iShares US Treasury Bond ETFGOVTETF

13F holders, Q2 2024 (June 30)
693holders +2
70new positions
68sold out
3famous investors
$22.56avg. 13F price*

At the end of Q2 2024, 693 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 2 from Q1 2024. 70 opened new positions and 68 sold out. The largest holders were Bank of America Corp. ($8.3B), LPL Financial LLC ($2.4B) and Envestnet Asset Management Inc. ($1.3B). 3 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).

Company
iShares US Treasury Bond ETF
CUSIP
46429B267
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 691Q1 2024Q2 2024: 693Q2 2024Q3 2024: 721Q3 2024Q4 2024: 792Q4 2024Q1 2025: 792Q1 2025Q2 2025: 772Q2 2025Q3 2025: 789Q3 2025Q4 2025: 837Q4 2025Q1 2026: 933Q1 2026Q2 2026: 960Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions70$46.7M
Exits68$211.1M

All 13F filers, Q1 2024 → Q2 2024: 57,733,956 shares bought and 42,691,867 shares sold, net +15,042,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 693 holders

Bank of America Corp. 0.80% Add +1.6% 368,676,156 $8.3B
LPL Financial LLC 1.17% Add +6.6% 104,237,657 $2.4B
Envestnet Asset Management Inc. 0.45% Add +14.3% 57,384,743 $1.3B
Truist Financial Corp. 1.87% Reduce -6.6% 54,345,025 $1.2B
FMR LLC 0.08% Reduce -14.8% 53,778,752 $1.2B
PNC Financial Services Group, Inc. 0.51% Add +33.6% 33,983,269 $767.0M
Allworth Financial LP 4.12% Add +4.2% 28,063,687 $638.4M
Morgan Stanley 0.03% Reduce -4.3% 19,868,657 $448.4M
Assetmark, Inc. 1.24% Add +5.0% 17,779,645 $401.3M
Charles Schwab Investment Management Inc. 0.06% Reduce -5.1% 12,801,990 $288.9M
BlackRock Inc. 0.01% Add +2.4% 12,537,190 $283.0M
Fund Evaluation Group, LLC 15.39% Add +3.4% 11,116,463 $250.9M
Peavine Capital, LLC 55.15% Reduce -2.3% 9,617,689 $217.1M
Morningstar Investment Management LLC 20.56% Add +16.3% 8,717,729 $196.8M
Mutual Advisors, LLC 5.93% Add +4.3% 8,583,512 $196.1M
JPMorgan Chase & Co. 0.02% Add +13.0% 8,296,020 $187.2M
Prime Capital Investment Advisors, LLC 2.63% Reduce -4.4% 7,861,520 $177.4M
United Capital Financial Advisors, LLC 1.51% Add +0.3% 7,776,910 $175.5M
Jordan Park Group LLC 10.90% Add +12.0% 6,312,329 $142.5M
Townsquare Capital LLC 1.82% Add +4.7% 5,926,960 $133.8M
Ameriprise Financial Inc. 0.04% Add +3.9% 5,841,889 $131.8M
Nationwide Fund Advisors 13.44% Reduce -0.6% 5,465,748 $123.4M
UBS Group AG 0.04% Reduce -9.4% 5,160,647 $116.5M
EP Wealth Advisors, LLC 1.20% Add +5.3% 5,004,200 $112.9M
TD Private Client Wealth LLC 3.46% Add +6.8% 4,863,834 $109.8M
Itau Unibanco Holding S.A. 4.29% Reduce -1.1% 4,649,979 $105.0M
MCF Advisors LLC 7.36% Add +2.7% 4,306,589 $97.2M
Cobblestone Capital Advisors LLC 5.78% Add +6.3% 4,161,445 $93.9M
Cetera Investment Advisers 0.20% Add +18.5% 3,764,394 $85.0M
School Employees Retirement Board of Ohio 70.88% — 3,722,557 $84.0M
Norinchukin Bank, The 2.31% Add +35.5% 3,591,271 $81.1M
Alliancebernstein L.P. 0.03% Add +212.6% 3,456,873 $78.0M
Royal Bank of Canada 0.02% Reduce -5.4% 3,324,579 $75.0M
Commerce Bank 0.46% Reduce -14.0% 3,166,385 $71.5M
Crestwood Advisors Group, LLC 1.46% Add +8.7% 3,123,024 $70.5M
Alesco Advisors, LLC, An ESL Co 2.24% Add +4.4% 3,033,932 $68.5M
Clearstead Advisors, LLC 1.15% Add +166201.9% 2,991,771 $67.5M
Deutsche Bank AG 0.03% Reduce -2.6% 2,788,481 $62.9M
SYM FINANCIAL Corp 10.03% Add +5.1% 2,786,856 $62.9M
GLOBALT Investments LLC / GA 2.32% Reduce -0.1% 2,571,044 $58.0M
Northern Trust Corp. 0.01% Add +31.4% 2,424,604 $54.7M
Mill Creek Capital Advisors, LLC 1.33% Reduce -1.3% 2,309,311 $52.1M
Janney Montgomery Scott LLC 0.15% Reduce -2.1% 2,186,880 $49.4M
Wedmont Private Capital 3.04% Add +13.5% 2,118,498 $48.3M
Commonwealth Equity Services, LLC 0.07% Add +18.2% 2,043,210 $46.1M
Osaic Holdings, Inc. 0.11% Reduce -3.5% 2,003,173 $45.2M
3EDGE Asset Management, LP 3.39% Reduce -5.6% 1,914,514 $43.2M
Sand Hill Global Advisors, LLC 1.85% Add +43.6% 1,808,982 $40.8M
Wealth Enhancement Advisory Services, LLC 0.09% Add +130.5% 1,762,338 $39.8M
Foster Group, Inc. 1.56% Reduce -3.1% 1,756,547 $39.6M
Heirloom Wealth Management 12.53% Add +13.7% 1,713,165 $38.7M
Cwm, LLC 0.18% Reduce -6.0% 1,674,317 $37.8M
Capital Planning Advisors, LLC 6.37% Add +3.5% 1,649,324 $37.2M
Bailard, Inc. 1.02% Add +6.4% 1,646,756 $37.2M
AE Wealth Management LLC 0.35% Add +27.9% 1,543,447 $34.8M
Bank of New York Mellon Corp 0.01% Add +73.8% 1,535,834 $34.7M
Sanctuary Advisors, LLC 0.25% — 1,524,173 $33.8M
Wells Fargo & Company 0.01% Add +5.8% 1,477,967 $33.4M
Park Avenue Securities LLC 0.40% Add +45.4% 1,441,188 $32.5M
Envestnet Portfolio Solutions, Inc. 0.11% Add +17.0% 1,415,078 $31.9M
Mirae Asset Global Investments Co., Ltd. 0.16% Reduce -1.6% 1,384,102 $31.4M
Verum Partners LLC 10.09% Add +37.1% 1,381,578 $31.2M
Global Retirement Partners, LLC 0.95% Add +6.4% 1,350,482 $30.5M
HighTower Advisors, LLC 0.04% Add +5.9% 1,267,972 $28.6M
US Bancorp \de 0.04% Add +4.7% 1,253,531 $28.3M
MML Investors Services, LLC 0.11% Reduce -19.7% 1,215,526 $27.4M
McKinley Carter Wealth Services, Inc. 1.73% Add +3.2% 1,202,972 $27.2M
Heck Capital Advisors, LLC 3.33% Add +0.1% 1,186,216 $26.8M
Johnson Bixby & Associates, LLC 4.25% Add +3.3% 1,124,237 $25.4M
Acorns Advisers, LLC 0.27% Add +6.2% 1,108,346 $25.0M
Crane Advisory, LLC 4.78% Reduce -66.9% 1,093,695 $24.8M
Raymond James Financial Services Advisors, Inc. 0.03% Add +30.7% 1,081,455 $24.4M
Rockefeller Capital Management L.P. 0.07% Add +1.1% 1,078,822 $24.3M
Schmidt P J Investment Management Inc. 4.09% Add +2.0% 991,613 $22.4M
Clear Rock Advisors, LLC 9.04% Add +1.8% 937,059 $21.1M
Stifel Financial Corp. 0.02% Reduce -10.6% 899,615 $20.3M
Roberts Financial Services LLC 4.04% Add +5.9% 891,411 $20.1M
Hoese & Co LLP 17.47% Add +12.8% 893,320 $20.0M
Source Financial Advisors LLC 5.97% Add +82.0% 859,781 $19.4M
St Germain D J Co. Inc. 0.94% Add +21.1% 857,276 $19.3M
Perigon Wealth Management, LLC 0.54% Reduce -1.3% 823,596 $18.6M
1607 Capital Partners, LLC 1.65% Reduce -0.2% 816,542 $18.4M
Financial Advocates Investment Management 1.14% Add +171.7% 809,362 $18.3M
Kestra Advisory Services, LLC 0.10% Add +13.5% 788,409 $17.8M
Brown Advisory Inc. 0.02% Reduce -24.6% 778,218 $17.6M
Cambridge Investment Research Advisors, Inc. 0.06% Add +3.4% 776,931 $17.5M
Cook Wealth, LLC 9.45% Reduce -2.6% 768,675 $17.5M
Private Advisor Group, LLC 0.12% Add +33.1% 766,610 $17.3M
Cerity Partners LLC 0.05% Reduce -35.5% 737,774 $16.7M
Cambridge Associates LLC /Ma/ 0.75% No change 728,802 $16.4M
SeaBridge Investment Advisors LLC 4.25% Add +14.3% 726,812 $16.4M
Annandale Capital, LLC 3.40% Add +3.6% 723,313 $16.3M
Cutler Investment Counsel LLC 2.15% Add +0.2% 700,340 $15.8M
Access Financial Services, Inc. 7.15% Reduce -5.3% 696,872 $15.7M
Seneca Financial Advisors LLC 8.03% Add +69.2% 686,712 $15.5M
Integrated Wealth Concepts LLC 0.21% Add +1.1% 680,814 $15.4M
Bartlett & Co. Wealth Management LLC 0.22% Add +17.4% 632,854 $14.3M
Trilogy Capital Inc. 0.74% Reduce -38.5% 607,024 $13.7M
Spectrum Strategic Capital Management, LLC 9.73% Add +3.1% 589,686 $13.3M
HSBC Holdings PLC 0.01% Add +109.3% 577,617 $13.0M
Blueprint Investment Partners LLC 2.82% Reduce -34.1% 577,567 $13.0M
Wealthspire Advisors, LLC 0.17% Reduce -1.7% 576,818 $13.0M
Sumitomo Mitsui Financial Group, Inc. 0.40% Add +13.2% 568,403 $12.8M
Mercer Global Advisors Inc. 0.03% Reduce -17.6% 565,700 $12.8M
Bernardo Wealth Planning LLC 3.36% Add +19.3% 553,289 $12.5M
Lifeworks Advisors, LLC 3.47% Add +5.8% 552,179 $12.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -2.9% 545,586 $12.3M
Equitable Holdings, Inc. 0.13% Add +9.0% 529,293 $11.9M
Seascape Capital Management 4.45% Reduce -1.2% 528,923 $11.9M
Occidental Asset Management, LLC 2.09% Add +5.4% 528,877 $11.9M
Topel & Distasi Wealth Management, LLC 5.08% Add +0.6% 512,256 $11.6M
Regal Investment Advisors LLC 0.76% Add +3.6% 510,823 $11.5M
Gibbs Wealth Management 4.62% Add +15.2% 505,971 $11.4M
Northwest & Ethical Investments L.P. 0.32% Add +9.5% 486,200 $11.0M
Key Financial Inc 2.61% Add +10.1% 482,275 $10.9M
Strategic Blueprint, LLC 0.71% Add +13.2% 460,411 $10.4M
Montecito Bank & Trust 2.11% Reduce -11.4% 458,893 $10.4M
Cerity Partners OCIO LLC 0.78% — 453,143 $10.2M
Klaas Financial Asset Advisors, LLC 1.85% Add +7.7% 447,562 $10.1M
Steward Partners Investment Advisory, LLC 0.11% Reduce -24.8% 446,108 $10.1M
Anfield Capital Management, LLC 4.88% Add +60.3% 444,942 $10.0M
Avalon Capital Management 3.16% Add +340.7% 442,095 $10.0M
Geneos Wealth Management Inc. 0.43% Reduce -0.5% 433,820 $9.8M
Raymond James & Associates 0.01% Reduce -3.9% 411,106 $9.3M
Optas, LLC 2.37% Add +3.2% 406,949 $9.2M
NewEdge Advisors, LLC 0.07% Add +24.3% 404,652 $9.1M
Clear Creek Financial Management, LLC 1.09% Add +5.8% 398,261 $9.0M
Goldman Sachs Group Inc. 0.00% Reduce -3.9% 397,273 $9.0M
Snider Financial Group 3.44% Add +323.2% 395,239 $8.9M
Thrivent Financial for Lutherans 0.02% Reduce -8.4% 393,016 $8.9M
Adventist Health System Sunbelt Healthcare Corp. 0.44% Add +1.5% 386,326 $8.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.19% Reduce -2.6% 385,156 $8.7M
Hilltop Holdings Inc. 0.98% Add +3.5% 374,417 $8.5M
Farther Finance Advisors, LLC 0.41% Add +3.9% 373,613 $8.4M
Skyline Advisors, Inc. 3.46% Add +4.3% 352,567 $8.0M
Cornerstone National Bank & Trust Co 3.87% Add +6.6% 349,055 $7.9M
Crestmont Private Wealth LLC 3.69% Add +156.7% 339,052 $7.7M
SCS Capital Management LLC 0.16% Reduce -14.3% 337,868 $7.6M
JT Stratford LLC 1.42% Add +4.6% 336,912 $7.6M
Phoenix Financial Ltd. 0.11% Add +8.3% 333,808 $7.5M
Atria Investments, Inc 0.10% Reduce -4.9% 332,391 $7.5M
Center For Asset Management LLC 4.94% Add +15.1% 330,966 $7.5M
Foundations Investment Advisors, LLC 0.18% Add +7.6% 323,359 $7.3M
Vantage Financial Partners, LLC 1.89% Add +0.4% 321,727 $7.3M
4J Wealth Management LLC 5.92% Add +6.6% 317,178 $7.2M
Westshore Wealth, LLC 2.96% Add +7.2% 315,521 $7.1M
Atria Wealth Solutions, Inc. 0.08% Add +69.4% 314,099 $7.1M
Mariner, LLC 0.01% Add +6.8% 312,764 $7.1M
Mma Asset Management LLC 3.26% Add +4.2% 308,486 $7.0M
Paladin Advisory Group, LLC 5.37% Add +0.7% 307,490 $6.9M
Scotia Capital Inc. 0.04% Add +3.5% 303,510 $6.9M
Strategic Investment Advisors / MI 0.83% Add +10.3% 302,301 $6.8M
Meridian Wealth Management, LLC 0.82% New 302,009 $6.8M
Allspring Global Investments Holdings, LLC 0.01% Reduce -94.0% 299,501 $6.8M
Armstrong Advisory Group, Inc. 0.59% Reduce -79.8% 297,002 $6.7M
Greenline Partners, LLC 1.01% Add +63.2% 297,721 $6.7M
Barclays PLC 0.00% No change 284,979 $6.4M
IFG Advisory, LLC 0.41% Add +59.9% 283,862 $6.4M
Drive Wealth Management, LLC 1.55% Add +9.0% 254,248 $5.7M
Beacon Bridge Wealth Partners, LLC 2.58% Reduce -28.1% 249,563 $5.6M
Mather Group, Llc. 0.07% Add +8.1% 246,364 $5.6M
Stewardship Advisors, LLC 1.80% Reduce -18.3% 240,813 $5.4M
Financial Engines Advisors L.L.C. 0.01% Reduce -12.6% 239,062 $5.4M
CW Advisors, LLC 0.08% Add +4.5% 228,871 $5.2M
Anderson Hoagland & Co. 0.54% Reduce -5.1% 226,946 $5.1M
Bull Oak Capital, LLC 3.29% Reduce -38.9% 226,092 $5.1M
Synovus Financial Corp. 0.07% Add +4.1% 225,910 $5.1M
Kestra Investment Management, LLC 0.35% — 224,716 $5.1M
Proquility Private Wealth Partners, LLC 1.72% Add +1.8% 224,001 $5.1M
Compagnie Lombard Odier SCmA 0.09% Reduce -16.3% 223,618 $5.0M
Comerica Bank 0.02% Reduce -5.3% 221,352 $5.0M
AdvisorNet Financial, Inc 0.45% Add +9.8% 220,349 $5.0M
Avantax Advisory Services, Inc. 0.04% Reduce -0.1% 219,958 $5.0M
Creative Planning 0.01% Reduce -24.1% 218,258 $4.9M
Portside Wealth Group, LLC 0.93% Reduce -1.6% 214,821 $4.8M
Stratos Wealth Partners, LTD. 0.08% Add +66.3% 213,891 $4.8M
Centric Wealth Management 1.38% New 210,365 $4.8M
Paragon Capital Management Inc. 3.50% Add +1.9% 203,026 $4.6M
Highline Wealth Partners LLC 1.71% Add +17.0% 200,939 $4.5M
One Day In July LLC 0.56% Reduce -16.7% 200,533 $4.5M
Sowell Financial Services LLC 0.22% Add +0.1% 200,008 $4.5M
Kestra Private Wealth Services, LLC 0.09% Add +2.5% 197,209 $4.5M
Principal Securities, Inc. 0.12% Reduce -28.7% 196,381 $4.4M
Capital Investment Counsel, LLC 0.85% Reduce -3.6% 191,949 $4.3M
Interactive Financial Advisors, Inc. 2.36% Add +2.0% 189,490 $4.3M
Modern Wealth Management, LLC 0.31% Add +95.3% 183,853 $4.1M
M&T Bank Corp 0.01% Add +11.6% 183,562 $4.1M
Ashford Capital Management Inc. 0.56% New 183,033 $4.1M
Phoenix Wealth Advisors 2.06% Add +92.3% 181,955 $4.1M
Diversify Advisory Services, LLC 0.22% Add +6.3% 179,968 $4.1M
Ullmann Wealth Partners Group, LLC 0.58% Add +1.2% 180,354 $4.1M
Private Trust Co. NA 0.43% Add +4.5% 175,276 $4.0M
Dynamic Advisor Solutions LLC 0.12% Add +3.4% 172,375 $3.9M
KWB Wealth 0.51% Reduce -7.2% 164,218 $3.7M
Fifth Third Securities, Inc. 0.34% Add +3.1% 164,476 $3.7M
Western Financial Corp 2.19% Add +0.8% 160,928 $3.6M
Sharkey, Howes & Javer 0.59% Add +48.0% 160,684 $3.6M
Choreo, LLC 0.06% Add +109.0% 160,535 $3.6M
Strategic Financial Concepts, LLC 2.07% Add +297.7% 836,594 $3.6M
PFG Investments, LLC 0.24% Add +4.2% 149,521 $3.4M
CFS Investment Advisory Services, LLC 0.27% Reduce -25.9% 148,811 $3.4M
Sterling Financial Planning, Inc. 1.36% Reduce -3.4% 148,546 $3.4M
Smith Thornton Advisors LLC 2.45% — 147,372 $3.3M
First Pacific Financial 0.85% Add +9.5% 146,350 $3.3M
Catalina Capital Group, LLC 1.24% Add +11.6% 144,562 $3.3M
Diversify Wealth Management, LLC 0.41% — 139,564 $3.3M
Pictet Asset Management Holding SA 0.00% New 144,159 $3.3M
SteelPeak Wealth, LLC 0.15% Add +0.3% 142,582 $3.2M
Cahill Financial Advisors Inc. 0.44% Reduce -23.0% 142,458 $3.2M
Parallel Advisors, LLC 0.08% Add +13.4% 141,295 $3.2M
Fortitude Advisory Group L.L.C. 1.88% No change 139,458 $3.1M
Cibc World Market Inc. 0.01% Reduce -30.0% 139,140 $3.1M
Orion Porfolio Solutions, LLC 0.03% Add +134.8% 138,327 $3.1M
Orion Portfolio Solutions, LLC 0.03% Add +134.8% 138,327 $3.1M
Stratos Wealth Advisors, LLC 0.15% Add +873.0% 136,701 $3.1M
Element Wealth, LLC 1.72% Add +59.3% 135,457 $3.1M
Dorsey & Whitney Trust CO LLC 0.21% Add +1.5% 134,000 $3.0M
FFG Retirement Advisors LLC 2.08% Add +32.9% 132,028 $3.0M
Olde Wealth Management, LLC 1.13% Add +5.8% 130,906 $3.0M
Ascent Group, LLC 0.23% Add +5.9% 124,126 $2.8M
LVW Advisors, LLC 0.41% Add +1.3% 123,961 $2.8M
Sollinda Capital Management LLC 0.82% Add +43.5% 119,933 $2.7M
GTS Securities LLC 0.06% New 118,803 $2.7M
Swmg, LLC 1.18% Reduce -17.7% 117,829 $2.7M
MA Private Wealth 0.52% Add +143.8% 115,872 $2.6M
Baird Financial Group, Inc. 0.01% Add +13.9% 115,595 $2.6M
OneDigital Investment Advisors LLC 0.03% Add +152.1% 115,368 $2.6M
Crabel Capital Management, LLC 3.10% Add +2.1% 111,693 $2.5M
HRT Financial LP 0.01% New 109,419 $2.5M
Shared Vision Wealth Group LLC 1.40% Add +4.3% 106,444 $2.4M
Addison Capital Co 1.04% Add +104.4% 106,021 $2.4M
WealthCare Investment Partners, LLC 1.11% Add +3.8% 105,469 $2.4M
Morningstar Investment Services LLC 0.03% Add +406.1% 104,066 $2.4M
Client 1ST Advisory Group, LLC 1.02% Reduce -21.6% 104,471 $2.4M
Intelligence Driven Advisers, LLC 0.33% Add +51.0% 102,619 $2.3M
Citigroup Inc. 0.00% Add +6.1% 98,372 $2.2M
CANADA LIFE ASSURANCE Co 0.00% Reduce -8.6% 96,809 $2.2M
BNP Paribas 0.11% Add +7.8% 95,415 $2.2M
Brookstone Capital Management 0.04% Reduce -94.1% 93,866 $2.1M
Prospera Financial Services Inc 0.06% Reduce -11.6% 94,096 $2.1M
Capital Investment Advisory Services, LLC 0.22% Add +1.4% 93,445 $2.1M
Financial Management Network Inc. 0.49% New 90,991 $2.1M
Simplicity Wealth,LLC 0.05% Reduce -14.5% 90,351 $2.0M
Keel Point, LLC 0.18% Reduce -18.0% 86,044 $2.0M
Axiom Advisory, LLC 0.02% New 87,679 $2.0M
National Bank of Canada 0.00% Add +33.1% 84,733 $1.9M
Prudential Financial Inc. 0.00% Reduce -17.9% 84,873 $1.9M
Heritage Wealth Management, Inc. 1.81% Reduce -1.6% 82,957 $1.9M
CreativeOne Wealth, LLC 0.09% Reduce -57.9% 82,077 $1.9M
Sequoia Financial Advisors, LLC 0.02% Reduce -94.7% 81,721 $1.8M
Horst & Graben Wealth Management LLC 0.35% Add +8.3% 80,885 $1.8M
Advus Financial Partners, LLC 0.55% Reduce -4.2% 80,188 $1.8M
Eight 31 Financial, LLC 1.39% Reduce -29.4% 80,160 $1.8M
Wesbanco Bank Inc. 0.07% Add +14.7% 79,262 $1.8M
Trek Financial, LLC 0.14% Reduce -3.0% 77,806 $1.8M
Twele Capital Management, Inc. 0.40% Add +34.2% 77,744 $1.8M
Avondale Wealth Management 1.20% Reduce -7.2% 77,625 $1.8M
Greenleaf Trust 0.02% Reduce -13.9% 77,079 $1.7M
Tiaa Trust, National Association 0.01% Add +3.3% 76,862 $1.7M
Liberty Wealth Management LLC 0.32% Add +12.1% 95,405 $1.7M
ORG Partners LLC 0.21% New 76,905 $1.7M
Arden Trust Co 0.23% Reduce -4.3% 74,455 $1.7M
Blue Trust, Inc. 0.02% Add +0.1% 73,503 $1.7M
Valmark Advisers, Inc. 0.03% Add +0.4% 73,637 $1.7M
TSA Wealth Managment LLC 0.69% Reduce -30.3% 71,646 $1.6M
Focus Financial Network, Inc. 0.07% Add +12.2% 69,394 $1.6M
Icon Wealth Advisors, LLC 0.14% Reduce -4.7% 66,934 $1.5M
Kingswood Wealth Advisors, LLC 0.14% Reduce -2.5% 68,020 $1.5M
Austin Private Wealth, LLC 0.16% Reduce -5.0% 67,554 $1.5M
TNF LLC 0.56% Add +69.1% 66,740 $1.5M
Spire Wealth Management 0.05% Reduce -30.0% 66,651 $1.5M
Harbour Investments, Inc. 0.05% Reduce -5.7% 65,572 $1.5M
Coordinated Financial Services, Inc. 1.28% Add +161.4% 65,213 $1.5M
PFG Advisors 0.10% Add +124.9% 64,230 $1.4M
Family Firm, Inc. 0.32% Add +4.4% 64,013 $1.4M
Alera Investment Advisors, LLC 0.17% New 63,951 $1.4M
Thrive Capital Management, LLC 0.66% New 63,714 $1.4M
IRON Financial LLC 0.81% Reduce -3.6% 63,611 $1.4M
Verdence Capital Advisors LLC 0.13% Add +237.6% 62,790 $1.4M
Financial Network Wealth Advisors LLC 1.06% Add +4.8% 62,377 $1.4M
Wealth Advisory Solutions, LLC 0.38% Add +2.8% 62,566 $1.4M
Ascent Wealth Partners, LLC 0.20% Reduce -1.3% 61,702 $1.4M
TFB Advisors LLC 0.45% Add +3.4% 61,663 $1.4M
High Falls Advisors, Inc 0.34% Add +48.2% 61,610 $1.4M
Snowden Capital Advisors LLC 0.04% Add +40.3% 60,898 $1.4M
Brasada Capital Management, LP 0.24% Add +0.3% 59,808 $1.4M
Concurrent Investment Advisors, LLC 0.04% Reduce -3.4% 60,147 $1.4M
Buckingham Strategic Wealth, LLC 0.01% Add +3.6% 59,443 $1.3M
Cyndeo Wealth Partners, LLC 0.10% Reduce -0.0% 58,959 $1.3M
PAX Financial Group, LLC 0.26% Add +22.6% 58,806 $1.3M
Perennial Investment Advisors, LLC 0.19% Add +2.8% 58,756 $1.3M
Wealthfront Advisers LLC 0.00% Add +11.9% 58,383 $1.3M
Van Hulzen Asset Management, LLC 0.09% Reduce -2.8% 57,473 $1.3M
Quotient Wealth Partners, LLC 0.04% Reduce -53.1% 56,771 $1.3M
Bank of Montreal 0.00% Add +51.1% 56,294 $1.3M
Concourse Financial Group Securities, Inc. 0.08% Reduce -7.2% 56,684 $1.3M
U.S. Capital Wealth Advisors, LLC 0.05% Reduce -0.8% 56,444 $1.3M
Cosner Financial Group, LLC 0.90% Reduce -10.1% 56,292 $1.3M
Focus Partners Advisor Solutions, LLC 0.03% Add +0.8% 53,832 $1.2M
Leavell Investment Management, Inc. 0.07% Reduce -7.1% 52,390 $1.2M
Roble, Belko & Company, Inc 0.19% Reduce -29.8% 51,412 $1.2M
Waterloo Capital, L.P. 0.14% Add +15.9% 51,387 $1.2M
Alliance Wealth Advisors, LLC 0.34% Add +2.4% 50,801 $1.1M
Paragon Private Wealth Management, LLC 0.64% Add +4.4% 50,369 $1.1M
Willis Johnson & Associates, Inc. 0.09% Add +7.0% 49,789 $1.1M
Shelter Mutual Insurance Co 0.28% No change 48,000 $1.1M
Jane Street Group, LLC 0.00% New 48,000 $1.1M
Alterna Wealth Management, Inc. 0.94% Add +13.7% 47,753 $1.1M
SigFig Wealth Management, LLC 0.04% Add +0.6% 46,860 $1.1M
Raymond James Trust N.A. 0.02% No change 45,994 $1.0M
Invst, LLC 0.11% Add +8.6% 46,362 $1.0M
Great Valley Advisor Group, Inc. 0.03% New 45,875 $1.0M
Vermillion & White Wealth Management Group, LLC 0.78% Add +1.0% 45,654 $1.0M
Inspire Advisors, LLC 0.13% New 44,821 $1.0M
TD Waterhouse Canada Inc. 0.01% Add +17.1% 44,647 $1.0M
Columbia Bank 0.39% Reduce -54.0% 44,636 $1.0M
Cornerstone Advisors Asset Management, LLC 0.28% No change 44,571 $1.0M
Norden Group LLC 0.20% Reduce -30.5% 44,381 $1.0M
Qube Research & Technologies Ltd 0.00% Add +14.1% 44,106 $995K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Reduce -56.1% 43,900 $991K
Stableford Capital II LLC 0.38% Add +0.7% 42,658 $975K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -48.5% 43,101 $973K
Copperleaf Capital, LLC 0.78% Add +23.3% 43,100 $973K
UMB Bank, n.a. 0.02% Add +1.4% 43,081 $972K
Apollon Wealth Management, LLC 0.03% Reduce -47.1% 43,034 $971K
Certus Wealth Management, LLC 0.72% Add +16.8% 42,093 $950K
Financial Partners Group, Inc 0.15% Reduce -15.4% 41,966 $947K
Bank of Marin 0.82% No change 41,944 $947K
JB Capital LLC 0.06% Reduce -6.7% 41,304 $932K
Stonekeep Investments, LLC 0.75% — 40,853 $922K
Citadel Advisors 0.00% Reduce -32.1% 40,767 $920K
Migdal Insurance & Financial Holdings Ltd. 0.02% No change 40,739 $919K
True Vision MN LLC 0.59% Add +5.0% 40,570 $916K
RFG Advisory, LLC 0.03% Add +34.2% 40,297 $909K
Lido Advisors, LLC 0.01% Add +6.1% 39,528 $892K
Bay Harbor Wealth Management, LLC 0.31% Reduce -0.3% 39,070 $882K
Pacific Financial Group Inc. 0.62% Add +0.2% 39,069 $882K
Summit Wealth Group, LLC 0.26% Reduce -6.2% 38,920 $878K
Baker Tilly Wealth Management, LLC 0.36% Reduce -4.7% 38,809 $876K
Verus Capital Partners, LLC 0.09% Add +49.4% 38,790 $875K
Foster & Motley Inc. 0.06% Add +0.7% 38,712 $874K
First Horizon Advisors, Inc. 0.03% Reduce -3.1% 38,171 $862K
Hoxton Planning & Management, LLC 0.40% Reduce -37.0% 37,715 $851K
FourThought Financial Partners, LLC 0.11% No change 37,120 $838K
Silvia McColl Wealth Management, LLC 0.69% Reduce -2.1% 36,784 $830K
Signature Estate & Investment Advisors LLC 0.02% New 36,550 $825K
KKM Financial LLC 0.39% Add +2.0% 35,610 $820K
Spectrum Wealth Counsel, LLC 0.10% Add +14.5% 36,278 $819K
WealthShield Partners, LLC 0.12% Add +2.0% 35,759 $807K
Summit X, LLC 0.18% Reduce -1.9% 35,678 $805K
Transatlantique Private Wealth LLC 0.33% Reduce -8.0% 35,418 $799K
Kingsview Wealth Management, LLC 0.02% Add +22.0% 35,408 $799K
Tennessee Valley Asset Management Partners 0.15% Reduce -4.3% 35,342 $798K
DMC Group, LLC 0.66% Add +17.8% 34,231 $773K
Wedbush Securities Inc. 0.03% Reduce -5.3% 33,474 $756K
Stokes Family Office, LLC 0.09% Reduce -3.4% 33,355 $753K
Corient Private Wealth LP 0.00% Add +19.1% 32,991 $745K
Cahaba Wealth Management, Inc. 0.07% Add +2.1% 32,732 $739K
Maripau Wealth Management LLC 0.50% Add +0.1% 32,702 $738K
FineMark National Bank & Trust 0.03% Add +17.8% 32,692 $738K
Prosperity Consulting Group, LLC 0.10% Reduce -48.3% 32,193 $727K
Independent Wealth Network Inc. 0.33% Reduce -2.8% 31,230 $705K
Clifford Group, LLC 0.57% Add +4.5% 31,121 $702K
Creative Financial Designs Inc. 0.06% Add +79.0% 31,009 $700K
Arete Wealth Advisors, LLC 0.06% Reduce -13.6% 30,865 $697K
Moors & Cabot, Inc. 0.04% Reduce -17.8% 30,642 $692K
Cherrydale Wealth Management, LLC 0.30% Reduce -31.8% 30,619 $691K
Lane & Associates LLC 0.41% New 30,468 $688K
Stone House Investment Management, LLC 0.18% Add +5.0% 30,366 $685K
RHS Financial, LLC 0.42% Reduce -21.6% 30,098 $679K
National Wealth Management Group, LLC 0.51% Add +11.0% 29,727 $671K
Betterment LLC 0.00% Add +44.8% 29,648 $669K
Csenge Advisory Group 0.04% Reduce -5.2% 29,288 $661K
Coppell Advisory Solutions LLC 0.10% — 28,079 $634K
Oakworth Capital, Inc. 0.05% Add +4.1% 27,830 $628K
Heritage Wealth Management, LLC 0.35% Reduce -18.5% 27,820 $628K
Heritage Family Offices, LLP 0.35% — 27,820 $628K
Empirical Asset Management, LLC 0.23% Add +272.4% 82,758 $618K
Ade, LLC 0.41% Add +8.5% 27,201 $614K
Pinnacle Financial Partners Inc 0.01% New 27,085 $611K
Fisher Asset Management 0.00% New 26,997 $609K
Cadinha & Co. LLC 0.11% Reduce -2.6% 26,909 $607K
Tower Research Capital LLC (TRC) 0.01% Reduce -26.9% 26,778 $604K
Petix & Botte Co 0.17% Reduce -95.0% 26,564 $600K
Stelac Advisory Services LLC 0.25% No change 26,437 $597K
BIP Wealth, LLC 0.05% Reduce -35.4% 26,321 $594K
Advisory Services Network, LLC 0.01% Reduce -1.5% 26,196 $591K
Darden Wealth Group Inc 0.35% Reduce -15.1% 25,929 $585K
Cary Street Partners Investment Advisory LLC 0.02% Add +1.5% 25,867 $584K
GAMMA Investing LLC 0.08% Add +49.8% 25,859 $584K
Franklin Resources Inc. 0.00% Reduce -11.8% 25,848 $583K
Cobblestone Asset Management LLC 0.38% Add +5.9% 25,709 $580K
Citizens Financial Group Inc. 0.01% Reduce -0.7% 25,696 $580K
Spectrum Planning & Advisory Services Inc. 0.56% — 25,498 $578K
Tempus Wealth Planning, LLC 0.24% Add +1.6% 25,441 $574K
First Heartland Consultants, Inc. 0.06% Reduce -0.1% 25,318 $571K
CIBC Private Wealth Group LLC 0.00% Add +823.0% 25,208 $571K
Hara Capital LLC 0.37% New 25,283 $571K
Waverly Advisors, LLC 0.01% Add +5.3% 25,216 $569K
Independent Financial Group, LLC 0.02% Add +9.1% 24,925 $563K
Mosley Wealth Management 0.47% Reduce -2.8% 24,576 $555K
Wallace Advisory Group, LLC 0.40% Reduce -25.2% 24,543 $554K
West Wealth Group, LLC 0.19% Reduce -2.7% 24,363 $550K
Syntax Research, Inc. 0.43% Reduce -21.7% 24,264 $548K
Coldstream Capital Management Inc. 0.01% Add +28.7% 24,258 $548K
Gotham Asset Management 0.01% Add +8.4% 24,043 $543K
Destiny Wealth Partners, LLC 0.10% Reduce -1.9% 24,030 $542K
Petra Financial Advisors Inc. 0.39% No change 23,978 $541K
Roundview Capital LLC 0.04% Reduce -0.3% 23,489 $530K
Stonehearth Capital Management, LLC 0.23% Add +7.8% 23,475 $530K
MassMutual Private Wealth & Trust, FSB 0.02% Add +1467.4% 23,213 $524K
Mayflower Financial Advisors, LLC 0.09% Reduce -16.6% 23,082 $521K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 22,611 $510K
Prudent Investors Network, Inc. 0.18% No change 22,459 $507K
IHT Wealth Management, LLC 0.02% Add +2.1% 22,285 $503K
HBK Sorce Advisory LLC 0.02% Reduce -15.3% 21,953 $495K
Litman Gregory Wealth Management LLC 0.04% New 21,855 $493K
Americana Partners, LLC 0.04% Reduce -26.9% 21,515 $486K
Integrated Advisors Network LLC 0.02% Reduce -42.6% 21,386 $483K
ONE Advisory Partners, LLC 0.22% Add +68.3% 20,839 $470K
Merit Financial Group, LLC 0.01% Reduce -45.3% 20,352 $459K
Cypress Wealth Services, LLC 0.10% Reduce -19.0% 20,342 $459K
Two West Capital Advisors LLC 0.44% — 20,315 $459K
Regency Capital Management Inc.\DE 0.29% Add +96.6% 20,218 $456K
Fidelity D & D Bancorp Inc. 0.34% Reduce -81.3% 20,114 $454K
Captrust Financial Advisors 0.00% Reduce -84.1% 19,923 $450K
Lake Street Advisors Group, LLC 0.02% Reduce -20.5% 19,921 $450K
MIdWestOne Financial Group, Inc. 0.08% No change 19,529 $441K
Ascentis Independent Advisors 0.09% — 19,337 $436K
NBT Bank, N.A. 0.03% Reduce -27.6% 19,324 $435K
IFP Advisors, Inc 0.02% Add +46.1% 18,757 $423K
Rinkey Investments 0.15% Add +94.0% 18,570 $419K
TRUE Private Wealth Advisors 0.05% Reduce -39.5% 18,543 $419K
Transcend Capital Advisors, LLC 0.03% Reduce -20.6% 18,478 $417K
Arkadios Wealth Advisors 0.03% New 18,252 $412K
Triumph Capital Management 0.16% Reduce -7.7% 18,214 $411K
Rothschild Wealth LLC 0.13% Reduce -0.8% 18,170 $410K
World Investment Advisors 0.03% New 17,987 $406K
Farmers National Bank 0.12% Add +4.0% 17,883 $404K
WCG Wealth Advisors LLC 0.03% Reduce -58.0% 17,750 $401K
BCGM Wealth Management, LLC 0.14% Add +0.3% 17,559 $396K
Rhumbline Advisers 0.00% No change 17,410 $393K
KMG Fiduciary Partners, LLC 0.04% Add +36.7% 17,146 $387K
Premier Path Wealth Partners, LLC 0.07% Reduce -31.2% 17,065 $385K
Burke & Herbert Bank & Trust Co. 0.09% New 17,021 $384K
International Assets Investment Management, LLC 0.04% Reduce -13.8% 16,799 $379K
Carolinas Wealth Consulting LLC 0.07% Reduce -1.2% 16,782 $379K
Blair William & Co. 0.00% Reduce -13.1% 16,635 $375K
Angeles Wealth Management, LLC 0.03% Reduce -0.2% 16,442 $371K
Columbus Macro, LLC 0.14% Add +14.0% 16,293 $368K
Delta Asset Management LLC 0.03% No change 16,084 $363K
Range Financial Group LLC 0.18% Add +4.7% 15,894 $359K
Clarity Financial LLC 0.05% Reduce -19.5% 15,749 $355K
J.W. Cole Advisors, Inc. 0.02% Reduce -1.9% 15,670 $354K
Firethorn Wealth Partners, LLC 0.20% Add +9.2% 15,552 $351K
My Legacy Advisors, LLC 0.11% Add +35.2% 15,539 $351K
Clear Harbor Asset Management, LLC 0.03% Add +6.9% 15,340 $346K
Invera Wealth Advisors, LLC 0.35% Reduce -9.6% 15,198 $346K
Keystone Financial Services 0.14% Reduce -29.2% 15,199 $343K
Charter Oak Capital Management, LLC 0.04% Reduce -0.1% 15,140 $342K
Capital Analysts, LLC 0.01% Add +1887.8% 15,048 $340K
Capital Asset Advisory Services LLC 0.02% Reduce -28.2% 15,013 $340K
Axxcess Wealth Management, LLC 0.01% Reduce -54.6% 15,013 $339K
Security Financial Services, INC. 0.07% Add +2.9% 14,774 $333K
Bellwether Advisors, LLC 0.07% Reduce -3.5% 14,765 $333K
Apella Capital, LLC 0.01% Add +0.5% 14,622 $331K
Aprio Wealth Management, LLC 0.06% New 14,557 $329K
Donaldson Capital Management, LLC 0.01% Reduce -14.7% 14,468 $327K
Pinion Investment Advisors, LLC 0.16% Add +21.5% 14,399 $325K
WR Wealth Planners, LLC 0.10% Reduce -6.0% 14,182 $320K
One Wealth Management Investment & Advisory Services, LLC 0.13% Reduce -9.6% 14,028 $317K
Garden State Investment Advisory Services LLC 0.11% Add +0.3% 14,025 $317K
Western Wealth Management, LLC 0.02% Reduce -11.1% 13,506 $305K
BTG Pactual Asset Management US LLC 0.07% — 13,226 $299K
Gladstone Institutional Advisory LLC 0.02% Add +16.5% 13,147 $297K
Elevation Point Wealth Partners, LLC 0.02% Add +7.5% 13,047 $294K
Peapack Gladstone Financial Corp. 0.00% No change 12,733 $288K
TrueMark Investments, LLC 0.10% New 12,304 $278K
Midwest Heritage Bank, FSB 0.14% Reduce -67.1% 12,226 $276K
Ameritas Advisory Services, LLC 0.01% Reduce -12.5% 12,177 $275K
Tradition Wealth Management, LLC 0.03% Reduce -1.8% 12,152 $274K
Twin Peaks Wealth Advisors, LLC 0.14% Add +0.8% 12,134 $274K
Main Street Financial Solutions, LLC 0.03% Add +0.2% 12,118 $273K
SVB Wealth LLC 0.01% New 12,070 $272K
SeaCrest Wealth Management, LLC 0.03% New 11,999 $271K
Bulltick Wealth Management, LLC 0.08% Reduce -9.9% 11,924 $269K
Rosenberg Matthew Hamilton 0.08% Reduce -1.9% 11,981 $268K
BOS Asset Management, LLC 0.12% New 11,769 $266K
Stephens Inc. 0.00% New 11,730 $265K
TrueWealth Advisors, LLC 0.10% Add +4.8% 11,611 $262K
Seldon Capital LP 0.15% No change 11,600 $262K
Cooper Financial Group 0.04% Add +3.4% 11,567 $261K
Wealth Alliance, LLC 0.03% Add +3.6% 11,563 $261K
17 Capital Partners, LLC 0.18% New 11,318 $255K
SIMA Wealth Partners, LLC 0.24% — 11,299 $255K
Laird Norton Wetherby Wealth Management, LLC 0.01% Add +1.2% 11,125 $251K
Belpointe Asset Management LLC 0.02% New 11,055 $250K
Bison Wealth, LLC 0.04% No change 10,909 $248K
Maia Wealth LLC 0.07% — 10,887 $248K
Independent Advisor Alliance 0.01% Add +4.2% 10,967 $248K
Three Bridge Wealth Advisors, LLC 0.10% Add +1.2% 10,919 $246K
Gen-Wealth Partners Inc 0.12% Reduce -10.0% 10,784 $243K
1900 Wealth Management LLC 0.02% Reduce -66.9% 10,635 $240K
Truvestments Capital LLC 0.10% Reduce -7.3% 10,596 $239K
Empower Advisory Group, LLC 0.00% New 10,503 $237K
Beacon Pointe Advisors, LLC 0.00% Reduce -33.0% 10,484 $237K
Insigneo Advisory Services, LLC 0.03% New 9,989 $233K
Triad Wealth Partners, LLC 0.12% New 10,333 $233K
Legacy Financial Group LLC 0.05% Add +6.8% 10,324 $233K
Eagle Rock Investment Company, LLC 0.04% No change 10,175 $230K
Prosperity Financial Group, Inc. 0.14% Reduce -43.8% 10,143 $229K
City State Bank 0.09% Add +24.7% 10,131 $229K
Patten Group, Inc. 0.05% New 10,056 $227K
Seven Mile Advisory 0.17% New 10,030 $226K
Quadrature Capital Ltd 0.00% New 9,942 $224K
B.O.S.S. Retirement Advisors, LLC 0.06% New 9,895 $223K
Visionary Wealth Advisors 0.01% Reduce -89.2% 9,830 $222K
Sigma Planning Corp 0.01% Add +4.2% 9,758 $220K
Jones Financial Companies LLLP 0.00% Add +2115.9% 9,750 $220K
Essex Bank 0.06% Add +4.6% 9,745 $220K
Apeiron RIA LLC 0.07% Reduce -2.1% 9,691 $219K
Two Sigma Securities, LLC 0.01% New 9,613 $217K
Strategy Asset Managers LLC 0.05% New 9,431 $216K
CoreCap Advisors, LLC 0.02% Reduce -39.0% 9,544 $215K
Strid Group, LLC 0.04% New 9,517 $215K
Lanark Financial, Inc. 0.02% Reduce -2.4% 9,459 $213K
Evercore Wealth Management, LLC 0.00% New 9,310 $210K
Intrua Financial, LLC 0.03% New 9,305 $210K
Daymark Wealth Partners, LLC 0.01% No change 9,298 $210K
Aberdeen Group plc 0.00% No change 9,247 $209K
Composition Wealth, LLC 0.01% Reduce -1.0% 9,178 $207K
Cadence Bank 0.02% Reduce -17.9% 9,103 $205K
CCG Wealth Management, LLC 0.12% Reduce -60.1% 9,097 $205K
Ashton Thomas Securities, LLC 0.05% — 9,055 $205K
Argent Trust Co 0.01% No change 9,053 $204K
RDA Financial Network 0.07% Add +0.8% 9,038 $204K
Kickstand Ventures, Llc. 0.06% Reduce -30.4% 9,032 $204K
Spectrum Asset Management, Inc. (NB/CA) 0.09% Reduce -3.8% 9,030 $204K
Modera Wealth Management, LLC 0.00% New 9,006 $203K
Core Wealth Partners LLC 0.14% New 8,904 $201K
GDS Wealth Management 0.02% Add +0.2% 8,902 $201K
Magnus Financial Group LLC 0.02% Reduce -3.3% 8,885 $201K
Colonial Trust Co / SC 0.03% Reduce -0.7% 8,154 $185K
Optimum Investment Advisors 0.08% Add +2.7% 8,100 $183K
Clean Yield Group 0.07% Reduce -38.5% 8,000 $181K
Proffitt & Goodson Inc. 0.03% No change 7,803 $176K
Family Capital Trust Co 0.06% Reduce -57.2% 7,673 $173K
Cullen/Frost Bankers, Inc. 0.00% Add +98.5% 7,586 $171K
Ancora Advisors LLC 0.00% Add +87.7% 7,245 $164K
Signature Resources Capital Management, LLC 0.13% No change 7,148 $161K
FinTrust Capital Advisors, LLC 0.03% Add +0.8% 6,786 $153K
Sandy Spring Bank 0.01% Add +0.8% 6,700 $151K
Continuum Advisory, LLC 0.02% Reduce -35.8% 6,384 $144K
Centaurus Financial, Inc. 0.01% Add +10.9% 6,258 $141K
Caldwell Trust Co 0.02% No change 6,207 $140K
Custom Portfolio Group LLC 0.11% No change 6,148 $139K
Deane Retirement Strategies, Inc. 0.07% Reduce -1.3% 5,792 $131K
Rothschild Investment LLC 0.01% Add +14.9% 5,740 $130K
Larson Financial Group LLC 0.01% Add +732.8% 5,580 $126K
Aspire Private Capital, LLC 0.03% Add +6.2% 5,458 $123K
Founders Financial Alliance, LLC 0.04% Add +0.0% 5,379 $121K
CENTRAL TRUST Co 0.00% Add +0.3% 5,050 $114K
American National Bank & Trust 0.01% Reduce -10.0% 5,040 $114K
Cornerstone Planning Group LLC 0.03% Reduce -46.0% 4,755 $111K
ICA Group Wealth Management, LLC 0.07% Reduce -91.7% 4,894 $110K
Fifth Third Bancorp 0.00% Reduce -84.6% 4,840 $109K
Richardson Financial Services Inc. 0.08% Reduce -0.2% 4,837 $109K
Bogart Wealth, LLC 0.01% Reduce -1.4% 4,646 $105K
Householder Group Estate & Retirement Specialist, LLC 0.03% Reduce -10.2% 4,535 $102K
Global Wealth Strategies & Associates 0.04% Reduce -91.3% 4,403 $99K
Kelly Financial Services LLC 0.03% Reduce -0.3% 4,306 $97K
Avior Wealth Management, LLC 0.00% Add +401.8% 4,175 $94K
Financial Gravity Asset Management, Inc. 0.02% Reduce -66.7% 4,092 $92K
First PREMIER Bank 0.02% No change 4,045 $91K
Independence Bank of Kentucky 0.02% New 3,854 $87K
Trust Co. of Vermont 0.00% Add +179.6% 3,828 $86K
Crewe Advisors LLC 0.01% No change 3,589 $81K
Park Place Capital Corp 0.03% Reduce -74.0% 3,478 $78K
REAP Financial Group, LLC 0.02% No change 3,395 $77K
Adirondack Trust Co. 0.03% No change 3,383 $76K
Benjamin F. Edwards & Company, Inc. 0.00% Add +2.4% 3,358 $76K
First Command Advisory Services, Inc. 0.00% Reduce -1.3% 3,030 $68K
Aptus Capital Advisors, LLC 0.00% Reduce -40.7% 2,998 $68K
Beaird Harris Wealth Management, LLC 0.01% Add +4.4% 2,846 $64K
Carmichael Hill & Associates, Inc. 0.03% Add +7.7% 2,814 $64K
Gradient Investments LLC 0.00% Add +794.1% 2,727 $62K
Grove Bank & Trust 0.01% No change 2,533 $57K
Pacifica Partners Inc. 0.02% Add +515.1% 2,485 $56K
Parkside Financial Bank & Trust 0.01% No change 2,339 $53K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.02% New 2,287 $52K
Indiana Trust & Investment Management Co 0.02% Reduce -31.8% 2,264 $51K
Cape Investment Advisory, Inc. 0.02% Reduce -10.7% 2,223 $50K
TCTC Holdings, LLC 0.00% No change 2,158 $49K
Sunbelt Securities, Inc. 0.00% Reduce -2.9% 2,095 $47K
Cherry Tree Wealth Management, LLC 0.01% No change 2,006 $45K
Avion Wealth 0.01% New 2,033 $45K
Montag A & Associates Inc. 0.00% No change 1,991 $45K
Family Asset Management, LLC 0.03% Add +210.9% 1,903 $43K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -44.0% 1,890 $43K
PrairieView Partners, LLC 0.00% No change 1,905 $42K
Redwood Wealth Management Group, LLC 0.03% New 1,854 $42K
AllSquare Wealth Management LLC 0.02% New 1,815 $41K
EverSource Wealth Advisors, LLC 0.00% Add +79.9% 1,680 $39K
Scarborough Advisors, LLC 0.01% Reduce -22.5% 1,553 $35K
Venturi Wealth Management, LLC 0.00% Reduce -39.9% 1,489 $34K
Wetzel Investment Advisors, Inc. 0.02% No change 1,421 $32K
Cardinal Strategic Wealth Guidance 0.01% New 1,423 $32K
Criterion Capital Advisors, LLC 0.02% New 1,405 $32K
Salem Investment Counselors Inc. 0.00% Reduce -55.3% 1,283 $29K
Westside Investment Management, Inc. 0.01% New 1,274 $29K
Federation des caisses Desjardins du Quebec 0.00% Reduce -72.6% 1,245 $28K
Simplex Trading, LLC 0.00% Reduce -63.2% 1,276 $28K
Concord Wealth Partners 0.00% Reduce -33.7% 1,235 $28K
Signaturefd, LLC 0.00% No change 1,170 $26K
Tucker Asset Management LLC 0.01% Reduce -7.5% 1,153 $26K
NorthRock Partners, LLC 0.00% Add +15.7% 1,113 $25K
Canton Hathaway, LLC 0.01% No change 1,120 $25K
Glen Eagle Advisors, LLC 0.00% Reduce -58.0% 1,087 $25K
Tsfg, LLC 0.01% Add +625.0% 1,044 $24K
FSC Wealth Advisors, LLC 0.02% No change 1,057 $24K
Investors Research Corp 0.01% Reduce -34.0% 1,037 $23K
Semmax Financial Advisors Inc. 0.01% Add +29.4% 1,003 $23K
Tradewinds Capital Management, LLC 0.01% New 1,022 $23K
Jamison Private Wealth Management, Inc. 0.00% Reduce -95.2% 982 $22K
Ashton Thomas Private Wealth, LLC 0.00% New 966 $22K
Washington Trust Advisors, Inc. 0.00% No change 965 $22K
Colonial Trust Advisors 0.00% No change 962 $22K
Archer Investment Corp 0.01% No change 929 $21K
Pineridge Advisors LLC 0.01% No change 906 $20K
New Republic Capital, LLC 0.01% Add +0.8% 895 $20K
Your Advocates Ltd., LLP 0.01% Reduce -70.0% 873 $20K
Pinnacle Bancorp, Inc. 0.01% Reduce -21.4% 873 $20K
Raleigh Capital Management Inc. 0.01% Add +0.9% 824 $19K
Jackson Hole Capital Partners, LLC 0.00% No change 824 $19K
Arlington Trust Co LLC 0.00% Add +84.1% 812 $18K
AlphaCore Capital LLC 0.00% Reduce -16.1% 667 $15K
Financial Connections Group, Inc. 0.01% Add +0.6% 674 $15K
Tidemark, LLC 0.01% Reduce -64.9% 648 $15K
Nemes Rush Group LLC 0.00% New 634 $14K
GPS Wealth Strategies Group, LLC 0.00% No change 624 $14K
Peoples Financial Services Corp. 0.01% No change 619 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -5.9% 590 $13K
Balefire, LLC 0.00% New 557 $13K
HHM Wealth Advisors, LLC 0.00% New 545 $12K
SOA Wealth Advisors, LLC. 0.00% Add +96.1% 502 $11K
Arax Advisory Partners 0.00% No change 467 $11K
Mascoma Wealth Management LLC 0.00% No change 462 $10K
Kathleen S. Wright Associates Inc. 0.00% No change 443 $10K
Chesapeake Asset Management LLC 0.01% New 404 $9K
Glass Jacobson Investment Advisors llc 0.00% Add +18.1% 358 $8K
West Branch Capital LLC 0.00% New 342 $8K
Albion Financial Group 0.00% Reduce -96.8% 307 $7K
Smartleaf Asset Management LLC 0.00% Reduce -79.6% 278 $6K
Beacon Capital Management, LLC 0.00% New 267 $6K
Caldwell Sutter Capital, Inc. 0.00% No change 254 $6K
Northwest Capital Management Inc 0.00% Reduce -80.3% 252 $6K
WestEnd Advisors, LLC 0.00% No change 240 $5K
Integrity Financial Corp 0.00% No change 234 $5K
Creative Capital Management Investments LLC 0.00% New 229 $5K
Opal Wealth Advisors, LLC 0.00% New 216 $5K
Davis Capital Management 0.00% No change 208 $5K
Oxford Financial Group, LTD. LLC 0.00% Reduce -34.9% 200 $5K
Sanctuary Wealth Management, L.L.C. 0.00% New 194 $4K
Sound Income Strategies, LLC 0.00% Reduce -77.8% 170 $4K
Townsend Asset Management Corp. /NC/ 0.00% No change 147 $3K
Alaska Wealth Advisors, LLC 0.00% Reduce -68.7% 144 $3K
Tompkins Financial Corp. 0.00% No change 140 $3K
LRI Investments, LLC 0.00% No change 122 $3K
North Star Investment Management Corp. 0.00% Reduce -75.8% 122 $3K
Country Trust Bank 0.00% No change 120 $3K
Barrett & Company, Inc. 0.00% No change 114 $3K
FAS Wealth Partners, Inc. 0.00% Reduce -79.9% 105 $2K
Atticus Wealth Management, LLC 0.00% Reduce -68.5% 97 $2K
Hazlett, Burt & Watson, Inc. 0.00% New 110 $2K
WASHINGTON TRUST Co 0.00% No change 85 $2K
Motco 0.00% No change 85 $2K
Howe & Rusling Inc. 0.00% No change 82 $2K
Register Financial Advisors LLC 0.00% New 79 $2K
Kozak & Associates, Inc. 0.00% No change 74 $2K
O'shaughnessy Asset Management, LLC 0.00% New 66 $1K
Eukles Asset Management 0.00% No change 57 $1K
Guardian Wealth Advisors, LLC / NC 0.00% No change 54 $1K
SWAN Capital LLC 0.00% New 50 $1K
Harbor Investment Advisory, LLC 0.00% No change 48 $1K
AlphaMark Advisors, LLC 0.00% New 61 $1K
Capital Advisors, Ltd. LLC 0.00% No change 64 $1K
Tortoise Investment Management, LLC 0.00% No change 42 $948
Asset Dedication, LLC 0.00% No change 37 $836
First Personal Financial Services 0.00% No change 30 $678
Bfsg, LLC 0.00% No change 29 $655
Naples Money Management LLC 0.00% No change 20 $448
Realta Investment Advisors 0.00% No change 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.