Vanguard Intermediate-Term BBIVETF
13F holders, Q2 2025 (June 30)932holders +9
65new positions
57sold out
4famous investors
$77.31avg. 13F price*
At the end of Q2 2025, 932 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, up 9 from Q1 2025. 65 opened new positions and 57 sold out. The largest holders were Envestnet Asset Management Inc. ($1.4B), Wells Fargo & Company ($1.2B) and Northwestern Mutual Wealth Management Co. ($704.3M). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 65 | $174.7M |
| Exits | 57 | $140.3M |
All 13F filers, Q1 2025 → Q2 2025: 15,252,822 shares bought and 10,083,512 shares sold, net +5,169,310 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 932 holders
| Envestnet Asset Management Inc. | 0.42% | Add +2.6% | 18,569,598 | $1.4B |
| Wells Fargo & Company | 0.27% | Add +29.4% | 15,858,672 | $1.2B |
| Northwestern Mutual Wealth Management Co. | 0.51% | Add +5.3% | 9,106,889 | $704.3M |
| Goldman Sachs Group Inc. | 0.11% | Add +12.5% | 8,967,305 | $693.5M |
| Morgan Stanley | 0.03% | Add +1.3% | 6,335,742 | $490.0M |
| Bank of America Corp. | 0.04% | Reduce -2.4% | 6,332,322 | $489.7M |
| EP Wealth Advisors, LLC | 3.09% | Add +12.6% | 6,071,963 | $469.6M |
| LPL Financial LLC | 0.12% | Add +7.3% | 4,821,371 | $372.9M |
| True Link Financial Advisors, LLC | 24.35% | Add +3.6% | 4,562,493 | $352.9M |
| Ameriprise Financial Inc. | 0.08% | Add +1.2% | 3,977,300 | $307.6M |
| Baird Financial Group, Inc. | 0.48% | Add +5.5% | 3,562,434 | $275.5M |
| Mather Group, Llc. | 2.59% | Add +3.2% | 3,141,376 | $243.0M |
| United Capital Financial Advisors, LLC | 1.93% | Add +6.0% | 3,079,264 | $238.2M |
| Tiaa Trust, National Association | 0.48% | Add +23.4% | 2,372,485 | $183.5M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Reduce -6.3% | 2,190,464 | $169.4M |
| Lincoln National Corp. | 4.63% | Reduce -2.2% | 1,975,344 | $152.8M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +12.3% | 1,979,402 | $151.9M |
| Raymond James Financial Inc. | 0.05% | Add +20.1% | 1,923,304 | $148.7M |
| Osaic Holdings, Inc. | 0.26% | Reduce -10.8% | 1,867,130 | $144.4M |
| Jones Financial Companies LLLP | 0.11% | Add +12.2% | 1,861,338 | $143.5M |
| Royal Bank of Canada | 0.03% | Reduce -4.9% | 1,815,462 | $140.4M |
| Mariner, LLC | 0.18% | Add +2.4% | 1,653,331 | $127.9M |
| Retirement Investment Advisors, Inc. | 11.34% | Add +4.4% | 1,630,295 | $126.1M |
| FMR LLC | 0.01% | Reduce -5.3% | 1,515,601 | $117.2M |
| UBS Group AG | 0.02% | Reduce -3.2% | 1,435,519 | $111.0M |
| Diana Davis Spencer Foundation | 37.78% | No change | 1,426,000 | $110.3M |
| Beacon Capital Management, Inc. | 5.36% | Reduce -77.7% | 1,345,543 | $104.1M |
| Bank of New York Mellon Corp | 0.02% | Reduce -0.4% | 1,322,819 | $102.3M |
| Comerica Bank | 0.40% | Add +5.1% | 1,320,899 | $102.2M |
| Cetera Investment Advisers | 0.17% | Add +9.0% | 1,291,646 | $99.9M |
| Efficient Advisors, LLC | 5.88% | Reduce -0.5% | 1,277,480 | $98.8M |
| Commonwealth Equity Services, LLC | 0.11% | Add +14.7% | 1,094,160 | $84.6M |
| American Trust | 7.73% | New | 1,061,008 | $82.1M |
| Peapack Gladstone Financial Corp. | 1.15% | Reduce -0.3% | 1,051,867 | $81.4M |
| Truist Financial Corp. | 0.11% | Add +1.8% | 972,752 | $75.2M |
| US Bancorp \de | 0.09% | Add +2.1% | 923,744 | $71.4M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Reduce -1.1% | 873,950 | $67.6M |
| BCM Advisors, LLC | 14.38% | Add +1.7% | 876,595 | $67.6M |
| Cerity Partners LLC | 0.12% | Add +5.4% | 835,852 | $64.6M |
| Bank of Montreal | 0.03% | Add +0.4% | 813,599 | $62.9M |
| Zhang Financial LLC | 2.87% | Add +21.8% | 804,530 | $62.2M |
| Wit, LLC | 1.50% | Reduce -6.6% | 783,879 | $60.6M |
| Vanguard Group Inc. | 0.00% | Add +9.9% | 772,041 | $59.7M |
| Family Investment Center, Inc. | 12.26% | Add +7.2% | 699,924 | $54.1M |
| Reliant Wealth Planning | 20.53% | Add +0.8% | 679,989 | $52.6M |
| Cranbrook Wealth Management, LLC | 10.80% | Reduce -0.2% | 654,680 | $50.6M |
| Creative Planning | 0.04% | Add +20.8% | 606,890 | $46.9M |
| Sage Financial Management Group, Inc. | 16.07% | Reduce -10.9% | 600,438 | $46.4M |
| Francis Financial, Inc. | 10.43% | Add +1.5% | 583,192 | $45.1M |
| World Investment Advisors | 0.98% | Add +4.3% | 558,349 | $43.2M |
| MML Investors Services, LLC | 0.12% | Reduce -9.5% | 555,064 | $42.9M |
| Verus Financial Partners, Inc. | 4.36% | Add +2.8% | 558,110 | $42.8M |
| Badgley Phelps Wealth Managers, LLC | 0.94% | Add +0.5% | 548,651 | $42.4M |
| Discipline Wealth Solutions, LLC | 16.05% | Add +7.8% | 541,909 | $41.9M |
| Mfa Wealth Advisors, LLC | 9.76% | Reduce -4.5% | 537,925 | $41.6M |
| Janney Montgomery Scott LLC | 0.11% | Add +12.9% | 530,319 | $41.0M |
| Cannon Financial Strategists, Inc. | 6.39% | Add +13.4% | 523,393 | $40.5M |
| HighTower Advisors, LLC | 0.05% | Add +1.1% | 523,311 | $40.5M |
| Farther Finance Advisors, LLC | 0.81% | Reduce -1.3% | 519,845 | $40.2M |
| Cornerstone Planning Group LLC | 8.08% | Add +7.3% | 511,320 | $39.6M |
| Cary Street Partners Financial LLC | 1.05% | Add +3.0% | 523,825 | $37.5M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.79% | Add +0.5% | 484,551 | $37.5M |
| Willow Creek Wealth Management Inc. | 3.33% | Add +0.2% | 479,154 | $37.1M |
| Cooper Financial Group | 4.34% | Add +8.7% | 476,676 | $36.9M |
| Penserra Capital Management LLC | 0.51% | Add +152.8% | 473,571 | $36.6M |
| Modera Wealth Management, LLC | 0.45% | Reduce -2.0% | 465,099 | $36.0M |
| JPMorgan Chase & Co. | 0.00% | Add +5.1% | 448,709 | $34.7M |
| Stifel Financial Corp. | 0.03% | Add +0.7% | 447,990 | $34.6M |
| Greystone Financial Group, LLC | 5.68% | Add +45.2% | 445,701 | $34.5M |
| Burt Wealth Advisors | 7.87% | Add +3.3% | 444,925 | $34.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -1.0% | 439,152 | $34.0M |
| Seneschal Advisors, LLC | 26.59% | Add +2.6% | 435,913 | $33.7M |
| BetterWealth, LLC | 8.45% | Add +5.2% | 426,604 | $33.0M |
| Pinkerton Wealth, LLC | 3.90% | Add +11.2% | 423,078 | $32.7M |
| Everhart Financial Group, Inc. | 3.74% | Reduce -13.0% | 418,808 | $32.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 10.12% | Add +17.3% | 418,329 | $32.4M |
| LVW Advisors, LLC | 3.40% | Add +4.2% | 392,430 | $30.4M |
| Gordian Advisors LLC | 21.56% | Add +2.4% | 389,565 | $30.1M |
| Avior Wealth Management, LLC | 1.04% | Add +0.4% | 389,373 | $30.1M |
| Brighton Securities Corp. | 16.11% | Reduce -27.7% | 381,089 | $29.5M |
| Rosenberg Matthew Hamilton | 6.75% | Reduce -6.8% | 375,078 | $29.0M |
| Private Advisor Group, LLC | 0.15% | Add +5.1% | 363,125 | $28.1M |
| Geneos Wealth Management Inc. | 0.68% | Add +2.9% | 360,206 | $27.9M |
| Wealthfront Advisers LLC | 0.07% | Reduce -15.1% | 355,667 | $27.5M |
| Captrust Financial Advisors | 0.06% | Add +461.7% | 355,394 | $27.5M |
| Roundview Capital LLC | 1.82% | Add +1.8% | 351,692 | $27.2M |
| Strategic Advocates LLC | 7.95% | Add +0.2% | 346,170 | $26.8M |
| Midwest Trust Co | 0.36% | — | 339,264 | $26.2M |
| Ballentine Capital Advisors, Inc | 11.98% | Reduce -0.2% | 326,792 | $25.3M |
| First National Bank & Trust Co. of Newtown | 5.02% | Add +0.2% | 324,141 | $25.1M |
| Acorn Creek Capital LLC | 10.35% | Add +11.3% | 322,252 | $24.9M |
| Scott Capital Advisors, LLC | 6.75% | Add +2.3% | 324,630 | $24.9M |
| Stephens Inc. | 0.34% | Add +38.1% | 318,561 | $24.6M |
| Windward Private Wealth Management Inc. | 8.71% | Add +3.4% | 312,463 | $24.2M |
| SMI Advisory Services, LLC | 4.64% | Add +3.4% | 314,776 | $24.0M |
| FPC Investment Advisory, Inc. | 14.75% | Add +9.1% | 306,303 | $23.6M |
| Wescott Financial Advisory Group, LLC | 2.21% | Add +5.9% | 299,186 | $23.1M |
| Financial Engines Advisors L.L.C. | 0.05% | Reduce -26.0% | 297,459 | $23.0M |
| Schiavi & Co LLC | 7.40% | Add +0.3% | 282,139 | $21.8M |
| Trustmark Bank Trust Department | 1.50% | Add +4229.8% | 281,002 | $21.7M |
| First Merchants Corp. | 0.84% | Add +4.7% | 280,173 | $21.7M |
| Citigroup Inc. | 0.01% | Reduce -0.1% | 274,066 | $21.2M |
| Seeds Investor LLC | 4.86% | Add +15.4% | 267,846 | $20.7M |
| ForthRight Wealth Management, LLC | 6.38% | Reduce -3.4% | 264,520 | $20.5M |
| Brewster Financial Planning LLC | 13.75% | Add +4.4% | 263,510 | $20.4M |
| Betterment LLC | 0.04% | Add +5.6% | 263,024 | $20.3M |
| American Money Management, LLC | 3.53% | Add +5.8% | 258,330 | $20.0M |
| Hoge Financial Services, LLC | 12.11% | Add +7.9% | 250,661 | $19.5M |
| MAI Capital Management | 0.14% | Add +4.9% | 251,326 | $19.4M |
| Prime Capital Investment Advisors, LLC | 0.26% | Reduce -19.4% | 249,313 | $19.3M |
| Lodestar Private Asset Management LLC | 2.18% | Add +8.1% | 244,431 | $18.9M |
| Natixis Advisors, LLC | 0.03% | Add +6.2% | 243,888 | $18.9M |
| Orion Porfolio Solutions, LLC | 0.16% | Reduce -19.1% | 242,656 | $18.8M |
| Consolidated Portfolio Review Corp | 2.59% | Reduce -2.8% | 241,902 | $18.7M |
| Human Investing LLC | 2.81% | Add +3.9% | 230,456 | $17.8M |
| Retirement Capital Strategies | 6.98% | Add +77.8% | 227,780 | $17.6M |
| CreativeOne Wealth, LLC | 0.46% | Reduce -2.7% | 224,940 | $17.4M |
| Jane Street Group, LLC | 0.03% | New | 220,951 | $17.1M |
| Keyes, Stange & Wooten Wealth Management, LLC | 8.87% | Add +23.6% | 220,905 | $17.1M |
| Silver Coast Investments LLC | 6.17% | Add +0.7% | 219,684 | $17.0M |
| Certified Advisory Corp | 1.76% | Add +5.4% | 219,076 | $16.9M |
| Smithfield Trust Co | 0.80% | Reduce -5.1% | 218,929 | $16.9M |
| Parkside Financial Bank & Trust | 1.81% | Add +0.2% | 217,528 | $16.8M |
| Heartwood Wealth Advisors LLC | 1.75% | Add +0.1% | 216,271 | $16.7M |
| Great Valley Advisor Group, Inc. | 0.37% | Add +13.9% | 213,589 | $16.5M |
| Darrow Company, Inc. | 8.28% | Add +2.6% | 211,429 | $16.4M |
| Brown Wealth Management, LLC | 4.92% | Add +16.4% | 204,907 | $15.8M |
| Atria Wealth Solutions, Inc. | 0.35% | Reduce -51.7% | 199,045 | $15.4M |
| Pacific Capital Wealth Advisors, Inc. | 2.81% | Add +24.9% | 200,187 | $15.3M |
| Capital Insight Partners, LLC | 2.64% | Reduce -7.1% | 196,445 | $15.2M |
| NewSquare Capital LLC | 1.09% | Add +1.6% | 190,063 | $14.7M |
| Clark Asset Management, LLC | 1.99% | Add +7.2% | 189,189 | $14.6M |
| NewEdge Advisors, LLC | 0.07% | Add +1.8% | 188,153 | $14.6M |
| Cambridge Capital Management, LLC | 7.74% | Add +78.7% | 186,583 | $14.4M |
| Tumwater Wealth Management, LLC | 6.61% | Reduce -0.1% | 183,884 | $14.2M |
| Kestra Advisory Services, LLC | 0.07% | Add +1.4% | 180,569 | $14.0M |
| Associated Banc-Corp | 0.40% | Add +4.7% | 180,468 | $14.0M |
| MBA Advisors LLC | 6.44% | Add +1.8% | 180,456 | $14.0M |
| Allworth Financial LP | 0.07% | Reduce -3.2% | 178,944 | $13.8M |
| Yeomans Consulting Group, Inc. | 5.51% | Reduce -27.6% | 173,252 | $13.3M |
| CHB Investment Group, LLC | 6.74% | Reduce -1.2% | 170,970 | $13.2M |
| Conquis Financial LLC | 12.79% | Reduce -1.0% | 170,374 | $13.2M |
| TD Private Client Wealth LLC | 0.32% | Reduce -6.3% | 167,432 | $12.9M |
| Ashton Thomas Private Wealth, LLC | 0.46% | Add +1.0% | 167,148 | $12.9M |
| Bank of Stockton | 3.84% | Reduce -20.2% | 166,646 | $12.9M |
| Atria Investments, Inc | 0.15% | Add +35.1% | 165,859 | $12.8M |
| Merit Financial Group, LLC | 0.14% | Add +97.9% | 164,559 | $12.7M |
| M&T Bank Corp | 0.04% | Add +17.2% | 164,215 | $12.7M |
| Lido Advisors, LLC | 0.07% | Reduce -0.5% | 162,770 | $12.6M |
| FC Advisory LLC | 3.86% | Add +0.9% | 161,767 | $12.5M |
| Austin Asset Management Co Inc | 2.52% | Add +2.3% | 160,984 | $12.5M |
| &partners | 0.10% | Reduce -16.5% | 160,798 | $12.4M |
| City State Bank | 3.79% | Reduce -1.8% | 156,251 | $12.1M |
| Mgo One Seven LLC | 0.39% | Add +7.8% | 155,811 | $12.1M |
| Neumann Capital Management, LLC | 3.71% | Add +7.4% | 152,466 | $11.8M |
| Burney Co./ | 0.40% | Add +0.4% | 152,066 | $11.8M |
| DAVENPORT & Co LLC | 0.06% | Add +1.2% | 149,918 | $11.6M |
| Brookstone Capital Management | 0.15% | Add +9.6% | 148,092 | $11.5M |
| GAMMA Investing LLC | 0.72% | Add +47.6% | 146,794 | $11.4M |
| Corient Private Wealth LP | 0.02% | Add +18.4% | 146,432 | $11.3M |
| Fiduciary Financial Group, LLC | 2.02% | Add +1.5% | 144,758 | $11.1M |
| Avantax Advisory Services, Inc. | 0.06% | Add +10.6% | 143,702 | $11.1M |
| Rockefeller Capital Management L.P. | 0.02% | Add +2.5% | 142,808 | $11.0M |
| Asset Management Group, Inc. | 1.91% | Reduce -0.3% | 141,909 | $11.0M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Add +1.5% | 141,743 | $11.0M |
| Grey Fox Wealth Advisors, LLC | 2.56% | Add +62.8% | 139,009 | $10.8M |
| Greenup Street Wealth Management LLC | 1.85% | Reduce -4.5% | 137,338 | $10.6M |
| Stephenson & Company, Inc. | 6.41% | Add +1.1% | 136,437 | $10.6M |
| rebel Financial LLC | 4.80% | — | 136,077 | $10.5M |
| Fifth Third Bancorp | 0.04% | Reduce -5.2% | 135,656 | $10.5M |
| Gemmer Asset Management LLC | 0.93% | Add +5.4% | 135,515 | $10.5M |
| San Luis Wealth Advisors LLC | 2.25% | Add +35.6% | 135,242 | $10.5M |
| Bokf, NA | 0.17% | Add +9.8% | 134,574 | $10.4M |
| Ameritas Investment Partners, Inc. | 0.33% | Add +3.7% | 133,908 | $10.4M |
| Safir Wealth Advisors, LLC | 7.51% | Add +1.1% | 132,411 | $10.2M |
| Galvin, Gaustad & Stein, LLC | 0.88% | Add +6.6% | 130,047 | $10.1M |
| Exchange Traded Concepts, LLC | 0.13% | Add +198.7% | 129,168 | $10.0M |
| Sigma Planning Corp | 0.30% | Reduce -3.0% | 128,934 | $10.0M |
| Fiduciary Wealth Partners, LLC | 9.37% | New | 128,640 | $9.9M |
| Mustard Seed Financial, LLC | 7.12% | Add +4.1% | 127,802 | $9.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +8.3% | 126,566 | $9.8M |
| Nwam LLC | 0.57% | Add +32.4% | 126,027 | $9.7M |
| Phillips Financial Management, LLC | 0.70% | Reduce -3.1% | 125,053 | $9.7M |
| Vestmark Advisory Solutions, Inc. | 0.14% | Reduce -8.4% | 124,834 | $9.7M |
| MA Private Wealth | 1.72% | Reduce -1.5% | 124,348 | $9.6M |
| Systelligence, LLC | 1.78% | Add +12.8% | 124,295 | $9.6M |
| Richmond Brothers, Inc. | 6.12% | Reduce -32.8% | 120,855 | $9.3M |
| Cornerstone Wealth Management, LLC | 0.57% | Add +4.6% | 120,802 | $9.3M |
| Retirement Planning Group, LLC | 0.39% | Add +4.1% | 120,005 | $9.3M |
| Fund Evaluation Group, LLC | 0.35% | New | 118,369 | $9.2M |
| Verde Capital Management | 2.25% | Add +5.4% | 117,968 | $9.1M |
| EverSource Wealth Advisors, LLC | 0.41% | Reduce -2.0% | 116,406 | $9.0M |
| Avantax Planning Partners, Inc. | 0.28% | Reduce -2.8% | 115,761 | $9.0M |
| SigFig Wealth Management, LLC | 0.29% | Add +3.3% | 115,603 | $8.9M |
| Fonville Wealth Management LLC | 2.23% | Add +6.7% | 113,897 | $8.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.3% | 113,755 | $8.8M |
| Destiny Wealth Partners, LLC | 1.17% | Add +50.4% | 113,032 | $8.7M |
| Carl P. Sherr & Co., LLC | 4.37% | Add +13.7% | 111,862 | $8.7M |
| Blair William & Co. | 0.02% | Add +4.4% | 110,041 | $8.5M |
| Focus Partners Wealth | 0.02% | Add +55.4% | 108,681 | $8.4M |
| Hanover Advisors Inc. | 3.35% | Reduce -7.3% | 106,232 | $8.2M |
| Sterling Financial Planning, Inc. | 2.72% | Add +3.8% | 105,275 | $8.1M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -55.4% | 104,608 | $8.1M |
| Stephen J. Garry & Associates, LLC | 6.77% | Reduce -3.0% | 101,267 | $7.8M |
| Tillman Hartley LLC | 2.19% | Reduce -24.8% | 99,966 | $7.7M |
| Sovereign Investment Advisors, LLC | 2.12% | Add +4.1% | 99,588 | $7.7M |
| VCI Wealth Management LLC | 2.64% | Add +12.9% | 97,649 | $7.6M |
| Synovus Financial Corp. | 0.09% | Add +1.6% | 97,624 | $7.6M |
| Refined Wealth Management | 5.17% | Add +0.2% | 97,222 | $7.5M |
| Clarity Wealth Advisors, LLC | 1.84% | Add +5.0% | 96,449 | $7.5M |
| Precision Wealth Strategies, LLC | 2.42% | New | 96,279 | $7.4M |
| Advisors Preferred, LLC | 1.23% | New | 96,638 | $7.4M |
| IFG Advisors, LLC | 1.25% | Add +17.5% | 96,191 | $7.4M |
| Capital Group Private Client Services, Inc. | 0.06% | New | 95,114 | $7.4M |
| J.W. Cole Advisors, Inc. | 0.16% | Add +69.1% | 94,672 | $7.3M |
| Parkworth Wealth Management, Inc. | 5.20% | Add +1.5% | 93,079 | $7.2M |
| Compass Planning Associates Inc | 6.59% | Add +33.4% | 92,822 | $7.2M |
| Parker Financial LLC | 3.08% | Add +4.3% | 92,235 | $7.1M |
| Continuum Advisory, LLC | 0.85% | Add +0.8% | 90,892 | $7.0M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -6.7% | 90,035 | $7.0M |
| Consilium Wealth Advisory, LLC | 2.94% | Add +1.1% | 89,994 | $7.0M |
| Cutler Investment Counsel LLC | 0.77% | Add +0.6% | 89,780 | $6.9M |
| Aptus Capital Advisors, LLC | 0.07% | Reduce -12.0% | 89,597 | $6.9M |
| Joel Isaacson & Co., LLC | 0.28% | Add +0.4% | 89,189 | $6.9M |
| Evolution Advisers, Inc. | 3.34% | Add +5.0% | 88,135 | $6.8M |
| Evergreen Wealth Management, LLC | 3.80% | Add +16.4% | 87,560 | $6.8M |
| Mitchell McLeod Pugh & Williams Inc. | 1.26% | Add +38.2% | 87,257 | $6.7M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +20.4% | 87,099 | $6.7M |
| Wealth Advisory Team LLC | 6.17% | — | 85,264 | $6.6M |
| Patton Albertson Miller Group, LLC | 0.87% | Add +3.6% | 85,104 | $6.6M |
| Bay Harbor Wealth Management, LLC | 1.90% | Reduce -1.4% | 84,665 | $6.5M |
| MassMutual Private Wealth & Trust, FSB | 0.17% | Add +5.7% | 83,276 | $6.4M |
| Snowden Capital Advisors LLC | 0.19% | Add +2.1% | 82,378 | $6.4M |
| Conrad Siegel Investment Advisors, Inc. | 1.43% | Add +260.7% | 82,272 | $6.4M |
| Mutual Advisors, LLC | 0.16% | Add +24.4% | 82,005 | $6.3M |
| Raffa Wealth Management, LLC | 1.24% | Add +0.7% | 80,224 | $6.2M |
| TrueWealth Financial Partners | 3.41% | Reduce -23.8% | 79,926 | $6.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.4% | 79,872 | $6.2M |
| Silver Oak Advisory Group, Inc. | 2.97% | Add +9.1% | 79,266 | $6.1M |
| Bernardo Wealth Planning LLC | 1.33% | Add +5.9% | 79,003 | $6.1M |
| Renaissance Technologies | 0.01% | New | 78,500 | $6.1M |
| Fifth Third Securities, Inc. | 0.45% | Add +8.1% | 77,975 | $6.0M |
| Rossby Financial, LCC | 2.26% | Add +0.9% | 77,848 | $6.0M |
| Pinnacle Financial Partners Inc | 0.13% | Add +0.5% | 77,405 | $6.0M |
| LexAurum Advisors, LLC | 0.95% | Reduce -5.6% | 77,360 | $6.0M |
| Country Trust Bank | 0.13% | No change | 77,000 | $6.0M |
| D.A. Davidson & Co. | 0.04% | Add +6.1% | 76,723 | $5.9M |
| Milestone Investment Advisors LLC | 1.53% | Add +6.8% | 75,877 | $5.9M |
| Hurlow Wealth Management Group, Inc. | 1.66% | Add +23.6% | 75,767 | $5.9M |
| Clarity Capital Advisors, LLC | 3.41% | Add +6.5% | 75,489 | $5.8M |
| Genesis Private Wealth, LLC | 2.72% | Add +0.8% | 74,662 | $5.8M |
| Redhawk Wealth Advisors, Inc. | 0.71% | New | 73,694 | $5.7M |
| Intergy Private Wealth, LLC | 1.93% | Reduce -2.4% | 73,195 | $5.7M |
| First Heartland Consultants, Inc. | 0.50% | Add +0.6% | 72,568 | $5.6M |
| Deutsche Bank AG | 0.00% | Add +23.0% | 71,072 | $5.5M |
| Sovereign Financial Group, Inc. | 1.13% | Add +5.6% | 71,036 | $5.5M |
| Leeward Financial Partners, LLC | 1.72% | Add +1.6% | 70,002 | $5.4M |
| Cape Cod Five Cents Savings Bank | 0.49% | No change | 67,689 | $5.3M |
| CW Advisors, LLC | 0.05% | Reduce -1.9% | 68,223 | $5.3M |
| Momentum Wealth Planning, LLC | 4.57% | — | 68,223 | $5.3M |
| Good Life Advisors, LLC | 0.33% | Reduce -7.6% | 67,651 | $5.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.34% | Add +4.4% | 66,603 | $5.2M |
| PCG Asset Management, LLC | 4.37% | Add +0.3% | 65,745 | $5.1M |
| Lionshead Wealth Management, LLC | 4.66% | Add +5.6% | 65,331 | $5.1M |
| Arax Advisory Partners | 0.23% | Add +2.4% | 64,510 | $5.0M |
| Prostatis Group LLC | 1.44% | Reduce -13.1% | 64,831 | $5.0M |
| Planned Solutions, Inc. | 1.89% | Reduce -0.3% | 63,774 | $4.9M |
| Tritonpoint Wealth, LLC | 0.45% | Reduce -2.5% | 63,205 | $4.9M |
| Hardy Reed LLC | 0.39% | Add +3.7% | 63,198 | $4.9M |
| WNY Asset Management, LLC | 0.54% | Add +7.7% | 63,028 | $4.9M |
| Spire Wealth Management | 0.18% | Reduce -3.3% | 63,019 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.09% | Add +19.3% | 63,006 | $4.9M |
| Barclays PLC | 0.00% | Reduce -2.2% | 62,714 | $4.9M |
| WealthCollab, LLC | 2.69% | Add +1.9% | 61,810 | $4.8M |
| HUB Investment Partners, LLC | 0.17% | Reduce -6.5% | 61,145 | $4.7M |
| Jacobsen Capital Management | 1.74% | Reduce -0.0% | 61,073 | $4.7M |
| ESL Trust Services, LLC | 0.96% | Reduce -3.2% | 60,692 | $4.7M |
| Diversified Portfolios, Inc. | 0.45% | Reduce -15.2% | 60,530 | $4.7M |
| Park National Corp. | 0.15% | Add +0.1% | 60,199 | $4.7M |
| Granite Harbor Advisors, Inc. | 2.18% | Reduce -1.1% | 59,939 | $4.6M |
| Oak Hill Wealth Advisors, LLC | 0.96% | Add +9.0% | 60,324 | $4.6M |
| Arcataur Capital Management LLC | 1.44% | Add +52.0% | 59,512 | $4.6M |
| Prospera Financial Services Inc | 0.08% | Reduce -7.8% | 58,810 | $4.6M |
| Naples Global Advisors, LLC | 0.39% | Add +46.5% | 58,292 | $4.5M |
| StoneX Group Inc. | 0.22% | Add +12.6% | 58,082 | $4.5M |
| Harbour Trust & Investment Management Co | 0.50% | Add +1.8% | 57,926 | $4.5M |
| Bessemer Group Inc. | 0.01% | Add +4.2% | 56,499 | $4.4M |
| Hohimer Wealth Management, LLC | 0.78% | Reduce -11.8% | 56,214 | $4.3M |
| Aspire Private Capital, LLC | 1.01% | Reduce -2.3% | 56,095 | $4.3M |
| Family Legacy, Inc. | 1.41% | Add +0.0% | 56,009 | $4.3M |
| Centennial Bank | 1.80% | Reduce -3.1% | 55,394 | $4.3M |
| Orrstown Financial Services Inc. | 0.88% | Add +3.5% | 54,253 | $4.2M |
| Arcadia Wealth Management, LLC | 1.83% | Add +5.5% | 53,992 | $4.2M |
| Amplius Wealth Advisors, LLC | 0.39% | Reduce -8.7% | 53,849 | $4.2M |
| CoreCap Advisors, LLC | 0.16% | Reduce -0.7% | 52,417 | $4.1M |
| Capital Advisory Group Advisory Services, LLC | 1.45% | Add +1.8% | 51,975 | $4.0M |
| Mach-1 Financial Group, LLC | 1.17% | Add +45.1% | 51,869 | $4.0M |
| Smart Money Group LLC | 1.24% | Add +13.4% | 51,280 | $4.0M |
| Balance Wealth Partners LLC | 2.30% | Reduce -1.4% | 50,711 | $3.9M |
| Integrated Advisors Network LLC | 0.17% | Reduce -3.8% | 49,559 | $3.8M |
| White Lighthouse Investment Management Inc. | 0.62% | Reduce -0.1% | 49,331 | $3.8M |
| Larson Financial Group LLC | 0.15% | Reduce -22.3% | 48,937 | $3.8M |
| Red Wave Investments LLC | 1.23% | Reduce -2.9% | 48,327 | $3.7M |
| Brown Advisory Inc. | 0.00% | Reduce -1.5% | 47,594 | $3.7M |
| Capital Analysts, LLC | 0.12% | Add +5.0% | 46,882 | $3.6M |
| Jim Saulnier & Associates, LLC | 2.46% | Reduce -7.5% | 46,593 | $3.6M |
| Uptown Financial Advisors LLC | 3.32% | Reduce -3.7% | 46,141 | $3.6M |
| Meridian Financial Partners LLC | 1.63% | Add +5.2% | 44,743 | $3.5M |
| Elevated Capital Advisors, LLC | 0.96% | No change | 44,895 | $3.4M |
| Warwick Investment Management, Inc. | 0.67% | Reduce -19.4% | 44,340 | $3.4M |
| First Horizon Advisors, Inc. | 0.09% | Add +2.0% | 44,320 | $3.4M |
| Perigon Wealth Management, LLC | 0.08% | Add +4.6% | 44,075 | $3.4M |
| Aureus Asset Management, LLC | 0.22% | Add +3.6% | 43,914 | $3.4M |
| Kickstand Ventures, Llc. | 0.79% | Reduce -2.3% | 43,638 | $3.4M |
| Kelman-Lazarov, Inc. | 0.54% | Reduce -4.0% | 43,053 | $3.3M |
| St. Louis Trust Co | 0.44% | Reduce -0.5% | 42,920 | $3.3M |
| Secure Asset Management, LLC | 0.61% | New | 42,670 | $3.3M |
| Tranquilli Financial Advisor LLC | 2.02% | Reduce -14.4% | 42,173 | $3.3M |
| Sagace Wealth Management LLC | 2.43% | Reduce -1.2% | 42,104 | $3.3M |
| Westfuller Advisors, LLC | 1.84% | Add +0.6% | 41,797 | $3.2M |
| Investments & Financial Planning, LLC | 1.84% | Add +3.1% | 41,296 | $3.2M |
| RS Crum Inc. | 0.76% | Reduce -8.9% | 40,962 | $3.2M |
| Manuka Financial, LLC | 1.67% | Reduce -3.3% | 39,630 | $3.1M |
| Sterling Investment Management, LLC | 2.03% | Reduce -2.2% | 39,546 | $3.1M |
| Midwest Financial Network, LLC | 3.03% | Reduce -3.5% | 39,432 | $3.0M |
| Waller Financial Planning Group, Inc. | 0.73% | Add +12.6% | 39,286 | $3.0M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.3% | 38,466 | $3.0M |
| Valmark Advisers, Inc. | 0.04% | Add +1.1% | 38,274 | $3.0M |
| Joseph P. Lucia & Associates, LLC | 1.20% | Add +1.5% | 38,052 | $2.9M |
| Eclectic Associates Inc. | 0.64% | Reduce -2.6% | 38,031 | $2.9M |
| C M Bidwell & Associates Ltd. | 1.52% | Reduce -0.1% | 37,812 | $2.9M |
| Austin Private Wealth, LLC | 0.23% | Reduce -72.6% | 37,421 | $2.9M |
| Parr McKnight Wealth Management Group, LLC | 0.39% | Add +16.4% | 36,978 | $2.9M |
| New Hampshire Trust | 0.60% | Reduce -1.4% | 36,936 | $2.9M |
| Pathstone Holdings, LLC | 0.01% | Add +33.6% | 36,595 | $2.8M |
| Wela Strategies, Inc. | 1.09% | Reduce -0.6% | 35,685 | $2.8M |
| BLB&B Advisors, LLC | 0.13% | Add +3.8% | 35,646 | $2.8M |
| Harel Insurance Investments & Financial Services Ltd. | 0.03% | No change | 35,470 | $2.7M |
| Nabity-Jensen Investment Management Inc | 2.02% | Add +0.9% | 35,417 | $2.7M |
| Ascent Group, LLC | 0.11% | Reduce -6.9% | 35,145 | $2.7M |
| Revisor Wealth Management LLC | 0.97% | Reduce -1.0% | 34,936 | $2.7M |
| KMG Fiduciary Partners, LLC | 0.20% | Add +1.8% | 34,218 | $2.6M |
| Houlihan Financial Resource Group, Ltd. | 1.09% | Reduce -0.2% | 34,119 | $2.6M |
| MidAtlantic Capital Management, Inc. | 1.86% | Add +4.5% | 33,842 | $2.6M |
| PFG Investments, LLC | 0.15% | Add +3.1% | 33,707 | $2.6M |
| Wealth Management Associates, Inc. | 1.01% | Add +3.2% | 33,691 | $2.6M |
| Level Four Advisory Services, LLC | 0.10% | Add +7.6% | 33,529 | $2.6M |
| TSA Wealth Managment LLC | 0.94% | Add +1.8% | 33,434 | $2.6M |
| Moisand Fitzgerald Tamayo, LLC | 0.33% | Reduce -89.6% | 33,287 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -6.8% | 33,166 | $2.6M |
| Caliber Wealth Management, LLC / KS | 0.28% | Reduce -0.8% | 33,083 | $2.6M |
| BancFirst Trust & Investment Management | 1.19% | Add +10.6% | 33,142 | $2.6M |
| Werba Rubin Papier Wealth Management | 0.48% | Add +2.3% | 32,826 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.17% | Add +0.8% | 32,739 | $2.5M |
| Matisse Capital | 1.20% | No change | 32,732 | $2.5M |
| Physician Wealth Solutions Inc. | 1.14% | Reduce -9.2% | 31,920 | $2.5M |
| Retirement Wealth Solutions LLC | 1.75% | Reduce -3.4% | 31,034 | $2.4M |
| Bank of Hawaii | 0.12% | Add +4.3% | 30,028 | $2.3M |
| Wells Trecaso Financial Group, LLC | 0.72% | Add +2.7% | 30,012 | $2.3M |
| Advisory Alpha, LLC | 0.07% | Reduce -4.7% | 29,678 | $2.3M |
| Lynx Investment Advisory | 1.48% | Add +0.8% | 29,241 | $2.3M |
| Provident Wealth Management, LLC | 0.73% | Reduce -3.3% | 28,879 | $2.2M |
| Boston Family Office LLC | 0.15% | Reduce -30.6% | 28,663 | $2.2M |
| Defined Financial Planning LLC | 1.97% | New | 29,095 | $2.2M |
| Ieq Capital, LLC | 0.01% | Reduce -3.5% | 28,443 | $2.2M |
| Harbour Investments, Inc. | 0.06% | Add +4.8% | 28,120 | $2.2M |
| Westwood Holdings Group Inc. | 0.02% | Reduce -4.4% | 27,878 | $2.2M |
| Savvy Advisors, Inc. | 0.14% | Reduce -38.5% | 27,780 | $2.1M |
| JFS Wealth Advisors, LLC | 0.14% | No change | 27,648 | $2.1M |
| Compass Financial Group, Inc. | 1.05% | Add +0.2% | 26,986 | $2.1M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -52.4% | 26,770 | $2.1M |
| Ballentine Partners, LLC | 0.03% | Reduce -4.3% | 26,593 | $2.1M |
| Strategic Investment Advisors / MI | 0.20% | Reduce -4.3% | 26,570 | $2.1M |
| Beaird Harris Wealth Management, LLC | 0.16% | Reduce -2.4% | 26,550 | $2.1M |
| NBT Bank, N.A. | 0.14% | Reduce -3.4% | 26,425 | $2.0M |
| Smartleaf Asset Management LLC | 0.18% | Add +0.9% | 26,393 | $2.0M |
| Breakwater Capital Group | 0.33% | Add +2.7% | 26,095 | $2.0M |
| Bourgeon Capital Management LLC | 0.41% | Add +3.2% | 26,092 | $2.0M |
| Financial Advocates Investment Management | 0.16% | Reduce -14.6% | 26,079 | $2.0M |
| Silvia McColl Wealth Management, LLC | 1.46% | Reduce -0.2% | 25,906 | $2.0M |
| AE Wealth Management LLC | 0.01% | Add +0.6% | 25,890 | $2.0M |
| Connecticut Wealth Management, LLC | 0.10% | Reduce -51.0% | 25,866 | $2.0M |
| Semmax Financial Advisors Inc. | 0.51% | Reduce -2.3% | 25,742 | $2.0M |
| Advisory Services Network, LLC | 0.03% | Add +25.0% | 25,626 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.24% | Add +1.5% | 25,418 | $2.0M |
| Capital Investment Services of America, Inc. | 0.18% | Reduce -4.2% | 25,415 | $2.0M |
| Summit Financial, LLC | 0.04% | Reduce -61.0% | 25,091 | $1.9M |
| Patten Group, Inc. | 0.40% | Add +0.5% | 24,524 | $1.9M |
| Motco | 0.18% | Add +26.8% | 24,557 | $1.9M |
| Earned Wealth Advisors, LLC | 0.37% | Reduce -3.3% | 24,274 | $1.9M |
| Lanark Financial, Inc. | 0.15% | Add +102.5% | 24,139 | $1.9M |
| Pillar Financial Advisors, LLC | 1.25% | Reduce -0.4% | 23,422 | $1.8M |
| Per Stirling Capital Management, LLC. | 0.23% | Add +0.5% | 23,131 | $1.8M |
| Level Financial Advisors | 0.56% | Add +24.5% | 23,096 | $1.8M |
| Hoxton Planning & Management, LLC | 0.61% | Add +14.2% | 22,958 | $1.8M |
| Freedom Investment Management, Inc. | 0.14% | Add +2.4% | 22,596 | $1.7M |
| Bay Capital Advisors, LLC | 1.33% | Add +409.1% | 22,559 | $1.7M |
| Asset Allocation Strategies LLC | 0.38% | Reduce -2.0% | 22,340 | $1.7M |
| United Bank | 0.21% | No change | 22,249 | $1.7M |
| Equitable Holdings, Inc. | 0.01% | Add +22.6% | 22,183 | $1.7M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +2.8% | 21,691 | $1.7M |
| Life Planning Partners, Inc | 1.33% | Reduce -3.2% | 21,592 | $1.7M |
| Dopkins Wealth Management, LLC | 0.74% | Add +7.0% | 21,314 | $1.6M |
| Hershey Financial Advisers, LLC | 1.47% | — | 21,291 | $1.6M |
| HT Partners LLC | 0.50% | Reduce -0.4% | 21,261 | $1.6M |
| Graney & King, LLC | 1.10% | Add +2.6% | 21,194 | $1.6M |
| VestGen Advisors, LLC | 0.07% | Reduce -9.8% | 21,184 | $1.6M |
| Invenio Wealth Partners LLC | 0.65% | Add +0.5% | 21,114 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -6.7% | 20,925 | $1.6M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -2.2% | 20,888 | $1.6M |
| AlphaStar Capital Management, LLC | 0.11% | New | 20,862 | $1.6M |
| Diversify Advisory Services, LLC | 0.06% | Add +602.7% | 20,834 | $1.6M |
| Abacus Wealth Partners, LLC | 0.24% | Add +112.2% | 20,715 | $1.6M |
| Chris Bulman Inc | 0.91% | Add +5.8% | 20,579 | $1.6M |
| CGN Advisors LLC | 0.14% | Add +1.4% | 20,394 | $1.6M |
| Truvestments Capital LLC | 0.31% | Reduce -2.0% | 20,288 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +15.1% | 20,242 | $1.6M |
| Atlatl Advisers LLC | 0.73% | Add +2.0% | 20,026 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.29% | Reduce -4.2% | 19,988 | $1.5M |
| Quadrant Capital Group LLC | 0.06% | Reduce -7.6% | 19,833 | $1.5M |
| Kampmann Melissa S. | 1.14% | Reduce -11.6% | 19,714 | $1.5M |
| Mengis Capital Management, Inc. | 0.32% | Reduce -2.8% | 19,622 | $1.5M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -7.4% | 19,592 | $1.5M |
| Shade Tree Advisors LLC | 1.30% | No change | 19,256 | $1.5M |
| 360 Financial, Inc. | 0.46% | Reduce -3.2% | 17,746 | $1.5M |
| Eagle Strategies LLC | 0.22% | Add +3.7% | 18,986 | $1.5M |
| FourThought Financial Partners, LLC | 0.14% | No change | 18,829 | $1.5M |
| Nalls Sherbakoff Group, LLC | 1.05% | Reduce -0.5% | 18,608 | $1.4M |
| Busey Bank | 0.04% | Add +0.4% | 18,478 | $1.4M |
| Stephens Consulting, LLC | 0.34% | Reduce -2.7% | 18,332 | $1.4M |
| PAX Financial Group, LLC | 0.27% | Reduce -2.8% | 18,027 | $1.4M |
| Partners in Financial Planning | 0.26% | Add +0.8% | 17,947 | $1.4M |
| Plum Street Advisors, LLC | 0.61% | Reduce -0.5% | 17,940 | $1.4M |
| Blue Barn Wealth, LLC | 0.64% | Reduce -6.8% | 17,443 | $1.3M |
| Rothschild Investment LLC | 0.08% | No change | 17,425 | $1.3M |
| Heritage Investors Management Corp. | 0.04% | Reduce -3.6% | 17,330 | $1.3M |
| Apella Capital, LLC | 0.04% | Add +1.3% | 17,174 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +3.4% | 16,522 | $1.3M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -15.8% | 16,455 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.09% | No change | 16,379 | $1.3M |
| Spring Capital Management, LLC | 0.67% | Add +0.9% | 16,370 | $1.3M |
| Five Pine Wealth Management | 0.93% | Add +0.9% | 16,311 | $1.3M |
| FinDec Wealth Services, Inc. | 1.29% | Add +80.1% | 15,998 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | — | 15,890 | $1.2M |
| CENTRAL TRUST Co | 0.03% | Reduce -3.0% | 15,819 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | No change | 15,699 | $1.2M |
| Vista Cima Wealth Management LLC | 1.13% | Reduce -0.6% | 15,654 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.14% | Reduce -4.3% | 15,633 | $1.2M |
| GWN Securities Inc. | 0.22% | Add +30.9% | 15,576 | $1.2M |
| Lighthouse Wealth Management Inc. | 1.04% | Reduce -2.8% | 15,589 | $1.2M |
| Arkadios Wealth Advisors | 0.04% | Add +2.0% | 15,558 | $1.2M |
| Anderson Hoagland & Co. | 0.11% | No change | 15,496 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.43% | Reduce -3.4% | 15,424 | $1.2M |
| Murphy & Mullick Capital Management Corp | 0.96% | Reduce -20.3% | 15,434 | $1.2M |
| Choreo, LLC | 0.02% | Add +97.8% | 15,337 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Reduce -0.5% | 15,219 | $1.2M |
| Fagan Associates, Inc. | 0.18% | Reduce -0.6% | 15,182 | $1.2M |
| Meridian Wealth Management, LLC | 0.05% | Reduce -25.4% | 15,164 | $1.2M |
| Bleakley Financial Group, LLC | 0.03% | Reduce -34.2% | 15,065 | $1.2M |
| Ridgewood Investments LLC | 0.50% | Add +5.0% | 15,051 | $1.2M |
| Mayflower Financial Advisors, LLC | 0.16% | Add +11.9% | 15,024 | $1.2M |
| Synergy Asset Management, LLC | 0.13% | Reduce -6.8% | 14,922 | $1.2M |
| Asset Allocation & Management Company, LLC | 0.53% | No change | 14,760 | $1.1M |
| Edgestream Partners, L.P. | 0.03% | New | 14,692 | $1.1M |
| Hilltop Holdings Inc. | 0.07% | Add +9.9% | 14,579 | $1.1M |
| Meeder Advisory Services, Inc. | 0.06% | Reduce -94.4% | 14,362 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +2.3% | 14,275 | $1.1M |
| Woodward Diversified Capital, LLC | 0.56% | Add +101.4% | 14,261 | $1.1M |
| Headinvest, LLC | 0.23% | Reduce -6.2% | 14,183 | $1.1M |
| Cadent Capital Advisors, LLC | 0.36% | Add +1.7% | 14,102 | $1.1M |
| Market Street Wealth Management Advisors LLC | 0.18% | Reduce -27.9% | 14,048 | $1.1M |
| CGC Financial Services, LLC | 0.37% | Reduce -7.8% | 14,046 | $1.1M |
| Wheelhouse Advisory Group LLC | 0.53% | Reduce -3.0% | 13,879 | $1.1M |
| Mountain Pacific Investment Advisers LLC | 0.08% | Reduce -13.1% | 13,758 | $1.1M |
| Estate Counselors, LLC | 0.10% | Add +97.8% | 13,710 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Reduce -13.2% | 13,664 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.8% | 13,628 | $1.1M |
| Mascagni Wealth Management, Inc. | 0.89% | Add +15.3% | 13,436 | $1.0M |
| Easterly Investment Partners LLC | 0.07% | No change | 13,196 | $1.0M |
| Northern Trust Corp. | 0.00% | Reduce -14.4% | 13,113 | $1.0M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -6.2% | 13,053 | $1.0M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +0.0% | 12,939 | $1.0M |
| Security Financial Services, INC. | 0.18% | Add +12.2% | 12,873 | $996K |
| Parallel Advisors, LLC | 0.02% | Add +86.5% | 12,858 | $994K |
| Citizens Financial Group Inc. | 0.02% | Add +0.6% | 12,739 | $985K |
| CFS Investment Advisory Services, LLC | 0.08% | Reduce -17.8% | 12,632 | $977K |
| F/m Investments LLC | 0.04% | Add +9.1% | 12,532 | $969K |
| IFP Advisors, Inc | 0.03% | Reduce -65.0% | 12,519 | $968K |
| Pacific Financial Group Inc. | 0.75% | Reduce -3.0% | 12,499 | $967K |
| Rehmann Capital Advisory Group | 0.06% | New | 12,458 | $964K |
| Kondo Wealth Advisors, Inc. | 0.42% | Add +0.5% | 12,394 | $954K |
| Calton & Associates, Inc. | 0.16% | Add +85.6% | 12,328 | $953K |
| Country Club Bank | 0.06% | Reduce -2.3% | 12,333 | $951K |
| Trust Co. of Vermont | 0.04% | Reduce -13.4% | 12,218 | $945K |
| Courage Miller Partners, LLC | 0.30% | Reduce -0.9% | 12,202 | $944K |
| Stratos Wealth Advisors, LLC | 0.05% | Add +40.1% | 12,055 | $932K |
| Wilkins Miller Wealth Management, LLC | 0.63% | Add +37.7% | 11,947 | $924K |
| Platform Technology Partners | 0.24% | Reduce -8.0% | 11,824 | $914K |
| Carmel Capital Partners, LLC | 0.32% | New | 11,690 | $904K |
| InvesTrust | 0.35% | No change | 11,660 | $902K |
| Absolute Capital Management, LLC | 0.45% | Add +52.5% | 11,490 | $889K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,486 | $888K |
| Oppenheimer & Co. Inc. | 0.01% | Add +1.3% | 11,479 | $888K |
| Capital Investment Advisors, LLC | 0.02% | Add +10.0% | 11,405 | $882K |
| 2UniFi Bank | 0.50% | Add +84.6% | 11,395 | $881K |
| FF Advisors,LLC | 0.45% | New | 11,261 | $871K |
| First County Bank | 0.47% | Add +6.0% | 11,240 | $869K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.1% | 11,060 | $855K |
| Shelter Mutual Insurance Co | 0.20% | No change | 10,900 | $843K |
| Fiduciary Trust Co | 0.01% | No change | 10,863 | $840K |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.1% | 10,889 | $838K |
| Private Trust Co. NA | 0.08% | Add +23.1% | 10,824 | $837K |
| Family Wealth Partners, LLC | 0.33% | Reduce -3.6% | 10,785 | $834K |
| Kovack Advisors, Inc. | 0.08% | Add +6.4% | 10,750 | $831K |
| Invesco Ltd. | 0.00% | Reduce -5.1% | 10,728 | $830K |
| Traveka Wealth, LLC | 0.43% | Reduce -46.9% | 10,542 | $815K |
| Orleans Capital Management Corp. | 0.43% | Add +8.8% | 10,465 | $809K |
| Outlook Wealth Advisors, LLC | 0.21% | No change | 10,343 | $800K |
| Welch & Forbes LLC | 0.01% | Add +3.1% | 10,335 | $799K |
| Caldwell Trust Co | 0.08% | No change | 10,260 | $794K |
| Websterrogers Financial Advisors, LLC | 0.25% | Reduce -0.0% | 10,176 | $787K |
| Fort Washington Investment Advisors Inc. | 0.00% | No change | 10,173 | $787K |
| Powers Advisory Group, LLC | 0.35% | Add +0.5% | 10,160 | $786K |
| Ashton Thomas Securities, LLC | 0.19% | Add +0.2% | 10,093 | $781K |
| Tudor Investment Corporation | 0.01% | New | 9,994 | $773K |
| DHK Financial Advisors, Inc. | 0.44% | Reduce -50.0% | 9,950 | $770K |
| Elios Financial Group Inc. | 0.35% | Reduce -3.1% | 9,926 | $768K |
| SageView Advisory Group, LLC | 0.03% | Reduce -38.0% | 9,986 | $766K |
| Talon Private Wealth, LLC | 0.11% | Add +110.7% | 9,864 | $763K |
| Keybank National Association | 0.00% | Add +69.9% | 9,844 | $761K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 9,816 | $759K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -6.9% | 9,746 | $754K |
| National Bank of Canada | 0.00% | Add +9.8% | 9,754 | $754K |
| Becker Capital Management Inc. | 0.02% | Reduce -10.1% | 9,735 | $753K |
| Zuckerman Investment Group, LLC | 0.07% | Add +7.8% | 9,713 | $751K |
| Uptick Partners, LLC | 0.21% | Add +11.5% | 9,694 | $750K |
| Brio Consultants, LLC | 0.11% | Reduce -0.3% | 9,634 | $745K |
| Private Wealth Group, LLC | 0.39% | No change | 9,597 | $742K |
| Ramiah Investment Group | 0.80% | Reduce -5.5% | 9,569 | $740K |
| WealthCare Investment Partners, LLC | 0.26% | Add +1.0% | 9,500 | $729K |
| Benjamin Edwards Inc. | 0.01% | New | 9,388 | $726K |
| Atlantic Family Wealth, LLC | 0.63% | Add +24.4% | 9,383 | $726K |
| Successful Portfolios LLC | 0.43% | Reduce -0.0% | 9,147 | $707K |
| Cwm, LLC | 0.00% | Reduce -6.2% | 9,056 | $700K |
| Barnes Pettey Financial Advisors, LLC | 0.47% | Add +0.4% | 9,043 | $699K |
| Studio Investment Management LLC | 0.14% | Reduce -38.8% | 8,905 | $689K |
| Maia Wealth LLC | 0.13% | Reduce -11.5% | 8,874 | $686K |
| UMB Bank, n.a. | 0.01% | No change | 8,837 | $683K |
| TCI Wealth Advisors, Inc. | 0.05% | Reduce -29.5% | 8,834 | $683K |
| One Wealth Advisors, LLC | 0.09% | Add +9.3% | 8,826 | $683K |
| Prospera Capital Management, LLC | 0.38% | Add +4.4% | 8,836 | $681K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +44.3% | 8,759 | $677K |
| PBMares Wealth Management LLC | 0.12% | Reduce -21.7% | 8,746 | $676K |
| Leavell Investment Management, Inc. | 0.03% | Add +6.2% | 8,745 | $676K |
| WPG Advisers, LLC | 0.56% | Reduce -6.0% | 8,649 | $669K |
| LifePlan Investment Advisors, Inc. | 0.33% | Add +4.1% | 8,613 | $666K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -0.7% | 8,445 | $653K |
| CWA Asset Management Group, LLC | 0.03% | Reduce -0.0% | 8,420 | $651K |
| First Citizens Financial Corp | 0.36% | Add +1.6% | 8,386 | $649K |
| Arlington Financial Advisors, LLC | 0.11% | Reduce -72.4% | 8,368 | $647K |
| Eagle Global Advisors LLC | 0.03% | Add +1.1% | 8,330 | $644K |
| Argonautica Private Wealth Management, Inc. | 0.20% | Reduce -0.1% | 8,271 | $640K |
| Global Financial Private Client, LLC | 0.24% | Reduce -0.2% | 8,157 | $631K |
| Principal Securities, Inc. | 0.01% | Add +16.9% | 8,139 | $629K |
| Brookwood Investment Group LLC | 0.10% | Add +27.3% | 8,087 | $625K |
| Sonata Capital Group Inc. | 0.25% | No change | 8,071 | $624K |
| Echo Wealth Management, LLC | 0.38% | Reduce -13.4% | 8,056 | $623K |
| Northwest Wealth Management, LLC | 0.11% | Add +9.4% | 7,933 | $614K |
| Shepherd Kaplan Krochuk, LLC | 0.53% | Add +1.0% | 7,896 | $611K |
| RFG Advisory, LLC | 0.01% | Add +19.1% | 7,778 | $602K |
| DBK Financial Counsel, LLC | 0.54% | Add +0.0% | 7,667 | $593K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +12.3% | 7,576 | $586K |
| Engineers Gate Manager LP | 0.01% | New | 7,520 | $582K |
| Clearstead Advisors, LLC | 0.01% | Add +1.9% | 7,514 | $581K |
| OLIO Financial Planning | 0.18% | Reduce -35.5% | 7,465 | $577K |
| Alamar Capital Management, LLC | 0.31% | No change | 7,457 | $577K |
| Signal Advisors Wealth, LLC | 0.04% | Reduce -16.3% | 7,423 | $574K |
| Bank of New Hampshire | 0.14% | Add +7.1% | 7,369 | $570K |
| Boyd Wealth Management, LLC | 0.25% | Add +17.2% | 7,348 | $568K |
| Stockman Wealth Management, Inc. | 0.08% | Add +0.1% | 7,333 | $567K |
| Wedbush Securities Inc. | 0.02% | Reduce -39.1% | 7,214 | $558K |
| Evanson Asset Management, LLC | 0.03% | Reduce -40.0% | 7,104 | $549K |
| Southland Equity Partners LLC | 0.12% | Add +2.2% | 7,087 | $548K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -3.0% | 7,078 | $547K |
| Gateway Wealth Partners, LLC | 0.10% | Reduce -11.6% | 7,050 | $545K |
| Triton Financial Group Inc | 0.39% | — | 7,028 | $544K |
| Kanawha Capital Management LLC | 0.04% | Add +11.2% | 6,983 | $540K |
| SWP Financial LLC | 0.30% | New | 6,961 | $538K |
| Professional Financial Advisors, LLC | 0.12% | Add +98.0% | 6,952 | $538K |
| Elevatus Welath Management | 0.18% | Reduce -10.1% | 6,922 | $535K |
| Idaho Trust Co | 0.19% | Reduce -2.7% | 6,899 | $534K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +2.6% | 6,886 | $533K |
| Two Sigma Securities, LLC | 0.07% | New | 6,870 | $531K |
| Brookmont Capital Management | 0.30% | Add +0.1% | 6,862 | $531K |
| XTX Topco Ltd | 0.02% | New | 6,757 | $523K |
| Wealth Management Nebraska | 0.07% | New | 6,768 | $522K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -26.6% | 6,704 | $518K |
| McAdam, LLC | 0.03% | Reduce -8.1% | 6,636 | $513K |
| Kraft Asset Management, LLC | 0.47% | No change | 6,561 | $507K |
| Allen Investment Management, LLC | 0.01% | No change | 6,549 | $507K |
| Golden State Wealth Management, LLC | 0.06% | Add +3.6% | 6,521 | $504K |
| Breakwater Investment Management | 0.19% | No change | 6,501 | $503K |
| Barrett & Company, Inc. | 0.19% | Add +0.0% | 6,489 | $502K |
| Latko Wealth Management, Ltd. | 0.28% | Add +1.4% | 6,454 | $499K |
| Creative Financial Designs Inc. | 0.04% | Reduce -23.9% | 6,405 | $495K |
| Vance Wealth, LLC | 0.16% | Reduce -5.3% | 6,305 | $488K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -0.7% | 6,304 | $488K |
| TD Capital Management LLC | 0.05% | Add +0.1% | 6,258 | $484K |
| Stanley-Laman Group, Ltd. | 0.07% | Reduce -1.6% | 5,774 | $479K |
| Petix & Botte Co | 0.12% | Reduce -2.0% | 6,187 | $478K |
| Bruce G. Allen Investments, LLC | 0.36% | Add +12.5% | 6,173 | $477K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.08% | Reduce -2.9% | 6,134 | $474K |
| Guidance Capital, Inc. | 0.13% | Add +8.0% | 6,089 | $471K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +10.7% | 6,004 | $464K |
| Ignite Planners, LLC | 0.08% | Add +36.6% | 5,992 | $459K |
| Radnor Capital Management, LLC | 0.07% | No change | 5,912 | $457K |
| Wesbanco Bank Inc. | 0.01% | Add +34.7% | 5,904 | $457K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 5,900 | $456K |
| Keudell/Morrison Wealth Management | 0.10% | Reduce -38.6% | 5,888 | $455K |
| Maripau Wealth Management LLC | 0.23% | Add +2.8% | 5,813 | $449K |
| LongView Wealth Management | 0.14% | Reduce -12.2% | 5,797 | $448K |
| Hills Bank & Trust Co | 0.03% | Reduce -1.6% | 5,785 | $447K |
| KPP Advisory Services LLC | 0.07% | Reduce -5.6% | 5,785 | $447K |
| VestGen Investment Management | 0.32% | Reduce -9.2% | 5,775 | $447K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -91.8% | 5,770 | $446K |
| Savant Capital, LLC | 0.00% | Add +39.4% | 5,687 | $440K |
| MeadowBrook Investment Advisors LLC | 0.40% | Reduce -1.8% | 5,550 | $437K |
| Smith, Moore & Co. | 0.04% | Add +23.7% | 5,634 | $436K |
| RoundAngle Advisors LLC | 0.36% | Reduce -5.3% | 5,596 | $433K |
| Lion Street Advisors, LLC | 0.13% | Reduce -13.7% | 5,562 | $430K |
| Tyler-Stone Wealth Management | 0.07% | Add +86.5% | 5,526 | $427K |
| Strathmore Capital Advisors, Inc. | 0.19% | — | 5,563 | $427K |
| Thomasville National Bank | 0.03% | Reduce -1.0% | 5,500 | $425K |
| Private Management Group Inc. | 0.01% | No change | 5,449 | $421K |
| Duncker Streett & Co. Inc. | 0.08% | No change | 5,445 | $421K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -0.1% | 5,428 | $420K |
| Andrews, Lucia Wealth Management LLC | 0.27% | Add +0.5% | 5,396 | $417K |
| Chapin Davis, Inc. | 0.12% | No change | 5,390 | $417K |
| Dearborn Partners LLC | 0.02% | Add +4.8% | 5,371 | $415K |
| LFA - Lugano Financial Advisors SA | 0.25% | No change | 5,406 | $415K |
| Kuhn & Co Investment Counsel | 0.31% | New | 5,363 | $415K |
| Northstar Group, Inc. | 0.07% | Reduce -3.6% | 5,340 | $413K |
| Dunhill Financial, LLC | 0.12% | Add +59.3% | 5,338 | $413K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -28.1% | 5,348 | $410K |
| Indiana Trust & Investment Management Co | 0.14% | No change | 5,300 | $410K |
| Franklin Resources Inc. | 0.00% | Add +61.8% | 5,284 | $409K |
| Smallwood Wealth Investment Management, LLC | 0.23% | Reduce -4.6% | 5,275 | $408K |
| EnRich Financial Partners LLC | 0.12% | Add +15.6% | 5,253 | $406K |
| Fourth Dimension Wealth, LLC | 0.17% | Reduce -24.8% | 5,234 | $405K |
| Long Island Wealth Management, Inc. | 0.21% | Add +1.0% | 5,229 | $404K |
| Brooklyn Investment Group | 0.05% | Reduce -0.6% | 5,226 | $404K |
| FineMark National Bank & Trust | 0.01% | Add +21.3% | 5,204 | $402K |
| CX Institutional | 0.01% | Reduce -0.7% | 5,149 | $398K |
| Trilogy Capital Inc. | 0.02% | Add +0.8% | 5,144 | $398K |
| Integrity Financial Corp | 0.20% | Reduce -53.6% | 5,142 | $398K |
| Acorn Wealth Advisors, LLC | 0.15% | New | 5,118 | $396K |
| Poinciana Advisors Group, LLC | 0.35% | Reduce -4.1% | 5,004 | $387K |
| WealthTrak Capital Management LLC | 0.32% | Add +3.6% | 4,934 | $382K |
| Buck Wealth Strategies, LLC | 0.06% | Add +65.4% | 4,914 | $380K |
| Arete Wealth Advisors, LLC | 0.03% | Add +14.6% | 4,888 | $378K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -32.1% | 4,883 | $378K |
| Ancora Advisors LLC | 0.01% | Add +0.9% | 4,876 | $377K |
| Compass Advisory Group LLC | 0.12% | Reduce -0.3% | 4,874 | $377K |
| Northstar Financial Companies, Inc. | 0.39% | New | 4,832 | $374K |
| Bensler, LLC | 0.04% | New | 4,807 | $372K |
| MADDEN SECURITIES Corp | 0.13% | No change | 4,752 | $368K |
| Western Wealth Management, LLC | 0.02% | Add +13.8% | 4,710 | $364K |
| Assetmark, Inc. | 0.00% | Add +34.7% | 4,700 | $363K |
| SilverOak Wealth Management LLC | 0.07% | No change | 4,687 | $362K |
| Old National Bancorp | 0.01% | Reduce -41.0% | 4,658 | $360K |
| Montz Harcus Wealth Management LLC | 0.17% | Add +0.1% | 4,634 | $358K |
| Millennium Management | 0.00% | New | 4,609 | $356K |
| Flagstar Securities, Inc. | 0.10% | Reduce -7.7% | 4,585 | $355K |
| Legacy Trust | 0.09% | Reduce -1.4% | 4,580 | $354K |
| Loudon Investment Management, LLC | 0.20% | Add +1.2% | 4,568 | $353K |
| Redwood Investment Management, LLC | 0.04% | Add +9.2% | 4,565 | $353K |
| SeaCrest Wealth Management, LLC | 0.04% | No change | 4,547 | $352K |
| Tme Financial, Inc. | 0.28% | Reduce -4.2% | 4,533 | $351K |
| New Covenant Trust Company, N.A. | 0.31% | No change | 4,519 | $348K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.2% | 4,502 | $348K |
| Apexium Financial, LP | 0.02% | Add +0.2% | 4,498 | $348K |
| Leo Wealth, LLC | 0.03% | New | 4,414 | $341K |
| EWG Elevate Inc. | 0.10% | Add +0.6% | 4,402 | $340K |
| Quotient Wealth Partners, LLC | 0.01% | Add +3.9% | 4,367 | $338K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +0.9% | 4,361 | $337K |
| Thrive Capital Management, LLC | 0.11% | New | 4,348 | $336K |
| Capital Asset Advisory Services LLC | 0.02% | No change | 4,347 | $335K |
| Liberty Wealth Management LLC | 0.05% | Add +0.4% | 4,270 | $330K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -8.0% | 4,260 | $329K |
| NewEdge Wealth, LLC | 0.01% | Add +1.6% | 4,217 | $326K |
| Arbor Wealth Advisors LLC | 0.26% | Add +43.0% | 4,217 | $326K |
| Caitlin John, LLC | 0.30% | No change | 4,214 | $326K |
| Nilsine Partners, LLC | 0.03% | Reduce -56.2% | 4,204 | $325K |
| IFG Advisory, LLC | 0.02% | Add +3.2% | 4,183 | $324K |
| Center For Asset Management LLC | 0.20% | Reduce -7.1% | 4,309 | $322K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -23.3% | 4,150 | $321K |
| Anchor Investment Management, LLC | 0.03% | Reduce -0.9% | 4,124 | $319K |
| Greenwich Wealth Management LLC | 0.02% | Add +6.5% | 4,115 | $318K |
| Panoramic Investment Advisors, LLC | 0.19% | No change | 4,100 | $317K |
| Strategic Family Wealth Counselors, L.L.C. | 0.09% | No change | 4,089 | $316K |
| PKS Advisory Services, LLC | 0.08% | Add +0.1% | 4,003 | $310K |
| Golden Road Advisors LLC | 0.21% | Add +10.5% | 3,994 | $309K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +1.0% | 3,982 | $308K |
| FFG Retirement Advisors LLC | 0.19% | Reduce -38.4% | 3,961 | $306K |
| MPWM Advisory Solutions, LLC | 0.19% | Reduce -2.6% | 3,892 | $301K |
| Summit Wealth Group, LLC | 0.08% | Reduce -7.7% | 3,881 | $300K |
| TFB Advisors LLC | 0.08% | Reduce -1.0% | 3,835 | $297K |
| Kestra Investment Management, LLC | 0.01% | Reduce -57.6% | 3,830 | $296K |
| Dakota Wealth Management | 0.01% | Reduce -32.3% | 3,812 | $295K |
| Bath Savings Trust Co | 0.03% | Reduce -17.1% | 3,810 | $295K |
| LaFleur & Godfrey LLC | 0.04% | Reduce -9.3% | 3,790 | $293K |
| Fulton Breakefield Broenniman LLC | 0.02% | No change | 3,780 | $292K |
| Arcadia Wealth Management, Inc. | 0.20% | No change | 3,743 | $289K |
| World Equity Group, Inc. | 0.08% | Reduce -13.0% | 3,734 | $289K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -1.6% | 3,711 | $287K |
| Gibraltar Capital Management, Inc. | 0.06% | New | 3,705 | $287K |
| Duncan Williams Asset Management, LLC | 0.09% | No change | 3,694 | $286K |
| Moors & Cabot, Inc. | 0.01% | Add +11.9% | 3,676 | $284K |
| Crestwood Advisors Group, LLC | 0.01% | No change | 3,675 | $284K |
| J. W. Coons Advisors, LLC | 0.06% | No change | 3,671 | $284K |
| Godshalk Welsh Capital Management, Inc. | 0.17% | Reduce -17.5% | 3,669 | $284K |
| Gibson Capital, LLC | 0.05% | Reduce -8.3% | 3,595 | $278K |
| Compound Planning, Inc. | 0.01% | Reduce -3.5% | 3,570 | $276K |
| Forum Private Client Group LLC | 0.11% | Reduce -20.0% | 3,568 | $276K |
| Foundation Wealth Management, LLC\PA | 0.12% | No change | 3,568 | $276K |
| OMNI 360 Wealth, Inc. | 0.17% | Reduce -4.9% | 3,564 | $276K |
| United Community Bank | 0.09% | Add +38.1% | 3,551 | $275K |
| TAGStone Capital, Inc. | 0.11% | Reduce -0.4% | 3,551 | $274K |
| BlackRock, Inc. | 0.00% | Reduce -8.4% | 3,542 | $274K |
| Rf&l Wealth Management, LLC | 0.18% | Reduce -1.0% | 3,535 | $273K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.12% | Add +0.3% | 3,531 | $273K |
| Martin Worley Group | 0.13% | No change | 3,525 | $273K |
| Forefront Wealth Management Inc. | 0.22% | Add +0.3% | 3,504 | $271K |
| Net Worth Advisory Group | 0.06% | New | 3,502 | $271K |
| S.A. Mason LLC | 0.13% | No change | 3,471 | $268K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +8.6% | 3,461 | $268K |
| Soltis Investment Advisors LLC | 0.02% | Add +0.0% | 3,445 | $266K |
| Swisher Financial Concepts, Inc. | 0.17% | Add +0.6% | 3,426 | $265K |
| Mission Creek Capital Partners, Inc. | 0.06% | Add +0.2% | 3,401 | $263K |
| Money Concepts Capital Corp. | 0.02% | Reduce -3.6% | 3,378 | $261K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 3,367 | $260K |
| Martel Wealth Advisors LLC | 0.05% | Add +1.0% | 3,342 | $258K |
| Rockwood Wealth Management, LLC | 0.02% | New | 3,316 | $256K |
| Cary Street Partners Investment Advisory LLC | 0.12% | No change | 3,304 | $256K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -1.3% | 3,288 | $254K |
| Walker Asset Management, LLC | 0.15% | Reduce -1.4% | 3,285 | $254K |
| Wealthspire Retirement, LLC | 0.02% | Add +0.9% | 3,266 | $253K |
| Modern Wealth Management, LLC | 0.01% | New | 3,248 | $251K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -16.7% | 3,237 | $250K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,231 | $250K |
| Diversify Wealth Management, LLC | 0.02% | New | 3,232 | $250K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.7% | 3,203 | $248K |
| Elevation Capital Advisory, LLC | 0.10% | Add +4.0% | 3,174 | $245K |
| Wealthquest Corp | 0.02% | Add +6.5% | 3,167 | $245K |
| Essex Bank | 0.06% | No change | 3,141 | $243K |
| RCS Financial Planning, LLC | 0.12% | Add +1.8% | 3,140 | $243K |
| Friday Financial | 0.12% | New | 3,113 | $241K |
| IHT Wealth Management, LLC | 0.01% | Add +0.2% | 3,069 | $237K |
| Aegis Wealth Management LLC | 0.14% | No change | 3,091 | $237K |
| Maxele Advisors, LLC | 0.20% | New | 3,030 | $234K |
| Investment Advisory Group, LLC | 0.07% | Reduce -3.6% | 3,025 | $234K |
| Fisher Asset Management | 0.00% | Reduce -70.7% | 3,011 | $233K |
| Redwood Park Advisors LLC | 0.18% | Add +0.3% | 3,010 | $233K |
| Brightwater Advisory LLC | 0.17% | No change | 2,988 | $231K |
| Bogart Wealth, LLC | 0.01% | Reduce -35.7% | 2,980 | $230K |
| Prudent Man Advisors, LLC | 0.07% | No change | 2,978 | $230K |
| Sterling Wealth Management, Inc. | 0.08% | — | 2,970 | $230K |
| Kathmere Capital Management, LLC | 0.02% | Reduce -38.2% | 2,966 | $229K |
| Concord Asset Management, LLC | 0.03% | New | 2,960 | $229K |
| Concord Wealth Partners | 0.03% | Reduce -1.7% | 2,960 | $229K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -16.7% | 2,958 | $229K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -6.3% | 2,903 | $225K |
| CRA Financial Services, LLC | 0.03% | New | 2,900 | $224K |
| Valpey Financial Services, LLC | 0.15% | — | 2,895 | $224K |
| St. Nicholas Private Asset Management, Inc. | 0.21% | Reduce -1.4% | 2,859 | $221K |
| Summit Wealth Partners, LLC | 0.04% | Add +1.8% | 2,854 | $221K |
| Legacy Financial Group LLC | 0.03% | No change | 2,850 | $220K |
| Ameriflex Group, Inc. | 0.11% | Reduce -3.3% | 2,830 | $219K |
| Symphony Financial, Ltd. Co. | 0.03% | New | 2,841 | $219K |
| HF Advisory Group, LLC | 0.09% | Reduce -2.6% | 2,813 | $218K |
| Archer Investment Corp | 0.05% | Add +0.9% | 2,813 | $218K |
| Transcendent Capital Group LLC | 0.11% | No change | 2,810 | $217K |
| Stonebridge Financial Group, LLC | 0.02% | New | 2,766 | $214K |
| Oarsman Capital, Inc. | 0.03% | New | 2,760 | $213K |
| United Advisor Group, LLC | 0.04% | Add +5.0% | 2,747 | $212K |
| BNC Wealth Management, LLC | 0.06% | Add +2.4% | 2,743 | $212K |
| Addison Capital Co | 0.07% | Reduce -0.2% | 2,738 | $212K |
| Sunbelt Securities, Inc. | 0.02% | Add +2.8% | 2,820 | $211K |
| Prestige Wealth Management Group LLC | 0.04% | Add +2.1% | 2,720 | $210K |
| Rossmore Private Capital | 0.02% | No change | 2,716 | $210K |
| Nestegg Advisors, Inc. | 0.20% | New | 2,711 | $210K |
| Kennebec Savings Bank | 0.20% | Reduce -5.5% | 2,703 | $209K |
| Brady Martz Wealth Solutions, LLC | 0.04% | Reduce -8.2% | 2,700 | $209K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 2,679 | $207K |
| Hall Laurie J Trustee | 0.07% | No change | 2,675 | $207K |
| Dimension Capital Management LLC | 0.03% | No change | 2,668 | $206K |
| Potomac Fund Management Inc. | 0.01% | Reduce -11.0% | 2,695 | $206K |
| Elevate Wealth Advisory, Inc. | 0.14% | No change | 2,621 | $203K |
| Bond & Devick Financial Network, Inc. | 0.07% | New | 2,602 | $201K |
| Commerce Bank | 0.00% | Reduce -6.3% | 2,596 | $201K |
| Meridian Investment Counsel Inc. | 0.05% | New | 2,593 | $201K |
| Choate Investment Advisors | 0.00% | New | 2,500 | $193K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 2,307 | $178K |
| SBI Securities Co., Ltd. | 0.01% | Add +1.1% | 2,261 | $175K |
| Raleigh Capital Management Inc. | 0.07% | Reduce -3.1% | 2,232 | $173K |
| Blume Capital Management, Inc. | 0.03% | Reduce -21.2% | 2,206 | $171K |
| Dakota Community Bank & Trust NA | 0.76% | Reduce -47.2% | 2,197 | $170K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +43.1% | 2,176 | $168K |
| Twin City Private Wealth, LLC | 0.14% | Reduce -1.4% | 2,140 | $165K |
| Salem Investment Counselors Inc. | 0.01% | Add +0.6% | 2,127 | $165K |
| Richardson Financial Services Inc. | 0.11% | No change | 2,108 | $163K |
| HHM Wealth Advisors, LLC | 0.02% | Reduce -46.2% | 2,041 | $158K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 1,838 | $142K |
| SOA Wealth Advisors, LLC. | 0.03% | Reduce -17.9% | 1,812 | $140K |
| Accredited Wealth Management, LLC | 0.11% | No change | 1,735 | $134K |
| Greykasell Wealth Strategies, Inc. | 0.06% | Reduce -69.3% | 1,666 | $129K |
| WealthShield Partners, LLC | 0.02% | Add +0.3% | 1,621 | $125K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,590 | $123K |
| Crews Bank & Trust | 0.02% | No change | 1,568 | $121K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -51.1% | 1,528 | $118K |
| Centaurus Financial, Inc. | 0.01% | New | 1,512 | $117K |
| Ritter Daniher Financial Advisory LLC / DE | 0.03% | New | 1,500 | $116K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +1305.8% | 1,448 | $112K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,311 | $101K |
| Bristlecone Advisors, LLC | 0.01% | No change | 1,307 | $101K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -5.6% | 1,307 | $101K |
| Robinswood Financial LLC | 0.04% | Reduce -51.2% | 1,295 | $100K |
| REAP Financial Group, LLC | 0.02% | Reduce -3.7% | 1,259 | $97K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -2.0% | 1,240 | $96K |
| Legacy Investment Solutions, LLC | 0.05% | — | 1,206 | $93K |
| Legacy Wealth Managment, LLC | 0.05% | Reduce -6.4% | 1,206 | $93K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -89.2% | 1,206 | $93K |
| SouthState Bank Corp | 0.00% | No change | 1,150 | $89K |
| Eukles Asset Management | 0.04% | No change | 1,106 | $86K |
| Abound Wealth Management | 0.02% | Add +1.0% | 1,101 | $85K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | New | 1,091 | $84K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 1,032 | $80K |
| North Star Investment Management Corp. | 0.01% | Add +0.6% | 954 | $74K |
| Asset Dedication, LLC | 0.01% | Add +93.6% | 937 | $72K |
| Colonial Trust Co / SC | 0.01% | No change | 920 | $71K |
| Trust Co. of Toledo NA | 0.01% | New | 900 | $70K |
| Minot DeBlois Advisors LLC | 0.06% | Reduce -26.7% | 823 | $64K |
| Rialto Wealth Management, LLC | 0.02% | Add +5.0% | 796 | $62K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -49.3% | 741 | $57K |
| Atlas Capital Advisors Inc. | 0.01% | No change | 708 | $55K |
| Financial Connections Group, Inc. | 0.02% | Reduce -87.0% | 693 | $53K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -8.4% | 650 | $50K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +2.3% | 624 | $48K |
| Howe & Rusling Inc. | 0.00% | Reduce -42.0% | 590 | $46K |
| CNB Bank | 0.02% | New | 577 | $45K |
| Pacifica Partners Inc. | 0.02% | No change | 554 | $43K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -9.9% | 546 | $42K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 518 | $40K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 494 | $38K |
| Park Square Financial Group, LLC | 0.03% | Reduce -29.3% | 483 | $37K |
| Birchbrook, Inc. | 0.02% | Add +0.2% | 439 | $34K |
| Clark Wealth Partners | 0.02% | Reduce -52.6% | 425 | $33K |
| Coastline Trust Co | 0.00% | No change | 405 | $31K |
| ORG Partners LLC | 0.01% | Add +177.8% | 400 | $31K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.8% | 397 | $31K |
| Bangor Savings Bank | 0.00% | No change | 387 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 380 | $29K |
| Montag A & Associates Inc. | 0.00% | No change | 379 | $29K |
| Front Row Advisors LLC | 0.01% | Reduce -9.0% | 375 | $29K |
| GeoWealth Management, LLC | 0.00% | New | 372 | $29K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 346 | $27K |
| Hurley Capital, LLC | 0.02% | No change | 341 | $26K |
| Evolution Wealth Management Inc. | 0.03% | — | 334 | $26K |
| NFSG Corp | 0.00% | Reduce -23.4% | 325 | $25K |
| LGT Financial Advisors LLC | 0.06% | No change | 323 | $25K |
| Transce3nd, LLC | 0.01% | Reduce -17.9% | 317 | $25K |
| Beacon Capital Management, LLC | 0.00% | No change | 288 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -49.0% | 255 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -4.8% | 240 | $19K |
| Anfield Capital Management, LLC | 0.01% | New | 238 | $18K |
| American National Bank & Trust | 0.00% | No change | 236 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 214 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 200 | $15K |
| Blue Trust, Inc. | 0.00% | Reduce -32.4% | 200 | $15K |
| Valley Wealth Managers, Inc. | 0.00% | Reduce -30.5% | 182 | $14K |
| Winthrop Capital Management, LLC | 0.00% | No change | 178 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 180 | $14K |
| BNP Paribas Financial Markets | 0.00% | Add +169.2% | 175 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | Add +36.2% | 158 | $12K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 155 | $12K |
| Valley National Advisers Inc. | 0.00% | No change | 155 | $11K |
| Tucker Asset Management LLC | 0.00% | No change | 142 | $11K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 139 | $11K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Reduce -26.5% | 125 | $10K |
| Hanson & Doremus Investment Management | 0.00% | Add +0.8% | 124 | $10K |
| McIlrath & Eck, LLC | 0.00% | No change | 117 | $9K |
| Key Financial Inc | 0.00% | No change | 115 | $9K |
| Versant Capital Management, Inc | 0.00% | New | 110 | $9K |
| AlphaCore Capital LLC | 0.00% | New | 109 | $8K |
| Delos Wealth Advisors, LLC | 0.01% | New | 108 | $8K |
| Rise Advisors, LLC | 0.00% | New | 104 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 104 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 99 | $8K |
| Hoey Investments, Inc. | 0.00% | Reduce -59.1% | 99 | $8K |
| Alerus Financial NA | 0.00% | New | 93 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 92 | $7K |
| Covestor Ltd | 0.00% | Add +14.1% | 89 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 90 | $7K |
| Eastern Bank | 0.00% | No change | 88 | $7K |
| SYM FINANCIAL Corp | 0.00% | New | 86 | $7K |
| Investors Research Corp | 0.00% | Add +2.4% | 86 | $7K |
| Decker Retirement Planning Inc. | 0.00% | Add +8400.0% | 85 | $7K |
| New England Asset Management Inc. | 0.00% | No change | 75 | $6K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +159.3% | 70 | $5K |
| Mb, Levis & Associates, LLC | 0.00% | Reduce -50.4% | 67 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 66 | $5K |
| Providence Capital Advisors, LLC | 0.00% | New | 65 | $5K |
| Financial Gravity Companies, Inc. | 0.00% | — | 61 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 60 | $5K |
| Manchester Capital Management LLC | 0.00% | No change | 60 | $5K |
| North Capital, Inc. | 0.00% | No change | 56 | $4K |
| Hemington Wealth Management | 0.00% | No change | 64 | $4K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -20.0% | 48 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 48 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 38 | $3K |
| Sound Income Strategies, LLC | 0.00% | Add +137.5% | 38 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 37 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Painted Porch Advisors LLC | 0.00% | No change | 25 | $2K |
| Signaturefd, LLC | 0.00% | New | 24 | $2K |
| Creekmur Asset Management LLC | 0.00% | New | 24 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 23 | $2K |
| Copia Wealth Management | 0.00% | No change | 6 | $464 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $464 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -94.6% | 3 | $232 |
| Russell Investments Group, Ltd. | 0.00% | Add +0.0% | 1 | $108 |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.