Schwab Short-Term US TreasSCHOETF
13F holders, Q4 2025 (December 31)684holders +39
56new positions
44sold out
3famous investors
$24.38avg. 13F price*
At the end of Q4 2025, 684 institutions reported holding Schwab Short-Term US Treas (SCHO) in their 13F filings, up 39 from Q3 2025. 56 opened new positions and 44 sold out. The largest holders were Bank of America Corp. ($3.0B), JPMorgan Chase & Co. ($514.4M) and Ameriprise Financial Inc. ($465.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $89.4M |
| Exits | 44 | $41.3M |
All 13F filers, Q3 2025 → Q4 2025: 19,656,871 shares bought and 14,698,859 shares sold, net +4,958,012 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 684 holders
| Bank of America Corp. | 0.22% | Add +3.2% | 122,501,159 | $3.0B |
| JPMorgan Chase & Co. | 0.03% | Add +6.9% | 21,107,647 | $514.4M |
| Ameriprise Financial Inc. | 0.11% | Reduce -2.1% | 18,996,856 | $465.0M |
| Sei Investments Co. | 0.45% | Add +5.7% | 18,600,555 | $453.3M |
| Envestnet Asset Management Inc. | 0.05% | Add +10.4% | 7,472,933 | $182.1M |
| Stifel Financial Corp. | 0.13% | Reduce -8.0% | 6,027,765 | $146.9M |
| Wealthfront Advisers LLC | 0.22% | Add +7.7% | 4,077,325 | $99.4M |
| PNC Financial Services Group, Inc. | 0.05% | Add +3.0% | 3,876,303 | $94.5M |
| Moisand Fitzgerald Tamayo, LLC | 10.10% | Add +6.7% | 3,670,514 | $89.5M |
| Wealth Enhancement Advisory Services, LLC | 0.11% | Add +15.8% | 3,177,583 | $77.5M |
| State Street Corp. | 0.00% | No change | 3,100,000 | $75.5M |
| MCF Advisors LLC | 3.65% | Add +4.2% | 2,711,604 | $66.1M |
| Bangor Savings Bank | 4.79% | Add +9.4% | 2,443,542 | $59.5M |
| Wells Fargo & Company | 0.01% | Add +8.2% | 2,157,536 | $52.6M |
| Cerity Partners LLC | 0.07% | Reduce -23.7% | 2,110,710 | $51.4M |
| Stephens Group Asset Management, LLC | 3.38% | Reduce -0.2% | 2,077,813 | $50.6M |
| LVW Advisors, LLC | 5.12% | Add +4.5% | 2,072,234 | $50.5M |
| Fiduciary Financial Group, LLC | 6.72% | Add +2.0% | 1,952,052 | $47.6M |
| TruNorth Capital Management, LLC | 8.96% | Add +6.3% | 1,937,988 | $47.2M |
| Merit Financial Group, LLC | 0.37% | Add +20.9% | 1,889,316 | $46.0M |
| DAVENPORT & Co LLC | 0.23% | Add +5.8% | 1,731,025 | $42.2M |
| LPL Financial LLC | 0.01% | Reduce -46.4% | 1,728,454 | $42.1M |
| Morningstar Investment Management LLC | 2.48% | No change | 1,726,672 | $42.1M |
| FLC Capital Advisors | 7.33% | Add +6.8% | 1,629,211 | $39.7M |
| Morgan Stanley | 0.00% | Reduce -51.8% | 1,533,400 | $37.4M |
| High Probability Advisors, LLC | 4.77% | Add +3.2% | 1,469,142 | $35.8M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -9.2% | 1,437,525 | $35.0M |
| SCS Capital Management LLC | 0.36% | Add +6.0% | 1,402,884 | $34.2M |
| Access Financial Services, Inc. | 12.26% | Add +2.6% | 1,381,585 | $33.7M |
| Willis Johnson & Associates, Inc. | 2.04% | New | 1,359,076 | $33.1M |
| Midwest Trust Co | 0.40% | Add +9.2% | 1,322,692 | $32.2M |
| Leavell Investment Management, Inc. | 1.30% | Add +3.9% | 1,284,869 | $31.3M |
| MAI Capital Management | 0.18% | Add +8.1% | 1,263,570 | $30.8M |
| Passive Capital Management, LLC. | 8.89% | Add +5.7% | 1,166,284 | $28.4M |
| United Capital Management of KS, Inc. | 3.85% | Add +2.0% | 1,127,935 | $27.5M |
| UBS Group AG | 0.01% | Add +18.6% | 1,119,017 | $27.3M |
| Cetera Investment Advisers | 0.03% | Add +6.9% | 1,054,472 | $25.7M |
| Charles Schwab Trust Co | 1.66% | Add +3.4% | 1,037,219 | $25.3M |
| Avior Wealth Management, LLC | 0.75% | Add +9.3% | 983,861 | $24.0M |
| Holcombe Financial, Inc. | 14.69% | Reduce -10.2% | 959,862 | $23.4M |
| Savant Capital, LLC | 0.13% | Add +358.0% | 932,951 | $22.7M |
| MBM Wealth Consultants, LLC | 5.21% | Add +11.5% | 899,719 | $21.9M |
| Galvin, Gaustad & Stein, LLC | 1.70% | Add +3.5% | 882,638 | $21.5M |
| Waverly Advisors, LLC | 0.17% | Add +27.9% | 877,529 | $21.4M |
| MassMutual Private Wealth & Trust, FSB | 0.53% | Add +0.9% | 848,705 | $20.7M |
| Truist Financial Corp. | 0.03% | Add +7.3% | 845,565 | $20.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -4.1% | 812,517 | $19.8M |
| Journey Advisory Group, LLC | 1.63% | Add +4.9% | 795,344 | $19.4M |
| Courage Miller Partners, LLC | 5.83% | Reduce -0.4% | 794,567 | $19.4M |
| AdvisorNet Financial, Inc | 1.03% | Add +0.7% | 790,290 | $19.3M |
| Fund Evaluation Group, LLC | 0.62% | No change | 772,924 | $18.8M |
| Novem Group | 2.14% | Add +5.3% | 757,520 | $18.5M |
| Brandywine Oak Private Wealth LLC | 1.54% | Reduce -0.0% | 753,731 | $18.4M |
| Inspire Investing, LLC | 1.62% | Add +11.6% | 737,734 | $18.0M |
| Raymond James Financial Inc. | 0.01% | Add +11.1% | 734,359 | $17.9M |
| Black Diamond Financial, LLC | 1.79% | Add +21.7% | 697,251 | $17.0M |
| Brooklyn Investment Group | 0.77% | New | 685,399 | $16.7M |
| Resonant Capital Advisors, LLC | 0.90% | Add +12.9% | 671,112 | $16.4M |
| Stratos Wealth Advisors, LLC | 0.79% | Reduce -5.6% | 666,641 | $16.2M |
| RMR Wealth Builders | 1.28% | Add +20.0% | 656,804 | $16.0M |
| Ballast Advisors LLC | 4.37% | Add +4.2% | 650,187 | $15.8M |
| Robinswood Financial LLC | 4.93% | Add +4.4% | 631,962 | $15.4M |
| BWM Planning, LLC | 4.10% | Add +11.8% | 629,939 | $15.4M |
| KRM Wealth Management L.L.C. | 8.35% | — | 624,993 | $15.2M |
| Alesco Advisors, LLC, An ESL Co | 0.39% | Add +3.1% | 618,801 | $15.1M |
| JPL Wealth Management, LLC | 3.64% | Reduce -9.3% | 613,191 | $14.9M |
| Pure Financial Advisors, LLC | 0.22% | Add +1.4% | 596,850 | $14.5M |
| Northeast Financial Group, Inc. | 3.63% | Add +7.7% | 594,236 | $14.5M |
| Marotta Asset Management | 2.67% | Add +1.3% | 592,692 | $14.4M |
| Pure Portfolios Holdings LLC | 4.35% | Add +3.5% | 592,210 | $14.4M |
| Avidian Wealth Enterprises, LLC | 0.53% | Add +2.5% | 592,021 | $14.4M |
| Clear Retirement Advice LLC | 11.16% | — | 588,651 | $14.3M |
| World Investment Advisors | 0.23% | Add +0.8% | 565,126 | $13.8M |
| Clearwater Capital Advisors, LLC | 1.12% | Reduce -78.7% | 552,087 | $13.5M |
| Cloud Capital Management, LLC | 6.33% | Reduce -0.1% | 549,467 | $13.4M |
| Debussy Capital Management LP | 1.80% | Add +8.6% | 543,040 | $13.2M |
| Prairiewood Capital, LLC | 4.08% | Add +8.7% | 539,460 | $13.1M |
| Towneley Capital Management, Inc / DE | 2.76% | Add +1.6% | 537,693 | $13.1M |
| Farther Finance Advisors, LLC | 0.14% | Add +125.5% | 533,218 | $13.0M |
| Meridian Wealth Partners, LLC | 1.75% | Add +4.4% | 520,155 | $12.7M |
| Diversify Wealth Management, LLC | 0.59% | Add +4.7% | 516,604 | $12.6M |
| Royal Bank of Canada | 0.00% | Add +6.8% | 516,591 | $12.6M |
| US Bancorp \de | 0.01% | Add +24.3% | 498,545 | $12.1M |
| Westover Capital Advisors, LLC | 2.17% | Add +6.1% | 488,649 | $11.9M |
| ZynergyRetirementPlanningLLC | 7.28% | Add +26.9% | 483,964 | $11.8M |
| Peterson Wealth Advisors, LLC | 1.57% | Add +13.6% | 481,950 | $11.7M |
| MML Investors Services, LLC | 0.03% | Add +10.3% | 481,839 | $11.7M |
| Arnold Financial Planning LLC | 10.90% | — | 433,668 | $10.6M |
| Mutual Advisors, LLC | 0.22% | Add +1.2% | 428,919 | $10.5M |
| Creative Planning | 0.01% | Reduce -11.0% | 427,802 | $10.4M |
| Blue Sky Capital Consultants Group, Inc. | 4.52% | Add +8.7% | 424,225 | $10.3M |
| First National Trust Co | 0.34% | Add +2.1% | 413,382 | $10.1M |
| Sims Investment Management, LLC | 3.54% | Add +1.2% | 410,843 | $10.0M |
| Osaic Holdings, Inc. | 0.01% | Add +9.0% | 407,484 | $9.9M |
| Triad Wealth Partners, LLC | 0.94% | New | 405,359 | $9.9M |
| HighTower Advisors, LLC | 0.01% | Add +4.2% | 403,072 | $9.8M |
| Phil A. Younker & Associates, Ltd. | 6.83% | Add +5.0% | 402,053 | $9.8M |
| Brown Wealth Management, LLC | 2.47% | Reduce -20.1% | 385,162 | $9.4M |
| Oakwell Private Wealth Management, LLC | 1.69% | Add +10.5% | 371,523 | $9.1M |
| Milestone Investment Advisors LLC | 2.16% | Add +2.8% | 366,728 | $8.9M |
| Fifth Third Securities, Inc. | 0.58% | Reduce -0.4% | 364,237 | $8.9M |
| Rosenberg Matthew Hamilton | 1.83% | Add +18.0% | 362,841 | $8.8M |
| Roundview Capital LLC | 0.53% | Reduce -2.1% | 355,956 | $8.7M |
| Stonebridge Financial Group, LLC | 0.72% | Add +6.2% | 347,340 | $8.5M |
| Focus Partners Wealth | 0.01% | Add +121.3% | 339,760 | $8.3M |
| Altiora Financial Group, LLC | 1.42% | Reduce -61.6% | 339,011 | $8.3M |
| SMI Advisory Services, LLC | 1.40% | Reduce -7.5% | 333,624 | $8.1M |
| Dock Street Asset Management Inc. | 0.73% | New | 325,122 | $7.9M |
| Focus Financial Network, Inc. | 0.27% | Add +42.9% | 318,850 | $7.8M |
| Eagle Strategies LLC | 0.99% | Add +0.7% | 318,309 | $7.8M |
| Greenline Partners, LLC | 0.89% | Add +2.4% | 317,888 | $7.7M |
| Western Reserve Capital Management, LLC | 7.15% | — | 314,804 | $7.7M |
| Abacus Planning Group, Inc. | 1.01% | Reduce -0.1% | 312,125 | $7.6M |
| Mariner, LLC | 0.01% | Reduce -3.6% | 311,301 | $7.6M |
| Flow Traders U.S. LLC | 0.25% | Add +48.0% | 305,607 | $7.4M |
| C M Bidwell & Associates Ltd. | 3.44% | Add +11.1% | 298,619 | $7.3M |
| Grove Street Fiduciary, LLC | 3.01% | Reduce -0.1% | 295,139 | $7.2M |
| Mgo One Seven LLC | 0.15% | Add +10.4% | 293,798 | $7.2M |
| Act Two Investors LLC | 1.25% | Reduce -26.9% | 286,062 | $7.0M |
| Captrust Financial Advisors | 0.01% | Add +40.9% | 284,955 | $6.9M |
| Bard Associates Inc. | 1.74% | Add +0.5% | 277,747 | $6.8M |
| Assetmark, Inc. | 0.01% | Add +185.7% | 276,337 | $6.7M |
| Baird Financial Group, Inc. | 0.01% | Add +34.4% | 274,277 | $6.7M |
| Momentum Wealth Planning, LLC | 5.12% | Reduce -5.3% | 265,055 | $6.5M |
| Apella Capital, LLC | 0.13% | Reduce -8.4% | 260,847 | $6.4M |
| Evensky & Katz LLC | 0.35% | Reduce -4.0% | 251,825 | $6.1M |
| Commerce Bank | 0.03% | Reduce -1.9% | 247,632 | $6.0M |
| Associated Banc-Corp | 0.15% | Add +6.8% | 247,617 | $6.0M |
| Private Advisor Group, LLC | 0.03% | Add +119.7% | 247,303 | $6.0M |
| Plan A Wealth LLC | 2.90% | Add +6.4% | 243,374 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.5% | 240,531 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -39.6% | 234,111 | $5.7M |
| Farrow Financial, Inc. | 3.24% | Add +11.7% | 231,380 | $5.6M |
| Principal Securities, Inc. | 0.09% | Add +7.7% | 230,564 | $5.6M |
| Red Tortoise LLC | 2.40% | Add +4.4% | 229,551 | $5.6M |
| Dynamic Advisor Solutions LLC | 0.18% | Reduce -8.2% | 227,350 | $5.5M |
| Main Street Group, LTD | 1.91% | Reduce -63.9% | 226,936 | $5.5M |
| HB Wealth Management, LLC | 0.04% | Reduce -4.4% | 224,950 | $5.5M |
| Successful Portfolios LLC | 2.69% | Add +6.8% | 216,637 | $5.3M |
| Valpey Financial Services, LLC | 3.35% | Add +6.7% | 215,297 | $5.2M |
| Maltin Wealth Management, Inc. | 2.02% | Add +1.8% | 207,885 | $5.1M |
| CFG Wealth Management Services, Inc. | 4.68% | — | 203,477 | $5.0M |
| Sand Hill Global Advisors, LLC | 0.17% | Add +1.8% | 201,936 | $4.9M |
| Bigelow Investment Advisors, LLC | 1.92% | Add +18.1% | 201,602 | $4.9M |
| Dean Investment Associates, LLC | 0.70% | Reduce -13.1% | 200,754 | $4.9M |
| Roberts Financial Services LLC | 1.54% | Add +4.7% | 200,754 | $4.9M |
| BlackRock, Inc. | 0.00% | Add +34.6% | 198,994 | $4.8M |
| Independent Solutions Wealth Management, LLC | 0.89% | Add +0.5% | 198,627 | $4.8M |
| Islay Capital Management, LLC | 2.81% | Reduce -5.5% | 194,627 | $4.7M |
| Sankala Group LLC | 3.78% | — | 193,573 | $4.7M |
| MidFirst Bank | 0.38% | — | 193,267 | $4.7M |
| Meritage Portfolio Management | 0.31% | Add +2.4% | 190,711 | $4.6M |
| Pflug Koory, LLC | 2.12% | Add +25.2% | 186,185 | $4.5M |
| Lido Advisors, LLC | 0.02% | Add +7.9% | 184,525 | $4.5M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.49% | Add +0.1% | 183,117 | $4.5M |
| Harrington Investments, INC | 2.23% | Reduce -0.3% | 181,770 | $4.4M |
| Eaton Financial Holdings Company, LLC | 1.18% | Reduce -3.3% | 179,641 | $4.4M |
| L. Roy Papp & Associates, LLP | 0.47% | Add +1218.7% | 176,047 | $4.3M |
| Christensen, King & Associates Investment Services, Inc. | 1.81% | Add +7.0% | 173,690 | $4.2M |
| Summit Financial, LLC | 0.06% | Add +28.0% | 173,562 | $4.2M |
| Hutchinson Capital Management | 0.71% | Reduce -0.7% | 169,314 | $4.1M |
| Johnson Financial Group, LLC | 0.25% | Add +64.4% | 168,497 | $4.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +20.2% | 163,564 | $4.0M |
| American Investment Services, Inc. | 0.92% | Add +16.2% | 163,059 | $4.0M |
| GW Henssler & Associates Ltd. | 0.19% | Reduce -1.0% | 158,201 | $3.9M |
| Dover Advisors, LLC | 1.48% | Add +43.4% | 156,860 | $3.8M |
| SIMA Wealth Partners, LLC | 2.88% | Add +4.7% | 155,412 | $3.8M |
| Integrated Advisors Network LLC | 0.17% | New | 153,561 | $3.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -5.2% | 153,091 | $3.7M |
| VestGen Advisors, LLC | 0.16% | Reduce -28.4% | 152,009 | $3.7M |
| NorthRock Partners, LLC | 0.06% | Add +3.3% | 150,313 | $3.7M |
| Cornerstone Wealth Advisors, Inc. | 0.84% | Reduce -0.5% | 148,357 | $3.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -16.3% | 147,335 | $3.6M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -44.1% | 141,388 | $3.4M |
| Brookstone Capital Management | 0.04% | Reduce -2.2% | 141,069 | $3.4M |
| WorthPointe, LLC | 0.90% | Add +1415.1% | 140,175 | $3.4M |
| Journey Beyond Wealth, LLC | 2.65% | Add +7.9% | 136,790 | $3.3M |
| Allworth Financial LP | 0.01% | Reduce -7.3% | 136,744 | $3.3M |
| Lowery Thomas, LLC | 1.88% | Add +6.3% | 136,538 | $3.3M |
| Dakota Wealth Management | 0.06% | Add +44.9% | 135,950 | $3.3M |
| Csenge Advisory Group | 0.15% | Add +9.0% | 132,547 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -1.9% | 132,452 | $3.2M |
| NewEdge Advisors, LLC | 0.01% | Add +27.2% | 128,888 | $3.1M |
| Benjamin Edwards Inc. | 0.03% | Add +8.9% | 128,059 | $3.1M |
| Verdence Capital Advisors LLC | 0.18% | Reduce -0.7% | 127,508 | $3.1M |
| W.H. Cornerstone Investments Inc. | 1.86% | Add +8.8% | 126,549 | $3.1M |
| Beckerman Institutional, LLC | 1.73% | Reduce -0.2% | 126,470 | $3.1M |
| Harbour Investments, Inc. | 0.06% | Reduce -55.1% | 125,564 | $3.1M |
| TrustWell Financial Advisors, LLC | 2.96% | — | 125,496 | $3.1M |
| Cheviot Value Management, LLC | 0.30% | Add +5.9% | 124,818 | $3.0M |
| Aventus Investment Advisors, Inc. | 2.46% | Add +4.0% | 124,282 | $3.0M |
| WBH Advisory Inc. | 0.22% | Reduce -1.6% | 123,395 | $3.0M |
| McLean Asset Management Corp | 0.54% | Reduce -1.6% | 122,857 | $3.0M |
| SigFig Wealth Management, LLC | 0.09% | Add +8.5% | 121,052 | $2.9M |
| WT Wealth Management | 0.85% | Add +5.3% | 120,788 | $2.9M |
| Lifeworks Advisors, LLC | 0.38% | Add +3.4% | 120,564 | $2.9M |
| ETF Store, Inc. | 2.95% | Add +2.0% | 118,758 | $2.9M |
| Blair William & Co. | 0.01% | Add +9.2% | 118,573 | $2.9M |
| Lodestar Private Asset Management LLC | 0.29% | Add +6.8% | 117,887 | $2.9M |
| Breakwater Investment Management | 1.04% | Reduce -0.2% | 117,671 | $2.9M |
| Sheets Smith Wealth Management | 0.31% | Reduce -11.4% | 116,250 | $2.8M |
| Great Lakes Retirement, Inc. | 0.29% | Add +4.7% | 116,233 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.5% | 115,943 | $2.8M |
| Pinkerton Wealth, LLC | 0.29% | Add +1.4% | 115,638 | $2.8M |
| North Forty Two & Co. | 2.66% | Reduce -2.4% | 115,511 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +90.9% | 112,555 | $2.7M |
| Asset Allocation Strategies LLC | 0.50% | Reduce -0.7% | 111,292 | $2.7M |
| Investment Research Partners LLC | 1.16% | Reduce -2.5% | 111,157 | $2.7M |
| National Wealth Management Group, LLC | 0.93% | Add +24.4% | 109,934 | $2.7M |
| Gilbert Capital Group, Inc. | 2.01% | Reduce -20.8% | 109,562 | $2.7M |
| Elite Financial, Inc. | 1.21% | Reduce -2.8% | 108,993 | $2.7M |
| DBK Financial Counsel, LLC | 1.99% | Reduce -0.8% | 106,413 | $2.6M |
| Smithbridge Asset Management Inc. | 0.21% | Add +24.6% | 102,654 | $2.5M |
| Versant Capital Management, Inc | 0.31% | Add +36.9% | 101,550 | $2.5M |
| True Freedom Investing, LLC | 0.16% | New | 96,700 | $2.4M |
| Carnegie Investment Counsel | 0.04% | Add +879.4% | 96,010 | $2.3M |
| Brand Asset Management Group, Inc. | 0.64% | Reduce -7.3% | 93,919 | $2.3M |
| XY Planning Network, Inc. | 0.40% | New | 93,634 | $2.3M |
| Bank of Montreal | 0.00% | Reduce -0.7% | 92,652 | $2.3M |
| Sage Investment Advisers LLC | 1.69% | — | 92,506 | $2.3M |
| Ameritas Advisory Services, LLC | 0.08% | Add +12775.4% | 91,930 | $2.2M |
| GLOBALT Investments LLC / GA | 0.08% | Reduce -3.1% | 91,697 | $2.2M |
| Fortis Advisors, LLC | 1.22% | Reduce -2.1% | 90,852 | $2.2M |
| Mainsail Financial Group, LLC | 0.90% | Reduce -2.2% | 89,202 | $2.2M |
| Creative Financial Designs Inc. | 0.14% | Add +8.2% | 88,411 | $2.2M |
| First Financial Group Corp | 1.82% | Add +58.2% | 87,785 | $2.1M |
| Lantern Wealth Advisors, LLC | 1.11% | Reduce -15.0% | 85,947 | $2.1M |
| Global Retirement Partners, LLC | 0.04% | Add +30.4% | 85,262 | $2.1M |
| Princeton Global Asset Management LLC | 0.33% | Add +5.2% | 83,626 | $2.0M |
| DMC Group, LLC | 1.35% | Add +5.7% | 83,118 | $2.0M |
| Valmark Advisers, Inc. | 0.03% | Add +29.3% | 82,981 | $2.0M |
| Jones Financial Companies LLLP | 0.00% | Add +23.8% | 81,773 | $2.0M |
| Juncture Wealth Strategies, LLC | 0.65% | Reduce -2.1% | 81,264 | $2.0M |
| Bank of Marin | 1.37% | Add +0.5% | 81,095 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.1% | 81,000 | $2.0M |
| Innovative Wealth Building LLC | 1.44% | Reduce -9.1% | 80,891 | $2.0M |
| Opus Financial Solutions LLC | 1.82% | — | 79,070 | $1.9M |
| Valley Financial Group, Inc. | 1.08% | Reduce -29.9% | 78,671 | $1.9M |
| Vise Technologies, Inc. | 0.04% | Reduce -18.6% | 78,066 | $1.9M |
| Trevian Wealth Management LLC | 0.90% | Add +99.5% | 77,975 | $1.9M |
| Tortoise Investment Management, LLC | 0.17% | Reduce -0.1% | 77,348 | $1.9M |
| Heritage Wealth Management, Inc. | 1.22% | New | 77,000 | $1.9M |
| Ballast Rock Private Wealth LLC | 1.15% | — | 75,549 | $1.8M |
| Walkner Condon Financial Advisors LLC | 0.25% | Add +1.2% | 75,117 | $1.8M |
| MBE Wealth Management, LLC | 0.77% | Add +2.2% | 75,013 | $1.8M |
| Anderson Hoagland & Co. | 0.16% | Add +23.6% | 74,469 | $1.8M |
| OneAscent Financial Services LLC | 0.17% | Add +2.1% | 74,429 | $1.8M |
| IFP Advisors, Inc | 0.04% | Add +20.6% | 73,444 | $1.8M |
| Burk Holdings LLC | 0.84% | Add +38.5% | 71,885 | $1.8M |
| Diversified Trust Co. | 0.03% | Reduce -3.9% | 69,721 | $1.7M |
| Balanced Rock Investment Advisors LLC | 1.21% | Add +1.0% | 69,613 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Add +10750.8% | 67,926 | $1.7M |
| United Advisor Group, LLC | 0.21% | Add +21.2% | 67,818 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +80.9% | 67,744 | $1.7M |
| Compass Financial Group, INC | 0.24% | Add +33.2% | 67,588 | $1.6M |
| Mission Wealth Management, LP | 0.03% | Reduce -32.2% | 65,829 | $1.6M |
| EP Wealth Advisors, LLC | 0.01% | — | 64,514 | $1.6M |
| Clearview Wealth Advisors LLC | 0.99% | Add +7.8% | 64,164 | $1.6M |
| True Link Financial Advisors, LLC | 0.09% | Add +1.2% | 63,929 | $1.6M |
| Mendota Financial Group, LLC | 1.12% | Reduce -2.0% | 62,998 | $1.5M |
| Centurion Wealth Management LLC | 0.33% | Add +5.1% | 61,500 | $1.5M |
| Beacon Financial Advisory LLC | 0.34% | Add +27.5% | 61,048 | $1.5M |
| Pines Wealth Management, LLC | 0.47% | Add +10.9% | 60,196 | $1.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +1.0% | 59,692 | $1.5M |
| JDM Financial Group LLC | 0.56% | New | 59,502 | $1.5M |
| Atomic Invest LLC | 0.81% | — | 59,417 | $1.4M |
| Great Waters Wealth Management | 0.16% | Add +9.7% | 59,012 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.61% | Add +77.0% | 58,899 | $1.4M |
| Reality Financial Planning Services, LLC | 1.37% | — | 58,563 | $1.4M |
| ARK & TLK Investments, LLC | 0.39% | Add +7.2% | 58,360 | $1.4M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +13.6% | 57,704 | $1.4M |
| Calton & Associates, Inc. | 0.20% | Reduce -20.4% | 56,407 | $1.4M |
| Seek First Inc. | 0.93% | Add +2.2% | 55,534 | $1.4M |
| Hennion & Walsh Asset Management, Inc. | 0.05% | Reduce -4.7% | 54,350 | $1.3M |
| Bleakley Financial Group, LLC | 0.02% | Reduce -1.2% | 54,315 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -2.3% | 53,954 | $1.3M |
| MFG Wealth Management, Inc. | 1.01% | Reduce -0.2% | 53,088 | $1.3M |
| K2 Financial Inc. | 0.99% | Reduce -7.1% | 52,679 | $1.3M |
| Alteri Wealth LLC | 0.41% | Add +3.2% | 52,404 | $1.3M |
| Clear Investment Research, LLC | 2.12% | Add +7.5% | 52,387 | $1.3M |
| Rialto Wealth Management, LLC | 0.30% | Reduce -32.7% | 52,168 | $1.3M |
| Foster Victor Wealth Advisors, LLC | 0.07% | Add +9.0% | 52,131 | $1.3M |
| Pittenger & Anderson Inc. | 0.05% | Add +13.9% | 52,092 | $1.3M |
| New Hampshire Trust | 0.25% | Add +55.6% | 51,862 | $1.3M |
| Lummis Asset Management, LP | 0.78% | Reduce -3.1% | 51,780 | $1.3M |
| MPWM Advisory Solutions, LLC | 0.70% | Add +18.8% | 51,599 | $1.3M |
| Frontier Asset Management, LLC | 0.29% | Reduce -2.1% | 51,361 | $1.3M |
| Krilogy Financial LLC | 0.04% | Add +0.2% | 51,330 | $1.3M |
| OpenArc Corporate Advisory, LLC | 0.02% | — | 51,344 | $1.3M |
| Savvy Advisors, Inc. | 0.04% | Reduce -5.9% | 50,751 | $1.2M |
| HighPoint Advisor Group LLC | 0.03% | New | 50,602 | $1.2M |
| BCS Wealth Management | 0.12% | Add +116.6% | 50,446 | $1.2M |
| Nations Financial Group Inc, /Ia/ | 0.06% | Add +87.2% | 50,230 | $1.2M |
| Inspire Advisors, LLC | 0.11% | Add +16.2% | 50,065 | $1.2M |
| Alliance Wealth Management Group | 0.27% | Add +3.2% | 50,051 | $1.2M |
| Towercrest Capital Management | 0.19% | Add +3.2% | 50,051 | $1.2M |
| Veery Capital, LLC | 0.37% | Reduce -4.6% | 49,835 | $1.2M |
| Sellwood Investment Partners LLC | 0.47% | Reduce -53.6% | 49,240 | $1.2M |
| Cape Cod Five Cents Savings Bank | 0.11% | No change | 24,499 | $1.2M |
| Barnes Dennig Private Wealth Management LLC | 1.20% | Add +13.9% | 49,183 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +21.0% | 51,008 | $1.2M |
| Avestar Capital, LLC | 0.08% | No change | 48,000 | $1.2M |
| Bright Futures Wealth Management, LLC. | 0.87% | Add +12.3% | 47,708 | $1.2M |
| Evermay Wealth Management LLC | 0.13% | Reduce -0.5% | 47,614 | $1.2M |
| Ethos Financial Group, LLC | 0.09% | Add +1.7% | 47,456 | $1.2M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -40.9% | 45,328 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.14% | Reduce -8.4% | 45,182 | $1.1M |
| Evanson Asset Management, LLC | 0.06% | Add +2.4% | 44,984 | $1.1M |
| Vident Advisory, LLC | 0.01% | Reduce -6.8% | 44,666 | $1.1M |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -30.1% | 44,292 | $1.1M |
| Kestra Advisory Services, LLC | 0.00% | Add +16.2% | 44,224 | $1.1M |
| Tempus Wealth Planning, LLC | 0.25% | Add +14.0% | 44,098 | $1.1M |
| Pacific Capital Wealth Advisors, Inc. | 0.18% | Add +0.8% | 43,961 | $1.1M |
| Twele Capital Management, Inc. | 0.19% | Add +4.1% | 43,735 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.9% | 43,415 | $1.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -78.9% | 43,289 | $1.1M |
| Vista Cima Wealth Management LLC | 0.88% | Add +0.7% | 43,172 | $1.1M |
| Wealthspire Retirement, LLC | 0.06% | Add +0.6% | 43,047 | $1.0M |
| Win Advisors, Inc. | 0.44% | Reduce -8.8% | 42,889 | $1.0M |
| Coordinated Financial Services, Inc. | 0.61% | Add +25.7% | 42,757 | $1.0M |
| Birmingham Capital Management Co. Inc. | 0.46% | Reduce -41.6% | 42,600 | $1.0M |
| Ausdal Financial Partners, Inc. | 0.05% | Reduce -22.6% | 42,540 | $1.0M |
| Guardian Financial Partners, LLC | 0.43% | Add +0.3% | 42,103 | $1.0M |
| Mission Hills Financial Advisory, LLC | 0.53% | Add +63.3% | 40,929 | $997K |
| Kingsview Wealth Management, LLC | 0.01% | Add +0.1% | 40,882 | $996K |
| LifePlan Financial, LLC | 0.76% | Reduce -1.2% | 40,710 | $992K |
| Sherman Asset Management, Inc. | 0.82% | Add +5.8% | 39,861 | $971K |
| Renaissance Technologies | 0.00% | Reduce -97.8% | 39,823 | $970K |
| Asset One Wealth Management LLC | 0.13% | — | 38,939 | $947K |
| Smart Portfolios, LLC | 0.93% | No change | 38,430 | $937K |
| Team Financial Group, LLC | 0.42% | Add +60.2% | 38,136 | $929K |
| Fiduciary Trust Co | 0.01% | New | 38,056 | $927K |
| Elmwood Wealth Management, Inc. | 0.29% | No change | 38,000 | $926K |
| Rede Wealth, LLC | 0.32% | New | 37,956 | $925K |
| McCartney Wealth Management LLC | 0.80% | — | 37,842 | $922K |
| ARS Wealth Advisors Group, LLC | 0.08% | No change | 37,803 | $921K |
| Park National Corp. | 0.03% | New | 37,404 | $912K |
| Accurate Wealth Management, LLC | 0.12% | Reduce -0.1% | 37,312 | $909K |
| Corient Private Wealth LP | 0.00% | Add +38.2% | 37,066 | $903K |
| Family Investment Center, Inc. | 0.18% | Add +0.8% | 36,852 | $898K |
| Exencial Wealth Advisors, LLC | 0.03% | Add +1.7% | 36,782 | $896K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.73% | Reduce -0.3% | 36,378 | $887K |
| Cumberland Partners Ltd | 0.05% | Add +1.0% | 36,346 | $886K |
| BDFS Capital LLC | 0.44% | — | 36,117 | $880K |
| MADDEN SECURITIES Corp | 0.26% | Add +12.8% | 35,581 | $867K |
| South Plains Financial, Inc. | 0.51% | No change | 35,436 | $863K |
| Lumbard & Kellner, LLC | 0.30% | Reduce -18.7% | 34,964 | $852K |
| Simplicity Wealth,LLC | 0.05% | Add +6.0% | 34,919 | $851K |
| D.B. Root & Company, LLC | 0.21% | Reduce -14.8% | 34,702 | $846K |
| Cwm, LLC | 0.00% | Reduce -49.2% | 34,461 | $840K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | Reduce -9.8% | 34,431 | $839K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +6.8% | 33,721 | $822K |
| Kuhn & Co Investment Counsel | 0.55% | Add +0.3% | 33,684 | $821K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.4% | 33,318 | $812K |
| UMB Bank, n.a. | 0.01% | Add +21.4% | 32,809 | $800K |
| Cambridge Advisors Inc. | 0.15% | No change | 32,757 | $798K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -25.6% | 32,502 | $792K |
| Downshift Financial, LLC | 0.48% | — | 31,838 | $775K |
| Seneca Financial Advisors LLC | 0.24% | Reduce -23.8% | 31,699 | $772K |
| Granville Capital, Inc. | 0.41% | — | 31,470 | $767K |
| Hidden Cove Wealth Management, LLC | 0.50% | Reduce -25.3% | 31,470 | $767K |
| BNP Paribas | 0.02% | Add +12.7% | 31,454 | $767K |
| Global Trust Asset Management, LLC | 0.30% | Reduce -5.3% | 31,000 | $755K |
| VanderPol Investments L.L.C. | 1.44% | Add +18.5% | 30,910 | $753K |
| Altfest L J & Co. Inc. | 0.08% | Add +1.6% | 30,311 | $739K |
| Atria Investments, Inc | 0.01% | Reduce -46.0% | 30,183 | $736K |
| Chilton Investment Co. Inc. | 0.02% | No change | 29,910 | $729K |
| L.K. Benson & Company, P.C. | 0.37% | Add +83.6% | 29,866 | $728K |
| Pasadena Private Wealth, LLC | 0.10% | Reduce -47.2% | 29,755 | $725K |
| Aegis Wealth Management LLC | 0.41% | Add +19.9% | 29,638 | $722K |
| Equitable Holdings, Inc. | 0.00% | Add +1.9% | 29,576 | $721K |
| Silver Oak Securities, Incorporated | 0.05% | Add +116.1% | 29,463 | $718K |
| Western Wealth Management, LLC | 0.03% | Reduce -1.6% | 29,246 | $713K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -63.6% | 29,222 | $712K |
| Spinnaker Investment Group, LLC | 0.13% | Reduce -1.7% | 28,870 | $704K |
| Hexagon Capital Partners LLC | 0.13% | Reduce -48.4% | 28,535 | $695K |
| Traub Capital Management LLC | 0.67% | Reduce -0.4% | 28,412 | $692K |
| HBK Sorce Advisory LLC | 0.02% | Add +15.7% | 28,373 | $691K |
| Diversified Enterprises, LLC | 0.04% | Add +49.4% | 28,346 | $691K |
| Madden Advisory Services, Inc. | 0.28% | Add +5.5% | 28,273 | $689K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -2.3% | 28,126 | $685K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -17.1% | 27,395 | $668K |
| Comerica Bank | 0.00% | Reduce -3.4% | 27,380 | $667K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -41.3% | 27,040 | $659K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -6.1% | 26,896 | $655K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.08% | — | 26,844 | $654K |
| EJMK Ventures LLC | 0.40% | — | 26,633 | $649K |
| Vantage Financial Partners, LLC | 0.13% | Reduce -6.4% | 26,512 | $646K |
| Weitzel Financial Services, Inc. | 0.25% | Reduce -4.1% | 26,359 | $642K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -5.4% | 26,057 | $635K |
| Independent Financial Group, LLC | 0.01% | Add +31.3% | 25,892 | $631K |
| Noble Family Wealth, LLC | 0.13% | Add +18.4% | 25,842 | $630K |
| Planned Solutions, Inc. | 0.20% | Reduce -20.9% | 25,696 | $626K |
| Laurel Oak Wealth Management, LLC | 0.11% | — | 25,674 | $626K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -90.4% | 25,665 | $625K |
| Stewardship Advisors, LLC | 0.14% | Add +1.1% | 25,657 | $625K |
| Amicus Financial Advisors, LLC | 0.17% | — | 25,285 | $616K |
| Florida Financial Advisors, LLC | 0.17% | Add +41.4% | 25,160 | $613K |
| Two Sigma Securities, LLC | 0.08% | Reduce -70.4% | 25,047 | $610K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.2% | 24,935 | $608K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +21.2% | 24,263 | $591K |
| Citadel Advisors | 0.00% | Reduce -63.6% | 23,641 | $576K |
| Chicago Partners Investment Group LLC | 0.01% | Add +41.9% | 23,629 | $576K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 23,591 | $575K |
| Hartline Investment Corp./ | 0.06% | Reduce -15.4% | 23,550 | $574K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.0% | 22,988 | $560K |
| Live Oak Private Wealth LLC | 0.08% | Add +2.2% | 22,930 | $559K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.6% | 22,925 | $559K |
| Nelson Capital Management, LLC | 0.07% | Reduce -4.1% | 22,872 | $557K |
| Old National Bancorp | 0.01% | Add +19.4% | 22,737 | $554K |
| VSM Wealth Advisory, LLC | 0.16% | Reduce -11.8% | 22,243 | $542K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.5% | 21,758 | $530K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.9% | 21,706 | $529K |
| Thrivent Financial for Lutherans | 0.00% | New | 21,637 | $527K |
| Stonekeep Investments, LLC | 0.34% | Add +53.1% | 21,558 | $525K |
| Unify Financial Advisors | 0.55% | — | 21,473 | $523K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +2.5% | 21,196 | $517K |
| Brucke Financial, Inc. | 0.28% | Reduce -1.5% | 21,004 | $512K |
| Fortis Capital Advisors, LLC | 0.07% | Add +45.0% | 20,730 | $505K |
| Belpointe Asset Management LLC | 0.02% | Reduce -16.4% | 20,730 | $505K |
| Retirement Capital Strategies | 0.19% | No change | 20,695 | $504K |
| Blossom Wealth Management | 0.82% | Reduce -9.4% | 20,286 | $494K |
| Park Avenue Securities LLC | 0.00% | New | 20,040 | $488K |
| REDW Wealth LLC | 0.19% | Reduce -2.8% | 19,959 | $486K |
| Joule Financial, LLC | 0.14% | Reduce -21.4% | 19,750 | $481K |
| HC Advisors, LLC | 0.33% | Reduce -0.5% | 19,661 | $479K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -0.2% | 19,522 | $476K |
| Jacobi Capital Management LLC | 0.03% | Reduce -2.9% | 19,256 | $469K |
| Natixis Advisors, LLC | 0.00% | Add +8.7% | 19,246 | $469K |
| Independent Wealth Network Inc. | 0.14% | Add +2.0% | 19,162 | $467K |
| Kings Path Partners LLC | 0.16% | Reduce -3.4% | 18,799 | $458K |
| 1620 Investment Advisors, Inc. | 0.31% | Reduce -1.7% | 18,796 | $458K |
| Bragg Financial Advisors, Inc | 0.01% | No change | 18,763 | $457K |
| Avant Financial Advisors LLC | 0.33% | No change | 18,742 | $457K |
| Wedbush Securities Inc. | 0.01% | Reduce -0.8% | 18,634 | $454K |
| Mainstream Capital Management LLC | 0.30% | Reduce -10.2% | 18,624 | $454K |
| Clearstead Advisors, LLC | 0.01% | Add +0.3% | 18,615 | $454K |
| Titleist Asset Management, LLC | 0.04% | Reduce -4.4% | 18,570 | $453K |
| Arax Advisory Partners | 0.01% | New | 18,466 | $450K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.5% | 18,337 | $447K |
| Somerset Group LLC | 0.34% | Reduce -1.3% | 18,334 | $447K |
| Birchbrook, Inc. | 0.22% | Add +3.1% | 17,992 | $438K |
| Pacific Park Financial, Inc. | 0.27% | — | 17,822 | $434K |
| Tactive Advisors, LLC | 0.13% | Add +4.4% | 17,765 | $433K |
| NewCorp Financial Services, Inc. | 0.38% | — | 17,635 | $430K |
| Signet Investment Advisory Group, Inc. | 0.20% | Add +1.5% | 17,606 | $429K |
| Blom & Howell Financial Planning, Inc. | 0.43% | — | 17,578 | $428K |
| Onyx Bridge Wealth Group LLC | 0.04% | New | 17,229 | $420K |
| Signature Resources Capital Management, LLC | 0.21% | Add +3.9% | 17,182 | $419K |
| Robinson Smith Wealth Advisors LLC | 0.28% | Reduce -31.6% | 17,094 | $417K |
| Per Stirling Capital Management, LLC. | 0.05% | No change | 16,944 | $413K |
| Leading Edge Financial Planning LLC | 0.09% | Reduce -21.8% | 16,846 | $411K |
| Howe & Rusling Inc. | 0.03% | New | 16,747 | $408K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 16,581 | $404K |
| Arkadios Wealth Advisors | 0.01% | Add +20.5% | 16,479 | $402K |
| Advisor Resource Council | 0.14% | New | 16,355 | $398K |
| Enclave Advisors LLC | 0.06% | New | 16,291 | $397K |
| First County Bank | 0.21% | Add +3.9% | 15,981 | $389K |
| Gradient Capital Advisors, LLC | 0.10% | Add +36.9% | 15,949 | $389K |
| Baker Avenue Asset Management, LP | 0.01% | No change | 15,728 | $383K |
| Dopkins Wealth Management, LLC | 0.16% | No change | 15,609 | $380K |
| TFB Advisors LLC | 0.10% | Reduce -4.5% | 15,424 | $376K |
| Valtinson Bruner Financial Planning LLC | 0.11% | Reduce -3.2% | 15,087 | $368K |
| Chilton Capital Management LLC | 0.01% | Add +30.5% | 15,074 | $367K |
| Ceeto Capital Group, LLC | 0.11% | No change | 15,000 | $366K |
| Archer Investment Management, LLC | 0.20% | Reduce -9.8% | 14,902 | $363K |
| Genesee Capital Advisors, LLC | 0.15% | Reduce -0.6% | 14,831 | $361K |
| Signature Estate & Investment Advisors LLC | 0.01% | No change | 14,820 | $361K |
| Cahill Financial Advisors Inc. | 0.04% | Reduce -21.7% | 14,809 | $361K |
| Quantinno Capital Management LP | 0.00% | New | 14,752 | $360K |
| Nwam LLC | 0.02% | Add +0.0% | 14,747 | $359K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +47.1% | 14,731 | $359K |
| Clay Northam Wealth Management, LLC | 0.20% | Reduce -5.2% | 14,700 | $358K |
| Empirical Asset Management, LLC | 0.10% | Add +5.7% | 14,647 | $357K |
| Lauterbach Financial Advisors, LLC | 0.17% | Add +0.7% | 14,381 | $350K |
| Hardin Capital Partners, LLC | 0.16% | Add +0.8% | 14,315 | $349K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 14,202 | $346K |
| Arkfeld Wealth Strategies, L.L.C. | 0.12% | Add +1.0% | 14,085 | $343K |
| Davis Wealth Advisors, LLC | 0.28% | Add +0.3% | 13,894 | $339K |
| Latitude Advisors, LLC | 0.15% | Add +1.3% | 13,744 | $335K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +6.0% | 13,722 | $334K |
| Financial Architects, LLC | 0.18% | Add +0.8% | 13,490 | $329K |
| CGN Advisors LLC | 0.03% | Add +5.4% | 13,439 | $328K |
| Revisor Wealth Management LLC | 0.09% | Add +3.1% | 13,443 | $327K |
| McBroom & Associates, LLC | 0.16% | Reduce -49.3% | 13,296 | $324K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -21.2% | 13,011 | $317K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -28.6% | 12,992 | $317K |
| Litman Gregory Wealth Management LLC | 0.02% | No change | 12,875 | $314K |
| Smartleaf Asset Management LLC | 0.01% | Add +1130.2% | 12,585 | $307K |
| Sonoma Private Wealth LLC | 0.37% | No change | 12,581 | $307K |
| Friedenthal Financial | 0.16% | Reduce -18.2% | 12,373 | $302K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -4.6% | 12,283 | $299K |
| Trust Co. of Vermont | 0.01% | Add +3173.3% | 12,242 | $298K |
| Scratch Capital LLC | 0.19% | Reduce -0.2% | 12,221 | $298K |
| Brewster Financial Planning LLC | 0.18% | Add +2.5% | 12,005 | $293K |
| Signet Financial Management, LLC | 0.03% | Add +11.1% | 11,961 | $291K |
| Fairman Group, LLC | 0.23% | No change | 11,925 | $291K |
| Inman Jager Wealth Management, LLC | 0.18% | Add +3.5% | 11,914 | $290K |
| Graves Light Lenhart Wealth, Inc. | 0.03% | Reduce -6.5% | 11,910 | $290K |
| CVA Family Office, LLC | 0.03% | Reduce -1.5% | 11,813 | $288K |
| American Capital Advisory, LLC | 0.12% | Reduce -45.5% | 11,724 | $286K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +14.5% | 11,718 | $286K |
| Kilner Capital Advisors, LLC | 0.27% | — | 11,591 | $282K |
| Brown Advisory Inc. | 0.00% | Reduce -29.8% | 11,519 | $281K |
| Advisory Services Network, LLC | 0.00% | Reduce -22.6% | 11,474 | $280K |
| RFG Advisory, LLC | 0.01% | Add +14.4% | 11,373 | $277K |
| Rockbridge Investment Management, LCC | 0.03% | No change | 11,365 | $277K |
| Vermillion Wealth Management, Inc. | 0.11% | Add +399.2% | 11,267 | $275K |
| Lynx Investment Advisory | 0.15% | Add +19.7% | 11,263 | $274K |
| Modera Wealth Management, LLC | 0.00% | Add +20.4% | 11,253 | $274K |
| AQR Capital Management | 0.00% | Add +0.0% | 11,082 | $270K |
| &partners | 0.00% | Reduce -28.5% | 11,005 | $267K |
| Cassady Wealth & Retirement Planning, LLC | 0.17% | — | 10,949 | $267K |
| WMG Financial Advisors, LLC | 0.11% | Add +0.6% | 10,814 | $264K |
| Core Wealth Partners LLC | 0.12% | Reduce -51.5% | 10,626 | $259K |
| Zullo Investment Group, Inc. | 0.09% | Reduce -4.5% | 10,559 | $257K |
| Tiemann Investment Advisors, LLC | 0.10% | No change | 10,450 | $255K |
| Cedarwood Wealth LLC | 0.28% | — | 10,442 | $255K |
| Apeiron RIA LLC | 0.05% | Add +3.3% | 10,393 | $253K |
| Aull & Monroe Investment Management Corp | 0.13% | Reduce -0.9% | 10,316 | $251K |
| StoneX Group Inc. | 0.01% | Reduce -95.7% | 10,307 | $251K |
| Daybright Advisory Services, Inc. | 0.07% | — | 10,186 | $248K |
| Alpha Omega Wealth Management LLC | 0.04% | No change | 10,149 | $247K |
| Wealthcare Capital Partners, LLC | 0.11% | Reduce -15.7% | 10,000 | $244K |
| Valley Forge Investment Consultants Inc. Adv | 0.07% | Add +19.2% | 9,997 | $244K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -5.0% | 9,993 | $244K |
| Townsquare Capital LLC | 0.05% | Reduce -6.5% | 9,911 | $242K |
| PFG Advisors | 0.01% | Add +9.1% | 9,911 | $242K |
| FMR LLC | 0.00% | Add +1.4% | 9,867 | $240K |
| Investment Planning Advisors, Inc. | 0.07% | Add +0.9% | 9,746 | $238K |
| Cogent Private Wealth, Inc. | 0.18% | — | 9,701 | $236K |
| Morling Financial Advisors, LLC | 0.07% | Add +40.2% | 9,689 | $236K |
| Soltis Investment Advisors LLC | 0.02% | Reduce -2.2% | 9,583 | $234K |
| LaSalle St. Investment Advisors, LLC | 0.04% | New | 9,565 | $233K |
| Generation Capital Management LLC | 0.15% | No change | 9,514 | $232K |
| Tuttle Capital Management, LLC | 0.51% | New | 9,500 | $232K |
| American Institute for Advanced Investment Management, LLP | 0.15% | No change | 9,500 | $232K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +3.1% | 9,385 | $229K |
| Root Financial Partners, LLC | 0.01% | Add +3590.9% | 9,375 | $228K |
| WPG Advisers, LLC | 0.17% | Add +0.3% | 9,312 | $227K |
| Earned Wealth Advisors, LLC | 0.02% | New | 9,250 | $225K |
| Great Valley Advisor Group, Inc. | 0.00% | Add +0.1% | 9,212 | $224K |
| Advisor OS, LLC | 0.02% | Add +7.8% | 9,178 | $224K |
| Meridian Wealth Management, LLC | 0.01% | Add +1.9% | 8,926 | $218K |
| Blume Capital Management, Inc. | 0.04% | No change | 8,898 | $217K |
| Fiduciary Alliance LLC | 0.01% | New | 8,808 | $215K |
| Wbi Investments, LLC | 0.06% | Reduce -45.9% | 8,790 | $214K |
| Myecfo, LLC | 0.09% | Reduce -22.6% | 8,763 | $214K |
| Wesbanco Bank Inc. | 0.01% | Reduce -65.8% | 8,720 | $213K |
| Firestone Capital Management | 0.04% | New | 8,677 | $211K |
| Strategic Advocates LLC | 0.05% | No change | 8,550 | $208K |
| Weatherly Asset Management L. P. | 0.02% | No change | 8,500 | $207K |
| Beverly Hills Private Wealth, LLC | 0.04% | Add +0.5% | 8,440 | $206K |
| Nalls Sherbakoff Group, LLC | 0.15% | No change | 8,413 | $205K |
| Accelerate Investment Advisors LLC | 0.14% | Reduce -2.3% | 8,388 | $204K |
| Betterment LLC | 0.00% | New | 8,367 | $204K |
| Autumn Glory Partners, LLC | 0.07% | New | 8,363 | $204K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.6% | 8,335 | $203K |
| TPG Advisors LLC | 0.13% | Reduce -2.8% | 8,289 | $202K |
| Traphagen Investment Advisors LLC | 0.02% | Add +0.0% | 8,265 | $201K |
| White Lighthouse Investment Management Inc. | 0.03% | No change | 8,260 | $201K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.9% | 7,966 | $194K |
| Bitterroot Capital Advisors LLC | 0.13% | — | 7,886 | $192K |
| Cape Investment Advisory, Inc. | 0.06% | Add +46.1% | 7,844 | $191K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -30.4% | 7,628 | $186K |
| Bulwark Capital Corp | 0.13% | Reduce -92.6% | 7,312 | $178K |
| Daytona Street Capital LLC | 0.13% | — | 6,943 | $169K |
| Contravisory Investment Management, Inc. | 0.03% | No change | 6,420 | $156K |
| Marshall & Sterling Wealth Advisors Inc. | 0.10% | Add +1.3% | 6,259 | $153K |
| Capital Analysts, LLC | 0.00% | Add +18.6% | 5,812 | $141K |
| SRH Advisors, LLC | 0.04% | Reduce -25.9% | 5,640 | $137K |
| Fourth Dimension Wealth, LLC | 0.05% | Reduce -0.6% | 5,373 | $131K |
| TD Private Client Wealth LLC | 0.00% | No change | 5,188 | $126K |
| Larson Financial Group LLC | 0.00% | Reduce -0.8% | 5,109 | $125K |
| AE Wealth Management LLC | 0.00% | Add +10.4% | 5,054 | $123K |
| Legacy Bridge, LLC | 0.05% | No change | 4,600 | $112K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +0.9% | 4,595 | $112K |
| High Note Wealth, LLC | 0.02% | No change | 4,389 | $107K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 4,243 | $103K |
| CENTRAL TRUST Co | 0.00% | Reduce -44.2% | 4,045 | $99K |
| Whittier Trust Co. | 0.00% | New | 4,010 | $98K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,980 | $97K |
| Eastern Bank | 0.00% | Reduce -20.5% | 3,862 | $94K |
| Qube Research & Technologies Ltd | 0.00% | New | 3,615 | $88K |
| Bogart Wealth, LLC | 0.00% | Add +11.0% | 3,605 | $88K |
| Rice Partnership, LLC | 0.01% | New | 3,345 | $82K |
| Comprehensive Financial Planning, Inc. | 0.05% | Reduce -2.8% | 3,189 | $78K |
| Bokf, NA | 0.00% | Add +51.7% | 3,186 | $78K |
| Costello Asset Management, INC | 0.02% | Reduce -16.7% | 2,680 | $65K |
| Smithfield Trust Co | 0.00% | Add +30.0% | 2,600 | $64K |
| Richards, Merrill & Peterson, Inc. | 0.02% | No change | 2,622 | $64K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +30.6% | 2,571 | $63K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 2,524 | $62K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -15.8% | 2,446 | $60K |
| Blue Trust, Inc. | 0.00% | Add +14.7% | 2,405 | $59K |
| Valeo Financial Advisors, LLC | 0.00% | Reduce -15.9% | 14,503 | $56K |
| Tradewinds Capital Management, LLC | 0.01% | Add +0.2% | 2,282 | $56K |
| Crewe Advisors LLC | 0.00% | New | 2,209 | $54K |
| Private Trust Co. NA | 0.00% | Reduce -59.0% | 2,116 | $52K |
| Measured Wealth Private Client Group, LLC | 0.01% | Add +25.7% | 2,107 | $51K |
| Bellevue Asset Management, LLC | 0.02% | Add +1.2% | 2,049 | $50K |
| MidAtlantic Capital Management, Inc. | 0.03% | New | 1,984 | $48K |
| Front Row Advisors LLC | 0.01% | No change | 1,676 | $41K |
| Gilpin Wealth Management, LLC | 0.03% | — | 1,600 | $39K |
| Grey Ledge Advisors, LLC | 0.01% | Add +5.1% | 1,452 | $35K |
| Sound Income Strategies, LLC | 0.00% | Add +0.5% | 1,404 | $34K |
| NBT Bank, N.A. | 0.00% | No change | 24 | $32K |
| CoreCap Advisors, LLC | 0.00% | Add +10.0% | 1,300 | $32K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 1,247 | $30K |
| Simplex Trading, LLC | 0.00% | Add +5315.0% | 1,083 | $26K |
| Kennebec Savings Bank | 0.02% | Reduce -4.0% | 1,066 | $26K |
| Dorato Capital Management | 0.02% | — | 1,063 | $26K |
| CIBC Private Wealth Group LLC | 0.00% | Add +138.7% | 1,031 | $25K |
| Vision Financial Markets LLC | 0.02% | No change | 1,000 | $24K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +3891.3% | 918 | $22K |
| Tower View Wealth Management LLC | 0.01% | Add +1.3% | 892 | $22K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -34.2% | 872 | $21K |
| NFSG Corp | 0.00% | New | 864 | $21K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 844 | $21K |
| Lanark Financial, Inc. | 0.00% | Add +56.6% | 838 | $20K |
| Caitlin John, LLC | 0.01% | No change | 832 | $20K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 828 | $20K |
| Vision Retirement, LLC | 0.01% | — | 813 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 810 | $20K |
| Avion Wealth | 0.00% | No change | 780 | $19K |
| Golden State Wealth Management, LLC | 0.00% | Add +8.2% | 683 | $17K |
| Fort Vancouver Investment Management, LLC | 0.01% | Add +1.4% | 677 | $16K |
| Franklin Resources Inc. | 0.00% | No change | 664 | $16K |
| Westfuller Advisors, LLC | 0.01% | No change | 632 | $15K |
| Davis Capital Management | 0.01% | Reduce -26.7% | 628 | $15K |
| Ameriflex Group, Inc. | 0.01% | New | 589 | $14K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -27.4% | 552 | $13K |
| Fifth Third Bancorp | 0.00% | Reduce -92.0% | 540 | $13K |
| McIlrath & Eck, LLC | 0.00% | No change | 538 | $13K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 529 | $13K |
| Center for Financial Planning, Inc. | 0.00% | New | 501 | $12K |
| Federated Hermes, Inc. | 0.00% | New | 478 | $12K |
| WealthShield Partners, LLC | 0.00% | No change | 464 | $11K |
| Chapman Financial Group, LLC | 0.01% | No change | 436 | $11K |
| Lodestone Wealth Management LLC | 0.00% | New | 432 | $11K |
| Parallel Advisors, LLC | 0.00% | Add +107.3% | 423 | $10K |
| Glen Eagle Advisors, LLC | 0.00% | Add +2.5% | 410 | $10K |
| Fortis Group Advisors, LLC | 0.00% | No change | 402 | $10K |
| Sunbelt Securities, Inc. | 0.00% | New | 359 | $9K |
| Arcadia Investment Advisors LLC | 0.00% | No change | 356 | $9K |
| International Assets Investment Management, LLC | 0.00% | New | 350 | $9K |
| Parkside Financial Bank & Trust | 0.00% | No change | 310 | $8K |
| Westside Investment Management, Inc. | 0.00% | No change | 302 | $7K |
| Geneos Wealth Management Inc. | 0.00% | No change | 280 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 280 | $7K |
| Cordant, Inc. | 0.00% | Reduce -40.1% | 267 | $7K |
| St Germain D J Co. Inc. | 0.00% | No change | 259 | $6K |
| Bessemer Group Inc. | 0.00% | Reduce -67.1% | 257 | $6K |
| Barrett & Company, Inc. | 0.00% | No change | 216 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 186 | $5K |
| Optima Capital LLC | 0.00% | New | 172 | $4K |
| Asset Dedication, LLC | 0.00% | Add +0.6% | 171 | $4K |
| Hantz Financial Services, Inc. | 0.00% | New | 169 | $4K |
| SageView Advisory Group, LLC | 0.00% | New | 158 | $4K |
| Private Wealth Asset Management, LLC | 0.00% | New | 157 | $4K |
| Quantum Capital Management, LLC / NJ | 0.00% | No change | 156 | $4K |
| United Financial Planning Group LLC | 0.00% | New | 147 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 144 | $4K |
| GeoWealth Management, LLC | 0.00% | New | 137 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 119 | $3K |
| Montag A & Associates Inc. | 0.00% | No change | 118 | $3K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 86 | $2K |
| Tucker Asset Management LLC | 0.00% | New | 82 | $2K |
| Game Plan Financial Advisors, LLC | 0.00% | Add +1.4% | 73 | $2K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -11.8% | 67 | $2K |
| Rossby Financial, LCC | 0.00% | No change | 64 | $2K |
| Triumph Capital Management | 0.00% | New | 64 | $2K |
| SJS Investment Consulting Inc. | 0.00% | New | 49 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 74 | $1K |
| Hanson & Doremus Investment Management | 0.00% | New | 23 | $1K |
| Olistico Wealth, LLC | 0.00% | New | 41 | $999 |
| Wagner Wealth Management, LLC | 0.00% | Add +2.9% | 35 | $847 |
| Spire Wealth Management | 0.00% | No change | 31 | $755 |
| Ankerstar Wealth, LLC | 0.00% | — | 4 | $97 |
| KERR FINANCIAL PLANNING Corp | 0.00% | New | 4 | $97 |
| National Bank of Canada | 0.00% | Reduce -100.0% | 3 | $73 |
| LGT Financial Advisors LLC | 0.00% | Reduce -98.7% | 2 | $49 |
| Signaturefd, LLC | 0.00% | No change | 1 | $25 |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 11 | $0 |
"% 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.