Vanguard Intermediate-Term BBIVETF
13F holders, Q2 2024 (June 30)828holders +11
69new positions
66sold out
$74.81avg. 13F price*
At the end of Q2 2024, 828 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 11 from Q1 2024. 69 opened new positions and 66 sold out. The largest holders were Envestnet Asset Management Inc. ($1.2B), Goldman Sachs Group Inc. ($647.9M) and Wells Fargo & Company ($577.4M).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $50.7M |
| Exits | 66 | $69.5M |
All 13F filers, Q1 2024 → Q2 2024: 9,107,878 shares bought and 4,494,487 shares sold, net +4,613,391 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 828 holders
| Envestnet Asset Management Inc. | 0.43% | Add +0.1% | 16,506,501 | $1.2B |
| Goldman Sachs Group Inc. | 0.13% | Add +5.6% | 8,651,968 | $647.9M |
| Wells Fargo & Company | 0.15% | Reduce -4.3% | 7,709,642 | $577.4M |
| Northwestern Mutual Wealth Management Co. | 0.52% | Add +12.3% | 7,038,111 | $527.2M |
| Bank of America Corp. | 0.05% | Add +12.9% | 6,285,190 | $470.7M |
| Morgan Stanley | 0.03% | Add +2.3% | 5,141,044 | $385.0M |
| LPL Financial LLC | 0.14% | Reduce -0.1% | 3,728,442 | $279.2M |
| Ameriprise Financial Inc. | 0.06% | Add +2.7% | 2,956,876 | $221.5M |
| Baird Financial Group, Inc. | 0.46% | Add +5.4% | 2,928,404 | $219.3M |
| Mather Group, Llc. | 2.69% | Add +11.0% | 2,898,162 | $218.5M |
| True Link Financial Advisors, LLC | 19.54% | Add +4.2% | 2,812,708 | $210.6M |
| United Capital Financial Advisors, LLC | 1.71% | Add +2.8% | 2,649,938 | $198.5M |
| EP Wealth Advisors, LLC | 1.74% | Add +37.0% | 2,193,072 | $164.2M |
| Envestnet Portfolio Solutions, Inc. | 0.55% | Reduce -0.6% | 2,116,318 | $158.5M |
| FMR LLC | 0.01% | Add +1.0% | 2,001,927 | $149.9M |
| Lincoln National Corp. | 4.75% | Add +0.1% | 1,876,371 | $140.5M |
| UBS Group AG | 0.04% | Reduce -2.1% | 1,789,786 | $134.0M |
| Tiaa Trust, National Association | 0.40% | Add +19.2% | 1,745,267 | $130.7M |
| Royal Bank of Canada | 0.03% | Reduce -6.3% | 1,644,148 | $123.1M |
| Osaic Holdings, Inc. | 0.29% | Add +11.1% | 1,617,319 | $121.1M |
| Mariner, LLC | 0.21% | Add +19.2% | 1,430,804 | $107.2M |
| Diana Davis Spencer Foundation | 37.81% | No change | 1,426,000 | $106.8M |
| Jones Financial Companies LLLP | 0.11% | Add +5.7% | 1,284,145 | $96.2M |
| Retirement Investment Advisors, Inc. | 11.63% | — | 1,279,259 | $95.8M |
| Efficient Advisors, LLC | 6.02% | Add +4.3% | 1,239,314 | $92.8M |
| Bank of New York Mellon Corp | 0.02% | Add +2.2% | 1,226,612 | $91.9M |
| Comerica Bank | 0.33% | Add +5.0% | 1,068,843 | $80.0M |
| Wealth Enhancement Advisory Services, LLC | 0.18% | Add +3.4% | 1,012,575 | $75.8M |
| American Trust | 6.12% | Add +0.5% | 997,892 | $74.7M |
| US Bancorp \de | 0.09% | Reduce -7.2% | 917,344 | $68.7M |
| Cetera Investment Advisers | 0.15% | Add +3.3% | 867,445 | $65.0M |
| Cambridge Investment Research Advisors, Inc. | 0.24% | Reduce -9.4% | 864,644 | $64.8M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +22.8% | 828,443 | $62.0M |
| Commonwealth Equity Services, LLC | 0.10% | Add +10.1% | 820,501 | $61.4M |
| BCM Advisors, LLC | 14.18% | Add +3.1% | 779,574 | $59.8M |
| Truist Financial Corp. | 0.09% | Reduce -22.6% | 796,167 | $59.6M |
| Peapack Gladstone Financial Corp. | 0.84% | Add +24.8% | 733,823 | $55.0M |
| Amplius Wealth Advisors, LLC | 5.78% | Add +9.1% | 693,318 | $51.9M |
| Brio Consultants, LLC | 8.50% | Add +1.6% | 688,262 | $51.5M |
| Reliant Wealth Planning | 21.46% | Add +1.6% | 621,030 | $46.5M |
| Cranbrook Wealth Management, LLC | 10.50% | Add +13.4% | 569,704 | $42.7M |
| Bank of Montreal | 0.01% | Add +14.0% | 544,952 | $41.1M |
| MML Investors Services, LLC | 0.17% | Add +3.6% | 545,815 | $40.9M |
| Raymond James & Associates | 0.03% | Add +12.0% | 534,395 | $40.0M |
| Cerity Partners LLC | 0.11% | Add +8.0% | 525,720 | $39.4M |
| Verus Financial Partners, Inc. | 4.51% | Add +0.8% | 518,192 | $38.8M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Add +1.3% | 511,217 | $38.3M |
| Modera Wealth Management, LLC | 0.54% | Add +26.9% | 488,383 | $36.6M |
| Cary Street Partners Investment Advisory LLC | 1.46% | Add +4.4% | 524,731 | $36.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.81% | Add +1.8% | 472,353 | $35.4M |
| Beacon Capital Management, Inc. | 1.46% | Reduce -8.6% | 453,091 | $33.9M |
| PNC Financial Services Group, Inc. | 0.02% | Add +5.5% | 447,513 | $33.5M |
| Francis Financial, Inc. | 9.85% | Add +4.8% | 432,728 | $32.4M |
| Willow Creek Wealth Management Inc. | 3.68% | Add +8.7% | 431,890 | $32.3M |
| Janney Montgomery Scott LLC | 0.10% | Add +3.3% | 430,642 | $32.3M |
| Discipline Wealth Solutions, LLC | 25.00% | Add +11.8% | 422,756 | $31.7M |
| Stifel Financial Corp. | 0.04% | Reduce -0.7% | 421,629 | $31.6M |
| Cannon Financial Strategists, Inc. | 5.89% | Add +5.1% | 412,258 | $30.9M |
| Farther Finance Advisors, LLC | 1.48% | Add +1.6% | 411,526 | $30.6M |
| Carolinas Wealth Consulting LLC | 5.88% | Reduce -0.8% | 406,874 | $30.5M |
| Vanguard Group Inc. | 0.00% | Add +42.9% | 397,216 | $29.7M |
| HighTower Advisors, LLC | 0.05% | Add +35.4% | 389,503 | $29.2M |
| Moisand Fitzgerald Tamayo, LLC | 4.17% | Add +18.8% | 372,126 | $27.9M |
| Avior Wealth Management, LLC | 1.18% | Add +553.7% | 365,171 | $27.3M |
| Burney Co./ | 1.04% | Reduce -30.9% | 365,160 | $27.3M |
| Austin Private Wealth, LLC | 2.94% | Reduce -1.9% | 364,980 | $27.3M |
| Burt Wealth Advisors | 7.18% | Reduce -0.5% | 363,927 | $27.3M |
| OLIO Financial Planning | 11.34% | Reduce -0.1% | 351,399 | $26.9M |
| SMI Advisory Services, LLC | 6.47% | Add +4.4% | 347,790 | $26.2M |
| Cooper Financial Group | 3.75% | Add +12.3% | 341,026 | $25.5M |
| Rosenberg Matthew Hamilton | 7.52% | Add +20.6% | 342,979 | $25.5M |
| First National Bank & Trust Co. of Newtown | 5.14% | Reduce -0.8% | 337,858 | $25.3M |
| Pinkerton Wealth, LLC | 3.81% | Add +2.3% | 331,358 | $24.8M |
| Geneos Wealth Management Inc. | 1.10% | Add +2.1% | 329,988 | $24.7M |
| Gordian Advisors LLC | 22.93% | Reduce -3.1% | 317,758 | $23.8M |
| Atria Wealth Solutions, Inc. | 0.26% | Add +3.8% | 315,716 | $23.6M |
| Roundview Capital LLC | 1.84% | Add +1.4% | 311,582 | $23.3M |
| Ballentine Capital Advisors, Inc | 12.22% | Add +2.5% | 306,972 | $23.0M |
| Strategic Advocates LLC | 8.83% | Add +4.2% | 297,103 | $22.3M |
| Financial Counselors Inc. | 0.36% | Reduce -28.9% | 295,302 | $22.1M |
| Bank of Stockton | 6.98% | Reduce -16.6% | 294,089 | $22.0M |
| Williams Financial, LLC | 14.53% | Add +0.3% | 291,424 | $21.8M |
| Scott Capital Advisors, LLC | 6.44% | Reduce -8.1% | 289,850 | $21.8M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -11.3% | 290,490 | $21.8M |
| Prime Capital Investment Advisors, LLC | 0.32% | Reduce -21.1% | 288,788 | $21.6M |
| Windward Private Wealth Management Inc. | 8.72% | Add +4.3% | 287,743 | $21.5M |
| Private Advisor Group, LLC | 0.14% | Add +18.6% | 283,456 | $21.2M |
| Townsquare Capital LLC | 0.28% | Add +3.9% | 276,275 | $20.7M |
| Greystone Financial Group, LLC | 4.02% | Add +2.8% | 274,688 | $20.6M |
| JPMorgan Chase & Co. | 0.00% | Add +9.1% | 271,301 | $20.3M |
| Keudell/Morrison Wealth Management | 5.75% | Reduce -28.2% | 262,418 | $19.7M |
| Schiavi & Co LLC | 7.45% | Add +3.5% | 253,426 | $19.0M |
| Capital Insight Partners, LLC | 3.54% | Reduce -13.6% | 250,631 | $18.8M |
| Avantax Advisory Services, Inc. | 0.13% | Reduce -42.0% | 245,272 | $18.4M |
| FPC Investment Advisory, Inc. | 16.50% | Add +0.5% | 241,118 | $18.3M |
| Diversified Portfolios, Inc. | 2.39% | Reduce -5.9% | 242,110 | $18.1M |
| Brown Wealth Management, LLC | 7.26% | Add +5.5% | 240,414 | $18.0M |
| Smithfield Trust Co | 0.92% | Add +14.5% | 235,154 | $17.6M |
| Consolidated Portfolio Review Corp | 4.10% | Add +0.6% | 234,847 | $17.6M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +8.0% | 232,089 | $17.4M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +8.0% | 232,089 | $17.4M |
| Natixis Advisors, LLC | 0.04% | Add +192.4% | 229,442 | $17.2M |
| Meeder Advisory Services, Inc. | 1.21% | Add +28.4% | 228,609 | $17.1M |
| Jacobson & Schmitt Advisors, LLC | 3.89% | Add +1.6% | 228,320 | $17.1M |
| Stephens Inc. | 0.26% | Add +5.9% | 226,484 | $17.0M |
| Farmers & Merchants Trust Co of Chambersburg PA | 6.77% | Add +3.9% | 223,812 | $16.8M |
| ForthRight Wealth Management, LLC | 5.91% | Add +10.1% | 219,523 | $16.4M |
| Brewster Financial Planning LLC | 13.22% | Add +5.9% | 209,852 | $15.7M |
| Silver Coast Investments LLC | 6.42% | Add +13.1% | 209,520 | $15.7M |
| American Money Management, LLC | 3.19% | Add +4.6% | 199,546 | $14.9M |
| Phillips Financial Management, LLC | 1.23% | Add +5.9% | 199,162 | $14.9M |
| Human Investing LLC | 2.85% | Add +6.3% | 196,004 | $14.7M |
| CreativeOne Wealth, LLC | 0.74% | Reduce -6.2% | 193,867 | $14.5M |
| Atria Investments, Inc | 0.18% | Reduce -2.8% | 190,611 | $14.3M |
| Cornerstone Planning Group LLC | 4.05% | Add +6.5% | 182,399 | $14.1M |
| Lodestar Private Asset Management LLC | 1.93% | Add +6.3% | 186,991 | $14.0M |
| NewSquare Capital LLC | 1.20% | Add +0.9% | 186,567 | $14.0M |
| Acorn Creek Capital LLC | 8.29% | Add +7.5% | 185,602 | $13.9M |
| Betterment LLC | 0.04% | Add +6.6% | 185,435 | $13.9M |
| Fifth Third Bancorp | 0.05% | Reduce -2.6% | 183,187 | $13.7M |
| Penserra Capital Management LLC | 0.17% | Reduce -0.1% | 183,112 | $13.7M |
| Mfa Wealth Advisors, LLC | 3.00% | Add +38.2% | 182,761 | $13.7M |
| Sanctuary Advisors, LLC | 0.10% | — | 178,353 | $13.1M |
| First Merchants Corp. | 0.53% | Reduce -0.5% | 174,223 | $13.0M |
| Darrow Company, Inc. | 8.42% | Add +0.1% | 172,777 | $12.9M |
| Wealthfront Advisers LLC | 0.04% | Add +5.8% | 172,680 | $12.9M |
| Pacific Capital Wealth Advisors, Inc. | 2.25% | Add +52.0% | 164,776 | $12.3M |
| Prudential Financial Inc. | 0.02% | Add +2.1% | 159,434 | $11.9M |
| Creative Financial Designs Inc. | 1.06% | Add +4.0% | 158,764 | $11.9M |
| Citigroup Inc. | 0.01% | Add +8.1% | 156,511 | $11.7M |
| Planned Solutions, Inc. | 5.67% | Reduce -0.7% | 154,037 | $11.5M |
| Traveka Wealth, LLC | 5.57% | Reduce -12.5% | 152,465 | $11.4M |
| Asset Management Group, Inc. | 1.73% | Add +2.4% | 152,177 | $11.4M |
| Greenup Street Wealth Management LLC | 2.67% | Add +143.5% | 151,619 | $11.4M |
| Bank Hapoalim BM | 1.66% | Add +50.0% | 150,000 | $11.2M |
| Hoge Financial Services, LLC | 9.18% | Add +2.3% | 149,545 | $11.2M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -11.0% | 165,252 | $11.0M |
| Wescott Financial Advisory Group, LLC | 1.25% | Add +3.9% | 143,779 | $10.8M |
| Parkside Financial Bank & Trust | 1.68% | Add +4.7% | 142,907 | $10.7M |
| FC Advisory LLC | 3.85% | Add +0.6% | 140,262 | $10.5M |
| Kestra Advisory Services, LLC | 0.06% | Add +5.3% | 147,207 | $10.4M |
| San Luis Wealth Advisors LLC | 2.50% | New | 138,993 | $10.4M |
| M&T Bank Corp | 0.04% | Add +48.0% | 137,827 | $10.3M |
| Avantax Planning Partners, Inc. | 0.33% | Reduce -15.0% | 136,324 | $10.2M |
| Certified Advisory Corp | 1.27% | Add +33.0% | 135,216 | $10.1M |
| Revisor Wealth Management LLC | 7.01% | Reduce -45.8% | 134,796 | $10.1M |
| Goldstone Financial Group, LLC | 2.01% | Reduce -4.1% | 133,828 | $10.0M |
| Stephenson & Company, Inc. | 7.34% | Add +1.4% | 132,133 | $9.9M |
| MA Private Wealth | 1.95% | Reduce -18.3% | 131,596 | $9.9M |
| OneDigital Investment Advisors LLC | 0.12% | Add +2777.7% | 131,451 | $9.8M |
| MBA Advisors LLC | 4.98% | Add +7.8% | 130,037 | $9.7M |
| Austin Asset Management Co Inc | 2.07% | Add +3.6% | 129,705 | $9.7M |
| TD Private Client Wealth LLC | 0.31% | Add +3.5% | 129,504 | $9.7M |
| DAVENPORT & Co LLC | 0.06% | Add +1.9% | 129,086 | $9.7M |
| Squarepoint Ops LLC | 0.04% | Reduce -19.6% | 128,451 | $9.6M |
| Rockefeller Capital Management L.P. | 0.03% | Add +1.0% | 127,934 | $9.6M |
| Gemmer Asset Management LLC | 1.01% | Add +5.1% | 126,475 | $9.5M |
| Family Investment Center, Inc. | 2.81% | Add +77.2% | 125,649 | $9.4M |
| Sigma Planning Corp | 0.29% | Add +7.5% | 120,946 | $9.1M |
| Platte River Wealth Advisors, LLC | 2.52% | Add +2.8% | 119,936 | $9.0M |
| Fiduciary Financial Group, LLC | 2.15% | — | 117,048 | $8.9M |
| Clark Asset Management, LLC | 2.44% | Add +6.0% | 117,845 | $8.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.9% | 115,227 | $8.6M |
| Galvin, Gaustad & Stein, LLC | 0.81% | Reduce -0.5% | 114,763 | $8.6M |
| Ameritas Investment Partners, Inc. | 0.29% | Add +4.0% | 113,935 | $8.5M |
| TrueWealth Financial Partners | 5.49% | Add +14.1% | 113,652 | $8.5M |
| SWP Financial LLC | 5.58% | New | 112,865 | $8.5M |
| SigFig Wealth Management, LLC | 0.31% | Add +5.2% | 110,289 | $8.3M |
| Verde Capital Management | 2.61% | Reduce -37.8% | 109,766 | $8.2M |
| MassMutual Private Wealth & Trust, FSB | 0.25% | Reduce -17.4% | 109,047 | $8.2M |
| Allworth Financial LP | 0.05% | Reduce -3.6% | 107,750 | $8.2M |
| City State Bank | 3.27% | Add +23.4% | 107,081 | $8.0M |
| Perigon Wealth Management, LLC | 0.23% | Reduce -0.8% | 106,756 | $8.0M |
| Echo Wealth Management, LLC | 5.93% | Add +8.6% | 104,992 | $7.9M |
| Neumann Capital Management, LLC | 2.60% | Add +11.8% | 100,951 | $7.6M |
| Tillman Hartley LLC | 2.57% | Add +6.1% | 100,242 | $7.5M |
| Concentric Wealth Management, LLC | 1.96% | Reduce -0.5% | 100,154 | $7.5M |
| Brookstone Capital Management | 0.12% | Reduce -50.6% | 96,949 | $7.4M |
| EverSource Wealth Advisors, LLC | 0.49% | Add +9.5% | 96,132 | $7.4M |
| Sovereign Investment Advisors, LLC | 2.71% | Reduce -0.5% | 95,198 | $7.3M |
| Hanover Advisors Inc. | 3.19% | Reduce -3.9% | 95,776 | $7.2M |
| Principal Financial Group Inc. | 0.00% | Reduce -9.8% | 95,226 | $7.1M |
| Hyperion Partners, LLC | 5.08% | Add +3.8% | 94,983 | $7.1M |
| Bokf, NA | 0.13% | Add +6.6% | 94,750 | $7.1M |
| Associated Banc-Corp | 0.22% | Reduce -3.7% | 93,948 | $7.0M |
| Veridan Wealth LLC | 2.82% | — | 90,789 | $7.0M |
| Nwam LLC | 2.04% | Add +2.2% | 92,881 | $7.0M |
| &partners | 0.30% | Add +753.8% | 93,801 | $6.9M |
| NewEdge Advisors, LLC | 0.05% | Add +9.4% | 91,132 | $6.8M |
| Sterling Financial Planning, Inc. | 2.75% | Add +11.1% | 90,593 | $6.8M |
| Larson Financial Group LLC | 0.46% | Reduce -9.5% | 89,302 | $6.7M |
| Seeds Investor LLC | 3.40% | Add +446.6% | 88,453 | $6.6M |
| Connecticut Wealth Management, LLC | 0.34% | Reduce -10.6% | 86,833 | $6.5M |
| Synovus Financial Corp. | 0.09% | Add +4.3% | 86,527 | $6.5M |
| Safir Wealth Advisors, LLC | 5.23% | Reduce -0.2% | 85,212 | $6.4M |
| Cape Cod Five Cents Savings Bank | 0.62% | Reduce -49.3% | 84,927 | $6.4M |
| Bay Harbor Wealth Management, LLC | 2.19% | Reduce -3.3% | 84,058 | $6.3M |
| Continuum Advisory, LLC | 0.88% | Add +0.1% | 81,732 | $6.1M |
| Concourse Financial Group Securities, Inc. | 0.37% | Add +4.9% | 79,161 | $5.9M |
| CW Advisors, LLC | 0.09% | Reduce -5.9% | 78,048 | $5.8M |
| Studio Investment Management LLC | 1.33% | Add +0.4% | 77,982 | $5.8M |
| Country Trust Bank | 0.15% | No change | 77,000 | $5.8M |
| Prostatis Group LLC | 2.02% | Reduce -1.6% | 76,949 | $5.8M |
| Cornerstone Wealth Management, LLC | 0.44% | Add +3.4% | 76,392 | $5.7M |
| Old Mission Capital LLC | 0.15% | Reduce -3.8% | 75,736 | $5.7M |
| Bluespring Wealth Management, LLC | 0.61% | Reduce -1.9% | 75,348 | $5.6M |
| Parker Financial LLC | 3.07% | Add +2.1% | 75,326 | $5.6M |
| Evolution Advisers, Inc. | 3.21% | Add +7.4% | 74,596 | $5.6M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -2.0% | 73,853 | $5.5M |
| Pinnacle Financial Partners Inc | 0.12% | Add +2.9% | 72,639 | $5.4M |
| Mutual Advisors, LLC | 0.16% | Add +17.5% | 70,628 | $5.4M |
| Ameritas Advisory Services, LLC | 0.20% | Add +120.2% | 71,504 | $5.4M |
| Intergy Private Wealth, LLC | 2.21% | Add +9.4% | 71,465 | $5.4M |
| Captrust Financial Advisors | 0.02% | Add +2.0% | 71,106 | $5.3M |
| Precedent Wealth Partners, LLC | 2.14% | Add +2.0% | 71,064 | $5.3M |
| Barclays PLC | 0.00% | No change | 70,619 | $5.3M |
| Mgo One Seven LLC | 0.25% | Add +0.2% | 70,242 | $5.3M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -33.5% | 69,552 | $5.2M |
| Financial Planning & Information Services, Inc. | 0.79% | Add +7.3% | 68,988 | $5.2M |
| Mustard Seed Financial, LLC | 4.91% | Add +21.2% | 68,474 | $5.1M |
| Silver Oak Advisory Group, Inc. | 2.83% | Reduce -5.2% | 68,103 | $5.1M |
| Sunesis Advisors, LLC | 3.03% | Add +0.4% | 67,983 | $5.1M |
| Park National Corp. | 0.19% | Reduce -12.2% | 66,896 | $5.0M |
| Fonville Wealth Management LLC | 1.98% | Add +30.4% | 66,647 | $5.0M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -21.8% | 66,500 | $5.0M |
| Raffa Wealth Management, LLC | 1.41% | Add +4.6% | 66,495 | $5.0M |
| First Heartland Consultants, Inc. | 0.48% | Add +3.9% | 65,048 | $4.9M |
| First Horizon Advisors, Inc. | 0.15% | Reduce -3.3% | 64,626 | $4.8M |
| Buckingham Strategic Wealth, LLC | 0.05% | Reduce -10.4% | 60,968 | $4.6M |
| Invst, LLC | 0.49% | Reduce -13.8% | 59,890 | $4.4M |
| Warwick Investment Management, Inc. | 1.04% | Add +3.3% | 59,365 | $4.4M |
| Aspire Private Capital, LLC | 1.14% | Reduce -0.5% | 59,003 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.09% | Add +10.4% | 58,788 | $4.4M |
| Tritonpoint Wealth, LLC | 0.42% | Add +4.0% | 57,705 | $4.3M |
| Elevated Capital Advisors, LLC | 1.21% | Reduce -1.8% | 57,669 | $4.3M |
| Creative Planning | 0.00% | Reduce -26.4% | 57,195 | $4.3M |
| Blair William & Co. | 0.01% | Add +11.5% | 56,393 | $4.2M |
| Red Wave Investments LLC | 1.55% | Reduce -0.5% | 56,251 | $4.2M |
| D.A. Davidson & Co. | 0.04% | Reduce -1.0% | 55,710 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.11% | Add +54.6% | 55,658 | $4.2M |
| WealthCollab, LLC | 2.98% | Add +2.6% | 55,392 | $4.1M |
| Bessemer Group Inc. | 0.01% | Add +10.2% | 55,224 | $4.1M |
| Forthright Family Wealth Advisory LLC | 2.64% | Reduce -12.2% | 54,774 | $4.1M |
| Evergreen Wealth Management, LLC | 2.64% | No change | 53,253 | $4.0M |
| Family Legacy, Inc. | 1.41% | Add +0.4% | 52,562 | $3.9M |
| IFG Advisors, LLC | 0.93% | Add +10.7% | 52,149 | $3.9M |
| Leeward Financial Partners, LLC | 1.58% | Add +9.9% | 52,044 | $3.9M |
| LexAurum Advisors, LLC | 0.96% | Add +26.7% | 51,931 | $3.9M |
| Sovereign Financial Group, Inc. | 0.97% | Add +7.5% | 51,822 | $3.9M |
| Bernardo Wealth Planning LLC | 1.04% | Add +3.4% | 51,719 | $3.9M |
| Stephen J. Garry & Associates, LLC | 3.91% | Reduce -0.5% | 51,578 | $3.9M |
| Hurlow Wealth Management Group, Inc. | 1.32% | Add +14.4% | 51,482 | $3.9M |
| Granite Harbor Advisors, Inc. | 2.49% | Add +5.4% | 51,336 | $3.8M |
| Arax Advisory Partners | 0.37% | Add +4.3% | 51,090 | $3.8M |
| Boston Family Office LLC | 0.28% | Add +21.5% | 51,076 | $3.8M |
| Financial Advocates Investment Management | 0.24% | Reduce -11.6% | 50,475 | $3.8M |
| Foresight Capital Management Advisors, Inc. | 2.57% | Add +115.2% | 50,462 | $3.8M |
| Summit Financial, LLC | 0.17% | Add +211.5% | 50,412 | $3.8M |
| Integrated Advisors Network LLC | 0.19% | Add +8.5% | 49,794 | $3.7M |
| Sagace Wealth Management LLC | 3.63% | — | 48,961 | $3.7M |
| Good Life Advisors, LLC | 0.30% | Add +71.2% | 49,192 | $3.7M |
| Cutler Investment Counsel LLC | 0.50% | Reduce -1.2% | 49,018 | $3.7M |
| Fifth Third Securities, Inc. | 0.34% | Add +125.5% | 48,796 | $3.7M |
| Centennial Bank | 1.77% | Add +22.1% | 48,298 | $3.6M |
| Brown Advisory Inc. | 0.00% | No change | 48,283 | $3.6M |
| ESL Trust Services, LLC | 0.88% | Add +5.4% | 48,253 | $3.6M |
| Clarity Wealth Advisors, LLC | 1.16% | Add +7.4% | 47,830 | $3.6M |
| GAMMA Investing LLC | 0.49% | Add +42.3% | 47,683 | $3.6M |
| Orrstown Financial Services Inc. | 1.86% | Add +20.1% | 47,004 | $3.5M |
| Jacobsen Capital Management | 1.57% | Reduce -7.2% | 46,832 | $3.5M |
| Clarity Capital Advisors, LLC | 2.69% | Add +6.3% | 46,550 | $3.5M |
| White Lighthouse Investment Management Inc. | 0.66% | Add +5.6% | 46,001 | $3.4M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.38% | Add +24.4% | 45,577 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +7.2% | 45,350 | $3.4M |
| SignalPoint Asset Management, LLC | 0.90% | Add +42.6% | 45,110 | $3.4M |
| Joel Isaacson & Co., LLC | 0.17% | Add +25.7% | 43,221 | $3.2M |
| Spire Wealth Management | 0.11% | Add +521.8% | 42,930 | $3.2M |
| Harbour Trust & Investment Management Co | 0.38% | Add +11.7% | 42,401 | $3.2M |
| Wela Strategies, Inc. | 1.48% | Add +1.9% | 42,318 | $3.2M |
| Smallwood Wealth Investment Management, LLC | 2.44% | Reduce -3.0% | 42,254 | $3.2M |
| Arcataur Capital Management LLC | 1.11% | Reduce -0.5% | 41,508 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.17% | Add +25.5% | 41,414 | $3.1M |
| Kickstand Ventures, Llc. | 0.84% | Add +24.6% | 41,075 | $3.1M |
| Arcadia Wealth Management, LLC | 1.72% | Add +21.0% | 40,097 | $3.0M |
| StoneX Group Inc. | 0.24% | Add +2.1% | 39,976 | $3.0M |
| Merit Financial Group, LLC | 0.07% | Add +12.9% | 39,812 | $3.0M |
| VCI Wealth Management LLC | 1.47% | Add +43.2% | 39,754 | $3.0M |
| Advisory Alpha, LLC | 0.12% | Reduce -8.3% | 39,743 | $3.0M |
| Prospera Financial Services Inc | 0.08% | Add +31.1% | 39,669 | $3.0M |
| Waller Financial Planning Group, Inc. | 0.79% | Reduce -1.2% | 39,416 | $3.0M |
| Private Wealth Group, LLC | 1.55% | No change | 39,403 | $3.0M |
| Jane Street Group, LLC | 0.00% | New | 39,336 | $2.9M |
| Kelman-Lazarov, Inc. | 0.54% | Reduce -27.8% | 38,879 | $2.9M |
| Aveo Capital Partners, LLC | 0.33% | Add +1.6% | 38,836 | $2.9M |
| Eclectic Associates Inc. | 1.29% | Add +1.1% | 38,822 | $2.9M |
| Milestone Investment Advisors LLC | 0.77% | Add +29.4% | 38,756 | $2.9M |
| Aureus Asset Management, LLC | 0.20% | Add +26.1% | 38,548 | $2.9M |
| BLB&B Advisors, LLC | 0.16% | Reduce -3.1% | 38,367 | $2.9M |
| Physician Wealth Solutions Inc. | 2.05% | Reduce -0.3% | 38,308 | $2.9M |
| Naples Global Advisors, LLC | 0.29% | Add +2.6% | 38,259 | $2.9M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +12.7% | 37,053 | $2.8M |
| Provident Wealth Management, LLC | 1.00% | Add +0.4% | 36,503 | $2.7M |
| Joseph P. Lucia & Associates, LLC | 1.40% | Add +4.2% | 36,398 | $2.7M |
| Capital Advisory Group Advisory Services, LLC | 1.16% | Add +173.2% | 36,395 | $2.7M |
| Capital Analysts, LLC | 0.12% | Add +244.8% | 36,327 | $2.7M |
| Idaho Trust Co | 1.39% | New | 36,295 | $2.7M |
| Meridian Financial Partners LLC | 1.61% | New | 35,791 | $2.7M |
| Waverly Advisors, LLC | 0.05% | Add +8.8% | 36,126 | $2.7M |
| St. Louis Trust Co | 0.41% | Add +0.0% | 35,497 | $2.7M |
| Cambridge Capital Management, LLC | 1.91% | Add +18.0% | 34,482 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.25% | Add +0.0% | 34,280 | $2.6M |
| Matisse Capital | 1.26% | No change | 33,990 | $2.5M |
| NBT Bank, N.A. | 0.18% | Add +5.0% | 33,680 | $2.5M |
| Retirement Capital Strategies | 0.99% | Reduce -79.2% | 32,905 | $2.5M |
| RS Crum Inc. | 0.65% | Add +7.9% | 32,877 | $2.5M |
| Flow Traders U.S. LLC | 0.12% | New | 32,807 | $2.5M |
| Bank of Hawaii | 0.11% | Add +8.0% | 32,253 | $2.4M |
| Mitchell McLeod Pugh & Williams Inc. | 0.54% | Add +11.2% | 31,855 | $2.4M |
| Smart Money Group LLC | 0.84% | Add +1.9% | 30,807 | $2.4M |
| Arlington Financial Advisors, LLC | 0.51% | Reduce -1.1% | 31,360 | $2.3M |
| Adero Partners, LLC | 0.17% | Reduce -0.8% | 31,224 | $2.3M |
| Ballentine Partners, LLC | 0.04% | Add +1.5% | 30,383 | $2.3M |
| First Hawaiian Bank | 0.08% | Add +2.8% | 30,018 | $2.2M |
| Capital Investment Services of America, Inc. | 0.22% | Reduce -0.9% | 29,880 | $2.2M |
| Semmax Financial Advisors Inc. | 0.67% | Add +3.4% | 28,622 | $2.2M |
| Investments & Financial Planning, LLC | 1.48% | Add +3.2% | 29,371 | $2.2M |
| Valmark Advisers, Inc. | 0.04% | Add +8.0% | 29,285 | $2.2M |
| BancFirst Trust & Investment Management | 1.03% | Reduce -0.5% | 29,176 | $2.2M |
| Nabity-Jensen Investment Management Inc | 1.79% | Add +4.8% | 29,200 | $2.2M |
| Prudent Man Advisors, LLC | 0.77% | No change | 28,902 | $2.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 1.49% | Add +13.7% | 28,604 | $2.1M |
| Wealth Management Associates, Inc. | 1.00% | No change | 28,556 | $2.1M |
| Retireful, LLC | 0.98% | New | 27,814 | $2.1M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -56.5% | 27,558 | $2.1M |
| Level Four Advisory Services, LLC | 0.09% | Add +71.3% | 27,282 | $2.0M |
| Sheets Smith Wealth Management | 0.24% | Reduce -24.9% | 27,235 | $2.0M |
| Compass Financial Group, Inc. | 1.01% | Add +7.1% | 26,869 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Add +0.8% | 26,393 | $2.0M |
| Cahill Wealth Management, LLC | 1.18% | Reduce -0.8% | 26,361 | $2.0M |
| Ascent Group, LLC | 0.16% | Reduce -2.0% | 25,976 | $1.9M |
| AlphaStar Capital Management, LLC | 0.18% | Reduce -2.1% | 25,941 | $1.9M |
| VestGen Investment Management | 0.57% | Add +2.4% | 25,854 | $1.9M |
| Werba Rubin Papier Wealth Management | 0.53% | Add +102.1% | 25,794 | $1.9M |
| Strategic Investment Advisors / MI | 0.23% | Add +4.0% | 25,513 | $1.9M |
| New Hampshire Trust | 0.43% | Reduce -64.1% | 25,142 | $1.9M |
| Busey Bank | 0.06% | Reduce -9.7% | 24,967 | $1.9M |
| Breakwater Capital Group | 0.42% | Reduce -15.7% | 24,620 | $1.8M |
| Platform Technology Partners | 0.62% | — | 24,201 | $1.8M |
| Earned Wealth Advisors, LLC | 0.68% | Reduce -50.1% | 23,859 | $1.8M |
| Smartleaf Asset Management LLC | 0.29% | Reduce -33.8% | 23,647 | $1.8M |
| PAX Financial Group, LLC | 0.35% | Reduce -4.9% | 23,627 | $1.8M |
| Life Planning Partners, Inc | 1.60% | Reduce -4.5% | 23,568 | $1.8M |
| MidAtlantic Capital Management, Inc. | 1.48% | Add +1.7% | 23,507 | $1.8M |
| Market Street Wealth Management Advisors LLC | 0.30% | No change | 23,218 | $1.7M |
| Sonora Investment Management Group, LLC | 0.14% | No change | 22,901 | $1.7M |
| Silvia McColl Wealth Management, LLC | 1.43% | Add +2.7% | 23,034 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +20.2% | 23,016 | $1.7M |
| Patten Group, Inc. | 0.40% | Add +2.7% | 22,708 | $1.7M |
| C M Bidwell & Associates Ltd. | 1.14% | Add +1.1% | 22,658 | $1.7M |
| Beaird Harris Wealth Management, LLC | 0.16% | Reduce -26.8% | 22,448 | $1.7M |
| AE Wealth Management LLC | 0.02% | Add +15.8% | 22,343 | $1.7M |
| United Bank | 0.21% | No change | 22,249 | $1.7M |
| Mengis Capital Management, Inc. | 0.34% | Add +5.8% | 22,036 | $1.7M |
| Corient Private Wealth LP | 0.00% | Reduce -16.4% | 21,721 | $1.6M |
| Wheelhouse Advisory Group LLC | 1.14% | Add +4.7% | 21,794 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Reduce -5.6% | 21,685 | $1.6M |
| Kampmann Melissa S. | 1.19% | Add +9.9% | 21,674 | $1.6M |
| Quadrant Capital Group LLC | 0.12% | Reduce -23.4% | 21,512 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -3.8% | 21,453 | $1.6M |
| Kingsview Wealth Management, LLC | 0.04% | Add +6.2% | 21,437 | $1.6M |
| Apella Capital, LLC | 0.07% | Add +1.1% | 21,282 | $1.6M |
| Lynx Investment Advisory | 1.17% | — | 21,157 | $1.6M |
| Wells Trecaso Financial Group, LLC | 0.54% | Add +16.6% | 20,787 | $1.6M |
| Blue Barn Wealth, LLC | 0.86% | Add +1.5% | 20,693 | $1.5M |
| Plum Street Advisors, LLC | 0.90% | Add +4.9% | 20,622 | $1.5M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.0% | 20,445 | $1.5M |
| Invenio Wealth Partners LLC | 0.74% | Add +6.0% | 19,949 | $1.5M |
| Capital Advisors, Ltd. LLC | 0.19% | Reduce -2.8% | 19,870 | $1.5M |
| Cary Street Partners Asset Management LLC | 0.22% | Add +50.8% | 19,661 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -0.5% | 19,180 | $1.4M |
| Bourgeon Capital Management LLC | 0.28% | Add +9.0% | 19,096 | $1.4M |
| Stephens Consulting, LLC | 0.40% | Reduce -3.1% | 18,959 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | Add +0.6% | 18,882 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.23% | Add +23.5% | 18,814 | $1.4M |
| CGN Advisors LLC | 0.16% | Add +5.1% | 18,480 | $1.4M |
| HT Partners LLC | 0.49% | Add +6.6% | 18,476 | $1.4M |
| Partners in Financial Planning | 0.30% | Add +0.4% | 18,339 | $1.4M |
| IFP Advisors, Inc | 0.05% | Add +425.3% | 18,301 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.61% | Reduce -3.8% | 18,162 | $1.4M |
| Vicus Capital | 0.12% | New | 18,117 | $1.4M |
| Old National Bancorp | 0.03% | Reduce -2.9% | 17,958 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Reduce -16.1% | 17,382 | $1.3M |
| Fagan Associates, Inc. | 0.22% | Reduce -0.3% | 17,148 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Reduce -5.1% | 16,988 | $1.3M |
| CGC Financial Services, LLC | 0.55% | Add +7.9% | 16,968 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.19% | Add +24.7% | 16,845 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -10.3% | 16,814 | $1.3M |
| Simplicity Wealth,LLC | 0.03% | Reduce -10.3% | 16,814 | $1.3M |
| Rothschild Investment LLC | 0.09% | No change | 16,740 | $1.3M |
| Savvy Advisors, Inc. | 0.41% | New | 16,709 | $1.3M |
| Easterly Investment Partners LLC | 0.11% | No change | 16,692 | $1.3M |
| FourThought Financial Partners, LLC | 0.16% | No change | 16,545 | $1.2M |
| Hardy Reed LLC | 0.12% | Add +11.9% | 16,475 | $1.2M |
| Quantum Private Wealth, LLC | 0.44% | New | 16,400 | $1.2M |
| JT Stratford LLC | 0.23% | Add +7.4% | 16,288 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +21.8% | 16,011 | $1.2M |
| Cadent Capital Advisors, LLC | 0.48% | Add +1.5% | 15,849 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -8.1% | 15,788 | $1.2M |
| Merriman Wealth Management, LLC | 0.05% | Reduce -83.1% | 15,752 | $1.2M |
| New Potomac Partners, LLC | 0.64% | Add +2.4% | 15,744 | $1.2M |
| Anderson Hoagland & Co. | 0.12% | No change | 15,496 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +0.1% | 15,440 | $1.2M |
| Synergy Asset Management, LLC | 0.18% | New | 15,411 | $1.2M |
| Global Wealth Management Investment Advisory, Inc. | 0.27% | Reduce -4.3% | 15,340 | $1.1M |
| World Investment Advisors | 0.07% | Add +24.1% | 15,333 | $1.1M |
| Mountain Pacific Investment Advisers LLC | 0.08% | Reduce -10.0% | 15,132 | $1.1M |
| Drucker Wealth 3.0, LLC | 0.30% | — | 15,070 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Add +7.4% | 14,868 | $1.1M |
| Mycio Wealth Partners, LLC | 0.28% | No change | 14,849 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -58.8% | 14,757 | $1.1M |
| LFA - Lugano Financial Advisors SA | 0.84% | Reduce -1.6% | 14,666 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -17.1% | 14,297 | $1.1M |
| FFG Retirement Advisors LLC | 0.75% | Reduce -18.3% | 14,277 | $1.1M |
| Family Wealth Partners, LLC | 0.55% | Reduce -4.0% | 14,180 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +9.2% | 14,101 | $1.1M |
| Poplar Forest Capital LLC | 0.15% | No change | 14,077 | $1.1M |
| Hohimer Wealth Management, LLC | 0.24% | Reduce -6.1% | 14,061 | $1.1M |
| Headinvest, LLC | 0.21% | Add +10.9% | 14,045 | $1.1M |
| Country Club Bank | 0.07% | Reduce -6.5% | 13,842 | $1.0M |
| Websterrogers Financial Advisors, LLC | 0.36% | Reduce -43.2% | 13,527 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.17% | Reduce -25.0% | 13,408 | $1.0M |
| Independent Financial Group, LLC | 0.04% | Add +5.5% | 13,350 | $1000K |
| Heritage Investors Management Corp. | 0.03% | New | 13,225 | $990K |
| Pacific Financial Group Inc. | 0.70% | Reduce -0.2% | 13,182 | $987K |
| Stokes Capital Advisors, LLC | 0.27% | Reduce -0.2% | 13,180 | $987K |
| Global Retirement Partners, LLC | 0.03% | Add +28.6% | 12,791 | $958K |
| International Assets Investment Management, LLC | 0.09% | Add +2.0% | 12,733 | $954K |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +1.4% | 12,654 | $948K |
| RFG Advisory, LLC | 0.03% | Reduce -1.3% | 12,633 | $946K |
| Trust Co. of Vermont | 0.05% | Reduce -5.4% | 12,539 | $939K |
| Regions Financial Corp. | 0.01% | Reduce -59.3% | 12,405 | $929K |
| Tranquilli Financial Advisor LLC | 0.62% | Reduce -38.3% | 12,458 | $925K |
| Courage Miller Partners, LLC | 0.33% | Reduce -8.6% | 12,339 | $924K |
| Koshinski Asset Management, Inc. | 0.08% | Add +33.3% | 12,069 | $908K |
| Cibc World Market Inc. | 0.00% | Reduce -17.3% | 12,086 | $905K |
| Lanark Financial, Inc. | 0.08% | Reduce -11.4% | 11,931 | $893K |
| Thomasville National Bank | 0.07% | Reduce -0.1% | 11,915 | $892K |
| Capital Investment Advisors, LLC | 0.02% | Reduce -13.3% | 11,867 | $889K |
| Becker Capital Management Inc. | 0.03% | Add +9.5% | 11,835 | $886K |
| Integrity Financial Corp | 0.55% | Add +12.1% | 11,798 | $884K |
| Maiden Cove Capital, LLC | 1.89% | — | 11,675 | $871K |
| Everhart Financial Group, Inc. | 0.22% | Add +4.0% | 11,569 | $866K |
| Duncker Streett & Co. Inc. | 0.16% | Reduce -0.5% | 11,447 | $857K |
| Nilsine Partners, LLC | 0.11% | Add +21.3% | 11,361 | $851K |
| Glass Jacobson Investment Advisors llc | 0.31% | Add +1.0% | 11,278 | $845K |
| Security Financial Services, INC. | 0.18% | Add +33.9% | 11,237 | $842K |
| Ridgewood Investments LLC | 0.42% | Add +4.6% | 11,209 | $839K |
| Invesco Ltd. | 0.00% | Add +8.0% | 11,200 | $839K |
| KPP Advisory Services LLC | 0.22% | Reduce -48.1% | 11,172 | $837K |
| Carmichael Hill & Associates, Inc. | 0.34% | Add +1.9% | 11,110 | $832K |
| Motco | 0.05% | Add +8.5% | 11,071 | $829K |
| First County Bank | 0.42% | Reduce -52.2% | 10,977 | $822K |
| Ausdal Financial Partners, Inc. | 0.09% | New | 10,951 | $820K |
| Shelter Mutual Insurance Co | 0.21% | No change | 10,900 | $816K |
| UMB Bank, n.a. | 0.01% | Reduce -11.7% | 10,864 | $814K |
| Fiduciary Trust Co | 0.01% | Reduce -6.9% | 10,863 | $814K |
| PBMares Wealth Management LLC | 0.20% | Reduce -0.1% | 10,691 | $801K |
| Zhang Financial LLC | 0.06% | No change | 10,535 | $789K |
| Legacy Trust | 0.20% | Reduce -19.7% | 10,492 | $786K |
| TD Waterhouse Canada Inc. | 0.01% | Add +5973.6% | 10,568 | $785K |
| Summit Wealth & Retirement Planning, Inc. | 0.27% | Reduce -8.0% | 10,419 | $780K |
| Oppenheimer & Co. Inc. | 0.01% | Add +10.5% | 10,280 | $770K |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 10,173 | $762K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Reduce -17.3% | 9,963 | $746K |
| Ashton Thomas Securities, LLC | 0.18% | — | 9,580 | $740K |
| Ramiah Investment Group | 0.72% | Add +11.1% | 9,821 | $736K |
| Abacus Wealth Partners, LLC | 0.12% | New | 9,517 | $713K |
| Dakota Wealth Management | 0.02% | Reduce -42.1% | 9,283 | $695K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -20.0% | 9,188 | $688K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -80.2% | 9,088 | $681K |
| Nisa Investment Advisors, LLC | 0.00% | New | 9,035 | $677K |
| Cwm, LLC | 0.00% | Reduce -1.7% | 9,020 | $676K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -38.4% | 8,966 | $671K |
| Golden Road Advisors LLC | 0.55% | Reduce -59.9% | 8,837 | $665K |
| Kovack Advisors, Inc. | 0.07% | Add +1.6% | 8,877 | $665K |
| Powers Advisory Group, LLC | 0.36% | Add +0.5% | 8,830 | $661K |
| Bremer Bank National Association | 0.13% | Reduce -38.3% | 8,790 | $658K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 8,783 | $658K |
| Capital Investment Counsel, LLC | 0.13% | Reduce -6.4% | 8,692 | $651K |
| TSA Wealth Managment LLC | 0.27% | Add +138.4% | 8,546 | $640K |
| Maripau Wealth Management LLC | 0.44% | Reduce -3.7% | 8,541 | $640K |
| Wedbush Securities Inc. | 0.02% | Reduce -15.9% | 8,458 | $633K |
| Marcum Wealth, LLC | 0.06% | Add +3.2% | 8,423 | $631K |
| Peninsula Wealth, LLC | 0.12% | No change | 8,286 | $629K |
| DBK Financial Counsel, LLC | 0.68% | Reduce -24.9% | 8,346 | $625K |
| National Bank of Canada | 0.00% | Add +1.9% | 8,346 | $622K |
| Petix & Botte Co | 0.18% | Add +52.6% | 8,285 | $621K |
| Outlook Wealth Advisors, LLC | 0.19% | No change | 19,473 | $617K |
| Welch & Forbes LLC | 0.01% | Reduce -9.2% | 8,215 | $615K |
| Integrity Wealth Solutions LLC | 0.40% | Reduce -13.1% | 8,198 | $614K |
| New Century Financial Group, LLC | 0.26% | New | 8,017 | $600K |
| Triton Financial Group Inc | 0.42% | Reduce -7.6% | 8,010 | $600K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -20.1% | 7,846 | $588K |
| Alera Investment Advisors, LLC | 0.07% | New | 7,757 | $581K |
| Zuckerman Investment Group, LLC | 0.07% | Add +12.8% | 7,736 | $579K |
| Long Island Wealth Management, Inc. | 0.41% | Add +0.6% | 7,660 | $574K |
| Traction Financial Partners, LLC | 0.42% | Reduce -5.8% | 7,413 | $572K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -7.3% | 7,622 | $571K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.1% | 7,599 | $569K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.8% | 7,556 | $566K |
| FSA Advisors, Inc. | 0.59% | Add +1.3% | 7,509 | $563K |
| Argonautica Private Wealth Management, Inc. | 0.19% | Add +5.5% | 7,495 | $561K |
| Northwest Wealth Management, LLC | 0.14% | Reduce -2.1% | 7,461 | $559K |
| Level Financial Advisors | 0.24% | Add +112.0% | 7,391 | $554K |
| Boyd Wealth Management, LLC | 0.30% | Reduce -38.8% | 7,267 | $544K |
| Evanson Asset Management, LLC | 0.04% | Add +0.0% | 7,140 | $535K |
| Prio Wealth Limited Partnership | 0.02% | Add +33.0% | 7,077 | $530K |
| Northstar Group, Inc. | 0.10% | Reduce -4.3% | 7,056 | $528K |
| Estate Counselors, LLC | 0.06% | Add +2.1% | 7,025 | $526K |
| GFG Capital, LLC | 0.14% | No change | 7,020 | $526K |
| Caldwell Trust Co | 0.06% | No change | 7,000 | $524K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | Add +42.9% | 6,970 | $522K |
| Southland Equity Partners LLC | 0.15% | Add +0.2% | 6,966 | $522K |
| First Citizens Financial Corp | 0.30% | Add +14.1% | 6,738 | $505K |
| Stockman Wealth Management, Inc. | 0.09% | Add +0.1% | 6,633 | $497K |
| Kraft Asset Management, LLC | 0.41% | Reduce -4.4% | 6,561 | $491K |
| Allen Investment Management, LLC | 0.01% | No change | 6,549 | $490K |
| TCI Wealth Advisors, Inc. | 0.05% | New | 6,548 | $490K |
| Wesbanco Bank Inc. | 0.02% | Add +2.9% | 6,505 | $487K |
| Barrett & Company, Inc. | 0.22% | Add +1.7% | 6,428 | $481K |
| Western Wealth Management, LLC | 0.04% | Add +0.8% | 6,343 | $475K |
| Anchor Investment Management, LLC | 0.05% | Add +50.9% | 6,329 | $474K |
| Park Avenue Securities LLC | 0.01% | Add +10.4% | 6,222 | $466K |
| Alamar Capital Management, LLC | 0.28% | — | 6,205 | $465K |
| Global Financial Private Client, LLC | 0.19% | Reduce -0.8% | 6,176 | $463K |
| Choreo, LLC | 0.01% | New | 6,217 | $462K |
| Summit Wealth Group, LLC | 0.14% | New | 6,152 | $461K |
| 9258 Wealth Management, LLC | 0.07% | Add +13.8% | 6,062 | $454K |
| Bank of New Hampshire | 0.12% | Reduce -0.3% | 6,000 | $449K |
| LongView Wealth Management | 0.16% | Add +0.5% | 5,958 | $446K |
| S. R. Schill & Associates | 0.19% | Reduce -20.3% | 5,929 | $444K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 5,900 | $442K |
| Ancora Advisors LLC | 0.01% | Reduce -18.1% | 5,853 | $438K |
| PFG Investments, LLC | 0.03% | Reduce -97.6% | 5,809 | $435K |
| CFS Investment Advisory Services, LLC | 0.03% | New | 5,749 | $431K |
| Kelly Financial Services LLC | 0.15% | Add +2.7% | 5,742 | $430K |
| Signify Wealth | 0.61% | Reduce -6.5% | 5,687 | $426K |
| Capital Asset Advisory Services LLC | 0.02% | New | 5,567 | $419K |
| Chapin Davis, Inc. | 0.14% | No change | 5,527 | $414K |
| Greenwich Wealth Management LLC | 0.03% | Add +11.6% | 5,515 | $413K |
| LifePro Asset Management | 0.30% | No change | 5,507 | $412K |
| Compass Advisory Group LLC | 0.18% | Add +1.6% | 5,495 | $412K |
| Parallel Advisors, LLC | 0.01% | Reduce -8.3% | 5,489 | $411K |
| Wealthgarden F.S. LLC | 0.43% | — | 5,487 | $411K |
| Citizens Financial Group Inc. | 0.01% | Add +81.5% | 5,456 | $409K |
| Private Management Group Inc. | 0.02% | No change | 5,449 | $408K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.5% | 5,424 | $406K |
| Absolute Capital Management, LLC | 0.25% | Add +5.2% | 5,406 | $405K |
| SilverOak Wealth Management LLC | 0.10% | Reduce -2.4% | 5,394 | $404K |
| Andrews, Lucia Wealth Management LLC | 0.28% | No change | 5,342 | $403K |
| Bruce G. Allen Investments, LLC | 0.34% | Add +0.9% | 5,332 | $399K |
| McAdam, LLC | 0.02% | Add +26.6% | 5,283 | $396K |
| Anson Capital, Inc. | 0.39% | No change | 5,269 | $395K |
| Flagstar Securities, Inc. | 0.11% | Reduce -11.3% | 5,242 | $393K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 5,219 | $391K |
| Luminvest Wealth Management LLC | 0.18% | New | 5,209 | $390K |
| Apexium Financial, LP | 0.03% | New | 5,206 | $390K |
| Dearborn Partners LLC | 0.02% | Add +41.8% | 5,180 | $388K |
| Bogart Wealth, LLC | 0.02% | Reduce -13.6% | 5,160 | $386K |
| Vantage Financial Partners, LLC | 0.10% | Reduce -8.7% | 5,136 | $385K |
| HHM Wealth Advisors, LLC | 0.06% | No change | 5,106 | $382K |
| Opal Wealth Advisors, LLC | 0.12% | Reduce -3.6% | 5,037 | $377K |
| LifePlan Investment Advisors, Inc. | 0.27% | Add +20.3% | 4,996 | $374K |
| Brookmont Capital Management | 0.20% | New | 4,921 | $369K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +25.2% | 4,532 | $362K |
| Redwood Investment Management, LLC | 0.03% | Reduce -11.7% | 4,766 | $357K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.17% | Reduce -2.9% | 4,759 | $356K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -9.7% | 4,749 | $356K |
| Maia Wealth LLC | 0.11% | — | 4,668 | $353K |
| PFG Advisors | 0.02% | Add +15.9% | 4,672 | $350K |
| Fulton Breakefield Broenniman LLC | 0.03% | Add +48.5% | 4,667 | $350K |
| Lion Street Advisors, LLC | 0.13% | Reduce -1.4% | 4,666 | $349K |
| WealthCare Investment Partners, LLC | 0.16% | Add +18.0% | 4,662 | $349K |
| Successful Portfolios LLC | 0.24% | Reduce -4.6% | 4,591 | $344K |
| MADDEN SECURITIES Corp | 0.15% | New | 4,587 | $344K |
| Franklin Resources Inc. | 0.00% | Add +0.3% | 4,556 | $341K |
| Crescent Sterling, Ltd. | 0.32% | Reduce -1.7% | 4,528 | $339K |
| Forum Private Client Group LLC | 0.16% | No change | 4,506 | $337K |
| EnRich Financial Partners LLC | 0.12% | Add +40.0% | 4,481 | $336K |
| Bath Savings Trust Co | 0.04% | Reduce -2.2% | 4,477 | $335K |
| Swisher Financial Concepts, Inc. | 0.34% | Add +0.3% | 4,479 | $334K |
| Olde Wealth Management, LLC | 0.13% | New | 4,473 | $334K |
| Montz Harcus Wealth Management LLC | 0.21% | Add +2.7% | 4,333 | $325K |
| Trilogy Capital Inc. | 0.02% | Reduce -20.7% | 4,329 | $324K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -7.8% | 4,316 | $323K |
| Center For Asset Management LLC | 0.21% | Add +1.6% | 4,310 | $323K |
| TrueWealth Advisors, LLC | 0.12% | Add +12.7% | 4,304 | $322K |
| Caitlin John, LLC | 0.23% | No change | 4,245 | $318K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.8% | 4,238 | $317K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -4.0% | 4,224 | $316K |
| Guidance Capital, Inc. | 0.10% | Add +21.4% | 4,117 | $315K |
| Smith, Moore & Co. | 0.03% | Add +1.9% | 4,194 | $314K |
| EWG Elevate Inc. | 0.11% | Add +0.3% | 4,192 | $314K |
| Hershey Financial Advisers, LLC | 0.28% | — | 4,180 | $313K |
| Lebenthal Global Advisors, LLC | 0.07% | Reduce -0.1% | 4,160 | $312K |
| Kanawha Capital Management LLC | 0.02% | Add +3.7% | 4,160 | $312K |
| Compound Planning, Inc. | 0.02% | Reduce -1.1% | 4,125 | $309K |
| Vance Wealth, LLC | 0.13% | Add +0.2% | 4,064 | $304K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Add +0.3% | 4,030 | $301K |
| OMNI 360 Wealth, Inc. | 0.23% | Reduce -8.1% | 4,011 | $300K |
| Quantum Portfolio Management LLC | 0.17% | No change | 4,000 | $300K |
| Soltis Investment Advisors LLC | 0.03% | New | 3,998 | $299K |
| Godshalk Welsh Capital Management, Inc. | 0.20% | Add +0.2% | 3,978 | $298K |
| Rf&l Wealth Management, LLC | 0.23% | Add +3.5% | 3,975 | $298K |
| Arbor Wealth Advisors LLC | 0.29% | Reduce -50.8% | 3,973 | $298K |
| Sterling Wealth Management, Inc. | 0.14% | Reduce -7.2% | 3,966 | $297K |
| Financial Life Advisors | 0.12% | No change | 3,959 | $296K |
| Capital Advisors Wealth Management, LLC | 0.06% | Add +0.9% | 3,959 | $296K |
| First Personal Financial Services | 0.07% | No change | 3,951 | $296K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.6% | 3,935 | $295K |
| Archer Investment Corp | 0.09% | Add +0.1% | 3,911 | $293K |
| Sunbelt Securities, Inc. | 0.03% | No change | 3,898 | $292K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -21.0% | 3,878 | $290K |
| Liberty Wealth Management LLC | 0.05% | Add +5.4% | 3,835 | $287K |
| Parsons Capital Management Inc. | 0.02% | Reduce -19.0% | 3,827 | $287K |
| Valeo Financial Advisors, LLC | 0.01% | Add +0.6% | 3,818 | $286K |
| StrongBox Wealth, LLC | 0.13% | Reduce -29.3% | 3,788 | $284K |
| Jacobi Capital Management LLC | 0.02% | Reduce -11.3% | 3,750 | $281K |
| LaFleur & Godfrey LLC | 0.04% | New | 3,706 | $278K |
| Assetmark, Inc. | 0.00% | Reduce -29.3% | 3,699 | $277K |
| Veery Capital, LLC | 0.11% | Reduce -17.1% | 3,690 | $276K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.11% | No change | 3,680 | $276K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 3,671 | $275K |
| Center for Financial Planning, Inc. | 0.04% | No change | 3,650 | $273K |
| Grey Ledge Advisors, LLC | 0.07% | Reduce -40.7% | 3,592 | $269K |
| IFG Advisory, LLC | 0.02% | New | 3,564 | $267K |
| SpiderRock Advisors, LLC | 0.01% | New | 3,541 | $265K |
| Lwmg, LLC | 0.06% | Add +0.5% | 3,538 | $265K |
| Savant Capital, LLC | 0.00% | Add +2.2% | 3,509 | $263K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 3,472 | $260K |
| S.A. Mason LLC | 0.15% | No change | 3,471 | $260K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -79.8% | 3,465 | $260K |
| TAGStone Capital, Inc. | 0.15% | Add +9.5% | 3,456 | $259K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 3,452 | $259K |
| Walker Asset Management, LLC | 0.17% | Add +7.2% | 3,445 | $258K |
| Fermata Advisors, LLC | 0.06% | Reduce -69.7% | 3,379 | $253K |
| Mesirow Financial Investment Management, Inc. | 0.01% | New | 3,367 | $252K |
| Leavell Investment Management, Inc. | 0.01% | No change | 3,359 | $252K |
| Mission Creek Capital Partners, Inc. | 0.06% | Reduce -0.9% | 3,364 | $252K |
| Alliancebernstein L.P. | 0.00% | New | 3,364 | $252K |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.2% | 3,353 | $251K |
| Martel Wealth Advisors LLC | 0.05% | Add +0.9% | 3,342 | $250K |
| Moors & Cabot, Inc. | 0.01% | Add +8.3% | 3,306 | $248K |
| Clearstead Advisors, LLC | 0.00% | New | 3,304 | $247K |
| Trustmark Bank Trust Department | 0.02% | Reduce -9.6% | 3,300 | $247K |
| Professional Financial Advisors, LLC | 0.07% | Reduce -0.8% | 3,294 | $247K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -4.3% | 3,276 | $245K |
| HTLF Bank | 0.03% | Reduce -87.3% | 3,271 | $245K |
| F/m Investments LLC | 0.01% | New | 3,250 | $243K |
| Latitude Advisors, LLC | 0.15% | Add +16.2% | 3,233 | $242K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -44.9% | 3,199 | $240K |
| Balefire, LLC | 0.08% | Add +11.6% | 3,187 | $239K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -7.8% | 3,124 | $234K |
| Fischer Investment Strategies, LLC | 0.23% | Reduce -97.5% | 3,115 | $233K |
| Horst & Graben Wealth Management LLC | 0.04% | Reduce -0.5% | 3,092 | $232K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.9% | 3,091 | $232K |
| Oak Hill Wealth Advisors, LLC | 0.07% | — | 3,085 | $231K |
| Wealthspire Retirement, LLC | 0.02% | New | 3,049 | $228K |
| HBW Advisory Services LLC | 0.04% | Reduce -27.8% | 3,043 | $228K |
| Integrated Investment Consultants, LLC | 0.06% | No change | 3,013 | $227K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -5.8% | 3,017 | $226K |
| Addison Capital Co | 0.10% | Reduce -1.9% | 3,004 | $225K |
| Investment Advisory Group, LLC | 0.09% | Reduce -8.1% | 3,001 | $225K |
| Signaturefd, LLC | 0.00% | Reduce -8.4% | 3,000 | $225K |
| WNY Asset Management, LLC | 0.03% | No change | 2,999 | $225K |
| MKT Advisors LLC | 0.11% | No change | 2,961 | $223K |
| Main Street Financial Solutions, LLC | 0.02% | Add +0.3% | 2,972 | $223K |
| Moseley Investment Management Inc. | 0.10% | No change | 2,942 | $220K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.9% | 2,920 | $219K |
| Brightwater Advisory LLC | 0.17% | Add +0.9% | 2,913 | $218K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +0.1% | 2,897 | $217K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,894 | $217K |
| Money Concepts Capital Corp. | 0.02% | New | 2,858 | $214K |
| Symphony Financial, Ltd. Co. | 0.04% | No change | 2,831 | $213K |
| Watershed Private Wealth LLC | 0.09% | No change | 2,841 | $213K |
| AMG National Trust Bank | 0.01% | New | 2,826 | $212K |
| LVW Advisors, LLC | 0.03% | Add +3.8% | 2,818 | $211K |
| Transcendent Capital Group LLC | 0.12% | No change | 2,810 | $210K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -14.8% | 2,803 | $210K |
| Next Capital Management LLC | 0.09% | New | 2,686 | $209K |
| Commerce Bank | 0.00% | No change | 2,769 | $207K |
| Essex Bank | 0.06% | Reduce -0.1% | 2,761 | $207K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 2,758 | $207K |
| HF Advisory Group, LLC | 0.11% | New | 2,749 | $206K |
| CIBC Private Wealth Group LLC | 0.00% | Add +80.7% | 2,728 | $205K |
| TFB Advisors LLC | 0.07% | New | 2,731 | $205K |
| Diversify Advisory Services, LLC | 0.01% | New | 2,702 | $203K |
| Austin Wealth Management, LLC | 0.05% | New | 2,681 | $203K |
| WBH Advisory Inc. | 0.02% | New | 2,711 | $203K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 2,679 | $201K |
| Loudon Investment Management, LLC | 0.12% | No change | 2,675 | $200K |
| Hall Laurie J Trustee | 0.07% | No change | 2,675 | $200K |
| Robinswood Financial LLC | 0.08% | Reduce -26.8% | 2,655 | $199K |
| Family Firm, Inc. | 0.04% | New | 2,570 | $192K |
| Private Trust Co. NA | 0.02% | Reduce -17.8% | 2,569 | $192K |
| United Community Bank | 0.08% | Reduce -10.1% | 2,550 | $191K |
| Blume Capital Management, Inc. | 0.04% | No change | 2,400 | $180K |
| Colonial Trust Co / SC | 0.03% | Add +0.1% | 2,294 | $172K |
| Salem Investment Counselors Inc. | 0.01% | Add +0.9% | 2,264 | $170K |
| Guardian Wealth Management, Inc. | 0.12% | Add +0.4% | 2,148 | $161K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -0.4% | 2,072 | $155K |
| Benjamin Edwards Inc. | 0.03% | Add +5.4% | 1,990 | $149K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +1.3% | 1,945 | $146K |
| Great Lakes Retirement, Inc. | 0.02% | New | 1,930 | $145K |
| Richardson Financial Services Inc. | 0.10% | Add +11.8% | 1,900 | $142K |
| West Paces Advisors Inc. | 0.04% | Reduce -39.1% | 1,896 | $142K |
| LGT Financial Advisors LLC | 0.29% | Reduce -13.5% | 1,831 | $137K |
| Twin City Private Wealth, LLC | 0.12% | Reduce -3.4% | 1,706 | $128K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | New | 1,695 | $127K |
| Atlas Capital Advisors Inc. | 0.02% | Add +11.5% | 1,645 | $123K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,600 | $120K |
| Principal Securities, Inc. | 0.00% | Add +22.9% | 1,557 | $117K |
| Beacon Capital Management, LLC | 0.02% | No change | 1,481 | $111K |
| Prestige Wealth Management Group LLC | 0.02% | Reduce -1.1% | 1,472 | $110K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -3.7% | 1,453 | $109K |
| REAP Financial Group, LLC | 0.03% | Reduce -4.5% | 1,396 | $105K |
| North Star Investment Management Corp. | 0.01% | Add +0.4% | 1,390 | $104K |
| Asset Dedication, LLC | 0.01% | New | 1,389 | $104K |
| Sandy Spring Bank | 0.00% | No change | 1,335 | $100K |
| Richard W. Paul & Associates, LLC | 0.04% | Add +8.3% | 1,237 | $93K |
| Kings Path Partners LLC | 0.04% | — | 1,234 | $92K |
| Tyler-Stone Wealth Management | 0.04% | Add +6.0% | 1,213 | $91K |
| Headlands Technologies LLC | 0.01% | New | 1,146 | $86K |
| Abound Wealth Management | 0.03% | Add +0.9% | 1,059 | $79K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -49.7% | 1,041 | $78K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +6.9% | 1,026 | $77K |
| SOA Wealth Advisors, LLC. | 0.02% | Reduce -44.0% | 1,023 | $77K |
| Financial Gravity Asset Management, Inc. | 0.02% | Reduce -17.5% | 957 | $72K |
| BNP Paribas Financial Markets | 0.00% | Add +1289.2% | 903 | $68K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.7% | 855 | $64K |
| NorthRock Partners, LLC | 0.00% | Reduce -64.1% | 825 | $62K |
| Bell Investment Advisors, Inc | 0.01% | New | 782 | $59K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 778 | $58K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +40.3% | 762 | $57K |
| Front Row Advisors LLC | 0.02% | Reduce -28.3% | 731 | $55K |
| Delta Asset Management LLC | 0.00% | No change | 648 | $49K |
| SouthState Bank Corp | 0.00% | No change | 630 | $47K |
| Register Financial Advisors LLC | 0.02% | Reduce -43.2% | 622 | $47K |
| American National Bank & Trust | 0.01% | Add +14.5% | 615 | $46K |
| NFSG Corp | 0.02% | Reduce -11.6% | 593 | $44K |
| Wit, LLC | 1.31% | No change | 581 | $43K |
| Pacifica Partners Inc. | 0.02% | No change | 554 | $42K |
| Birchbrook, Inc. | 0.02% | No change | 551 | $41K |
| Howe & Rusling Inc. | 0.00% | Add +0.2% | 550 | $41K |
| Private Capital Management LLC | 0.01% | Reduce -66.9% | 520 | $39K |
| Financial Connections Group, Inc. | 0.02% | New | 511 | $38K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -7.4% | 500 | $37K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -50.3% | 496 | $37K |
| Jackson Hole Capital Partners, LLC | 0.01% | No change | 465 | $35K |
| Strategic Financial Concepts, LLC | 0.02% | New | 104,046 | $32K |
| Cape Investment Advisory, Inc. | 0.01% | Add +0.3% | 409 | $31K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 400 | $30K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -22.0% | 382 | $29K |
| Gradient Investments LLC | 0.00% | No change | 376 | $28K |
| Pittenger & Anderson Inc. | 0.00% | No change | 375 | $28K |
| FAS Wealth Partners, Inc. | 0.00% | New | 374 | $28K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 346 | $26K |
| Tucker Asset Management LLC | 0.01% | Add +5.0% | 333 | $25K |
| Bangor Savings Bank | 0.00% | No change | 332 | $25K |
| First Financial Corp. | 0.01% | No change | 305 | $23K |
| AlphaMark Advisors, LLC | 0.01% | No change | 295 | $22K |
| Vermillion & White Wealth Management Group, LLC | 0.02% | Add +44.0% | 288 | $22K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +30.9% | 267 | $20K |
| Financial Freedom, LLC | 0.01% | No change | 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% | No change | 216 | $16K |
| Blue Trust, Inc. | 0.00% | No change | 213 | $16K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.5% | 218 | $16K |
| CVA Family Office, LLC | 0.00% | Reduce -60.0% | 188 | $14K |
| Cassady Schiller Wealth Management, LLC | 0.01% | New | 180 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | — | 179 | $13K |
| Family Asset Management, LLC | 0.01% | New | 177 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 176 | $13K |
| GFS Advisors, LLC | 0.00% | New | 43,900 | $12K |
| Valley National Advisers Inc. | 0.00% | No change | 155 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.8% | 133 | $10K |
| Macroview Investment Management LLC | 0.01% | No change | 133 | $10K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -98.4% | 131 | $10K |
| WealthShield Partners, LLC | 0.00% | No change | 126 | $9K |
| Hanson & Doremus Investment Management | 0.00% | New | 119 | $9K |
| McIlrath & Eck, LLC | 0.00% | New | 117 | $9K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -66.7% | 110 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 106 | $8K |
| Painted Porch Advisors LLC | 0.00% | New | 103 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -9.8% | 101 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 92 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 90 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 89 | $7K |
| Triad Wealth Partners, LLC | 0.00% | New | 87 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -16.5% | 86 | $6K |
| Main Street Group, LTD | 0.00% | No change | 85 | $6K |
| Investors Research Corp | 0.00% | Add +78.7% | 84 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +575.0% | 81 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 78 | $6K |
| New England Asset Management Inc. | 0.00% | New | 75 | $6K |
| Concord Wealth Partners | 0.00% | Add +2.8% | 74 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 66 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 60 | $4K |
| Castleview Partners, LLC | 0.00% | Add +10.4% | 53 | $4K |
| IAG Wealth Partners, LLC | 0.00% | New | 53 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Hobbs Group Advisors, LLC | 0.00% | — | 50 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 42 | $3K |
| Avion Wealth | 0.00% | No change | 41 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 24 | $2K |
| Key Financial Inc | 0.00% | No change | 24 | $2K |
| Glassman Wealth Services | 0.00% | New | 18 | $1K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 15 | $1K |
| Covestor Ltd | 0.00% | No change | 16 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 1 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | New | 11 | $824 |
| GeoWealth Management, LLC | 0.00% | Reduce -65.6% | 11 | $824 |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -66.7% | 9 | $674 |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $449 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $449 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -87.5% | 1 | $75 |
| Summit Securities Group LLC | 0.00% | New | 1 | $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.