Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q3 2025 (September 30)629holders −15
46new positions
59sold out
1famous investor
$23.47avg. 13F price*
At the end of Q3 2025, 629 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, down 15 from Q2 2025. 46 opened new positions and 59 sold out. The largest holders were JPMorgan Chase & Co. ($284.8M), Rockbridge Investment Management, LCC ($186.8M) and Avantax Planning Partners, Inc. ($168.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Schwab US Aggregate Bond ETF
- CUSIP
- 808524839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $121.2M |
| Exits | 59 | $51.2M |
All 13F filers, Q2 2025 → Q3 2025: 14,091,953 shares bought and 9,356,481 shares sold, net +4,735,472 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 629 holders
| JPMorgan Chase & Co. | 0.02% | Reduce -2.3% | 12,136,400 | $284.8M |
| Rockbridge Investment Management, LCC | 18.44% | Add +7.8% | 7,958,838 | $186.8M |
| Avantax Planning Partners, Inc. | 4.83% | Add +2.8% | 7,183,067 | $168.6M |
| Ameriprise Financial Inc. | 0.03% | Reduce -16.4% | 6,226,748 | $146.1M |
| Charles Schwab Trust Co | 9.48% | Add +6.4% | 5,946,824 | $139.6M |
| Financial Engines Advisors L.L.C. | 0.24% | Add +10.7% | 5,427,583 | $127.4M |
| Total Wealth Planning, LLC | 11.24% | Add +8.7% | 4,138,120 | $97.1M |
| HighTower Advisors, LLC | 0.10% | Add +4.4% | 3,812,953 | $89.5M |
| Wealth Enhancement Advisory Services, LLC | 0.13% | Add +1.4% | 3,630,218 | $85.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -16.9% | 3,324,125 | $78.0M |
| OneDigital Investment Advisors LLC | 0.80% | Reduce -9.0% | 3,319,285 | $77.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.9% | 3,224,443 | $75.7M |
| Kohmann Bosshard Financial Services, LLC | 6.56% | Add +4.2% | 2,717,842 | $63.8M |
| Pioneer Wealth Management Group | 18.15% | Add +7.6% | 2,395,677 | $56.2M |
| BlueSky Wealth Advisors, LLC | 7.09% | Add +5.5% | 2,241,127 | $52.6M |
| Mariner, LLC | 0.06% | Reduce -1.4% | 2,074,882 | $48.7M |
| McAdam, LLC | 2.06% | Add +4.2% | 1,779,505 | $41.8M |
| Cetera Investment Advisers | 0.04% | Add +147.6% | 1,639,115 | $38.5M |
| Blue Trust, Inc. | 0.39% | Add +1.4% | 1,479,884 | $34.7M |
| Horst & Graben Wealth Management LLC | 5.07% | Add +1.9% | 1,413,028 | $33.2M |
| Destination Wealth Management | 0.89% | Reduce -6.0% | 1,378,648 | $32.4M |
| Financial Life Advisors | 10.33% | Add +5.8% | 1,369,594 | $32.1M |
| Daymark Wealth Partners, LLC | 1.04% | Add +10.7% | 1,301,812 | $30.6M |
| Vident Advisory, LLC | 0.29% | Add +4.2% | 1,274,789 | $29.9M |
| ZynergyRetirementPlanningLLC | 18.51% | Add +2.3% | 1,250,430 | $29.3M |
| KilterHowling LLC | 15.99% | Add +2.8% | 1,223,612 | $28.7M |
| Theory Financial LLC | 10.09% | Add +4.9% | 1,210,096 | $28.6M |
| TruNorth Capital Management, LLC | 5.64% | Add +3.8% | 1,215,223 | $28.5M |
| Phil A. Younker & Associates, Ltd. | 21.68% | Add +41.8% | 1,205,971 | $28.3M |
| Austin Private Wealth, LLC | 2.13% | Reduce -6.1% | 1,180,966 | $27.7M |
| Jones Financial Companies LLLP | 0.02% | Add +15.5% | 1,171,388 | $27.4M |
| Modern Wealth Management, LLC | 0.54% | New | 1,153,141 | $27.1M |
| Bank of America Corp. | 0.00% | Reduce -0.5% | 1,138,562 | $26.7M |
| Mokosak Advisory Group, LLC | 6.85% | Add +3.1% | 1,116,296 | $26.2M |
| Alliance Wealth Management Group | 5.55% | Add +3.5% | 1,063,942 | $25.0M |
| Towercrest Capital Management | 4.01% | Add +3.5% | 1,063,942 | $25.0M |
| Osaic Holdings, Inc. | 0.03% | Add +128.3% | 1,059,552 | $24.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.37% | Add +1.4% | 1,004,082 | $23.6M |
| Morgan Stanley | 0.00% | Reduce -1.3% | 1,000,282 | $23.5M |
| Plum Street Advisors, LLC | 8.99% | Add +6.8% | 992,096 | $23.3M |
| NorthRock Partners, LLC | 0.40% | New | 935,642 | $22.0M |
| TSA Wealth Managment LLC | 7.37% | Reduce -5.4% | 923,494 | $21.7M |
| Tenret Co LLC | 10.76% | Add +1.4% | 886,074 | $20.8M |
| Sanctuary Advisors, LLC | 0.12% | Reduce -6.3% | 870,587 | $20.4M |
| LPL Financial LLC | 0.01% | Add +26.4% | 863,051 | $20.3M |
| Asset Allocation Strategies LLC | 3.90% | Add +10.6% | 839,803 | $19.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -15.9% | 828,833 | $19.5M |
| One Wealth Advisors, LLC | 2.37% | Add +8.3% | 805,324 | $18.9M |
| Elevation Point Wealth Partners, LLC | 1.27% | New | 775,096 | $18.2M |
| Vestmark Advisory Solutions, Inc. | 0.35% | New | 775,096 | $18.2M |
| Revolve Wealth Partners, LLC | 2.12% | Add +3.9% | 753,124 | $17.7M |
| Bond & Devick Financial Network, Inc. | 5.27% | Add +12.0% | 746,516 | $17.5M |
| Moneta Group Investment Advisors LLC | 0.13% | Add +19.3% | 703,175 | $16.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -18.8% | 702,614 | $16.5M |
| CFS Investment Advisory Services, LLC | 1.21% | Add +1.2% | 689,271 | $16.3M |
| Revisor Wealth Management LLC | 5.61% | Add +4.0% | 694,514 | $16.3M |
| UBS Group AG | 0.00% | Reduce -48.9% | 690,882 | $16.2M |
| Mutual Advisors, LLC | 0.36% | Add +5.6% | 683,383 | $16.2M |
| James J. Burns & Company, LLC | 2.32% | Add +1.9% | 662,116 | $15.5M |
| Cedar Mountain Advisors, LLC | 2.95% | Add +3.6% | 645,702 | $15.2M |
| Cerity Partners LLC | 0.02% | Add +7.8% | 628,623 | $14.8M |
| United Capital Financial Advisors, LLC | 0.10% | Reduce -3.1% | 620,489 | $14.6M |
| Columbus Macro, LLC | 1.58% | Add +1.6% | 593,069 | $13.9M |
| Christensen, King & Associates Investment Services, Inc. | 5.15% | Add +2.7% | 511,189 | $12.0M |
| Clearview Wealth Advisors LLC | 7.48% | Add +3.8% | 497,588 | $11.7M |
| Myecfo, LLC | 5.29% | Add +2.6% | 495,524 | $11.6M |
| Cypress Wealth Services, LLC | 1.89% | Reduce -4.9% | 492,968 | $11.6M |
| Kickstand Ventures, Llc. | 2.52% | Add +5.1% | 488,342 | $11.5M |
| Grove Street Fiduciary, LLC | 5.19% | Reduce -0.3% | 468,137 | $11.0M |
| Summit Financial Strategies, Inc. | 0.94% | Reduce -2.8% | 465,278 | $10.9M |
| Apriem Advisors | 1.02% | Add +0.6% | 460,500 | $10.8M |
| Mayflower Financial Advisors, LLC | 1.34% | Add +5.3% | 453,715 | $10.6M |
| Savant Capital, LLC | 0.06% | Reduce -2.2% | 453,304 | $10.6M |
| Creative Planning | 0.01% | Add +0.1% | 429,757 | $10.1M |
| SigFig Wealth Management, LLC | 0.31% | Reduce -3.4% | 426,419 | $10.0M |
| IFP Advisors, Inc | 0.26% | Add +2.1% | 421,612 | $9.9M |
| AE Wealth Management LLC | 0.06% | Add +10.2% | 407,177 | $9.6M |
| MorganRosel Wealth Management, LLC | 2.44% | Add +10.7% | 400,712 | $9.4M |
| Affinity Capital Advisors, LLC | 1.43% | Reduce -0.3% | 396,201 | $9.3M |
| AlphaCore Capital LLC | 0.31% | Add +1.5% | 394,529 | $9.3M |
| Focus Financial Network, Inc. | 0.33% | Add +3.5% | 393,704 | $9.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.3% | 393,699 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -5.4% | 393,138 | $9.2M |
| Waterford Advisors, LLC | 3.12% | Add +2772.2% | 384,326 | $9.0M |
| Signature Estate & Investment Advisors LLC | 0.19% | Add +2.4% | 370,712 | $8.7M |
| FFG Retirement Advisors LLC | 5.38% | Reduce -10.2% | 369,208 | $8.7M |
| Tempus Wealth Planning, LLC | 1.96% | Add +0.0% | 364,034 | $8.5M |
| Breakthru Advisory Services, LLC | 5.49% | New | 355,327 | $8.3M |
| Larson Financial Group LLC | 0.29% | Reduce -11.0% | 351,176 | $8.2M |
| Integrated Wealth Concepts LLC | 0.07% | Add +6.0% | 346,669 | $8.1M |
| Peak Financial Management, Inc. | 2.10% | Add +4.5% | 338,789 | $8.0M |
| Hengehold Capital Management LLC | 0.67% | Add +7.4% | 336,780 | $7.9M |
| Ashton Thomas Private Wealth, LLC | 0.20% | Add +38.4% | 336,122 | $7.9M |
| Ascent Group, LLC | 0.28% | Reduce -52.6% | 335,703 | $7.9M |
| Reston Wealth Management LLC | 2.49% | Add +13.7% | 329,225 | $7.7M |
| Leavell Investment Management, Inc. | 0.32% | Reduce -5.5% | 320,857 | $7.5M |
| Forthright Family Wealth Advisory LLC | 4.52% | Reduce -25.5% | 313,206 | $7.4M |
| Client 1ST Advisory Group, LLC | 2.42% | Add +5.0% | 311,250 | $7.3M |
| Merit Financial Group, LLC | 0.07% | Reduce -2.7% | 306,927 | $7.2M |
| Apeiron RIA LLC | 1.60% | Add +18.0% | 301,688 | $7.1M |
| Avior Wealth Management, LLC | 0.23% | Reduce -2.9% | 299,830 | $7.0M |
| Creative Financial Designs Inc. | 0.47% | Add +12.4% | 298,407 | $7.0M |
| Bluespring Wealth Management, LLC | 0.60% | Add +11.9% | 294,069 | $6.9M |
| MAI Capital Management | 0.04% | Add +373.7% | 284,088 | $6.7M |
| Marotta Asset Management | 1.25% | Add +1.8% | 284,010 | $6.7M |
| Clay Northam Wealth Management, LLC | 3.78% | Reduce -1.9% | 281,620 | $6.6M |
| Independent Solutions Wealth Management, LLC | 1.16% | Reduce -0.8% | 279,316 | $6.6M |
| Curtis Advisory Group, LLC | 1.41% | Reduce -12.0% | 264,606 | $6.2M |
| Park Avenue Securities LLC | 0.05% | Reduce -4.3% | 263,741 | $6.2M |
| Waverly Advisors, LLC | 0.06% | Reduce -22.6% | 261,204 | $6.1M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -24.7% | 257,081 | $6.0M |
| Midwest Financial Group LLC | 2.87% | Add +2.5% | 256,910 | $6.0M |
| Fairway Financial, LLC | 4.73% | Add +1.9% | 255,615 | $6.0M |
| Cornerstone Planning Group LLC | 0.95% | Add +56472.7% | 223,462 | $6.0M |
| Bogart Wealth, LLC | 0.24% | Reduce -0.9% | 249,047 | $5.8M |
| Northeast Financial Group, Inc. | 1.45% | Add +8.2% | 248,673 | $5.8M |
| Security Financial Services, INC. | 0.94% | Reduce -20.4% | 248,177 | $5.8M |
| Nalls Sherbakoff Group, LLC | 3.93% | Add +2.1% | 247,942 | $5.8M |
| Fifth Third Securities, Inc. | 0.39% | Add +35.6% | 240,270 | $5.6M |
| Freestone Capital Holdings, LLC | 0.17% | Reduce -5.6% | 234,233 | $5.5M |
| WealthShield Partners, LLC | 0.62% | Add +0.1% | 231,127 | $5.4M |
| Vertex Planning Partners, LLC | 1.03% | Add +0.4% | 229,453 | $5.4M |
| Hoxton Planning & Management, LLC | 1.68% | Add +13.3% | 222,333 | $5.2M |
| Advisor OS, LLC | 0.44% | Reduce -0.1% | 218,628 | $5.1M |
| Old Mission Capital LLC | 0.18% | New | 216,925 | $5.1M |
| Guardian Financial Partners, LLC | 2.13% | Reduce -5.6% | 215,456 | $5.1M |
| Marshall Financial Group Inc. | 1.39% | Add +12.8% | 215,071 | $5.0M |
| Tradition Wealth Management, LLC | 0.37% | Reduce -1.5% | 215,027 | $5.0M |
| Beacon Bridge Wealth Partners, LLC | 1.79% | Add +1.5% | 214,211 | $5.0M |
| Focus Partners Advisor Solutions, LLC | 0.06% | Reduce -12.2% | 210,124 | $4.9M |
| Brookstone Capital Management | 0.06% | Reduce -6.1% | 202,407 | $4.8M |
| Main Street Financial Solutions, LLC | 0.30% | Add +6.9% | 201,166 | $4.7M |
| Manske Wealth Management | 1.44% | Add +0.7% | 199,740 | $4.7M |
| Compass Financial Group, INC | 0.70% | Add +22.4% | 199,664 | $4.7M |
| Phillips Financial Management, LLC | 0.30% | Reduce -0.8% | 196,657 | $4.6M |
| Wakefield Asset Management LLLP | 1.26% | Add +4.7% | 196,654 | $4.6M |
| Stonekeep Investments, LLC | 2.86% | Add +8.4% | 192,030 | $4.5M |
| Fischer Financial Services, Inc. | 1.21% | Add +7.0% | 191,230 | $4.5M |
| SageView Advisory Group, LLC | 0.15% | Add +342.5% | 190,755 | $4.5M |
| Curi Capital, LLC | 0.08% | Reduce -0.4% | 188,567 | $4.4M |
| WealthPLAN Partners, LLC | 0.66% | Add +8.2% | 188,124 | $4.4M |
| Brady Martz Wealth Solutions, LLC | 0.80% | Reduce -0.5% | 187,840 | $4.4M |
| Bestgate Wealth Advisors, LLC | 7.77% | Add +2.7% | 187,537 | $4.4M |
| Cwm, LLC | 0.01% | Reduce -39.8% | 185,525 | $4.4M |
| HC Advisors, LLC | 3.06% | Reduce -1.8% | 185,418 | $4.4M |
| TPG Advisors LLC | 2.85% | Add +4.0% | 184,757 | $4.3M |
| Bfsg, LLC | 0.42% | Reduce -1.8% | 184,036 | $4.3M |
| Krilogy Financial LLC | 0.15% | Reduce -6.2% | 175,115 | $4.1M |
| Spectrum Planning & Advisory Services Inc. | 2.21% | Reduce -27.7% | 166,908 | $3.9M |
| Perigon Wealth Management, LLC | 0.08% | Add +1.0% | 165,491 | $3.9M |
| Friedenthal Financial | 2.00% | Reduce -1.2% | 164,888 | $3.9M |
| Lifelong Wealth Advisors, Inc. | 1.12% | Add +6.0% | 160,378 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.3% | 156,863 | $3.7M |
| Valpey Financial Services, LLC | 2.40% | Add +4.5% | 156,521 | $3.7M |
| Redwood Investment Management, LLC | 0.39% | Add +13.1% | 152,213 | $3.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.07% | Reduce -4.2% | 151,442 | $3.6M |
| Strategic Wealth Partners, Ltd. | 0.26% | New | 149,021 | $3.5M |
| Breakwater Investment Management | 1.29% | Reduce -9.8% | 148,971 | $3.5M |
| NYL Investors LLC | 1.20% | Reduce -0.4% | 148,158 | $3.5M |
| Cooper/Haims Advisors, LLC | 1.60% | Add +3.5% | 146,324 | $3.4M |
| Smart Money Group LLC | 1.01% | Reduce -36.7% | 145,788 | $3.4M |
| Patriot Investment Management Group, Inc. | 0.22% | Reduce -3.3% | 143,729 | $3.4M |
| Oarsman Capital, Inc. | 0.47% | Reduce -5.1% | 143,502 | $3.4M |
| Hidden Cove Wealth Management, LLC | 2.21% | Reduce -3.0% | 142,477 | $3.3M |
| Grey Fox Wealth Advisors, LLC | 0.67% | Reduce -0.0% | 140,153 | $3.3M |
| Global Retirement Partners, LLC | 0.07% | Add +5.2% | 140,099 | $3.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +346.8% | 138,312 | $3.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.41% | Add +7.3% | 138,147 | $3.2M |
| North Forty Two & Co. | 3.15% | Reduce -4.7% | 137,294 | $3.2M |
| Chesapeake Wealth Management | 0.98% | Reduce -1.4% | 137,018 | $3.2M |
| Lowery Thomas, LLC | 1.85% | Add +10.6% | 136,850 | $3.2M |
| Emergent Wealth Advisors, LLC | 1.83% | Reduce -1.8% | 134,811 | $3.2M |
| Harbour Investments, Inc. | 0.07% | Add +8.7% | 134,384 | $3.2M |
| Curbstone Financial Management Corp | 0.60% | Add +7.7% | 133,700 | $3.1M |
| Keystone Wealth Services, LLC | 0.68% | New | 133,123 | $3.1M |
| Foundations Investment Advisors, LLC | 0.05% | Add +6.4% | 132,929 | $3.1M |
| VanderPol Investments L.L.C. | 6.01% | Add +16.5% | 130,804 | $3.1M |
| Red Tortoise LLC | 1.32% | Add +34.8% | 128,406 | $3.0M |
| 5T Wealth, LLC | 1.31% | Add +6.7% | 128,089 | $3.0M |
| MML Investors Services, LLC | 0.01% | Reduce -36.0% | 117,788 | $2.8M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.7% | 111,418 | $2.6M |
| Maia Wealth LLC | 0.44% | Add +12.3% | 111,489 | $2.6M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -2.3% | 111,208 | $2.6M |
| OneAscent Financial Services LLC | 0.17% | Reduce -0.3% | 110,307 | $2.6M |
| Avidian Wealth Enterprises, LLC | 0.10% | Add +21.9% | 109,314 | $2.6M |
| Financial Designs Corp | 1.48% | Reduce -3.0% | 108,277 | $2.5M |
| Zhang Financial LLC | 0.10% | Add +9.7% | 106,868 | $2.5M |
| Omega Financial Group, LLC | 0.84% | Add +0.8% | 106,679 | $2.5M |
| ETF Store, Inc. | 2.63% | Add +4.0% | 105,739 | $2.5M |
| Simplicity Wealth,LLC | 0.14% | Add +333.8% | 105,038 | $2.5M |
| Independent Financial Group, LLC | 0.06% | Reduce -0.7% | 104,852 | $2.5M |
| Ancora Advisors LLC | 0.05% | Add +0.1% | 103,514 | $2.4M |
| Nwam LLC | 0.13% | Add +4.8% | 102,632 | $2.4M |
| CVA Family Office, LLC | 0.31% | Add +4.3% | 102,782 | $2.4M |
| Lathrop Investment Management Co. | 0.44% | Add +10.5% | 102,630 | $2.4M |
| Citadel Advisors | 0.00% | New | 102,569 | $2.4M |
| Fullcircle Wealth LLC | 0.85% | Reduce -8.6% | 102,545 | $2.4M |
| M1 Capital Management LLC | 1.04% | Add +1.0% | 102,399 | $2.4M |
| Eagle Harbor Asset Management Inc. | 2.07% | Reduce -0.9% | 102,443 | $2.4M |
| Bangor Savings Bank | 0.20% | Add +3.9% | 101,347 | $2.4M |
| JMG Financial Group, Ltd. | 0.07% | Reduce -14.5% | 100,021 | $2.3M |
| C M Bidwell & Associates Ltd. | 1.12% | Add +15.8% | 99,440 | $2.3M |
| Blue Barn Wealth, LLC | 1.02% | Reduce -3.5% | 98,633 | $2.3M |
| Oldfather Financial Services, LLC | 0.71% | Add +0.1% | 97,215 | $2.3M |
| Core Wealth Partners LLC | 1.04% | Add +13.6% | 96,650 | $2.3M |
| Ballast Advisors LLC | 0.61% | Add +3.6% | 95,118 | $2.2M |
| Firethorn Wealth Partners, LLC | 0.86% | Reduce -6.4% | 93,010 | $2.2M |
| Tactive Advisors, LLC | 0.61% | Add +196.3% | 92,442 | $2.2M |
| Retirement Planning Group, LLC | 0.07% | Reduce -5.1% | 91,791 | $2.2M |
| Vantage Financial Partners, LLC | 0.45% | Reduce -3.9% | 91,671 | $2.2M |
| Diversify Wealth Management, LLC | 0.12% | Add +0.7% | 91,354 | $2.1M |
| Strategic Blueprint, LLC | 0.09% | Reduce -1.9% | 90,910 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -8.5% | 90,753 | $2.1M |
| Verus Capital Partners, LLC | 0.16% | Add +13.9% | 89,815 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.8% | 89,370 | $2.1M |
| Range Financial Group LLC | 0.75% | Add +10.9% | 88,829 | $2.1M |
| LVW Advisors, LLC | 0.22% | Add +8.6% | 88,644 | $2.1M |
| RDA Financial Network | 0.51% | Add +4.7% | 88,610 | $2.1M |
| Bush Investment Group, LLC | 1.22% | Add +8.6% | 87,925 | $2.1M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -26.4% | 87,710 | $2.1M |
| Integrity Alliance, Llc. | 0.10% | Add +17.9% | 87,633 | $2.1M |
| Boston Partners | 0.00% | New | 87,385 | $2.1M |
| Sightline Wealth Advisors, LLC | 0.91% | Reduce -6.4% | 85,952 | $2.0M |
| Blossom Wealth Management | 3.22% | Add +5.1% | 84,810 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -3.9% | 84,543 | $2.0M |
| Atria Investments, Inc | 0.02% | Reduce -22.6% | 83,571 | $2.0M |
| Bcwm, LLC | 0.59% | Add +14.2% | 83,464 | $2.0M |
| Natixis Advisors, LLC | 0.00% | Add +4.5% | 81,409 | $1.9M |
| Gen-Wealth Partners Inc | 0.63% | Add +5.8% | 79,047 | $1.9M |
| Cahill Financial Advisors Inc. | 0.21% | Add +119.4% | 78,918 | $1.9M |
| NBT Bank, N.A. | 0.12% | Reduce -0.2% | 76,097 | $1.8M |
| ProVise Management Group, LLC | 0.13% | Add +0.8% | 75,881 | $1.8M |
| Cherry Tree Wealth Management, LLC | 0.39% | Add +2.1% | 74,806 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -10.2% | 73,795 | $1.7M |
| IFG Advisory, LLC | 0.08% | Add +14.2% | 73,279 | $1.7M |
| Sutton Place Investors LLC | 0.98% | Reduce -0.8% | 73,039 | $1.7M |
| WBH Advisory Inc. | 0.13% | Add +7.8% | 72,860 | $1.7M |
| Csenge Advisory Group | 0.08% | Add +8.7% | 72,456 | $1.7M |
| Act Wealth Management, LLC | 0.59% | Reduce -20.3% | 71,442 | $1.7M |
| Adamsbrown Wealth Consultants LLC | 0.46% | Add +12.0% | 71,083 | $1.7M |
| Alaska Wealth Advisors, LLC | 0.22% | Add +10.2% | 70,482 | $1.7M |
| Powers Advisory Group, LLC | 0.66% | Add +117.6% | 70,358 | $1.7M |
| Mendel Capital Management LLC | 0.86% | Add +8.0% | 70,232 | $1.6M |
| Lodestar Private Asset Management LLC | 0.17% | Add +0.1% | 69,589 | $1.6M |
| Captrust Financial Advisors | 0.00% | Reduce -13.8% | 66,561 | $1.6M |
| Eley Financial Management, Inc | 0.56% | Reduce -7.8% | 66,473 | $1.6M |
| Advisory Services Network, LLC | 0.02% | Add +3.7% | 66,084 | $1.6M |
| Park Edge Advisors, LLC | 0.35% | Add +23.2% | 65,381 | $1.5M |
| Mission Wealth Management, LP | 0.03% | New | 64,006 | $1.5M |
| Smart Portfolios, LLC | 1.45% | Reduce -0.4% | 64,000 | $1.5M |
| Sterling Investment Management, LLC | 0.90% | Reduce -4.4% | 63,699 | $1.5M |
| Farnam Financial LLC | 1.14% | Add +0.5% | 62,576 | $1.5M |
| BCS Wealth Management | 0.33% | Add +15.8% | 61,631 | $1.4M |
| K2 Financial Inc. | 1.16% | Add +19.2% | 61,423 | $1.4M |
| Stockman Wealth Management, Inc. | 0.18% | Add +0.9% | 61,025 | $1.4M |
| MSH Capital Advisors LLC | 0.38% | Add +11.8% | 60,718 | $1.4M |
| Avion Wealth | 0.30% | Reduce -5.5% | 60,446 | $1.4M |
| Investor's Fiduciary Advisor Network, LLC | 0.48% | Add +4.2% | 59,933 | $1.4M |
| Seneca Financial Advisors LLC | 0.46% | Add +0.2% | 59,600 | $1.4M |
| Sage Financial Management Group, Inc. | 0.45% | Add +3.9% | 59,496 | $1.4M |
| Beacon Financial Advisory LLC | 0.32% | Add +2.5% | 59,400 | $1.4M |
| HB Wealth Management, LLC | 0.01% | Reduce -7.4% | 59,303 | $1.4M |
| Kiley Juergens Wealth Management, LLC | 0.31% | Add +7.6% | 59,257 | $1.4M |
| Capital Management Associates, Inc | 0.38% | Add +4.8% | 59,219 | $1.4M |
| Empirical Asset Management, LLC | 0.39% | Add +2.2% | 59,104 | $1.4M |
| LexAurum Advisors, LLC | 0.20% | Reduce -33.6% | 58,727 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +10.9% | 57,126 | $1.3M |
| HHM Wealth Advisors, LLC | 0.15% | Reduce -2.0% | 56,807 | $1.3M |
| WealthTrak Capital Management LLC | 1.10% | Add +21.0% | 56,758 | $1.3M |
| Shared Vision Wealth Group LLC | 0.56% | Reduce -3.7% | 55,884 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.15% | Reduce -1.0% | 56,279 | $1.3M |
| Coordinated Financial Services, Inc. | 0.86% | Reduce -3.3% | 56,157 | $1.3M |
| CENTRAL TRUST Co | 0.03% | No change | 55,572 | $1.3M |
| OMC Financial Services LTD | 0.48% | Reduce -2.4% | 55,400 | $1.3M |
| Arete Wealth Advisors, LLC | 0.08% | Reduce -0.1% | 54,931 | $1.3M |
| Twele Capital Management, Inc. | 0.23% | Add +5.3% | 53,848 | $1.3M |
| Carnegie Investment Counsel | 0.02% | Add +5.4% | 53,250 | $1.2M |
| W Advisors, LLC | 0.66% | Reduce -0.5% | 53,226 | $1.2M |
| Smartleaf Asset Management LLC | 0.08% | Add +6.7% | 52,335 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.8% | 52,145 | $1.2M |
| Milestones Private Investment Advisors LLC | 0.83% | Add +4.2% | 52,044 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Reduce -22.0% | 51,780 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.06% | Add +14.2% | 50,801 | $1.2M |
| Orcam Financial Group | 0.96% | Add +0.4% | 50,651 | $1.2M |
| Signal Advisors Wealth, LLC | 0.11% | Reduce -42.1% | 50,521 | $1.2M |
| Brookwood Investment Group LLC | 0.15% | Add +14.4% | 49,579 | $1.2M |
| GK Wealth Management LLC | 0.85% | Add +3.7% | 48,732 | $1.1M |
| Merkkuri Wealth Advisors LLC | 0.82% | Add +6.8% | 48,425 | $1.1M |
| Rialto Wealth Management, LLC | 0.29% | Reduce -71.1% | 48,374 | $1.1M |
| Heritage Family Offices, LLP | 0.52% | Reduce -2.0% | 48,016 | $1.1M |
| EverSource Wealth Advisors, LLC | 0.04% | Add +289.7% | 47,790 | $1.1M |
| Aventus Investment Advisors, Inc. | 0.95% | Reduce -6.9% | 47,658 | $1.1M |
| Great Waters Wealth Management | 0.13% | Reduce -3.0% | 45,805 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +34.7% | 45,262 | $1.1M |
| Transcend Capital Advisors, LLC | 0.08% | Reduce -0.7% | 45,677 | $1.1M |
| Fortis Capital Advisors, LLC | 0.17% | New | 44,886 | $1.1M |
| Belpointe Asset Management LLC | 0.04% | New | 44,886 | $1.1M |
| Hobbs Wealth Management, LLC | 0.88% | Add +4.7% | 44,619 | $1.0M |
| Mission Creek Capital Partners, Inc. | 0.20% | Reduce -1.2% | 42,435 | $996K |
| Burt Wealth Advisors | 0.24% | Add +0.2% | 41,828 | $982K |
| Shearwater Capital LLC | 0.58% | No change | 41,789 | $981K |
| Hill Island Financial LLC | 0.24% | Reduce -10.1% | 41,544 | $975K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -3.4% | 41,358 | $971K |
| RCS Financial Planning, LLC | 0.42% | Reduce -1.6% | 40,191 | $943K |
| Pinnacle Family Advisors, LLC | 0.41% | Add +3.4% | 40,104 | $941K |
| Signet Investment Advisory Group, Inc. | 0.45% | Reduce -0.3% | 39,854 | $935K |
| Empower Advisory Group, LLC | 0.00% | No change | 39,228 | $921K |
| Cutler Investment Counsel LLC | 0.10% | Reduce -44.6% | 38,889 | $913K |
| Catalina Capital Group, LLC | 0.56% | Add +5.0% | 38,845 | $912K |
| Latitude Advisors, LLC | 0.41% | Add +8.2% | 37,868 | $889K |
| Maripau Wealth Management LLC | 0.45% | Add +1.2% | 37,722 | $885K |
| Valley Forge Investment Consultants Inc. Adv | 0.26% | Reduce -10.9% | 37,603 | $883K |
| Novus Advisors, LLC | 2.01% | Reduce -6.5% | 37,387 | $877K |
| TD Private Client Wealth LLC | 0.02% | Add +0.9% | 36,884 | $866K |
| HRT Financial LP | 0.00% | Reduce -26.6% | 36,868 | $865K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +3.4% | 36,799 | $864K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +75.8% | 36,583 | $859K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -0.7% | 36,459 | $856K |
| GatePass Capital, LLC | 0.50% | Add +6.4% | 36,450 | $855K |
| Mach-1 Financial Group, LLC | 0.14% | New | 36,413 | $855K |
| Integrity Advisory Solutions, LLC | 0.14% | — | 36,413 | $855K |
| Aletheian Wealth Advisors LLC | 0.39% | Reduce 0.0% | 36,179 | $849K |
| Focus Partners Wealth | 0.00% | Add +5.3% | 36,110 | $848K |
| VERITY Wealth Advisors | 0.53% | Reduce -8.1% | 35,890 | $842K |
| Sculati Wealth Management, LLC | 0.30% | Add +92.2% | 35,755 | $839K |
| Ahl Investment Management, Inc. | 0.57% | Add +0.2% | 35,630 | $836K |
| Lido Advisors, LLC | 0.00% | Add +4.7% | 34,896 | $819K |
| Investment Research Partners LLC | 0.37% | — | 34,643 | $817K |
| OMNI 360 Wealth, Inc. | 0.46% | Add +2.1% | 34,655 | $813K |
| Geometric Wealth Advisors | 0.11% | Add +62.3% | 34,425 | $808K |
| Roundview Capital LLC | 0.05% | Add +1.3% | 34,378 | $807K |
| WJ Financial Advisors LLC | 0.78% | — | 34,127 | $801K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -3.5% | 34,089 | $800K |
| JFS Wealth Advisors, LLC | 0.05% | Add +4.1% | 33,885 | $795K |
| Clear Creek Financial Management, LLC | 0.07% | Reduce -1.1% | 33,226 | $780K |
| Wealthspire Retirement, LLC | 0.05% | Reduce -24.8% | 33,172 | $779K |
| Plan A Wealth LLC | 0.39% | Add +10.9% | 32,476 | $762K |
| US Bancorp \de | 0.00% | Reduce -2.9% | 32,123 | $754K |
| Resurgent Financial Advisors LLC | 0.37% | Add +4.5% | 32,060 | $752K |
| Kingswood Wealth Advisors, LLC | 0.05% | Add +45.9% | 31,929 | $749K |
| Legacy Wealth Management, LLC | 0.04% | Add +5.8% | 31,578 | $741K |
| Advisory Alpha, LLC | 0.02% | Add +14.8% | 31,456 | $739K |
| CWC Advisors, LLC. | 0.36% | No change | 31,402 | $737K |
| Gradient Capital Advisors, LLC | 0.20% | Reduce -7.7% | 31,134 | $731K |
| Juncture Wealth Strategies, LLC | 0.24% | Reduce -0.4% | 30,956 | $727K |
| D L Carlson Investment Group Inc. | 0.12% | Add +1.1% | 30,832 | $724K |
| Endowment Wealth Management, Inc. | 0.33% | Add +1.4% | 30,573 | $718K |
| Sonoma Private Wealth LLC | 0.85% | Add +0.7% | 30,179 | $708K |
| Garde Capital, Inc. | 0.04% | Reduce -0.4% | 29,856 | $701K |
| Capital Insight Partners, LLC | 0.12% | Reduce -0.3% | 29,789 | $699K |
| RKL Wealth Management LLC | 0.06% | Reduce -0.9% | 29,779 | $699K |
| Sowell Financial Services LLC | 0.03% | Add +0.5% | 28,807 | $676K |
| Leading Edge Financial Planning LLC | 0.17% | Reduce -0.8% | 28,754 | $675K |
| Crabel Capital Management, LLC | 0.60% | Reduce -48.0% | 28,531 | $670K |
| Truist Financial Corp. | 0.00% | Add +31.9% | 28,477 | $668K |
| Ignite Planners, LLC | 0.11% | No change | 28,472 | $668K |
| Davis Wealth Advisors, LLC | 0.59% | Reduce -11.6% | 28,000 | $657K |
| Faithward Advisors, LLC | 0.10% | Reduce -40.8% | 27,773 | $652K |
| Alpha Omega Wealth Management LLC | 0.11% | Add +0.8% | 27,722 | $651K |
| Ridgeline Wealth, LLC | 0.48% | No change | 27,464 | $645K |
| Western Financial Corp | 0.28% | Reduce -0.6% | 27,111 | $636K |
| Mgo One Seven LLC | 0.01% | Add +16.5% | 26,853 | $630K |
| Vermillion Wealth Management, Inc. | 0.17% | Reduce -9.8% | 26,362 | $619K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -14.4% | 26,170 | $614K |
| M Holdings Securities, Inc. | 0.13% | New | 26,170 | $614K |
| IHT Wealth Management, LLC | 0.02% | Reduce -2.5% | 25,956 | $609K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -16.5% | 25,692 | $603K |
| Bigelow Investment Advisors, LLC | 0.24% | Reduce -4.3% | 25,602 | $601K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -80.9% | 25,590 | $599K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | Reduce -1.0% | 25,182 | $591K |
| FAS Wealth Partners, Inc. | 0.04% | Reduce -0.4% | 25,027 | $587K |
| Sovran Advisors, LLC | 0.05% | Add +6.2% | 24,942 | $587K |
| Beacon Financial Group | 0.06% | Reduce -23.0% | 24,667 | $579K |
| Texas Yale Capital Corp. | 0.02% | Add +164.5% | 24,518 | $575K |
| Laraway Financial Advisors Inc | 0.39% | Reduce -0.8% | 24,392 | $572K |
| Wesbanco Bank Inc. | 0.02% | No change | 23,957 | $562K |
| Embree Financial Group | 0.07% | Reduce -1.7% | 23,818 | $559K |
| Seek First Inc. | 0.40% | Add +1.8% | 23,647 | $555K |
| Lederer & Associates Investment Counsel | 0.36% | Reduce -15.4% | 23,600 | $554K |
| Dentgroup LLC | 0.36% | Reduce -2.6% | 23,527 | $552K |
| L2 Asset Management, LLC | 0.08% | Reduce -2.7% | 23,505 | $552K |
| Luts & Greenleigh Group, Inc. | 0.49% | No change | 23,412 | $549K |
| Liberty Capital Management, Inc. | 0.10% | Reduce -7.6% | 23,150 | $543K |
| PFG Advisors | 0.02% | New | 22,991 | $540K |
| Payne Capital LLC | 0.54% | — | 22,492 | $528K |
| Midwest Capital Advisors, LLC | 0.25% | Reduce -76.0% | 22,444 | $527K |
| Wedmont Private Capital | 0.02% | Add +11.3% | 21,825 | $512K |
| Friday Financial | 0.21% | New | 21,251 | $499K |
| Haven Private, LLC | 0.22% | Reduce -40.3% | 21,214 | $498K |
| Investment Planning Advisors, Inc. | 0.16% | Reduce -5.5% | 21,146 | $496K |
| Pinion Investment Advisors, LLC | 0.14% | New | 20,964 | $496K |
| Quadrature Capital Ltd | 0.01% | New | 21,025 | $493K |
| New Harbor Financial Group, LLC | 0.10% | No change | 20,900 | $491K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Add +1.7% | 20,880 | $490K |
| Sharkey, Howes & Javer | 0.06% | New | 20,685 | $485K |
| Wealthgarden F.S. LLC | 0.35% | Add +3.8% | 20,469 | $484K |
| Sawgrass Asset Management LLC | 0.06% | No change | 20,602 | $484K |
| Kelman-Lazarov, Inc. | 0.07% | Reduce -6.9% | 20,571 | $483K |
| Parallel Advisors, LLC | 0.01% | Add +5.1% | 19,991 | $469K |
| Hardin Capital Partners, LLC | 0.25% | Add +3.8% | 19,840 | $466K |
| FDx Advisors, Inc. | 0.14% | Add +12.8% | 19,586 | $461K |
| Values Added Financial LLC | 0.20% | No change | 19,541 | $459K |
| Retirement Guys Formula LLC | 0.16% | Reduce -0.6% | 19,366 | $455K |
| ONE Advisory Partners, LLC | 0.14% | Reduce -4.8% | 19,258 | $453K |
| Sax Wealth Advisors, LLC | 0.02% | Add +7.0% | 19,302 | $453K |
| Financial Consulate, Inc. | 0.06% | Reduce -0.0% | 19,168 | $450K |
| Pure Financial Advisors, LLC | 0.01% | No change | 19,078 | $448K |
| Bowman & Co S.C. | 0.19% | Add +0.7% | 19,071 | $448K |
| RBA Wealth Management, LLC | 0.15% | Add +7.9% | 19,041 | $447K |
| WealthPlan Investment Management, LLC | 0.03% | Reduce -7.8% | 18,876 | $443K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -20.8% | 18,836 | $442K |
| Rothschild Wealth LLC | 0.10% | Reduce -13.4% | 18,762 | $440K |
| Ethos Financial Group, LLC | 0.03% | Reduce -27.4% | 18,653 | $438K |
| Fulcrum Equity Management | 0.44% | Add +13.5% | 18,547 | $435K |
| Versant Capital Management, Inc | 0.06% | Reduce -5.8% | 18,385 | $431K |
| One Capital Management, LLC | 0.01% | Reduce -17.8% | 18,240 | $428K |
| WealthCollab, LLC | 0.20% | No change | 18,047 | $424K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.2% | 17,025 | $400K |
| Centaurus Financial, Inc. | 0.02% | Add +2.4% | 16,877 | $396K |
| Aspiriant, LLC | 0.01% | No change | 16,828 | $395K |
| Heritage Oak Wealth Advisors LLC | 0.15% | Add +1.9% | 16,778 | $394K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.18% | New | 16,675 | $391K |
| Joule Financial, LLC | 0.12% | Reduce -1.8% | 16,653 | $391K |
| Royal Bank of Canada | 0.00% | Reduce -71.7% | 16,504 | $388K |
| Courage Miller Partners, LLC | 0.12% | Add +0.3% | 16,518 | $388K |
| Meridian Wealth Partners, LLC | 0.05% | Reduce -43.4% | 16,481 | $387K |
| Fermata Advisors, LLC | 0.10% | No change | 16,252 | $381K |
| Lansing Street Advisors | 0.10% | Reduce -2.1% | 16,007 | $376K |
| Claro Advisors Inc. | 0.05% | Reduce -10.4% | 15,703 | $369K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -28.1% | 15,645 | $367K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -0.4% | 15,596 | $366K |
| Walker Financial Services, Inc. | 0.14% | Reduce -9.6% | 15,534 | $365K |
| Portside Wealth Group, LLC | 0.05% | Reduce -0.4% | 15,444 | $362K |
| Alley Investment Management Company, LLC | 0.04% | Add +3.3% | 15,402 | $361K |
| Prevail Innovative Wealth Advisors, LLC | 0.07% | Add +9.3% | 15,196 | $357K |
| Oregon Pacific Wealth Management, LLC | 0.31% | Reduce -9.1% | 15,083 | $354K |
| Cooper Financial Group | 0.04% | Reduce -15.7% | 15,018 | $352K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -19.1% | 14,875 | $349K |
| Northwest Capital Management Inc | 0.37% | Reduce -70.4% | 14,870 | $349K |
| Swmg, LLC | 0.10% | Reduce -7.7% | 14,627 | $346K |
| Legacy Edge Advisors, LLC | 0.04% | No change | 14,687 | $345K |
| Note Advisors, LLC | 0.20% | Reduce -2.8% | 14,647 | $344K |
| Novem Group | 0.04% | Reduce -1.8% | 14,609 | $343K |
| Ascentis Independent Advisors | 0.06% | No change | 14,550 | $341K |
| Midwest Heritage Bank, FSB | 0.12% | Add +0.1% | 14,540 | $341K |
| Private Client Services, LLC | 0.11% | Reduce -73.6% | 14,522 | $341K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +9.9% | 14,498 | $340K |
| Burns J W & Co. Inc. | 0.04% | No change | 14,000 | $329K |
| Tiaa Trust, National Association | 0.00% | Reduce -1.3% | 13,978 | $328K |
| MN Wealth Advisors, LLC | 0.17% | Add +1.8% | 13,898 | $326K |
| Brighton Jones LLC | 0.01% | Reduce -4.2% | 13,866 | $325K |
| Keebeck Wealth Management | 0.04% | Add +12.6% | 13,660 | $321K |
| United Financial Planning Group LLC | 0.20% | — | 13,622 | $320K |
| First National Corp. /Ma/ | 0.06% | No change | 13,497 | $317K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -13.3% | 13,414 | $315K |
| Brand Asset Management Group, Inc. | 0.09% | Reduce -39.3% | 13,350 | $313K |
| Partners in Financial Planning | 0.05% | Add +1.0% | 13,118 | $308K |
| Grey Ledge Advisors, LLC | 0.07% | Add +3.3% | 13,008 | $305K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.2% | 12,913 | $303K |
| Burk Holdings LLC | 0.16% | No change | 12,871 | $302K |
| Regimen Wealth, LLC | 0.09% | Add +1.0% | 12,779 | $300K |
| Lewis Asset Management, LLC | 0.12% | Reduce -13.3% | 12,652 | $297K |
| HORAN Wealth, LLC | 0.05% | Add +6.7% | 12,540 | $294K |
| Wealth Alliance, LLC | 0.03% | Reduce -17.3% | 12,511 | $294K |
| FLC Capital Advisors | 0.06% | Reduce -41.2% | 12,505 | $293K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1.0% | 12,438 | $292K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +0.3% | 12,380 | $291K |
| Optimum Investment Advisors | 0.11% | Add +2.1% | 12,273 | $288K |
| VestGen Advisors, LLC | 0.01% | New | 12,273 | $288K |
| Coldstream Capital Management Inc. | 0.00% | New | 12,184 | $286K |
| MKD Wealth Coaches, LLC | 0.28% | Add +2.8% | 12,096 | $284K |
| D.B. Root & Company, LLC | 0.07% | Reduce -12.3% | 12,037 | $283K |
| Diversified Investment Strategies, LLC | 0.18% | No change | 12,020 | $282K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +0.1% | 11,823 | $277K |
| Accelerate Investment Advisors LLC | 0.19% | Reduce -4.0% | 11,816 | $277K |
| Silver Oak Securities, Incorporated | 0.02% | New | 11,756 | $276K |
| World Investment Advisors | 0.01% | Reduce -26.4% | 11,596 | $272K |
| Vise Technologies, Inc. | 0.01% | New | 11,555 | $271K |
| HBK Sorce Advisory LLC | 0.01% | Add +3.2% | 11,459 | $270K |
| Murphy & Mullick Capital Management Corp | 0.20% | No change | 11,492 | $270K |
| Waterloo Capital, L.P. | 0.02% | Add +15.7% | 11,462 | $269K |
| Access Financial Services, Inc. | 0.10% | No change | 11,430 | $268K |
| Zacks Investment Management | 0.00% | Reduce -41.8% | 11,172 | $262K |
| Acorn Wealth Advisors, LLC | 0.08% | Add +14.9% | 11,086 | $260K |
| Talisman Wealth Advisors LLC | 0.21% | Add +8.3% | 10,984 | $258K |
| Chapman Financial Group, LLC | 0.18% | Add +3.8% | 10,980 | $258K |
| Northstar Financial Companies, Inc. | 0.24% | New | 10,879 | $255K |
| Souders Financial Advisors | 0.03% | Add +0.0% | 10,847 | $255K |
| NewEdge Advisors, LLC | 0.00% | Reduce -13.0% | 10,813 | $254K |
| Lawson Kroeker Investment Management Inc. | 0.05% | Add +1.0% | 10,731 | $252K |
| Aptus Capital Advisors, LLC | 0.00% | Add +4.5% | 10,671 | $250K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 10,644 | $250K |
| GS Investments, Inc. | 0.12% | Reduce -0.9% | 10,608 | $249K |
| Opes Wealth Management LLC | 0.04% | Add +2.1% | 10,577 | $248K |
| GTS Securities LLC | 0.01% | Reduce -51.1% | 10,564 | $248K |
| PFG Investments, LLC | 0.01% | Reduce -2.8% | 10,465 | $246K |
| Quantum Capital Management, LLC / NJ | 0.03% | Reduce -1.8% | 10,171 | $239K |
| Cannon Financial Strategists, Inc. | 0.03% | No change | 10,134 | $238K |
| Fairview Capital Investment Management, LLC | 0.01% | Reduce -8.2% | 10,100 | $237K |
| ORG Partners LLC | 0.04% | Add +7.8% | 10,051 | $236K |
| Parkshore Wealth Management, Inc. | 0.10% | Add +0.1% | 10,014 | $235K |
| MidAtlantic Capital Management, Inc. | 0.16% | Reduce -0.4% | 9,901 | $232K |
| Professional Financial Advisors, LLC | 0.05% | New | 9,789 | $230K |
| Tiller Private Wealth, Inc. | 0.08% | No change | 9,744 | $229K |
| Caliber Wealth Management, LLC / KS | 0.03% | Add +3.1% | 9,740 | $229K |
| Newman Dignan & Sheerar, Inc. | 0.05% | Add +0.6% | 9,637 | $226K |
| 1900 Wealth Management LLC | 0.02% | Reduce -0.4% | 9,547 | $224K |
| Vaughan David Investments LLC | 0.00% | Reduce -9.3% | 9,451 | $222K |
| Keystone Financial Group, Inc. | 0.12% | Reduce -22.9% | 9,439 | $222K |
| PSI Advisors, LLC | 0.06% | Reduce -16.4% | 9,288 | $218K |
| Principia Wealth Advisory, LLC | 0.16% | New | 9,270 | $218K |
| Manchester Financial Inc. | 0.04% | Reduce -11.5% | 9,231 | $217K |
| Whelan Financial | 0.07% | Reduce -0.2% | 9,218 | $216K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 9,158 | $215K |
| SCS Capital Management LLC | 0.00% | Add +1.0% | 9,138 | $214K |
| SRH Advisors, LLC | 0.06% | No change | 9,106 | $214K |
| Forum Financial Management, LP | 0.00% | New | 9,102 | $214K |
| Meridian Wealth Management, LLC | 0.01% | New | 8,982 | $211K |
| Black Diamond Financial, LLC | 0.02% | Add +1.5% | 8,892 | $209K |
| Maple Capital Management, Inc. | 0.01% | Reduce -0.3% | 8,889 | $209K |
| Parkside Financial Bank & Trust | 0.02% | Add +1.0% | 8,885 | $209K |
| Visionary Wealth Advisors | 0.01% | New | 8,882 | $208K |
| Burns Matteson Capital Management, LLC | 0.09% | Reduce -4.3% | 8,801 | $207K |
| Kelly Financial Group LLC | 0.05% | Reduce -2.2% | 8,701 | $204K |
| Pinnacle Associates Ltd. | 0.00% | New | 8,636 | $203K |
| Evolution Advisers, Inc. | 0.08% | No change | 7,636 | $179K |
| Prestige Wealth Management Group LLC | 0.03% | Reduce -2.8% | 7,318 | $172K |
| Valley National Advisers Inc. | 0.03% | Add +3.2% | 7,120 | $167K |
| Investors Research Corp | 0.03% | No change | 7,094 | $166K |
| Davis Capital Management | 0.10% | — | 6,453 | $151K |
| AdvisorNet Financial, Inc | 0.01% | Add +3.4% | 6,451 | $151K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +27.5% | 5,998 | $141K |
| Spire Wealth Management | 0.00% | Add +3.3% | 5,706 | $134K |
| Evensky & Katz LLC | 0.01% | Add +1.0% | 5,681 | $133K |
| Stephens Consulting, LLC | 0.04% | Add +75.5% | 5,452 | $128K |
| Colonial Trust Advisors | 0.01% | No change | 5,240 | $123K |
| Front Row Advisors LLC | 0.04% | Reduce -7.4% | 5,147 | $121K |
| New Millennium Group LLC | 0.05% | Reduce -4.8% | 4,760 | $112K |
| CoreCap Advisors, LLC | 0.00% | Reduce -14.1% | 4,227 | $99K |
| FMR LLC | 0.00% | Reduce -39.6% | 4,182 | $98K |
| New Republic Capital, LLC | 0.03% | No change | 4,053 | $95K |
| Toth Financial Advisory Corp. | 0.01% | No change | 4,045 | $95K |
| Granite Investment Partners, LLC | 0.01% | No change | 3,780 | $89K |
| Rothschild Investment LLC | 0.00% | No change | 3,717 | $87K |
| Assetmark, Inc. | 0.00% | Reduce -0.3% | 3,657 | $86K |
| WFA of San Diego, LLC | 0.06% | Reduce -0.1% | 3,576 | $84K |
| BlackRock, Inc. | 0.00% | Add +3.6% | 3,545 | $83K |
| Clearstead Advisors, LLC | 0.00% | Add +0.5% | 3,366 | $79K |
| Accredited Wealth Management, LLC | 0.06% | Add +266.0% | 15,699 | $77K |
| Robinswood Financial LLC | 0.03% | Reduce -2.8% | 3,220 | $76K |
| Geneos Wealth Management Inc. | 0.00% | No change | 3,196 | $75K |
| Comerica Bank | 0.00% | Reduce -0.8% | 3,056 | $72K |
| Cape Investment Advisory, Inc. | 0.07% | Add +101400.0% | 3,045 | $71K |
| Quadrant Capital Group LLC | 0.00% | New | 3,006 | $71K |
| Evolution Wealth Management Inc. | 0.06% | Reduce -15.6% | 2,653 | $62K |
| National Bank of Canada | 0.00% | No change | 2,650 | $62K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Reduce -17.8% | 2,327 | $55K |
| Signaturefd, LLC | 0.00% | No change | 2,250 | $53K |
| Salem Investment Counselors Inc. | 0.00% | Add +1.4% | 2,104 | $49K |
| Allworth Financial LP | 0.00% | No change | 2,071 | $49K |
| Principal Securities, Inc. | 0.00% | Reduce -3.7% | 1,957 | $46K |
| Main Street Group, LTD | 0.01% | No change | 1,882 | $44K |
| Citigroup Inc. | 0.00% | Reduce -82.4% | 1,640 | $38K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,564 | $37K |
| Winthrop Capital Management, LLC | 0.01% | No change | 1,536 | $36K |
| Legacy Bridge, LLC | 0.01% | No change | 1,530 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Reduce -4.0% | 1,474 | $35K |
| Bernard Wealth Management Corp. | 0.01% | New | 1,306 | $31K |
| Cloud Capital Management, LLC | 0.02% | New | 1,280 | $30K |
| Tucker Asset Management LLC | 0.01% | No change | 1,250 | $29K |
| Thompson Investment Management, Inc. | 0.00% | No change | 1,198 | $28K |
| LGT Financial Advisors LLC | 0.06% | Add +868.6% | 1,172 | $28K |
| Decker Retirement Planning Inc. | 0.01% | New | 1,110 | $26K |
| Rossby Financial, LCC | 0.01% | Add +121.2% | 1,077 | $25K |
| Hurley Capital, LLC | 0.01% | No change | 1,000 | $23K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 930 | $22K |
| Strategic Investment Solutions, Inc. | 0.01% | Reduce -9.9% | 876 | $21K |
| Heritage Wealth Advisors | 0.00% | Add +0.3% | 720 | $17K |
| Rockefeller Capital Management L.P. | 0.00% | New | 710 | $17K |
| Wells Fargo & Company | 0.00% | Reduce -87.0% | 702 | $16K |
| Mma Asset Management LLC | 0.01% | New | 682 | $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% | No change | 641 | $15K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -16.1% | 582 | $14K |
| Montag A & Associates Inc. | 0.00% | Reduce -6.3% | 576 | $14K |
| American Capital Advisory, LLC | 0.01% | Reduce -96.2% | 552 | $13K |
| Bank of Montreal | 0.00% | No change | 534 | $13K |
| Motco | 0.00% | New | 517 | $12K |
| Anfield Capital Management, LLC | 0.00% | Add +5.8% | 513 | $12K |
| Ogorek Anthony Joseph /NY/ | 0.00% | Add +1.0% | 493 | $11K |
| Cordant, Inc. | 0.00% | No change | 455 | $11K |
| Atmos Advisory, LLC | 0.01% | No change | 389 | $9K |
| Sachetta, LLC | 0.00% | Add +1.2% | 328 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -96.6% | 301 | $7K |
| Cheviot Value Management, LLC | 0.00% | Add +0.3% | 287 | $7K |
| Archer Investment Corp | 0.00% | Add +1.1% | 273 | $6K |
| Strategic Advocates LLC | 0.00% | New | 268 | $6K |
| Curio Wealth, LLC | 0.00% | No change | 267 | $6K |
| Palouse Capital Management, Inc. | 0.00% | No change | 264 | $6K |
| Kings Path Partners LLC | 0.00% | Add +12050.0% | 243 | $6K |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 222 | $5K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 219 | $5K |
| New England Asset Management Inc. | 0.00% | No change | 200 | $5K |
| Horrell Capital Management, Inc. | 0.00% | No change | 174 | $4K |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | Add +1.2% | 163 | $4K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 160 | $4K |
| Barrett & Company, Inc. | 0.00% | No change | 138 | $3K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -77.4% | 130 | $3K |
| Birchbrook, Inc. | 0.00% | No change | 128 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 106 | $2K |
| AllSquare Wealth Management LLC | 0.00% | No change | 102 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -47.8% | 94 | $2K |
| Weaver Capital Management LLC | 0.00% | No change | 76 | $2K |
| Millstone Evans Group, LLC | 0.00% | No change | 72 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 64 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 60 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 56 | $1K |
| Addison Advisors LLC | 0.00% | No change | 50 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 48 | $1K |
| North Capital, Inc. | 0.00% | Add +2.3% | 44 | $1K |
| Hantz Financial Services, Inc. | 0.00% | No change | 48 | $1K |
| Cordgrass Capital Advisors, LLC | 0.00% | New | 35 | $821 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | Reduce -33.3% | 28 | $658 |
| Islay Capital Management, LLC | 0.00% | No change | 22 | $516 |
| Integrity Financial Corp | 0.00% | No change | 20 | $469 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 4 | $94 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 2 | $47 |
| Mather Group, Llc. | 0.00% | New | 2 | $47 |
"% 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.