Schwab U.S. Tips ETFSCHPETF
13F holders, Q1 2025 (March 31)661holders −1
76new positions
67sold out
3famous investors
$26.91avg. 13F price*
At the end of Q1 2025, 661 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, down 1 from Q4 2024. 76 opened new positions and 67 sold out. The largest holders were Empower Advisory Group, LLC ($1.1B), Wealthfront Advisers LLC ($758.9M) and JPMorgan Chase & Co. ($472.1M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 76 | $126.4M |
| Exits | 67 | $33.7M |
All 13F filers, Q4 2024 → Q1 2025: 48,065,115 shares bought and 11,653,350 shares sold, net +36,411,765 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 661 holders
| Empower Advisory Group, LLC | 3.57% | Add +6.2% | 40,669,805 | $1.1B |
| Wealthfront Advisers LLC | 2.04% | Add +26.9% | 28,220,930 | $758.9M |
| JPMorgan Chase & Co. | 0.04% | Add +1240.8% | 17,556,656 | $472.1M |
| Municipal Employees' Retirement System of Michigan | 5.58% | Add +5.4% | 16,401,227 | $441.0M |
| Quadratic Capital Management LLC | 97.79% | Reduce -0.4% | 14,175,424 | $379.8M |
| Sei Investments Co. | 0.38% | Reduce -1.3% | 11,069,713 | $297.7M |
| Voya Investment Management LLC | 0.38% | Reduce -2.8% | 10,650,231 | $286.4M |
| Elm Partners Management LLC | 13.86% | Add +113.3% | 8,004,702 | $215.2M |
| Lincoln National Corp. | 6.93% | Reduce -2.8% | 8,000,053 | $215.1M |
| Jasper Ridge Partners, L.P. | 6.75% | Add +3.9% | 7,808,873 | $210.0M |
| Alliancebernstein L.P. | 0.07% | Reduce -0.4% | 7,610,439 | $204.6M |
| Cerity Partners LLC | 0.42% | Reduce -5.2% | 7,590,393 | $204.1M |
| CENTRAL TRUST Co | 4.02% | Add +3.6% | 6,085,455 | $163.6M |
| Nepc LLC | 4.27% | Reduce -24.9% | 5,736,286 | $154.2M |
| Cerity Partners OCIO LLC | 8.69% | Add +13.8% | 5,711,924 | $153.6M |
| Evoke Wealth, LLC | 3.90% | Add +14.3% | 5,558,246 | $149.5M |
| Alesco Advisors, LLC, An ESL Co | 4.64% | Reduce -1.2% | 5,501,679 | $147.9M |
| UBS Group AG | 0.03% | Add +53.3% | 5,268,699 | $141.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +18.9% | 4,739,173 | $127.4M |
| Sensible Financial Planning & Management, LLC. | 16.13% | Add +2.4% | 3,004,986 | $80.8M |
| Morgan Stanley | 0.01% | Reduce -27.0% | 2,797,313 | $75.2M |
| Ameriprise Financial Inc. | 0.02% | Reduce -19.4% | 2,526,251 | $68.1M |
| State Street Corp. | 0.00% | Reduce -0.3% | 2,523,479 | $67.9M |
| Bank of America Corp. | 0.01% | Add +28.5% | 2,386,547 | $64.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.5% | 2,360,446 | $63.5M |
| Assetmark, Inc. | 0.17% | Add +47.2% | 2,278,210 | $61.3M |
| Prime Capital Investment Advisors, LLC | 0.68% | Add +6.5% | 2,150,883 | $57.8M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.4% | 2,066,410 | $55.6M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Add +33.8% | 1,965,014 | $52.8M |
| Lutz Financial Services LLC | 4.14% | Add +3.2% | 1,882,325 | $50.6M |
| Stephens Group Asset Management, LLC | 3.82% | Add +3.8% | 1,761,382 | $47.4M |
| Full Sail Capital, LLC | 2.86% | Add +2.2% | 1,643,225 | $44.2M |
| LifeGuide Financial Advisors, LLC | 17.89% | Add +4.0% | 1,630,614 | $43.8M |
| Wells Fargo & Company | 0.01% | Reduce -5.1% | 1,567,645 | $42.2M |
| Arax Advisory Partners | 2.67% | Add +11.3% | 1,547,088 | $41.6M |
| Altfest L J & Co. Inc. | 4.84% | Add +100.8% | 1,433,926 | $38.6M |
| Temasek Holdings (Private) Ltd | 0.15% | No change | 1,410,000 | $37.9M |
| US Bancorp \de | 0.05% | Reduce -4.5% | 1,368,549 | $36.8M |
| BlueSky Wealth Advisors, LLC | 5.56% | Add +0.8% | 1,334,872 | $35.9M |
| LPL Financial LLC | 0.01% | Add +27.4% | 1,318,977 | $35.5M |
| Pure Financial Advisors, LLC | 0.74% | Reduce -3.9% | 1,318,150 | $35.4M |
| Principal Securities, Inc. | 0.79% | Add +0.2% | 1,357,885 | $35.1M |
| Willow Creek Wealth Management Inc. | 3.40% | Add +14.7% | 1,300,202 | $35.0M |
| Kohmann Bosshard Financial Services, LLC | 3.92% | Add +4.5% | 1,235,816 | $33.2M |
| Financial Architects, LLC | 20.79% | Add +0.1% | 1,211,536 | $32.6M |
| Matrix Trust Co | 4.90% | Reduce -6.2% | 1,080,577 | $29.1M |
| Sumitomo Life Insurance Co. | 1.02% | Add +87.7% | 1,064,900 | $28.6M |
| Garde Capital, Inc. | 1.62% | New | 1,052,417 | $28.3M |
| Navalign, LLC | 7.89% | Add +5.7% | 1,028,783 | $27.7M |
| Advisory Alpha, LLC | 0.91% | Add +1.6% | 996,621 | $26.8M |
| Wealthspire Advisors, LLC | 0.15% | Add +92.9% | 945,964 | $25.4M |
| Wealthcare Advisory Partners LLC | 0.67% | Reduce -10.5% | 934,575 | $25.1M |
| Joseph Group Capital Management | 9.45% | Add +1.7% | 919,554 | $24.7M |
| Cetera Investment Advisers | 0.05% | Add +13.8% | 911,597 | $24.5M |
| Korea Investment CORP | 0.06% | Reduce -22.7% | 896,446 | $24.1M |
| Marshall Financial Group Inc. | 7.38% | Add +2.8% | 872,367 | $23.5M |
| Adventist Health System Sunbelt Healthcare Corp. | 0.92% | Reduce -20.7% | 859,595 | $23.1M |
| Foster & Motley Inc. | 1.38% | Add +9.6% | 812,144 | $21.8M |
| Carolina Wealth Advisors, LLC | 11.54% | Add +0.6% | 795,006 | $21.4M |
| Citigroup Inc. | 0.02% | Reduce -6.1% | 789,726 | $21.2M |
| Wooster Corthell Wealth Management, Inc. | 4.32% | Reduce -3.1% | 785,475 | $21.1M |
| Avior Wealth Management, LLC | 0.80% | Add +1.7% | 781,245 | $21.0M |
| HighTower Advisors, LLC | 0.03% | Add +99.2% | 777,552 | $20.9M |
| Modera Wealth Management, LLC | 0.28% | Add +1.0% | 771,923 | $20.8M |
| Raymond James Financial Inc. | 0.01% | Add +3.8% | 764,480 | $20.6M |
| Fund Evaluation Group, LLC | 0.87% | No change | 748,000 | $20.1M |
| Robinswood Financial LLC | 6.82% | Add +2.0% | 686,422 | $18.5M |
| Creative Planning | 0.02% | Reduce -7.4% | 675,267 | $18.2M |
| Greenline Partners, LLC | 2.57% | Reduce -63.9% | 631,789 | $17.8M |
| Tortoise Investment Management, LLC | 1.80% | Add +37.5% | 642,118 | $17.3M |
| Savant Capital, LLC | 0.13% | Reduce -4.9% | 573,540 | $15.4M |
| Asset Management Group, Inc. | 2.84% | Reduce -0.0% | 572,088 | $15.4M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -2.6% | 563,762 | $15.2M |
| Sage Financial Group Inc. | 1.21% | Add +9.4% | 558,699 | $15.0M |
| Grove Street Fiduciary, LLC | 7.46% | Add +0.2% | 547,528 | $14.7M |
| Carnegie Investment Counsel | 0.34% | New | 539,820 | $14.5M |
| Tidal Investments LLC | 0.12% | New | 528,983 | $14.2M |
| Altiora Financial Group, LLC | 2.96% | Add +0.0% | 517,455 | $13.9M |
| Proffitt & Goodson Inc. | 2.28% | Add +8.4% | 516,025 | $13.9M |
| FDx Advisors, Inc. | 4.50% | Reduce -12.0% | 514,965 | $13.8M |
| Marotta Asset Management | 2.58% | Reduce -49.2% | 245,167 | $13.1M |
| Peak Financial Management, Inc. | 3.93% | Add +3.4% | 488,206 | $13.1M |
| ALM First Financial Advisors, LLC | 2.92% | Add +6.1% | 475,034 | $12.8M |
| West Family Investments, Inc. | 4.68% | Add +3.8% | 443,227 | $12.4M |
| Resonant Capital Advisors, LLC | 0.85% | Add +9.2% | 454,446 | $12.2M |
| Principal Financial Group Inc. | 0.01% | Reduce -12.2% | 447,993 | $12.0M |
| ZynergyRetirementPlanningLLC | 7.62% | Add +103.2% | 416,115 | $10.7M |
| Allen Capital Group, LLC | 1.22% | Add +2.9% | 395,663 | $10.6M |
| MPS Loria Financial Planners, LLC | 3.11% | Add +142.9% | 389,461 | $10.5M |
| Kestra Private Wealth Services, LLC | 0.17% | Add +1.3% | 377,613 | $10.2M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -22.2% | 385,755 | $10.1M |
| Prairiewood Capital, LLC | 4.00% | Add +4.2% | 365,732 | $9.8M |
| Westover Capital Advisors, LLC | 2.18% | New | 365,695 | $9.8M |
| Frontier Asset Management, LLC | 2.83% | Add +295.6% | 362,455 | $9.7M |
| Eq Wealth Advisors, LLC | 7.54% | Add +15.0% | 351,866 | $9.5M |
| Wealthcare Capital Management LLC | 0.96% | Reduce -2.3% | 351,220 | $9.4M |
| Brightwater Advisory LLC | 7.44% | Add +0.9% | 349,951 | $9.4M |
| Osaic Holdings, Inc. | 0.02% | Add +127.7% | 347,884 | $9.4M |
| Mercer Global Advisors Inc. | 0.02% | Add +1.0% | 340,007 | $9.1M |
| Golden Bell Financial Planning LLC | 8.85% | Add +1.5% | 338,951 | $9.1M |
| Transamerica Financial Advisors, LLC | 0.92% | Add +6.0% | 335,471 | $9.0M |
| Prentice Wealth Management LLC | 2.58% | New | 332,922 | $9.0M |
| Signet Investment Advisory Group, Inc. | 4.43% | Add +1.8% | 327,163 | $8.8M |
| Virtue Capital Management, LLC | 1.01% | Add +65.8% | 323,121 | $8.7M |
| Bfsg, LLC | 1.03% | Reduce -0.7% | 315,267 | $8.5M |
| FC Advisory LLC | 2.81% | Add +4.1% | 308,675 | $8.3M |
| Fi3 FINANCIAL ADVISORS, LLC | 3.28% | Add +28.3% | 300,117 | $8.1M |
| Truist Financial Corp. | 0.01% | Reduce -5.4% | 299,125 | $8.0M |
| OneAscent Financial Services LLC | 0.52% | Add +105.2% | 297,180 | $8.0M |
| Summit Financial, LLC | 0.22% | Reduce -0.8% | 294,631 | $7.9M |
| Focus Financial Network, Inc. | 0.32% | Add +9.4% | 287,992 | $7.7M |
| MBE Wealth Management, LLC | 3.65% | Add +15.7% | 283,440 | $7.6M |
| Citizens Financial Group Inc. | 0.15% | New | 279,580 | $7.5M |
| Stifel Financial Corp. | 0.01% | Add +5.1% | 270,702 | $7.3M |
| VCI Wealth Management LLC | 3.05% | Add +7.2% | 270,037 | $7.3M |
| MML Investors Services, LLC | 0.02% | Add +0.9% | 269,458 | $7.2M |
| Trajan Wealth LLC | 0.39% | Add +2.1% | 265,934 | $7.2M |
| Two West Capital Advisors LLC | 5.84% | Add +2.1% | 266,971 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -14.1% | 256,556 | $6.9M |
| Summit Wealth Group, LLC | 2.00% | Reduce -7.3% | 255,059 | $6.9M |
| CreativeOne Wealth, LLC | 0.20% | Add +3.3% | 252,415 | $6.8M |
| Focus Partners Wealth | 0.02% | Add +327.0% | 251,059 | $6.8M |
| Theory Financial LLC | 2.81% | Add +2.2% | 247,507 | $6.7M |
| Harbour Investments, Inc. | 0.19% | Add +3.6% | 247,080 | $6.6M |
| McAdam, LLC | 0.41% | Reduce -13.6% | 245,856 | $6.6M |
| Citadel Advisors | 0.01% | New | 242,203 | $6.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.12% | Add +0.8% | 235,664 | $6.3M |
| Wealthcare Capital Partners, LLC | 3.25% | Reduce -1.6% | 235,407 | $6.3M |
| IRON Financial LLC | 3.46% | Reduce -6.3% | 229,667 | $6.2M |
| GenTrust, LLC | 0.29% | Reduce -16.9% | 225,950 | $6.1M |
| Valmark Advisers, Inc. | 0.09% | Reduce -3.3% | 222,716 | $6.0M |
| Cambridge Capital Management, LLC | 3.78% | Add +2.5% | 222,437 | $6.0M |
| Fortis Capital Management LLC | 1.15% | Reduce -17.4% | 219,568 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +0.6% | 215,594 | $5.8M |
| American Trust Investment Advisors, LLC | 2.37% | Reduce -2.1% | 210,346 | $5.7M |
| Alpha Omega Wealth Management LLC | 1.05% | Reduce -1.8% | 204,895 | $5.5M |
| Waverly Advisors, LLC | 0.07% | Add +284.3% | 200,976 | $5.4M |
| Curbstone Financial Management Corp | 1.13% | Add +4.7% | 199,520 | $5.4M |
| Rebalance, LLC | 0.39% | Add +7.5% | 196,204 | $5.3M |
| Hoxton Planning & Management, LLC | 1.99% | Add +11.4% | 193,927 | $5.2M |
| Seed Wealth Management, Inc. | 4.24% | Add +13.0% | 193,755 | $5.2M |
| M Wealth Management, LLC | 4.83% | Reduce -2.5% | 192,703 | $5.2M |
| Rock Creek Group LLC | 0.61% | Add +52.5% | 192,094 | $5.2M |
| Fifth Third Bancorp | 0.02% | Reduce -7.8% | 189,826 | $5.1M |
| Charles Schwab Trust Co | 0.43% | Reduce -4.3% | 189,766 | $5.1M |
| Fortis Advisors, LLC | 3.32% | Reduce -10.6% | 189,418 | $5.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -5.7% | 187,312 | $5.0M |
| FMR LLC | 0.00% | Add +8.5% | 185,307 | $5.0M |
| Capital Analysts, LLC | 0.19% | Add +151.2% | 184,933 | $5.0M |
| Arvest Investments, Inc. | 0.78% | Add +2.1% | 184,702 | $5.0M |
| Exencial Wealth Advisors, LLC | 0.18% | Reduce -2.1% | 183,989 | $4.9M |
| LifePlan Investment Advisors, Inc. | 2.82% | Add +0.7% | 182,040 | $4.9M |
| Pacific Capital Wealth Advisors, Inc. | 0.83% | Reduce -15.7% | 178,274 | $4.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.1% | 177,160 | $4.8M |
| Renaissance Technologies | 0.01% | Add +324.2% | 175,200 | $4.7M |
| Christensen, King & Associates Investment Services, Inc. | 2.19% | Reduce -0.9% | 173,564 | $4.6M |
| Cloud Capital Management, LLC | 3.22% | — | 168,866 | $4.5M |
| Columbus Macro, LLC | 0.60% | Reduce -1.1% | 168,411 | $4.5M |
| Grey Fox Wealth Advisors, LLC | 1.19% | Add +6.0% | 166,391 | $4.5M |
| Cambria Investment Management, L.P. | 0.31% | Reduce -0.2% | 166,859 | $4.5M |
| Trustmark Bank Trust Department | 0.32% | No change | 160,000 | $4.3M |
| Private Advisor Group, LLC | 0.03% | Add +17.6% | 159,798 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.23% | Add +6.2% | 158,940 | $4.3M |
| Aviance Capital Partners, LLC | 0.59% | Add +10.4% | 154,945 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +4.0% | 154,153 | $4.1M |
| Performance Wealth Partners, LLC | 0.15% | Reduce -1.1% | 152,007 | $4.1M |
| Avantax Planning Partners, Inc. | 0.14% | Reduce -4.9% | 151,551 | $4.1M |
| Verde Capital Management | 1.16% | Add +2.9% | 151,292 | $4.1M |
| Jacobson & Schmitt Advisors, LLC | 0.80% | Add +6.6% | 145,829 | $3.9M |
| Anderson Hoagland & Co. | 0.46% | New | 147,125 | $3.9M |
| JTC Employer Solutions Trustee Ltd | 0.31% | No change | 141,964 | $3.8M |
| Upper Left Wealth Management, LLC | 2.73% | Add +40.8% | 141,426 | $3.8M |
| Integrated Wealth Concepts LLC | 0.04% | Add +42.5% | 141,182 | $3.8M |
| Atria Investments, Inc | 0.05% | Add +11.3% | 138,034 | $3.7M |
| Ellevest, Inc. | 0.24% | Reduce -11.4% | 135,170 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +382.4% | 130,987 | $3.5M |
| FSA Investment Group, LLC | 2.97% | Add +7.7% | 129,754 | $3.5M |
| Horizon Financial Services, LLC | 1.94% | Add +3.9% | 129,630 | $3.5M |
| Kings Path Partners LLC | 1.69% | Add +2.9% | 128,810 | $3.5M |
| C M Bidwell & Associates Ltd. | 2.05% | Add +15.6% | 126,582 | $3.4M |
| Seeds Investor LLC | 0.93% | Add +8.6% | 123,814 | $3.3M |
| Red Tortoise LLC | 1.73% | Add +0.0% | 123,536 | $3.3M |
| Moser Wealth Advisors, LLC | 1.69% | Add +5.7% | 120,008 | $3.2M |
| Skyline Advisors, Inc. | 1.25% | Add +4.0% | 117,861 | $3.2M |
| Alps Advisors Inc. | 0.02% | Reduce -0.8% | 117,600 | $3.2M |
| Lodestar Private Asset Management LLC | 0.39% | Add +5.5% | 115,208 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -4.6% | 113,037 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Reduce -5.2% | 109,632 | $2.9M |
| CW Advisors, LLC | 0.04% | Reduce -4.3% | 108,586 | $2.9M |
| Geneos Wealth Management Inc. | 0.10% | Add +272.9% | 107,448 | $2.9M |
| JMG Financial Group, Ltd. | 0.10% | Reduce -7.1% | 107,432 | $2.9M |
| Summit Financial Strategies, Inc. | 0.29% | Add +13.0% | 106,993 | $2.9M |
| McLean Asset Management Corp | 0.95% | Reduce -10.2% | 108,202 | $2.9M |
| Washington Trust Advisors, Inc. | 0.25% | Add +0.1% | 105,666 | $2.8M |
| Q3 Asset Management | 1.93% | New | 104,880 | $2.8M |
| WealthCollab, LLC | 1.74% | Add +10.1% | 104,156 | $2.8M |
| Cape Cod Five Cents Savings Bank | 0.26% | No change | 51,949 | $2.8M |
| Silver Oak Securities, Incorporated | 0.26% | Add +0.2% | 103,667 | $2.8M |
| Advyzon Investment Management, LLC | 0.96% | Add +393.2% | 101,048 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -31.0% | 100,475 | $2.7M |
| WASHINGTON TRUST Co | 0.10% | Add +1.7% | 99,165 | $2.7M |
| BCGM Wealth Management, LLC | 0.81% | Add +3.9% | 98,362 | $2.6M |
| Napa Wealth Management | 1.47% | New | 97,105 | $2.6M |
| Blackhawk Capital Partners, LLC | 1.34% | New | 96,985 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -66.5% | 95,365 | $2.6M |
| Eagle Bay Advisors LLC | 2.12% | Add +19.0% | 93,107 | $2.5M |
| K2 Financial Inc. | 2.45% | Reduce -0.4% | 94,936 | $2.5M |
| Comerica Bank | 0.01% | Reduce -10.0% | 92,420 | $2.5M |
| Phillips Financial Management, LLC | 0.19% | Add +4.4% | 91,177 | $2.5M |
| Fifth Third Securities, Inc. | 0.20% | Reduce -35.1% | 89,080 | $2.4M |
| Arcataur Capital Management LLC | 0.81% | Reduce -2.0% | 88,655 | $2.4M |
| White Lighthouse Investment Management Inc. | 0.42% | Reduce -3.9% | 88,203 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.18% | Reduce -5.1% | 87,682 | $2.4M |
| 1620 Investment Advisors, Inc. | 1.84% | Add +3.6% | 87,108 | $2.3M |
| National Bank of Canada | 0.00% | Add +9267.5% | 86,181 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.6% | 85,804 | $2.3M |
| Maltin Wealth Management, Inc. | 1.08% | Add +14.5% | 85,725 | $2.3M |
| Perigon Wealth Management, LLC | 0.06% | Reduce -6.3% | 84,765 | $2.3M |
| Wealthspire Retirement, LLC | 0.18% | Add +5.3% | 83,913 | $2.3M |
| IFP Advisors, Inc | 0.07% | Add +6.2% | 83,400 | $2.2M |
| Physician Wealth Solutions Inc. | 1.11% | Reduce -2.8% | 81,921 | $2.2M |
| Litman Gregory Wealth Management LLC | 0.19% | Reduce -20.1% | 80,879 | $2.2M |
| Freedom Financial Partners LLC | 1.00% | Add +24.6% | 80,151 | $2.2M |
| Koss-Olinger Consulting, LLC | 0.18% | Add +7.5% | 79,396 | $2.1M |
| Financial Freedom, LLC | 1.22% | Reduce -1.0% | 78,675 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +7.8% | 77,842 | $2.1M |
| Breakwater Investment Management | 0.88% | Add +36.4% | 76,633 | $2.1M |
| AQR Capital Management | 0.00% | Add +180.7% | 76,197 | $2.0M |
| Hengehold Capital Management LLC | 0.19% | Add +2.9% | 75,299 | $2.0M |
| Visionary Wealth Advisors | 0.12% | Reduce -1.5% | 75,045 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +77.1% | 74,053 | $2.0M |
| RHS Financial, LLC | 1.12% | Reduce -1.5% | 73,958 | $2.0M |
| Galvin, Gaustad & Stein, LLC | 0.18% | Reduce -29.1% | 72,082 | $1.9M |
| High Note Wealth, LLC | 0.48% | Reduce -41.6% | 71,745 | $1.9M |
| Csenge Advisory Group | 0.11% | Add +0.7% | 72,801 | $1.9M |
| Mariner, LLC | 0.00% | Add +4.4% | 70,204 | $1.9M |
| Aletheian Wealth Advisors LLC | 1.06% | Add +4.0% | 70,181 | $1.9M |
| Catalyst Private Wealth, LLC | 0.92% | Reduce -13.5% | 70,089 | $1.9M |
| Arkansas Financial Group, Inc. | 0.32% | Add +0.1% | 71,559 | $1.9M |
| Revisor Wealth Management LLC | 0.83% | Add +109.7% | 69,457 | $1.9M |
| First National Corp. /Ma/ | 0.41% | Add +2.5% | 68,857 | $1.9M |
| Passive Capital Management, LLC. | 0.58% | Reduce -7.8% | 68,695 | $1.8M |
| Ethos Financial Group, LLC | 0.17% | Reduce -63.5% | 68,691 | $1.8M |
| Merit Financial Group, LLC | 0.03% | New | 65,789 | $1.8M |
| Fulton Breakefield Broenniman LLC | 0.13% | Reduce -0.4% | 65,688 | $1.8M |
| Accelerate Investment Advisors LLC | 1.48% | Add +6.3% | 65,554 | $1.8M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -4.2% | 64,336 | $1.7M |
| Corrado Advisors, LLC | 1.14% | Reduce -2.4% | 63,646 | $1.7M |
| American Financial Advisors, LLC | 0.25% | Reduce -1.5% | 62,884 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -29.8% | 62,170 | $1.7M |
| IHT Wealth Management, LLC | 0.05% | Reduce -4.3% | 62,088 | $1.7M |
| Van Strum & Towne Inc. | 0.56% | No change | 61,598 | $1.7M |
| Soltis Investment Advisors LLC | 0.15% | Reduce -15.9% | 61,463 | $1.7M |
| Blue Fin Capital, Inc. | 0.32% | Reduce -0.6% | 61,382 | $1.7M |
| Braun-Bostich & Associates Inc. | 1.21% | Reduce -3.8% | 60,907 | $1.6M |
| Mutual Advisors, LLC | 0.05% | Add +0.7% | 61,454 | $1.6M |
| Comprehensive Money Management Services LLC | 1.30% | Add +7.2% | 59,752 | $1.6M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -71.8% | 59,751 | $1.6M |
| Algorithmic Investment Models, LLC | 1.18% | Add +1.9% | 59,700 | $1.6M |
| TrueWealth Advisors, LLC | 0.53% | Reduce -11.5% | 59,639 | $1.6M |
| Lederer & Associates Investment Counsel | 1.17% | Reduce -0.5% | 59,570 | $1.6M |
| Wbi Investments, LLC | 0.42% | Reduce -12.9% | 59,479 | $1.6M |
| Hutchinson Capital Management | 0.30% | Add +23.3% | 59,048 | $1.6M |
| SeaCrest Wealth Management, LLC | 0.18% | Add +0.7% | 58,369 | $1.6M |
| Morningstar Investment Services LLC | 0.29% | Reduce -66.7% | 58,144 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -74.2% | 57,270 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Add +11.0% | 56,780 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -1.5% | 56,606 | $1.5M |
| Veracity Capital LLC | 0.60% | Add +37.5% | 56,535 | $1.5M |
| Advisor Resource Council | 0.12% | New | 56,528 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | New | 55,939 | $1.5M |
| Archvest Wealth Advisors, Inc. | 1.24% | Add +4.6% | 55,739 | $1.5M |
| Exchange Traded Concepts, LLC | 0.03% | New | 54,330 | $1.5M |
| Fischer Financial Services, Inc. | 0.47% | Add +78.6% | 53,730 | $1.4M |
| Creative Financial Designs Inc. | 0.11% | Add +2.9% | 52,329 | $1.4M |
| Greenspring Advisors, LLC | 0.33% | Add +0.2% | 51,971 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +322.4% | 51,947 | $1.4M |
| Cahill Financial Advisors Inc. | 0.19% | Reduce -12.5% | 50,948 | $1.4M |
| LongView Wealth Management | 0.41% | Add +0.2% | 50,485 | $1.4M |
| Sherman Asset Management, Inc. | 1.28% | Add +9.5% | 50,014 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -51.5% | 49,464 | $1.3M |
| Marks Group Wealth Management, Inc | 0.13% | New | 49,265 | $1.3M |
| Commerce Bank | 0.01% | Add +92.2% | 48,970 | $1.3M |
| Citizens National Bank Trust Department | 0.28% | Reduce -4.3% | 48,920 | $1.3M |
| Strategic Financial Planning, Inc. | 0.90% | Reduce -3.5% | 48,411 | $1.3M |
| Commons Capital, LLC | 1.19% | New | 48,259 | $1.3M |
| Fairview Capital Investment Management, LLC | 0.06% | Add +4.8% | 45,465 | $1.2M |
| AMG National Trust Bank | 0.03% | Add +42.9% | 45,178 | $1.2M |
| MIdWestOne Financial Group, Inc. | 0.17% | New | 44,851 | $1.2M |
| Fortis Capital Advisors, LLC | 0.24% | New | 44,833 | $1.2M |
| Belpointe Asset Management LLC | 0.06% | New | 44,833 | $1.2M |
| L.K. Benson & Company, P.C. | 0.82% | Reduce -15.9% | 44,199 | $1.2M |
| Patten Group, Inc. | 0.26% | Reduce -2.5% | 41,444 | $1.1M |
| Leeward Financial Partners, LLC | 0.42% | No change | 41,380 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -70.3% | 41,360 | $1.1M |
| Private Client Services, LLC | 0.55% | Add +185.4% | 41,133 | $1.1M |
| Clear Investment Research, LLC | 1.47% | Reduce -3.6% | 40,854 | $1.1M |
| Websterrogers Financial Advisors, LLC | 0.37% | Add +1.9% | 40,774 | $1.1M |
| Hayek Kallen Investment Management | 0.40% | Reduce -6.2% | 40,550 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.50% | Reduce -9.1% | 40,405 | $1.1M |
| Factor Wealth Management LTD | 0.33% | Add +5.3% | 40,205 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.90% | Reduce -6.8% | 40,059 | $1.1M |
| Curio Wealth, LLC | 0.56% | Reduce -99.9% | 47 | $1.1M |
| Anchor Investment Management, LLC | 0.10% | Reduce -3.5% | 39,730 | $1.1M |
| Birch Financial Group, LLC | 0.95% | Add +183.6% | 39,652 | $1.1M |
| Horizons Wealth Management | 0.80% | Add +0.5% | 39,541 | $1.1M |
| LCNB Corp. | 0.39% | No change | 39,362 | $1.1M |
| Magnolia Capital Advisors LLC | 0.29% | Add +4.0% | 39,117 | $1.1M |
| Nalls Sherbakoff Group, LLC | 0.84% | — | 38,551 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | New | 38,193 | $1.0M |
| Asset Allocation Strategies LLC | 0.25% | Add +2.2% | 37,997 | $1.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.03% | Add +43.4% | 37,639 | $1.0M |
| Meritage Portfolio Management | 0.07% | Reduce -17.9% | 37,569 | $1.0M |
| Betterment LLC | 0.00% | Reduce -4.0% | 37,436 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.48% | Add +1.5% | 37,214 | $1.0M |
| Friedenthal Financial | 0.60% | Reduce -19.6% | 37,196 | $1.0M |
| Bakala Capital LLC | 5.64% | Add +20.9% | 36,566 | $983K |
| Myecfo, LLC | 0.51% | Add +5.6% | 36,100 | $971K |
| Nwam LLC | 0.08% | Reduce -0.1% | 35,823 | $963K |
| Farther Finance Advisors, LLC | 0.02% | Add +116.3% | 35,941 | $963K |
| Plum Street Advisors, LLC | 0.46% | Reduce -3.9% | 35,789 | $962K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -15.9% | 35,758 | $962K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -15.9% | 35,758 | $962K |
| SWS Partners | 0.32% | Add +36.1% | 35,721 | $961K |
| Maridea Wealth Management LLC | 0.31% | Reduce -16.8% | 35,277 | $949K |
| Pinnacle Bancorp, Inc. | 0.31% | Reduce -0.2% | 35,103 | $944K |
| Northern Trust Corp. | 0.00% | Add +184.2% | 33,914 | $912K |
| First Merchants Corp. | 0.04% | Reduce -13.2% | 33,032 | $888K |
| Global Assets Advisory, LLC | 0.17% | Add +200.0% | 33,318 | $886K |
| Advisory Services Network, LLC | 0.02% | Reduce -7.4% | 32,154 | $865K |
| Patriot Investment Management Group, Inc. | 0.06% | Reduce -7.6% | 31,715 | $853K |
| Sagace Wealth Management LLC | 0.64% | No change | 31,492 | $847K |
| UMB Bank, n.a. | 0.01% | Add +33.8% | 31,261 | $841K |
| Pinkerton Wealth, LLC | 0.11% | Add +6.8% | 31,150 | $838K |
| Smartleaf Asset Management LLC | 0.08% | Add +125.1% | 30,738 | $823K |
| Prevail Innovative Wealth Advisors, LLC | 0.22% | Add +53.8% | 30,054 | $808K |
| Benchmark Wealth Management, LLC | 0.39% | Reduce -4.1% | 29,851 | $803K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +28.3% | 29,738 | $800K |
| Arete Wealth Advisors, LLC | 0.06% | New | 29,361 | $790K |
| Corient Private Wealth LP | 0.00% | Add +54.5% | 29,311 | $788K |
| OMNI 360 Wealth, Inc. | 0.52% | Reduce -3.3% | 28,832 | $775K |
| VanderPol Investments L.L.C. | 1.63% | Add +97.8% | 28,654 | $770K |
| Journey Advisory Group, LLC | 0.06% | Add +100.0% | 28,390 | $763K |
| Mount Lucas Management LP | 0.36% | Reduce -2.9% | 28,379 | $763K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -66.5% | 28,349 | $762K |
| Kure Advisory, LLC | 0.56% | — | 27,764 | $747K |
| Walter & Keenan Wealth Management LLC /in/ | 0.22% | Add +0.0% | 27,650 | $744K |
| Compound Planning, Inc. | 0.03% | Reduce -39.9% | 27,249 | $733K |
| Jackson Creek Investment Advisors LLC | 0.23% | Add +1.8% | 26,862 | $722K |
| SigFig Wealth Management, LLC | 0.03% | Reduce -0.1% | 57,407 | $707K |
| DMC Group, LLC | 0.56% | Reduce -0.7% | 25,678 | $690K |
| Fortress Financial Group, LLC | 0.68% | Add +0.7% | 25,505 | $686K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.8% | 25,193 | $677K |
| Cambridge Advisors Inc. | 0.14% | No change | 24,506 | $659K |
| IFG Advisory, LLC | 0.04% | Reduce -2.6% | 24,276 | $653K |
| AdvisorNet Financial, Inc | 0.05% | Reduce -12.3% | 24,096 | $648K |
| Bragg Financial Advisors, Inc | 0.03% | Reduce -20.4% | 23,889 | $642K |
| Laraway Financial Advisors Inc | 0.51% | Reduce -2.3% | 23,727 | $638K |
| Symmetry Partners, LLC | 0.09% | Reduce -3.2% | 23,572 | $634K |
| Rinkey Investments | 0.20% | Add +9.9% | 23,123 | $622K |
| Strategic Financial Concepts, LLC | 0.12% | Add +31.0% | 23,087 | $621K |
| Prossimo Advisors, LLC | 0.46% | No change | 23,000 | $618K |
| Koshinski Asset Management, Inc. | 0.05% | Add +18.6% | 22,884 | $615K |
| Almanack Investment Partners, LLC. | 0.12% | Reduce -87.9% | 22,844 | $614K |
| Gradient Capital Advisors, LLC | 0.20% | Reduce -0.7% | 22,293 | $599K |
| Oder Investment Management, LLC | 0.51% | Add +3.6% | 22,242 | $598K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.9% | 22,074 | $594K |
| Center For Asset Management LLC | 0.36% | Add +60.4% | 21,889 | $589K |
| PFC Capital Group, Inc. | 0.29% | New | 21,730 | $584K |
| Strategic Blueprint, LLC | 0.03% | Reduce -5.2% | 21,620 | $581K |
| Ellenbecker Investment Group | 0.10% | Reduce -47.0% | 21,407 | $576K |
| Shearwater Capital LLC | 0.40% | No change | 21,290 | $572K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -5.9% | 20,848 | $561K |
| SRH Advisors, LLC | 0.17% | Reduce -44.9% | 20,838 | $560K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.07% | New | 20,809 | $560K |
| Murphy & Mullick Capital Management Corp | 0.54% | Reduce -10.6% | 20,638 | $555K |
| Diversified Enterprises, LLC | 0.05% | New | 20,623 | $555K |
| WealthPlan Investment Management, LLC | 0.05% | Reduce -4.4% | 20,474 | $551K |
| Worth Asset Management, LLC | 0.30% | New | 20,454 | $550K |
| Walkner Condon Financial Advisors LLC | 0.11% | Reduce -21.2% | 20,039 | $539K |
| Aspen Grove Capital, LLC | 0.10% | No change | 20,002 | $538K |
| LifeGoal Investments, LLC | 0.58% | Reduce -49.4% | 19,832 | $533K |
| Alpha Cubed Investments, LLC | 0.02% | New | 19,735 | $531K |
| SageView Advisory Group, LLC | 0.02% | Reduce -13.0% | 19,255 | $518K |
| CoreCap Advisors, LLC | 0.02% | Reduce -26.8% | 18,800 | $506K |
| Pure Portfolios Holdings LLC | 0.18% | Add +9.8% | 18,455 | $496K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -4.5% | 18,691 | $496K |
| Yoder Wealth Management, Inc. | 0.28% | No change | 18,400 | $495K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.8% | 18,364 | $494K |
| United Advisor Group, LLC | 0.10% | Add +24.4% | 18,305 | $492K |
| Brighton Jones LLC | 0.02% | Reduce -12.7% | 18,284 | $492K |
| Tran Capital Management, L.P. | 0.07% | Reduce -4.6% | 18,283 | $492K |
| Sigma Planning Corp | 0.02% | Reduce -47.4% | 17,732 | $477K |
| Stewardship Advisors, LLC | 0.13% | Add +10.5% | 17,303 | $465K |
| Latitude Advisors, LLC | 0.27% | Reduce -12.9% | 17,082 | $459K |
| WT Wealth Management | 0.15% | Add +11.0% | 17,069 | $459K |
| Accredited Wealth Management, LLC | 0.38% | Reduce -21.8% | 16,592 | $446K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -15.5% | 16,497 | $444K |
| Topel & Distasi Wealth Management, LLC | 0.21% | No change | 16,466 | $443K |
| ORG Partners LLC | 0.11% | Add +1.1% | 16,502 | $442K |
| Summit Global Investments | 0.03% | Reduce -0.3% | 16,290 | $438K |
| SGL Investment Advisors, Inc. | 0.23% | Add +24.9% | 16,558 | $438K |
| Brookstone Capital Management | 0.01% | Reduce -5.8% | 16,264 | $437K |
| Equitable Holdings, Inc. | 0.00% | Add +3.0% | 16,250 | $437K |
| Destiny Wealth Partners, LLC | 0.07% | No change | 16,190 | $435K |
| Kondo Wealth Advisors, Inc. | 0.21% | Reduce -19.4% | 16,132 | $434K |
| Viawealth, LLC | 0.26% | New | 15,927 | $428K |
| GC Wealth Management RIA, LLC | 0.08% | New | 15,718 | $423K |
| Mengis Capital Management, Inc. | 0.09% | Reduce -11.4% | 15,568 | $419K |
| GWN Securities Inc. | 0.02% | New | 15,561 | $418K |
| Integrated Advisors Network LLC | 0.02% | Add +5.5% | 15,435 | $415K |
| Fruth Investment Management | 0.11% | Reduce -15.3% | 15,000 | $403K |
| Calton & Associates, Inc. | 0.09% | New | 14,953 | $402K |
| Barrett & Company, Inc. | 0.17% | No change | 14,702 | $395K |
| Zhang Financial LLC | 0.02% | Reduce -6.0% | 14,368 | $386K |
| Wealth Group, Ltd. | 0.25% | Add +4.3% | 14,343 | $386K |
| Fiducient Advisors LLC | 0.05% | New | 13,859 | $373K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +285.4% | 13,847 | $372K |
| Prudent Man Advisors, LLC | 0.14% | New | 13,841 | $372K |
| Trust Point Inc. | 0.03% | New | 13,554 | $364K |
| Guardian Financial Partners, LLC | 0.17% | Reduce -4.4% | 13,533 | $364K |
| Benjamin Edwards Inc. | 0.01% | Reduce -1.2% | 13,508 | $363K |
| Tilia Fiduciary Partners, Inc. | 0.24% | Reduce -16.5% | 13,382 | $360K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 13,299 | $358K |
| Chesapeake Asset Management LLC | 0.34% | Add +212.6% | 13,181 | $354K |
| TD Private Client Wealth LLC | 0.01% | Reduce -4.5% | 13,174 | $354K |
| Savvy Advisors, Inc. | 0.04% | Reduce -51.6% | 13,115 | $353K |
| Vista Capital Partners, Inc. | 0.04% | Reduce -2.9% | 13,021 | $350K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -6.3% | 12,933 | $348K |
| Blair William & Co. | 0.00% | Reduce -4.7% | 12,801 | $344K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +0.0% | 12,721 | $342K |
| Coastwise Capital Group, LLC | 0.29% | Add +1.3% | 12,613 | $339K |
| Captrust Financial Advisors | 0.00% | Reduce -17.7% | 12,599 | $339K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -18.6% | 12,354 | $332K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -35.4% | 12,364 | $331K |
| Spire Wealth Management | 0.01% | Reduce -1.7% | 12,238 | $329K |
| Lynx Investment Advisory | 0.22% | Reduce -12.1% | 12,231 | $329K |
| Elios Financial Group Inc. | 0.16% | Reduce -4.3% | 12,141 | $326K |
| &partners | 0.00% | Reduce -87.5% | 12,215 | $326K |
| Schiavi & Co LLC | 0.12% | Add +14.0% | 12,015 | $323K |
| Greenfield Seitz Capital Management, LLC | 0.12% | No change | 12,004 | $323K |
| Mattern Wealth Management LLC | 0.07% | Reduce -31.1% | 12,000 | $323K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -2.5% | 11,952 | $321K |
| Compass Capital Corp. /Ma/ | 0.17% | Reduce -32.0% | 12,037 | $317K |
| Covestor Ltd | 0.21% | Reduce -0.9% | 11,792 | $317K |
| Cardinal Point Capital Management ULC | 0.03% | New | 11,645 | $313K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.5% | 11,559 | $311K |
| Atlas Wealth Partners, LLC | 0.38% | Add +1.8% | 11,405 | $307K |
| CWC Advisors, LLC. | 0.17% | Reduce -0.4% | 11,269 | $303K |
| Quadcap Wealth Management, LLC | 0.04% | Add +11.4% | 11,193 | $301K |
| Allworth Financial LP | 0.00% | Reduce -37.8% | 11,174 | $297K |
| Venture Visionary Partners LLC | 0.01% | Reduce -38.9% | 11,033 | $297K |
| Walker Asset Management, LLC | 0.18% | No change | 11,024 | $296K |
| North Forty Two & Co. | 0.33% | Add +0.9% | 10,982 | $295K |
| Arkadios Wealth Advisors | 0.01% | Reduce -11.8% | 10,949 | $294K |
| Money Concepts Capital Corp. | 0.02% | New | 10,940 | $294K |
| Continuum Advisory, LLC | 0.04% | Reduce -16.4% | 10,890 | $293K |
| Petra Financial Advisors Inc. | 0.24% | Reduce -9.6% | 10,876 | $292K |
| Rakuten Investment Management, Inc. | 0.00% | — | 10,792 | $289K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -2.8% | 10,745 | $289K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.0% | 10,666 | $287K |
| Armstrong Advisory Group, Inc. | 0.02% | No change | 11,077 | $286K |
| Wealth Management Resources, Inc. | 0.10% | No change | 10,556 | $284K |
| XTX Topco Ltd | 0.01% | New | 10,504 | $282K |
| Clearview Wealth Advisors LLC | 0.21% | Reduce -4.5% | 10,494 | $282K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -83.0% | 10,463 | $281K |
| Liberty Capital Management, Inc. | 0.06% | No change | 10,312 | $277K |
| Avant Financial Advisors LLC | 0.25% | No change | 10,296 | $277K |
| Cornerstone Advisors Asset Management, LLC | 0.06% | Reduce -4.0% | 10,275 | $276K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 10,182 | $274K |
| Hardin Capital Partners, LLC | 0.17% | No change | 10,067 | $271K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.0% | 10,042 | $270K |
| Parkside Financial Bank & Trust | 0.03% | No change | 10,004 | $269K |
| VPR Management LLC | 0.13% | No change | 10,000 | $269K |
| Blume Capital Management, Inc. | 0.06% | Add +25.0% | 10,000 | $269K |
| Addison Capital Co | 0.11% | Reduce -5.5% | 9,996 | $269K |
| Financial Synergies Wealth Advisors, Inc. | 0.03% | New | 9,959 | $268K |
| Client 1ST Advisory Group, LLC | 0.10% | Reduce -6.3% | 9,884 | $266K |
| Sound Stewardship, LLC | 0.15% | New | 9,592 | $258K |
| Capital Investment Advisors, LLC | 0.01% | Add +6.7% | 9,410 | $253K |
| Keybank National Association | 0.00% | New | 9,374 | $252K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 9,366 | $252K |
| Duff & Phelps Investment Management Co. | 0.00% | No change | 9,300 | $250K |
| NBT Bank, N.A. | 0.02% | No change | 9,291 | $250K |
| Alhambra Investment Management LLC | 0.13% | Reduce -0.1% | 9,282 | $250K |
| Larson Financial Group LLC | 0.01% | Add +1.9% | 9,154 | $246K |
| Aegis Wealth Management LLC | 0.14% | New | 9,134 | $246K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.5% | 9,133 | $246K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -4.5% | 9,078 | $244K |
| Madden Advisory Services, Inc. | 0.11% | Reduce -0.0% | 8,947 | $241K |
| Tempus Wealth Planning, LLC | 0.07% | No change | 8,919 | $240K |
| GeoWealth Management, LLC | 0.01% | Add +42.4% | 8,889 | $239K |
| Parallel Advisors, LLC | 0.01% | Add +2.1% | 8,533 | $229K |
| Inman Jager Wealth Management, LLC | 0.17% | Add +8.5% | 8,490 | $228K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +1271.8% | 8,478 | $228K |
| HCR Wealth Advisors | 0.03% | Add +0.2% | 8,419 | $226K |
| Advisor OS, LLC | 0.03% | New | 8,361 | $225K |
| Brooklyn FI, LLC | 0.07% | New | 8,192 | $220K |
| HBW Advisory Services LLC | 0.03% | New | 8,108 | $218K |
| True Vision MN LLC | 0.13% | New | 8,107 | $218K |
| Berger Financial Group, Inc | 0.02% | Reduce -3.6% | 8,061 | $217K |
| TPG Advisors LLC | 0.17% | Reduce -7.2% | 8,022 | $216K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 8,004 | $215K |
| Hexagon Capital Partners LLC | 0.04% | Add +286.4% | 7,922 | $213K |
| Moneco Advisors, LLC | 0.02% | Reduce -12.6% | 7,906 | $213K |
| Onyx Financial Advisors, LLC | 0.11% | New | 7,731 | $208K |
| Pinnacle Wealth Management Group, Inc. | 0.14% | Reduce -12.5% | 7,700 | $207K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -1.7% | 7,695 | $207K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.04% | New | 7,799 | $205K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.6% | 7,540 | $203K |
| LBMC Investment Advisors, LLC | 0.02% | New | 7,516 | $202K |
| Cwm, LLC | 0.00% | Add +20.8% | 7,524 | $202K |
| Formidable Asset Management, LLC | 0.03% | New | 7,508 | $202K |
| IVC Wealth Advisors LLC | 0.11% | New | 7,443 | $200K |
| Franklin Resources Inc. | 0.00% | Add +0.1% | 7,358 | $198K |
| Richardson Financial Services Inc. | 0.14% | Add +19.5% | 6,901 | $186K |
| MJT & Associates Financial Advisory Group, Inc. | 0.17% | — | 6,748 | $181K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | Add +0.1% | 6,567 | $177K |
| MAI Capital Management | 0.00% | Reduce -6.1% | 6,254 | $168K |
| Inlight Wealth Management, LLC | 0.10% | New | 6,189 | $166K |
| WPG Advisers, LLC | 0.15% | Reduce -21.9% | 6,103 | $164K |
| Birchbrook, Inc. | 0.09% | No change | 5,812 | $156K |
| Ballast Advisors LLC | 0.05% | Reduce -0.7% | 5,532 | $149K |
| Sound Income Strategies, LLC | 0.01% | Add +91.8% | 5,203 | $140K |
| Iron Horse Wealth Management, LLC | 0.04% | Reduce -23.4% | 5,000 | $134K |
| Smithfield Trust Co | 0.01% | No change | 4,468 | $121K |
| Ancora Advisors LLC | 0.00% | Add +0.6% | 4,456 | $120K |
| Roble, Belko & Company, Inc | 0.02% | No change | 4,334 | $117K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +13.0% | 4,337 | $117K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -2.1% | 4,298 | $116K |
| Private Trust Co. NA | 0.01% | Reduce -9.4% | 4,213 | $113K |
| Atlas Capital Advisors Inc. | 0.01% | Add +31.9% | 4,094 | $110K |
| Bristlecone Advisors, LLC | 0.01% | Reduce -15.1% | 4,077 | $110K |
| Howe & Rusling Inc. | 0.01% | Add +50.9% | 4,043 | $109K |
| Fairscale Capital, LLC | 0.10% | No change | 4,000 | $108K |
| Trust Co. of Vermont | 0.01% | Add +0.1% | 3,938 | $106K |
| Rossby Financial, LCC | 0.04% | New | 3,801 | $101K |
| Raleigh Capital Management Inc. | 0.04% | Reduce -14.9% | 3,384 | $91K |
| SouthState Bank Corp | 0.00% | New | 3,250 | $87K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +340.0% | 3,247 | $87K |
| Pacifica Partners Inc. | 0.04% | No change | 3,076 | $83K |
| Olistico Wealth, LLC | 0.05% | Add +0.1% | 3,029 | $81K |
| CIBC Private Wealth Group LLC | 0.00% | Add +418.9% | 3,015 | $80K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,792 | $75K |
| Cordant, Inc. | 0.04% | Add +1.5% | 2,700 | $73K |
| WealthShield Partners, LLC | 0.01% | Reduce -18.6% | 2,633 | $71K |
| Toth Financial Advisory Corp. | 0.01% | No change | 2,606 | $70K |
| Whittier Trust Co. | 0.00% | Reduce -58.9% | 2,572 | $69K |
| Front Row Advisors LLC | 0.03% | No change | 2,512 | $68K |
| S&T Bank | 0.02% | Reduce -2.7% | 2,418 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,403 | $65K |
| Midwest Capital Advisors, LLC | 0.04% | Reduce -7.9% | 2,304 | $62K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | Reduce -31.1% | 2,072 | $56K |
| Bank of Montreal | 0.00% | Reduce -48.4% | 2,022 | $54K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -67.0% | 1,937 | $52K |
| Pflug Koory, LLC | 0.03% | Add +4.1% | 1,935 | $52K |
| Investors Research Corp | 0.01% | Reduce -1.6% | 1,816 | $49K |
| Whipplewood Advisors, LLC | 0.03% | Reduce -99.2% | 14 | $49K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -90.7% | 1,667 | $45K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,723 | $44K |
| Beacon Capital Management, LLC | 0.01% | Reduce -73.9% | 1,545 | $42K |
| S.A. Mason LLC | 0.02% | No change | 1,520 | $41K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.08% | New | 1,511 | $41K |
| Cape Investment Advisory, Inc. | 0.02% | Add +7.8% | 1,509 | $41K |
| First Community Trust NA | 0.03% | No change | 1,400 | $38K |
| Center for Financial Planning, Inc. | 0.00% | New | 1,397 | $38K |
| Abound Wealth Management | 0.01% | New | 1,354 | $36K |
| Blue Bell Private Wealth Management, LLC | 0.01% | Add +16.1% | 1,310 | $35K |
| Independence Bank of Kentucky | 0.01% | Add +4.7% | 1,300 | $35K |
| Lindbrook Capital, LLC | 0.00% | No change | 1,218 | $33K |
| Colonial Trust Co / SC | 0.01% | Reduce -25.0% | 1,200 | $32K |
| Lanark Financial, Inc. | 0.00% | — | 1,160 | $31K |
| Salem Investment Counselors Inc. | 0.00% | Add +3.4% | 1,093 | $29K |
| Founders Financial Alliance, LLC | 0.01% | Add +252.3% | 687 | $29K |
| Decker Retirement Planning Inc. | 0.02% | Reduce -43.3% | 989 | $27K |
| Promus Capital, LLC | 0.02% | No change | 926 | $25K |
| Transce3nd, LLC | 0.01% | Reduce -90.0% | 885 | $24K |
| Bogart Wealth, LLC | 0.00% | No change | 860 | $23K |
| Mather Group, Llc. | 0.00% | Add +2123.7% | 845 | $23K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 784 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 732 | $20K |
| NorthRock Partners, LLC | 0.00% | Add +23.0% | 690 | $19K |
| St Germain D J Co. Inc. | 0.00% | Add +68800.0% | 689 | $19K |
| Sage Mountain Advisors LLC | 0.00% | No change | 686 | $18K |
| Davis Capital Management | 0.01% | No change | 593 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 550 | $15K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -76.1% | 550 | $15K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 514 | $14K |
| Pinney & Scofield, Inc. | 0.01% | Add +0.2% | 495 | $13K |
| Key Financial Inc | 0.00% | No change | 470 | $13K |
| AlphaCore Capital LLC | 0.00% | Reduce -0.9% | 424 | $11K |
| Townsend Asset Management Corp. /NC/ | 0.00% | Reduce -4.9% | 390 | $10K |
| Grey Ledge Advisors, LLC | 0.00% | New | 387 | $10K |
| Runnymede Capital Advisors, Inc. | 0.01% | No change | 370 | $10K |
| N.E.W. Advisory Services LLC | 0.00% | New | 368 | $10K |
| Wagner Wealth Management, LLC | 0.00% | Add +21.3% | 365 | $10K |
| Morling Financial Advisors, LLC | 0.00% | New | 358 | $10K |
| Tompkins Financial Corp. | 0.00% | Add +32.2% | 357 | $10K |
| Cornerstone Planning Group LLC | 0.00% | New | 361 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 352 | $9K |
| Creekmur Asset Management LLC | 0.00% | No change | 342 | $9K |
| Archer Investment Corp | 0.00% | No change | 331 | $9K |
| First Horizon Advisors, Inc. | 0.00% | New | 310 | $8K |
| Keener Financial Planning LLC | 0.01% | Reduce -49.1% | 328 | $8K |
| Avion Wealth | 0.00% | No change | 324 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 296 | $8K |
| Valued Wealth Advisors LLC | 0.00% | New | 294 | $8K |
| REAP Financial Group, LLC | 0.00% | Reduce -57.0% | 289 | $8K |
| Asset Dedication, LLC | 0.00% | New | 284 | $8K |
| Sandy Spring Bank | 0.00% | No change | 280 | $8K |
| Synergy Investment Management, LLC | 0.00% | No change | 276 | $7K |
| Caldwell Trust Co | 0.00% | No change | 260 | $7K |
| DecisionPoint Financial, LLC | 0.00% | New | 245 | $7K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 236 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 224 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 216 | $6K |
| Truvestments Capital LLC | 0.00% | Reduce -21.5% | 212 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 179 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 164 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -34.0% | 157 | $4K |
| Winthrop Capital Management, LLC | 0.00% | No change | 132 | $4K |
| Simplex Trading, LLC | 0.00% | New | 180 | $4K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | Add +5.8% | 146 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 132 | $4K |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.0% | 132 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 129 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -48.6% | 114 | $3K |
| Ameriflex Group, Inc. | 0.00% | Add +322.7% | 93 | $3K |
| Graney & King, LLC | 0.00% | No change | 85 | $2K |
| Wolff Wiese Magana LLC | 0.00% | New | 80 | $2K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 78 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Reduce -83.2% | 73 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 68 | $2K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 62 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 54 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.9% | 54 | $1K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 50 | $1K |
| Evermay Wealth Management LLC | 0.00% | New | 48 | $1K |
| NWK Group, Inc. | 0.00% | No change | 37 | $1K |
| Kiker Wealth Management, LLC | 0.00% | New | 36 | $968 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 32 | $860 |
| SYM FINANCIAL Corp | 0.00% | New | 31 | $834 |
| Bokf, NA | 0.00% | Reduce -93.0% | 28 | $753 |
| Northwest Capital Management Inc | 0.00% | No change | 26 | $708 |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 26 | $699 |
| Capital A Wealth Management, LLC | 0.00% | Reduce -75.3% | 24 | $645 |
| Financial Management Professionals, Inc. | 0.00% | No change | 24 | $645 |
| Blue Trust, Inc. | 0.00% | Reduce -62.1% | 22 | $592 |
| Stonebridge Financial Group, LLC | 0.00% | No change | 19 | $511 |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -99.0% | 18 | $484 |
| Tucker Asset Management LLC | 0.00% | Reduce -91.1% | 18 | $484 |
| Legacy Wealth Managment, LLC | 0.00% | Add +33.3% | 16 | $431 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 16 | $431 |
| Logan Capital Management Inc. | 0.00% | No change | 16 | $430 |
| Lord & Richards Wealth Management, LLC | 0.00% | New | 12 | $323 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 12 | $323 |
| New Millennium Group LLC | 0.00% | No change | 8 | $215 |
| Darwin Wealth Management, LLC | 0.00% | No change | 6 | $154 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $54 |
| Private Wealth Asset Management, LLC | 0.00% | — | 1 | $14 |
| Navigoe, LLC | 0.00% | New | 9 | $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.