iShares MSCI USA Min Vol FacUSMVETF

13F holders, Q4 2025 (December 31)

Q2 2026Q1 2026Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

1,378holders +73

79new positions

80sold out

6famous investors

$94.16avg. 13F price*

At the end of Q4 2025, 1,378 institutions reported holding iShares MSCI USA Min Vol Fac (USMV) in their 13F filings, up 73 from Q3 2025. 79 opened new positions and 80 sold out. The largest holders were Morgan Stanley ($1.4B), Raymond James Financial Inc. ($1.3B) and Bank of America Corp. ($1.2B). 6 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company: iShares MSCI USA Min Vol Fac
CUSIP: 46429B697
Latest filing quarter: Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

	Institutions	Total Value
New Positions	79	$68.3M
Exits	80	$171.4M

All 13F filers, Q3 2025 → Q4 2025: 8,082,075 shares bought and 8,929,266 shares sold, net −847,191 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,378 holders


Morgan Stanley	0.09%	Add +3.1%	15,236,841	$1.4B
Raymond James Financial Inc.	0.40%	Add +1.9%	13,773,118	$1.3B
Bank of America Corp.	0.09%	Reduce -5.6%	13,023,458	$1.2B
FMR LLC	0.06%	Add +19.8%	12,210,947	$1.1B
Wealth Enhancement Advisory Services, LLC	0.90%	Add +2.1%	6,977,742	$659.8M
LPL Financial LLC	0.16%	Reduce -4.0%	6,288,665	$592.1M
PNC Financial Services Group, Inc.	0.24%	Reduce -8.8%	4,669,005	$439.6M
BlackRock, Inc.	0.01%	Reduce -11.7%	4,161,785	$391.9M
Millburn Ridgefield LLC	8.42%	No change	3,752,960	$353.4M
Catalyst Capital Advisors LLC	7.26%	No change	3,752,960	$353.4M
JPMorgan Chase & Co.	0.02%	Add +5.9%	3,542,763	$333.6M
Wells Fargo & Company	0.06%	Add +1.0%	3,509,626	$330.5M
Envestnet Asset Management Inc.	0.10%	Reduce -7.5%	3,480,989	$327.8M
UBS Group AG	0.06%	Reduce -3.6%	3,418,226	$321.9M
Ameriprise Financial Inc.	0.06%	Add +8.4%	2,808,144	$264.4M
Two Sigma Investments, LP	0.37%	Reduce -8.8%	2,492,600	$234.7M
Cetera Investment Advisers	0.22%	Add +2.5%	2,123,167	$199.9M
Commonwealth Equity Services, LLC	0.25%	Reduce -2.0%	1,995,478	$187.9M
Northwestern Mutual Wealth Management Co.	0.10%	Reduce -6.8%	1,675,239	$157.7M
Royal Bank of Canada	0.03%	Add +2.4%	1,663,637	$156.6M
Assetmark, Inc.	0.30%	Reduce -4.3%	1,554,364	$146.4M
Sei Investments Co.	0.14%	Add +1.7%	1,531,309	$144.2M
Cambridge Investment Research Advisors, Inc.	0.35%	Add +20.9%	1,418,508	$133.6M
Mercer Global Advisors Inc.	0.18%	Reduce -1.5%	1,267,613	$119.4M
Johnson Investment Counsel Inc.	0.95%	Reduce -3.3%	1,234,101	$116.2M
Focus Partners Wealth	0.13%	Add +8.9%	1,225,619	$115.4M
Cerity Partners LLC	0.17%	Add +4.2%	1,222,695	$115.1M
Horizon Investments, LLC	1.42%	Reduce -1.3%	1,191,694	$112.2M
Mariner, LLC	0.12%	Reduce -13.3%	1,055,276	$99.4M
Jones Financial Companies LLLP	0.06%	Add +16.4%	1,008,775	$95.0M
Osaic Holdings, Inc.	0.13%	Reduce -10.4%	974,737	$91.8M
Dynasty Wealth Management, LLC	0.83%	Reduce -29.2%	893,591	$84.1M
Securian Asset Management, Inc.	3.11%	Reduce -4.1%	870,287	$81.9M
Brookstone Capital Management	0.92%	Reduce -5.2%	854,348	$80.4M
Russell Investments Group, Ltd.	0.09%	Reduce -5.2%	852,118	$80.2M
BNP Paribas Financial Markets	0.05%	Add +10472.3%	800,747	$75.4M
Cwm, LLC	0.20%	Add +1.4%	795,730	$74.9M
Captrust Financial Advisors	0.13%	Reduce -3.2%	735,946	$69.3M
Quotient Wealth Partners, LLC	1.84%	Reduce -31.7%	732,704	$69.0M
US Bancorp \de	0.08%	Reduce -6.6%	728,703	$68.6M
MAI Capital Management	0.39%	Add +40.9%	712,694	$67.1M
Janney Montgomery Scott LLC	0.15%	Add +2.5%	671,440	$63.2M
HighTower Advisors, LLC	0.07%	Reduce -0.3%	671,199	$63.2M
Steward Partners Investment Advisory, LLC	0.34%	Reduce -5.4%	666,308	$62.7M
Stifel Financial Corp.	0.06%	Add +7.5%	655,434	$61.7M
Geneos Wealth Management Inc.	1.32%	Add +4.4%	573,795	$54.0M
Bank of New York Mellon Corp	0.01%	Add +3.2%	536,968	$50.6M
Barclays PLC	0.02%	Add +5.9%	529,659	$49.9M
MML Investors Services, LLC	0.12%	Add +1.3%	508,271	$47.9M
Private Advisor Group, LLC	0.22%	Reduce -1.5%	503,255	$47.4M
NewEdge Advisors, LLC	0.16%	Reduce -4.2%	475,640	$44.8M
Facet Wealth, Inc.	0.78%	Add +3.9%	462,542	$44.0M
Glenmede Trust Co. NA	0.19%	—	425,429	$40.1M
Vestcor Inc	1.13%	Add +438.5%	420,748	$39.6M
High Probability Advisors, LLC	4.80%	Add +4.3%	382,490	$36.0M
Qube Research & Technologies Ltd	0.05%	Add +8.6%	379,398	$35.7M
ARS Wealth Advisors Group, LLC	3.21%	Reduce -4.1%	377,494	$35.5M
Klingman & Associates, LLC	1.65%	Reduce -2.0%	363,088	$34.2M
Truist Financial Corp.	0.04%	Reduce -45.6%	337,176	$31.7M
Keybank National Association	0.11%	Reduce -12.3%	322,060	$30.3M
Alliancebernstein L.P.	0.01%	Add +433.1%	318,051	$29.9M
Rehmann Capital Advisory Group	1.53%	Add +3.2%	308,099	$29.4M
Lineweaver Wealth Advisors, LLC	4.01%	Add +1.4%	311,983	$29.4M
Park Avenue Securities LLC	0.25%	Reduce -6.7%	309,667	$29.2M
Symmetry Partners, LLC	1.71%	Add +3.7%	307,678	$29.0M
Healthcare of Ontario Pension Plan Trust Fund	0.05%	Add +145.8%	290,000	$27.3M
Integrated Wealth Concepts LLC	0.32%	Reduce -16.4%	282,483	$26.6M
Kestra Advisory Services, LLC	0.11%	Add +5.3%	280,368	$26.4M
Lido Advisors, LLC	0.10%	Add +2.4%	274,347	$26.1M
Envestnet Portfolio Solutions, Inc.	0.09%	Add +1.8%	271,919	$25.6M
GDS Wealth Management	1.56%	Reduce -12.8%	264,659	$24.9M
Sagespring Wealth Partners, LLC	0.45%	Reduce -7.7%	261,676	$24.6M
Cornerstone Wealth Management, LLC	1.24%	Add +2.0%	253,762	$23.9M
Creative Planning	0.02%	Reduce -5.1%	250,310	$23.6M
Well Done, LLC	3.44%	Reduce -1.3%	244,249	$23.0M
Capital Advisors, Ltd. LLC	2.57%	Reduce -1.7%	242,057	$22.8M
Stratos Wealth Partners, LTD.	0.26%	Add +2.3%	241,476	$22.7M
Pacific Center for Financial Services	5.78%	No change	238,345	$22.7M
Beacon Pointe Advisors, LLC	0.16%	Add +2.2%	238,418	$22.4M
Citizens Financial Group Inc.	0.30%	Reduce -1.4%	236,531	$22.3M
OneDigital Investment Advisors LLC	0.22%	Reduce -2.8%	234,598	$22.1M
Citigroup Inc.	0.02%	Reduce -23.1%	233,684	$22.0M
Cassia Capital Partners, LLC	11.59%	Add +4.7%	227,493	$21.4M
Sanctuary Advisors, LLC	0.12%	Reduce -0.3%	226,463	$21.3M
Baron Silver Stevens Financial Advisors, LLC	3.05%	Reduce -1.5%	224,532	$21.1M
Adaptive Financial Consulting, LLC	8.16%	Add +3.2%	222,839	$21.0M
Journey Advisory Group, LLC	1.76%	Add +1.3%	222,135	$20.9M
Lester Murray Antman dba SimplyRich	5.43%	Add +4.8%	220,714	$20.8M
Choreo, LLC	0.26%	Reduce -4.7%	216,979	$20.6M
Valmark Advisers, Inc.	0.25%	Reduce -1.0%	214,795	$20.2M
&partners	0.10%	Add +32.6%	211,695	$19.9M
MV Capital Management, Inc.	1.91%	Reduce -0.3%	211,341	$19.9M
Financial Enhancement Group LLC	2.50%	Add +23.7%	203,637	$19.2M
Rockefeller Capital Management L.P.	0.03%	Add +11.7%	202,560	$19.1M
Intrust Bank NA	1.58%	Add +3.6%	202,328	$19.1M
Equitable Holdings, Inc.	0.13%	Add +15.0%	202,099	$19.0M
Meridian Wealth Advisors, LLC	2.58%	Add +40.4%	197,634	$18.6M
Wealth Advisors of Iowa, LLC	6.08%	Add +1.7%	196,636	$18.5M
United Capital Financial Advisors, LLC	0.11%	Add +33.9%	193,885	$18.3M
Summit Wealth Partners, LLC	3.28%	Reduce -7.5%	188,694	$17.8M
Syntegra Private Wealth Group, LLC	1.61%	Reduce -2.6%	186,379	$17.5M
Comerica Bank	0.07%	Reduce -8.2%	186,307	$17.5M
Founders Financial Securities LLC	1.01%	Add +4.8%	181,768	$17.1M
Anderson Hoagland & Co.	1.47%	Add +4.2%	181,591	$17.1M
Leonard Rickey Investment Advisors P.L.L.C.	3.00%	Reduce -1.2%	176,499	$16.6M
Barrett & Company, Inc.	5.50%	Add +3.8%	175,048	$16.5M
Darrow Company, Inc.	7.40%	Add +1.4%	174,806	$16.5M
Walled Lake Planning & Wealth Management, LLC	5.16%	Add +2.8%	173,103	$16.3M
Asset Advisors Investment Management, LLC	1.50%	Add +1.4%	172,019	$16.2M
Trinity Wealth Management, LLC	5.83%	Add +1.4%	168,003	$15.8M
Goldman Sachs Group Inc.	0.00%	Reduce -24.6%	166,194	$15.6M
Carrera Capital Advisors	2.60%	Reduce -5.7%	164,230	$15.5M
Armbruster Capital Management, Inc.	2.60%	Reduce -1.3%	164,178	$15.5M
Tudor Investment Corporation	0.09%	New	164,073	$15.4M
Leelyn Smith, LLC	2.14%	Add +2.2%	157,105	$14.8M
Sequoia Financial Advisors, LLC	0.08%	Reduce -5.2%	156,430	$14.7M
Modern Wealth Management, LLC	0.27%	Reduce -26.5%	156,103	$14.7M
Sovereign Investment Advisors, LLC	3.63%	Reduce -65.8%	153,932	$14.5M
Koenig Investment Advisory, LLC	11.63%	—	148,155	$14.3M
Sigma Planning Corp	0.39%	Reduce -1.6%	150,453	$14.2M
Beacon Bank & Trust	2.81%	Add +8.1%	146,907	$13.8M
CreativeOne Wealth, LLC	0.33%	Reduce -3.3%	143,176	$13.5M
IFP Advisors, Inc	0.30%	Add +39.7%	142,248	$13.4M
Merit Financial Group, LLC	0.11%	Add +1.4%	139,648	$13.1M
D.A. Davidson & Co.	0.08%	Reduce -12.8%	139,415	$13.1M
KilterHowling LLC	6.55%	Add +3.0%	137,205	$12.9M
Ironwood Wealth Management, Inc.	5.79%	Reduce -1.1%	136,396	$12.9M
TD Capital Management LLC	1.13%	Reduce -7.6%	135,654	$12.8M
Kwmg, LLC	1.08%	Add +3.5%	132,497	$12.5M
Beacon Advisors Holdings, LLC	6.53%	—	131,791	$12.4M
White Pine Investment CO	2.90%	Add +0.7%	130,874	$12.3M
Capital Financial Group Inc\co\	6.84%	—	130,306	$12.3M
Legacy Advisory Services, LLC	9.20%	Add +0.9%	130,020	$12.2M
Insight Wealth Strategies, LLC	1.40%	Add +0.6%	129,626	$12.2M
Verus Capital Partners, LLC	0.81%	Add +8.1%	128,946	$12.1M
Wealth Management Resources, Inc.	4.17%	Reduce -8.1%	125,786	$11.8M
Fortune Financial Advisors, LLC	7.96%	Reduce -1.6%	125,399	$11.8M
Money Concepts Capital Corp.	0.65%	Reduce -9.5%	123,619	$11.6M
Spectrum Asset Management, Inc. (NB/CA)	3.86%	Reduce -0.3%	122,762	$11.6M
Nations Financial Group Inc, /Ia/	0.60%	Add +1.0%	121,926	$11.5M
Gerber Kawasaki Wealth & Investment Management	0.39%	Reduce -0.9%	119,794	$11.3M
AQR Capital Management	0.01%	Reduce -5.1%	119,268	$11.2M
Apella Capital, LLC	0.22%	Reduce -15.8%	118,822	$11.2M
Atom Investors LP	0.89%	Add +10.1%	118,443	$11.2M
Kennedy Investment Group, Inc.	4.16%	Add +6.3%	117,219	$11.0M
Capital Planning LLC	3.05%	Reduce -0.6%	116,412	$10.9M
Portfolio Design Labs, LLC	1.75%	Reduce -8.4%	112,936	$10.6M
Ancora Advisors LLC	0.22%	Add +1.9%	112,734	$10.6M
Winthrop Capital Management, LLC	2.47%	Reduce -3.3%	112,484	$10.6M
Garrett Wealth Advisory Group, LLC	1.99%	Reduce -2.1%	112,093	$10.6M
Evergreen Capital Management LLC	0.23%	Reduce -7.5%	111,116	$10.5M
AE Wealth Management LLC	0.06%	Add +55.9%	111,002	$10.5M
Cresset Asset Management, LLC	0.04%	Reduce -0.5%	109,984	$10.4M
Moneco Advisors, LLC	0.82%	Add +1.4%	109,629	$10.3M
Jmac Enterprises LLC	1.96%	Add +1.8%	108,684	$10.2M
SG Trading Solutions, LLC	2.36%	—	108,078	$10.2M
Brickley Wealth Management	1.69%	Add +0.0%	106,499	$10.0M
Sowell Financial Services LLC	0.37%	Reduce -0.2%	105,799	$10.0M
Ascent Group, LLC	0.34%	Reduce -5.6%	105,520	$9.9M
Bellwether Advisors, LLC	1.57%	Add +0.8%	104,166	$9.8M
Mgo One Seven LLC	0.20%	Reduce -9.1%	103,906	$9.8M
Rakuten Investment Management, Inc.	0.03%	No change	102,883	$9.7M
Bay Rivers Group	3.93%	Add +0.7%	103,116	$9.7M
Flagship Private Wealth, LLC	3.77%	Reduce -0.2%	101,787	$9.6M
New England Private Wealth Advisors LLC	1.19%	Reduce -3.3%	101,575	$9.6M
Baird Financial Group, Inc.	0.01%	Reduce -1.6%	100,406	$9.5M
MorganRosel Wealth Management, LLC	2.36%	Reduce -5.2%	100,301	$9.4M
Snowden Capital Advisors LLC	0.24%	Add +0.9%	99,809	$9.4M
MA Private Wealth	1.55%	Add +3.2%	98,840	$9.3M
Alpha Capital Advisors Inc.	8.58%	—	98,039	$9.2M
Van Hulzen Asset Management, LLC	0.68%	Add +3.0%	98,158	$9.2M
Savant Capital, LLC	0.05%	Add +13.6%	97,101	$9.1M
M&T Bank Corp	0.03%	Reduce -4.2%	96,455	$9.1M
Calamos Wealth Management LLC	0.31%	Add +0.3%	95,191	$9.0M
Diversify Advisory Services, LLC	0.28%	Reduce -2.5%	93,831	$8.9M
Concurrent Investment Advisors, LLC	0.10%	Add +9.9%	93,655	$8.8M
IHT Wealth Management, LLC	0.21%	Reduce -0.7%	91,985	$8.7M
Courier Capital LLC	0.48%	Add +16.5%	90,904	$8.6M
BridgePort Financial Solutions, LLC	2.30%	Reduce -0.8%	90,771	$8.5M
Stock Yards Bank & Trust Co.	0.26%	Reduce -5.4%	90,201	$8.5M
Kelly Financial Group LLC	2.14%	Add +4.5%	89,272	$8.4M
Principal Securities, Inc.	0.13%	Reduce -1.6%	88,242	$8.3M
Custos Family Office, LLC	5.64%	Reduce -11.7%	87,678	$8.3M
Torrey-Payne Wealth Management, LLC	7.34%	—	85,719	$8.2M
Forvis Mazars Wealth Advisors, LLC	0.15%	Add +306.0%	85,978	$8.1M
J.W. Cole Advisors, Inc.	0.20%	Add +0.1%	102,613	$8.1M
Kingswood Wealth Advisors, LLC	0.39%	Add +5.7%	85,277	$8.0M
Clearstead Advisors, LLC	0.10%	Reduce -17.4%	83,719	$7.9M
Guardian Asset Advisors, LLC	4.10%	Add +1.1%	83,668	$7.9M
Aspiriant, LLC	0.23%	Reduce -2.6%	83,206	$7.8M
Ibex Wealth Advisors	0.77%	Reduce -1.4%	83,168	$7.8M
Silvercrest Asset Management Group LLC	0.05%	Add +4.9%	82,983	$7.8M
Quantinno Capital Management LP	0.02%	Add +30.6%	82,355	$7.8M
Blair William & Co.	0.02%	Reduce -2.2%	81,339	$7.7M
Mirae Asset Global Investments Co., Ltd.	0.02%	Reduce -59.0%	80,000	$7.5M
Modus Advisors, LLC	1.98%	Reduce -24.4%	79,573	$7.5M
L. Roy Papp & Associates, LLP	0.82%	Add +5.0%	79,084	$7.4M
Shepherd Kaplan Krochuk, LLC	6.15%	Add +15.0%	79,079	$7.4M
Gladstone Institutional Advisory LLC	0.28%	Add +1.8%	77,971	$7.3M
Aptus Capital Advisors, LLC	0.06%	Add +1.9%	77,958	$7.3M
Essex Financial Services, Inc.	0.41%	Reduce -0.3%	76,258	$7.2M
Shore Point Advisors, LLC	3.02%	Add +0.5%	75,687	$7.1M
Keeler & Nadler Financial Planning & Wealth Management	2.46%	Reduce -2.8%	75,411	$7.1M
EP Wealth Advisors, LLC	0.04%	—	75,327	$7.1M
Mather Group, Llc.	0.07%	Reduce -0.4%	75,287	$7.1M
Able Wealth Management LLC	2.23%	Add +3.4%	74,863	$7.0M
Parallel Advisors, LLC	0.13%	Reduce -11.5%	74,807	$7.0M
FAS Wealth Partners, Inc.	0.45%	Add +0.3%	74,589	$7.0M
Avant Capital LLC	4.82%	Reduce -2.4%	74,484	$7.0M
Prospera Financial Services Inc	0.12%	Reduce -5.5%	74,296	$7.0M
Western Wealth Management, LLC	0.32%	Add +28.4%	74,251	$7.0M
Birchbrook, Inc.	3.48%	Reduce -0.8%	74,187	$7.0M
Mayflower Financial Advisors, LLC	0.84%	Reduce -1.4%	73,952	$7.0M
Orion Porfolio Solutions, LLC	0.05%	Add +7.4%	73,906	$7.0M
SageView Advisory Group, LLC	0.23%	Reduce -3.5%	73,022	$6.9M
Mann Financial Group, Inc.	6.59%	Reduce -11.6%	72,324	$6.8M
Bank of Montreal	0.00%	Add +7.3%	71,472	$6.7M
Per Stirling Capital Management, LLC.	0.75%	Reduce -19.1%	71,033	$6.7M
Select Asset Management & Trust	2.06%	No change	70,420	$6.6M
Csenge Advisory Group	0.29%	Add +0.4%	69,085	$6.5M
World Investment Advisors	0.11%	Reduce -0.3%	68,481	$6.4M
Allred Capital Management, LLC	2.32%	Add +0.7%	68,191	$6.4M
Guerra Pan Advisors, LLC	3.79%	Reduce -1.2%	67,919	$6.4M
Sound Portfolio Advisors, LLC	5.36%	—	67,742	$6.4M
Corient Private Wealth LP	0.01%	Add +9.2%	67,460	$6.4M
Redwood Park Advisors LLC	4.32%	Add +0.3%	67,453	$6.4M
Compass Financial Group, Inc. (Ohio)	4.64%	—	67,323	$6.3M
Wharton Business Group, LLC	0.24%	Reduce -1.9%	66,635	$6.3M
Investment Advisory Group, LLC	1.61%	Reduce -2.1%	66,556	$6.3M
Thrivent Financial for Lutherans	0.01%	Reduce -0.2%	66,247	$6.3M
Family Manage LLC	0.79%	Add +98.0%	66,326	$6.2M
Independent Financial Group, LLC	0.14%	Reduce -0.1%	65,962	$6.2M
Summit Financial, LLC	0.09%	Add +0.8%	65,778	$6.2M
Running Point Capital Advisors, LLC	1.68%	Reduce -9.5%	65,404	$6.2M
Independence Bank of Kentucky	0.76%	Reduce -3.5%	64,843	$6.1M
Waverly Advisors, LLC	0.05%	Add +113.8%	64,543	$6.1M
Perigon Wealth Management, LLC	0.11%	Reduce -6.8%	63,617	$6.0M
Hibernia Wealth Partners, LLC	1.80%	Add +66.1%	63,378	$6.0M
Atria Investments, Inc	0.07%	Reduce -0.9%	62,293	$5.9M
Global Retirement Partners, LLC	0.10%	Add +39.0%	61,143	$5.8M
Franklin Resources Inc.	0.00%	Add +3.5%	60,789	$5.7M
Dakota Wealth Management	0.10%	Add +0.1%	60,438	$5.7M
Choate Investment Advisors	0.11%	Reduce -1.1%	60,422	$5.7M
Sequent Asset Management, LLC	2.50%	Add +5.1%	59,865	$5.6M
Colonial Trust Advisors	0.42%	Add +8.2%	59,103	$5.6M
Arkadios Wealth Advisors	0.11%	Reduce -8.0%	58,778	$5.5M
CFM Wealth Partners LLC	0.80%	Add +0.9%	58,758	$5.5M
AlphaCore Capital LLC	0.12%	Reduce -5.0%	58,487	$5.5M
Allstate Corp.	0.08%	Add +27.6%	58,372	$5.5M
Allworth Financial LP	0.02%	Reduce -2.5%	58,116	$5.5M
WealthBridge Capital Management, LLC	1.24%	Add +4.3%	57,965	$5.5M
High Net Worth Advisory Group LLC	1.25%	Reduce -3.6%	57,526	$5.4M
1900 Wealth Management LLC	0.35%	Reduce -0.7%	57,225	$5.4M
Camden National Bank	0.73%	Add +1.5%	56,594	$5.3M
Gotham Asset Management	0.02%	Add +68.1%	56,069	$5.3M
M Holdings Securities, Inc.	0.37%	New	55,600	$5.2M
Apollon Financial, LLC	0.76%	Reduce -2.4%	55,131	$5.2M
GTS Securities LLC	0.17%	New	54,400	$5.1M
Littlejohn Financial Services, Inc.	3.75%	Add +0.3%	54,063	$5.1M
Haverford Trust Co	0.04%	No change	53,596	$5.0M
Tompkins Financial Corp.	0.38%	Reduce -0.9%	52,418	$4.9M
Foundations Investment Advisors, LLC	0.06%	Add +1.5%	52,236	$4.9M
Caliber Wealth Management, LLC / KS	0.53%	Add +0.1%	52,197	$4.9M
Advisory Services Network, LLC	0.07%	Add +0.9%	50,252	$4.7M
Jane Street Group, LLC	0.01%	Add +82.1%	50,165	$4.7M
Vise Technologies, Inc.	0.09%	Add +51.0%	50,158	$4.7M
Gateway Wealth Partners, LLC	0.52%	Reduce -19.2%	50,068	$4.7M
Apollon Wealth Management, LLC	0.08%	Reduce -0.6%	49,939	$4.7M
Focus Financial Network, Inc.	0.16%	Reduce -5.5%	49,712	$4.7M
McNaughton Wealth Management, LLC	1.91%	Reduce -0.1%	49,385	$4.7M
Cordatus Wealth Management LLC	1.06%	Add +1.3%	48,708	$4.6M
Milestone Investment Advisors LLC	1.11%	Reduce -0.0%	48,694	$4.6M
Fragasso Financial Advisors Inc	0.28%	Reduce -3.1%	48,436	$4.6M
Roehl & Yi Investment Advisors, LLC	1.82%	Reduce -3.5%	48,398	$4.6M
Alpine Bank Wealth Management	0.63%	Reduce -3.1%	47,365	$4.5M
Vestmark Advisory Solutions, Inc.	0.06%	Reduce -49.7%	46,939	$4.4M
Montecito Bank & Trust	0.70%	Reduce -8.9%	46,826	$4.4M
Arax Advisory Partners	0.13%	New	46,109	$4.3M
Round Rock Advisors LLC	0.65%	Reduce -4.3%	45,938	$4.3M
Commerce Bank	0.02%	Reduce -0.5%	45,828	$4.3M
Alternative Investment Advisors, LLC.	1.86%	New	45,677	$4.3M
Crestwood Advisors Group, LLC	0.07%	Reduce -0.6%	45,284	$4.3M
Woodside Wealth Management LLC	3.16%	Reduce -0.4%	44,988	$4.2M
Fiduciary Trust Co	0.05%	Reduce -1.4%	44,726	$4.2M
Focus Partners Advisor Solutions, LLC	0.05%	Reduce -23.2%	44,382	$4.2M
Rik Saylor Financial, Inc.	3.04%	Reduce -2.4%	44,100	$4.2M
Cozad Asset Management Inc.	0.32%	Reduce -0.1%	43,943	$4.1M
RHS Financial, LLC	2.01%	Add +1.1%	43,812	$4.1M
Flagship Harbor Advisors, LLC	0.19%	Reduce -0.3%	43,611	$4.1M
Journey Strategic Wealth LLC	0.11%	Reduce -1.6%	43,517	$4.1M
Ade, LLC	1.98%	Reduce -6.2%	43,488	$4.1M
Strategic Point Investment Advisors, LLC	0.56%	Add +0.3%	42,752	$4.0M
Legacy Private Trust Co.	0.24%	Reduce -0.2%	42,723	$4.0M
Pecaut & Co.	1.28%	Add +2.5%	42,198	$4.0M
HHM Wealth Advisors, LLC	0.47%	Reduce -1.7%	41,983	$4.0M
Fidelis Capital Partners, LLC	0.29%	No change	41,910	$3.9M
Mandatum Life Insurance Co Ltd	0.89%	No change	41,527	$3.9M
Croban	1.88%	Add +3.1%	41,502	$3.9M
Arkansas Financial Group, Inc.	0.56%	Reduce -1.2%	41,464	$3.9M
Castellan Group	0.49%	New	41,342	$3.9M
UMB Bank, n.a.	0.05%	Add +3.7%	41,320	$3.9M
Great Valley Advisor Group, Inc.	0.07%	Add +8.3%	41,048	$3.9M
Kingsview Wealth Management, LLC	0.06%	Reduce -6.8%	40,881	$3.8M
Ashton Thomas Private Wealth, LLC	0.09%	Reduce -3.4%	40,646	$3.8M
Trilogy Capital Inc.	0.17%	Reduce -4.3%	40,382	$3.8M
Acorn Wealth Advisors, LLC	1.13%	Reduce -6.9%	40,319	$3.8M
Farther Finance Advisors, LLC	0.04%	Add +34.6%	40,298	$3.8M
Muirfield Wealth Advisors LLC	2.78%	Add +0.1%	40,238	$3.8M
Cornerstone Planning, LLC	0.87%	—	39,812	$3.8M
Yeomans Consulting Group, Inc.	1.09%	Add +2.1%	39,679	$3.7M
Mullooly Asset Management, Inc.	1.35%	Add +10.3%	39,269	$3.7M
Bell Investment Advisors, Inc	0.58%	Add +1.6%	39,024	$3.7M
Houlihan Financial Resource Group, Ltd.	1.42%	Add +143.0%	38,735	$3.7M
Keystone Financial Group	0.27%	Add +2.3%	38,829	$3.7M
CGN Advisors LLC	0.29%	Add +1.6%	38,790	$3.7M
Weaver Consulting Group	0.89%	Reduce -2.7%	38,767	$3.7M
Sarver Vrooman Wealth Advisors	2.32%	Add +17.4%	38,707	$3.6M
Curtis Advisory Group, LLC	0.76%	Reduce -29.0%	38,646	$3.6M
Prime Capital Investment Advisors, LLC	0.04%	Reduce -0.5%	38,091	$3.6M
Enzi Wealth	1.26%	Reduce -73.3%	37,879	$3.6M
Hobbs Group Advisors, LLC	1.08%	Reduce -39.8%	37,940	$3.6M
Tradition Wealth Management, LLC	0.26%	Reduce -25.8%	37,837	$3.6M
Wells Financial Advisors INC	6.72%	Reduce -25.8%	37,565	$3.5M
Strategic Blueprint, LLC	0.21%	Add +0.9%	37,148	$3.5M
IFG Advisory, LLC	0.15%	Reduce -1.1%	37,069	$3.5M
Petix & Botte Co	0.79%	Reduce -12.2%	36,952	$3.5M
Brandywine Oak Private Wealth LLC	0.29%	Reduce -0.2%	36,698	$3.5M
Calton & Associates, Inc.	0.51%	Reduce -8.4%	36,615	$3.4M
Delta Wealth Advisors LLC	2.88%	Add +5.8%	36,591	$3.4M
Cora Capital Advisors LLC	1.34%	Reduce -0.1%	36,521	$3.4M
Carr Financial Group Corp	0.92%	Reduce -7.9%	36,514	$3.4M
Investment Partners, LTD.	1.20%	Add +0.2%	36,432	$3.4M
Tower Research Capital LLC (TRC)	0.08%	Add +404411.1%	36,406	$3.4M
Cardinal Strategic Wealth Guidance	0.89%	Add +0.4%	36,301	$3.4M
Bokf, NA	0.05%	Add +5567.0%	36,212	$3.4M
Signature Estate & Investment Advisors LLC	0.07%	Add +0.3%	36,125	$3.4M
Pathstone Holdings, LLC	0.01%	Reduce -11.6%	36,000	$3.4M
Performance Wealth Partners, LLC	0.09%	Add +9.4%	35,861	$3.4M
CX Institutional	0.10%	Reduce -2.1%	35,390	$3.3M
Reality Financial Planning Services, LLC	3.15%	—	34,973	$3.3M
Diversified Enterprises, LLC	0.20%	Add +3.9%	34,957	$3.3M
Daiwa Securities Group Inc.	0.01%	Reduce -2.5%	34,890	$3.3M
Lexington Hill Partners, LLC	2.47%	—	34,820	$3.3M
Guardian Wealth Advisors, LLC / NC	0.21%	Add +4.7%	34,813	$3.3M
Milestone Asset Management Group, LLC	1.84%	Add +14.3%	34,685	$3.3M
Sugar Maple Asset Management, LLC	2.20%	Reduce -5.9%	34,678	$3.3M
Brown Wealth Management, LLC	0.86%	Add +0.3%	34,550	$3.3M
Foster Group, Inc.	0.10%	Reduce -0.3%	34,522	$3.3M
BCM Advisors, LLC	0.62%	Reduce -3.1%	34,107	$3.2M
Delos Wealth Advisors, LLC	2.12%	Add +4.6%	34,105	$3.2M
Mutual Advisors, LLC	0.07%	Reduce -21.4%	34,044	$3.2M
Defined Wealth Management, LLC	1.84%	Reduce -1.0%	33,965	$3.2M
Perryman Financial Advisory Inc.	0.46%	—	33,646	$3.2M
Syverson Strege & Co	0.75%	Reduce -0.2%	33,640	$3.2M
Johnson Financial Group, Inc.	0.12%	Reduce -0.8%	33,608	$3.2M
10Elms LLP	3.30%	Reduce -7.9%	33,485	$3.2M
Marino, Stram & Associates LLC	0.56%	Reduce -0.9%	33,180	$3.1M
Cyndeo Wealth Partners, LLC	0.17%	Reduce -3.1%	32,791	$3.1M
Natixis Advisors, LLC	0.00%	Add +10.7%	32,394	$3.0M
Aureum Wealth Management, LLC	2.83%	—	32,390	$3.0M
O'shaughnessy Asset Management, LLC	0.02%	Reduce -0.9%	32,240	$3.0M
Silver Oak Securities, Incorporated	0.20%	Add +307.2%	31,907	$3.0M
Tacita Capital Inc	1.75%	Reduce -2.9%	32,065	$3.0M
Pallas Capital Advisors LLC	0.10%	Reduce -1.9%	31,990	$3.0M
Axxcess Wealth Management, LLC	0.05%	Add +62.1%	31,966	$3.0M
Emerald Advisors, LLC	0.40%	Reduce -30.2%	31,538	$3.0M
Ameritas Advisory Services, LLC	0.11%	Reduce -7.4%	31,339	$3.0M
Bowman & Co S.C.	1.24%	Add +0.3%	31,020	$2.9M
Kastel Capital Advisors, LLC	1.79%	—	30,899	$2.9M
First Heartland Consultants, Inc.	0.22%	Reduce -2.3%	30,700	$2.9M
GGM Financial LLC	1.40%	Reduce -12.5%	30,576	$2.9M
Sherman Wealth Management LLC	2.49%	—	30,410	$2.9M
Aries Wealth Management	0.63%	Reduce -1.8%	30,085	$2.8M
Savvy Advisors, Inc.	0.09%	Add +28.1%	29,836	$2.8M
One Wealth Advisors, LLC	0.34%	Reduce -19.8%	28,435	$2.8M
Capital Investment Advisory Services, LLC	0.20%	Reduce -4.6%	29,455	$2.8M
Mechanics Bank Trust Department	0.36%	Reduce -11.1%	29,396	$2.8M
Partners Capital Investment Group, LLP	0.10%	Add +0.4%	29,341	$2.8M
ETF Store, Inc.	2.81%	Add +1.3%	29,275	$2.8M
Icon Wealth Advisors, LLC	0.18%	Add +1.9%	29,239	$2.8M
New England Asset Management Inc.	0.37%	No change	29,150	$2.7M
Visionary Wealth Advisors	0.12%	Reduce -0.3%	29,072	$2.7M
Patriot Investment Management Group, Inc.	0.17%	Reduce -3.0%	28,669	$2.7M
Golden State Wealth Management, LLC	0.28%	Reduce -3.0%	28,654	$2.7M
Cary Street Partners Financial LLC	0.07%	Add +7.5%	28,476	$2.7M
TD Waterhouse Canada Inc.	0.02%	Add +7.0%	28,296	$2.7M
McMorgan & Co. LLC	0.44%	Reduce -0.4%	28,130	$2.6M
Berman McAleer LLC	0.36%	Reduce -2.6%	28,077	$2.6M
Level Four Advisory Services, LLC	0.09%	Reduce -0.9%	27,985	$2.6M
Wealth Management Partners, LLC	0.75%	Reduce -0.5%	27,859	$2.6M
Oak Barrel Wealth Advisory LLC	1.56%	—	27,742	$2.6M
Sax Wealth Advisors, LLC	0.12%	Reduce -0.2%	27,669	$2.6M
Pension & Wealth Management Advisors, Inc.	0.77%	Reduce -1.0%	27,610	$2.6M
River's Edge Wealth Management, LLC	2.53%	—	26,906	$2.6M
Lodestar Private Asset Management LLC	0.26%	Reduce -3.9%	27,478	$2.6M
Regal Investment Advisors LLC	0.15%	Add +3.3%	26,524	$2.5M
Sheridan Capital Management, LLC	1.26%	Add +4.0%	26,437	$2.5M
Nwam LLC	0.14%	Add +1.4%	25,742	$2.4M
Elevation Point Wealth Partners, LLC	0.12%	Reduce -28.0%	25,876	$2.4M
Blake Schutter Theil Wealth Advisors, LLC	2.00%	Reduce -0.2%	25,835	$2.4M
Flatrock Wealth Partners LLC	1.16%	—	25,746	$2.4M
Symphony Financial Services, Inc.	1.23%	Reduce -0.3%	25,571	$2.4M
Capital Analysts, LLC	0.07%	Reduce -3.4%	25,388	$2.4M
Detalus Advisors, LLC	0.58%	Reduce -2.6%	25,375	$2.4M
Composition Wealth, LLC	0.03%	Reduce -2.2%	25,206	$2.4M
Whittier Trust Co.	0.03%	No change	25,011	$2.4M
MGB Wealth Management, LLC	0.67%	Add +0.1%	25,037	$2.4M
Accredited Investor Services, LLC	1.56%	Add +153.9%	25,047	$2.4M
National Bank of Canada	0.00%	Add +0.8%	25,028	$2.4M
Hansen & Associates Financial Group, Inc.	1.28%	Add +11.4%	24,455	$2.3M
Macco Financial Group, Inc.	2.00%	—	24,686	$2.3M
First Citizens Bank & Trust Co.	0.05%	Reduce -0.5%	24,656	$2.3M
Santori & Peters, Inc.	0.79%	Reduce -2.0%	24,525	$2.3M
Mascoma Wealth Management LLC	0.49%	Reduce -3.6%	24,406	$2.3M
Summit Investment Advisory Services, LLC	0.86%	Reduce -2.4%	24,090	$2.3M
Diversified Trust Co.	0.04%	Add +0.9%	24,006	$2.3M
TPG Advisors LLC	1.40%	Add +2.0%	23,974	$2.3M
Strategic Investment Advisors / MI	0.19%	Add +5433.2%	23,682	$2.2M
Signaturefd, LLC	0.03%	No change	23,671	$2.2M
Fiduciary Financial Group, LLC	0.31%	Reduce -3.3%	23,620	$2.2M
Hicks Capital Management LLC	2.23%	Add +0.0%	23,532	$2.2M
ACT Advisors, LLC.	0.86%	Reduce -1.9%	23,243	$2.2M
Hudson Oak Wealth Advisory LLC	1.93%	—	23,236	$2.2M
NewEdge Wealth, LLC	0.02%	Add +0.1%	23,050	$2.2M
Centurion Wealth Management LLC	0.48%	Reduce -0.1%	22,994	$2.2M
Strategic Family Wealth Counselors, L.L.C.	0.48%	Reduce -2.4%	23,051	$2.2M
Magnolia Capital Advisors LLC	0.45%	Add +8.8%	22,901	$2.2M
Keebeck Wealth Management	0.25%	Reduce -3.2%	22,827	$2.1M
Kirtland Hills Capital Management, LLC	0.75%	Add +28.7%	22,789	$2.1M
Harbour Investments, Inc.	0.04%	Add +6.4%	22,744	$2.1M
XY Planning Network, Inc.	0.37%	Add +214.7%	22,742	$2.1M
Advisory Alpha, LLC	0.06%	Add +5.2%	22,704	$2.1M
Tranquilli Financial Advisor LLC	1.24%	Reduce -0.1%	22,641	$2.1M
Ballew Advisors, Inc	1.19%	Reduce -0.3%	22,368	$2.1M
Legacy Financial Advisors, Inc.	0.29%	Reduce -9.6%	22,320	$2.1M
180 Wealth Advisors, LLC	0.24%	Reduce -2.8%	22,200	$2.1M
Vanguard Group Inc.	0.00%	Add +1.3%	22,113	$2.1M
Hilltop Partners LLC	0.53%	Reduce -0.8%	21,745	$2.0M
Concentric Capital Strategies, LP	0.10%	New	21,525	$2.0M
Chilton Investment Co. Inc.	0.04%	No change	21,500	$2.0M
PFG Investments, LLC	0.10%	Reduce -1.4%	21,424	$2.0M
Roof Eidam Maycock Peralta, LLC	0.46%	Add +0.1%	21,359	$2.0M
Selby Wealth Management, LLC	0.81%	—	21,253	$2.0M
Arcus Capital Partners, LLC	0.72%	Reduce -0.1%	21,206	$2.0M
Bernardo Wealth Planning LLC	0.38%	Reduce -0.8%	20,938	$2.0M
CoreCap Advisors, LLC	0.07%	Add +3.7%	20,864	$2.0M
Friedenthal Financial	1.01%	Reduce -3.6%	20,845	$2.0M
HighPoint Advisor Group LLC	0.04%	New	20,770	$2.0M
Tanglewood Legacy Advisors, LLC	0.73%	Reduce -2.8%	20,700	$1.9M
Capital Insight Partners, LLC	0.41%	Reduce -17.6%	20,602	$1.9M
Mosaic Family Wealth Partners, LLC	0.21%	Reduce -2.1%	20,467	$1.9M
Robertson Stephens Wealth Management, LLC	0.05%	Reduce -2.5%	20,424	$1.9M
Shepherd Financial Partners LLC	0.18%	Reduce -1.3%	20,390	$1.9M
Elevation Capital Advisory, LLC	0.78%	Reduce -74.4%	20,388	$1.9M
FORM Wealth Advisors, LLC	0.22%	—	20,253	$1.9M
Almanack Investment Partners, LLC.	0.32%	Reduce -0.6%	20,195	$1.9M
Spire Wealth Management	0.06%	Reduce -2.5%	20,137	$1.9M
Thompson David Blair	1.08%	—	20,134	$1.9M
GC Wealth Management RIA, LLC	0.07%	Reduce -1.9%	20,118	$1.9M
Integrity Alliance, Llc.	0.07%	Add +71.7%	19,879	$1.9M
Forum Private Client Group LLC	0.64%	Reduce -2.2%	19,837	$1.9M
Braeburn Wealth Management LLC	0.95%	—	19,784	$1.9M
Stephens Inc.	0.02%	Reduce -12.0%	19,748	$1.9M
Sweeney & Michel, LLC	0.55%	Add +3.2%	19,314	$1.9M
Avior Wealth Management, LLC	0.06%	Reduce -1.4%	19,691	$1.9M
Ascent Wealth Partners, LLC	0.21%	Add +1.4%	19,646	$1.8M
HRT Financial LP	0.01%	New	19,623	$1.8M
Benjamin Edwards Inc.	0.02%	Add +0.9%	19,571	$1.8M
PCA Investment Advisory Services Inc.	0.64%	Reduce -12.6%	19,543	$1.8M
Ellis Investment Partners, LLC	0.32%	Reduce -2.6%	19,487	$1.8M
Cowa, LLC	0.56%	Reduce -2.7%	19,482	$1.8M
Strategy Asset Managers LLC	0.30%	Add +3.8%	19,348	$1.8M
Capital Asset Advisory Services LLC	0.07%	Reduce -2.8%	19,165	$1.8M
Welch & Forbes LLC	0.02%	No change	19,116	$1.8M
Scotia Capital Inc.	0.01%	Reduce -15.0%	19,035	$1.8M
HB Wealth Management, LLC	0.01%	Reduce -6.9%	18,885	$1.8M
Summit Trail Advisors, LLC	0.03%	Reduce -19.2%	18,765	$1.8M
Elevate Wealth Advisory, Inc.	1.21%	Reduce -7.1%	18,763	$1.8M
NorthRock Partners, LLC	0.03%	Add +2.1%	18,693	$1.8M
Hoese & Co LLP	1.25%	Reduce -23.4%	18,685	$1.8M
GFG Capital, LLC	0.62%	Reduce -2.5%	18,563	$1.7M
Smart Money Group LLC	0.51%	Add +0.0%	18,430	$1.7M
DecisionMap Wealth Management, LLC	1.06%	Reduce -27.2%	18,280	$1.7M
Caprock Group, LLC	0.04%	Add +10.3%	18,274	$1.7M
Intellectus Partners, LLC	0.33%	Add +3.7%	18,149	$1.7M
Black Diamond Financial, LLC	0.18%	Reduce -3.7%	18,029	$1.7M
Baring Financial LLC	1.03%	Reduce -0.8%	18,021	$1.7M
Retirement Planning Group, LLC	0.06%	Reduce -3.5%	17,963	$1.7M
Hershey Financial Advisers, LLC	1.43%	New	17,906	$1.7M
Trustmark Bank Trust Department	0.11%	Reduce -2.8%	17,777	$1.7M
Townsend Asset Management Corp. /NC/	0.59%	Reduce -1.0%	17,713	$1.7M
5T Wealth, LLC	0.65%	Reduce -11.3%	17,177	$1.6M
Salem Investment Counselors Inc.	0.05%	Reduce -17.3%	17,138	$1.6M
Private Trust Co. NA	0.14%	Reduce -1.1%	17,056	$1.6M
Saxon Interests, Inc.	0.57%	Reduce -3.5%	17,043	$1.6M
BCGM Wealth Management, LLC	0.41%	Reduce -10.0%	16,979	$1.6M
Roman Butler Fullerton & Co.	0.42%	Reduce -0.3%	16,857	$1.6M
Centric Wealth Management	0.34%	Reduce -0.3%	16,700	$1.6M
Smartleaf Asset Management LLC	0.06%	Add +10.8%	16,581	$1.6M
Diversify Wealth Management, LLC	0.07%	Add +106.3%	16,639	$1.6M
Creekside Partners	0.66%	Add +0.1%	16,659	$1.6M
Thoroughbred Financial Services, LLC	0.09%	Add +14.6%	16,532	$1.6M
Aspire Growth Partners LLC	1.08%	Reduce -5.0%	16,423	$1.5M
Milestones Private Investment Advisors LLC	1.06%	Reduce -10.0%	16,382	$1.5M
Syntax Research, Inc.	0.94%	Add +7.5%	16,234	$1.5M
Wescott Financial Advisory Group, LLC	0.13%	Add +0.4%	16,228	$1.5M
Wealth Enhancement Trust Services, Inc.	0.19%	—	16,140	$1.5M
New Insight Wealth Advisors	0.54%	Add +15.5%	16,057	$1.5M
CCG Wealth Management, LLC	0.65%	No change	16,047	$1.5M
CIBC Private Wealth Group LLC	0.00%	Reduce -8.1%	16,021	$1.5M
Wealthcare Advisory Partners LLC	0.03%	Reduce -3.6%	16,013	$1.5M
Y-Intercept (Hong Kong) Ltd	0.03%	Reduce -30.6%	15,994	$1.5M
Integrated Advisors Network LLC	0.07%	Reduce -16.0%	15,993	$1.5M
Ascentis Independent Advisors	0.24%	Reduce -2.5%	15,856	$1.5M
Granite FO LLC	0.79%	No change	15,822	$1.5M
Cynosure Group, LLC	0.15%	Reduce -62.7%	15,812	$1.5M
Comprehensive Financial Consultants Institutional, Inc.	0.45%	Reduce -0.9%	15,802	$1.5M
Brown Advisory Inc.	0.00%	Add +2.3%	15,633	$1.5M
Ewa, LLC	0.36%	Add +28.1%	15,632	$1.5M
Kaydan Wealth Management, Inc.	0.43%	Reduce -4.2%	15,597	$1.5M
Kathmere Capital Management, LLC	0.10%	Add +4.5%	15,552	$1.5M
Centaurus Financial, Inc.	0.07%	Add +23.4%	15,549	$1.5M
West Wealth Group, LLC	0.30%	Add +5.7%	15,526	$1.5M
Claro Advisors Inc.	0.20%	Add +8.2%	15,497	$1.5M
Northern Trust Corp.	0.00%	Add +0.5%	15,456	$1.5M
Safeguard Investment Advisory Group, LLC	0.37%	Reduce -10.7%	15,304	$1.4M
Lanark Financial, Inc.	0.11%	Reduce -1.4%	15,243	$1.4M
Kestra Private Wealth Services, LLC	0.02%	Reduce -3.3%	15,238	$1.4M
Macquarie Group Ltd.	0.01%	Add +238.5%	15,181	$1.4M
Southland Equity Partners LLC	0.28%	Reduce -0.7%	15,144	$1.4M
BXM Wealth LLC	1.10%	No change	15,124	$1.4M
Fortis Group Advisors, LLC	0.24%	Reduce -19.6%	15,002	$1.4M
Tranquility Partners, LLC	0.51%	Add +2.3%	15,092	$1.4M
CFS Investment Advisory Services, LLC	0.10%	Reduce -4.2%	14,879	$1.4M
Peddock Capital Advisors, LLC	0.29%	Add +5.8%	14,874	$1.4M
Shufro Rose & Co. LLC	0.09%	Reduce -20.1%	14,749	$1.4M
TritonPoint Partners, LLC	0.74%	—	14,747	$1.4M
Keystone Wealth Services, LLC	0.29%	Reduce -0.5%	14,746	$1.4M
PFG Advisors	0.07%	Reduce -14.9%	14,741	$1.4M
Jaffetilchin Investment Partners, LLC	0.08%	Add +0.1%	14,708	$1.4M
Inscription Capital, LLC	0.14%	Add +0.0%	14,592	$1.4M
Nova R Wealth, Inc.	0.50%	Add +2.6%	14,572	$1.4M
Wetzel Investment Advisors, Inc.	0.56%	Reduce -0.6%	14,571	$1.4M
McDonald Partners LLC	0.43%	Reduce -1.3%	14,500	$1.4M
Karras Company, Inc.	1.33%	—	14,454	$1.4M
Purpose Unlimited Inc.	0.06%	—	14,453	$1.4M
IRON Financial LLC	0.63%	Reduce -0.3%	14,442	$1.4M
Keating Financial Advisory Services, Inc.	0.18%	—	14,372	$1.4M
Cardiff Park Advisors, LLC	0.11%	Reduce -3.5%	14,368	$1.4M
International Assets Investment Management, LLC	0.09%	Reduce -5.9%	14,244	$1.3M
Verdence Capital Advisors LLC	0.08%	Reduce -0.8%	14,190	$1.3M
Atlas Legacy Advisors, LLC	0.23%	Add +8.6%	14,174	$1.3M
NWF Advisory Services Inc.	0.15%	Reduce -16.4%	14,122	$1.3M
Nest Investments, LLC	1.11%	—	14,105	$1.3M
Perennial Investment Advisors, LLC	0.10%	Add +1.5%	14,072	$1.3M
Sapient Capital LLC	0.02%	No change	13,995	$1.3M
Jacobi Capital Management LLC	0.08%	Reduce -0.9%	14,037	$1.3M
Provident Wealth Management, LLC	0.39%	Reduce -1.9%	13,919	$1.3M
Mosley Wealth Management	0.60%	—	13,694	$1.3M
Maia Wealth LLC	0.22%	Add +10.5%	13,426	$1.3M
KW Wealth Management LLC	1.94%	Add +0.8%	13,553	$1.3M
ShoreHaven Wealth Partners, LLC	0.46%	Add +5.9%	13,544	$1.3M
WCG Wealth Advisors LLC	0.04%	New	13,429	$1.3M
Insight Inv LLC	0.71%	Add +18.0%	13,425	$1.3M
Oakmont Advisory Group, LLC	1.35%	—	13,413	$1.3M
Goldstone Financial Group, LLC	0.14%	Reduce -0.6%	13,403	$1.3M
Wealth Management Associates, Inc.	0.44%	Add +1.9%	13,397	$1.3M
Cherry Tree Wealth Management, LLC	0.27%	Reduce -2.2%	13,373	$1.3M
Yarger Wealth Strategies, LLC	0.54%	Add +0.4%	13,297	$1.3M
Compass Capital Corp. /Ma/	0.48%	Reduce -23.4%	13,056	$1.3M
Compound Planning, Inc.	0.04%	Reduce -8.0%	13,289	$1.3M
Concentrum Wealth Management	0.35%	Reduce -3.0%	13,287	$1.3M
Smith, Moore & Co.	0.09%	Reduce -7.3%	13,259	$1.2M
Physician Wealth Advisors, Inc.	0.17%	Reduce -1.4%	13,188	$1.2M
Citadel Advisors	0.00%	Add +234.1%	13,057	$1.2M
JMG Financial Group, Ltd.	0.03%	No change	12,847	$1.2M
Ieq Capital, LLC	0.00%	Add +56.8%	12,797	$1.2M
XTX Topco Ltd	0.03%	New	12,795	$1.2M
KERR FINANCIAL PLANNING Corp	1.63%	Add +114.5%	12,688	$1.2M
Soltis Investment Advisors LLC	0.08%	Add +25.1%	12,582	$1.2M
Mattern Wealth Management LLC	0.23%	No change	12,518	$1.2M
WT Wealth Management	0.34%	Reduce -2.5%	12,429	$1.2M
Flow Traders U.S. LLC	0.04%	New	12,424	$1.2M
Beta Wealth Group, Inc.	0.47%	Reduce -2.3%	12,304	$1.2M
Ergawealth Advisors, Inc.	0.53%	Reduce -16.6%	12,206	$1.1M
TBH Global Asset Management, LLC	0.19%	Add +5.2%	12,191	$1.1M
VERITY Wealth Advisors	0.71%	No change	12,102	$1.1M
NorthCrest Asset Manangement, LLC	0.03%	Add +8.5%	12,114	$1.1M
Strait & Sound Wealth Management LLC	0.42%	Reduce -4.7%	12,034	$1.1M
K2 Financial Inc.	0.87%	Add +0.4%	11,940	$1.1M
Kovack Advisors, Inc.	0.05%	Add +52.8%	11,916	$1.1M
Moors & Cabot, Inc.	0.05%	Reduce -1.3%	11,821	$1.1M
Armstrong Advisory Group, Inc.	0.08%	No change	11,807	$1.1M
CFO4Life Group, LLC	0.16%	Reduce -3.7%	11,768	$1.1M
Bravias Capital Group, LLC	0.67%	Reduce -2.7%	11,731	$1.1M
Goldstein Advisors, LLC	0.13%	Reduce -0.1%	11,712	$1.1M
PMG Wealth Management, Inc.	0.80%	Add +0.9%	11,558	$1.1M
Atlas Private Wealth Advisors	0.25%	Reduce -0.8%	11,435	$1.1M
Princeton Global Asset Management LLC	0.17%	New	11,400	$1.1M
Advisor Resource Council	0.38%	Reduce -5.1%	11,362	$1.1M
TTP Investments, Inc.	0.35%	No change	11,344	$1.1M
Destiny Wealth Partners, LLC	0.12%	Reduce -0.1%	11,152	$1.1M
J.E. Simmons & Co., P.C.	0.69%	—	11,269	$1.1M
Snider Financial Group	0.28%	Add +7.8%	11,198	$1.1M
Leavell Investment Management, Inc.	0.04%	Add +4.0%	11,055	$1.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors	0.12%	Reduce -18.0%	11,051	$1.0M
Dorsey & Whitney Trust CO LLC	0.05%	Add +7.3%	10,945	$1.0M
Guidance Point Advisors, LLC	0.24%	Add +0.1%	10,926	$1.0M
Empowered Funds, LLC	0.02%	New	10,864	$1.0M
Ausdal Financial Partners, Inc.	0.05%	Reduce -30.9%	10,756	$1.0M
Fort Point Capital Partners LLC	0.12%	No change	10,699	$1.0M
Graves Light Lenhart Wealth, Inc.	0.11%	Reduce -0.9%	10,712	$1.0M
Transcend Capital Advisors, LLC	0.08%	Add +0.7%	10,702	$1.0M
Oxinas Partners, LLC	0.48%	Add +7.3%	10,680	$1.0M
Lincoln Capital LLC	0.18%	No change	10,650	$1.0M
Liberty Wealth Management LLC	0.13%	Add +0.2%	10,642	$1.0M
Avaii Wealth Management, LLC	0.36%	Reduce -1.9%	10,582	$996K
Trust Point Inc.	0.08%	No change	10,571	$995K
AAF Wealth Management, LLC	0.42%	Add +0.4%	10,564	$995K
Center For Asset Management LLC	0.52%	Reduce -6.0%	10,502	$989K
Gen-Wealth Partners Inc	0.32%	Add +10.0%	10,458	$985K
Great Diamond Partners, LLC	0.19%	Reduce -3.8%	10,363	$976K
Arrowroot Family Office, LLC	0.35%	Add +0.4%	10,334	$973K
Sound View Wealth Advisors Group, LLC	0.06%	Reduce -0.9%	10,280	$968K
Three Magnolias Financial Advisors, LLC	0.60%	Add +0.0%	10,278	$968K
Neuberger Berman Group LLC	0.00%	Reduce -1.1%	10,221	$962K
C2C Wealth Management, LLC	0.81%	No change	10,165	$957K
Cibc World Market Inc.	0.00%	Reduce -2.2%	10,160	$957K
VestGen Advisors, LLC	0.04%	Reduce -79.7%	10,160	$957K
First Financial Bank - Trust Division	0.08%	Reduce -2.9%	10,091	$950K
Wealthspire Advisors, LLC	0.01%	Add +49.4%	10,075	$949K
Berkshire Money Management, Inc.	0.09%	Reduce -83.1%	10,062	$947K
Stephen J. Garry & Associates, LLC	0.75%	Reduce -2.9%	10,055	$947K
ProVise Management Group, LLC	0.07%	Add +2.4%	10,003	$942K
Dravo Bay LLC	0.39%	Add +3.2%	9,947	$937K
Raab & Moskowitz Asset Management LLC	0.20%	Add +74.8%	9,942	$936K
Mission Wealth Management, LP	0.02%	Add +31.3%	9,891	$931K
Tolleson Wealth Management, Inc.	0.13%	No change	9,890	$931K
Sage Mountain Advisors LLC	0.05%	Reduce -45.3%	9,872	$930K
KOM Wealth Management Group, LLC	0.65%	Add +0.6%	9,811	$924K
Oppenheimer & Co. Inc.	0.01%	Add +2.4%	9,658	$909K
Wealthfront Advisers LLC	0.00%	Add +8.9%	9,537	$898K
Opes Wealth Management LLC	0.15%	Reduce -4.7%	9,429	$888K
PTM Wealth Management, LLC	0.50%	Reduce -0.8%	9,390	$883K
Northwest Financial Advisors	1.81%	Reduce -1.3%	9,361	$881K
Moneta Group Investment Advisors LLC	0.01%	Reduce -8.7%	9,333	$879K
Sachetta, LLC	0.48%	Reduce -46.9%	9,223	$868K
Prosperity Consulting Group, LLC	0.04%	No change	9,220	$868K
Wedbush Securities Inc.	0.03%	Add +4.5%	9,210	$867K
DAVENPORT & Co LLC	0.00%	Add +0.1%	9,145	$861K
O'Brien Wealth Partners LLC	0.11%	Reduce -10.5%	9,119	$859K
High Falls Advisors, Inc	0.17%	Reduce -6.8%	9,112	$858K
Sovran Advisors, LLC	0.07%	Add +1.9%	9,072	$858K
Fiduciary Group, LLC	0.07%	No change	9,061	$853K
Chatterton & Associates Inc.	0.73%	—	9,040	$851K
StrongBox Wealth, LLC	0.28%	Add +1.7%	8,992	$847K
Exencial Wealth Advisors, LLC	0.03%	Add +0.7%	8,989	$846K
Trek Financial, LLC	0.05%	Add +9.3%	8,970	$845K
Krilogy Financial LLC	0.03%	Reduce -2.7%	8,834	$844K
Hilltop Holdings Inc.	0.05%	Reduce -3.1%	8,928	$841K
Maridea Wealth Management LLC	0.13%	Reduce -63.4%	8,877	$836K
Security Financial Services, INC.	0.13%	Reduce -0.5%	8,876	$836K
First Trust Advisors LP	0.00%	Reduce -1.7%	8,758	$825K
Schrum Private Wealth Management LLC	0.61%	Reduce -7.0%	8,735	$822K
First Business Financial Services, Inc.	0.08%	No change	8,694	$819K
Moran Wealth Management, LLC	0.03%	New	8,683	$818K
Sensible Money, LLC	0.26%	Reduce -1.8%	8,678	$817K
Midwest Financial Group LLC	0.36%	Add +0.2%	8,669	$816K
Fifth Third Bancorp	0.00%	Add +23.4%	8,669	$816K
First Citizens Financial Corp	0.40%	Reduce -1.1%	8,637	$813K
Pinnacle Wealth Planning Services, Inc.	0.08%	No change	8,618	$811K
LongView Wealth Management	0.19%	Reduce -16.7%	8,428	$800K
Granite Bay Wealth Management, LLC	0.19%	Add +24.2%	8,472	$798K
West Michigan Advisors, LLC	0.18%	Add +0.1%	8,441	$795K
Financial Sense Advisors, Inc.	0.17%	Add +0.3%	8,431	$794K
Brown Financial Advisory	0.40%	No change	8,412	$792K
Stonebrook Private Inc.	0.17%	Add +4.3%	8,400	$791K
Tradewinds, LLC.	0.19%	No change	8,375	$789K
Bryant Woods Investment Advisors, LLC	0.30%	Reduce -0.7%	8,341	$785K
Asset Dedication, LLC	0.05%	Reduce -1.9%	8,328	$784K
Everhart Financial Group, Inc.	0.07%	Add +0.3%	8,327	$784K
Advisors Capital Management, LLC	0.01%	Add +220.8%	8,324	$784K
Richmond Investment Services, LLC	0.13%	Reduce -17.6%	8,290	$781K
Uptick Partners, LLC	0.17%	Reduce -8.7%	8,253	$777K
Genesis Private Wealth, LLC	0.24%	Reduce -1.3%	8,168	$769K
PKS Advisory Services, LLC	0.18%	Reduce -19.4%	8,163	$769K
Bessemer Group Inc.	0.00%	Reduce -30.5%	8,136	$766K
Brown Brothers Harriman & Co.	0.00%	No change	8,087	$761K
Chicago Partners Investment Group LLC	0.02%	Reduce -45.3%	7,978	$757K
Apeiron RIA LLC	0.15%	Reduce -29.8%	7,988	$757K
StoneX Group Inc.	0.03%	Reduce -5.4%	8,028	$756K
Integrated Capital Management, LLC	0.33%	Reduce -0.6%	8,026	$756K
AIMZ Investment Advisors, LLC	0.22%	No change	8,024	$756K
Brookwood Investment Group LLC	0.09%	Add +1.9%	8,010	$754K
Prasad Wealth Partners, LLC	0.20%	Reduce -3.5%	8,006	$754K
WFA of San Diego, LLC	0.55%	Add +8.6%	7,999	$753K
Investment Partners Asset Management, Inc.	0.47%	Add +2.0%	7,962	$750K
Beacon Financial Advisory LLC	0.17%	Reduce -20.4%	7,947	$748K
MBE Wealth Management, LLC	0.31%	Add +0.0%	7,918	$746K
Cassaday & Co Wealth Management LLC	0.02%	No change	7,866	$741K
EdgeRock Capital LLC	0.20%	No change	7,846	$739K
OVERSEA-CHINESE BANKING Corp Ltd	0.02%	Reduce -94.7%	7,843	$738K
Traphagen Investment Advisors LLC	0.06%	Add +13.6%	7,837	$738K
Illumine Investment Management, LLC	0.54%	No change	7,822	$737K
Alta Wealth Advisors LLC	0.24%	Add +2.9%	7,735	$728K
Greater Midwest Financial Group, LLC	0.41%	Add +0.4%	7,711	$726K
Cypress Wealth Services, LLC	0.10%	Reduce -52.3%	7,635	$719K
PDS Planning, Inc	0.05%	Add +0.4%	7,627	$718K
Fifth Third Wealth Advisors LLC	0.03%	Add +0.1%	7,616	$717K
LS Investment Advisors, LLC	0.10%	Reduce -2.7%	7,601	$716K
JB Capital LLC	0.03%	Add +7.6%	7,576	$713K
HORAN Wealth, LLC	0.11%	Add +0.9%	7,559	$712K
Veery Capital, LLC	0.22%	No change	7,534	$709K
Intrua Financial, LLC	0.08%	Reduce -38.3%	7,520	$708K
CENTRAL TRUST Co	0.01%	No change	7,514	$708K
E&G Advisors, LLC	0.16%	Reduce -2.6%	7,514	$708K
CLG LLC	0.18%	Reduce -13.3%	7,496	$706K
Sterling Group Wealth Management, LLC	0.34%	No change	7,485	$705K
FRG Family Wealth Advisors LLC	0.11%	Reduce -9.8%	7,475	$704K
BostonPremier Wealth LLC	0.36%	Reduce -11.5%	7,465	$703K
JGP Wealth Management, LLC	0.07%	New	7,450	$701K
Tiaa Trust, National Association	0.00%	Reduce -0.0%	7,450	$701K
Twelve Points Wealth Management LLC	0.16%	Reduce -1.8%	7,408	$701K
United Advisor Group, LLC	0.09%	Reduce -12.1%	7,401	$697K
Polaris Investment Advisors, LLC	0.50%	—	7,375	$694K
Midwest Trust Co	0.01%	Add +7.6%	7,370	$694K
WBH Advisory Inc.	0.05%	Reduce -22.2%	7,361	$693K
Post Resch Tallon Group Inc.	0.59%	Add +1.4%	7,358	$693K
Potentia Wealth	0.25%	Reduce -0.2%	7,330	$690K
Arkfeld Wealth Strategies, L.L.C.	0.24%	Add +0.6%	7,285	$686K
Avidian Wealth Enterprises, LLC	0.02%	Add +1.4%	7,276	$685K
Quadrant Private Wealth Management, LLC	0.11%	Reduce -3.8%	7,270	$685K
Valley Forge Investment Consultants Inc. Adv	0.20%	No change	7,256	$683K
Bouchey Financial Group, Ltd.	0.05%	No change	7,193	$677K
Sovereign Financial Group, Inc.	0.12%	Reduce -3.3%	7,149	$673K
Stonehearth Capital Management, LLC	0.25%	No change	7,141	$672K
Vista Capital Partners, Inc.	0.07%	Reduce -3.3%	7,134	$672K
Client 1ST Advisory Group, LLC	0.21%	Reduce -15.2%	7,094	$668K
waypoint wealth counsel	0.24%	Add +0.4%	7,049	$664K
Ewing Morris & Co. Investment Partners Ltd.	0.29%	Add +15.5%	6,930	$661K
Signal Advisors Wealth, LLC	0.05%	Reduce -34.5%	7,014	$660K
ONE Advisory Partners, LLC	0.20%	Reduce -10.8%	6,991	$658K
Edmond DE Rothschild Holding S.A.	0.01%	Reduce -63.9%	6,963	$656K
Heck Capital Advisors, LLC	0.05%	Reduce -5.3%	6,937	$653K
Garde Capital, Inc.	0.04%	Reduce -4.8%	6,929	$652K
GW Henssler & Associates Ltd.	0.03%	Add +1.1%	6,881	$648K
Nottingham Advisors, Inc.	0.09%	Reduce -3.2%	6,871	$647K
W Advisors, LLC	0.33%	Reduce -11.0%	6,864	$646K
Aventus Investment Advisors, Inc.	0.52%	Reduce -0.8%	6,859	$646K
Professional Financial Advisors, LLC	0.13%	Add +0.3%	6,857	$646K
WESPAC Advisors SoCal, LLC	0.13%	New	6,826	$643K
Mission Creek Capital Partners, Inc.	0.13%	New	6,793	$640K
Yukon Wealth Management, Inc.	0.37%	Reduce -8.4%	6,715	$639K
Cidel Asset Management Inc.	0.04%	Reduce -7.2%	6,760	$637K
B.O.S.S. Retirement Advisors, LLC	0.20%	Add +146.4%	6,751	$636K
LiftPoint Family Wealth Advisors LLC	0.54%	—	6,749	$635K
Patten & Patten Inc.	0.04%	Reduce -0.4%	6,747	$635K
Wealthspire Retirement, LLC	0.04%	No change	6,743	$635K
Cambria Investment Management, L.P.	0.04%	New	6,671	$628K
Simplicity Wealth,LLC	0.04%	Reduce -10.3%	6,671	$628K
Advisory Advocates, LLC	0.62%	—	6,607	$622K
Vertex Planning Partners, LLC	0.14%	Reduce -7.1%	6,559	$618K
JT Stratford LLC	0.08%	No change	6,532	$615K
Stonebridge Financial Planning Group, LLC	0.22%	No change	6,530	$615K
Austin Private Wealth, LLC	0.05%	Add +12.0%	6,528	$615K
Horizon Wealth Management, LLC	0.10%	Add +0.4%	6,506	$613K
Belpointe Asset Management LLC	0.02%	Add +1.9%	6,493	$611K
Waddell & Associates, LLC	0.04%	No change	6,470	$609K
MTM Financial Group, LLC	0.29%	Reduce -10.9%	6,452	$608K
Cornell Pochily Investment Advisors, Inc.	0.18%	Add +0.2%	6,446	$607K
Radnor Capital Management, LLC	0.09%	No change	6,434	$606K
FF Advisors,LLC	0.27%	Add +0.5%	6,424	$605K
Tennessee Valley Asset Management Partners	0.08%	Add +6.2%	6,333	$596K
Clear Point Advisors Inc.	0.46%	Reduce -9.0%	6,321	$595K
Exchange Bank	0.41%	No change	6,300	$593K
4J Wealth Management LLC	0.34%	Reduce -0.4%	6,275	$591K
GatePass Capital, LLC	0.31%	Reduce -0.0%	6,249	$588K
Ridgecrest Wealth Partners, LLC	0.32%	No change	6,187	$583K
Sunbelt Securities, Inc.	0.04%	Add +0.2%	6,180	$582K
Associated Banc-Corp	0.01%	No change	6,175	$581K
Parthenon LLC	0.06%	No change	6,174	$581K
Meridian Wealth Management, LLC	0.02%	Add +0.6%	6,143	$578K
Venturi Wealth Management, LLC	0.03%	Add +0.0%	6,123	$577K
Wealth Alliance, LLC	0.06%	Add +4.2%	6,122	$576K
PFG Private Wealth Management, LLC	0.25%	New	6,119	$576K
Headinvest, LLC	0.11%	Reduce -12.8%	6,111	$575K
Relyea Zuckerberg Hanson LLC	0.06%	Add +0.4%	6,076	$572K
United Bank	0.07%	No change	6,000	$565K
CVA Family Office, LLC	0.06%	No change	5,982	$563K
Becker Capital Management Inc.	0.02%	No change	5,981	$563K
Webster Bank, N. A.	0.05%	Reduce -1.5%	5,978	$563K
Financial Management Network Inc.	0.09%	Reduce -3.2%	5,968	$559K
LifeSteps Financial, Inc.	0.36%	Reduce -1.9%	5,923	$558K
Sfmg, LLC	0.04%	Reduce -1.0%	5,923	$558K
GEM Asset Management, LLC	0.25%	No change	5,866	$552K
Laurel Oak Wealth Management, LLC	0.09%	—	5,856	$551K
Agate Pass Investment Management, LLC	0.20%	No change	5,832	$549K
Alterna Wealth Management, Inc.	0.46%	Reduce -32.3%	5,822	$548K
Eldridge Investment Advisors, Inc.	0.12%	Add +1.8%	5,811	$547K
Freestone Capital Holdings, LLC	0.02%	Reduce -7.0%	5,808	$547K
17 Capital Partners, LLC	0.28%	New	5,807	$547K
Gilpin Wealth Management, LLC	0.43%	—	5,770	$543K
Valeo Financial Advisors, LLC	0.01%	Add +23.6%	5,768	$543K
Dara Capital Us, Inc.	0.48%	—	5,749	$542K
Altus Wealth Group LLC	0.22%	Reduce -14.6%	5,751	$542K
Collective Family Office LLC	0.12%	Reduce -3.8%	5,742	$541K
Rwa Wealth Partners, LLC	0.01%	Add +6.0%	5,729	$539K
Regions Financial Corp.	0.00%	Reduce -0.5%	5,707	$537K
Bank Julius Baer & Co. Ltd, Zurich	0.00%	New	5,703	$537K
Castle Rock Wealth Management, LLC	0.12%	Reduce -9.5%	5,679	$537K
RFG Advisory, LLC	0.01%	Add +74.0%	5,692	$536K
Flputnam Investment Management Co.	0.01%	Add +80.7%	5,688	$536K
Brady Martz Wealth Solutions, LLC	0.09%	No change	5,664	$533K
Concord Wealth Partners	0.07%	Reduce -3.6%	5,663	$533K
New Hampshire Trust	0.10%	No change	5,645	$532K
Eq LLC	0.15%	Reduce -8.2%	5,639	$531K
Financial Life Advisors	0.16%	Reduce -4.3%	5,632	$530K
Barnes Wealth Management Group, Inc	0.28%	Reduce -3.3%	5,629	$530K
Mainstream Capital Management LLC	0.35%	Reduce -10.1%	5,628	$530K
Glenview Trust Co	0.01%	Reduce -3.0%	5,617	$529K
Glass Jacobson Investment Advisors llc	0.19%	No change	5,610	$528K
JFS Wealth Advisors, LLC	0.03%	Reduce -16.6%	5,608	$528K
Keystone Financial Group, Inc.	0.28%	Add +0.2%	5,607	$528K
Schmidt P J Investment Management Inc.	0.09%	Add +8.0%	5,592	$527K
Gallacher Capital Management LLC	0.20%	Reduce -0.4%	5,579	$525K
Higgins & Schmidt Wealth Strategies LLC	0.25%	No change	5,568	$524K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.00%	New	5,568	$524K
Forte Asset Management LLC	0.24%	Reduce -0.2%	5,565	$524K
Milestone Asset Management, LLC	0.10%	Add +1.5%	5,507	$519K
COFG Advisors, LLC	0.13%	—	5,507	$519K
Wealthgarden F.S. LLC	0.34%	Add +1.4%	5,427	$518K
Warner Financial, Inc.	0.18%	No change	5,501	$518K
Harpswell Capital Advisors, LLC	0.41%	New	5,500	$518K
Centennial Advisors, LLC	0.67%	—	5,479	$516K
SHP Wealth Management	0.04%	—	5,474	$515K
FourThought Financial Partners, LLC	0.04%	No change	5,441	$512K
Community Trust & Investment Co.	0.03%	No change	5,424	$511K
Joel Adams & Associates, Inc.	0.38%	Reduce -3.8%	5,405	$509K
Inspire Advisors, LLC	0.05%	Add +13.1%	5,373	$506K
Patten Group, Inc.	0.09%	Reduce -9.1%	5,353	$504K
Whittier Trust Co. of Nevada Inc.	0.01%	No change	5,326	$504K
Gibson Capital, LLC	0.09%	Reduce -9.1%	5,346	$503K
Smith Partners Wealth Management, LLC	0.46%	—	5,343	$503K
Evermay Wealth Management LLC	0.06%	No change	5,334	$502K
Pinnacle Family Advisors, LLC	0.22%	Reduce -2.4%	5,334	$502K
Independent Advisor Alliance	0.01%	Add +20.3%	5,274	$497K
Pettyjohn, Wood & White, Inc.	0.08%	Reduce -2.8%	5,267	$496K
Briggs Wealth Management, Inc	0.53%	—	5,262	$495K
Kingsman Wealth Management, Inc.	0.27%	Reduce -8.3%	5,256	$495K
Pathfinder Wealth Consulting, Inc.	0.31%	—	5,246	$494K
Galvin, Gaustad & Stein, LLC	0.04%	New	5,230	$492K
Trust Co of the South	0.08%	No change	5,195	$489K
Old North State Trust, LLC	0.29%	Reduce -44.4%	5,192	$489K
Peapack Gladstone Financial Corp.	0.01%	Reduce -0.3%	5,187	$488K
Boreal Capital Management LLC	0.45%	No change	5,177	$487K
Sage Capital Advisors,llc	0.12%	No change	5,168	$487K
LCNB Corp.	0.16%	No change	5,150	$485K
New Republic Capital, LLC	0.13%	Reduce -8.1%	5,149	$485K
Silverlake Wealth Management LLC	0.11%	Add +0.6%	5,137	$484K
Colonial Trust Co / SC	0.06%	Reduce -8.7%	5,136	$484K
Fifth Third Securities, Inc.	0.03%	Add +8.6%	5,135	$484K
Opulen Financial Group LLC	0.35%	Add +0.2%	5,129	$483K
Guidance Capital, Inc.	0.12%	Reduce -18.3%	5,087	$482K
Welch Group, LLC	0.02%	New	5,104	$481K
Larson Financial Group LLC	0.02%	Add +0.3%	5,092	$479K
QRG Capital Management, Inc.	0.01%	Add +5.8%	5,045	$475K
Wesbanco Bank Inc.	0.01%	Reduce -5.0%	5,013	$472K
Berkeley, Inc	0.15%	No change	5,012	$472K
Shelton Capital Management	0.01%	No change	5,004	$471K
Balance Wealth Partners LLC	0.15%	Reduce -11.7%	5,004	$471K
Greenleaf Trust	0.00%	Reduce -6.1%	5,001	$471K
Richardson Financial Services Inc.	0.15%	Reduce -12.6%	4,970	$468K
Grandview Asset Management LLC	0.13%	Reduce -20.3%	4,943	$465K
New World Advisors LLC	0.08%	Add +8.5%	4,921	$463K
Managed Asset Portfolios, LLC	0.06%	New	4,918	$463K
Columbus Macro, LLC	0.05%	Reduce -4.5%	4,889	$460K
Moment Partners, LLC	0.09%	Reduce -3.9%	4,888	$460K
First Bank & Trust	0.07%	No change	4,883	$460K
Worth Financial Advisory Group, LLC	0.22%	Reduce -4.0%	4,841	$456K
Planning Directions Inc.	0.23%	Add +0.3%	4,822	$454K
Aerodigm Wealth, LLC	0.18%	No change	4,817	$454K
Institute for Wealth Management, LLC.	0.05%	Reduce -46.9%	4,797	$452K
Vanguard Personalized Indexing Management, LLC	0.00%	No change	4,781	$450K
Pinnacle Financial Partners, Inc.	0.00%	—	4,774	$450K
Stewardship Advisors, LLC	0.10%	Add +4.2%	4,762	$448K
WealthPlan Investment Management, LLC	0.03%	Reduce -1.5%	4,703	$443K
Sage Financial Group Inc.	0.03%	No change	4,690	$442K
Enclave Advisors LLC	0.06%	Reduce -6.3%	4,685	$441K
Bayban	0.39%	—	4,677	$440K
Federation des caisses Desjardins du Quebec	0.00%	Reduce -10.9%	4,675	$440K
Trust Co. of Vermont	0.02%	Reduce -16.3%	4,670	$440K
Venture Visionary Partners LLC	0.01%	No change	4,668	$440K
Virtue Asset Management LLC	0.35%	No change	4,624	$435K
Daymark Wealth Partners, LLC	0.01%	Reduce -0.5%	4,611	$434K
TCI Wealth Advisors, Inc.	0.02%	No change	4,580	$431K
Roxbury Financial LLC	0.39%	Add +0.3%	4,565	$430K
Tempo Wealth, LLC	0.08%	—	4,552	$429K
AdvisorNet Financial, Inc	0.02%	Reduce -9.2%	4,537	$427K
U.S. Capital Wealth Advisors, LLC	0.01%	Reduce -6.2%	4,531	$427K
GAMMA Investing LLC	0.02%	Add +79.1%	4,529	$426K
Fairview Capital Investment Management, LLC	0.02%	No change	4,525	$426K
Joseph Group Capital Management	0.11%	Reduce -5.0%	4,515	$425K
Capital Advisory Group Advisory Services, LLC	0.12%	Add +3.7%	4,496	$423K
Latitude Advisors, LLC	0.19%	Reduce -0.4%	4,492	$423K
Skyline Advisors, Inc.	0.14%	Add +1.4%	4,473	$421K
AlphaStar Capital Management, LLC	0.03%	Add +6.2%	4,468	$421K
MKT Advisors LLC	0.14%	Add +0.2%	4,460	$419K
Smart Portfolios, LLC	0.42%	Reduce -0.8%	4,427	$417K
Flagstar Securities, Inc.	0.14%	Add +0.5%	4,405	$415K
Atlas Brown,Inc.	0.12%	Add +3.0%	4,373	$412K
Ledyard National Bank	0.04%	Add +0.4%	4,353	$410K
OMNI 360 Wealth, Inc.	0.21%	Reduce -11.0%	4,296	$407K
CAP Partners, LLC	0.23%	Reduce -2.4%	4,303	$405K
Kelly Financial Services LLC	0.10%	Reduce -0.6%	4,273	$402K
Legacy Trust	0.08%	No change	4,265	$402K
Canandaigua National Bank & Trust Co.	0.04%	No change	4,249	$400K
Maripau Wealth Management LLC	0.18%	Reduce -0.5%	4,235	$399K
Balefire, LLC	0.08%	Reduce -0.8%	4,223	$398K
Hobart Private Capital, LLC	0.08%	Add +5.4%	4,173	$393K
Five Pine Wealth Management	0.25%	Reduce -0.7%	4,173	$393K
Everpar Advisors LLC	0.15%	Add +31.9%	4,169	$393K
WealthPLAN Partners, LLC	0.06%	Add +2.6%	4,160	$392K
Stokes Family Office, LLC	0.04%	Reduce -12.1%	4,149	$391K
Golden Reserve Retirement LLC	0.07%	New	4,143	$390K
Outlook Wealth Advisors, LLC	0.09%	Reduce -0.7%	4,114	$387K
Financial Engines Advisors L.L.C.	0.00%	Add +1.0%	4,110	$387K
Beacon Financial Group	0.04%	Add +2.6%	4,079	$384K
Summit Wealth Group LLC / Co.	0.05%	New	4,046	$381K
Evolve Private Wealth, LLC	0.02%	—	4,033	$380K
Apex Wealth Management, LLC	0.39%	Add +1.9%	4,022	$380K
McKinley Carter Wealth Services, Inc.	0.02%	Add +0.1%	4,022	$379K
Stone House Investment Management, LLC	0.06%	Add +1.2%	4,022	$379K
Ariadne Wealth Management, LP	0.16%	No change	3,976	$378K
Southern Capital Advisors, LLC	0.17%	Add +0.4%	4,016	$378K
Headlands Technologies LLC	0.03%	New	4,011	$378K
Grove Bank & Trust	0.04%	No change	4,000	$377K
Blue Zone Wealth Advisors, LLC	0.07%	Reduce -2.1%	3,993	$376K
GenTrust, LLC	0.02%	No change	3,974	$374K
Colton Groome Financial Advisors, LLC	0.11%	Add +0.2%	3,963	$373K
Harbor Group, Inc.	0.06%	New	3,937	$371K
Stillwater Wealth Management Group	0.25%	Reduce -37.4%	3,935	$371K
Thompson Investment Management, Inc.	0.05%	No change	3,911	$368K
Bourgeon Capital Management LLC	0.06%	No change	3,900	$367K
Sterling Investment Counsel, LLC	0.11%	Add +23.5%	3,938	$367K
Obermeyer Wealth Partners	0.02%	New	3,890	$366K
KPP Advisory Services LLC	0.05%	Reduce -9.8%	3,876	$365K
One Wealth Capital Management, LLC	0.15%	Add +1.7%	3,860	$363K
46 Peaks LLC	0.27%	—	3,845	$362K
Invested Advisors	0.37%	New	3,844	$362K
Register Financial Advisors LLC	0.14%	Reduce -10.0%	3,832	$361K
Secure Asset Management, LLC	0.06%	Reduce -2.8%	3,796	$357K
Shayne & Jacobs, LLC	0.11%	Reduce -1.6%	3,780	$356K
Value Investment Professionals, LLC	0.37%	—	3,776	$356K
Destination Wealth Management	0.01%	No change	3,774	$355K
Hancock Whitney Corp.	0.01%	No change	3,764	$354K
Triton Financial Group Inc	0.23%	No change	3,753	$353K
Tocqueville Asset Management L.P.	0.01%	Add +0.5%	3,744	$353K
Chancellor Financial Group WB LP	0.24%	Reduce -4.8%	3,743	$352K
1ST Source Bank	0.02%	New	3,724	$351K
Insigneo Advisory Services, LLC	0.03%	Reduce -3.8%	3,703	$349K
Coldstream Capital Management Inc.	0.00%	No change	3,703	$349K
SeaCrest Wealth Management, LLC	0.04%	Reduce -0.2%	3,700	$348K
Fisher Asset Management	0.00%	Add +10.4%	3,700	$348K
Alan B Lancz & Associates, Inc.	0.31%	No change	3,700	$348K
Cascades Capital Asset Management, LLC	0.15%	Reduce -90.6%	3,687	$347K
Beaumont Financial Advisors, LLC	0.02%	Reduce -5.1%	3,683	$347K
Smithfield Trust Co	0.02%	Reduce -0.2%	3,678	$345K
Fermata Advisors, LLC	0.08%	Reduce -2.1%	3,663	$345K
Chris Bulman Inc	0.15%	Add +2.0%	3,658	$344K
McElhenny Sheffield Capital Management, LLC	0.08%	No change	3,653	$344K
Rothschild Wealth LLC	0.03%	Add +5.2%	3,638	$343K
Phillips Wealth Planners LLC	0.27%	Reduce -1.2%	3,629	$342K
Trademark Financial Management, LLC	0.19%	Reduce -4.1%	3,633	$342K
Rowlandmiller & Partners.adv	0.07%	No change	3,632	$342K
Harborfront Financial Group LLC	2.54%	—	3,628	$342K
Pettinga Financial Advisors LLC	0.06%	New	3,621	$341K
Aspect Partners, LLC	0.15%	Reduce -8.6%	3,609	$340K
Titiun Yejiel	0.42%	—	3,605	$339K
Greenwood Gearhart LLC	0.02%	No change	3,589	$338K
Oxford Financial Group, LTD. LLC	0.02%	No change	3,589	$338K
WASHINGTON TRUST Co	0.01%	Reduce -6.9%	3,584	$337K
Symphony Financial, Ltd. Co.	0.05%	No change	3,550	$337K
B. Riley Wealth Advisors, Inc.	0.02%	Reduce -7.6%	3,564	$336K
TSA Wealth Managment LLC	0.11%	Add +3.6%	3,561	$335K
Realta Investment Advisors	0.11%	Add +26.7%	3,558	$335K
Opus Financial Solutions LLC	0.32%	—	3,556	$335K
FineMark National Bank & Trust	0.01%	Add +5.2%	3,556	$335K
EverSource Wealth Advisors, LLC	0.01%	Add +0.2%	3,542	$334K
Zevin Asset Management LLC	0.04%	New	3,535	$333K
GWN Securities Inc.	0.07%	Add +0.1%	3,522	$332K
Talisman Wealth Advisors LLC	0.26%	Reduce -17.3%	3,511	$331K
IMG Wealth Management, Inc.	0.21%	No change	3,474	$327K
Banco Santander, S.A.	0.00%	Reduce -97.5%	3,449	$325K
Independent Wealth Network Inc.	0.10%	Add +2.7%	3,444	$324K
Bartlett & Co. Wealth Management LLC	0.00%	Reduce -0.3%	3,436	$324K
Bedel Financial Consulting, Inc.	0.03%	New	3,415	$322K
Sageworth Trust Co of South Dakota	0.26%	No change	3,400	$320K
Boston Family Office LLC	0.02%	Add +1.2%	3,389	$319K
Uniting Wealth Partners, LLC	0.10%	Add +17.2%	3,382	$318K
Pinnacle Associates Ltd.	0.00%	Reduce -18.3%	3,379	$318K
Mosaic Financial Group, LLC	0.22%	No change	3,373	$318K
Empower Advisory Group, LLC	0.00%	Add +7.9%	3,318	$312K
Revisor Wealth Management LLC	0.08%	Reduce -27.0%	3,273	$310K
ASL Financial, LLC	0.24%	—	3,287	$310K
TRUE Private Wealth Advisors	0.03%	Add +0.0%	3,286	$309K
Meridian Investment Counsel Inc.	0.07%	No change	3,284	$309K
Foguth Wealth Management, LLC.	0.05%	—	3,294	$308K
Connecticut Wealth Management, LLC	0.01%	No change	3,276	$308K
Fca Corp.	0.09%	Add +0.1%	3,263	$307K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.02%	Add +35.3%	3,244	$305K
BCS Wealth Management	0.03%	New	3,242	$305K
WealthShield Partners, LLC	0.03%	Reduce -3.3%	3,238	$305K
Vision Retirement, LLC	0.08%	—	3,221	$303K
Rockwood Wealth Management, LLC	0.02%	Add +5.2%	3,207	$302K
Accurate Wealth Management, LLC	0.04%	Reduce -5.1%	3,174	$300K
Bison Wealth, LLC	0.03%	Add +7.5%	3,240	$299K
WESCAP Management Group, Inc.	0.06%	No change	3,163	$298K
Winthrop Advisory Group LLC	0.03%	Reduce -11.0%	3,143	$296K
Betterment LLC	0.00%	Add +8.2%	3,133	$295K
McCarter Private Wealth Services LLC	0.13%	No change	3,123	$294K
OneAscent Wealth Management LLC	0.10%	Reduce -0.6%	3,109	$293K
Front Row Advisors LLC	0.10%	No change	3,093	$291K
Balentine LLC	0.01%	Add +0.1%	3,089	$291K
Tsfg, LLC	0.04%	Reduce -21.0%	3,078	$290K
Clearwater Capital Advisors, LLC	0.02%	No change	3,075	$290K
Prostatis Group LLC	0.07%	Reduce -9.2%	3,069	$289K
Noble Wealth Management PBC	0.14%	Reduce -2.4%	3,054	$288K
Fluent Financial, LLC	0.11%	No change	3,051	$287K
Donaldson Capital Management, LLC	0.01%	Add +0.0%	3,050	$287K
Archer Investment Corp	0.06%	Add +0.0%	3,040	$286K
Capital Investment Advisors, LLC	0.00%	Add +7.5%	3,031	$285K
Intelligence Driven Advisers, LLC	0.04%	Reduce -0.9%	3,021	$284K
KCM Investment Advisors LLC	0.01%	No change	3,020	$284K
Marble Wealth, LLC	0.04%	—	3,019	$284K
Lantz Financial LLC	0.06%	Reduce -1.7%	3,009	$283K
Burns J W & Co. Inc.	0.03%	Add +0.3%	3,009	$283K
Rosenberg Matthew Hamilton	0.06%	No change	3,006	$283K
NBT Bank, N.A.	0.02%	Reduce -0.1%	1,894	$281K
SYM FINANCIAL Corp	0.03%	Add +6.0%	2,977	$280K
Badgley Phelps Wealth Managers, LLC	0.01%	Add +10.1%	2,973	$280K
TFB Advisors LLC	0.08%	Add +1.2%	2,968	$279K
LVZ, Inc.	0.03%	No change	2,948	$278K
Millennium Management	0.00%	New	2,943	$277K
Guilbault Capital LLC	0.31%	—	2,942	$277K
Silver Grove Financial Group, Inc.	0.24%	Reduce -2.8%	2,938	$277K
Sound Income Strategies, LLC	0.01%	Reduce -6.2%	2,929	$277K
Nautilus Advisors LLC	0.18%	No change	2,935	$276K
Arcadia Wealth Management, LLC	0.10%	Reduce -5.3%	2,912	$274K
Pine Harbor Wealth Management, LLC	0.08%	New	2,911	$274K
Vision Capital Management, Inc.	0.03%	No change	2,908	$274K
Successful Portfolios LLC	0.14%	Reduce -15.0%	2,892	$274K
Wilmington Savings Fund Society, FSB	0.01%	Add +14.9%	2,895	$273K
Carl P. Sherr & Co., LLC	0.12%	No change	2,865	$272K
Evercore Wealth Management, LLC	0.00%	No change	2,864	$270K
Beacon Capital Management, LLC	0.04%	Add +4.4%	2,862	$269K
Sandbox Financial Partners, LLC	0.07%	Reduce -0.1%	2,856	$269K
August Group Capital Ltd	0.30%	—	2,847	$268K
Serenity Investment Advisors	0.16%	—	2,835	$268K
Clarity Financial LLC	0.02%	No change	2,843	$268K
Parsons Capital Management Inc.	0.01%	Reduce -12.7%	2,807	$264K
Grey Ledge Advisors, LLC	0.06%	Add +0.2%	2,805	$264K
Proficio Capital Partners LLC	0.02%	No change	2,800	$264K
Rossby Financial, LCC	0.08%	Add +2583.7%	2,791	$263K
Concord Asset Management, LLC	0.05%	Reduce -0.0%	2,779	$262K
Boston Trust Walden Corp	0.00%	No change	2,767	$261K
Perissos Private Wealth Management, LLC	0.22%	No change	2,765	$260K
Ridgeline Wealth, LLC	0.18%	Reduce -4.3%	2,763	$260K
Lifeworks Advisors, LLC	0.03%	Reduce -55.9%	2,760	$260K
Stratos Wealth Advisors, LLC	0.01%	Add +6.4%	2,752	$259K
BDFS Capital LLC	0.13%	—	2,750	$259K
PGIM Custom Harvest LLC	0.00%	Add +0.0%	2,748	$259K
Crux Wealth Advisors	0.10%	Add +0.4%	2,743	$258K
Patton Albertson Miller Group, LLC	0.03%	Reduce -40.5%	2,742	$258K
TFR Capital, LLC.	0.09%	Reduce -8.6%	2,731	$257K
Palisade Capital Management, LP	0.01%	New	2,721	$256K
Optimist Retirement Group LLC	0.12%	No change	2,712	$255K
Wagner Wealth Management, LLC	0.05%	No change	2,705	$255K
Pure Financial Advisors, LLC	0.00%	Reduce -0.7%	2,703	$254K
Kickstand Ventures, Llc.	0.05%	Reduce -0.8%	2,697	$254K
Harbour Capital Advisors, LLC	0.05%	No change	2,700	$253K
InTrack Investment Management Inc	0.14%	No change	2,681	$252K
HMV Wealth Advisors, LLC	0.13%	No change	2,681	$252K
Connecticut Capital Management Group, LLC	0.24%	—	2,680	$252K
Continuum Advisory, LLC	0.03%	Add +0.0%	2,674	$252K
Fiduciary Alliance LLC	0.02%	Reduce -5.0%	2,659	$250K
Alpha Financial Partners LLC	0.15%	New	2,655	$250K
M3 Advisory Group, LLC	0.15%	Add +0.0%	2,640	$249K
Foster Victor Wealth Advisors, LLC	0.01%	No change	2,632	$249K
Storen Legacy Partners, LLC	0.08%	—	2,633	$248K
Capital Advantage, Inc.	0.03%	No change	2,595	$244K
Patton Fund Management, Inc.	0.03%	No change	2,593	$244K
NorthCoast Asset Management LLC	0.01%	Reduce -97.8%	2,592	$244K
Cahill Financial Advisors Inc.	0.03%	Reduce -0.2%	2,587	$244K
Clarity Capital Advisors, LLC	0.12%	No change	2,583	$243K
Argent Trust Co	0.01%	Reduce -2.1%	2,578	$243K
United Community Bank	0.09%	Reduce -6.4%	2,575	$242K
Advyzon Investment Management, LLC	0.03%	New	2,570	$242K
Mill Creek Capital Advisors, LLC	0.00%	Add +0.0%	2,550	$240K
Avalon Trust Co	0.02%	Reduce -59.8%	2,550	$240K
FLP Wealth Management, LLC	0.57%	New	2,548	$240K
Reyes Financial Architecture, Inc.	0.15%	Reduce -0.6%	2,539	$239K
Vista Investment Partners Ii, LLC	0.10%	Reduce -8.6%	2,539	$239K
NCM Capital Management, LLC	0.09%	No change	2,539	$239K
Bridgewater Advisors Inc.	0.02%	No change	2,530	$239K
Thrive Wealth Management, LLC	0.04%	Add +0.8%	2,526	$238K
Commonwealth Financial Services, LLC	0.04%	No change	2,526	$238K
CWS Financial Advisors, LLC	0.06%	New	2,518	$237K
Community Bank, N.A.	0.03%	No change	2,500	$235K
Steel Grove Capital Advisors, LLC	0.02%	Add +0.8%	2,482	$234K
Balboa Wealth Partners	0.04%	No change	2,482	$234K
HBW Advisory Services LLC	0.03%	Reduce -0.2%	2,473	$233K
Norris Perne & French LLP	0.02%	Add +2.9%	2,461	$232K
Trueblood Wealth Management, LLC	0.09%	Add +0.4%	2,461	$232K
McAdam, LLC	0.01%	Reduce -21.6%	2,451	$231K
Chesley Taft & Associates LLC	0.01%	New	2,450	$231K
Global Strategic Investment Solutions, LLC	0.02%	No change	2,447	$230K
Insight Advisors, LLC/ PA	0.03%	Reduce -9.4%	2,444	$230K
Marshall & Sterling Wealth Advisors Inc.	0.15%	Add +0.1%	2,443	$230K
Jim Saulnier & Associates, LLC	0.12%	Add +0.2%	2,443	$230K
Integrity Financial Corp	0.12%	Reduce -12.7%	2,443	$230K
S&T Bank	0.07%	No change	2,442	$230K
Beese Fulmer Investment Management, Inc.	0.01%	No change	2,442	$230K
Westside Investment Management, Inc.	0.04%	Reduce -0.6%	2,438	$229K
Horst & Graben Wealth Management LLC	0.03%	Add +0.0%	2,432	$229K
Carson Advisory Inc.	0.12%	Add +2.3%	2,427	$229K
Clearview Wealth Advisors LLC	0.14%	Reduce -12.2%	2,421	$228K
Integrity Advisory Solutions, LLC	0.03%	Reduce -6.7%	2,414	$227K
MSH Capital Advisors LLC	0.05%	Add +0.6%	2,411	$227K
Kingdom Financial Group LLC.	0.07%	New	2,408	$227K
Moody LYNN Lieberson & Walker, LLC	0.01%	No change	2,407	$227K
Vermillion & White Wealth Management Group, LLC	0.12%	No change	2,404	$226K
Pursuit Wealth Strategies, LLC	0.32%	—	2,399	$226K
Sonoma Allocations LLC	0.07%	Add +0.4%	2,366	$226K
Stage Harbor Financial, LLC	0.15%	Reduce -24.0%	2,390	$225K
First National Trust Co	0.01%	New	2,385	$225K
Fort Washington Investment Advisors Inc.	0.00%	No change	2,372	$223K
Westwood Holdings Group Inc.	0.00%	Reduce -17.9%	2,359	$222K
Cypress Capital Group	0.02%	No change	2,355	$222K
TD Asset Management Inc	0.00%	Add +7.9%	2,354	$222K
Breakwater Capital Group	0.03%	Add +7.9%	2,352	$221K
Mma Asset Management LLC	0.08%	No change	2,351	$221K
Frederick Financial Consultants, LLC	0.12%	No change	2,350	$221K
Legacy Solutions, LLC	0.19%	No change	2,349	$221K
Morey & Quinn Wealth Partners, LLC	0.16%	No change	2,347	$221K
MLG Wealth Management DBA Pine Grove Financial Group	0.03%	—	2,344	$221K
Leuthold Group, LLC	0.02%	Reduce -1.9%	2,338	$220K
WPG Advisers, LLC	0.16%	Add +1.7%	2,313	$218K
MTM Investment Management, LLC	0.07%	No change	2,311	$218K
Pacific Sun Financial Corp	0.10%	Reduce -16.4%	2,301	$217K
Kelman-Lazarov, Inc.	0.03%	No change	2,301	$217K
Modera Wealth Management, LLC	0.00%	Reduce -19.1%	2,293	$216K
HBK Sorce Advisory LLC	0.00%	New	2,225	$214K
Absolute Capital Management, LLC	0.08%	Reduce -91.4%	2,266	$213K
Shared Vision Wealth Group LLC	0.09%	Reduce -5.6%	2,227	$213K
Greenwich Wealth Management LLC	0.01%	New	2,240	$211K
Magnus Financial Group LLC	0.02%	New	2,239	$211K
Archford Capital Strategies, LLC	0.02%	No change	2,237	$211K
Unified Investment Management	0.21%	Add +0.0%	2,228	$210K
Landing Point Financial Group, LLC	0.10%	Add +0.1%	2,222	$209K
Anchor Capital Advisors LLC	0.01%	Reduce -22.8%	2,220	$209K
Davis Wealth Advisors, LLC	0.17%	New	2,217	$209K
LaSalle St. Investment Advisors, LLC	0.03%	Reduce -40.7%	2,218	$208K
SCS Capital Management LLC	0.00%	Reduce -43.6%	2,203	$207K
Charter Oak Capital Management, LLC	0.02%	Reduce -1.3%	2,199	$207K
SIMA Wealth Partners, LLC	0.16%	No change	2,197	$207K
Cooper/Haims Advisors, LLC	0.09%	No change	2,194	$207K
Glen Eagle Advisors, LLC	0.03%	Add +0.1%	2,192	$206K
Salomon & Ludwin, LLC	0.02%	No change	2,195	$206K
Plus Group Wealth Advisors LLC	0.23%	—	2,189	$206K
Cadence Bank	0.01%	Reduce -5.9%	2,184	$206K
Kraft, Davis & Associates, LLC	0.05%	Reduce -0.7%	2,175	$205K
Pacific Point Advisors, LLC	0.11%	New	2,169	$204K
Curry Webb Wealth Management LLC	0.10%	—	2,167	$204K
Pursue Wealth Partners LLC	0.10%	New	2,165	$204K
Crew Capital Management, Ltd	0.13%	No change	2,166	$204K
Scott & Selber, Inc.	0.05%	Add +0.1%	2,160	$203K
Wedmont Private Capital	0.01%	Add +1.4%	2,152	$203K
Tortoise Investment Management, LLC	0.02%	No change	2,147	$202K
Gryphon Financial Partners LLC	0.02%	Reduce -4.9%	2,137	$201K
QTR Family Wealth, LLC	0.09%	New	2,096	$201K
Baker Ellis Asset Management LLC	0.02%	No change	2,125	$200K
Retirement Wealth Solutions LLC	0.13%	Add +15.6%	2,125	$200K
American Wealth Advisors, LLC	0.19%	Reduce -1.5%	2,097	$197K
Providence Capital Advisors, LLC	0.03%	No change	2,072	$195K
Lodestone Wealth Management LLC	0.08%	New	2,051	$193K
Anchor Investment Management, LLC	0.02%	Add +0.2%	1,991	$187K
Blueline Advisors LLC	0.15%	—	1,981	$187K
Lloyd Advisory Services, LLC.	0.07%	New	1,937	$182K
Cornerstone Planning Group LLC	0.03%	Add +2.5%	1,900	$181K
Atlantic Private Wealth, LLC	0.12%	No change	1,912	$180K
FSA Advisors, Inc.	0.12%	New	51,958	$177K
Maryland Capital Advisors Inc.	0.06%	No change	1,848	$174K
Rothschild Investment LLC	0.01%	No change	1,844	$174K
Key Financial Inc	0.03%	Add +2.5%	1,809	$170K
Strategic Wealth Partners, Ltd.	0.01%	Add +78.7%	1,794	$169K
Millstone Evans Group, LLC	0.10%	Add +6.3%	1,782	$168K
Founders Financial Alliance, LLC	0.03%	Reduce -47.6%	1,763	$166K
Signature Resources Capital Management, LLC	0.08%	Add +22.3%	1,676	$158K
Cary Street Partners Investment Advisory LLC	0.04%	Add +9.5%	1,630	$153K
Medallion Wealth Advisors, LLC	0.05%	Reduce -1.1%	1,628	$153K
Caldwell Trust Co	0.01%	No change	1,595	$150K
Citizens National Bank Trust Department	0.03%	No change	1,591	$150K
Walsh & Associates, LLC	0.15%	—	1,585	$149K
Kayne Anderson Rudnick Investment Management LLC	0.00%	No change	1,529	$144K
Team Financial Group, LLC	0.07%	Add +0.4%	1,522	$143K
Delta Asset Management LLC	0.01%	No change	1,488	$140K
Thurston, Springer, Miller, Herd & Titak, Inc.	0.05%	Add +1690.2%	1,468	$138K
Red Reef Advisors LLC	0.14%	—	1,437	$135K
Wolff Wiese Magana LLC	0.07%	No change	1,430	$135K
CFG Wealth Management Services, Inc.	0.13%	—	1,429	$135K
Financial Perspectives, Inc	0.04%	Add +14.9%	1,415	$133K
Valley Wealth Managers, Inc.	0.01%	No change	1,404	$132K
Ogorek Anthony Joseph /NY/	0.04%	Reduce -10.5%	1,403	$132K
Parkside Financial Bank & Trust	0.01%	No change	1,399	$132K
Bangor Savings Bank	0.01%	No change	1,397	$132K
Creative Financial Designs Inc.	0.01%	Reduce -1.4%	1,365	$129K
Stephens Consulting, LLC	0.04%	No change	1,348	$127K
Washington Trust Advisors, Inc.	0.01%	No change	1,300	$122K
Coston, McIsaac & Partners	0.03%	No change	1,293	$121K
Harbor Investment Advisory, LLC	0.01%	No change	1,265	$119K
Ascentis Wealth Management, LLC	0.03%	Add +4.0%	1,233	$116K
Root Financial Partners, LLC	0.01%	Reduce -1.8%	1,197	$113K
American Capital Advisory, LLC	0.05%	Add +18.8%	1,127	$106K
JNBA Financial Advisors	0.01%	No change	1,082	$102K
First Pacific Financial	0.01%	Add +0.5%	1,078	$101K
Trust Co. of Toledo NA	0.01%	New	1,051	$99K
Blue Bell Private Wealth Management, LLC	0.01%	Add +376.0%	1,033	$97K
Dunhill Financial, LLC	0.03%	Reduce -4.6%	1,032	$97K
St Germain D J Co. Inc.	0.00%	Reduce -3.4%	1,012	$95K
Manchester Capital Management LLC	0.01%	New	1,011	$95K
Hazlett, Burt & Watson, Inc.	0.03%	Add +0.1%	1,009	$95K
Hantz Financial Services, Inc.	0.00%	Add +44.6%	998	$94K
MCF Advisors LLC	0.01%	Add +218.3%	993	$93K
Merited Wealth, LLC	0.08%	—	949	$89K
Estate Planners Group, LLC	0.04%	—	931	$88K
Atlantic Union Bankshares Corp	0.00%	Reduce -2.7%	895	$84K
Private Wealth Asset Management, LLC	0.01%	No change	885	$83K
Birchwood Financial Partners, Inc.	0.08%	—	883	$83K
Brown, Lisle/Cummings, Inc.	0.02%	Reduce -17.3%	839	$79K
Corsicana & Co.	0.04%	No change	835	$79K
Jackson Hole Capital Partners, LLC	0.01%	No change	834	$79K
American National Bank & Trust	0.01%	No change	821	$77K
Family Capital Trust Co	0.03%	Reduce -98.8%	820	$77K
Pinnacle Bancorp, Inc.	0.02%	New	805	$76K
Bullock Wealth Management Group	0.04%	—	785	$74K
Duncker Streett & Co. Inc.	0.01%	No change	767	$72K
MassMutual Private Wealth & Trust, FSB	0.00%	Reduce -23.1%	748	$70K
CrossGen Wealth, LLC	0.06%	—	746	$70K
Westfuller Advisors, LLC	0.03%	Add +0.4%	740	$70K
Union Savings Bank	0.03%	—	740	$70K
Arlington Trust Co LLC	0.01%	Reduce -52.4%	728	$69K
Avion Wealth	0.01%	Add +138.8%	726	$68K
Orion Capital Management LLC	0.02%	No change	700	$66K
Tidemark, LLC	0.02%	No change	680	$64K
Strategic Wealth Advisors LLC	0.05%	—	670	$63K
Aventura Private Wealth, LLC	0.02%	No change	664	$63K
Optima Capital LLC	0.03%	New	641	$60K
Comprehensive Financial Planning, Inc.	0.04%	Add +0.2%	631	$59K
BankPlus Trust Department	0.02%	No change	630	$59K
Laurel Wealth Advisors LLC	0.01%	New	615	$58K
Hyposwiss Advisors SA	0.06%	—	600	$57K
ESL Trust Services, LLC	0.01%	No change	595	$56K
Minot DeBlois Advisors LLC	0.05%	Reduce -51.2%	565	$53K
Curio Wealth, LLC	0.02%	No change	545	$52K
YANKCOM Partnership	0.02%	New	541	$51K
Caldwell Sutter Capital, Inc.	0.02%	No change	529	$50K
Steigerwald, Gordon & Koch Inc.	0.00%	Add +0.4%	512	$48K
Plante Moran Financial Advisors, LLC	0.00%	Add +63.8%	506	$48K
Simplex Trading, LLC	0.00%	Reduce -83.1%	502	$47K
Measured Wealth Private Client Group, LLC	0.01%	New	501	$47K
Triumph Capital Management	0.01%	New	500	$47K
Compass Financial Services Inc	0.02%	Add +0.4%	491	$46K
Phillips Financial Management, LLC	0.00%	No change	491	$46K
Signature Equity Partners, LLC	0.02%	—	472	$44K
CNB Bank	0.02%	No change	471	$44K
BOK Financial Private Wealth, Inc.	0.00%	No change	450	$42K
Valley National Advisers Inc.	0.01%	No change	438	$41K
Luken Investment Analytics, LLC	0.02%	No change	425	$40K
Atomic Invest LLC	0.02%	—	421	$40K
Bfsg, LLC	0.00%	No change	423	$40K
Crews Bank & Trust	0.01%	No change	420	$40K
Blue Trust, Inc.	0.00%	Add +0.3%	401	$38K
Howe & Rusling Inc.	0.00%	Add +11.8%	389	$37K
Global Wealth Strategies & Associates	0.01%	No change	388	$37K
Chapman Financial Group, LLC	0.02%	Add +24.2%	385	$36K
JDM Financial Group LLC	0.01%	No change	383	$36K
Entrust Financial LLC	0.03%	—	374	$35K
Missouri Trust & Investment Co	0.01%	No change	373	$35K
Beaird Harris Wealth Management, LLC	0.00%	No change	373	$35K
Newton One Investments LLC	0.01%	Reduce -39.3%	368	$35K
Commonwealth Retirement Investments LLC	0.01%	New	360	$34K
Sumitomo Mitsui Financial Group, Inc.	0.00%	No change	359	$34K
Eagle Bay Advisors LLC	0.02%	New	347	$33K
Garton & Associates Financial Advisors LLC	0.02%	—	345	$33K
Valued Wealth Advisors LLC	0.01%	No change	340	$32K
Horrell Capital Management, Inc.	0.01%	No change	340	$32K
Mark Sheptoff Financial Planning, LLC	0.01%	No change	334	$31K
Abound Wealth Management	0.01%	Add +437.1%	333	$31K
Operose Advisors LLC	0.01%	No change	331	$31K
Ankerstar Wealth, LLC	0.03%	—	325	$31K
Manning & Napier Advisors LLC	0.00%	No change	318	$30K
Elevated Capital Advisors, LLC	0.01%	New	306	$29K
First Horizon Corp.	0.00%	Reduce -61.7%	305	$29K
VSM Wealth Advisory, LLC	0.01%	No change	303	$29K
Center for Financial Planning, Inc.	0.00%	No change	293	$28K
McIlrath & Eck, LLC	0.00%	No change	274	$26K
Investors Research Corp	0.00%	New	271	$26K
Frankly Finances, LLC	0.02%	—	262	$25K
Centennial Bank	0.01%	No change	258	$24K
LRI Investments, LLC	0.00%	Reduce -20.7%	257	$24K
Key Capital Management, INC	0.02%	—	245	$23K
Bogart Wealth, LLC	0.00%	Add +15.8%	235	$22K
Ameritas Investment Partners, Inc.	0.00%	Add +0.4%	230	$22K
Fairway Wealth LLC	0.01%	New	229	$22K
Legacy Wealth Managment, LLC	0.01%	Add +845.8%	227	$21K
Moisand Fitzgerald Tamayo, LLC	0.00%	No change	225	$21K
Nemes Rush Group LLC	0.00%	New	225	$21K
Kozak & Associates, Inc.	0.00%	No change	223	$21K
Sittner & Nelson, LLC	0.01%	No change	216	$21K
Raleigh Capital Management Inc.	0.01%	Reduce -7.8%	214	$20K
GPS Wealth Strategies Group, LLC	0.02%	Reduce -99.4%	196	$18K
Caitlin John, LLC	0.01%	No change	189	$18K
Acima Private Wealth, LLC	0.01%	No change	188	$18K
Murphy & Mullick Capital Management Corp	0.01%	No change	184	$17K
Quest 10 Wealth Builders, Inc.	0.02%	Reduce -4.2%	181	$17K
Heritage Wealth Advisors	0.00%	No change	180	$17K
Wilkerson Advisory Group LLC	0.01%	—	176	$17K
Prestige Wealth Management Group LLC	0.00%	No change	172	$16K
Crewe Advisors LLC	0.00%	No change	171	$16K
Godfrey Financial Associates, Inc.	0.01%	—	170	$16K
Copia Wealth Management	0.01%	No change	163	$15K
NFSG Corp	0.00%	No change	156	$15K
IMA Advisory Services, Inc.	0.00%	No change	149	$14K
Cape Investment Advisory, Inc.	0.00%	Add +311.1%	148	$14K
Wealth Watch Advisors, INC	0.01%	Add +28.6%	144	$14K
Ameriflex Group, Inc.	0.01%	Reduce -50.0%	142	$13K
Alexis Investment Partners, LLC	0.01%	No change	142	$13K
New Millennium Group LLC	0.01%	No change	137	$13K
Financial Gravity Asset Management, Inc.	0.00%	Reduce -17.1%	126	$12K
Obsidian Cio, LLC	0.02%	Reduce -97.8%	122	$12K
Garner Asset Management Corp	0.00%	New	120	$11K
Quent Capital, LLC	0.00%	Add +30.0%	117	$11K
Ritter Daniher Financial Advisory LLC / DE	0.00%	Reduce -42.4%	106	$10K
Security National Bank	0.00%	New	100	$9K
Collier Financial	0.01%	No change	89	$8K
MidFirst Bank	0.00%	—	87	$8K
Farmers & Merchants Investments Inc.	0.00%	No change	85	$8K
IFC & Insurance Marketing, Inc.	0.01%	—	90	$8K
City Holding Co.	0.00%	No change	81	$8K
CGC Financial Services, LLC	0.00%	No change	68	$6K
Financial Consulate, Inc.	0.00%	New	67	$6K
Vermillion Wealth Management, Inc.	0.00%	Add +1.5%	67	$6K
Eastern Bank	0.00%	Reduce -82.0%	66	$6K
Strive Financial Group ,LLC	0.00%	—	57	$5K
Provenance Wealth Advisors, LLC	0.00%	No change	51	$5K
Bay Harbor Wealth Management, LLC	0.00%	New	47	$4K
Darwin Wealth Management, LLC	0.00%	No change	45	$4K
Virtus Advisers, LLC	0.00%	Add +25.0%	45	$4K
NorthAvenue LLC	0.00%	—	41	$4K
Central Pacific Bank - Trust Division	0.00%	No change	40	$4K
Motco	0.00%	No change	38	$4K
Country Trust Bank	0.00%	No change	36	$3K
Foster Dykema Cabot & Partners, LLC	0.00%	Reduce -78.0%	35	$3K
Atwood & Palmer Inc.	0.00%	New	31	$3K
1620 Investment Advisors, Inc.	0.00%	No change	30	$3K
Planning Project LLC	0.00%	—	29	$3K
FWL Investment Management, LLC	0.00%	No change	22	$2K
McGuire Capital Advisors Inc.	0.00%	—	21	$2K
Pittenger & Anderson Inc.	0.00%	No change	17	$2K
Park Square Financial Group, LLC	0.01%	Add +12.5%	18	$2K
Robinswood Financial LLC	0.00%	No change	16	$2K
Networth Advisors, LLC	0.00%	—	13	$1K
Transamerica Financial Advisors, LLC	0.00%	Reduce -8.3%	11	$1K
N.E.W. Advisory Services LLC	0.00%	No change	11	$1K
Nvwm, LLC	0.00%	New	8	$753
Creative Capital Management Investments LLC	0.00%	No change	6	$565
Turning Point Benefit Group, Inc.	0.00%	No change	5	$471
Scarborough Advisors, LLC	0.00%	No change	742	$0

"% of holder's portfolio" is USMV's weight in each manager's 13F, not the share of iShares MSCI USA Min Vol Fac the manager owns.