Vanguard Total Intl Bond ETFBNDXETF

13F holders, Q4 2024 (December 31)
933holders +69
68new positions
73sold out
5famous investors
$47.21avg. 13F price*

At the end of Q4 2024, 933 institutions reported holding Vanguard Total Intl Bond ETF (BNDX) in their 13F filings, up 69 from Q3 2024. 68 opened new positions and 73 sold out. The largest holders were JPMorgan Chase & Co. ($11.4B), Bank of America Corp. ($5.8B) and Envestnet Asset Management Inc. ($3.0B). 5 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
Vanguard Total Intl Bond ETF
CUSIP
92203J407
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 837Q1 2024Q2 2024: 832Q2 2024Q3 2024: 864Q3 2024Q4 2024: 933Q4 2024Q1 2025: 930Q1 2025Q2 2025: 986Q2 2025Q3 2025: 991Q3 2025Q4 2025: 1,085Q4 2025Q1 2026: 1,126Q1 2026Q2 2026: 1,117Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions68$138.9M
Exits73$35.2M

All 13F filers, Q3 2024 → Q4 2024: 44,483,141 shares bought and 7,065,665 shares sold, net +37,417,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 933 holders

JPMorgan Chase & Co. 0.90% Add +4.7% 232,381,362 $11.4B
Bank of America Corp. 0.54% Add +7.1% 118,698,651 $5.8B
Envestnet Asset Management Inc. 0.95% Add +3.5% 60,174,949 $3.0B
Vanguard Group Inc. 0.05% Add +13.1% 59,863,864 $2.9B
Mercer Global Advisors Inc. 2.57% Reduce -0.6% 21,473,185 $1.1B
Betterment LLC 2.45% Add +0.8% 20,942,074 $1.0B
Envestnet Portfolio Solutions, Inc. 1.69% Add +0.9% 10,506,588 $515.3M
Sei Investments Co. 0.61% Add +4.1% 9,632,591 $472.5M
LPL Financial LLC 0.19% Add +24.6% 9,390,490 $460.6M
Royal Bank of Canada 0.09% Add +19.9% 8,775,774 $430.5M
Empower Advisory Group, LLC 1.09% Add +6.6% 6,591,512 $323.3M
Savant Capital, LLC 2.15% Add +13.6% 5,579,987 $273.7M
Assetmark, Inc. 0.73% Add +1.9% 5,443,615 $267.0M
Bank of New York Mellon Corp 0.04% Reduce -0.6% 4,689,328 $230.0M
Lincoln National Corp. 6.51% Add +5.3% 4,123,294 $202.2M
Cetera Investment Advisers 0.39% Reduce -1.5% 3,831,568 $187.9M
Cambridge Investment Research Advisors, Inc. 0.57% Add +38.8% 3,493,367 $171.3M
Morgan Stanley 0.01% Add +7.7% 2,896,961 $142.1M
Alliancebernstein L.P. 0.04% Reduce -17.2% 2,471,648 $121.2M
Apella Capital, LLC 4.11% Reduce -9.8% 2,186,969 $107.3M
Ally Invest Advisors Inc. 8.28% Add +5.3% 1,947,844 $95.5M
Osaic Holdings, Inc. 0.20% Add +7.5% 1,801,430 $88.4M
Janney Montgomery Scott LLC 0.23% Reduce -0.0% 1,677,246 $82.3M
Wells Fargo & Company 0.02% Add +11.8% 1,630,079 $80.0M
Sensible Financial Planning & Management, LLC. 15.33% Reduce -1.5% 1,508,330 $74.0M
Mirae Asset Global Investments Co., Ltd. 0.29% Add +6.8% 1,446,075 $71.0M
MML Investors Services, LLC 0.24% Add +16.4% 1,421,604 $69.7M
Alaska Permanent Capital Management, LLC 5.66% Reduce -0.9% 1,404,996 $68.9M
P/E Global LLC 14.95% Add +4.4% 1,354,458 $66.4M
Prime Capital Investment Advisors, LLC 0.88% Add +2.9% 1,239,395 $60.8M
Ameriprise Financial Inc. 0.01% Reduce -22.2% 1,179,319 $57.9M
Hardy Reed LLC 4.96% Add +6.9% 1,147,477 $56.3M
Atria Wealth Solutions, Inc. 0.58% Add +5.0% 1,079,057 $52.9M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.53% Reduce -9.2% 1,062,382 $52.1M
&partners 0.62% Add +263.4% 1,042,041 $51.6M
Symmetry Partners, LLC 7.27% Add +74.4% 1,041,822 $51.1M
Capstone Financial Advisors, Inc. 3.13% Add +3.4% 1,033,673 $50.7M
US Bancorp \de 0.07% Add +0.8% 1,016,584 $49.9M
Country Trust Bank 1.22% Add +0.6% 994,071 $48.8M
Pure Financial Advisors, LLC 1.07% Add +9.6% 963,744 $47.3M
Partners in Financial Planning 9.41% Add +4.0% 940,126 $46.1M
Sequoia Financial Advisors, LLC 0.44% New 935,044 $45.9M
Vestmark Advisory Solutions, Inc. 1.55% Add +13.8% 917,641 $45.0M
Market Street Wealth Management Advisors LLC 7.20% Add +3.5% 873,991 $42.9M
PDS Planning, Inc 3.81% Add +8.8% 873,239 $42.8M
Eclectic Associates Inc. 11.93% Add +3.7% 822,521 $40.3M
Retirement Investment Advisors, Inc. 4.14% Add +6.2% 800,551 $39.3M
Commonwealth Equity Services, LLC 0.05% Reduce -2.4% 763,063 $37.4M
Jane Street Group, LLC 0.06% Add +102.3% 737,986 $36.2M
UBS Group AG 0.01% Add +1.3% 702,555 $34.5M
NewEdge Advisors, LLC 0.21% Add +3.5% 700,256 $34.3M
Raymond James Financial Inc. 0.01% — 697,143 $34.2M
1832 Asset Management L.P. 0.06% Reduce -2.0% 693,620 $34.0M
Citigroup Inc. 0.03% Add +93.1% 693,357 $34.0M
CX Institutional 1.27% Add +43.2% 650,260 $31.9M
CreativeOne Wealth, LLC 0.96% Add +5.6% 641,890 $31.5M
Efficient Advisors, LLC 2.03% Add +3.1% 641,272 $31.5M
Truist Financial Corp. 0.05% Add +8.4% 640,088 $31.4M
Essential Planning, LLC. 0.20% Add +6525.4% 619,876 $31.0M
Valmark Advisers, Inc. 0.47% Reduce -0.3% 619,763 $30.4M
State of New Jersey Common Pension Fund D 0.12% New 600,000 $29.4M
Avion Wealth 7.45% Add +0.0% 591,441 $29.0M
Phillips Financial Management, LLC 2.28% Add +2.5% 590,057 $28.9M
Marotta Asset Management 6.01% Reduce -1.3% 585,337 $28.7M
Alaska Wealth Advisors, LLC 4.42% Add +1.7% 579,265 $28.4M
Sagespring Wealth Partners, LLC 0.73% — 27,601,006 $27.6M
Hantz Financial Services, Inc. 0.47% Add +28.9% 546,994 $26.8M
MilWealth Group LLC 7.05% Add +3.6% 526,986 $25.8M
Stifel Financial Corp. 0.03% Add +4.3% 514,981 $25.3M
Clark Asset Management, LLC 4.67% Add +16.8% 509,841 $25.0M
GeoWealth Management, LLC 0.80% Add +4.4% 501,851 $24.6M
True Link Financial Advisors, LLC 2.05% Add +8.7% 499,027 $24.5M
Burrus Financial Services, Inc. 12.58% Add +0.5% 499,011 $24.5M
Orion Porfolio Solutions, LLC 0.24% Add +0.8% 496,507 $24.4M
Orion Portfolio Solutions, LLC 0.24% Add +0.8% 496,507 $24.4M
Human Investing LLC 4.30% Add +3.9% 494,167 $24.2M
Wedmont Private Capital 1.23% Add +9.7% 481,961 $23.4M
Invst, LLC 2.83% Add +287.1% 474,441 $23.3M
Full Sail Capital, LLC 1.46% Add +5.0% 467,599 $22.9M
Silver Oak Advisory Group, Inc. 11.93% Add +2.0% 459,986 $22.6M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.5% 452,276 $22.2M
Prudential Financial Inc. 0.03% Reduce -66.0% 449,206 $22.0M
BlackRock, Inc. 0.00% Reduce -27.9% 446,698 $21.9M
Northwestern Mutual Wealth Management Co. 0.02% Add +5.4% 440,766 $21.6M
Cranbrook Wealth Management, LLC 4.91% Add +0.1% 431,825 $21.2M
BNP Paribas Financial Markets 0.02% Add +67.8% 428,642 $21.0M
Hassell Wealth Management, LLC 8.36% Add +8.9% 423,497 $20.7M
Evolution Advisers, Inc. 11.25% Add +0.4% 419,539 $20.6M
Discipline Wealth Solutions, LLC 9.31% Add +7.6% 409,981 $20.1M
Avior Wealth Management, LLC 0.73% Add +4.0% 407,311 $20.0M
Renaissance Technologies 0.03% Add +46.6% 401,800 $19.7M
Mariner, LLC 0.03% Add +26.3% 399,647 $19.6M
Rappaport Reiches Capital Management, LLC 4.91% Add +5.6% 387,353 $19.0M
Goldman Sachs Group Inc. 0.00% Reduce -3.3% 385,086 $18.9M
Bank of Montreal 0.01% Add +3.1% 383,200 $18.8M
Wiser Wealth Management, Inc 5.26% Add +9.3% 382,185 $18.7M
First Horizon Advisors, Inc. 0.52% Add +0.3% 380,215 $18.6M
Oak Hill Wealth Advisors, LLC 4.42% — 378,145 $18.5M
Refined Wealth Management 13.94% Reduce -0.9% 373,457 $18.3M
Total Wealth Planning, LLC 2.83% Add +10.0% 370,415 $18.2M
EverSource Wealth Advisors, LLC 1.00% Add +5.8% 362,740 $17.8M
Horizon Investments, LLC 0.51% Reduce -35.4% 361,693 $17.7M
Wealth Enhancement Advisory Services, LLC 0.03% Add +20.6% 358,204 $17.6M
Atria Investments, Inc 0.21% Reduce -7.5% 351,001 $17.2M
Flagstone Financial Management 5.64% Add +4.9% 346,115 $17.0M
Vise Technologies, Inc. 1.41% Add +6.0% 345,273 $16.9M
Venturi Wealth Management, LLC 0.83% Reduce -23.9% 345,133 $16.9M
Cable Hill Partners, LLC 1.64% Add +13.2% 332,112 $16.3M
Financial Advisors Network, Inc. 2.70% — 331,382 $16.3M
Luminvest Wealth Management LLC 6.48% Add +8.6% 327,209 $16.0M
Forefront Analytics, LLC 7.26% Add +53.7% 318,115 $15.6M
Grove Street Fiduciary, LLC 8.00% — 310,689 $15.2M
Summit Wealth Group, LLC 4.33% Reduce -1.8% 304,838 $15.0M
FIL Ltd 0.01% Add +2.0% 304,827 $15.0M
Parker Financial LLC 7.27% Add +6.4% 303,001 $14.8M
SigFig Wealth Management, LLC 0.53% Add +5.6% 298,641 $14.7M
Voya Investment Management LLC 0.02% Add +5.9% 291,456 $14.3M
Park Avenue Securities LLC 0.15% Add +24.7% 290,982 $14.3M
Northwest & Ethical Investments L.P. 0.38% Reduce -9.3% 287,340 $14.1M
Ade, LLC 8.55% Add +5.4% 283,998 $13.9M
Financial Architects, LLC 8.87% Add +2.8% 282,285 $13.8M
Weitzel Financial Services, Inc. 6.47% Add +0.8% 279,405 $13.7M
Bay Harbor Wealth Management, LLC 4.43% Reduce -1.9% 278,040 $13.6M
ShankerValleau Wealth Advisors, Inc. 4.31% Add +1.8% 273,761 $13.4M
Kestra Advisory Services, LLC 0.07% Add +20.1% 271,612 $13.3M
Ballentine Capital Advisors, Inc 6.74% Add +0.5% 265,391 $13.0M
Janus Henderson Group PLC 0.01% Add +0.0% 262,661 $12.9M
RMR Wealth Builders 1.33% Add +13.7% 262,287 $12.9M
Blue Barn Wealth, LLC 6.75% Add +3.5% 260,963 $12.8M
Prospera Capital Management, LLC 9.26% — 258,950 $12.7M
Lifeworks Advisors, LLC 2.29% Add +8.3% 258,311 $12.7M
Creative Planning 0.01% Add +4.4% 257,768 $12.6M
Net Worth Advisory Group 3.78% Add +1.3% 253,578 $12.4M
Cambridge Advisors Inc. 2.76% Add +0.8% 251,865 $12.4M
Jones Financial Companies LLLP 0.01% Add +15.3% 247,820 $12.2M
Concourse Financial Group Securities, Inc. 0.68% Add +10.3% 246,949 $12.1M
Alps Advisors Inc. 0.08% Add +0.5% 242,828 $11.9M
Silver Coast Investments LLC 4.50% Reduce -1.5% 242,798 $11.9M
Nwam LLC 0.72% Add +8.1% 238,476 $11.7M
Comerica Bank 0.05% Reduce -7.1% 238,196 $11.7M
Tenret Co LLC 7.24% Add +5.8% 234,290 $11.5M
Breakwater Investment Management 4.87% Add +3.4% 233,365 $11.4M
Aspire Private Capital, LLC 2.82% Reduce -3.4% 231,562 $11.4M
American Financial & Tax Strategies Inc. 5.86% Add +1.5% 230,550 $11.3M
Patriot Investment Management Group, Inc. 0.81% Add +4.7% 222,115 $10.9M
Atmos Advisory, LLC 7.51% Reduce -1.0% 220,536 $10.8M
Rinkey Investments 3.41% Add +2.9% 217,168 $10.7M
Vawter Financial, Ltd. 6.34% Add +6.3% 215,138 $10.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.83% Add +2.1% 209,126 $10.3M
Penserra Capital Management LLC 0.19% New 206,429 $10.1M
Strategic Investment Advisors / MI 1.06% Add +5.7% 203,932 $10.0M
RFG Advisory, LLC 0.28% Add +46.9% 202,550 $9.9M
Golden Bell Financial Planning LLC 9.95% — 201,930 $9.9M
Topel & Distasi Wealth Management, LLC 4.22% Add +2.3% 200,986 $9.9M
HighTower Advisors, LLC 0.01% Add +19.6% 197,582 $9.7M
Mutual Advisors, LLC 0.28% Reduce -8.0% 197,658 $9.6M
Brookstone Capital Management 0.14% Add +1.5% 192,236 $9.4M
Hart & Patterson Financial Group LLC 4.57% Add +2.2% 191,752 $9.4M
FC Advisory LLC 3.15% Add +4.1% 191,538 $9.4M
Bfsg, LLC 1.09% Add +3.6% 189,818 $9.3M
Trust Co 1.06% Reduce -4.1% 188,293 $9.2M
Trek Financial, LLC 0.68% Reduce -18.0% 186,065 $9.1M
Addison Advisors LLC 2.53% Add +7.7% 185,785 $9.1M
Aletheian Wealth Advisors LLC 5.37% Reduce -0.0% 185,191 $9.1M
TrueWealth Financial Partners 5.62% Add +1.4% 184,789 $9.1M
Transamerica Financial Advisors, LLC 0.87% Add +19.2% 178,934 $8.8M
Sovereign Financial Group, Inc. 2.01% Reduce -1.4% 178,798 $8.8M
Avantax Advisory Services, Inc. 0.06% Add +3.2% 178,407 $8.8M
BIP Alliance, LLC 3.70% — 178,263 $8.7M
Legacy Financial Group, Inc. 2.80% Add +13.2% 177,359 $8.7M
Brooklyn FI, LLC 2.89% Add +8.2% 177,157 $8.7M
Flputnam Investment Management Co. 0.16% Reduce -8.4% 175,552 $8.6M
B. Riley Wealth Advisors, Inc. 0.28% Reduce -16.8% 175,080 $8.6M
Manufacturers Life Insurance Company, The 0.01% Reduce -3.7% 172,700 $8.5M
Elevated Capital Advisors, LLC 2.30% Add +68.8% 172,392 $8.5M
Johnson & White Wealth Management, LLC 5.09% Add +6.0% 171,352 $8.4M
Sigma Planning Corp 0.26% Reduce -6.6% 166,984 $8.2M
Thrivent Financial for Lutherans 0.02% Reduce -2.6% 164,599 $8.2M
Cooper/Haims Advisors, LLC 4.62% Add +2.5% 165,995 $8.1M
W.H. Cornerstone Investments Inc. 5.33% Add +12.2% 162,723 $8.0M
Arcadia Wealth Management, LLC 4.02% Add +6.4% 162,133 $8.0M
Steward Partners Investment Advisory, LLC 0.07% Add +2.2% 159,543 $7.8M
Lodestar Private Asset Management LLC 0.96% Add +9.6% 155,802 $7.6M
Columbia River Financial Group, LLC 5.25% — 155,809 $7.6M
Gould Capital, LLC 5.12% Reduce -0.7% 149,903 $7.4M
Sanctuary Advisors, LLC 0.05% Add +50.1% 148,984 $7.3M
Somnio Financial Group, LLC 5.85% Add +6.7% 149,120 $7.3M
Corient Private Wealth LP 0.01% Reduce -4.4% 147,578 $7.2M
AllSquare Wealth Management LLC 4.15% Reduce -4.4% 147,134 $7.2M
Morton Brown Family Wealth, LLC 2.51% Add +12.8% 146,978 $7.2M
Modera Wealth Management, LLC 0.09% Add +12.1% 145,113 $7.1M
Physician Wealth Solutions Inc. 3.51% Add +0.7% 142,820 $7.0M
Concurrent Investment Advisors, LLC 0.19% Add +2.2% 142,005 $7.0M
City State Bank 2.42% Add +7.4% 139,817 $6.9M
Bear Mountain Capital, Inc. 2.66% Reduce -1.3% 139,570 $6.8M
Leading Edge Financial Planning LLC 2.24% Add +6.7% 139,026 $6.8M
Aspen Wealth Management LLC 2.01% Reduce -64.8% 138,455 $6.8M
ABLE Financial Group, LLC 1.94% New 134,137 $6.6M
First Heartland Consultants, Inc. 0.67% Add +9.3% 133,840 $6.6M
Omega Financial Group, LLC 2.44% Add +13.9% 131,621 $6.5M
Smartleaf Asset Management LLC 0.66% Add +36.6% 130,926 $6.4M
Rehmann Capital Advisory Group 0.41% Add +0.4% 130,875 $6.4M
Hilltop Holdings Inc. 0.40% Reduce -18.7% 129,376 $6.3M
Topsail Wealth Management, LLC 1.36% — 129,360 $6.3M
Fairway Wealth LLC 2.85% Add +8.2% 129,112 $6.3M
Seeds Investor LLC 1.77% New 126,553 $6.2M
SignalPoint Asset Management, LLC 1.49% Add +48.6% 124,943 $6.1M
VestGen Investment Management 1.66% Reduce -4.9% 124,297 $6.1M
Csenge Advisory Group 0.33% Reduce -0.4% 122,815 $6.0M
Townsquare Capital LLC 0.07% Reduce -23.6% 122,750 $6.0M
Scotia Capital Inc. 0.03% Reduce -8.9% 122,474 $6.0M
Camden National Bank 0.90% Add +71.6% 122,398 $6.0M
Retirement Wealth Solutions LLC 5.07% — 123,446 $6.0M
Private Advisor Group, LLC 0.03% Add +21.0% 119,581 $5.9M
Seneschal Advisors, LLC 4.89% — 119,333 $5.9M
Plum Street Advisors, LLC 2.88% Add +1.8% 118,782 $5.8M
Deutsche Bank AG 0.00% Reduce -2.3% 117,732 $5.8M
Chesapeake Wealth Management 1.96% Add +3.6% 116,575 $5.7M
Econ Financial Services Corp 3.28% New 116,492 $5.7M
Auour Investments LLC 1.99% Add +5.0% 115,687 $5.7M
Forum Private Client Group LLC 2.52% Add +73.8% 115,433 $5.7M
Drucker Wealth 3.0, LLC 1.31% Reduce -26.3% 115,350 $5.7M
Prospect Financial Group LLC 6.94% — 114,938 $5.6M
Monument Capital Management 1.52% New 112,507 $5.5M
Bokf, NA 0.09% Add +13.0% 113,045 $5.5M
Susquehanna International Group, LLP 0.01% Reduce -79.8% 111,780 $5.5M
Rockefeller Capital Management L.P. 0.01% Add +22.6% 111,709 $5.5M
First Merchants Corp. 0.21% Reduce -8.5% 110,938 $5.4M
LMG Wealth Partners, LLC 1.18% Reduce -2.6% 110,672 $5.4M
Sage Rhino Capital LLC 1.18% Add +0.8% 110,622 $5.4M
M Holdings Securities, Inc. 0.87% Reduce -4.2% 110,583 $5.4M
Chandler Asset Management, Inc. 1.03% Add +11.0% 109,930 $5.4M
Level Financial Advisors 1.93% Add +23.2% 107,358 $5.3M
D.A. Davidson & Co. 0.04% Reduce -0.6% 106,187 $5.2M
Holos Integrated Wealth LLC 3.54% — 105,661 $5.2M
Cerity Partners LLC 0.01% Add +21.9% 105,131 $5.2M
Arkansas Financial Group, Inc. 0.83% Add +27.3% 104,963 $5.1M
Ascent Group, LLC 0.39% Reduce -2.0% 104,801 $5.1M
Horizons Wealth Management 3.96% Add +8.8% 104,091 $5.1M
Triumph Capital Management 1.73% Add +6.5% 103,028 $5.1M
Kings Path Partners LLC 2.12% Add +3.1% 101,119 $5.0M
Petix & Botte Co 1.29% Reduce -25.7% 99,862 $4.9M
Prudential PLC 0.02% Add +6.1% 99,135 $4.9M
Harbour Investments, Inc. 0.14% Add +6.2% 98,625 $4.8M
Geneos Wealth Management Inc. 0.17% Reduce -8.4% 97,874 $4.8M
AdvisorNet Financial, Inc 0.40% Add +13.0% 97,668 $4.8M
Falcon Wealth Planning 0.52% Reduce -77.6% 95,646 $4.7M
JNBA Financial Advisors 0.48% Add +17.0% 95,646 $4.7M
Ruedi Wealth Management, Inc. 1.44% Add +1.1% 92,772 $4.6M
Center For Asset Management LLC 2.94% Reduce -3.1% 92,637 $4.5M
Fort Vancouver Investment Management, LLC 3.85% Add +1.3% 92,382 $4.5M
McLean Asset Management Corp 1.35% Reduce -1.4% 91,810 $4.5M
Principal Securities, Inc. 0.10% Add +14.8% 90,837 $4.5M
Evergreen Private Wealth LLC 2.08% Add +2.3% 90,339 $4.4M
Neumann Capital Management, LLC 1.47% Add +8.0% 90,242 $4.4M
Gotham Asset Management 0.04% No change 90,174 $4.4M
Braun-Bostich & Associates Inc. 3.17% Add +1.0% 89,693 $4.4M
Baird Financial Group, Inc. 0.01% Add +8.6% 88,510 $4.3M
AlphaStar Capital Management, LLC 0.45% Reduce -1.5% 88,489 $4.3M
Interactive Financial Advisors, Inc. 2.27% Add +0.7% 88,355 $4.3M
OneDigital Investment Advisors LLC 0.05% Reduce -1.6% 87,688 $4.3M
AE Wealth Management LLC 0.04% Add +6.7% 86,969 $4.3M
CGN Advisors LLC 0.41% Add +10.0% 86,189 $4.2M
Manuka Financial, LLC 2.85% — 86,047 $4.2M
Veery Capital, LLC 1.61% Add +14.7% 85,949 $4.2M
KMG Fiduciary Partners, LLC 0.35% Reduce -6.4% 85,495 $4.2M
Baron Financial Group, LLC 2.60% Add +38.7% 85,335 $4.2M
MAI Capital Management 0.03% New 85,268 $4.2M
J.W. Cole Advisors, Inc. 0.17% Reduce -21.1% 85,261 $4.2M
Zeit Capital LLC 3.14% Add +32.9% 82,893 $4.1M
Van Eck Associates Corp. 0.01% New 73,456 $4.1M
Wealthcare Advisory Partners LLC 0.11% Reduce -2.8% 81,572 $4.0M
Brighton Securities Corp. 1.94% — 81,409 $4.0M
Stone Summit Wealth LLC 1.32% Add +0.4% 80,034 $3.9M
NYL Investors LLC 0.36% Add +0.6% 80,000 $3.9M
Quadrature Capital Ltd 0.08% Add +5.8% 79,493 $3.9M
Factor Wealth Management LTD 1.29% — 78,993 $3.9M
Grey Fox Wealth Advisors, LLC 1.05% Add +5.4% 77,750 $3.8M
Acorn Creek Capital LLC 1.96% Add +8.6% 77,704 $3.8M
Towerpoint Wealth, LLC 1.84% Reduce -31.1% 76,624 $3.8M
HT Partners LLC 1.27% Add +5.5% 76,171 $3.7M
Compound Planning, Inc. 0.19% Add +15.0% 76,164 $3.7M
Exencial Wealth Advisors, LLC 0.14% Add +2.9% 74,737 $3.7M
HSBC Holdings PLC 0.00% Reduce -22.0% 74,688 $3.7M
Brucke Financial, Inc. 3.12% — 73,720 $3.6M
Beacon Harbor Wealth Advisors, Inc. 0.83% Add +7.2% 72,753 $3.6M
Johnson Financial Group, LLC 0.42% Add +416.7% 72,622 $3.6M
K2 Financial Inc. 3.54% — 73,298 $3.6M
Martel Wealth Advisors LLC 0.69% Add +0.9% 72,320 $3.5M
Sterling Financial Planning, Inc. 1.27% Add +103.8% 70,472 $3.5M
Ancora Advisors LLC 0.07% Add +7.9% 68,360 $3.4M
Natixis Advisors, LLC 0.01% Add +11.7% 68,335 $3.4M
Atlatl Advisers LLC 1.94% — 67,435 $3.3M
Robinswood Financial LLC 1.24% Reduce -2.7% 66,775 $3.3M
FPC Investment Advisory, Inc. 2.38% Add +62.9% 66,195 $3.3M
Sharper & Granite LLC 1.41% Reduce -8.4% 65,398 $3.2M
Q3 Asset Management 1.99% New 65,377 $3.2M
Strategic Financial Planning, Inc. 2.17% Add +3.0% 64,947 $3.2M
Lam Group, Inc. 2.26% Add +236.5% 64,645 $3.2M
Schroder Investment Management Group 0.00% Reduce -68.6% 64,219 $3.2M
Level Wealth Management LLC 2.22% — 64,181 $3.1M
Signature Estate & Investment Advisors LLC 0.08% Add +9.2% 63,758 $3.1M
Kestra Private Wealth Services, LLC 0.05% Add +4.1% 63,725 $3.1M
Fiduciary Alliance LLC 0.31% Add +8.5% 62,435 $3.1M
Friedenthal Financial 1.79% Add +2.5% 62,371 $3.1M
Perigon Wealth Management, LLC 0.07% Add +12.9% 62,293 $3.0M
Note Advisors, LLC 2.66% — 61,266 $3.0M
Red Wave Investments LLC 1.04% Reduce -17.0% 60,828 $3.0M
Arax Advisory Partners 0.18% Add +10.3% 58,846 $2.9M
Sebold Capital Management, Inc. 1.93% Add +10.7% 58,819 $2.9M
Cambria Investment Management, L.P. 0.18% Reduce -12.4% 58,817 $2.9M
StoneX Group Inc. 0.16% Add +39.4% 58,588 $2.9M
World Investment Advisors 0.08% Reduce -0.6% 58,256 $2.9M
FSB Premier Wealth Management, Inc. 1.14% Reduce -4.9% 57,914 $2.8M
Franklin Resources Inc. 0.00% Reduce -0.3% 57,529 $2.8M
Cary Street Partners Financial LLC 0.09% — 79,218 $2.8M
Freedom Investment Management, Inc. 0.23% Reduce -26.0% 56,182 $2.8M
Prostatis Group LLC 0.79% Add +0.7% 55,575 $2.7M
Independent Advisor Alliance 0.04% New 55,469 $2.7M
Balanced Rock Investment Advisors LLC 2.14% Add +6.2% 55,034 $2.7M
Five Pine Wealth Management 2.25% — 54,493 $2.7M
Beacon Pointe Advisors, LLC 0.03% Reduce -24.7% 54,449 $2.7M
Elevation Wealth Partners, LLC 1.13% Add +9.7% 54,386 $2.7M
Integrated Advisors Network LLC 0.13% Add +0.5% 54,012 $2.6M
WealthCare Investment Partners, LLC 1.15% Add +3.3% 53,819 $2.6M
RiverGlades Family Offices LLC 1.89% No change 53,840 $2.6M
Emerald Advisors, LLC 0.36% Add +7.5% 53,240 $2.6M
AMG National Trust Bank 0.07% Add +10.9% 52,301 $2.6M
PFG Advisors 0.16% Add +18.4% 51,990 $2.6M
UNIVEST FINANCIAL Corp 0.16% Add +15.6% 51,885 $2.5M
Canandaigua National Bank & Trust Co. 0.25% Reduce -6.7% 51,547 $2.5M
Elmwood Wealth Management, Inc. 0.99% Reduce -3.4% 50,260 $2.5M
Womack Financial LLC 2.17% — 49,882 $2.4M
Valley Wealth Managers, Inc. 0.18% Add +12.7% 49,874 $2.4M
First Hawaiian Bank 0.08% Add +1.3% 49,866 $2.4M
Manske Wealth Management 0.95% — 48,888 $2.4M
Farther Finance Advisors, LLC 0.09% Reduce -25.7% 48,779 $2.4M
Emergent Wealth Advisors, LLC 1.72% Add +3.1% 48,305 $2.4M
Stephens Inc. 0.03% Add +0.8% 47,950 $2.4M
BLB&B Advisors, LLC 0.12% Add +1.1% 47,626 $2.3M
PrairieView Partners, LLC 0.24% Reduce -93.3% 47,331 $2.3M
Broadview Financial Management, LLC 1.59% Add +16.0% 45,352 $2.2M
Eldridge Investment Advisors, Inc. 0.52% Add +2.7% 45,333 $2.2M
Avalon Capital Management 0.72% Reduce -4.9% 45,182 $2.2M
First National Corp. /Ma/ 0.50% Reduce -0.4% 44,769 $2.2M
VCI Wealth Management LLC 0.92% Reduce -26.2% 44,090 $2.2M
Hexagon Capital Partners LLC 0.39% Add +9.2% 44,016 $2.2M
10Elms LLP 2.67% — 43,516 $2.1M
Pointe Capital Management LLC 1.21% Add +3.4% 42,983 $2.1M
Stark Wealth Management LLC 1.55% — 42,910 $2.1M
Cannon Advisors, Inc. 1.75% Reduce -0.5% 42,102 $2.1M
Focus Partners Wealth 0.01% Reduce -44.5% 42,060 $2.1M
Old Mission Capital LLC 0.05% Reduce -45.8% 41,897 $2.1M
Burk Holdings LLC 1.66% — 41,790 $2.0M
Avant Financial Advisors LLC 1.88% — 41,704 $2.0M
Genesis Private Wealth, LLC 1.13% — 41,700 $2.0M
National Bank of Canada 0.00% Reduce -6.2% 41,348 $2.0M
New Century Financial Group, LLC 0.86% Reduce -2.0% 41,133 $2.0M
Great Valley Advisor Group, Inc. 0.04% Reduce -9.9% 40,724 $2.0M
Stonehaven Wealth & Tax Solutions, LLC 2.17% — 40,564 $2.0M
SBI Securities Co., Ltd. 0.06% — 40,543 $2.0M
JMG Financial Group, Ltd. 0.07% Reduce -0.5% 40,493 $2.0M
Hohimer Wealth Management, LLC 0.37% Reduce -22.7% 40,120 $2.0M
Fifth Third Bancorp 0.01% Add +0.6% 39,479 $1.9M
Bank of Hawaii 0.11% Reduce -0.5% 39,225 $1.9M
Wealthspire Retirement, LLC 0.15% Reduce -8.1% 39,179 $1.9M
Captrust Financial Advisors 0.01% Reduce -5.9% 39,110 $1.9M
Capital Analysts, LLC 0.08% Reduce -2.0% 38,935 $1.9M
Sowell Financial Services LLC 0.10% Reduce -65.8% 38,323 $1.9M
Equita Financial Network, Inc. 0.67% Reduce -4.4% 37,810 $1.9M
Comprehensive Money Management Services LLC 1.52% — 37,581 $1.8M
Charis Legacy Partners, LLC 3.72% — 37,198 $1.8M
Signal Advisors Wealth, LLC 0.20% Reduce -5.4% 36,696 $1.8M
Stratos Wealth Partners, LTD. 0.03% Add +225.9% 36,634 $1.8M
Koshinski Asset Management, Inc. 0.15% Reduce -0.9% 36,298 $1.8M
Marshall Financial Group Inc. 0.54% Add +2.2% 36,072 $1.8M
Equitable Holdings, Inc. 0.02% Reduce -5.9% 35,497 $1.7M
Investments & Financial Planning, LLC 1.07% Reduce -9.9% 35,366 $1.7M
Skyline Advisors, Inc. 0.66% Reduce -25.7% 34,434 $1.7M
Aveo Capital Partners, LLC 0.18% Reduce -1.7% 34,354 $1.7M
Westside Investment Management, Inc. 0.35% Add +3.1% 34,283 $1.7M
Tectonic Advisors LLC 0.11% Add +5.4% 34,032 $1.7M
Kingsview Wealth Management, LLC 0.03% Add +0.9% 33,857 $1.7M
VanderPol Investments L.L.C. 3.62% Add +1.6% 33,729 $1.7M
Wealthspire Advisors, LLC 0.02% Reduce -10.5% 33,689 $1.7M
WMG Financial Advisors, LLC 0.70% Add +2.0% 33,094 $1.6M
Lido Advisors, LLC 0.01% Add +12.0% 33,040 $1.6M
JFG Wealth Management, LLC 0.37% Add +299.7% 33,025 $1.6M
Wealth Alliance, LLC 0.19% Add +6.5% 32,893 $1.6M
US Financial Advisors, LLC 0.49% Add +1.9% 32,728 $1.6M
Global Financial Private Client, LLC 0.60% Add +12.1% 32,697 $1.6M
Cwm, LLC 0.01% Reduce -22.5% 32,579 $1.6M
Running Point Capital Advisors, LLC 0.54% Reduce -17.3% 32,418 $1.6M
Founders Financial Securities LLC 0.14% Reduce -7.1% 32,403 $1.6M
Fifth Third Securities, Inc. 0.13% Reduce -1.3% 32,303 $1.6M
Wealthfront Advisers LLC 0.00% Add +8.1% 32,245 $1.6M
Dynamic Wealth Strategies, LLC 1.39% Add +1.8% 31,839 $1.6M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -46.3% 31,483 $1.5M
REAP Financial Group, LLC 0.38% Add +4.4% 31,472 $1.5M
Bragg Financial Advisors, Inc 0.06% Reduce -1.9% 31,301 $1.5M
North Star Investment Management Corp. 0.11% Add +2.5% 31,105 $1.5M
SageView Advisory Group, LLC 0.07% Reduce -6.4% 30,813 $1.5M
Absolute Capital Management, LLC 0.83% Add +28.5% 30,421 $1.5M
Flagstar Securities, Inc. 0.37% Add +0.7% 30,354 $1.5M
Ashton Thomas Securities, LLC 0.41% Add +1.2% 30,083 $1.5M
Pacific Capital Wealth Advisors, Inc. 0.24% Reduce -31.2% 29,783 $1.5M
Northern Trust Corp. 0.00% Add +15.7% 29,413 $1.4M
Oppenheimer & Co. Inc. 0.02% Add +3.1% 29,408 $1.4M
Parkworth Wealth Management, Inc. 1.19% — 29,141 $1.4M
JT Stratford LLC 0.23% Reduce -5.5% 28,497 $1.4M
Allegiance Financial Group Advisory Services LLC 0.45% Reduce -7.6% 28,469 $1.4M
Sovran Advisors, LLC 0.20% — 28,820 $1.4M
World Equity Group, Inc. 0.30% Add +374.1% 28,124 $1.4M
Sage Financial Management Group, Inc. 0.51% Reduce -8.9% 27,841 $1.4M
Global Retirement Partners, LLC 0.04% Add +22.9% 27,367 $1.3M
Alterna Wealth Management, Inc. 1.13% Reduce -23.4% 27,309 $1.3M
Creekside Partners 0.69% Add +10.5% 27,031 $1.3M
Kovack Advisors, Inc. 0.13% Add +1.8% 26,800 $1.3M
Raffa Wealth Management, LLC 0.31% Add +6.0% 26,748 $1.3M
Regions Financial Corp. 0.01% Reduce -5.7% 26,424 $1.3M
HTLF Bank 0.15% Add +25.1% 26,406 $1.3M
Applied Capital LLC 0.66% Reduce -1.0% 26,307 $1.3M
Trellis Wealth Advisors LLC 0.64% No change 26,126 $1.3M
Aptus Capital Advisors, LLC 0.02% Reduce -56.2% 25,928 $1.3M
Marcum Wealth, LLC 0.11% Reduce -4.4% 25,907 $1.3M
TFB Advisors LLC 0.36% Add +8.0% 25,713 $1.3M
Bank of Marin 0.99% Add +2.1% 25,396 $1.2M
Money Concepts Capital Corp. 0.09% Reduce -23.1% 25,389 $1.2M
Security Financial Services, INC. 0.25% Reduce -1.6% 25,294 $1.2M
LifePlan Investment Advisors, Inc. 0.77% Add +20.3% 25,240 $1.2M
LongView Wealth Management 0.38% Add +18.1% 25,159 $1.2M
Glass Jacobson Investment Advisors llc 0.40% Add +11.7% 25,041 $1.2M
Bison Wealth, LLC 0.15% — 24,963 $1.2M
Rockland Trust Co. 0.06% Reduce -0.0% 24,858 $1.2M
Fisher Asset Management 0.00% Add +111.6% 24,818 $1.2M
LaSalle St. Investment Advisors, LLC 0.38% Reduce -95.0% 2,010 $1.2M
Spire Wealth Management 0.04% Add +2.0% 24,618 $1.2M
FMR LLC 0.00% Add +73.8% 24,393 $1.2M
Jentner Corp 0.35% Reduce -36.9% 24,310 $1.2M
Moors & Cabot, Inc. 0.06% Add +8.7% 24,059 $1.2M
Ameritas Advisory Services, LLC 0.04% Reduce -5.0% 24,044 $1.2M
LongView Asset Management LLC 1.01% — 23,549 $1.2M
Providence First Trust Co 0.43% Reduce -8.6% 23,469 $1.2M
Advisory Services Network, LLC 0.02% Add +41.1% 23,094 $1.1M
Cahill Financial Advisors Inc. 0.15% Reduce -6.0% 23,088 $1.1M
Continental Investors Services, Inc. 2.21% Add +2.3% 22,724 $1.1M
Choreo, LLC 0.02% Add +4.2% 22,184 $1.1M
Kingswood Wealth Advisors, LLC 0.08% Add +41.8% 22,070 $1.1M
Maia Wealth LLC 0.23% Reduce -27.2% 21,795 $1.1M
PNC Financial Services Group, Inc. 0.00% Reduce -0.8% 21,612 $1.1M
Uptown Financial Advisors LLC 1.14% — 21,595 $1.1M
Citizens & Northern Corp. 0.29% No change 21,459 $1.1M
International Assets Investment Management, LLC 0.09% Add +6.1% 21,343 $1.0M
Mather Group, Llc. 0.01% Reduce -1.6% 21,142 $1.0M
Southland Equity Partners LLC 0.24% Add +1.5% 21,109 $1.0M
Maripau Wealth Management LLC 0.61% Reduce -13.3% 21,038 $1.0M
Foundations Investment Advisors, LLC 0.02% Add +5.1% 21,032 $1.0M
Mgo One Seven LLC 0.04% Add +11.3% 20,857 $1.0M
Maiden Cove Capital, LLC 1.56% Add +17.7% 20,770 $1.0M
Westfuller Advisors, LLC 0.65% Add +7.6% 20,758 $1.0M
Stewardship Advisors, LLC 0.28% Add +44.2% 20,603 $1.0M
Greenspring Advisors, LLC 0.22% Add +11.9% 20,599 $1.0M
Simon Quick Advisors, LLC 0.06% Reduce -5.6% 20,499 $1.0M
William Mack & Associates, Inc. 1.05% — 20,464 $1.0M
Qube Research & Technologies Ltd 0.00% New 20,388 $1.0M
Thrive Capital Management, LLC 0.46% Add +40.0% 20,309 $996K
Ocean Park Asset Management, LLC 0.03% Add +95.8% 20,055 $984K
Exchange Traded Concepts, LLC 0.02% Add +95.8% 20,055 $984K
CW Advisors, LLC 0.01% Add +22.0% 20,011 $982K
OneAscent Financial Services LLC 0.08% New 19,952 $979K
Curtis Advisory Group, LLC 0.26% Add +29.4% 19,890 $976K
Allworth Financial LP 0.01% Add +20.9% 19,912 $974K
CoreCap Advisors, LLC 0.04% Add +8.3% 19,625 $963K
Gateway Wealth Partners, LLC 0.25% Add +17.9% 19,346 $949K
Allen Mooney & Barnes Investment Advisors LLC 0.16% No change 19,097 $937K
Savvy Advisors, Inc. 0.11% Add +1.3% 18,867 $925K
Mission Creek Capital Partners, Inc. 0.20% Reduce -4.2% 18,797 $922K
United Advisor Group, LLC 0.18% Add +41.4% 18,775 $921K
Integrated Wealth Concepts LLC 0.01% Add +4.2% 18,684 $916K
National Wealth Management Group, LLC 0.61% Reduce -36.2% 18,621 $913K
Tranquilli Financial Advisor LLC 0.58% Reduce -33.6% 18,577 $911K
Strategic Blueprint, LLC 0.05% Add +9.1% 18,507 $908K
Foundation Wealth Management, LLC\PA 0.44% — 18,507 $908K
Verde Capital Management 0.25% Add +1.2% 18,409 $903K
Novem Group 0.13% — 18,364 $901K
Endowment Wealth Management, Inc. 0.60% Add +2.5% 18,336 $899K
American National Bank & Trust 0.10% Reduce -27.5% 18,219 $894K
Compass Ion Advisors, LLC 0.11% Add +0.1% 18,065 $886K
PFG Investments, LLC 0.05% Add +8.2% 17,738 $870K
Redwood Investment Management, LLC 0.08% Reduce -1.6% 17,722 $869K
Waller Financial Planning Group, Inc. 0.22% Reduce -40.1% 17,638 $865K
Three Bridge Wealth Advisors, LLC 0.30% Add +1.0% 17,392 $853K
Summit Financial, LLC 0.03% Add +2.9% 17,354 $851K
Mallini Complete Financial Planning LLC 1.42% — 17,187 $843K
Coston, McIsaac & Partners 0.25% Add +45.5% 17,159 $841K
Greenwich Wealth Management LLC 0.06% No change 17,018 $835K
Lion Street Advisors, LLC 0.27% Add +2.2% 16,967 $832K
Kades & Cheifetz LLC 0.43% New 16,955 $832K
Conrad Siegel Investment Advisors, Inc. 0.22% New 16,953 $832K
Vantage Financial Partners, LLC 0.21% Reduce -0.6% 16,929 $830K
Associated Banc-Corp 0.02% Add +40.0% 16,852 $827K
Waverly Advisors, LLC 0.01% Reduce -22.6% 16,822 $825K
Summit Global Investments 0.05% Add +0.4% 16,787 $823K
Forthright Family Wealth Advisory LLC 0.53% Reduce -0.2% 16,731 $821K
B.O.S.S. Retirement Advisors, LLC 0.23% Add +229.8% 16,679 $818K
Meritas Wealth Management, LLC 0.49% Add +28.5% 16,644 $816K
Plancorp, LLC 0.03% Add +2.8% 16,581 $813K
Laird Norton Wetherby Trust Company, LLC 0.11% New 16,496 $809K
Rossby Financial, LCC 0.51% — 16,451 $807K
Bakala Capital LLC 4.81% Add +2.7% 16,297 $799K
Curio Wealth, LLC 0.43% — 16,269 $798K
Continuum Advisory, LLC 0.10% Reduce -4.3% 16,235 $796K
Benchmark Wealth Management, LLC 0.39% Add +3.3% 16,115 $790K
Leavell Investment Management, Inc. 0.04% Reduce -6.0% 15,970 $783K
Alteri Wealth LLC 0.22% — 15,955 $783K
Affiance Financial, LLC 0.19% Reduce -8.6% 15,868 $778K
Level Four Advisory Services, LLC 0.03% Reduce -11.4% 15,862 $778K
Millennium Management 0.00% Reduce -36.7% 15,731 $772K
Defined Wealth Management, LLC 0.51% Add +0.2% 15,671 $769K
Straight Path Wealth Management 0.30% Add +2.7% 15,644 $767K
Ballast Advisors LLC 0.24% Add +3.0% 15,642 $767K
Bestgate Wealth Advisors, LLC 1.52% — 15,457 $758K
Archer Investment Corp 0.20% Reduce -2.6% 15,428 $757K
Lodestone Wealth Management LLC 0.38% Reduce -14.9% 15,360 $753K
BOK Financial Private Wealth, Inc. 0.05% Reduce -5.3% 15,293 $750K
Fort Henry Capital, LLC 0.52% Add +5.9% 14,797 $726K
Engineers Gate Manager LP 0.01% Add +30.9% 14,581 $715K
Independent Financial Group, LLC 0.02% Reduce -9.7% 14,531 $713K
EP Wealth Advisors, LLC 0.01% Reduce -60.4% 14,474 $710K
Worth Asset Management, LLC 0.38% Add +0.4% 14,389 $706K
American Financial Advisors, LLC 0.10% Reduce -0.6% 14,310 $702K
Axxcess Wealth Management, LLC 0.02% Add +23.9% 14,269 $700K
Wealth Group, Ltd. 0.45% Add +15.1% 14,186 $696K
Cook Wealth, LLC 0.32% Add +9.8% 14,148 $692K
Hennion & Walsh Asset Management, Inc. 0.03% Add +9.2% 14,091 $691K
Compass Capital Corp. /Ma/ 0.26% — 13,822 $678K
Diversify Advisory Services, LLC 0.04% Add +0.4% 13,887 $674K
Cutler Investment Counsel LLC 0.08% Reduce -34.3% 13,576 $666K
Richardson Financial Services Inc. 0.46% Reduce -38.7% 13,338 $654K
Wedbush Securities Inc. 0.02% Reduce -13.7% 13,337 $654K
United Capital Financial Advisors, LLC 0.01% Reduce -3.5% 13,285 $652K
Shayne & Jacobs, LLC 0.17% No change 13,190 $647K
Stonekeep Investments, LLC 0.48% Reduce -4.6% 13,152 $645K
Allodium Investment Consultants, LLC 0.53% — 13,058 $641K
Etesian Wealth Advisors, Inc. 0.28% Reduce -29.6% 12,986 $637K
Root Financial Partners, LLC 0.08% Add +32.1% 12,957 $636K
Fagan Associates, Inc. 0.10% Add +1.8% 12,907 $633K
Global Wealth Management Investment Advisory, Inc. 0.13% Add +4.4% 12,837 $630K
SilverOak Wealth Management LLC 0.14% Add +4.2% 12,813 $628K
SeaCrest Wealth Management, LLC 0.07% Add +15.4% 12,598 $618K
L.K. Benson & Company, P.C. 0.43% — 12,442 $610K
Vermillion Wealth Management, Inc. 0.31% — 12,423 $609K
Wealthstream Advisors, Inc. 0.11% Add +3.8% 12,201 $598K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -10.4% 12,151 $596K
RCS Financial Planning, LLC 0.31% Add +74.9% 11,981 $588K
CIBC Private Wealth Group LLC 0.00% Reduce -11.8% 12,054 $588K
Napa Wealth Management 0.25% Reduce -50.4% 11,951 $586K
Simmons Bank 0.04% Reduce -1.7% 11,947 $586K
IHT Wealth Management, LLC 0.02% Reduce -48.6% 11,760 $577K
Kelly Financial Services LLC 0.21% Reduce -43.3% 11,653 $572K
Stage Harbor Financial, LLC 0.50% New 11,635 $571K
JFS Wealth Advisors, LLC 0.04% Reduce -6.3% 11,621 $570K
Main Street Financial Solutions, LLC 0.06% Reduce -6.1% 11,387 $559K
Upper Left Wealth Management, LLC 0.48% Reduce -2.8% 11,360 $557K
Private Management Group Inc. 0.02% No change 11,315 $555K
RFP Financial Group LLC 0.22% Add +2.7% 11,287 $554K
Guidance Capital, Inc. 0.17% Add +0.3% 11,205 $548K
Cullen/Frost Bankers, Inc. 0.01% Reduce -62.0% 11,097 $544K
Financial Advocates Investment Management 0.03% Add +13.7% 11,087 $544K
SG Americas Securities, LLC 0.00% New 11,031 $541K
Everest Private Wealth 0.47% — 10,882 $534K
Pacific Financial Group Inc. 0.39% Reduce -0.5% 10,775 $528K
Snowden Capital Advisors LLC 0.02% Reduce -4.7% 10,765 $528K
Arete Wealth Advisors, LLC 0.04% Add +104.3% 10,749 $527K
Talon Private Wealth, LLC 0.11% Add +55821.1% 10,625 $521K
IFP Advisors, Inc 0.02% Add +0.9% 10,606 $520K
Elk River Wealth Management LLC 0.09% No change 10,589 $519K
TrueWealth Advisors, LLC 0.17% Reduce -1.2% 10,537 $517K
Liberty Wealth Management LLC 0.09% Add +6.8% 10,492 $516K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 10,454 $513K
WMS Partners, LLC 0.03% Reduce -39.6% 10,424 $511K
Centered Wealth LLC dba Miller Equity Capital Advisors 0.20% No change 10,420 $511K
Potomac Fund Management Inc. 0.03% — 10,408 $510K
Fermata Advisors, LLC 0.10% Reduce -28.9% 10,407 $510K
Cahaba Wealth Management, Inc. 0.04% Add +2.5% 10,380 $509K
Trivium Point Advisory, LLC 0.06% Add +25.9% 10,376 $509K
Regal Investment Advisors LLC 0.04% Reduce -2.1% 10,361 $508K
Old Mission Investment Co LLC 0.15% Reduce -92.8% 10,335 $507K
American Investment Services, Inc. 0.09% Add +47.1% 10,213 $501K
XY Planning Network, Inc. 0.37% — 10,170 $499K
Financial Consulate, Inc. 0.13% No change 10,048 $493K
Charles Schwab Trust Co 0.04% Add +13.7% 9,944 $488K
Clearstead Advisors, LLC 0.01% Reduce -79.2% 9,904 $486K
Verity Asset Management, Inc. 0.27% Reduce -16.4% 9,882 $483K
Murphy & Mullick Capital Management Corp 0.44% — 9,842 $483K
Wilmington Savings Fund Society, FSB 0.01% Reduce -14.4% 9,823 $482K
TD Waterhouse Canada Inc. 0.00% Add +1.5% 9,723 $477K
Prevail Innovative Wealth Advisors, LLC 0.14% Add +42.5% 9,618 $472K
First Pacific Financial 0.11% Add +2.7% 9,577 $470K
Oregon Pacific Wealth Management, LLC 0.46% — 9,538 $468K
Soltis Investment Advisors LLC 0.04% Add +86.0% 9,525 $467K
Five Oceans Advisors 0.21% Reduce -0.2% 9,445 $463K
Focus Financial Network, Inc. 0.02% Reduce -20.6% 9,317 $457K
Orgel Wealth Management, LLC 0.01% New 9,243 $453K
Merit Financial Group, LLC 0.01% Add +16.5% 9,198 $451K
Peninsula Wealth, LLC 0.08% No change 9,186 $451K
Centaurus Financial, Inc. 0.03% Add +64.0% 9,169 $450K
Institute for Wealth Management, LLC. 0.06% Reduce -6.2% 9,154 $449K
Private Wealth Management Group, LLC 0.17% Add +11.9% 9,081 $445K
HBW Advisory Services LLC 0.05% Add +45.5% 9,059 $444K
Hoxton Planning & Management, LLC 0.17% Reduce -0.6% 8,998 $441K
N.E.W. Advisory Services LLC 0.04% Reduce -4.2% 8,906 $437K
Summit Trail Advisors, LLC 0.02% New 8,869 $435K
IVC Wealth Advisors LLC 0.24% Add +2.9% 8,853 $434K
Sloy Dahl & Holst, LLC 0.06% Add +78.4% 8,848 $434K
IFG Advisory, LLC 0.02% New 8,839 $434K
Crabel Capital Management, LLC 1.41% Reduce -86.9% 8,834 $433K
DGS Capital Management, LLC 0.11% Add +17.7% 8,787 $431K
Burt Wealth Advisors 0.11% No change 8,747 $429K
Coastline Trust Co 0.05% Add +10.8% 8,659 $425K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +2.3% 8,557 $420K
WealthTrak Capital Management LLC 0.35% — 8,549 $419K
Advyzon Investment Management, LLC 0.16% — 8,434 $414K
Victory Financial Group, LLC 0.11% — 8,410 $413K
Accurate Wealth Management, LLC 0.08% Add +9.6% 8,489 $412K
Benjamin Edwards Inc. 0.01% Add +33.8% 8,325 $408K
Christensen, King & Associates Investment Services, Inc. 0.19% Reduce -0.9% 8,273 $406K
Axis Wealth Partners, LLC 0.34% — 8,263 $405K
Courage Miller Partners, LLC 0.14% No change 8,261 $405K
Mma Asset Management LLC 0.18% Reduce -61.2% 8,243 $404K
Patriot Financial Group Insurance Agency, LLC 0.05% Add +0.9% 8,240 $404K
Capasso Planning Partners LLC 0.16% Add +1.0% 8,192 $402K
AlTi Global, Inc. 0.01% No change 8,188 $402K
Oceanside Advisors LLC 0.30% Add +9.3% 8,151 $400K
New England Private Wealth Advisors LLC 0.06% Add +2.5% 8,136 $399K
Synergy Asset Management, LLC 0.03% New 8,095 $399K
Proquility Private Wealth Partners, LLC 0.13% Reduce -22.0% 8,099 $397K
Checchi Capital Advisers, LLC 0.03% Add +79.3% 8,054 $395K
Elios Financial Group Inc. 0.19% Reduce -0.1% 8,034 $394K
Lynx Investment Advisory 0.27% Add +2.5% 7,978 $391K
Bleakley Financial Group, LLC 0.01% Reduce -1.8% 7,866 $386K
Diversified Portfolios, Inc. 0.04% Reduce -0.8% 7,859 $385K
Blair William & Co. 0.00% Add +86.6% 7,724 $379K
Marshall Financial Group, LLC 0.09% Add +1.2% 7,715 $378K
Trinity Wealth Management, LLC 0.17% Add +9.1% 7,656 $376K
BridgePort Financial Solutions, LLC 0.17% — 7,599 $375K
Avantax Planning Partners, Inc. 0.01% New 7,637 $375K
Moneco Advisors, LLC 0.04% Reduce -1.3% 7,613 $373K
Stratos Wealth Advisors, LLC 0.02% Add +78.2% 7,603 $373K
Retirement Planning Group, LLC 0.02% New 7,572 $371K
TD Private Client Wealth LLC 0.01% Add +749700.0% 7,498 $368K
Barrett & Company, Inc. 0.15% Add +0.4% 7,442 $365K
Twin City Private Wealth, LLC 0.32% Reduce -16.0% 7,434 $365K
Kiker Wealth Management, LLC 0.30% — 7,427 $364K
UMB Bank, n.a. 0.01% Reduce -58.2% 7,410 $363K
Frank, Rimerman Advisors LLC 0.03% No change 7,400 $363K
Raleigh Capital Management Inc. 0.14% Add +0.2% 7,349 $360K
Berger Financial Group, Inc 0.02% Reduce -18.5% 7,327 $359K
Wescott Financial Advisory Group, LLC 0.04% New 7,281 $357K
Libra Wealth LLC 0.14% No change 7,236 $355K
Pinnacle Financial Group, LLC / IL 0.14% Add +0.3% 7,234 $355K
Larson Financial Group LLC 0.02% Add +585.3% 7,202 $353K
MainStreet Investment Advisors LLC 0.05% No change 7,200 $353K
MassMutual Private Wealth & Trust, FSB 0.01% Reduce -5.3% 7,200 $353K
Mendel Capital Management LLC 0.21% Add +2.2% 7,195 $353K
Penobscot Wealth Management 0.16% Add +25.4% 7,179 $352K
Petra Financial Advisors Inc. 0.24% Add +2.8% 7,176 $352K
Alpha Omega Wealth Management LLC 0.07% Reduce -22.7% 7,166 $351K
Oak Harvest Investment Services 0.05% Add +67.5% 7,127 $350K
Wesbanco Bank Inc. 0.01% Add +55.5% 7,076 $347K
Citadel Advisors 0.00% New 7,027 $345K
Family Wealth Partners, LLC 0.16% Reduce -22.8% 7,009 $344K
PACK Private Wealth, LLC 0.20% Add +1.7% 7,005 $344K
Indiana Trust & Investment Management Co 0.12% No change 7,000 $343K
Harmony Asset Management LLC 0.14% Add +47.2% 6,982 $342K
Logan Stone Capital, LLC 0.11% Reduce -38.4% 6,896 $338K
Innova Wealth Partners 0.21% New 6,886 $338K
Estate Counselors, LLC 0.04% New 6,865 $337K
Boston Standard Wealth Management, LLC 0.07% Add +17.7% 6,834 $335K
Transcendent Capital Group LLC 0.17% Add +5.4% 6,820 $335K
SVB Wealth LLC 0.01% New 6,789 $333K
Optima Capital LLC 0.23% — 6,760 $332K
Modern Wealth Management, LLC 0.01% Add +9.1% 6,754 $331K
Oakwell Private Wealth Management, LLC 0.09% No change 6,644 $326K
Ridgewood Investments LLC 0.16% Add +89.8% 6,614 $324K
Condor Capital Management 0.03% Add +0.5% 6,612 $324K
Guardian Wealth Advisors, LLC / NC 0.03% Add +26.9% 6,601 $324K
White Lighthouse Investment Management Inc. 0.06% Reduce -0.5% 6,577 $323K
FSA Advisors, Inc. 0.39% Reduce -78.9% 6,564 $322K
FSC Wealth Advisors, LLC 0.21% Add +16.4% 6,558 $322K
Kestra Investment Management, LLC 0.01% New 6,545 $321K
Evanson Asset Management, LLC 0.02% Add +2.3% 6,539 $321K
Freestone Capital Holdings, LLC 0.01% Add +2.7% 6,524 $320K
DAVENPORT & Co LLC 0.00% Reduce -1.0% 6,414 $315K
Claris Financial LLC 0.21% — 6,401 $314K
Arbor Capital Management Inc. 0.31% Add +31.8% 6,376 $312K
Essex Financial Services, Inc. 0.02% Add +0.3% 6,365 $312K
Hubbell Strickland Wealth Management, LLC 0.15% Add +1.1% 6,283 $308K
Lake Street Advisors Group, LLC 0.01% Reduce -75.7% 6,276 $308K
Jacobi Capital Management LLC 0.02% Add +2.1% 6,258 $307K
Phil A. Younker & Associates, Ltd. 0.31% — 6,250 $307K
Encompass More Asset Management 0.10% Add +1.6% 6,104 $299K
Alta Wealth Advisors LLC 0.13% Add +3.1% 6,089 $299K
Legacy Financial Group LLC 0.05% New 6,084 $298K
Hardin Capital Partners, LLC 0.18% No change 6,077 $298K
Birch Financial Group, LLC 0.33% — 6,053 $297K
Parkshore Wealth Management, Inc. 0.18% — 6,041 $296K
Retirement Income Solutions, Inc. 0.06% New 6,040 $296K
Washington Trust Bank 0.03% Add +33.2% 6,000 $294K
Prosperity Wealth Management, Inc. 0.12% Reduce -2.3% 5,961 $292K
Quad-Cities Investment Group, LLC 0.14% Add +22.7% 5,955 $292K
L.M. Kohn & Company 0.08% Reduce -0.6% 5,922 $290K
Marshall Investment Management, LLC 0.17% — 5,764 $290K
FSM Wealth Advisors, LLC 0.07% Add +44.9% 5,914 $289K
Darden Wealth Group Inc 0.19% Add +0.1% 5,822 $286K
Argent Trust Co 0.01% Reduce -23.3% 5,808 $285K
Syon Capital LLC 0.03% New 5,800 $284K
Strategic Financial Concepts, LLC 0.05% Reduce -20.3% 5,784 $284K
Mayflower Financial Advisors, LLC 0.04% Add +16.3% 5,776 $283K
WPG Advisers, LLC 0.26% — 5,756 $282K
Schwarz Dygos Wheeler Investment Advisors LLC 0.07% Add +18.2% 5,729 $281K
Reyes Financial Architecture, Inc. 0.22% — 5,648 $277K
Twin Focus Capital Partners, LLC 0.04% Add +1.6% 5,611 $275K
Brown Financial Advisory 0.20% Reduce -9.7% 5,601 $275K
New Harbor Financial Group, LLC 0.08% No change 5,600 $275K
Fiduciary Family Office, LLC 0.08% New 5,600 $275K
Revolve Wealth Partners, LLC 0.04% Add +4.5% 5,571 $273K
Patten Group, Inc. 0.06% Add +8.3% 5,550 $272K
Onyx Bridge Wealth Group LLC 0.04% Reduce -29.9% 5,546 $272K
Aspect Partners, LLC 0.16% Reduce -39.1% 5,522 $271K
Willis Johnson & Associates, Inc. 0.02% Add +1.1% 5,518 $271K
Jackson Hole Capital Partners, LLC 0.05% No change 5,479 $269K
Rede Wealth, LLC 0.10% New 5,445 $267K
CVA Family Office, LLC 0.04% Reduce -3.4% 5,424 $266K
Financial Guidance Group, Inc. 0.14% No change 5,394 $265K
Crestwood Advisors Group, LLC 0.00% New 5,355 $263K
Dorsey & Whitney Trust CO LLC 0.01% Add +5.7% 5,304 $260K
ORG Partners LLC 0.04% Reduce -14.9% 5,267 $259K
VERITY Wealth Advisors 0.19% Add +0.6% 5,268 $258K
Colonial River Investments, LLC 0.12% Reduce -13.0% 5,237 $257K
Essex Bank 0.06% No change 5,228 $256K
Hanson & Doremus Investment Management 0.04% Reduce -14.5% 5,210 $256K
Eagle Strategies LLC 0.04% Add +2.5% 5,203 $255K
Cypress Wealth Services, LLC 0.05% Reduce -5.9% 5,167 $253K
Advisor Resource Council 0.18% New 5,040 $247K
Trademark Financial Management, LLC 0.20% Reduce -6.4% 5,039 $247K
Affinity Capital Advisors, LLC 0.05% Reduce -25.5% 5,048 $247K
Uptick Partners, LLC 0.09% Add +19.7% 5,004 $245K
Sterling Investment Counsel, LLC 0.16% Add +0.9% 4,981 $244K
Verus Capital Partners, LLC 0.02% New 4,960 $243K
Cornerstone Planning Group LLC 0.06% Reduce -4.3% 4,953 $243K
Keystone Financial Group 0.02% Add +12.1% 4,915 $241K
Brighton Jones LLC 0.01% New 4,913 $241K
Financial Engines Advisors L.L.C. 0.00% Add +19.7% 4,910 $241K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Reduce -3.9% 4,880 $239K
Ogorek Anthony Joseph /NY/ 0.08% Add +1.9% 4,855 $238K
Hopwood Financial Services, Inc. 0.18% — 4,852 $238K
Rock Point Advisors, LLC 0.07% No change 4,850 $238K
Noesis Capital Mangement Corp. 0.05% Add +0.7% 4,826 $237K
Frisch Financial Group, Inc. 0.07% No change 4,790 $235K
Independent Wealth Network Inc. 0.10% New 4,760 $233K
Kohmann Bosshard Financial Services, LLC 0.03% Reduce -27.4% 4,748 $233K
McKinley Carter Wealth Services, Inc. 0.01% Reduce -11.0% 4,737 $232K
Western Wealth Management, LLC 0.01% Reduce -44.7% 4,699 $230K
Quadcap Wealth Management, LLC 0.03% New 4,678 $229K
Means Investment Co., Inc. 0.02% Reduce -1.1% 4,653 $228K
Insigneo Advisory Services, LLC 0.02% New 4,626 $227K
Hanover Advisors Inc. 0.10% No change 4,625 $227K
Cornerstone Wealth Management, LLC 0.02% Reduce -1.1% 4,612 $226K
Pine Valley Investments Ltd Liability Co 0.01% Reduce -10.1% 4,610 $226K
Prospera Financial Services Inc 0.01% Reduce -0.9% 4,583 $225K
Farmers & Merchants Investments Inc. 0.01% Reduce -6.2% 4,584 $225K
Family Investment Center, Inc. 0.06% Reduce -17.5% 4,577 $225K
Clientfirst Wealth Management, LLC 0.23% — 4,576 $224K
Simplicity Wealth,LLC 0.05% Add +3.9% 4,560 $224K
St Germain D J Co. Inc. 0.01% Add +10.5% 4,535 $222K
NorthStar Asset Management LLC 0.14% Add +2.6% 4,484 $220K
Certified Advisory Corp 0.02% New 4,482 $220K
Summit Wealth Partners, LLC 0.04% Reduce -0.1% 4,451 $218K
Blue Trust, Inc. 0.00% Add +129.3% 4,418 $217K
Second Line Capital, LLC 0.06% New 4,418 $217K
Park Edge Advisors, LLC 0.06% Reduce -3.1% 4,372 $214K
Nations Financial Group Inc, /Ia/ 0.02% Reduce -11.1% 4,367 $214K
GFG Capital, LLC 0.06% No change 4,352 $213K
Finward Bancorp 0.18% — 4,340 $213K
Yoffe Investment Management, LLC 0.32% — 4,328 $212K
Richard W. Paul & Associates, LLC 0.08% Add +4.2% 4,319 $212K
Versant Capital Management, Inc 0.05% No change 4,304 $211K
Perennial Investment Advisors, LLC 0.02% Reduce -10.3% 4,293 $211K
Capital Planning LLC 0.05% New 4,189 $205K
Plan A Wealth LLC 0.19% — 4,178 $205K
Traveka Wealth, LLC 0.11% Reduce -85.6% 4,172 $205K
Hutchens & Kramer Investment Management Group, LLC 0.11% New 4,160 $204K
Cherry Tree Wealth Management, LLC 0.05% No change 4,148 $203K
One Degree Advisors Inc 0.08% Reduce -37.6% 4,144 $203K
Donald L. Hagan, LLC 0.10% Reduce -9.3% 4,109 $202K
Drive Wealth Management, LLC 0.05% New 4,099 $201K
Joel Adams & Associates, Inc. 0.18% — 4,092 $201K
Islay Capital Management, LLC 0.13% No change 3,909 $192K
Tucker Asset Management LLC 0.04% Reduce -67.6% 3,891 $191K
Smithfield Trust Co 0.01% No change 3,785 $186K
Truvestments Capital LLC 0.04% New 3,359 $165K
LFA - Lugano Financial Advisors SA 0.10% Reduce -59.5% 3,053 $150K
Silver Oak Securities, Incorporated 0.01% Reduce -34.9% 3,048 $150K
S.A. Mason LLC 0.08% No change 2,971 $146K
Aventura Private Wealth, LLC 0.08% — 2,873 $141K
Private Trust Co. NA 0.01% Reduce -35.0% 2,623 $129K
Pinnacle Bancorp, Inc. 0.04% Add +646.9% 2,487 $122K
McIlrath & Eck, LLC 0.02% Add +7.1% 2,455 $120K
Dunhill Financial, LLC 0.05% Add +37.3% 2,341 $115K
Global Trust Asset Management, LLC 0.04% No change 2,304 $113K
Sound Income Strategies, LLC 0.01% Add +21.5% 2,257 $111K
Signaturefd, LLC 0.00% Add +3136.2% 2,233 $110K
Glen Eagle Advisors, LLC 0.02% Add +2.8% 2,126 $104K
Sugarloaf Wealth Management, LLC 0.02% Reduce -40.5% 2,109 $103K
Paladin Advisory Group, LLC 0.08% New 2,028 $99K
CoreFirst Bank & Trust 0.06% No change 1,963 $96K
SouthState Bank Corp 0.01% No change 1,954 $96K
Investment Research & Advisory Group, Inc. 0.04% Add +55.3% 1,946 $95K
Park Square Financial Group, LLC 0.06% — 1,915 $94K
Empirical Asset Management, LLC 0.03% Add +0.1% 18,386 $94K
Webster Bank, N. A. 0.01% No change 1,908 $94K
Cape Investment Advisory, Inc. 0.04% Add +33.8% 1,877 $92K
Transce3nd, LLC 0.03% — 1,569 $77K
NBT Bank, N.A. 0.01% No change 1,567 $77K
NFSG Corp 0.02% Add +1.8% 1,509 $74K
Cassady Schiller Wealth Management, LLC 0.03% Add +5200.0% 1,484 $73K
Financial Management Professionals, Inc. 0.01% No change 1,471 $72K
SOA Wealth Advisors, LLC. 0.01% Reduce -17.4% 1,471 $72K
Physician Wealth Advisors, Inc. 0.01% New 1,462 $72K
HM Payson & Co. 0.00% Add +138600.0% 1,387 $68K
BankPlus Trust Department 0.02% — 1,212 $59K
Delos Wealth Advisors, LLC 0.05% No change 1,167 $57K
Quest 10 Wealth Builders, Inc. 0.06% — 1,145 $56K
Colonial Trust Co / SC 0.01% No change 1,137 $56K
Chilton Capital Management LLC 0.00% Add +2.1% 1,128 $55K
GHP Investment Advisors, Inc. 0.00% No change 1,127 $55K
Global Wealth Strategies & Associates 0.02% Add +13862.5% 1,117 $55K
CBIZ Investment Advisory Services, LLC 0.00% New 1,090 $53K
Hazlett, Burt & Watson, Inc. 0.02% Add +171.5% 1,059 $52K
Milestone Investment Advisors LLC 0.01% New 994 $49K
Sunbelt Securities, Inc. 0.00% Reduce -68.6% 964 $47K
Golden State Wealth Management, LLC 0.01% — 952 $47K
Parallel Advisors, LLC 0.00% Reduce -68.3% 931 $46K
Simplex Trading, LLC 0.00% New 888 $43K
Fortis Group Advisors, LLC 0.01% No change 857 $42K
Whipplewood Advisors, LLC 0.02% — 841 $41K
Salem Investment Counselors Inc. 0.00% No change 798 $39K
Pacifica Partners Inc. 0.02% Reduce -13.6% 735 $36K
Investors Research Corp 0.01% Reduce -9.3% 724 $36K
Sanctuary Wealth Management, L.L.C. 0.02% Add +395.7% 694 $34K
Beacon Capital Management, LLC 0.00% Add +0.6% 693 $34K
Fourth Dimension Wealth, LLC 0.02% — 664 $33K
Center for Financial Planning, Inc. 0.00% No change 610 $30K
Financial Gravity Companies, Inc. 0.01% Add +73.8% 610 $30K
Maryland Capital Advisors Inc. 0.01% No change 582 $29K
Optimum Investment Advisors 0.01% No change 560 $27K
Creative Financial Designs Inc. 0.00% Add +655.4% 559 $27K
Rise Advisors, LLC 0.01% Reduce -36.4% 541 $27K
Clarity Asset Management, Inc. 0.02% Reduce -42.4% 491 $24K
Rakuten Securities, Inc. 0.01% Add +90.5% 459 $23K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 432 $21K
Sachetta, LLC 0.01% Add +3.7% 420 $21K
Castleview Partners, LLC 0.01% Reduce -93.0% 405 $20K
Bernard Wealth Management Corp. 0.01% — 382 $19K
Financial Freedom, LLC 0.01% Add +2.4% 380 $19K
Rothschild Investment LLC 0.00% Add +0.3% 369 $18K
Harbor Investment Advisory, LLC 0.00% No change 368 $18K
Eastern Bank 0.00% Reduce -69.2% 366 $18K
Tortoise Investment Management, LLC 0.00% New 356 $17K
Bank of New Hampshire 0.00% Reduce -35.3% 337 $17K
Caitlin John, LLC 0.01% Reduce -3.2% 332 $16K
Independence Bank of Kentucky 0.00% No change 316 $16K
Atticus Wealth Management, LLC 0.00% Add +2.6% 314 $15K
Medallion Wealth Advisors, LLC 0.01% — 315 $15K
Lowe Wealth Advisors, LLC 0.01% New 304 $15K
Front Row Advisors LLC 0.01% No change 298 $15K
Bogart Wealth, LLC 0.00% No change 279 $14K
CGC Financial Services, LLC 0.01% No change 263 $13K
Field & Main Bank 0.00% New 260 $13K
Caldwell Sutter Capital, Inc. 0.01% No change 258 $13K
Ameritas Investment Partners, Inc. 0.00% No change 256 $13K
Coppell Advisory Solutions LLC 0.00% Add +2.6% 239 $12K
Towne Trust Company, N.A 0.00% New 238 $12K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -95.5% 230 $11K
Capital A Wealth Management, LLC 0.02% — 199 $10K
Bangor Savings Bank 0.00% No change 189 $9K
Eukles Asset Management 0.00% No change 186 $9K
Hemington Wealth Management 0.00% Add +297.9% 187 $9K
Hollencrest Capital Management 0.00% No change 168 $8K
Legacy Investment Solutions, LLC 0.01% No change 162 $8K
Legacy Wealth Managment, LLC 0.01% No change 162 $8K
Davis Capital Management 0.01% Reduce -5.0% 152 $7K
Wiser Advisor Group LLC 0.01% Add +1.3% 152 $7K
MCF Advisors LLC 0.00% No change 148 $7K
IAG Wealth Partners, LLC 0.00% New 130 $6K
Koesten, Hirschmann & Crabtree, INC. 0.00% Add +6.3% 119 $6K
MPWM Advisory Solutions, LLC 0.00% — 111 $5K
Synergy Investment Management, LLC 0.00% — 100 $5K
New England Asset Management Inc. 0.00% No change 100 $5K
Oarsman Capital, Inc. 0.00% No change 100 $5K
Salomon & Ludwin, LLC 0.00% No change 100 $5K
GPS Wealth Strategies Group, LLC 0.00% Add +2.1% 97 $5K
GoalVest Advisory LLC 0.00% Reduce -67.0% 97 $5K
Beaird Harris Wealth Management, LLC 0.00% Reduce -1.1% 93 $5K
Prestige Wealth Management Group LLC 0.00% No change 82 $4K
Horrell Capital Management, Inc. 0.00% New 83 $4K
Ameriflex Group, Inc. 0.00% — 79 $4K
Plante Moran Financial Advisors, LLC 0.00% Reduce -18.6% 70 $3K
Winthrop Capital Management, LLC 0.00% New 67 $3K
Darwin Wealth Management, LLC 0.00% No change 46 $2K
High Note Wealth, LLC 0.00% New 41 $2K
Bessemer Group Inc. 0.00% New 36 $2K
Signature Resources Capital Management, LLC 0.00% No change 30 $1K
Oliver Lagore Vanvalin Investment Group 0.00% Reduce -50.9% 28 $1K
JDM Financial Group LLC 0.00% New 27 $1K
Key Financial Inc 0.00% Reduce -35.0% 26 $1K
Concord Wealth Partners 0.00% Add +4.5% 23 $1K
Lanark Financial, Inc. 0.10% — 22 $1K
Rialto Wealth Management, LLC 0.00% — 21 $1K
Fortitude Family Office, LLC 0.00% Reduce -90.2% 17 $834
Parkside Financial Bank & Trust 0.00% Add +55.6% 14 $687
Clark Wealth Partners 0.00% — 13 $638
Financial Life Planners 0.00% — 12 $604
Capital & Planning, LLC 0.00% — 12 $589
Lee Danner & Bass Inc. 0.00% New 11 $540
Halbert Hargrove Global Advisors, LLC 0.00% New 9 $442
Bellwether Advisors, LLC 0.00% New 9 $441
NewSquare Capital LLC 0.00% No change 9 $441
WR Wealth Planners, LLC 0.00% No change 8 $392
Asset Dedication, LLC 0.00% No change 6 $295
Bell Investment Advisors, Inc 0.00% No change 3 $148
Logan Capital Management Inc. 0.00% No change 1 $35

"% of holder's portfolio" is BNDX's weight in each manager's 13F, not the share of Vanguard Total Intl Bond ETF the manager owns.