Schwab U.S. Tips ETFSCHPETF
13F holders, Q3 2025 (September 30)663holders
58new positions
51sold out
3famous investors
$26.95avg. 13F price*
At the end of Q3 2025, 663 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, unchanged from Q2 2025. 58 opened new positions and 51 sold out. The largest holders were Empower Advisory Group, LLC ($1.2B), Wealthfront Advisers LLC ($961.8M) and Municipal Employees' Retirement System of Michigan ($442.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $43.8M |
| Exits | 51 | $75.4M |
All 13F filers, Q2 2025 → Q3 2025: 50,753,947 shares bought and 8,141,423 shares sold, net +42,612,524 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 663 holders
| Empower Advisory Group, LLC | 3.41% | Add +6.9% | 45,603,651 | $1.2B |
| Wealthfront Advisers LLC | 2.26% | Add +11.6% | 35,688,247 | $961.8M |
| Municipal Employees' Retirement System of Michigan | 5.12% | No change | 16,401,227 | $442.0M |
| US Bancorp \de | 0.52% | Add +899.8% | 16,265,679 | $438.4M |
| JPMorgan Chase & Co. | 0.02% | Add +3.9% | 14,174,158 | $382.0M |
| Sei Investments Co. | 0.34% | Add +4.0% | 11,824,350 | $318.7M |
| Quadratic Capital Management LLC | 98.14% | Add +32.3% | 11,767,045 | $317.1M |
| Voya Investment Management LLC | 0.31% | Reduce -4.5% | 10,041,214 | $270.6M |
| Cerity Partners LLC | 0.37% | Add +7.6% | 8,355,667 | $225.2M |
| Lincoln National Corp. | 6.40% | Add +1.4% | 8,321,916 | $224.3M |
| Alliancebernstein L.P. | 0.07% | Add +1.1% | 7,918,767 | $213.4M |
| Evoke Wealth, LLC | 4.36% | Add +14.8% | 7,751,122 | $208.9M |
| CENTRAL TRUST Co | 4.12% | Add +14.1% | 7,312,983 | $197.1M |
| Jasper Ridge Partners, L.P. | 4.33% | Reduce -2.0% | 7,141,906 | $192.5M |
| Alesco Advisors, LLC, An ESL Co | 4.14% | Add +3.6% | 5,672,894 | $152.9M |
| Elm Partners Management LLC | 7.45% | Add +22.7% | 5,506,675 | $148.4M |
| Cerity Partners OCIO LLC | 7.56% | No change | 5,499,900 | $148.2M |
| UBS Group AG | 0.03% | Add +1.4% | 5,336,434 | $143.8M |
| Envestnet Asset Management Inc. | 0.04% | Add +1.5% | 4,873,497 | $131.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 5.43% | Add +29954.5% | 4,628,695 | $124.7M |
| Nepc LLC | 3.26% | Reduce -8.4% | 4,592,089 | $123.8M |
| Envestnet Portfolio Solutions, Inc. | 0.39% | Add +9813.6% | 3,918,443 | $105.6M |
| Morgan Stanley | 0.01% | Reduce -10.0% | 3,403,136 | $91.7M |
| Sensible Financial Planning & Management, LLC. | 15.12% | Add +2.2% | 3,088,558 | $83.2M |
| Ameriprise Financial Inc. | 0.02% | Add +12.3% | 2,981,355 | $80.1M |
| Bank of America Corp. | 0.01% | Add +4.4% | 2,679,487 | $72.2M |
| State Street Corp. | 0.00% | Add +1.7% | 2,644,737 | $71.3M |
| Bank of New York Mellon Corp | 0.01% | Add +9.7% | 2,396,663 | $64.6M |
| Mercer Global Advisors Inc. | 0.10% | Add +591.2% | 2,198,822 | $59.3M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +4.5% | 2,134,703 | $57.4M |
| Prime Capital Investment Advisors, LLC | 0.70% | Add +2.3% | 2,056,282 | $55.4M |
| Assetmark, Inc. | 0.12% | Add +4.5% | 2,045,996 | $55.1M |
| Lutz Financial Services LLC | 3.88% | Add +7.5% | 1,990,216 | $53.6M |
| Stephens Group Asset Management, LLC | 3.10% | Add +8.9% | 1,705,045 | $46.0M |
| LifeGuide Financial Advisors, LLC | 16.46% | Add +0.1% | 1,682,351 | $44.7M |
| Full Sail Capital, LLC | 2.45% | Reduce -5.0% | 1,646,759 | $44.4M |
| Matrix Trust Co | 6.72% | Reduce -0.9% | 1,591,801 | $42.9M |
| Integrated Wealth Concepts LLC | 0.38% | Add +10.6% | 1,589,879 | $42.8M |
| Wells Fargo & Company | 0.01% | Add +0.5% | 1,569,361 | $42.3M |
| Diversified Enterprises, LLC | 2.83% | Add +7001.5% | 1,561,546 | $42.1M |
| Willow Creek Wealth Management Inc. | 3.44% | Add +7.6% | 1,548,759 | $41.7M |
| Principal Securities, Inc. | 0.67% | Add +6.2% | 1,501,036 | $40.5M |
| Temasek Holdings (Private) Ltd | 0.13% | No change | 1,410,000 | $38.0M |
| BlueSky Wealth Advisors, LLC | 5.04% | Add +3.0% | 1,387,002 | $37.4M |
| Pure Financial Advisors, LLC | 0.59% | Add +2.9% | 1,366,373 | $36.8M |
| Financial Architects, LLC | 20.36% | Add +7.0% | 1,329,221 | $35.8M |
| LPL Financial LLC | 0.01% | Add +0.2% | 1,309,813 | $35.3M |
| Wealthcare Advisory Partners LLC | 0.72% | Add +13.0% | 1,289,930 | $34.8M |
| Kohmann Bosshard Financial Services, LLC | 3.55% | Add +2.8% | 1,280,996 | $34.6M |
| Garde Capital, Inc. | 1.59% | Add +12.3% | 1,173,047 | $31.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -33.5% | 1,124,106 | $30.3M |
| Cetera Investment Advisers | 0.03% | Add +10.7% | 1,115,448 | $30.1M |
| Advisory Alpha, LLC | 0.77% | Reduce -1.0% | 1,022,291 | $27.5M |
| Altfest L J & Co. Inc. | 3.04% | Add +2.5% | 1,009,579 | $27.2M |
| Prentice Wealth Management LLC | 6.56% | Add +6.3% | 986,929 | $26.6M |
| Joseph Group Capital Management | 7.12% | Add +1.0% | 937,092 | $25.3M |
| Marshall Financial Group Inc. | 6.84% | Add +4.0% | 923,169 | $24.9M |
| Wealthspire Advisors, LLC | 0.13% | Add +101.5% | 905,792 | $24.4M |
| Citigroup Inc. | 0.02% | Reduce -1.0% | 904,211 | $24.4M |
| Sumitomo Life Insurance Co. | 0.72% | Add +384.4% | 862,700 | $23.2M |
| Raymond James Financial Inc. | 0.01% | Add +1.4% | 851,112 | $22.9M |
| Foster & Motley Inc. | 1.24% | Add +2.2% | 850,568 | $22.9M |
| Tortoise Investment Management, LLC | 2.04% | Add +10.0% | 849,076 | $22.9M |
| Avior Wealth Management, LLC | 0.73% | Add +4.9% | 840,640 | $22.7M |
| HighTower Advisors, LLC | 0.03% | Add +2.7% | 825,704 | $22.3M |
| Fund Evaluation Group, LLC | 0.76% | No change | 775,010 | $20.9M |
| Modera Wealth Management, LLC | 0.24% | Reduce -0.5% | 761,411 | $20.5M |
| Tidal Investments LLC | 0.08% | Add +8.5% | 710,730 | $19.1M |
| Creative Planning | 0.01% | Reduce -2.4% | 652,624 | $17.6M |
| Navalign, LLC | 4.60% | Reduce -36.2% | 647,624 | $17.5M |
| Greenline Partners, LLC | 2.05% | Reduce -11.3% | 626,761 | $16.9M |
| Armstrong Advisory Group, Inc. | 1.18% | Add +6626.5% | 621,258 | $16.7M |
| Sage Financial Group Inc. | 1.13% | Add +3.5% | 617,450 | $16.6M |
| Carnegie Investment Counsel | 0.31% | Add +3.8% | 614,469 | $16.6M |
| Asset Management Group, Inc. | 2.55% | Add +0.6% | 577,874 | $15.6M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +1.1% | 572,760 | $15.4M |
| Allen Capital Group, LLC | 1.43% | Add +8.4% | 556,276 | $15.0M |
| Proffitt & Goodson Inc. | 2.07% | Add +2.6% | 535,914 | $14.4M |
| Grove Street Fiduciary, LLC | 6.82% | Reduce -1.0% | 534,900 | $14.4M |
| Savant Capital, LLC | 0.09% | Reduce -3.5% | 526,637 | $14.2M |
| Robinswood Financial LLC | 4.65% | Reduce -18.3% | 517,685 | $14.0M |
| Osaic Holdings, Inc. | 0.02% | Add +26.7% | 515,698 | $13.9M |
| West Family Investments, Inc. | 3.06% | Add +1.3% | 486,068 | $13.7M |
| FDx Advisors, Inc. | 4.08% | Add +0.7% | 505,408 | $13.6M |
| Altiora Financial Group, LLC | 2.44% | Add +0.0% | 495,074 | $13.3M |
| Carolina Wealth Advisors, LLC | 5.66% | Reduce -35.6% | 486,139 | $13.1M |
| Marotta Asset Management | 2.45% | Add +4.3% | 482,937 | $13.0M |
| ALM First Financial Advisors, LLC | 2.58% | No change | 475,034 | $12.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -18.8% | 459,609 | $12.4M |
| Prairiewood Capital, LLC | 4.05% | Add +13.1% | 453,373 | $12.2M |
| Eq Wealth Advisors, LLC | 7.97% | Add +4.6% | 449,925 | $12.1M |
| ZynergyRetirementPlanningLLC | 7.30% | Add +1.4% | 429,411 | $11.6M |
| MPS Loria Financial Planners, LLC | 2.89% | Add +3.1% | 404,126 | $10.9M |
| Westover Capital Advisors, LLC | 1.98% | Add +1.7% | 396,523 | $10.7M |
| Tradewinds Capital Management, LLC | 2.39% | New | 394,763 | $10.6M |
| Kestra Private Wealth Services, LLC | 0.14% | Reduce -0.9% | 392,736 | $10.6M |
| Renaissance Technologies | 0.01% | Add +581.2% | 391,000 | $10.5M |
| Roble, Belko & Company, Inc | 1.41% | Add +2.1% | 385,595 | $10.4M |
| Wealthcare Capital Management LLC | 1.04% | Add +5.8% | 381,408 | $10.3M |
| Silver Coast Investments LLC | 3.50% | Add +2.4% | 378,010 | $10.2M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +279.3% | 377,691 | $10.2M |
| Frontier Asset Management, LLC | 2.53% | Add +6.5% | 376,249 | $10.1M |
| Capital Analysts, LLC | 0.30% | Add +28.1% | 375,706 | $10.1M |
| Fi3 FINANCIAL ADVISORS, LLC | 3.41% | Add +11.9% | 373,753 | $10.1M |
| Rock Creek Group LLC | 1.06% | No change | 372,410 | $10.0M |
| Golden Bell Financial Planning LLC | 8.53% | Add +8.5% | 364,041 | $9.8M |
| Brightwater Advisory LLC | 6.56% | Reduce -3.2% | 354,285 | $9.5M |
| Signet Investment Advisory Group, Inc. | 4.47% | Add +5.2% | 345,313 | $9.3M |
| Transamerica Financial Advisors, LLC | 0.74% | Add +0.8% | 332,489 | $9.0M |
| Focus Financial Network, Inc. | 0.32% | Add +9.1% | 328,491 | $8.9M |
| Two West Capital Advisors LLC | 5.30% | Reduce -1.6% | 324,144 | $8.8M |
| McAdam, LLC | 0.43% | Add +6.2% | 322,930 | $8.7M |
| Procyon Advisors, LLC | 0.52% | New | 322,703 | $8.7M |
| VCI Wealth Management LLC | 2.63% | Add +5.7% | 321,960 | $8.7M |
| Peak Financial Management, Inc. | 2.29% | Reduce -8.4% | 321,186 | $8.7M |
| Bfsg, LLC | 0.84% | Add +0.1% | 319,555 | $8.6M |
| Trajan Wealth LLC | 0.37% | Add +13.2% | 314,931 | $8.5M |
| OneAscent Financial Services LLC | 0.56% | Add +99.1% | 314,344 | $8.5M |
| FC Advisory LLC | 2.46% | Add +0.8% | 312,168 | $8.4M |
| Summit Financial, LLC | 0.12% | Add +0.6% | 302,070 | $8.1M |
| Theory Financial LLC | 2.85% | Add +2.7% | 298,973 | $8.1M |
| Truist Financial Corp. | 0.01% | Add +1.1% | 297,124 | $8.0M |
| Korea Investment CORP | 0.02% | Reduce -50.0% | 296,500 | $8.0M |
| MBE Wealth Management, LLC | 3.44% | Add +1.7% | 295,052 | $8.0M |
| MML Investors Services, LLC | 0.02% | Add +3.1% | 291,499 | $7.9M |
| Harbour Investments, Inc. | 0.17% | Add +9.8% | 275,978 | $7.4M |
| Citizens Financial Group Inc. | 0.10% | Reduce -4.6% | 270,351 | $7.3M |
| Cambridge Capital Management, LLC | 3.37% | Add +8.3% | 261,068 | $7.0M |
| Signal Advisors Wealth, LLC | 0.63% | Add +424.9% | 259,256 | $7.0M |
| Wealthcare Capital Partners, LLC | 3.08% | Add +6.9% | 248,466 | $6.7M |
| Platt Investment Counsel, LLC | 5.27% | New | 248,356 | $6.7M |
| Charles Schwab Trust Co | 0.45% | Add +6.6% | 244,237 | $6.6M |
| Arvest Investments, Inc. | 0.94% | Add +32.2% | 242,620 | $6.5M |
| Aptus Capital Advisors, LLC | 0.06% | Add +14.6% | 241,178 | $6.5M |
| CreativeOne Wealth, LLC | 0.16% | Reduce -4.2% | 239,179 | $6.4M |
| Wealthedge Investment Advisors, LLC | 2.36% | Reduce -7.4% | 231,840 | $6.2M |
| Alpha Omega Wealth Management LLC | 1.03% | Add +11.4% | 228,805 | $6.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.8% | 224,382 | $6.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Reduce -0.8% | 223,966 | $6.0M |
| Valmark Advisers, Inc. | 0.08% | Add +1.6% | 222,074 | $6.0M |
| Seed Wealth Management, Inc. | 4.06% | Reduce -0.1% | 218,375 | $5.9M |
| Fortis Advisors, LLC | 3.31% | Add +14.2% | 215,283 | $5.8M |
| IRON Financial LLC | 2.75% | Reduce -4.6% | 213,324 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.8% | 210,895 | $5.7M |
| Bulwark Capital Corp | 4.33% | Add +7.4% | 206,352 | $5.6M |
| Hoxton Planning & Management, LLC | 1.76% | Add +9.1% | 203,103 | $5.5M |
| Riverpoint Wealth Management Holdings, LLC | 1.20% | Add +42.2% | 202,842 | $5.5M |
| Rebalance, LLC | 0.33% | Add +0.8% | 201,215 | $5.4M |
| Columbus Macro, LLC | 0.61% | Add +29.5% | 200,086 | $5.4M |
| FMR LLC | 0.00% | Reduce -1.0% | 197,692 | $5.3M |
| Vise Technologies, Inc. | 0.20% | Add +12.0% | 196,035 | $5.3M |
| Fifth Third Bancorp | 0.02% | Add +1.2% | 192,071 | $5.2M |
| M Wealth Management, LLC | 4.54% | Reduce -0.6% | 191,606 | $5.2M |
| Waverly Advisors, LLC | 0.05% | Reduce -2.8% | 191,297 | $5.2M |
| Grey Fox Wealth Advisors, LLC | 1.05% | Add +6.7% | 191,140 | $5.2M |
| LifePlan Investment Advisors, Inc. | 2.15% | Add +3.7% | 190,398 | $5.1M |
| Curbstone Financial Management Corp | 0.98% | No change | 189,670 | $5.1M |
| Stifel Financial Corp. | 0.00% | Reduce -34.2% | 183,803 | $5.0M |
| Private Advisor Group, LLC | 0.02% | Add +4.9% | 183,723 | $5.0M |
| Sagace Wealth Management LLC | 3.31% | Add +483.4% | 180,391 | $4.9M |
| Verde Capital Management | 1.07% | Add +9.4% | 178,625 | $4.8M |
| Kings Path Partners LLC | 1.75% | Reduce -0.8% | 176,676 | $4.8M |
| Exencial Wealth Advisors, LLC | 0.15% | Add +0.4% | 172,607 | $4.7M |
| Cambria Investment Management, L.P. | 0.28% | Reduce -0.2% | 171,690 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +13.2% | 170,685 | $4.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 168,509 | $4.5M |
| Atria Investments, Inc | 0.05% | Add +8.8% | 164,092 | $4.4M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -6.5% | 163,874 | $4.4M |
| Anderson Hoagland & Co. | 0.40% | Reduce -1.3% | 164,000 | $4.4M |
| Aviance Capital Partners, LLC | 0.52% | Add +2.4% | 163,504 | $4.4M |
| Christensen, King & Associates Investment Services, Inc. | 1.88% | Reduce -2.6% | 162,165 | $4.4M |
| Stratos Wealth Advisors, LLC | 0.21% | Add +1.6% | 160,763 | $4.3M |
| Trustmark Bank Trust Department | 0.28% | No change | 160,000 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +15.9% | 158,844 | $4.3M |
| AMG National Trust Bank | 0.10% | Add +183.3% | 158,472 | $4.3M |
| Summit Wealth Group, LLC | 1.03% | Add +1.3% | 158,278 | $4.3M |
| AQR Capital Management | 0.00% | Add +38.7% | 154,912 | $4.2M |
| Resonant Capital Advisors, LLC | 0.24% | Reduce -69.8% | 150,398 | $4.1M |
| Cloud Capital Management, LLC | 2.08% | Reduce -11.7% | 146,324 | $3.9M |
| Fifth Third Securities, Inc. | 0.27% | Add +1.9% | 145,831 | $3.9M |
| Upper Left Wealth Management, LLC | 2.46% | Add +2.7% | 145,315 | $3.9M |
| Performance Wealth Partners, LLC | 0.11% | Reduce -3.6% | 142,001 | $3.8M |
| JTC Employer Solutions Trustee Ltd | 0.33% | No change | 141,964 | $3.8M |
| Seeds Investor LLC | 0.80% | Add +8.0% | 140,047 | $3.8M |
| VanderPol Investments L.L.C. | 7.06% | Add +6.3% | 134,286 | $3.6M |
| Royal Bank of Canada | 0.00% | Reduce -3.0% | 131,828 | $3.6M |
| C M Bidwell & Associates Ltd. | 1.70% | Add +4.1% | 131,093 | $3.5M |
| Horizon Financial Services, LLC | 1.67% | Add +0.6% | 129,934 | $3.5M |
| Vestmark Advisory Solutions, Inc. | 0.07% | Reduce -54.2% | 129,895 | $3.5M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +267.3% | 128,441 | $3.5M |
| RHS Financial, LLC | 1.75% | Add +25.8% | 125,359 | $3.4M |
| Skyline Advisors, Inc. | 1.16% | Add +1.3% | 124,830 | $3.4M |
| WealthCollab, LLC | 1.54% | Add +11.9% | 123,564 | $3.3M |
| GenTrust, LLC | 0.15% | Reduce -28.3% | 122,960 | $3.3M |
| Red Tortoise LLC | 1.43% | Reduce -2.4% | 121,156 | $3.3M |
| Sanctuary Advisors, LLC | 0.02% | Add +20.8% | 120,513 | $3.2M |
| Advyzon Investment Management, LLC | 0.55% | Add +15.2% | 118,398 | $3.2M |
| Lodestar Private Asset Management LLC | 0.33% | Add +2.2% | 117,970 | $3.2M |
| Van Strum & Towne Inc. | 0.92% | Add +91.3% | 116,343 | $3.1M |
| FSA Investment Group, LLC | 1.95% | Reduce -3.7% | 116,470 | $3.1M |
| Alps Advisors Inc. | 0.02% | Reduce -0.3% | 115,890 | $3.1M |
| JMG Financial Group, Ltd. | 0.09% | Add +2.9% | 115,046 | $3.1M |
| Revisor Wealth Management LLC | 1.04% | Add +5.2% | 112,450 | $3.0M |
| Private Client Services, LLC | 1.00% | Add +74.5% | 110,372 | $3.0M |
| Summit Financial Strategies, Inc. | 0.25% | Add +0.1% | 109,797 | $3.0M |
| Decker Retirement Planning Inc. | 1.63% | Reduce -4.8% | 109,638 | $3.0M |
| K2 Financial Inc. | 2.37% | Add +5.4% | 109,200 | $3.0M |
| Phillips Financial Management, LLC | 0.19% | Add +14.1% | 109,433 | $2.9M |
| Brown Wealth Management, LLC | 0.83% | Add +13.1% | 109,094 | $2.9M |
| BCGM Wealth Management, LLC | 0.75% | Add +6.3% | 106,544 | $2.9M |
| Comerica Bank | 0.01% | Add +5.0% | 106,539 | $2.9M |
| Perigon Wealth Management, LLC | 0.06% | Add +11.1% | 106,370 | $2.9M |
| Silver Oak Securities, Incorporated | 0.21% | Reduce -15.5% | 103,807 | $2.8M |
| Cape Cod Five Cents Savings Bank | 0.26% | No change | 51,949 | $2.8M |
| Lord & Richards Wealth Management, LLC | 2.53% | Add +991.9% | 102,656 | $2.8M |
| Washington Trust Advisors, Inc. | 0.21% | Reduce -3.8% | 101,946 | $2.7M |
| Clearstead Advisors, LLC | 0.04% | Add +34125.7% | 101,308 | $2.7M |
| Flow Traders U.S. LLC | 0.11% | New | 98,710 | $2.7M |
| WASHINGTON TRUST Co | 0.09% | Reduce -1.6% | 96,314 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.13% | Add +8.3% | 95,703 | $2.6M |
| Rede Wealth, LLC | 1.96% | New | 92,749 | $2.5M |
| Eagle Bay Advisors LLC | 1.96% | Reduce -0.1% | 92,749 | $2.5M |
| Maltin Wealth Management, Inc. | 1.01% | Add +1.3% | 90,693 | $2.4M |
| Wealthspire Retirement, LLC | 0.16% | Add +25.0% | 90,205 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -27.4% | 90,070 | $2.4M |
| McLean Asset Management Corp | 0.49% | Reduce -12.5% | 89,406 | $2.4M |
| Freedom Financial Partners LLC | 0.91% | Add +6.4% | 88,136 | $2.4M |
| Merit Financial Group, LLC | 0.02% | Add +1.1% | 88,047 | $2.4M |
| 1620 Investment Advisors, Inc. | 1.61% | Reduce -1.1% | 87,964 | $2.4M |
| Csenge Advisory Group | 0.11% | Add +7.4% | 87,648 | $2.4M |
| National Bank of Canada | 0.00% | Add +0.2% | 87,426 | $2.4M |
| White Lighthouse Investment Management Inc. | 0.36% | Add +3.0% | 87,350 | $2.4M |
| Tower Research Capital LLC (TRC) | 0.06% | Reduce -48.2% | 86,430 | $2.3M |
| Patten Group, Inc. | 0.45% | Add +14.5% | 86,387 | $2.3M |
| Arcataur Capital Management LLC | 0.68% | Reduce -2.0% | 85,810 | $2.3M |
| Curran Financial Partners, LLC | 0.45% | New | 84,791 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +7.3% | 84,533 | $2.3M |
| Hengehold Capital Management LLC | 0.19% | Add +8.0% | 83,964 | $2.3M |
| Mariner, LLC | 0.00% | Add +24.5% | 83,904 | $2.3M |
| Aletheian Wealth Advisors LLC | 1.04% | Add +6.3% | 83,397 | $2.2M |
| Veridan Wealth LLC | 0.77% | — | 83,313 | $2.2M |
| Focus Partners Wealth | 0.00% | Reduce -67.5% | 83,296 | $2.2M |
| Coastal Bridge Advisors, LLC | 0.17% | Add +6.0% | 81,761 | $2.2M |
| Physician Wealth Solutions Inc. | 0.92% | No change | 78,041 | $2.1M |
| Litman Gregory Wealth Management LLC | 0.16% | Reduce -6.5% | 77,590 | $2.1M |
| Fiducient Advisors LLC | 0.24% | Add +0.1% | 76,767 | $2.1M |
| First National Corp. /Ma/ | 0.39% | Add +1.9% | 76,222 | $2.1M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +1.2% | 75,680 | $2.0M |
| Breakwater Investment Management | 0.73% | Reduce -4.7% | 73,156 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.6% | 73,022 | $2.0M |
| Accelerate Investment Advisors LLC | 1.33% | Add +6.4% | 72,557 | $2.0M |
| Abbington Investment Group | 1.65% | — | 71,513 | $1.9M |
| MIdWestOne Financial Group, Inc. | 0.23% | Add +9.2% | 71,296 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.16% | Add +1.6% | 71,218 | $1.9M |
| Arkansas Financial Group, Inc. | 0.28% | Reduce -1.2% | 70,722 | $1.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +18.1% | 70,604 | $1.9M |
| Comprehensive Money Management Services LLC | 1.34% | Add +3.3% | 70,267 | $1.9M |
| Integrated Advisors Network LLC | 0.08% | Reduce -8.1% | 70,085 | $1.9M |
| American Trust Investment Advisors, LLC | 0.97% | Reduce -16.3% | 70,070 | $1.9M |
| Valpey Financial Services, LLC | 1.23% | Add +5.3% | 69,827 | $1.9M |
| Financial Freedom, LLC | 0.93% | Reduce -12.2% | 69,397 | $1.9M |
| SageView Advisory Group, LLC | 0.06% | Add +255.8% | 68,697 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Add +6.1% | 68,313 | $1.9M |
| Passive Capital Management, LLC. | 0.60% | Add +0.7% | 68,278 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.05% | Add +18.9% | 66,533 | $1.8M |
| PFC Capital Group, Inc. | 0.75% | Add +33.5% | 66,486 | $1.8M |
| Maripau Wealth Management LLC | 0.90% | Add +224.6% | 66,233 | $1.8M |
| Veracity Capital LLC | 0.56% | Add +6.1% | 64,953 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.10% | Add +3.9% | 64,832 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +0.1% | 64,097 | $1.7M |
| Pictet Asset Management Holding SA | 0.00% | New | 63,940 | $1.7M |
| Fulton Breakefield Broenniman LLC | 0.11% | Reduce -2.9% | 63,558 | $1.7M |
| Birch Financial Group, LLC | 1.00% | Add +14.8% | 62,845 | $1.7M |
| Algorithmic Investment Models, LLC | 1.12% | Add +8.2% | 62,806 | $1.7M |
| Corrado Advisors, LLC | 0.90% | Reduce -2.9% | 62,357 | $1.7M |
| Greenspring Advisors, LLC | 0.30% | — | 61,946 | $1.7M |
| Blue Fin Capital, Inc. | 0.26% | Reduce -0.1% | 61,263 | $1.7M |
| United Advisor Group, LLC | 0.22% | Add +7.2% | 60,797 | $1.6M |
| IHT Wealth Management, LLC | 0.04% | Reduce -2.5% | 59,680 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +6.7% | 59,455 | $1.6M |
| Hutchinson Capital Management | 0.28% | Add +0.1% | 59,218 | $1.6M |
| Soltis Investment Advisors LLC | 0.11% | Add +0.4% | 59,099 | $1.6M |
| Ethos Financial Group, LLC | 0.12% | Reduce -8.9% | 57,979 | $1.6M |
| Choreo, LLC | 0.02% | Reduce 0.0% | 57,880 | $1.6M |
| Archvest Wealth Advisors, Inc. | 1.38% | Add +2.4% | 57,261 | $1.5M |
| Lederer & Associates Investment Counsel | 1.00% | Reduce -3.5% | 57,130 | $1.5M |
| Fischer Financial Services, Inc. | 0.41% | Reduce -0.1% | 57,010 | $1.5M |
| Belpointe Asset Management LLC | 0.06% | Add +30.6% | 56,940 | $1.5M |
| SigFig Wealth Management, LLC | 0.05% | Reduce -7.5% | 55,896 | $1.5M |
| Commerce Bank | 0.01% | Reduce -1.0% | 55,414 | $1.5M |
| Cushing Capital Partners, LLC | 1.17% | Add +12.2% | 55,363 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.16% | Reduce -4.7% | 55,062 | $1.5M |
| Wbi Investments, LLC | 0.38% | Reduce -4.5% | 54,749 | $1.5M |
| OneDigital Investment Advisors LLC | 0.01% | Add +7.1% | 53,118 | $1.4M |
| L.K. Benson & Company, P.C. | 0.77% | Reduce -8.2% | 52,793 | $1.4M |
| TrueWealth Advisors, LLC | 0.38% | Add +1.9% | 51,881 | $1.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.24% | Reduce -19.6% | 51,343 | $1.4M |
| High Note Wealth, LLC | 0.27% | Reduce -8.2% | 50,221 | $1.4M |
| Sherman Asset Management, Inc. | 1.16% | Reduce -0.7% | 49,980 | $1.3M |
| EverSource Wealth Advisors, LLC | 0.05% | Add +160.0% | 49,877 | $1.3M |
| Strategic Financial Planning, Inc. | 0.77% | Reduce -2.8% | 49,487 | $1.3M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -1.2% | 49,482 | $1.3M |
| Commons Capital, LLC | 0.89% | Add +6.9% | 49,413 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +11.4% | 49,165 | $1.3M |
| Northern Trust Corp. | 0.00% | Add +77.6% | 48,802 | $1.3M |
| First Heartland Consultants, Inc. | 0.10% | Add +78.0% | 47,054 | $1.3M |
| Austin Wealth Management, LLC | 0.20% | Add +0.3% | 46,135 | $1.3M |
| Cahill Financial Advisors Inc. | 0.14% | Reduce -1.6% | 46,444 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +7.6% | 45,868 | $1.2M |
| Fortis Capital Advisors, LLC | 0.20% | Add +4.8% | 45,695 | $1.2M |
| Fairview Capital Investment Management, LLC | 0.06% | Reduce -6.8% | 45,325 | $1.2M |
| SWS Partners | 0.29% | Add +7.4% | 44,657 | $1.2M |
| Creative Financial Designs Inc. | 0.08% | Add +23.1% | 44,164 | $1.2M |
| LongView Wealth Management | 0.32% | Reduce -10.4% | 43,978 | $1.2M |
| Websterrogers Financial Advisors, LLC | 0.35% | Add +3.4% | 43,733 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +85.8% | 43,702 | $1.2M |
| Factor Wealth Management LTD | 0.29% | Add +5.7% | 42,984 | $1.2M |
| Maridea Wealth Management LLC | 0.18% | Add +3.5% | 42,554 | $1.2M |
| American Financial Advisors, LLC | 0.15% | Reduce -32.2% | 42,459 | $1.1M |
| Betterment LLC | 0.00% | Add +2.6% | 42,002 | $1.1M |
| Duff & Phelps Investment Management Co. | 0.01% | No change | 41,820 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.81% | Add +2.6% | 41,802 | $1.1M |
| Horizons Wealth Management | 0.77% | Add +4.1% | 41,531 | $1.1M |
| Leeward Financial Partners, LLC | 0.32% | No change | 41,380 | $1.1M |
| Edgestream Partners, L.P. | 0.03% | Add +108.6% | 41,090 | $1.1M |
| Citizens National Bank Trust Department | 0.19% | Reduce -6.5% | 39,999 | $1.1M |
| Magnolia Capital Advisors LLC | 0.28% | Reduce -0.5% | 39,829 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.43% | Reduce -0.6% | 39,614 | $1.1M |
| Nwam LLC | 0.06% | Add +2.6% | 39,382 | $1.1M |
| LCNB Corp. | 0.37% | No change | 39,362 | $1.1M |
| Pinkerton Wealth, LLC | 0.11% | Add +1.8% | 38,649 | $1.0M |
| Nalls Sherbakoff Group, LLC | 0.70% | Add +0.5% | 38,564 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -6.0% | 38,428 | $1.0M |
| Joseph P. Lucia & Associates, LLC | 0.39% | Reduce -1.0% | 38,259 | $1.0M |
| HRT Financial LP | 0.00% | Reduce -74.6% | 38,092 | $1.0M |
| LifeGoal Investments, LLC | 0.84% | Reduce -73.3% | 37,438 | $1.0M |
| Bakala Capital LLC | 5.40% | Add +6.5% | 37,129 | $1.0M |
| Hayek Kallen Investment Management | 0.31% | Reduce -1.6% | 36,520 | $984K |
| Clear Investment Research, LLC | 1.28% | Reduce -13.3% | 35,451 | $955K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.2% | 34,990 | $943K |
| Smartleaf Asset Management LLC | 0.06% | Reduce -5.8% | 34,452 | $928K |
| Friedenthal Financial | 0.48% | Reduce -2.4% | 34,345 | $926K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.06% | Add +15.2% | 33,959 | $915K |
| Meritage Portfolio Management | 0.06% | Reduce -4.0% | 33,524 | $903K |
| Essential Partners LLC | 0.30% | Reduce -38.3% | 33,280 | $897K |
| Advisory Services Network, LLC | 0.01% | Add +2.0% | 32,948 | $888K |
| Plum Street Advisors, LLC | 0.34% | Reduce -0.8% | 32,333 | $871K |
| Viawealth, LLC | 0.47% | Add +2.5% | 32,101 | $865K |
| Arete Wealth Advisors, LLC | 0.05% | Add +22.3% | 31,415 | $845K |
| Strategic Financial Concepts, LLC | 0.12% | Add +0.0% | 31,293 | $843K |
| UMB Bank, n.a. | 0.01% | No change | 31,261 | $842K |
| First Merchants Corp. | 0.03% | Reduce -3.2% | 30,432 | $820K |
| OMNI 360 Wealth, Inc. | 0.46% | Add +2.0% | 30,393 | $819K |
| Fortis Capital Management LLC | 0.12% | Reduce -0.6% | 30,375 | $819K |
| Anchor Investment Management, LLC | 0.07% | Reduce -24.1% | 30,187 | $814K |
| Asset Allocation Strategies LLC | 0.16% | Add +7.9% | 30,066 | $810K |
| Mount Lucas Management LP | 0.36% | Add +5.0% | 29,500 | $795K |
| Walter & Keenan Wealth Management LLC /in/ | 0.22% | Add +10.7% | 28,943 | $780K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +26.0% | 28,884 | $778K |
| Myecfo, LLC | 0.35% | Reduce -14.4% | 28,838 | $777K |
| Journey Advisory Group, LLC | 0.06% | No change | 28,390 | $765K |
| Coldstream Capital Management Inc. | 0.01% | Add +30.7% | 28,042 | $756K |
| Pinnacle Bancorp, Inc. | 0.22% | Reduce -3.0% | 27,742 | $748K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -5.3% | 27,002 | $726K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -17.5% | 26,942 | $726K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Add +15.7% | 26,503 | $714K |
| Choate Investment Advisors | 0.01% | Add +57487.0% | 26,490 | $714K |
| Brand Asset Management Group, Inc. | 0.20% | New | 26,352 | $710K |
| Citadel Advisors | 0.00% | New | 26,184 | $706K |
| DMC Group, LLC | 0.47% | Reduce -1.1% | 25,402 | $685K |
| Chapman Financial Group, LLC | 0.47% | Add +19.0% | 25,176 | $678K |
| SGL Investment Advisors, Inc. | 0.28% | Add +35.6% | 25,079 | $673K |
| Sowell Financial Services LLC | 0.03% | Reduce -0.4% | 24,850 | $670K |
| Global Retirement Partners, LLC | 0.01% | Reduce -0.5% | 24,168 | $651K |
| Rinkey Investments | 0.17% | Add +1.6% | 23,836 | $642K |
| Cambridge Advisors Inc. | 0.12% | Reduce -4.0% | 23,531 | $634K |
| Center For Asset Management LLC | 0.34% | Add +73.1% | 23,514 | $634K |
| Laraway Financial Advisors Inc | 0.42% | Add +0.1% | 23,080 | $622K |
| Prossimo Advisors, LLC | 4.56% | No change | 23,000 | $620K |
| MAI Capital Management | 0.00% | Add +268.0% | 21,846 | $589K |
| Bragg Financial Advisors, Inc | 0.02% | Add +8.3% | 21,715 | $585K |
| Apella Capital, LLC | 0.01% | Add +183.5% | 21,444 | $580K |
| Shearwater Capital LLC | 0.34% | No change | 21,290 | $574K |
| Visionary Wealth Advisors | 0.03% | Add +15.5% | 21,285 | $574K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -19.1% | 21,282 | $574K |
| Cwm, LLC | 0.00% | Reduce -44.0% | 21,098 | $569K |
| Gradient Capital Advisors, LLC | 0.15% | Reduce -6.6% | 20,818 | $561K |
| IFG Advisory, LLC | 0.03% | Reduce -11.5% | 20,715 | $558K |
| Pure Portfolios Holdings LLC | 0.17% | Reduce -4.6% | 20,662 | $557K |
| Compound Planning, Inc. | 0.02% | Add +3.3% | 20,657 | $557K |
| Almanack Investment Partners, LLC. | 0.09% | Reduce -9.7% | 20,534 | $553K |
| SRH Advisors, LLC | 0.16% | Reduce -1.8% | 20,468 | $552K |
| Traub Capital Management LLC | 0.54% | Add +12.1% | 20,364 | $549K |
| Equitable Holdings, Inc. | 0.00% | Add +18.4% | 20,363 | $549K |
| Savvy Advisors, Inc. | 0.03% | Add +46.4% | 20,327 | $548K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +8.7% | 20,126 | $542K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.8% | 19,967 | $538K |
| Brookstone Capital Management | 0.01% | Add +12.2% | 19,863 | $535K |
| WealthPlan Investment Management, LLC | 0.04% | Reduce -1.5% | 19,673 | $530K |
| Maia Wealth LLC | 0.09% | New | 19,716 | $529K |
| Lion Street Advisors, LLC | 0.18% | New | 8,283 | $522K |
| ORG Partners LLC | 0.10% | Add +2.0% | 19,090 | $515K |
| WT Wealth Management | 0.15% | Add +5.5% | 18,794 | $506K |
| Oder Investment Management, LLC | 0.36% | Add +0.2% | 18,677 | $503K |
| Vista Capital Partners, Inc. | 0.05% | Add +16.1% | 18,581 | $501K |
| Rockefeller Capital Management L.P. | 0.00% | Add +77.2% | 18,572 | $501K |
| Yoder Wealth Management, Inc. | 0.23% | No change | 18,400 | $496K |
| M. Kulyk & Associates, LLC | 0.10% | Reduce -15.5% | 18,342 | $494K |
| Tran Capital Management, L.P. | 0.06% | No change | 18,283 | $493K |
| Octavia Wealth Advisors, LLC | 0.05% | Add +0.9% | 18,198 | $490K |
| Stewardship Advisors, LLC | 0.11% | Add +1.8% | 18,022 | $486K |
| Walkner Condon Financial Advisors LLC | 0.08% | Reduce -6.4% | 17,824 | $480K |
| IFP Advisors, Inc | 0.01% | Add +26.6% | 17,576 | $474K |
| Trust Point Inc. | 0.04% | Add +3.2% | 17,040 | $459K |
| Covestor Ltd | 0.25% | Add +12.3% | 17,034 | $459K |
| Fort Washington Investment Advisors Inc. | 0.00% | New | 16,805 | $453K |
| Sigma Planning Corp | 0.01% | Reduce -2.4% | 16,766 | $452K |
| Latitude Advisors, LLC | 0.21% | Reduce -2.9% | 16,742 | $451K |
| Prudent Man Advisors, LLC | 0.17% | Add +20.2% | 16,641 | $448K |
| Summit Global Investments | 0.03% | Reduce -0.5% | 16,496 | $445K |
| Topel & Distasi Wealth Management, LLC | 0.22% | No change | 16,466 | $444K |
| Corient Private Wealth LP | 0.00% | Reduce -15.6% | 16,354 | $441K |
| Murphy & Mullick Capital Management Corp | 0.33% | Reduce -7.7% | 16,256 | $438K |
| Ellenbecker Investment Group | 0.06% | Reduce -6.8% | 16,233 | $437K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 16,190 | $436K |
| Coastwise Capital Group, LLC | 0.30% | Add +7.9% | 15,986 | $431K |
| Old Mission Capital LLC | 0.02% | New | 15,769 | $425K |
| GC Wealth Management RIA, LLC | 0.01% | No change | 15,718 | $424K |
| Mengis Capital Management, Inc. | 0.08% | Reduce -3.5% | 15,452 | $416K |
| Allworth Financial LP | 0.00% | Add +6.0% | 15,428 | $416K |
| Mgo One Seven LLC | 0.01% | New | 15,182 | $409K |
| Curio Wealth, LLC | 0.17% | Reduce -4.8% | 15,030 | $405K |
| Calton & Associates, Inc. | 0.06% | New | 14,901 | $402K |
| Nations Financial Group Inc, /Ia/ | 0.03% | New | 14,900 | $402K |
| Koshinski Asset Management, Inc. | 0.03% | Add +3.9% | 14,888 | $401K |
| Barrett & Company, Inc. | 0.14% | No change | 14,702 | $396K |
| Independent Advisor Alliance | 0.01% | New | 14,531 | $392K |
| Brighton Jones LLC | 0.01% | Reduce -22.1% | 14,312 | $386K |
| Kondo Wealth Advisors, Inc. | 0.16% | Reduce -7.6% | 14,298 | $385K |
| Zhang Financial LLC | 0.02% | Reduce -5.5% | 14,024 | $378K |
| Liberty Capital Management, Inc. | 0.07% | No change | 14,003 | $377K |
| CoreCap Advisors, LLC | 0.01% | Reduce -24.2% | 13,858 | $373K |
| Guardian Financial Partners, LLC | 0.16% | Reduce -1.9% | 13,842 | $373K |
| &partners | 0.00% | Add +20.1% | 13,837 | $373K |
| Accredited Wealth Management, LLC | 0.28% | Reduce -64.7% | 4,910 | $371K |
| Apollon Wealth Management, LLC | 0.01% | No change | 13,475 | $363K |
| Lynx Investment Advisory | 0.22% | Add +4.1% | 13,436 | $362K |
| TD Private Client Wealth LLC | 0.01% | Add +37.4% | 13,175 | $355K |
| Benjamin Edwards Inc. | 0.00% | Add +0.6% | 13,159 | $355K |
| Strategic Blueprint, LLC | 0.02% | Reduce -11.0% | 12,939 | $349K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.9% | 12,789 | $345K |
| WFA of San Diego, LLC | 0.23% | Add +1.2% | 12,690 | $342K |
| WJ Financial Advisors LLC | 0.33% | — | 12,605 | $340K |
| Rakuten Investment Management, Inc. | 0.00% | — | 12,488 | $336K |
| Chesapeake Asset Management LLC | 0.30% | Add +42.1% | 12,414 | $335K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.3% | 12,347 | $333K |
| Farrell Financial LLC | 0.21% | New | 12,177 | $328K |
| Global Assets Advisory, LLC | 0.10% | No change | 12,130 | $327K |
| Schiavi & Co LLC | 0.11% | Add +0.3% | 12,048 | $325K |
| Fruth Investment Management | 0.09% | Reduce -17.2% | 12,000 | $323K |
| NBT Bank, N.A. | 0.02% | Add +27.9% | 11,881 | $320K |
| Canandaigua National Bank & Trust Co. | 0.03% | Reduce -0.8% | 11,844 | $319K |
| Petra Financial Advisors Inc. | 0.19% | Add +2.9% | 11,842 | $319K |
| CWC Advisors, LLC. | 0.15% | No change | 11,653 | $314K |
| Main Street Financial Solutions, LLC | 0.02% | Add +1.1% | 11,521 | $310K |
| Bank of Montreal | 0.00% | Add +531.6% | 11,488 | $310K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -7.9% | 11,299 | $305K |
| IVC Wealth Advisors LLC | 0.13% | New | 11,053 | $298K |
| Mission Wealth Management, LP | 0.01% | New | 11,047 | $298K |
| North Forty Two & Co. | 0.29% | No change | 10,982 | $296K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -16.8% | 10,845 | $292K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -4.3% | 10,788 | $291K |
| Rothschild Wealth LLC | 0.06% | Add +0.8% | 10,695 | $288K |
| Hardin Capital Partners, LLC | 0.15% | Add +5.8% | 10,667 | $287K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.5% | 10,472 | $282K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 10,429 | $281K |
| Avant Financial Advisors LLC | 0.21% | Add +0.9% | 10,386 | $280K |
| Cornerstone Advisors Asset Management, LLC | 0.05% | Add +1.1% | 10,184 | $274K |
| Inman Jager Wealth Management, LLC | 0.17% | Add +1.3% | 10,053 | $271K |
| Parkside Financial Bank & Trust | 0.02% | No change | 10,004 | $270K |
| VPR Management LLC | 0.12% | No change | 10,000 | $270K |
| Blume Capital Management, Inc. | 0.05% | No change | 10,000 | $270K |
| Tilia Fiduciary Partners, Inc. | 0.16% | Reduce -17.5% | 9,998 | $269K |
| Clearview Wealth Advisors LLC | 0.17% | Reduce -4.0% | 9,981 | $269K |
| SVB Wealth LLC | 0.01% | Reduce -21.1% | 9,961 | $268K |
| Carter Financial Group, INC. | 0.16% | Reduce -29.5% | 9,873 | $266K |
| Spire Wealth Management | 0.01% | Reduce -1.1% | 9,794 | $264K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +4336.8% | 9,761 | $263K |
| Park Avenue Securities LLC | 0.00% | Add +17.2% | 9,704 | $262K |
| International Private Wealth Advisors LLC | 0.16% | Add +25.9% | 9,699 | $261K |
| Worth Asset Management, LLC | 0.12% | Add +3.6% | 9,696 | $261K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -3.6% | 9,694 | $261K |
| Atlas Wealth Partners, LLC | 0.26% | Reduce -16.2% | 9,555 | $258K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +4.6% | 9,541 | $257K |
| Powell Investment Advisors, LLC | 0.09% | New | 9,539 | $257K |
| Virtue Capital Management, LLC | 0.04% | Reduce -98.4% | 2,551 | $257K |
| Root Financial Partners, LLC | 0.02% | New | 9,498 | $256K |
| Richardson Financial Services Inc. | 0.16% | Add +0.7% | 9,496 | $256K |
| Verdence Capital Advisors LLC | 0.01% | New | 9,318 | $252K |
| Larson Financial Group LLC | 0.01% | Reduce -18.0% | 9,299 | $251K |
| Parallel Advisors, LLC | 0.00% | Add +65.8% | 9,285 | $250K |
| Alhambra Investment Management LLC | 0.12% | No change | 9,282 | $250K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.7% | 9,009 | $243K |
| Geometric Wealth Advisors | 0.03% | New | 8,993 | $242K |
| Inlight Wealth Management, LLC | 0.11% | Add +12.7% | 8,992 | $242K |
| Tempus Wealth Planning, LLC | 0.06% | Reduce -0.2% | 8,901 | $240K |
| Sound Stewardship, LLC | 0.11% | Reduce -4.6% | 8,849 | $238K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -6.9% | 8,831 | $238K |
| GeoWealth Management, LLC | 0.01% | Add +11.7% | 8,830 | $238K |
| Goodwin Investment Advisory | 0.25% | New | 8,803 | $237K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.04% | Add +11.4% | 8,761 | $236K |
| Wedmont Private Capital | 0.01% | New | 8,736 | $235K |
| Accurate Wealth Management, LLC | 0.03% | New | 8,683 | $235K |
| Madden Advisory Services, Inc. | 0.10% | Reduce -4.0% | 8,630 | $233K |
| Evanson Asset Management, LLC | 0.01% | New | 8,613 | $232K |
| McDonald Partners LLC | 0.07% | New | 8,393 | $226K |
| Wealth Management Resources, Inc. | 0.07% | Reduce -15.9% | 8,347 | $225K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -26.3% | 8,256 | $222K |
| Brooklyn FI, LLC | 0.05% | No change | 8,192 | $221K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -6.0% | 8,177 | $220K |
| Berger Financial Group, Inc | 0.01% | No change | 8,061 | $217K |
| Moneco Advisors, LLC | 0.02% | Add +1.2% | 8,017 | $216K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +2.6% | 7,884 | $212K |
| True Vision MN LLC | 0.11% | Reduce -1.7% | 7,836 | $211K |
| United Capital Financial Advisors, LLC | 0.00% | Add +0.7% | 7,801 | $210K |
| Greenfield Seitz Capital Management, LLC | 0.07% | Reduce -30.4% | 7,800 | $210K |
| Pinnacle Wealth Management Group, Inc. | 0.11% | No change | 7,700 | $208K |
| HCR Wealth Advisors | 0.02% | Reduce -9.2% | 7,649 | $206K |
| Franklin Resources Inc. | 0.00% | Add +1.1% | 7,531 | $203K |
| Cannell & Spears LLC | 0.00% | New | 7,446 | $201K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -2.1% | 7,125 | $192K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | Add +1.1% | 6,716 | $181K |
| Ancora Advisors LLC | 0.00% | Add +18.5% | 6,400 | $172K |
| Ballast Advisors LLC | 0.05% | Add +2.7% | 6,319 | $170K |
| WPG Advisers, LLC | 0.12% | Add +3.5% | 5,963 | $161K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -55.9% | 5,447 | $147K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 5,398 | $145K |
| Blair William & Co. | 0.00% | Reduce -23.2% | 5,267 | $142K |
| GPS Wealth Strategies Group, LLC | 0.01% | Reduce -8.9% | 5,231 | $141K |
| Rossby Financial, LCC | 0.04% | Add +31.8% | 5,017 | $135K |
| Smithfield Trust Co | 0.01% | No change | 4,468 | $121K |
| Private Trust Co. NA | 0.01% | Add +3.8% | 4,373 | $118K |
| Birchbrook, Inc. | 0.06% | Reduce -12.4% | 4,222 | $114K |
| Fairscale Capital, LLC | 0.07% | No change | 4,000 | $108K |
| Caitlin John, LLC | 0.07% | New | 3,522 | $95K |
| Raleigh Capital Management Inc. | 0.04% | Add +11.3% | 3,454 | $93K |
| Seneschal Advisors, LLC | 0.06% | New | 3,113 | $84K |
| Blue Trust, Inc. | 0.00% | Add +54.5% | 3,105 | $84K |
| Key Financial Inc | 0.01% | Add +523.8% | 2,932 | $79K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,792 | $75K |
| Cordant, Inc. | 0.03% | Add +0.1% | 2,703 | $73K |
| Pacifica Partners Inc. | 0.03% | No change | 2,665 | $72K |
| Whittier Trust Co. | 0.00% | No change | 2,572 | $69K |
| Front Row Advisors LLC | 0.02% | No change | 2,512 | $68K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.0% | 2,405 | $65K |
| Cape Investment Advisory, Inc. | 0.06% | Add +21.2% | 2,356 | $63K |
| Howe & Rusling Inc. | 0.00% | Reduce -33.6% | 2,217 | $60K |
| Trust Co. of Toledo NA | 0.01% | No change | 2,200 | $59K |
| S&T Bank | 0.02% | No change | 2,113 | $57K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +7.7% | 2,090 | $56K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 2,072 | $56K |
| Pflug Koory, LLC | 0.02% | Add +0.3% | 1,946 | $52K |
| Thompson Investment Management, Inc. | 0.01% | New | 1,887 | $51K |
| LGT Financial Advisors LLC | 0.11% | Add +0.0% | 1,828 | $49K |
| Investors Research Corp | 0.01% | No change | 1,816 | $49K |
| Toth Financial Advisory Corp. | 0.00% | No change | 1,576 | $42K |
| AlphaCore Capital LLC | 0.00% | Add +375.9% | 1,561 | $42K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +35.3% | 1,469 | $40K |
| Abound Wealth Management | 0.01% | Add +0.8% | 1,378 | $37K |
| Salem Investment Counselors Inc. | 0.00% | Add +13.6% | 1,313 | $35K |
| Independence Bank of Kentucky | 0.00% | No change | 1,300 | $35K |
| First Community Trust NA | 0.03% | No change | 1,200 | $32K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +83.9% | 1,199 | $32K |
| Lanark Financial, Inc. | 0.00% | No change | 1,160 | $31K |
| Financial Consulate, Inc. | 0.00% | New | 1,062 | $29K |
| Midwest Capital Advisors, LLC | 0.01% | Reduce -46.5% | 1,051 | $28K |
| Colonial Trust Co / SC | 0.00% | Reduce -16.7% | 1,000 | $27K |
| Founders Financial Alliance, LLC | 0.00% | Add +392.8% | 961 | $26K |
| Bogart Wealth, LLC | 0.00% | Reduce -32.5% | 952 | $26K |
| Promus Capital, LLC | 0.02% | No change | 926 | $25K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -47.0% | 775 | $21K |
| WealthShield Partners, LLC | 0.00% | No change | 754 | $20K |
| Delta Asset Management LLC | 0.00% | No change | 732 | $20K |
| Providence Capital Advisors, LLC | 0.00% | Reduce -3.0% | 703 | $19K |
| Sage Mountain Advisors LLC | 0.00% | No change | 686 | $18K |
| Principia Wealth Advisory, LLC | 0.01% | New | 678 | $18K |
| Private Wealth Asset Management, LLC | 0.00% | Add +66600.0% | 667 | $18K |
| FAS Wealth Partners, Inc. | 0.00% | New | 625 | $17K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -77.2% | 524 | $14K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 514 | $14K |
| Pinney & Scofield, Inc. | 0.01% | Add +1.0% | 506 | $14K |
| Your Advocates Ltd., LLP | 0.00% | No change | 496 | $13K |
| Atlantic Union Bankshares Corp | 0.00% | Add +71.8% | 481 | $13K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -31.9% | 440 | $12K |
| North Star Investment Management Corp. | 0.00% | No change | 437 | $12K |
| Grey Ledge Advisors, LLC | 0.00% | Add +140.1% | 401 | $11K |
| Qube Research & Technologies Ltd | 0.00% | New | 392 | $11K |
| PFS Partners, LLC | 0.00% | New | 384 | $10K |
| Hoey Investments, Inc. | 0.00% | No change | 384 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +12.1% | 111 | $10K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 352 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 346 | $9K |
| Archer Investment Corp | 0.00% | Add +0.9% | 338 | $9K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +156.6% | 331 | $9K |
| Sound Income Strategies, LLC | 0.00% | Reduce -81.2% | 318 | $9K |
| Pinnacle Holdings, LLC | 0.00% | New | 308 | $8K |
| Avion Wealth | 0.00% | No change | 324 | $8K |
| Tompkins Financial Corp. | 0.00% | Reduce -8.8% | 289 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -99.7% | 286 | $8K |
| Guerra Advisors Inc | 0.00% | New | 282 | $8K |
| Caldwell Trust Co | 0.00% | No change | 260 | $7K |
| REAP Financial Group, LLC | 0.00% | Reduce -8.7% | 243 | $7K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +52.6% | 238 | $6K |
| Steigerwald, Gordon & Koch Inc. | 0.00% | New | 226 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 224 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 216 | $6K |
| Mather Group, Llc. | 0.00% | New | 216 | $6K |
| Davis Capital Management | 0.00% | — | 199 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -86.6% | 178 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -22.7% | 184 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | Reduce -86.1% | 182 | $5K |
| Kilter Group LLC | 0.00% | Add +11.6% | 164 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 164 | $4K |
| Keener Financial Planning LLC | 0.00% | No change | 156 | $4K |
| Winthrop Capital Management, LLC | 0.00% | No change | 132 | $4K |
| KERR FINANCIAL PLANNING Corp | 0.01% | — | 140 | $4K |
| Palisade Asset Management, LLC | 0.00% | New | 138 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 132 | $4K |
| BNP Paribas Financial Markets | 0.00% | No change | 132 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -46.2% | 93 | $2K |
| Kiker Wealth Management, LLC | 0.00% | No change | 89 | $2K |
| Graney & King, LLC | 0.00% | Add +1.2% | 87 | $2K |
| Rossmore Private Capital | 0.00% | New | 86 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 73 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | New | 69 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Reduce -15.0% | 68 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Add +272.2% | 67 | $2K |
| Lowe Wealth Advisors, LLC | 0.00% | New | 66 | $2K |
| First Horizon Corp. | 0.00% | — | 62 | $2K |
| MCF Advisors LLC | 0.00% | New | 56 | $2K |
| Ashton Thomas Securities, LLC | 0.00% | No change | 50 | $1K |
| Trust Co. of Vermont | 0.00% | Reduce -98.8% | 48 | $1K |
| Bear Mountain Capital, Inc. | 0.00% | New | 42 | $1K |
| Princeton Global Asset Management LLC | 0.00% | New | 42 | $1K |
| Binnacle Investments Inc | 0.00% | No change | 41 | $1K |
| HighMark Wealth Management LLC | 0.00% | No change | 37 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 60 | $1K |
| Evolution Wealth Management Inc. | 0.00% | New | 34 | $916 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 32 | $862 |
| New Millennium Group LLC | 0.00% | New | 29 | $782 |
| Financial Management Professionals, Inc. | 0.00% | No change | 24 | $647 |
| Golden State Wealth Management, LLC | 0.00% | New | 19 | $514 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -97.8% | 18 | $493 |
| Logan Capital Management Inc. | 0.00% | No change | 16 | $431 |
| Solstein Capital, LLC | 0.00% | No change | 14 | $377 |
| Wagner Wealth Management, LLC | 0.00% | No change | 13 | $362 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 12 | $324 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 12 | $323 |
| Abich Financial Wealth Management LLC | 0.00% | — | 12 | $323 |
| Crews Bank & Trust | 0.00% | New | 10 | $270 |
| Compass Financial Services Inc | 0.00% | New | 7 | $189 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4 | $107 |
| Morling Financial Advisors, LLC | 0.00% | New | 1 | $23 |
"% 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.