Vanguard Short-Term Bond ETFBSVETF
13F holders, Q2 2024 (June 30)1,132holders −24
62new positions
98sold out
3famous investors
$76.61avg. 13F price*
At the end of Q2 2024, 1,132 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, down 24 from Q1 2024. 62 opened new positions and 98 sold out. The largest holders were Envestnet Asset Management Inc. ($3.9B), Morgan Stanley ($2.1B) and Mercer Global Advisors Inc. ($1.9B). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Vanguard Short-Term Bond ETF
- CUSIP
- 921937827
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $136.5M |
| Exits | 98 | $180.9M |
All 13F filers, Q1 2024 → Q2 2024: 22,381,633 shares bought and 12,714,325 shares sold, net +9,667,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,132 holders
| Envestnet Asset Management Inc. | 1.34% | Add +3.9% | 50,291,492 | $3.9B |
| Morgan Stanley | 0.17% | Reduce -0.3% | 27,861,116 | $2.1B |
| Mercer Global Advisors Inc. | 5.27% | Add +7.6% | 25,442,677 | $1.9B |
| Goldman Sachs Group Inc. | 0.29% | Reduce -0.3% | 19,169,752 | $1.5B |
| JPMorgan Chase & Co. | 0.12% | Add +38.5% | 18,271,386 | $1.4B |
| Empower Advisory Group, LLC | 4.13% | Add +5.4% | 14,488,917 | $1.1B |
| Allworth Financial LP | 5.91% | Add +3.1% | 11,885,052 | $916.5M |
| Northern Trust Corp. | 0.09% | Reduce -30.6% | 7,269,695 | $557.6M |
| Bank of America Corp. | 0.05% | Reduce -7.8% | 6,856,736 | $525.9M |
| Avantax Advisory Services, Inc. | 3.39% | Add +18.1% | 6,190,247 | $474.8M |
| Wells Fargo & Company | 0.12% | Add +0.9% | 6,108,685 | $468.5M |
| LPL Financial LLC | 0.23% | Add +0.4% | 5,924,618 | $454.4M |
| Truepoint, Inc. | 12.84% | Add +2.5% | 5,867,096 | $450.0M |
| United Capital Financial Advisors, LLC | 3.45% | Reduce -1.1% | 5,228,783 | $401.0M |
| Envestnet Portfolio Solutions, Inc. | 1.17% | Add +0.8% | 4,386,558 | $336.4M |
| Royal Bank of Canada | 0.07% | Add +3.0% | 3,983,322 | $305.5M |
| Corient Private Wealth LP | 0.53% | Add +7.4% | 3,955,264 | $303.4M |
| Lincoln National Corp. | 8.55% | Add +1.9% | 3,297,794 | $252.9M |
| Captrust Financial Advisors | 0.77% | Add +13.1% | 3,119,809 | $239.3M |
| Commonwealth Equity Services, LLC | 0.35% | Add +10.6% | 2,850,733 | $218.7M |
| True Link Financial Advisors, LLC | 19.98% | Add +2.6% | 2,807,961 | $215.4M |
| Bank of New York Mellon Corp | 0.04% | Add +1.2% | 2,523,644 | $193.6M |
| MetLife Investment Management, LLC | 1.08% | Reduce -0.2% | 2,363,000 | $181.2M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -9.2% | 2,185,032 | $167.6M |
| UBS Group AG | 0.05% | Reduce -23.9% | 2,164,745 | $166.0M |
| Carlson Capital Management | 6.91% | Add +6.7% | 1,913,588 | $146.8M |
| Apella Capital, LLC | 6.08% | Add +7.5% | 1,769,336 | $135.9M |
| Morningstar Investment Services LLC | 1.45% | Reduce -1.2% | 1,741,108 | $133.6M |
| Cetera Investment Advisers | 0.27% | Add +1.5% | 1,528,724 | $117.3M |
| Cerity Partners LLC | 0.31% | Add +251.0% | 1,484,824 | $113.9M |
| Buckingham Strategic Wealth, LLC | 1.16% | Reduce -1.2% | 1,455,384 | $111.6M |
| Raymond James Financial Services Advisors, Inc. | 0.15% | Reduce -0.8% | 1,392,004 | $106.8M |
| Cambridge Investment Research Advisors, Inc. | 0.38% | Reduce -9.2% | 1,354,512 | $103.9M |
| Smithfield Trust Co | 5.42% | Reduce -5.8% | 1,346,602 | $103.3M |
| Axiom Advisory, LLC | 1.04% | Add +4494.8% | 1,248,081 | $95.1M |
| Raymond James & Associates | 0.06% | Add +0.1% | 1,223,364 | $93.8M |
| Truist Financial Corp. | 0.14% | Reduce -5.9% | 1,181,829 | $90.6M |
| Willow Creek Wealth Management Inc. | 9.98% | Add +5.8% | 1,143,648 | $87.7M |
| Valmark Advisers, Inc. | 1.48% | Add +13.6% | 1,137,047 | $87.2M |
| RW Investment Management LLC | 11.10% | Add +3.2% | 1,069,701 | $82.0M |
| Jones Financial Companies LLLP | 0.09% | Add +1.3% | 1,056,766 | $81.1M |
| Osaic Holdings, Inc. | 0.19% | Reduce -3.5% | 1,030,052 | $79.0M |
| Ameriprise Financial Inc. | 0.02% | Reduce -26.2% | 1,013,771 | $77.6M |
| Diversified Portfolios, Inc. | 9.77% | Reduce -3.4% | 966,742 | $74.1M |
| DAVENPORT & Co LLC | 0.45% | Reduce -2.8% | 929,392 | $71.3M |
| Peapack Gladstone Financial Corp. | 1.04% | Add +10.9% | 880,825 | $67.6M |
| Janney Montgomery Scott LLC | 0.20% | Add +2.3% | 864,569 | $66.3M |
| Efficient Advisors, LLC | 4.11% | Reduce -1.4% | 826,875 | $63.4M |
| Freestone Capital Holdings, LLC | 2.25% | Add +2.4% | 817,463 | $62.7M |
| D.A. Davidson & Co. | 0.56% | Add +2.4% | 817,214 | $62.7M |
| Integris Wealth Management, LLC | 17.57% | Add +2.8% | 793,111 | $60.8M |
| Fifth Third Bancorp | 0.23% | Add +200.3% | 790,355 | $60.6M |
| US Bancorp \de | 0.08% | Reduce -6.8% | 786,140 | $60.3M |
| MML Investors Services, LLC | 0.24% | Reduce -6.7% | 759,989 | $58.3M |
| Prime Capital Investment Advisors, LLC | 0.86% | Reduce -12.7% | 754,050 | $57.8M |
| PrairieView Partners, LLC | 6.49% | Add +5.4% | 753,253 | $57.8M |
| RS Crum Inc. | 14.71% | Reduce -3.4% | 731,640 | $56.1M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +1.7% | 720,813 | $55.3M |
| Penserra Capital Management LLC | 0.69% | Add +42.7% | 713,001 | $54.7M |
| Windward Private Wealth Management Inc. | 22.04% | Add +4.4% | 709,652 | $54.4M |
| Martel Wealth Advisors LLC | 11.33% | Add +3.4% | 688,539 | $52.8M |
| Atria Wealth Solutions, Inc. | 0.58% | Add +0.4% | 686,836 | $52.7M |
| Gemmer Asset Management LLC | 5.59% | Add +5.6% | 681,114 | $52.2M |
| TD Capital Management LLC | 5.45% | Add +0.2% | 679,090 | $52.1M |
| Jentner Corp | 16.81% | Add +1.7% | 659,640 | $50.6M |
| Savant Capital, LLC | 0.50% | Add +202.9% | 657,290 | $50.4M |
| Stifel Financial Corp. | 0.06% | Add +4.4% | 653,815 | $50.1M |
| Comerica Bank | 0.20% | Reduce -1.5% | 636,277 | $48.8M |
| Charter Oak Capital Management, LLC | 5.05% | Add +21.9% | 631,291 | $48.4M |
| Sofi Wealth, LLC | 3.89% | Add +11.6% | 605,209 | $46.4M |
| Symmetry Partners, LLC | 2.37% | Add +170.4% | 600,291 | $46.0M |
| Levy Wealth Management Group, LLC | 11.45% | Reduce -18.6% | 583,236 | $44.7M |
| HighTower Advisors, LLC | 0.07% | Add +7.3% | 567,061 | $43.5M |
| Citigroup Inc. | 0.04% | Add +11.4% | 557,814 | $42.8M |
| Creative Planning | 0.05% | Reduce -2.2% | 554,357 | $42.5M |
| National Philanthropic Trust | 0.81% | Reduce -3.2% | 550,930 | $42.3M |
| Arbor Investment Advisors, LLC | 5.98% | Add +8.9% | 532,735 | $40.9M |
| Berkshire Money Management, Inc. | 4.86% | Add +2.1% | 521,842 | $40.0M |
| Annandale Capital, LLC | 8.19% | Add +3.9% | 513,001 | $39.3M |
| Barr E S & Co. | 2.50% | New | 496,630 | $38.1M |
| Corrigan Financial, Inc. | 9.57% | No change | 488,972 | $37.5M |
| Betterment LLC | 0.09% | Add +6.5% | 467,752 | $35.9M |
| Ancora Advisors LLC | 0.81% | Reduce -12.5% | 428,944 | $32.9M |
| Alps Advisors Inc. | 0.22% | Reduce -25.7% | 412,749 | $31.7M |
| Blair William & Co. | 0.10% | Reduce -0.0% | 404,040 | $31.0M |
| Partners in Financial Planning | 6.58% | Add +7.2% | 394,525 | $30.3M |
| First Heartland Consultants, Inc. | 2.85% | Add +162.9% | 373,391 | $28.6M |
| Moisand Fitzgerald Tamayo, LLC | 4.26% | Add +18.3% | 371,100 | $28.5M |
| United Services Automobile Association | 0.71% | Reduce -10.9% | 363,769 | $27.9M |
| Financial Planning & Information Services, Inc. | 4.18% | Reduce -4.0% | 357,046 | $27.4M |
| Old National Bancorp | 0.64% | Add +3.9% | 356,860 | $27.4M |
| Vanguard Group Inc. | 0.00% | Add +38.8% | 355,189 | $27.2M |
| Human Investing LLC | 5.18% | Add +6.1% | 347,654 | $26.7M |
| CreativeOne Wealth, LLC | 1.35% | Reduce -4.9% | 347,444 | $26.6M |
| Tiaa Trust, National Association | 0.08% | Add +5.1% | 340,321 | $26.1M |
| SMI Advisory Services, LLC | 6.44% | Add +6.5% | 339,217 | $26.1M |
| PDS Planning, Inc | 2.55% | Add +5.0% | 329,134 | $25.2M |
| Cornerstone Investment Partners, LLC | 1.23% | Reduce -0.9% | 325,936 | $25.0M |
| Cullen/Frost Bankers, Inc. | 0.36% | Add +7.5% | 321,995 | $24.7M |
| Nuveen Asset Management, LLC | 0.01% | No change | 320,431 | $24.6M |
| Presilium Private Wealth, LLC | 6.17% | Add +8.7% | 318,377 | $24.4M |
| Blue Trust, Inc. | 0.33% | Reduce -1.6% | 317,922 | $24.4M |
| Manufacturers Life Insurance Company, The | 0.02% | Reduce -2.1% | 314,828 | $24.1M |
| Eagle Rock Investment Company, LLC | 4.35% | Reduce -0.0% | 313,643 | $24.1M |
| TD Waterhouse Canada Inc. | 0.21% | Add +40.6% | 313,866 | $24.0M |
| Waterloo Capital, L.P. | 2.86% | Add +44.3% | 310,628 | $23.8M |
| Baird Financial Group, Inc. | 0.05% | Reduce -7.5% | 310,375 | $23.8M |
| Cwm, LLC | 0.11% | Reduce -1.9% | 308,864 | $23.7M |
| Rockwood Wealth Management, LLC | 2.86% | Add +15.5% | 306,265 | $23.5M |
| Farther Finance Advisors, LLC | 1.12% | Reduce -7.5% | 302,650 | $23.1M |
| Orion Porfolio Solutions, LLC | 0.24% | Add +7.7% | 300,579 | $23.1M |
| Orion Portfolio Solutions, LLC | 0.24% | Add +7.7% | 300,579 | $23.1M |
| Voya Financial Advisors, Inc. | 2.60% | Add +1.6% | 300,375 | $23.0M |
| Fort Henry Capital, LLC | 16.23% | Add +1.4% | 293,930 | $22.5M |
| Mariner, LLC | 0.04% | Reduce -2.0% | 289,112 | $22.2M |
| Avior Wealth Management, LLC | 0.95% | Add +917.6% | 288,495 | $22.1M |
| International City Management Association Retirement Corp | 16.12% | New | 287,500 | $22.1M |
| Kwmg, LLC | 2.37% | Add +6.6% | 286,537 | $22.0M |
| Traveka Wealth, LLC | 10.48% | Reduce -14.3% | 279,856 | $21.5M |
| CBIZ Investment Advisory Services, LLC | 1.19% | Add +13.0% | 276,915 | $21.2M |
| First Horizon Advisors, Inc. | 0.64% | Reduce -12.0% | 275,084 | $21.1M |
| Newton One Investments LLC | 9.09% | Add +2.2% | 274,854 | $21.1M |
| Associated Banc-Corp | 0.65% | Reduce -2.8% | 273,411 | $21.0M |
| Park Avenue Securities LLC | 0.25% | Add +11.5% | 263,535 | $20.2M |
| Bartlett & Co. Wealth Management LLC | 0.30% | Reduce -2.2% | 258,478 | $19.8M |
| McAdam, LLC | 1.18% | Add +8.4% | 256,755 | $19.7M |
| Beacon Pointe Advisors, LLC | 0.23% | Reduce -6.7% | 253,673 | $19.5M |
| Beacon Capital Management, Inc. | 0.82% | Reduce -7.4% | 249,726 | $19.2M |
| BNP Paribas Financial Markets | 0.02% | Add +79.8% | 249,483 | $19.1M |
| Atria Investments, Inc | 0.25% | Add +5.5% | 248,834 | $19.1M |
| TD Private Client Wealth LLC | 0.60% | Reduce -0.8% | 247,230 | $19.0M |
| Ellevest, Inc. | 1.14% | Add +4.3% | 246,939 | $18.9M |
| OneDigital Investment Advisors LLC | 0.24% | Add +5.1% | 245,679 | $18.8M |
| Planning Directions Inc. | 12.79% | Add +3.5% | 244,669 | $18.8M |
| Lutz Financial Services LLC | 1.63% | Add +7.9% | 243,602 | $18.7M |
| Bank of Montreal | 0.01% | Reduce -7.0% | 242,412 | $18.6M |
| Graves Light Lenhart Wealth, Inc. | 2.06% | Reduce -2.7% | 235,560 | $18.0M |
| Wealth Dimensions Group, Ltd. | 5.09% | Reduce -0.2% | 232,886 | $17.9M |
| Clark Asset Management, LLC | 4.88% | Add +7.2% | 229,840 | $17.6M |
| Voya Investment Management LLC | 0.02% | Add +45.3% | 228,351 | $17.5M |
| Kelman-Lazarov, Inc. | 3.26% | Add +10.7% | 227,644 | $17.5M |
| NewEdge Advisors, LLC | 0.13% | Add +33.6% | 227,226 | $17.4M |
| Farmers & Merchants Investments Inc. | 0.57% | Add +0.1% | 224,632 | $17.2M |
| Squarepoint Ops LLC | 0.06% | Reduce -25.9% | 223,190 | $17.1M |
| Renaissance Technologies | 0.03% | New | 222,978 | $17.1M |
| M&T Bank Corp | 0.06% | Reduce -1.1% | 221,897 | $17.0M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -62.9% | 218,861 | $16.8M |
| Modera Wealth Management, LLC | 0.25% | Add +6.3% | 217,459 | $16.7M |
| EverSource Wealth Advisors, LLC | 1.10% | Add +11.5% | 212,632 | $16.5M |
| Capital Analysts, LLC | 0.73% | Add +5.0% | 214,336 | $16.4M |
| REDW Wealth LLC | 4.29% | Add +1.8% | 213,270 | $16.4M |
| Austin Asset Management Co Inc | 3.42% | Reduce -3.0% | 209,428 | $16.1M |
| MilWealth Group LLC | 5.05% | Add +2.4% | 208,853 | $16.0M |
| Pictet North America Advisors SA | 1.70% | Reduce -31.1% | 203,575 | $15.6M |
| Prio Wealth Limited Partnership | 0.47% | Reduce -6.9% | 203,293 | $15.6M |
| Kestra Advisory Services, LLC | 0.09% | Add +71.5% | 217,540 | $15.6M |
| Cahill Financial Advisors Inc. | 2.12% | Add +1.9% | 201,751 | $15.5M |
| Bluestem Financial Advisors, LLC | 7.73% | Reduce -36.3% | 199,481 | $15.3M |
| BetterWealth, LLC | 4.81% | Add +11.9% | 196,866 | $15.1M |
| Tillman Hartley LLC | 5.12% | Add +2.0% | 195,148 | $15.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +14.7% | 193,827 | $14.9M |
| Man Group plc | 0.04% | Add +10.3% | 192,630 | $14.8M |
| Prudential Financial Inc. | 0.02% | Reduce -1.9% | 190,906 | $14.6M |
| Silver Oak Advisory Group, Inc. | 7.86% | Add +2.1% | 184,530 | $14.2M |
| Wiser Wealth Management, Inc | 4.34% | Reduce -2.5% | 182,649 | $14.0M |
| Brewster Financial Planning LLC | 11.71% | Add +5.4% | 181,506 | $13.9M |
| Concurrent Investment Advisors, LLC | 0.46% | Reduce -5.1% | 180,238 | $13.8M |
| Trajan Wealth LLC | 0.88% | Add +18.4% | 179,615 | $13.8M |
| Evolution Advisers, Inc. | 7.89% | Add +7.1% | 178,934 | $13.7M |
| Stephenson & Company, Inc. | 10.17% | Add +4.0% | 178,902 | $13.7M |
| World Investment Advisors | 0.85% | New | 178,321 | $13.7M |
| Perigon Wealth Management, LLC | 0.39% | Reduce -1.4% | 175,839 | $13.5M |
| Monumental Financial Group Inc. | 5.83% | Add +8.7% | 174,422 | $13.4M |
| Mountain Pacific Investment Advisers LLC | 0.99% | Reduce -3.5% | 173,930 | $13.3M |
| Bay Harbor Wealth Management, LLC | 4.60% | Reduce -3.0% | 172,127 | $13.2M |
| Your Advocates Ltd., LLP | 5.54% | Add +11.8% | 172,104 | $13.2M |
| Alaska Wealth Advisors, LLC | 2.04% | Reduce -0.8% | 171,764 | $13.2M |
| Pioneer Wealth Management Group | 6.91% | Add +10.3% | 169,665 | $13.0M |
| Mustard Seed Financial, LLC | 12.45% | Reduce -0.1% | 169,649 | $13.0M |
| Safir Wealth Advisors, LLC | 10.55% | Reduce -0.2% | 167,937 | $12.9M |
| Kestra Private Wealth Services, LLC | 0.25% | Reduce -6.8% | 164,841 | $12.6M |
| Focus Partners Advisor Solutions, LLC | 0.33% | Add +23.9% | 164,500 | $12.6M |
| NewEdge Wealth, LLC | 0.27% | Add +6.1% | 163,466 | $12.5M |
| Brookstone Capital Management | 0.21% | Reduce -73.1% | 161,439 | $12.5M |
| Private Advisor Group, LLC | 0.08% | Reduce -11.6% | 162,325 | $12.5M |
| Level Financial Advisors | 5.38% | Add +0.8% | 161,770 | $12.4M |
| Fortis Advisors, LLC | 8.73% | Reduce -3.3% | 161,608 | $12.4M |
| OLIO Financial Planning | 5.17% | Reduce -0.1% | 159,289 | $12.3M |
| SigFig Wealth Management, LLC | 0.44% | Add +2.5% | 152,498 | $11.7M |
| Commerce Bank | 0.08% | Add +0.4% | 151,749 | $11.6M |
| Waterford Advisors, LLC | 4.84% | Add +2.6% | 150,401 | $11.5M |
| FMA Wealth Management, LLC | 9.32% | Add +0.3% | 150,335 | $11.5M |
| NorthCoast Asset Management LLC | 0.10% | Reduce -19.6% | 147,694 | $11.3M |
| Focus Financial Network, Inc. | 0.48% | Add +1.3% | 144,489 | $11.2M |
| Eaton-Cambridge Inc. | 5.63% | Add +14.5% | 143,580 | $11.0M |
| Alaska Permanent Capital Management, LLC | 0.92% | Add +0.1% | 140,569 | $10.8M |
| Trellis Wealth Advisors LLC | 5.91% | Add +11.8% | 140,486 | $10.8M |
| Adaptive Financial Consulting, LLC | 4.56% | No change | 137,092 | $10.5M |
| Elevate Wealth Advisory, Inc. | 8.49% | Add +9.1% | 136,368 | $10.5M |
| Parkside Financial Bank & Trust | 1.64% | Add +6.9% | 135,814 | $10.4M |
| Parker Financial LLC | 5.56% | Reduce -1.6% | 133,261 | $10.2M |
| Connecticut Wealth Management, LLC | 0.52% | Reduce -2.4% | 132,424 | $10.2M |
| Leavell Investment Management, Inc. | 0.56% | Add +2.1% | 131,967 | $10.1M |
| Wealthspire Advisors, LLC | 0.13% | Add +16.4% | 131,868 | $10.1M |
| Mutual Advisors, LLC | 0.30% | Add +25.0% | 129,542 | $10.0M |
| Zeit Capital LLC | 8.05% | Add +0.1% | 129,183 | $9.9M |
| Headinvest, LLC | 1.90% | Add +2.1% | 126,095 | $9.7M |
| Alkeme Wealth, LLC | 4.59% | Reduce -0.2% | 125,572 | $9.6M |
| Sanctuary Advisors, LLC | 0.07% | — | 125,868 | $9.6M |
| HTG Investment Advisors, Inc. | 5.15% | Add +18.1% | 124,505 | $9.5M |
| First American Trust, FSB | 0.95% | Reduce -16.2% | 124,051 | $9.5M |
| First Merchants Corp. | 0.38% | Reduce -0.2% | 122,949 | $9.4M |
| Galvin, Gaustad & Stein, LLC | 0.89% | Reduce -4.7% | 122,384 | $9.4M |
| Aspire Private Capital, LLC | 2.40% | Add +0.1% | 121,667 | $9.3M |
| Scotia Capital Inc. | 0.05% | Add +0.2% | 121,520 | $9.3M |
| Phillips Financial Management, LLC | 0.77% | Add +2.5% | 121,166 | $9.3M |
| AE Wealth Management LLC | 0.09% | Reduce -5.2% | 120,821 | $9.3M |
| Legacy Financial Group LLC | 1.81% | Add +0.1% | 120,107 | $9.2M |
| Cherry Tree Wealth Management, LLC | 2.31% | Add +3.9% | 120,044 | $9.2M |
| Echo45 Advisors LLC | 6.46% | Add +26.1% | 119,791 | $9.2M |
| Wealth Forward, LLC | 7.16% | Add +0.9% | 119,450 | $9.2M |
| Macquarie Group Ltd. | 0.01% | Reduce -24.2% | 117,355 | $9.0M |
| Axiom Financial Strategies, LLC | 5.82% | Add +1.8% | 116,809 | $9.0M |
| White Lighthouse Investment Management Inc. | 1.72% | Reduce -2.4% | 116,205 | $8.9M |
| WBH Advisory Inc. | 0.90% | Add +1.8% | 115,880 | $8.9M |
| Sovereign Financial Group, Inc. | 2.21% | Add +4.1% | 115,751 | $8.9M |
| Exencial Wealth Advisors, LLC | 0.33% | Reduce -7.9% | 115,548 | $8.9M |
| Bull Street Advisors, LLC | 4.25% | Reduce -1.4% | 114,889 | $8.8M |
| Concourse Financial Group Securities, Inc. | 0.55% | Add +5.1% | 113,904 | $8.7M |
| Vawter Financial, Ltd. | 5.98% | Add +5.8% | 113,672 | $8.7M |
| Natixis Advisors, LLC | 0.02% | Add +2.8% | 112,497 | $8.6M |
| Lwmg, LLC | 1.81% | Add +4.9% | 111,911 | $8.6M |
| Oppenheimer & Co. Inc. | 0.14% | Add +3.8% | 110,989 | $8.5M |
| B. Riley Wealth Advisors, Inc. | 0.22% | Reduce -30.6% | 110,334 | $8.5M |
| CGN Advisors LLC | 0.98% | Add +3.9% | 109,884 | $8.4M |
| Archford Capital Strategies, LLC | 1.34% | Add +3.9% | 107,922 | $8.3M |
| SouthState Bank Corp | 0.60% | Add +0.1% | 106,790 | $8.2M |
| Vantagepoint Investment Advisers LLC | 1.13% | New | 106,600 | $8.2M |
| C M Bidwell & Associates Ltd. | 5.47% | Add +39.5% | 106,445 | $8.2M |
| Fidato Wealth LLC | 7.20% | Add +4.1% | 106,279 | $8.2M |
| RFG Advisory, LLC | 0.27% | Add +5.6% | 106,047 | $8.1M |
| Arax Advisory Partners | 0.78% | Reduce -0.9% | 103,903 | $8.0M |
| IFG Advisors, LLC | 1.88% | Add +9.1% | 103,665 | $8.0M |
| Simplicity Wealth,LLC | 0.17% | Add +4.6% | 100,988 | $7.7M |
| Acropolis Investment Management, LLC | 0.49% | Add +3.6% | 100,976 | $7.7M |
| Shepherd Financial Partners LLC | 0.99% | Reduce -0.6% | 100,495 | $7.7M |
| FineMark National Bank & Trust | 0.28% | Add +24.3% | 98,917 | $7.6M |
| Culbertson A N & Co. Inc. | 1.29% | Add +0.4% | 96,276 | $7.4M |
| HB Wealth Management, LLC | 0.09% | Reduce -22.0% | 95,171 | $7.3M |
| Kiley Juergens Wealth Management, LLC | 1.99% | Reduce -0.7% | 93,634 | $7.2M |
| Sandy Cove Advisors, LLC | 3.17% | Reduce -1.9% | 92,807 | $7.1M |
| Disciplina Capital Management LLC | 1.18% | Reduce -0.1% | 92,739 | $7.1M |
| Rf&l Wealth Management, LLC | 5.32% | Add +7.2% | 91,217 | $7.0M |
| Central Pacific Bank - Trust Division | 0.87% | Add +10.6% | 91,144 | $7.0M |
| Dynamic Advisor Solutions LLC | 0.22% | Add +2.8% | 90,153 | $6.9M |
| Evergreen Wealth Management, LLC | 4.53% | No change | 89,134 | $6.8M |
| Washington Capital Management, Inc. | 5.77% | No change | 88,630 | $6.8M |
| St Germain D J Co. Inc. | 0.32% | Reduce -0.5% | 87,500 | $6.7M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.74% | Add +28.9% | 87,285 | $6.7M |
| Bleakley Financial Group, LLC | 0.19% | Add +5.4% | 86,463 | $6.6M |
| Bull Oak Capital, LLC | 4.25% | Add +64.1% | 86,147 | $6.6M |
| IHT Wealth Management, LLC | 0.25% | Add +0.6% | 85,842 | $6.6M |
| McNaughton Wealth Management, LLC | 3.38% | Add +4.7% | 83,210 | $6.4M |
| City State Bank | 2.60% | Add +5.7% | 83,164 | $6.4M |
| Arcataur Capital Management LLC | 2.27% | Reduce -1.4% | 82,927 | $6.4M |
| Dynasty Wealth Management, LLC | 0.19% | Add +0.8% | 82,287 | $6.3M |
| Cranbrook Wealth Management, LLC | 1.53% | Add +3.3% | 80,920 | $6.2M |
| Capital Investment Advisors, LLC | 0.14% | Reduce -3.9% | 80,175 | $6.1M |
| Arcadia Wealth Management, LLC | 3.49% | Add +22.6% | 79,780 | $6.1M |
| Kanawha Capital Management LLC | 0.48% | Reduce -2.8% | 79,474 | $6.1M |
| LongView Wealth Management | 2.25% | Add +61.8% | 79,420 | $6.1M |
| Patriot Investment Management Group, Inc. | 0.47% | Add +1.8% | 78,043 | $6.0M |
| Regal Investment Advisors LLC | 0.40% | Reduce -3.7% | 77,784 | $6.0M |
| Choreo, LLC | 0.10% | Add +215.8% | 77,924 | $6.0M |
| Boston Family Office LLC | 0.42% | Reduce -17.8% | 76,887 | $5.9M |
| LM Advisors LLC | 1.15% | No change | 75,466 | $5.8M |
| Bfsg, LLC | 0.73% | Reduce -49.0% | 75,263 | $5.8M |
| National Bank of Canada | 0.01% | Reduce -32.5% | 73,205 | $5.6M |
| Prosperity Planning, Inc. | 1.92% | New | 72,746 | $5.6M |
| Essential Planning, LLC. | 2.45% | Add +9.1% | 72,476 | $5.6M |
| Forza Wealth Management, LLC | 2.85% | Add +1.3% | 71,967 | $5.5M |
| IFP Advisors, Inc | 0.22% | Add +6.5% | 71,213 | $5.5M |
| Neumann Capital Management, LLC | 1.87% | Add +8.6% | 71,029 | $5.4M |
| Principal Securities, Inc. | 0.15% | Add +5.7% | 70,948 | $5.4M |
| &partners | 0.24% | Add +201.0% | 69,615 | $5.4M |
| SWP Financial LLC | 3.58% | New | 70,632 | $5.4M |
| IFG Advisory, LLC | 0.35% | Reduce -1.1% | 70,350 | $5.4M |
| Clarity Capital Advisors, LLC | 4.04% | Add +7.2% | 68,194 | $5.2M |
| Rathbones Group PLC | 0.03% | Reduce -0.8% | 67,732 | $5.2M |
| Sunesis Advisors, LLC | 3.08% | Add +0.4% | 67,491 | $5.2M |
| Advisory Services Network, LLC | 0.11% | Add +1.6% | 66,850 | $5.1M |
| Bank of Hawaii | 0.23% | Add +4.8% | 66,453 | $5.1M |
| Stone Summit Wealth LLC | 1.83% | Add +6.8% | 66,433 | $5.1M |
| Morris Financial Concepts, Inc. | 2.43% | Add +17.8% | 66,279 | $5.1M |
| Karpus Management, Inc. | 0.14% | Reduce -16.6% | 66,200 | $5.1M |
| Watchman Group, Inc. | 1.62% | Reduce -81.3% | 66,112 | $5.1M |
| PAX Financial Group, LLC | 0.99% | Reduce -4.5% | 65,990 | $5.1M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +23.1% | 65,947 | $5.1M |
| Darrow Company, Inc. | 3.28% | Reduce -2.4% | 65,634 | $5.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.8% | 64,887 | $5.0M |
| Brown Advisory Inc. | 0.01% | Add +0.4% | 64,574 | $5.0M |
| Prudent Man Advisors, LLC | 1.72% | Add +42.8% | 63,316 | $4.9M |
| Shufro Rose & Co. LLC | 0.39% | Reduce -18.3% | 63,066 | $4.8M |
| Victory Capital Management Inc. | 0.00% | Reduce -57.9% | 62,545 | $4.8M |
| Financial Advocates Investment Management | 0.29% | Reduce -5.9% | 61,788 | $4.7M |
| DBK Financial Counsel, LLC | 5.15% | Reduce -13.7% | 61,617 | $4.7M |
| BancFirst Trust & Investment Management | 2.20% | Reduce -1.1% | 61,045 | $4.7M |
| Elevated Capital Advisors, LLC | 1.30% | Reduce 0.0% | 60,509 | $4.6M |
| Affinity Capital Advisors, LLC | 0.97% | Add +4.1% | 60,259 | $4.6M |
| Prosperity Consulting Group, LLC | 0.62% | Reduce -1.8% | 59,908 | $4.6M |
| Harbour Trust & Investment Management Co | 0.55% | Add +5.2% | 59,905 | $4.6M |
| Bluespring Wealth Management, LLC | 0.49% | Reduce -8.0% | 59,368 | $4.6M |
| Consolidated Portfolio Review Corp | 1.06% | Reduce -5.4% | 59,342 | $4.6M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -0.6% | 57,959 | $4.4M |
| Wescott Financial Advisory Group, LLC | 0.51% | Add +0.4% | 57,785 | $4.4M |
| Slow Capital, Inc. | 0.71% | Add +4.5% | 57,580 | $4.4M |
| Fonville Wealth Management LLC | 1.74% | Add +12.1% | 57,368 | $4.4M |
| AlphaStar Capital Management, LLC | 0.41% | Reduce -0.7% | 57,275 | $4.4M |
| Ackerman Capital Advisors, LLC | 1.16% | Reduce -3.7% | 57,258 | $4.4M |
| Fiduciary Group, LLC | 0.47% | Reduce -26.5% | 57,156 | $4.4M |
| Pure Financial Advisors, LLC | 0.12% | Add +5.8% | 56,804 | $4.4M |
| BHK Investment Advisors, LLC | 1.69% | Add +0.1% | 56,049 | $4.3M |
| Spire Wealth Management | 0.15% | Add +2.5% | 55,567 | $4.3M |
| Mgo One Seven LLC | 0.20% | Reduce -5.7% | 55,358 | $4.2M |
| Madrona Financial Services, LLC | 1.30% | Add +11.5% | 55,189 | $4.2M |
| TFC Financial Management, Inc. | 0.74% | Reduce -2.1% | 55,031 | $4.2M |
| Haverford Trust Co | 0.04% | Add +0.4% | 54,850 | $4.2M |
| Forum Private Client Group LLC | 1.99% | Add +8.9% | 54,506 | $4.2M |
| Avion Wealth | 1.15% | Reduce -3.0% | 54,282 | $4.2M |
| Rockbridge Investment Management, LCC | 0.59% | Add +7.4% | 54,182 | $4.2M |
| Ascent Group, LLC | 0.34% | Reduce -0.9% | 53,657 | $4.1M |
| Hohimer Wealth Management, LLC | 0.95% | Reduce -5.6% | 53,579 | $4.1M |
| Strategic Investment Advisors / MI | 0.50% | Add +4.0% | 53,508 | $4.1M |
| Moller Wealth Partners | 1.09% | Add +0.0% | 53,192 | $4.1M |
| Semmax Financial Advisors Inc. | 1.22% | Add +3.5% | 51,959 | $4.1M |
| GeoWealth Management, LLC | 0.18% | Reduce -22.0% | 52,746 | $4.0M |
| VestGen Investment Management | 1.19% | Add +2.3% | 52,591 | $4.0M |
| Cary Street Partners Investment Advisory LLC | 0.16% | Add +8.6% | 52,320 | $4.0M |
| Aerodigm Wealth, LLC | 1.82% | Reduce -12.6% | 51,465 | $3.9M |
| Benjamin F. Edwards & Company, Inc. | 0.07% | Add +11.1% | 51,196 | $3.9M |
| Courage Miller Partners, LLC | 1.41% | Reduce -3.3% | 51,171 | $3.9M |
| Prostatis Group LLC | 1.37% | Reduce -1.9% | 50,775 | $3.9M |
| Integrated Advisors Network LLC | 0.20% | Add +10.6% | 50,598 | $3.9M |
| SOL Capital Management CO | 0.47% | Add +13.7% | 50,590 | $3.9M |
| Beaird Harris Wealth Management, LLC | 0.36% | Reduce -19.8% | 50,344 | $3.9M |
| Parallel Advisors, LLC | 0.10% | Add +7.9% | 50,075 | $3.8M |
| Naples Global Advisors, LLC | 0.39% | Reduce -2.1% | 50,073 | $3.8M |
| Lake Street Advisors Group, LLC | 0.18% | Add +0.3% | 49,557 | $3.8M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +15.2% | 49,524 | $3.8M |
| Bryn Mawr Trust Advisors, LLC | 0.21% | Reduce -12.2% | 49,072 | $3.8M |
| Integrated Investment Consultants, LLC | 1.02% | No change | 48,480 | $3.7M |
| FIDELIS iM, LLC | 1.82% | Add +1.2% | 48,418 | $3.7M |
| Stratos Wealth Advisors, LLC | 0.18% | Reduce -10.8% | 48,391 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.5% | 48,048 | $3.7M |
| Becker Capital Management Inc. | 0.13% | Add +4.5% | 47,791 | $3.7M |
| Centennial Bank | 1.80% | Add +22.1% | 47,781 | $3.7M |
| Global Retirement Partners, LLC | 0.11% | Reduce -18.0% | 47,747 | $3.7M |
| Baker Avenue Asset Management, LP | 0.12% | Reduce -2.5% | 47,721 | $3.7M |
| TCTC Holdings, LLC | 0.12% | No change | 47,394 | $3.6M |
| Wealth Architects, LLC | 0.44% | Add +3.7% | 46,973 | $3.6M |
| Somnio Financial Group, LLC | 3.18% | — | 46,960 | $3.6M |
| Agf Management Ltd. | 0.02% | No change | 46,760 | $3.6M |
| Everett Harris & Co. | 0.05% | Reduce -2.6% | 46,380 | $3.6M |
| Flagstar Securities, Inc. | 0.97% | Reduce -9.3% | 46,273 | $3.5M |
| Bath Savings Trust Co | 0.37% | Add +10.2% | 45,684 | $3.5M |
| First Hawaiian Bank | 0.12% | Reduce -11.0% | 45,470 | $3.5M |
| BLB&B Advisors, LLC | 0.19% | Reduce -8.4% | 44,433 | $3.4M |
| Oppenheimer Asset Management Inc. | 0.04% | Add +17.0% | 44,329 | $3.4M |
| Per Stirling Capital Management, LLC. | 0.55% | Add +10.9% | 44,224 | $3.4M |
| Ti-Trust, Inc. | 2.60% | Add +0.8% | 43,973 | $3.4M |
| Redhawk Wealth Advisors, Inc. | 0.51% | Add +7.5% | 43,904 | $3.4M |
| Raymond James Trust N.A. | 0.08% | Reduce -1.2% | 43,887 | $3.4M |
| Archvest Wealth Advisors, Inc. | 2.23% | Reduce -46.5% | 44,055 | $3.4M |
| Colorado Capital Management, Inc. | 1.87% | Reduce -9.0% | 43,801 | $3.4M |
| Focus Partners Wealth | 0.01% | Add +102.8% | 43,492 | $3.3M |
| OMNI 360 Wealth, Inc. | 2.53% | Add +14.4% | 43,370 | $3.3M |
| Financial Gravity Asset Management, Inc. | 0.83% | Add +9.2% | 44,094 | $3.3M |
| Websterrogers Financial Advisors, LLC | 1.17% | Reduce -26.1% | 42,905 | $3.3M |
| Sigma Planning Corp | 0.10% | Reduce -14.4% | 42,835 | $3.3M |
| Calamos Wealth Management LLC | 0.18% | Reduce -5.9% | 42,811 | $3.3M |
| One Degree Advisors Inc | 1.58% | Add +5.0% | 42,759 | $3.3M |
| Eastern Bank | 0.13% | No change | 42,366 | $3.2M |
| Aquire Wealth Advisors, LLC | 1.08% | Add +0.8% | 42,000 | $3.2M |
| Red Mountain Financial, LLC | 3.88% | — | 41,991 | $3.2M |
| Cary Street Partners Asset Management LLC | 0.47% | Add +24.4% | 41,899 | $3.2M |
| Pathstone Holdings, LLC | 0.01% | Add +10.0% | 41,876 | $3.2M |
| Sterling Financial Planning, Inc. | 1.29% | Reduce -3.9% | 41,444 | $3.2M |
| Robinswood Financial LLC | 1.28% | Reduce -1.4% | 41,397 | $3.2M |
| Deutsche Bank AG | 0.00% | Reduce -12.2% | 41,177 | $3.2M |
| Performance Wealth Partners, LLC | 0.11% | Add +51.7% | 40,640 | $3.1M |
| Sonora Investment Management Group, LLC | 0.24% | No change | 40,399 | $3.1M |
| Alpha Omega Wealth Management LLC | 0.59% | Add +0.5% | 40,045 | $3.1M |
| Anchor Capital Advisors LLC | 0.09% | Reduce -1.3% | 40,012 | $3.1M |
| Fifth Third Securities, Inc. | 0.28% | Reduce -3.9% | 39,763 | $3.0M |
| Successful Portfolios LLC | 2.13% | Add +22.0% | 39,703 | $3.0M |
| Sage Investment Advisers LLC | 3.44% | Add +18.3% | 39,675 | $3.0M |
| Townsquare Capital LLC | 0.04% | Reduce -12.5% | 39,234 | $3.0M |
| Family Wealth Partners, LLC | 1.55% | Add +0.6% | 38,836 | $3.0M |
| Welch & Forbes LLC | 0.04% | Reduce -12.0% | 38,410 | $2.9M |
| HT Partners LLC | 1.04% | Add +6.9% | 38,293 | $2.9M |
| Cambridge Associates LLC /Ma/ | 0.13% | Reduce -67.4% | 37,862 | $2.9M |
| Lloyd Advisory Services, LLC. | 1.36% | Add +449.4% | 37,798 | $2.9M |
| Howard Financial Services, LTD. | 0.47% | Add +12.8% | 37,610 | $2.9M |
| Old Port Advisors | 0.86% | Add +0.8% | 37,495 | $2.9M |
| Drucker Wealth 3.0, LLC | 0.76% | — | 37,330 | $2.9M |
| American Investment Services, Inc. | 0.51% | Add +1.2% | 37,317 | $2.9M |
| Provident Wealth Management, LLC | 1.04% | Reduce -0.1% | 37,197 | $2.9M |
| Apexium Financial, LP | 0.20% | Add +5.1% | 37,138 | $2.8M |
| Harbour Investments, Inc. | 0.10% | Add +2.8% | 36,974 | $2.8M |
| 180 Wealth Advisors, LLC | 0.46% | Reduce -1.7% | 36,650 | $2.8M |
| One Day In July LLC | 0.35% | Reduce -54.6% | 36,674 | $2.8M |
| Whittier Trust Co. | 0.04% | Reduce -5.3% | 36,490 | $2.8M |
| FSB Premier Wealth Management, Inc. | 1.26% | Reduce -4.2% | 36,488 | $2.8M |
| Investment Partners, LTD. | 1.25% | Add +14.7% | 36,388 | $2.8M |
| Tritonpoint Wealth, LLC | 0.27% | Reduce -13.6% | 36,280 | $2.8M |
| American Financial & Tax Strategies Inc. | 1.46% | Reduce -2.8% | 36,211 | $2.8M |
| New Capital Management LP | 0.85% | Reduce -2.6% | 36,099 | $2.8M |
| Pine Harbor Wealth Management, LLC | 1.62% | Reduce -9.9% | 35,936 | $2.8M |
| FC Advisory LLC | 1.00% | Add +2.4% | 35,653 | $2.7M |
| SMART Wealth LLC | 1.10% | Add +520.9% | 35,600 | $2.7M |
| Wealthfront Advisers LLC | 0.01% | Reduce -5.8% | 35,328 | $2.7M |
| Cadent Capital Advisors, LLC | 1.10% | Add +1.0% | 35,204 | $2.7M |
| Proffitt & Goodson Inc. | 0.47% | Reduce -2.4% | 34,915 | $2.7M |
| Wela Strategies, Inc. | 1.24% | Add +2.0% | 34,584 | $2.7M |
| Aua Capital Management, LLC | 1.59% | Add +0.2% | 34,494 | $2.6M |
| Patten Group, Inc. | 0.62% | Reduce -3.9% | 34,195 | $2.6M |
| Cresset Asset Management, LLC | 0.01% | Add +12.4% | 33,969 | $2.6M |
| Raffa Wealth Management, LLC | 0.74% | Add +2.2% | 33,919 | $2.6M |
| Mengis Capital Management, Inc. | 0.53% | Add +0.0% | 33,831 | $2.6M |
| Northwest Wealth Management, LLC | 0.67% | Reduce -9.3% | 33,511 | $2.6M |
| SignalPoint Asset Management, LLC | 0.69% | Add +903.9% | 33,481 | $2.6M |
| Thomasville National Bank | 0.21% | Reduce -2.1% | 33,426 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.14% | Reduce -3.2% | 33,327 | $2.6M |
| Unison Advisors LLC | 0.31% | Reduce -25.0% | 32,167 | $2.5M |
| Enstar Group LTD | 0.71% | No change | 32,166 | $2.5M |
| Cibc World Market Inc. | 0.01% | Reduce -63.3% | 32,082 | $2.5M |
| Citadel Advisors | 0.00% | New | 32,054 | $2.5M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -11.8% | 31,920 | $2.4M |
| SeaBridge Investment Advisors LLC | 0.63% | Add +2.0% | 31,633 | $2.4M |
| Compound Planning, Inc. | 0.18% | Reduce -69.8% | 31,472 | $2.4M |
| Hollencrest Capital Management | 0.11% | Reduce -22.2% | 31,391 | $2.4M |
| Apollon Wealth Management, LLC | 0.07% | Reduce -57.4% | 31,384 | $2.4M |
| Plancorp, LLC | 0.10% | Reduce -1.3% | 31,085 | $2.4M |
| Frontier Asset Management, LLC | 0.86% | Add +1.5% | 30,849 | $2.4M |
| Great Lakes Retirement, Inc. | 0.32% | Reduce -13.4% | 30,786 | $2.4M |
| Jackson Creek Investment Advisors LLC | 0.86% | Add +21.0% | 30,698 | $2.4M |
| Mma Asset Management LLC | 1.10% | No change | 30,694 | $2.4M |
| Lodestone Wealth Management LLC | 1.24% | Add +6.0% | 30,653 | $2.4M |
| Estate Counselors, LLC | 0.26% | Reduce -29.5% | 30,610 | $2.3M |
| Ahl Investment Management, Inc. | 1.72% | Add +10.8% | 30,593 | $2.3M |
| Neuberger Berman Group LLC | 0.00% | Add +4.4% | 30,573 | $2.3M |
| Eclectic Associates Inc. | 1.04% | Add +1.3% | 30,560 | $2.3M |
| Stephens Inc. | 0.04% | Reduce -1.3% | 30,323 | $2.3M |
| Everhart Financial Group, Inc. | 0.60% | Add +1.3% | 30,125 | $2.3M |
| Selective Wealth Management, Inc. | 1.02% | Reduce -1.5% | 30,042 | $2.3M |
| Aletheian Wealth Advisors LLC | 1.20% | Add +3.2% | 29,594 | $2.3M |
| Koshinski Asset Management, Inc. | 0.21% | Add +24.7% | 29,405 | $2.3M |
| Main Street Financial Solutions, LLC | 0.21% | Add +0.3% | 29,352 | $2.3M |
| Verum Partners LLC | 0.72% | Reduce -14.3% | 29,201 | $2.2M |
| Synovus Financial Corp. | 0.03% | Reduce -10.3% | 29,053 | $2.2M |
| Bragg Financial Advisors, Inc | 0.10% | Add +7.3% | 28,917 | $2.2M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -1.8% | 28,822 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -2.3% | 28,672 | $2.2M |
| Retireful, LLC | 1.03% | New | 28,428 | $2.2M |
| Equitable Holdings, Inc. | 0.02% | Add +1.6% | 28,383 | $2.2M |
| Country Club Bank | 0.15% | Reduce -9.5% | 27,843 | $2.1M |
| Family Legacy, Inc. | 0.76% | Reduce -0.6% | 27,661 | $2.1M |
| Bokf, NA | 0.04% | Add +2.9% | 27,551 | $2.1M |
| Massachusetts Wealth Management | 1.40% | Reduce -0.6% | 27,275 | $2.1M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.35% | Reduce -3.0% | 27,218 | $2.1M |
| Quadrature Capital Ltd | 0.03% | New | 26,995 | $2.1M |
| Independent Financial Group, LLC | 0.08% | Add +5.9% | 26,943 | $2.1M |
| Arrowroot Family Office, LLC | 1.32% | Reduce -2.4% | 26,865 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -7.4% | 26,755 | $2.1M |
| Compass Ion Advisors, LLC | 0.29% | No change | 26,714 | $2.0M |
| Grey Fox Wealth Advisors, LLC | 0.72% | Reduce -7.3% | 26,695 | $2.0M |
| Rosenberg Matthew Hamilton | 0.60% | Reduce -28.5% | 26,605 | $2.0M |
| Valley Wealth Managers, Inc. | 0.16% | Add +5.2% | 26,378 | $2.0M |
| Navalign, LLC | 0.64% | Add +0.6% | 26,366 | $2.0M |
| Freedom Investment Management, Inc. | 0.16% | Reduce -4.6% | 26,261 | $2.0M |
| One Wealth Map LLC | 1.24% | Add +1.3% | 26,073 | $2.0M |
| Arbor Wealth Advisors LLC | 1.98% | Reduce -12.5% | 26,129 | $2.0M |
| Leeward Financial Partners, LLC | 0.81% | Reduce -1.5% | 26,099 | $2.0M |
| NorthLanding Financial Partners, LLC | 2.11% | Add +4.9% | 26,046 | $2.0M |
| PFG Advisors | 0.13% | Add +3.3% | 26,022 | $2.0M |
| Capital Advisors, Ltd. LLC | 0.26% | Add +34.4% | 25,934 | $2.0M |
| Wedbush Securities Inc. | 0.07% | Add +0.2% | 25,904 | $2.0M |
| Evanson Asset Management, LLC | 0.14% | Reduce -15.6% | 25,657 | $2.0M |
| Summit Wealth Partners, LLC | 0.41% | Reduce -2.9% | 25,486 | $2.0M |
| J. Safra Sarasin Holding AG | 0.04% | — | 25,000 | $1.9M |
| Smartleaf Asset Management LLC | 0.31% | Reduce -40.8% | 24,670 | $1.9M |
| Juncture Wealth Strategies, LLC | 0.78% | Reduce -11.3% | 24,309 | $1.9M |
| Nations Financial Group Inc, /Ia/ | 0.15% | Reduce -0.7% | 24,275 | $1.9M |
| Jmac Enterprises LLC | 0.33% | Reduce -0.1% | 24,185 | $1.9M |
| AMG National Trust Bank | 0.05% | Add +207.2% | 24,146 | $1.9M |
| Capital Group Private Client Services, Inc. | 0.02% | Add +0.5% | 24,127 | $1.9M |
| Kovack Advisors, Inc. | 0.20% | Add +0.4% | 24,089 | $1.8M |
| Ascentis Independent Advisors | 0.37% | — | 23,416 | $1.8M |
| Alesco Advisors, LLC, An ESL Co | 0.06% | Reduce -14.5% | 23,361 | $1.8M |
| Adero Partners, LLC | 0.13% | Add +12.5% | 23,255 | $1.8M |
| UMB Bank, n.a. | 0.03% | Reduce -3.2% | 23,187 | $1.8M |
| TruNorth Capital Management, LLC | 0.58% | Add +5.0% | 23,180 | $1.8M |
| Allen Investment Management, LLC | 0.02% | Add +11.9% | 22,894 | $1.8M |
| RCS Financial Planning, LLC | 1.03% | Reduce -0.4% | 22,824 | $1.8M |
| SC&H Financial Advisors, Inc. | 0.42% | Reduce -10.2% | 22,543 | $1.7M |
| Global Wealth Management Investment Advisory, Inc. | 0.40% | Reduce -4.5% | 22,469 | $1.7M |
| Ascent Wealth Partners, LLC | 0.25% | Add +9.6% | 22,383 | $1.7M |
| Soltis Investment Advisors LLC | 0.18% | Add +32.1% | 22,351 | $1.7M |
| Pinnacle Financial Partners Inc | 0.04% | Reduce -5.2% | 22,315 | $1.7M |
| Novak & Powell Financial Services, Inc. | 1.06% | Reduce -45.8% | 22,166 | $1.7M |
| Ally Invest Advisors Inc. | 0.16% | Add +18.0% | 22,165 | $1.7M |
| Calton & Associates, Inc. | 0.85% | Reduce -5.4% | 22,111 | $1.7M |
| Savvy Advisors, Inc. | 0.55% | Add +228.6% | 22,064 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.16% | Add +0.0% | 21,656 | $1.7M |
| ProVise Management Group, LLC | 0.14% | Reduce -1.6% | 21,543 | $1.7M |
| Carolinas Wealth Consulting LLC | 0.32% | Add +0.0% | 21,530 | $1.7M |
| Secured Retirement Advisors, LLC | 1.28% | Add +6.7% | 21,346 | $1.6M |
| Caldwell Trust Co | 0.18% | Add +5.0% | 21,150 | $1.6M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -3.8% | 20,913 | $1.6M |
| Mosaic Family Wealth Partners, LLC | 0.26% | Add +1.9% | 21,106 | $1.6M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -72.6% | 21,089 | $1.6M |
| Peregrine Asset Advisers, Inc. | 0.64% | Reduce -0.1% | 21,085 | $1.6M |
| Aspiriant, LLC | 0.07% | Reduce -1.1% | 20,895 | $1.6M |
| Summit Financial Strategies, Inc. | 0.20% | Add +6.7% | 20,771 | $1.6M |
| Banque Pictet & Cie SA | 0.02% | Add +2.5% | 20,500 | $1.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Add +12.4% | 20,453 | $1.6M |
| Rappaport Reiches Capital Management, LLC | 0.46% | No change | 20,230 | $1.6M |
| DGS Capital Management, LLC | 0.43% | Add +14.6% | 19,993 | $1.5M |
| Boston Mountain Money Management Inc. | 0.99% | New | 19,621 | $1.5M |
| Foster Group, Inc. | 0.06% | Add +16.2% | 19,596 | $1.5M |
| Valley Financial Group, Inc. | 1.10% | Reduce -1.3% | 19,449 | $1.5M |
| Frank, Rimerman Advisors LLC | 0.11% | No change | 19,440 | $1.5M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -80.1% | 19,320 | $1.5M |
| Citizens Financial Group Inc. | 0.03% | Add +148.3% | 19,294 | $1.5M |
| Waller Financial Planning Group, Inc. | 0.40% | Reduce -5.7% | 19,252 | $1.5M |
| Outlook Wealth Advisors, LLC | 0.46% | No change | 12,002 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -27.2% | 18,993 | $1.5M |
| Capital Investment Counsel, LLC | 0.28% | Reduce -21.1% | 18,762 | $1.4M |
| Nisa Investment Advisors, LLC | 0.01% | New | 18,520 | $1.4M |
| Treynor Bancshares, Inc. | 1.47% | Reduce -57.2% | 18,300 | $1.4M |
| Pacific Financial Group Inc. | 0.99% | Add +0.9% | 18,250 | $1.4M |
| Earned Wealth Advisors, LLC | 0.53% | Reduce -49.5% | 18,185 | $1.4M |
| Avidian Wealth Enterprises, LLC | 0.07% | Reduce -8.5% | 18,101 | $1.4M |
| Westwood Holdings Group Inc. | 0.01% | Reduce -42.4% | 18,095 | $1.4M |
| Range Financial Group LLC | 0.71% | Reduce -6.3% | 18,022 | $1.4M |
| Lanark Financial, Inc. | 0.13% | Reduce -12.2% | 17,902 | $1.4M |
| HRT Financial LP | 0.01% | New | 17,870 | $1.4M |
| Aries Wealth Management | 0.43% | Reduce -1.4% | 17,816 | $1.4M |
| Discipline Wealth Solutions, LLC | 1.07% | Add +20.9% | 17,720 | $1.4M |
| First Interstate Bank | 0.09% | Add +12.6% | 17,679 | $1.4M |
| Hillcrest Wealth Advisors - NY, LLC | 0.73% | No change | 17,574 | $1.3M |
| Graypoint LLC | 0.09% | Reduce -45.1% | 17,485 | $1.3M |
| New Century Financial Group, LLC | 0.57% | New | 17,456 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -6.9% | 17,442 | $1.3M |
| Ashton Thomas Securities, LLC | 0.32% | — | 16,904 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Add +20.2% | 17,272 | $1.3M |
| Burt Wealth Advisors | 0.35% | Add +1.4% | 17,255 | $1.3M |
| Merriman Wealth Management, LLC | 0.06% | Add +14.9% | 17,212 | $1.3M |
| Moloney Securities Asset Management, LLC | 0.19% | Add +2.1% | 17,100 | $1.3M |
| First PREMIER Bank | 0.35% | Add +4.5% | 17,063 | $1.3M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Reduce -19.9% | 17,061 | $1.3M |
| Narus Financial Partners, LLC | 0.53% | Add +13.9% | 17,026 | $1.3M |
| Marcum Wealth, LLC | 0.13% | Add +2.4% | 16,901 | $1.3M |
| Larson Financial Group LLC | 0.09% | Reduce -14.3% | 16,879 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +61.3% | 16,741 | $1.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +12.6% | 16,671 | $1.3M |
| Schwartz Investment Counsel Inc. | 0.05% | Reduce -5.7% | 16,500 | $1.3M |
| Rothschild Investment LLC | 0.09% | Add +0.1% | 16,426 | $1.3M |
| Maripau Wealth Management LLC | 0.86% | Reduce -6.2% | 16,349 | $1.3M |
| Ridgewood Investments LLC | 0.63% | Reduce -5.8% | 16,346 | $1.3M |
| Hardy Reed LLC | 0.13% | Reduce -11.8% | 16,286 | $1.2M |
| Burney Co./ | 0.05% | Add +4.0% | 16,258 | $1.2M |
| Quadrant Capital Group LLC | 0.09% | Reduce -85.8% | 16,190 | $1.2M |
| Regions Financial Corp. | 0.01% | Reduce -3.7% | 16,045 | $1.2M |
| Aveo Capital Partners, LLC | 0.14% | Add +8.2% | 15,856 | $1.2M |
| Lido Advisors, LLC | 0.01% | Reduce -25.3% | 15,587 | $1.2M |
| Southland Equity Partners LLC | 0.34% | Reduce -1.4% | 15,536 | $1.2M |
| Cooper Financial Group | 0.17% | Reduce -4.9% | 15,494 | $1.2M |
| Evensky & Katz LLC | 0.08% | Reduce -4.5% | 15,480 | $1.2M |
| Bessemer Group Inc. | 0.00% | No change | 15,450 | $1.2M |
| Allegiance Financial Group Advisory Services LLC | 0.45% | Reduce -1.8% | 15,405 | $1.2M |
| Insight Folios Inc | 0.48% | Reduce -4.8% | 15,284 | $1.2M |
| Capital Insight Partners, LLC | 0.22% | Reduce -8.9% | 15,223 | $1.2M |
| Keybank National Association | 0.00% | Reduce -1.3% | 15,131 | $1.2M |
| Red Wave Investments LLC | 0.43% | Reduce -4.3% | 15,037 | $1.2M |
| Cornerstone Wealth Management, LLC | 0.09% | Reduce -5.8% | 15,021 | $1.2M |
| Cumberland Partners Ltd | 0.08% | Reduce -0.7% | 14,955 | $1.1M |
| FSA Advisors, Inc. | 1.19% | Reduce -2.2% | 14,869 | $1.1M |
| Thompson Investment Management, Inc. | 0.18% | Reduce -10.4% | 14,814 | $1.1M |
| Andrews, Lucia Wealth Management LLC | 0.79% | No change | 14,772 | $1.1M |
| Elmwood Wealth Management, Inc. | 0.50% | Add +0.0% | 14,725 | $1.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.21% | Reduce -4.0% | 14,711 | $1.1M |
| Security Financial Services, INC. | 0.24% | Add +6.9% | 14,679 | $1.1M |
| Cahaba Wealth Management, Inc. | 0.10% | Add +7.3% | 14,612 | $1.1M |
| Summit Wealth Group, LLC | 0.34% | New | 14,603 | $1.1M |
| Prospera Financial Services Inc | 0.03% | Reduce -12.3% | 14,570 | $1.1M |
| Americana Partners, LLC | 0.09% | Reduce -0.1% | 14,541 | $1.1M |
| Schechter Investment Advisors, LLC | 0.08% | Reduce -4.9% | 14,463 | $1.1M |
| Global Financial Private Client, LLC | 0.46% | Reduce -1.1% | 14,438 | $1.1M |
| Lokken Investment Group LLC | 0.52% | Add +2.3% | 14,322 | $1.1M |
| Team Financial Group, LLC | 0.69% | Reduce -16.5% | 13,980 | $1.1M |
| Kathmere Capital Management, LLC | 0.11% | New | 13,850 | $1.1M |
| Essex Financial Services, Inc. | 0.08% | Add +3.3% | 13,582 | $1.1M |
| Chico Wealth RIA | 0.96% | Reduce -21.0% | 13,644 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Add +30.1% | 13,611 | $1.0M |
| Western Wealth Management, LLC | 0.08% | Add +0.0% | 13,527 | $1.0M |
| Twin Peaks Wealth Advisors, LLC | 0.52% | Add +32.0% | 13,503 | $1.0M |
| International Assets Investment Management, LLC | 0.10% | Add +40.6% | 13,284 | $1.0M |
| VERITY Wealth Advisors | 0.76% | Add +5.0% | 13,263 | $1.0M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -39.7% | 13,258 | $1.0M |
| Wealthstream Advisors, Inc. | 0.37% | Add +0.8% | 13,245 | $1.0M |
| Archer Investment Corp | 0.30% | Reduce -2.3% | 13,225 | $1.0M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +27.7% | 13,215 | $1.0M |
| Gradient Capital Advisors, LLC | 0.36% | Reduce -0.5% | 13,204 | $1.0M |
| Mogy Joel R Investment Counsel Inc. | 0.06% | No change | 13,200 | $1.0M |
| Joel Isaacson & Co., LLC | 0.05% | Reduce -8.8% | 13,200 | $1.0M |
| Cambridge Capital Management, LLC | 0.75% | Add +1.6% | 13,140 | $1.0M |
| Laird Norton Wetherby Wealth Management, LLC | 0.05% | New | 13,111 | $1.0M |
| FourThought Financial Partners, LLC | 0.13% | No change | 13,023 | $999K |
| Continuum Advisory, LLC | 0.14% | Add +2.1% | 12,980 | $996K |
| MBL Wealth, LLC | 0.11% | Reduce -47.3% | 12,935 | $992K |
| Arkadios Wealth Advisors | 0.07% | Reduce -85.4% | 12,661 | $971K |
| Madison Asset Management, LLC | 0.01% | Add +100.0% | 12,624 | $968K |
| Montag A & Associates Inc. | 0.05% | Reduce -0.4% | 12,555 | $963K |
| Moors & Cabot, Inc. | 0.05% | Reduce -0.8% | 12,543 | $962K |
| Dorsey & Whitney Trust CO LLC | 0.07% | Reduce -16.7% | 12,500 | $959K |
| First National Bank of Omaha | 0.06% | Reduce -8.6% | 12,397 | $951K |
| JNBA Financial Advisors | 0.10% | Reduce -83.0% | 12,386 | $950K |
| Merit Financial Group, LLC | 0.02% | Reduce -17.9% | 12,359 | $948K |
| Argent Trust Co | 0.04% | Reduce -12.2% | 12,346 | $947K |
| Trust Co. of Vermont | 0.05% | Add +2.4% | 12,317 | $945K |
| Wesbanco Bank Inc. | 0.04% | Reduce -33.0% | 12,283 | $942K |
| TCI Wealth Advisors, Inc. | 0.09% | Add +11.2% | 12,277 | $942K |
| Chapin Davis, Inc. | 0.32% | Reduce -1.6% | 12,229 | $938K |
| Powers Advisory Group, LLC | 0.51% | Reduce -0.5% | 12,177 | $934K |
| Roundview Capital LLC | 0.07% | Reduce -4.0% | 12,140 | $931K |
| Disciplined Investments, LLC | 0.49% | Add +1.3% | 12,057 | $925K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.4% | 12,012 | $921K |
| NBT Bank, N.A. | 0.07% | Add +5.0% | 11,955 | $917K |
| Aureus Asset Management, LLC | 0.06% | Reduce -0.9% | 11,867 | $910K |
| ABLE Financial Group, LLC | 0.33% | New | 11,864 | $910K |
| Simmons Bank | 0.07% | Reduce -6.3% | 11,795 | $905K |
| Private Wealth Group, LLC | 0.47% | No change | 11,730 | $900K |
| Transcendent Capital Group LLC | 0.52% | Add +7.1% | 11,724 | $899K |
| Edgestream Partners, L.P. | 0.04% | New | 11,706 | $898K |
| Kelly Financial Services LLC | 0.32% | Add +2.9% | 11,699 | $897K |
| Gladstone Institutional Advisory LLC | 0.05% | Add +3.5% | 11,592 | $889K |
| Private Management Group Inc. | 0.03% | Reduce -1.4% | 11,562 | $887K |
| Monument Group Wealth Advisors, LLC | 0.59% | Add +98.9% | 11,407 | $875K |
| Barrett & Company, Inc. | 0.40% | Reduce -0.2% | 11,381 | $873K |
| Independent Family Office, LLC | 0.50% | Reduce -13.4% | 11,347 | $869K |
| SeaCrest Wealth Management, LLC | 0.10% | Add +0.4% | 11,301 | $867K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -3.3% | 11,225 | $861K |
| Gridiron Partners, LLC | 0.55% | No change | 11,193 | $859K |
| Opus Capital Group, LLC | 0.12% | No change | 11,095 | $851K |
| United Bank | 0.10% | No change | 11,034 | $846K |
| Motco | 0.05% | Add +7.9% | 10,899 | $836K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -8.7% | 10,681 | $819K |
| SVB Wealth LLC | 0.02% | Reduce -67.5% | 10,589 | $812K |
| Red Cedar Investment Management, LLC | 0.11% | No change | 10,560 | $810K |
| Signaturefd, LLC | 0.02% | Reduce -6.1% | 10,531 | $808K |
| Cutler Investment Counsel LLC | 0.11% | Reduce -4.2% | 10,488 | $804K |
| Forthright Family Wealth Advisory LLC | 0.52% | Reduce -0.4% | 10,485 | $804K |
| Van Cleef Asset Management,Inc | 0.10% | Reduce -1.3% | 10,415 | $799K |
| Moneco Advisors, LLC | 0.12% | Reduce -2.4% | 10,276 | $788K |
| Alhambra Investment Management LLC | 0.43% | Reduce -1.3% | 10,272 | $788K |
| LifePlan Investment Advisors, Inc. | 0.57% | Add +20.7% | 10,250 | $786K |
| Biltmore Family Office, LLC | 0.14% | Reduce -57.9% | 10,187 | $781K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -3.3% | 10,154 | $779K |
| Fiera Capital Corp | 0.00% | Add +2.0% | 10,026 | $769K |
| SRH Advisors, LLC | 0.26% | Reduce -13.1% | 10,000 | $767K |
| Center For Asset Management LLC | 0.50% | Add +1.5% | 9,888 | $758K |
| Brand Asset Management Group, Inc. | 0.32% | Add +1.6% | 9,789 | $751K |
| New York Life Investment Management LLC | 0.01% | Reduce -85.2% | 9,727 | $746K |
| Invictus Private Wealth, LLC | 0.06% | Reduce -55.4% | 9,723 | $746K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -2.6% | 9,674 | $742K |
| ORG Partners LLC | 0.09% | New | 9,699 | $741K |
| Asset Management Group, Inc. | 0.11% | Add +0.6% | 9,657 | $741K |
| Financial & Tax Architects, LLC | 0.20% | No change | 9,646 | $740K |
| Financial Counselors Inc. | 0.01% | Add +45.3% | 9,586 | $735K |
| TrueWealth Advisors, LLC | 0.27% | Add +10.4% | 9,575 | $734K |
| Guidance Capital, Inc. | 0.24% | Reduce -10.6% | 9,362 | $727K |
| Wealthspire Retirement, LLC | 0.06% | Add +2.2% | 9,399 | $721K |
| Tiemann Investment Advisors, LLC | 0.32% | Reduce -12.1% | 9,310 | $714K |
| AdvisorNet Financial, Inc | 0.06% | Add +7.3% | 9,301 | $713K |
| Hall Kathryn A. | 0.16% | No change | 9,293 | $713K |
| Austin Wealth Management, LLC | 0.17% | Reduce -8.3% | 9,239 | $712K |
| Redwood Investment Management, LLC | 0.06% | Reduce -11.8% | 9,250 | $709K |
| Evoke Wealth, LLC | 1.04% | No change | 9,240 | $709K |
| American Capital Advisory, LLC | 0.50% | Reduce -40.5% | 9,076 | $699K |
| Legacy PCG, LLC | 0.44% | Reduce -3.9% | 9,110 | $699K |
| Loudon Investment Management, LLC | 0.41% | No change | 9,106 | $698K |
| Beacon Investment Advisory Services, Inc. | 0.03% | Add +3.4% | 9,063 | $695K |
| Fort Washington Investment Advisors Inc. | 0.00% | Add +5.3% | 8,940 | $686K |
| Evolution Wealth Advisors, LLC | 0.13% | Add +2.2% | 8,833 | $678K |
| Ritholtz Wealth Management | 0.02% | Reduce -7.3% | 8,826 | $677K |
| Brass Tax Wealth Management, Inc. | 0.13% | Reduce -12.1% | 8,737 | $670K |
| Texas Capital Bank Wealth Management Services Inc | 0.07% | No change | 8,674 | $665K |
| LBMC Investment Advisors, LLC | 0.06% | Reduce -11.4% | 8,657 | $664K |
| GYL Financial Synergies, LLC | 0.05% | Reduce -4.0% | 8,617 | $661K |
| FMR LLC | 0.00% | Add +39.8% | 8,565 | $657K |
| JT Stratford LLC | 0.12% | Add +12.1% | 8,553 | $656K |
| Maia Wealth LLC | 0.19% | — | 8,290 | $640K |
| Anchor Investment Management, LLC | 0.07% | Add +31.7% | 8,331 | $639K |
| Wealth Advisory Solutions, LLC | 0.17% | Reduce -1.1% | 8,326 | $639K |
| REAP Financial Group, LLC | 0.17% | Add +158.2% | 8,326 | $639K |
| Cumberland Advisors Inc. | 0.26% | Reduce -27.6% | 8,265 | $634K |
| Two West Capital Advisors LLC | 0.60% | — | 8,224 | $631K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +2.1% | 8,215 | $630K |
| Alamar Capital Management, LLC | 0.38% | — | 8,125 | $623K |
| Guyasuta Investment Advisors Inc. | 0.05% | No change | 8,030 | $618K |
| Whittier Trust Co. of Nevada Inc. | 0.02% | Reduce -23.3% | 8,049 | $617K |
| Canvas Wealth Advisors, LLC | 0.19% | Reduce -1.0% | 7,881 | $610K |
| HCR Wealth Advisors | 0.09% | Reduce -3.0% | 7,940 | $609K |
| American Institute for Advanced Investment Management, LLP | 0.47% | Add +3.4% | 7,933 | $608K |
| Advisory Alpha, LLC | 0.02% | Reduce -62.8% | 7,927 | $608K |
| Franklin Resources Inc. | 0.00% | Reduce -38.2% | 7,896 | $606K |
| Assetmark, Inc. | 0.00% | Reduce -8.0% | 7,844 | $602K |
| Absolute Capital Management, LLC | 0.36% | Add +48.5% | 7,841 | $601K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -86.7% | 7,836 | $601K |
| Brown, Lisle/Cummings, Inc. | 0.20% | No change | 7,803 | $598K |
| Beacon Financial Advisory LLC | 0.22% | Add +17.2% | 7,274 | $597K |
| Long Run Wealth Advisors, LLC | 0.15% | No change | 7,750 | $594K |
| FDx Advisors, Inc. | 0.16% | Reduce -2.0% | 7,692 | $590K |
| Veery Capital, LLC | 0.24% | Reduce -15.9% | 7,650 | $587K |
| Rothschild Wealth LLC | 0.19% | Add +4.8% | 7,586 | $582K |
| Madden Advisory Services, Inc. | 0.29% | Reduce -5.7% | 7,562 | $580K |
| LaFleur & Godfrey LLC | 0.08% | Add +80.0% | 7,528 | $577K |
| Davidson Trust Co. | 0.40% | Add +0.0% | 7,524 | $577K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 7,521 | $577K |
| Chatham Capital Group, Inc. | 0.10% | No change | 7,459 | $572K |
| Argus Investors' Counsel, Inc. | 0.35% | No change | 7,443 | $571K |
| Pointe Capital Management LLC | 0.35% | Reduce -7.1% | 7,370 | $565K |
| Life Planning Partners, Inc | 0.51% | Reduce -3.0% | 7,358 | $564K |
| Waverly Advisors, LLC | 0.01% | Add +35.3% | 7,305 | $560K |
| PFG Investments, LLC | 0.04% | Reduce -89.6% | 7,270 | $558K |
| Ausdal Financial Partners, Inc. | 0.06% | New | 7,222 | $554K |
| Stockman Wealth Management, Inc. | 0.10% | Add +3.9% | 7,206 | $553K |
| Merkkuri Wealth Advisors LLC | 0.51% | — | 7,200 | $552K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.22% | Reduce -1.4% | 7,123 | $552K |
| Ruedi Wealth Management, Inc. | 0.21% | Add +0.2% | 7,093 | $544K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.2% | 7,088 | $544K |
| Total Wealth Planning, LLC | 0.09% | Add +0.1% | 7,013 | $542K |
| My Personal CFO, LLC | 0.29% | Reduce -26.2% | 7,037 | $540K |
| ARK & TLK Investments, LLC | 0.20% | Reduce -2.9% | 7,017 | $538K |
| Mainsail Asset Management, LLC | 0.43% | Add +0.6% | 6,995 | $537K |
| Realta Investment Advisors | 0.10% | Reduce -0.8% | 6,988 | $536K |
| Centaurus Financial, Inc. | 0.04% | Reduce -27.3% | 6,958 | $534K |
| Eagle Strategies LLC | 0.10% | Reduce -68.0% | 6,941 | $532K |
| Mitchell McLeod Pugh & Williams Inc. | 0.12% | Add +37.6% | 6,930 | $531K |
| McCarthy Asset Management, Inc. | 0.31% | Add +1.8% | 6,888 | $528K |
| Clearstead Advisors, LLC | 0.01% | Add +282.0% | 6,884 | $528K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +2.9% | 6,849 | $525K |
| Tobias Financial Advisors, Inc. | 0.11% | Reduce -18.1% | 6,835 | $524K |
| Breakwater Investment Management | 0.23% | Add +4.3% | 6,825 | $523K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -6.8% | 6,817 | $523K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.6% | 6,771 | $519K |
| Squire Investment Management Company, LLC | 0.29% | Reduce -44.4% | 6,705 | $514K |
| Kraft, Davis & Associates, LLC | 0.15% | Reduce -6.3% | 6,605 | $511K |
| Carmichael Hill & Associates, Inc. | 0.21% | Add +2.3% | 6,652 | $510K |
| Compass Wealth Management LLC | 0.13% | Add +4.8% | 6,605 | $507K |
| Washington Trust Bank | 0.05% | Reduce -55.1% | 6,581 | $505K |
| FAS Wealth Partners, Inc. | 0.04% | Add +0.8% | 6,559 | $503K |
| Camden National Bank | 0.08% | Add +7.7% | 6,537 | $501K |
| Baron Financial Group, LLC | 0.32% | Reduce -3.4% | 6,478 | $497K |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 0.21% | Reduce -2.1% | 6,470 | $496K |
| Peninsula Wealth, LLC | 0.09% | Reduce -43.7% | 6,370 | $492K |
| Inspirion Wealth Advisors, LLC | 0.07% | No change | 6,389 | $490K |
| Jacobi Capital Management LLC | 0.04% | Reduce -4.5% | 6,371 | $489K |
| Washington Trust Advisors, Inc. | 0.04% | Reduce -7.0% | 6,368 | $488K |
| NorthStar Asset Management LLC | 0.34% | Add +0.8% | 6,317 | $484K |
| Cardiff Park Advisors, LLC | 0.05% | Add +2.7% | 6,297 | $483K |
| Strategic Blueprint, LLC | 0.03% | Reduce -13.2% | 6,277 | $481K |
| A. D. Beadell Investment Counsel, Inc. | 0.40% | Reduce -0.1% | 6,274 | $481K |
| Vaughan Nelson Investment Management, L.P. | 0.00% | No change | 6,230 | $478K |
| Meridian Investment Counsel Inc. | 0.15% | No change | 6,205 | $476K |
| Oak Hill Wealth Advisors, LLC | 0.14% | — | 6,203 | $476K |
| Dakota Wealth Management | 0.01% | No change | 6,177 | $474K |
| SAM Advisors, LLC | 0.17% | Add +13.1% | 6,171 | $473K |
| American Money Management, LLC | 0.10% | Reduce -6.1% | 6,163 | $473K |
| Brookmont Capital Management | 0.26% | Add +124.6% | 6,162 | $473K |
| Pinnacle Associates Ltd. | 0.01% | New | 6,128 | $470K |
| Palisades Hudson Asset Management, L.P. | 0.22% | Add +0.6% | 6,113 | $469K |
| Webster Bank, N. A. | 0.05% | Reduce -1.9% | 6,113 | $469K |
| Ballentine Capital Advisors, Inc | 0.25% | Reduce -10.0% | 6,097 | $468K |
| Brighton Jones LLC | 0.01% | Reduce -32.8% | 5,937 | $455K |
| Essex LLC | 0.10% | Reduce -0.9% | 5,910 | $453K |
| Delta Financial Advisors LLC | 0.17% | Add +0.2% | 5,884 | $451K |
| United Advisor Group, LLC | 0.14% | Add +11.5% | 5,871 | $450K |
| Rock Point Advisors, LLC | 0.13% | No change | 5,865 | $450K |
| Hanson & Doremus Investment Management | 0.08% | Reduce -28.8% | 5,849 | $449K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -6.3% | 5,853 | $449K |
| Davis R M Inc. | 0.01% | Add +24.5% | 5,850 | $449K |
| Godshalk Welsh Capital Management, Inc. | 0.30% | Reduce -10.4% | 5,843 | $448K |
| Visionary Wealth Advisors | 0.03% | Add +1.8% | 5,820 | $446K |
| Shayne & Jacobs, LLC | 0.12% | No change | 5,775 | $443K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -12.8% | 5,756 | $441K |
| First Manhattan Co. Llc. | 0.00% | Reduce -18.3% | 5,709 | $438K |
| DB Fitzpatrick & Co, Inc | 0.40% | Reduce -18.4% | 5,635 | $432K |
| Seizert Capital Partners, LLC | 0.02% | Reduce -65.2% | 5,634 | $432K |
| Trilogy Capital Inc. | 0.02% | Reduce -21.4% | 5,633 | $432K |
| Hiley Hunt Wealth Management | 0.27% | Add +1.3% | 5,628 | $432K |
| German American Bancorp, Inc. | 0.05% | No change | 5,623 | $431K |
| Retirement Planning Group, LLC | 0.03% | No change | 5,574 | $428K |
| Pine Valley Investments Ltd Liability Co | 0.03% | Add +31.3% | 5,563 | $427K |
| Intergy Private Wealth, LLC | 0.17% | Reduce -29.9% | 5,526 | $424K |
| Glass Jacobson Investment Advisors llc | 0.15% | Add +0.1% | 5,437 | $417K |
| Jackson Thornton Wealth Management, LLC | 0.06% | Reduce -18.4% | 5,368 | $412K |
| Topel & Distasi Wealth Management, LLC | 0.18% | No change | 5,332 | $409K |
| Root Financial Partners, LLC | 0.09% | New | 5,264 | $404K |
| Tortoise Investment Management, LLC | 0.05% | Add +1.8% | 5,259 | $403K |
| WealthPLAN Partners, LLC | 0.04% | Add +45.3% | 5,248 | $403K |
| Independent Advisor Alliance | 0.01% | Add +0.8% | 5,242 | $402K |
| Nabity-Jensen Investment Management Inc | 0.33% | Reduce -75.1% | 5,240 | $402K |
| Opinicus Capital, Inc. | 0.34% | Reduce -3.6% | 5,235 | $402K |
| Colonial River Investments, LLC | 0.22% | Reduce -2.4% | 5,233 | $401K |
| Axxcess Wealth Management, LLC | 0.01% | Add +43.2% | 5,233 | $401K |
| Milestone Investment Advisors LLC | 0.11% | Reduce -6.6% | 5,227 | $401K |
| Shore Point Advisors, LLC | 0.23% | Add +2.6% | 5,205 | $399K |
| Todd Asset Management LLC | 0.01% | No change | 5,192 | $398K |
| Signify Wealth | 0.56% | Reduce -23.1% | 5,097 | $391K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.04% | New | 5,083 | $390K |
| Litman Gregory Wealth Management LLC | 0.03% | Reduce -0.2% | 5,055 | $388K |
| J. W. Coons Advisors, LLC | 0.07% | No change | 5,030 | $386K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 5,020 | $385K |
| Cornerstone Planning Group LLC | 0.11% | Reduce -18.1% | 4,908 | $383K |
| Facet Wealth, Inc. | 0.01% | New | 4,876 | $378K |
| Hilltop Holdings Inc. | 0.04% | Add +20.8% | 4,892 | $375K |
| Private Trust Co. NA | 0.04% | No change | 4,861 | $373K |
| Quantum Private Wealth, LLC | 0.13% | New | 4,847 | $372K |
| Berger Financial Group, Inc | 0.03% | Reduce -2.5% | 4,764 | $365K |
| S.A. Mason LLC | 0.20% | Reduce -0.4% | 4,685 | $359K |
| Level Four Advisory Services, LLC | 0.02% | Add +11.9% | 4,608 | $353K |
| Perennial Investment Advisors, LLC | 0.05% | Add +0.0% | 4,565 | $350K |
| Acorn Financial Advisory Services Inc. | 0.07% | Add +7.6% | 4,545 | $349K |
| Penobscot Investment Management Company, Inc. | 0.03% | Add +2.4% | 4,528 | $347K |
| Steel Grove Capital Advisors, LLC | 0.05% | Reduce -4.8% | 4,521 | $347K |
| Vantage Financial Partners, LLC | 0.09% | Add +0.9% | 4,490 | $344K |
| McIlrath & Eck, LLC | 0.05% | Reduce -18.4% | 4,490 | $344K |
| Penney Financial, LLC | 0.25% | Reduce -9.6% | 4,485 | $344K |
| Element Pointe Advisors, LLC | 0.09% | No change | 4,441 | $341K |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.07% | No change | 4,430 | $340K |
| Linscomb Wealth, Inc. | 0.02% | Reduce -22.2% | 4,420 | $339K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,419 | $339K |
| TBH Global Asset Management, LLC | 0.08% | Add +3.0% | 4,418 | $339K |
| Beese Fulmer Investment Management, Inc. | 0.03% | Reduce -0.2% | 4,400 | $337K |
| Raleigh Capital Management Inc. | 0.14% | Reduce -0.5% | 4,395 | $337K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 4,383 | $336K |
| Liberty Wealth Management LLC | 0.06% | Reduce -2.7% | 4,362 | $335K |
| Nicholas Hoffman & Company, LLC. | 0.02% | New | 4,365 | $335K |
| Mayport, LLC | 0.12% | No change | 4,360 | $334K |
| Leelyn Smith, LLC | 0.06% | Add +6.7% | 4,344 | $333K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -7.5% | 4,316 | $332K |
| Keb Asset Management, LLC | 0.11% | Reduce -0.5% | 4,313 | $331K |
| Pinnacle Bancorp, Inc. | 0.10% | Reduce -0.0% | 4,295 | $329K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -14.3% | 4,275 | $328K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -46.6% | 4,224 | $324K |
| HBW Advisory Services LLC | 0.05% | Reduce -23.0% | 4,217 | $323K |
| Park National Corp. | 0.01% | Add +29.6% | 4,185 | $321K |
| Northwest Bancshares, Inc. | 0.05% | No change | 4,176 | $320K |
| Rather & Kittrell, Inc. | 0.09% | No change | 4,154 | $319K |
| Hanover Advisors Inc. | 0.14% | Reduce -3.7% | 4,145 | $318K |
| Main Line Retirement Advisors, LLC | 0.24% | Add +0.6% | 4,140 | $318K |
| Diversified, LLC | 0.04% | New | 4,112 | $315K |
| High Net Worth Advisory Group LLC | 0.10% | No change | 4,110 | $315K |
| Lockerman Financial Group, Inc. | 0.57% | Reduce -1.5% | 4,093 | $314K |
| Smith & Howard Wealth Management, LLC | 0.09% | Reduce -23.3% | 4,079 | $313K |
| Moseley Investment Management Inc. | 0.14% | Reduce -3.1% | 4,063 | $312K |
| Jackson Hole Capital Partners, LLC | 0.07% | No change | 4,059 | $311K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 4,031 | $309K |
| Maiden Cove Capital, LLC | 0.67% | — | 4,042 | $308K |
| Cornerstone Advisors Asset Management, LLC | 0.09% | Reduce -39.9% | 4,021 | $308K |
| Hall Laurie J Trustee | 0.11% | No change | 4,000 | $307K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +1.7% | 3,982 | $305K |
| Icon Wealth Advisors, LLC | 0.03% | Add +0.3% | 3,930 | $305K |
| CW Advisors, LLC | 0.00% | Add +35.8% | 3,958 | $304K |
| Stephens Consulting, LLC | 0.09% | Add +297.7% | 3,953 | $303K |
| Fisher Asset Management | 0.00% | Reduce -21.8% | 3,914 | $300K |
| Vestia Personal Wealth Advisors | 0.32% | — | 3,913 | $300K |
| Mather Group, Llc. | 0.00% | Reduce -16.1% | 3,886 | $298K |
| Dravo Bay LLC | 0.16% | No change | 3,845 | $295K |
| Lakewood Asset Management LLC | 0.21% | Add +19.4% | 3,838 | $294K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 3,835 | $294K |
| Apeiron RIA LLC | 0.09% | Reduce -20.2% | 3,833 | $294K |
| Holderness Investments Co. | 0.07% | No change | 3,785 | $290K |
| FLC Capital Advisors | 0.07% | Reduce -5.4% | 3,766 | $289K |
| BIP Wealth, LLC | 0.02% | Reduce -12.1% | 3,735 | $286K |
| Legacy Advisory Services, LLC | 0.26% | Add +0.8% | 3,732 | $286K |
| Kingfisher Capital LLC | 0.07% | New | 3,686 | $283K |
| Howard Capital Management Group, LLC | 0.02% | No change | 3,671 | $282K |
| Householder Group Estate & Retirement Specialist, LLC | 0.08% | Reduce -32.7% | 3,616 | $277K |
| Argonautica Private Wealth Management, Inc. | 0.09% | Add +3.8% | 3,609 | $277K |
| B & T Capital Management DBA Alpha Capital Management | 0.05% | No change | 3,604 | $276K |
| Kades & Cheifetz LLC | 0.17% | New | 3,602 | $276K |
| Security National Bank | 0.04% | No change | 3,602 | $276K |
| EnRich Financial Partners LLC | 0.10% | Add +20.6% | 3,595 | $276K |
| ICA Group Wealth Management, LLC | 0.16% | Reduce -79.2% | 3,558 | $273K |
| V2 Financial group LLC | 0.18% | New | 3,525 | $273K |
| Verus Financial Partners, Inc. | 0.03% | Reduce -22.4% | 3,555 | $273K |
| Twin City Private Wealth, LLC | 0.26% | Reduce -2.6% | 3,550 | $272K |
| Sterling Investment Advisors, Ltd. | 0.07% | No change | 3,539 | $271K |
| StoneX Group Inc. | 0.02% | New | 3,534 | $271K |
| Verde Capital Management | 0.09% | Reduce -4.1% | 3,511 | $269K |
| Intellectus Partners, LLC | 0.07% | Reduce -12.5% | 3,500 | $268K |
| Steele Capital Management, Inc. | 0.01% | No change | 3,484 | $267K |
| National Wealth Management Group, LLC | 0.20% | Reduce -0.6% | 3,479 | $267K |
| Coordinated Financial Services, Inc. | 0.23% | Add +0.2% | 3,467 | $266K |
| Johnson Financial Group, Inc. | 0.01% | Reduce -15.9% | 3,454 | $265K |
| Accurate Wealth Management, LLC | 0.06% | New | 3,420 | $264K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 3,397 | $261K |
| Crabel Capital Management, LLC | 0.32% | Reduce -87.9% | 3,393 | $260K |
| BCM Advisors, LLC | 0.06% | New | 3,350 | $260K |
| Dearborn Partners LLC | 0.01% | No change | 3,388 | $260K |
| Vance Wealth, LLC | 0.11% | Add +2.9% | 3,385 | $260K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -25.7% | 3,381 | $259K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -18.4% | 3,379 | $259K |
| Chandler Asset Management, Inc. | 0.05% | Reduce -17.6% | 3,375 | $259K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -15.3% | 3,352 | $257K |
| Sloy Dahl & Holst, LLC | 0.05% | No change | 3,341 | $256K |
| Rwa Wealth Partners, LLC | 0.00% | New | 3,337 | $256K |
| Greenup Street Wealth Management LLC | 0.06% | Reduce -0.0% | 3,329 | $255K |
| Running Point Capital Advisors, LLC | 0.11% | Add +20.5% | 3,322 | $255K |
| Sterling Wealth Management, Inc. | 0.12% | Add +0.1% | 3,289 | $252K |
| LJI Wealth Management, LLC | 0.06% | Reduce -5.3% | 3,275 | $251K |
| Busey Bank | 0.01% | No change | 3,273 | $251K |
| Blue Chip Partners, LLC | 0.02% | Add +0.8% | 3,260 | $250K |
| RiverGlades Family Offices LLC | 0.19% | Add +4.8% | 3,255 | $250K |
| JFS Wealth Advisors, LLC | 0.02% | Add +0.0% | 3,239 | $248K |
| Cascade Investment Advisors, Inc. | 0.17% | Reduce -4.4% | 3,232 | $248K |
| Sebold Capital Management, Inc. | 0.17% | New | 3,222 | $247K |
| Howe & Rusling Inc. | 0.02% | No change | 3,220 | $247K |
| Blankinship & Foster, LLC | 0.06% | New | 3,220 | $247K |
| Delta Investment Management, LLC | 0.05% | Reduce -9.7% | 3,216 | $247K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -65.9% | 3,199 | $245K |
| Burton Enright Welch | 0.06% | Add +0.4% | 3,184 | $244K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | Add +37.7% | 3,176 | $244K |
| Epic Trust Investment Advisors, LLC | 0.27% | Reduce -1.7% | 3,169 | $243K |
| L.M. Kohn & Company | 0.07% | Reduce -44.6% | 3,168 | $243K |
| Asset Allocation & Management Company, LLC | 0.16% | No change | 3,142 | $241K |
| S. R. Schill & Associates | 0.11% | No change | 3,141 | $241K |
| Orion Capital Management LLC | 0.13% | Add +5.0% | 3,124 | $240K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -4.5% | 3,109 | $238K |
| Brendel Financial Advisors LLC | 0.15% | New | 3,077 | $236K |
| Boston Financial Mangement LLC | 0.01% | Reduce -3.1% | 3,077 | $236K |
| Windsor Capital Management, LLC | 0.07% | Reduce -11.6% | 3,050 | $234K |
| NDVR, Inc. | 0.24% | New | 3,041 | $233K |
| Obsidian Personal Planning Solutions LLC | 0.14% | Reduce -13.1% | 3,037 | $233K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 3,034 | $233K |
| Meritas Wealth Management, LLC | 0.16% | No change | 3,008 | $231K |
| Dopkins Wealth Management, LLC | 0.14% | Add +0.1% | 3,007 | $231K |
| Bramshill Investments, LLC | 0.03% | No change | 3,000 | $230K |
| Easterly Investment Partners LLC | 0.02% | No change | 3,000 | $230K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -17.6% | 2,999 | $230K |
| Latitude Advisors, LLC | 0.14% | New | 2,998 | $230K |
| Tenon Financial LLC | 0.18% | Reduce -3.7% | 2,977 | $228K |
| Northstar Advisory Group, LLC | 0.13% | No change | 2,973 | $228K |
| Aprio Wealth Management, LLC | 0.04% | No change | 2,967 | $228K |
| FARMERS & MERCHANTS TRUST Co OF LONG BEACH | 0.06% | Reduce -11.2% | 2,959 | $227K |
| Belpointe Asset Management LLC | 0.02% | Reduce -2.1% | 2,958 | $227K |
| Baskin Financial Services Inc. | 0.02% | No change | 2,945 | $226K |
| Accel Wealth Management | 0.09% | Reduce -3.1% | 2,943 | $226K |
| AEGON USA Investment Management, LLC | 0.23% | No change | 2,924 | $224K |
| Keynote Financial Services LLC | 0.19% | Reduce -1.7% | 2,925 | $224K |
| NCM Capital Management, LLC | 0.12% | No change | 2,918 | $224K |
| Silver Oak Securities, Incorporated | 0.03% | Add +1.4% | 2,889 | $222K |
| Equita Financial Network, Inc. | 0.09% | New | 2,865 | $220K |
| Canandaigua National Bank & Trust Co. | 0.02% | New | 2,858 | $219K |
| Annapolis Financial Services, LLC | 0.07% | Reduce -46.8% | 2,846 | $218K |
| E&G Advisors, LLC | 0.06% | No change | 2,820 | $216K |
| Colonial Trust Co / SC | 0.04% | Add +0.3% | 2,817 | $216K |
| Three Bridge Wealth Advisors, LLC | 0.09% | Add +0.8% | 2,805 | $215K |
| JPL Wealth Management, LLC | 0.10% | Reduce -16.2% | 2,795 | $214K |
| Essex Bank | 0.06% | Reduce -5.3% | 2,795 | $214K |
| Fiduciary Financial Group, LLC | 0.05% | — | 2,766 | $214K |
| Olde Wealth Management, LLC | 0.08% | New | 2,728 | $209K |
| Girard Partners LTD. | 0.02% | Reduce -2.5% | 2,709 | $208K |
| McNamara Financial Services, Inc. | 0.04% | New | 2,675 | $205K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,655 | $204K |
| Lansing Street Advisors | 0.08% | Reduce -5.6% | 2,644 | $203K |
| World Equity Group, Inc. | 0.06% | Reduce -49.9% | 2,632 | $202K |
| Spinnaker Trust | 0.01% | Reduce -17.3% | 2,630 | $202K |
| Emergent Wealth Advisors, LLC | 0.16% | Add +0.5% | 2,623 | $201K |
| Clear Point Advisors Inc. | 0.16% | Add +0.8% | 2,536 | $194K |
| Red Tortoise LLC | 0.10% | Add +0.7% | 2,481 | $190K |
| Signature Resources Capital Management, LLC | 0.16% | Reduce -18.7% | 2,471 | $190K |
| Lummis Asset Management, LP | 0.25% | No change | 2,460 | $189K |
| Richard W. Paul & Associates, LLC | 0.07% | Add +7.6% | 2,410 | $185K |
| Sugarloaf Wealth Management, LLC | 0.03% | Add +23.6% | 2,371 | $182K |
| Richardson Financial Services Inc. | 0.13% | Add +21.4% | 2,364 | $181K |
| Benjamin Edwards Inc. | 0.03% | Add +3.5% | 2,324 | $178K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +228.6% | 2,297 | $176K |
| Kimelman & Baird, LLC | 0.01% | — | 2,250 | $173K |
| Beacon Capital Management, LLC | 0.03% | Reduce -2.4% | 2,189 | $168K |
| Coppell Advisory Solutions LLC | 0.03% | — | 2,177 | $167K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -22.3% | 2,099 | $161K |
| Crewe Advisors LLC | 0.02% | Add +47.1% | 2,045 | $157K |
| Sunbelt Securities, Inc. | 0.02% | Add +2.1% | 2,005 | $154K |
| Balentine LLC | 0.01% | Reduce -9.7% | 1,917 | $147K |
| Guardian Wealth Management, Inc. | 0.11% | Add +5.8% | 1,837 | $141K |
| VitalStone Financial, LLC | 0.10% | Reduce -43.3% | 1,814 | $139K |
| Pacific Center for Financial Services | 0.04% | Reduce -8.0% | 1,793 | $138K |
| Private Capital Management LLC | 0.03% | Reduce -6.3% | 1,710 | $131K |
| CVA Family Office, LLC | 0.02% | Add +25.7% | 1,656 | $127K |
| Janiczek Wealth Management, LLC | 0.03% | No change | 1,642 | $126K |
| Flputnam Investment Management Co. | 0.00% | Reduce -49.5% | 1,638 | $126K |
| Community Bank, N.A. | 0.02% | No change | 1,615 | $124K |
| Operose Advisors LLC | 0.04% | Reduce -0.8% | 1,611 | $124K |
| BOK Financial Private Wealth, Inc. | 0.01% | Reduce -53.5% | 1,594 | $122K |
| Robinson Value Management, Ltd. | 0.08% | Reduce -14.4% | 1,577 | $121K |
| Caitlin John, LLC | 0.09% | Add +47.9% | 1,544 | $118K |
| Ritter Daniher Financial Advisory LLC / DE | 0.04% | No change | 1,530 | $117K |
| MidAtlantic Capital Management, Inc. | 0.10% | No change | 1,506 | $116K |
| Tower View Wealth Management LLC | 0.06% | Add +485.8% | 1,447 | $111K |
| DecisionPoint Financial, LLC | 0.04% | No change | 1,417 | $110K |
| Keener Financial Planning LLC | 0.07% | Reduce -11.1% | 1,324 | $101K |
| Pacifica Partners Inc. | 0.04% | New | 1,292 | $99K |
| Front Row Advisors LLC | 0.03% | Reduce -14.8% | 1,286 | $99K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +4.0% | 1,217 | $93K |
| Opal Wealth Advisors, LLC | 0.03% | Reduce -1.1% | 1,206 | $93K |
| Birchbrook, Inc. | 0.05% | Reduce -3.8% | 1,193 | $92K |
| Maryland Capital Advisors Inc. | 0.05% | No change | 1,189 | $91K |
| Clean Yield Group | 0.03% | Reduce -35.7% | 1,189 | $91K |
| WealthShield Partners, LLC | 0.01% | Add +355.3% | 1,152 | $88K |
| NFSG Corp | 0.03% | Reduce -6.1% | 1,149 | $88K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -6.2% | 1,145 | $88K |
| Center for Financial Planning, Inc. | 0.01% | No change | 1,140 | $87K |
| NorthRock Partners, LLC | 0.00% | Reduce -56.6% | 1,129 | $87K |
| Centerpoint Advisors, LLC | 0.03% | New | 1,108 | $85K |
| Clear Investment Research, LLC | 0.11% | No change | 1,107 | $85K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 1,100 | $84K |
| Lynx Investment Advisory | 0.06% | — | 1,072 | $82K |
| Cape Investment Advisory, Inc. | 0.04% | Reduce -4.9% | 1,034 | $79K |
| Investment Research & Advisory Group, Inc. | 0.03% | No change | 991 | $76K |
| Roble, Belko & Company, Inc | 0.01% | No change | 993 | $76K |
| WealthCollab, LLC | 0.05% | No change | 968 | $74K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 951 | $73K |
| Bogart Wealth, LLC | 0.00% | Add +9.2% | 934 | $72K |
| First Financial Corp. | 0.04% | No change | 928 | $71K |
| Wit, LLC | 2.13% | Reduce -17.5% | 922 | $71K |
| Asset Dedication, LLC | 0.00% | No change | 913 | $70K |
| First Personal Financial Services | 0.01% | No change | 865 | $66K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +122.3% | 838 | $64K |
| Bank of New Hampshire | 0.02% | No change | 765 | $59K |
| Horrell Capital Management, Inc. | 0.02% | No change | 735 | $56K |
| Cassady Schiller Wealth Management, LLC | 0.02% | Add +95.2% | 728 | $56K |
| Triad Wealth Partners, LLC | 0.03% | New | 724 | $56K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 707 | $54K |
| FinTrust Capital Advisors, LLC | 0.01% | Reduce -13.9% | 657 | $50K |
| Princeton Global Asset Management LLC | 0.01% | No change | 650 | $50K |
| Bray Capital Advisors | 0.01% | No change | 625 | $48K |
| Peoples Financial Services Corp. | 0.02% | No change | 625 | $48K |
| West Paces Advisors Inc. | 0.01% | No change | 611 | $47K |
| Arcadia Investment Management Corp. | 0.01% | Reduce -94.8% | 592 | $45K |
| American National Bank & Trust | 0.01% | No change | 549 | $42K |
| North Star Investment Management Corp. | 0.00% | No change | 538 | $41K |
| Godsey & Gibb, Inc. | 0.00% | New | 518 | $40K |
| Tucker Asset Management LLC | 0.01% | Reduce -10.0% | 504 | $39K |
| MCF Advisors LLC | 0.00% | No change | 500 | $38K |
| Fairman Group, LLC | 0.04% | No change | 493 | $38K |
| Financial Perspectives, Inc | 0.01% | No change | 492 | $38K |
| Sandy Spring Bank | 0.00% | Add +13.0% | 469 | $36K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 468 | $36K |
| Castleview Partners, LLC | 0.02% | Reduce -69.0% | 457 | $35K |
| Hexagon Capital Partners LLC | 0.01% | No change | 439 | $34K |
| Investors Research Corp | 0.01% | Reduce -29.6% | 424 | $33K |
| Clearstead Trust, LLC | 0.01% | Reduce -54.4% | 393 | $30K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 390 | $30K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 388 | $30K |
| Cedar Wealth Management, LLC | 0.01% | Add +371.1% | 358 | $27K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 356 | $27K |
| Versant Capital Management, Inc | 0.01% | Reduce -57.0% | 354 | $27K |
| Register Financial Advisors LLC | 0.01% | Reduce -6.6% | 327 | $25K |
| Y.D. More Investments Ltd | 0.00% | No change | 288 | $22K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 287 | $22K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 267 | $20K |
| Addison Advisors LLC | 0.01% | No change | 250 | $19K |
| WR Wealth Planners, LLC | 0.01% | No change | 243 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -98.4% | 236 | $18K |
| Tyler-Stone Wealth Management | 0.01% | Add +4.8% | 220 | $17K |
| Adirondack Trust Co. | 0.01% | No change | 207 | $16K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -2.8% | 205 | $16K |
| Vermillion & White Wealth Management Group, LLC | 0.01% | Add +2044.4% | 193 | $15K |
| WFA of San Diego, LLC | 0.01% | — | 190 | $15K |
| Sachetta, LLC | 0.01% | Add +24.8% | 186 | $14K |
| Family Firm, Inc. | 0.00% | New | 187 | $14K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 184 | $14K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 171 | $13K |
| Sanctuary Wealth Management, L.L.C. | 0.01% | No change | 171 | $13K |
| Painted Porch Advisors LLC | 0.01% | New | 170 | $13K |
| Sound Income Strategies, LLC | 0.00% | Reduce -35.5% | 167 | $13K |
| Tsfg, LLC | 0.00% | Reduce -17.5% | 151 | $12K |
| First Pacific Financial | 0.00% | Reduce -12.1% | 138 | $11K |
| Key Financial Inc | 0.00% | Reduce -35.8% | 138 | $11K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 135 | $10K |
| Strategic Investment Solutions, Inc. | 0.00% | — | 125 | $10K |
| Westside Investment Management, Inc. | 0.00% | No change | 130 | $10K |
| Chesapeake Asset Management LLC | 0.01% | No change | 128 | $10K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -75.5% | 122 | $9K |
| Peachtree Investment Partners, LLC | 0.00% | Add +3.5% | 118 | $9K |
| Hobbs Group Advisors, LLC | 0.00% | — | 107 | $8K |
| Wolff Wiese Magana LLC | 0.01% | No change | 103 | $8K |
| Elevation Wealth Partners, LLC | 0.00% | Reduce -65.4% | 100 | $8K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 96 | $7K |
| NewSquare Capital LLC | 0.00% | No change | 96 | $7K |
| Oakworth Capital, Inc. | 0.00% | Reduce -85.1% | 79 | $6K |
| Coston, McIsaac & Partners | 0.00% | Add +1.1% | 90 | $6K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -71.8% | 76 | $6K |
| Concord Wealth Partners | 0.00% | Add +7.1% | 75 | $6K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 70 | $5K |
| Strategic Financial Concepts, LLC | 0.00% | New | 253,717 | $5K |
| Private Ocean, LLC | 0.00% | New | 64 | $5K |
| Legacy Bridge, LLC | 0.00% | No change | 50 | $4K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | Add +4.8% | 44 | $3K |
| Eukles Asset Management | 0.00% | No change | 37 | $3K |
| Venturi Wealth Management, LLC | 0.00% | No change | 30 | $2K |
| Creative Financial Designs Inc. | 0.00% | No change | 26 | $2K |
| Gradient Investments LLC | 0.00% | No change | 24 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | New | 22 | $2K |
| Marquette Asset Management, LLC | 0.00% | Reduce -93.9% | 17 | $1K |
| 4Thought Financial Group Inc. | 0.00% | Add +30.8% | 17 | $1K |
| Davis Capital Management | 0.00% | No change | 15 | $1K |
| Balefire, LLC | 0.00% | Reduce -94.2% | 13 | $997 |
| SWAN Capital LLC | 0.00% | New | 11 | $807 |
| Atticus Wealth Management, LLC | 0.00% | Reduce -88.3% | 9 | $691 |
| Pineridge Advisors LLC | 0.00% | Reduce -97.0% | 9 | $690 |
| Institutional & Family Asset Management, LLC | 0.00% | Reduce -78.4% | 8 | $607 |
| Jamison Private Wealth Management, Inc. | 0.00% | Add +16.7% | 7 | $537 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -97.8% | 76 | $260 |
| Spotlight Asset Group, Inc. | 0.00% | No change | 3 | $230 |
| Gables Capital Management Inc. | 0.00% | No change | 1 | $77 |
| Hoey Investments, Inc. | 0.00% | No change | 1 | $48 |
| Financial Connections Group, Inc. | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is BSV's weight in each manager's 13F, not the share of Vanguard Short-Term Bond ETF the manager owns.