Vanguard Intermediate-Term BBIVETF
13F holders, Q3 2025 (September 30)925holders −7
60new positions
56sold out
4famous investors
$78.10avg. 13F price*
At the end of Q3 2025, 925 institutions reported holding Vanguard Intermediate-Term B (BIV) in their 13F filings, down 7 from Q2 2025. 60 opened new positions and 56 sold out. The largest holders were Wells Fargo & Company ($1.9B), Envestnet Asset Management Inc. ($1.5B) and Northwestern Mutual Wealth Management Co. ($774.0M). 4 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Vanguard Intermediate-Term B
- CUSIP
- 921937819
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $107.9M |
| Exits | 56 | $35.5M |
All 13F filers, Q2 2025 → Q3 2025: 21,328,171 shares bought and 3,158,014 shares sold, net +18,170,157 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 925 holders
| Wells Fargo & Company | 0.39% | Add +53.1% | 24,276,825 | $1.9B |
| Envestnet Asset Management Inc. | 0.44% | Add +5.5% | 19,586,319 | $1.5B |
| Northwestern Mutual Wealth Management Co. | 0.52% | Add +8.8% | 9,911,931 | $774.0M |
| Goldman Sachs Group Inc. | 0.10% | Add +0.5% | 9,009,991 | $703.6M |
| Morgan Stanley | 0.03% | Add +5.5% | 6,681,304 | $521.7M |
| Bank of America Corp. | 0.04% | Add +0.2% | 6,346,250 | $495.6M |
| LPL Financial LLC | 0.11% | Add +3.5% | 4,989,222 | $389.6M |
| True Link Financial Advisors, LLC | 24.38% | Add +6.3% | 4,852,251 | $378.9M |
| Baird Financial Group, Inc. | 0.51% | Add +14.5% | 4,078,011 | $318.5M |
| Ameriprise Financial Inc. | 0.07% | Add +1.9% | 4,052,118 | $316.0M |
| United Capital Financial Advisors, LLC | 1.90% | Add +10.1% | 3,389,339 | $264.7M |
| Mather Group, Llc. | 2.64% | Add +6.8% | 3,355,023 | $262.0M |
| Tiaa Trust, National Association | 0.47% | Add +5.5% | 2,503,793 | $195.5M |
| Envestnet Portfolio Solutions, Inc. | 0.62% | Reduce -1.7% | 2,153,162 | $168.1M |
| Raymond James Financial Inc. | 0.05% | Add +11.7% | 2,148,355 | $167.8M |
| Jones Financial Companies LLLP | 0.11% | Add +13.9% | 2,119,821 | $165.2M |
| Osaic Holdings, Inc. | 0.23% | Add +12.6% | 2,101,855 | $164.0M |
| Lincoln National Corp. | 4.64% | Add +5.4% | 2,082,460 | $162.6M |
| Wealth Enhancement Advisory Services, LLC | 0.24% | Add +1.2% | 2,002,575 | $156.2M |
| Royal Bank of Canada | 0.03% | Add +3.6% | 1,881,042 | $146.9M |
| Mariner, LLC | 0.18% | Add +6.1% | 1,753,513 | $136.9M |
| UBS Group AG | 0.03% | Add +21.7% | 1,747,391 | $136.5M |
| Retirement Investment Advisors, Inc. | 10.90% | Add +3.0% | 1,679,792 | $131.2M |
| Cetera Investment Advisers | 0.14% | Add +15.2% | 1,488,053 | $116.2M |
| FMR LLC | 0.01% | Reduce -4.3% | 1,449,770 | $113.2M |
| Diana Davis Spencer Foundation | 37.47% | No change | 1,426,000 | $111.4M |
| Efficient Advisors, LLC | 6.01% | Add +6.8% | 1,364,931 | $106.6M |
| Comerica Bank | 0.39% | Add +0.7% | 1,330,635 | $103.9M |
| BCM Advisors, LLC | 20.88% | Add +50.2% | 1,316,515 | $103.8M |
| Bank of New York Mellon Corp | 0.02% | Add +0.3% | 1,326,181 | $103.6M |
| American Trust | 7.58% | Add +8.3% | 1,148,695 | $89.7M |
| Commonwealth Equity Services, LLC | 0.12% | Add +4.1% | 1,139,200 | $89.0M |
| Zhang Financial LLC | 3.61% | Add +41.3% | 1,136,494 | $88.7M |
| Peapack Gladstone Financial Corp. | 1.13% | Add +6.0% | 1,115,209 | $87.1M |
| Truist Financial Corp. | 0.11% | Add +5.7% | 1,028,455 | $80.3M |
| Beacon Capital Management, Inc. | 3.78% | Reduce -24.6% | 1,014,413 | $79.2M |
| Cerity Partners LLC | 0.12% | Add +8.9% | 910,352 | $71.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +0.7% | 880,245 | $68.7M |
| Family Investment Center, Inc. | 14.24% | Add +25.4% | 877,903 | $68.6M |
| US Bancorp \de | 0.08% | Reduce -5.0% | 877,233 | $68.5M |
| Bank of Montreal | 0.03% | Add +7.7% | 876,498 | $68.4M |
| Vanguard Group Inc. | 0.00% | Add +3.3% | 797,278 | $62.3M |
| Wit, LLC | 1.39% | No change | 783,879 | $61.2M |
| JPMorgan Chase & Co. | 0.00% | Add +60.3% | 719,394 | $56.2M |
| Cranbrook Wealth Management, LLC | 11.00% | Add +7.2% | 701,692 | $54.8M |
| Sage Financial Management Group, Inc. | 15.45% | Add +3.2% | 619,682 | $48.4M |
| Francis Financial, Inc. | 8.47% | Add +4.3% | 608,262 | $47.5M |
| Stifel Financial Corp. | 0.04% | Add +33.8% | 599,269 | $46.8M |
| Creative Planning | 0.04% | Reduce -2.0% | 594,694 | $46.4M |
| Reliant Wealth Planning | 14.89% | Reduce -13.5% | 588,270 | $45.9M |
| World Investment Advisors | 0.92% | Add +3.2% | 576,359 | $45.0M |
| Cannon Financial Strategists, Inc. | 6.43% | Add +9.9% | 575,363 | $44.9M |
| Verus Financial Partners, Inc. | 4.30% | Add +2.6% | 572,671 | $44.7M |
| Discipline Wealth Solutions, LLC | 11.53% | Add +3.3% | 559,883 | $43.7M |
| MML Investors Services, LLC | 0.12% | Add +0.1% | 555,558 | $43.4M |
| Mfa Wealth Advisors, LLC | 9.44% | Add +2.9% | 553,608 | $43.2M |
| Janney Montgomery Scott LLC | 0.10% | Add +3.2% | 547,494 | $42.8M |
| Badgley Phelps Wealth Managers, LLC | 0.88% | Reduce -2.0% | 537,405 | $42.0M |
| Scott Capital Advisors, LLC | 9.33% | Add +62.8% | 528,337 | $41.2M |
| HighTower Advisors, LLC | 0.04% | Reduce -3.9% | 503,141 | $39.3M |
| Pinkerton Wealth, LLC | 4.17% | Add +17.4% | 496,670 | $38.8M |
| Franklin, Parlapiano, Turner & Welch, LLC | 9.72% | Add +1.7% | 492,636 | $38.5M |
| Willow Creek Wealth Management Inc. | 3.15% | Add +2.2% | 489,501 | $38.2M |
| Cooper Financial Group | 4.23% | Add +2.6% | 489,211 | $38.2M |
| Stephens Inc. | 0.47% | Add +47.6% | 470,187 | $36.7M |
| Modera Wealth Management, LLC | 0.42% | Reduce -0.7% | 461,798 | $36.1M |
| Burt Wealth Advisors | 8.78% | Add +3.0% | 458,065 | $35.8M |
| Cary Street Partners Financial LLC | 0.92% | Reduce -5.9% | 492,712 | $35.4M |
| Farmers & Merchants Trust Co of Chambersburg PA | 9.93% | Add +7.6% | 450,129 | $35.2M |
| Farther Finance Advisors, LLC | 0.52% | Reduce -14.8% | 443,071 | $34.6M |
| BetterWealth, LLC | 8.19% | Add +3.2% | 440,389 | $34.4M |
| PNC Financial Services Group, Inc. | 0.02% | Reduce -0.4% | 437,421 | $34.2M |
| LVW Advisors, LLC | 3.46% | Add +9.1% | 428,087 | $33.4M |
| Private Advisor Group, LLC | 0.16% | Add +17.7% | 427,368 | $33.4M |
| Everhart Financial Group, Inc. | 3.19% | Reduce -2.6% | 407,710 | $31.8M |
| Avior Wealth Management, LLC | 1.01% | Add +3.5% | 402,867 | $31.5M |
| Gordian Advisors LLC | 20.84% | Add +1.9% | 397,115 | $31.0M |
| Seneschal Advisors, LLC | 22.20% | Reduce -10.2% | 391,599 | $30.6M |
| Brighton Securities Corp. | 15.28% | Reduce -1.4% | 375,625 | $29.3M |
| Rosenberg Matthew Hamilton | 6.31% | Reduce -0.3% | 374,082 | $29.2M |
| Greystone Financial Group, LLC | 4.52% | Reduce -16.1% | 373,742 | $29.2M |
| Geneos Wealth Management Inc. | 0.73% | Add +2.7% | 369,813 | $28.9M |
| Captrust Financial Advisors | 0.06% | Add +3.0% | 365,864 | $28.6M |
| Strategic Advocates LLC | 7.40% | Add +5.1% | 363,863 | $28.4M |
| Wealthfront Advisers LLC | 0.06% | Reduce -1.7% | 349,620 | $27.3M |
| Acorn Creek Capital LLC | 10.12% | Add +6.5% | 343,302 | $26.8M |
| Ballentine Capital Advisors, Inc | 11.67% | Add +3.5% | 338,069 | $26.4M |
| &partners | 0.17% | Add +109.2% | 336,335 | $26.4M |
| Midwest Trust Co | 0.34% | Reduce -0.4% | 337,895 | $26.4M |
| Roundview Capital LLC | 1.67% | Reduce -4.0% | 337,562 | $26.4M |
| Wescott Financial Advisory Group, LLC | 2.34% | Add +11.4% | 333,353 | $26.0M |
| Penserra Capital Management LLC | 0.31% | Reduce -29.9% | 331,945 | $25.9M |
| FPC Investment Advisory, Inc. | 15.27% | Add +6.4% | 325,954 | $25.5M |
| First National Bank & Trust Co. of Newtown | 4.81% | Add +0.3% | 325,043 | $25.4M |
| SMI Advisory Services, LLC | 4.70% | Add +1.2% | 318,471 | $24.9M |
| Windward Private Wealth Management Inc. | 8.44% | Add +0.3% | 313,451 | $24.5M |
| Kropog Financial Group, LLC | 19.72% | New | 308,155 | $24.1M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -0.1% | 297,195 | $23.2M |
| Lodestar Private Asset Management LLC | 2.41% | Add +21.1% | 295,979 | $23.1M |
| Seeds Investor LLC | 4.87% | Add +10.3% | 295,309 | $23.1M |
| First Merchants Corp. | 0.85% | Add +3.3% | 289,280 | $22.6M |
| Boyd Wealth Management, LLC | 9.63% | Add +3798.9% | 286,490 | $22.4M |
| Schiavi & Co LLC | 7.28% | Add +0.3% | 282,925 | $22.1M |
| Betterment LLC | 0.04% | Add +7.2% | 282,041 | $22.0M |
| Citigroup Inc. | 0.01% | Add +0.9% | 276,563 | $21.6M |
| Tandem Financial, LLC | 7.97% | New | 274,110 | $21.4M |
| ForthRight Wealth Management, LLC | 6.19% | Add +3.1% | 272,765 | $21.3M |
| Brewster Financial Planning LLC | 13.37% | Add +3.3% | 272,155 | $21.3M |
| Natixis Advisors, LLC | 0.03% | Add +9.4% | 266,841 | $20.8M |
| American Money Management, LLC | 3.44% | Add +2.3% | 264,333 | $20.6M |
| Hoge Financial Services, LLC | 11.57% | Add +3.1% | 258,448 | $20.2M |
| MAI Capital Management | 0.13% | Add +1.7% | 255,711 | $20.0M |
| Jane Street Group, LLC | 0.02% | Add +14.8% | 253,740 | $19.8M |
| Human Investing LLC | 2.89% | Add +8.6% | 250,173 | $19.5M |
| Prime Capital Investment Advisors, LLC | 0.25% | Add +0.3% | 250,068 | $19.5M |
| Thrivent Financial for Lutherans | 0.04% | Add +136.6% | 247,447 | $19.3M |
| Yeomans Consulting Group, Inc. | 6.56% | Add +40.6% | 243,563 | $19.0M |
| Consolidated Portfolio Review Corp | 2.35% | Reduce -1.0% | 239,523 | $18.7M |
| Trustmark Bank Trust Department | 1.19% | Reduce -16.4% | 234,986 | $18.4M |
| Brown Wealth Management, LLC | 5.15% | Add +14.5% | 234,657 | $18.3M |
| Keyes, Stange & Wooten Wealth Management, LLC | 8.83% | Add +5.7% | 233,567 | $18.2M |
| Certified Advisory Corp | 1.71% | Add +5.5% | 231,094 | $18.0M |
| Parkside Financial Bank & Trust | 1.39% | Add +5.3% | 229,131 | $17.9M |
| Orion Porfolio Solutions, LLC | 0.14% | Reduce -5.7% | 228,798 | $17.9M |
| Retirement Capital Strategies | 6.83% | Add +0.1% | 228,024 | $17.8M |
| Silver Coast Investments LLC | 6.04% | Add +2.5% | 225,190 | $17.6M |
| Darrow Company, Inc. | 8.08% | Add +4.4% | 220,809 | $17.4M |
| Great Valley Advisor Group, Inc. | 0.35% | Add +3.7% | 221,579 | $17.3M |
| Smithfield Trust Co | 0.77% | Add +0.6% | 220,249 | $17.2M |
| Heartwood Wealth Advisors LLC | 1.60% | Add +1.8% | 220,212 | $17.2M |
| CreativeOne Wealth, LLC | 0.42% | Reduce -3.0% | 218,111 | $17.0M |
| Systelligence, LLC | 3.20% | Add +73.9% | 216,161 | $16.9M |
| NewSquare Capital LLC | 1.11% | Add +10.0% | 209,149 | $16.3M |
| Clark Asset Management, LLC | 1.87% | Add +8.9% | 206,038 | $16.1M |
| Cambridge Capital Management, LLC | 7.57% | Add +8.4% | 202,283 | $15.8M |
| Capital Insight Partners, LLC | 2.50% | Reduce -1.4% | 193,714 | $15.1M |
| Montecito Bank & Trust | 2.33% | — | 192,054 | $15.0M |
| Grey Fox Wealth Advisors, LLC | 3.05% | Add +37.9% | 191,752 | $15.0M |
| MBA Advisors LLC | 6.39% | Add +6.1% | 191,459 | $15.0M |
| NewEdge Advisors, LLC | 0.07% | Add +1.6% | 191,092 | $14.9M |
| Pacific Capital Wealth Advisors, Inc. | 2.53% | Reduce -6.4% | 187,347 | $14.6M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Add +11.6% | 186,532 | $14.6M |
| Focus Partners Advisor Solutions, LLC | 0.16% | Add +30.5% | 185,020 | $14.4M |
| Tumwater Wealth Management, LLC | 6.40% | Add +0.3% | 184,515 | $14.4M |
| Lido Advisors, LLC | 0.06% | Add +12.4% | 182,911 | $14.3M |
| Associated Banc-Corp | 0.38% | Add +1.3% | 182,800 | $14.3M |
| Allworth Financial LP | 0.06% | Add +0.2% | 179,355 | $14.0M |
| Mgo One Seven LLC | 0.32% | Add +15.0% | 179,214 | $14.0M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -3.8% | 173,711 | $13.6M |
| City State Bank | 3.85% | Add +9.1% | 170,535 | $13.3M |
| Compass Planning Associates Inc | 12.21% | Add +83.6% | 170,447 | $13.3M |
| Corient Private Wealth LP | 0.02% | Add +12.8% | 165,207 | $12.9M |
| FC Advisory LLC | 3.74% | Add +1.1% | 163,533 | $12.8M |
| GAMMA Investing LLC | 0.70% | Add +11.4% | 163,469 | $12.8M |
| Atria Investments, Inc | 0.15% | Reduce -1.8% | 162,904 | $12.7M |
| Greenup Street Wealth Management LLC | 1.95% | Add +18.3% | 162,413 | $12.7M |
| Neumann Capital Management, LLC | 3.70% | Add +6.4% | 162,195 | $12.7M |
| M&T Bank Corp | 0.04% | Reduce -1.5% | 161,788 | $12.6M |
| Brookstone Capital Management | 0.15% | Add +8.8% | 161,201 | $12.6M |
| Bokf, NA | 0.19% | Add +19.5% | 160,865 | $12.6M |
| Austin Asset Management Co Inc | 2.37% | Reduce -0.8% | 159,711 | $12.5M |
| Fiduciary Financial Group, LLC | 1.94% | Add +8.7% | 157,277 | $12.3M |
| DAVENPORT & Co LLC | 0.07% | Add +4.8% | 157,152 | $12.3M |
| TD Private Client Wealth LLC | 0.27% | Reduce -9.4% | 151,762 | $11.9M |
| Burney Co./ | 0.37% | Reduce -2.1% | 148,931 | $11.6M |
| Citadel Advisors | 0.01% | New | 146,882 | $11.5M |
| Fund Evaluation Group, LLC | 0.41% | Add +22.0% | 144,390 | $11.3M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.8% | 143,941 | $11.2M |
| Gemmer Asset Management LLC | 0.90% | Add +5.8% | 143,355 | $11.2M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Add +8889.6% | 142,934 | $11.2M |
| Sigma Planning Corp | 0.31% | Add +9.0% | 140,546 | $11.0M |
| Asset Management Group, Inc. | 1.79% | Reduce -1.0% | 140,438 | $11.0M |
| Ameritas Investment Partners, Inc. | 0.33% | Add +4.5% | 139,942 | $10.9M |
| Merit Financial Group, LLC | 0.10% | Reduce -16.1% | 138,016 | $10.8M |
| Stephenson & Company, Inc. | 6.16% | Add +0.7% | 137,377 | $10.7M |
| Sanctuary Advisors, LLC | 0.06% | Add +8.4% | 137,263 | $10.7M |
| Fifth Third Bancorp | 0.03% | Reduce -1.0% | 134,305 | $10.5M |
| Verde Capital Management | 2.31% | Add +13.4% | 133,762 | $10.4M |
| Nwam LLC | 0.56% | Add +5.2% | 132,605 | $10.4M |
| Safir Wealth Advisors, LLC | 7.27% | Reduce -0.5% | 131,802 | $10.3M |
| Fonville Wealth Management LLC | 2.31% | Add +15.3% | 131,306 | $10.3M |
| Mach-1 Financial Group, LLC | 1.62% | Add +150.7% | 130,039 | $10.2M |
| Integrity Advisory Solutions, LLC | 1.62% | — | 130,039 | $10.2M |
| Galvin, Gaustad & Stein, LLC | 0.84% | Reduce -0.2% | 129,783 | $10.1M |
| Bank Hapoalim BM | 1.30% | New | 129,000 | $10.1M |
| Mustard Seed Financial, LLC | 6.46% | Add +0.7% | 128,754 | $10.1M |
| Vestmark Advisory Solutions, Inc. | 0.19% | Add +2.6% | 128,094 | $10.0M |
| Cornerstone Wealth Management, LLC | 0.55% | Add +5.4% | 127,326 | $9.9M |
| Fiduciary Wealth Partners, LLC | 4.07% | Reduce -3.6% | 123,997 | $9.7M |
| Focus Partners Wealth | 0.02% | Add +13.3% | 123,128 | $9.6M |
| Phillips Financial Management, LLC | 0.63% | Reduce -1.8% | 122,838 | $9.6M |
| Carl P. Sherr & Co., LLC | 4.36% | Add +5.4% | 117,867 | $9.2M |
| MA Private Wealth | 1.54% | Reduce -5.8% | 117,096 | $9.1M |
| Retirement Planning Group, LLC | 0.32% | Reduce -2.7% | 116,811 | $9.1M |
| Bernardo Wealth Planning LLC | 1.78% | Add +47.3% | 116,368 | $9.1M |
| EverSource Wealth Advisors, LLC | 0.36% | Reduce -0.7% | 115,628 | $9.0M |
| SigFig Wealth Management, LLC | 0.28% | Reduce -1.4% | 114,036 | $8.9M |
| Clarity Wealth Advisors, LLC | 1.96% | Add +18.2% | 114,011 | $8.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.5% | 113,181 | $8.8M |
| Destiny Wealth Partners, LLC | 1.08% | Add +0.1% | 113,101 | $8.8M |
| Mitchell McLeod Pugh & Williams Inc. | 1.40% | Add +26.7% | 110,567 | $8.7M |
| Avantax Planning Partners, Inc. | 0.25% | Reduce -4.4% | 110,623 | $8.6M |
| Fifth Third Securities, Inc. | 0.59% | Add +41.5% | 110,343 | $8.6M |
| Sterling Financial Planning, Inc. | 2.70% | Add +4.1% | 109,556 | $8.6M |
| Blair William & Co. | 0.02% | Reduce -1.0% | 108,904 | $8.5M |
| Joel Isaacson & Co., LLC | 0.30% | Add +20.2% | 107,166 | $8.4M |
| GTS Securities LLC | 0.32% | New | 105,817 | $8.3M |
| Tillman Hartley LLC | 2.11% | Add +4.6% | 104,568 | $8.2M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +662.7% | 103,939 | $8.1M |
| Hanover Advisors Inc. | 3.15% | Reduce -2.2% | 103,873 | $8.1M |
| VCI Wealth Management LLC | 2.45% | Add +5.8% | 103,277 | $8.1M |
| Capital Group Private Client Services, Inc. | 0.13% | Add +7.5% | 102,258 | $8.0M |
| IFG Advisors, LLC | 1.30% | Add +6.1% | 102,038 | $8.0M |
| Refined Wealth Management | 5.11% | Add +4.7% | 101,797 | $7.9M |
| Stephen J. Garry & Associates, LLC | 6.28% | Reduce -0.6% | 100,637 | $7.9M |
| Evolution Advisers, Inc. | 3.48% | Add +12.0% | 98,704 | $7.7M |
| Savant Capital, LLC | 0.05% | Add +1632.8% | 98,543 | $7.7M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +13.0% | 98,456 | $7.7M |
| Synovus Financial Corp. | 0.09% | Add +0.7% | 98,254 | $7.7M |
| Exchange Traded Concepts, LLC | 0.07% | Reduce -24.6% | 97,330 | $7.6M |
| Richmond Brothers, Inc. | 4.76% | Reduce -20.0% | 96,638 | $7.5M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +1.6% | 96,216 | $7.5M |
| Consilium Wealth Advisory, LLC | 2.87% | Add +5.9% | 95,288 | $7.4M |
| Patton Albertson Miller Group, LLC | 0.88% | Add +9.5% | 93,205 | $7.3M |
| San Luis Wealth Advisors LLC | 1.31% | Reduce -31.1% | 93,148 | $7.3M |
| Hurlow Wealth Management Group, Inc. | 1.88% | Add +22.9% | 93,124 | $7.3M |
| Continuum Advisory, LLC | 0.77% | Add +2.4% | 93,072 | $7.3M |
| Parker Financial LLC | 2.95% | Reduce -0.2% | 92,073 | $7.2M |
| Cutler Investment Counsel LLC | 0.74% | Add +0.6% | 90,288 | $7.1M |
| Veridan Wealth LLC | 2.41% | — | 89,744 | $7.0M |
| Bank of Stockton | 1.97% | Reduce -46.9% | 88,577 | $6.9M |
| Aptus Capital Advisors, LLC | 0.06% | Reduce -1.8% | 87,997 | $6.9M |
| Flow Traders U.S. LLC | 0.28% | New | 87,555 | $6.8M |
| Conrad Siegel Investment Advisors, Inc. | 1.43% | Add +5.9% | 87,103 | $6.8M |
| Bay Harbor Wealth Management, LLC | 1.80% | Add +0.5% | 85,115 | $6.6M |
| MassMutual Private Wealth & Trust, FSB | 0.17% | Add +2.0% | 84,985 | $6.6M |
| Sovereign Investment Advisors, LLC | 1.80% | Reduce -15.1% | 84,554 | $6.6M |
| Precision Wealth Strategies, LLC | 2.13% | Reduce -12.5% | 84,279 | $6.6M |
| D.A. Davidson & Co. | 0.04% | Add +8.3% | 83,071 | $6.5M |
| Sunesis Advisors, LLC | 3.03% | — | 82,944 | $6.5M |
| Redhawk Wealth Advisors, Inc. | 0.75% | Add +12.4% | 82,871 | $6.5M |
| Smart Money Group LLC | 1.90% | Add +60.6% | 82,342 | $6.4M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -0.4% | 82,065 | $6.4M |
| Conquis Financial LLC | 6.04% | Reduce -52.0% | 81,691 | $6.4M |
| Sagace Wealth Management LLC | 4.34% | Add +93.7% | 81,547 | $6.4M |
| Mutual Advisors, LLC | 0.14% | Reduce -1.4% | 80,889 | $6.4M |
| Raffa Wealth Management, LLC | 1.14% | Add +1.2% | 81,157 | $6.3M |
| Silver Oak Advisory Group, Inc. | 2.85% | Add +1.7% | 80,644 | $6.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.7% | 78,497 | $6.1M |
| Leeward Financial Partners, LLC | 1.74% | Add +11.6% | 78,152 | $6.1M |
| Evergreen Wealth Management, LLC | 3.20% | Reduce -10.8% | 78,064 | $6.1M |
| Rossby Financial, LCC | 2.01% | Reduce -0.2% | 77,698 | $6.1M |
| Country Trust Bank | 0.13% | No change | 77,000 | $6.0M |
| Milestone Investment Advisors LLC | 1.49% | Add +1.4% | 76,971 | $6.0M |
| Clarity Capital Advisors, LLC | 3.27% | Add +1.9% | 76,925 | $6.0M |
| LexAurum Advisors, LLC | 0.85% | Reduce -1.0% | 76,594 | $6.0M |
| First Heartland Consultants, Inc. | 0.48% | Add +5.4% | 76,505 | $6.0M |
| Genesis Private Wealth, LLC | 2.51% | Add +2.3% | 76,342 | $6.0M |
| Intergy Private Wealth, LLC | 1.85% | Add +3.7% | 75,898 | $5.9M |
| Hohimer Wealth Management, LLC | 0.83% | Add +33.9% | 75,282 | $5.9M |
| Sovereign Financial Group, Inc. | 1.10% | Add +5.4% | 74,897 | $5.8M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.33% | Add +10.2% | 73,418 | $5.7M |
| Pinnacle Financial Partners Inc | 0.14% | Reduce -5.2% | 73,377 | $5.7M |
| Lionshead Wealth Management, LLC | 4.40% | Add +8.8% | 71,061 | $5.5M |
| ESL Trust Services, LLC | 1.08% | Add +15.6% | 70,179 | $5.5M |
| Naples Global Advisors, LLC | 0.42% | Add +18.8% | 69,262 | $5.4M |
| PCG Asset Management, LLC | 4.26% | Add +3.4% | 67,990 | $5.3M |
| Cape Cod Five Cents Savings Bank | 0.49% | No change | 67,689 | $5.3M |
| Hardy Reed LLC | 0.39% | Add +6.6% | 67,373 | $5.3M |
| HUB Investment Partners, LLC | 0.19% | Add +8.4% | 66,295 | $5.2M |
| Momentum Wealth Planning, LLC | 4.08% | Reduce -3.1% | 66,076 | $5.2M |
| Capital Analysts, LLC | 0.15% | Add +40.3% | 65,756 | $5.1M |
| WNY Asset Management, LLC | 0.48% | Add +2.3% | 64,487 | $5.0M |
| Spire Wealth Management | 0.17% | Add +2.3% | 64,467 | $5.0M |
| Prostatis Group LLC | 1.25% | Reduce -1.4% | 63,896 | $5.0M |
| StoneX Group Inc. | 0.22% | Add +9.7% | 63,705 | $5.0M |
| WealthCollab, LLC | 2.29% | Add +2.6% | 63,451 | $5.0M |
| Bessemer Group Inc. | 0.01% | Add +12.3% | 63,444 | $5.0M |
| Deutsche Bank AG | 0.00% | Reduce -10.8% | 63,414 | $5.0M |
| Oak Hill Wealth Advisors, LLC | 0.93% | Add +5.1% | 63,392 | $5.0M |
| Granite Harbor Advisors, Inc. | 2.08% | Add +5.7% | 63,333 | $4.9M |
| Barclays PLC | 0.00% | No change | 62,714 | $4.9M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -0.6% | 62,632 | $4.9M |
| Tritonpoint Wealth, LLC | 0.42% | Reduce -1.4% | 62,310 | $4.9M |
| Planned Solutions, Inc. | 1.68% | Reduce -3.0% | 61,864 | $4.8M |
| PFG Advisors | 0.20% | New | 61,851 | $4.8M |
| Jacobsen Capital Management | 1.63% | Add +0.8% | 61,585 | $4.8M |
| Orrstown Financial Services Inc. | 0.82% | Add +13.5% | 61,554 | $4.8M |
| Prospera Financial Services Inc | 0.08% | Add +4.4% | 61,378 | $4.8M |
| Park National Corp. | 0.15% | Reduce -0.2% | 60,066 | $4.7M |
| Arcataur Capital Management LLC | 1.36% | Reduce -0.1% | 59,445 | $4.6M |
| Diversified Portfolios, Inc. | 0.41% | Reduce -1.8% | 59,435 | $4.6M |
| Harbour Trust & Investment Management Co | 0.48% | Add +2.5% | 59,359 | $4.6M |
| Equity Wealth Partners, LLC | 3.75% | — | 59,199 | $4.6M |
| Centennial Bank | 1.82% | Add +6.9% | 59,196 | $4.6M |
| Aspire Private Capital, LLC | 0.99% | Add +2.6% | 57,537 | $4.5M |
| Capital Advisory Group Advisory Services, LLC | 1.36% | Add +7.9% | 56,078 | $4.4M |
| Family Legacy, Inc. | 1.34% | Add +0.1% | 56,038 | $4.4M |
| Advisors Preferred, LLC | 0.63% | Reduce -43.6% | 54,458 | $4.3M |
| Integrated Advisors Network LLC | 0.18% | Add +9.4% | 54,215 | $4.2M |
| Arcadia Wealth Management, LLC | 1.67% | Reduce -0.4% | 53,786 | $4.2M |
| Marmo Financial Group, LLC | 1.99% | New | 52,607 | $4.1M |
| CoreCap Advisors, LLC | 0.15% | Reduce -2.2% | 51,266 | $4.0M |
| Balance Wealth Partners LLC | 0.94% | Reduce -4.3% | 48,532 | $3.8M |
| Moneta Group Investment Advisors LLC | 0.03% | Add +123.7% | 48,525 | $3.8M |
| White Lighthouse Investment Management Inc. | 0.58% | Reduce -1.8% | 48,448 | $3.8M |
| Brown Advisory Inc. | 0.00% | Add +0.6% | 47,900 | $3.7M |
| Amplius Wealth Advisors, LLC | 0.32% | Reduce -12.5% | 47,127 | $3.7M |
| Valmark Advisers, Inc. | 0.05% | Add +23.0% | 47,069 | $3.7M |
| Red Wave Investments LLC | 1.12% | Reduce -3.1% | 46,823 | $3.7M |
| Meridian Financial Partners LLC | 1.51% | Add +3.8% | 46,453 | $3.6M |
| New Hampshire Trust | 0.69% | Add +24.8% | 46,096 | $3.6M |
| Uptown Financial Advisors LLC | 3.12% | Reduce -1.4% | 45,480 | $3.6M |
| Secure Asset Management, LLC | 0.58% | Add +5.8% | 45,146 | $3.5M |
| Warwick Investment Management, Inc. | 0.60% | Reduce -0.2% | 44,261 | $3.5M |
| Investments & Financial Planning, LLC | 1.86% | Add +6.6% | 44,025 | $3.4M |
| Aureus Asset Management, LLC | 0.22% | Add +0.0% | 43,917 | $3.4M |
| Midwest Financial Network, LLC | 2.76% | Add +10.4% | 43,533 | $3.4M |
| Synergy Asset Management, LLC | 0.12% | Add +192.7% | 43,678 | $3.4M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -1.8% | 43,264 | $3.4M |
| St. Louis Trust Co | 0.42% | No change | 42,920 | $3.4M |
| Kickstand Ventures, Llc. | 0.73% | Reduce -2.4% | 42,595 | $3.3M |
| RS Crum Inc. | 0.72% | Add +1.8% | 41,682 | $3.3M |
| Summit Financial, LLC | 0.05% | Add +65.9% | 41,624 | $3.3M |
| Elevated Capital Advisors, LLC | 0.80% | Reduce -8.2% | 41,195 | $3.2M |
| Kelman-Lazarov, Inc. | 0.47% | Reduce -4.8% | 40,967 | $3.2M |
| Parr McKnight Wealth Management Group, LLC | 0.42% | Add +10.3% | 40,795 | $3.2M |
| Westfuller Advisors, LLC | 1.44% | Reduce -2.8% | 40,611 | $3.2M |
| Dynamic Advisor Solutions LLC | 0.09% | Add +93.2% | 40,352 | $3.2M |
| Manuka Financial, LLC | 1.95% | Add +1.3% | 40,143 | $3.1M |
| Waverly Advisors, LLC | 0.03% | Add +2.3% | 39,357 | $3.1M |
| Jim Saulnier & Associates, LLC | 1.70% | Reduce -16.0% | 39,153 | $3.1M |
| Eclectic Associates Inc. | 0.56% | Add +2.5% | 39,000 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Add +6.4% | 38,950 | $3.0M |
| Sterling Investment Management, LLC | 1.81% | Reduce -2.5% | 38,536 | $3.0M |
| Waller Financial Planning Group, Inc. | 0.69% | Reduce -2.2% | 38,418 | $3.0M |
| Patriot Financial Group Insurance Agency, LLC | 0.38% | Add +142.3% | 37,873 | $3.0M |
| C M Bidwell & Associates Ltd. | 1.42% | Add +0.2% | 37,872 | $3.0M |
| Bay Capital Advisors, LLC | 1.87% | Add +63.2% | 36,808 | $2.9M |
| Defined Financial Planning LLC | 2.35% | Add +24.9% | 36,330 | $2.8M |
| Lynx Investment Advisory | 1.68% | Add +22.9% | 35,939 | $2.8M |
| Nabity-Jensen Investment Management Inc | 1.93% | Add +0.7% | 35,652 | $2.8M |
| PFG Investments, LLC | 0.14% | Add +5.6% | 35,596 | $2.8M |
| Bank of Hawaii | 0.14% | Add +18.5% | 35,577 | $2.8M |
| Wealth Management Associates, Inc. | 0.99% | Add +5.6% | 35,569 | $2.8M |
| Wela Strategies, Inc. | 1.05% | Reduce -0.5% | 35,521 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +6.2% | 35,234 | $2.8M |
| Larson Financial Group LLC | 0.10% | Reduce -28.6% | 34,967 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +5.7% | 34,598 | $2.7M |
| Joseph P. Lucia & Associates, LLC | 1.01% | Reduce -9.8% | 34,305 | $2.7M |
| BancFirst Trust & Investment Management | 1.01% | Add +2.2% | 33,870 | $2.6M |
| KMG Fiduciary Partners, LLC | 0.18% | Reduce -1.1% | 33,853 | $2.6M |
| Caliber Wealth Management, LLC / KS | 0.29% | Add +1.7% | 33,641 | $2.6M |
| Chris Bulman Inc | 1.31% | Add +63.3% | 33,611 | $2.6M |
| Level Four Advisory Services, LLC | 0.09% | Reduce -0.8% | 33,243 | $2.6M |
| MidAtlantic Capital Management, Inc. | 1.75% | Reduce -3.0% | 32,832 | $2.6M |
| Harbour Investments, Inc. | 0.06% | Add +15.6% | 32,513 | $2.5M |
| Matisse Capital | 1.13% | Reduce -1.7% | 32,186 | $2.5M |
| TSA Wealth Managment LLC | 0.85% | Reduce -4.1% | 32,064 | $2.5M |
| Revisor Wealth Management LLC | 0.86% | Reduce -7.9% | 32,168 | $2.5M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Add +478.2% | 31,384 | $2.5M |
| Retirement Wealth Solutions LLC | 1.61% | Add +0.8% | 31,294 | $2.4M |
| AE Wealth Management LLC | 0.02% | Add +20.5% | 31,193 | $2.4M |
| Moisand Fitzgerald Tamayo, LLC | 0.29% | Reduce -6.4% | 31,144 | $2.4M |
| Physician Wealth Solutions Inc. | 1.06% | Reduce -2.5% | 31,126 | $2.4M |
| Hoxton Planning & Management, LLC | 0.78% | Add +35.2% | 31,030 | $2.4M |
| JFS Wealth Advisors, LLC | 0.14% | Add +12.1% | 30,988 | $2.4M |
| Provident Wealth Management, LLC | 0.68% | Reduce -0.4% | 28,770 | $2.2M |
| Tranquilli Financial Advisor LLC | 1.32% | Reduce -32.4% | 28,522 | $2.2M |
| Ieq Capital, LLC | 0.01% | Add +0.2% | 28,496 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +28.2% | 28,440 | $2.2M |
| BLB&B Advisors, LLC | 0.10% | Reduce -20.5% | 28,327 | $2.2M |
| Bourgeon Capital Management LLC | 0.41% | Add +8.2% | 28,227 | $2.2M |
| Patten Group, Inc. | 0.42% | Add +13.0% | 27,710 | $2.2M |
| Compass Financial Group, Inc. | 0.95% | Add +0.7% | 27,182 | $2.1M |
| Savvy Advisors, Inc. | 0.10% | Reduce -2.6% | 27,061 | $2.1M |
| Advisory Services Network, LLC | 0.03% | Add +4.8% | 26,856 | $2.1M |
| Smartleaf Asset Management LLC | 0.13% | Add +1.3% | 26,727 | $2.1M |
| Boston Family Office LLC | 0.13% | Reduce -7.3% | 26,568 | $2.1M |
| Integrated Wealth Concepts LLC | 0.02% | Add +26.3% | 26,425 | $2.1M |
| Ballentine Partners, LLC | 0.03% | Reduce -0.7% | 26,395 | $2.1M |
| Beaird Harris Wealth Management, LLC | 0.15% | Reduce -0.8% | 26,343 | $2.1M |
| Breakwater Capital Group | 0.30% | Add +0.9% | 26,342 | $2.1M |
| Level Financial Advisors | 0.58% | Add +13.9% | 26,311 | $2.1M |
| Capital Advisors, Ltd. LLC | 0.23% | Add +3.3% | 26,249 | $2.0M |
| Lanark Financial, Inc. | 0.16% | Add +8.8% | 26,251 | $2.0M |
| Dopkins Wealth Management, LLC | 0.86% | Add +22.9% | 26,188 | $2.0M |
| B. Riley Wealth Advisors, Inc. | 0.10% | Reduce -3.8% | 25,764 | $2.0M |
| Per Stirling Capital Management, LLC. | 0.24% | Add +10.9% | 25,658 | $2.0M |
| Silvia McColl Wealth Management, LLC | 1.35% | Reduce -1.3% | 25,573 | $2.0M |
| Strategic Investment Advisors / MI | 0.18% | Reduce -4.3% | 25,430 | $2.0M |
| Austin Private Wealth, LLC | 0.15% | Reduce -32.2% | 25,366 | $2.0M |
| Capital Investment Services of America, Inc. | 0.18% | Reduce -0.4% | 25,315 | $2.0M |
| Diversify Advisory Services, LLC | 0.07% | Add +19.8% | 24,963 | $1.9M |
| Edgestream Partners, L.P. | 0.06% | Add +68.8% | 24,808 | $1.9M |
| Quadrature Capital Ltd | 0.02% | New | 24,572 | $1.9M |
| Motco | 0.17% | Reduce -1.2% | 24,255 | $1.9M |
| Pillar Financial Advisors, LLC | 1.15% | Add +0.0% | 23,430 | $1.8M |
| Invenio Wealth Partners LLC | 0.66% | Add +10.3% | 23,285 | $1.8M |
| Parallel Advisors, LLC | 0.03% | Add +78.0% | 22,894 | $1.8M |
| United Bank | 0.21% | No change | 22,249 | $1.7M |
| Atlatl Advisers LLC | 0.69% | Add +10.4% | 22,115 | $1.7M |
| VestGen Advisors, LLC | 0.06% | Add +2.9% | 21,807 | $1.7M |
| HT Partners LLC | 0.52% | Add +2.5% | 21,788 | $1.7M |
| Earned Wealth Advisors, LLC | 0.28% | Reduce -10.6% | 21,714 | $1.7M |
| Life Planning Partners, Inc | 1.23% | Reduce -0.1% | 21,576 | $1.7M |
| Wells Trecaso Financial Group, LLC | 0.79% | Reduce -29.0% | 21,314 | $1.7M |
| Kuhn & Co Investment Counsel | 1.30% | Add +291.2% | 20,981 | $1.6M |
| Renaissance Technologies | 0.00% | Reduce -73.6% | 20,700 | $1.6M |
| Abacus Wealth Partners, LLC | 0.23% | Reduce -0.5% | 20,611 | $1.6M |
| Truvestments Capital LLC | 0.29% | Add +0.3% | 20,356 | $1.6M |
| Wilkins Miller Wealth Management, LLC | 0.98% | Add +72.1% | 20,565 | $1.6M |
| Benjamin Edwards Inc. | 0.02% | Add +112.9% | 19,984 | $1.6M |
| TrueWealth Financial Partners | 0.79% | Reduce -75.1% | 19,920 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +64.3% | 19,807 | $1.5M |
| Global Wealth Management Investment Advisory, Inc. | 0.26% | Reduce -0.9% | 19,805 | $1.5M |
| Kampmann Melissa S. | 1.12% | Add +0.2% | 19,754 | $1.5M |
| Quadrant Capital Group LLC | 0.05% | Reduce -1.0% | 19,641 | $1.5M |
| Mengis Capital Management, Inc. | 0.30% | Add +0.1% | 19,633 | $1.5M |
| 360 Financial, Inc. | 0.49% | Add +1.1% | 17,939 | $1.5M |
| CGN Advisors LLC | 0.12% | Reduce -5.4% | 19,286 | $1.5M |
| Ascent Group, LLC | 0.05% | Reduce -45.2% | 19,260 | $1.5M |
| Shade Tree Advisors LLC | 1.30% | No change | 19,256 | $1.5M |
| Graney & King, LLC | 1.04% | Reduce -9.2% | 19,240 | $1.5M |
| BAM Wealth Management, LLC | 1.15% | — | 19,000 | $1.5M |
| Nalls Sherbakoff Group, LLC | 0.99% | Add +1.4% | 18,877 | $1.5M |
| First Horizon Corp. | 0.07% | — | 18,837 | $1.5M |
| Kingsview Wealth Management, LLC | 0.02% | Add +10.9% | 18,257 | $1.4M |
| Hershey Financial Advisers, LLC | 1.22% | Reduce -14.4% | 18,220 | $1.4M |
| Partners in Financial Planning | 0.24% | Add +0.5% | 18,034 | $1.4M |
| Busey Bank | 0.04% | Reduce -2.7% | 17,985 | $1.4M |
| Eagle Strategies LLC | 0.19% | Reduce -5.3% | 17,975 | $1.4M |
| Plum Street Advisors, LLC | 0.54% | No change | 17,940 | $1.4M |
| Arkadios Wealth Advisors | 0.03% | Add +14.8% | 17,862 | $1.4M |
| Ridgewood Investments LLC | 0.58% | Add +17.6% | 17,705 | $1.4M |
| Rothschild Investment LLC | 0.08% | No change | 17,425 | $1.4M |
| Blue Barn Wealth, LLC | 0.59% | Reduce -1.3% | 17,220 | $1.3M |
| Werba Rubin Papier Wealth Management | 0.21% | Reduce -48.2% | 17,008 | $1.3M |
| Heritage Investors Management Corp. | 0.04% | Reduce -1.9% | 17,004 | $1.3M |
| Park Avenue Securities LLC | 0.01% | New | 16,777 | $1.3M |
| Headinvest, LLC | 0.27% | Add +16.7% | 16,548 | $1.3M |
| Spring Capital Management, LLC | 0.63% | Add +0.9% | 16,524 | $1.3M |
| Frank, Rimerman Advisors LLC | 0.08% | No change | 16,379 | $1.3M |
| Caldwell Trust Co | 0.12% | Add +59.0% | 16,310 | $1.3M |
| Vista Cima Wealth Management LLC | 1.06% | Add +3.8% | 16,245 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -1.9% | 16,204 | $1.3M |
| FinDec Wealth Services, Inc. | 1.30% | Add +0.2% | 16,031 | $1.3M |
| CGC Financial Services, LLC | 0.34% | Add +14.0% | 16,012 | $1.3M |
| PAX Financial Group, LLC | 0.22% | Reduce -11.3% | 15,984 | $1.2M |
| Retireful, LLC | 1.20% | New | 15,878 | $1.2M |
| Connecticut Wealth Management, LLC | 0.06% | Reduce -38.6% | 15,874 | $1.2M |
| FourThought Financial Partners, LLC | 0.11% | Reduce -16.5% | 15,714 | $1.2M |
| Meridian Wealth Management, LLC | 0.05% | Add +3.8% | 15,734 | $1.2M |
| Lighthouse Wealth Management Inc. | 0.99% | Add +0.0% | 15,593 | $1.2M |
| Sheets Smith Wealth Management | 0.14% | Reduce -0.8% | 15,581 | $1.2M |
| Anderson Hoagland & Co. | 0.11% | No change | 15,496 | $1.2M |
| NBT Bank, N.A. | 0.08% | Reduce -41.8% | 15,373 | $1.2M |
| CENTRAL TRUST Co | 0.03% | Reduce -2.8% | 15,371 | $1.2M |
| 2UniFi Bank | 0.60% | Add +34.4% | 15,309 | $1.2M |
| FSB Premier Wealth Management, Inc. | 0.39% | Reduce -0.8% | 15,296 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -0.3% | 15,295 | $1.2M |
| Independent Financial Group, LLC | 0.03% | Add +0.0% | 15,221 | $1.2M |
| Private Trust Co. NA | 0.10% | Add +39.6% | 15,108 | $1.2M |
| Fagan Associates, Inc. | 0.16% | Reduce -1.0% | 15,025 | $1.2M |
| Cwm, LLC | 0.00% | Add +64.2% | 14,866 | $1.2M |
| Houlihan Financial Resource Group, Ltd. | 1.01% | Reduce -56.8% | 14,730 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +2.9% | 14,682 | $1.1M |
| Northern Trust Corp. | 0.00% | Add +10.3% | 14,461 | $1.1M |
| Avidian Wealth Enterprises, LLC | 0.04% | Add +11.4% | 14,418 | $1.1M |
| Citizens Financial Group Inc. | 0.02% | Add +11.8% | 14,245 | $1.1M |
| Mountain Pacific Investment Advisers LLC | 0.17% | Add +2.6% | 14,110 | $1.1M |
| Trust Co. of Vermont | 0.05% | Add +15.3% | 14,081 | $1.1M |
| Market Street Wealth Management Advisors LLC | 0.17% | No change | 14,048 | $1.1M |
| Mayflower Financial Advisors, LLC | 0.14% | Reduce -7.2% | 13,941 | $1.1M |
| Hilltop Holdings Inc. | 0.06% | Reduce -4.8% | 13,886 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Reduce -13.1% | 13,815 | $1.1M |
| Calton & Associates, Inc. | 0.16% | Add +11.8% | 13,782 | $1.1M |
| Estate Counselors, LLC | 0.09% | No change | 13,710 | $1.1M |
| Asset Allocation Strategies LLC | 0.21% | Reduce -38.9% | 13,651 | $1.1M |
| Wheelhouse Advisory Group LLC | 0.46% | Reduce -1.9% | 13,610 | $1.1M |
| International Assets Investment Management, LLC | 0.08% | No change | 13,664 | $1.1M |
| F/m Investments LLC | 0.04% | Add +6.4% | 13,331 | $1.0M |
| Foundations Investment Advisors, LLC | 0.02% | Add +211.6% | 13,274 | $1.0M |
| Easterly Investment Partners LLC | 0.07% | No change | 13,196 | $1.0M |
| Koshinski Asset Management, Inc. | 0.07% | Add +1.1% | 13,194 | $1.0M |
| Mascagni Wealth Management, Inc. | 0.79% | Reduce -2.5% | 13,106 | $1.0M |
| National Bank of Canada | 0.00% | Add +33.7% | 13,038 | $1.0M |
| Security Financial Services, INC. | 0.16% | Reduce -1.1% | 12,726 | $994K |
| Kondo Wealth Advisors, Inc. | 0.40% | Add +2.7% | 12,724 | $994K |
| Qube Research & Technologies Ltd | 0.00% | New | 12,709 | $992K |
| IFP Advisors, Inc | 0.03% | Add +1.2% | 12,668 | $989K |
| Courage Miller Partners, LLC | 0.29% | Add +0.4% | 12,256 | $957K |
| Verdence Capital Advisors LLC | 0.06% | Add +43.6% | 12,126 | $955K |
| Cadent Capital Advisors, LLC | 0.25% | Reduce -14.3% | 12,079 | $943K |
| Signal Advisors Wealth, LLC | 0.09% | Add +62.7% | 12,079 | $943K |
| Advisory Alpha, LLC | 0.03% | Reduce -59.6% | 11,983 | $937K |
| First County Bank | 0.48% | Add +6.4% | 11,956 | $934K |
| Pacific Financial Group Inc. | 0.69% | Reduce -4.5% | 11,939 | $932K |
| Atlantic Family Wealth, LLC | 0.71% | Add +26.1% | 11,827 | $924K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -5.1% | 11,818 | $923K |
| TCI Wealth Advisors, Inc. | 0.06% | Add +33.6% | 11,806 | $922K |
| Country Club Bank | 0.05% | Reduce -4.9% | 11,733 | $916K |
| InvesTrust | 0.33% | No change | 11,660 | $911K |
| Carmel Capital Partners, LLC | 0.38% | Reduce -0.4% | 11,639 | $909K |
| Absolute Capital Management, LLC | 0.39% | Add +1.0% | 11,605 | $906K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.7% | 11,564 | $903K |
| Vaughan Nelson Investment Management, L.P. | 0.01% | No change | 11,486 | $897K |
| Five Pine Wealth Management | 0.61% | Reduce -27.3% | 11,866 | $897K |
| Lion Street Advisors, LLC | 0.31% | Add +80.8% | 10,058 | $894K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -24.4% | 11,384 | $889K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -12.2% | 11,089 | $873K |
| Shepherd Kaplan Krochuk, LLC | 0.72% | Add +41.5% | 11,170 | $872K |
| Rwa Wealth Partners, LLC | 0.01% | Add +0.1% | 11,077 | $865K |
| Kovack Advisors, Inc. | 0.08% | Add +1.9% | 10,949 | $855K |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.3% | 10,917 | $853K |
| Shelter Mutual Insurance Co | 0.19% | No change | 10,900 | $851K |
| Welch & Forbes LLC | 0.01% | Add +4.9% | 10,838 | $846K |
| Invesco Ltd. | 0.00% | Add +0.4% | 10,770 | $841K |
| Platform Technology Partners | 0.20% | Reduce -8.9% | 10,768 | $841K |
| Family Wealth Partners, LLC | 0.31% | Reduce -0.6% | 10,722 | $837K |
| American National Bank of Texas | 0.76% | — | 10,379 | $810K |
| Becker Capital Management Inc. | 0.02% | Add +6.0% | 10,320 | $806K |
| Outlook Wealth Advisors, LLC | 0.20% | Reduce -0.6% | 10,280 | $803K |
| LifePlan Investment Advisors, Inc. | 0.33% | Add +18.7% | 10,220 | $798K |
| Websterrogers Financial Advisors, LLC | 0.24% | Add +0.2% | 10,194 | $796K |
| Guidance Capital, Inc. | 0.21% | Add +65.1% | 10,053 | $792K |
| SageView Advisory Group, LLC | 0.03% | Add +1.2% | 10,107 | $789K |
| Maia Wealth LLC | 0.13% | Add +12.8% | 10,005 | $780K |
| Zuckerman Investment Group, LLC | 0.07% | Add +2.6% | 9,969 | $778K |
| United Community Bank | 0.24% | Add +179.9% | 9,939 | $776K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 9,816 | $767K |
| Brio Consultants, LLC | 0.10% | Add +1.4% | 9,773 | $763K |
| Powers Advisory Group, LLC | 0.30% | Reduce -4.2% | 9,729 | $760K |
| Compound Planning, Inc. | 0.02% | Add +172.4% | 9,725 | $759K |
| Fort Washington Investment Advisors Inc. | 0.00% | Reduce -4.9% | 9,673 | $755K |
| WealthCare Investment Partners, LLC | 0.24% | Add +1.5% | 9,642 | $753K |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -50.8% | 9,639 | $753K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +225.2% | 9,618 | $751K |
| Private Wealth Group, LLC | 0.37% | No change | 9,597 | $749K |
| Successful Portfolios LLC | 0.44% | Add +4.6% | 9,564 | $747K |
| First Citizens Financial Corp | 0.37% | Add +13.8% | 9,543 | $745K |
| Eagle Global Advisors LLC | 0.03% | Add +13.4% | 9,450 | $738K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -17.5% | 9,412 | $735K |
| Ramiah Investment Group | 0.65% | Reduce -2.1% | 9,367 | $731K |
| Uptick Partners, LLC | 0.19% | Reduce -4.6% | 9,252 | $722K |
| Members Trust Co | 0.02% | New | 9,250 | $722K |
| Barnes Pettey Financial Advisors, LLC | 0.39% | Add +1.6% | 9,186 | $717K |
| GWN Securities Inc. | 0.17% | Reduce -41.4% | 9,127 | $715K |
| Traveka Wealth, LLC | 0.31% | Reduce -15.6% | 8,897 | $695K |
| Prospera Capital Management, LLC | 0.34% | Add +1.0% | 8,927 | $695K |
| Professional Financial Advisors, LLC | 0.15% | Add +27.4% | 8,857 | $692K |
| UMB Bank, n.a. | 0.01% | No change | 8,837 | $690K |
| Murphy & Mullick Capital Management Corp | 0.51% | Reduce -42.8% | 8,830 | $690K |
| Leavell Investment Management, Inc. | 0.03% | Add +0.5% | 8,790 | $686K |
| PBMares Wealth Management LLC | 0.11% | No change | 8,746 | $683K |
| Ashton Thomas Securities, LLC | 0.10% | Reduce -13.6% | 8,722 | $681K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.9% | 8,683 | $678K |
| Argonautica Private Wealth Management, Inc. | 0.19% | Add +2.5% | 8,478 | $662K |
| Principal Securities, Inc. | 0.01% | Add +3.4% | 8,415 | $657K |
| One Wealth Advisors, LLC | 0.08% | Reduce -4.7% | 8,408 | $657K |
| Northwest Wealth Management, LLC | 0.11% | Add +6.0% | 8,405 | $656K |
| Latko Wealth Management, Ltd. | 0.33% | Add +29.3% | 8,342 | $651K |
| Arlington Financial Advisors, LLC | 0.10% | Reduce -0.7% | 8,306 | $649K |
| WPG Advisers, LLC | 0.50% | Reduce -4.2% | 8,289 | $647K |
| Global Financial Private Client, LLC | 0.23% | Add +1.2% | 8,255 | $645K |
| WoodTrust Financial Corp | 0.08% | New | 8,236 | $643K |
| Apella Capital, LLC | 0.01% | Reduce -52.5% | 8,163 | $643K |
| Fiduciary Trust Co | 0.01% | Reduce -24.7% | 8,182 | $639K |
| Sonata Capital Group Inc. | 0.24% | Add +1.2% | 8,171 | $638K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +6.8% | 8,093 | $632K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +64.6% | 8,039 | $628K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -60.5% | 7,994 | $624K |
| Wealth Management Nebraska | 0.07% | Add +17.9% | 7,979 | $623K |
| Arete Wealth Advisors, LLC | 0.04% | Add +62.1% | 7,923 | $619K |
| HRT Financial LP | 0.00% | New | 7,928 | $619K |
| Kanawha Capital Management LLC | 0.04% | Add +12.8% | 7,880 | $615K |
| Ground Swell Capital, LLC | 1.35% | New | 7,877 | $615K |
| CWA Asset Management Group, LLC | 0.02% | Reduce -7.5% | 7,785 | $608K |
| Alamar Capital Management, LLC | 0.32% | Add +4.0% | 7,757 | $606K |
| Orleans Capital Management Corp. | 0.39% | Reduce -26.0% | 7,740 | $604K |
| Creative Financial Designs Inc. | 0.04% | Add +20.6% | 7,726 | $603K |
| Stockman Wealth Management, Inc. | 0.07% | Add +3.2% | 7,567 | $591K |
| Woodward Diversified Capital, LLC | 0.27% | Reduce -47.2% | 7,530 | $588K |
| Diversify Wealth Management, LLC | 0.03% | Add +132.8% | 7,525 | $586K |
| OLIO Financial Planning | 0.17% | Add +0.0% | 7,466 | $583K |
| Maxele Advisors, LLC | 0.50% | Add +142.9% | 7,359 | $575K |
| Evanson Asset Management, LLC | 0.03% | No change | 7,104 | $555K |
| Bank of New Hampshire | 0.13% | Reduce -4.0% | 7,074 | $552K |
| Pinnacle Bancorp, Inc. | 0.16% | Add +1.2% | 6,968 | $544K |
| McAdam, LLC | 0.03% | Add +4.9% | 6,964 | $544K |
| Cypress Wealth Services, LLC | 0.09% | Reduce -1.7% | 6,959 | $543K |
| Brookwood Investment Group LLC | 0.07% | Reduce -14.2% | 6,941 | $542K |
| SWP Financial LLC | 0.27% | Reduce -0.8% | 6,909 | $539K |
| Idaho Trust Co | 0.18% | Reduce -0.3% | 6,877 | $537K |
| Southland Equity Partners LLC | 0.11% | Reduce -3.4% | 6,843 | $534K |
| Triton Financial Group Inc | 0.35% | Reduce -3.8% | 6,761 | $528K |
| Northstar Financial Companies, Inc. | 0.49% | Add +39.8% | 6,753 | $527K |
| DBK Financial Counsel, LLC | 0.44% | Reduce -12.1% | 6,740 | $526K |
| RFG Advisory, LLC | 0.01% | Reduce -13.7% | 6,715 | $524K |
| Tudor Investment Corporation | 0.00% | Reduce -33.6% | 6,631 | $518K |
| Allen Investment Management, LLC | 0.01% | No change | 6,549 | $511K |
| Breakwater Investment Management | 0.19% | No change | 6,501 | $508K |
| Barrett & Company, Inc. | 0.17% | Add +0.1% | 6,493 | $507K |
| Focus Financial Network, Inc. | 0.02% | New | 6,477 | $506K |
| Golden State Wealth Management, LLC | 0.06% | Reduce -0.7% | 6,474 | $506K |
| Echo Wealth Management, LLC | 0.29% | Reduce -19.7% | 6,467 | $505K |
| Peak Planning Group, LLC | 0.26% | New | 6,396 | $499K |
| Vance Wealth, LLC | 0.15% | Add +1.4% | 6,394 | $499K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.9% | 6,358 | $496K |
| Fisher Asset Management | 0.00% | Add +111.1% | 6,355 | $496K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +5.8% | 6,350 | $496K |
| TD Capital Management LLC | 0.04% | Add +0.2% | 6,268 | $489K |
| Legacy Trust | 0.10% | Add +36.7% | 6,261 | $489K |
| Bruce G. Allen Investments, LLC | 0.35% | Add +1.0% | 6,236 | $487K |
| BridgePort Financial Solutions, LLC | 0.13% | New | 6,222 | $486K |
| Petix & Botte Co | 0.11% | Add +0.2% | 6,199 | $484K |
| Allen Mooney & Barnes Investment Advisors LLC | 0.07% | No change | 6,134 | $479K |
| Smith, Moore & Co. | 0.04% | Add +7.7% | 6,067 | $474K |
| Stanley-Laman Group, Ltd. | 0.07% | Reduce -2.9% | 5,608 | $472K |
| Clearstead Advisors, LLC | 0.01% | Reduce -19.7% | 6,036 | $471K |
| Thrive Capital Management, LLC | 0.12% | Add +38.8% | 6,035 | $471K |
| Magnolia Private Wealth, LLC | 0.34% | New | 6,000 | $469K |
| Ignite Planners, LLC | 0.08% | No change | 5,992 | $468K |
| VestGen Investment Management | 0.28% | Add +3.3% | 5,965 | $466K |
| Wesbanco Bank Inc. | 0.01% | Add +0.8% | 5,951 | $465K |
| Assetmark, Inc. | 0.00% | Add +26.4% | 5,940 | $464K |
| Radnor Capital Management, LLC | 0.07% | No change | 5,912 | $462K |
| Mogy Joel R Investment Counsel Inc. | 0.03% | No change | 5,900 | $461K |
| Elevatus Welath Management | 0.13% | Reduce -14.9% | 5,888 | $460K |
| Hills Bank & Trust Co | 0.03% | No change | 5,785 | $452K |
| KPP Advisory Services LLC | 0.07% | Reduce -0.5% | 5,755 | $449K |
| Dearborn Partners LLC | 0.02% | Add +6.0% | 5,691 | $444K |
| MeadowBrook Investment Advisors LLC | 0.38% | No change | 5,550 | $438K |
| FineMark National Bank & Trust | 0.01% | Add +6.7% | 5,553 | $434K |
| Thomasville National Bank | 0.03% | No change | 5,500 | $429K |
| RoundAngle Advisors LLC | 0.33% | Reduce -1.8% | 5,495 | $429K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -4.9% | 5,485 | $428K |
| LongView Wealth Management | 0.12% | Reduce -5.7% | 5,469 | $427K |
| Maripau Wealth Management LLC | 0.21% | Reduce -5.9% | 5,468 | $427K |
| Private Management Group Inc. | 0.01% | No change | 5,449 | $426K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 5,445 | $425K |
| One Capital Management, LLC | 0.01% | New | 5,363 | $419K |
| Brookmont Capital Management | 0.23% | Reduce -22.4% | 5,328 | $416K |
| Capital Asset Advisory Services LLC | 0.02% | Add +22.3% | 5,316 | $415K |
| Indiana Trust & Investment Management Co | 0.13% | No change | 5,300 | $414K |
| Long Island Wealth Management, Inc. | 0.20% | Add +1.0% | 5,283 | $413K |
| Smallwood Wealth Investment Management, LLC | 0.21% | No change | 5,275 | $412K |
| Andrews, Lucia Wealth Management LLC | 0.25% | Reduce -2.4% | 5,267 | $411K |
| Trilogy Capital Inc. | 0.02% | Add +1.0% | 5,197 | $406K |
| Chapin Davis, Inc. | 0.10% | Reduce -3.9% | 5,180 | $405K |
| NewEdge Wealth, LLC | 0.01% | Add +23.3% | 5,200 | $404K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +1.1% | 5,176 | $404K |
| XTX Topco Ltd | 0.02% | Reduce -23.4% | 5,175 | $404K |
| CX Institutional | 0.01% | Add +0.2% | 5,159 | $403K |
| Brooklyn Investment Group | 0.05% | No change | 5,226 | $403K |
| Strathmore Capital Advisors, Inc. | 0.16% | Reduce -7.4% | 5,153 | $402K |
| TBH Global Asset Management, LLC | 0.08% | New | 5,077 | $396K |
| WealthTrak Capital Management LLC | 0.33% | Add +2.5% | 5,060 | $395K |
| Poinciana Advisors Group, LLC | 0.33% | Add +1.0% | 5,055 | $395K |
| FSA Advisors, Inc. | 0.31% | New | 5,022 | $392K |
| Buck Wealth Strategies, LLC | 0.05% | Add +0.2% | 4,925 | $385K |
| Compass Advisory Group LLC | 0.11% | Add +1.0% | 4,924 | $385K |
| Ancora Advisors LLC | 0.01% | Add +0.9% | 4,921 | $384K |
| MADDEN SECURITIES Corp | 0.12% | Add +3.4% | 4,915 | $384K |
| MPWM Advisory Solutions, LLC | 0.23% | Add +26.2% | 4,912 | $384K |
| Wedbush Securities Inc. | 0.01% | Reduce -32.7% | 4,853 | $379K |
| Fourth Dimension Wealth, LLC | 0.14% | Reduce -8.1% | 4,809 | $376K |
| Franklin Resources Inc. | 0.00% | Reduce -9.8% | 4,765 | $372K |
| Drucker Wealth 3.0, LLC | 0.07% | Reduce -11.5% | 4,735 | $370K |
| Apollon Wealth Management, LLC | 0.01% | Add +13.8% | 4,722 | $369K |
| Liberty Wealth Management LLC | 0.05% | Add +10.0% | 4,696 | $367K |
| Capital Advisors Wealth Management, LLC | 0.05% | Add +17.9% | 4,696 | $367K |
| Montz Harcus Wealth Management LLC | 0.16% | Add +1.3% | 4,695 | $367K |
| Loudon Investment Management, LLC | 0.19% | Add +2.5% | 4,684 | $366K |
| Flagstar Securities, Inc. | 0.11% | Add +1.0% | 4,630 | $362K |
| SilverOak Wealth Management LLC | 0.06% | Reduce -1.4% | 4,621 | $361K |
| Swisher Financial Concepts, Inc. | 0.22% | Add +34.6% | 4,611 | $360K |
| Northstar Group, Inc. | 0.05% | Reduce -14.0% | 4,590 | $358K |
| EnRich Financial Partners LLC | 0.10% | Reduce -13.0% | 4,569 | $357K |
| SeaCrest Wealth Management, LLC | 0.04% | No change | 4,547 | $355K |
| Bedel Financial Consulting, Inc. | 0.05% | Add +0.7% | 4,533 | $354K |
| New Covenant Trust Company, N.A. | 0.33% | No change | 4,519 | $353K |
| Cerro Pacific Wealth Advisors LLC | 0.10% | New | 4,514 | $352K |
| Apexium Financial, LP | 0.02% | Add +0.2% | 4,507 | $352K |
| Center For Asset Management LLC | 0.19% | Add +4.5% | 4,502 | $352K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 4,482 | $350K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Reduce -2.7% | 4,242 | $331K |
| Arbor Wealth Advisors LLC | 0.25% | Add +0.4% | 4,235 | $331K |
| Caitlin John, LLC | 0.23% | Reduce -0.1% | 4,209 | $329K |
| Tme Financial, Inc. | 0.25% | Reduce -7.6% | 4,190 | $327K |
| Moors & Cabot, Inc. | 0.01% | Add +13.1% | 4,157 | $325K |
| Greenwich Wealth Management LLC | 0.02% | No change | 4,115 | $321K |
| Panoramic Investment Advisors, LLC | 0.18% | No change | 4,100 | $320K |
| Strategic Family Wealth Counselors, L.L.C. | 0.08% | No change | 4,089 | $319K |
| PKS Advisory Services, LLC | 0.07% | Add +1.1% | 4,047 | $316K |
| Summit Wealth Group, LLC | 0.08% | Add +4.2% | 4,044 | $316K |
| Maridea Wealth Management LLC | 0.05% | New | 3,996 | $315K |
| LaFleur & Godfrey LLC | 0.04% | Add +5.9% | 4,012 | $313K |
| Golden Road Advisors LLC | 0.18% | No change | 3,994 | $312K |
| FFG Retirement Advisors LLC | 0.19% | No change | 3,961 | $309K |
| IFG Advisory, LLC | 0.01% | Reduce -6.3% | 3,921 | $306K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -11.1% | 3,884 | $303K |
| Keybank National Association | 0.00% | Reduce -60.7% | 3,869 | $302K |
| Redwood Investment Management, LLC | 0.03% | Reduce -15.4% | 3,862 | $302K |
| Fulton Breakefield Broenniman LLC | 0.02% | Add +2.0% | 3,857 | $301K |
| Bogart Wealth, LLC | 0.01% | Add +28.6% | 3,831 | $299K |
| Soltis Investment Advisors LLC | 0.02% | Add +11.2% | 3,830 | $299K |
| Anchor Investment Management, LLC | 0.02% | Reduce -7.7% | 3,805 | $297K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +17.5% | 3,803 | $297K |
| Bath Savings Trust Co | 0.03% | Reduce -1.1% | 3,770 | $294K |
| Prestige Wealth Management Group LLC | 0.06% | Add +38.4% | 3,763 | $294K |
| Arcadia Wealth Management, Inc. | 0.18% | No change | 3,743 | $292K |
| Endeavor Private Wealth, Inc. | 0.09% | New | 3,735 | $292K |
| World Equity Group, Inc. | 0.07% | Reduce -0.5% | 3,715 | $290K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 3,711 | $290K |
| Gibraltar Capital Management, Inc. | 0.05% | No change | 3,705 | $289K |
| Duncan Williams Asset Management, LLC | 0.08% | No change | 3,694 | $288K |
| OMNI 360 Wealth, Inc. | 0.16% | Add +3.6% | 3,693 | $288K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 3,675 | $287K |
| Western Wealth Management, LLC | 0.02% | Reduce -22.3% | 3,658 | $286K |
| Gibson Capital, LLC | 0.05% | No change | 3,595 | $281K |
| My Personal CFO, LLC | 0.11% | New | 3,568 | $279K |
| Foundation Wealth Management, LLC\PA | 0.11% | No change | 3,568 | $279K |
| Forum Private Client Group LLC | 0.10% | Reduce -0.2% | 3,562 | $278K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.11% | Add +0.3% | 3,540 | $276K |
| Forefront Wealth Management Inc. | 0.20% | Add +1.0% | 3,538 | $276K |
| Rf&l Wealth Management, LLC | 0.16% | No change | 3,535 | $276K |
| S.A. Mason LLC | 0.12% | No change | 3,471 | $271K |
| NorthRock Partners, LLC | 0.00% | New | 3,469 | $271K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Add +0.1% | 3,463 | $270K |
| Dakota Wealth Management | 0.01% | Reduce -10.2% | 3,425 | $267K |
| Mission Creek Capital Partners, Inc. | 0.05% | Add +0.1% | 3,406 | $266K |
| CRA Financial Services, LLC | 0.04% | Add +17.2% | 3,400 | $266K |
| Godshalk Welsh Capital Management, Inc. | 0.15% | Reduce -8.0% | 3,375 | $264K |
| Mesirow Financial Investment Management, Inc. | 0.00% | No change | 3,367 | $263K |
| TCFG Wealth Management, LLC | 0.10% | New | 3,365 | $263K |
| Wealthspire Retirement, LLC | 0.02% | Add +2.5% | 3,348 | $261K |
| BlackRock, Inc. | 0.00% | Reduce -5.5% | 3,347 | $261K |
| TAGStone Capital, Inc. | 0.10% | Reduce -5.9% | 3,342 | $261K |
| Rockwood Wealth Management, LLC | 0.02% | No change | 3,316 | $259K |
| Cary Street Partners Investment Advisory LLC | 0.11% | No change | 3,304 | $258K |
| Kestra Investment Management, LLC | 0.01% | Reduce -13.8% | 3,302 | $258K |
| TrueWealth Advisors, LLC | 0.07% | Reduce -0.4% | 3,275 | $256K |
| Wealthspire Advisors, LLC | 0.00% | Add +11.9% | 3,248 | $254K |
| Crux Wealth Advisors | 0.10% | New | 3,245 | $253K |
| TFB Advisors LLC | 0.07% | Reduce -16.0% | 3,221 | $253K |
| Horst & Graben Wealth Management LLC | 0.04% | Add +0.8% | 3,227 | $252K |
| Essex Bank | 0.06% | No change | 3,141 | $245K |
| Delta Financial Advisors LLC | 0.07% | New | 3,120 | $244K |
| Friday Financial | 0.10% | No change | 3,113 | $243K |
| IHT Wealth Management, LLC | 0.01% | Add +0.9% | 3,097 | $242K |
| Aegis Wealth Management LLC | 0.13% | No change | 3,091 | $241K |
| Tranquility Partners, LLC | 0.08% | New | 3,076 | $240K |
| GeoWealth Management, LLC | 0.01% | Add +726.1% | 3,073 | $240K |
| Redwood Park Advisors LLC | 0.18% | Add +1.0% | 3,041 | $237K |
| Mullaney, Keating & Wright, Inc. | 0.13% | New | 3,033 | $237K |
| Modern Wealth Management, LLC | 0.00% | Reduce -7.6% | 3,002 | $234K |
| AMG National Trust Bank | 0.01% | New | 2,995 | $234K |
| Brightwater Advisory LLC | 0.16% | No change | 2,988 | $233K |
| Prudent Man Advisors, LLC | 0.09% | No change | 2,978 | $233K |
| Kathmere Capital Management, LLC | 0.02% | No change | 2,966 | $232K |
| Planning Directions Inc. | 0.12% | New | 2,962 | $231K |
| Concord Wealth Partners | 0.03% | No change | 2,960 | $231K |
| Vista Investment Partners Ii, LLC | 0.11% | New | 2,952 | $231K |
| Investment Advisory Group, LLC | 0.06% | Reduce -3.3% | 2,925 | $228K |
| Valpey Financial Services, LLC | 0.15% | Add +1.0% | 2,925 | $228K |
| Elevation Capital Advisory, LLC | 0.09% | Reduce -8.5% | 2,905 | $227K |
| Oarsman Capital, Inc. | 0.03% | Add +5.2% | 2,903 | $227K |
| Evoke Wealth, LLC | 0.00% | New | 2,886 | $225K |
| HF Advisory Group, LLC | 0.08% | Add +2.2% | 2,876 | $225K |
| Stonebridge Financial Group, LLC | 0.02% | Add +3.5% | 2,864 | $224K |
| Moloney Securities Asset Management, LLC | 0.03% | New | 2,856 | $223K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -0.3% | 2,844 | $222K |
| Symphony Financial, Ltd. Co. | 0.03% | No change | 2,841 | $222K |
| St. Nicholas Private Asset Management, Inc. | 0.19% | Reduce -0.9% | 2,833 | $221K |
| Transcendent Capital Group LLC | 0.10% | No change | 2,810 | $219K |
| Money Concepts Capital Corp. | 0.01% | Reduce -17.2% | 2,797 | $218K |
| United Advisor Group, LLC | 0.03% | Add +0.4% | 2,757 | $215K |
| Rossmore Private Capital | 0.02% | No change | 2,716 | $212K |
| RCS Financial Planning, LLC | 0.09% | Reduce -14.0% | 2,701 | $211K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -61.8% | 2,692 | $210K |
| BNC Wealth Management, LLC | 0.05% | Reduce -1.9% | 2,692 | $210K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 2,679 | $209K |
| Summit Wealth & Retirement Planning, Inc. | 0.05% | New | 2,678 | $209K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -5.1% | 2,677 | $209K |
| Potomac Fund Management Inc. | 0.01% | Reduce -0.7% | 2,676 | $209K |
| Hall Laurie J Trustee | 0.07% | No change | 2,675 | $209K |
| Dimension Capital Management LLC | 0.03% | No change | 2,668 | $208K |
| Sonoma Allocations LLC | 0.08% | — | 2,641 | $208K |
| MRWM Advisors, LLC | 0.12% | New | 2,637 | $206K |
| Elevate Wealth Advisory, Inc. | 0.15% | No change | 2,621 | $205K |
| Bond & Devick Financial Network, Inc. | 0.06% | No change | 2,602 | $203K |
| Meridian Investment Counsel Inc. | 0.05% | No change | 2,593 | $202K |
| Brady Martz Wealth Solutions, LLC | 0.04% | Reduce -4.3% | 2,584 | $202K |
| Sterling Wealth Management, Inc. | 0.06% | Reduce -13.6% | 2,567 | $200K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +107.4% | 2,501 | $195K |
| Transamerica Financial Advisors, LLC | 0.02% | New | 2,405 | $188K |
| Abound Wealth Management | 0.05% | Add +110.0% | 2,312 | $181K |
| Twin City Private Wealth, LLC | 0.14% | Add +7.6% | 2,302 | $180K |
| Blume Capital Management, Inc. | 0.03% | No change | 2,206 | $172K |
| Dakota Community Bank & Trust NA | 0.68% | No change | 2,197 | $172K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +0.3% | 2,183 | $170K |
| Raleigh Capital Management Inc. | 0.06% | Reduce -2.5% | 2,177 | $170K |
| Kennebec Savings Bank | 0.15% | Reduce -20.3% | 2,155 | $168K |
| Salem Investment Counselors Inc. | 0.00% | Add +0.5% | 2,137 | $167K |
| Integrity Financial Corp | 0.08% | Reduce -58.9% | 2,116 | $165K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -6.7% | 2,109 | $165K |
| Richardson Financial Services Inc. | 0.10% | No change | 2,108 | $165K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 2,041 | $159K |
| Strategic Wealth Partners, Ltd. | 0.01% | Add +0.8% | 1,853 | $145K |
| REAP Financial Group, LLC | 0.03% | Add +45.9% | 1,837 | $143K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 1,812 | $141K |
| Centaurus Financial, Inc. | 0.01% | Add +19.8% | 1,812 | $141K |
| Accredited Wealth Management, LLC | 0.10% | Add +1932.4% | 35,262 | $135K |
| Greykasell Wealth Strategies, Inc. | 0.05% | No change | 1,666 | $130K |
| WealthShield Partners, LLC | 0.01% | No change | 1,621 | $127K |
| Crews Bank & Trust | 0.02% | No change | 1,568 | $122K |
| Root Financial Partners, LLC | 0.01% | New | 1,537 | $120K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.2% | 1,531 | $120K |
| Ritter Daniher Financial Advisory LLC / DE | 0.02% | No change | 1,500 | $117K |
| Archer Investment Corp | 0.03% | Reduce -48.0% | 1,462 | $114K |
| Operose Advisors LLC | 0.03% | New | 1,445 | $113K |
| AdvisorNet Financial, Inc | 0.01% | Add +7.3% | 1,403 | $110K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 1,311 | $102K |
| Robinswood Financial LLC | 0.03% | No change | 1,295 | $101K |
| Richard W. Paul & Associates, LLC | 0.03% | Add +0.4% | 1,245 | $97K |
| AlphaCore Capital LLC | 0.00% | Add +1038.5% | 1,241 | $97K |
| FAS Wealth Partners, Inc. | 0.01% | Add +208.8% | 1,226 | $96K |
| Key Financial Inc | 0.02% | Add +960.0% | 1,219 | $95K |
| Eukles Asset Management | 0.03% | No change | 1,106 | $86K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,091 | $85K |
| Legacy Wealth Managment, LLC | 0.04% | Reduce -10.2% | 1,083 | $85K |
| Harbor Investment Advisory, LLC | 0.01% | Reduce -1.1% | 1,021 | $80K |
| Cedar Mountain Advisors, LLC | 0.01% | New | 979 | $76K |
| North Star Investment Management Corp. | 0.00% | Add +0.6% | 960 | $75K |
| Palisade Asset Management, LLC | 0.01% | New | 922 | $72K |
| Trust Co. of Toledo NA | 0.01% | No change | 900 | $70K |
| Colonial Trust Co / SC | 0.01% | Reduce -12.8% | 802 | $63K |
| Rialto Wealth Management, LLC | 0.02% | No change | 796 | $62K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 792 | $62K |
| Grey Ledge Advisors, LLC | 0.01% | New | 786 | $61K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +217.5% | 762 | $59K |
| Financial Connections Group, Inc. | 0.02% | Add +8.5% | 752 | $58K |
| LFA - Lugano Financial Advisors SA | 0.03% | Reduce -86.4% | 735 | $57K |
| Ameriflex Group, Inc. | 0.02% | Reduce -77.2% | 646 | $50K |
| Founders Financial Alliance, LLC | 0.01% | Add +13.6% | 620 | $48K |
| CNB Bank | 0.02% | No change | 577 | $45K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -7.5% | 577 | $45K |
| Integrated Investment Consultants, LLC | 0.01% | New | 44,938 | $45K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -11.5% | 575 | $45K |
| Pacifica Partners Inc. | 0.02% | No change | 554 | $43K |
| SouthState Bank Corp | 0.00% | Reduce -54.8% | 520 | $41K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 518 | $40K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 494 | $39K |
| Howe & Rusling Inc. | 0.00% | Reduce -16.9% | 490 | $38K |
| Asset Dedication, LLC | 0.00% | Reduce -48.4% | 484 | $38K |
| Birchbrook, Inc. | 0.02% | No change | 439 | $34K |
| Evolution Wealth Management Inc. | 0.03% | Add +29.3% | 432 | $34K |
| Alpine Bank Wealth Management | 0.00% | New | 424 | $33K |
| Coastline Trust Co | 0.00% | No change | 405 | $32K |
| Texas Capital Bancshares Inc | 0.01% | New | 395 | $31K |
| Bangor Savings Bank | 0.00% | Add +1.0% | 391 | $31K |
| First Community Trust NA | 0.02% | New | 390 | $30K |
| Kelleher Financial Advisors | 0.01% | New | 390 | $30K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 380 | $30K |
| Montag A & Associates Inc. | 0.00% | No change | 379 | $30K |
| Front Row Advisors LLC | 0.01% | No change | 375 | $29K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +12300.0% | 372 | $29K |
| Blue Trust, Inc. | 0.00% | Add +85.5% | 371 | $29K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 346 | $27K |
| Hurley Capital, LLC | 0.01% | No change | 341 | $27K |
| ORG Partners LLC | 0.00% | Reduce -15.3% | 339 | $26K |
| LGT Financial Advisors LLC | 0.05% | No change | 323 | $25K |
| Minot DeBlois Advisors LLC | 0.02% | Reduce -61.1% | 320 | $25K |
| Guerra Advisors Inc | 0.01% | New | 311 | $24K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -59.4% | 301 | $24K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 255 | $20K |
| Providence Capital Advisors, LLC | 0.00% | Add +278.5% | 246 | $19K |
| Tradewinds Capital Management, LLC | 0.00% | Add +46.8% | 232 | $18K |
| Horizon Investments, LLC | 0.00% | New | 232 | $18K |
| Clearstead Trust, LLC | 0.00% | No change | 214 | $17K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | No change | 200 | $16K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 182 | $14K |
| CVA Family Office, LLC | 0.00% | No change | 180 | $14K |
| Winthrop Capital Management, LLC | 0.00% | No change | 178 | $14K |
| McIlrath & Eck, LLC | 0.00% | Add +51.3% | 177 | $14K |
| KERR FINANCIAL PLANNING Corp | 0.02% | — | 175 | $14K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +24.0% | 155 | $12K |
| Pflug Koory, LLC | 0.01% | New | 150 | $12K |
| Hantz Financial Services, Inc. | 0.00% | New | 138 | $11K |
| Hopwood Financial Services, Inc. | 0.01% | No change | 139 | $11K |
| Hanson & Doremus Investment Management | 0.00% | Add +0.8% | 125 | $10K |
| Clark Wealth Partners | 0.01% | Reduce -70.3% | 126 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 110 | $9K |
| Tucker Asset Management LLC | 0.00% | Reduce -26.8% | 104 | $8K |
| Salomon & Ludwin, LLC | 0.00% | No change | 104 | $8K |
| Quest 10 Wealth Builders, Inc. | 0.01% | No change | 99 | $8K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 92 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 90 | $7K |
| Covestor Ltd | 0.00% | Add +3.4% | 92 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -100.0% | 78 | $7K |
| Investors Research Corp | 0.00% | Reduce -2.3% | 84 | $7K |
| Sound Income Strategies, LLC | 0.00% | Add +102.6% | 77 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 75 | $6K |
| FSA Wealth Management LLC | 0.00% | Add +1.7% | 61 | $5K |
| North Capital, Inc. | 0.00% | Add +1.8% | 57 | $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% | No change | 48 | $4K |
| IMG Wealth Management, Inc. | 0.00% | No change | 48 | $4K |
| Avion Wealth | 0.00% | New | 43 | $3K |
| Sittner & Nelson, LLC | 0.00% | No change | 38 | $3K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 37 | $3K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Valued Wealth Advisors LLC | 0.00% | New | 26 | $2K |
| Painted Porch Advisors LLC | 0.00% | No change | 25 | $2K |
| Signaturefd, LLC | 0.00% | Add +4.2% | 25 | $2K |
| Tanglewood Legacy Advisors, LLC | 0.00% | No change | 23 | $2K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 10 | $781 |
| Flagship Wealth Advisors, LLC | 0.00% | New | 9 | $703 |
| Copia Wealth Management | 0.00% | No change | 6 | $469 |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 6 | $469 |
| Russell Investments Group, Ltd. | 0.00% | Add +300.0% | 4 | $302 |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.9% | 2 | $156 |
| Transce3nd, LLC | 0.00% | Reduce -90.5% | 30 | $0 |
"% of holder's portfolio" is BIV's weight in each manager's 13F, not the share of Vanguard Intermediate-Term B the manager owns.