iShares US Treasury Bond ETFGOVTETF
13F holders, Q1 2024 (March 31)691holders
2famous investors
$22.77avg. 13F price*
At the end of Q1 2024, 691 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings. The largest holders were Bank of America Corp. ($8.3B), LPL Financial LLC ($2.2B) and FMR LLC ($1.4B). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Treasury Bond ETF
- CUSIP
- 46429B267
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $136.9M |
| Exits | 81 | $238.7M |
Ownership 691 holders
| Bank of America Corp. | 0.82% | Add +1.1% | 362,972,396 | $8.3B |
| LPL Financial LLC | 1.20% | Add +1764.6% | 97,794,306 | $2.2B |
| FMR LLC | 0.10% | Add +11.5% | 63,104,925 | $1.4B |
| Truist Financial Corp. | 2.01% | Add +4.2% | 58,161,325 | $1.3B |
| Envestnet Asset Management Inc. | 0.43% | Add +9.2% | 50,181,467 | $1.1B |
| Allworth Financial LP | 4.33% | Add +7.0% | 26,933,904 | $613.3M |
| PNC Financial Services Group, Inc. | 0.40% | Add +15.8% | 25,443,972 | $579.4M |
| Morgan Stanley | 0.04% | Add +1.8% | 20,753,390 | $472.6M |
| Assetmark, Inc. | 1.25% | Add +1.6% | 16,937,328 | $385.7M |
| Charles Schwab Investment Management Inc. | 0.07% | Reduce -6.0% | 13,491,644 | $307.2M |
| BlackRock Inc. | 0.01% | Reduce -3.6% | 12,244,894 | $278.8M |
| Fund Evaluation Group, LLC | 15.32% | Add +8.0% | 10,748,080 | $244.7M |
| Peavine Capital, LLC | 56.62% | Add +3.1% | 9,848,623 | $224.3M |
| Mutual Advisors, LLC | 6.02% | Add +11.5% | 8,233,590 | $187.5M |
| Prime Capital Investment Advisors, LLC | 2.61% | Reduce -1.0% | 8,222,059 | $187.2M |
| United Capital Financial Advisors, LLC | 1.46% | Reduce -1.6% | 7,754,271 | $176.6M |
| Morningstar Investment Management LLC | 18.51% | Add +19.3% | 7,496,170 | $170.7M |
| JPMorgan Chase & Co. | 0.01% | Reduce -17.9% | 7,339,473 | $167.1M |
| UBS Group AG | 0.04% | Reduce -2.5% | 5,697,125 | $129.7M |
| Townsquare Capital LLC | 1.89% | Add +14.2% | 5,659,251 | $128.9M |
| Jordan Park Group LLC | 8.16% | Add +13.0% | 5,638,252 | $128.4M |
| Ameriprise Financial Inc. | 0.04% | Add +2.4% | 5,622,835 | $128.0M |
| Nationwide Fund Advisors | 13.56% | Add +1.1% | 5,497,558 | $125.2M |
| Allspring Global Investments Holdings, LLC | 0.18% | Add +5.7% | 4,969,584 | $113.2M |
| EP Wealth Advisors, LLC | 1.26% | Add +1.3% | 4,752,554 | $108.2M |
| Itau Unibanco Holding S.A. | 4.59% | Add +5.3% | 4,702,295 | $107.1M |
| TD Private Client Wealth LLC | 3.40% | Add +15.4% | 4,552,681 | $103.7M |
| MCF Advisors LLC | 7.40% | Add +7.0% | 4,194,589 | $95.5M |
| Cobblestone Capital Advisors LLC | 5.61% | Add +43.1% | 3,914,952 | $89.1M |
| Commerce Bank | 0.55% | Add +4.4% | 3,682,713 | $83.9M |
| Royal Bank of Canada | 0.02% | Add +34.5% | 3,513,751 | $80.0M |
| Crane Advisory, LLC | 15.04% | Add +10.7% | 3,306,537 | $74.6M |
| Cetera Investment Advisers | 0.17% | Add +581.8% | 3,177,425 | $72.3M |
| Wilbanks Smith & Thomas Asset Management LLC | 1.98% | Add +5.6% | 3,108,176 | $70.8M |
| 1832 Asset Management L.P. | 0.12% | Add +36.3% | 2,935,845 | $66.8M |
| Alesco Advisors, LLC, An ESL Co | 2.18% | Add +2.1% | 2,906,070 | $66.2M |
| Crestwood Advisors Group, LLC | 1.43% | Add +10.7% | 2,872,434 | $65.4M |
| Deutsche Bank AG | 0.03% | Add +1.0% | 2,863,706 | $65.2M |
| SYM FINANCIAL Corp | 9.96% | Add +10.1% | 2,650,947 | $60.4M |
| Norinchukin Bank, The | 1.81% | Reduce -2.5% | 2,649,662 | $60.3M |
| Asset Management One Co., Ltd. | 0.23% | New | 2,600,000 | $59.2M |
| GLOBALT Investments LLC / GA | 2.33% | Reduce -2.3% | 2,574,932 | $58.6M |
| Mill Creek Capital Advisors, LLC | 1.45% | Reduce -12.9% | 2,340,437 | $53.3M |
| Janney Montgomery Scott LLC | 0.15% | Add +128.6% | 2,234,601 | $50.9M |
| Osaic Holdings, Inc. | 0.11% | Reduce -26.7% | 2,076,736 | $47.3M |
| 3EDGE Asset Management, LP | 3.60% | Reduce -5.5% | 2,027,772 | $46.2M |
| Northern Trust Corp. | 0.01% | Add +61.5% | 1,845,615 | $42.0M |
| Wedmont Private Capital | 3.07% | Add +5.6% | 1,866,147 | $42.0M |
| Foster Group, Inc. | 2.05% | Add +2094.4% | 1,812,960 | $41.3M |
| Cwm, LLC | 0.20% | Reduce -27.1% | 1,781,729 | $40.6M |
| Commonwealth Equity Services, LLC | 0.07% | Add +75.1% | 1,728,019 | $39.3M |
| Brookstone Capital Management | 0.65% | Reduce -7.1% | 1,600,267 | $36.4M |
| Capital Planning Advisors, LLC | 6.37% | Add +6.9% | 1,593,133 | $36.3M |
| Bailard, Inc. | 0.97% | Add +7.7% | 1,547,879 | $35.2M |
| Sequoia Financial Advisors, LLC | 0.44% | Add +11.2% | 1,541,124 | $35.1M |
| MML Investors Services, LLC | 0.14% | Reduce -2.3% | 1,514,190 | $34.5M |
| Heirloom Wealth Management | 11.69% | Add +14.2% | 1,506,280 | $34.3M |
| Armstrong Advisory Group, Inc. | 3.30% | No change | 1,473,662 | $34.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +8.9% | 1,407,022 | $32.0M |
| Wells Fargo & Company | 0.01% | Reduce -4.8% | 1,396,304 | $31.8M |
| Global Retirement Partners, LLC | 1.08% | Add +1176.0% | 1,269,244 | $28.9M |
| Sand Hill Global Advisors, LLC | 1.36% | Add +24.2% | 1,259,795 | $28.7M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Add +15.4% | 1,209,154 | $27.5M |
| AE Wealth Management LLC | 0.31% | Add +13.0% | 1,206,583 | $27.5M |
| US Bancorp \de | 0.04% | Add +0.8% | 1,197,405 | $27.3M |
| HighTower Advisors, LLC | 0.04% | Add +7.8% | 1,197,502 | $27.2M |
| Heck Capital Advisors, LLC | 4.11% | Add +1.5% | 1,184,470 | $27.0M |
| McKinley Carter Wealth Services, Inc. | 1.77% | Add +8.3% | 1,165,169 | $26.5M |
| Relative Value Partners Group, LLC | 1.66% | Reduce -0.4% | 1,146,747 | $26.4M |
| Cerity Partners LLC | 0.07% | Reduce -14.6% | 1,143,805 | $26.0M |
| Alliancebernstein L.P. | 0.01% | Reduce -75.0% | 1,105,955 | $25.2M |
| Johnson Bixby & Associates, LLC | 4.31% | Add +6.4% | 1,088,848 | $24.8M |
| Rockefeller Capital Management L.P. | 0.07% | Add +4.1% | 1,066,513 | $24.3M |
| Acorns Advisers, LLC | 0.27% | Add +8.4% | 1,044,033 | $23.8M |
| Brown Advisory Inc. | 0.03% | Reduce -8.2% | 1,032,525 | $23.5M |
| Verum Partners LLC | 8.16% | Add +21.9% | 1,007,625 | $22.9M |
| Stifel Financial Corp. | 0.03% | Add +2.4% | 1,006,702 | $22.9M |
| Financial Advisory Group | 3.99% | Add +13.2% | 994,183 | $22.6M |
| Park Avenue Securities LLC | 0.29% | Add +14.4% | 991,165 | $22.6M |
| Trilogy Capital Inc. | 1.29% | Add +6.8% | 987,287 | $22.5M |
| Schmidt P J Investment Management Inc. | 4.18% | Add +8.4% | 972,041 | $22.1M |
| Clear Rock Advisors, LLC | 9.10% | Add +2.5% | 920,670 | $21.0M |
| Bank of New York Mellon Corp | 0.00% | Add +156.3% | 883,853 | $20.1M |
| Blueprint Investment Partners LLC | 3.94% | Add +41.0% | 876,666 | $20.0M |
| Roberts Financial Services LLC | 3.91% | Reduce -58.8% | 842,091 | $19.2M |
| Perigon Wealth Management, LLC | 0.58% | Add +639.7% | 834,083 | $19.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +3.0% | 827,200 | $18.8M |
| 1607 Capital Partners, LLC | 1.52% | Reduce -58.3% | 818,142 | $18.6M |
| Hoese & Co LLP | 16.37% | Add +2.2% | 792,249 | $17.9M |
| Cook Wealth, LLC | 10.55% | Add +0.5% | 789,408 | $17.5M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +43.9% | 764,698 | $17.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +39.2% | 751,620 | $17.1M |
| Access Financial Services, Inc. | 7.49% | Add +7.6% | 736,026 | $16.8M |
| Cambridge Associates LLC /Ma/ | 0.89% | Reduce -7.6% | 728,802 | $16.6M |
| Genus Capital Management Inc. | 2.12% | — | 717,382 | $16.3M |
| St Germain D J Co. Inc. | 0.79% | Add +124.1% | 708,197 | $16.1M |
| Cutler Investment Counsel LLC | 2.13% | Add +3.2% | 698,892 | $15.9M |
| Annandale Capital, LLC | 3.59% | Add +6.9% | 697,839 | $15.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +25.7% | 694,442 | $15.8M |
| Mercer Global Advisors Inc. | 0.04% | Reduce -7.4% | 686,317 | $15.6M |
| Integrated Wealth Concepts LLC | 0.22% | Add +922.5% | 673,245 | $15.3M |
| SeaBridge Investment Advisors LLC | 3.82% | Add +0.5% | 635,630 | $14.5M |
| Steward Partners Investment Advisory, LLC | 0.15% | Reduce -1.5% | 593,578 | $13.5M |
| Wealthspire Advisors, LLC | 0.18% | Reduce -0.2% | 586,834 | $13.4M |
| Private Advisor Group, LLC | 0.09% | Reduce -15.0% | 575,969 | $13.1M |
| Spectrum Strategic Capital Management, LLC | 9.93% | Add +3.4% | 572,125 | $13.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.1% | 561,869 | $12.8M |
| Bartlett & Co. Wealth Management LLC | 0.19% | Add +49.0% | 539,299 | $12.3M |
| Seascape Capital Management | 4.53% | Add +13.7% | 535,355 | $12.2M |
| Petix & Botte Co | 3.02% | New | 534,832 | $12.2M |
| Lineweaver Wealth Advisors, LLC | 2.85% | Add +6.3% | 526,356 | $12.0M |
| Lifeworks Advisors, LLC | 3.33% | Add +31.5% | 521,925 | $11.9M |
| Montecito Bank & Trust | 2.36% | Add +14.6% | 517,774 | $11.8M |
| Topel & Distasi Wealth Management, LLC | 5.12% | Add +26.5% | 508,980 | $11.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.35% | Reduce -3.1% | 502,359 | $11.4M |
| Occidental Asset Management, LLC | 2.14% | Add +3.0% | 501,991 | $11.4M |
| Regal Investment Advisors LLC | 0.77% | Add +0.7% | 492,925 | $11.2M |
| Equitable Holdings, Inc. | 0.12% | Add +445.3% | 485,680 | $11.1M |
| Prairieview Wealth Partners, LLC | 9.97% | Add +4.6% | 482,501 | $11.0M |
| Source Financial Advisors LLC | 3.26% | Add +20.0% | 472,268 | $10.8M |
| Bernardo Wealth Planning LLC | 2.94% | Add +13.7% | 463,713 | $10.6M |
| Perella Weinberg Partners Capital Management LP | 1.04% | Add +23.8% | 453,143 | $10.3M |
| Northwest & Ethical Investments L.P. | 0.29% | New | 444,200 | $10.1M |
| Gibbs Wealth Management | 5.75% | — | 439,217 | $10.0M |
| Key Financial Inc | 2.54% | Add +4.3% | 438,188 | $10.0M |
| Geneos Wealth Management Inc. | 0.45% | Add +136.4% | 436,046 | $9.9M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -72.7% | 429,069 | $9.8M |
| Raymond James & Associates | 0.01% | Reduce -9.1% | 427,923 | $9.7M |
| Klaas Financial Asset Advisors, LLC | 1.89% | Add +0.8% | 415,713 | $9.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -97.0% | 413,166 | $9.4M |
| Strategic Blueprint, LLC | 0.66% | Add +48.8% | 406,713 | $9.3M |
| Seneca Financial Advisors LLC | 4.93% | New | 405,979 | $9.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.20% | Reduce -2.1% | 395,389 | $9.0M |
| Optas, LLC | 2.45% | Add +0.7% | 394,471 | $9.0M |
| SCS Capital Management LLC | 0.19% | Add +8.1% | 394,345 | $9.0M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.50% | Add +13.7% | 380,528 | $8.7M |
| Clear Creek Financial Management, LLC | 1.10% | Add +12.3% | 376,568 | $8.6M |
| Bull Oak Capital, LLC | 5.65% | Add +14.0% | 369,985 | $8.4M |
| Hilltop Holdings Inc. | 0.92% | Add +8.3% | 361,682 | $8.2M |
| Farther Finance Advisors, LLC | 0.49% | Add +11.5% | 359,665 | $8.1M |
| Atria Investments, Inc | 0.11% | Add +148.4% | 349,497 | $8.0M |
| Beacon Bridge Wealth Partners, LLC | 3.73% | Add +2.2% | 347,296 | $7.9M |
| Skyline Advisors, Inc. | 3.45% | Add +0.8% | 338,138 | $7.7M |
| Cornerstone National Bank & Trust Co | 3.76% | Add +18.1% | 327,409 | $7.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -6.2% | 325,561 | $7.4M |
| JT Stratford LLC | 1.47% | Add +8.6% | 322,121 | $7.3M |
| Vantage Financial Partners, LLC | 1.96% | Add +0.8% | 320,352 | $7.3M |
| Phoenix Financial Ltd. | 0.10% | Reduce -30.5% | 308,239 | $7.0M |
| Financial Advocates Investment Management | 0.41% | Add +3649.1% | 297,937 | $7.0M |
| Paladin Advisory Group, LLC | 5.43% | Add +8.8% | 305,236 | $6.9M |
| Foundations Investment Advisors, LLC | 0.18% | Add +88.8% | 300,480 | $6.8M |
| 4J Wealth Management LLC | 5.85% | Add +22.5% | 297,463 | $6.8M |
| Stewardship Advisors, LLC | 2.30% | Reduce -60.3% | 294,573 | $6.7M |
| Westshore Wealth, LLC | 2.79% | Add +8.1% | 294,343 | $6.7M |
| Scotia Capital Inc. | 0.04% | Add +36.4% | 293,292 | $6.7M |
| Mariner, LLC | 0.01% | Add +82.7% | 292,978 | $6.7M |
| Mma Asset Management LLC | 3.11% | Add +36.8% | 295,988 | $6.6M |
| Center For Asset Management LLC | 5.36% | Add +5.4% | 287,671 | $6.6M |
| Creative Planning | 0.01% | Reduce -3.9% | 287,669 | $6.6M |
| Barclays PLC | 0.00% | Add +3.1% | 284,979 | $6.5M |
| Anfield Capital Management, LLC | 3.05% | Add +22.2% | 277,520 | $6.3M |
| HSBC Holdings PLC | 0.00% | Add +53.6% | 275,948 | $6.3M |
| Principal Securities, Inc. | 0.20% | Add +4.2% | 275,446 | $6.3M |
| Strategic Investment Advisors / MI | 0.80% | Reduce -1.4% | 274,100 | $6.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -41.7% | 273,474 | $6.2M |
| Compagnie Lombard Odier SCmA | 0.11% | Add +32.5% | 267,047 | $6.1M |
| One Day In July LLC | 0.73% | Reduce -27.0% | 240,630 | $5.5M |
| Anderson Hoagland & Co. | 0.60% | Add +2.5% | 239,198 | $5.3M |
| Comerica Bank | 0.02% | Add +35.1% | 233,618 | $5.3M |
| Drive Wealth Management, LLC | 1.49% | Add +37.9% | 233,289 | $5.3M |
| Mather Group, Llc. | 0.08% | Reduce -3.6% | 227,892 | $5.3M |
| Allianz Asset Management GmbH | 0.01% | New | 226,900 | $5.2M |
| Proquility Private Wealth Partners, LLC | 1.72% | Add +22.1% | 220,094 | $5.0M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -2.8% | 220,072 | $5.0M |
| CW Advisors, LLC | 0.09% | Reduce -1.5% | 219,038 | $5.0M |
| Portside Wealth Group, LLC | 0.92% | Add +1.3% | 218,309 | $5.0M |
| Synovus Financial Corp. | 0.06% | Add +8.8% | 216,953 | $4.9M |
| Stage Harbor Financial, LLC | 4.39% | Reduce -1.7% | 211,811 | $4.8M |
| Credit Suisse AG/ | 0.00% | New | 210,860 | $4.8M |
| Strategic Financial Concepts, LLC | 1.15% | Add +21.0% | 210,339 | $4.8M |
| Privium Fund Management (UK) Ltd | 2.35% | New | 210,860 | $4.7M |
| CFS Investment Advisory Services, LLC | 0.77% | Reduce -8.4% | 200,840 | $4.6M |
| AdvisorNet Financial, Inc | 0.44% | Add +13.7% | 200,679 | $4.6M |
| Sowell Financial Services LLC | 0.21% | Add +33.3% | 199,755 | $4.5M |
| Paragon Capital Management Inc. | 3.39% | Reduce -2.0% | 199,169 | $4.5M |
| Capital Investment Counsel, LLC | 0.97% | Add +83.7% | 199,121 | $4.5M |
| Cibc World Market Inc. | 0.01% | Add +6.6% | 198,775 | $4.5M |
| CreativeOne Wealth, LLC | 0.18% | Add +71.9% | 194,787 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +1.6% | 192,476 | $4.4M |
| Interactive Financial Advisors, Inc. | 2.34% | Add +426.8% | 185,682 | $4.2M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +4.2% | 185,427 | $4.2M |
| Cahill Financial Advisors Inc. | 0.57% | Reduce -10.8% | 184,999 | $4.2M |
| Greenline Partners, LLC | 0.66% | Add +32.1% | 182,406 | $4.2M |
| Ullmann Wealth Partners Group, LLC | 0.60% | Add +4.2% | 178,223 | $4.1M |
| IFG Advisory, LLC | 0.30% | Add +957.9% | 177,495 | $4.0M |
| KWB Wealth | 0.54% | New | 176,891 | $4.0M |
| Highline Wealth Partners LLC | 1.59% | Add +53.9% | 171,731 | $3.9M |
| Private Trust Co. NA | 0.41% | Add +1015.0% | 167,792 | $3.8M |
| Diversify Advisory Services, LLC | 0.22% | — | 169,323 | $3.8M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +9.6% | 166,783 | $3.8M |
| M&T Bank Corp | 0.01% | Add +70.7% | 164,520 | $3.7M |
| Western Financial Corp | 2.23% | Add +11.8% | 159,676 | $3.6M |
| Fifth Third Securities, Inc. | 0.35% | Add +17.7% | 159,588 | $3.6M |
| Sterling Financial Planning, Inc. | 1.42% | Reduce -2.1% | 153,825 | $3.5M |
| PFG Investments, LLC | 0.20% | Reduce -33.8% | 143,485 | $3.3M |
| Swmg, LLC | 1.47% | Add +68.8% | 143,130 | $3.3M |
| SteelPeak Wealth, LLC | 0.17% | Add +33.1% | 142,141 | $3.2M |
| Fortitude Advisory Group L.L.C. | 1.79% | No change | 139,458 | $3.2M |
| First Pacific Financial | 0.85% | Add +11.4% | 133,627 | $3.0M |
| Client 1ST Advisory Group, LLC | 1.36% | Reduce -19.8% | 133,288 | $3.0M |
| Crestmont Private Wealth LLC | 1.49% | Reduce -10.2% | 132,075 | $3.0M |
| Dorsey & Whitney Trust CO LLC | 0.21% | Add +3.1% | 132,000 | $3.0M |
| Catalina Capital Group, LLC | 1.26% | Add +1.5% | 129,499 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +21.1% | 128,593 | $2.9M |
| Captrust Financial Advisors | 0.01% | Add +28.4% | 125,332 | $2.9M |
| Parallel Advisors, LLC | 0.08% | Add +27.7% | 124,638 | $2.8M |
| LVW Advisors, LLC | 0.47% | Add +1.4% | 122,376 | $2.8M |
| Flow Traders U.S. LLC | 0.15% | New | 121,673 | $2.8M |
| Olde Wealth Management, LLC | 1.31% | Reduce -0.5% | 123,740 | $2.8M |
| Quotient Wealth Partners, LLC | 0.10% | Reduce -86.6% | 121,101 | $2.8M |
| Ascent Group, LLC | 0.24% | Add +1.8% | 117,253 | $2.7M |
| Eight 31 Financial, LLC | 1.63% | Reduce -30.9% | 113,574 | $2.6M |
| Crabel Capital Management, LLC | 2.17% | Reduce -56.1% | 109,424 | $2.5M |
| Sharkey, Howes & Javer | 0.40% | Reduce -41.1% | 108,542 | $2.5M |
| Fidelity D & D Bancorp Inc. | 1.84% | Add +7.7% | 107,522 | $2.4M |
| Prospera Financial Services Inc | 0.07% | Reduce -21.3% | 106,401 | $2.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -4.3% | 105,959 | $2.4M |
| Simplicity Wealth,LLC | 0.06% | Add +120.8% | 105,652 | $2.4M |
| Keel Point, LLC | 0.25% | Add +10.6% | 104,950 | $2.4M |
| Prudential Financial Inc. | 0.00% | Add +2.6% | 103,338 | $2.4M |
| TSA Wealth Managment LLC | 1.02% | Reduce -29.4% | 102,851 | $2.3M |
| Shared Vision Wealth Group LLC | 1.45% | Reduce -2.7% | 102,046 | $2.3M |
| WealthCare Investment Partners, LLC | 1.12% | Add +7.2% | 101,630 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -19.3% | 101,445 | $2.3M |
| Avalon Capital Management | 0.94% | Reduce -10.9% | 100,318 | $2.3M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.27% | New | 99,984 | $2.3M |
| FFG Retirement Advisors LLC | 1.59% | Add +12.0% | 99,318 | $2.3M |
| Columbia Bank | 0.91% | — | 96,943 | $2.2M |
| Spire Wealth Management | 0.04% | Reduce -10.7% | 95,222 | $2.2M |
| Phoenix Wealth Advisors | 1.31% | New | 94,618 | $2.2M |
| Modern Wealth Management, LLC | 0.20% | Add +405.0% | 94,137 | $2.1M |
| Snider Financial Group | 0.89% | Add +6.3% | 93,401 | $2.1M |
| Citigroup Inc. | 0.00% | Add +42.9% | 92,692 | $2.1M |
| Capital Investment Advisory Services, LLC | 0.22% | Reduce -20.9% | 92,106 | $2.1M |
| Visionary Wealth Advisors | 0.14% | Add +12.6% | 90,943 | $2.1M |
| Greenleaf Trust | 0.02% | Add +76.5% | 89,525 | $2.0M |
| BNP Paribas | 0.09% | — | 88,475 | $2.0M |
| Vermillion & White Wealth Management Group, LLC | 1.59% | Add +13.3% | 45,202 | $2.0M |
| Liberty Wealth Management LLC | 0.38% | Reduce -19.8% | 85,121 | $1.9M |
| Element Wealth, LLC | 1.13% | Add +6.9% | 85,033 | $1.9M |
| Heritage Wealth Management, Inc. | 1.91% | Add +20.5% | 84,271 | $1.9M |
| Advus Financial Partners, LLC | 0.59% | Reduce -11.9% | 83,740 | $1.9M |
| Avondale Wealth Management | 1.34% | Add +5.0% | 83,675 | $1.9M |
| Sollinda Capital Management LLC | 0.59% | Reduce -10.1% | 83,605 | $1.9M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -13.6% | 81,378 | $1.9M |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +98.5% | 83,684 | $1.8M |
| Trek Financial, LLC | 0.14% | Reduce -13.0% | 80,203 | $1.8M |
| Arden Trust Co | 0.25% | Reduce -77.7% | 77,760 | $1.8M |
| Choreo, LLC | 0.04% | Add +1.9% | 76,802 | $1.7M |
| Horst & Graben Wealth Management LLC | 0.35% | Reduce -23.2% | 74,693 | $1.7M |
| Tiaa Trust, National Association | 0.01% | Reduce -1.0% | 74,400 | $1.7M |
| Blue Trust, Inc. | 0.02% | Reduce -54.1% | 73,466 | $1.7M |
| Valmark Advisers, Inc. | 0.03% | Reduce -9.7% | 73,354 | $1.7M |
| Roble, Belko & Company, Inc | 0.29% | Add +42.5% | 73,274 | $1.7M |
| Rede Wealth, LLC | 0.68% | Add +29.0% | 70,880 | $1.6M |
| Austin Private Wealth, LLC | 0.18% | Reduce -14.5% | 71,143 | $1.6M |
| Icon Wealth Advisors, LLC | 0.15% | Add +18.9% | 70,253 | $1.6M |
| Kingswood Wealth Advisors, LLC | 0.18% | Reduce -26.3% | 69,778 | $1.6M |
| Harbour Investments, Inc. | 0.06% | Reduce -14.5% | 69,518 | $1.6M |
| Wesbanco Bank Inc. | 0.06% | Add +6.8% | 69,107 | $1.6M |
| Intelligence Driven Advisers, LLC | 0.23% | Reduce -1.6% | 67,949 | $1.5M |
| IRON Financial LLC | 0.84% | Reduce -2.6% | 65,977 | $1.5M |
| Norden Group LLC | 0.30% | New | 63,875 | $1.5M |
| Cosner Financial Group, LLC | 1.02% | Add +31.7% | 62,589 | $1.4M |
| Ascent Wealth Partners, LLC | 0.21% | Add +359.5% | 62,506 | $1.4M |
| National Bank of Canada | 0.00% | Add +2.2% | 63,682 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Reduce -5.9% | 62,269 | $1.4M |
| Prosperity Consulting Group, LLC | 0.18% | New | 62,257 | $1.4M |
| Family Firm, Inc. | 0.34% | Add +28.3% | 61,337 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +13.1% | 61,057 | $1.4M |
| Wealth Advisory Solutions, LLC | 0.36% | New | 60,887 | $1.4M |
| Focus Financial Network, Inc. | 0.07% | — | 61,865 | $1.4M |
| Citadel Advisors | 0.00% | Add +28.9% | 60,045 | $1.4M |
| Hoxton Planning & Management, LLC | 0.65% | Reduce -12.6% | 59,851 | $1.4M |
| Brasada Capital Management, LP | 0.24% | Reduce -2.9% | 59,626 | $1.4M |
| Financial Network Wealth Advisors LLC | 1.35% | Add +13.0% | 59,510 | $1.4M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -0.4% | 59,152 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.11% | Add +65.3% | 58,966 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.0% | 58,919 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -7.0% | 58,919 | $1.3M |
| JPL Wealth Management, LLC | 0.74% | Reduce -14.7% | 58,763 | $1.3M |
| ICA Group Wealth Management, LLC | 0.27% | Add +4680.1% | 58,747 | $1.3M |
| TFB Advisors LLC | 0.48% | Add +18.4% | 59,642 | $1.3M |
| Twele Capital Management, Inc. | 0.30% | Add +13.3% | 57,917 | $1.3M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +8.4% | 57,367 | $1.3M |
| Perennial Investment Advisors, LLC | 0.20% | New | 57,147 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +31.6% | 56,872 | $1.3M |
| Leavell Investment Management, Inc. | 0.07% | Reduce -14.3% | 56,396 | $1.3M |
| One Wealth Advisors, LLC | 0.21% | Reduce -16.8% | 53,688 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -10.1% | 53,390 | $1.2M |
| GeoWealth Management, LLC | 0.05% | Reduce -30.4% | 52,685 | $1.2M |
| Wealthfront Advisers LLC | 0.00% | Add +7.7% | 52,187 | $1.2M |
| Addison Capital Co | 0.59% | New | 51,860 | $1.2M |
| Global Wealth Strategies & Associates | 0.43% | Reduce -76.0% | 50,368 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +16.3% | 38,118 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.34% | Add +10.2% | 49,609 | $1.1M |
| Financial Partners Group, Inc | 0.18% | Add +255.2% | 49,602 | $1.1M |
| Paragon Private Wealth Management, LLC | 0.65% | New | 48,239 | $1.1M |
| Shelter Mutual Insurance Co | 0.28% | No change | 48,000 | $1.1M |
| PAX Financial Group, LLC | 0.22% | Add +348.0% | 47,968 | $1.1M |
| MA Private Wealth | 0.22% | Reduce -10.7% | 47,535 | $1.1M |
| Lincoln National Corp. | 0.02% | Reduce -6.3% | 47,142 | $1.1M |
| SigFig Wealth Management, LLC | 0.04% | Add +31.3% | 46,586 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.09% | Reduce -0.9% | 46,541 | $1.1M |
| Raymond James Trust N.A. | 0.03% | Add +22.8% | 45,994 | $1.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -11.0% | 45,756 | $1.0M |
| Cherrydale Wealth Management, LLC | 0.48% | New | 44,923 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.36% | No change | 44,571 | $1.0M |
| Waterloo Capital, L.P. | 0.13% | Reduce -16.6% | 44,353 | $1.0M |
| JB Capital LLC | 0.07% | Add +31.6% | 44,278 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Add +31.9% | 43,412 | $988K |
| UMB Bank, n.a. | 0.02% | No change | 42,500 | $968K |
| Stableford Capital II LLC | 0.39% | Reduce -4.0% | 42,379 | $965K |
| Invst, LLC | 0.11% | Add +309.0% | 42,706 | $961K |
| WCG Wealth Advisors LLC | 0.08% | Reduce -44.7% | 42,208 | $961K |
| Alterna Wealth Management, Inc. | 0.77% | Reduce -37.1% | 41,992 | $956K |
| Bank of Marin | 0.84% | Add +4.4% | 41,944 | $955K |
| High Falls Advisors, Inc | 0.24% | Reduce -27.0% | 41,584 | $947K |
| Summit Wealth Group, LLC | 0.64% | Add +4.9% | 41,481 | $945K |
| FirstPurpose Wealth LLC | 0.34% | Add +0.8% | 42,359 | $942K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | New | 40,739 | $928K |
| BIP Wealth, LLC | 0.07% | Add +257.3% | 40,733 | $927K |
| Baker Tilly Wealth Management, LLC | 0.17% | Reduce -53.5% | 40,717 | $927K |
| Signal Advisors Wealth, LLC | 0.22% | Add +45.5% | 39,691 | $904K |
| First Horizon Advisors, Inc. | 0.03% | Add +28.0% | 39,388 | $897K |
| Bay Harbor Wealth Management, LLC | 0.32% | Add +14.9% | 39,207 | $893K |
| Pacific Financial Group Inc. | 0.61% | Add +5.5% | 38,998 | $888K |
| Principal Financial Group Inc. | 0.00% | Reduce -2.4% | 38,988 | $888K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.7% | 38,662 | $880K |
| Transatlantique Private Wealth LLC | 0.38% | No change | 38,487 | $876K |
| Foster & Motley Inc. | 0.06% | Reduce -0.7% | 38,448 | $875K |
| TNF LLC | 0.35% | Reduce -65.8% | 39,460 | $875K |
| RHS Financial, LLC | 0.51% | Add +1.6% | 38,373 | $874K |
| Bank of Montreal | 0.00% | Reduce -17.5% | 37,257 | $869K |
| True Vision MN LLC | 0.60% | Add +34.4% | 38,650 | $856K |
| Integrated Advisors Network LLC | 0.04% | Reduce -22.0% | 37,283 | $849K |
| Moors & Cabot, Inc. | 0.05% | Add +11.7% | 37,269 | $849K |
| Lido Advisors, LLC | 0.01% | Add +6.7% | 37,263 | $848K |
| Midwest Heritage Bank, FSB | 0.45% | Reduce -29.1% | 37,188 | $847K |
| FourThought Financial Partners, LLC | 0.10% | No change | 37,120 | $845K |
| Tennessee Valley Asset Management Partners | 0.20% | Reduce -6.7% | 36,925 | $841K |
| Silvia McColl Wealth Management, LLC | 0.72% | Add +4.9% | 37,558 | $836K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -35.8% | 36,615 | $834K |
| Merit Financial Group, LLC | 0.02% | Reduce -57.8% | 37,191 | $830K |
| Summit X, LLC | 0.21% | Reduce -39.6% | 36,364 | $828K |
| Arete Wealth Advisors, LLC | 0.08% | Add +0.3% | 35,721 | $813K |
| Wedbush Securities Inc. | 0.03% | Add +1.2% | 35,333 | $805K |
| Certus Wealth Management, LLC | 0.64% | Reduce -17.7% | 36,044 | $805K |
| WealthShield Partners, LLC | 0.13% | Add +11.7% | 35,050 | $798K |
| Copperleaf Capital, LLC | 0.69% | Reduce -11.1% | 34,947 | $796K |
| KKM Financial LLC | 0.39% | New | 34,927 | $795K |
| Stokes Family Office, LLC | 0.10% | Reduce -4.7% | 34,511 | $786K |
| Heritage Wealth Management, LLC | 0.40% | Reduce -0.6% | 34,130 | $777K |
| Wallace Advisory Group, LLC | 0.57% | Add +27.4% | 32,805 | $756K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -4.1% | 33,072 | $753K |
| Maripau Wealth Management LLC | 0.56% | Add +30.0% | 32,655 | $744K |
| Independent Wealth Network Inc. | 0.34% | Reduce -0.5% | 32,136 | $732K |
| 1900 Wealth Management LLC | 0.07% | Reduce -41.7% | 32,094 | $731K |
| Cahaba Wealth Management, Inc. | 0.07% | Add +0.5% | 32,069 | $730K |
| Middleton & Co. Inc. | 0.08% | New | 31,825 | $725K |
| Spectrum Wealth Counsel, LLC | 0.09% | Add +75.6% | 31,688 | $722K |
| Fifth Third Bancorp | 0.00% | Add +335.4% | 31,381 | $715K |
| Keystone Financial Group | 0.10% | New | 31,209 | $711K |
| Syntax Research, Inc. | 0.54% | Add +0.4% | 30,973 | $705K |
| Csenge Advisory Group | 0.04% | Add +20.4% | 30,904 | $704K |
| TRUE Private Wealth Advisors | 0.08% | Add +7.1% | 30,652 | $698K |
| Darden Wealth Group Inc | 0.55% | No change | 30,528 | $695K |
| RFG Advisory, LLC | 0.02% | Reduce -39.3% | 30,025 | $684K |
| Clifford Group, LLC | 0.56% | Add +11.6% | 29,789 | $678K |
| Americana Partners, LLC | 0.06% | Add +57.8% | 29,440 | $670K |
| Franklin Resources Inc. | 0.00% | Add +7.5% | 29,322 | $668K |
| DMC Group, LLC | 0.57% | Add +56.5% | 29,052 | $662K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -9.9% | 29,019 | $661K |
| Stone House Investment Management, LLC | 0.15% | Add +19.4% | 28,920 | $659K |
| Cedar Brook Financial Partners, LLC | 0.13% | Add +84.3% | 28,786 | $655K |
| PFG Advisors | 0.05% | Reduce -54.2% | 28,558 | $650K |
| FineMark National Bank & Trust | 0.02% | New | 27,746 | $632K |
| Corient Private Wealth LP | 0.00% | Reduce -4.9% | 27,711 | $631K |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -6.3% | 27,692 | $631K |
| Cadinha & Co. LLC | 0.11% | Add +4.1% | 27,616 | $629K |
| National Wealth Management Group, LLC | 0.47% | Add +14.1% | 26,776 | $610K |
| Oakworth Capital, Inc. | 0.05% | Add +32.6% | 26,729 | $609K |
| NBT Bank, N.A. | 0.04% | Reduce -29.2% | 26,673 | $607K |
| Advisory Services Network, LLC | 0.01% | Add +30.8% | 26,593 | $606K |
| Stelac Advisory Services LLC | 0.28% | Add +255.3% | 26,437 | $602K |
| Verus Capital Partners, LLC | 0.07% | Add +34.8% | 25,961 | $591K |
| HBK Sorce Advisory LLC | 0.02% | Add +17.5% | 25,906 | $590K |
| Citizens Financial Group Inc. | 0.02% | Reduce -9.6% | 25,874 | $589K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -24.7% | 25,496 | $581K |
| First Heartland Consultants, Inc. | 0.06% | Add +15.2% | 25,343 | $577K |
| Mosley Wealth Management | 0.54% | Reduce -42.2% | 25,280 | $576K |
| Cypress Wealth Services, LLC | 0.13% | Reduce -24.4% | 25,106 | $572K |
| Ade, LLC | 0.38% | Add +15.4% | 25,073 | $571K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -6.8% | 25,072 | $571K |
| Tempus Wealth Planning, LLC | 0.25% | Reduce -10.9% | 25,053 | $570K |
| West Wealth Group, LLC | 0.21% | Reduce -36.4% | 25,048 | $570K |
| Coordinated Financial Services, Inc. | 0.50% | — | 24,951 | $568K |
| Coppell Advisory Solutions Corp. | 0.11% | — | 24,659 | $561K |
| Destiny Wealth Partners, LLC | 0.10% | No change | 24,495 | $558K |
| Cobblestone Asset Management LLC | 0.38% | Add +3.7% | 24,275 | $553K |
| Premier Path Wealth Partners, LLC | 0.10% | Reduce -96.2% | 24,810 | $547K |
| DHK Financial Advisors, Inc. | 0.39% | Reduce -5.4% | 24,027 | $547K |
| Petra Financial Advisors Inc. | 0.40% | No change | 23,978 | $546K |
| Waverly Advisors, LLC | 0.01% | New | 23,938 | $545K |
| Roundview Capital LLC | 0.04% | No change | 23,551 | $536K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -30.3% | 23,278 | $530K |
| Centurion Wealth Management LLC | 0.21% | Reduce -12.9% | 22,996 | $524K |
| Independent Financial Group, LLC | 0.02% | Add +21.3% | 22,839 | $520K |
| CCG Wealth Management, LLC | 0.31% | Reduce -94.7% | 22,794 | $519K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.6% | 22,611 | $515K |
| Prudent Investors Network, Inc. | 0.19% | — | 22,459 | $511K |
| Empirical Asset Management, LLC | 0.24% | Reduce -1.6% | 22,223 | $506K |
| Gotham Asset Management | 0.01% | New | 22,181 | $505K |
| IHT Wealth Management, LLC | 0.02% | New | 21,828 | $497K |
| Stonehearth Capital Management, LLC | 0.22% | Reduce -48.8% | 21,784 | $496K |
| Keystone Financial Services | 0.21% | Reduce -4.0% | 21,468 | $489K |
| Capital Asset Advisory Services LLC | 0.03% | Reduce -6.3% | 20,900 | $469K |
| Morningstar Investment Services LLC | 0.01% | Reduce -7.9% | 20,562 | $468K |
| Betterment LLC | 0.00% | Add +15.2% | 20,472 | $466K |
| Jamison Private Wealth Management, Inc. | 0.08% | New | 20,375 | $464K |
| Clarity Financial LLC | 0.07% | Add +42.3% | 19,574 | $446K |
| Triumph Capital Management | 0.18% | Add +6.1% | 19,737 | $445K |
| MIdWestOne Financial Group, Inc. | 0.08% | Reduce -36.3% | 19,529 | $445K |
| International Assets Investment Management, LLC | 0.05% | Reduce -13.8% | 19,477 | $438K |
| Blair William & Co. | 0.00% | Reduce -27.7% | 19,134 | $436K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -4.9% | 18,850 | $429K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -10.3% | 18,600 | $424K |
| Rothschild Wealth LLC | 0.15% | — | 18,314 | $417K |
| Prosperity Financial Group, Inc. | 0.25% | Add +2.6% | 18,042 | $411K |
| Family Capital Trust Co | 0.14% | No change | 17,916 | $408K |
| BCGM Wealth Management, LLC | 0.14% | Reduce -0.5% | 17,501 | $398K |
| Rhumbline Advisers | 0.00% | No change | 17,410 | $396K |
| Creative Financial Designs Inc. | 0.04% | Reduce -32.1% | 17,319 | $394K |
| Mission Wealth Management, LP | 0.01% | New | 17,279 | $393K |
| GAMMA Investing LLC | 0.08% | New | 17,258 | $393K |
| Farmers National Bank | 0.12% | New | 17,203 | $392K |
| Drake & Associates, LLC | 0.14% | Reduce -0.2% | 17,118 | $390K |
| Summit Financial Group, Inc. | 0.14% | Reduce -43.8% | 17,021 | $388K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +60.7% | 16,990 | $387K |
| Donaldson Capital Management, LLC | 0.02% | Reduce -23.0% | 16,964 | $386K |
| Angeles Wealth Management, LLC | 0.04% | Reduce -0.3% | 16,472 | $375K |
| Significant Wealth Partners LLC | 0.25% | New | 16,446 | $374K |
| Invera Wealth Advisors, LLC | 0.32% | Add +3.0% | 16,802 | $373K |
| Prairie Wealth Advisors, Inc. | 0.17% | — | 16,339 | $372K |
| Delta Asset Management LLC | 0.03% | Reduce -1.4% | 16,084 | $366K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -5.8% | 15,968 | $364K |
| CoreCap Advisors, LLC | 0.02% | Add +9.7% | 15,648 | $356K |
| Citizens Business Bank | 0.07% | No change | 15,643 | $356K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -21.3% | 15,636 | $356K |
| One Wealth Management Investment & Advisory Services, LLC | 0.14% | Add +35.8% | 15,514 | $353K |
| DAVENPORT & Co LLC | 0.00% | New | 15,399 | $351K |
| Bellwether Advisors, LLC | 0.08% | Reduce -9.6% | 15,306 | $349K |
| Western Wealth Management, LLC | 0.03% | Add +32.1% | 15,184 | $346K |
| Range Financial Group LLC | 0.18% | Reduce -23.0% | 15,184 | $346K |
| Charter Oak Capital Management, LLC | 0.04% | Add +1.1% | 15,147 | $345K |
| WR Wealth Planners, LLC | 0.11% | Reduce -8.9% | 15,092 | $344K |
| Apella Capital, LLC | 0.02% | Reduce -3.8% | 14,549 | $327K |
| Security Financial Services, INC. | 0.07% | Reduce -35.8% | 14,365 | $327K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -23.7% | 14,354 | $327K |
| Columbus Macro, LLC | 0.12% | Reduce -12.4% | 14,290 | $325K |
| Firethorn Wealth Partners, LLC | 0.19% | Reduce -25.1% | 14,236 | $324K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -8.1% | 14,050 | $320K |
| Garden State Investment Advisory Services LLC | 0.12% | Add +0.1% | 13,987 | $319K |
| Ameritas Advisory Services, LLC | 0.01% | New | 13,916 | $316K |
| Magnolia Capital Advisors LLC | 0.26% | Add +4.5% | 14,125 | $314K |
| Procyon Advisors, LLC | 0.02% | Reduce -36.2% | 13,683 | $312K |
| Park Place Capital Corp | 0.11% | Reduce -35.4% | 13,400 | $305K |
| Bulltick Wealth Management, LLC | 0.06% | Add +22.2% | 13,235 | $301K |
| Clean Yield Group | 0.12% | Reduce -23.5% | 13,000 | $296K |
| Kickstand Ventures, Llc. | 0.08% | Reduce -11.1% | 12,981 | $296K |
| Level Four Advisory Services, LLC | 0.02% | No change | 12,753 | $294K |
| IFP Advisors, Inc | 0.01% | Reduce -27.2% | 12,840 | $292K |
| Tritonpoint Wealth, LLC | 0.03% | Reduce -59.0% | 5,168 | $291K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 12,733 | $289K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +20.9% | 12,543 | $286K |
| Financial Gravity Asset Management, Inc. | 0.08% | Reduce -98.2% | 12,298 | $283K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -3.7% | 12,380 | $282K |
| ONE Advisory Partners, LLC | 0.14% | Reduce -24.7% | 12,379 | $282K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -2.0% | 12,137 | $276K |
| Main Street Financial Solutions, LLC | 0.03% | Add +1.4% | 12,098 | $275K |
| Rosenberg Matthew Hamilton | 0.08% | Reduce -7.5% | 12,219 | $275K |
| Twin Peaks Wealth Advisors, LLC | 0.15% | New | 12,034 | $274K |
| Sutton Place Investors LLC | 0.14% | Add +14.4% | 12,003 | $273K |
| Gen-Wealth Partners Inc | 0.14% | — | 11,984 | $273K |
| Pinion Investment Advisors, LLC | 0.14% | Reduce -9.4% | 11,851 | $270K |
| Dearborn Partners LLC | 0.01% | No change | 11,782 | $268K |
| Seldon Capital LP | 0.16% | No change | 11,600 | $264K |
| My Legacy Advisors, LLC | 0.09% | Reduce -14.8% | 11,491 | $262K |
| Truvestments Capital LLC | 0.10% | Reduce -11.7% | 11,424 | $260K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -25.9% | 11,281 | $257K |
| Cooper Financial Group | 0.04% | Reduce -12.1% | 11,183 | $255K |
| Wealth Alliance, LLC | 0.03% | Add +1.7% | 11,159 | $254K |
| Cadence Bank | 0.02% | Add +0.3% | 11,087 | $252K |
| TrueWealth Advisors, LLC | 0.10% | Add +4.5% | 11,077 | $252K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +0.9% | 10,993 | $250K |
| Bison Wealth, LLC | 0.04% | Add +1.5% | 10,909 | $248K |
| Three Bridge Wealth Advisors, LLC | 0.10% | Add +2.3% | 10,792 | $246K |
| Independent Advisor Alliance | 0.01% | Add +1.5% | 10,521 | $240K |
| Regency Capital Management Inc.\DE | 0.15% | Add +16.2% | 10,283 | $234K |
| Eagle Rock Investment Company, LLC | 0.04% | Add +1.8% | 10,175 | $232K |
| United Advisor Group, LLC | 0.09% | New | 10,127 | $231K |
| Apeiron RIA LLC | 0.07% | Reduce -22.4% | 9,902 | $225K |
| Continuum Advisory, LLC | 0.03% | Reduce -79.5% | 9,947 | $223K |
| Albion Financial Group | 0.02% | Add +222.0% | 9,732 | $222K |
| Lanark Financial, Inc. | 0.02% | Reduce -23.5% | 9,696 | $221K |
| Legacy Financial Group LLC | 0.04% | New | 9,671 | $220K |
| W.H. Cornerstone Investments Inc. | 0.16% | Reduce -27.0% | 9,642 | $220K |
| Compound Planning, Inc. | 0.02% | New | 9,571 | $218K |
| Rinkey Investments | 0.08% | New | 9,571 | $218K |
| NewEdge Wealth, LLC | 0.00% | New | 9,794 | $218K |
| Essex Bank | 0.06% | No change | 9,318 | $215K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.09% | Reduce -90.3% | 9,385 | $214K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -0.8% | 9,374 | $213K |
| Sigma Planning Corp | 0.01% | New | 9,363 | $213K |
| Daymark Wealth Partners, LLC | 0.01% | New | 9,298 | $212K |
| Composition Wealth, LLC | 0.01% | Reduce -88.3% | 9,268 | $211K |
| Aberdeen Group plc | 0.00% | Add +5.1% | 9,247 | $211K |
| Magnus Financial Group LLC | 0.03% | Add +3.5% | 9,188 | $209K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 9,109 | $207K |
| Pallas Capital Advisors LLC | 0.01% | Reduce -14.3% | 9,108 | $207K |
| Argent Trust Co | 0.01% | Reduce -4.0% | 9,053 | $206K |
| RDA Financial Network | 0.07% | Reduce -8.5% | 8,970 | $204K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -29.6% | 8,932 | $203K |
| GDS Wealth Management | 0.02% | Reduce -4.6% | 8,881 | $202K |
| Alternative Investment Advisors, LLC. | 0.12% | Reduce -5.1% | 8,959 | $202K |
| Total Clarity Wealth Management, Inc. | 0.07% | New | 8,841 | $201K |
| First National Trust Co | 0.01% | New | 8,831 | $201K |
| CAP Partners, LLC | 0.18% | Add +0.4% | 8,818 | $201K |
| Cornerstone Planning Group LLC | 0.06% | Reduce -16.6% | 8,797 | $196K |
| Bromfield Sneider Wealth Advisors | 0.12% | Add +0.2% | 8,366 | $190K |
| Colonial Trust Co / SC | 0.04% | Add +199.4% | 8,215 | $187K |
| City State Bank | 0.08% | Add +38.8% | 8,122 | $185K |
| Optimum Investment Advisors | 0.08% | Add +2.2% | 7,886 | $180K |
| Proffitt & Goodson Inc. | 0.03% | New | 7,803 | $178K |
| Signature Resources Capital Management, LLC | 0.15% | No change | 7,148 | $165K |
| FinTrust Capital Advisors, LLC | 0.03% | Add +11.1% | 6,729 | $153K |
| Sandy Spring Bank | 0.01% | Add +31.4% | 6,650 | $151K |
| Palisade Asset Management, LLC | 0.01% | New | 6,477 | $147K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Reduce -62.8% | 6,343 | $144K |
| Caldwell Trust Co | 0.02% | No change | 6,207 | $141K |
| Custom Portfolio Group LLC | 0.12% | No change | 6,148 | $140K |
| Deane Retirement Strategies, Inc. | 0.07% | Add +7.1% | 5,866 | $134K |
| Centaurus Financial, Inc. | 0.01% | Add +3.9% | 5,645 | $129K |
| American National Bank & Trust | 0.02% | New | 5,600 | $128K |
| Founders Financial Alliance, LLC | 0.04% | Add +8.2% | 5,378 | $122K |
| Aspire Private Capital, LLC | 0.03% | Add +12.4% | 5,142 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Add +246.5% | 5,056 | $115K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +1.6% | 5,048 | $115K |
| CENTRAL TRUST Co | 0.00% | Add +0.5% | 5,037 | $115K |
| Rothschild Investment LLC | 0.01% | Add +0.5% | 4,997 | $114K |
| Pflug Koory, LLC | 0.01% | No change | 4,953 | $113K |
| Richardson Financial Services Inc. | 0.08% | Reduce -3.5% | 4,846 | $110K |
| Bogart Wealth, LLC | 0.01% | Add +8.2% | 4,711 | $107K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,545 | $103K |
| Kelly Financial Services LLC | 0.04% | Reduce -3.0% | 4,317 | $98K |
| First PREMIER Bank | 0.02% | No change | 4,045 | $92K |
| Janiczek Wealth Management, LLC | 0.02% | No change | 3,923 | $89K |
| Ancora Advisors LLC | 0.00% | Reduce -1.8% | 3,861 | $88K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.3% | 3,821 | $87K |
| Crewe Advisors LLC | 0.01% | New | 3,589 | $82K |
| Future Financial Wealth Managment LLC | 0.06% | New | 3,532 | $80K |
| Simplex Trading, LLC | 0.00% | Reduce -85.7% | 3,471 | $79K |
| REAP Financial Group, LLC | 0.02% | Add +177.6% | 3,395 | $77K |
| Adirondack Trust Co. | 0.03% | No change | 3,383 | $77K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Add +45.9% | 3,377 | $77K |
| Indiana Trust & Investment Management Co | 0.03% | No change | 3,319 | $76K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Add +1.2% | 3,279 | $75K |
| Mark Sheptoff Financial Planning, LLC | 0.04% | No change | 3,192 | $73K |
| First Command Advisory Services, Inc. | 0.00% | Add +2479.0% | 3,069 | $69K |
| Your Advocates Ltd., LLP | 0.03% | No change | 2,908 | $66K |
| Salem Investment Counselors Inc. | 0.00% | Add +29.6% | 2,868 | $65K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,725 | $62K |
| CIBC Private Wealth Group LLC | 0.00% | New | 2,731 | $61K |
| Carmichael Hill & Associates, Inc. | 0.02% | No change | 2,614 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | Add +114.6% | 2,590 | $59K |
| Psagot Value Holdings Ltd. / (Israel) | 0.53% | New | 2,546 | $58K |
| Grove Bank & Trust | 0.01% | New | 2,533 | $58K |
| Cape Investment Advisory, Inc. | 0.03% | Reduce -5.4% | 2,489 | $57K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -29.3% | 2,479 | $56K |
| Vestor Capital, LLC | 0.00% | Reduce -51.9% | 2,395 | $55K |
| Woodmont Investment Counsel LLC | 0.00% | New | 2,414 | $55K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -37.6% | 2,339 | $53K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,158 | $49K |
| TCTC Holdings, LLC | 0.00% | No change | 2,158 | $49K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,006 | $46K |
| Scarborough Advisors, LLC | 0.02% | Reduce -19.1% | 2,004 | $46K |
| Montag A & Associates Inc. | 0.00% | Add +6.0% | 1,991 | $45K |
| PrairieView Partners, LLC | 0.01% | Add +12.1% | 1,905 | $44K |
| Concord Wealth Partners | 0.01% | Reduce -49.7% | 1,863 | $42K |
| EPG Wealth Management LLC | 0.01% | Reduce -15.6% | 1,852 | $42K |
| Tidemark, LLC | 0.02% | Add +184.6% | 1,844 | $42K |
| Clearstead Advisors, LLC | 0.00% | Reduce -2.6% | 1,799 | $40K |
| Investors Research Corp | 0.01% | No change | 1,572 | $36K |
| West Paces Advisors Inc. | 0.01% | No change | 1,500 | $34K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,481 | $34K |
| Wetzel Investment Advisors, Inc. | 0.02% | No change | 1,421 | $32K |
| Ameliora Wealth Management Ltd. | 0.01% | Reduce -76.7% | 1,377 | $31K |
| Trust Co. of Vermont | 0.00% | New | 1,369 | $31K |
| Smartleaf Asset Management LLC | 0.01% | Add +191.0% | 1,362 | $31K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 1,333 | $30K |
| Northwest Capital Management Inc | 0.01% | No change | 1,278 | $29K |
| Tucker Asset Management LLC | 0.01% | Add +23.9% | 1,246 | $28K |
| Signaturefd, LLC | 0.00% | Add +29.3% | 1,170 | $27K |
| Canton Hathaway, LLC | 0.01% | No change | 1,120 | $26K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 1,111 | $25K |
| Webster Bank, N. A. | 0.00% | No change | 1,087 | $25K |
| FSC Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 1,057 | $24K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 965 | $22K |
| Colonial Trust Advisors | 0.00% | Reduce -64.6% | 962 | $22K |
| NorthRock Partners, LLC | 0.00% | Reduce -58.3% | 962 | $22K |
| Archer Investment Corp | 0.01% | Add +3.9% | 929 | $21K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -60.5% | 934 | $21K |
| Pineridge Advisors LLC | 0.01% | No change | 906 | $21K |
| New Republic Capital, LLC | 0.01% | Add +7.5% | 888 | $20K |
| FSA Wealth Management LLC | 0.01% | No change | 881 | $20K |
| Avior Wealth Management, LLC | 0.00% | Add +2871.4% | 832 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 824 | $19K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -43.7% | 817 | $19K |
| AlphaCore Capital LLC | 0.00% | Add +19.2% | 795 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +80.0% | 767 | $17K |
| Semmax Financial Advisors Inc. | 0.01% | New | 775 | $17K |
| Capital Analysts, LLC | 0.00% | Reduce -5.3% | 757 | $17K |
| Financial Connections Group, Inc. | 0.02% | Add +0.6% | 670 | $16K |
| Larson Financial Group LLC | 0.00% | Add +93.6% | 670 | $15K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -81.7% | 627 | $14K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -9.3% | 624 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 619 | $14K |
| Family Asset Management, LLC | 0.01% | Reduce -1.6% | 612 | $14K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -3.0% | 523 | $12K |
| North Star Investment Management Corp. | 0.00% | Add +313.1% | 504 | $11K |
| Arax Advisory Partners | 0.00% | Reduce -44.0% | 467 | $11K |
| Retirement Group, LLC | 0.00% | No change | 463 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 462 | $11K |
| Alaska Wealth Advisors, LLC | 0.00% | No change | 460 | $10K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 443 | $10K |
| Arlington Trust Co LLC | 0.00% | No change | 441 | $10K |
| Jones Financial Companies LLLP | 0.00% | New | 440 | $10K |
| WFA Asset Management Corp | 0.01% | New | 421 | $10K |
| Pacifica Partners Inc. | 0.00% | No change | 404 | $9K |
| Atticus Wealth Management, LLC | 0.00% | Add +220.8% | 308 | $7K |
| Oxford Financial Group, LTD. LLC | 0.00% | Reduce -35.1% | 307 | $7K |
| Gradient Investments LLC | 0.00% | Reduce -87.0% | 305 | $7K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +6.3% | 303 | $7K |
| Centennial Bank | 0.00% | No change | 262 | $6K |
| ESL Trust Services, LLC | 0.00% | New | 258 | $6K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +16.9% | 256 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 254 | $6K |
| WestEnd Advisors, LLC | 0.00% | No change | 240 | $5K |
| Integrity Financial Corp | 0.00% | No change | 234 | $5K |
| Davis Capital Management | 0.00% | No change | 208 | $5K |
| Planning Capital Management Corp | 0.00% | No change | 200 | $5K |
| Nvwm, LLC | 0.00% | New | 170 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 147 | $3K |
| Toth Financial Advisory Corp. | 0.00% | No change | 143 | $3K |
| Tompkins Financial Corp. | 0.00% | No change | 140 | $3K |
| Tsfg, LLC | 0.00% | Add +500.0% | 144 | $3K |
| LifeSteps Financial, Inc. | 0.00% | New | 129 | $3K |
| Sittner & Nelson, LLC | 0.00% | New | 125 | $3K |
| LRI Investments, LLC | 0.00% | — | 122 | $3K |
| Country Trust Bank | 0.00% | New | 120 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 114 | $3K |
| Aspire Wealth Management Corp | 0.00% | Reduce -87.8% | 92 | $2K |
| WASHINGTON TRUST Co | 0.00% | New | 85 | $2K |
| Motco | 0.00% | Reduce -94.0% | 85 | $2K |
| Howe & Rusling Inc. | 0.00% | New | 82 | $2K |
| Kozak & Associates, Inc. | 0.00% | Reduce -98.3% | 74 | $2K |
| Eukles Asset Management | 0.00% | No change | 57 | $1K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 54 | $1K |
| Granite FO LLC | 0.00% | New | 50 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Add +2.1% | 48 | $1K |
| Vima LLC | 0.00% | Reduce -85.5% | 43 | $1K |
| HBC Financial Services, PLLC | 0.00% | No change | 65 | $1K |
| Asset Dedication, LLC | 0.00% | No change | 37 | $1K |
| Capital Advisors, Ltd. LLC | 0.00% | No change | 64 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 42 | $956 |
| First Personal Financial Services | 0.00% | No change | 30 | $684 |
| Bfsg, LLC | 0.00% | Add +20.8% | 29 | $661 |
| Piscataqua Savings Bank | 0.00% | New | 23 | $523 |
| Naples Money Management LLC | 0.00% | No change | 20 | $455 |
| Realta Investment Advisors | 0.00% | New | 3 | $68 |
| FWL Investment Management, LLC | 0.00% | No change | 3 | $68 |
"% of holder's portfolio" is GOVT's weight in each manager's 13F, not the share of iShares US Treasury Bond ETF the manager owns.