Schwab U.S. Tips ETFSCHPETF
13F holders, Q1 2026 (March 31)735holders +19
79new positions
49sold out
3famous investors
$26.61avg. 13F price*
At the end of Q1 2026, 735 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 19 from Q4 2025. 79 opened new positions and 49 sold out. The largest holders were Empower Advisory Group, LLC ($1.4B), Wealthfront Advisers LLC ($911.3M) and Municipal Employees' Retirement System of Michigan ($430.8M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 79 | $58.7M |
| Exits | 49 | $76.9M |
All 13F filers, Q4 2025 → Q1 2026: 49,238,159 shares bought and 16,719,444 shares sold, net +32,518,715 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 735 holders
| Empower Advisory Group, LLC | 3.67% | Add +7.0% | 53,127,493 | $1.4B |
| Wealthfront Advisers LLC | 2.00% | Reduce -0.8% | 34,244,939 | $911.3M |
| Municipal Employees' Retirement System of Michigan | 4.89% | Add +6.2% | 16,188,586 | $430.8M |
| Quadratic Capital Management LLC | 98.47% | Reduce -2.2% | 14,182,470 | $377.4M |
| Sei Investments Co. | 0.32% | Add +5.3% | 12,955,292 | $344.7M |
| JPMorgan Chase & Co. | 0.02% | Add +760.3% | 12,884,098 | $342.5M |
| Bank of America Corp. | 0.02% | Reduce -23.4% | 11,331,818 | $301.5M |
| Evoke Wealth, LLC | 5.10% | Add +15.1% | 10,392,695 | $276.5M |
| Cerity Partners LLC | 0.37% | Add +5.4% | 9,796,222 | $260.7M |
| Alliancebernstein L.P. | 0.08% | Add +10.1% | 9,424,927 | $249.7M |
| Lincoln National Corp. | 6.86% | Add +180.0% | 8,907,849 | $237.0M |
| Voya Investment Management LLC | 0.27% | Reduce -8.3% | 8,586,682 | $228.5M |
| Elm Partners Management LLC | 9.29% | Add +14.1% | 8,065,801 | $214.4M |
| CENTRAL TRUST Co | 4.22% | Add +5.5% | 8,055,215 | $214.3M |
| Nepc LLC | 4.21% | Add +5.0% | 7,947,486 | $211.5M |
| Jasper Ridge Partners, L.P. | 3.82% | Add +9.2% | 6,442,984 | $171.4M |
| Alesco Advisors, LLC, An ESL Co | 4.16% | Add +2.8% | 6,121,252 | $162.9M |
| Envestnet Asset Management Inc. | 0.04% | Add +19.3% | 5,994,839 | $159.5M |
| UBS Group AG | 0.03% | Add +9.5% | 5,960,319 | $158.6M |
| Adventist Health System Sunbelt Healthcare Corp. | 5.37% | Reduce -0.1% | 5,770,300 | $153.5M |
| Cerity Partners OCIO LLC | 9.02% | Add +27.6% | 5,648,682 | $150.3M |
| Morgan Stanley | 0.01% | Add +19.8% | 4,307,790 | $114.6M |
| US Bancorp \de | 0.13% | Reduce -38.0% | 3,971,942 | $105.7M |
| Beacon Pointe Advisors, LLC | 0.52% | Add +4.0% | 3,687,349 | $98.1M |
| Armstrong Advisory Group, Inc. | 6.08% | Add +434.3% | 3,408,054 | $90.7M |
| Ameriprise Financial Inc. | 0.02% | Add +1.1% | 3,231,274 | $86.0M |
| State Street Corp. | 0.00% | Add +5.9% | 2,858,748 | $76.1M |
| Assetmark, Inc. | 0.15% | Add +39.1% | 2,687,120 | $71.5M |
| Bank of New York Mellon Corp | 0.01% | Add +34.7% | 2,420,974 | $64.4M |
| Lutz Financial Services LLC | 4.19% | Add +6.1% | 2,341,905 | $62.3M |
| Prime Capital Investment Advisors, LLC | 0.70% | Add +5.8% | 2,265,508 | $60.3M |
| Principal Securities, Inc. | 0.76% | Add +23.2% | 1,949,070 | $51.9M |
| LifeGuide Financial Advisors, LLC | 16.52% | Add +5.7% | 1,941,538 | $51.7M |
| Wells Fargo & Company | 0.01% | Reduce -5.9% | 1,806,680 | $48.1M |
| Integrated Wealth Concepts LLC | 0.37% | Add +21.8% | 1,755,485 | $46.7M |
| Diversified Enterprises, LLC | 2.51% | Add +4.1% | 1,723,223 | $45.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -33.7% | 1,706,509 | $45.2M |
| Advisory Alpha, LLC | 1.15% | Add +51.7% | 1,579,745 | $42.0M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -16.0% | 1,562,352 | $41.6M |
| Russell Investments Group, Ltd. | 0.04% | No change | 1,528,182 | $40.7M |
| Financial Architects, LLC | 21.36% | Add +6.1% | 1,521,680 | $40.5M |
| Creative Planning | 0.03% | Reduce -39.5% | 1,521,679 | $40.5M |
| LPL Financial LLC | 0.01% | Add +7.0% | 1,521,078 | $40.5M |
| Pure Financial Advisors, LLC | 0.59% | Add +7.1% | 1,520,694 | $40.5M |
| BlueSky Wealth Advisors, LLC | 5.20% | Add +1.2% | 1,517,207 | $40.4M |
| FMR LLC | 0.00% | Add +39.7% | 1,489,544 | $39.6M |
| Kohmann Bosshard Financial Services, LLC | 3.85% | Add +9.1% | 1,485,989 | $39.5M |
| Stephens Group Asset Management, LLC | 2.42% | Reduce -16.8% | 1,428,789 | $38.0M |
| Wealthcare Advisory Partners LLC | 0.73% | Reduce -0.6% | 1,414,020 | $37.6M |
| Matrix Trust Co | 6.06% | Reduce -7.4% | 1,370,025 | $36.5M |
| Pictet Asset Management Holding SA | 0.04% | Add +1764.9% | 1,267,000 | $33.7M |
| Raymond James Financial Inc. | 0.01% | Add +30.0% | 1,150,693 | $30.6M |
| HighTower Advisors, LLC | 0.03% | Add +8.1% | 1,070,864 | $28.5M |
| Altfest L J & Co. Inc. | 3.05% | Add +3.1% | 1,070,411 | $28.5M |
| Joseph Group Capital Management | 6.91% | Add +4.1% | 1,039,010 | $27.6M |
| Prentice Wealth Management LLC | 6.18% | Reduce -7.8% | 1,028,393 | $27.4M |
| Cetera Investment Advisers | 0.03% | Reduce -12.8% | 1,001,032 | $26.6M |
| Avior Wealth Management, LLC | 0.74% | Add +7.5% | 982,911 | $26.2M |
| Foster & Motley Inc. | 1.35% | Add +8.7% | 982,470 | $26.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -25.3% | 954,955 | $25.4M |
| Sumitomo Life Insurance Co. | 0.58% | Reduce -25.2% | 934,900 | $24.9M |
| Tortoise Investment Management, LLC | 2.04% | Add +3.9% | 929,663 | $24.7M |
| Seneca Financial Advisors LLC | 7.22% | Add +12.5% | 925,889 | $24.6M |
| Citigroup Inc. | 0.01% | Reduce -3.3% | 877,190 | $23.3M |
| Tidal Investments LLC | 0.07% | Add +39.8% | 800,295 | $21.2M |
| Arax Advisory Partners | 0.59% | Reduce -54.3% | 787,295 | $20.9M |
| Fund Evaluation Group, LLC | 0.61% | No change | 748,000 | $19.9M |
| Modera Wealth Management, LLC | 0.22% | Reduce -6.6% | 701,267 | $18.7M |
| Navalign, LLC | 4.65% | Add +5.0% | 692,714 | $18.4M |
| Tandemgrowth Financial Advisors LLC | 17.01% | Add +9.6% | 678,604 | $18.1M |
| West Family Investments, Inc. | 5.96% | Add +12.7% | 609,276 | $17.0M |
| Carnegie Investment Counsel | 0.33% | Add +0.6% | 636,178 | $16.9M |
| Allen Capital Group, LLC | 1.52% | Add +8.7% | 633,703 | $16.9M |
| Sage Financial Group Inc. | 1.08% | Add +0.8% | 623,971 | $16.6M |
| Asset Management Group, Inc. | 2.66% | Add +8.4% | 618,527 | $16.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +0.4% | 583,344 | $15.5M |
| Greenline Partners, LLC | 1.66% | Reduce -1.2% | 580,584 | $15.4M |
| ALM First Financial Advisors, LLC | 2.72% | Add +19.9% | 569,652 | $15.2M |
| FDx Advisors, Inc. | 4.61% | Add +4.3% | 542,117 | $14.4M |
| Prairiewood Capital, LLC | 4.13% | Add +8.5% | 537,336 | $14.3M |
| Roble, Belko & Company, Inc | 1.80% | Add +35.0% | 532,751 | $14.2M |
| Grove Street Fiduciary, LLC | 6.21% | Reduce -0.8% | 529,909 | $14.1M |
| Altiora Financial Group, LLC | 2.22% | Reduce -0.0% | 506,969 | $13.5M |
| Marotta Asset Management | 2.48% | Add +0.2% | 507,609 | $13.5M |
| Fi3 FINANCIAL ADVISORS, LLC | 3.69% | Add +28.6% | 480,724 | $12.8M |
| Wealthspire Advisors, LLC | 0.10% | Add +2.8% | 479,071 | $12.7M |
| Renaissance Technologies | 0.02% | New | 474,900 | $12.6M |
| Savant Capital, LLC | 0.06% | Reduce -6.3% | 469,982 | $12.5M |
| Carolina Wealth Advisors, LLC | 5.17% | Reduce -2.8% | 466,341 | $12.4M |
| Robinswood Financial LLC | 3.89% | Reduce -5.7% | 464,464 | $12.4M |
| Fortis Advisors, LLC | 6.19% | Add +116.2% | 464,199 | $12.4M |
| Private Advisor Group, LLC | 0.06% | Add +109.0% | 452,436 | $12.0M |
| ZynergyRetirementPlanningLLC | 7.27% | Add +6.5% | 451,841 | $12.0M |
| Choreo, LLC | 0.14% | Add +672.0% | 437,230 | $11.6M |
| Capital Analysts, LLC | 0.31% | Add +7.6% | 436,792 | $11.6M |
| Wealthcare Capital Management LLC | 1.14% | Add +8.7% | 430,154 | $11.4M |
| Kestra Private Wealth Services, LLC | 0.14% | Add +6.1% | 428,723 | $11.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -1.8% | 425,955 | $11.3M |
| Fifth Third Bancorp | 0.02% | Add +112.7% | 422,223 | $11.2M |
| Vestmark Advisory Solutions, Inc. | 0.12% | Add +310.4% | 414,871 | $11.0M |
| Silver Coast Investments LLC | 3.49% | Add +3.7% | 410,406 | $10.9M |
| Rock Creek Group LLC | 1.10% | No change | 406,932 | $10.8M |
| Westover Capital Advisors, LLC | 1.98% | Add +3.1% | 403,651 | $10.7M |
| Golden Bell Financial Planning LLC | 8.52% | Add +5.9% | 401,701 | $10.7M |
| Brightwater Advisory LLC | 7.03% | Add +9.0% | 399,148 | $10.6M |
| Trajan Wealth LLC | 0.42% | Add +7.4% | 394,348 | $10.5M |
| Farther Finance Advisors, LLC | 0.10% | Add +106.0% | 392,285 | $10.4M |
| VCI Wealth Management LLC | 2.89% | Add +11.2% | 391,470 | $10.4M |
| Frontier Asset Management, LLC | 2.17% | Add +3.1% | 389,009 | $10.4M |
| Northeast Financial Group, Inc. | 2.69% | Add +186.1% | 379,803 | $10.1M |
| OneAscent Financial Services LLC | 0.54% | Add +47.0% | 374,388 | $10.0M |
| McAdam, LLC | 0.45% | Add +4.8% | 373,441 | $9.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.8% | 361,429 | $9.6M |
| Aptus Capital Advisors, LLC | 0.08% | Add +26.1% | 360,327 | $9.6M |
| Two West Capital Advisors LLC | 5.01% | Add +3.9% | 352,559 | $9.5M |
| Peak Financial Management, Inc. | 2.37% | Add +5.9% | 351,526 | $9.4M |
| Amicus Financial Advisors, LLC | 2.57% | Add +2.6% | 351,224 | $9.3M |
| Proffitt & Goodson Inc. | 1.43% | Reduce -37.9% | 346,474 | $9.2M |
| Truist Financial Corp. | 0.01% | Add +12.7% | 344,008 | $9.2M |
| Eq Wealth Advisors, LLC | 5.31% | Reduce -19.7% | 341,629 | $9.1M |
| MPS Loria Financial Planners, LLC | 2.36% | Reduce -20.0% | 336,363 | $9.0M |
| Focus Financial Network, Inc. | 0.32% | Add +3.6% | 336,215 | $8.9M |
| FC Advisory LLC | 2.57% | Add +2.4% | 330,938 | $8.8M |
| Summit Financial, LLC | 0.11% | Add +3.5% | 324,890 | $8.6M |
| Summit Global Investments | 0.51% | Add +1886.9% | 322,298 | $8.6M |
| Bfsg, LLC | 0.81% | Add +0.0% | 320,496 | $8.5M |
| Harbour Investments, Inc. | 0.13% | Add +7.3% | 315,562 | $8.4M |
| MML Investors Services, LLC | 0.02% | Reduce -9.1% | 315,401 | $8.4M |
| Signal Advisors Wealth, LLC | 0.57% | Add +8.3% | 314,714 | $8.4M |
| Signet Investment Advisory Group, Inc. | 3.80% | Add +3.4% | 312,002 | $8.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +35.8% | 311,931 | $8.3M |
| Cambridge Capital Management, LLC | 3.41% | Add +6.0% | 297,813 | $7.9M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +44.9% | 295,152 | $7.9M |
| Bulwark Capital Corp | 4.82% | Add +18.0% | 294,046 | $7.8M |
| Arkadios Wealth Advisors | 0.13% | Add +2654.9% | 287,970 | $7.7M |
| MBE Wealth Management, LLC | 3.18% | Reduce -7.1% | 287,637 | $7.7M |
| Transamerica Financial Advisors, LLC | 0.64% | Reduce -6.5% | 280,432 | $7.5M |
| Kastel Capital Advisors, LLC | 4.49% | No change | 276,404 | $7.3M |
| Charles Schwab Trust Co | 0.47% | Add +8.2% | 272,664 | $7.3M |
| Riverpoint Wealth Management Holdings, LLC | 1.53% | Add +12.1% | 270,587 | $7.2M |
| Procyon Advisors, LLC | 0.35% | Reduce -15.1% | 269,525 | $7.2M |
| Dorato Capital Management | 5.24% | Add +5.5% | 265,696 | $7.1M |
| Citizens Financial Group Inc. | 0.10% | Reduce -3.0% | 262,691 | $7.0M |
| Curran Financial Partners, LLC | 1.25% | Add +189.4% | 262,584 | $7.0M |
| Arvest Investments, Inc. | 0.94% | Add +7.0% | 259,361 | $6.9M |
| Focus Partners Wealth | 0.01% | Add +3.1% | 257,347 | $6.8M |
| Evolve Private Wealth, LLC | 0.37% | Add +12.2% | 256,408 | $6.8M |
| Wealthcare Capital Partners, LLC | 3.12% | Reduce -0.9% | 249,995 | $6.7M |
| Greenspring Advisors, LLC | 0.40% | Add +10.4% | 244,696 | $6.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +42.0% | 236,978 | $6.3M |
| Van Strum & Towne Inc. | 1.84% | Add +1.7% | 236,262 | $6.3M |
| Valmark Advisers, Inc. | 0.07% | Add +3.3% | 230,333 | $6.1M |
| Alpha Omega Wealth Management LLC | 0.99% | Add +1.5% | 229,367 | $6.1M |
| Retirement Management Systems Inc. | 1.45% | Add +2.9% | 226,832 | $6.0M |
| Hoxton Planning & Management, LLC | 1.80% | Add +5.6% | 225,684 | $6.0M |
| EP Wealth Advisors, LLC | 0.03% | Add +1363.8% | 225,438 | $6.0M |
| Vilga Financial Planning LLC | 5.36% | Add +190.7% | 225,316 | $6.0M |
| Retirement Financial Solutions, LLC | 1.71% | New | 225,230 | $6.0M |
| CreativeOne Wealth, LLC | 0.14% | Add +938.5% | 223,954 | $6.0M |
| Vise Technologies, Inc. | 0.12% | No change | 223,779 | $5.9M |
| Seed Wealth Management, Inc. | 4.06% | Add +3.4% | 221,860 | $5.9M |
| AE Wealth Management LLC | 0.03% | Add +335.2% | 220,910 | $5.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +3.1% | 220,447 | $5.9M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -3.4% | 218,630 | $5.8M |
| GenTrust, LLC | 0.25% | Add +76.5% | 218,530 | $5.8M |
| Williams Financial, LLC | 3.35% | Add +0.1% | 216,064 | $5.7M |
| AMG National Trust Bank | 0.12% | Add +15.3% | 210,016 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +13.7% | 207,312 | $5.5M |
| LifePlan Investment Advisors, Inc. | 2.14% | Add +4.0% | 204,939 | $5.5M |
| Rebalance, LLC | 0.32% | Add +1.9% | 204,555 | $5.4M |
| Curbstone Financial Management Corp | 1.04% | Add +3.5% | 204,170 | $5.4M |
| M Wealth Management, LLC | 4.50% | Add +2.6% | 200,672 | $5.3M |
| Theory Financial LLC | 1.86% | Reduce -12.6% | 199,063 | $5.3M |
| Commerce Bank | 0.03% | Add +66.1% | 197,564 | $5.3M |
| Grey Fox Wealth Advisors, LLC | 1.01% | Reduce -2.2% | 197,500 | $5.3M |
| IRON Financial LLC | 2.25% | Reduce -1.3% | 193,500 | $5.1M |
| Waverly Advisors, LLC | 0.04% | Reduce -1.1% | 193,135 | $5.1M |
| Anderson Hoagland & Co. | 0.43% | Add +0.9% | 186,242 | $5.0M |
| Sagace Wealth Management LLC | 3.33% | Add +1.5% | 184,834 | $4.9M |
| Wealthedge Investment Advisors, LLC | 1.77% | Reduce -32.2% | 181,040 | $4.8M |
| Kings Path Partners LLC | 1.65% | Add +0.3% | 180,236 | $4.8M |
| Horizon Financial Services, LLC | 2.11% | Add +33.2% | 179,494 | $4.8M |
| Verde Capital Management | 1.01% | Reduce -5.7% | 178,212 | $4.7M |
| Columbus Macro, LLC | 0.50% | Reduce -15.3% | 176,961 | $4.7M |
| Aviance Capital Partners, LLC | 0.55% | Add +5.4% | 176,930 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +17.1% | 175,353 | $4.7M |
| Range Advisory, LLC | 0.86% | Add +47.5% | 173,323 | $4.6M |
| Mariner, LLC | 0.01% | Add +56.0% | 170,267 | $4.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +408.1% | 168,216 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.8% | 167,418 | $4.5M |
| Exencial Wealth Advisors, LLC | 0.14% | Reduce -1.5% | 166,846 | $4.4M |
| Cambria Investment Management, L.P. | 0.25% | Reduce -4.2% | 167,433 | $4.4M |
| Summit Wealth Group, LLC | 1.01% | Add +2.7% | 165,226 | $4.4M |
| Upper Left Wealth Management, LLC | 2.59% | Add +4.8% | 164,853 | $4.4M |
| Fifth Third Securities, Inc. | 0.28% | Add +6.4% | 163,819 | $4.4M |
| AQR Capital Management | 0.00% | Reduce -0.1% | 162,935 | $4.3M |
| Cloud Capital Management, LLC | 1.86% | Reduce -3.4% | 160,022 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +0.7% | 159,625 | $4.2M |
| Trustmark Bank Trust Department | 0.27% | No change | 158,130 | $4.2M |
| Financial Management, Inc. | 3.93% | Add +4.3% | 157,388 | $4.2M |
| D.A. Davidson & Co. | 0.03% | New | 156,144 | $4.2M |
| Christensen, King & Associates Investment Services, Inc. | 1.77% | Add +0.9% | 154,831 | $4.1M |
| Stifel Financial Corp. | 0.00% | Reduce -5.9% | 153,542 | $4.1M |
| WealthCollab, LLC | 1.66% | Add +8.9% | 151,745 | $4.0M |
| C M Bidwell & Associates Ltd. | 1.86% | Add +6.0% | 149,348 | $4.0M |
| Western Wealth Management, LLC | 0.15% | Add +1623.6% | 144,457 | $3.8M |
| Decker Retirement Planning Inc. | 1.73% | Add +17.3% | 143,728 | $3.8M |
| JTC Employer Solutions Trustee Ltd | 0.32% | No change | 141,964 | $3.8M |
| Alps Advisors Inc. | 0.02% | Add +15.3% | 139,680 | $3.7M |
| Private Client Services, LLC | 1.08% | Add +1.4% | 135,838 | $3.6M |
| Performance Wealth Partners, LLC | 0.10% | Reduce -4.4% | 132,456 | $3.5M |
| Ashton Thomas Private Wealth, LLC | 0.08% | New | 128,493 | $3.4M |
| Lodestar Private Asset Management LLC | 0.33% | Add +1.5% | 125,058 | $3.3M |
| Belpointe Asset Management LLC | 0.12% | Add +106.6% | 124,222 | $3.3M |
| Perigon Wealth Management, LLC | 0.06% | Add +7.8% | 123,521 | $3.3M |
| Red Tortoise LLC | 1.37% | Reduce -0.2% | 122,832 | $3.3M |
| ATLas Financial Planning LLC | 2.91% | Add +5.0% | 122,106 | $3.2M |
| FSA Investment Group, LLC | 1.30% | Add +0.8% | 121,817 | $3.2M |
| Summit Financial Strategies, Inc. | 0.25% | Add +3.7% | 119,355 | $3.2M |
| Wealthspire Retirement, LLC | 0.19% | Add +11.2% | 119,247 | $3.2M |
| Advyzon Investment Management, LLC | 0.28% | Reduce -3.5% | 118,452 | $3.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +34.3% | 118,384 | $3.2M |
| K2 Financial Inc. | 2.29% | Add +5.3% | 117,417 | $3.1M |
| BCGM Wealth Management, LLC | 0.79% | Add +9.1% | 118,297 | $3.1M |
| Savvy Advisors, Inc. | 0.08% | Reduce -5.2% | 117,355 | $3.1M |
| Phillips Financial Management, LLC | 0.22% | Add +2.0% | 114,248 | $3.0M |
| Patten Group, Inc. | 0.52% | Add +19.6% | 112,684 | $3.0M |
| Merit Financial Group, LLC | 0.02% | Add +16.8% | 112,167 | $3.0M |
| Lord & Richards Wealth Management, LLC | 2.52% | Reduce -0.1% | 107,918 | $2.9M |
| Csenge Advisory Group | 0.13% | Add +11.0% | 107,695 | $2.9M |
| RHS Financial, LLC | 1.36% | Add +0.6% | 107,517 | $2.9M |
| Silver Oak Securities, Incorporated | 0.21% | Add +1.0% | 107,255 | $2.9M |
| Maltin Wealth Management, Inc. | 1.09% | Add +3.3% | 106,853 | $2.8M |
| Tran Capital Management, L.P. | 0.38% | Add +2.7% | 104,633 | $2.8M |
| Resonant Capital Advisors, LLC | 0.15% | Reduce -4.8% | 104,527 | $2.8M |
| Exchange Traded Concepts, LLC | 0.02% | Reduce -0.7% | 102,878 | $2.7M |
| Washington Trust Advisors, Inc. | 0.22% | Reduce -4.6% | 101,696 | $2.7M |
| Revisor Wealth Management LLC | 0.74% | Reduce -16.1% | 101,024 | $2.7M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +2.8% | 100,961 | $2.7M |
| Freedom Financial Partners LLC | 0.93% | Add +3.2% | 98,100 | $2.6M |
| WASHINGTON TRUST Co | 0.09% | Reduce -1.2% | 97,742 | $2.6M |
| Seeds Investor LLC | 0.35% | Reduce -38.6% | 96,600 | $2.6M |
| White Lighthouse Investment Management Inc. | 0.36% | Add +3.7% | 96,957 | $2.6M |
| McLean Asset Management Corp | 0.43% | Add +3.7% | 92,688 | $2.5M |
| Manning & Napier Advisors LLC | 0.03% | Add +1966.6% | 91,364 | $2.4M |
| 1620 Investment Advisors, Inc. | 1.64% | Add +1.9% | 91,203 | $2.4M |
| JMG Financial Group, Ltd. | 0.07% | Reduce -0.7% | 91,020 | $2.4M |
| Main Street Financial Solutions, LLC | 0.17% | Add +850.4% | 90,030 | $2.4M |
| Aletheian Wealth Advisors LLC | 1.16% | — | 89,245 | $2.4M |
| Baker Ellis Asset Management LLC | 0.28% | Add +8.9% | 87,880 | $2.3M |
| Veridan Wealth LLC | 0.85% | Reduce -0.4% | 84,973 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -1.1% | 84,686 | $2.3M |
| Coastal Bridge Advisors, LLC | 0.16% | Add +0.5% | 83,932 | $2.2M |
| Fiducient Advisors LLC | 0.29% | Reduce -41.6% | 83,826 | $2.2M |
| Fortis Capital Advisors, LLC | 0.29% | Add +70.0% | 83,390 | $2.2M |
| Abbington Investment Group | 1.29% | No change | 83,085 | $2.2M |
| Flatrock Wealth Partners LLC | 0.98% | Add +0.3% | 82,247 | $2.2M |
| Arcataur Capital Management LLC | 0.61% | Reduce -0.6% | 82,067 | $2.2M |
| Citadel Advisors | 0.00% | New | 81,461 | $2.2M |
| PFC Capital Group, Inc. | 0.95% | Add +5.9% | 81,404 | $2.2M |
| Virtue Capital Management, LLC | 0.33% | Reduce -6.9% | 80,781 | $2.1M |
| IFC & Insurance Marketing, Inc. | 2.20% | Add +90.7% | 79,274 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 78,835 | $2.1M |
| VestGen Advisors, LLC | 0.06% | New | 77,678 | $2.1M |
| Veracity Capital LLC | 0.74% | Add +3.3% | 77,972 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +15.2% | 77,578 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Add +5.7% | 77,359 | $2.1M |
| Maripau Wealth Management LLC | 0.90% | Add +1.6% | 76,674 | $2.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.61% | New | 76,286 | $2.0M |
| United Advisor Group, LLC | 0.25% | Add +13.7% | 75,633 | $2.0M |
| Valpey Financial Services, LLC | 1.30% | Add +1.1% | 75,260 | $2.0M |
| Hengehold Capital Management LLC | 0.17% | Reduce -23.3% | 74,567 | $2.0M |
| Financial Freedom, LLC | 0.97% | No change | 72,868 | $1.9M |
| Breakwater Investment Management | 0.72% | Reduce -0.1% | 72,575 | $1.9M |
| Comprehensive Money Management Services LLC | 1.27% | Add +2.2% | 72,567 | $1.9M |
| Ethos Financial Group, LLC | 0.14% | Reduce -3.6% | 72,056 | $1.9M |
| Physician Wealth Solutions Inc. | 0.79% | Reduce -7.7% | 72,007 | $1.9M |
| Arkansas Financial Group, Inc. | 0.26% | Reduce -2.4% | 70,297 | $1.9M |
| Lloyd Advisory Services, LLC. | 0.53% | Add +6298.2% | 70,060 | $1.9M |
| Kingdom Financial Group LLC. | 0.53% | Add +81365.1% | 70,060 | $1.9M |
| Kingsview Wealth Management, LLC | 0.03% | Add +7.0% | 69,514 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.20% | Add +25.4% | 69,372 | $1.8M |
| American Trust Investment Advisors, LLC | 1.01% | Reduce -1.6% | 68,930 | $1.8M |
| Skyline Advisors, Inc. | 0.64% | Reduce -46.9% | 68,458 | $1.8M |
| Hutchinson Capital Management | 0.33% | Add +11.5% | 68,214 | $1.8M |
| Passive Capital Management, LLC. | 0.54% | Reduce -1.2% | 68,050 | $1.8M |
| Jones Financial Companies LLLP | 0.00% | Add +13.1% | 67,944 | $1.8M |
| Mutual Advisors, LLC | 0.04% | Add +1.6% | 67,468 | $1.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.6% | 67,337 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.12% | Reduce -0.1% | 67,168 | $1.8M |
| HRT Financial LP | 0.00% | New | 66,306 | $1.8M |
| Birch Financial Group, LLC | 1.03% | Reduce -0.3% | 66,126 | $1.8M |
| Smith Partners Wealth Management, LLC | 1.57% | Reduce -28.0% | 65,854 | $1.8M |
| Archvest Wealth Advisors, Inc. | 1.08% | Reduce -1.1% | 62,743 | $1.7M |
| Hyposwiss Advisors SA | 1.64% | Add +1.4% | 62,236 | $1.7M |
| SigFig Wealth Management, LLC | 0.05% | Add +1.2% | 61,917 | $1.6M |
| Fischer Financial Services, Inc. | 0.55% | Add +1.0% | 61,410 | $1.6M |
| Sherman Asset Management, Inc. | 1.49% | Add +11.3% | 60,821 | $1.6M |
| Fulton Breakefield Broenniman LLC | 0.10% | No change | 59,494 | $1.6M |
| Atria Investments, Inc | 0.02% | Reduce -70.7% | 58,293 | $1.6M |
| Soltis Investment Advisors LLC | 0.10% | Reduce -14.4% | 57,831 | $1.5M |
| Lederer & Associates Investment Counsel | 1.08% | No change | 57,130 | $1.5M |
| Blue Fin Capital, Inc. | 0.25% | Reduce -6.4% | 57,050 | $1.5M |
| Cushing Capital Partners, LLC | 1.15% | Add +3.1% | 56,051 | $1.5M |
| Ameritas Advisory Services, LLC | 0.06% | Add +0.8% | 55,316 | $1.5M |
| Independent Advisor Alliance | 0.02% | Add +50.6% | 54,384 | $1.4M |
| Austin Wealth Management, LLC | 0.33% | Reduce -8.0% | 54,117 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +3.2% | 54,213 | $1.4M |
| Bauman Advisory Group, LLC | 1.00% | New | 53,728 | $1.4M |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 53,720 | $1.4M |
| SWS Partners | 0.35% | Add +13.5% | 52,670 | $1.4M |
| Accelerate Investment Advisors LLC | 0.93% | Reduce -8.4% | 52,521 | $1.4M |
| Horizons Wealth Management | 0.90% | Reduce -1.2% | 50,855 | $1.4M |
| High Note Wealth, LLC | 0.26% | Reduce -0.1% | 49,951 | $1.3M |
| Betterment LLC | 0.00% | Add +7.7% | 48,718 | $1.3M |
| Goldstone Financial Group, LLC | 0.14% | New | 48,629 | $1.3M |
| L.K. Benson & Company, P.C. | 0.42% | Reduce -1.3% | 47,656 | $1.3M |
| TrueWealth Advisors, LLC | 0.32% | Reduce -2.7% | 47,056 | $1.3M |
| Websterrogers Financial Advisors, LLC | 0.35% | Add +1.6% | 46,435 | $1.2M |
| Pine Haven Investment Counsel, Inc | 0.90% | Add +8.9% | 45,967 | $1.2M |
| M. Kulyk & Associates, LLC | 0.23% | Add +10.3% | 45,359 | $1.2M |
| Captrust Financial Advisors | 0.00% | Add +212.1% | 45,335 | $1.2M |
| Nwam LLC | 0.07% | Add +5.0% | 45,278 | $1.2M |
| Galvin, Gaustad & Stein, LLC | 0.10% | Reduce -36.1% | 45,229 | $1.2M |
| Hamrick Investment Counsel, llc | 0.66% | Add +25.1% | 44,594 | $1.2M |
| Northern Trust Corp. | 0.00% | Reduce -7.1% | 44,579 | $1.2M |
| Duff & Phelps Investment Management Co. | 0.01% | Reduce -16.7% | 44,520 | $1.2M |
| EverSource Wealth Advisors, LLC | 0.04% | Reduce -4.5% | 44,493 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -3.8% | 44,446 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +33.2% | 43,999 | $1.2M |
| Creative Financial Designs Inc. | 0.07% | Reduce -5.2% | 43,141 | $1.1M |
| SGL Investment Advisors, Inc. | 0.43% | Add +39.1% | 42,119 | $1.1M |
| Leeward Financial Partners, LLC | 0.33% | No change | 41,380 | $1.1M |
| Bigelow Investment Advisors, LLC | 0.44% | Add +6.4% | 40,955 | $1.1M |
| LongView Wealth Management | 0.27% | Reduce -6.7% | 40,295 | $1.1M |
| Maia Wealth LLC | 0.18% | Add +29.9% | 40,668 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +64.7% | 40,457 | $1.1M |
| IHT Wealth Management, LLC | 0.02% | Reduce -0.5% | 39,960 | $1.1M |
| Capital Square, LLC | 0.49% | New | 39,503 | $1.1M |
| LCNB Corp. | 0.35% | No change | 39,362 | $1.0M |
| Old Mission Capital LLC | 0.02% | New | 39,217 | $1.0M |
| Strategic Financial Concepts, LLC | 0.26% | New | 39,057 | $1.0M |
| Fairview Capital Investment Management, LLC | 0.06% | Reduce -3.9% | 38,703 | $1.0M |
| Bakala Capital LLC | 4.86% | No change | 37,984 | $1.0M |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -1.0% | 37,692 | $1.0M |
| Clear Investment Research, LLC | 1.55% | Add +2.7% | 37,296 | $992K |
| Jane Street Group, LLC | 0.00% | New | 37,200 | $990K |
| Howard Bailey Securities, LLC | 0.41% | New | 37,139 | $988K |
| &partners | 0.00% | Add +177.3% | 36,130 | $964K |
| Cahill Financial Advisors Inc. | 0.10% | Reduce -20.0% | 35,863 | $954K |
| True Freedom Investing, LLC | 0.07% | Add +16.9% | 34,711 | $924K |
| Pinkerton Wealth, LLC | 0.08% | Reduce -2.9% | 34,345 | $910K |
| Pacific Capital Wealth Advisors, Inc. | 0.15% | Reduce -33.5% | 34,135 | $908K |
| Nalls Sherbakoff Group, LLC | 0.67% | Reduce -0.2% | 34,110 | $908K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.8% | 34,061 | $906K |
| Allstreet Capital Advisors LLC | 0.67% | Reduce -25.4% | 33,868 | $901K |
| Chapman Financial Group, LLC | 0.64% | Add +4.5% | 33,793 | $899K |
| Mount Lucas Management LP | 0.33% | Add +9.4% | 33,769 | $899K |
| Compound Planning, Inc. | 0.03% | Reduce -6.3% | 33,339 | $887K |
| Citizens National Bank Trust Department | 0.15% | Reduce -13.3% | 33,088 | $880K |
| Smartleaf Asset Management LLC | 0.03% | Add +13.7% | 32,383 | $861K |
| UMB Bank, n.a. | 0.01% | Reduce -5.0% | 32,229 | $858K |
| Friedenthal Financial | 0.43% | Add +0.9% | 32,133 | $855K |
| American Financial Advisors, LLC | 0.11% | Reduce -0.9% | 32,121 | $855K |
| OMNI 360 Wealth, Inc. | 0.44% | Add +1.0% | 31,991 | $851K |
| Key Capital Management, INC | 0.55% | Add +66897.9% | 31,489 | $838K |
| Essential Partners LLC | 0.28% | Add +1.8% | 30,977 | $824K |
| Traub Capital Management LLC | 0.80% | Add +4.5% | 30,494 | $811K |
| First Merchants Corp. | 0.03% | No change | 30,432 | $810K |
| B. Riley Wealth Advisors, Inc. | 0.05% | Add +7.7% | 30,201 | $803K |
| Simplicity Wealth,LLC | 0.04% | New | 29,313 | $780K |
| Asset Allocation Strategies LLC | 0.14% | Add +3.3% | 29,200 | $777K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +16.6% | 29,116 | $775K |
| Granville Capital, Inc. | 0.40% | Add +1.4% | 29,018 | $772K |
| SouthState Bank Corp | 0.04% | New | 28,943 | $770K |
| Plum Street Advisors, LLC | 0.27% | Reduce -9.6% | 28,817 | $767K |
| Factor Wealth Management LTD | 0.14% | Reduce -39.0% | 28,532 | $759K |
| Arete Wealth Advisors, LLC | 0.06% | Reduce -5.1% | 28,289 | $753K |
| Fortis Capital Management LLC | 0.10% | Reduce -8.3% | 28,218 | $751K |
| Joseph P. Lucia & Associates, LLC | 0.27% | Reduce -6.9% | 28,082 | $747K |
| First Heartland Consultants, Inc. | 0.06% | Reduce -66.0% | 28,029 | $746K |
| Center For Asset Management LLC | 0.36% | Add +17.6% | 27,619 | $735K |
| Brookstone Capital Management | 0.01% | Add +19.2% | 27,465 | $731K |
| IFP Advisors, Inc | 0.02% | Add +8.1% | 27,352 | $728K |
| Hayek Kallen Investment Management | 0.24% | New | 27,260 | $725K |
| Anchor Investment Management, LLC | 0.06% | Reduce -8.8% | 27,088 | $721K |
| Arta Finance Wealth Management LLC | 0.36% | Add +1.8% | 27,080 | $720K |
| Prudent Man Advisors, LLC | 0.21% | Add +61.4% | 26,856 | $715K |
| Diversify Wealth Management, LLC | 0.01% | Add +8.2% | 26,300 | $706K |
| Myecfo, LLC | 0.29% | Add +3.9% | 26,488 | $705K |
| Pinnacle Bancorp, Inc. | 0.21% | No change | 26,258 | $699K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 25,563 | $680K |
| LifeWealth Investments, LLC | 0.20% | New | 25,370 | $675K |
| Rakuten Investment Management, Inc. | 0.00% | Add +100.0% | 24,976 | $673K |
| Rinkey Investments | 0.17% | No change | 25,064 | $667K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.4% | 24,640 | $656K |
| Bragg Financial Advisors, Inc | 0.02% | Add +22.8% | 24,621 | $655K |
| DMC Group, LLC | 0.44% | Reduce -3.2% | 24,546 | $653K |
| Facet Wealth, Inc. | 0.01% | Add +125.2% | 24,504 | $652K |
| Viawealth, LLC | 0.36% | Reduce -22.9% | 24,085 | $641K |
| Gateway Wealth Partners, LLC | 0.02% | Add +202.0% | 23,663 | $630K |
| Cambridge Advisors Inc. | 0.12% | Reduce -1.2% | 23,241 | $618K |
| Octavia Wealth Advisors, LLC | 0.06% | Add +28.4% | 23,034 | $613K |
| Prossimo Advisors, LLC | 3.72% | No change | 23,000 | $612K |
| JMN Financial LLC | 0.59% | New | 22,575 | $601K |
| DGS Capital Management, LLC | 0.10% | New | 22,575 | $601K |
| Laraway Financial Advisors Inc | 0.42% | Reduce -2.8% | 22,350 | $595K |
| Opus Financial Solutions LLC | 0.56% | Add +26.6% | 22,306 | $594K |
| Rockefeller Capital Management L.P. | 0.00% | Add +15.7% | 21,697 | $577K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.2% | 21,538 | $573K |
| Shearwater Capital LLC | 0.30% | No change | 21,290 | $567K |
| Brand Asset Management Group, Inc. | 0.15% | Reduce -14.1% | 21,213 | $564K |
| Cwm, LLC | 0.00% | Reduce -6.5% | 21,056 | $560K |
| WT Wealth Management | 0.17% | Add +7.2% | 21,031 | $560K |
| Resolute Capital, LLC | 0.22% | Reduce -9.3% | 20,765 | $553K |
| Summit Trail Advisors, LLC | 0.01% | Add +124.7% | 20,735 | $552K |
| Gradient Capital Advisors, LLC | 0.14% | No change | 20,703 | $551K |
| Integrated Advisors Network LLC | 0.03% | Reduce -72.4% | 20,579 | $548K |
| Wedmont Private Capital | 0.02% | Add +144.6% | 20,449 | $546K |
| Ares Financial Consulting, LLC | 0.43% | Add +320.4% | 20,443 | $543K |
| Krilogy Financial LLC | 0.02% | New | 20,227 | $542K |
| Stewardship Advisors, LLC | 0.12% | Add +8.0% | 20,254 | $539K |
| Vista Capital Partners, Inc. | 0.05% | Add +5.0% | 20,063 | $534K |
| Ascentis Independent Advisors | 0.04% | New | 20,051 | $534K |
| Keener Financial Planning LLC | 0.22% | New | 19,980 | $531K |
| Western Reserve Capital Management, LLC | 0.43% | Reduce -1.9% | 19,778 | $526K |
| Visionary Wealth Advisors | 0.02% | Add +7.9% | 19,723 | $525K |
| Integrity Advisory Solutions, LLC | 0.07% | Add +6.3% | 19,506 | $519K |
| Covestor Ltd | 0.36% | Add +1.4% | 19,288 | $513K |
| HSBC Holdings PLC | 0.00% | New | 19,257 | $512K |
| GTS Securities LLC | 0.02% | Add +30.7% | 19,254 | $512K |
| Graetz Wealth LLC | 0.45% | Add +0.7% | 18,950 | $504K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -0.2% | 18,712 | $498K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -10.5% | 18,671 | $497K |
| Cassady Wealth & Retirement Planning, LLC | 0.26% | Add +2.2% | 18,461 | $496K |
| Gambit Capital Management, LLC | 0.35% | New | 18,546 | $494K |
| Apella Capital, LLC | 0.01% | Reduce -17.0% | 18,335 | $492K |
| Yoder Wealth Management, Inc. | 0.22% | No change | 18,400 | $490K |
| Saxony Capital Management, LLC | 0.28% | Reduce -34.6% | 18,151 | $483K |
| Brighton Jones LLC | 0.01% | New | 18,129 | $482K |
| LifeGoal Investments, LLC | 0.28% | Reduce -28.5% | 18,090 | $480K |
| Oder Investment Management, LLC | 0.37% | Reduce -4.4% | 17,920 | $477K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | Reduce -52.6% | 17,864 | $475K |
| McDonald Partners LLC | 0.11% | Add +90.1% | 17,804 | $474K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -39.3% | 17,509 | $466K |
| Latitude Advisors, LLC | 0.21% | Reduce -1.1% | 17,153 | $456K |
| Farrell Financial LLC | 0.27% | Add +2.1% | 17,140 | $456K |
| Walkner Condon Financial Advisors LLC | 0.06% | Reduce -0.1% | 17,015 | $453K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -4.3% | 16,869 | $449K |
| Geometric Wealth Advisors | 0.06% | Add +18.2% | 16,811 | $447K |
| Guardian Financial Partners, LLC | 0.19% | Add +20.8% | 16,798 | $447K |
| World Investment Advisors | 0.01% | Add +19.3% | 16,708 | $445K |
| Lynx Investment Advisory | 0.21% | Add +2.3% | 16,421 | $437K |
| Coastwise Capital Group, LLC | 0.24% | No change | 16,252 | $432K |
| CoreCap Advisors, LLC | 0.01% | Add +29.0% | 16,002 | $426K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -82.4% | 15,755 | $419K |
| Surience Private Wealth LLC | 0.44% | New | 15,461 | $411K |
| Downshift Financial, LLC | 0.21% | Reduce -42.6% | 15,174 | $408K |
| TD Private Client Wealth LLC | 0.01% | Reduce -1.7% | 15,316 | $408K |
| Sigma Planning Corp | 0.01% | Reduce -9.3% | 15,111 | $402K |
| Corient Private Wealth LP | 0.00% | Reduce -11.1% | 15,253 | $400K |
| North Forty Two & Co. | 0.37% | Add +6.0% | 14,982 | $399K |
| Kondo Wealth Advisors, Inc. | 0.15% | Add +1.0% | 14,566 | $388K |
| Destiny Wealth Partners, LLC | 0.04% | Reduce -11.6% | 14,309 | $381K |
| Barrett & Company, Inc. | 0.13% | Reduce -3.0% | 14,269 | $380K |
| Red Reef Advisors LLC | 0.40% | Add +13.4% | 14,247 | $379K |
| Zhang Financial LLC | 0.01% | No change | 14,167 | $377K |
| Ellenbecker Investment Group | 0.05% | Reduce -14.4% | 13,839 | $368K |
| Compass Capital Corp. /Ma/ | 0.13% | Add +0.6% | 13,749 | $368K |
| NBT Bank, N.A. | 0.02% | Add +14.1% | 13,556 | $361K |
| Curio Wealth, LLC | 0.12% | Reduce -3.0% | 13,538 | $360K |
| Allworth Financial LP | 0.00% | Reduce -26.6% | 13,084 | $348K |
| WJ Financial Advisors LLC | 0.28% | Add +3.9% | 13,015 | $346K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.1% | 12,986 | $346K |
| SRH Advisors, LLC | 0.10% | Reduce -6.0% | 12,950 | $345K |
| Brown Advisory Inc. | 0.00% | No change | 12,881 | $343K |
| Inlight Wealth Management, LLC | 0.13% | Add +10.4% | 12,868 | $342K |
| Spire Wealth Management | 0.01% | Add +20.4% | 12,817 | $341K |
| Park Avenue Securities LLC | 0.00% | Reduce -14.5% | 12,740 | $339K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +9.1% | 12,562 | $335K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | New | 12,590 | $335K |
| Hexagon Capital Partners LLC | 0.05% | New | 12,523 | $333K |
| Blume Capital Management, Inc. | 0.06% | No change | 12,500 | $333K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -7.2% | 12,493 | $332K |
| Rossby Financial, LCC | 0.07% | Add +143.9% | 12,513 | $332K |
| Murphy & Mullick Capital Management Corp | 0.24% | No change | 12,432 | $331K |
| Aspetuck Financial Management LLC | 0.23% | Add +2.5% | 12,400 | $330K |
| Chesapeake Asset Management LLC | 0.26% | Reduce -10.4% | 12,395 | $330K |
| Canandaigua National Corp. | 0.03% | — | 12,354 | $329K |
| WFA of San Diego, LLC | 0.26% | Reduce -2.8% | 12,340 | $328K |
| Mason Investment Advisory Services, Inc. | 0.02% | Reduce -0.7% | 12,310 | $328K |
| Benjamin Edwards Inc. | 0.00% | Reduce -3.3% | 12,237 | $326K |
| Schiavi & Co LLC | 0.09% | No change | 12,015 | $320K |
| Avant Financial Advisors LLC | 0.22% | No change | 11,881 | $316K |
| IVC Wealth Advisors LLC | 0.14% | Reduce -0.2% | 11,867 | $316K |
| MAI Capital Management | 0.00% | Reduce -49.9% | 11,504 | $306K |
| CWC Advisors, LLC. | 0.14% | Reduce -2.1% | 11,368 | $303K |
| Strategic Blueprint, LLC | 0.02% | Reduce -7.8% | 11,233 | $299K |
| Plancorp, LLC | 0.01% | New | 11,155 | $298K |
| PFG Advisors | 0.01% | Reduce -1.9% | 11,169 | $297K |
| Kesler, Norman & Wride, LLC | 0.05% | Add +27.3% | 11,141 | $296K |
| Boomfish Wealth Group, LLC | 0.16% | New | 11,044 | $294K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 11,011 | $293K |
| Rothschild Wealth LLC | 0.03% | Add +0.7% | 10,891 | $290K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.1% | 10,831 | $288K |
| Tempus Wealth Planning, LLC | 0.07% | Add +2.8% | 10,817 | $288K |
| Inman Jager Wealth Management, LLC | 0.17% | No change | 10,807 | $288K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +9.2% | 10,732 | $286K |
| International Private Wealth Advisors LLC | 0.17% | Add +0.5% | 10,664 | $284K |
| Quantinno Capital Management LP | 0.00% | Add +27.4% | 10,626 | $283K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -26.8% | 10,508 | $280K |
| Jackson Hole Capital Partners, LLC | 0.05% | No change | 10,429 | $278K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -8.3% | 10,360 | $276K |
| Bank of Montreal | 0.00% | Reduce -47.6% | 10,327 | $275K |
| Cornerstone Advisors Asset Management, LLC | 0.04% | Reduce -0.0% | 10,305 | $274K |
| Hardin Capital Partners, LLC | 0.13% | No change | 10,295 | $274K |
| FWG Investments, LLC. | 0.17% | New | 10,022 | $267K |
| Compass Ion Advisors, LLC | 0.03% | New | 10,013 | $266K |
| Parkside Financial Bank & Trust | 0.02% | No change | 10,004 | $266K |
| Islay Capital Management, LLC | 0.14% | New | 10,000 | $266K |
| VPR Management LLC | 0.11% | No change | 10,000 | $266K |
| Edgestream Partners, L.P. | 0.01% | Reduce -77.0% | 9,999 | $266K |
| Carter Financial Group, INC. | 0.16% | Reduce -2.6% | 9,931 | $264K |
| Verdence Capital Advisors LLC | 0.02% | Add +13.0% | 9,918 | $264K |
| Capital Investment Advisors, LLC | 0.00% | Add +13.9% | 9,883 | $263K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | Reduce -14.8% | 9,706 | $258K |
| Powell Investment Advisors, LLC | 0.09% | No change | 9,698 | $258K |
| Hippocratic Financial Advisors, LLC | 0.11% | New | 9,688 | $258K |
| Ancora Advisors LLC | 0.01% | Reduce -8.1% | 9,608 | $256K |
| XTX Topco Ltd | 0.00% | New | 9,456 | $252K |
| Atlas Wealth Partners, LLC | 0.26% | Reduce -1.1% | 9,455 | $252K |
| Greenfield Seitz Capital Management, LLC | 0.08% | New | 9,376 | $249K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +19.4% | 9,303 | $248K |
| Alhambra Investment Management LLC | 0.11% | No change | 9,282 | $247K |
| PW Nova Financial Services LLC | 0.07% | Add +10.4% | 9,279 | $247K |
| Integrity Alliance, Llc. | 0.01% | New | 9,185 | $244K |
| Sound Stewardship, LLC | 0.11% | Add +2.2% | 9,092 | $242K |
| Fruth Investment Management | 0.06% | Reduce -25.0% | 9,000 | $239K |
| Tilia Fiduciary Partners, Inc. | 0.13% | Reduce -4.0% | 8,976 | $239K |
| Mayflower Financial Advisors, LLC | 0.03% | New | 8,857 | $236K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.04% | Reduce -5.0% | 8,591 | $229K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | Add +172.0% | 8,590 | $229K |
| Jacobs Equity LLC | 0.20% | Add +6.9% | 8,555 | $228K |
| Goodwin Investment Advisory | 0.27% | Add +11.0% | 8,537 | $227K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -2.0% | 8,510 | $226K |
| Entrewealth, LLC | 0.10% | Add +7.7% | 8,475 | $226K |
| Trust Point Inc. | 0.02% | Reduce -50.6% | 8,444 | $225K |
| Johnson Investment Counsel Inc. | 0.00% | New | 8,435 | $224K |
| Independent Wealth Network Inc. | 0.07% | New | 8,396 | $223K |
| Calton & Associates, Inc. | 0.03% | Reduce -16.1% | 8,342 | $222K |
| Asset One Wealth Management LLC | 0.02% | New | 8,270 | $221K |
| Waterloo Capital, L.P. | 0.02% | Reduce -2.9% | 8,302 | $221K |
| Sowell Financial Services LLC | 0.01% | Reduce -6.2% | 8,245 | $219K |
| Bluedoor Private Wealth, LLC | 0.10% | No change | 8,200 | $218K |
| Brooklyn FI, LLC | 0.05% | No change | 8,192 | $218K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -1.7% | 8,190 | $218K |
| 93 Financial Group, LLC | 0.10% | Reduce -1.1% | 8,107 | $216K |
| Claro Advisors Inc. | 0.03% | New | 8,086 | $215K |
| True Vision MN LLC | 0.11% | Add +0.3% | 8,072 | $215K |
| Berger Financial Group, Inc | 0.01% | Reduce -0.3% | 8,037 | $214K |
| GeoWealth Management, LLC | 0.01% | Add +3.2% | 8,011 | $213K |
| Accurate Wealth Management, LLC | 0.03% | Add +3.1% | 7,917 | $212K |
| Larson Financial Group LLC | 0.01% | Reduce -9.4% | 7,932 | $211K |
| Strategic Investment Advisors / MI | 0.01% | New | 7,926 | $211K |
| Wealth Management Resources, Inc. | 0.07% | No change | 7,894 | $210K |
| SVB Wealth LLC | 0.01% | Reduce -22.3% | 7,743 | $206K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 7,682 | $204K |
| Rwa Wealth Partners, LLC | 0.00% | New | 7,609 | $202K |
| Maridea Wealth Management LLC | 0.03% | Reduce -82.3% | 7,544 | $201K |
| Eagle Bay Advisors LLC | 0.18% | Reduce -91.6% | 7,528 | $200K |
| Cornerstone Planning Group LLC | 0.03% | Add +236.7% | 7,415 | $199K |
| Richardson Financial Services Inc. | 0.12% | Reduce -13.8% | 7,063 | $188K |
| Marshall & Sterling Wealth Advisors Inc. | 0.12% | No change | 6,823 | $182K |
| SHP Wealth Management | 0.01% | Add +148.2% | 6,496 | $173K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 6,384 | $170K |
| Ballast Advisors LLC | 0.05% | Reduce -4.0% | 6,221 | $166K |
| Centaurus Financial, Inc. | 0.01% | New | 5,875 | $156K |
| WPG Advisers, LLC | 0.11% | Reduce -7.7% | 5,543 | $147K |
| Root Financial Partners, LLC | 0.01% | Add +78.6% | 5,389 | $143K |
| AdvisorNet Financial, Inc | 0.01% | No change | 5,010 | $133K |
| AlphaCentric Advisors LLC | 0.13% | Add +13.2% | 4,948 | $132K |
| Parallel Advisors, LLC | 0.00% | Reduce -12.9% | 4,729 | $126K |
| Blair William & Co. | 0.00% | Reduce -2.2% | 4,601 | $122K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,364 | $117K |
| Birchbrook, Inc. | 0.06% | No change | 4,222 | $112K |
| Private Trust Co. NA | 0.01% | No change | 4,213 | $112K |
| Fairscale Capital, LLC | 0.07% | No change | 4,000 | $106K |
| Bogart Wealth, LLC | 0.00% | Reduce -32.9% | 3,935 | $105K |
| Whittier Trust Co. | 0.00% | No change | 3,822 | $102K |
| Paladin Advisory Group, LLC | 0.08% | Reduce -18.6% | 3,825 | $102K |
| Atlas Capital Advisors Inc. | 0.01% | Add +10.9% | 3,808 | $101K |
| First Horizon Corp. | 0.00% | Add +5974.2% | 3,766 | $100K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +78.6% | 3,733 | $99K |
| Quest 10 Wealth Builders, Inc. | 0.09% | Add +5728.1% | 3,730 | $99K |
| Raleigh Capital Management Inc. | 0.03% | Add +1.6% | 3,550 | $94K |
| Silver Grove Financial Group, Inc. | 0.07% | Add +4.4% | 3,487 | $93K |
| MCF Advisors LLC | 0.00% | Reduce -75.1% | 3,425 | $91K |
| Caitlin John, LLC | 0.05% | Reduce -5.5% | 3,330 | $89K |
| Qube Research & Technologies Ltd | 0.00% | Add +101.2% | 3,327 | $89K |
| Key Financial Inc | 0.01% | Reduce -1.5% | 2,888 | $77K |
| Godfrey Financial Associates, Inc. | 0.07% | No change | 2,871 | $76K |
| LFA - Lugano Financial Advisors SA | 0.04% | Reduce -46.6% | 2,882 | $76K |
| Rialto Wealth Management, LLC | 0.02% | No change | 2,792 | $74K |
| Cordant, Inc. | 0.03% | No change | 2,726 | $73K |
| Private Wealth Asset Management, LLC | 0.01% | Reduce -1.4% | 2,671 | $71K |
| Pacifica Partners Inc. | 0.02% | No change | 2,665 | $71K |
| Ashton Thomas Securities, LLC | 0.01% | Reduce -0.7% | 2,449 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,406 | $64K |
| Front Row Advisors LLC | 0.02% | No change | 2,402 | $64K |
| Franklin Resources Inc. | 0.00% | Add +178.6% | 2,340 | $62K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +64.1% | 2,296 | $61K |
| Trust Co. of Toledo NA | 0.01% | No change | 2,200 | $59K |
| Seneschal Advisors, LLC | 0.04% | Reduce -32.1% | 2,116 | $56K |
| Hantz Financial Services, Inc. | 0.00% | Add +382.0% | 2,116 | $56K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 2,072 | $55K |
| Human Investing LLC | 0.01% | New | 1,961 | $52K |
| Pflug Koory, LLC | 0.02% | No change | 1,954 | $52K |
| MidFirst Bank | 0.00% | No change | 1,900 | $51K |
| LGT Financial Advisors LLC | 0.26% | Add +3.2% | 1,887 | $50K |
| Principia Wealth Advisory, LLC | 0.03% | Reduce -25.4% | 1,816 | $48K |
| Investors Research Corp | 0.01% | No change | 1,816 | $48K |
| 3 Factor Indexing, LLC | 0.04% | — | 1,770 | $47K |
| Blue Trust, Inc. | 0.00% | Reduce -65.6% | 1,725 | $46K |
| Bullock Wealth Management Group | 0.02% | No change | 1,727 | $46K |
| Kilter Group LLC | 0.02% | Add +266.0% | 1,636 | $44K |
| Bank of New Hampshire | 0.01% | New | 1,463 | $39K |
| Abound Wealth Management | 0.01% | Reduce -12.9% | 1,423 | $38K |
| Burk Holdings LLC | 0.02% | New | 1,347 | $36K |
| First Community Trust NA | 0.02% | Add +5.0% | 1,260 | $34K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -11.3% | 1,260 | $34K |
| Bravera Wealth | 0.01% | Add +1.1% | 1,242 | $33K |
| Lanark Financial, Inc. | 0.00% | No change | 1,228 | $33K |
| Independence Bank of Kentucky | 0.00% | No change | 1,200 | $32K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,154 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 1,117 | $30K |
| Olistico Wealth, LLC | 0.01% | No change | 1,114 | $30K |
| Delta Asset Management LLC | 0.00% | No change | 1,106 | $29K |
| Smithfield Trust Co | 0.00% | No change | 1,098 | $29K |
| Archer Investment Corp | 0.01% | Add +212.2% | 971 | $26K |
| Founders Financial Alliance, LLC | 0.00% | Add +349.8% | 886 | $24K |
| Clarity Asset Management, Inc. | 0.01% | New | 814 | $22K |
| Golden State Wealth Management, LLC | 0.00% | Add +4100.0% | 798 | $21K |
| WealthShield Partners, LLC | 0.00% | No change | 754 | $20K |
| Sage Mountain Advisors LLC | 0.00% | No change | 686 | $18K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 685 | $18K |
| Addison Advisors LLC | 0.00% | Add +128.9% | 673 | $18K |
| International Assets Investment Management, LLC | 0.00% | No change | 632 | $17K |
| Simplex Trading, LLC | 0.00% | New | 629 | $17K |
| Harbor Investment Advisory, LLC | 0.00% | Add +1675.0% | 568 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | Add +205.5% | 559 | $15K |
| Sunbelt Securities, Inc. | 0.00% | No change | 524 | $14K |
| Pinney & Scofield, Inc. | 0.01% | No change | 515 | $14K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 514 | $14K |
| PlanVest Financial, Inc | 0.01% | — | 497 | $13K |
| Beacon Capital Management, Inc. | 0.00% | New | 497 | $13K |
| S&T Bank | 0.00% | Reduce -76.8% | 490 | $13K |
| Synergy Investment Management, LLC | 0.00% | New | 456 | $12K |
| North Star Investment Management Corp. | 0.00% | No change | 437 | $12K |
| IFG Advisory, LLC | 0.03% | Reduce -98.2% | 400 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +1.5% | 399 | $11K |
| Hoey Investments, Inc. | 0.00% | Add +2.1% | 392 | $10K |
| PFS Partners, LLC | 0.00% | No change | 384 | $10K |
| Toth Financial Advisory Corp. | 0.00% | No change | 376 | $10K |
| Copia Wealth Management | 0.01% | No change | 367 | $10K |
| Longview Financial Advisors, Inc. | 0.01% | New | 340 | $9K |
| Howe & Rusling Inc. | 0.00% | Reduce -91.4% | 324 | $9K |
| United Financial Planning Group LLC | 0.00% | New | 312 | $8K |
| Pinnacle Holdings, LLC | 0.00% | No change | 308 | $8K |
| Networth Advisors, LLC | 0.01% | Add +7500.0% | 304 | $8K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 302 | $8K |
| Clearstead Advisors, LLC | 0.00% | No change | 296 | $8K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -22.9% | 286 | $8K |
| Evolution Wealth Management Inc. | 0.01% | Add +732.4% | 283 | $8K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 280 | $7K |
| Tompkins Financial Corp. | 0.00% | Reduce -4.8% | 275 | $7K |
| AlphaCore Capital LLC | 0.00% | Reduce -49.3% | 244 | $6K |
| REAP Financial Group, LLC | 0.00% | No change | 228 | $6K |
| Strive Financial Group ,LLC | 0.00% | New | 220 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 224 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 216 | $6K |
| Asset Dedication, LLC | 0.00% | New | 211 | $6K |
| Wagner Wealth Management, LLC | 0.00% | Add +1285.7% | 194 | $5K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -49.5% | 191 | $5K |
| Paladin Partners, LLC | 0.00% | No change | 186 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 182 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 178 | $5K |
| HM Payson & Co. | 0.00% | Add +1366.7% | 176 | $5K |
| CDKV Holdings LLC | 0.00% | Reduce -23.6% | 162 | $4K |
| Scarborough Advisors, LLC | 0.00% | New | 162 | $4K |
| Winthrop Capital Management, LLC | 0.00% | No change | 132 | $4K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Reduce -49.5% | 142 | $4K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 141 | $4K |
| BNP Paribas Financial Markets | 0.00% | No change | 138 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 132 | $4K |
| Signature Resources Capital Management, LLC | 0.00% | Add +89.9% | 131 | $3K |
| Kozak & Associates, Inc. | 0.00% | New | 110 | $3K |
| Kelleher Financial Advisors | 0.00% | New | 101 | $3K |
| Graney & King, LLC | 0.00% | Add +13.5% | 101 | $3K |
| Ameriflex Group, Inc. | 0.00% | No change | 98 | $3K |
| Strategic Advisory Partners, LLC | 0.00% | New | 96 | $3K |
| Community Bank, N.A. | 0.00% | New | 96 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -14.3% | 84 | $2K |
| Solstein Capital, LLC | 0.00% | Add +464.3% | 79 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 76 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 68 | $2K |
| Gill Capital Partners, LLC | 0.00% | New | 67 | $2K |
| Financial Consulate, Inc. | 0.00% | Reduce -94.2% | 62 | $2K |
| Princeton Global Asset Management LLC | 0.00% | No change | 42 | $1K |
| HighMark Wealth Management LLC | 0.00% | Reduce -68.8% | 38 | $1K |
| Mather Group, Llc. | 0.00% | New | 38 | $1K |
| Avion Wealth | 0.00% | Reduce -79.0% | 68 | $1K |
| Albion Financial Group | 0.00% | New | 29 | $772 |
| GHP Investment Advisors, Inc. | 0.00% | New | 28 | $746 |
| Creative Capital Management Investments LLC | 0.00% | New | 24 | $639 |
| Financial Management Professionals, Inc. | 0.00% | No change | 24 | $639 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 18 | $487 |
| Triumph Capital Management | 0.00% | Reduce -94.4% | 18 | $479 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 18 | $479 |
| Portus Wealth Advisors, LLC | 0.00% | New | 16 | $426 |
| First Pacific Financial | 0.00% | No change | 14 | $376 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 12 | $320 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 12 | $319 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 12 | $319 |
| Clayton Financial Group LLC | 0.00% | Reduce -23.1% | 10 | $273 |
| Talon Private Wealth, LLC | 0.00% | — | 8 | $201 |
| Meramec Financial Planners, LLC | 0.00% | New | 7 | $196 |
| Evermay Wealth Management LLC | 0.00% | New | 7 | $187 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4 | $107 |
| Southern Michigan Bank & Trust | 0.00% | — | 4 | $106 |
| McIlrath & Eck, LLC | 0.00% | No change | 4 | $106 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $81 |
| Lodestone Wealth Management LLC | 0.00% | No change | 3 | $80 |
| Dunhill Financial, LLC | 0.00% | New | 2 | $53 |
| Capital Advisor Network LLC | 0.00% | — | 1 | $27 |
| 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.