Vanguard Intermediate-Term BBIVETF
13F holders, Q4 2024 (December 31)933holders +77
59new positions
43sold out
3famous investors
$74.43avg. 13F price*
At the end of Q4 2024, 933 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 77 from Q3 2024. 59 opened new positions and 43 sold out. The largest holders were Envestnet Asset Management Inc. ($1.3B), Wells Fargo & Company ($915.9M) and Northwestern Mutual Wealth Management Co. ($620.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 59 | $116.1M |
| Exits | 43 | $57.6M |
All 13F filers, Q3 2024 → Q4 2024: 19,421,497 shares bought and 4,533,289 shares sold, net +14,888,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 933 holders
| Envestnet Asset Management Inc. | 0.40% | Reduce -0.3% | 16,853,798 | $1.3B |
| Wells Fargo & Company | 0.22% | Add +58.5% | 12,256,214 | $915.9M |
| Northwestern Mutual Wealth Management Co. | 0.52% | Add +7.1% | 8,304,286 | $620.6M |
| Goldman Sachs Group Inc. | 0.11% | Add +4.8% | 7,731,180 | $577.8M |
| Bank of America Corp. | 0.04% | Add +1.1% | 6,275,941 | $469.0M |
| Morgan Stanley | 0.03% | Add +3.1% | 6,054,031 | $452.4M |
| EP Wealth Advisors, LLC | 2.79% | Add +50.6% | 4,575,308 | $341.9M |
| LPL Financial LLC | 0.14% | Add +17.3% | 4,536,942 | $339.0M |
| True Link Financial Advisors, LLC | 24.79% | Add +6.6% | 3,952,928 | $295.4M |
| Ameriprise Financial Inc. | 0.07% | Add +3.8% | 3,785,314 | $283.0M |
| Baird Financial Group, Inc. | 0.46% | Add +5.5% | 3,201,780 | $239.3M |
| Mather Group, Llc. | 2.82% | Add +7.2% | 2,909,578 | $217.4M |
| United Capital Financial Advisors, LLC | 1.68% | Add +2.5% | 2,666,492 | $199.3M |
| Envestnet Portfolio Solutions, Inc. | 0.55% | Add +4.0% | 2,240,007 | $167.4M |
| Tiaa Trust, National Association | 0.49% | Add +13.8% | 2,162,753 | $161.6M |
| Lincoln National Corp. | 4.79% | Add +6.3% | 1,994,238 | $149.0M |
| Osaic Holdings, Inc. | 0.33% | Add +55.9% | 2,596,169 | $144.8M |
| Royal Bank of Canada | 0.03% | Add +4.6% | 1,796,465 | $134.3M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +6.1% | 1,708,551 | $127.7M |
| FMR LLC | 0.01% | Reduce -9.1% | 1,690,417 | $126.3M |
| Mariner, LLC | 0.20% | Add +2.1% | 1,571,454 | $117.4M |
| Jones Financial Companies LLLP | 0.11% | Add +8.1% | 1,508,819 | $112.8M |
| Retirement Investment Advisors, Inc. | 11.34% | Add +4.6% | 1,438,817 | $107.5M |
| Diana Davis Spencer Foundation | 37.60% | No change | 1,426,000 | $106.6M |
| Raymond James Financial Inc. | 0.04% | — | 1,396,996 | $104.4M |
| Bank of New York Mellon Corp | 0.02% | Add +4.0% | 1,319,966 | $98.6M |
| Efficient Advisors, LLC | 6.16% | Add +5.6% | 1,280,746 | $95.7M |
| Comerica Bank | 0.37% | Add +9.8% | 1,229,131 | $91.9M |
| UBS Group AG | 0.02% | Reduce -6.0% | 1,159,173 | $86.6M |
| Cetera Investment Advisers | 0.16% | Add +4.0% | 1,015,368 | $75.9M |
| Peapack Gladstone Financial Corp. | 1.03% | Add +14.1% | 946,443 | $70.7M |
| American Trust | 5.27% | Reduce -7.2% | 926,492 | $69.2M |
| US Bancorp \de | 0.09% | Reduce -0.6% | 917,526 | $68.6M |
| Truist Financial Corp. | 0.11% | Add +3.4% | 914,204 | $68.3M |
| Commonwealth Equity Services, LLC | 0.10% | Add +1.4% | 909,750 | $68.0M |
| BCM Advisors, LLC | 15.15% | Add +13.7% | 899,033 | $67.8M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -0.3% | 852,848 | $63.7M |
| Beacon Capital Management, Inc. | 2.69% | Add +49.0% | 831,571 | $62.1M |
| Wit, LLC | 1.72% | Add +99889.3% | 710,924 | $53.8M |
| Cerity Partners LLC | 0.12% | Add +21.3% | 716,746 | $53.6M |
| Bank of Montreal | 0.03% | Add +13.1% | 710,749 | $53.1M |
| Reliant Wealth Planning | 23.06% | Add +4.2% | 657,918 | $49.2M |
| Sage Financial Management Group, Inc. | 17.70% | Add +14.3% | 639,562 | $47.8M |
| Cranbrook Wealth Management, LLC | 11.01% | Add +4.9% | 635,495 | $47.5M |
| Vanguard Group Inc. | 0.00% | Add +28.8% | 632,341 | $47.3M |
| MML Investors Services, LLC | 0.15% | Add +4.0% | 576,976 | $43.1M |
| Mfa Wealth Advisors, LLC | 10.49% | Add +17.6% | 548,621 | $41.0M |
| Cary Street Partners Financial LLC | 1.29% | — | 572,569 | $39.9M |
| Badgley Phelps Wealth Managers, LLC | 0.93% | Add +2.4% | 532,837 | $39.8M |
| Francis Financial, Inc. | 10.02% | Add +6.4% | 527,836 | $39.4M |
| Verus Financial Partners, Inc. | 4.41% | Add +1.1% | 530,891 | $39.2M |
| Discipline Wealth Solutions, LLC | 17.42% | Add +9.3% | 503,304 | $37.6M |
| Modera Wealth Management, LLC | 0.44% | Reduce -0.3% | 488,982 | $36.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.76% | Add +1.6% | 482,687 | $36.1M |
| Brighton Securities Corp. | 17.24% | — | 474,564 | $35.5M |
| Willow Creek Wealth Management Inc. | 3.60% | Add +7.3% | 472,548 | $35.3M |
| PNC Financial Services Group, Inc. | 0.02% | Add +1.7% | 463,502 | $34.6M |
| Cornerstone Planning Group LLC | 8.46% | Add +134.6% | 458,093 | $34.5M |
| Janney Montgomery Scott LLC | 0.10% | Add +4.6% | 460,272 | $34.4M |
| Farther Finance Advisors, LLC | 1.24% | Add +13.1% | 458,716 | $34.3M |
| HighTower Advisors, LLC | 0.05% | Add +5.2% | 440,844 | $32.9M |
| Cannon Financial Strategists, Inc. | 5.49% | Add +6.9% | 428,778 | $32.0M |
| Seneschal Advisors, LLC | 26.77% | — | 428,377 | $32.0M |
| Financial Engines Advisors L.L.C. | 0.07% | Add +68.8% | 427,277 | $31.9M |
| Moisand Fitzgerald Tamayo, LLC | 4.46% | Add +4.9% | 421,682 | $31.5M |
| Stifel Financial Corp. | 0.03% | Add +1.4% | 420,853 | $31.5M |
| Burt Wealth Advisors | 7.86% | Add +8.9% | 414,267 | $31.0M |
| Carolinas Wealth Consulting LLC | 5.95% | Reduce -0.4% | 405,187 | $30.3M |
| Financial Counselors Inc. | 0.44% | Add +60.8% | 402,647 | $30.1M |
| Cooper Financial Group | 3.60% | Add +10.2% | 400,349 | $29.9M |
| BetterWealth, LLC | 8.17% | New | 396,971 | $29.7M |
| Atria Wealth Solutions, Inc. | 0.32% | Add +12.4% | 395,106 | $29.5M |
| Avior Wealth Management, LLC | 1.08% | Add +4.7% | 394,938 | $29.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.6% | 379,627 | $28.4M |
| Rosenberg Matthew Hamilton | 7.36% | Add +3.6% | 378,967 | $28.3M |
| Wealthfront Advisers LLC | 0.08% | Add +116.3% | 378,178 | $28.3M |
| Private Advisor Group, LLC | 0.16% | Add +20.7% | 370,546 | $27.7M |
| Gordian Advisors LLC | 21.91% | Add +5.9% | 370,515 | $27.7M |
| SMI Advisory Services, LLC | 6.25% | Add +3.6% | 367,148 | $27.1M |
| Pinkerton Wealth, LLC | 3.87% | Add +3.6% | 357,093 | $26.7M |
| Roundview Capital LLC | 1.83% | Add +9.4% | 350,423 | $26.2M |
| Geneos Wealth Management Inc. | 0.91% | Reduce -1.3% | 347,765 | $26.0M |
| Townsquare Capital LLC | 0.29% | Add +7.5% | 341,747 | $25.5M |
| Strategic Advocates LLC | 8.52% | Add +7.1% | 337,808 | $25.2M |
| Creative Planning | 0.02% | Add +630.4% | 335,846 | $25.1M |
| First National Bank & Trust Co. of Newtown | 5.04% | Reduce -5.5% | 323,332 | $24.2M |
| Austin Private Wealth, LLC | 2.24% | Reduce -10.7% | 319,712 | $23.9M |
| Ballentine Capital Advisors, Inc | 11.98% | Reduce -0.0% | 309,459 | $23.1M |
| Williams Financial, LLC | 14.36% | Add +3.4% | 308,672 | $23.1M |
| Farmers & Merchants Trust Co of Chambersburg PA | 8.68% | Add +20.6% | 307,170 | $23.0M |
| Scott Capital Advisors, LLC | 6.60% | Add +4.6% | 311,032 | $22.9M |
| Brown Wealth Management, LLC | 8.06% | Add +8.4% | 304,414 | $22.7M |
| Thrivent Financial for Lutherans | 0.04% | Add +13.7% | 298,457 | $22.5M |
| Windward Private Wealth Management Inc. | 8.66% | Add +2.4% | 297,228 | $22.2M |
| Schiavi & Co LLC | 8.37% | Add +8.8% | 286,830 | $21.4M |
| Greystone Financial Group, LLC | 3.70% | Add +1.9% | 284,712 | $21.3M |
| FPC Investment Advisory, Inc. | 14.97% | Reduce -3.2% | 272,187 | $20.5M |
| Prime Capital Investment Advisors, LLC | 0.30% | Reduce -2.3% | 272,595 | $20.4M |
| Family Investment Center, Inc. | 5.11% | Add +65.7% | 269,533 | $20.1M |
| ForthRight Wealth Management, LLC | 6.65% | Add +6.5% | 267,151 | $20.0M |
| Citigroup Inc. | 0.02% | Add +73.2% | 266,709 | $19.9M |
| LVW Advisors, LLC | 2.38% | Reduce -4.0% | 260,548 | $19.5M |
| Stephens Inc. | 0.27% | Add +7.9% | 258,400 | $19.3M |
| Jane Street Group, LLC | 0.03% | Add +221.3% | 258,107 | $19.3M |
| Meeder Advisory Services, Inc. | 1.20% | Add +3.9% | 257,458 | $19.2M |
| Consolidated Portfolio Review Corp | 3.03% | Add +3.5% | 255,954 | $19.1M |
| Smithfield Trust Co | 0.94% | Reduce -0.3% | 251,263 | $18.8M |
| Wescott Financial Advisory Group, LLC | 1.92% | Add +37.0% | 248,479 | $18.6M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +0.0% | 243,704 | $18.2M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +0.0% | 243,704 | $18.2M |
| Yeomans Consulting Group, Inc. | 6.63% | Reduce -7.6% | 236,744 | $17.7M |
| American Money Management, LLC | 3.38% | Add +8.7% | 232,173 | $17.4M |
| Bank of Stockton | 5.27% | Add +0.7% | 231,966 | $17.3M |
| Brewster Financial Planning LLC | 13.12% | Add +5.8% | 231,817 | $17.3M |
| MAI Capital Management | 0.13% | New | 231,738 | $17.3M |
| Acorn Creek Capital LLC | 8.61% | Add +8.8% | 224,113 | $16.7M |
| Silver Coast Investments LLC | 6.33% | Add +1.7% | 223,904 | $16.7M |
| Certified Advisory Corp | 1.82% | Add +15.5% | 223,880 | $16.7M |
| CreativeOne Wealth, LLC | 0.51% | Add +2.0% | 221,988 | $16.6M |
| Betterment LLC | 0.04% | Add +9.8% | 219,701 | $16.4M |
| Citadel Advisors | 0.02% | Add +6115.8% | 218,734 | $16.3M |
| Seeds Investor LLC | 4.59% | Add +37.2% | 215,624 | $16.1M |
| Lodestar Private Asset Management LLC | 2.01% | Add +6.8% | 215,451 | $16.1M |
| Natixis Advisors, LLC | 0.03% | Add +0.3% | 214,048 | $16.0M |
| Capital Insight Partners, LLC | 2.72% | Add +1.5% | 210,757 | $15.7M |
| Human Investing LLC | 2.77% | Add +2.8% | 208,662 | $15.6M |
| Parkside Financial Bank & Trust | 2.03% | Add +15.4% | 205,211 | $15.3M |
| Heartwood Wealth Advisors LLC | 1.70% | Add +0.2% | 202,562 | $15.1M |
| Montecito Bank & Trust | 2.62% | Add +1.3% | 202,077 | $15.1M |
| &partners | 0.18% | Add +14.8% | 196,365 | $14.7M |
| First Merchants Corp. | 0.56% | Add +8.0% | 194,931 | $14.6M |
| NewSquare Capital LLC | 1.15% | Add +3.1% | 192,311 | $14.4M |
| Darrow Company, Inc. | 8.31% | Add +6.1% | 191,709 | $14.3M |
| Hoge Financial Services, LLC | 10.29% | Add +9.0% | 188,061 | $14.1M |
| Pacific Capital Wealth Advisors, Inc. | 2.33% | Add +34.7% | 186,728 | $14.0M |
| Systelligence, LLC | 3.41% | New | 185,100 | $13.8M |
| Allworth Financial LP | 0.08% | Add +73.0% | 183,748 | $13.7M |
| Keudell/Morrison Wealth Management | 3.57% | Reduce -19.9% | 183,132 | $13.7M |
| Zhang Financial LLC | 0.78% | Add +1623.3% | 181,554 | $13.6M |
| TD Private Client Wealth LLC | 0.38% | Add +12.8% | 180,977 | $13.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +12.3% | 176,242 | $13.2M |
| Penserra Capital Management LLC | 0.24% | Reduce -0.2% | 176,100 | $13.2M |
| Tumwater Wealth Management, LLC | 6.90% | — | 176,017 | $13.2M |
| Rockefeller Capital Management L.P. | 0.03% | Add +32.4% | 174,279 | $13.0M |
| NewEdge Advisors, LLC | 0.08% | Add +17.0% | 173,687 | $13.0M |
| CHB Investment Group, LLC | 6.90% | Add +4.0% | 170,085 | $12.7M |
| Burney Co./ | 0.44% | Reduce -11.5% | 167,712 | $12.5M |
| Conquis Financial LLC | 12.61% | — | 164,806 | $12.3M |
| Clark Asset Management, LLC | 2.27% | Add +15.0% | 162,706 | $12.2M |
| Keyes, Stange & Wooten Wealth Management, LLC | 7.10% | Add +14.3% | 161,291 | $12.1M |
| Ashton Thomas Private Wealth, LLC | 0.47% | Add +215.6% | 160,069 | $12.0M |
| Atria Investments, Inc | 0.15% | Reduce -6.5% | 157,663 | $11.8M |
| FC Advisory LLC | 3.85% | Add +3.8% | 153,559 | $11.5M |
| Lido Advisors, LLC | 0.07% | Add +992.4% | 150,169 | $11.2M |
| Fifth Third Bancorp | 0.04% | Reduce -17.1% | 148,491 | $11.1M |
| Austin Asset Management Co Inc | 2.30% | Add +7.1% | 147,931 | $11.1M |
| San Luis Wealth Advisors LLC | 2.05% | Add +0.9% | 144,929 | $10.8M |
| City State Bank | 3.79% | Add +9.6% | 143,845 | $10.7M |
| M&T Bank Corp | 0.04% | Add +1.6% | 142,045 | $10.6M |
| Asset Management Group, Inc. | 1.87% | Reduce -8.2% | 140,758 | $10.5M |
| Avantax Advisory Services, Inc. | 0.07% | Reduce -38.5% | 140,489 | $10.5M |
| Tillman Hartley LLC | 3.00% | Add +1.0% | 139,885 | $10.5M |
| World Investment Advisors | 0.28% | Add +693.4% | 138,471 | $10.3M |
| Phillips Financial Management, LLC | 0.81% | Reduce -27.0% | 138,136 | $10.3M |
| MBA Advisors LLC | 5.22% | Reduce -0.6% | 137,681 | $10.3M |
| EverSource Wealth Advisors, LLC | 0.57% | Add +37.4% | 135,270 | $10.1M |
| Fiduciary Financial Group, LLC | 2.22% | Add +7.4% | 136,687 | $10.1M |
| Stephenson & Company, Inc. | 6.78% | Add +2.4% | 134,880 | $10.1M |
| Sigma Planning Corp | 0.31% | Reduce -13.3% | 133,040 | $9.9M |
| DAVENPORT & Co LLC | 0.06% | Add +2.5% | 132,843 | $9.9M |
| MA Private Wealth | 1.81% | Add +1.1% | 129,637 | $9.7M |
| Neumann Capital Management, LLC | 3.19% | Add +22.0% | 128,632 | $9.6M |
| Bokf, NA | 0.16% | Add +7.7% | 127,885 | $9.5M |
| Brookstone Capital Management | 0.14% | Add +12.1% | 126,119 | $9.4M |
| TrueWealth Financial Partners | 5.83% | Add +0.9% | 125,645 | $9.4M |
| Greenup Street Wealth Management LLC | 1.85% | Reduce -30.7% | 124,951 | $9.3M |
| Gemmer Asset Management LLC | 0.91% | Reduce -4.7% | 123,479 | $9.2M |
| Ameritas Investment Partners, Inc. | 0.30% | Add +2.0% | 122,631 | $9.2M |
| Galvin, Gaustad & Stein, LLC | 0.82% | Add +0.8% | 120,826 | $9.0M |
| Hanover Advisors Inc. | 3.70% | Reduce -8.2% | 117,964 | $8.8M |
| Cornerstone Wealth Management, LLC | 0.59% | Add +46.5% | 116,982 | $8.7M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +4.1% | 115,457 | $8.6M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -4.8% | 115,371 | $8.6M |
| Blair William & Co. | 0.02% | Add +1.9% | 114,074 | $8.5M |
| SigFig Wealth Management, LLC | 0.30% | Add +4.5% | 112,203 | $8.4M |
| Avantax Planning Partners, Inc. | 0.30% | Reduce -2.8% | 112,307 | $8.4M |
| Mustard Seed Financial, LLC | 6.79% | Add +8.2% | 111,891 | $8.4M |
| Echo Wealth Management, LLC | 5.73% | Reduce -1.2% | 110,885 | $8.3M |
| Ausdal Financial Partners, Inc. | 0.71% | Add +367.3% | 109,868 | $8.2M |
| Verde Capital Management | 2.29% | Add +3.0% | 108,682 | $8.1M |
| Aptus Capital Advisors, LLC | 0.09% | Add +3040.7% | 106,659 | $8.0M |
| Nwam LLC | 0.49% | Add +1.7% | 105,272 | $7.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.6% | 104,893 | $7.8M |
| Synovus Financial Corp. | 0.10% | Reduce -42.4% | 102,781 | $7.7M |
| Fonville Wealth Management LLC | 2.53% | Add +13.3% | 102,604 | $7.7M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -38.8% | 100,842 | $7.6M |
| Stephen J. Garry & Associates, LLC | 6.97% | Add +57.0% | 101,004 | $7.5M |
| Kestra Private Wealth Services, LLC | 0.13% | Reduce -1.1% | 99,223 | $7.4M |
| Compass Planning Associates Inc | 7.51% | — | 98,998 | $7.4M |
| Sovereign Investment Advisors, LLC | 2.18% | Add +1.1% | 98,213 | $7.3M |
| Diversified Portfolios, Inc. | 0.79% | Reduce -28.8% | 97,098 | $7.3M |
| Associated Banc-Corp | 0.21% | Add +2.0% | 94,953 | $7.1M |
| Sterling Financial Planning, Inc. | 2.59% | Reduce -1.1% | 94,257 | $7.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -1.1% | 94,224 | $7.0M |
| Cambridge Capital Management, LLC | 4.34% | Add +67.3% | 90,660 | $6.8M |
| Hohimer Wealth Management, LLC | 1.29% | Add +383.2% | 90,579 | $6.8M |
| Safir Wealth Advisors, LLC | 5.10% | Add +1.4% | 88,534 | $6.6M |
| Clarity Wealth Advisors, LLC | 1.77% | Add +23.5% | 86,877 | $6.5M |
| Continuum Advisory, LLC | 0.83% | Add +4.1% | 86,418 | $6.5M |
| Sunesis Advisors, LLC | 3.92% | Add +24.1% | 86,277 | $6.4M |
| Parkworth Wealth Management, Inc. | 5.36% | — | 86,223 | $6.4M |
| Consilium Wealth Advisory, LLC | 3.04% | New | 85,293 | $6.4M |
| Concourse Financial Group Securities, Inc. | 0.36% | Add +9.9% | 84,866 | $6.3M |
| Cutler Investment Counsel LLC | 0.78% | Add +61.0% | 83,544 | $6.2M |
| Parker Financial LLC | 3.05% | Add +6.0% | 83,179 | $6.2M |
| Pinnacle Financial Partners Inc | 0.12% | Add +9.6% | 81,925 | $6.1M |
| Raffa Wealth Management, LLC | 1.42% | Add +15.1% | 81,774 | $6.1M |
| Snowden Capital Advisors LLC | 0.19% | Add +10.9% | 81,679 | $6.1M |
| Bay Harbor Wealth Management, LLC | 1.96% | Reduce -1.3% | 80,994 | $6.1M |
| Joel Isaacson & Co., LLC | 0.27% | Add +24.8% | 80,273 | $6.0M |
| Amplius Wealth Advisors, LLC | 0.61% | Reduce -88.5% | 80,155 | $6.0M |
| VCI Wealth Management LLC | 2.53% | Add +85.1% | 79,802 | $6.0M |
| Orrstown Financial Services Inc. | 1.59% | Add +70.3% | 79,070 | $5.9M |
| Destiny Wealth Partners, LLC | 0.96% | New | 78,955 | $5.9M |
| MassMutual Private Wealth & Trust, FSB | 0.16% | Add +14.1% | 78,530 | $5.9M |
| Mgo One Seven LLC | 0.22% | Add +6.2% | 77,899 | $5.8M |
| Country Trust Bank | 0.14% | No change | 77,000 | $5.8M |
| Lionshead Wealth Management, LLC | 4.10% | — | 75,961 | $5.7M |
| Evolution Advisers, Inc. | 3.05% | Reduce -1.4% | 74,591 | $5.6M |
| Intergy Private Wealth, LLC | 2.08% | Add +3.0% | 74,498 | $5.6M |
| Barclays PLC | 0.00% | Add +5.4% | 74,454 | $5.6M |
| IFG Advisors, LLC | 1.09% | Add +15.0% | 73,068 | $5.5M |
| Fifth Third Securities, Inc. | 0.46% | Add +34.1% | 72,574 | $5.4M |
| Bluespring Wealth Management, LLC | 0.56% | Reduce -2.7% | 72,507 | $5.4M |
| Good Life Advisors, LLC | 0.39% | Add +13.6% | 71,981 | $5.4M |
| Evergreen Wealth Management, LLC | 3.17% | Add +2.8% | 71,681 | $5.4M |
| Bernardo Wealth Planning LLC | 1.28% | Add +8.6% | 72,459 | $5.4M |
| Cape Cod Five Cents Savings Bank | 0.47% | No change | 67,689 | $5.3M |
| Genesis Private Wealth, LLC | 2.92% | — | 70,872 | $5.3M |
| Richmond Brothers, Inc. | 3.38% | Add +60.6% | 70,526 | $5.3M |
| Milestone Investment Advisors LLC | 1.43% | Add +28.3% | 70,411 | $5.3M |
| Clarity Capital Advisors, LLC | 3.52% | Add +39.8% | 70,267 | $5.3M |
| GAMMA Investing LLC | 0.44% | Add +3.6% | 69,353 | $5.2M |
| First Heartland Consultants, Inc. | 0.53% | Add +6.5% | 69,201 | $5.2M |
| D.A. Davidson & Co. | 0.04% | Add +11.6% | 68,746 | $5.1M |
| Larson Financial Group LLC | 0.27% | Reduce -20.1% | 68,499 | $5.1M |
| Deutsche Bank AG | 0.00% | New | 67,648 | $5.1M |
| Mutual Advisors, LLC | 0.15% | Reduce -7.6% | 67,355 | $5.0M |
| Prostatis Group LLC | 1.46% | Add +0.5% | 67,128 | $5.0M |
| HUB Investment Partners, LLC | 0.21% | New | 67,000 | $5.0M |
| Silver Oak Advisory Group, Inc. | 2.61% | Reduce -8.5% | 66,058 | $4.9M |
| LexAurum Advisors, LLC | 0.98% | Add +9.3% | 65,376 | $4.9M |
| Tritonpoint Wealth, LLC | 0.44% | Add +1.0% | 64,799 | $4.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.39% | Add +6.1% | 64,401 | $4.8M |
| Captrust Financial Advisors | 0.01% | Reduce -8.8% | 63,621 | $4.8M |
| ESL Trust Services, LLC | 1.06% | Add +8.7% | 63,401 | $4.7M |
| Planned Solutions, Inc. | 1.93% | Reduce -60.0% | 63,279 | $4.7M |
| PCG Asset Management, LLC | 4.15% | — | 63,240 | $4.7M |
| Rossby Financial, LCC | 2.95% | — | 62,151 | $4.6M |
| Summit Financial, LLC | 0.16% | Add +19.2% | 62,037 | $4.6M |
| Leeward Financial Partners, LLC | 1.64% | Add +8.7% | 61,512 | $4.6M |
| Warwick Investment Management, Inc. | 0.94% | Add +2.9% | 61,347 | $4.6M |
| Aspire Private Capital, LLC | 1.14% | Add +1.1% | 61,267 | $4.6M |
| Veridan Wealth LLC | 2.12% | — | 60,512 | $4.5M |
| SignalPoint Asset Management, LLC | 1.10% | Add +11.2% | 60,394 | $4.5M |
| Precedent Wealth Partners, LLC | 1.47% | Reduce -10.2% | 60,178 | $4.5M |
| Sovereign Financial Group, Inc. | 1.03% | Add +10.6% | 59,959 | $4.5M |
| Park National Corp. | 0.16% | Add +12.1% | 59,553 | $4.5M |
| WealthCollab, LLC | 2.83% | Add +4.7% | 58,969 | $4.4M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Reduce -12.8% | 58,633 | $4.4M |
| Prospera Financial Services Inc | 0.10% | Add +10.6% | 58,406 | $4.4M |
| Focus Partners Wealth | 0.01% | Add +18.6% | 58,233 | $4.4M |
| OLIO Financial Planning | 1.52% | Reduce -83.5% | 58,051 | $4.3M |
| Mitchell McLeod Pugh & Williams Inc. | 0.90% | Add +55.1% | 57,681 | $4.3M |
| Foresight Capital Management Advisors, Inc. | 2.51% | Add +8.6% | 57,304 | $4.3M |
| Hurlow Wealth Management Group, Inc. | 1.33% | Add +4.1% | 57,042 | $4.3M |
| Centennial Bank | 2.00% | Add +14.1% | 56,730 | $4.2M |
| Granite Harbor Advisors, Inc. | 2.32% | Add +3.5% | 56,233 | $4.2M |
| Carl P. Sherr & Co., LLC | 2.18% | New | 55,426 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +83.0% | 55,386 | $4.1M |
| Jacobsen Capital Management | 1.75% | Add +7.2% | 54,888 | $4.1M |
| Merit Financial Group, LLC | 0.07% | Add +34.9% | 54,680 | $4.1M |
| Family Legacy, Inc. | 1.38% | Add +3.9% | 54,556 | $4.1M |
| Elevated Capital Advisors, LLC | 1.08% | Reduce -4.8% | 53,257 | $4.0M |
| New Hampshire Trust | 0.83% | Add +103.5% | 52,673 | $3.9M |
| White Lighthouse Investment Management Inc. | 0.68% | Add +6.7% | 52,053 | $3.9M |
| Invst, LLC | 0.47% | Reduce -0.7% | 51,595 | $3.9M |
| Integrated Advisors Network LLC | 0.18% | Add +1.7% | 51,549 | $3.9M |
| Hardy Reed LLC | 0.33% | Add +24.9% | 50,743 | $3.8M |
| Red Wave Investments LLC | 1.32% | Reduce -5.6% | 50,613 | $3.8M |
| Spire Wealth Management | 0.12% | Add +5.8% | 50,021 | $3.7M |
| Capital Advisory Group Advisory Services, LLC | 1.34% | Add +22.1% | 49,980 | $3.7M |
| Oak Hill Wealth Advisors, LLC | 0.89% | — | 49,866 | $3.7M |
| CW Advisors, LLC | 0.05% | Add +1.0% | 49,574 | $3.7M |
| Harbour Trust & Investment Management Co | 0.42% | Add +8.6% | 49,521 | $3.7M |
| First Horizon Advisors, Inc. | 0.10% | Reduce -20.1% | 49,208 | $3.7M |
| CoreCap Advisors, LLC | 0.17% | Add +10.8% | 48,796 | $3.6M |
| Financial Advocates Investment Management | 0.21% | Reduce -48.0% | 48,468 | $3.6M |
| Brown Advisory Inc. | 0.00% | No change | 48,283 | $3.6M |
| Western Wealth Management, LLC | 0.19% | Add +46.8% | 47,857 | $3.6M |
| Arcadia Wealth Management, LLC | 1.76% | Add +4.4% | 46,637 | $3.5M |
| Bessemer Group Inc. | 0.01% | Reduce -21.1% | 46,074 | $3.4M |
| Boston Family Office LLC | 0.24% | Reduce -7.8% | 45,868 | $3.4M |
| Ameritas Advisory Services, LLC | 0.12% | Add +125.3% | 45,822 | $3.4M |
| C M Bidwell & Associates Ltd. | 2.08% | Reduce -13.2% | 45,804 | $3.4M |
| Jim Saulnier & Associates, LLC | 2.94% | Add +19.6% | 45,598 | $3.4M |
| StoneX Group Inc. | 0.18% | Add +10.4% | 44,941 | $3.4M |
| Capital Analysts, LLC | 0.13% | Add +21.7% | 44,424 | $3.3M |
| Concurrent Investment Advisors, LLC | 0.09% | Reduce -3.7% | 44,210 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -65.6% | 44,132 | $3.3M |
| Uptown Financial Advisors LLC | 3.51% | — | 43,553 | $3.3M |
| Perigon Wealth Management, LLC | 0.08% | Reduce -1.4% | 43,242 | $3.2M |
| Kelman-Lazarov, Inc. | 0.58% | Reduce -4.4% | 43,143 | $3.2M |
| RS Crum Inc. | 0.80% | Add +15.0% | 43,138 | $3.2M |
| St. Louis Trust Co | 0.46% | Add +0.0% | 43,137 | $3.2M |
| Sagace Wealth Management LLC | 2.41% | Reduce -18.2% | 42,950 | $3.2M |
| J.W. Cole Advisors, Inc. | 0.13% | Add +4.0% | 42,206 | $3.2M |
| Manuka Financial, LLC | 2.12% | — | 42,123 | $3.1M |
| Meridian Financial Partners LLC | 1.63% | Add +10.9% | 41,433 | $3.1M |
| Studio Investment Management LLC | 0.66% | Reduce -46.6% | 41,403 | $3.1M |
| Arcataur Capital Management LLC | 1.04% | Reduce -0.3% | 41,198 | $3.1M |
| Kickstand Ventures, Llc. | 0.78% | Reduce -0.3% | 40,709 | $3.0M |
| Waller Financial Planning Group, Inc. | 0.76% | Add +2.8% | 40,568 | $3.0M |
| Arax Advisory Partners | 0.19% | Reduce -24.8% | 40,347 | $3.0M |
| First Community Trust NA | 2.13% | New | 39,868 | $3.0M |
| Aveo Capital Partners, LLC | 0.32% | Reduce -0.6% | 39,688 | $3.0M |
| Westfuller Advisors, LLC | 1.87% | Add +0.6% | 39,484 | $3.0M |
| Waverly Advisors, LLC | 0.05% | Add +5.4% | 39,442 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 39,408 | $2.9M |
| Private Wealth Group, LLC | 1.44% | No change | 39,403 | $2.9M |
| Midwest Financial Network, LLC | 3.06% | — | 39,375 | $2.9M |
| Joseph P. Lucia & Associates, LLC | 1.30% | Reduce -6.0% | 39,166 | $2.9M |
| BLB&B Advisors, LLC | 0.15% | Add +12.7% | 39,105 | $2.9M |
| SageView Advisory Group, LLC | 0.12% | Reduce -4.2% | 38,729 | $2.9M |
| Eclectic Associates Inc. | 0.86% | Add +1.2% | 38,693 | $2.9M |
| Aureus Asset Management, LLC | 0.19% | Add +1.0% | 38,471 | $2.9M |
| Regions Financial Corp. | 0.02% | Add +161.2% | 38,002 | $2.8M |
| Sterling Investment Management, LLC | 2.23% | New | 37,970 | $2.8M |
| Smart Money Group LLC | 0.96% | Add +14.6% | 37,050 | $2.8M |
| Physician Wealth Solutions Inc. | 1.38% | Add +0.4% | 36,788 | $2.7M |
| Retirement Planning Group, LLC | 0.14% | Reduce -44.4% | 36,765 | $2.7M |
| Investments & Financial Planning, LLC | 1.66% | Add +17.9% | 35,977 | $2.7M |
| Valmark Advisers, Inc. | 0.04% | Add +11.4% | 35,584 | $2.7M |
| Houlihan Financial Resource Group, Ltd. | 1.10% | Add +0.9% | 34,688 | $2.6M |
| Tranquilli Financial Advisor LLC | 1.62% | Add +77.4% | 34,244 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.21% | Reduce -1.9% | 33,350 | $2.5M |
| Naples Global Advisors, LLC | 0.23% | Add +1.3% | 33,058 | $2.5M |
| NBT Bank, N.A. | 0.17% | Add +0.3% | 32,970 | $2.5M |
| Matisse Capital | 1.25% | Reduce -3.1% | 32,936 | $2.5M |
| Provident Wealth Management, LLC | 0.81% | Reduce -7.1% | 32,653 | $2.4M |
| PFG Investments, LLC | 0.15% | Add +8.4% | 32,566 | $2.4M |
| Adero Partners, LLC | 0.16% | Add +1.3% | 32,504 | $2.4M |
| SageOak Financial, LLC | 2.22% | — | 32,455 | $2.4M |
| MidAtlantic Capital Management, Inc. | 1.74% | Reduce -4.8% | 31,862 | $2.4M |
| IFP Advisors, Inc | 0.08% | Add +56.3% | 31,254 | $2.3M |
| Arlington Financial Advisors, LLC | 0.46% | Reduce -3.6% | 31,038 | $2.3M |
| Werba Rubin Papier Wealth Management | 0.55% | Add +12.6% | 30,944 | $2.3M |
| Level Four Advisory Services, LLC | 0.09% | Add +5.7% | 30,749 | $2.3M |
| Westwood Holdings Group Inc. | 0.02% | Add +0.1% | 30,479 | $2.3M |
| Wealth Management Associates, Inc. | 0.97% | Add +2.4% | 30,223 | $2.3M |
| First Hawaiian Bank | 0.07% | No change | 30,198 | $2.3M |
| Retirement Wealth Solutions LLC | 1.89% | — | 30,190 | $2.2M |
| BancFirst Trust & Investment Management | 1.00% | Add +1.8% | 29,648 | $2.2M |
| Nabity-Jensen Investment Management Inc | 1.67% | Add +1.3% | 29,673 | $2.2M |
| Ballentine Partners, LLC | 0.04% | Add +2.9% | 29,521 | $2.2M |
| Advisory Alpha, LLC | 0.08% | Reduce -8.5% | 28,967 | $2.2M |
| Lynx Investment Advisory | 1.47% | Add +7.1% | 28,917 | $2.2M |
| Capital Investment Services of America, Inc. | 0.20% | Reduce -4.5% | 28,530 | $2.1M |
| Ieq Capital, LLC | 0.02% | New | 28,460 | $2.1M |
| Semmax Financial Advisors Inc. | 0.56% | Reduce -5.7% | 28,204 | $2.1M |
| Prudent Man Advisors, LLC | 0.75% | Reduce -4.8% | 27,514 | $2.1M |
| Bank of Hawaii | 0.11% | Reduce -10.9% | 27,376 | $2.0M |
| Compass Financial Group, Inc. | 0.97% | Add +0.5% | 27,094 | $2.0M |
| Beaird Harris Wealth Management, LLC | 0.17% | Add +5.5% | 26,889 | $2.0M |
| Strategic Investment Advisors / MI | 0.21% | Add +2.9% | 26,760 | $2.0M |
| Savvy Advisors, Inc. | 0.24% | Add +7.9% | 26,402 | $2.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.6% | 26,348 | $2.0M |
| VestGen Investment Management | 0.53% | Reduce -0.3% | 26,161 | $2.0M |
| Wells Trecaso Financial Group, LLC | 0.64% | Add +20.6% | 26,135 | $2.0M |
| Cahill Wealth Management, LLC | 0.99% | Reduce -1.2% | 26,089 | $1.9M |
| Sheets Smith Wealth Management | 0.24% | No change | 26,044 | $1.9M |
| Breakwater Capital Group | 0.38% | Add +8.9% | 25,751 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -0.6% | 25,690 | $1.9M |
| Harbour Investments, Inc. | 0.06% | Add +11.3% | 25,622 | $1.9M |
| Earned Wealth Advisors, LLC | 0.61% | Add +3.5% | 25,334 | $1.9M |
| Silvia McColl Wealth Management, LLC | 1.41% | Reduce -3.4% | 25,264 | $1.9M |
| Smartleaf Asset Management LLC | 0.19% | Add +5.4% | 25,089 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +3.1% | 25,110 | $1.9M |
| Everhart Financial Group, Inc. | 0.38% | Add +37.4% | 24,457 | $1.8M |
| Quadrant Capital Group LLC | 0.13% | Reduce -1.8% | 24,315 | $1.8M |
| Bourgeon Capital Management LLC | 0.34% | Add +15.4% | 23,641 | $1.8M |
| Pillar Financial Advisors, LLC | 1.35% | — | 23,515 | $1.8M |
| Patten Group, Inc. | 0.39% | Reduce -3.8% | 23,462 | $1.8M |
| Heritage Investors Management Corp. | 0.06% | Reduce -13.2% | 23,117 | $1.7M |
| Integrated Wealth Concepts LLC | 0.02% | Add +3.9% | 22,907 | $1.7M |
| Life Planning Partners, Inc | 1.55% | Reduce -4.4% | 22,444 | $1.7M |
| United Bank | 0.20% | No change | 22,249 | $1.7M |
| Kampmann Melissa S. | 1.31% | Add +1.7% | 22,239 | $1.7M |
| Per Stirling Capital Management, LLC. | 0.23% | Add +15.2% | 22,154 | $1.7M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -3.7% | 22,143 | $1.7M |
| Capital Advisors, Ltd. LLC | 0.21% | Add +4.0% | 22,025 | $1.6M |
| Invenio Wealth Partners LLC | 0.69% | Add +15.1% | 21,975 | $1.6M |
| Synergy Asset Management, LLC | 0.13% | Add +382.1% | 21,530 | $1.6M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -4.2% | 21,618 | $1.6M |
| JFS Wealth Advisors, LLC | 0.11% | Add +34.5% | 21,543 | $1.6M |
| Ascent Group, LLC | 0.12% | Reduce -11.2% | 21,235 | $1.6M |
| CENTRAL TRUST Co | 0.04% | Add +30.4% | 21,106 | $1.6M |
| Global Wealth Management Investment Advisory, Inc. | 0.32% | Add +4.5% | 20,969 | $1.6M |
| PAX Financial Group, LLC | 0.28% | Add +5.2% | 20,952 | $1.6M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -23.1% | 20,851 | $1.6M |
| Asset Allocation Strategies LLC | 0.37% | Add +119.0% | 20,791 | $1.6M |
| Traveka Wealth, LLC | 0.85% | Reduce -77.9% | 20,749 | $1.6M |
| CGN Advisors LLC | 0.15% | Add +3.4% | 20,646 | $1.5M |
| Mengis Capital Management, Inc. | 0.32% | Reduce -5.2% | 20,581 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +1.8% | 20,351 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -5.3% | 20,298 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +15.6% | 20,088 | $1.5M |
| Murphy & Mullick Capital Management Corp | 1.38% | — | 20,069 | $1.5M |
| Level Financial Advisors | 0.55% | Add +59.5% | 19,998 | $1.5M |
| Exchange Traded Concepts, LLC | 0.03% | Add +152.7% | 19,916 | $1.5M |
| 360 Financial, Inc. | 0.53% | Add +1.3% | 18,337 | $1.5M |
| Atlatl Advisers LLC | 0.86% | — | 19,680 | $1.5M |
| Graney & King, LLC | 1.11% | — | 19,668 | $1.5M |
| Market Street Wealth Management Advisors LLC | 0.25% | Reduce -14.9% | 19,608 | $1.5M |
| Shade Tree Advisors LLC | 1.45% | — | 19,256 | $1.4M |
| Revisor Wealth Management LLC | 1.32% | Reduce -84.3% | 19,213 | $1.4M |
| HT Partners LLC | 0.49% | Reduce -6.5% | 19,170 | $1.4M |
| Stephens Consulting, LLC | 0.36% | Add +0.0% | 18,982 | $1.4M |
| Plum Street Advisors, LLC | 0.70% | Reduce -3.5% | 18,972 | $1.4M |
| Wheelhouse Advisory Group LLC | 0.83% | Reduce -6.1% | 18,821 | $1.4M |
| Blue Barn Wealth, LLC | 0.74% | Reduce -8.5% | 18,776 | $1.4M |
| Partners in Financial Planning | 0.29% | Add +1.2% | 18,773 | $1.4M |
| Busey Bank | 0.05% | Reduce -12.0% | 18,392 | $1.4M |
| Citizens Financial Group Inc. | 0.03% | Add +228.4% | 17,989 | $1.3M |
| Bleakley Financial Group, LLC | 0.04% | Add +5.1% | 17,871 | $1.3M |
| Independent Advisor Alliance | 0.02% | New | 17,850 | $1.3M |
| Rothschild Investment LLC | 0.09% | Add +4.1% | 17,425 | $1.3M |
| Lighthouse Wealth Management Inc. | 1.19% | — | 17,420 | $1.3M |
| Apella Capital, LLC | 0.05% | Reduce -5.9% | 17,373 | $1.3M |
| Mycio Wealth Partners, LLC | 0.31% | Add +15.6% | 17,160 | $1.3M |
| Eagle Strategies LLC | 0.22% | New | 17,127 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Add +2.3% | 17,069 | $1.3M |
| Greykasell Wealth Strategies, Inc. | 0.70% | — | 16,879 | $1.3M |
| Dopkins Wealth Management, LLC | 0.64% | Add +470.6% | 16,861 | $1.3M |
| Quantum Private Wealth, LLC | 0.40% | No change | 16,812 | $1.3M |
| FSB Premier Wealth Management, Inc. | 0.50% | Reduce -2.6% | 16,674 | $1.2M |
| Five Pine Wealth Management | 1.05% | — | 16,654 | $1.2M |
| Easterly Investment Partners LLC | 0.10% | Reduce -0.8% | 16,567 | $1.2M |
| FourThought Financial Partners, LLC | 0.13% | Reduce -0.0% | 16,539 | $1.2M |
| Frank, Rimerman Advisors LLC | 0.09% | Add +86.5% | 16,379 | $1.2M |
| Coldstream Capital Management Inc. | 0.03% | Add +5.6% | 16,305 | $1.2M |
| Mountain Pacific Investment Advisers LLC | 0.09% | Reduce -6.4% | 16,236 | $1.2M |
| Platform Technology Partners | 0.37% | Reduce -21.0% | 16,199 | $1.2M |
| Fagan Associates, Inc. | 0.19% | Reduce -5.9% | 16,081 | $1.2M |
| International Assets Investment Management, LLC | 0.10% | New | 15,881 | $1.2M |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -17.3% | 15,866 | $1.2M |
| CGC Financial Services, LLC | 0.47% | Reduce -11.4% | 15,865 | $1.2M |
| Merriman Wealth Management, LLC | 0.05% | No change | 15,752 | $1.2M |
| Anderson Hoagland & Co. | 0.12% | No change | 15,496 | $1.2M |
| Axxcess Wealth Management, LLC | 0.03% | Reduce -1.0% | 15,226 | $1.1M |
| Grey Fox Wealth Advisors, LLC | 0.31% | New | 15,176 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Add +25.8% | 15,169 | $1.1M |
| Maiden Cove Capital, LLC | 1.72% | Add +63.8% | 15,096 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +52.4% | 14,838 | $1.1M |
| Asset Allocation & Management Company, LLC | 0.60% | New | 14,760 | $1.1M |
| Independent Financial Group, LLC | 0.04% | Reduce -7.7% | 14,671 | $1.1M |
| Cadent Capital Advisors, LLC | 0.38% | Reduce -8.4% | 14,630 | $1.1M |
| Chris Bulman Inc | 0.70% | Add +59.5% | 14,579 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -7.0% | 14,503 | $1.1M |
| Vista Cima Wealth Management LLC | 1.12% | — | 14,475 | $1.1M |
| Trust Co. of Vermont | 0.05% | Add +10.6% | 14,260 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +3.9% | 13,948 | $1.0M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +16.6% | 13,928 | $1.0M |
| Koshinski Asset Management, Inc. | 0.09% | Add +10.9% | 13,622 | $1.0M |
| Headinvest, LLC | 0.19% | Reduce -15.1% | 13,557 | $1.0M |
| Websterrogers Financial Advisors, LLC | 0.35% | Reduce -0.7% | 13,517 | $1.0M |
| Ridgewood Investments LLC | 0.48% | Add +14.0% | 13,214 | $987K |
| Ramiah Investment Group | 0.90% | Add +23.8% | 13,198 | $986K |
| Stokes Capital Advisors, LLC | 0.25% | Reduce -1.9% | 12,842 | $960K |
| Avidian Wealth Enterprises, LLC | 0.04% | Reduce -3.2% | 12,660 | $946K |
| Country Club Bank | 0.06% | Reduce -1.9% | 12,585 | $942K |
| PFG Advisors | 0.06% | Add +4.0% | 12,523 | $936K |
| Hoxton Planning & Management, LLC | 0.35% | Add +44.8% | 12,416 | $928K |
| Courage Miller Partners, LLC | 0.32% | Reduce -0.2% | 12,311 | $920K |
| Pacific Financial Group Inc. | 0.67% | Reduce -1.9% | 12,112 | $905K |
| Nilsine Partners, LLC | 0.10% | Add +42.1% | 12,031 | $899K |
| Kondo Wealth Advisors, Inc. | 0.46% | — | 12,014 | $898K |
| Mascagni Wealth Management, Inc. | 0.89% | — | 11,658 | $893K |
| Kovack Advisors, Inc. | 0.09% | Add +8.0% | 11,909 | $890K |
| Evanson Asset Management, LLC | 0.06% | Add +66.2% | 11,804 | $882K |
| Poplar Forest Capital LLC | 0.16% | Reduce -16.7% | 11,794 | $881K |
| InvesTrust | 0.24% | — | 11,660 | $873K |
| Kennebec Savings Bank | 0.88% | Add +468.5% | 11,790 | $870K |
| Hilltop Holdings Inc. | 0.05% | Add +30.9% | 11,511 | $860K |
| Nisa Investment Advisors, LLC | 0.00% | Add +23.9% | 11,495 | $859K |
| Motco | 0.09% | Reduce -4.8% | 11,450 | $856K |
| Wedbush Securities Inc. | 0.03% | Add +41.8% | 11,297 | $844K |
| Integrity Financial Corp | 0.48% | Reduce -2.1% | 11,278 | $843K |
| PBMares Wealth Management LLC | 0.17% | Add +4.3% | 11,207 | $837K |
| Family Wealth Partners, LLC | 0.40% | Reduce -19.6% | 11,163 | $834K |
| Invesco Ltd. | 0.00% | Add +2.5% | 11,126 | $831K |
| Glass Jacobson Investment Advisors llc | 0.27% | Add +0.1% | 11,117 | $831K |
| Security Financial Services, INC. | 0.17% | Add +2.3% | 11,089 | $829K |
| Private Portfolio Partners LLC | 0.15% | Add +6.0% | 10,967 | $820K |
| Shelter Mutual Insurance Co | 0.20% | No change | 10,900 | $815K |
| Fiduciary Trust Co | 0.01% | No change | 10,863 | $812K |
| Signal Advisors Wealth, LLC | 0.09% | Add +42.6% | 10,862 | $812K |
| Drucker Wealth 3.0, LLC | 0.19% | Reduce -17.8% | 10,860 | $812K |
| Jentner Corp | 0.24% | No change | 10,838 | $810K |
| Outlook Wealth Advisors, LLC | 0.23% | Add +1.5% | 10,831 | $809K |
| Becker Capital Management Inc. | 0.03% | Reduce -3.2% | 10,830 | $809K |
| Elios Financial Group Inc. | 0.38% | Add +0.8% | 10,827 | $809K |
| Cwm, LLC | 0.00% | Add +7.7% | 10,712 | $801K |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.5% | 10,633 | $794K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | Add +6.3% | 10,591 | $791K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.9% | 10,527 | $787K |
| Caldwell Trust Co | 0.08% | No change | 10,260 | $767K |
| Integrity Wealth Solutions LLC | 0.43% | Add +16.8% | 10,220 | $764K |
| Brio Consultants, LLC | 0.12% | Reduce -6.4% | 10,201 | $762K |
| CFS Investment Advisory Services, LLC | 0.07% | Add +74.4% | 10,182 | $761K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 10,173 | $760K |
| Welch & Forbes LLC | 0.01% | Add +22.1% | 10,091 | $754K |
| F/m Investments LLC | 0.03% | Add +210.4% | 10,088 | $754K |
| Ashton Thomas Securities, LLC | 0.21% | Add +1.5% | 9,996 | $747K |
| DHK Financial Advisors, Inc. | 0.45% | No change | 9,950 | $744K |
| National Bank of Canada | 0.00% | Add +37.6% | 9,884 | $739K |
| Kathmere Capital Management, LLC | 0.07% | New | 9,822 | $734K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +208.4% | 9,798 | $732K |
| Old National Bancorp | 0.02% | Reduce -36.3% | 9,762 | $730K |
| Abacus Wealth Partners, LLC | 0.11% | Add +0.7% | 9,695 | $725K |
| UMB Bank, n.a. | 0.01% | No change | 9,523 | $712K |
| Uptick Partners, LLC | 0.26% | Add +4.3% | 9,486 | $709K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 9,396 | $702K |
| Hershey Financial Advisers, LLC | 0.62% | — | 9,358 | $699K |
| Delta Financial Group, Inc. | 0.16% | New | 9,359 | $699K |
| WPG Advisers, LLC | 0.65% | — | 9,341 | $698K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.2% | 9,223 | $689K |
| Barnes Pettey Financial Advisors, LLC | 0.52% | Add +109.3% | 9,083 | $679K |
| Zuckerman Investment Group, LLC | 0.06% | Add +6.3% | 9,003 | $675K |
| TSA Wealth Managment LLC | 0.27% | Add +3.6% | 9,006 | $673K |
| New Century Financial Group, LLC | 0.28% | Add +2.3% | 8,950 | $668K |
| Orleans Capital Management Corp. | 0.37% | Add +43.1% | 8,865 | $665K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.9% | 8,892 | $665K |
| Powers Advisory Group, LLC | 0.33% | Add +0.7% | 8,871 | $663K |
| Bremer Bank National Association | 0.13% | No change | 8,790 | $657K |
| Successful Portfolios LLC | 0.44% | Add +82.1% | 8,718 | $651K |
| Creative Financial Designs Inc. | 0.05% | Reduce -2.1% | 8,666 | $648K |
| One Wealth Advisors, LLC | 0.10% | Add +11.8% | 8,598 | $643K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -0.1% | 8,426 | $630K |
| Latko Wealth Management, Ltd. | 0.37% | Reduce -12.3% | 8,401 | $628K |
| Maia Wealth LLC | 0.13% | Add +79.6% | 8,318 | $626K |
| Verdence Capital Advisors LLC | 0.05% | Add +0.9% | 8,340 | $623K |
| First County Bank | 0.35% | Add +1.4% | 8,324 | $622K |
| Argonautica Private Wealth Management, Inc. | 0.20% | Add +7.0% | 8,322 | $622K |
| Peninsula Wealth, LLC | 0.11% | No change | 8,286 | $619K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -9.8% | 8,268 | $618K |
| First Citizens Financial Corp | 0.34% | Add +20.5% | 8,259 | $617K |
| Eagle Global Advisors LLC | 0.03% | New | 8,235 | $615K |
| Global Financial Private Client, LLC | 0.23% | Add +31.9% | 8,143 | $609K |
| Petix & Botte Co | 0.16% | Add +0.9% | 8,072 | $603K |
| Sonata Capital Group Inc. | 0.25% | No change | 8,071 | $603K |
| Idaho Trust Co | 0.30% | Reduce -77.7% | 8,038 | $601K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -16.1% | 8,035 | $600K |
| World Equity Group, Inc. | 0.13% | New | 7,864 | $588K |
| DBK Financial Counsel, LLC | 0.58% | Reduce -9.7% | 7,666 | $573K |
| Triton Financial Group Inc | 0.36% | Reduce -1.7% | 7,661 | $573K |
| Marcum Wealth, LLC | 0.05% | Reduce -4.1% | 7,618 | $569K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -47.2% | 7,589 | $567K |
| Goldstone Financial Group, LLC | 0.09% | Reduce -95.1% | 7,489 | $560K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -13.8% | 7,432 | $555K |
| LifePlan Investment Advisors, Inc. | 0.34% | Add +20.0% | 7,424 | $555K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -2.7% | 7,334 | $548K |
| Boyd Wealth Management, LLC | 0.27% | Reduce -3.5% | 7,298 | $545K |
| Diversify Advisory Services, LLC | 0.03% | Add +71.5% | 7,370 | $545K |
| Fourth Dimension Wealth, LLC | 0.28% | — | 7,166 | $536K |
| Brookmont Capital Management | 0.29% | Add +43.3% | 7,164 | $535K |
| Stockman Wealth Management, Inc. | 0.08% | Add +6.3% | 7,092 | $530K |
| KPP Advisory Services LLC | 0.12% | Reduce -6.4% | 7,038 | $526K |
| Estate Counselors, LLC | 0.06% | No change | 7,025 | $525K |
| LongView Wealth Management | 0.16% | Add +20.3% | 7,013 | $524K |
| Traction Financial Partners, LLC | 0.41% | Reduce -3.5% | 7,007 | $524K |
| Southland Equity Partners LLC | 0.12% | Add +1.1% | 6,929 | $518K |
| Absolute Capital Management, LLC | 0.29% | Add +15.9% | 6,897 | $516K |
| Dakota Wealth Management | 0.01% | Reduce -21.6% | 6,902 | $516K |
| Atlantic Family Wealth, LLC | 0.61% | — | 6,887 | $515K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +106.6% | 6,879 | $514K |
| TCI Wealth Advisors, Inc. | 0.04% | Add +2.8% | 6,783 | $507K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -15.3% | 6,751 | $504K |
| Barrett & Company, Inc. | 0.21% | Add +0.1% | 6,591 | $493K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +58.0% | 6,561 | $490K |
| Allen Investment Management, LLC | 0.01% | No change | 6,549 | $489K |
| Kraft Asset Management, LLC | 0.38% | No change | 6,561 | $489K |
| RFG Advisory, LLC | 0.01% | Reduce -8.2% | 6,507 | $486K |
| Breakwater Investment Management | 0.21% | Add +18.5% | 6,501 | $486K |
| Wilkins Miller Wealth Management, LLC | 0.51% | — | 6,499 | $486K |
| FFG Retirement Advisors LLC | 0.31% | Reduce -59.7% | 6,431 | $481K |
| Principal Securities, Inc. | 0.01% | Add +166.5% | 6,431 | $481K |
| Lion Street Advisors, LLC | 0.15% | Add +13.6% | 6,373 | $476K |
| Golden State Wealth Management, LLC | 0.07% | — | 6,369 | $476K |
| Greenwich Wealth Management LLC | 0.03% | Add +4.1% | 6,365 | $476K |
| Maripau Wealth Management LLC | 0.28% | New | 6,366 | $476K |
| Wealthgarden F.S. LLC | 0.44% | Add +6.4% | 6,352 | $475K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Reduce -9.3% | 6,320 | $472K |
| Atmos Advisory, LLC | 0.33% | New | 6,318 | $472K |
| Keybank National Association | 0.00% | New | 6,310 | $472K |
| Kanawha Capital Management LLC | 0.04% | Add +0.8% | 6,304 | $471K |
| Elevatus Welath Management | 0.16% | New | 6,295 | $470K |
| Bank of New Hampshire | 0.12% | Reduce -1.6% | 6,292 | $470K |
| TD Capital Management LLC | 0.05% | New | 6,243 | $467K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -72.0% | 6,220 | $465K |
| Stanley-Laman Group, Ltd. | 0.07% | Add +18.6% | 5,783 | $464K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -10.8% | 6,210 | $464K |
| Alamar Capital Management, LLC | 0.25% | No change | 6,205 | $464K |
| WealthCare Investment Partners, LLC | 0.20% | Add +3.8% | 6,179 | $462K |
| Beacon Pointe Advisors, LLC | 0.01% | New | 6,102 | $456K |
| Choreo, LLC | 0.01% | Add +3.1% | 6,076 | $455K |
| Smallwood Wealth Investment Management, LLC | 0.31% | Reduce -84.8% | 6,035 | $451K |
| Gateway Wealth Partners, LLC | 0.12% | Reduce -4.1% | 6,018 | $450K |
| Talon Private Wealth, LLC | 0.09% | Add +121.8% | 5,983 | $447K |
| Bogart Wealth, LLC | 0.02% | Add +16.9% | 5,982 | $447K |
| Hills Bank & Trust Co | 0.03% | New | 5,933 | $443K |
| RoundAngle Advisors LLC | 0.42% | — | 5,930 | $443K |
| Radnor Capital Management, LLC | 0.07% | No change | 5,912 | $442K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 5,900 | $441K |
| Trustmark Bank Trust Department | 0.03% | No change | 5,800 | $433K |
| Chapin Davis, Inc. | 0.14% | No change | 5,527 | $433K |
| Tme Financial, Inc. | 0.40% | — | 5,517 | $432K |
| Broadway Wealth Solutions, Inc. | 0.32% | — | 5,618 | $420K |
| Andrews, Lucia Wealth Management LLC | 0.28% | Add +0.1% | 5,351 | $419K |
| Duncker Streett & Co. Inc. | 0.08% | Reduce -49.7% | 5,611 | $419K |
| McAdam, LLC | 0.02% | Reduce -5.4% | 5,594 | $418K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 5,567 | $416K |
| Thomasville National Bank | 0.03% | Reduce -53.4% | 5,555 | $415K |
| Northstar Group, Inc. | 0.07% | Reduce -9.0% | 5,540 | $414K |
| LFA - Lugano Financial Advisors SA | 0.27% | Reduce -62.7% | 5,471 | $409K |
| Bruce G. Allen Investments, LLC | 0.33% | Add +1.3% | 5,452 | $407K |
| Private Management Group Inc. | 0.01% | No change | 5,449 | $407K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 5,300 | $396K |
| Guidance Capital, Inc. | 0.12% | Add +7.4% | 5,282 | $395K |
| SilverOak Wealth Management LLC | 0.08% | Reduce -6.5% | 5,217 | $390K |
| Poinciana Advisors Group, LLC | 0.39% | — | 5,184 | $387K |
| Dearborn Partners LLC | 0.02% | Reduce -1.6% | 5,161 | $386K |
| Long Island Wealth Management, Inc. | 0.24% | Reduce -33.3% | 5,144 | $384K |
| Savant Capital, LLC | 0.00% | Reduce -4.3% | 5,119 | $383K |
| Ancora Advisors LLC | 0.01% | Reduce -13.5% | 5,098 | $381K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +4.8% | 5,079 | $380K |
| Quadrature Capital Ltd | 0.01% | New | 5,028 | $376K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +88.0% | 5,016 | $375K |
| Flagstar Securities, Inc. | 0.09% | Add +1.1% | 4,939 | $369K |
| MADDEN SECURITIES Corp | 0.15% | Add +7.5% | 4,930 | $368K |
| Forthright Family Wealth Advisory LLC | 0.24% | Reduce -4.5% | 4,871 | $364K |
| Compass Advisory Group LLC | 0.13% | Reduce -12.5% | 4,859 | $363K |
| Lebenthal Global Advisors, LLC | 0.07% | Add +10.6% | 4,831 | $361K |
| WealthTrak Capital Management LLC | 0.30% | — | 4,811 | $360K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -21.4% | 4,808 | $359K |
| Legacy Trust | 0.08% | Reduce -44.0% | 4,780 | $357K |
| Summit Wealth Group, LLC | 0.10% | Reduce -17.9% | 4,782 | $357K |
| Opal Wealth Advisors, LLC | 0.11% | Reduce -5.1% | 4,767 | $356K |
| Redwood Investment Management, LLC | 0.03% | Reduce -3.1% | 4,758 | $356K |
| EWG Elevate Inc. | 0.11% | Add +9.6% | 4,713 | $352K |
| WoodTrust Financial Corp | 0.05% | Add +46.4% | 4,707 | $352K |
| Prosperity Consulting Group, LLC | 0.03% | Add +1.7% | 4,700 | $351K |
| Parallel Advisors, LLC | 0.01% | Reduce -19.1% | 4,682 | $350K |
| Arbor Wealth Advisors LLC | 0.31% | Add +8.0% | 4,668 | $349K |
| Smith, Moore & Co. | 0.03% | Add +13.8% | 4,660 | $348K |
| GFG Capital, LLC | 0.09% | No change | 4,615 | $345K |
| Bath Savings Trust Co | 0.03% | Add +19.9% | 4,598 | $344K |
| TFB Advisors LLC | 0.10% | Add +57.1% | 4,595 | $343K |
| IFG Advisory, LLC | 0.02% | New | 4,575 | $342K |
| EnRich Financial Partners LLC | 0.11% | Add +0.6% | 4,531 | $339K |
| NewEdge Wealth, LLC | 0.01% | Reduce -24.0% | 4,525 | $338K |
| GWN Securities Inc. | 0.09% | — | 4,520 | $338K |
| Loudon Investment Management, LLC | 0.19% | Add +30.7% | 4,515 | $337K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +51.4% | 4,463 | $337K |
| Forum Private Client Group LLC | 0.15% | Reduce -0.5% | 4,494 | $336K |
| Tudor Investment Corporation | 0.00% | New | 4,493 | $336K |
| Olde Wealth Management, LLC | 0.12% | Reduce -0.1% | 4,486 | $335K |
| Optima Capital LLC | 0.23% | — | 4,439 | $332K |
| Center For Asset Management LLC | 0.21% | Reduce -0.5% | 4,432 | $331K |
| Montz Harcus Wealth Management LLC | 0.18% | Reduce -6.8% | 4,428 | $331K |
| Fisher Asset Management | 0.00% | Add +69.7% | 4,420 | $330K |
| Headlands Technologies LLC | 0.03% | New | 4,415 | $330K |
| Godshalk Welsh Capital Management, Inc. | 0.21% | Add +4.9% | 4,394 | $328K |
| Vance Wealth, LLC | 0.13% | Reduce -0.1% | 4,393 | $328K |
| Trilogy Capital Inc. | 0.02% | Add +1.0% | 4,377 | $327K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -57.5% | 4,377 | $327K |
| Gibson Capital, LLC | 0.07% | No change | 4,360 | $326K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -1.5% | 4,301 | $321K |
| Wesbanco Bank Inc. | 0.01% | Reduce -37.0% | 4,228 | $316K |
| Caitlin John, LLC | 0.21% | No change | 4,214 | $315K |
| Summit Wealth & Retirement Planning, Inc. | 0.10% | Reduce -38.2% | 4,180 | $312K |
| LaFleur & Godfrey LLC | 0.04% | Add +5.0% | 4,163 | $311K |
| Anchor Investment Management, LLC | 0.03% | No change | 4,163 | $311K |
| Dakota Community Bank & Trust NA | 1.48% | New | 4,161 | $311K |
| Etesian Wealth Advisors, Inc. | 0.14% | Reduce -12.4% | 4,113 | $307K |
| Panoramic Investment Advisors, LLC | 0.20% | No change | 4,100 | $306K |
| Apexium Financial, LP | 0.02% | Add +0.1% | 4,081 | $305K |
| Liberty Wealth Management LLC | 0.05% | Add +1.2% | 4,053 | $303K |
| PKS Advisory Services, LLC | 0.07% | — | 3,997 | $299K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +21.9% | 3,979 | $297K |
| 2UniFi Bank | 0.20% | — | 3,970 | $297K |
| MPWM Advisory Solutions, LLC | 0.22% | — | 3,969 | $297K |
| Financial Life Advisors | 0.11% | No change | 3,959 | $296K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +19.6% | 3,927 | $293K |
| Compound Planning, Inc. | 0.01% | Reduce -32.3% | 3,916 | $293K |
| WNY Asset Management, LLC | 0.04% | Reduce -20.4% | 3,896 | $291K |
| Golden Road Advisors LLC | 0.22% | Reduce -64.4% | 3,889 | $291K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -0.1% | 3,875 | $290K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +10.4% | 3,832 | $286K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 3,810 | $285K |
| Sand Hill Global Advisors, LLC | 0.01% | No change | 3,806 | $284K |
| HHM Wealth Advisors, LLC | 0.04% | Reduce -32.6% | 3,791 | $283K |
| Acorn Financial Advisory Services Inc. | 0.05% | New | 3,753 | $280K |
| Arcadia Wealth Management, Inc. | 0.24% | — | 3,743 | $280K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +0.9% | 3,717 | $278K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.11% | Add +0.7% | 3,705 | $277K |
| Duncan Williams Asset Management, LLC | 0.11% | Reduce -50.3% | 3,694 | $276K |
| TrueWealth Advisors, LLC | 0.09% | Add +3.3% | 3,684 | $275K |
| Foguth Wealth Management, LLC. | 0.07% | New | 3,677 | $275K |
| Crestwood Advisors Group, LLC | 0.01% | New | 3,675 | $275K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 3,671 | $274K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 3,631 | $271K |
| Jacobson & Schmitt Advisors, LLC | 0.05% | Reduce -98.4% | 3,630 | $271K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.12% | Reduce -20.9% | 3,615 | $270K |
| Woodward Diversified Capital, LLC | 0.20% | Add +19.5% | 3,603 | $269K |
| Foundation Wealth Management, LLC\PA | 0.13% | — | 3,568 | $267K |
| Rf&l Wealth Management, LLC | 0.19% | Reduce -4.6% | 3,555 | $266K |
| TAGStone Capital, Inc. | 0.13% | Add +1.3% | 3,542 | $265K |
| BlackRock, Inc. | 0.00% | Add +25192.9% | 3,541 | $265K |
| Martin Worley Group | 0.16% | — | 3,525 | $263K |
| Bay Capital Advisors, LLC | 0.21% | — | 3,493 | $261K |
| Money Concepts Capital Corp. | 0.02% | Add +19.8% | 3,485 | $260K |
| Balefire, LLC | 0.09% | Reduce -8.8% | 3,482 | $260K |
| S.A. Mason LLC | 0.14% | No change | 3,471 | $259K |
| XTX Topco Ltd | 0.02% | New | 3,464 | $259K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -2.3% | 3,444 | $257K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.2% | 3,421 | $256K |
| Martel Wealth Advisors LLC | 0.05% | Reduce -6.4% | 3,417 | $255K |
| Assetmark, Inc. | 0.00% | Reduce -4.2% | 3,416 | $255K |
| BOK Financial Private Wealth, Inc. | 0.02% | New | 3,382 | $253K |
| Professional Financial Advisors, LLC | 0.06% | Add +1.5% | 3,378 | $252K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 3,367 | $252K |
| Walker Asset Management, LLC | 0.15% | Add +1.2% | 3,362 | $251K |
| Clearstead Advisors, LLC | 0.00% | Add +1.0% | 3,361 | $251K |
| St. Nicholas Private Asset Management, Inc. | 0.22% | — | 3,337 | $249K |
| Brady Martz Wealth Solutions, LLC | 0.06% | — | 3,349 | $247K |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -99.4% | 3,304 | $247K |
| RCS Financial Planning, LLC | 0.13% | New | 3,304 | $247K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 3,276 | $245K |
| Franklin Resources Inc. | 0.00% | Reduce -28.3% | 3,265 | $244K |
| Swisher Financial Concepts, Inc. | 0.29% | Reduce -26.5% | 3,262 | $244K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -25.8% | 3,224 | $241K |
| Investment Advisory Group, LLC | 0.08% | No change | 3,194 | $239K |
| Shepherd Kaplan Krochuk, LLC | 0.20% | No change | 3,193 | $239K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +13.9% | 3,173 | $237K |
| Commons Capital, LLC | 0.21% | New | 3,165 | $237K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +1.3% | 3,161 | $236K |
| IHT Wealth Management, LLC | 0.01% | Reduce -57.0% | 3,149 | $235K |
| Essex Bank | 0.06% | Add +0.6% | 3,141 | $235K |
| Ameriflex Group, Inc. | 0.11% | — | 3,118 | $234K |
| Elevation Capital Advisory, LLC | 0.10% | Reduce -12.1% | 3,126 | $234K |
| Kelly Financial Services LLC | 0.08% | Reduce -45.6% | 3,124 | $233K |
| Wealthspire Retirement, LLC | 0.02% | Add +1.2% | 3,112 | $233K |
| Wela Strategies, Inc. | 0.10% | Reduce -69.8% | 10,173 | $232K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -10.6% | 3,097 | $231K |
| Moors & Cabot, Inc. | 0.01% | Reduce -2.5% | 3,096 | $231K |
| Aegis Wealth Management LLC | 0.16% | — | 3,091 | $231K |
| Vantage Point Financial LLC | 0.12% | — | 3,083 | $230K |
| Sterling Wealth Management, Inc. | 0.09% | Reduce -6.5% | 3,081 | $230K |
| Prestige Wealth Management Group LLC | 0.05% | Add +479.9% | 3,079 | $230K |
| New Covenant Trust Company, N.A. | 0.22% | New | 3,025 | $226K |
| OMNI 360 Wealth, Inc. | 0.15% | Reduce -7.7% | 3,024 | $226K |
| Benjamin Edwards Inc. | 0.00% | Reduce -4.2% | 3,015 | $225K |
| Potomac Fund Management Inc. | 0.01% | — | 3,010 | $225K |
| Crescent Sterling, Ltd. | 0.23% | Reduce -33.8% | 3,000 | $224K |
| Redwood Park Advisors LLC | 0.19% | — | 3,000 | $224K |
| Brightwater Advisory LLC | 0.17% | Add +1.3% | 2,978 | $223K |
| CIBC Private Wealth Group LLC | 0.00% | Add +36.4% | 2,990 | $223K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -37.3% | 2,977 | $222K |
| HF Advisory Group, LLC | 0.10% | Add +5.6% | 2,976 | $222K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.4% | 2,967 | $222K |
| Fermata Advisors, LLC | 0.04% | Reduce -2.9% | 2,945 | $220K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -0.9% | 2,883 | $215K |
| Elm3 Financial Group, LLC | 0.18% | — | 2,870 | $214K |
| Legacy Financial Group LLC | 0.03% | New | 2,850 | $213K |
| Addison Capital Co | 0.08% | Reduce -5.3% | 2,844 | $213K |
| Symphony Financial, Ltd. Co. | 0.03% | No change | 2,831 | $212K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -28.1% | 2,820 | $211K |
| Strategic Family Wealth Counselors, L.L.C. | 0.07% | New | 2,818 | $211K |
| Transcendent Capital Group LLC | 0.11% | No change | 2,810 | $210K |
| Blume Capital Management, Inc. | 0.05% | No change | 2,800 | $209K |
| Commerce Bank | 0.00% | No change | 2,771 | $207K |
| Bison Wealth, LLC | 0.03% | — | 2,757 | $206K |
| Archer Investment Corp | 0.05% | Reduce -4.0% | 2,733 | $204K |
| Rossmore Private Capital | 0.03% | New | 2,716 | $203K |
| Leading Edge Financial Planning LLC | 0.07% | New | 2,700 | $202K |
| WBH Advisory Inc. | 0.02% | Reduce -3.0% | 2,685 | $201K |
| Summit Wealth Partners, LLC | 0.04% | No change | 2,683 | $201K |
| BNC Wealth Management, LLC | 0.07% | New | 2,679 | $200K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 2,679 | $200K |
| Hall Laurie J Trustee | 0.07% | No change | 2,675 | $200K |
| Robinswood Financial LLC | 0.07% | No change | 2,655 | $198K |
| Elevate Wealth Advisory, Inc. | 0.15% | No change | 2,621 | $196K |
| Oarsman Capital, Inc. | 0.03% | Add +15.2% | 2,612 | $195K |
| Kestra Investment Management, LLC | 0.01% | New | 2,496 | $187K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +20.1% | 2,422 | $181K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,307 | $172K |
| Salem Investment Counselors Inc. | 0.01% | Add +0.8% | 2,282 | $171K |
| Twin City Private Wealth, LLC | 0.15% | Reduce -37.2% | 2,215 | $165K |
| United Community Bank | 0.06% | Reduce -31.9% | 2,214 | $165K |
| SOA Wealth Advisors, LLC. | 0.03% | Add +115.6% | 2,206 | $165K |
| Colonial Trust Co / SC | 0.02% | Reduce -17.1% | 2,185 | $163K |
| SBI Securities Co., Ltd. | 0.00% | — | 2,136 | $160K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -0.3% | 2,116 | $158K |
| Richardson Financial Services Inc. | 0.11% | Reduce -48.3% | 2,031 | $152K |
| Private Trust Co. NA | 0.02% | Reduce -37.1% | 1,969 | $147K |
| Guardian Wealth Management, Inc. | 0.09% | Reduce -7.3% | 1,843 | $138K |
| MeadowBrook Investment Advisors LLC | 0.12% | New | 1,825 | $136K |
| West Paces Advisors Inc. | 0.03% | Reduce -4.2% | 1,816 | $136K |
| Accredited Wealth Management, LLC | 0.11% | — | 1,735 | $130K |
| Legacy Investment Solutions, LLC | 0.08% | Add +3.3% | 1,637 | $123K |
| Legacy Wealth Managment, LLC | 0.08% | Add +3.3% | 1,637 | $123K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.5% | 1,640 | $123K |
| Crews Bank & Trust | 0.02% | — | 1,568 | $117K |
| Strategic Investment Solutions, Inc. | 0.04% | No change | 1,521 | $114K |
| Kings Path Partners LLC | 0.05% | Add +43.7% | 1,460 | $109K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -43.0% | 1,385 | $104K |
| Richard W. Paul & Associates, LLC | 0.04% | Add +9.5% | 1,327 | $99K |
| REAP Financial Group, LLC | 0.02% | Reduce -0.5% | 1,316 | $98K |
| Sandy Spring Bank | 0.00% | Reduce -1.8% | 1,311 | $98K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,307 | $98K |
| Tucker Asset Management LLC | 0.02% | Add +248.5% | 1,300 | $97K |
| Townsend Asset Management Corp. /NC/ | 0.03% | Add +37.0% | 1,180 | $88K |
| Transce3nd, LLC | 0.03% | — | 1,170 | $87K |
| Minot DeBlois Advisors LLC | 0.08% | — | 1,123 | $84K |
| Eukles Asset Management | 0.04% | Add +412.0% | 1,106 | $83K |
| Abound Wealth Management | 0.03% | Add +1.3% | 1,083 | $81K |
| NorthRock Partners, LLC | 0.00% | Add +1521.2% | 1,070 | $80K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,032 | $77K |
| Midwest Capital Advisors, LLC | 0.05% | — | 985 | $74K |
| Cedar Mountain Advisors, LLC | 0.02% | Add +3887.5% | 957 | $72K |
| Sugarloaf Wealth Management, LLC | 0.01% | Reduce -10.1% | 927 | $69K |
| Coppell Advisory Solutions LLC | 0.01% | Add +24.5% | 894 | $67K |
| Bell Investment Advisors, Inc | 0.01% | No change | 782 | $58K |
| Rialto Wealth Management, LLC | 0.02% | — | 758 | $57K |
| Cape Investment Advisory, Inc. | 0.02% | Add +47.8% | 748 | $56K |
| Hurley Capital, LLC | 0.04% | — | 741 | $55K |
| Park Square Financial Group, LLC | 0.04% | — | 683 | $51K |
| Financial Connections Group, Inc. | 0.02% | Add +32.0% | 681 | $50K |
| SouthState Bank Corp | 0.00% | No change | 630 | $47K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 610 | $46K |
| North Star Investment Management Corp. | 0.00% | Add +1.3% | 607 | $45K |
| NFSG Corp | 0.01% | New | 600 | $45K |
| Howe & Rusling Inc. | 0.00% | Add +5.8% | 583 | $44K |
| Pacifica Partners Inc. | 0.02% | No change | 554 | $41K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -5.0% | 546 | $41K |
| First Command Advisory Services, Inc. | 0.00% | No change | 540 | $40K |
| Private Capital Management LLC | 0.01% | No change | 520 | $39K |
| Laurel Wealth Advisors LLC | 0.01% | Add +1.2% | 507 | $38K |
| Asset Dedication, LLC | 0.00% | No change | 484 | $36K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 482 | $36K |
| Pittenger & Anderson Inc. | 0.00% | Add +12.2% | 460 | $34K |
| Birchbrook, Inc. | 0.02% | Add +0.2% | 438 | $33K |
| Coastline Trust Co | 0.00% | No change | 405 | $30K |
| FAS Wealth Partners, Inc. | 0.00% | Add +4.0% | 392 | $29K |
| Atlas Capital Advisors Inc. | 0.00% | Reduce -76.0% | 390 | $29K |
| Bangor Savings Bank | 0.00% | No change | 387 | $29K |
| Montag A & Associates Inc. | 0.00% | Add +112.9% | 379 | $28K |
| Front Row Advisors LLC | 0.01% | No change | 375 | $28K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +57.5% | 345 | $26K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 346 | $26K |
| Flagship Wealth Advisors, LLC | 0.01% | — | 334 | $25K |
| LGT Financial Advisors LLC | 0.05% | Reduce -58.1% | 323 | $24K |
| AlphaMark Advisors, LLC | 0.01% | Add +1.7% | 305 | $23K |
| First Financial Corp. | 0.01% | No change | 305 | $23K |
| Beacon Capital Management, LLC | 0.00% | Add +29.7% | 288 | $22K |
| Financial Freedom, LLC | 0.01% | No change | 265 | $20K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 262 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -6.3% | 251 | $19K |
| American National Bank & Trust | 0.00% | Reduce -61.6% | 236 | $18K |
| ORG Partners LLC | 0.00% | New | 234 | $17K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 209 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 200 | $15K |
| Colony Family Offices, LLC | 0.00% | No change | 200 | $15K |
| Hopwood Financial Services, Inc. | 0.01% | — | 189 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 180 | $13K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 176 | $13K |
| Winthrop Capital Management, LLC | 0.00% | New | 178 | $13K |
| Blue Trust, Inc. | 0.00% | Reduce -57.5% | 171 | $13K |
| IMG Wealth Management, Inc. | 0.01% | — | 154 | $11K |
| Valley National Advisers Inc. | 0.00% | No change | 155 | $11K |
| Mb, Levis & Associates, LLC | 0.01% | Add +0.8% | 135 | $10K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 127 | $9K |
| WealthShield Partners, LLC | 0.00% | No change | 126 | $9K |
| Hanson & Doremus Investment Management | 0.00% | Add +1.7% | 122 | $9K |
| McIlrath & Eck, LLC | 0.00% | No change | 117 | $9K |
| Towne Trust Company, N.A | 0.00% | New | 111 | $8K |
| Financial Life Planners | 0.01% | — | 105 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -5.5% | 104 | $8K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +16.9% | 104 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 92 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 90 | $7K |
| Eastern Bank | 0.00% | New | 88 | $7K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 86 | $6K |
| Investors Research Corp | 0.00% | No change | 84 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 77 | $6K |
| Financial Gravity Companies, Inc. | 0.00% | Add +5.6% | 76 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 75 | $6K |
| Concord Wealth Partners | 0.00% | No change | 74 | $6K |
| Rakuten Securities, Inc. | 0.00% | Add +9.8% | 67 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 66 | $5K |
| Synergy Investment Management, LLC | 0.00% | — | 64 | $5K |
| Lindbrook Capital, LLC | 0.00% | No change | 63 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 60 | $4K |
| Manchester Capital Management LLC | 0.00% | No change | 60 | $4K |
| FSA Wealth Management LLC | 0.00% | No change | 59 | $4K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -26.9% | 57 | $4K |
| Covestor Ltd | 0.00% | Add +155.0% | 51 | $4K |
| Financially Speaking Inc | 0.00% | — | 51 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 42 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | — | 37 | $3K |
| Painted Porch Advisors LLC | 0.00% | Reduce -81.5% | 25 | $2K |
| Key Financial Inc | 0.00% | No change | 24 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 23 | $2K |
| Sound Income Strategies, LLC | 0.00% | New | 22 | $2K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 19 | $1K |
| Lanark Financial, Inc. | 0.08% | — | 11 | $879 |
| GeoWealth Management, LLC | 0.00% | Reduce -98.3% | 11 | $822 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $448 |
| SYM FINANCIAL Corp | 0.00% | New | 4 | $299 |
| Islay Capital Management, LLC | 0.00% | No change | 3 | $224 |
| Aventura Private Wealth, LLC | 0.00% | — | 2 | $149 |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.