Vanguard Short-Term Bond ETFBSVETF
13F holders, Q2 2025 (June 30)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
| Institutions | Total Value | |
|---|---|---|
| New Positions | 87 | $74.6M |
| Exits | 79 | $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.