Vanguard Short-Term Bond ETFBSVETF

13F holders, Q1 2026 (March 31)
1,346holders +23
96new positions
76sold out
4famous investors
$78.36avg. 13F price*

At the end of Q1 2026, 1,346 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 23 from Q4 2025. 96 opened new positions and 76 sold out. The largest holders were Mercer Global Advisors Inc. ($3.6B), Creative Planning ($2.9B) and JPMorgan Chase & Co. ($2.6B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions96$107.7M
Exits76$172.7M

All 13F filers, Q4 2025 → Q1 2026: 44,182,043 shares bought and 19,589,866 shares sold, net +24,592,177 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,346 holders

Mercer Global Advisors Inc. 5.27% Add +9.6% 45,430,446 $3.6B
Creative Planning 1.99% Add +43.2% 37,384,791 $2.9B
JPMorgan Chase & Co. 0.18% Add +2.7% 33,221,965 $2.6B
Envestnet Asset Management Inc. 0.66% Add +28.6% 31,520,462 $2.5B
Morgan Stanley 0.12% Reduce -20.1% 24,398,046 $1.9B
Empower Advisory Group, LLC 4.59% Add +7.5% 22,545,470 $1.8B
Goldman Sachs Group Inc. 0.20% Add +6.3% 19,710,804 $1.5B
Allworth Financial LP 5.59% Reduce -10.7% 17,525,641 $1.4B
Bank of America Corp. 0.07% Add +29.1% 12,644,333 $991.4M
Northern Trust Corp. 0.12% Add +1.5% 11,574,338 $907.5M
Truepoint, Inc. 12.62% Add +3.4% 7,217,987 $566.0M
LPL Financial LLC 0.15% Add +4.3% 7,122,050 $558.4M
Captrust Financial Advisors 0.88% Add +2.3% 6,435,212 $504.6M
Wells Fargo & Company 0.10% Add +1.5% 6,107,968 $478.9M
Lincoln National Corp. 8.86% Add +1.3% 3,904,033 $306.1M
Raymond James Financial Inc. 0.09% Add +7.2% 3,901,473 $305.9M
UBS Group AG 0.05% Add +8.3% 3,880,195 $304.2M
Corient Private Wealth LP 0.40% Add +10.5% 3,615,309 $282.4M
Royal Bank of Canada 0.05% Add +5.7% 3,461,252 $271.4M
Cerity Partners LLC 0.38% Add +3.3% 3,401,273 $266.7M
Sequoia Financial Advisors, LLC 1.49% Add +15.4% 3,378,481 $264.9M
Bank of New York Mellon Corp 0.04% Add +4.9% 2,896,476 $227.1M
Commonwealth Equity Services, LLC 0.31% Reduce -1.7% 2,847,873 $223.3M
Cetera Investment Advisers 0.21% Add +10.1% 2,562,512 $200.9M
True Link Financial Advisors, LLC 12.02% Add +3.9% 2,482,487 $194.7M
Purpose Unlimited Inc. 7.46% Add +61.8% 2,281,126 $178.9M
MetLife Investment Management, LLC 0.91% Reduce -2.6% 2,274,500 $178.3M
Focus Partners Wealth 0.19% Add +3.3% 2,136,503 $167.5M
Charles Schwab Investment Management Inc. 0.02% Add +0.0% 2,052,704 $161.0M
Wit, LLC 2.97% Add +78.9% 2,007,422 $157.4M
United Capital Financial Advisors, LLC 0.93% Reduce -30.6% 1,922,954 $150.7M
Truist Financial Corp. 0.20% Reduce -9.2% 1,876,808 $147.2M
Jones Financial Companies LLLP 0.07% Add +19.9% 1,832,755 $143.2M
Osaic Holdings, Inc. 0.21% Add +8.8% 1,822,593 $142.9M
Apella Capital, LLC 1.93% Reduce -0.3% 1,655,982 $130.1M
Valmark Advisers, Inc. 1.50% Add +4.9% 1,610,639 $126.3M
Northwestern Mutual Wealth Management Co. 0.08% Add +6.3% 1,605,463 $125.9M
Fifth Third Bancorp 0.23% Add +80.6% 1,590,842 $124.7M
National Philanthropic Trust 1.29% Add +86.9% 1,539,713 $120.7M
Cambridge Investment Research Advisors, Inc. 0.29% Add +8.8% 1,419,468 $111.3M
RW Investment Management LLC 10.15% — 1,337,847 $104.9M
&partners 0.50% Add +12.6% 1,296,496 $101.8M
Smithfield Trust Co 4.29% Reduce -0.9% 1,257,104 $98.5M
DAVENPORT & Co LLC 0.54% Add +7.6% 1,247,485 $97.8M
Ameriprise Financial Inc. 0.02% Add +5.5% 1,244,775 $97.8M
Beacon Pointe Advisors, LLC 0.51% Add +4.4% 1,227,073 $96.2M
RS Crum Inc. 18.08% Add +6.5% 1,192,235 $93.5M
Freestone Capital Holdings, LLC 2.81% Add +17.6% 1,178,149 $92.4M
World Investment Advisors 1.47% Add +6.0% 1,165,049 $91.4M
D.A. Davidson & Co. 0.50% Add +6.1% 1,059,778 $83.1M
Exchange Traded Concepts, LLC 0.63% Add +3.6% 1,051,293 $82.4M
Janney Montgomery Scott LLC 0.20% Add +11.0% 1,047,720 $82.2M
Peapack Gladstone Financial Corp. 1.03% Reduce -0.1% 1,030,165 $80.8M
Martel Wealth Advisors LLC 12.52% Add +6.1% 938,279 $73.6M
Envestnet Portfolio Solutions, Inc. 0.38% Reduce -80.2% 883,412 $69.3M
First Merchants Corp. 2.64% Add +9.2% 883,399 $69.3M
Integris Wealth Management, LLC 15.37% Add +4.5% 852,779 $66.9M
HighTower Advisors, LLC 0.07% Add +0.1% 845,989 $66.3M
Windward Private Wealth Management Inc. 22.85% Add +2.5% 843,187 $66.1M
Stifel Financial Corp. 0.06% Reduce -1.3% 840,618 $65.9M
Gemmer Asset Management LLC 5.08% Add +10.1% 820,442 $64.3M
MML Investors Services, LLC 0.18% Reduce -5.7% 820,049 $64.3M
Petersen Hastings Wealth Advisors Inc. 5.75% Add +6.7% 800,052 $62.7M
Vanguard Advisers Inc. 0.24% — 788,554 $61.8M
Capital Analysts, LLC 1.57% Add +6.5% 760,204 $59.6M
Savant Capital, LLC 0.28% Add +40.5% 751,045 $58.9M
Focus Partners Advisor Solutions, LLC 0.59% Add +182.8% 744,552 $58.4M
Prime Capital Investment Advisors, LLC 0.66% Add +0.5% 725,647 $56.9M
Charter Oak Capital Management, LLC 4.29% Reduce -9.8% 705,781 $55.3M
TD Capital Management LLC 4.90% Reduce -1.9% 694,812 $54.5M
Composition Wealth, LLC 0.74% Add +0.9% 684,544 $53.7M
Trajan Wealth LLC 2.17% Add +9.9% 684,435 $53.7M
Efficient Advisors, LLC 3.56% Reduce -17.0% 639,290 $50.1M
Vestmark Advisory Solutions, Inc. 0.55% Add +3.3% 633,874 $49.7M
Arbor Investment Advisors, LLC 6.42% Add +2.3% 628,847 $49.3M
Betterment LLC 0.09% Add +2.3% 628,308 $49.3M
Symmetry Partners, LLC 2.78% Reduce -0.2% 620,410 $48.6M
International City Management Association Retirement Corp 24.08% No change 599,500 $47.0M
Farther Finance Advisors, LLC 0.43% Add +22.9% 588,387 $46.0M
EverSource Wealth Advisors, LLC 1.35% Add +62.6% 564,718 $44.3M
Presilium Private Wealth, LLC 7.60% Add +4.9% 550,056 $43.1M
Annandale Capital, LLC 7.05% Add +1.7% 547,601 $42.9M
Tobias Financial Advisors, Inc. 5.93% Add +7.5% 543,467 $42.6M
Baird Financial Group, Inc. 0.06% Add +14.0% 517,565 $40.6M
Clark Asset Management, LLC 3.81% Add +10.5% 517,528 $40.6M
Old Peak Finance LLC 23.14% Add +4.9% 505,452 $39.6M
Partners in Financial Planning 6.21% Add +2.6% 477,374 $37.4M
Orion Porfolio Solutions, LLC 0.32% Add +16.4% 476,098 $37.3M
Mariner, LLC 0.04% Add +9.1% 462,288 $36.2M
Wealthquest Corp 2.53% Add +4.1% 455,014 $35.7M
Human Investing LLC 5.13% Reduce -4.2% 449,426 $35.2M
Savvy Advisors, Inc. 0.93% Add +11.2% 440,801 $34.6M
Voya Financial Advisors, Inc. 3.40% Add +8.4% 436,375 $34.1M
PDS Planning, Inc 2.23% Add +5.2% 432,009 $33.9M
NewEdge Advisors, LLC 0.12% Reduce -2.6% 424,838 $33.3M
Berkshire Money Management, Inc. 3.39% Add +3.6% 421,566 $33.1M
CreativeOne Wealth, LLC 0.77% Reduce -0.8% 421,109 $33.0M
Cullen/Frost Bankers, Inc. 0.37% Reduce -7.8% 412,409 $32.3M
Barr E S & Co. 1.86% Reduce -4.0% 407,575 $32.0M
Park Avenue Securities LLC 0.24% Add +9.1% 396,953 $31.1M
BlackRock, Inc. 0.00% Add +3.6% 386,215 $30.3M
Ancora Advisors LLC 0.64% Reduce -7.6% 381,909 $29.9M
Sage Financial Management Group, Inc. 9.10% Add +6.3% 377,685 $29.6M
Associated Banc-Corp 0.78% Add +10.6% 377,154 $29.6M
Avior Wealth Management, LLC 0.84% Add +3.1% 376,993 $29.6M
Principal Financial Group Inc. 0.02% Add +0.9% 373,249 $29.3M
Nisa Investment Advisors, LLC 0.11% Add +0.9% 373,051 $29.3M
Compass Planning Associates Inc 18.34% Add +26.7% 365,753 $28.7M
Beacon Capital Management, Inc. 1.56% Reduce -9.2% 353,073 $27.7M
Elevation Point Wealth Partners, LLC 0.64% Add +34.9% 343,535 $26.9M
Blair William & Co. 0.08% Add +3.1% 342,525 $26.9M
Atria Investments, Inc 0.30% Add +3.5% 337,328 $26.4M
Wealth Enhancement Advisory Services, LLC 0.06% Reduce -35.1% 343,200 $26.3M
AQR Capital Management 0.01% Add +16.9% 334,353 $26.2M
First Heartland Consultants, Inc. 1.98% Add +3.6% 330,177 $25.9M
Assetmark, Inc. 0.05% Add +1.9% 310,693 $24.4M
Graves Light Lenhart Wealth, Inc. 2.50% Add +3.6% 305,899 $24.0M
Lighthouse Financial Services Inc. 5.30% Add +1.2% 299,303 $23.5M
Blue Trust, Inc. 0.27% Reduce -23.6% 297,233 $23.3M
Discipline Wealth Solutions, LLC 2.44% Add +138.4% 295,424 $23.2M
Kwmg, LLC 1.91% Add +7.1% 291,229 $22.8M
Private Advisor Group, LLC 0.11% Add +6.8% 286,621 $22.5M
Bartlett & Co. Wealth Management LLC 0.29% Reduce -3.0% 288,159 $22.5M
BetterWealth, LLC 4.39% Add +3.9% 285,657 $22.4M
Steward Partners Investment Advisory, LLC 0.11% Add +5.2% 285,464 $22.4M
Greystone Financial Group, LLC 6.22% Reduce -39.8% 280,435 $22.0M
XML Financial, LLC 1.72% Add +8.2% 271,551 $21.3M
Trellis Wealth Advisors LLC 8.00% Add +8.0% 268,082 $21.0M
Kelman-Lazarov, Inc. 3.00% Add +0.3% 267,060 $20.9M
Lutz Financial Services LLC 1.39% Reduce -1.5% 264,007 $20.7M
NewEdge Wealth, LLC 0.25% Add +4.8% 263,832 $20.7M
Apollon Wealth Management, LLC 0.33% Add +8.7% 261,143 $20.5M
Parkside Financial Bank & Trust 1.55% Add +3.9% 257,919 $20.2M
Citigroup Inc. 0.01% Add +12.2% 254,526 $20.0M
McAdam, LLC 0.90% Add +6.0% 254,006 $19.9M
Evolution Advisers, Inc. 8.36% Add +8.5% 252,921 $19.8M
Wealth Dimensions Group, Ltd. 3.87% Add +1.7% 250,969 $19.7M
Kestra Advisory Services, LLC 0.07% Add +18.5% 245,544 $19.3M
Wiser Wealth Management, Inc 4.12% Add +7.1% 243,468 $19.1M
MilWealth Group LLC 4.54% Add +2.7% 243,212 $19.1M
Stephenson & Company, Inc. 10.30% Add +4.3% 242,227 $19.0M
Waterford Advisors, LLC 6.00% New 396,082 $18.9M
Fort Henry Capital, LLC 11.44% Add +4.4% 241,349 $18.9M
Brewster Financial Planning LLC 11.39% Add +1.6% 240,196 $18.8M
Factor Wealth Management LTD 3.54% Add +10.3% 240,073 $18.8M
Nwam LLC 1.08% Add +3.7% 239,528 $18.8M
Modera Wealth Management, LLC 0.22% Reduce -3.7% 238,360 $18.7M
Alaska Wealth Advisors, LLC 2.23% Add +7.8% 237,095 $18.6M
eCIO, Inc. 7.83% Add +17.8% 227,413 $17.8M
Level Financial Advisors 4.54% Add +8.1% 226,780 $17.8M
Silver Oak Advisory Group, Inc. 7.56% Add +6.4% 223,670 $17.5M
M&T Bank Corp 0.06% Add +0.5% 223,437 $17.5M
Bank of Montreal 0.01% Reduce -4.0% 222,935 $17.5M
Tillman Hartley LLC 4.31% Add +4.4% 219,178 $17.2M
Financial Engines Advisors L.L.C. 0.03% Reduce -2.1% 218,413 $17.1M
First Horizon Corp. 0.70% Add +1.1% 212,408 $16.7M
Your Advocates Ltd., LLP 5.07% Add +5.5% 211,843 $16.6M
HTG Investment Advisors, Inc. 4.73% Reduce -7.1% 211,339 $16.6M
OneDigital Investment Advisors LLC 0.16% Reduce -3.8% 210,004 $16.5M
TD Private Client Wealth LLC 0.34% Reduce -3.9% 208,114 $16.3M
Mustard Seed Financial, LLC 9.60% Add +1.7% 204,233 $16.0M
HUB Investment Partners, LLC 0.39% New 201,104 $15.8M
Safir Wealth Advisors, LLC 11.29% Add +0.4% 199,163 $15.6M
Brookstone Capital Management 0.17% Add +4.6% 193,999 $15.2M
US Bancorp \de 0.02% Reduce -73.7% 193,169 $15.1M
OneAscent Financial Services LLC 0.82% Add +96.2% 193,117 $15.1M
Cambridge Associates LLC /Ma/ 0.23% No change 186,624 $14.6M
SouthState Bank Corp 0.68% Add +2.7% 185,456 $14.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.83% Add +14.7% 185,081 $14.5M
PNC Financial Services Group, Inc. 0.01% Reduce -7.9% 184,993 $14.5M
Manufacturers Life Insurance Company, The 0.01% Reduce -36.7% 184,524 $14.5M
Concurrent Investment Advisors, LLC 0.16% Add +10.9% 183,970 $14.4M
SigFig Wealth Management, LLC 0.42% Add +9.5% 181,550 $14.2M
Alaska Permanent Capital Management, LLC 0.99% Add +4.3% 179,972 $14.1M
Vertrix Wealth Management, LLC 5.18% — 179,315 $14.1M
Disciplina Capital Management LLC 1.49% Add +14.7% 179,219 $14.1M
Bay Harbor Wealth Management, LLC 3.64% Add +5.6% 179,097 $14.0M
Great Valley Advisor Group, Inc. 0.25% Add +38.5% 176,606 $13.8M
Leavell Investment Management, Inc. 0.57% Add +10.3% 176,236 $13.8M
C M Bidwell & Associates Ltd. 6.39% Add +7.4% 174,383 $13.7M
Choreo, LLC 0.17% Add +4.0% 173,400 $13.6M
Frankly Finances, LLC 12.16% Add +3.4% 171,370 $13.4M
Oath Planning, LLC 11.82% Add +23.1% 169,639 $13.3M
Natixis Advisors, LLC 0.02% Add +5.3% 169,118 $13.3M
Farmers & Merchants Investments Inc. 0.36% Add +2.6% 168,036 $13.2M
National Bank of Canada 0.01% Reduce -67.9% 167,124 $13.1M
Stone Summit Wealth LLC 3.63% Add +9.1% 166,443 $13.1M
Waterloo Capital, L.P. 0.91% Add +74.5% 165,432 $13.0M
Smartleaf Asset Management LLC 0.47% Add +18.4% 164,517 $12.9M
3 Factor Indexing, LLC 12.14% — 163,967 $12.9M
Ames National Corp. 7.67% Add +8.7% 163,072 $12.8M
Colter Lewis Investment Partners LLC 12.02% Add +4491.8% 163,009 $12.8M
RFG Advisory, LLC 0.23% Add +1.1% 162,187 $12.7M
Vawter Financial, Ltd. 5.33% Reduce -0.1% 161,593 $12.7M
Eaton-Cambridge Inc. 3.96% Reduce -5.4% 161,346 $12.7M
Arax Advisory Partners 0.36% Add +4.8% 160,917 $12.6M
Kestra Private Wealth Services, LLC 0.15% Add +0.8% 159,916 $12.5M
REDW Wealth LLC 4.98% Reduce -4.6% 159,268 $12.5M
Alps Advisors Inc. 0.06% Reduce -59.2% 158,928 $12.5M
Elevate Wealth Advisory, Inc. 7.78% Add +2.2% 157,154 $12.3M
Eagle Rock Investment Company, LLC 1.79% Add +5.5% 157,035 $12.3M
Sovereign Financial Group, Inc. 2.11% Add +9.4% 154,771 $12.1M
Parker Financial LLC 4.76% Add +8.7% 152,228 $11.9M
Mutual Advisors, LLC 0.26% Add +8.4% 151,470 $11.9M
DiPaolo Financial Group, Inc. 8.60% Add +33.4% 150,688 $11.8M
Commerce Bank 0.06% Add +52.1% 150,229 $11.8M
Mountain Pacific Investment Advisers LLC 2.01% Reduce -4.6% 149,538 $11.7M
Adaptive Financial Consulting, LLC 4.43% Add +5.7% 147,485 $11.6M
Morris Financial Concepts, Inc. 3.92% Add +51.0% 147,436 $11.6M
City State Bank 2.99% Add +12.3% 146,766 $11.5M
Pines Wealth Management, LLC 3.71% Add +70.0% 146,105 $11.5M
Scotia Capital Inc. 0.05% Reduce -2.3% 145,719 $11.4M
CGN Advisors LLC 0.90% Add +4.8% 145,551 $11.4M
Columbia River Financial Group, LLC 6.53% Add +5.4% 143,423 $11.2M
Resolute Capital, LLC 4.55% Add +1.0% 143,160 $11.2M
United Services Automobile Association 1.32% No change 143,018 $11.2M
Fidato Wealth LLC 7.20% Add +2.7% 141,360 $11.1M
Sanctuary Advisors, LLC 0.06% Add +10.7% 140,115 $11.0M
Cornerstone Investment Partners, LLC 0.46% Reduce -0.1% 140,067 $11.0M
Sand Hill Global Advisors, LLC 0.37% Add +0.0% 139,622 $10.9M
Torrey-Payne Wealth Management, LLC 10.00% Add +1.1% 139,066 $10.9M
Crews Bank & Trust 1.58% Add +2.6% 138,627 $10.9M
Integrated Wealth Concepts LLC 0.09% Add +210.7% 138,278 $10.8M
Alkeme Wealth, LLC 4.42% Add +0.5% 137,992 $10.8M
Tribridge Partners Financial LLC 4.44% Reduce -0.4% 137,258 $10.7M
VCI Wealth Management LLC 2.95% Add +12.1% 135,800 $10.6M
Focus Financial Network, Inc. 0.38% Reduce -17.5% 135,672 $10.6M
Zeit Capital LLC 7.12% Add +10.5% 135,662 $10.6M
Main Street Financial Solutions, LLC 0.78% Add +61.2% 135,520 $10.6M
Cherry Tree Wealth Management, LLC 2.21% Add +3.0% 133,440 $10.5M
Headinvest, LLC 2.11% Reduce -3.1% 130,893 $10.3M
Hopwood Financial Services, Inc. 6.89% Add +13.1% 130,399 $10.2M
BNP Paribas Financial Markets 0.01% Reduce -56.2% 129,630 $10.2M
Cahill Financial Advisors Inc. 1.08% Reduce -10.7% 127,505 $10.0M
IFG Advisors, LLC 1.63% Reduce -5.6% 127,053 $10.0M
Kathmere Capital Management, LLC 0.60% Add +61.1% 123,783 $9.7M
Investment Planning Advisors, Inc. 2.65% Add +13.9% 122,956 $9.6M
Mgo One Seven LLC 0.19% Add +64.2% 122,459 $9.6M
White Lighthouse Investment Management Inc. 1.31% Add +2.4% 120,379 $9.4M
Harfst & Associates, Inc. 1.68% Add +1422.8% 120,193 $9.4M
Rockefeller Capital Management L.P. 0.02% Add +25.8% 120,022 $9.4M
Aspire Private Capital, LLC 2.08% Reduce -1.4% 117,271 $9.2M
Wealthspire Advisors, LLC 0.07% Reduce -3.5% 116,986 $9.2M
Virtus Wealth Solutions LLC 1.75% New 116,926 $9.2M
Rf&l Wealth Management, LLC 6.80% Add +4.5% 115,903 $9.1M
Mission Wealth Management, LP 0.19% New 115,748 $9.1M
Arcadia Wealth Management, LLC 3.28% Add +5.8% 115,571 $9.1M
Clarity Capital Advisors, LLC 4.20% Add +8.9% 115,007 $9.0M
Bleakley Financial Group, LLC 0.14% Add +3.1% 112,420 $8.8M
First American Trust, FSB 0.59% Reduce -11.7% 112,022 $8.8M
Forza Wealth Management, LLC 3.05% Add +1.9% 111,643 $8.8M
Cwm, LLC 0.02% Add +14.2% 111,533 $8.7M
Austin Asset Management Co Inc 1.47% Reduce -36.6% 111,499 $8.7M
Lynch Investment Planning, LLC 7.72% Add +15.8% 109,593 $8.6M
Fortis Advisors, LLC 4.30% Add +19.5% 109,356 $8.6M
Successful Portfolios LLC 4.72% Add +10.2% 109,326 $8.6M
TFC Financial Management, Inc. 1.05% Add +2.5% 108,948 $8.5M
Kintra Wealth, LLC 0.60% Add +590.0% 107,342 $8.4M
IHT Wealth Management, LLC 0.19% Add +0.5% 105,992 $8.3M
Parr McKnight Wealth Management Group, LLC 1.09% Add +9.4% 105,639 $8.3M
Cornerstone Financial Group, LLC 5.28% Add +16.9% 105,260 $8.2M
Essential Planning, LLC. 2.59% Add +8.4% 103,945 $8.2M
Regal Investment Advisors LLC 0.47% Add +18.9% 102,589 $8.0M
Krane Financial Solutions LLC 5.46% — 102,371 $8.0M
Capital Investment Advisors, LLC 0.11% Reduce -0.1% 100,200 $7.9M
Uptown Financial Advisors LLC 6.35% Add +10.2% 100,179 $7.9M
Compound Planning, Inc. 0.24% Add +35.7% 99,854 $7.8M
Capital Investment Management, Inc. 2.67% Add +7.4% 99,062 $7.8M
Culbertson A N & Co. Inc. 1.01% Add +3.7% 99,061 $7.8M
Pathstone Holdings, LLC 0.03% Add +67.0% 98,796 $7.7M
Earned Wealth Advisors, LLC 0.52% Add +10.8% 98,405 $7.7M
Principal Securities, Inc. 0.11% Add +8.7% 97,631 $7.7M
Mills Wealth Advisors LLC 2.65% Add +71.4% 96,934 $7.6M
Foundation Wealth Management, LLC\PA 2.68% Reduce -1.3% 96,904 $7.6M
Harbour Investments, Inc. 0.12% Add +23.2% 95,438 $7.5M
Diversified Portfolios, Inc. 0.61% Reduce -21.3% 95,401 $7.5M
Retiremitten Financial LLC 3.57% — 94,127 $7.4M
Bull Street Advisors, LLC 3.65% Reduce -12.1% 93,951 $7.4M
Bath Savings Trust Co 0.78% Add +12.6% 93,382 $7.3M
Merit Financial Group, LLC 0.05% Add +13.6% 93,119 $7.3M
Thrivent Financial for Lutherans 0.01% Add +7.6% 93,061 $7.3M
Investment Partners, LTD. 2.58% Add +8.8% 92,321 $7.2M
Echo45 Advisors LLC 4.06% Add +2.3% 91,971 $7.2M
Patriot Investment Management Group, Inc. 0.46% Add +15.9% 91,117 $7.1M
Prudent Man Advisors, LLC 2.14% Reduce -4.9% 91,092 $7.1M
Dynamic Advisor Solutions LLC 0.22% Reduce -4.3% 90,492 $7.1M
Precision Wealth Strategies, LLC 2.32% Reduce -16.5% 89,291 $7.0M
Strategic Investment Advisors / MI 0.48% Add +79.7% 89,157 $7.0M
Root Financial Partners, LLC 0.32% Add +103.6% 88,844 $7.0M
Ellevest, Inc. 0.97% Add +3.2% 88,808 $7.0M
Parallel Advisors, LLC 0.12% Add +2.8% 88,288 $6.9M
Houlihan Financial Resource Group, Ltd. 2.68% Reduce -0.5% 87,604 $6.9M
Slow Capital, Inc. 0.89% Add +7.7% 87,230 $6.8M
Ashton Thomas Private Wealth, LLC 0.16% Add +65.7% 86,834 $6.8M
PCG Asset Management, LLC 5.35% Add +8.7% 85,321 $6.7M
Brown Advisory Inc. 0.01% Reduce -25.0% 82,737 $6.5M
Bluestem Financial Advisors, LLC 2.50% Add +1.2% 82,716 $6.5M
Sfam, LLC 5.97% Add +4.2% 82,033 $6.4M
Planning Directions Inc. 3.24% Reduce -61.5% 81,713 $6.4M
AE Wealth Management LLC 0.03% Reduce -34.1% 81,622 $6.4M
WBH Advisory Inc. 0.48% Reduce -7.5% 81,371 $6.4M
Compass Financial Group, Inc. (Ohio) 4.60% Add +3.7% 80,195 $6.3M
Arcataur Capital Management LLC 1.75% Add +2.6% 80,188 $6.3M
Centennial Bank 2.25% Add +31.8% 80,028 $6.3M
Bull Oak Capital, LLC 2.39% Add +14.9% 79,367 $6.2M
Elevated Capital Advisors, LLC 1.55% Add +1.8% 78,699 $6.2M
Bank of Hawaii 0.32% Add +1.8% 78,659 $6.2M
Rathbones Group PLC 0.02% Reduce -9.8% 78,274 $6.1M
Prosperity Consulting Group, LLC 0.27% Add +6.9% 78,255 $6.1M
Phillips Financial Management, LLC 0.44% Reduce -23.7% 78,235 $6.1M
Maimon Wealth Management LTD. 5.35% Add +11.1% 77,905 $6.1M
Cacti Asset Management LLC 0.37% Add +86.8% 77,335 $6.1M
Retirement Wealth Solutions LLC 3.78% Add +8.4% 76,495 $6.0M
Sunesis Advisors, LLC 2.71% Reduce -9.6% 76,357 $6.0M
Members Advisory Group LLC 2.04% New 75,879 $5.9M
Pacific Park Financial, Inc. 3.88% Add +6.7% 75,734 $5.9M
Financial Plan, Inc. 0.64% Reduce -1.4% 75,695 $5.9M
Marquette Associates, Inc. 6.29% No change 73,690 $5.8M
Kanawha Capital Management LLC 0.41% Add +4.2% 73,480 $5.8M
Harbour Trust & Investment Management Co 0.60% Reduce -0.1% 72,475 $5.7M
BancFirst Trust & Investment Management 2.52% Add +0.2% 72,505 $5.7M
Darrow Company, Inc. 2.55% Reduce -1.8% 72,106 $5.7M
Oppenheimer & Co. Inc. 0.07% Reduce -29.4% 71,120 $5.6M
VestGen Advisors, LLC 0.16% Reduce -46.1% 71,491 $5.6M
Moneta Group Investment Advisors LLC 0.04% Reduce -3.8% 70,976 $5.6M
Manuka Financial, LLC 3.41% Add +4.2% 70,364 $5.5M
Integrity Investment Advisors, LLC 2.98% Add +4.9% 70,067 $5.5M
Ridgewood Investments LLC 2.23% — 69,547 $5.5M
Hohimer Wealth Management, LLC 0.67% Add +37.8% 69,223 $5.4M
Belleair Asset Management, LLC 4.91% Reduce -1.4% 68,718 $5.4M
Cooke Wealth Management, LLC 4.77% Add +8.6% 68,644 $5.4M
DGS Capital Management, LLC 0.88% Add +33.7% 67,822 $5.3M
JMN Financial LLC 5.22% Add +33.7% 67,721 $5.3M
Consilium Wealth Advisory, LLC 1.80% Add +2.1% 67,374 $5.3M
Ameritas Advisory Services, LLC 0.20% Reduce -7.3% 66,929 $5.2M
Ascentis Independent Advisors 0.40% Add +126.4% 66,709 $5.2M
Raffa Wealth Management, LLC 0.81% Reduce -5.2% 65,745 $5.2M
Hopwood Nicholas Hunter 1.61% Add +2.1% 64,711 $5.1M
Apex Wealth Management, LLC 3.41% New 63,357 $5.0M
Ferguson Johnson Wealth Management Inc 4.00% Add +3.6% 62,905 $4.9M
Financial Gravity Asset Management, Inc. 0.88% Reduce -0.2% 62,860 $4.9M
Cranbrook Wealth Management, LLC 1.00% Reduce -15.3% 62,702 $4.9M
Valpey Financial Services, LLC 3.19% Add +1.5% 62,607 $4.9M
Perigon Wealth Management, LLC 0.09% Add +7.4% 62,517 $4.9M
OMNI 360 Wealth, Inc. 2.53% Reduce -5.6% 62,514 $4.9M
Integrated Advisors Network LLC 0.25% Reduce -3.7% 61,955 $4.9M
Neumann Capital Management, LLC 1.42% Add +7.2% 61,618 $4.8M
Fonville Wealth Management LLC 0.92% Reduce -0.2% 61,437 $4.8M
Somnio Financial Group, LLC 3.16% Add +1.5% 61,356 $4.8M
DBK Financial Counsel, LLC 3.63% Add +7.8% 61,068 $4.8M
BHK Investment Advisors, LLC 1.60% Add +0.9% 61,032 $4.8M
Gladwyn Financial Advisors, Inc. 3.32% Add +2.9% 60,919 $4.8M
Kiley Juergens Wealth Management, LLC 0.84% Reduce -6.8% 60,505 $4.7M
Wealthfront Advisers LLC 0.01% Add +2.4% 59,986 $4.7M
Boston Family Office LLC 0.31% Reduce -5.6% 59,390 $4.7M
Karpus Management, Inc. 0.15% Reduce -1.5% 59,395 $4.7M
MAI Capital Management 0.03% Add +63.0% 58,806 $4.6M
Sterling Financial Planning, Inc. 1.36% Add +11.3% 58,630 $4.6M
Ti-Trust, Inc. 2.72% Add +7.5% 58,299 $4.6M
Welch & Forbes LLC 0.06% Reduce -2.0% 57,819 $4.5M
Alliancebernstein L.P. 0.00% Reduce -1.6% 56,487 $4.5M
TD Waterhouse Canada Inc. 0.01% Add +92.8% 56,405 $4.4M
United Financial Planning Group LLC 2.58% Add +15.0% 55,691 $4.4M
Advisory Services Network, LLC 0.06% Reduce -52.4% 55,685 $4.4M
FIDELIS iM, LLC 1.65% Reduce -2.5% 55,484 $4.4M
Per Stirling Capital Management, LLC. 0.48% Add +6.5% 55,363 $4.3M
Courage Miller Partners, LLC 1.22% Add +0.5% 55,128 $4.3M
Arrowroot Family Office, LLC 1.43% Reduce -19.2% 54,988 $4.3M
Man Group plc 0.01% Reduce -56.6% 54,717 $4.3M
Signal Tree Financial Partners LLC 3.20% Add +2.8% 54,073 $4.2M
Sterling Investment Management, LLC 2.53% Reduce -3.5% 53,881 $4.2M
Parkwoods Wealth Partners, LLC 1.02% Add +276.9% 53,310 $4.2M
Haverford Trust Co 0.04% Reduce -1.2% 53,310 $4.2M
Wealth Architects, LLC 0.37% Reduce -0.5% 53,182 $4.2M
Sigma Planning Corp 0.12% Add +6.9% 53,106 $4.2M
Brighton Jones LLC 0.09% New 52,951 $4.2M
Infinity Wealth Counsel, LLC 3.81% Reduce -1.0% 52,933 $4.2M
Beaird Harris Wealth Management, LLC 0.28% Reduce -18.6% 52,671 $4.1M
Galvin, Gaustad & Stein, LLC 0.33% Reduce -35.6% 52,224 $4.1M
Pinnacle Financial Partners, Inc. 0.03% Reduce -11.7% 52,190 $4.1M
Voya Investment Management LLC 0.00% Reduce -1.9% 51,105 $4.0M
FLC Capital Advisors 0.72% Add +3.0% 50,724 $4.0M
Fifth Third Securities, Inc. 0.26% Reduce -1.3% 50,545 $4.0M
Agf Management Ltd. 0.02% Reduce -1.1% 49,995 $3.9M
B. Riley Wealth Advisors, Inc. 0.25% Add +3.0% 49,528 $3.9M
Rockbridge Investment Management, LCC 0.35% Reduce -0.9% 49,457 $3.9M
Sage Investment Advisers LLC 2.87% Add +4.9% 49,543 $3.9M
Connecticut Wealth Management, LLC 0.16% Reduce -7.1% 49,066 $3.8M
Pure Financial Advisors, LLC 0.06% Reduce -2.3% 48,649 $3.8M
Ackerman Capital Advisors, LLC 0.78% Add +7.6% 48,472 $3.8M
Good Harbor Advisors, Inc. 4.10% Add +5.0% 47,871 $3.8M
TCTC Holdings, LLC 0.11% No change 47,755 $3.7M
Oppenheimer Asset Management Inc. 0.04% Add +10.4% 47,528 $3.7M
Colorado Capital Management, Inc. 1.38% Add +6.2% 47,285 $3.7M
Eastern Bank 0.06% Add +4.3% 47,205 $3.7M
Vanguard National Trust Co 0.23% — 46,890 $3.7M
Foster Group, Inc. 0.11% Add +1.5% 46,819 $3.7M
Valley Wealth Managers, Inc. 0.24% Add +10.9% 46,799 $3.7M
TCI Wealth Advisors, Inc. 0.19% Add +2.9% 46,755 $3.7M
BLB&B Advisors, LLC 0.15% Add +17.9% 46,591 $3.7M
Calton & Associates, Inc. 0.52% Add +3.8% 46,219 $3.6M
Arkadios Wealth Advisors 0.06% Add +0.9% 45,964 $3.6M
Stephens Inc. 0.04% Add +5.1% 45,591 $3.6M
HT Partners LLC 1.08% Add +1.4% 45,510 $3.6M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.06% Reduce -4.0% 45,466 $3.6M
Sellwood Investment Partners LLC 1.40% Reduce -0.7% 45,331 $3.6M
Benjamin Edwards Inc. 0.04% Add +6.3% 45,175 $3.5M
Vistica Wealth Advisors, LLC 3.52% Add +19.9% 45,101 $3.5M
Moller Wealth Partners 0.70% Add +1.6% 45,023 $3.5M
McNaughton Wealth Management, LLC 1.46% Add +7.9% 45,022 $3.5M
Lodestone Wealth Management LLC 1.40% Add +4.8% 44,892 $3.5M
Carnegie Investment Counsel 0.07% Reduce -0.2% 44,828 $3.5M
Meridian Wealth Management, LLC 0.12% Reduce -7.3% 44,818 $3.5M
Koss-Olinger Consulting, LLC 0.29% Add +1224.3% 44,548 $3.5M
Red Mountain Financial, LLC 3.26% Add +3.0% 44,176 $3.5M
Caldwell Trust Co 0.31% Add +18.9% 43,913 $3.4M
HB Wealth Management, LLC 0.02% Reduce -14.6% 43,330 $3.4M
Independent Advisor Alliance 0.04% Add +811.2% 43,290 $3.4M
Wescott Financial Advisory Group, LLC 0.30% Add +3.3% 43,251 $3.4M
Evensky & Katz LLC 0.19% Add +7.8% 42,878 $3.4M
Citadel Advisors 0.00% Reduce -78.1% 42,861 $3.4M
Citizens Financial Group Inc. 0.05% Reduce -12.3% 42,760 $3.4M
Kavar Capital Partners Group, LLC 0.42% New 42,538 $3.3M
Brand Asset Management Group, Inc. 0.86% Reduce -3.0% 42,382 $3.3M
Traveka Wealth, LLC 1.26% Reduce -1.2% 42,167 $3.3M
Patten Group, Inc. 0.57% Reduce -2.2% 41,957 $3.3M
EP Wealth Advisors, LLC 0.02% Add +19.4% 41,809 $3.3M
First Hawaiian Bank 0.46% Reduce -0.0% 41,615 $3.3M
Lanark Financial, Inc. 0.24% Add +1.1% 41,430 $3.2M
Bryn Mawr Trust Advisors, LLC 0.16% Add +2.9% 41,406 $3.2M
Affinity Capital Advisors, LLC 0.45% Reduce -4.0% 40,526 $3.2M
Arbor Wealth Advisors LLC 2.22% Add +14.4% 40,303 $3.2M
Towne Trust Company, N.A 1.01% Add +24.3% 39,918 $3.1M
Silver Oak Securities, Incorporated 0.23% Add +3.5% 39,837 $3.1M
Stratos Wealth Partners, LTD. 0.04% Add +0.5% 39,587 $3.1M
Pearl Planning LLC 1.66% Add +20.7% 39,551 $3.1M
Forum Private Client Group LLC 1.03% Reduce -13.6% 39,443 $3.1M
Websterrogers Financial Advisors, LLC 0.88% Reduce -0.8% 39,182 $3.1M
Lazard Asset Management LLC 0.01% No change 39,144 $3.1M
Performance Wealth Partners, LLC 0.09% No change 38,504 $3.0M
Aletheian Wealth Advisors LLC 1.46% — 38,109 $3.0M
Robinswood Financial LLC 0.94% Reduce -2.4% 38,024 $3.0M
Cornerstone Wealth Management, LLC 0.15% Add +19.2% 37,963 $3.0M
Opus Financial Solutions LLC 2.80% Reduce -2.2% 37,881 $3.0M
Leeward Financial Partners, LLC 0.88% Reduce -1.1% 37,777 $3.0M
MCF Advisors LLC 0.13% Add +0.5% 37,273 $2.9M
Aspirean Wealth, LLC 3.17% Reduce -0.2% 37,255 $2.9M
Geneos Wealth Management Inc. 0.07% Add +1.4% 37,222 $2.9M
Vise Technologies, Inc. 0.06% No change 36,994 $2.9M
Prostatis Group LLC 0.74% Reduce -12.3% 37,050 $2.9M
Leo H. Evart, Inc. 2.48% — 37,039 $2.9M
Coordinated Financial Services, Inc. 1.69% Add +34.9% 36,997 $2.9M
FC Advisory LLC 0.84% Add +0.3% 36,904 $2.9M
Ally Invest Advisors Inc. 0.19% Add +3.1% 36,360 $2.9M
Alesco Advisors, LLC, An ESL Co 0.07% Reduce -11.3% 36,281 $2.8M
SageView Advisory Group, LLC 0.10% Reduce -35.9% 36,232 $2.8M
Acropolis Investment Management, LLC 0.12% Reduce -8.3% 35,716 $2.8M
Allodium Investment Consultants, LLC 1.33% Add +28.9% 35,527 $2.8M
Alpha Omega Wealth Management LLC 0.45% Reduce -1.2% 35,413 $2.8M
Westfuller Advisors, LLC 1.20% Reduce -10.8% 35,411 $2.8M
Summit Wealth Partners, LLC 0.44% Add +5.4% 35,093 $2.8M
First National Bank of Omaha 0.08% Add +1.5% 35,092 $2.7M
Woodside Wealth Management LLC 2.14% Add +16.1% 34,917 $2.7M
Evanson Asset Management, LLC 0.15% Add +4.2% 34,770 $2.7M
Legacy Financial Group LLC 0.34% Reduce -7.2% 34,394 $2.7M
Plancorp, LLC 0.08% Add +0.1% 34,415 $2.7M
Yukon Wealth Management, Inc. 1.60% Reduce -17.3% 34,224 $2.7M
Legacy Wealth Partners, LLC 0.67% Add +10.4% 33,879 $2.7M
Becker Capital Management Inc. 0.08% Reduce -41.3% 33,853 $2.7M
Greenspring Advisors, LLC 0.16% Add +1.1% 33,830 $2.7M
Naples Global Advisors, LLC 0.19% Add +15.9% 33,762 $2.6M
Jacobsen Capital Management 0.88% Add +2.9% 33,402 $2.6M
Central Pacific Bank - Trust Division 0.34% Reduce -61.1% 32,988 $2.6M
Avion Wealth 0.53% Reduce -1.1% 32,837 $2.6M
Columbia Asset Management 0.49% Add +0.1% 32,707 $2.6M
Eclectic Associates Inc. 0.34% Add +2.5% 32,439 $2.5M
Roundview Capital LLC 0.16% Add +3.3% 32,423 $2.5M
Richmond Brothers, Inc. 1.69% Reduce -6.3% 32,400 $2.5M
Proffitt & Goodson Inc. 0.39% Add +3.7% 32,363 $2.5M
American Investment Services, Inc. 0.56% Add +11.7% 32,288 $2.5M
Aua Capital Management, LLC 1.29% Reduce -1.6% 32,234 $2.5M
Enstar Group LTD 1.16% No change 32,166 $2.5M
Cary Street Partners Financial LLC 0.06% Add +1.1% 31,760 $2.5M
Cerity Partners Retirement Plan Advisors LLC 1.27% — 31,768 $2.5M
Compass Wealth Management LLC 0.61% Add +32.3% 31,721 $2.5M
Everett Harris & Co. 0.03% Reduce -10.5% 31,494 $2.5M
Old Port Advisors 0.57% Add +0.5% 31,358 $2.5M
Brighton Securities Corp. 1.18% Add +20.8% 31,152 $2.4M
Level Wealth Management LLC 1.14% Add +2.3% 30,947 $2.4M
Calamos Wealth Management LLC 0.08% Reduce -1.4% 30,941 $2.4M
Calamos Advisors LLC 0.01% New 30,941 $2.4M
Mma Asset Management LLC 0.85% No change 30,694 $2.4M
Koshinski Asset Management, Inc. 0.15% Add +4.3% 30,518 $2.4M
PFG Advisors 0.12% Add +4.1% 30,485 $2.4M
Good Steward Wealth Advisors,LLC 1.52% Add +8.1% 30,236 $2.4M
Family Wealth Partners, LLC 0.81% Reduce -2.4% 30,191 $2.4M
FSB Premier Wealth Management, Inc. 0.73% Add +2.7% 29,761 $2.3M
Soltis Investment Advisors LLC 0.15% Add +0.4% 29,618 $2.3M
Independent Financial Group, LLC 0.05% Reduce -2.4% 29,554 $2.3M
Waverly Advisors, LLC 0.02% Add +30.7% 29,492 $2.3M
180 Wealth Advisors, LLC 0.26% Reduce -2.6% 29,338 $2.3M
Bragg Financial Advisors, Inc 0.07% Reduce -4.0% 29,202 $2.3M
Ethos Financial Group, LLC 0.17% Add +14.2% 29,072 $2.3M
Bfsg, LLC 0.21% Reduce -48.5% 28,469 $2.2M
Mosaic Family Wealth Partners, LLC 0.23% Reduce -5.6% 28,441 $2.2M
Capital Advisors, Ltd. LLC 0.25% Add +13.8% 28,379 $2.2M
Provident Wealth Management, LLC 0.67% Reduce -2.9% 28,223 $2.2M
Old National Bancorp 0.04% Reduce -21.1% 28,205 $2.2M
Atlanta Consulting Group Advisors, LLC 0.47% New 28,111 $2.2M
HMV Wealth Advisors, LLC 1.03% Reduce -11.9% 28,087 $2.2M
Certior Financial Group, LLC 1.40% Add +1.7% 28,068 $2.2M
Whittier Trust Co. 0.02% Reduce -7.2% 27,984 $2.2M
Sax Wealth Advisors, LLC 0.11% No change 27,692 $2.2M
Baker Avenue Asset Management, LP 0.05% Reduce -1.8% 27,791 $2.2M
Massachusetts Wealth Management 0.94% Reduce -1.8% 27,742 $2.2M
IFP Advisors, Inc 0.05% Reduce -8.0% 27,725 $2.2M
American Financial & Tax Strategies Inc. 1.05% Reduce -3.8% 27,606 $2.2M
Harpswell Capital Advisors, LLC 1.61% Add +60.3% 27,506 $2.2M
Equitable Holdings, Inc. 0.01% Add +88.9% 27,407 $2.2M
Navalign, LLC 0.54% Reduce -0.7% 27,397 $2.1M
Endeavor Private Wealth, Inc. 0.61% Reduce -21.6% 27,321 $2.1M
Crestwood Advisors Group, LLC 0.04% Reduce -23.1% 27,292 $2.1M
Bluedoor Private Wealth, LLC 0.99% Reduce -1.5% 27,259 $2.1M
Thompson Investment Management, Inc. 0.28% Add +4.2% 27,251 $2.1M
Evergreen Wealth Management, LLC 1.10% Add +1.7% 27,215 $2.1M
GreatBanc Trust CO 1.49% Reduce -4.7% 27,121 $2.1M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.90% Reduce -0.4% 27,018 $2.1M
Moisand Fitzgerald Tamayo, LLC 0.23% Reduce -3.0% 26,913 $2.1M
Summit Wealth Group LLC / Co. 0.22% Add +18.9% 26,472 $2.1M
Everhart Financial Group, Inc. 0.18% Reduce -1.4% 26,603 $2.1M
Madrid Wealth Management, LLC 1.57% Add +0.8% 26,538 $2.1M
Spire Wealth Management 0.07% Add +2.1% 26,505 $2.1M
LifePlan Investment Advisors, Inc. 0.82% Add +12.9% 26,468 $2.1M
Marathon Wealth Advisors LLC 0.84% Add +1.0% 26,153 $2.1M
Avidian Wealth Enterprises, LLC 0.06% Add +34.6% 26,114 $2.0M
Capital Asset Managemnet, LLC 2.30% Add +8.2% 26,065 $2.0M
Mengis Capital Management, Inc. 0.35% Reduce -13.3% 25,968 $2.0M
Cheviot Value Management, LLC 0.20% Reduce -0.7% 25,902 $2.0M
Absolute Capital Management, LLC 0.67% Add +9.7% 25,811 $2.0M
Paladin Partners, LLC 1.46% Add +3.4% 25,807 $2.0M
Tritonpoint Wealth, LLC 0.22% New 25,639 $2.0M
Fiduciary Group, LLC 0.17% Reduce -8.0% 25,637 $2.0M
Dorsey & Whitney Trust CO LLC 0.11% Add +26.2% 25,549 $2.0M
Chicago Partners Investment Group LLC 0.04% Add +11.2% 25,460 $2.0M
CoreCap Advisors, LLC 0.07% Add +12.6% 25,293 $2.0M
J. Safra Sarasin Holding AG 0.03% No change 25,000 $2.0M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.24% Add +2.8% 24,913 $2.0M
Fiduciary Advisors, Inc. 1.47% Reduce -0.3% 24,889 $2.0M
Kovack Advisors, Inc. 0.10% Add +0.5% 24,840 $1.9M
Bokf, NA 0.03% Add +1.6% 24,758 $1.9M
Lido Advisors, LLC 0.01% Reduce -3.0% 24,674 $1.9M
First Interstate Bank 0.11% Add +6.2% 24,626 $1.9M
Joel Isaacson & Co., LLC 0.06% Add +12.2% 24,482 $1.9M
PFG Investments, LLC 0.09% Add +29.7% 24,092 $1.9M
Family Legacy, Inc. 0.57% Reduce -1.8% 24,016 $1.9M
SC&H Financial Advisors, Inc. 0.28% Add +0.4% 23,982 $1.9M
Wedbush Securities Inc. 0.05% Add +1.9% 23,871 $1.9M
Mitchell McLeod Pugh & Williams Inc. 0.28% Add +7.5% 23,841 $1.9M
Pacific Financial Group Inc. 1.01% Add +1.9% 23,829 $1.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% — 23,753 $1.9M
Hardy Reed LLC 0.14% Reduce -4.0% 23,666 $1.9M
Greenbush Financial Group, LLC 0.61% Add +15.2% 23,548 $1.8M
Western Wealth Management, LLC 0.07% Add +76.3% 23,503 $1.8M
Nations Financial Group Inc, /Ia/ 0.09% Add +7.1% 23,303 $1.8M
PAX Financial Group, LLC 0.31% Reduce -7.6% 23,140 $1.8M
Evolution Wealth Advisors, LLC 0.18% Add +38.2% 23,009 $1.8M
Stonebridge Financial Group, LLC 0.15% Add +12.1% 22,888 $1.8M
Cahaba Wealth Management, Inc. 0.12% Add +0.7% 22,777 $1.8M
Northwest Wealth Management, LLC 0.27% Reduce -4.4% 22,761 $1.8M
Gateway Wealth Partners, LLC 0.07% Add +534.1% 22,452 $1.8M
Cadent Capital Advisors, LLC 0.46% Reduce -6.3% 22,397 $1.8M
ATLas Financial Planning LLC 1.57% Add +30.9% 22,282 $1.7M
Grey Fox Wealth Advisors, LLC 0.33% Add +16.2% 22,100 $1.7M
Protective Life Corp. 5.75% New 22,053 $1.7M
Anchor Capital Advisors LLC 0.05% Reduce -37.6% 21,687 $1.7M
Maseco LLP 0.05% Reduce -6.8% 21,616 $1.7M
Oak Grove Capital LLC 0.29% New 21,290 $1.7M
Freedom Investment Management, Inc. 0.49% Reduce -4.8% 21,126 $1.7M
Tiaa Trust, National Association 0.10% Reduce -49.7% 21,071 $1.7M
Evoke Wealth, LLC 0.03% Add +69.5% 21,046 $1.7M
Howard Financial Services, LTD. 0.19% Reduce -41.2% 21,046 $1.7M
Rosenberg Matthew Hamilton 0.34% Reduce -3.8% 21,043 $1.6M
Level Four Advisory Services, LLC 0.05% Add +6.5% 20,925 $1.6M
Aerodigm Wealth, LLC 0.62% Add +1.5% 20,895 $1.6M
Outlook Wealth Advisors, LLC 0.40% New 20,871 $1.6M
UMB Bank, n.a. 0.02% Add +16.0% 20,822 $1.6M
One Wealth Map LLC 0.79% Add +6.5% 20,732 $1.6M
StoneX Group Inc. 0.09% Add +9.8% 20,532 $1.6M
Rothschild Investment LLC 0.08% Add +21.1% 20,228 $1.6M
Selective Wealth Management, Inc. 0.47% Reduce -9.9% 20,237 $1.6M
Deutsche Bank AG 0.00% Reduce -11.3% 20,070 $1.6M
Montag A & Associates Inc. 0.07% Reduce -1.1% 19,927 $1.6M
Powerhouse Assets LLC 1.36% Add +0.1% 19,878 $1.6M
Kingsview Wealth Management, LLC 0.02% Reduce -13.0% 19,791 $1.6M
Allen Investment Management, LLC 0.02% Add +1.6% 19,766 $1.5M
Neuberger Berman Group LLC 0.00% Reduce -14.7% 19,760 $1.5M
NBT Bank, N.A. 0.10% Add +0.1% 19,723 $1.5M
FMR LLC 0.00% Reduce -17.6% 19,687 $1.5M
Global Wealth Management Investment Advisory, Inc. 0.24% Reduce -4.3% 19,551 $1.5M
PCM Encore, LLC 0.31% Reduce -15.6% 19,448 $1.5M
Security Financial Services, INC. 0.24% Add +3.1% 19,373 $1.5M
Flagstar Securities, Inc. 0.55% Reduce -16.0% 19,254 $1.5M
Sagace Wealth Management LLC 1.02% Reduce -5.8% 19,222 $1.5M
Hickory Point Bank & Trust 0.99% Add +36.3% 19,215 $1.5M
Parisi Gray Wealth Management 0.36% New 19,201 $1.5M
Peregrine Asset Advisers, Inc. 0.40% Reduce -0.0% 19,099 $1.5M
Signal Advisors Wealth, LLC 0.10% Add +0.0% 18,937 $1.5M
M Holdings Securities, Inc. 0.10% Add +3.6% 18,937 $1.5M
Novak & Powell Financial Services, Inc. 0.79% Reduce -3.3% 18,783 $1.5M
Hollencrest Capital Management 0.05% Add +19.4% 18,696 $1.5M
Financial Concepts Unlimited, Inc. 1.31% — 18,592 $1.5M
AMG National Trust Bank 0.03% Add +96.3% 18,564 $1.5M
Ashton Thomas Securities, LLC 0.18% Add +10.3% 18,283 $1.4M
Keybank National Association 0.01% Reduce -1.6% 18,100 $1.4M
Hershey Financial Advisers, LLC 1.22% Add +34.3% 18,066 $1.4M
Flagship Harbor Advisors, LLC 0.06% Add +23.0% 18,050 $1.4M
Verum Partners LLC 0.27% Reduce -17.5% 18,029 $1.4M
Kondo Wealth Advisors, Inc. 0.53% Add +1.3% 17,841 $1.4M
Asset Allocation & Management Company, LLC 0.52% No change 17,772 $1.4M
MassMutual Private Wealth & Trust, FSB 0.04% Reduce -2.9% 17,679 $1.4M
Womack Financial LLC 1.02% Reduce -5.9% 17,677 $1.4M
Ascent Wealth Partners, LLC 0.16% Reduce -28.9% 17,456 $1.4M
Argent Trust Co 0.05% Add +50.2% 17,428 $1.4M
Aegis Wealth Management LLC 0.77% Add +4.3% 17,235 $1.4M
Waller Financial Planning Group, Inc. 0.30% Reduce -2.9% 17,206 $1.3M
Aries Wealth Management 0.29% Reduce -0.8% 17,026 $1.3M
Johnson Investment Counsel Inc. 0.01% New 16,986 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Add +22.2% 16,889 $1.3M
Juncture Wealth Strategies, LLC 0.44% Reduce -4.0% 16,700 $1.3M
Syntegra Private Wealth Group, LLC 0.12% Reduce -2.0% 16,620 $1.3M
RCS Financial Planning, LLC 0.67% Reduce -0.1% 16,461 $1.3M
L.K. Benson & Company, P.C. 0.42% Add +0.5% 16,373 $1.3M
Gotham Asset Management 0.00% Add +36.9% 16,292 $1.3M
Legacy Solutions, LLC 1.18% Add +9.0% 16,259 $1.3M
Rockwood Wealth Management, LLC 0.09% Reduce -2.5% 16,136 $1.3M
Dakota Wealth Management 0.03% Reduce -13.8% 16,045 $1.3M
Transamerica Financial Advisors, LLC 0.11% Add +119.2% 16,033 $1.3M
BDFS Capital LLC 0.60% Reduce -0.3% 16,006 $1.3M
Aprio Wealth Management, LLC 0.07% Add +207.7% 15,912 $1.2M
LongView Wealth Management 0.31% Reduce -21.5% 15,860 $1.2M
Guidance Capital, Inc. 0.28% Add +6.0% 15,874 $1.2M
Riverbend Wealth Management, LLC 0.76% Add +3.0% 15,640 $1.2M
Smithbridge Asset Management Inc. 0.18% New 15,550 $1.2M
Aureus Asset Management, LLC 0.08% Add +15.3% 15,468 $1.2M
Foundations Investment Advisors, LLC 0.01% Add +4.1% 15,359 $1.2M
TruNorth Capital Management, LLC 0.23% Add +9.1% 15,224 $1.2M
CVA Family Office, LLC 0.13% Add +9.3% 15,207 $1.2M
Global Financial Private Client, LLC 0.39% Reduce -0.1% 15,138 $1.2M
Essex Financial Services, Inc. 0.07% Add +0.5% 15,056 $1.2M
Schwartz Investment Counsel Inc. 0.04% No change 15,000 $1.2M
Sloy Dahl & Holst, LLC 0.16% Add +0.9% 14,739 $1.2M
Rossby Financial, LCC 0.24% Reduce -5.8% 14,700 $1.1M
Ausdal Financial Partners, Inc. 0.05% Add +3.8% 14,571 $1.1M
CWA Asset Management Group, LLC 0.04% Reduce -5.7% 14,491 $1.1M
Hengehold Capital Management LLC 0.10% New 14,425 $1.1M
Motco 0.10% Reduce -39.7% 14,397 $1.1M
Transcendent Capital Group LLC 0.51% Reduce -0.3% 14,340 $1.1M
CBIZ Investment Advisory Services, LLC 0.04% Add +293.1% 14,299 $1.1M
Secured Retirement Advisors, LLC 0.63% Reduce -40.5% 14,289 $1.1M
Hall Laurie J Trustee 0.39% No change 14,267 $1.1M
Larson Financial Group LLC 0.04% Reduce -7.7% 14,060 $1.1M
Csenge Advisory Group 0.05% Reduce -3.5% 13,956 $1.1M
Cresset Asset Management, LLC 0.00% Add +12.3% 13,844 $1.1M
Wilkins Miller Wealth Management, LLC 0.66% Reduce -2.3% 13,830 $1.1M
Advyzon Investment Management, LLC 0.10% Reduce -18.8% 13,744 $1.1M
Seeds Investor LLC 0.15% New 13,710 $1.1M
International Assets Investment Management, LLC 0.07% Add +1.9% 13,747 $1.1M
Wealthcare Advisory Partners LLC 0.02% Reduce -47.6% 13,697 $1.1M
Atlatl Advisers LLC 0.79% Reduce -72.0% 13,591 $1.1M
Retirement Planning Group, LLC 0.03% Reduce -23.4% 13,588 $1.1M
Southland Equity Partners LLC 0.21% Reduce -4.9% 13,576 $1.1M
Estate Counselors, LLC 0.09% Reduce -87.2% 13,515 $1.1M
Compass Ion Advisors, LLC 0.10% Add +0.2% 13,503 $1.1M
McLaughlin Asset Management, Inc. 1.00% Add +91.8% 13,323 $1.0M
SHUTTLEWORTH & Co 0.93% Add +46.6% 13,100 $1.0M
Cumberland Advisors Inc. 0.40% Add +18.6% 13,015 $1.0M
Phil A. Younker & Associates, Ltd. 0.66% No change 12,690 $995K
Maridea Wealth Management LLC 0.14% Add +64.2% 12,663 $993K
Chapin Davis, Inc. 0.22% Reduce -0.7% 12,592 $987K
Unison Advisors LLC 0.07% Add +0.6% 12,529 $982K
Equity Investment Corp. 0.02% Add +0.7% 12,479 $978K
Amicus Financial Advisors, LLC 0.27% Add +14.0% 12,453 $976K
Arete Wealth Advisors, LLC 0.07% Add +6.9% 12,438 $975K
Jim Saulnier & Associates, LLC 0.47% Add +1.6% 12,433 $975K
Shepherd Financial Partners LLC 0.09% Reduce -7.5% 12,367 $970K
Snowden Capital Advisors LLC 0.03% Reduce -14.3% 12,245 $960K
FSM Wealth Advisors, LLC 0.12% Add +78.9% 12,039 $944K
Pine Harbor Wealth Management, LLC 0.28% Reduce -23.3% 11,959 $938K
Saiph Capital, LLC 0.35% Add +0.2% 11,921 $935K
Vectors Research Management, LLC 0.27% Reduce -2.7% 11,641 $913K
Acorn Wealth Advisors, LLC 0.27% Add +3.3% 11,629 $912K
Allegiance Financial Group Advisory Services LLC 0.18% Reduce -20.9% 11,546 $905K
FMB Wealth Management 0.37% Reduce -3.7% 11,533 $904K
Principia Wealth Advisory, LLC 0.51% Add +11.7% 11,499 $902K
Legacy Financial Advisors, Inc. 0.12% Add +48.8% 11,356 $890K
Americana Partners, LLC 0.02% Add +1.0% 11,354 $890K
Tower Bridge Advisors 0.08% New 11,157 $875K
Powers Advisory Group, LLC 0.31% Reduce -0.7% 11,153 $874K
Archer Investment Corp 0.19% Reduce -2.6% 11,114 $871K
MBL Wealth, LLC 0.07% Reduce -1.2% 11,105 $871K
Opus Capital Group, LLC 0.09% No change 11,095 $870K
Armbruster Capital Management, Inc. 0.14% Add +78.5% 11,087 $869K
Generations Wealth, LLC 0.84% Reduce -10.6% 11,051 $867K
United Bank 0.11% No change 11,034 $865K
Center For Asset Management LLC 0.43% Add +6.5% 11,029 $865K
Cibc World Market Inc. 0.00% Add +0.2% 11,004 $863K
Texas Bank & Trust Co 0.32% Reduce -4.4% 10,940 $858K
Glass Jacobson Investment Advisors llc 0.30% Add +172.2% 10,936 $857K
TrustWell Financial Advisors, LLC 0.80% Add +0.1% 10,904 $855K
Gradient Capital Advisors, LLC 0.22% Add +2.1% 10,894 $854K
Operose Advisors LLC 0.20% Reduce -5.8% 10,894 $854K
Loudon Investment Management, LLC 0.46% No change 10,801 $847K
Capital Group Private Client Services, Inc. 0.01% Reduce -18.6% 10,769 $844K
Andrews, Lucia Wealth Management LLC 0.50% Reduce -1.0% 10,633 $834K
SAM Advisors, LLC 0.26% Add +8.7% 10,622 $833K
Independent Family Office, LLC 0.34% Reduce -24.4% 10,582 $830K
Red Cedar Investment Management, LLC 0.09% No change 10,560 $828K
GC Wealth Management RIA, LLC 0.03% Add +2.8% 10,511 $824K
CIBC Bancorp USA Inc. 0.00% — 10,505 $824K
First PREMIER Bank 0.19% Reduce -9.2% 10,496 $823K
HBE Wealth Management, LLC 0.71% Add +1.6% 10,462 $820K
Maripau Wealth Management LLC 0.36% Reduce -0.4% 10,461 $820K
My Personal CFO, LLC 0.36% Reduce -4.8% 10,420 $817K
American Institute for Advanced Investment Management, LLP 0.53% Add +13.7% 10,408 $816K
Hillcrest Wealth Advisors - NY, LLC 0.33% No change 10,374 $813K
Forthright Family Wealth Advisory LLC 0.54% Add +91.1% 10,525 $807K
Emergent Wealth Advisors, LLC 0.48% New 10,287 $807K
Rock Point Advisors, LLC 0.22% Add +7.3% 10,265 $805K
Navigate Wealth Management, LLC 0.56% — 10,152 $796K
Stillwater Private Wealth, LLC 0.67% — 10,131 $794K
Texas Capital Bank Wealth Management Services Inc 0.05% Add +4.2% 10,100 $792K
Krilogy Financial LLC 0.03% Add +105.3% 10,097 $791K
Eagle Strategies LLC 0.09% Add +24.5% 10,072 $790K
REAP Financial Group, LLC 0.16% Add +7.3% 10,043 $787K
Gridiron Partners, LLC 0.48% Add +13.6% 9,993 $781K
Lighthouse Wealth Management Inc. 0.53% Add +4.4% 9,939 $779K
Wellington-Altus USA Inc. 0.46% Reduce -4.0% 9,940 $774K
Mogy Joel R Investment Counsel Inc. 0.05% Reduce -23.8% 9,875 $774K
Flatrock Wealth Partners LLC 0.35% Add +0.3% 9,855 $773K
Cooper Financial Group 0.08% Reduce -4.2% 9,841 $772K
Leo Wealth, LLC 0.06% Reduce -16.2% 9,810 $769K
Alhambra Investment Management LLC 0.35% Add +13.1% 9,775 $766K
VERITY Wealth Advisors 0.51% Reduce -33.0% 9,767 $766K
ProVise Management Group, LLC 0.05% No change 9,742 $764K
First Manhattan Co. Llc. 0.00% Add +5.1% 9,692 $760K
Keudell/Morrison Wealth Management 0.16% Add +20.6% 9,680 $759K
Facet Wealth, Inc. 0.01% Add +211.7% 9,664 $758K
Asset Management Group, Inc. 0.12% Add +0.5% 9,614 $754K
Davidson Trust Co. 0.32% Reduce -2.5% 9,592 $752K
Phillip James Consulting Co. 0.57% New 9,452 $749K
Security National Bank 0.11% Add +163.3% 9,484 $744K
Zhang Financial LLC 0.03% Reduce -10.0% 9,452 $741K
Reston Wealth Management LLC 0.23% New 9,440 $740K
Clearstead Advisors, LLC 0.01% Add +24.1% 9,419 $739K
Quadrant Capital Group LLC 0.02% No change 9,360 $734K
ABLE Financial Group, LLC 0.14% Reduce -1.1% 9,357 $734K
Prospera Financial Services Inc 0.01% Reduce -13.0% 9,311 $731K
Barrett & Company, Inc. 0.25% Reduce -10.6% 9,302 $729K
Van Cleef Asset Management,Inc 0.08% Reduce -1.9% 9,248 $725K
Physician Wealth Solutions Inc. 0.30% No change 9,245 $725K
Courier Capital LLC 0.04% Reduce -2.5% 9,229 $724K
Cornerstone Planning Group LLC 0.10% Reduce -10.7% 9,269 $723K
Legacy Advisors, LLC 0.09% New 9,210 $722K
Beacon Investment Advisory Services, Inc. 0.03% Reduce -4.2% 9,129 $716K
VestGen Investment Management 0.39% Reduce -20.4% 9,124 $715K
Reyes Financial Architecture, Inc. 0.58% Add +0.7% 9,085 $712K
BCS Private Wealth Management, Inc. 0.22% Add +3.3% 9,069 $711K
Narus Financial Partners, LLC 0.19% Reduce -8.2% 9,039 $709K
International Private Wealth Advisors LLC 0.43% Add +6.3% 9,018 $707K
Ballast Financial Advisors LLC 0.72% Reduce -0.8% 9,008 $706K
Wealth Forward, LLC 0.40% No change 9,001 $706K
FSA Investment Group, LLC 0.28% Add +0.7% 8,823 $692K
Matisse Capital 0.30% Add +81.9% 8,813 $691K
Red Wave Investments LLC 0.20% Reduce -26.8% 8,718 $684K
Elevatus Welath Management 0.35% Reduce -2.8% 8,497 $666K
Burling Wealth Partners, LLC 0.11% Add +40.4% 8,450 $663K
Tumwater Wealth Management, LLC 0.27% No change 8,421 $660K
Tiemann Investment Advisors, LLC 0.26% No change 8,318 $652K
Chico Wealth RIA 0.40% Reduce -8.0% 8,304 $651K
Frank, Rimerman Advisors LLC 0.04% Reduce -55.8% 8,287 $650K
SCS Capital Management LLC 0.01% No change 8,260 $648K
Disciplined Investments, LLC 0.23% Reduce -6.6% 8,208 $644K
Brookmont Capital Management 0.36% Add +14.2% 8,191 $642K
McClarren Financial Advisors, Inc. 0.38% New 8,107 $636K
Fiera Capital Corp 0.00% Reduce -21.0% 8,070 $633K
Buck Wealth Strategies, LLC 0.08% Reduce -6.1% 8,060 $632K
Sequent Planning LLC 0.15% Add +158.7% 8,051 $631K
Madden Advisory Services, Inc. 0.25% Add +97.3% 7,963 $624K
Sandy Cove Advisors, LLC 0.19% Reduce -3.6% 7,951 $623K
Guardsman Private Capital Management, Inc. 0.49% No change 7,932 $622K
Stratos Wealth Advisors, LLC 0.04% Reduce -39.5% 7,911 $620K
SRH Advisors, LLC 0.17% No change 7,695 $603K
Burney Co./ 0.02% Add +0.3% 7,685 $603K
Wetzel Investment Advisors, Inc. 0.24% Add +68.0% 7,628 $598K
Laurel Oak Wealth Management, LLC 0.10% Add +2.7% 7,628 $598K
Acorn Financial Advisory Services Inc. 0.08% Add +0.2% 7,621 $598K
Altiora Financial Group, LLC 0.10% New 7,542 $591K
FourThought Financial Partners, LLC 0.05% Reduce -54.3% 7,525 $590K
Moneco Advisors, LLC 0.05% Reduce -6.5% 7,523 $590K
Team Financial Group, LLC 0.27% Reduce -7.2% 7,494 $588K
Willis Johnson & Associates, Inc. 0.03% Add +1.3% 7,491 $587K
Bluespring Wealth Management, LLC 0.05% Add +2.6% 7,483 $587K
Serenity Investment Advisors 0.27% New 7,500 $584K
Brown, Lisle/Cummings, Inc. 0.14% No change 7,369 $578K
Cauble & Harre Wealth Management, Inc. 0.46% Reduce -0.6% 7,378 $575K
Baker Ellis Asset Management LLC 0.07% Add +46.0% 7,300 $572K
Seven Mile Advisory 0.41% Reduce -59.5% 7,294 $572K
RIA Advisory Group LLC 0.14% Reduce -5.2% 7,280 $571K
2UniFi Bank 0.28% Add +24.4% 7,261 $569K
Gibraltar Capital Management, Inc. 0.10% Reduce -0.5% 7,250 $568K
Pine Valley Investments Ltd Liability Co 0.03% Add +3.3% 7,244 $568K
Wbi Investments, LLC 0.16% New 7,238 $568K
Millington Securities, LLC 0.16% — 7,238 $568K
Canvas Wealth Advisors, LLC 0.10% Reduce -2.2% 7,185 $563K
Regions Financial Corp. 0.00% Reduce -22.7% 7,175 $563K
Tortoise Investment Management, LLC 0.05% Add +6.2% 7,159 $561K
Summit Financial, LLC 0.01% Add +20.4% 7,097 $556K
Trilogy Capital Inc. 0.02% No change 7,084 $555K
Gladstone Institutional Advisory LLC 0.02% Add +8.2% 7,050 $553K
Minot DeBlois Advisors LLC 0.50% Reduce -9.5% 7,007 $549K
BridgePort Financial Solutions, LLC 0.16% Add +111.8% 6,993 $548K
Drucker Wealth 3.0, LLC 0.10% Reduce -7.6% 6,987 $548K
Samalin Investment Counsel, LLC 0.20% Add +0.6% 6,973 $547K
SpringVest Wealth Management LLC 0.37% Reduce -0.0% 6,973 $547K
Cary Street Partners Investment Advisory LLC 0.14% Add +6.8% 6,954 $545K
Bessemer Group Inc. 0.00% Reduce -20.4% 6,947 $545K
Beacon Financial Advisory LLC 0.12% Add +52.8% 6,913 $542K
Accelerate Investment Advisors LLC 0.36% Reduce -23.9% 6,902 $541K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 6,900 $541K
XY Planning Network, Inc. 0.09% Add +102.0% 6,904 $540K
Life Planning Partners, Inc 0.41% No change 6,861 $538K
Hilltop Holdings Inc. 0.05% Reduce -71.1% 6,837 $536K
Capital City Trust Co. 0.12% Add +164.3% 6,814 $534K
Summit Wealth Group, LLC 0.12% Add +0.4% 6,794 $533K
Barnes Wealth Management Group, Inc 0.27% Add +24.2% 6,791 $533K
Clear Creek Financial Management, LLC 0.04% Reduce -7.1% 6,789 $532K
BCS Wealth Management 0.11% Reduce -51.5% 6,780 $532K
Two West Capital Advisors LLC 0.28% Add +2.3% 6,760 $529K
Donalies Financial Planning, LLC 0.45% Add +42.0% 6,734 $528K
RoundAngle Advisors LLC 0.39% Add +2.1% 6,724 $527K
Duncker Streett & Co. Inc. 0.10% No change 6,717 $527K
Chatham Capital Group, Inc. 0.08% Reduce -2.9% 6,714 $526K
Evergreen Capital Management LLC 0.01% Reduce -4.5% 6,701 $525K
William John Sempolinski 0.26% No change 6,691 $525K
Breakwater Investment Management 0.19% No change 6,664 $523K
Diversify Wealth Management, LLC 0.01% Add +20.0% 6,680 $522K
Hurlow Wealth Management Group, Inc. 0.12% No change 6,658 $522K
Townsend Financial Planning, LLC 0.50% Reduce -0.4% 6,654 $522K
CWS Financial Advisors, LLC 0.13% Add +116.5% 6,632 $520K
Bridgewealth Advisory Group, LLC 0.11% New 6,587 $517K
Integrated Wealth Management 0.59% Reduce -1.1% 6,559 $514K
LBMC Investment Advisors, LLC 0.03% Reduce -4.7% 6,552 $514K
HCR Wealth Advisors 0.05% Reduce -23.8% 6,512 $511K
Wiregrass Investment Management LLC 0.42% No change 6,500 $510K
World Equity Group, Inc. 0.13% Add +1.5% 6,957 $508K
Cogent Strategic Wealth LLC 0.52% Add +5.3% 6,473 $508K
Cardiff Park Advisors, LLC 0.04% Add +0.4% 6,405 $502K
Quantinno Capital Management LP 0.00% Add +56.6% 6,400 $502K
Franklin Resources Inc. 0.00% Reduce -15.3% 6,394 $501K
Daymark Wealth Partners, LLC 0.02% Reduce -0.2% 6,372 $500K
Spinnaker Trust 0.03% No change 6,366 $499K
Hiley Hunt Wealth Management 0.22% Add +1.5% 6,352 $498K
Redwood Investment Management, LLC 0.06% Reduce -8.3% 6,351 $498K
Webster Bank, N. A. 0.05% No change 6,346 $498K
Valeo Financial Advisors, LLC 0.01% New 6,340 $497K
Simplicity Wealth,LLC 0.03% Add +32.9% 6,338 $497K
NorthCrest Asset Manangement, LLC 0.02% Reduce -0.6% 6,330 $495K
Continuum Advisory, LLC 0.05% Add +2.7% 6,273 $492K
Vaughan Nelson Investment Management, L.P. 0.00% Add +5.6% 6,255 $490K
Wealthspire Retirement, LLC 0.03% Reduce -3.0% 6,230 $489K
Olde Wealth Management, LLC 0.15% Add +0.1% 6,174 $484K
Washington Trust Advisors, Inc. 0.04% Reduce -8.9% 6,131 $481K
Ritholtz Wealth Management 0.01% Add +0.2% 6,126 $480K
Argus Investors' Counsel, Inc. 0.43% Reduce -19.6% 6,101 $478K
TrueWealth Advisors, LLC 0.12% Reduce -7.0% 6,087 $477K
A. D. Beadell Investment Counsel, Inc. 0.30% Add +0.0% 6,061 $475K
Ruedi Wealth Management, Inc. 0.12% Reduce -1.4% 6,043 $474K
Intergy Private Wealth, LLC 0.14% Add +5.2% 6,025 $472K
NorthStar Asset Management LLC 0.23% Reduce -0.1% 6,024 $472K
Moors & Cabot, Inc. 0.02% Add +10.8% 6,014 $472K
Seizert Capital Partners, LLC 0.02% Add +0.6% 5,996 $470K
Baron Financial Group, LLC 0.25% Reduce -4.7% 5,985 $469K
Vestia Personal Wealth Advisors 0.22% Add +4.0% 5,980 $469K
Range Advisory, LLC 0.09% Add +20.0% 5,950 $467K
AdvisorNet Financial, Inc 0.02% Add +16.2% 5,937 $466K
Delta Financial Advisors LLC 0.12% Add +0.2% 5,925 $465K
Midwest Capital Advisors, LLC 0.22% Reduce -0.1% 5,923 $464K
Federation des caisses Desjardins du Quebec 0.00% Reduce -17.2% 5,912 $464K
James Investment Research, Inc. 0.05% Reduce -9.4% 5,911 $463K
Montecito Bank & Trust 0.08% Reduce -19.8% 5,863 $460K
Sidoxia Capital Management, LLC 0.40% — 5,857 $459K
Livet Wealth, LLC 0.29% Add +21.1% 5,834 $457K
APS Management Group, Inc. 0.39% Add +1.8% 5,813 $456K
Liberty Wealth Management LLC 0.06% Add +9.2% 5,800 $455K
Shayne & Jacobs, LLC 0.14% No change 5,775 $453K
United Advisor Group, LLC 0.06% Reduce -7.3% 5,769 $452K
Reicon Wealth Advisors, LLC 0.35% No change 5,750 $451K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.04% New 5,740 $450K
LVW Advisors, LLC 0.04% Add +36.2% 5,737 $450K
Ballentine Capital Advisors, Inc 0.18% Add +0.9% 5,690 $446K
Potomac Fund Management Inc. 0.02% Add +2.2% 5,688 $446K
CogentBlue Wealth Advisors, LLC 0.30% Reduce -18.4% 5,673 $445K
Ignite Planners, LLC 0.07% No change 5,672 $445K
Bridgelight Financial Advisors, Inc. 0.38% Reduce -4.0% 5,665 $444K
Pointe Capital Management LLC 0.22% Reduce -3.4% 5,660 $444K
German American Bancorp, Inc. 0.04% No change 5,623 $441K
Alamar Capital Management, LLC 0.27% Reduce -29.6% 5,615 $440K
Reliant Investment Partners, LLC 0.36% Reduce -8.8% 5,610 $440K
Simmons Bank 0.03% Add +44.1% 5,602 $439K
VSM Wealth Advisory, LLC 0.13% Reduce -8.8% 5,585 $438K
Mullaney, Keating & Wright, Inc. 0.24% Add +5.5% 5,585 $438K
Revisor Wealth Management LLC 0.12% Add +12.7% 5,566 $436K
Wick Capital Partners, LLC 0.08% Reduce -18.0% 5,542 $435K
Linscomb Wealth, Inc. 0.02% Reduce -0.3% 5,538 $434K
Rialto Wealth Management, LLC 0.10% Add +11.7% 5,478 $430K
ARK & TLK Investments, LLC 0.12% Reduce -4.4% 5,463 $428K
Winter & Associates, Inc. 0.37% Reduce -11.1% 5,444 $425K
Edgestream Partners, L.P. 0.01% Reduce -82.3% 5,373 $421K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.14% Reduce -13.0% 5,368 $421K
Nova R Wealth, Inc. 0.13% Add +0.6% 5,342 $419K
Aptus Capital Advisors, LLC 0.00% Reduce -11.6% 5,308 $416K
Hardworking Capital Advisors, LLC 0.39% Add +2.2% 5,300 $416K
Mainstream Capital Management LLC 0.28% Add +1.0% 5,298 $415K
Fiduciary Financial Group, LLC 0.05% Reduce -0.9% 5,281 $414K
Cambridge Capital Management, LLC 0.18% Reduce -6.7% 5,269 $413K
FAS Wealth Partners, Inc. 0.03% Reduce -11.0% 5,260 $412K
Todd Asset Management LLC 0.01% No change 5,192 $407K
Redhawk Wealth Advisors, Inc. 0.04% Add +0.3% 5,191 $407K
Wealth Advisory Solutions, LLC 0.09% Reduce -1.4% 5,189 $407K
Centaurus Financial, Inc. 0.02% Add +24.1% 5,174 $406K
Alexander Labrunerie & Co., Inc. 0.15% No change 5,170 $405K
TBH Global Asset Management, LLC 0.08% Reduce -3.7% 5,164 $405K
Hoge Financial Services, LLC 0.21% Add +5.8% 5,122 $402K
Nomura Asset Management International Inc. 0.00% No change 5,110 $401K
WoodTrust Financial Corp 0.05% Reduce -63.3% 5,094 $399K
Topsail Wealth Management, LLC 0.06% Add +0.6% 5,065 $397K
Accretive Wealth Partners, LLC 0.11% New 5,059 $397K
Midwest Trust Co 0.00% Add +14.2% 5,049 $396K
Investment Advisory Group, LLC 0.10% Add +15.7% 5,037 $395K
SeaCrest Wealth Management, LLC 0.04% Reduce -3.1% 5,019 $394K
DMKC Advisory Services, LLC 0.16% New 5,016 $393K
Integrity Alliance, Llc. 0.01% Add +1.1% 5,008 $393K
Horizon Kinetics Asset Management LLC 0.00% Reduce -33.1% 5,001 $392K
HighPoint Advisor Group LLC 0.02% Reduce -2.9% 4,980 $390K
Bar Harbor Wealth Management 0.02% No change 4,979 $390K
Duncan Williams Asset Management, LLC 0.11% No change 4,955 $389K
Integrity Advisory Solutions, LLC 0.05% Add +0.5% 4,921 $386K
Hyundai Investments Co., Ltd. 0.43% Reduce -19.0% 4,903 $384K
Elmwood Wealth Management, Inc. 0.11% No change 4,893 $384K
DUTCH ASSET Corp 0.26% Reduce -29.6% 4,891 $384K
Monument Group Wealth Advisors, LLC 0.21% Add +23.5% 4,844 $380K
Meadowbrook Advisors Group, LLC 0.22% No change 4,797 $376K
EFG International AG 0.01% New 4,779 $375K
Lynx Investment Advisory 0.18% New 4,774 $374K
Nicholas Hoffman & Company, LLC. 0.01% No change 4,764 $374K
Perennial Investment Advisors, LLC 0.03% Add +0.0% 4,750 $372K
Lodestar Private Asset Management LLC 0.04% Add +27.7% 4,731 $371K
Biltmore Family Office, LLC 0.05% Add +11.7% 4,708 $369K
Raleigh Capital Management Inc. 0.13% Add +7.8% 4,705 $369K
Wynn Capital, LLC 0.19% No change 4,700 $369K
Private Trust Co. NA 0.03% Reduce -10.5% 4,651 $365K
Retireful, LLC 0.51% New 4,644 $364K
Envision Financial Planning, LLC 0.13% Add +20.3% 4,631 $363K
SeaBridge Investment Advisors LLC 0.06% Reduce -2.3% 4,620 $362K
Miller Capital Partners, Inc. 0.17% No change 4,595 $360K
Wedmont Private Capital 0.01% New 4,585 $359K
PMG Wealth Management, Inc. 0.26% Reduce -30.3% 4,593 $359K
S.A. Mason LLC 0.13% Reduce -0.5% 4,575 $359K
Sovran Advisors, LLC 0.03% Add +15.6% 4,580 $359K
Vance Wealth, LLC 0.10% Add +0.4% 4,560 $358K
Dravo Bay LLC 0.14% Add +0.0% 4,539 $356K
Pacific Point Advisors, LLC 0.19% No change 4,537 $356K
Curi Capital, LLC 0.01% Reduce -55.2% 4,509 $354K
Davis R M Inc. 0.01% No change 4,500 $353K
Twin City Private Wealth, LLC 0.27% Reduce -0.5% 4,492 $352K
Maia Wealth LLC 0.06% Add +2.9% 4,470 $350K
Keener Financial Planning LLC 0.15% Reduce -1.7% 4,465 $350K
Element Pointe Advisors, LLC 0.07% No change 4,441 $348K
Clientfirst Wealth Management, LLC 0.29% No change 4,437 $348K
Advus Financial Partners, LLC 0.09% Reduce -26.1% 4,423 $347K
Rothschild Wealth LLC 0.03% Reduce -37.3% 4,422 $347K
Private Management Group Inc. 0.01% No change 4,420 $347K
Capital Advisors Inc. 0.01% Reduce -0.8% 4,401 $345K
Creative Financial Designs Inc. 0.02% Reduce -20.7% 4,378 $343K
Fund Evaluation Group, LLC 0.01% Add +2.3% 4,372 $343K
Guyasuta Investment Advisors Inc. 0.02% Add +67.5% 4,371 $343K
Connors Investor Services Inc. 0.03% Add +4.5% 4,369 $343K
Chemistry Wealth Management LLC 0.06% No change 4,304 $337K
55 North Private Wealth, LLC 0.09% Reduce -4.4% 4,301 $337K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Add +27.3% 4,290 $336K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.4% 4,269 $335K
J.M. Arbour, LLC 0.32% Add +8.9% 4,269 $335K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 4,240 $332K
Nabity-Jensen Investment Management Inc 0.23% No change 4,238 $332K
American Trust 0.03% Add +3.4% 4,193 $329K
Valley Financial Group, Inc. 0.18% Reduce -38.5% 4,191 $329K
Hippocratic Financial Advisors, LLC 0.14% New 4,179 $328K
Money Concepts Capital Corp. 0.02% Add +8.0% 4,172 $327K
Mosley Wealth Management 0.15% Reduce -16.1% 4,140 $327K
Frontier Asset Management, LLC 0.07% Reduce -1.2% 4,160 $326K
Harbor Investment Advisory, LLC 0.03% No change 4,134 $324K
Milestone Investment Advisors LLC 0.08% Add +14.1% 4,116 $323K
Anchor Investment Management, LLC 0.03% Reduce -2.8% 4,110 $322K
Forefront Wealth Partners, LLC 0.13% Reduce -12.3% 4,095 $321K
Strategic Blueprint, LLC 0.02% Add +24.1% 4,082 $320K
V2 Financial group LLC 0.15% No change 4,055 $318K
Pinnacle Bancorp, Inc. 0.09% Add +11.6% 4,038 $317K
Hanover Advisors Inc. 0.13% No change 4,013 $315K
Claris Financial LLC 0.17% Reduce -14.5% 4,005 $314K
Davidson Investment Advisors 0.01% No change 4,000 $314K
GeoWealth Management, LLC 0.01% Reduce -1.6% 3,990 $313K
Vines Capital Management, LLC 0.31% Reduce -2.8% 3,987 $313K
Keb Asset Management, LLC 0.06% Reduce -0.5% 3,987 $313K
Hutchens & Kramer Investment Management Group, LLC 0.10% Add +1.9% 3,972 $311K
Blue Chip Partners, LLC 0.02% Add +0.6% 3,966 $311K
Roan Capital Partners 0.29% — 3,946 $309K
Wingate Wealth Advisors, Inc. 0.16% Add +10.0% 3,936 $309K
Modern Wealth Management, LLC 0.01% Reduce -41.8% 3,930 $307K
Beckerman Institutional, LLC 0.16% No change 3,891 $305K
Altar Rock LLC 0.36% No change 3,883 $304K
Penney Financial, LLC 0.12% Reduce -0.1% 3,861 $303K
Clear Wave Wealth Management LLC 0.08% — 3,859 $303K
B & T Capital Management DBA Alpha Capital Management 0.04% No change 3,855 $302K
Invictus Private Wealth, LLC 0.02% Add +25.8% 3,843 $301K
Fisher Asset Management 0.00% Reduce -47.9% 3,785 $297K
Jacobi Capital Management LLC 0.02% Add +0.2% 3,783 $297K
MidFirst Bank 0.02% No change 3,750 $294K
Davis Wealth Advisors, LLC 0.24% Add +0.3% 3,743 $294K
Verde Capital Management 0.06% Add +0.3% 3,738 $293K
Silver Grove Financial Group, Inc. 0.24% Reduce -4.2% 3,731 $293K
Stevens Capital Partners 0.07% New 3,717 $291K
Coastwise Capital Group, LLC 0.16% Reduce -7.0% 3,708 $291K
Aspiriant, LLC 0.01% Reduce -25.6% 3,701 $290K
Diversified Trust Co. 0.01% Add +11.4% 3,681 $289K
Beese Fulmer Investment Management, Inc. 0.02% Reduce -1.4% 3,681 $289K
Warner Financial, Inc. 0.10% Add +0.0% 3,649 $286K
Howard Capital Management Group, LLC 0.02% Reduce -0.3% 3,641 $285K
Patriot Financial Group Insurance Agency, LLC 0.02% New 3,620 $284K
Glenview Trust Co 0.00% New 3,594 $282K
Berger Financial Group, Inc 0.02% Add +0.1% 3,585 $281K
Sonoma Private Wealth LLC 0.35% Reduce -6.4% 3,582 $281K
Capital Advisor Network LLC 0.39% — 3,580 $281K
Lockerman Financial Group, Inc. 0.50% Reduce -1.9% 3,568 $280K
Shepherd Street Advisors LLC 0.27% Reduce -15.2% 3,554 $279K
Penobscot Investment Management Company, Inc. 0.02% No change 3,548 $278K
Radnor Capital Management, LLC 0.04% No change 3,547 $278K
Watchman Group, Inc. 0.07% Add +0.1% 3,532 $277K
Archford Capital Strategies, LLC 0.03% Reduce -67.4% 3,527 $277K
Genesis Private Wealth, LLC 0.09% Add +9.8% 3,519 $276K
McIlrath & Eck, LLC 0.02% Add +8.1% 3,497 $274K
Libra Wealth LLC 0.08% Add +34.0% 3,496 $274K
SVB Wealth LLC 0.02% Reduce -19.3% 3,486 $273K
OpenArc Corporate Advisory, LLC 0.00% New 3,483 $273K
Squire Investment Management Company, LLC 0.08% Reduce -36.9% 3,466 $272K
Prospera Capital Management, LLC 0.14% Add +0.4% 3,474 $272K
LJI Wealth Management, LLC 0.04% Reduce -20.4% 3,448 $270K
EnRich Financial Partners LLC 0.07% Reduce -9.2% 3,430 $269K
Belpointe Asset Management LLC 0.01% New 3,429 $269K
Rather & Kittrell, Inc. 0.04% New 3,416 $268K
Dearborn Partners LLC 0.01% No change 3,388 $266K
Tennessee Valley Asset Management Partners 0.04% New 3,387 $266K
RiverGlades Family Offices LLC 0.16% — 3,380 $265K
E&G Advisors, LLC 0.06% No change 3,370 $264K
Godshalk Welsh Capital Management, Inc. 0.15% Add +3.3% 3,368 $264K
Mainsail Asset Management, LLC 0.12% Reduce -64.5% 3,367 $264K
Meridian Investment Counsel Inc. 0.06% Reduce -8.8% 3,366 $264K
Dunhill Financial, LLC 0.06% New 3,363 $264K
BIP Wealth, LLC 0.01% Reduce -94.5% 3,362 $264K
Balentine LLC 0.01% Reduce -13.2% 3,359 $263K
Churchill Financial Advisors, LLC 0.06% Reduce -3.3% 3,347 $262K
Capital Investment Advisory Services, LLC 0.02% No change 3,340 $262K
Elm Partners Management LLC 0.01% New 3,341 $262K
Brookwood Investment Group LLC 0.03% Reduce -7.7% 3,322 $260K
Jackson Thornton Wealth Management, LLC 0.02% Reduce -0.5% 3,323 $260K
Elgethun Capital Management 0.04% No change 3,310 $260K
Red Tortoise LLC 0.11% Add +5.5% 3,288 $258K
Ascension Capital Advisors, Inc. 0.08% New 3,285 $258K
Strategic Wealth Partners, Ltd. 0.02% Add +6.7% 3,275 $257K
Richards, Merrill & Peterson, Inc. 0.09% Add +54.1% 3,267 $256K
Mayflower Financial Advisors, LLC 0.03% Add +27.6% 3,258 $255K
Richardson Financial Services Inc. 0.16% Add +10.2% 3,255 $255K
WealthPlan Investment Management, LLC 0.01% New 3,244 $254K
Aufman Associates Inc 0.12% Add +0.5% 3,232 $253K
SBI Securities Co., Ltd. 0.01% Add +5.2% 3,229 $253K
Washington Trust Bank 0.02% Reduce -26.2% 3,221 $253K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +1262.3% 3,215 $252K
Collaborative Wealth Managment Inc. 0.12% New 3,188 $250K
Fort Point Capital Partners LLC 0.03% No change 3,183 $250K
Tenon Financial LLC 0.10% Add +0.6% 3,176 $249K
Cardinal Point Capital Management ULC 0.02% Reduce -24.9% 3,143 $246K
Comprehensive Money Management Services LLC 0.16% No change 3,140 $246K
Kelly Financial Services LLC 0.06% Reduce -10.6% 3,124 $245K
Williams Jones Wealth Management, LLC. 0.00% No change 3,123 $245K
Lansing Street Advisors 0.06% New 3,120 $245K
Sterling Investment Advisors, Ltd. 0.04% Add +0.1% 3,108 $244K
Montz Harcus Wealth Management LLC 0.10% Add +2.4% 3,078 $241K
Axis Wealth Partners, LLC 0.13% Add +6.1% 3,076 $241K
BNC Wealth Management, LLC 0.07% Reduce -2.6% 3,064 $240K
Seelaus Asset Management LLC 0.17% New 3,050 $239K
Greenup Street Wealth Management LLC 0.03% New 3,050 $239K
Bell Bank 0.01% Reduce -84.5% 3,049 $239K
Meritas Wealth Management, LLC 0.11% Add +1.0% 3,026 $237K
21 West Wealth Management LLC 0.22% Reduce -20.1% 3,024 $237K
Fort Washington Investment Advisors Inc. 0.00% No change 3,017 $237K
Guardian Asset Advisors, LLC 0.14% Reduce -8.4% 2,997 $235K
Three Bridge Wealth Advisors, LLC 0.06% Add +0.6% 2,994 $235K
McNamara Financial Services, Inc. 0.04% Add +6.2% 2,993 $235K
Legacy PCG, LLC 1.28% Reduce -27.2% 2,987 $234K
Proactive Wealth Strategies LLC 0.04% New 2,979 $234K
Portland Financial Advisors Inc 0.48% New 2,971 $233K
American Capital Advisory, LLC 0.09% Reduce -15.4% 2,966 $233K
CDKV Holdings LLC 0.20% Reduce -9.2% 2,961 $232K
Walkner Condon Financial Advisors LLC 0.03% Add +0.1% 2,961 $232K
Baskin Financial Services Inc. 0.02% No change 2,945 $231K
HORAN Wealth, LLC 0.02% New 2,917 $229K
Wolff Financial Management LLC 0.05% Add +0.4% 2,913 $228K
Towerpoint Wealth, LLC 0.09% No change 2,911 $228K
Granite Bay Wealth Management, LLC 0.05% New 2,907 $228K
TrueWealth Financial Partners 0.09% New 2,895 $227K
Windsor Capital Management, LLC 0.07% No change 2,895 $227K
High Net Worth Advisory Group LLC 0.05% No change 2,884 $226K
Verdence Capital Advisors LLC 0.01% Add +0.3% 2,872 $225K
Retirement Guys Formula LLC 0.10% Reduce -17.6% 2,887 $225K
Nautilus Advisors LLC 0.15% Reduce -24.6% 2,866 $225K
Valtinson Bruner Financial Planning LLC 0.06% New 2,855 $224K
Financially in Tune, LLC 0.19% New 2,831 $222K
Kingswood Wealth Advisors, LLC 0.01% Reduce -17.3% 2,817 $221K
Trustmark Bank Trust Department 0.01% Add +10.3% 2,815 $221K
Howe & Rusling Inc. 0.01% No change 2,813 $221K
Addison Capital Co 0.04% New 2,811 $220K
Wincap Financial LLC 0.15% Reduce -1.4% 2,799 $219K
OLIO Financial Planning 0.06% Add +3.8% 2,766 $217K
Sterling Wealth Management, Inc. 0.06% No change 2,748 $215K
Westwood Holdings Group Inc. 0.00% Reduce -60.9% 2,735 $214K
Smith Thornton Advisors LLC 0.11% No change 2,728 $214K
Pekin Hardy Strauss, Inc. 0.02% New 2,725 $214K
Tucker Asset Management LLC 0.06% New 2,723 $214K
NCM Capital Management, LLC 0.08% Reduce -6.0% 2,718 $213K
Goldstein Advisors, LLC 0.02% New 2,711 $213K
Moseley Investment Management Inc. 0.07% New 2,703 $212K
Triumph Capital Management 0.04% Reduce -11.9% 2,697 $211K
Atlas Wealth Partners, LLC 0.22% No change 2,686 $211K
Nicolet Bankshares Inc. 0.01% New 2,694 $211K
Opinicus Capital, Inc. 0.15% Add +0.8% 2,662 $209K
Twin Peaks Wealth Advisors, LLC 0.05% No change 2,660 $209K
Journey Strategic Wealth LLC 0.01% No change 2,655 $208K
Brooks, Moore & Associates, Inc. 0.10% Add +2.1% 2,650 $208K
Occidental Asset Management, LLC 0.02% New 2,649 $208K
American Money Management, LLC 0.03% Reduce -1.6% 2,632 $206K
Granite FO LLC 0.12% No change 2,628 $206K
Richard W. Paul & Associates, LLC 0.07% Add +15.5% 2,599 $204K
Jane Street Group, LLC 0.00% New 2,598 $204K
Arcadia Wealth Management, Inc. 0.11% No change 2,584 $203K
Kera Capital Partners, Inc. 0.02% Add +0.2% 2,584 $203K
FDx Advisors, Inc. 0.06% Add +0.3% 2,568 $201K
Wilmington Savings Fund Society, FSB 0.00% No change 2,500 $196K
Murphy & Mullick Capital Management Corp 0.14% No change 2,489 $195K
Lummis Asset Management, LP 0.12% No change 2,460 $193K
Pinney & Scofield, Inc. 0.10% Add +2.2% 2,407 $189K
Providence Capital Advisors, LLC 0.03% Reduce -29.6% 2,375 $186K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -15.6% 2,382 $186K
Ares Financial Consulting, LLC 0.14% No change 2,300 $180K
Blume Capital Management, Inc. 0.03% New 2,200 $173K
Legacy Wealth Managment, LLC 0.08% Add +17.6% 2,050 $161K
Roble, Belko & Company, Inc 0.02% No change 1,890 $150K
Sunbelt Securities, Inc. 0.01% Add +1.1% 1,852 $145K
MeadowBrook Investment Advisors LLC 0.13% No change 1,825 $141K
ESL Trust Services, LLC 0.03% Reduce -20.4% 1,780 $140K
Hills Bank & Trust Co 0.01% No change 1,777 $139K
WPG Advisers, LLC 0.10% No change 1,764 $138K
Beacon Financial Strategies CORP 0.08% Reduce -9.8% 1,704 $134K
Colonial Trust Co / SC 0.02% Add +31.2% 1,656 $130K
Addison Advisors LLC 0.03% No change 1,652 $130K
Coastline Trust Co 0.01% No change 1,650 $129K
Ameriflex Group, Inc. 0.07% Reduce -0.7% 1,644 $129K
Kelleher Financial Advisors 0.03% No change 1,632 $128K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 1,530 $120K
Ironwood Wealth Management, LLC. 0.03% Add +56.1% 1,511 $118K
Hazlett, Burt & Watson, Inc. 0.04% Add +564.4% 1,495 $118K
Curio Wealth, LLC 0.04% No change 1,442 $113K
O'shaughnessy Asset Management, LLC 0.00% Reduce -0.2% 1,431 $112K
Johnson Financial Group, Inc. 0.00% New 1,429 $112K
Founders Financial Alliance, LLC 0.02% Add +21.4% 1,427 $112K
Community Bank, N.A. 0.01% Reduce -48.0% 1,350 $106K
Gilpin Wealth Management, LLC 0.08% Reduce -6.3% 1,340 $105K
First Pacific Financial 0.01% Add +39.8% 1,311 $103K
Pacifica Partners Inc. 0.03% No change 1,292 $101K
Vermillion Wealth Management, Inc. 0.04% Add +21.6% 1,269 $99K
Elevation Wealth Partners, LLC 0.04% Add +0.6% 1,256 $99K
Clayton Financial Group LLC 0.05% No change 1,229 $96K
Global Trust Asset Management, LLC 0.03% No change 1,147 $90K
WealthShield Partners, LLC 0.01% Reduce -1.0% 1,134 $89K
Front Row Advisors LLC 0.03% No change 1,132 $89K
Millstone Evans Group, LLC 0.05% No change 1,121 $88K
JNBA Financial Advisors 0.01% No change 1,115 $87K
Robinson Value Management, Ltd. 0.05% No change 1,066 $84K
Clean Yield Group 0.02% No change 1,064 $83K
Align Financial, LLC 0.05% Reduce -98.7% 1,059 $83K
Keating Financial Advisory Services, Inc. 0.01% Add +181.5% 1,050 $82K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,019 $80K
WealthCollab, LLC 0.03% No change 1,018 $80K
Signature Resources Capital Management, LLC 0.04% No change 993 $78K
Sachetta, LLC 0.04% Add +1.5% 987 $77K
Wellington Grp LLC 0.02% Add +54.1% 968 $76K
Medallion Wealth Advisors, LLC 0.02% Add +1.1% 963 $76K
LM Advisors LLC 0.42% Reduce -0.5% 5,856 $75K
Sound Income Strategies, LLC 0.00% Add +78.8% 937 $73K
Birchwood Financial Partners, Inc. 0.07% No change 900 $71K
DecisionPoint Financial, LLC 0.02% No change 891 $70K
Trust Co. of Toledo NA 0.01% Add +79.3% 891 $70K
Evolution Wealth Management Inc. 0.05% Add +13.8% 874 $69K
Atlantic Union Bankshares Corp 0.00% No change 870 $68K
Ameritas Investment Partners, Inc. 0.00% No change 847 $66K
Aventura Private Wealth, LLC 0.02% Reduce -7.1% 825 $65K
JPL Wealth Management, LLC 0.01% New 820 $64K
Hanson & Doremus Investment Management 0.01% Reduce -18.8% 787 $62K
Tompkins Financial Corp. 0.00% Add +224.1% 768 $60K
Pacific Center for Financial Services 0.02% Add +12.8% 766 $60K
TIAA Wealth Investment Management LLC 0.00% — 741 $58K
Creative Capital Management Investments LLC 0.02% No change 737 $58K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 707 $55K
Morse Asset Management, Inc 0.01% Reduce -53.3% 700 $55K
Crewe Advisors LLC 0.00% No change 679 $53K
Caitlin John, LLC 0.03% Reduce -35.4% 674 $53K
Godfrey Financial Associates, Inc. 0.05% Reduce -11.2% 671 $53K
Ankerstar Wealth, LLC 0.06% No change 667 $52K
Glen Eagle Advisors, LLC 0.01% Add +71.1% 664 $52K
Alerus Financial NA 0.00% New 646 $51K
CENTRAL TRUST Co 0.00% No change 634 $50K
SHP Wealth Management 0.00% New 627 $49K
Peoples Financial Services Corp. 0.02% No change 625 $49K
MPWM Advisory Solutions, LLC 0.03% No change 621 $49K
Signature Equity Partners, LLC 0.03% Add +44.1% 611 $48K
Orion Capital Management LLC 0.02% Reduce -1.8% 599 $47K
Comprehensive Financial Planning, Inc. 0.03% Add +0.3% 596 $47K
St Germain D J Co. Inc. 0.00% New 568 $45K
Bayban 0.04% Reduce -34.9% 565 $44K
Marshall Investment Management, LLC 0.02% New 553 $43K
Westwind Capital 0.01% New 530 $42K
Mather Group, Llc. 0.00% New 516 $40K
Y.D. More Investments Ltd 0.00% No change 508 $40K
Horrell Capital Management, Inc. 0.02% No change 485 $38K
SOA Wealth Advisors, LLC. 0.01% No change 467 $37K
Center for Financial Planning, Inc. 0.00% Reduce -57.5% 450 $35K
Timmons Wealth Management, LLC 0.03% Add +9.6% 444 $35K
Greykasell Wealth Strategies, Inc. 0.01% No change 442 $35K
Golden State Wealth Management, LLC 0.00% Add +204.2% 438 $34K
Financial Perspectives, Inc 0.01% No change 427 $33K
Investors Research Corp 0.01% Reduce -0.5% 424 $33K
Fourth Dimension Wealth, LLC 0.01% No change 397 $31K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 390 $31K
Lowe Brockenbrough & Co. Inc. 0.00% No change 389 $31K
Blueline Advisors LLC 0.02% Reduce -0.8% 389 $30K
Colonial Trust Advisors 0.00% No change 375 $29K
Versant Capital Management, Inc 0.00% Reduce -14.7% 365 $29K
Winthrop Capital Management, LLC 0.01% No change 347 $27K
Bangor Savings Bank 0.00% Add +197.3% 333 $26K
Guardian Wealth Advisors, LLC / NC 0.00% New 332 $26K
Quest 10 Wealth Builders, Inc. 0.02% No change 327 $26K
Mark Sheptoff Financial Planning, LLC 0.01% New 325 $25K
Bank of New Hampshire 0.01% No change 320 $25K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% No change 318 $25K
Lloyd Advisory Services, LLC. 0.01% Reduce -84.9% 291 $23K
Kingdom Financial Group LLC. 0.01% Reduce -85.7% 291 $23K
Manchester Capital Management LLC 0.00% Reduce -32.0% 285 $22K
Transce3nd, LLC 0.20% No change 282 $22K
Bernard Wealth Management Corp. 0.01% No change 277 $22K
Marin Bay Wealth Advisors, LLC 0.01% New 21,663 $22K
Caldwell Sutter Capital, Inc. 0.01% No change 267 $21K
Atlas Capital Advisors Inc. 0.00% Reduce -44.3% 260 $20K
Tower View Wealth Management LLC 0.01% Reduce -82.7% 260 $20K
Bogart Wealth, LLC 0.00% No change 256 $20K
Clark Wealth Partners 0.01% No change 250 $20K
Capital Investment Counsel, Inc 0.00% No change 235 $18K
IFG Advisory, LLC 0.05% Reduce -99.7% 225 $18K
Country Trust Bank 0.00% No change 212 $17K
Prudent Man Investment Management, Inc. 0.01% No change 204 $16K
Global Wealth Strategies & Associates 0.00% No change 205 $16K
Chapman Financial Group, LLC 0.01% Reduce -87.5% 200 $16K
HM Payson & Co. 0.00% Add +0.5% 192 $15K
Hantz Financial Services, Inc. 0.00% Add +294.0% 197 $15K
Vision Retirement, LLC 0.00% New 191 $15K
Copia Wealth Management 0.01% No change 190 $15K
Portfolio Resources Advisor Group, Inc. 0.01% No change 189 $15K
North Star Investment Management Corp. 0.00% No change 188 $15K
Asset Dedication, LLC 0.00% No change 185 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 182 $14K
Allspring Global Investments Holdings, LLC 0.00% No change 176 $14K
Tradewinds Capital Management, LLC 0.00% New 170 $13K
Costello Asset Management, INC 0.00% Add +0.6% 170 $13K
Nemes Rush Group LLC 0.00% New 161 $13K
HHM Wealth Advisors, LLC 0.00% New 159 $12K
Chesapeake Asset Management LLC 0.01% No change 154 $12K
Merkkuri Wealth Advisors LLC 0.01% New 154 $12K
Harbor Asset Planning, Inc. 0.01% Add +0.7% 152 $12K
Peachtree Investment Partners, LLC 0.00% Add +3.4% 151 $12K
Longview Financial Advisors LLC 0.01% No change 150 $12K
Arcadia Investment Management Corp. 0.00% Reduce -9.7% 140 $11K
Investment Research & Advisory Group, Inc. 0.00% Add +0.7% 139 $11K
Bard Associates Inc. 0.00% New 137 $11K
Westside Investment Management, Inc. 0.00% No change 130 $10K
Meramec Financial Planners, LLC 0.00% New 121 $10K
City Holding Co. 0.00% New 121 $9K
Tsfg, LLC 0.00% Reduce -14.5% 112 $9K
KERR FINANCIAL PLANNING Corp 0.01% Add +1.8% 115 $9K
Brown Brothers Harriman & Co. 0.00% New 112 $9K
Rakuten Securities, Inc. 0.00% New 106 $8K
Wolff Wiese Magana LLC 0.00% No change 103 $8K
Advocate Investing Services LLC 0.01% No change 103 $8K
Sofi Wealth, LLC 0.00% Reduce -41.6% 97 $8K
Key Financial Inc 0.00% Reduce -87.7% 93 $7K
N.E.W. Advisory Services LLC 0.00% Reduce -55.1% 92 $7K
Darwin Wealth Management, LLC 0.00% New 89 $7K
Princeton Global Asset Management LLC 0.00% No change 81 $6K
Strategic Advisory Partners, LLC 0.00% New 78 $6K
Covestor Ltd 0.00% Reduce -40.5% 72 $6K
CX Institutional 0.00% Reduce -82.6% 73 $6K
BOK Financial Private Wealth, Inc. 0.00% No change 71 $6K
Cedar Mountain Advisors, LLC 0.00% No change 70 $5K
Pflug Koory, LLC 0.00% Add +1.5% 67 $5K
Nova Wealth Management, Inc. 0.00% New 66 $5K
Simplex Trading, LLC 0.00% Reduce -23.3% 66 $5K
4Thought Financial Group Inc. 0.00% Add +9.6% 57 $4K
Adirondack Trust Co. 0.00% No change 53 $4K
Legacy Bridge, LLC 0.00% No change 50 $4K
Indiana Trust & Investment Management Co 0.00% No change 48 $4K
Financial Connections Group, Inc. 0.00% Add +485.7% 41 $3K
GGM Financial LLC 0.00% New 38 $3K
Signaturefd, LLC 0.00% Reduce -50.0% 31 $2K
Oakworth Capital, Inc. 0.00% No change 27 $2K
Valued Wealth Advisors LLC 0.00% No change 26 $2K
Hilton Head Capital Partners, LLC 0.00% New 25 $2K
AlphaCore Capital LLC 0.00% Reduce -97.4% 21 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% Reduce -58.1% 18 $1K
Richardson Capital Management LLC 0.00% No change 17 $1K
GAMMA Investing LLC 0.00% Add +14.3% 16 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 15 $1K
Valley National Advisers Inc. 0.00% No change 22 $1K
DHJJ Financial Advisors, Ltd. 0.00% New 10 $785
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 6 $471
Steigerwald, Gordon & Koch Inc. 0.00% No change 6 $470
Russell Investments Group, Ltd. 0.00% No change 2 $122
RHL Group, LLC 0.00% Reduce -96.4% 1 $79
Trust Co 0.00% No change 1 $79
Gables Capital Management Inc. 0.00% No change 1 $78
Hoey Investments, Inc. 0.00% No change 1 $52

"% 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.