Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q4 2024 (December 31)636holders +45
47new positions
45sold out
2famous investors
$22.80avg. 13F price*
At the end of Q4 2024, 636 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, up 45 from Q3 2024. 47 opened new positions and 45 sold out. The largest holders were JPMorgan Chase & Co. ($266.1M), Ameriprise Financial Inc. ($195.9M) and Avantax Planning Partners, Inc. ($147.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Schwab US Aggregate Bond ETF
- CUSIP
- 808524839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $60.5M |
| Exits | 45 | $31.9M |
All 13F filers, Q3 2024 → Q4 2024: 14,838,663 shares bought and 13,179,501 shares sold, net +1,659,162 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 636 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -7.4% | 11,720,512 | $266.1M |
| Ameriprise Financial Inc. | 0.05% | Add +4.0% | 8,631,799 | $195.9M |
| Avantax Planning Partners, Inc. | 5.33% | Add +3.8% | 6,511,229 | $147.8M |
| Rockbridge Investment Management, LCC | 18.24% | Add +10.1% | 6,270,198 | $142.3M |
| Charles Schwab Trust Co | 11.50% | Add +1.7% | 5,898,795 | $133.9M |
| Financial Engines Advisors L.L.C. | 0.24% | Add +0.4% | 5,070,153 | $115.1M |
| Envestnet Asset Management Inc. | 0.03% | Add +7.8% | 4,412,953 | $100.2M |
| OneDigital Investment Advisors LLC | 1.12% | Add +28.3% | 4,245,657 | $96.4M |
| Goldman Sachs Group Inc. | 0.02% | Add +23.4% | 4,029,490 | $91.5M |
| Total Wealth Planning, LLC | 12.62% | Add +6.9% | 3,569,169 | $81.0M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Reduce -0.8% | 3,436,591 | $78.0M |
| HighTower Advisors, LLC | 0.10% | Add +6.3% | 3,091,537 | $70.2M |
| McAdam, LLC | 3.43% | Reduce -2.8% | 2,768,143 | $62.8M |
| Kohmann Bosshard Financial Services, LLC | 6.74% | Add +6.9% | 2,474,865 | $56.2M |
| Destination Wealth Management | 1.72% | Add +14.4% | 2,419,062 | $54.9M |
| Hengehold Capital Management LLC | 4.46% | Add +4.5% | 2,088,600 | $47.4M |
| Mariner, LLC | 0.08% | Add +8.2% | 2,079,620 | $47.2M |
| BlueSky Wealth Advisors, LLC | 7.24% | Add +2.5% | 2,041,533 | $46.3M |
| Bank of America Corp. | 0.00% | Add +83.0% | 1,908,363 | $43.3M |
| Horst & Graben Wealth Management LLC | 6.18% | Add +8.2% | 1,528,884 | $34.7M |
| Theory Financial LLC | 12.60% | Reduce -46.9% | 1,326,998 | $30.1M |
| Blue Trust, Inc. | 0.37% | Add +42.0% | 1,280,939 | $29.1M |
| Financial Life Advisors | 10.43% | Add +6.4% | 1,223,571 | $27.8M |
| Morgan Stanley | 0.00% | Add +11.9% | 1,210,791 | $27.5M |
| Austin Private Wealth, LLC | 2.54% | Add +11.7% | 1,193,675 | $27.1M |
| ZynergyRetirementPlanningLLC | 18.82% | Reduce -50.0% | 562,226 | $26.7M |
| TSA Wealth Managment LLC | 10.71% | Reduce -4.8% | 1,159,479 | $26.3M |
| TruNorth Capital Management, LLC | 7.08% | Reduce -15.4% | 1,140,638 | $25.9M |
| KilterHowling LLC | 14.79% | Add +43.3% | 1,139,786 | $25.9M |
| Mercer Global Advisors Inc. | 0.06% | Reduce -46.9% | 1,087,512 | $24.7M |
| FLC Capital Advisors | 5.63% | Add +3.9% | 1,078,446 | $24.5M |
| Towercrest Capital Management | 3.93% | Reduce -2.9% | 1,070,411 | $24.3M |
| Alliance Wealth Management Group | 6.49% | Reduce -2.7% | 1,067,905 | $24.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.46% | Add +4.1% | 1,047,541 | $23.8M |
| Mokosak Advisory Group, LLC | 6.82% | Add +2.4% | 1,001,495 | $22.7M |
| Phil A. Younker & Associates, Ltd. | 22.30% | — | 983,037 | $22.3M |
| Sanctuary Advisors, LLC | 0.14% | Reduce -45.5% | 965,775 | $22.1M |
| Integrity Alliance, Llc. | 2.36% | — | 960,278 | $21.8M |
| Plum Street Advisors, LLC | 10.60% | Add +11.4% | 946,061 | $21.5M |
| Avantax Advisory Services, Inc. | 0.13% | Add +26.8% | 904,748 | $20.5M |
| One Wealth Advisors, LLC | 2.70% | Add +7.0% | 800,443 | $18.2M |
| Tenret Co LLC | 11.29% | Add +1.6% | 789,769 | $17.9M |
| United Capital Financial Advisors, LLC | 0.15% | Add +4.0% | 789,612 | $17.9M |
| Jones Financial Companies LLLP | 0.02% | Add +21.7% | 784,954 | $17.8M |
| Revolve Wealth Partners, LLC | 2.45% | Add +7.2% | 735,257 | $16.7M |
| CFS Investment Advisory Services, LLC | 1.43% | Add +5.6% | 700,711 | $15.9M |
| James J. Burns & Company, LLC | 2.62% | Add +20.7% | 664,069 | $15.1M |
| CW Advisors, LLC | 0.20% | Add +0.9% | 647,411 | $14.7M |
| Mutual Advisors, LLC | 0.42% | Reduce -50.6% | 635,877 | $14.4M |
| Asset Allocation Strategies LLC | 3.41% | Add +142.8% | 624,193 | $14.2M |
| Cerity Partners LLC | 0.03% | Add +70.0% | 607,649 | $13.8M |
| Cetera Investment Advisers | 0.03% | Reduce -8.6% | 606,297 | $13.8M |
| FFG Retirement Advisors LLC | 8.70% | Add +2.7% | 586,688 | $13.3M |
| Raymond James Financial Inc. | 0.00% | — | 584,306 | $13.3M |
| Columbus Macro, LLC | 1.84% | Add +13.3% | 583,335 | $13.2M |
| Bond & Devick Financial Network, Inc. | 5.57% | Reduce -50.0% | 274,050 | $13.0M |
| Cedar Mountain Advisors, LLC | 2.82% | Reduce -4.7% | 564,879 | $12.8M |
| LPL Financial LLC | 0.01% | Add +28.4% | 550,826 | $12.5M |
| Cypress Wealth Services, LLC | 2.48% | Add +4.6% | 543,203 | $12.3M |
| Focus Partners Advisor Solutions, LLC | 0.20% | New | 529,036 | $12.0M |
| Moneta Group Investment Advisors LLC | 0.17% | Reduce -47.7% | 528,685 | $12.0M |
| Kickstand Ventures, Llc. | 3.05% | Add +4.7% | 525,492 | $11.9M |
| Christensen, King & Associates Investment Services, Inc. | 5.29% | Reduce -0.6% | 498,094 | $11.3M |
| Clearview Wealth Advisors LLC | 8.43% | Add +3.9% | 488,707 | $11.1M |
| Summit Financial Strategies, Inc. | 1.22% | Add +151.4% | 488,460 | $11.1M |
| Larson Financial Group LLC | 0.57% | Reduce -6.4% | 487,070 | $11.1M |
| Myecfo, LLC | 5.84% | Add +1.8% | 476,763 | $10.8M |
| Grove Street Fiduciary, LLC | 5.68% | — | 476,748 | $10.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +38.2% | 460,371 | $10.4M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.5% | 455,913 | $10.3M |
| Vident Advisory, LLC | 0.18% | New | 452,286 | $10.3M |
| Forthright Family Wealth Advisory LLC | 6.51% | Reduce -45.6% | 441,337 | $10.0M |
| Security Financial Services, INC. | 1.98% | Reduce -35.9% | 428,655 | $9.7M |
| Apriem Advisors | 1.11% | Reduce -0.3% | 426,245 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -2.3% | 421,946 | $9.6M |
| Brady Martz Wealth Solutions, LLC | 2.31% | — | 425,198 | $9.6M |
| Creative Planning | 0.01% | Add +5.6% | 417,618 | $9.5M |
| Mayflower Financial Advisors, LLC | 1.37% | Add +12.4% | 402,699 | $9.1M |
| Cwm, LLC | 0.04% | Add +86.9% | 386,105 | $8.8M |
| Leavell Investment Management, Inc. | 0.43% | Reduce -2.3% | 385,045 | $8.7M |
| Focus Financial Network, Inc. | 0.34% | Add +6.8% | 379,368 | $8.6M |
| Merit Financial Group, LLC | 0.15% | Add +478.9% | 365,092 | $8.3M |
| Signature Estate & Investment Advisors LLC | 0.21% | Add +4.4% | 361,502 | $8.2M |
| MorganRosel Wealth Management, LLC | 2.68% | Add +1.4% | 360,128 | $8.2M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +28.8% | 358,933 | $8.1M |
| Ascent Group, LLC | 0.61% | Reduce -26.5% | 358,746 | $8.1M |
| UBS Group AG | 0.00% | Add +1.1% | 342,779 | $7.8M |
| Waverly Advisors, LLC | 0.12% | Reduce -13.4% | 340,511 | $7.7M |
| Citadel Advisors | 0.01% | Add +290.1% | 336,701 | $7.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +40.5% | 335,656 | $7.6M |
| IFP Advisors, Inc | 0.25% | Add +24.2% | 331,754 | $7.5M |
| AE Wealth Management LLC | 0.06% | Add +12.6% | 330,828 | $7.5M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +105.9% | 328,971 | $7.5M |
| Callan Capital, LLC | 0.53% | Add +0.3% | 322,031 | $7.3M |
| Milestone Asset Management, LLC | 1.59% | New | 317,155 | $7.2M |
| Revisor Wealth Management LLC | 6.57% | Add +334.4% | 313,998 | $7.1M |
| Reston Wealth Management LLC | 2.59% | Add +13.8% | 306,303 | $7.0M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -25.8% | 304,841 | $6.9M |
| Client 1ST Advisory Group, LLC | 2.64% | Add +12.8% | 302,071 | $6.9M |
| WealthShield Partners, LLC | 0.97% | Reduce -30.5% | 300,686 | $6.8M |
| Tempus Wealth Planning, LLC | 2.04% | Add +9.2% | 293,536 | $6.7M |
| Robertson Stephens Wealth Management, LLC | 0.23% | Reduce -15.4% | 289,550 | $6.6M |
| Marotta Asset Management | 1.36% | Reduce -0.8% | 286,485 | $6.5M |
| Freestone Capital Holdings, LLC | 0.22% | Reduce -8.9% | 284,307 | $6.5M |
| TPG Advisors LLC | 5.00% | Add +2.3% | 281,964 | $6.4M |
| Park Avenue Securities LLC | 0.07% | Add +29.1% | 279,854 | $6.4M |
| Affinity Capital Advisors, LLC | 1.18% | Add +35.0% | 278,233 | $6.3M |
| Peak Financial Management, Inc. | 1.88% | Add +10.2% | 275,948 | $6.3M |
| Independent Solutions Wealth Management, LLC | 1.35% | Reduce -11.5% | 272,503 | $6.2M |
| Avior Wealth Management, LLC | 0.22% | Add +2.4% | 269,553 | $6.1M |
| Clay Northam Wealth Management, LLC | 3.93% | Reduce -11.8% | 268,445 | $6.1M |
| Fifth Third Securities, Inc. | 0.52% | Add +1.8% | 268,068 | $6.1M |
| Bluespring Wealth Management, LLC | 0.62% | Add +0.8% | 264,806 | $6.0M |
| Spectrum Planning & Advisory Services Inc. | 5.19% | Reduce -6.1% | 263,380 | $6.0M |
| Bogart Wealth, LLC | 0.27% | Add +3.2% | 249,887 | $5.7M |
| Fairway Financial, LLC | 5.18% | — | 249,780 | $5.7M |
| Old Mission Capital LLC | 0.13% | New | 243,032 | $5.5M |
| Curtis Advisory Group, LLC | 1.45% | Add +16.8% | 242,227 | $5.5M |
| Daymark Wealth Partners, LLC | 0.23% | Add +15.0% | 240,132 | $5.5M |
| SigFig Wealth Management, LLC | 0.20% | Add +8.1% | 427,119 | $5.4M |
| Creative Financial Designs Inc. | 0.43% | Add +1.6% | 235,362 | $5.3M |
| Curi Capital, LLC | 0.12% | Add +4.2% | 225,950 | $5.1M |
| Midwest Capital Advisors, LLC | 3.75% | — | 225,814 | $5.1M |
| Vertex Planning Partners, LLC | 1.13% | Add +2.7% | 225,616 | $5.1M |
| Phillips Financial Management, LLC | 0.40% | Reduce -1.2% | 224,622 | $5.1M |
| Friedenthal Financial | 2.96% | No change | 222,718 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +4.2% | 222,594 | $5.1M |
| Northeast Financial Group, Inc. | 1.92% | Add +5.9% | 221,093 | $5.0M |
| Tradition Wealth Management, LLC | 0.44% | Add +16.1% | 219,751 | $5.0M |
| Guardian Financial Partners, LLC | 2.82% | Add +27.6% | 209,240 | $4.7M |
| Wrapmanager Inc. | 1.21% | New | 207,575 | $4.7M |
| Beacon Bridge Wealth Partners, LLC | 1.96% | Reduce -13.5% | 203,807 | $4.6M |
| Advisor OS, LLC | 0.53% | Reduce -0.3% | 202,482 | $4.6M |
| Marshall Financial Group Inc. | 1.36% | Reduce -3.9% | 195,694 | $4.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -10.7% | 195,166 | $4.4M |
| Wakefield Asset Management LLLP | 1.47% | Reduce -36.0% | 192,466 | $4.4M |
| Syon Capital LLC | 0.39% | Add +9.8% | 188,363 | $4.3M |
| Krilogy Financial LLC | 0.28% | Add +2.9% | 188,057 | $4.3M |
| Bfsg, LLC | 0.49% | Add +3.3% | 185,873 | $4.2M |
| Investment Counsel Co. of Nevada | 10.48% | — | 182,095 | $4.1M |
| Apeiron RIA LLC | 1.16% | Add +8.8% | 182,028 | $4.1M |
| Manske Wealth Management | 1.64% | — | 181,892 | $4.1M |
| Jane Street Group, LLC | 0.01% | Reduce -27.7% | 179,709 | $4.1M |
| Bestgate Wealth Advisors, LLC | 8.11% | — | 178,094 | $4.0M |
| Breakwater Investment Management | 1.70% | Reduce -4.0% | 176,609 | $4.0M |
| VSM Wealth Advisory, LLC | 1.43% | — | 176,358 | $4.0M |
| HC Advisors, LLC | 3.20% | No change | 175,384 | $4.0M |
| Hidden Cove Wealth Management, LLC | 3.21% | — | 174,094 | $4.0M |
| WealthPLAN Partners, LLC | 0.56% | Add +0.9% | 172,673 | $3.9M |
| Ashton Thomas Private Wealth, LLC | 0.15% | New | 170,530 | $3.9M |
| Patriot Investment Management Group, Inc. | 0.28% | Reduce -2.8% | 166,222 | $3.8M |
| VanderPol Investments L.L.C. | 7.99% | Reduce -11.1% | 161,011 | $3.7M |
| Perigon Wealth Management, LLC | 0.09% | Add +50.8% | 160,546 | $3.6M |
| 5T Wealth, LLC | 2.00% | — | 160,453 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Reduce -6.5% | 159,016 | $3.6M |
| Grey Fox Wealth Advisors, LLC | 0.96% | Add +14.8% | 153,925 | $3.5M |
| Harbour Investments, Inc. | 0.10% | Reduce -0.7% | 152,155 | $3.5M |
| NYL Investors LLC | 0.31% | Add +6.5% | 151,200 | $3.4M |
| Rialto Wealth Management, LLC | 1.13% | — | 151,183 | $3.4M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -0.8% | 148,714 | $3.4M |
| HB Wealth Management, LLC | 0.03% | Add +938.4% | 148,694 | $3.4M |
| Lifelong Wealth Advisors, Inc. | 1.50% | — | 147,284 | $3.3M |
| My Legacy Advisors, LLC | 1.29% | Add +4.2% | 146,937 | $3.3M |
| Smart Money Group LLC | 1.14% | Reduce -60.7% | 145,305 | $3.3M |
| Chesapeake Wealth Management | 1.13% | Reduce -1.8% | 145,138 | $3.3M |
| Valmark Advisers, Inc. | 0.05% | Add +18.3% | 141,083 | $3.2M |
| Main Street Financial Solutions, LLC | 0.31% | Add +12.9% | 139,761 | $3.2M |
| Emergent Wealth Advisors, LLC | 2.26% | Add +4.5% | 137,211 | $3.1M |
| North Forty Two & Co. | 3.54% | — | 135,252 | $3.1M |
| Cooper/Haims Advisors, LLC | 1.71% | Add +31.1% | 132,549 | $3.0M |
| Lowery Thomas, LLC | 1.94% | Add +23.0% | 131,291 | $3.0M |
| Redwood Investment Management, LLC | 0.29% | Add +8.5% | 130,265 | $3.0M |
| Captrust Financial Advisors | 0.01% | Reduce -35.5% | 128,733 | $2.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Add +5.9% | 126,514 | $2.9M |
| Hoxton Planning & Management, LLC | 1.09% | Add +35.3% | 125,836 | $2.9M |
| JMG Financial Group, Ltd. | 0.10% | Reduce -4.8% | 124,195 | $2.8M |
| Curbstone Financial Management Corp | 0.60% | Add +28.3% | 124,100 | $2.8M |
| Oarsman Capital, Inc. | 0.49% | Add +0.8% | 122,814 | $2.8M |
| Blue Barn Wealth, LLC | 1.44% | Add +4.0% | 120,391 | $2.7M |
| OneAscent Financial Services LLC | 0.23% | New | 118,755 | $2.7M |
| Savant Capital, LLC | 0.02% | Add +205.0% | 118,411 | $2.7M |
| Stonekeep Investments, LLC | 1.94% | Reduce -7.9% | 114,707 | $2.6M |
| Fullcircle Wealth LLC | 1.04% | Reduce -52.8% | 111,738 | $2.5M |
| Financial Designs Corp | 1.65% | Add +7.1% | 110,653 | $2.5M |
| RKL Wealth Management LLC | 0.22% | Reduce -15.8% | 109,897 | $2.5M |
| Firethorn Wealth Partners, LLC | 1.23% | Reduce -4.2% | 109,477 | $2.5M |
| Sightline Wealth Advisors, LLC | 1.32% | Reduce -7.7% | 108,159 | $2.5M |
| Retirement Planning Group, LLC | 0.12% | Reduce -5.6% | 106,709 | $2.4M |
| Foundations Investment Advisors, LLC | 0.05% | Add +17.4% | 106,580 | $2.4M |
| Compass Financial Group, INC | 0.46% | Add +5.0% | 106,501 | $2.4M |
| Northwest Capital Management Inc | 1.04% | Reduce -46.3% | 106,479 | $2.4M |
| ETF Store, Inc. | 2.99% | Reduce -18.6% | 106,080 | $2.4M |
| Ancora Advisors LLC | 0.05% | Reduce -1.1% | 105,821 | $2.4M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -28.7% | 105,538 | $2.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +31.6% | 105,273 | $2.4M |
| Vantage Financial Partners, LLC | 0.60% | Reduce -3.4% | 105,128 | $2.4M |
| Magnolia Capital Advisors LLC | 0.61% | No change | 103,630 | $2.4M |
| Independent Financial Group, LLC | 0.08% | Add +5.4% | 103,275 | $2.3M |
| Diversify Wealth Management, LLC | 0.18% | Reduce -52.3% | 104,016 | $2.3M |
| Capital Management Associates, Inc | 0.87% | Add +7.8% | 101,897 | $2.3M |
| Kades & Cheifetz LLC | 1.17% | Add +7.8% | 100,804 | $2.3M |
| Omega Financial Group, LLC | 0.84% | Reduce -13.8% | 97,797 | $2.2M |
| Maia Wealth LLC | 0.48% | Reduce -51.3% | 96,822 | $2.2M |
| RDA Financial Network | 0.64% | Add +69.5% | 97,354 | $2.2M |
| Bangor Savings Bank | 0.21% | Add +17.0% | 97,261 | $2.2M |
| Greenup Street Wealth Management LLC | 0.43% | Reduce -29.6% | 96,433 | $2.2M |
| CreativeOne Wealth, LLC | 0.07% | Add +0.9% | 95,862 | $2.2M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +0.7% | 94,283 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +53.8% | 94,033 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +53.8% | 94,033 | $2.1M |
| CVA Family Office, LLC | 0.34% | Add +13.8% | 93,882 | $2.1M |
| Transform Wealth, LLC | 0.12% | Add +5.6% | 92,358 | $2.1M |
| M1 Capital Management LLC | 1.12% | — | 91,302 | $2.1M |
| Fischer Financial Services, Inc. | 0.65% | — | 91,155 | $2.1M |
| Global Retirement Partners, LLC | 0.06% | Reduce -16.4% | 90,309 | $2.1M |
| Brookstone Capital Management | 0.03% | Add +6.2% | 90,174 | $2.0M |
| Cooper Financial Group | 0.24% | Add +79.1% | 89,418 | $2.0M |
| Elios Financial Group Inc. | 0.95% | Add +1.4% | 88,827 | $2.0M |
| Midwest Financial Group LLC | 1.15% | Add +6.9% | 88,319 | $2.0M |
| Sutton Place Investors LLC | 1.16% | Add +0.4% | 88,065 | $2.0M |
| Eagle Harbor Asset Management Inc. | 1.98% | Add +6.3% | 107,135 | $2.0M |
| Ballast Advisors LLC | 0.60% | Add +0.6% | 86,317 | $2.0M |
| Valley Forge Investment Consultants Inc. Adv | 0.67% | Add +5.8% | 86,021 | $2.0M |
| AlphaCore Capital LLC | 0.41% | Add +161684.6% | 84,128 | $1.9M |
| Oldfather Financial Services, LLC | 0.73% | Add +18.6% | 84,038 | $1.9M |
| Act Wealth Management, LLC | 0.89% | Add +3.5% | 83,433 | $1.9M |
| Lodestar Private Asset Management LLC | 0.24% | Reduce -10.4% | 83,223 | $1.9M |
| Strategic Blueprint, LLC | 0.11% | Add +3.2% | 82,358 | $1.9M |
| Gen-Wealth Partners Inc | 0.80% | Reduce -47.5% | 81,929 | $1.9M |
| Bush Investment Group, LLC | 1.44% | Add +6.2% | 81,331 | $1.8M |
| NBT Bank, N.A. | 0.13% | Reduce -1.0% | 80,842 | $1.8M |
| UNIVEST FINANCIAL Corp | 0.11% | Add +529.1% | 78,460 | $1.8M |
| ProVise Management Group, LLC | 0.15% | Reduce -10.4% | 76,807 | $1.7M |
| Lido Advisors, LLC | 0.01% | Add +83.5% | 76,346 | $1.7M |
| Bcwm, LLC | 0.61% | — | 75,697 | $1.7M |
| Regal Investment Advisors LLC | 0.13% | Add +24.9% | 75,603 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.42% | Reduce -0.1% | 75,334 | $1.7M |
| Lathrop Investment Management Co. | 0.32% | Add +15.8% | 74,896 | $1.7M |
| Range Financial Group LLC | 0.78% | New | 74,273 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.18% | Reduce -5.5% | 74,050 | $1.7M |
| Nwam LLC | 0.10% | Reduce -6.3% | 73,795 | $1.7M |
| HHM Wealth Advisors, LLC | 0.23% | Add +0.5% | 73,715 | $1.7M |
| Eley Financial Management, Inc | 0.65% | Add +6.1% | 73,525 | $1.7M |
| WBH Advisory Inc. | 0.15% | Reduce -3.3% | 73,315 | $1.7M |
| LVW Advisors, LLC | 0.20% | Add +14.0% | 73,307 | $1.7M |
| Atria Investments, Inc | 0.02% | Reduce -41.9% | 72,433 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Add +12.7% | 72,130 | $1.6M |
| C M Bidwell & Associates Ltd. | 0.99% | Add +3.6% | 71,877 | $1.6M |
| Red Tortoise LLC | 0.84% | Add +7.8% | 70,631 | $1.6M |
| Corrigan Financial, Inc. | 0.35% | No change | 66,868 | $1.5M |
| Avion Wealth | 0.39% | Add +17.8% | 66,329 | $1.5M |
| Private Advisor Group, LLC | 0.01% | Add +2.6% | 66,012 | $1.5M |
| Farnam Financial LLC | 1.56% | Add +7.8% | 65,821 | $1.5M |
| Blossom Wealth Management | 2.87% | Add +10.8% | 65,699 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +7.2% | 65,509 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -63.0% | 65,195 | $1.5M |
| Optima Capital LLC | 1.02% | — | 65,021 | $1.5M |
| Hill Island Financial LLC | 0.43% | Add +1.9% | 64,784 | $1.5M |
| Smart Portfolios, LLC | 1.53% | No change | 64,280 | $1.5M |
| Mendel Capital Management LLC | 0.88% | Reduce -7.8% | 63,915 | $1.5M |
| Sterling Investment Management, LLC | 1.13% | Add +6.6% | 63,155 | $1.4M |
| World Investment Advisors | 0.04% | Reduce -2.1% | 62,710 | $1.4M |
| Sage Financial Management Group, Inc. | 0.52% | Reduce -18.4% | 62,100 | $1.4M |
| Adamsbrown Wealth Consultants LLC | 0.48% | Add +6.5% | 62,111 | $1.4M |
| Alaska Wealth Advisors, LLC | 0.22% | Add +5.8% | 62,012 | $1.4M |
| Values Added Financial LLC | 0.81% | New | 61,693 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +8.0% | 60,175 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Reduce -6.3% | 59,868 | $1.4M |
| Empirical Asset Management, LLC | 0.45% | Add +18.4% | 59,727 | $1.4M |
| OMC Financial Services LTD | 0.58% | Reduce -2.3% | 59,700 | $1.4M |
| LexAurum Advisors, LLC | 0.27% | Add +1.5% | 59,683 | $1.4M |
| MAI Capital Management | 0.01% | New | 58,872 | $1.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.51% | — | 58,647 | $1.3M |
| Kaizen Financial Strategies | 0.75% | Add +285.0% | 58,294 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.16% | Reduce -6.6% | 58,054 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | New | 57,936 | $1.3M |
| Shared Vision Wealth Group LLC | 0.68% | Add +8.9% | 56,828 | $1.3M |
| Wealthspire Retirement, LLC | 0.10% | Reduce -48.2% | 55,925 | $1.3M |
| Stockman Wealth Management, Inc. | 0.20% | Add +6.8% | 55,858 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | No change | 55,538 | $1.3M |
| Seneca Financial Advisors LLC | 0.62% | Add +17.2% | 55,378 | $1.3M |
| Faithward Advisors, LLC | 0.21% | Reduce -10.3% | 54,302 | $1.2M |
| W Advisors, LLC | 0.76% | Add +0.5% | 54,051 | $1.2M |
| Maripau Wealth Management LLC | 0.72% | Reduce -25.3% | 53,830 | $1.2M |
| Signal Advisors Wealth, LLC | 0.14% | Reduce -25.9% | 53,830 | $1.2M |
| Cahill Financial Advisors Inc. | 0.16% | Reduce -9.1% | 53,496 | $1.2M |
| Arax Advisory Partners | 0.07% | New | 52,498 | $1.2M |
| Twele Capital Management, Inc. | 0.25% | Reduce -1.5% | 51,555 | $1.2M |
| Orcam Financial Group | 1.13% | Reduce -2.0% | 51,305 | $1.2M |
| Arete Wealth Advisors, LLC | 0.08% | Add +4.2% | 49,985 | $1.1M |
| Coordinated Financial Services, Inc. | 0.89% | — | 49,640 | $1.1M |
| Beacon Financial Advisory LLC | 0.35% | Add +17.8% | 46,894 | $1.1M |
| Farther Finance Advisors, LLC | 0.04% | Add +0.3% | 46,229 | $1.0M |
| Kiley Juergens Wealth Management, LLC | 0.26% | Add +91.9% | 46,096 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +9.3% | 46,053 | $1.0M |
| VERITY Wealth Advisors | 0.75% | Add +0.2% | 45,874 | $1.0M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +0.9% | 45,631 | $1.0M |
| Haven Private, LLC | 0.58% | — | 45,442 | $1.0M |
| Townsquare Capital LLC | 0.01% | Add +28.9% | 44,465 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.1% | 44,456 | $1.0M |
| Great Waters Wealth Management | 0.13% | Reduce -9.8% | 44,420 | $1.0M |
| Bowman & Co S.C. | 0.52% | Reduce -1.6% | 44,271 | $1.0M |
| Hobbs Wealth Management, LLC | 1.14% | — | 44,047 | $1000K |
| Park Edge Advisors, LLC | 0.29% | Add +190.0% | 43,964 | $998K |
| Mission Creek Capital Partners, Inc. | 0.22% | Reduce -2.7% | 43,608 | $990K |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -19.5% | 43,522 | $988K |
| CENTRAL TRUST Co | 0.02% | Add +24.5% | 43,522 | $988K |
| Carnegie Investment Counsel | 0.03% | Add +102.3% | 42,636 | $968K |
| Burt Wealth Advisors | 0.25% | Reduce -9.2% | 42,578 | $967K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -6.8% | 42,021 | $954K |
| Shearwater Capital LLC | 0.64% | No change | 41,789 | $949K |
| Davis Wealth Advisors, LLC | 1.04% | — | 41,740 | $948K |
| K2 Financial Inc. | 0.93% | — | 41,570 | $934K |
| SageView Advisory Group, LLC | 0.04% | Reduce -15.7% | 40,907 | $929K |
| BCS Wealth Management | 0.23% | New | 40,380 | $917K |
| Pinnacle Family Advisors, LLC | 0.44% | Add +3.8% | 39,765 | $903K |
| Manchester Financial Inc. | 0.20% | Reduce -15.6% | 39,548 | $898K |
| Novus Advisors, LLC | 0.89% | — | 39,345 | $893K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.1% | 39,228 | $890K |
| Heritage Family Offices, LLP | 0.44% | Add +26.8% | 38,989 | $885K |
| WealthTrak Capital Management LLC | 0.75% | — | 38,963 | $884K |
| Cutler Investment Counsel LLC | 0.11% | Add +40.3% | 38,880 | $883K |
| IFG Advisory, LLC | 0.05% | Reduce -4.4% | 38,298 | $869K |
| Capital Insight Partners, LLC | 0.15% | Add +13.1% | 38,146 | $866K |
| Wells Fargo & Company | 0.00% | Add +47.2% | 38,040 | $864K |
| Beacon Financial Group | 0.09% | No change | 37,631 | $854K |
| Zhang Financial LLC | 0.05% | Reduce -3.6% | 37,608 | $854K |
| FIDELIS iM, LLC | 0.42% | No change | 37,360 | $848K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +24.6% | 37,316 | $847K |
| US Bancorp \de | 0.00% | Reduce -1.5% | 37,184 | $844K |
| Western Financial Corp | 0.46% | Reduce -17.0% | 37,048 | $841K |
| Vermillion Wealth Management, Inc. | 0.43% | — | 37,011 | $840K |
| Catalina Capital Group, LLC | 0.28% | Add +9.4% | 36,854 | $837K |
| Aletheian Wealth Advisors LLC | 0.49% | No change | 36,183 | $821K |
| Latitude Advisors, LLC | 0.46% | Add +7.5% | 35,895 | $815K |
| Signet Investment Advisory Group, Inc. | 0.42% | Add +4.4% | 35,877 | $814K |
| Ridgeline Wealth, LLC | 0.66% | — | 35,622 | $809K |
| Juncture Wealth Strategies, LLC | 0.30% | Reduce -2.0% | 35,342 | $802K |
| Stifel Financial Corp. | 0.00% | Add +14.6% | 34,385 | $781K |
| Gradient Capital Advisors, LLC | 0.25% | Reduce -7.3% | 34,291 | $778K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -21.5% | 34,252 | $778K |
| D L Carlson Investment Group Inc. | 0.14% | Reduce -1.6% | 34,052 | $773K |
| Roundview Capital LLC | 0.05% | Reduce -6.8% | 33,863 | $769K |
| Sowell Financial Services LLC | 0.04% | Reduce -3.5% | 33,800 | $767K |
| Endowment Wealth Management, Inc. | 0.51% | Reduce -2.9% | 33,628 | $763K |
| Bigelow Investment Advisors, LLC | 0.36% | Reduce -35.3% | 33,408 | $758K |
| GatePass Capital, LLC | 0.84% | — | 33,266 | $755K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -14.8% | 33,225 | $754K |
| OMNI 360 Wealth, Inc. | 0.49% | Add +6.8% | 32,643 | $741K |
| Resurgent Financial Advisors LLC | 0.43% | Add +78.9% | 32,087 | $728K |
| Bison Wealth, LLC | 0.09% | — | 31,826 | $722K |
| Focus Partners Wealth | 0.00% | Reduce -8.7% | 31,729 | $720K |
| Ethos Financial Group, LLC | 0.09% | Reduce -92.0% | 31,509 | $715K |
| JFS Wealth Advisors, LLC | 0.05% | Reduce -18.3% | 31,310 | $711K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -3.6% | 31,291 | $710K |
| Leading Edge Financial Planning LLC | 0.23% | Reduce -69.1% | 31,010 | $704K |
| Merkkuri Wealth Advisors LLC | 0.55% | Add +26.9% | 30,864 | $701K |
| CWC Advisors, LLC. | 0.69% | Reduce -4.2% | 30,355 | $689K |
| Sonoma Private Wealth LLC | 1.11% | Add +22.4% | 30,186 | $685K |
| Semmax Financial Advisors Inc. | 0.18% | Reduce -47.4% | 30,009 | $685K |
| Brand Asset Management Group, Inc. | 0.28% | Add +5.9% | 30,132 | $684K |
| Meridian Wealth Partners, LLC | 0.10% | No change | 29,622 | $672K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -15.4% | 29,383 | $667K |
| Alpha Omega Wealth Management LLC | 0.12% | Reduce -3.7% | 28,678 | $651K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -49.5% | 28,754 | $650K |
| Sovran Advisors, LLC | 0.09% | — | 28,644 | $644K |
| Royal Bank of Canada | 0.00% | Reduce -6.2% | 28,252 | $641K |
| RCS Financial Planning, LLC | 0.34% | Add +61.3% | 28,231 | $641K |
| Embree Financial Group | 0.11% | Reduce -25.3% | 28,114 | $638K |
| Lederer & Associates Investment Counsel | 0.44% | No change | 27,841 | $632K |
| Visionary Wealth Advisors | 0.04% | Reduce -3.9% | 27,815 | $631K |
| TD Private Client Wealth LLC | 0.02% | New | 27,752 | $630K |
| Bleakley Financial Group, LLC | 0.02% | New | 27,396 | $622K |
| Western Wealth Management, LLC | 0.03% | Reduce -12.1% | 27,392 | $622K |
| IHT Wealth Management, LLC | 0.02% | Reduce -39.7% | 26,990 | $613K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -3.1% | 26,889 | $610K |
| Ahl Investment Management, Inc. | 0.42% | Add +57.2% | 26,243 | $596K |
| Zacks Investment Management | 0.01% | Add +36.0% | 26,151 | $594K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Reduce -1.9% | 26,091 | $592K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -25.0% | 25,923 | $588K |
| Legacy Financial Strategies, LLC | 0.12% | Add +1.3% | 25,275 | $574K |
| Laraway Financial Advisors Inc | 0.44% | Reduce -1.0% | 25,239 | $573K |
| Kelman-Lazarov, Inc. | 0.10% | Reduce -1.0% | 25,123 | $570K |
| Grey Ledge Advisors, LLC | 0.15% | Reduce -36.4% | 25,085 | $569K |
| Pacific Capital Wealth Advisors, Inc. | 0.09% | No change | 24,996 | $567K |
| Aspiriant, LLC | 0.02% | No change | 24,544 | $557K |
| Liberty Capital Management, Inc. | 0.12% | Reduce -2.8% | 24,534 | $557K |
| Two Sigma Securities, LLC | 0.10% | New | 24,263 | $551K |
| Independent Advisor Alliance | 0.01% | New | 24,184 | $549K |
| Dentgroup LLC | 0.42% | Add +0.1% | 24,112 | $547K |
| Legacy Wealth Management, LLC | 0.03% | Add +11.0% | 23,892 | $542K |
| Hutchens & Kramer Investment Management Group, LLC | 0.29% | Add +11.4% | 23,884 | $542K |
| Luts & Greenleigh Group, Inc. | 0.54% | No change | 23,882 | $542K |
| Pure Financial Advisors, LLC | 0.01% | Add +10.2% | 23,876 | $542K |
| MSH Capital Advisors LLC | 0.17% | Add +9.8% | 23,166 | $526K |
| Wealthgarden F.S. LLC | 0.49% | Add +51.3% | 22,924 | $520K |
| Quadrature Capital Ltd | 0.01% | New | 22,869 | $519K |
| Ameritas Investment Partners, Inc. | 0.02% | Add +5.9% | 22,826 | $518K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -24.4% | 22,335 | $507K |
| One Capital Management, LLC | 0.02% | No change | 22,200 | $504K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.3% | 22,070 | $501K |
| GK Wealth Management LLC | 0.63% | — | 22,030 | $500K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +1.6% | 21,774 | $494K |
| Advisory Alpha, LLC | 0.02% | Reduce -25.5% | 21,097 | $479K |
| Truist Financial Corp. | 0.00% | Reduce -7.5% | 20,994 | $477K |
| New Harbor Financial Group, LLC | 0.14% | No change | 20,900 | $474K |
| Fiduciary Family Office, LLC | 0.14% | New | 20,900 | $474K |
| Versant Capital Management, Inc | 0.10% | Reduce -3.4% | 20,871 | $474K |
| Sherwood Financial Partners, LLC | 0.47% | — | 20,827 | $473K |
| Sawgrass Asset Management LLC | 0.05% | Reduce -10.9% | 20,602 | $468K |
| Investment Planning Advisors, Inc. | 0.20% | Add +0.8% | 20,600 | $468K |
| Geometric Wealth Advisors | 0.08% | Add +9.6% | 20,511 | $466K |
| Midwest Heritage Bank, FSB | 0.21% | Reduce -22.8% | 19,969 | $453K |
| Exchange Capital Management, Inc. | 0.07% | Reduce -61.7% | 19,932 | $452K |
| Retirement Guys Formula LLC | 0.23% | Reduce -2.6% | 19,839 | $450K |
| Financial Consulate, Inc. | 0.12% | No change | 19,654 | $446K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 19,640 | $446K |
| Fulcrum Equity Management | 0.44% | Reduce -3.8% | 19,585 | $445K |
| WealthCollab, LLC | 0.28% | Reduce -5.5% | 19,500 | $443K |
| Wedmont Private Capital | 0.02% | No change | 19,610 | $441K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -3.5% | 19,350 | $439K |
| Hardin Capital Partners, LLC | 0.26% | Add +0.2% | 19,259 | $437K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -1.1% | 18,981 | $431K |
| Diversified Investment Strategies, LLC | 0.28% | No change | 18,630 | $423K |
| FDx Advisors, Inc. | 0.12% | Reduce -15.2% | 18,494 | $420K |
| Fermata Advisors, LLC | 0.08% | Reduce -14.7% | 18,422 | $418K |
| HBK Sorce Advisory LLC | 0.01% | No change | 18,363 | $417K |
| FAS Wealth Partners, Inc. | 0.04% | Add +13.0% | 18,322 | $416K |
| Plan A Wealth LLC | 0.38% | — | 18,137 | $412K |
| Walker Financial Services, Inc. | 0.24% | Reduce -0.7% | 18,089 | $411K |
| Martin Worley Group | 0.26% | — | 18,068 | $410K |
| Joule Financial, LLC | 0.14% | Reduce -1.7% | 17,800 | $404K |
| Oregon Pacific Wealth Management, LLC | 0.40% | — | 17,767 | $403K |
| Attessa Capital LLC | 0.27% | — | 17,760 | $403K |
| Rappaport Reiches Capital Management, LLC | 0.10% | Reduce -13.8% | 17,733 | $403K |
| D.B. Root & Company, LLC | 0.13% | Add +0.1% | 17,708 | $402K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -1.4% | 17,428 | $396K |
| Aptus Capital Advisors, LLC | 0.00% | Add +6526.3% | 17,361 | $394K |
| ORG Partners LLC | 0.05% | Reduce -24.1% | 17,319 | $393K |
| Heritage Oak Wealth Advisors LLC | 0.19% | New | 17,264 | $392K |
| Swmg, LLC | 0.15% | Reduce -49.9% | 16,905 | $385K |
| RBA Wealth Management, LLC | 0.14% | Reduce -6.0% | 16,750 | $380K |
| Centaurus Financial, Inc. | 0.02% | Reduce -71.3% | 16,524 | $375K |
| &partners | 0.00% | New | 16,509 | $374K |
| Courage Miller Partners, LLC | 0.13% | Reduce -0.3% | 16,466 | $374K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -51.4% | 16,450 | $373K |
| Powers Advisory Group, LLC | 0.19% | Add +1.0% | 16,421 | $373K |
| Murphy & Mullick Capital Management Corp | 0.34% | — | 16,228 | $368K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +61.4% | 16,196 | $368K |
| RHS Financial, LLC | 0.19% | Add +0.9% | 15,866 | $360K |
| Wealth Alliance, LLC | 0.04% | Reduce -13.1% | 15,829 | $359K |
| Portside Wealth Group, LLC | 0.06% | Reduce -1.8% | 15,648 | $355K |
| American Capital Advisory, LLC | 0.20% | Reduce -20.6% | 15,596 | $354K |
| Comerica Bank | 0.00% | Add +313.6% | 15,536 | $353K |
| Alley Investment Management Company, LLC | 0.04% | Add +4.1% | 15,282 | $347K |
| Note Advisors, LLC | 0.31% | — | 15,214 | $345K |
| Aveo Capital Partners, LLC | 0.04% | Add +27.9% | 14,812 | $336K |
| Lewis Asset Management, LLC | 0.25% | Reduce -25.5% | 14,649 | $333K |
| Ascentis Independent Advisors | 0.06% | No change | 14,550 | $330K |
| Choreo, LLC | 0.00% | Add +1.1% | 14,274 | $324K |
| Burns J W & Co. Inc. | 0.04% | No change | 14,000 | $318K |
| Tiaa Trust, National Association | 0.00% | No change | 13,978 | $317K |
| Brighton Jones LLC | 0.01% | New | 13,975 | $317K |
| Keystone Financial Group, Inc. | 0.25% | — | 13,858 | $315K |
| Mgo One Seven LLC | 0.01% | Reduce -25.8% | 13,561 | $308K |
| Consolidated Portfolio Review Corp | 0.05% | Add +0.3% | 13,544 | $307K |
| ONE Advisory Partners, LLC | 0.14% | No change | 13,524 | $307K |
| GS Investments, Inc. | 0.14% | Reduce -5.4% | 13,520 | $307K |
| Opes Wealth Management LLC | 0.06% | Reduce -20.4% | 13,292 | $302K |
| Partners in Financial Planning | 0.06% | Reduce -3.8% | 13,282 | $301K |
| Rothschild Wealth LLC | 0.09% | Reduce -22.5% | 13,140 | $298K |
| Silver Oak Securities, Incorporated | 0.03% | New | 12,985 | $295K |
| Burk Holdings LLC | 0.24% | — | 12,862 | $292K |
| NewEdge Advisors, LLC | 0.00% | Add +23.3% | 12,801 | $291K |
| PFG Advisors | 0.02% | Reduce -11.6% | 12,630 | $287K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -59.5% | 12,591 | $286K |
| Novem Group | 0.04% | — | 12,465 | $283K |
| Regimen Wealth, LLC | 0.09% | Add +3.4% | 12,434 | $282K |
| Code Waechter LLC | 0.25% | Reduce -0.3% | 12,403 | $282K |
| Certus Wealth Management, LLC | 0.19% | No change | 12,264 | $280K |
| AQR Capital Management | 0.00% | Add +45.6% | 12,264 | $278K |
| Cardiff Park Advisors, LLC | 0.03% | Add +1.3% | 12,101 | $275K |
| Evensky & Katz LLC | 0.02% | Add +1.1% | 12,020 | $273K |
| Americana Partners, LLC | 0.01% | New | 11,837 | $269K |
| Parkshore Wealth Management, Inc. | 0.16% | — | 11,551 | $262K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -26.6% | 11,508 | $261K |
| 1900 Wealth Management LLC | 0.02% | Add +10.5% | 11,458 | $260K |
| Acorn Wealth Advisors, LLC | 0.11% | No change | 11,448 | $260K |
| Access Financial Services, Inc. | 0.12% | Reduce -18.1% | 11,430 | $259K |
| Summit Wealth Group, LLC | 0.07% | No change | 11,402 | $259K |
| Vaughan David Investments LLC | 0.01% | Reduce -25.4% | 11,236 | $255K |
| Souders Financial Advisors | 0.04% | No change | 11,217 | $255K |
| Waterloo Capital, L.P. | 0.03% | New | 11,197 | $254K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -16.7% | 11,000 | $250K |
| Wedbush Securities Inc. | 0.01% | Add +2.3% | 10,956 | $249K |
| Texas Yale Capital Corp. | 0.01% | Reduce -12.9% | 10,768 | $244K |
| Quadrant Capital Group LLC | 0.02% | Reduce -41.2% | 10,759 | $244K |
| Horan Capital Advisors, LLC. | 0.08% | New | 10,653 | $242K |
| Keebeck Wealth Management | 0.03% | No change | 10,548 | $239K |
| Whelan Financial | 0.09% | Reduce -6.6% | 10,461 | $237K |
| Corient Private Wealth LP | 0.00% | Add +4.4% | 10,334 | $235K |
| Compound Planning, Inc. | 0.01% | New | 10,293 | $234K |
| Maple Capital Management, Inc. | 0.02% | Reduce -1.1% | 10,194 | $231K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 10,134 | $230K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -64.8% | 10,128 | $230K |
| Index Fund Advisors, Inc. | 0.01% | Add +1.3% | 9,988 | $227K |
| MidAtlantic Capital Management, Inc. | 0.17% | Reduce -15.5% | 9,962 | $226K |
| Optimum Investment Advisors | 0.10% | Add +0.8% | 9,803 | $223K |
| Quantum Capital Management, LLC / NJ | 0.02% | Add +0.3% | 9,705 | $220K |
| MKD Wealth Coaches, LLC | 0.22% | — | 9,587 | $218K |
| Chapman Financial Group, LLC | 0.17% | — | 9,393 | $213K |
| L.K. Benson & Company, P.C. | 0.15% | — | 9,224 | $209K |
| Burns Matteson Capital Management, LLC | 0.12% | Reduce -1.7% | 9,167 | $208K |
| SRH Advisors, LLC | 0.06% | No change | 9,106 | $207K |
| Drucker Wealth 3.0, LLC | 0.05% | New | 9,080 | $206K |
| Clearwater Capital Advisors, LLC | 0.02% | Reduce -5.5% | 9,061 | $206K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Add +28196.9% | 9,055 | $206K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -16.9% | 9,051 | $205K |
| WNY Asset Management, LLC | 0.03% | Reduce -2.6% | 9,009 | $205K |
| Prospera Financial Services Inc | 0.00% | Add +0.9% | 8,900 | $202K |
| Lake Street Advisors Group, LLC | 0.01% | Add +1.3% | 8,891 | $202K |
| Kelly Financial Group LLC | 0.07% | — | 8,886 | $202K |
| Inspire Advisors, LLC | 0.02% | Add +0.6% | 8,878 | $202K |
| Parkside Financial Bank & Trust | 0.03% | Add +1.3% | 8,644 | $196K |
| PSI Advisors, LLC | 0.06% | New | 8,236 | $187K |
| Evolution Advisers, Inc. | 0.09% | No change | 7,636 | $173K |
| Valley National Advisers Inc. | 0.03% | No change | 7,330 | $166K |
| Allworth Financial LP | 0.00% | Add +1055.3% | 7,255 | $165K |
| Investors Research Corp | 0.04% | No change | 7,094 | $161K |
| Signaturefd, LLC | 0.00% | Add +0.4% | 7,056 | $160K |
| Spire Wealth Management | 0.00% | Reduce -9.2% | 6,605 | $150K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 6,500 | $148K |
| Davis Capital Management | 0.12% | Reduce -1.8% | 6,422 | $146K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -7.0% | 6,110 | $139K |
| Toth Financial Advisory Corp. | 0.02% | Reduce -9.6% | 6,015 | $137K |
| Hurley Capital, LLC | 0.11% | — | 5,896 | $134K |
| Front Row Advisors LLC | 0.05% | No change | 5,837 | $133K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -96.7% | 4,774 | $108K |
| CoreCap Advisors, LLC | 0.00% | Add +7.0% | 4,773 | $108K |
| Wagner Wealth Management, LLC | 0.03% | Add +30.8% | 4,543 | $103K |
| Transce3nd, LLC | 0.03% | — | 4,430 | $101K |
| BlackRock, Inc. | 0.00% | Add +3.6% | 4,369 | $99K |
| Accredited Wealth Management, LLC | 0.09% | — | 4,285 | $97K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 4,202 | $95K |
| Granite Investment Partners, LLC | 0.00% | Add +3.0% | 3,780 | $86K |
| Rothschild Investment LLC | 0.01% | Add +0.6% | 3,717 | $84K |
| Cassady Schiller Wealth Management, LLC | 0.03% | Add +20405.6% | 3,691 | $84K |
| Sound Income Strategies, LLC | 0.00% | Add +136.6% | 3,506 | $80K |
| Robinswood Financial LLC | 0.03% | Reduce -0.2% | 3,454 | $78K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,362 | $76K |
| Stephens Consulting, LLC | 0.02% | Reduce -1.6% | 3,072 | $70K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 2,945 | $67K |
| Mather Group, Llc. | 0.00% | New | 2,754 | $63K |
| National Bank of Canada | 0.00% | No change | 2,650 | $60K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +1.1% | 2,622 | $60K |
| Main Street Group, LTD | 0.02% | Reduce -6.5% | 2,576 | $58K |
| Sierra Ocean, LLC | 0.04% | — | 2,378 | $54K |
| Bristlecone Advisors, LLC | 0.00% | No change | 2,354 | $53K |
| FMR LLC | 0.00% | Reduce -89.5% | 2,197 | $50K |
| Principal Securities, Inc. | 0.00% | Reduce -82.7% | 2,166 | $49K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.1% | 2,056 | $47K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 2,010 | $46K |
| New Republic Capital, LLC | 0.03% | Reduce -36.0% | 1,938 | $44K |
| New Millennium Group LLC | 0.02% | New | 1,659 | $38K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.6% | 1,631 | $37K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,564 | $36K |
| Winthrop Capital Management, LLC | 0.01% | New | 1,536 | $35K |
| Legacy Bridge, LLC | 0.02% | No change | 1,530 | $35K |
| Modus Advisors, LLC | 0.01% | New | 1,464 | $33K |
| Key Financial Inc | 0.01% | New | 1,414 | $32K |
| Parallel Advisors, LLC | 0.00% | Add +0.1% | 1,394 | $32K |
| Tucker Asset Management LLC | 0.01% | Add +2214.8% | 1,250 | $28K |
| Blair William & Co. | 0.00% | Add +12.2% | 1,214 | $28K |
| Thompson Investment Management, Inc. | 0.00% | Add +950.9% | 1,198 | $27K |
| Westside Investment Management, Inc. | 0.01% | No change | 1,116 | $25K |
| Archer Investment Corp | 0.01% | Add +0.3% | 1,103 | $25K |
| NorthRock Partners, LLC | 0.00% | Add +19.8% | 1,011 | $23K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +1.1% | 958 | $22K |
| Truvestments Capital LLC | 0.01% | New | 934 | $21K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 934 | $21K |
| Ameriflex Group, Inc. | 0.01% | — | 884 | $20K |
| New Wave Wealth Advisors LLC | 0.01% | New | 830 | $19K |
| Fort Vancouver Investment Management, LLC | 0.02% | Reduce -6.3% | 808 | $18K |
| Heritage Wealth Advisors | 0.00% | Add +6.0% | 704 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.5% | 677 | $15K |
| Peachtree Investment Partners, LLC | 0.01% | Reduce -50.0% | 650 | $15K |
| Pineridge Advisors LLC | 0.00% | No change | 572 | $13K |
| Bank of Montreal | 0.00% | No change | 560 | $13K |
| Montag A & Associates Inc. | 0.00% | Add +1.4% | 560 | $13K |
| Cordant, Inc. | 0.01% | Add +0.2% | 455 | $10K |
| EPG Wealth Management LLC | 0.00% | No change | 400 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -49.7% | 391 | $9K |
| Financial Gravity Companies, Inc. | 0.00% | New | 376 | $9K |
| Anfield Capital Management, LLC | 0.00% | Add +86.9% | 370 | $8K |
| Atmos Advisory, LLC | 0.01% | No change | 316 | $7K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -32.5% | 308 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -67.7% | 293 | $7K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +6.3% | 287 | $7K |
| Citigroup Inc. | 0.00% | New | 265 | $6K |
| Palouse Capital Management, Inc. | 0.00% | No change | 264 | $6K |
| Hexagon Capital Partners LLC | 0.00% | No change | 262 | $6K |
| New England Asset Management Inc. | 0.00% | No change | 200 | $5K |
| Capital A Wealth Management, LLC | 0.01% | — | 181 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 180 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 174 | $4K |
| Dunhill Financial, LLC | 0.00% | New | 174 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 160 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +0.6% | 159 | $4K |
| Coppell Advisory Solutions LLC | 0.00% | New | 150 | $3K |
| Barrett & Company, Inc. | 0.00% | No change | 138 | $3K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.4% | 144 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 130 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | Add +16.4% | 128 | $3K |
| Kings Path Partners LLC | 0.00% | No change | 124 | $3K |
| LGT Financial Advisors LLC | 0.01% | Add +0.8% | 119 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 106 | $2K |
| Sachetta, LLC | 0.00% | Add +1.1% | 91 | $2K |
| Weaver Capital Management LLC | 0.00% | Reduce -91.3% | 76 | $2K |
| Millstone Evans Group, LLC | 0.00% | — | 72 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | New | 62 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 60 | $1K |
| WR Wealth Planners, LLC | 0.00% | Add +1.9% | 53 | $1K |
| Addison Advisors LLC | 0.00% | No change | 50 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 48 | $1K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 56 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +13.0% | 52 | $1K |
| Continuum Advisory, LLC | 0.00% | Reduce -50.0% | 35 | $792 |
| Sunbelt Securities, Inc. | 0.00% | No change | 32 | $727 |
| GeoWealth Management, LLC | 0.00% | Add +0.0% | 28 | $630 |
| Integrity Financial Corp | 0.00% | New | 20 | $454 |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -50.0% | 12 | $282 |
| AllSquare Wealth Management LLC | 0.00% | No change | 10 | $227 |
| NewSquare Capital LLC | 0.00% | New | 6 | $136 |
| Sittner & Nelson, LLC | 0.00% | New | 4 | $91 |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -50.0% | 1 | $23 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -99.9% | 1 | $17 |
"% of holder's portfolio" is SCHZ's weight in each manager's 13F, not the share of Schwab US Aggregate Bond ETF the manager owns.