Schwab U.S. Tips ETFSCHPETF
13F holders, Q2 2024 (June 30)654holders +11
66new positions
62sold out
1famous investor
$51.85avg. 13F price*
At the end of Q2 2024, 654 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 11 from Q1 2024. 66 opened new positions and 62 sold out. The largest holders were Charles Schwab Investment Management Inc. ($1.1B), Empower Advisory Group, LLC ($877.8M) and Quadratic Capital Management LLC ($526.8M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $174.8M |
| Exits | 62 | $52.7M |
All 13F filers, Q1 2024 → Q2 2024: 37,003,975 shares bought and 10,807,099 shares sold, net +26,196,876 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 654 holders
| Charles Schwab Investment Management Inc. | 0.21% | Add +691.4% | 20,986,803 | $1.1B |
| Empower Advisory Group, LLC | 3.26% | Add +6.0% | 16,878,442 | $877.8M |
| Quadratic Capital Management LLC | 96.40% | Reduce -17.5% | 10,128,996 | $526.8M |
| JPMorgan Chase & Co. | 0.04% | Add +79.5% | 8,513,264 | $442.8M |
| Sei Investments Co. | 0.39% | Add +0.5% | 5,346,672 | $278.1M |
| Voya Investment Management LLC | 0.30% | Add +2.3% | 5,146,091 | $267.6M |
| Lincoln National Corp. | 7.19% | Add +18532.4% | 4,087,949 | $212.6M |
| Jasper Ridge Partners, L.P. | 6.25% | Add +11.5% | 3,712,494 | $193.1M |
| Alliancebernstein L.P. | 0.07% | Add +7.7% | 3,606,102 | $187.6M |
| Cerity Partners LLC | 0.46% | Add +3.8% | 3,274,410 | $170.3M |
| Nepc LLC | 5.10% | Add +15.1% | 2,971,211 | $154.5M |
| CENTRAL TRUST Co | 3.61% | Add +10.0% | 2,837,161 | $147.6M |
| Alesco Advisors, LLC, An ESL Co | 4.53% | Add +2.5% | 2,657,675 | $138.2M |
| Goldman Sachs Group Inc. | 0.03% | Reduce -37.0% | 2,602,253 | $135.3M |
| Cerity Partners OCIO LLC | 9.99% | — | 2,508,540 | $130.5M |
| Elm Partners Management LLC | 7.02% | Add +53.8% | 1,756,878 | $91.4M |
| UBS Group AG | 0.03% | Add +0.1% | 1,746,050 | $90.8M |
| Ameriprise Financial Inc. | 0.02% | Add +1.8% | 1,734,138 | $90.3M |
| US Bancorp \de | 0.11% | Add +47.1% | 1,512,414 | $78.7M |
| Sensible Financial Planning & Management, LLC. | 16.52% | Add +1.4% | 1,470,342 | $76.5M |
| Envestnet Asset Management Inc. | 0.03% | Add +24.6% | 1,467,323 | $76.3M |
| Morgan Stanley | 0.01% | Add +0.9% | 1,422,054 | $74.0M |
| Wealthfront Advisers LLC | 0.20% | Reduce -6.9% | 1,146,923 | $59.7M |
| Bank of New York Mellon Corp | 0.01% | Add +26.8% | 1,111,810 | $57.8M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Reduce -21.4% | 1,021,520 | $53.1M |
| Bank of America Corp. | 0.00% | Add +5.1% | 950,395 | $49.4M |
| Prime Capital Investment Advisors, LLC | 0.73% | Reduce -0.9% | 944,418 | $49.1M |
| Greenline Partners, LLC | 6.89% | New | 878,313 | $45.3M |
| Litman Gregory Wealth Management LLC | 3.96% | Reduce -8.8% | 858,298 | $44.6M |
| Lutz Financial Services LLC | 3.87% | Add +3.0% | 853,726 | $44.4M |
| Assetmark, Inc. | 0.12% | Add +53.2% | 748,369 | $38.9M |
| Stephens Group Asset Management, LLC | 3.55% | Add +0.2% | 748,352 | $38.9M |
| Oikos Holdings LLC | 9.05% | New | 734,367 | $38.2M |
| Fund Evaluation Group, LLC | 2.31% | Reduce -7.5% | 724,000 | $37.7M |
| State Street Corp. | 0.00% | Add +5.1% | 714,976 | $37.2M |
| Wells Fargo & Company | 0.01% | Reduce -4.3% | 710,013 | $36.9M |
| Temasek Holdings (Private) Ltd | 0.17% | No change | 705,000 | $36.7M |
| Sumitomo Life Insurance Co. | 0.84% | Add +52.8% | 699,400 | $36.2M |
| LifeGuide Financial Advisors, LLC | 17.33% | Add +6.9% | 685,788 | $35.7M |
| Pure Financial Advisors, LLC | 0.96% | Add +5.0% | 664,680 | $34.6M |
| Full Sail Capital, LLC | 2.31% | Add +6.3% | 660,753 | $34.4M |
| Wealthcare Advisory Partners LLC | 1.05% | Reduce -3.0% | 645,666 | $33.6M |
| BlueSky Wealth Advisors, LLC | 5.36% | New | 612,747 | $31.9M |
| Simplify Asset Management Inc. | 2.77% | New | 605,686 | $31.5M |
| Arax Advisory Partners | 3.04% | Add +3.7% | 599,877 | $31.2M |
| Korea Investment CORP | 0.08% | No change | 580,000 | $30.2M |
| Financial Architects, LLC | 20.24% | Add +3.3% | 572,338 | $29.8M |
| Matrix Trust Co | 6.48% | Add +1.6% | 552,036 | $28.7M |
| Kohmann Bosshard Financial Services, LLC | 3.73% | Add +53.8% | 532,387 | $27.7M |
| Joseph Group Capital Management | 13.44% | Add +3.1% | 497,684 | $25.9M |
| Advisory Alpha, LLC | 0.99% | Add +0.0% | 483,222 | $25.1M |
| Willow Creek Wealth Management Inc. | 2.75% | Add +15.1% | 464,540 | $24.2M |
| Savant Capital, LLC | 0.24% | Reduce -3.5% | 460,821 | $24.0M |
| Navalign, LLC | 7.43% | Add +5.4% | 452,865 | $23.6M |
| LPL Financial LLC | 0.01% | Reduce -5.3% | 450,241 | $23.4M |
| Creative Planning | 0.02% | Reduce -6.0% | 419,697 | $21.8M |
| Marshall Financial Group Inc. | 6.75% | Add +0.7% | 399,730 | $20.8M |
| Carolina Wealth Advisors, LLC | 10.10% | Add +5.2% | 395,605 | $20.6M |
| Wooster Corthell Wealth Management, Inc. | 4.52% | Add +1.6% | 383,989 | $20.0M |
| Citigroup Inc. | 0.02% | Reduce -32.1% | 356,517 | $18.5M |
| Cetera Investment Advisers | 0.04% | Add +11.9% | 356,016 | $18.5M |
| Avior Wealth Management, LLC | 0.79% | Add +5.7% | 353,800 | $18.4M |
| Foster & Motley Inc. | 1.25% | Add +4.7% | 351,010 | $18.3M |
| Altfest L J & Co. Inc. | 2.48% | Add +2.2% | 348,788 | $18.1M |
| Financial Engines Advisors L.L.C. | 0.04% | Add +0.5% | 321,839 | $16.7M |
| Robinswood Financial LLC | 6.76% | Add +1.1% | 321,339 | $16.7M |
| FDx Advisors, Inc. | 4.50% | Add +241.3% | 312,762 | $16.3M |
| Asset Management Group, Inc. | 2.29% | Add +0.8% | 289,528 | $15.1M |
| Almanack Investment Partners, LLC. | 2.46% | Reduce -7.0% | 280,293 | $14.6M |
| Kestra Investment Management, LLC | 0.98% | — | 276,554 | $14.4M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +4.6% | 273,780 | $14.2M |
| Morningstar Investment Services LLC | 0.15% | Reduce -4.0% | 259,144 | $13.5M |
| Altiora Financial Group, LLC | 3.24% | Add +55.5% | 259,749 | $13.5M |
| Sage Financial Group Inc. | 1.15% | Add +2.5% | 255,609 | $13.3M |
| Wealthspire Advisors, LLC | 0.17% | Add +38.9% | 252,683 | $13.1M |
| Walker Financial Services, Inc. | 9.86% | Add +5.6% | 242,499 | $12.6M |
| Eagle Ridge Investment Management | 1.14% | Add +4.2% | 237,000 | $12.3M |
| Pacific Capital Wealth Advisors, Inc. | 2.23% | Add +6.6% | 234,929 | $12.2M |
| Marotta Asset Management | 2.47% | Reduce -1.2% | 231,849 | $12.0M |
| Peak Financial Management, Inc. | 3.70% | Reduce -3.4% | 226,992 | $11.8M |
| Proffitt & Goodson Inc. | 2.08% | Reduce -1.0% | 226,345 | $11.8M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.56% | Reduce -64.1% | 214,800 | $11.2M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +461.0% | 214,308 | $11.1M |
| Thrivent Financial for Lutherans | 0.02% | Add +5.7% | 212,048 | $11.0M |
| West Family Investments, Inc. | 3.24% | Add +16.4% | 197,190 | $10.8M |
| ZynergyRetirementPlanningLLC | 7.81% | — | 196,032 | $10.2M |
| McAdam, LLC | 0.61% | Add +5.0% | 193,973 | $10.1M |
| Truist Financial Corp. | 0.02% | Reduce -1.8% | 193,201 | $10.0M |
| Annapolis Financial Services, LLC | 3.19% | Add +7.0% | 189,203 | $9.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -8.7% | 187,314 | $9.7M |
| Modera Wealth Management, LLC | 0.14% | Reduce -1.0% | 182,648 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.2% | 177,243 | $9.2M |
| Wealthcare Capital Management LLC | 0.98% | Add +2.0% | 176,728 | $9.2M |
| ALM First Financial Advisors, LLC | 2.54% | No change | 170,000 | $8.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.4% | 167,301 | $8.7M |
| Resonant Capital Advisors, LLC | 0.70% | Add +7.0% | 166,008 | $8.6M |
| Principal Financial Group Inc. | 0.01% | Reduce -46.7% | 163,323 | $8.5M |
| Allen Capital Group, LLC | 1.19% | Add +3.0% | 162,639 | $8.5M |
| Transamerica Financial Advisors, LLC | 0.88% | No change | 159,234 | $8.3M |
| Signet Investment Advisory Group, Inc. | 4.43% | Reduce -4.8% | 158,703 | $8.3M |
| Royal Bank of Canada | 0.00% | Add +183.7% | 155,735 | $8.1M |
| Brightwater Advisory LLC | 6.17% | Add +30.5% | 153,637 | $8.0M |
| GenTrust, LLC | 0.43% | Reduce -0.5% | 153,450 | $8.0M |
| Bfsg, LLC | 1.00% | Add +3.5% | 152,449 | $7.9M |
| Kestra Advisory Services, LLC | 0.04% | Add +36.4% | 164,788 | $7.6M |
| Fifth Third Bancorp | 0.03% | Reduce -39.1% | 145,777 | $7.6M |
| Prairiewood Capital, LLC | 3.51% | Add +6.9% | 142,218 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -29.9% | 140,514 | $7.3M |
| IRON Financial LLC | 4.07% | Reduce -1.7% | 139,698 | $7.3M |
| Sanctuary Advisors, LLC | 0.05% | — | 134,493 | $6.9M |
| FC Advisory LLC | 2.52% | Add +1.1% | 132,106 | $6.9M |
| Hart & Patterson Financial Group LLC | 3.39% | Add +0.8% | 131,704 | $6.8M |
| Two West Capital Advisors LLC | 6.51% | — | 131,077 | $6.8M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +10.4% | 130,539 | $6.8M |
| Harbour Investments, Inc. | 0.23% | Reduce -0.8% | 130,098 | $6.8M |
| Avantax Advisory Services, Inc. | 0.05% | Add +3.8% | 126,717 | $6.6M |
| Fortis Capital Management LLC | 1.39% | Add +9.4% | 125,662 | $6.5M |
| Valmark Advisers, Inc. | 0.11% | Reduce -1.1% | 120,500 | $6.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.6% | 120,381 | $6.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.76% | Add +2.4% | 120,359 | $6.3M |
| Summit Wealth Group, LLC | 1.87% | New | 119,751 | $6.2M |
| HCR Wealth Advisors | 0.88% | Add +1.9% | 118,640 | $6.2M |
| MML Investors Services, LLC | 0.02% | Reduce -3.5% | 118,053 | $6.1M |
| Austin Private Wealth, LLC | 0.66% | Reduce -0.7% | 117,824 | $6.1M |
| Arden Trust Co | 0.84% | Add +1.2% | 115,895 | $6.0M |
| VCI Wealth Management LLC | 2.95% | Add +43.4% | 114,566 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -58.3% | 114,035 | $5.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.13% | Add +0.4% | 112,463 | $5.8M |
| Goodwin Investment Advisory | 2.67% | Add +9.3% | 111,946 | $5.8M |
| Theory Financial LLC | 2.74% | Reduce -6.1% | 111,313 | $5.8M |
| Exencial Wealth Advisors, LLC | 0.22% | Reduce -15.0% | 111,222 | $5.8M |
| CreativeOne Wealth, LLC | 0.29% | Reduce -7.7% | 110,222 | $5.7M |
| Trajan Wealth LLC | 0.35% | Add +18.1% | 103,977 | $5.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -35.8% | 103,085 | $5.4M |
| Madison Asset Management, LLC | 0.07% | Reduce -14.1% | 102,959 | $5.4M |
| MBE Wealth Management, LLC | 3.20% | Add +3.1% | 101,586 | $5.3M |
| Rebalance, LLC | 0.41% | Reduce -25.1% | 97,397 | $5.1M |
| Curbstone Financial Management Corp | 1.08% | Reduce -1.2% | 95,910 | $5.0M |
| Tortoise Investment Management, LLC | 0.57% | Reduce -2.7% | 95,539 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +84.8% | 94,255 | $4.9M |
| Christensen, King & Associates Investment Services, Inc. | 2.37% | Reduce -0.7% | 92,351 | $4.8M |
| Virtue Capital Management, LLC | 0.82% | Add +0.8% | 91,761 | $4.8M |
| Arvest Investments, Inc. | 0.77% | Add +54.1% | 91,939 | $4.8M |
| LifePlan Investment Advisors, Inc. | 3.36% | Add +7.8% | 89,525 | $4.7M |
| Cambridge Capital Management, LLC | 3.41% | Add +382.0% | 88,592 | $4.6M |
| High Note Wealth, LLC | 1.39% | Reduce -0.9% | 87,713 | $4.6M |
| Cape Cod Five Cents Savings Bank | 0.44% | Reduce -74.8% | 86,603 | $4.5M |
| FMR LLC | 0.00% | Reduce -5.3% | 86,288 | $4.5M |
| Private Advisor Group, LLC | 0.03% | Add +0.2% | 85,281 | $4.4M |
| Raymond James & Associates | 0.00% | Add +31.0% | 85,162 | $4.4M |
| Performance Wealth Partners, LLC | 0.16% | Reduce -3.4% | 84,714 | $4.4M |
| Stratos Wealth Advisors, LLC | 0.22% | Add +3.3% | 84,385 | $4.4M |
| Cambria Investment Management, L.P. | 0.27% | Add +1.1% | 84,383 | $4.4M |
| AlphaStar Capital Management, LLC | 0.40% | Add +8.9% | 83,526 | $4.3M |
| Kure Advisory, LLC | 3.54% | Add +3.6% | 83,025 | $4.3M |
| Vise Technologies, Inc. | 0.75% | Add +23.8% | 82,349 | $4.3M |
| Hoxton Planning & Management, LLC | 1.99% | Add +3.4% | 82,325 | $4.3M |
| Trustmark Bank Trust Department | 0.33% | Add +27.0% | 80,000 | $4.2M |
| RE Dickinson Investment Advisors, LLC | 2.51% | Reduce -2.9% | 79,135 | $4.1M |
| Aviance Capital Partners, LLC | 0.57% | Reduce -4.4% | 76,680 | $4.0M |
| MPS Loria Financial Planners, LLC | 1.28% | Add +6.7% | 76,547 | $4.0M |
| Summit Trail Advisors, LLC | 0.10% | Reduce -52.9% | 75,771 | $3.9M |
| BCGM Wealth Management, LLC | 1.35% | Add +6.3% | 75,040 | $3.9M |
| Avantax Planning Partners, Inc. | 0.12% | Add +1.3% | 74,507 | $3.9M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -4.3% | 72,816 | $3.8M |
| Alpha Omega Wealth Management LLC | 0.70% | Add +6.9% | 70,718 | $3.7M |
| Eagle Bay Advisors LLC | 2.21% | Add +93.5% | 70,274 | $3.7M |
| OLIO Financial Planning | 1.54% | No change | 69,705 | $3.6M |
| JTC Employer Solutions Trustee Ltd | 0.24% | No change | 70,982 | $3.6M |
| Strategic Blueprint, LLC | 0.24% | Add +14.0% | 68,213 | $3.5M |
| Verde Capital Management | 1.12% | Reduce -1.3% | 67,968 | $3.5M |
| Perigon Wealth Management, LLC | 0.10% | Add +13.4% | 66,501 | $3.5M |
| Upper Left Wealth Management, LLC | 3.13% | Add +0.1% | 66,487 | $3.5M |
| Seed Wealth Management, Inc. | 3.00% | Add +48.4% | 66,115 | $3.4M |
| McLean Asset Management Corp | 1.10% | Add +0.5% | 65,346 | $3.4M |
| Ellevest, Inc. | 0.20% | Add +8.2% | 65,035 | $3.4M |
| Ellenbecker Investment Group | 0.68% | Reduce -2.5% | 64,589 | $3.4M |
| WASHINGTON TRUST Co | 0.12% | Reduce -16.4% | 63,425 | $3.3M |
| Red Tortoise LLC | 1.72% | Add +1.8% | 60,762 | $3.2M |
| Alps Advisors Inc. | 0.02% | Add +6.9% | 60,190 | $3.1M |
| Horizon Financial Services, LLC | 1.97% | Reduce -0.6% | 60,068 | $3.1M |
| Washington Trust Advisors, Inc. | 0.28% | Reduce -3.6% | 59,428 | $3.1M |
| CW Advisors, LLC | 0.05% | Add +27.5% | 58,934 | $3.1M |
| McNaughton Wealth Management, LLC | 1.62% | Add +8.3% | 58,814 | $3.1M |
| Moser Wealth Advisors, LLC | 1.65% | Reduce -6.7% | 58,476 | $3.0M |
| Waverly Advisors, LLC | 0.06% | Reduce -45.2% | 58,174 | $3.0M |
| Kings Path Partners LLC | 1.41% | — | 57,489 | $3.0M |
| American Trust Investment Advisors, LLC | 1.45% | Add +0.8% | 57,370 | $3.0M |
| C M Bidwell & Associates Ltd. | 2.00% | Add +10.5% | 57,334 | $3.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -15.8% | 56,670 | $2.9M |
| JMG Financial Group, Ltd. | 0.11% | Add +8.7% | 56,013 | $2.9M |
| Grey Fox Wealth Advisors, LLC | 1.02% | Add +10.4% | 55,829 | $2.9M |
| Integrated Wealth Concepts LLC | 0.04% | Add +189.6% | 55,550 | $2.9M |
| Skyline Advisors, Inc. | 1.22% | Add +1.0% | 53,774 | $2.8M |
| Galvin, Gaustad & Stein, LLC | 0.26% | Reduce -0.6% | 52,791 | $2.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.2% | 50,993 | $2.7M |
| Lodestar Private Asset Management LLC | 0.36% | Add +15.2% | 50,151 | $2.6M |
| Stifel Financial Corp. | 0.00% | Reduce -13.8% | 49,537 | $2.6M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +30.0% | 49,083 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.27% | Reduce -4.9% | 48,556 | $2.5M |
| NorthCoast Asset Management LLC | 0.02% | Add +5.5% | 47,968 | $2.5M |
| Wealthspire Retirement, LLC | 0.21% | Reduce -7.2% | 47,874 | $2.5M |
| Charles Schwab Trust Co | 0.23% | Add +27.1% | 47,555 | $2.5M |
| Comerica Bank | 0.01% | Reduce -45.6% | 46,940 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +47.5% | 46,833 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -13.5% | 46,457 | $2.4M |
| ONE Advisory Partners, LLC | 1.11% | Add +8.6% | 46,419 | $2.4M |
| Arcataur Capital Management LLC | 0.86% | Add +1.8% | 46,258 | $2.4M |
| Frontier Asset Management, LLC | 0.86% | Add +1.9% | 45,860 | $2.4M |
| Moody National Bank Trust Division | 0.18% | No change | 45,191 | $2.4M |
| Cambridge Associates LLC /Ma/ | 0.11% | No change | 45,191 | $2.4M |
| TrinityPoint Wealth, LLC | 0.35% | Reduce -5.9% | 43,170 | $2.2M |
| Veridan Wealth LLC | 0.89% | — | 83,277 | $2.2M |
| Soltis Investment Advisors LLC | 0.23% | Add +6.8% | 41,496 | $2.2M |
| Summit Financial Strategies, Inc. | 0.27% | Add +9.0% | 41,254 | $2.1M |
| Arkansas Financial Group, Inc. | 0.38% | Reduce -7.8% | 40,792 | $2.1M |
| White Lighthouse Investment Management Inc. | 0.40% | Add +3.9% | 40,340 | $2.1M |
| Physician Wealth Solutions Inc. | 1.49% | Add +1.2% | 40,202 | $2.1M |
| Sagace Wealth Management LLC | 2.04% | — | 39,942 | $2.1M |
| Rock Creek Group LLC | 0.28% | New | 40,025 | $2.1M |
| Financial Freedom, LLC | 1.18% | Add +0.7% | 39,984 | $2.1M |
| Joseph P. Lucia & Associates, LLC | 1.05% | Reduce -15.2% | 39,364 | $2.0M |
| Focus Financial Network, Inc. | 0.09% | Add +0.7% | 38,685 | $2.0M |
| American Financial Advisors, LLC | 0.28% | Reduce -12.6% | 38,325 | $2.0M |
| Passive Capital Management, LLC. | 0.74% | Reduce -3.7% | 38,203 | $2.0M |
| AE Wealth Management LLC | 0.02% | Reduce -24.3% | 38,127 | $2.0M |
| Visionary Wealth Advisors | 0.13% | Reduce -0.0% | 37,962 | $2.0M |
| U.S. Capital Wealth Advisors, LLC | 0.07% | Reduce -0.2% | 37,109 | $1.9M |
| Kades & Cheifetz LLC | 1.21% | Add +0.1% | 36,999 | $1.9M |
| 1620 Investment Advisors, Inc. | 1.49% | Add +1.8% | 36,484 | $1.9M |
| Koss-Olinger Consulting, LLC | 0.18% | New | 36,460 | $1.9M |
| Corrado Advisors, LLC | 1.21% | Reduce -1.2% | 35,842 | $1.9M |
| IHT Wealth Management, LLC | 0.07% | Reduce -23.8% | 35,735 | $1.9M |
| TrueWealth Advisors, LLC | 0.67% | Reduce -11.3% | 34,638 | $1.8M |
| Blue Fin Capital, Inc. | 0.36% | Reduce -4.2% | 34,431 | $1.8M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -0.8% | 34,133 | $1.8M |
| Principal Securities, Inc. | 0.05% | Reduce -8.1% | 33,983 | $1.8M |
| WealthCollab, LLC | 1.27% | Add +9.0% | 33,924 | $1.8M |
| LVW Advisors, LLC | 0.26% | Reduce -0.3% | 33,780 | $1.8M |
| Fulton Breakefield Broenniman LLC | 0.13% | Reduce -10.7% | 33,760 | $1.8M |
| Catalyst Private Wealth, LLC | 0.92% | Reduce -24.4% | 33,366 | $1.7M |
| Creative Financial Designs Inc. | 0.15% | Reduce -6.3% | 33,267 | $1.7M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -44.4% | 32,938 | $1.7M |
| Mutual Advisors, LLC | 0.05% | Reduce -3.5% | 32,040 | $1.7M |
| Maltin Wealth Management, Inc. | 0.90% | Add +7.1% | 32,250 | $1.7M |
| Cahill Financial Advisors Inc. | 0.23% | Reduce -7.3% | 32,140 | $1.7M |
| Compound Planning, Inc. | 0.12% | Reduce -68.7% | 31,843 | $1.7M |
| Aletheian Wealth Advisors LLC | 0.87% | Add +2.0% | 31,819 | $1.7M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -10.8% | 31,694 | $1.6M |
| SVB Wealth LLC | 0.04% | Reduce -67.7% | 31,423 | $1.6M |
| Flow Traders U.S. LLC | 0.08% | New | 31,166 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.20% | Add +107.4% | 30,941 | $1.6M |
| Meritage Portfolio Management | 0.10% | Reduce -8.2% | 30,861 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -1.1% | 30,820 | $1.6M |
| Empowered Funds, LLC | 0.03% | Reduce -27.9% | 30,852 | $1.6M |
| Abbrea Capital, LLC | 0.21% | Reduce -5.7% | 30,561 | $1.6M |
| Hengehold Capital Management LLC | 0.16% | Reduce -1.2% | 30,461 | $1.6M |
| First National Corp. /Ma/ | 0.38% | Add +8.3% | 30,419 | $1.6M |
| Lederer & Associates Investment Counsel | 1.14% | Reduce -6.1% | 30,348 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 29,984 | $1.6M |
| Choreo, LLC | 0.03% | Reduce -10.5% | 29,910 | $1.5M |
| Csenge Advisory Group | 0.09% | Add +4.9% | 29,407 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -1.3% | 29,375 | $1.5M |
| IFP Advisors, Inc | 0.06% | Add +1.0% | 29,313 | $1.5M |
| Algorithmic Investment Models, LLC | 1.19% | Add +5.0% | 29,282 | $1.5M |
| Citizens National Bank Trust Department | 0.34% | Reduce -5.0% | 29,105 | $1.5M |
| Wbi Investments, LLC | 0.37% | Reduce -26.2% | 29,006 | $1.5M |
| LongView Wealth Management | 0.55% | Reduce -6.2% | 28,833 | $1.5M |
| Hayek Kallen Investment Management | 0.56% | Reduce -17.8% | 28,716 | $1.5M |
| Breakwater Investment Management | 0.66% | Reduce -2.3% | 28,229 | $1.5M |
| Smith Thornton Advisors LLC | 1.07% | — | 27,972 | $1.5M |
| Mengis Capital Management, Inc. | 0.29% | Reduce -1.6% | 27,720 | $1.4M |
| Savvy Advisors, Inc. | 0.46% | Add +93.6% | 27,413 | $1.4M |
| Van Strum & Towne Inc. | 0.52% | No change | 27,324 | $1.4M |
| Friedenthal Financial | 0.89% | Add +5.8% | 27,311 | $1.4M |
| DMC Group, LLC | 1.17% | Reduce -8.9% | 26,324 | $1.4M |
| Anchor Investment Management, LLC | 0.14% | Reduce -12.3% | 26,028 | $1.4M |
| Nottingham Advisors, Inc. | 0.16% | Reduce -24.1% | 25,291 | $1.3M |
| Corient Private Wealth LP | 0.00% | Add +17.6% | 25,270 | $1.3M |
| Hutchinson Capital Management | 0.26% | Reduce -0.1% | 24,856 | $1.3M |
| Plum Street Advisors, LLC | 0.75% | Add +18.7% | 24,754 | $1.3M |
| GeoWealth Management, LLC | 0.05% | Reduce -57.0% | 23,917 | $1.2M |
| SRH Advisors, LLC | 0.41% | Reduce -8.3% | 23,819 | $1.2M |
| Focus Partners Wealth | 0.00% | New | 23,804 | $1.2M |
| Archvest Wealth Advisors, Inc. | 0.82% | Add +83.2% | 23,947 | $1.2M |
| Oxford Financial Group, LTD. LLC | 0.08% | New | 23,220 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Add +108.1% | 23,148 | $1.2M |
| WT Wealth Management | 0.40% | Reduce -1.1% | 22,737 | $1.2M |
| Strategic Financial Planning, Inc. | 0.84% | Add +16.0% | 22,325 | $1.2M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -6.5% | 22,290 | $1.2M |
| Wealth Management Resources, Inc. | 0.50% | Reduce -90.2% | 22,277 | $1.2M |
| &partners | 0.05% | New | 21,960 | $1.1M |
| Websterrogers Financial Advisors, LLC | 0.41% | Reduce -1.1% | 21,947 | $1.1M |
| Patriot Investment Management Group, Inc. | 0.09% | Add +1.4% | 21,680 | $1.1M |
| Revisor Wealth Management LLC | 0.78% | Reduce -39.0% | 21,665 | $1.1M |
| AdvisorNet Financial, Inc | 0.10% | Reduce -10.9% | 21,372 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.52% | Reduce -5.2% | 21,073 | $1.1M |
| Summit Financial, LLC | 0.05% | Add +23.9% | 21,010 | $1.1M |
| Circle Wealth Management, LLC | 0.02% | No change | 20,744 | $1.1M |
| Leeward Financial Partners, LLC | 0.44% | Reduce -3.0% | 20,690 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.92% | Add +0.1% | 20,674 | $1.1M |
| Security Financial Services, INC. | 0.23% | Reduce -4.5% | 19,955 | $1.0M |
| Claro Advisors Inc. | 0.16% | Add +75.6% | 19,760 | $1.0M |
| LCNB Corp. | 0.38% | No change | 19,681 | $1.0M |
| Betterment LLC | 0.00% | Add +0.8% | 19,201 | $999K |
| Clear Investment Research, LLC | 1.29% | Add +42.7% | 19,086 | $993K |
| Fairview Capital Investment Management, LLC | 0.06% | Add +8.5% | 18,915 | $984K |
| Commerce Bank | 0.01% | Add +47.1% | 18,893 | $983K |
| Veracity Capital LLC | 0.41% | Add +3.8% | 18,696 | $972K |
| World Investment Advisors | 0.06% | New | 18,666 | $971K |
| First Merchants Corp. | 0.04% | No change | 18,516 | $963K |
| Benchmark Wealth Management, LLC | 0.50% | Reduce -0.1% | 18,183 | $946K |
| Renaissance Technologies | 0.00% | New | 18,140 | $943K |
| Columbus Macro, LLC | 0.36% | Reduce -7.1% | 17,997 | $937K |
| Sigma Planning Corp | 0.03% | Reduce -2.7% | 17,981 | $935K |
| Myecfo, LLC | 0.53% | Reduce -2.5% | 17,750 | $923K |
| SigFig Wealth Management, LLC | 0.03% | Add +6.5% | 22,765 | $916K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -4.3% | 17,616 | $916K |
| Phillips Financial Management, LLC | 0.08% | Add +6.4% | 17,552 | $913K |
| Equitable Holdings, Inc. | 0.01% | Add +38.8% | 16,978 | $883K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +66.6% | 16,489 | $869K |
| Ethos Financial Group, LLC | 0.15% | Reduce -13.4% | 16,604 | $864K |
| IFG Advisory, LLC | 0.05% | Reduce -31.9% | 16,242 | $845K |
| Arkadios Wealth Advisors | 0.06% | Add +3.9% | 16,111 | $838K |
| Ahl Investment Management, Inc. | 0.61% | Reduce -0.5% | 16,021 | $833K |
| Apollon Wealth Management, LLC | 0.03% | Add +24.6% | 15,898 | $827K |
| Sowell Financial Services LLC | 0.04% | Reduce -13.5% | 15,477 | $805K |
| Bank of Montreal | 0.00% | Reduce -8.6% | 15,350 | $802K |
| Walkner Condon Financial Advisors LLC | 0.17% | Reduce -17.3% | 15,386 | $800K |
| Horizons Wealth Management | 0.63% | Add +0.7% | 15,114 | $790K |
| OMNI 360 Wealth, Inc. | 0.60% | Reduce -2.5% | 15,173 | $789K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -1.3% | 15,161 | $789K |
| Pinnacle Bancorp, Inc. | 0.23% | Add +1.3% | 15,128 | $787K |
| RHS Financial, LLC | 0.47% | Reduce -31.7% | 14,881 | $774K |
| SignalPoint Asset Management, LLC | 0.21% | Reduce -5.5% | 14,853 | $773K |
| Captrust Financial Advisors | 0.00% | Add +27.4% | 14,695 | $764K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 14,675 | $763K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 14,675 | $763K |
| Bakala Capital LLC | 5.46% | Add +21.8% | 14,563 | $757K |
| Advisory Services Network, LLC | 0.02% | Add +13.2% | 14,522 | $755K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +144.1% | 14,221 | $740K |
| Journey Advisory Group, LLC | 0.09% | No change | 14,195 | $738K |
| OneDigital Investment Advisors LLC | 0.01% | Add +12.3% | 13,735 | $714K |
| Formidable Asset Management, LLC | 0.11% | Reduce -65.7% | 13,556 | $705K |
| Laraway Financial Advisors Inc | 0.60% | Reduce -0.8% | 13,492 | $702K |
| Mount Lucas Management LP | 0.25% | Reduce -3.8% | 13,435 | $699K |
| First Heartland Consultants, Inc. | 0.07% | New | 13,406 | $697K |
| Heritage Wealth Advisors | 0.03% | No change | 12,900 | $671K |
| Blair William & Co. | 0.00% | Reduce -4.3% | 12,676 | $659K |
| Jackson Creek Investment Advisors LLC | 0.24% | Add +5.8% | 12,529 | $652K |
| Cambridge Advisors Inc. | 0.15% | Reduce -5.0% | 12,402 | $645K |
| Pinkerton Wealth, LLC | 0.10% | Add +3.9% | 12,259 | $638K |
| Koshinski Asset Management, Inc. | 0.06% | Reduce -25.5% | 11,938 | $621K |
| Walter & Keenan Wealth Management LLC /in/ | 0.20% | Reduce -9.2% | 11,867 | $617K |
| Prudential Financial Inc. | 0.00% | Reduce -4.0% | 11,849 | $616K |
| Spire Wealth Management | 0.02% | Add +653.8% | 11,842 | $616K |
| Prossimo Advisors, LLC | 0.54% | New | 11,500 | $598K |
| Associated Banc-Corp | 0.02% | Reduce -19.8% | 11,400 | $593K |
| Walker Asset Management, LLC | 0.39% | Reduce -9.6% | 11,262 | $586K |
| Gradient Capital Advisors, LLC | 0.21% | Add +0.1% | 11,222 | $584K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -34.4% | 11,172 | $581K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.6% | 11,041 | $574K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -22.1% | 10,897 | $567K |
| Oder Investment Management, LLC | 0.51% | Reduce -4.1% | 10,858 | $565K |
| Fruth Investment Management | 0.15% | No change | 10,850 | $564K |
| Advisory Services & Investments, LLC | 0.39% | Reduce -6.1% | 10,677 | $555K |
| Cypress Wealth Services, LLC | 0.12% | Add +11.2% | 10,648 | $554K |
| Shearwater Capital LLC | 0.41% | No change | 10,648 | $554K |
| Jaffetilchin Investment Partners, LLC | 0.05% | Add +0.2% | 10,600 | $551K |
| Rinkey Investments | 0.20% | Reduce -4.7% | 10,506 | $546K |
| Tilia Fiduciary Partners, Inc. | 0.42% | Reduce -10.6% | 10,427 | $542K |
| Aspen Grove Capital, LLC | 0.12% | No change | 10,001 | $520K |
| Ameritas Advisory Services, LLC | 0.02% | Add +2.6% | 9,806 | $510K |
| Venture Visionary Partners LLC | 0.02% | Reduce -8.3% | 9,758 | $508K |
| Capital Analysts, LLC | 0.02% | Add +1485.9% | 9,690 | $504K |
| Latitude Advisors, LLC | 0.31% | Reduce -0.3% | 9,623 | $500K |
| Tran Capital Management, L.P. | 0.06% | No change | 9,580 | $498K |
| Client 1ST Advisory Group, LLC | 0.21% | Reduce -21.5% | 9,376 | $488K |
| First Hawaiian Bank | 0.02% | No change | 9,340 | $486K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -17.9% | 9,254 | $481K |
| Yoder Wealth Management, Inc. | 0.31% | No change | 9,200 | $478K |
| Brighton Jones LLC | 0.02% | Add +16.4% | 8,954 | $466K |
| Mattern Wealth Management LLC | 0.11% | Add +0.1% | 8,714 | $453K |
| Asset Allocation Strategies LLC | 0.15% | Add +56.4% | 8,493 | $441K |
| Cobblestone Asset Management LLC | 0.28% | Reduce -3.0% | 8,348 | $434K |
| Topel & Distasi Wealth Management, LLC | 0.19% | No change | 8,233 | $428K |
| Avaii Wealth Management, LLC | 0.24% | Add +1.4% | 8,226 | $428K |
| Summit Global Investments | 0.03% | Reduce -22.4% | 8,202 | $427K |
| Sheets Smith Wealth Management | 0.05% | No change | 8,185 | $426K |
| Destiny Wealth Partners, LLC | 0.08% | No change | 8,095 | $421K |
| Banco Santander, S.A. | 0.01% | New | 8,080 | $420K |
| Zhang Financial LLC | 0.03% | Add +0.8% | 8,014 | $417K |
| Evoke Wealth, LLC | 0.61% | Reduce -99.7% | 7,997 | $416K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -26.6% | 7,911 | $411K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -26.6% | 7,911 | $411K |
| WFA of San Diego, LLC | 0.36% | — | 7,759 | $404K |
| Armstrong Advisory Group, Inc. | 0.04% | New | 7,758 | $404K |
| Main Street Financial Solutions, LLC | 0.04% | Reduce -1.9% | 7,757 | $403K |
| Gratus Capital, LLC | 0.02% | Add +59.8% | 7,671 | $399K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.9% | 7,564 | $393K |
| ORG Partners LLC | 0.05% | New | 7,506 | $387K |
| Continuum Advisory, LLC | 0.06% | Reduce -3.9% | 7,399 | $385K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +12.1% | 7,397 | $385K |
| Barrett & Company, Inc. | 0.17% | No change | 7,351 | $382K |
| Stonebrook Private Inc. | 0.11% | Reduce -43.4% | 7,317 | $381K |
| Investment Planning Advisors, Inc. | 0.19% | — | 7,118 | $370K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.9% | 7,059 | $367K |
| Wealth Group, Ltd. | 0.25% | Add +26.7% | 6,652 | $346K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +26.4% | 6,651 | $346K |
| TD Private Client Wealth LLC | 0.01% | Add +2.7% | 6,638 | $345K |
| Hardy Reed LLC | 0.03% | Reduce -29.4% | 6,603 | $343K |
| Duff & Phelps Investment Management Co. | 0.00% | No change | 6,600 | $343K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.7% | 6,489 | $338K |
| Facet Wealth, Inc. | 0.01% | New | 6,400 | $335K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -18.3% | 6,476 | $334K |
| CWS Financial Advisors, LLC | 0.13% | Reduce -14.4% | 6,390 | $332K |
| Neuberger Berman Group LLC | 0.00% | New | 6,356 | $331K |
| Cresset Asset Management, LLC | 0.00% | Add +50.2% | 6,336 | $330K |
| Quadrature Capital Ltd | 0.01% | New | 6,050 | $315K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -17.8% | 6,017 | $313K |
| Pinnacle Wealth Management Group, Inc. | 0.21% | No change | 6,000 | $312K |
| Moneco Advisors, LLC | 0.05% | Reduce -16.0% | 5,967 | $310K |
| Canandaigua National Bank & Trust Co. | 0.03% | New | 5,966 | $310K |
| Prospera Financial Services Inc | 0.01% | Add +0.1% | 5,925 | $308K |
| Private Client Services, LLC | 0.19% | Add +5.2% | 5,803 | $302K |
| Quadcap Wealth Management, LLC | 0.05% | New | 5,742 | $299K |
| Center For Asset Management LLC | 0.20% | New | 5,732 | $298K |
| Larson Financial Group LLC | 0.02% | Add +78.1% | 5,689 | $296K |
| Coastwise Capital Group, LLC | 0.28% | Add +1.1% | 5,629 | $293K |
| Lynx Investment Advisory | 0.22% | — | 5,626 | $293K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +0.0% | 5,624 | $293K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +19.6% | 5,500 | $287K |
| GYL Financial Synergies, LLC | 0.02% | Add +0.2% | 5,505 | $286K |
| Addison Capital Co | 0.12% | Reduce -9.1% | 5,406 | $281K |
| Econ Financial Services Corp | 0.17% | Add +0.2% | 5,405 | $281K |
| Greenfield Seitz Capital Management, LLC | 0.10% | No change | 5,402 | $281K |
| Petra Financial Advisors Inc. | 0.20% | Reduce -3.1% | 5,361 | $279K |
| TPG Advisors LLC | 0.24% | — | 5,326 | $277K |
| Cornerstone Advisors Asset Management, LLC | 0.08% | Reduce -4.0% | 5,280 | $275K |
| Townsquare Capital LLC | 0.00% | Reduce -30.4% | 5,278 | $275K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -5.9% | 5,233 | $272K |
| Covestor Ltd | 0.18% | Add +6.9% | 5,237 | $272K |
| Kingdom Financial Group LLC. | 0.18% | Reduce -45.6% | 5,178 | $269K |
| Liberty Capital Management, Inc. | 0.06% | Add +3.3% | 5,156 | $268K |
| Vontobel Holding Ltd. | 0.00% | New | 5,110 | $266K |
| Jackson Hole Capital Partners, LLC | 0.06% | No change | 5,091 | $265K |
| Freedom Investment Management, Inc. | 0.02% | New | 5,089 | $265K |
| Modern Wealth Management, LLC | 0.02% | New | 5,082 | $264K |
| Hardin Capital Partners, LLC | 0.17% | — | 5,034 | $262K |
| VPR Management LLC | 0.10% | No change | 5,000 | $260K |
| Parkside Financial Bank & Trust | 0.04% | No change | 5,000 | $260K |
| FWG Investments, LLC. | 0.26% | Reduce -1.6% | 4,980 | $259K |
| Guardian Financial Partners, LLC | 0.17% | Add +0.9% | 4,958 | $258K |
| Mid-American Wealth Advisory Group, Inc. | 0.16% | Reduce -25.9% | 4,917 | $256K |
| Gray Wealth Management Inc. | 0.11% | Reduce -9.1% | 4,847 | $252K |
| Merit Financial Group, LLC | 0.01% | Reduce -30.1% | 4,805 | $250K |
| Concourse Financial Group Securities, Inc. | 0.02% | Reduce -13.2% | 4,789 | $249K |
| Vista Capital Partners, Inc. | 0.03% | Reduce -5.0% | 4,759 | $248K |
| Brookstone Capital Management | 0.00% | New | 4,713 | $247K |
| Simplicity Wealth,LLC | 0.01% | Reduce -47.0% | 4,702 | $245K |
| Smartleaf Asset Management LLC | 0.04% | Add +12.8% | 4,678 | $244K |
| Alhambra Investment Management LLC | 0.13% | Reduce -1.4% | 4,646 | $242K |
| Headinvest, LLC | 0.05% | No change | 4,640 | $241K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -17.2% | 4,608 | $240K |
| Traveka Wealth, LLC | 0.12% | Reduce -10.0% | 4,607 | $240K |
| Red Wave Investments LLC | 0.09% | Reduce -24.4% | 4,473 | $233K |
| Mayflower Financial Advisors, LLC | 0.04% | Reduce -3.3% | 4,419 | $230K |
| Burns Matteson Capital Management, LLC | 0.14% | Reduce -7.8% | 4,413 | $230K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.8% | 4,390 | $228K |
| Iron Horse Wealth Management, LLC | 0.08% | Reduce -5.2% | 4,276 | $222K |
| Worth Asset Management, LLC | 0.13% | New | 4,229 | $220K |
| UMB Bank, n.a. | 0.00% | Reduce -6.3% | 4,208 | $219K |
| GTS Securities LLC | 0.00% | New | 4,153 | $216K |
| Tempus Wealth Planning, LLC | 0.09% | Reduce -0.3% | 4,152 | $216K |
| Jmac Enterprises LLC | 0.04% | Reduce -0.7% | 4,122 | $214K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.05% | New | 4,093 | $213K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -93.2% | 4,046 | $210K |
| Valtinson Bruner Financial Planning LLC | 0.08% | Reduce -6.3% | 4,046 | $210K |
| Berger Financial Group, Inc | 0.02% | Reduce -49.0% | 4,027 | $209K |
| Williams Jones Wealth Management, LLC. | 0.00% | Reduce -0.7% | 4,002 | $208K |
| Blume Capital Management, Inc. | 0.05% | No change | 4,000 | $208K |
| Diversified, LLC | 0.02% | New | 3,972 | $207K |
| Clearview Wealth Advisors LLC | 0.18% | New | 3,967 | $206K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -31.2% | 3,909 | $203K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -0.3% | 3,909 | $203K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,907 | $203K |
| IVC Wealth Advisors LLC | 0.11% | Reduce -5.1% | 3,890 | $202K |
| Invesco Ltd. | 0.00% | Reduce -30.2% | 3,852 | $200K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -3.7% | 3,722 | $194K |
| Franklin Resources Inc. | 0.00% | Reduce -98.3% | 3,619 | $188K |
| Birchbrook, Inc. | 0.11% | Add +0.2% | 3,551 | $185K |
| CIBC Private Wealth Group LLC | 0.00% | Add +208.8% | 3,307 | $172K |
| Richardson Financial Services Inc. | 0.12% | Reduce -3.3% | 3,305 | $172K |
| Olistico Wealth, LLC | 0.10% | New | 3,136 | $163K |
| Whittier Trust Co. | 0.00% | Reduce -11.1% | 3,127 | $163K |
| Community Bank, N.A. | 0.02% | No change | 3,106 | $162K |
| Beacon Capital Management, LLC | 0.03% | Reduce -7.5% | 3,002 | $156K |
| BNP Paribas Financial Markets | 0.00% | Add +4057.6% | 2,744 | $143K |
| Allworth Financial LP | 0.00% | Reduce -43.9% | 2,725 | $142K |
| Caitlin John, LLC | 0.10% | Reduce -2.1% | 2,716 | $141K |
| Ballast Advisors LLC | 0.04% | Add +4.1% | 2,584 | $134K |
| Financial Connections Group, Inc. | 0.07% | New | 2,485 | $129K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +32.9% | 2,479 | $129K |
| Cwm, LLC | 0.00% | Add +3.6% | 2,466 | $128K |
| Bristlecone Advisors, LLC | 0.01% | New | 2,402 | $125K |
| Chesapeake Asset Management LLC | 0.12% | Add +42.5% | 2,363 | $123K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +204.0% | 2,353 | $122K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -76.0% | 2,327 | $121K |
| Smithfield Trust Co | 0.01% | No change | 2,234 | $116K |
| Ancora Advisors LLC | 0.00% | New | 2,215 | $115K |
| Roble, Belko & Company, Inc | 0.02% | No change | 2,167 | $113K |
| Parallel Advisors, LLC | 0.00% | Add +16.2% | 2,171 | $113K |
| Fairscale Capital, LLC | 0.09% | — | 2,000 | $105K |
| Trust Co. of Vermont | 0.01% | Add +62.4% | 1,966 | $102K |
| AlphaCentric Advisors LLC | 0.07% | Reduce -0.8% | 1,896 | $99K |
| Headlands Technologies LLC | 0.01% | Reduce -64.8% | 1,884 | $98K |
| Raleigh Capital Management Inc. | 0.04% | Add +25.1% | 1,712 | $89K |
| NorthRock Partners, LLC | 0.00% | Reduce -50.9% | 2,344 | $85K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -9.4% | 1,627 | $85K |
| Private Ocean, LLC | 0.01% | Add +0.8% | 1,572 | $82K |
| Pacifica Partners Inc. | 0.03% | New | 1,538 | $80K |
| Front Row Advisors LLC | 0.03% | No change | 1,530 | $80K |
| Sunbelt Securities, Inc. | 0.01% | Add +0.1% | 1,453 | $76K |
| Hanson & Doremus Investment Management | 0.01% | Add +2.0% | 1,373 | $71K |
| Toth Financial Advisory Corp. | 0.01% | No change | 1,313 | $68K |
| Cordant, Inc. | 0.04% | Add +1.1% | 1,296 | $67K |
| Aspire Private Capital, LLC | 0.01% | Add +194.9% | 1,100 | $57K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +0.5% | 1,058 | $55K |
| Cape Investment Advisory, Inc. | 0.02% | Reduce -0.7% | 1,050 | $55K |
| Transcendent Capital Group LLC | 0.03% | Add +108.9% | 1,032 | $54K |
| Clearstead Trust, LLC | 0.01% | No change | 1,000 | $52K |
| Private Trust Co. NA | 0.01% | Reduce -34.1% | 1,000 | $52K |
| Jones Financial Companies LLLP | 0.00% | Add +400.5% | 981 | $51K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -30.2% | 968 | $50K |
| Investors Research Corp | 0.01% | Reduce -20.8% | 923 | $48K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.6% | 851 | $44K |
| Triad Wealth Partners, LLC | 0.02% | New | 844 | $44K |
| Colonial Trust Co / SC | 0.01% | No change | 800 | $42K |
| SWS Partners | 0.01% | New | 768 | $40K |
| S.A. Mason LLC | 0.02% | Reduce -7.3% | 760 | $40K |
| First Community Trust NA | 0.03% | Reduce -33.3% | 700 | $36K |
| Family Asset Management, LLC | 0.02% | New | 700 | $36K |
| LGT Financial Advisors LLC | 0.07% | Add +81.8% | 680 | $35K |
| Pathway Financial Advisers, LLC | 0.01% | Add +1.3% | 637 | $33K |
| Independence Bank of Kentucky | 0.01% | No change | 600 | $31K |
| Bangor Savings Bank | 0.00% | No change | 598 | $31K |
| Lanark Financial, Inc. | 0.00% | Reduce -5.4% | 615 | $31K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +24.8% | 564 | $29K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 562 | $29K |
| Howe & Rusling Inc. | 0.00% | Reduce -64.0% | 562 | $29K |
| Carmichael Hill & Associates, Inc. | 0.01% | No change | 560 | $29K |
| Salem Investment Counselors Inc. | 0.00% | Add +19.3% | 538 | $28K |
| Wells Financial Advisors INC | 0.02% | New | 512 | $27K |
| Northwest Capital Management Inc | 0.01% | No change | 502 | $26K |
| Bogart Wealth, LLC | 0.00% | No change | 488 | $25K |
| MidAtlantic Capital Management, Inc. | 0.02% | No change | 465 | $24K |
| National Bank of Canada | 0.00% | Reduce -64.2% | 460 | $24K |
| Hexagon Capital Partners LLC | 0.00% | Add +62.8% | 425 | $22K |
| Richardson Capital Management LLC | 0.02% | Add +1.2% | 424 | $22K |
| Signaturefd, LLC | 0.00% | Reduce -53.6% | 424 | $22K |
| Coppell Advisory Solutions LLC | 0.00% | — | 408 | $21K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 392 | $20K |
| REAP Financial Group, LLC | 0.01% | Reduce -60.4% | 385 | $20K |
| Asset Dedication, LLC | 0.00% | Reduce -23.0% | 382 | $20K |
| WealthShield Partners, LLC | 0.00% | Reduce -9.4% | 377 | $20K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -44.0% | 373 | $19K |
| Delta Asset Management LLC | 0.00% | No change | 366 | $19K |
| International Assets Investment Management, LLC | 0.00% | New | 356 | $19K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +1.2% | 338 | $17K |
| Family Firm, Inc. | 0.00% | New | 321 | $17K |
| SJS Investment Consulting Inc. | 0.00% | No change | 319 | $17K |
| Chilton Capital Management LLC | 0.00% | Add +1.1% | 287 | $15K |
| Davis Capital Management | 0.01% | No change | 287 | $15K |
| Versant Capital Management, Inc | 0.00% | Reduce -71.8% | 284 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 275 | $14K |
| Castleview Partners, LLC | 0.01% | Reduce -60.2% | 266 | $14K |
| WR Wealth Planners, LLC | 0.00% | Reduce -3.0% | 258 | $13K |
| Richard W. Paul & Associates, LLC | 0.01% | Add +58.6% | 257 | $13K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -96.4% | 249 | $13K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 239 | $12K |
| Keener Financial Planning LLC | 0.01% | No change | 242 | $12K |
| Tsfg, LLC | 0.00% | No change | 236 | $12K |
| Realta Investment Advisors | 0.00% | Add +0.5% | 213 | $11K |
| Key Financial Inc | 0.00% | No change | 213 | $11K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 205 | $11K |
| Bokf, NA | 0.00% | No change | 199 | $10K |
| Crewe Advisors LLC | 0.00% | Reduce -16.2% | 197 | $10K |
| Creekmur Asset Management LLC | 0.00% | Add +1.2% | 168 | $9K |
| Tompkins Financial Corp. | 0.00% | Reduce -6.7% | 168 | $9K |
| Archer Investment Corp | 0.00% | Reduce -17.3% | 163 | $8K |
| Kimelman & Baird, LLC | 0.00% | — | 157 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -16.6% | 156 | $8K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 155 | $8K |
| Avion Wealth | 0.00% | No change | 162 | $8K |
| Strategic Financial Concepts, LLC | 0.00% | Add +5365.7% | 417,250 | $8K |
| Clearstead Advisors, LLC | 0.00% | Add +116.2% | 147 | $8K |
| Sandy Spring Bank | 0.00% | No change | 140 | $7K |
| Gradient Investments LLC | 0.00% | Add +54.5% | 136 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | New | 137 | $7K |
| AlphaMark Advisors, LLC | 0.00% | Reduce -42.0% | 138 | $7K |
| Cornerstone Planning Group LLC | 0.00% | Add +170.8% | 130 | $7K |
| Caldwell Trust Co | 0.00% | New | 130 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 120 | $6K |
| Main Street Group, LTD | 0.00% | Add +1.7% | 118 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | Reduce -49.5% | 109 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 108 | $6K |
| Wiser Advisor Group LLC | 0.01% | Add +137.8% | 107 | $6K |
| Semmax Financial Advisors Inc. | 0.00% | New | 104 | $5K |
| Wagner Wealth Management, LLC | 0.00% | Add +21.7% | 101 | $5K |
| Ridgewood Investments LLC | 0.00% | New | 100 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 97 | $5K |
| Cardinal Strategic Wealth Guidance | 0.00% | New | 95 | $5K |
| Camden National Bank | 0.00% | New | 93 | $5K |
| BlackRock Inc. | 0.00% | Add +60.3% | 93 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +193.6% | 91 | $5K |
| Great Lakes Retirement, Inc. | 0.00% | New | 89 | $5K |
| AlphaCore Capital LLC | 0.00% | Reduce -65.1% | 89 | $5K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.1% | 88 | $5K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Reduce -23.5% | 88 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 87 | $5K |
| Mather Group, Llc. | 0.00% | Reduce -83.7% | 84 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 82 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 74 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -26.5% | 72 | $4K |
| Kelly Financial Services LLC | 0.00% | No change | 69 | $4K |
| Private Capital Management LLC | 0.00% | Reduce -87.9% | 68 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 66 | $3K |
| Alaska Wealth Advisors, LLC | 0.00% | Reduce -4.7% | 61 | $3K |
| Simplex Trading, LLC | 0.00% | New | 74 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 56 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 53 | $3K |
| Sage Mountain Advisors LLC | 0.00% | New | 42 | $2K |
| Innealta Capital, LLC | 0.00% | New | 40 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 39 | $2K |
| Bell Investment Advisors, Inc | 0.00% | New | 37 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 34 | $2K |
| Laffer Tengler Investments, Inc. | 0.00% | Reduce -90.9% | 34 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 31 | $2K |
| Webster Bank, N. A. | 0.00% | New | 31 | $2K |
| Geneos Wealth Management Inc. | 0.00% | No change | 30 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 27 | $1K |
| Element Wealth, LLC | 0.00% | No change | 25 | $1K |
| Hobbs Group Advisors, LLC | 0.00% | — | 23 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 12 | $1K |
| NWK Group, Inc. | 0.00% | Add +5.6% | 19 | $973 |
| Abich Financial Wealth Management LLC | 0.00% | No change | 15 | $780 |
| NewSquare Capital LLC | 0.00% | No change | 15 | $780 |
| Mfa Wealth Advisors, LLC | 0.00% | New | 11 | $553 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 8 | $417 |
| Gilliland Jeter Wealth Management LLC | 0.00% | New | 6 | $312 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -93.0% | 4 | $208 |
| Strategic Investment Solutions, Inc. | 0.00% | — | 3 | $158 |
| St Germain D J Co. Inc. | 0.00% | No change | 1 | $61 |
| First Command Advisory Services, Inc. | 0.00% | New | 47 | $0 |
"% of holder's portfolio" is SCHP's weight in each manager's 13F, not the share of Schwab U.S. Tips ETF the manager owns.