iShares US Treasury Bond ETFGOVTETF
13F holders, Q2 2026 (June 30)960holders +27
96new positions
66sold out
4famous investors
$22.87avg. 13F price*
At the end of Q2 2026, 960 institutions reported holding iShares US Treasury Bond ETF (GOVT) in their 13F filings, up 27 from Q1 2026. 96 opened new positions and 66 sold out. The largest holders were Bank of America Corp. ($11.1B), JPMorgan Chase & Co. ($5.2B) and Envestnet Asset Management Inc. ($3.8B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $159.8M |
| Exits | 66 | $85.9M |
All 13F filers, Q1 2026 → Q2 2026: 176,028,478 shares bought and 70,029,655 shares sold, net +105,998,823 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 960 holders
| Bank of America Corp. | 0.72% | Add +2.9% | 488,595,396 | $11.1B |
| JPMorgan Chase & Co. | 0.30% | Add +6.7% | 228,095,630 | $5.2B |
| Envestnet Asset Management Inc. | 0.90% | Add +8.7% | 167,199,210 | $3.8B |
| LPL Financial LLC | 0.83% | Add +15.4% | 162,613,206 | $3.7B |
| Truist Financial Corp. | 2.09% | Add +1.8% | 76,608,536 | $1.7B |
| PNC Financial Services Group, Inc. | 0.67% | Add +8.7% | 59,440,029 | $1.4B |
| Charles Schwab Investment Management Inc. | 0.16% | Add +104.8% | 52,278,440 | $1.2B |
| Morgan Stanley | 0.05% | Add +7.2% | 44,022,618 | $1.0B |
| Assetmark, Inc. | 1.07% | Add +4.8% | 27,424,017 | $624.7M |
| TIAA Wealth Investment Management LLC | 4.07% | Add +4.1% | 26,647,476 | $609.4M |
| Wealth Enhancement Advisory Services, LLC | 0.97% | Add +12.7% | 25,858,813 | $580.2M |
| BlackRock, Inc. | 0.01% | Add +8.5% | 24,096,250 | $548.9M |
| Allworth Financial LP | 2.03% | Reduce -10.5% | 20,921,820 | $476.6M |
| Fund Evaluation Group, LLC | 11.33% | Add +2.4% | 18,424,626 | $419.7M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.24% | Add +15.2% | 15,819,740 | $360.4M |
| UBS Group AG | 0.04% | Add +21.1% | 11,425,544 | $260.3M |
| Cetera Investment Advisers | 0.23% | Add +7.4% | 10,888,991 | $248.1M |
| Ameriprise Financial Inc. | 0.05% | Add +34.3% | 10,613,855 | $242.9M |
| Morningstar Investment Management LLC | 14.81% | No change | 10,483,782 | $240.2M |
| United Capital Financial Advisors, LLC | 1.27% | Add +2.0% | 10,130,922 | $230.6M |
| Nationwide Fund Advisors | 8.46% | Add +165.9% | 2,123,836 | $204.8M |
| TD Private Client Wealth LLC | 3.71% | Add +8.5% | 8,863,673 | $201.9M |
| Envestnet Portfolio Solutions, Inc. | 0.94% | Add +7.8% | 8,583,212 | $195.5M |
| Jordan Park Group LLC | 9.89% | Reduce -31.6% | 8,563,994 | $195.1M |
| MML Investors Services, LLC | 0.37% | Add +28.6% | 7,996,194 | $182.2M |
| Dynasty Wealth Management, LLC | 1.34% | Add +19.6% | 7,932,000 | $180.7M |
| Bank of New York Mellon Corp | 0.03% | Add +13.1% | 7,578,563 | $172.6M |
| Janney Montgomery Scott LLC | 0.32% | Add +9.4% | 7,210,378 | $164.3M |
| EP Wealth Advisors, LLC | 0.61% | Add +1.0% | 7,063,645 | $160.9M |
| Park Avenue Securities LLC | 0.93% | Add +10.7% | 6,553,412 | $149.3M |
| Norinchukin Bank, The | 1.44% | Add +5.5% | 6,494,554 | $147.9M |
| Merit Financial Group, LLC | 0.92% | Add +23.4% | 6,493,994 | $147.9M |
| FMR LLC | 0.01% | Reduce -0.0% | 6,348,372 | $144.6M |
| Northern Trust Corp. | 0.02% | Reduce -25.4% | 6,203,467 | $141.3M |
| Brown Advisory Inc. | 0.21% | Reduce -1.3% | 6,018,417 | $137.1M |
| Royal Bank of Canada | 0.02% | Add +3.5% | 5,594,960 | $127.5M |
| Pathstone Holdings, LLC | 0.36% | Add +3329.2% | 5,489,508 | $125.1M |
| Captrust Financial Advisors | 0.17% | Add +2.1% | 4,966,997 | $113.1M |
| State Farm Mutual Automobile Insurance Co. | 0.08% | Add +45.5% | 4,902,127 | $111.7M |
| Wedmont Private Capital | 2.89% | Add +6.9% | 4,672,099 | $105.5M |
| MCF Advisors LLC | 3.72% | Add +9.8% | 4,572,890 | $104.2M |
| Sanctuary Advisors, LLC | 0.47% | Add +8.8% | 4,399,631 | $100.2M |
| Raymond James Financial Inc. | 0.03% | Add +14.5% | 4,230,483 | $96.4M |
| AE Wealth Management LLC | 0.42% | Add +8.2% | 3,947,369 | $89.9M |
| Alesco Advisors, LLC, An ESL Co | 2.04% | Add +6.0% | 3,911,496 | $89.1M |
| SYM FINANCIAL Corp | 7.04% | Add +3.3% | 3,845,020 | $87.6M |
| Thrivent Financial for Lutherans | 0.15% | Add +17.9% | 3,734,884 | $85.1M |
| NewEdge Advisors, LLC | 0.25% | Add +30.1% | 3,692,267 | $84.1M |
| Osaic Holdings, Inc. | 0.10% | Add +28.7% | 3,624,472 | $82.6M |
| Nomura Asset Management International Inc. | 0.12% | Add +516.0% | 3,577,996 | $81.5M |
| Crestwood Advisors Group, LLC | 1.19% | Add +2.0% | 3,526,231 | $80.3M |
| OpenArc Corporate Advisory, LLC | 0.95% | Add +28.0% | 3,521,336 | $80.2M |
| Castleark Management LLC | 2.04% | No change | 3,329,569 | $75.8M |
| Aptus Capital Advisors, LLC | 0.54% | Add +68067.7% | 3,246,145 | $73.9M |
| Wells Fargo & Company | 0.01% | Add +20.9% | 3,043,419 | $69.3M |
| Sagespring Wealth Partners, LLC | 1.05% | Add +18.8% | 2,987,988 | $68.1M |
| Foundations Investment Advisors, LLC | 0.69% | Add +80.3% | 2,945,895 | $67.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | Reduce -7.6% | 2,887,624 | $65.8M |
| Stifel Financial Corp. | 0.05% | Add +12.6% | 2,751,738 | $62.7M |
| Cresset Asset Management, LLC | 0.21% | Add +19.8% | 2,532,810 | $57.7M |
| 1607 Capital Partners, LLC | 4.55% | Reduce -32.6% | 2,295,222 | $52.3M |
| Citigroup Inc. | 0.02% | Add +1411.8% | 2,118,713 | $48.3M |
| Dodds Wealth, LLC | 10.45% | Add +2.4% | 2,039,239 | $46.5M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -3.8% | 1,967,803 | $44.8M |
| Cambridge Investment Research Advisors, Inc. | 0.10% | Add +8.9% | 1,925,403 | $43.9M |
| Focus Partners Wealth | 0.04% | Reduce -5.8% | 1,843,887 | $42.0M |
| Bailard, Inc. | 0.82% | Reduce -24.9% | 1,767,056 | $40.3M |
| Heck Capital Advisors, LLC | 2.37% | Add +4.4% | 1,741,058 | $39.7M |
| Verum Partners LLC | 5.87% | Add +9.6% | 1,703,197 | $38.8M |
| Principal Securities, Inc. | 0.45% | Add +27.2% | 1,657,284 | $37.8M |
| CreativeOne Wealth, LLC | 0.79% | Add +15.7% | 1,607,356 | $36.6M |
| Foster Group, Inc. | 0.95% | Reduce -1.6% | 1,564,093 | $35.6M |
| JB Capital LLC | 1.22% | Add +10.9% | 1,544,278 | $35.2M |
| Strategic Blueprint, LLC | 1.74% | Add +11.3% | 1,526,575 | $34.8M |
| Vise Technologies, Inc. | 0.39% | Add +362.6% | 1,524,956 | $34.7M |
| Arax Advisory Partners | 0.23% | Add +192.8% | 1,516,171 | $34.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.06% | Add +6.6% | 1,439,540 | $32.8M |
| Equitable Holdings, Inc. | 0.20% | Add +9.5% | 1,438,410 | $32.8M |
| Integrity Alliance, Llc. | 1.02% | Add +115.6% | 1,418,814 | $32.3M |
| Cerity Partners LLC | 0.04% | Reduce -9.6% | 1,415,306 | $32.2M |
| 3EDGE Asset Management, LP | 1.44% | Reduce -5.8% | 1,414,914 | $32.2M |
| Johnson Bixby & Associates, LLC | 3.57% | Add +28.0% | 1,403,983 | $32.0M |
| Ascent Group, LLC | 0.93% | Add +7.0% | 1,368,476 | $31.2M |
| US Bancorp \de | 0.03% | Reduce -97.1% | 1,349,783 | $30.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +42.1% | 1,340,500 | $30.5M |
| Prime Capital Investment Advisors, LLC | 0.29% | Reduce -6.2% | 1,328,466 | $30.3M |
| Sharkey, Howes & Javer | 3.61% | Add +28.8% | 1,313,251 | $29.9M |
| Acorns Advisers, LLC | 0.19% | Add +7.3% | 1,289,961 | $29.4M |
| Modern Wealth Management, LLC | 0.35% | Add +23.6% | 1,275,472 | $29.1M |
| Lockheed Martin Investment Management Co. | 1.13% | No change | 1,250,000 | $28.5M |
| BlueStem Wealth Partners, LLC | 2.75% | Reduce -16.1% | 1,214,016 | $27.7M |
| Wealthspire Advisors, LLC | 0.15% | Reduce -2.4% | 1,204,706 | $27.4M |
| Trilogy Capital Inc. | 1.05% | Add +6.4% | 1,186,819 | $27.0M |
| Lifeworks Advisors, LLC | 2.83% | Add +4.0% | 1,184,445 | $27.0M |
| Rockefeller Capital Management L.P. | 0.04% | Add +4.4% | 1,183,233 | $27.0M |
| Cutler Investment Counsel LLC | 2.47% | Add +3.4% | 1,149,762 | $26.2M |
| Atria Investments, Inc | 0.26% | Add +7.0% | 1,136,935 | $25.9M |
| Vestmark Advisory Solutions, Inc. | 0.24% | Add +32.2% | 1,121,539 | $25.5M |
| Elevation Point Wealth Partners, LLC | 0.46% | Add +13.7% | 1,092,317 | $24.9M |
| Genus Capital Management Inc. | 2.44% | Add +16.6% | 1,087,346 | $24.8M |
| Strategic Investment Advisors / MI | 1.49% | Add +2.4% | 1,084,684 | $24.7M |
| DDFG, Inc | 4.76% | Reduce -16.2% | 1,053,127 | $24.0M |
| SteelPeak Wealth, LLC | 0.63% | Add +5.2% | 1,050,429 | $23.9M |
| Farther Finance Advisors, LLC | 0.17% | Add +6.4% | 959,649 | $21.9M |
| Global Retirement Partners, LLC | 0.33% | — | 939,632 | $21.4M |
| Commerce Bank | 0.09% | Reduce -1.1% | 937,112 | $21.3M |
| Juno Financial Group LLC | 7.49% | Add +22.8% | 927,750 | $21.1M |
| Baird Financial Group, Inc. | 0.03% | Add +2.4% | 918,206 | $20.9M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1.03% | Add +12.8% | 912,153 | $20.8M |
| Westshore Wealth, LLC | 6.36% | Add +110.2% | 899,561 | $20.5M |
| Annandale Capital, LLC | 2.95% | Add +0.2% | 875,351 | $19.9M |
| Horst & Graben Wealth Management LLC | 2.62% | Reduce -3.0% | 880,067 | $19.9M |
| Orion Porfolio Solutions, LLC | 0.15% | Add +14.2% | 866,864 | $19.7M |
| Geneos Wealth Management Inc. | 0.40% | Add +0.8% | 861,989 | $19.6M |
| Key Financial Inc | 3.21% | Add +11.4% | 861,313 | $19.6M |
| Envision Financial Planning, LLC | 6.28% | Reduce -8.6% | 847,680 | $19.3M |
| Pettinga Financial Advisors LLC | 3.05% | Add +208.9% | 835,484 | $19.0M |
| Snider Financial Group | 4.83% | Add +13.4% | 832,801 | $19.0M |
| Schmidt P J Investment Management Inc. | 2.94% | Add +0.7% | 830,475 | $18.9M |
| Integrated Wealth Concepts LLC | 0.12% | Add +26.4% | 825,593 | $18.8M |
| Mgo One Seven LLC | 0.31% | Add +12.7% | 824,638 | $18.8M |
| Roberts Financial Services LLC | 5.47% | Add +0.5% | 820,077 | $18.7M |
| CFS Investment Advisory Services, LLC | 1.24% | Add +2.5% | 819,652 | $18.6M |
| &partners | 0.08% | Add +52.3% | 809,711 | $18.5M |
| HM Payson & Co. | 0.23% | No change | 768,174 | $17.5M |
| St Germain D J Co. Inc. | 0.62% | Reduce -1.6% | 758,976 | $17.3M |
| Steward Partners Investment Advisory, LLC | 0.09% | Add +3.2% | 754,954 | $17.2M |
| JT Stratford LLC | 1.85% | Add +24.1% | 739,452 | $16.8M |
| Arcadia Wealth Management, LLC | 5.22% | Add +29.8% | 729,380 | $16.6M |
| Topel & Distasi Wealth Management, LLC | 7.56% | Add +5.6% | 687,708 | $15.7M |
| Savant Capital, LLC | 0.05% | Reduce -7.4% | 684,975 | $15.6M |
| NorthRock Partners, LLC | 0.23% | Add +0.7% | 682,331 | $15.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.29% | Add +1.1% | 678,839 | $15.5M |
| Pacific Wealth Management | 6.83% | Add +7.3% | 676,479 | $15.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.51% | Add +15.8% | 658,297 | $15.0M |
| Gotham Asset Management | 0.03% | Add +2.1% | 654,307 | $14.9M |
| School Employees Retirement Board of Ohio | 5.34% | Reduce -40.2% | 651,153 | $14.8M |
| Clear Creek Financial Management, LLC | 0.95% | Add +39.0% | 647,842 | $14.8M |
| Kelly Financial Services LLC | 3.15% | Add +9.3% | 646,386 | $14.7M |
| Shepherd Financial Partners LLC | 1.20% | Add +42.4% | 640,815 | $14.6M |
| Private Advisor Group, LLC | 0.07% | Reduce -18.1% | 629,015 | $14.3M |
| Icon Wealth Advisors, LLC | 0.86% | Add +11.5% | 628,739 | $14.3M |
| Perigon Wealth Management, LLC | 0.23% | Add +0.7% | 624,075 | $14.2M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +113.3% | 613,825 | $14.0M |
| IFG Advisory, LLC | 0.49% | New | 611,164 | $13.9M |
| STAR Financial Bank | 5.64% | Add +5.3% | 607,625 | $13.8M |
| Stone House Investment Management, LLC | 1.84% | Add +7.2% | 606,615 | $13.8M |
| Lineweaver Wealth Advisors, LLC | 1.62% | New | 598,663 | $13.6M |
| SCS Capital Management LLC | 0.13% | Add +4.4% | 595,973 | $13.6M |
| Addison Capital Co | 2.20% | Add +2.3% | 590,216 | $13.4M |
| One Wealth Advisors, LLC | 1.47% | Add +6.9% | 583,146 | $13.3M |
| Mma Asset Management LLC | 4.20% | Add +9.7% | 579,075 | $13.2M |
| Mariner, LLC | 0.01% | Reduce -43.1% | 563,429 | $12.8M |
| Bernardo Wealth Planning LLC | 2.17% | Reduce -11.2% | 558,067 | $12.7M |
| Tiaa Trust, National Association | 0.74% | Add +13.0% | 548,054 | $12.5M |
| Wealth Alliance, LLC | 1.02% | Add +39.0% | 536,417 | $12.2M |
| Mutual Advisors, LLC | 0.22% | Reduce -14.9% | 521,849 | $11.9M |
| Bluespring Wealth Management, LLC | 0.23% | New | 519,418 | $11.8M |
| Midwest Capital Advisors, LLC | 4.76% | Add +217.8% | 513,973 | $11.7M |
| Stolz & Associates, PS | 7.12% | Add +7.7% | 500,701 | $11.4M |
| Trek Financial, LLC | 0.55% | Add +4.9% | 489,541 | $11.2M |
| Diversify Advisory Services, LLC | 0.19% | New | 493,694 | $11.1M |
| Diversify Wealth Management, LLC | 0.19% | Add +20.7% | 493,694 | $11.1M |
| Montecito Bank & Trust | 1.64% | Add +1.2% | 482,547 | $11.0M |
| Phoenix Wealth Advisors | 3.64% | Add +7.8% | 473,607 | $10.8M |
| Regal Investment Advisors LLC | 0.56% | Add +14.1% | 471,560 | $10.7M |
| Wetzel Investment Advisors, Inc. | 3.69% | Add +99.2% | 466,531 | $10.6M |
| Cerity Partners OCIO LLC | 0.54% | Reduce -10.7% | 466,476 | $10.6M |
| Seascape Capital Management | 2.52% | Reduce -5.3% | 461,624 | $10.5M |
| a16z Perennial Management, L.P. | 0.85% | Add +322.6% | 459,986 | $10.5M |
| Fairlight Advisors | 8.52% | — | 458,746 | $10.5M |
| Stokes Family Office, LLC | 1.22% | Reduce -2.5% | 457,706 | $10.4M |
| TSA Wealth Managment LLC | 2.85% | Reduce -10.4% | 442,717 | $10.1M |
| Westfuller Advisors, LLC | 3.64% | Add +16.5% | 439,520 | $10.0M |
| Arkadios Wealth Advisors | 0.15% | Reduce -0.5% | 433,748 | $9.9M |
| Capital Analysts, LLC | 0.23% | Add +55.4% | 430,843 | $9.8M |
| Brookstone Capital Management | 0.10% | Add +17.4% | 428,427 | $9.8M |
| FFG Retirement Advisors LLC | 5.11% | Add +167.3% | 423,991 | $9.7M |
| Cardinal Strategic Wealth Guidance | 2.16% | New | 418,426 | $9.5M |
| Jones Financial Companies LLLP | 0.00% | Add +10.5% | 415,136 | $9.5M |
| Itau Unibanco Holding S.A. | 0.19% | Reduce -85.7% | 415,293 | $9.5M |
| National Bank of Canada | 0.01% | Add +4.4% | 413,219 | $9.4M |
| Compagnie Lombard Odier SCmA | 0.10% | Add +0.2% | 410,396 | $9.3M |
| ONE Advisory Partners, LLC | 2.52% | Add +14.5% | 406,771 | $9.3M |
| Prudential PLC | 0.06% | Reduce -22.8% | 403,210 | $9.2M |
| Renaissance Technologies | 0.01% | Add +209.9% | 402,300 | $9.2M |
| Creative Planning | 0.01% | Add +19.2% | 397,744 | $9.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -7.8% | 395,336 | $9.0M |
| Spectrum Strategic Capital Management, LLC | 4.38% | Reduce -3.3% | 388,234 | $8.8M |
| Advisory Services Network, LLC | 0.10% | Add +22.1% | 387,987 | $8.8M |
| Traveka Wealth, LLC | 2.93% | Add +19.1% | 386,951 | $8.8M |
| SWP Financial LLC | 4.01% | Add +6.6% | 380,597 | $8.7M |
| Milestone Asset Management, LLC | 1.33% | New | 371,787 | $8.5M |
| Madson Wealth Advisors Inc | 5.62% | Add +20.1% | 362,918 | $8.3M |
| True North Advisors, LLC | 0.78% | Reduce -1.8% | 359,346 | $8.2M |
| Bartlett & Co. Wealth Management LLC | 0.10% | Reduce -4.6% | 356,861 | $8.1M |
| Peak Wealth Management LLC | 5.70% | Add +11.4% | 356,494 | $8.1M |
| Henderson Brothers Financial Partners, LLC | 3.79% | Reduce -65.1% | 351,555 | $8.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +80.7% | 347,838 | $7.9M |
| Beacon Financial Group | 0.72% | Add +8.8% | 347,722 | $7.9M |
| Shared Vision Wealth Group LLC | 2.72% | Add +0.6% | 346,706 | $7.9M |
| Synergy Investment Management, LLC | 1.89% | Add +196.8% | 343,109 | $7.8M |
| Highline Wealth Partners LLC | 1.60% | Add +17.6% | 343,024 | $7.8M |
| Coign Capital Advisors LLC | 3.49% | Add +2.0% | 340,171 | $7.7M |
| PAX Financial Group, LLC | 1.15% | Add +5.0% | 338,975 | $7.7M |
| Meitav Investment House Ltd. | 0.05% | Add +112.3% | 339,541 | $7.7M |
| Arch Global Advisors, LLC | 3.40% | New | 337,663 | $7.7M |
| World Investment Advisors | 0.13% | Reduce -0.3% | 335,094 | $7.7M |
| Gateway Wealth Partners, LLC | 0.45% | Reduce -40.2% | 329,833 | $7.5M |
| Archer Investment Management, LLC | 2.56% | Add +133.4% | 329,090 | $7.5M |
| Arrowroot Family Office, LLC | 2.14% | Add +7.8% | 327,477 | $7.5M |
| Beacon Bridge Wealth Partners, LLC | 2.12% | Add +144.9% | 326,927 | $7.4M |
| Kestra Private Wealth Services, LLC | 0.08% | Add +14.1% | 319,340 | $7.3M |
| Bay Harbor Wealth Management, LLC | 1.67% | Add +3.7% | 317,486 | $7.2M |
| Centerline Wealth Advisors, LLC | 2.27% | Reduce -2.4% | 317,463 | $7.2M |
| Invst, LLC | 0.70% | Add +14.2% | 316,938 | $7.2M |
| SigFig Wealth Management, LLC | 0.19% | Add +9.7% | 314,903 | $7.2M |
| Keystone Financial Services | 1.85% | Add +7.3% | 316,119 | $7.2M |
| BCGM Wealth Management, LLC | 1.52% | Add +16.9% | 315,310 | $7.2M |
| Rothschild Wealth LLC | 0.57% | Add +63.0% | 314,534 | $7.2M |
| Cerity Partners Retirement Plan Advisors LLC | 2.96% | New | 309,532 | $7.1M |
| Robertson Stephens Wealth Management, LLC | 0.17% | Reduce -0.9% | 308,865 | $7.0M |
| McNaughton Wealth Management, LLC | 2.50% | Add +25.9% | 308,636 | $7.0M |
| Sovran Advisors, LLC | 0.52% | Add +12.0% | 311,887 | $7.0M |
| Alliancebernstein L.P. | 0.00% | Add +3.6% | 301,630 | $6.9M |
| Scotia Capital Inc. | 0.03% | Reduce -0.8% | 302,014 | $6.9M |
| Family Capital Trust Co | 2.24% | Reduce -0.0% | 301,903 | $6.9M |
| Simon Quick Advisors, LLC | 0.28% | Add +1.9% | 299,493 | $6.8M |
| Fifth Third Bancorp | 0.01% | Add +3.4% | 297,456 | $6.8M |
| Financial Management Network Inc. | 0.95% | Reduce -1.2% | 291,999 | $6.6M |
| Cobblestone Asset Management LLC | 2.74% | Add +3.9% | 288,832 | $6.6M |
| Deutsche Bank AG | 0.00% | Reduce -36.3% | 288,498 | $6.6M |
| Alterna Wealth Management, Inc. | 3.76% | Add +123.5% | 287,911 | $6.6M |
| Simplicity Wealth,LLC | 0.22% | Add +19.8% | 287,718 | $6.6M |
| Blue Trust, Inc. | 0.07% | Add +2.9% | 287,257 | $6.5M |
| Legacy Financial Group LLC | 0.73% | Add +15.2% | 285,832 | $6.5M |
| Quadrant Private Wealth Management, LLC | 1.45% | Add +118.5% | 283,562 | $6.5M |
| Cibc World Market Inc. | 0.01% | Add +26.2% | 283,172 | $6.5M |
| Endeavor Private Wealth, Inc. | 1.57% | Add +59.6% | 283,058 | $6.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +218.1% | 280,614 | $6.4M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Add +40.4% | 278,657 | $6.3M |
| Hilltop Holdings Inc. | 0.51% | Reduce -6.8% | 276,895 | $6.3M |
| HighTower Advisors, LLC | 0.01% | Add +28.4% | 276,489 | $6.3M |
| Center For Asset Management LLC | 2.79% | Add +4.5% | 276,384 | $6.3M |
| ShoreHaven Wealth Partners, LLC | 1.95% | Add +145.8% | 271,524 | $6.2M |
| Privium Fund Management (UK) Ltd | 2.56% | Add +156.6% | 269,080 | $6.2M |
| PFG Advisors | 0.31% | Add +350.2% | 268,267 | $6.1M |
| Fairtree Asset Management (Pty) Ltd | 2.31% | Add +26.1% | 264,514 | $6.0M |
| Pinnacle Financial Partners, Inc. | 0.04% | Reduce -12.7% | 263,866 | $6.0M |
| Cornerstone National Bank & Trust Co | 1.98% | Reduce -26.0% | 259,263 | $5.9M |
| Unique Wealth, LLC | 0.68% | Add +26.5% | 257,154 | $5.9M |
| Pinion Investment Advisors, LLC | 1.11% | Add +202.9% | 256,039 | $5.8M |
| Daviman Financial, LLC | 3.14% | Add +33.6% | 249,508 | $5.7M |
| Atlatl Advisers LLC | 1.34% | Add +0.3% | 247,655 | $5.6M |
| Capital Investment Advisory Services, LLC | 0.35% | Add +4.9% | 246,995 | $5.6M |
| Spectrum Planning & Advisory Services Inc. | 2.51% | Add +70.3% | 246,181 | $5.6M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +19.2% | 244,533 | $5.6M |
| JPL Wealth Management, LLC | 1.10% | Add +132.7% | 243,965 | $5.6M |
| Cypress Wealth Services, LLC | 0.68% | Add +7.4% | 243,728 | $5.6M |
| Smartleaf Asset Management LLC | 0.18% | No change | 241,957 | $5.5M |
| KWB Wealth | 0.47% | Add +1245.0% | 242,255 | $5.5M |
| WealthCare Investment Partners, LLC | 1.33% | Add +11.4% | 240,628 | $5.5M |
| Seeds Investor LLC | 0.56% | Reduce -2.1% | 240,454 | $5.5M |
| HSBC Holdings PLC | 0.00% | Add +7.5% | 238,091 | $5.4M |
| Choreo, LLC | 0.06% | Add +9.3% | 236,265 | $5.4M |
| West Wealth Group, LLC | 0.87% | Add +10.1% | 232,206 | $5.3M |
| Storen Legacy Partners, LLC | 1.42% | Add +13.2% | 228,310 | $5.2M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -1.7% | 223,569 | $5.1M |
| Tsfg, LLC | 0.64% | Add +135.3% | 223,459 | $5.1M |
| Drucker Wealth 3.0, LLC | 0.80% | Add +5.8% | 222,675 | $5.1M |
| Detalus Advisors, LLC | 0.99% | Add +28.7% | 222,323 | $5.1M |
| WCG Wealth Advisors LLC | 0.12% | Add +950.4% | 220,236 | $5.0M |
| Liberty Wealth Management LLC | 0.62% | No change | 217,888 | $5.0M |
| Portside Wealth Group, LLC | 0.58% | Add +3.4% | 217,927 | $5.0M |
| Curtis Wealth Management LLC | 4.19% | Add +2.0% | 216,785 | $4.9M |
| Capital Investment Counsel, LLC | 0.61% | Add +0.4% | 215,293 | $4.9M |
| Dynamic Advisor Solutions LLC | 0.14% | Reduce -0.6% | 214,097 | $4.9M |
| Connecticut Capital Management Group, LLC | 3.90% | Add +0.8% | 212,598 | $4.8M |
| Perennial Investment Advisors, LLC | 0.32% | Add +15.8% | 212,348 | $4.8M |
| Twin Peaks Wealth Advisors, LLC | 1.09% | Add +18.5% | 210,327 | $4.8M |
| Cyndeo Wealth Partners, LLC | 0.23% | Reduce -3.7% | 210,310 | $4.8M |
| Plancorp, LLC | 0.12% | New | 212,495 | $4.8M |
| Crabel Capital Management, LLC | 3.49% | New | 209,762 | $4.8M |
| Watershed Private Wealth LLC | 1.34% | Add +10.5% | 208,974 | $4.8M |
| Range Financial Group LLC | 1.28% | Add +45.3% | 205,901 | $4.7M |
| WealthShield Partners, LLC | 0.72% | Add +3.2% | 205,853 | $4.7M |
| Chatterton & Associates Inc. | 2.71% | Add +27.0% | 203,659 | $4.6M |
| Stonekeep Investments, LLC | 2.63% | Add +6.7% | 198,431 | $4.5M |
| Sterling Financial Planning, Inc. | 1.23% | Add +3.1% | 198,231 | $4.5M |
| Redhawk Wealth Advisors, Inc. | 0.44% | New | 197,003 | $4.5M |
| Vertex Planning Partners, LLC | 0.67% | Add +60.2% | 196,731 | $4.5M |
| Founders Financial Alliance, LLC | 0.59% | Add +500.1% | 196,465 | $4.5M |
| Shira Ridge Wealth Management | 1.55% | Add +3.0% | 195,392 | $4.5M |
| McCarter Private Wealth Services LLC | 1.53% | New | 194,766 | $4.4M |
| Ullmann Wealth Partners Group, LLC | 0.40% | Add +6.5% | 194,716 | $4.4M |
| Paragon Capital Management Inc. | 3.31% | Add +1.3% | 194,208 | $4.4M |
| Cornerstone Planning Group LLC | 0.55% | Add +17.1% | 194,584 | $4.4M |
| Mather Group, Llc. | 0.04% | Add +2.4% | 190,404 | $4.3M |
| Wealthfront Advisers LLC | 0.01% | Add +10.6% | 189,877 | $4.3M |
| Olde Wealth Management, LLC | 1.22% | Add +3.5% | 189,217 | $4.3M |
| Private Trust Co. NA | 0.34% | Add +3.5% | 189,012 | $4.3M |
| DSG Capital Advisors, LLC | 0.61% | Reduce -13.2% | 190,416 | $4.3M |
| Keebeck Wealth Management | 0.42% | Add +33.3% | 188,239 | $4.3M |
| Twele Capital Management, Inc. | 0.70% | Add +19.9% | 187,305 | $4.3M |
| Sollinda Capital Management LLC | 0.91% | Add +9.0% | 187,003 | $4.3M |
| GTS Securities LLC | 0.09% | New | 186,457 | $4.2M |
| Bull Oak Capital, LLC | 1.40% | Add +3.7% | 185,121 | $4.2M |
| RFG Advisory, LLC | 0.07% | Reduce -25.3% | 184,746 | $4.2M |
| Swmg, LLC | 0.99% | Reduce -0.9% | 185,862 | $4.2M |
| Sowell Financial Services LLC | 0.14% | Add +2.5% | 183,128 | $4.2M |
| Bedminster, LLC | 3.54% | Add +12.8% | 181,962 | $4.1M |
| Phoenix Financial Ltd. | 0.03% | Reduce -51.6% | 179,012 | $4.1M |
| Integrity Advisory Solutions, LLC | 0.42% | Add +129.4% | 178,608 | $4.1M |
| Mayflower Financial Advisors, LLC | 0.35% | Reduce -2.6% | 177,196 | $4.0M |
| Dakota Wealth Management | 0.08% | Add +22.6% | 174,530 | $4.0M |
| Interactive Financial Advisors, Inc. | 2.41% | Add +0.0% | 173,991 | $4.0M |
| Hoxton Planning & Management, LLC | 1.03% | Reduce -1.8% | 173,599 | $4.0M |
| One Wealth Capital Management, LLC | 1.12% | Add +73.0% | 172,812 | $3.9M |
| VestGen Advisors, LLC | 0.11% | Add +288.6% | 170,838 | $3.9M |
| Element Wealth, LLC | 1.46% | Reduce -0.1% | 170,401 | $3.9M |
| Davis Wealth Advisors, LLC | 2.95% | Add +24.6% | 167,604 | $3.8M |
| Apollon Wealth Management, LLC | 0.05% | Add +6.7% | 166,517 | $3.8M |
| NorthCrest Asset Manangement, LLC | 0.10% | Add +4.7% | 166,898 | $3.8M |
| Novem Group | 0.38% | Add +4.8% | 164,220 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +2.9% | 163,686 | $3.7M |
| Theory Financial LLC | 1.14% | Add +9.9% | 159,136 | $3.6M |
| Dorsey & Whitney Trust CO LLC | 0.18% | Reduce -1.6% | 157,918 | $3.6M |
| Eq LLC | 0.88% | New | 157,131 | $3.6M |
| Roan Capital Partners | 2.93% | Add +3.8% | 154,845 | $3.5M |
| Heritage Wealth Management, Inc. | 1.75% | Add +4.7% | 153,705 | $3.5M |
| Blueline Advisors LLC | 2.42% | Reduce -2.0% | 153,235 | $3.5M |
| Harbour Investments, Inc. | 0.05% | Add +18.1% | 152,970 | $3.5M |
| Security Financial Services, INC. | 0.48% | Add +10.8% | 152,223 | $3.5M |
| Quadrature Capital Ltd | 0.03% | New | 150,084 | $3.4M |
| Catalyst Investment Management LLC | 3.09% | Add +90.9% | 149,442 | $3.4M |
| Flagship Harbor Advisors, LLC | 0.13% | Add +211.0% | 147,433 | $3.4M |
| Maia Wealth LLC | 0.49% | Add +485.5% | 147,053 | $3.3M |
| IFP Advisors, Inc | 0.06% | Add +43.8% | 145,329 | $3.3M |
| Csenge Advisory Group | 0.13% | Reduce -8.6% | 144,084 | $3.3M |
| Cheviot Value Management, LLC | 0.33% | Add +14.2% | 142,817 | $3.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.04% | Reduce -26.3% | 139,532 | $3.2M |
| PKS Advisory Services, LLC | 0.50% | New | 137,574 | $3.1M |
| Shelter Mutual Insurance Co | 0.66% | No change | 136,932 | $3.1M |
| Cassilly Financial Group LLC | 2.25% | Add +192.2% | 136,043 | $3.1M |
| Klaas Financial Asset Advisors, LLC | 0.39% | Reduce -5.1% | 135,928 | $3.1M |
| Armstrong Advisory Group, Inc. | 0.18% | Add +0.1% | 128,111 | $2.9M |
| Advus Financial Partners, LLC | 0.66% | Add +114.2% | 127,446 | $2.9M |
| Calton & Associates, Inc. | 0.42% | Add +5.8% | 126,389 | $2.9M |
| AtlasMark Financial, Inc | 1.41% | Reduce -5.0% | 125,947 | $2.9M |
| Balefire, LLC | 0.46% | Add +269.9% | 124,015 | $2.8M |
| LifePlan Investment Advisors, Inc. | 0.97% | Add +37.2% | 123,180 | $2.8M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +18.3% | 123,134 | $2.8M |
| Resolute Wealth Advisor, Inc. | 1.58% | No change | 121,386 | $2.8M |
| Verus Capital Partners, LLC | 0.15% | Add +36.9% | 121,869 | $2.8M |
| Blueprint Investment Partners LLC | 0.23% | Reduce -25.6% | 118,748 | $2.7M |
| Eldridge Investment Advisors, Inc. | 0.53% | New | 117,200 | $2.7M |
| Uptick Partners, LLC | 0.41% | New | 116,774 | $2.7M |
| Tradition Wealth Management, LLC | 0.16% | Add +5.5% | 116,450 | $2.7M |
| Keystone Financial Group | 0.16% | Add +19.5% | 115,920 | $2.6M |
| Western Financial Corp | 0.77% | Add +6.8% | 115,863 | $2.6M |
| Inspire Advisors, LLC | 0.18% | Add +81.2% | 115,548 | $2.6M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -2.5% | 115,225 | $2.6M |
| Russell Investments Group, Ltd. | 0.00% | Add +6.2% | 114,470 | $2.6M |
| Asempa Wealth Advisors | 1.98% | Add +18.8% | 114,069 | $2.6M |
| Sound Portfolio Advisors, LLC | 1.82% | New | 112,629 | $2.6M |
| Lifelong Wealth Advisors, Inc. | 0.59% | Add +462.3% | 110,733 | $2.5M |
| Focus Financial Network, Inc. | 0.08% | Add +424.4% | 109,124 | $2.5M |
| 5T Wealth, LLC | 0.90% | Reduce -29.1% | 106,638 | $2.4M |
| Advyzon Investment Management, LLC | 0.17% | Add +14.8% | 105,708 | $2.4M |
| IMA Advisory Services, Inc. | 0.15% | New | 105,508 | $2.4M |
| Wesbanco Bank Inc. | 0.06% | Add +4.6% | 105,025 | $2.4M |
| Blueprint Financial Advisors LLC | 0.26% | Reduce -25.3% | 104,194 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +11.9% | 104,014 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | Add +1.1% | 103,932 | $2.4M |
| Town Capital LLC | 1.50% | Add +17.5% | 103,763 | $2.4M |
| Avondale Wealth Management | 0.96% | Add +6.9% | 103,473 | $2.4M |
| Redwood Investment Management, LLC | 0.23% | Add +15.5% | 103,347 | $2.4M |
| Oxinas Partners, LLC | 0.92% | Reduce -0.1% | 102,424 | $2.3M |
| HRT Financial LP | 0.00% | Add +10.9% | 100,836 | $2.3M |
| Blue Edge Capital, LLC | 0.27% | Reduce -3.3% | 99,822 | $2.3M |
| Cadia Private Client LLC | 1.62% | Reduce -4.9% | 99,262 | $2.3M |
| BOS Asset Management, LLC | 0.52% | Add +232.2% | 98,179 | $2.2M |
| Clearstead Advisors, LLC | 0.02% | Reduce -4.6% | 98,015 | $2.2M |
| Founders Financial Securities LLC | 0.11% | Add +8.0% | 97,962 | $2.2M |
| Snowden Capital Advisors LLC | 0.05% | Add +106.9% | 97,667 | $2.2M |
| Horizon Investments, LLC | 0.02% | Reduce -45.9% | 97,870 | $2.2M |
| Tempus Wealth Planning, LLC | 0.43% | Add +102.0% | 96,656 | $2.2M |
| Able Wealth Management LLC | 0.50% | Add +156.0% | 96,138 | $2.2M |
| Parallel Advisors, LLC | 0.03% | Add +22.9% | 95,728 | $2.2M |
| Barnes Wealth Management Group, Inc | 1.00% | Add +0.7% | 95,275 | $2.2M |
| DMC Group, LLC | 1.49% | Reduce -1.6% | 95,193 | $2.2M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -9.7% | 95,034 | $2.2M |
| Odyssey Capital Advisors, Inc. | 1.55% | Add +16.8% | 94,697 | $2.2M |
| Altiora Financial Group, LLC | 0.34% | Reduce -11.5% | 94,459 | $2.2M |
| Centurion Wealth Management LLC | 0.51% | Add +14.9% | 93,685 | $2.1M |
| Lansing Street Advisors | 0.45% | Reduce -19.3% | 92,150 | $2.1M |
| Bull Harbor Capital LLC | 0.41% | Add +26.9% | 92,088 | $2.1M |
| Triad Wealth Partners, LLC | 0.12% | Reduce -95.2% | 93,204 | $2.1M |
| BIP Wealth, LLC | 0.06% | Add +28.2% | 91,687 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.3% | 91,667 | $2.1M |
| Regency Capital Management Inc.\DE | 0.81% | Reduce -1.9% | 89,500 | $2.0M |
| Independent Financial Group, LLC | 0.04% | Add +21.4% | 89,006 | $2.0M |
| McKinley Carter Wealth Services, Inc. | 0.10% | Reduce -82.1% | 87,497 | $2.0M |
| Jordan Park Trust Co LLC | 1.39% | Add +5.4% | 87,331 | $2.0M |
| Polaris Investment Advisors, LLC | 1.27% | Add +91.5% | 86,799 | $2.0M |
| J.M. Arbour, LLC | 1.69% | Add +9.6% | 86,076 | $2.0M |
| BNP Paribas | 0.05% | Add +15.7% | 85,929 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +46.9% | 85,456 | $1.9M |
| Wealth Enhancement Trust Services, Inc. | 0.22% | Add +6.2% | 85,236 | $1.9M |
| MA Private Wealth | 0.29% | Reduce -0.3% | 84,855 | $1.9M |
| BCU Wealth Advisors, LLC | 0.64% | Add +6.0% | 84,671 | $1.9M |
| Gen-Wealth Partners Inc | 0.53% | Add +7.4% | 83,815 | $1.9M |
| Tyche Wealth Partners LLC | 0.27% | Add +29.3% | 83,089 | $1.9M |
| JFS Wealth Advisors, LLC | 0.09% | Add +10.1% | 81,840 | $1.9M |
| WealthPLAN Partners, LLC | 0.35% | Add +3.4% | 81,231 | $1.9M |
| First Heartland Consultants, Inc. | 0.12% | Add +1.6% | 81,018 | $1.8M |
| Ascent Wealth Partners, LLC | 0.18% | Add +2.4% | 80,528 | $1.8M |
| Portfolio Resources Advisor Group, Inc. | 1.55% | Add +2.9% | 80,461 | $1.8M |
| National Wealth Management Group, LLC | 0.56% | Reduce -5.6% | 80,097 | $1.8M |
| May Hill Capital, LLC | 0.38% | Add +34.4% | 79,957 | $1.8M |
| Compton Financial Group, LLC | 0.35% | New | 79,684 | $1.8M |
| Arete Wealth Advisors, LLC | 0.12% | Add +3.0% | 78,677 | $1.8M |
| Keel Point, LLC | 0.11% | Add +6.2% | 78,171 | $1.8M |
| LongView Wealth Management | 0.45% | Add +24.1% | 77,794 | $1.8M |
| Golden State Wealth Management, LLC | 0.16% | Add +332.1% | 77,618 | $1.8M |
| One Capital Management, LLC | 0.05% | No change | 76,335 | $1.7M |
| One Day In July LLC | 0.12% | Reduce -19.2% | 76,372 | $1.7M |
| Centaurus Financial, Inc. | 0.07% | New | 74,758 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +34.2% | 74,360 | $1.7M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Reduce -52.2% | 74,034 | $1.7M |
| Prospera Financial Services Inc | 0.02% | Add +6.9% | 74,006 | $1.7M |
| Edgestream Partners, L.P. | 0.05% | New | 73,819 | $1.7M |
| Brookwood Investment Group LLC | 0.19% | Reduce -12.2% | 73,705 | $1.7M |
| CFO4Life Group, LLC | 0.23% | Add +213.8% | 73,689 | $1.7M |
| Collier Financial | 1.15% | Add +5.8% | 73,609 | $1.7M |
| Integrated Advisors Network LLC | 0.08% | Add +107.4% | 73,415 | $1.7M |
| Wilshire Advisors LLC | 16.05% | New | 72,841 | $1.7M |
| Nwam LLC | 0.08% | Add +1.1% | 72,644 | $1.7M |
| PFG Investments, LLC | 0.06% | Add +40.8% | 72,559 | $1.7M |
| Cosner Financial Group, LLC | 0.85% | No change | 72,312 | $1.6M |
| Two West Capital Advisors LLC | 0.81% | Add +39.2% | 72,530 | $1.6M |
| Unify Financial Advisors | 1.51% | Add +169.4% | 71,786 | $1.6M |
| 4WEALTH Advisors, Inc. | 1.23% | Reduce -2.8% | 70,299 | $1.6M |
| TD Waterhouse Canada Inc. | 0.00% | Add +82.4% | 70,234 | $1.6M |
| Argent Trust Co | 0.05% | Add +60.3% | 70,247 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.33% | Reduce -1.6% | 69,998 | $1.6M |
| Money Concepts Capital Corp. | 0.07% | Add +14.4% | 69,849 | $1.6M |
| Spire Wealth Management | 0.05% | Add +3.3% | 69,164 | $1.6M |
| Western Wealth Management, LLC | 0.05% | Add +28.0% | 68,549 | $1.6M |
| Burke & Herbert Bank & Trust Co. | 0.38% | New | 67,673 | $1.5M |
| Fairvoy Private Wealth, LLC | 0.31% | Add +19.3% | 67,277 | $1.5M |
| Ade, LLC | 0.65% | Add +10.5% | 67,105 | $1.5M |
| HighPoint Advisor Group LLC | 0.05% | Add +0.8% | 66,517 | $1.5M |
| WealthPoint Financial, LLC | 1.10% | Add +10.1% | 66,416 | $1.5M |
| Tme Financial, Inc. | 0.93% | Add +8.2% | 65,800 | $1.5M |
| Summit Wealth Group, LLC | 0.31% | Reduce -1.1% | 65,784 | $1.5M |
| Signal Advisors Wealth, LLC | 0.08% | Add +5.9% | 64,961 | $1.5M |
| Capital Investment Management, Inc. | 0.45% | Add +14.8% | 64,905 | $1.5M |
| Marks Group Wealth Management, Inc | 0.13% | Reduce -2.0% | 63,551 | $1.4M |
| Verdence Capital Advisors LLC | 0.08% | Add +3.1% | 63,261 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.1% | 63,247 | $1.4M |
| ESL Trust Services, LLC | 0.24% | Add +6.8% | 62,991 | $1.4M |
| Farmers National Bank | 0.30% | Add +8.0% | 62,706 | $1.4M |
| Hopwood Nicholas Hunter | 0.39% | New | 62,062 | $1.4M |
| MAI Capital Management | 0.01% | Add +0.1% | 62,018 | $1.4M |
| M1 Capital Management LLC | 0.52% | New | 61,849 | $1.4M |
| Roble, Belko & Company, Inc | 0.15% | Reduce -6.0% | 61,454 | $1.4M |
| Kingsview Wealth Management, LLC | 0.02% | Add +23.6% | 61,341 | $1.4M |
| Savvy Advisors, Inc. | 0.03% | Add +97.8% | 61,211 | $1.4M |
| CoreCap Advisors, LLC | 0.04% | Add +5.1% | 60,379 | $1.4M |
| Willis Johnson & Associates, Inc. | 0.08% | Add +6.0% | 59,601 | $1.4M |
| Nicolet Bankshares Inc. | 0.04% | Add +321.0% | 59,663 | $1.4M |
| Advisor OS, LLC | 0.09% | Reduce -24.9% | 59,315 | $1.4M |
| XY Planning Network, Inc. | 0.17% | Add +63.0% | 58,933 | $1.3M |
| Creative Financial Designs Inc. | 0.06% | Add +83.7% | 58,597 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 58,182 | $1.3M |
| Cary Street Partners Investment Advisory LLC | 0.26% | Add +74.3% | 57,398 | $1.3M |
| RDA Financial Network | 0.28% | Add +16.5% | 56,672 | $1.3M |
| Maripau Wealth Management LLC | 0.46% | Add +6.5% | 56,230 | $1.3M |
| Empirical Asset Management, LLC | 0.29% | Add +41.2% | 56,188 | $1.3M |
| Beacon Capital Management, LLC | 0.19% | New | 55,509 | $1.3M |
| Stonehaven Wealth & Tax Solutions, LLC | 1.00% | Add +2.1% | 55,079 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +43.3% | 55,012 | $1.3M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -1.9% | 52,011 | $1.2M |
| B.O.S.S. Retirement Advisors, LLC | 0.32% | Add +6.6% | 52,011 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -9.8% | 51,920 | $1.2M |
| TFB Advisors LLC | 0.51% | Add +12.1% | 50,945 | $1.2M |
| Franklin Resources Inc. | 0.00% | Reduce -15.6% | 50,802 | $1.2M |
| Apeiron RIA LLC | 0.30% | Add +95.8% | 50,640 | $1.2M |
| Idaho Trust Co | 0.33% | Reduce -23.7% | 50,017 | $1.1M |
| Ausdal Financial Partners, Inc. | 0.04% | Reduce -40.4% | 49,802 | $1.1M |
| Yukon Wealth Management, Inc. | 0.32% | Reduce -33.2% | 49,755 | $1.1M |
| Parkway Wealth Management Group, LLC | 0.13% | Add +10.1% | 49,730 | $1.1M |
| BNP Paribas Financial Markets | 0.00% | Add +3.3% | 49,289 | $1.1M |
| Clarendon Private LLC | 0.72% | Add +0.6% | 48,877 | $1.1M |
| Absolute Capital Management, LLC | 0.28% | Add +5.0% | 48,690 | $1.1M |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.7% | 48,594 | $1.1M |
| Waystone Advisors LLC | 0.82% | Add +13.8% | 48,457 | $1.1M |
| Composition Wealth, LLC | 0.01% | Reduce -61.6% | 47,709 | $1.1M |
| Meeder Advisory Services, Inc. | 0.04% | Add +1.7% | 47,551 | $1.1M |
| Gladstone Institutional Advisory LLC | 0.03% | Add +6.9% | 47,418 | $1.1M |
| Retirement Wealth Solutions LLC | 0.59% | Add +18.1% | 47,299 | $1.1M |
| AdvisorNet Financial, Inc | 0.05% | Reduce -42.8% | 47,200 | $1.1M |
| Strategy Asset Managers LLC | 0.16% | Add +197.4% | 47,008 | $1.1M |
| Stonehearth Capital Management, LLC | 0.36% | Add +11.6% | 46,789 | $1.1M |
| Cornerstone Advisors Asset Management, LLC | 0.14% | Add +0.9% | 46,711 | $1.1M |
| Pines Wealth Management, LLC | 0.30% | Add +18.4% | 46,163 | $1.1M |
| Transamerica Financial Advisors, LLC | 0.09% | Add +52.6% | 45,917 | $1.0M |
| Bank of Marin | 0.73% | Reduce -27.3% | 45,891 | $1.0M |
| SBI Okasan Asset Management Co.Ltd. | 0.03% | Add +30.4% | 45,639 | $1.0M |
| Invested Advisors | 0.92% | Add +33.5% | 45,688 | $1.0M |
| Stratos Wealth Advisors, LLC | 0.06% | Add +51.3% | 44,955 | $1.0M |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -51.5% | 44,497 | $1.0M |
| Corient Private Wealth LP | 0.00% | Reduce -5.8% | 44,415 | $1.0M |
| BTG Pactual Asset Management US LLC | 0.08% | Add +1.9% | 44,003 | $1.0M |
| Ninety One SA (Pty) Ltd | 0.05% | New | 43,412 | $991K |
| Bestgate Wealth Advisors, LLC | 1.58% | Reduce -1.1% | 43,482 | $991K |
| Certior Financial Group, LLC | 0.54% | No change | 43,465 | $990K |
| Oakworth Capital, Inc. | 0.05% | Add +0.5% | 43,677 | $989K |
| Betterment LLC | 0.00% | Add +30.5% | 43,373 | $988K |
| Saxony Capital Management, LLC | 0.44% | New | 42,495 | $968K |
| Firethorn Wealth Partners, LLC | 0.31% | Reduce -10.6% | 42,483 | $968K |
| Wallace Advisory Group, LLC | 0.90% | Add +167.3% | 42,200 | $961K |
| D.A. Davidson & Co. | 0.01% | Add +4.7% | 41,958 | $956K |
| Florida Trust Wealth Management Co | 0.02% | Add +170.3% | 41,866 | $954K |
| GatePass Capital, LLC | 0.37% | Add +37.2% | 41,841 | $953K |
| Clifford Group, LLC | 0.66% | Reduce -2.6% | 41,592 | $947K |
| GeoWealth Management, LLC | 0.03% | Add +34.2% | 41,224 | $939K |
| KKM Financial LLC | 0.13% | Add +6.0% | 40,253 | $917K |
| Cape Investment Advisory, Inc. | 0.24% | Add +3.2% | 40,232 | $916K |
| Anderson Hoagland & Co. | 0.07% | Reduce -38.4% | 40,081 | $913K |
| Sutton Place Investors LLC | 0.44% | Add +12.5% | 39,833 | $907K |
| Paragon Private Wealth Management, LLC | 0.23% | Reduce -2.9% | 39,519 | $900K |
| EFG International AG | 0.02% | Add +19.6% | 39,292 | $895K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 39,142 | $892K |
| Tennessee Valley Asset Management Partners | 0.10% | Add +2.0% | 38,902 | $886K |
| Wedbush Securities Inc. | 0.02% | Reduce -14.4% | 38,726 | $882K |
| Bank of Montreal | 0.00% | Reduce -31.0% | 38,649 | $880K |
| Pacific Financial Group Inc. | 0.42% | Add +4.7% | 38,496 | $877K |
| MSH Capital Advisors LLC | 0.15% | Add +18.6% | 38,210 | $870K |
| UMB Bank, n.a. | 0.01% | Reduce -8.7% | 38,116 | $868K |
| Bessemer Group Inc. | 0.00% | Reduce -69.4% | 38,064 | $867K |
| FLP Wealth Management, LLC | 1.53% | Add +27.7% | 37,791 | $861K |
| IHT Wealth Management, LLC | 0.02% | Add +1.4% | 37,443 | $853K |
| DAVENPORT & Co LLC | 0.00% | Add +8.9% | 37,388 | $852K |
| Stelac Advisory Services LLC | 0.16% | No change | 37,199 | $847K |
| Wealthgarden F.S. LLC | 0.48% | Add +49.3% | 37,125 | $846K |
| Beacon Financial Advisory LLC | 0.17% | Add +21.5% | 36,803 | $838K |
| 1ST Source Bank | 0.04% | New | 36,526 | $832K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.3% | 36,481 | $831K |
| Hobbs Wealth Management, LLC | 0.69% | Add +13.6% | 36,101 | $822K |
| Panoramic Investment Advisors, LLC | 0.39% | New | 35,759 | $815K |
| Main Street Financial Solutions, LLC | 0.05% | Add +63.5% | 35,396 | $806K |
| J.E. Simmons & Co., P.C. | 0.45% | Add +4.6% | 35,337 | $805K |
| Aspire Private Capital, LLC | 0.17% | Add +1.4% | 35,044 | $798K |
| Invera Wealth Advisors, LLC | 0.43% | No change | 35,006 | $797K |
| Client 1ST Advisory Group, LLC | 0.21% | Reduce -0.3% | 34,730 | $791K |
| Cherrydale Wealth Management, LLC | 0.21% | Reduce -3.6% | 34,722 | $791K |
| CENTRAL TRUST Co | 0.01% | Reduce -0.4% | 34,381 | $783K |
| M Holdings Securities, Inc. | 0.11% | Add +20.1% | 34,167 | $780K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -34.9% | 33,811 | $770K |
| Vision Retirement, LLC | 0.19% | Add +20.4% | 33,627 | $766K |
| Continuum Advisory, LLC | 0.06% | Add +21.4% | 33,587 | $765K |
| World Equity Group, Inc. | 0.17% | Add +17.5% | 33,388 | $761K |
| Waverly Advisors, LLC | 0.00% | Add +9.8% | 33,001 | $752K |
| Sovereign Financial Group, Inc. | 0.11% | Add +51.9% | 32,552 | $742K |
| Resurgent Financial Advisors LLC | 0.21% | Add +7.3% | 32,478 | $740K |
| Moors & Cabot, Inc. | 0.03% | Add +6.8% | 32,231 | $734K |
| WealthTrak Capital Management LLC | 0.48% | Add +6.7% | 32,119 | $732K |
| Arlington Trust Co LLC | 0.06% | Reduce -1.4% | 31,361 | $714K |
| Magnolia Private Wealth, LLC | 0.39% | New | 31,266 | $712K |
| Financial Partners Group, Inc | 0.07% | Add +1.8% | 31,241 | $712K |
| Elevation Wealth Management LLC | 0.53% | Add +10.0% | 31,191 | $711K |
| Alteri Wealth LLC | 0.20% | Add +1.1% | 31,188 | $710K |
| VestGen Investment Management | 0.38% | Add +5.9% | 31,137 | $709K |
| Sigma Planning Corp | 0.02% | Add +71.2% | 31,113 | $709K |
| HB Wealth Management, LLC | 0.00% | Add +2.8% | 31,097 | $708K |
| Fiscal Wisdom Wealth Management, LLC | 0.59% | Add +12.8% | 30,416 | $693K |
| Merkkuri Wealth Advisors LLC | 0.43% | Reduce -18.2% | 30,230 | $689K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.9% | 30,214 | $688K |
| Integrated Wealth Management | 0.72% | Add +13.1% | 30,101 | $686K |
| Greenleaf Trust | 0.01% | Reduce -20.6% | 30,087 | $685K |
| Noble Wealth Partners LLC | 0.59% | — | 29,945 | $682K |
| Norden Group LLC | 0.06% | Add +4.4% | 29,791 | $679K |
| Scarborough Advisors, LLC | 0.08% | Reduce -91.0% | 29,463 | $669K |
| Quotient Wealth Partners, LLC | 0.02% | Add +12.1% | 28,950 | $659K |
| GLR Partners, LLC | 0.30% | Reduce -1.3% | 27,840 | $634K |
| AQR Capital Management | 0.00% | Add +19.9% | 27,747 | $632K |
| Cullen/Frost Bankers, Inc. | 0.01% | Add +49.6% | 27,410 | $624K |
| Downshift Financial, LLC | 0.28% | Reduce -2.2% | 27,389 | $624K |
| Joel Adams & Associates, Inc. | 0.40% | Add +114.1% | 27,224 | $620K |
| Wise Wealth Partners | 1.05% | Reduce -2.6% | 27,215 | $620K |
| Silverlake Wealth Management LLC | 0.12% | Add +12.7% | 27,189 | $619K |
| Kestra Investment Management, LLC | 0.01% | New | 27,114 | $618K |
| Intelligence Driven Advisers, LLC | 0.10% | Add +6.4% | 27,110 | $618K |
| Blue Capital, Inc. | 0.39% | New | 26,853 | $612K |
| Marble Wealth, LLC | 0.09% | Reduce -10.8% | 26,796 | $610K |
| Braun-Bostich & Associates Inc. | 0.34% | New | 26,605 | $606K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -11.5% | 26,599 | $606K |
| Obsidian Cio, LLC | 0.45% | Reduce -4.4% | 26,549 | $605K |
| Net Worth Advisory Group | 0.15% | Reduce -76.2% | 26,127 | $595K |
| Thrive Capital Management, LLC | 0.11% | Add +2.0% | 26,009 | $592K |
| Breakwater Investment Management | 0.20% | Add +868.0% | 25,932 | $591K |
| Bryn Mawr Trust Advisors, LLC | 0.03% | Reduce -5.4% | 25,898 | $590K |
| Darden Wealth Group Inc | 0.23% | Reduce -0.1% | 25,804 | $588K |
| Cadinha & Co. LLC | 0.09% | No change | 25,713 | $586K |
| FWG Investments, LLC. | 0.31% | Add +24.9% | 25,709 | $586K |
| Summit Financial, LLC | 0.01% | New | 24,982 | $569K |
| StoneX Group Inc. | 0.02% | New | 24,925 | $568K |
| Avid Wealth Partners LLC | 0.27% | New | 24,621 | $561K |
| Precision Wealth Strategies, LLC | 0.17% | Reduce -15.7% | 24,584 | $560K |
| Foster & Motley Inc. | 0.03% | Reduce -2.8% | 24,468 | $557K |
| Citizens Financial Group Inc. | 0.01% | Reduce -47.1% | 24,357 | $555K |
| True Blue Financial, LLC | 0.23% | New | 24,218 | $552K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -17.3% | 24,314 | $547K |
| Hara Capital LLC | 0.29% | Reduce -28.0% | 23,972 | $546K |
| Independent Advisor Alliance | 0.01% | Reduce -92.7% | 23,925 | $545K |
| Garden State Investment Advisory Services LLC | 0.11% | Add +0.8% | 23,922 | $545K |
| BAM Wealth Management, LLC | 0.34% | Add +157.5% | 23,694 | $540K |
| Waterloo Capital, L.P. | 0.03% | Reduce -10.0% | 23,243 | $529K |
| Zenith Solutions, Inc. | 0.48% | — | 23,216 | $529K |
| Warner Group LLC | 0.13% | New | 23,028 | $525K |
| Van Hulzen Asset Management, LLC | 0.04% | Reduce -1.2% | 22,947 | $523K |
| Patten Group, Inc. | 0.08% | Reduce -7.8% | 22,839 | $520K |
| Kovack Advisors, Inc. | 0.02% | Reduce -22.0% | 22,844 | $519K |
| Financial Network Wealth Advisors LLC | 0.52% | Add +14.7% | 22,684 | $517K |
| Legacy Wealth Partners, LLC | 0.12% | Add +11.0% | 22,583 | $514K |
| Clear Harbor Asset Management, LLC | 0.03% | Reduce -6.7% | 22,527 | $513K |
| Vermillion & White Wealth Management Group, LLC | 0.25% | Reduce -2.0% | 22,057 | $502K |
| DecisionMap Wealth Management, LLC | 0.28% | Reduce -10.5% | 22,026 | $502K |
| Doliver Advisors, LP | 0.11% | New | 22,014 | $501K |
| Total Clarity Wealth Management, Inc. | 0.10% | Add +5.7% | 21,976 | $501K |
| Midwest Trust Co | 0.01% | Reduce -43.2% | 21,828 | $497K |
| Kingswood Wealth Advisors, LLC | 0.02% | Reduce -20.8% | 21,353 | $486K |
| Roundview Capital LLC | 0.03% | Reduce -5.0% | 21,341 | $486K |
| Alliance Wealth Advisors, LLC | 0.09% | Reduce -27.4% | 21,324 | $486K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 21,290 | $485K |
| TrustWell Financial Advisors, LLC | 0.41% | Add +6.7% | 21,264 | $484K |
| Marshall Financial Group, LLC | 0.07% | Reduce -9.3% | 21,222 | $483K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -6.7% | 21,144 | $482K |
| Members Trust Co | 0.01% | Reduce -4.2% | 20,991 | $478K |
| Petra Financial Advisors Inc. | 0.22% | Add +0.9% | 20,960 | $477K |
| Moneco Advisors, LLC | 0.03% | Add +0.2% | 20,862 | $475K |
| BridgePort Financial Solutions, LLC | 0.12% | Add +49.1% | 20,813 | $474K |
| Third View Private Wealth, LLC | 0.06% | Reduce -6.3% | 20,775 | $473K |
| Pinnacle Family Advisors, LLC | 0.20% | Add +8.0% | 20,661 | $471K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +17.4% | 20,553 | $468K |
| HFG Wealth Management, LLC | 0.47% | Reduce -4.1% | 20,482 | $467K |
| Prosperity Consulting Group, LLC | 0.02% | Reduce -7.6% | 20,465 | $466K |
| Kickstand Ventures, Llc. | 0.08% | Reduce -66.8% | 20,423 | $465K |
| Petix & Botte Co | 0.09% | New | 20,321 | $463K |
| Pacific Excel Wealth Advisors, Inc. | 0.18% | Reduce -60.6% | 20,282 | $462K |
| Heritage Family Offices, LLP | 0.18% | Add +27.4% | 20,282 | $462K |
| Sculati Wealth Management, LLC | 0.15% | Add +15.4% | 20,206 | $457K |
| Axxcess Wealth Management, LLC | 0.01% | New | 19,978 | $455K |
| Brasada Capital Management, LP | 0.08% | Reduce -22.6% | 19,947 | $454K |
| Destiny Wealth Partners, LLC | 0.06% | Reduce -1.9% | 19,910 | $447K |
| Cooper Financial Group | 0.04% | Add +9.0% | 19,616 | $447K |
| Blalock Williams, LLC | 0.29% | Add +13.5% | 19,609 | $447K |
| Accurate Wealth Management, LLC | 0.04% | Reduce -4.9% | 19,588 | $442K |
| Latitude Advisors, LLC | 0.18% | Add +49.8% | 19,370 | $441K |
| Steelhead Wealth Management LLC | 0.18% | Add +87.5% | 19,328 | $440K |
| Falcon Wealth Planning | 0.03% | Reduce -11.9% | 19,252 | $439K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +5.4% | 19,130 | $436K |
| W Advisors, LLC | 0.20% | Add +25.7% | 18,944 | $432K |
| Elevated Financial Group LLC | 0.12% | Add +6.0% | 18,826 | $429K |
| Investment Advisory Group, LLC | 0.09% | New | 18,533 | $422K |
| Intrua Financial, LLC | 0.04% | Add +13.3% | 18,397 | $419K |
| Hohimer Wealth Management, LLC | 0.04% | New | 18,192 | $414K |
| Magnolia Capital Advisors LLC | 0.07% | Reduce -2.1% | 18,157 | $414K |
| Roof Eidam Maycock Peralta, LLC | 0.08% | No change | 18,070 | $412K |
| Rinkey Investments | 0.10% | No change | 18,057 | $411K |
| Three Bridge Wealth Advisors, LLC | 0.10% | Add +7.7% | 18,034 | $411K |
| Qube Research & Technologies Ltd | 0.00% | New | 18,024 | $411K |
| Fulcrum Equity Management | 0.33% | Add +12.5% | 17,994 | $410K |
| Frisch Financial Group, Inc. | 0.07% | New | 17,785 | $405K |
| Raleigh Capital Management Inc. | 0.13% | Add +47.8% | 17,723 | $404K |
| City State Bank | 0.09% | Add +12.8% | 17,691 | $403K |
| Oregon Pacific Wealth Management, LLC | 0.37% | Add +12.4% | 17,259 | $393K |
| Rhumbline Advisers | 0.00% | No change | 16,974 | $387K |
| Stewardship Advisors, LLC | 0.08% | Reduce -69.0% | 16,878 | $384K |
| Venture Visionary Partners LLC | 0.01% | New | 16,818 | $383K |
| GK Wealth Management LLC | 0.23% | New | 16,814 | $383K |
| Avantra Family Wealth, Inc. | 0.24% | New | 16,574 | $378K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | Add +3.8% | 16,460 | $375K |
| Compound Planning, Inc. | 0.01% | Add +4.0% | 16,193 | $369K |
| Triumph Capital Management | 0.07% | Add +1.8% | 16,181 | $369K |
| Legacy Edge Advisors, LLC | 0.03% | Add +2.8% | 16,043 | $365K |
| Ares Financial Consulting, LLC | 0.26% | Add +21.4% | 15,722 | $358K |
| Vantage Point Financial LLC | 0.11% | Reduce -54.5% | 15,687 | $357K |
| KM Capital Management Ltd. | 0.17% | Reduce -4.5% | 15,618 | $356K |
| Lido Advisors, LLC | 0.00% | Reduce -16.2% | 15,617 | $356K |
| Cahill Financial Advisors Inc. | 0.03% | No change | 15,592 | $355K |
| Fisher Asset Management | 0.00% | Add +60.0% | 15,551 | $354K |
| Lloyd Advisory Services, LLC. | 0.14% | Add +31.5% | 15,325 | $349K |
| Collaborative Wealth Managment Inc. | 0.15% | Add +34.2% | 15,256 | $348K |
| GWN Securities Inc. | 0.06% | New | 15,137 | $345K |
| SageView Advisory Group, LLC | 0.01% | Add +0.0% | 15,062 | $343K |
| Indivisible Partners | 0.02% | Add +12.3% | 14,993 | $342K |
| Elevated Capital Advisors, LLC | 0.09% | Reduce -65.3% | 14,893 | $339K |
| International Assets Investment Management, LLC | 0.02% | Add +1.3% | 14,913 | $338K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.00% | New | 14,791 | $337K |
| Hutchens & Kramer Investment Management Group, LLC | 0.09% | Add +6.9% | 14,649 | $334K |
| Paladin Advisory Group, LLC | 0.22% | No change | 14,646 | $334K |
| OMNI 360 Wealth, Inc. | 0.15% | Add +12.9% | 14,560 | $332K |
| CAP Partners, LLC | 0.16% | Add +22.6% | 14,442 | $329K |
| Gilliland Jeter Wealth Management LLC | 0.09% | Add +23.8% | 14,437 | $329K |
| Victory Financial Group, LLC | 0.03% | Reduce -4.8% | 14,406 | $328K |
| Dagco, Inc. | 0.06% | Reduce -42.4% | 14,365 | $327K |
| Berger Financial Group, Inc | 0.02% | Add +40.9% | 14,298 | $326K |
| Fourth Dimension Wealth, LLC | 0.10% | Add +7.3% | 14,260 | $325K |
| Forthright Family Wealth Advisory LLC | 0.18% | New | 14,241 | $324K |
| Stirlingshire Investments, Inc. | 0.24% | Add +10.3% | 14,127 | $322K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -1.8% | 14,122 | $322K |
| LVW Advisors, LLC | 0.03% | New | 14,106 | $321K |
| Adventist Health System Sunbelt Healthcare Corp. | 0.01% | Reduce -0.1% | 13,957 | $318K |
| Delta Asset Management LLC | 0.03% | Reduce -14.0% | 13,834 | $315K |
| Johnson Financial Group, LLC | 0.02% | No change | 13,829 | $315K |
| Stephens Inc. | 0.00% | No change | 13,678 | $312K |
| LiftPoint Family Wealth Advisors LLC | 0.21% | Add +11.1% | 13,534 | $308K |
| Lantern Wealth Advisors, LLC | 0.14% | Add +32.7% | 13,502 | $308K |
| Prudent Investors Network, Inc. | 0.06% | No change | 13,431 | $306K |
| Seneca Financial Advisors LLC | 0.08% | Reduce -20.3% | 13,382 | $305K |
| Kingdom Financial Group LLC. | 0.08% | Add +14.8% | 13,377 | $305K |
| Novus Advisors, LLC | 0.63% | Add +20.3% | 13,331 | $304K |
| Lockerman Financial Group, Inc. | 0.46% | Add +23.1% | 13,316 | $303K |
| GDS Wealth Management | 0.01% | Add +3.9% | 13,274 | $302K |
| PUREfi Wealth, LLC | 0.17% | Add +1.8% | 13,242 | $302K |
| Meyer Handelman Co. | 0.01% | No change | 13,131 | $299K |
| Baker Tilly Wealth Management, LLC | 0.06% | Reduce -4.6% | 12,975 | $296K |
| Leading Edge Financial Planning LLC | 0.05% | New | 12,841 | $293K |
| Quartz Partners, LLC | 0.10% | Add +1.2% | 12,836 | $292K |
| Summit Wealth Group LLC / Co. | 0.02% | New | 12,829 | $292K |
| Midwest Financial Network, LLC | 0.20% | New | 12,799 | $292K |
| Pine Valley Investments Ltd Liability Co | 0.01% | Reduce -5.5% | 12,792 | $291K |
| Fiduciary Financial Group, LLC | 0.03% | New | 12,739 | $290K |
| Blair William & Co. | 0.00% | Reduce -27.8% | 12,693 | $289K |
| CV Advisors LLC | 0.05% | New | 12,584 | $286K |
| Ballast Rock Private Wealth LLC | 0.13% | Reduce -8.0% | 12,456 | $284K |
| Bfsg, LLC | 0.03% | Add +9.7% | 12,406 | $283K |
| Sand Hill Global Advisors, LLC | 0.01% | Reduce -2.6% | 12,335 | $281K |
| Aberdeen Group plc | 0.00% | Reduce -4.8% | 12,316 | $281K |
| Richardson Financial Services Inc. | 0.16% | Add +52.9% | 12,306 | $280K |
| Gables Capital Management Inc. | 0.10% | No change | 12,300 | $280K |
| Sterling Investment Counsel, LLC | 0.07% | Reduce -3.6% | 12,182 | $278K |
| IRON Financial LLC | 0.11% | Reduce -8.7% | 12,100 | $276K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -12.9% | 12,078 | $275K |
| Astoria Portfolio Advisors LLC. | 0.05% | New | 12,031 | $274K |
| Rothschild Investment LLC | 0.01% | Add +0.5% | 11,983 | $273K |
| PSI Advisors, LLC | 0.06% | Add +15.5% | 11,921 | $272K |
| Americana Partners, LLC | 0.01% | Reduce -25.6% | 11,869 | $270K |
| 4J Wealth Management LLC | 0.13% | Reduce -16.3% | 11,815 | $269K |
| Merited Wealth, LLC | 0.19% | Reduce -39.3% | 11,740 | $267K |
| Key Capital Management, INC | 0.14% | Add +93.0% | 11,614 | $265K |
| Seldon Capital LP | 0.08% | No change | 11,600 | $264K |
| TRUE Private Wealth Advisors | 0.02% | New | 11,586 | $264K |
| Stonebridge Financial Group, LLC | 0.04% | — | 11,490 | $261K |
| Rossby Financial, LCC | 0.05% | Reduce -15.2% | 11,453 | $261K |
| Benjamin Edwards Inc. | 0.00% | Add +9.8% | 11,452 | $261K |
| Leslie Global Wealth, LLC | 0.10% | New | 11,401 | $260K |
| Stableford Capital II LLC | 0.09% | Reduce -88.0% | 11,204 | $255K |
| Tidemark, LLC | 0.06% | Reduce -16.9% | 11,163 | $254K |
| TrueWealth Advisors, LLC | 0.06% | Add +10.0% | 11,018 | $251K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -51.4% | 10,894 | $248K |
| Hickory Point Bank & Trust | 0.15% | No change | 10,877 | $248K |
| Syntegra Private Wealth Group, LLC | 0.02% | Add +0.4% | 10,736 | $245K |
| Prasad Wealth Partners, LLC | 0.06% | Reduce -2.3% | 10,706 | $244K |
| Axis Wealth Partners, LLC | 0.12% | Add +0.3% | 10,680 | $243K |
| Northbridge Financial Group, LLC | 0.09% | Reduce -27.6% | 10,495 | $239K |
| GC Wealth Management RIA, LLC | 0.01% | Add +11.2% | 10,452 | $238K |
| American Trust | 0.02% | Reduce -3.5% | 10,407 | $237K |
| KFG Wealth Management, LLC | 0.03% | Reduce -0.7% | 10,345 | $236K |
| GAMMA Investing LLC | 0.01% | Add +107.0% | 10,336 | $235K |
| Bellwether Advisors, LLC | 0.03% | Reduce -2.5% | 10,246 | $233K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -10.7% | 10,186 | $232K |
| Eagle Rock Investment Company, LLC | 0.03% | No change | 10,175 | $232K |
| Keybank National Association | 0.00% | Add +5.9% | 10,160 | $231K |
| Rialto Wealth Management, LLC | 0.05% | Add +562.7% | 10,113 | $230K |
| ASL Financial, LLC | 0.16% | Add +0.5% | 10,032 | $229K |
| Flatrock Wealth Partners LLC | 0.09% | Add +0.2% | 10,025 | $228K |
| Spinnaker Investment Group, LLC | 0.04% | New | 9,982 | $227K |
| NewEdge Wealth, LLC | 0.00% | Add +9.5% | 9,962 | $227K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 9,905 | $226K |
| Modera Wealth Management, LLC | 0.00% | Add +5.3% | 9,724 | $222K |
| Mosley Wealth Management | 0.07% | Reduce -67.2% | 9,708 | $221K |
| Alvarez & Marsal Private Wealth Partners, LLC | 0.03% | New | 9,665 | $220K |
| Northland Securities, Inc. | 0.13% | New | 9,600 | $219K |
| Columbia River Financial Group, LLC | 0.12% | No change | 9,557 | $217K |
| Accredited Investor Services, LLC | 0.12% | No change | 9,509 | $217K |
| Sanchez Gaunt Capital Management, LLC | 0.12% | New | 9,500 | $216K |
| Alta Wealth Advisors LLC | 0.06% | New | 9,443 | $215K |
| Apella Capital, LLC | 0.00% | New | 9,472 | $214K |
| LFG Wealth Partners, LLC | 0.10% | New | 9,364 | $213K |
| Journey Retirement Planning & Investment Management LLC | 0.17% | Reduce -0.2% | 9,300 | $212K |
| Capital Advisor Network LLC | 0.26% | Add +11.5% | 9,266 | $211K |
| Costello Asset Management, INC | 0.06% | Add +0.9% | 9,169 | $209K |
| Insigneo Advisory Services, LLC | 0.01% | Reduce -1.1% | 9,136 | $208K |
| Colonial Trust Co / SC | 0.03% | Reduce -11.7% | 9,097 | $207K |
| Lanark Financial, Inc. | 0.01% | Add +8.0% | 9,053 | $206K |
| Embree Financial Group | 0.02% | New | 8,966 | $204K |
| Proffitt & Goodson Inc. | 0.03% | Add +2.0% | 8,933 | $203K |
| Baker Avenue Asset Management, LP | 0.00% | Reduce -1.5% | 8,885 | $202K |
| South Plains Financial, Inc. | 0.10% | No change | 8,500 | $194K |
| Imprint Wealth LLC | 0.73% | Add +7.1% | 7,941 | $181K |
| Albion Financial Group | 0.01% | Add +8.4% | 7,590 | $173K |
| LifeSteps Financial, Inc. | 0.08% | New | 7,581 | $173K |
| Independence Bank of Kentucky | 0.02% | Reduce -4.8% | 7,324 | $167K |
| New Republic Capital, LLC | 0.04% | Add +8.1% | 6,909 | $157K |
| First Pacific Financial | 0.02% | Reduce -28.9% | 6,872 | $157K |
| Signature Resources Capital Management, LLC | 0.06% | No change | 6,454 | $147K |
| NBT Bank, N.A. | 0.01% | Reduce -60.8% | 6,349 | $145K |
| Buck Wealth Strategies, LLC | 0.01% | New | 6,160 | $140K |
| Adirondack Trust Co. | 0.04% | Reduce -3.1% | 5,647 | $129K |
| Signature Equity Partners, LLC | 0.05% | Add +57.1% | 5,246 | $119K |
| Fiduciary Financial Advisors | 0.01% | New | 4,977 | $113K |
| Pflug Koory, LLC | 0.05% | No change | 4,953 | $113K |
| Vanguard National Trust Co | 0.01% | Reduce -11.9% | 4,881 | $111K |
| Whittier Trust Co. | 0.00% | Add +679.7% | 4,530 | $103K |
| Realta Investment Advisors | 0.03% | Add +147566.7% | 4,430 | $101K |
| Bogart Wealth, LLC | 0.00% | No change | 4,355 | $99K |
| Beaird Harris Wealth Management, LLC | 0.01% | New | 4,320 | $98K |
| Caldwell Trust Co | 0.01% | No change | 4,229 | $96K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 4,106 | $94K |
| Wellington-Altus USA Inc. | 0.07% | No change | 4,000 | $92K |
| Evolution Wealth Management Inc. | 0.05% | Add +1.3% | 3,994 | $91K |
| Islay Capital Management, LLC | 0.04% | New | 3,916 | $89K |
| Truvestments Capital LLC | 0.01% | Reduce -29.6% | 3,862 | $88K |
| Quest 10 Wealth Builders, Inc. | 0.07% | Add +5.3% | 3,831 | $87K |
| Brown, Lisle/Cummings, Inc. | 0.02% | Add +8.6% | 3,532 | $80K |
| AlphaCore Capital LLC | 0.00% | Add +31.1% | 3,495 | $80K |
| SIMA Wealth Partners, LLC | 0.06% | Reduce -17.7% | 3,435 | $78K |
| Towne Trust Company, N.A | 0.02% | Add +205.6% | 3,417 | $78K |
| Trust Co. of Vermont | 0.00% | — | 3,399 | $77K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,327 | $76K |
| Ascentis Independent Advisors | 0.20% | Reduce -98.7% | 3,275 | $75K |
| Financial Consulate, Inc. | 0.01% | No change | 3,270 | $74K |
| FAS Wealth Partners, Inc. | 0.00% | Add +0.9% | 2,918 | $66K |
| First PREMIER Bank | 0.01% | No change | 2,885 | $66K |
| Cherry Tree Wealth Management, LLC | 0.01% | Add +27.0% | 2,893 | $66K |
| Medallion Wealth Advisors, LLC | 0.02% | Reduce -22.8% | 2,327 | $61K |
| Piscataqua Savings Bank | 0.04% | No change | 2,607 | $59K |
| Kilter Group LLC | 0.02% | Add +11.9% | 2,448 | $56K |
| YANKCOM Partnership | 0.02% | New | 2,403 | $55K |
| McGuire Capital Advisors Inc. | 0.03% | Reduce -2.2% | 2,338 | $53K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 2,264 | $52K |
| Bravera Wealth | 0.02% | No change | 2,151 | $49K |
| Crewe Advisors LLC | 0.00% | Add +87.6% | 2,101 | $48K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -17.6% | 2,099 | $48K |
| Avion Wealth | 0.01% | No change | 2,047 | $46K |
| Hilton Head Capital Partners, LLC | 0.02% | Reduce -51.5% | 1,998 | $46K |
| Canton Hathaway, LLC | 0.01% | Add +95.0% | 1,950 | $44K |
| Decker Retirement Planning Inc. | 0.01% | No change | 1,881 | $43K |
| Birchwood Financial Partners, Inc. | 0.03% | No change | 1,827 | $42K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.1% | 1,777 | $40K |
| Guardian Partners Inc. | 0.00% | New | 1,770 | $40K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,694 | $39K |
| WealthCollab, LLC | 0.01% | No change | 1,678 | $38K |
| Dunhill Financial, LLC | 0.01% | Reduce -47.1% | 1,671 | $38K |
| Ancora Advisors LLC | 0.00% | Add +0.6% | 1,602 | $36K |
| Owl Creek Wealth Partners LLC | 0.01% | New | 1,573 | $36K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -21.3% | 1,534 | $35K |
| Silver Grove Financial Group, Inc. | 0.02% | Add +762.6% | 1,501 | $34K |
| Vanguard Advisers Inc. | 0.00% | Reduce -10.3% | 1,499 | $34K |
| United Financial Planning Group LLC | 0.02% | Add +1.0% | 1,478 | $34K |
| Park Place Capital Corp | 0.01% | Reduce -3.6% | 1,455 | $33K |
| Strive Financial Group ,LLC | 0.01% | New | 1,403 | $32K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,250 | $28K |
| Hantz Financial Services, Inc. | 0.00% | Add +19.8% | 1,196 | $27K |
| Ameriflex Group, Inc. | 0.01% | Reduce -4.2% | 1,162 | $26K |
| S&T Bank | 0.01% | No change | 1,081 | $25K |
| Montag A & Associates Inc. | 0.00% | No change | 1,031 | $23K |
| Millstone Evans Group, LLC | 0.01% | No change | 1,014 | $23K |
| NFSG Corp | 0.00% | No change | 1,000 | $23K |
| Investors Research Corp | 0.00% | No change | 996 | $23K |
| Montgomery Financial Services LLC | 0.02% | — | 976 | $22K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 965 | $22K |
| Register Financial Advisors LLC | 0.01% | No change | 932 | $21K |
| Aventura Private Wealth, LLC | 0.01% | No change | 924 | $21K |
| Your Advocates Ltd., LLP | 0.01% | No change | 873 | $20K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 801 | $18K |
| BankPlus Trust Department | 0.00% | No change | 785 | $18K |
| Evermay Wealth Management LLC | 0.00% | New | 772 | $18K |
| Allied Private Wealth LLC | 0.01% | — | 773 | $17K |
| REAP Financial Group, LLC | 0.00% | No change | 744 | $17K |
| Signaturefd, LLC | 0.00% | Reduce -23.9% | 727 | $17K |
| Barrett & Company, Inc. | 0.00% | No change | 692 | $16K |
| Networth Advisors, LLC | 0.01% | Add +56.8% | 643 | $15K |
| First Bancorp, Inc | 0.01% | New | 638 | $15K |
| Larson Financial Group LLC | 0.00% | Reduce -59.3% | 623 | $14K |
| Peoples Financial Services Corp. | 0.01% | No change | 619 | $14K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 590 | $13K |
| Prudent Man Investment Management, Inc. | 0.00% | No change | 575 | $13K |
| SHP Wealth Management | 0.00% | Add +178.7% | 577 | $13K |
| Cordant, Inc. | 0.00% | New | 556 | $13K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +0.9% | 539 | $12K |
| MTM Investment Management, LLC | 0.00% | Add +1.0% | 527 | $12K |
| Syntax Research, Inc. | 0.01% | Reduce -97.8% | 496 | $11K |
| Nova Wealth Management, Inc. | 0.01% | No change | 478 | $11K |
| Compass Financial Management LLC | 0.00% | — | 451 | $10K |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 0.01% | No change | 447 | $10K |
| West Branch Capital LLC | 0.00% | No change | 447 | $10K |
| Bayban | 0.01% | No change | 434 | $10K |
| Kroeger Financial Partners | 0.01% | — | 420 | $10K |
| Godfrey Financial Associates, Inc. | 0.01% | Add +39.6% | 395 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 332 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 331 | $8K |
| Fairscale Capital, LLC | 0.00% | No change | 330 | $8K |
| Pittenger & Anderson Inc. | 0.00% | New | 325 | $7K |
| Nemes Rush Group LLC | 0.00% | No change | 308 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 300 | $7K |
| Vima LLC | 0.01% | — | 282 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -63.3% | 261 | $6K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | No change | 254 | $6K |
| Anchor Investment Management, LLC | 0.00% | No change | 252 | $6K |
| Advocate Investing Services LLC | 0.00% | Add +19.1% | 249 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -91.0% | 249 | $6K |
| WestEnd Advisors, LLC | 0.00% | Add +0.8% | 242 | $6K |
| Gilpin Wealth Management, LLC | 0.00% | Add +13.4% | 228 | $5K |
| Rossmore Private Capital | 0.00% | No change | 222 | $5K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +0.5% | 222 | $5K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 212 | $5K |
| Tounjian Advisory Partners, LLC | 0.00% | Reduce -99.8% | 202 | $5K |
| Heritage Wealth Advisors | 0.00% | Add +1.1% | 185 | $4K |
| Archer Investment Corp | 0.00% | Add +23.0% | 182 | $4K |
| SouthState Bank Corp | 0.00% | Reduce -91.1% | 171 | $4K |
| Phillips Financial Management, LLC | 0.00% | Add +222.6% | 171 | $4K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 170 | $4K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 169 | $4K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 166 | $4K |
| MPWM Advisory Solutions, LLC | 0.00% | Add +0.6% | 161 | $4K |
| Tompkins Financial Corp. | 0.00% | Add +151.6% | 156 | $4K |
| Financial Gravity Companies, Inc. | 0.00% | — | 154 | $4K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 147 | $3K |
| Motco | 0.00% | Reduce -36.6% | 147 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 113 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 128 | $3K |
| LRI Investments, LLC | 0.00% | No change | 122 | $3K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 113 | $3K |
| Howe & Rusling Inc. | 0.00% | No change | 101 | $2K |
| Hollencrest Capital Management | 0.00% | No change | 100 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 96 | $2K |
| Davis Capital Management | 0.00% | Reduce -55.3% | 93 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 92 | $2K |
| Kozak & Associates, Inc. | 0.00% | No change | 79 | $2K |
| Cornerstone Financial Management LLC | 0.00% | Reduce -54.5% | 71 | $2K |
| 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% | — | 54 | $1K |
| Community Financial Services Group, LLC | 0.00% | New | 44 | $997 |
| Fortis Group Advisors, LLC | 0.00% | No change | 39 | $888 |
| Asset Dedication, LLC | 0.00% | Reduce -38.3% | 37 | $843 |
| RMG Wealth Management LLC | 0.00% | New | 27 | $606 |
| Oakmont Advisory Group, LLC | 0.00% | New | 26 | $590 |
| Aspect Partners, LLC | 0.00% | New | 21 | $478 |
| Alerus Financial NA | 0.00% | No change | 21 | $478 |
| Integrity Financial Corp | 0.00% | No change | 11 | $251 |
| Sunrise Financial Services, LLC | 0.00% | Reduce -99.6% | 11 | $251 |
| Meramec Financial Planners, LLC | 0.00% | New | 11 | $248 |
| Delos Wealth Advisors, LLC | 0.00% | New | 6 | $137 |
| Concord Wealth Partners | 0.00% | New | 4 | $91 |
"% 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.