Vanguard Intermediate-Term BBIVETF
13F holders, Q3 2024 (September 30)856holders +28
73new positions
52sold out
2famous investors
$78.69avg. 13F price*
At the end of Q3 2024, 856 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 28 from Q2 2024. 73 opened new positions and 52 sold out. The largest holders were Envestnet Asset Management Inc. ($1.3B), Northwestern Mutual Wealth Management Co. ($607.5M) and Wells Fargo & Company ($605.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $141.0M |
| Exits | 52 | $33.8M |
All 13F filers, Q2 2024 → Q3 2024: 12,649,479 shares bought and 5,103,850 shares sold, net +7,545,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 856 holders
| Envestnet Asset Management Inc. | 0.43% | Add +2.5% | 16,910,184 | $1.3B |
| Northwestern Mutual Wealth Management Co. | 0.54% | Add +10.1% | 7,751,287 | $607.5M |
| Wells Fargo & Company | 0.15% | Add +0.3% | 7,730,221 | $605.8M |
| Goldman Sachs Group Inc. | 0.11% | Reduce -14.7% | 7,377,283 | $578.2M |
| Bank of America Corp. | 0.04% | Reduce -1.2% | 6,208,215 | $486.5M |
| Morgan Stanley | 0.03% | Add +14.2% | 5,869,348 | $460.0M |
| LPL Financial LLC | 0.14% | Add +3.8% | 3,868,222 | $303.2M |
| True Link Financial Advisors, LLC | 24.67% | Add +31.8% | 3,707,227 | $290.5M |
| Ameriprise Financial Inc. | 0.07% | Add +23.4% | 3,647,726 | $285.6M |
| EP Wealth Advisors, LLC | 2.05% | Add +38.5% | 3,037,989 | $238.1M |
| Baird Financial Group, Inc. | 0.46% | Add +3.7% | 3,035,983 | $237.9M |
| Mather Group, Llc. | 2.73% | Reduce -6.3% | 2,715,315 | $212.8M |
| United Capital Financial Advisors, LLC | 1.68% | Reduce -1.8% | 2,602,727 | $204.0M |
| Envestnet Portfolio Solutions, Inc. | 0.55% | Add +1.8% | 2,154,873 | $168.9M |
| Tiaa Trust, National Association | 0.44% | Add +8.9% | 1,900,749 | $149.0M |
| Lincoln National Corp. | 4.71% | Add +0.0% | 1,876,676 | $147.1M |
| FMR LLC | 0.01% | Reduce -7.1% | 1,859,538 | $145.7M |
| Royal Bank of Canada | 0.03% | Add +4.5% | 1,717,793 | $134.6M |
| Osaic Holdings, Inc. | 0.29% | Add +3.0% | 1,665,580 | $130.6M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Add +59.0% | 1,610,345 | $126.2M |
| Mariner, LLC | 0.21% | Add +7.6% | 1,539,654 | $120.7M |
| Diana Davis Spencer Foundation | 37.73% | No change | 1,426,000 | $111.8M |
| Jones Financial Companies LLLP | 0.11% | Add +8.7% | 1,396,181 | $109.6M |
| Retirement Investment Advisors, Inc. | 11.78% | Add +7.5% | 1,375,741 | $107.8M |
| Bank of New York Mellon Corp | 0.02% | Add +3.5% | 1,269,788 | $99.5M |
| UBS Group AG | 0.03% | Reduce -31.1% | 1,233,169 | $96.6M |
| Efficient Advisors, LLC | 5.96% | Reduce -2.1% | 1,212,837 | $95.1M |
| Comerica Bank | 0.35% | Add +4.8% | 1,119,902 | $87.8M |
| American Trust | 6.45% | Add +0.0% | 997,915 | $78.2M |
| Cetera Investment Advisers | 0.17% | Add +12.6% | 976,734 | $76.5M |
| US Bancorp \de | 0.09% | Add +0.6% | 922,588 | $72.3M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +10.1% | 912,133 | $71.5M |
| Commonwealth Equity Services, LLC | 0.11% | Add +9.4% | 897,429 | $70.3M |
| Truist Financial Corp. | 0.11% | Add +11.0% | 883,821 | $69.3M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -1.1% | 855,100 | $67.0M |
| Peapack Gladstone Financial Corp. | 0.94% | Add +13.1% | 829,589 | $65.0M |
| BCM Advisors, LLC | 13.74% | Add +1.4% | 790,476 | $59.8M |
| Wit, LLC | 1.72% | — | 711 | $59.5M |
| Amplius Wealth Advisors, LLC | 5.95% | Add +0.4% | 696,075 | $54.5M |
| Reliant Wealth Planning | 21.42% | Add +1.6% | 631,290 | $49.5M |
| Bank of Montreal | 0.02% | Add +15.3% | 628,426 | $49.4M |
| Raymond James & Associates | 0.03% | Add +15.6% | 617,865 | $48.4M |
| Cranbrook Wealth Management, LLC | 10.83% | Add +6.3% | 605,773 | $47.5M |
| Cerity Partners LLC | 0.10% | Add +12.4% | 590,705 | $46.3M |
| Sage Financial Management Group, Inc. | 17.00% | New | 559,501 | $43.8M |
| Beacon Capital Management, Inc. | 1.82% | Add +23.2% | 558,197 | $43.7M |
| MML Investors Services, LLC | 0.16% | Add +1.7% | 554,997 | $43.5M |
| Verus Financial Partners, Inc. | 4.51% | Add +1.3% | 525,128 | $41.2M |
| Badgley Phelps Wealth Managers, LLC | 0.95% | Add +1.8% | 520,277 | $40.8M |
| Cary Street Partners Investment Advisory LLC | 1.44% | Add +2.9% | 539,759 | $39.2M |
| Francis Financial, Inc. | 10.29% | Add +14.7% | 496,200 | $38.9M |
| Vanguard Group Inc. | 0.00% | Add +23.6% | 490,944 | $38.5M |
| Modera Wealth Management, LLC | 0.49% | Add +0.4% | 490,391 | $38.4M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.62% | Add +0.6% | 474,956 | $37.2M |
| Mfa Wealth Advisors, LLC | 8.01% | Add +155.2% | 466,407 | $36.6M |
| Discipline Wealth Solutions, LLC | 19.06% | Add +9.0% | 460,661 | $36.1M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.9% | 455,803 | $35.7M |
| Willow Creek Wealth Management Inc. | 3.63% | Add +1.9% | 440,174 | $34.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +2.2% | 440,169 | $34.5M |
| HighTower Advisors, LLC | 0.05% | Add +7.6% | 419,108 | $32.9M |
| JPMorgan Chase & Co. | 0.00% | Add +53.0% | 415,162 | $32.5M |
| Stifel Financial Corp. | 0.03% | Reduce -1.6% | 415,056 | $32.5M |
| Carolinas Wealth Consulting LLC | 5.79% | Reduce 0.0% | 406,866 | $31.9M |
| Farther Finance Advisors, LLC | 1.19% | Reduce -1.4% | 405,699 | $31.8M |
| Moisand Fitzgerald Tamayo, LLC | 4.32% | Add +8.0% | 402,017 | $31.5M |
| Cannon Financial Strategists, Inc. | 5.49% | Reduce -2.7% | 401,112 | $31.4M |
| Burt Wealth Advisors | 7.34% | Add +4.6% | 380,522 | $29.8M |
| Avior Wealth Management, LLC | 1.18% | Add +3.3% | 377,050 | $29.5M |
| Rosenberg Matthew Hamilton | 7.50% | Add +6.6% | 365,628 | $28.7M |
| Cooper Financial Group | 3.70% | Add +6.5% | 363,298 | $28.5M |
| Austin Private Wealth, LLC | 2.76% | Reduce -1.9% | 358,103 | $28.1M |
| Geneos Wealth Management Inc. | 1.05% | Add +6.7% | 352,226 | $27.6M |
| Atria Wealth Solutions, Inc. | 0.30% | Add +11.3% | 351,513 | $27.5M |
| Gordian Advisors LLC | 21.87% | Add +10.1% | 349,826 | $27.4M |
| SMI Advisory Services, LLC | 6.07% | Add +1.9% | 354,455 | $27.4M |
| Pinkerton Wealth, LLC | 3.93% | Add +4.0% | 344,587 | $27.0M |
| OLIO Financial Planning | 11.33% | Add +0.1% | 351,857 | $26.9M |
| First National Bank & Trust Co. of Newtown | 5.14% | Add +1.3% | 342,332 | $26.8M |
| Roundview Capital LLC | 1.82% | Add +2.8% | 320,362 | $25.1M |
| Townsquare Capital LLC | 0.30% | Add +15.1% | 317,858 | $24.9M |
| Strategic Advocates LLC | 8.85% | Add +6.2% | 315,492 | $24.7M |
| Ballentine Capital Advisors, Inc | 12.17% | Add +0.8% | 309,560 | $24.3M |
| Private Advisor Group, LLC | 0.15% | Add +8.3% | 306,894 | $24.1M |
| Williams Financial, LLC | 14.62% | Add +2.4% | 298,515 | $23.4M |
| Scott Capital Advisors, LLC | 6.61% | Add +2.6% | 297,392 | $23.3M |
| Windward Private Wealth Management Inc. | 8.72% | Add +0.9% | 290,326 | $22.8M |
| Brown Wealth Management, LLC | 7.94% | Add +16.8% | 280,906 | $22.0M |
| Greystone Financial Group, LLC | 3.91% | Add +1.8% | 279,500 | $21.9M |
| Prime Capital Investment Advisors, LLC | 0.31% | Reduce -3.4% | 279,109 | $21.9M |
| FPC Investment Advisory, Inc. | 18.38% | Add +16.6% | 281,255 | $21.7M |
| LVW Advisors, LLC | 2.72% | Add +9535.2% | 271,519 | $21.3M |
| Schiavi & Co LLC | 7.50% | Add +4.0% | 263,640 | $20.7M |
| Thrivent Financial for Lutherans | 0.04% | Reduce -9.6% | 262,613 | $20.6M |
| Yeomans Consulting Group, Inc. | 7.51% | New | 256,235 | $20.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 7.69% | Add +13.8% | 254,753 | $20.0M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +280.7% | 253,161 | $19.8M |
| Smithfield Trust Co | 0.97% | Add +7.2% | 251,981 | $19.7M |
| ForthRight Wealth Management, LLC | 6.55% | Add +14.3% | 250,916 | $19.7M |
| Financial Counselors Inc. | 0.29% | Reduce -15.2% | 250,412 | $19.6M |
| Meeder Advisory Services, Inc. | 1.26% | Add +8.4% | 247,800 | $19.4M |
| Consolidated Portfolio Review Corp | 4.32% | Add +5.3% | 247,247 | $19.4M |
| Orion Porfolio Solutions, LLC | 0.19% | Add +5.0% | 243,693 | $19.1M |
| Orion Portfolio Solutions, LLC | 0.19% | Add +5.0% | 243,693 | $19.1M |
| Stephens Inc. | 0.27% | Add +5.7% | 239,444 | $18.8M |
| Jacobson & Schmitt Advisors, LLC | 3.74% | Add +1.9% | 232,596 | $18.2M |
| Bank of Stockton | 5.44% | Reduce -21.7% | 230,264 | $18.0M |
| Keudell/Morrison Wealth Management | 4.86% | Reduce -12.9% | 228,605 | $17.9M |
| Avantax Advisory Services, Inc. | 0.12% | Reduce -6.9% | 228,447 | $17.9M |
| Silver Coast Investments LLC | 6.35% | Add +5.0% | 220,110 | $17.2M |
| Brewster Financial Planning LLC | 13.32% | Add +4.4% | 219,179 | $17.2M |
| CreativeOne Wealth, LLC | 0.58% | Add +12.3% | 217,730 | $17.1M |
| American Money Management, LLC | 3.35% | Add +7.0% | 213,561 | $16.7M |
| Natixis Advisors, LLC | 0.03% | Reduce -7.0% | 213,446 | $16.7M |
| Capital Insight Partners, LLC | 2.85% | Reduce -17.2% | 207,557 | $16.3M |
| Acorn Creek Capital LLC | 8.56% | Add +11.0% | 206,043 | $16.1M |
| Human Investing LLC | 2.88% | Add +3.5% | 202,963 | $15.9M |
| Heartwood Wealth Advisors LLC | 1.75% | New | 202,209 | $15.8M |
| Lodestar Private Asset Management LLC | 2.01% | Add +7.8% | 201,636 | $15.8M |
| Betterment LLC | 0.04% | Add +7.9% | 200,140 | $15.7M |
| Montecito Bank & Trust | 2.66% | New | 199,404 | $15.6M |
| Certified Advisory Corp | 1.68% | Add +43.3% | 193,813 | $15.2M |
| Cornerstone Planning Group LLC | 3.93% | Add +7.1% | 195,289 | $14.9M |
| Burney Co./ | 0.53% | Reduce -48.1% | 189,465 | $14.8M |
| Phillips Financial Management, LLC | 1.15% | Reduce -5.0% | 189,112 | $14.8M |
| NewSquare Capital LLC | 1.16% | Add +0.0% | 186,591 | $14.6M |
| Wescott Financial Advisory Group, LLC | 1.53% | Add +26.1% | 181,344 | $14.2M |
| Darrow Company, Inc. | 8.23% | Add +4.6% | 180,721 | $14.2M |
| First Merchants Corp. | 0.54% | Add +3.6% | 180,547 | $14.1M |
| Greenup Street Wealth Management LLC | 2.92% | Add +18.9% | 180,305 | $14.1M |
| Fifth Third Bancorp | 0.05% | Reduce -2.3% | 179,008 | $14.0M |
| Synovus Financial Corp. | 0.16% | Add +106.1% | 178,309 | $14.0M |
| Parkside Financial Bank & Trust | 1.95% | Add +24.4% | 177,784 | $13.9M |
| Penserra Capital Management LLC | 0.30% | Reduce -3.6% | 176,422 | $13.8M |
| Wealthfront Advisers LLC | 0.04% | Add +1.2% | 174,813 | $13.7M |
| Hoge Financial Services, LLC | 10.19% | Add +15.4% | 172,570 | $13.5M |
| &partners | 0.26% | Add +82.3% | 170,996 | $13.4M |
| Atria Investments, Inc | 0.16% | Reduce -11.5% | 168,605 | $13.2M |
| CHB Investment Group, LLC | 6.80% | — | 163,619 | $12.8M |
| Family Investment Center, Inc. | 3.20% | Add +29.5% | 162,705 | $12.8M |
| Prudential Financial Inc. | 0.02% | Add +1.0% | 160,986 | $12.6M |
| TD Private Client Wealth LLC | 0.36% | Add +23.9% | 160,406 | $12.6M |
| Sanctuary Advisors, LLC | 0.08% | Reduce -7.6% | 164,746 | $12.4M |
| Planned Solutions, Inc. | 5.04% | Add +2.6% | 158,108 | $12.4M |
| Seeds Investor LLC | 4.60% | Add +77.7% | 157,151 | $12.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +6.6% | 156,898 | $12.3M |
| Retirement Capital Strategies | 4.80% | Add +376.1% | 156,657 | $12.3M |
| Citigroup Inc. | 0.01% | Reduce -1.6% | 153,994 | $12.1M |
| Sigma Planning Corp | 0.37% | Add +26.9% | 153,493 | $12.0M |
| Asset Management Group, Inc. | 1.70% | Add +0.7% | 153,255 | $12.0M |
| Goldstone Financial Group, LLC | 2.08% | Add +14.0% | 152,524 | $12.0M |
| NewEdge Advisors, LLC | 0.08% | Add +63.0% | 148,499 | $11.6M |
| FC Advisory LLC | 3.90% | Add +5.4% | 147,874 | $11.6M |
| San Luis Wealth Advisors LLC | 2.32% | Add +3.3% | 143,584 | $11.3M |
| Clark Asset Management, LLC | 2.38% | Add +20.0% | 141,443 | $11.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 6.56% | Add +393.2% | 141,069 | $11.1M |
| M&T Bank Corp | 0.04% | Add +1.4% | 139,759 | $11.0M |
| Pacific Capital Wealth Advisors, Inc. | 1.83% | Reduce -15.9% | 138,594 | $10.9M |
| Tillman Hartley LLC | 3.22% | Add +38.2% | 138,545 | $10.9M |
| MBA Advisors LLC | 5.21% | Add +6.5% | 138,538 | $10.9M |
| Austin Asset Management Co Inc | 2.21% | Add +6.5% | 138,170 | $10.8M |
| Diversified Portfolios, Inc. | 1.12% | Reduce -43.6% | 136,427 | $10.7M |
| Stephenson & Company, Inc. | 6.99% | Reduce -0.3% | 131,709 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | Add +2.9% | 131,658 | $10.3M |
| City State Bank | 3.75% | Add +22.6% | 131,282 | $10.3M |
| DAVENPORT & Co LLC | 0.06% | Add +0.4% | 129,625 | $10.2M |
| Gemmer Asset Management LLC | 1.02% | Add +2.5% | 129,608 | $10.2M |
| Platte River Wealth Advisors, LLC | 2.72% | Add +8.0% | 129,547 | $10.2M |
| Hanover Advisors Inc. | 4.23% | Add +34.1% | 128,486 | $10.1M |
| OneDigital Investment Advisors LLC | 0.11% | Reduce -2.4% | 128,291 | $10.1M |
| MA Private Wealth | 1.88% | Reduce -2.6% | 128,224 | $10.0M |
| Fiduciary Financial Group, LLC | 2.25% | Add +8.7% | 127,242 | $9.8M |
| TrueWealth Financial Partners | 5.87% | Add +9.5% | 124,476 | $9.8M |
| Revisor Wealth Management LLC | 5.99% | Reduce -9.2% | 122,375 | $9.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -26.7% | 121,139 | $9.5M |
| Ameritas Investment Partners, Inc. | 0.31% | Add +5.5% | 120,206 | $9.4M |
| Galvin, Gaustad & Stein, LLC | 0.85% | Add +4.4% | 119,805 | $9.4M |
| Bokf, NA | 0.16% | Add +25.3% | 118,744 | $9.3M |
| Avantax Planning Partners, Inc. | 0.32% | Reduce -15.3% | 115,519 | $9.1M |
| Brookstone Capital Management | 0.13% | Add +16.0% | 112,468 | $8.8M |
| Blair William & Co. | 0.03% | Add +98.5% | 111,971 | $8.8M |
| Focus Partners Advisor Solutions, LLC | 0.18% | Add +99.3% | 110,918 | $8.7M |
| Squarepoint Ops LLC | 0.03% | Reduce -13.7% | 110,843 | $8.7M |
| Echo Wealth Management, LLC | 6.03% | Add +6.9% | 112,216 | $8.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.6% | 108,773 | $8.5M |
| SigFig Wealth Management, LLC | 0.31% | Reduce -2.6% | 107,386 | $8.4M |
| Allworth Financial LP | 0.05% | Reduce -1.4% | 106,209 | $8.3M |
| Verde Capital Management | 2.48% | Reduce -3.9% | 105,507 | $8.3M |
| Neumann Capital Management, LLC | 2.75% | Add +4.4% | 105,421 | $8.3M |
| Concentric Wealth Management, LLC | 1.99% | Add +3.8% | 103,943 | $8.1M |
| Nwam LLC | 0.49% | Add +11.5% | 103,541 | $8.1M |
| Mustard Seed Financial, LLC | 6.73% | Add +51.0% | 103,423 | $8.1M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +70.8% | 100,378 | $7.9M |
| SWP Financial LLC | 4.76% | Reduce -11.8% | 99,569 | $7.8M |
| EverSource Wealth Advisors, LLC | 0.49% | Add +2.4% | 98,463 | $7.7M |
| Hyperion Partners, LLC | 4.91% | Add +3.3% | 98,095 | $7.7M |
| Sovereign Investment Advisors, LLC | 2.50% | Add +2.1% | 97,164 | $7.6M |
| Sterling Financial Planning, Inc. | 2.75% | Add +5.2% | 95,277 | $7.5M |
| Principal Financial Group Inc. | 0.00% | No change | 95,226 | $7.5M |
| Traveka Wealth, LLC | 3.73% | Reduce -38.5% | 93,736 | $7.3M |
| Associated Banc-Corp | 0.21% | Reduce -0.9% | 93,084 | $7.3M |
| Financial Advocates Investment Management | 0.41% | Add +84.6% | 93,186 | $7.2M |
| Fonville Wealth Management LLC | 2.45% | Add +35.9% | 90,549 | $7.1M |
| Safir Wealth Advisors, LLC | 5.26% | Add +2.4% | 87,272 | $6.8M |
| Larson Financial Group LLC | 0.38% | Reduce -4.0% | 85,701 | $6.7M |
| Bay Harbor Wealth Management, LLC | 2.10% | Reduce -2.4% | 82,064 | $6.4M |
| Jane Street Group, LLC | 0.01% | Add +104.2% | 80,329 | $6.3M |
| Cornerstone Wealth Management, LLC | 0.44% | Add +4.5% | 79,859 | $6.3M |
| Continuum Advisory, LLC | 0.80% | Add +1.6% | 83,030 | $6.2M |
| Financial Planning & Information Services, Inc. | 0.85% | Add +13.9% | 78,566 | $6.2M |
| Parker Financial LLC | 3.09% | Add +4.1% | 78,437 | $6.2M |
| Studio Investment Management LLC | 1.28% | Reduce -0.6% | 77,534 | $6.1M |
| Concourse Financial Group Securities, Inc. | 0.36% | Reduce -2.5% | 77,216 | $6.1M |
| Country Trust Bank | 0.15% | No change | 77,000 | $6.0M |
| Evolution Advisers, Inc. | 3.23% | Add +1.4% | 75,614 | $5.9M |
| Pinnacle Financial Partners Inc | 0.12% | Add +2.9% | 74,722 | $5.9M |
| Bluespring Wealth Management, LLC | 0.59% | Reduce -1.1% | 74,487 | $5.8M |
| Connecticut Wealth Management, LLC | 0.28% | Reduce -14.3% | 74,414 | $5.8M |
| Snowden Capital Advisors LLC | 0.17% | Reduce -0.3% | 73,623 | $5.8M |
| Mgo One Seven LLC | 0.25% | Add +4.5% | 73,367 | $5.7M |
| Intergy Private Wealth, LLC | 2.16% | Add +1.2% | 72,307 | $5.7M |
| Silver Oak Advisory Group, Inc. | 2.90% | Add +6.0% | 72,161 | $5.7M |
| Raffa Wealth Management, LLC | 1.34% | Add +6.8% | 71,048 | $5.6M |
| Mutual Advisors, LLC | 0.16% | Add +3.2% | 72,886 | $5.6M |
| Barclays PLC | 0.00% | No change | 70,619 | $5.5M |
| Clarity Wealth Advisors, LLC | 1.60% | Add +47.1% | 70,349 | $5.5M |
| Evergreen Wealth Management, LLC | 3.29% | Add +31.0% | 69,738 | $5.5M |
| Captrust Financial Advisors | 0.02% | Reduce -1.9% | 69,737 | $5.5M |
| Sunesis Advisors, LLC | 3.28% | Add +2.2% | 69,497 | $5.4M |
| MassMutual Private Wealth & Trust, FSB | 0.15% | Reduce -36.9% | 68,807 | $5.4M |
| Cape Cod Five Cents Savings Bank | 0.49% | Reduce -20.3% | 67,689 | $5.3M |
| Precedent Wealth Partners, LLC | 1.73% | Reduce -5.7% | 67,013 | $5.3M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -3.3% | 67,264 | $5.2M |
| GAMMA Investing LLC | 0.52% | Add +40.4% | 66,947 | $5.2M |
| Prostatis Group LLC | 1.71% | Reduce -13.2% | 66,782 | $5.2M |
| Retirement Planning Group, LLC | 0.28% | New | 66,158 | $5.2M |
| Bernardo Wealth Planning LLC | 1.24% | Add +28.9% | 66,694 | $5.1M |
| First Heartland Consultants, Inc. | 0.55% | Reduce -0.1% | 64,989 | $5.1M |
| Stephen J. Garry & Associates, LLC | 4.79% | Add +24.7% | 64,331 | $5.0M |
| Joel Isaacson & Co., LLC | 0.24% | Add +48.8% | 64,307 | $5.0M |
| Tritonpoint Wealth, LLC | 0.46% | Add +11.1% | 64,134 | $5.0M |
| IFG Advisors, LLC | 1.06% | Add +21.8% | 63,513 | $5.0M |
| Good Life Advisors, LLC | 0.31% | Add +28.9% | 63,390 | $5.0M |
| D.A. Davidson & Co. | 0.04% | Add +10.6% | 61,610 | $4.8M |
| First Horizon Advisors, Inc. | 0.13% | Reduce -4.8% | 61,553 | $4.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.40% | Add +33.2% | 60,695 | $4.8M |
| Aspire Private Capital, LLC | 1.13% | Add +2.7% | 60,616 | $4.8M |
| LexAurum Advisors, LLC | 1.04% | Add +15.2% | 59,798 | $4.7M |
| Warwick Investment Management, Inc. | 1.11% | Add +0.5% | 59,637 | $4.7M |
| Bessemer Group Inc. | 0.01% | Add +5.7% | 58,381 | $4.6M |
| ESL Trust Services, LLC | 1.04% | Add +20.9% | 58,346 | $4.6M |
| Leeward Financial Partners, LLC | 1.67% | Add +8.8% | 56,605 | $4.4M |
| WealthCollab, LLC | 2.91% | Add +1.7% | 56,349 | $4.4M |
| Elevated Capital Advisors, LLC | 1.17% | Reduce -3.0% | 55,964 | $4.4M |
| Milestone Investment Advisors LLC | 1.20% | Add +41.6% | 54,893 | $4.3M |
| Hurlow Wealth Management Group, Inc. | 1.34% | Add +6.4% | 54,772 | $4.3M |
| SignalPoint Asset Management, LLC | 1.00% | Add +20.4% | 54,319 | $4.3M |
| Granite Harbor Advisors, Inc. | 2.52% | Add +5.8% | 54,309 | $4.3M |
| Cambridge Capital Management, LLC | 2.80% | Add +57.2% | 54,202 | $4.2M |
| Sovereign Financial Group, Inc. | 0.99% | Add +4.6% | 54,193 | $4.2M |
| Fifth Third Securities, Inc. | 0.40% | Add +10.9% | 54,112 | $4.2M |
| Arax Advisory Partners | 0.38% | Add +5.0% | 53,666 | $4.2M |
| Red Wave Investments LLC | 1.47% | Reduce -4.7% | 53,629 | $4.2M |
| Park National Corp. | 0.15% | Reduce -20.6% | 53,110 | $4.2M |
| Prospera Financial Services Inc | 0.11% | Add +33.1% | 52,813 | $4.1M |
| C M Bidwell & Associates Ltd. | 2.53% | Add +133.0% | 52,783 | $4.1M |
| Foresight Capital Management Advisors, Inc. | 2.46% | Add +4.5% | 52,754 | $4.1M |
| Family Legacy, Inc. | 1.37% | Reduce -0.1% | 52,515 | $4.1M |
| Summit Financial, LLC | 0.16% | Add +3.2% | 52,029 | $4.1M |
| Invst, LLC | 0.49% | Reduce -13.3% | 51,935 | $4.1M |
| Cutler Investment Counsel LLC | 0.51% | Add +5.9% | 51,891 | $4.1M |
| Sagace Wealth Management LLC | 3.12% | Add +7.3% | 52,522 | $4.0M |
| Jacobsen Capital Management | 1.69% | Add +9.3% | 51,195 | $4.0M |
| Ashton Thomas Private Wealth, LLC | 0.21% | Add +22.5% | 50,717 | $4.0M |
| Integrated Advisors Network LLC | 0.19% | Add +1.8% | 50,666 | $4.0M |
| Clarity Capital Advisors, LLC | 2.83% | Add +8.0% | 50,257 | $3.9M |
| Boston Family Office LLC | 0.26% | Reduce -2.6% | 49,764 | $3.9M |
| Centennial Bank | 1.79% | Add +2.9% | 49,710 | $3.9M |
| CW Advisors, LLC | 0.05% | Reduce -37.1% | 49,093 | $3.8M |
| Focus Partners Wealth | 0.01% | New | 49,083 | $3.8M |
| White Lighthouse Investment Management Inc. | 0.69% | Add +6.1% | 48,805 | $3.8M |
| Brown Advisory Inc. | 0.00% | No change | 48,283 | $3.8M |
| Spire Wealth Management | 0.13% | Add +10.2% | 47,288 | $3.7M |
| Orrstown Financial Services Inc. | 1.07% | Reduce -1.3% | 46,415 | $3.6M |
| Creative Planning | 0.00% | Reduce -19.6% | 45,984 | $3.6M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +1.2% | 45,898 | $3.6M |
| Harbour Trust & Investment Management Co | 0.41% | Add +7.6% | 45,618 | $3.6M |
| Kelman-Lazarov, Inc. | 0.61% | Add +16.1% | 45,149 | $3.5M |
| Arcadia Wealth Management, LLC | 1.84% | Add +11.4% | 44,680 | $3.5M |
| CoreCap Advisors, LLC | 0.16% | New | 44,031 | $3.5M |
| Richmond Brothers, Inc. | 2.12% | New | 43,913 | $3.4M |
| Perigon Wealth Management, LLC | 0.09% | Reduce -58.9% | 43,845 | $3.4M |
| St. Louis Trust Co | 0.48% | Add +21.5% | 43,134 | $3.4M |
| VCI Wealth Management LLC | 1.50% | Add +8.5% | 43,121 | $3.4M |
| Joseph P. Lucia & Associates, LLC | 1.50% | Add +14.4% | 41,652 | $3.3M |
| Arcataur Capital Management LLC | 1.10% | Reduce -0.5% | 41,318 | $3.2M |
| Capital Advisory Group Advisory Services, LLC | 1.28% | Add +12.5% | 40,929 | $3.2M |
| Kickstand Ventures, Llc. | 0.82% | Reduce -0.5% | 40,853 | $3.2M |
| StoneX Group Inc. | 0.23% | Add +1.8% | 40,694 | $3.2M |
| Hardy Reed LLC | 0.29% | Add +146.6% | 40,633 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +9.5% | 40,568 | $3.2M |
| Merit Financial Group, LLC | 0.07% | Add +1.8% | 40,533 | $3.2M |
| SageView Advisory Group, LLC | 0.16% | New | 40,421 | $3.2M |
| Aveo Capital Partners, LLC | 0.33% | Add +2.8% | 39,906 | $3.1M |
| Smallwood Wealth Investment Management, LLC | 2.23% | Reduce -5.8% | 39,825 | $3.1M |
| Waller Financial Planning Group, Inc. | 0.77% | Add +0.1% | 39,474 | $3.1M |
| Private Wealth Group, LLC | 1.54% | No change | 39,403 | $3.1M |
| Westfuller Advisors, LLC | 2.21% | — | 39,249 | $3.1M |
| Eclectic Associates Inc. | 1.18% | Reduce -1.5% | 38,251 | $3.0M |
| Jim Saulnier & Associates, LLC | 2.92% | — | 38,117 | $3.0M |
| Aureus Asset Management, LLC | 0.20% | Reduce -1.2% | 38,101 | $3.0M |
| RS Crum Inc. | 0.69% | Add +14.1% | 37,497 | $2.9M |
| Waverly Advisors, LLC | 0.05% | Add +3.6% | 37,423 | $2.9M |
| Meridian Financial Partners LLC | 1.48% | Add +4.3% | 37,344 | $2.9M |
| Mitchell McLeod Pugh & Williams Inc. | 0.61% | Add +16.8% | 37,192 | $2.9M |
| Capital Analysts, LLC | 0.12% | Add +0.5% | 36,498 | $2.9M |
| Idaho Trust Co | 1.37% | Reduce -0.6% | 36,093 | $2.8M |
| Physician Wealth Solutions Inc. | 1.39% | Reduce -4.3% | 36,654 | $2.8M |
| Provident Wealth Management, LLC | 0.94% | Reduce -3.7% | 35,142 | $2.8M |
| BLB&B Advisors, LLC | 0.14% | Reduce -9.5% | 34,711 | $2.7M |
| Houlihan Financial Resource Group, Ltd. | 1.11% | New | 34,378 | $2.7M |
| Matisse Capital | 1.30% | No change | 33,990 | $2.7M |
| KMG Fiduciary Partners, LLC | 0.23% | Reduce -0.8% | 33,989 | $2.7M |
| Wela Strategies, Inc. | 1.15% | Reduce -20.4% | 33,684 | $2.6M |
| MidAtlantic Capital Management, Inc. | 1.92% | Add +42.4% | 33,482 | $2.6M |
| NBT Bank, N.A. | 0.17% | Reduce -2.4% | 32,860 | $2.6M |
| Naples Global Advisors, LLC | 0.24% | Reduce -14.7% | 32,630 | $2.6M |
| Western Wealth Management, LLC | 0.15% | Add +414.0% | 32,603 | $2.6M |
| Arlington Financial Advisors, LLC | 0.52% | Add +2.7% | 32,208 | $2.5M |
| Adero Partners, LLC | 0.17% | Add +2.8% | 32,094 | $2.5M |
| Valmark Advisers, Inc. | 0.04% | Add +9.1% | 31,952 | $2.5M |
| Advisory Alpha, LLC | 0.09% | Reduce -20.4% | 31,653 | $2.5M |
| Smart Money Group LLC | 0.88% | Add +5.0% | 32,338 | $2.5M |
| Bank of Hawaii | 0.10% | Reduce -4.7% | 30,732 | $2.4M |
| Investments & Financial Planning, LLC | 1.51% | Add +3.9% | 30,516 | $2.4M |
| Westwood Holdings Group Inc. | 0.02% | Add +61.2% | 30,438 | $2.4M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +300.7% | 30,274 | $2.4M |
| First Hawaiian Bank | 0.08% | Add +0.6% | 30,198 | $2.4M |
| PFG Investments, LLC | 0.15% | Add +417.1% | 30,039 | $2.4M |
| Capital Investment Services of America, Inc. | 0.22% | No change | 29,880 | $2.3M |
| Wealth Management Associates, Inc. | 1.02% | Add +3.4% | 29,523 | $2.3M |
| Nabity-Jensen Investment Management Inc | 1.76% | Add +0.3% | 29,291 | $2.3M |
| BancFirst Trust & Investment Management | 0.77% | Reduce -0.2% | 29,119 | $2.3M |
| Prudent Man Advisors, LLC | 0.76% | No change | 28,902 | $2.3M |
| Pathstone Holdings, LLC | 0.01% | Add +9.2% | 28,820 | $2.3M |
| Semmax Financial Advisors Inc. | 0.62% | Add +4.5% | 29,901 | $2.3M |
| Ballentine Partners, LLC | 0.04% | Reduce -5.6% | 28,687 | $2.2M |
| Level Four Advisory Services, LLC | 0.09% | Add +6.7% | 29,099 | $2.2M |
| Werba Rubin Papier Wealth Management | 0.51% | Add +6.5% | 27,476 | $2.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +26.4% | 27,099 | $2.1M |
| Lynx Investment Advisory | 1.52% | Add +27.6% | 26,997 | $2.1M |
| Compass Financial Group, Inc. | 0.98% | Add +0.3% | 26,963 | $2.1M |
| Heritage Investors Management Corp. | 0.07% | Add +101.4% | 26,632 | $2.1M |
| Cahill Wealth Management, LLC | 1.07% | Add +0.2% | 26,403 | $2.1M |
| VestGen Investment Management | 0.58% | Add +1.5% | 26,242 | $2.1M |
| AlphaStar Capital Management, LLC | 0.16% | Add +0.8% | 26,157 | $2.0M |
| Silvia McColl Wealth Management, LLC | 1.53% | Add +13.5% | 26,140 | $2.0M |
| Sheets Smith Wealth Management | 0.25% | Reduce -4.4% | 26,044 | $2.0M |
| Strategic Investment Advisors / MI | 0.22% | Add +2.0% | 26,013 | $2.0M |
| New Hampshire Trust | 0.43% | Add +2.9% | 25,881 | $2.0M |
| Corient Private Wealth LP | 0.00% | Add +19.0% | 25,853 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.17% | Add +13.5% | 25,484 | $2.0M |
| Quadrant Capital Group LLC | 0.13% | Add +15.1% | 24,756 | $1.9M |
| Cary Street Partners Asset Management LLC | 0.26% | Add +25.8% | 24,724 | $1.9M |
| Earned Wealth Advisors, LLC | 0.58% | Add +2.6% | 24,482 | $1.9M |
| Savvy Advisors, Inc. | 0.39% | Add +46.4% | 24,461 | $1.9M |
| Patten Group, Inc. | 0.42% | Add +7.3% | 24,378 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +9.0% | 24,348 | $1.9M |
| Ascent Group, LLC | 0.14% | Reduce -7.9% | 23,925 | $1.9M |
| Smartleaf Asset Management LLC | 0.23% | Add +0.7% | 23,801 | $1.9M |
| Breakwater Capital Group | 0.37% | Reduce -3.9% | 23,653 | $1.9M |
| Ausdal Financial Partners, Inc. | 0.19% | Add +114.7% | 23,509 | $1.8M |
| Life Planning Partners, Inc | 1.64% | Reduce -0.4% | 23,473 | $1.8M |
| Market Street Wealth Management Advisors LLC | 0.30% | Reduce -0.8% | 23,043 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Add +6.1% | 23,016 | $1.8M |
| Meridian Wealth Management, LLC | 0.09% | New | 22,985 | $1.8M |
| Freedom Investment Management, Inc. | 0.14% | Reduce -18.1% | 22,565 | $1.8M |
| United Bank | 0.20% | No change | 22,249 | $1.7M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Add +618.0% | 22,192 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +7.9% | 22,052 | $1.7M |
| Kampmann Melissa S. | 1.21% | Add +0.9% | 21,860 | $1.7M |
| Mengis Capital Management, Inc. | 0.34% | Reduce -1.5% | 21,708 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.56% | Add +4.3% | 21,674 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -6.8% | 21,446 | $1.7M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -1.0% | 21,233 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +6.6% | 21,185 | $1.7M |
| Busey Bank | 0.05% | Reduce -16.3% | 20,892 | $1.6M |
| Blue Barn Wealth, LLC | 0.83% | Reduce -0.9% | 20,516 | $1.6M |
| Platform Technology Partners | 0.51% | Reduce -15.3% | 20,507 | $1.6M |
| HT Partners LLC | 0.57% | Add +10.9% | 20,498 | $1.6M |
| Bourgeon Capital Management LLC | 0.31% | Add +7.3% | 20,486 | $1.6M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -71.6% | 20,339 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.34% | Add +30.8% | 20,060 | $1.6M |
| Wheelhouse Advisory Group LLC | 1.01% | Reduce -8.0% | 20,048 | $1.6M |
| IFP Advisors, Inc | 0.06% | Add +9.3% | 20,000 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Add +41.7% | 19,986 | $1.6M |
| CGN Advisors LLC | 0.16% | Add +8.1% | 19,968 | $1.6M |
| PAX Financial Group, LLC | 0.28% | Reduce -15.7% | 19,912 | $1.6M |
| Plum Street Advisors, LLC | 0.78% | Reduce -4.7% | 19,662 | $1.5M |
| 360 Financial, Inc. | 0.56% | New | 18,102 | $1.5M |
| Tranquilli Financial Advisor LLC | 0.95% | Add +55.0% | 19,307 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.21% | Add +2.2% | 19,229 | $1.5M |
| Williams Jones Wealth Management, LLC. | 0.02% | No change | 19,180 | $1.5M |
| Invenio Wealth Partners LLC | 0.65% | Reduce -4.3% | 19,087 | $1.5M |
| Stephens Consulting, LLC | 0.38% | Add +0.1% | 18,977 | $1.5M |
| Hohimer Wealth Management, LLC | 0.32% | Add +33.3% | 18,746 | $1.5M |
| Partners in Financial Planning | 0.29% | Add +1.1% | 18,544 | $1.5M |
| Apella Capital, LLC | 0.06% | Reduce -13.3% | 18,455 | $1.4M |
| CGC Financial Services, LLC | 0.56% | Add +5.5% | 17,903 | $1.4M |
| Everhart Financial Group, Inc. | 0.31% | Add +53.8% | 17,795 | $1.4M |
| World Investment Advisors | 0.04% | Add +13.8% | 17,452 | $1.4M |
| Mountain Pacific Investment Advisers LLC | 0.09% | Add +14.6% | 17,345 | $1.4M |
| New Potomac Partners, LLC | 0.70% | Add +9.9% | 17,296 | $1.4M |
| FSB Premier Wealth Management, Inc. | 0.55% | Reduce -5.7% | 17,121 | $1.3M |
| Fagan Associates, Inc. | 0.23% | Reduce -0.3% | 17,093 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +1.1% | 17,003 | $1.3M |
| Quantum Private Wealth, LLC | 0.45% | Add +2.5% | 16,812 | $1.3M |
| Rothschild Investment LLC | 0.09% | No change | 16,740 | $1.3M |
| Easterly Investment Partners LLC | 0.10% | No change | 16,692 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Reduce -0.9% | 16,687 | $1.3M |
| Advisory Services Network, LLC | 0.03% | No change | 17,382 | $1.3M |
| FourThought Financial Partners, LLC | 0.15% | No change | 16,545 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Reduce -4.7% | 16,188 | $1.3M |
| JFS Wealth Advisors, LLC | 0.08% | Add +1958.1% | 16,012 | $1.3M |
| Headinvest, LLC | 0.23% | Add +13.7% | 15,970 | $1.3M |
| Cadent Capital Advisors, LLC | 0.43% | Add +0.7% | 15,965 | $1.3M |
| FFG Retirement Advisors LLC | 0.81% | Add +11.8% | 15,957 | $1.3M |
| Independent Financial Group, LLC | 0.05% | Add +19.0% | 15,890 | $1.2M |
| Merriman Wealth Management, LLC | 0.05% | No change | 15,752 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -2.6% | 15,586 | $1.2M |
| Raymond James Trust N.A. | 0.03% | Add +4.0% | 15,468 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | No change | 15,440 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -2.6% | 15,373 | $1.2M |
| Old National Bancorp | 0.03% | Reduce -14.7% | 15,319 | $1.2M |
| Anderson Hoagland & Co. | 0.12% | No change | 15,496 | $1.2M |
| Mycio Wealth Partners, LLC | 0.27% | No change | 14,849 | $1.2M |
| LFA - Lugano Financial Advisors SA | 0.78% | No change | 14,666 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +17.3% | 14,552 | $1.1M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -2.7% | 14,365 | $1.1M |
| Poplar Forest Capital LLC | 0.15% | Add +0.6% | 14,157 | $1.1M |
| Family Wealth Partners, LLC | 0.56% | Reduce -2.0% | 13,891 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -3.9% | 13,747 | $1.1M |
| Websterrogers Financial Advisors, LLC | 0.37% | Add +0.6% | 13,613 | $1.1M |
| Carmichael Hill & Associates, Inc. | 0.39% | Add +22.3% | 13,583 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +11.1% | 13,421 | $1.1M |
| Vista Capital Partners, Inc. | 0.12% | New | 13,247 | $1.0M |
| Drucker Wealth 3.0, LLC | 0.25% | Reduce -12.3% | 13,210 | $1.0M |
| Stokes Capital Advisors, LLC | 0.26% | Reduce -0.7% | 13,084 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +3.4% | 13,084 | $1.0M |
| Trust Co. of Vermont | 0.05% | Add +2.9% | 12,896 | $1.0M |
| Country Club Bank | 0.07% | Reduce -7.3% | 12,827 | $1.0M |
| Level Financial Advisors | 0.38% | Add +69.7% | 12,541 | $983K |
| Pacific Financial Group Inc. | 0.71% | Reduce -6.3% | 12,352 | $968K |
| Courage Miller Partners, LLC | 0.33% | No change | 12,339 | $967K |
| Koshinski Asset Management, Inc. | 0.08% | Add +1.8% | 12,286 | $963K |
| Global Retirement Partners, LLC | 0.03% | Reduce -5.8% | 12,054 | $945K |
| PFG Advisors | 0.06% | Add +157.8% | 12,045 | $944K |
| Motco | 0.09% | Add +8.7% | 12,031 | $943K |
| Mayflower Financial Advisors, LLC | 0.14% | Reduce -10.9% | 11,944 | $936K |
| Thomasville National Bank | 0.07% | No change | 11,915 | $934K |
| Lanark Financial, Inc. | 0.08% | Reduce -1.8% | 11,721 | $918K |
| Ridgewood Investments LLC | 0.45% | Add +3.4% | 11,594 | $909K |
| Integrity Financial Corp | 0.53% | Reduce -2.3% | 11,523 | $903K |
| Becker Capital Management Inc. | 0.03% | Reduce -5.5% | 11,190 | $877K |
| Duncker Streett & Co. Inc. | 0.16% | Reduce -2.5% | 11,165 | $875K |
| Glass Jacobson Investment Advisors llc | 0.29% | Reduce -1.6% | 11,102 | $870K |
| Kovack Advisors, Inc. | 0.09% | Add +24.2% | 11,027 | $864K |
| Golden Road Advisors LLC | 0.67% | Add +23.6% | 10,924 | $856K |
| Brio Consultants, LLC | 0.14% | Reduce -98.4% | 10,895 | $854K |
| Fiduciary Trust Co | 0.01% | No change | 10,863 | $851K |
| Invesco Ltd. | 0.00% | Reduce -3.1% | 10,850 | $850K |
| Security Financial Services, INC. | 0.17% | Reduce -3.5% | 10,845 | $850K |
| Jentner Corp | 0.26% | New | 10,838 | $849K |
| PBMares Wealth Management LLC | 0.18% | Add +0.5% | 10,745 | $842K |
| Elios Financial Group Inc. | 0.39% | — | 10,744 | $842K |
| Outlook Wealth Advisors, LLC | 0.24% | Reduce -45.2% | 10,670 | $836K |
| Ramiah Investment Group | 0.79% | Add +8.6% | 10,665 | $836K |
| Shelter Mutual Insurance Co | 0.20% | No change | 10,900 | $826K |
| Zhang Financial LLC | 0.05% | No change | 10,535 | $826K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -0.9% | 10,475 | $821K |
| Private Portfolio Partners LLC | 0.15% | New | 10,341 | $810K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.5% | 10,332 | $810K |
| Qube Research & Technologies Ltd | 0.00% | New | 10,312 | $808K |
| Caldwell Trust Co | 0.08% | Add +46.6% | 10,260 | $804K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 10,173 | $797K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 9,963 | $781K |
| DHK Financial Advisors, Inc. | 0.48% | New | 9,950 | $780K |
| Cwm, LLC | 0.00% | Add +10.2% | 9,943 | $779K |
| Ashton Thomas Securities, LLC | 0.15% | Add +2.8% | 9,844 | $771K |
| Park Avenue Securities LLC | 0.01% | Add +56.5% | 9,736 | $763K |
| Abacus Wealth Partners, LLC | 0.11% | Add +1.2% | 9,631 | $755K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +26.0% | 9,573 | $750K |
| Latko Wealth Management, Ltd. | 0.45% | — | 9,576 | $750K |
| UMB Bank, n.a. | 0.01% | Reduce -12.3% | 9,523 | $746K |
| Asset Allocation Strategies LLC | 0.21% | New | 9,494 | $744K |
| Nisa Investment Advisors, LLC | 0.00% | Add +2.7% | 9,280 | $727K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -22.0% | 9,251 | $725K |
| Maiden Cove Capital, LLC | 1.13% | Reduce -21.1% | 9,215 | $722K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.2% | 9,203 | $721K |
| Kingswood Wealth Advisors, LLC | 0.05% | New | 9,163 | $718K |
| Chris Bulman Inc | 0.49% | New | 9,140 | $716K |
| Uptick Partners, LLC | 0.30% | New | 9,099 | $713K |
| Creative Financial Designs Inc. | 0.06% | Reduce -94.4% | 8,849 | $693K |
| Powers Advisory Group, LLC | 0.34% | Reduce -0.3% | 8,806 | $690K |
| Dakota Wealth Management | 0.02% | Reduce -5.2% | 8,805 | $690K |
| Hilltop Holdings Inc. | 0.04% | New | 8,791 | $689K |
| Bremer Bank National Association | 0.13% | No change | 8,790 | $689K |
| Frank, Rimerman Advisors LLC | 0.05% | No change | 8,783 | $688K |
| Integrity Wealth Solutions LLC | 0.40% | Add +6.8% | 8,752 | $686K |
| New Century Financial Group, LLC | 0.25% | Add +9.1% | 8,747 | $685K |
| TSA Wealth Managment LLC | 0.27% | Add +1.7% | 8,693 | $681K |
| Leavell Investment Management, Inc. | 0.03% | Add +156.7% | 8,622 | $676K |
| Hoxton Planning & Management, LLC | 0.26% | New | 8,573 | $672K |
| Legacy Trust | 0.15% | Reduce -18.7% | 8,530 | $668K |
| DBK Financial Counsel, LLC | 0.67% | Add +1.7% | 8,488 | $665K |
| Nilsine Partners, LLC | 0.09% | Reduce -25.5% | 8,468 | $664K |
| Zuckerman Investment Group, LLC | 0.07% | Add +9.4% | 8,466 | $663K |
| CWA Asset Management Group, LLC | 0.04% | — | 8,430 | $661K |
| Verdence Capital Advisors LLC | 0.05% | Add +8.4% | 8,266 | $648K |
| Welch & Forbes LLC | 0.01% | Add +0.6% | 8,265 | $648K |
| First County Bank | 0.32% | Reduce -25.2% | 8,207 | $643K |
| Peninsula Wealth, LLC | 0.11% | No change | 8,286 | $640K |
| Sonata Capital Group Inc. | 0.27% | New | 8,071 | $633K |
| Petix & Botte Co | 0.17% | Reduce -3.5% | 7,998 | $627K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -11.1% | 7,974 | $625K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.8% | 7,966 | $624K |
| Marcum Wealth, LLC | 0.06% | Reduce -5.7% | 7,942 | $622K |
| Exchange Traded Concepts, LLC | 0.01% | New | 7,881 | $618K |
| Triton Financial Group Inc | 0.39% | Reduce -2.7% | 7,793 | $611K |
| Argonautica Private Wealth Management, Inc. | 0.20% | Add +3.8% | 7,781 | $610K |
| Alera Investment Advisors, LLC | 0.07% | Reduce -0.4% | 7,726 | $605K |
| Long Island Wealth Management, Inc. | 0.40% | Add +0.6% | 7,707 | $604K |
| One Wealth Advisors, LLC | 0.09% | New | 7,688 | $603K |
| Signal Advisors Wealth, LLC | 0.09% | New | 7,616 | $597K |
| Boyd Wealth Management, LLC | 0.30% | Add +4.1% | 7,565 | $593K |
| Northwest Wealth Management, LLC | 0.14% | Add +1.0% | 7,536 | $591K |
| KPP Advisory Services LLC | 0.14% | Reduce -32.7% | 7,521 | $589K |
| Duncan Williams Asset Management, LLC | 0.32% | New | 7,425 | $582K |
| IHT Wealth Management, LLC | 0.02% | Add +35.1% | 7,329 | $574K |
| Traction Financial Partners, LLC | 0.45% | Reduce -2.0% | 7,263 | $569K |
| National Bank of Canada | 0.00% | Reduce -13.9% | 7,185 | $563K |
| Evanson Asset Management, LLC | 0.04% | Reduce -0.5% | 7,103 | $557K |
| RFG Advisory, LLC | 0.02% | Reduce -43.9% | 7,089 | $556K |
| Prio Wealth Limited Partnership | 0.02% | No change | 7,077 | $555K |
| Estate Counselors, LLC | 0.06% | No change | 7,025 | $551K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.09% | No change | 6,970 | $546K |
| FSA Advisors, Inc. | 0.54% | Reduce -7.0% | 6,987 | $546K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.3% | 6,962 | $546K |
| First Citizens Financial Corp | 0.28% | Add +1.7% | 6,854 | $537K |
| Southland Equity Partners LLC | 0.13% | Reduce -1.6% | 6,853 | $537K |
| Summit Wealth & Retirement Planning, Inc. | 0.17% | Reduce -35.1% | 6,763 | $530K |
| Wesbanco Bank Inc. | 0.02% | Add +3.2% | 6,713 | $526K |
| Stockman Wealth Management, Inc. | 0.08% | Add +0.6% | 6,670 | $523K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +0.8% | 6,601 | $517K |
| Barrett & Company, Inc. | 0.22% | Add +2.4% | 6,581 | $516K |
| Kraft Asset Management, LLC | 0.40% | No change | 6,561 | $514K |
| Allen Investment Management, LLC | 0.01% | No change | 6,549 | $513K |
| Bank of New Hampshire | 0.13% | Add +6.5% | 6,392 | $501K |
| Gateway Wealth Partners, LLC | 0.14% | New | 6,273 | $492K |
| Kanawha Capital Management LLC | 0.04% | Add +50.3% | 6,251 | $490K |
| Alamar Capital Management, LLC | 0.27% | No change | 6,205 | $486K |
| Orleans Capital Management Corp. | 0.28% | New | 6,195 | $486K |
| LifePlan Investment Advisors, Inc. | 0.31% | Add +23.8% | 6,185 | $485K |
| Global Financial Private Client, LLC | 0.19% | No change | 6,176 | $484K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -32.7% | 6,116 | $479K |
| Greenwich Wealth Management LLC | 0.03% | Add +10.9% | 6,115 | $479K |
| Northstar Group, Inc. | 0.09% | Reduce -13.7% | 6,090 | $477K |
| Wealthgarden F.S. LLC | 0.46% | Add +8.8% | 5,970 | $468K |
| NewEdge Wealth, LLC | 0.01% | New | 5,953 | $467K |
| Absolute Capital Management, LLC | 0.28% | Add +10.0% | 5,949 | $466K |
| McAdam, LLC | 0.03% | Add +11.9% | 5,911 | $463K |
| Choreo, LLC | 0.01% | Reduce -5.2% | 5,894 | $463K |
| Radnor Capital Management, LLC | 0.07% | New | 5,912 | $463K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 5,900 | $462K |
| Ancora Advisors LLC | 0.01% | Add +0.7% | 5,892 | $462K |
| WealthCare Investment Partners, LLC | 0.20% | Add +27.7% | 5,955 | $459K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +1.6% | 5,839 | $458K |
| LongView Wealth Management | 0.15% | Reduce -2.1% | 5,830 | $457K |
| Summit Wealth Group, LLC | 0.13% | Reduce -5.3% | 5,824 | $456K |
| Trustmark Bank Trust Department | 0.03% | Add +75.8% | 5,800 | $455K |
| Parallel Advisors, LLC | 0.01% | Add +5.4% | 5,787 | $454K |
| Compound Planning, Inc. | 0.03% | Add +40.3% | 5,786 | $453K |
| Kelly Financial Services LLC | 0.17% | No change | 5,742 | $450K |
| HHM Wealth Advisors, LLC | 0.06% | Add +10.2% | 5,627 | $441K |
| Lion Street Advisors, LLC | 0.15% | Add +20.2% | 5,608 | $439K |
| SilverOak Wealth Management LLC | 0.10% | Add +3.5% | 5,582 | $437K |
| Compass Advisory Group LLC | 0.17% | Add +1.0% | 5,552 | $435K |
| Chapin Davis, Inc. | 0.14% | No change | 5,527 | $433K |
| Breakwater Investment Management | 0.18% | New | 5,485 | $430K |
| Citizens Financial Group Inc. | 0.01% | Add +0.4% | 5,478 | $429K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 5,567 | $429K |
| Private Management Group Inc. | 0.01% | No change | 5,449 | $427K |
| 9258 Wealth Management, LLC | 0.06% | Reduce -10.5% | 5,426 | $425K |
| Bruce G. Allen Investments, LLC | 0.33% | Add +0.9% | 5,382 | $422K |
| Savant Capital, LLC | 0.00% | Add +52.4% | 5,347 | $419K |
| Indiana Trust & Investment Management Co | 0.14% | New | 5,300 | $415K |
| Dearborn Partners LLC | 0.02% | Add +1.3% | 5,245 | $411K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +7.6% | 4,877 | $408K |
| Bogart Wealth, LLC | 0.02% | Reduce -0.8% | 5,117 | $401K |
| Andrews, Lucia Wealth Management LLC | 0.28% | Add +0.1% | 5,346 | $400K |
| Opal Wealth Advisors, LLC | 0.12% | Reduce -0.2% | 5,025 | $394K |
| Brookmont Capital Management | 0.20% | Add +1.6% | 5,000 | $392K |
| Forthright Family Wealth Advisory LLC | 0.25% | Reduce -90.7% | 5,101 | $391K |
| GFG Capital, LLC | 0.16% | Reduce -34.3% | 4,615 | $387K |
| Redwood Investment Management, LLC | 0.03% | Add +3.1% | 4,912 | $385K |
| WNY Asset Management, LLC | 0.04% | Add +63.3% | 4,896 | $384K |
| Flagstar Securities, Inc. | 0.10% | Reduce -6.8% | 4,883 | $383K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -7.2% | 4,846 | $380K |
| Guidance Capital, Inc. | 0.12% | Add +19.5% | 4,919 | $379K |
| Successful Portfolios LLC | 0.25% | Add +4.3% | 4,788 | $375K |
| Montz Harcus Wealth Management LLC | 0.22% | Add +9.7% | 4,751 | $372K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +37.5% | 4,746 | $372K |
| Etesian Wealth Advisors, Inc. | 0.17% | New | 4,698 | $368K |
| JT Stratford LLC | 0.06% | Reduce -71.3% | 4,683 | $367K |
| Prosperity Consulting Group, LLC | 0.03% | Reduce -2.7% | 4,621 | $362K |
| MADDEN SECURITIES Corp | 0.15% | No change | 4,587 | $359K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.17% | Reduce -4.0% | 4,570 | $358K |
| Crescent Sterling, Ltd. | 0.34% | No change | 4,528 | $355K |
| Forum Private Client Group LLC | 0.16% | Add +0.2% | 4,515 | $354K |
| Maia Wealth LLC | 0.09% | Reduce -0.8% | 4,631 | $354K |
| EnRich Financial Partners LLC | 0.12% | Add +0.5% | 4,502 | $353K |
| Olde Wealth Management, LLC | 0.13% | Add +0.4% | 4,489 | $351K |
| Franklin Resources Inc. | 0.00% | No change | 4,556 | $350K |
| Synergy Asset Management, LLC | 0.05% | Reduce -71.0% | 4,466 | $350K |
| Center For Asset Management LLC | 0.21% | Add +3.3% | 4,452 | $349K |
| Swisher Financial Concepts, Inc. | 0.22% | Reduce -0.9% | 4,439 | $346K |
| Vance Wealth, LLC | 0.13% | Add +8.2% | 4,398 | $345K |
| Lebenthal Global Advisors, LLC | 0.07% | Add +5.0% | 4,370 | $342K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +3.4% | 4,366 | $342K |
| Gibson Capital, LLC | 0.07% | New | 4,360 | $342K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -15.4% | 4,343 | $340K |
| Barnes Pettey Financial Advisors, LLC | 0.27% | New | 4,340 | $340K |
| Trilogy Capital Inc. | 0.02% | Add +0.1% | 4,335 | $340K |
| Arbor Wealth Advisors LLC | 0.31% | Add +8.8% | 4,321 | $339K |
| EWG Elevate Inc. | 0.14% | Add +2.6% | 4,302 | $337K |
| Diversify Advisory Services, LLC | 0.02% | Add +59.0% | 4,296 | $328K |
| Godshalk Welsh Capital Management, Inc. | 0.21% | Add +5.3% | 4,187 | $328K |
| Anchor Investment Management, LLC | 0.03% | Reduce -34.2% | 4,163 | $326K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.0% | 4,153 | $326K |
| Panoramic Investment Advisors, LLC | 0.22% | — | 4,100 | $321K |
| Smith, Moore & Co. | 0.03% | Reduce -2.4% | 4,093 | $321K |
| Apexium Financial, LP | 0.02% | Reduce -21.7% | 4,076 | $319K |
| Caitlin John, LLC | 0.20% | Reduce -0.7% | 4,214 | $317K |
| Householder Group Estate & Retirement Specialist, LLC | 0.09% | Add +0.3% | 4,042 | $316K |
| Liberty Wealth Management LLC | 0.05% | Add +4.5% | 4,006 | $314K |
| LaFleur & Godfrey LLC | 0.04% | Add +7.0% | 3,965 | $311K |
| Financial Life Advisors | 0.12% | No change | 3,959 | $310K |
| First Personal Financial Services | 0.07% | No change | 3,951 | $310K |
| Sunbelt Securities, Inc. | 0.03% | Add +0.7% | 3,925 | $308K |
| Cypress Wealth Services, LLC | 0.06% | No change | 3,878 | $304K |
| Richardson Financial Services Inc. | 0.19% | Add +106.9% | 3,931 | $301K |
| Bath Savings Trust Co | 0.03% | Reduce -14.4% | 3,834 | $300K |
| Balefire, LLC | 0.10% | Add +19.8% | 3,818 | $299K |
| Fulton Breakefield Broenniman LLC | 0.02% | Reduce -18.4% | 3,810 | $299K |
| Sand Hill Global Advisors, LLC | 0.01% | Add +26.1% | 3,806 | $298K |
| StrongBox Wealth, LLC | 0.13% | Add +0.0% | 3,789 | $297K |
| Rf&l Wealth Management, LLC | 0.21% | Reduce -6.3% | 3,725 | $292K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +31.5% | 3,685 | $289K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.11% | No change | 3,680 | $288K |
| J. W. Coons Advisors, LLC | 0.05% | No change | 3,671 | $288K |
| Center for Financial Planning, Inc. | 0.04% | No change | 3,650 | $286K |
| Jacobi Capital Management LLC | 0.02% | Reduce -3.8% | 3,609 | $283K |
| Martel Wealth Advisors LLC | 0.06% | Add +9.2% | 3,649 | $282K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -17.1% | 3,567 | $280K |
| Assetmark, Inc. | 0.00% | Reduce -3.6% | 3,564 | $279K |
| Elevation Capital Advisory, LLC | 0.12% | New | 3,555 | $279K |
| Lwmg, LLC | 0.05% | Add +0.5% | 3,555 | $279K |
| SpiderRock Advisors, LLC | 0.01% | No change | 3,541 | $278K |
| Twin City Private Wealth, LLC | 0.24% | Add +106.8% | 3,528 | $276K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -11.8% | 3,526 | $276K |
| Citadel Advisors | 0.00% | New | 3,519 | $276K |
| TAGStone Capital, Inc. | 0.14% | Add +1.2% | 3,497 | $274K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 3,472 | $272K |
| S.A. Mason LLC | 0.14% | No change | 3,471 | $272K |
| Wealthspire Advisors, LLC | 0.00% | No change | 3,465 | $272K |
| Loudon Investment Management, LLC | 0.15% | Add +29.1% | 3,454 | $271K |
| Parsons Capital Management Inc. | 0.02% | Reduce -10.2% | 3,437 | $269K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +1.5% | 3,414 | $268K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -13.7% | 3,396 | $266K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 3,367 | $264K |
| Stratos Wealth Advisors, LLC | 0.01% | New | 3,329 | $261K |
| Professional Financial Advisors, LLC | 0.07% | Add +1.0% | 3,328 | $261K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 3,328 | $261K |
| Walker Asset Management, LLC | 0.16% | Reduce -3.6% | 3,321 | $260K |
| Sterling Wealth Management, Inc. | 0.10% | Reduce -16.9% | 3,294 | $258K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -17.1% | 3,283 | $257K |
| OMNI 360 Wealth, Inc. | 0.18% | Reduce -18.3% | 3,276 | $257K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 3,276 | $257K |
| HTLF Bank | 0.03% | No change | 3,271 | $256K |
| Redhawk Wealth Advisors, Inc. | 0.04% | New | 3,265 | $256K |
| F/m Investments LLC | 0.01% | No change | 3,250 | $255K |
| United Community Bank | 0.10% | Add +27.4% | 3,249 | $255K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -15.0% | 3,244 | $254K |
| Latitude Advisors, LLC | 0.14% | Add +0.0% | 3,234 | $253K |
| WoodTrust Financial Corp | 0.04% | New | 3,215 | $252K |
| Investment Advisory Group, LLC | 0.09% | Add +6.4% | 3,194 | $250K |
| Shepherd Kaplan Krochuk, LLC | 0.19% | New | 3,193 | $250K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.7% | 3,177 | $249K |
| Moors & Cabot, Inc. | 0.01% | Reduce -4.0% | 3,174 | $249K |
| Benjamin Edwards Inc. | 0.00% | Add +58.1% | 3,147 | $247K |
| Private Trust Co. NA | 0.02% | Add +21.9% | 3,131 | $245K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.9% | 3,121 | $245K |
| Essex Bank | 0.06% | Add +13.0% | 3,121 | $245K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.9% | 3,076 | $241K |
| Fermata Advisors, LLC | 0.05% | Reduce -10.2% | 3,033 | $238K |
| Woodward Diversified Capital, LLC | 0.15% | New | 3,016 | $236K |
| Addison Capital Co | 0.10% | No change | 3,004 | $235K |
| Cresset Asset Management, LLC | 0.00% | New | 2,980 | $234K |
| MKT Advisors LLC | 0.11% | No change | 2,961 | $232K |
| Dopkins Wealth Management, LLC | 0.19% | New | 2,955 | $232K |
| Bedel Financial Consulting, Inc. | 0.03% | Add +0.9% | 2,947 | $231K |
| Brightwater Advisory LLC | 0.17% | Add +0.9% | 2,940 | $230K |
| TFB Advisors LLC | 0.07% | Add +7.1% | 2,924 | $229K |
| Money Concepts Capital Corp. | 0.02% | Add +1.8% | 2,910 | $228K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -6.8% | 2,910 | $228K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -2.9% | 2,885 | $226K |
| Moseley Investment Management Inc. | 0.09% | Reduce -2.1% | 2,880 | $226K |
| Archer Investment Corp | 0.06% | Reduce -27.2% | 2,846 | $223K |
| Symphony Financial, Ltd. Co. | 0.04% | No change | 2,831 | $222K |
| HF Advisory Group, LLC | 0.10% | Add +2.5% | 2,819 | $221K |
| Transcendent Capital Group LLC | 0.11% | No change | 2,810 | $220K |
| Blume Capital Management, Inc. | 0.05% | Add +16.7% | 2,800 | $219K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -3.8% | 2,785 | $218K |
| Commerce Bank | 0.00% | Add +0.1% | 2,771 | $217K |
| WBH Advisory Inc. | 0.02% | Add +2.1% | 2,767 | $217K |
| Meridian Investment Counsel Inc. | 0.07% | No change | 2,758 | $216K |
| Capital Investment Counsel, LLC | 0.04% | Reduce -68.7% | 2,718 | $213K |
| Csenge Advisory Group | 0.01% | New | 2,760 | $212K |
| Edgestream Partners, L.P. | 0.01% | New | 2,700 | $212K |
| Talon Private Wealth, LLC | 0.04% | — | 2,698 | $211K |
| Summit Wealth Partners, LLC | 0.04% | New | 2,683 | $210K |
| Hall Laurie J Trustee | 0.07% | No change | 2,675 | $210K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 2,679 | $210K |
| Dimension Capital Management LLC | 0.04% | New | 2,668 | $209K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,668 | $209K |
| Robinswood Financial LLC | 0.08% | No change | 2,655 | $208K |
| Colonial Trust Co / SC | 0.03% | Add +14.9% | 2,636 | $207K |
| Elevate Wealth Advisory, Inc. | 0.15% | New | 2,621 | $205K |
| United Advisor Group, LLC | 0.05% | New | 2,621 | $205K |
| Thrive Capital Management, LLC | 0.10% | New | 2,606 | $204K |
| Fisher Asset Management | 0.00% | New | 2,605 | $204K |
| Family Firm, Inc. | 0.04% | Add +0.9% | 2,594 | $203K |
| AdvisorNet Financial, Inc | 0.01% | Add +67.2% | 2,429 | $190K |
| Principal Securities, Inc. | 0.00% | Add +55.0% | 2,413 | $189K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,307 | $181K |
| Oarsman Capital, Inc. | 0.03% | New | 2,268 | $178K |
| Salem Investment Counselors Inc. | 0.01% | No change | 2,264 | $177K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.6% | 2,192 | $172K |
| Raleigh Capital Management Inc. | 0.06% | Add +2.4% | 2,122 | $166K |
| Kennebec Savings Bank | 0.16% | — | 2,074 | $163K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +3.7% | 2,017 | $158K |
| Guardian Wealth Management, Inc. | 0.11% | Reduce -7.5% | 1,987 | $156K |
| West Paces Advisors Inc. | 0.04% | No change | 1,896 | $149K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +4.1% | 1,665 | $130K |
| Atlas Capital Advisors Inc. | 0.02% | Reduce -1.3% | 1,623 | $127K |
| Legacy Investment Solutions, LLC | 0.07% | — | 1,585 | $119K |
| Legacy Wealth Managment, LLC | 0.07% | — | 1,585 | $119K |
| Strategic Investment Solutions, Inc. | 0.04% | New | 1,521 | $119K |
| Sandy Spring Bank | 0.00% | No change | 1,335 | $105K |
| REAP Financial Group, LLC | 0.03% | Reduce -5.3% | 1,322 | $104K |
| Bull Oak Capital, LLC | 0.06% | New | 1,308 | $103K |
| Bristlecone Advisors, LLC | 0.01% | New | 1,307 | $102K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -2.0% | 1,212 | $95K |
| Abound Wealth Management | 0.03% | Add +0.9% | 1,069 | $84K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -0.9% | 1,032 | $81K |
| Sugarloaf Wealth Management, LLC | 0.01% | Add +35.3% | 1,031 | $81K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 1,023 | $80K |
| Kings Path Partners LLC | 0.03% | Reduce -17.7% | 1,016 | $80K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Add +0.7% | 861 | $68K |
| McClarren Financial Advisors, Inc. | 0.01% | New | 156 | $67K |
| Bell Investment Advisors, Inc | 0.01% | No change | 782 | $61K |
| LGT Financial Advisors LLC | 0.15% | Reduce -57.9% | 771 | $60K |
| Coppell Advisory Solutions LLC | 0.01% | Add +301.1% | 718 | $56K |
| GeoWealth Management, LLC | 0.00% | Add +5654.6% | 633 | $50K |
| SouthState Bank Corp | 0.00% | No change | 630 | $49K |
| Grey Ledge Advisors, LLC | 0.01% | Reduce -82.5% | 628 | $49K |
| American National Bank & Trust | 0.01% | No change | 615 | $48K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +504.0% | 610 | $48K |
| North Star Investment Management Corp. | 0.00% | Reduce -56.9% | 599 | $47K |
| Founders Financial Alliance, LLC | 0.01% | Add +15.0% | 575 | $45K |
| Pacifica Partners Inc. | 0.02% | No change | 554 | $43K |
| Howe & Rusling Inc. | 0.00% | Add +0.2% | 551 | $43K |
| First Command Advisory Services, Inc. | 0.00% | New | 540 | $42K |
| Prestige Wealth Management Group LLC | 0.01% | Reduce -63.9% | 531 | $42K |
| Private Capital Management LLC | 0.01% | No change | 520 | $41K |
| Financial Connections Group, Inc. | 0.02% | Add +1.0% | 516 | $40K |
| Cape Investment Advisory, Inc. | 0.02% | Add +23.7% | 506 | $40K |
| Laurel Wealth Advisors LLC | 0.01% | Add +1.0% | 501 | $39K |
| FWL Investment Management, LLC | 0.01% | New | 497 | $39K |
| Asset Dedication, LLC | 0.00% | Reduce -65.2% | 484 | $38K |
| Birchbrook, Inc. | 0.02% | Reduce -20.7% | 437 | $34K |
| Pittenger & Anderson Inc. | 0.00% | Add +9.3% | 410 | $32K |
| Coastline Trust Co | 0.00% | New | 405 | $32K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 400 | $31K |
| Avion Wealth | 0.01% | Add +878.0% | 401 | $31K |
| Bangor Savings Bank | 0.00% | Add +16.6% | 387 | $30K |
| Blue Trust, Inc. | 0.00% | Add +88.7% | 402 | $30K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.8% | 377 | $30K |
| Front Row Advisors LLC | 0.01% | Reduce -48.7% | 375 | $29K |
| Tucker Asset Management LLC | 0.01% | Add +12.0% | 373 | $29K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 346 | $27K |
| AlphaMark Advisors, LLC | 0.01% | Add +1.7% | 300 | $24K |
| First Financial Corp. | 0.01% | No change | 305 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.4% | 268 | $21K |
| Financial Freedom, LLC | 0.01% | No change | 265 | $21K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 262 | $21K |
| Claris Advisors, LLC / Mo / | 0.01% | New | 254 | $20K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +0.5% | 219 | $18K |
| Beacon Capital Management, LLC | 0.00% | Reduce -85.0% | 222 | $17K |
| Eukles Asset Management | 0.01% | No change | 216 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Reduce -30.6% | 200 | $16K |
| Colony Family Offices, LLC | 0.00% | New | 200 | $16K |
| Tradewinds Capital Management, LLC | 0.00% | New | 180 | $14K |
| CVA Family Office, LLC | 0.00% | Reduce -4.3% | 180 | $14K |
| Montag A & Associates Inc. | 0.00% | New | 178 | $14K |
| Family Asset Management, LLC | 0.01% | No change | 177 | $14K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 176 | $14K |
| Valley National Advisers Inc. | 0.00% | No change | 155 | $12K |
| Painted Porch Advisors LLC | 0.01% | Add +31.1% | 135 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.8% | 134 | $10K |
| Macroview Investment Management LLC | 0.01% | No change | 133 | $10K |
| WealthShield Partners, LLC | 0.00% | No change | 126 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 117 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | New | 115 | $9K |
| Hanson & Doremus Investment Management | 0.00% | Add +0.8% | 120 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 110 | $9K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | No change | 106 | $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 |
| Investors Research Corp | 0.00% | No change | 84 | $7K |
| Venturi Wealth Management, LLC | 0.00% | No change | 78 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -10.5% | 77 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 75 | $6K |
| Concord Wealth Partners | 0.00% | No change | 74 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | — | 72 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 66 | $5K |
| NorthRock Partners, LLC | 0.00% | Reduce -92.0% | 66 | $5K |
| Lindbrook Capital, LLC | 0.00% | New | 63 | $5K |
| Rakuten Securities, Inc. | 0.00% | Reduce -24.7% | 61 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 60 | $5K |
| FinTrust Capital Advisors, LLC | 0.00% | Reduce -84.5% | 59 | $5K |
| FSA Wealth Management LLC | 0.00% | — | 59 | $5K |
| IAG Wealth Partners, LLC | 0.00% | No change | 53 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Hobbs Group Advisors, LLC | 0.00% | No change | 50 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 42 | $3K |
| Pin Oak Investment Advisors Inc. | 0.00% | New | 36 | $2K |
| Covestor Ltd | 0.00% | Add +25.0% | 20 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 24 | $2K |
| Key Financial Inc | 0.00% | No change | 24 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | New | 23 | $2K |
| BlackRock, Inc. | 0.00% | — | 14 | $1K |
| VitalStone Financial, LLC | 0.00% | No change | 6 | $470 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $470 |
| BNP Paribas Financial Markets | 0.00% | Reduce -99.6% | 4 | $313 |
| Islay Capital Management, LLC | 0.00% | New | 3 | $235 |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.