2.5M |
| Sykon Capital LLC | 0.79% | Reduce -25.2% | 22,456 | $2.5M |
| Gibraltar Capital Management, Inc. | 0.41% | Add +11.7% | 22,171 | $2.4M |
| Valpey Financial Services, LLC | 1.55% | Add +1.0% | 22,100 | $2.4M |
| Ti-Trust, Inc. | 1.50% | Add +0.8% | 22,099 | $2.4M |
| Peak Financial Management, Inc. | 0.61% | Add +0.4% | 21,418 | $2.4M |
| Golden Bell Financial Planning LLC | 1.95% | Reduce -0.6% | 21,288 | $2.3M |
| Archford Capital Strategies, LLC | 0.26% | New | 20,543 | $2.3M |
| Ascent Wealth Partners, LLC | 0.26% | Reduce -3.6% | 20,529 | $2.3M |
| WealthCollab, LLC | 0.89% | Reduce -0.1% | 19,673 | $2.2M |
| Addison Capital Co | 0.54% | Add +30.2% | 19,541 | $2.1M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -3.3% | 19,308 | $2.1M |
| Betterment LLC | 0.00% | Add +10.7% | 19,213 | $2.1M |
| Chesapeake Capital Corp. | 1.76% | No change | 19,159 | $2.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +56.4% | 19,007 | $2.1M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -0.2% | 19,007 | $2.1M |
| Townsend Financial Planning, LLC | 2.08% | — | 18,950 | $2.1M |
| Bull Street Advisors, LLC | 0.97% | Reduce -4.0% | 18,933 | $2.1M |
| GTS Securities LLC | 0.07% | New | 18,839 | $2.1M |
| Zhang Financial LLC | 0.08% | Add +10.9% | 18,771 | $2.1M |
| Brookwood Investment Group LLC | 0.25% | Reduce -1.6% | 18,669 | $2.1M |
| Arkadios Wealth Advisors | 0.04% | Reduce -1.8% | 18,640 | $2.0M |
| RCW Management, LLC | 2.06% | — | 18,568 | $2.0M |
| Procyon Advisors, LLC | 0.10% | Add +31.4% | 18,264 | $2.0M |
| Fortune Financial Advisors, LLC | 1.35% | Reduce -1.3% | 18,235 | $2.0M |
| Invictus Private Wealth, LLC | 0.12% | Reduce -1.2% | 18,158 | $2.0M |
| Savant Capital, LLC | 0.01% | Reduce -15.2% | 18,150 | $2.0M |
| Deutsche Bank AG | 0.00% | Reduce -12.2% | 18,068 | $2.0M |
| Simon Quick Advisors, LLC | 0.08% | Add +1.6% | 17,444 | $1.9M |
| Vontobel Holding Ltd. | 0.01% | No change | 17,179 | $1.9M |
| Archvest Wealth Advisors, Inc. | 1.20% | Add +11.2% | 17,057 | $1.9M |
| Forteris Wealth Management Inc. | 1.83% | — | 16,926 | $1.9M |
| Yanni & Associates Investment Advisors, LLC | 1.86% | — | 16,899 | $1.9M |
| Wealthedge Investment Advisors, LLC | 0.69% | Reduce -1.0% | 16,898 | $1.9M |
| Integrated Advisors Network LLC | 0.08% | Add +5.9% | 16,758 | $1.8M |
| Fairway Wealth LLC | 0.49% | Add +5.9% | 16,623 | $1.8M |
| First American Trust, FSB | 0.13% | Add +13.4% | 16,582 | $1.8M |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 16,559 | $1.8M |
| Independent Family Office, LLC | 0.76% | Reduce -7.9% | 16,526 | $1.8M |
| Principia Wealth Advisory, LLC | 1.14% | Add +116.5% | 16,526 | $1.8M |
| Robertson Stephens Wealth Management, LLC | 0.05% | New | 16,443 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Add +10.3% | 16,296 | $1.8M |
| BTG Pactual Asset Management US LLC | 0.20% | New | 16,901 | $1.8M |
| Pure Portfolios Holdings LLC | 0.54% | Add +2.3% | 16,225 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Reduce -7.3% | 16,216 | $1.8M |
| Larson Financial Group LLC | 0.06% | Reduce -7.0% | 16,090 | $1.8M |
| Brookstone Capital Management | 0.02% | Add +8.7% | 16,010 | $1.8M |
| WASHINGTON TRUST Co | 0.06% | Reduce -7.0% | 15,965 | $1.8M |
| Cannon Financial Strategists, Inc. | 0.24% | Add +0.5% | 15,949 | $1.8M |
| Perissos Private Wealth Management, LLC | 1.51% | Reduce -1.6% | 15,941 | $1.8M |
| TrueWealth Financial Partners | 1.43% | New | 15,708 | $1.7M |
| True Blue Financial, LLC | 1.43% | — | 15,708 | $1.7M |
| Ellis Investment Partners, LLC | 0.30% | Reduce -3.3% | 15,692 | $1.7M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -2.2% | 15,417 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +75.7% | 15,411 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -4.2% | 15,287 | $1.7M |
| Two Sigma Securities, LLC | 0.23% | New | 15,227 | $1.7M |
| Arete Wealth Advisors, LLC | 0.12% | Reduce -2.5% | 15,203 | $1.7M |
| EP Wealth Advisors, LLC | 0.01% | — | 15,191 | $1.7M |
| Whalen Wealth Management Inc. | 0.89% | Add +11.3% | 15,058 | $1.7M |
| AQR Capital Management | 0.00% | Add +1.4% | 15,027 | $1.7M |
| Blue Fin Capital, Inc. | 0.26% | Add +4.4% | 15,018 | $1.7M |
| Trust Co. of Toledo NA | 0.16% | No change | 15,008 | $1.6M |
| Darden Wealth Group Inc | 0.80% | Reduce -2.4% | 14,898 | $1.6M |
| Sterling Financial Planning, Inc. | 0.49% | Add +3.2% | 14,867 | $1.6M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -12.2% | 14,806 | $1.6M |
| Biondo Investment Advisors, LLC | 0.20% | Add +3.0% | 14,815 | $1.6M |
| Spring Capital Management, LLC | 0.82% | Add +1.1% | 14,686 | $1.6M |
| Pflug Koory, LLC | 0.75% | Reduce -1.0% | 14,673 | $1.6M |
| American Investment Services, Inc. | 0.37% | Add +3.3% | 14,664 | $1.6M |
| CPA Asset Management Group, LLC | 0.57% | No change | 14,657 | $1.6M |
| Fiducient Advisors LLC | 0.20% | Add +1.5% | 14,423 | $1.6M |
| City State Bank | 0.43% | Reduce -4.6% | 14,380 | $1.6M |
| TD Private Client Wealth LLC | 0.03% | Reduce -3.9% | 14,374 | $1.6M |
| Patton Albertson Miller Group, LLC | 0.18% | Add +37.3% | 14,156 | $1.6M |
| Elevation Point Wealth Partners, LLC | 0.07% | Add +146.3% | 14,007 | $1.5M |
| Pinnacle Financial Partners, Inc. | 0.01% | — | 13,898 | $1.5M |
| Madden Advisory Services, Inc. | 0.61% | Add +3.7% | 13,885 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Add +33.2% | 13,832 | $1.5M |
| SouthState Bank Corp | 0.07% | Reduce -0.1% | 13,792 | $1.5M |
| Money Concepts Capital Corp. | 0.08% | Reduce -63.5% | 13,664 | $1.5M |
| William Howard & Co Financial Advisors Inc | 1.24% | Add +0.7% | 13,410 | $1.5M |
| PFG Investments, LLC | 0.07% | Reduce -14.3% | 13,370 | $1.5M |
| E&G Advisors, LLC | 0.32% | Reduce -2.4% | 13,203 | $1.5M |
| CreativeOne Wealth, LLC | 0.03% | Add +20.4% | 12,998 | $1.4M |
| Soltis Investment Advisors LLC | 0.09% | Add +65.8% | 12,757 | $1.4M |
| Avos Capital Management, LLC | 0.59% | Add +0.5% | 12,341 | $1.4M |
| Mma Asset Management LLC | 0.48% | Add +6.0% | 12,333 | $1.4M |
| Calder Financial LLC | 1.32% | — | 12,214 | $1.3M |
| Milestones Private Investment Advisors LLC | 0.92% | Add +11.4% | 12,209 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -0.2% | 12,181 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +100.1% | 12,115 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -1.1% | 12,069 | $1.3M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -11.1% | 12,059 | $1.3M |
| Trek Financial, LLC | 0.08% | Reduce -4.2% | 11,901 | $1.3M |
| First National Trust Co | 0.04% | Add +63.5% | 11,771 | $1.3M |
| Arrow Investment Advisors, LLC | 1.42% | No change | 11,631 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +208.8% | 11,620 | $1.3M |
| Note Advisors, LLC | 0.65% | Add +35.1% | 11,557 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Add +5.1% | 11,453 | $1.3M |
| Harbour Investments, Inc. | 0.03% | Reduce -14.2% | 11,345 | $1.2M |
| Bearing Point Capital, LLC | 0.20% | Add +8.1% | 11,342 | $1.2M |
| Prospera Financial Services Inc | 0.02% | Reduce -3.6% | 11,309 | $1.2M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -5.2% | 11,205 | $1.2M |
| &partners | 0.01% | Reduce -13.2% | 11,621 | $1.2M |
| 180 Wealth Advisors, LLC | 0.14% | Reduce -7.7% | 11,198 | $1.2M |
| SBI Securities Co., Ltd. | 0.03% | Reduce -3.5% | 11,157 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.06% | Add +5.6% | 11,146 | $1.2M |
| Courier Capital LLC | 0.07% | Reduce -0.0% | 11,055 | $1.2M |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 10,990 | $1.2M |
| Founders Financial Securities LLC | 0.07% | Reduce -17.0% | 10,984 | $1.2M |
| Indivisible Partners | 0.13% | — | 10,966 | $1.2M |
| CWC Advisors, LLC. | 0.58% | Add +5.2% | 10,879 | $1.2M |
| VestGen Investment Management | 0.65% | Reduce -3.9% | 10,599 | $1.2M |
| Grey Fox Wealth Advisors, LLC | 0.24% | Reduce -8.6% | 10,571 | $1.2M |
| Chemistry Wealth Management LLC | 0.21% | No change | 10,447 | $1.1M |
| Arcataur Capital Management LLC | 0.33% | No change | 10,399 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -17.3% | 10,290 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +9.1% | 10,175 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +5.4% | 10,169 | $1.1M |
| McCartney Wealth Management LLC | 0.96% | — | 10,130 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.3% | 10,068 | $1.1M |
| United Capital Financial Advisors, LLC | 0.01% | Add +53.3% | 10,040 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | No change | 9,964 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.04% | Add +58.5% | 9,919 | $1.1M |
| BOS Asset Management, LLC | 0.29% | Reduce -1.6% | 9,916 | $1.1M |
| Parkside Financial Bank & Trust | 0.08% | Add +2.3% | 9,903 | $1.1M |
| Allworth Financial LP | 0.00% | Reduce -37.6% | 9,871 | $1.1M |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -1.8% | 9,839 | $1.1M |
| Wesbanco Bank Inc. | 0.03% | Reduce -12.1% | 9,817 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -5.5% | 9,796 | $1.1M |
| Bank of Marin | 0.74% | Reduce -0.6% | 9,742 | $1.1M |
| StoneX Group Inc. | 0.05% | Reduce -0.3% | 9,668 | $1.1M |
| Unique Wealth Strategies, LLC | 0.41% | Add +5.0% | 9,589 | $1.1M |
| Sepio Capital, LP | 0.06% | Add +1.1% | 9,533 | $1.0M |
| Jacobi Capital Management LLC | 0.06% | Reduce -3.7% | 9,526 | $1.0M |
| Atlantic Union Bankshares Corp | 0.02% | Reduce -1.2% | 9,457 | $1.0M |
| Sovereign Financial Group, Inc. | 0.18% | Reduce -2.5% | 9,282 | $1.0M |
| Aviance Capital Partners, LLC | 0.12% | Add +8.6% | 9,279 | $1.0M |
| Engineers Gate Manager LP | 0.01% | Reduce -49.0% | 9,235 | $1.0M |
| Maridea Wealth Management LLC | 0.15% | Add +2.3% | 9,221 | $1.0M |
| National Philanthropic Trust | 0.01% | No change | 9,201 | $1.0M |
| Fiduciary Financial Group, LLC | 0.14% | Reduce -3.0% | 9,127 | $1.0M |
| TFB Advisors LLC | 0.28% | Reduce -0.1% | 9,080 | $998K |
| Envision Financial LLC | 0.52% | Add +200.0% | 9,000 | $989K |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0.15% | Add +20.0% | 9,000 | $989K |
| GeoWealth Management, LLC | 0.04% | Add +26.7% | 8,938 | $982K |
| Waystone Advisors LLC | 0.84% | — | 8,911 | $979K |
| Gould Asset Management LLC | 0.17% | Add +7.6% | 8,891 | $977K |
| Shayne & Jacobs, LLC | 0.30% | No change | 8,880 | $976K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -1.5% | 8,855 | $973K |
| Keel Point, LLC | 0.06% | Add +2.3% | 8,846 | $972K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -27.1% | 8,826 | $970K |
| Apella Capital, LLC | 0.02% | Add +3.4% | 8,773 | $964K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -0.8% | 8,741 | $961K |
| Capstone Wealth Management Group LLC | 0.57% | Add +121.8% | 8,626 | $948K |
| Christensen, King & Associates Investment Services, Inc. | 0.40% | Reduce -1.1% | 8,610 | $946K |
| Global Retirement Partners, LLC | 0.02% | Add +18.3% | 8,596 | $945K |
| Performance Wealth Partners, LLC | 0.03% | Reduce -7.4% | 8,559 | $941K |
| Fund Evaluation Group, LLC | 0.03% | Reduce -0.5% | 8,554 | $940K |
| Nest Investments, LLC | 0.78% | — | 8,523 | $937K |
| Fell Capital Management | 0.91% | — | 8,520 | $936K |
| Seldon Capital LP | 0.32% | No change | 8,515 | $936K |
| AE Wealth Management LLC | 0.01% | Add +4.5% | 8,449 | $929K |
| Exit Wealth Advisors, LLC. | 0.54% | Add +28.1% | 8,290 | $911K |
| Fox Hill Wealth Management | 0.42% | Reduce -6.2% | 8,252 | $907K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.2% | 8,239 | $906K |
| Cullen/Frost Bankers, Inc. | 0.01% | Reduce -4.5% | 8,206 | $902K |
| Naples Global Advisors, LLC | 0.07% | Add +34.6% | 8,185 | $900K |
| SG Americas Securities, LLC | 0.00% | Reduce -94.2% | 8,122 | $893K |
| Stock Yards Bank & Trust Co. | 0.03% | Reduce -5.5% | 8,116 | $892K |
| Portside Wealth Group, LLC | 0.12% | Reduce -4.9% | 8,109 | $891K |
| Palisade Asset Management, LLC | 0.09% | Reduce -4.3% | 8,106 | $891K |
| Dorsey & Whitney Trust CO LLC | 0.05% | Add +0.2% | 8,056 | $885K |
| Florin Court Capital LLP | 1.22% | Add +40.4% | 8,000 | $879K |
| TritonPoint Partners, LLC | 0.46% | — | 7,801 | $857K |
| Flagship Harbor Advisors, LLC | 0.04% | Add +25.5% | 7,711 | $848K |
| Alliance Wealth Advisors, LLC | 0.18% | Reduce -39.0% | 7,711 | $848K |
| Fiduciary Trust Co | 0.01% | Add +24.2% | 7,700 | $846K |
| Vise Technologies, Inc. | 0.02% | Add +320.3% | 7,699 | $846K |
| Capital Analysts, LLC | 0.02% | Reduce -0.1% | 7,617 | $837K |
| Chapin Davis, Inc. | 0.20% | Add +0.0% | 7,615 | $837K |
| Cresset Asset Management, LLC | 0.00% | Add +11.5% | 7,605 | $836K |
| Kelsey Financial, LLC | 0.71% | — | 7,572 | $832K |
| Daymark Wealth Partners, LLC | 0.03% | Add +1.8% | 7,542 | $829K |
| Fortis Group Advisors, LLC | 0.14% | Add +6175.6% | 7,468 | $825K |
| Duncker Streett & Co. Inc. | 0.14% | Add +0.3% | 7,405 | $814K |
| Clark Capital Management Group, Inc. | 0.01% | New | 7,370 | $810K |
| FineMark National Bank & Trust | 0.02% | Reduce -8.3% | 7,268 | $799K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +17.0% | 7,242 | $796K |
| Cedrus Wealth Group LLC | 0.73% | — | 7,230 | $795K |
| Kelleher Financial Advisors | 0.18% | No change | 7,220 | $794K |
| Family Legacy Financial Solutions, LLC | 0.60% | Reduce -22.2% | 7,129 | $784K |
| Farrell Financial LLC | 0.46% | Add +1.4% | 7,119 | $782K |
| Austin Asset Management Co Inc | 0.13% | Add +0.7% | 7,076 | $778K |
| Wellington Shields & Co., LLC | 0.19% | No change | 7,067 | $777K |
| Banque Pictet & Cie SA | 0.01% | No change | 7,050 | $775K |
| Atlas Brown,Inc. | 0.23% | Add +0.3% | 7,020 | $772K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -18.4% | 6,991 | $768K |
| Smith, Moore & Co. | 0.06% | Add +0.1% | 6,956 | $765K |
| Klingenstein Fields & Co. LP | 0.03% | Reduce -3.8% | 6,860 | $754K |
| Balefire, LLC | 0.15% | Add +4.1% | 6,833 | $751K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -0.6% | 6,818 | $749K |
| Planned Solutions, Inc. | 0.24% | No change | 6,707 | $737K |
| Wedbush Securities Inc. | 0.02% | Reduce -6.2% | 6,665 | $733K |
| Interactive Financial Advisors, Inc. | 0.47% | Reduce -29.9% | 6,611 | $727K |
| Turim 21 Investimentos Ltda. | 0.28% | Reduce -83.5% | 6,570 | $722K |
| Bigelow Investment Advisors, LLC | 0.28% | Reduce -2.0% | 6,550 | $720K |
| Regal Investment Advisors LLC | 0.04% | Add +18.2% | 6,504 | $715K |
| WealthTrust Axiom LLC | 0.18% | No change | 6,500 | $714K |
| Cauble & Harre Wealth Management, Inc. | 0.59% | — | 6,450 | $709K |
| Arta Finance Wealth Management LLC | 0.36% | — | 6,434 | $707K |
| Summa Corp. | 0.30% | No change | 6,430 | $707K |
| First United Bank & Trust | 0.23% | Add +1.9% | 6,427 | $706K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -5.8% | 6,409 | $704K |
| Red Wave Investments LLC | 0.21% | Reduce -0.6% | 6,325 | $695K |
| DMC Group, LLC | 0.46% | Reduce -9.4% | 6,278 | $690K |
| Belpointe Asset Management LLC | 0.02% | Add +236.8% | 6,220 | $684K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -16.5% | 6,213 | $683K |
| Fifth Third Bancorp | 0.00% | Reduce -26.2% | 6,207 | $682K |
| DecisionMap Wealth Management, LLC | 0.42% | Add +8.6% | 6,189 | $680K |
| American Trust | 0.06% | Add +46.6% | 6,154 | $676K |
| Northern Trust Corp. | 0.00% | Reduce -14.3% | 6,117 | $672K |
| Busey Bank | 0.02% | Reduce -9.9% | 6,108 | $671K |
| J2 Capital Management Inc | 0.49% | Add +5.3% | 6,104 | $671K |
| Tranquilli Financial Advisor LLC | 0.39% | Reduce -3.1% | 6,099 | $670K |
| Westfuller Advisors, LLC | 0.27% | Reduce -5.2% | 6,095 | $670K |
| Tiemann Investment Advisors, LLC | 0.26% | No change | 6,095 | $670K |
| Charter Capital Management, LLC\DE | 0.34% | Add +12.7% | 6,058 | $666K |
| Inscription Capital, LLC | 0.07% | Reduce -3.5% | 6,041 | $664K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -58.4% | 6,038 | $664K |
| Atwater Malick LLC | 0.18% | Reduce -8.8% | 5,993 | $659K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -0.8% | 5,985 | $658K |
| Zinnia Wealth Advisory, LLC | 0.71% | — | 5,946 | $654K |
| Alpha Cubed Investments, LLC | 0.02% | Reduce -13.4% | 5,937 | $653K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.0% | 5,916 | $650K |
| Johnson Financial Group, LLC | 0.04% | No change | 5,906 | $649K |
| Headlands Technologies LLC | 0.05% | Add +38.8% | 5,858 | $644K |
| Avior Wealth Management, LLC | 0.02% | Reduce -22.9% | 5,842 | $642K |
| Summitry LLC | 0.03% | No change | 5,805 | $638K |
| PFG Advisors | 0.03% | Reduce -13.0% | 5,800 | $637K |
| Winter & Associates, Inc. | 0.59% | — | 5,788 | $636K |
| Glenview Trust Co | 0.01% | Reduce -6.6% | 5,765 | $634K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +8.6% | 5,733 | $630K |
| Awm Capital, LLC | 0.06% | Reduce -6.7% | 5,724 | $629K |
| VestGen Advisors, LLC | 0.03% | Add +113.6% | 5,720 | $629K |
| Faithward Advisors, LLC | 0.09% | Add +1.1% | 5,689 | $625K |
| Regions Financial Corp. | 0.00% | Reduce -8.2% | 5,626 | $618K |
| IHT Wealth Management, LLC | 0.01% | Add +13.8% | 5,614 | $617K |
| Rossby Financial, LCC | 0.19% | Add +1484.1% | 5,592 | $615K |
| American Financial Advisors, LLC | 0.08% | Reduce -27.9% | 5,586 | $614K |
| Stephens Inc. | 0.01% | Add +20.9% | 5,573 | $613K |
| Summit Wealth Group, LLC | 0.14% | Add +0.8% | 5,543 | $609K |
| Caldwell Trust Co | 0.05% | Reduce -0.5% | 5,512 | $606K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -5.5% | 5,463 | $602K |
| Kovack Advisors, Inc. | 0.03% | Add +17.6% | 5,461 | $600K |
| TrustWell Financial Advisors, LLC | 0.58% | — | 5,457 | $600K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.23% | Add +0.3% | 5,454 | $599K |
| Financial Architects, LLC | 0.32% | New | 5,450 | $599K |
| Canandaigua National Bank & Trust Co. | 0.05% | Reduce -11.7% | 5,447 | $599K |
| Itau Unibanco Holding S.A. | 0.01% | Add +6.9% | 5,437 | $598K |
| Rik Saylor Financial, Inc. | 0.44% | Reduce -6.2% | 5,416 | $595K |
| Moors & Cabot, Inc. | 0.03% | Add +46.2% | 5,410 | $595K |
| Citizens & Northern Corp. | 0.15% | Add +5.3% | 5,404 | $594K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -1.8% | 5,400 | $594K |
| Veratis Advisors, Inc. | 0.47% | — | 5,282 | $588K |
| FC Advisory LLC | 0.17% | Add +0.7% | 5,343 | $587K |
| Baldwin Investment Management, LLC | 0.06% | No change | 5,200 | $572K |
| Single Point Partners, LLC | 0.11% | No change | 5,194 | $571K |
| Hardin Capital Partners, LLC | 0.27% | No change | 5,179 | $569K |
| Gibson Capital, LLC | 0.10% | Reduce -0.0% | 5,167 | $568K |
| Elm Partners Management LLC | 0.03% | Add +61.6% | 5,116 | $562K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +19.4% | 5,092 | $560K |
| Integrity Alliance, Llc. | 0.02% | New | 5,091 | $560K |
| BCS Private Wealth Management, Inc. | 0.19% | No change | 5,070 | $557K |
| Rosenblum Silverman Sutton S F Inc. | 0.13% | No change | 5,070 | $557K |
| FSA Investment Group, LLC | 0.34% | Add +13.6% | 5,054 | $555K |
| Shade Tree Advisors LLC | 0.42% | Add +48.2% | 5,036 | $554K |
| Carr Financial Group Corp | 0.15% | Reduce -9.8% | 5,033 | $553K |
| Bluefin Capital Management, LLC | 0.16% | New | 5,000 | $550K |
| Baker Ellis Asset Management LLC | 0.07% | New | 5,000 | $550K |
| Bath Savings Trust Co | 0.05% | Reduce -20.7% | 4,985 | $548K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -18.3% | 4,979 | $547K |
| Quest 10 Wealth Builders, Inc. | 0.49% | Reduce -23.4% | 4,964 | $546K |
| Private Harbour Investment Management & Counsel, LLC | 0.56% | Reduce -1.0% | 4,905 | $539K |
| Upper Left Wealth Management, LLC | 0.33% | Add +14.1% | 4,871 | $535K |
| Tilia Fiduciary Partners, Inc. | 0.29% | Reduce -6.1% | 4,811 | $529K |
| Diversify Wealth Management, LLC | 0.02% | Reduce -0.4% | 4,784 | $528K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -4.0% | 4,797 | $527K |
| Ancora Advisors LLC | 0.01% | Reduce -1.6% | 4,793 | $527K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | Add +0.1% | 4,786 | $526K |
| W1M Asset Management Ltd | 0.01% | New | 4,762 | $523K |
| Oder Investment Management, LLC | 0.38% | Add +0.2% | 4,721 | $519K |
| Gill Capital Partners, LLC | 0.16% | Reduce -1.1% | 4,711 | $518K |
| Corepath Wealth Partners LLC | 0.35% | Reduce -2.0% | 4,694 | $517K |
| Trust Co. of Vermont | 0.02% | Reduce -8.5% | 4,699 | $516K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -4.2% | 4,667 | $514K |
| Virtue Asset Management LLC | 0.42% | No change | 4,666 | $513K |
| Syntax Research, Inc. | 0.31% | Add +1.1% | 4,633 | $509K |
| Clearstead Advisors, LLC | 0.01% | Reduce -5.9% | 4,625 | $508K |
| Councilor Wealth, LLC | 0.24% | Add +1.0% | 4,619 | $508K |
| Verus Capital Partners, LLC | 0.03% | Add +0.8% | 4,613 | $507K |
| Rubicon Advisors, GP | 0.47% | — | 4,564 | $502K |
| Ascent Group, LLC | 0.02% | Reduce -40.6% | 4,563 | $502K |
| Portfolio Resources Advisor Group, Inc. | 0.50% | — | 4,550 | $500K |
| Jeppson Wealth Management, LLC | 0.16% | Add +1.1% | 4,531 | $498K |
| Ballentine Partners, LLC | 0.01% | No change | 4,521 | $497K |
| Mission Creek Capital Partners, Inc. | 0.10% | Reduce -23.9% | 4,469 | $491K |
| Flaharty Asset Management, LLC | 0.06% | No change | 4,466 | $491K |
| Grandview Asset Management LLC | 0.13% | Reduce -2.5% | 4,417 | $486K |
| Aspiriant, LLC | 0.01% | Add +2.2% | 4,373 | $481K |
| Parker Financial LLC | 0.19% | Reduce -0.7% | 4,337 | $477K |
| Focus Financial Network, Inc. | 0.02% | Reduce -6.6% | 4,319 | $475K |
| Cardiff Park Advisors, LLC | 0.04% | Add +0.5% | 4,314 | $474K |
| Smithbridge Asset Management Inc. | 0.04% | Add +4.2% | 4,291 | $472K |
| Hardy Reed LLC | 0.03% | Add +15.5% | 4,272 | $470K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.3% | 4,255 | $468K |
| AlphaCore Capital LLC | 0.01% | Add +93.2% | 4,255 | $468K |
| Godfrey Financial Associates, Inc. | 0.40% | — | 4,247 | $467K |
| Clarity Financial LLC | 0.04% | Reduce -9.7% | 4,246 | $467K |
| Visionary Wealth Advisors | 0.02% | Reduce -40.6% | 4,232 | $465K |
| Flputnam Investment Management Co. | 0.01% | Reduce -18.7% | 4,211 | $463K |
| Prudent Man Advisors, LLC | 0.17% | No change | 4,197 | $461K |
| Fisher Asset Management | 0.00% | Reduce -41.7% | 4,193 | $461K |
| Courage Miller Partners, LLC | 0.14% | Reduce -5.7% | 4,177 | $459K |
| XTX Topco Ltd | 0.01% | New | 4,166 | $458K |
| Dorsey Wright & Associates | 0.10% | Reduce -9.0% | 4,147 | $456K |
| NorthLanding Financial Partners, LLC | 0.36% | Add +0.3% | 4,101 | $451K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -12.5% | 4,098 | $450K |
| 10Elms LLP | 0.47% | Reduce -5.5% | 4,061 | $446K |
| Smith Thornton Advisors LLC | 0.23% | Reduce -0.5% | 4,035 | $443K |
| FSM Wealth Advisors, LLC | 0.06% | Add +5.1% | 4,028 | $443K |
| Rwa Wealth Partners, LLC | 0.00% | Reduce -93.1% | 4,011 | $441K |
| Market Street Wealth Management Advisors LLC | 0.07% | No change | 4,007 | $440K |
| JMG Financial Group, Ltd. | 0.01% | Reduce -0.6% | 4,007 | $440K |
| Eq Wealth Advisors, LLC | 0.26% | No change | 4,004 | $440K |
| Auour Investments LLC | 0.14% | Add +0.5% | 3,979 | $437K |
| First Growth Capital LLC | 0.38% | — | 3,895 | $432K |
| Invesco Ltd. | 0.00% | Reduce -6.6% | 3,911 | $430K |
| Evelyn Partners Asset Management Ltd | 0.10% | Add +8.8% | 3,882 | $427K |
| Bar Harbor Wealth Management | 0.02% | Add +16.3% | 3,877 | $426K |
| Houlihan Financial Resource Group, Ltd. | 0.16% | New | 3,846 | $424K |
| Mosley Wealth Management | 0.19% | — | 3,803 | $423K |
| Scotia Capital Inc. | 0.00% | New | 3,821 | $420K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -13.1% | 3,797 | $417K |
| Personal Cfo Solutions, LLC | 0.07% | Reduce -9.2% | 3,791 | $417K |
| Country Trust Bank | 0.01% | Add +6306.8% | 3,780 | $415K |
| Journey Advisory Group, LLC | 0.03% | No change | 3,762 | $413K |
| Evanson Asset Management, LLC | 0.02% | Add +0.5% | 3,714 | $408K |
| Silverlake Wealth Management LLC | 0.09% | No change | 3,711 | $408K |
| Capital Wealth Alliance, LLC | 0.17% | Add +0.8% | 3,667 | $406K |
| Matrix Trust Co | 0.07% | Add +7.6% | 3,686 | $405K |
| SageView Advisory Group, LLC | 0.01% | Add +0.3% | 3,662 | $402K |
| Werba Rubin Papier Wealth Management | 0.11% | New | 3,650 | $401K |
| Legal & General Group Plc | 0.00% | Reduce -69.3% | 3,645 | $401K |
| Private Trust Co. NA | 0.04% | Add +58.7% | 3,635 | $400K |
| Flagstar Securities, Inc. | 0.13% | Add +5.7% | 3,631 | $399K |
| WFA of San Diego, LLC | 0.29% | Reduce -1.4% | 3,609 | $397K |
| Prentiss Smith & Co. Inc. | 0.23% | No change | 3,570 | $392K |
| Successful Portfolios LLC | 0.20% | Reduce -1.0% | 3,531 | $389K |
| TCFG Wealth Management, LLC | 0.15% | Reduce -0.3% | 3,524 | $387K |
| International Private Wealth Advisors LLC | 0.24% | Add +5.7% | 3,520 | $387K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -5.3% | 3,500 | $385K |
| World Investment Advisors | 0.01% | Add +50.5% | 3,498 | $384K |
| Middleton & Co. Inc. | 0.04% | Reduce -17.9% | 3,484 | $383K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Add +0.6% | 3,483 | $383K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.3% | 3,479 | $382K |
| Glen Eagle Advisors, LLC | 0.05% | Reduce -32.2% | 3,468 | $381K |
| Pinnacle Financial Group, LLC / IL | 0.11% | Add +0.7% | 3,463 | $381K |
| HB Wealth Management, LLC | 0.00% | Reduce -2.2% | 3,455 | $380K |
| Retireful, LLC | 0.48% | New | 3,442 | $379K |
| Fifth Third Securities, Inc. | 0.02% | New | 3,446 | $379K |
| Dorato Capital Management | 0.28% | — | 3,384 | $374K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -8.0% | 3,397 | $373K |
| Valmark Advisers, Inc. | 0.00% | Add +0.8% | 3,389 | $372K |
| Ghe, LLC | 0.12% | New | 3,364 | $370K |
| Pekin Hardy Strauss, Inc. | 0.03% | Reduce -6.6% | 3,358 | $369K |
| BSW Wealth Partners | 0.04% | Add +1.1% | 3,318 | $365K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.5% | 3,310 | $364K |
| Alteri Wealth LLC | 0.12% | Add +3.8% | 3,308 | $364K |
| Guardian Partners Inc. | 0.03% | Reduce -95.3% | 3,300 | $361K |
| LaSalle St. Investment Advisors, LLC | 0.06% | Add +3.2% | 3,285 | $361K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -83.2% | 3,256 | $358K |
| North Star Investment Management Corp. | 0.02% | Add +12.9% | 3,254 | $358K |
| Banco Santander, S.A. | 0.00% | Reduce -36.3% | 3,246 | $357K |
| Westmount Partners, LLC | 0.09% | No change | 3,240 | $356K |
| Safeguard Investment Advisory Group, LLC | 0.09% | Add +6.2% | 3,232 | $355K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -7.5% | 3,231 | $355K |
| Shepherd Financial Partners LLC | 0.03% | Reduce -2.5% | 3,217 | $354K |
| Foundation Wealth Management, LLC\PA | 0.13% | Reduce -70.0% | 3,199 | $352K |
| Oxford Financial Group, LTD. LLC | 0.02% | No change | 3,180 | $350K |
| Csenge Advisory Group | 0.02% | Reduce -4.4% | 3,165 | $348K |
| Wealthfront Advisers LLC | 0.00% | New | 3,159 | $347K |
| Thompson Siegel & Walmsley LLC | 0.01% | No change | 3,149 | $346K |
| Vident Advisory, LLC | 0.00% | New | 3,144 | $346K |
| United Asset Strategies, Inc. | 0.03% | Add +2.5% | 3,120 | $343K |
| Great Hill Capital LLC | 0.23% | Add +3.0% | 3,100 | $341K |
| Baker Avenue Asset Management, LP | 0.01% | Add +8.2% | 3,100 | $341K |
| RS Crum Inc. | 0.07% | Add +0.9% | 3,097 | $340K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Reduce -8.2% | 3,095 | $340K |
| Ares Financial Consulting, LLC | 0.32% | — | 3,076 | $338K |
| EFG International AG | 0.01% | — | 3,073 | $338K |
| IVC Wealth Advisors LLC | 0.15% | Reduce -8.4% | 3,064 | $337K |
| Jane Street Group, LLC | 0.00% | New | 3,058 | $336K |
| Silvia McColl Wealth Management, LLC | 0.22% | No change | 3,055 | $336K |
| Mainsail Financial Group, LLC | 0.14% | New | 3,053 | $336K |
| First National Bank of Omaha | 0.01% | New | 3,026 | $333K |
| Park Edge Advisors, LLC | 0.08% | Add +0.8% | 3,029 | $333K |
| Horizon Advisory Services, Inc. | 0.17% | New | 3,025 | $332K |
| McAdam, LLC | 0.02% | Reduce -10.6% | 3,022 | $332K |
| HCR Wealth Advisors | 0.03% | Reduce -4.9% | 3,015 | $331K |
| Latitude Advisors, LLC | 0.15% | Add +0.7% | 3,010 | $331K |
| Nautilus Advisors LLC | 0.22% | No change | 3,000 | $330K |
| SilverOak Wealth Management LLC | 0.05% | No change | 2,963 | $326K |
| CLG LLC | 0.08% | Reduce -19.4% | 2,961 | $325K |
| Norden Group LLC | 0.03% | Reduce -0.2% | 2,945 | $324K |
| Hegarty Advisors, LLC | 0.28% | — | 2,939 | $323K |
| Wealth Quarterback LLC | 0.12% | Add +0.6% | 2,931 | $322K |
| Headinvest, LLC | 0.06% | Reduce -7.4% | 2,897 | $318K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -4.9% | 2,894 | $318K |
| Charter Oak Capital Management, LLC | 0.02% | Add +0.1% | 2,889 | $318K |
| Stronghold Wealth Management L.L.C. | 0.47% | — | 2,885 | $317K |
| Destination Wealth Management | 0.01% | Add +17.1% | 2,860 | $314K |
| IFG Advisory, LLC | 0.01% | Reduce -5.6% | 2,855 | $314K |
| Boston Family Office LLC | 0.02% | Add +39.3% | 2,816 | $310K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 2,819 | $310K |
| Coastline Trust Co | 0.03% | Reduce -0.3% | 2,810 | $309K |
| Creekside Partners | 0.13% | Add +0.1% | 2,802 | $308K |
| Alhambra Investment Management LLC | 0.14% | Reduce -6.7% | 2,776 | $305K |
| Simplicity Wealth,LLC | 0.02% | Reduce -4.4% | 2,776 | $305K |
| Lynx Investment Advisory | 0.17% | Reduce -7.1% | 2,771 | $304K |
| Valued Retirements, Inc. | 0.30% | Reduce -23.0% | 2,761 | $303K |
| Signet Financial Management, LLC | 0.03% | Reduce -37.8% | 2,751 | $302K |
| Hanson & Doremus Investment Management | 0.04% | Add +0.8% | 2,748 | $302K |
| Legacy Financial Group LLC | 0.04% | Reduce -13.4% | 2,739 | $302K |
| LPWM LLC | 0.08% | Reduce -10.1% | 2,741 | $301K |
| Alan B Lancz & Associates, Inc. | 0.26% | No change | 2,725 | $300K |
| Venture Visionary Partners LLC | 0.01% | Reduce -2.5% | 2,695 | $296K |
| ABLE Financial Group, LLC | 0.06% | Add +0.7% | 2,692 | $296K |
| Cary Street Partners Financial LLC | 0.01% | New | 2,667 | $293K |
| King Wealth Management Group | 0.04% | Reduce -13.8% | 2,668 | $293K |
| Hickory Point Bank & Trust | 0.21% | No change | 2,665 | $293K |
| Janney Capital Management LLC | 0.02% | Reduce -0.9% | 2,660 | $292K |
| Center for Financial Planning, Inc. | 0.03% | Add +2.8% | 2,651 | $291K |
| Gilpin Wealth Management, LLC | 0.23% | — | 2,643 | $290K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -25.5% | 2,622 | $288K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -16.6% | 2,602 | $286K |
| W.H. Cornerstone Investments Inc. | 0.17% | Add +1.1% | 2,598 | $286K |
| 4Thought Financial Group Inc. | 0.14% | Reduce -1.0% | 2,575 | $283K |
| Buffalo Business & Estate Services Ltd. | 0.04% | — | 2,573 | $283K |
| WealthSpring Partners, LLC | 0.29% | — | 2,567 | $282K |
| Carnegie Investment Counsel | 0.01% | Reduce -1.0% | 2,554 | $281K |
| Midwest Trust Co | 0.00% | Reduce -8.0% | 2,547 | $280K |
| Glass Jacobson Investment Advisors llc | 0.10% | Add +1.5% | 2,546 | $280K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -24.1% | 2,541 | $279K |
| Brown Advisory Inc. | 0.00% | Reduce -8.0% | 2,539 | $279K |
| Angeles Wealth Management, LLC | 0.02% | No change | 2,516 | $277K |
| Davidson Trust Co. | 0.12% | Add +13.1% | 2,510 | $276K |
| Paragon Capital Management Ltd | 0.06% | No change | 2,500 | $275K |
| Laurel Oak Wealth Management, LLC | 0.05% | — | 2,491 | $274K |
| AlTi Global, Inc. | 0.01% | Add +0.1% | 2,478 | $272K |
| Compass Planning Associates Inc | 0.19% | Add +1.1% | 2,470 | $271K |
| Strategy Asset Managers LLC | 0.04% | Reduce -5.1% | 2,458 | $270K |
| WESPAC Advisors, LLC | 0.15% | New | 2,457 | $270K |
| Stone Summit Wealth LLC | 0.07% | Reduce -55.9% | 2,456 | $270K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,444 | $269K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -17.0% | 2,444 | $269K |
| Grey Ledge Advisors, LLC | 0.06% | Reduce -4.7% | 2,419 | $266K |
| DKM Wealth Management, Inc. | 0.20% | No change | 2,412 | $265K |
| Fourth Dimension Wealth, LLC | 0.10% | Reduce -1.1% | 2,411 | $265K |
| Badgley Phelps Wealth Managers, LLC | 0.00% | Add +14.0% | 2,410 | $265K |
| Garrett Wealth Advisory Group, LLC | 0.05% | Reduce -0.0% | 2,409 | $265K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | Reduce -7.3% | 2,405 | $264K |
| Mokosak Advisory Group, LLC | 0.07% | Add +1.1% | 2,381 | $262K |
| American Wealth Advisors, LLC | 0.26% | Add +0.8% | 2,378 | $261K |
| Roundview Capital LLC | 0.02% | New | 2,364 | $260K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -15.3% | 2,348 | $258K |
| Diversify Advisory Services, LLC | 0.01% | Reduce -23.3% | 2,340 | $257K |
| Compound Planning, Inc. | 0.01% | Reduce -26.4% | 2,342 | $257K |
| Narus Financial Partners, LLC | 0.07% | Reduce -1.1% | 2,340 | $257K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -19.9% | 2,337 | $257K |
| Investment Advisory Group, LLC | 0.07% | Reduce -7.9% | 2,321 | $255K |
| Strategic Point Investment Advisors, LLC | 0.04% | No change | 2,320 | $255K |
| RDA Financial Network | 0.06% | Reduce -13.1% | 2,313 | $254K |
| Proficio Capital Partners LLC | 0.02% | No change | 2,310 | $254K |
| Walkner Condon Financial Advisors LLC | 0.04% | No change | 2,304 | $253K |
| Old Port Advisors | 0.06% | Reduce -7.1% | 2,304 | $253K |
| TSG Advice Partners, LLC | 0.04% | — | 2,302 | $253K |
| West Paces Advisors Inc. | 0.05% | No change | 2,300 | $253K |
| Genesis Financial Group, LLC | 0.15% | — | 2,280 | $251K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +1.1% | 2,272 | $250K |
| Grove Street Fiduciary, LLC | 0.10% | No change | 2,270 | $249K |
| Riggs Asset Managment Co. Inc. | 0.05% | New | 2,263 | $249K |
| TMB Capital Partners, LLC | 0.08% | — | 2,251 | $247K |
| Cottonwood Capital Advisors, LLC | 0.18% | No change | 2,245 | $247K |
| Rodgers Brothers Inc. | 0.03% | No change | 2,243 | $247K |
| Vista Capital Partners, Inc. | 0.02% | Reduce -3.6% | 2,236 | $246K |
| Colony Family Offices, LLC | 0.06% | No change | 2,233 | $245K |
| Cape Cod Five Cents Savings Bank | 0.02% | No change | 2,221 | $245K |
| Forefront Analytics, LLC | 0.22% | Add +0.8% | 2,228 | $245K |
| S.A. Mason LLC | 0.10% | Reduce -0.2% | 2,216 | $244K |
| Ritholtz Wealth Management | 0.00% | No change | 2,212 | $243K |
| Quantinno Capital Management LP | 0.00% | New | 2,210 | $243K |
| Camelot Technology Advisors, Inc. | 0.18% | Add +7.3% | 2,202 | $242K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -24.4% | 2,193 | $241K |
| Family Investment Center, Inc. | 0.05% | Add +0.6% | 2,182 | $240K |
| Ascentis Independent Advisors | 0.04% | Reduce -65.2% | 2,179 | $240K |
| Sovran Advisors, LLC | 0.02% | Reduce -4.4% | 2,169 | $239K |
| Jackson Hole Capital Partners, LLC | 0.04% | Add +0.1% | 2,169 | $238K |
| Mainstay Capital Management LLC | 0.02% | Reduce -4.6% | 2,164 | $238K |
| WJ Financial Advisors LLC | 0.21% | Add +1.8% | 2,157 | $237K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -0.3% | 2,149 | $236K |
| Optivise Advisory Services LLC | 0.13% | Reduce -26.0% | 2,115 | $232K |
| Wiregrass Investment Management LLC | 0.19% | — | 2,100 | $231K |
| Plan Group Financial, LLC | 0.06% | No change | 2,096 | $230K |
| Rock Point Advisors, LLC | 0.06% | Add +4.7% | 2,095 | $230K |
| Harbor Capital Advisors, Inc. | 0.02% | New | 2,095 | $230K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 2,091 | $230K |
| Clear Investment Research, LLC | 0.38% | Reduce -18.0% | 2,089 | $230K |
| Gradient Capital Advisors, LLC | 0.06% | No change | 2,070 | $228K |
| Todd Asset Management LLC | 0.00% | No change | 2,060 | $226K |
| Maia Wealth LLC | 0.04% | Add +0.4% | 2,035 | $226K |
| ATLas Financial Planning LLC | 0.22% | — | 2,059 | $226K |
| North Forty Two & Co. | 0.21% | No change | 2,048 | $225K |
| ORG Partners LLC | 0.04% | Reduce -7.8% | 2,032 | $224K |
| Quadcap Wealth Management, LLC | 0.03% | Add +0.8% | 2,036 | $224K |
| Strategic Financial Concepts, LLC | 0.20% | New | 2,036 | $224K |
| Tribridge Partners Financial LLC | 0.09% | No change | 2,035 | $224K |
| Windsor Capital Management, LLC | 0.07% | Reduce -9.4% | 2,034 | $224K |
| Fairfield, Bush & Co. | 0.12% | No change | 2,030 | $223K |
| Pinnacle Holdings, LLC | 0.08% | Reduce -0.3% | 2,029 | $223K |
| Meridian Wealth Management, LLC | 0.01% | New | 2,028 | $223K |
| Thryve Wealth Management LLC | 0.11% | — | 2,028 | $223K |
| Pacific Capital Wealth Advisors, Inc. | 0.04% | No change | 2,026 | $223K |
| Woodard & Co. Asset Management Group Inc. | 0.04% | Add +1.1% | 2,021 | $222K |
| Bingham Private Wealth, LLC | 0.19% | — | 2,010 | $221K |
| Pinnacle Bancorp, Inc. | 0.06% | No change | 2,009 | $221K |
| High Point Wealth Management, LLC | 0.21% | — | 2,000 | $220K |
| Northstar Asset Management Inc. | 0.06% | No change | 2,000 | $220K |
| Lazard Asset Management LLC | 0.00% | No change | 2,000 | $220K |
| Goldstone Financial Group, LLC | 0.02% | Add +0.1% | 1,999 | $220K |
| Capital Investment Management, Inc. | 0.08% | — | 1,997 | $219K |
| Wernau Asset Management Inc. | 0.22% | Add +3.8% | 1,977 | $217K |
| Berkshire Money Management, Inc. | 0.02% | New | 1,963 | $216K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -6.7% | 1,958 | $215K |
| Coppell Advisory Solutions LLC | 0.02% | No change | 1,942 | $214K |
| Fortress Financial Solutions, LLC | 0.22% | Reduce -9.8% | 1,944 | $214K |
| Buckhead Capital Management LLC | 0.08% | No change | 1,938 | $213K |
| First Hawaiian Bank | 0.03% | Reduce -22.2% | 1,936 | $213K |
| Old National Bancorp | 0.00% | No change | 1,932 | $212K |
| Key Client Fiduciary Advisors, LLC | 0.07% | New | 1,920 | $211K |
| Texas Yale Capital Corp. | 0.01% | No change | 1,900 | $209K |
| Webster Bank, N. A. | 0.02% | Reduce -0.5% | 1,896 | $208K |
| Curran Financial Partners, LLC | 0.04% | Reduce -24.4% | 1,890 | $208K |
| Principle Wealth Partners LLC | 0.01% | Reduce -0.2% | 1,878 | $206K |
| GK Wealth Management LLC | 0.15% | Reduce -8.0% | 1,867 | $205K |
| Nvwm, LLC | 0.04% | Reduce -53.7% | 1,860 | $204K |
| Red Tortoise LLC | 0.09% | Add +1.0% | 1,857 | $204K |
| Finward Bancorp | 0.16% | No change | 1,856 | $204K |
| Viewpoint Capital Management LLC | 0.09% | No change | 1,850 | $203K |
| BridgePort Financial Solutions, LLC | 0.05% | Reduce -5.1% | 1,850 | $203K |
| Pandowealth. LLC | 0.19% | — | 1,849 | $203K |
| Ofc Financial Planning, LLC | 0.19% | No change | 1,840 | $202K |
| Pathstone Holdings, LLC | 0.00% | Reduce -39.4% | 1,832 | $201K |
| Burling Wealth Partners, LLC | 0.03% | New | 1,822 | $200K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -1.5% | 1,803 | $198K |
| Archer Investment Corp | 0.04% | Reduce -1.5% | 1,751 | $192K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Reduce -86.5% | 1,712 | $188K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,700,000 | $187K |
| WealthShield Partners, LLC | 0.02% | Reduce -15.1% | 1,687 | $185K |
| Sankala Group LLC | 0.14% | — | 1,594 | $178K |
| Avalon Trust Co | 0.01% | Reduce -36.3% | 1,622 | $178K |
| Armstrong Advisory Group, Inc. | 0.01% | Reduce -9.6% | 1,618 | $178K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 1,616 | $178K |
| Financial Network Wealth Advisors LLC | 0.18% | Add +7.1% | 1,608 | $177K |
| AdvisorNet Financial, Inc | 0.01% | Add +2.3% | 1,588 | $175K |
| Powell Investment Advisors, LLC | 0.06% | No change | 1,540 | $169K |
| Indiana Trust & Investment Management Co | 0.05% | Reduce -24.7% | 1,474 | $162K |
| Medallion Wealth Advisors, LLC | 0.05% | Reduce -6.1% | 1,376 | $151K |
| Kings Path Partners LLC | 0.05% | Reduce -0.9% | 1,270 | $140K |
| C M Bidwell & Associates Ltd. | 0.07% | Reduce -2.2% | 1,269 | $140K |
| Hyposwiss Advisors SA | 0.13% | — | 1,195 | $131K |
| Tidemark, LLC | 0.04% | No change | 1,145 | $126K |
| UMB Bank, n.a. | 0.00% | Add +29.9% | 1,131 | $124K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.3% | 1,099 | $121K |
| Barrett & Company, Inc. | 0.04% | Reduce -0.6% | 1,081 | $119K |
| Key Financial Inc | 0.02% | No change | 1,061 | $117K |
| Blue Trust, Inc. | 0.00% | Reduce -21.3% | 1,057 | $116K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -5.4% | 1,034 | $114K |
| City Holding Co. | 0.01% | Reduce -19.4% | 1,003 | $110K |
| Lanark Financial, Inc. | 0.01% | Add +3.5% | 962 | $106K |
| International Assets Investment Management, LLC | 0.01% | New | 908 | $100K |
| Crewe Advisors LLC | 0.01% | No change | 902 | $99K |
| Pinney & Scofield, Inc. | 0.05% | No change | 878 | $97K |
| Consultiva Wealth Management, Corp. | 0.26% | No change | 853 | $94K |
| Founders Capital Management | 0.05% | No change | 843 | $93K |
| Strategic Wealth Partners, Ltd. | 0.01% | Reduce -32.2% | 803 | $88K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | Reduce -3.1% | 775 | $85K |
| Rialto Wealth Management, LLC | 0.02% | Reduce -38.8% | 764 | $84K |
| Howe & Rusling Inc. | 0.01% | Add +9.4% | 748 | $82K |
| Ameriflex Group, Inc. | 0.04% | Reduce -28.9% | 737 | $81K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 720 | $79K |
| Essential Partners LLC | 0.02% | Reduce -31.0% | 719 | $79K |
| 2UniFi Bank | 0.04% | Reduce -14.9% | 717 | $79K |
| Wellington-Altus USA Inc. | 0.06% | — | 710 | $78K |
| Westside Investment Management, Inc. | 0.01% | No change | 689 | $76K |
| Cornerstone Planning Group LLC | 0.01% | No change | 655 | $72K |
| Breakwater Investment Management | 0.03% | No change | 654 | $72K |
| Front Row Advisors LLC | 0.02% | Add +0.2% | 644 | $71K |
| Copia Wealth Management | 0.05% | Add +214.8% | 636 | $70K |
| Raffa Wealth Management, LLC | 0.01% | Add +1.1% | 621 | $68K |
| Wellington Grp LLC | 0.02% | — | 620 | $68K |
| Three Bearings Fiduciary Advisors, Inc. | 0.06% | — | 610 | $67K |
| Triumph Capital Management | 0.01% | New | 605 | $66K |
| Gen-Wealth Partners Inc | 0.02% | Add +8.1% | 601 | $66K |
| Wellington Shields Capital Management, LLC | 0.01% | No change | 566 | $62K |
| Ransom Advisory, Ltd | 0.02% | New | 555 | $61K |
| Nalls Sherbakoff Group, LLC | 0.04% | No change | 545 | $60K |
| MH & Associates Securities Management Corp. | 0.05% | — | 540 | $59K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 536 | $59K |
| NBT Bank, N.A. | 0.00% | Reduce -0.9% | 110 | $57K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.6% | 515 | $57K |
| Clean Yield Group | 0.02% | No change | 500 | $55K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +158.0% | 498 | $55K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 494 | $54K |
| Seneschal Advisors, LLC | 0.04% | No change | 491 | $54K |
| Biltmore Family Office, LLC | 0.01% | No change | 490 | $54K |
| Signaturefd, LLC | 0.00% | New | 478 | $53K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -9.8% | 471 | $52K |
| Barnes Dennig Private Wealth Management LLC | 0.05% | Add +1.1% | 468 | $51K |
| Optima Capital LLC | 0.02% | New | 467 | $51K |
| Rothschild Investment LLC | 0.00% | No change | 444 | $49K |
| Y.D. More Investments Ltd | 0.00% | No change | 430 | $47K |
| Eastern Bank | 0.00% | Add +26.7% | 422 | $46K |
| Murphy & Mullick Capital Management Corp | 0.03% | Reduce -48.0% | 412 | $45K |
| Strategic Wealth Advisors LLC | 0.04% | — | 405 | $44K |
| Golden State Wealth Management, LLC | 0.00% | Add +52.9% | 396 | $44K |
| Stone House Investment Management, LLC | 0.01% | Add +2.1% | 396 | $43K |
| Bessemer Group Inc. | 0.00% | Reduce -24.6% | 396 | $43K |
| Root Financial Partners, LLC | 0.00% | Add +27.4% | 377 | $41K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 368 | $40K |
| Quadrant Capital Group LLC | 0.00% | No change | 362 | $40K |
| Bfsg, LLC | 0.00% | No change | 361 | $40K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 352 | $39K |
| Evelyn Partners Investment Management LLP | 0.00% | No change | 350 | $38K |
| Banque Transatlantique SA | 0.00% | No change | 350 | $38K |
| Creative Financial Designs Inc. | 0.00% | No change | 343 | $38K |
| St Germain D J Co. Inc. | 0.00% | No change | 336 | $37K |
| Ballast Advisors LLC | 0.01% | No change | 331 | $36K |
| LFA - Lugano Financial Advisors SA | 0.02% | New | 330 | $36K |
| Hilltop National Bank | 0.01% | No change | 330 | $36K |
| Smallwood Wealth Investment Management, LLC | 0.02% | No change | 328 | $36K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 326 | $36K |
| Signature Equity Partners, LLC | 0.02% | — | 313 | $34K |
| Pittenger & Anderson Inc. | 0.00% | New | 308 | $34K |
| CENTRAL TRUST Co | 0.00% | No change | 306 | $34K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -23.9% | 287 | $32K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 276 | $30K |
| Smartleaf Asset Management LLC | 0.00% | New | 271 | $30K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | No change | 263 | $29K |
| Holos Integrated Wealth LLC | 0.02% | No change | 261 | $29K |
| Laurel Wealth Advisors LLC | 0.00% | New | 259 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +6.2% | 257 | $28K |
| Park Square Financial Group, LLC | 0.16% | Reduce -3.4% | 256 | $27K |
| William B. Walkup & Associates, Inc. | 0.01% | No change | 244 | $27K |
| Cape Investment Advisory, Inc. | 0.01% | Add +106.0% | 241 | $26K |
| Woodside Wealth Management LLC | 0.02% | Add +167.8% | 241 | $26K |
| Evolution Wealth Management Inc. | 0.02% | New | 239 | $26K |
| Gladwyn Financial Advisors, Inc. | 0.02% | Add +1.3% | 235 | $26K |
| TD Capital Management LLC | 0.00% | New | 231 | $25K |
| Boreal Capital Management LLC | 0.02% | No change | 230 | $25K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.7% | 223 | $25K |
| EPG Wealth Management LLC | 0.01% | Add +1.0% | 205 | $23K |
| Friedenthal Financial | 0.01% | Add +5.2% | 204 | $22K |
| Realta Investment Advisors | 0.01% | Add +2.5% | 201 | $22K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 200 | $22K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | New | 200 | $22K |
| Sound Income Strategies, LLC | 0.00% | Reduce -10.6% | 185 | $20K |
| Piscataqua Savings Bank | 0.01% | No change | 184 | $20K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.02% | — | 181 | $20K |
| Colonial Trust Advisors | 0.00% | Add +236.0% | 168 | $18K |
| Bangor Savings Bank | 0.00% | Reduce -7.2% | 154 | $17K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 151 | $17K |
| ESL Trust Services, LLC | 0.00% | Reduce -80.7% | 150 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 148 | $16K |
| Tsfg, LLC | 0.00% | No change | 146 | $16K |
| DecisionPoint Financial, LLC | 0.00% | New | 144 | $16K |
| Strategic Advocates LLC | 0.00% | No change | 143 | $16K |
| Bare Financial Services, Inc | 0.00% | Reduce -11.4% | 140 | $15K |
| Park Place Capital Corp | 0.00% | No change | 140 | $15K |
| Glassman Wealth Services | 0.00% | No change | 137 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -93.4% | 135 | $15K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 133 | $15K |
| Bravera Wealth | 0.01% | — | 131 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $14K |
| Toth Financial Advisory Corp. | 0.00% | No change | 113 | $12K |
| Brown Brothers Harriman & Co. | 0.00% | Add +909.1% | 111 | $12K |
| Vermillion Wealth Management, Inc. | 0.00% | Reduce -25.7% | 104 | $11K |
| Nova Wealth Management, Inc. | 0.01% | No change | 103 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 100 | $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% | Add +1.0% | 97 | $11K |
| Missouri Trust & Investment Co | 0.00% | No change | 92 | $10K |
| Navalign, LLC | 0.00% | New | 91 | $10K |
| CNB Bank | 0.00% | No change | 90 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -1.1% | 89 | $10K |
| Anchor Investment Management, LLC | 0.00% | Add +1.2% | 85 | $9K |
| Financial Perspectives, Inc | 0.00% | New | 84 | $9K |
| IAG Wealth Partners, LLC | 0.00% | Reduce -47.1% | 83 | $9K |
| Deane Retirement Strategies, Inc. | 0.00% | New | 77 | $8K |
| Olistico Wealth, LLC | 0.00% | New | 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% | No change | 65 | $7K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 56 | $6K |
| SJS Investment Consulting Inc. | 0.00% | New | 53 | $6K |
| Atomic Invest LLC | 0.00% | — | 52 | $6K |
| Granite Investment Partners, LLC | 0.00% | Add +183.3% | 51 | $6K |
| Robinswood Financial LLC | 0.00% | No change | 47 | $5K |
| Bank of New Hampshire | 0.00% | No change | 46 | $5K |
| 1620 Investment Advisors, Inc. | 0.00% | No change | 45 | $5K |
| Birchwood Financial Partners, Inc. | 0.00% | — | 44 | $5K |
| Integrity Financial Corp | 0.00% | No change | 37 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 33 | $4K |
| one8zero8, LLC | 0.00% | New | 31 | $3K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 30 | $3K |
| Legacy Bridge, LLC | 0.00% | No change | 28 | $3K |
| Investors Research Corp | 0.00% | No change | 28 | $3K |
| MV Capital Management, Inc. | 0.00% | No change | 21 | $2K |
| Darwin Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Wilkerson Advisory Group LLC | 0.00% | — | 19 | $2K |
| Hilton Head Capital Partners, LLC | 0.00% | — | 16 | $2K |
| Curio Wealth, LLC | 0.00% | New | 15 | $2K |
| Atlas Capital Advisors Inc. | 0.00% | — | 15 | $2K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 13 | $1K |
| Salomon & Ludwin, LLC | 0.00% | No change | 12 | $1K |
| PayPay Securities Corp | 0.04% | Add +37.5% | 11 | $1K |
| Rakuten Securities, Inc. | 0.00% | No change | 11 | $1K |
| New Republic Capital, LLC | 0.00% | New | 10 | $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 |
| CX Institutional | 0.00% | New | 13 | $1K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 9 | $989 |
| Global Wealth Strategies & Associates | 0.00% | No change | 9 | $989 |
| Caitlin John, LLC | 0.00% | Reduce -82.2% | 8 | $879 |
| FAS Wealth Partners, Inc. | 0.00% | No change | 7 | $780 |
| United Financial Planning Group LLC | 0.00% | New | 6 | $659 |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | New | 5 | $549 |
| Russell Investments Group, Ltd. | 0.00% | No change | 5 | $501 |
| 1 North Wealth Services LLC | 0.00% | Reduce -25.0% | 3 | $287 |
| Kingdom Financial Group LLC. | 0.00% | New | 2 | $220 |
| HighMark Wealth Management LLC | 0.00% | No change | 1 | $112 |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1 | $98 |
| Mascoma Wealth Management LLC | 0.00% | No change | 1 | $78 |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -96.5% | 1 | $55 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -98.4% | 1 | $0 |
| Avion Wealth | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is TIP's weight in each manager's 13F, not the share of iShares Tips Bond ETF the manager owns.