iShares US Treasury Bond ETFGOVTETF

13F holders, Q4 2025 (December 31)
837holders +48
61new positions
58sold out
2famous investors
$23.03avg. 13F price*

At the end of Q4 2025, 837 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 48 from Q3 2025. 61 opened new positions and 58 sold out. The largest holders were Bank of America Corp. ($9.1B), JPMorgan Chase & Co. ($4.5B) and LPL Financial LLC ($2.7B). 2 famous investors held it, including Joel Greenblatt (0.1% 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions61$74.0M
Exits58$137.4M

All 13F filers, Q3 2025 → Q4 2025: 244,350,182 shares bought and 95,679,268 shares sold, net +148,670,914 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 837 holders

Bank of America Corp. 0.66% Add +9.0% 394,706,971 $9.1B
JPMorgan Chase & Co. 0.30% Add +366.1% 195,076,828 $4.5B
LPL Financial LLC 0.75% Add +7.1% 119,087,423 $2.7B
Envestnet Asset Management Inc. 0.49% Reduce -5.7% 72,310,956 $1.7B
Truist Financial Corp. 2.18% Add +3.4% 71,006,495 $1.6B
PNC Financial Services Group, Inc. 0.67% Add +9.7% 52,947,846 $1.2B
Tiaa Trust, National Association 1.97% Add +8.6% 35,617,520 $821.3M
Morgan Stanley 0.04% Reduce -2.2% 32,547,584 $749.4M
Wealth Enhancement Advisory Services, LLC 0.93% Add +8.7% 29,607,758 $682.5M
Assetmark, Inc. 1.17% Add +3.0% 24,990,246 $575.4M
Charles Schwab Investment Management Inc. 0.08% Add +20.9% 23,676,557 $545.2M
Allworth Financial LP 2.18% Add +2.6% 23,035,555 $530.4M
Jordan Park Group LLC 25.09% Reduce -5.6% 18,808,265 $433.1M
Fund Evaluation Group, LLC 12.88% Add +11.9% 16,906,712 $389.3M
BlackRock, Inc. 0.00% Add +10.3% 12,637,717 $291.0M
Morningstar Investment Management LLC 14.55% No change 10,701,492 $246.4M
United Capital Financial Advisors, LLC 1.06% Reduce -3.7% 7,600,137 $175.0M
TD Private Client Wealth LLC 3.67% Add +11.5% 7,473,456 $172.1M
FMR LLC 0.01% Reduce -7.7% 7,396,196 $170.3M
EP Wealth Advisors, LLC 0.79% — 6,570,523 $151.3M
Norinchukin Bank, The 1.68% Add +5.1% 6,263,482 $144.2M
UBS Group AG 0.02% Reduce -4.0% 5,302,964 $122.1M
Mill Creek Capital Advisors, LLC 2.33% Add +7.8% 4,955,330 $114.1M
Ameriprise Financial Inc. 0.03% Reduce -4.6% 4,950,700 $114.0M
Captrust Financial Advisors 0.21% Add +6890.0% 4,760,988 $109.6M
Northern Trust Corp. 0.01% Add +9.6% 4,700,163 $108.2M
Royal Bank of Canada 0.02% Add +0.9% 4,517,368 $104.0M
MCF Advisors LLC 5.38% Reduce -1.1% 4,231,614 $97.4M
Cetera Investment Advisers 0.10% Add +11.8% 4,140,113 $95.3M
Wedmont Private Capital 3.07% Add +12.3% 3,825,629 $88.3M
SYM FINANCIAL Corp 8.41% Add +1.9% 3,553,791 $81.8M
Alesco Advisors, LLC, An ESL Co 2.10% Add +4.5% 3,526,419 $81.2M
Crestwood Advisors Group, LLC 1.32% Reduce -0.7% 3,440,671 $79.2M
AE Wealth Management LLC 0.45% Add +10.5% 3,430,682 $79.0M
Castleark Management LLC 2.25% Add +2.2% 3,329,569 $76.7M
1607 Capital Partners, LLC 5.04% Reduce -13.0% 3,211,122 $73.9M
Itau Unibanco Holding S.A. 1.73% Add +586.2% 3,058,691 $70.4M
Brown Advisory Inc. 0.09% Add +50.7% 2,912,578 $67.1M
Raymond James Financial Inc. 0.02% Add +10.6% 2,672,209 $61.5M
Merit Financial Group, LLC 0.47% Reduce -7.7% 2,541,072 $58.5M
MML Investors Services, LLC 0.14% Add +7.6% 2,480,613 $57.1M
Thrivent Financial for Lutherans 0.10% Add +3.2% 2,436,008 $56.1M
State Farm Mutual Automobile Insurance Co. 0.04% Add +50.3% 2,366,596 $54.5M
Janney Montgomery Scott LLC 0.12% Add +4.1% 2,361,902 $54.4M
Osaic Holdings, Inc. 0.08% Reduce -36.3% 2,257,123 $52.0M
Bank of New York Mellon Corp 0.01% Add +6.5% 2,153,760 $49.6M
Dodds Wealth, LLC 11.33% Reduce -10.9% 2,006,858 $46.2M
Wells Fargo & Company 0.01% Reduce -1.2% 1,972,791 $45.4M
Cresset Asset Management, LLC 0.18% Add +19.9% 1,888,331 $43.5M
Bailard, Inc. 0.96% Add +20.5% 1,879,087 $43.3M
Sanctuary Advisors, LLC 0.23% Add +0.3% 1,843,471 $42.4M
Focus Partners Wealth 0.05% Add +1391.7% 1,834,821 $42.2M
Mirae Asset Global Investments Co., Ltd. 0.11% Add +2.4% 1,779,220 $41.0M
Heck Capital Advisors, LLC 2.82% Add +11.4% 1,644,012 $37.9M
US Bancorp \de 0.04% Add +2.7% 1,643,751 $37.8M
Foster Group, Inc. 1.11% Reduce -1.3% 1,591,111 $36.6M
Prime Capital Investment Advisors, LLC 0.44% Reduce -16.8% 1,584,253 $36.5M
3EDGE Asset Management, LP 1.84% Reduce -1.9% 1,540,508 $35.5M
Verum Partners LLC 6.94% Add +4.0% 1,494,604 $34.4M
Envestnet Portfolio Solutions, Inc. 0.12% Add +9.0% 1,429,153 $32.9M
McKinley Carter Wealth Services, Inc. 1.78% Reduce -29.8% 1,387,013 $31.9M
Commerce Bank 0.17% Add +27.3% 1,372,690 $31.6M
Lockheed Martin Investment Management Co. 0.96% No change 1,250,000 $28.8M
Wealthspire Advisors, LLC 0.23% Add +366.9% 1,247,409 $28.7M
BlueStem Wealth Partners, LLC 3.05% Reduce -0.5% 1,200,388 $27.6M
Acorns Advisers, LLC 0.21% Add +4.5% 1,199,293 $27.6M
DDFG, Inc 6.04% Add +2.3% 1,198,701 $27.6M
Commonwealth Equity Services, LLC 0.04% Add +4.7% 1,184,157 $27.3M
Park Avenue Securities LLC 0.22% Add +18.9% 1,127,713 $26.0M
Nationwide Fund Advisors 1.11% Reduce -3.2% 1,126,536 $25.9M
Lifeworks Advisors, LLC 3.32% Add +6.2% 1,114,892 $25.7M
Cutler Investment Counsel LLC 2.64% Add +4.5% 1,102,938 $25.4M
Trilogy Capital Inc. 1.13% Reduce -58.5% 1,093,234 $25.2M
School Employees Retirement Board of Ohio 12.25% New 1,088,991 $25.1M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -3.3% 1,084,797 $25.0M
Rockefeller Capital Management L.P. 0.04% Add +6.6% 1,079,425 $24.9M
Johnson Bixby & Associates, LLC 3.06% Add +0.3% 1,073,202 $24.7M
Cwm, LLC 0.07% Reduce -6.3% 1,071,354 $24.7M
Equitable Holdings, Inc. 0.16% Add +17.2% 1,005,270 $23.1M
Cerity Partners LLC 0.03% Reduce -1.5% 980,613 $22.6M
Genus Capital Management Inc. 2.49% Reduce -0.4% 928,796 $21.4M
Roberts Financial Services LLC 6.69% Add +3.1% 925,786 $21.3M
Strategic Blueprint, LLC 1.19% Add +4.9% 876,773 $20.2M
Stifel Financial Corp. 0.02% Add +3.7% 867,640 $20.0M
Envision Financial Planning, LLC 7.55% Add +1.8% 867,377 $20.0M
Geneos Wealth Management Inc. 0.49% Add +0.1% 866,033 $19.9M
Annandale Capital, LLC 3.17% Add +2.6% 845,043 $19.5M
Farther Finance Advisors, LLC 0.20% Add +77.7% 827,918 $19.1M
Schmidt P J Investment Management Inc. 3.06% Reduce -0.4% 818,330 $18.8M
Savant Capital, LLC 0.10% Reduce -3.8% 797,055 $18.4M
Principal Securities, Inc. 0.28% Add +37.7% 775,899 $17.9M
St Germain D J Co. Inc. 0.68% Add +1.8% 764,044 $17.6M
Global Retirement Partners, LLC 0.31% Add +3.0% 762,874 $17.6M
Capital Planning Advisors, LLC 2.31% Reduce -6.3% 750,002 $17.3M
Juno Financial Group LLC 6.72% — 729,615 $16.8M
Sumitomo Mitsui Financial Group, Inc. 0.29% Add +3.1% 713,067 $16.4M
Key Financial Inc 2.96% Add +4.6% 705,441 $16.2M
Mariner, LLC 0.02% Add +22.0% 691,470 $15.9M
Snider Financial Group 4.18% Add +7.0% 682,014 $15.7M
Perigon Wealth Management, LLC 0.27% Add +3.1% 660,168 $15.2M
Topel & Distasi Wealth Management, LLC 7.19% Add +10.3% 639,725 $14.7M
Seven Mile Advisory 2.57% Add +5.8% 638,315 $14.7M
NewEdge Advisors, LLC 0.05% Add +7.3% 634,992 $14.6M
Mma Asset Management LLC 5.12% Add +6.2% 623,614 $14.4M
Gotham Asset Management 0.05% Add +746.8% 618,852 $14.2M
Integrity Alliance, Llc. 0.52% Add +4.5% 617,932 $14.2M
Bernardo Wealth Planning LLC 2.69% Add +1.3% 613,487 $14.1M
Elevation Point Wealth Partners, LLC 0.67% Add +1821.8% 606,823 $14.0M
Pacific Wealth Management 6.46% Add +1.6% 604,085 $13.9M
Triad Wealth Partners, LLC 1.32% Add +19.2% 601,133 $13.8M
Vestmark Advisory Solutions, Inc. 0.19% Add +3157.3% 595,914 $13.7M
Strategic Investment Advisors / MI 1.17% Add +529446.8% 587,797 $13.5M
Modern Wealth Management, LLC 0.24% Add +7.6% 583,032 $13.4M
Nomura Asset Management International Inc. 0.02% — 580,856 $13.4M
SCS Capital Management LLC 0.14% Add +5.3% 578,537 $13.3M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.9% 571,455 $13.2M
Private Advisor Group, LLC 0.06% Reduce -11.9% 558,195 $12.9M
Prudential PLC 0.10% Add +48.7% 546,882 $12.6M
Deane Retirement Strategies, Inc. 5.17% Add +9688.5% 545,907 $12.5M
Diversify Wealth Management, LLC 0.58% Add +37.5% 539,876 $12.4M
Integrated Wealth Concepts LLC 0.15% Reduce -2.7% 540,257 $12.4M
Gibbs Wealth Management 2.96% Reduce -6.4% 530,508 $12.2M
Coldstream Capital Management Inc. 0.16% Reduce -12.5% 524,342 $12.1M
Cerity Partners OCIO LLC 0.67% Reduce -2.0% 523,475 $12.1M
Mutual Advisors, LLC 0.25% Add +68.0% 509,904 $11.7M
Montecito Bank & Trust 1.83% Reduce -4.5% 498,425 $11.5M
Seascape Capital Management 3.25% Add +2.8% 496,106 $11.4M
Dynasty Wealth Management, LLC 0.11% Add +112.2% 467,933 $10.8M
Klaas Financial Asset Advisors, LLC 1.53% Add +5.7% 458,334 $10.6M
IFG Advisory, LLC 0.46% Add +8.3% 458,126 $10.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 445,461 $10.3M
Steward Partners Investment Advisory, LLC 0.06% Add +1.4% 443,345 $10.2M
Atria Investments, Inc 0.12% Add +6.8% 439,590 $10.1M
Spectrum Strategic Capital Management, LLC 5.31% Reduce -6.8% 433,752 $10.0M
Bartlett & Co. Wealth Management LLC 0.13% Reduce -13.3% 429,576 $9.9M
Phoenix Financial Ltd. 0.11% Reduce -14.8% 424,158 $9.8M
Diversify Advisory Services, LLC 0.31% Add +4.7% 422,433 $9.7M
Robertson Stephens Wealth Management, LLC 0.27% Add +0.6% 419,429 $9.7M
Stolz & Associates, PS 7.42% — 417,516 $9.6M
Compagnie Lombard Odier SCmA 0.10% Add +2.4% 412,154 $9.5M
Westshore Wealth, LLC 3.11% Add +4.3% 407,358 $9.4M
Phoenix Wealth Advisors 3.51% Add +2.5% 396,701 $9.1M
Clear Creek Financial Management, LLC 0.74% Reduce -5.0% 393,318 $9.1M
National Bank of Canada 0.01% Reduce -25.8% 391,435 $9.0M
Addison Capital Co 2.24% Add +42.6% 389,627 $9.0M
Cornerstone National Bank & Trust Co 3.55% Add +17.6% 386,770 $8.9M
Foundations Investment Advisors, LLC 0.12% Add +1.4% 381,747 $8.8M
Kestra Advisory Services, LLC 0.04% Add +1.9% 368,097 $8.5M
Deutsche Bank AG 0.00% Add +22.7% 363,324 $8.4M
Flow Traders U.S. LLC 0.25% New 329,665 $7.6M
Vise Technologies, Inc. 0.15% Add +171.4% 329,632 $7.6M
Coign Capital Advisors LLC 3.93% Add +4.1% 326,416 $7.5M
Hilltop Holdings Inc. 0.45% Add +9.7% 326,086 $7.5M
Jones Financial Companies LLLP 0.00% Add +24.1% 322,781 $7.4M
Creative Planning 0.01% Reduce -5.3% 306,177 $7.0M
Family Capital Trust Co 2.27% Add +0.4% 301,399 $6.9M
Croban 3.31% Add +86.3% 298,315 $6.9M
Financial Engines Advisors L.L.C. 0.01% Add +24.7% 295,984 $6.8M
Fairtree Asset Management (Pty) Ltd 3.13% Add +3.9% 295,534 $6.8M
Baird Financial Group, Inc. 0.01% Add +22.9% 290,889 $6.7M
Alliancebernstein L.P. 0.00% Add +7.0% 290,392 $6.7M
Arcadia Wealth Management, LLC 2.43% Add +66.1% 284,136 $6.5M
Westfuller Advisors, LLC 2.58% Add +4.3% 276,831 $6.4M
Highline Wealth Partners LLC 1.74% Add +6.9% 268,486 $6.2M
Pinnacle Financial Partners, Inc. 0.05% — 267,836 $6.2M
Simon Quick Advisors, LLC 0.27% Reduce -0.8% 266,230 $6.1M
Scotia Capital Inc. 0.02% Add +2.0% 261,936 $6.0M
Financial Management Network Inc. 0.95% Add +13.2% 261,521 $6.0M
Vantage Financial Partners, LLC 1.20% Add +6.7% 256,529 $5.9M
Center For Asset Management LLC 3.02% Reduce -6.9% 251,154 $5.8M
Anfield Capital Management, LLC 1.79% Reduce -49.5% 246,190 $5.7M
Cliftonlarsonallen Wealth Advisors, LLC 0.09% Reduce -8.0% 245,911 $5.7M
Orion Porfolio Solutions, LLC 0.04% Add +39.8% 236,764 $5.5M
JT Stratford LLC 0.70% Reduce -26.6% 236,147 $5.4M
Blueline Advisors LLC 4.20% — 223,574 $5.1M
Cibc World Market Inc. 0.01% Reduce -1.9% 223,100 $5.1M
SteelPeak Wealth, LLC 0.17% Add +11.2% 222,909 $5.1M
Wetzel Investment Advisors, Inc. 2.06% Add +4.3% 219,858 $5.1M
Independent Financial Group, LLC 0.11% Add +12.2% 216,291 $5.0M
HSBC Holdings PLC 0.00% New 216,159 $5.0M
Capital Investment Counsel, LLC 0.69% Add +7.8% 214,481 $4.9M
Connecticut Capital Management Group, LLC 4.72% — 214,319 $4.9M
DSG Capital Advisors, LLC 0.75% Reduce -14.9% 212,896 $4.9M
Crabel Capital Management, LLC 3.67% Add +21.1% 211,039 $4.9M
Portside Wealth Group, LLC 0.65% Add +5.6% 209,146 $4.8M
Great Valley Advisor Group, Inc. 0.09% Reduce -0.0% 208,407 $4.8M
Ascent Group, LLC 0.16% Add +2.8% 205,828 $4.7M
Capital Investment Advisory Services, LLC 0.33% Add +8.5% 205,347 $4.7M
Drucker Wealth 3.0, LLC 0.83% Add +4.9% 205,105 $4.7M
WealthCare Investment Partners, LLC 1.37% Add +15.5% 204,107 $4.7M
Kestra Private Wealth Services, LLC 0.06% Add +126.6% 203,822 $4.7M
Dynamic Advisor Solutions LLC 0.15% Add +6.3% 202,781 $4.7M
CreativeOne Wealth, LLC 0.11% Add +2.2% 202,029 $4.7M
Ausdal Financial Partners, Inc. 0.21% Add +1001.0% 193,651 $4.5M
Paragon Capital Management Inc. 3.43% Add +0.9% 192,636 $4.4M
Mather Group, Llc. 0.04% Add +1.1% 188,767 $4.3M
Sterling Financial Planning, Inc. 1.31% Add +3.5% 188,307 $4.3M
Goldman Sachs Group Inc. 0.00% Add +4.7% 182,801 $4.2M
Stonekeep Investments, LLC 2.69% Add +4.0% 182,564 $4.2M
First Pacific Financial 0.54% Add +5.7% 179,323 $4.1M
Comerica Bank 0.02% Reduce -2.1% 178,434 $4.1M
Olde Wealth Management, LLC 1.26% Add +2.9% 177,969 $4.1M
Element Wealth, LLC 1.69% Reduce -2.8% 177,450 $4.1M
Ullmann Wealth Partners Group, LLC 0.42% Add +0.5% 173,648 $4.0M
Peak Wealth Management LLC 3.30% — 171,660 $4.0M
Interactive Financial Advisors, Inc. 2.55% Reduce -3.1% 171,090 $3.9M
&partners 0.02% Add +53.3% 167,953 $3.9M
Sowell Financial Services LLC 0.14% Reduce -0.3% 167,774 $3.9M
NorthRock Partners, LLC 0.06% Add +37.1% 165,640 $3.8M
Private Trust Co. NA 0.33% Add +2.3% 164,646 $3.8M
Traveka Wealth, LLC 1.54% Add +77.3% 164,498 $3.8M
Wealthfront Advisers LLC 0.01% Add +4.0% 162,193 $3.7M
Sollinda Capital Management LLC 0.95% Add +7.7% 161,564 $3.7M
Blueprint Investment Partners LLC 0.40% Add +29.2% 161,123 $3.7M
Dorsey & Whitney Trust CO LLC 0.20% Add +1.6% 160,426 $3.7M
Shared Vision Wealth Group LLC 1.48% Reduce -0.2% 158,627 $3.7M
Stratos Wealth Partners, LTD. 0.04% Add +27.5% 157,829 $3.6M
Regal Investment Advisors LLC 0.22% Add +3.2% 157,504 $3.6M
Bull Oak Capital, LLC 1.47% Add +3.6% 155,747 $3.6M
Shira Ridge Wealth Management 1.44% Add +68.0% 155,628 $3.6M
Twele Capital Management, Inc. 0.63% Add +5.7% 153,186 $3.5M
Blueprint Financial Advisors LLC 0.53% Add +19.3% 151,029 $3.5M
Novem Group 0.40% Add +7.3% 150,098 $3.5M
Smartleaf Asset Management LLC 0.13% Add +71.6% 147,240 $3.4M
Keel Point, LLC 0.20% Reduce -21.5% 146,413 $3.4M
Advisory Services Network, LLC 0.05% Add +39.7% 143,971 $3.3M
Sharkey, Howes & Javer 0.42% Add +19.2% 143,014 $3.3M
Arrowroot Family Office, LLC 1.20% New 142,986 $3.3M
NorthCrest Asset Manangement, LLC 0.07% Add +34.0% 142,033 $3.3M
FFG Retirement Advisors LLC 2.03% Add +0.1% 142,132 $3.3M
World Investment Advisors 0.05% Add +767.7% 139,492 $3.2M
Shelter Mutual Insurance Co 0.71% Add +10.5% 137,620 $3.2M
Swmg, LLC 0.87% Add +2.4% 135,286 $3.1M
Mercer Global Advisors Inc. 0.00% Add +9.1% 135,273 $3.1M
Armstrong Advisory Group, Inc. 0.21% Reduce -0.1% 134,691 $3.1M
OpenArc Corporate Advisory, LLC 0.05% — 132,923 $3.1M
AtlasMark Financial, Inc 1.97% Reduce -6.8% 132,647 $3.1M
Beacon Bridge Wealth Partners, LLC 1.01% Add +6.0% 132,391 $3.0M
HighTower Advisors, LLC 0.00% Reduce -7.8% 129,169 $3.0M
Meitav Investment House Ltd. 0.03% Add +5.8% 127,922 $2.9M
Arkadios Wealth Advisors 0.06% Add +213.9% 127,643 $2.9M
Bessemer Group Inc. 0.00% New 124,764 $2.9M
STAR Financial Bank 1.43% New 121,608 $2.8M
Calton & Associates, Inc. 0.41% Add +2.9% 121,129 $2.8M
GLOBALT Investments LLC / GA 0.10% No change 118,125 $2.7M
Cadia Private Client LLC 2.14% — 117,340 $2.7M
Sovran Advisors, LLC 0.23% Add +10.5% 116,057 $2.7M
Coordinated Financial Services, Inc. 1.51% Reduce -2.9% 112,540 $2.6M
Heritage Wealth Management, Inc. 1.66% Add +38.1% 111,425 $2.6M
RFG Advisory, LLC 0.05% Add +10.3% 108,546 $2.5M
Composition Wealth, LLC 0.04% Add +10.4% 107,014 $2.5M
Net Worth Advisory Group 0.50% Add +211.4% 106,868 $2.5M
Altiora Financial Group, LLC 0.42% New 106,475 $2.5M
Clearstead Advisors, LLC 0.03% Add +3.4% 103,014 $2.4M
4WEALTH Advisors, Inc. 2.03% Reduce -1.9% 101,738 $2.3M
Valmark Advisers, Inc. 0.03% Reduce -1.1% 101,555 $2.3M
Wesbanco Bank Inc. 0.06% No change 100,424 $2.3M
Russell Investments Group, Ltd. 0.00% Add +47.6% 99,301 $2.3M
Stokes Family Office, LLC 0.21% Add +24.8% 99,238 $2.3M
Blue Edge Capital, LLC 0.31% Add +0.5% 99,192 $2.3M
Western Financial Corp 0.90% Reduce -1.2% 98,072 $2.3M
Beacon Pointe Advisors, LLC 0.02% New 97,803 $2.3M
ORG Partners LLC 0.40% Reduce -1.1% 97,622 $2.2M
Stableford Capital II LLC 0.80% Add +239.6% 96,024 $2.2M
BIP Wealth, LLC 0.08% Add +8.2% 95,625 $2.2M
TSA Wealth Managment LLC 0.73% Reduce -0.9% 95,245 $2.2M
DMC Group, LLC 1.44% Add +2.1% 93,894 $2.2M
Tounjian Advisory Partners, LLC 0.72% Reduce -1.3% 92,888 $2.1M
Parallel Advisors, LLC 0.04% Reduce -5.5% 92,864 $2.1M
Horst & Graben Wealth Management LLC 0.32% Add +4.3% 91,579 $2.1M
Alvarez & Marsal Private Wealth Partners, LLC 0.41% — 91,585 $2.1M
Seneca Financial Advisors LLC 0.64% Reduce -90.6% 90,819 $2.1M
SWP Financial LLC 1.04% Add +3.8% 90,308 $2.1M
Cyndeo Wealth Partners, LLC 0.11% Add +4.1% 90,073 $2.1M
Horizon Investments, LLC 0.03% Add +2.0% 90,084 $2.1M
Ameritas Advisory Services, LLC 0.08% Add +4556.4% 90,008 $2.1M
Founders Financial Securities LLC 0.12% Add +3.4% 89,751 $2.1M
One Day In July LLC 0.17% Reduce -2.0% 89,076 $2.1M
One Wealth Advisors, LLC 0.25% Add +12.3% 88,877 $2.0M
Citigroup Inc. 0.00% Add +3.4% 88,336 $2.0M
Brookstone Capital Management 0.02% Add +16.7% 87,228 $2.0M
PW Advisors, LLC \ FL 1.61% — 86,890 $2.0M
Corient Private Wealth LP 0.00% Add +164.8% 86,883 $2.0M
Meridian Wealth Management, LLC 0.07% Reduce -82.3% 85,658 $2.0M
Trek Financial, LLC 0.11% Add +1.1% 85,626 $2.0M
AdvisorNet Financial, Inc 0.10% Add +3.3% 83,159 $1.9M
Cambridge Associates LLC /Ma/ 0.03% Reduce -87.2% 82,896 $1.9M
Jordan Park Trust Co LLC 1.31% Reduce -1.3% 82,886 $1.9M
Austin Private Wealth, LLC 0.14% Add +4.0% 81,784 $1.9M
Integrity Advisory Solutions, LLC 0.27% Add +12.0% 81,012 $1.9M
Regency Capital Management Inc.\DE 0.77% Add +10.0% 80,734 $1.9M
Twin Peaks Wealth Advisors, LLC 0.53% Add +67.9% 79,154 $1.8M
Catalina Capital Group, LLC 1.12% Reduce -33.2% 79,236 $1.8M
Advisor OS, LLC 0.15% Add +629.5% 78,864 $1.8M
Harbour Investments, Inc. 0.04% Add +110.7% 78,574 $1.8M
High Falls Advisors, Inc 0.37% Add +7.9% 78,546 $1.8M
Wealth Enhancement Trust Services, Inc. 0.23% — 78,146 $1.8M
MA Private Wealth 0.30% Reduce -21.2% 78,046 $1.8M
Avondale Wealth Management 0.90% Add +7.3% 76,187 $1.8M
TFB Advisors LLC 0.48% Add +7.4% 74,502 $1.7M
Richmond Investment Services, LLC 0.29% Add +13.0% 73,941 $1.7M
Mach-1 Financial Group, LLC 0.35% Add +1.1% 73,097 $1.7M
Odyssey Capital Advisors, Inc. 1.48% — 72,520 $1.7M
Cosner Financial Group, LLC 0.85% Reduce -3.4% 72,312 $1.7M
Prospera Financial Services Inc 0.03% Reduce -4.8% 69,785 $1.6M
Yukon Wealth Management, Inc. 0.93% Add +10.1% 70,049 $1.6M
JPL Wealth Management, LLC 0.39% Reduce -6.7% 69,620 $1.6M
Idaho Trust Co 0.53% Reduce -29.4% 69,302 $1.6M
HighPoint Advisor Group LLC 0.04% New 69,136 $1.6M
BNP Paribas 0.05% Reduce -14.4% 68,816 $1.6M
Ascent Wealth Partners, LLC 0.18% Add +2.4% 68,371 $1.6M
Focus Partners Advisor Solutions, LLC 0.02% Reduce -34.3% 68,117 $1.6M
PFG Advisors 0.08% Reduce -64.9% 68,013 $1.6M
Simplicity Wealth,LLC 0.09% Add +8.5% 67,554 $1.6M
CFS Investment Advisory Services, LLC 0.11% Reduce -8.3% 67,302 $1.5M
Summit Wealth Group, LLC 0.36% Reduce -1.1% 67,138 $1.5M
Franklin Resources Inc. 0.00% Reduce -1.6% 66,183 $1.5M
MLG Wealth Management DBA Pine Grove Financial Group 0.18% — 66,044 $1.5M
Collier Financial 1.13% Add +11.0% 65,587 $1.5M
Ashton Thomas Private Wealth, LLC 0.04% Add +1.3% 65,388 $1.5M
Roble, Belko & Company, Inc 0.20% No change 65,353 $1.5M
Pinion Investment Advisors, LLC 0.37% Add +28.0% 65,184 $1.5M
Choreo, LLC 0.02% Add +2.9% 64,913 $1.5M
Barclays PLC 0.00% Reduce -84.0% 64,720 $1.5M
Wealth Advisory Solutions, LLC 0.35% Reduce -0.0% 64,496 $1.5M
U.S. Capital Wealth Advisors, LLC 0.04% Reduce -9.6% 64,373 $1.5M
Concurrent Investment Advisors, LLC 0.02% Add +8.9% 64,257 $1.5M
KMG Fiduciary Partners, LLC 0.10% Add +4.7% 64,003 $1.5M
Bank of Marin 1.02% No change 63,984 $1.5M
Canandaigua National Trust Co of Florida 0.92% Add +161.0% 63,941 $1.5M
Advyzon Investment Management, LLC 0.17% Add +8.3% 63,205 $1.5M
Ade, LLC 0.69% Add +12.2% 62,104 $1.4M
Anderson Hoagland & Co. 0.12% Add +1.3% 62,035 $1.4M
Blue Trust, Inc. 0.02% Add +1.5% 61,805 $1.4M
MAI Capital Management 0.01% Reduce -0.5% 61,550 $1.4M
Asempa Wealth Advisors 1.22% — 61,545 $1.4M
Icon Wealth Advisors, LLC 0.09% Add +5.1% 61,272 $1.4M
Dentgroup LLC 0.96% Reduce -1.2% 60,728 $1.4M
Mgo One Seven LLC 0.03% Add +237.9% 59,625 $1.4M
M&T Bank Corp 0.00% Add +16.9% 58,777 $1.4M
Signature Estate & Investment Advisors LLC 0.03% Add +10.5% 57,875 $1.3M
Advus Financial Partners, LLC 0.32% Reduce -0.6% 57,827 $1.3M
Farmers National Bank 0.30% Add +9.1% 57,638 $1.3M
Cheviot Value Management, LLC 0.13% Add +57.3% 56,742 $1.3M
AQR Capital Management 0.00% Add +111.9% 56,684 $1.3M
Money Concepts Capital Corp. 0.07% New 56,007 $1.3M
Arete Wealth Advisors, LLC 0.09% Reduce -3.0% 55,769 $1.3M
Bestgate Wealth Advisors, LLC 2.26% Add +2.4% 55,762 $1.3M
Davis Wealth Advisors, LLC 1.07% Add +79.6% 55,742 $1.3M
Verdence Capital Advisors LLC 0.08% Reduce -7.4% 55,688 $1.3M
Stonehaven Wealth & Tax Solutions, LLC 1.15% Reduce -1.6% 55,604 $1.3M
Stewardship Advisors, LLC 0.29% Add +3.7% 54,854 $1.3M
Liberty Wealth Management LLC 0.16% Reduce -17.5% 54,801 $1.3M
SigFig Wealth Management, LLC 0.04% Add +1.2% 54,754 $1.3M
One Capital Management, LLC 0.04% Add +463.6% 54,706 $1.3M
Dakota Wealth Management 0.02% New 54,030 $1.2M
Bank of Montreal 0.00% Reduce -8.3% 53,400 $1.2M
Atlatl Advisers LLC 0.47% Add +5.4% 52,916 $1.2M
PFG Investments, LLC 0.06% Reduce -38.4% 52,874 $1.2M
Nwam LLC 0.07% Add +86.1% 52,233 $1.2M
Spire Wealth Management 0.04% Add +0.2% 51,570 $1.2M
Hoxton Planning & Management, LLC 0.35% Add +10.6% 50,786 $1.2M
Clarendon Private LLC 0.99% Reduce -6.7% 50,632 $1.2M
Flatrock Wealth Partners LLC 0.56% — 50,426 $1.2M
Flagship Harbor Advisors, LLC 0.05% Reduce -1.4% 49,950 $1.2M
Elevated Capital Advisors, LLC 0.27% Reduce -3.8% 49,395 $1.1M
Willis Johnson & Associates, Inc. 0.07% Add +2.2% 49,067 $1.1M
Tme Financial, Inc. 0.79% Reduce -35.0% 48,963 $1.1M
Citizens Financial Group Inc. 0.01% Add +49.9% 48,612 $1.1M
Waystone Advisors LLC 0.95% — 47,989 $1.1M
BNP Paribas Financial Markets 0.00% Reduce -85.9% 47,734 $1.1M
Kingsview Wealth Management, LLC 0.02% Add +8.0% 47,468 $1.1M
National Wealth Management Group, LLC 0.38% Add +10.8% 47,321 $1.1M
Meeder Advisory Services, Inc. 0.05% Add +1.5% 47,306 $1.1M
Alterna Wealth Management, Inc. 0.90% Add +3.2% 46,675 $1.1M
Range Financial Group LLC 0.37% Add +88.7% 46,540 $1.1M
Cornerstone Advisors Asset Management, LLC 0.17% Add +1.2% 46,020 $1.1M
PAX Financial Group, LLC 0.18% Add +15.9% 45,959 $1.1M
OneDigital Investment Advisors LLC 0.01% Reduce -4.1% 44,859 $1.0M
Hara Capital LLC 0.57% Reduce -10.9% 44,752 $1.0M
Inspire Advisors, LLC 0.09% Add +10.1% 44,446 $1.0M
True Vision MN LLC 0.52% Add +7.5% 44,370 $1.0M
WealthShield Partners, LLC 0.11% Add +2.1% 44,255 $1.0M
Optas, LLC 0.16% Reduce -72.0% 43,958 $1.0M
D.A. Davidson & Co. 0.01% Reduce -2.1% 43,547 $1.0M
Bay Harbor Wealth Management, LLC 0.26% Add +0.2% 43,473 $1.0M
Snowden Capital Advisors LLC 0.03% Reduce -7.9% 43,246 $996K
Cobblestone Asset Management LLC 0.44% Add +3.6% 43,037 $991K
Certior Financial Group, LLC 0.68% Reduce -0.5% 43,016 $990K
Susquehanna International Group, LLP 0.00% New 42,850 $987K
J.W. Cole Advisors, Inc. 0.02% Add +43.5% 46,544 $984K
HB Wealth Management, LLC 0.01% Add +52.9% 42,724 $984K
Gladstone Institutional Advisory LLC 0.04% Add +12.1% 42,289 $974K
Stonehearth Capital Management, LLC 0.36% Reduce -55.1% 41,801 $962K
Clifford Group, LLC 0.74% Add +10.8% 41,494 $955K
Marble Wealth, LLC 0.13% — 41,094 $946K
Cassilly Financial Group LLC 0.83% — 40,946 $943K
Midwest Trust Co 0.01% Add +0.1% 40,637 $936K
Paragon Private Wealth Management, LLC 0.29% Reduce -11.4% 40,550 $934K
Sequoia Financial Advisors, LLC 0.01% Add +2.5% 40,145 $924K
IHT Wealth Management, LLC 0.02% Add +78.9% 40,068 $923K
Apollon Wealth Management, LLC 0.02% Reduce -0.5% 39,985 $921K
Tennessee Valley Asset Management Partners 0.12% Add +2.1% 39,958 $920K
Forvis Mazars Wealth Advisors, LLC 0.02% Reduce -1.3% 39,638 $913K
Oakworth Capital, Inc. 0.05% Reduce -0.2% 39,453 $908K
Alliance Wealth Advisors, LLC 0.19% Reduce -12.1% 38,878 $895K
Pines Wealth Management, LLC 0.29% Add +4.5% 38,716 $891K
Greenleaf Trust 0.01% Reduce -58.9% 38,356 $883K
KKM Financial LLC 0.16% Add +3.7% 37,970 $874K
Journey Retirement Planning & Investment Management LLC 0.18% — 37,672 $867K
Stelac Advisory Services LLC 0.30% Reduce -11.9% 37,199 $857K
J.E. Simmons & Co., P.C. 0.56% — 37,197 $856K
Cherrydale Wealth Management, LLC 0.26% Reduce -1.2% 37,054 $853K
UMB Bank, n.a. 0.01% Add +9.0% 37,034 $853K
Independent Advisor Alliance 0.02% Add +92.0% 36,678 $845K
Verus Capital Partners, LLC 0.06% Add +7.1% 36,661 $844K
Perennial Investment Advisors, LLC 0.07% Reduce -9.4% 36,608 $843K
Qube Research & Technologies Ltd 0.00% Add +45.9% 36,231 $834K
JB Capital LLC 0.03% Reduce -7.8% 36,026 $830K
Client 1ST Advisory Group, LLC 0.26% Reduce -4.8% 35,884 $826K
Western Wealth Management, LLC 0.04% Add +17.1% 35,566 $819K
Csenge Advisory Group 0.04% Add +15.1% 35,511 $818K
TD Waterhouse Canada Inc. 0.01% Reduce -6.8% 35,157 $809K
Marshall Financial Group, LLC 0.15% Reduce -5.1% 34,698 $799K
Van Hulzen Asset Management, LLC 0.06% Reduce -3.0% 34,664 $798K
CENTRAL TRUST Co 0.02% Add +1.4% 34,532 $795K
Greenline Partners, LLC 0.09% No change 34,463 $794K
Pacific Financial Group Inc. 0.43% Add +10.0% 33,440 $770K
Waterloo Capital, L.P. 0.06% Reduce -1.6% 33,260 $766K
Invera Wealth Advisors, LLC 0.48% Add +18.7% 33,139 $763K
Intelligence Driven Advisers, LLC 0.11% Reduce -11.7% 33,006 $760K
Bryn Mawr Trust Advisors, LLC 0.04% Reduce -16.6% 32,603 $751K
Precision Wealth Strategies, LLC 0.24% Reduce -14.7% 32,466 $748K
New Republic Capital, LLC 0.20% Add +3194.5% 32,418 $746K
Cornerstone Planning Group LLC 0.12% Add +26.6% 32,140 $740K
Wedbush Securities Inc. 0.02% Add +3.3% 31,956 $736K
Arlington Trust Co LLC 0.07% Add +7111.3% 31,802 $732K
Wealth Alliance, LLC 0.07% Add +85.4% 31,763 $731K
Vision Retirement, LLC 0.20% — 31,597 $728K
Brasada Capital Management, LP 0.12% Reduce -5.0% 31,400 $723K
Financial Partners Group, Inc 0.08% Add +0.4% 31,273 $720K
ONE Advisory Partners, LLC 0.22% Add +9.7% 31,167 $718K
Anchor Capital Advisors LLC 0.02% New 31,081 $716K
Alteri Wealth LLC 0.23% Reduce -3.6% 31,008 $714K
Long Run Wealth Advisors, LLC 0.13% Add +40.9% 30,797 $709K
Blair William & Co. 0.00% Add +53.1% 30,644 $706K
First Heartland Consultants, Inc. 0.05% Reduce -0.7% 30,568 $704K
Arax Advisory Partners 0.02% New 30,477 $702K
Invst, LLC 0.08% Reduce -6.2% 30,463 $701K
SBI Okasan Asset Management Co.Ltd. 0.04% — 30,324 $700K
Betterment LLC 0.00% Add +6.4% 30,380 $700K
Cahaba Wealth Management, Inc. 0.05% Reduce -11.7% 29,767 $685K
Stratos Wealth Advisors, LLC 0.03% Reduce -78.2% 29,729 $685K
Mosley Wealth Management 0.31% — 29,361 $678K
Waverly Advisors, LLC 0.01% Add +5.3% 29,224 $673K
BOS Asset Management, LLC 0.18% Add +0.9% 28,428 $655K
Norden Group LLC 0.06% Reduce -4.3% 28,072 $646K
Downshift Financial, LLC 0.40% — 28,000 $645K
Garden State Investment Advisory Services LLC 0.15% Add +108.1% 27,922 $643K
Signal Advisors Wealth, LLC 0.05% Reduce -12.7% 27,818 $641K
Wise Wealth Partners 0.91% Reduce -55.5% 27,516 $634K
Empirical Asset Management, LLC 0.18% Reduce -6.7% 27,406 $631K
Endeavor Private Wealth, Inc. 0.18% Add +12.3% 26,860 $618K
IFP Advisors, Inc 0.01% Reduce -9.0% 26,637 $613K
McNaughton Wealth Management, LLC 0.25% Add +5.5% 26,569 $612K
Centurion Wealth Management LLC 0.13% Add +18.0% 26,421 $608K
Thrive Capital Management, LLC 0.14% Reduce -14.6% 26,396 $608K
Cypress Wealth Services, LLC 0.08% Add +17.6% 26,205 $603K
5T Wealth, LLC 0.24% Reduce -8.3% 26,023 $599K
Moors & Cabot, Inc. 0.03% Add +8.1% 25,978 $598K
Darden Wealth Group Inc 0.29% Reduce -0.0% 25,903 $596K
Foster & Motley Inc. 0.03% Reduce -7.7% 25,802 $594K
Soltis Investment Advisors LLC 0.04% Reduce -22.9% 25,769 $593K
Cadinha & Co. LLC 0.09% No change 25,713 $592K
Gateway Wealth Partners, LLC 0.07% Add +17.6% 25,633 $590K
Third View Private Wealth, LLC 0.08% — 25,574 $589K
CIBC Private Wealth Group LLC 0.00% Reduce -2.5% 25,489 $587K
Moneco Advisors, LLC 0.05% Add +1.3% 25,266 $582K
Patten Group, Inc. 0.11% Reduce -7.9% 25,152 $579K
Clear Harbor Asset Management, LLC 0.04% Reduce -6.7% 24,882 $573K
Fairvoy Private Wealth, LLC 0.13% Add +3.3% 24,596 $566K
Sagespring Wealth Partners, LLC 0.01% Reduce -56.0% 24,414 $562K
Stone House Investment Management, LLC 0.09% Add +9.8% 24,311 $560K
HBK Sorce Advisory LLC 0.01% Add +0.1% 24,252 $559K
Matauro, LLC 0.08% Reduce -2.1% 24,056 $554K
Curtis Wealth Management LLC 0.48% — 23,871 $551K
Invested Advisors 0.57% Reduce -11.1% 23,909 $551K
Investor's Fiduciary Advisor Network, LLC 0.12% Reduce -10.7% 23,852 $549K
Ascentis Independent Advisors 0.09% Add +3.0% 23,679 $545K
Daviman Financial, LLC 0.32% — 23,472 $540K
Pacific Excel Wealth Advisors, Inc. 1.02% — 23,452 $540K
Vermillion & White Wealth Management Group, LLC 0.29% Reduce -1.6% 23,053 $531K
Syntax Research, Inc. 0.32% Add +1.1% 22,846 $526K
Roundview Capital LLC 0.03% No change 22,474 $517K
West Wealth Group, LLC 0.11% Add +3.0% 22,288 $513K
Capital Analysts, LLC 0.01% Reduce -7.0% 22,162 $510K
Coppell Advisory Solutions LLC 0.05% Add +0.1% 22,087 $510K
Brookwood Investment Group LLC 0.06% Add +9.1% 22,127 $509K
FineMark National Bank & Trust 0.02% No change 22,052 $508K
HFG Wealth Management, LLC 0.28% Reduce -42.3% 21,902 $504K
Leavell Investment Management, Inc. 0.02% Reduce -11.4% 21,805 $502K
Valeo Financial Advisors, LLC 0.01% New 21,704 $500K
Prosperity Consulting Group, LLC 0.02% Add +11.7% 21,406 $493K
DecisionMap Wealth Management, LLC 0.30% Add +1.0% 21,349 $492K
Migdal Insurance & Financial Holdings Ltd. 0.00% No change 21,290 $490K
Petix & Botte Co 0.11% Add +18.2% 20,982 $483K
One Wealth Capital Management, LLC 0.20% Add +14.0% 20,707 $477K
Falcon Wealth Planning 0.04% Add +1.1% 20,618 $475K
Destiny Wealth Partners, LLC 0.05% Reduce -12.5% 20,533 $474K
Petra Financial Advisors Inc. 0.28% Add +0.0% 20,447 $471K
Maripau Wealth Management LLC 0.22% Reduce -3.8% 20,409 $470K
Legacy Financial Group LLC 0.06% Add +6.5% 20,439 $469K
Main Street Financial Solutions, LLC 0.03% Add +22.2% 19,883 $458K
Accurate Wealth Management, LLC 0.06% Add +6.2% 19,803 $457K
TrustWell Financial Advisors, LLC 0.44% — 19,711 $454K
Americana Partners, LLC 0.01% Reduce -0.5% 19,544 $450K
Keystone Financial Services 0.13% Add +14.8% 19,200 $442K
Lido Advisors, LLC 0.00% Add +19.8% 19,095 $441K
Financial Network Wealth Advisors LLC 0.46% Add +4.8% 19,046 $439K
KWB Wealth 0.04% Add +54.1% 18,991 $437K
Nations Financial Group Inc, /Ia/ 0.02% Add +75.6% 18,818 $433K
Pathstone Holdings, LLC 0.00% Reduce -0.1% 18,635 $429K
Magnolia Capital Advisors LLC 0.09% Reduce -1.0% 18,539 $427K
Integrity Wealth Advisors, Inc. 0.30% Reduce -69.1% 18,503 $426K
Rossby Financial, LCC 0.13% Reduce -18.7% 18,390 $423K
GK Wealth Management LLC 0.31% Reduce -26.5% 18,178 $419K
Gen-Wealth Partners Inc 0.13% Add +15.9% 18,144 $418K
Theory Financial LLC 0.14% Add +11.2% 18,087 $417K
Rinkey Investments 0.11% No change 18,057 $416K
Quotient Wealth Partners, LLC 0.01% Reduce -14.3% 17,801 $410K
Lifelong Wealth Advisors, Inc. 0.11% Add +40.2% 17,614 $406K
Elevation Wealth Management LLC 0.39% — 17,609 $405K
Baker Tilly Wealth Management, LLC 0.10% Reduce -5.5% 17,587 $405K
Chatterton & Associates Inc. 0.34% — 17,449 $402K
Alpha Financial Advisors, LLC 0.12% New 17,267 $398K
MSH Capital Advisors LLC 0.08% Add +9.4% 17,212 $396K
WCG Wealth Advisors LLC 0.01% Reduce -2.7% 17,196 $396K
Keystone Financial Group 0.03% Add +24.3% 17,122 $394K
Rhumbline Advisers 0.00% No change 16,974 $391K
Members Trust Co 0.01% No change 16,952 $390K
Kingswood Wealth Advisors, LLC 0.02% Reduce -19.3% 16,870 $388K
SageView Advisory Group, LLC 0.01% Add +10.1% 16,807 $387K
Wallace Advisory Group, LLC 0.40% Reduce -32.9% 16,709 $385K
Three Bridge Wealth Advisors, LLC 0.10% Add +32.0% 16,421 $378K
Cullen/Frost Bankers, Inc. 0.00% Add +2.0% 16,321 $376K
Transcend Capital Advisors, LLC 0.03% Reduce -7.1% 16,285 $375K
Northbridge Financial Group, LLC 0.17% — 16,232 $374K
Delta Asset Management LLC 0.03% No change 16,084 $370K
Stephens Inc. 0.00% New 15,893 $366K
Spectrum Planning & Advisory Services Inc. 0.19% Reduce -3.8% 15,855 $365K
Triumph Capital Management 0.08% Reduce -6.5% 15,812 $364K
Charter Oak Capital Management, LLC 0.03% Reduce -9.9% 15,753 $363K
Concorde Asset Management, LLC 0.14% Add +17.4% 15,682 $361K
Fifth Third Bancorp 0.00% Reduce -23.3% 15,674 $361K
Kovack Advisors, Inc. 0.02% New 15,665 $361K
Cahill Financial Advisors Inc. 0.04% Reduce -21.2% 15,592 $359K
BCGM Wealth Management, LLC 0.09% Add +0.0% 15,582 $359K
Intrua Financial, LLC 0.04% Add +8.2% 15,489 $357K
Paladin Advisory Group, LLC 0.26% No change 15,423 $355K
CoreCap Advisors, LLC 0.01% Reduce -4.0% 15,418 $355K
City State Bank 0.10% Reduce -3.8% 15,391 $354K
KM Capital Management Ltd. 0.18% No change 15,373 $354K
Elevated Financial Group LLC 0.12% — 15,235 $351K
Mayflower Financial Advisors, LLC 0.04% Add +4.2% 15,214 $350K
Headland Capital, LLC 0.10% Reduce -1.1% 15,187 $350K
Fifth Third Securities, Inc. 0.02% Add +2.0% 15,078 $347K
Tempus Wealth Planning, LLC 0.08% Add +7.3% 15,000 $345K
LongView Wealth Management 0.08% Add +17.2% 14,790 $341K
LifePlan Investment Advisors, Inc. 0.14% Add +9.3% 14,734 $339K
NBT Bank, N.A. 0.02% No change 23 $339K
Creative Financial Designs Inc. 0.02% Reduce -7.7% 14,701 $338K
Merited Wealth, LLC 0.31% — 14,656 $337K
Sculati Wealth Management, LLC 0.12% Add +15.8% 14,569 $335K
Roof Eidam Maycock Peralta, LLC 0.07% No change 14,385 $331K
Vertex Planning Partners, LLC 0.08% Add +23.7% 14,365 $331K
4J Wealth Management LLC 0.19% Reduce -7.9% 14,198 $327K
MIdWestOne Financial Group, Inc. 0.04% No change 14,172 $326K
Atomic Invest LLC 0.18% — 14,090 $325K
Aberdeen Group plc 0.00% No change 14,103 $325K
Adventist Health System Sunbelt Healthcare Corp. 0.01% No change 13,957 $322K
Heritage Family Offices, LLP 0.15% Reduce -23.0% 13,960 $321K
Rothschild Wealth LLC 0.03% Reduce -8.2% 13,888 $320K
Johnson Financial Group, LLC 0.02% New 13,829 $318K
Caliber Wealth Management, LLC / KS 0.03% Reduce -2.9% 13,803 $318K
Pine Valley Investments Ltd Liability Co 0.02% Reduce -2.3% 13,648 $314K
Strategy Asset Managers LLC 0.05% Reduce -26.8% 13,635 $314K
Principal Financial Group Inc. 0.00% New 13,584 $313K
Indivisible Partners 0.03% — 13,548 $312K
Ballast Rock Private Wealth LLC 0.19% — 13,527 $311K
IRON Financial LLC 0.14% Reduce -9.3% 13,433 $309K
Prudent Investors Network, Inc. 0.07% No change 13,431 $309K
Colton Groome Financial Advisors, LLC 0.09% Reduce -37.5% 13,400 $309K
Drive Wealth Management, LLC 0.06% Reduce -96.3% 13,356 $308K
Total Clarity Wealth Management, Inc. 0.07% New 13,236 $305K
International Assets Investment Management, LLC 0.02% Reduce -10.0% 13,222 $304K
Balefire, LLC 0.06% Add +18.9% 13,206 $304K
Barnes Wealth Management Group, Inc 0.16% Add +5.8% 13,198 $304K
Focus Financial Network, Inc. 0.01% Add +13.1% 13,160 $303K
Meyer Handelman Co. 0.01% No change 13,131 $302K
Gables Capital Management Inc. 0.13% New 12,966 $299K
Leading Edge Financial Planning LLC 0.07% New 12,955 $298K
Sand Hill Global Advisors, LLC 0.01% No change 12,929 $298K
Fourth Dimension Wealth, LLC 0.11% Add +8.6% 12,892 $297K
Buck Wealth Strategies, LLC 0.04% Reduce -8.3% 12,766 $294K
Tradition Wealth Management, LLC 0.02% Add +4.3% 12,656 $291K
Victory Financial Group, LLC 0.04% New 12,631 $291K
Joel Adams & Associates, Inc. 0.22% Add +3.3% 12,619 $291K
Cape Investment Advisory, Inc. 0.09% Add +144.8% 12,574 $290K
Parkway Wealth Management Group, LLC 0.04% — 12,195 $281K
Strategic Financial Concepts, LLC 0.25% Reduce -64.9% 12,048 $277K
Firethorn Wealth Partners, LLC 0.10% Reduce -10.5% 11,904 $274K
Rothschild Investment LLC 0.02% Add +0.6% 11,888 $274K
Redwood Investment Management, LLC 0.03% Add +13.1% 11,839 $273K
GDS Wealth Management 0.02% Add +4.2% 11,795 $272K
SeaCrest Wealth Management, LLC 0.03% Add +1.9% 11,698 $270K
VestGen Advisors, LLC 0.01% Add +27.1% 11,646 $268K
Security Financial Services, INC. 0.04% Reduce -17.8% 11,609 $267K
Seldon Capital LP 0.09% No change 11,600 $267K
Compound Planning, Inc. 0.01% Reduce -0.3% 11,505 $265K
Sigma Planning Corp 0.01% Add +16.8% 11,099 $256K
Novus Advisors, LLC 0.57% Reduce -7.3% 11,042 $254K
Prasad Wealth Partners, LLC 0.07% Reduce -30.9% 10,938 $252K
Hickory Point Bank & Trust 0.18% Add +3.5% 10,877 $250K
Collaborative Wealth Managment Inc. 0.09% Reduce -14.6% 10,760 $248K
Axis Wealth Partners, LLC 0.14% Reduce -4.8% 10,630 $245K
Bellwether Advisors, LLC 0.04% Reduce -20.2% 10,620 $245K
ASL Financial, LLC 0.19% — 10,616 $244K
Impact Partnership Wealth, LLC 0.03% New 10,362 $239K
KFG Wealth Management, LLC 0.03% Add +0.2% 10,316 $238K
Latitude Advisors, LLC 0.10% New 10,314 $237K
Colonial Trust Co / SC 0.03% Add +1.7% 10,253 $236K
Eagle Rock Investment Company, LLC 0.03% No change 10,175 $234K
Costello Asset Management, INC 0.08% Reduce -1.9% 10,153 $234K
Axxcess Wealth Management, LLC 0.00% New 10,137 $233K
Keebeck Wealth Management 0.03% Reduce -6.6% 10,043 $231K
Cary Street Partners Financial LLC 0.01% Reduce -29.7% 9,995 $230K
American Trust 0.02% New 9,982 $230K
Capital Asset Managemnet, LLC 0.25% — 9,967 $229K
Mission Wealth Management, LP 0.00% Reduce -6.4% 9,831 $226K
Moneta Group Investment Advisors LLC 0.00% Add +5.2% 9,828 $226K
Magnus Financial Group LLC 0.02% Add +4.3% 9,791 $225K
Fortis Capital Advisors, LLC 0.03% Add +1.1% 9,781 $225K
Belpointe Asset Management LLC 0.01% Add +1.1% 9,781 $225K
Fortitude Advisory Group L.L.C. 0.09% No change 9,629 $222K
Kickstand Ventures, Llc. 0.05% New 9,627 $222K
Avidian Wealth Enterprises, LLC 0.01% Reduce -9.7% 9,591 $221K
Columbia River Financial Group, LLC 0.14% Add +4.2% 9,557 $220K
Keybank National Association 0.00% Add +3.8% 9,537 $220K
BCU Wealth Advisors, LLC 0.08% Add +1.3% 9,527 $219K
Accredited Investor Services, LLC 0.15% No change 9,509 $219K
Insigneo Advisory Services, LLC 0.02% Reduce -4.4% 9,507 $219K
Agf Management Ltd. 0.00% Reduce -10.4% 9,500 $219K
Vigil Wealth Management, LLC 0.18% — 9,476 $218K
Apella Capital, LLC 0.00% Add +6.2% 9,455 $218K
Hancock Whitney Corp. 0.00% No change 9,362 $216K
Berger Financial Group, Inc 0.01% No change 9,182 $211K
LifeWealth Investments, LLC 0.07% New 9,141 $210K
Modera Wealth Management, LLC 0.00% Reduce -9.9% 9,091 $209K
Prelude Capital Management, LLC 0.02% New 9,070 $209K
Cary Street Partners Investment Advisory LLC 0.06% Add +16.6% 9,040 $208K
Baker Avenue Asset Management, LP 0.00% New 9,035 $208K
First Citizens Bank & Trust Co. 0.00% Add +0.0% 9,002 $207K
GeoWealth Management, LLC 0.01% Reduce -0.2% 8,998 $207K
Town Capital LLC 0.16% — 8,748 $201K
South Plains Financial, Inc. 0.12% No change 8,500 $196K
Independence Bank of Kentucky 0.02% Reduce -26.1% 8,237 $190K
Proffitt & Goodson Inc. 0.03% No change 7,872 $181K
Richardson Financial Services Inc. 0.06% Add +0.3% 7,808 $180K
GAMMA Investing LLC 0.01% Add +3.0% 7,589 $175K
Albion Financial Group 0.01% Add +0.4% 7,028 $162K
Lanark Financial, Inc. 0.01% Reduce -9.7% 6,818 $157K
Signature Resources Capital Management, LLC 0.08% Add +8.3% 6,784 $156K
Commonwealth Retirement Investments LLC 0.05% New 6,178 $142K
Imprint Wealth LLC 0.60% Add +178.3% 5,604 $129K
Brown Brothers Harriman & Co. 0.00% Reduce -70.8% 5,479 $126K
Adirondack Trust Co. 0.04% No change 5,396 $124K
Simplex Trading, LLC 0.00% New 5,268 $121K
Aptus Capital Advisors, LLC 0.00% Add +1520.3% 5,039 $116K
Pflug Koory, LLC 0.05% No change 4,953 $114K
Centaurus Financial, Inc. 0.01% Reduce -17.5% 4,970 $114K
SIMA Wealth Partners, LLC 0.08% Reduce -30.2% 4,663 $107K
Reflection Asset Management 0.07% — 4,564 $105K
Legacy Wealth Managment, LLC 0.05% Add +166.1% 4,545 $105K
Transamerica Financial Advisors, LLC 0.01% Add +47.2% 4,458 $103K
Bogart Wealth, LLC 0.00% No change 4,355 $100K
Activest Wealth Management 0.02% New 4,335 $100K
Truvestments Capital LLC 0.02% Reduce -28.2% 4,268 $98K
Caldwell Trust Co 0.01% No change 4,229 $97K
Hilton Head Capital Partners, LLC 0.06% — 4,119 $95K
Wilmington Savings Fund Society, FSB 0.00% No change 4,106 $95K
Evolution Wealth Management Inc. 0.08% New 3,970 $91K
Redmont Wealth Advisors LLC 0.14% No change 3,956 $91K
Bfsg, LLC 0.01% Add +72.4% 3,846 $89K
IFC & Insurance Marketing, Inc. 0.09% — 3,796 $87K
Rialto Wealth Management, LLC 0.02% Reduce -60.7% 3,775 $87K
Golden State Wealth Management, LLC 0.01% Add +0.1% 3,752 $86K
Retirement Wealth Solutions LLC 0.05% Add +2.4% 3,675 $85K
Financial Consulate, Inc. 0.01% No change 3,270 $75K
FAS Wealth Partners, Inc. 0.00% Add +1.5% 3,240 $75K
Medallion Wealth Advisors, LLC 0.02% Reduce -0.7% 3,076 $71K
Trust Co. of Toledo NA 0.01% Reduce -2.8% 3,000 $69K
EverSource Wealth Advisors, LLC 0.00% Add +75.3% 2,993 $69K
Cherry Tree Wealth Management, LLC 0.01% Add +48.8% 2,984 $69K
First PREMIER Bank 0.02% No change 2,885 $66K
Trust Co. of Vermont 0.00% Reduce -21.5% 2,830 $65K
Ares Financial Consulting, LLC 0.06% — 2,740 $63K
Beaird Harris Wealth Management, LLC 0.00% No change 2,726 $63K
Piscataqua Savings Bank 0.04% No change 2,607 $60K
Founders Financial Alliance, LLC 0.01% Add +0.1% 2,606 $60K
Glen Eagle Advisors, LLC 0.01% Add +13.2% 2,549 $59K
McGuire Capital Advisors Inc. 0.03% — 2,334 $54K
Indiana Trust & Investment Management Co 0.02% No change 2,264 $52K
Ancora Advisors LLC 0.00% Reduce -9.3% 2,226 $51K
TCTC Holdings, LLC 0.00% No change 2,158 $50K
Bravera Wealth 0.02% — 2,151 $50K
Avion Wealth 0.01% No change 2,047 $47K
Wellington-Altus USA Inc. 0.03% — 2,000 $46K
Montag A & Associates Inc. 0.00% No change 1,970 $45K
Strategic Wealth Partners, Ltd. 0.00% Add +11.6% 1,950 $45K
SouthState Bank Corp 0.00% Add +262.8% 1,912 $44K
Godfrey Financial Associates, Inc. 0.04% — 1,902 $44K
Decker Retirement Planning Inc. 0.02% No change 1,881 $43K
Signaturefd, LLC 0.00% Add +102.0% 1,830 $42K
Kilter Group LLC 0.02% No change 1,805 $42K
Silver Grove Financial Group, Inc. 0.04% New 1,803 $42K
Atlantic Union Bankshares Corp 0.00% Add +0.1% 1,776 $41K
Crewe Advisors LLC 0.00% Add +42.6% 1,773 $41K
Birchwood Financial Partners, Inc. 0.04% — 1,750 $40K
WealthCollab, LLC 0.02% No change 1,678 $39K
Root Financial Partners, LLC 0.00% Reduce -7.6% 1,580 $36K
Hantz Financial Services, Inc. 0.00% Add +13.7% 1,577 $36K
Pacifica Partners Inc. 0.02% No change 1,532 $35K
Raleigh Capital Management Inc. 0.01% Add +1593.0% 1,456 $34K
Your Advocates Ltd., LLP 0.01% No change 1,446 $33K
Signature Equity Partners, LLC 0.02% — 1,425 $33K
Global Wealth Strategies & Associates 0.01% Add +5.0% 1,338 $31K
Kingdom Financial Group LLC. 0.01% Reduce -98.3% 1,330 $31K
Meramec Financial Planners, LLC 0.01% — 1,328 $31K
Lowe Brockenbrough & Co. Inc. 0.00% No change 1,250 $29K
Toronto Dominion Bank 0.00% New 1,246 $29K
Essential Partners LLC 0.01% New 1,226 $28K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +477.8% 1,225 $28K
Ameriflex Group, Inc. 0.01% Reduce -26.4% 1,211 $28K
Towne Trust Company, N.A 0.01% No change 1,118 $26K
S&T Bank 0.01% New 1,081 $25K
Keating Financial Advisory Services, Inc. 0.00% — 1,039 $24K
Millstone Evans Group, LLC 0.01% No change 1,014 $23K
Canton Hathaway, LLC 0.00% No change 1,000 $23K
Nemes Rush Group LLC 0.00% New 1,000 $23K
Investors Research Corp 0.00% Reduce -4.0% 996 $23K
Wellington Grp LLC 0.01% — 968 $22K
Washington Trust Advisors, Inc. 0.00% No change 965 $22K
Harbor Investment Advisory, LLC 0.00% Add +2038.6% 941 $22K
Register Financial Advisors LLC 0.01% Add +1.2% 932 $21K
Tsfg, LLC 0.00% Reduce -11.8% 900 $21K
Rosenberg Matthew Hamilton 0.00% No change 840 $19K
Jackson Hole Capital Partners, LLC 0.00% No change 824 $19K
Howe & Rusling Inc. 0.00% Add +276.8% 795 $18K
BankPlus Trust Department 0.00% Reduce -33.4% 785 $18K
Quest 10 Wealth Builders, Inc. 0.02% Reduce -1.0% 769 $18K
REAP Financial Group, LLC 0.00% Add +0.8% 744 $17K
Financial Connections Group, Inc. 0.01% Add +1.1% 712 $16K
Barrett & Company, Inc. 0.01% No change 692 $16K
MTM Investment Management, LLC 0.00% Add +1.2% 673 $15K
Tidemark, LLC 0.00% No change 648 $15K
Peoples Financial Services Corp. 0.01% No change 619 $14K
Farmers & Merchants Investments Inc. 0.00% No change 618 $14K
Eastern Bank 0.00% Add +814.9% 613 $14K
Aventura Private Wealth, LLC 0.00% Reduce -3.6% 593 $14K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 590 $14K
Whittier Trust Co. 0.00% Reduce -69.7% 581 $13K
Prudent Man Investment Management, Inc. 0.00% No change 575 $13K
Strategic Investment Solutions, Inc. 0.00% Add +1.3% 531 $12K
New Millennium Group LLC 0.00% New 479 $11K
Creative Capital Management Investments LLC 0.00% New 461 $11K
SHP Wealth Management 0.00% — 452 $10K
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% No change 447 $10K
Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.01% — 447 $10K
Bayban 0.01% — 434 $10K
Sunbelt Securities, Inc. 0.00% Add +0.2% 423 $10K
Valley Wealth Managers, Inc. 0.00% New 411 $9K
Quarry LP 0.00% New 400 $9K
Breakwater Investment Management 0.00% New 380 $9K
Sound Income Strategies, LLC 0.00% No change 380 $9K
Larson Financial Group LLC 0.00% No change 361 $8K
AlphaCore Capital LLC 0.00% No change 358 $8K
Plante Moran Financial Advisors, LLC 0.00% New 357 $8K
Tucker Asset Management LLC 0.00% New 353 $8K
Motco 0.00% Add +310.6% 349 $8K
United Financial Planning Group LLC 0.00% Add +4757.1% 340 $8K
SOA Wealth Advisors, LLC. 0.00% Add +0.3% 332 $8K
Pinnacle Wealth Planning Services, Inc. 0.00% New 331 $8K
Fairscale Capital, LLC 0.01% New 330 $8K
Lloyd Advisory Services, LLC. 0.00% New 327 $8K
Phillips Financial Management, LLC 0.00% Add +515.1% 326 $8K
KERR FINANCIAL PLANNING Corp 0.01% Add +0.6% 318 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 300 $7K
Key Capital Management, INC 0.01% — 299 $7K
Financial Gravity Asset Management, Inc. 0.00% Reduce -30.9% 277 $6K
Anchor Investment Management, LLC 0.00% No change 252 $6K
POM Investment Strategies, LLC 0.00% New 251 $6K
WestEnd Advisors, LLC 0.00% Reduce -0.8% 240 $6K
Rossmore Private Capital 0.00% No change 222 $5K
Davis Capital Management 0.00% No change 208 $5K
Operose Advisors LLC 0.00% New 193 $4K
Heritage Wealth Advisors 0.00% Add +1.1% 182 $4K
Optima Capital LLC 0.00% New 174 $4K
N.E.W. Advisory Services LLC 0.00% No change 169 $4K
Balentine LLC 0.00% Reduce -98.6% 169 $4K
Tompkins Financial Corp. 0.00% Add +183.1% 167 $4K
Cornerstone Financial Management LLC 0.00% — 156 $4K
Archer Investment Corp 0.00% No change 148 $3K
Townsend Asset Management Corp. /NC/ 0.00% No change 147 $3K
O'shaughnessy Asset Management, LLC 0.00% No change 145 $3K
Hazlett, Burt & Watson, Inc. 0.00% No change 113 $3K
LRI Investments, LLC 0.00% No change 122 $3K
Morton Brown Family Wealth, LLC 0.00% No change 113 $3K
Murphy & Mullick Capital Management Corp 0.00% New 112 $3K
Hollencrest Capital Management 0.00% No change 100 $2K
Biltmore Family Office, LLC 0.00% New 88 $2K
Kozak & Associates, Inc. 0.00% Reduce -79.7% 78 $2K
Gilpin Wealth Management, LLC 0.00% — 57 $1K
Eukles Asset Management 0.00% No change 57 $1K
Cardiff Park Advisors, LLC 0.00% No change 55 $1K
Networth Advisors, LLC 0.00% — 51 $1K
Wealth Watch Advisors, INC 0.00% Reduce -91.7% 49 $1K
Alerus Financial NA 0.00% No change 42 $967
Fortis Group Advisors, LLC 0.00% New 39 $898
Asset Dedication, LLC 0.00% No change 37 $852
PFS Partners, LLC 0.00% New 27 $622
Quaker Wealth Management, LLC 0.00% New 26 $599
Inlight Wealth Management, LLC 0.00% No change 15 $345
Integrity Financial Corp 0.00% Reduce -87.6% 11 $253
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.