Schwab U.S. Tips ETFSCHPETF
13F holders, Q4 2024 (December 31)662holders +27
54new positions
70sold out
2famous investors
$25.84avg. 13F price*
At the end of Q4 2024, 662 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 27 from Q3 2024. 54 opened new positions and 70 sold out. The largest holders were Empower Advisory Group, LLC ($989.3M), Wealthfront Advisers LLC ($574.3M) and Municipal Employees' Retirement System of Michigan ($402.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $433.8M |
| Exits | 70 | $69.6M |
All 13F filers, Q3 2024 → Q4 2024: 52,724,902 shares bought and 40,800,777 shares sold, net +11,924,125 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 662 holders
| Empower Advisory Group, LLC | 3.33% | Add +8.0% | 38,301,085 | $989.3M |
| Wealthfront Advisers LLC | 1.68% | Add +810.5% | 22,234,248 | $574.3M |
| Municipal Employees' Retirement System of Michigan | 5.54% | New | 15,565,679 | $402.1M |
| Quadratic Capital Management LLC | 97.45% | Reduce -37.7% | 14,235,092 | $367.7M |
| Sei Investments Co. | 0.37% | Add +4.3% | 11,217,087 | $289.7M |
| Voya Investment Management LLC | 0.34% | Add +1.9% | 10,955,163 | $283.0M |
| Lincoln National Corp. | 6.84% | Add +0.1% | 8,227,198 | $212.5M |
| Cerity Partners LLC | 0.45% | Add +2.0% | 8,004,393 | $206.8M |
| Alliancebernstein L.P. | 0.07% | Add +4.8% | 7,644,210 | $197.4M |
| Nepc LLC | 5.29% | Add +28.5% | 7,637,467 | $197.3M |
| Jasper Ridge Partners, L.P. | 6.15% | Reduce -1.1% | 7,519,495 | $194.2M |
| CENTRAL TRUST Co | 3.72% | Reduce -3.9% | 5,872,188 | $151.7M |
| Alesco Advisors, LLC, An ESL Co | 4.52% | Add +3.0% | 5,570,374 | $143.9M |
| Cerity Partners OCIO LLC | 8.59% | No change | 5,017,080 | $129.6M |
| Evoke Wealth, LLC | 3.49% | Reduce -3.9% | 4,860,747 | $125.6M |
| Envestnet Asset Management Inc. | 0.03% | Add +53.5% | 3,985,927 | $103.0M |
| Morgan Stanley | 0.01% | Add +32.9% | 3,832,423 | $99.0M |
| Elm Partners Management LLC | 6.62% | Add +12.5% | 3,753,515 | $97.0M |
| UBS Group AG | 0.02% | Add +1.7% | 3,437,386 | $88.8M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.2% | 3,134,732 | $81.8M |
| Sensible Financial Planning & Management, LLC. | 15.72% | Reduce -1.9% | 2,935,521 | $75.8M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -45.4% | 2,551,410 | $65.9M |
| State Street Corp. | 0.00% | Add +5.1% | 2,531,234 | $65.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -1.5% | 2,305,109 | $59.5M |
| Prime Capital Investment Advisors, LLC | 0.76% | Add +3.5% | 2,020,567 | $52.2M |
| Bank of America Corp. | 0.00% | Reduce -1.3% | 1,856,733 | $48.0M |
| Lutz Financial Services LLC | 3.81% | Add +2.8% | 1,824,302 | $47.1M |
| Greenline Partners, LLC | 6.32% | Reduce -2.3% | 1,749,252 | $45.2M |
| Stephens Group Asset Management, LLC | 3.65% | Add +2.9% | 1,696,759 | $43.8M |
| Wells Fargo & Company | 0.01% | Add +20.7% | 1,651,197 | $42.7M |
| Full Sail Capital, LLC | 2.65% | Add +14.5% | 1,608,468 | $41.5M |
| LifeGuide Financial Advisors, LLC | 17.37% | Add +5.3% | 1,567,621 | $40.5M |
| Assetmark, Inc. | 0.11% | Add +82.6% | 1,548,166 | $40.0M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Reduce -25.2% | 1,468,944 | $37.9M |
| US Bancorp \de | 0.05% | Reduce -16.3% | 1,433,415 | $37.0M |
| Temasek Holdings (Private) Ltd | 0.14% | No change | 1,410,000 | $36.4M |
| Arax Advisory Partners | 2.26% | Reduce -0.8% | 1,390,147 | $35.9M |
| Pure Financial Advisors, LLC | 0.81% | Add +2.3% | 1,372,202 | $35.4M |
| Principal Securities, Inc. | 0.79% | Add +1605.3% | 1,355,447 | $35.0M |
| BlueSky Wealth Advisors, LLC | 5.35% | Add +0.1% | 1,324,272 | $34.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -93.4% | 1,309,398 | $33.8M |
| Financial Architects, LLC | 20.02% | Add +4.5% | 1,209,926 | $31.3M |
| Kohmann Bosshard Financial Services, LLC | 3.67% | Add +7.3% | 1,182,843 | $30.6M |
| Korea Investment CORP | 0.07% | No change | 1,160,000 | $30.0M |
| Matrix Trust Co | 5.17% | Add +4.0% | 1,151,851 | $29.8M |
| Willow Creek Wealth Management Inc. | 2.98% | Add +11.8% | 1,133,189 | $29.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.90% | Reduce -9.6% | 1,083,695 | $28.0M |
| Wealthcare Advisory Partners LLC | 0.75% | Add +1.9% | 1,044,697 | $27.0M |
| LPL Financial LLC | 0.01% | Add +12.9% | 1,034,911 | $26.7M |
| Advisory Alpha, LLC | 0.90% | Reduce -4.3% | 980,880 | $25.3M |
| Navalign, LLC | 7.39% | Add +4.5% | 973,401 | $25.1M |
| Joseph Group Capital Management | 9.20% | Reduce -10.1% | 904,277 | $23.4M |
| Marshall Financial Group Inc. | 6.70% | Reduce -0.8% | 848,851 | $21.9M |
| Citigroup Inc. | 0.02% | Add +17.0% | 840,778 | $21.7M |
| Wooster Corthell Wealth Management, Inc. | 4.56% | Add +6.0% | 810,251 | $20.9M |
| Cetera Investment Advisers | 0.04% | Add +0.3% | 801,275 | $20.7M |
| Carolina Wealth Advisors, LLC | 10.99% | Reduce -0.3% | 790,572 | $20.4M |
| Avior Wealth Management, LLC | 0.73% | Add +4.8% | 768,173 | $19.8M |
| Modera Wealth Management, LLC | 0.24% | Add +111.1% | 764,539 | $19.7M |
| Fund Evaluation Group, LLC | 0.90% | Reduce -45.5% | 748,000 | $19.3M |
| Foster & Motley Inc. | 1.24% | Add +0.4% | 740,908 | $19.1M |
| Raymond James Financial Inc. | 0.01% | — | 736,563 | $19.0M |
| Creative Planning | 0.02% | Reduce -6.2% | 728,978 | $18.8M |
| Altfest L J & Co. Inc. | 2.35% | Add +0.9% | 714,017 | $18.4M |
| Robinswood Financial LLC | 6.57% | Add +1.3% | 673,071 | $17.4M |
| Savant Capital, LLC | 0.12% | Reduce -5.2% | 603,311 | $15.6M |
| FDx Advisors, Inc. | 4.42% | Add +0.3% | 585,304 | $15.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -5.6% | 579,115 | $15.0M |
| Asset Management Group, Inc. | 2.63% | Reduce -2.1% | 572,142 | $14.8M |
| Sumitomo Life Insurance Co. | 0.28% | Add +279.3% | 567,500 | $14.7M |
| Grove Street Fiduciary, LLC | 7.41% | — | 546,468 | $14.1M |
| Eagle Ridge Investment Management | 1.17% | Add +2.8% | 518,606 | $13.4M |
| Altiora Financial Group, LLC | 2.91% | Add +1.4% | 517,443 | $13.4M |
| Sage Financial Group Inc. | 1.06% | Reduce -2.6% | 510,612 | $13.2M |
| Principal Financial Group Inc. | 0.01% | Add +46.8% | 509,968 | $13.2M |
| Thrivent Financial for Lutherans | 0.03% | Add +4.6% | 495,691 | $13.0M |
| Wealthspire Advisors, LLC | 0.13% | Reduce -0.4% | 490,414 | $12.7M |
| Marotta Asset Management | 2.61% | Reduce -1.6% | 482,507 | $12.5M |
| Proffitt & Goodson Inc. | 2.04% | Add +2.7% | 476,091 | $12.3M |
| Peak Financial Management, Inc. | 3.65% | Add +1.6% | 472,233 | $12.2M |
| Tortoise Investment Management, LLC | 1.27% | Add +148.8% | 466,982 | $12.1M |
| ALM First Financial Advisors, LLC | 2.73% | Add +19.2% | 447,872 | $11.6M |
| West Family Investments, Inc. | 3.84% | Add +8.3% | 426,922 | $11.0M |
| ZynergyRetirementPlanningLLC | 7.74% | Reduce -50.0% | 204,741 | $11.0M |
| Resonant Capital Advisors, LLC | 0.78% | Add +13.0% | 416,091 | $10.7M |
| HighTower Advisors, LLC | 0.01% | Add +13.1% | 390,413 | $10.1M |
| Allen Capital Group, LLC | 1.22% | Add +8.6% | 384,628 | $9.9M |
| Kestra Private Wealth Services, LLC | 0.16% | Add +29.4% | 372,617 | $9.6M |
| Wealthcare Capital Management LLC | 0.94% | Add +4.2% | 359,385 | $9.3M |
| Prairiewood Capital, LLC | 3.87% | Add +15.5% | 350,847 | $9.1M |
| Brightwater Advisory LLC | 7.02% | Add +3.5% | 346,790 | $9.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -38.8% | 336,713 | $8.7M |
| Golden Bell Financial Planning LLC | 8.67% | — | 334,020 | $8.6M |
| Signet Investment Advisory Group, Inc. | 4.23% | Reduce -0.2% | 321,275 | $8.3M |
| Bfsg, LLC | 0.96% | Add +4.2% | 317,499 | $8.2M |
| Transamerica Financial Advisors, LLC | 0.81% | Reduce -5.2% | 316,547 | $8.2M |
| Truist Financial Corp. | 0.01% | Reduce -3.2% | 316,175 | $8.2M |
| Eq Wealth Advisors, LLC | 7.60% | — | 305,919 | $7.9M |
| Royal Bank of Canada | 0.00% | Add +105.5% | 298,784 | $7.7M |
| Summit Financial, LLC | 0.27% | Add +42.6% | 297,062 | $7.7M |
| FC Advisory LLC | 2.57% | Add +4.5% | 296,508 | $7.7M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -48.3% | 284,558 | $7.4M |
| McAdam, LLC | 0.40% | Add +1.3% | 284,532 | $7.3M |
| Summit Wealth Group, LLC | 2.06% | Add +4.6% | 275,134 | $7.1M |
| GenTrust, LLC | 0.31% | Reduce -11.5% | 271,730 | $7.0M |
| Hart & Patterson Financial Group LLC | 3.40% | Add +3.5% | 270,766 | $7.0M |
| MML Investors Services, LLC | 0.02% | Add +4.9% | 267,024 | $6.9M |
| Fortis Capital Management LLC | 1.28% | Reduce -5.6% | 265,800 | $6.9M |
| Focus Financial Network, Inc. | 0.27% | Add +282.7% | 263,315 | $6.8M |
| Two West Capital Advisors LLC | 5.79% | Add +1.9% | 261,460 | $6.8M |
| Trajan Wealth LLC | 0.37% | Add +0.7% | 260,341 | $6.7M |
| Goodwin Investment Advisory | 3.49% | Add +8.4% | 258,085 | $6.7M |
| Stifel Financial Corp. | 0.01% | Add +91.5% | 257,635 | $6.7M |
| VCI Wealth Management LLC | 2.76% | No change | 251,999 | $6.5M |
| IRON Financial LLC | 3.56% | Reduce -8.4% | 244,990 | $6.3M |
| MBE Wealth Management, LLC | 3.56% | Add +20.7% | 244,887 | $6.3M |
| CreativeOne Wealth, LLC | 0.19% | Reduce -3.6% | 244,277 | $6.3M |
| Theory Financial LLC | 2.62% | Reduce -47.6% | 242,218 | $6.3M |
| Wealthcare Capital Partners, LLC | 3.22% | — | 239,345 | $6.2M |
| Harbour Investments, Inc. | 0.18% | Reduce -5.1% | 238,432 | $6.2M |
| Fi3 FINANCIAL ADVISORS, LLC | 2.26% | Reduce -7.3% | 233,975 | $6.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Add +3.3% | 233,859 | $6.0M |
| Valmark Advisers, Inc. | 0.09% | Reduce -3.5% | 230,269 | $5.9M |
| Jane Street Group, LLC | 0.01% | New | 221,720 | $5.7M |
| Cambridge Capital Management, LLC | 3.59% | Add +7.7% | 216,935 | $5.6M |
| American Trust Investment Advisors, LLC | 2.28% | Reduce -0.3% | 214,976 | $5.6M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -6.5% | 214,353 | $5.5M |
| Fortis Advisors, LLC | 3.59% | Add +3.5% | 211,911 | $5.5M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -19.8% | 211,670 | $5.5M |
| Pacific Capital Wealth Advisors, Inc. | 0.91% | Reduce -27.6% | 211,495 | $5.5M |
| Alpha Omega Wealth Management LLC | 1.02% | Add +52.9% | 208,560 | $5.4M |
| Fifth Third Bancorp | 0.02% | Reduce -8.3% | 205,998 | $5.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.4% | 203,884 | $5.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -2.6% | 198,579 | $5.1M |
| Charles Schwab Trust Co | 0.44% | Reduce -0.4% | 198,284 | $5.1M |
| M Wealth Management, LLC | 4.66% | — | 197,603 | $5.1M |
| Virtue Capital Management, LLC | 1.01% | Add +2.8% | 194,863 | $5.0M |
| Curbstone Financial Management Corp | 1.04% | Reduce -0.3% | 190,520 | $4.9M |
| Almanack Investment Partners, LLC. | 0.75% | Reduce -66.6% | 188,472 | $4.9M |
| Ethos Financial Group, LLC | 0.64% | Add +840.1% | 188,031 | $4.9M |
| Exencial Wealth Advisors, LLC | 0.18% | Reduce -13.9% | 187,946 | $4.9M |
| Rebalance, LLC | 0.35% | Reduce -6.4% | 182,447 | $4.7M |
| Arvest Investments, Inc. | 0.75% | Reduce -1.1% | 180,932 | $4.7M |
| LifePlan Investment Advisors, Inc. | 2.89% | Reduce -4.1% | 180,740 | $4.7M |
| Flow Traders U.S. LLC | 0.18% | Reduce -31.2% | 178,116 | $4.6M |
| Christensen, King & Associates Investment Services, Inc. | 2.12% | Reduce -4.0% | 175,178 | $4.5M |
| Morningstar Investment Services LLC | 0.41% | Reduce -82.0% | 174,830 | $4.5M |
| Hoxton Planning & Management, LLC | 1.72% | Add +2.6% | 174,044 | $4.5M |
| Seed Wealth Management, Inc. | 3.58% | Add +29.8% | 171,420 | $4.4M |
| FMR LLC | 0.00% | Add +5.3% | 170,844 | $4.4M |
| Columbus Macro, LLC | 0.61% | Add +270.5% | 170,299 | $4.4M |
| Cambria Investment Management, L.P. | 0.26% | Reduce -1.3% | 167,189 | $4.3M |
| MPS Loria Financial Planners, LLC | 1.23% | Add +2.2% | 160,336 | $4.1M |
| Trustmark Bank Trust Department | 0.31% | No change | 160,000 | $4.1M |
| Avantax Planning Partners, Inc. | 0.15% | Add +6.3% | 159,390 | $4.1M |
| Vise Technologies, Inc. | 0.34% | Reduce -6.1% | 157,161 | $4.1M |
| Grey Fox Wealth Advisors, LLC | 1.11% | Add +5.6% | 156,921 | $4.1M |
| Performance Wealth Partners, LLC | 0.13% | Reduce -8.2% | 153,703 | $4.0M |
| Osaic Holdings, Inc. | 0.01% | Add +2.7% | 152,809 | $3.9M |
| Ellevest, Inc. | 0.23% | Add +8.4% | 152,531 | $3.9M |
| Stratos Wealth Advisors, LLC | 0.19% | Reduce -4.6% | 149,648 | $3.9M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +52.9% | 148,211 | $3.8M |
| Verde Capital Management | 1.07% | Add +3.1% | 147,008 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -46.4% | 145,657 | $3.8M |
| JTC Employer Solutions Trustee Ltd | 0.27% | No change | 141,964 | $3.7M |
| OneAscent Financial Services LLC | 0.32% | New | 144,819 | $3.7M |
| Aviance Capital Partners, LLC | 0.50% | Reduce -2.5% | 140,329 | $3.6M |
| AE Wealth Management LLC | 0.03% | Add +75.5% | 139,149 | $3.6M |
| Fifth Third Securities, Inc. | 0.30% | Add +209.5% | 137,303 | $3.5M |
| Jacobson & Schmitt Advisors, LLC | 0.68% | New | 136,799 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -9.7% | 135,899 | $3.5M |
| Rock Creek Group LLC | 0.34% | Add +57.3% | 125,943 | $3.3M |
| Kings Path Partners LLC | 1.38% | Add +1.3% | 125,176 | $3.2M |
| Horizon Financial Services, LLC | 1.81% | Add +4.7% | 124,757 | $3.2M |
| Atria Investments, Inc | 0.04% | Reduce -32.9% | 123,970 | $3.2M |
| Red Tortoise LLC | 1.67% | Add +0.7% | 123,484 | $3.2M |
| High Note Wealth, LLC | 0.83% | Reduce -25.1% | 122,815 | $3.2M |
| McNaughton Wealth Management, LLC | 1.52% | Add +1.8% | 121,905 | $3.1M |
| McLean Asset Management Corp | 0.93% | Add +0.7% | 120,447 | $3.1M |
| FSA Investment Group, LLC | 2.70% | — | 120,489 | $3.1M |
| Alps Advisors Inc. | 0.02% | Add +0.6% | 118,600 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -7.3% | 118,532 | $3.1M |
| Western Wealth Management, LLC | 0.16% | Add +65.2% | 117,012 | $3.0M |
| JMG Financial Group, Ltd. | 0.10% | Add +1.2% | 115,659 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.10% | Add +2.5% | 115,638 | $3.0M |
| Seeds Investor LLC | 0.84% | New | 114,049 | $2.9M |
| Moser Wealth Advisors, LLC | 1.53% | Reduce -2.2% | 113,582 | $2.9M |
| CW Advisors, LLC | 0.04% | Reduce -9.4% | 113,484 | $2.9M |
| Skyline Advisors, Inc. | 1.14% | Add +7.7% | 113,309 | $2.9M |
| C M Bidwell & Associates Ltd. | 1.72% | Reduce -16.2% | 109,462 | $2.8M |
| Lodestar Private Asset Management LLC | 0.35% | Add +4.9% | 109,149 | $2.8M |
| Cape Cod Five Cents Savings Bank | 0.25% | Reduce -50.0% | 51,949 | $2.8M |
| Washington Trust Advisors, Inc. | 0.23% | Reduce -5.3% | 105,566 | $2.7M |
| Kades & Cheifetz LLC | 1.37% | Add +57.1% | 103,539 | $2.7M |
| Silver Oak Securities, Incorporated | 0.25% | Reduce -10.9% | 103,461 | $2.7M |
| Comerica Bank | 0.01% | Add +7.6% | 102,736 | $2.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -0.6% | 102,031 | $2.6M |
| Galvin, Gaustad & Stein, LLC | 0.24% | Add +1.6% | 101,686 | $2.6M |
| Litman Gregory Wealth Management LLC | 0.23% | Reduce -93.1% | 101,195 | $2.6M |
| Upper Left Wealth Management, LLC | 2.22% | Add +2.9% | 100,442 | $2.6M |
| &partners | 0.03% | Add +569.8% | 97,741 | $2.6M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -3.0% | 99,052 | $2.6M |
| WASHINGTON TRUST Co | 0.09% | Reduce -9.3% | 97,546 | $2.5M |
| K2 Financial Inc. | 2.44% | — | 95,351 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -20.8% | 94,876 | $2.5M |
| Summit Financial Strategies, Inc. | 0.27% | Add +9.5% | 94,683 | $2.4M |
| BCGM Wealth Management, LLC | 0.78% | Add +3.3% | 94,664 | $2.4M |
| WealthCollab, LLC | 1.57% | Add +23.8% | 94,646 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.21% | Reduce -1.5% | 92,361 | $2.4M |
| White Lighthouse Investment Management Inc. | 0.42% | Add +8.6% | 91,749 | $2.4M |
| Frontier Asset Management, LLC | 0.78% | Add +0.9% | 91,624 | $2.4M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -4.1% | 90,506 | $2.3M |
| Arcataur Capital Management LLC | 0.79% | Reduce -1.4% | 90,460 | $2.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -6.7% | 88,511 | $2.3M |
| Phillips Financial Management, LLC | 0.18% | Add +40.8% | 87,330 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +166.0% | 84,501 | $2.2M |
| Physician Wealth Solutions Inc. | 1.09% | Reduce -49.8% | 84,293 | $2.2M |
| 1620 Investment Advisors, Inc. | 1.69% | Add +15.6% | 84,083 | $2.2M |
| Catalyst Private Wealth, LLC | 0.93% | Add +7.2% | 80,987 | $2.1M |
| Wealthspire Retirement, LLC | 0.16% | Add +4.3% | 79,731 | $2.1M |
| Financial Freedom, LLC | 1.08% | Add +0.5% | 79,503 | $2.1M |
| TrinityPoint Wealth, LLC | 0.29% | Reduce -1.6% | 78,822 | $2.0M |
| IFP Advisors, Inc | 0.07% | Add +20.0% | 78,543 | $2.0M |
| Eagle Bay Advisors LLC | 1.27% | Reduce -41.3% | 78,238 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Reduce -0.7% | 76,185 | $2.0M |
| RHS Financial, LLC | 1.00% | Add +165.4% | 75,083 | $1.9M |
| Maltin Wealth Management, Inc. | 0.95% | Add +2.5% | 74,860 | $1.9M |
| Passive Capital Management, LLC. | 0.68% | Reduce -3.8% | 74,463 | $1.9M |
| Empowered Funds, LLC | 0.03% | Reduce -72.9% | 74,091 | $1.9M |
| Koss-Olinger Consulting, LLC | 0.17% | Reduce -6.5% | 73,885 | $1.9M |
| Capital Analysts, LLC | 0.08% | Add +75.8% | 73,633 | $1.9M |
| Hengehold Capital Management LLC | 0.18% | Add +22.3% | 73,188 | $1.9M |
| Soltis Investment Advisors LLC | 0.17% | Add +3.1% | 73,058 | $1.9M |
| Csenge Advisory Group | 0.10% | Reduce -43.9% | 72,331 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +5.7% | 72,240 | $1.9M |
| Arkansas Financial Group, Inc. | 0.30% | Reduce -8.3% | 71,499 | $1.8M |
| Wbi Investments, LLC | 0.44% | Add +11.3% | 68,309 | $1.8M |
| Aletheian Wealth Advisors LLC | 1.03% | Add +1.8% | 67,506 | $1.7M |
| TrueWealth Advisors, LLC | 0.58% | Reduce -3.6% | 67,381 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -7.3% | 67,227 | $1.7M |
| First National Corp. /Ma/ | 0.39% | Reduce -0.4% | 67,153 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.9% | 67,152 | $1.7M |
| Fulton Breakefield Broenniman LLC | 0.12% | Reduce -1.8% | 65,976 | $1.7M |
| Corrado Advisors, LLC | 1.10% | Reduce -7.9% | 65,211 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -51.2% | 64,876 | $1.7M |
| Freedom Financial Partners LLC | 0.80% | — | 64,335 | $1.7M |
| American Financial Advisors, LLC | 0.23% | Reduce -11.1% | 63,840 | $1.6M |
| Braun-Bostich & Associates Inc. | 1.18% | Reduce -6.1% | 63,297 | $1.6M |
| Blue Fin Capital, Inc. | 0.29% | Reduce -5.2% | 61,738 | $1.6M |
| Accelerate Investment Advisors LLC | 1.40% | Add +6.2% | 61,646 | $1.6M |
| Van Strum & Towne Inc. | 0.56% | Add +2.2% | 61,598 | $1.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +0.3% | 61,373 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Reduce -50.9% | 61,026 | $1.6M |
| Lederer & Associates Investment Counsel | 1.08% | No change | 59,886 | $1.5M |
| Focus Partners Wealth | 0.00% | Reduce -1.4% | 58,800 | $1.5M |
| Algorithmic Investment Models, LLC | 1.17% | No change | 58,564 | $1.5M |
| Cahill Financial Advisors Inc. | 0.20% | Reduce -10.2% | 58,223 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -1.8% | 57,946 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -25.5% | 57,455 | $1.5M |
| Smith Thornton Advisors LLC | 0.93% | Add +2.7% | 56,889 | $1.5M |
| Breakwater Investment Management | 0.62% | Add +0.6% | 56,202 | $1.5M |
| Quadrature Capital Ltd | 0.03% | New | 56,046 | $1.4M |
| Comprehensive Money Management Services LLC | 1.19% | — | 55,752 | $1.4M |
| Archvest Wealth Advisors, Inc. | 1.00% | Add +1.2% | 53,305 | $1.4M |
| L.K. Benson & Company, P.C. | 0.96% | — | 52,575 | $1.4M |
| Waverly Advisors, LLC | 0.02% | Reduce -38.7% | 52,296 | $1.4M |
| Greenspring Advisors, LLC | 0.29% | New | 51,870 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -2.5% | 51,171 | $1.3M |
| Citizens National Bank Trust Department | 0.28% | Reduce -4.7% | 51,141 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 50,859 | $1.3M |
| Creative Financial Designs Inc. | 0.11% | Reduce -6.1% | 50,856 | $1.3M |
| LongView Wealth Management | 0.40% | Reduce -8.0% | 50,404 | $1.3M |
| Strategic Financial Planning, Inc. | 0.88% | Add +4.3% | 50,150 | $1.3M |
| Hutchinson Capital Management | 0.23% | Reduce -1.8% | 47,892 | $1.2M |
| Friedenthal Financial | 0.70% | Add +0.4% | 46,281 | $1.2M |
| Meritage Portfolio Management | 0.07% | Reduce -14.5% | 45,765 | $1.2M |
| Sherman Asset Management, Inc. | 1.08% | — | 45,664 | $1.2M |
| Compound Planning, Inc. | 0.06% | Add +6.9% | 45,371 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.51% | Reduce -23.6% | 44,448 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | Add +9.6% | 43,390 | $1.1M |
| Hayek Kallen Investment Management | 0.41% | Reduce -16.3% | 43,249 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.91% | Add +4.1% | 42,969 | $1.1M |
| Patten Group, Inc. | 0.24% | New | 42,511 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +14.2% | 42,496 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +14.2% | 42,496 | $1.1M |
| Maridea Wealth Management LLC | 0.35% | — | 42,399 | $1.1M |
| Clear Investment Research, LLC | 1.41% | Add +7.6% | 42,377 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +51.0% | 41,819 | $1.1M |
| Leeward Financial Partners, LLC | 0.38% | No change | 41,380 | $1.1M |
| Renaissance Technologies | 0.00% | Reduce -68.6% | 41,300 | $1.1M |
| Anchor Investment Management, LLC | 0.10% | Reduce -14.8% | 41,148 | $1.1M |
| Veracity Capital LLC | 0.39% | Add +4.5% | 41,125 | $1.1M |
| Curio Wealth, LLC | 0.57% | — | 40,815 | $1.1M |
| Ellenbecker Investment Group | 0.19% | Reduce -64.1% | 40,358 | $1.0M |
| Websterrogers Financial Advisors, LLC | 0.36% | Add +0.5% | 40,010 | $1.0M |
| LCNB Corp. | 0.37% | No change | 39,362 | $1.0M |
| Horizons Wealth Management | 0.79% | Add +29.2% | 39,335 | $1.0M |
| LifeGoal Investments, LLC | 1.10% | — | 39,219 | $1.0M |
| Betterment LLC | 0.00% | Add +0.3% | 38,993 | $1.0M |
| Factor Wealth Management LTD | 0.33% | — | 38,168 | $986K |
| First Merchants Corp. | 0.04% | Add +2.7% | 38,032 | $982K |
| SRH Advisors, LLC | 0.29% | Reduce -12.4% | 37,848 | $978K |
| Magnolia Capital Advisors LLC | 0.25% | Add +4.0% | 37,609 | $971K |
| Asset Allocation Strategies LLC | 0.23% | Add +30.1% | 37,187 | $971K |
| Plum Street Advisors, LLC | 0.48% | Reduce -10.7% | 37,255 | $962K |
| Bigelow Investment Advisors, LLC | 0.44% | Reduce -6.8% | 36,679 | $947K |
| Nwam LLC | 0.06% | Add +33.5% | 35,870 | $927K |
| Pinnacle Bancorp, Inc. | 0.30% | Add +13.5% | 35,175 | $909K |
| Advisory Services Network, LLC | 0.02% | Add +19.6% | 34,729 | $897K |
| Patriot Investment Management Group, Inc. | 0.07% | Reduce -20.9% | 34,317 | $886K |
| Myecfo, LLC | 0.48% | Reduce -6.9% | 34,200 | $883K |
| Sigma Planning Corp | 0.03% | Reduce -6.1% | 33,682 | $870K |
| Atlas Financial Advisors, Inc. | 1.35% | New | 33,598 | $868K |
| Revisor Wealth Management LLC | 0.79% | Reduce -16.1% | 33,117 | $857K |
| AMG National Trust Bank | 0.02% | New | 31,622 | $817K |
| Sagace Wealth Management LLC | 0.61% | Reduce -81.8% | 31,492 | $813K |
| Benchmark Wealth Management, LLC | 0.40% | Reduce -1.0% | 31,120 | $804K |
| Bakala Capital LLC | 4.70% | Add +0.8% | 30,235 | $781K |
| Fischer Financial Services, Inc. | 0.24% | — | 30,080 | $777K |
| Bragg Financial Advisors, Inc | 0.03% | New | 30,000 | $775K |
| OMNI 360 Wealth, Inc. | 0.51% | No change | 29,811 | $770K |
| Mount Lucas Management LP | 0.26% | Add +4.3% | 29,226 | $755K |
| Pinkerton Wealth, LLC | 0.11% | Add +11.4% | 29,154 | $753K |
| Geneos Wealth Management Inc. | 0.03% | Reduce -26.8% | 28,818 | $744K |
| Journey Advisory Group, LLC | 0.09% | Reduce -50.0% | 14,195 | $738K |
| SigFig Wealth Management, LLC | 0.03% | Add +12.8% | 57,456 | $736K |
| Walter & Keenan Wealth Management LLC /in/ | 0.22% | Add +20.2% | 27,649 | $714K |
| AdvisorNet Financial, Inc | 0.06% | Reduce -35.2% | 27,460 | $709K |
| Ahl Investment Management, Inc. | 0.50% | Reduce -6.8% | 27,456 | $709K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -92.2% | 27,155 | $701K |
| AQR Capital Management | 0.00% | New | 27,141 | $701K |
| Savvy Advisors, Inc. | 0.08% | Add +41.0% | 27,120 | $701K |
| Jackson Creek Investment Advisors LLC | 0.21% | Add +2.6% | 26,386 | $682K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Reduce -9.3% | 26,245 | $678K |
| SWS Partners | 0.21% | New | 26,237 | $678K |
| DMC Group, LLC | 0.54% | Reduce -11.0% | 25,860 | $668K |
| CoreCap Advisors, LLC | 0.03% | Add +126.8% | 25,680 | $663K |
| Commerce Bank | 0.00% | Reduce -34.5% | 25,482 | $658K |
| Walkner Condon Financial Advisors LLC | 0.13% | Reduce -7.1% | 25,439 | $657K |
| Sowell Financial Services LLC | 0.03% | Reduce -13.7% | 25,400 | $656K |
| Stark Wealth Management LLC | 0.48% | — | 25,360 | $655K |
| Fortress Financial Group, LLC | 0.65% | — | 25,323 | $654K |
| IFG Advisory, LLC | 0.04% | Reduce -6.7% | 24,921 | $644K |
| Cambridge Advisors Inc. | 0.14% | Reduce -1.2% | 24,506 | $633K |
| Symmetry Partners, LLC | 0.09% | New | 24,356 | $629K |
| Laraway Financial Advisors Inc | 0.48% | Reduce -6.5% | 24,296 | $628K |
| Panoramic Investment Advisors, LLC | 0.40% | Reduce -4.2% | 23,984 | $620K |
| SVB Wealth LLC | 0.01% | New | 23,619 | $610K |
| UMB Bank, n.a. | 0.01% | Add +177.6% | 23,366 | $604K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -12.8% | 23,186 | $599K |
| Murphy & Mullick Capital Management Corp | 0.55% | — | 23,088 | $596K |
| Prossimo Advisors, LLC | 0.43% | No change | 23,000 | $594K |
| Strategic Blueprint, LLC | 0.04% | Reduce -32.4% | 22,800 | $589K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +1.4% | 22,568 | $585K |
| Gradient Capital Advisors, LLC | 0.19% | No change | 22,444 | $580K |
| Gray Wealth Management Inc. | 0.22% | Add +79.3% | 22,207 | $574K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -15.4% | 22,160 | $572K |
| SageView Advisory Group, LLC | 0.02% | Reduce -2.7% | 22,135 | $572K |
| SignalPoint Asset Management, LLC | 0.14% | Reduce -14.6% | 22,023 | $569K |
| Oder Investment Management, LLC | 0.46% | Reduce -8.2% | 21,474 | $555K |
| Coldstream Capital Management Inc. | 0.01% | No change | 21,450 | $554K |
| WealthPlan Investment Management, LLC | 0.05% | New | 21,407 | $553K |
| Shearwater Capital LLC | 0.37% | No change | 21,290 | $550K |
| Accredited Wealth Management, LLC | 0.48% | — | 21,212 | $548K |
| Rinkey Investments | 0.17% | No change | 21,042 | $544K |
| Brighton Jones LLC | 0.02% | Add +55.7% | 20,936 | $541K |
| Global Retirement Partners, LLC | 0.02% | Reduce -49.0% | 20,827 | $538K |
| Root Financial Partners, LLC | 0.07% | New | 20,553 | $531K |
| SageOak Financial, LLC | 0.48% | — | 20,529 | $530K |
| Advyzon Investment Management, LLC | 0.20% | — | 20,487 | $529K |
| Howard Bailey Securities, LLC | 0.20% | Add +92.7% | 20,443 | $528K |
| Kondo Wealth Advisors, Inc. | 0.26% | — | 20,011 | $517K |
| Aspen Grove Capital, LLC | 0.11% | No change | 20,002 | $517K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -30.0% | 19,711 | $509K |
| Latitude Advisors, LLC | 0.29% | Reduce -1.3% | 19,619 | $507K |
| Ameritas Advisory Services, LLC | 0.02% | Add +41.3% | 19,583 | $506K |
| Chapman Financial Group, LLC | 0.41% | — | 19,567 | $505K |
| Prevail Innovative Wealth Advisors, LLC | 0.15% | Add +45.7% | 19,543 | $505K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +4.2% | 19,526 | $504K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -11.5% | 19,294 | $498K |
| First Heartland Consultants, Inc. | 0.05% | Reduce -35.7% | 19,198 | $496K |
| Tran Capital Management, L.P. | 0.06% | No change | 19,160 | $495K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +0.7% | 19,139 | $494K |
| Corient Private Wealth LP | 0.00% | Add +8.0% | 18,968 | $490K |
| Associated Banc-Corp | 0.01% | Reduce -1.2% | 18,730 | $484K |
| First Hawaiian Bank | 0.02% | No change | 18,680 | $483K |
| Yoder Wealth Management, Inc. | 0.26% | No change | 18,400 | $475K |
| Allworth Financial LP | 0.00% | Add +360.2% | 17,976 | $466K |
| Venture Visionary Partners LLC | 0.02% | No change | 18,047 | $466K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 18,000 | $465K |
| Compass Capital Corp. /Ma/ | 0.18% | — | 17,698 | $457K |
| Fruth Investment Management | 0.13% | Reduce -18.4% | 17,700 | $457K |
| Strategic Financial Concepts, LLC | 0.09% | Add +2.6% | 17,620 | $455K |
| Mengis Capital Management, Inc. | 0.09% | Reduce -64.7% | 17,568 | $454K |
| Mattern Wealth Management LLC | 0.10% | No change | 17,428 | $450K |
| Brookstone Capital Management | 0.01% | Add +30.6% | 17,260 | $446K |
| HRT Financial LP | 0.00% | New | 17,150 | $442K |
| Pure Portfolios Holdings LLC | 0.16% | Add +2.4% | 16,811 | $434K |
| Laird Norton Wetherby Trust Company, LLC | 0.06% | New | 16,701 | $431K |
| Farther Finance Advisors, LLC | 0.02% | Add +8.4% | 16,614 | $429K |
| Topel & Distasi Wealth Management, LLC | 0.18% | No change | 16,466 | $425K |
| Summit Global Investments | 0.03% | Reduce -2.3% | 16,333 | $422K |
| ORG Partners LLC | 0.06% | Add +2.1% | 16,329 | $422K |
| Kingdom Financial Group LLC. | 0.29% | Add +86.8% | 16,323 | $422K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 16,190 | $418K |
| Sheets Smith Wealth Management | 0.05% | No change | 16,052 | $415K |
| Tilia Fiduciary Partners, Inc. | 0.28% | Reduce -4.5% | 16,029 | $414K |
| Equitable Holdings, Inc. | 0.00% | No change | 15,769 | $407K |
| Stewardship Advisors, LLC | 0.11% | Add +29.3% | 15,664 | $405K |
| WT Wealth Management | 0.12% | Reduce -48.8% | 15,374 | $397K |
| Captrust Financial Advisors | 0.00% | Reduce -38.7% | 15,304 | $395K |
| Zhang Financial LLC | 0.02% | Reduce -7.6% | 15,282 | $395K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.2% | 15,182 | $392K |
| United Advisor Group, LLC | 0.08% | New | 14,721 | $380K |
| Barrett & Company, Inc. | 0.16% | No change | 14,702 | $380K |
| Integrated Advisors Network LLC | 0.02% | Add +3.6% | 14,637 | $378K |
| Independent Advisor Alliance | 0.01% | New | 14,568 | $376K |
| VanderPol Investments L.L.C. | 0.82% | New | 14,483 | $374K |
| Private Client Services, LLC | 0.20% | Reduce -15.1% | 14,412 | $372K |
| Guardian Financial Partners, LLC | 0.22% | Add +62.2% | 14,154 | $366K |
| Birch Financial Group, LLC | 0.41% | — | 13,982 | $361K |
| FWG Investments, LLC. | 0.28% | Add +24.3% | 13,967 | $361K |
| Lynx Investment Advisory | 0.25% | Add +8.5% | 13,908 | $359K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -35.1% | 13,805 | $357K |
| TD Private Client Wealth LLC | 0.01% | Add +2.9% | 13,800 | $356K |
| Wealth Group, Ltd. | 0.23% | Reduce -3.6% | 13,755 | $355K |
| Benjamin Edwards Inc. | 0.01% | Reduce -13.5% | 13,667 | $353K |
| Smartleaf Asset Management LLC | 0.04% | Add +23.5% | 13,655 | $353K |
| Center For Asset Management LLC | 0.23% | Reduce -51.3% | 13,650 | $353K |
| Blair William & Co. | 0.00% | Reduce -5.3% | 13,434 | $347K |
| Inspire Advisors, LLC | 0.04% | New | 13,421 | $347K |
| SGL Investment Advisors, Inc. | 0.18% | Reduce -49.8% | 13,262 | $346K |
| Vista Capital Partners, Inc. | 0.04% | Add +61.8% | 13,404 | $346K |
| Janney Montgomery Scott LLC | 0.00% | Add +10.9% | 13,361 | $345K |
| Park Avenue Securities LLC | 0.00% | Reduce -25.2% | 13,267 | $343K |
| Continuum Advisory, LLC | 0.04% | Reduce -60.3% | 13,022 | $336K |
| World Investment Advisors | 0.01% | Reduce -29.2% | 12,831 | $331K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -2.3% | 12,716 | $328K |
| Elios Financial Group Inc. | 0.15% | Add +9.6% | 12,685 | $328K |
| Coastwise Capital Group, LLC | 0.26% | Add +3.1% | 12,450 | $322K |
| Spire Wealth Management | 0.01% | Reduce -5.5% | 12,444 | $321K |
| Arkadios Wealth Advisors | 0.02% | Reduce -52.6% | 12,407 | $320K |
| Jones Financial Companies LLLP | 0.00% | Add +18.2% | 12,299 | $318K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +2.5% | 12,252 | $316K |
| Petra Financial Advisors Inc. | 0.21% | Add +6.9% | 12,032 | $311K |
| Greenfield Seitz Capital Management, LLC | 0.12% | Add +15.4% | 12,004 | $310K |
| Northern Trust Corp. | 0.00% | New | 11,934 | $308K |
| Covestor Ltd | 0.19% | Add +5.8% | 11,903 | $307K |
| LVW Advisors, LLC | 0.04% | Reduce -82.5% | 11,826 | $305K |
| Lifeworks Advisors, LLC | 0.05% | New | 11,694 | $302K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +95.0% | 11,700 | $301K |
| CWC Advisors, LLC. | 0.29% | Reduce -3.5% | 11,311 | $292K |
| Atlas Wealth Partners, LLC | 0.37% | Reduce -9.0% | 11,205 | $289K |
| Global Assets Advisory, LLC | 0.16% | New | 11,106 | $287K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -0.9% | 11,077 | $286K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -18.0% | 11,049 | $285K |
| Walker Asset Management, LLC | 0.18% | Reduce -42.7% | 11,024 | $285K |
| Clearview Wealth Advisors LLC | 0.22% | Add +17.6% | 10,994 | $284K |
| North Forty Two & Co. | 0.32% | — | 10,882 | $281K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | Add +0.8% | 10,701 | $276K |
| Addison Capital Co | 0.11% | Reduce -1.1% | 10,576 | $273K |
| Wealth Management Resources, Inc. | 0.10% | Reduce -50.0% | 10,556 | $273K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -31.0% | 10,546 | $272K |
| Schiavi & Co LLC | 0.11% | New | 10,543 | $272K |
| Liberty Capital Management, Inc. | 0.06% | No change | 10,312 | $266K |
| Avant Financial Advisors LLC | 0.24% | — | 10,296 | $266K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 10,182 | $263K |
| Hardin Capital Partners, LLC | 0.16% | No change | 10,067 | $260K |
| Quadcap Wealth Management, LLC | 0.04% | Add +5.5% | 10,049 | $260K |
| Parkside Financial Bank & Trust | 0.03% | No change | 10,004 | $258K |
| VPR Management LLC | 0.13% | No change | 10,000 | $258K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.0% | 9,946 | $257K |
| Main Street Financial Solutions, LLC | 0.02% | No change | 9,504 | $245K |
| Octavia Wealth Advisors, LLC | 0.03% | Reduce -15.9% | 9,366 | $242K |
| Duff & Phelps Investment Management Co. | 0.00% | Reduce -29.6% | 9,300 | $240K |
| Alhambra Investment Management LLC | 0.12% | No change | 9,292 | $240K |
| NBT Bank, N.A. | 0.02% | Add +82.0% | 9,291 | $240K |
| Moneco Advisors, LLC | 0.02% | Add +5.0% | 9,041 | $234K |
| Larson Financial Group LLC | 0.01% | Add +15.2% | 8,982 | $232K |
| Madden Advisory Services, Inc. | 0.11% | Add +15.0% | 8,949 | $231K |
| Tempus Wealth Planning, LLC | 0.07% | Add +9.0% | 8,919 | $230K |
| Capital Investment Advisors, LLC | 0.00% | Add +2.0% | 8,820 | $228K |
| Transce3nd, LLC | 0.08% | — | 8,814 | $228K |
| Pinnacle Wealth Management Group, Inc. | 0.14% | No change | 8,800 | $227K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.5% | 8,660 | $224K |
| TPG Advisors LLC | 0.17% | Reduce -16.3% | 8,644 | $223K |
| HCR Wealth Advisors | 0.03% | Reduce -0.9% | 8,402 | $217K |
| Berger Financial Group, Inc | 0.01% | Add +3.9% | 8,364 | $216K |
| Parallel Advisors, LLC | 0.00% | No change | 8,356 | $216K |
| Facet Wealth, Inc. | 0.01% | New | 8,116 | $213K |
| Cannell & Spears LLC | 0.00% | Add +0.5% | 8,200 | $212K |
| Jmac Enterprises LLC | 0.03% | No change | 8,088 | $209K |
| ArborFi Advisors, LLC | 0.21% | — | 8,066 | $208K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 8,004 | $207K |
| Blume Capital Management, Inc. | 0.05% | No change | 8,000 | $207K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -5.5% | 7,831 | $202K |
| Inman Jager Wealth Management, LLC | 0.16% | — | 7,827 | $202K |
| WPG Advisers, LLC | 0.19% | — | 7,818 | $202K |
| Quantitative Strategies, Inc. | 0.11% | New | 7,770 | $201K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.3% | 7,664 | $198K |
| Franklin Resources Inc. | 0.00% | Add +0.6% | 7,354 | $190K |
| MAI Capital Management | 0.00% | New | 6,662 | $172K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | — | 6,564 | $170K |
| Iron Horse Wealth Management, LLC | 0.06% | Reduce -0.3% | 6,524 | $169K |
| Whittier Trust Co. | 0.00% | No change | 6,254 | $161K |
| GeoWealth Management, LLC | 0.01% | Reduce -66.8% | 6,244 | $161K |
| Cwm, LLC | 0.00% | Add +10.8% | 6,230 | $161K |
| Beacon Capital Management, LLC | 0.02% | Add +0.5% | 5,922 | $153K |
| Physician Wealth Advisors, Inc. | 0.03% | New | 5,860 | $151K |
| Birchbrook, Inc. | 0.09% | No change | 5,812 | $150K |
| Richardson Financial Services Inc. | 0.10% | Reduce -12.7% | 5,773 | $149K |
| Ballast Advisors LLC | 0.04% | Add +8.1% | 5,569 | $144K |
| Caitlin John, LLC | 0.10% | Reduce -50.0% | 5,432 | $140K |
| Bristlecone Advisors, LLC | 0.01% | No change | 4,804 | $124K |
| Private Trust Co. NA | 0.01% | Add +132.4% | 4,649 | $120K |
| Smithfield Trust Co | 0.01% | No change | 4,468 | $115K |
| Ancora Advisors LLC | 0.00% | No change | 4,430 | $114K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -47.8% | 4,391 | $113K |
| Roble, Belko & Company, Inc | 0.02% | No change | 4,334 | $112K |
| Chesapeake Asset Management LLC | 0.10% | Reduce -16.6% | 4,217 | $109K |
| AlphaCentric Advisors LLC | 0.10% | Add +7.7% | 4,060 | $105K |
| Fairscale Capital, LLC | 0.09% | No change | 4,000 | $103K |
| Raleigh Capital Management Inc. | 0.04% | Add +9.5% | 3,976 | $103K |
| Trust Co. of Vermont | 0.00% | No change | 3,932 | $102K |
| Bank of Montreal | 0.00% | Add +101.4% | 3,920 | $101K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -18.4% | 3,839 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +54.5% | 3,593 | $93K |
| Kestra Investment Management, LLC | 0.00% | Reduce -52.8% | 3,545 | $92K |
| WealthShield Partners, LLC | 0.01% | Add +328.8% | 3,233 | $84K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -28.9% | 3,103 | $80K |
| Pacifica Partners Inc. | 0.03% | No change | 3,076 | $79K |
| Olistico Wealth, LLC | 0.05% | Reduce -22.3% | 3,026 | $78K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Reduce -47.5% | 3,006 | $78K |
| Rialto Wealth Management, LLC | 0.02% | — | 2,792 | $72K |
| Sound Income Strategies, LLC | 0.00% | Add +256.0% | 2,713 | $70K |
| Howe & Rusling Inc. | 0.01% | Add +222.1% | 2,680 | $69K |
| Cordant, Inc. | 0.04% | Add +2.6% | 2,660 | $69K |
| Toth Financial Advisory Corp. | 0.01% | No change | 2,606 | $67K |
| Front Row Advisors LLC | 0.02% | No change | 2,512 | $65K |
| Midwest Capital Advisors, LLC | 0.05% | — | 2,502 | $65K |
| S&T Bank | 0.02% | New | 2,484 | $64K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -61.3% | 2,403 | $62K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -20.9% | 2,302 | $59K |
| Hexagon Capital Partners LLC | 0.01% | Add +141.2% | 2,050 | $53K |
| Pflug Koory, LLC | 0.00% | Add +0.1% | 1,858 | $48K |
| Investors Research Corp | 0.01% | No change | 1,846 | $48K |
| Quest 10 Wealth Builders, Inc. | 0.05% | — | 1,840 | $48K |
| Whipplewood Advisors, LLC | 0.03% | — | 1,817 | $47K |
| Decker Retirement Planning Inc. | 0.03% | — | 1,743 | $45K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.5% | 1,723 | $44K |
| Colonial Trust Co / SC | 0.01% | No change | 1,600 | $41K |
| S.A. Mason LLC | 0.02% | No change | 1,520 | $39K |
| RE Dickinson Investment Advisors, LLC | 0.03% | Reduce -5.5% | 149,260 | $39K |
| First Community Trust NA | 0.03% | No change | 1,400 | $36K |
| Cape Investment Advisory, Inc. | 0.01% | Reduce -42.4% | 1,400 | $36K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.9% | 1,298 | $34K |
| Independence Bank of Kentucky | 0.00% | Add +3.5% | 1,242 | $32K |
| Lindbrook Capital, LLC | 0.00% | Add +12080.0% | 1,218 | $31K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,128 | $29K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -4.1% | 1,057 | $27K |
| Community Bank, N.A. | 0.00% | No change | 1,052 | $27K |
| Coppell Advisory Solutions LLC | 0.00% | Add +73.3% | 1,050 | $27K |
| Transcendent Capital Group LLC | 0.01% | Add +6.1% | 1,048 | $27K |
| FLP Wealth Management, LLC | 0.07% | — | 997 | $26K |
| Promus Capital, LLC | 0.02% | — | 926 | $24K |
| National Bank of Canada | 0.00% | Add +2966.7% | 920 | $24K |
| Bogart Wealth, LLC | 0.00% | Reduce -12.1% | 860 | $22K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 855 | $22K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 784 | $20K |
| Windsor Advisory Group, LLC | 0.02% | New | 754 | $19K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +37.7% | 738 | $19K |
| Delta Asset Management LLC | 0.00% | No change | 732 | $19K |
| Sage Mountain Advisors LLC | 0.00% | Reduce -4.7% | 686 | $18K |
| REAP Financial Group, LLC | 0.00% | Add +9.4% | 672 | $17K |
| MilWealth Group LLC | 0.00% | New | 658 | $17K |
| Manufacturers Life Insurance Company, The | 0.00% | New | 621 | $16K |
| Keener Financial Planning LLC | 0.01% | Add +96.3% | 644 | $16K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 618 | $16K |
| Davis Capital Management | 0.01% | Add +3.3% | 593 | $15K |
| Chilton Capital Management LLC | 0.00% | Add +0.9% | 585 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -96.1% | 581 | $15K |
| NorthRock Partners, LLC | 0.00% | Reduce -80.9% | 561 | $14K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 550 | $14K |
| Castleview Partners, LLC | 0.01% | Reduce -14.0% | 533 | $14K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 514 | $13K |
| HM Payson & Co. | 0.00% | New | 500 | $13K |
| Pinney & Scofield, Inc. | 0.01% | — | 494 | $13K |
| Key Financial Inc | 0.00% | Add +10.3% | 470 | $12K |
| WR Wealth Planners, LLC | 0.00% | Reduce -5.0% | 437 | $11K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 434 | $11K |
| AlphaCore Capital LLC | 0.00% | Reduce -52.2% | 428 | $11K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 410 | $11K |
| Bokf, NA | 0.00% | No change | 398 | $10K |
| SIMA Wealth Partners, LLC | 0.01% | New | 383 | $10K |
| Lee Danner & Bass Inc. | 0.00% | New | 378 | $10K |
| Runnymede Capital Advisors, Inc. | 0.01% | — | 370 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | — | 352 | $9K |
| Creekmur Asset Management LLC | 0.00% | Add +0.6% | 342 | $9K |
| Pineridge Advisors LLC | 0.00% | Add +94.2% | 334 | $9K |
| Archer Investment Corp | 0.00% | Add +0.9% | 331 | $9K |
| Kimelman & Baird, LLC | 0.00% | No change | 314 | $8K |
| Modus Advisors, LLC | 0.00% | New | 313 | $8K |
| Clarkston Capital Partners, LLC | 0.00% | No change | 310 | $8K |
| Avion Wealth | 0.00% | No change | 324 | $8K |
| Wagner Wealth Management, LLC | 0.00% | Add +34.4% | 301 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 296 | $8K |
| Sandy Spring Bank | 0.00% | Reduce -77.8% | 280 | $7K |
| Synergy Investment Management, LLC | 0.00% | — | 276 | $7K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 274 | $7K |
| AlphaMark Advisors, LLC | 0.00% | No change | 276 | $7K |
| Truvestments Capital LLC | 0.00% | Add +365.5% | 270 | $7K |
| Tompkins Financial Corp. | 0.00% | No change | 270 | $7K |
| Caldwell Trust Co | 0.00% | No change | 260 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -22.2% | 238 | $6K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 229 | $6K |
| Topsail Wealth Management, LLC | 0.00% | — | 224 | $6K |
| Signaturefd, LLC | 0.00% | Add +52.0% | 222 | $6K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +96.4% | 216 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 216 | $6K |
| Tucker Asset Management LLC | 0.00% | Add +110.4% | 202 | $5K |
| Ridgewood Investments LLC | 0.00% | No change | 200 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Add +0.5% | 195 | $5K |
| Synergy Asset Management, LLC | 0.00% | New | 82 | $4K |
| Mattson Financial Services, LLC | 0.00% | New | 75 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 164 | $4K |
| BNP Paribas Financial Markets | 0.00% | Add +9.8% | 145 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 138 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 132 | $3K |
| Golden State Wealth Management, LLC | 0.00% | — | 118 | $3K |
| Winthrop Capital Management, LLC | 0.00% | New | 132 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 106 | $3K |
| Capital A Wealth Management, LLC | 0.00% | — | 97 | $3K |
| Wiser Advisor Group LLC | 0.00% | Add +1.1% | 93 | $2K |
| Graney & King, LLC | 0.00% | — | 85 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 78 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 68 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 62 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -62.6% | 62 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -71.8% | 58 | $1K |
| United Community Bank | 0.00% | New | 56 | $1K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 54 | $1K |
| Investment Counsel Co. of Nevada | 0.00% | — | 50 | $1K |
| Element Wealth, LLC | 0.00% | No change | 50 | $1K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 50 | $1K |
| Mather Group, Llc. | 0.00% | Reduce -95.3% | 38 | $982 |
| NWK Group, Inc. | 0.00% | Reduce -2.6% | 37 | $961 |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -97.2% | 32 | $827 |
| Northwest Capital Management Inc | 0.00% | Reduce -97.4% | 26 | $680 |
| MPWM Advisory Solutions, LLC | 0.00% | — | 26 | $672 |
| Financial Management Professionals, Inc. | 0.00% | No change | 24 | $620 |
| Ameriflex Group, Inc. | 0.00% | — | 22 | $575 |
| Stonebridge Financial Group, LLC | 0.00% | — | 19 | $491 |
| Van Hulzen Asset Management, LLC | 0.00% | New | 18 | $465 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 16 | $414 |
| Logan Capital Management Inc. | 0.00% | New | 16 | $412 |
| Legacy Investment Solutions, LLC | 0.00% | New | 12 | $315 |
| Legacy Wealth Managment, LLC | 0.00% | New | 12 | $315 |
| SOA Wealth Advisors, LLC. | 0.00% | Add +50.0% | 12 | $310 |
| New Millennium Group LLC | 0.00% | New | 8 | $207 |
| Darwin Wealth Management, LLC | 0.00% | No change | 6 | $154 |
| Lanark Financial, Inc. | 0.00% | — | 1 | $31 |
| St Germain D J Co. Inc. | 0.00% | Reduce -50.0% | 1 | $31 |
"% 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.