iShares MSCI USA Value FactoVLUEETF
13F holders, Q2 2026 (June 30)626holders +72
109new positions
35sold out
5famous investors
$199.38avg. 13F price*
At the end of Q2 2026, 626 institutions reported holding iShares MSCI USA Value Facto (VLUE) in their 13F filings, up 72 from Q1 2026. 109 opened new positions and 35 sold out. The largest holders were Mason Investment Advisory Services, Inc. ($893.4M), Northwestern Mutual Wealth Management Co. ($659.9M) and Matson Money. Inc. ($456.8M). 5 famous investors held it, including Paul Tudor Jones (0.2% of Tudor Investment Corporation's portfolio), Steve Cohen (0.0% of Point72 Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares MSCI USA Value Facto
- CUSIP
- 46432F388
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 109 | $308.9M |
| Exits | 35 | $76.9M |
All 13F filers, Q1 2026 → Q2 2026: 3,172,362 shares bought and 22,655,214 shares sold, net −19,482,852 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 626 holders
| Mason Investment Advisory Services, Inc. | 33.98% | Reduce -3.7% | 4,471,056 | $893.4M |
| Northwestern Mutual Wealth Management Co. | 0.35% | Reduce -85.7% | 3,302,880 | $659.9M |
| Matson Money. Inc. | 12.72% | Reduce -6.9% | 2,285,925 | $456.8M |
| Bank of America Corp. | 0.02% | Reduce -8.1% | 1,481,507 | $296.0M |
| BlackRock, Inc. | 0.00% | Reduce -13.5% | 1,344,791 | $268.7M |
| Mercer Global Advisors Inc. | 0.28% | Reduce -4.6% | 1,127,613 | $225.3M |
| Wharton Business Group, LLC | 7.13% | Reduce -7.5% | 1,066,732 | $213.1M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -19.6% | 1,033,896 | $206.6M |
| LPL Financial LLC | 0.04% | Add +4.5% | 981,271 | $196.1M |
| Morgan Stanley | 0.01% | Reduce -0.2% | 924,975 | $184.8M |
| FMR LLC | 0.01% | Add +9.3% | 788,426 | $157.5M |
| JPMorgan Chase & Co. | 0.01% | Add +1.7% | 678,701 | $136.3M |
| Mainstay Capital Management LLC | 8.71% | Add +120.4% | 588,750 | $117.6M |
| Wells Fargo & Company | 0.02% | Reduce -5.1% | 586,569 | $117.2M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -0.2% | 557,547 | $111.4M |
| Marks Wealth, LLC | 23.42% | Add +77.5% | 541,454 | $108.2M |
| Kathmere Capital Management, LLC | 4.54% | Reduce -7.1% | 427,319 | $85.4M |
| Janney Montgomery Scott LLC | 0.15% | Reduce -10.8% | 398,981 | $79.7M |
| Two Sigma Investments, LP | 0.05% | New | 347,900 | $69.5M |
| Prudential PLC | 0.44% | Add +47.5% | 330,000 | $65.9M |
| UBS Group AG | 0.01% | Reduce -5.9% | 328,620 | $65.7M |
| Focus Partners Wealth | 0.07% | Reduce -3.6% | 319,562 | $63.9M |
| MML Investors Services, LLC | 0.12% | Reduce -2.3% | 301,994 | $60.3M |
| M&T Bank Corp | 0.17% | Reduce -12.3% | 282,246 | $56.4M |
| Ameriprise Financial Inc. | 0.01% | Add +5.6% | 275,103 | $55.0M |
| Royal Bank of Canada | 0.01% | Reduce -23.3% | 234,568 | $46.9M |
| Mullooly Asset Management, Inc. | 14.26% | Reduce -4.8% | 231,953 | $46.3M |
| State of Michigan Retirement System | 0.19% | Reduce -22.0% | 218,300 | $43.6M |
| Tudor Investment Corporation | 0.18% | Add +42.0% | 217,534 | $43.5M |
| Marshall Wace, LLP | 0.03% | New | 199,422 | $39.8M |
| Osaic Holdings, Inc. | 0.04% | Add +30.0% | 185,025 | $37.0M |
| Meridian Wealth Partners, LLC | 4.12% | Reduce -8.6% | 170,213 | $34.0M |
| One Capital Management, LLC | 0.87% | No change | 220,580 | $31.4M |
| Cetera Investment Advisers | 0.03% | Reduce -19.9% | 155,811 | $31.1M |
| Jones Financial Companies LLLP | 0.01% | Add +38.9% | 150,258 | $30.1M |
| Insight Wealth Strategies, LLC | 2.89% | Reduce -2.2% | 151,486 | $29.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -0.5% | 147,285 | $29.4M |
| Elk River Wealth Management LLC | 4.62% | Reduce -15.2% | 145,290 | $29.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -40.5% | 145,169 | $29.0M |
| Intrust Bank NA | 2.12% | Reduce -17.5% | 144,052 | $28.8M |
| AlphaCore Capital LLC | 0.52% | Add +30802.2% | 141,532 | $28.3M |
| Stonehearth Capital Management, LLC | 9.30% | Reduce -42.3% | 136,475 | $27.3M |
| Lido Advisors, LLC | 0.10% | Add +2.4% | 135,522 | $27.1M |
| Nan Shan Life Insurance Co., Ltd. | 0.81% | New | 128,980 | $25.8M |
| Foster Group, Inc. | 0.65% | Reduce -11.0% | 121,806 | $24.3M |
| Erste Asset Management GmbH | 0.19% | Add +16.6% | 120,600 | $24.2M |
| Point72 Asset Management | 0.04% | Add +162.4% | 120,134 | $24.0M |
| Avidian Wealth Enterprises, LLC | 0.62% | Add +73.1% | 112,651 | $22.5M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -1.0% | 112,504 | $22.5M |
| AdvisorShares Investments LLC | 2.67% | New | 110,611 | $22.1M |
| Caisse de depot et placement du Quebec | 0.03% | New | 110,469 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +11.2% | 108,424 | $21.7M |
| Bank of Nova Scotia | 0.03% | New | 98,500 | $19.7M |
| Cresset Asset Management, LLC | 0.07% | Add +3.1% | 93,366 | $18.7M |
| Signaturefd, LLC | 0.22% | Reduce -0.1% | 80,703 | $16.1M |
| Merit Financial Group, LLC | 0.10% | Add +597.3% | 80,653 | $16.1M |
| Systelligence, LLC | 2.63% | New | 78,932 | $15.8M |
| EFG International AG | 0.28% | Reduce -3.8% | 74,816 | $14.9M |
| TRB Wealth Management, LLC | 1.93% | No change | 72,474 | $14.5M |
| Basso Capital Management, L.P. | 3.39% | New | 68,959 | $13.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +35.5% | 68,554 | $13.7M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Reduce -2.4% | 65,475 | $13.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -7.7% | 65,283 | $13.0M |
| OneDigital Investment Advisors LLC | 0.11% | Add +4.6% | 64,003 | $12.8M |
| Citadel Advisors | 0.01% | New | 63,608 | $12.7M |
| CFO4Life Group, LLC | 1.70% | Reduce -0.1% | 63,250 | $12.6M |
| Park Avenue Securities LLC | 0.08% | Reduce -16.8% | 60,490 | $12.1M |
| First Financial Bank - Trust Division | 0.86% | Reduce -9.4% | 60,249 | $12.0M |
| Cerity Partners LLC | 0.01% | Add +1.1% | 58,080 | $11.6M |
| Bleakley Financial Group, LLC | 0.15% | Reduce -23.1% | 57,879 | $11.6M |
| Cerro Pacific Wealth Advisors LLC | 2.48% | Reduce -13.7% | 54,966 | $11.0M |
| IFP Advisors, Inc | 0.18% | Reduce -1.4% | 50,619 | $10.1M |
| Addison Advisors LLC | 4.36% | Reduce -59.8% | 46,219 | $9.2M |
| Aptus Capital Advisors, LLC | 0.07% | Add +1.1% | 45,892 | $9.2M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -70.5% | 45,604 | $9.1M |
| Parallel Advisors, LLC | 0.14% | Add +11.0% | 45,050 | $9.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -11.8% | 44,990 | $9.0M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -14.0% | 43,106 | $8.6M |
| Anderson Hoagland & Co. | 0.65% | Reduce -6.9% | 41,637 | $8.3M |
| Waddell & Associates, LLC | 0.41% | Reduce -2.6% | 41,412 | $8.3M |
| Interchange Capital Partners, LLC | 1.48% | Add +2.6% | 39,396 | $7.9M |
| Evergreen Capital Management LLC | 0.14% | Add +0.0% | 39,295 | $7.9M |
| Well Done, LLC | 1.05% | Reduce -1.0% | 39,135 | $7.8M |
| Baird Financial Group, Inc. | 0.01% | Add +136.3% | 38,473 | $7.7M |
| Geneos Wealth Management Inc. | 0.15% | Reduce -1.5% | 37,652 | $7.5M |
| Mariner, LLC | 0.01% | Reduce -11.2% | 36,783 | $7.3M |
| BNP Paribas Financial Markets | 0.00% | Add +111.1% | 36,670 | $7.3M |
| Tennessee Valley Asset Management Partners | 0.79% | Add +2.8% | 35,936 | $7.2M |
| LCW Services, LLC | 3.11% | Reduce -11.3% | 35,761 | $7.1M |
| Foundations Investment Advisors, LLC | 0.07% | Add +0.0% | 33,975 | $6.8M |
| Tactive Advisors, LLC | 1.64% | Reduce -33.1% | 33,334 | $6.7M |
| Ocean Park Asset Management, LLC | 0.32% | New | 32,980 | $6.6M |
| Peddock Capital Advisors, LLC | 1.30% | Add +1.5% | 32,621 | $6.5M |
| Stephens Inc. | 0.07% | No change | 32,316 | $6.5M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +2037.3% | 32,103 | $6.4M |
| HSBC Holdings PLC | 0.00% | New | 31,985 | $6.4M |
| Arrow Investment Advisors, LLC | 6.18% | Reduce -1.7% | 31,947 | $6.4M |
| Equitable Holdings, Inc. | 0.04% | Add +2.5% | 31,701 | $6.3M |
| Focus Financial Network, Inc. | 0.19% | Add +0.1% | 31,114 | $6.2M |
| Corient Private Wealth LP | 0.01% | Add +13.9% | 30,455 | $6.1M |
| Creative Planning | 0.00% | Add +6.8% | 29,690 | $5.9M |
| SVB Wealth LLC | 0.36% | Reduce -7.0% | 28,370 | $5.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Reduce -40.0% | 28,055 | $5.6M |
| Dorsey Wright & Associates | 0.94% | Reduce -50.7% | 27,885 | $5.6M |
| Dorsey & Whitney Trust CO LLC | 0.26% | No change | 27,175 | $5.4M |
| NDWM LLC | 3.17% | Add +6.7% | 26,976 | $5.4M |
| Per Stirling Capital Management, LLC. | 0.51% | Add +48.7% | 26,922 | $5.4M |
| AQR Capital Management | 0.00% | Add +55.2% | 26,149 | $5.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +0.5% | 26,129 | $5.2M |
| Tower Research Capital LLC (TRC) | 0.13% | New | 26,061 | $5.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -1.9% | 25,779 | $5.2M |
| Avantax Planning Partners, Inc. | 0.12% | Reduce -2.1% | 25,037 | $5.0M |
| Valued Retirements, Inc. | 4.46% | Add +8.9% | 24,858 | $5.0M |
| Cavalier Investments, LLC | 1.82% | New | 24,748 | $4.9M |
| Jackson Thornton Wealth Management, LLC | 0.39% | Reduce -13.1% | 24,537 | $4.9M |
| Compass Financial Management LLC | 0.59% | — | 24,041 | $4.8M |
| Keystone Global Partners, LLC | 1.78% | Add +22.2% | 23,420 | $4.7M |
| Truist Financial Corp. | 0.01% | Add +128.8% | 23,173 | $4.6M |
| Savant Capital, LLC | 0.01% | Reduce -0.1% | 23,024 | $4.6M |
| Gilpin Wealth Management, LLC | 3.16% | Reduce -38.7% | 22,840 | $4.6M |
| Bank of Montreal | 0.00% | Add +4.7% | 22,785 | $4.6M |
| EP Wealth Advisors, LLC | 0.02% | Add +0.4% | 22,158 | $4.4M |
| Quadrature Capital Ltd | 0.04% | New | 21,785 | $4.4M |
| Apex Wealth Management, LLC | 2.64% | Add +0.6% | 21,633 | $4.3M |
| Composition Wealth, LLC | 0.05% | Reduce -24.7% | 21,618 | $4.3M |
| GeoWealth Management, LLC | 0.13% | Add +333.3% | 21,440 | $4.3M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -16.0% | 21,113 | $4.2M |
| Eq LLC | 1.03% | Reduce -6.4% | 21,062 | $4.2M |
| Trilogy Capital Inc. | 0.16% | Reduce -4.7% | 20,761 | $4.1M |
| HRT Financial LP | 0.01% | Add +86.8% | 20,298 | $4.1M |
| Sax Wealth Advisors, LLC | 0.16% | Reduce -2.4% | 28,410 | $4.0M |
| Baron Silver Stevens Financial Advisors, LLC | 0.51% | Reduce -8.2% | 20,201 | $4.0M |
| McAdam, LLC | 0.15% | Add +6.9% | 19,930 | $4.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.8% | 20,332 | $4.0M |
| Capital Investment Advisors, LLC | 0.05% | Add +53.0% | 19,475 | $3.9M |
| Synergy Asset Management, LLC | 0.36% | Add +416.2% | 19,244 | $3.8M |
| Cannon Financial Strategists, Inc. | 0.43% | Add +0.3% | 18,831 | $3.8M |
| Q3 Asset Management | 0.69% | New | 18,830 | $3.8M |
| Juncture Wealth Strategies, LLC | 0.95% | New | 18,364 | $3.7M |
| Eagle Strategies LLC | 0.36% | Add +0.7% | 18,019 | $3.6M |
| Arax Advisory Partners | 0.02% | Add +1023.5% | 17,571 | $3.5M |
| Atria Investments, Inc | 0.04% | Reduce -5.6% | 17,467 | $3.5M |
| Genus Capital Management Inc. | 0.34% | Reduce -0.2% | 17,354 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +2.1% | 17,244 | $3.4M |
| SteelPeak Wealth, LLC | 0.09% | Reduce -2.7% | 17,089 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -1.7% | 17,040 | $3.4M |
| Magnolia Capital Advisors LLC | 0.58% | Add +0.4% | 16,962 | $3.4M |
| Dynasty Wealth Management, LLC | 0.02% | Add +2.9% | 16,155 | $3.2M |
| JDH Wealth Management, LLC | 1.96% | Reduce -3.5% | 16,094 | $3.2M |
| Absolute Capital Management, LLC | 0.77% | Reduce -16.6% | 15,534 | $3.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Reduce -28.8% | 15,125 | $3.0M |
| Caliber Wealth Management, LLC / KS | 0.29% | Add +0.0% | 15,078 | $3.0M |
| MA Private Wealth | 0.45% | Add +0.8% | 14,951 | $3.0M |
| MorganRosel Wealth Management, LLC | 1.01% | Reduce -1.9% | 14,925 | $3.0M |
| Ashton Thomas Private Wealth, LLC | 0.06% | No change | 14,795 | $3.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +100.5% | 14,685 | $2.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -13.4% | 14,649 | $2.9M |
| Regatta Research & Money Management | 2.74% | — | 14,530 | $2.9M |
| Farther Finance Advisors, LLC | 0.02% | Reduce -2.2% | 14,070 | $2.8M |
| Saxon Interests, Inc. | 0.76% | Reduce -3.1% | 13,828 | $2.8M |
| 10Elms LLP | 1.23% | Reduce -1.6% | 13,727 | $2.7M |
| Arkadios Wealth Advisors | 0.04% | Reduce -24.2% | 13,688 | $2.7M |
| NorthRock Partners, LLC | 0.04% | Reduce -26.0% | 13,594 | $2.7M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -2.0% | 13,360 | $2.7M |
| Harbour Investments, Inc. | 0.04% | Add +19.3% | 13,181 | $2.6M |
| COFG Advisors, LLC | 0.45% | Add +9.4% | 12,972 | $2.6M |
| NewEdge Advisors, LLC | 0.01% | Add +34.8% | 12,922 | $2.6M |
| Swmg, LLC | 0.61% | Add +0.9% | 13,181 | $2.6M |
| Claris Advisors, LLC / Mo / | 0.67% | Reduce -0.2% | 12,798 | $2.6M |
| Hilltop Holdings Inc. | 0.21% | Reduce -6.7% | 12,784 | $2.6M |
| Flow Traders U.S. LLC | 0.11% | New | 12,741 | $2.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.12% | Add +7.8% | 12,559 | $2.5M |
| NCM Capital Management, LLC | 0.76% | Reduce -0.4% | 12,376 | $2.5M |
| Simon Quick Advisors, LLC | 0.10% | Reduce -0.0% | 12,216 | $2.4M |
| US Bancorp \de | 0.00% | Reduce -5.5% | 12,121 | $2.4M |
| Warner Financial, Inc. | 0.69% | Add +0.1% | 11,742 | $2.3M |
| Jump Financial, LLC | 0.02% | New | 11,609 | $2.3M |
| Financial & Tax Architects, LLC | 0.49% | Reduce -27.5% | 11,575 | $2.3M |
| Petra Financial Advisors Inc. | 1.07% | Add +29.2% | 11,548 | $2.3M |
| SageView Advisory Group, LLC | 0.07% | Add +0.2% | 11,444 | $2.3M |
| Creative Financial Designs Inc. | 0.11% | Add +4692.4% | 11,358 | $2.3M |
| Beaird Harris Wealth Management, LLC | 0.14% | Reduce -12.0% | 11,332 | $2.3M |
| Keystone Financial Group, Inc. | 1.18% | Add +0.3% | 11,234 | $2.2M |
| Assetmark, Inc. | 0.00% | Reduce -1.9% | 11,226 | $2.2M |
| Haverford Trust Co | 0.02% | Reduce -11.4% | 11,112 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Add +3.1% | 10,839 | $2.2M |
| Westview Management dba Westview Investment Advisors | 0.99% | Reduce -3.1% | 10,081 | $2.0M |
| Client 1ST Advisory Group, LLC | 0.54% | No change | 10,057 | $2.0M |
| Ascent Group, LLC | 0.06% | Reduce -8.2% | 10,003 | $2.0M |
| WBH Advisory Inc. | 0.13% | Reduce -26.2% | 9,888 | $2.0M |
| RHS Financial, LLC | 0.80% | Reduce -0.2% | 9,869 | $2.0M |
| LS Investment Advisors, LLC | 0.27% | Reduce -2.0% | 9,859 | $2.0M |
| Savvy Advisors, Inc. | 0.04% | Add +18.5% | 9,697 | $1.9M |
| Physician Wealth Advisors, Inc. | 0.23% | Add +0.9% | 9,673 | $1.9M |
| Steelhead Wealth Management LLC | 0.76% | Add +8.7% | 9,492 | $1.9M |
| OMNI 360 Wealth, Inc. | 0.88% | Add +5.4% | 9,482 | $1.9M |
| Almanack Investment Partners, LLC. | 0.24% | Add +0.4% | 9,454 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.07% | Add +0.1% | 9,423 | $1.9M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.9% | 9,173 | $1.8M |
| Keybank National Association | 0.01% | Reduce -4.2% | 9,029 | $1.8M |
| Russell Investments Group, Ltd. | 0.00% | Add +1.4% | 8,978 | $1.8M |
| Diversified Trust Co. | 0.03% | Reduce -20.5% | 8,886 | $1.8M |
| Citigroup Inc. | 0.00% | Add +91.3% | 8,863 | $1.8M |
| Blair William & Co. | 0.00% | Add +0.9% | 8,670 | $1.7M |
| Fifth Third Bancorp | 0.00% | Reduce -8.5% | 8,431 | $1.7M |
| Axxcess Wealth Management, LLC | 0.03% | Add +97.2% | 7,871 | $1.6M |
| Brookstone Capital Management | 0.02% | Add +7.7% | 7,822 | $1.6M |
| Vision Capital Management, Inc. | 0.18% | Reduce -9.4% | 7,778 | $1.6M |
| Heirloom Wealth Management | 0.22% | No change | 7,743 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +25.1% | 7,598 | $1.5M |
| Fiduciary Financial Advisors | 0.15% | New | 7,578 | $1.5M |
| Invst, LLC | 0.15% | Reduce -6.3% | 7,576 | $1.5M |
| Traveka Wealth, LLC | 0.50% | Reduce -0.7% | 7,475 | $1.5M |
| United Capital Financial Advisors, LLC | 0.01% | Add +4.0% | 7,205 | $1.4M |
| Silver Oak Securities, Incorporated | 0.08% | New | 6,920 | $1.4M |
| Kovack Advisors, Inc. | 0.07% | Add +322.2% | 6,950 | $1.4M |
| Power Wealth Management LLC | 0.47% | New | 6,891 | $1.4M |
| Avant Capital LLC | 0.85% | Reduce -2.8% | 6,823 | $1.4M |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.6% | 6,776 | $1.4M |
| World Investment Advisors | 0.02% | Reduce -26.1% | 6,841 | $1.3M |
| Simplicity Wealth,LLC | 0.04% | Add +0.7% | 6,671 | $1.3M |
| Inspire Advisors, LLC | 0.09% | Add +59.4% | 6,548 | $1.3M |
| Greenleaf Trust | 0.01% | No change | 6,525 | $1.3M |
| Advyzon Investment Management, LLC | 0.09% | Add +185.6% | 6,482 | $1.3M |
| MB Generational Wealth, LLC | 0.63% | No change | 6,410 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.4% | 6,349 | $1.3M |
| UMB Bank, n.a. | 0.02% | Reduce -5.0% | 6,318 | $1.3M |
| Legacy Wealth Managment, LLC | 0.52% | Add +524.2% | 6,298 | $1.3M |
| Summit Wealth Group, LLC | 0.26% | Reduce -8.0% | 6,271 | $1.3M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -21.1% | 6,220 | $1.2M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +10.3% | 6,174 | $1.2M |
| Wedbush Securities Inc. | 0.03% | Reduce -5.8% | 6,189 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -5.8% | 6,108 | $1.2M |
| Insigneo Advisory Services, LLC | 0.05% | Add +3.1% | 6,055 | $1.2M |
| KPP Advisory Services LLC | 0.15% | Reduce -0.4% | 6,053 | $1.2M |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.3% | 6,159 | $1.2M |
| San Luis Wealth Advisors LLC | 0.18% | Reduce -10.4% | 5,938 | $1.2M |
| First Citizens Financial Corp | 0.49% | Add +23.2% | 5,907 | $1.2M |
| Noble Wealth Management PBC | 0.53% | Reduce -9.5% | 5,839 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Add +4.7% | 5,817 | $1.2M |
| Darden Wealth Group Inc | 0.46% | Reduce -0.7% | 5,811 | $1.2M |
| &partners | 0.00% | Add +10.1% | 5,805 | $1.2M |
| Belvedere Trading LLC | 0.09% | Add +1485.3% | 5,612 | $1.1M |
| Leavell Investment Management, Inc. | 0.04% | Add +2.2% | 5,610 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | — | 5,541 | $1.1M |
| Lanark Financial, Inc. | 0.07% | Add +811.4% | 5,532 | $1.1M |
| West Wealth Group, LLC | 0.18% | Add +0.4% | 5,511 | $1.1M |
| Keystone Wealth Services, LLC | 0.20% | Add +0.0% | 5,490 | $1.1M |
| VestGen Advisors, LLC | 0.03% | Reduce -3.5% | 5,443 | $1.1M |
| Flputnam Investment Management Co. | 0.01% | Reduce -0.9% | 5,467 | $1.1M |
| Awm Capital, LLC | 0.08% | Add +0.3% | 5,307 | $1.1M |
| VestGen Investment Management | 0.56% | Reduce -0.1% | 5,286 | $1.1M |
| Optivise Advisory Services LLC | 0.53% | New | 5,272 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +0.6% | 5,147 | $1.0M |
| NorthCoast Asset Management LLC | 0.02% | No change | 5,145 | $1.0M |
| GTS Securities LLC | 0.02% | Reduce -79.0% | 5,138 | $1.0M |
| Cypress Wealth Services, LLC | 0.12% | Reduce -1.3% | 5,056 | $1.0M |
| Breakwater Capital Group | 0.12% | Reduce -7.4% | 5,042 | $1.0M |
| Vise Technologies, Inc. | 0.01% | Add +10.0% | 5,024 | $1.0M |
| Ariadne Wealth Management, LP | 0.44% | Add +0.1% | 4,935 | $986K |
| Stratos Wealth Advisors, LLC | 0.05% | Reduce -1.2% | 4,755 | $950K |
| Carrera Capital Advisors | 0.14% | Reduce -2.8% | 4,686 | $936K |
| Regal Investment Advisors LLC | 0.05% | Reduce -5.0% | 4,647 | $928K |
| Family Manage LLC | 0.10% | Reduce -86.5% | 4,630 | $925K |
| Squire Investment Management Company, LLC | 0.22% | Reduce -15.1% | 4,616 | $922K |
| Innovative Wealth Building LLC | 0.54% | Reduce -6.0% | 4,612 | $922K |
| Bank of New York Mellon Corp | 0.00% | Reduce -92.6% | 4,559 | $911K |
| One Wealth Advisors, LLC | 0.10% | Reduce -16.8% | 4,493 | $898K |
| Vertex Planning Partners, LLC | 0.13% | Add +47.3% | 4,485 | $896K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.9% | 4,484 | $896K |
| Tranquility Partners, LLC | 0.30% | Reduce -0.3% | 4,413 | $882K |
| Brown Miller Wealth Management, LLC | 0.21% | Add +7.0% | 4,271 | $853K |
| Fifth Third Securities, Inc. | 0.05% | New | 4,242 | $848K |
| Itau Unibanco Holding S.A. | 0.02% | New | 4,241 | $847K |
| Waverly Advisors, LLC | 0.00% | Reduce -9.8% | 4,201 | $839K |
| Syntax Research, Inc. | 0.61% | Reduce -92.7% | 4,164 | $832K |
| McKinley Carter Wealth Services, Inc. | 0.04% | No change | 4,108 | $821K |
| Accredited Investors Inc. | 0.04% | Reduce -37.2% | 4,098 | $819K |
| Yukon Wealth Management, Inc. | 0.23% | Add +29.8% | 4,074 | $814K |
| Cyndeo Wealth Partners, LLC | 0.04% | Add +3.4% | 4,047 | $809K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +50.6% | 4,034 | $806K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +10.5% | 4,028 | $805K |
| Strategic Equity Management | 0.27% | Reduce -3.6% | 4,025 | $804K |
| Prospera Financial Services Inc | 0.01% | Add +28.3% | 3,997 | $799K |
| FLC Capital Advisors | 0.13% | No change | 3,996 | $798K |
| Pinnacle Financial Partners, Inc. | 0.01% | Add +0.3% | 3,980 | $795K |
| Pflug Koory, LLC | 0.32% | No change | 3,951 | $789K |
| JGP Wealth Management, LLC | 0.07% | Add +39.6% | 3,866 | $772K |
| Archvest Wealth Advisors, Inc. | 0.44% | No change | 3,806 | $760K |
| Symphony Financial, Ltd. Co. | 0.08% | Add +0.3% | 3,786 | $760K |
| Two Sigma Securities, LLC | 0.07% | New | 3,788 | $757K |
| Legacy Capital Group California, Inc. | 0.23% | Add +37.0% | 3,781 | $755K |
| Cibc World Market Inc. | 0.00% | Add +77.2% | 3,755 | $750K |
| Integrity Advisory Solutions, LLC | 0.08% | Add +1.9% | 3,709 | $741K |
| Choreo, LLC | 0.01% | Reduce -1.0% | 3,686 | $737K |
| Stokes Family Office, LLC | 0.09% | Reduce -1.7% | 3,673 | $734K |
| S&T Bank | 0.22% | No change | 3,647 | $729K |
| Bell Investment Advisors, Inc | 0.11% | Reduce -1.6% | 3,641 | $727K |
| Apella Capital, LLC | 0.01% | Add +0.7% | 3,787 | $727K |
| Guerra Pan Advisors, LLC | 0.40% | No change | 3,611 | $722K |
| Napier Financial, LLC | 0.15% | Reduce -7.9% | 3,584 | $716K |
| IFG Advisory, LLC | 0.03% | New | 3,566 | $713K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.5% | 3,559 | $711K |
| Strategic Blueprint, LLC | 0.04% | Add +0.7% | 3,538 | $707K |
| Snowden Capital Advisors LLC | 0.02% | Add +31.9% | 3,527 | $705K |
| JT Stratford LLC | 0.08% | Add +10.1% | 3,519 | $703K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -0.2% | 3,508 | $701K |
| Galvin, Gaustad & Stein, LLC | 0.05% | Reduce -0.3% | 3,452 | $690K |
| Friday Financial | 0.18% | No change | 3,568 | $685K |
| Advisory Solutions Group, LLC | 0.23% | — | 3,420 | $683K |
| Lunt Capital Management, Inc. | 0.25% | No change | 3,396 | $679K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.2% | 3,391 | $678K |
| Strategic Financial Services, Inc. | 0.03% | No change | 3,390 | $677K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -1.3% | 3,305 | $660K |
| IHT Wealth Management, LLC | 0.01% | Reduce -3.9% | 3,288 | $657K |
| BostonPremier Wealth LLC | 0.28% | Reduce -3.8% | 3,281 | $656K |
| Richard P Slaughter Associates Inc | 0.13% | Reduce -3.1% | 3,263 | $652K |
| GEM Asset Management, LLC | 0.25% | No change | 3,185 | $636K |
| Advisory Services Network, LLC | 0.01% | Reduce -83.1% | 3,145 | $628K |
| Acropolis Investment Management, LLC | 0.02% | No change | 3,135 | $626K |
| Moneywise, Inc. | 0.23% | Reduce -3.9% | 3,095 | $618K |
| Principal Securities, Inc. | 0.01% | Reduce -1.3% | 3,093 | $618K |
| Apeiron RIA LLC | 0.16% | Reduce -49.3% | 3,082 | $616K |
| Sigma Planning Corp | 0.02% | Add +13.5% | 3,057 | $611K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +4.9% | 3,150 | $608K |
| Montecito Bank & Trust | 0.09% | Reduce -7.3% | 3,028 | $605K |
| Strategic Investment Management, LLC | 0.21% | No change | 3,000 | $599K |
| Rossby Financial, LCC | 0.11% | Add +486.9% | 2,999 | $599K |
| Driehaus Capital Management LLC | 0.00% | No change | 2,962 | $592K |
| Goldstein Advisors, LLC | 0.05% | No change | 2,958 | $591K |
| Cedarwood Wealth LLC | 0.45% | Reduce -3.1% | 2,956 | $591K |
| Brand Asset Management Group, Inc. | 0.13% | New | 2,948 | $589K |
| Shared Vision Wealth Group LLC | 0.20% | Add +1.1% | 2,930 | $585K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +20.2% | 2,926 | $585K |
| Kaufman Rossin Wealth, LLC | 0.27% | Reduce -13.4% | 2,917 | $569K |
| First Citizens Bank & Trust Co. | 0.01% | Reduce -1.8% | 2,847 | $569K |
| HUB Investment Partners, LLC | 0.01% | Add +0.3% | 2,829 | $565K |
| Signal Advisors Wealth, LLC | 0.03% | New | 2,812 | $562K |
| Quantbot Technologies LP | 0.02% | New | 2,791 | $558K |
| Community Bank, N.A. | 0.06% | No change | 2,788 | $557K |
| Magnus Financial Group LLC | 0.04% | Add +4.8% | 2,788 | $557K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -15.6% | 2,777 | $555K |
| RFG Advisory, LLC | 0.01% | Reduce -50.9% | 2,734 | $546K |
| Bokf, NA | 0.01% | New | 2,725 | $544K |
| Quantinno Capital Management LP | 0.00% | Add +11.6% | 2,696 | $539K |
| Sugar Maple Asset Management, LLC | 0.35% | No change | 2,685 | $536K |
| First Financial Bankshares Inc | 0.01% | Reduce -1.6% | 2,680 | $535K |
| Diversified Enterprises, LLC | 0.03% | Reduce -16.5% | 2,676 | $535K |
| Trust Co. of Toledo NA | 0.04% | Add +2.5% | 2,669 | $533K |
| Shelter Mutual Insurance Co | 0.11% | No change | 2,657 | $531K |
| Quantum Portfolio Management LLC | 0.19% | New | 2,648 | $529K |
| Taylor & Morgan Wealth Management, LLC | 0.26% | Add +0.3% | 2,646 | $529K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 2,622 | $524K |
| Independent Financial Group, LLC | 0.01% | Reduce -11.3% | 2,582 | $516K |
| W Advisors, LLC | 0.23% | Add +0.0% | 2,552 | $510K |
| Smithfield Trust Co | 0.02% | Reduce -8.2% | 2,536 | $506K |
| Fortis Capital Management LLC | 0.06% | No change | 2,521 | $504K |
| Confluence Wealth Services, Inc. | 0.01% | No change | 2,508 | $501K |
| AlTi Global, Inc. | 0.01% | No change | 2,508 | $501K |
| Level Four Advisory Services, LLC | 0.01% | Add +3.3% | 2,464 | $492K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -9.1% | 2,430 | $485K |
| Barnes Wealth Management Group, Inc | 0.22% | Reduce -0.9% | 2,427 | $485K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -26.4% | 2,423 | $484K |
| BCGM Wealth Management, LLC | 0.10% | Add +0.2% | 2,413 | $482K |
| Clearwater Capital Advisors, LLC | 0.03% | Reduce -8.5% | 2,356 | $471K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 2,351 | $470K |
| Fischer Investment Strategies, LLC | 0.22% | Reduce -2.5% | 2,310 | $462K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +14.0% | 2,290 | $458K |
| Mattern Capital Management, LLC | 0.05% | Reduce -9.7% | 2,245 | $449K |
| Hengehold Capital Management LLC | 0.03% | Reduce -3.9% | 2,236 | $447K |
| Index Technologies Group LLC | 0.35% | New | 2,175 | $435K |
| Sowell Financial Services LLC | 0.01% | Add +4.3% | 2,142 | $428K |
| Fairvoy Private Wealth, LLC | 0.09% | Add +8.4% | 2,135 | $427K |
| MAI Capital Management | 0.00% | Add +35.5% | 2,128 | $425K |
| Foundry Financial Group, Inc. | 0.18% | Reduce -33.2% | 2,108 | $421K |
| Krilogy Financial LLC | 0.01% | Reduce -0.1% | 2,108 | $421K |
| AE Wealth Management LLC | 0.00% | Add +47.7% | 2,105 | $421K |
| ONE Advisory Partners, LLC | 0.11% | Reduce -20.5% | 2,093 | $418K |
| American Money Management, LLC | 0.06% | No change | 2,084 | $416K |
| Stonebrook Private Inc. | 0.08% | Reduce -7.9% | 2,063 | $412K |
| Goldstone Financial Group, LLC | 0.04% | New | 2,050 | $410K |
| Bessemer Group Inc. | 0.00% | Reduce -19.3% | 2,030 | $406K |
| OakTrust Wealth Advisors, LLC | 0.35% | Add +0.4% | 2,025 | $405K |
| Eldridge Investment Advisors, Inc. | 0.08% | No change | 2,010 | $402K |
| Sentinel Advisory Group, LLC | 0.16% | Reduce -3.1% | 2,004 | $400K |
| Silverlake Wealth Management LLC | 0.08% | Reduce -30.6% | 2,001 | $400K |
| PMG Wealth Management, Inc. | 0.25% | No change | 2,000 | $400K |
| Signet Private Wealth LLC | 0.31% | Add +24.0% | 1,966 | $393K |
| Nova R Wealth, Inc. | 0.11% | Reduce -1.9% | 1,950 | $390K |
| WealthTrust Axiom LLC | 0.09% | No change | 1,930 | $386K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -2.8% | 1,918 | $383K |
| Keeler & Nadler Financial Planning & Wealth Management | 0.11% | Add +0.3% | 1,912 | $382K |
| WealthPlan Investment Management, LLC | 0.02% | No change | 1,897 | $379K |
| Wall Capital Group, Inc. | 0.30% | Add +0.4% | 1,862 | $372K |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.7% | 1,848 | $369K |
| Greykasell Wealth Strategies, Inc. | 0.13% | Add +0.1% | 1,836 | $367K |
| Two West Capital Advisors LLC | 0.18% | Reduce -12.2% | 1,922 | $363K |
| Marino, Stram & Associates LLC | 0.06% | Add +0.1% | 1,815 | $363K |
| HMV Wealth Advisors, LLC | 0.14% | Reduce -7.4% | 1,811 | $362K |
| Alpha Omega Wealth Management LLC | 0.05% | Add +0.3% | 1,790 | $358K |
| Visionary Wealth Advisors | 0.01% | Add +9.9% | 1,759 | $351K |
| RDA Financial Network | 0.08% | Reduce -14.9% | 1,748 | $349K |
| Vilga Financial Planning LLC | 0.26% | No change | 1,730 | $346K |
| PFG Advisors | 0.02% | Reduce -73.7% | 1,717 | $343K |
| Fulcrum Equity Management | 0.28% | New | 1,713 | $342K |
| Atlas Legacy Advisors, LLC | 0.05% | Add +21.2% | 1,713 | $342K |
| Capital Group Private Client Services, Inc. | 0.00% | Reduce -2.8% | 1,711 | $342K |
| EPG Wealth Management LLC | 0.08% | Reduce -14.6% | 1,706 | $341K |
| Legacy Advisors, LLC | 0.03% | No change | 1,680 | $336K |
| Ethic Inc. | 0.00% | No change | 1,674 | $334K |
| Donaldson Capital Management, LLC | 0.01% | New | 1,670 | $334K |
| Compound Planning, Inc. | 0.01% | New | 1,667 | $333K |
| QRG Capital Management, Inc. | 0.00% | New | 1,665 | $333K |
| Triad Wealth Partners, LLC | 0.02% | New | 1,722 | $332K |
| Westbourne Investments, Inc. | 0.13% | No change | 1,641 | $328K |
| Tradition Wealth Management, LLC | 0.02% | New | 1,641 | $328K |
| Aspiring Ventures, LLC | 0.09% | Reduce -12.5% | 1,617 | $323K |
| Captrust Financial Advisors | 0.00% | Reduce -5.5% | 1,596 | $319K |
| Wealthgarden F.S. LLC | 0.18% | Reduce -45.6% | 1,594 | $319K |
| Financial Partners Group, Inc | 0.03% | Add +0.3% | 1,591 | $318K |
| Sharkey, Howes & Javer | 0.04% | Add +1.0% | 1,577 | $315K |
| CGN Advisors LLC | 0.02% | Reduce -65.1% | 1,567 | $313K |
| Modern Wealth Management, LLC | 0.00% | Add +6.3% | 1,549 | $309K |
| Apollon Financial, LLC | 0.04% | No change | 1,547 | $309K |
| Schrum Private Wealth Management LLC | 0.32% | Reduce -14.2% | 2,763 | $307K |
| Successful Portfolios LLC | 0.14% | Add +1.6% | 1,568 | $306K |
| Security Financial Services, INC. | 0.04% | Add +4.9% | 1,517 | $303K |
| Ieq Capital, LLC | 0.00% | No change | 1,514 | $303K |
| Chilton Investment Co. Inc. | 0.01% | No change | 1,500 | $300K |
| Brookwood Investment Group LLC | 0.03% | New | 1,475 | $295K |
| Transamerica Financial Advisors, LLC | 0.02% | Reduce -13.3% | 1,473 | $294K |
| Apollon Wealth Management, LLC | 0.00% | No change | 1,452 | $290K |
| Platform Wealth Management, LLC | 0.11% | — | 1,441 | $288K |
| 4J Wealth Management LLC | 0.14% | No change | 1,428 | $285K |
| Watershed Private Wealth LLC | 0.08% | New | 1,423 | $284K |
| 5T Wealth, LLC | 0.11% | No change | 1,420 | $284K |
| Investmark Advisory Group LLC | 0.11% | No change | 1,416 | $283K |
| United Advisor Group, LLC | 0.03% | Reduce -12.0% | 1,414 | $283K |
| TBH Global Asset Management, LLC | 0.05% | New | 1,407 | $281K |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +4.2% | 1,407 | $281K |
| Adamsbrown Wealth Consultants LLC | 0.05% | New | 1,405 | $281K |
| Avior Wealth Management, LLC | 0.01% | New | 1,403 | $280K |
| StoneX Group Inc. | 0.01% | New | 1,402 | $280K |
| Nicolet Bankshares Inc. | 0.01% | New | 1,400 | $280K |
| Flagship Private Wealth, LLC | 0.10% | New | 1,398 | $279K |
| Cora Capital Advisors LLC | 0.08% | New | 1,365 | $273K |
| Capital Advisors Inc. | 0.00% | New | 1,355 | $271K |
| GFS Advisors, LLC | 0.03% | New | 25 | $270K |
| BKM Wealth Management, LLC | 0.10% | Reduce -9.4% | 1,342 | $268K |
| Mgo One Seven LLC | 0.00% | New | 1,342 | $268K |
| Aspire Private Capital, LLC | 0.05% | New | 1,304 | $261K |
| Quartz Partners, LLC | 0.09% | New | 1,299 | $260K |
| Archer Investment Corp | 0.05% | No change | 1,283 | $256K |
| Golden Bell Financial Planning LLC | 0.19% | New | 1,276 | $255K |
| Fsa Wealth Partners, Inc. | 0.06% | New | 1,273 | $254K |
| Brady Martz Wealth Solutions, LLC | 0.04% | New | 1,266 | $253K |
| Perigon Wealth Management, LLC | 0.00% | New | 1,264 | $253K |
| Private Trust Co. NA | 0.02% | Add +24.9% | 1,260 | $252K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -0.4% | 1,311 | $251K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -13.9% | 1,253 | $250K |
| Sweeney & Michel, LLC | 0.07% | New | 1,257 | $248K |
| Summit Financial, LLC | 0.00% | New | 1,241 | $248K |
| Entelevest, LLC | 0.22% | New | 1,231 | $246K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | New | 1,227 | $245K |
| Coastwise Capital Group, LLC | 0.14% | New | 1,221 | $244K |
| Crusonia Wealth Advisors LLC | 0.04% | New | 1,214 | $243K |
| Northwest Wealth Management, LLC | 0.03% | New | 1,210 | $242K |
| Planned Solutions, Inc. | 0.07% | New | 1,208 | $241K |
| GWN Securities Inc. | 0.04% | New | 1,202 | $240K |
| Capstone Wealth Management, LLC | 0.11% | New | 1,202 | $240K |
| Traynor Capital Management, Inc. | 0.01% | New | 1,201 | $240K |
| Csenge Advisory Group | 0.01% | New | 1,200 | $240K |
| Victory Financial Group, LLC | 0.03% | New | 1,195 | $239K |
| Plancorp, LLC | 0.01% | New | 1,228 | $238K |
| Pathstone Holdings, LLC | 0.00% | New | 1,188 | $237K |
| Northwest Wealth Advisors, LLC | 0.13% | New | 1,175 | $235K |
| NBT Bank, N.A. | 0.02% | Reduce -4.5% | 1,159 | $232K |
| Manning & Napier Advisors LLC | 0.00% | No change | 1,157 | $231K |
| Buck Wealth Strategies, LLC | 0.02% | New | 1,156 | $231K |
| Asset One Wealth Management LLC | 0.02% | New | 1,200 | $230K |
| Seelaus Asset Management LLC | 0.16% | New | 1,143 | $228K |
| Atticus Wealth Management, LLC | 0.05% | New | 1,137 | $227K |
| Portside Wealth Group, LLC | 0.03% | New | 1,136 | $227K |
| Millennium Management | 0.00% | Reduce -90.9% | 1,130 | $226K |
| Vaquero Private Wealth, Ltd. | 0.05% | — | 1,120 | $224K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,116 | $223K |
| TD Capital Management LLC | 0.02% | Reduce -9.9% | 1,102 | $220K |
| OneAscent Family Office, LLC | 0.11% | New | 1,100 | $220K |
| Transcend Capital Advisors, LLC | 0.01% | New | 1,098 | $219K |
| Klingman & Associates, LLC | 0.01% | New | 1,097 | $219K |
| Wetzel Investment Advisors, Inc. | 0.08% | New | 1,092 | $218K |
| Selective Wealth Management, Inc. | 0.06% | New | 1,146 | $217K |
| IPG Investment Advisors LLC | 0.03% | New | 1,065 | $213K |
| IAM Advisory, LLC | 0.04% | New | 1,063 | $212K |
| Valmark Advisers, Inc. | 0.00% | New | 1,060 | $212K |
| Conservest Capital Advisors, Inc. | 0.02% | New | 1,047 | $209K |
| Succession Financial, Inc. | 0.20% | — | 1,041 | $208K |
| RMG Wealth Management LLC | 0.02% | No change | 1,035 | $207K |
| Oppenheimer & Co. Inc. | 0.00% | New | 1,027 | $205K |
| Expressive Wealth LLC | 0.19% | New | 1,019 | $204K |
| Tempo Wealth, LLC | 0.03% | New | 1,018 | $203K |
| XTX Topco Ltd | 0.00% | Reduce -88.9% | 1,010 | $202K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,001 | $200K |
| Raleigh Capital Management Inc. | 0.06% | Add +30.2% | 983 | $196K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -17.5% | 973 | $194K |
| Delos Wealth Advisors, LLC | 0.10% | No change | 942 | $188K |
| Mather Group, Llc. | 0.00% | No change | 933 | $186K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +435.0% | 856 | $171K |
| Vanguard Advisers Inc. | 0.00% | Add +23.6% | 849 | $170K |
| Lavaca Capital LLC | 0.02% | Add +79.8% | 827 | $165K |
| Capital Analysts, LLC | 0.00% | Add +45.4% | 814 | $163K |
| CoreFirst Bank & Trust | 0.08% | No change | 802 | $160K |
| Clearstead Trust, LLC | 0.02% | No change | 780 | $156K |
| Barclays PLC | 0.00% | Add +85.7% | 780 | $156K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -59.6% | 779 | $156K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 738 | $147K |
| Realta Investment Advisors | 0.04% | No change | 717 | $143K |
| First Command Advisory Services, Inc. | 0.00% | No change | 710 | $142K |
| Biltmore Family Office, LLC | 0.02% | Reduce -15.6% | 675 | $135K |
| Rothschild Investment LLC | 0.01% | No change | 667 | $133K |
| FAS Wealth Partners, Inc. | 0.01% | Add +1.9% | 595 | $119K |
| Steigerwald, Gordon & Koch Inc. | 0.01% | No change | 594 | $119K |
| Hilton Head Capital Partners, LLC | 0.06% | No change | 574 | $115K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 550 | $110K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 519 | $104K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -14.0% | 516 | $103K |
| Caitlin John, LLC | 0.06% | Add +5555.6% | 509 | $102K |
| International Assets Investment Management, LLC | 0.01% | Add +31.4% | 465 | $91K |
| Westfuller Advisors, LLC | 0.03% | Add +137.2% | 427 | $85K |
| Financial Network Wealth Advisors LLC | 0.08% | Add +19.6% | 414 | $83K |
| Spire Wealth Management | 0.00% | Add +2.0% | 404 | $81K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -55.8% | 395 | $79K |
| Chilton Capital Management LLC | 0.00% | No change | 386 | $77K |
| Smartleaf Asset Management LLC | 0.00% | No change | 368 | $74K |
| Blue Trust, Inc. | 0.00% | No change | 362 | $72K |
| Simplex Trading, LLC | 0.00% | Add +60.7% | 360 | $72K |
| CoreCap Advisors, LLC | 0.00% | Reduce -0.6% | 342 | $68K |
| Allworth Financial LP | 0.00% | Add +200.9% | 337 | $67K |
| Tucker Asset Management LLC | 0.02% | Reduce -20.6% | 336 | $67K |
| SHP Wealth Management | 0.00% | Add +0.3% | 335 | $67K |
| IMA Advisory Services, Inc. | 0.00% | New | 318 | $64K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 279 | $56K |
| Commonwealth Retirement Investments LLC | 0.01% | New | 263 | $53K |
| Harbor Asset Planning, Inc. | 0.04% | New | 245 | $49K |
| Key Financial Inc | 0.01% | Add +0.4% | 245 | $49K |
| Southern Michigan Bank & Trust | 0.02% | Add +50.9% | 240 | $48K |
| New Republic Capital, LLC | 0.01% | No change | 224 | $45K |
| Asset Dedication, LLC | 0.00% | Add +118.6% | 223 | $45K |
| GAMMA Investing LLC | 0.00% | Add +61.4% | 205 | $41K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 188 | $38K |
| Signature Equity Partners, LLC | 0.02% | Reduce -4.1% | 187 | $37K |
| Morling Financial Advisors, LLC | 0.01% | New | 181 | $36K |
| Independence Bank of Kentucky | 0.00% | No change | 176 | $35K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 175 | $35K |
| Abound Wealth Management | 0.01% | No change | 167 | $33K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -4.0% | 166 | $33K |
| Crewe Advisors LLC | 0.00% | No change | 165 | $33K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 164 | $33K |
| Continuum Advisory, LLC | 0.00% | New | 159 | $32K |
| Vision Retirement, LLC | 0.01% | Reduce -8.1% | 158 | $32K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 158 | $32K |
| High Point Wealth Management, LLC | 0.03% | Add +21.5% | 158 | $31K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 150 | $30K |
| Concord Wealth Partners | 0.00% | New | 147 | $29K |
| Ancora Advisors LLC | 0.00% | No change | 145 | $29K |
| Westside Investment Management, Inc. | 0.00% | No change | 145 | $29K |
| Sittner & Nelson, LLC | 0.01% | No change | 138 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +13.3% | 136 | $27K |
| Tompkins Financial Corp. | 0.00% | No change | 128 | $26K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 119 | $24K |
| Gables Capital Management Inc. | 0.01% | No change | 115 | $23K |
| Founders Financial Alliance, LLC | 0.00% | No change | 115 | $23K |
| Trust Co | 0.00% | New | 115 | $23K |
| Versant Capital Management, Inc | 0.00% | Add +21.7% | 101 | $20K |
| MTM Investment Management, LLC | 0.01% | No change | 98 | $20K |
| Holos Integrated Wealth LLC | 0.01% | No change | 102 | $20K |
| Millstone Evans Group, LLC | 0.01% | No change | 97 | $19K |
| Bogart Wealth, LLC | 0.00% | No change | 94 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -7.8% | 83 | $17K |
| Oakworth Capital, Inc. | 0.00% | New | 81 | $16K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 68 | $14K |
| Bravera Wealth | 0.01% | No change | 65 | $13K |
| Planning Strategies Inc. | 0.01% | — | 59 | $12K |
| CVA Family Office, LLC | 0.00% | No change | 56 | $11K |
| Orion Capital Management LLC | 0.00% | New | 55 | $11K |
| Measured Wealth Private Client Group, LLC | 0.00% | No change | 54 | $11K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 52 | $10K |
| Park Place Capital Corp | 0.00% | Reduce -47.5% | 52 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | New | 51 | $10K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 50 | $10K |
| TIAA Wealth Investment Management LLC | 0.00% | New | 48 | $10K |
| Montag A & Associates Inc. | 0.00% | New | 48 | $10K |
| Tidemark, LLC | 0.00% | No change | 47 | $9K |
| WPG Advisers, LLC | 0.00% | Add +5.0% | 42 | $8K |
| St Germain D J Co. Inc. | 0.00% | No change | 41 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 39 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 38 | $8K |
| Robinswood Financial LLC | 0.00% | No change | 38 | $8K |
| Hollencrest Capital Management | 0.00% | No change | 36 | $7K |
| Ameriflex Group, Inc. | 0.00% | No change | 36 | $7K |
| Mosley Wealth Management | 0.00% | Reduce -82.5% | 35 | $7K |
| HighMark Wealth Management LLC | 0.00% | No change | 35 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 34 | $7K |
| WealthShield Partners, LLC | 0.00% | Reduce -2.9% | 34 | $7K |
| Tsfg, LLC | 0.00% | No change | 32 | $6K |
| Larson Financial Group LLC | 0.00% | No change | 29 | $6K |
| Rialto Wealth Management, LLC | 0.00% | No change | 28 | $6K |
| Atwood & Palmer Inc. | 0.00% | No change | 28 | $6K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 25 | $5K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 24 | $5K |
| Synergy Investment Management, LLC | 0.00% | No change | 24 | $5K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.00% | No change | 22 | $4K |
| NorthAvenue LLC | 0.00% | New | 22 | $4K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 19 | $4K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -87.4% | 17 | $3K |
| Institute for Wealth Management, LLC. | 0.00% | New | 12 | $2K |
| West Paces Advisors Inc. | 0.00% | New | 11 | $2K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 11 | $2K |
| Trust Co. of Vermont | 0.00% | — | 10 | $2K |
| Country Trust Bank | 0.00% | New | 9 | $2K |
| Key Capital Management, INC | 0.00% | No change | 7 | $1K |
| Citizens National Bank Trust Department | 0.00% | No change | 6 | $1K |
| Financial Perspectives, Inc | 0.00% | No change | 2 | $400 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 2 | $303 |
| Vision Financial Markets LLC | 0.00% | No change | 1 | $200 |
| TD Private Client Wealth LLC | 0.00% | No change | 1 | $138 |
"% 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.