Schwab U.S. Tips ETFSCHPETF
13F holders, Q2 2026 (June 30)789holders +54
96new positions
45sold out
5famous investors
$25.97avg. 13F price*
At the end of Q2 2026, 789 institutions reported holding Schwab U.S. Tips ETF (SCHP) in their 13F filings, up 54 from Q1 2026. 96 opened new positions and 45 sold out. The largest holders were Empower Advisory Group, LLC ($1.5B), Wealthfront Advisers LLC ($935.3M) and JPMorgan Chase & Co. ($741.5M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Jeremy Grantham (0.0% of GMO's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab U.S. Tips ETF
- CUSIP
- 808524870
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 96 | $138.9M |
| Exits | 45 | $201.7M |
All 13F filers, Q1 2026 → Q2 2026: 58,498,002 shares bought and 34,550,965 shares sold, net +23,947,037 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 789 holders
| Empower Advisory Group, LLC | 3.58% | Add +6.7% | 56,682,533 | $1.5B |
| Wealthfront Advisers LLC | 1.80% | Add +3.1% | 35,292,799 | $935.3M |
| JPMorgan Chase & Co. | 0.04% | Add +116.3% | 27,874,223 | $741.5M |
| Municipal Employees' Retirement System of Michigan | 4.74% | No change | 16,188,586 | $429.0M |
| Sei Investments Co. | 0.32% | Add +5.5% | 13,667,827 | $362.2M |
| MAI Capital Management | 1.16% | Add +100216.4% | 11,540,399 | $305.8M |
| Cerity Partners LLC | 0.34% | Add +8.0% | 10,579,829 | $280.4M |
| Lincoln National Corp. | 6.40% | Add +6.0% | 9,439,565 | $250.1M |
| Alliancebernstein L.P. | 0.08% | Reduce -1.5% | 9,287,638 | $247.1M |
| Voya Investment Management LLC | 0.23% | Add +2.5% | 8,798,660 | $233.2M |
| Nepc LLC | 4.12% | Add +4.7% | 8,321,737 | $220.5M |
| CENTRAL TRUST Co | 3.91% | Add +1.2% | 8,151,700 | $216.0M |
| Quadratic Capital Management LLC | 85.31% | Reduce -43.2% | 8,053,035 | $213.4M |
| Alesco Advisors, LLC, An ESL Co | 3.93% | Add +5.7% | 6,468,720 | $171.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +5.0% | 6,295,573 | $166.8M |
| Cerity Partners OCIO LLC | 7.54% | Reduce -0.5% | 5,620,759 | $149.0M |
| UBS Group AG | 0.02% | Reduce -10.8% | 5,313,609 | $140.8M |
| Morgan Stanley | 0.01% | Add +17.7% | 5,068,741 | $134.3M |
| Elm Partners Management LLC | 4.55% | Reduce -40.6% | 4,788,290 | $126.9M |
| US Bancorp \de | 0.11% | Reduce -6.5% | 3,711,923 | $98.4M |
| Beacon Pointe Advisors, LLC | 0.45% | Reduce -0.9% | 3,653,308 | $96.8M |
| Bank of America Corp. | 0.01% | Reduce -68.2% | 3,601,077 | $95.4M |
| Armstrong Advisory Group, Inc. | 5.69% | Add +3.5% | 3,527,518 | $93.5M |
| Ameriprise Financial Inc. | 0.02% | Add +6.1% | 3,427,650 | $90.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 2.52% | Reduce -48.7% | 2,961,382 | $78.5M |
| State Street Corp. | 0.00% | Add +3.5% | 2,958,188 | $78.4M |
| Lutz Financial Services LLC | 3.95% | Add +4.4% | 2,445,014 | $64.8M |
| Bank of New York Mellon Corp | 0.01% | Add +0.3% | 2,429,311 | $64.4M |
| Prime Capital Investment Advisors, LLC | 0.60% | Add +2.5% | 2,323,341 | $61.6M |
| Wealthcare Advisory Partners LLC | 1.05% | Add +47.8% | 2,090,010 | $55.4M |
| Assetmark, Inc. | 0.09% | Reduce -22.9% | 2,072,918 | $54.9M |
| LifeGuide Financial Advisors, LLC | 15.64% | Add +6.8% | 2,072,506 | $54.9M |
| Principal Securities, Inc. | 0.63% | Add +1.5% | 1,978,213 | $52.4M |
| Integrated Wealth Concepts LLC | 0.34% | Add +11.9% | 1,964,331 | $52.1M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Add +12.5% | 1,919,352 | $50.0M |
| Wells Fargo & Company | 0.01% | Add +2.5% | 1,851,168 | $49.1M |
| Diversified Enterprises, LLC | 2.30% | Add +4.2% | 1,795,139 | $47.6M |
| FMR LLC | 0.00% | Add +15.1% | 1,713,651 | $45.4M |
| Kohmann Bosshard Financial Services, LLC | 3.74% | Add +12.0% | 1,664,512 | $44.1M |
| Sumitomo Life Insurance Co. | 0.72% | Add +77.9% | 1,663,100 | $44.1M |
| LPL Financial LLC | 0.01% | Add +9.0% | 1,658,178 | $43.9M |
| BlueSky Wealth Advisors, LLC | 4.98% | Add +7.0% | 1,623,663 | $43.0M |
| Pure Financial Advisors, LLC | 0.54% | Add +4.6% | 1,591,154 | $42.2M |
| Advisory Alpha, LLC | 1.03% | Add +0.1% | 1,580,881 | $41.9M |
| Financial Architects, LLC | 19.92% | Add +3.0% | 1,567,285 | $41.5M |
| Russell Investments Group, Ltd. | 0.04% | No change | 1,528,182 | $40.5M |
| Stephens Group Asset Management, LLC | 2.25% | Add +5.0% | 1,500,238 | $39.8M |
| Garde Capital, Inc. | 1.75% | New | 1,471,972 | $39.0M |
| Pictet Asset Management Holding SA | 0.04% | Add +14.6% | 1,452,500 | $38.5M |
| Matrix Trust Co | 5.01% | Reduce -4.8% | 1,303,643 | $34.5M |
| Creative Planning | 0.02% | Reduce -14.6% | 1,300,206 | $34.5M |
| Raymond James Financial Inc. | 0.01% | Add +10.4% | 1,270,321 | $33.7M |
| Altfest L J & Co. Inc. | 2.85% | Add +3.5% | 1,108,301 | $29.4M |
| Foster & Motley Inc. | 1.34% | Add +12.1% | 1,101,719 | $29.2M |
| Savant Capital, LLC | 0.08% | Add +132.4% | 1,092,235 | $28.9M |
| Prentice Wealth Management LLC | 5.86% | Add +4.2% | 1,071,634 | $28.4M |
| Joseph Group Capital Management | 5.82% | Add +0.6% | 1,045,552 | $27.7M |
| Avior Wealth Management, LLC | 0.71% | Add +3.1% | 1,013,405 | $26.9M |
| Cetera Investment Advisers | 0.02% | Reduce -0.1% | 1,000,075 | $26.5M |
| Seneca Financial Advisors LLC | 6.87% | Add +7.9% | 998,768 | $26.5M |
| Tortoise Investment Management, LLC | 1.93% | Add +5.3% | 978,659 | $25.9M |
| Citigroup Inc. | 0.01% | Add +2.5% | 899,338 | $23.8M |
| Arax Advisory Partners | 0.15% | Add +5.3% | 828,847 | $22.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -25.7% | 795,641 | $21.1M |
| Fund Evaluation Group, LLC | 0.54% | No change | 748,000 | $19.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -52.4% | 743,051 | $19.7M |
| Navalign, LLC | 4.48% | Add +4.8% | 726,108 | $19.2M |
| Tandemgrowth Financial Advisors LLC | 15.27% | Add +3.9% | 705,091 | $18.7M |
| Modera Wealth Management, LLC | 0.20% | Reduce -0.8% | 695,863 | $18.4M |
| Tidal Investments LLC | 0.04% | Reduce -17.1% | 663,627 | $17.5M |
| Sage Financial Group Inc. | 0.96% | Add +5.2% | 656,690 | $17.4M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.3% | 646,079 | $17.1M |
| Allen Capital Group, LLC | 1.38% | Reduce -0.1% | 633,025 | $16.8M |
| Carnegie Investment Counsel | 0.33% | Reduce -2.0% | 623,683 | $16.5M |
| Asset Management Group, Inc. | 2.40% | Reduce -0.1% | 618,196 | $16.4M |
| Fifth Third Bancorp | 0.03% | Add +42.0% | 599,589 | $15.9M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +1.9% | 594,606 | $15.8M |
| McAdam, LLC | 0.61% | Add +58.7% | 592,741 | $15.7M |
| Prairiewood Capital, LLC | 4.01% | Add +8.7% | 583,810 | $15.5M |
| CCG Wealth Management, LLC | 3.57% | New | 580,465 | $15.4M |
| Greenline Partners, LLC | 1.48% | Reduce -5.6% | 548,168 | $14.5M |
| Renaissance Technologies | 0.02% | Add +11.7% | 530,600 | $14.1M |
| Marotta Asset Management | 2.33% | Add +5.3% | 534,371 | $14.0M |
| Osaic Holdings, Inc. | 0.02% | Add +24.2% | 528,943 | $14.0M |
| Grove Street Fiduciary, LLC | 5.89% | Reduce -0.6% | 526,590 | $14.0M |
| FDx Advisors, Inc. | 4.19% | Reduce -3.3% | 524,025 | $13.9M |
| Wealthspire Advisors, LLC | 0.07% | Add +2.9% | 492,881 | $13.1M |
| Roble, Belko & Company, Inc | 1.40% | Reduce -8.3% | 488,303 | $12.9M |
| ALM First Financial Advisors, LLC | 2.18% | Reduce -14.4% | 487,500 | $12.9M |
| Capital Analysts, LLC | 0.30% | Add +11.3% | 486,183 | $12.9M |
| ZynergyRetirementPlanningLLC | 6.81% | Add +4.9% | 473,970 | $12.6M |
| Carolina Wealth Advisors, LLC | 4.91% | Add +1.4% | 472,871 | $12.5M |
| Robinswood Financial LLC | 3.56% | Add +0.9% | 468,805 | $12.4M |
| Fortis Advisors, LLC | 5.81% | Add +0.8% | 468,102 | $12.4M |
| Manning & Napier Advisors LLC | 0.15% | Add +379.3% | 437,861 | $11.6M |
| Choreo, LLC | 0.13% | Add +0.1% | 437,820 | $11.6M |
| Altiora Financial Group, LLC | 1.82% | Reduce -14.0% | 435,988 | $11.6M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +46.7% | 433,064 | $11.5M |
| Wealthcare Capital Management LLC | 1.09% | Add +0.4% | 432,020 | $11.4M |
| Golden Bell Financial Planning LLC | 8.38% | Add +7.0% | 429,976 | $11.4M |
| Silver Coast Investments LLC | 3.38% | Add +4.5% | 428,837 | $11.4M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -1.0% | 424,543 | $11.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +78.5% | 423,069 | $11.2M |
| Westover Capital Advisors, LLC | 1.84% | Add +3.8% | 418,819 | $11.1M |
| Trajan Wealth LLC | 0.42% | Add +5.8% | 417,385 | $11.1M |
| Rock Creek Group LLC | 1.09% | No change | 406,932 | $10.8M |
| Signal Advisors Wealth, LLC | 0.56% | Add +29.1% | 406,222 | $10.8M |
| Brightwater Advisory LLC | 6.73% | Add +0.6% | 401,658 | $10.6M |
| OneAscent Financial Services LLC | 0.51% | Add +6.8% | 399,721 | $10.6M |
| Proffitt & Goodson Inc. | 1.45% | Add +14.9% | 398,250 | $10.6M |
| Aptus Capital Advisors, LLC | 0.08% | Add +9.3% | 393,772 | $10.4M |
| Frontier Asset Management, LLC | 1.86% | Add +0.6% | 391,369 | $10.4M |
| VCI Wealth Management LLC | 2.58% | Reduce -0.7% | 388,909 | $10.3M |
| Two West Capital Advisors LLC | 4.99% | Add +8.7% | 383,217 | $10.0M |
| MML Investors Services, LLC | 0.02% | Add +19.5% | 376,801 | $10.0M |
| Farther Finance Advisors, LLC | 0.08% | Reduce -4.5% | 374,596 | $9.9M |
| Focus Financial Network, Inc. | 0.30% | Add +9.6% | 368,427 | $9.8M |
| Peak Financial Management, Inc. | 2.24% | Add +4.6% | 367,655 | $9.7M |
| Truist Financial Corp. | 0.01% | Add +3.1% | 354,765 | $9.4M |
| Summit Global Investments | 0.51% | Add +8.4% | 349,362 | $9.3M |
| Amicus Financial Advisors, LLC | 2.24% | Reduce -1.8% | 344,759 | $9.1M |
| Bfsg, LLC | 0.81% | Add +7.1% | 343,128 | $9.1M |
| MPS Loria Financial Planners, LLC | 2.08% | Add +1.4% | 341,000 | $9.0M |
| FC Advisory LLC | 2.39% | Add +2.7% | 339,902 | $9.0M |
| Arvest Investments, Inc. | 1.09% | Add +30.8% | 339,269 | $9.0M |
| Summit Financial, LLC | 0.10% | Add +3.1% | 334,843 | $8.9M |
| Bulwark Capital Corp | 4.99% | Add +13.7% | 334,258 | $8.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.9% | 333,367 | $8.8M |
| Envision Financial Planning, LLC | 2.87% | New | 332,888 | $8.8M |
| Virginia Estate & Retirement Planning Advisors Inc. | 10.49% | New | 8,707,371 | $8.7M |
| Harbour Investments, Inc. | 0.12% | Add +2.5% | 323,361 | $8.6M |
| Atria Investments, Inc | 0.08% | Add +446.2% | 318,381 | $8.4M |
| Signet Investment Advisory Group, Inc. | 3.65% | Add +0.3% | 312,810 | $8.3M |
| GenTrust, LLC | 0.32% | Add +42.2% | 310,845 | $8.2M |
| Cambridge Capital Management, LLC | 3.11% | Add +3.8% | 309,007 | $8.2M |
| Vestmark Advisory Solutions, Inc. | 0.08% | Reduce -27.2% | 302,005 | $8.0M |
| Riverpoint Wealth Management Holdings, LLC | 1.47% | Add +11.3% | 301,276 | $8.0M |
| Arkadios Wealth Advisors | 0.12% | Add +3.1% | 296,810 | $7.9M |
| MBE Wealth Management, LLC | 2.73% | Add +2.0% | 293,532 | $7.8M |
| Kastel Capital Advisors, LLC | 4.88% | Add +4.9% | 289,935 | $7.7M |
| Eq Wealth Advisors, LLC | 4.07% | Reduce -18.2% | 279,578 | $7.4M |
| Commerce Bank | 0.03% | Add +38.5% | 273,564 | $7.2M |
| Charles Schwab Trust Co | 0.40% | Reduce 0.0% | 272,663 | $7.2M |
| Vise Technologies, Inc. | 0.08% | Add +21.4% | 271,634 | $7.2M |
| Evolve Private Wealth, LLC | 0.44% | Add +5.3% | 269,956 | $7.2M |
| Dorato Capital Management | 4.81% | Add +1.7% | 270,159 | $7.1M |
| Transamerica Financial Advisors, LLC | 0.60% | Reduce -4.8% | 267,114 | $7.1M |
| Range Advisory, LLC | 0.84% | Add +53.5% | 266,088 | $7.1M |
| SG Americas Securities, LLC | 0.00% | New | 260,482 | $6.9M |
| Vilga Financial Planning LLC | 5.19% | Add +14.8% | 258,660 | $6.9M |
| Greenspring Advisors, LLC | 0.38% | Add +5.5% | 258,064 | $6.8M |
| Wealthcare Capital Partners, LLC | 2.81% | Add +2.8% | 256,955 | $6.8M |
| Kiker Wealth Management, LLC | 2.60% | New | 251,901 | $6.7M |
| Procyon Advisors, LLC | 0.29% | Reduce -7.2% | 250,174 | $6.6M |
| Citizens Financial Group Inc. | 0.08% | Reduce -6.2% | 246,337 | $6.5M |
| Retirement Management Systems Inc. | 1.32% | Add +7.4% | 243,577 | $6.5M |
| Van Strum & Towne Inc. | 1.76% | Add +2.9% | 243,202 | $6.4M |
| Retirement Financial Solutions, LLC | 1.58% | Add +7.7% | 242,636 | $6.4M |
| Valmark Advisers, Inc. | 0.07% | Add +2.8% | 236,754 | $6.3M |
| Theory Financial LLC | 1.97% | Add +18.3% | 235,393 | $6.2M |
| Williams Financial, LLC | 3.18% | Add +7.6% | 232,547 | $6.2M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -36.0% | 231,348 | $6.1M |
| Hoxton Planning & Management, LLC | 1.59% | Add +1.7% | 229,507 | $6.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +4.5% | 228,489 | $6.1M |
| AMG National Trust Bank | 0.12% | Add +8.0% | 226,715 | $6.0M |
| Alpha Omega Wealth Management LLC | 0.88% | Reduce -5.2% | 217,362 | $5.8M |
| Rebalance, LLC | 0.30% | Add +6.2% | 217,193 | $5.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -2.2% | 215,543 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +3.7% | 214,965 | $5.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +22.4% | 214,705 | $5.7M |
| Grey Fox Wealth Advisors, LLC | 0.86% | Add +5.0% | 207,460 | $5.5M |
| Curbstone Financial Management Corp | 0.93% | Add +1.3% | 206,870 | $5.5M |
| M Wealth Management, LLC | 4.24% | Add +1.6% | 203,863 | $5.4M |
| LifePlan Investment Advisors, Inc. | 1.79% | Reduce -4.1% | 196,586 | $5.2M |
| Aviance Capital Partners, LLC | 0.54% | Add +10.2% | 194,939 | $5.2M |
| Horizon Financial Services, LLC | 1.91% | Add +4.7% | 188,009 | $5.0M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.9% | 187,465 | $5.0M |
| Sagace Wealth Management LLC | 3.05% | Reduce -1.4% | 182,285 | $4.8M |
| D.A. Davidson & Co. | 0.03% | Add +16.1% | 181,230 | $4.8M |
| Columbus Macro, LLC | 0.47% | Add +2.4% | 181,199 | $4.8M |
| Kings Path Partners LLC | 1.26% | Reduce -0.6% | 179,141 | $4.7M |
| First Heartland Consultants, Inc. | 0.31% | Add +536.6% | 178,440 | $4.7M |
| Decker Retirement Planning Inc. | 1.56% | Add +20.3% | 172,963 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +7.4% | 171,441 | $4.5M |
| Cambria Investment Management, L.P. | 0.22% | Add +3.1% | 172,592 | $4.5M |
| Western Wealth Management, LLC | 0.15% | Add +18.3% | 170,937 | $4.5M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -24.2% | 170,794 | $4.5M |
| Upper Left Wealth Management, LLC | 2.51% | Add +3.5% | 170,701 | $4.5M |
| RHS Financial, LLC | 1.82% | Add +58.8% | 170,680 | $4.5M |
| Stifel Financial Corp. | 0.00% | Add +10.9% | 170,297 | $4.5M |
| Verde Capital Management | 0.83% | Reduce -4.9% | 169,442 | $4.5M |
| Fifth Third Securities, Inc. | 0.25% | Add +2.8% | 168,353 | $4.5M |
| Summit Wealth Group, LLC | 0.91% | Add +1.9% | 168,327 | $4.5M |
| Financial Management, Inc. | 3.64% | Add +6.4% | 167,507 | $4.4M |
| Wealthedge Investment Advisors, LLC | 1.48% | Reduce -9.6% | 163,724 | $4.3M |
| WealthCollab, LLC | 1.57% | Add +7.5% | 163,102 | $4.3M |
| Abbington Investment Group | 2.70% | Add +92.5% | 159,941 | $4.2M |
| Seed Wealth Management, Inc. | 2.68% | Reduce -28.1% | 159,565 | $4.2M |
| Trustmark Bank Trust Department | 0.25% | No change | 158,130 | $4.2M |
| Cloud Capital Management, LLC | 1.52% | Reduce -1.6% | 157,416 | $4.2M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.0% | 155,689 | $4.1M |
| IRON Financial LLC | 1.70% | Reduce -19.9% | 155,075 | $4.1M |
| GMO | 0.01% | New | 153,741 | $4.1M |
| AQR Capital Management | 0.00% | Reduce -6.4% | 152,530 | $4.0M |
| Anderson Hoagland & Co. | 0.32% | Reduce -18.2% | 152,263 | $4.0M |
| Christensen, King & Associates Investment Services, Inc. | 1.59% | Reduce -2.5% | 150,935 | $4.0M |
| C M Bidwell & Associates Ltd. | 1.59% | Reduce -1.4% | 147,238 | $3.9M |
| Quadrature Capital Ltd | 0.03% | New | 146,893 | $3.9M |
| AE Wealth Management LLC | 0.02% | Reduce -34.9% | 143,731 | $3.8M |
| Csenge Advisory Group | 0.15% | Add +32.0% | 142,198 | $3.8M |
| JTC Employer Solutions Trustee Ltd | 0.30% | No change | 141,964 | $3.8M |
| Phillips Financial Management, LLC | 0.27% | Add +22.7% | 140,168 | $3.7M |
| Noble Wealth Partners LLC | 3.22% | — | 139,899 | $3.7M |
| Perigon Wealth Management, LLC | 0.06% | Add +13.0% | 139,605 | $3.7M |
| Wealthspire Retirement, LLC | 0.20% | Add +15.8% | 138,091 | $3.7M |
| Performance Wealth Partners, LLC | 0.09% | Reduce -0.4% | 131,947 | $3.5M |
| Private Client Services, LLC | 0.91% | Reduce -3.3% | 131,389 | $3.5M |
| Goldstone Financial Group, LLC | 0.32% | Add +168.9% | 130,782 | $3.5M |
| Lodestar Private Asset Management LLC | 0.30% | Add +3.6% | 129,504 | $3.4M |
| ATLas Financial Planning LLC | 2.78% | Add +5.9% | 129,270 | $3.4M |
| Advyzon Investment Management, LLC | 0.25% | Add +8.9% | 129,025 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +0.3% | 128,855 | $3.4M |
| NewEdge Advisors, LLC | 0.01% | Add +62.1% | 125,424 | $3.3M |
| BCGM Wealth Management, LLC | 0.70% | Add +5.2% | 124,444 | $3.3M |
| Curran Financial Partners, LLC | 0.49% | Reduce -52.9% | 123,738 | $3.3M |
| K2 Financial Inc. | 2.29% | Add +5.3% | 123,621 | $3.3M |
| Maltin Wealth Management, Inc. | 1.07% | Add +13.2% | 120,991 | $3.2M |
| Baker Ellis Asset Management LLC | 0.33% | Add +37.7% | 120,980 | $3.2M |
| Patten Group, Inc. | 0.50% | Add +7.1% | 120,699 | $3.2M |
| Summit Financial Strategies, Inc. | 0.22% | Add +0.9% | 120,481 | $3.2M |
| Focus Partners Wealth | 0.00% | Reduce -53.7% | 119,123 | $3.2M |
| BIP Wealth, LLC | 0.09% | New | 118,940 | $3.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -30.3% | 117,238 | $3.1M |
| Mariner, LLC | 0.00% | Reduce -32.1% | 115,539 | $3.1M |
| Merit Financial Group, LLC | 0.02% | Add +2.5% | 114,910 | $3.0M |
| Lord & Richards Wealth Management, LLC | 2.37% | Add +5.8% | 114,213 | $3.0M |
| Flatrock Wealth Partners LLC | 1.15% | Add +34.9% | 110,950 | $2.9M |
| Savvy Advisors, Inc. | 0.06% | Reduce -5.8% | 110,536 | $2.9M |
| Belpointe Asset Management LLC | 0.10% | Reduce -11.1% | 110,434 | $2.9M |
| Silver Oak Securities, Incorporated | 0.18% | Add +1.5% | 108,855 | $2.9M |
| Eagle Bay Advisors LLC | 2.09% | Add +1302.0% | 105,546 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +53.8% | 104,482 | $2.8M |
| Washington Trust Advisors, Inc. | 0.20% | No change | 101,696 | $2.7M |
| Resonant Capital Advisors, LLC | 0.13% | Reduce -2.9% | 101,548 | $2.7M |
| J.W. Cole Advisors, Inc. | 0.05% | New | 100,817 | $2.7M |
| Tran Capital Management, L.P. | 0.30% | Reduce -5.0% | 99,399 | $2.6M |
| White Lighthouse Investment Management Inc. | 0.33% | Add +2.3% | 99,176 | $2.6M |
| Exchange Traded Concepts, LLC | 0.01% | Reduce -3.7% | 99,098 | $2.6M |
| Freedom Financial Partners LLC | 0.85% | Add +0.0% | 98,101 | $2.6M |
| Revisor Wealth Management LLC | 0.62% | Reduce -3.5% | 97,478 | $2.6M |
| VestGen Advisors, LLC | 0.08% | Add +24.0% | 96,302 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -19.0% | 95,921 | $2.5M |
| Ausdal Financial Partners, Inc. | 0.10% | Reduce -5.3% | 95,605 | $2.5M |
| JMG Financial Group, Ltd. | 0.06% | Add +2.9% | 93,648 | $2.5M |
| WASHINGTON TRUST Co | 0.08% | Reduce -4.6% | 93,283 | $2.5M |
| Northern Trust Corp. | 0.00% | Add +107.9% | 92,688 | $2.5M |
| 1620 Investment Advisors, Inc. | 1.51% | Add +0.9% | 92,062 | $2.4M |
| Seeds Investor LLC | 0.25% | Reduce -5.1% | 91,679 | $2.4M |
| Coastal Bridge Advisors, LLC | 0.15% | Add +8.2% | 90,808 | $2.4M |
| Comprehensive Money Management Services LLC | 1.51% | Add +24.6% | 90,456 | $2.4M |
| Aletheian Wealth Advisors LLC | 1.02% | Add +1.1% | 90,263 | $2.4M |
| Simplicity Wealth,LLC | 0.08% | Add +203.6% | 88,991 | $2.4M |
| National Bank of Canada | 0.00% | Add +0.6% | 85,190 | $2.3M |
| Main Street Financial Solutions, LLC | 0.14% | Reduce -5.4% | 85,146 | $2.3M |
| PFC Capital Group, Inc. | 0.87% | Add +4.4% | 84,954 | $2.3M |
| Fiducient Advisors LLC | 0.32% | Add +1.2% | 84,803 | $2.2M |
| IFC & Insurance Marketing, Inc. | 1.97% | Add +6.7% | 84,565 | $2.2M |
| Fortis Capital Advisors, LLC | 0.25% | Add +1.4% | 84,548 | $2.2M |
| Nomura Asset Management International Inc. | 0.00% | New | 82,426 | $2.2M |
| Maripau Wealth Management LLC | 0.77% | Add +5.9% | 81,181 | $2.2M |
| Northeast Planning Associates, Inc. / NH / | 1.61% | New | 87,361 | $2.2M |
| Veracity Capital LLC | 0.58% | Add +4.0% | 81,100 | $2.1M |
| Arcataur Capital Management LLC | 0.53% | Reduce -1.4% | 80,942 | $2.1M |
| Mutual Advisors, LLC | 0.04% | Add +19.8% | 80,845 | $2.1M |
| Tailwinds Wealth, LLC | 1.24% | New | 78,969 | $2.1M |
| United Advisor Group, LLC | 0.22% | Add +3.9% | 78,609 | $2.1M |
| Econ Financial Services Corp | 0.95% | New | 77,125 | $2.0M |
| Valpey Financial Services, LLC | 1.20% | Add +1.3% | 76,217 | $2.0M |
| McLean Asset Management Corp | 0.27% | Reduce -16.5% | 77,362 | $2.0M |
| Hengehold Capital Management LLC | 0.16% | Add +1.7% | 75,838 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.06% | Reduce -4.0% | 74,508 | $2.0M |
| Hutchinson Capital Management | 0.34% | Add +8.3% | 73,860 | $2.0M |
| Archvest Wealth Advisors, Inc. | 1.13% | Add +17.6% | 73,790 | $2.0M |
| Financial Freedom, LLC | 0.89% | Add +0.7% | 73,385 | $1.9M |
| SeaCrest Wealth Management, LLC | 0.21% | Add +5.3% | 73,046 | $1.9M |
| Birch Financial Group, LLC | 0.99% | Add +10.2% | 72,847 | $1.9M |
| Kingsview Wealth Management, LLC | 0.02% | Add +4.7% | 72,790 | $1.9M |
| Physician Wealth Solutions Inc. | 0.72% | No change | 72,007 | $1.9M |
| Pathstone Holdings, LLC | 0.01% | New | 71,931 | $1.9M |
| Veratis Advisors, Inc. | 1.32% | — | 70,531 | $1.9M |
| Passive Capital Management, LLC. | 0.57% | Add +1.2% | 68,868 | $1.8M |
| Ethos Financial Group, LLC | 0.12% | Reduce -4.4% | 68,895 | $1.8M |
| Braun-Bostich & Associates Inc. | 1.00% | Add +0.9% | 67,772 | $1.8M |
| Breakwater Investment Management | 0.60% | Reduce -8.4% | 66,492 | $1.8M |
| Bauman Advisory Group, LLC | 0.92% | Add +22.6% | 65,870 | $1.7M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.5% | 64,977 | $1.7M |
| American Trust Investment Advisors, LLC | 0.85% | Reduce -6.0% | 64,825 | $1.7M |
| CIBC Bancorp USA Inc. | 0.00% | New | 63,987 | $1.7M |
| Hyposwiss Advisors SA | 1.60% | Add +2.4% | 63,736 | $1.7M |
| SigFig Wealth Management, LLC | 0.04% | Add +2.2% | 63,295 | $1.7M |
| Toronto Dominion Bank | 0.00% | New | 63,027 | $1.7M |
| Duff & Phelps Investment Management Co. | 0.02% | Add +41.5% | 63,020 | $1.7M |
| Fischer Financial Services, Inc. | 0.41% | Add +1.3% | 62,235 | $1.6M |
| Edgestream Partners, L.P. | 0.05% | Add +518.3% | 61,823 | $1.6M |
| Austin Wealth Management, LLC | 0.34% | Add +12.7% | 60,984 | $1.6M |
| Virtue Capital Management, LLC | 0.21% | Reduce -25.3% | 60,370 | $1.6M |
| Arkansas Financial Group, Inc. | 0.21% | Reduce -15.2% | 59,649 | $1.6M |
| Fulton Breakefield Broenniman LLC | 0.09% | Reduce -0.4% | 59,279 | $1.6M |
| Betterment LLC | 0.00% | Add +17.8% | 57,364 | $1.5M |
| Cushing Capital Partners, LLC | 1.04% | Add +2.0% | 57,166 | $1.5M |
| Lederer & Associates Investment Counsel | 1.00% | No change | 57,130 | $1.5M |
| Blue Fin Capital, Inc. | 0.22% | Reduce -0.6% | 56,699 | $1.5M |
| a16z Perennial Management, L.P. | 0.12% | New | 56,000 | $1.5M |
| Accelerate Investment Advisors LLC | 0.81% | Add +1.6% | 53,387 | $1.4M |
| SWS Partners | 0.30% | Add +0.9% | 53,146 | $1.4M |
| Soltis Investment Advisors LLC | 0.08% | Reduce -10.2% | 51,917 | $1.4M |
| Strategic Financial Planning, Inc. | 0.72% | New | 51,734 | $1.4M |
| SGL Investment Advisors, Inc. | 0.47% | Add +23.0% | 51,824 | $1.3M |
| High Note Wealth, LLC | 0.23% | Add +0.2% | 50,046 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -89.0% | 49,929 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +22.5% | 49,549 | $1.3M |
| Websterrogers Financial Advisors, LLC | 0.33% | Add +5.7% | 49,090 | $1.3M |
| Advisory Services Network, LLC | 0.01% | Add +11.5% | 49,057 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -38.0% | 48,853 | $1.3M |
| Pine Haven Investment Counsel, Inc | 0.85% | Add +3.9% | 47,757 | $1.3M |
| TrueWealth Advisors, LLC | 0.28% | Add +0.4% | 47,262 | $1.3M |
| Creative Financial Designs Inc. | 0.06% | Add +8.1% | 46,612 | $1.2M |
| Nwam LLC | 0.06% | Add +2.0% | 46,203 | $1.2M |
| Independent Advisor Alliance | 0.03% | Reduce -15.5% | 45,977 | $1.2M |
| Bigelow Investment Advisors, LLC | 0.43% | Add +10.4% | 45,229 | $1.2M |
| Galvin, Gaustad & Stein, LLC | 0.09% | Reduce -0.2% | 45,154 | $1.2M |
| FSA Investment Group, LLC | 0.39% | Reduce -63.0% | 45,023 | $1.2M |
| Two Sigma Securities, LLC | 0.10% | New | 44,895 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -17.3% | 44,848 | $1.2M |
| L.K. Benson & Company, P.C. | 0.36% | Reduce -6.3% | 44,662 | $1.2M |
| M. Kulyk & Associates, LLC | 0.19% | Reduce -3.4% | 43,797 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -19.3% | 43,341 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.02% | Reduce -3.6% | 42,840 | $1.1M |
| Fort Washington Investment Advisors Inc. | 0.01% | Add +9.9% | 41,430 | $1.1M |
| Leeward Financial Partners, LLC | 0.29% | No change | 41,380 | $1.1M |
| Roundview Capital LLC | 0.06% | New | 41,238 | $1.1M |
| Ridgewood Investments LLC | 0.40% | New | 40,717 | $1.1M |
| Cape Cod Five Cents Savings Bank | 0.09% | — | 40,351 | $1.1M |
| Smith Partners Wealth Management, LLC | 0.85% | Reduce -39.0% | 40,148 | $1.1M |
| Citadel Advisors | 0.00% | Reduce -50.9% | 40,003 | $1.1M |
| Fairview Capital Investment Management, LLC | 0.06% | Add +3.2% | 39,938 | $1.1M |
| Stockman Wealth Management, Inc. | 0.11% | New | 39,715 | $1.1M |
| LCNB Corp. | 0.32% | No change | 39,362 | $1.0M |
| Bakala Capital LLC | 4.56% | Add +3.3% | 39,247 | $1.0M |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -13.6% | 38,425 | $1.0M |
| Strategic Financial Concepts, LLC | 0.30% | Reduce -2.0% | 38,288 | $1.0M |
| Coppell Advisory Solutions LLC | 0.08% | New | 2,593 | $1.0M |
| Western Reserve Capital Management, LLC | 0.74% | Add +90.5% | 37,668 | $998K |
| Lansing Street Advisors | 0.21% | New | 37,588 | $996K |
| Hamrick Investment Counsel, llc | 0.66% | Reduce -15.8% | 37,556 | $995K |
| Pinkerton Wealth, LLC | 0.08% | Add +6.8% | 36,668 | $976K |
| Clear Investment Research, LLC | 1.51% | Reduce -1.7% | 36,667 | $972K |
| Sherman Asset Management, Inc. | 0.74% | Reduce -41.1% | 35,803 | $949K |
| Cahill Financial Advisors Inc. | 0.09% | Reduce -0.5% | 35,685 | $946K |
| Kingdom Financial Group LLC. | 0.24% | Reduce -50.0% | 35,038 | $928K |
| True Freedom Investing, LLC | 0.07% | Reduce -0.2% | 34,649 | $922K |
| Allstreet Capital Advisors LLC | 0.60% | Add +2.0% | 34,557 | $916K |
| Mount Lucas Management LP | 0.33% | Add +2.0% | 34,456 | $913K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.0% | 34,399 | $912K |
| Diversify Advisory Services, LLC | 0.02% | New | 34,933 | $910K |
| Diversify Wealth Management, LLC | 0.02% | Add +32.8% | 34,933 | $910K |
| OMNI 360 Wealth, Inc. | 0.42% | Add +6.4% | 34,046 | $902K |
| Brookstone Capital Management | 0.01% | Add +23.3% | 33,851 | $897K |
| Nuveen, LLC | 0.00% | New | 33,165 | $879K |
| Nalls Sherbakoff Group, LLC | 0.62% | Reduce -3.0% | 33,096 | $877K |
| UMB Bank, n.a. | 0.01% | Add +2.1% | 32,919 | $872K |
| Global Retirement Partners, LLC | 0.01% | — | 32,637 | $865K |
| Smartleaf Asset Management LLC | 0.03% | No change | 32,383 | $861K |
| Citizens National Bank Trust Department | 0.13% | Reduce -2.3% | 32,344 | $857K |
| Skyline Advisors, Inc. | 0.26% | Reduce -54.0% | 31,528 | $835K |
| Friedenthal Financial | 0.39% | Reduce -1.9% | 31,527 | $835K |
| &partners | 0.00% | Reduce -13.3% | 31,312 | $830K |
| Alps Advisors Inc. | 0.00% | Reduce -77.8% | 31,065 | $823K |
| Pacific Capital Wealth Advisors, Inc. | 0.12% | Reduce -9.0% | 31,058 | $823K |
| Granville Capital, Inc. | 0.37% | Add +6.5% | 30,889 | $819K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Add +1.7% | 30,710 | $817K |
| IFP Advisors, Inc | 0.01% | Add +12.1% | 30,670 | $813K |
| Foundations Investment Advisors, LLC | 0.01% | New | 30,542 | $809K |
| First Merchants Corp. | 0.03% | No change | 30,432 | $806K |
| Traub Capital Management LLC | 0.72% | Reduce -0.8% | 30,261 | $802K |
| LongView Wealth Management | 0.21% | Reduce -25.0% | 30,204 | $800K |
| Captrust Financial Advisors | 0.00% | Reduce -33.6% | 30,087 | $797K |
| Zhang Financial LLC | 0.02% | Add +109.5% | 29,678 | $786K |
| Center For Asset Management LLC | 0.35% | Add +7.2% | 29,614 | $785K |
| Capital Investment Advisory Services, LLC | 0.05% | Add +1.5% | 29,550 | $783K |
| Arta Finance Wealth Management LLC | 0.34% | Add +10.0% | 29,783 | $783K |
| American Financial Advisors, LLC | 0.09% | Reduce -8.1% | 29,528 | $782K |
| Freestone Capital Holdings, LLC | 0.02% | New | 29,512 | $782K |
| Chapman Financial Group, LLC | 0.52% | Reduce -12.8% | 29,450 | $780K |
| SouthState Bank Corp | 0.03% | No change | 28,943 | $767K |
| Asset Allocation Strategies LLC | 0.12% | Reduce -1.1% | 28,878 | $765K |
| Essential Partners LLC | 0.35% | Reduce -6.8% | 28,862 | $765K |
| PFG Investments, LLC | 0.03% | New | 28,638 | $759K |
| Fairlight Advisors | 0.61% | — | 28,241 | $748K |
| Opus Financial Solutions LLC | 0.60% | Add +26.6% | 28,236 | $748K |
| Islay Capital Management, LLC | 0.35% | Add +180.0% | 28,000 | $742K |
| Prudent Man Advisors, LLC | 0.17% | Add +4.2% | 27,971 | $741K |
| Arete Wealth Advisors, LLC | 0.05% | Reduce -1.9% | 27,744 | $735K |
| Vista Capital Partners, Inc. | 0.06% | Add +32.6% | 26,611 | $705K |
| Pinnacle Bancorp, Inc. | 0.18% | No change | 26,258 | $696K |
| Joseph P. Lucia & Associates, LLC | 0.21% | Reduce -7.5% | 25,974 | $688K |
| Wealth Forward, LLC | 0.34% | New | 25,936 | $687K |
| Anchor Investment Management, LLC | 0.05% | Reduce -4.3% | 25,929 | $687K |
| Plum Street Advisors, LLC | 0.22% | Reduce -10.3% | 25,835 | $685K |
| 49 Wealth Management, LLC | 0.13% | New | 25,677 | $680K |
| Alongside, LLC | 0.13% | — | 25,677 | $680K |
| Hayek Kallen Investment Management | 0.21% | Reduce -5.8% | 25,671 | $680K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Reduce -0.3% | 25,475 | $675K |
| Viawealth, LLC | 0.34% | Add +5.8% | 25,473 | $675K |
| Rinkey Investments | 0.16% | Add +0.8% | 25,252 | $669K |
| Fortis Capital Management LLC | 0.07% | Reduce -12.5% | 24,703 | $655K |
| Myecfo, LLC | 0.25% | Reduce -6.9% | 24,668 | $654K |
| Bragg Financial Advisors, Inc | 0.02% | No change | 24,621 | $652K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.3% | 24,557 | $651K |
| Plancorp, LLC | 0.02% | Add +121.5% | 24,714 | $647K |
| Gambit Capital Management, LLC | 0.37% | Add +29.6% | 24,036 | $637K |
| IFG Advisory, LLC | 0.02% | Add +5713.8% | 23,255 | $616K |
| Cambridge Advisors Inc. | 0.11% | No change | 23,241 | $616K |
| Integrity Advisory Solutions, LLC | 0.06% | Add +18.6% | 23,141 | $613K |
| DMC Group, LLC | 0.42% | Reduce -6.0% | 23,062 | $611K |
| Prossimo Advisors, LLC | 3.52% | No change | 23,000 | $610K |
| Compass Financial Management LLC | 0.07% | — | 22,966 | $609K |
| Lido Advisors, LLC | 0.00% | New | 22,937 | $608K |
| Octavia Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 22,934 | $608K |
| JMN Financial LLC | 0.47% | No change | 22,575 | $598K |
| Quantinno Capital Management LP | 0.00% | Add +110.9% | 22,411 | $594K |
| Laraway Financial Advisors Inc | 0.36% | Reduce -0.5% | 22,245 | $589K |
| Resolute Capital, LLC | 0.20% | Add +4.6% | 21,721 | $576K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -0.0% | 21,690 | $575K |
| Krilogy Financial LLC | 0.02% | Add +6.0% | 21,440 | $568K |
| WT Wealth Management | 0.16% | Add +1.6% | 21,379 | $567K |
| Shearwater Capital LLC | 0.27% | No change | 21,290 | $564K |
| Brand Asset Management Group, Inc. | 0.12% | Reduce -0.6% | 21,096 | $559K |
| Stewardship Advisors, LLC | 0.12% | Add +3.3% | 20,921 | $554K |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 0.04% | Add +16.8% | 20,865 | $553K |
| Covestor Ltd | 0.32% | Add +7.9% | 20,812 | $552K |
| Ancora Advisors LLC | 0.01% | Add +116.3% | 20,784 | $551K |
| Summit Trail Advisors, LLC | 0.01% | Add +0.2% | 20,769 | $550K |
| Gradient Capital Advisors, LLC | 0.13% | Add +0.1% | 20,727 | $549K |
| Ares Financial Consulting, LLC | 0.39% | Add +1.0% | 20,654 | $547K |
| Corient Private Wealth LP | 0.00% | Add +33.7% | 20,387 | $540K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | Reduce -5.6% | 20,330 | $539K |
| Graetz Wealth LLC | 0.42% | Add +5.3% | 19,963 | $529K |
| Visionary Wealth Advisors | 0.02% | Add +0.4% | 19,795 | $525K |
| Cassady Wealth & Retirement Planning, LLC | 0.24% | Add +6.8% | 19,708 | $522K |
| Howard Bailey Securities, LLC | 0.19% | Reduce -47.5% | 19,498 | $517K |
| Coastwise Capital Group, LLC | 0.30% | Add +19.9% | 19,488 | $516K |
| Moors & Cabot, Inc. | 0.02% | New | 19,382 | $514K |
| HSBC Holdings PLC | 0.00% | No change | 19,257 | $510K |
| Mason & Associates Inc | 0.08% | New | 19,241 | $510K |
| Key Capital Management, INC | 0.26% | Reduce -39.3% | 19,121 | $507K |
| Park Avenue Securities LLC | 0.00% | Add +49.6% | 19,061 | $505K |
| Boomfish Wealth Group, LLC | 0.23% | Add +70.5% | 18,826 | $499K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +0.3% | 18,723 | $496K |
| Fiduciary Trust Co | 0.01% | New | 18,723 | $496K |
| McDonald Partners LLC | 0.12% | Add +4.9% | 18,676 | $495K |
| Kroeger Financial Partners | 0.48% | — | 18,554 | $492K |
| Apella Capital, LLC | 0.01% | Add +1.9% | 18,675 | $490K |
| Yoder Wealth Management, Inc. | 0.19% | No change | 18,400 | $488K |
| Brighton Jones LLC | 0.01% | Add +0.8% | 18,282 | $484K |
| WealthPlan Investment Management, LLC | 0.02% | Reduce -2.4% | 18,273 | $484K |
| World Investment Advisors | 0.01% | Add +9.1% | 18,224 | $484K |
| Oder Investment Management, LLC | 0.32% | Add +0.3% | 17,968 | $476K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +6.3% | 17,937 | $475K |
| LifeWealth Investments, LLC | 0.13% | Reduce -29.5% | 17,889 | $474K |
| Barrett & Company, Inc. | 0.13% | Add +25.3% | 17,882 | $474K |
| Latitude Advisors, LLC | 0.19% | Add +3.9% | 17,813 | $472K |
| Wealthgarden F.S. LLC | 0.27% | New | 17,656 | $468K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.2% | 17,546 | $465K |
| Farrell Financial LLC | 0.25% | Add +1.1% | 17,327 | $459K |
| Lynx Investment Advisory | 0.15% | Add +5.3% | 17,288 | $458K |
| Sigma Planning Corp | 0.01% | Add +14.2% | 17,259 | $457K |
| Fi3 FINANCIAL ADVISORS, LLC | 0.11% | Reduce -97.3% | 13,074 | $455K |
| Walkner Condon Financial Advisors LLC | 0.05% | No change | 17,015 | $451K |
| TD Private Client Wealth LLC | 0.01% | Add +11.0% | 16,996 | $450K |
| Aspetuck Financial Management LLC | 0.26% | Add +35.9% | 16,850 | $447K |
| Maloon Powers Pitre Higgins & Dennehy, LLC | 0.15% | — | 16,530 | $438K |
| IHT Wealth Management, LLC | 0.01% | Reduce -59.2% | 16,313 | $432K |
| Allworth Financial LP | 0.00% | Add +22.4% | 16,011 | $424K |
| Integrated Advisors Network LLC | 0.02% | Reduce -22.2% | 16,007 | $424K |
| Rakuten Investment Management, Inc. | 0.00% | Reduce -36.5% | 15,853 | $422K |
| Guardian Financial Partners, LLC | 0.16% | Reduce -5.5% | 15,881 | $421K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -33.0% | 15,850 | $420K |
| Liberty Capital Management, Inc. | 0.07% | — | 15,752 | $417K |
| SHP Wealth Management | 0.03% | Add +142.0% | 15,722 | $417K |
| North Forty Two & Co. | 0.35% | Add +4.0% | 15,582 | $413K |
| Kwmg, LLC | 0.03% | New | 15,413 | $408K |
| HB Wealth Management, LLC | 0.00% | New | 15,375 | $407K |
| Kondo Wealth Advisors, Inc. | 0.14% | Add +5.4% | 15,356 | $407K |
| Affinity Capital Advisors, LLC | 0.05% | New | 15,345 | $404K |
| Red Reef Advisors LLC | 0.37% | Add +6.7% | 15,195 | $403K |
| Downshift Financial, LLC | 0.18% | No change | 15,174 | $402K |
| Geometric Wealth Advisors | 0.04% | Reduce -10.5% | 15,041 | $399K |
| Compass Capital Corp. /Ma/ | 0.13% | Add +8.4% | 14,906 | $387K |
| Montgomery Financial Services LLC | 0.33% | — | 14,476 | $384K |
| Waterloo Capital, L.P. | 0.02% | Add +74.3% | 14,472 | $384K |
| Petra Financial Advisors Inc. | 0.18% | New | 14,267 | $378K |
| Surience Private Wealth LLC | 0.33% | Reduce -7.8% | 14,261 | $378K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +12.8% | 14,173 | $372K |
| LifeGoal Investments, LLC | 0.17% | Reduce -23.0% | 13,926 | $369K |
| Inlight Wealth Management, LLC | 0.12% | Add +7.1% | 13,780 | $365K |
| Integrity Alliance, Llc. | 0.01% | Add +48.1% | 13,604 | $361K |
| NBT Bank, N.A. | 0.02% | No change | 13,556 | $359K |
| Entrewealth, LLC | 0.13% | Add +59.0% | 13,478 | $349K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.8% | 13,096 | $347K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -76.5% | 13,006 | $345K |
| Benjamin Edwards Inc. | 0.00% | Add +6.2% | 12,989 | $344K |
| Aire Advisors, LLC | 0.06% | New | 12,960 | $343K |
| WJ Financial Advisors LLC | 0.25% | Reduce -0.8% | 12,915 | $342K |
| Curio Wealth, LLC | 0.11% | Reduce -4.9% | 12,877 | $341K |
| Stash Investments, LLC | 0.11% | New | 12,829 | $340K |
| IVC Wealth Advisors LLC | 0.13% | Add +7.2% | 12,720 | $337K |
| Blume Capital Management, Inc. | 0.05% | No change | 12,500 | $331K |
| CoreCap Advisors, LLC | 0.01% | Reduce -22.1% | 12,465 | $330K |
| Hippocratic Financial Advisors, LLC | 0.12% | Add +27.8% | 12,376 | $328K |
| Hexagon Capital Partners LLC | 0.05% | Reduce -1.6% | 12,327 | $327K |
| SRH Advisors, LLC | 0.08% | Reduce -5.0% | 12,300 | $326K |
| Canandaigua National Bank & Trust Co. | 0.03% | — | 12,284 | $326K |
| Brown Advisory Inc. | 0.00% | Reduce -5.3% | 12,198 | $323K |
| Avant Financial Advisors LLC | 0.20% | Add +2.0% | 12,123 | $321K |
| Murphy & Mullick Capital Management Corp | 0.20% | Reduce -2.8% | 12,080 | $320K |
| Tempus Wealth Planning, LLC | 0.06% | Add +11.6% | 12,076 | $320K |
| Ascent Group, LLC | 0.01% | New | 12,056 | $319K |
| Global Assets Advisory, LLC | 0.07% | New | 12,130 | $319K |
| Schiavi & Co LLC | 0.08% | No change | 12,015 | $318K |
| Greenleaf Trust | 0.00% | New | 12,000 | $318K |
| Asset One Wealth Management LLC | 0.03% | Add +45.5% | 12,031 | $315K |
| Rothschild Wealth LLC | 0.03% | Add +8.8% | 11,854 | $314K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -5.4% | 11,817 | $313K |
| International Private Wealth Advisors LLC | 0.16% | Add +9.7% | 11,701 | $310K |
| CWC Advisors, LLC. | 0.14% | Add +1.9% | 11,590 | $307K |
| Country Trust Bank | 0.01% | New | 11,559 | $306K |
| Strategic Blueprint, LLC | 0.02% | Add +2.8% | 11,547 | $306K |
| Natixis Advisors, LLC | 0.00% | New | 11,525 | $305K |
| Rossby Financial, LCC | 0.06% | Reduce -8.9% | 11,401 | $302K |
| Rwa Wealth Partners, LLC | 0.00% | Add +49.3% | 11,357 | $301K |
| Kesler, Norman & Wride, LLC | 0.05% | Add +1.9% | 11,350 | $301K |
| Verdence Capital Advisors LLC | 0.02% | Add +13.7% | 11,279 | $299K |
| Compound Planning, Inc. | 0.01% | Reduce -66.3% | 11,219 | $297K |
| Facet Wealth, Inc. | 0.00% | Reduce -54.2% | 11,213 | $297K |
| WFA of San Diego, LLC | 0.24% | Reduce -7.6% | 11,404 | $296K |
| Carter Financial Group, INC. | 0.15% | Add +11.8% | 11,102 | $294K |
| Maridea Wealth Management LLC | 0.03% | Add +44.8% | 10,920 | $289K |
| Mason Investment Advisory Services, Inc. | 0.01% | Reduce -11.7% | 10,870 | $288K |
| Opal Wealth Advisors, LLC | 0.06% | New | 10,828 | $287K |
| Inman Jager Wealth Management, LLC | 0.15% | No change | 10,807 | $286K |
| Brewster Financial Planning LLC | 0.15% | New | 10,492 | $278K |
| Spire Wealth Management | 0.01% | Reduce -18.4% | 10,460 | $277K |
| Evolution Advisers, Inc. | 0.10% | New | 10,474 | $277K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +35.5% | 10,405 | $276K |
| Cornerstone Advisors Asset Management, LLC | 0.04% | Add +0.8% | 10,383 | $275K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -0.5% | 10,306 | $273K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -4.7% | 10,229 | $271K |
| Compass Ion Advisors, LLC | 0.02% | Add +2.1% | 10,226 | $271K |
| Fisher Asset Management | 0.00% | New | 10,222 | $271K |
| Hardin Capital Partners, LLC | 0.13% | Reduce -1.0% | 10,195 | $271K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.0% | 10,178 | $270K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.4% | 10,146 | $269K |
| Wealth Enhancement Trust Services, Inc. | 0.03% | Add +17.9% | 10,128 | $268K |
| VPR Management LLC | 0.11% | No change | 10,000 | $265K |
| Sensible Money, LLC | 0.07% | New | 9,897 | $262K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 9,888 | $262K |
| Mgo One Seven LLC | 0.00% | New | 9,871 | $262K |
| Leonard Rickey Investment Advisors P.L.L.C. | 0.04% | Add +14.5% | 9,840 | $261K |
| Powell Investment Advisors, LLC | 0.08% | Add +1.2% | 9,817 | $260K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -95.7% | 9,742 | $258K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | No change | 9,706 | $257K |
| Asset Dedication, LLC | 0.02% | Add +4442.2% | 9,584 | $254K |
| Leavell Investment Management, Inc. | 0.01% | New | 9,522 | $252K |
| Independent Wealth Network Inc. | 0.06% | Add +13.0% | 9,488 | $251K |
| Centaurus Financial, Inc. | 0.01% | Add +60.3% | 9,416 | $250K |
| Insigneo Advisory Services, LLC | 0.01% | New | 9,386 | $249K |
| Alhambra Investment Management LLC | 0.11% | No change | 9,282 | $246K |
| Lifeworks Advisors, LLC | 0.03% | New | 9,270 | $246K |
| Bank of Montreal | 0.00% | Reduce -10.3% | 9,265 | $246K |
| Sound Stewardship, LLC | 0.10% | Add +1.7% | 9,245 | $245K |
| Koshinski Asset Management, Inc. | 0.01% | Reduce -12.4% | 9,202 | $244K |
| PW Nova Financial Services LLC | 0.05% | Reduce -1.6% | 9,131 | $242K |
| Fruth Investment Management | 0.06% | No change | 9,000 | $238K |
| HRT Financial LP | 0.00% | Reduce -86.5% | 8,927 | $236K |
| Calton & Associates, Inc. | 0.03% | Add +6.1% | 8,850 | $235K |
| Johnson Investment Counsel Inc. | 0.00% | Add +3.3% | 8,709 | $231K |
| Trust Point Inc. | 0.02% | Add +2.5% | 8,651 | $229K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | Add +35.3% | 8,640 | $229K |
| United Capital Financial Advisors, LLC | 0.00% | Add +5.3% | 8,625 | $229K |
| AlphaCore Capital LLC | 0.00% | Add +3426.2% | 8,604 | $228K |
| Trademark Financial Management, LLC | 0.09% | New | 8,531 | $226K |
| Global Wealth Management Investment Advisory, Inc. | 0.03% | Reduce -32.5% | 8,505 | $225K |
| 93 Financial Group, LLC | 0.09% | Add +3.5% | 8,390 | $222K |
| Mayflower Financial Advisors, LLC | 0.02% | Reduce -5.7% | 8,357 | $221K |
| Goodwin Investment Advisory | 0.45% | Reduce -2.3% | 8,340 | $221K |
| GeoWealth Management, LLC | 0.01% | Add +3.9% | 8,324 | $221K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -2.4% | 8,302 | $220K |
| Greenfield Seitz Capital Management, LLC | 0.07% | Reduce -11.4% | 8,302 | $220K |
| Brooklyn FI, LLC | 0.04% | Add +2.4% | 8,388 | $219K |
| Wedmont Private Capital | 0.01% | Reduce -59.2% | 8,351 | $219K |
| Tilia Fiduciary Partners, Inc. | 0.10% | Reduce -8.5% | 8,213 | $218K |
| Bluedoor Private Wealth, LLC | 0.09% | No change | 8,200 | $217K |
| Strategic Investment Advisors / MI | 0.01% | Add +2.6% | 8,136 | $216K |
| PFG Advisors | 0.01% | Reduce -27.3% | 8,118 | $215K |
| Sowell Financial Services LLC | 0.01% | Reduce -1.8% | 8,093 | $214K |
| Claro Advisors Inc. | 0.02% | Reduce -0.6% | 8,040 | $213K |
| Atlas Wealth Partners, LLC | 0.23% | Reduce -15.9% | 7,950 | $211K |
| Berger Financial Group, Inc | 0.01% | Reduce -1.2% | 7,944 | $211K |
| Wealth Management Resources, Inc. | 0.06% | No change | 7,894 | $209K |
| Jacobs Equity LLC | 0.14% | Reduce -8.8% | 7,800 | $207K |
| Aspire Capital Advisors LLC | 0.04% | New | 7,797 | $207K |
| Moneco Advisors, LLC | 0.01% | New | 7,710 | $204K |
| RCS Financial Planning, LLC | 0.10% | New | 7,601 | $201K |
| Ritholtz Wealth Management | 0.00% | New | 7,568 | $201K |
| Larson Financial Group LLC | 0.01% | Reduce -6.8% | 7,389 | $196K |
| Richardson Financial Services Inc. | 0.11% | Add +0.6% | 7,104 | $188K |
| Ballast Advisors LLC | 0.04% | Add +12.1% | 6,976 | $185K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Add +1.2% | 6,903 | $183K |
| Atlas Capital Advisors Inc. | 0.02% | Add +78.5% | 6,797 | $180K |
| Hazlett, Burt & Watson, Inc. | 0.05% | New | 6,537 | $173K |
| Cornerstone Planning Group LLC | 0.02% | Reduce -14.0% | 6,376 | $167K |
| IMA Advisory Services, Inc. | 0.01% | New | 6,157 | $163K |
| AdvisorNet Financial, Inc | 0.01% | Add +22.8% | 6,152 | $163K |
| WPG Advisers, LLC | 0.09% | Add +3.2% | 5,719 | $152K |
| Golden State Wealth Management, LLC | 0.01% | Add +607.8% | 5,648 | $150K |
| AlphaCentric Advisors LLC | 0.12% | Add +4.2% | 5,157 | $137K |
| Raleigh Capital Management Inc. | 0.04% | Add +39.1% | 4,940 | $131K |
| Chesapeake Asset Management LLC | 0.10% | Reduce -61.3% | 4,796 | $127K |
| City Holding Co. | 0.01% | New | 4,600 | $122K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 4,364 | $116K |
| Blair William & Co. | 0.00% | Reduce -7.5% | 4,258 | $113K |
| Private Trust Co. NA | 0.01% | No change | 4,213 | $112K |
| Concord Wealth Partners | 0.01% | New | 4,143 | $110K |
| Fairscale Capital, LLC | 0.06% | No change | 4,000 | $106K |
| Bogart Wealth, LLC | 0.00% | No change | 3,935 | $104K |
| Bessemer Group Inc. | 0.00% | New | 3,914 | $104K |
| Paladin Advisory Group, LLC | 0.07% | No change | 3,825 | $101K |
| First Horizon Corp. | 0.00% | No change | 3,766 | $100K |
| Parallel Advisors, LLC | 0.00% | Reduce -20.6% | 3,756 | $100K |
| Continuum Advisory, LLC | 0.01% | New | 3,650 | $97K |
| Birchbrook, Inc. | 0.05% | Reduce -14.0% | 3,632 | $96K |
| Silver Grove Financial Group, Inc. | 0.05% | Add +2.5% | 3,576 | $95K |
| MCF Advisors LLC | 0.00% | No change | 3,425 | $91K |
| Physician Wealth Advisors, Inc. | 0.01% | Reduce -8.4% | 3,420 | $91K |
| Caitlin John, LLC | 0.05% | No change | 3,330 | $88K |
| Howe & Rusling Inc. | 0.00% | Add +817.9% | 2,974 | $79K |
| Godfrey Financial Associates, Inc. | 0.06% | No change | 2,871 | $76K |
| Ellevest, Inc. | 0.01% | New | 40,115 | $75K |
| Geneos Wealth Management Inc. | 0.00% | Add +869.6% | 2,773 | $73K |
| Cordant, Inc. | 0.03% | Add +0.2% | 2,732 | $72K |
| Rialto Wealth Management, LLC | 0.01% | Reduce -2.7% | 2,717 | $72K |
| Private Wealth Asset Management, LLC | 0.01% | Add +1.0% | 2,698 | $71K |
| Pacifica Partners Inc. | 0.02% | No change | 2,665 | $70K |
| Whittier Trust Co. | 0.00% | Reduce -32.7% | 2,572 | $68K |
| Glen Eagle Advisors, LLC | 0.01% | Add +0.0% | 2,407 | $64K |
| Front Row Advisors LLC | 0.02% | No change | 2,402 | $62K |
| Quest 10 Wealth Builders, Inc. | 0.05% | Reduce -40.6% | 2,217 | $59K |
| Ashton Thomas Securities, LLC | 0.01% | Reduce -9.7% | 2,212 | $59K |
| Blue Trust, Inc. | 0.00% | Add +27.8% | 2,205 | $58K |
| Trust Co. of Toledo NA | 0.00% | No change | 2,200 | $58K |
| Cape Investment Advisory, Inc. | 0.01% | New | 2,110 | $56K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | No change | 2,072 | $55K |
| Lloyd Advisory Services, LLC. | 0.02% | Reduce -97.1% | 2,044 | $54K |
| Oakmont Advisory Group, LLC | 0.04% | New | 1,963 | $52K |
| Pflug Koory, LLC | 0.02% | Add +0.3% | 1,960 | $52K |
| Principia Wealth Advisory, LLC | 0.03% | Add +7.4% | 1,950 | $52K |
| Kilter Group LLC | 0.02% | Add +18.5% | 1,939 | $51K |
| Seneschal Advisors, LLC | 0.03% | Reduce -10.0% | 1,904 | $50K |
| Bank of New Hampshire | 0.01% | Add +30.0% | 1,902 | $50K |
| MidFirst Bank | 0.00% | No change | 1,900 | $50K |
| LGT Financial Advisors LLC | 0.26% | No change | 1,887 | $50K |
| Investors Research Corp | 0.01% | No change | 1,816 | $48K |
| Bullock Wealth Management Group | 0.02% | No change | 1,727 | $45K |
| Synergy Investment Management, LLC | 0.01% | Add +253.9% | 1,614 | $42K |
| MTM Investment Management, LLC | 0.01% | New | 1,569 | $42K |
| TOP Private Wealth LLC. | 0.04% | — | 1,447 | $38K |
| Vanguard Advisers Inc. | 0.00% | New | 1,399 | $37K |
| Burk Holdings LLC | 0.01% | No change | 1,347 | $36K |
| Founders Financial Alliance, LLC | 0.00% | Add +50.9% | 1,337 | $35K |
| Bravera Wealth | 0.01% | Add +1.6% | 1,262 | $33K |
| Lanark Financial, Inc. | 0.00% | No change | 1,228 | $33K |
| Salem Investment Counselors Inc. | 0.00% | Add +5.2% | 1,214 | $32K |
| Independence Bank of Kentucky | 0.00% | No change | 1,200 | $32K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -4.9% | 1,198 | $32K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +506.8% | 1,159 | $31K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +1.2% | 1,130 | $30K |
| Delta Asset Management LLC | 0.00% | No change | 1,106 | $29K |
| Smithfield Trust Co | 0.00% | No change | 1,098 | $29K |
| Franklin Resources Inc. | 0.00% | Reduce -55.2% | 1,048 | $28K |
| Blueline Advisors LLC | 0.02% | New | 1,018 | $27K |
| First Community Trust NA | 0.01% | Reduce -22.1% | 982 | $26K |
| Archer Investment Corp | 0.01% | Add +0.4% | 975 | $26K |
| Institute for Wealth Management, LLC. | 0.00% | New | 943 | $25K |
| Addison Advisors LLC | 0.01% | Add +39.5% | 939 | $25K |
| Simplex Trading, LLC | 0.00% | Add +47.1% | 925 | $25K |
| Sage Mountain Advisors LLC | 0.00% | No change | 686 | $18K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 685 | $18K |
| Atlantic Union Bankshares Corp | 0.00% | Add +138.6% | 668 | $18K |
| Sittner & Nelson, LLC | 0.01% | New | 612 | $16K |
| Ascentis Independent Advisors | 0.04% | Reduce -97.0% | 591 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 568 | $15K |
| Hamilton Point Investment Advisors, LLC | 0.00% | New | 565 | $15K |
| Regatta Research & Money Management | 0.01% | — | 555 | $15K |
| Olistico Wealth, LLC | 0.01% | Reduce -50.6% | 550 | $15K |
| Pinney & Scofield, Inc. | 0.01% | Add +1.2% | 521 | $14K |
| Richard W. Paul & Associates, LLC | 0.00% | No change | 514 | $14K |
| Rogco, LP | 0.00% | New | 496 | $13K |
| S&T Bank | 0.00% | No change | 490 | $13K |
| PlanVest Financial, Inc | 0.01% | Reduce -2.2% | 486 | $13K |
| Security National Bank of So Dak | 0.01% | New | 464 | $12K |
| International Assets Investment Management, LLC | 0.00% | Reduce -25.9% | 468 | $12K |
| North Star Investment Management Corp. | 0.00% | No change | 437 | $12K |
| Ameriflex Group, Inc. | 0.00% | Add +310.2% | 402 | $11K |
| PFS Partners, LLC | 0.00% | No change | 384 | $10K |
| Hoey Investments, Inc. | 0.00% | Reduce -2.0% | 384 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 377 | $10K |
| Burkett Financial Services, LLC | 0.00% | New | 376 | $10K |
| TD Waterhouse Canada Inc. | 0.00% | New | 380 | $10K |
| Tradewinds Capital Management, LLC | 0.00% | Reduce -32.7% | 376 | $10K |
| Toth Financial Advisory Corp. | 0.00% | No change | 376 | $10K |
| Key Financial Inc | 0.00% | Reduce -87.3% | 368 | $10K |
| Copia Wealth Management | 0.01% | No change | 367 | $10K |
| BlackRock, Inc. | 0.00% | New | 352 | $9K |
| Pinnacle Holdings, LLC | 0.00% | No change | 308 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -85.8% | 301 | $8K |
| Harborfront Financial Group LLC | 0.03% | — | 287 | $8K |
| Tompkins Financial Corp. | 0.00% | Add +4.0% | 286 | $8K |
| Evolution Wealth Management Inc. | 0.00% | No change | 283 | $8K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -89.6% | 239 | $6K |
| LifeSteps Financial, Inc. | 0.00% | New | 224 | $6K |
| Topsail Wealth Management, LLC | 0.00% | No change | 224 | $6K |
| REAP Financial Group, LLC | 0.00% | Reduce -2.2% | 223 | $6K |
| Strive Financial Group ,LLC | 0.00% | No change | 220 | $6K |
| Clearstead Advisors, LLC | 0.00% | Reduce -25.7% | 220 | $6K |
| Financial Consulate, Inc. | 0.00% | Add +250.0% | 217 | $6K |
| Fiduciary Financial Advisors | 0.00% | New | 217 | $6K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 216 | $6K |
| Wagner Wealth Management, LLC | 0.00% | No change | 194 | $5K |
| Paladin Partners, LLC | 0.00% | No change | 186 | $5K |
| Blue Bell Private Wealth Management, LLC | 0.00% | No change | 182 | $5K |
| HM Payson & Co. | 0.00% | No change | 176 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -5.1% | 169 | $4K |
| CDKV Holdings LLC | 0.00% | No change | 162 | $4K |
| Timbuktu Capital Management, LLC | 0.01% | — | 150 | $4K |
| Abound Wealth Management | 0.00% | Reduce -89.8% | 145 | $4K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Add +1.4% | 144 | $4K |
| Buck Wealth Strategies, LLC | 0.00% | New | 143 | $4K |
| BNP Paribas Financial Markets | 0.00% | No change | 138 | $4K |
| Networth Advisors, LLC | 0.00% | Reduce -55.6% | 135 | $4K |
| Brown, Lisle/Cummings, Inc. | 0.00% | No change | 132 | $3K |
| Signaturefd, LLC | 0.00% | Add +46.4% | 123 | $3K |
| Pittenger & Anderson Inc. | 0.00% | New | 121 | $3K |
| Winthrop Capital Management, LLC | 0.00% | No change | 132 | $3K |
| Graney & King, LLC | 0.00% | Add +1.0% | 102 | $3K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 92 | $2K |
| Angeles Wealth Management, LLC | 0.00% | New | 92 | $2K |
| Solstein Capital, LLC | 0.00% | No change | 79 | $2K |
| Meramec Financial Planners, LLC | 0.00% | Add +1042.9% | 80 | $2K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 76 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -47.3% | 69 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 68 | $2K |
| Gill Capital Partners, LLC | 0.00% | No change | 67 | $2K |
| Tounjian Advisory Partners, LLC | 0.00% | New | 47 | $1K |
| True Wealth Design, LLC | 0.00% | New | 42 | $1K |
| Mather Group, Llc. | 0.00% | Add +2.6% | 39 | $1K |
| HighMark Wealth Management LLC | 0.00% | No change | 38 | $1K |
| Avion Wealth | 0.00% | No change | 68 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 24 | $636 |
| SYM FINANCIAL Corp | 0.00% | New | 19 | $504 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 18 | $485 |
| Triumph Capital Management | 0.00% | No change | 18 | $477 |
| Logan Capital Management Inc. | 0.00% | — | 16 | $424 |
| First Pacific Financial | 0.00% | No change | 14 | $379 |
| McGuire Capital Advisors Inc. | 0.00% | No change | 12 | $318 |
| Mosley Wealth Management | 0.00% | New | 12 | $318 |
| Talon Private Wealth, LLC | 0.00% | No change | 8 | $207 |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -41.7% | 7 | $186 |
| Basepoint Wealth LLC | 0.00% | New | 6 | $160 |
| Trust Co. of Vermont | 0.00% | — | 6 | $159 |
| Southern Michigan Bank & Trust | 0.00% | No change | 4 | $106 |
| Central Pacific Bank - Trust Division | 0.00% | New | 4 | $106 |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4 | $105 |
| Lodestone Wealth Management LLC | 0.00% | No change | 3 | $80 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 3 | $79 |
| Dunhill Financial, LLC | 0.00% | No change | 2 | $53 |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 1 | $27 |
| Capital Advisor Network LLC | 0.00% | No change | 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.