Schwab Short-Term US TreasSCHOETF
13F holders, Q2 2025 (June 30)657holders +15
57new positions
50sold out
3famous investors
$24.38avg. 13F price*
At the end of Q2 2025, 657 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, up 15 from Q1 2025. 57 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($2.7B), Ameriprise Financial Inc. ($570.8M) and JPMorgan Chase & Co. ($493.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab Short-Term US Treas
- CUSIP
- 808524862
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $72.4M |
| Exits | 50 | $78.0M |
All 13F filers, Q1 2025 → Q2 2025: 22,893,831 shares bought and 12,830,199 shares sold, net +10,063,632 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 657 holders
| Bank of America Corp. | 0.21% | Add +0.8% | 109,087,556 | $2.7B |
| Ameriprise Financial Inc. | 0.14% | Add +5.7% | 23,077,707 | $570.8M |
| JPMorgan Chase & Co. | 0.03% | Reduce -5.6% | 20,251,104 | $493.7M |
| Sei Investments Co. | 0.48% | Add +3.0% | 17,026,193 | $415.1M |
| Envestnet Asset Management Inc. | 0.06% | Add +5.3% | 8,046,412 | $196.2M |
| Stifel Financial Corp. | 0.14% | Reduce -0.1% | 6,111,570 | $149.0M |
| LPL Financial LLC | 0.03% | Add +24.4% | 4,291,727 | $104.6M |
| PNC Financial Services Group, Inc. | 0.06% | Add +40.7% | 3,819,204 | $93.1M |
| Wealthfront Advisers LLC | 0.23% | Reduce -8.5% | 3,584,777 | $87.4M |
| Morgan Stanley | 0.01% | Add +7.4% | 3,268,155 | $79.7M |
| Cerity Partners LLC | 0.14% | Add +5194.3% | 3,267,650 | $79.7M |
| Moisand Fitzgerald Tamayo, LLC | 10.01% | Add +55.5% | 3,245,196 | $79.1M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $75.6M |
| Clearwater Capital Advisors, LLC | 5.48% | Reduce -0.1% | 2,461,950 | $60.0M |
| Renaissance Technologies | 0.08% | Reduce -44.5% | 2,432,329 | $59.3M |
| MCF Advisors LLC | 3.91% | Reduce -14.9% | 2,425,664 | $59.1M |
| Bangor Savings Bank | 4.63% | Add +17.6% | 2,125,226 | $51.8M |
| Wells Fargo & Company | 0.01% | Reduce -1.3% | 1,941,018 | $47.3M |
| Stephens Group Asset Management, LLC | 3.29% | Add +380.9% | 1,876,668 | $45.8M |
| Mercer Global Advisors Inc. | 0.10% | Reduce -2.9% | 1,866,879 | $45.5M |
| LVW Advisors, LLC | 5.01% | Reduce -4.5% | 1,834,600 | $44.7M |
| Fiduciary Financial Group, LLC | 7.78% | Add +9.7% | 1,772,706 | $43.0M |
| TruNorth Capital Management, LLC | 9.43% | Add +5.8% | 1,739,672 | $42.4M |
| Morningstar Investment Management LLC | 3.60% | Reduce -14.6% | 1,681,738 | $41.0M |
| DAVENPORT & Co LLC | 0.20% | Add +3.8% | 1,507,911 | $36.8M |
| FLC Capital Advisors | 7.33% | Add +19.2% | 1,454,813 | $35.5M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +4.0% | 1,451,447 | $35.2M |
| Brandywine Oak Private Wealth LLC | 3.15% | Add +1.6% | 1,396,128 | $34.0M |
| SCS Capital Management LLC | 0.36% | Add +1.4% | 1,331,753 | $32.5M |
| High Probability Advisors, LLC | 4.62% | Add +1.5% | 1,266,810 | $30.9M |
| Midwest Trust Co | 0.41% | — | 1,202,205 | $29.3M |
| Leavell Investment Management, Inc. | 1.29% | Add +3.4% | 1,177,227 | $28.7M |
| Passive Capital Management, LLC. | 8.44% | Reduce -5.5% | 1,116,812 | $27.1M |
| Merit Financial Group, LLC | 0.30% | Add +21.3% | 1,092,969 | $26.6M |
| MAI Capital Management | 0.18% | Add +3.7% | 1,075,981 | $26.2M |
| Stratos Wealth Advisors, LLC | 1.38% | Reduce -0.4% | 1,068,265 | $26.0M |
| United Capital Management of KS, Inc. | 4.04% | Reduce -35.8% | 1,056,570 | $25.8M |
| Cetera Investment Advisers | 0.04% | Reduce -4.7% | 1,045,800 | $25.5M |
| Holcombe Financial, Inc. | 18.61% | Add +4.5% | 1,013,527 | $24.7M |
| Charles Schwab Trust Co | 1.71% | Add +13.8% | 932,766 | $22.7M |
| Williams Financial, LLC | 24.76% | Add +16.5% | 931,641 | $22.7M |
| UBS Group AG | 0.00% | Add +10.2% | 920,985 | $22.5M |
| Altiora Financial Group, LLC | 4.37% | Reduce -1.8% | 917,059 | $22.4M |
| Assetmark, Inc. | 0.05% | Add +36.2% | 888,728 | $21.7M |
| Avior Wealth Management, LLC | 0.73% | Add +2.8% | 863,939 | $21.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.9% | 830,923 | $20.3M |
| MassMutual Private Wealth & Trust, FSB | 0.54% | Reduce -0.8% | 824,418 | $20.1M |
| Galvin, Gaustad & Stein, LLC | 1.67% | Add +20.2% | 786,562 | $19.2M |
| Fund Evaluation Group, LLC | 0.73% | No change | 772,924 | $18.8M |
| AdvisorNet Financial, Inc | 1.21% | Add +1.3% | 766,599 | $18.7M |
| Truist Financial Corp. | 0.03% | Add +1.2% | 749,505 | $18.3M |
| Journey Advisory Group, LLC | 1.40% | Add +5.7% | 738,743 | $18.0M |
| Courage Miller Partners, LLC | 5.61% | Reduce -4.1% | 726,303 | $17.7M |
| Novem Group | 2.08% | Add +6.5% | 671,643 | $16.4M |
| Inspire Investing, LLC | 1.74% | Reduce -29.7% | 655,590 | $16.0M |
| JPL Wealth Management, LLC | 4.27% | Add +12.2% | 648,752 | $15.8M |
| Access Financial Services, Inc. | 5.84% | Add +2668.2% | 633,783 | $15.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -7.9% | 615,689 | $15.0M |
| Main Street Group, LTD | 5.43% | Add +20.8% | 615,112 | $15.0M |
| MBM Wealth Consultants, LLC | 4.00% | Add +6.9% | 612,274 | $14.9M |
| Resonant Capital Advisors, LLC | 0.92% | Reduce -5.3% | 590,469 | $14.4M |
| Robinswood Financial LLC | 5.06% | Reduce -2.3% | 586,081 | $14.3M |
| Bank of New York Mellon Corp | 0.00% | Add +214.0% | 585,777 | $14.3M |
| Pure Financial Advisors, LLC | 0.25% | Add +1.3% | 577,136 | $14.1M |
| Marotta Asset Management | 2.80% | Add +99.5% | 573,096 | $14.0M |
| World Investment Advisors | 0.32% | Add +2.0% | 572,558 | $14.0M |
| Ballast Advisors LLC | 4.10% | Add +5.7% | 570,173 | $13.9M |
| National Bank of Canada | 0.01% | Add +212.2% | 569,603 | $13.9M |
| AlphaStar Capital Management, LLC | 0.97% | New | 567,621 | $13.8M |
| Avidian Wealth Enterprises, LLC | 0.56% | Add +3.5% | 563,358 | $13.7M |
| Alesco Advisors, LLC, An ESL Co | 0.39% | Add +52.6% | 561,392 | $13.7M |
| Waverly Advisors, LLC | 0.15% | Add +1.7% | 560,748 | $13.7M |
| Cloud Capital Management, LLC | 8.39% | Reduce -3.9% | 553,342 | $13.5M |
| Towneley Capital Management, Inc / DE | 2.99% | Reduce -34.3% | 535,171 | $13.0M |
| Northeast Financial Group, Inc. | 3.98% | Add +5.6% | 515,223 | $12.6M |
| BWM Planning, LLC | 4.19% | Add +43.8% | 499,090 | $12.2M |
| Royal Bank of Canada | 0.00% | Reduce -2.4% | 490,641 | $12.0M |
| Diversify Wealth Management, LLC | 0.73% | Add +5.5% | 486,704 | $11.8M |
| Debussy Capital Management LP | 1.75% | Reduce -9.5% | 478,649 | $11.7M |
| Black Diamond Financial, LLC | 1.78% | Reduce -5.9% | 471,055 | $11.5M |
| Meridian Wealth Partners, LLC | 1.66% | Add +5.1% | 470,193 | $11.5M |
| Pure Portfolios Holdings LLC | 3.73% | Add +35.3% | 451,998 | $11.0M |
| Westover Capital Advisors, LLC | 2.19% | Reduce -0.9% | 449,523 | $11.0M |
| RMR Wealth Builders | 0.99% | Add +31.9% | 445,132 | $10.9M |
| BNP Paribas Financial Markets | 0.01% | Add +17.2% | 444,031 | $10.8M |
| Prairiewood Capital, LLC | 3.94% | Add +11.0% | 435,102 | $10.6M |
| Creative Planning | 0.01% | Reduce -2.1% | 434,959 | $10.6M |
| WT Wealth Management | 3.09% | Reduce -6.4% | 427,965 | $10.4M |
| Brown Wealth Management, LLC | 3.20% | Reduce -21.1% | 422,850 | $10.3M |
| Diligent Investors, LLC | 2.37% | Add +4424.2% | 410,300 | $10.0M |
| Mutual Advisors, LLC | 0.25% | Add +6.5% | 409,092 | $9.9M |
| US Bancorp \de | 0.01% | Add +23.9% | 401,506 | $9.8M |
| Act Two Investors LLC | 1.97% | Add +9.8% | 394,909 | $9.6M |
| First National Trust Co | 0.36% | Add +0.1% | 394,510 | $9.6M |
| Peterson Wealth Advisors, LLC | 1.54% | Reduce -1.0% | 382,422 | $9.3M |
| HighTower Advisors, LLC | 0.01% | Add +11.9% | 375,574 | $9.2M |
| ZynergyRetirementPlanningLLC | 6.13% | Reduce -2.2% | 375,085 | $9.1M |
| Mgo One Seven LLC | 0.29% | Reduce -0.0% | 366,612 | $8.9M |
| Sims Investment Management, LLC | 3.57% | Reduce -6.2% | 363,671 | $8.9M |
| Fifth Third Securities, Inc. | 0.66% | Add +10.9% | 361,391 | $8.8M |
| Roundview Capital LLC | 0.59% | Reduce -1.7% | 360,332 | $8.8M |
| SMI Advisory Services, LLC | 1.68% | Add +2.4% | 358,022 | $8.7M |
| Apella Capital, LLC | 0.23% | Reduce -21.1% | 356,834 | $8.7M |
| Milestone Investment Advisors LLC | 2.16% | Add +37.9% | 339,194 | $8.3M |
| BlackRock, Inc. | 0.00% | Reduce -21.1% | 324,223 | $7.9M |
| Eaton Financial Holdings Company, LLC | 2.42% | New | 322,290 | $7.9M |
| Phil A. Younker & Associates, Ltd. | 7.61% | Reduce -12.4% | 316,551 | $7.7M |
| Greenline Partners, LLC | 1.03% | Add +681.9% | 313,081 | $7.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.0% | 309,306 | $7.5M |
| Abacus Planning Group, Inc. | 1.11% | Reduce -0.6% | 307,296 | $7.5M |
| MML Investors Services, LLC | 0.02% | Add +114.5% | 299,919 | $7.3M |
| Grove Street Fiduciary, LLC | 3.50% | Reduce -2.0% | 297,664 | $7.3M |
| Harbour Investments, Inc. | 0.18% | Reduce -10.7% | 285,123 | $7.0M |
| Jane Street Group, LLC | 0.01% | New | 284,093 | $6.9M |
| Mariner, LLC | 0.01% | Reduce -27.6% | 283,670 | $6.9M |
| Red Tortoise LLC | 3.23% | Add +18.3% | 271,101 | $6.6M |
| Savant Capital, LLC | 0.05% | Reduce -12.5% | 270,772 | $6.6M |
| Momentum Wealth Planning, LLC | 5.70% | — | 269,821 | $6.6M |
| Evensky & Katz LLC | 0.40% | Reduce -9.3% | 267,868 | $6.5M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -0.3% | 267,594 | $6.5M |
| Asset Planning Corporation | 3.45% | Add +11.8% | 265,854 | $6.5M |
| StoneX Group Inc. | 0.31% | Add +3.4% | 263,530 | $6.4M |
| WNY Asset Management, LLC | 0.70% | Add +11.2% | 262,300 | $6.4M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -7.7% | 259,544 | $6.3M |
| Dean Investment Associates, LLC | 0.92% | Reduce -8.5% | 256,236 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.19% | Reduce -16.0% | 253,610 | $6.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +5.0% | 252,635 | $6.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.6% | 251,472 | $6.1M |
| VestGen Advisors, LLC | 0.24% | New | 250,018 | $6.1M |
| Associated Banc-Corp | 0.17% | Add +2.2% | 247,536 | $6.0M |
| Rosenberg Matthew Hamilton | 1.38% | Reduce -21.1% | 242,658 | $5.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +171.4% | 240,549 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.9% | 239,137 | $5.8M |
| Focus Financial Network, Inc. | 0.23% | Add +23.8% | 237,734 | $5.8M |
| C M Bidwell & Associates Ltd. | 2.85% | Add +70.7% | 225,218 | $5.5M |
| Commerce Bank | 0.03% | Add +30.5% | 222,293 | $5.4M |
| Maltin Wealth Management, Inc. | 2.41% | Add +8.8% | 219,383 | $5.3M |
| HB Wealth Management, LLC | 0.04% | New | 218,518 | $5.3M |
| Mission Wealth Management, LP | 0.11% | New | 211,762 | $5.2M |
| Captrust Financial Advisors | 0.01% | Reduce -8.9% | 211,359 | $5.2M |
| Islay Capital Management, LLC | 3.23% | Reduce -16.9% | 204,292 | $5.0M |
| Successful Portfolios LLC | 3.02% | Reduce -2.0% | 201,423 | $4.9M |
| Independent Solutions Wealth Management, LLC | 0.96% | Add +7.7% | 200,953 | $4.9M |
| Principal Securities, Inc. | 0.09% | Add +181.2% | 199,266 | $4.9M |
| Sand Hill Global Advisors, LLC | 0.18% | New | 195,739 | $4.8M |
| Meritage Portfolio Management | 0.29% | Reduce -0.2% | 191,117 | $4.7M |
| Valpey Financial Services, LLC | 3.19% | — | 188,959 | $4.6M |
| Plan A Wealth LLC | 2.58% | Add +209.9% | 186,741 | $4.6M |
| Farrow Financial, Inc. | 2.69% | Add +2.1% | 181,750 | $4.4M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.60% | Reduce -8.3% | 182,246 | $4.4M |
| Bigelow Investment Advisors, LLC | 1.95% | Add +45.0% | 181,271 | $4.4M |
| Dakota Wealth Management | 0.09% | Reduce -42.6% | 181,041 | $4.4M |
| Harrington Investments, INC | 2.34% | Reduce -0.9% | 181,010 | $4.4M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -2.1% | 172,514 | $4.2M |
| Hutchinson Capital Management | 0.76% | Reduce -1.0% | 171,722 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +75.5% | 167,264 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +88.7% | 166,119 | $4.0M |
| GW Henssler & Associates Ltd. | 0.21% | Add +3.5% | 165,009 | $4.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Reduce -3.7% | 161,559 | $3.9M |
| Christensen, King & Associates Investment Services, Inc. | 1.77% | Reduce -0.7% | 158,117 | $3.9M |
| Gilbert Capital Group, Inc. | 3.06% | — | 151,494 | $3.7M |
| Roberts Financial Services LLC | 1.26% | Reduce -22.9% | 150,212 | $3.7M |
| SIMA Wealth Partners, LLC | 2.94% | Add +11.4% | 149,374 | $3.6M |
| Cornerstone Wealth Advisors, Inc. | 0.94% | Add +2.9% | 149,315 | $3.6M |
| DBK Financial Counsel, LLC | 3.21% | Add +6.7% | 145,472 | $3.5M |
| Brookstone Capital Management | 0.05% | Reduce -0.5% | 142,549 | $3.5M |
| Sheets Smith Wealth Management | 0.40% | Reduce -5.0% | 138,878 | $3.4M |
| Focus Partners Wealth | 0.01% | Reduce -2.1% | 137,286 | $3.3M |
| Pflug Koory, LLC | 1.68% | Add +55.5% | 135,579 | $3.3M |
| Robinson Smith Wealth Advisors LLC | 2.64% | Reduce -5.5% | 135,572 | $3.3M |
| Cheviot Value Management, LLC | 0.38% | Add +4.7% | 135,302 | $3.3M |
| Inspire Advisors, LLC | 0.34% | Add +75.5% | 133,561 | $3.3M |
| American Investment Services, Inc. | 0.83% | Add +7.1% | 132,934 | $3.2M |
| Berkshire Asset Management LLC | 0.14% | Add +2.5% | 130,852 | $3.2M |
| Aventus Investment Advisors, Inc. | 2.86% | — | 130,446 | $3.2M |
| Seneca Financial Advisors LLC | 1.21% | Reduce -39.5% | 128,301 | $3.1M |
| Bulwark Capital Corp | 2.60% | — | 126,438 | $3.1M |
| Breakwater Investment Management | 1.19% | Reduce -4.9% | 125,866 | $3.1M |
| Quadrature Capital Ltd | 0.05% | Add +727.0% | 124,146 | $3.0M |
| ETF Store, Inc. | 3.50% | Reduce -5.2% | 123,874 | $3.0M |
| WBH Advisory Inc. | 0.26% | Reduce -2.7% | 123,571 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -15.1% | 122,343 | $3.0M |
| Lowery Thomas, LLC | 1.91% | Reduce -2.2% | 122,232 | $3.0M |
| Allworth Financial LP | 0.01% | Add +0.8% | 121,737 | $3.0M |
| North Forty Two & Co. | 3.14% | Reduce -3.8% | 121,061 | $3.0M |
| Journey Beyond Wealth, LLC | 2.45% | Reduce -19.6% | 118,993 | $2.9M |
| Tortoise Investment Management, LLC | 0.28% | Reduce -9.5% | 118,960 | $2.9M |
| Lifeworks Advisors, LLC | 0.42% | Add +1.5% | 116,832 | $2.8M |
| Beckerman Institutional, LLC | 1.87% | Add +18.9% | 115,746 | $2.8M |
| Diversify Advisory Services, LLC | 0.11% | New | 115,078 | $2.8M |
| Ameritas Advisory Services, LLC | 0.15% | Add +715.0% | 114,673 | $2.8M |
| Valley Financial Group, Inc. | 1.66% | Add +12.9% | 112,076 | $2.7M |
| Verdence Capital Advisors LLC | 0.19% | Add +25.1% | 111,518 | $2.7M |
| Elite Financial, Inc. | 1.31% | Add +188.0% | 109,528 | $2.7M |
| Benjamin Edwards Inc. | 0.03% | Add +14.5% | 106,542 | $2.6M |
| Innovative Wealth Building LLC | 2.15% | Reduce -8.7% | 106,189 | $2.6M |
| SigFig Wealth Management, LLC | 0.09% | Add +1.8% | 105,686 | $2.6M |
| Rialto Wealth Management, LLC | 0.72% | Reduce -3.9% | 105,220 | $2.6M |
| Pasadena Private Wealth, LLC | 0.44% | Reduce -39.5% | 104,493 | $2.5M |
| Ahl Investment Management, Inc. | 1.69% | Reduce -7.6% | 103,881 | $2.5M |
| Great Lakes Retirement, Inc. | 0.30% | Add +10.9% | 102,660 | $2.5M |
| Rede Wealth, LLC | 0.90% | Add +4.2% | 102,393 | $2.5M |
| Lantern Wealth Advisors, LLC | 1.48% | — | 102,296 | $2.5M |
| Johnson Financial Group, LLC | 0.24% | Reduce -1.1% | 102,076 | $2.5M |
| Asset Allocation Strategies LLC | 0.55% | Add +5.3% | 102,042 | $2.5M |
| GTS Securities LLC | 0.11% | Add +243.7% | 101,562 | $2.5M |
| IFP Advisors, Inc | 0.07% | Add +269.9% | 101,309 | $2.5M |
| Herold Advisors, Inc. | 0.52% | Add +3.3% | 101,034 | $2.5M |
| Citadel Advisors | 0.00% | Add +107.5% | 100,472 | $2.4M |
| GLOBALT Investments LLC / GA | 0.09% | Reduce -10.3% | 100,283 | $2.4M |
| Cobblestone Capital Advisors LLC | 0.12% | Add +0.4% | 99,475 | $2.4M |
| Vise Technologies, Inc. | 0.10% | — | 99,091 | $2.4M |
| Csenge Advisory Group | 0.13% | Reduce -0.6% | 98,846 | $2.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.1% | 98,137 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Add +337.8% | 97,572 | $2.4M |
| Lodestar Private Asset Management LLC | 0.27% | Add +1.6% | 96,367 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -1.4% | 96,110 | $2.3M |
| Pinkerton Wealth, LLC | 0.27% | Add +14.6% | 93,057 | $2.3M |
| McLean Asset Management Corp | 0.59% | Reduce -3.9% | 92,281 | $2.2M |
| Fortis Advisors, LLC | 1.43% | Reduce -4.1% | 91,841 | $2.2M |
| Bank of Montreal | 0.00% | Add +60.9% | 91,178 | $2.2M |
| Curran Financial Partners, LLC | 0.49% | Reduce -65.0% | 90,532 | $2.2M |
| Diversified Trust Co. | 0.05% | Add +0.6% | 89,370 | $2.2M |
| Cwm, LLC | 0.01% | Add +209.4% | 87,944 | $2.1M |
| Silver Oak Securities, Incorporated | 0.18% | Add +6.9% | 87,004 | $2.1M |
| Juncture Wealth Strategies, LLC | 0.75% | Reduce -4.3% | 86,919 | $2.1M |
| MBE Wealth Management, LLC | 0.92% | Add +19.6% | 86,756 | $2.1M |
| Jackson Creek Investment Advisors LLC | 0.57% | Reduce -1.6% | 85,957 | $2.1M |
| True Link Financial Advisors, LLC | 0.14% | Add +69.6% | 85,692 | $2.1M |
| Mainsail Financial Group, LLC | 0.96% | New | 84,948 | $2.1M |
| Walkner Condon Financial Advisors LLC | 0.37% | Reduce -31.1% | 82,257 | $2.0M |
| W.H. Cornerstone Investments Inc. | 1.26% | New | 81,584 | $2.0M |
| Bank of Marin | 1.50% | Reduce -5.2% | 81,581 | $2.0M |
| Two Sigma Securities, LLC | 0.24% | Add +294.0% | 80,122 | $2.0M |
| Clear Investment Research, LLC | 2.41% | Add +2.4% | 78,324 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +29.6% | 77,824 | $1.9M |
| OneAscent Financial Services LLC | 0.14% | Add +90.9% | 77,504 | $1.9M |
| Lido Advisors, LLC | 0.01% | Add +0.2% | 77,012 | $1.9M |
| Princeton Global Asset Management LLC | 0.34% | Reduce -0.2% | 76,547 | $1.9M |
| DMC Group, LLC | 1.45% | Add +35.6% | 76,476 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +9.3% | 74,832 | $1.8M |
| National Wealth Management Group, LLC | 1.01% | Add +9.3% | 74,239 | $1.8M |
| Forza Wealth Management, LLC | 0.74% | No change | 73,816 | $1.8M |
| Birmingham Capital Management Co. Inc. | 0.79% | Reduce -29.1% | 73,000 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +27.9% | 71,778 | $1.7M |
| JFG Wealth Management, LLC | 0.36% | Reduce -7.9% | 71,430 | $1.7M |
| Apollon Wealth Management, LLC | 0.03% | New | 70,650 | $1.7M |
| Global Retirement Partners, LLC | 0.04% | — | 68,645 | $1.7M |
| Freedom Investment Management, Inc. | 0.13% | Reduce -4.0% | 68,279 | $1.7M |
| Calton & Associates, Inc. | 0.28% | Reduce -43.8% | 67,190 | $1.6M |
| Belpointe Asset Management LLC | 0.07% | Add +7.3% | 66,978 | $1.6M |
| Mendota Financial Group, LLC | 1.54% | Reduce -2.4% | 66,867 | $1.6M |
| Compass Financial Group, INC | 0.26% | Add +3.9% | 66,180 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -14.1% | 64,974 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -6.5% | 64,815 | $1.6M |
| Balanced Rock Investment Advisors LLC | 1.22% | Add +0.3% | 63,582 | $1.6M |
| Koshinski Asset Management, Inc. | 0.12% | Add +1.3% | 62,775 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -14.4% | 60,534 | $1.5M |
| Bleakley Financial Group, LLC | 0.04% | Add +38.0% | 58,573 | $1.4M |
| Creative Financial Designs Inc. | 0.10% | Add +41.5% | 58,360 | $1.4M |
| Anderson Hoagland & Co. | 0.14% | Add +4.0% | 58,266 | $1.4M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -2.0% | 58,181 | $1.4M |
| Trek Financial, LLC | 0.09% | Add +56.3% | 57,313 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.06% | Add +12.6% | 57,125 | $1.4M |
| Clearview Wealth Advisors LLC | 0.96% | Add +0.7% | 56,734 | $1.4M |
| Krilogy Financial LLC | 0.08% | Add +20.4% | 55,568 | $1.4M |
| Sellwood Investment Partners LLC | 0.65% | Reduce -4.5% | 55,506 | $1.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce 0.0% | 55,472 | $1.4M |
| Hexagon Capital Partners LLC | 0.30% | Reduce -0.7% | 55,283 | $1.3M |
| ARK & TLK Investments, LLC | 0.43% | Reduce -4.0% | 54,857 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +45.2% | 54,658 | $1.3M |
| Evermay Wealth Management LLC | 0.16% | Reduce -5.7% | 54,582 | $1.3M |
| Seek First Inc. | 1.07% | Add +4.7% | 54,397 | $1.3M |
| Eagle Strategies LLC | 0.20% | Add +31.4% | 54,185 | $1.3M |
| Lummis Asset Management, LP | 0.85% | Reduce -0.6% | 53,160 | $1.3M |
| Cumberland Partners Ltd | 0.09% | Add +11.4% | 52,980 | $1.3M |
| Great Waters Wealth Management | 0.17% | Reduce -2.9% | 52,640 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -34.8% | 52,120 | $1.3M |
| Savvy Advisors, Inc. | 0.08% | Reduce -5.9% | 51,707 | $1.3M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.17% | New | 51,676 | $1.3M |
| United Advisor Group, LLC | 0.22% | New | 51,652 | $1.3M |
| Beacon Financial Advisory LLC | 0.32% | Add +0.9% | 51,447 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.08% | Reduce -35.3% | 51,362 | $1.3M |
| Dover Advisors, LLC | 0.55% | Reduce -54.0% | 50,959 | $1.2M |
| Tennessee Valley Asset Management Partners | 0.31% | Reduce -3.3% | 50,854 | $1.2M |
| K2 Financial Inc. | 1.08% | Reduce -2.8% | 50,567 | $1.2M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -13.7% | 50,220 | $1.2M |
| Veery Capital, LLC | 0.42% | Reduce -0.1% | 50,129 | $1.2M |
| First Interstate Bank | 0.07% | No change | 49,392 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | No change | 24,499 | $1.2M |
| Foster Victor Wealth Advisors, LLC | 0.08% | Reduce -7.0% | 48,663 | $1.2M |
| Vident Advisory, LLC | 0.01% | Reduce -0.1% | 48,334 | $1.2M |
| Avestar Capital, LLC | 0.09% | No change | 48,000 | $1.2M |
| Lumbard & Kellner, LLC | 0.50% | Reduce -12.6% | 46,622 | $1.1M |
| Ethos Financial Group, LLC | 0.10% | Add +394.1% | 45,876 | $1.1M |
| Alteri Wealth LLC | 0.43% | Add +9.0% | 45,850 | $1.1M |
| Alliance Wealth Management Group | 0.28% | Reduce -0.3% | 45,734 | $1.1M |
| Towercrest Capital Management | 0.20% | Reduce -0.3% | 45,734 | $1.1M |
| Versant Capital Management, Inc | 0.17% | Add +13.8% | 45,537 | $1.1M |
| Pines Wealth Management, LLC | 0.39% | Add +6.8% | 45,061 | $1.1M |
| Guardian Financial Partners, LLC | 0.48% | Add +4.9% | 43,743 | $1.1M |
| Frontier Asset Management, LLC | 0.29% | Reduce -59.1% | 43,538 | $1.1M |
| Evanson Asset Management, LLC | 0.07% | Reduce -9.4% | 43,487 | $1.1M |
| Coldstream Capital Management Inc. | 0.02% | Reduce -38.0% | 43,240 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +128.7% | 43,024 | $1.0M |
| D.B. Root & Company, LLC | 0.31% | Reduce -36.0% | 42,973 | $1.0M |
| Lindenwold Advisors, INC | 0.54% | Reduce -8.0% | 42,283 | $1.0M |
| LifePlan Financial, LLC | 0.85% | Add +1.3% | 42,234 | $1.0M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +2.9% | 42,117 | $1.0M |
| CW Advisors, LLC | 0.01% | Add +10.0% | 42,027 | $1.0M |
| Twele Capital Management, Inc. | 0.20% | Add +5.1% | 41,837 | $1.0M |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.6% | 41,194 | $1.0M |
| Vista Cima Wealth Management LLC | 0.93% | Add +1.0% | 40,805 | $995K |
| McBroom & Associates, LLC | 0.57% | No change | 40,665 | $990K |
| Wealthspire Retirement, LLC | 0.07% | Add +2.0% | 40,391 | $985K |
| Pittenger & Anderson Inc. | 0.04% | Add +26.5% | 40,054 | $977K |
| Corient Private Wealth LP | 0.00% | Reduce -10.9% | 39,102 | $953K |
| Smart Portfolios, LLC | 0.96% | No change | 38,970 | $950K |
| Sherman Asset Management, Inc. | 0.84% | Add +1.2% | 38,821 | $946K |
| Burk Holdings LLC | 0.58% | Add +291.5% | 38,290 | $934K |
| Elmwood Wealth Management, Inc. | 0.37% | No change | 38,000 | $926K |
| Blake Schutter Theil Wealth Advisors, LLC | 1.05% | Add +3.3% | 37,978 | $926K |
| Accurate Wealth Management, LLC | 0.14% | Add +54.4% | 37,707 | $915K |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -3.7% | 37,016 | $902K |
| ARS Wealth Advisors Group, LLC | 0.10% | Add +302.0% | 36,979 | $902K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +37.4% | 36,659 | $894K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -28.0% | 36,603 | $892K |
| Gateway Wealth Partners, LLC | 0.17% | Add +38.1% | 36,532 | $891K |
| Family Investment Center, Inc. | 0.20% | Add +0.7% | 36,309 | $885K |
| Hartline Investment Corp./ | 0.10% | New | 36,050 | $879K |
| TT Capital Management LLC | 0.71% | Reduce -1.0% | 35,943 | $876K |
| Commons Capital, LLC | 0.66% | Reduce -9.9% | 35,683 | $870K |
| South Plains Financial, Inc. | 0.60% | No change | 35,218 | $858K |
| EverSource Wealth Advisors, LLC | 0.04% | Add +3.9% | 35,164 | $857K |
| Global Trust Asset Management, LLC | 0.46% | Add +59.0% | 35,150 | $857K |
| Websterrogers Financial Advisors, LLC | 0.27% | Add +1.0% | 34,550 | $842K |
| Fortis Capital Advisors, LLC | 0.15% | Add +47.5% | 34,391 | $838K |
| Tempus Wealth Planning, LLC | 0.21% | Add +1.7% | 34,356 | $838K |
| Perigon Wealth Management, LLC | 0.02% | Add +17.9% | 34,103 | $831K |
| Hidden Cove Wealth Management, LLC | 0.59% | New | 33,562 | $818K |
| Pacific Capital Wealth Advisors, Inc. | 0.15% | Add +19.4% | 33,269 | $807K |
| Cambridge Advisors Inc. | 0.17% | Reduce -0.3% | 32,757 | $799K |
| Coastal Bridge Advisors, LLC | 0.07% | New | 32,745 | $798K |
| Planned Solutions, Inc. | 0.31% | Reduce -3.9% | 32,726 | $798K |
| Kuhn & Co Investment Counsel | 0.60% | Add +0.0% | 32,664 | $796K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +289.0% | 32,516 | $793K |
| OneDigital Investment Advisors LLC | 0.01% | Add +87.4% | 32,125 | $783K |
| Win Advisors, Inc. | 0.38% | Reduce -43.5% | 32,124 | $783K |
| MADDEN SECURITIES Corp | 0.27% | Add +9.6% | 31,884 | $777K |
| Chilton Investment Co. Inc. | 0.02% | Reduce -8.3% | 31,360 | $765K |
| Vantage Financial Partners, LLC | 0.17% | Reduce -8.6% | 30,397 | $741K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -58.4% | 30,345 | $740K |
| Citigroup Inc. | 0.00% | Add +82.5% | 30,010 | $732K |
| Tradition Wealth Management, LLC | 0.06% | Add +26.2% | 29,833 | $727K |
| PrairieView Partners, LLC | 0.07% | Reduce -11.9% | 29,261 | $713K |
| EWG Elevate Inc. | 0.22% | Reduce -2.0% | 29,110 | $710K |
| Ridgewood Investments LLC | 0.31% | Reduce -0.9% | 29,040 | $708K |
| Weitzel Financial Services, Inc. | 0.30% | Reduce -0.6% | 29,046 | $706K |
| Traub Capital Management LLC | 0.64% | — | 28,437 | $693K |
| HRT Financial LP | 0.00% | Reduce -48.4% | 28,369 | $691K |
| Comerica Bank | 0.00% | Add +53.6% | 28,280 | $689K |
| Altfest L J & Co. Inc. | 0.08% | Add +4.2% | 28,208 | $688K |
| Equitable Holdings, Inc. | 0.01% | New | 28,186 | $687K |
| First Financial Group Corp | 0.66% | Add +15.6% | 27,720 | $676K |
| BNP Paribas | 0.02% | Add +126.5% | 27,553 | $672K |
| UMB Bank, n.a. | 0.01% | Reduce -0.0% | 27,025 | $659K |
| Legacy Edge Advisors, LLC | 0.09% | New | 26,822 | $654K |
| 1620 Investment Advisors, Inc. | 0.47% | Add +3209.5% | 26,476 | $645K |
| VSM Wealth Advisory, LLC | 0.21% | Reduce -6.1% | 26,347 | $642K |
| Archer Investment Management, LLC | 0.47% | Reduce -75.7% | 26,293 | $641K |
| Aegis Wealth Management LLC | 0.37% | No change | 25,598 | $623K |
| BCS Wealth Management | 0.13% | Add +10.1% | 25,566 | $623K |
| Wesbanco Bank Inc. | 0.02% | Reduce -2.2% | 25,505 | $622K |
| New Hampshire Trust | 0.13% | Add +6.8% | 25,278 | $616K |
| Western Wealth Management, LLC | 0.04% | Reduce -1.1% | 24,902 | $607K |
| Nelson Capital Management, LLC | 0.08% | Reduce -12.8% | 24,514 | $598K |
| Stewardship Advisors, LLC | 0.15% | Add +10.7% | 24,266 | $592K |
| VanderPol Investments L.L.C. | 1.24% | Reduce -0.7% | 24,180 | $590K |
| Avantax Advisory Services, Inc. | 0.00% | Add +44.0% | 24,124 | $588K |
| Spinnaker Investment Group, LLC | 0.14% | Reduce -41.6% | 24,006 | $585K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.4% | 24,000 | $585K |
| Main Street Financial Solutions, LLC | 0.04% | Add +1.0% | 23,673 | $577K |
| Blue Sky Capital Consultants Group, Inc. | 0.30% | New | 23,610 | $576K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.3% | 23,593 | $575K |
| Orion Porfolio Solutions, LLC | 0.00% | Add +11.7% | 22,835 | $557K |
| Axxcess Wealth Management, LLC | 0.01% | New | 22,608 | $551K |
| Live Oak Private Wealth LLC | 0.08% | Add +0.1% | 22,546 | $550K |
| Columbus Macro, LLC | 0.07% | New | 22,407 | $546K |
| Noble Family Wealth, LLC | 0.13% | Reduce -2.2% | 22,216 | $542K |
| Dopkins Wealth Management, LLC | 0.24% | Reduce -28.7% | 22,155 | $540K |
| Coordinated Financial Services, Inc. | 0.38% | — | 22,013 | $537K |
| Brucke Financial, Inc. | 0.37% | Add +7.1% | 21,940 | $535K |
| First Affirmative Financial Network | 0.27% | New | 21,836 | $532K |
| Core Wealth Partners LLC | 0.27% | Add +0.5% | 21,819 | $532K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -84.5% | 21,764 | $531K |
| American Capital Advisory, LLC | 0.26% | Reduce -0.7% | 21,673 | $528K |
| Leading Edge Financial Planning LLC | 0.15% | Reduce -0.2% | 21,563 | $526K |
| Ascent Group, LLC | 0.02% | New | 21,559 | $526K |
| Brown Brothers Harriman & Co. | 0.00% | Add +2708.4% | 21,456 | $523K |
| Guardian Wealth Advisors, LLC / NC | 0.04% | Reduce -1.7% | 21,380 | $521K |
| SeaCrest Wealth Management, LLC | 0.06% | Reduce -3.6% | 21,349 | $520K |
| Blossom Wealth Management | 0.92% | Add +4.2% | 21,337 | $520K |
| Arax Advisory Partners | 0.02% | Add +2416.7% | 21,316 | $520K |
| REDW Wealth LLC | 0.20% | Add +0.1% | 21,014 | $512K |
| Mainstream Capital Management LLC | 0.37% | New | 20,740 | $506K |
| Retirement Capital Strategies | 0.20% | No change | 20,695 | $505K |
| Team Financial Group, LLC | 0.25% | Add +13.5% | 20,523 | $500K |
| Brighton Jones LLC | 0.01% | Add +6.7% | 20,418 | $498K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.5% | 20,111 | $490K |
| Wedbush Securities Inc. | 0.02% | Reduce -1.9% | 19,692 | $480K |
| Jacobi Capital Management LLC | 0.03% | Add +1.1% | 19,659 | $479K |
| Clearstead Advisors, LLC | 0.01% | Reduce -6.7% | 19,345 | $472K |
| Kings Path Partners LLC | 0.19% | Add +1.9% | 19,152 | $467K |
| Mission Hills Financial Advisory, LLC | 0.29% | New | 19,140 | $467K |
| Old National Bancorp | 0.01% | New | 19,050 | $464K |
| Selective Wealth Management, Inc. | 0.17% | No change | 19,000 | $461K |
| Cahill Financial Advisors Inc. | 0.06% | Add +13.7% | 18,863 | $460K |
| Diversified Enterprises, LLC | 0.03% | Reduce -23.9% | 18,841 | $459K |
| Avant Financial Advisors LLC | 0.38% | No change | 18,742 | $457K |
| Independent Wealth Network Inc. | 0.17% | Add +2.3% | 18,711 | $456K |
| Somerset Group LLC | 0.38% | Reduce -4.1% | 18,581 | $453K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -11.0% | 18,559 | $452K |
| Sightline Wealth Advisors, LLC | 0.22% | Add +7.7% | 18,447 | $450K |
| Signet Investment Advisory Group, Inc. | 0.23% | Add +1.8% | 18,417 | $449K |
| Birchbrook, Inc. | 0.24% | Reduce -24.4% | 18,222 | $444K |
| Janney Montgomery Scott LLC | 0.00% | Add +4.8% | 18,157 | $443K |
| Lederer & Associates Investment Counsel | 0.29% | Add +0.2% | 17,820 | $434K |
| TFB Advisors LLC | 0.11% | Add +3.9% | 17,608 | $429K |
| HC Advisors, LLC | 0.30% | Add +3.8% | 17,516 | $427K |
| Synovus Financial Corp. | 0.01% | Add +7.5% | 17,456 | $426K |
| David Wealth Management LLC | 0.32% | Add +110.5% | 17,418 | $425K |
| Myecfo, LLC | 0.20% | New | 17,122 | $417K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 17,024 | $415K |
| Joule Financial, LLC | 0.13% | No change | 16,862 | $411K |
| Diversified Portfolios, Inc. | 0.04% | Reduce -70.4% | 16,678 | $407K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -62.7% | 16,303 | $397K |
| Wbi Investments, LLC | 0.10% | Reduce -11.5% | 16,263 | $396K |
| Brown Advisory Inc. | 0.00% | Reduce -30.8% | 16,177 | $394K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 15,996 | $390K |
| Valtinson Bruner Financial Planning LLC | 0.12% | Reduce -12.5% | 15,982 | $390K |
| Revisor Wealth Management LLC | 0.14% | Reduce -16.0% | 15,864 | $385K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 15,728 | $383K |
| Clay Northam Wealth Management, LLC | 0.24% | Reduce -0.5% | 15,500 | $378K |
| Tactive Advisors, LLC | 0.12% | — | 15,356 | $374K |
| Natixis Advisors, LLC | 0.00% | Add +4.4% | 15,312 | $373K |
| Titleist Asset Management, LLC | 0.04% | Reduce -38.4% | 15,279 | $373K |
| Ceeto Capital Group, LLC | 0.13% | No change | 15,000 | $366K |
| Northwest Capital Management Inc | 0.20% | Reduce -16.9% | 14,986 | $365K |
| Friedenthal Financial | 0.20% | Reduce -12.7% | 14,856 | $362K |
| Genesee Capital Advisors, LLC | 0.16% | Add +1.0% | 14,751 | $360K |
| Nwam LLC | 0.02% | Reduce -4.0% | 14,743 | $359K |
| L.K. Benson & Company, P.C. | 0.22% | Add +1.1% | 14,693 | $358K |
| Davis Wealth Advisors, LLC | 0.38% | Reduce -10.3% | 14,560 | $355K |
| First County Bank | 0.19% | Add +6.0% | 14,549 | $355K |
| Brand Asset Management Group, Inc. | 0.13% | Add +0.4% | 14,479 | $353K |
| Hardin Capital Partners, LLC | 0.20% | Reduce -1.0% | 14,186 | $344K |
| Empirical Asset Management, LLC | 0.10% | Reduce -1.1% | 13,915 | $339K |
| Resurgent Financial Advisors LLC | 0.19% | Add +2.1% | 13,859 | $338K |
| Arkfeld Wealth Strategies, L.L.C. | 0.13% | Reduce -60.9% | 13,831 | $335K |
| Soltis Investment Advisors LLC | 0.03% | Reduce -45.4% | 13,702 | $334K |
| Stonekeep Investments, LLC | 0.22% | Add +1.2% | 13,587 | $331K |
| Roberts Wealth Advisors, LLC | 0.09% | Reduce -20.1% | 13,540 | $330K |
| Financial Architects, LLC | 0.20% | Add +0.6% | 13,470 | $328K |
| Latitude Advisors, LLC | 0.16% | Add +1.1% | 13,432 | $327K |
| Litman Gregory Wealth Management LLC | 0.03% | Add +1.5% | 13,415 | $327K |
| Alpha Omega Wealth Management LLC | 0.06% | Reduce -0.3% | 13,232 | $323K |
| PAX Financial Group, LLC | 0.06% | Reduce -44.1% | 13,210 | $322K |
| Scratch Capital LLC | 0.26% | Reduce -0.3% | 13,100 | $319K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -36.6% | 12,973 | $316K |
| L. Roy Papp & Associates, LLP | 0.04% | Add +5.5% | 12,772 | $311K |
| CGN Advisors LLC | 0.03% | Reduce -9.2% | 12,750 | $311K |
| Graves Light Lenhart Wealth, Inc. | 0.04% | No change | 12,738 | $311K |
| Capital Insight Partners, LLC | 0.05% | Reduce -2.1% | 12,729 | $310K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +6.5% | 12,726 | $310K |
| Toth Financial Advisory Corp. | 0.04% | Reduce -1.7% | 12,409 | $303K |
| Sonoma Private Wealth LLC | 0.37% | No change | 12,403 | $302K |
| Venturi Wealth Management, LLC | 0.01% | Add +23.8% | 12,381 | $302K |
| Kestra Advisory Services, LLC | 0.00% | Add +21.8% | 12,362 | $301K |
| Fairman Group, LLC | 0.25% | No change | 12,350 | $301K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -7.9% | 12,036 | $293K |
| Advisory Services Network, LLC | 0.00% | Add +6.3% | 11,959 | $290K |
| Wealthcare Capital Partners, LLC | 0.15% | New | 11,860 | $289K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -57.2% | 11,814 | $288K |
| Maridea Wealth Management LLC | 0.07% | Reduce -34.2% | 11,733 | $286K |
| Zullo Investment Group, Inc. | 0.12% | Reduce -1.9% | 11,680 | $285K |
| Chilton Capital Management LLC | 0.01% | Reduce -3.5% | 11,549 | $282K |
| Inman Jager Wealth Management, LLC | 0.19% | Add +16.7% | 11,456 | $279K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 11,365 | $277K |
| Independent Advisor Alliance | 0.01% | Add +20.2% | 11,313 | $276K |
| PBMares Wealth Management LLC | 0.05% | No change | 11,238 | $274K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 11,233 | $274K |
| Lauterbach Financial Advisors, LLC | 0.15% | Add +0.7% | 10,904 | $266K |
| Arkadios Wealth Advisors | 0.01% | Add +5.9% | 10,895 | $266K |
| Brewster Financial Planning LLC | 0.18% | No change | 10,854 | $265K |
| Signature Resources Capital Management, LLC | 0.16% | Reduce -1.3% | 10,814 | $264K |
| RFG Advisory, LLC | 0.01% | New | 10,804 | $263K |
| Cardinal Point Capital Management ULC | 0.02% | New | 263,049 | $263K |
| CVA Family Office, LLC | 0.04% | Add +0.1% | 10,728 | $262K |
| Townsquare Capital LLC | 0.03% | Reduce -98.1% | 10,670 | $260K |
| Exchange Capital Management, Inc. | 0.04% | Reduce -1.6% | 10,651 | $260K |
| Summit Asset Management, LLC | 0.04% | Reduce -13.3% | 10,632 | $259K |
| Gradient Capital Advisors, LLC | 0.08% | Reduce -31.3% | 10,615 | $259K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +12.9% | 10,521 | $257K |
| Elgethun Capital Management | 0.05% | Reduce -8.7% | 10,478 | $255K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 10,450 | $255K |
| WMG Financial Advisors, LLC | 0.09% | Reduce -1.0% | 10,268 | $250K |
| TPG Advisors LLC | 0.18% | Add +19.6% | 10,166 | $248K |
| &partners | 0.00% | Reduce -30.0% | 10,127 | $247K |
| Apeiron RIA LLC | 0.06% | Add +2.1% | 9,981 | $243K |
| Horan Securities, Inc. | 0.08% | New | 9,886 | $241K |
| Strategic Blueprint, LLC | 0.01% | Reduce -68.3% | 9,861 | $240K |
| WorthPointe, LLC | 0.10% | Add +0.6% | 9,819 | $239K |
| Carnegie Investment Counsel | 0.00% | Reduce -11.5% | 9,803 | $239K |
| Bensler, LLC | 0.03% | Reduce -38.5% | 9,653 | $235K |
| Generation Capital Management LLC | 0.18% | No change | 9,514 | $232K |
| American Institute for Advanced Investment Management, LLP | 0.16% | No change | 9,500 | $232K |
| WPG Advisers, LLC | 0.19% | Reduce -21.0% | 9,297 | $227K |
| Edgestream Partners, L.P. | 0.01% | New | 9,285 | $226K |
| Lynx Investment Advisory | 0.15% | Add +2.1% | 9,264 | $226K |
| Advisor Resource Council | 0.11% | Reduce -95.4% | 9,134 | $223K |
| IHT Wealth Management, LLC | 0.01% | Add +7.0% | 9,078 | $221K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +4.5% | 9,058 | $221K |
| Strategic Advocates LLC | 0.06% | Reduce -1.3% | 8,918 | $217K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -4.6% | 8,898 | $217K |
| Blume Capital Management, Inc. | 0.04% | No change | 8,898 | $217K |
| Aull & Monroe Investment Management Corp | 0.12% | Reduce -5.1% | 8,889 | $217K |
| Advisory Alpha, LLC | 0.01% | New | 8,879 | $216K |
| Foster & Motley Inc. | 0.01% | Reduce -9.8% | 8,802 | $215K |
| XTX Topco Ltd | 0.01% | New | 8,788 | $214K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -6.5% | 8,730 | $213K |
| White Lighthouse Investment Management Inc. | 0.03% | No change | 8,670 | $211K |
| Seascape Capital Management | 0.07% | Add +0.3% | 8,634 | $210K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.3% | 8,568 | $209K |
| Coppell Advisory Solutions LLC | 0.02% | New | 8,558 | $208K |
| Weatherly Asset Management L. P. | 0.02% | No change | 8,500 | $207K |
| BLVD Private Wealth, LLC | 0.19% | — | 8,442 | $206K |
| Nalls Sherbakoff Group, LLC | 0.15% | No change | 8,413 | $205K |
| Advisor OS, LLC | 0.02% | Add +2.3% | 8,407 | $205K |
| Bouchey Financial Group, Ltd. | 0.02% | Reduce -96.6% | 8,360 | $204K |
| Investment Planning Advisors, Inc. | 0.07% | No change | 8,358 | $204K |
| Traphagen Investment Advisors LLC | 0.02% | Reduce -1.0% | 8,355 | $204K |
| Pathstone Holdings, LLC | 0.00% | Reduce -58.9% | 8,308 | $203K |
| Northern Trust Corp. | 0.00% | Reduce -10.2% | 8,279 | $202K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -7.8% | 8,236 | $201K |
| AQR Capital Management | 0.00% | New | 8,216 | $200K |
| FMR LLC | 0.00% | Add +118.5% | 8,164 | $199K |
| SRH Advisors, LLC | 0.06% | No change | 7,610 | $186K |
| CENTRAL TRUST Co | 0.00% | Add +94.5% | 7,342 | $179K |
| AE Wealth Management LLC | 0.00% | Reduce -70.4% | 6,882 | $168K |
| Cape Investment Advisory, Inc. | 0.06% | Add +0.7% | 6,768 | $165K |
| Contravisory Investment Management, Inc. | 0.03% | No change | 6,420 | $157K |
| Atlantic Union Bankshares Corp | 0.00% | New | 6,301 | $154K |
| Marshall & Sterling Wealth Advisors Inc. | 0.10% | Add +1.1% | 6,117 | $149K |
| Fourth Dimension Wealth, LLC | 0.06% | Reduce -30.3% | 5,837 | $142K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.8% | 5,681 | $139K |
| Private Trust Co. NA | 0.01% | Add +20.7% | 5,608 | $137K |
| Larson Financial Group LLC | 0.01% | Add +18.6% | 5,221 | $127K |
| Vermillion Wealth Management, Inc. | 0.06% | Reduce -9.8% | 5,058 | $123K |
| Bokf, NA | 0.00% | Add +324.1% | 4,987 | $122K |
| Morling Financial Advisors, LLC | 0.04% | Add +383.5% | 4,932 | $120K |
| Eastern Bank | 0.00% | No change | 4,857 | $118K |
| Capital Analysts, LLC | 0.00% | Reduce -14.2% | 4,685 | $114K |
| Legacy Bridge, LLC | 0.05% | No change | 4,600 | $112K |
| Fortitude Family Office, LLC | 0.03% | New | 4,328 | $106K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 4,243 | $103K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 4,172 | $102K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,980 | $97K |
| Costello Asset Management, INC | 0.04% | Add +0.3% | 3,825 | $93K |
| Garde Capital, Inc. | 0.00% | No change | 3,234 | $79K |
| Bogart Wealth, LLC | 0.00% | Add +0.8% | 3,223 | $79K |
| MPWM Advisory Solutions, LLC | 0.05% | New | 3,156 | $77K |
| High Note Wealth, LLC | 0.02% | Reduce -16.0% | 3,144 | $77K |
| AllSquare Wealth Management LLC | 0.04% | Add +183.3% | 3,091 | $75K |
| Painted Porch Advisors LLC | 0.03% | Reduce -8.6% | 2,721 | $66K |
| Richards, Merrill & Peterson, Inc. | 0.03% | No change | 2,622 | $64K |
| Perritt Capital Management Inc | 0.03% | Add +1.1% | 2,541 | $62K |
| Grove Bank & Trust | 0.01% | New | 2,509 | $61K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -16.5% | 2,462 | $60K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.7% | 2,409 | $59K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +1.1% | 2,332 | $57K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.2% | 2,274 | $55K |
| Blue Trust, Inc. | 0.00% | Add +57.4% | 2,148 | $52K |
| Future Financial Wealth Managment LLC | 0.04% | Add +0.7% | 2,129 | $52K |
| Raffa Wealth Management, LLC | 0.01% | New | 1,936 | $47K |
| Front Row Advisors LLC | 0.02% | Reduce -17.6% | 1,876 | $46K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -4.5% | 1,781 | $43K |
| Bellevue Asset Management, LLC | 0.02% | Reduce -3.6% | 1,720 | $42K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,419 | $35K |
| Transce3nd, LLC | 0.01% | Reduce -22.9% | 1,419 | $35K |
| NBT Bank, N.A. | 0.00% | No change | 1,384 | $34K |
| Grey Ledge Advisors, LLC | 0.01% | Add +95.9% | 1,336 | $33K |
| CoreCap Advisors, LLC | 0.00% | Add +61.6% | 1,202 | $29K |
| Sound Income Strategies, LLC | 0.00% | Add +1.7% | 1,181 | $29K |
| Kennebec Savings Bank | 0.03% | Reduce -1.6% | 1,105 | $27K |
| Vision Financial Markets LLC | 0.02% | No change | 1,000 | $24K |
| St Germain D J Co. Inc. | 0.00% | No change | 944 | $23K |
| Tower View Wealth Management LLC | 0.01% | Reduce -58.9% | 872 | $21K |
| NFSG Corp | 0.00% | No change | 864 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 844 | $21K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 828 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 810 | $20K |
| First Horizon Advisors, Inc. | 0.00% | No change | 784 | $19K |
| Avion Wealth | 0.00% | Reduce -40.4% | 780 | $19K |
| Valeo Financial Advisors, LLC | 0.00% | New | 12,926 | $18K |
| Rise Advisors, LLC | 0.01% | Add +5.2% | 664 | $16K |
| Franklin Resources Inc. | 0.00% | No change | 664 | $16K |
| Valley National Advisers Inc. | 0.00% | No change | 684 | $16K |
| Alpine Bank Wealth Management | 0.00% | New | 636 | $16K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -42.0% | 625 | $15K |
| Fort Vancouver Investment Management, LLC | 0.01% | Add +0.9% | 580 | $14K |
| NewSquare Capital LLC | 0.00% | New | 564 | $14K |
| Tucker Asset Management LLC | 0.00% | New | 550 | $13K |
| Fifth Third Bancorp | 0.00% | Add +18.9% | 540 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 538 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +0.9% | 536 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 535 | $13K |
| Rice Partnership, LLC | 0.00% | New | 526 | $13K |
| LGT Financial Advisors LLC | 0.03% | No change | 492 | $12K |
| Whipplewood Advisors, LLC | 0.01% | Reduce -98.9% | 470 | $11K |
| WealthShield Partners, LLC | 0.00% | New | 464 | $11K |
| Chapman Financial Group, LLC | 0.01% | — | 436 | $11K |
| Cordant, Inc. | 0.00% | Add +9.5% | 415 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 402 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 400 | $10K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 356 | $9K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 324 | $8K |
| Towne Trust Company, N.A | 0.00% | Reduce -68.6% | 320 | $8K |
| Parkside Financial Bank & Trust | 0.00% | No change | 310 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -95.6% | 305 | $7K |
| Westside Investment Management, Inc. | 0.00% | No change | 302 | $7K |
| Crowley Wealth Management, Inc. | 0.01% | No change | 300 | $7K |
| SouthState Bank Corp | 0.00% | New | 290 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 280 | $7K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 268 | $7K |
| MJT & Associates Financial Advisory Group, Inc. | 0.01% | No change | 258 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 216 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 212 | $5K |
| Financial Gravity Companies, Inc. | 0.00% | — | 207 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 204 | $5K |
| Asset Dedication, LLC | 0.00% | Add +0.6% | 169 | $4K |
| Quantum Capital Management, LLC / NJ | 0.00% | No change | 156 | $4K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 150 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 144 | $4K |
| Principia Wealth Advisory, LLC | 0.00% | Reduce -6.6% | 127 | $3K |
| Montag A & Associates Inc. | 0.00% | New | 118 | $3K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 97 | $2K |
| Simplex Trading, LLC | 0.00% | New | 90 | $2K |
| Salomon & Ludwin, LLC | 0.00% | New | 76 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +1.4% | 71 | $2K |
| Moser Wealth Advisors, LLC | 0.00% | No change | 66 | $2K |
| Key Financial Inc | 0.00% | No change | 64 | $2K |
| Olistico Wealth, LLC | 0.00% | No change | 41 | $1K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -96.9% | 34 | $828 |
| Nemes Rush Group LLC | 0.00% | New | 28 | $687 |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 23 | $539 |
| CIBC Private Wealth Group LLC | 0.00% | No change | 5 | $121 |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 4 | $92 |
"% of holder's portfolio" is SCHO's weight in each manager's 13F, not the share of Schwab Short-Term US Treas the manager owns.