Vanguard Intermediate-Term BBIVETF
13F holders, Q1 2024 (March 31)817holders
1famous investor
$75.39avg. 13F price*
At the end of Q1 2024, 817 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($1.2B), Goldman Sachs Group Inc. ($617.7M) and Wells Fargo & Company ($607.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $143.2M |
| Exits | 54 | $57.7M |
Ownership 817 holders
| Envestnet Asset Management Inc. | 0.46% | Add +2.5% | 16,493,462 | $1.2B |
| Goldman Sachs Group Inc. | 0.13% | Reduce -32.0% | 8,192,942 | $617.7M |
| Wells Fargo & Company | 0.16% | Add +5.2% | 8,052,237 | $607.1M |
| Northwestern Mutual Wealth Management Co. | 0.49% | Add +2.2% | 6,268,104 | $472.6M |
| Bank of America Corp. | 0.04% | Reduce -21.3% | 5,565,607 | $419.6M |
| Morgan Stanley | 0.03% | Reduce -2.5% | 5,025,224 | $378.9M |
| LPL Financial LLC | 0.15% | Reduce -5.2% | 3,733,088 | $281.5M |
| Ameriprise Financial Inc. | 0.06% | Add +10.0% | 2,878,614 | $216.7M |
| Baird Financial Group, Inc. | 0.44% | Add +21.8% | 2,778,750 | $209.5M |
| True Link Financial Advisors, LLC | 19.51% | Add +35.9% | 2,699,290 | $203.5M |
| Mather Group, Llc. | 3.15% | Reduce -0.6% | 2,610,051 | $199.4M |
| United Capital Financial Advisors, LLC | 1.60% | Add +0.2% | 2,577,927 | $194.4M |
| Envestnet Portfolio Solutions, Inc. | 0.60% | Reduce -2.0% | 2,128,419 | $160.5M |
| FMR LLC | 0.01% | Reduce -9.6% | 1,982,018 | $149.4M |
| Lincoln National Corp. | 2.20% | Add +5.3% | 1,873,521 | $141.3M |
| UBS Group AG | 0.05% | Add +14.1% | 1,828,393 | $137.9M |
| Royal Bank of Canada | 0.03% | Add +1.3% | 1,755,551 | $132.4M |
| EP Wealth Advisors, LLC | 1.41% | Add +48.2% | 1,600,959 | $120.7M |
| Tiaa Trust, National Association | 0.34% | Add +20.6% | 1,463,896 | $110.5M |
| Osaic Holdings, Inc. | 0.25% | Reduce -32.4% | 1,455,482 | $109.7M |
| Diana Davis Spencer Foundation | 41.29% | No change | 1,426,000 | $107.5M |
| Jones Financial Companies LLLP | 0.12% | Add +1.8% | 1,215,307 | $91.6M |
| Mariner, LLC | 0.19% | Add +4.4% | 1,200,625 | $90.5M |
| Bank of New York Mellon Corp | 0.02% | Add +3.7% | 1,200,517 | $90.5M |
| Efficient Advisors, LLC | 5.75% | Add +2.1% | 1,187,892 | $89.6M |
| Truist Financial Corp. | 0.12% | Add +7.8% | 1,029,047 | $77.6M |
| Comerica Bank | 0.33% | Add +11.9% | 1,018,203 | $76.8M |
| American Trust | 6.26% | Add +0.0% | 993,430 | $74.9M |
| US Bancorp \de | 0.10% | Reduce -1.2% | 988,061 | $74.5M |
| Wealth Enhancement Advisory Services, LLC | 0.19% | Add +5.2% | 979,469 | $73.9M |
| Cambridge Investment Research Advisors, Inc. | 0.28% | Add +0.5% | 954,501 | $72.0M |
| Cetera Investment Advisers | 0.15% | Add +137.5% | 839,802 | $63.3M |
| Commonwealth Equity Services, LLC | 0.09% | Add +6.7% | 745,232 | $56.2M |
| BCM Advisors, LLC | 14.05% | Add +0.9% | 756,060 | $55.5M |
| Brio Consultants, LLC | 8.61% | Add +9.6% | 677,073 | $51.1M |
| Raymond James Financial Services Advisors, Inc. | 0.08% | Add +21.2% | 674,511 | $50.9M |
| Amplius Wealth Advisors, LLC | 5.37% | Reduce -5.1% | 635,777 | $47.9M |
| Reliant Wealth Planning | 22.05% | Add +14.1% | 611,439 | $46.1M |
| Peapack Gladstone Financial Corp. | 0.69% | Add +21.3% | 587,880 | $44.3M |
| Burney Co./ | 1.52% | Add +143.2% | 528,816 | $39.9M |
| MML Investors Services, LLC | 0.16% | Add +1.1% | 526,659 | $39.7M |
| Verus Financial Partners, Inc. | 4.54% | Add +3945.6% | 514,119 | $38.8M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Add +2.4% | 504,688 | $38.1M |
| Cranbrook Wealth Management, LLC | 9.58% | Add +10.1% | 502,528 | $37.9M |
| Beacon Capital Management, Inc. | 1.55% | Reduce -47.2% | 495,879 | $37.0M |
| Cerity Partners LLC | 0.10% | Add +20.6% | 486,605 | $36.3M |
| Bank of Montreal | 0.01% | Add +9.0% | 478,175 | $36.1M |
| Raymond James & Associates | 0.02% | Add +19.5% | 477,282 | $36.0M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.62% | Add +0.3% | 464,063 | $35.0M |
| Cary Street Partners Investment Advisory LLC | 1.48% | Add +7.3% | 502,774 | $35.0M |
| Stifel Financial Corp. | 0.04% | Reduce -4.1% | 424,576 | $32.0M |
| PNC Financial Services Group, Inc. | 0.02% | Add +9.1% | 424,402 | $32.0M |
| Avantax Advisory Services, Inc. | 0.28% | Add +1.3% | 422,609 | $31.9M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.9% | 416,782 | $31.4M |
| Financial Counselors Inc. | 0.53% | Reduce -43.4% | 415,466 | $31.3M |
| Francis Financial, Inc. | 10.08% | Add +13.4% | 413,116 | $31.1M |
| Carolinas Wealth Consulting LLC | 6.09% | Add +3.7% | 409,929 | $30.9M |
| Farther Finance Advisors, LLC | 1.84% | Add +53.3% | 404,881 | $30.2M |
| Willow Creek Wealth Management Inc. | 3.50% | Add +11.4% | 397,320 | $30.0M |
| Cannon Financial Strategists, Inc. | 5.82% | Add +2.1% | 392,407 | $29.6M |
| Modera Wealth Management, LLC | 0.44% | Add +4.3% | 384,922 | $29.0M |
| Discipline Wealth Solutions, LLC | 26.14% | Add +35.7% | 378,032 | $28.2M |
| Austin Private Wealth, LLC | 3.19% | Reduce -6.8% | 371,932 | $27.8M |
| Prime Capital Investment Advisors, LLC | 0.39% | Reduce -5.9% | 365,864 | $27.6M |
| Burt Wealth Advisors | 6.99% | Add +12.3% | 365,676 | $27.6M |
| Keudell/Morrison Wealth Management | 8.34% | Reduce -18.7% | 365,325 | $27.5M |
| OLIO Financial Planning | 11.33% | Reduce -0.1% | 351,857 | $26.9M |
| Bank of Stockton | 8.21% | Reduce -0.6% | 352,803 | $26.6M |
| First National Bank & Trust Co. of Newtown | 5.21% | Add +0.9% | 340,563 | $25.7M |
| SMI Advisory Services, LLC | 6.98% | Add +8.0% | 333,213 | $24.9M |
| Gordian Advisors LLC | 22.77% | Add +6.2% | 328,065 | $24.7M |
| Thrivent Financial for Lutherans | 0.05% | Add +3.4% | 327,438 | $24.7M |
| Pinkerton Wealth, LLC | 3.93% | Add +9.6% | 323,830 | $24.4M |
| Geneos Wealth Management Inc. | 1.12% | Add +3.1% | 323,028 | $24.4M |
| Moisand Fitzgerald Tamayo, LLC | 3.61% | Add +99.0% | 313,154 | $23.6M |
| Scott Capital Advisors, LLC | 7.16% | Add +12.3% | 315,475 | $23.5M |
| Roundview Capital LLC | 1.89% | Add +9.0% | 307,410 | $23.2M |
| Atria Wealth Solutions, Inc. | 0.26% | Reduce -11.2% | 304,147 | $22.9M |
| Cooper Financial Group | 3.76% | Add +17.7% | 303,615 | $22.9M |
| Ballentine Capital Advisors, Inc | 12.28% | Add +32.4% | 299,493 | $22.4M |
| Williams Financial, LLC | 14.58% | New | 290,431 | $21.9M |
| Capital Insight Partners, LLC | 4.09% | Add +3.8% | 290,085 | $21.9M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.0% | 287,574 | $21.7M |
| Strategic Advocates LLC | 8.28% | Add +118.9% | 285,136 | $21.5M |
| Sage Financial Management Group, Inc. | 10.13% | Add +14.7% | 283,682 | $21.4M |
| Rosenberg Matthew Hamilton | 6.13% | Add +4.9% | 284,452 | $21.2M |
| Vanguard Group Inc. | 0.00% | Add +57.7% | 278,059 | $21.0M |
| Windward Private Wealth Management Inc. | 8.50% | Add +6.0% | 275,939 | $20.8M |
| Greystone Financial Group, LLC | 4.02% | New | 267,254 | $20.2M |
| Townsquare Capital LLC | 0.29% | Add +1480.3% | 265,949 | $20.1M |
| Diversified Portfolios, Inc. | 2.73% | Add +3.2% | 257,233 | $19.4M |
| Revisor Wealth Management LLC | 8.53% | Add +130.4% | 248,625 | $18.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.1% | 248,576 | $18.7M |
| Schiavi & Co LLC | 7.28% | Add +8.5% | 244,834 | $18.5M |
| Private Advisor Group, LLC | 0.13% | Add +16.2% | 239,059 | $18.0M |
| PFG Investments, LLC | 1.09% | Add +7142.6% | 238,426 | $18.0M |
| FPC Investment Advisory, Inc. | 17.37% | — | 240,025 | $17.6M |
| Consolidated Portfolio Review Corp | 4.62% | Reduce -1.4% | 233,534 | $17.6M |
| Brown Wealth Management, LLC | 7.10% | New | 227,767 | $17.2M |
| Jacobson & Schmitt Advisors, LLC | 4.01% | Add +10.6% | 224,706 | $16.9M |
| Farmers & Merchants Trust Co of Chambersburg PA | 6.66% | Add +327.2% | 215,374 | $16.2M |
| Orion Porfolio Solutions, LLC | 0.17% | Add +5.0% | 214,996 | $16.2M |
| Orion Portfolio Solutions, LLC | 0.17% | Add +5.0% | 214,996 | $16.2M |
| Stephens Inc. | 0.25% | Add +9.0% | 213,838 | $16.1M |
| CreativeOne Wealth, LLC | 0.62% | Add +11.1% | 206,613 | $15.6M |
| Smithfield Trust Co | 0.82% | Add +17.6% | 205,391 | $15.5M |
| ForthRight Wealth Management, LLC | 5.40% | Add +7.8% | 199,468 | $15.0M |
| Brewster Financial Planning LLC | 12.85% | Add +5.1% | 198,180 | $14.9M |
| Brookstone Capital Management | 0.26% | Reduce -2.7% | 196,193 | $14.8M |
| Atria Investments, Inc | 0.20% | Reduce -31.3% | 196,051 | $14.8M |
| American Money Management, LLC | 3.00% | Add +9.6% | 190,802 | $14.4M |
| Fifth Third Bancorp | 0.06% | Add +3.2% | 188,160 | $14.2M |
| Phillips Financial Management, LLC | 1.16% | Add +11.2% | 188,096 | $14.2M |
| Mercer Global Advisors Inc. | 0.04% | Add +60.4% | 185,652 | $14.0M |
| Silver Coast Investments LLC | 5.71% | Add +7.0% | 185,275 | $14.0M |
| NewSquare Capital LLC | 1.23% | Add +3.0% | 184,962 | $13.9M |
| Human Investing LLC | 2.79% | Add +4.9% | 184,470 | $13.9M |
| Penserra Capital Management LLC | 0.17% | New | 183,280 | $13.8M |
| Meeder Advisory Services, Inc. | 1.37% | Add +9.8% | 178,072 | $13.4M |
| Verde Capital Management | 4.55% | Add +8.2% | 176,462 | $13.3M |
| Lodestar Private Asset Management LLC | 1.89% | Add +9.8% | 175,883 | $13.3M |
| First Merchants Corp. | 0.99% | Add +6.6% | 175,072 | $13.2M |
| Traveka Wealth, LLC | 6.07% | Add +25.4% | 174,272 | $13.1M |
| Betterment LLC | 0.04% | Add +4.1% | 173,921 | $13.1M |
| Soundmark Wealth Management, LLC | 5.80% | Add +46.7% | 173,339 | $13.1M |
| Darrow Company, Inc. | 8.52% | Add +9.9% | 172,644 | $13.0M |
| Acorn Creek Capital LLC | 8.21% | Add +4.8% | 172,577 | $13.0M |
| Cornerstone Planning Group LLC | 3.95% | Add +6.6% | 171,340 | $12.7M |
| Cape Cod Five Cents Savings Bank | 1.22% | Reduce -13.8% | 167,627 | $12.6M |
| Wealthfront Advisers LLC | 0.04% | Reduce -2.5% | 163,167 | $12.3M |
| MA Private Wealth | 2.46% | Add +139.3% | 160,977 | $12.1M |
| Avantax Planning Partners, Inc. | 0.39% | Reduce -2.8% | 160,436 | $12.1M |
| Squarepoint Ops LLC | 0.05% | Add +348.6% | 159,728 | $12.0M |
| Retirement Capital Strategies | 4.87% | New | 157,811 | $11.9M |
| Prudential Financial Inc. | 0.02% | Reduce -22.5% | 156,096 | $11.8M |
| Planned Solutions, Inc. | 5.74% | Reduce -1.6% | 155,162 | $11.7M |
| Creative Financial Designs Inc. | 1.09% | Add +1.3% | 152,578 | $11.5M |
| Asset Management Group, Inc. | 1.70% | Add +0.5% | 148,622 | $11.2M |
| Hoge Financial Services, LLC | 9.00% | Add +14.5% | 146,207 | $11.0M |
| Citigroup Inc. | 0.01% | Add +1.6% | 144,799 | $10.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -2.0% | 139,840 | $10.5M |
| Goldstone Financial Group, LLC | 2.41% | Add +4.5% | 139,485 | $10.5M |
| FC Advisory LLC | 3.87% | Add +2.6% | 139,479 | $10.5M |
| Wescott Financial Advisory Group, LLC | 1.30% | Add +2.4% | 138,387 | $10.4M |
| Parkside Financial Bank & Trust | 1.66% | Add +8.7% | 136,488 | $10.3M |
| Mfa Wealth Advisors, LLC | 2.62% | New | 132,259 | $10.0M |
| MassMutual Private Wealth & Trust, FSB | 0.31% | Reduce -11.8% | 132,080 | $10.0M |
| Stephenson & Company, Inc. | 7.19% | Add +6.6% | 130,374 | $9.8M |
| Fischer Investment Strategies, LLC | 8.36% | Reduce -24.3% | 126,775 | $9.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +3.6% | 126,705 | $9.6M |
| DAVENPORT & Co LLC | 0.06% | Add +28.3% | 126,637 | $9.5M |
| Austin Asset Management Co Inc | 2.07% | Add +4.7% | 125,231 | $9.4M |
| TD Private Client Wealth LLC | 0.31% | Add +8.0% | 125,134 | $9.4M |
| MBA Advisors LLC | 4.70% | Add +13.6% | 120,625 | $9.1M |
| Gemmer Asset Management LLC | 1.05% | Add +0.1% | 120,300 | $9.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.8% | 119,925 | $9.0M |
| Platte River Wealth Advisors, LLC | 2.51% | Add +23.8% | 116,620 | $8.8M |
| Galvin, Gaustad & Stein, LLC | 0.81% | Add +3.3% | 115,321 | $8.7M |
| Sigma Planning Corp | 0.27% | Add +293.2% | 112,475 | $8.5M |
| Allworth Financial LP | 0.06% | Reduce -3.6% | 111,738 | $8.4M |
| Clark Asset Management, LLC | 2.58% | Add +9.2% | 111,211 | $8.4M |
| Ameritas Investment Partners, Inc. | 0.28% | Add +3.6% | 109,542 | $8.3M |
| Pacific Capital Wealth Advisors, Inc. | 1.92% | Reduce -9.1% | 108,375 | $8.2M |
| Tritonpoint Wealth, LLC | 0.85% | Reduce -48.1% | 55,490 | $8.2M |
| Perigon Wealth Management, LLC | 0.25% | Add +2.9% | 107,626 | $8.1M |
| Principal Financial Group Inc. | 0.00% | No change | 105,570 | $8.0M |
| SigFig Wealth Management, LLC | 0.29% | Add +2.6% | 104,851 | $7.9M |
| Certified Advisory Corp | 1.07% | Add +53.9% | 101,669 | $7.7M |
| Bank Hapoalim BM | 1.03% | New | 100,000 | $7.6M |
| Concentric Wealth Management, LLC | 2.02% | Add +7.3% | 100,673 | $7.6M |
| B. Riley Wealth Advisors, Inc. | 0.20% | Add +24.5% | 104,513 | $7.6M |
| Hanover Advisors Inc. | 3.15% | Add +16.5% | 99,698 | $7.5M |
| TrueWealth Financial Partners | 5.27% | Add +4.7% | 99,651 | $7.5M |
| Larson Financial Group LLC | 0.58% | Add +5.2% | 98,718 | $7.4M |
| Associated Banc-Corp | 0.23% | Add +32.6% | 97,578 | $7.4M |
| Connecticut Wealth Management, LLC | 0.39% | Reduce -3.2% | 97,127 | $7.3M |
| Echo Wealth Management, LLC | 6.05% | Add +5.0% | 96,697 | $7.3M |
| Sovereign Investment Advisors, LLC | 2.49% | Add +0.5% | 95,658 | $7.2M |
| Tillman Hartley LLC | 2.45% | Add +0.6% | 94,491 | $7.1M |
| Merriman Wealth Management, LLC | 0.31% | Reduce -0.7% | 93,195 | $7.0M |
| Citadel Advisors | 0.01% | New | 93,163 | $7.0M |
| M&T Bank Corp | 0.02% | Add +24.4% | 93,122 | $7.0M |
| Hyperion Partners, LLC | 5.05% | Add +3.6% | 91,500 | $6.9M |
| Nwam LLC | 0.55% | Add +3.0% | 90,915 | $6.8M |
| Neumann Capital Management, LLC | 2.43% | Add +9.7% | 90,307 | $6.8M |
| Bromfield Sneider Wealth Advisors | 4.11% | Add +26.4% | 88,124 | $6.6M |
| Bokf, NA | 0.12% | Add +17.2% | 88,911 | $6.6M |
| Bay Harbor Wealth Management, LLC | 2.35% | Reduce -0.5% | 86,959 | $6.6M |
| City State Bank | 2.89% | Add +17.1% | 86,769 | $6.5M |
| Safir Wealth Advisors, LLC | 5.29% | Add +6.7% | 85,419 | $6.4M |
| EverSource Wealth Advisors, LLC | 0.51% | Add +22.6% | 87,785 | $6.4M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -47.8% | 84,987 | $6.4M |
| NewEdge Advisors, LLC | 0.05% | Reduce -9.1% | 83,288 | $6.3M |
| Synovus Financial Corp. | 0.08% | Add +10.3% | 82,948 | $6.3M |
| CW Advisors, LLC | 0.11% | Reduce -3.3% | 82,927 | $6.3M |
| Sterling Financial Planning, Inc. | 2.49% | Add +18.5% | 81,572 | $6.2M |
| Continuum Advisory, LLC | 0.91% | Reduce -11.6% | 81,624 | $6.1M |
| Old Mission Capital LLC | 0.15% | Add +146.6% | 78,710 | $5.9M |
| Natixis Advisors, LLC | 0.01% | Add +4.6% | 78,460 | $5.9M |
| Prostatis Group LLC | 2.23% | Add +5.6% | 78,157 | $5.9M |
| Creative Planning | 0.01% | Add +9.1% | 77,762 | $5.9M |
| Studio Investment Management LLC | 1.39% | Reduce -0.5% | 77,687 | $5.9M |
| Country Trust Bank | 0.15% | No change | 77,000 | $5.8M |
| Bluespring Wealth Management, LLC | 0.64% | Reduce -1.3% | 76,820 | $5.8M |
| Park National Corp. | 0.22% | Reduce -18.1% | 76,162 | $5.7M |
| Concourse Financial Group Securities, Inc. | 0.37% | Add +12.0% | 75,439 | $5.7M |
| Snowden Capital Advisors LLC | 0.18% | Add +2.3% | 75,344 | $5.7M |
| Cornerstone Wealth Management, LLC | 0.45% | Reduce -0.8% | 73,915 | $5.6M |
| Parker Financial LLC | 3.17% | Add +7.9% | 73,751 | $5.6M |
| Silver Oak Advisory Group, Inc. | 3.04% | Add +5.0% | 71,847 | $5.4M |
| Family Investment Center, Inc. | 1.72% | Add +77.1% | 70,908 | $5.3M |
| Barclays PLC | 0.00% | Reduce -13.4% | 70,619 | $5.3M |
| Pinnacle Financial Partners Inc | 0.12% | Reduce -7.2% | 70,612 | $5.3M |
| Mgo One Seven LLC | 0.27% | Reduce -17.8% | 70,116 | $5.3M |
| New Hampshire Trust | 1.23% | Reduce -52.4% | 69,959 | $5.3M |
| Captrust Financial Advisors | 0.02% | Add +9.2% | 69,683 | $5.3M |
| Precedent Wealth Partners, LLC | 2.26% | New | 69,635 | $5.3M |
| Evolution Advisers, Inc. | 3.09% | Add +4.3% | 69,446 | $5.2M |
| Invst, LLC | 0.61% | Add +7.3% | 69,494 | $5.2M |
| Buckingham Strategic Wealth, LLC | 0.05% | Reduce -4.9% | 68,018 | $5.1M |
| Sunesis Advisors, LLC | 2.99% | Add +21.3% | 67,684 | $5.1M |
| First Horizon Advisors, Inc. | 0.16% | Add +11.2% | 66,819 | $5.0M |
| Intergy Private Wealth, LLC | 2.03% | Add +4.3% | 65,322 | $4.9M |
| Financial Planning & Information Services, Inc. | 0.73% | Add +16.1% | 64,323 | $4.8M |
| Raffa Wealth Management, LLC | 1.43% | Reduce -1.8% | 63,598 | $4.8M |
| Freedom Investment Management, Inc. | 0.38% | Reduce -30.2% | 63,273 | $4.8M |
| First Heartland Consultants, Inc. | 0.49% | Add +5.0% | 62,586 | $4.7M |
| Forthright Family Wealth Advisory LLC | 3.15% | Reduce -4.4% | 62,371 | $4.7M |
| Greenup Street Wealth Management LLC | 1.18% | Add +10.4% | 62,262 | $4.7M |
| Mutual Advisors, LLC | 0.15% | Add +12.2% | 60,101 | $4.5M |
| Aspire Private Capital, LLC | 1.18% | Add +7.4% | 59,311 | $4.5M |
| Elevated Capital Advisors, LLC | 1.27% | Add +7.3% | 58,743 | $4.4M |
| Warwick Investment Management, Inc. | 1.04% | Add +0.1% | 57,472 | $4.3M |
| Financial Advocates Investment Management | 0.25% | Reduce -3.5% | 57,100 | $4.3M |
| Red Wave Investments LLC | 1.60% | Reduce -3.8% | 56,508 | $4.3M |
| Mustard Seed Financial, LLC | 4.25% | Add +39.8% | 56,494 | $4.3M |
| D.A. Davidson & Co. | 0.04% | Add +30.7% | 56,270 | $4.2M |
| Avior Wealth Management, LLC | 0.20% | Reduce -13.8% | 55,866 | $4.2M |
| WealthCollab, LLC | 3.00% | Add +1.4% | 53,973 | $4.1M |
| Kelman-Lazarov, Inc. | 0.79% | Reduce -6.5% | 53,835 | $4.1M |
| Kestra Private Wealth Services, LLC | 0.09% | Reduce -12.6% | 53,258 | $4.0M |
| Evergreen Wealth Management, LLC | 2.72% | No change | 53,253 | $4.0M |
| Family Legacy, Inc. | 1.42% | Reduce -3.6% | 52,349 | $3.9M |
| Stephen J. Garry & Associates, LLC | 4.04% | Add +2.7% | 51,810 | $3.9M |
| CoreCap Advisors, LLC | 0.21% | Reduce -6.0% | 51,413 | $3.9M |
| Fonville Wealth Management LLC | 1.71% | Add +43.6% | 51,125 | $3.9M |
| Blair William & Co. | 0.01% | Reduce -46.9% | 50,557 | $3.8M |
| Jacobsen Capital Management | 1.76% | New | 50,443 | $3.8M |
| Bessemer Group Inc. | 0.01% | Add +14.2% | 50,095 | $3.8M |
| Bernardo Wealth Planning LLC | 1.05% | Reduce -1.8% | 50,005 | $3.8M |
| Cutler Investment Counsel LLC | 0.50% | Add +10.3% | 49,614 | $3.7M |
| Arax Advisory Partners | 0.39% | Add +8.9% | 48,999 | $3.7M |
| Granite Harbor Advisors, Inc. | 2.50% | Add +1.0% | 48,725 | $3.7M |
| Brown Advisory Inc. | 0.00% | No change | 48,283 | $3.6M |
| Sovereign Financial Group, Inc. | 0.96% | Add +2.2% | 48,205 | $3.6M |
| Earned Wealth Advisors, LLC | 1.38% | Add +103.8% | 47,774 | $3.6M |
| Leeward Financial Partners, LLC | 1.51% | Add +11.2% | 47,369 | $3.6M |
| IFG Advisors, LLC | 0.92% | Add +6.8% | 47,101 | $3.6M |
| Integrated Advisors Network LLC | 0.18% | Add +5.1% | 45,893 | $3.5M |
| Quotient Wealth Partners, LLC | 0.12% | Reduce -78.3% | 45,857 | $3.5M |
| ESL Trust Services, LLC | 0.90% | Add +19.7% | 45,776 | $3.5M |
| Hurlow Wealth Management Group, Inc. | 1.20% | Add +5.8% | 44,987 | $3.4M |
| Clarity Wealth Advisors, LLC | 1.14% | Add +38.1% | 44,527 | $3.4M |
| Clarity Capital Advisors, LLC | 2.63% | Reduce -8.7% | 43,777 | $3.3M |
| White Lighthouse Investment Management Inc. | 0.67% | Add +13.2% | 43,544 | $3.3M |
| Smallwood Wealth Investment Management, LLC | 2.54% | Reduce -2.5% | 43,543 | $3.3M |
| Advisory Alpha, LLC | 0.13% | Reduce -0.5% | 43,316 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.13% | Add +18.4% | 42,315 | $3.2M |
| Boston Family Office LLC | 0.23% | Add +31.8% | 42,045 | $3.2M |
| Arcataur Capital Management LLC | 1.13% | No change | 41,728 | $3.1M |
| Wela Strategies, Inc. | 1.48% | Reduce -7.0% | 41,510 | $3.1M |
| LexAurum Advisors, LLC | 0.78% | Add +13.9% | 40,974 | $3.1M |
| Waller Financial Planning Group, Inc. | 0.80% | Reduce -5.1% | 39,911 | $3.0M |
| BLB&B Advisors, LLC | 0.17% | Reduce -10.7% | 39,581 | $3.0M |
| Centennial Bank | 1.53% | Add +1110.4% | 39,556 | $3.0M |
| Private Wealth Group, LLC | 1.54% | No change | 39,403 | $3.0M |
| StoneX Group Inc. | 0.27% | Reduce -2.6% | 39,143 | $3.0M |
| Orrstown Financial Services Inc. | 1.64% | Reduce -21.2% | 39,137 | $3.0M |
| Physician Wealth Solutions Inc. | 2.43% | Reduce -8.9% | 38,423 | $2.9M |
| Eclectic Associates Inc. | 1.32% | Add +7.4% | 38,400 | $2.9M |
| Harbour Trust & Investment Management Co | 0.36% | Add +47.2% | 37,958 | $2.9M |
| Aveo Capital Partners, LLC | 0.31% | Reduce -6.0% | 38,218 | $2.8M |
| Naples Global Advisors, LLC | 0.29% | Add +8.3% | 37,305 | $2.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.33% | Reduce -39.2% | 36,642 | $2.8M |
| Provident Wealth Management, LLC | 1.03% | Add +12.2% | 36,343 | $2.7M |
| Sheets Smith Wealth Management | 0.31% | Reduce -6.5% | 36,252 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +12.3% | 35,993 | $2.7M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -48.9% | 35,835 | $2.7M |
| Smartleaf Asset Management LLC | 0.52% | Reduce -6.2% | 35,704 | $2.7M |
| St. Louis Trust Co | 0.42% | Add +0.0% | 35,495 | $2.7M |
| Joseph P. Lucia & Associates, LLC | 1.41% | Add +83.8% | 34,944 | $2.6M |
| Merit Financial Group, LLC | 0.06% | Reduce -27.5% | 35,270 | $2.6M |
| Joel Isaacson & Co., LLC | 0.14% | Add +79.5% | 34,390 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.27% | Add +0.7% | 34,269 | $2.6M |
| Matisse Capital | 1.23% | No change | 33,990 | $2.6M |
| Houlihan Financial Resource Group, Ltd. | 1.14% | No change | 33,697 | $2.5M |
| GAMMA Investing LLC | 0.51% | Add +58.0% | 33,507 | $2.5M |
| Waverly Advisors, LLC | 0.06% | Add +3.4% | 33,216 | $2.5M |
| Arcadia Wealth Management, LLC | 1.54% | Add +11.2% | 33,145 | $2.5M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Reduce -4.8% | 33,002 | $2.5M |
| Kickstand Ventures, Llc. | 0.70% | Reduce -0.4% | 32,962 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +28.2% | 32,884 | $2.5M |
| Ameritas Advisory Services, LLC | 0.10% | Reduce -84.2% | 32,469 | $2.4M |
| NBT Bank, N.A. | 0.18% | Reduce -4.8% | 32,070 | $2.4M |
| Arlington Financial Advisors, LLC | 0.53% | Add +38.4% | 31,726 | $2.4M |
| SignalPoint Asset Management, LLC | 0.65% | Add +1.2% | 31,622 | $2.4M |
| Adero Partners, LLC | 0.18% | Add +5.8% | 31,460 | $2.4M |
| Meeder Asset Management Inc. | 0.15% | Add +14.2% | 31,424 | $2.4M |
| Beaird Harris Wealth Management, LLC | 0.23% | Add +8.7% | 30,670 | $2.3M |
| Aureus Asset Management, LLC | 0.16% | Add +4.5% | 30,581 | $2.3M |
| Regions Financial Corp. | 0.02% | Add +177.3% | 30,506 | $2.3M |
| RS Crum Inc. | 0.63% | Add +14.3% | 30,464 | $2.3M |
| Prospera Financial Services Inc | 0.07% | Add +2.7% | 30,253 | $2.3M |
| Capital Investment Services of America, Inc. | 0.22% | No change | 30,155 | $2.3M |
| Milestone Investment Advisors LLC | 0.61% | Reduce -0.3% | 29,950 | $2.3M |
| Ballentine Partners, LLC | 0.04% | Add +1.8% | 29,936 | $2.3M |
| Bank of Hawaii | 0.11% | Reduce -0.5% | 29,856 | $2.3M |
| Smart Money Group LLC | 0.86% | Add +7.7% | 30,239 | $2.2M |
| BancFirst Trust & Investment Management | 1.06% | Reduce -5.5% | 29,326 | $2.2M |
| Cambridge Capital Management, LLC | 1.73% | Reduce -0.1% | 29,224 | $2.2M |
| First Hawaiian Bank | 0.07% | No change | 29,214 | $2.2M |
| Breakwater Capital Group | 0.55% | Add +4.1% | 29,201 | $2.2M |
| Prudent Man Advisors, LLC | 0.82% | Reduce -44.5% | 28,902 | $2.2M |
| Good Life Advisors, LLC | 0.19% | Add +90.7% | 28,742 | $2.2M |
| Mitchell McLeod Pugh & Williams Inc. | 0.52% | Add +26.5% | 28,658 | $2.2M |
| Investments & Financial Planning, LLC | 1.47% | Add +5.7% | 28,452 | $2.1M |
| Wealth Management Associates, Inc. | 1.00% | Add +3.0% | 28,556 | $2.1M |
| Secure Asset Management, LLC | 0.50% | Add +5.7% | 28,318 | $2.1M |
| Quadrant Capital Group LLC | 0.17% | No change | 28,074 | $2.1M |
| Nabity-Jensen Investment Management Inc | 1.73% | Add +2.4% | 27,868 | $2.1M |
| VCI Wealth Management LLC | 1.42% | Reduce -11.3% | 27,763 | $2.1M |
| Busey Bank | 0.07% | Reduce -3.7% | 27,638 | $2.1M |
| Semmax Financial Advisors Inc. | 0.68% | Add +3.0% | 27,685 | $2.1M |
| Valmark Advisers, Inc. | 0.04% | Add +11.9% | 27,122 | $2.0M |
| Cahill Wealth Management, LLC | 1.17% | Add +0.3% | 26,577 | $2.0M |
| Ascent Group, LLC | 0.18% | Add +1.1% | 26,514 | $2.0M |
| AlphaStar Capital Management, LLC | 0.21% | Reduce -3.5% | 26,486 | $2.0M |
| Deutsche Bank AG | 0.00% | No change | 26,245 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -12.1% | 26,189 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +12.4% | 25,982 | $2.0M |
| HTLF Bank | 0.22% | Reduce -1.6% | 25,807 | $1.9M |
| VestGen Investment Management | 0.58% | Add +5.2% | 25,245 | $1.9M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.67% | Add +0.0% | 25,153 | $1.9M |
| Compass Financial Group, Inc. | 1.01% | Add +0.1% | 25,090 | $1.9M |
| PAX Financial Group, LLC | 0.38% | Add +1.2% | 24,846 | $1.9M |
| Life Planning Partners, Inc | 1.85% | Reduce -3.3% | 24,682 | $1.9M |
| Strategic Investment Advisors / MI | 0.24% | Add +4.9% | 24,536 | $1.8M |
| Wellington Wealth Strategies, LLC. | 0.86% | New | 24,402 | $1.8M |
| Denver PWM, LLC | 0.70% | Reduce -0.2% | 24,210 | $1.8M |
| Websterrogers Financial Advisors, LLC | 0.64% | Reduce -82.0% | 23,808 | $1.8M |
| Foresight Capital Management Advisors, Inc. | 1.35% | New | 23,450 | $1.8M |
| Mason & Associates, LLC | 1.35% | — | 23,450 | $1.8M |
| Market Street Wealth Management Advisors LLC | 0.31% | Reduce -5.7% | 23,218 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.53% | Reduce -17.5% | 23,114 | $1.7M |
| Harbour Investments, Inc. | 0.06% | Reduce -1.3% | 22,971 | $1.7M |
| First County Bank | 0.85% | Reduce -6.5% | 22,946 | $1.7M |
| Sonora Investment Management Group, LLC | 0.14% | New | 22,901 | $1.7M |
| C M Bidwell & Associates Ltd. | 1.15% | Add +166.3% | 22,404 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -17.3% | 22,292 | $1.7M |
| United Bank | 0.20% | No change | 22,249 | $1.7M |
| Patten Group, Inc. | 0.41% | Add +0.1% | 22,111 | $1.7M |
| Golden Road Advisors LLC | 1.38% | New | 22,055 | $1.7M |
| Silvia McColl Wealth Management, LLC | 1.42% | Add +5.8% | 22,429 | $1.7M |
| SageView Advisory Group, LLC | 0.08% | New | 18,300 | $1.6M |
| Fifth Third Securities, Inc. | 0.16% | Add +4.7% | 21,635 | $1.6M |
| KPP Advisory Services LLC | 0.45% | New | 21,512 | $1.6M |
| Apella Capital, LLC | 0.08% | Reduce -28.0% | 21,061 | $1.6M |
| Wheelhouse Advisory Group LLC | 1.21% | Add +7.4% | 20,824 | $1.6M |
| Mengis Capital Management, Inc. | 0.24% | Add +7.9% | 20,819 | $1.6M |
| Advisory Services Network, LLC | 0.03% | Add +63.7% | 20,728 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Add +26.7% | 20,643 | $1.6M |
| Capital Advisors, Ltd. LLC | 0.20% | Reduce -15.5% | 20,451 | $1.5M |
| Plum Street Advisors, LLC | 0.78% | Reduce -16.0% | 19,662 | $1.5M |
| Blue Barn Wealth, LLC | 0.86% | Add +1.5% | 20,379 | $1.5M |
| Tranquilli Financial Advisor LLC | 1.01% | Reduce -37.0% | 20,185 | $1.5M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -11.2% | 20,180 | $1.5M |
| Kampmann Melissa S. | 1.07% | Add +4.6% | 19,714 | $1.5M |
| Stephens Consulting, LLC | 0.45% | Reduce -6.3% | 19,569 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.45% | Add +12.4% | 19,473 | $1.5M |
| AE Wealth Management LLC | 0.02% | Reduce -88.3% | 19,298 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -0.1% | 19,266 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +16.0% | 19,147 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.66% | Add +2.1% | 18,873 | $1.4M |
| Invenio Wealth Partners LLC | 0.76% | Add +24.6% | 18,818 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | Add +4.5% | 18,772 | $1.4M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -34.9% | 18,737 | $1.4M |
| Simplicity Wealth,LLC | 0.03% | New | 18,737 | $1.4M |
| Old National Bancorp | 0.03% | Reduce -6.9% | 18,502 | $1.4M |
| Partners in Financial Planning | 0.31% | Reduce -37.9% | 18,263 | $1.4M |
| CENTRAL TRUST Co | 0.03% | Add +28.6% | 17,906 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.23% | Add +14.7% | 17,888 | $1.3M |
| Wells Trecaso Financial Group, LLC | 0.47% | Add +16.6% | 17,830 | $1.3M |
| CGN Advisors LLC | 0.17% | Reduce -8.3% | 17,580 | $1.3M |
| Bourgeon Capital Management LLC | 0.26% | Add +6.8% | 17,526 | $1.3M |
| FFG Retirement Advisors LLC | 0.93% | Reduce -87.8% | 17,464 | $1.3M |
| HT Partners LLC | 0.47% | Add +11.4% | 17,326 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -3.4% | 17,242 | $1.3M |
| Fagan Associates, Inc. | 0.24% | Reduce -1.9% | 17,204 | $1.3M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.1% | 17,175 | $1.3M |
| Axxcess Wealth Management, LLC | 0.04% | Reduce -2.5% | 17,174 | $1.3M |
| Centaurus Financial, Inc. | 0.09% | Reduce -2.3% | 16,841 | $1.3M |
| Mountain Pacific Investment Advisers LLC | 0.07% | Reduce -25.5% | 16,817 | $1.3M |
| Rothschild Investment LLC | 0.09% | No change | 16,740 | $1.3M |
| Easterly Investment Partners LLC | 0.10% | Add +4.3% | 16,692 | $1.3M |
| FourThought Financial Partners, LLC | 0.14% | No change | 16,545 | $1.2M |
| Seeds Investor LLC | 1.12% | Add +35.3% | 16,184 | $1.2M |
| Summit Financial, LLC | 0.07% | Reduce -11.6% | 16,184 | $1.2M |
| Level Four Advisory Services, LLC | 0.07% | No change | 15,922 | $1.2M |
| Dakota Wealth Management | 0.03% | No change | 16,033 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.30% | Reduce -9.9% | 16,031 | $1.2M |
| CGC Financial Services, LLC | 0.62% | Add +18.6% | 15,727 | $1.2M |
| Cadent Capital Advisors, LLC | 0.47% | Reduce -2.4% | 15,613 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +4.0% | 15,422 | $1.2M |
| New Potomac Partners, LLC | 0.64% | Add +3.7% | 15,383 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.19% | Add +38.8% | 15,229 | $1.1M |
| JT Stratford LLC | 0.23% | Reduce -5.3% | 15,162 | $1.1M |
| Anderson Hoagland & Co. | 0.13% | New | 15,496 | $1.1M |
| Hohimer Wealth Management, LLC | 0.26% | Add +103.5% | 14,972 | $1.1M |
| LFA - Lugano Financial Advisors SA | 0.82% | Reduce -73.0% | 14,901 | $1.1M |
| Mycio Wealth Partners, LLC | 0.28% | New | 14,849 | $1.1M |
| Country Club Bank | 0.08% | Reduce -6.2% | 14,808 | $1.1M |
| Lanark Financial, Inc. | 0.10% | Add +7.0% | 13,469 | $1.1M |
| Family Wealth Partners, LLC | 0.63% | Reduce -23.1% | 14,763 | $1.1M |
| Two Sigma Securities, LLC | 0.05% | Add +288.9% | 14,733 | $1.1M |
| Hardy Reed LLC | 0.14% | Reduce -0.2% | 14,724 | $1.1M |
| Portfolio Strategies, Inc. | 0.08% | New | 14,724 | $1.1M |
| Cibc World Market Inc. | 0.00% | Reduce -24.9% | 14,618 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +75.4% | 14,548 | $1.1M |
| Bremer Bank National Association | 0.20% | Reduce -80.5% | 14,256 | $1.1M |
| Edgestream Partners, L.P. | 0.05% | New | 14,254 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | New | 14,078 | $1.1M |
| Poplar Forest Capital LLC | 0.14% | Add +1.7% | 14,077 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Add +1.1% | 13,848 | $1.0M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -1.5% | 13,683 | $1.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.16% | Reduce -7.1% | 13,506 | $1.0M |
| Courage Miller Partners, LLC | 0.35% | Add +1.8% | 13,500 | $1.0M |
| Capital Advisory Group Advisory Services, LLC | 0.48% | Add +76.3% | 13,323 | $1.0M |
| Trust Co. of Vermont | 0.06% | Reduce -0.4% | 13,254 | $999K |
| Pacific Financial Group Inc. | 0.69% | Add +1.4% | 13,208 | $996K |
| Stokes Capital Advisors, LLC | 0.29% | Reduce -0.2% | 13,205 | $996K |
| Northern Trust Corp. | 0.00% | Reduce -0.1% | 13,149 | $991K |
| Legacy Trust | 0.25% | Add +46.5% | 13,069 | $985K |
| Cary Street Partners Asset Management LLC | 0.15% | Reduce -25.9% | 13,042 | $983K |
| Equitable Holdings, Inc. | 0.01% | Add +3.0% | 12,911 | $973K |
| RFG Advisory, LLC | 0.03% | Add +34.9% | 12,800 | $965K |
| Werba Rubin Papier Wealth Management | 0.28% | Add +192.8% | 12,765 | $962K |
| Headinvest, LLC | 0.19% | Add +1.7% | 12,660 | $955K |
| Independent Financial Group, LLC | 0.04% | Add +27.1% | 12,648 | $954K |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +12.4% | 12,475 | $941K |
| International Assets Investment Management, LLC | 0.10% | Reduce -0.5% | 12,482 | $932K |
| World Investment Advisors | 0.13% | Add +42.0% | 12,355 | $932K |
| UMB Bank, n.a. | 0.01% | Add +4.8% | 12,297 | $927K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +3.4% | 12,048 | $908K |
| TRUE Private Wealth Advisors | 0.10% | Reduce -62.1% | 12,015 | $906K |
| Thomasville National Bank | 0.07% | Reduce -0.1% | 11,925 | $899K |
| Boyd Wealth Management, LLC | 0.51% | Add +16.3% | 11,875 | $895K |
| Fiduciary Trust Co | 0.01% | No change | 11,663 | $879K |
| Duncker Streett & Co. Inc. | 0.17% | No change | 11,501 | $867K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.1% | 11,489 | $866K |
| Summit Wealth & Retirement Planning, Inc. | 0.30% | Reduce -3.5% | 11,327 | $854K |
| Glass Jacobson Investment Advisors llc | 0.32% | No change | 11,171 | $842K |
| Fermata Advisors, LLC | 0.19% | Reduce -86.5% | 11,134 | $839K |
| Everhart Financial Group, Inc. | 0.24% | Add +36.3% | 11,127 | $839K |
| DBK Financial Counsel, LLC | 0.88% | Add +0.1% | 11,118 | $838K |
| &partners | 0.11% | Add +221.7% | 10,986 | $825K |
| Carmichael Hill & Associates, Inc. | 0.34% | Add +5.0% | 10,905 | $822K |
| Shelter Mutual Insurance Co | 0.21% | No change | 10,900 | $822K |
| Becker Capital Management Inc. | 0.03% | No change | 10,805 | $815K |
| Ridgewood Investments LLC | 0.43% | Add +17.8% | 10,715 | $808K |
| PBMares Wealth Management LLC | 0.21% | Reduce -0.5% | 10,702 | $807K |
| First American Trust, FSB | 0.08% | Reduce -3.6% | 10,600 | $799K |
| Delta Financial Group, Inc. | 0.23% | Add +25.8% | 10,544 | $795K |
| Zhang Financial LLC | 0.06% | Reduce -1.6% | 10,535 | $794K |
| Capital Analysts, LLC | 0.04% | Reduce -2.5% | 10,534 | $794K |
| Integrity Financial Corp | 0.54% | Reduce -7.3% | 10,522 | $793K |
| Invesco Ltd. | 0.00% | Add +1.9% | 10,373 | $782K |
| Index Fund Advisors, Inc. | 0.04% | Reduce -30.4% | 10,297 | $776K |
| Motco | 0.05% | Add +8.3% | 10,203 | $769K |
| Hill Investment Group Partners, LLC | 0.11% | No change | 10,174 | $767K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -4.7% | 10,173 | $767K |
| Wedbush Securities Inc. | 0.03% | Reduce -0.5% | 10,063 | $759K |
| Eudaimonia Partners, LLC | 0.18% | Add +36.0% | 9,960 | $751K |
| Global Retirement Partners, LLC | 0.03% | Add +4.0% | 9,943 | $750K |
| Verum Partners LLC | 0.26% | Reduce -33.1% | 9,831 | $741K |
| Foundations Investment Advisors, LLC | 0.02% | Add +0.9% | 9,824 | $741K |
| Imprint Wealth LLC | 0.17% | New | 9,619 | $718K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -45.4% | 9,445 | $712K |
| Integrity Wealth Solutions LLC | 0.46% | Add +47.4% | 9,431 | $711K |
| Nilsine Partners, LLC | 0.10% | New | 9,365 | $706K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -1.4% | 9,305 | $702K |
| Capital Investment Counsel, LLC | 0.15% | Add +19.9% | 9,286 | $700K |
| Cwm, LLC | 0.00% | Reduce -15.1% | 9,175 | $692K |
| Koshinski Asset Management, Inc. | 0.07% | Add +35.6% | 9,054 | $683K |
| Welch & Forbes LLC | 0.01% | Reduce -7.7% | 9,042 | $682K |
| Signal Advisors Wealth, LLC | 0.17% | Reduce -1.8% | 8,909 | $672K |
| Sonata Capital Group Inc. | 0.30% | Add +19.1% | 8,876 | $669K |
| Maripau Wealth Management LLC | 0.50% | Reduce -2.9% | 8,869 | $669K |
| Ramiah Investment Group | 0.63% | Add +11.3% | 8,837 | $666K |
| Powers Advisory Group, LLC | 0.38% | Reduce -1.0% | 8,784 | $662K |
| Frank, Rimerman Advisors LLC | 0.13% | No change | 8,783 | $662K |
| Kovack Advisors, Inc. | 0.08% | Add +0.1% | 8,741 | $659K |
| Triton Financial Group Inc | 0.46% | Reduce -33.1% | 8,672 | $654K |
| CWA Asset Management Group, LLC | 0.04% | Add +11.8% | 8,593 | $648K |
| HRT Financial LP | 0.00% | Add +95.7% | 8,567 | $645K |
| Security Financial Services, INC. | 0.14% | Add +9.5% | 8,394 | $633K |
| Peninsula Wealth, LLC | 0.12% | Add +35.8% | 8,286 | $625K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -3.0% | 8,226 | $620K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.2% | 8,178 | $617K |
| Marcum Wealth, LLC | 0.06% | Reduce -2.9% | 8,159 | $615K |
| Arbor Wealth Advisors LLC | 0.58% | Add +0.1% | 8,082 | $609K |
| LaSalle St. Investment Advisors, LLC | 0.34% | Add +32.4% | 8,056 | $607K |
| National Bank of Canada | 0.00% | Reduce -2.3% | 8,193 | $606K |
| ICA Group Wealth Management, LLC | 0.12% | Add +6.4% | 8,016 | $604K |
| One Wealth Advisors, LLC | 0.10% | Reduce -38.9% | 7,880 | $594K |
| Cresset Asset Management, LLC | 0.00% | Add +53.1% | 7,768 | $586K |
| Traction Financial Partners, LLC | 0.45% | Reduce -4.9% | 7,865 | $582K |
| Northwest Wealth Management, LLC | 0.16% | Add +4.8% | 7,618 | $574K |
| Long Island Wealth Management, Inc. | 0.41% | Add +0.4% | 7,613 | $574K |
| S. R. Schill & Associates | 0.24% | Reduce -4.5% | 7,437 | $561K |
| FSA Advisors, Inc. | 0.60% | Reduce -6.0% | 7,412 | $559K |
| Northstar Group, Inc. | 0.11% | No change | 7,371 | $556K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -6.2% | 7,350 | $554K |
| Ancora Advisors LLC | 0.01% | Add +1.8% | 7,145 | $539K |
| Evanson Asset Management, LLC | 0.04% | Add +0.0% | 7,137 | $538K |
| Argonautica Private Wealth Management, Inc. | 0.19% | Reduce -0.6% | 7,101 | $535K |
| GFG Capital, LLC | 0.14% | No change | 7,020 | $529K |
| Caldwell Trust Co | 0.06% | Reduce -32.0% | 7,000 | $528K |
| Southland Equity Partners LLC | 0.15% | Reduce -1.3% | 6,949 | $524K |
| Spire Wealth Management | 0.01% | Reduce -75.8% | 6,904 | $521K |
| Estate Counselors, LLC | 0.06% | Reduce -96.3% | 6,880 | $519K |
| Kraft Asset Management, LLC | 0.42% | No change | 6,861 | $517K |
| Zuckerman Investment Group, LLC | 0.06% | Add +3.5% | 6,857 | $517K |
| Biltmore Family Office, LLC | 0.10% | No change | 6,674 | $503K |
| Stockman Wealth Management, Inc. | 0.09% | Add +17.1% | 6,626 | $500K |
| Community Bank of Raymore | 0.23% | Add +0.0% | 6,581 | $496K |
| Allen Investment Management, LLC | 0.01% | Add +0.6% | 6,549 | $494K |
| Barrett & Company, Inc. | 0.23% | Add +1.1% | 6,321 | $477K |
| Wesbanco Bank Inc. | 0.02% | No change | 6,321 | $477K |
| Western Wealth Management, LLC | 0.04% | Reduce -74.5% | 6,294 | $475K |
| Global Financial Private Client, LLC | 0.20% | Reduce -6.7% | 6,227 | $465K |
| Signify Wealth | 0.76% | Reduce -66.6% | 6,082 | $459K |
| Grey Ledge Advisors, LLC | 0.13% | Reduce -10.3% | 6,054 | $456K |
| Bank of New Hampshire | 0.12% | Reduce -2.1% | 6,015 | $454K |
| Parallel Advisors, LLC | 0.01% | Add +153.0% | 5,988 | $451K |
| Bogart Wealth, LLC | 0.02% | Add +11.3% | 5,973 | $450K |
| LongView Wealth Management | 0.18% | Add +32.1% | 5,931 | $447K |
| Radnor Capital Management, LLC | 0.08% | No change | 5,912 | $446K |
| Flagstar Securities, Inc. | 0.12% | Reduce -5.3% | 5,908 | $446K |
| First Citizens Financial Corp | 0.26% | Add +1.6% | 5,904 | $445K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 5,900 | $445K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +1.3% | 5,808 | $438K |
| MBL Wealth, LLC | 0.05% | New | 5,800 | $437K |
| Private Portfolio Partners LLC | 0.09% | Add +63.5% | 5,776 | $435K |
| Park Avenue Securities LLC | 0.01% | Add +4.5% | 5,637 | $425K |
| Vantage Financial Partners, LLC | 0.11% | Add +16.1% | 5,626 | $424K |
| Kelly Financial Services LLC | 0.16% | Reduce -7.1% | 5,592 | $422K |
| IHT Wealth Management, LLC | 0.02% | Reduce -7.5% | 5,563 | $419K |
| Chapin Davis, Inc. | 0.15% | No change | 5,527 | $417K |
| SilverOak Wealth Management LLC | 0.10% | Reduce -0.1% | 5,527 | $417K |
| Cedar Brook Financial Partners, LLC | 0.08% | No change | 5,522 | $416K |
| LifePro Asset Management | 0.27% | No change | 5,507 | $415K |
| Trilogy Capital Inc. | 0.02% | Add +1.7% | 5,457 | $411K |
| Private Management Group Inc. | 0.02% | New | 5,449 | $411K |
| Petix & Botte Co | 0.10% | Reduce -54.1% | 5,428 | $409K |
| Compass Advisory Group LLC | 0.18% | Add +0.2% | 5,409 | $408K |
| Redwood Investment Management, LLC | 0.04% | Reduce -9.5% | 5,395 | $407K |
| StrongBox Wealth, LLC | 0.21% | Reduce -9.2% | 5,355 | $404K |
| Andrews, Lucia Wealth Management LLC | 0.29% | Add +0.1% | 5,342 | $403K |
| 9258 Wealth Management, LLC | 0.06% | No change | 5,325 | $402K |
| Prio Wealth Limited Partnership | 0.01% | No change | 5,319 | $401K |
| Eagle Strategies LLC | 0.09% | New | 5,290 | $399K |
| Bruce G. Allen Investments, LLC | 0.33% | Add +14.0% | 5,283 | $398K |
| Anson Capital, Inc. | 0.57% | No change | 5,269 | $397K |
| Prosperity Consulting Group, LLC | 0.05% | Add +68.6% | 5,258 | $396K |
| Assetmark, Inc. | 0.00% | Add +23.2% | 5,228 | $394K |
| Opal Wealth Advisors, LLC | 0.13% | Reduce -2.5% | 5,226 | $394K |
| Absolute Capital Management, LLC | 0.25% | Add +4.5% | 5,141 | $388K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 5,106 | $385K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -19.4% | 4,961 | $374K |
| Greenwich Wealth Management LLC | 0.03% | Add +56.1% | 4,940 | $372K |
| Cypress Wealth Services, LLC | 0.09% | Add +57.4% | 4,911 | $370K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.18% | Add +0.1% | 4,899 | $369K |
| High Probability Advisors, LLC | 0.07% | New | 4,828 | $364K |
| Successful Portfolios LLC | 0.25% | Add +19.1% | 4,811 | $363K |
| Lion Street Advisors, LLC | 0.15% | No change | 4,730 | $361K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | Add +0.4% | 4,877 | $359K |
| Parsons Capital Management Inc. | 0.02% | Reduce -6.2% | 4,727 | $356K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.4% | 4,680 | $353K |
| Crescent Sterling, Ltd. | 0.32% | New | 4,606 | $347K |
| Bath Savings Trust Co | 0.04% | No change | 4,577 | $345K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -7.1% | 4,568 | $344K |
| Franklin Resources Inc. | 0.00% | No change | 4,540 | $342K |
| Forum Private Client Group LLC | 0.16% | Add +3.1% | 4,506 | $340K |
| Veery Capital, LLC | 0.14% | Reduce -18.9% | 4,451 | $336K |
| Panoramic Investment Advisors, LLC | 0.25% | Add +36.9% | 4,450 | $336K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.5% | 4,398 | $332K |
| Swisher Financial Concepts, Inc. | 0.29% | Reduce -2.0% | 4,468 | $330K |
| OMNI 360 Wealth, Inc. | 0.27% | Reduce -10.2% | 4,365 | $329K |
| Sterling Wealth Management, Inc. | 0.16% | Reduce -32.0% | 4,274 | $322K |
| HBW Advisory Services LLC | 0.06% | No change | 4,215 | $322K |
| Caitlin John, LLC | 0.24% | Add +29.9% | 4,245 | $320K |
| Center For Asset Management LLC | 0.26% | Add +3.3% | 4,244 | $320K |
| Jacobi Capital Management LLC | 0.03% | New | 4,226 | $319K |
| Montz Harcus Wealth Management LLC | 0.22% | New | 4,218 | $318K |
| Anchor Investment Management, LLC | 0.03% | Reduce -13.2% | 4,193 | $316K |
| EWG Elevate Inc. | 0.12% | Reduce -11.1% | 4,181 | $315K |
| McAdam, LLC | 0.02% | New | 4,173 | $315K |
| Compound Planning, Inc. | 0.03% | Reduce -8.4% | 4,173 | $315K |
| Lebenthal Global Advisors, LLC | 0.07% | Add +2.5% | 4,162 | $314K |
| LifePlan Investment Advisors, Inc. | 0.25% | New | 4,153 | $313K |
| Mosaic Family Wealth Partners, LLC | 0.05% | No change | 4,130 | $311K |
| Smith, Moore & Co. | 0.03% | Reduce -1.4% | 4,117 | $310K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +11.0% | 4,085 | $308K |
| Vance Wealth, LLC | 0.12% | Add +2.4% | 4,057 | $306K |
| PFG Advisors | 0.02% | Reduce -8.3% | 4,031 | $304K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Reduce -1.8% | 4,019 | $303K |
| Kanawha Capital Management LLC | 0.02% | Add +5.9% | 4,013 | $303K |
| Quantum Portfolio Management LLC | 0.17% | No change | 4,000 | $302K |
| Godshalk Welsh Capital Management, Inc. | 0.20% | Add +2.7% | 3,970 | $299K |
| Financial Life Advisors | 0.12% | No change | 3,959 | $299K |
| WealthCare Investment Partners, LLC | 0.14% | Add +19.5% | 3,952 | $298K |
| First Personal Financial Services | 0.07% | No change | 3,951 | $298K |
| Capital Advisors Wealth Management, LLC | 0.06% | New | 3,922 | $296K |
| Archer Investment Corp | 0.09% | Add +10.0% | 3,908 | $295K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -2.3% | 3,898 | $294K |
| Retirement Planning Group, LLC | 0.02% | New | 3,878 | $292K |
| Stanley-Laman Group, Ltd. | 0.04% | Add +6.4% | 3,619 | $291K |
| Rf&l Wealth Management, LLC | 0.22% | Reduce -14.5% | 3,840 | $290K |
| Aptus Capital Advisors, LLC | 0.01% | Add +176.6% | 3,834 | $289K |
| TrueWealth Advisors, LLC | 0.11% | Reduce -3.8% | 3,820 | $288K |
| TriaGen Wealth Management LLC | 0.12% | Reduce -84.3% | 3,752 | $283K |
| Valeo Financial Advisors, LLC | 0.01% | Add +37.7% | 3,796 | $279K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.11% | No change | 3,680 | $277K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 3,671 | $277K |
| Dearborn Partners LLC | 0.01% | No change | 3,654 | $276K |
| Center for Financial Planning, Inc. | 0.04% | No change | 3,650 | $275K |
| Trustmark Bank Trust Department | 0.02% | No change | 3,650 | $275K |
| Liberty Wealth Management LLC | 0.05% | Add +60550.0% | 3,639 | $274K |
| Robinswood Financial LLC | 0.12% | No change | 3,625 | $271K |
| TSA Wealth Managment LLC | 0.12% | New | 3,584 | $270K |
| Lwmg, LLC | 0.06% | Reduce -30.3% | 3,521 | $266K |
| Level Financial Advisors | 0.12% | Add +31.4% | 3,487 | $263K |
| IFP Advisors, Inc | 0.01% | Reduce -31.1% | 3,484 | $263K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -14.3% | 3,472 | $262K |
| S.A. Mason LLC | 0.16% | No change | 3,471 | $262K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -19.9% | 3,452 | $260K |
| Savant Capital, LLC | 0.00% | Reduce -10.1% | 3,433 | $259K |
| Transcend Capital Advisors, LLC | 0.02% | Add +4.3% | 3,424 | $258K |
| SVB Wealth LLC | 0.01% | Reduce -18.4% | 3,413 | $257K |
| Mission Creek Capital Partners, Inc. | 0.07% | Reduce -22.1% | 3,396 | $256K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -3.3% | 3,387 | $255K |
| First Financial Bank - Trust Division | 0.02% | Reduce -27.2% | 3,370 | $254K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -2.3% | 3,359 | $253K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -6.3% | 3,321 | $250K |
| Martel Wealth Advisors LLC | 0.05% | Add +0.6% | 3,311 | $250K |
| Guidance Capital, Inc. | 0.09% | New | 3,392 | $249K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -28.1% | 3,290 | $248K |
| Signaturefd, LLC | 0.01% | Add +5.3% | 3,274 | $247K |
| Investment Advisory Group, LLC | 0.10% | No change | 3,266 | $246K |
| Bordeaux Wealth Advisors LLC | 0.08% | New | 3,250 | $245K |
| Walker Asset Management, LLC | 0.16% | Add +0.5% | 3,214 | $242K |
| Slagle Financial, LLC | 0.13% | Reduce -45.8% | 3,214 | $242K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -98.6% | 3,204 | $242K |
| EnRich Financial Partners LLC | 0.09% | Add +0.0% | 3,201 | $241K |
| TAGStone Capital, Inc. | 0.14% | Add +0.6% | 3,157 | $238K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 3,142 | $237K |
| Private Trust Co. NA | 0.03% | Reduce -4.0% | 3,127 | $236K |
| West Paces Advisors Inc. | 0.06% | Reduce -6.7% | 3,112 | $235K |
| Horst & Graben Wealth Management LLC | 0.05% | Reduce -0.6% | 3,108 | $234K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.6% | 3,062 | $231K |
| Addison Capital Co | 0.11% | Reduce -8.7% | 3,062 | $231K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.1% | 3,053 | $230K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 3,013 | $227K |
| Citizens Financial Group Inc. | 0.01% | Add +0.5% | 3,006 | $227K |
| WNY Asset Management, LLC | 0.03% | No change | 2,999 | $226K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -15.0% | 2,963 | $223K |
| Moseley Investment Management Inc. | 0.11% | No change | 2,942 | $222K |
| World Equity Group, Inc. | 0.05% | Reduce -20.5% | 2,938 | $221K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -46.6% | 2,895 | $218K |
| MKT Advisors LLC | 0.12% | Reduce -13.2% | 2,961 | $218K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.6% | 2,893 | $218K |
| Brightwater Advisory LLC | 0.17% | New | 2,886 | $218K |
| Balefire, LLC | 0.08% | Add +18.1% | 2,855 | $215K |
| Watershed Private Wealth LLC | 0.09% | Reduce -20.4% | 2,841 | $214K |
| United Community Bank | 0.08% | Add +3.4% | 2,837 | $214K |
| Symphony Financial, Ltd. Co. | 0.05% | No change | 2,831 | $213K |
| Transcendent Capital Group LLC | 0.12% | New | 2,810 | $212K |
| Essex Bank | 0.06% | No change | 2,764 | $211K |
| Latitude Advisors, LLC | 0.13% | Reduce -16.4% | 2,782 | $210K |
| Commerce Bank | 0.00% | New | 2,769 | $209K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 2,758 | $208K |
| LVW Advisors, LLC | 0.03% | Reduce -28.7% | 2,715 | $205K |
| Cabana LLC | 0.87% | Add +3.2% | 2,705 | $204K |
| Hall Laurie J Trustee | 0.07% | No change | 2,675 | $202K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 2,679 | $202K |
| Loudon Investment Management, LLC | 0.12% | Reduce -14.3% | 2,675 | $202K |
| Dimension Capital Management LLC | 0.04% | No change | 2,668 | $201K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.3% | 2,668 | $201K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 2,657 | $200K |
| Blume Capital Management, Inc. | 0.04% | No change | 2,400 | $181K |
| NorthRock Partners, LLC | 0.01% | Reduce -8.4% | 2,299 | $173K |
| Colonial Trust Co / SC | 0.03% | Add +12.7% | 2,291 | $173K |
| Salem Investment Counselors Inc. | 0.01% | Add +0.5% | 2,243 | $169K |
| Guardian Wealth Management, Inc. | 0.12% | Reduce -18.2% | 2,139 | $161K |
| LGT Financial Advisors LLC | 0.19% | Reduce -1.6% | 2,117 | $160K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -3.3% | 2,081 | $157K |
| Harbor Investment Advisory, LLC | 0.02% | No change | 2,068 | $156K |
| Truvestments Capital LLC | 0.06% | Reduce -0.7% | 1,935 | $146K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -6.8% | 1,920 | $145K |
| Benjamin Edwards Inc. | 0.03% | Reduce -21.6% | 1,888 | $142K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +0.2% | 1,827 | $138K |
| Twin City Private Wealth, LLC | 0.13% | — | 1,766 | $133K |
| Richardson Financial Services Inc. | 0.09% | New | 1,700 | $128K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.9% | 1,600 | $121K |
| Private Capital Management LLC | 0.03% | Add +22.7% | 1,570 | $118K |
| AdvisorNet Financial, Inc | 0.01% | Add +6.0% | 1,509 | $114K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,510 | $113K |
| Prestige Wealth Management Group LLC | 0.02% | Add +37.3% | 1,488 | $112K |
| Beacon Capital Management, LLC | 0.02% | Add +12241.7% | 1,481 | $112K |
| Atlas Capital Advisors Inc. | 0.02% | Add +162.5% | 1,475 | $111K |
| REAP Financial Group, LLC | 0.03% | Reduce -2.9% | 1,462 | $110K |
| New Covenant Trust Company, N.A. | 0.11% | — | 1,396 | $105K |
| North Star Investment Management Corp. | 0.01% | Add +0.3% | 1,385 | $104K |
| Sandy Spring Bank | 0.00% | Reduce -62.2% | 1,335 | $101K |
| Principal Securities, Inc. | 0.00% | Reduce -5.3% | 1,267 | $96K |
| Palisade Asset Management, LLC | 0.01% | New | 1,178 | $89K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -46.1% | 1,160 | $88K |
| Tyler-Stone Wealth Management | 0.04% | No change | 1,144 | $86K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -8.0% | 1,142 | $86K |
| Register Financial Advisors LLC | 0.04% | New | 1,095 | $83K |
| Abound Wealth Management | 0.03% | Add +0.7% | 1,050 | $79K |
| Front Row Advisors LLC | 0.03% | Add +172.0% | 1,020 | $77K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -53.5% | 998 | $75K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -23.6% | 960 | $72K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Add +190.8% | 849 | $64K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 778 | $59K |
| NFSG Corp | 0.02% | Add +85.9% | 671 | $51K |
| Delta Asset Management LLC | 0.00% | No change | 648 | $49K |
| SouthState Bank Corp | 0.00% | No change | 630 | $48K |
| Wit, LLC | 1.33% | New | 581 | $44K |
| Pacifica Partners Inc. | 0.02% | Reduce -14.4% | 554 | $42K |
| Birchbrook, Inc. | 0.02% | No change | 551 | $42K |
| Howe & Rusling Inc. | 0.00% | Reduce -54.0% | 549 | $41K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +65.0% | 543 | $41K |
| Founders Financial Alliance, LLC | 0.01% | Add +2.9% | 540 | $41K |
| American National Bank & Trust | 0.01% | Add +616.0% | 537 | $40K |
| First Manhattan Co. Llc. | 0.00% | No change | 525 | $40K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 490 | $37K |
| Highline Wealth Partners LLC | 0.01% | New | 472 | $36K |
| CVA Family Office, LLC | 0.01% | Add +0.4% | 470 | $35K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 465 | $35K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -49.3% | 408 | $31K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 400 | $30K |
| Gradient Investments LLC | 0.00% | Reduce -70.8% | 376 | $28K |
| Pittenger & Anderson Inc. | 0.00% | No change | 375 | $28K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 346 | $26K |
| Bangor Savings Bank | 0.00% | No change | 332 | $25K |
| Salomon & Ludwin, LLC | 0.00% | New | 330 | $25K |
| Ziegler Capital Management, LLC | 0.00% | Reduce -19.0% | 3,250 | $25K |
| Tucker Asset Management LLC | 0.01% | Add +48.8% | 317 | $24K |
| First Financial Corp. | 0.01% | No change | 305 | $23K |
| AlphaMark Advisors, LLC | 0.01% | New | 295 | $22K |
| Financial Freedom, LLC | 0.01% | Add +0.8% | 265 | $20K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 262 | $20K |
| Addison Advisors LLC | 0.01% | No change | 240 | $18K |
| Eukles Asset Management | 0.01% | Add +46.9% | 216 | $16K |
| Blue Trust, Inc. | 0.00% | Reduce -93.8% | 213 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 217 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 204 | $15K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | New | 200 | $15K |
| Vima LLC | 0.02% | No change | 179 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 176 | $13K |
| TD Waterhouse Canada Inc. | 0.00% | New | 174 | $13K |
| Quent Capital, LLC | 0.00% | New | 172 | $13K |
| DecisionPoint Financial, LLC | 0.01% | New | 174 | $13K |
| Valley National Advisers Inc. | 0.00% | No change | 155 | $11K |
| Macroview Investment Management LLC | 0.01% | Reduce -13.1% | 133 | $10K |
| Mb, Levis & Associates, LLC | 0.01% | No change | 132 | $10K |
| WealthShield Partners, LLC | 0.00% | Reduce -77.5% | 126 | $10K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 112 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +33.8% | 103 | $8K |
| Retirement Group, LLC | 0.00% | Add +1.0% | 103 | $8K |
| Tidemark, LLC | 0.00% | No change | 101 | $8K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Add +470.6% | 97 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | Add +119.0% | 92 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | Add +34.3% | 90 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 89 | $7K |
| Main Street Group, LTD | 0.00% | No change | 85 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 82 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 78 | $6K |
| Concord Wealth Partners | 0.00% | No change | 72 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -90.6% | 66 | $5K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.3% | 65 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 60 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 57 | $4K |
| Avion Wealth | 0.00% | No change | 41 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Castleview Partners, LLC | 0.00% | Add +14.3% | 48 | $4K |
| Investors Research Corp | 0.00% | No change | 47 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 37 | $3K |
| Financial Synergies Wealth Advisors, Inc. | 0.00% | Reduce -80.5% | 32 | $2K |
| GeoWealth Management, LLC | 0.00% | Reduce -46.7% | 32 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | New | 27 | $2K |
| Institutional & Family Asset Management, LLC | 0.00% | No change | 27 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 24 | $2K |
| Key Financial Inc | 0.00% | No change | 24 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | New | 21 | $2K |
| Impact Partnership Wealth, LLC | 0.00% | Reduce -84.2% | 15 | $1K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 15 | $1K |
| Covestor Ltd | 0.00% | Reduce -42.9% | 16 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| Rakuten Securities, Inc. | 0.00% | New | 12 | $905 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 8 | $592 |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -80.7% | 6 | $452 |
| Dogwood Wealth Management LLC | 0.00% | No change | 5 | $385 |
| Colonial Trust Advisors | 0.00% | New | 4 | $302 |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.