Schwab U.S. Tips ETFSCHPETF
13F holders, Q2 2025 (June 30)663holders +2
56new positions
60sold out
3famous investors
$26.68avg. 13F price*
At the end of Q2 2025, 663 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 2 from Q1 2025. 56 opened new positions and 60 sold out. The largest holders were Empower Advisory Group, LLC ($1.1B), Wealthfront Advisers LLC ($853.0M) and Municipal Employees' Retirement System of Michigan ($437.6M). 3 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $56.5M |
| Exits | 60 | $33.3M |
All 13F filers, Q1 2025 → Q2 2025: 20,110,608 shares bought and 22,778,980 shares sold, net −2,668,372 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 663 holders
| Empower Advisory Group, LLC | 3.41% | Add +4.9% | 42,677,764 | $1.1B |
| Wealthfront Advisers LLC | 2.20% | Add +13.3% | 31,970,077 | $853.0M |
| Municipal Employees' Retirement System of Michigan | 5.27% | No change | 16,401,227 | $437.6M |
| JPMorgan Chase & Co. | 0.03% | Reduce -22.3% | 13,642,973 | $364.0M |
| Sei Investments Co. | 0.35% | Add +2.7% | 11,365,614 | $303.2M |
| Voya Investment Management LLC | 0.32% | Reduce -1.3% | 10,516,965 | $280.6M |
| Quadratic Capital Management LLC | 96.80% | Reduce -37.2% | 8,896,742 | $237.4M |
| Lincoln National Corp. | 6.64% | Add +2.6% | 8,207,688 | $219.0M |
| Alliancebernstein L.P. | 0.07% | Add +2.9% | 7,833,720 | $209.0M |
| Cerity Partners LLC | 0.37% | Add +2.3% | 7,767,777 | $207.2M |
| Jasper Ridge Partners, L.P. | 4.87% | Reduce -6.6% | 7,290,550 | $194.5M |
| Evoke Wealth, LLC | 4.22% | Add +21.5% | 6,751,239 | $180.1M |
| CENTRAL TRUST Co | 3.95% | Add +5.4% | 6,411,484 | $171.1M |
| Cerity Partners OCIO LLC | 8.14% | Reduce -3.7% | 5,499,900 | $146.7M |
| Alesco Advisors, LLC, An ESL Co | 4.20% | Reduce -0.5% | 5,474,498 | $146.1M |
| UBS Group AG | 0.03% | Reduce -0.1% | 5,261,115 | $140.4M |
| Nepc LLC | 3.38% | Reduce -12.6% | 5,011,503 | $133.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +1.3% | 4,801,252 | $128.1M |
| Elm Partners Management LLC | 6.95% | Reduce -43.9% | 4,487,523 | $119.7M |
| Morgan Stanley | 0.01% | Add +35.2% | 3,782,708 | $100.9M |
| Sensible Financial Planning & Management, LLC. | 15.31% | Add +0.6% | 3,021,995 | $80.6M |
| Ameriprise Financial Inc. | 0.02% | Add +5.1% | 2,654,106 | $70.8M |
| State Street Corp. | 0.00% | Add +3.0% | 2,599,691 | $69.4M |
| Bank of America Corp. | 0.01% | Add +7.5% | 2,566,530 | $68.5M |
| Bank of New York Mellon Corp | 0.01% | Add +5.7% | 2,184,276 | $58.3M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +4.0% | 2,042,832 | $54.2M |
| Prime Capital Investment Advisors, LLC | 0.71% | Reduce -6.5% | 2,009,989 | $53.6M |
| Assetmark, Inc. | 0.12% | Reduce -14.1% | 1,957,871 | $52.2M |
| Lutz Financial Services LLC | 3.83% | Reduce -1.7% | 1,850,449 | $49.4M |
| Full Sail Capital, LLC | 2.67% | Add +5.4% | 1,732,448 | $46.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -28.4% | 1,690,956 | $45.1M |
| LifeGuide Financial Advisors, LLC | 16.54% | Add +3.0% | 1,679,994 | $44.8M |
| US Bancorp \de | 0.05% | Add +18.9% | 1,626,859 | $43.4M |
| Arax Advisory Partners | 1.98% | Add +4.1% | 1,611,154 | $43.0M |
| Matrix Trust Co | 6.82% | Add +48.6% | 1,606,096 | $42.9M |
| Stephens Group Asset Management, LLC | 3.01% | Reduce -11.1% | 1,565,854 | $41.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.4% | 1,562,072 | $41.7M |
| Willow Creek Wealth Management Inc. | 3.45% | Add +10.7% | 1,439,578 | $38.4M |
| Integrated Wealth Concepts LLC | 0.38% | Add +918.5% | 1,437,940 | $38.4M |
| Principal Securities, Inc. | 0.71% | Add +4.1% | 1,413,404 | $37.7M |
| Temasek Holdings (Private) Ltd | 0.15% | No change | 1,410,000 | $37.6M |
| BlueSky Wealth Advisors, LLC | 5.22% | Add +0.8% | 1,346,257 | $35.9M |
| Pure Financial Advisors, LLC | 0.62% | Add +0.8% | 1,328,471 | $35.4M |
| LPL Financial LLC | 0.01% | Reduce -0.9% | 1,306,880 | $34.9M |
| Kohmann Bosshard Financial Services, LLC | 3.71% | Add +0.8% | 1,246,241 | $33.2M |
| Financial Architects, LLC | 20.13% | Add +2.5% | 1,242,196 | $33.1M |
| Wealthcare Advisory Partners LLC | 0.70% | Add +22.2% | 1,141,633 | $30.5M |
| Garde Capital, Inc. | 1.49% | Reduce -0.7% | 1,044,692 | $27.9M |
| Advisory Alpha, LLC | 0.86% | Add +3.6% | 1,033,047 | $27.6M |
| Navalign, LLC | 7.47% | Reduce -1.4% | 1,014,827 | $27.1M |
| Cetera Investment Advisers | 0.05% | Add +10.6% | 1,008,043 | $26.9M |
| Altfest L J & Co. Inc. | 3.10% | Reduce -31.3% | 985,041 | $26.3M |
| Prentice Wealth Management LLC | 6.51% | Add +179.0% | 928,865 | $24.8M |
| Joseph Group Capital Management | 8.31% | Add +0.9% | 927,681 | $24.8M |
| Citigroup Inc. | 0.02% | Add +15.6% | 913,088 | $24.4M |
| Marshall Financial Group Inc. | 7.09% | Add +1.8% | 887,853 | $23.7M |
| Raymond James Financial Inc. | 0.01% | Add +9.8% | 839,335 | $22.4M |
| Foster & Motley Inc. | 1.28% | Add +2.5% | 832,189 | $22.2M |
| HighTower Advisors, LLC | 0.03% | Add +3.4% | 803,740 | $21.4M |
| Avior Wealth Management, LLC | 0.74% | Add +2.6% | 801,630 | $21.4M |
| Fund Evaluation Group, LLC | 0.80% | Add +3.6% | 775,010 | $20.7M |
| Tortoise Investment Management, LLC | 1.96% | Add +20.2% | 771,988 | $20.6M |
| Modera Wealth Management, LLC | 0.25% | Reduce -0.9% | 764,926 | $20.4M |
| Carolina Wealth Advisors, LLC | 9.94% | Reduce -5.0% | 754,878 | $20.1M |
| Greenline Partners, LLC | 2.54% | Add +11.9% | 706,817 | $18.9M |
| Creative Planning | 0.02% | Reduce -0.9% | 668,954 | $17.8M |
| Tidal Investments LLC | 0.11% | Add +23.9% | 655,271 | $17.4M |
| Robinswood Financial LLC | 5.98% | Reduce -7.7% | 633,910 | $16.9M |
| Sage Financial Group Inc. | 1.17% | Add +6.8% | 596,547 | $15.9M |
| Korea Investment CORP | 0.04% | Reduce -33.9% | 593,000 | $15.8M |
| Carnegie Investment Counsel | 0.32% | Add +9.7% | 592,128 | $15.8M |
| Asset Management Group, Inc. | 2.67% | Add +0.4% | 574,501 | $15.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +0.5% | 566,403 | $15.1M |
| Principal Financial Group Inc. | 0.01% | Add +26.3% | 565,702 | $15.1M |
| Savant Capital, LLC | 0.10% | Reduce -4.8% | 545,887 | $14.6M |
| Grove Street Fiduciary, LLC | 6.95% | Reduce -1.3% | 540,411 | $14.4M |
| Proffitt & Goodson Inc. | 2.12% | Add +1.2% | 522,362 | $13.9M |
| Allen Capital Group, LLC | 1.43% | Add +29.7% | 512,999 | $13.7M |
| FDx Advisors, Inc. | 4.09% | Reduce -2.5% | 502,158 | $13.4M |
| West Family Investments, Inc. | 3.48% | Add +8.3% | 479,787 | $13.4M |
| Resonant Capital Advisors, LLC | 0.85% | Add +9.6% | 498,091 | $13.3M |
| AlphaStar Capital Management, LLC | 0.93% | New | 498,049 | $13.3M |
| Altiora Financial Group, LLC | 2.58% | Reduce -4.3% | 495,039 | $13.2M |
| ALM First Financial Advisors, LLC | 2.74% | No change | 475,034 | $12.7M |
| Marotta Asset Management | 2.48% | Add +88.9% | 463,154 | $12.4M |
| Wealthspire Advisors, LLC | 0.07% | Reduce -52.5% | 449,628 | $12.0M |
| Eq Wealth Advisors, LLC | 7.82% | Add +22.3% | 430,191 | $11.5M |
| ZynergyRetirementPlanningLLC | 7.58% | Add +1.8% | 423,520 | $11.3M |
| Osaic Holdings, Inc. | 0.02% | Add +17.0% | 407,018 | $10.9M |
| Prairiewood Capital, LLC | 3.97% | Add +9.7% | 401,047 | $10.7M |
| Kestra Private Wealth Services, LLC | 0.15% | Add +4.9% | 396,279 | $10.6M |
| MPS Loria Financial Planners, LLC | 3.08% | Add +0.7% | 392,014 | $10.5M |
| Westover Capital Advisors, LLC | 2.08% | Add +6.6% | 389,974 | $10.4M |
| Roble, Belko & Company, Inc | 1.47% | Add +8614.9% | 377,703 | $10.1M |
| Rock Creek Group LLC | 1.16% | Add +93.9% | 372,410 | $9.9M |
| Silver Coast Investments LLC | 3.58% | New | 369,220 | $9.9M |
| Brightwater Advisory LLC | 7.02% | Add +4.6% | 365,984 | $9.8M |
| Wealthcare Capital Management LLC | 1.02% | Add +2.7% | 360,659 | $9.6M |
| Frontier Asset Management, LLC | 2.56% | Reduce -2.5% | 353,216 | $9.4M |
| Peak Financial Management, Inc. | 2.66% | Reduce -28.2% | 350,676 | $9.4M |
| Wooster Corthell Wealth Management, Inc. | 1.68% | Reduce -56.8% | 339,148 | $9.0M |
| Golden Bell Financial Planning LLC | 8.43% | Reduce -1.0% | 335,477 | $9.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 3.21% | Add +11.3% | 333,971 | $8.9M |
| Transamerica Financial Advisors, LLC | 0.83% | Reduce -1.7% | 329,841 | $8.8M |
| Two West Capital Advisors LLC | 5.75% | Add +23.4% | 329,385 | $8.8M |
| Signet Investment Advisory Group, Inc. | 4.50% | Add +0.3% | 328,155 | $8.8M |
| Bfsg, LLC | 0.95% | Add +1.3% | 319,315 | $8.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.4% | 318,096 | $8.5M |
| FC Advisory LLC | 2.55% | Add +0.3% | 309,565 | $8.3M |
| VCI Wealth Management LLC | 2.84% | Add +12.8% | 304,479 | $8.1M |
| McAdam, LLC | 0.44% | Add +23.7% | 304,037 | $8.1M |
| Focus Financial Network, Inc. | 0.32% | Add +4.6% | 301,111 | $8.0M |
| Summit Financial, LLC | 0.18% | Add +1.9% | 300,283 | $8.0M |
| Truist Financial Corp. | 0.01% | Reduce -1.8% | 293,745 | $7.8M |
| Capital Analysts, LLC | 0.26% | Add +58.5% | 293,201 | $7.8M |
| Theory Financial LLC | 2.94% | Add +17.6% | 291,024 | $7.7M |
| MBE Wealth Management, LLC | 3.37% | Add +2.4% | 290,133 | $7.7M |
| Vestmark Advisory Solutions, Inc. | 0.11% | Add +158.7% | 283,610 | $7.6M |
| Citizens Financial Group Inc. | 0.12% | Add +1.4% | 283,368 | $7.6M |
| MML Investors Services, LLC | 0.02% | Add +5.0% | 282,838 | $7.5M |
| Stifel Financial Corp. | 0.01% | Add +3.2% | 279,456 | $7.5M |
| Trajan Wealth LLC | 0.36% | Add +4.7% | 278,334 | $7.4M |
| Focus Partners Wealth | 0.01% | Add +1.9% | 255,937 | $6.8M |
| Harbour Investments, Inc. | 0.17% | Add +1.7% | 251,326 | $6.7M |
| Wealthedge Investment Advisors, LLC | 2.79% | New | 250,436 | $6.7M |
| CreativeOne Wealth, LLC | 0.17% | Reduce -1.1% | 249,662 | $6.7M |
| Cambridge Capital Management, LLC | 3.45% | Add +8.4% | 241,025 | $6.4M |
| Wealthcare Capital Partners, LLC | 3.12% | Reduce -1.2% | 232,503 | $6.2M |
| Charles Schwab Trust Co | 0.46% | Add +20.8% | 229,188 | $6.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -4.2% | 225,788 | $6.0M |
| IRON Financial LLC | 3.16% | Reduce -2.7% | 223,509 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +3.3% | 222,649 | $5.9M |
| Valmark Advisers, Inc. | 0.08% | Reduce -1.8% | 218,669 | $5.8M |
| Seed Wealth Management, Inc. | 4.35% | Add +12.8% | 218,580 | $5.8M |
| Aptus Capital Advisors, LLC | 0.06% | Add +1995.6% | 210,443 | $5.6M |
| Alpha Omega Wealth Management LLC | 0.98% | Add +0.3% | 205,400 | $5.5M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.4% | 201,240 | $5.4M |
| FMR LLC | 0.00% | Add +7.8% | 199,767 | $5.3M |
| Rebalance, LLC | 0.36% | Add +1.8% | 199,703 | $5.3M |
| Waverly Advisors, LLC | 0.06% | Reduce -2.0% | 196,868 | $5.3M |
| M Wealth Management, LLC | 4.74% | Add +0.1% | 192,811 | $5.1M |
| Bulwark Capital Corp | 4.32% | — | 192,084 | $5.1M |
| Fifth Third Bancorp | 0.02% | Add +0.0% | 189,835 | $5.1M |
| Curbstone Financial Management Corp | 1.04% | Reduce -4.9% | 189,670 | $5.1M |
| Fortis Advisors, LLC | 3.22% | Reduce -0.5% | 188,489 | $5.0M |
| Hoxton Planning & Management, LLC | 1.72% | Reduce -4.0% | 186,247 | $5.0M |
| LifePlan Investment Advisors, Inc. | 2.43% | Add +0.8% | 183,574 | $4.9M |
| Arvest Investments, Inc. | 0.74% | Reduce -0.7% | 183,500 | $4.9M |
| Grey Fox Wealth Advisors, LLC | 1.14% | Add +7.7% | 179,195 | $4.8M |
| Sumitomo Life Insurance Co. | 0.32% | Reduce -83.3% | 178,100 | $4.8M |
| Kings Path Partners LLC | 1.91% | Add +38.2% | 178,027 | $4.7M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -54.5% | 175,333 | $4.7M |
| Private Advisor Group, LLC | 0.03% | Add +9.6% | 175,149 | $4.7M |
| Vise Technologies, Inc. | 0.19% | — | 175,049 | $4.7M |
| Exencial Wealth Advisors, LLC | 0.16% | Reduce -6.6% | 171,860 | $4.6M |
| Cambria Investment Management, L.P. | 0.31% | Add +3.1% | 172,080 | $4.6M |
| GenTrust, LLC | 0.22% | Reduce -24.1% | 171,480 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 166,976 | $4.5M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +308781.5% | 166,796 | $4.5M |
| Christensen, King & Associates Investment Services, Inc. | 2.03% | Reduce -4.1% | 166,424 | $4.4M |
| Anderson Hoagland & Co. | 0.42% | Add +12.9% | 166,068 | $4.4M |
| Cloud Capital Management, LLC | 2.76% | Reduce -1.9% | 165,662 | $4.4M |
| Verde Capital Management | 1.08% | Add +8.0% | 163,330 | $4.4M |
| Virtue Capital Management, LLC | 0.79% | Reduce -50.4% | 160,409 | $4.3M |
| Trustmark Bank Trust Department | 0.29% | No change | 160,000 | $4.3M |
| Aviance Capital Partners, LLC | 0.56% | Add +3.0% | 159,619 | $4.3M |
| Stratos Wealth Advisors, LLC | 0.22% | Reduce -0.5% | 158,220 | $4.2M |
| OneAscent Financial Services LLC | 0.30% | Reduce -46.9% | 157,909 | $4.2M |
| Avantax Planning Partners, Inc. | 0.13% | Add +3.5% | 156,858 | $4.2M |
| Summit Wealth Group, LLC | 1.07% | Reduce -38.7% | 156,295 | $4.2M |
| Columbus Macro, LLC | 0.50% | Reduce -8.3% | 154,491 | $4.1M |
| Atria Investments, Inc | 0.05% | Add +9.3% | 150,852 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -2.1% | 150,838 | $4.0M |
| HRT Financial LP | 0.02% | New | 150,173 | $4.0M |
| Jacobson & Schmitt Advisors, LLC | 0.71% | Add +2.4% | 149,314 | $4.0M |
| Performance Wealth Partners, LLC | 0.13% | Reduce -3.0% | 147,367 | $3.9M |
| CW Advisors, LLC | 0.04% | Add +32.4% | 143,806 | $3.8M |
| Fifth Third Securities, Inc. | 0.29% | Add +60.6% | 143,039 | $3.8M |
| Riverpoint Wealth Management Holdings, LLC | 0.90% | New | 142,664 | $3.8M |
| JTC Employer Solutions Trustee Ltd | 0.36% | No change | 141,964 | $3.8M |
| Upper Left Wealth Management, LLC | 2.52% | Add +0.0% | 141,475 | $3.8M |
| LifeGoal Investments, LLC | 3.56% | Add +608.1% | 140,429 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.6% | 137,007 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -47.0% | 135,946 | $3.6M |
| Seeds Investor LLC | 0.81% | Add +4.7% | 129,666 | $3.5M |
| Horizon Financial Services, LLC | 1.83% | Reduce -0.4% | 129,105 | $3.4M |
| VanderPol Investments L.L.C. | 7.08% | Add +341.0% | 126,366 | $3.4M |
| C M Bidwell & Associates Ltd. | 1.74% | Reduce -0.5% | 125,924 | $3.4M |
| Moser Wealth Advisors, LLC | 1.60% | Add +4.3% | 125,123 | $3.3M |
| Red Tortoise LLC | 1.62% | Add +0.4% | 124,076 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +23.4% | 123,973 | $3.3M |
| Skyline Advisors, Inc. | 1.21% | Add +4.6% | 123,265 | $3.3M |
| Silver Oak Securities, Incorporated | 0.27% | Add +18.5% | 122,839 | $3.3M |
| FSA Investment Group, LLC | 2.39% | Reduce -6.8% | 120,927 | $3.2M |
| Alps Advisors Inc. | 0.02% | Reduce -1.2% | 116,210 | $3.1M |
| Lodestar Private Asset Management LLC | 0.35% | Add +0.1% | 115,382 | $3.1M |
| Decker Retirement Planning Inc. | 1.78% | Add +11538.9% | 115,109 | $3.1M |
| JMG Financial Group, Ltd. | 0.09% | Add +4.1% | 111,823 | $3.0M |
| AQR Capital Management | 0.00% | Add +46.6% | 111,684 | $3.0M |
| WealthCollab, LLC | 1.65% | Add +6.0% | 110,387 | $2.9M |
| Summit Financial Strategies, Inc. | 0.27% | Add +2.5% | 109,652 | $2.9M |
| Revisor Wealth Management LLC | 1.02% | Add +53.9% | 106,883 | $2.8M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -1.3% | 106,070 | $2.8M |
| Washington Trust Advisors, Inc. | 0.23% | Add +0.3% | 105,996 | $2.8M |
| Cape Cod Five Cents Savings Bank | 0.26% | No change | 51,949 | $2.8M |
| Advyzon Investment Management, LLC | 0.61% | Add +1.7% | 102,763 | $2.7M |
| K2 Financial Inc. | 2.42% | Add +9.1% | 103,581 | $2.7M |
| McLean Asset Management Corp | 0.71% | Reduce -5.6% | 102,137 | $2.7M |
| Comerica Bank | 0.01% | Add +9.7% | 101,419 | $2.7M |
| BCGM Wealth Management, LLC | 0.75% | Add +1.9% | 100,182 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +4.6% | 99,762 | $2.7M |
| RHS Financial, LLC | 1.51% | Add +34.7% | 99,653 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -11.9% | 99,590 | $2.7M |
| WASHINGTON TRUST Co | 0.09% | Reduce -1.3% | 97,854 | $2.6M |
| Brown Wealth Management, LLC | 0.80% | New | 96,498 | $2.6M |
| Phillips Financial Management, LLC | 0.19% | Add +5.2% | 95,899 | $2.6M |
| Perigon Wealth Management, LLC | 0.06% | Add +12.9% | 95,717 | $2.6M |
| Eagle Bay Advisors LLC | 2.05% | Reduce -0.3% | 92,791 | $2.5M |
| Maltin Wealth Management, Inc. | 1.07% | Add +4.4% | 89,523 | $2.4M |
| 1620 Investment Advisors, Inc. | 1.72% | Add +2.1% | 88,972 | $2.4M |
| Ausdal Financial Partners, Inc. | 0.16% | Add +0.7% | 88,327 | $2.4M |
| Arcataur Capital Management LLC | 0.73% | Reduce -1.2% | 87,555 | $2.3M |
| National Bank of Canada | 0.00% | Add +1.2% | 87,228 | $2.3M |
| Merit Financial Group, LLC | 0.03% | Add +32.3% | 87,066 | $2.3M |
| White Lighthouse Investment Management Inc. | 0.37% | Reduce -3.8% | 84,829 | $2.3M |
| American Trust Investment Advisors, LLC | 1.13% | Reduce -60.2% | 83,690 | $2.2M |
| Litman Gregory Wealth Management LLC | 0.17% | Add +2.6% | 83,000 | $2.2M |
| Freedom Financial Partners LLC | 0.93% | Add +3.3% | 82,823 | $2.2M |
| Csenge Advisory Group | 0.11% | Add +12.1% | 81,624 | $2.2M |
| Financial Freedom, LLC | 1.14% | Add +0.5% | 79,080 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +1.2% | 78,778 | $2.1M |
| Aletheian Wealth Advisors LLC | 1.03% | Add +11.8% | 78,473 | $2.1M |
| Physician Wealth Solutions Inc. | 0.97% | Reduce -4.7% | 78,041 | $2.1M |
| Hengehold Capital Management LLC | 0.19% | Add +3.3% | 77,761 | $2.1M |
| Coastal Bridge Advisors, LLC | 0.17% | New | 77,125 | $2.1M |
| Breakwater Investment Management | 0.79% | Add +0.2% | 76,773 | $2.0M |
| Fiducient Advisors LLC | 0.25% | Add +453.1% | 76,655 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Add +394.0% | 76,249 | $2.0M |
| Patten Group, Inc. | 0.43% | Add +82.0% | 75,427 | $2.0M |
| First National Corp. /Ma/ | 0.40% | Add +8.7% | 74,812 | $2.0M |
| Signature Estate & Investment Advisors LLC | 0.05% | Add +1.0% | 74,786 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -14.3% | 73,490 | $2.0M |
| Wealthspire Retirement, LLC | 0.13% | Reduce -14.0% | 72,161 | $1.9M |
| Catalyst Private Wealth, LLC | 0.86% | Add +2.9% | 72,111 | $1.9M |
| Arkansas Financial Group, Inc. | 0.30% | Add +0.0% | 71,560 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Reduce -2.7% | 70,107 | $1.9M |
| Accelerate Investment Advisors LLC | 1.35% | Add +4.0% | 68,203 | $1.8M |
| Comprehensive Money Management Services LLC | 1.38% | Add +13.8% | 68,022 | $1.8M |
| Passive Capital Management, LLC. | 0.56% | Reduce -1.3% | 67,828 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -4.0% | 67,382 | $1.8M |
| RFP Financial Group LLC | 0.73% | New | 66,444 | $1.8M |
| Valpey Financial Services, LLC | 1.22% | — | 66,303 | $1.8M |
| Fulton Breakefield Broenniman LLC | 0.12% | Reduce -0.4% | 65,428 | $1.7M |
| MIdWestOne Financial Group, Inc. | 0.23% | Add +45.6% | 65,283 | $1.7M |
| Mutual Advisors, LLC | 0.04% | Add +4.7% | 64,369 | $1.7M |
| Corrado Advisors, LLC | 1.05% | Add +0.9% | 64,224 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Reduce -0.5% | 64,044 | $1.7M |
| Ethos Financial Group, LLC | 0.15% | Reduce -7.3% | 63,665 | $1.7M |
| Pacific Capital Wealth Advisors, Inc. | 0.31% | Reduce -64.2% | 63,879 | $1.7M |
| Private Client Services, LLC | 0.66% | Add +53.8% | 63,242 | $1.7M |
| American Financial Advisors, LLC | 0.23% | Reduce -0.4% | 62,634 | $1.7M |
| Braun-Bostich & Associates Inc. | 1.14% | Add +2.4% | 62,390 | $1.7M |
| Blue Fin Capital, Inc. | 0.28% | Reduce -0.1% | 61,304 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Reduce -1.4% | 61,234 | $1.6M |
| Veracity Capital LLC | 0.57% | Add +8.3% | 61,198 | $1.6M |
| Van Strum & Towne Inc. | 0.51% | Reduce -1.3% | 60,818 | $1.6M |
| SigFig Wealth Management, LLC | 0.05% | Add +5.3% | 60,445 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.9% | 59,769 | $1.6M |
| Lederer & Associates Investment Counsel | 1.05% | Reduce -0.6% | 59,220 | $1.6M |
| Hutchinson Capital Management | 0.29% | Add +0.2% | 59,140 | $1.6M |
| Soltis Investment Advisors LLC | 0.12% | Reduce -4.3% | 58,838 | $1.6M |
| Algorithmic Investment Models, LLC | 1.06% | Reduce -2.8% | 58,027 | $1.5M |
| Choreo, LLC | 0.02% | Add +2.3% | 57,882 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.17% | Reduce -1.0% | 57,800 | $1.5M |
| L.K. Benson & Company, P.C. | 0.94% | Add +30.1% | 57,520 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -67.2% | 57,400 | $1.5M |
| Wbi Investments, LLC | 0.40% | Reduce -3.6% | 57,325 | $1.5M |
| Fischer Financial Services, Inc. | 0.45% | Add +6.2% | 57,055 | $1.5M |
| United Advisor Group, LLC | 0.26% | Add +210.0% | 56,741 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -5.7% | 56,333 | $1.5M |
| Commerce Bank | 0.01% | Add +14.3% | 55,994 | $1.5M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +0.0% | 55,944 | $1.5M |
| Archvest Wealth Advisors, Inc. | 1.30% | Add +0.3% | 55,935 | $1.5M |
| AMG National Trust Bank | 0.04% | Add +23.8% | 55,933 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +7.3% | 55,722 | $1.5M |
| Birch Financial Group, LLC | 1.17% | Add +38.0% | 54,732 | $1.5M |
| High Note Wealth, LLC | 0.33% | Reduce -23.7% | 54,726 | $1.5M |
| Essential Partners LLC | 0.58% | — | 53,969 | $1.4M |
| TrueWealth Advisors, LLC | 0.40% | Reduce -14.7% | 50,901 | $1.4M |
| Strategic Financial Planning, Inc. | 0.85% | Add +5.1% | 50,889 | $1.4M |
| Sherman Asset Management, Inc. | 1.19% | Add +0.7% | 50,350 | $1.3M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -7.8% | 50,071 | $1.3M |
| PFC Capital Group, Inc. | 0.62% | Add +129.3% | 49,816 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -12.6% | 49,610 | $1.3M |
| Signal Advisors Wealth, LLC | 0.10% | New | 49,391 | $1.3M |
| Cushing Capital Partners, LLC | 1.11% | New | 49,342 | $1.3M |
| LongView Wealth Management | 0.40% | Reduce -2.8% | 49,063 | $1.3M |
| Fairview Capital Investment Management, LLC | 0.07% | Add +7.0% | 48,625 | $1.3M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -7.3% | 47,212 | $1.3M |
| Commons Capital, LLC | 0.94% | Reduce -4.2% | 46,234 | $1.2M |
| Austin Wealth Management, LLC | 0.22% | New | 46,017 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +6.7% | 44,130 | $1.2M |
| Fortis Capital Advisors, LLC | 0.21% | Reduce -2.8% | 43,594 | $1.2M |
| Belpointe Asset Management LLC | 0.05% | Reduce -2.8% | 43,594 | $1.2M |
| Citizens National Bank Trust Department | 0.23% | Reduce -12.6% | 42,765 | $1.1M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +158.5% | 42,643 | $1.1M |
| Websterrogers Financial Advisors, LLC | 0.36% | Add +3.7% | 42,283 | $1.1M |
| Duff & Phelps Investment Management Co. | 0.01% | Add +349.7% | 41,820 | $1.1M |
| SWS Partners | 0.30% | Add +16.4% | 41,589 | $1.1M |
| Leeward Financial Partners, LLC | 0.35% | No change | 41,380 | $1.1M |
| Maridea Wealth Management LLC | 0.29% | Add +16.5% | 41,104 | $1.1M |
| Betterment LLC | 0.00% | Add +9.4% | 40,946 | $1.1M |
| Clear Investment Research, LLC | 1.38% | Add +0.1% | 40,912 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -28.6% | 40,886 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.85% | Add +1.7% | 40,749 | $1.1M |
| Factor Wealth Management LTD | 0.30% | Add +1.1% | 40,660 | $1.1M |
| Magnolia Capital Advisors LLC | 0.27% | Add +2.3% | 40,015 | $1.1M |
| Horizons Wealth Management | 0.77% | Add +0.9% | 39,884 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.47% | Add +7.1% | 39,861 | $1.1M |
| Anchor Investment Management, LLC | 0.09% | Add +0.1% | 39,772 | $1.1M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -20.1% | 39,526 | $1.1M |
| LCNB Corp. | 0.37% | No change | 39,362 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.42% | Reduce -4.3% | 38,658 | $1.0M |
| Nalls Sherbakoff Group, LLC | 0.75% | Reduce -0.5% | 38,373 | $1.0M |
| Nwam LLC | 0.06% | Add +7.1% | 38,364 | $1.0M |
| Pinkerton Wealth, LLC | 0.12% | Add +21.9% | 37,984 | $1.0M |
| Cwm, LLC | 0.00% | Add +401.0% | 37,692 | $1.0M |
| Hayek Kallen Investment Management | 0.34% | Reduce -8.5% | 37,110 | $990K |
| Smartleaf Asset Management LLC | 0.09% | Add +19.0% | 36,592 | $973K |
| Creative Financial Designs Inc. | 0.07% | Reduce -31.4% | 35,880 | $957K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.0% | 35,410 | $945K |
| Friedenthal Financial | 0.51% | Reduce -5.4% | 35,191 | $939K |
| Tudor Investment Corporation | 0.01% | New | 35,161 | $938K |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +312.5% | 34,969 | $933K |
| Meritage Portfolio Management | 0.06% | Reduce -7.0% | 34,940 | $932K |
| Bakala Capital LLC | 5.34% | Reduce -4.7% | 34,861 | $930K |
| Myecfo, LLC | 0.44% | Reduce -6.7% | 33,692 | $899K |
| Farther Finance Advisors, LLC | 0.02% | Reduce -9.2% | 32,653 | $871K |
| Plum Street Advisors, LLC | 0.38% | Reduce -8.9% | 32,589 | $869K |
| Advisory Services Network, LLC | 0.01% | Add +0.4% | 32,294 | $859K |
| First Merchants Corp. | 0.03% | Reduce -4.8% | 31,432 | $839K |
| Viawealth, LLC | 0.49% | Add +96.5% | 31,302 | $835K |
| Strategic Financial Concepts, LLC | 0.12% | Add +35.5% | 31,284 | $835K |
| UMB Bank, n.a. | 0.01% | No change | 31,261 | $834K |
| Sagace Wealth Management LLC | 0.62% | Reduce -1.8% | 30,921 | $825K |
| Fortis Capital Management LLC | 0.13% | Reduce -86.1% | 30,570 | $816K |
| OMNI 360 Wealth, Inc. | 0.49% | Add +3.3% | 29,788 | $795K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.07% | Add +41.7% | 29,491 | $787K |
| Pinnacle Bancorp, Inc. | 0.24% | Reduce -18.5% | 28,597 | $763K |
| Benchmark Wealth Management, LLC | 0.34% | Reduce -4.4% | 28,539 | $761K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -4.1% | 28,526 | $761K |
| Journey Advisory Group, LLC | 0.06% | No change | 28,390 | $757K |
| Mount Lucas Management LP | 0.36% | Reduce -1.0% | 28,086 | $749K |
| Asset Allocation Strategies LLC | 0.16% | Reduce -26.7% | 27,858 | $743K |
| Northern Trust Corp. | 0.00% | Reduce -19.0% | 27,482 | $733K |
| Susquehanna International Group, LLP | 0.00% | Add +155.9% | 27,293 | $728K |
| First Heartland Consultants, Inc. | 0.06% | New | 26,430 | $705K |
| Jackson Creek Investment Advisors LLC | 0.19% | Reduce -1.9% | 26,357 | $703K |
| Patriot Investment Management Group, Inc. | 0.05% | Reduce -17.1% | 26,306 | $702K |
| Walter & Keenan Wealth Management LLC /in/ | 0.20% | Reduce -5.4% | 26,150 | $698K |
| DMC Group, LLC | 0.53% | No change | 25,678 | $685K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -12.5% | 25,685 | $685K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.9% | 24,956 | $666K |
| Cambridge Advisors Inc. | 0.14% | No change | 24,506 | $654K |
| Global Retirement Partners, LLC | 0.02% | — | 24,293 | $648K |
| Ground Swell Capital, LLC | 1.04% | New | 23,665 | $631K |
| Captrust Financial Advisors | 0.00% | Add +86.7% | 23,516 | $627K |
| Rinkey Investments | 0.19% | Add +1.4% | 23,456 | $626K |
| IFG Advisory, LLC | 0.03% | Reduce -3.6% | 23,410 | $625K |
| Laraway Financial Advisors Inc | 0.47% | Reduce -2.8% | 23,056 | $615K |
| Prossimo Advisors, LLC | 0.49% | No change | 23,000 | $614K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Add +72.4% | 22,925 | $612K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -39.1% | 22,905 | $611K |
| Almanack Investment Partners, LLC. | 0.10% | Reduce -0.5% | 22,734 | $607K |
| Gradient Capital Advisors, LLC | 0.18% | No change | 22,293 | $595K |
| Diversified Enterprises, LLC | 0.04% | Add +6.6% | 21,989 | $587K |
| M. Kulyk & Associates, LLC | 0.13% | New | 21,700 | $579K |
| Pure Portfolios Holdings LLC | 0.20% | Add +17.4% | 21,658 | $578K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -2.8% | 21,450 | $572K |
| Shearwater Capital LLC | 0.36% | No change | 21,290 | $568K |
| Chapman Financial Group, LLC | 0.48% | — | 21,159 | $565K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 20,967 | $559K |
| SRH Advisors, LLC | 0.17% | No change | 20,838 | $556K |
| Maripau Wealth Management LLC | 0.27% | New | 20,407 | $545K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -16.1% | 20,043 | $535K |
| Compound Planning, Inc. | 0.02% | Reduce -26.6% | 19,989 | $533K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -2.5% | 19,967 | $533K |
| Edgestream Partners, L.P. | 0.01% | New | 19,701 | $526K |
| Corient Private Wealth LP | 0.00% | Reduce -33.9% | 19,378 | $517K |
| SageView Advisory Group, LLC | 0.02% | Add +0.3% | 19,308 | $513K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -8.0% | 19,181 | $512K |
| Walkner Condon Financial Advisors LLC | 0.09% | Reduce -5.0% | 19,037 | $508K |
| ORG Partners LLC | 0.11% | Add +13.4% | 18,713 | $500K |
| Oder Investment Management, LLC | 0.38% | Reduce -16.2% | 18,635 | $497K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +33.7% | 18,519 | $494K |
| Visionary Wealth Advisors | 0.03% | Reduce -75.5% | 18,423 | $492K |
| Yoder Wealth Management, Inc. | 0.26% | No change | 18,400 | $491K |
| Brighton Jones LLC | 0.01% | Add +0.4% | 18,364 | $490K |
| SGL Investment Advisors, Inc. | 0.24% | Add +11.7% | 18,494 | $490K |
| CoreCap Advisors, LLC | 0.02% | Reduce -2.8% | 18,283 | $488K |
| Tran Capital Management, L.P. | 0.06% | No change | 18,283 | $488K |
| Traub Capital Management LLC | 0.45% | — | 18,174 | $485K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +92.6% | 18,041 | $481K |
| Murphy & Mullick Capital Management Corp | 0.39% | Reduce -14.7% | 17,602 | $478K |
| WT Wealth Management | 0.14% | Add +4.3% | 17,806 | $475K |
| Stewardship Advisors, LLC | 0.12% | Add +2.4% | 17,712 | $473K |
| Brookstone Capital Management | 0.01% | Add +8.9% | 17,711 | $473K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -37.8% | 17,627 | $469K |
| Ellenbecker Investment Group | 0.08% | Reduce -18.7% | 17,408 | $464K |
| Latitude Advisors, LLC | 0.23% | Add +0.9% | 17,245 | $460K |
| Equitable Holdings, Inc. | 0.00% | Add +5.9% | 17,202 | $459K |
| Sigma Planning Corp | 0.01% | Reduce -3.1% | 17,173 | $458K |
| Summit Global Investments | 0.03% | Add +1.8% | 16,586 | $443K |
| Trust Point Inc. | 0.04% | Add +21.8% | 16,511 | $441K |
| Topel & Distasi Wealth Management, LLC | 0.23% | No change | 16,466 | $439K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 16,190 | $432K |
| Mengis Capital Management, Inc. | 0.09% | Add +2.8% | 16,010 | $427K |
| Vista Capital Partners, Inc. | 0.05% | Add +22.9% | 16,002 | $427K |
| Curio Wealth, LLC | 0.18% | Add +33474.5% | 15,780 | $421K |
| GC Wealth Management RIA, LLC | 0.03% | No change | 15,718 | $419K |
| Kondo Wealth Advisors, Inc. | 0.18% | Reduce -4.1% | 15,468 | $411K |
| Adventist Health System Sunbelt Healthcare Corp. | 0.03% | Reduce -98.2% | 15,401 | $411K |
| Covestor Ltd | 0.24% | Add +28.6% | 15,165 | $405K |
| Zhang Financial LLC | 0.02% | Add +3.3% | 14,839 | $396K |
| Coastwise Capital Group, LLC | 0.31% | Add +17.4% | 14,810 | $395K |
| Barrett & Company, Inc. | 0.15% | No change | 14,702 | $392K |
| Allworth Financial LP | 0.00% | Add +30.3% | 14,560 | $388K |
| Strategic Blueprint, LLC | 0.02% | Reduce -32.8% | 14,533 | $388K |
| Fruth Investment Management | 0.10% | Reduce -3.3% | 14,500 | $386K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -37.4% | 14,324 | $382K |
| Guardian Financial Partners, LLC | 0.17% | Add +4.3% | 14,117 | $377K |
| Carter Financial Group, INC. | 0.24% | — | 14,012 | $374K |
| Liberty Capital Management, Inc. | 0.08% | Add +35.8% | 14,003 | $374K |
| Accredited Wealth Management, LLC | 0.30% | Reduce -16.3% | 13,892 | $371K |
| Savvy Advisors, Inc. | 0.02% | Add +5.8% | 13,882 | $370K |
| IFP Advisors, Inc | 0.01% | Reduce -83.4% | 13,880 | $370K |
| Prudent Man Advisors, LLC | 0.12% | No change | 13,841 | $369K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -26.6% | 13,475 | $360K |
| Center For Asset Management LLC | 0.22% | Reduce -37.9% | 13,585 | $351K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.2% | 13,081 | $349K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.8% | 13,031 | $348K |
| Lynx Investment Advisory | 0.22% | Add +5.5% | 12,904 | $344K |
| Compass Capital Corp. /Ma/ | 0.16% | Add +6.9% | 12,867 | $344K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.3% | 12,680 | $338K |
| SVB Wealth LLC | 0.02% | New | 12,621 | $337K |
| WFA of San Diego, LLC | 0.25% | — | 12,540 | $335K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -34.0% | 12,340 | $329K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -0.3% | 12,315 | $329K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -0.8% | 12,268 | $327K |
| Tilia Fiduciary Partners, Inc. | 0.20% | Reduce -9.5% | 12,116 | $323K |
| Global Assets Advisory, LLC | 0.13% | Reduce -63.6% | 12,130 | $322K |
| Schiavi & Co LLC | 0.11% | No change | 12,015 | $321K |
| Mattern Wealth Management LLC | 0.07% | No change | 12,000 | $320K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -0.1% | 11,939 | $319K |
| Ascent Group, LLC | 0.01% | New | 11,747 | $313K |
| CWC Advisors, LLC. | 0.16% | Add +3.4% | 11,653 | $311K |
| &partners | 0.00% | Reduce -5.6% | 11,526 | $308K |
| Petra Financial Advisors Inc. | 0.19% | Add +5.8% | 11,506 | $307K |
| Atlas Wealth Partners, LLC | 0.35% | No change | 11,405 | $304K |
| Main Street Financial Solutions, LLC | 0.02% | Add +25.5% | 11,390 | $304K |
| Larson Financial Group LLC | 0.01% | Add +23.9% | 11,340 | $303K |
| Summit Trail Advisors, LLC | 0.01% | New | 11,278 | $301K |
| Greenfield Seitz Capital Management, LLC | 0.11% | Reduce -6.7% | 11,200 | $299K |
| Quadcap Wealth Management, LLC | 0.04% | Add +0.0% | 11,195 | $299K |
| Venture Visionary Partners LLC | 0.01% | Add +0.0% | 11,034 | $294K |
| North Forty Two & Co. | 0.31% | No change | 10,982 | $293K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.9% | 10,855 | $290K |
| Rothschild Wealth LLC | 0.07% | New | 10,613 | $283K |
| Walker Asset Management, LLC | 0.16% | Reduce -4.5% | 10,524 | $281K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,480 | $280K |
| Jackson Hole Capital Partners, LLC | 0.05% | Add +2.4% | 10,429 | $278K |
| Clearview Wealth Advisors LLC | 0.19% | Reduce -0.9% | 10,401 | $278K |
| Kavar Capital Partners Group, LLC | 0.04% | New | 10,324 | $275K |
| Avant Financial Advisors LLC | 0.23% | No change | 10,296 | $275K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | Reduce -1.9% | 10,075 | $269K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.0% | 10,060 | $268K |
| Hardin Capital Partners, LLC | 0.16% | Add +0.1% | 10,082 | $268K |
| Parkside Financial Bank & Trust | 0.03% | No change | 10,004 | $267K |
| VPR Management LLC | 0.13% | No change | 10,000 | $267K |
| Blume Capital Management, Inc. | 0.05% | No change | 10,000 | $267K |
| Addison Capital Co | 0.09% | Reduce -0.2% | 9,976 | $266K |
| Inman Jager Wealth Management, LLC | 0.18% | Add +16.9% | 9,922 | $265K |
| Wealth Management Resources, Inc. | 0.09% | Reduce -6.0% | 9,921 | $265K |
| Spire Wealth Management | 0.01% | Reduce -19.1% | 9,899 | $264K |
| David Wealth Management LLC | 0.19% | New | 9,612 | $256K |
| TD Private Client Wealth LLC | 0.01% | Reduce -27.2% | 9,590 | $256K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -11.7% | 9,486 | $253K |
| Lord & Richards Wealth Management, LLC | 0.26% | Add +78250.0% | 9,402 | $251K |
| Richardson Financial Services Inc. | 0.17% | Add +36.7% | 9,431 | $251K |
| Worth Asset Management, LLC | 0.12% | Reduce -54.2% | 9,359 | $250K |
| NBT Bank, N.A. | 0.02% | No change | 9,291 | $248K |
| Alhambra Investment Management LLC | 0.12% | No change | 9,282 | $248K |
| Sound Stewardship, LLC | 0.13% | Reduce -3.3% | 9,276 | $247K |
| Elios Financial Group Inc. | 0.11% | Reduce -23.9% | 9,237 | $246K |
| Armstrong Advisory Group, Inc. | 0.02% | Reduce -16.6% | 9,236 | $246K |
| Aegis Wealth Management LLC | 0.15% | No change | 9,134 | $246K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -12.8% | 9,118 | $243K |
| Madden Advisory Services, Inc. | 0.10% | Add +0.4% | 8,986 | $240K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -5.0% | 8,943 | $239K |
| Tempus Wealth Planning, LLC | 0.06% | No change | 8,919 | $238K |
| Chesapeake Asset Management LLC | 0.21% | Reduce -33.7% | 8,737 | $233K |
| Foundations Investment Advisors, LLC | 0.00% | New | 8,694 | $232K |
| Coppell Advisory Solutions LLC | 0.03% | New | 8,666 | $230K |
| HCR Wealth Advisors | 0.03% | No change | 8,419 | $225K |
| Park Avenue Securities LLC | 0.00% | New | 8,277 | $221K |
| Brooklyn FI, LLC | 0.06% | No change | 8,192 | $219K |
| Berger Financial Group, Inc | 0.01% | No change | 8,061 | $215K |
| Inlight Wealth Management, LLC | 0.11% | Add +28.9% | 7,978 | $213K |
| True Vision MN LLC | 0.12% | Reduce -1.6% | 7,973 | $213K |
| Cascade Wealth Advisors, Inc | 0.12% | New | 7,944 | $212K |
| Moneco Advisors, LLC | 0.02% | Add +0.2% | 7,920 | $211K |
| GeoWealth Management, LLC | 0.01% | Reduce -11.1% | 7,906 | $211K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.04% | Add +0.9% | 7,866 | $210K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -15.2% | 7,749 | $207K |
| International Private Wealth Advisors LLC | 0.18% | New | 7,704 | $206K |
| Pinnacle Wealth Management Group, Inc. | 0.12% | No change | 7,700 | $205K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +1.9% | 7,684 | $205K |
| TPG Advisors LLC | 0.15% | Reduce -4.5% | 7,664 | $204K |
| Victory Financial Group, LLC | 0.03% | New | 7,604 | $203K |
| Formidable Asset Management, LLC | 0.03% | No change | 7,508 | $202K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 7,516 | $201K |
| Apella Capital, LLC | 0.01% | New | 7,563 | $200K |
| Franklin Resources Inc. | 0.00% | Add +1.2% | 7,449 | $199K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -69.8% | 7,276 | $194K |
| Blair William & Co. | 0.00% | Reduce -46.4% | 6,859 | $183K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | Add +1.2% | 6,646 | $177K |
| Ballast Advisors LLC | 0.05% | Add +11.3% | 6,155 | $164K |
| MAI Capital Management | 0.00% | Reduce -5.1% | 5,936 | $158K |
| WPG Advisers, LLC | 0.13% | Reduce -5.5% | 5,764 | $154K |
| GPS Wealth Strategies Group, LLC | 0.02% | Add +32.4% | 5,740 | $153K |
| Parallel Advisors, LLC | 0.00% | Reduce -34.4% | 5,599 | $149K |
| Ancora Advisors LLC | 0.00% | Add +21.2% | 5,400 | $144K |
| LFA - Lugano Financial Advisors SA | 0.08% | New | 5,398 | $143K |
| Iron Horse Wealth Management, LLC | 0.04% | Reduce -3.1% | 4,847 | $129K |
| Birchbrook, Inc. | 0.07% | Reduce -17.1% | 4,820 | $129K |
| Smithfield Trust Co | 0.01% | No change | 4,468 | $119K |
| Private Trust Co. NA | 0.01% | No change | 4,213 | $112K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -4.0% | 4,125 | $110K |
| Fairscale Capital, LLC | 0.08% | No change | 4,000 | $106K |
| Trust Co. of Vermont | 0.00% | No change | 3,938 | $105K |
| Rossby Financial, LCC | 0.04% | Add +0.2% | 3,808 | $102K |
| Bristlecone Advisors, LLC | 0.01% | Reduce -9.8% | 3,677 | $98K |
| Howe & Rusling Inc. | 0.01% | Reduce -17.5% | 3,337 | $89K |
| Raleigh Capital Management Inc. | 0.03% | Reduce -8.3% | 3,103 | $83K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +1965.1% | 3,015 | $80K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,792 | $74K |
| Cordant, Inc. | 0.03% | No change | 2,700 | $72K |
| Pacifica Partners Inc. | 0.03% | Reduce -13.4% | 2,665 | $71K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +54.8% | 2,580 | $69K |
| Whittier Trust Co. | 0.00% | No change | 2,572 | $69K |
| Front Row Advisors LLC | 0.02% | No change | 2,512 | $67K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.0% | 2,404 | $64K |
| Sunbelt Securities, Inc. | 0.01% | Add +318.6% | 2,302 | $59K |
| Trust Co. of Toledo NA | 0.01% | New | 2,200 | $59K |
| S&T Bank | 0.02% | Reduce -12.6% | 2,113 | $56K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 2,072 | $55K |
| Blue Trust, Inc. | 0.00% | Add +9031.8% | 2,009 | $54K |
| Midwest Capital Advisors, LLC | 0.03% | Reduce -14.7% | 1,966 | $52K |
| Cape Investment Advisory, Inc. | 0.02% | Add +28.8% | 1,944 | $52K |
| Pflug Koory, LLC | 0.03% | Add +0.3% | 1,940 | $52K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.1% | 1,940 | $52K |
| Atlas Capital Advisors Inc. | 0.01% | Reduce -53.6% | 1,901 | $51K |
| Bank of Montreal | 0.00% | Reduce -10.0% | 1,819 | $49K |
| Whipplewood Advisors, LLC | 0.03% | Add +12871.4% | 1,816 | $48K |
| Investors Research Corp | 0.01% | No change | 1,816 | $48K |
| Beacon Capital Management, LLC | 0.01% | Add +13.6% | 1,755 | $47K |
| Sound Income Strategies, LLC | 0.00% | Reduce -67.5% | 1,692 | $45K |
| Horizon Bancorp Inc. | 0.02% | New | 1,600 | $43K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -39.5% | 1,576 | $42K |
| S.A. Mason LLC | 0.02% | No change | 1,520 | $41K |
| Brooklyn Investment Group | 0.01% | New | 1,498 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -51.5% | 1,461 | $39K |
| Bogart Wealth, LLC | 0.00% | Add +64.1% | 1,411 | $38K |
| Olistico Wealth, LLC | 0.02% | Reduce -53.5% | 1,410 | $38K |
| Abound Wealth Management | 0.01% | Add +1.0% | 1,367 | $36K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,327 | $35K |
| Blue Bell Private Wealth Management, LLC | 0.01% | No change | 1,310 | $35K |
| Independence Bank of Kentucky | 0.00% | No change | 1,300 | $35K |
| First Community Trust NA | 0.03% | Reduce -14.3% | 1,200 | $32K |
| Colonial Trust Co / SC | 0.00% | No change | 1,200 | $32K |
| Bessemer Group Inc. | 0.00% | New | 1,208 | $32K |
| Mogy Joel R Investment Counsel Inc. | 0.00% | New | 1,186 | $32K |
| Salem Investment Counselors Inc. | 0.00% | Add +5.8% | 1,156 | $31K |
| Lanark Financial, Inc. | 0.00% | No change | 1,160 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -37.0% | 1,086 | $29K |
| Promus Capital, LLC | 0.02% | No change | 926 | $25K |
| Atwood & Palmer Inc. | 0.00% | New | 890 | $24K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +1206.5% | 810 | $22K |
| Transce3nd, LLC | 0.01% | Reduce -9.8% | 798 | $21K |
| Angeles Wealth Management, LLC | 0.00% | New | 764 | $20K |
| WealthShield Partners, LLC | 0.00% | Reduce -71.4% | 754 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 732 | $20K |
| Providence Capital Advisors, LLC | 0.00% | New | 725 | $19K |
| Sage Mountain Advisors LLC | 0.00% | No change | 686 | $18K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -79.9% | 652 | $17K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 646 | $17K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 617 | $16K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 514 | $14K |
| Pinney & Scofield, Inc. | 0.01% | Add +1.2% | 501 | $13K |
| Your Advocates Ltd., LLP | 0.00% | New | 496 | $13K |
| Key Financial Inc | 0.00% | No change | 470 | $13K |
| North Star Investment Management Corp. | 0.00% | New | 437 | $12K |
| SYM FINANCIAL Corp | 0.00% | Add +1303.2% | 435 | $12K |
| Tucker Asset Management LLC | 0.00% | Add +2111.1% | 398 | $11K |
| Hoey Investments, Inc. | 0.00% | New | 384 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 352 | $9K |
| Archer Investment Corp | 0.00% | Add +1.2% | 335 | $9K |
| AlphaCore Capital LLC | 0.00% | Reduce -22.6% | 328 | $9K |
| Tompkins Financial Corp. | 0.00% | Reduce -11.2% | 317 | $8K |
| Mid-American Wealth Advisory Group, Inc. | 0.00% | New | 304 | $8K |
| Avion Wealth | 0.00% | No change | 324 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 296 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | New | 280 | $7K |
| REAP Financial Group, LLC | 0.00% | Reduce -8.0% | 266 | $7K |
| Caldwell Trust Co | 0.00% | No change | 260 | $7K |
| Asset Dedication, LLC | 0.00% | Reduce -13.4% | 246 | $7K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -35.3% | 238 | $6K |
| Creekmur Asset Management LLC | 0.00% | Reduce -32.5% | 231 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 224 | $6K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 220 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 216 | $6K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -71.6% | 195 | $5K |
| Grey Ledge Advisors, LLC | 0.00% | Reduce -56.9% | 167 | $5K |
| Signaturefd, LLC | 0.00% | Add +51.8% | 173 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 164 | $4K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -0.6% | 156 | $4K |
| Keener Financial Planning LLC | 0.00% | Reduce -52.4% | 156 | $4K |
| Winthrop Capital Management, LLC | 0.00% | No change | 132 | $4K |
| Kilter Group LLC | 0.00% | New | 147 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 132 | $4K |
| BNP Paribas Financial Markets | 0.00% | No change | 132 | $4K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 129 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -72.6% | 99 | $3K |
| Kiker Wealth Management, LLC | 0.00% | Add +147.2% | 89 | $2K |
| Graney & King, LLC | 0.00% | Add +1.2% | 86 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | — | 83 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 80 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 73 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -23.7% | 71 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -80.0% | 62 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 50 | $1K |
| Total Investment Management Inc. | 0.00% | New | 46 | $1K |
| Choate Investment Advisors | 0.00% | New | 46 | $1K |
| Binnacle Investments Inc | 0.00% | New | 41 | $1K |
| NWK Group, Inc. | 0.00% | Add +2.7% | 38 | $1K |
| HighMark Wealth Management LLC | 0.00% | New | 37 | $987 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 32 | $854 |
| Northwest Capital Management Inc | 0.00% | No change | 26 | $702 |
| Financial Management Professionals, Inc. | 0.00% | No change | 24 | $640 |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 18 | $480 |
| Logan Capital Management Inc. | 0.00% | No change | 16 | $427 |
| Solstein Capital, LLC | 0.00% | New | 14 | $374 |
| Wagner Wealth Management, LLC | 0.00% | Reduce -96.4% | 13 | $354 |
| Legacy Investment Solutions, LLC | 0.00% | — | 12 | $321 |
| Legacy Wealth Managment, LLC | 0.00% | Reduce -25.0% | 12 | $321 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 12 | $320 |
| Brown Brothers Harriman & Co. | 0.00% | New | 10 | $267 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -94.9% | 4 | $106 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $53 |
| St Germain D J Co. Inc. | 0.00% | Reduce -99.8% | 1 | $32 |
| Financial Gravity Companies, Inc. | 0.00% | — | 1 | $27 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 1 | $14 |
| Simplex Trading, LLC | 0.00% | Reduce -99.4% | 1 | $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.