iShares US Treasury Bond ETFGOVTETF
13F holders, Q3 2024 (September 30)721holders +28
76new positions
51sold out
3famous investors
$23.44avg. 13F price*
At the end of Q3 2024, 721 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 28 from Q2 2024. 76 opened new positions and 51 sold out. The largest holders were Bank of America Corp. ($8.8B), LPL Financial LLC ($2.5B) and Envestnet Asset Management Inc. ($1.6B). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $232.7M |
| Exits | 51 | $15.3M |
All 13F filers, Q2 2024 → Q3 2024: 75,249,930 shares bought and 35,828,876 shares sold, net +39,421,054 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 721 holders
| Bank of America Corp. | 0.77% | Add +2.2% | 376,720,111 | $8.8B |
| LPL Financial LLC | 1.13% | Add +3.4% | 107,763,508 | $2.5B |
| Envestnet Asset Management Inc. | 0.51% | Add +18.5% | 67,988,838 | $1.6B |
| Truist Financial Corp. | 2.41% | Add +20.4% | 65,412,885 | $1.5B |
| PNC Financial Services Group, Inc. | 0.55% | Add +7.8% | 36,625,741 | $858.9M |
| Allworth Financial LP | 4.11% | Add +2.6% | 28,799,490 | $675.3M |
| FMR LLC | 0.04% | Reduce -51.0% | 26,353,543 | $618.0M |
| Morgan Stanley | 0.03% | Reduce -0.4% | 19,796,696 | $464.2M |
| Assetmark, Inc. | 1.24% | Add +3.6% | 18,419,461 | $431.9M |
| BlackRock, Inc. | 0.01% | — | 13,250,826 | $310.7M |
| Charles Schwab Investment Management Inc. | 0.06% | Add +0.2% | 12,822,050 | $300.7M |
| Fund Evaluation Group, LLC | 15.71% | Add +8.9% | 12,101,767 | $283.8M |
| JPMorgan Chase & Co. | 0.02% | Add +34.2% | 11,133,024 | $261.1M |
| Peavine Capital, LLC | 54.71% | Reduce -0.9% | 9,532,783 | $223.5M |
| Mutual Advisors, LLC | 6.42% | Add +11.7% | 9,590,971 | $219.6M |
| Morningstar Investment Management LLC | 19.97% | Add +0.7% | 8,777,042 | $201.9M |
| United Capital Financial Advisors, LLC | 1.56% | Add +4.1% | 8,098,513 | $189.9M |
| Jordan Park Group LLC | 12.54% | Add +24.3% | 7,845,027 | $184.0M |
| Alliancebernstein L.P. | 0.06% | Add +117.4% | 7,515,174 | $176.2M |
| Prime Capital Investment Advisors, LLC | 2.44% | Reduce -7.2% | 7,296,440 | $171.1M |
| Townsquare Capital LLC | 1.73% | Add +3.9% | 6,157,505 | $144.4M |
| Ameriprise Financial Inc. | 0.04% | Add +4.6% | 6,110,182 | $143.3M |
| TD Private Client Wealth LLC | 3.69% | Add +12.5% | 5,473,630 | $128.4M |
| Nationwide Fund Advisors | 10.13% | Add +0.1% | 5,469,193 | $128.3M |
| EP Wealth Advisors, LLC | 1.05% | Add +3.8% | 5,193,828 | $121.8M |
| Cobblestone Capital Advisors LLC | 6.37% | Add +16.3% | 4,839,540 | $113.5M |
| UBS Group AG | 0.03% | Reduce -11.3% | 4,579,687 | $107.4M |
| Itau Unibanco Holding S.A. | 3.49% | Reduce -2.9% | 4,514,711 | $105.9M |
| MCF Advisors LLC | 7.37% | Add +4.1% | 4,482,284 | $105.1M |
| Norinchukin Bank, The | 2.36% | Add +18.7% | 4,261,408 | $99.9M |
| Cetera Investment Advisers | 0.20% | Add +1.3% | 3,811,428 | $89.4M |
| School Employees Retirement Board of Ohio | 49.68% | No change | 3,722,557 | $87.3M |
| Royal Bank of Canada | 0.02% | Add +4.5% | 3,474,131 | $81.5M |
| Crestwood Advisors Group, LLC | 1.49% | Add +6.3% | 3,318,071 | $77.8M |
| Clearstead Advisors, LLC | 1.13% | Add +4.1% | 3,113,336 | $73.0M |
| Alesco Advisors, LLC, An ESL Co | 2.23% | Add +1.4% | 3,076,797 | $72.2M |
| Deutsche Bank AG | 0.03% | Add +5.6% | 2,944,994 | $69.1M |
| SYM FINANCIAL Corp | 8.95% | Add +2.4% | 2,852,373 | $66.9M |
| Commerce Bank | 0.40% | Reduce -11.5% | 2,803,186 | $65.7M |
| Rock Creek Group LLC | 7.28% | New | 2,727,965 | $63.5M |
| Northern Trust Corp. | 0.01% | Add +6.3% | 2,578,017 | $60.5M |
| GLOBALT Investments LLC / GA | 2.17% | Reduce -4.1% | 2,465,947 | $57.8M |
| Wedmont Private Capital | 3.15% | Add +13.0% | 2,392,973 | $55.2M |
| Mill Creek Capital Advisors, LLC | 1.31% | Add +0.5% | 2,320,755 | $54.4M |
| Janney Montgomery Scott LLC | 0.15% | Add +2.2% | 2,234,777 | $52.4M |
| Commonwealth Equity Services, LLC | 0.07% | Reduce -1.6% | 2,009,642 | $47.1M |
| Sanctuary Advisors, LLC | 0.29% | Add +34.0% | 2,042,510 | $46.2M |
| Brown Advisory Inc. | 0.06% | Add +150.0% | 1,945,887 | $45.6M |
| Osaic Holdings, Inc. | 0.10% | Reduce -3.7% | 1,929,250 | $45.2M |
| 3EDGE Asset Management, LP | 3.10% | Reduce -2.7% | 1,862,456 | $43.7M |
| Sand Hill Global Advisors, LLC | 1.84% | Add +2.7% | 1,857,256 | $43.6M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +5.1% | 1,852,128 | $43.4M |
| AE Wealth Management LLC | 0.39% | Add +18.6% | 1,830,154 | $42.9M |
| Wells Fargo & Company | 0.01% | Add +20.9% | 1,787,401 | $41.9M |
| Heirloom Wealth Management | 12.86% | Add +2.6% | 1,758,366 | $41.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.18% | Add +25.6% | 1,737,710 | $40.9M |
| Foster Group, Inc. | 1.50% | Reduce -2.6% | 1,710,998 | $40.1M |
| Cwm, LLC | 0.16% | Reduce -2.7% | 1,629,664 | $38.2M |
| Park Avenue Securities LLC | 0.42% | Add +10.3% | 1,590,071 | $37.3M |
| Thrivent Financial for Lutherans | 0.07% | Add +280.3% | 1,494,812 | $35.1M |
| MML Investors Services, LLC | 0.13% | Add +21.4% | 1,476,217 | $34.6M |
| NorthCoast Asset Management LLC | 0.24% | New | 1,474,071 | $34.4M |
| Verum Partners LLC | 10.11% | Add +6.2% | 1,467,582 | $34.4M |
| Envestnet Portfolio Solutions, Inc. | 0.11% | Add +2.2% | 1,445,731 | $33.9M |
| Bank of New York Mellon Corp | 0.01% | Reduce -11.3% | 1,361,986 | $31.9M |
| Blueprint Investment Partners LLC | 5.45% | Add +121.8% | 1,281,172 | $30.0M |
| Capital Planning Advisors, LLC | 4.44% | Reduce -24.0% | 1,252,850 | $29.4M |
| US Bancorp \de | 0.04% | Reduce -0.2% | 1,250,582 | $29.3M |
| McKinley Carter Wealth Services, Inc. | 1.75% | Add +2.7% | 1,235,004 | $29.0M |
| Heck Capital Advisors, LLC | 3.32% | Add +3.5% | 1,227,670 | $28.8M |
| Acorns Advisers, LLC | 0.27% | Add +5.0% | 1,164,163 | $27.3M |
| Rockefeller Capital Management L.P. | 0.07% | Add +4.7% | 1,129,671 | $26.5M |
| Bailard, Inc. | 0.69% | Reduce -31.6% | 1,127,051 | $26.4M |
| Global Retirement Partners, LLC | 0.79% | Reduce -17.0% | 1,120,374 | $26.3M |
| Pacific Wealth Management | 11.85% | New | 1,086,614 | $25.5M |
| Crane Advisory, LLC | 4.58% | Add +0.4% | 1,097,675 | $25.3M |
| Schmidt P J Investment Management Inc. | 4.17% | Add +4.0% | 1,030,861 | $24.2M |
| Johnson Bixby & Associates, LLC | 3.66% | Reduce -8.8% | 1,025,373 | $24.0M |
| St Germain D J Co. Inc. | 1.04% | Add +12.4% | 963,836 | $22.6M |
| Dodds Wealth, LLC | 7.48% | New | 975,375 | $22.4M |
| Financial Advocates Investment Management | 1.26% | Add +17.5% | 951,364 | $22.3M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -14.6% | 923,968 | $21.7M |
| Roberts Financial Services LLC | 4.00% | Add +2.2% | 910,810 | $21.4M |
| Stifel Financial Corp. | 0.02% | Add +0.6% | 905,118 | $21.2M |
| 1607 Capital Partners, LLC | 1.94% | Add +10.7% | 903,792 | $21.2M |
| Hoese & Co LLP | 17.13% | Reduce -2.4% | 871,845 | $20.4M |
| Source Financial Advisors LLC | 6.03% | Add +1.3% | 870,969 | $20.4M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +5.8% | 821,988 | $19.3M |
| Perigon Wealth Management, LLC | 0.51% | Reduce -1.3% | 813,179 | $19.1M |
| Cutler Investment Counsel LLC | 2.40% | Add +15.7% | 810,455 | $19.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +100.3% | 795,670 | $18.7M |
| Cerity Partners LLC | 0.04% | Add +7.7% | 794,410 | $18.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +0.5% | 792,603 | $18.6M |
| Private Advisor Group, LLC | 0.12% | Add +3.1% | 790,095 | $18.5M |
| Cambridge Associates LLC /Ma/ | 0.69% | Add +7.8% | 785,320 | $18.4M |
| Arcadia Wealth Management, LLC | 9.42% | New | 765,175 | $17.9M |
| Cook Wealth, LLC | 8.94% | Add +1.4% | 779,848 | $17.8M |
| Bartlett & Co. Wealth Management LLC | 0.25% | Add +19.4% | 755,885 | $17.7M |
| Annandale Capital, LLC | 3.51% | Add +3.5% | 748,715 | $17.6M |
| Lifeworks Advisors, LLC | 3.40% | Add +33.6% | 737,514 | $17.3M |
| Seneca Financial Advisors LLC | 8.30% | Add +6.0% | 727,620 | $17.1M |
| SeaBridge Investment Advisors LLC | 4.02% | Reduce -3.7% | 699,811 | $16.4M |
| Access Financial Services, Inc. | 7.28% | Reduce -2.8% | 677,046 | $15.9M |
| Integrated Wealth Concepts LLC | 0.19% | Reduce -3.1% | 659,941 | $15.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.34% | Add +14.2% | 649,354 | $15.2M |
| Envision Financial Planning, LLC | 7.96% | New | 644,386 | $15.1M |
| Trilogy Capital Inc. | 0.75% | Add +4.2% | 632,711 | $14.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.9% | 615,983 | $14.4M |
| Bernardo Wealth Planning LLC | 3.44% | Add +11.3% | 615,788 | $14.2M |
| Equitable Holdings, Inc. | 0.13% | Add +11.8% | 591,629 | $13.9M |
| Gibbs Wealth Management | 4.44% | Add +15.5% | 584,308 | $13.7M |
| Spectrum Strategic Capital Management, LLC | 9.27% | Reduce -1.2% | 582,523 | $13.7M |
| Raymond James & Associates | 0.01% | Add +40.5% | 577,572 | $13.5M |
| Occidental Asset Management, LLC | 2.13% | Add +6.7% | 564,121 | $13.2M |
| Strategic Blueprint, LLC | 0.77% | Add +14.9% | 528,894 | $12.4M |
| Montecito Bank & Trust | 2.11% | Add +15.1% | 528,106 | $12.4M |
| Key Financial Inc | 2.70% | Add +8.1% | 521,422 | $12.2M |
| Wealthspire Advisors, LLC | 0.12% | Reduce -10.3% | 517,286 | $12.1M |
| Topel & Distasi Wealth Management, LLC | 5.02% | Add +0.8% | 516,256 | $12.1M |
| Seascape Capital Management | 4.25% | Reduce -3.8% | 508,895 | $11.9M |
| Mariner, LLC | 0.02% | Add +62.5% | 508,320 | $11.9M |
| SCS Capital Management LLC | 0.24% | Add +47.9% | 499,857 | $11.7M |
| Clear Creek Financial Management, LLC | 1.31% | Add +23.7% | 492,535 | $11.5M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -13.4% | 489,908 | $11.5M |
| Bank of Montreal | 0.01% | Add +762.0% | 485,280 | $11.4M |
| Northwest & Ethical Investments L.P. | 0.30% | No change | 486,200 | $11.4M |
| Snider Financial Group | 4.09% | Add +20.4% | 476,032 | $11.2M |
| Atria Investments, Inc | 0.14% | Add +42.4% | 473,212 | $11.1M |
| Cerity Partners OCIO LLC | 0.89% | Add +3.7% | 469,919 | $11.0M |
| Anfield Capital Management, LLC | 4.19% | Add +5.4% | 469,152 | $11.0M |
| Avalon Capital Management | 3.28% | Add +4.5% | 461,801 | $10.8M |
| NewEdge Advisors, LLC | 0.07% | Add +13.5% | 459,396 | $10.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -64.1% | 454,882 | $10.7M |
| Geneos Wealth Management Inc. | 0.40% | Add +2.3% | 443,878 | $10.4M |
| Phoenix Financial Ltd. | 0.15% | Add +31.0% | 437,349 | $10.2M |
| Klaas Financial Asset Advisors, LLC | 1.77% | Reduce -2.6% | 435,981 | $10.2M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -3.7% | 429,429 | $10.1M |
| Farther Finance Advisors, LLC | 0.37% | Add +11.1% | 415,111 | $9.7M |
| Hilltop Holdings Inc. | 0.63% | Add +9.6% | 410,200 | $9.6M |
| Optas, LLC | 2.21% | Add +0.7% | 409,956 | $9.6M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.39% | Add +3.6% | 400,157 | $9.4M |
| Bull Oak Capital, LLC | 5.16% | Add +69.6% | 383,393 | $9.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.20% | Reduce -1.6% | 379,132 | $8.9M |
| Regency Capital Management Inc.\DE | 4.77% | Add +1729.4% | 369,877 | $8.7M |
| Meridian Wealth Management, LLC | 0.43% | Add +22.3% | 369,326 | $8.7M |
| Brophy Wealth Management, LLC | 3.10% | — | 368,818 | $8.6M |
| IFG Advisory, LLC | 0.55% | Add +29.6% | 367,824 | $8.6M |
| Cresset Asset Management, LLC | 0.03% | New | 358,840 | $8.4M |
| Crestmont Private Wealth LLC | 3.66% | Add +5.3% | 357,038 | $8.4M |
| Skyline Advisors, Inc. | 3.37% | Reduce -0.9% | 349,423 | $8.2M |
| Parallel Advisors, LLC | 0.19% | Add +145.7% | 347,212 | $8.1M |
| Wilmington Savings Fund Society, FSB | 0.14% | New | 342,760 | $8.0M |
| Foundations Investment Advisors, LLC | 0.17% | Add +5.3% | 340,500 | $8.0M |
| JT Stratford LLC | 1.36% | Add +0.6% | 338,964 | $7.9M |
| Center For Asset Management LLC | 4.75% | Add +2.4% | 338,851 | $7.9M |
| Mma Asset Management LLC | 2.07% | Add +7.1% | 330,325 | $7.7M |
| Citadel Advisors | 0.01% | Add +708.9% | 329,746 | $7.7M |
| Allspring Global Investments Holdings, LLC | 0.01% | Add +9.0% | 326,354 | $7.7M |
| Westshore Wealth, LLC | 3.12% | Add +2.8% | 324,389 | $7.6M |
| Cornerstone National Bank & Trust Co | 3.42% | Reduce -7.5% | 323,008 | $7.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +2.6% | 322,152 | $7.6M |
| Scotia Capital Inc. | 0.04% | Add +5.9% | 321,544 | $7.5M |
| 4J Wealth Management LLC | 5.78% | Add +0.4% | 318,402 | $7.5M |
| Paladin Advisory Group, LLC | 5.46% | Add +2.7% | 315,780 | $7.4M |
| Greenline Partners, LLC | 1.05% | Add +5.6% | 314,371 | $7.4M |
| Strategic Investment Advisors / MI | 0.81% | Add +3.9% | 314,148 | $7.4M |
| Drive Wealth Management, LLC | 1.92% | Add +23.4% | 313,800 | $7.4M |
| Highline Wealth Partners LLC | 2.39% | Add +51.5% | 304,459 | $7.1M |
| Armstrong Advisory Group, Inc. | 0.57% | Reduce -0.5% | 295,581 | $6.9M |
| Compagnie Lombard Odier SCmA | 0.10% | Add +28.9% | 288,159 | $6.8M |
| Sowell Financial Services LLC | 0.31% | Add +43.6% | 287,262 | $6.7M |
| Barclays PLC | 0.00% | Reduce -3.0% | 276,355 | $6.5M |
| HSBC Holdings PLC | 0.00% | Reduce -53.6% | 268,192 | $6.3M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +10.2% | 263,385 | $6.2M |
| Avantax Advisory Services, Inc. | 0.04% | Add +19.6% | 262,971 | $6.2M |
| Kestra Investment Management, LLC | 0.26% | Add +16.3% | 261,409 | $6.1M |
| Regal Investment Advisors LLC | 0.42% | Reduce -50.1% | 255,059 | $6.0M |
| Crabel Capital Management, LLC | 4.19% | Add +127.4% | 254,007 | $6.0M |
| Dentgroup LLC | 4.40% | New | 251,114 | $5.9M |
| Beacon Bridge Wealth Partners, LLC | 2.51% | Reduce -0.1% | 249,356 | $5.8M |
| Proquility Private Wealth Partners, LLC | 1.84% | Add +9.1% | 244,359 | $5.7M |
| Portside Wealth Group, LLC | 0.96% | Add +11.9% | 240,417 | $5.6M |
| Modern Wealth Management, LLC | 0.34% | Add +30.1% | 239,135 | $5.6M |
| Stewardship Advisors, LLC | 1.56% | Reduce -2.2% | 235,601 | $5.5M |
| Anderson Hoagland & Co. | 0.55% | Add +3.1% | 234,106 | $5.4M |
| AdvisorNet Financial, Inc | 0.40% | Add +4.1% | 229,432 | $5.4M |
| CW Advisors, LLC | 0.07% | Add +0.2% | 229,340 | $5.4M |
| Comerica Bank | 0.02% | Add +1.8% | 225,282 | $5.3M |
| Synovus Financial Corp. | 0.06% | Reduce -4.1% | 216,588 | $5.1M |
| Mather Group, Llc. | 0.07% | Reduce -12.1% | 216,537 | $5.1M |
| Principal Securities, Inc. | 0.12% | Add +10.2% | 216,333 | $5.1M |
| Diversify Advisory Services, LLC | 0.26% | Add +19.0% | 214,242 | $4.9M |
| Phoenix Wealth Advisors | 2.19% | Add +10.4% | 200,859 | $4.7M |
| Paragon Capital Management Inc. | 3.44% | Reduce -2.0% | 199,029 | $4.7M |
| Tiaa Trust, National Association | 0.01% | Add +155.2% | 196,168 | $4.6M |
| Interactive Financial Advisors, Inc. | 2.33% | Add +1.9% | 193,133 | $4.5M |
| Private Trust Co. NA | 0.45% | Add +8.6% | 190,356 | $4.5M |
| One Day In July LLC | 0.50% | Reduce -6.2% | 188,116 | $4.4M |
| Diversify Wealth Management, LLC | 0.40% | Add +31.5% | 183,491 | $4.2M |
| Ullmann Wealth Partners Group, LLC | 0.54% | Reduce -1.0% | 178,499 | $4.2M |
| Ashford Capital Management Inc. | 0.52% | Reduce -3.5% | 176,657 | $4.1M |
| Dynamic Advisor Solutions LLC | 0.12% | Add +2.3% | 176,251 | $4.1M |
| CreativeOne Wealth, LLC | 0.14% | Add +114.6% | 176,153 | $4.1M |
| Sharkey, Howes & Javer | 0.56% | Add +5.1% | 168,817 | $4.0M |
| Vantage Financial Partners, LLC | 0.97% | Reduce -48.2% | 166,587 | $3.9M |
| Cibc World Market Inc. | 0.01% | Add +19.3% | 165,943 | $3.9M |
| Jane Street Group, LLC | 0.01% | Add +245.4% | 165,791 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +41.0% | 162,976 | $3.8M |
| Financial Management Network Inc. | 0.80% | Add +81.6% | 165,214 | $3.8M |
| Fifth Third Securities, Inc. | 0.36% | Reduce -2.1% | 160,941 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +15.4% | 159,594 | $3.7M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +15.4% | 159,594 | $3.7M |
| PFG Investments, LLC | 0.24% | Add +6.7% | 159,525 | $3.7M |
| Capital Investment Counsel, LLC | 0.64% | Reduce -17.4% | 158,598 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -26.2% | 157,902 | $3.7M |
| Sterling Financial Planning, Inc. | 1.35% | Add +5.4% | 156,601 | $3.7M |
| Choreo, LLC | 0.05% | Reduce -2.9% | 155,865 | $3.7M |
| Creative Planning | 0.00% | Reduce -29.3% | 154,403 | $3.6M |
| KWB Wealth | 0.46% | Reduce -4.8% | 156,339 | $3.5M |
| Catalina Capital Group, LLC | 1.20% | Add +3.9% | 150,233 | $3.5M |
| Focus Financial Network, Inc. | 0.14% | Add +116.1% | 149,990 | $3.5M |
| First Pacific Financial | 0.82% | Add +1.5% | 148,576 | $3.5M |
| SteelPeak Wealth, LLC | 0.15% | Add +4.2% | 148,516 | $3.5M |
| Smith Thornton Advisors LLC | 2.24% | Reduce -1.4% | 145,338 | $3.4M |
| FFG Retirement Advisors LLC | 2.22% | Add +10.0% | 145,197 | $3.4M |
| Old Mission Capital LLC | 0.07% | New | 144,251 | $3.4M |
| Olde Wealth Management, LLC | 1.20% | Add +8.9% | 142,556 | $3.3M |
| Element Wealth, LLC | 1.75% | Add +4.0% | 140,847 | $3.3M |
| Fortitude Advisory Group L.L.C. | 2.06% | No change | 139,458 | $3.3M |
| CFS Investment Advisory Services, LLC | 0.27% | Reduce -6.6% | 139,044 | $3.3M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +1.6% | 138,874 | $3.3M |
| Dorsey & Whitney Trust CO LLC | 0.17% | No change | 134,000 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -28.4% | 131,529 | $3.1M |
| Addison Capital Co | 1.24% | Add +23.9% | 131,370 | $3.1M |
| LVW Advisors, LLC | 0.39% | Add +3.5% | 128,233 | $3.0M |
| Swmg, LLC | 1.22% | Add +10.8% | 130,559 | $3.0M |
| Ascent Group, LLC | 0.22% | Reduce -1.9% | 121,706 | $2.9M |
| Axiom Advisory, LLC | 0.03% | Add +38.2% | 121,138 | $2.8M |
| Sollinda Capital Management LLC | 0.79% | Reduce -0.4% | 119,459 | $2.8M |
| Shared Vision Wealth Group LLC | 1.48% | Add +10.9% | 118,019 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -41.7% | 115,049 | $2.7M |
| WealthCare Investment Partners, LLC | 1.15% | Add +7.7% | 113,615 | $2.6M |
| Pictet Asset Management Holding SA | 0.00% | Reduce -24.7% | 108,556 | $2.5M |
| Morningstar Investment Services LLC | 0.03% | Add +0.8% | 104,929 | $2.5M |
| Shelter Mutual Insurance Co | 0.57% | Add +119.3% | 105,250 | $2.4M |
| Simplicity Wealth,LLC | 0.22% | Add +12.0% | 101,175 | $2.4M |
| Western Financial Corp | 1.34% | Reduce -37.5% | 100,653 | $2.4M |
| Intelligence Driven Advisers, LLC | 0.33% | Reduce -3.1% | 99,470 | $2.3M |
| Merit Financial Group, LLC | 0.05% | Add +388.0% | 99,321 | $2.3M |
| MA Private Wealth | 0.44% | Reduce -14.3% | 99,246 | $2.3M |
| Shira Ridge Wealth Management | 1.19% | New | 99,155 | $2.3M |
| Citigroup Inc. | 0.00% | Reduce -0.3% | 98,086 | $2.3M |
| Brookstone Capital Management | 0.03% | Add +2.6% | 96,304 | $2.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.8% | 96,048 | $2.3M |
| Twele Capital Management, Inc. | 0.47% | Add +23.1% | 95,735 | $2.2M |
| BNP Paribas | 0.09% | Reduce -2.6% | 92,932 | $2.2M |
| Capital Investment Advisory Services, LLC | 0.21% | Reduce -0.6% | 92,891 | $2.2M |
| GAMMA Investing LLC | 0.22% | Add +258.9% | 92,810 | $2.2M |
| National Bank of Canada | 0.00% | Add +9.4% | 92,741 | $2.2M |
| Blue Edge Capital, LLC | 0.33% | New | 91,411 | $2.1M |
| Calton & Associates, Inc. | 0.80% | New | 89,301 | $2.1M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +89.2% | 86,777 | $2.0M |
| AtlasMark Financial, Inc | 1.84% | — | 84,312 | $2.0M |
| Keel Point, LLC | 0.16% | Reduce -2.2% | 84,120 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Add +13.7% | 83,697 | $2.0M |
| Prudential Financial Inc. | 0.00% | Reduce -0.9% | 84,100 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.34% | Add +0.6% | 81,351 | $1.9M |
| Heritage Wealth Management, Inc. | 1.72% | Reduce -2.0% | 81,274 | $1.9M |
| Family Firm, Inc. | 0.41% | Add +24.4% | 79,647 | $1.9M |
| Focus Partners Wealth | 0.01% | New | 79,611 | $1.9M |
| Wesbanco Bank Inc. | 0.06% | No change | 79,262 | $1.9M |
| Dynasty Wealth Management, LLC | 0.06% | New | 36,630 | $1.8M |
| Waterloo Capital, L.P. | 0.20% | Add +52.5% | 78,389 | $1.8M |
| ORG Partners LLC | 0.29% | Add +1.3% | 77,929 | $1.8M |
| Prospera Financial Services Inc | 0.05% | Reduce -18.0% | 77,174 | $1.8M |
| Liberty Wealth Management LLC | 0.31% | Reduce -19.2% | 77,091 | $1.8M |
| High Falls Advisors, Inc | 0.41% | Add +23.5% | 76,064 | $1.8M |
| Spire Wealth Management | 0.06% | Add +13.7% | 75,792 | $1.8M |
| Eight 31 Financial, LLC | 1.36% | Reduce -6.5% | 74,944 | $1.8M |
| Advus Financial Partners, LLC | 0.50% | Reduce -6.9% | 74,652 | $1.8M |
| Client 1ST Advisory Group, LLC | 0.69% | Reduce -29.0% | 74,153 | $1.7M |
| TSA Wealth Managment LLC | 0.69% | Add +2.0% | 73,102 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.12% | Add +7.3% | 72,950 | $1.7M |
| Trek Financial, LLC | 0.13% | Reduce -7.2% | 72,170 | $1.7M |
| Greenleaf Trust | 0.01% | Reduce -8.2% | 70,795 | $1.7M |
| BIP Wealth, LLC | 0.11% | Add +164.9% | 69,732 | $1.6M |
| Blue Trust, Inc. | 0.02% | Reduce -1.6% | 72,336 | $1.6M |
| Avondale Wealth Management | 1.04% | Reduce -11.9% | 68,352 | $1.6M |
| Austin Private Wealth, LLC | 0.16% | Add +1.1% | 68,273 | $1.6M |
| Stonekeep Investments, LLC | 1.23% | Add +66.5% | 68,027 | $1.6M |
| Verdence Capital Advisors LLC | 0.13% | Add +7.7% | 67,600 | $1.6M |
| PFG Advisors | 0.10% | Add +5.2% | 67,585 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -42.0% | 66,919 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +1.8% | 66,781 | $1.6M |
| Alera Investment Advisors, LLC | 0.18% | Add +3.4% | 66,148 | $1.6M |
| Icon Wealth Advisors, LLC | 0.13% | Reduce -1.7% | 65,823 | $1.5M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -20.3% | 65,160 | $1.5M |
| Twin Peaks Wealth Advisors, LLC | 0.70% | Add +433.1% | 64,690 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +20.1% | 64,642 | $1.5M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +8.6% | 64,012 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.41% | Add +2.1% | 63,857 | $1.5M |
| TNF LLC | 0.54% | Reduce -2.4% | 65,132 | $1.5M |
| TFB Advisors LLC | 0.44% | Add +2.9% | 63,452 | $1.5M |
| Wealthfront Advisers LLC | 0.00% | Add +8.2% | 63,186 | $1.5M |
| WCG Wealth Advisors LLC | 0.10% | Add +247.8% | 61,744 | $1.4M |
| PAX Financial Group, LLC | 0.26% | Add +3.4% | 60,819 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.04% | Add +0.1% | 60,225 | $1.4M |
| Inspire Advisors, LLC | 0.17% | Add +33.8% | 59,968 | $1.4M |
| Perennial Investment Advisors, LLC | 0.18% | Add +1.7% | 59,743 | $1.4M |
| Ascent Wealth Partners, LLC | 0.19% | Reduce -4.1% | 59,195 | $1.4M |
| Concourse Financial Group Securities, Inc. | 0.08% | Add +4.3% | 59,114 | $1.4M |
| Thrive Capital Management, LLC | 0.64% | Reduce -9.2% | 57,838 | $1.4M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +1.1% | 57,041 | $1.3M |
| Cosner Financial Group, LLC | 0.85% | No change | 56,292 | $1.3M |
| Financial Network Wealth Advisors LLC | 1.09% | Reduce -9.9% | 56,188 | $1.3M |
| Van Hulzen Asset Management, LLC | 0.09% | Reduce -3.1% | 55,694 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +145.9% | 55,611 | $1.3M |
| One Wealth Advisors, LLC | 0.20% | New | 54,192 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.11% | Add +147.3% | 54,041 | $1.3M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -11.7% | 53,785 | $1.3M |
| Bank of Marin | 1.00% | Add +25.7% | 52,732 | $1.2M |
| Brasada Capital Management, LP | 0.21% | Reduce -12.8% | 52,180 | $1.2M |
| Paragon Private Wealth Management, LLC | 0.60% | Add +2.7% | 51,710 | $1.2M |
| Roble, Belko & Company, Inc | 0.19% | No change | 51,412 | $1.2M |
| Alliance Wealth Advisors, LLC | 0.32% | Add +1.0% | 51,305 | $1.2M |
| Good Life Advisors, LLC | 0.07% | New | 51,270 | $1.2M |
| Alterna Wealth Management, Inc. | 1.08% | Add +7.3% | 51,253 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.20% | Add +44.7% | 51,128 | $1.2M |
| Certus Wealth Management, LLC | 0.82% | Add +19.7% | 50,372 | $1.2M |
| Willis Johnson & Associates, Inc. | 0.09% | Add +1.0% | 50,281 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +413.3% | 50,047 | $1.2M |
| Rothschild Wealth LLC | 0.35% | Add +81.2% | 32,920 | $1.2M |
| Financial Partners Group, Inc | 0.17% | Add +17.4% | 49,289 | $1.2M |
| UMB Bank, n.a. | 0.02% | Add +12.6% | 48,501 | $1.1M |
| SigFig Wealth Management, LLC | 0.04% | Add +1.7% | 47,644 | $1.1M |
| Marshall Financial Group, LLC | 0.26% | New | 46,966 | $1.1M |
| Quadrature Capital Ltd | 0.02% | Add +368.8% | 46,607 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +4.2% | 46,511 | $1.1M |
| Ascentis Independent Advisors | 0.17% | Add +139.0% | 46,214 | $1.1M |
| Raymond James Trust N.A. | 0.02% | No change | 45,994 | $1.1M |
| Stableford Capital II LLC | 0.43% | Add +9.1% | 46,538 | $1.1M |
| Norden Group LLC | 0.12% | Add +1.1% | 44,875 | $1.1M |
| Two Sigma Securities, LLC | 0.08% | Add +365.6% | 44,761 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.23% | No change | 44,571 | $1.0M |
| Vermillion & White Wealth Management Group, LLC | 0.77% | Reduce -3.0% | 44,276 | $1.0M |
| Apollon Wealth Management, LLC | 0.03% | Add +0.9% | 43,438 | $1.0M |
| Copperleaf Capital, LLC | 0.77% | Reduce -0.1% | 43,074 | $1.0M |
| Leavell Investment Management, Inc. | 0.05% | Reduce -19.0% | 42,435 | $995K |
| Summit Wealth Group, LLC | 0.29% | Add +8.7% | 42,309 | $992K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +15.6% | 42,238 | $990K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -4.3% | 42,210 | $990K |
| True Vision MN LLC | 0.59% | Add +3.0% | 41,795 | $980K |
| Belpointe Asset Management LLC | 0.06% | Add +277.1% | 41,691 | $978K |
| JB Capital LLC | 0.06% | Add +0.8% | 41,624 | $976K |
| Verus Capital Partners, LLC | 0.10% | Add +7.0% | 41,502 | $973K |
| Westfuller Advisors, LLC | 0.69% | — | 41,227 | $967K |
| First Horizon Advisors, Inc. | 0.03% | Add +7.9% | 41,171 | $966K |
| Independent Financial Group, LLC | 0.04% | Add +64.6% | 41,035 | $962K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -7.3% | 39,969 | $935K |
| Balentine LLC | 0.04% | New | 39,514 | $927K |
| &partners | 0.02% | New | 39,531 | $927K |
| Hoxton Planning & Management, LLC | 0.36% | Add +4.3% | 39,354 | $923K |
| Spectrum Wealth Counsel, LLC | 0.11% | Add +7.8% | 39,092 | $917K |
| Bay Harbor Wealth Management, LLC | 0.30% | Reduce -0.5% | 38,869 | $911K |
| Baker Tilly Wealth Management, LLC | 0.40% | Reduce -1.0% | 38,425 | $901K |
| Foster & Motley Inc. | 0.06% | Reduce -2.0% | 37,942 | $890K |
| Elevated Capital Advisors, LLC | 0.23% | New | 37,635 | $883K |
| Pacific Financial Group Inc. | 0.65% | Reduce -3.8% | 37,587 | $881K |
| Csenge Advisory Group | 0.05% | Add +30.6% | 38,243 | $880K |
| Signal Advisors Wealth, LLC | 0.12% | New | 37,160 | $871K |
| FourThought Financial Partners, LLC | 0.10% | No change | 37,120 | $870K |
| DMC Group, LLC | 0.70% | Add +7.8% | 36,883 | $865K |
| Net Worth Advisory Group | 0.26% | — | 36,783 | $863K |
| CENTRAL TRUST Co | 0.02% | Add +623.8% | 36,550 | $857K |
| Stonehearth Capital Management, LLC | 0.34% | Add +55.3% | 36,459 | $855K |
| IHT Wealth Management, LLC | 0.02% | Add +63.0% | 36,318 | $852K |
| WealthShield Partners, LLC | 0.11% | Reduce -0.2% | 35,690 | $837K |
| Ade, LLC | 0.50% | Add +26.5% | 34,412 | $807K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -3.3% | 34,229 | $803K |
| Costello Asset Management, INC | 0.53% | New | 33,881 | $795K |
| Stokes Family Office, LLC | 0.09% | Add +1.2% | 33,765 | $792K |
| RHS Financial, LLC | 0.40% | Add +12.1% | 33,750 | $791K |
| Invst, LLC | 0.09% | Reduce -27.9% | 33,417 | $784K |
| Summit X, LLC | 0.19% | Reduce -2.9% | 34,654 | $782K |
| National Wealth Management Group, LLC | 0.53% | Add +12.0% | 33,290 | $781K |
| Wedbush Securities Inc. | 0.03% | Reduce -1.4% | 32,994 | $774K |
| Cahaba Wealth Management, Inc. | 0.06% | Reduce -0.5% | 32,583 | $764K |
| RFG Advisory, LLC | 0.02% | Reduce -19.7% | 32,345 | $758K |
| Cherrydale Wealth Management, LLC | 0.31% | Add +4.8% | 32,076 | $752K |
| Triad Wealth Partners, LLC | 0.40% | Add +210.4% | 32,076 | $752K |
| Clifford Group, LLC | 0.58% | Add +2.8% | 31,986 | $750K |
| Stone House Investment Management, LLC | 0.15% | Add +3.6% | 31,467 | $738K |
| Betterment LLC | 0.00% | Add +5.5% | 31,265 | $733K |
| Strategic Financial Concepts, LLC | 0.23% | Reduce -96.3% | 31,028 | $728K |
| Lido Advisors, LLC | 0.01% | Reduce -21.9% | 30,863 | $724K |
| Lane & Associates LLC | 0.39% | Add +1.0% | 30,771 | $722K |
| United Advisor Group, LLC | 0.16% | New | 30,674 | $719K |
| Maripau Wealth Management LLC | 0.62% | Reduce -6.5% | 30,594 | $717K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -4.1% | 29,603 | $694K |
| Corient Private Wealth LP | 0.00% | Reduce -11.4% | 29,235 | $686K |
| Columbia Bank | 0.25% | Reduce -35.2% | 28,924 | $678K |
| Independent Wealth Network Inc. | 0.30% | Reduce -7.9% | 28,757 | $674K |
| Moors & Cabot, Inc. | 0.03% | Reduce -6.3% | 28,727 | $674K |
| Heritage Family Offices, LLP | 0.34% | Add +0.6% | 27,995 | $656K |
| Empirical Asset Management, LLC | 0.23% | Add +0.6% | 83,288 | $652K |
| First Heartland Consultants, Inc. | 0.07% | Add +8.7% | 27,528 | $646K |
| Coppell Advisory Solutions LLC | 0.09% | Reduce -2.3% | 27,424 | $645K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -14.6% | 27,480 | $644K |
| World Investment Advisors | 0.02% | Add +52.4% | 27,417 | $643K |
| Oakworth Capital, Inc. | 0.04% | Reduce -2.1% | 27,253 | $639K |
| Franklin Resources Inc. | 0.00% | Add +5.3% | 27,228 | $626K |
| Petix & Botte Co | 0.17% | Reduce -0.1% | 26,541 | $622K |
| Coldstream Capital Management Inc. | 0.01% | Add +9.2% | 26,499 | $621K |
| Cadinha & Co. LLC | 0.11% | Reduce -1.8% | 26,438 | $620K |
| Stelac Advisory Services LLC | 0.25% | No change | 26,437 | $620K |
| Flow Traders U.S. LLC | 0.03% | New | 26,306 | $617K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +1.5% | 26,247 | $615K |
| Darden Wealth Group Inc | 0.44% | No change | 25,929 | $608K |
| Captrust Financial Advisors | 0.00% | Add +28.4% | 25,587 | $600K |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.5% | 25,307 | $593K |
| Cahill Financial Advisors Inc. | 0.08% | Reduce -82.3% | 25,225 | $592K |
| Advisory Services Network, LLC | 0.01% | No change | 26,196 | $591K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.2% | 25,163 | $590K |
| Gotham Asset Management | 0.01% | Add +4.2% | 25,061 | $588K |
| NewEdge Wealth, LLC | 0.01% | New | 24,985 | $586K |
| Cobblestone Asset Management LLC | 0.35% | Reduce -2.9% | 24,952 | $585K |
| Mosley Wealth Management | 0.39% | Add +2.5% | 25,181 | $577K |
| Syntax Research, Inc. | 0.39% | Add +0.7% | 24,435 | $573K |
| Waverly Advisors, LLC | 0.01% | Reduce -3.8% | 24,262 | $569K |
| West Wealth Group, LLC | 0.18% | Reduce -0.7% | 24,200 | $567K |
| Destiny Wealth Partners, LLC | 0.10% | No change | 24,030 | $564K |
| Petra Financial Advisors Inc. | 0.37% | No change | 23,978 | $562K |
| Western Wealth Management, LLC | 0.03% | Add +77.1% | 23,921 | $561K |
| Creative Financial Designs Inc. | 0.05% | Reduce -23.2% | 23,815 | $558K |
| Tempus Wealth Planning, LLC | 0.20% | Reduce -6.4% | 23,802 | $558K |
| Prosperity Financial Group, Inc. | 0.31% | Add +133.0% | 23,630 | $554K |
| Wallace Advisory Group, LLC | 0.41% | No change | 24,543 | $554K |
| Centurion Wealth Management LLC | 0.17% | — | 23,184 | $544K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -59.2% | 23,181 | $544K |
| Roundview Capital LLC | 0.04% | Reduce -1.9% | 23,030 | $540K |
| Pinion Investment Advisors, LLC | 0.23% | Add +59.8% | 23,006 | $539K |
| Canandaigua National Trust Co of Florida | 0.46% | — | 22,840 | $536K |
| Integrated Advisors Network LLC | 0.03% | Add +6.1% | 22,683 | $532K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -1.8% | 22,668 | $532K |
| Americana Partners, LLC | 0.04% | Add +4.7% | 22,530 | $528K |
| HBK Sorce Advisory LLC | 0.02% | Add +1.0% | 22,168 | $520K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -46.6% | 21,739 | $510K |
| Keystone Financial Group | 0.06% | New | 21,070 | $494K |
| DAVENPORT & Co LLC | 0.00% | New | 21,034 | $493K |
| ONE Advisory Partners, LLC | 0.21% | Reduce -0.0% | 20,832 | $489K |
| Premier Path Wealth Partners, LLC | 0.08% | Add +20.1% | 20,503 | $481K |
| Lake Street Advisors Group, LLC | 0.02% | Add +2.4% | 20,402 | $478K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -0.9% | 20,159 | $473K |
| Rinkey Investments | 0.15% | Add +7.0% | 19,879 | $466K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -54.9% | 19,808 | $465K |
| Arkadios Wealth Advisors | 0.03% | Add +7.0% | 19,521 | $458K |
| Prudent Investors Network, Inc. | 0.14% | Reduce -13.2% | 19,503 | $457K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +155.3% | 19,371 | $454K |
| Hara Capital LLC | 0.28% | Reduce -23.9% | 19,233 | $451K |
| Transcend Capital Advisors, LLC | 0.03% | Add +3.8% | 19,180 | $450K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -30.1% | 18,944 | $444K |
| FineMark National Bank & Trust | 0.02% | Reduce -43.0% | 18,627 | $437K |
| Capital Analysts, LLC | 0.02% | Add +23.5% | 18,582 | $436K |
| NBT Bank, N.A. | 0.03% | Reduce -4.0% | 18,547 | $435K |
| IRON Financial LLC | 0.23% | Reduce -71.5% | 18,141 | $425K |
| Silver Oak Securities, Incorporated | 0.04% | New | 17,772 | $418K |
| Mach-1 Financial Group, LLC | 0.26% | New | 17,807 | $418K |
| Gateway Wealth Partners, LLC | 0.12% | New | 17,794 | $417K |
| Blair William & Co. | 0.00% | Add +5.5% | 17,549 | $412K |
| Rhumbline Advisers | 0.00% | No change | 17,410 | $408K |
| Two West Capital Advisors LLC | 0.33% | Reduce -14.6% | 17,346 | $407K |
| KMG Fiduciary Partners, LLC | 0.03% | Add +0.6% | 17,245 | $404K |
| SageView Advisory Group, LLC | 0.02% | New | 17,045 | $400K |
| Burke & Herbert Bank & Trust Co. | 0.09% | No change | 17,021 | $399K |
| Centaurus Financial, Inc. | 0.03% | Add +170.9% | 16,953 | $398K |
| Brown Brothers Harriman & Co. | 0.00% | New | 16,941 | $397K |
| IFP Advisors, Inc | 0.01% | Reduce -9.9% | 16,907 | $396K |
| Carolinas Wealth Consulting LLC | 0.07% | Add +0.5% | 16,866 | $395K |
| Bank Ozk | 0.16% | New | 16,619 | $390K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.3% | 16,501 | $387K |
| Angeles Wealth Management, LLC | 0.03% | No change | 16,442 | $386K |
| BOS Asset Management, LLC | 0.14% | Add +37.3% | 16,162 | $379K |
| Spectrum Planning & Advisory Services Inc. | 0.36% | Reduce -36.8% | 16,111 | $378K |
| Delta Asset Management LLC | 0.03% | No change | 16,084 | $377K |
| WR Wealth Planners, LLC | 0.10% | Add +13.0% | 16,029 | $376K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -14.1% | 15,931 | $374K |
| MIdWestOne Financial Group, Inc. | 0.05% | Reduce -18.7% | 15,882 | $372K |
| BCGM Wealth Management, LLC | 0.12% | Reduce -10.3% | 15,755 | $369K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | Reduce -32.9% | 15,568 | $365K |
| Charter Oak Capital Management, LLC | 0.03% | Add +1.9% | 15,420 | $362K |
| Triumph Capital Management | 0.13% | Reduce -15.5% | 15,390 | $361K |
| Columbus Macro, LLC | 0.13% | Reduce -5.7% | 15,372 | $360K |
| Clear Harbor Asset Management, LLC | 0.03% | No change | 15,340 | $360K |
| Keystone Financial Services | 0.13% | Reduce -2.4% | 14,834 | $348K |
| Mgo One Seven LLC | 0.01% | New | 14,798 | $347K |
| Bellwether Advisors, LLC | 0.07% | Add +0.1% | 14,772 | $346K |
| Invera Wealth Advisors, LLC | 0.34% | No change | 15,198 | $345K |
| Rothschild Investment LLC | 0.02% | Add +152.7% | 14,504 | $340K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +8.8% | 14,304 | $335K |
| City State Bank | 0.12% | Add +40.6% | 14,241 | $334K |
| Apella Capital, LLC | 0.01% | Reduce -3.2% | 14,157 | $331K |
| Cantor Fitzgerald Investment Advisors L.P. | 0.02% | New | 14,077 | $330K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +0.3% | 14,063 | $330K |
| Essex Bank | 0.08% | Add +44.1% | 14,044 | $329K |
| Patten Group, Inc. | 0.07% | Add +39.5% | 14,027 | $329K |
| LongView Wealth Management | 0.10% | New | 13,800 | $324K |
| Security Financial Services, INC. | 0.07% | Reduce -7.1% | 13,727 | $322K |
| Sigma Planning Corp | 0.01% | Add +40.5% | 13,712 | $322K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -8.2% | 13,282 | $311K |
| Main Street Financial Solutions, LLC | 0.03% | Add +8.4% | 13,137 | $308K |
| Evercore Wealth Management, LLC | 0.00% | Add +40.0% | 13,031 | $306K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -1.8% | 12,818 | $301K |
| Concorde Asset Management, LLC | 0.17% | New | 12,799 | $300K |
| Peapack Gladstone Financial Corp. | 0.00% | No change | 12,733 | $298K |
| Aberdeen Group plc | 0.00% | Add +37.0% | 12,668 | $297K |
| Fisher Asset Management | 0.00% | Reduce -54.5% | 12,274 | $288K |
| Midwest Heritage Bank, FSB | 0.13% | Add +0.1% | 12,240 | $287K |
| Fidelity D & D Bancorp Inc. | 0.19% | Reduce -39.3% | 12,219 | $287K |
| Tradition Wealth Management, LLC | 0.03% | Reduce -0.3% | 12,111 | $284K |
| Bulltick Wealth Management, LLC | 0.07% | No change | 11,924 | $280K |
| Tyler-Stone Wealth Management | 0.05% | New | 11,867 | $278K |
| Chesley Taft & Associates LLC | 0.01% | New | 11,796 | $277K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -22.7% | 11,608 | $272K |
| Seldon Capital LP | 0.15% | No change | 11,600 | $272K |
| Stephens Inc. | 0.00% | Reduce -1.7% | 11,534 | $270K |
| My Legacy Advisors, LLC | 0.11% | Reduce -25.8% | 11,524 | $270K |
| Three Bridge Wealth Advisors, LLC | 0.10% | Add +5.3% | 11,494 | $270K |
| Rosenberg Matthew Hamilton | 0.07% | Reduce -4.1% | 11,485 | $269K |
| Legacy Financial Group LLC | 0.05% | Add +10.7% | 11,432 | $268K |
| Independent Advisor Alliance | 0.01% | Add +3.4% | 11,341 | $266K |
| SIMA Wealth Partners, LLC | 0.23% | No change | 11,299 | $265K |
| Wealth Alliance, LLC | 0.03% | Reduce -2.7% | 11,256 | $264K |
| Clarity Financial LLC | 0.03% | Reduce -29.0% | 11,185 | $262K |
| GTS Securities LLC | 0.01% | Reduce -90.6% | 11,158 | $262K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -7.3% | 11,121 | $261K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -9.4% | 11,034 | $259K |
| Firethorn Wealth Partners, LLC | 0.13% | Reduce -29.3% | 11,000 | $258K |
| Cooper Financial Group | 0.03% | Reduce -5.4% | 10,943 | $257K |
| Savvy Advisors, Inc. | 0.05% | New | 10,857 | $255K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | Add +9.4% | 10,826 | $254K |
| Gen-Wealth Partners Inc | 0.11% | Add +0.0% | 10,786 | $246K |
| Collaborative Wealth Managment Inc. | 0.11% | New | 10,493 | $246K |
| GDS Wealth Management | 0.02% | Add +17.3% | 10,440 | $245K |
| Truvestments Capital LLC | 0.06% | Reduce -2.7% | 10,312 | $242K |
| Baker Avenue Asset Management, LP | 0.01% | New | 10,258 | $241K |
| Eagle Rock Investment Company, LLC | 0.04% | No change | 10,175 | $239K |
| SkyOak Wealth, LLC | 0.05% | New | 10,152 | $238K |
| Lanark Financial, Inc. | 0.02% | Add +7.7% | 10,187 | $238K |
| Signaturefd, LLC | 0.00% | Add +766.7% | 10,140 | $238K |
| Edgestream Partners, L.P. | 0.01% | New | 10,139 | $238K |
| Empower Advisory Group, LLC | 0.00% | Reduce -4.0% | 10,080 | $236K |
| Seven Mile Advisory | 0.16% | No change | 10,030 | $235K |
| Composition Wealth, LLC | 0.01% | Add +8.9% | 9,998 | $234K |
| Bison Wealth, LLC | 0.04% | Reduce -9.3% | 9,889 | $232K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.0% | 9,859 | $231K |
| Colonial Trust Co / SC | 0.04% | Add +20.3% | 9,806 | $231K |
| TrueWealth Advisors, LLC | 0.08% | Reduce -16.5% | 9,692 | $227K |
| 1900 Wealth Management LLC | 0.02% | Reduce -8.9% | 9,691 | $227K |
| TrueMark Investments, LLC | 0.07% | Reduce -21.8% | 9,621 | $226K |
| Maia Wealth LLC | 0.06% | Reduce -9.9% | 9,805 | $224K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -4.6% | 9,534 | $224K |
| Apeiron RIA LLC | 0.06% | Reduce -3.5% | 9,357 | $219K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 9,199 | $216K |
| Theory Financial LLC | 0.09% | New | 9,332 | $213K |
| Modera Wealth Management, LLC | 0.00% | Add +0.3% | 9,035 | $212K |
| Ashton Thomas Securities, LLC | 0.04% | Reduce -0.8% | 8,980 | $211K |
| Core Wealth Partners LLC | 0.13% | No change | 8,904 | $209K |
| CoreCap Advisors, LLC | 0.01% | Reduce -7.0% | 8,881 | $208K |
| RDA Financial Network | 0.06% | Reduce -2.1% | 8,844 | $207K |
| LifePlan Investment Advisors, Inc. | 0.13% | New | 8,835 | $207K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -2.3% | 8,821 | $207K |
| Magnus Financial Group LLC | 0.02% | Reduce -1.3% | 8,773 | $206K |
| Chesapeake Wealth Management | 0.07% | New | 8,591 | $201K |
| Optimum Investment Advisors | 0.08% | Add +2.5% | 8,305 | $195K |
| Caldwell Trust Co | 0.02% | Add +27.3% | 7,901 | $185K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -70.6% | 7,884 | $185K |
| Proffitt & Goodson Inc. | 0.03% | Reduce -0.0% | 7,802 | $183K |
| Family Capital Trust Co | 0.06% | No change | 7,673 | $180K |
| Avior Wealth Management, LLC | 0.01% | Add +74.4% | 7,280 | $171K |
| Sandy Spring Bank | 0.01% | Add +3.0% | 6,901 | $162K |
| Aspire Private Capital, LLC | 0.04% | Add +19.3% | 6,512 | $153K |
| Continuum Advisory, LLC | 0.02% | Add +4.8% | 6,690 | $151K |
| Signature Resources Capital Management, LLC | 0.13% | Reduce -12.4% | 6,263 | $147K |
| Deane Retirement Strategies, Inc. | 0.07% | Add +1.1% | 5,856 | $137K |
| Johnson Financial Group, Inc. | 0.01% | New | 5,351 | $125K |
| Fifth Third Bancorp | 0.00% | Add +4.5% | 5,059 | $119K |
| Pflug Koory, LLC | 0.01% | — | 4,953 | $116K |
| Bogart Wealth, LLC | 0.01% | Add +3.1% | 4,788 | $112K |
| Carmichael Hill & Associates, Inc. | 0.04% | Add +66.1% | 4,674 | $110K |
| Richardson Financial Services Inc. | 0.07% | No change | 4,837 | $109K |
| Householder Group Estate & Retirement Specialist, LLC | 0.03% | Add +0.7% | 4,565 | $107K |
| FinTrust Capital Advisors, LLC | 0.02% | Reduce -37.2% | 4,262 | $100K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -21.8% | 4,204 | $99K |
| First PREMIER Bank | 0.02% | No change | 4,045 | $95K |
| Independence Bank of Kentucky | 0.02% | Add +4.0% | 4,009 | $94K |
| Global Wealth Strategies & Associates | 0.03% | Reduce -12.5% | 3,853 | $90K |
| Piscataqua Savings Bank | 0.07% | New | 3,507 | $82K |
| Adirondack Trust Co. | 0.03% | No change | 3,383 | $79K |
| GeoWealth Management, LLC | 0.00% | New | 3,344 | $78K |
| Beacon Capital Management, LLC | 0.01% | Add +1150.6% | 3,339 | $78K |
| First Command Advisory Services, Inc. | 0.00% | No change | 3,030 | $71K |
| Trust Co. of Vermont | 0.00% | Reduce -26.1% | 2,828 | $66K |
| REAP Financial Group, LLC | 0.02% | Reduce -19.9% | 2,718 | $64K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -4.3% | 2,725 | $64K |
| GoalVest Advisory LLC | 0.02% | New | 2,673 | $63K |
| Ancora Advisors LLC | 0.00% | Reduce -64.3% | 2,590 | $61K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -45.8% | 2,578 | $59K |
| Parkside Financial Bank & Trust | 0.01% | No change | 2,339 | $55K |
| Financial Gravity Companies, Inc. | 0.01% | — | 2,338 | $55K |
| Pacifica Partners Inc. | 0.02% | Reduce -7.0% | 2,311 | $54K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 2,287 | $54K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,264 | $53K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 2,258 | $53K |
| Park Place Capital Corp | 0.02% | Reduce -35.2% | 2,254 | $53K |
| TCTC Holdings, LLC | 0.00% | No change | 2,158 | $51K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +28.4% | 2,157 | $51K |
| Larson Financial Group LLC | 0.00% | Reduce -61.6% | 2,144 | $50K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -8.7% | 2,030 | $48K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,006 | $47K |
| Avion Wealth | 0.01% | Add +0.1% | 2,036 | $47K |
| Montag A & Associates Inc. | 0.00% | No change | 1,991 | $47K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -7.0% | 1,948 | $46K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -0.1% | 1,888 | $44K |
| PrairieView Partners, LLC | 0.00% | No change | 1,905 | $44K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 1,868 | $44K |
| Family Asset Management, LLC | 0.03% | Reduce -4.5% | 1,817 | $43K |
| AllSquare Wealth Management LLC | 0.02% | No change | 1,815 | $43K |
| WealthCollab, LLC | 0.03% | New | 1,706 | $40K |
| Glen Eagle Advisors, LLC | 0.01% | Add +55.2% | 1,687 | $40K |
| St. Johns Investment Management Company, LLC | 0.02% | New | 1,612 | $38K |
| Salem Investment Counselors Inc. | 0.00% | Add +24.6% | 1,599 | $37K |
| Bokf, NA | 0.00% | New | 1,558 | $36K |
| Venturi Wealth Management, LLC | 0.00% | Add +1.3% | 1,509 | $35K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -52.5% | 1,423 | $33K |
| Criterion Capital Advisors, LLC | 0.02% | No change | 1,405 | $32K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,245 | $29K |
| Concord Wealth Partners | 0.00% | No change | 1,235 | $29K |
| Canton Hathaway, LLC | 0.01% | No change | 1,120 | $26K |
| Investors Research Corp | 0.01% | No change | 1,037 | $24K |
| Semmax Financial Advisors Inc. | 0.01% | Add +5.9% | 1,062 | $24K |
| Tsfg, LLC | 0.01% | No change | 1,044 | $24K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 982 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 965 | $23K |
| Colonial Trust Advisors | 0.00% | No change | 962 | $23K |
| Tucker Asset Management LLC | 0.01% | Reduce -18.3% | 942 | $22K |
| FSC Wealth Advisors, LLC | 0.02% | Reduce -11.6% | 934 | $22K |
| Archer Investment Corp | 0.01% | No change | 929 | $22K |
| New Republic Capital, LLC | 0.01% | Add +0.8% | 902 | $21K |
| FSA Wealth Management LLC | 0.01% | — | 881 | $21K |
| Your Advocates Ltd., LLP | 0.01% | No change | 873 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 873 | $20K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 824 | $19K |
| Kozak & Associates, Inc. | 0.00% | Add +1006.8% | 819 | $19K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -3.3% | 797 | $19K |
| North Star Investment Management Corp. | 0.00% | Add +539.3% | 780 | $18K |
| Providence Capital Advisors, LLC | 0.00% | New | 734 | $17K |
| Pineridge Advisors LLC | 0.01% | Reduce -19.3% | 731 | $17K |
| Barrett & Company, Inc. | 0.01% | Add +507.0% | 692 | $16K |
| AlphaCore Capital LLC | 0.00% | No change | 667 | $16K |
| Tidemark, LLC | 0.01% | No change | 648 | $15K |
| Financial Connections Group, Inc. | 0.01% | Add +0.9% | 680 | $15K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 624 | $15K |
| Peoples Financial Services Corp. | 0.01% | No change | 619 | $15K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 590 | $14K |
| NorthRock Partners, LLC | 0.00% | Reduce -52.2% | 532 | $12K |
| Strategic Investment Solutions, Inc. | 0.00% | New | 507 | $12K |
| Smartleaf Asset Management LLC | 0.00% | Add +78.1% | 495 | $12K |
| Arax Advisory Partners | 0.00% | No change | 467 | $11K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.02% | New | 465 | $11K |
| Mascoma Wealth Management LLC | 0.00% | No change | 462 | $11K |
| West Branch Capital LLC | 0.00% | Add +30.7% | 447 | $10K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 443 | $10K |
| Arlington Trust Co LLC | 0.00% | Reduce -45.7% | 441 | $10K |
| Glass Jacobson Investment Advisors llc | 0.00% | Add +14.8% | 411 | $10K |
| Sawyer & Company, Inc | 0.00% | New | 347 | $8K |
| Sound Income Strategies, LLC | 0.00% | Add +89.4% | 322 | $8K |
| Albion Financial Group | 0.00% | Reduce -7.2% | 285 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -44.0% | 281 | $7K |
| Asset Dedication, LLC | 0.00% | Add +627.0% | 269 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 255 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 254 | $6K |
| Northwest Capital Management Inc | 0.00% | No change | 252 | $6K |
| Peterson Financial Group, Inc. | 0.02% | New | 246 | $6K |
| WestEnd Advisors, LLC | 0.00% | No change | 240 | $6K |
| Legacy Investment Solutions, LLC | 0.00% | — | 224 | $5K |
| Legacy Wealth Managment, LLC | 0.00% | — | 224 | $5K |
| Davis Capital Management | 0.00% | No change | 208 | $5K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 194 | $5K |
| Heritage Wealth Advisors | 0.00% | New | 175 | $4K |
| Valley Wealth Managers, Inc. | 0.00% | New | 173 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 147 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.9% | 111 | $3K |
| Country Trust Bank | 0.00% | No change | 120 | $3K |
| LRI Investments, LLC | 0.00% | No change | 122 | $3K |
| Bristlecone Advisors, LLC | 0.00% | New | 115 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 113 | $3K |
| Darwin Wealth Management, LLC | 0.00% | New | 106 | $2K |
| Integrity Financial Corp | 0.00% | Reduce -56.4% | 102 | $2K |
| Hollencrest Capital Management | 0.00% | New | 100 | $2K |
| Atticus Wealth Management, LLC | 0.00% | Add +1.0% | 98 | $2K |
| Abich Financial Wealth Management LLC | 0.00% | New | 90 | $2K |
| Motco | 0.00% | No change | 85 | $2K |
| WASHINGTON TRUST Co | 0.00% | No change | 85 | $2K |
| Howe & Rusling Inc. | 0.00% | No change | 82 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 79 | $2K |
| Sage Mountain Advisors LLC | 0.00% | New | 76 | $2K |
| Halpern Financial, Inc. | 0.00% | New | 59 | $1K |
| Oarsman Capital, Inc. | 0.00% | New | 58 | $1K |
| Eukles Asset Management | 0.00% | No change | 57 | $1K |
| Caitlin John, LLC | 0.00% | New | 58 | $1K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 54 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 48 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | New | 26 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 42 | $985 |
| First Personal Financial Services | 0.00% | No change | 30 | $704 |
| Bfsg, LLC | 0.00% | No change | 29 | $681 |
| Tompkins Financial Corp. | 0.00% | Reduce -82.1% | 25 | $586 |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -83.8% | 17 | $391 |
| FWL Investment Management, LLC | 0.00% | No change | 3 | $70 |
| Realta Investment Advisors | 0.00% | No change | 3 | $69 |
| Grove Bank & Trust | 0.00% | Reduce -100.0% | 1 | $23 |
"% 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.