Vanguard Short-Term Bond ETFBSVETF

13F holders, Q2 2025 (June 30)
1,230holders +16
87new positions
79sold out
5famous investors
$78.71avg. 13F price*

At the end of Q2 2025, 1,230 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 16 from Q1 2025. 87 opened new positions and 79 sold out. The largest holders were Envestnet Asset Management Inc. ($4.3B), Morgan Stanley ($3.0B) and Mercer Global Advisors Inc. ($2.7B). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 2025 → Q2 2025

InstitutionsTotal Value
New Positions87$74.6M
Exits79$294.2M

All 13F filers, Q1 2025 → Q2 2025: 51,991,899 shares bought and 17,146,390 shares sold, net +34,845,509 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,230 holders

Envestnet Asset Management Inc. 1.26% Add +1.6% 54,699,168 $4.3B
Morgan Stanley 0.19% Add +151.9% 37,597,584 $3.0B
Mercer Global Advisors Inc. 6.02% Add +7.7% 34,076,932 $2.7B
JPMorgan Chase & Co. 0.17% Add +58.2% 32,198,341 $2.5B
Allworth Financial LP 7.06% Add +1.4% 18,685,793 $1.5B
Empower Advisory Group, LLC 4.27% Add +4.6% 18,101,201 $1.4B
Goldman Sachs Group Inc. 0.21% Reduce -0.0% 16,550,215 $1.3B
Northern Trust Corp. 0.11% Add +39.6% 9,935,759 $781.9M
Bank of America Corp. 0.05% Reduce -11.3% 7,468,753 $587.8M
LPL Financial LLC 0.18% Add +7.1% 6,747,834 $531.1M
Truepoint, Inc. 12.57% Add +1.2% 6,415,794 $504.9M
Captrust Financial Advisors 0.95% Add +6.9% 5,383,445 $423.7M
Wells Fargo & Company 0.09% Reduce -6.0% 4,915,109 $386.8M
United Capital Financial Advisors, LLC 2.79% Reduce -10.7% 4,392,617 $345.7M
Envestnet Portfolio Solutions, Inc. 1.25% Reduce -6.8% 4,311,017 $339.3M
UBS Group AG 0.06% Add +3.1% 3,508,060 $276.1M
Lincoln National Corp. 8.25% Reduce -1.9% 3,457,109 $272.1M
Raymond James Financial Inc. 0.09% Add +6.0% 3,281,266 $258.2M
Commonwealth Equity Services, LLC 0.33% Add +0.5% 3,127,945 $246.2M
Royal Bank of Canada 0.05% Add +1.4% 2,965,681 $233.4M
Corient Private Wealth LP 0.30% Reduce -10.3% 2,963,399 $224.1M
Cerity Partners LLC 0.37% Add +2.8% 2,604,203 $205.0M
Sequoia Financial Advisors, LLC 1.37% Reduce -1.0% 2,532,898 $199.3M
Bank of New York Mellon Corp 0.04% Add +0.3% 2,495,778 $196.4M
MetLife Investment Management, LLC 1.08% Add +5.9% 2,336,000 $183.8M
Beacon Capital Management, Inc. 9.15% Reduce -68.5% 2,255,871 $177.5M
True Link Financial Advisors, LLC 11.43% Add +3.3% 2,104,472 $165.6M
Charles Schwab Investment Management Inc. 0.03% Reduce -1.5% 2,021,291 $159.1M
Cetera Investment Advisers 0.25% Add +4.0% 1,899,521 $149.5M
Truist Financial Corp. 0.21% Add +60.2% 1,812,600 $142.7M
Focus Partners Wealth 0.30% Add +2.1% 1,776,660 $139.8M
Apella Capital, LLC 3.44% Reduce -4.5% 1,621,727 $126.8M
Willow Creek Wealth Management Inc. 10.01% Add +3.8% 1,414,161 $111.3M
Valmark Advisers, Inc. 1.55% Add +4.3% 1,408,807 $110.9M
Cambridge Investment Research Advisors, Inc. 0.31% Reduce -3.1% 1,313,056 $103.3M
Northwestern Mutual Wealth Management Co. 0.08% Add +8.6% 1,310,934 $103.2M
Smithfield Trust Co 4.79% Reduce -2.3% 1,289,516 $101.5M
Jones Financial Companies LLLP 0.08% Add +9.5% 1,288,493 $101.3M
Osaic Holdings, Inc. 0.17% Add +9.8% 1,176,710 $92.6M
RW Investment Management LLC 10.26% Add +0.1% 1,170,018 $92.1M
Ameriprise Financial Inc. 0.02% Add +12.4% 1,121,749 $87.7M
DAVENPORT & Co LLC 0.45% Add +0.4% 1,044,690 $82.2M
Peapack Gladstone Financial Corp. 1.12% Reduce -4.4% 1,005,787 $79.2M
RS Crum Inc. 18.48% Add +2.2% 979,150 $77.1M
MKP Capital Management, L.L.C. 3.92% No change 970,000 $76.3M
Freestone Capital Holdings, LLC 2.47% Add +2.6% 921,258 $72.5M
CW Advisors, LLC 0.70% Add +1748.0% 918,429 $72.3M
D.A. Davidson & Co. 0.51% Add +1.4% 913,931 $71.9M
World Investment Advisors 1.61% Add +6.2% 898,178 $70.7M
Savant Capital, LLC 0.50% Add +134.3% 890,919 $70.1M
Charter Oak Capital Management, LLC 5.85% Add +5.8% 880,583 $69.3M
Janney Montgomery Scott LLC 0.18% Add +1.5% 876,375 $69.0M
HighTower Advisors, LLC 0.09% Add +0.7% 862,306 $67.9M
Fifth Third Bancorp 0.23% Add +4.2% 847,680 $66.7M
Wit, LLC 1.65% No change 844,643 $66.5M
MML Investors Services, LLC 0.19% Add +1.8% 826,927 $65.1M
&partners 0.48% Add +38.2% 798,107 $63.1M
Martel Wealth Advisors LLC 11.62% Add +2.0% 796,532 $62.7M
Efficient Advisors, LLC 3.71% Reduce -0.7% 792,001 $62.3M
Berkshire Money Management, Inc. 6.56% Add +33.2% 791,653 $62.3M
Windward Private Wealth Management Inc. 22.46% Add +2.5% 791,535 $62.3M
Comerica Bank 0.24% Add +11.9% 786,255 $61.9M
Stifel Financial Corp. 0.06% Add +1.9% 769,451 $60.6M
Integris Wealth Management, LLC 15.48% Reduce -0.7% 754,404 $59.4M
First Merchants Corp. 2.28% Add +1.7% 749,453 $59.0M
US Bancorp \de 0.07% Reduce -2.5% 744,272 $58.6M
National Philanthropic Trust 0.77% Add +9.6% 731,206 $57.5M
Jentner Corp 15.24% Add +2.3% 722,651 $56.9M
TD Capital Management LLC 5.27% Add +2.3% 709,937 $55.9M
Prime Capital Investment Advisors, LLC 0.74% Reduce -15.1% 707,235 $55.7M
Renaissance Technologies 0.07% Reduce -45.0% 706,900 $55.6M
Vanguard Group Inc. 0.00% Add +10.9% 702,335 $55.3M
Gemmer Asset Management LLC 4.75% Add +5.5% 679,972 $53.5M
Penserra Capital Management LLC 0.71% Add +7.7% 648,142 $51.0M
Exchange Traded Concepts, LLC 0.64% Add +419.3% 633,989 $49.9M
Arbor Investment Advisors, LLC 6.11% Add +0.9% 605,839 $47.7M
International City Management Association Retirement Corp 25.18% No change 599,500 $47.2M
Citigroup Inc. 0.03% Add +35.5% 598,569 $47.1M
Focus Partners Advisor Solutions, LLC 0.60% Reduce -6.7% 575,639 $45.3M
Betterment LLC 0.10% Add +6.2% 570,256 $44.9M
Composition Wealth, LLC 0.73% Add +13.9% 552,861 $43.5M
Capital Analysts, LLC 1.42% Reduce -2.8% 540,412 $42.5M
Annandale Capital, LLC 7.69% Reduce -3.3% 529,737 $41.7M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -0.5% 528,638 $41.4M
Creative Planning 0.03% Reduce -7.0% 513,072 $40.4M
Barr E S & Co. 2.20% Reduce -5.7% 488,355 $38.4M
Tobias Financial Advisors, Inc. 6.33% Add +5.8% 470,019 $37.0M
Presilium Private Wealth, LLC 7.30% Add +9.0% 453,153 $35.7M
Partners in Financial Planning 6.51% Add +3.9% 448,864 $35.3M
Avantax Advisory Services, Inc. 0.19% Reduce -3.8% 435,969 $34.3M
Greystone Financial Group, LLC 5.63% Add +46.6% 434,542 $34.2M
Trajan Wealth LLC 1.60% Add +18.4% 415,788 $32.7M
Blue Trust, Inc. 0.38% Add +5.0% 413,497 $32.5M
PDS Planning, Inc 2.41% Add +5.4% 411,345 $32.4M
Wealthquest Corp 2.54% Add +5.5% 409,564 $32.2M
Human Investing LLC 5.02% Add +3.5% 405,079 $31.9M
Assetmark, Inc. 0.07% Add +483.7% 403,260 $31.7M
Ancora Advisors LLC 0.66% Reduce -2.1% 399,764 $31.5M
Orion Porfolio Solutions, LLC 0.26% Add +4.5% 392,738 $30.9M
CreativeOne Wealth, LLC 0.81% Reduce -0.1% 391,744 $30.8M
NewEdge Advisors, LLC 0.16% Reduce -2.9% 384,604 $30.3M
Baird Financial Group, Inc. 0.05% Reduce -3.1% 382,030 $30.1M
Mariner, LLC 0.04% Add +3.0% 375,975 $29.6M
Clark Asset Management, LLC 3.97% Add +8.0% 370,090 $29.1M
Alps Advisors Inc. 0.17% Reduce -0.3% 367,979 $29.0M
Cullen/Frost Bankers, Inc. 0.36% Add +1.2% 364,245 $28.7M
Voya Financial Advisors, Inc. 2.85% Add +5.1% 358,884 $28.2M
Atria Investments, Inc 0.33% Add +1.5% 349,842 $27.5M
Associated Banc-Corp 0.76% Add +3.4% 340,227 $26.8M
Vestmark Advisory Solutions, Inc. 0.39% Reduce -5.8% 340,102 $26.8M
Avior Wealth Management, LLC 0.91% Add +0.0% 336,178 $26.5M
EverSource Wealth Advisors, LLC 1.18% Reduce -1.6% 332,107 $26.1M
Park Avenue Securities LLC 0.24% Add +5.6% 330,410 $26.0M
Blair William & Co. 0.07% Reduce -0.7% 323,984 $25.5M
Symmetry Partners, LLC 3.08% Add +4.7% 318,265 $25.0M
Farther Finance Advisors, LLC 0.48% Add +7.3% 304,067 $23.9M
Atria Wealth Solutions, Inc. 0.54% Reduce -62.0% 301,024 $23.7M
NewEdge Wealth, LLC 0.35% Add +13.5% 283,046 $22.2M
Beacon Pointe Advisors, LLC 0.23% Add +4.3% 282,197 $22.2M
Manufacturers Life Insurance Company, The 0.02% Reduce -3.0% 282,082 $22.2M
First Heartland Consultants, Inc. 1.93% Add +32.5% 278,231 $21.7M
Sage Financial Management Group, Inc. 7.38% Add +49.4% 271,146 $21.3M
Graves Light Lenhart Wealth, Inc. 2.50% Add +2.8% 267,000 $21.0M
Bartlett & Co. Wealth Management LLC 0.29% Add +1.8% 263,658 $20.7M
First Horizon Advisors, Inc. 0.50% Reduce -0.2% 245,438 $19.3M
BetterWealth, LLC 4.94% Add +7.0% 245,236 $19.3M
Kelman-Lazarov, Inc. 3.10% Reduce -0.7% 242,904 $19.1M
Lutz Financial Services LLC 1.48% Reduce -1.2% 242,492 $19.1M
Wealth Dimensions Group, Ltd. 4.18% Reduce -1.3% 241,199 $19.0M
Lido Advisors, LLC 0.10% Add +746.3% 239,269 $18.8M
Steward Partners Investment Advisory, LLC 0.15% Add +865.6% 238,225 $18.7M
OneDigital Investment Advisors LLC 0.20% Add +0.2% 233,383 $18.4M
Modera Wealth Management, LLC 0.22% Add +0.6% 226,892 $17.9M
M&T Bank Corp 0.06% Reduce -0.8% 222,508 $17.5M
Fort Henry Capital, LLC 11.72% Reduce -0.2% 221,547 $17.4M
MilWealth Group LLC 4.48% Reduce -0.8% 221,196 $17.4M
TD Waterhouse Canada Inc. 0.12% Add +2.2% 221,477 $17.3M
Brewster Financial Planning LLC 11.62% Add +5.4% 218,902 $17.2M
AQR Capital Management 0.01% Add +20.9% 218,136 $17.2M
Apollon Wealth Management, LLC 0.34% Add +1.6% 215,915 $17.0M
Stephenson & Company, Inc. 10.32% Add +8.2% 215,909 $17.0M
Parkside Financial Bank & Trust 1.83% Add +0.3% 215,780 $17.0M
Estate Counselors, LLC 1.67% Add +944.2% 215,481 $17.0M
Bank of Montreal 0.01% Reduce -9.9% 212,784 $16.7M
Evolution Advisers, Inc. 7.98% Add +2.0% 206,810 $16.3M
TD Private Client Wealth LLC 0.40% Reduce -12.6% 206,203 $16.2M
Nwam LLC 0.94% Add +30.5% 205,083 $16.1M
HTG Investment Advisors, Inc. 5.96% Add +3.8% 203,554 $16.0M
Wiser Wealth Management, Inc 3.97% Add +1.7% 201,675 $15.9M
Farmers & Merchants Investments Inc. 0.46% No change 201,586 $15.9M
Mustard Seed Financial, LLC 11.24% Add +0.7% 198,344 $15.6M
Silver Oak Advisory Group, Inc. 7.56% Add +3.3% 198,275 $15.6M
Richmond Brothers, Inc. 10.13% Reduce -44.5% 196,590 $15.5M
Planning Directions Inc. 8.61% Reduce -1.2% 194,290 $15.3M
Financial Engines Advisors L.L.C. 0.03% Reduce -26.4% 192,693 $15.2M
Level Financial Advisors 4.70% Add +6.5% 191,992 $15.1M
Safir Wealth Advisors, LLC 11.04% Add +1.8% 191,156 $15.0M
Tillman Hartley LLC 4.23% Reduce -12.6% 190,176 $15.0M
Alaska Wealth Advisors, LLC 2.14% Add +0.0% 190,153 $15.0M
Diversified Portfolios, Inc. 1.41% Reduce -12.8% 188,180 $14.8M
McAdam, LLC 0.81% Add +4.8% 188,139 $14.8M
Your Advocates Ltd., LLP 5.21% Add +1.7% 184,060 $14.5M
Brookstone Capital Management 0.19% Add +8.1% 183,891 $14.5M
SouthState Bank Corp 0.63% Add +62.6% 183,816 $14.5M
Austin Asset Management Co Inc 2.92% Reduce -1.1% 183,185 $14.4M
Private Advisor Group, LLC 0.08% Add +3.4% 182,313 $14.3M
Kwmg, LLC 1.34% Add +45.5% 181,869 $14.3M
RFG Advisory, LLC 0.33% Add +35.2% 178,103 $14.0M
PNC Financial Services Group, Inc. 0.01% Reduce -5.5% 175,698 $13.8M
Disciplina Capital Management LLC 1.74% Add +12.8% 175,036 $13.8M
Mountain Pacific Investment Advisers LLC 0.99% Reduce -1.6% 174,076 $13.7M
Trellis Wealth Advisors LLC 5.93% Add +1.3% 173,003 $13.6M
Eaton-Cambridge Inc. 5.13% Add +4.8% 172,627 $13.6M
Concurrent Investment Advisors, LLC 0.26% Add +9.1% 171,877 $13.5M
Legacy Financial Group LLC 1.88% Add +0.1% 171,356 $13.5M
Bay Harbor Wealth Management, LLC 3.87% Reduce -1.6% 169,721 $13.4M
Waterford Advisors, LLC 4.88% Reduce -96.9% 4,967 $13.2M
Factor Wealth Management LTD 3.59% Add +12.0% 166,762 $13.1M
Kestra Advisory Services, LLC 0.06% Add +14.3% 165,659 $13.0M
eCIO, Inc. 5.48% Add +5.4% 165,220 $13.0M
Alaska Permanent Capital Management, LLC 1.00% Add +6.8% 164,105 $12.9M
Choreo, LLC 0.18% Add +3.9% 160,843 $12.7M
REDW Wealth LLC 5.01% Add +2.8% 159,933 $12.6M
Voya Investment Management LLC 0.01% Reduce -1.5% 158,059 $12.4M
C M Bidwell & Associates Ltd. 6.42% Reduce -1.1% 157,322 $12.4M
SigFig Wealth Management, LLC 0.41% Add +1.0% 157,488 $12.4M
Cahill Financial Advisors Inc. 1.50% Reduce -15.1% 153,712 $12.1M
Focus Financial Network, Inc. 0.48% Add +5.0% 153,399 $12.1M
Leavell Investment Management, Inc. 0.53% Add +0.6% 151,503 $11.9M
Scotia Capital Inc. 0.06% Add +5.2% 150,794 $11.9M
Advisory Services Network, LLC 0.19% Add +4.8% 149,097 $11.7M
Precision Wealth Strategies, LLC 3.79% New 148,437 $11.7M
First American Trust, FSB 0.92% Add +4.1% 146,615 $11.5M
Eagle Rock Investment Company, LLC 1.82% Reduce -0.9% 145,790 $11.5M
Fortis Advisors, LLC 7.27% Reduce -2.0% 144,316 $11.4M
Echo45 Advisors LLC 7.16% Reduce -0.1% 144,286 $11.4M
Cornerstone Investment Partners, LLC 0.50% Reduce -3.5% 142,659 $11.2M
Oppenheimer & Co. Inc. 0.15% Add +3.4% 141,716 $11.2M
Parker Financial LLC 4.77% Add +3.0% 140,306 $11.0M
Man Group plc 0.02% Reduce -11.8% 139,943 $11.0M
Wealth Forward, LLC 7.37% Add +0.6% 139,294 $11.0M
Natixis Advisors, LLC 0.02% Add +2.6% 139,120 $10.9M
Citadel Advisors 0.01% Reduce -59.6% 138,941 $10.9M
Ames National Corp. 7.01% Reduce -4.7% 137,754 $10.8M
Adaptive Financial Consulting, LLC 4.52% Add +1.0% 137,660 $10.8M
Apexium Financial, LP 0.57% Add +67.3% 137,290 $10.8M
Elevate Wealth Advisory, Inc. 7.68% Reduce -8.2% 137,092 $10.8M
Sand Hill Global Advisors, LLC 0.40% New 136,734 $10.8M
Mutual Advisors, LLC 0.27% Add +12.7% 136,460 $10.7M
IFG Advisors, LLC 1.79% Reduce -4.7% 135,563 $10.7M
Kestra Private Wealth Services, LLC 0.15% Reduce -2.4% 134,952 $10.6M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.69% Add +4.4% 133,877 $10.5M
Sovereign Financial Group, Inc. 2.16% Add +13.5% 132,857 $10.5M
CGN Advisors LLC 0.92% Add +4.0% 131,493 $10.3M
Arax Advisory Partners 0.47% Reduce -1.4% 116,296 $10.2M
Headinvest, LLC 2.16% Add +0.5% 129,008 $10.2M
J.W. Cole Advisors, Inc. 0.21% Add +66.7% 126,745 $10.0M
Oak Hill Wealth Advisors, LLC 2.03% Add +8.6% 125,029 $9.8M
Zeit Capital LLC 6.94% Add +1.0% 123,327 $9.7M
Fidato Wealth LLC 6.93% Add +3.7% 123,144 $9.7M
Wealthspire Advisors, LLC 0.05% Reduce -43.6% 122,642 $9.7M
Crews Bank & Trust 1.50% Add +3.2% 121,058 $9.5M
Waterloo Capital, L.P. 0.77% Reduce -8.3% 120,337 $9.5M
City State Bank 2.92% Add +0.8% 118,484 $9.3M
Alkeme Wealth, LLC 4.10% Reduce -9.5% 116,905 $9.2M
OneAscent Financial Services LLC 0.66% Reduce -49.8% 116,781 $9.2M
Columbia River Financial Group, LLC 5.88% Reduce -4.1% 115,506 $9.1M
Aspire Private Capital, LLC 2.10% Reduce -1.1% 114,540 $9.0M
National Bank of Canada 0.01% Reduce -18.3% 113,649 $8.9M
White Lighthouse Investment Management Inc. 1.45% Add +3.7% 113,433 $8.9M
Cherry Tree Wealth Management, LLC 2.07% Reduce -1.3% 113,109 $8.9M
Brown Advisory Inc. 0.01% Reduce -1.2% 112,274 $8.8M
Old National Bancorp 0.15% Reduce -35.0% 109,650 $8.6M
Compass Planning Associates Inc 7.82% Add +23.3% 108,282 $8.5M
Arcadia Wealth Management, LLC 3.72% Add +5.6% 108,168 $8.5M
Bull Street Advisors, LLC 4.05% Reduce -2.1% 107,027 $8.4M
Commerce Bank 0.05% Reduce -34.9% 106,004 $8.3M
TFC Financial Management, Inc. 1.13% Add +0.3% 104,533 $8.2M
Bleakley Financial Group, LLC 0.21% Reduce -1.8% 104,212 $8.2M
Mgo One Seven LLC 0.26% Add +1.5% 103,952 $8.2M
Foundation Wealth Management, LLC\PA 3.53% Reduce -0.8% 103,739 $8.2M
Phillips Financial Management, LLC 0.59% Reduce -4.0% 102,903 $8.1M
Sanctuary Advisors, LLC 0.05% Add +3.5% 102,188 $8.0M
IHT Wealth Management, LLC 0.22% Reduce -1.3% 101,998 $8.0M
Tribridge Partners Financial LLC 4.70% — 101,860 $8.0M
VCI Wealth Management LLC 2.79% Add +13.2% 101,239 $8.0M
Rf&l Wealth Management, LLC 5.12% Add +1.0% 100,955 $7.9M
FineMark National Bank & Trust 0.27% Reduce -1.7% 100,790 $7.9M
Culbertson A N & Co. Inc. 1.21% Reduce -2.6% 99,731 $7.8M
Archford Capital Strategies, LLC 0.99% Add +0.4% 97,909 $7.7M
Capitolis Liquid Global Markets LLC 0.06% Add +10.9% 97,900 $7.7M
WBH Advisory Inc. 0.66% Reduce -9.3% 97,842 $7.7M
Cwm, LLC 0.03% Reduce -0.7% 95,757 $7.5M
Clarity Capital Advisors, LLC 4.35% Add +4.7% 94,675 $7.5M
Investment Planning Advisors, Inc. 2.58% Add +236.1% 92,810 $7.3M
Houlihan Financial Resource Group, Ltd. 3.01% Reduce -5.9% 92,494 $7.3M
Tiaa Trust, National Association 0.02% Reduce -55.5% 91,252 $7.2M
Prudent Man Advisors, LLC 2.23% Add +6.6% 89,043 $7.0M
Hohimer Wealth Management, LLC 1.25% Reduce -56.1% 88,805 $7.0M
Washington Capital Management, Inc. 5.20% No change 88,630 $7.0M
Perigon Wealth Management, LLC 0.16% Reduce -15.9% 88,147 $6.9M
Merit Financial Group, LLC 0.08% Reduce -21.3% 88,103 $6.9M
Great Valley Advisor Group, Inc. 0.15% Add +164.3% 87,667 $6.9M
Essential Planning, LLC. 2.54% Add +4.3% 86,764 $6.8M
Elevated Capital Advisors, LLC 1.91% No change 86,892 $6.8M
Stone Summit Wealth LLC 2.09% Add +3.7% 85,755 $6.7M
Rathbones Group PLC 0.03% Add +17.7% 84,419 $6.6M
Galvin, Gaustad & Stein, LLC 0.58% Reduce -4.3% 84,177 $6.6M
Ellevest, Inc. 1.05% Reduce -66.8% 83,853 $6.6M
Bluestem Financial Advisors, LLC 2.82% Reduce -8.0% 83,612 $6.6M
Uptown Financial Advisors LLC 6.04% Add +2.2% 82,616 $6.5M
Pines Wealth Management, LLC 2.27% Add +67.1% 82,103 $6.4M
BNP Paribas Financial Markets 0.01% Reduce -24.8% 81,574 $6.4M
Tranquilli Financial Advisor LLC 3.94% Reduce -18.6% 80,895 $6.4M
Sandy Cove Advisors, LLC 2.29% Add +15.2% 80,636 $6.3M
Morris Financial Concepts, Inc. 2.51% Add +0.8% 80,268 $6.3M
NorthCoast Asset Management LLC 0.03% Reduce -5.2% 80,142 $6.3M
Arcataur Capital Management LLC 1.96% Add +2.3% 79,796 $6.3M
Regal Investment Advisors LLC 0.47% Reduce -0.0% 79,224 $6.2M
Dynamic Advisor Solutions LLC 0.19% Reduce -6.7% 78,605 $6.2M
Patriot Investment Management Group, Inc. 0.43% Add +1.7% 78,320 $6.2M
Raffa Wealth Management, LLC 1.22% Add +1.1% 77,624 $6.1M
Central Pacific Bank - Trust Division 0.81% Reduce -5.8% 77,305 $6.1M
Consolidated Portfolio Review Corp 0.83% Add +15.1% 76,603 $6.0M
Cranbrook Wealth Management, LLC 1.28% Add +1.0% 76,275 $6.0M
Forza Wealth Management, LLC 2.46% Reduce -3.1% 76,274 $6.0M
Capital Investment Advisors, LLC 0.11% Reduce -2.0% 76,011 $6.0M
Connecticut Wealth Management, LLC 0.28% Reduce -19.0% 75,414 $5.9M
PCG Asset Management, LLC 5.10% Reduce -1.8% 75,314 $5.9M
LM Advisors LLC 0.76% No change 74,684 $5.9M
Dynasty Wealth Management, LLC 0.10% Reduce -70.3% 73,888 $5.8M
Parr McKnight Wealth Management Group, LLC 0.80% Add +16.1% 73,844 $5.8M
Marquette Associates, Inc. 5.69% Reduce -4.2% 73,690 $5.8M
Investment Partners, LTD. 2.18% Add +13.7% 73,262 $5.8M
Financial Partners Group, LLC 2.07% New 72,595 $5.7M
Kanawha Capital Management LLC 0.42% Reduce -0.8% 71,550 $5.6M
Parallel Advisors, LLC 0.11% Add +16.9% 71,224 $5.6M
Darrow Company, Inc. 2.80% Add +1.7% 70,199 $5.5M
Bath Savings Trust Co 0.56% Add +2.2% 70,156 $5.5M
Harbour Trust & Investment Management Co 0.61% Add +2.5% 69,450 $5.5M
Prosperity Consulting Group, LLC 0.40% Add +3.0% 68,868 $5.4M
Kiley Juergens Wealth Management, LLC 1.25% Reduce -3.5% 68,790 $5.4M
Retirement Wealth Solutions LLC 3.92% Reduce -3.2% 68,179 $5.4M
Coldstream Capital Management Inc. 0.09% Add +0.3% 68,115 $5.4M
FIDELIS iM, LLC 2.38% Reduce -13.1% 67,918 $5.3M
IFG Advisory, LLC 0.27% Reduce -2.4% 67,573 $5.3M
Moneta Group Investment Advisors LLC 0.06% Reduce -1.5% 67,518 $5.3M
Manuka Financial, LLC 2.89% Add +10.5% 67,268 $5.3M
Principal Securities, Inc. 0.10% Reduce -7.0% 67,132 $5.3M
BancFirst Trust & Investment Management 2.44% Add +24.0% 66,793 $5.2M
AE Wealth Management LLC 0.04% Add +5.5% 65,989 $5.2M
Successful Portfolios LLC 3.19% Add +9.3% 65,924 $5.2M
Forum Private Client Group LLC 1.99% Add +5.8% 65,556 $5.2M
Harbour Investments, Inc. 0.13% Add +5.3% 65,509 $5.2M
Signal Tree Financial Partners LLC 4.42% Add +14.7% 65,256 $5.1M
Susquehanna International Group, LLP 0.01% New 64,303 $5.1M
Boston Family Office LLC 0.33% Reduce -9.8% 63,773 $5.0M
Bull Oak Capital, LLC 2.27% Add +8.5% 63,428 $5.0M
Integrity Investment Advisors, LLC 3.82% Add +21.1% 63,065 $5.0M
Flow Traders U.S. LLC 0.18% New 62,039 $4.9M
Bank of Hawaii 0.26% Add +2.3% 61,992 $4.9M
Karpus Management, Inc. 0.15% Reduce -7.5% 60,670 $4.8M
DBK Financial Counsel, LLC 4.27% Reduce -0.1% 60,042 $4.7M
Integrated Advisors Network LLC 0.21% Reduce -1.6% 59,915 $4.7M
Cambridge Associates LLC /Ma/ 0.10% Reduce -32.4% 59,893 $4.7M
Mills Wealth Advisors LLC 2.15% Add +37.7% 59,682 $4.7M
Integrated Wealth Concepts LLC 0.05% Add +10.1% 59,549 $4.7M
OMNI 360 Wealth, Inc. 2.90% Add +1.9% 59,401 $4.7M
Consilium Wealth Advisory, LLC 1.95% Add +1.6% 58,606 $4.6M
Fonville Wealth Management LLC 1.16% Add +6.5% 58,260 $4.6M
Beaird Harris Wealth Management, LLC 0.35% Reduce -1.3% 58,247 $4.6M
Kavar Capital Partners Group, LLC 0.66% New 58,073 $4.6M
Spire Wealth Management 0.16% Reduce -9.5% 58,031 $4.6M
Slow Capital, Inc. 0.56% Reduce -0.3% 58,010 $4.6M
Financial Gravity Companies, Inc. 0.89% — 57,496 $4.5M
Valpey Financial Services, LLC 3.12% — 57,299 $4.5M
Neumann Capital Management, LLC 1.42% Add +0.9% 57,250 $4.5M
Somnio Financial Group, LLC 3.21% — 57,033 $4.5M
Sterling Investment Management, LLC 2.92% Reduce -4.8% 56,053 $4.4M
Wealth Architects, LLC 0.44% Add +7.4% 54,578 $4.3M
Pathstone Holdings, LLC 0.02% Reduce -10.3% 54,424 $4.3M
Gladwyn Financial Advisors, Inc. 3.31% — 54,423 $4.3M
Semmax Financial Advisors Inc. 1.10% Reduce -0.5% 54,425 $4.3M
Centennial Bank 1.79% Reduce -3.2% 54,127 $4.3M
Courage Miller Partners, LLC 1.35% Reduce -0.0% 54,085 $4.3M
Financial Advocates Investment Management 0.35% Reduce -7.3% 53,837 $4.2M
Arrowroot Family Office, LLC 1.90% — 53,812 $4.2M
Ti-Trust, Inc. 2.83% Add +3.3% 53,716 $4.2M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -36.2% 53,416 $4.2M
Haverford Trust Co 0.04% No change 53,310 $4.2M
Rockbridge Investment Management, LCC 0.45% Reduce -2.3% 53,283 $4.2M
Bfsg, LLC 0.47% Reduce -1.6% 53,156 $4.2M
Sagace Wealth Management LLC 3.11% Add +11.2% 52,884 $4.2M
Per Stirling Capital Management, LLC. 0.54% Reduce -4.3% 52,523 $4.1M
Rockefeller Capital Management L.P. 0.01% Add +20.6% 52,328 $4.1M
Strategic Investment Advisors / MI 0.40% Reduce -4.4% 52,225 $4.1M
Agf Management Ltd. 0.02% Reduce -8.7% 51,475 $4.1M
Pure Financial Advisors, LLC 0.07% Reduce -7.7% 51,419 $4.0M
Oppenheimer Asset Management Inc. 0.05% Add +3.7% 51,163 $4.0M
Fifth Third Securities, Inc. 0.30% Reduce -3.2% 50,992 $4.0M
PAX Financial Group, LLC 0.77% Reduce -3.3% 50,939 $4.0M
BHK Investment Advisors, LLC 1.56% Reduce -3.3% 50,585 $4.0M
Infinity Wealth Counsel, LLC 3.97% Reduce -0.4% 49,903 $3.9M
Moller Wealth Partners 0.86% Add +2.8% 49,250 $3.9M
Acropolis Investment Management, LLC 0.21% Reduce -5.6% 48,868 $3.8M
First Hawaiian Bank 0.52% Reduce -0.4% 48,781 $3.8M
Evergreen Wealth Management, LLC 2.14% Reduce -2.2% 48,511 $3.8M
TCTC Holdings, LLC 0.12% Add +0.8% 47,755 $3.8M
Naples Global Advisors, LLC 0.32% Add +3.7% 47,754 $3.8M
Meridian Wealth Management, LLC 0.16% Reduce -11.7% 47,384 $3.7M
Sterling Financial Planning, Inc. 1.24% Reduce -0.5% 47,106 $3.7M
Benjamin Edwards Inc. 0.05% Add +16.7% 46,979 $3.7M
FLC Capital Advisors 0.74% Add +1335.6% 45,753 $3.6M
Becker Capital Management Inc. 0.11% Reduce -5.0% 45,492 $3.6M
Parkworth Wealth Management, Inc. 2.58% Add +0.6% 45,460 $3.6M
Compound Planning, Inc. 0.14% Add +63.1% 45,428 $3.6M
Baker Avenue Asset Management, LP 0.10% Reduce -1.1% 45,404 $3.6M
Eastern Bank 0.07% Add +0.3% 45,386 $3.6M
Sigma Planning Corp 0.11% Add +6.1% 45,268 $3.6M
Traveka Wealth, LLC 1.88% Reduce -4.2% 44,996 $3.5M
Ahl Investment Management, Inc. 2.36% Reduce -0.1% 44,914 $3.5M
VestGen Advisors, LLC 0.14% Reduce -9.5% 44,750 $3.5M
Ridgewood Investments LLC 1.52% Add +9.2% 44,576 $3.5M
Patten Group, Inc. 0.74% Add +4.4% 44,449 $3.5M
Ashton Thomas Private Wealth, LLC 0.12% Add +3.2% 44,195 $3.5M
HT Partners LLC 1.05% Reduce -0.9% 43,498 $3.4M
HB Wealth Management, LLC 0.03% Reduce -33.5% 42,869 $3.4M
Savvy Advisors, Inc. 0.22% Add +29.5% 42,803 $3.4M
AlphaStar Capital Management, LLC 0.23% New 42,408 $3.3M
Stephens Inc. 0.05% Add +0.8% 42,391 $3.3M
Prostatis Group LLC 0.95% Reduce -13.5% 42,166 $3.3M
Main Street Financial Solutions, LLC 0.24% Add +19.0% 42,100 $3.3M
BIP Alliance, LLC 1.27% Reduce -13.1% 42,054 $3.3M
Wescott Financial Advisory Group, LLC 0.32% Reduce -1.5% 42,015 $3.3M
Smartleaf Asset Management LLC 0.29% Reduce -6.4% 41,381 $3.3M
Alesco Advisors, LLC, An ESL Co 0.09% Add +12.5% 41,168 $3.2M
Ackerman Capital Advisors, LLC 0.75% Add +21.7% 41,088 $3.2M
Colorado Capital Management, Inc. 1.37% Reduce -5.8% 40,745 $3.2M
Maseco LLP 0.12% — 40,653 $3.2M
Lodestone Wealth Management LLC 1.56% Reduce -3.1% 40,634 $3.2M
Atlatl Advisers LLC 1.51% Add +0.8% 40,460 $3.2M
TCI Wealth Advisors, Inc. 0.22% Add +47.1% 40,322 $3.2M
Howard Financial Services, LTD. 0.41% Reduce -14.7% 39,498 $3.1M
Yukon Wealth Management, Inc. 1.11% New 39,483 $3.1M
Foster Group, Inc. 0.11% Add +2.3% 39,459 $3.1M
Red Mountain Financial, LLC 3.44% Add +1.5% 39,426 $3.1M
Ascent Group, LLC 0.12% Reduce -6.0% 39,405 $3.1M
Citizens Financial Group Inc. 0.05% Add +0.5% 39,268 $3.1M
Westfuller Advisors, LLC 1.75% Add +0.5% 38,935 $3.1M
Global Retirement Partners, LLC 0.08% — 38,775 $3.1M
McNaughton Wealth Management, LLC 1.36% Add +3.2% 38,752 $3.0M
Calamos Wealth Management LLC 0.13% Reduce -1.9% 38,685 $3.0M
Bryn Mawr Trust Advisors, LLC 0.17% Add +0.9% 38,650 $3.0M
Performance Wealth Partners, LLC 0.10% Reduce -1.6% 38,310 $3.0M
Arkadios Wealth Advisors 0.09% Add +65.3% 38,156 $3.0M
SOL Capital Management CO 0.29% Reduce -20.5% 37,830 $3.0M
Proffitt & Goodson Inc. 0.45% Add +2.0% 37,644 $3.0M
Accredited Wealth Management, LLC 2.40% Reduce -3.3% 37,581 $3.0M
Robinswood Financial LLC 1.04% Reduce -1.5% 37,375 $2.9M
BLB&B Advisors, LLC 0.14% Reduce -0.5% 37,359 $2.9M
DGS Capital Management, LLC 0.61% Add +19.4% 37,355 $2.9M
Lanark Financial, Inc. 0.24% Add +112.7% 37,285 $2.9M
Valley Wealth Managers, Inc. 0.21% Add +2.4% 37,206 $2.9M
Leeward Financial Partners, LLC 0.92% Add +16.4% 36,709 $2.9M
FC Advisory LLC 0.89% Add +0.5% 36,647 $2.9M
Crestwood Advisors Group, LLC 0.05% Add +22.6% 36,639 $2.9M
Summit Wealth Group LLC / Co. 0.72% — 36,552 $2.9M
Everett Harris & Co. 0.04% Reduce -4.9% 36,445 $2.9M
Silver Oak Securities, Incorporated 0.24% Reduce -8.4% 36,239 $2.9M
Evensky & Katz LLC 0.17% Add +5.9% 35,972 $2.8M
Alpha Omega Wealth Management LLC 0.50% Add +0.5% 35,826 $2.8M
Anchor Capital Advisors LLC 0.08% Reduce -1.0% 35,322 $2.8M
Jackson Creek Investment Advisors LLC 0.75% Reduce -1.7% 35,118 $2.8M
Wealthfront Advisers LLC 0.01% Reduce -7.0% 35,093 $2.8M
Aletheian Wealth Advisors LLC 1.35% Add +2.7% 34,990 $2.8M
Moisand Fitzgerald Tamayo, LLC 0.35% Reduce -89.2% 34,905 $2.7M
PrairieView Partners, LLC 0.27% Reduce -10.5% 34,907 $2.7M
Eclectic Associates Inc. 0.59% Reduce -0.3% 34,649 $2.7M
Websterrogers Financial Advisors, LLC 0.86% Reduce -2.1% 34,478 $2.7M
Plancorp, LLC 0.09% Add +3.5% 34,167 $2.7M
Affinity Capital Advisors, LLC 0.46% Reduce -7.7% 34,091 $2.7M
Thrivent Financial for Lutherans 0.01% Reduce -33.6% 34,049 $2.7M
Avion Wealth 0.61% Reduce -25.9% 33,997 $2.7M
MAI Capital Management 0.02% Reduce -11.1% 33,887 $2.7M
Level Wealth Management LLC 1.54% Add +26.8% 33,655 $2.6M
Kathmere Capital Management, LLC 0.20% Add +8.6% 33,526 $2.6M
Hershey Financial Advisers, LLC 2.36% — 33,430 $2.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -5.3% 33,234 $2.6M
Aua Capital Management, LLC 1.56% Reduce -0.1% 33,186 $2.6M
Jacobsen Capital Management 0.96% Reduce -4.1% 33,096 $2.6M
Keybank National Association 0.01% Add +63.8% 32,922 $2.6M
HMV Wealth Advisors, LLC 1.70% Add +28.1% 32,864 $2.6M
Summit Wealth Partners, LLC 0.49% Add +0.0% 32,836 $2.6M
Discipline Wealth Solutions, LLC 0.99% Add +58.6% 32,803 $2.6M
Arbor Wealth Advisors LLC 2.09% Add +3.9% 32,668 $2.6M
Columbia Asset Management 0.51% New 32,637 $2.6M
Enstar Group LTD 0.93% No change 32,166 $2.5M
Freedom Investment Management, Inc. 0.20% Add +10.2% 31,873 $2.5M
FSB Premier Wealth Management, Inc. 0.89% Reduce -3.4% 31,852 $2.5M
Family Wealth Partners, LLC 1.00% Reduce -7.0% 31,746 $2.5M
Tritonpoint Wealth, LLC 0.23% Reduce -4.2% 31,693 $2.5M
Old Port Advisors 0.68% Reduce -6.5% 31,659 $2.5M
Cornerstone Financial Group, LLC 2.08% Add +3.7% 31,132 $2.5M
Whittier Trust Co. 0.03% Reduce -1.6% 31,101 $2.4M
Hilltop Holdings Inc. 0.16% Reduce -0.5% 31,083 $2.4M
Everhart Financial Group, Inc. 0.28% Reduce -1.8% 30,801 $2.4M
Mma Asset Management LLC 0.93% No change 30,694 $2.4M
Koshinski Asset Management, Inc. 0.18% Reduce -1.2% 30,685 $2.4M
Mosaic Family Wealth Partners, LLC 0.31% Add +3.5% 30,612 $2.4M
Roundview Capital LLC 0.16% Add +14.2% 30,418 $2.4M
Ally Invest Advisors Inc. 0.18% Add +2.9% 30,061 $2.4M
Synovus Financial Corp. 0.03% Reduce -0.3% 30,032 $2.4M
Independent Financial Group, LLC 0.07% Add +3.1% 29,999 $2.4M
Fiduciary Group, LLC 0.22% Reduce -5.1% 29,991 $2.4M
Mengis Capital Management, Inc. 0.50% Add +4.8% 29,966 $2.4M
Provident Wealth Management, LLC 0.76% Reduce -3.3% 29,671 $2.3M
LongView Wealth Management 0.70% Reduce -63.3% 29,436 $2.3M
American Financial & Tax Strategies Inc. 1.20% Reduce -16.8% 29,406 $2.3M
SageView Advisory Group, LLC 0.09% Reduce -33.9% 29,493 $2.3M
Flagstar Securities, Inc. 0.64% Reduce -25.6% 29,264 $2.3M
Woodside Wealth Management LLC 1.98% Add +0.1% 29,199 $2.3M
Wela Strategies, Inc. 0.91% Reduce -0.7% 29,150 $2.3M
Northwest Wealth Management, LLC 0.41% Add +1.8% 29,084 $2.3M
Ascentis Independent Advisors 0.42% Add +1.0% 29,034 $2.3M
Massachusetts Wealth Management 1.28% Add +2.0% 28,927 $2.3M
Welch & Forbes LLC 0.03% Add +0.9% 28,824 $2.3M
Bragg Financial Advisors, Inc 0.08% Add +4.9% 28,772 $2.3M
180 Wealth Advisors, LLC 0.32% Reduce -5.3% 28,648 $2.3M
Calton & Associates, Inc. 0.39% Reduce -7.3% 28,568 $2.2M
Geneos Wealth Management Inc. 0.05% Reduce -49.2% 28,262 $2.2M
Cary Street Partners Financial LLC 0.06% Add +5.3% 28,155 $2.2M
Cheviot Value Management, LLC 0.25% Reduce -4.2% 28,167 $2.2M
Thomasville National Bank 0.15% Reduce -7.0% 27,834 $2.2M
Stratos Wealth Partners, LTD. 0.03% Add +26.9% 27,712 $2.2M
Soltis Investment Advisors LLC 0.17% Add +5.5% 27,613 $2.2M
FMR LLC 0.00% Reduce -87.2% 27,605 $2.2M
Edgestream Partners, L.P. 0.06% New 27,500 $2.2M
Sovran Advisors, LLC 0.23% Reduce -31.5% 27,647 $2.2M
Pine Harbor Wealth Management, LLC 0.76% Reduce -8.6% 27,455 $2.2M
American Investment Services, Inc. 0.55% Reduce -7.3% 27,418 $2.2M
Woodward Diversified Capital, LLC 1.06% Add +107.1% 26,633 $2.1M
Secured Retirement Advisors, LLC 1.23% Reduce -4.4% 26,137 $2.1M
Bokf, NA 0.03% Add +46.6% 26,031 $2.0M
Certior Financial Group, LLC 1.56% Add +3.5% 25,829 $2.0M
Evanson Asset Management, LLC 0.13% Add +0.6% 25,633 $2.0M
Kovack Advisors, Inc. 0.20% Add +1.3% 25,561 $2.0M
Benchmark Wealth Management, LLC 0.89% Add +22.6% 25,455 $2.0M
Rosenberg Matthew Hamilton 0.46% Reduce -21.1% 25,299 $2.0M
Moloney Securities Asset Management, LLC 0.25% Add +8.8% 25,259 $2.0M
Kingsview Wealth Management, LLC 0.03% Add +33.0% 25,136 $2.0M
CogentBlue Wealth Advisors, LLC 1.51% Reduce -25.5% 25,029 $2.0M
SC&H Financial Advisors, Inc. 0.34% Reduce -1.8% 25,027 $2.0M
J. Safra Sarasin Holding AG 0.03% No change 25,000 $2.0M
Cadent Capital Advisors, LLC 0.64% Reduce -17.1% 24,929 $2.0M
Axiom Financial Strategies, LLC 1.09% Reduce -12.1% 24,873 $2.0M
Family Legacy, Inc. 0.64% Reduce -10.2% 24,867 $2.0M
Hardy Reed LLC 0.16% Reduce -0.1% 24,821 $2.0M
Hollencrest Capital Management 0.08% Reduce -3.4% 24,592 $1.9M
Caldwell Trust Co 0.19% Reduce -3.4% 24,578 $1.9M
Selective Wealth Management, Inc. 0.70% Reduce -8.7% 24,413 $1.9M
Navalign, LLC 0.53% Reduce -19.2% 24,216 $1.9M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.26% Add +1.2% 24,193 $1.9M
Grey Fox Wealth Advisors, LLC 0.45% Reduce -5.3% 23,818 $1.9M
Aerodigm Wealth, LLC 0.89% Reduce -20.3% 23,643 $1.9M
Ascent Wealth Partners, LLC 0.23% Add +0.3% 23,582 $1.9M
Koss-Olinger Consulting, LLC 0.15% Add +19.7% 23,360 $1.8M
Motco 0.18% Add +27.5% 23,399 $1.8M
Wedbush Securities Inc. 0.06% Reduce -7.3% 22,903 $1.8M
CoreCap Advisors, LLC 0.07% Add +2.9% 22,719 $1.8M
Evoke Wealth, LLC 0.04% Reduce -10.3% 22,663 $1.8M
Pacific Financial Group Inc. 1.39% Add +14.5% 22,558 $1.8M
Nations Financial Group Inc, /Ia/ 0.12% Reduce -0.1% 22,545 $1.8M
Fiduciary Advisors, Inc. 1.56% Reduce -6.9% 22,505 $1.8M
Capital Advisors, Ltd. LLC 0.22% Reduce -0.8% 22,193 $1.7M
Cahaba Wealth Management, Inc. 0.13% Add +7.1% 22,001 $1.7M
First Interstate Bank 0.10% Add +8.8% 21,994 $1.7M
Signal Advisors Wealth, LLC 0.13% Add +6.1% 21,738 $1.7M
Pinnacle Financial Partners Inc 0.04% Reduce -14.5% 21,604 $1.7M
Good Steward Wealth Advisors,LLC 1.33% Add +21.5% 21,573 $1.7M
Chicago Partners Investment Group LLC 0.05% Reduce -2.0% 21,515 $1.7M
Verum Partners LLC 0.39% Reduce -10.8% 21,264 $1.7M
Tiemann Investment Advisors, LLC 0.69% Add +179.7% 21,260 $1.7M
IFP Advisors, Inc 0.05% Reduce -75.4% 21,132 $1.7M
Allodium Investment Consultants, LLC 1.05% Add +1.4% 20,999 $1.7M
Thompson Investment Management, Inc. 0.23% Add +12.4% 20,941 $1.6M
Global Wealth Management Investment Advisory, Inc. 0.31% Reduce -6.7% 20,690 $1.6M
FourThought Financial Partners, LLC 0.16% Reduce -4.0% 20,467 $1.6M
Country Club Bank 0.10% Reduce -7.0% 20,457 $1.6M
One Wealth Map LLC 0.88% Add +4.6% 20,432 $1.6M
Wilkins Miller Wealth Management, LLC 1.07% Add +5.6% 20,047 $1.6M
Earned Wealth Advisors, LLC 0.31% Reduce -12.5% 19,988 $1.6M
Hansen & Associates Financial Group, Inc. 0.85% Reduce -2.0% 19,948 $1.6M
Nisa Investment Advisors, LLC 0.01% Reduce -5.1% 19,872 $1.6M
NBT Bank, N.A. 0.11% Reduce -8.4% 19,678 $1.5M
Simplicity Wealth,LLC 0.06% Add +60.7% 19,568 $1.5M
Peregrine Asset Advisers, Inc. 0.48% Reduce -3.4% 19,486 $1.5M
TBH Global Asset Management, LLC 0.33% Add +57.8% 20,083 $1.5M
Avidian Wealth Enterprises, LLC 0.06% Add +2.1% 19,317 $1.5M
KMG Fiduciary Partners, LLC 0.11% Reduce -0.3% 19,229 $1.5M
Retirement Planning Group, LLC 0.06% Reduce -8.3% 19,127 $1.5M
Frank, Rimerman Advisors LLC 0.10% Reduce -0.3% 18,920 $1.5M
Lokken Investment Group LLC 0.57% Add +15.0% 18,886 $1.5M
Compass Ion Advisors, LLC 0.16% Reduce -19.8% 18,824 $1.5M
Allen Investment Management, LLC 0.02% No change 18,728 $1.5M
Ashton Thomas Securities, LLC 0.35% Add +3.1% 18,599 $1.5M
Shepherd Financial Partners LLC 0.15% Reduce -29.1% 18,230 $1.4M
RCS Financial Planning, LLC 0.71% Add +2.1% 18,184 $1.4M
UMB Bank, n.a. 0.02% Reduce -1.3% 18,117 $1.4M
Integrity Alliance, Llc. 0.08% New 18,013 $1.4M
Aries Wealth Management 0.37% Add +0.1% 17,964 $1.4M
Root Financial Partners, LLC 0.14% Reduce -9.1% 17,906 $1.4M
Kondo Wealth Advisors, Inc. 0.62% Reduce -4.1% 17,965 $1.4M
Asset Allocation & Management Company, LLC 0.65% No change 17,772 $1.4M
EP Wealth Advisors, LLC 0.01% Add +63.5% 17,774 $1.4M
LifePlan Investment Advisors, Inc. 0.69% Add +3.4% 17,732 $1.4M
Millennium Management 0.00% Add +164.1% 17,720 $1.4M
Acorn Wealth Advisors, LLC 0.52% Add +96.6% 17,700 $1.4M
StoneX Group Inc. 0.07% Add +16.7% 17,650 $1.4M
Waller Financial Planning Group, Inc. 0.33% Reduce -5.7% 17,468 $1.4M
L.K. Benson & Company, P.C. 0.83% Add +15.5% 17,258 $1.4M
Valley Financial Group, Inc. 0.82% Reduce -1.8% 17,156 $1.4M
Juncture Wealth Strategies, LLC 0.48% Reduce -0.4% 17,139 $1.3M
Larson Financial Group LLC 0.05% Add +2.6% 17,113 $1.3M
First PREMIER Bank 0.33% Reduce -3.0% 17,113 $1.3M
Stephens Consulting, LLC 0.32% Add +32.4% 17,025 $1.3M
Towne Trust Company, N.A 0.47% Add +83.2% 16,995 $1.3M
Security Financial Services, INC. 0.23% Reduce -0.8% 16,907 $1.3M
United Services Automobile Association 0.14% Reduce -95.3% 16,661 $1.3M
Stratos Wealth Advisors, LLC 0.07% Reduce -28.3% 16,501 $1.3M
Rothschild Investment LLC 0.08% Add +0.1% 16,473 $1.3M
Southland Equity Partners LLC 0.28% Add +1.8% 16,425 $1.3M
Stonebridge Financial Group, LLC 0.12% Add +0.0% 16,096 $1.3M
MassMutual Private Wealth & Trust, FSB 0.03% Add +1.6% 16,070 $1.3M
Absolute Capital Management, LLC 0.63% Add +18.1% 16,025 $1.3M
CWA Asset Management Group, LLC 0.05% Add +4.2% 15,934 $1.3M
Jim Saulnier & Associates, LLC 0.85% Reduce -9.6% 15,900 $1.3M
Schwartz Investment Counsel Inc. 0.04% Reduce -3.1% 15,800 $1.2M
Cornerstone Wealth Management, LLC 0.08% Add +11.4% 15,722 $1.2M
Independent Family Office, LLC 0.57% Add +7.8% 15,692 $1.2M
Rockwood Wealth Management, LLC 0.11% Reduce -14.6% 15,690 $1.2M
Compass Wealth Management LLC 0.29% Add +19.0% 15,655 $1.2M
Graypoint LLC 0.07% Reduce -13.1% 15,586 $1.2M
Global Financial Private Client, LLC 0.44% Reduce -0.3% 14,943 $1.2M
VERITY Wealth Advisors 0.79% Add +1.6% 14,904 $1.2M
Burt Wealth Advisors 0.27% Reduce -1.7% 14,754 $1.2M
Allegiance Financial Group Advisory Services LLC 0.31% Add +4.0% 14,734 $1.2M
Joel Isaacson & Co., LLC 0.05% Add +9.8% 14,577 $1.1M
Bell Bank 0.05% New 14,538 $1.1M
Legacy Solutions, LLC 1.10% Add +0.0% 14,537 $1.1M
Mesirow Financial Investment Management, Inc. 0.02% Add +1.2% 14,421 $1.1M
Csenge Advisory Group 0.06% Reduce -46.9% 14,378 $1.1M
Palisades Hudson Asset Management, L.P. 0.44% New 14,284 $1.1M
Hall Laurie J Trustee 0.37% No change 14,267 $1.1M
Sax Wealth Advisors, LLC 0.07% Add +19.1% 14,261 $1.1M
Unison Advisors LLC 0.13% Reduce -20.9% 14,190 $1.1M
CIBC Private Wealth Group LLC 0.00% Reduce -18.9% 14,098 $1.1M
International Private Wealth Advisors LLC 0.95% Add +0.2% 14,026 $1.1M
TruNorth Capital Management, LLC 0.24% Reduce -9.2% 13,960 $1.1M
Archer Investment Corp 0.26% Add +0.5% 13,895 $1.1M
First National Bank of Omaha 0.07% Add +2.4% 13,891 $1.1M
Brighton Securities Corp. 0.60% New 13,853 $1.1M
Snowden Capital Advisors LLC 0.03% Add +2.8% 13,842 $1.1M
Essex Financial Services, Inc. 0.07% Reduce -3.0% 13,723 $1.1M
Drucker Wealth 3.0, LLC 0.21% Reduce -25.6% 13,740 $1.1M
Foundations Investment Advisors, LLC 0.02% Reduce -38.9% 13,639 $1.1M
Riverbend Wealth Management, LLC 0.81% Reduce -3.4% 13,538 $1.1M
Coordinated Financial Services, Inc. 0.75% — 13,483 $1.1M
Greenbush Financial Group, LLC 0.46% Add +17.3% 13,417 $1.1M
Transcendent Capital Group LLC 0.54% Add +1.0% 13,410 $1.1M
Hancock Whitney Corp. 0.02% Add +1.6% 13,343 $1.1M
Ameritas Advisory Services, LLC 0.05% Reduce -74.6% 13,260 $1.0M
Envision Financial Planning, LLC 0.49% Add +41.8% 13,252 $1.0M
Trust Co. of Vermont 0.05% Add +9.3% 13,196 $1.0M
Aureus Asset Management, LLC 0.07% Reduce -8.3% 13,164 $1.0M
International Assets Investment Management, LLC 0.08% Reduce -15.1% 13,119 $1.0M
Advyzon Investment Management, LLC 0.22% Reduce -0.8% 12,892 $1.0M
Womack Financial LLC 0.84% Add +57.2% 12,819 $1.0M
Equitable Holdings, Inc. 0.01% Add +25.4% 12,805 $1.0M
Brookwood Investment Group LLC 0.16% Add +5.9% 12,801 $1.0M
Mogy Joel R Investment Counsel Inc. 0.06% No change 12,800 $1.0M
Vectors Research Management, LLC 0.34% Reduce -31.8% 12,748 $1.0M
Mitchell McLeod Pugh & Williams Inc. 0.19% Add +20.2% 12,653 $996K
Capital Group Private Client Services, Inc. 0.01% Add +23.7% 12,604 $992K
Guidance Capital, Inc. 0.28% Add +1.5% 12,589 $990K
Range Financial Group LLC 0.39% Reduce -7.5% 12,487 $983K
Hillcrest Wealth Advisors - NY, LLC 0.46% Reduce -7.4% 12,474 $982K
Andrews, Lucia Wealth Management LLC 0.64% Reduce -2.5% 12,458 $980K
Evolution Wealth Advisors, LLC 0.14% Add +6.0% 12,249 $964K
Cooper Financial Group 0.11% Add +6.9% 12,248 $964K
Texas Bank & Trust Co 0.38% Reduce -7.4% 12,205 $961K
Wealthcare Advisory Partners LLC 0.02% Reduce -10.1% 12,204 $960K
Red Wave Investments LLC 0.32% No change 12,181 $959K
MBL Wealth, LLC 0.09% Reduce -0.8% 12,135 $955K
Equity Investment Corp. 0.02% Add +0.9% 12,118 $954K
USA Financial Formulas 0.16% New 11,975 $942K
Chapin Davis, Inc. 0.26% Add +0.5% 11,883 $935K
Ausdal Financial Partners, Inc. 0.06% Reduce -1.8% 11,872 $934K
Cresset Asset Management, LLC 0.00% Reduce -60.3% 11,800 $929K
Argent Trust Co 0.03% No change 11,659 $918K
Powers Advisory Group, LLC 0.40% Reduce -1.7% 11,634 $916K
VestGen Investment Management 0.66% Reduce -9.3% 11,612 $914K
Capital Insight Partners, LLC 0.16% Reduce -4.3% 11,568 $910K
Flagship Harbor Advisors, LLC 0.04% Reduce -0.9% 11,361 $894K
Quantinno Capital Management LP 0.00% Add +26.1% 11,338 $892K
Maripau Wealth Management LLC 0.44% Add +0.2% 11,173 $880K
CVA Family Office, LLC 0.12% Reduce -1.1% 11,175 $879K
Opus Capital Group, LLC 0.10% No change 11,095 $873K
United Bank 0.10% No change 11,034 $868K
Prospera Financial Services Inc 0.02% Reduce -12.5% 10,956 $863K
Brass Tax Wealth Management, Inc. 0.17% Add +25.7% 10,951 $862K
Level Four Advisory Services, LLC 0.03% Add +16.3% 10,941 $861K
REAP Financial Group, LLC 0.20% Reduce -7.5% 10,929 $860K
Mainsail Asset Management, LLC 0.53% Add +16.3% 10,899 $858K
Montag A & Associates Inc. 0.04% Add +6.8% 10,812 $851K
Arete Wealth Advisors, LLC 0.06% Add +22.5% 10,677 $840K
Loudon Investment Management, LLC 0.46% Reduce -1.6% 10,655 $839K
Barrett & Company, Inc. 0.31% Add +0.0% 10,563 $831K
Red Cedar Investment Management, LLC 0.10% No change 10,560 $831K
Lighthouse Wealth Management Inc. 0.71% Reduce -7.5% 10,363 $816K
Fiera Capital Corp 0.00% Add +1.1% 10,320 $812K
Elevatus Welath Management 0.27% Reduce -6.7% 10,282 $809K
PFG Investments, LLC 0.05% Add +8.1% 10,174 $801K
Disciplined Investments, LLC 0.34% Reduce -29.3% 10,158 $799K
Aegis Wealth Management LLC 0.48% No change 10,181 $797K
Regions Financial Corp. 0.01% Add +19.4% 10,103 $795K
ProVise Management Group, LLC 0.06% No change 10,080 $793K
ABLE Financial Group, LLC 0.19% No change 9,996 $787K
Gridiron Partners, LLC 0.49% No change 9,994 $787K
Gradient Capital Advisors, LLC 0.23% Reduce -7.4% 9,963 $784K
Wellington Capital Management, Inc. 1.15% — 9,813 $772K
Buck Wealth Strategies, LLC 0.12% Add +67.2% 9,792 $771K
Aspiriant, LLC 0.02% No change 9,784 $770K
Van Cleef Asset Management,Inc 0.08% Reduce -0.5% 9,780 $770K
Maia Wealth LLC 0.15% Add +3.5% 9,778 $770K
Courier Capital LLC 0.05% Reduce -33.7% 9,725 $765K
Fund Evaluation Group, LLC 0.03% New 9,668 $761K
Cumberland Advisors Inc. 0.32% Add +4.2% 9,650 $759K
Center For Asset Management LLC 0.47% Reduce -5.4% 9,825 $759K
Western Wealth Management, LLC 0.04% Reduce -2.9% 9,609 $756K
Axxcess Wealth Management, LLC 0.02% Reduce -19.3% 9,599 $755K
Cibc World Market Inc. 0.00% Add +3.0% 9,592 $755K
JT Stratford LLC 0.11% Add +36.7% 9,429 $742K
Asset Management Group, Inc. 0.13% Reduce -4.6% 9,402 $740K
AMG National Trust Bank 0.02% Add +10.4% 9,320 $733K
Crabel Capital Management, LLC 0.45% Add +122.6% 9,314 $733K
Hickory Point Bank & Trust 0.59% Add +1.1% 9,300 $732K
Burney Co./ 0.02% Reduce -42.3% 9,255 $728K
Physician Wealth Solutions Inc. 0.34% New 9,245 $728K
Chico Wealth RIA 0.58% Reduce -1.2% 9,241 $727K
Sellwood Investment Partners LLC 0.35% Reduce -5.5% 9,241 $727K
Americana Partners, LLC 0.03% Reduce -0.9% 9,220 $726K
Narus Financial Partners, LLC 0.22% Add +0.9% 9,143 $720K
Accelerate Investment Advisors LLC 0.53% Reduce -1.8% 9,119 $718K
Reyes Financial Architecture, Inc. 0.62% Reduce -4.5% 9,116 $717K
Willis Johnson & Associates, Inc. 0.05% Add +0.7% 9,102 $716K
First Manhattan Co. Llc. 0.00% Add +20.2% 9,064 $713K
Brookmont Capital Management 0.41% Add +0.1% 9,007 $709K
Leo Wealth, LLC 0.05% New 8,979 $707K
Quadrant Capital Group LLC 0.03% No change 8,947 $704K
SAM Advisors, LLC 0.24% Add +3.3% 8,914 $702K
Alhambra Investment Management LLC 0.35% Reduce -13.9% 8,874 $698K
My Legacy Advisors, LLC 0.25% Add +31.1% 8,921 $698K
Waverly Advisors, LLC 0.01% Reduce -10.6% 8,863 $698K
Curi Capital, LLC 0.01% Add +14.8% 8,819 $694K
Texas Capital Bank Wealth Management Services Inc 0.06% Reduce -0.2% 8,799 $692K
Clearstead Advisors, LLC 0.01% Reduce -4.4% 8,799 $692K
Redwood Investment Management, LLC 0.07% Add +7.6% 8,723 $687K
GC Wealth Management RIA, LLC 0.06% Reduce -0.6% 8,700 $685K
Beacon Investment Advisory Services, Inc. 0.03% No change 8,664 $682K
Bison Wealth, LLC 0.05% Reduce -8.7% 8,606 $677K
SCS Capital Management LLC 0.01% Add +2.8% 8,491 $668K
Garde Capital, Inc. 0.04% Reduce -16.4% 8,423 $663K
RIA Advisory Group LLC 0.19% Reduce -23.8% 8,416 $662K
American Institute for Advanced Investment Management, LLP 0.47% Reduce -2.5% 8,378 $659K
Rock Point Advisors, LLC 0.18% Add +43.0% 8,315 $654K
SpringVest Wealth Management LLC 0.52% Add +1.9% 8,234 $648K
Wick Capital Partners, LLC 0.17% Reduce -93.2% 557 $643K
Gladstone Institutional Advisory LLC 0.03% Reduce -0.3% 8,117 $639K
Tumwater Wealth Management, LLC 0.29% Reduce -2.5% 8,033 $632K
Alamar Capital Management, LLC 0.34% Reduce -0.3% 8,000 $630K
SRH Advisors, LLC 0.19% No change 8,000 $630K
Davidson Trust Co. 0.29% Add +9.6% 7,992 $629K
Wealthstream Advisors, Inc. 0.10% Reduce -41.4% 7,984 $628K
HCR Wealth Advisors 0.07% No change 7,940 $625K
Team Financial Group, LLC 0.31% Reduce -1.9% 7,907 $622K
Rossby Financial, LCC 0.23% Add +5.4% 7,638 $601K
Argus Investors' Counsel, Inc. 0.43% No change 7,618 $600K
Washington Trust Bank 0.05% New 7,616 $599K
Pine Valley Investments Ltd Liability Co 0.04% Add +23.5% 7,599 $598K
Summit Wealth Group, LLC 0.15% Reduce -8.0% 7,596 $598K
Kingswood Wealth Advisors, LLC 0.05% Reduce -9.4% 7,582 $597K
Eagle Strategies LLC 0.09% Reduce -0.1% 7,577 $596K
Simmons Bank 0.04% Reduce -5.1% 7,573 $596K
Cabana LLC 3.42% New 7,572 $596K
Brown, Lisle/Cummings, Inc. 0.16% No change 7,553 $594K
Canvas Wealth Advisors, LLC 0.12% No change 7,532 $590K
Moneco Advisors, LLC 0.05% Reduce -25.3% 7,489 $589K
Horizon Kinetics Asset Management LLC 0.01% No change 7,478 $589K
LBMC Investment Advisors, LLC 0.04% Add +0.2% 7,415 $584K
Shore Point Advisors, LLC 0.28% Add +7.2% 7,402 $583K
Brighton Jones LLC 0.02% Reduce -0.7% 7,402 $583K
Daymark Wealth Partners, LLC 0.02% Add +13.7% 7,358 $579K
Zhang Financial LLC 0.03% Add +0.1% 7,319 $576K
FSA Investment Group, LLC 0.43% Add +18.1% 7,302 $575K
Bluespring Wealth Management, LLC 0.05% Reduce -84.8% 7,295 $574K
Federation des caisses Desjardins du Quebec 0.00% Add +5.6% 7,226 $569K
TrueWealth Advisors, LLC 0.17% Reduce -1.4% 7,185 $565K
Gibraltar Capital Management, Inc. 0.11% Add +11.7% 7,155 $563K
Stockman Wealth Management, Inc. 0.08% Reduce -1.7% 7,125 $561K
Minot DeBlois Advisors LLC 0.53% Reduce -0.0% 7,124 $561K
Principia Wealth Advisory, LLC 0.48% Add +15.4% 7,124 $561K
Madden Advisory Services, Inc. 0.24% Reduce -2.0% 7,105 $559K
Prudent Man Investment Management, Inc. 0.31% No change 7,234 $559K
Washington Trust Advisors, Inc. 0.05% New 7,063 $556K
NorthCrest Asset Manangement, LLC 0.01% Reduce -0.0% 7,082 $554K
Evergreen Capital Management LLC 0.02% New 7,018 $552K
Chatham Capital Group, Inc. 0.08% Reduce -6.7% 6,959 $548K
VSM Wealth Advisory, LLC 0.18% Reduce -0.1% 6,912 $544K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 6,900 $543K
Life Planning Partners, Inc 0.43% Reduce -4.5% 6,861 $540K
Sloy Dahl & Holst, LLC 0.07% Add +4.1% 6,852 $539K
Duncker Streett & Co. Inc. 0.10% No change 6,817 $536K
Valeo Financial Advisors, LLC 0.01% New 6,761 $532K
Bessemer Group Inc. 0.00% Reduce -51.3% 6,723 $529K
World Equity Group, Inc. 0.14% Reduce -12.0% 6,723 $529K
SeaBridge Investment Advisors LLC 0.10% Reduce -2.8% 6,719 $529K
PMG Wealth Management, Inc. 0.44% Reduce -54.2% 6,723 $527K
Wealthspire Retirement, LLC 0.03% Reduce -7.0% 6,679 $526K
Breakwater Investment Management 0.20% No change 6,664 $524K
Ruedi Wealth Management, Inc. 0.16% Reduce -1.0% 6,660 $524K
Trilogy Capital Inc. 0.03% Add +1.0% 6,660 $524K
Brand Asset Management Group, Inc. 0.19% Reduce -25.2% 6,605 $520K
Private Trust Co. NA 0.05% Add +61.1% 6,553 $516K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.19% Reduce -3.4% 6,565 $515K
United Advisor Group, LLC 0.09% Reduce -1.0% 6,529 $514K
Cary Street Partners Investment Advisory LLC 0.25% No change 6,510 $512K
BCS Wealth Management 0.11% Reduce -2.5% 6,488 $511K
Acorn Financial Advisory Services Inc. 0.08% Add +8.4% 6,485 $510K
Cardiff Park Advisors, LLC 0.04% Add +0.6% 6,451 $508K
Clientfirst Wealth Management, LLC 0.52% No change 6,437 $507K
Reliant Investment Partners, LLC 0.44% No change 6,435 $506K
Blankinship & Foster, LLC 0.12% New 6,426 $506K
Aptus Capital Advisors, LLC 0.01% Reduce -1.7% 6,371 $501K
RoundAngle Advisors LLC 0.42% Reduce -2.3% 6,365 $501K
Radnor Capital Management, LLC 0.08% No change 6,347 $500K
ARK & TLK Investments, LLC 0.16% Reduce -1.8% 6,309 $497K
Clear Creek Financial Management, LLC 0.05% Add +23.0% 6,304 $496K
Armbruster Capital Management, Inc. 0.09% Reduce -2.0% 6,287 $495K
Tortoise Investment Management, LLC 0.05% Add +6.1% 6,236 $491K
Pointe Capital Management LLC 0.25% Reduce -2.1% 6,175 $486K
Wealth Advisory Solutions, LLC 0.12% Reduce -1.8% 6,147 $484K
Saiph Capital, LLC 0.19% Add +68.8% 6,126 $482K
Hiley Hunt Wealth Management 0.24% Add +1.6% 6,162 $482K
Ritholtz Wealth Management 0.01% Reduce -8.0% 6,107 $481K
Midwest Capital Advisors, LLC 0.25% Reduce -37.2% 6,071 $478K
Baron Financial Group, LLC 0.28% Reduce -4.6% 6,065 $477K
A. D. Beadell Investment Counsel, Inc. 0.36% Reduce -4.9% 6,055 $476K
Webster Bank, N. A. 0.05% Add +0.1% 6,023 $474K
Liberty Wealth Management LLC 0.07% Reduce -0.7% 5,994 $472K
Franklin Resources Inc. 0.00% Reduce -8.8% 5,981 $471K
Pacific Point Advisors, LLC 0.26% No change 5,980 $471K
BCS Private Wealth Management, Inc. 0.18% — 5,958 $469K
Centaurus Financial, Inc. 0.03% Add +32.8% 5,954 $469K
Ballentine Capital Advisors, Inc 0.22% Add +3.4% 5,945 $468K
Vaughan Nelson Investment Management, L.P. 0.00% No change 5,925 $466K
Ignite Planners, LLC 0.08% Add +6.8% 5,949 $466K
Tower Research Capital LLC (TRC) 0.01% Add +445.8% 5,916 $466K
Vawter Financial, Ltd. 5.25% Reduce -95.7% 5,911 $465K
Total Wealth Planning, LLC 0.06% Reduce -16.2% 5,886 $463K
Barnes Wealth Management Group, Inc 0.27% Reduce -5.6% 5,867 $462K
Seizert Capital Partners, LLC 0.02% Add +0.9% 5,831 $459K
James Investment Research, Inc. 0.05% Add +0.0% 5,811 $457K
Squire Investment Management Company, LLC 0.17% Reduce -0.1% 5,798 $456K
Cambridge Capital Management, LLC 0.24% Reduce -52.5% 5,785 $455K
Shayne & Jacobs, LLC 0.15% No change 5,775 $454K
Creative Financial Designs Inc. 0.03% New 5,731 $451K
GTS Securities LLC 0.02% New 5,688 $448K
FAS Wealth Partners, Inc. 0.03% Add +5.7% 5,676 $447K
Councilor Wealth, LLC 0.21% Add +34.4% 5,658 $445K
Two West Capital Advisors LLC 0.29% Reduce -33.5% 5,648 $443K
German American Bancorp, Inc. 0.04% No change 5,623 $443K
AdvisorNet Financial, Inc 0.03% Reduce -60.5% 5,622 $442K
Potomac Fund Management Inc. 0.03% Reduce -11.2% 5,645 $442K
Anchor Investment Management, LLC 0.04% Add +0.3% 5,607 $441K
Legacy Advisory Services, LLC 0.35% Add +1.0% 5,586 $440K
Vestia Personal Wealth Advisors 0.30% Add +3.0% 5,583 $439K
Transce3nd, LLC 0.18% Reduce -97.9% 5,528 $435K
Linscomb Wealth, Inc. 0.02% Add +3.4% 5,499 $433K
Intergy Private Wealth, LLC 0.15% Reduce -3.7% 5,446 $429K
Global Assets Advisory, LLC 0.17% Reduce -66.7% 5,461 $428K
Gateway Wealth Partners, LLC 0.08% Add +4.5% 5,357 $422K
FSM Wealth Advisors, LLC 0.07% Add +1.9% 5,363 $419K
Elgethun Capital Management 0.08% Reduce -17.8% 5,310 $418K
SeaCrest Wealth Management, LLC 0.05% Reduce -10.0% 5,274 $415K
Mainstream Capital Management LLC 0.30% No change 5,245 $413K
Nicholas Hoffman & Company, LLC. 0.01% No change 5,192 $409K
Todd Asset Management LLC 0.01% No change 5,192 $409K
Forthright Family Wealth Advisory LLC 0.26% Reduce -38.6% 5,128 $404K
Topsail Wealth Management, LLC 0.07% Add +0.9% 5,114 $402K
Inspirion Wealth Advisors, LLC 0.05% Reduce -13.1% 5,093 $401K
Redhawk Wealth Advisors, Inc. 0.05% Add +37.5% 5,074 $399K
Claris Financial LLC 0.30% Reduce -0.9% 5,073 $399K
Litman Gregory Wealth Management LLC 0.03% No change 5,055 $398K
CBIZ Investment Advisory Services, LLC 0.02% Reduce -0.5% 5,055 $398K
Baker Ellis Asset Management LLC 0.05% No change 5,000 $394K
Pinnacle Associates Ltd. 0.01% Reduce -2.9% 4,993 $393K
Duncan Williams Asset Management, LLC 0.12% No change 4,952 $390K
American Trust 0.04% New 4,923 $387K
NorthStar Asset Management LLC 0.20% Reduce -1.1% 4,921 $387K
J. W. Coons Advisors, LLC 0.09% Reduce -3.1% 4,875 $384K
Perennial Investment Advisors, LLC 0.04% Reduce -1.2% 4,871 $383K
Fiduciary Financial Group, LLC 0.07% Add +4.8% 4,875 $382K
Blue Barn Wealth, LLC 0.18% Reduce -8.9% 4,819 $379K
Cantor Fitzgerald Investment Advisors L.P. 0.03% Add +27.7% 4,781 $376K
FDx Advisors, Inc. 0.11% Add +0.5% 4,733 $372K
Financial & Tax Architects, LLC 0.09% Add +3.5% 4,715 $371K
Wynn Capital, LLC 0.20% No change 4,700 $370K
Godshalk Welsh Capital Management, Inc. 0.23% Reduce -13.9% 4,653 $366K
Delta Financial Advisors LLC 0.13% Reduce -4.3% 4,647 $366K
Revisor Wealth Management LLC 0.13% Add +10.1% 4,637 $363K
AlphaCore Capital LLC 0.01% New 4,600 $362K
S.A. Mason LLC 0.18% No change 4,600 $362K
Whittier Trust Co. of Nevada Inc. 0.01% Reduce -29.6% 4,523 $356K
New Capital Management LP 0.10% No change 4,516 $355K
Midwest Trust Co 0.00% — 4,509 $355K
Davis R M Inc. 0.01% Reduce -1.1% 4,500 $354K
Walkner Condon Financial Advisors LLC 0.07% New 4,487 $353K
Raleigh Capital Management Inc. 0.15% Reduce -2.9% 4,467 $352K
Arbor Trust Wealth Advisors, LLC 0.17% Add +0.9% 4,461 $351K
Element Pointe Advisors, LLC 0.08% No change 4,441 $350K
U.S. Capital Wealth Advisors, LLC 0.01% Add +14.1% 4,432 $349K
Elmwood Wealth Management, Inc. 0.14% No change 4,425 $348K
Private Management Group Inc. 0.01% Add +3.2% 4,420 $348K
Running Point Capital Advisors, LLC 0.10% Add +2.2% 4,419 $348K
Quotient Wealth Partners, LLC 0.01% Add +5.7% 4,405 $347K
Vance Wealth, LLC 0.12% Reduce -13.6% 4,395 $346K
Twin City Private Wealth, LLC 0.28% Add +0.2% 4,379 $345K
Frontier Asset Management, LLC 0.09% Reduce -1.7% 4,371 $344K
OLIO Financial Planning 0.11% Reduce -47.8% 4,366 $344K
Investment Advisory Group, LLC 0.10% Add +1.5% 4,335 $341K
Pinnacle Wealth Management Advisory Group, LLC 0.03% No change 4,323 $340K
SVB Wealth LLC 0.02% New 4,322 $340K
Beacon Financial Advisory LLC 0.09% Reduce -11.9% 4,320 $340K
Chemistry Wealth Management LLC 0.07% No change 4,304 $339K
My Personal CFO, LLC 0.15% Reduce -4.2% 4,298 $338K
LJI Wealth Management, LLC 0.06% Add +27.6% 4,269 $336K
Syntegra Private Wealth Group, LLC 0.03% New 4,266 $336K
Modern Wealth Management, LLC 0.01% Reduce -63.8% 4,255 $335K
Elios Financial Group Inc. 0.15% Reduce -8.4% 4,247 $334K
Nabity-Jensen Investment Management Inc 0.25% No change 4,238 $334K
Dravo Bay LLC 0.16% Reduce -4.7% 4,232 $333K
Biltmore Family Office, LLC 0.06% Reduce -3.6% 4,232 $333K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.06% Add +1.8% 4,215 $332K
Rialto Wealth Management, LLC 0.09% Reduce -0.1% 4,205 $331K
Twin Peaks Wealth Advisors, LLC 0.11% Add +38.6% 4,201 $330K
Moors & Cabot, Inc. 0.02% Add +17.8% 4,194 $330K
Keb Asset Management, LLC 0.08% Reduce -3.3% 4,169 $328K
Legacy PCG, LLC 0.21% Reduce -37.1% 4,157 $327K
Harbor Investment Advisory, LLC 0.03% No change 4,157 $327K
First International Bank of Israel Ltd. 0.19% — 4,154 $327K
Kestra Investment Management, LLC 0.01% Reduce -31.3% 4,136 $325K
V2 Financial group LLC 0.20% Reduce -1.3% 4,110 $323K
Lockerman Financial Group, Inc. 0.43% Add +4.2% 4,081 $321K
Hanover Advisors Inc. 0.13% Reduce -1.0% 4,034 $317K
Camden National Bank 0.05% Reduce -2.4% 4,023 $317K
Darden Wealth Group Inc 0.19% New 4,014 $316K
Jacobi Capital Management LLC 0.02% Reduce -20.5% 4,008 $315K
2UniFi Bank 0.18% Add +54.8% 4,004 $315K
Argonautica Private Wealth Management, Inc. 0.10% Reduce -0.1% 3,980 $313K
Lakewood Asset Management LLC 0.21% Add +0.9% 3,979 $313K
Capital Advisors Inc. 0.01% No change 3,956 $311K
Insight Advisors, LLC/ PA 0.05% Add +0.1% 3,936 $310K
Penney Financial, LLC 0.16% Reduce -6.5% 3,930 $309K
Diversify Advisory Services, LLC 0.01% New 3,890 $306K
Fort Washington Investment Advisors Inc. 0.00% Reduce -51.8% 3,877 $305K
Wilmington Savings Fund Society, FSB 0.01% No change 3,860 $304K
Balentine LLC 0.01% No change 3,838 $302K
Berger Financial Group, Inc 0.02% Reduce -7.0% 3,828 $301K
Kelly Financial Services LLC 0.09% Add +5.7% 3,810 $300K
Nautilus Advisors LLC 0.22% No change 3,800 $299K
Money Concepts Capital Corp. 0.02% New 3,798 $299K
Monument Group Wealth Advisors, LLC 0.19% Reduce -67.7% 3,767 $296K
Astoria Portfolio Advisors LLC. 0.08% Add +4.8% 3,784 $296K
Keystone Financial Group, Inc. 0.19% Reduce -23.1% 3,757 $294K
Meridian Investment Counsel Inc. 0.08% No change 3,689 $290K
Aprio Wealth Management, LLC 0.03% Add +0.4% 3,684 $290K
Providence Capital Advisors, LLC 0.05% New 3,682 $290K
Northwest Bancshares, Inc. 0.05% Reduce -9.0% 3,677 $289K
Davis Wealth Advisors, LLC 0.31% Reduce -19.3% 3,673 $289K
Howard Capital Management Group, LLC 0.02% Reduce -0.5% 3,651 $287K
Hutchens & Kramer Investment Management Group, LLC 0.13% Add +32.1% 3,658 $287K
EnRich Financial Partners LLC 0.09% Add +10.2% 3,637 $286K
Florida Financial Advisors, LLC 0.07% New 3,632 $286K
Continuum Advisory, LLC 0.03% Reduce -66.2% 3,625 $285K
Security National Bank 0.05% No change 3,602 $283K
Maxele Advisors, LLC 0.25% No change 3,600 $283K
Watchman Group, Inc. 0.07% No change 3,579 $282K
Prospera Capital Management, LLC 0.16% Add +0.7% 3,588 $281K
B & T Capital Management DBA Alpha Capital Management 0.05% No change 3,559 $280K
Glass Jacobson Investment Advisors llc 0.11% Reduce -32.1% 3,550 $279K
McIlrath & Eck, LLC 0.03% Reduce -0.6% 3,547 $279K
Warren Street Wealth Advisors, LLC 0.09% New 3,545 $279K
Sterling Investment Advisors, Ltd. 0.06% No change 3,539 $279K
Cascade Investment Advisors, Inc. 0.18% No change 3,534 $278K
Penobscot Investment Management Company, Inc. 0.02% No change 3,528 $278K
Laird Norton Wetherby Wealth Management, LLC 0.01% — 3,528 $278K
Patriot Financial Group Insurance Agency, LLC 0.03% Reduce -33.7% 3,519 $277K
Strategic Wealth Partners, Ltd. 0.02% — 3,476 $274K
Jackson Thornton Wealth Management, LLC 0.03% Reduce -6.7% 3,472 $271K
Hoge Financial Services, LLC 0.17% New 3,432 $270K
Entrewealth, LLC 0.19% Reduce -13.9% 3,432 $270K
Atlas Wealth Partners, LLC 0.31% No change 3,426 $270K
Howe & Rusling Inc. 0.02% Reduce -2.4% 3,418 $269K
Rothschild Wealth LLC 0.07% Add +31.0% 3,415 $269K
Wincap Financial LLC 0.22% Reduce -96.2% 3,408 $268K
KFA Private Wealth Group, LLC 0.08% Add +0.3% 3,402 $268K
Dearborn Partners LLC 0.01% No change 3,388 $267K
Milestone Investment Advisors LLC 0.07% Reduce -43.6% 3,386 $267K
RiverGlades Family Offices LLC 0.17% No change 3,380 $266K
Pinnacle Bancorp, Inc. 0.08% Add +3.5% 3,376 $266K
E&G Advisors, LLC 0.07% No change 3,370 $265K
Vantage Financial Partners, LLC 0.06% Add +0.1% 3,366 $265K
WealthPLAN Partners, LLC 0.04% Reduce -1.6% 3,310 $260K
Wesbanco Bank Inc. 0.01% Add +2.8% 3,291 $259K
Moseley Investment Management Inc. 0.09% Reduce -2.8% 3,277 $258K
SBI Securities Co., Ltd. 0.01% Add +13.1% 3,249 $256K
Stonebridge Financial Planning Group, LLC 0.11% Add +2.3% 3,242 $255K
Summit Financial, LLC 0.01% New 3,227 $254K
Blue Chip Partners, LLC 0.02% Add +1.0% 3,209 $253K
Strategic Blueprint, LLC 0.01% Reduce -31.1% 3,196 $252K
High Net Worth Advisory Group LLC 0.07% No change 3,194 $251K
Shufro Rose & Co. LLC 0.02% Reduce -12.7% 3,187 $249K
Comprehensive Money Management Services LLC 0.19% No change 3,140 $247K
Retirement Guys Formula LLC 0.09% Reduce -0.7% 3,133 $245K
HUB Investment Partners, LLC 0.01% Add +4.5% 3,095 $244K
Mayflower Financial Advisors, LLC 0.03% Reduce -18.1% 3,090 $243K
Tenon Financial LLC 0.11% Add +0.9% 3,087 $243K
Summit Financial Strategies, Inc. 0.02% Reduce -60.4% 3,062 $241K
Red Tortoise LLC 0.12% Add +2.1% 3,053 $240K
L.M. Kohn & Company 0.06% Reduce -0.5% 3,048 $240K
Mission Creek Capital Partners, Inc. 0.05% Add +0.0% 3,041 $239K
Sebold Capital Management, Inc. 0.15% No change 3,019 $238K
Meritas Wealth Management, LLC 0.13% Reduce -2.8% 3,001 $236K
Montz Harcus Wealth Management LLC 0.11% New 2,993 $236K
Northstar Advisory Group, LLC 0.11% Reduce -5.4% 2,966 $233K
GWN Securities Inc. 0.04% Reduce -78.5% 2,948 $233K
Hilltop Partners LLC 0.07% Reduce -10.6% 2,952 $232K
Baskin Financial Services Inc. 0.02% No change 2,945 $231K
NCM Capital Management, LLC 0.09% No change 2,918 $230K
Wetzel Investment Advisors, Inc. 0.11% New 2,912 $229K
BridgePort Financial Solutions, LLC 0.08% New 2,911 $229K
Tarbox Family Office, Inc. 0.03% New 2,911 $229K
Three Bridge Wealth Advisors, LLC 0.06% Add +1.0% 2,908 $229K
Park National Corp. 0.01% Add +10.9% 2,902 $228K
Wolff Financial Management LLC 0.06% Add +1.9% 2,892 $228K
Dakota Wealth Management 0.00% Reduce -44.6% 2,877 $226K
BNC Wealth Management, LLC 0.07% Add +9.7% 2,872 $226K
Strategent Financial, LLC 0.17% No change 2,845 $224K
Cornerstone Planning Group LLC 0.05% Reduce -26.1% 2,837 $223K
Windsor Capital Management, LLC 0.06% Reduce -5.2% 2,831 $223K
Fisher Asset Management 0.00% New 2,818 $222K
Drive Wealth Management, LLC 0.05% No change 2,812 $221K
Invictus Private Wealth, LLC 0.01% New 2,789 $219K
Richardson Financial Services Inc. 0.15% Reduce -0.2% 2,773 $218K
Sterling Wealth Management, Inc. 0.07% — 2,763 $217K
American Money Management, LLC 0.04% No change 2,756 $217K
McNamara Financial Services, Inc. 0.04% Add +2.8% 2,754 $217K
Genesis Private Wealth, LLC 0.10% Add +0.1% 2,746 $216K
Atlas Legacy Advisors, LLC 0.05% No change 2,745 $216K
Journey Strategic Wealth LLC 0.01% Add +3.1% 2,737 $215K
Smith Thornton Advisors LLC 0.12% No change 2,728 $215K
Guardian Asset Advisors, LLC 0.12% No change 2,720 $214K
Optima Capital LLC 0.11% Reduce -13.6% 2,711 $213K
Sage Investment Counsel LLC 0.25% New 2,710 $213K
Coastwise Capital Group, LLC 0.17% New 2,704 $213K
Etesian Wealth Advisors, Inc. 0.08% Reduce -48.3% 2,694 $212K
Peoples Bank 0.13% New 2,685 $211K
Amara Financial, Llc. 0.19% New 2,671 $210K
Novak & Powell Financial Services, Inc. 0.15% Reduce -86.3% 2,669 $210K
Capital Investment Advisory Services, LLC 0.02% Reduce -10.7% 2,661 $209K
BIP Wealth, LLC 0.01% Reduce -40.7% 2,658 $209K
TrueWealth Financial Partners 0.12% New 2,653 $209K
Cape Investment Advisory, Inc. 0.08% Reduce -42.5% 2,645 $208K
Murphy & Mullick Capital Management Corp 0.17% Reduce -0.8% 2,651 $208K
NorthLanding Financial Partners, LLC 0.18% Reduce -89.9% 2,638 $208K
Granite FO LLC 0.12% Add +0.3% 2,628 $207K
Guyasuta Investment Advisors Inc. 0.01% Reduce -20.9% 2,609 $205K
Obsidian Personal Planning Solutions LLC 0.08% No change 2,604 $205K
Clear Point Advisors Inc. 0.17% New 2,598 $204K
Arcadia Wealth Management, Inc. 0.14% No change 2,584 $203K
Park Square Financial Group, LLC 0.15% Add +2.6% 2,582 $203K
Capital City Trust Co. 0.05% No change 2,578 $203K
XY Planning Network, Inc. 0.07% New 2,566 $202K
Ameriflex Group, Inc. 0.11% Reduce -2.2% 2,564 $202K
Accel Wealth Management 0.07% Add +0.2% 2,563 $202K
McMill Wealth Management 0.07% No change 2,561 $201K
Lodestar Private Asset Management LLC 0.02% Reduce -10.6% 2,560 $201K
Keebeck Wealth Management 0.03% New 2,552 $201K
Essex Bank 0.05% New 2,551 $201K
Latitude Advisors, LLC 0.10% New 2,547 $200K
Operose Advisors LLC 0.06% Add +2.0% 2,487 $196K
Lummis Asset Management, LP 0.13% No change 2,460 $194K
Richard W. Paul & Associates, LLC 0.07% Reduce -2.2% 2,314 $182K
American Capital Advisory, LLC 0.09% Reduce -63.2% 2,251 $177K
ESL Trust Services, LLC 0.04% Add +28.8% 2,235 $176K
LFA - Lugano Financial Advisors SA 0.10% New 2,246 $176K
Wood Tarver Financial Group, LLC 0.05% Reduce -6.5% 2,187 $172K
ORG Partners LLC 0.04% Add +32.7% 2,102 $165K
Roble, Belko & Company, Inc 0.02% No change 1,890 $149K
Hills Bank & Trust Co 0.01% New 1,880 $148K
Family Legacy Financial Solutions, LLC 0.12% — 1,840 $145K
MeadowBrook Investment Advisors LLC 0.13% No change 1,825 $141K
WPG Advisers, LLC 0.12% Reduce -54.8% 1,764 $139K
Pinney & Scofield, Inc. 0.09% Add +0.5% 1,704 $134K
DB Fitzpatrick & Co, Inc 0.12% No change 1,694 $133K
Asset Dedication, LLC 0.01% Add +366.9% 1,667 $131K
Colonial Trust Co / SC 0.02% No change 1,634 $129K
Coastline Trust Co 0.01% Reduce -11.4% 1,604 $126K
Curio Wealth, LLC 0.05% Add +39550.0% 1,586 $125K
Ritter Daniher Financial Advisory LLC / DE 0.03% No change 1,530 $120K
Tower View Wealth Management LLC 0.06% Add +1.0% 1,467 $115K
Keener Financial Planning LLC 0.06% Add +6.5% 1,467 $115K
Sunbelt Securities, Inc. 0.01% Add +26.8% 1,483 $115K
Chandler Asset Management, Inc. 0.02% New 1,400 $110K
Dunhill Financial, LLC 0.03% No change 1,389 $109K
JNBA Financial Advisors 0.01% Reduce -18.9% 1,369 $108K
Community Bank, N.A. 0.01% No change 1,350 $106K
Pacifica Partners Inc. 0.04% No change 1,292 $102K
Ameritas Investment Partners, Inc. 0.00% Add +0.3% 1,263 $99K
Hoey Investments, Inc. 0.01% Reduce -19.8% 1,259 $99K
Beacon Capital Management, LLC 0.01% Reduce -14.2% 1,241 $98K
WealthShield Partners, LLC 0.01% Add +2.7% 1,229 $97K
Founders Financial Alliance, LLC 0.02% Reduce -22.5% 1,198 $94K
Clean Yield Group 0.03% No change 1,189 $94K
Vermillion Wealth Management, Inc. 0.04% Reduce -20.0% 1,165 $92K
Front Row Advisors LLC 0.03% No change 1,132 $89K
Clear Investment Research, LLC 0.11% No change 1,107 $87K
Aventura Private Wealth, LLC 0.04% Reduce -5.5% 1,100 $87K
Maryland Capital Advisors Inc. 0.03% No change 1,085 $85K
Robinson Value Management, Ltd. 0.05% No change 1,066 $84K
Center for Financial Planning, Inc. 0.01% Reduce -32.2% 1,060 $83K
Atlas Capital Advisors Inc. 0.01% Add +30.8% 1,050 $83K
WealthCollab, LLC 0.04% Add +5.2% 1,018 $80K
Signature Resources Capital Management, LLC 0.05% Reduce -30.9% 1,017 $80K
Farmers & Merchants Trust Co of Chambersburg PA 0.03% Reduce -19.4% 1,019 $80K
Hanson & Doremus Investment Management 0.01% Reduce -22.1% 997 $78K
Elevation Wealth Partners, LLC 0.03% Add +0.9% 926 $73K
Medallion Wealth Advisors, LLC 0.03% Reduce -0.8% 917 $72K
Clark Wealth Partners 0.05% Reduce -52.6% 852 $67K
Sachetta, LLC 0.03% Add +1.9% 841 $66K
Tucker Asset Management LLC 0.02% Add +75.6% 834 $66K
MPWM Advisory Solutions, LLC 0.04% No change 832 $65K
Millstone Evans Group, LLC 0.04% No change 822 $65K
Bank of New Hampshire 0.01% No change 765 $60K
First Pacific Financial 0.01% New 760 $60K
Fortitude Family Office, LLC 0.02% Add +36.9% 753 $59K
Pacific Center for Financial Services 0.02% Reduce -3.8% 738 $58K
Grove Bank & Trust 0.01% No change 723 $57K
Crewe Advisors LLC 0.01% No change 717 $56K
Hantz Financial Services, Inc. 0.00% New 708 $56K
Brooklyn Investment Group 0.01% New 708 $56K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 707 $56K
Evolution Wealth Management Inc. 0.07% — 704 $55K
Creative Capital Management Investments LLC 0.02% No change 655 $52K
Lowe Wealth Advisors, LLC 0.02% No change 652 $51K
Horrell Capital Management, Inc. 0.02% No change 635 $50K
Peoples Financial Services Corp. 0.02% No change 625 $49K
Orion Capital Management LLC 0.02% No change 623 $49K
GPS Wealth Strategies Group, LLC 0.01% Reduce -15.0% 619 $49K
Russell Investments Group, Ltd. 0.00% New 616 $48K
Traub Capital Management LLC 0.04% — 600 $47K
Bristlecone Advisors, LLC 0.00% No change 600 $47K
Comprehensive Financial Planning, Inc. 0.04% Add +1.0% 581 $46K
Cedar Wealth Management, LLC 0.02% New 578 $45K
NFSG Corp 0.01% Reduce -14.0% 578 $45K
CX Institutional 0.00% Reduce -88.3% 559 $44K
Delos Wealth Advisors, LLC 0.03% New 551 $43K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +0.4% 535 $42K
DecisionPoint Financial, LLC 0.01% No change 525 $41K
Y.D. More Investments Ltd 0.00% No change 508 $40K
Signaturefd, LLC 0.00% Reduce -96.3% 508 $40K
Trust Co. of Toledo NA 0.00% New 497 $39K
North Capital, Inc. 0.03% No change 492 $39K
Bogart Wealth, LLC 0.00% Add +90.2% 487 $38K
Truvestments Capital LLC 0.01% Add +1.1% 470 $37K
GeoWealth Management, LLC 0.00% Add +1137.8% 458 $36K
Choate Investment Advisors 0.00% New 440 $35K
Versant Capital Management, Inc 0.01% Add +20.9% 428 $34K
Financial Perspectives, Inc 0.01% No change 427 $34K
Investors Research Corp 0.01% Add +0.5% 426 $34K
Affinity Wealth LLC 0.03% New 410 $32K
Fourth Dimension Wealth, LLC 0.01% No change 397 $31K
Clearstead Trust, LLC 0.01% Reduce -37.5% 393 $31K
Birchbrook, Inc. 0.02% Reduce -67.3% 390 $31K
Glen Eagle Advisors, LLC 0.00% No change 388 $31K
Angeles Wealth Management, LLC 0.00% New 378 $30K
Atlantic Union Bankshares Corp 0.00% New 362 $28K
United Community Bank 0.01% New 356 $28K
Winthrop Capital Management, LLC 0.01% No change 347 $27K
Quest 10 Wealth Builders, Inc. 0.03% No change 327 $26K
Anfield Capital Management, LLC 0.01% New 309 $24K
St Germain D J Co. Inc. 0.00% No change 300 $24K
Iron Horse Wealth Management, LLC 0.01% New 289 $23K
Bernard Wealth Management Corp. 0.01% No change 277 $22K
Caldwell Sutter Capital, Inc. 0.01% No change 267 $21K
CENTRAL TRUST Co 0.00% New 266 $21K
Sound Income Strategies, LLC 0.00% Add +39.5% 247 $19K
Fairman Group, LLC 0.02% No change 247 $19K
North Star Investment Management Corp. 0.00% New 247 $19K
Key Financial Inc 0.00% Add +58.1% 245 $19K
Tompkins Financial Corp. 0.00% No change 237 $19K
Sofi Wealth, LLC 0.00% Reduce -17.7% 232 $18K
Global Wealth Strategies & Associates 0.00% No change 205 $16K
Arcadia Investment Management Corp. 0.00% Reduce -16.7% 200 $16K
Copia Wealth Management 0.01% No change 190 $15K
WFA of San Diego, LLC 0.01% — 190 $15K
Painted Porch Advisors LLC 0.01% Add +1.7% 183 $14K
Physician Wealth Advisors, Inc. 0.00% No change 179 $14K
Manchester Capital Management LLC 0.00% No change 166 $13K
Costello Asset Management, INC 0.00% Add +1.2% 165 $13K
Elevation Point Wealth Partners, LLC 0.00% New 161 $13K
Tsfg, LLC 0.00% No change 152 $12K
American National Bank & Trust 0.00% No change 152 $12K
Guardian Wealth Advisors, LLC / NC 0.00% Reduce -24.0% 152 $12K
Longview Financial Advisors LLC 0.01% New 150 $12K
Johnson Financial Group, Inc. 0.00% Reduce -94.7% 150 $12K
Harbor Asset Planning, Inc. 0.01% — 148 $12K
Golden State Wealth Management, LLC 0.00% Reduce -96.9% 143 $11K
Peachtree Investment Partners, LLC 0.00% Add +3.8% 136 $11K
Chesapeake Asset Management LLC 0.01% No change 136 $11K
Investment Research & Advisory Group, Inc. 0.00% No change 134 $11K
HM Payson & Co. 0.00% New 130 $10K
Westside Investment Management, Inc. 0.00% No change 130 $10K
Covestor Ltd 0.01% New 109 $9K
Bangor Savings Bank 0.00% No change 112 $9K
Lowe Brockenbrough & Co. Inc. 0.00% New 110 $9K
Wolff Wiese Magana LLC 0.01% No change 103 $8K
Hazlett, Burt & Watson, Inc. 0.00% No change 100 $8K
SOA Wealth Advisors, LLC. 0.00% No change 96 $8K
Coston, McIsaac & Partners 0.00% Add +1.1% 93 $7K
Concord Wealth Partners 0.00% No change 74 $6K
Pflug Koory, LLC 0.00% New 65 $5K
Adirondack Trust Co. 0.00% Reduce -74.4% 53 $4K
Legacy Bridge, LLC 0.00% No change 50 $4K
High Note Wealth, LLC 0.00% New 50 $4K
Indiana Trust & Investment Management Co 0.00% No change 48 $4K
Rise Advisors, LLC 0.00% New 45 $4K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -4.4% 43 $3K
Alerus Financial NA 0.00% New 39 $3K
4Thought Financial Group Inc. 0.00% Add +3.5% 30 $2K
BOK Financial Private Wealth, Inc. 0.00% Reduce -78.7% 26 $2K
Creekmur Asset Management LLC 0.00% New 26 $2K
Hemington Wealth Management 0.00% No change 26 $2K
First Financial Corp. 0.00% No change 25 $2K
O'shaughnessy Asset Management, LLC 0.00% Reduce -82.8% 21 $2K
AllSquare Wealth Management LLC 0.00% New 20 $2K
GAMMA Investing LLC 0.00% Add +466.7% 17 $1K
Toronto Dominion Bank 0.00% New 16 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 15 $1K
Salem Investment Counselors Inc. 0.00% No change 15 $1K
Rakuten Securities, Inc. 0.00% Reduce -58.3% 10 $787
Vermillion & White Wealth Management Group, LLC 0.00% No change 9 $708
Decker Retirement Planning Inc. 0.00% Add +0.0% 9 $708
N.E.W. Advisory Services LLC 0.00% No change 9 $708
Graney & King, LLC 0.00% Reduce -85.0% 9 $686
SWAN Capital LLC 0.00% No change 3 $259
Pandora Wealth, Inc. 0.00% No change 3 $236
BlackRock, Inc. 0.00% New 1 $93
Gables Capital Management Inc. 0.00% No change 1 $79
Financial Connections Group, Inc. 0.00% No change 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.