IWN ISHARES TR

RUS 2000 VAL ETF (fund)

1,033 managers (1,045 13F filers) reported a position in IWN shares at 2025-12-31, 50,221,861 shares in all. 86 filers opened a position and 54 filers sold out during the quarter.

Managers: 1,033
13F filers: 1,045
New: 86
Added: 322
Reduced: 308
Sold out: 54
Shares held by filers: 50,221,861

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

Holder	Shares	Value	% of portfolio	Change	Source
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/	7,877,149	$1.43B	0.1%	+1,168,011	13F-HR Timeline Group
MORGAN STANLEYin group MORGAN STANLEY	4,269,726	$774M	0.05%	-414,795	13F-HR/A Timeline Group
TIAAgroup of 3 filers holding	2,757,321	$502M		-1,588,842	Timeline TIAA TRUST, NATIONAL ASSOCIATION: 2,748,355 (1.2%) 13F-HR Nuveen, LLC: 6,625 (<0.01%) 13F-HR TEACHERS INSURANCE & ANNUITY ASSO…: 2,341 (0.5%) 13F-HR
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding	2,196,552	$398M		+32,878	Timeline ENVESTNET ASSET MANAGEMENT INC: 2,183,120 (0.12%) 13F-HR Envestnet Portfolio Solutions, In…: 13,432 (0.01%) 13F-HR
D.A. DAVIDSON & CO.	1,246,342	$226M	1.38%	+30,282	13F-HR Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…	1,113,075	$202M	0.11%	+1,299	13F-HR Timeline Group
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…	1,106,370	$200M	1.96%	-44,705	13F-HR Timeline
LPL Financial LLC	1,102,636	$200M	0.05%	+92,462	13F-HR Timeline
M&T Bank Corpin group M&T Bank Corp	1,018,005	$184M	0.59%	+23,441	13F-HR/A Timeline Group
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN	1,016,764	$184M	0.04%	+130,498	13F-HR Timeline Group
UBS Group AGgroup of 2 filers holding	806,083	$146M		-33,488	Timeline UBS Group AG: 805,863 (0.03%) 13F-HR UBS AM, a distinct business unit …: 220 (<0.01%) 13F-HR
COMMONWEALTH EQUITY SERVICES, LLC	792,632	$144M	0.19%	-37,508	13F-HR Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC	712,109	$129M	0.02%	-18,395	13F-HR/A Timeline Group
Betterment LLC	695,877	$126M	0.24%	-22,498	13F-HR Timeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co	651,326	$118M	0.02%	-19,715	13F-HR Timeline Group
Cassaday & Co Wealth Management LLC	635,650	$115M	2.43%	+9,222	13F-HR Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP	625,170	$113M	0.01%	+77,000	13F-HR Timeline Group
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA	533,289	$96.6M	0.02%	+26,089	13F-HR Timeline Group
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…	469,444	$85.1M	0.23%	+268,684	13F-HR Timeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS	446,651	$80.9M	0.05%	-203,496	13F-HR Timeline Group
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO	439,468	$79.6M	0.01%	+5,141	13F-HR Timeline Group
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC	438,703	$79.5M	0.02%	+27,543	13F-HR Timeline Group
Pacific Life Fund Advisors LLC	432,307	$78.3M	8.07%	-118,510	13F-HR Timeline
Focus Partners Wealthgroup of 2 filers holding	400,475	$72.6M		+101,379	Timeline Focus Partners Wealth: 340,890 (0.07%) 13F-HR Focus Partners Advisor Solutions,…: 59,585 (0.13%) 13F-HR
Pathstone Holdings, LLCin group Pathstone Holdings, LLC	396,958	$71.9M	0.28%	-6,534	13F-HR Timeline Group
Badgley Phelps Wealth Managers, LLC	386,692	$70.1M	1.28%	+12,161	13F-HR Timeline
COMMERCE BANKin group COMMERCE BANK	328,019	$59.4M	0.33%	-8,894	13F-HR Timeline Group
Jasper Ridge Partners, L.P.	321,684	$58.3M	1.29%	0	13F-HR Timeline
BROWN ADVISORY INCin group BROWN ADVISORY INC	281,324	$51M	0.07%	+93,531	13F-HR Timeline Group
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP	276,744	$50.1M	0.03%	+6,666	13F-HR Timeline Group
Cetera Investment Advisers	272,735	$49.4M	0.05%	+16,157	13F-HR Timeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO	268,617	$48.7M	0.05%	-3,967	13F-HR Timeline Group
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC	262,548	$47.6M	0.01%	+17,967	13F-HR Timeline Group
MAI Capital Management	258,426	$46.8M	0.27%	+4,343	13F-HR Timeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…	245,809	$46.2M	0.06%	-4,070	13F-HR Timeline
CHOREO, LLC	244,290	$44.6M	0.57%	+7,893	13F-HR Timeline
AMG National Trust Bank	243,727	$44.2M	1.04%	-14,808	13F-HR Timeline
STEPHENS GROUP ASSET MANAGEMENT, LLCin group STEPHENS GROUP ASSET MANAGEME…	239,531	$43.4M	2.9%	-64	13F-HR Timeline Group
Comprehensive Financial Management LLC	230,481	$41.8M	1.26%	0	13F-HR Timeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …	219,792	$39.8M	0.06%	-16,329	13F-HR Timeline Group
SILVERCREST ASSET MANAGEMENT GROUP LLC	210,701	$38.2M	0.26%	+147,991	13F-HR Timeline
WHITTIER TRUST CO	201,966	$38M	0.41%	-105,583	13F-HR Timeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers	208,594	$37.8M	0.05%	+2,055	13F-HR Timeline Group
Waldron Private Wealth LLC	206,914	$37.5M	1.48%	-11,471	13F-HR Timeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp	205,779	$37.3M	0.01%	-6,433	13F-HR Timeline Group
VICTORY CAPITAL MANAGEMENT INC	196,180	$35.5M	0.02%	-83,540	13F-HR Timeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…	194,904	$35.3M	0.06%	+67,442	13F-HR/A Timeline Group
Advisors Preferred, LLCin group Advisors Preferred, LLC	183,323	$33.5M	5.46%	+120,027	13F-HR Timeline Group
WELLINGTON MANAGEMENT GROUP LLPin group WELLINGTON MANAGEMENT GROUP L…	168,592	$30.6M	0.01%	-33,156	13F-HR Timeline Group
Mariner, LLCin group Mariner, LLC	168,244	$30.5M	0.04%	+8,228	13F-HR Timeline Group
US BANCORP \DE\in group US BANCORP \DE\	164,593	$29.8M	0.03%	-254	13F-HR Timeline Group
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/	160,937	$29.2M	0.01%	-150	13F-HR Timeline Group
WoodTrust Financial Corpin group WoodTrust Financial Corp	157,875	$28.6M	3.34%	-613	13F-HR Timeline Group
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding	156,886	$28.4M		+102,752	Timeline PRINCIPAL FINANCIAL GROUP INC: 154,468 (0.01%) 13F-HR PRINCIPAL SECURITIES, INC.: 2,418 (0.01%) 13F-HR
JOHNSON INVESTMENT COUNSEL INC	155,544	$28.2M	0.23%	+10,488	13F-HR Timeline
FMR LLCin group FMR LLC	151,992	$27.5M	<0.01%	+23,404	13F-HR Timeline Group
COURIER CAPITAL LLC	151,988	$27.5M	1.55%	+1,201	13F-HR Timeline
FULLER & THALER ASSET MANAGEMENT, INC.	149,750	$27.1M	0.09%	+100,193	13F-HR/A Timeline
Pure Financial Advisors, LLC	141,735	$25.7M	0.38%	+11,314	13F-HR Timeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP	141,404	$25.6M	0.03%	-2,846	13F-HR Timeline Group
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…	138,541	$25.1M	1.16%	-238	13F-HR Timeline
Corient Private Wealth LPin group Corient Private Wealth LP	138,377	$25.1M	0.03%	-8,236	13F-HR/A Timeline Group
HighTower Advisors, LLC	135,170	$24.5M	0.03%	+2,381	13F-HR Timeline
JANUS HENDERSON GROUP PLCin group Janus Henderson	133,110	$24.1M	0.01%	-1,769	13F-HR Timeline Group
Modera Wealth Management, LLC	132,971	$24.1M	0.28%	-2,821	13F-HR Timeline
BlackRock, Inc.in group BlackRock, Inc.	131,342	$23.8M	<0.01%	-54,636	13F-HR Timeline Group
Allworth Financial LP	127,322	$23.1M	0.09%	+61,249	13F-HR Timeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC	123,335	$22.3M	0.01%	+14,227	13F-HR Timeline Group
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.	121,076	$21.9M	0.03%	-3,961	13F-HR Timeline Group
WHITTIER TRUST CO OF NEVADA INC	113,692	$21.4M	0.44%	-57,933	13F-HR Timeline
Cerity Partners LLCin group Cerity Partners LLC	115,390	$20.9M	0.03%	+5,161	13F-HR Timeline Group
Arax Advisory Partners	114,420	$20.7M	0.6%	new	13F-HR Timeline
Powell Investment Advisors, LLC	114,148	$20.7M	7.12%	+150	13F-HR Timeline
CAPTRUST FINANCIAL ADVISORS	113,370	$20.5M	0.04%	-12,949	13F-HR Timeline
COMERICA BANK	106,952	$19.4M	0.08%	+2,859	13F-HR Timeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 3 filers holding	104,503	$18.9M		-2,373	Timeline FIFTH THIRD BANCORP: 84,281 (0.05%) 13F-HR Fifth Third Securities, Inc.: 12,599 (0.15%) 13F-HR Fifth Third Wealth Advisors LLC: 7,623 (0.05%) 13F-HR
Zhang Financial LLC	99,955	$18.1M	0.68%	-2,363	13F-HR Timeline
Elite Financial, Inc.	96,324	$17.5M	7.94%	-238	13F-HR Timeline
ALLIANCEBERNSTEIN L.P.	95,957	$17.4M	0.01%	+6,960	13F-HR Timeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …	92,401	$16.7M	0.13%		13F-HR/A Timeline Group
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC	91,272	$16.5M	0.01%	+24,234	13F-HR Timeline Group
THOMPSON SIEGEL & WALMSLEY LLC	90,559	$16.4M	0.28%	+13,367	13F-HR Timeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.	89,573	$16.2M	0.03%	+287	13F-HR Timeline Group
Fiduciary Trust Coin group Fiduciary Trust Co	89,177	$16.2M	0.18%	-3,271	13F-HR Timeline Group
Creative Planningin group Creative Planning	87,535	$15.9M	0.01%	+2,878	13F-HR Timeline Group
Savant Capital, LLCin group Savant Capital, LLC	85,005	$15.4M	0.09%	+190	13F-HR Timeline Group
ASPIRIANT, LLC	82,415	$14.9M	0.43%	-2,257	13F-HR Timeline
Waverly Advisors, LLC	80,113	$14.5M	0.12%	+1,230	13F-HR Timeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP	78,224	$14.2M	0.01%	new	13F-HR Timeline Group
Wealthspire Advisors, LLC	77,480	$14M	0.11%	+1,847	13F-HR Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP	76,046	$13.8M	0.01%	+17,152	13F-HR Timeline Group
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC	72,565	$13.1M	0.01%	+63,403	13F-HR Timeline Group
MONETA GROUP INVESTMENT ADVISORS LLC	72,317	$13.1M	0.1%	-2,063	13F-HR Timeline
Kestra Advisory Services, LLCgroup of 2 filers holding	71,835	$13M		+5,316	Timeline Kestra Advisory Services, LLC: 54,209 (0.04%) 13F-HR KESTRA PRIVATE WEALTH SERVICES, L…: 17,626 (0.04%) 13F-HR
Hillcrest Wealth Advisors - NY, LLC	70,330	$12.7M	5.49%	-825	13F-HR Timeline
BAILARD, INC.	69,165	$12.5M	0.28%	+3,260	13F-HR Timeline
Boston Partnersin group Boston Trust Walden Corp	65,109	$11.9M	0.01%	+44,553	13F-HR Timeline Group
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…	64,157	$11.6M	0.01%	+828	13F-HR/A Timeline Group
LBJ Family Wealth Advisors, Ltd.	62,127	$11.3M	6.19%	-157	13F-HR Timeline
SONATA CAPITAL GROUP INC	61,230	$11.1M	4.01%	-1,485	13F-HR Timeline
Beacon Pointe Advisors, LLC	61,145	$11.1M	0.08%	+9,453	13F-HR Timeline
HARBOR INVESTMENT ADVISORY, LLC	60,464	$11M	0.82%	-876	13F-HR Timeline
CWM, LLCin group CWM, LLC	58,179	$10.5M	0.03%	+25,050	13F-HR Timeline Group
EP Wealth Advisors, LLC	58,130	$10.5M	0.05%		13F-HR Timeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…	57,991	$10.5M	0.04%	+2,110	13F-HR Timeline Group
Leeward Investments, LLC - MA	57,786	$10.5M	0.53%	-31,777	13F-HR Timeline
Marion Wealth Management	52,796	$10.3M	2.3%	+815	13F-HR Timeline
Summit Financial, LLC	56,497	$10.2M	0.15%	+2,334	13F-HR Timeline
RTD Financial Advisors, Inc.	55,416	$10M	1.23%	-576	13F-HR Timeline
TD Waterhouse Canada Inc.	54,867	$9.94M	0.06%	-3,159	13F-HR Timeline
TD Asset Management Inc	54,815	$9.93M	0.01%	+3,729	13F-HR Timeline
BLAIR WILLIAM & CO/IL	54,700	$9.91M	0.03%	-391	13F-HR Timeline
FIRST HORIZON CORP	54,678	$9.91M	0.44%	+1,159	13F-HR Timeline
Franklin Resourcesgroup of 2 filers holding	54,326	$9.84M		-62,076	Timeline FRANKLIN RESOURCES INC: 54,175 (<0.01%) 13F-HR Brandywine Global Investment Mana…: 151 (<0.01%) 13F-HR
Corundum Group, Inc.	53,869	$9.76M	3.28%	+10,244	13F-HR Timeline
Cresset Asset Management, LLC	53,506	$9.7M	0.04%	+7,327	13F-HR Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…	53,294	$9.66M	0.12%	+180	13F-HR Timeline Group
SHAPIRO CAPITAL MANAGEMENT LLC	53,000	$9.6M	0.51%	-79,380	13F-HR Timeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.	52,470	$9.51M	0.02%	-712	13F-HR Timeline Group
Viewpoint Capital Management LLC	47,566	$8.62M	3.73%	+1,172	13F-HR Timeline
HB Wealth Management, LLC	47,040	$8.52M	0.06%	+953	13F-HR Timeline
Aristotle Capital Boston, LLCin group ARISTOTLE INVESTMENT SERVICES…	45,633	$8.27M	0.45%	+9,390	13F-HR Timeline Group
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC	45,584	$8.26M	<0.01%	+36,910	13F-HR/A Timeline Group
PEAPACK GLADSTONE FINANCIAL CORP	44,539	$8.07M	0.1%	-783	13F-HR Timeline
EARNEST PARTNERS LLC	44,534	$8.07M	0.03%	+15,404	13F-HR Timeline
SEGALL BRYANT & HAMILL, LLC	43,018	$7.8M	0.11%	+11,510	13F-HR Timeline
Tidal Investments LLCin group Tidal Investments LLC	42,733	$7.74M	0.03%	new	13F-HR Timeline Group
IEQ CAPITAL, LLC	41,959	$7.6M	0.02%	-11,026	13F-HR Timeline
One Capital Management, LLC	41,293	$7.48M	0.23%	-8,015	13F-HR Timeline
MERCER GLOBAL ADVISORS INC /ADV	40,337	$7.31M	0.01%	+289	13F-HR Timeline
Sanctuary Advisors, LLC	39,146	$7.09M	0.04%	-1,856	13F-HR Timeline
United Asset Strategies, Inc.	38,615	$7M	0.54%	+424	13F-HR Timeline
HANCOCK WHITNEY CORP	38,599	$6.99M	0.13%	-130	13F-HR Timeline
LWM ADVISORS INC	38,159	$6.91M	6.08%	+759	13F-HR Timeline
Facet Wealth, Inc.	35,501	$6.91M	0.12%	-171,233	13F-HR Timeline
Oldfather Financial Services, LLC	37,564	$6.81M	2.03%	-452	13F-HR Timeline
Integrated Investment Consultants, LLC	37,480	$6.79M	1.33%	+1,093	13F-HR/A Timeline
Foundation Wealth Management, LLC	37,323	$6.77M	4.46%	-948	13F-HR Timeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP	36,497	$6.61M	0.01%	-78,503	13F-HR Timeline Group
CM WEALTH ADVISORS LLC	36,321	$6.58M	1.49%	+1,135	13F-HR Timeline
BRIDGES INVESTMENT MANAGEMENT INC	35,007	$6.34M	0.08%	+14,375	13F-HR Timeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC	34,722	$6.34M	0.01%	-7,887	13F-HR Timeline Group
Independent Family Office, LLC	34,597	$6.27M	2.62%	0	13F-HR Timeline
DROMS STRAUSS ADVISORS INC /MO/ /ADV	34,293	$6.21M	1.63%	+3,856	13F-HR Timeline
Idaho Trust Co	33,521	$6.07M	2.01%	+1,543	13F-HR Timeline
ARIEL INVESTMENTS, LLC	33,319	$6.04M	0.07%	-11,646	13F-HR Timeline
MML INVESTORS SERVICES, LLC	33,198	$6.02M	0.01%	+5,452	13F-HR Timeline
Venture Visionary Partners LLC	33,154	$6.01M	0.2%	-183	13F-HR Timeline
HARBOUR INVESTMENTS, INC.	32,539	$5.9M	0.12%	+1,323	13F-HR Timeline
Brooklyn FI, LLC	32,199	$5.83M	1.25%	-888	13F-HR Timeline
XML Financial, LLC	32,193	$5.83M	0.48%	+1,299	13F-HR Timeline
Avantax Planning Partners, Inc.	32,115	$5.82M	0.16%	-50	13F-HR Timeline
McLean Asset Management Corp	29,750	$5.76M	1.03%	-378	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	31,677	$5.74M	0.46%	+233	13F-HR Timeline
INSTRUMENTAL WEALTH, LLC	27,924	$5.61M	3.36%	+26,751	13F-HR Timeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA	30,911	$5.6M	0.03%		13F-HR Timeline Group
Lido Advisors, LLCin group Lido Advisors, LLC	31,118	$5.56M	0.02%	+817	13F-HR Timeline Group
FLOW TRADERS U.S. LLC	30,615	$5.55M	0.18%	-11,621	13F-HR Timeline
Brookstone Capital Managementin group Brookstone Capital Management	30,048	$5.45M	0.06%	-1,176	13F-HR Timeline Group
Mullaney, Keating & Wright, Inc.	29,741	$5.39M	2.85%	+431	13F-HR Timeline
MidFirst Bank	29,307	$5.31M	0.42%		13F-HR Timeline
Financial Synergies Wealth Advisors, In…	28,612	$5.18M	0.5%	-1,780	13F-HR Timeline
WESBANCO BANK INC	28,363	$5.14M	0.14%	-2,169	13F-HR Timeline
InvesTrust	28,122	$5.1M	1.97%	+78	13F-HR Timeline
BOKF, NAin group BOKF, NA	27,992	$5.07M	0.08%	+3,651	13F-HR Timeline Group
P SCHOENFELD ASSET MANAGEMENT LP	27,500	$4.98M	2.44%	new	13F-HR Timeline
OXFORD FINANCIAL GROUP, LTD. LLC	27,140	$4.92M	0.27%	0	13F-HR Timeline
STEVENS CAPITAL PARTNERS	26,634	$4.83M	1.26%	-12	13F-HR Timeline
SENTINEL WEALTH MANAGEMENT, INC.	26,352	$4.78M	3.96%	0	13F-HR Timeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …	26,340	$4.77M	0.07%	+858	13F-HR Timeline Group
ASSETMARK, INCin group ASSETMARK, INC	26,148	$4.74M	0.01%	-30,621	13F-HR Timeline Group
RWA WEALTH PARTNERS, LLC	25,844	$4.68M	0.05%	+17	13F-HR Timeline
Noble Family Wealth, LLC	25,703	$4.66M	0.98%	+185	13F-HR Timeline
Cambridge Investment Research Advisors,…	25,210	$4.57M	0.01%	+1,288	13F-HR Timeline
Whitegate Investment Counselors, Inc.	24,574	$4.45M	1.39%	-46	13F-HR Timeline
Global Retirement Partners, LLC	24,219	$4.39M	0.08%	+11,402	13F-HR Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.	23,919	$4.33M	0.03%	+272	13F-HR Timeline Group
Private Advisor Group, LLC	23,766	$4.31M	0.02%	+609	13F-HR Timeline
Arkadios Wealth Advisors	23,366	$4.23M	0.08%	+15,044	13F-HR Timeline
CITY HOLDING CO	22,880	$4.15M	0.51%	+125	13F-HR Timeline
BARCLAYS PLCin group BARCLAYS PLC	22,809	$4.13M	<0.01%	-2,572	13F-HR Timeline Group
BLUELINE ADVISORS LLC	22,669	$4.11M	3.35%		13F-HR Timeline
Parkside Financial Bank & Trust	22,643	$4.1M	0.31%	-95	13F-HR Timeline
Sierra Capital LLC	22,492	$4.08M	0.43%	+5	13F-HR Timeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.	22,179	$4.02M	0.12%	new	13F-HR Timeline Group
Risk Paradigm Group, LLC	22,164	$4.02M	3.87%		13F-HR Timeline
Bare Financial Services, Inc	22,138	$4.01M	1.12%	-61	13F-HR Timeline
ROYCE & ASSOCIATES LP	21,662	$3.93M	0.04%	-104,453	13F-HR Timeline
Bishop & Co Investment Management, LLC	21,404	$3.88M	1.28%	-323	13F-HR Timeline
NewEdge Advisors, LLC	21,245	$3.85M	0.01%	+2,433	13F-HR Timeline
CONFLUENCE INVESTMENT MANAGEMENT LLC	21,203	$3.84M	0.06%	new	13F-HR Timeline
RPg Family Wealth Advisory, LLC	20,940	$3.79M	0.83%	+11,482	13F-HR Timeline
NORTHWEST WEALTH MANAGEMENT, LLC	20,676	$3.75M	0.59%	0	13F-HR Timeline
FELL CAPITAL MANAGEMENT /ADV	20,547	$3.72M	3.63%		13F-HR Timeline
Atlas Brown,Inc.	20,257	$3.67M	1.09%	-86	13F-HR Timeline
Texas Yale Capital Corp.	19,896	$3.61M	0.11%	0	13F-HR Timeline
TOBIAS FINANCIAL ADVISORS, INC.	19,351	$3.51M	0.5%	-797	13F-HR Timeline
Foundation Wealth Management, LLC\PA	19,021	$3.45M	1.25%	-2,234	13F-HR Timeline
Prosperity Planning, Inc.	18,735	$3.4M	0.89%	+577	13F-HR Timeline
Fortis Group Advisors, LLC	17,489	$3.39M	0.57%	+27	13F-HR Timeline