iShares US Treasury Bond ETFGOVTETF

13F holders, Q3 2025 (September 30)
789holders +17
72new positions
50sold out
2famous investors
$21.77avg. 13F price*

At the end of Q3 2025, 789 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 17 from Q2 2025. 72 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($8.4B), LPL Financial LLC ($2.6B) and Envestnet Asset Management Inc. ($1.8B). 2 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

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

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions72$84.7M
Exits50$116.0M

All 13F filers, Q2 2025 → Q3 2025: 159,156,568 shares bought and 21,990,245 shares sold, net +137,166,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 789 holders

Bank of America Corp. 0.63% Add +12.6% 362,138,521 $8.4B
LPL Financial LLC 0.75% Add +5.2% 111,201,014 $2.6B
Envestnet Asset Management Inc. 0.51% Add +2.8% 76,659,922 $1.8B
Truist Financial Corp. 2.15% Reduce -0.6% 68,704,223 $1.6B
PNC Financial Services Group, Inc. 0.68% Add +17.3% 48,268,533 $1.1B
JPMorgan Chase & Co. 0.06% Add +3.8% 41,857,399 $967.7M
Morgan Stanley 0.05% Add +5.4% 33,278,312 $769.4M
Tiaa Trust, National Association 1.84% Add +6.6% 32,786,823 $758.0M
Wealth Enhancement Advisory Services, LLC 0.95% Add +8.7% 27,236,673 $628.8M
Assetmark, Inc. 1.20% Add +7.9% 24,250,754 $560.7M
Allworth Financial LP 2.30% Add +2.9% 22,441,627 $518.9M
Jordan Park Group LLC 26.27% Reduce -5.1% 19,915,035 $460.4M
Charles Schwab Investment Management Inc. 0.07% Reduce -1.6% 19,576,647 $452.6M
Fund Evaluation Group, LLC 12.64% Add +12.3% 15,108,902 $349.3M
BlackRock, Inc. 0.00% Reduce -4.9% 11,455,526 $264.9M
Morningstar Investment Management LLC 9.12% Reduce -3.5% 10,701,492 $247.4M
FMR LLC 0.01% Reduce -12.2% 8,016,429 $185.3M
United Capital Financial Advisors, LLC 1.31% Add +0.7% 7,889,842 $182.4M
TD Private Client Wealth LLC 3.49% Add +4.9% 6,703,746 $155.0M
Norinchukin Bank, The 1.85% Add +3.6% 5,958,600 $137.8M
UBS Group AG 0.03% Reduce -7.4% 5,522,534 $127.7M
Ameriprise Financial Inc. 0.03% Reduce -9.6% 5,190,877 $118.5M
Cobblestone Capital Advisors LLC 5.48% Reduce -2.1% 4,937,659 $114.2M
Mill Creek Capital Advisors, LLC 2.19% Add +6.5% 4,594,829 $106.2M
Royal Bank of Canada 0.02% Add +14.1% 4,478,278 $103.5M
Northern Trust Corp. 0.01% Add +0.6% 4,286,929 $99.1M
MCF Advisors LLC 6.06% Add +3.3% 4,277,182 $98.9M
Cetera Investment Advisers 0.10% Reduce -5.5% 3,701,489 $85.6M
1607 Capital Partners, LLC 6.43% Add +20.9% 3,691,522 $85.3M
Osaic Holdings, Inc. 0.11% Add +21.7% 3,543,691 $81.7M
SYM FINANCIAL Corp 8.63% Add +6.2% 3,489,138 $80.7M
Crestwood Advisors Group, LLC 1.36% Add +0.1% 3,464,589 $80.1M
Wedmont Private Capital 2.92% Add +11.1% 3,406,789 $78.6M
Alesco Advisors, LLC, An ESL Co 2.11% Add +4.3% 3,373,028 $78.0M
Castleark Management LLC 2.11% No change 3,258,099 $75.3M
AE Wealth Management LLC 0.46% Add +29.2% 3,104,757 $71.8M
Merit Financial Group, LLC 0.59% Add +57.7% 2,753,378 $63.7M
Trilogy Capital Inc. 2.82% Add +33.4% 2,634,835 $60.9M
Raymond James Financial Inc. 0.02% Add +3.0% 2,415,912 $55.9M
Thrivent Financial for Lutherans 0.11% Add +34.0% 2,361,281 $54.6M
MML Investors Services, LLC 0.14% Add +0.9% 2,305,033 $53.3M
Janney Montgomery Scott LLC 0.12% Add +2.1% 2,269,556 $52.5M
Dodds Wealth, LLC 12.90% Add +5.6% 2,252,992 $52.1M
Jump Financial, LLC 0.69% New 74,263,136 $51.9M
Bank of New York Mellon Corp 0.01% Reduce -4.5% 2,022,704 $46.8M
Wells Fargo & Company 0.01% Add +16.2% 1,996,280 $46.2M
McKinley Carter Wealth Services, Inc. 2.40% Add +2.5% 1,975,529 $45.7M
Brown Advisory Inc. 0.06% Add +25.9% 1,932,479 $44.7M
Prime Capital Investment Advisors, LLC 0.55% Reduce -6.5% 1,903,120 $44.0M
Sanctuary Advisors, LLC 0.24% Reduce -1.2% 1,838,803 $42.5M
Mirae Asset Global Investments Co., Ltd. 0.13% Add +59.3% 1,738,318 $40.2M
Foster Group, Inc. 1.17% Reduce -0.5% 1,611,527 $37.3M
NorthCoast Asset Management LLC 0.14% Reduce -1.4% 1,603,899 $37.1M
US Bancorp \de 0.04% Add +3.2% 1,599,958 $37.0M
Cresset Asset Management, LLC 0.16% Add +26.8% 1,575,125 $36.4M
State Farm Mutual Automobile Insurance Co. 0.03% Add +237.1% 1,574,408 $36.4M
3EDGE Asset Management, LP 2.05% Reduce -3.3% 1,569,850 $36.3M
Bailard, Inc. 0.78% Add +14.7% 1,559,396 $36.1M
Heck Capital Advisors, LLC 2.64% Add +11.9% 1,475,916 $34.1M
Verum Partners LLC 7.08% Add +4.3% 1,436,554 $33.2M
Envestnet Portfolio Solutions, Inc. 0.11% Add +4.0% 1,311,140 $30.3M
Lockheed Martin Investment Management Co. 1.06% Add +31.6% 1,250,000 $28.9M
BlueStem Wealth Partners, LLC 3.19% Add +9.6% 1,206,567 $27.9M
DDFG, Inc 6.26% Add +40.4% 1,171,830 $27.1M
Nationwide Fund Advisors 1.48% Reduce -0.8% 1,164,114 $26.9M
Acorns Advisers, LLC 0.21% Add +5.8% 1,147,436 $26.5M
Cwm, LLC 0.08% Reduce -16.9% 1,143,204 $26.4M
Commonwealth Equity Services, LLC 0.03% Reduce -1.0% 1,131,229 $26.2M
Cambridge Investment Research Advisors, Inc. 0.07% Add +3.7% 1,121,723 $25.9M
Brueske Advisory Services, LLC 13.82% Reduce -0.3% 1,095,992 $25.3M
Commerce Bank 0.14% Reduce -8.4% 1,078,377 $24.9M
Johnson Bixby & Associates, LLC 3.17% Add +3.4% 1,069,575 $24.7M
Cutler Investment Counsel LLC 2.56% Add +3.4% 1,054,891 $24.4M
Lifeworks Advisors, LLC 3.25% Add +5.3% 1,049,542 $24.3M
Rockefeller Capital Management L.P. 0.05% Reduce -0.2% 1,012,382 $23.4M
Cerity Partners LLC 0.04% Reduce 0.0% 995,572 $23.2M
Seneca Financial Advisors LLC 7.31% Add +7.3% 967,866 $22.4M
Park Avenue Securities LLC 0.17% Add +10.2% 948,583 $21.9M
Genus Capital Management Inc. 2.50% Reduce -44.3% 932,420 $21.6M
Roberts Financial Services LLC 6.70% Add +41.3% 897,634 $20.8M
Geneos Wealth Management Inc. 0.51% Add +9.0% 865,293 $20.0M
Equitable Holdings, Inc. 0.15% Add +11.1% 857,979 $19.8M
Envision Financial Planning, LLC 8.36% Add +18.9% 852,309 $19.7M
Stifel Financial Corp. 0.02% Reduce -12.9% 836,337 $19.3M
Strategic Blueprint, LLC 0.84% Add +6.9% 835,703 $19.3M
Savant Capital, LLC 0.12% Reduce -0.6% 828,800 $19.2M
Annandale Capital, LLC 3.38% Add +1.4% 823,277 $19.0M
Schmidt P J Investment Management Inc. 3.14% Reduce -2.7% 821,700 $19.0M
Capital Planning Advisors, LLC 2.54% Reduce -7.3% 800,383 $18.5M
St Germain D J Co. Inc. 0.69% Add +0.4% 750,763 $17.4M
Global Retirement Partners, LLC 0.38% Add +2.0% 741,006 $17.1M
Sumitomo Mitsui Financial Group, Inc. 0.28% Add +3.7% 691,289 $16.0M
Key Financial Inc 2.88% Add +10.8% 674,319 $15.6M
Cambridge Associates LLC /Ma/ 0.27% No change 644,870 $14.9M
Perigon Wealth Management, LLC 0.30% Add +2.4% 640,409 $14.8M
Snider Financial Group 4.02% Add +1.5% 637,171 $14.7M
Macquarie Group Ltd. 0.02% No change 633,927 $14.7M
Private Advisor Group, LLC 0.07% Add +1.8% 633,723 $14.7M
Bernardo Wealth Planning LLC 2.75% Add +11.1% 605,749 $14.0M
Seven Mile Advisory 2.29% Add +4911.8% 603,568 $14.0M
Coldstream Capital Management Inc. 0.19% Add +2.2% 599,347 $13.9M
Pacific Wealth Management 6.92% Reduce -10.5% 594,687 $13.7M
NewEdge Advisors, LLC 0.06% Add +12.7% 591,854 $13.7M
Integrity Alliance, Llc. 0.64% Add +8.3% 591,331 $13.7M
Mma Asset Management LLC 4.53% Add +8.5% 587,065 $13.6M
Topel & Distasi Wealth Management, LLC 6.62% Add +3.7% 580,067 $13.4M
Gibbs Wealth Management 2.96% Reduce -33.0% 566,973 $13.1M
Mariner, LLC 0.02% Add +32.5% 566,855 $13.1M
Principal Securities, Inc. 0.21% Add +59.9% 563,417 $13.0M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -25.7% 560,853 $13.0M
Integrated Wealth Concepts LLC 0.11% Reduce -1.0% 555,243 $12.8M
Strategic Investment Advisors / MI 1.15% Reduce -100.0% 111 $12.7M
SCS Capital Management LLC 0.14% Add +0.5% 549,676 $12.7M
Modern Wealth Management, LLC 0.25% Reduce -7.0% 541,825 $12.5M
Cerity Partners OCIO LLC 0.63% Add +4.3% 534,247 $12.4M
National Bank of Canada 0.01% Add +56.3% 527,638 $12.2M
Montecito Bank & Trust 1.87% — 521,927 $12.1M
Triad Wealth Partners, LLC 1.50% Add +333.4% 504,156 $11.7M
Phoenix Financial Ltd. 0.14% Add +1.4% 498,043 $11.5M
Bartlett & Co. Wealth Management LLC 0.15% Reduce -38.1% 495,370 $11.5M
Silphium Asset Management Ltd 3.36% No change 491,200 $11.4M
Anfield Capital Management, LLC 3.32% Reduce -4.4% 487,890 $11.3M
Meridian Wealth Management, LLC 0.43% Add +4.9% 484,147 $11.2M
Seascape Capital Management 3.20% Reduce -1.4% 482,606 $11.2M
Farther Finance Advisors, LLC 0.16% Reduce -0.9% 466,029 $10.8M
Spectrum Strategic Capital Management, LLC 6.44% Reduce -1.3% 465,287 $10.8M
Itau Unibanco Holding S.A. 0.35% Reduce -51.1% 445,745 $10.3M
Steward Partners Investment Advisory, LLC 0.06% Add +2.9% 437,409 $10.1M
Klaas Financial Asset Advisors, LLC 1.50% Add +2.2% 433,623 $10.0M
IFG Advisory, LLC 0.44% Add +7.2% 422,950 $9.8M
Robertson Stephens Wealth Management, LLC 0.29% Add +4.2% 417,081 $9.6M
Clear Creek Financial Management, LLC 0.83% Reduce -4.7% 414,158 $9.6M
Atria Investments, Inc 0.11% Add +50.7% 411,521 $9.5M
Barclays PLC 0.00% Reduce -1.6% 404,851 $9.4M
Diversify Advisory Services, LLC 0.31% Add +16.8% 403,300 $9.3M
Compagnie Lombard Odier SCmA 0.10% Add +2.4% 402,551 $9.3M
Diversify Wealth Management, LLC 0.52% Add +12.6% 392,779 $9.1M
Westshore Wealth, LLC 3.09% Add +4.5% 390,583 $9.0M
Phoenix Wealth Advisors 3.44% Add +4.8% 386,901 $8.9M
Foundations Investment Advisors, LLC 0.13% Reduce -7.6% 376,305 $8.7M
Prudential PLC 0.06% Reduce -57.8% 367,777 $8.5M
True North Advisors, LLC 1.34% Reduce -21.0% 365,418 $8.4M
Drive Wealth Management, LLC 1.78% Reduce -4.3% 362,305 $8.4M
Kestra Advisory Services, LLC 0.04% Reduce -19.6% 361,140 $8.3M
BNP Paribas Financial Markets 0.01% Add +272.9% 339,434 $7.8M
Cornerstone National Bank & Trust Co 3.10% Add +6.5% 328,914 $7.6M
Creative Planning 0.01% Reduce -13.1% 323,357 $7.5M
JT Stratford LLC 1.00% Reduce -11.0% 321,857 $7.4M
Coign Capital Advisors LLC 3.99% Add +17.6% 313,668 $7.3M
Mutual Advisors, LLC 0.16% Reduce -1.9% 303,460 $7.1M
Family Capital Trust Co 2.32% Add +0.3% 300,093 $6.9M
Hilltop Holdings Inc. 0.36% Add +0.8% 297,374 $6.9M
Deutsche Bank AG 0.00% Reduce -91.1% 296,163 $6.8M
Fairtree Asset Management (Pty) Ltd 4.31% Add +1.8% 284,580 $6.6M
Addison Capital Co 1.87% Add +33.0% 273,234 $6.3M
Alliancebernstein L.P. 0.00% Reduce -22.3% 271,351 $6.3M
Center For Asset Management LLC 3.33% Reduce -20.6% 269,653 $6.2M
Simon Quick Advisors, LLC 0.28% Add +4.8% 268,330 $6.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.10% Reduce -7.8% 267,217 $6.2M
Wealthspire Advisors, LLC 0.03% Reduce -5.2% 267,153 $6.2M
Westfuller Advisors, LLC 2.79% Add +115.8% 265,313 $6.1M
Jones Financial Companies LLLP 0.00% Add +15.5% 260,004 $6.0M
Scotia Capital Inc. 0.03% Reduce -31.1% 256,784 $5.9M
Highline Wealth Partners LLC 1.56% Add +5.5% 251,207 $5.8M
DSG Capital Advisors, LLC 0.92% Add +13.9% 250,238 $5.8M
Privium Fund Management (UK) Ltd 3.51% New 243,150 $5.6M
Vantage Financial Partners, LLC 1.17% Add +2.5% 240,437 $5.6M
Financial Engines Advisors L.L.C. 0.01% Add +0.2% 237,344 $5.5M
Baird Financial Group, Inc. 0.01% Add +20.8% 236,597 $5.5M
Financial Management Network Inc. 0.88% Add +9.8% 231,109 $5.3M
Cibc World Market Inc. 0.01% Add +47.1% 227,343 $5.3M
Dynasty Wealth Management, LLC 0.07% Add +107.7% 220,546 $5.1M
Wetzel Investment Advisors, Inc. 2.09% Add +9.2% 210,857 $4.9M
Great Valley Advisor Group, Inc. 0.10% Add +2.6% 208,435 $4.8M
Synovus Financial Corp. 0.05% Add +12.3% 200,819 $4.6M
SteelPeak Wealth, LLC 0.16% Add +11.1% 200,427 $4.6M
Ascent Group, LLC 0.16% Add +7.3% 200,288 $4.6M
Capital Investment Counsel, LLC 0.68% Add +8.9% 199,024 $4.6M
Portside Wealth Group, LLC 0.64% Reduce -29.9% 198,020 $4.6M
CreativeOne Wealth, LLC 0.11% Add +4.0% 197,720 $4.6M
Drucker Wealth 3.0, LLC 0.80% Add +146.9% 195,493 $4.5M
PFG Advisors 0.18% Reduce -8.8% 193,900 $4.5M
Independent Financial Group, LLC 0.11% Reduce -2.5% 192,793 $4.5M
Paragon Capital Management Inc. 3.30% Add +3.2% 190,857 $4.4M
Dynamic Advisor Solutions LLC 0.13% Add +1.2% 190,744 $4.4M
Capital Investment Advisory Services, LLC 0.35% Add +9.4% 189,325 $4.4M
Mather Group, Llc. 0.04% Reduce -0.6% 186,737 $4.3M
Keel Point, LLC 0.27% Reduce -20.1% 186,515 $4.3M
Element Wealth, LLC 1.84% Reduce -2.1% 182,633 $4.2M
Comerica Bank 0.02% Reduce -30.3% 182,253 $4.2M
Sterling Financial Planning, Inc. 1.33% Add +1.7% 181,895 $4.2M
Interactive Financial Advisors, Inc. 2.21% Reduce -6.4% 176,654 $4.1M
WealthCare Investment Partners, LLC 1.32% Add +7.8% 176,750 $4.1M
Stonekeep Investments, LLC 2.57% Add +2.7% 175,531 $4.1M
Goldman Sachs Group Inc. 0.00% Reduce -62.9% 174,563 $4.0M
Crabel Capital Management, LLC 3.61% Reduce -40.8% 174,244 $4.0M
Olde Wealth Management, LLC 1.23% — 173,012 $4.0M
Ullmann Wealth Partners Group, LLC 0.44% Add +0.8% 172,725 $4.0M
Arcadia Wealth Management, LLC 1.57% New 171,079 $4.0M
First Pacific Financial 0.54% Add +4.2% 169,600 $3.9M
Orion Porfolio Solutions, LLC 0.03% Add +62.8% 169,346 $3.9M
Sowell Financial Services LLC 0.15% Reduce -2.2% 168,224 $3.9M
Private Trust Co. NA 0.33% Add +2.8% 160,968 $3.7M
Shared Vision Wealth Group LLC 1.57% Add +0.6% 158,904 $3.7M
Croban 2.47% Add +53.0% 160,097 $3.7M
Dorsey & Whitney Trust CO LLC 0.19% Add +6.9% 157,905 $3.7M
Optas, LLC 0.62% Reduce -57.3% 157,023 $3.6M
Wealthfront Advisers LLC 0.01% Add +4.0% 156,028 $3.6M
Regal Investment Advisors LLC 0.23% Add +2.9% 152,594 $3.5M
Bull Oak Capital, LLC 1.48% Add +2.8% 150,264 $3.5M
Sollinda Capital Management LLC 0.95% Add +6.6% 150,083 $3.5M
Twele Capital Management, Inc. 0.62% Add +14.5% 144,992 $3.4M
AtlasMark Financial, Inc 2.20% No change 142,301 $3.3M
FFG Retirement Advisors LLC 2.04% Reduce -7.2% 142,035 $3.3M
HighTower Advisors, LLC 0.00% Add +15.8% 140,157 $3.2M
Novem Group 0.39% Add +5.2% 139,822 $3.2M
Stratos Wealth Advisors, LLC 0.15% Add +2.0% 136,186 $3.1M
Armstrong Advisory Group, Inc. 0.22% Reduce -3.0% 134,803 $3.1M
Swmg, LLC 0.93% Reduce -20.6% 132,086 $3.1M
Blueprint Financial Advisors LLC 0.63% Add +20.8% 126,650 $2.9M
Beacon Bridge Wealth Partners, LLC 1.03% Add +5.1% 124,840 $2.9M
Blueprint Investment Partners LLC 0.41% Reduce -15.5% 124,676 $2.9M
Shelter Mutual Insurance Co 0.65% Add +12.1% 124,560 $2.9M
Mercer Global Advisors Inc. 0.00% Reduce -66.6% 123,983 $2.9M
Stratos Wealth Partners, LTD. 0.03% Reduce -2.0% 123,767 $2.9M
Focus Partners Wealth 0.00% Add +2.5% 123,000 $2.8M
Vise Technologies, Inc. 0.10% Reduce -53.6% 121,438 $2.8M
Meitav Investment House Ltd. 0.04% Add +50.9% 120,906 $2.8M
NorthRock Partners, LLC 0.05% New 120,833 $2.8M
Sharkey, Howes & Javer 0.36% Add +0.1% 119,940 $2.8M
Catalina Capital Group, LLC 1.69% Add +2.3% 118,579 $2.7M
GLOBALT Investments LLC / GA 0.10% Reduce -7.5% 118,125 $2.7M
Calton & Associates, Inc. 0.41% Add +0.2% 117,679 $2.7M
Coordinated Financial Services, Inc. 1.74% Add +5.8% 115,934 $2.7M
&partners 0.02% Add +18.8% 109,550 $2.5M
NorthCrest Asset Manangement, LLC 0.06% Add +15.9% 105,974 $2.4M
Sovran Advisors, LLC 0.22% Add +17.6% 105,031 $2.4M
4WEALTH Advisors, Inc. 2.22% Reduce -4.8% 103,765 $2.4M
Focus Partners Advisor Solutions, LLC 0.03% Add +24.4% 103,706 $2.4M
Advisory Services Network, LLC 0.04% Reduce -18.8% 103,079 $2.4M
Valmark Advisers, Inc. 0.03% Add +1.9% 102,664 $2.4M
Wesbanco Bank Inc. 0.06% Add +11.3% 100,424 $2.3M
Clearstead Advisors, LLC 0.03% Add +24.2% 99,632 $2.3M
Western Financial Corp 1.00% Reduce -0.0% 99,271 $2.3M
MA Private Wealth 0.38% Add +0.4% 99,007 $2.3M
ORG Partners LLC 0.42% Add +14.5% 98,722 $2.3M
Blue Edge Capital, LLC 0.32% Reduce -0.7% 98,676 $2.3M
RFG Advisory, LLC 0.05% Add +9.5% 98,394 $2.3M
Parallel Advisors, LLC 0.04% Reduce -5.8% 98,223 $2.3M
Idaho Trust Co 0.76% Reduce -29.9% 98,147 $2.3M
Composition Wealth, LLC 0.03% Add +35.5% 96,962 $2.2M
TSA Wealth Managment LLC 0.76% Add +3.6% 96,141 $2.2M
Tounjian Advisory Partners, LLC 0.73% Reduce -8.5% 94,082 $2.2M
IFS Group,LLC 1.91% — 93,851 $2.2M
Greenleaf Trust 0.02% Reduce -8.9% 93,260 $2.2M
Stonehearth Capital Management, LLC 0.83% Add +5.0% 93,098 $2.2M
Traveka Wealth, LLC 0.96% New 92,775 $2.1M
Shira Ridge Wealth Management 0.91% Reduce -15.4% 92,608 $2.1M
DMC Group, LLC 1.47% Add +2.8% 91,953 $2.1M
One Day In July LLC 0.18% Reduce -4.4% 90,867 $2.1M
Kestra Private Wealth Services, LLC 0.03% Reduce -18.2% 89,965 $2.1M
BIP Wealth, LLC 0.10% Add +13.5% 88,393 $2.0M
Horst & Graben Wealth Management LLC 0.31% Add +2.6% 87,835 $2.0M
Horizon Investments, LLC 0.03% Add +4.0% 88,308 $2.0M
SWP Financial LLC 1.02% Add +3.7% 86,990 $2.0M
Founders Financial Securities LLC 0.14% Add +4.1% 86,792 $2.0M
Cyndeo Wealth Partners, LLC 0.11% Reduce -1.0% 86,524 $2.0M
PFG Investments, LLC 0.10% Add +1.3% 85,851 $2.0M
Smartleaf Asset Management LLC 0.12% Add +60.4% 85,819 $2.0M
Citigroup Inc. 0.00% Add +0.1% 85,474 $2.0M
Trek Financial, LLC 0.12% Add +18.5% 84,727 $2.0M
Jordan Park Trust Co LLC 1.89% No change 84,001 $1.9M
Heritage Wealth Management, Inc. 1.27% Add +4.8% 80,681 $1.9M
AdvisorNet Financial, Inc 0.11% Reduce -6.6% 80,522 $1.9M
BNP Paribas 0.06% Reduce -1.6% 80,385 $1.9M
Stokes Family Office, LLC 0.17% Add +8.8% 79,501 $1.8M
One Wealth Advisors, LLC 0.23% Add +17.4% 79,156 $1.8M
Austin Private Wealth, LLC 0.14% Reduce -3.4% 78,676 $1.8M
Kingdom Financial Group LLC. 1.10% Add +194.9% 77,798 $1.8M
Tme Financial, Inc. 1.30% Add +3.6% 75,285 $1.7M
Cosner Financial Group, LLC 0.93% No change 74,842 $1.7M
Brookstone Capital Management 0.02% Reduce -6.8% 74,755 $1.7M
JPL Wealth Management, LLC 0.41% Add +3.9% 74,614 $1.7M
CFS Investment Advisory Services, LLC 0.13% Reduce -5.4% 73,422 $1.7M
Regency Capital Management Inc.\DE 0.81% Reduce -1.4% 73,370 $1.7M
Prospera Financial Services Inc 0.03% Reduce -4.4% 73,304 $1.7M
Gotham Asset Management 0.01% Add +466.7% 73,082 $1.7M
High Falls Advisors, Inc 0.35% Add +13.9% 72,796 $1.7M
Mach-1 Financial Group, LLC 0.27% New 72,319 $1.7M
Integrity Advisory Solutions, LLC 0.27% — 72,319 $1.7M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -1.8% 71,200 $1.6M
Avondale Wealth Management 0.87% Add +5.2% 70,989 $1.6M
TFB Advisors LLC 0.47% Reduce -2.0% 69,395 $1.6M
Captrust Financial Advisors 0.00% Add +37.2% 68,111 $1.6M
Summit Wealth Group, LLC 0.38% Reduce -6.3% 67,851 $1.6M
Franklin Resources Inc. 0.00% Reduce -0.7% 67,268 $1.6M
Russell Investments Group, Ltd. 0.00% New 67,255 $1.6M
Ascent Wealth Partners, LLC 0.18% Add +3.8% 66,740 $1.5M
Liberty Wealth Management LLC 0.22% Add +21.2% 66,418 $1.5M
Richmond Investment Services, LLC 0.28% Add +52.5% 65,414 $1.5M
Roble, Belko & Company, Inc 0.20% No change 65,353 $1.5M
Ashton Thomas Private Wealth, LLC 0.04% Add +62.8% 64,569 $1.5M
Wealth Advisory Solutions, LLC 0.36% Add +2.9% 64,524 $1.5M
Bank of Marin 1.05% No change 63,984 $1.5M
Yukon Wealth Management, Inc. 0.48% Reduce -1.8% 63,619 $1.5M
Choreo, LLC 0.02% Add +13.7% 63,103 $1.5M
Simplicity Wealth,LLC 0.08% Reduce -46.1% 62,284 $1.4M
Wise Wealth Partners 2.18% Reduce -8.2% 61,890 $1.4M
MAI Capital Management 0.01% Add +136.9% 61,854 $1.4M
Dentgroup LLC 0.92% New 61,484 $1.4M
Anderson Hoagland & Co. 0.13% Add +5.0% 61,251 $1.4M
KMG Fiduciary Partners, LLC 0.09% Add +4.4% 61,135 $1.4M
Townsquare Capital LLC 0.21% Reduce -76.2% 61,091 $1.4M
Blue Trust, Inc. 0.02% Reduce -15.2% 60,867 $1.4M
Verdence Capital Advisors LLC 0.08% Add +10.3% 60,113 $1.4M
Integrity Wealth Advisors, Inc. 0.50% Add +16.9% 59,824 $1.4M
Collier Financial 1.03% — 59,077 $1.4M
Concurrent Investment Advisors, LLC 0.02% Add +9.6% 58,977 $1.4M
Advyzon Investment Management, LLC 0.23% Add +45.6% 58,355 $1.3M
Icon Wealth Advisors, LLC 0.09% Reduce -22.3% 58,301 $1.3M
Bank of Montreal 0.00% Add +1.0% 58,217 $1.3M
Advus Financial Partners, LLC 0.32% Add +4.9% 58,144 $1.3M
Arete Wealth Advisors, LLC 0.08% Add +18.3% 57,491 $1.3M
Stonehaven Wealth & Tax Solutions, LLC 1.21% Add +0.7% 56,479 $1.3M
Sagespring Wealth Partners, LLC 0.03% Add +141.6% 55,424 $1.3M
Ade, LLC 0.65% Add +17.2% 55,348 $1.3M
Bestgate Wealth Advisors, LLC 2.22% Add +3.3% 54,444 $1.3M
Clarendon Private LLC 1.14% Add +9.3% 54,278 $1.3M
SigFig Wealth Management, LLC 0.04% Add +6.2% 54,104 $1.3M
Stewardship Advisors, LLC 0.29% Reduce -1.1% 52,898 $1.2M
Farmers National Bank 0.29% Add +19.9% 52,824 $1.2M
Signature Estate & Investment Advisors LLC 0.03% Add +0.3% 52,361 $1.2M
Spire Wealth Management 0.04% Add +4.0% 51,486 $1.2M
Pinnacle Financial Partners Inc 0.03% Add +333.3% 51,356 $1.2M
Elevated Capital Advisors, LLC 0.29% Reduce -15.9% 51,317 $1.2M
Pinion Investment Advisors, LLC 0.32% Add +40.1% 50,908 $1.2M
Flagship Harbor Advisors, LLC 0.05% Add +8.6% 50,660 $1.2M
M&T Bank Corp 0.00% Reduce -61.0% 50,265 $1.2M
Atlatl Advisers LLC 0.46% Reduce -1.1% 50,217 $1.2M
Hara Capital LLC 0.68% Reduce -16.5% 50,202 $1.2M
Willis Johnson & Associates, Inc. 0.07% Reduce -3.0% 48,008 $1.1M
Twin Peaks Wealth Advisors, LLC 0.37% Add +6.4% 47,138 $1.1M
Snowden Capital Advisors LLC 0.03% Add +3.4% 46,948 $1.1M
Certus Wealth Management, LLC 0.65% Reduce -13.7% 46,787 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +3.2% 46,760 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +1.9% 46,587 $1.1M
Hoxton Planning & Management, LLC 0.34% Add +5.6% 45,901 $1.1M
Paragon Private Wealth Management, LLC 0.35% Reduce -17.6% 45,777 $1.1M
Cornerstone Advisors Asset Management, LLC 0.18% Add +0.9% 45,488 $1.1M
Alterna Wealth Management, Inc. 0.86% Add +12.7% 45,222 $1.0M
D.A. Davidson & Co. 0.01% Add +26.9% 44,489 $1.0M
Copperleaf Capital, LLC 0.49% Add +9.4% 44,474 $1.0M
Alliance Wealth Advisors, LLC 0.24% Reduce -31.4% 44,250 $1.0M
Kingsview Wealth Management, LLC 0.02% Add +9.4% 43,970 $1.0M
Bay Harbor Wealth Management, LLC 0.27% Add +0.1% 43,382 $1.0M
WealthShield Partners, LLC 0.11% Add +4.8% 43,361 $1.0M
Certior Financial Group, LLC 0.68% Reduce -3.7% 43,250 $1000K
National Wealth Management Group, LLC 0.37% Add +1.4% 42,694 $987K
Stelac Advisory Services LLC 0.34% Add +59.6% 42,203 $976K
Cobblestone Asset Management LLC 0.44% Add +8.6% 41,558 $961K
True Vision MN LLC 0.50% Add +2.9% 41,265 $954K
Lokken Investment Group LLC 0.33% Add +62.6% 41,008 $948K
Arkadios Wealth Advisors 0.02% Add +86.1% 40,665 $940K
Midwest Trust Co 0.01% Add +77.3% 40,605 $939K
Perennial Investment Advisors, LLC 0.08% Reduce -6.6% 40,426 $935K
Inspire Advisors, LLC 0.09% Reduce -6.9% 40,366 $933K
Apollon Wealth Management, LLC 0.02% Reduce -1.4% 40,181 $929K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -5.8% 40,164 $929K
PAX Financial Group, LLC 0.17% Reduce -3.2% 39,654 $917K
Oakworth Capital, Inc. 0.05% Add +0.8% 39,537 $914K
Sequoia Financial Advisors, LLC 0.01% Reduce -20.9% 39,151 $905K
Tennessee Valley Asset Management Partners 0.12% New 39,132 $905K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -16.7% 39,092 $904K
JB Capital LLC 0.04% Add +0.5% 39,055 $903K
TD Waterhouse Canada Inc. 0.01% Add +74.2% 37,703 $885K
Precision Wealth Strategies, LLC 0.29% Reduce -1.8% 38,061 $880K
HFG Wealth Management, LLC 0.48% Add +6.2% 37,982 $878K
Gladstone Institutional Advisory LLC 0.03% Add +12.5% 37,731 $872K
Client 1ST Advisory Group, LLC 0.29% Reduce -12.6% 37,697 $872K
Cherrydale Wealth Management, LLC 0.27% Reduce -3.2% 37,487 $867K
Clifford Group, LLC 0.67% Add +4.5% 37,466 $866K
Intelligence Driven Advisers, LLC 0.12% Reduce -19.0% 37,366 $864K
Harbour Investments, Inc. 0.02% Add +3.9% 37,300 $862K
Pines Wealth Management, LLC 0.29% Reduce -2.4% 37,041 $856K
KKM Financial LLC 0.27% Add +0.3% 36,616 $847K
Bristlecone Advisors, LLC 0.07% New 36,600 $846K
Marshall Financial Group, LLC 0.16% Reduce -7.6% 36,566 $845K
Cheviot Value Management, LLC 0.09% Add +11.1% 36,084 $842K
Van Hulzen Asset Management, LLC 0.06% Reduce -0.2% 35,745 $826K
Greenline Partners, LLC 0.10% Reduce -66.6% 34,463 $797K
Net Worth Advisory Group 0.23% Reduce -69.1% 34,313 $793K
Verus Capital Partners, LLC 0.06% Reduce -0.2% 34,242 $792K
Strategic Financial Concepts, LLC 0.11% Reduce -3.3% 34,338 $788K
CENTRAL TRUST Co 0.02% No change 34,058 $787K
UMB Bank, n.a. 0.01% No change 33,971 $785K
Waterloo Capital, L.P. 0.06% Reduce -11.0% 33,818 $782K
Cahaba Wealth Management, Inc. 0.06% Add +0.9% 33,723 $780K
Soltis Investment Advisors LLC 0.05% New 33,411 $772K
Brasada Capital Management, LP 0.13% Add +0.2% 33,066 $764K
Corient Private Wealth LP 0.00% Add +26.4% 32,816 $759K
Invst, LLC 0.09% Reduce -2.1% 32,486 $751K
Citizens Financial Group Inc. 0.01% Add +10.1% 32,431 $750K
J.W. Cole Advisors, Inc. 0.01% Add +16.0% 32,429 $750K
Alteri Wealth LLC 0.26% Reduce -19.4% 32,169 $744K
Signal Advisors Wealth, LLC 0.07% Reduce -10.6% 31,857 $737K
Elevation Point Wealth Partners, LLC 0.05% Add +40.3% 31,576 $730K
Financial Partners Group, Inc 0.09% Add +1.8% 31,139 $720K
Davis Wealth Advisors, LLC 0.64% New 31,038 $718K
Wedbush Securities Inc. 0.02% Add +3.9% 30,934 $715K
Thrive Capital Management, LLC 0.18% Reduce -6.3% 30,889 $714K
Csenge Advisory Group 0.03% Add +5.4% 30,841 $713K
First Heartland Consultants, Inc. 0.06% Add +1.6% 30,769 $711K
Pacific Financial Group Inc. 0.52% Add +1.7% 30,389 $703K
Western Wealth Management, LLC 0.04% Add +32.8% 30,375 $702K
Empirical Asset Management, LLC 0.19% Add +13.7% 29,374 $679K
Norden Group LLC 0.07% Reduce -27.1% 29,332 $678K
IFP Advisors, Inc 0.02% Add +9.4% 29,272 $677K
Betterment LLC 0.00% Add +3.1% 28,562 $660K
ONE Advisory Partners, LLC 0.20% Add +15.2% 28,422 $660K
5T Wealth, LLC 0.29% Reduce -15.5% 28,395 $656K
Stableford Capital II LLC 0.24% Add +6.2% 28,277 $654K
Nwam LLC 0.04% Add +111.7% 28,066 $653K
BOS Asset Management, LLC 0.18% Add +12.8% 28,173 $651K
Foster & Motley Inc. 0.03% Reduce -12.8% 27,967 $647K
HB Wealth Management, LLC 0.00% Reduce -7.0% 27,942 $646K
Invera Wealth Advisors, LLC 0.40% Reduce -2.3% 27,913 $645K
Waverly Advisors, LLC 0.01% Reduce -5.6% 27,757 $642K
Patten Group, Inc. 0.12% Add +91.5% 27,303 $631K
AQR Capital Management 0.00% New 26,749 $618K
Investor's Fiduciary Advisor Network, LLC 0.21% Add +0.3% 26,703 $617K
Clear Harbor Asset Management, LLC 0.04% Reduce -27.2% 26,675 $617K
CIBC Private Wealth Group LLC 0.00% Add +36.1% 26,145 $604K
Invested Advisors 0.88% — 26,884 $602K
Darden Wealth Group Inc 0.31% Reduce -0.1% 25,913 $599K
Cadinha & Co. LLC 0.08% Add +1.8% 25,713 $594K
Cornerstone Planning Group LLC 0.09% Add +1192.8% 25,390 $589K
McNaughton Wealth Management, LLC 0.25% Add +2.8% 25,175 $582K
Moneco Advisors, LLC 0.05% Add +3.1% 24,951 $577K
Apeiron RIA LLC 0.13% Add +33.2% 24,868 $576K
Qube Research & Technologies Ltd 0.00% Add +9.1% 24,831 $574K
Wallace Advisory Group, LLC 0.46% Reduce -2.1% 24,896 $572K
GK Wealth Management LLC 0.42% Reduce -3.4% 24,729 $572K
Range Financial Group LLC 0.21% Add +12.4% 24,662 $570K
Leavell Investment Management, Inc. 0.02% Reduce -11.6% 24,605 $569K
Matauro, LLC 0.09% Reduce -16.9% 24,571 $568K
Canandaigua National Trust Co of Florida 0.45% Reduce -63.8% 24,496 $566K
HBK Sorce Advisory LLC 0.01% Add +9.2% 24,226 $563K
Moors & Cabot, Inc. 0.02% Reduce -8.8% 24,043 $556K
Endeavor Private Wealth, Inc. 0.17% Add +5.6% 23,920 $553K
Capital Analysts, LLC 0.02% Add +8.7% 23,829 $551K
Fairvoy Private Wealth, LLC 0.13% Add +3.3% 23,808 $550K
Destiny Wealth Partners, LLC 0.07% No change 23,455 $542K
Vermillion & White Wealth Management Group, LLC 0.31% Reduce -2.3% 23,435 $542K
Ascentis Independent Advisors 0.09% Add +11.3% 22,991 $532K
Rossby Financial, LCC 0.17% Reduce -3.0% 22,608 $522K
Syntax Research, Inc. 0.34% Add +0.9% 22,587 $522K
Roundview Capital LLC 0.03% No change 22,474 $520K
IHT Wealth Management, LLC 0.01% Reduce -0.7% 22,398 $518K
Centurion Wealth Management LLC 0.12% Add +0.4% 22,394 $518K
Cypress Wealth Services, LLC 0.08% Add +2.6% 22,283 $515K
Stone House Investment Management, LLC 0.09% Add +6.2% 22,152 $512K
Coppell Advisory Solutions LLC 0.05% Add +5.8% 22,059 $510K
FineMark National Bank & Trust 0.02% Add +26.9% 22,052 $510K
Long Run Wealth Advisors, LLC 0.10% New 21,865 $506K
Gateway Wealth Partners, LLC 0.07% Add +24.0% 21,792 $504K
West Wealth Group, LLC 0.11% Add +1.9% 21,646 $503K
Colton Groome Financial Advisors, LLC 0.15% Reduce -66.3% 21,425 $495K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +52.7% 21,290 $492K
Maripau Wealth Management LLC 0.25% Reduce -19.5% 21,205 $490K
DecisionMap Wealth Management, LLC 0.31% Reduce -5.7% 21,130 $489K
Kingswood Wealth Advisors, LLC 0.03% Reduce -17.6% 20,914 $484K
Quotient Wealth Partners, LLC 0.01% Reduce -6.5% 20,758 $480K
Petra Financial Advisors Inc. 0.28% Reduce -6.2% 20,445 $473K
Fifth Third Bancorp 0.00% Add +100.7% 20,434 $472K
Falcon Wealth Planning 0.04% Add +0.7% 20,402 $472K
Brookwood Investment Group LLC 0.06% Add +6.6% 20,286 $469K
Quadrature Capital Ltd 0.01% New 20,109 $465K
Blair William & Co. 0.00% Reduce -6.5% 20,021 $463K
Cahill Financial Advisors Inc. 0.05% Add +0.0% 19,777 $457K
Americana Partners, LLC 0.01% Reduce -7.7% 19,632 $454K
Legacy Financial Group LLC 0.06% Add +13.7% 19,182 $443K
Prosperity Consulting Group, LLC 0.02% Reduce -20.4% 19,162 $443K
Independent Advisor Alliance 0.01% Add +100.0% 19,099 $442K
Brown Brothers Harriman & Co. 0.00% Add +10.8% 18,788 $434K
Accurate Wealth Management, LLC 0.06% New 18,639 $433K
Magnolia Capital Advisors LLC 0.11% No change 18,728 $433K
Pathstone Holdings, LLC 0.00% Reduce -60.4% 18,650 $431K
Strategy Asset Managers LLC 0.08% New 18,620 $430K
Baker Tilly Wealth Management, LLC 0.10% Reduce -35.6% 18,613 $430K
Vestmark Advisory Solutions, Inc. 0.01% New 18,295 $423K
Financial Network Wealth Advisors LLC 0.46% Reduce -25.7% 18,177 $420K
One Wealth Capital Management, LLC 0.19% Add +13.9% 18,170 $420K
Heritage Family Offices, LLP 0.20% Reduce -3.6% 18,132 $419K
Rinkey Investments 0.11% No change 18,057 $417K
Petix & Botte Co 0.09% Reduce -7.6% 17,748 $410K
WCG Wealth Advisors LLC 0.03% Reduce -2.8% 17,666 $408K
Mgo One Seven LLC 0.01% Add +17.4% 17,647 $408K
Ausdal Financial Partners, Inc. 0.02% New 17,589 $407K
Transcend Capital Advisors, LLC 0.03% Add +2.4% 17,528 $405K
Charter Oak Capital Management, LLC 0.03% Add +0.2% 17,477 $404K
Wealth Alliance, LLC 0.04% Reduce -3.5% 17,129 $396K
Rhumbline Advisers 0.00% No change 16,974 $392K
Members Trust Co 0.01% No change 16,952 $392K
Triumph Capital Management 0.11% Reduce -2.2% 16,910 $391K
NBT Bank, N.A. 0.03% Reduce -99.9% 23 $389K
Keystone Financial Services 0.12% Reduce -2.4% 16,719 $387K
Spectrum Planning & Advisory Services Inc. 0.22% Reduce -7.4% 16,487 $381K
Theory Financial LLC 0.13% Add +36.9% 16,265 $379K
Burke & Herbert Bank & Trust Co. 0.08% No change 16,321 $377K
Main Street Financial Solutions, LLC 0.02% Add +6.3% 16,275 $376K
Delta Asset Management LLC 0.03% No change 16,084 $372K
World Investment Advisors 0.01% Reduce -3.7% 16,076 $372K
CoreCap Advisors, LLC 0.01% Add +40.1% 16,060 $371K
Cullen/Frost Bankers, Inc. 0.00% Reduce -23.2% 15,994 $370K
City State Bank 0.11% No change 15,991 $370K
Lido Advisors, LLC 0.00% Reduce -5.5% 15,939 $369K
Creative Financial Designs Inc. 0.02% Reduce -2.6% 15,921 $368K
Prasad Wealth Partners, LLC 0.10% Reduce -0.0% 15,821 $366K
MSH Capital Advisors LLC 0.10% Add +10.6% 15,731 $364K
Gen-Wealth Partners Inc 0.12% Add +2.8% 15,654 $362K
BCGM Wealth Management, LLC 0.09% Add +0.0% 15,577 $360K
Paladin Advisory Group, LLC 0.28% Reduce -74.6% 15,423 $357K
4J Wealth Management LLC 0.21% Reduce -13.3% 15,412 $356K
KM Capital Management Ltd. 0.16% No change 15,373 $355K
Headland Capital, LLC 0.10% New 15,352 $355K
SageView Advisory Group, LLC 0.01% Add +3.9% 15,269 $353K
Rothschild Wealth LLC 0.08% Reduce -3.5% 15,122 $350K
IRON Financial LLC 0.16% Add +0.7% 14,813 $342K
Fifth Third Securities, Inc. 0.02% Reduce -86.0% 14,778 $342K
Mayflower Financial Advisors, LLC 0.04% Reduce -3.9% 14,605 $338K
International Assets Investment Management, LLC 0.03% No change 14,698 $336K
TCI Wealth Advisors, Inc. 0.02% New 14,514 $336K
Roof Eidam Maycock Peralta, LLC 0.08% No change 14,385 $333K
Intrua Financial, LLC 0.04% New 14,317 $331K
Cary Street Partners Financial LLC 0.01% Reduce -11.5% 14,222 $329K
Caliber Wealth Management, LLC / KS 0.04% Reduce -10.1% 14,219 $329K
MIdWestOne Financial Group, Inc. 0.04% No change 14,172 $328K
Security Financial Services, INC. 0.05% Add +3.9% 14,117 $326K
Aberdeen Group plc 0.00% Add +11.1% 14,103 $326K
Tempus Wealth Planning, LLC 0.07% Reduce -33.9% 13,974 $323K
Adventist Health System Sunbelt Healthcare Corp. 0.01% Reduce -0.1% 13,957 $323K
Pine Valley Investments Ltd Liability Co 0.02% New 13,969 $323K
Buck Wealth Strategies, LLC 0.04% New 13,922 $322K
Keystone Financial Group 0.02% Reduce -40.0% 13,774 $318K
LifePlan Investment Advisors, Inc. 0.13% Add +7.0% 13,477 $312K
Prudent Investors Network, Inc. 0.08% No change 13,431 $311K
Garden State Investment Advisory Services LLC 0.08% Reduce -0.4% 13,416 $310K
Concorde Asset Management, LLC 0.13% — 13,364 $309K
Bellwether Advisors, LLC 0.05% Reduce -0.4% 13,303 $308K
Firethorn Wealth Partners, LLC 0.12% Add +3.3% 13,294 $307K
Meyer Handelman Co. 0.01% No change 13,131 $304K
Earned Wealth Advisors, LLC 0.05% New 12,947 $299K
Financial Advocates Investment Management 0.17% Reduce -98.6% 12,930 $299K
Sand Hill Global Advisors, LLC 0.01% Reduce -23.3% 12,929 $299K
Two West Capital Advisors LLC 0.18% Add +9.4% 12,742 $297K
Benjamin Edwards Inc. 0.00% New 12,634 $292K
LongView Wealth Management 0.08% Reduce -57.0% 12,624 $292K
Collaborative Wealth Managment Inc. 0.12% Add +4.6% 12,604 $291K
Sculati Wealth Management, LLC 0.10% New 12,585 $291K
Lifelong Wealth Advisors, Inc. 0.09% Reduce -5.0% 12,563 $290K
Barnes Wealth Management Group, Inc 0.16% Reduce -2.6% 12,468 $288K
Three Bridge Wealth Advisors, LLC 0.07% Add +5.8% 12,440 $288K
Balentine LLC 0.01% Reduce -48.5% 12,421 $287K
KWB Wealth 0.03% Add +11.2% 12,320 $283K
LaSalle St. Investment Advisors, LLC 0.05% Add +30.8% 12,251 $283K
Essex Bank 0.06% Reduce -7.8% 12,233 $283K
Joel Adams & Associates, Inc. 0.23% New 12,220 $283K
Tradition Wealth Management, LLC 0.02% Add +5.4% 12,132 $281K
Guerra Advisors Inc 0.10% New 11,906 $275K
Novus Advisors, LLC 0.63% Reduce -19.8% 11,905 $275K
Fourth Dimension Wealth, LLC 0.10% Reduce -13.7% 11,871 $274K
Rothschild Investment LLC 0.02% Add +0.5% 11,815 $273K
Focus Financial Network, Inc. 0.01% Reduce -3.8% 11,634 $269K
Vertex Planning Partners, LLC 0.05% Add +25.2% 11,613 $268K
Seldon Capital LP 0.09% No change 11,600 $268K
Argent Trust Co 0.01% New 11,571 $268K
Compound Planning, Inc. 0.01% Reduce -9.3% 11,541 $267K
SeaCrest Wealth Management, LLC 0.03% Reduce -9.0% 11,484 $265K
Chesley Taft & Associates LLC 0.01% No change 11,441 $265K
GDS Wealth Management 0.02% Add +0.4% 11,318 $262K
Axis Wealth Partners, LLC 0.15% Add +5.5% 11,171 $258K
Independence Bank of Kentucky 0.03% Reduce -10.6% 11,150 $258K
Balefire, LLC 0.05% Add +14.2% 11,104 $257K
Advisor OS, LLC 0.02% Reduce -31.2% 10,810 $250K
Keebeck Wealth Management 0.03% New 10,750 $249K
Aprio Wealth Management, LLC 0.02% Reduce -12.9% 10,739 $248K
Nations Financial Group Inc, /Ia/ 0.02% New 10,714 $248K
Avidian Wealth Enterprises, LLC 0.01% Add +1.9% 10,617 $245K
Agf Management Ltd. 0.00% Reduce -7.0% 10,600 $245K
Hickory Point Bank & Trust 0.18% No change 10,507 $243K
Mission Wealth Management, LP 0.01% Reduce -27.2% 10,506 $243K
Certuity, LLC 0.02% New 10,481 $242K
Redwood Investment Management, LLC 0.03% Add +4.8% 10,467 $242K
Costello Asset Management, INC 0.08% Reduce -8.6% 10,350 $239K
KFG Wealth Management, LLC 0.03% Add +0.2% 10,294 $238K
Old Mission Capital LLC 0.01% New 10,291 $238K
Eagle Rock Investment Company, LLC 0.04% No change 10,175 $235K
Modera Wealth Management, LLC 0.00% Add +7.4% 10,091 $233K
Colonial Trust Co / SC 0.03% No change 10,083 $233K
DAVENPORT & Co LLC 0.00% Reduce -57.1% 9,993 $231K
Insigneo Advisory Services, LLC 0.02% Add +11.2% 9,942 $230K
Onyx Bridge Wealth Group LLC 0.02% Reduce -0.0% 9,839 $227K
Fortress Financial Group, LLC 0.17% New 9,714 $225K
One Capital Management, LLC 0.01% Reduce -14.0% 9,707 $224K
Fortis Capital Advisors, LLC 0.04% New 9,676 $224K
Belpointe Asset Management LLC 0.01% New 9,676 $224K
Fortitude Advisory Group L.L.C. 0.12% No change 9,629 $223K
Rialto Wealth Management, LLC 0.06% Reduce -63.1% 9,607 $222K
Accredited Investor Services, LLC 0.15% No change 9,509 $220K
Sigma Planning Corp 0.01% New 9,499 $220K
Peapack Gladstone Financial Corp. 0.00% Add +0.1% 9,443 $218K
BCU Wealth Advisors, LLC 0.09% Reduce -0.1% 9,403 $217K
Magnus Financial Group LLC 0.02% Reduce -3.9% 9,392 $217K
Hancock Whitney Corp. 0.00% No change 9,362 $216K
Moneta Group Investment Advisors LLC 0.00% Reduce -0.8% 9,343 $216K
Keybank National Association 0.00% New 9,191 $212K
Berger Financial Group, Inc 0.01% Add +4.0% 9,182 $212K
Columbia River Financial Group, LLC 0.13% No change 9,173 $212K
Optimum Investment Advisors 0.08% Add +2.6% 9,166 $212K
VestGen Advisors, LLC 0.01% New 9,166 $212K
Avalon Capital Management 0.05% Add +0.2% 9,141 $211K
Ashton Thomas Securities, LLC 0.03% New 9,125 $211K
GeoWealth Management, LLC 0.01% Add +71.5% 9,017 $208K
First Citizens Bank & Trust Co. 0.00% New 9,000 $208K
Apella Capital, LLC 0.00% New 8,906 $208K
Chesapeake Wealth Management 0.06% No change 8,862 $205K
NewEdge Wealth, LLC 0.00% Reduce -25.2% 8,808 $203K
South Plains Financial, Inc. 0.12% No change 8,500 $196K
Proffitt & Goodson Inc. 0.03% Add +3.5% 7,872 $182K
Richardson Financial Services Inc. 0.11% Add +18.6% 7,785 $180K
Cary Street Partners Investment Advisory LLC 0.07% Add +139.2% 7,752 $179K
Lanark Financial, Inc. 0.01% Reduce -6.5% 7,550 $175K
GAMMA Investing LLC 0.01% Reduce -83.5% 7,368 $170K
Albion Financial Group 0.01% No change 7,000 $162K
SIMA Wealth Partners, LLC 0.12% Reduce -4.8% 6,683 $155K
Signature Resources Capital Management, LLC 0.08% No change 6,263 $145K
Centaurus Financial, Inc. 0.01% Add +36.8% 6,021 $139K
Truvestments Capital LLC 0.02% Reduce -2.2% 5,945 $137K
Deane Retirement Strategies, Inc. 0.06% Add +0.2% 5,577 $129K
Adirondack Trust Co. 0.04% No change 5,396 $125K
Palisade Asset Management, LLC 0.01% New 5,365 $124K
Cape Investment Advisory, Inc. 0.12% Reduce -5.6% 5,137 $119K
Pflug Koory, LLC 0.05% No change 4,953 $115K
Marshall & Sterling Wealth Advisors Inc. 0.07% Reduce -8.7% 4,386 $101K
Bogart Wealth, LLC 0.00% Reduce -9.2% 4,355 $101K
Caldwell Trust Co 0.01% No change 4,229 $98K
Wilmington Savings Fund Society, FSB 0.00% Reduce -99.0% 4,106 $95K
Redmont Wealth Advisors LLC 0.13% New 3,956 $91K
Ameritas Investment Partners, Inc. 0.00% Add +0.9% 3,896 $90K
Golden State Wealth Management, LLC 0.01% Reduce -5.7% 3,748 $87K
Trust Co. of Vermont 0.00% Add +27.4% 3,606 $83K
Retirement Wealth Solutions LLC 0.05% Add +1.3% 3,588 $83K
LGT Financial Advisors LLC 0.17% New 3,499 $81K
Financial Consulate, Inc. 0.01% New 3,270 $76K
FAS Wealth Partners, Inc. 0.01% Add +0.9% 3,193 $74K
Medallion Wealth Advisors, LLC 0.03% Reduce -7.0% 3,098 $72K
Trust Co. of Toledo NA 0.01% No change 3,087 $71K
Transamerica Financial Advisors, LLC 0.01% New 3,029 $70K
Redwood Park Advisors LLC 0.05% Reduce -20.2% 2,911 $67K
First PREMIER Bank 0.02% No change 2,885 $67K
Beaird Harris Wealth Management, LLC 0.00% Add +0.0% 2,726 $63K
Piscataqua Savings Bank 0.05% No change 2,607 $60K
Founders Financial Alliance, LLC 0.01% Add +0.1% 2,604 $60K
Ancora Advisors LLC 0.00% Reduce -6.4% 2,455 $57K
EPG Wealth Management LLC 0.02% New 2,445 $57K
Indiana Trust & Investment Management Co 0.02% No change 2,264 $52K
Glen Eagle Advisors, LLC 0.01% Reduce -7.1% 2,252 $52K
Bfsg, LLC 0.01% Add +153.2% 2,231 $52K
TCTC Holdings, LLC 0.00% No change 2,158 $50K
Avion Wealth 0.01% Add +0.4% 2,047 $47K
Imprint Wealth LLC 0.15% — 2,014 $47K
Cherry Tree Wealth Management, LLC 0.01% No change 2,006 $46K
Montag A & Associates Inc. 0.00% Reduce -1.1% 1,970 $46K
Ameritas Advisory Services, LLC 0.00% Reduce -62.4% 1,933 $45K
Whittier Trust Co. 0.00% No change 1,918 $44K
Decker Retirement Planning Inc. 0.02% No change 1,881 $43K
AllSquare Wealth Management LLC 0.02% No change 1,815 $42K
Kilter Group LLC 0.02% Reduce -0.1% 1,805 $42K
Atlantic Union Bankshares Corp 0.00% No change 1,775 $41K
Strategic Wealth Partners, Ltd. 0.00% Add +20.3% 1,748 $40K
Root Financial Partners, LLC 0.00% New 1,710 $40K
Legacy Wealth Managment, LLC 0.02% Add +662.5% 1,708 $39K
EverSource Wealth Advisors, LLC 0.00% Reduce -44.2% 1,707 $39K
Salem Investment Counselors Inc. 0.00% Add +9.1% 1,694 $39K
WealthCollab, LLC 0.02% No change 1,678 $39K
Ameriflex Group, Inc. 0.01% Add +7.8% 1,646 $38K
CX Institutional 0.00% New 1,630 $38K
Blume Capital Management, Inc. 0.01% Reduce -10.1% 1,577 $36K
Pacifica Partners Inc. 0.01% Reduce -53.1% 1,532 $35K
Your Advocates Ltd., LLP 0.01% No change 1,446 $33K
Hantz Financial Services, Inc. 0.00% New 1,387 $32K
Global Wealth Strategies & Associates 0.01% Reduce -44.5% 1,274 $29K
Lowe Brockenbrough & Co. Inc. 0.00% New 1,250 $29K
Crewe Advisors LLC 0.00% New 1,243 $29K
BankPlus Trust Department 0.01% Add +50.2% 1,179 $27K
BTG Pactual Asset Management US LLC 0.00% New 1,180 $27K
Towne Trust Company, N.A 0.01% No change 1,118 $26K
Tsfg, LLC 0.00% Reduce -2.3% 1,020 $24K
Investors Research Corp 0.00% No change 1,037 $24K
Millstone Evans Group, LLC 0.01% New 1,014 $23K
Canton Hathaway, LLC 0.00% No change 1,000 $23K
Federation des caisses Desjardins du Quebec 0.00% No change 989 $23K
New Republic Capital, LLC 0.01% Add +0.8% 984 $23K
Washington Trust Advisors, Inc. 0.00% No change 965 $22K
Steigerwald, Gordon & Koch Inc. 0.00% New 964 $22K
Union Bancaire Privee, UBP SA 0.00% No change 952 $22K
Register Financial Advisors LLC 0.01% Add +233.7% 921 $21K
Signaturefd, LLC 0.00% Add +0.1% 906 $21K
Rosenberg Matthew Hamilton 0.00% Add +23.2% 840 $19K
Jackson Hole Capital Partners, LLC 0.00% No change 824 $19K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -3.6% 777 $18K
Robinswood Financial LLC 0.01% Reduce -29.3% 775 $18K
REAP Financial Group, LLC 0.00% Reduce -71.9% 738 $17K
Abich Financial Wealth Management LLC 0.01% — 707 $16K
Financial Connections Group, Inc. 0.01% Add +1.0% 704 $16K
Barrett & Company, Inc. 0.01% No change 692 $16K
MTM Investment Management, LLC 0.00% Add +0.9% 665 $15K
Hemington Wealth Management 0.00% New 654 $15K
Tidemark, LLC 0.00% No change 648 $15K
GPS Wealth Strategies Group, LLC 0.00% No change 624 $14K
Peoples Financial Services Corp. 0.01% No change 619 $14K
Farmers & Merchants Investments Inc. 0.00% Reduce -23.4% 618 $14K
Aventura Private Wealth, LLC 0.01% Reduce -3.6% 615 $14K
Wealth Watch Advisors, INC 0.01% New 592 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 590 $14K
Bare Financial Services, Inc 0.00% New 577 $13K
Prudent Man Investment Management, Inc. 0.01% No change 575 $13K
SouthState Bank Corp 0.00% Reduce -34.9% 527 $12K
Strategic Investment Solutions, Inc. 0.00% Add +0.8% 524 $12K
Mascoma Wealth Management LLC 0.00% No change 462 $11K
Park Place Capital Corp 0.00% No change 451 $10K
Concord Wealth Partners 0.00% No change 450 $10K
West Branch Capital LLC 0.00% No change 447 $10K
Godsey & Gibb, Inc. 0.00% New 447 $10K
Kathleen S. Wright Associates Inc. 0.00% No change 443 $10K
Arlington Trust Co LLC 0.00% No change 441 $10K
Sunbelt Securities, Inc. 0.00% Reduce -69.4% 422 $10K
Financial Gravity Asset Management, Inc. 0.00% — 401 $9K
Kozak & Associates, Inc. 0.00% Add +406.6% 385 $9K
Sound Income Strategies, LLC 0.00% Reduce -64.5% 380 $9K
Larson Financial Group LLC 0.00% Reduce -36.7% 361 $8K
AlphaCore Capital LLC 0.00% Reduce -1.1% 358 $8K
SOA Wealth Advisors, LLC. 0.00% Reduce -80.3% 331 $8K
KERR FINANCIAL PLANNING Corp 0.01% — 316 $7K
Aptus Capital Advisors, LLC 0.00% Reduce -2.5% 311 $7K
Orion Capital Management LLC 0.00% New 306 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 300 $7K
Johnson Financial Group, Inc. 0.00% Reduce -94.2% 255 $6K
Northwest Capital Management Inc 0.01% No change 252 $6K
Anchor Investment Management, LLC 0.00% New 252 $6K
WestEnd Advisors, LLC 0.00% Reduce -15.1% 242 $6K
Pineridge Advisors LLC 0.00% Add +1.3% 235 $5K
Rossmore Private Capital 0.00% New 222 $5K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -93.6% 212 $5K
Howe & Rusling Inc. 0.00% Add +108.9% 211 $5K
Davis Capital Management 0.00% — 208 $5K
Heritage Wealth Advisors 0.00% Add +0.6% 180 $4K
N.E.W. Advisory Services LLC 0.00% No change 169 $4K
Archer Investment Corp 0.00% No change 148 $3K
Townsend Asset Management Corp. /NC/ 0.00% No change 147 $3K
Creekmur Asset Management LLC 0.00% No change 146 $3K
O'shaughnessy Asset Management, LLC 0.00% No change 145 $3K
TFC Financial Management, Inc. 0.00% New 138 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 113 $3K
LRI Investments, LLC 0.00% No change 122 $3K
Chapman Financial Group, LLC 0.00% New 116 $3K
Morton Brown Family Wealth, LLC 0.00% No change 113 $3K
North Capital, Inc. 0.00% Add +1.9% 108 $2K
Hollencrest Capital Management 0.00% No change 100 $2K
Integrity Financial Corp 0.00% Reduce -12.8% 89 $2K
Raleigh Capital Management Inc. 0.00% Add +126.3% 86 $2K
Motco 0.00% No change 85 $2K
Eastern Bank 0.00% No change 67 $2K
Tompkins Financial Corp. 0.00% New 59 $1K
Eukles Asset Management 0.00% No change 57 $1K
Cardiff Park Advisors, LLC 0.00% No change 55 $1K
Logan Capital Management Inc. 0.00% No change 54 $1K
Phillips Financial Management, LLC 0.00% No change 53 $1K
Foster Dykema Cabot & Partners, LLC 0.00% New 47 $1K
Harbor Investment Advisory, LLC 0.00% Add +10.0% 44 $1K
Tortoise Investment Management, LLC 0.00% No change 42 $971
Alerus Financial NA 0.00% No change 42 $971
Asset Dedication, LLC 0.00% Reduce -94.7% 37 $856
United Financial Planning Group LLC 0.00% — 7 $724
Inlight Wealth Management, LLC 0.00% No change 15 $347
Winnacle Wealth LLC 0.00% New 5 $120
Realta Investment Advisors 0.00% No change 3 $69
Compass Financial Services Inc 0.00% New 1 $23
Keener Financial Planning LLC 0.00% New 17 $0

"% 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.