Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q1 2025 (March 31)646holders +10
48new positions
39sold out
2famous investors
$23.14avg. 13F price*
At the end of Q1 2025, 646 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, up 10 from Q4 2024. 48 opened new positions and 39 sold out. The largest holders were JPMorgan Chase & Co. ($284.1M), Ameriprise Financial Inc. ($170.3M) and Rockbridge Investment Management, LCC ($159.9M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $37.5M |
| Exits | 39 | $38.8M |
All 13F filers, Q4 2024 → Q1 2025: 14,364,813 shares bought and 10,901,369 shares sold, net +3,463,444 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 646 holders
| JPMorgan Chase & Co. | 0.02% | Add +4.7% | 12,267,223 | $284.1M |
| Ameriprise Financial Inc. | 0.05% | Reduce -14.8% | 7,351,634 | $170.3M |
| Rockbridge Investment Management, LCC | 18.93% | Add +10.1% | 6,905,121 | $159.9M |
| Avantax Planning Partners, Inc. | 5.57% | Add +4.3% | 6,787,890 | $157.2M |
| Charles Schwab Trust Co | 10.50% | Reduce -8.3% | 5,411,514 | $125.3M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -2.5% | 4,942,735 | $114.5M |
| OneDigital Investment Advisors LLC | 1.08% | Reduce -7.4% | 3,931,666 | $91.1M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -11.4% | 3,908,118 | $90.5M |
| Total Wealth Planning, LLC | 13.28% | Add +5.0% | 3,747,793 | $86.8M |
| Wealth Enhancement Advisory Services, LLC | 0.16% | Add +7.4% | 3,691,159 | $85.5M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -20.4% | 3,205,989 | $74.3M |
| HighTower Advisors, LLC | 0.10% | Add +3.1% | 3,186,597 | $73.8M |
| McAdam, LLC | 3.80% | Reduce -4.1% | 2,653,953 | $61.5M |
| Kohmann Bosshard Financial Services, LLC | 6.93% | Add +2.4% | 2,534,350 | $58.7M |
| Hengehold Capital Management LLC | 5.18% | Add +12.6% | 2,351,550 | $54.5M |
| Jane Street Group, LLC | 0.10% | Add +1165.6% | 2,274,341 | $52.7M |
| Morgan Stanley | 0.00% | Add +80.4% | 2,183,723 | $50.6M |
| Mariner, LLC | 0.08% | Add +3.5% | 2,153,283 | $49.9M |
| BlueSky Wealth Advisors, LLC | 7.50% | Add +2.3% | 2,088,164 | $48.4M |
| Pioneer Wealth Management Group | 19.60% | — | 1,965,005 | $45.5M |
| Destination Wealth Management | 1.23% | Reduce -30.1% | 1,691,302 | $39.2M |
| Horst & Graben Wealth Management LLC | 6.18% | Reduce -2.6% | 1,488,509 | $34.5M |
| Blue Trust, Inc. | 0.41% | Add +7.9% | 1,382,096 | $32.0M |
| Austin Private Wealth, LLC | 2.83% | Add +14.0% | 1,360,509 | $31.5M |
| Ascent Group, LLC | 1.28% | Add +260.0% | 1,291,417 | $29.9M |
| Financial Life Advisors | 10.80% | Add +2.3% | 1,251,076 | $29.0M |
| UBS Group AG | 0.01% | Add +256.4% | 1,221,592 | $28.3M |
| TruNorth Capital Management, LLC | 6.73% | Add +2.5% | 1,169,124 | $27.1M |
| Theory Financial LLC | 11.41% | Reduce -12.0% | 1,168,241 | $27.1M |
| KilterHowling LLC | 17.25% | Add +2.3% | 1,165,547 | $26.7M |
| Bank of America Corp. | 0.00% | Reduce -40.0% | 1,145,542 | $26.5M |
| ZynergyRetirementPlanningLLC | 18.76% | Add +107.2% | 1,164,805 | $26.4M |
| Integrity Alliance, Llc. | 1.04% | Add +18.4% | 1,136,753 | $26.3M |
| FLC Capital Advisors | 5.89% | Add +5.2% | 1,134,534 | $26.3M |
| Vident Advisory, LLC | 0.38% | Add +145.3% | 1,109,646 | $25.7M |
| TSA Wealth Managment LLC | 10.18% | Reduce -4.7% | 1,105,136 | $25.6M |
| Alliance Wealth Management Group | 6.80% | Add +2.0% | 1,089,446 | $25.2M |
| Towercrest Capital Management | 4.79% | Add +1.8% | 1,089,446 | $25.2M |
| Mokosak Advisory Group, LLC | 7.65% | Add +6.8% | 1,070,002 | $24.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.44% | Reduce -2.7% | 1,019,167 | $23.6M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -7.2% | 1,008,813 | $23.4M |
| Phil A. Younker & Associates, Ltd. | 21.85% | Reduce -2.5% | 958,560 | $22.2M |
| Plum Street Advisors, LLC | 10.59% | Add +0.3% | 949,067 | $22.0M |
| Sanctuary Advisors, LLC | 0.15% | Reduce -2.9% | 938,147 | $21.7M |
| Jones Financial Companies LLLP | 0.02% | Add +17.0% | 918,319 | $21.2M |
| Tenret Co LLC | 11.68% | Add +5.3% | 831,405 | $19.3M |
| One Wealth Advisors, LLC | 2.86% | Add +3.3% | 826,880 | $19.2M |
| Avantax Advisory Services, Inc. | 0.11% | Reduce -12.7% | 789,936 | $18.3M |
| Revolve Wealth Partners, LLC | 2.49% | Add +1.0% | 742,926 | $17.2M |
| United Capital Financial Advisors, LLC | 0.14% | Reduce -8.0% | 726,387 | $16.8M |
| CFS Investment Advisory Services, LLC | 1.46% | Add +1.1% | 708,243 | $16.4M |
| Asset Allocation Strategies LLC | 3.90% | Add +8.5% | 677,416 | $15.7M |
| James J. Burns & Company, LLC | 2.74% | Reduce -0.7% | 659,589 | $15.3M |
| Bond & Devick Financial Network, Inc. | 5.38% | Add +133.7% | 640,411 | $14.8M |
| Mutual Advisors, LLC | 0.42% | Add +0.9% | 641,700 | $14.8M |
| Raymond James Financial Inc. | 0.01% | Add +9.0% | 637,008 | $14.8M |
| CW Advisors, LLC | 0.17% | Reduce -5.1% | 614,202 | $14.2M |
| Cedar Mountain Advisors, LLC | 3.18% | Add +8.4% | 612,616 | $14.2M |
| Cetera Investment Advisers | 0.03% | Reduce -0.2% | 605,351 | $14.0M |
| FFG Retirement Advisors LLC | 9.35% | Add +1.1% | 592,946 | $13.7M |
| Cerity Partners LLC | 0.03% | Reduce -2.5% | 592,758 | $13.7M |
| Columbus Macro, LLC | 1.77% | Reduce -0.8% | 578,548 | $13.4M |
| Moneta Group Investment Advisors LLC | 0.18% | Add +4.5% | 552,221 | $12.8M |
| Cypress Wealth Services, LLC | 2.57% | Add +0.6% | 546,533 | $12.7M |
| Revisor Wealth Management LLC | 5.60% | Add +73.3% | 544,042 | $12.6M |
| LPL Financial LLC | 0.00% | Reduce -3.4% | 531,858 | $12.3M |
| Kickstand Ventures, Llc. | 3.06% | Reduce -2.3% | 513,422 | $11.9M |
| Christensen, King & Associates Investment Services, Inc. | 5.45% | Reduce -0.1% | 497,736 | $11.5M |
| Summit Financial Strategies, Inc. | 1.15% | Add +1.1% | 493,777 | $11.4M |
| Clearview Wealth Advisors LLC | 8.40% | Reduce -0.6% | 485,694 | $11.2M |
| Myecfo, LLC | 5.91% | Add +1.1% | 482,188 | $11.2M |
| Grove Street Fiduciary, LLC | 5.56% | Reduce -0.7% | 473,240 | $11.0M |
| Apriem Advisors | 1.24% | Add +7.0% | 456,284 | $10.6M |
| Larson Financial Group LLC | 0.50% | Reduce -6.9% | 453,506 | $10.5M |
| Security Financial Services, INC. | 2.01% | Add +2.1% | 437,602 | $10.1M |
| Scarborough Advisors, LLC | 1.43% | New | 434,259 | $10.1M |
| Forthright Family Wealth Advisory LLC | 6.61% | Reduce -2.1% | 431,940 | $10.0M |
| Focus Partners Advisor Solutions, LLC | 0.15% | Reduce -18.4% | 431,831 | $10.0M |
| Mayflower Financial Advisors, LLC | 1.48% | Add +4.4% | 420,508 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -1.0% | 417,685 | $9.7M |
| Creative Planning | 0.01% | Reduce -3.0% | 404,995 | $9.4M |
| Cwm, LLC | 0.04% | Add +4.8% | 404,656 | $9.4M |
| Affinity Capital Advisors, LLC | 1.82% | Add +45.1% | 403,861 | $9.2M |
| Focus Financial Network, Inc. | 0.37% | Add +3.8% | 393,657 | $9.1M |
| Signature Estate & Investment Advisors LLC | 0.23% | Add +6.3% | 384,254 | $8.9M |
| IFP Advisors, Inc | 0.26% | Add +10.9% | 367,891 | $8.5M |
| Leavell Investment Management, Inc. | 0.42% | Reduce -5.4% | 364,320 | $8.4M |
| Brady Martz Wealth Solutions, LLC | 1.90% | Reduce -14.8% | 362,081 | $8.4M |
| Merit Financial Group, LLC | 0.12% | Reduce -2.2% | 357,166 | $8.3M |
| MorganRosel Wealth Management, LLC | 2.50% | Reduce -1.2% | 355,779 | $8.2M |
| AE Wealth Management LLC | 0.07% | Add +6.9% | 353,589 | $8.2M |
| Tempus Wealth Planning, LLC | 2.41% | Add +18.6% | 348,284 | $8.1M |
| Waterford Advisors, LLC | 3.32% | New | 345,285 | $8.0M |
| Waverly Advisors, LLC | 0.10% | Add +0.7% | 343,005 | $7.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.1% | 335,176 | $7.8M |
| Savant Capital, LLC | 0.06% | Add +172.8% | 322,999 | $7.5M |
| Callan Capital, LLC | 0.54% | Reduce -1.8% | 316,402 | $7.3M |
| Spectrum Planning & Advisory Services Inc. | 6.09% | Add +19.9% | 315,850 | $7.3M |
| Avior Wealth Management, LLC | 0.27% | Add +12.6% | 303,563 | $7.0M |
| WealthShield Partners, LLC | 0.90% | Add +0.5% | 302,295 | $7.0M |
| Peak Financial Management, Inc. | 2.08% | Add +8.9% | 300,419 | $7.0M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -1.9% | 299,141 | $6.9M |
| Marotta Asset Management | 1.35% | Reduce -49.6% | 144,366 | $6.9M |
| Clay Northam Wealth Management, LLC | 4.70% | Add +8.0% | 289,841 | $6.7M |
| Client 1ST Advisory Group, LLC | 2.59% | Reduce -4.9% | 287,248 | $6.7M |
| Independent Solutions Wealth Management, LLC | 1.47% | Add +4.2% | 283,942 | $6.6M |
| Reston Wealth Management LLC | 2.58% | Reduce -10.0% | 275,696 | $6.4M |
| Bluespring Wealth Management, LLC | 0.64% | Add +3.0% | 272,719 | $6.3M |
| TPG Advisors LLC | 4.89% | Reduce -5.0% | 267,724 | $6.2M |
| Freestone Capital Holdings, LLC | 0.23% | Reduce -6.4% | 266,167 | $6.2M |
| Daymark Wealth Partners, LLC | 0.26% | Add +10.4% | 265,106 | $6.1M |
| Creative Financial Designs Inc. | 0.47% | Add +7.8% | 253,639 | $5.9M |
| Bogart Wealth, LLC | 0.28% | Add +1.5% | 253,564 | $5.9M |
| Fairway Financial, LLC | 5.28% | Add +0.7% | 251,542 | $5.8M |
| Ashton Thomas Private Wealth, LLC | 0.22% | Add +44.7% | 246,795 | $5.7M |
| Nalls Sherbakoff Group, LLC | 4.63% | — | 246,040 | $5.7M |
| Curtis Advisory Group, LLC | 1.64% | Reduce -0.7% | 240,532 | $5.6M |
| Atria Wealth Solutions, Inc. | 0.07% | Reduce -33.1% | 240,195 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -48.0% | 237,084 | $5.5M |
| SigFig Wealth Management, LLC | 0.20% | Add +3.6% | 442,544 | $5.5M |
| MML Investors Services, LLC | 0.02% | Add +6.1% | 236,095 | $5.5M |
| Robertson Stephens Wealth Management, LLC | 0.20% | Reduce -18.8% | 235,018 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -49.3% | 233,455 | $5.4M |
| Vertex Planning Partners, LLC | 1.16% | Add +1.3% | 228,640 | $5.3M |
| Northeast Financial Group, Inc. | 1.97% | Add +3.3% | 228,290 | $5.3M |
| Apeiron RIA LLC | 1.59% | Add +24.8% | 227,189 | $5.3M |
| Tradition Wealth Management, LLC | 0.46% | Add +2.1% | 224,349 | $5.2M |
| Phillips Financial Management, LLC | 0.40% | Reduce -1.1% | 222,106 | $5.1M |
| Curi Capital, LLC | 0.13% | Reduce -3.2% | 218,665 | $5.1M |
| Brookstone Capital Management | 0.07% | Add +142.0% | 218,196 | $5.1M |
| Midwest Financial Group LLC | 2.85% | Add +139.7% | 211,726 | $4.9M |
| Guardian Financial Partners, LLC | 2.30% | Reduce -0.9% | 207,257 | $4.8M |
| Smart Money Group LLC | 1.62% | Add +41.8% | 206,027 | $4.8M |
| Beacon Bridge Wealth Partners, LLC | 1.94% | Reduce -3.7% | 196,293 | $4.5M |
| Krilogy Financial LLC | 0.29% | Add +2.3% | 192,293 | $4.5M |
| Hidden Cove Wealth Management, LLC | 3.52% | Add +10.4% | 192,259 | $4.5M |
| Wakefield Asset Management LLLP | 1.35% | Reduce -0.1% | 192,217 | $4.5M |
| Manske Wealth Management | 1.68% | Add +5.3% | 191,509 | $4.4M |
| Bfsg, LLC | 0.53% | Add +1.7% | 189,006 | $4.4M |
| HC Advisors, LLC | 3.24% | Add +6.6% | 186,922 | $4.3M |
| Breakwater Investment Management | 1.84% | Add +5.2% | 185,795 | $4.3M |
| Hoxton Planning & Management, LLC | 1.64% | Add +47.1% | 185,144 | $4.3M |
| Marshall Financial Group Inc. | 1.34% | Reduce -5.8% | 184,298 | $4.3M |
| Investment Counsel Co. of Nevada | 9.66% | Add +0.7% | 183,387 | $4.2M |
| Bestgate Wealth Advisors, LLC | 8.76% | Add +2.5% | 182,547 | $4.2M |
| WealthPLAN Partners, LLC | 0.60% | Add +5.6% | 182,342 | $4.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -7.9% | 179,803 | $4.2M |
| Prime Capital Investment Advisors, LLC | 0.05% | Add +301.4% | 178,459 | $4.1M |
| VSM Wealth Advisory, LLC | 1.47% | Reduce -0.1% | 176,259 | $4.1M |
| Midwest Capital Advisors, LLC | 2.47% | Reduce -23.1% | 173,640 | $4.0M |
| Friedenthal Financial | 2.35% | Reduce -23.7% | 170,003 | $3.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.10% | Add +4.1% | 165,523 | $3.8M |
| VanderPol Investments L.L.C. | 8.05% | Add +2.2% | 164,617 | $3.8M |
| Perigon Wealth Management, LLC | 0.10% | Add +1.6% | 163,109 | $3.8M |
| Fischer Financial Services, Inc. | 1.20% | Add +76.9% | 161,215 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -52.2% | 157,372 | $3.6M |
| NYL Investors LLC | 0.23% | Add +1.5% | 153,500 | $3.6M |
| Fifth Third Securities, Inc. | 0.30% | Reduce -43.0% | 152,658 | $3.5M |
| Lifelong Wealth Advisors, Inc. | 1.65% | Add +3.4% | 152,264 | $3.5M |
| Rialto Wealth Management, LLC | 1.08% | Reduce -1.4% | 149,041 | $3.5M |
| My Legacy Advisors, LLC | 1.33% | Add +1.1% | 148,491 | $3.4M |
| Main Street Financial Solutions, LLC | 0.30% | Add +5.9% | 147,969 | $3.4M |
| Stonekeep Investments, LLC | 2.52% | Add +28.4% | 147,265 | $3.4M |
| Grey Fox Wealth Advisors, LLC | 0.91% | Reduce -4.8% | 146,504 | $3.4M |
| Patriot Investment Management Group, Inc. | 0.25% | Reduce -13.2% | 144,320 | $3.3M |
| North Forty Two & Co. | 3.70% | Add +6.7% | 144,297 | $3.3M |
| Harbour Investments, Inc. | 0.10% | Reduce -5.4% | 143,947 | $3.3M |
| Northwest Capital Management Inc | 1.36% | Add +34.3% | 143,026 | $3.3M |
| Chesapeake Wealth Management | 1.18% | Reduce -1.6% | 142,843 | $3.3M |
| Emergent Wealth Advisors, LLC | 2.35% | Add +2.6% | 140,818 | $3.2M |
| Redwood Investment Management, LLC | 0.35% | Add +7.4% | 139,862 | $3.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.43% | Add +9.7% | 138,776 | $3.2M |
| Compass Financial Group, INC | 0.60% | Add +28.6% | 136,964 | $3.2M |
| 5T Wealth, LLC | 1.77% | Reduce -16.2% | 134,398 | $3.1M |
| Curbstone Financial Management Corp | 0.63% | Add +3.2% | 128,100 | $3.0M |
| Lowery Thomas, LLC | 1.97% | Reduce -5.1% | 124,635 | $2.9M |
| HB Wealth Management, LLC | 0.02% | Reduce -16.8% | 123,766 | $2.9M |
| Values Added Financial LLC | 1.57% | Add +97.8% | 122,047 | $2.8M |
| JMG Financial Group, Ltd. | 0.09% | Reduce -5.5% | 117,341 | $2.7M |
| Valmark Advisers, Inc. | 0.04% | Reduce -17.0% | 117,077 | $2.7M |
| Oarsman Capital, Inc. | 0.48% | Reduce -5.4% | 116,234 | $2.7M |
| OneAscent Financial Services LLC | 0.17% | Reduce -3.2% | 114,976 | $2.7M |
| Fullcircle Wealth LLC | 1.10% | Add +2.8% | 114,881 | $2.7M |
| Foundations Investment Advisors, LLC | 0.05% | Add +7.8% | 114,854 | $2.7M |
| Financial Designs Corp | 1.82% | Add +1.7% | 112,572 | $2.6M |
| Capital Management Associates, Inc | 0.59% | Add +9.7% | 111,814 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +49.5% | 108,310 | $2.5M |
| Independent Financial Group, LLC | 0.09% | Add +4.4% | 107,784 | $2.5M |
| Firethorn Wealth Partners, LLC | 1.19% | Reduce -1.6% | 107,743 | $2.5M |
| CreativeOne Wealth, LLC | 0.07% | Add +11.6% | 107,021 | $2.5M |
| Cooper/Haims Advisors, LLC | 1.33% | Reduce -19.9% | 106,102 | $2.5M |
| Blue Barn Wealth, LLC | 1.27% | Reduce -12.9% | 104,869 | $2.4M |
| ETF Store, Inc. | 2.95% | Reduce -2.1% | 103,891 | $2.4M |
| Magnolia Capital Advisors LLC | 0.65% | No change | 103,630 | $2.4M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.9% | 103,235 | $2.4M |
| M1 Capital Management LLC | 1.49% | Add +12.8% | 102,950 | $2.4M |
| Victrix Investment Advisors | 1.25% | New | 104,042 | $2.4M |
| Ancora Advisors LLC | 0.05% | Reduce -3.9% | 101,741 | $2.4M |
| Maia Wealth LLC | 0.53% | Add +5.8% | 102,411 | $2.3M |
| Retirement Planning Group, LLC | 0.11% | Reduce -5.4% | 100,939 | $2.3M |
| CVA Family Office, LLC | 0.36% | Add +7.0% | 100,471 | $2.3M |
| Nwam LLC | 0.20% | Add +35.9% | 100,298 | $2.3M |
| Cooper Financial Group | 0.31% | Add +12.2% | 100,278 | $2.3M |
| Vantage Financial Partners, LLC | 0.57% | Reduce -6.6% | 98,185 | $2.3M |
| Omega Financial Group, LLC | 0.87% | Add +0.3% | 98,054 | $2.3M |
| Bangor Savings Bank | 0.21% | Add +0.2% | 97,412 | $2.3M |
| Zhang Financial LLC | 0.12% | Add +157.6% | 96,868 | $2.2M |
| Sightline Wealth Advisors, LLC | 1.17% | Reduce -11.2% | 96,009 | $2.2M |
| Diversify Wealth Management, LLC | 0.16% | Reduce -8.3% | 95,402 | $2.2M |
| Captrust Financial Advisors | 0.01% | Reduce -25.9% | 95,444 | $2.2M |
| Strategic Blueprint, LLC | 0.12% | Add +13.4% | 93,380 | $2.2M |
| RKL Wealth Management LLC | 0.20% | Reduce -15.3% | 93,052 | $2.2M |
| Eagle Harbor Asset Management Inc. | 2.18% | Add +1.4% | 108,637 | $2.1M |
| Gen-Wealth Partners Inc | 0.86% | Add +9.1% | 89,414 | $2.1M |
| RDA Financial Network | 0.62% | Reduce -8.2% | 89,399 | $2.1M |
| AlphaCore Capital LLC | 0.18% | Add +6.2% | 89,355 | $2.1M |
| Avidian Wealth Enterprises, LLC | 0.09% | Reduce -5.5% | 89,127 | $2.1M |
| Oldfather Financial Services, LLC | 0.78% | Add +5.6% | 88,766 | $2.1M |
| Elios Financial Group Inc. | 1.01% | Reduce -0.7% | 88,177 | $2.0M |
| Ballast Advisors LLC | 0.65% | Add +2.0% | 88,021 | $2.0M |
| Act Wealth Management, LLC | 0.92% | Add +5.2% | 87,746 | $2.0M |
| Transform Wealth, LLC | 0.12% | Reduce -5.6% | 87,209 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -7.9% | 86,570 | $2.0M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -7.9% | 86,570 | $2.0M |
| Sutton Place Investors LLC | 1.34% | Reduce -2.5% | 85,850 | $2.0M |
| Lathrop Investment Management Co. | 0.39% | Add +12.3% | 84,147 | $1.9M |
| Bush Investment Group, LLC | 1.46% | Add +3.1% | 83,818 | $1.9M |
| Red Tortoise LLC | 1.01% | Add +18.6% | 83,793 | $1.9M |
| Calton & Associates, Inc. | 0.44% | New | 82,391 | $1.9M |
| Range Financial Group LLC | 0.84% | Add +10.1% | 81,755 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -75.8% | 81,376 | $1.9M |
| C M Bidwell & Associates Ltd. | 1.10% | Add +10.1% | 79,129 | $1.8M |
| LVW Advisors, LLC | 0.22% | Add +7.8% | 79,065 | $1.8M |
| LexAurum Advisors, LLC | 0.35% | Add +31.8% | 78,638 | $1.8M |
| Bcwm, LLC | 0.63% | Add +3.4% | 78,301 | $1.8M |
| NBT Bank, N.A. | 0.13% | Reduce -3.8% | 77,792 | $1.8M |
| SeaCrest Wealth Management, LLC | 0.20% | Add +4.5% | 77,386 | $1.8M |
| Lodestar Private Asset Management LLC | 0.22% | Reduce -8.3% | 76,321 | $1.8M |
| Natixis Advisors, LLC | 0.00% | Add +4.4% | 75,318 | $1.7M |
| ProVise Management Group, LLC | 0.15% | Reduce -2.2% | 75,109 | $1.7M |
| WBH Advisory Inc. | 0.16% | Add +1.8% | 74,603 | $1.7M |
| Brookwood Investment Group LLC | 0.29% | — | 74,045 | $1.7M |
| Eley Financial Management, Inc | 0.69% | Add +0.5% | 73,882 | $1.7M |
| Cherry Tree Wealth Management, LLC | 0.41% | Reduce -2.2% | 73,706 | $1.7M |
| Blossom Wealth Management | 3.40% | Add +11.0% | 72,932 | $1.7M |
| Cutler Investment Counsel LLC | 0.20% | Add +80.6% | 70,201 | $1.6M |
| Clear Creek Financial Management, LLC | 0.17% | Add +5.8% | 69,284 | $1.6M |
| HHM Wealth Advisors, LLC | 0.21% | Reduce -9.2% | 66,936 | $1.6M |
| Empirical Asset Management, LLC | 0.53% | Add +11.7% | 66,719 | $1.5M |
| Alaska Wealth Advisors, LLC | 0.24% | Add +6.9% | 66,274 | $1.5M |
| Sterling Investment Management, LLC | 1.09% | Add +4.6% | 66,088 | $1.5M |
| Farnam Financial LLC | 1.55% | Add +0.4% | 66,056 | $1.5M |
| Avion Wealth | 0.39% | No change | 66,329 | $1.5M |
| Smart Portfolios, LLC | 1.62% | No change | 64,280 | $1.5M |
| Mendel Capital Management LLC | 0.90% | Add +0.0% | 63,922 | $1.5M |
| Csenge Advisory Group | 0.08% | Reduce -1.8% | 64,033 | $1.5M |
| Sage Financial Management Group, Inc. | 0.52% | Reduce -0.3% | 61,886 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | Add +2.2% | 61,161 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.67% | Add +3.9% | 60,921 | $1.4M |
| Adamsbrown Wealth Consultants LLC | 0.44% | Reduce -2.0% | 60,843 | $1.4M |
| Seneca Financial Advisors LLC | 0.67% | Add +7.9% | 59,750 | $1.4M |
| OMC Financial Services LTD | 0.62% | Reduce -0.3% | 59,500 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -0.5% | 58,601 | $1.4M |
| Stockman Wealth Management, Inc. | 0.20% | Add +3.9% | 58,025 | $1.3M |
| Shared Vision Wealth Group LLC | 0.73% | Add +1.6% | 57,740 | $1.3M |
| Coordinated Financial Services, Inc. | 1.03% | — | 56,991 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.16% | Reduce -2.1% | 56,805 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -14.3% | 56,580 | $1.3M |
| Modera Wealth Management, LLC | 0.02% | Add +0.8% | 56,007 | $1.3M |
| CENTRAL TRUST Co | 0.03% | Add +27.7% | 55,572 | $1.3M |
| Heritage Wealth Partners, LLC | 1.95% | New | 55,294 | $1.3M |
| GWN Securities Inc. | 0.07% | New | 55,006 | $1.3M |
| Kiley Juergens Wealth Management, LLC | 0.34% | Add +18.2% | 54,496 | $1.3M |
| W Advisors, LLC | 0.79% | Add +0.5% | 54,336 | $1.3M |
| Old Mission Capital LLC | 0.02% | Reduce -77.7% | 54,236 | $1.3M |
| Townsquare Capital LLC | 0.01% | Add +21.8% | 54,171 | $1.3M |
| Lane & Associates LLC | 0.67% | New | 54,021 | $1.3M |
| Hill Island Financial LLC | 0.36% | Reduce -17.1% | 53,685 | $1.2M |
| Arete Wealth Advisors, LLC | 0.09% | Add +6.6% | 53,273 | $1.2M |
| Beacon Financial Advisory LLC | 0.37% | Add +13.5% | 53,238 | $1.2M |
| Twele Capital Management, Inc. | 0.25% | Add +0.6% | 51,854 | $1.2M |
| Orcam Financial Group | 1.12% | Add +0.2% | 51,429 | $1.2M |
| IFG Advisory, LLC | 0.07% | Add +32.2% | 50,638 | $1.2M |
| Advisory Services Network, LLC | 0.02% | Add +9.6% | 50,492 | $1.2M |
| Heritage Family Offices, LLP | 0.58% | Add +25.7% | 49,012 | $1.1M |
| True North Advisors, LLC | 0.20% | New | 48,701 | $1.1M |
| Faithward Advisors, LLC | 0.20% | Reduce -10.4% | 48,643 | $1.1M |
| Park Edge Advisors, LLC | 0.31% | Add +8.0% | 47,491 | $1.1M |
| Carnegie Investment Counsel | 0.03% | Add +11.2% | 47,414 | $1.1M |
| Signal Advisors Wealth, LLC | 0.11% | Reduce -13.1% | 46,797 | $1.1M |
| Wealthspire Retirement, LLC | 0.08% | Reduce -18.5% | 45,560 | $1.1M |
| Maripau Wealth Management LLC | 0.59% | Reduce -17.2% | 44,559 | $1.0M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -4.7% | 44,067 | $1.0M |
| K2 Financial Inc. | 0.99% | Add +6.7% | 44,361 | $1.0M |
| Koshinski Asset Management, Inc. | 0.08% | Reduce -0.8% | 43,159 | $1000K |
| Mission Creek Capital Partners, Inc. | 0.24% | Reduce -1.2% | 43,085 | $998K |
| Hobbs Wealth Management, LLC | 1.10% | Reduce -2.8% | 42,816 | $992K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -59.5% | 42,750 | $990K |
| Haven Private, LLC | 0.56% | Reduce -6.1% | 42,655 | $988K |
| Great Waters Wealth Management | 0.14% | Reduce -4.6% | 42,396 | $982K |
| Cahill Financial Advisors Inc. | 0.13% | Reduce -21.1% | 42,204 | $977K |
| Burt Wealth Advisors | 0.24% | Reduce -1.2% | 42,058 | $974K |
| Crabel Capital Management, LLC | 1.05% | New | 42,032 | $973K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -0.0% | 42,014 | $973K |
| SageView Advisory Group, LLC | 0.04% | Add +2.7% | 41,995 | $973K |
| Pinnacle Family Advisors, LLC | 0.53% | Add +5.4% | 41,898 | $970K |
| Shearwater Capital LLC | 0.68% | No change | 41,789 | $968K |
| Novus Advisors, LLC | 0.97% | Add +5.7% | 41,590 | $963K |
| Valley Forge Investment Consultants Inc. Adv | 0.34% | Reduce -51.8% | 41,464 | $960K |
| WealthTrak Capital Management LLC | 0.80% | Add +3.1% | 40,165 | $930K |
| BCS Wealth Management | 0.24% | Reduce -2.0% | 39,585 | $917K |
| Legacy Wealth Management, LLC | 0.06% | Add +64.7% | 39,347 | $911K |
| Empower Advisory Group, LLC | 0.00% | No change | 39,228 | $909K |
| Corrigan Financial, Inc. | 0.19% | Reduce -41.4% | 39,202 | $908K |
| MSH Capital Advisors LLC | 0.28% | Add +68.3% | 38,984 | $903K |
| RCS Financial Planning, LLC | 0.47% | Add +37.6% | 38,852 | $900K |
| Ausdal Financial Partners, Inc. | 0.07% | Add +3.6% | 38,671 | $896K |
| Latitude Advisors, LLC | 0.52% | Add +7.5% | 38,579 | $893K |
| VERITY Wealth Advisors | 0.66% | Reduce -16.5% | 38,321 | $888K |
| Catalina Capital Group, LLC | 0.59% | Add +3.4% | 38,113 | $883K |
| Capital Insight Partners, LLC | 0.15% | Reduce -0.1% | 38,097 | $882K |
| FIDELIS iM, LLC | 0.40% | No change | 37,360 | $865K |
| Signet Investment Advisory Group, Inc. | 0.44% | Add +4.1% | 37,343 | $865K |
| TD Private Client Wealth LLC | 0.02% | Add +30.8% | 36,287 | $840K |
| Aletheian Wealth Advisors LLC | 0.47% | Add +0.0% | 36,184 | $838K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -21.7% | 35,733 | $828K |
| HRT Financial LP | 0.01% | New | 35,682 | $826K |
| Gradient Capital Advisors, LLC | 0.27% | Add +3.5% | 35,488 | $822K |
| Lido Advisors, LLC | 0.00% | Reduce -54.5% | 34,704 | $804K |
| OMNI 360 Wealth, Inc. | 0.53% | Add +5.3% | 34,381 | $796K |
| Roundview Capital LLC | 0.06% | Add +1.3% | 34,306 | $795K |
| GatePass Capital, LLC | 0.60% | Add +2.3% | 34,016 | $788K |
| Sowell Financial Services LLC | 0.04% | Add +0.2% | 33,876 | $785K |
| Western Financial Corp | 0.46% | Reduce -8.7% | 33,822 | $783K |
| Resurgent Financial Advisors LLC | 0.47% | Add +4.4% | 33,500 | $776K |
| Vermillion Wealth Management, Inc. | 0.23% | Reduce -10.4% | 33,165 | $768K |
| Beacon Financial Group | 0.08% | Reduce -12.4% | 32,948 | $763K |
| Merkkuri Wealth Advisors LLC | 0.65% | Add +6.1% | 32,747 | $758K |
| US Bancorp \de | 0.00% | Reduce -12.5% | 32,532 | $753K |
| Juncture Wealth Strategies, LLC | 0.29% | Reduce -8.1% | 32,482 | $752K |
| JFS Wealth Advisors, LLC | 0.05% | Add +3.1% | 32,272 | $747K |
| Ethos Financial Group, LLC | 0.07% | Add +4.2% | 32,833 | $746K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -47.1% | 31,850 | $738K |
| Semmax Financial Advisors Inc. | 0.20% | Add +6.7% | 32,010 | $733K |
| World Investment Advisors | 0.02% | Reduce -49.7% | 31,525 | $730K |
| Endowment Wealth Management, Inc. | 0.47% | Reduce -6.5% | 31,460 | $729K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +16.8% | 31,413 | $728K |
| Ahl Investment Management, Inc. | 0.50% | Add +19.1% | 31,243 | $724K |
| Garde Capital, Inc. | 0.04% | New | 31,099 | $720K |
| Leading Edge Financial Planning LLC | 0.22% | Add +0.1% | 31,029 | $719K |
| Marcum Wealth, LLC | 0.06% | New | 30,761 | $712K |
| Bigelow Investment Advisors, LLC | 0.34% | Reduce -8.2% | 30,680 | $711K |
| D L Carlson Investment Group Inc. | 0.14% | Reduce -10.6% | 30,448 | $705K |
| Ridgeline Wealth, LLC | 0.60% | Reduce -14.6% | 30,422 | $705K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -79.6% | 30,363 | $703K |
| CWC Advisors, LLC. | 0.40% | Reduce -0.4% | 30,227 | $700K |
| Sonoma Private Wealth LLC | 0.96% | Reduce -0.8% | 29,956 | $694K |
| Meridian Wealth Partners, LLC | 0.11% | Add +0.4% | 29,737 | $689K |
| Visionary Wealth Advisors | 0.04% | Add +6.0% | 29,476 | $683K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.4% | 29,150 | $671K |
| Powers Advisory Group, LLC | 0.32% | Add +76.1% | 28,910 | $670K |
| Alpha Omega Wealth Management LLC | 0.13% | Add +0.2% | 28,731 | $665K |
| Focus Partners Wealth | 0.00% | Reduce -11.2% | 28,189 | $653K |
| Brand Asset Management Group, Inc. | 0.27% | Reduce -6.7% | 28,104 | $651K |
| Lederer & Associates Investment Counsel | 0.47% | Add +0.1% | 27,874 | $646K |
| Sovran Advisors, LLC | 0.08% | Reduce -4.6% | 27,335 | $627K |
| Kelman-Lazarov, Inc. | 0.11% | Add +6.6% | 26,776 | $620K |
| Dentgroup LLC | 0.46% | Add +10.3% | 26,587 | $616K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -15.4% | 26,479 | $613K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | No change | 26,091 | $604K |
| GK Wealth Management LLC | 0.75% | Add +17.9% | 25,979 | $602K |
| Advisory Alpha, LLC | 0.02% | Add +21.8% | 25,703 | $595K |
| Liberty Capital Management, Inc. | 0.13% | Add +4.8% | 25,702 | $595K |
| Embree Financial Group | 0.10% | Reduce -9.6% | 25,416 | $589K |
| Pacific Capital Wealth Advisors, Inc. | 0.10% | No change | 24,996 | $579K |
| Davis Wealth Advisors, LLC | 0.65% | Reduce -40.9% | 24,667 | $571K |
| Laraway Financial Advisors Inc | 0.45% | Reduce -2.6% | 24,590 | $570K |
| IHT Wealth Management, LLC | 0.02% | Reduce -10.1% | 24,253 | $562K |
| Pure Financial Advisors, LLC | 0.01% | No change | 23,876 | $553K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -8.0% | 23,853 | $552K |
| Hutchens & Kramer Investment Management Group, LLC | 0.30% | Reduce -0.8% | 23,696 | $549K |
| Luts & Greenleigh Group, Inc. | 0.54% | Reduce -2.0% | 23,412 | $542K |
| Investment Planning Advisors, Inc. | 0.22% | Add +12.7% | 23,211 | $538K |
| Seek First Inc. | 0.47% | — | 22,783 | $528K |
| Bison Wealth, LLC | 0.05% | Reduce -29.3% | 22,498 | $521K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +2.8% | 22,383 | $518K |
| Legacy Financial Strategies, LLC | 0.11% | Reduce -11.6% | 22,347 | $518K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +0.7% | 22,226 | $515K |
| One Capital Management, LLC | 0.02% | No change | 22,200 | $514K |
| Rothschild Wealth LLC | 0.14% | Add +67.1% | 21,956 | $509K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -36.0% | 21,938 | $508K |
| Aveo Capital Partners, LLC | 0.08% | Add +46.9% | 21,761 | $501K |
| Truist Financial Corp. | 0.00% | Add +2.5% | 21,526 | $499K |
| Greenup Street Wealth Management LLC | 0.10% | Reduce -77.7% | 21,470 | $497K |
| Financial Consulate, Inc. | 0.13% | Add +9.2% | 21,462 | $497K |
| Wealthgarden F.S. LLC | 0.47% | Reduce -7.0% | 21,317 | $494K |
| New Harbor Financial Group, LLC | 0.13% | No change | 20,900 | $484K |
| Geometric Wealth Advisors | 0.08% | Add +1.1% | 20,745 | $480K |
| Plan A Wealth LLC | 0.37% | Add +14.2% | 20,713 | $480K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -9.7% | 20,607 | $477K |
| Sawgrass Asset Management LLC | 0.06% | No change | 20,602 | $477K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +6.1% | 20,527 | $475K |
| FAS Wealth Partners, Inc. | 0.04% | Add +8.3% | 19,843 | $460K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 19,640 | $455K |
| Retirement Guys Formula LLC | 0.23% | Reduce -1.3% | 19,589 | $454K |
| Bowman & Co S.C. | 0.22% | Reduce -55.8% | 19,559 | $453K |
| Versant Capital Management, Inc | 0.08% | Reduce -6.3% | 19,546 | $453K |
| Hardin Capital Partners, LLC | 0.28% | Add +1.3% | 19,512 | $452K |
| Zacks Investment Management | 0.00% | Reduce -25.6% | 19,457 | $451K |
| ONE Advisory Partners, LLC | 0.19% | Add +43.4% | 19,399 | $449K |
| Wealth Alliance, LLC | 0.05% | Add +22.3% | 19,359 | $448K |
| Fulcrum Equity Management | 0.49% | Reduce -1.6% | 19,267 | $446K |
| Wedmont Private Capital | 0.02% | No change | 19,610 | $446K |
| Martin Worley Group | 0.25% | Add +5.4% | 19,047 | $441K |
| Centaurus Financial, Inc. | 0.03% | Add +13.5% | 18,756 | $434K |
| Sherwood Financial Partners, LLC | 0.42% | Reduce -10.1% | 18,723 | $434K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -44.2% | 18,548 | $430K |
| Fermata Advisors, LLC | 0.08% | No change | 18,422 | $427K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1837200.0% | 18,373 | $426K |
| Quotient Wealth Partners, LLC | 0.01% | New | 18,371 | $425K |
| FDx Advisors, Inc. | 0.14% | Reduce -0.7% | 18,363 | $425K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.6% | 18,261 | $423K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -38.4% | 18,093 | $419K |
| WealthCollab, LLC | 0.26% | Reduce -7.5% | 18,047 | $418K |
| Rappaport Reiches Capital Management, LLC | 0.10% | Reduce -0.3% | 17,672 | $409K |
| Joule Financial, LLC | 0.14% | Reduce -0.8% | 17,658 | $409K |
| Syntegra Private Wealth Group, LLC | 0.05% | Reduce -7.2% | 17,622 | $408K |
| Aspiriant, LLC | 0.01% | Reduce -29.3% | 17,356 | $402K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.9% | 17,205 | $398K |
| D.B. Root & Company, LLC | 0.13% | Reduce -2.9% | 17,202 | $398K |
| RBA Wealth Management, LLC | 0.16% | Add +2.4% | 17,152 | $397K |
| Walker Financial Services, Inc. | 0.21% | Reduce -5.6% | 17,078 | $396K |
| Swmg, LLC | 0.16% | Add +0.4% | 16,970 | $392K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Reduce -2.3% | 16,870 | $391K |
| Grey Ledge Advisors, LLC | 0.10% | Reduce -33.5% | 16,679 | $386K |
| &partners | 0.00% | Add +0.6% | 16,613 | $386K |
| Courage Miller Partners, LLC | 0.13% | No change | 16,466 | $381K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.7% | 16,421 | $380K |
| Kingswood Wealth Advisors, LLC | 0.03% | Add +0.8% | 16,318 | $378K |
| Western Wealth Management, LLC | 0.03% | Reduce -40.7% | 16,247 | $376K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -2.0% | 16,114 | $373K |
| Lansing Street Advisors | 0.12% | New | 15,898 | $368K |
| Note Advisors, LLC | 0.30% | Add +3.7% | 15,774 | $365K |
| Sax Wealth Advisors, LLC | 0.03% | New | 15,680 | $363K |
| Portside Wealth Group, LLC | 0.06% | No change | 15,648 | $362K |
| Fortis Capital Advisors, LLC | 0.07% | New | 15,446 | $358K |
| Belpointe Asset Management LLC | 0.02% | New | 15,446 | $358K |
| Oregon Pacific Wealth Management, LLC | 0.35% | Reduce -14.5% | 15,187 | $352K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -13.7% | 15,048 | $349K |
| Alley Investment Management Company, LLC | 0.04% | Reduce -3.1% | 14,800 | $343K |
| Legacy Edge Advisors, LLC | 0.05% | New | 14,744 | $341K |
| American Capital Advisory, LLC | 0.18% | Reduce -6.0% | 14,652 | $339K |
| Lewis Asset Management, LLC | 0.28% | Reduce -0.4% | 14,596 | $338K |
| Ascentis Independent Advisors | 0.07% | No change | 14,550 | $337K |
| Burns J W & Co. Inc. | 0.04% | Add +2.7% | 14,384 | $333K |
| Worth Asset Management, LLC | 0.18% | New | 14,310 | $331K |
| AQR Capital Management | 0.00% | Add +15.9% | 14,212 | $329K |
| Brighton Jones LLC | 0.01% | Add +1.4% | 14,169 | $328K |
| Murphy & Mullick Capital Management Corp | 0.32% | Reduce -12.7% | 14,166 | $328K |
| Tiaa Trust, National Association | 0.00% | Add +0.2% | 14,010 | $324K |
| Midwest Heritage Bank, FSB | 0.13% | Reduce -30.4% | 13,903 | $322K |
| Drucker Wealth 3.0, LLC | 0.07% | Add +52.3% | 13,832 | $320K |
| Mgo One Seven LLC | 0.01% | Add +0.8% | 13,674 | $317K |
| Opes Wealth Management LLC | 0.06% | Add +2.3% | 13,594 | $315K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 13,455 | $312K |
| Code Waechter LLC | 0.26% | Add +8.4% | 13,448 | $311K |
| GS Investments, Inc. | 0.15% | Reduce -1.3% | 13,348 | $309K |
| Accelerate Investment Advisors LLC | 0.26% | New | 13,328 | $309K |
| Royal Bank of Canada | 0.00% | Reduce -52.9% | 13,302 | $308K |
| First National Corp. /Ma/ | 0.07% | New | 13,229 | $306K |
| Keebeck Wealth Management | 0.04% | Add +23.0% | 12,974 | $300K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -42.0% | 12,953 | $300K |
| Manchester Financial Inc. | 0.07% | Reduce -67.4% | 12,882 | $298K |
| Burk Holdings LLC | 0.23% | Add +0.1% | 12,871 | $298K |
| Partners in Financial Planning | 0.06% | Reduce -3.2% | 12,854 | $298K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.6% | 12,724 | $295K |
| Per Stirling Capital Management, LLC. | 0.04% | Reduce -0.2% | 12,570 | $291K |
| Diversified Investment Strategies, LLC | 0.20% | Reduce -32.6% | 12,560 | $291K |
| Regimen Wealth, LLC | 0.09% | Add +0.7% | 12,522 | $290K |
| Novem Group | 0.04% | Reduce -1.6% | 12,269 | $284K |
| Cardiff Park Advisors, LLC | 0.03% | Add +0.7% | 12,187 | $282K |
| Evensky & Katz LLC | 0.02% | Add +0.4% | 12,069 | $280K |
| Certus Wealth Management, LLC | 0.19% | No change | 12,264 | $280K |
| Keystone Global Partners, LLC | 0.19% | — | 11,922 | $276K |
| Compound Planning, Inc. | 0.01% | Add +15.3% | 11,873 | $275K |
| L.M. Kohn & Company | 0.07% | New | 11,766 | $273K |
| Choreo, LLC | 0.00% | Reduce -17.7% | 11,747 | $272K |
| Parkshore Wealth Management, Inc. | 0.16% | Reduce -0.0% | 11,550 | $267K |
| Waterloo Capital, L.P. | 0.02% | Add +2.5% | 11,480 | $266K |
| MKD Wealth Coaches, LLC | 0.30% | Add +19.3% | 11,434 | $265K |
| Access Financial Services, Inc. | 0.11% | No change | 11,430 | $265K |
| PFG Advisors | 0.01% | Reduce -9.6% | 11,419 | $264K |
| Claro Advisors Inc. | 0.04% | New | 11,404 | $264K |
| Keystone Financial Group, Inc. | 0.18% | Reduce -17.7% | 11,411 | $262K |
| Summit Wealth Group, LLC | 0.08% | Reduce -1.6% | 11,218 | $260K |
| Acorn Wealth Advisors, LLC | 0.11% | Reduce -2.0% | 11,220 | $260K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 11,000 | $255K |
| Wedbush Securities Inc. | 0.01% | No change | 10,956 | $254K |
| Souders Financial Advisors | 0.04% | Reduce -2.4% | 10,944 | $253K |
| Texas Yale Capital Corp. | 0.01% | No change | 10,768 | $249K |
| Steele Capital Management, Inc. | 0.01% | New | 10,757 | $249K |
| Horan Capital Advisors, LLC. | 0.08% | No change | 10,653 | $247K |
| Vaughan David Investments LLC | 0.01% | Reduce -8.9% | 10,241 | $237K |
| Whelan Financial | 0.09% | Reduce -2.5% | 10,200 | $236K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -11.8% | 10,149 | $235K |
| Smartleaf Asset Management LLC | 0.02% | New | 10,178 | $235K |
| Cannon Financial Strategists, Inc. | 0.04% | No change | 10,134 | $235K |
| Talisman Wealth Advisors LLC | 0.24% | New | 10,103 | $234K |
| 1900 Wealth Management LLC | 0.02% | Reduce -12.6% | 10,020 | $232K |
| Optimum Investment Advisors | 0.11% | Add +2.0% | 10,001 | $232K |
| Elgethun Capital Management | 0.05% | New | 10,000 | $232K |
| Caliber Wealth Management, LLC / KS | 0.03% | — | 9,987 | $231K |
| Quantum Capital Management, LLC / NJ | 0.02% | Add +2.7% | 9,963 | $231K |
| MidAtlantic Capital Management, Inc. | 0.18% | Reduce -0.2% | 9,944 | $230K |
| Professional Financial Advisors, LLC | 0.06% | New | 9,865 | $228K |
| Sage Financial Group Inc. | 0.02% | New | 9,652 | $224K |
| Cardinal Point Capital Management ULC | 0.02% | New | 9,606 | $222K |
| Maple Capital Management, Inc. | 0.02% | Reduce -6.3% | 9,549 | $221K |
| Cobblestone Capital Advisors LLC | 0.01% | Reduce -6.0% | 9,516 | $220K |
| Twin Peaks Wealth Advisors, LLC | 0.10% | New | 9,456 | $217K |
| PSI Advisors, LLC | 0.07% | Add +12.6% | 9,270 | $215K |
| Magnus Financial Group LLC | 0.02% | New | 9,241 | $214K |
| High Falls Advisors, Inc | 0.05% | New | 9,210 | $213K |
| Burns Matteson Capital Management, LLC | 0.11% | Add +0.1% | 9,174 | $212K |
| Simplicity Wealth,LLC | 0.02% | New | 9,141 | $212K |
| SRH Advisors, LLC | 0.07% | No change | 9,106 | $211K |
| Exchange Capital Management, Inc. | 0.03% | Reduce -54.6% | 9,058 | $210K |
| SCS Capital Management LLC | 0.00% | New | 8,954 | $207K |
| Kaizen Financial Strategies | 0.12% | Reduce -84.8% | 8,860 | $205K |
| Prospera Financial Services Inc | 0.00% | Reduce -0.6% | 8,844 | $205K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -2.3% | 8,849 | $205K |
| Inspire Advisors, LLC | 0.02% | Reduce -0.7% | 8,817 | $204K |
| Index Fund Advisors, Inc. | 0.01% | Reduce -12.5% | 8,743 | $202K |
| Parkside Financial Bank & Trust | 0.03% | Add +0.7% | 8,706 | $202K |
| ORG Partners LLC | 0.05% | Reduce -50.3% | 8,603 | $199K |
| FMR LLC | 0.00% | Add +265.2% | 8,023 | $186K |
| Prestige Wealth Management Group LLC | 0.04% | Add +25.9% | 7,694 | $178K |
| Evolution Advisers, Inc. | 0.09% | No change | 7,636 | $176K |
| Investors Research Corp | 0.04% | No change | 7,094 | $164K |
| Valley National Advisers Inc. | 0.03% | Reduce -5.9% | 6,900 | $159K |
| Davis Capital Management | 0.13% | Add +5.4% | 6,771 | $157K |
| Spire Wealth Management | 0.00% | Add +0.5% | 6,640 | $154K |
| Glass Jacobson Investment Advisors llc | 0.05% | No change | 6,500 | $148K |
| Toth Financial Advisory Corp. | 0.02% | No change | 6,015 | $139K |
| Front Row Advisors LLC | 0.05% | Add +0.0% | 5,838 | $135K |
| AdvisorNet Financial, Inc | 0.01% | Add +11.7% | 5,333 | $124K |
| Quadrant Capital Group LLC | 0.00% | Reduce -50.9% | 5,283 | $122K |
| Wagner Wealth Management, LLC | 0.03% | Add +16.1% | 5,276 | $122K |
| Colonial Trust Advisors | 0.01% | New | 5,238 | $121K |
| CoreCap Advisors, LLC | 0.01% | Add +6.1% | 5,064 | $117K |
| New Millennium Group LLC | 0.08% | Add +201.4% | 5,001 | $116K |
| Coldstream Capital Management Inc. | 0.00% | New | 4,976 | $115K |
| New Republic Capital, LLC | 0.05% | Add +132.6% | 4,507 | $104K |
| BlackRock, Inc. | 0.00% | Add +0.8% | 4,405 | $102K |
| Accredited Wealth Management, LLC | 0.08% | Add +0.1% | 4,287 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 4,202 | $97K |
| Granite Investment Partners, LLC | 0.00% | No change | 3,780 | $88K |
| Rothschild Investment LLC | 0.01% | No change | 3,717 | $86K |
| Robinswood Financial LLC | 0.03% | Add +0.0% | 3,455 | $80K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 3,362 | $78K |
| Comerica Bank | 0.00% | Reduce -79.7% | 3,161 | $73K |
| Stephens Consulting, LLC | 0.02% | No change | 3,072 | $71K |
| Clearstead Advisors, LLC | 0.00% | Add +0.4% | 2,957 | $68K |
| Citigroup Inc. | 0.00% | Add +1005.7% | 2,930 | $68K |
| Allworth Financial LP | 0.00% | Reduce -62.9% | 2,691 | $62K |
| National Bank of Canada | 0.00% | No change | 2,650 | $61K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.6% | 2,638 | $61K |
| Main Street Group, LTD | 0.03% | Reduce -3.5% | 2,486 | $58K |
| Sierra Ocean, LLC | 0.04% | No change | 2,378 | $55K |
| Bristlecone Advisors, LLC | 0.00% | No change | 2,354 | $55K |
| Signaturefd, LLC | 0.00% | Reduce -68.1% | 2,250 | $52K |
| Principal Securities, Inc. | 0.00% | No change | 2,166 | $49K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -2.5% | 2,004 | $46K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,564 | $36K |
| Hurley Capital, LLC | 0.03% | Reduce -73.6% | 1,556 | $36K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,536 | $36K |
| Legacy Bridge, LLC | 0.02% | No change | 1,530 | $35K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -6.4% | 1,526 | $35K |
| Blair William & Co. | 0.00% | Add +14.0% | 1,384 | $32K |
| Sound Income Strategies, LLC | 0.00% | Reduce -63.4% | 1,282 | $30K |
| Tucker Asset Management LLC | 0.01% | No change | 1,250 | $29K |
| Parallel Advisors, LLC | 0.00% | Reduce -11.8% | 1,230 | $28K |
| Thompson Investment Management, Inc. | 0.00% | No change | 1,198 | $28K |
| Archer Investment Corp | 0.01% | Add +0.2% | 1,105 | $26K |
| Tower View Wealth Management LLC | 0.01% | New | 1,035 | $24K |
| Strategic Investment Solutions, Inc. | 0.01% | Add +0.6% | 964 | $22K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 934 | $22K |
| DecisionPoint Financial, LLC | 0.01% | New | 840 | $19K |
| Heritage Wealth Advisors | 0.00% | Add +1.9% | 717 | $17K |
| Bokf, NA | 0.00% | New | 700 | $16K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 677 | $16K |
| Peachtree Investment Partners, LLC | 0.01% | No change | 650 | $15K |
| Westside Investment Management, Inc. | 0.00% | Reduce -42.6% | 641 | $15K |
| Montag A & Associates Inc. | 0.00% | Add +0.7% | 564 | $13K |
| Costello Asset Management, INC | 0.01% | New | 547 | $13K |
| Bank of Montreal | 0.00% | Reduce -4.6% | 534 | $12K |
| Lord & Richards Wealth Management, LLC | 0.01% | New | 524 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +261.1% | 520 | $12K |
| Rossby Financial, LCC | 0.00% | New | 487 | $11K |
| Anfield Capital Management, LLC | 0.00% | Add +30.5% | 483 | $11K |
| Cordant, Inc. | 0.01% | No change | 455 | $11K |
| NorthRock Partners, LLC | 0.00% | Reduce -57.3% | 432 | $10K |
| Wells Fargo & Company | 0.00% | Reduce -98.9% | 427 | $10K |
| Arax Advisory Partners | 0.00% | Reduce -99.2% | 409 | $9K |
| Atmos Advisory, LLC | 0.01% | Add +23.1% | 389 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +0.5% | 393 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 376 | $9K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 308 | $7K |
| Ameriflex Group, Inc. | 0.00% | Reduce -65.4% | 306 | $7K |
| Assetmark, Inc. | 0.00% | Reduce -4.4% | 280 | $6K |
| Cheviot Value Management, LLC | 0.00% | New | 282 | $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 |
| Howe & Rusling Inc. | 0.00% | New | 188 | $4K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 180 | $4K |
| Dunhill Financial, LLC | 0.00% | Add +0.6% | 175 | $4K |
| Horrell Capital Management, Inc. | 0.00% | No change | 174 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +0.6% | 160 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 160 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 138 | $3K |
| Guardian Wealth Management, Inc. | 0.00% | Add +6.3% | 136 | $3K |
| Hollencrest Capital Management | 0.00% | No change | 130 | $3K |
| Kings Path Partners LLC | 0.00% | Add +0.8% | 125 | $3K |
| LGT Financial Advisors LLC | 0.01% | Add +0.8% | 120 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 106 | $2K |
| Sachetta, LLC | 0.00% | Add +1.1% | 92 | $2K |
| Weaver Capital Management LLC | 0.00% | No change | 76 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 72 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 62 | $1K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 60 | $1K |
| Valued Wealth Advisors LLC | 0.00% | New | 52 | $1K |
| Addison Advisors LLC | 0.00% | No change | 50 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 48 | $1K |
| GeoWealth Management, LLC | 0.00% | Add +67.9% | 47 | $1K |
| Hantz Financial Services, Inc. | 0.00% | Add +9.6% | 57 | $1K |
| North Capital, Inc. | 0.00% | — | 42 | $984 |
| Continuum Advisory, LLC | 0.00% | No change | 35 | $814 |
| Islay Capital Management, LLC | 0.00% | New | 22 | $510 |
| Integrity Financial Corp | 0.00% | No change | 20 | $463 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 12 | $288 |
| NewSquare Capital LLC | 0.00% | No change | 6 | $139 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 4 | $93 |
| Sittner & Nelson, LLC | 0.00% | No change | 4 | $93 |
| Mather Group, Llc. | 0.00% | Reduce -99.9% | 2 | $46 |
| Cape Investment Advisory, Inc. | 0.00% | No change | 1 | $18 |
"% 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.