iShares MSCI USA Value FactoVLUEETF
13F holders, Q1 2026 (March 31)554holders +80
117new positions
37sold out
5famous investors
$142.11avg. 13F price*
At the end of Q1 2026, 554 institutions reported holding iShares MSCI USA Value Facto (VLUE) in their 13F filings, up 80 from Q4 2025. 117 opened new positions and 37 sold out. The largest holders were Northwestern Mutual Wealth Management Co. ($3.3B), Mason Investment Advisory Services, Inc. ($660.5M) and Matson Money. Inc. ($349.2M). 5 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares MSCI USA Value Facto
- CUSIP
- 46432F388
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 117 | $269.7M |
| Exits | 37 | $76.3M |
All 13F filers, Q4 2025 → Q1 2026: 6,778,695 shares bought and 1,597,860 shares sold, net +5,180,835 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 554 holders
| Northwestern Mutual Wealth Management Co. | 2.02% | Add +1.2% | 23,028,163 | $3.3B |
| Mason Investment Advisory Services, Inc. | 30.50% | Reduce -1.0% | 4,644,885 | $660.5M |
| Matson Money. Inc. | 10.71% | Reduce -5.6% | 2,455,658 | $349.2M |
| Bank of America Corp. | 0.02% | Add +0.3% | 1,612,286 | $229.3M |
| BlackRock, Inc. | 0.00% | Add +10.6% | 1,554,109 | $221.0M |
| Envestnet Asset Management Inc. | 0.05% | Add +883.9% | 1,286,319 | $182.9M |
| Mercer Global Advisors Inc. | 0.25% | Reduce -3.8% | 1,182,249 | $168.1M |
| Wharton Business Group, LLC | 6.20% | Reduce -3.6% | 1,153,472 | $164.0M |
| LPL Financial LLC | 0.04% | Add +74.5% | 939,359 | $133.6M |
| Morgan Stanley | 0.01% | Add +10.3% | 927,084 | $131.8M |
| FMR LLC | 0.01% | Add +18.7% | 721,493 | $102.6M |
| JPMorgan Chase & Co. | 0.01% | Add +61.3% | 667,457 | $92.4M |
| Wells Fargo & Company | 0.02% | Add +75.0% | 618,258 | $87.9M |
| PNC Financial Services Group, Inc. | 0.05% | Add +1.5% | 558,535 | $79.4M |
| Provida Pension Fund Administrator | 1.27% | New | 531,070 | $75.5M |
| Kathmere Capital Management, LLC | 4.05% | Reduce -0.9% | 459,887 | $65.4M |
| Janney Montgomery Scott LLC | 0.16% | Add +31.5% | 447,061 | $63.6M |
| UBS Group AG | 0.01% | Reduce -3.5% | 349,243 | $49.7M |
| Focus Partners Wealth | 0.05% | Add +0.8% | 331,680 | $47.2M |
| M&T Bank Corp | 0.15% | Reduce -1.7% | 321,833 | $45.8M |
| MML Investors Services, LLC | 0.12% | Add +430.7% | 309,025 | $43.9M |
| Royal Bank of Canada | 0.01% | Add +75.4% | 305,941 | $43.5M |
| Marks Wealth, LLC | 11.41% | Add +20.7% | 305,035 | $43.4M |
| Cwm, LLC | 0.11% | Add +24.8% | 289,852 | $41.2M |
| Mason Street Advisors, LLC | 4.00% | New | 288,200 | $41.0M |
| State of Michigan Retirement System | 0.21% | Reduce -37.5% | 279,800 | $39.8M |
| Mainstay Capital Management LLC | 2.93% | New | 267,154 | $38.0M |
| Ameriprise Financial Inc. | 0.01% | Add +32.4% | 260,534 | $37.0M |
| Raymond James Financial Inc. | 0.01% | Add +7.7% | 243,975 | $34.7M |
| Mullooly Asset Management, Inc. | 12.79% | Reduce -2.5% | 243,736 | $34.7M |
| Stonehearth Capital Management, LLC | 13.32% | Reduce -7.0% | 236,423 | $33.6M |
| Prudential PLC | 0.24% | Add +86.5% | 223,800 | $31.8M |
| One Capital Management, LLC | 0.86% | Add +177.1% | 220,580 | $31.4M |
| Cetera Investment Advisers | 0.03% | Add +87.8% | 194,434 | $27.6M |
| Meridian Wealth Partners, LLC | 3.63% | Add +1.4% | 186,234 | $26.5M |
| Intrust Bank NA | 2.02% | Reduce -28.3% | 174,527 | $24.8M |
| Elk River Wealth Management LLC | 4.04% | Reduce -0.4% | 171,232 | $24.3M |
| Insight Wealth Strategies, LLC | 2.46% | Add +10350.1% | 154,871 | $22.0M |
| Qube Research & Technologies Ltd | 0.03% | Add +115462.7% | 154,854 | $22.0M |
| Tudor Investment Corporation | 0.12% | Add +5453.9% | 153,176 | $21.8M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -5.5% | 147,971 | $21.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -2.4% | 142,306 | $20.2M |
| Foster Group, Inc. | 0.58% | Reduce -0.1% | 136,913 | $19.5M |
| Lido Advisors, LLC | 0.07% | Reduce -15.8% | 132,336 | $18.8M |
| Addison Advisors LLC | 3.61% | Reduce 0.0% | 114,845 | $16.3M |
| Integrated Wealth Concepts LLC | 0.13% | Add +72.9% | 113,615 | $16.2M |
| Jones Financial Companies LLLP | 0.01% | Add +89.1% | 108,157 | $15.3M |
| Erste Asset Management GmbH | 0.13% | No change | 103,400 | $14.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -30.6% | 97,497 | $13.9M |
| Cresset Asset Management, LLC | 0.06% | Reduce -6.3% | 90,529 | $12.9M |
| Signaturefd, LLC | 0.18% | Reduce -0.3% | 80,771 | $11.5M |
| EFG International AG | 0.24% | Reduce -0.6% | 77,787 | $11.1M |
| Life Line Wealth Management LLC | 4.87% | New | 76,733 | $10.9M |
| Bleakley Financial Group, LLC | 0.17% | Add +368.5% | 75,231 | $10.7M |
| Park Avenue Securities LLC | 0.08% | Add +1622.9% | 72,724 | $10.3M |
| TRB Wealth Management, LLC | 1.46% | — | 72,474 | $10.3M |
| HighTower Advisors, LLC | 0.01% | Add +16.4% | 70,762 | $10.1M |
| Focus Partners Advisor Solutions, LLC | 0.10% | Add +2.7% | 67,051 | $9.5M |
| First Financial Bank - Trust Division | 0.76% | Add +4.6% | 66,489 | $9.5M |
| Avidian Wealth Enterprises, LLC | 0.29% | Reduce -55.4% | 65,091 | $9.3M |
| Redhawk Wealth Advisors, Inc. | 1.01% | New | 64,394 | $9.2M |
| Cerro Pacific Wealth Advisors LLC | 2.37% | Reduce -11.6% | 63,669 | $9.1M |
| CFO4Life Group, LLC | 1.37% | Reduce -2.2% | 63,281 | $9.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.6% | 61,771 | $8.8M |
| OneDigital Investment Advisors LLC | 0.09% | Add +69.3% | 61,199 | $8.7M |
| D. E. Shaw & Co. | 0.01% | New | 61,043 | $8.7M |
| Cerity Partners LLC | 0.01% | Reduce -5.0% | 57,423 | $8.2M |
| Syntax Research, Inc. | 5.13% | Reduce -7.8% | 56,735 | $8.1M |
| Dorsey Wright & Associates | 1.00% | New | 56,551 | $8.0M |
| IFP Advisors, Inc | 0.15% | Add +21.4% | 51,320 | $7.3M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -12.8% | 51,026 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +16.4% | 50,582 | $7.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +364.0% | 50,129 | $7.1M |
| Tactive Advisors, LLC | 2.00% | Reduce -9.9% | 49,860 | $7.1M |
| Nomura Asset Management Co. Ltd. | 0.02% | Add +83.7% | 46,755 | $6.6M |
| Point72 Asset Management | 0.01% | Add +420.4% | 45,774 | $6.5M |
| Aptus Capital Advisors, LLC | 0.05% | Add +0.4% | 45,414 | $6.5M |
| Anderson Hoagland & Co. | 0.55% | Reduce -2.0% | 44,738 | $6.4M |
| Waddell & Associates, LLC | 0.34% | Add +2.0% | 42,511 | $6.0M |
| Mariner, LLC | 0.01% | Add +11.8% | 41,399 | $5.9M |
| Parallel Advisors, LLC | 0.10% | Reduce -1.9% | 40,578 | $5.8M |
| LCW Services, LLC | 2.85% | Reduce -1.5% | 40,313 | $5.7M |
| Well Done, LLC | 0.83% | Add +1.3% | 39,520 | $5.6M |
| Evergreen Capital Management LLC | 0.12% | Reduce -1.1% | 39,294 | $5.6M |
| Geneos Wealth Management Inc. | 0.13% | Add +43332.9% | 38,221 | $5.4M |
| Gilpin Wealth Management, LLC | 4.20% | Reduce -2.8% | 37,267 | $5.3M |
| Tennessee Valley Asset Management Partners | 0.66% | New | 34,949 | $5.0M |
| Family Manage LLC | 0.58% | Reduce -4.2% | 34,181 | $4.9M |
| Foundations Investment Advisors, LLC | 0.06% | Add +35.6% | 33,968 | $4.8M |
| Arrow Investment Advisors, LLC | 4.92% | New | 32,496 | $4.6M |
| Stephens Inc. | 0.06% | Add +11.9% | 32,316 | $4.6M |
| Peddock Capital Advisors, LLC | 1.01% | Add +4.7% | 32,149 | $4.6M |
| Focus Financial Network, Inc. | 0.16% | Reduce -16.4% | 31,089 | $4.4M |
| SVB Wealth LLC | 0.29% | Add +5.6% | 30,523 | $4.3M |
| Jackson Thornton Wealth Management, LLC | 0.39% | No change | 28,234 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -1.0% | 30,917 | $4.2M |
| Interchange Capital Partners, LLC | 1.29% | Reduce -1.8% | 38,389 | $4.1M |
| Composition Wealth, LLC | 0.06% | Add +1833.0% | 28,724 | $4.1M |
| Sax Wealth Advisors, LLC | 0.19% | No change | 29,103 | $4.0M |
| Creative Planning | 0.00% | Add +71.1% | 27,795 | $4.0M |
| Dorsey & Whitney Trust CO LLC | 0.21% | No change | 27,175 | $3.9M |
| Sage Advisory Services, Ltd.Co. | 2.05% | Reduce -3.7% | 26,302 | $3.7M |
| Susquehanna International Group, LLP | 0.00% | Add +84.3% | 26,289 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.05% | Add +878.2% | 25,991 | $3.7M |
| Avantax Planning Partners, Inc. | 0.10% | Reduce -0.4% | 25,573 | $3.6M |
| NDWM LLC | 2.33% | New | 25,280 | $3.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +63.7% | 25,147 | $3.6M |
| GTS Securities LLC | 0.12% | New | 24,425 | $3.5M |
| Corient Private Wealth LP | 0.00% | Add +55.1% | 26,747 | $3.4M |
| Savant Capital, LLC | 0.02% | Reduce -3.3% | 23,048 | $3.3M |
| Valued Retirements, Inc. | 3.17% | New | 22,826 | $3.2M |
| Eq LLC | 0.90% | Reduce -1.7% | 22,496 | $3.2M |
| Y-Intercept (Hong Kong) Ltd | 0.06% | New | 22,271 | $3.2M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -10.8% | 22,062 | $3.1M |
| Baron Silver Stevens Financial Advisors, LLC | 0.45% | Reduce -2.4% | 21,999 | $3.1M |
| Trilogy Capital Inc. | 0.14% | Reduce -10.7% | 21,779 | $3.1M |
| Bank of Montreal | 0.00% | Add +0.8% | 21,763 | $3.1M |
| Apex Wealth Management, LLC | 2.10% | New | 21,500 | $3.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +17.1% | 21,237 | $3.0M |
| Keystone Global Partners, LLC | 1.22% | New | 19,159 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -14.5% | 18,696 | $2.7M |
| Cannon Financial Strategists, Inc. | 0.35% | Reduce -0.5% | 18,780 | $2.7M |
| McAdam, LLC | 0.12% | Add +6.2% | 18,644 | $2.7M |
| Absolute Capital Management, LLC | 0.88% | Add +5.7% | 18,632 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Reduce -6.5% | 18,598 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +88.6% | 18,499 | $2.6M |
| NorthRock Partners, LLC | 0.04% | New | 18,375 | $2.6M |
| Per Stirling Capital Management, LLC. | 0.28% | New | 18,103 | $2.6M |
| Arkadios Wealth Advisors | 0.04% | Add +151.5% | 18,066 | $2.6M |
| Eagle Strategies LLC | 0.30% | Reduce -3.4% | 17,889 | $2.5M |
| SteelPeak Wealth, LLC | 0.08% | Add +35.4% | 17,556 | $2.5M |
| Genus Capital Management Inc. | 0.28% | Reduce -1.2% | 17,385 | $2.5M |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.4% | 17,370 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +24.6% | 17,330 | $2.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +95.7% | 16,911 | $2.4M |
| Stifel Financial Corp. | 0.00% | Add +59.3% | 16,895 | $2.4M |
| Magnolia Capital Advisors LLC | 0.47% | Reduce -46.0% | 16,892 | $2.4M |
| AQR Capital Management | 0.00% | Add +263.5% | 16,848 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -19.8% | 16,843 | $2.4M |
| JDH Wealth Management, LLC | 1.60% | No change | 16,683 | $2.4M |
| Baird Financial Group, Inc. | 0.00% | Add +7.5% | 16,282 | $2.3M |
| Financial & Tax Architects, LLC | 0.51% | Reduce -5.5% | 15,959 | $2.3M |
| Dynasty Wealth Management, LLC | 0.02% | New | 15,698 | $2.2M |
| MorganRosel Wealth Management, LLC | 0.85% | Reduce -32.5% | 15,220 | $2.2M |
| Caliber Wealth Management, LLC / KS | 0.23% | Reduce -0.6% | 15,077 | $2.1M |
| MA Private Wealth | 0.36% | Add +24.6% | 14,834 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -0.1% | 14,795 | $2.1M |
| Farther Finance Advisors, LLC | 0.02% | Add +5.5% | 14,388 | $2.1M |
| Saxon Interests, Inc. | 0.70% | Reduce -15.6% | 14,278 | $2.0M |
| 10Elms LLP | 1.37% | Add +12.9% | 13,957 | $2.0M |
| Hilltop Holdings Inc. | 0.18% | Reduce -1.1% | 13,701 | $1.9M |
| WBH Advisory Inc. | 0.15% | New | 13,401 | $1.9M |
| CreativeOne Wealth, LLC | 0.04% | Add +9.1% | 13,627 | $1.9M |
| FDx Advisors, Inc. | 0.60% | New | 13,127 | $1.9M |
| Swmg, LLC | 0.53% | New | 13,058 | $1.9M |
| Jane Street Group, LLC | 0.00% | Add +494.8% | 12,948 | $1.8M |
| Beaird Harris Wealth Management, LLC | 0.12% | Reduce -2.8% | 12,880 | $1.8M |
| Claris Advisors, LLC / Mo / | 0.55% | Add +0.2% | 12,827 | $1.8M |
| US Bancorp \de | 0.00% | Reduce -11.0% | 12,823 | $1.8M |
| Capital Investment Advisors, LLC | 0.03% | Add +31.2% | 12,726 | $1.8M |
| Haverford Trust Co | 0.02% | Reduce -4.2% | 12,546 | $1.8M |
| Millennium Management | 0.00% | Add +300.2% | 12,430 | $1.8M |
| NCM Capital Management, LLC | 0.63% | Add +0.0% | 12,425 | $1.8M |
| Simon Quick Advisors, LLC | 0.08% | Reduce -0.6% | 12,218 | $1.7M |
| COFG Advisors, LLC | 0.42% | Add +2.6% | 11,853 | $1.7M |
| Warner Financial, Inc. | 0.57% | Add +0.1% | 11,729 | $1.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.09% | New | 11,646 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Add +24.1% | 11,566 | $1.6M |
| Assetmark, Inc. | 0.00% | Reduce -20.3% | 11,440 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Reduce -0.6% | 11,418 | $1.6M |
| Fig Financial Advisory Services Inc. | 1.00% | New | 11,216 | $1.6M |
| Keystone Financial Group, Inc. | 0.83% | Reduce -2.9% | 11,195 | $1.6M |
| Diversified Trust Co. | 0.03% | Reduce -10.0% | 11,181 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Reduce -0.3% | 11,045 | $1.6M |
| Ascent Group, LLC | 0.05% | Add +326.5% | 10,898 | $1.5M |
| HRT Financial LP | 0.00% | Add +19.0% | 10,869 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +20.0% | 10,510 | $1.5M |
| Westview Management dba Westview Investment Advisors | 0.77% | New | 10,399 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -7.5% | 10,129 | $1.4M |
| LS Investment Advisors, LLC | 0.21% | Reduce -12.4% | 10,060 | $1.4M |
| Client 1ST Advisory Group, LLC | 0.43% | No change | 10,057 | $1.4M |
| RHS Financial, LLC | 0.67% | Add +26.0% | 9,886 | $1.4M |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.6% | 9,589 | $1.4M |
| Physician Wealth Advisors, Inc. | 0.19% | Add +6.5% | 9,584 | $1.4M |
| Keybank National Association | 0.00% | Reduce -0.1% | 9,428 | $1.3M |
| Almanack Investment Partners, LLC. | 0.23% | No change | 9,419 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +25.1% | 9,409 | $1.3M |
| World Investment Advisors | 0.02% | New | 9,256 | $1.3M |
| Mutual Advisors, LLC | 0.03% | Add +1.2% | 9,254 | $1.3M |
| Fifth Third Bancorp | 0.00% | Add +13061.4% | 9,213 | $1.3M |
| XTX Topco Ltd | 0.02% | New | 9,107 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.66% | Reduce -3.5% | 8,998 | $1.3M |
| Petra Financial Advisors Inc. | 0.79% | New | 8,940 | $1.3M |
| Russell Investments Group, Ltd. | 0.00% | Add +8.2% | 8,856 | $1.3M |
| Steelhead Wealth Management LLC | 0.63% | — | 8,734 | $1.2M |
| Journey Strategic Wealth LLC | 0.03% | Reduce -4.8% | 8,679 | $1.2M |
| Blair William & Co. | 0.00% | Reduce -0.8% | 8,596 | $1.2M |
| Vision Capital Management, Inc. | 0.15% | No change | 8,583 | $1.2M |
| Allstate Corp. | 0.01% | No change | 8,500 | $1.2M |
| Savvy Advisors, Inc. | 0.03% | Reduce -0.6% | 8,182 | $1.2M |
| Cornerstone Advisors Asset Management, LLC | 0.18% | Reduce -3.4% | 8,121 | $1.2M |
| Invst, LLC | 0.13% | New | 8,082 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 7,879 | $1.1M |
| Heirloom Wealth Management | 0.20% | New | 7,743 | $1.1M |
| Traveka Wealth, LLC | 0.41% | New | 7,526 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +7.6% | 7,325 | $1.0M |
| Brookstone Capital Management | 0.01% | Add +9.4% | 7,266 | $1.0M |
| VestGen Advisors, LLC | 0.03% | New | 5,642 | $1.0M |
| Avant Capital LLC | 0.70% | Reduce -5.1% | 7,022 | $998K |
| United Capital Financial Advisors, LLC | 0.01% | Add +0.7% | 6,928 | $986K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.6% | 6,143 | $977K |
| Summit Wealth Group, LLC | 0.22% | Reduce -13.0% | 6,818 | $969K |
| UMB Bank, n.a. | 0.01% | Add +0.1% | 6,654 | $946K |
| San Luis Wealth Advisors LLC | 0.16% | Reduce -14.8% | 6,630 | $943K |
| Simplicity Wealth,LLC | 0.05% | New | 6,627 | $942K |
| Wedbush Securities Inc. | 0.03% | Add +25.3% | 6,572 | $934K |
| Accredited Investors Inc. | 0.05% | New | 6,527 | $928K |
| Greenleaf Trust | 0.01% | No change | 6,525 | $928K |
| PFG Advisors | 0.05% | Add +5.0% | 6,523 | $928K |
| Northern Trust Corp. | 0.00% | Add +2.8% | 6,483 | $922K |
| Noble Wealth Management PBC | 0.47% | Add +72.1% | 6,452 | $917K |
| MB Generational Wealth, LLC | 0.50% | No change | 6,410 | $911K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -2.0% | 6,322 | $899K |
| KPP Advisory Services LLC | 0.13% | Reduce -12.2% | 6,080 | $865K |
| Apeiron RIA LLC | 0.20% | New | 6,079 | $864K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.5% | 6,073 | $864K |
| Insigneo Advisory Services, LLC | 0.06% | No change | 5,873 | $835K |
| Darden Wealth Group Inc | 0.42% | Reduce -0.3% | 5,852 | $832K |
| RFG Advisory, LLC | 0.01% | Reduce -5.0% | 5,568 | $792K |
| Meridian Wealth Management, LLC | 0.03% | Add +2.9% | 5,556 | $790K |
| Flputnam Investment Management Co. | 0.01% | Add +9.2% | 5,517 | $785K |
| West Wealth Group, LLC | 0.15% | Add +26.6% | 5,491 | $781K |
| Leavell Investment Management, Inc. | 0.03% | Add +3.9% | 5,490 | $781K |
| Keystone Wealth Services, LLC | 0.17% | Add +0.1% | 5,488 | $780K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +17.2% | 5,595 | $775K |
| Breakwater Capital Group | 0.10% | Add +18.7% | 5,443 | $774K |
| Squire Investment Management Company, LLC | 0.21% | No change | 5,436 | $773K |
| One Wealth Advisors, LLC | 0.10% | Add +10.5% | 5,403 | $768K |
| National Bank of Canada | 0.00% | Reduce -18.1% | 5,324 | $757K |
| Awm Capital, LLC | 0.07% | No change | 5,293 | $753K |
| VestGen Investment Management | 0.41% | New | 5,292 | $752K |
| &partners | 0.00% | Add +23.6% | 5,273 | $751K |
| NorthCoast Asset Management LLC | 0.02% | No change | 5,145 | $732K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -0.2% | 5,120 | $728K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +22.9% | 5,115 | $727K |
| GeoWealth Management, LLC | 0.03% | New | 4,948 | $703K |
| Ariadne Wealth Management, LP | 0.31% | Add +0.1% | 4,932 | $701K |
| Innovative Wealth Building LLC | 0.49% | Reduce -10.1% | 4,907 | $698K |
| Regal Investment Advisors LLC | 0.04% | New | 4,893 | $696K |
| Rockefeller Capital Management L.P. | 0.00% | Add +81.6% | 4,852 | $690K |
| Carrera Capital Advisors | 0.11% | Reduce -1.7% | 4,819 | $685K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -8.1% | 4,814 | $685K |
| First Citizens Financial Corp | 0.32% | Add +22.1% | 4,794 | $682K |
| Independent Advisor Alliance | 0.01% | New | 4,741 | $674K |
| Waverly Advisors, LLC | 0.01% | New | 4,658 | $662K |
| Citigroup Inc. | 0.00% | Add +44.3% | 4,634 | $659K |
| Alterna Wealth Management, Inc. | 0.49% | Reduce -3.3% | 4,538 | $645K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -1.1% | 4,524 | $643K |
| CGN Advisors LLC | 0.05% | Reduce -0.8% | 4,493 | $639K |
| Tranquility Partners, LLC | 0.24% | Add +0.1% | 4,428 | $630K |
| Vise Technologies, Inc. | 0.01% | No change | 4,566 | $624K |
| Apella Capital, LLC | 0.01% | Add +0.1% | 3,762 | $595K |
| Strategic Equity Management | 0.22% | New | 4,175 | $594K |
| Inspire Advisors, LLC | 0.05% | New | 4,109 | $584K |
| McKinley Carter Wealth Services, Inc. | 0.03% | Reduce -0.4% | 4,108 | $584K |
| FLC Capital Advisors | 0.10% | Add +16.6% | 3,996 | $568K |
| Brown Miller Wealth Management, LLC | 0.16% | New | 3,991 | $567K |
| Axxcess Wealth Management, LLC | 0.02% | New | 3,991 | $567K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.3% | 3,968 | $565K |
| Pflug Koory, LLC | 0.26% | Add +0.0% | 3,951 | $562K |
| Cyndeo Wealth Partners, LLC | 0.03% | New | 3,916 | $557K |
| Napier Financial, LLC | 0.13% | New | 3,892 | $553K |
| Archvest Wealth Advisors, Inc. | 0.35% | Reduce -13.3% | 3,806 | $541K |
| Stokes Family Office, LLC | 0.05% | Reduce -1.2% | 3,735 | $531K |
| Synergy Asset Management, LLC | 0.06% | Reduce -78.7% | 3,728 | $530K |
| Choreo, LLC | 0.01% | Reduce -4.8% | 3,724 | $529K |
| Symphony Financial, Ltd. Co. | 0.07% | Add +0.4% | 3,773 | $527K |
| Bell Investment Advisors, Inc | 0.08% | Add +0.4% | 3,702 | $526K |
| S&T Bank | 0.19% | Reduce -7.1% | 3,647 | $519K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +128.8% | 3,644 | $518K |
| Integrity Advisory Solutions, LLC | 0.07% | Reduce -3.1% | 3,641 | $518K |
| Guerra Pan Advisors, LLC | 0.32% | Reduce -1.6% | 3,611 | $513K |
| Friday Financial | 0.17% | No change | 3,568 | $507K |
| Golden State Wealth Management, LLC | 0.05% | Reduce -6.3% | 3,515 | $500K |
| Strategic Blueprint, LLC | 0.03% | New | 3,513 | $500K |
| Galvin, Gaustad & Stein, LLC | 0.04% | Reduce -0.2% | 3,461 | $492K |
| IHT Wealth Management, LLC | 0.01% | Add +1.6% | 3,421 | $486K |
| BostonPremier Wealth LLC | 0.25% | Add +0.1% | 3,412 | $485K |
| Lunt Capital Management, Inc. | 0.19% | No change | 3,396 | $483K |
| Strategic Financial Services, Inc. | 0.02% | No change | 3,390 | $482K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 3,383 | $481K |
| Gibbs Wealth Management | 0.06% | Add +59.3% | 3,380 | $481K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -5.3% | 3,375 | $480K |
| Kaufman Rossin Wealth, LLC | 0.27% | No change | 3,369 | $479K |
| Richard P Slaughter Associates Inc | 0.10% | Reduce -0.4% | 3,369 | $479K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 3,349 | $476K |
| CFS Investment Advisory Services, LLC | 0.03% | New | 3,004 | $475K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -8.3% | 3,293 | $468K |
| Mayflower Financial Advisors, LLC | 0.06% | Reduce -0.5% | 3,290 | $468K |
| Montecito Bank & Trust | 0.08% | Reduce -16.1% | 3,267 | $465K |
| Moneywise, Inc. | 0.20% | New | 3,222 | $458K |
| Schrum Private Wealth Management LLC | 0.35% | Reduce -0.8% | 3,220 | $458K |
| Diversified Enterprises, LLC | 0.03% | Reduce -0.9% | 3,206 | $456K |
| JT Stratford LLC | 0.06% | New | 3,195 | $454K |
| GEM Asset Management, LLC | 0.20% | No change | 3,185 | $453K |
| Foundry Financial Group, Inc. | 0.22% | No change | 3,154 | $448K |
| Yukon Wealth Management, Inc. | 0.27% | Add +0.1% | 3,140 | $446K |
| Acropolis Investment Management, LLC | 0.02% | Add +6.8% | 3,135 | $446K |
| Principal Securities, Inc. | 0.01% | Reduce -3.8% | 3,133 | $445K |
| Prospera Financial Services Inc | 0.01% | New | 3,116 | $443K |
| Cedarwood Wealth LLC | 0.44% | Add +0.0% | 3,052 | $434K |
| Vertex Planning Partners, LLC | 0.08% | New | 3,044 | $433K |
| Strategic Investment Management, LLC | 0.18% | No change | 3,000 | $427K |
| Driehaus Capital Management LLC | 0.00% | Reduce -54.0% | 2,962 | $421K |
| Goldstein Advisors, LLC | 0.05% | No change | 2,958 | $421K |
| Wealthgarden F.S. LLC | 0.28% | Add +45.3% | 2,929 | $417K |
| Independent Financial Group, LLC | 0.01% | Add +12.1% | 2,912 | $414K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -11.8% | 2,900 | $412K |
| Shared Vision Wealth Group LLC | 0.17% | Add +11.4% | 2,897 | $412K |
| Silverlake Wealth Management LLC | 0.09% | New | 2,882 | $410K |
| HUB Investment Partners, LLC | 0.01% | Add +15.3% | 2,821 | $401K |
| Ascentis Independent Advisors | 0.03% | New | 2,802 | $398K |
| Community Bank, N.A. | 0.05% | No change | 2,788 | $396K |
| JGP Wealth Management, LLC | 0.04% | No change | 2,769 | $394K |
| Legacy Capital Group California, Inc. | 0.15% | New | 2,759 | $392K |
| Smithfield Trust Co | 0.02% | Add +8.9% | 2,761 | $391K |
| First Financial Bankshares Inc | 0.01% | Reduce -0.6% | 2,725 | $387K |
| Sigma Planning Corp | 0.01% | Add +0.4% | 2,694 | $383K |
| Sugar Maple Asset Management, LLC | 0.23% | New | 2,685 | $382K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +7.0% | 2,679 | $381K |
| Snowden Capital Advisors LLC | 0.01% | Add +27.4% | 2,675 | $380K |
| Daymark Wealth Partners, LLC | 0.01% | Add +54.3% | 2,674 | $380K |
| Magnus Financial Group LLC | 0.03% | New | 2,660 | $378K |
| Taylor & Morgan Wealth Management, LLC | 0.21% | Add +0.5% | 2,637 | $375K |
| Shelter Mutual Insurance Co | 0.08% | New | 2,657 | $375K |
| ONE Advisory Partners, LLC | 0.12% | Add +3.1% | 2,633 | $374K |
| Trust Co. of Toledo NA | 0.04% | Add +22.9% | 2,604 | $370K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -13.4% | 2,576 | $366K |
| W Advisors, LLC | 0.19% | No change | 2,551 | $363K |
| Two West Capital Advisors LLC | 0.19% | New | 2,188 | $361K |
| Fortis Capital Management LLC | 0.05% | No change | 2,521 | $358K |
| Bessemer Group Inc. | 0.00% | Add +23.9% | 2,515 | $358K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 2,508 | $357K |
| AlTi Global, Inc. | 0.01% | No change | 2,508 | $357K |
| Mattern Capital Management, LLC | 0.04% | Reduce -10.1% | 2,485 | $353K |
| Barnes Wealth Management Group, Inc | 0.18% | Add +13.3% | 2,450 | $348K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +48.6% | 2,435 | $346K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.3% | 2,416 | $344K |
| BCGM Wealth Management, LLC | 0.09% | Add +0.4% | 2,408 | $342K |
| Level Four Advisory Services, LLC | 0.01% | Add +2.8% | 2,386 | $339K |
| Fischer Investment Strategies, LLC | 0.20% | Reduce -95.5% | 2,370 | $337K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 2,351 | $334K |
| Hengehold Capital Management LLC | 0.03% | Add +3.0% | 2,327 | $331K |
| Krilogy Financial LLC | 0.01% | Add +1.6% | 2,110 | $330K |
| Advyzon Investment Management, LLC | 0.03% | New | 2,270 | $323K |
| Stonebrook Private Inc. | 0.07% | New | 2,241 | $319K |
| Cibc World Market Inc. | 0.00% | Reduce -97.9% | 2,119 | $301K |
| American Money Management, LLC | 0.05% | New | 2,084 | $296K |
| Sentinel Advisory Group, LLC | 0.14% | — | 2,069 | $294K |
| RDA Financial Network | 0.07% | New | 2,054 | $292K |
| Sowell Financial Services LLC | 0.01% | Add +0.3% | 2,053 | $292K |
| OakTrust Wealth Advisors, LLC | 0.26% | Add +0.4% | 2,017 | $287K |
| Eldridge Investment Advisors, Inc. | 0.06% | No change | 2,010 | $286K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 2,009 | $286K |
| PMG Wealth Management, Inc. | 0.21% | No change | 2,000 | $284K |
| EPG Wealth Management LLC | 0.08% | Add +0.3% | 1,997 | $284K |
| Nova R Wealth, Inc. | 0.09% | Reduce -2.5% | 1,987 | $283K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -0.8% | 1,974 | $281K |
| Fairvoy Private Wealth, LLC | 0.07% | Add +24.7% | 1,969 | $280K |
| Headlands Technologies LLC | 0.03% | Add +22.5% | 1,965 | $279K |
| HMV Wealth Advisors, LLC | 0.13% | No change | 1,956 | $278K |
| WealthTrust Axiom LLC | 0.07% | No change | 1,930 | $274K |
| Compagnie Lombard Odier SCmA | 0.00% | New | 1,927 | $274K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.09% | Add +0.5% | 1,906 | $271K |
| WealthPlan Investment Management, LLC | 0.01% | No change | 1,897 | $270K |
| Wall Capital Group, Inc. | 0.28% | Add +0.4% | 1,855 | $264K |
| Aspiring Ventures, LLC | 0.09% | New | 1,848 | $263K |
| CIBC Bancorp USA Inc. | 0.00% | — | 1,835 | $261K |
| Greykasell Wealth Strategies, Inc. | 0.11% | Add +0.1% | 1,835 | $261K |
| Marino, Stram & Associates LLC | 0.05% | Add +0.1% | 1,814 | $258K |
| Alpha Omega Wealth Management LLC | 0.04% | Reduce -21.6% | 1,785 | $254K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -2.5% | 1,760 | $250K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 1,751 | $249K |
| Vilga Financial Planning LLC | 0.22% | No change | 1,730 | $246K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 1,700 | $242K |
| Captrust Financial Advisors | 0.00% | Reduce -37.6% | 1,688 | $240K |
| Legacy Advisors, LLC | 0.03% | No change | 1,680 | $239K |
| Ethic Inc. | 0.00% | No change | 1,674 | $238K |
| Kovack Advisors, Inc. | 0.01% | Add +12.3% | 1,646 | $236K |
| Westbourne Investments, Inc. | 0.11% | New | 1,641 | $233K |
| United Advisor Group, LLC | 0.03% | Add +0.2% | 1,607 | $228K |
| Visionary Wealth Advisors | 0.01% | Reduce -4.9% | 1,600 | $227K |
| Financial Partners Group, Inc | 0.03% | Add +0.4% | 1,586 | $225K |
| Signet Private Wealth LLC | 0.22% | New | 1,585 | $225K |
| MAI Capital Management | 0.00% | Add +10.3% | 1,571 | $223K |
| Arax Advisory Partners | 0.01% | Reduce -39.0% | 1,564 | $223K |
| Sharkey, Howes & Javer | 0.03% | New | 1,562 | $222K |
| Apollon Financial, LLC | 0.03% | New | 1,547 | $220K |
| Successful Portfolios LLC | 0.12% | New | 1,543 | $219K |
| Ieq Capital, LLC | 0.00% | New | 1,514 | $215K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -75.4% | 1,502 | $214K |
| Chilton Investment Co. Inc. | 0.01% | No change | 1,500 | $213K |
| Modern Wealth Management, LLC | 0.00% | New | 1,457 | $211K |
| BKM Wealth Management, LLC | 0.08% | No change | 1,481 | $211K |
| Kingswood Wealth Advisors, LLC | 0.01% | New | 1,456 | $207K |
| Leo Wealth, LLC | 0.01% | Reduce -4.5% | 1,452 | $206K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,452 | $206K |
| Security Financial Services, INC. | 0.03% | New | 1,446 | $206K |
| 4J Wealth Management LLC | 0.12% | New | 1,428 | $203K |
| AE Wealth Management LLC | 0.00% | Reduce -4.4% | 1,425 | $203K |
| 5T Wealth, LLC | 0.08% | New | 1,420 | $202K |
| Investmark Advisory Group LLC | 0.09% | New | 1,416 | $201K |
| Evoke Wealth, LLC | 0.00% | New | 1,414 | $201K |
| Atlas Legacy Advisors, LLC | 0.04% | New | 1,413 | $201K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Reduce -31.7% | 1,350 | $192K |
| RMG Wealth Management LLC | 0.02% | No change | 1,035 | $192K |
| Destiny Wealth Partners, LLC | 0.02% | Reduce -8.7% | 1,316 | $187K |
| Archer Investment Corp | 0.04% | No change | 1,283 | $182K |
| TD Capital Management LLC | 0.02% | Add +11.9% | 1,223 | $174K |
| NBT Bank, N.A. | 0.01% | Add +786.1% | 1,214 | $173K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +21.4% | 1,179 | $168K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,157 | $165K |
| Legacy Wealth Managment, LLC | 0.07% | Add +16716.7% | 1,009 | $143K |
| Private Trust Co. NA | 0.01% | New | 1,009 | $143K |
| Delos Wealth Advisors, LLC | 0.08% | New | 942 | $134K |
| Mather Group, Llc. | 0.00% | New | 933 | $133K |
| Glen Eagle Advisors, LLC | 0.02% | Reduce -6.9% | 893 | $127K |
| CoreFirst Bank & Trust | 0.06% | No change | 802 | $114K |
| Biltmore Family Office, LLC | 0.02% | No change | 800 | $114K |
| Clearstead Trust, LLC | 0.02% | No change | 780 | $111K |
| Gleason Group, Inc. | 0.01% | Add +0.4% | 758 | $108K |
| Raleigh Capital Management Inc. | 0.04% | New | 755 | $107K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 738 | $105K |
| Realta Investment Advisors | 0.04% | Reduce -3.6% | 717 | $102K |
| First Command Advisory Services, Inc. | 0.00% | No change | 710 | $101K |
| Vanguard Advisers Inc. | 0.00% | — | 687 | $98K |
| Root Financial Partners, LLC | 0.00% | No change | 681 | $97K |
| Rothschild Investment LLC | 0.01% | Add +0.1% | 667 | $95K |
| Lanark Financial, Inc. | 0.01% | Add +24.4% | 607 | $86K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -36.9% | 600 | $85K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 594 | $84K |
| FAS Wealth Partners, Inc. | 0.01% | Add +3.0% | 584 | $83K |
| Hilton Head Capital Partners, LLC | 0.05% | No change | 574 | $82K |
| Sound Income Strategies, LLC | 0.00% | Add +14.0% | 554 | $80K |
| Capital Analysts, LLC | 0.00% | New | 560 | $80K |
| Edmond DE Rothschild Holding S.A. | 0.00% | New | 550 | $78K |
| Rossby Financial, LCC | 0.02% | Add +231.8% | 511 | $74K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +336.1% | 519 | $74K |
| Lavaca Capital LLC | 0.01% | Reduce -46.4% | 460 | $65K |
| AlphaCore Capital LLC | 0.00% | No change | 458 | $65K |
| Global Wealth Strategies & Associates | 0.02% | No change | 445 | $63K |
| Tucker Asset Management LLC | 0.02% | Reduce -3.2% | 423 | $60K |
| Barclays PLC | 0.00% | New | 420 | $60K |
| Spire Wealth Management | 0.00% | No change | 396 | $56K |
| Chilton Capital Management LLC | 0.00% | New | 386 | $55K |
| Blue Trust, Inc. | 0.00% | Reduce -6.9% | 362 | $51K |
| Windsor Advisory Group, LLC | 0.04% | New | 361 | $51K |
| International Assets Investment Management, LLC | 0.00% | Add +180.9% | 354 | $51K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -39.4% | 368 | $51K |
| Belvedere Trading LLC | 0.01% | New | 354 | $50K |
| Financial Network Wealth Advisors LLC | 0.05% | New | 346 | $49K |
| CoreCap Advisors, LLC | 0.00% | Reduce -3.6% | 344 | $49K |
| SHP Wealth Management | 0.00% | Add +0.3% | 334 | $48K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 279 | $40K |
| Protective Life Corp. | 0.12% | New | 253 | $36K |
| Key Financial Inc | 0.01% | Add +0.4% | 244 | $35K |
| Creative Financial Designs Inc. | 0.00% | Add +134.7% | 237 | $34K |
| New Republic Capital, LLC | 0.01% | No change | 224 | $32K |
| Simplex Trading, LLC | 0.00% | Add +124.0% | 224 | $32K |
| Arlington Trust Co LLC | 0.00% | No change | 203 | $29K |
| Signature Equity Partners, LLC | 0.01% | Add +14.0% | 195 | $28K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 188 | $27K |
| Westfuller Advisors, LLC | 0.01% | Add +0.6% | 180 | $26K |
| Mosley Wealth Management | 0.01% | New | 200 | $25K |
| Independence Bank of Kentucky | 0.00% | No change | 176 | $25K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 175 | $25K |
| GHP Investment Advisors, Inc. | 0.00% | New | 173 | $25K |
| Vision Retirement, LLC | 0.01% | Reduce -36.3% | 172 | $24K |
| Abound Wealth Management | 0.01% | No change | 167 | $24K |
| Crewe Advisors LLC | 0.00% | No change | 165 | $23K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 164 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 160 | $23K |
| Southern Michigan Bank & Trust | 0.01% | — | 159 | $23K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -24.0% | 158 | $22K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 150 | $21K |
| Westside Investment Management, Inc. | 0.00% | No change | 145 | $21K |
| Ancora Advisors LLC | 0.00% | Add +0.7% | 145 | $21K |
| Sittner & Nelson, LLC | 0.01% | No change | 138 | $20K |
| AdvisorNet Financial, Inc | 0.00% | Add +10.7% | 135 | $19K |
| High Point Wealth Management, LLC | 0.02% | New | 130 | $19K |
| Johnson Financial Group, Inc. | 0.00% | New | 129 | $18K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $18K |
| GAMMA Investing LLC | 0.00% | Add +64.9% | 127 | $18K |
| Hantz Financial Services, Inc. | 0.00% | No change | 120 | $17K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 119 | $17K |
| Gables Capital Management Inc. | 0.01% | No change | 115 | $16K |
| Founders Financial Alliance, LLC | 0.00% | No change | 115 | $16K |
| Allworth Financial LP | 0.00% | Add +4.7% | 112 | $16K |
| Holos Integrated Wealth LLC | 0.01% | No change | 102 | $15K |
| Asset Dedication, LLC | 0.00% | No change | 102 | $15K |
| Park Place Capital Corp | 0.00% | New | 99 | $14K |
| MTM Investment Management, LLC | 0.00% | No change | 98 | $14K |
| Millstone Evans Group, LLC | 0.01% | No change | 97 | $14K |
| Bogart Wealth, LLC | 0.00% | No change | 94 | $13K |
| McIlrath & Eck, LLC | 0.00% | Add +1.1% | 92 | $13K |
| JFS Wealth Advisors, LLC | 0.00% | Add +52.5% | 90 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 83 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 74 | $11K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 68 | $10K |
| Bravera Wealth | 0.00% | No change | 65 | $9K |
| CVA Family Office, LLC | 0.00% | No change | 56 | $8K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 55 | $8K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 54 | $8K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 52 | $7K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -73.1% | 50 | $7K |
| Tidemark, LLC | 0.00% | No change | 47 | $7K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 38 | $7K |
| St Germain D J Co. Inc. | 0.00% | New | 41 | $6K |
| WPG Advisers, LLC | 0.00% | Add +900.0% | 40 | $6K |
| Innovative Asset Advisors Group, LLC | 0.00% | — | 40 | $6K |
| Anfield Capital Management, LLC | 0.00% | New | 39 | $6K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 39 | $6K |
| Robinswood Financial LLC | 0.00% | New | 38 | $5K |
| Portfolio Resources Advisor Group, Inc. | 0.01% | No change | 36 | $5K |
| Hollencrest Capital Management | 0.00% | No change | 36 | $5K |
| Ameriflex Group, Inc. | 0.00% | Add +2.9% | 36 | $5K |
| Tsfg, LLC | 0.00% | Reduce -61.5% | 32 | $5K |
| WealthShield Partners, LLC | 0.00% | Add +20.7% | 35 | $5K |
| HighMark Wealth Management LLC | 0.00% | No change | 35 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +3.0% | 34 | $5K |
| Wealth Science Advisors LLC | 0.00% | New | 32 | $4K |
| Cornerstone Planning Group LLC | 0.00% | Add +8.3% | 26 | $4K |
| Larson Financial Group LLC | 0.00% | No change | 29 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 25 | $4K |
| Rialto Wealth Management, LLC | 0.00% | No change | 28 | $4K |
| Atwood & Palmer Inc. | 0.00% | No change | 28 | $4K |
| Synergy Investment Management, LLC | 0.00% | New | 24 | $3K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 24 | $3K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 24 | $3K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 22 | $3K |
| Truvestments Capital LLC | 0.00% | New | 21 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 19 | $3K |
| Dunhill Financial, LLC | 0.00% | New | 15 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | New | 11 | $2K |
| Caitlin John, LLC | 0.00% | Reduce -99.1% | 9 | $1K |
| Key Capital Management, INC | 0.00% | New | 7 | $995 |
| Citizens National Bank Trust Department | 0.00% | New | 6 | $853 |
| Reyes Financial Architecture, Inc. | 0.00% | New | 2 | $284 |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 2 | $284 |
| Financial Perspectives, Inc | 0.00% | No change | 2 | $284 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 2 | $215 |
| Merkkuri Wealth Advisors LLC | 0.00% | New | 1 | $190 |
| Vision Financial Markets LLC | 0.00% | No change | 1 | $143 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $98 |
"% of holder's portfolio" is VLUE's weight in each manager's 13F, not the share of iShares MSCI USA Value Facto the manager owns.