CUSIP 46436E825
ISHARES TR
219 institutions · $824.9M total · 39,091,338 shares
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,394,527 | $74.5M | 8.68% | 2025-12-31 |
| 2 | MERCER GLOBAL ADVISORS INC /ADV | 1,965,283 | $43.1M | 5.02% | 2025-12-31 |
| 3 | TRUE Private Wealth Advisors | 1,934,809 | $42.5M | 4.94% | 2025-12-31 |
| 4 | Brookstone Capital Management | 1,728,453 | $37.9M | 4.42% | 2025-12-31 |
| 5 | RAYMOND JAMES FINANCIAL INC | 1,357,681 | $29.8M | 3.47% | 2025-12-31 |
| 6 | WELLS FARGO & COMPANY/MN | 1,234,219 | $27.1M | 3.15% | 2025-12-31 |
| 7 | BANK OF AMERICA CORP /DE/ | 1,215,248 | $26.7M | 3.10% | 2025-12-31 |
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1,055,383 | $23.2M | 2.69% | 2025-12-31 |
| 9 | Asset Advisors Investment Management, LLC | 1,044,998 | $22.9M | 2.67% | 2025-12-31 |
| 10 | UBS Group AG | 1,032,945 | $22.7M | 2.64% | 2025-12-31 |
| 11 | HENGEHOLD CAPITAL MANAGEMENT LLC | 1,000,620 | $22.0M | 2.55% | 2025-12-31 |
| 12 | STIFEL FINANCIAL CORP | 953,626 | $20.9M | 2.43% | 2025-12-31 |
| 13 | ATWOOD & PALMER INC | 927,395 | $20.4M | 2.37% | 2025-12-31 |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 891,589 | $19.6M | 2.28% | 2025-12-31 |
| 15 | Journey Advisory Group, LLC | 773,001 | $17.0M | 1.97% | 2025-12-31 |
| 16 | Denver PWM, LLC | 690,448 | $15.1M | 1.76% | 2025-12-31 |
| 17 | BENJAMIN EDWARDS INC | 684,410 | $15.0M | 1.75% | 2025-12-31 |
| 18 | MKT Advisors LLC | 597,803 | $13.1M | 1.52% | 2025-12-31 |
| 19 | LPL Financial LLC | 530,217 | $11.6M | 1.35% | 2025-12-31 |
| 20 | Legacy Private Trust Co. | 521,261 | $11.4M | 1.33% | 2025-12-31 |
| 21 | Wealth Management Strategies, Inc. | 512,315 | $11.2M | 1.31% | 2025-12-31 |
| 22 | Krilogy Financial LLC | 497,099 | $10.9M | 1.27% | 2025-12-31 |
| 23 | Stratos Wealth Partners, LTD. | 495,743 | $10.9M | 1.26% | 2025-12-31 |
| 24 | Probity Advisors, Inc. | 437,386 | $9.6M | 1.11% | 2025-12-31 |
| 25 | EIGHT 31 FINANCIAL, LLC | 432,713 | $9.5M | 1.10% | 2025-12-31 |
| 26 | NewEdge Advisors, LLC | 426,212 | $9.4M | 1.09% | 2025-12-31 |
| 27 | Waycross Investment Management Co | 424,860 | $9.3M | 1.08% | 2025-12-31 |
| 28 | SHELTON WEALTH MANAGEMENT, LLC | 397,661 | $8.7M | 1.01% | 2025-12-31 |
| 29 | Robertson Stephens Wealth Management, LLC | 348,128 | $7.6M | 0.89% | 2025-12-31 |
| 30 | D.A. DAVIDSON & CO. | 338,805 | $7.4M | 0.86% | 2025-12-31 |
| 31 | HM PAYSON & CO | 310,660 | $6.8M | 0.79% | 2025-12-31 |
| 32 | OSAIC HOLDINGS, INC. | 300,807 | $6.6M | 0.76% | 2025-12-31 |
| 33 | FAGAN ASSOCIATES, INC. | 296,288 | $6.5M | 0.75% | 2025-12-31 |
| 34 | SPRENG CAPITAL MANAGEMENT, INC. | 293,902 | $6.4M | 0.75% | 2025-12-31 |
| 35 | BlackRock, Inc. | 290,254 | $6.4M | 0.74% | 2025-12-31 |
| 36 | FORONJY FINANCIAL LLC | 289,347 | $6.3M | 0.74% | 2025-12-31 |
| 37 | REBALANCE, LLC | 255,822 | $5.6M | 0.65% | 2025-12-31 |
| 38 | CENTRAL TRUST Co | 252,167 | $5.5M | 0.64% | 2025-12-31 |
| 39 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 230,042 | $5.0M | 0.58% | 2025-12-31 |
| 40 | Stockman Wealth Management, Inc. | 223,717 | $4.9M | 0.57% | 2025-12-31 |
| 41 | AMERIPRISE FINANCIAL INC | 209,303 | $4.6M | 0.53% | 2025-12-31 |
| 42 | Belpointe Asset Management LLC | 188,555 | $4.1M | 0.48% | 2025-12-31 |
| 43 | Strategic Blueprint, LLC | 186,646 | $4.1M | 0.47% | 2025-09-30 |
| 44 | Baird Financial Group, Inc. | 185,183 | $4.1M | 0.47% | 2025-12-31 |
| 45 | BIP Wealth, LLC | 184,474 | $4.0M | 0.47% | 2025-12-31 |
| 46 | Royal Bank of Canada | 183,518 | $4.0M | 0.46% | 2025-12-31 |
| 47 | CONFLUENCE INVESTMENT MANAGEMENT LLC | 180,532 | $4.0M | 0.46% | 2025-12-31 |
| 48 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 176,707 | $3.9M | 0.45% | 2025-12-31 |
| 49 | Financial Engines Advisors L.L.C. | 169,770 | $3.7M | 0.43% | 2025-12-31 |
| 50 | Baltimore-Washington Financial Advisors, Inc. | 168,262 | $3.7M | 0.43% | 2025-12-31 |
| 51 | Whalen Wealth Management Inc. | 167,517 | $3.7M | 0.42% | 2025-06-30 |
| 52 | SIGNATUREFD, LLC | 160,520 | $3.5M | 0.41% | 2025-12-31 |
| 53 | Integrated Wealth Concepts LLC | 155,120 | $3.4M | 0.39% | 2025-12-31 |
| 54 | Accretive Wealth Partners, LLC | 154,691 | $3.4M | 0.39% | 2025-12-31 |
| 55 | Asset Dedication, LLC | 151,272 | $3.3M | 0.38% | 2025-12-31 |
| 56 | Parallel Advisors, LLC | 142,229 | $3.1M | 0.36% | 2025-12-31 |
| 57 | MV CAPITAL MANAGEMENT, INC. | 141,276 | $3.1M | 0.36% | 2025-12-31 |
| 58 | HOWLAND CAPITAL MANAGEMENT LLC | 140,163 | $3.1M | 0.35% | 2025-12-31 |
| 59 | Cetera Investment Advisers | 137,689 | $3.0M | 0.35% | 2025-12-31 |
| 60 | Keeler Thomas Management LLC | 120,981 | $2.7M | 0.30% | 2025-12-31 |
| 61 | SCS Capital Management LLC | 115,838 | $2.5M | 0.29% | 2025-12-31 |
| 62 | Northstar Group, Inc. | 111,653 | $2.5M | 0.28% | 2025-12-31 |
| 63 | HighTower Advisors, LLC | 103,166 | $2.3M | 0.26% | 2025-12-31 |
| 64 | CITADEL ADVISORS LLC | 102,588 | $2.3M | 0.26% | 2025-09-30 |
| 65 | Hughes Financial Services, LLC | 98,070 | $2.2M | 0.25% | 2025-12-31 |
| 66 | CAPTRUST FINANCIAL ADVISORS | 95,323 | $2.1M | 0.24% | 2025-12-31 |
| 67 | LEAVELL INVESTMENT MANAGEMENT, INC. | 93,054 | $2.0M | 0.23% | 2025-12-31 |
| 68 | Apella Capital, LLC | 92,766 | $2.0M | 0.23% | 2025-12-31 |
| 69 | Sanctuary Advisors, LLC | 92,763 | $2.0M | 0.23% | 2025-12-31 |
| 70 | Atria Investments, Inc | 86,517 | $1.9M | 0.22% | 2025-12-31 |
| 71 | FF Advisors,LLC | 82,188 | $1.8M | 0.21% | 2025-12-31 |
| 72 | Valmark Advisers, Inc. | 76,189 | $1.7M | 0.19% | 2025-12-31 |
| 73 | IFP Advisors, Inc | 75,170 | $1.6M | 0.19% | 2025-12-31 |
| 74 | Allworth Financial LP | 73,586 | $1.6M | 0.18% | 2025-12-31 |
| 75 | Leo Wealth, LLC | 68,339 | $1.5M | 0.17% | 2025-12-31 |
| 76 | Associated Banc-Corp | 66,748 | $1.5M | 0.17% | 2025-12-31 |
| 77 | TITLEIST ASSET MANAGEMENT, LLC | 66,333 | $1.5M | 0.16% | 2025-12-31 |
| 78 | KING LUTHER CAPITAL MANAGEMENT CORP | 65,820 | $1.4M | 0.16% | 2025-12-31 |
| 79 | Foundry Financial Group, Inc. | 62,950 | $1.4M | 0.16% | 2025-12-31 |
| 80 | Reliant Wealth Planning | 55,875 | $1.2M | 0.14% | 2025-12-31 |
| 81 | Montecito Bank & Trust | 54,649 | $1.2M | 0.13% | 2025-12-31 |
| 82 | Financial Advisory Corp | 46,929 | $1.0M | 0.12% | 2025-12-31 |
| 83 | JIM SAULNIER & ASSOCIATES, LLC | 45,624 | $1.0M | 0.11% | 2025-12-31 |
| 84 | Chris Bulman Inc | 43,267 | $949.5K | 0.11% | 2025-12-31 |
| 85 | Snowden Capital Advisors LLC | 43,003 | $943.7K | 0.11% | 2025-12-31 |
| 86 | Atlantic Private Wealth, LLC | 42,770 | $938.6K | 0.10% | 2025-12-31 |
| 87 | GOLDMAN SACHS GROUP INC | 42,034 | $922.4K | 0.10% | 2025-12-31 |
| 88 | Compass Ion Advisors, LLC | 38,076 | $835.6K | 0.09% | 2025-12-31 |
| 89 | SMITHBRIDGE ASSET MANAGEMENT INC/DE | 36,800 | $807.6K | 0.09% | 2025-12-31 |
| 90 | &PARTNERS | 35,716 | $784.1K | 0.09% | 2025-09-30 |
| 91 | KFG WEALTH MANAGEMENT, LLC | 35,603 | $781.3K | 0.09% | 2025-12-31 |
| 92 | Summit Wealth Partners, LLC | 33,813 | $766.1K | 0.08% | 2025-12-31 |
| 93 | Mendota Financial Group, LLC | 31,316 | $687.2K | 0.08% | 2025-12-31 |
| 94 | Capital Investment Advisors, LLC | 31,236 | $685.5K | 0.07% | 2025-12-31 |
| 95 | Midwest Professional Planners, LTD. | 30,859 | $677.2K | 0.07% | 2025-12-31 |
| 96 | EVEXIA WEALTH LLC | 30,290 | $665.3K | 0.07% | 2025-12-31 |
| 97 | CARY STREET PARTNERS FINANCIAL LLC | 28,926 | $634.8K | 0.07% | 2025-12-31 |
| 98 | STAR Financial Bank | 28,705 | $629.9K | 0.07% | 2025-12-31 |
| 99 | Straight Path Wealth Management | 28,253 | $620.0K | 0.07% | 2025-12-31 |
| 100 | Blake Schutter Theil Wealth Advisors, LLC | 27,578 | $605.2K | 0.07% | 2025-12-31 |
| 101 | AQR CAPITAL MANAGEMENT LLC | 26,950 | $591.4K | 0.06% | 2025-12-31 |
| 102 | L2 Asset Management, LLC | 26,502 | $581.6K | 0.06% | 2025-12-31 |
| 103 | Granite Harbor Advisors, Inc. | 26,342 | $578.1K | 0.06% | 2025-12-31 |
| 104 | DUNCKER STREETT & CO INC | 26,310 | $577.4K | 0.06% | 2025-12-31 |
| 105 | JANE STREET GROUP, LLC | 25,388 | $557.1K | 0.06% | 2025-12-31 |
| 106 | Old Port Advisors | 24,981 | $548.2K | 0.06% | 2025-12-31 |
| 107 | HARBOUR INVESTMENTS, INC. | 24,608 | $540.0K | 0.06% | 2025-12-31 |
| 108 | SHUFRO ROSE & CO LLC | 24,596 | $539.8K | 0.06% | 2025-12-31 |
| 109 | WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 24,135 | $529.6K | 0.06% | 2025-12-31 |
| 110 | ENVESTNET ASSET MANAGEMENT INC | 22,851 | $501.5K | 0.05% | 2025-12-31 |
| 111 | Cerity Partners LLC | 22,216 | $487.5K | 0.05% | 2025-12-31 |
| 112 | Daybright Advisory Services, Inc. | 21,251 | $466.4K | 0.05% | 2025-12-31 |
| 113 | NATIONAL BANK OF CANADA /FI/ | 20,816 | $456.7K | 0.05% | 2025-12-31 |
| 114 | Kestra Advisory Services, LLC | 20,718 | $454.7K | 0.05% | 2025-12-31 |
| 115 | Austin Private Wealth, LLC | 20,526 | $450.4K | 0.05% | 2025-12-31 |
| 116 | MML INVESTORS SERVICES, LLC | 19,880 | $436.3K | 0.05% | 2025-12-31 |
| 117 | Jacobi Capital Management LLC | 19,606 | $430.3K | 0.05% | 2025-12-31 |
| 118 | Heartland Bank & Trust Co | 19,589 | $429.9K | 0.05% | 2025-12-31 |
| 119 | Focus Partners Wealth | 19,548 | $429.0K | 0.05% | 2025-12-31 |
| 120 | Greenfield Savings Bank | 19,335 | $424.5K | 0.04% | 2025-09-30 |
| 121 | Walleye Partners, LLC | 18,955 | $416.0K | 0.04% | 2025-12-31 |
| 122 | KESTRA PRIVATE WEALTH SERVICES, LLC | 18,298 | $401.5K | 0.04% | 2025-12-31 |
| 123 | Independent Advisor Alliance | 18,087 | $396.9K | 0.04% | 2025-12-31 |
| 124 | Merit Financial Group, LLC | 18,009 | $395.2K | 0.04% | 2025-12-31 |
| 125 | Great Diamond Partners, LLC | 17,161 | $376.6K | 0.04% | 2025-12-31 |
| 126 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 17,042 | $374.0K | 0.04% | 2025-12-31 |
| 127 | Madrid Wealth Management, LLC | 16,901 | $370.9K | 0.04% | 2025-12-31 |
| 128 | Signature Wealth Management Group | 16,651 | $365.4K | 0.04% | 2025-12-31 |
| 129 | OneDigital Investment Advisors LLC | 16,651 | $365.4K | 0.04% | 2025-12-31 |
| 130 | TABLEAUX LLC | 16,363 | $359.1K | 0.04% | 2025-12-31 |
| 131 | Prime Capital Investment Advisors, LLC | 16,278 | $357.2K | 0.04% | 2025-12-31 |
| 132 | Forefront Wealth Partners, LLC | 16,162 | $354.8K | 0.04% | 2025-09-30 |
| 133 | TRANSCEND CAPITAL ADVISORS, LLC | 15,925 | $349.5K | 0.04% | 2025-12-31 |
| 134 | Kestra Investment Management, LLC | 15,922 | $349.4K | 0.04% | 2025-12-31 |
| 135 | DecisionMap Wealth Management, LLC | 15,827 | $347.3K | 0.04% | 2025-12-31 |
| 136 | COWA, LLC | 15,725 | $345.1K | 0.04% | 2025-12-31 |
| 137 | Trinity Wealth Management, LLC | 15,668 | $343.8K | 0.04% | 2025-12-31 |
| 138 | FULLCIRCLE WEALTH LLC | 15,672 | $343.6K | 0.04% | 2025-09-30 |
| 139 | Prosperity Planning, Inc. | 15,578 | $341.9K | 0.03% | 2025-12-31 |
| 140 | BARRETT & COMPANY, INC. | 15,473 | $339.6K | 0.03% | 2025-12-31 |
| 141 | Cyr Financial Inc. | 15,459 | $339.2K | 0.03% | 2025-12-31 |
| 142 | COLDSTREAM CAPITAL MANAGEMENT INC | 14,471 | $317.6K | 0.03% | 2025-12-31 |
| 143 | CGN Advisors LLC | 13,739 | $301.5K | 0.03% | 2025-12-31 |
| 144 | JAMES INVESTMENT RESEARCH, INC. | 13,696 | $300.6K | 0.03% | 2025-12-31 |
| 145 | Cambridge Financial Group, LLC | 14,011 | $299.0K | 0.03% | 2025-12-31 |
| 146 | Crews Bank & Trust | 13,590 | $298.2K | 0.03% | 2025-12-31 |
| 147 | MLP3, LLC | 13,240 | $290.6K | 0.03% | 2025-12-31 |
| 148 | Global Retirement Partners, LLC | 13,057 | $286.5K | 0.03% | 2025-12-31 |
| 149 | LEVEL FOUR ADVISORY SERVICES, LLC | 13,052 | $286.4K | 0.03% | 2025-12-31 |
| 150 | PRINCIPAL SECURITIES, INC. | 12,947 | $284.1K | 0.03% | 2025-12-31 |
| 151 | Advisory Services Network, LLC | 12,928 | $283.7K | 0.03% | 2025-12-31 |
| 152 | LIBERTY WEALTH MANAGEMENT LLC | 12,879 | $282.6K | 0.03% | 2025-12-31 |
| 153 | CFS Investment Advisory Services, LLC | 12,404 | $272.2K | 0.03% | 2025-12-31 |
| 154 | Jaffetilchin Investment Partners, LLC | 12,212 | $268.0K | 0.03% | 2025-12-31 |
| 155 | Resonant Capital Advisors, LLC | 12,079 | $265.1K | 0.03% | 2025-12-31 |
| 156 | Element Wealth, LLC | 11,910 | $261.4K | 0.03% | 2025-12-31 |
| 157 | Conrad Siegel Investment Advisors, Inc. | 11,754 | $257.9K | 0.03% | 2025-12-31 |
| 158 | Highland Financial Advisors, LLC | 11,698 | $256.7K | 0.02% | 2025-12-31 |
| 159 | RFP Financial Group LLC | 11,684 | $256.4K | 0.02% | 2025-12-31 |
| 160 | O'Brien Wealth Partners LLC | 11,541 | $253.3K | 0.02% | 2025-12-31 |
| 161 | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 11,502 | $252.5K | 0.02% | 2025-09-30 |
| 162 | HAMEL ASSOCIATES, INC. | 11,309 | $248.3K | 0.02% | 2025-09-30 |
| 163 | Guidance Point Advisors, LLC | 11,307 | $248.1K | 0.02% | 2025-12-31 |
| 164 | Trust Co | 10,243 | $224.8K | 0.02% | 2025-12-31 |
| 165 | Apollon Wealth Management, LLC | 10,129 | $222.3K | 0.02% | 2025-12-31 |
| 166 | Lido Advisors, LLC | 10,036 | $220.3K | 0.02% | 2025-12-31 |
| 167 | Black Maple Capital Management LP | 10,000 | $219.4K | 0.02% | 2025-12-31 |
| 168 | Foundations Investment Advisors, LLC | 9,512 | $208.7K | 0.02% | 2025-12-31 |
| 169 | Evergreen Wealth Solutions, LLC | 9,500 | $208.5K | 0.02% | 2025-12-31 |
| 170 | Beacon Pointe Advisors, LLC | 9,459 | $207.6K | 0.02% | 2025-12-31 |
| 171 | WASHINGTON TRUST Co | 9,362 | $205.4K | 0.02% | 2025-12-31 |
| 172 | Equitable Holdings, Inc. | 9,305 | $204.3K | 0.02% | 2025-09-30 |
| 173 | Autumn Glory Partners, LLC | 9,233 | $202.6K | 0.02% | 2025-12-31 |
| 174 | Bank of New York Mellon Corp | 9,154 | $200.9K | 0.02% | 2025-12-31 |
| 175 | OLD POINT TRUST & FINANCIAL SERVICES N A | 8,436 | $185.1K | 0.02% | 2025-12-31 |
| 176 | Physician Wealth Advisors, Inc. | 7,164 | $157.2K | 0.01% | 2025-12-31 |
| 177 | Cherry Tree Wealth Management, LLC | 6,291 | $138.1K | 0.01% | 2025-12-31 |
| 178 | Steward Partners Investment Advisory, LLC | 5,222 | $114.6K | 0.01% | 2025-12-31 |
| 179 | Atlantic Union Bankshares Corp | 5,119 | $112.3K | 0.01% | 2025-12-31 |
| 180 | Hara Capital LLC | 4,832 | $106.0K | 0.01% | 2025-12-31 |
| 181 | Pinnacle Bancorp, Inc. | 4,594 | $100.8K | 0.01% | 2025-12-31 |
| 182 | Lowe Wealth Advisors, LLC | 4,369 | $95.9K | 0.01% | 2025-09-30 |
| 183 | MAI Capital Management | 4,369 | $95.9K | 0.01% | 2025-12-31 |
| 184 | US BANCORP \DE\ | 4,095 | $89.9K | 0.01% | 2025-12-31 |
| 185 | AllSquare Wealth Management LLC | 3,495 | $76.7K | 0.00% | 2025-12-31 |
| 186 | CNB Bank | 3,228 | $70.8K | 0.00% | 2025-12-31 |
| 187 | Bogart Wealth, LLC | 3,204 | $70.3K | 0.00% | 2025-12-31 |
| 188 | Bank of Jackson Hole Trust | 2,835 | $62.2K | 0.00% | 2025-12-31 |
| 189 | High Note Wealth, LLC | 2,790 | $61.2K | 0.00% | 2025-12-31 |
| 190 | COMERICA BANK | 2,738 | $60.1K | 0.00% | 2025-12-31 |
| 191 | Hyposwiss Advisors SA | 2,280 | $50.0K | 0.00% | 2025-12-31 |
| 192 | TD Capital Management LLC | 2,072 | $45.5K | 0.00% | 2025-12-31 |
| 193 | Kohmann Bosshard Financial Services, LLC | 1,814 | $39.8K | 0.00% | 2025-12-31 |
| 194 | BANK OF MONTREAL /CAN/ | 1,753 | $38.5K | 0.00% | 2025-12-31 |
| 195 | MCF Advisors LLC | 1,334 | $29.3K | 0.00% | 2025-12-31 |
| 196 | Clayton Financial Group LLC | 1,043 | $22.9K | 0.00% | 2025-12-31 |
| 197 | Robbins Farley | 912 | $20.0K | 0.00% | 2025-12-31 |
| 198 | CWM, LLC | 710,723 | $15.6K | 1.81% | 2025-12-31 |
| 199 | HUNTINGTON NATIONAL BANK | 617 | $13.5K | 0.00% | 2025-12-31 |
| 200 | Wealthspire Advisors, LLC | 469 | $10.3K | 0.00% | 2025-09-30 |
| 201 | FMR LLC | 444 | $9.7K | 0.00% | 2025-12-31 |
| 202 | GILPIN WEALTH MANAGEMENT, LLC | 388 | $8.5K | 0.00% | 2025-12-31 |
| 203 | CIBC Private Wealth Group LLC | 327 | $7.2K | 0.00% | 2025-12-31 |
| 204 | LOGAN CAPITAL MANAGEMENT INC | 312 | $6.8K | 0.00% | 2025-09-30 |
| 205 | AE Wealth Management LLC | 287 | $6.3K | 0.00% | 2025-12-31 |
| 206 | GPS Wealth Strategies Group, LLC | 283 | $6.2K | 0.00% | 2025-09-30 |
| 207 | PARK AVENUE SECURITIES LLC | 255,761 | $5.6K | 0.65% | 2025-12-31 |
| 208 | Janney Montgomery Scott LLC | 159,603 | $3.5K | 0.40% | 2025-12-31 |
| 209 | THOROUGHBRED FINANCIAL SERVICES, LLC | 157,751 | $3.5K | 0.40% | 2025-12-31 |
| 210 | BOSTON FAMILY OFFICE LLC | 126,211 | $2.8K | 0.32% | 2025-12-31 |
| 211 | Key Capital Management, INC | 106 | $2.3K | 0.00% | 2025-12-31 |
| 212 | PNC Financial Services Group, Inc. | 64 | $1.4K | 0.00% | 2025-12-31 |
| 213 | Thrivent Financial for Lutherans | 46,157 | $1.0K | 0.11% | 2025-12-31 |
| 214 | Cambridge Investment Research Advisors, Inc. | 30,156 | $662 | 0.07% | 2025-12-31 |
| 215 | Opus Capital Group, LLC | 13,900 | $305 | 0.03% | 2025-12-31 |
| 216 | First PREMIER Bank | 3,590 | $79 | 0.00% | 2025-12-31 |
| 217 | JPMORGAN CHASE & CO | 1 | $22 | 0.00% | 2025-12-31 |
| 218 | HAZLETT, BURT & WATSON, INC. | 627 | $14 | 0.00% | 2025-12-31 |
| 219 | Hemington Wealth Management | 39 | $0 | 0.00% | 2025-09-30 |