Schwab US Aggregate Bond ETFSCHZETF
13F holders, Q2 2026 (June 30)673holders
54new positions
46sold out
3famous investors
$23.09avg. 13F price*
At the end of Q2 2026, 673 institutions reported holding Schwab US Aggregate Bond ETF (SCHZ) in their 13F filings, unchanged from Q1 2026. 54 opened new positions and 46 sold out. The largest holders were JPMorgan Chase & Co. ($335.0M), Rockbridge Investment Management, LCC ($241.0M) and Avantax Planning Partners, Inc. ($184.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher Asset 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 54 | $60.3M |
| Exits | 46 | $23.1M |
All 13F filers, Q1 2026 → Q2 2026: 15,504,993 shares bought and 6,192,535 shares sold, net +9,312,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 673 holders
| JPMorgan Chase & Co. | 0.02% | Add +8.6% | 14,422,540 | $335.0M |
| Rockbridge Investment Management, LCC | 19.57% | Add +7.5% | 10,420,258 | $241.0M |
| Avantax Planning Partners, Inc. | 4.59% | Add +3.4% | 7,975,307 | $184.5M |
| Ameriprise Financial Inc. | 0.03% | Add +5.3% | 6,809,636 | $157.5M |
| Charles Schwab Trust Co | 8.52% | Add +2.9% | 6,601,917 | $152.7M |
| Financial Engines Advisors L.L.C. | 0.23% | Add +4.9% | 5,681,166 | $131.4M |
| HighTower Advisors, LLC | 0.10% | Reduce -4.4% | 4,292,060 | $99.3M |
| Kohmann Bosshard Financial Services, LLC | 7.57% | Add +16.1% | 3,855,498 | $89.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.7% | 3,483,103 | $80.6M |
| Rational Advisors, Inc. | 7.01% | Add +2.1% | 3,142,160 | $72.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.9% | 3,071,596 | $71.0M |
| McAdam, LLC | 2.33% | Add +31.1% | 2,609,832 | $60.4M |
| Jones Financial Companies LLLP | 0.02% | Add +20.1% | 2,278,622 | $52.9M |
| Pioneer Wealth Management Group | 12.57% | Add +12.5% | 2,249,290 | $52.0M |
| Wealth Enhancement Advisory Services, LLC | 0.08% | Reduce -1.0% | 2,171,145 | $49.8M |
| Mariner, LLC | 0.05% | Reduce -1.1% | 2,132,074 | $49.3M |
| Cerity Partners LLC | 0.06% | Add +31.0% | 2,345,726 | $45.8M |
| Cetera Investment Advisers | 0.04% | Add +5.4% | 1,863,166 | $43.1M |
| Savant Capital, LLC | 0.11% | Add +99.6% | 1,688,291 | $39.1M |
| Vident Advisory, LLC | 0.29% | Add +3.2% | 1,686,818 | $39.0M |
| NorthRock Partners, LLC | 0.54% | Add +33.9% | 1,618,956 | $37.4M |
| Financial Life Advisors | 10.35% | Add +4.8% | 1,573,243 | $36.4M |
| Blue Trust, Inc. | 0.38% | Add +2.1% | 1,548,018 | $35.8M |
| Destination Wealth Management | 0.81% | Reduce -3.7% | 1,497,382 | $34.6M |
| Horst & Graben Wealth Management LLC | 4.47% | Add +3.8% | 1,474,760 | $34.0M |
| OneDigital Investment Advisors LLC | 0.28% | Reduce -9.2% | 1,456,131 | $33.7M |
| Phil A. Younker & Associates, Ltd. | 22.13% | Reduce -9.6% | 1,419,857 | $32.8M |
| ZynergyRetirementPlanningLLC | 17.63% | Add +6.0% | 1,405,679 | $32.5M |
| Bank of America Corp. | 0.00% | Add +11.6% | 1,395,164 | $32.3M |
| KilterHowling LLC | 13.96% | Add +0.2% | 1,347,082 | $31.2M |
| TruNorth Capital Management, LLC | 4.97% | Add +3.3% | 1,337,186 | $30.9M |
| Modern Wealth Management, LLC | 0.36% | Add +6.6% | 1,300,211 | $30.1M |
| Mokosak Advisory Group, LLC | 6.50% | Add +5.0% | 1,297,292 | $30.0M |
| Plum Street Advisors, LLC | 9.46% | Add +6.9% | 1,280,658 | $29.6M |
| Daymark Wealth Partners, LLC | 0.72% | Reduce -21.2% | 1,273,968 | $29.5M |
| Osaic Holdings, Inc. | 0.03% | Add +7.0% | 1,249,911 | $28.9M |
| LPL Financial LLC | 0.01% | Add +2.2% | 1,118,991 | $25.9M |
| TSA Wealth Managment LLC | 6.69% | Add +6.8% | 1,023,367 | $23.7M |
| Morgan Stanley | 0.00% | Reduce -55.9% | 1,001,923 | $23.2M |
| Theory Financial LLC | 7.20% | Add +4.4% | 988,119 | $22.9M |
| Creative Planning | 0.01% | Add +5.1% | 976,364 | $22.6M |
| Alliance Wealth Management Group | 4.31% | Reduce -5.7% | 956,732 | $22.1M |
| Towercrest Capital Management | 3.08% | Reduce -5.7% | 956,732 | $22.1M |
| Asset Allocation Strategies LLC | 3.33% | Add +1.2% | 933,117 | $21.6M |
| One Wealth Advisors, LLC | 2.34% | Add +7.7% | 917,188 | $21.2M |
| Sanctuary Advisors, LLC | 0.10% | Add +5.0% | 914,465 | $21.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +15.7% | 880,216 | $20.4M |
| Bond & Devick Financial Network, Inc. | 5.01% | Add +4.2% | 879,141 | $20.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.27% | Reduce -3.6% | 872,446 | $20.2M |
| Moneta Group Investment Advisors LLC | 0.14% | Add +5.4% | 840,712 | $19.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.93% | Add +5.0% | 822,511 | $19.1M |
| Elevation Point Wealth Partners, LLC | 0.35% | Reduce -23.8% | 811,408 | $18.8M |
| Vestmark Advisory Solutions, Inc. | 0.18% | Reduce -24.1% | 806,123 | $18.6M |
| Revolve Wealth Partners, LLC | 1.82% | Add +2.4% | 756,987 | $17.5M |
| Revisor Wealth Management LLC | 4.04% | Reduce -8.9% | 726,046 | $16.8M |
| Arnold Financial Planning LLC | 11.85% | Add +7.5% | 686,760 | $15.9M |
| Mutual Advisors, LLC | 0.30% | Reduce -0.6% | 683,806 | $15.8M |
| UBS Group AG | 0.00% | Add +8.4% | 669,556 | $15.5M |
| James J. Burns & Company, LLC | 1.67% | Add +0.4% | 666,919 | $15.4M |
| Cypress Wealth Services, LLC | 1.88% | Add +11.9% | 659,249 | $15.2M |
| Pacific Park Financial, Inc. | 8.84% | Reduce -1.1% | 658,197 | $15.2M |
| BNP Paribas Financial Markets | 0.01% | Reduce -13.2% | 652,171 | $15.1M |
| Cedar Mountain Advisors, LLC | 2.55% | Add +0.1% | 641,351 | $14.8M |
| Ascent Group, LLC | 0.44% | Reduce -5.4% | 633,680 | $14.7M |
| Columbus Macro, LLC | 1.41% | Add +1.9% | 626,849 | $14.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -8.2% | 617,083 | $14.3M |
| CFG Wealth Management Services, Inc. | 13.41% | No change | 572,537 | $13.7M |
| Amicus Financial Advisors, LLC | 3.29% | Reduce -0.9% | 578,621 | $13.4M |
| Myecfo, LLC | 4.91% | Add +6.9% | 562,920 | $13.0M |
| Christensen, King & Associates Investment Services, Inc. | 5.00% | Reduce -0.4% | 544,016 | $12.6M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -7.3% | 542,124 | $12.5M |
| CFS Investment Advisory Services, LLC | 0.83% | Reduce -10.1% | 539,041 | $12.4M |
| Ballast Financial Advisors LLC | 10.96% | Add +12.2% | 523,539 | $12.1M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -1.1% | 520,436 | $12.0M |
| Mayflower Financial Advisors, LLC | 1.03% | Add +11.2% | 517,566 | $12.0M |
| Tempus Wealth Planning, LLC | 2.24% | Add +12.4% | 495,023 | $11.4M |
| SigFig Wealth Management, LLC | 0.30% | Add +3.1% | 482,157 | $11.2M |
| Signature Estate & Investment Advisors LLC | 0.20% | Add +13.7% | 472,026 | $10.9M |
| Security Financial Services, INC. | 1.50% | Add +16.7% | 468,336 | $10.8M |
| Grove Street Fiduciary, LLC | 4.51% | Reduce -0.5% | 461,694 | $10.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +3.6% | 458,444 | $10.6M |
| Reston Wealth Management LLC | 2.84% | Add +7.8% | 454,858 | $10.5M |
| Apriem Advisors | 0.87% | Reduce -0.5% | 434,154 | $10.0M |
| AE Wealth Management LLC | 0.05% | Add +13.2% | 429,753 | $9.9M |
| IFP Advisors, Inc | 0.18% | Add +20.7% | 429,530 | $9.9M |
| Compass Financial Group, INC | 1.14% | Add +48.7% | 428,065 | $9.9M |
| Peak Financial Management, Inc. | 2.25% | Add +7.7% | 423,666 | $9.8M |
| Ashton Thomas Private Wealth, LLC | 0.19% | Add +5.4% | 401,320 | $9.3M |
| Daviman Financial, LLC | 5.10% | Add +0.5% | 399,645 | $9.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +24.1% | 395,992 | $9.2M |
| Kickstand Ventures, Llc. | 1.66% | Reduce -3.3% | 395,961 | $9.2M |
| Unify Financial Advisors | 8.21% | Add +3.0% | 384,558 | $8.9M |
| Citadel Advisors | 0.01% | Add +257.7% | 383,817 | $8.9M |
| Lathrop Investment Management Co. | 1.55% | Add +2.6% | 379,697 | $8.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +21.0% | 378,422 | $8.8M |
| Jane Street Group, LLC | 0.01% | New | 375,297 | $8.7M |
| Affinity Capital Advisors, LLC | 1.05% | Reduce -7.7% | 369,750 | $8.5M |
| Client 1ST Advisory Group, LLC | 2.27% | Add +4.0% | 365,009 | $8.4M |
| MAI Capital Management | 0.03% | Add +6.3% | 356,966 | $8.3M |
| Creative Financial Designs Inc. | 0.38% | Add +4.7% | 348,079 | $8.1M |
| FFG Retirement Advisors LLC | 4.25% | Reduce -12.4% | 346,738 | $8.0M |
| January Capital Advisors LLC | 6.60% | Add +734.2% | 341,513 | $7.9M |
| Avior Wealth Management, LLC | 0.21% | Add +1.4% | 341,085 | $7.9M |
| Choreo, LLC | 0.08% | Add +9.6% | 334,080 | $7.7M |
| Midwest Financial Group LLC | 2.71% | Add +7.3% | 334,025 | $7.7M |
| Leavell Investment Management, Inc. | 0.27% | Add +4.0% | 318,499 | $7.4M |
| Forthright Family Wealth Advisory LLC | 4.14% | Add +151.7% | 316,590 | $7.3M |
| Park Avenue Securities LLC | 0.05% | Add +21.8% | 316,044 | $7.3M |
| Hengehold Capital Management LLC | 0.56% | Add +1.9% | 314,736 | $7.3M |
| Heritage Family Offices, LLP | 2.81% | Add +52.8% | 314,239 | $7.3M |
| Pacific Excel Wealth Advisors, Inc. | 2.81% | New | 314,239 | $7.3M |
| AlphaCore Capital LLC | 0.13% | Add +1.0% | 307,327 | $7.1M |
| Farther Finance Advisors, LLC | 0.06% | Add +43.6% | 307,187 | $7.1M |
| Main Street Financial Solutions, LLC | 0.45% | Add +23.2% | 303,669 | $7.0M |
| Chatterton & Associates Inc. | 4.09% | Add +30.5% | 303,056 | $7.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.6% | 299,107 | $6.9M |
| Fifth Third Securities, Inc. | 0.39% | Add +5.9% | 293,691 | $6.8M |
| Beacon Bridge Wealth Partners, LLC | 1.93% | Add +67.9% | 292,966 | $6.8M |
| Independent Solutions Wealth Management, LLC | 0.87% | Add +2.6% | 287,290 | $6.6M |
| Hoxton Planning & Management, LLC | 1.72% | Reduce -2.4% | 284,701 | $6.6M |
| Summit Financial Strategies, Inc. | 0.45% | Reduce -15.0% | 279,261 | $6.5M |
| CIBC Bancorp USA Inc. | 0.01% | Add +4.5% | 276,959 | $6.4M |
| Fairway Financial, LLC | 4.37% | Add +2.5% | 276,475 | $6.4M |
| Marotta Asset Management | 1.03% | Reduce -0.5% | 268,141 | $6.2M |
| Sigma Planning Corp | 0.15% | New | 263,727 | $6.1M |
| Curtis Advisory Group, LLC | 1.18% | Reduce -9.3% | 262,624 | $6.1M |
| Larson Financial Group LLC | 0.16% | Reduce -15.2% | 260,155 | $6.0M |
| Bogart Wealth, LLC | 0.21% | Add +0.2% | 259,164 | $6.0M |
| Bluespring Wealth Management, LLC | 0.11% | Add +33.7% | 256,386 | $5.9M |
| Manske Wealth Management | 1.44% | Add +11.4% | 251,298 | $5.8M |
| HC Advisors, LLC | 3.52% | Add +10.2% | 250,805 | $5.8M |
| Cibc World Market Inc. | 0.01% | No change | 250,000 | $5.8M |
| MorganRosel Wealth Management, LLC | 1.93% | Add +1.9% | 246,838 | $5.7M |
| Brookstone Capital Management | 0.06% | Add +16.6% | 240,386 | $5.6M |
| Merit Financial Group, LLC | 0.03% | Reduce -12.1% | 236,290 | $5.5M |
| Advisor OS, LLC | 0.36% | Add +1095.6% | 233,114 | $5.4M |
| Focus Financial Network, Inc. | 0.17% | Add +4.7% | 231,175 | $5.3M |
| Stonekeep Investments, LLC | 3.02% | Add +0.4% | 224,356 | $5.2M |
| Clay Northam Wealth Management, LLC | 2.53% | Reduce -5.6% | 222,565 | $5.1M |
| Perigon Wealth Management, LLC | 0.08% | Add +20.7% | 222,554 | $5.1M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.5% | 222,234 | $5.1M |
| Wakefield Asset Management LLLP | 1.15% | Add +2.9% | 221,297 | $5.1M |
| Balboa Wealth Partners | 0.69% | Add +973.3% | 219,230 | $5.1M |
| Axxcess Wealth Management, LLC | 0.08% | New | 215,559 | $5.0M |
| Nalls Sherbakoff Group, LLC | 3.54% | Reduce -2.2% | 215,306 | $5.0M |
| OneAscent Wealth Management LLC | 1.48% | New | 214,984 | $5.0M |
| XY Planning Network, Inc. | 0.62% | Add +3.3% | 212,609 | $4.9M |
| Fischer Financial Services, Inc. | 1.23% | Add +3.6% | 211,395 | $4.9M |
| Tradition Wealth Management, LLC | 0.29% | Add +2.5% | 208,247 | $4.8M |
| Freestone Capital Holdings, LLC | 0.12% | Reduce -2.8% | 206,837 | $4.8M |
| WealthPLAN Partners, LLC | 0.90% | Add +5.6% | 202,624 | $4.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.7% | 200,094 | $4.6M |
| Redwood Investment Management, LLC | 0.45% | Add +10.9% | 197,656 | $4.6M |
| Lifelong Wealth Advisors, Inc. | 1.08% | Add +6.6% | 197,429 | $4.6M |
| Bestgate Wealth Advisors, LLC | 7.02% | Reduce -0.4% | 190,531 | $4.4M |
| Guardian Financial Partners, LLC | 1.71% | Reduce -12.3% | 190,304 | $4.4M |
| Bfsg, LLC | 0.39% | Reduce -0.7% | 189,023 | $4.4M |
| Curbstone Financial Management Corp | 0.74% | No change | 187,500 | $4.3M |
| Cassilly Financial Group LLC | 3.08% | Add +1.2% | 183,780 | $4.3M |
| VSM Wealth Advisory, LLC | 1.09% | Reduce -0.2% | 178,010 | $4.1M |
| Valpey Financial Services, LLC | 2.44% | Add +7.3% | 177,319 | $4.1M |
| Global Retirement Partners, LLC | 0.06% | — | 169,162 | $3.9M |
| Cahill Financial Advisors Inc. | 0.37% | Add +7.0% | 168,200 | $3.9M |
| Harbour Investments, Inc. | 0.05% | Add +11.9% | 166,855 | $3.9M |
| Patriot Financial Group Insurance Agency, LLC | 0.39% | Reduce -42.4% | 164,466 | $3.8M |
| Phillips Financial Management, LLC | 0.28% | Reduce -12.6% | 164,229 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +19.9% | 163,238 | $3.8M |
| Range Financial Group LLC | 1.01% | Add +4.0% | 160,119 | $3.7M |
| Lowery Thomas, LLC | 1.81% | Reduce -4.1% | 159,791 | $3.7M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +31.3% | 159,044 | $3.7M |
| Curi Capital, LLC | 0.06% | Reduce -7.7% | 157,463 | $3.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +22.9% | 157,293 | $3.6M |
| NYL Investors LLC | 1.39% | Reduce -0.3% | 157,163 | $3.6M |
| Smart Money Group LLC | 0.92% | Reduce -5.7% | 154,434 | $3.6M |
| Keystone Wealth Services, LLC | 0.66% | Add +9.7% | 153,401 | $3.5M |
| BIP Wealth, LLC | 0.10% | New | 152,354 | $3.5M |
| TPG Advisors LLC | 1.92% | Add +2.0% | 151,467 | $3.5M |
| Verus Capital Partners, LLC | 0.19% | Add +54.4% | 150,899 | $3.5M |
| Strategic Blueprint, LLC | 0.17% | Add +12.7% | 149,289 | $3.5M |
| Integrity Alliance, Llc. | 0.11% | Add +10.6% | 148,950 | $3.4M |
| Spectrum Planning & Advisory Services Inc. | 1.53% | Reduce -1.8% | 147,971 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 145,697 | $3.4M |
| Cooper/Haims Advisors, LLC | 1.44% | Add +0.1% | 144,694 | $3.3M |
| C M Bidwell & Associates Ltd. | 1.36% | Add +7.1% | 143,456 | $3.3M |
| Krilogy Financial LLC | 0.10% | Add +0.0% | 143,080 | $3.3M |
| Patriot Investment Management Group, Inc. | 0.19% | Add +0.4% | 141,564 | $3.3M |
| Grey Fox Wealth Advisors, LLC | 0.51% | Add +1.2% | 140,215 | $3.2M |
| Friedenthal Financial | 1.49% | Add +0.8% | 139,626 | $3.2M |
| CVA Family Office, LLC | 0.29% | Add +8.2% | 137,096 | $3.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.05% | Reduce -2.5% | 136,632 | $3.2M |
| Breakwater Investment Management | 1.06% | Reduce -2.5% | 134,779 | $3.1M |
| Compass Financial Management LLC | 0.38% | — | 134,277 | $3.1M |
| Chesapeake Wealth Management | 0.87% | Reduce -0.9% | 133,559 | $3.1M |
| North Forty Two & Co. | 2.60% | Add +1.8% | 132,494 | $3.1M |
| Brady Martz Wealth Solutions, LLC | 0.46% | Reduce -3.1% | 131,546 | $3.0M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +40.3% | 130,938 | $3.0M |
| 5T Wealth, LLC | 1.12% | Reduce -13.1% | 129,547 | $3.0M |
| Focus Partners Wealth | 0.00% | Reduce -5.3% | 129,203 | $3.0M |
| Oarsman Capital, Inc. | 0.31% | Reduce -3.8% | 128,446 | $3.0M |
| WealthPoint Financial, LLC | 2.15% | Add +5.9% | 127,721 | $3.0M |
| Twin Cities Retirement Group LLC | 2.52% | Add +0.5% | 127,460 | $2.9M |
| Tactive Advisors, LLC | 0.71% | Add +0.9% | 124,104 | $2.9M |
| Curtis Wealth Management LLC | 2.43% | Reduce -0.8% | 124,040 | $2.9M |
| Kiley Juergens Wealth Management, LLC | 0.45% | Add +63.8% | 123,338 | $2.9M |
| Alaska Wealth Advisors, LLC | 0.31% | Add +20.9% | 123,034 | $2.8M |
| Centaurus Financial, Inc. | 0.11% | Add +731.7% | 121,609 | $2.8M |
| Eagle Harbor Asset Management Inc. | 2.20% | Add +0.0% | 101,100 | $2.8M |
| Savvy Advisors, Inc. | 0.06% | Add +72.8% | 120,235 | $2.8M |
| Natixis Advisors, LLC | 0.00% | Add +23.2% | 119,776 | $2.8M |
| OneAscent Financial Services LLC | 0.13% | Add +6.4% | 119,487 | $2.8M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -0.5% | 118,298 | $2.7M |
| Independent Financial Group, LLC | 0.05% | Reduce -1.7% | 117,102 | $2.7M |
| M1 Capital Management LLC | 1.00% | Add +4.9% | 116,739 | $2.7M |
| Omega Financial Group, LLC | 0.82% | Add +1.5% | 115,868 | $2.7M |
| Ballast Advisors LLC | 0.64% | Add +23.6% | 115,246 | $2.7M |
| ETF Store, Inc. | 2.22% | Add +4.8% | 114,721 | $2.7M |
| Gen-Wealth Partners Inc | 0.73% | Add +7.3% | 112,915 | $2.6M |
| IMA Advisory Services, Inc. | 0.16% | New | 112,283 | $2.6M |
| Financial Designs Corp | 1.38% | Reduce -2.9% | 111,587 | $2.6M |
| Carnegie Investment Counsel | 0.05% | Add +7.3% | 110,428 | $2.6M |
| OFS Enterprise LLC | 0.65% | Add +4.7% | 110,173 | $2.5M |
| Serenity Investment Advisors | 1.08% | Add +1.8% | 111,150 | $2.5M |
| Zhang Financial LLC | 0.07% | Reduce -15.4% | 109,176 | $2.5M |
| LVW Advisors, LLC | 0.22% | Reduce -5.9% | 108,260 | $2.5M |
| Valmark Advisers, Inc. | 0.03% | Reduce -5.6% | 104,017 | $2.4M |
| Hopwood Nicholas Hunter | 0.66% | Add +6.2% | 103,755 | $2.4M |
| Magnolia Capital Advisors LLC | 0.41% | No change | 103,630 | $2.4M |
| SeaCrest Wealth Management, LLC | 0.26% | Add +60.1% | 102,545 | $2.4M |
| Northern Lights Advisors, Inc. | 1.27% | Reduce -1.7% | 100,681 | $2.3M |
| Csenge Advisory Group | 0.09% | Add +0.1% | 100,170 | $2.3M |
| Clear Creek Financial Management, LLC | 0.15% | Add +23.5% | 99,938 | $2.3M |
| RDA Financial Network | 0.49% | Add +12.7% | 96,437 | $2.2M |
| K2 Financial Inc. | 1.57% | Add +6.7% | 96,470 | $2.2M |
| Adamsbrown Wealth Consultants LLC | 0.40% | Add +6.1% | 90,885 | $2.1M |
| Sterling Investment Management, LLC | 1.15% | Reduce -0.6% | 90,553 | $2.1M |
| Diversify Advisory Services, LLC | 0.04% | New | 91,203 | $2.1M |
| Diversify Wealth Management, LLC | 0.04% | Reduce -3.7% | 91,203 | $2.1M |
| Dorato Capital Management | 1.39% | No change | 89,164 | $2.0M |
| Sculati Wealth Management, LLC | 0.68% | Add +10.0% | 88,135 | $2.0M |
| BlueSky Wealth Advisors, LLC | 0.23% | Reduce -62.2% | 85,784 | $2.0M |
| Bcwm, LLC | 0.58% | Reduce -2.6% | 85,669 | $2.0M |
| Maia Wealth LLC | 0.29% | Reduce -14.1% | 85,401 | $2.0M |
| Atria Investments, Inc | 0.02% | Add +689.4% | 84,666 | $2.0M |
| Bangor Savings Bank | 0.14% | Reduce -2.8% | 83,589 | $1.9M |
| Avidian Wealth Enterprises, LLC | 0.05% | Add +1.3% | 82,582 | $1.9M |
| Sightline Wealth Advisors, LLC | 0.70% | Add +0.2% | 82,297 | $1.9M |
| Advisory Services Network, LLC | 0.02% | Add +27.4% | 81,496 | $1.9M |
| Livet Wealth, LLC | 1.09% | Reduce -0.8% | 81,443 | $1.9M |
| Retirement Planning Group, LLC | 0.05% | Reduce -5.1% | 80,763 | $1.9M |
| Integrity Advisory Solutions, LLC | 0.19% | Add +29.2% | 80,642 | $1.9M |
| Ironwood Wealth Management, LLC. | 0.40% | New | 78,512 | $1.8M |
| Boston Partners | 0.00% | Reduce -32.7% | 77,883 | $1.8M |
| WBH Advisory Inc. | 0.12% | Add +7.0% | 77,727 | $1.8M |
| Portside Wealth Group, LLC | 0.21% | Add +0.5% | 77,408 | $1.8M |
| Blossom Wealth Management | 2.51% | Reduce -7.7% | 77,147 | $1.8M |
| Simplicity Wealth,LLC | 0.06% | Add +43.0% | 76,515 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | Add +75.5% | 76,361 | $1.8M |
| Lodestar Private Asset Management LLC | 0.15% | Add +5.8% | 76,169 | $1.8M |
| Eley Financial Management, Inc | 0.57% | Add +8.4% | 75,995 | $1.8M |
| NBT Bank, N.A. | 0.12% | Reduce -1.0% | 75,928 | $1.8M |
| Brookwood Investment Group LLC | 0.20% | Reduce -14.2% | 75,785 | $1.8M |
| ProVise Management Group, LLC | 0.12% | Reduce -1.6% | 75,373 | $1.7M |
| Mendel Capital Management LLC | 0.78% | Reduce -0.3% | 74,458 | $1.7M |
| Act Wealth Management, LLC | 0.49% | Add +2.5% | 72,803 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +3.3% | 72,645 | $1.7M |
| Balefire, LLC | 0.27% | New | 72,265 | $1.7M |
| Nwam LLC | 0.08% | Reduce -5.5% | 72,136 | $1.7M |
| Park Edge Advisors, LLC | 0.36% | Add +5.2% | 72,115 | $1.7M |
| Sutton Place Investors LLC | 0.81% | Add +0.9% | 72,046 | $1.7M |
| MSH Capital Advisors LLC | 0.29% | Add +15.0% | 71,656 | $1.7M |
| Beacon Financial Advisory LLC | 0.32% | Add +6.8% | 71,200 | $1.6M |
| Firethorn Wealth Partners, LLC | 0.52% | Reduce -17.9% | 70,304 | $1.6M |
| Shared Vision Wealth Group LLC | 0.53% | Add +24.7% | 67,085 | $1.6M |
| Parallel Advisors, LLC | 0.02% | Add +199.1% | 67,010 | $1.5M |
| Ancora Advisors LLC | 0.03% | Reduce -20.5% | 66,385 | $1.5M |
| Cherry Tree Wealth Management, LLC | 0.28% | Reduce -3.7% | 65,254 | $1.5M |
| Claro Advisors Inc. | 0.16% | Add +72.3% | 65,205 | $1.5M |
| Powers Advisory Group, LLC | 0.47% | Add +4.6% | 65,200 | $1.5M |
| HHM Wealth Advisors, LLC | 0.15% | Add +2.1% | 65,187 | $1.5M |
| Apeiron RIA LLC | 0.39% | Reduce -41.1% | 64,940 | $1.5M |
| IFG Advisory, LLC | 0.05% | New | 64,830 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +12.8% | 64,379 | $1.5M |
| Gambit Capital Management, LLC | 0.85% | Reduce -0.4% | 63,287 | $1.5M |
| WealthTrak Capital Management LLC | 0.96% | Add +9.3% | 63,009 | $1.5M |
| Seneca Financial Advisors LLC | 0.37% | Add +3.5% | 62,216 | $1.4M |
| Latitude Advisors, LLC | 0.56% | Add +12.5% | 60,496 | $1.4M |
| Merkkuri Wealth Advisors LLC | 0.87% | Reduce -12.7% | 60,374 | $1.4M |
| Empirical Asset Management, LLC | 0.31% | Add +6.0% | 60,286 | $1.4M |
| Ameritas Advisory Services, LLC | 0.03% | New | 60,233 | $1.4M |
| Twele Capital Management, Inc. | 0.23% | Add +5.2% | 59,964 | $1.4M |
| Capital Management Associates, Inc | 0.28% | Add +1.0% | 59,891 | $1.4M |
| Hobbs Wealth Management, LLC | 1.15% | Add +9.1% | 58,974 | $1.4M |
| Smartleaf Asset Management LLC | 0.04% | No change | 58,649 | $1.4M |
| Avion Wealth | 0.25% | No change | 58,784 | $1.4M |
| LexAurum Advisors, LLC | 0.16% | Add +2.3% | 58,542 | $1.4M |
| Sage Financial Management Group, Inc. | 0.36% | Add +0.0% | 57,189 | $1.3M |
| HRT Financial LP | 0.00% | New | 57,160 | $1.3M |
| CENTRAL TRUST Co | 0.02% | No change | 55,870 | $1.3M |
| JMG Financial Group, Ltd. | 0.03% | Reduce -44.6% | 55,255 | $1.3M |
| OMC Financial Services LTD | 0.42% | Reduce -0.5% | 55,050 | $1.3M |
| Graves Light Lenhart Wealth, Inc. | 0.12% | Reduce -0.3% | 54,699 | $1.3M |
| Parkway Wealth Management Group, LLC | 0.15% | Add +9.8% | 54,385 | $1.3M |
| Valley Forge Investment Consultants Inc. Adv | 0.32% | Add +18.4% | 54,272 | $1.3M |
| BCS Wealth Management | 0.23% | Reduce -7.3% | 54,160 | $1.3M |
| Vise Technologies, Inc. | 0.01% | Add +155.5% | 54,100 | $1.3M |
| Stockman Wealth Management, Inc. | 0.13% | Reduce -15.6% | 53,630 | $1.2M |
| Ausdal Financial Partners, Inc. | 0.05% | Add +8.9% | 53,247 | $1.2M |
| Rossby Financial, LCC | 0.22% | Add +2.2% | 53,079 | $1.2M |
| Cary Street Partners Investment Advisory LLC | 0.25% | Add +208.4% | 53,056 | $1.2M |
| Leo H. Evart, Inc. | 0.97% | Reduce -0.7% | 52,899 | $1.2M |
| Transcend Capital Advisors, LLC | 0.08% | Add +27.6% | 52,285 | $1.2M |
| GK Wealth Management LLC | 0.72% | New | 51,837 | $1.2M |
| W Advisors, LLC | 0.54% | Add +1.1% | 51,769 | $1.2M |
| Arax Advisory Partners | 0.01% | Add +464.1% | 51,668 | $1.2M |
| Moneywise, Inc. | 0.44% | Add +52.4% | 51,169 | $1.2M |
| Investment Research Partners LLC | 0.40% | Add +29.2% | 50,800 | $1.2M |
| Avail Investment Partners, LLC | 0.90% | Add +28.8% | 50,630 | $1.2M |
| Crabel Capital Management, LLC | 0.85% | New | 50,447 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | No change | 50,199 | $1.2M |
| HB Wealth Management, LLC | 0.01% | Reduce -5.8% | 50,111 | $1.2M |
| Emergent Wealth Advisors, LLC | 0.60% | Reduce -22.5% | 49,741 | $1.2M |
| Truist Financial Corp. | 0.00% | Add +2.1% | 47,384 | $1.1M |
| Mgo One Seven LLC | 0.02% | Add +10.1% | 46,641 | $1.1M |
| Legacy Wealth Management, LLC | 0.06% | Add +13.7% | 46,343 | $1.1M |
| Sharkey, Howes & Javer | 0.13% | Add +28.7% | 45,863 | $1.1M |
| Great Waters Wealth Management | 0.10% | Reduce -1.2% | 44,782 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.48% | Add +6.9% | 44,553 | $1.0M |
| Pinnacle Family Advisors, LLC | 0.43% | Add +4.8% | 44,001 | $1.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -3.7% | 43,585 | $1.0M |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +75.6% | 42,977 | $994K |
| Twin Peaks Wealth Advisors, LLC | 0.22% | Add +117.0% | 42,603 | $985K |
| Hill Island Financial LLC | 0.21% | Add +17.9% | 42,426 | $981K |
| Plan A Wealth LLC | 0.42% | Add +5.5% | 42,391 | $981K |
| Rialto Wealth Management, LLC | 0.19% | Reduce -17.8% | 41,927 | $970K |
| Shearwater Capital LLC | 0.46% | No change | 41,789 | $967K |
| Kenora Financial, LLC | 0.30% | Add +63.2% | 41,245 | $954K |
| Values Added Financial LLC | 0.34% | Add +2.6% | 40,953 | $947K |
| VestGen Advisors, LLC | 0.03% | Add +72.0% | 40,773 | $943K |
| Farnam Financial LLC | 0.69% | Reduce -14.4% | 40,619 | $940K |
| Renaissance Technologies | 0.00% | Reduce -64.3% | 40,600 | $939K |
| SageView Advisory Group, LLC | 0.03% | Reduce -4.4% | 40,492 | $937K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -35.0% | 41,064 | $935K |
| Geometric Wealth Advisors | 0.10% | Add +1.1% | 40,110 | $928K |
| Mission Creek Capital Partners, Inc. | 0.16% | Reduce -2.9% | 39,900 | $923K |
| Signet Investment Advisory Group, Inc. | 0.41% | Reduce -3.5% | 39,825 | $921K |
| Signal Advisors Wealth, LLC | 0.05% | Add +11.1% | 39,653 | $917K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -1.0% | 39,429 | $912K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.5% | 39,425 | $912K |
| Empower Advisory Group, LLC | 0.00% | No change | 39,228 | $907K |
| Cutler Investment Counsel LLC | 0.08% | Add +0.0% | 38,900 | $900K |
| Novus Advisors, LLC | 1.84% | Reduce -0.7% | 38,126 | $882K |
| Stewardship Concepts Financial Services LLC | 0.59% | Reduce -62.9% | 37,803 | $874K |
| Aventus Investment Advisors, Inc. | 0.64% | Reduce -42.9% | 37,712 | $872K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +19.6% | 37,467 | $867K |
| Regions Financial Corp. | 0.01% | New | 37,407 | $865K |
| &partners | 0.00% | Add +21.0% | 37,376 | $865K |
| FIDELIS iM, LLC | 0.29% | No change | 37,360 | $864K |
| VERITY Wealth Advisors | 0.52% | Add +8.7% | 37,305 | $863K |
| Carolina Wealth Management Inc | 0.40% | — | 37,260 | $862K |
| Mission Wealth Management, LP | 0.01% | Add +45.3% | 37,102 | $858K |
| Maripau Wealth Management LLC | 0.30% | Add +8.5% | 36,446 | $843K |
| Roundview Capital LLC | 0.05% | Add +1.1% | 36,345 | $841K |
| Aletheian Wealth Advisors LLC | 0.36% | No change | 36,183 | $837K |
| Juncture Wealth Strategies, LLC | 0.22% | Add +6.8% | 35,795 | $828K |
| Resurgent Financial Advisors LLC | 0.23% | Add +8.9% | 35,714 | $826K |
| RCS Financial Planning, LLC | 0.39% | Add +2.1% | 35,174 | $814K |
| Associated Banc-Corp | 0.02% | New | 34,800 | $805K |
| JFS Wealth Advisors, LLC | 0.04% | Reduce -0.8% | 34,453 | $797K |
| Johnson Investment Counsel Inc. | 0.01% | Add +66.0% | 34,384 | $795K |
| PFG Advisors | 0.04% | Add +14.1% | 34,293 | $793K |
| Sax Wealth Advisors, LLC | 0.03% | Add +76.3% | 32,584 | $757K |
| Liberty Capital Management, Inc. | 0.13% | — | 32,322 | $748K |
| Davis Wealth Advisors, LLC | 0.58% | Reduce -7.8% | 32,259 | $746K |
| Asempa Wealth Advisors | 0.56% | Add +28.7% | 31,984 | $740K |
| Rwa Wealth Partners, LLC | 0.01% | New | 31,416 | $727K |
| Gradient Capital Advisors, LLC | 0.17% | Add +5.3% | 31,330 | $725K |
| WJ Financial Advisors LLC | 0.53% | Reduce -1.4% | 31,290 | $724K |
| CWC Advisors, LLC. | 0.32% | Add +1.8% | 31,166 | $721K |
| Sowell Financial Services LLC | 0.02% | Reduce -5.3% | 30,589 | $708K |
| EverSource Wealth Advisors, LLC | 0.02% | Reduce -28.0% | 30,480 | $705K |
| Lido Advisors, LLC | 0.00% | Reduce -10.8% | 29,512 | $683K |
| KRM Wealth Management L.L.C. | 0.29% | Add +1.0% | 28,989 | $671K |
| Texas Yale Capital Corp. | 0.01% | Reduce -2.4% | 28,619 | $662K |
| Garde Capital, Inc. | 0.03% | New | 28,599 | $661K |
| Payne Capital LLC | 0.55% | Add +0.0% | 28,558 | $661K |
| Ignite Planners, LLC | 0.09% | No change | 28,460 | $658K |
| Marks Group Wealth Management, Inc | 0.06% | Add +39.9% | 28,154 | $651K |
| Wesbanco Bank Inc. | 0.02% | No change | 28,127 | $651K |
| Orcam Financial Group | 0.31% | Add +1.0% | 27,723 | $641K |
| D L Carlson Investment Group Inc. | 0.10% | Reduce -12.7% | 27,627 | $639K |
| Core Wealth Partners LLC | 0.27% | Reduce -74.2% | 27,540 | $637K |
| Scarborough Advisors, LLC | 0.07% | Reduce -12.8% | 26,983 | $623K |
| New Harbor Financial Group, LLC | 0.10% | Add +25.2% | 26,162 | $605K |
| L2 Asset Management, LLC | 0.06% | Add +7.3% | 26,160 | $605K |
| RKL Wealth Management LLC | 0.05% | Add +1.0% | 25,641 | $593K |
| Appalachian Capital Management Ltd | 0.43% | Add +0.2% | 25,444 | $589K |
| Western Financial Corp | 0.17% | Add +2.8% | 25,289 | $585K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 25,182 | $582K |
| Laraway Financial Advisors Inc | 0.35% | Reduce -0.5% | 25,149 | $582K |
| Wealthspire Retirement, LLC | 0.03% | Reduce -11.4% | 24,940 | $577K |
| Sonoma Private Wealth LLC | 0.61% | No change | 24,741 | $572K |
| Alpha Omega Wealth Management LLC | 0.08% | Add +0.2% | 23,826 | $551K |
| Luts & Greenleigh Group, Inc. | 0.41% | No change | 23,412 | $542K |
| Sovran Advisors, LLC | 0.04% | Reduce -0.5% | 23,665 | $540K |
| Milestones Private Investment Advisors LLC | 0.43% | Reduce -1.1% | 23,176 | $536K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -2.4% | 23,050 | $533K |
| Downshift Financial, LLC | 0.24% | No change | 22,873 | $529K |
| Cooper Financial Group | 0.04% | Add +0.4% | 22,226 | $514K |
| Carroll Advisory Group, LLC | 0.17% | No change | 22,204 | $514K |
| Prevail Innovative Wealth Advisors, LLC | 0.08% | Reduce -3.8% | 22,018 | $509K |
| Kelman-Lazarov, Inc. | 0.07% | Add +3.7% | 21,885 | $506K |
| Red Reef Advisors LLC | 0.47% | Add +1.0% | 21,847 | $505K |
| Seek First Inc. | 0.32% | Reduce -6.1% | 21,826 | $505K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -9.3% | 21,638 | $500K |
| Wealthgarden F.S. LLC | 0.28% | Add +5.5% | 21,333 | $493K |
| Sawgrass Asset Management LLC | 0.06% | Reduce -8.2% | 21,177 | $490K |
| Midwest Financial Network, LLC | 0.33% | New | 21,131 | $489K |
| RBA Wealth Management, LLC | 0.18% | Reduce -2.2% | 21,086 | $488K |
| Pinion Investment Advisors, LLC | 0.09% | Reduce -0.6% | 20,996 | $486K |
| Wealth Alliance, LLC | 0.04% | Add +34.4% | 20,960 | $485K |
| Ridgeline Wealth, LLC | 0.28% | No change | 20,888 | $483K |
| Ketron Financial | 0.15% | New | 20,689 | $479K |
| RCW Management, LLC | 0.43% | No change | 20,609 | $477K |
| Fulcrum Equity Management | 0.38% | Add +12.1% | 20,455 | $473K |
| Hardin Capital Partners, LLC | 0.21% | Add +0.3% | 19,991 | $463K |
| TrustWell Financial Advisors, LLC | 0.39% | No change | 19,988 | $462K |
| Foundations Investment Advisors, LLC | 0.00% | Add +50.4% | 19,986 | $462K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -13.8% | 19,819 | $458K |
| Beacon Financial Group | 0.04% | Add +1.7% | 19,625 | $454K |
| FDx Advisors, Inc. | 0.14% | Reduce -0.4% | 19,545 | $452K |
| Breakthru Advisory Services, LLC | 1.51% | No change | 19,441 | $450K |
| Wedmont Private Capital | 0.01% | No change | 19,610 | $450K |
| ONE Advisory Partners, LLC | 0.12% | Add +0.8% | 19,405 | $449K |
| TD Private Client Wealth LLC | 0.01% | Reduce -58.7% | 19,319 | $447K |
| Cannon Financial Strategists, Inc. | 0.05% | Add +0.4% | 19,214 | $444K |
| Financial Consulate, Inc. | 0.05% | No change | 18,718 | $433K |
| Rothschild Wealth LLC | 0.03% | Reduce -0.6% | 18,593 | $430K |
| Vermillion Wealth Management, Inc. | 0.10% | Reduce -66.4% | 18,287 | $423K |
| Fermata Advisors, LLC | 0.09% | Reduce -5.6% | 18,246 | $422K |
| Code Waechter LLC | 0.22% | New | 18,235 | $422K |
| Note Advisors, LLC | 0.18% | Add +2.3% | 17,981 | $416K |
| PSI Advisors, LLC | 0.10% | Add +19.0% | 17,854 | $413K |
| Investment Planning Advisors, Inc. | 0.10% | Reduce -1.2% | 17,854 | $413K |
| One Capital Management, LLC | 0.01% | No change | 17,740 | $412K |
| Lederer & Associates Investment Counsel | 0.27% | Reduce -2.1% | 17,504 | $405K |
| Bigelow Investment Advisors, LLC | 0.15% | Reduce -1.9% | 17,457 | $404K |
| Heritage Oak Wealth Advisors LLC | 0.12% | No change | 17,266 | $399K |
| WealthShield Partners, LLC | 0.06% | Reduce -94.3% | 17,231 | $399K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +18.0% | 17,115 | $398K |
| Lansing Street Advisors | 0.08% | Add +4.9% | 17,070 | $395K |
| Kingsview Wealth Management, LLC | 0.00% | Add +6.8% | 16,541 | $383K |
| Leading Edge Financial Planning LLC | 0.07% | Reduce -42.0% | 16,480 | $381K |
| Courage Miller Partners, LLC | 0.10% | No change | 16,460 | $381K |
| Gleason Group, Inc. | 0.03% | Reduce -2.3% | 16,443 | $380K |
| Daytona Street Capital LLC | 0.28% | Add +11.7% | 16,473 | $377K |
| Faithward Advisors, LLC | 0.05% | Reduce -10.4% | 16,266 | $376K |
| Fiduciary Financial Advisors | 0.04% | New | 16,154 | $374K |
| True North Advisors, LLC | 0.04% | Reduce -11.5% | 16,140 | $373K |
| Pure Financial Advisors, LLC | 0.00% | Reduce -4.3% | 16,121 | $373K |
| MKD Wealth Coaches, LLC | 0.31% | Add +21.7% | 15,539 | $359K |
| Evolution Wealth Management Inc. | 0.21% | Reduce -2.0% | 15,487 | $358K |
| Syntegra Private Wealth Group, LLC | 0.03% | Add +0.4% | 15,454 | $357K |
| PKS Advisory Services, LLC | 0.06% | New | 15,368 | $355K |
| Alley Investment Management Company, LLC | 0.04% | Add +3.7% | 15,324 | $354K |
| Brighton Jones LLC | 0.01% | Add +2.6% | 15,205 | $352K |
| Asset One Wealth Management LLC | 0.04% | Add +10.2% | 14,998 | $344K |
| Regimen Wealth, LLC | 0.09% | Add +1.0% | 14,815 | $343K |
| Grey Ledge Advisors, LLC | 0.07% | Add +26.7% | 14,815 | $343K |
| Index Fund Advisors, Inc. | 0.01% | Add +1.0% | 14,656 | $339K |
| Diversified Investment Strategies, LLC | 0.22% | No change | 14,395 | $333K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -16.1% | 14,242 | $329K |
| BlackDiamond Wealth Management, LLC | 0.13% | Add +11.3% | 14,386 | $327K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +5.7% | 14,086 | $326K |
| Novem Group | 0.03% | Reduce -2.1% | 14,058 | $325K |
| Stevens Capital Partners | 0.06% | New | 14,052 | $325K |
| Burns J W & Co. Inc. | 0.03% | No change | 14,000 | $324K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -3.7% | 13,978 | $323K |
| Keebeck Wealth Management | 0.03% | Add +13.4% | 13,977 | $323K |
| Silverlake Wealth Management LLC | 0.06% | New | 13,857 | $321K |
| Francis Financial, Inc. | 0.05% | Add +6.4% | 13,736 | $318K |
| Midwest Capital Advisors, LLC | 0.13% | Reduce -34.8% | 13,682 | $316K |
| Partners in Financial Planning | 0.05% | Add +1.8% | 13,625 | $315K |
| Joule Financial, LLC | 0.09% | Reduce -9.3% | 13,601 | $315K |
| Fairway Wealth LLC | 0.07% | Add +1.0% | 13,471 | $312K |
| HUB Investment Partners, LLC | 0.01% | New | 13,405 | $310K |
| MN Wealth Advisors, LLC | 0.13% | Add +1.6% | 13,373 | $309K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +0.2% | 13,015 | $301K |
| Meridian Wealth Partners, LLC | 0.04% | Reduce -3.7% | 13,006 | $301K |
| Clearstead Advisors, LLC | 0.00% | Add +0.3% | 13,001 | $301K |
| Legacy Edge Advisors, LLC | 0.03% | Add +6.3% | 12,958 | $300K |
| StoneX Group Inc. | 0.01% | Reduce -48.5% | 12,933 | $299K |
| Burk Holdings LLC | 0.11% | No change | 12,911 | $299K |
| Cardiff Park Advisors, LLC | 0.02% | Add +1.0% | 12,823 | $297K |
| Walker Financial Services, Inc. | 0.09% | Reduce -3.8% | 12,773 | $295K |
| WealthCollab, LLC | 0.11% | No change | 12,698 | $294K |
| Regal Investment Advisors LLC | 0.02% | Add +15.6% | 12,649 | $293K |
| Western Wealth Management, LLC | 0.01% | Reduce -36.9% | 12,589 | $291K |
| Steele Capital Management, Inc. | 0.01% | New | 12,586 | $291K |
| Swmg, LLC | 0.07% | Reduce -4.4% | 12,491 | $286K |
| Retirement Guys Formula LLC | 0.11% | Add +0.1% | 12,345 | $286K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.0% | 12,312 | $285K |
| Fidelis Wealth Advisors LLC | 0.42% | New | 12,268 | $284K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -28.9% | 12,176 | $282K |
| J.E. Simmons & Co., P.C. | 0.15% | No change | 11,815 | $273K |
| Per Stirling Capital Management, LLC. | 0.03% | Add +0.3% | 11,799 | $273K |
| Forum Financial Management, LP | 0.00% | Add +6.2% | 11,789 | $273K |
| Northstar Financial Companies, Inc. | 0.18% | No change | 11,773 | $272K |
| Quantum Capital Management, LLC / NJ | 0.03% | Add +3.1% | 11,763 | $272K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -22.8% | 11,610 | $269K |
| HORAN Wealth, LLC | 0.03% | Add +4.0% | 11,523 | $267K |
| Access Financial Services, Inc. | 0.09% | No change | 11,430 | $264K |
| Friday Financial | 0.07% | New | 11,513 | $264K |
| US Bancorp \de | 0.00% | Add +1.0% | 11,408 | $264K |
| WealthPlan Investment Management, LLC | 0.01% | Reduce -19.8% | 11,396 | $264K |
| PFG Investments, LLC | 0.01% | Add +0.9% | 11,348 | $262K |
| Betterment LLC | 0.00% | New | 11,329 | $262K |
| Meridian Wealth Management, LLC | 0.01% | Reduce -10.2% | 11,324 | $262K |
| Vicus Capital | 0.02% | New | 11,317 | $262K |
| Professional Financial Advisors, LLC | 0.05% | Add +17.9% | 11,307 | $262K |
| Chapman Financial Group, LLC | 0.17% | No change | 11,230 | $260K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +22.5% | 10,981 | $254K |
| FLC Capital Advisors | 0.04% | No change | 10,972 | $254K |
| GS Investments, Inc. | 0.18% | Add +3.3% | 10,958 | $253K |
| Fisher Asset Management | 0.00% | New | 10,888 | $252K |
| Lewis Asset Management, LLC | 0.09% | Reduce -5.5% | 10,839 | $251K |
| XTX Topco Ltd | 0.00% | New | 10,811 | $250K |
| HBK Sorce Advisory LLC | 0.00% | Add +0.0% | 10,847 | $248K |
| Embree Financial Group | 0.02% | Reduce -24.8% | 10,645 | $246K |
| Oregon Pacific Wealth Management, LLC | 0.23% | Reduce -1.2% | 10,609 | $245K |
| Wedbush Securities Inc. | 0.01% | No change | 10,606 | $245K |
| World Investment Advisors | 0.00% | No change | 10,537 | $245K |
| Pinnacle Associates Ltd. | 0.00% | No change | 10,508 | $243K |
| Acorn Wealth Advisors, LLC | 0.06% | Reduce -0.4% | 10,428 | $241K |
| Aspiriant, LLC | 0.01% | Reduce -30.3% | 10,372 | $240K |
| Cornerstone Advisors Asset Management, LLC | 0.03% | New | 10,354 | $239K |
| Truepoint, Inc. | 0.01% | Reduce -4.7% | 10,292 | $238K |
| HBW Advisory Services LLC | 0.02% | New | 10,243 | $237K |
| Trinity Wealth Management, LLC | 0.07% | Add +14.7% | 10,099 | $234K |
| MidAtlantic Capital Management, Inc. | 0.14% | Add +0.6% | 9,962 | $230K |
| Elevation Wealth Management LLC | 0.17% | Reduce -38.2% | 9,832 | $227K |
| PUREfi Wealth, LLC | 0.12% | New | 9,739 | $225K |
| Accelerate Investment Advisors LLC | 0.13% | Reduce -15.3% | 9,715 | $225K |
| Fairview Capital Investment Management, LLC | 0.01% | No change | 9,675 | $224K |
| Vaughan David Investments LLC | 0.00% | No change | 9,451 | $219K |
| Newman Dignan & Sheerar, Inc. | 0.04% | Reduce -3.1% | 9,466 | $219K |
| GatePass Capital, LLC | 0.09% | No change | 9,438 | $218K |
| Investor's Fiduciary Advisor Network, LLC | 0.07% | Reduce -85.3% | 9,464 | $218K |
| SCS Capital Management LLC | 0.00% | Add +1.0% | 9,421 | $218K |
| Whelan Financial | 0.06% | Add +0.4% | 9,357 | $216K |
| Murphy & Mullick Capital Management Corp | 0.13% | Reduce -6.5% | 9,328 | $216K |
| Private Client Services, LLC | 0.06% | Reduce -4.5% | 9,138 | $211K |
| SRH Advisors, LLC | 0.05% | No change | 9,106 | $211K |
| Parkside Financial Bank & Trust | 0.01% | Add +1.0% | 9,027 | $209K |
| Emerald Advisors, LLC | 0.03% | New | 9,002 | $208K |
| Composition Wealth, LLC | 0.00% | Reduce -29.1% | 8,981 | $208K |
| Alesco Advisors, LLC, An ESL Co | 0.00% | Reduce -0.0% | 8,913 | $206K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -13.0% | 8,902 | $206K |
| WLTH Capital Management, LLC | 0.13% | New | 8,852 | $205K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 8,813 | $204K |
| Compound Planning, Inc. | 0.01% | Reduce -0.2% | 8,718 | $202K |
| Caliber Wealth Management, LLC / KS | 0.02% | Reduce -19.2% | 8,700 | $201K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 8,688 | $201K |
| CX Institutional | 0.01% | New | 8,628 | $200K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 8,378 | $194K |
| Acumen Wealth Advisors, LLC | 0.04% | Add +16.3% | 7,923 | $183K |
| Meramec Financial Planners, LLC | 0.06% | Add +2.7% | 7,753 | $177K |
| Evolution Advisers, Inc. | 0.06% | No change | 7,636 | $176K |
| Davis Capital Management | 0.10% | Add +7.4% | 7,445 | $172K |
| Citigroup Inc. | 0.00% | Add +26.4% | 7,278 | $168K |
| Investors Research Corp | 0.03% | No change | 7,094 | $164K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +9.1% | 6,737 | $156K |
| Mather Group, Llc. | 0.00% | Add +285.5% | 6,315 | $146K |
| Spire Wealth Management | 0.00% | Add +2.6% | 5,963 | $138K |
| Valley National Advisers Inc. | 0.01% | Reduce -16.6% | 5,757 | $133K |
| Evensky & Katz LLC | 0.01% | Add +1.0% | 5,739 | $133K |
| Front Row Advisors LLC | 0.03% | Add +0.0% | 5,149 | $117K |
| Prestige Wealth Management Group LLC | 0.02% | Add +14.8% | 5,053 | $117K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.9% | 5,044 | $117K |
| New Republic Capital, LLC | 0.03% | No change | 4,991 | $115K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 4,739 | $110K |
| Fifth Third Bancorp | 0.00% | Add +2.4% | 4,413 | $102K |
| Bullock Wealth Management Group | 0.04% | Add +18.8% | 4,332 | $100K |
| Principia Wealth Advisory, LLC | 0.05% | Reduce -36.8% | 4,174 | $97K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 3,967 | $92K |
| BlackRock, Inc. | 0.00% | Add +4.7% | 3,785 | $88K |
| Granite Investment Partners, LLC | 0.00% | No change | 3,780 | $87K |
| Rothschild Investment LLC | 0.00% | No change | 3,717 | $86K |
| United Financial Planning Group LLC | 0.04% | Add +1.0% | 3,362 | $78K |
| LifeSteps Financial, Inc. | 0.04% | New | 3,311 | $77K |
| Cape Investment Advisory, Inc. | 0.02% | New | 3,141 | $73K |
| Wealth Enhancement Trust Services, Inc. | 0.01% | No change | 3,077 | $71K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 2,998 | $69K |
| Tompkins Financial Corp. | 0.00% | Reduce -72.6% | 2,863 | $66K |
| MCF Advisors LLC | 0.00% | Add +0.1% | 2,836 | $66K |
| FMR LLC | 0.00% | Reduce -14.6% | 2,822 | $65K |
| National Bank of Canada | 0.00% | No change | 2,650 | $61K |
| Salem Investment Counselors Inc. | 0.00% | Add +13.5% | 2,499 | $58K |
| Toth Financial Advisory Corp. | 0.01% | Reduce -31.4% | 2,420 | $56K |
| Assetmark, Inc. | 0.00% | Add +16.2% | 2,386 | $55K |
| Cary Street Partners Financial LLC | 0.00% | No change | 2,360 | $55K |
| Versant Capital Management, Inc | 0.00% | Reduce -87.6% | 2,234 | $52K |
| SouthState Bank Corp | 0.00% | No change | 2,212 | $51K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,140 | $49K |
| Ameriflex Group, Inc. | 0.02% | No change | 2,068 | $48K |
| Townsend Asset Management Corp. /NC/ | 0.02% | Add +0.9% | 2,058 | $48K |
| Continuum Advisory, LLC | 0.00% | New | 1,922 | $44K |
| NewEdge Advisors, LLC | 0.00% | Add +13.1% | 1,916 | $44K |
| Signaturefd, LLC | 0.00% | No change | 1,788 | $41K |
| Rockefeller Capital Management L.P. | 0.00% | Add +441.7% | 1,625 | $38K |
| Financial Management Professionals, Inc. | 0.00% | No change | 1,564 | $36K |
| Bernard Wealth Management Corp. | 0.01% | No change | 1,547 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | Add +0.6% | 1,540 | $36K |
| Legacy Bridge, LLC | 0.01% | No change | 1,530 | $35K |
| Robinswood Financial LLC | 0.01% | No change | 1,381 | $32K |
| LGT Financial Advisors LLC | 0.15% | No change | 1,207 | $28K |
| Thompson Investment Management, Inc. | 0.00% | No change | 1,198 | $28K |
| Tucker Asset Management LLC | 0.01% | No change | 1,196 | $28K |
| Allworth Financial LP | 0.00% | Reduce -12.5% | 1,064 | $25K |
| Three Bearings Fiduciary Advisors, Inc. | 0.02% | No change | 1,050 | $24K |
| Godfrey Financial Associates, Inc. | 0.02% | No change | 1,050 | $24K |
| Gilpin Wealth Management, LLC | 0.02% | Reduce -16.8% | 990 | $23K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 930 | $22K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +1.0% | 902 | $21K |
| Wagner Wealth Management, LLC | 0.00% | Add +0.1% | 784 | $18K |
| Bank of Montreal | 0.00% | No change | 741 | $17K |
| Heritage Wealth Advisors | 0.00% | Add +0.1% | 735 | $17K |
| Cornerstone Planning Group LLC | 0.00% | Add +182.7% | 735 | $17K |
| Cordant, Inc. | 0.01% | No change | 725 | $17K |
| Peachtree Investment Partners, LLC | 0.00% | No change | 650 | $15K |
| UMB Bank, n.a. | 0.00% | No change | 650 | $15K |
| Montag A & Associates Inc. | 0.00% | Add +1.0% | 594 | $14K |
| American Capital Advisory, LLC | 0.00% | No change | 552 | $13K |
| Colonial Trust Advisors | 0.00% | Reduce -89.8% | 532 | $12K |
| Caitlin John, LLC | 0.01% | New | 467 | $11K |
| Atmos Advisory, LLC | 0.01% | No change | 437 | $10K |
| EPG Wealth Management LLC | 0.00% | New | 400 | $9K |
| Barrett & Company, Inc. | 0.00% | Add +173.9% | 378 | $9K |
| Sachetta, LLC | 0.00% | Reduce -80.0% | 364 | $8K |
| Trust Co | 0.00% | No change | 347 | $8K |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 345 | $8K |
| Main Street Group, LTD | 0.00% | No change | 296 | $7K |
| Cheviot Value Management, LLC | 0.00% | Add +1.0% | 292 | $7K |
| Cordgrass Capital Advisors, LLC | 0.00% | Reduce -61.3% | 291 | $7K |
| International Assets Investment Management, LLC | 0.00% | Reduce -95.0% | 288 | $7K |
| Archer Investment Corp | 0.00% | Add +1.1% | 281 | $7K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -54.2% | 242 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 219 | $5K |
| Buck Wealth Strategies, LLC | 0.00% | New | 211 | $5K |
| New England Asset Management Inc. | 0.00% | New | 200 | $5K |
| TD Waterhouse Canada Inc. | 0.00% | New | 200 | $5K |
| Markowski Investments | 0.00% | — | 170 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | No change | 159 | $4K |
| Lodestone Wealth Management LLC | 0.00% | Add +507.7% | 158 | $4K |
| Westside Investment Management, Inc. | 0.00% | Reduce -79.1% | 134 | $3K |
| Birchbrook, Inc. | 0.00% | Add +0.8% | 132 | $3K |
| Wilkerson Advisory Group LLC | 0.00% | No change | 123 | $3K |
| Bellevue Asset Management, LLC | 0.00% | No change | 106 | $2K |
| Horrell Capital Management, Inc. | 0.00% | No change | 100 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 94 | $2K |
| Tradewinds Capital Management, LLC | 0.00% | Add +1.3% | 78 | $2K |
| Weaver Capital Management LLC | 0.00% | No change | 76 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +1.4% | 71 | $2K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 66 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 60 | $1K |
| McGuire Capital Advisors Inc. | 0.00% | New | 59 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | No change | 56 | $1K |
| Atwood & Palmer Inc. | 0.00% | New | 43 | $995 |
| Integrity Financial Corp | 0.00% | No change | 20 | $463 |
| Vanguard Advisers Inc. | 0.00% | No change | 10 | $232 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 7 | $162 |
| Russell Investments Group, Ltd. | 0.00% | No change | 5 | $116 |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 4 | $93 |
| Kings Path Partners LLC | 0.00% | Reduce -25.0% | 3 | $69 |
"% 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.