Vanguard Short-Term Bond ETFBSVETF

13F holders, Q2 2026 (June 30)
1,362holders +16
93new positions
75sold out
4famous investors
$77.87avg. 13F price*

At the end of Q2 2026, 1,362 institutions reported holding Vanguard Short-Term Bond ETF (BSV) in their 13F filings, up 16 from Q1 2026. 93 opened new positions and 75 sold out. The largest holders were Mercer Global Advisors Inc. ($3.9B), Creative Planning ($3.4B) and Envestnet Asset Management Inc. ($2.5B). 4 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).

Company
Vanguard Short-Term Bond ETF
CUSIP
921937827
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions93$116.8M
Exits75$43.6M

All 13F filers, Q1 2026 → Q2 2026: 33,204,046 shares bought and 25,453,568 shares sold, net +7,750,478 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,362 holders

Mercer Global Advisors Inc. 4.88% Add +11.5% 50,651,293 $3.9B
Creative Planning 2.00% Add +17.3% 43,838,959 $3.4B
Envestnet Asset Management Inc. 0.59% Add +2.5% 32,321,588 $2.5B
Empower Advisory Group, LLC 4.52% Add +7.8% 24,303,617 $1.9B
Morgan Stanley 0.10% Reduce -3.1% 23,641,308 $1.8B
Goldman Sachs Group Inc. 0.17% Add +3.8% 20,453,685 $1.6B
JPMorgan Chase & Co. 0.08% Reduce -49.2% 16,863,841 $1.3B
Allworth Financial LP 5.08% Reduce -12.5% 15,333,291 $1.2B
Bank of America Corp. 0.06% Reduce -3.0% 12,269,104 $955.9M
Northern Trust Corp. 0.09% Reduce -14.2% 9,933,587 $773.9M
Truepoint, Inc. 12.07% Add +2.8% 7,420,247 $578.1M
LPL Financial LLC 0.13% Add +1.9% 7,261,254 $565.7M
Captrust Financial Advisors 0.86% Add +12.1% 7,215,410 $562.2M
Wells Fargo & Company 0.09% Add +10.6% 6,757,611 $526.5M
Raymond James Financial Inc. 0.09% Add +5.9% 4,131,559 $321.9M
Lincoln National Corp. 7.93% Add +1.9% 3,979,162 $310.0M
UBS Group AG 0.05% Add +2.1% 3,963,408 $308.8M
Corient Private Wealth LP 0.43% Add +9.4% 3,956,884 $308.3M
Sequoia Financial Advisors, LLC 1.41% Add +7.5% 3,631,159 $282.9M
Royal Bank of Canada 0.05% Add +3.7% 3,590,227 $279.7M
Cerity Partners LLC 0.33% Add +3.3% 3,512,006 $273.6M
Bank of New York Mellon Corp 0.04% Add +3.0% 2,981,848 $232.3M
Commonwealth Equity Services, LLC 0.27% Reduce -2.5% 2,777,145 $216.4M
Cetera Investment Advisers 0.19% Add +5.5% 2,702,880 $210.6M
True Link Financial Advisors, LLC 11.75% Add +5.1% 2,608,375 $203.2M
Purpose Unlimited Inc. 7.72% Add +12.8% 2,571,864 $200.4M
MetLife Investment Management, LLC 0.87% Add +8.1% 2,459,500 $191.6M
Truist Financial Corp. 0.20% Add +15.8% 2,174,156 $169.4M
Focus Partners Wealth 0.17% Add +1.5% 2,168,154 $168.9M
Charles Schwab Investment Management Inc. 0.02% Add +5.3% 2,160,462 $168.3M
Jones Financial Companies LLLP 0.07% Add +14.7% 2,101,516 $164.0M
Osaic Holdings, Inc. 0.19% Add +14.7% 2,090,052 $162.9M
Wit, LLC 2.47% Reduce -1.3% 1,981,763 $154.4M
United Capital Financial Advisors, LLC 0.78% Reduce -5.2% 1,823,344 $142.0M
Northwestern Mutual Wealth Management Co. 0.07% Add +6.0% 1,702,387 $132.6M
Valmark Advisers, Inc. 1.40% Add +4.9% 1,689,123 $131.6M
Apella Capital, LLC 1.73% Reduce -4.6% 1,579,884 $122.6M
National Philanthropic Trust 1.74% Add +0.4% 1,546,257 $120.5M
&partners 0.47% Add +13.1% 1,466,522 $114.3M
Cambridge Investment Research Advisors, Inc. 0.26% Add +2.8% 1,459,721 $113.7M
RW Investment Management LLC 9.55% Add +4.4% 1,396,886 $108.8M
Freestone Capital Holdings, LLC 2.76% Add +15.3% 1,358,912 $105.9M
Assetmark, Inc. 0.18% Add +334.6% 1,350,385 $105.2M
Savant Capital, LLC 0.31% Add +78.6% 1,341,056 $104.9M
Ameriprise Financial Inc. 0.02% Add +7.0% 1,331,971 $103.1M
Beacon Pointe Advisors, LLC 0.47% Add +6.3% 1,303,886 $101.6M
Smithfield Trust Co 3.93% Add +0.6% 1,264,331 $98.5M
RS Crum Inc. 18.32% Add +5.2% 1,254,488 $97.7M
DAVENPORT & Co LLC 0.49% Reduce -0.2% 1,244,826 $97.0M
Exchange Traded Concepts, LLC 0.47% Add +14.9% 1,207,656 $94.1M
Fifth Third Bancorp 0.15% Reduce -24.3% 1,204,888 $93.9M
Fund Evaluation Group, LLC 2.49% Add +26988.7% 1,184,318 $92.3M
World Investment Advisors 1.52% Add +0.7% 1,173,676 $92.0M
Janney Montgomery Scott LLC 0.17% Add +6.3% 1,113,171 $86.7M
D.A. Davidson & Co. 0.47% Add +2.1% 1,082,377 $84.3M
Peapack Gladstone Financial Corp. 0.93% Add +1.3% 1,043,342 $81.3M
Martel Wealth Advisors LLC 12.21% Add +6.2% 996,458 $77.6M
Focus Partners Advisor Solutions, LLC 0.65% Add +31.7% 980,902 $76.4M
MML Investors Services, LLC 0.15% Add +18.4% 970,658 $75.6M
Envestnet Portfolio Solutions, Inc. 0.35% Add +6.3% 939,116 $73.2M
Manufacturers Life Insurance Company, The 0.06% Add +384.4% 893,913 $71.2M
Integris Wealth Management, LLC 14.14% Add +5.4% 898,698 $70.0M
Vanguard Advisers Inc. 0.23% Add +10.8% 873,886 $68.1M
First Merchants Corp. 2.39% Reduce -1.3% 871,815 $67.9M
HighTower Advisors, LLC 0.07% Add +2.6% 868,054 $67.6M
Stifel Financial Corp. 0.06% Add +3.0% 865,925 $67.5M
Windward Private Wealth Management Inc. 21.46% Add +2.1% 861,105 $67.1M
Petersen Hastings Wealth Advisors Inc. 5.54% Add +5.9% 847,131 $66.0M
Gemmer Asset Management LLC 4.39% Add +2.2% 838,296 $65.3M
Capital Analysts, LLC 1.45% Add +6.3% 808,296 $63.0M
International City Management Association Retirement Corp 26.31% Add +29.6% 776,816 $60.5M
Vestmark Advisory Solutions, Inc. 0.55% Add +19.1% 754,764 $58.8M
Composition Wealth, LLC 0.68% Add +8.0% 739,365 $57.6M
Trajan Wealth LLC 2.14% Add +6.4% 728,258 $56.7M
Arbor Investment Advisors, LLC 5.95% Add +7.3% 675,069 $52.6M
Betterment LLC 0.09% Add +5.5% 663,160 $51.7M
Farther Finance Advisors, LLC 0.39% Add +8.2% 636,517 $49.6M
Symmetry Partners, LLC 2.52% Add +2.4% 635,551 $49.5M
TD Capital Management LLC 4.03% Reduce -8.8% 633,341 $49.3M
Orion Porfolio Solutions, LLC 0.38% Add +32.6% 631,439 $49.2M
Presilium Private Wealth, LLC 7.36% Add +11.8% 615,146 $47.9M
Clark Asset Management, LLC 3.57% Add +12.9% 584,361 $45.5M
Old Peak Finance LLC 21.42% Add +12.4% 567,983 $44.3M
Tobias Financial Advisors, Inc. 5.61% Add +4.2% 566,494 $44.1M
Annandale Capital, LLC 6.43% Add +1.7% 556,851 $43.4M
Prime Capital Investment Advisors, LLC 0.42% Reduce -23.9% 551,860 $43.0M
Baird Financial Group, Inc. 0.06% Add +6.0% 548,717 $42.8M
Voya Financial Advisors, Inc. 3.45% Add +15.2% 502,763 $39.2M
Partners in Financial Planning 5.78% Add +2.4% 488,983 $38.1M
Savvy Advisors, Inc. 0.80% Add +9.1% 480,920 $37.5M
NewEdge Advisors, LLC 0.11% Add +11.5% 473,565 $36.9M
Wealthquest Corp 2.32% Add +3.8% 472,218 $36.8M
Human Investing LLC 4.73% Add +4.2% 468,074 $36.5M
CreativeOne Wealth, LLC 0.78% Add +10.6% 465,699 $36.3M
Compass Planning Associates Inc 19.46% Add +26.3% 462,096 $36.0M
PDS Planning, Inc 2.03% Add +4.3% 450,644 $35.1M
Mariner, LLC 0.04% Reduce -3.1% 447,856 $34.9M
Berkshire Money Management, Inc. 3.01% Add +0.5% 423,447 $33.0M
Sage Financial Management Group, Inc. 8.96% Add +10.8% 418,585 $32.6M
Park Avenue Securities LLC 0.20% Add +4.8% 415,886 $32.4M
Cullen/Frost Bankers, Inc. 0.32% Reduce -0.0% 412,366 $32.1M
Associated Banc-Corp 0.76% Add +8.5% 409,223 $31.9M
Elevation Point Wealth Partners, LLC 0.58% Add +17.2% 402,698 $31.4M
Greenup Street Wealth Management LLC 3.81% Add +13057.3% 401,299 $31.3M
AQR Capital Management 0.01% Add +18.5% 396,353 $30.9M
BlackRock, Inc. 0.00% Add +0.9% 389,857 $30.4M
Avior Wealth Management, LLC 0.79% Add +2.3% 385,620 $30.0M
Barr E S & Co. 1.66% Reduce -6.7% 380,212 $29.6M
Ancora Advisors LLC 0.57% Reduce -0.6% 379,608 $29.6M
Nisa Investment Advisors, LLC 0.09% Add +1.4% 378,263 $29.5M
Principal Financial Group Inc. 0.01% Add +1.3% 378,263 $29.5M
Cambridge Associates LLC /Ma/ 0.43% Add +102.7% 378,196 $29.5M
EverSource Wealth Advisors, LLC 0.97% Reduce -34.5% 369,592 $28.8M
Blue Trust, Inc. 0.28% Add +14.7% 340,954 $26.6M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -1.7% 337,295 $25.7M
Kwmg, LLC 1.85% Add +12.8% 328,412 $25.6M
Factor Wealth Management LTD 3.84% Add +35.7% 325,862 $25.4M
Graves Light Lenhart Wealth, Inc. 2.31% Add +4.0% 318,097 $24.8M
XML Financial, LLC 1.80% Add +16.8% 317,267 $24.7M
Blair William & Co. 0.06% Reduce -7.4% 317,149 $24.7M
Discipline Wealth Solutions, LLC 2.10% Add +4.8% 309,533 $24.1M
BetterWealth, LLC 4.20% Add +6.6% 304,624 $23.7M
Lighthouse Financial Services Inc. 4.90% Add +0.3% 300,301 $23.3M
Kestra Advisory Services, LLC 0.07% Add +18.9% 291,870 $22.7M
Beacon Capital Management, Inc. 1.38% Reduce -17.4% 291,773 $22.7M
Trellis Wealth Advisors LLC 7.68% Add +7.2% 287,328 $22.4M
Apollon Wealth Management, LLC 0.27% Add +7.4% 280,554 $21.9M
Parkside Financial Bank & Trust 1.49% Add +8.4% 279,487 $21.8M
Daymark Wealth Partners, LLC 0.53% Add +4264.2% 278,085 $21.7M
Kelman-Lazarov, Inc. 2.82% Add +3.5% 276,323 $21.5M
Greystone Financial Group, LLC 6.00% Reduce -1.7% 275,668 $21.5M
Lutz Financial Services LLC 1.30% Add +4.1% 274,930 $21.4M
Allied Investment Advisors, LLC 2.68% New 273,991 $21.3M
Bartlett & Co. Wealth Management LLC 0.27% Reduce -5.5% 272,376 $21.2M
Evolution Advisers, Inc. 7.71% Add +6.5% 269,333 $21.0M
Citigroup Inc. 0.01% Add +4.9% 266,996 $20.8M
MilWealth Group LLC 4.37% Add +8.0% 262,722 $20.5M
Waterford Advisors, LLC 5.57% Add +6.4% 421,601 $20.4M
Modera Wealth Management, LLC 0.22% Add +9.0% 259,783 $20.2M
Wiser Wealth Management, Inc 3.73% Add +2.8% 250,382 $19.5M
Wealth Dimensions Group, Ltd. 3.49% Reduce -0.3% 250,190 $19.5M
eCIO, Inc. 5.47% Add +9.9% 249,955 $19.5M
Fort Henry Capital, LLC 10.68% Add +3.1% 248,902 $19.4M
Atria Investments, Inc 0.19% Reduce -26.6% 247,490 $19.3M
Stephenson & Company, Inc. 8.98% Add +1.5% 245,951 $19.2M
Sax Wealth Advisors, LLC 0.77% Add +768.8% 240,584 $18.9M
Brewster Financial Planning LLC 10.34% Add +0.7% 241,799 $18.8M
Alaska Wealth Advisors, LLC 2.01% Add +0.6% 238,422 $18.6M
Financial Engines Advisors L.L.C. 0.03% Add +8.9% 237,928 $18.5M
Level Financial Advisors 4.14% Add +4.9% 237,879 $18.5M
Arax Advisory Partners 0.12% Add +43.3% 230,538 $18.0M
Bank of Montreal 0.01% Add +3.0% 229,668 $17.9M
M&T Bank Corp 0.05% Add +2.5% 229,061 $17.8M
First Heartland Consultants, Inc. 1.15% Reduce -30.7% 228,811 $17.8M
Silver Oak Advisory Group, Inc. 7.01% Add +2.1% 228,325 $17.8M
Tillman Hartley LLC 3.99% Add +4.1% 228,068 $17.8M
Brookstone Capital Management 0.18% Add +17.3% 227,554 $17.7M
Forza Wealth Management, LLC 5.40% Add +102.5% 226,104 $17.6M
Your Advocates Ltd., LLP 4.98% Add +5.6% 223,762 $17.4M
Nwam LLC 0.87% Reduce -6.6% 223,731 $17.4M
United Services Automobile Association 1.37% Add +52.3% 217,799 $17.0M
TD Private Client Wealth LLC 0.31% Add +4.1% 216,722 $16.9M
Mustard Seed Financial, LLC 8.72% Add +5.5% 215,391 $16.8M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.82% Add +15.6% 213,928 $16.7M
Safir Wealth Advisors, LLC 10.82% Add +7.3% 213,718 $16.7M
NewEdge Wealth, LLC 0.16% Reduce -20.9% 208,728 $16.3M
HUB Investment Partners, LLC 0.30% Add +3.8% 208,717 $16.3M
Investment Planning Advisors, Inc. 3.76% Add +69.7% 208,650 $16.3M
Oath Planning, LLC 12.06% Add +23.0% 208,593 $16.3M
OneDigital Investment Advisors LLC 0.14% Reduce -1.6% 206,533 $16.1M
Eagle Rock Investment Company, LLC 1.98% Add +30.9% 205,530 $16.0M
First Horizon Corp. 0.60% Reduce -5.7% 200,338 $15.6M
SouthState Bank Corp 0.64% Add +5.6% 195,916 $15.3M
Bleakley Financial Group, LLC 0.19% Add +73.5% 194,996 $15.2M
Alaska Permanent Capital Management, LLC 0.98% Add +7.0% 192,591 $15.0M
Vertrix Wealth Management, LLC 5.01% Add +6.4% 190,848 $14.9M
Harfst & Associates, Inc. 2.28% Add +56.8% 188,444 $14.7M
Natixis Advisors, LLC 0.02% Add +10.6% 187,015 $14.6M
Concurrent Investment Advisors, LLC 0.12% Add +1.4% 186,511 $14.5M
US Bancorp \de 0.02% Reduce -3.9% 185,737 $14.5M
OneAscent Financial Services LLC 0.69% Reduce -3.9% 185,661 $14.5M
Cornerstone Investment Partners, LLC 0.48% Add +32.3% 185,356 $14.4M
Leavell Investment Management, Inc. 0.53% Add +4.8% 184,685 $14.4M
SigFig Wealth Management, LLC 0.38% Add +1.1% 183,517 $14.3M
Choreo, LLC 0.15% Add +4.2% 180,722 $14.1M
Bay Harbor Wealth Management, LLC 3.25% Add +0.9% 180,697 $14.1M
PNC Financial Services Group, Inc. 0.01% Reduce -2.4% 180,522 $14.1M
Frankly Finances, LLC 11.08% Add +5.0% 179,877 $14.0M
Vawter Financial, Ltd. 5.10% Add +7.5% 173,700 $13.5M
C M Bidwell & Associates Ltd. 5.48% Reduce -1.3% 172,159 $13.4M
Susquehanna International Group, LLP 0.01% New 171,474 $13.4M
Ames National Corp. 7.32% Add +4.8% 170,831 $13.3M
Farmers & Merchants Investments Inc. 0.32% Add +0.3% 168,486 $13.1M
Disciplina Capital Management LLC 1.35% Reduce -6.7% 167,162 $13.0M
Smartleaf Asset Management LLC 0.42% No change 164,517 $12.8M
Sovereign Financial Group, Inc. 1.96% Add +6.3% 164,471 $12.8M
Elevate Wealth Advisory, Inc. 7.30% Add +4.5% 164,155 $12.8M
Stone Summit Wealth LLC 3.24% Reduce -1.6% 163,804 $12.8M
Colter Lewis Investment Partners LLC 5.65% Add +0.2% 163,265 $12.7M
Eaton-Cambridge Inc. 3.57% Add +1.0% 163,016 $12.7M
Ni Acquisitions Company, LLC 5.35% — 161,003 $12.5M
National Bank of Canada 0.01% Reduce -4.8% 159,082 $12.4M
RFG Advisory, LLC 0.19% Reduce -2.0% 158,860 $12.4M
Morris Financial Concepts, Inc. 3.77% Add +7.0% 157,721 $12.3M
Kestra Private Wealth Services, LLC 0.14% Reduce -1.4% 157,682 $12.3M
Columbia River Financial Group, LLC 6.58% Add +9.6% 157,171 $12.2M
DiPaolo Financial Group, Inc. 8.00% Add +4.2% 157,083 $12.2M
Mutual Advisors, LLC 0.23% Add +2.6% 155,476 $12.1M
J.W. Cole Advisors, Inc. 0.21% New 154,496 $12.0M
HTG Investment Advisors, Inc. 3.08% Reduce -27.0% 154,196 $12.0M
Parker Financial LLC 4.33% Reduce -0.1% 152,001 $11.8M
Integrated Wealth Concepts LLC 0.08% Add +9.8% 151,784 $11.8M
City State Bank 2.66% Add +1.6% 149,098 $11.6M
Fidato Wealth LLC 6.77% Add +5.2% 148,686 $11.6M
CGN Advisors LLC 0.85% Add +2.1% 148,625 $11.6M
Pines Wealth Management, LLC 3.32% Add +1.3% 147,950 $11.5M
Commerce Bank 0.05% Reduce -1.8% 147,540 $11.5M
Scotia Capital Inc. 0.04% Add +1.0% 147,140 $11.5M
Mountain Pacific Investment Advisers LLC 1.79% Reduce -2.3% 146,058 $11.4M
Sanctuary Advisors, LLC 0.05% Add +4.1% 145,888 $11.4M
Torrey-Payne Wealth Management, LLC 9.34% Add +4.8% 145,726 $11.4M
Adaptive Financial Consulting, LLC 3.97% Reduce -1.4% 145,499 $11.3M
Hopwood Financial Services, Inc. 6.52% Add +10.7% 144,402 $11.3M
Alkeme Wealth, LLC 4.30% Add +4.5% 144,195 $11.2M
McAdam, LLC 0.43% Reduce -43.5% 143,484 $11.2M
Crews Bank & Trust 1.44% Add +2.4% 142,016 $11.1M
Private Advisor Group, LLC 0.05% Reduce -50.5% 141,792 $11.0M
Focus Financial Network, Inc. 0.34% Add +4.0% 141,122 $11.0M
Cherry Tree Wealth Management, LLC 2.06% Add +5.4% 140,590 $11.0M
3 Factor Indexing, LLC 9.22% Reduce -14.7% 139,894 $10.9M
Zeit Capital LLC 6.56% Add +3.0% 139,747 $10.9M
Sand Hill Global Advisors, LLC 0.33% Reduce -0.1% 139,513 $10.9M
REDW Wealth LLC 3.88% Reduce -12.6% 139,165 $10.8M
Great Valley Advisor Group, Inc. 0.17% Reduce -22.3% 137,193 $10.7M
Tribridge Partners Financial LLC 4.14% Reduce -0.8% 136,183 $10.6M
VCI Wealth Management LLC 2.64% Reduce -0.6% 134,999 $10.5M
Vise Technologies, Inc. 0.12% Add +263.2% 134,375 $10.5M
Resolute Capital, LLC 3.59% Reduce -6.7% 133,574 $10.4M
Wealthspire Advisors, LLC 0.06% Add +14.0% 133,398 $10.4M
Lynch Investment Planning, LLC 7.95% Add +21.2% 132,781 $10.3M
Pathstone Holdings, LLC 0.03% Add +33.9% 132,302 $10.3M
Ameritas Advisory Services, LLC 0.21% Add +97.6% 132,255 $10.3M
IFG Advisors, LLC 1.42% Add +3.7% 131,806 $10.3M
Headinvest, LLC 1.86% Reduce -2.0% 128,262 $10.0M
Cahill Financial Advisors Inc. 0.96% Add +0.2% 127,811 $10.0M
Aspire Private Capital, LLC 2.06% Add +8.9% 127,664 $9.9M
Man Group plc 0.02% Add +131.2% 126,500 $9.9M
Kathmere Capital Management, LLC 0.52% Add +2.1% 126,330 $9.8M
White Lighthouse Investment Management Inc. 1.21% Add +3.6% 124,748 $9.7M
SageView Advisory Group, LLC 0.32% Add +243.2% 124,335 $9.7M
Rf&l Wealth Management, LLC 6.55% Add +7.2% 124,199 $9.7M
Arcadia Wealth Management, LLC 3.04% Add +7.4% 124,115 $9.7M
BNP Paribas Financial Markets 0.01% Reduce -4.3% 124,095 $9.7M
Old Mission Capital LLC 0.24% New 121,157 $9.4M
Successful Portfolios LLC 4.37% Add +10.2% 120,461 $9.3M
Rockefeller Capital Management L.P. 0.01% Reduce -1.2% 118,556 $9.2M
Clarity Capital Advisors, LLC 3.84% Add +2.1% 117,442 $9.1M
Mission Wealth Management, LP 0.11% Add +0.2% 115,941 $9.0M
Thrivent Financial for Lutherans 0.02% Add +22.9% 114,395 $8.9M
Principal Securities, Inc. 0.11% Add +15.8% 113,043 $8.8M
Parr McKnight Wealth Management Group, LLC 1.04% Add +6.4% 112,429 $8.8M
Root Financial Partners, LLC 0.33% Add +24.5% 110,616 $8.6M
Cacti Asset Management LLC 0.43% Add +42.6% 110,293 $8.6M
Elevatus Welath Management 2.08% Add +1192.0% 109,778 $8.6M
Cornerstone Financial Group, LLC 5.27% Add +4.2% 109,645 $8.5M
Essential Planning, LLC. 2.41% Add +5.1% 109,242 $8.5M
Fortis Advisors, LLC 3.95% Reduce -1.0% 108,249 $8.4M
Mills Wealth Advisors LLC 2.63% Add +10.7% 107,263 $8.4M
IHT Wealth Management, LLC 0.18% Reduce -0.1% 105,840 $8.2M
Regal Investment Advisors LLC 0.43% Add +2.4% 105,018 $8.2M
Austin Asset Management Co Inc 1.16% Reduce -6.0% 104,749 $8.2M
Krane Financial Solutions LLC 5.00% Add +1.8% 104,176 $8.1M
Retiremitten Financial LLC 3.41% Add +10.2% 103,693 $8.1M
First Trust Advisors LP 0.00% New 103,475 $8.1M
Investment Partners, LTD. 2.51% Add +11.8% 103,194 $8.0M
Parallel Advisors, LLC 0.12% Add +16.2% 102,603 $8.0M
Compound Planning, Inc. 0.21% Add +2.6% 102,436 $8.0M
Sfam, LLC 6.50% Add +24.7% 102,303 $8.0M
Uptown Financial Advisors LLC 5.72% No change 100,179 $7.8M
Capital Investment Management, Inc. 2.38% Add +0.6% 99,616 $7.8M
Waterloo Capital, L.P. 0.44% Reduce -39.9% 99,419 $7.7M
Capital Investment Advisors, LLC 0.10% Reduce -1.5% 98,677 $7.7M
Ashton Thomas Private Wealth, LLC 0.16% Add +12.3% 97,469 $7.6M
Ellevest, Inc. 0.89% Add +139.8% 212,967 $7.6M
Culbertson A N & Co. Inc. 0.88% Reduce -1.9% 97,226 $7.6M
Echo45 Advisors LLC 3.91% Add +5.6% 97,127 $7.6M
Foundation Wealth Management, LLC\PA 2.24% Reduce -1.9% 95,085 $7.4M
Hohimer Wealth Management, LLC 0.76% Add +36.7% 94,627 $7.4M
Shah Wealth Advisors, LLC 1.68% — 93,651 $7.3M
Slow Capital, Inc. 0.83% Add +4.6% 91,262 $7.1M
Renaissance Technologies 0.01% New 91,055 $7.1M
Bull Street Advisors, LLC 3.24% Reduce -3.1% 91,041 $7.1M
Prudent Man Advisors, LLC 1.61% Reduce -0.7% 90,473 $7.0M
Bath Savings Trust Co 0.72% Reduce -4.4% 89,259 $7.0M
Harbour Investments, Inc. 0.09% Reduce -6.5% 89,192 $6.9M
First American Trust, FSB 0.42% Reduce -20.4% 89,178 $6.9M
Diversified Portfolios, Inc. 0.50% Reduce -6.6% 89,097 $6.9M
Washington Capital Management, Inc. 4.57% New 88,655 $6.9M
Earned Wealth Advisors, LLC 0.44% Reduce -10.7% 87,873 $6.8M
Maimon Wealth Management LTD. 5.27% Add +12.6% 87,735 $6.8M
PCG Asset Management, LLC 4.88% Add +2.4% 87,365 $6.8M
Houlihan Financial Resource Group, Ltd. 2.41% Reduce -1.1% 86,654 $6.8M
TFC Financial Management, Inc. 0.74% Reduce -21.4% 85,616 $6.7M
Pacific Park Financial, Inc. 3.85% Add +12.5% 85,169 $6.6M
Strategic Investment Advisors / MI 0.40% Reduce -4.5% 85,165 $6.6M
Elevated Capital Advisors, LLC 1.81% Add +7.4% 84,558 $6.6M
Carnegie Investment Counsel 0.13% Add +88.5% 84,501 $6.6M
Merit Financial Group, LLC 0.04% Reduce -9.6% 84,175 $6.6M
Bank of Hawaii 0.32% Add +6.7% 83,896 $6.5M
Prosperity Consulting Group, LLC 0.25% Add +6.5% 83,378 $6.5M
Integrity Investment Advisors, LLC 2.81% Add +18.2% 82,811 $6.5M
AE Wealth Management LLC 0.03% Add +0.5% 82,025 $6.4M
BancFirst Trust & Investment Management 2.70% Add +12.8% 81,776 $6.4M
Compass Financial Group, Inc. (Ohio) 4.25% Add +1.8% 81,665 $6.4M
Bull Oak Capital, LLC 2.12% Add +2.9% 81,647 $6.4M
Centennial Bank 2.04% Add +1.7% 81,410 $6.3M
Arcataur Capital Management LLC 1.57% Add +1.5% 81,401 $6.3M
Bluestem Financial Advisors, LLC 2.20% Reduce -2.7% 80,452 $6.3M
Precision Wealth Strategies, LLC 1.86% Reduce -11.2% 79,326 $6.2M
Parkwoods Wealth Partners, LLC 0.99% Add +48.7% 79,262 $6.2M
Rathbones Group PLC 0.02% Add +1.2% 79,210 $6.2M
Phillip James Consulting Co. 4.10% Add +733.2% 78,750 $6.1M
Mosley Wealth Management 1.95% Add +1801.5% 78,721 $6.1M
Patriot Investment Management Group, Inc. 0.35% Reduce -14.8% 77,650 $6.0M
Retirement Wealth Solutions LLC 3.33% Add +1.4% 77,578 $6.0M
Dynamic Advisor Solutions LLC 0.17% Reduce -14.5% 77,370 $6.0M
Harbour Trust & Investment Management Co 0.58% Add +6.0% 76,818 $6.0M
Mgo One Seven LLC 0.10% Reduce -37.5% 76,518 $6.0M
Sunesis Advisors, LLC 2.46% Add +0.1% 76,433 $6.0M
Brown Advisory Inc. 0.01% Reduce -9.1% 75,203 $5.9M
JMN Financial LLC 4.51% Add +9.9% 74,446 $5.8M
Moneta Group Investment Advisors LLC 0.04% Add +4.8% 74,382 $5.8M
Marquette Associates, Inc. 4.18% No change 73,690 $5.7M
Kanawha Capital Management LLC 0.37% Reduce -0.3% 73,259 $5.7M
BIP Wealth, LLC 0.16% Add +2072.9% 73,053 $5.7M
Financial Plan, Inc. 0.53% Reduce -4.9% 71,969 $5.6M
Darrow Company, Inc. 2.16% Reduce -0.9% 71,456 $5.6M
VestGen Advisors, LLC 0.16% Reduce -0.9% 70,867 $5.5M
Cooke Wealth Management, LLC 4.51% Add +3.0% 70,730 $5.5M
Oppenheimer & Co. Inc. 0.06% Reduce -1.0% 70,406 $5.5M
Voya Investment Management LLC 0.01% Add +35.3% 69,167 $5.4M
Consilium Wealth Advisory, LLC 1.59% Add +2.3% 68,912 $5.4M
Hopwood Nicholas Hunter 1.46% Add +5.4% 68,194 $5.3M
Valpey Financial Services, LLC 3.14% Add +8.0% 67,611 $5.3M
Financial Gravity Companies, Inc. 0.85% — 67,546 $5.3M
Kintra Wealth, LLC 0.27% Reduce -37.3% 67,361 $5.2M
Ferguson Johnson Wealth Management Inc 3.79% Add +6.0% 66,656 $5.2M
Sage Investment Advisers LLC 3.48% Add +34.2% 66,468 $5.2M
Manuka Financial, LLC 2.68% Reduce -5.8% 66,269 $5.2M
Alps Advisors Inc. 0.02% Reduce -58.5% 66,023 $5.1M
Perigon Wealth Management, LLC 0.08% Add +5.4% 65,897 $5.1M
Belleair Asset Management, LLC 4.29% Reduce -4.7% 65,477 $5.1M
Integrated Advisors Network LLC 0.23% Add +4.7% 64,839 $5.1M
Sigma Planning Corp 0.13% Add +21.9% 64,719 $5.0M
Gladwyn Financial Advisors, Inc. 3.14% Add +5.7% 64,405 $5.0M
Somnio Financial Group, LLC 2.96% Add +4.6% 64,153 $5.0M
Argent Trust Co 0.14% Add +267.9% 64,109 $5.0M
Alliancebernstein L.P. 0.00% Add +11.6% 63,026 $4.9M
Boston Family Office LLC 0.30% Add +6.7% 63,387 $4.9M
Raffa Wealth Management, LLC 0.62% Reduce -3.9% 63,170 $4.9M
BHK Investment Advisors, LLC 1.47% Add +3.3% 63,042 $4.9M
Wealthfront Advisers LLC 0.01% Add +3.9% 62,341 $4.9M
Kiley Juergens Wealth Management, LLC 0.76% Add +2.9% 62,236 $4.8M
United Financial Planning Group LLC 2.46% Add +11.4% 62,065 $4.8M
IFG Advisory, LLC 0.17% Add +27433.8% 61,951 $4.8M
Sterling Financial Planning, Inc. 1.31% Add +5.4% 61,799 $4.8M
Planning Directions Inc. 2.22% Reduce -24.6% 61,633 $4.8M
OMNI 360 Wealth, Inc. 2.21% Reduce -1.8% 61,378 $4.8M
Advisory Services Network, LLC 0.05% Add +9.8% 61,130 $4.8M
Neumann Capital Management, LLC 3.13% Reduce -1.5% 60,699 $4.7M
Apex Wealth Management, LLC 2.87% Reduce -4.9% 60,281 $4.7M
Phillips Financial Management, LLC 0.34% Reduce -23.4% 59,924 $4.7M
Ridgewood Investments LLC 1.74% Reduce -14.4% 59,535 $4.6M
Vistica Wealth Advisors, LLC 3.99% Add +31.2% 59,181 $4.6M
Karpus Management, Inc. 0.13% Reduce -0.9% 58,845 $4.6M
Fifth Third Securities, Inc. 0.26% Add +16.1% 58,703 $4.6M
Ti-Trust, Inc. 2.44% Reduce -0.3% 58,155 $4.5M
WBH Advisory Inc. 0.30% Reduce -28.6% 58,139 $4.5M
Main Street Financial Solutions, LLC 0.29% Reduce -57.7% 57,326 $4.5M
Infinity Wealth Counsel, LLC 3.60% Add +8.1% 57,238 $4.5M
Signal Tree Financial Partners LLC 2.94% Add +5.2% 56,873 $4.4M
Fonville Wealth Management LLC 0.72% Reduce -7.8% 56,661 $4.4M
Brighton Jones LLC 0.08% Add +6.9% 56,625 $4.4M
Benjamin Edwards Inc. 0.04% Add +24.9% 56,425 $4.4M
Wealth Architects, LLC 0.34% Add +5.2% 55,922 $4.4M
Courage Miller Partners, LLC 1.15% Add +1.3% 55,838 $4.4M
TD Waterhouse Canada Inc. 0.01% Reduce -0.7% 56,031 $4.3M
FLC Capital Advisors 0.71% Add +9.2% 55,402 $4.3M
Cibc World Market Inc. 0.01% Add +398.1% 54,806 $4.3M
Arrowroot Family Office, LLC 1.21% Reduce -1.3% 54,282 $4.2M
Per Stirling Capital Management, LLC. 0.40% Reduce -2.0% 54,261 $4.2M
Pure Financial Advisors, LLC 0.05% Add +11.3% 54,122 $4.2M
CIBC Bancorp USA Inc. 0.01% Add +411.2% 53,700 $4.2M
Oppenheimer Asset Management Inc. 0.04% Add +12.9% 53,639 $4.2M
Galvin, Gaustad & Stein, LLC 0.31% Add +2.2% 53,378 $4.2M
Haverford Trust Co 0.04% No change 53,310 $4.2M
Cranbrook Wealth Management, LLC 0.78% Reduce -15.1% 53,234 $4.1M
Beaird Harris Wealth Management, LLC 0.25% Reduce -1.4% 51,956 $4.0M
Good Harbor Advisors, Inc. 3.90% Add +6.8% 51,117 $4.0M
Caldwell Trust Co 0.32% Add +16.2% 51,045 $4.0M
Pinnacle Financial Partners, Inc. 0.03% Reduce -2.8% 50,714 $4.0M
Koss-Olinger Consulting, LLC 0.30% Add +12.7% 50,190 $3.9M
Agf Management Ltd. 0.02% Reduce -0.1% 49,945 $3.9M
MAI Capital Management 0.01% Reduce -15.1% 49,926 $3.9M
Colorado Capital Management, Inc. 1.33% Add +5.5% 49,866 $3.9M
Sterling Investment Management, LLC 2.12% Reduce -7.8% 49,654 $3.9M
Lanark Financial, Inc. 0.26% Add +19.8% 49,631 $3.9M
Evensky & Katz LLC 0.20% Add +15.6% 49,579 $3.9M
Eastern Bank 0.06% Add +5.0% 49,568 $3.9M
Welch & Forbes LLC 0.05% Reduce -14.9% 49,210 $3.8M
McNaughton Wealth Management, LLC 1.36% Add +9.2% 49,156 $3.8M
HT Partners LLC 1.06% Add +7.9% 49,103 $3.8M
Edgestream Partners, L.P. 0.11% Add +792.0% 47,926 $3.7M
BLB&B Advisors, LLC 0.14% Add +2.8% 47,877 $3.7M
Foster Group, Inc. 0.10% Add +2.2% 47,843 $3.7M
Arkadios Wealth Advisors 0.06% Add +4.0% 47,822 $3.7M
TCTC Holdings, LLC 0.10% No change 47,755 $3.7M
B. Riley Wealth Advisors, Inc. 0.20% Reduce -4.0% 47,537 $3.7M
Towne Trust Company, N.A 1.13% Add +19.1% 47,544 $3.7M
Valley Wealth Managers, Inc. 0.21% Add +1.1% 47,336 $3.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% Add +4.0% 47,292 $3.7M
HB Wealth Management, LLC 0.02% Add +8.5% 47,016 $3.7M
Ackerman Capital Advisors, LLC 0.73% Reduce -3.5% 46,750 $3.6M
TCI Wealth Advisors, Inc. 0.16% Reduce -0.1% 46,687 $3.6M
Connecticut Wealth Management, LLC 0.13% Reduce -5.1% 46,542 $3.6M
Arbor Wealth Advisors LLC 2.21% Add +15.1% 46,403 $3.6M
Pearl Planning LLC 1.66% Add +17.0% 46,281 $3.6M
Vanguard National Trust Co 0.19% Reduce -2.6% 45,658 $3.6M
Moller Wealth Partners 0.64% Add +1.3% 45,604 $3.6M
Sellwood Investment Partners LLC 1.25% Add +0.2% 45,402 $3.5M
Brand Asset Management Group, Inc. 0.78% Add +6.5% 45,114 $3.5M
Lodestone Wealth Management LLC 1.24% Add +0.5% 45,113 $3.5M
Patten Group, Inc. 0.55% Add +7.3% 45,024 $3.5M
Stratos Wealth Partners, LTD. 0.04% Add +13.5% 44,921 $3.5M
Red Mountain Financial, LLC 2.93% Add +1.6% 44,872 $3.5M
Global Retirement Partners, LLC 0.05% — 44,795 $3.5M
Meridian Wealth Management, LLC 0.11% Reduce -1.0% 44,352 $3.5M
Rockbridge Investment Management, LCC 0.28% Reduce -11.0% 44,031 $3.4M
Stephens Inc. 0.04% Reduce -3.8% 43,875 $3.4M
Citizens Financial Group Inc. 0.04% Add +2.1% 43,673 $3.4M
Wescott Financial Advisory Group, LLC 0.26% Add +0.6% 43,499 $3.4M
Cornerstone Wealth Management, LLC 0.14% Add +13.3% 43,031 $3.4M
EP Wealth Advisors, LLC 0.01% Add +2.3% 42,785 $3.3M
Traveka Wealth, LLC 1.10% Add +0.6% 42,413 $3.3M
Toronto Dominion Bank 0.01% New 42,406 $3.3M
DBK Financial Counsel, LLC 2.73% Reduce -31.6% 41,796 $3.3M
First Hawaiian Bank 0.41% Add +0.0% 41,621 $3.2M
Steward Partners Investment Advisory, LLC 0.02% Reduce -85.4% 41,613 $3.2M
XY Planning Network, Inc. 0.40% Add +499.4% 41,386 $3.2M
Bryn Mawr Trust Advisors, LLC 0.14% Reduce -0.1% 41,370 $3.2M
Leeward Financial Partners, LLC 0.84% Add +9.1% 41,220 $3.2M
Novak & Powell Financial Services, Inc. 1.50% Add +116.2% 40,606 $3.2M
Affinity Capital Advisors, LLC 0.38% Reduce -1.4% 39,940 $3.1M
Calton & Associates, Inc. 0.45% Reduce -14.4% 39,548 $3.1M
Silver Oak Securities, Incorporated 0.19% Reduce -1.6% 39,215 $3.1M
Ally Invest Advisors Inc. 0.18% Add +7.6% 39,130 $3.0M
Aletheian Wealth Advisors LLC 1.30% Add +2.6% 39,118 $3.0M
Compass Wealth Management LLC 0.57% Add +22.1% 38,720 $3.0M
Performance Wealth Partners, LLC 0.07% Reduce -0.8% 38,192 $3.0M
Leo H. Evart, Inc. 2.33% Add +2.3% 37,898 $3.0M
Central Pacific Bank - Trust Division 0.31% Add +14.7% 37,851 $2.9M
Geneos Wealth Management Inc. 0.06% Add +1.4% 37,741 $2.9M
Aspirean Wealth, LLC 2.73% Add +1.2% 37,689 $2.9M
Jane Street Group, LLC 0.00% Add +1350.0% 37,671 $2.9M
Allodium Investment Consultants, LLC 1.24% Add +5.3% 37,413 $2.9M
FC Advisory LLC 0.77% Add +1.3% 37,385 $2.9M
Lazard Asset Management LLC 0.00% Reduce -4.5% 37,379 $2.9M
Robinswood Financial LLC 0.83% Reduce -1.8% 37,336 $2.9M
First National Bank of Omaha 0.08% Add +5.3% 36,971 $2.9M
IMA Advisory Services, Inc. 0.18% New 36,983 $2.9M
Alesco Advisors, LLC, An ESL Co 0.07% Add +1.7% 36,912 $2.9M
Gotham Asset Management 0.01% Add +124.5% 36,578 $2.8M
Jacobsen Capital Management 0.83% Add +9.5% 36,570 $2.8M
MCF Advisors LLC 0.10% Reduce -2.4% 36,379 $2.8M
Westfuller Advisors, LLC 1.03% Add +2.7% 36,374 $2.8M
Acropolis Investment Management, LLC 0.11% Add +1.7% 36,330 $2.8M
Opus Financial Solutions LLC 2.28% Reduce -4.1% 36,324 $2.8M
Forum Private Client Group LLC 0.84% Reduce -8.0% 36,285 $2.8M
Websterrogers Financial Advisors, LLC 0.72% Reduce -8.3% 35,916 $2.8M
Legacy Wealth Partners, LLC 0.62% Add +5.4% 35,713 $2.8M
Woodside Wealth Management LLC 1.93% Add +2.1% 35,639 $2.8M
Alpha Omega Wealth Management LLC 0.42% Add +0.1% 35,461 $2.8M
Naples Global Advisors, LLC 0.17% Add +4.5% 35,289 $2.7M
Avidian Wealth Enterprises, LLC 0.08% Add +35.0% 35,257 $2.7M
Prostatis Group LLC 0.64% Reduce -4.9% 35,232 $2.7M
Evanson Financial, LLC 0.13% — 35,111 $2.7M
Greenspring Advisors, LLC 0.15% Add +1.7% 34,395 $2.7M
Waverly Advisors, LLC 0.02% Add +16.1% 34,256 $2.7M
Level Wealth Management LLC 1.06% Add +10.2% 34,088 $2.7M
FIDELIS iM, LLC 0.89% Reduce -39.7% 33,432 $2.6M
American Investment Services, Inc. 0.55% Add +3.0% 33,262 $2.6M
PFG Advisors 0.13% Add +9.0% 33,240 $2.6M
Proffitt & Goodson Inc. 0.36% Add +2.6% 33,210 $2.6M
Spire Wealth Management 0.08% Add +24.6% 33,012 $2.6M
Capital Group Private Client Services, Inc. 0.04% Add +205.6% 32,914 $2.6M
Avion Wealth 0.48% Add +0.2% 32,891 $2.6M
Becker Capital Management Inc. 0.07% Reduce -3.0% 32,849 $2.6M
Columbia Asset Management 0.44% Add +0.1% 32,731 $2.6M
Roundview Capital LLC 0.14% Add +0.8% 32,693 $2.5M
Enstar Group LTD 1.16% No change 32,166 $2.5M
Old Port Advisors 0.49% Add +2.5% 32,144 $2.5M
Aua Capital Management, LLC 1.16% Reduce -0.5% 32,079 $2.5M
Cary Street Partners Financial LLC 0.05% Add +0.9% 32,045 $2.5M
Brighton Securities Corp. 1.06% Add +1.7% 31,691 $2.5M
Everett Harris & Co. 0.03% Reduce -0.8% 31,254 $2.4M
Whittier Trust Co. 0.02% Add +10.4% 30,884 $2.4M
Independent Financial Group, LLC 0.04% Add +4.3% 30,818 $2.4M
Good Steward Wealth Advisors,LLC 1.44% Add +1.1% 30,583 $2.4M
Certior Financial Group, LLC 1.29% Add +7.5% 30,185 $2.4M
Bragg Financial Advisors, Inc 0.06% Add +2.8% 30,027 $2.3M
FSB Premier Wealth Management, Inc. 0.66% Add +0.6% 29,936 $2.3M
Mma Asset Management LLC 0.74% Reduce -2.8% 29,844 $2.3M
Family Wealth Partners, LLC 0.71% Reduce -1.9% 29,607 $2.3M
Capital Advisors, Ltd. LLC 0.23% Add +4.3% 29,587 $2.3M
Eclectic Associates Inc. 0.26% Reduce -8.8% 29,584 $2.3M
Koshinski Asset Management, Inc. 0.12% Reduce -3.4% 29,494 $2.3M
Atlanta Consulting Group Advisors, LLC 0.36% Add +4.6% 29,411 $2.3M
Harpswell Capital Advisors, LLC 1.46% Add +6.1% 29,191 $2.3M
Bfsg, LLC 0.20% Add +2.4% 29,159 $2.3M
Mosaic Family Wealth Partners, LLC 0.15% Add +2.3% 29,104 $2.3M
Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies 1.78% Add +7.6% 29,078 $2.3M
Soltis Investment Advisors LLC 0.13% Reduce -1.8% 29,078 $2.3M
PFG Investments, LLC 0.09% Add +20.4% 29,002 $2.3M
180 Wealth Advisors, LLC 0.23% Reduce -1.2% 28,981 $2.3M
Entruity Wealth, LLC 1.46% New 28,958 $2.3M
Navalign, LLC 0.52% Add +5.5% 28,900 $2.3M
GreatBanc Trust CO 1.39% Add +6.1% 28,782 $2.2M
Chicago Partners Investment Group LLC 0.04% Add +13.5% 28,903 $2.2M
Mitchell McLeod Pugh & Williams Inc. 0.27% Add +20.3% 28,683 $2.2M
Evergreen Wealth Management, LLC 1.04% Add +4.4% 28,421 $2.2M
Absolute Capital Management, LLC 0.55% Add +8.9% 28,118 $2.2M
Crestwood Advisors Group, LLC 0.03% Add +2.4% 27,937 $2.2M
Paladin Partners, LLC 1.43% Add +7.7% 27,797 $2.2M
American Financial & Tax Strategies Inc. 0.97% No change 27,606 $2.2M
Thompson Investment Management, Inc. 0.25% Add +1.2% 27,588 $2.1M
Massachusetts Wealth Management 0.81% Reduce -1.1% 27,442 $2.1M
FMR LLC 0.00% Add +39.2% 27,413 $2.1M
PW Nova Financial Services LLC 0.46% New 27,347 $2.1M
Old National Bancorp 0.04% Reduce -3.2% 27,296 $2.1M
Moisand Fitzgerald Tamayo, LLC 0.21% Add +1.3% 27,260 $2.1M
Provident Wealth Management, LLC 0.55% Reduce -3.4% 27,260 $2.1M
Marathon Wealth Advisors LLC 0.73% Add +4.1% 27,218 $2.1M
Summit Wealth Group LLC / Co. 0.18% Add +2.7% 27,192 $2.1M
HMV Wealth Advisors, LLC 0.82% Reduce -3.3% 27,152 $2.1M
Evolution Wealth Advisors, LLC 0.25% Add +17.9% 27,140 $2.1M
Stonebridge Financial Group, LLC 0.29% — 26,977 $2.1M
LifePlan Investment Advisors, Inc. 0.72% Add +1.2% 26,777 $2.1M
First Interstate Bank 0.11% Add +8.6% 26,743 $2.1M
Mengis Capital Management, Inc. 0.32% Add +2.4% 26,592 $2.1M
Tiaa Trust, National Association 0.12% Add +24.9% 26,308 $2.0M
Bluedoor Private Wealth, LLC 0.86% Reduce -3.5% 26,304 $2.0M
Thomasville National Bank 0.11% — 26,247 $2.0M
Kovack Advisors, Inc. 0.10% Add +4.8% 26,036 $2.0M
Everhart Financial Group, Inc. 0.13% Reduce -2.7% 25,891 $2.0M
Cheviot Value Management, LLC 0.20% Reduce -0.9% 25,671 $2.0M
TritonPoint Partners, LLC 0.17% New 25,550 $2.0M
Baker Avenue Asset Management, LP 0.04% Reduce -8.3% 25,494 $2.0M
CoreCap Advisors, LLC 0.06% Add +0.5% 25,428 $2.0M
Tritonpoint Wealth, LLC 0.19% Reduce -1.1% 25,348 $2.0M
Greenbush Financial Group, LLC 0.58% Add +7.5% 25,325 $2.0M
J. Safra Sarasin Holding AG 0.03% No change 25,000 $1.9M
Fiduciary Group, LLC 0.15% Reduce -2.5% 24,998 $1.9M
Madrid Wealth Management, LLC 1.28% Reduce -5.9% 24,962 $1.9M
Joel Isaacson & Co., LLC 0.06% Add +0.5% 24,614 $1.9M
Western Wealth Management, LLC 0.06% Add +3.8% 24,396 $1.9M
SC&H Financial Advisors, Inc. 0.25% Add +0.5% 24,109 $1.9M
Advisors Preferred, LLC 0.29% New 24,015 $1.9M
Fiduciary Advisors, Inc. 1.25% Reduce -4.0% 23,902 $1.9M
Hardy Reed LLC 0.12% Add +0.6% 23,810 $1.9M
Family Legacy, Inc. 0.49% Reduce -1.2% 23,722 $1.8M
Cahaba Wealth Management, Inc. 0.11% Add +4.1% 23,702 $1.8M
Wedbush Securities Inc. 0.05% Reduce -1.1% 23,599 $1.8M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Reduce -5.6% 23,523 $1.8M
Dorsey & Whitney Trust CO LLC 0.09% Reduce -8.8% 23,304 $1.8M
Level Four Advisory Services, LLC 0.05% Add +11.3% 23,300 $1.8M
Endeavor Private Wealth, Inc. 0.43% Reduce -15.9% 22,970 $1.8M
Legacy Financial Group LLC 0.20% Reduce -33.8% 22,782 $1.8M
One Wealth Map LLC 0.83% Add +9.9% 22,794 $1.8M
Financial Concepts Unlimited, Inc. 1.38% Add +21.6% 22,601 $1.8M
Hickory Point Bank & Trust 1.06% Add +17.2% 22,515 $1.8M
Anchor Capital Advisors LLC 0.05% Add +3.3% 22,395 $1.7M
Northwest Wealth Management, LLC 0.23% Reduce -1.8% 22,360 $1.7M
PAX Financial Group, LLC 0.26% Reduce -3.5% 22,339 $1.7M
IFP Advisors, Inc 0.03% Reduce -19.6% 22,298 $1.7M
Cadent Capital Advisors, LLC 0.36% Reduce -0.6% 22,272 $1.7M
Nations Financial Group Inc, /Ia/ 0.08% Reduce -6.1% 21,889 $1.7M
Allen Investment Management, LLC 0.02% Add +9.4% 21,625 $1.7M
Yukon Wealth Management, Inc. 0.48% Reduce -37.5% 21,378 $1.7M
Ascent Group, LLC 0.05% New 21,276 $1.7M
ATLas Financial Planning LLC 1.34% Reduce -4.5% 21,276 $1.7M
Aerodigm Wealth, LLC 0.56% Add +1.4% 21,195 $1.7M
Aries Wealth Management 0.32% Add +24.3% 21,168 $1.6M
Timbuktu Capital Management, LLC 2.48% — 21,167 $1.6M
Freedom Investment Management, Inc. 0.45% Reduce -0.8% 20,967 $1.6M
Outlook Wealth Advisors, LLC 0.35% Reduce -0.0% 20,867 $1.6M
BDFS Capital LLC 0.71% Add +30.2% 20,846 $1.6M
Transamerica Financial Advisors, LLC 0.14% Add +29.1% 20,694 $1.6M
Bokf, NA 0.02% Reduce -16.9% 20,571 $1.6M
Powerhouse Assets LLC 1.30% Add +3.1% 20,500 $1.6M
Grey Fox Wealth Advisors, LLC 0.25% Reduce -7.3% 20,475 $1.6M
Montag A & Associates Inc. 0.07% Add +2.5% 20,433 $1.6M
Rothschild Investment LLC 0.06% Add +0.1% 20,242 $1.6M
Deutsche Bank AG 0.00% No change 20,070 $1.6M
UMB Bank, n.a. 0.02% Reduce -3.6% 20,063 $1.6M
Maseco LLP 0.04% Reduce -7.6% 19,974 $1.6M
Neuberger Berman Group LLC 0.00% Add +0.7% 19,898 $1.6M
Signal Advisors Wealth, LLC 0.08% Add +4.4% 19,762 $1.5M
Security Financial Services, INC. 0.21% Add +0.7% 19,509 $1.5M
Sagace Wealth Management LLC 0.96% Add +1.3% 19,479 $1.5M
Global Wealth Management Investment Advisory, Inc. 0.22% Reduce -0.4% 19,468 $1.5M
Ashton Thomas Securities, LLC 0.22% Add +5.6% 19,307 $1.5M
Equitable Holdings, Inc. 0.01% Reduce -29.7% 19,267 $1.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.01% Reduce -19.3% 19,175 $1.5M
Peregrine Asset Advisers, Inc. 0.32% Add +0.1% 19,112 $1.5M
Pacific Financial Group Inc. 0.71% Reduce -20.4% 18,956 $1.5M
Turtle Creek Wealth Advisors, LLC 0.08% New 18,830 $1.5M
Selective Wealth Management, Inc. 0.38% Reduce -6.8% 18,851 $1.5M
Stonebridge Financial Group, LLC 0.11% Reduce -18.4% 18,673 $1.5M
RCS Financial Planning, LLC 0.68% Add +12.4% 18,496 $1.4M
Hollencrest Capital Management 0.09% Reduce -1.3% 18,459 $1.4M
Independent Family Office, LLC 0.58% Add +74.2% 18,432 $1.4M
Glass Jacobson Investment Advisors llc 0.45% Add +68.2% 18,396 $1.4M
Kondo Wealth Advisors, Inc. 0.48% Add +3.0% 18,370 $1.4M
PCM Encore, LLC 0.25% Reduce -5.7% 18,342 $1.4M
Keybank National Association 0.00% Add +0.7% 18,223 $1.4M
Legacy Solutions, LLC 1.14% Add +11.0% 18,053 $1.4M
Rockwood Wealth Management, LLC 0.09% Add +11.3% 17,960 $1.4M
Riverbend Wealth Management, LLC 0.71% Add +14.0% 17,835 $1.4M
Waller Financial Planning Group, Inc. 0.29% Add +3.5% 17,808 $1.4M
Ascent Wealth Partners, LLC 0.14% Add +1.9% 17,781 $1.4M
Asset Allocation & Management Company, LLC 0.45% No change 17,772 $1.4M
Bluespring Wealth Management, LLC 0.03% Add +136.6% 17,701 $1.4M
Johnson Investment Counsel Inc. 0.01% Add +4.0% 17,661 $1.4M
Bison Wealth, LLC 0.13% New 17,618 $1.4M
Aegis Wealth Management LLC 0.64% Add +1.8% 17,539 $1.4M
Insigneo Advisory Services, LLC 0.05% New 17,420 $1.4M
Highland Investment Advisors LLC 0.59% — 17,309 $1.3M
Rosenberg Matthew Hamilton 0.25% Reduce -17.8% 17,296 $1.3M
Ethos Financial Group, LLC 0.09% Reduce -40.4% 17,314 $1.3M
Richmond Brothers, Inc. 0.69% Reduce -47.2% 17,107 $1.3M
Howard Financial Services, LTD. 0.13% Reduce -19.0% 17,044 $1.3M
NBT Bank, N.A. 0.09% Reduce -13.7% 17,021 $1.3M
Guidance Capital, Inc. 0.28% Add +7.3% 17,036 $1.3M
L.K. Benson & Company, P.C. 0.39% Add +1.8% 16,667 $1.3M
Juncture Wealth Strategies, LLC 0.34% Reduce -0.6% 16,603 $1.3M
AMG National Trust Bank 0.03% Reduce -11.2% 16,489 $1.3M
Hershey Financial Advisers, LLC 0.91% Reduce -9.5% 16,349 $1.3M
Mesirow Financial Investment Management, Inc. 0.02% Reduce -3.2% 16,342 $1.3M
Quartz Partners, LLC 0.41% New 16,180 $1.3M
Aureus Asset Management, LLC 0.07% Add +1.4% 15,686 $1.2M
Smithbridge Asset Management Inc. 0.17% No change 15,550 $1.2M
CVA Family Office, LLC 0.11% Add +1.6% 15,444 $1.2M
Verum Partners LLC 0.18% Reduce -15.0% 15,318 $1.2M
Global Financial Private Client, LLC 0.32% Add +0.5% 15,219 $1.2M
LongView Wealth Management 0.30% Reduce -4.4% 15,166 $1.2M
Flagstar Securities, Inc. 0.36% Reduce -21.3% 15,148 $1.2M
Womack Financial LLC 0.77% Reduce -15.9% 14,865 $1.2M
Sloy Dahl & Holst, LLC 0.14% Add +0.5% 14,816 $1.2M
Essex Financial Services, Inc. 0.06% Reduce -1.7% 14,796 $1.2M
Cumberland Advisors Inc. 0.41% Add +13.6% 14,780 $1.2M
Syntegra Private Wealth Group, LLC 0.09% Reduce -11.3% 14,735 $1.1M
CWA Asset Management Group, LLC 0.04% Add +1.1% 14,655 $1.1M
Tower Research Capital LLC (TRC) 0.03% New 14,628 $1.1M
Dakota Wealth Management 0.02% Reduce -9.9% 14,454 $1.1M
Ausdal Financial Partners, Inc. 0.04% Reduce -1.1% 14,416 $1.1M
CBIZ Investment Advisory Services, LLC 0.04% No change 14,299 $1.1M
Hall Laurie J Trustee 0.35% No change 14,267 $1.1M
Wilkins Miller Wealth Management, LLC 0.60% Add +1.6% 14,055 $1.1M
Maridea Wealth Management LLC 0.12% Add +10.6% 14,006 $1.1M
Larson Financial Group LLC 0.03% Reduce -0.7% 13,964 $1.1M
Transcendent Capital Group LLC 0.42% Reduce -2.8% 13,946 $1.1M
Csenge Advisory Group 0.04% Reduce -0.7% 13,863 $1.1M
Navigate Wealth Management, LLC 0.67% Add +36.2% 13,827 $1.1M
Schwartz Investment Counsel Inc. 0.04% Reduce -8.3% 13,750 $1.1M
International Assets Investment Management, LLC 0.06% Add +0.1% 13,755 $1.1M
Cresset Asset Management, LLC 0.00% Reduce -1.2% 13,681 $1.1M
Retirement Planning Group, LLC 0.03% Add +0.6% 13,668 $1.1M
Bessemer Group Inc. 0.00% Add +96.5% 13,648 $1.1M
Americana Partners, LLC 0.02% Add +19.8% 13,606 $1.1M
Compass Ion Advisors, LLC 0.09% No change 13,503 $1.1M
Washington Trust Bank 0.07% Add +316.6% 13,418 $1.0M
Flagship Harbor Advisors, LLC 0.04% Reduce -25.7% 13,417 $1.0M
StoneX Group Inc. 0.04% Reduce -34.9% 13,361 $1.0M
Amicus Financial Advisors, LLC 0.26% Add +7.1% 13,337 $1.0M
Kingsview Wealth Management, LLC 0.01% Reduce -32.9% 13,278 $1.0M
TruNorth Capital Management, LLC 0.16% Reduce -13.7% 13,135 $1.0M
Trust Co. of Vermont 0.04% — 13,126 $1.0M
Parisi Gray Wealth Management 0.21% Reduce -31.9% 13,082 $1.0M
MassMutual Private Wealth & Trust, FSB 0.03% Reduce -26.2% 13,052 $1.0M
SHUTTLEWORTH & Co 0.81% Reduce -0.5% 13,037 $1.0M
Aprio Wealth Management, LLC 0.05% Reduce -18.6% 12,961 $1.0M
Advyzon Investment Management, LLC 0.07% Reduce -6.4% 12,859 $1.0M
Arete Wealth Advisors, LLC 0.07% Add +2.2% 12,717 $991K
Lynx Investment Advisory 0.32% Add +165.0% 12,653 $986K
Chapin Davis, Inc. 0.17% Reduce -0.5% 12,524 $976K
Secured Retirement Advisors, LLC 0.49% Reduce -13.9% 12,299 $958K
Loudon Investment Management, LLC 0.47% Add +13.6% 12,271 $956K
Southland Equity Partners LLC 0.17% Reduce -10.2% 12,193 $950K
Snowden Capital Advisors LLC 0.02% Reduce -0.5% 12,182 $949K
FSM Wealth Advisors, LLC 0.10% Add +0.9% 12,145 $946K
Motco 0.08% Reduce -15.7% 12,131 $945K
Acorn Wealth Advisors, LLC 0.23% Add +2.7% 11,939 $930K
Pine Harbor Wealth Management, LLC 0.25% Reduce -0.5% 11,905 $928K
Unison Advisors LLC 0.06% Reduce -5.3% 11,868 $925K
Gateway Wealth Partners, LLC 0.06% Reduce -47.3% 11,826 $921K
Whittier Trust Co. of Nevada Inc. 0.02% Add +397.1% 11,841 $919K
Saiph Capital, LLC 0.27% Reduce -1.8% 11,708 $912K
SAM Advisors, LLC 0.25% Add +10.1% 11,691 $911K
Foundations Investment Advisors, LLC 0.01% Reduce -24.2% 11,643 $907K
United Bank 0.11% Add +5.1% 11,600 $904K
Oak Grove Capital LLC 0.06% Reduce -47.0% 11,290 $880K
Red Wave Investments LLC 0.22% Add +29.5% 11,289 $880K
FMB Wealth Management 0.32% Reduce -2.3% 11,273 $878K
Principia Wealth Advisory, LLC 0.44% Reduce -2.9% 11,170 $870K
Cooper Financial Group 0.07% Add +13.0% 11,121 $866K
Powers Advisory Group, LLC 0.27% Reduce -0.3% 11,114 $866K
MBL Wealth, LLC 0.06% No change 11,105 $865K
Opus Capital Group, LLC 0.08% No change 11,095 $864K
Armbruster Capital Management, Inc. 0.13% No change 11,087 $864K
Center For Asset Management LLC 0.38% Add +0.4% 11,078 $863K
Generations Wealth, LLC 0.82% Reduce -0.1% 11,035 $860K
Fiera Capital Corp 0.00% Add +36.3% 11,001 $857K
Gradient Capital Advisors, LLC 0.20% Add +0.8% 10,982 $856K
Operose Advisors LLC 0.17% Add +0.7% 10,969 $855K
Rossby Financial, LCC 0.16% Reduce -25.4% 10,962 $854K
TrustWell Financial Advisors, LLC 0.72% Add +0.5% 10,957 $854K
Texas Bank & Trust Co 0.28% No change 10,940 $852K
Tower Bridge Advisors 0.08% Reduce -2.9% 10,832 $844K
Maripau Wealth Management LLC 0.30% Add +1.9% 10,663 $831K
Legacy Advisors, LLC 0.08% Add +15.6% 10,648 $830K
Archer Investment Corp 0.16% Reduce -4.4% 10,627 $828K
BCS Private Wealth Management, Inc. 0.25% Add +16.7% 10,583 $825K
Lighthouse Wealth Management Inc. 0.51% Add +6.5% 10,582 $824K
Red Cedar Investment Management, LLC 0.08% No change 10,560 $823K
Equity Investment Corp. 0.02% Reduce -15.5% 10,545 $822K
Rock Point Advisors, LLC 0.20% Add +2.4% 10,510 $819K
GC Wealth Management RIA, LLC 0.05% Reduce -0.5% 10,457 $815K
Hillcrest Wealth Advisors - NY, LLC 0.29% Add +0.6% 10,440 $813K
Eagle Strategies LLC 0.08% Add +3.4% 10,411 $811K
Calamos Wealth Management LLC 0.02% Reduce -66.6% 10,333 $805K
Legacy Financial Advisors, Inc. 0.10% Reduce -9.2% 10,315 $804K
Krilogy Financial LLC 0.02% Add +1.9% 10,284 $801K
Emergent Wealth Advisors, LLC 0.41% Reduce -0.6% 10,224 $797K
Planning Strategies Inc. 0.49% — 10,139 $790K
HBE Wealth Management, LLC 0.57% Reduce -3.2% 10,127 $789K
Texas Capital Bank Wealth Management Services Inc 0.04% No change 10,100 $787K
Alhambra Investment Management LLC 0.34% Add +3.0% 10,067 $784K
Gridiron Partners, LLC 0.41% Add +0.5% 10,041 $780K
REAP Financial Group, LLC 0.13% Reduce -0.4% 10,000 $779K
Andrews, Lucia Wealth Management LLC 0.41% Reduce -5.9% 10,001 $779K
Facet Wealth, Inc. 0.01% Add +2.9% 9,946 $775K
Acorn Financial Advisory Services Inc. 0.10% Add +30.0% 9,906 $772K
Flatrock Wealth Partners LLC 0.30% Add +0.5% 9,906 $772K
Allegiance Financial Group Advisory Services LLC 0.13% Reduce -14.3% 9,892 $771K
Mogy Joel R Investment Counsel Inc. 0.04% No change 9,875 $769K
Continuum Advisory, LLC 0.06% Add +57.0% 9,846 $767K
American Institute for Advanced Investment Management, LLP 0.44% Reduce -5.5% 9,831 $766K
Cornerstone Planning Group LLC 0.10% Add +6.1% 9,831 $762K
VERITY Wealth Advisors 0.46% No change 9,767 $761K
Asset Management Group, Inc. 0.11% Add +0.8% 9,688 $755K
Nuveen, LLC 0.00% New 9,687 $755K
Clearstead Advisors, LLC 0.01% Add +2.4% 9,643 $751K
FSA Investment Group, LLC 0.24% Add +8.2% 9,548 $744K
Shepherd Financial Partners LLC 0.06% Reduce -23.5% 9,464 $737K
Wellington-Altus USA Inc. 0.52% Reduce -5.6% 9,386 $736K
Quadrant Capital Group LLC 0.02% No change 9,360 $729K
ABLE Financial Group, LLC 0.12% No change 9,357 $729K
Protective Life Corp. 5.20% Reduce -57.6% 9,343 $728K
Atlatl Advisers LLC 0.17% Reduce -31.4% 9,328 $727K
Seeds Investor LLC 0.07% Reduce -32.0% 9,328 $727K
Barrett & Company, Inc. 0.20% Add +0.1% 9,310 $725K
Zhang Financial LLC 0.02% Reduce -1.6% 9,299 $724K
Kelly Financial Services LLC 0.15% Add +197.6% 9,297 $724K
Ballast Financial Advisors LLC 0.66% Add +3.1% 9,286 $723K
Physician Wealth Solutions Inc. 0.27% No change 9,245 $720K
First PREMIER Bank 0.12% Reduce -12.0% 9,237 $720K
Beacon Investment Advisory Services, Inc. 0.03% No change 9,129 $711K
Sequent Planning LLC 0.15% Add +13.0% 9,099 $709K
ProVise Management Group, LLC 0.05% Reduce -7.1% 9,052 $705K
Davidson Trust Co. 0.27% Reduce -5.7% 9,044 $705K
First Manhattan Co. Llc. 0.00% Reduce -6.7% 9,040 $704K
Keudell/Morrison Wealth Management 0.13% Reduce -6.7% 9,030 $704K
Security National Bank 0.08% Reduce -4.8% 9,030 $704K
Wealth Forward, LLC 0.35% No change 9,001 $701K
Elevation Wealth Partners, LLC 0.21% Add +610.4% 8,923 $695K
Vectors Research Management, LLC 0.18% Reduce -23.4% 8,911 $694K
Beacon Financial Advisory LLC 0.14% Add +28.8% 8,904 $694K
VestGen Investment Management 0.37% Reduce -2.6% 8,883 $692K
Van Cleef Asset Management,Inc 0.07% Reduce -4.3% 8,848 $689K
International Private Wealth Advisors LLC 0.35% Reduce -2.2% 8,823 $687K
Matisse Capital 0.28% Add +0.1% 8,823 $687K
McLean Asset Management Corp 0.09% New 8,750 $679K
Madden Advisory Services, Inc. 0.24% Add +9.3% 8,703 $678K
Tumwater Wealth Management, LLC 0.24% Add +2.8% 8,655 $674K
Tiemann Investment Advisors, LLC 0.24% Add +3.6% 8,618 $671K
Baker Ellis Asset Management LLC 0.07% Add +16.4% 8,500 $662K
Burling Wealth Partners, LLC 0.10% Add +0.1% 8,460 $659K
Courier Capital LLC 0.03% Reduce -8.4% 8,454 $659K
Avise Financial Cooperative, Inc. 0.47% New 8,413 $655K
McLaughlin Asset Management, Inc. 0.45% Reduce -37.1% 8,377 $653K
Laurel Oak Wealth Management, LLC 0.10% Add +9.7% 8,371 $652K
Chico Wealth RIA 0.34% Add +0.2% 8,322 $648K
DMKC Advisory Services, LLC 0.12% Add +65.1% 8,282 $645K
Disciplined Investments, LLC 0.21% Add +0.8% 8,276 $645K
Donalies Financial Planning, LLC 0.47% Add +21.4% 8,172 $637K
Frank, Rimerman Advisors LLC 0.04% Reduce -1.6% 8,153 $635K
Diversify Advisory Services, LLC 0.01% New 8,146 $631K
Diversify Wealth Management, LLC 0.01% Add +21.9% 8,146 $631K
Prospera Financial Services Inc 0.01% Reduce -13.1% 8,090 $631K
McClarren Financial Advisors, Inc. 0.33% Reduce -0.2% 8,089 $630K
Pine Valley Investments Ltd Liability Co 0.03% Add +11.1% 8,047 $627K
Quantinno Capital Management LP 0.00% Add +24.5% 7,968 $621K
Guardsman Private Capital Management, Inc. 0.43% No change 7,932 $618K
Hyundai Investments Co., Ltd. 0.66% Add +58.8% 7,788 $608K
Elevate Capital Advisors, LLC 0.33% New 7,762 $605K
VSM Wealth Advisory, LLC 0.16% Add +38.8% 7,752 $604K
Stratos Wealth Advisors, LLC 0.03% Reduce -2.2% 7,738 $603K
Burney Co./ 0.02% Reduce -0.2% 7,669 $598K
Hilltop Holdings Inc. 0.05% Add +11.8% 7,642 $595K
NBH Bank 0.25% — 7,635 $595K
First American Bank 0.03% New 7,587 $591K
Simplicity Wealth,LLC 0.02% Add +19.6% 7,577 $590K
FourThought Financial Partners, LLC 0.05% Add +0.0% 7,526 $586K
My Personal CFO, LLC 0.23% Reduce -27.8% 7,519 $586K
Moors & Cabot, Inc. 0.02% Add +24.9% 7,510 $585K
Narus Financial Partners, LLC 0.15% Reduce -17.2% 7,488 $583K
Team Financial Group, LLC 0.25% Reduce -0.6% 7,451 $580K
Cauble & Harre Wealth Management, Inc. 0.46% No change 7,378 $575K
Brown, Lisle/Cummings, Inc. 0.13% No change 7,369 $574K
RIA Advisory Group LLC 0.13% Add +1.0% 7,355 $573K
SRH Advisors, LLC 0.15% Reduce -5.0% 7,313 $570K
Regions Financial Corp. 0.00% Add +1.7% 7,299 $569K
Tortoise Investment Management, LLC 0.04% Add +1.8% 7,288 $568K
Prairie Advisory, LLC 0.14% — 7,277 $567K
Summit Wealth Partners, LLC 0.08% Reduce -79.3% 7,277 $567K
FPC Investment Advisory, Inc. 0.27% New 7,283 $566K
Accelerate Investment Advisors LLC 0.32% Add +4.5% 7,216 $562K
Sandy Cove Advisors, LLC 0.14% Reduce -9.5% 7,199 $561K
Canvas Wealth Advisors, LLC 0.08% No change 7,185 $560K
Cardiff Park Advisors, LLC 0.04% Add +11.9% 7,167 $558K
Folger Nolan Fleming Douglas Capital Management, Inc. 0.05% Add +24.5% 7,145 $557K
Woodward Financial Advisors, Inc. 0.19% — 7,132 $556K
Brookmont Capital Management 0.30% Reduce -13.2% 7,108 $554K
BCS Wealth Management 0.10% Add +3.8% 7,039 $548K
SpringVest Wealth Management LLC 0.34% Add +0.9% 7,036 $548K
Minot DeBlois Advisors LLC 0.47% Add +0.1% 7,013 $546K
Trilogy Capital Inc. 0.02% Reduce -1.3% 6,994 $545K
BridgePort Financial Solutions, LLC 0.14% No change 6,993 $545K
Gladstone Institutional Advisory LLC 0.02% Reduce -1.0% 6,979 $544K
Two West Capital Advisors LLC 0.27% Add +3.4% 6,992 $543K
Cary Street Partners Investment Advisory LLC 0.11% No change 6,954 $542K
Reston Wealth Management LLC 0.15% Reduce -26.5% 6,940 $541K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 6,900 $538K
Samalin Investment Counsel, LLC 0.17% Reduce -2.0% 6,836 $533K
Capital City Trust Co. 0.11% No change 6,814 $531K
Summit Wealth Group, LLC 0.11% Add +0.3% 6,813 $531K
CWS Financial Advisors, LLC 0.12% Add +2.6% 6,808 $530K
Kestra Investment Management, LLC 0.01% New 6,785 $529K
Life Planning Partners, Inc 0.39% Reduce -1.9% 6,733 $525K
HRT Financial LP 0.00% New 6,737 $524K
Chatham Capital Group, Inc. 0.07% No change 6,714 $523K
Intergy Private Wealth, LLC 0.12% Add +11.4% 6,710 $523K
Evergreen Capital Management LLC 0.01% No change 6,701 $522K
Bridgewealth Advisory Group, LLC 0.10% Add +1.6% 6,689 $521K
Townsend Financial Planning, LLC 0.45% Add +0.5% 6,686 $521K
Barnes Wealth Management Group, Inc 0.24% Reduce -1.8% 6,670 $520K
Buck Wealth Strategies, LLC 0.05% Reduce -17.7% 6,637 $517K
Delta Financial Advisors LLC 0.12% Add +11.7% 6,617 $516K
Gibraltar Capital Management, Inc. 0.08% Reduce -9.0% 6,600 $514K
Breakwater Investment Management 0.17% Reduce -1.3% 6,579 $513K
James Investment Research, Inc. 0.05% Add +10.9% 6,554 $511K
HCR Wealth Advisors 0.05% Add +0.2% 6,526 $508K
Wiregrass Investment Management LLC 0.35% No change 6,500 $506K
Hiley Hunt Wealth Management 0.20% Add +2.0% 6,477 $505K
APS Management Group, Inc. 0.39% Add +10.8% 6,444 $502K
Franklin Resources Inc. 0.00% No change 6,394 $498K
Independent Advisor Alliance 0.01% Reduce -85.3% 6,378 $497K
Lido Advisors, LLC 0.00% Reduce -74.2% 6,371 $496K
Spinnaker Trust 0.02% No change 6,366 $496K
Cogent Strategic Wealth LLC 0.47% Reduce -1.9% 6,348 $495K
NorthCrest Asset Manangement, LLC 0.01% No change 6,330 $491K
Vaughan Nelson Investment Management, L.P. 0.00% No change 6,255 $487K
Strategic Blueprint, LLC 0.02% Add +52.4% 6,220 $485K
Wbi Investments, LLC 0.12% Reduce -14.4% 6,195 $483K
Accretive Wealth Partners, LLC 0.12% Add +22.1% 6,178 $481K
Olde Wealth Management, LLC 0.14% No change 6,174 $481K
Washington Trust Advisors, Inc. 0.04% Add +0.5% 6,159 $480K
TrueWealth Advisors, LLC 0.11% Add +1.0% 6,146 $479K
Integrated Wealth Management 0.51% Reduce -6.5% 6,136 $478K
Argus Investors' Counsel, Inc. 0.37% Reduce -0.2% 6,091 $475K
Vestia Personal Wealth Advisors 0.18% Add +1.5% 6,068 $473K
Sidoxia Capital Management, LLC 0.35% Add +3.6% 6,071 $473K
Seizert Capital Partners, LLC 0.02% Add +1.0% 6,054 $472K
Federation des caisses Desjardins du Quebec 0.00% Add +0.9% 5,964 $465K
World Equity Group, Inc. 0.10% Reduce -14.4% 5,958 $464K
Baron Financial Group, LLC 0.22% Reduce -0.8% 5,940 $463K
Redwood Investment Management, LLC 0.05% Reduce -6.9% 5,912 $461K
Capital Asset Managemnet, LLC 1.04% Reduce -77.3% 5,910 $460K
Moneco Advisors, LLC 0.03% Reduce -21.8% 5,883 $458K
United Advisor Group, LLC 0.05% Add +1.2% 5,840 $455K
Liberty Wealth Management LLC 0.06% No change 5,800 $455K
Hardworking Capital Advisors, LLC 0.37% Add +10.1% 5,835 $455K
Axis Wealth Partners, LLC 0.22% Add +88.7% 5,803 $452K
Potomac Fund Management Inc. 0.01% Add +2.0% 5,802 $452K
Ruedi Wealth Management, Inc. 0.11% Reduce -4.0% 5,798 $452K
Integrity Alliance, Llc. 0.01% Add +15.7% 5,793 $451K
Shayne & Jacobs, LLC 0.13% No change 5,775 $450K
Monument Group Wealth Advisors, LLC 0.22% Add +5.5% 5,110 $449K
Invictus Private Wealth, LLC 0.02% Add +50.0% 5,766 $449K
Reicon Wealth Advisors, LLC 0.28% No change 5,750 $448K
LVW Advisors, LLC 0.04% No change 5,737 $447K
FSA Advisors, Inc. 0.20% New 5,734 $447K
Webster Bank, N. A. 0.04% Reduce -9.9% 5,719 $446K
Diversified Trust Co. 0.01% Add +54.5% 5,689 $443K
CogentBlue Wealth Advisors, LLC 0.25% No change 5,673 $442K
Silver Grove Financial Group, Inc. 0.24% Add +51.5% 5,652 $440K
German American Bancorp, Inc. 0.03% No change 5,623 $438K
A. D. Beadell Investment Counsel, Inc. 0.28% Reduce -7.4% 5,614 $437K
Alamar Capital Management, LLC 0.22% Reduce -0.3% 5,600 $436K
Fiduciary Financial Group, LLC 0.05% Add +5.4% 5,566 $434K
Drucker Wealth 3.0, LLC 0.07% Reduce -20.6% 5,545 $432K
Reliant Investment Partners, LLC 0.29% Reduce -2.2% 5,485 $427K
Revisor Wealth Management LLC 0.10% Reduce -1.6% 5,479 $427K
Envision Financial Planning, LLC 0.14% Add +18.3% 5,479 $427K
Altiora Financial Group, LLC 0.07% Reduce -27.4% 5,478 $427K
Mullaney, Keating & Wright, Inc. 0.21% Reduce -2.0% 5,474 $426K
Range Advisory, LLC 0.05% Reduce -8.0% 5,474 $426K
Hippocratic Financial Advisors, LLC 0.16% Add +30.8% 5,466 $426K
ARK & TLK Investments, LLC 0.10% Reduce -0.6% 5,431 $423K
First Citizens Bank & Trust Co. 0.01% New 5,423 $423K
LBMC Investment Advisors, LLC 0.02% Reduce -17.3% 5,416 $422K
Perennial Investment Advisors, LLC 0.03% Add +13.8% 5,405 $421K
FAS Wealth Partners, Inc. 0.02% Add +1.5% 5,340 $416K
Global Assets Advisory, LLC 0.09% New 5,351 $415K
Aptus Capital Advisors, LLC 0.00% Add +0.2% 5,317 $414K
Mainstream Capital Management LLC 0.25% No change 5,298 $413K
BOK Financial Private Wealth, Inc. 0.02% Add +7352.1% 5,291 $412K
WoodTrust Financial Corp 0.05% Add +3.7% 5,284 $412K
Carlton Hofferkamp & Jenks Wealth Management, LLC 0.13% Reduce -1.0% 5,315 $412K
Rialto Wealth Management, LLC 0.08% Reduce -3.9% 5,267 $410K
TBH Global Asset Management, LLC 0.08% Add +1.9% 5,264 $410K
Centaurus Financial, Inc. 0.02% Add +1.7% 5,264 $410K
Schiavi & Co LLC 0.11% New 5,260 $410K
Valeo Financial Advisors, LLC 0.01% Reduce -17.1% 5,259 $410K
Garde Capital, Inc. 0.02% New 5,251 $409K
Livet Wealth, LLC 0.24% Reduce -10.3% 5,234 $408K
Lodestar Private Asset Management LLC 0.04% Add +10.3% 5,216 $406K
Nicolet Bankshares Inc. 0.01% Add +94.0% 5,225 $406K
EFG International AG 0.01% Add +9.1% 5,214 $406K
Ballentine Capital Advisors, Inc 0.15% Reduce -8.4% 5,214 $406K
Todd Asset Management LLC 0.01% No change 5,192 $405K
Bridgelight Financial Advisors, Inc. 0.28% Reduce -8.4% 5,190 $404K
Redhawk Wealth Advisors, Inc. 0.04% Reduce -0.0% 5,189 $404K
Alexander Labrunerie & Co., Inc. 0.14% No change 5,170 $403K
Hoge Financial Services, LLC 0.19% Add +0.7% 5,159 $402K
Linscomb Wealth, Inc. 0.02% Reduce -6.9% 5,154 $402K
Montecito Bank & Trust 0.06% Reduce -12.1% 5,153 $401K
Wealthcare Advisory Partners LLC 0.01% Reduce -62.4% 5,148 $401K
Topsail Wealth Management, LLC 0.05% Add +1.0% 5,114 $398K
Stillwater Private Wealth, LLC 0.26% Reduce -49.4% 5,131 $398K
Fisher Asset Management 0.00% Add +34.8% 5,103 $398K
Cambridge Capital Management, LLC 0.15% Reduce -3.2% 5,101 $397K
Clifford Swan Investment Counsel LLC 0.01% New 5,097 $397K
Summit Financial, LLC 0.00% Reduce -28.8% 5,054 $394K
Investment Advisory Group, LLC 0.09% No change 5,037 $392K
Visionary Wealth Advisors 0.02% New 5,031 $392K
Horizon Kinetics Asset Management LLC 0.00% No change 5,001 $390K
Pointe Capital Management LLC 0.17% Reduce -11.8% 4,990 $389K
Vance Wealth, LLC 0.09% Add +9.4% 4,989 $389K
Bar Harbor Wealth Management 0.02% No change 4,979 $388K
SeaCrest Wealth Management, LLC 0.04% Reduce -0.8% 4,979 $388K
Duncan Williams Asset Management, LLC 0.09% No change 4,955 $386K
Wealth Advisory Solutions, LLC 0.08% Reduce -5.2% 4,921 $383K
Country Trust Bank 0.01% Add +2221.2% 4,921 $383K
Uptick Partners, LLC 0.06% New 4,905 $382K
Elmwood Wealth Management, Inc. 0.10% No change 4,893 $381K
Creative Financial Designs Inc. 0.02% Add +10.4% 4,834 $377K
Money Concepts Capital Corp. 0.02% Add +15.6% 4,823 $376K
HighPoint Advisor Group LLC 0.01% Reduce -3.5% 4,806 $374K
DUTCH ASSET Corp 0.19% Reduce -1.9% 4,800 $374K
Twin City Private Wealth, LLC 0.26% Add +6.4% 4,779 $372K
Nicholas Hoffman & Company, LLC. 0.01% No change 4,764 $371K
Private Trust Co. NA 0.03% Add +2.3% 4,758 $371K
Cantor Fitzgerald Investment Advisors L.P. 0.02% Add +10.1% 4,723 $368K
Wynn Capital, LLC 0.16% No change 4,700 $366K
Guyasuta Investment Advisors Inc. 0.02% Add +7.5% 4,697 $366K
Davis R M Inc. 0.01% Add +4.3% 4,692 $366K
Crabel Capital Management, LLC 0.27% New 4,683 $365K
Kingswood Wealth Advisors, LLC 0.01% Add +65.3% 4,657 $363K
Biltmore Family Office, LLC 0.05% Reduce -1.8% 4,622 $360K
Compass Financial Management LLC 0.04% — 4,629 $360K
Duncker Streett & Co. Inc. 0.06% Reduce -31.2% 4,620 $360K
Forthright Family Wealth Advisory LLC 0.20% Reduce -56.1% 4,618 $360K
J.M. Arbour, LLC 0.31% Add +8.1% 4,614 $359K
AdvisorNet Financial, Inc 0.02% Reduce -22.4% 4,609 $359K
Forefront Wealth Partners, LLC 0.11% Add +11.9% 4,584 $357K
American Trust 0.03% Add +9.2% 4,580 $357K
PMG Wealth Management, Inc. 0.22% No change 4,593 $357K
S.A. Mason LLC 0.11% No change 4,575 $356K
Lansing Street Advisors 0.08% Add +45.9% 4,553 $355K
Pacific Point Advisors, LLC 0.16% No change 4,537 $353K
Capital Advisors Inc. 0.01% Add +3.0% 4,534 $353K
V2 Financial group LLC 0.13% Add +11.6% 4,526 $353K
Wingate Wealth Advisors, Inc. 0.15% Add +14.7% 4,514 $352K
Connors Investor Services Inc. 0.03% Add +2.5% 4,476 $349K
Raleigh Capital Management Inc. 0.11% Reduce -5.1% 4,467 $348K
Keener Financial Planning LLC 0.12% No change 4,465 $347K
Element Pointe Advisors, LLC 0.06% No change 4,441 $346K
Clientfirst Wealth Management, LLC 0.28% No change 4,437 $346K
Private Management Group Inc. 0.01% No change 4,420 $344K
AssuredPartners Investment Advisors, LLC 0.03% New 4,378 $341K
Integrity Advisory Solutions, LLC 0.04% Reduce -11.1% 4,374 $341K
Prospera Capital Management, LLC 0.11% Add +25.4% 4,358 $339K
Chemistry Wealth Management LLC 0.05% No change 4,304 $335K
Whitener Capital Management, Inc. 0.07% New 4,295 $335K
Wealthspire Retirement, LLC 0.02% Reduce -31.1% 4,292 $334K
SBI Securities Co., Ltd. 0.01% Add +32.0% 4,264 $332K
Clear Creek Financial Management, LLC 0.02% Reduce -37.3% 4,260 $332K
Ritholtz Wealth Management 0.00% Reduce -30.5% 4,256 $332K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.04% No change 4,240 $330K
Frontier Asset Management, LLC 0.06% Add +0.6% 4,184 $326K
Curi Capital, LLC 0.01% Reduce -7.3% 4,179 $326K
Dravo Bay LLC 0.11% Reduce -8.6% 4,148 $323K
Harbor Investment Advisory, LLC 0.02% Add +0.2% 4,144 $323K
Squire Investment Management Company, LLC 0.08% Add +19.1% 4,129 $322K
Plancorp, LLC 0.01% Reduce -88.0% 4,148 $321K
GeoWealth Management, LLC 0.01% Add +3.3% 4,123 $321K
Pinnacle Bancorp, Inc. 0.08% Add +0.7% 4,065 $317K
SeaBridge Investment Advisors LLC 0.05% Reduce -12.8% 4,029 $314K
Sovran Advisors, LLC 0.02% Reduce -11.7% 4,045 $314K
EnRich Financial Partners LLC 0.07% Add +17.0% 4,013 $313K
Hanover Advisors Inc. 0.11% No change 4,013 $313K
Blue Chip Partners, LLC 0.02% Add +1.0% 4,006 $312K
William John Sempolinski 0.13% Reduce -40.2% 4,000 $312K
Davidson Investment Advisors 0.01% No change 4,000 $312K
Keb Asset Management, LLC 0.05% No change 3,987 $311K
LJI Wealth Management, LLC 0.04% Add +15.0% 3,965 $309K
Ironwood Wealth Management, LLC. 0.07% Add +160.9% 3,943 $307K
Howe & Rusling Inc. 0.02% Add +38.9% 3,907 $304K
Vines Capital Management, LLC 0.25% Reduce -2.3% 3,897 $304K
Beckerman Institutional, LLC 0.14% No change 3,891 $303K
Milestone Investment Advisors LLC 0.07% Reduce -5.6% 3,887 $303K
Altar Rock LLC 0.44% No change 3,883 $303K
Lockerman Financial Group, Inc. 0.46% Add +8.8% 3,882 $302K
Capital Advisor Network LLC 0.38% Add +8.2% 3,875 $302K
Verde Capital Management 0.06% Add +3.5% 3,869 $301K
Maia Wealth LLC 0.04% Reduce -13.4% 3,869 $301K
Libra Wealth LLC 0.08% Add +10.1% 3,850 $300K
Penney Financial, LLC 0.10% Reduce -0.8% 3,830 $298K
Watchman Group, Inc. 0.07% Add +7.6% 3,802 $296K
Davis Wealth Advisors, LLC 0.23% Add +0.5% 3,760 $293K
MidFirst Bank 0.02% No change 3,750 $292K
Hutchens & Kramer Investment Management Group, LLC 0.08% Reduce -5.9% 3,736 $291K
Miller Capital Partners, Inc. 0.11% Reduce -18.7% 3,735 $291K
Midwest Trust Co 0.00% Reduce -26.3% 3,719 $290K
Aspiriant, LLC 0.01% Add +0.3% 3,714 $289K
Rather & Kittrell, Inc. 0.04% Add +8.7% 3,713 $289K
Tennessee Valley Asset Management Partners 0.03% Add +9.6% 3,712 $289K
Woodmont Investment Counsel LLC 0.02% New 3,710 $289K
Jacobi Capital Management LLC 0.01% Reduce -2.1% 3,702 $288K
Jackson Thornton Wealth Management, LLC 0.02% Add +10.9% 3,686 $287K
Coastwise Capital Group, LLC 0.17% Reduce -0.7% 3,681 $287K
Jim Saulnier & Associates, LLC 0.12% Reduce -70.4% 3,676 $286K
Warner Financial, Inc. 0.08% No change 3,649 $284K
Retirement Guys Formula LLC 0.11% Add +26.8% 3,662 $284K
Howard Capital Management Group, LLC 0.02% No change 3,641 $284K
Genesis Private Wealth, LLC 0.08% Add +3.2% 3,631 $283K
Ignite Planners, LLC 0.04% Reduce -36.3% 3,612 $281K
Maxele Advisors, LLC 0.20% — 3,600 $280K
Penobscot Investment Management Company, Inc. 0.02% Add +1.1% 3,588 $280K
Berger Financial Group, Inc 0.01% Add +0.1% 3,588 $280K
Sonoma Private Wealth LLC 0.30% No change 3,582 $279K
Radnor Capital Management, LLC 0.04% No change 3,547 $276K
Shepherd Street Advisors LLC 0.24% No change 3,554 $276K
Rwa Wealth Partners, LLC 0.00% New 3,506 $273K
Modern Wealth Management, LLC 0.00% Reduce -10.8% 3,505 $273K
Accurate Wealth Management, LLC 0.03% New 3,517 $273K
MidAtlantic Capital Management, Inc. 0.17% New 3,494 $272K
Rothschild Wealth LLC 0.02% Reduce -21.1% 3,489 $272K
Serenity Investment Advisors 0.12% Reduce -53.3% 3,500 $272K
Epiq Partners, LLC 0.12% New 3,475 $271K
GatePass Capital, LLC 0.10% New 3,458 $269K
Anchor Investment Management, LLC 0.02% Reduce -16.0% 3,453 $269K
Belpointe Asset Management LLC 0.01% No change 3,429 $267K
Archford Capital Strategies, LLC 0.03% Reduce -3.1% 3,418 $266K
Aufman Associates Inc 0.11% Add +4.9% 3,389 $264K
Dearborn Partners LLC 0.01% No change 3,388 $264K
Mainsail Asset Management, LLC 0.10% Add +0.7% 3,391 $263K
Godshalk Welsh Capital Management, Inc. 0.14% Add +0.3% 3,377 $263K
E&G Advisors, LLC 0.05% No change 3,370 $263K
Brookwood Investment Group LLC 0.03% Add +0.9% 3,351 $261K
Churchill Financial Advisors, LLC 0.05% No change 3,347 $261K
Kapstone Financial Advisors LLC 0.11% New 3,345 $261K
Capital Investment Advisory Services, LLC 0.02% No change 3,340 $260K
Fortitude Advisory Group L.L.C. 0.10% New 3,334 $260K
Nabity-Jensen Investment Management Inc 0.16% Reduce -21.4% 3,332 $260K
Elgethun Capital Management 0.04% No change 3,310 $258K
Synergy Asset Management, LLC 0.02% New 3,287 $256K
Ascension Capital Advisors, Inc. 0.07% No change 3,285 $256K
Tucker Asset Management LLC 0.06% Add +20.5% 3,282 $256K
Mayflower Financial Advisors, LLC 0.02% Add +0.3% 3,268 $255K
Richards, Merrill & Peterson, Inc. 0.08% No change 3,267 $255K
NorthStar Asset Management LLC 0.05% Reduce -45.9% 3,258 $254K
Simmons Bank 0.01% Reduce -42.1% 3,246 $253K
Tenon Financial LLC 0.08% Add +1.2% 3,214 $250K
Twin Peaks Wealth Advisors, LLC 0.06% Add +20.2% 3,197 $249K
WealthPlan Investment Management, LLC 0.01% Reduce -1.7% 3,189 $248K
Fort Point Capital Partners LLC 0.03% No change 3,183 $248K
Collaborative Wealth Managment Inc. 0.10% Reduce -0.3% 3,179 $248K
Montz Harcus Wealth Management LLC 0.09% Add +3.0% 3,170 $247K
Arnold Financial Planning LLC 0.18% New 3,167 $247K
Guardian Asset Advisors, LLC 0.11% Add +5.3% 3,157 $246K
Comprehensive Money Management Services LLC 0.15% No change 3,140 $245K
Williams Jones Wealth Management, LLC. 0.00% No change 3,123 $243K
Sterling Investment Advisors, Ltd. 0.04% Add +0.2% 3,115 $243K
Valley Financial Group, Inc. 0.12% Reduce -25.7% 3,114 $243K
Meadowbrook Advisors Group, LLC 0.13% Reduce -35.4% 3,100 $242K
Valtinson Bruner Financial Planning LLC 0.06% Add +8.2% 3,088 $241K
Seelaus Asset Management LLC 0.17% Add +1.1% 3,085 $240K
Richardson Financial Services Inc. 0.14% Reduce -5.6% 3,072 $239K
BNC Wealth Management, LLC 0.06% No change 3,064 $239K
Meritas Wealth Management, LLC 0.09% Add +0.8% 3,051 $238K
Hancock Whitney Corp. 0.00% New 3,048 $237K
First National Bank & Trust Co. of Newtown 0.05% New 3,059 $237K
Granite Bay Wealth Management, LLC 0.02% Add +4.6% 3,041 $237K
Three Bridge Wealth Advisors, LLC 0.06% Add +1.0% 3,025 $236K
McNamara Financial Services, Inc. 0.04% Add +1.0% 3,023 $236K
Fort Washington Investment Advisors Inc. 0.00% No change 3,017 $235K
Clear Wave Wealth Management LLC 0.05% Reduce -22.1% 3,008 $234K
Guild Investment Management, Inc. 0.16% New 3,000 $234K
B & T Capital Management DBA Alpha Capital Management 0.03% Reduce -22.2% 3,000 $234K
SVB Wealth LLC 0.01% Reduce -14.3% 2,986 $233K
GWN Securities Inc. 0.04% New 2,972 $232K
Portland Financial Advisors Inc 0.42% No change 2,971 $231K
Legacy PCG, LLC 1.15% No change 2,987 $231K
Wick Capital Partners, LLC 0.03% Reduce -46.5% 2,964 $231K
CDKV Holdings LLC 0.18% No change 2,961 $231K
Kelleher Financial Advisors 0.03% Add +81.4% 2,960 $231K
Brooks, Moore & Associates, Inc. 0.10% Add +11.3% 2,950 $230K
Proactive Wealth Strategies LLC 0.04% Reduce -1.3% 2,940 $229K
Baskin Financial Services Inc. 0.02% No change 2,945 $229K
Wolff Financial Management LLC 0.05% Add +0.7% 2,934 $229K
Pekin Hardy Strauss, Inc. 0.02% Add +7.3% 2,925 $228K
HORAN Wealth, LLC 0.03% No change 2,917 $227K
Towerpoint Wealth, LLC 0.08% No change 2,911 $227K
Windsor Capital Management, LLC 0.06% Reduce -0.0% 2,894 $226K
Opinicus Capital, Inc. 0.12% Add +8.6% 2,892 $225K
West Bancorporation Inc. 0.10% New 2,886 $225K
High Net Worth Advisory Group LLC 0.05% No change 2,884 $225K
Balentine LLC 0.01% Reduce -14.4% 2,876 $224K
Markowski Investments 0.05% — 2,863 $223K
Goldstein Advisors, LLC 0.02% Add +5.5% 2,861 $223K
Trustmark Bank Trust Department 0.01% Add +0.4% 2,825 $220K
Addison Capital Co 0.04% No change 2,811 $219K
Wetzel Investment Advisors, Inc. 0.07% Reduce -63.8% 2,763 $215K
Kropog Financial Group, LLC 0.15% New 2,753 $215K
Strategic Wealth Partners, Ltd. 0.01% Reduce -16.6% 2,733 $213K
OLIO Financial Planning 0.05% Reduce -1.2% 2,732 $213K
NCM Capital Management, LLC 0.07% No change 2,718 $212K
Smith Thornton Advisors LLC 0.09% No change 2,728 $211K
Atlas Wealth Partners, LLC 0.23% No change 2,686 $209K
Riverpoint Wealth Management Holdings, LLC 0.04% New 2,667 $208K
TrueWealth Financial Partners 0.09% Reduce -8.4% 2,653 $207K
American Money Management, LLC 0.03% No change 2,632 $205K
Granite FO LLC 0.11% No change 2,628 $205K
Triumph Capital Management 0.04% Reduce -2.7% 2,625 $205K
KRM Wealth Management L.L.C. 0.09% New 2,616 $204K
Kera Capital Partners, Inc. 0.02% Add +0.0% 2,585 $201K
FDx Advisors, Inc. 0.06% Add +0.2% 2,572 $200K
Wilmington Savings Fund Society, FSB 0.00% No change 2,500 $195K
American Capital Advisory, LLC 0.07% Reduce -15.9% 2,494 $194K
Murphy & Mullick Capital Management Corp 0.12% No change 2,489 $194K
Lummis Asset Management, LP 0.11% No change 2,460 $192K
Pinney & Scofield, Inc. 0.09% Add +0.3% 2,414 $188K
Golden State Wealth Management, LLC 0.02% Add +438.4% 2,358 $184K
Richard W. Paul & Associates, LLC 0.06% Reduce -11.0% 2,314 $180K
Ares Financial Consulting, LLC 0.13% No change 2,300 $179K
Security National Bank of Sioux City Iowa 0.07% New 2,245 $175K
Blume Capital Management, Inc. 0.03% No change 2,200 $171K
Cape Investment Advisory, Inc. 0.05% New 2,175 $169K
Roble, Belko & Company, Inc 0.02% No change 1,890 $147K
MeadowBrook Investment Advisors LLC 0.11% No change 1,825 $140K
Trust Co. of Toledo NA 0.01% Add +100.0% 1,782 $139K
ESL Trust Services, LLC 0.02% No change 1,780 $139K
WPG Advisers, LLC 0.08% No change 1,764 $137K
Oakmont Advisory Group, LLC 0.12% New 1,764 $137K
Beacon Financial Strategies CORP 0.07% No change 1,704 $133K
Coastline Trust Co 0.01% Reduce -0.6% 1,640 $128K
Pioneer Family Office, LLC 0.07% New 1,637 $128K
Ameriflex Group, Inc. 0.05% Reduce -1.0% 1,628 $127K
Colonial Trust Co / SC 0.02% Reduce -7.0% 1,540 $120K
Ritter Daniher Financial Advisory LLC / DE 0.02% No change 1,530 $119K
Hazlett, Burt & Watson, Inc. 0.03% No change 1,495 $117K
Addison Advisors LLC 0.05% Reduce -10.9% 1,472 $115K
NORTHSTAR ASSET MANAGEMENT Co 0.02% New 1,480 $115K
Kingdom Financial Group LLC. 0.03% Add +401.7% 1,460 $114K
Atlantic Union Bankshares Corp 0.00% Add +66.1% 1,445 $113K
O'shaughnessy Asset Management, LLC 0.00% Add +0.8% 1,442 $112K
Johnson Financial Group, Inc. 0.00% No change 1,429 $111K
LifeSteps Financial, Inc. 0.05% New 1,404 $109K
Dunhill Financial, LLC 0.02% Reduce -59.3% 1,368 $107K
Community Bank, N.A. 0.01% No change 1,350 $105K
Fiduciary Financial Advisors 0.01% New 1,349 $105K
Founders Financial Alliance, LLC 0.01% Reduce -6.8% 1,330 $104K
Pacifica Partners Inc. 0.03% No change 1,292 $100K
Gilpin Wealth Management, LLC 0.07% Reduce -4.5% 1,280 $100K
Institute for Wealth Management, LLC. 0.01% New 1,200 $93K
Vermillion Wealth Management, Inc. 0.02% Reduce -6.8% 1,183 $92K
CENTRAL TRUST Co 0.00% Add +82.8% 1,159 $90K
Global Trust Asset Management, LLC 0.03% No change 1,147 $89K
Millstone Evans Group, LLC 0.05% No change 1,121 $87K
Truvestments Capital LLC 0.01% New 1,099 $84K
Robinson Value Management, Ltd. 0.04% No change 1,066 $83K
Clean Yield Group 0.02% No change 1,064 $83K
Align Financial, LLC 0.04% No change 1,059 $83K
Sachetta, LLC 0.04% Add +5.9% 1,045 $81K
WealthCollab, LLC 0.03% No change 1,018 $79K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,019 $79K
Front Row Advisors LLC 0.02% Reduce -11.0% 1,007 $78K
Maryland Capital Advisors Inc. 0.02% — 971 $76K
First Pacific Financial 0.01% Reduce -27.2% 954 $74K
Evolution Wealth Management Inc. 0.04% Add +8.1% 945 $74K
Birchwood Financial Partners, Inc. 0.06% No change 900 $70K
DecisionPoint Financial, LLC 0.01% No change 891 $69K
Providence Capital Advisors, LLC 0.01% Reduce -63.2% 875 $68K
Signature Resources Capital Management, LLC 0.03% Reduce -13.9% 855 $67K
Ameritas Investment Partners, Inc. 0.00% No change 847 $66K
WealthShield Partners, LLC 0.01% Reduce -27.3% 825 $64K
JPL Wealth Management, LLC 0.01% No change 820 $64K
Blueline Advisors LLC 0.04% Add +102.3% 787 $61K
Tompkins Financial Corp. 0.00% No change 768 $60K
Aventura Private Wealth, LLC 0.02% Reduce -7.8% 761 $59K
Pacific Center for Financial Services 0.01% Reduce -4.3% 733 $57K
Plante Moran Financial Advisors, LLC 0.00% New 717 $56K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 707 $55K
Crewe Advisors LLC 0.00% No change 679 $53K
Caitlin John, LLC 0.03% No change 674 $53K
Godfrey Financial Associates, Inc. 0.04% No change 671 $52K
Glen Eagle Advisors, LLC 0.01% No change 664 $52K
Allied Private Wealth LLC 0.03% — 664 $52K
Signature Equity Partners, LLC 0.02% Add +6.4% 650 $51K
Ascentis Independent Advisors 0.13% Reduce -99.0% 634 $49K
Peoples Financial Services Corp. 0.02% No change 625 $49K
MPWM Advisory Solutions, LLC 0.02% No change 621 $48K
SHP Wealth Management 0.00% Reduce -2.5% 611 $48K
Hanson & Doremus Investment Management 0.00% Reduce -23.8% 600 $47K
Comprehensive Financial Planning, Inc. 0.03% Add +1.0% 602 $47K
Ankerstar Wealth, LLC 0.04% Reduce -10.2% 599 $47K
Orion Capital Management LLC 0.01% No change 599 $47K
Hantz Financial Services, Inc. 0.00% Add +199.5% 590 $46K
SYM FINANCIAL Corp 0.00% New 585 $46K
Creative Capital Management Investments LLC 0.01% Reduce -20.9% 583 $45K
Guardian Partners Inc. 0.00% New 550 $43K
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 $36K
West Paces Advisors Inc. 0.01% New 467 $36K
Center for Financial Planning, Inc. 0.00% No change 450 $35K
Frazier Financial Advisors, LLC 0.02% New 440 $34K
JNBA Financial Advisors 0.00% Reduce -60.6% 439 $34K
Financial Perspectives, Inc 0.01% No change 427 $33K
Investors Research Corp 0.01% No change 424 $33K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +5.1% 410 $32K
Fourth Dimension Wealth, LLC 0.01% No change 397 $31K
Lowe Brockenbrough & Co. Inc. 0.00% No change 389 $30K
Colonial Trust Advisors 0.00% No change 375 $29K
Cassaday & Co Wealth Management LLC 0.00% New 350 $27K
Winthrop Capital Management, LLC 0.01% No change 347 $27K
Asset Dedication, LLC 0.00% Add +81.6% 336 $26K
Bangor Savings Bank 0.00% No change 333 $26K
Quest 10 Wealth Builders, Inc. 0.02% No change 327 $25K
Mark Sheptoff Financial Planning, LLC 0.01% No change 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
Versant Capital Management, Inc 0.00% Reduce -20.3% 291 $23K
Transce3nd, LLC 0.19% No change 282 $22K
Bernard Wealth Management Corp. 0.01% No change 277 $22K
Atlas Capital Advisors Inc. 0.00% Add +4.2% 271 $21K
TIAA Wealth Investment Management LLC 0.00% Reduce -63.4% 271 $21K
Sittner & Nelson, LLC 0.01% New 263 $20K
Tower View Wealth Management LLC 0.01% Add +1.1% 263 $20K
Keating Financial Advisory Services, Inc. 0.00% Reduce -75.6% 256 $20K
Bogart Wealth, LLC 0.00% No change 256 $20K
Clark Wealth Partners 0.01% No change 250 $19K
Longview Financial Advisors LLC 0.01% Add +60.0% 240 $19K
Capital Investment Counsel, Inc 0.00% No change 235 $18K
Harborfront Financial Group LLC 0.07% — 230 $18K
Nemes Rush Group LLC 0.00% Add +40.4% 226 $18K
Strive Financial Group ,LLC 0.01% New 221 $17K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -50.2% 220 $17K
Bayban 0.01% Reduce -62.6% 211 $16K
Signaturefd, LLC 0.00% Add +580.6% 211 $16K
Prudent Man Investment Management, Inc. 0.01% No change 204 $16K
Chapman Financial Group, LLC 0.01% No change 200 $16K
Park Place Capital Corp 0.00% New 200 $16K
Portfolio Resources Advisor Group, Inc. 0.01% Add +4.8% 198 $15K
HM Payson & Co. 0.00% Add +1.0% 194 $15K
Key Financial Inc 0.00% Add +107.5% 193 $15K
Vision Retirement, LLC 0.00% No change 191 $15K
Copia Wealth Management 0.01% No change 190 $15K
North Star Investment Management Corp. 0.00% No change 188 $15K
Pinnacle Wealth Planning Services, Inc. 0.00% No change 182 $14K
Costello Asset Management, INC 0.00% Add +0.6% 171 $13K
Tradewinds Capital Management, LLC 0.00% No change 170 $13K
Bare Financial Services, Inc 0.00% New 170 $13K
Peachtree Investment Partners, LLC 0.00% Add +3.3% 156 $12K
Medallion Wealth Advisors, LLC 0.00% Reduce -83.9% 155 $12K
Chesapeake Asset Management LLC 0.01% No change 154 $12K
Investment Research & Advisory Group, Inc. 0.00% Add +0.7% 140 $11K
Southern Michigan Bank & Trust 0.00% New 135 $11K
Toews Corp. 0.00% New 132 $10K
Sofi Wealth, LLC 0.00% Add +34.0% 130 $10K
Westside Investment Management, Inc. 0.00% No change 130 $10K
Caldwell Sutter Capital, Inc. 0.00% Reduce -53.2% 125 $10K
Tsfg, LLC 0.00% No change 112 $9K
CX Institutional 0.00% Add +56.2% 114 $9K
KERR FINANCIAL PLANNING Corp 0.01% Add +0.9% 116 $9K
Cordant, Inc. 0.00% New 114 $9K
Lloyd Advisory Services, LLC. 0.00% Reduce -63.9% 105 $8K
Advocate Investing Services LLC 0.01% No change 103 $8K
Wolff Wiese Magana LLC 0.00% No change 103 $8K
Covestor Ltd 0.00% Add +33.3% 96 $8K
Arlington Trust Co LLC 0.00% New 102 $8K
Rakuten Securities, Inc. 0.00% Reduce -5.7% 100 $8K
NFSG Corp 0.00% New 96 $7K
N.E.W. Advisory Services LLC 0.00% No change 92 $7K
Coston, McIsaac & Partners 0.00% New 97 $7K
Darwin Wealth Management, LLC 0.00% No change 89 $7K
Napier Financial, LLC 0.00% New 79 $6K
Concord Wealth Partners 0.00% New 77 $6K
McDonald Partners LLC 0.00% New 75 $6K
Cedar Mountain Advisors, LLC 0.00% No change 70 $5K
Pflug Koory, LLC 0.00% No change 67 $5K
Quaker Wealth Management, LLC 0.00% New 66 $5K
4Thought Financial Group Inc. 0.00% Add +15.8% 66 $5K
Westend Capital Management, LLC 0.00% New 64 $5K
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
Gleason Group, Inc. 0.00% New 40 $3K
GGM Financial LLC 0.00% Reduce -5.3% 36 $3K
Financial Consulate, Inc. 0.00% New 35 $3K
Manchester Capital Management LLC 0.00% Reduce -89.5% 30 $2K
GHP Investment Advisors, Inc. 0.00% New 30 $2K
Oakworth Capital, Inc. 0.00% No change 27 $2K
Valued Wealth Advisors LLC 0.00% No change 26 $2K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -99.2% 25 $2K
Valley National Advisers Inc. 0.00% No change 22 $2K
AlphaCore Capital LLC 0.00% No change 21 $2K
Strategic Advocates LLC 0.01% New 21 $2K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 18 $1K
Smallwood Wealth Investment Management, LLC 0.00% No change 15 $1K
Tounjian Advisory Partners, LLC 0.00% New 12 $919
LM Advisors LLC 0.00% Add +73.5% 10,161 $792
Three Bearings Fiduciary Advisors, Inc. 0.00% No change 6 $468
Steigerwald, Gordon & Koch Inc. 0.00% No change 6 $467
Kroeger Financial Partners 0.00% — 2 $156
Russell Investments Group, Ltd. 0.00% No change 2 $123
Trust Co 0.00% No change 1 $78
Gables Capital Management Inc. 0.00% No change 1 $78
Mather Group, Llc. 0.00% Reduce -99.8% 1 $75
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.