iShares US Treasury Bond ETFGOVTETF
13F holders, Q1 2025 (March 31)792holders
66new positions
61sold out
3famous investors
$22.98avg. 13F price*
At the end of Q1 2025, 792 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, unchanged from Q4 2024. 66 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($7.2B), LPL Financial LLC ($2.4B) and Envestnet Asset Management Inc. ($1.7B). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $419.2M |
| Exits | 61 | $84.5M |
All 13F filers, Q4 2024 → Q1 2025: 61,994,554 shares bought and 196,485,085 shares sold, net −134,490,531 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 792 holders
| Bank of America Corp. | 0.64% | Reduce -26.2% | 312,744,235 | $7.2B |
| LPL Financial LLC | 0.92% | Reduce -8.9% | 102,991,608 | $2.4B |
| Envestnet Asset Management Inc. | 0.55% | Add +3.6% | 74,117,889 | $1.7B |
| Truist Financial Corp. | 2.57% | Add +3.9% | 69,572,378 | $1.6B |
| PNC Financial Services Group, Inc. | 0.49% | Add +3.1% | 41,036,037 | $943.2M |
| JPMorgan Chase & Co. | 0.07% | Reduce -24.0% | 37,520,268 | $862.4M |
| Wealth Enhancement Advisory Services, LLC | 1.04% | Add +9.3% | 23,633,284 | $543.2M |
| Assetmark, Inc. | 1.39% | Add +3.0% | 22,062,337 | $507.1M |
| Allworth Financial LP | 2.78% | Reduce -35.2% | 21,531,035 | $492.2M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +1.6% | 20,415,587 | $469.3M |
| Morgan Stanley | 0.03% | Reduce -6.7% | 19,580,949 | $450.1M |
| Jordan Park Group LLC | 30.79% | Add +103.9% | 18,428,436 | $423.6M |
| FMR LLC | 0.02% | Reduce -31.1% | 13,233,090 | $304.2M |
| Morningstar Investment Management LLC | 24.30% | Reduce -5.4% | 12,420,085 | $285.5M |
| Fund Evaluation Group, LLC | 12.21% | Reduce -7.3% | 12,281,152 | $282.3M |
| BlackRock, Inc. | 0.01% | Reduce -16.7% | 11,117,755 | $255.5M |
| Peavine Capital, LLC | 59.55% | Reduce -1.4% | 9,958,797 | $228.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.05% | New | 8,213,229 | $188.8M |
| United Capital Financial Advisors, LLC | 1.60% | Add +3.3% | 8,125,578 | $186.8M |
| Townsquare Capital LLC | 1.75% | Add +3.6% | 7,130,408 | $163.9M |
| TD Private Client Wealth LLC | 3.86% | Add +7.3% | 6,104,423 | $140.3M |
| Prime Capital Investment Advisors, LLC | 1.61% | Reduce -3.4% | 5,984,198 | $137.5M |
| Alliancebernstein L.P. | 0.05% | New | 5,952,603 | $136.8M |
| EP Wealth Advisors, LLC | 1.05% | Add +6.9% | 5,744,383 | $132.0M |
| UBS Group AG | 0.03% | Reduce -0.7% | 5,731,068 | $131.7M |
| Norinchukin Bank, The | 2.19% | Add +1.0% | 5,186,402 | $119.2M |
| Ameriprise Financial Inc. | 0.03% | Reduce -14.7% | 5,167,702 | $118.9M |
| Cobblestone Capital Advisors LLC | 6.31% | Add +1.6% | 5,010,066 | $115.2M |
| MCF Advisors LLC | 8.07% | Reduce -4.2% | 4,881,324 | $112.2M |
| Itau Unibanco Holding S.A. | 4.15% | Add +7637.6% | 4,675,695 | $107.5M |
| Royal Bank of Canada | 0.02% | Add +18.8% | 4,212,728 | $96.8M |
| Castleark Management LLC | 3.25% | Add +151.6% | 4,079,819 | $93.8M |
| Deutsche Bank AG | 0.03% | Add +2.4% | 3,674,717 | $84.5M |
| Cetera Investment Advisers | 0.16% | Reduce -7.0% | 3,621,887 | $83.2M |
| Crestwood Advisors Group, LLC | 1.48% | Add +2.4% | 3,384,008 | $77.8M |
| School Employees Retirement Board of Ohio | 43.65% | Reduce -21.3% | 3,276,177 | $75.3M |
| SYM FINANCIAL Corp | 9.24% | Add +5.9% | 3,261,250 | $75.0M |
| Alesco Advisors, LLC, An ESL Co | 2.32% | Add +0.9% | 3,221,640 | $74.0M |
| Northern Trust Corp. | 0.01% | Add +4.3% | 3,018,684 | $69.4M |
| Wedmont Private Capital | 3.48% | Add +8.6% | 2,997,326 | $67.9M |
| 1607 Capital Partners, LLC | 5.39% | Add +13.7% | 2,908,892 | $66.9M |
| Mill Creek Capital Advisors, LLC | 1.32% | Add +1.6% | 2,370,496 | $54.5M |
| Janney Montgomery Scott LLC | 0.15% | Add +6.1% | 2,275,582 | $52.3M |
| AE Wealth Management LLC | 0.44% | Add +7.4% | 2,251,672 | $51.8M |
| Thrivent Financial for Lutherans | 0.11% | Add +12.9% | 2,145,009 | $49.2M |
| MML Investors Services, LLC | 0.16% | Add +17.5% | 2,120,336 | $48.7M |
| Sanctuary Advisors, LLC | 0.34% | Reduce -1.8% | 2,110,780 | $48.5M |
| McKinley Carter Wealth Services, Inc. | 2.69% | Add +45.4% | 1,898,824 | $43.6M |
| Heirloom Wealth Management | 12.10% | Add +7.2% | 1,836,810 | $42.2M |
| Osaic Holdings, Inc. | 0.09% | Reduce -12.7% | 1,824,683 | $42.0M |
| Trilogy Capital Inc. | 2.16% | Add +199.0% | 1,789,793 | $41.1M |
| Aptus Capital Advisors, LLC | 0.47% | Add +281328.8% | 1,787,073 | $41.1M |
| 3EDGE Asset Management, LP | 2.67% | Reduce -4.1% | 1,708,518 | $39.3M |
| US Bancorp \de | 0.05% | Add +15.0% | 1,690,786 | $38.9M |
| BlueStem Wealth Partners, LLC | 5.19% | Add +7.9% | 1,657,285 | $38.1M |
| Wells Fargo & Company | 0.01% | Reduce -6.6% | 1,645,559 | $37.8M |
| Foster Group, Inc. | 1.42% | Reduce -2.4% | 1,645,060 | $37.8M |
| NorthCoast Asset Management LLC | 0.19% | Add +4.6% | 1,634,809 | $37.6M |
| Raymond James Financial Inc. | 0.01% | Add +13.1% | 1,577,899 | $36.3M |
| Brown Advisory Inc. | 0.05% | Reduce -18.1% | 1,468,560 | $33.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.9% | 1,455,934 | $33.5M |
| Commerce Bank | 0.21% | Reduce -45.0% | 1,403,521 | $32.3M |
| Bailard, Inc. | 0.82% | Add +48.6% | 1,384,013 | $31.8M |
| Verum Partners LLC | 8.37% | Reduce -10.4% | 1,349,447 | $31.0M |
| Mirae Asset Global Investments Co., Ltd. | 0.13% | Reduce -12.7% | 1,335,338 | $30.6M |
| Heck Capital Advisors, LLC | 3.30% | Add +5.9% | 1,276,451 | $29.3M |
| Acorns Advisers, LLC | 0.28% | Add +1.5% | 1,255,948 | $28.9M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -40.3% | 1,250,310 | $28.7M |
| Nationwide Fund Advisors | 2.41% | Reduce -77.4% | 1,229,324 | $28.3M |
| Cwm, LLC | 0.11% | Reduce -20.0% | 1,219,919 | $28.0M |
| Rockefeller Capital Management L.P. | 0.07% | Add +11.5% | 1,197,962 | $27.5M |
| Merit Financial Group, LLC | 0.40% | Add +584.7% | 1,161,141 | $26.7M |
| Brueske Advisory Services, LLC | 24.66% | Reduce -2.4% | 1,132,711 | $26.0M |
| Rock Creek Group LLC | 2.89% | No change | 1,060,389 | $24.4M |
| Schmidt P J Investment Management Inc. | 4.45% | Add +0.2% | 1,057,469 | $24.3M |
| Envestnet Portfolio Solutions, Inc. | 0.09% | Reduce -28.8% | 1,057,451 | $24.3M |
| Dodds Wealth, LLC | 7.77% | Add +3.0% | 1,036,809 | $23.8M |
| Johnson Bixby & Associates, LLC | 3.49% | Reduce -0.5% | 1,016,147 | $23.4M |
| Cutler Investment Counsel LLC | 2.76% | Add +9.4% | 998,094 | $22.9M |
| Savant Capital, LLC | 0.19% | Add +7.2% | 956,012 | $22.0M |
| Stifel Financial Corp. | 0.02% | Add +0.1% | 950,709 | $21.9M |
| Roberts Financial Services LLC | 4.24% | Add +1.1% | 949,471 | $21.8M |
| Lifeworks Advisors, LLC | 3.59% | Add +14.4% | 940,531 | $21.6M |
| Cresset Asset Management, LLC | 0.11% | Add +38.3% | 935,242 | $21.5M |
| Capital Planning Advisors, LLC | 3.29% | Reduce -7.8% | 927,618 | $21.3M |
| Cambridge Associates LLC /Ma/ | 0.60% | No change | 908,045 | $20.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +12.0% | 904,842 | $20.8M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +10.1% | 883,438 | $20.3M |
| Financial Advocates Investment Management | 1.43% | Reduce -12.7% | 881,558 | $20.3M |
| SeaBridge Investment Advisors LLC | 4.27% | Add +42.5% | 859,716 | $19.8M |
| Annandale Capital, LLC | 3.57% | Add +1.0% | 829,238 | $19.1M |
| Blueprint Investment Partners LLC | 3.48% | Add +80.1% | 828,571 | $19.0M |
| Seneca Financial Advisors LLC | 9.09% | Add +3.9% | 815,709 | $18.7M |
| DDFG, Inc | 5.17% | New | 811,843 | $18.7M |
| Genus Capital Management Inc. | 2.62% | — | 787,204 | $18.1M |
| Cook Wealth, LLC | 8.70% | Reduce -2.8% | 782,348 | $17.9M |
| Strategic Blueprint, LLC | 0.98% | Add +40.4% | 777,988 | $17.9M |
| St Germain D J Co. Inc. | 0.83% | Reduce -16.3% | 766,074 | $17.6M |
| Gibbs Wealth Management | 4.18% | Add +10.5% | 753,956 | $17.3M |
| Private Advisor Group, LLC | 0.10% | Add +9.6% | 740,574 | $17.0M |
| Bartlett & Co. Wealth Management LLC | 0.24% | Add +8.1% | 708,303 | $16.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -7.3% | 704,592 | $16.2M |
| Integrity Alliance, Llc. | 0.64% | Add +27.1% | 699,919 | $16.1M |
| Equitable Holdings, Inc. | 0.15% | Add +4.1% | 698,984 | $16.1M |
| True North Advisors, LLC | 2.83% | New | 694,311 | $16.0M |
| Envision Financial Planning, LLC | 8.08% | Add +3.1% | 689,584 | $15.9M |
| Pacific Wealth Management | 8.44% | Add +44.8% | 667,669 | $15.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.28% | Add +3.6% | 665,849 | $15.3M |
| Park Avenue Securities LLC | 0.19% | Reduce -32.6% | 656,307 | $15.1M |
| Perigon Wealth Management, LLC | 0.37% | Reduce -26.5% | 629,415 | $14.5M |
| Snider Financial Group | 4.62% | Add +2.0% | 619,114 | $14.2M |
| Key Financial Inc | 3.01% | Add +13.5% | 602,524 | $13.8M |
| Mariner, LLC | 0.02% | Add +16.4% | 601,588 | $13.8M |
| Occidental Asset Management, LLC | 2.03% | Add +0.8% | 586,250 | $13.5M |
| Creative Planning | 0.01% | Add +78.6% | 582,525 | $13.4M |
| Coldstream Capital Management Inc. | 0.28% | Reduce -3.8% | 577,799 | $13.3M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -13.5% | 577,197 | $13.3M |
| Clear Creek Financial Management, LLC | 1.37% | Add +26.0% | 575,478 | $13.2M |
| Modern Wealth Management, LLC | 0.42% | Add +31.2% | 571,447 | $13.1M |
| Bank of Montreal | 0.01% | Add +9.6% | 557,004 | $12.8M |
| Spectrum Strategic Capital Management, LLC | 8.00% | Reduce -2.3% | 554,969 | $12.8M |
| Bernardo Wealth Planning LLC | 3.05% | Add +1.7% | 554,353 | $12.7M |
| Topel & Distasi Wealth Management, LLC | 5.94% | Add +2.9% | 553,886 | $12.7M |
| SCS Capital Management LLC | 0.15% | Reduce -23.3% | 524,477 | $12.1M |
| Anfield Capital Management, LLC | 4.37% | Add +6.6% | 514,890 | $11.8M |
| Phoenix Financial Ltd. | 0.18% | Add +13.0% | 513,307 | $11.8M |
| Cerity Partners OCIO LLC | 0.67% | Add +3.6% | 511,563 | $11.8M |
| Seascape Capital Management | 4.07% | Add +1.8% | 507,620 | $11.7M |
| Montecito Bank & Trust | 2.06% | Reduce -1.8% | 506,980 | $11.7M |
| Macquarie Group Ltd. | 0.01% | New | 504,658 | $11.6M |
| NewEdge Advisors, LLC | 0.07% | Add +5.3% | 494,793 | $11.4M |
| Farther Finance Advisors, LLC | 0.29% | Add +21.6% | 492,523 | $11.3M |
| Atria Investments, Inc | 0.14% | Add +4.7% | 478,735 | $11.0M |
| Cerity Partners LLC | 0.02% | Reduce -35.5% | 474,694 | $10.9M |
| Tower Research Capital LLC (TRC) | 0.32% | Add +1007408.5% | 473,529 | $10.9M |
| Geneos Wealth Management Inc. | 0.36% | Add +0.7% | 464,041 | $10.7M |
| Meridian Wealth Management, LLC | 0.48% | Add +14.0% | 434,559 | $10.0M |
| Strategic Investment Advisors / MI | 1.04% | Add +11.3% | 428,926 | $9.9M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +1.1% | 424,570 | $9.8M |
| Wilmington Savings Fund Society, FSB | 0.18% | Add +22.6% | 424,276 | $9.8M |
| Klaas Financial Asset Advisors, LLC | 1.67% | Reduce -3.2% | 421,639 | $9.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +21.3% | 405,590 | $9.3M |
| Mercer Global Advisors Inc. | 0.02% | Add +5.3% | 398,667 | $9.2M |
| Optas, LLC | 1.56% | Reduce -3.3% | 390,873 | $9.0M |
| IFG Advisory, LLC | 0.49% | Reduce -14.6% | 387,329 | $8.9M |
| Blueprint Financial Advisors LLC | 4.81% | — | 385,374 | $8.9M |
| Hilltop Holdings Inc. | 0.55% | Reduce -0.3% | 379,670 | $8.7M |
| Scotia Capital Inc. | 0.05% | Add +3.1% | 376,802 | $8.7M |
| Jane Street Group, LLC | 0.02% | Add +365.6% | 366,986 | $8.4M |
| Drive Wealth Management, LLC | 1.97% | Add +7.3% | 365,099 | $8.4M |
| Compagnie Lombard Odier SCmA | 0.10% | Add +8.6% | 364,072 | $8.4M |
| Westshore Wealth, LLC | 3.55% | Add +6.0% | 363,556 | $8.4M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -7.5% | 360,894 | $8.3M |
| Phoenix Wealth Advisors | 3.50% | Add +92.6% | 349,690 | $8.0M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -59.5% | 343,198 | $7.9M |
| JT Stratford LLC | 1.40% | Add +966.8% | 341,207 | $7.8M |
| Foundations Investment Advisors, LLC | 0.14% | Reduce -9.0% | 340,810 | $7.8M |
| Flow Traders U.S. LLC | 0.33% | New | 336,303 | $7.7M |
| Mutual Advisors, LLC | 0.22% | Reduce -97.0% | 335,722 | $7.7M |
| Vantage Financial Partners, LLC | 1.88% | Add +97.7% | 328,542 | $7.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.14% | Reduce -12.7% | 324,348 | $7.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -65.0% | 320,561 | $7.4M |
| Diversify Wealth Management, LLC | 0.54% | Add +23.6% | 316,019 | $7.3M |
| Cornerstone National Bank & Trust Co | 3.20% | Reduce -0.5% | 310,893 | $7.1M |
| Family Capital Trust Co | 2.46% | Add +9.9% | 299,060 | $6.9M |
| Robertson Stephens Wealth Management, LLC | 0.26% | New | 297,125 | $6.8M |
| Coign Capital Advisors LLC | 5.13% | Add +2.7% | 290,172 | $6.7M |
| Diversify Advisory Services, LLC | 0.41% | Add +23.9% | 282,814 | $6.5M |
| Mma Asset Management LLC | 2.73% | Add +5.8% | 281,539 | $6.5M |
| Portside Wealth Group, LLC | 1.05% | Add +5.9% | 278,437 | $6.4M |
| National Bank of Canada | 0.01% | Add +47.7% | 273,128 | $6.3M |
| Armstrong Advisory Group, Inc. | 0.50% | No change | 272,195 | $6.3M |
| Avalon Capital Management | 1.77% | Add +2.4% | 265,255 | $6.1M |
| Barclays PLC | 0.00% | Reduce -10.0% | 262,269 | $6.0M |
| CW Advisors, LLC | 0.07% | Reduce -3.6% | 258,225 | $5.9M |
| Center For Asset Management LLC | 3.61% | Reduce -25.9% | 256,745 | $5.9M |
| Orion Porfolio Solutions, LLC | 0.06% | Reduce -18.9% | 256,538 | $5.9M |
| Orion Portfolio Solutions, LLC | 0.06% | Reduce -18.9% | 256,538 | $5.9M |
| Henderson Brothers Financial Partners, LLC | 2.95% | — | 255,729 | $5.9M |
| Fairtree Asset Management (Pty) Ltd | 4.72% | Add +10.0% | 255,067 | $5.9M |
| Crabel Capital Management, LLC | 6.19% | Add +1381.4% | 249,361 | $5.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +2.0% | 245,827 | $5.7M |
| Proquility Private Wealth Partners, LLC | 1.73% | Add +16.0% | 244,786 | $5.6M |
| Principal Securities, Inc. | 0.12% | Add +0.8% | 227,468 | $5.2M |
| HSBC Holdings PLC | 0.00% | Reduce -11.3% | 226,123 | $5.2M |
| Clearstead Advisors, LLC | 0.08% | Reduce -92.7% | 226,075 | $5.2M |
| AdvisorNet Financial, Inc | 0.38% | Add +2.4% | 223,918 | $5.1M |
| Financial Management Network Inc. | 1.14% | Add +7.1% | 220,715 | $5.1M |
| DSG Capital Advisors, LLC | 1.02% | Reduce -7.3% | 219,822 | $5.1M |
| Spartan Planning & Wealth Management | 4.71% | Add +80.0% | 211,435 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +11.6% | 202,438 | $4.7M |
| Mather Group, Llc. | 0.05% | Reduce -1.3% | 201,931 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -29.9% | 201,627 | $4.6M |
| Bull Oak Capital, LLC | 2.52% | Reduce -12.3% | 201,274 | $4.6M |
| Interactive Financial Advisors, Inc. | 2.43% | Add +1.4% | 200,107 | $4.6M |
| Strategic Financial Concepts, LLC | 0.86% | Add +5.3% | 199,754 | $4.6M |
| Comerica Bank | 0.02% | Add +3.1% | 198,947 | $4.6M |
| Access Financial Services, Inc. | 1.83% | Reduce -34.7% | 198,027 | $4.6M |
| Wise Wealth Partners | 10.72% | Reduce -34.0% | 195,150 | $4.5M |
| Element Wealth, LLC | 2.33% | Add +7.5% | 189,400 | $4.4M |
| GTS Securities LLC | 0.19% | New | 189,201 | $4.3M |
| Ascent Group, LLC | 0.19% | Add +64.7% | 188,978 | $4.3M |
| Highline Wealth Partners LLC | 1.45% | Reduce -2.7% | 187,779 | $4.3M |
| Dynamic Advisor Solutions LLC | 0.14% | Add +7.7% | 187,670 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +6.4% | 187,326 | $4.3M |
| Paragon Capital Management Inc. | 3.46% | Reduce -5.3% | 186,620 | $4.3M |
| Sowell Financial Services LLC | 0.19% | Reduce -1.2% | 186,309 | $4.3M |
| Privium Fund Management (UK) Ltd | 3.27% | Reduce -4.4% | 184,290 | $4.2M |
| CreativeOne Wealth, LLC | 0.12% | Reduce -0.1% | 181,535 | $4.2M |
| SteelPeak Wealth, LLC | 0.18% | Add +4.7% | 181,130 | $4.2M |
| Swmg, LLC | 1.64% | Add +28.7% | 180,158 | $4.1M |
| Sterling Financial Planning, Inc. | 1.48% | Reduce -17.0% | 177,861 | $4.1M |
| Addison Capital Co | 1.58% | Add +9.5% | 174,971 | $4.0M |
| Tiaa Trust, National Association | 0.01% | Reduce -15.0% | 174,879 | $4.0M |
| Ullmann Wealth Partners Group, LLC | 0.53% | Reduce -0.8% | 172,350 | $4.0M |
| Independent Financial Group, LLC | 0.14% | Add +328.9% | 171,741 | $3.9M |
| Jones Financial Companies LLLP | 0.00% | Add +78.2% | 169,218 | $3.9M |
| Capital Investment Counsel, LLC | 0.63% | Add +0.7% | 164,890 | $3.8M |
| Synovus Financial Corp. | 0.05% | Add +4.4% | 164,064 | $3.8M |
| Keel Point, LLC | 0.29% | Add +104.1% | 161,480 | $3.7M |
| Dynasty Wealth Management, LLC | 0.06% | Add +77.8% | 157,571 | $3.6M |
| Cibc World Market Inc. | 0.01% | Add +45.5% | 156,103 | $3.6M |
| Olde Wealth Management, LLC | 1.26% | Reduce -1.5% | 155,854 | $3.6M |
| First Pacific Financial | 0.73% | Add +6.2% | 155,760 | $3.6M |
| Capital Investment Advisory Services, LLC | 0.32% | Add +56.7% | 153,557 | $3.5M |
| Greenline Partners, LLC | 0.50% | Reduce -49.3% | 150,907 | $3.5M |
| Advisory Services Network, LLC | 0.07% | Add +16.6% | 150,264 | $3.5M |
| WealthCare Investment Partners, LLC | 1.46% | Add +27.7% | 151,453 | $3.4M |
| Fifth Third Securities, Inc. | 0.29% | Reduce -6.9% | 148,389 | $3.4M |
| Stonekeep Investments, LLC | 2.51% | Add +47.2% | 147,995 | $3.4M |
| Dorsey & Whitney Trust CO LLC | 0.20% | No change | 147,750 | $3.4M |
| Beacon Bridge Wealth Partners, LLC | 1.44% | Add +13.4% | 146,680 | $3.4M |
| Regal Investment Advisors LLC | 0.27% | Add +2.8% | 146,578 | $3.4M |
| GLOBALT Investments LLC / GA | 0.14% | Reduce -10.0% | 146,225 | $3.4M |
| Idaho Trust Co | 1.36% | New | 145,330 | $3.3M |
| FFG Retirement Advisors LLC | 2.26% | Reduce -3.6% | 144,616 | $3.3M |
| M&T Bank Corp | 0.01% | Add +2.0% | 142,643 | $3.3M |
| GAMMA Investing LLC | 0.24% | Add +43.5% | 140,211 | $3.2M |
| Private Trust Co. NA | 0.32% | Reduce -20.8% | 133,825 | $3.1M |
| Sollinda Capital Management LLC | 0.86% | Add +4.3% | 133,746 | $3.1M |
| Coordinated Financial Services, Inc. | 2.39% | — | 133,455 | $3.1M |
| Keystone Global Partners, LLC | 2.10% | — | 130,259 | $3.0M |
| Novem Group | 0.42% | Add +10.7% | 129,614 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Reduce -74.2% | 127,444 | $2.9M |
| Stratos Wealth Advisors, LLC | 0.16% | Reduce -13.0% | 125,844 | $2.9M |
| Westfuller Advisors, LLC | 1.85% | Add +6.4% | 120,373 | $2.8M |
| Catalina Capital Group, LLC | 1.81% | Add +2.2% | 118,246 | $2.7M |
| Shared Vision Wealth Group LLC | 1.47% | Add +1.2% | 117,033 | $2.7M |
| Shira Ridge Wealth Management | 1.34% | Reduce -11.2% | 116,596 | $2.7M |
| Yukon Wealth Management, Inc. | 1.11% | — | 116,233 | $2.7M |
| Sharkey, Howes & Javer | 0.38% | Reduce -29.8% | 115,846 | $2.7M |
| BNP Paribas | 0.11% | Add +5.4% | 115,062 | $2.6M |
| Calton & Associates, Inc. | 0.60% | New | 114,294 | $2.6M |
| GWN Securities Inc. | 0.14% | New | 113,775 | $2.6M |
| 4WEALTH Advisors, Inc. | 2.83% | Reduce -3.4% | 111,182 | $2.6M |
| HB Wealth Management, LLC | 0.02% | Add +116.9% | 110,104 | $2.5M |
| RFG Advisory, LLC | 0.07% | Add +313.0% | 109,881 | $2.5M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +684.4% | 109,336 | $2.5M |
| Twele Capital Management, Inc. | 0.53% | Add +3.2% | 108,809 | $2.5M |
| Parallel Advisors, LLC | 0.06% | Reduce -71.6% | 107,152 | $2.5M |
| Greenleaf Trust | 0.02% | Add +12.8% | 106,980 | $2.5M |
| Shelter Mutual Insurance Co | 0.58% | No change | 105,250 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +16.6% | 104,223 | $2.4M |
| Tounjian Advisory Partners, LLC | 0.44% | — | 103,288 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -16.7% | 101,911 | $2.3M |
| Blue Edge Capital, LLC | 0.37% | Add +6.1% | 100,601 | $2.3M |
| Western Financial Corp | 1.34% | Reduce -7.4% | 100,496 | $2.3M |
| Dentgroup LLC | 1.72% | Reduce -25.0% | 99,727 | $2.3M |
| AtlasMark Financial, Inc | 2.12% | Add +8.1% | 99,309 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Reduce -3.7% | 96,731 | $2.2M |
| KWB Wealth | 0.26% | Reduce -29.4% | 95,522 | $2.2M |
| One Day In July LLC | 0.22% | Reduce -40.6% | 94,749 | $2.2M |
| MA Private Wealth | 0.41% | Reduce -1.1% | 94,541 | $2.2M |
| Citigroup Inc. | 0.00% | Reduce -5.9% | 92,153 | $2.1M |
| Triad Wealth Partners, LLC | 0.66% | Add +18.8% | 92,119 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +2.4% | 91,014 | $2.1M |
| Family Firm, Inc. | 0.47% | Add +1.2% | 90,675 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.4% | 90,515 | $2.1M |
| TSA Wealth Managment LLC | 0.81% | Add +14.9% | 88,363 | $2.0M |
| Wesbanco Bank Inc. | 0.07% | Reduce -3.8% | 87,704 | $2.0M |
| Sovran Advisors, LLC | 0.26% | Add +1.3% | 87,307 | $2.0M |
| CFS Investment Advisory Services, LLC | 0.17% | Reduce -39.6% | 85,541 | $2.0M |
| Horst & Graben Wealth Management LLC | 0.35% | Add +0.8% | 85,049 | $2.0M |
| Composition Wealth, LLC | 0.04% | Add +24.3% | 85,028 | $2.0M |
| SWP Financial LLC | 1.17% | Add +4.0% | 83,359 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -21.2% | 82,515 | $1.9M |
| Jordan Park Trust Co LLC | 1.79% | Add +41.5% | 82,421 | $1.9M |
| Stonehearth Capital Management, LLC | 0.78% | Add +107.9% | 81,722 | $1.9M |
| Austin Private Wealth, LLC | 0.17% | Add +17.6% | 81,187 | $1.9M |
| ORG Partners LLC | 0.47% | Reduce -0.0% | 80,844 | $1.9M |
| Brookstone Capital Management | 0.03% | Reduce -8.3% | 80,745 | $1.9M |
| NorthCrest Asset Manangement, LLC | 0.06% | Add +130.1% | 79,933 | $1.8M |
| Founders Financial Securities LLC | 0.15% | New | 78,563 | $1.8M |
| Trek Financial, LLC | 0.13% | Add +6.0% | 78,197 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +14.1% | 77,985 | $1.8M |
| Leading Edge Financial Planning LLC | 0.56% | New | 77,964 | $1.8M |
| Heritage Wealth Management, Inc. | 1.52% | Reduce -9.9% | 77,521 | $1.8M |
| Roble, Belko & Company, Inc | 0.28% | No change | 76,909 | $1.8M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +35.3% | 75,733 | $1.7M |
| High Falls Advisors, Inc | 0.41% | Add +8.4% | 75,646 | $1.7M |
| Focus Partners Wealth | 0.00% | Reduce -3.7% | 75,221 | $1.7M |
| Cosner Financial Group, LLC | 1.05% | Add +33.0% | 74,842 | $1.7M |
| Summit Wealth Group, LLC | 0.49% | Add +3.8% | 73,609 | $1.7M |
| Blue Trust, Inc. | 0.02% | Reduce -1.4% | 72,426 | $1.7M |
| Prospera Financial Services Inc | 0.04% | Reduce -8.3% | 71,203 | $1.6M |
| Icon Wealth Advisors, LLC | 0.13% | Add +2.2% | 70,805 | $1.6M |
| PFG Advisors | 0.09% | Add +9.8% | 69,566 | $1.6M |
| Paladin Advisory Group, LLC | 1.28% | Reduce -43.8% | 69,410 | $1.6M |
| TFB Advisors LLC | 0.46% | Reduce -2.6% | 69,205 | $1.6M |
| Choreo, LLC | 0.02% | Reduce -53.1% | 68,503 | $1.6M |
| Anderson Hoagland & Co. | 0.18% | Add +85.2% | 67,709 | $1.5M |
| Stokes Family Office, LLC | 0.17% | Add +48.9% | 67,038 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +14.4% | 66,451 | $1.5M |
| Spire Wealth Management | 0.05% | Reduce -4.3% | 66,015 | $1.5M |
| Mach-1 Financial Group, LLC | 0.46% | New | 66,021 | $1.5M |
| JPL Wealth Management, LLC | 0.43% | Add +48.9% | 65,912 | $1.5M |
| TD Waterhouse Canada Inc. | 0.01% | Add +4.5% | 64,559 | $1.5M |
| Bank of Marin | 1.88% | Add +21.9% | 64,291 | $1.5M |
| Wealth Advisory Solutions, LLC | 0.39% | Reduce -5.2% | 64,037 | $1.5M |
| Ascent Wealth Partners, LLC | 0.20% | Add +0.0% | 63,969 | $1.5M |
| MJT & Associates Financial Advisory Group, Inc. | 1.39% | — | 62,957 | $1.4M |
| BIP Wealth, LLC | 0.09% | Reduce -21.9% | 62,682 | $1.4M |
| Intelligence Driven Advisers, LLC | 0.28% | Reduce -17.3% | 62,291 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -7.1% | 62,208 | $1.4M |
| Alliance Wealth Advisors, LLC | 0.37% | Add +2.5% | 61,879 | $1.4M |
| Fifth Third Bancorp | 0.01% | Add +503.3% | 61,708 | $1.4M |
| One Wealth Advisors, LLC | 0.21% | Add +4.7% | 61,322 | $1.4M |
| Elevated Capital Advisors, LLC | 0.39% | Reduce -11.4% | 61,040 | $1.4M |
| Avondale Wealth Management | 0.88% | Reduce -1.6% | 60,746 | $1.4M |
| Alteri Wealth LLC | 0.61% | Reduce -8.4% | 60,592 | $1.4M |
| DMC Group, LLC | 1.13% | Add +58.3% | 60,162 | $1.4M |
| Hara Capital LLC | 0.93% | Add +220.8% | 60,098 | $1.4M |
| Prudential PLC | 0.01% | New | 59,000 | $1.4M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -4.1% | 58,770 | $1.4M |
| PFG Investments, LLC | 0.09% | Reduce -64.4% | 58,142 | $1.3M |
| Pinion Investment Advisors, LLC | 0.29% | Add +121.6% | 57,640 | $1.3M |
| Liberty Wealth Management LLC | 0.25% | Reduce -13.3% | 57,316 | $1.3M |
| Verdence Capital Advisors LLC | 0.10% | Reduce -5.4% | 57,131 | $1.3M |
| Paragon Private Wealth Management, LLC | 0.60% | Reduce -3.4% | 56,311 | $1.3M |
| WealthShield Partners, LLC | 0.17% | Add +51.3% | 55,896 | $1.3M |
| Waterloo Capital, L.P. | 0.12% | Add +5.2% | 55,874 | $1.3M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +15.7% | 55,159 | $1.3M |
| Advus Financial Partners, LLC | 0.35% | Reduce -3.0% | 54,971 | $1.3M |
| Regency Capital Management Inc.\DE | 0.75% | Add +96.6% | 54,597 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -2.9% | 54,030 | $1.2M |
| Certus Wealth Management, LLC | 0.83% | Add +2.1% | 54,223 | $1.2M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.29% | Add +37.2% | 53,322 | $1.2M |
| Clarendon Private LLC | 1.29% | Reduce -0.3% | 52,976 | $1.2M |
| Bestgate Wealth Advisors, LLC | 2.51% | Add +5.0% | 52,692 | $1.2M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -2.4% | 52,468 | $1.2M |
| Client 1ST Advisory Group, LLC | 0.47% | Reduce -3.3% | 52,251 | $1.2M |
| &partners | 0.01% | Reduce -21.5% | 51,886 | $1.2M |
| Transatlantique Private Wealth LLC | 0.46% | Add +106.6% | 50,580 | $1.2M |
| Atlatl Advisers LLC | 0.75% | Reduce -3.4% | 50,213 | $1.2M |
| Pines Wealth Management, LLC | 0.53% | Add +3.0% | 50,270 | $1.1M |
| Integrity Wealth Advisors, Inc. | 0.84% | Reduce -1.0% | 49,951 | $1.1M |
| SigFig Wealth Management, LLC | 0.04% | Add +2.0% | 49,989 | $1.1M |
| Willis Johnson & Associates, Inc. | 0.09% | Reduce -0.1% | 49,601 | $1.1M |
| Tme Financial, Inc. | 0.99% | Reduce -8.3% | 49,444 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +13.4% | 49,091 | $1.1M |
| Arete Wealth Advisors, LLC | 0.08% | Add +43.8% | 48,173 | $1.1M |
| Simplicity Wealth,LLC | 0.09% | Add +170.5% | 47,908 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -6.0% | 47,612 | $1.1M |
| Spectrum Wealth Counsel, LLC | 0.13% | Add +9.4% | 47,424 | $1.1M |
| PAX Financial Group, LLC | 0.19% | Reduce -19.0% | 46,610 | $1.1M |
| Old Mission Capital LLC | 0.02% | New | 46,259 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Reduce -59.4% | 45,700 | $1.1M |
| Perennial Investment Advisors, LLC | 0.12% | Reduce -9.1% | 45,397 | $1.0M |
| Brasada Capital Management, LP | 0.21% | Add +6.5% | 45,216 | $1.0M |
| Apollon Wealth Management, LLC | 0.02% | Add +7.1% | 44,837 | $1.0M |
| Certior Financial Group, LLC | 0.85% | Add +0.0% | 44,803 | $1.0M |
| Cornerstone Advisors Asset Management, LLC | 0.21% | Add +0.3% | 44,691 | $1.0M |
| Smartleaf Asset Management LLC | 0.10% | Add +152.6% | 44,412 | $1.0M |
| Marshall Financial Group, LLC | 0.22% | Reduce -4.8% | 44,166 | $1.0M |
| Inspire Advisors, LLC | 0.12% | Reduce -25.6% | 43,592 | $1.0M |
| Hoxton Planning & Management, LLC | 0.38% | Add +2.7% | 43,584 | $1.0M |
| Matauro, LLC | 0.20% | Reduce -6.2% | 43,504 | $1000K |
| Tudor Investment Corporation | 0.01% | New | 43,231 | $994K |
| Ade, LLC | 0.57% | Add +3.5% | 43,052 | $990K |
| LongView Wealth Management | 0.29% | Add +14.5% | 41,660 | $958K |
| True Vision MN LLC | 0.56% | Add +0.4% | 41,039 | $943K |
| National Wealth Management Group, LLC | 0.62% | Add +15.7% | 41,018 | $943K |
| Bay Harbor Wealth Management, LLC | 0.30% | Add +1.8% | 40,971 | $942K |
| Bryn Mawr Trust Advisors, LLC | 0.06% | New | 40,735 | $936K |
| Cherrydale Wealth Management, LLC | 0.37% | Add +11.7% | 40,542 | $932K |
| Van Hulzen Asset Management, LLC | 0.08% | Reduce -14.5% | 40,458 | $930K |
| Verus Capital Partners, LLC | 0.09% | Add +5.1% | 40,154 | $923K |
| Flagship Harbor Advisors, LLC | 0.05% | Add +30.1% | 40,018 | $920K |
| Stewardship Advisors, LLC | 0.25% | Reduce -48.5% | 39,997 | $919K |
| Kingsview Wealth Management, LLC | 0.02% | Add +0.7% | 39,573 | $910K |
| Balentine LLC | 0.04% | No change | 39,514 | $908K |
| Farmers National Bank | 0.26% | Add +34.2% | 39,509 | $908K |
| Copperleaf Capital, LLC | 0.54% | Reduce -5.0% | 39,468 | $907K |
| JB Capital LLC | 0.05% | Reduce -3.1% | 39,291 | $903K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +18.7% | 39,206 | $901K |
| Alterna Wealth Management, Inc. | 0.68% | Add +1.6% | 38,984 | $896K |
| Cobblestone Asset Management LLC | 0.52% | Add +59.0% | 38,877 | $894K |
| Pacific Financial Group Inc. | 0.72% | Add +3.0% | 38,874 | $894K |
| Tennessee Valley Asset Management Partners | 0.15% | Reduce -0.2% | 38,692 | $889K |
| Norden Group LLC | 0.10% | Reduce -7.7% | 38,504 | $885K |
| Captrust Financial Advisors | 0.00% | Reduce -98.7% | 38,395 | $883K |
| Advyzon Investment Management, LLC | 0.31% | Reduce -3.3% | 37,980 | $873K |
| Clear Harbor Asset Management, LLC | 0.07% | Reduce -55.4% | 37,245 | $856K |
| Baker Tilly Wealth Management, LLC | 0.34% | Reduce -4.2% | 37,234 | $856K |
| Net Worth Advisory Group | 0.27% | Add +12.3% | 37,062 | $852K |
| Foster & Motley Inc. | 0.05% | Reduce -3.0% | 36,737 | $844K |
| Corient Private Wealth LP | 0.00% | Add +4.0% | 36,610 | $842K |
| Harbour Investments, Inc. | 0.02% | Reduce -42.3% | 35,859 | $824K |
| KKM Financial LLC | 0.34% | Reduce -0.7% | 35,506 | $807K |
| Clifford Group, LLC | 0.75% | Reduce -0.5% | 34,733 | $798K |
| Signal Advisors Wealth, LLC | 0.08% | Reduce -11.2% | 34,295 | $788K |
| Croban | 0.73% | Add +11.0% | 34,289 | $788K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -10.2% | 34,065 | $783K |
| UMB Bank, n.a. | 0.01% | Add +0.3% | 33,971 | $781K |
| D.A. Davidson & Co. | 0.01% | New | 33,735 | $775K |
| HFG Wealth Management, LLC | 0.46% | New | 33,362 | $767K |
| Cahaba Wealth Management, Inc. | 0.06% | Add +0.6% | 33,132 | $762K |
| CENTRAL TRUST Co | 0.02% | Add +2.5% | 33,065 | $760K |
| 5T Wealth, LLC | 0.43% | Add +16.0% | 32,876 | $756K |
| Wedbush Securities Inc. | 0.03% | Reduce -4.7% | 32,782 | $753K |
| Summit X, LLC | 0.15% | Reduce -5.0% | 31,643 | $727K |
| Waverly Advisors, LLC | 0.01% | Add +18.6% | 31,029 | $713K |
| Csenge Advisory Group | 0.04% | Reduce -6.4% | 31,041 | $708K |
| MAI Capital Management | 0.01% | Add +13.1% | 30,603 | $703K |
| First Heartland Consultants, Inc. | 0.07% | Add +5.5% | 30,411 | $699K |
| Financial Partners Group, Inc | 0.11% | Add +0.2% | 30,310 | $697K |
| Stone House Investment Management, LLC | 0.14% | Add +22.9% | 29,614 | $681K |
| IFP Advisors, Inc | 0.02% | Add +22.6% | 29,306 | $674K |
| Invst, LLC | 0.09% | Reduce -21.8% | 29,162 | $670K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +23.1% | 28,746 | $661K |
| Cheviot Value Management, LLC | 0.08% | New | 28,904 | $658K |
| Invera Wealth Advisors, LLC | 0.42% | Add +8.3% | 28,563 | $657K |
| Prasad Wealth Partners, LLC | 0.21% | Reduce -90.9% | 27,382 | $629K |
| Two Sigma Securities, LLC | 0.10% | New | 27,325 | $628K |
| Migdal Insurance & Financial Holdings Ltd. | 0.01% | Reduce -19.3% | 27,239 | $626K |
| Oakworth Capital, Inc. | 0.04% | Add +5.0% | 27,119 | $623K |
| Rossby Financial, LCC | 0.27% | Add +14.8% | 27,191 | $623K |
| Moors & Cabot, Inc. | 0.03% | Add +3.5% | 26,594 | $611K |
| World Investment Advisors | 0.02% | Add +2.1% | 26,556 | $610K |
| Stelac Advisory Services LLC | 0.25% | No change | 26,437 | $608K |
| Stableford Capital II LLC | 0.26% | Add +8.9% | 26,634 | $608K |
| Investor's Fiduciary Advisor Network, LLC | 0.29% | Add +0.1% | 26,391 | $606K |
| Rialto Wealth Management, LLC | 0.19% | Add +10.3% | 26,145 | $601K |
| Darden Wealth Group Inc | 0.47% | No change | 25,929 | $596K |
| GK Wealth Management LLC | 0.74% | Reduce -1.6% | 25,898 | $595K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +49.2% | 25,858 | $594K |
| Financial Network Wealth Advisors LLC | 0.77% | Add +28.2% | 25,496 | $586K |
| Moneco Advisors, LLC | 0.06% | Reduce -15.9% | 25,446 | $585K |
| Franklin Resources Inc. | 0.00% | Reduce -6.8% | 25,412 | $584K |
| Cadinha & Co. LLC | 0.13% | Reduce -2.1% | 25,398 | $584K |
| Headlands Technologies LLC | 0.07% | Add +51.6% | 25,341 | $582K |
| Wallace Advisory Group, LLC | 0.40% | Add +7.6% | 25,269 | $581K |
| Maripau Wealth Management LLC | 0.33% | Reduce -8.8% | 25,121 | $577K |
| DAVENPORT & Co LLC | 0.00% | Add +1.3% | 25,102 | $577K |
| Empirical Asset Management, LLC | 0.20% | Reduce -70.3% | 24,923 | $573K |
| BOS Asset Management, LLC | 0.20% | Add +1.8% | 24,857 | $571K |
| Kingswood Wealth Advisors, LLC | 0.05% | Reduce -68.5% | 24,780 | $570K |
| Gateway Wealth Partners, LLC | 0.13% | Add +141.0% | 24,756 | $569K |
| Vermillion & White Wealth Management Group, LLC | 0.41% | Reduce -35.4% | 24,537 | $564K |
| Blair William & Co. | 0.00% | Reduce -11.1% | 24,362 | $560K |
| Canandaigua National Trust Co of Florida | 0.49% | Reduce -70.8% | 24,090 | $554K |
| Prosperity Consulting Group, LLC | 0.04% | Reduce -4.0% | 24,054 | $553K |
| Betterment LLC | 0.00% | Reduce -22.0% | 23,984 | $551K |
| First Horizon Advisors, Inc. | 0.02% | Reduce -25.2% | 23,962 | $551K |
| Petra Financial Advisors Inc. | 0.45% | No change | 23,889 | $549K |
| Spectrum Planning & Advisory Services Inc. | 0.45% | Reduce -1.1% | 23,714 | $545K |
| McNaughton Wealth Management, LLC | 0.26% | New | 23,530 | $541K |
| Destiny Wealth Partners, LLC | 0.09% | No change | 23,455 | $539K |
| West Wealth Group, LLC | 0.16% | Add +4.3% | 23,338 | $536K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -1.8% | 23,090 | $531K |
| Syntax Research, Inc. | 0.36% | Reduce -6.3% | 22,958 | $528K |
| Marex Group Ltd | 0.01% | No change | 22,953 | $528K |
| Financial Counselors Inc. | 0.01% | Reduce -3.3% | 22,896 | $526K |
| Brookwood Investment Group LLC | 0.09% | — | 22,866 | $526K |
| Fairvoy Private Wealth, LLC | 0.14% | Reduce -41.1% | 22,850 | $525K |
| Nwam LLC | 0.04% | Add +41.3% | 22,741 | $523K |
| Centurion Wealth Management LLC | 0.16% | No change | 22,629 | $520K |
| Roundview Capital LLC | 0.04% | Reduce -2.4% | 22,474 | $517K |
| DecisionMap Wealth Management, LLC | 0.39% | Add +10.1% | 22,217 | $511K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.1% | 22,203 | $510K |
| Cypress Wealth Services, LLC | 0.10% | Add +7.2% | 22,102 | $508K |
| ONE Advisory Partners, LLC | 0.21% | Add +0.5% | 21,538 | $495K |
| Americana Partners, LLC | 0.02% | Add +2.2% | 21,378 | $491K |
| IHT Wealth Management, LLC | 0.02% | Reduce -25.7% | 21,247 | $488K |
| Sand Hill Global Advisors, LLC | 0.02% | Reduce -98.6% | 21,204 | $487K |
| Redwood Investment Management, LLC | 0.05% | Add +133.2% | 20,937 | $481K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +2.5% | 20,748 | $477K |
| Mission Wealth Management, LP | 0.01% | New | 20,455 | $470K |
| Ascentis Independent Advisors | 0.09% | Reduce -2.7% | 20,267 | $466K |
| Keystone Financial Group | 0.05% | Reduce -14.4% | 20,208 | $464K |
| Falcon Wealth Planning | 0.05% | Add +4.6% | 20,100 | $462K |
| Endeavor Private Wealth, Inc. | 0.25% | Add +58.1% | 20,021 | $460K |
| Capital Analysts, LLC | 0.02% | Reduce -13.2% | 20,020 | $460K |
| Cahill Financial Advisors Inc. | 0.06% | Reduce -1.2% | 19,765 | $454K |
| Petix & Botte Co | 0.12% | Reduce -19.9% | 19,725 | $453K |
| Western Wealth Management, LLC | 0.03% | Reduce -65.2% | 19,647 | $452K |
| Transcend Capital Advisors, LLC | 0.03% | Add +20.8% | 19,255 | $443K |
| Tempus Wealth Planning, LLC | 0.13% | Reduce -12.8% | 19,135 | $440K |
| Black Swift Group, LLC | 0.10% | New | 19,064 | $438K |
| Arkadios Wealth Advisors | 0.02% | Add +13.3% | 18,862 | $434K |
| Heritage Family Offices, LLP | 0.22% | Reduce -29.8% | 18,814 | $432K |
| Magnolia Capital Advisors LLC | 0.12% | Add +3.6% | 18,728 | $430K |
| Creative Financial Designs Inc. | 0.03% | Reduce -10.2% | 18,683 | $429K |
| Meitav Investment House Ltd. | 0.01% | New | 18,659 | $429K |
| Patten Group, Inc. | 0.10% | Add +1.4% | 18,371 | $422K |
| Rinkey Investments | 0.13% | Add +0.0% | 18,309 | $421K |
| Members Trust Co | 0.01% | Add +7.5% | 18,216 | $419K |
| Keybank National Association | 0.00% | Add +0.8% | 18,077 | $416K |
| 4J Wealth Management LLC | 0.33% | Reduce -2.6% | 17,940 | $412K |
| NBT Bank, N.A. | 0.03% | Reduce -3.8% | 17,608 | $405K |
| Triumph Capital Management | 0.13% | Add +25.6% | 17,556 | $404K |
| Cooper Financial Group | 0.05% | Add +10.4% | 17,539 | $403K |
| Joel Adams & Associates, Inc. | 0.36% | Reduce -19.9% | 17,445 | $401K |
| Range Financial Group LLC | 0.18% | Add +20.8% | 17,415 | $400K |
| Lido Advisors, LLC | 0.00% | Reduce -42.7% | 17,125 | $394K |
| FineMark National Bank & Trust | 0.01% | Reduce -8.3% | 17,080 | $393K |
| Carolinas Wealth Consulting LLC | 0.08% | Add +0.3% | 17,042 | $392K |
| Novus Advisors, LLC | 0.39% | Reduce -44.2% | 17,004 | $391K |
| Brown Brothers Harriman & Co. | 0.00% | Add +0.2% | 16,991 | $391K |
| Rhumbline Advisers | 0.00% | No change | 16,974 | $390K |
| Dunhill Financial, LLC | 0.17% | New | 16,630 | $382K |
| WCG Wealth Advisors LLC | 0.03% | Reduce -73.9% | 16,478 | $379K |
| Burke & Herbert Bank & Trust Co. | 0.09% | Reduce -4.1% | 16,321 | $375K |
| XTX Topco Ltd | 0.02% | New | 16,319 | $375K |
| Charter Oak Capital Management, LLC | 0.03% | Add +3.9% | 16,271 | $374K |
| Delta Asset Management LLC | 0.04% | No change | 16,084 | $370K |
| Keystone Financial Services | 0.14% | Add +9.1% | 15,992 | $368K |
| City State Bank | 0.12% | Add +3.3% | 15,891 | $365K |
| Aprio Wealth Management, LLC | 0.05% | New | 15,859 | $365K |
| Rothschild Wealth LLC | 0.10% | Reduce -10.8% | 15,844 | $364K |
| BCGM Wealth Management, LLC | 0.11% | Reduce -0.6% | 15,662 | $360K |
| Caliber Wealth Management, LLC / KS | 0.05% | — | 15,637 | $359K |
| SageView Advisory Group, LLC | 0.02% | Reduce -88.0% | 15,616 | $359K |
| Insigneo Advisory Services, LLC | 0.04% | Add +34.8% | 15,431 | $355K |
| Mayflower Financial Advisors, LLC | 0.05% | Reduce -5.2% | 15,401 | $354K |
| One Wealth Capital Management, LLC | 0.19% | Reduce -9.3% | 15,395 | $354K |
| Citizens Financial Group Inc. | 0.01% | Reduce -0.3% | 15,252 | $351K |
| Prudent Investors Network, Inc. | 0.10% | Reduce -22.0% | 15,206 | $350K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -7.9% | 15,182 | $349K |
| IRON Financial LLC | 0.19% | Reduce -2.6% | 15,054 | $346K |
| Apeiron RIA LLC | 0.10% | Reduce -0.7% | 15,029 | $345K |
| My Legacy Advisors, LLC | 0.13% | Add +22.4% | 14,916 | $343K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +5.3% | 14,627 | $336K |
| Cary Street Partners Financial LLC | 0.01% | Add +11.8% | 14,565 | $335K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +1.1% | 14,524 | $334K |
| Legacy Financial Group LLC | 0.05% | Reduce -0.1% | 14,454 | $332K |
| Roof Eidam Maycock Peralta, LLC | 0.09% | New | 14,385 | $331K |
| Agf Management Ltd. | 0.00% | Reduce -49.2% | 14,350 | $330K |
| MIdWestOne Financial Group, Inc. | 0.05% | No change | 14,301 | $329K |
| Columbus Macro, LLC | 0.04% | Add +0.1% | 14,297 | $329K |
| Adventist Health System Sunbelt Healthcare Corp. | 0.01% | Reduce -97.7% | 13,957 | $321K |
| Wealth Alliance, LLC | 0.04% | Add +5.0% | 13,838 | $318K |
| Savvy Advisors, Inc. | 0.03% | Add +26.2% | 13,771 | $317K |
| Concorde Asset Management, LLC | 0.17% | Reduce -11.8% | 13,868 | $316K |
| Security Financial Services, INC. | 0.06% | Add +1.2% | 13,645 | $314K |
| Portfolio Strategies, Inc. | 0.05% | New | 13,598 | $313K |
| Prosperity Financial Group, Inc. | 0.16% | New | 13,574 | $312K |
| Bellwether Advisors, LLC | 0.07% | Reduce -1.3% | 13,535 | $311K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -0.4% | 13,448 | $309K |
| Aberdeen Group plc | 0.00% | Add +5.0% | 13,306 | $306K |
| Gen-Wealth Partners Inc | 0.13% | Add +11.5% | 13,289 | $305K |
| Belpointe Asset Management LLC | 0.02% | Reduce -31.2% | 13,267 | $305K |
| CoreCap Advisors, LLC | 0.01% | Add +6.2% | 13,213 | $304K |
| Axis Wealth Partners, LLC | 0.22% | Reduce -2.1% | 13,122 | $302K |
| Evercore Wealth Management, LLC | 0.00% | No change | 13,031 | $300K |
| Bison Wealth, LLC | 0.03% | Reduce -10.8% | 13,027 | $299K |
| Lifelong Wealth Advisors, Inc. | 0.14% | Add +6.6% | 12,912 | $297K |
| Simon Quick Advisors, LLC | 0.02% | New | 12,703 | $292K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +13.4% | 12,623 | $290K |
| Fourth Dimension Wealth, LLC | 0.14% | Add +0.0% | 12,586 | $289K |
| Wick Capital Partners, LLC | 0.09% | New | 12,579 | $289K |
| Gotham Asset Management | 0.00% | Reduce -50.1% | 12,515 | $288K |
| Independence Bank of Kentucky | 0.04% | Reduce -2.4% | 12,468 | $287K |
| Magnus Financial Group LLC | 0.03% | Add +32.6% | 12,304 | $283K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +6.8% | 12,085 | $278K |
| Focus Financial Network, Inc. | 0.01% | Reduce -47.8% | 12,017 | $276K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -7.7% | 11,938 | $274K |
| Barnes Wealth Management Group, Inc | 0.18% | Add +2.5% | 11,917 | $274K |
| International Assets Investment Management, LLC | 0.02% | Reduce -3.1% | 11,898 | $273K |
| Seven Mile Advisory | 0.18% | Add +18.1% | 11,841 | $272K |
| Firethorn Wealth Partners, LLC | 0.13% | Add +6.9% | 11,814 | $272K |
| Meyer Handelman Co. | 0.01% | Add +14.6% | 11,791 | $271K |
| Rothschild Investment LLC | 0.02% | Reduce -19.7% | 11,706 | $269K |
| Three Bridge Wealth Advisors, LLC | 0.09% | No change | 11,651 | $268K |
| Seldon Capital LP | 0.17% | No change | 11,600 | $267K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 11,380 | $262K |
| Golden State Wealth Management, LLC | 0.04% | Add +242.0% | 11,299 | $260K |
| Fisher Asset Management | 0.00% | Reduce -38.4% | 11,249 | $259K |
| Costello Asset Management, INC | 0.10% | Reduce -33.1% | 11,227 | $258K |
| GDS Wealth Management | 0.02% | Add +4.3% | 11,203 | $258K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -1.6% | 11,169 | $257K |
| Collaborative Wealth Managment Inc. | 0.12% | Add +14.9% | 11,163 | $257K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 11,144 | $256K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -24.9% | 11,121 | $256K |
| Mgo One Seven LLC | 0.01% | New | 10,888 | $250K |
| Twin Peaks Wealth Advisors, LLC | 0.11% | Reduce -82.5% | 10,769 | $245K |
| Colonial Trust Co / SC | 0.04% | Add +264.2% | 10,642 | $245K |
| LifePlan Investment Advisors, Inc. | 0.14% | Add +21.3% | 10,584 | $243K |
| Modera Wealth Management, LLC | 0.00% | Add +14.8% | 10,542 | $242K |
| Hickory Point Bank & Trust | 0.21% | New | 10,507 | $242K |
| Pinnacle Financial Partners Inc | 0.00% | Reduce -53.0% | 10,494 | $241K |
| Independent Advisor Alliance | 0.01% | Reduce -97.4% | 10,465 | $241K |
| Tyler-Stone Wealth Management | 0.04% | Reduce -15.8% | 10,407 | $239K |
| Advisor OS, LLC | 0.03% | Reduce -32.6% | 10,285 | $236K |
| NewEdge Wealth, LLC | 0.00% | Reduce -3.0% | 10,248 | $236K |
| Eagle Rock Investment Company, LLC | 0.04% | No change | 10,175 | $234K |
| MSH Capital Advisors LLC | 0.07% | New | 9,941 | $228K |
| Sigma Planning Corp | 0.01% | Reduce -4.7% | 9,889 | $227K |
| Essex Bank | 0.06% | Reduce -25.4% | 9,871 | $227K |
| BCU Wealth Advisors, LLC | 0.12% | Add +7.6% | 9,805 | $225K |
| Two West Capital Advisors LLC | 0.19% | Reduce -32.0% | 9,922 | $225K |
| Apella Capital, LLC | 0.01% | Reduce -15.8% | 9,698 | $221K |
| Fortitude Advisory Group L.L.C. | 0.16% | Reduce -93.0% | 9,629 | $220K |
| Accredited Investor Services, LLC | 0.18% | New | 9,509 | $219K |
| Keebeck Wealth Management | 0.03% | New | 9,503 | $218K |
| Theory Financial LLC | 0.09% | Add +4.2% | 9,481 | $218K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -0.4% | 9,478 | $218K |
| McGlone Suttner Wealth Management, Inc. | 0.04% | New | 9,472 | $218K |
| Mirabella Financial Services LLP | 0.01% | New | 10,000 | $213K |
| Sterling Investment Counsel, LLC | 0.07% | Add +2.1% | 9,241 | $212K |
| Berger Financial Group, Inc | 0.01% | New | 9,108 | $209K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +2.3% | 9,098 | $209K |
| Columbia River Financial Group, LLC | 0.14% | New | 9,131 | $209K |
| Corus Family Wealth Advisors | 0.14% | Reduce -12.6% | 9,064 | $208K |
| LaSalle St. Investment Advisors, LLC | 0.05% | Add +0.0% | 8,957 | $205K |
| Aspire Private Capital, LLC | 0.05% | Reduce -13.5% | 8,898 | $205K |
| SIMA Wealth Partners, LLC | 0.17% | Reduce -21.5% | 8,868 | $204K |
| Chesapeake Wealth Management | 0.07% | Reduce -1.0% | 8,862 | $204K |
| Optimum Investment Advisors | 0.09% | Add +2.6% | 8,705 | $200K |
| South Plains Financial, Inc. | 0.15% | No change | 8,500 | $195K |
| Signature Resources Capital Management, LLC | 0.15% | Add +17.0% | 7,764 | $178K |
| PrairieView Partners, LLC | 0.02% | Reduce -6.6% | 7,614 | $175K |
| Proffitt & Goodson Inc. | 0.03% | Reduce -6.7% | 7,473 | $172K |
| Truvestments Capital LLC | 0.04% | Reduce -1.9% | 7,342 | $169K |
| Tidemark, LLC | 0.06% | Add +4.2% | 7,333 | $169K |
| Albion Financial Group | 0.01% | Add +1066.7% | 7,000 | $161K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -63.2% | 6,665 | $152K |
| Continuum Advisory, LLC | 0.02% | Reduce -9.8% | 6,367 | $146K |
| Farmers & Merchants Trust Co of Chambersburg PA | 0.05% | New | 6,223 | $143K |
| Transce3nd, LLC | 0.06% | Reduce -32.3% | 6,161 | $142K |
| Sandy Spring Bank | 0.01% | Reduce -12.4% | 6,046 | $139K |
| Lanark Financial, Inc. | 0.01% | — | 5,860 | $134K |
| Rosenberg Matthew Hamilton | 0.03% | Reduce -1.4% | 5,702 | $131K |
| Richardson Financial Services Inc. | 0.10% | Add +8.3% | 5,667 | $130K |
| Deane Retirement Strategies, Inc. | 0.06% | Reduce -4.0% | 5,546 | $127K |
| Adirondack Trust Co. | 0.05% | No change | 5,396 | $124K |
| GeoWealth Management, LLC | 0.00% | Add +12.7% | 5,352 | $123K |
| Marshall & Sterling Wealth Advisors Inc. | 0.08% | New | 5,129 | $118K |
| Pflug Koory, LLC | 0.06% | No change | 4,953 | $114K |
| Bogart Wealth, LLC | 0.01% | Add +0.1% | 4,793 | $110K |
| Centaurus Financial, Inc. | 0.01% | Reduce -29.5% | 4,403 | $101K |
| Johnson Financial Group, Inc. | 0.00% | Reduce -47.6% | 4,369 | $100K |
| Caldwell Trust Co | 0.01% | Reduce -46.5% | 4,229 | $97K |
| AlphaCore Capital LLC | 0.01% | Add +1077.7% | 4,216 | $97K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.0% | 4,207 | $97K |
| Cape Investment Advisory, Inc. | 0.04% | Add +29.7% | 4,139 | $95K |
| First PREMIER Bank | 0.02% | No change | 4,045 | $93K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +103.0% | 3,967 | $91K |
| Ameritas Investment Partners, Inc. | 0.00% | New | 3,827 | $88K |
| Redwood Park Advisors LLC | 0.07% | Reduce -23.5% | 3,640 | $84K |
| Piscataqua Savings Bank | 0.07% | No change | 3,507 | $81K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +0.5% | 3,502 | $80K |
| Pacifica Partners Inc. | 0.04% | Add +48.8% | 3,439 | $80K |
| Arax Advisory Partners | 0.01% | Add +26.4% | 3,409 | $78K |
| Retirement Wealth Solutions LLC | 0.06% | Add +19.2% | 3,195 | $73K |
| Cary Street Partners Investment Advisory LLC | 0.04% | Add +17.4% | 3,145 | $72K |
| Motco | 0.01% | Add +3398.8% | 2,974 | $68K |
| Trust Co. of Vermont | 0.00% | No change | 2,828 | $65K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +23.6% | 2,827 | $65K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 2,725 | $62K |
| Ancora Advisors LLC | 0.00% | Add +1.8% | 2,648 | $61K |
| REAP Financial Group, LLC | 0.01% | No change | 2,629 | $60K |
| Glen Eagle Advisors, LLC | 0.01% | Add +123.0% | 2,424 | $56K |
| Financial Gravity Asset Management, Inc. | 0.01% | — | 2,338 | $54K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -43.2% | 2,295 | $53K |
| Indiana Trust & Investment Management Co | 0.02% | No change | 2,264 | $52K |
| Cornerstone Planning Group LLC | 0.01% | Reduce -4.3% | 2,279 | $52K |
| TCTC Holdings, LLC | 0.00% | No change | 2,158 | $50K |
| Horizon Investments, LLC | 0.00% | No change | 2,089 | $48K |
| Cherry Tree Wealth Management, LLC | 0.01% | No change | 2,006 | $46K |
| Avion Wealth | 0.01% | No change | 2,038 | $46K |
| Montag A & Associates Inc. | 0.00% | No change | 1,991 | $46K |
| Whittier Trust Co. | 0.00% | Add +230.1% | 1,918 | $44K |
| Decker Retirement Planning Inc. | 0.03% | No change | 1,881 | $43K |
| Painted Porch Advisors LLC | 0.02% | New | 1,819 | $42K |
| Ameriflex Group, Inc. | 0.02% | Add +42.8% | 1,818 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 1,815 | $42K |
| EPG Wealth Management LLC | 0.01% | Reduce -7.9% | 1,731 | $40K |
| WealthCollab, LLC | 0.02% | No change | 1,678 | $39K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +165.1% | 1,654 | $38K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -1.6% | 1,602 | $37K |
| Godsey & Gibb, Inc. | 0.00% | New | 1,541 | $35K |
| PSI Advisors, LLC | 0.01% | Add +3.8% | 1,533 | $35K |
| TruNorth Capital Management, LLC | 0.01% | New | 1,415 | $33K |
| Wood Tarver Financial Group, LLC | 0.01% | Reduce -16.3% | 1,391 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 1,340 | $31K |
| Citizens National Bank Trust Department | 0.01% | New | 1,333 | $31K |
| Concord Wealth Partners | 0.00% | No change | 1,235 | $28K |
| Dogwood Wealth Management LLC | 0.01% | No change | 1,179 | $27K |
| Abound Wealth Management | 0.01% | New | 1,172 | $27K |
| Semmax Financial Advisors Inc. | 0.01% | Add +9.1% | 1,165 | $27K |
| VSM Wealth Advisory, LLC | 0.01% | New | 1,132 | $26K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 1,126 | $26K |
| Towne Trust Company, N.A | 0.01% | No change | 1,118 | $26K |
| Legacy Wealth Managment, LLC | 0.02% | Add +375.0% | 1,064 | $24K |
| Christopher J. Hasenberg, Inc | 0.01% | New | 1,050 | $24K |
| Tsfg, LLC | 0.00% | No change | 1,044 | $24K |
| Investors Research Corp | 0.01% | No change | 1,037 | $24K |
| Canton Hathaway, LLC | 0.00% | No change | 1,000 | $23K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Add +47.0% | 991 | $23K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 989 | $23K |
| New Republic Capital, LLC | 0.01% | Add +0.5% | 967 | $22K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 965 | $22K |
| Colonial Trust Advisors | 0.00% | No change | 962 | $22K |
| FAS Wealth Partners, Inc. | 0.00% | Add +13.1% | 943 | $22K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 934 | $21K |
| Archer Investment Corp | 0.01% | No change | 929 | $21K |
| Signaturefd, LLC | 0.00% | Reduce -91.1% | 905 | $21K |
| Your Advocates Ltd., LLP | 0.01% | No change | 873 | $20K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 873 | $20K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 826 | $19K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 824 | $19K |
| BankPlus Trust Department | 0.01% | Reduce -9.0% | 785 | $18K |
| Sound Income Strategies, LLC | 0.00% | Add +138.6% | 761 | $17K |
| Barrett & Company, Inc. | 0.01% | No change | 692 | $16K |
| MTM Investment Management, LLC | 0.01% | Add +0.6% | 653 | $15K |
| Financial Connections Group, Inc. | 0.01% | Add +0.6% | 691 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 645 | $15K |
| Aventura Private Wealth, LLC | 0.01% | No change | 638 | $15K |
| Peoples Financial Services Corp. | 0.01% | No change | 619 | $14K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 590 | $14K |
| Prudent Man Investment Management, Inc. | 0.01% | No change | 575 | $13K |
| Larson Financial Group LLC | 0.00% | Reduce -62.5% | 570 | $13K |
| Sachetta, LLC | 0.01% | Reduce -12.7% | 548 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.6% | 515 | $12K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -64.5% | 490 | $11K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -91.0% | 462 | $11K |
| Park Place Capital Corp | 0.00% | No change | 451 | $10K |
| West Branch Capital LLC | 0.00% | No change | 447 | $10K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 443 | $10K |
| Arlington Trust Co LLC | 0.00% | No change | 441 | $10K |
| WFA Asset Management Corp | 0.01% | New | 421 | $10K |
| Bokf, NA | 0.00% | Reduce -88.9% | 370 | $9K |
| N.E.W. Advisory Services LLC | 0.00% | New | 338 | $8K |
| Robinswood Financial LLC | 0.00% | New | 321 | $7K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +6.7% | 320 | $7K |
| Collier Financial | 0.01% | Reduce -99.0% | 319 | $7K |
| Register Financial Advisors LLC | 0.00% | Add +249.4% | 276 | $6K |
| Clark Wealth Partners | 0.00% | New | 266 | $6K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 254 | $6K |
| Northwest Capital Management Inc | 0.00% | No change | 252 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 242 | $6K |
| WestEnd Advisors, LLC | 0.00% | Add +0.8% | 242 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 236 | $5K |
| Pineridge Advisors LLC | 0.00% | Reduce -68.9% | 230 | $5K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Reduce -51.1% | 213 | $5K |
| Davis Capital Management | 0.00% | No change | 208 | $5K |
| Heritage Wealth Advisors | 0.00% | Add +0.6% | 177 | $4K |
| Tompkins Financial Corp. | 0.00% | Add +592.0% | 173 | $4K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 173 | $4K |
| SouthState Bank Corp | 0.00% | New | 171 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 147 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | Add +0.9% | 113 | $3K |
| NorthRock Partners, LLC | 0.00% | Reduce -81.3% | 125 | $3K |
| LRI Investments, LLC | 0.00% | No change | 122 | $3K |
| Bristlecone Advisors, LLC | 0.00% | No change | 115 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 113 | $3K |
| JNBA Financial Advisors | 0.00% | New | 106 | $2K |
| North Capital, Inc. | 0.00% | — | 105 | $2K |
| PMV Capital Advisers, LLC | 0.01% | New | 102 | $2K |
| Integrity Financial Corp | 0.00% | No change | 102 | $2K |
| Howe & Rusling Inc. | 0.00% | Reduce -44.8% | 101 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $2K |
| Virtus Advisers, LLC | 0.00% | New | 95 | $2K |
| Kozak & Associates, Inc. | 0.00% | Add +1.3% | 76 | $2K |
| Eastern Bank | 0.00% | New | 67 | $2K |
| Capital A Wealth Management, LLC | 0.00% | No change | 57 | $1K |
| Eukles Asset Management | 0.00% | No change | 57 | $1K |
| Logan Capital Management Inc. | 0.00% | No change | 54 | $1K |
| Kiker Wealth Management, LLC | 0.00% | Reduce -78.8% | 49 | $1K |
| Hexagon Capital Partners LLC | 0.00% | No change | 45 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 26 | $1K |
| Tortoise Investment Management, LLC | 0.00% | No change | 42 | $965 |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -23.1% | 40 | $919 |
| Asset Dedication, LLC | 0.00% | No change | 37 | $851 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -98.0% | 36 | $828 |
| Bfsg, LLC | 0.00% | No change | 29 | $667 |
| Park Square Financial Group, LLC | 0.00% | No change | 24 | $552 |
| Inlight Wealth Management, LLC | 0.00% | New | 15 | $345 |
| Glassman Wealth Services | 0.00% | No change | 10 | $230 |
| Winnacle Wealth LLC | 0.00% | No change | 5 | $93 |
| Realta Investment Advisors | 0.00% | No change | 3 | $69 |
"% 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.