Schwab U.S. Tips ETFSCHPETF
13F holders, Q4 2025 (December 31)716holders +53
63new positions
47sold out
2famous investors
$26.50avg. 13F price*
At the end of Q4 2025, 716 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 53 from Q3 2025. 63 opened new positions and 47 sold out. The largest holders were Empower Advisory Group, LLC ($1.3B), Wealthfront Advisers LLC ($914.8M) and Municipal Employees' Retirement System of Michigan ($403.9M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $137.0M |
| Exits | 47 | $80.3M |
All 13F filers, Q3 2025 → Q4 2025: 47,295,201 shares bought and 43,504,691 shares sold, net +3,790,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 716 holders
| Empower Advisory Group, LLC | 3.55% | Add +8.9% | 49,666,971 | $1.3B |
| Wealthfront Advisers LLC | 2.04% | Reduce -3.2% | 34,533,133 | $914.8M |
| Municipal Employees' Retirement System of Michigan | 4.57% | Reduce -7.0% | 15,248,383 | $403.9M |
| Bank of America Corp. | 0.03% | Add +452.4% | 14,800,218 | $392.1M |
| Quadratic Capital Management LLC | 98.19% | Add +23.2% | 14,499,201 | $384.1M |
| Sei Investments Co. | 0.32% | Add +4.1% | 12,308,877 | $326.1M |
| Voya Investment Management LLC | 0.28% | Reduce -6.8% | 9,361,963 | $248.0M |
| Cerity Partners LLC | 0.36% | Add +11.2% | 9,291,730 | $246.1M |
| Evoke Wealth, LLC | 4.60% | Add +16.5% | 9,032,516 | $239.3M |
| Alliancebernstein L.P. | 0.07% | Add +8.1% | 8,561,562 | $226.8M |
| CENTRAL TRUST Co | 3.96% | Add +4.4% | 7,633,537 | $202.2M |
| Nepc LLC | 4.27% | Add +64.9% | 7,572,111 | $200.6M |
| Elm Partners Management LLC | 8.50% | Add +28.4% | 7,072,390 | $187.3M |
| US Bancorp \de | 0.20% | Reduce -60.6% | 6,404,227 | $169.6M |
| Alesco Advisors, LLC, An ESL Co | 4.08% | Add +5.0% | 5,956,374 | $157.8M |
| Jasper Ridge Partners, L.P. | 3.46% | Reduce -17.4% | 5,901,490 | $156.3M |
| Adventist Health System Sunbelt Healthcare Corp. | 4.56% | Add +24.9% | 5,778,695 | $153.1M |
| UBS Group AG | 0.03% | Add +2.0% | 5,441,011 | $144.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +3.1% | 5,026,549 | $133.2M |
| Cerity Partners OCIO LLC | 6.49% | Reduce -19.5% | 4,428,562 | $117.3M |
| Morgan Stanley | 0.01% | Add +5.7% | 3,596,264 | $95.3M |
| Beacon Pointe Advisors, LLC | 0.66% | Add +839.0% | 3,546,615 | $93.9M |
| Ameriprise Financial Inc. | 0.02% | Add +7.3% | 3,197,413 | $84.7M |
| Lincoln National Corp. | 2.46% | Reduce -61.8% | 3,181,767 | $84.3M |
| State Street Corp. | 0.00% | Add +2.1% | 2,700,437 | $71.5M |
| Wealth Enhancement Advisory Services, LLC | 0.09% | Add +20.5% | 2,572,462 | $68.2M |
| Creative Planning | 0.05% | Add +285.7% | 2,517,061 | $66.7M |
| Lutz Financial Services LLC | 3.98% | Add +10.9% | 2,206,735 | $58.5M |
| Prime Capital Investment Advisors, LLC | 0.69% | Add +4.1% | 2,141,039 | $56.7M |
| Assetmark, Inc. | 0.10% | Reduce -5.6% | 1,932,003 | $51.2M |
| Wells Fargo & Company | 0.01% | Add +22.3% | 1,919,482 | $50.8M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -15.4% | 1,860,710 | $49.3M |
| LifeGuide Financial Advisors, LLC | 16.14% | Add +9.2% | 1,837,308 | $48.7M |
| Bank of New York Mellon Corp | 0.01% | Reduce -25.0% | 1,796,957 | $47.6M |
| Arax Advisory Partners | 1.33% | New | 1,722,746 | $45.6M |
| Stephens Group Asset Management, LLC | 3.04% | Add +0.7% | 1,717,278 | $45.5M |
| Diversified Enterprises, LLC | 2.61% | Add +6.0% | 1,655,942 | $43.9M |
| Principal Securities, Inc. | 0.65% | Add +5.4% | 1,582,458 | $41.9M |
| Russell Investments Group, Ltd. | 0.04% | New | 1,528,182 | $40.5M |
| BlueSky Wealth Advisors, LLC | 5.24% | Add +8.1% | 1,499,610 | $39.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -89.4% | 1,497,654 | $39.7M |
| Matrix Trust Co | 6.47% | Reduce -7.0% | 1,479,684 | $39.2M |
| Integrated Wealth Concepts LLC | 0.45% | Reduce -9.3% | 1,441,764 | $38.2M |
| Financial Architects, LLC | 20.44% | Add +7.9% | 1,434,570 | $38.0M |
| Wealthcare Advisory Partners LLC | 0.74% | Add +10.3% | 1,422,321 | $37.7M |
| LPL Financial LLC | 0.01% | Add +8.6% | 1,422,292 | $37.7M |
| Pure Financial Advisors, LLC | 0.56% | Add +4.0% | 1,420,298 | $37.6M |
| Temasek Holdings (Private) Ltd | 0.12% | No change | 1,410,000 | $37.4M |
| Kohmann Bosshard Financial Services, LLC | 3.29% | Add +6.4% | 1,362,638 | $36.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +13.8% | 1,278,914 | $33.9M |
| Sumitomo Life Insurance Co. | 0.91% | Add +44.9% | 1,250,000 | $33.1M |
| Cetera Investment Advisers | 0.03% | Add +2.9% | 1,148,207 | $30.4M |
| Prentice Wealth Management LLC | 6.75% | Add +13.0% | 1,115,313 | $29.5M |
| FMR LLC | 0.00% | Add +439.5% | 1,066,501 | $28.3M |
| Advisory Alpha, LLC | 0.75% | Add +1.9% | 1,041,339 | $27.6M |
| Altfest L J & Co. Inc. | 3.01% | Add +2.8% | 1,037,771 | $27.5M |
| Joseph Group Capital Management | 6.94% | Add +6.5% | 997,851 | $26.4M |
| HighTower Advisors, LLC | 0.03% | Add +20.0% | 991,064 | $26.3M |
| Avior Wealth Management, LLC | 0.75% | Add +8.8% | 914,332 | $24.2M |
| Citigroup Inc. | 0.02% | Add +0.4% | 907,498 | $24.0M |
| Foster & Motley Inc. | 1.28% | Add +6.2% | 903,600 | $23.9M |
| Tortoise Investment Management, LLC | 2.08% | Add +5.4% | 895,124 | $23.7M |
| Raymond James Financial Inc. | 0.01% | Add +4.0% | 885,259 | $23.5M |
| Seneca Financial Advisors LLC | 6.63% | New | 822,982 | $21.8M |
| Modera Wealth Management, LLC | 0.23% | Reduce -1.4% | 750,864 | $19.9M |
| Fund Evaluation Group, LLC | 0.66% | Reduce -3.5% | 748,000 | $19.8M |
| Navalign, LLC | 4.29% | Add +1.9% | 660,030 | $17.5M |
| Armstrong Advisory Group, Inc. | 1.14% | Add +2.7% | 637,886 | $16.9M |
| Carnegie Investment Counsel | 0.31% | Add +2.9% | 632,275 | $16.6M |
| Tandemgrowth Financial Advisors LLC | 14.31% | — | 618,967 | $16.4M |
| Sage Financial Group Inc. | 1.08% | Add +0.2% | 618,792 | $16.4M |
| Greenline Partners, LLC | 1.78% | Reduce -6.3% | 587,378 | $15.6M |
| Allen Capital Group, LLC | 1.42% | Add +4.8% | 582,869 | $15.4M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +1.5% | 581,103 | $15.4M |
| Tidal Investments LLC | 0.06% | Reduce -19.5% | 572,360 | $15.2M |
| Asset Management Group, Inc. | 2.44% | Reduce -1.3% | 570,490 | $15.1M |
| West Family Investments, Inc. | 3.53% | Add +11.3% | 540,734 | $15.1M |
| Proffitt & Goodson Inc. | 2.06% | Add +4.0% | 557,485 | $14.8M |
| Grove Street Fiduciary, LLC | 5.91% | Reduce -0.2% | 533,999 | $14.1M |
| FDx Advisors, Inc. | 7.02% | Add +2.8% | 519,684 | $13.8M |
| Altiora Financial Group, LLC | 2.32% | Add +2.4% | 507,169 | $13.4M |
| Marotta Asset Management | 2.48% | Add +4.9% | 506,536 | $13.4M |
| Savant Capital, LLC | 0.08% | Reduce -4.7% | 501,778 | $13.3M |
| Principal Financial Group Inc. | 0.01% | Add +8.0% | 496,317 | $13.1M |
| Prairiewood Capital, LLC | 4.07% | Add +9.2% | 495,047 | $13.1M |
| Robinswood Financial LLC | 4.17% | Reduce -4.8% | 492,559 | $13.0M |
| Carolina Wealth Advisors, LLC | 5.67% | Reduce -1.3% | 479,844 | $12.7M |
| ALM First Financial Advisors, LLC | 2.49% | No change | 475,034 | $12.6M |
| Wealthspire Advisors, LLC | 0.10% | Reduce -48.5% | 466,159 | $12.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -15.9% | 433,840 | $11.5M |
| Eq Wealth Advisors, LLC | 6.65% | Reduce -5.5% | 425,280 | $11.3M |
| ZynergyRetirementPlanningLLC | 6.94% | Reduce -1.2% | 424,093 | $11.2M |
| MPS Loria Financial Planners, LLC | 2.86% | Add +4.0% | 420,379 | $11.1M |
| Rock Creek Group LLC | 1.21% | Add +9.3% | 406,932 | $10.8M |
| Capital Analysts, LLC | 0.30% | Add +8.0% | 405,814 | $10.8M |
| Kestra Private Wealth Services, LLC | 0.13% | Add +2.9% | 403,937 | $10.7M |
| Silver Coast Investments LLC | 3.61% | Add +4.7% | 395,632 | $10.5M |
| Wealthcare Capital Management LLC | 1.04% | Add +3.7% | 395,603 | $10.5M |
| Roble, Belko & Company, Inc | 1.37% | Add +2.3% | 394,537 | $10.5M |
| Westover Capital Advisors, LLC | 1.89% | Reduce -1.3% | 391,483 | $10.4M |
| Golden Bell Financial Planning LLC | 8.36% | Add +4.2% | 379,164 | $10.0M |
| Frontier Asset Management, LLC | 2.32% | Add +0.3% | 377,324 | $10.0M |
| Fi3 FINANCIAL ADVISORS, LLC | 3.03% | Add +0.0% | 373,784 | $9.9M |
| Trajan Wealth LLC | 0.41% | Add +16.6% | 367,081 | $9.7M |
| Brightwater Advisory LLC | 6.55% | Add +3.3% | 366,094 | $9.7M |
| McAdam, LLC | 0.43% | Add +10.4% | 356,388 | $9.4M |
| VCI Wealth Management LLC | 2.59% | Add +9.3% | 352,023 | $9.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +114.5% | 351,462 | $9.3M |
| MML Investors Services, LLC | 0.02% | Add +19.1% | 347,037 | $9.2M |
| Amicus Financial Advisors, LLC | 2.53% | — | 342,456 | $9.1M |
| Two West Capital Advisors LLC | 5.23% | Add +4.7% | 339,428 | $9.0M |
| Peak Financial Management, Inc. | 2.27% | Add +3.3% | 331,824 | $8.8M |
| Focus Financial Network, Inc. | 0.30% | Reduce -1.2% | 324,537 | $8.6M |
| FC Advisory LLC | 2.46% | Add +3.5% | 323,255 | $8.6M |
| Bfsg, LLC | 0.83% | Add +0.3% | 320,357 | $8.5M |
| Procyon Advisors, LLC | 0.42% | Reduce -1.7% | 317,307 | $8.4M |
| Summit Financial, LLC | 0.12% | Add +3.9% | 313,878 | $8.3M |
| MBE Wealth Management, LLC | 3.43% | Add +5.0% | 309,661 | $8.2M |
| Truist Financial Corp. | 0.01% | Add +2.8% | 305,293 | $8.1M |
| Signet Investment Advisory Group, Inc. | 3.72% | Reduce -12.6% | 301,901 | $8.0M |
| Transamerica Financial Advisors, LLC | 0.66% | Reduce -9.8% | 299,799 | $7.9M |
| Harbour Investments, Inc. | 0.16% | Add +6.6% | 294,184 | $7.8M |
| Signal Advisors Wealth, LLC | 0.61% | Add +12.1% | 290,611 | $7.7M |
| Aptus Capital Advisors, LLC | 0.06% | Add +18.5% | 285,855 | $7.6M |
| Cambridge Capital Management, LLC | 3.34% | Add +7.6% | 280,822 | $7.4M |
| Kastel Capital Advisors, LLC | 4.49% | — | 276,404 | $7.3M |
| Citizens Financial Group Inc. | 0.10% | Add +0.1% | 270,700 | $7.2M |
| Wealthedge Investment Advisors, LLC | 2.62% | Add +15.1% | 266,933 | $7.1M |
| Flow Traders U.S. LLC | 0.23% | Add +170.4% | 266,921 | $7.1M |
| OneAscent Financial Services LLC | 0.62% | Reduce -19.0% | 254,591 | $6.7M |
| Dorato Capital Management | 5.03% | — | 251,870 | $6.7M |
| Wealthcare Capital Partners, LLC | 3.13% | Add +1.5% | 252,178 | $6.7M |
| Charles Schwab Trust Co | 0.44% | Add +3.1% | 251,934 | $6.7M |
| Focus Partners Wealth | 0.01% | Add +199.6% | 249,529 | $6.6M |
| Bulwark Capital Corp | 4.69% | Add +20.7% | 249,151 | $6.6M |
| Arvest Investments, Inc. | 0.90% | Reduce -0.1% | 242,293 | $6.4M |
| Riverpoint Wealth Management Holdings, LLC | 1.37% | Add +19.0% | 241,406 | $6.4M |
| Van Strum & Towne Inc. | 1.72% | Add +99.7% | 232,347 | $6.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +8.9% | 229,719 | $6.1M |
| Theory Financial LLC | 2.04% | Reduce -23.8% | 227,768 | $6.1M |
| Evolve Private Wealth, LLC | 0.36% | — | 228,456 | $6.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +0.9% | 226,331 | $6.0M |
| Alpha Omega Wealth Management LLC | 0.99% | Reduce -1.2% | 226,010 | $6.0M |
| Capital Insight Partners, LLC | 1.26% | New | 225,583 | $6.0M |
| Vise Technologies, Inc. | 0.12% | Add +14.2% | 223,779 | $5.9M |
| Valmark Advisers, Inc. | 0.07% | Add +0.4% | 223,043 | $5.9M |
| Greenspring Advisors, LLC | 0.36% | Add +257.9% | 221,688 | $5.9M |
| Retirement Management Systems Inc. | 1.49% | — | 220,391 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Add +17.8% | 216,487 | $5.7M |
| Williams Financial, LLC | 3.31% | New | 215,919 | $5.7M |
| Fortis Advisors, LLC | 3.13% | Reduce -0.3% | 214,677 | $5.7M |
| Seed Wealth Management, Inc. | 3.92% | Reduce -1.7% | 214,565 | $5.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -4.5% | 213,893 | $5.7M |
| Hoxton Planning & Management, LLC | 1.69% | Add +5.2% | 213,740 | $5.7M |
| Columbus Macro, LLC | 0.61% | Add +4.4% | 208,903 | $5.5M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | Add +58.6% | 203,758 | $5.4M |
| Grey Fox Wealth Advisors, LLC | 1.10% | Add +5.7% | 202,024 | $5.4M |
| Rebalance, LLC | 0.31% | Reduce -0.3% | 200,692 | $5.3M |
| Atria Investments, Inc | 0.06% | Add +21.2% | 198,850 | $5.3M |
| Fifth Third Bancorp | 0.02% | Add +3.3% | 198,479 | $5.3M |
| Curbstone Financial Management Corp | 1.00% | Add +4.0% | 197,270 | $5.2M |
| LifePlan Investment Advisors, Inc. | 2.12% | Add +3.5% | 196,958 | $5.2M |
| IRON Financial LLC | 2.39% | Reduce -8.2% | 195,942 | $5.2M |
| M Wealth Management, LLC | 4.51% | Add +2.1% | 195,595 | $5.2M |
| Waverly Advisors, LLC | 0.04% | Add +2.0% | 195,178 | $5.2M |
| Farther Finance Advisors, LLC | 0.05% | Add +606.7% | 190,389 | $5.0M |
| Verde Capital Management | 1.07% | Add +5.8% | 189,018 | $5.0M |
| PNC Financial Services Group, Inc. | 0.00% | Add +11.4% | 187,773 | $5.0M |
| Anderson Hoagland & Co. | 0.42% | Add +12.5% | 184,558 | $4.9M |
| Royal Bank of Canada | 0.00% | Add +38.4% | 182,403 | $4.8M |
| AMG National Trust Bank | 0.11% | Add +15.0% | 182,209 | $4.8M |
| Sagace Wealth Management LLC | 3.28% | Add +1.0% | 182,115 | $4.8M |
| Kings Path Partners LLC | 1.67% | Add +1.7% | 179,636 | $4.8M |
| Cambria Investment Management, L.P. | 0.27% | Add +1.8% | 174,816 | $4.6M |
| Exencial Wealth Advisors, LLC | 0.14% | Reduce -1.9% | 169,392 | $4.5M |
| Aviance Capital Partners, LLC | 0.51% | Add +2.6% | 167,843 | $4.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.1% | 166,935 | $4.4M |
| Cloud Capital Management, LLC | 2.07% | Add +13.2% | 165,602 | $4.4M |
| Stifel Financial Corp. | 0.00% | Reduce -11.2% | 163,185 | $4.3M |
| AQR Capital Management | 0.00% | Add +5.3% | 163,115 | $4.3M |
| Summit Wealth Group, LLC | 1.00% | Add +1.6% | 160,897 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -7.2% | 158,489 | $4.2M |
| Trustmark Bank Trust Department | 0.26% | Reduce -1.2% | 158,130 | $4.2M |
| Seeds Investor LLC | 0.80% | Add +12.4% | 157,421 | $4.2M |
| Upper Left Wealth Management, LLC | 2.54% | Add +8.3% | 157,323 | $4.2M |
| Fifth Third Securities, Inc. | 0.27% | Add +5.6% | 153,939 | $4.1M |
| Christensen, King & Associates Investment Services, Inc. | 1.73% | Reduce -5.4% | 153,399 | $4.1M |
| Financial Management, Inc. | 3.80% | — | 150,965 | $4.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +24.3% | 149,801 | $4.0M |
| Fiducient Advisors LLC | 0.47% | Add +87.0% | 143,557 | $3.8M |
| JTC Employer Solutions Trustee Ltd | 0.26% | No change | 141,964 | $3.8M |
| C M Bidwell & Associates Ltd. | 1.76% | Add +7.5% | 140,925 | $3.7M |
| WealthCollab, LLC | 1.51% | Add +12.8% | 139,358 | $3.7M |
| Performance Wealth Partners, LLC | 0.10% | Reduce -2.4% | 138,551 | $3.7M |
| Horizon Financial Services, LLC | 1.62% | Add +3.7% | 134,740 | $3.6M |
| Private Client Services, LLC | 1.11% | Add +21.4% | 133,966 | $3.5M |
| Northeast Financial Group, Inc. | 0.88% | New | 132,756 | $3.5M |
| VanderPol Investments L.L.C. | 6.57% | Reduce -3.2% | 130,013 | $3.4M |
| Skyline Advisors, Inc. | 1.14% | Add +3.3% | 128,889 | $3.4M |
| GenTrust, LLC | 0.14% | Add +0.7% | 123,850 | $3.3M |
| Savvy Advisors, Inc. | 0.11% | Add +508.9% | 123,761 | $3.3M |
| Lodestar Private Asset Management LLC | 0.33% | Add +4.4% | 123,189 | $3.3M |
| Red Tortoise LLC | 1.40% | Add +1.6% | 123,041 | $3.3M |
| Advyzon Investment Management, LLC | 0.38% | Add +3.7% | 122,759 | $3.3M |
| Decker Retirement Planning Inc. | 1.61% | Add +11.7% | 122,489 | $3.2M |
| Alps Advisors Inc. | 0.02% | Add +4.6% | 121,180 | $3.2M |
| FSA Investment Group, LLC | 1.95% | Add +3.7% | 120,786 | $3.2M |
| Revisor Wealth Management LLC | 0.86% | Add +7.1% | 120,476 | $3.2M |
| Commerce Bank | 0.02% | Add +114.7% | 118,963 | $3.2M |
| Range Advisory, LLC | 0.80% | — | 117,465 | $3.1M |
| ATLas Financial Planning LLC | 3.02% | — | 116,239 | $3.1M |
| Summit Financial Strategies, Inc. | 0.25% | Add +4.8% | 115,058 | $3.0M |
| Perigon Wealth Management, LLC | 0.05% | Add +7.8% | 114,618 | $3.0M |
| Phillips Financial Management, LLC | 0.19% | Add +2.3% | 111,978 | $3.0M |
| K2 Financial Inc. | 2.29% | Add +2.1% | 111,492 | $3.0M |
| Resonant Capital Advisors, LLC | 0.16% | Reduce -27.0% | 109,761 | $2.9M |
| Mariner, LLC | 0.00% | Add +30.1% | 109,134 | $2.9M |
| BCGM Wealth Management, LLC | 0.73% | Add +1.8% | 108,460 | $2.9M |
| Lord & Richards Wealth Management, LLC | 2.46% | Add +5.2% | 108,022 | $2.9M |
| Wealthspire Retirement, LLC | 0.17% | Add +18.9% | 107,248 | $2.8M |
| RHS Financial, LLC | 1.38% | Reduce -14.7% | 106,912 | $2.8M |
| Washington Trust Advisors, Inc. | 0.22% | Add +4.5% | 106,586 | $2.8M |
| Silver Oak Securities, Incorporated | 0.19% | Add +2.3% | 106,193 | $2.8M |
| Cape Cod Five Cents Savings Bank | 0.26% | No change | 51,949 | $2.8M |
| Exchange Traded Concepts, LLC | 0.02% | Add +109.4% | 103,634 | $2.7M |
| Maltin Wealth Management, Inc. | 1.09% | Add +14.0% | 103,430 | $2.7M |
| Comerica Bank | 0.01% | Reduce -3.3% | 103,052 | $2.7M |
| Tran Capital Management, L.P. | 0.32% | Add +457.3% | 101,895 | $2.7M |
| Vestmark Advisory Solutions, Inc. | 0.04% | Reduce -22.2% | 101,101 | $2.7M |
| WASHINGTON TRUST Co | 0.09% | Add +2.7% | 98,956 | $2.6M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +2.6% | 98,224 | $2.6M |
| Alongside, LLC | 0.86% | — | 97,988 | $2.6M |
| Hengehold Capital Management LLC | 0.22% | Add +15.8% | 97,211 | $2.6M |
| Csenge Advisory Group | 0.12% | Add +10.7% | 97,012 | $2.6M |
| Merit Financial Group, LLC | 0.02% | Add +9.1% | 96,050 | $2.5M |
| Freedom Financial Partners LLC | 0.92% | Add +7.9% | 95,062 | $2.5M |
| Patten Group, Inc. | 0.46% | Add +9.1% | 94,246 | $2.5M |
| White Lighthouse Investment Management Inc. | 0.35% | Add +7.0% | 93,470 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +11.9% | 94,634 | $2.4M |
| JMG Financial Group, Ltd. | 0.07% | Reduce -20.3% | 91,684 | $2.4M |
| Smith Partners Wealth Management, LLC | 2.23% | — | 91,520 | $2.4M |
| Curran Financial Partners, LLC | 0.46% | Add +7.0% | 90,725 | $2.4M |
| Eagle Bay Advisors LLC | 1.74% | Reduce -3.0% | 89,919 | $2.4M |
| McLean Asset Management Corp | 0.43% | Reduce -0.0% | 89,400 | $2.4M |
| 1620 Investment Advisors, Inc. | 1.58% | Add +1.7% | 89,482 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Add +95.0% | 89,427 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 88,179 | $2.3M |
| Atomic Invest LLC | 1.30% | — | 87,005 | $2.3M |
| Virtue Capital Management, LLC | 0.35% | Add +3299.9% | 86,732 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -2.1% | 85,622 | $2.3M |
| Veridan Wealth LLC | 0.76% | Add +2.4% | 85,291 | $2.3M |
| Coastal Bridge Advisors, LLC | 0.17% | Add +2.2% | 83,526 | $2.2M |
| Abbington Investment Group | 1.50% | Add +16.2% | 83,085 | $2.2M |
| Arcataur Capital Management LLC | 0.63% | Reduce -3.8% | 82,592 | $2.2M |
| First Heartland Consultants, Inc. | 0.17% | Add +75.1% | 82,390 | $2.2M |
| Flatrock Wealth Partners LLC | 1.04% | — | 81,966 | $2.2M |
| Baker Ellis Asset Management LLC | 0.26% | New | 80,680 | $2.1M |
| Physician Wealth Solutions Inc. | 0.88% | No change | 78,041 | $2.1M |
| Vilga Financial Planning LLC | 1.97% | — | 77,508 | $2.1M |
| PFC Capital Group, Inc. | 0.84% | Add +15.6% | 76,858 | $2.0M |
| Maripau Wealth Management LLC | 0.92% | Add +14.0% | 75,494 | $2.0M |
| Veracity Capital LLC | 0.59% | Add +16.2% | 75,480 | $2.0M |
| Ethos Financial Group, LLC | 0.15% | Add +28.9% | 74,756 | $2.0M |
| Integrated Advisors Network LLC | 0.09% | Add +6.5% | 74,632 | $2.0M |
| Valpey Financial Services, LLC | 1.26% | Add +6.5% | 74,403 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Add +0.3% | 73,209 | $1.9M |
| Financial Freedom, LLC | 0.96% | Add +5.0% | 72,868 | $1.9M |
| Breakwater Investment Management | 0.70% | Reduce -0.7% | 72,615 | $1.9M |
| Arkansas Financial Group, Inc. | 0.28% | Add +1.8% | 72,014 | $1.9M |
| Veratis Advisors, Inc. | 1.50% | — | 70,452 | $1.9M |
| Comprehensive Money Management Services LLC | 1.30% | Add +1.1% | 71,007 | $1.9M |
| Galvin, Gaustad & Stein, LLC | 0.15% | Reduce -0.7% | 70,756 | $1.9M |
| American Trust Investment Advisors, LLC | 0.99% | No change | 70,070 | $1.9M |
| Passive Capital Management, LLC. | 0.57% | Add +0.9% | 68,868 | $1.8M |
| Pictet Asset Management Holding SA | 0.00% | Add +6.3% | 67,940 | $1.8M |
| Soltis Investment Advisors LLC | 0.12% | Add +14.3% | 67,562 | $1.8M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +1.3% | 67,369 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.10% | Add +3.8% | 67,265 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.2% | 66,959 | $1.8M |
| SageView Advisory Group, LLC | 0.06% | Reduce -2.6% | 66,899 | $1.8M |
| United Advisor Group, LLC | 0.23% | Add +9.5% | 66,549 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Reduce -2.8% | 66,429 | $1.8M |
| Birch Financial Group, LLC | 1.00% | Add +5.5% | 66,315 | $1.8M |
| Kingsview Wealth Management, LLC | 0.02% | Add +1.4% | 64,977 | $1.7M |
| Corrado Advisors, LLC | 0.85% | Add +3.1% | 64,302 | $1.7M |
| Archvest Wealth Advisors, Inc. | 1.07% | Add +10.8% | 63,432 | $1.7M |
| Litman Gregory Wealth Management LLC | 0.12% | Reduce -20.6% | 61,635 | $1.6M |
| Hyposwiss Advisors SA | 1.60% | — | 61,386 | $1.6M |
| SigFig Wealth Management, LLC | 0.05% | Add +9.4% | 61,179 | $1.6M |
| Hutchinson Capital Management | 0.28% | Add +3.3% | 61,164 | $1.6M |
| Blue Fin Capital, Inc. | 0.25% | Reduce -0.6% | 60,922 | $1.6M |
| Fischer Financial Services, Inc. | 0.43% | Add +6.6% | 60,785 | $1.6M |
| Belpointe Asset Management LLC | 0.06% | Add +5.6% | 60,114 | $1.6M |
| Jones Financial Companies LLLP | 0.00% | Add +1.1% | 60,093 | $1.6M |
| Fulton Breakefield Broenniman LLC | 0.10% | Reduce -6.4% | 59,494 | $1.6M |
| Commons Capital, LLC | 1.10% | Add +19.8% | 59,210 | $1.6M |
| Austin Wealth Management, LLC | 0.23% | Add +27.5% | 58,807 | $1.6M |
| Accelerate Investment Advisors LLC | 1.02% | Reduce -20.9% | 57,353 | $1.5M |
| Lederer & Associates Investment Counsel | 1.02% | No change | 57,130 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -2.1% | 56,635 | $1.5M |
| SeaCrest Wealth Management, LLC | 0.15% | Add +0.5% | 55,325 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | Add +907.9% | 54,899 | $1.5M |
| Sherman Asset Management, Inc. | 1.23% | Add +9.4% | 54,669 | $1.4M |
| Cushing Capital Partners, LLC | 1.07% | Reduce -1.8% | 54,345 | $1.4M |
| Duff & Phelps Investment Management Co. | 0.02% | Add +27.7% | 53,420 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -1.1% | 52,527 | $1.4M |
| Horizons Wealth Management | 0.91% | Add +23.9% | 51,471 | $1.4M |
| Pacific Capital Wealth Advisors, Inc. | 0.23% | No change | 51,343 | $1.4M |
| Wbi Investments, LLC | 0.35% | Reduce -7.1% | 50,874 | $1.3M |
| AE Wealth Management LLC | 0.01% | Add +3.2% | 50,760 | $1.3M |
| Strategic Financial Planning, Inc. | 0.76% | Add +2.5% | 50,746 | $1.3M |
| High Note Wealth, LLC | 0.26% | Reduce -0.5% | 49,981 | $1.3M |
| Fortis Capital Advisors, LLC | 0.19% | Add +7.3% | 49,053 | $1.3M |
| TrueWealth Advisors, LLC | 0.33% | Reduce -6.8% | 48,370 | $1.3M |
| L.K. Benson & Company, P.C. | 0.64% | Reduce -8.5% | 48,291 | $1.3M |
| Northern Trust Corp. | 0.00% | Reduce -1.6% | 48,008 | $1.3M |
| Factor Wealth Management LTD | 0.27% | Add +8.9% | 46,799 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -6.6% | 46,597 | $1.2M |
| SWS Partners | 0.30% | Add +3.9% | 46,389 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -38.9% | 46,215 | $1.2M |
| Websterrogers Financial Advisors, LLC | 0.35% | Add +4.5% | 45,681 | $1.2M |
| Creative Financial Designs Inc. | 0.08% | Add +3.1% | 45,526 | $1.2M |
| Allstreet Capital Advisors LLC | 0.87% | — | 45,375 | $1.2M |
| Betterment LLC | 0.00% | Add +7.7% | 45,228 | $1.2M |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -3.5% | 44,809 | $1.2M |
| Edgestream Partners, L.P. | 0.03% | Add +6.0% | 43,575 | $1.2M |
| Nwam LLC | 0.06% | Add +9.5% | 43,132 | $1.1M |
| LongView Wealth Management | 0.28% | Reduce -1.9% | 43,164 | $1.1M |
| Maridea Wealth Management LLC | 0.17% | Reduce -0.1% | 42,508 | $1.1M |
| Pine Haven Investment Counsel, Inc | 0.80% | Add +0.9% | 42,192 | $1.1M |
| IFC & Insurance Marketing, Inc. | 1.09% | — | 41,581 | $1.1M |
| Leeward Financial Partners, LLC | 0.31% | No change | 41,380 | $1.1M |
| M. Kulyk & Associates, LLC | 0.21% | Add +124.2% | 41,128 | $1.1M |
| Global Retirement Partners, LLC | 0.02% | Add +69.2% | 40,891 | $1.1M |
| MIdWestOne Financial Group, Inc. | 0.12% | Reduce -43.4% | 40,390 | $1.1M |
| Magnolia Capital Advisors LLC | 0.22% | Add +1.4% | 40,386 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.05% | Reduce -11.2% | 40,253 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -32.7% | 40,176 | $1.1M |
| LCNB Corp. | 0.35% | No change | 39,362 | $1.0M |
| Bigelow Investment Advisors, LLC | 0.40% | Reduce -2.9% | 38,481 | $1.0M |
| Citizens National Bank Trust Department | 0.17% | Reduce -4.6% | 38,156 | $1.0M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +126.6% | 38,073 | $1.0M |
| Bakala Capital LLC | 4.76% | Add +2.3% | 37,984 | $1.0M |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.07% | Add +11.1% | 37,721 | $999K |
| Clear Investment Research, LLC | 1.60% | Add +2.4% | 36,309 | $962K |
| Independent Advisor Alliance | 0.02% | Add +148.5% | 36,103 | $956K |
| Hamrick Investment Counsel, llc | 0.70% | — | 35,634 | $944K |
| Compound Planning, Inc. | 0.03% | Add +72.2% | 35,567 | $942K |
| Pinkerton Wealth, LLC | 0.10% | Reduce -8.5% | 35,377 | $937K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -1.9% | 34,323 | $909K |
| Nalls Sherbakoff Group, LLC | 0.65% | Reduce -11.4% | 34,174 | $905K |
| UMB Bank, n.a. | 0.01% | Add +8.5% | 33,908 | $898K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 33,106 | $877K |
| Advisory Services Network, LLC | 0.01% | Add +0.2% | 33,023 | $875K |
| American Financial Advisors, LLC | 0.11% | Reduce -23.7% | 32,400 | $858K |
| Chapman Financial Group, LLC | 0.58% | Add +28.4% | 32,326 | $856K |
| Plum Street Advisors, LLC | 0.30% | Reduce -1.4% | 31,884 | $845K |
| Friedenthal Financial | 0.43% | Reduce -7.3% | 31,847 | $844K |
| OMNI 360 Wealth, Inc. | 0.43% | Add +4.2% | 31,681 | $843K |
| Maia Wealth LLC | 0.14% | Add +58.9% | 31,318 | $840K |
| Viawealth, LLC | 0.47% | Reduce -2.8% | 31,219 | $827K |
| Mount Lucas Management LP | 0.36% | Add +4.7% | 30,879 | $818K |
| Fortis Capital Management LLC | 0.11% | Add +1.3% | 30,765 | $815K |
| SGL Investment Advisors, Inc. | 0.33% | Add +20.7% | 30,273 | $807K |
| First Merchants Corp. | 0.03% | No change | 30,432 | $806K |
| Essential Partners LLC | 0.25% | Reduce -8.6% | 30,417 | $806K |
| Joseph P. Lucia & Associates, LLC | 0.29% | Reduce -21.2% | 30,155 | $799K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -5.2% | 29,797 | $789K |
| True Freedom Investing, LLC | 0.05% | New | 29,689 | $786K |
| Anchor Investment Management, LLC | 0.06% | Reduce -1.6% | 29,688 | $786K |
| Traub Capital Management LLC | 0.74% | Add +43.2% | 29,169 | $773K |
| Meritage Portfolio Management | 0.05% | Reduce -13.5% | 29,002 | $768K |
| Coldstream Capital Management Inc. | 0.01% | Add +2.9% | 28,841 | $764K |
| Granville Capital, Inc. | 0.40% | — | 28,631 | $758K |
| Smartleaf Asset Management LLC | 0.03% | Reduce -17.3% | 28,490 | $756K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -99.3% | 28,456 | $754K |
| Journey Advisory Group, LLC | 0.06% | No change | 28,390 | $752K |
| Asset Allocation Strategies LLC | 0.14% | Reduce -6.0% | 28,260 | $749K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -2.9% | 28,037 | $743K |
| Saxony Capital Management, LLC | 0.45% | New | 27,770 | $736K |
| Downshift Financial, LLC | 0.43% | — | 26,449 | $705K |
| Arta Finance Wealth Management LLC | 0.36% | — | 26,606 | $705K |
| Pinnacle Bancorp, Inc. | 0.20% | Reduce -5.3% | 26,258 | $696K |
| Two Sigma Securities, LLC | 0.10% | New | 26,097 | $691K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +71.6% | 25,563 | $677K |
| Myecfo, LLC | 0.29% | Reduce -11.6% | 25,488 | $675K |
| DMC Group, LLC | 0.45% | Reduce -0.1% | 25,366 | $672K |
| IFP Advisors, Inc | 0.02% | Add +44.0% | 25,308 | $670K |
| LifeGoal Investments, LLC | 0.45% | Reduce -32.4% | 25,302 | $670K |
| Rinkey Investments | 0.17% | Add +5.2% | 25,064 | $664K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +24.1% | 24,982 | $662K |
| Brand Asset Management Group, Inc. | 0.18% | Reduce -6.3% | 24,693 | $654K |
| Equitable Holdings, Inc. | 0.00% | Add +20.7% | 24,572 | $651K |
| Diversify Wealth Management, LLC | 0.03% | New | 24,307 | $646K |
| Cambridge Advisors Inc. | 0.12% | No change | 23,531 | $623K |
| Center For Asset Management LLC | 0.33% | Reduce -0.2% | 23,477 | $622K |
| Brookstone Capital Management | 0.01% | Add +16.0% | 23,036 | $610K |
| Prossimo Advisors, LLC | 3.92% | No change | 23,000 | $609K |
| Laraway Financial Advisors Inc | 0.40% | Reduce -0.4% | 22,985 | $609K |
| MAI Capital Management | 0.00% | Add +5.2% | 22,977 | $609K |
| Resolute Capital, LLC | 0.25% | — | 22,908 | $607K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -14.3% | 22,727 | $602K |
| IFG Advisory, LLC | 0.03% | Add +9.5% | 22,689 | $601K |
| Cwm, LLC | 0.00% | Add +6.8% | 22,533 | $597K |
| Symmetry Partners, LLC | 0.04% | New | 22,296 | $591K |
| Apella Capital, LLC | 0.01% | Add +3.0% | 22,086 | $585K |
| Pure Portfolios Holdings LLC | 0.17% | Add +5.3% | 21,761 | $576K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -91.0% | 21,564 | $571K |
| Shearwater Capital LLC | 0.32% | No change | 21,290 | $564K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -1.9% | 20,871 | $553K |
| Gradient Capital Advisors, LLC | 0.14% | Reduce -0.6% | 20,703 | $548K |
| Western Reserve Capital Management, LLC | 0.50% | — | 20,158 | $534K |
| Bragg Financial Advisors, Inc | 0.02% | Reduce -7.7% | 20,043 | $531K |
| Bank of Montreal | 0.00% | Add +71.5% | 19,704 | $522K |
| Tailwinds Wealth, LLC | 0.56% | — | 19,679 | $521K |
| WT Wealth Management | 0.15% | Add +4.4% | 19,614 | $520K |
| Aspiriant, LLC | 0.01% | New | 19,367 | $513K |
| Vista Capital Partners, Inc. | 0.05% | Add +2.8% | 19,104 | $506K |
| ORG Partners LLC | 0.09% | Reduce -0.0% | 19,088 | $506K |
| Covestor Ltd | 0.26% | Add +11.7% | 19,022 | $504K |
| Graetz Wealth LLC | 0.45% | — | 18,820 | $499K |
| Stewardship Advisors, LLC | 0.11% | Add +4.1% | 18,763 | $497K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -4.7% | 18,753 | $497K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 18,751 | $497K |
| Oder Investment Management, LLC | 0.36% | Add +0.3% | 18,740 | $496K |
| Yoder Wealth Management, Inc. | 0.22% | No change | 18,400 | $487K |
| Integrity Advisory Solutions, LLC | 0.07% | New | 18,343 | $486K |
| Visionary Wealth Advisors | 0.02% | Reduce -14.1% | 18,282 | $484K |
| Cassady Wealth & Retirement Planning, LLC | 0.31% | — | 18,063 | $478K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -1.4% | 17,940 | $475K |
| Allworth Financial LP | 0.00% | Add +15.6% | 17,832 | $472K |
| Millstone Evans Group, LLC | 0.28% | New | 17,753 | $470K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -11.7% | 17,628 | $467K |
| Opus Financial Solutions LLC | 0.44% | — | 17,621 | $467K |
| Latitude Advisors, LLC | 0.20% | Add +3.6% | 17,344 | $459K |
| Corient Private Wealth LP | 0.00% | Add +4.9% | 17,151 | $454K |
| Trust Point Inc. | 0.04% | Add +0.4% | 17,103 | $453K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -4.5% | 17,024 | $451K |
| Farrell Financial LLC | 0.26% | Add +37.8% | 16,779 | $444K |
| Sigma Planning Corp | 0.01% | Reduce -0.6% | 16,670 | $442K |
| Prudent Man Advisors, LLC | 0.16% | No change | 16,641 | $441K |
| Topel & Distasi Wealth Management, LLC | 0.21% | No change | 16,466 | $436K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 16,190 | $431K |
| Coastwise Capital Group, LLC | 0.22% | Add +1.7% | 16,252 | $431K |
| Summit Global Investments | 0.03% | Reduce -1.7% | 16,221 | $430K |
| Mgo One Seven LLC | 0.01% | Add +6.9% | 16,226 | $430K |
| Ellenbecker Investment Group | 0.06% | Reduce -0.4% | 16,161 | $428K |
| Lynx Investment Advisory | 0.23% | Add +19.4% | 16,047 | $425K |
| TD Private Client Wealth LLC | 0.01% | Add +18.2% | 15,577 | $413K |
| EP Wealth Advisors, LLC | 0.00% | — | 15,401 | $408K |
| Park Avenue Securities LLC | 0.00% | Add +53.6% | 14,905 | $395K |
| GTS Securities LLC | 0.01% | New | 14,728 | $390K |
| Barrett & Company, Inc. | 0.13% | No change | 14,702 | $389K |
| Mengis Capital Management, Inc. | 0.07% | Reduce -4.9% | 14,700 | $389K |
| Captrust Financial Advisors | 0.00% | Reduce -66.8% | 14,525 | $385K |
| Kondo Wealth Advisors, Inc. | 0.15% | Add +0.9% | 14,423 | $382K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -3.6% | 14,350 | $380K |
| Geometric Wealth Advisors | 0.05% | Add +58.2% | 14,224 | $377K |
| Zhang Financial LLC | 0.01% | Add +1.0% | 14,167 | $375K |
| North Forty Two & Co. | 0.35% | Add +28.7% | 14,132 | $374K |
| World Investment Advisors | 0.01% | New | 14,003 | $371K |
| Liberty Capital Management, Inc. | 0.07% | No change | 14,003 | $371K |
| Curio Wealth, LLC | 0.13% | Reduce -7.1% | 13,957 | $370K |
| Guardian Financial Partners, LLC | 0.16% | Add +0.5% | 13,909 | $368K |
| Chesapeake Asset Management LLC | 0.30% | Add +11.5% | 13,841 | $367K |
| SRH Advisors, LLC | 0.11% | Reduce -32.7% | 13,780 | $365K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 13,754 | $364K |
| MCF Advisors LLC | 0.02% | Add +24453.6% | 13,750 | $364K |
| Compass Capital Corp. /Ma/ | 0.14% | New | 13,673 | $364K |
| Fisher Asset Management | 0.00% | New | 13,523 | $358K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.1% | 13,460 | $357K |
| Petra Financial Advisors Inc. | 0.21% | Add +12.8% | 13,352 | $354K |
| &partners | 0.00% | Reduce -5.8% | 13,031 | $345K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.6% | 12,999 | $344K |
| Brown Advisory Inc. | 0.00% | New | 12,881 | $341K |
| Rakuten Investment Management, Inc. | 0.00% | No change | 12,488 | $336K |
| WFA of San Diego, LLC | 0.25% | No change | 12,690 | $336K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.9% | 12,650 | $335K |
| Integrity Investment Advisors, LLC | 0.18% | New | 12,594 | $334K |
| Red Reef Advisors LLC | 0.34% | — | 12,561 | $333K |
| WJ Financial Advisors LLC | 0.30% | Reduce -0.6% | 12,529 | $332K |
| Blume Capital Management, Inc. | 0.06% | Add +25.0% | 12,500 | $331K |
| Murphy & Mullick Capital Management Corp | 0.24% | Reduce -23.5% | 12,432 | $329K |
| CoreCap Advisors, LLC | 0.01% | Reduce -10.5% | 12,408 | $329K |
| Mason Investment Advisory Services, Inc. | 0.02% | Add +0.4% | 12,396 | $328K |
| Strategic Blueprint, LLC | 0.02% | Reduce -5.8% | 12,189 | $323K |
| Global Assets Advisory, LLC | 0.09% | No change | 12,130 | $321K |
| Aspetuck Financial Management LLC | 0.22% | New | 12,100 | $321K |
| Schiavi & Co LLC | 0.10% | Reduce -0.3% | 12,015 | $318K |
| Fruth Investment Management | 0.09% | No change | 12,000 | $317K |
| IVC Wealth Advisors LLC | 0.14% | Add +7.5% | 11,887 | $315K |
| Avant Financial Advisors LLC | 0.23% | Add +14.4% | 11,881 | $315K |
| NBT Bank, N.A. | 0.02% | No change | 11,881 | $315K |
| Canandaigua National Bank & Trust Co. | 0.03% | Add +0.1% | 11,854 | $314K |
| Clearview Wealth Advisors LLC | 0.20% | Add +17.1% | 11,692 | $310K |
| Inlight Wealth Management, LLC | 0.11% | Add +29.6% | 11,656 | $309K |
| CWC Advisors, LLC. | 0.15% | Reduce -0.4% | 11,611 | $308K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 11,520 | $306K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | Reduce -60.6% | 11,396 | $302K |
| PFG Advisors | 0.01% | New | 11,388 | $302K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | No change | 11,299 | $299K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.5% | 11,011 | $292K |
| Facet Wealth, Inc. | 0.01% | New | 10,881 | $290K |
| Rothschild Wealth LLC | 0.03% | Add +1.1% | 10,814 | $286K |
| Inman Jager Wealth Management, LLC | 0.18% | Add +7.5% | 10,807 | $286K |
| Spire Wealth Management | 0.01% | Add +8.7% | 10,643 | $282K |
| International Private Wealth Advisors LLC | 0.18% | Add +9.4% | 10,608 | $281K |
| Janney Montgomery Scott LLC | 0.00% | Add +9.4% | 10,604 | $281K |
| Tempus Wealth Planning, LLC | 0.06% | Add +18.2% | 10,518 | $279K |
| Ancora Advisors LLC | 0.01% | Add +63.4% | 10,457 | $277K |
| Arkadios Wealth Advisors | 0.01% | Reduce -0.2% | 10,453 | $277K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 10,429 | $276K |
| Cornerstone Advisors Asset Management, LLC | 0.04% | Add +1.2% | 10,306 | $273K |
| Hardin Capital Partners, LLC | 0.13% | Reduce -3.5% | 10,295 | $273K |
| Carter Financial Group, INC. | 0.16% | Add +3.2% | 10,192 | $270K |
| Parkside Financial Bank & Trust | 0.02% | No change | 10,004 | $265K |
| VPR Management LLC | 0.12% | No change | 10,000 | $265K |
| SVB Wealth LLC | 0.02% | No change | 9,961 | $264K |
| Calton & Associates, Inc. | 0.04% | Reduce -33.3% | 9,938 | $263K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +0.7% | 9,826 | $260K |
| Powell Investment Advisors, LLC | 0.09% | Add +1.7% | 9,698 | $257K |
| Atlas Wealth Partners, LLC | 0.28% | No change | 9,555 | $253K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -17.8% | 9,473 | $251K |
| McDonald Partners LLC | 0.08% | Add +11.6% | 9,365 | $248K |
| Tilia Fiduciary Partners, Inc. | 0.14% | Reduce -6.5% | 9,352 | $248K |
| Alhambra Investment Management LLC | 0.11% | No change | 9,282 | $246K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -14.4% | 9,229 | $244K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.04% | Add +3.2% | 9,041 | $240K |
| Sound Stewardship, LLC | 0.11% | Add +0.5% | 8,895 | $236K |
| Sowell Financial Services LLC | 0.01% | Reduce -64.6% | 8,787 | $233K |
| Verdence Capital Advisors LLC | 0.01% | Reduce -5.8% | 8,778 | $233K |
| Larson Financial Group LLC | 0.01% | Reduce -5.8% | 8,755 | $232K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 8,755 | $232K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -1.6% | 8,686 | $230K |
| Capital Investment Advisors, LLC | 0.00% | Reduce -3.7% | 8,679 | $230K |
| Waterloo Capital, L.P. | 0.02% | New | 8,552 | $227K |
| PW Nova Financial Services LLC | 0.08% | — | 8,406 | $223K |
| Wedmont Private Capital | 0.01% | Reduce -4.3% | 8,360 | $222K |
| Western Wealth Management, LLC | 0.01% | New | 8,381 | $222K |
| Quantinno Capital Management LP | 0.00% | New | 8,339 | $221K |
| United Capital Financial Advisors, LLC | 0.00% | Add +6.8% | 8,331 | $221K |
| Quadcap Wealth Management, LLC | 0.02% | Reduce -0.4% | 8,225 | $218K |
| Bluedoor Private Wealth, LLC | 0.10% | — | 8,200 | $217K |
| Madden Advisory Services, Inc. | 0.09% | Reduce -5.0% | 8,194 | $217K |
| 93 Financial Group, LLC | 0.09% | — | 8,193 | $217K |
| Brooklyn FI, LLC | 0.05% | No change | 8,192 | $217K |
| Richardson Financial Services Inc. | 0.07% | Reduce -13.7% | 8,198 | $215K |
| Berger Financial Group, Inc | 0.01% | No change | 8,061 | $214K |
| True Vision MN LLC | 0.11% | Add +2.6% | 8,044 | $213K |
| Moneco Advisors, LLC | 0.02% | Add +0.3% | 8,039 | $213K |
| Jacobs Equity LLC | 0.20% | — | 8,006 | $212K |
| Entrewealth, LLC | 0.09% | New | 7,868 | $210K |
| Wealth Management Resources, Inc. | 0.07% | Reduce -5.4% | 7,894 | $209K |
| Gateway Wealth Partners, LLC | 0.02% | New | 7,836 | $208K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -18.3% | 7,792 | $206K |
| GeoWealth Management, LLC | 0.01% | Reduce -12.1% | 7,762 | $206K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -11.6% | 7,675 | $204K |
| Goodwin Investment Advisory | 0.22% | Reduce -12.6% | 7,691 | $204K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 7,636 | $202K |
| HCR Wealth Advisors | 0.02% | Reduce -1.1% | 7,564 | $200K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | Add +1.6% | 6,823 | $181K |
| Chilton Capital Management LLC | 0.01% | New | 6,556 | $174K |
| Ballast Advisors LLC | 0.05% | Add +2.5% | 6,480 | $172K |
| WPG Advisers, LLC | 0.12% | Add +0.7% | 6,006 | $159K |
| Bogart Wealth, LLC | 0.01% | Add +515.5% | 5,860 | $155K |
| Parallel Advisors, LLC | 0.00% | Reduce -41.5% | 5,429 | $144K |
| LFA - Lugano Financial Advisors SA | 0.07% | No change | 5,398 | $143K |
| Rossby Financial, LCC | 0.04% | Add +2.3% | 5,130 | $136K |
| Blue Trust, Inc. | 0.00% | Add +61.6% | 5,017 | $133K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -29.7% | 5,010 | $133K |
| Ares Financial Consulting, LLC | 0.12% | — | 4,863 | $129K |
| Blair William & Co. | 0.00% | Reduce -10.7% | 4,703 | $125K |
| Paladin Advisory Group, LLC | 0.09% | New | 4,700 | $125K |
| Manning & Napier Advisors LLC | 0.00% | New | 4,421 | $117K |
| AlphaCentric Advisors LLC | 0.12% | — | 4,373 | $116K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -44.6% | 4,364 | $116K |
| Birchbrook, Inc. | 0.06% | No change | 4,222 | $112K |
| Private Trust Co. NA | 0.01% | Reduce -3.7% | 4,213 | $112K |
| Fairscale Capital, LLC | 0.07% | No change | 4,000 | $106K |
| Whittier Trust Co. | 0.00% | Add +48.6% | 3,822 | $101K |
| Howe & Rusling Inc. | 0.01% | Add +69.5% | 3,757 | $100K |
| Caitlin John, LLC | 0.06% | No change | 3,522 | $93K |
| Raleigh Capital Management Inc. | 0.03% | Add +1.1% | 3,493 | $93K |
| Atlas Capital Advisors Inc. | 0.01% | — | 3,433 | $91K |
| Silver Grove Financial Group, Inc. | 0.08% | New | 3,339 | $88K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | New | 3,170 | $84K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | — | 3,158 | $84K |
| Seneschal Advisors, LLC | 0.06% | Add +0.1% | 3,116 | $83K |
| Root Financial Partners, LLC | 0.00% | Reduce -68.2% | 3,018 | $80K |
| Key Financial Inc | 0.01% | No change | 2,932 | $78K |
| Godfrey Financial Associates, Inc. | 0.07% | — | 2,871 | $76K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,792 | $74K |
| Cordant, Inc. | 0.03% | Add +0.8% | 2,726 | $72K |
| Private Wealth Asset Management, LLC | 0.01% | Add +306.1% | 2,709 | $72K |
| Pacifica Partners Inc. | 0.03% | No change | 2,665 | $71K |
| SHP Wealth Management | 0.01% | — | 2,617 | $69K |
| Ashton Thomas Securities, LLC | 0.01% | Add +4832.0% | 2,466 | $65K |
| Principia Wealth Advisory, LLC | 0.04% | Add +259.1% | 2,435 | $65K |
| Cape Investment Advisory, Inc. | 0.02% | Add +3.1% | 2,429 | $64K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.0% | 2,406 | $64K |
| Front Row Advisors LLC | 0.02% | Reduce -4.4% | 2,402 | $64K |
| Cornerstone Planning Group LLC | 0.01% | Add +1883.8% | 2,202 | $59K |
| Trust Co. of Toledo NA | 0.01% | No change | 2,200 | $58K |
| S&T Bank | 0.02% | No change | 2,113 | $56K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 2,090 | $55K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 2,072 | $55K |
| Pflug Koory, LLC | 0.02% | Add +0.4% | 1,954 | $52K |
| MidFirst Bank | 0.00% | — | 1,900 | $50K |
| Thompson Investment Management, Inc. | 0.01% | No change | 1,887 | $50K |
| LGT Financial Advisors LLC | 0.30% | No change | 1,828 | $48K |
| Investors Research Corp | 0.01% | No change | 1,816 | $48K |
| Bullock Wealth Management Group | 0.02% | — | 1,727 | $46K |
| Qube Research & Technologies Ltd | 0.00% | Add +321.9% | 1,654 | $44K |
| Abound Wealth Management | 0.01% | Add +18.5% | 1,633 | $43K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +222.9% | 1,421 | $38K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +16.7% | 1,399 | $37K |
| CIBC Private Wealth Group LLC | 0.00% | Add +69.8% | 1,316 | $35K |
| Bravera Wealth | 0.02% | — | 1,228 | $33K |
| Lanark Financial, Inc. | 0.00% | Add +5.9% | 1,228 | $33K |
| First Community Trust NA | 0.02% | No change | 1,200 | $32K |
| Independence Bank of Kentucky | 0.00% | Reduce -7.7% | 1,200 | $32K |
| Glass Jacobson Investment Advisors llc | 0.01% | Reduce -24.0% | 1,117 | $30K |
| Olistico Wealth, LLC | 0.01% | New | 1,114 | $30K |
| Delta Asset Management LLC | 0.00% | Add +51.1% | 1,106 | $29K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 1,095 | $29K |
| Smithfield Trust Co | 0.00% | Reduce -75.4% | 1,098 | $29K |
| Financial Consulate, Inc. | 0.00% | No change | 1,062 | $28K |
| Colonial Trust Co / SC | 0.00% | No change | 1,000 | $26K |
| Franklin Resources Inc. | 0.00% | Reduce -88.8% | 840 | $22K |
| WealthShield Partners, LLC | 0.00% | No change | 754 | $20K |
| Your Advocates Ltd., LLP | 0.01% | Add +48.2% | 735 | $19K |
| Sage Mountain Advisors LLC | 0.00% | No change | 686 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 632 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 524 | $14K |
| Pinney & Scofield, Inc. | 0.01% | Add +1.8% | 515 | $14K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 514 | $14K |
| AlphaCore Capital LLC | 0.00% | Reduce -69.2% | 481 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +146.6% | 439 | $12K |
| Kilter Group LLC | 0.01% | Add +172.6% | 447 | $12K |
| North Star Investment Management Corp. | 0.00% | No change | 437 | $12K |
| Optima Capital LLC | 0.00% | New | 418 | $11K |
| Grey Ledge Advisors, LLC | 0.00% | Add +1.8% | 408 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +23.6% | 393 | $10K |
| PFS Partners, LLC | 0.00% | No change | 384 | $10K |
| Hoey Investments, Inc. | 0.00% | No change | 384 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +14.2% | 378 | $10K |
| Toth Financial Advisory Corp. | 0.00% | Reduce -76.1% | 376 | $10K |
| Geneos Wealth Management Inc. | 0.00% | Add +29.7% | 371 | $10K |
| Copia Wealth Management | 0.01% | New | 367 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 346 | $9K |
| Midwest Capital Advisors, LLC | 0.00% | Reduce -69.0% | 326 | $9K |
| Triumph Capital Management | 0.00% | New | 324 | $9K |
| Archer Investment Corp | 0.00% | Reduce -8.0% | 311 | $8K |
| Pinnacle Holdings, LLC | 0.00% | No change | 308 | $8K |
| Reyes Financial Architecture, Inc. | 0.00% | Reduce -14.2% | 302 | $8K |
| Avion Wealth | 0.00% | No change | 324 | $8K |
| Clearstead Advisors, LLC | 0.00% | Reduce -99.7% | 296 | $8K |
| Addison Advisors LLC | 0.00% | New | 294 | $8K |
| Tompkins Financial Corp. | 0.00% | No change | 289 | $8K |
| KERR FINANCIAL PLANNING Corp | 0.01% | Add +100.7% | 281 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -41.8% | 280 | $7K |
| REAP Financial Group, LLC | 0.00% | Reduce -6.2% | 228 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 224 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 216 | $6K |
| Quent Capital, LLC | 0.00% | New | 215 | $6K |
| CDKV Holdings LLC | 0.00% | — | 212 | $6K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -79.5% | 197 | $5K |
| Paladin Partners, LLC | 0.00% | — | 186 | $5K |
| Eastern Bank | 0.00% | New | 184 | $5K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -100.0% | 183 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 182 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -3.3% | 178 | $5K |
| Merited Wealth, LLC | 0.00% | — | 174 | $5K |
| Winthrop Capital Management, LLC | 0.00% | No change | 132 | $4K |
| BNP Paribas Financial Markets | 0.00% | Add +4.5% | 138 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 132 | $3K |
| HighMark Wealth Management LLC | 0.00% | Add +229.7% | 122 | $3K |
| Ameriflex Group, Inc. | 0.00% | New | 98 | $3K |
| Signaturefd, LLC | 0.00% | Add +5.4% | 98 | $3K |
| Graney & King, LLC | 0.00% | Add +2.3% | 89 | $2K |
| Kingdom Financial Group LLC. | 0.00% | New | 86 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | Add +4.1% | 76 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 69 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 68 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -4.5% | 64 | $2K |
| First Horizon Corp. | 0.00% | No change | 62 | $2K |
| Camelot Portfolios, LLC | 0.00% | New | 48 | $1K |
| Trust Co. of Vermont | 0.00% | No change | 48 | $1K |
| Key Capital Management, INC | 0.00% | — | 47 | $1K |
| Princeton Global Asset Management LLC | 0.00% | No change | 42 | $1K |
| Evolution Wealth Management Inc. | 0.00% | No change | 34 | $901 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 32 | $848 |
| Harbor Asset Planning, Inc. | 0.00% | New | 30 | $795 |
| Financial Management Professionals, Inc. | 0.00% | No change | 24 | $636 |
| Golden State Wealth Management, LLC | 0.00% | No change | 19 | $514 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 18 | $485 |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 18 | $477 |
| Measured Wealth Private Client Group, LLC | 0.00% | New | 17 | $450 |
| First Pacific Financial | 0.00% | New | 14 | $374 |
| Solstein Capital, LLC | 0.00% | No change | 14 | $371 |
| Wagner Wealth Management, LLC | 0.00% | Add +7.7% | 14 | $361 |
| Clayton Financial Group LLC | 0.00% | New | 13 | $336 |
| Frazier Financial Advisors, LLC | 0.00% | New | 12 | $320 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 12 | $318 |
| McGuire Capital Advisors Inc. | 0.00% | — | 12 | $318 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 12 | $318 |
| HM Payson & Co. | 0.00% | New | 12 | $318 |
| Darwin Wealth Management, LLC | 0.00% | New | 12 | $317 |
| Center for Financial Planning, Inc. | 0.00% | New | 10 | $265 |
| Winnacle Wealth LLC | 0.00% | New | 6 | $162 |
| Networth Advisors, LLC | 0.00% | — | 4 | $106 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4 | $106 |
| McIlrath & Eck, LLC | 0.00% | New | 4 | $106 |
| Bear Mountain Capital, Inc. | 0.00% | Reduce -92.9% | 3 | $80 |
| Lodestone Wealth Management LLC | 0.00% | New | 3 | $79 |
| Morling Financial Advisors, LLC | 0.00% | No change | 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.