iShares 0-3 Month Treasury BSGOVETF
13F holders, Q1 2024 (March 31)590holders
3famous investors
$100.28avg. 13F price*
At the end of Q1 2024, 590 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings. The largest holders were Morgan Stanley ($392.7M), Bank of America Corp. ($391.6M) and LPL Financial LLC ($242.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 0-3 Month Treasury B
- CUSIP
- 46436E718
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $378.3M |
| Exits | 70 | $158.1M |
Ownership 590 holders
| Morgan Stanley | 0.03% | Reduce -9.4% | 3,899,524 | $392.7M |
| Bank of America Corp. | 0.04% | Reduce -16.0% | 3,887,917 | $391.6M |
| LPL Financial LLC | 0.13% | Reduce -4.9% | 2,411,835 | $242.9M |
| Royal Bank of Canada | 0.04% | Add +139.7% | 1,787,205 | $180.0M |
| Equity Investment Corp. | 4.14% | Add +27.5% | 1,644,296 | $165.6M |
| NorthRock Partners, LLC | 6.15% | Add +4.5% | 1,588,861 | $160.0M |
| Northwestern Mutual Wealth Management Co. | 0.15% | Add +16.9% | 1,452,022 | $146.2M |
| JPMorgan Chase & Co. | 0.01% | Add +54.7% | 1,241,790 | $125.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -5.7% | 1,140,196 | $114.8M |
| UBS Group AG | 0.04% | Reduce -3.5% | 1,130,248 | $113.8M |
| Captrust Financial Advisors | 0.41% | Reduce -6.0% | 1,120,442 | $112.8M |
| Raymond James & Associates | 0.07% | Reduce -0.7% | 1,094,951 | $110.3M |
| Lee Johnson Capital Management, LLC | 49.82% | New | 951,894 | $95.9M |
| Ameriprise Financial Inc. | 0.03% | Reduce -44.1% | 959,487 | $95.0M |
| Elm Partners Management LLC | 7.26% | Add +49.0% | 910,738 | $91.7M |
| Partners Capital Investment Group, LLP | 2.73% | Add +88.4% | 907,373 | $91.4M |
| Confluence Investment Management LLC | 1.23% | Reduce -8.6% | 907,300 | $91.4M |
| Cresset Asset Management, LLC | 0.43% | Reduce -1.0% | 885,954 | $89.2M |
| Renaissance Technologies | 0.12% | No change | 777,700 | $78.3M |
| GM Advisory Group, LLC | 5.41% | Reduce -30.9% | 766,242 | $77.2M |
| Osaic Holdings, Inc. | 0.16% | Reduce -14.0% | 726,399 | $73.2M |
| Balentine LLC | 2.14% | Add +28.2% | 712,168 | $71.7M |
| Lake Street Advisors Group, LLC | 3.32% | Add +93.7% | 704,711 | $71.0M |
| Woodley Farra Manion Portfolio Management Inc. | 3.87% | Reduce -12.6% | 698,604 | $70.4M |
| Cetera Investment Advisers | 0.16% | Add +315.1% | 665,352 | $67.0M |
| Resonant Capital Advisors, LLC | 5.50% | Add +9.1% | 638,851 | $64.3M |
| Simplicity Wealth,LLC | 1.51% | New | 627,572 | $63.2M |
| Wells Fargo & Company | 0.02% | Add +32.6% | 620,711 | $62.5M |
| Bleakley Financial Group, LLC | 1.81% | Add +10.2% | 620,391 | $62.5M |
| AlphaStar Capital Management, LLC | 6.21% | Add +5.7% | 600,421 | $60.5M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Add +13.4% | 572,874 | $57.7M |
| Cerity Partners LLC | 0.15% | Reduce -39.2% | 564,501 | $56.9M |
| Rockefeller Capital Management L.P. | 0.16% | Add +1149.6% | 551,277 | $55.5M |
| Neuberger Berman Group LLC | 0.05% | Reduce -61.8% | 548,780 | $55.3M |
| Peapack Gladstone Financial Corp. | 0.85% | Add +4.4% | 542,094 | $54.6M |
| Stifel Financial Corp. | 0.06% | Add +14.4% | 538,026 | $54.2M |
| Prudential Financial Inc. | 0.07% | Add +42.1% | 516,043 | $52.0M |
| Mader & Shannon Wealth Management, Inc. | 29.07% | Add +17.5% | 514,631 | $51.8M |
| Blue Trust, Inc. | 0.68% | Add +384.9% | 479,349 | $48.3M |
| Custom Portfolio Group LLC | 39.17% | Reduce -12.1% | 514,695 | $47.5M |
| Awm Capital, LLC | 7.89% | Add +2.3% | 470,039 | $47.3M |
| AE Wealth Management LLC | 0.51% | Reduce -64.5% | 448,553 | $45.2M |
| Altura Wealth Advisors Inc. | 52.21% | Reduce -47.0% | 440,930 | $44.4M |
| Focus Partners Wealth | 0.35% | Add +12.0% | 429,714 | $43.3M |
| Sequoia Financial Advisors, LLC | 0.52% | Add +20.1% | 416,017 | $41.9M |
| Millennium Management | 0.04% | Add +27.3% | 414,172 | $41.7M |
| Aveo Capital Partners, LLC | 4.46% | Add +48.6% | 407,987 | $40.9M |
| Wealth Enhancement Advisory Services, LLC | 0.10% | Reduce -2.2% | 387,912 | $39.1M |
| Sound Financial Strategies Group, LLC | 32.06% | Reduce -2.5% | 382,831 | $38.6M |
| Vigilare Wealth Management | 18.85% | Add +18.0% | 379,721 | $38.2M |
| Thrivent Financial for Lutherans | 0.08% | Add +73.0% | 379,322 | $38.2M |
| Synergy Asset Management, LLC | 6.43% | Add +41.0% | 375,636 | $37.8M |
| Axxcess Wealth Management, LLC | 1.07% | Add +34.0% | 374,593 | $37.7M |
| BlackRock Inc. | 0.00% | Add +4.5% | 360,999 | $36.4M |
| Evermay Wealth Management LLC | 5.27% | Add +74.7% | 346,608 | $34.9M |
| Creative Planning | 0.04% | Add +120.1% | 343,767 | $34.6M |
| Citadel Advisors | 0.03% | New | 339,113 | $34.2M |
| Jane Street Group, LLC | 0.04% | Add +643.2% | 334,740 | $33.7M |
| SVB Wealth LLC | 0.75% | Add +14.5% | 332,424 | $33.5M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -40.6% | 331,890 | $33.4M |
| Bank of New York Mellon Corp | 0.01% | Add +25.3% | 327,230 | $33.0M |
| RIA Advisory Group LLC | 13.27% | New | 325,747 | $32.8M |
| Corient Private Wealth LP | 0.06% | Add +10.0% | 324,577 | $32.7M |
| Pecaut & Co. | 11.99% | Add +26.7% | 318,564 | $32.1M |
| HighTower Advisors, LLC | 0.05% | Add +12.9% | 314,186 | $31.6M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -29.3% | 307,349 | $31.0M |
| Traphagen Investment Advisors LLC | 3.29% | Reduce -0.1% | 306,628 | $30.9M |
| Focused Wealth Management, Inc | 4.82% | Add +5.3% | 306,368 | $30.9M |
| Efficient Frontier Advisors LLC | 24.05% | Reduce -3.8% | 301,539 | $30.4M |
| Almanack Investment Partners, LLC. | 5.14% | Reduce -4.2% | 299,951 | $30.2M |
| CX Institutional | 1.43% | Reduce -25.4% | 295,129 | $29.7M |
| United Capital Financial Advisors, LLC | 0.24% | Add +3.8% | 290,770 | $29.3M |
| Buck Wealth Strategies, LLC | 10.00% | Add +214.8% | 289,050 | $29.1M |
| Tortoise Investment Management, LLC | 3.53% | Add +28.1% | 289,001 | $29.1M |
| 325 Capital LLC | 13.21% | No change | 284,137 | $28.6M |
| Lloyd Advisory Services, LLC. | 5.91% | Add +255.3% | 283,884 | $27.7M |
| BML Capital Management, LLC | 18.21% | No change | 270,000 | $27.2M |
| Horizon Wealth Management, LLC | 6.90% | New | 262,631 | $26.4M |
| Mariner, LLC | 0.05% | Add +4.9% | 262,158 | $26.4M |
| M. Kulyk & Associates, LLC | 6.02% | Add +198.6% | 257,783 | $26.0M |
| First Wilshire Securities Management Inc. | 7.44% | Add +563.7% | 252,394 | $25.4M |
| Allworth Financial LP | 0.18% | Reduce -28.5% | 249,277 | $25.1M |
| Cornerstone Enterprises, LLC | 18.10% | Add +25.7% | 245,283 | $24.6M |
| Advisors Capital Management, LLC | 0.44% | Reduce -69.6% | 238,971 | $24.1M |
| Pathstone Holdings, LLC | 0.11% | Add +570.0% | 231,110 | $23.3M |
| Atria Investments, Inc | 0.32% | Reduce -2.5% | 227,322 | $22.9M |
| Baker Avenue Asset Management, LP | 0.88% | Add +4.5% | 226,478 | $22.8M |
| Cwm, LLC | 0.11% | Reduce -8.8% | 220,310 | $22.2M |
| Atria Wealth Solutions, Inc. | 0.25% | Add +16.3% | 219,925 | $22.1M |
| RFG Advisory, LLC | 0.75% | Add +245.8% | 218,596 | $22.0M |
| Kingsview Wealth Management, LLC | 0.51% | Reduce -7.6% | 202,750 | $20.4M |
| Omnia Family Wealth, LLC | 9.33% | Reduce -19.7% | 197,846 | $19.9M |
| Full Sail Capital, LLC | 1.38% | Add +26.1% | 196,263 | $19.8M |
| Opus Capital Group, LLC | 2.89% | Add +585.0% | 196,204 | $19.8M |
| Raffa Wealth Management, LLC | 5.57% | Reduce -0.4% | 185,660 | $18.7M |
| Vickerman Investment Advisors, Inc. | 6.03% | Reduce -4.9% | 185,609 | $18.7M |
| Centaurus Financial, Inc. | 1.28% | Add +1.9% | 181,059 | $18.2M |
| Kestra Advisory Services, LLC | 0.12% | Add +2.4% | 180,642 | $18.2M |
| Worth Asset Management, LLC | 11.19% | Add +23.7% | 180,551 | $18.2M |
| Waverly Advisors, LLC | 0.43% | Add +19.7% | 180,323 | $18.2M |
| Smithfield Trust Co | 0.95% | Reduce -27.4% | 177,556 | $17.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.04% | Add +0.6% | 173,272 | $17.5M |
| Brookstone Capital Management | 0.31% | Add +32.8% | 172,215 | $17.3M |
| Concurrent Investment Advisors, LLC | 0.70% | Add +648.5% | 171,190 | $17.2M |
| Laurel Wealth Advisors LLC | 2.92% | Add +12.4% | 169,038 | $17.0M |
| Advisors Preferred, LLC | 2.84% | Add +34.4% | 168,360 | $16.9M |
| Strait & Sound Wealth Management LLC | 9.41% | Add +0.6% | 167,594 | $16.8M |
| Selective Wealth Management, Inc. | 7.25% | Add +20.1% | 166,139 | $16.7M |
| Spinnaker Trust | 1.08% | Add +1.8% | 165,488 | $16.7M |
| Oppenheimer Asset Management Inc. | 0.24% | Reduce -3.6% | 164,655 | $16.6M |
| VestGen Investment Management | 5.03% | Reduce -4.5% | 164,197 | $16.5M |
| Wedbush Securities Inc. | 0.61% | Reduce -59.7% | 163,544 | $16.5M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +6.9% | 163,535 | $16.5M |
| Nottingham Advisors, Inc. | 2.01% | Add +23.9% | 163,361 | $16.5M |
| VitalStone Financial, LLC | 12.50% | Reduce -23.0% | 162,436 | $16.4M |
| Cercano Management LLC | 0.45% | No change | 161,176 | $16.2M |
| Stephens Inc. | 0.25% | Add +73.5% | 160,917 | $16.2M |
| IFS Advisors, LLC | 13.78% | New | 156,734 | $15.8M |
| Global Retirement Partners, LLC | 0.59% | Reduce -1.0% | 156,394 | $15.8M |
| Crescent Grove Advisors, LLC | 1.61% | Add +43.8% | 153,474 | $15.5M |
| NorthCoast Asset Management LLC | 0.19% | New | 151,203 | $15.2M |
| Wellspring Financial Advisors, LLC | 2.39% | Reduce -44.3% | 150,258 | $15.1M |
| Avantax Advisory Services, Inc. | 0.13% | Add +21.0% | 148,561 | $15.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -6.9% | 144,676 | $14.6M |
| Kathleen S. Wright Associates Inc. | 6.79% | Reduce -11.4% | 143,038 | $14.4M |
| CWA Asset Management Group, LLC | 0.87% | Reduce -24.6% | 141,659 | $14.3M |
| Titan Managers, LLC | 20.07% | Reduce -1.6% | 140,644 | $14.2M |
| Orion Capital Management LLC | 7.47% | Add +91.1% | 139,160 | $14.0M |
| Sterling Investment Advisors LLC | 8.12% | Add +8.1% | 137,558 | $13.9M |
| One Day In July LLC | 1.81% | Add +150.8% | 135,045 | $13.6M |
| Woodmont Investment Counsel LLC | 1.13% | Add +23.4% | 133,127 | $13.4M |
| Eagle Ridge Investment Management | 1.22% | Add +0.9% | 131,641 | $13.3M |
| Sollinda Capital Management LLC | 4.06% | Add +817.4% | 128,899 | $13.0M |
| Dominguez Wealth Management Solutions, Inc. | 10.16% | Reduce -0.7% | 128,153 | $12.9M |
| Clearstead Advisors, LLC | 0.62% | Reduce -28.5% | 125,379 | $12.6M |
| Highland Financial Advisors, LLC | 4.96% | Add +87.0% | 123,108 | $12.4M |
| Prudent Investors Network, Inc. | 4.65% | — | 122,520 | $12.3M |
| MML Investors Services, LLC | 0.05% | Reduce -7.6% | 120,255 | $12.1M |
| Kohmann Bosshard Financial Services, LLC | 1.67% | Add +147.9% | 118,958 | $12.0M |
| Truist Financial Corp. | 0.02% | Reduce -34.9% | 117,848 | $11.9M |
| Cypress Capital, LLC | 3.18% | Reduce -1.2% | 115,500 | $11.6M |
| Perigon Wealth Management, LLC | 0.34% | Reduce -6.8% | 112,464 | $11.3M |
| Stableford Capital II LLC | 4.54% | Reduce -1.9% | 112,407 | $11.3M |
| Heck Capital Advisors, LLC | 1.71% | Add +2.9% | 111,099 | $11.2M |
| Altiora Financial Group, LLC | 3.04% | Add +87.8% | 111,068 | $11.2M |
| Clayton Partners LLC | 9.29% | Add +0.2% | 108,566 | $10.9M |
| Connectus Wealth, LLC | 0.29% | Reduce -60.8% | 107,610 | $10.8M |
| Private Advisor Group, LLC | 0.08% | Reduce -1.5% | 107,405 | $10.8M |
| Emprise Bank | 7.24% | — | 106,753 | $10.8M |
| St Germain D J Co. Inc. | 0.52% | Reduce -9.1% | 105,713 | $10.6M |
| Fortis Group Advisors, LLC | 1.86% | Reduce -36.2% | 100,089 | $10.1M |
| Cynosure Group, LLC | 1.80% | Add +43.7% | 99,494 | $10.0M |
| Mgo One Seven LLC | 0.50% | Add +24.4% | 96,405 | $9.7M |
| Trajan Wealth LLC | 0.66% | — | 96,379 | $9.7M |
| US Bancorp \de | 0.01% | Add +3.0% | 93,890 | $9.5M |
| Armstrong Advisory Group, Inc. | 0.90% | No change | 92,491 | $9.3M |
| Greenwich Wealth Management LLC | 0.73% | Add +0.8% | 90,905 | $9.2M |
| Curi Capital, LLC | 0.21% | New | 89,223 | $9.0M |
| One Degree Advisors Inc | 4.44% | Reduce -0.1% | 88,518 | $8.9M |
| Sowell Financial Services LLC | 0.42% | Reduce -33.3% | 87,558 | $8.8M |
| Baker Ellis Asset Management LLC | 1.29% | Reduce -2.3% | 86,200 | $8.7M |
| Ackerman Capital Advisors, LLC | 2.37% | Add +49.7% | 85,247 | $8.6M |
| Clear Creek Financial Management, LLC | 1.07% | Reduce -73.9% | 83,022 | $8.4M |
| LWM Advisory Services, LLC | 6.64% | Add +1444.8% | 322,902 | $8.3M |
| Deane Retirement Strategies, Inc. | 4.12% | New | 80,473 | $8.1M |
| Trek Financial, LLC | 0.64% | Reduce -89.8% | 80,235 | $8.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -2.2% | 77,993 | $7.9M |
| Vivid Wealth Management, LLC | 4.85% | Add +1.7% | 77,045 | $7.8M |
| Castle Rock Wealth Management, LLC | 2.10% | Reduce -34.0% | 76,581 | $7.7M |
| Signet Financial Management, LLC | 1.03% | Add +5.7% | 74,218 | $7.5M |
| Foundations Investment Advisors, LLC | 0.20% | Reduce -70.8% | 73,968 | $7.4M |
| International Assets Investment Management, LLC | 0.78% | Add +95.3% | 74,164 | $7.4M |
| Stratos Wealth Partners, LTD. | 0.12% | Add +7.5% | 73,778 | $7.4M |
| Titleist Asset Management, LLC | 1.28% | Add +189.9% | 72,569 | $7.3M |
| Stratos Wealth Advisors, LLC | 0.43% | Add +21.4% | 71,743 | $7.2M |
| MBM Wealth Consultants, LLC | 2.53% | Add +3.2% | 71,292 | $7.2M |
| Parkside Financial Bank & Trust | 1.16% | Add +43.5% | 71,246 | $7.2M |
| FPC Investment Advisory, Inc. | 7.05% | — | 71,050 | $7.1M |
| Valmark Advisers, Inc. | 0.12% | Reduce -18.6% | 70,273 | $7.1M |
| Archer Investment Corp | 2.11% | Add +0.9% | 69,406 | $7.0M |
| Hilltop Holdings Inc. | 0.76% | Add +119.1% | 68,337 | $6.9M |
| Willow Creek Wealth Management Inc. | 0.79% | Add +28.2% | 66,681 | $6.7M |
| Leavell Investment Management, Inc. | 0.38% | Add +31.8% | 66,169 | $6.7M |
| Pinnacle Wealth Management Group, Inc. | 4.95% | New | 66,123 | $6.7M |
| Slow Capital, Inc. | 1.06% | New | 65,693 | $6.6M |
| Orion Porfolio Solutions, LLC | 0.07% | Reduce -25.8% | 64,299 | $6.5M |
| Orion Portfolio Solutions, LLC | 0.07% | Reduce -25.8% | 64,299 | $6.5M |
| Horizon Investments, LLC | 0.17% | Add +16.9% | 64,693 | $6.5M |
| NewEdge Advisors, LLC | 0.06% | Reduce -34.8% | 63,662 | $6.4M |
| Ssi Investment Management LLC | 2.50% | New | 62,610 | $6.3M |
| Mid-American Wealth Advisory Group, Inc. | 4.21% | Reduce -59.9% | 62,028 | $6.2M |
| Relative Value Partners Group, LLC | 0.39% | Reduce -2.0% | 61,883 | $6.2M |
| Accurate Wealth Management, LLC | 1.81% | New | 61,748 | $6.2M |
| Astor Investment Management LLC | 2.46% | Reduce -72.9% | 61,450 | $6.2M |
| Waterfront Wealth Inc. | 1.70% | Reduce -12.2% | 60,419 | $6.1M |
| Destination Wealth Management | 0.20% | Add +3.2% | 60,351 | $6.1M |
| Brown Advisory Inc. | 0.01% | Add +38.4% | 59,477 | $6.0M |
| Scotia Capital Inc. | 0.04% | Add +222.1% | 59,351 | $6.0M |
| Founders Financial Securities LLC | 0.62% | Add +15.4% | 58,591 | $5.9M |
| Values First Advisors, Inc. | 3.45% | Add +1.5% | 58,421 | $5.9M |
| Ashton Thomas Private Wealth, LLC | 0.34% | Add +3.9% | 58,197 | $5.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.1% | 57,692 | $5.8M |
| Americana Partners, LLC | 0.48% | Add +26.3% | 57,484 | $5.8M |
| Strategic Financial Concepts, LLC | 1.38% | Add +714.6% | 56,795 | $5.7M |
| Hubbell Strickland Wealth Management, LLC | 2.82% | Add +1.0% | 55,243 | $5.6M |
| Integrated Wealth Concepts LLC | 0.08% | Add +12.7% | 53,373 | $5.4M |
| Hoylecohen, LLC | 0.40% | Add +125.8% | 52,666 | $5.3M |
| Bangor Savings Bank | 0.53% | Add +48.0% | 51,351 | $5.2M |
| Merriman Wealth Management, LLC | 0.23% | Add +85.2% | 50,314 | $5.1M |
| Professional Financial Advisors, LLC | 1.43% | Add +16.2% | 49,659 | $5.0M |
| Heritage Wealth Management, Inc./Texas | 3.24% | Add +8.0% | 49,549 | $5.0M |
| Studio Investment Management LLC | 1.17% | Add +28.1% | 48,981 | $4.9M |
| Ethos Financial Group, LLC | 0.94% | Reduce -28.4% | 48,633 | $4.9M |
| Cibc World Market Inc. | 0.01% | Reduce -2.0% | 48,592 | $4.9M |
| Arjuna Capital | 1.38% | Reduce -59.5% | 48,400 | $4.9M |
| Watchman Group, Inc. | 1.44% | Reduce -8.4% | 47,272 | $4.8M |
| GTS Securities LLC | 0.13% | Add +67.7% | 46,809 | $4.7M |
| Marion Wealth Management | 1.39% | Add +24.2% | 46,275 | $4.7M |
| Kraft, Davis & Associates, LLC | 1.38% | Add +1998.9% | 45,757 | $4.6M |
| Anson Capital, Inc. | 6.53% | Add +20.9% | 45,118 | $4.5M |
| Klein Pavlis & Peasley Financial, Inc. | 4.07% | Reduce -4.2% | 44,726 | $4.5M |
| Stonebrook Private Inc. | 1.29% | Add +15.1% | 44,064 | $4.4M |
| Sage Rhino Capital LLC | 1.03% | Reduce -8.5% | 43,320 | $4.4M |
| Cowa, LLC | 2.57% | Add +5.0% | 43,297 | $4.4M |
| GeoWealth Management, LLC | 0.17% | Add +24.9% | 42,421 | $4.3M |
| Koa Wealth Management, LLC | 3.81% | Reduce -7.0% | 41,963 | $4.2M |
| Congress Asset Management Co. | 0.03% | Reduce -4.2% | 41,230 | $4.2M |
| CW Advisors, LLC | 0.07% | Reduce -4.2% | 41,203 | $4.1M |
| Five Oceans Advisors | 2.11% | Add +5.2% | 40,826 | $4.1M |
| Advisory Services Network, LLC | 0.09% | Reduce -27.7% | 40,321 | $4.1M |
| Vontobel Holding Ltd. | 0.03% | Add +14.1% | 40,171 | $4.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.25% | Add +44.4% | 39,171 | $3.9M |
| Texas Yale Capital Corp. | 0.17% | No change | 38,900 | $3.9M |
| Wisconsin Capital Management LLC | 2.03% | Reduce -23.3% | 38,363 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -56.0% | 37,358 | $3.8M |
| Eldridge Investment Advisors, Inc. | 0.96% | Reduce -21.1% | 37,298 | $3.8M |
| Brasada Capital Management, LP | 0.67% | Reduce -38.4% | 36,807 | $3.7M |
| Wealthfront Advisers LLC | 0.01% | Add +47.8% | 35,951 | $3.6M |
| Geneos Wealth Management Inc. | 0.16% | Add +20.4% | 35,745 | $3.6M |
| Flow Traders U.S. LLC | 0.19% | New | 35,730 | $3.6M |
| New Millennium Group LLC | 2.69% | Add +126.9% | 35,403 | $3.6M |
| Flagship Harbor Advisors, LLC | 0.23% | Add +169.6% | 35,098 | $3.5M |
| J.W. Cole Advisors, Inc. | 0.18% | Add +25.2% | 35,027 | $3.5M |
| Prosperity Wealth Management, Inc. | 1.65% | Reduce -3.3% | 34,561 | $3.5M |
| Hunter Associates Investment Management LLC | 0.57% | New | 33,794 | $3.4M |
| Retireful, LLC | 1.42% | Reduce -9.6% | 33,828 | $3.4M |
| Alesco Advisors, LLC, An ESL Co | 0.11% | Add +6.8% | 33,635 | $3.4M |
| Carnegie Investment Counsel | 0.10% | Reduce -30.1% | 33,465 | $3.4M |
| CIBC Private Wealth Group LLC | 0.01% | Add +283.9% | 33,575 | $3.4M |
| Warren Street Wealth Advisors, LLC | 1.67% | Add +71.5% | 33,388 | $3.4M |
| Steward Partners Investment Solutions, LLC | 0.57% | New | 33,349 | $3.4M |
| Comerica Bank | 0.01% | Reduce -9.7% | 32,989 | $3.3M |
| Composition Wealth, LLC | 0.08% | New | 32,606 | $3.3M |
| Principal Financial Group Inc. | 0.00% | No change | 32,516 | $3.3M |
| Simon Quick Advisors, LLC | 0.24% | Reduce -1.8% | 32,285 | $3.3M |
| Betterment LLC | 0.01% | Reduce -0.3% | 31,786 | $3.2M |
| Sigma Planning Corp | 0.10% | Add +105.3% | 31,774 | $3.2M |
| Core Wealth Partners LLC | 2.32% | Reduce -10.0% | 30,465 | $3.1M |
| Rothschild Investment LLC | 0.21% | Add +7361.3% | 28,502 | $2.9M |
| Arete Wealth Advisors, LLC | 0.26% | Add +188.1% | 28,448 | $2.9M |
| Lido Advisors, LLC | 0.03% | Add +32.9% | 28,342 | $2.9M |
| Stansberry Asset Management, LLC | 0.41% | Add +16.8% | 28,337 | $2.9M |
| RDA Financial Network | 0.97% | Reduce -0.5% | 28,217 | $2.8M |
| First Hawaiian Bank | 0.09% | New | 27,680 | $2.8M |
| Strategic Advisors LLC | 0.55% | Reduce -4.7% | 27,547 | $2.8M |
| Two Sigma Securities, LLC | 0.13% | Add +124.8% | 27,326 | $2.8M |
| Lincoln National Corp. | 0.04% | Add +159.4% | 26,750 | $2.7M |
| Glen Eagle Advisors, LLC | 0.51% | Reduce -4.5% | 26,501 | $2.7M |
| McAdam, LLC | 0.17% | Add +352.4% | 26,413 | $2.7M |
| Headinvest, LLC | 0.50% | Add +122.5% | 25,684 | $2.6M |
| Legacy Edge Advisors, LLC | 0.54% | Reduce -8.7% | 25,621 | $2.6M |
| Smith, Moore & Co. | 0.27% | Reduce -82.8% | 25,573 | $2.6M |
| Independent Advisor Alliance | 0.09% | Reduce -58.7% | 25,569 | $2.6M |
| Robertson Stephens Wealth Management, LLC | 0.14% | Reduce -62.5% | 25,309 | $2.5M |
| Punch Card Management L.P. | 0.63% | No change | 25,100 | $2.5M |
| Talisman Wealth Advisors LLC | 3.17% | Add +99.9% | 25,064 | $2.5M |
| Norris Financial Group, LLC | 1.38% | Add +144.6% | 25,049 | $2.5M |
| Prelude Capital Management, LLC | 0.17% | No change | 25,000 | $2.5M |
| RFP Financial Group LLC | 0.98% | Add +399.8% | 24,992 | $2.5M |
| Bank of Montreal | 0.00% | Add +2421.9% | 24,790 | $2.5M |
| Belpointe Asset Management LLC | 0.19% | Reduce -5.9% | 24,740 | $2.5M |
| Central Pacific Bank - Trust Division | 0.32% | — | 24,760 | $2.5M |
| CPR Investments Inc. | 1.89% | Add +54.7% | 24,651 | $2.5M |
| CENTRAL TRUST Co | 0.06% | Add +52.1% | 24,557 | $2.5M |
| Salomon & Ludwin, LLC | 0.21% | Reduce -4.9% | 24,318 | $2.4M |
| Portland Global Advisors LLC | 0.33% | Add +864.6% | 24,115 | $2.4M |
| Financial Advisory Partners, LLC | 0.92% | Reduce -0.9% | 23,739 | $2.4M |
| Equitable Holdings, Inc. | 0.03% | Reduce -13.1% | 23,653 | $2.4M |
| Root Financial Partners, LLC | 0.67% | Add +31.2% | 22,348 | $2.3M |
| HHM Wealth Advisors, LLC | 0.37% | Add +23.4% | 22,082 | $2.2M |
| True Link Financial Advisors, LLC | 0.21% | Add +4.5% | 21,842 | $2.2M |
| IFG Advisors, LLC | 0.56% | Reduce -10.7% | 21,364 | $2.2M |
| Haverford Trust Co | 0.02% | No change | 21,110 | $2.1M |
| New Harbor Financial Group, LLC | 0.79% | Add +2.7% | 21,089 | $2.1M |
| Principal Securities, Inc. | 0.07% | Add +38.9% | 20,718 | $2.1M |
| Jaffetilchin Investment Partners, LLC | 0.18% | Add +3.8% | 19,937 | $2.0M |
| YHB Investment Advisors, Inc. | 0.18% | New | 19,914 | $2.0M |
| Highline Wealth Partners LLC | 0.82% | Reduce -38.9% | 19,902 | $2.0M |
| Rebalance, LLC | 0.16% | Reduce -47.0% | 19,883 | $2.0M |
| Beaumont Financial Advisors, LLC | 0.16% | Reduce -6.8% | 19,473 | $2.0M |
| Beacon Financial Group | 0.22% | Add +8.4% | 19,438 | $2.0M |
| Raymond James Trust N.A. | 0.05% | Reduce -12.7% | 19,119 | $1.9M |
| Transatlantique Private Wealth LLC | 0.84% | Reduce -14.3% | 19,036 | $1.9M |
| Guidance Capital, Inc. | 0.68% | Add +14.5% | 18,278 | $1.8M |
| RMR Capital Management, LLC | 1.81% | New | 18,020 | $1.8M |
| Guggenheim Capital LLC | 0.01% | Add +107.5% | 17,630 | $1.8M |
| Lincoln Capital Corp. | 0.76% | Add +8.5% | 17,257 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | New | 17,200 | $1.7M |
| JARISLOWSKY, FRASER Ltd | 0.01% | New | 17,103 | $1.7M |
| Campbell Wealth Management | 0.16% | New | 16,317 | $1.6M |
| Oliver Lagore Vanvalin Investment Group | 0.49% | Reduce -83.1% | 16,210 | $1.6M |
| Successful Portfolios LLC | 1.11% | Add +66.8% | 16,094 | $1.6M |
| Montgomery Investment Management Inc. | 0.62% | Reduce -9.0% | 16,040 | $1.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.05% | New | 15,871 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +21.1% | 15,797 | $1.6M |
| Capital Investment Advisory Services, LLC | 0.17% | Reduce -11.3% | 15,608 | $1.6M |
| Impact Partnership Wealth, LLC | 0.60% | Reduce -52.6% | 14,995 | $1.5M |
| Farther Finance Advisors, LLC | 0.09% | Add +20.4% | 14,976 | $1.5M |
| Cary Street Partners Investment Advisory LLC | 0.06% | Add +101.2% | 14,874 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.53% | Reduce -1.0% | 14,850 | $1.5M |
| Nicholas Hoffman & Company, LLC. | 0.08% | Add +22.6% | 14,716 | $1.5M |
| Silver Lake Advisory, LLC | 0.35% | New | 14,466 | $1.5M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -65.4% | 14,036 | $1.4M |
| Retirement Planning Group, LLC | 0.11% | No change | 13,976 | $1.4M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -2.1% | 13,684 | $1.4M |
| Waterloo Capital, L.P. | 0.17% | Add +13.8% | 13,489 | $1.4M |
| Alpha Financial Partners LLC | 1.22% | Add +4.2% | 13,365 | $1.3M |
| Flagship Private Wealth, LLC | 0.86% | New | 13,201 | $1.3M |
| Waycross Investment Management Co | 1.22% | Reduce -4.3% | 13,045 | $1.3M |
| Steele Capital Management, Inc. | 0.08% | Add +4.5% | 13,030 | $1.3M |
| Realta Investment Advisors | 0.27% | Reduce -4.3% | 12,825 | $1.3M |
| Global Assets Advisory, LLC | 0.78% | Add +2.9% | 12,873 | $1.3M |
| Moneco Advisors, LLC | 0.20% | New | 12,782 | $1.3M |
| Capital Advisors, Ltd. LLC | 0.17% | Add +1.5% | 12,647 | $1.3M |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -62.9% | 12,554 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.39% | Reduce -41.1% | 12,383 | $1.2M |
| Ridgepath Capital Management LLC | 1.34% | New | 11,833 | $1.2M |
| Andina Capital Management, LLC | 0.93% | Add +0.9% | 11,809 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.04% | Reduce -12.4% | 11,808 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -1.8% | 11,581 | $1.2M |
| Legacy Capital Group California, Inc. | 0.43% | Reduce -72.9% | 11,534 | $1.2M |
| Relyea Zuckerberg Hanson LLC | 0.20% | Add +3.6% | 11,486 | $1.2M |
| Townsquare Capital LLC | 0.02% | Add +100.2% | 11,485 | $1.2M |
| Meitav Investment House Ltd. | 0.02% | Add +30.1% | 11,427 | $1.2M |
| Advisory Alpha, LLC | 0.05% | Reduce -4.0% | 11,386 | $1.1M |
| Vishria Bird Financial Group, LLC | 0.49% | Add +1.5% | 11,295 | $1.1M |
| Greenspring Advisors, LLC | 0.28% | Add +96.1% | 11,126 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | Reduce -37.0% | 11,088 | $1.1M |
| Certuity, LLC | 0.10% | Add +0.4% | 10,841 | $1.1M |
| Buckingham Strategic Wealth, LLC | 0.01% | Add +267.5% | 10,403 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -44.1% | 10,295 | $1.0M |
| IHT Wealth Management, LLC | 0.04% | Add +101.5% | 10,275 | $1.0M |
| Choate Investment Advisors | 0.03% | Reduce -50.1% | 10,125 | $1.0M |
| WealthPLAN Partners, LLC | 0.10% | New | 9,798 | $987K |
| Faithward Advisors, LLC | 0.18% | Add +19.2% | 9,789 | $986K |
| Kingswood Wealth Advisors, LLC | 0.11% | Add +5.5% | 9,700 | $977K |
| Assetmark, Inc. | 0.00% | Reduce -79.0% | 9,597 | $967K |
| World Investment Advisors | 0.14% | Add +108.7% | 9,566 | $963K |
| Transamerica Financial Advisors, LLC | 0.10% | New | 9,546 | $962K |
| Klaas Financial Asset Advisors, LLC | 0.19% | Reduce -6.1% | 9,514 | $958K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -55.9% | 9,502 | $956K |
| Cosner Financial Group, LLC | 0.68% | Add +0.2% | 9,358 | $942K |
| Spartan Fund Management Inc. | 1.92% | New | 9,300 | $937K |
| Strategic Wealth Partners, Ltd. | 0.10% | Reduce -21.1% | 9,283 | $935K |
| Park Avenue Securities LLC | 0.01% | Add +66.9% | 9,195 | $926K |
| Financial Strategies Group, Inc. | 0.25% | Add +47.1% | 9,143 | $918K |
| Lantz Financial LLC | 0.29% | Add +123.7% | 9,047 | $911K |
| CoreCap Advisors, LLC | 0.05% | New | 8,967 | $903K |
| Oak Harvest Investment Services | 0.15% | Add +20.4% | 8,966 | $903K |
| Columbia Advisory Partners LLC | 0.90% | New | 8,788 | $885K |
| 1858 Wealth Management, LLC | 0.84% | No change | 8,802 | $883K |
| Cedar Brook Financial Partners, LLC | 0.17% | Add +39.0% | 8,738 | $880K |
| Trilogy Capital Inc. | 0.05% | Add +170.2% | 8,709 | $877K |
| McKinley Capital Management LLC | 0.11% | Add +0.3% | 8,689 | $875K |
| Donaldson Capital Management, LLC | 0.04% | Reduce -12.8% | 8,634 | $870K |
| Private Management Group Inc. | 0.03% | Add +8.2% | 8,628 | $869K |
| Lanark Financial, Inc. | 0.08% | Reduce -1.0% | 8,576 | $863K |
| Regal Investment Advisors LLC | 0.06% | Add +281.2% | 8,527 | $859K |
| Cedrus LLC | 0.46% | New | 8,380 | $844K |
| EverSource Wealth Advisors, LLC | 0.06% | Add +8.7% | 8,001 | $806K |
| PFG Investments, LLC | 0.05% | New | 7,934 | $799K |
| Venturi Wealth Management, LLC | 0.05% | Add +7.4% | 7,930 | $799K |
| Emerald Advisors, LLC | 0.14% | Reduce -4.8% | 7,893 | $795K |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -39.7% | 7,823 | $788K |
| Concentric Wealth Management, LLC | 0.20% | Reduce -1.8% | 7,630 | $768K |
| TD Waterhouse Canada Inc. | 0.01% | Add +283.4% | 7,618 | $766K |
| Main Street Financial Solutions, LLC | 0.08% | New | 7,558 | $761K |
| Sonoma Private Wealth LLC | 1.21% | Reduce -76.7% | 7,489 | $754K |
| D.A. Davidson & Co. | 0.01% | New | 7,414 | $747K |
| Wbi Investments, LLC | 0.15% | Reduce -83.9% | 7,391 | $744K |
| Mercer Global Advisors Inc. | 0.00% | Add +123.3% | 7,154 | $729K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -40.7% | 7,134 | $718K |
| Windham Capital Management, LLC | 0.55% | New | 6,973 | $702K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | New | 6,905 | $695K |
| ICA Group Wealth Management, LLC | 0.14% | Reduce -10.8% | 6,769 | $682K |
| Encompass More Asset Management | 0.56% | Add +15.5% | 6,764 | $681K |
| StoneX Group Inc. | 0.06% | New | 6,641 | $669K |
| Avidian Wealth Enterprises, LLC | 0.04% | No change | 6,576 | $662K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -2.4% | 6,563 | $661K |
| Chilton Capital Management LLC | 0.03% | Reduce -40.9% | 6,525 | $657K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -44.1% | 6,441 | $649K |
| Bison Wealth, LLC | 0.10% | Reduce -8.9% | 6,370 | $642K |
| Shepherd Kaplan Krochuk, LLC | 0.51% | Add +26.7% | 6,360 | $641K |
| USAdvisors Wealth Management, LLC | 0.24% | New | 6,341 | $638K |
| Owen LaRue, LLC | 0.40% | New | 6,330 | $637K |
| Integrated Advisors Network LLC | 0.03% | Add +123.0% | 6,322 | $637K |
| Abacus Wealth Partners, LLC | 0.10% | New | 6,204 | $625K |
| Creekmur Asset Management LLC | 0.21% | Reduce -68.9% | 6,196 | $624K |
| Bright Futures Wealth Management, LLC. | 0.33% | — | 6,113 | $615K |
| DAVENPORT & Co LLC | 0.00% | Reduce -23.2% | 6,022 | $606K |
| Wooster Corthell Wealth Management, Inc. | 0.14% | Reduce -2.5% | 5,922 | $596K |
| Savant Capital, LLC | 0.01% | New | 5,918 | $596K |
| POM Investment Strategies, LLC | 0.49% | Reduce -34.1% | 5,904 | $595K |
| Argent Trust Co | 0.03% | New | 5,898 | $594K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -33.9% | 5,897 | $594K |
| Kingfisher Capital LLC | 0.14% | Add +176.4% | 5,804 | $585K |
| Verus Capital Partners, LLC | 0.06% | Add +6.7% | 5,772 | $581K |
| Abich Financial Wealth Management LLC | 0.44% | Add +55.8% | 5,707 | $575K |
| Ade, LLC | 0.38% | Reduce -67.2% | 5,700 | $574K |
| Buckhead Capital Management LLC | 0.19% | Add +64.8% | 5,580 | $562K |
| Friedenthal Financial | 0.34% | Reduce -67.6% | 5,513 | $555K |
| Eagle Rock Investment Company, LLC | 0.10% | Reduce -8.3% | 5,500 | $554K |
| KM Capital Management Ltd. | 0.31% | New | 5,470 | $551K |
| Greenwood Gearhart LLC | 0.05% | No change | 5,463 | $550K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | New | 5,462 | $550K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -41.2% | 5,370 | $541K |
| Salem Investment Counselors Inc. | 0.02% | Add +1.1% | 5,339 | $538K |
| 4J Wealth Management LLC | 0.45% | Add +9.2% | 5,225 | $526K |
| Triumph Capital Management | 0.21% | Reduce -72.9% | 5,219 | $526K |
| Bogart Wealth, LLC | 0.03% | Add +38.0% | 5,207 | $524K |
| New Capital Management LP | 0.16% | Reduce -16.2% | 5,167 | $520K |
| Treasure Coast Financial Planning | 0.34% | Reduce -30.6% | 5,129 | $517K |
| MN Wealth Advisors, LLC | 0.32% | Add +15.7% | 5,079 | $512K |
| Sheridan Capital Management, LLC | 0.38% | Add +110.0% | 5,016 | $505K |
| Boothe Investment Group, Inc. | 0.25% | No change | 5,000 | $504K |
| Vision Capital Management, Inc. | 0.07% | Add +3.5% | 4,940 | $498K |
| InterOcean Capital Group, LLC | 0.01% | Reduce -17.4% | 4,842 | $488K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.1% | 4,742 | $478K |
| Quadcap Wealth Management, LLC | 0.11% | Reduce -15.5% | 4,709 | $474K |
| Hanover Advisors Inc. | 0.20% | Add +118.5% | 4,707 | $474K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -0.7% | 4,703 | $474K |
| Advisor OS, LLC | 0.05% | New | 4,658 | $469K |
| Evoke Wealth, LLC | 0.01% | New | 4,540 | $457K |
| Stonebridge Financial Planning Group, LLC | 0.23% | No change | 4,400 | $443K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -7.7% | 4,393 | $442K |
| Prospera Financial Services Inc | 0.01% | Add +19.9% | 4,335 | $437K |
| CreativeOne Wealth, LLC | 0.02% | Reduce -21.2% | 4,291 | $432K |
| Summit Financial Wealth Advisors, LLC | 0.09% | Reduce -8.9% | 4,277 | $431K |
| Vertex Planning Partners, LLC | 0.12% | Add +0.2% | 4,247 | $428K |
| Lwmg, LLC | 0.10% | Add +0.9% | 4,175 | $420K |
| Sprott Inc. | 0.03% | Add +96.2% | 4,125 | $415K |
| Opes Wealth Management LLC | 0.10% | Reduce -25.4% | 4,102 | $413K |
| Continuum Advisory, LLC | 0.06% | No change | 3,978 | $400K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -60.4% | 3,815 | $384K |
| Weaver Consulting Group | 0.14% | Add +0.2% | 3,784 | $381K |
| Virtue Capital Management, LLC | 0.07% | No change | 3,766 | $378K |
| Arkfeld Wealth Strategies, L.L.C. | 0.21% | Add +1.3% | 3,752 | $377K |
| One Capital Management, LLC | 0.01% | Add +1.6% | 3,672 | $370K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -37.3% | 3,646 | $367K |
| Private Trust Co. NA | 0.04% | Reduce -37.7% | 3,615 | $364K |
| Provident Investment Management, Inc. | 0.03% | No change | 3,568 | $359K |
| WT Wealth Management | 0.13% | No change | 3,528 | $355K |
| Polen Capital Management LLC | 0.00% | Reduce -30.6% | 3,475 | $350K |
| Meritage Portfolio Management | 0.02% | Reduce -20.6% | 3,395 | $342K |
| Elevated Capital Advisors, LLC | 0.10% | Reduce -77.4% | 3,372 | $340K |
| Quantum Capital Management, LLC / NJ | 0.04% | Add +87.1% | 3,361 | $338K |
| Lunt Capital Management, Inc. | 0.16% | Reduce -50.2% | 3,263 | $329K |
| Strategic Blueprint, LLC | 0.02% | New | 3,260 | $328K |
| United Advisor Group, LLC | 0.12% | New | 3,228 | $325K |
| Fermata Advisors, LLC | 0.07% | New | 3,226 | $325K |
| Independent Financial Group, LLC | 0.01% | Reduce -20.6% | 3,100 | $312K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +31.2% | 3,050 | $307K |
| Avior Wealth Management, LLC | 0.01% | Add +163.7% | 3,032 | $305K |
| Wescott Financial Advisory Group, LLC | 0.04% | New | 3,012 | $303K |
| Whalen Wealth Management Inc. | 0.22% | Reduce -73.2% | 3,003 | $302K |
| Wittenberg Investment Management, Inc. | 0.10% | Add +20.0% | 3,000 | $302K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -47.5% | 2,881 | $290K |
| Birchcreek Wealth Management, LLC | 0.15% | Add +11.4% | 2,863 | $288K |
| Blueprint Investment Partners LLC | 0.06% | Reduce -85.3% | 2,851 | $287K |
| United Community Bank | 0.11% | Add +36.9% | 2,825 | $285K |
| Prairie Wealth Advisors, Inc. | 0.13% | — | 2,815 | $283K |
| Contravisory Investment Management, Inc. | 0.06% | New | 2,735 | $275K |
| Regency Capital Management Inc.\DE | 0.17% | New | 2,730 | $275K |
| Mutual Advisors, LLC | 0.01% | Reduce -24.9% | 2,682 | $270K |
| Claro Advisors Inc. | 0.05% | Reduce -71.9% | 2,656 | $267K |
| Synovus Financial Corp. | 0.00% | Add +2.2% | 2,648 | $267K |
| Baxter Bros Inc. | 0.03% | Add +0.8% | 2,620 | $264K |
| Csenge Advisory Group | 0.01% | Reduce -37.8% | 2,608 | $263K |
| Bristlecone Advisors, LLC | 0.02% | Reduce -17.5% | 2,586 | $260K |
| Oarsman Capital, Inc. | 0.06% | New | 2,575 | $259K |
| Stuart Chaussee & Associates, Inc. | 0.07% | No change | 2,564 | $258K |
| Tidal Investments LLC | 0.00% | New | 2,555 | $257K |
| Symphony Financial, Ltd. Co. | 0.06% | No change | 2,551 | $257K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.8% | 2,521 | $254K |
| Strategic Wealth Partners Group, LLC | 0.03% | Reduce -3.5% | 2,512 | $253K |
| Lake Hills Wealth Management, LLC | 0.23% | Reduce -94.2% | 2,510 | $253K |
| Shorepoint Capital Partners LLC | 0.06% | Reduce -99.0% | 2,510 | $253K |
| Principle Wealth Partners LLC | 0.02% | Reduce -7.4% | 2,504 | $252K |
| Libra Wealth LLC | 0.11% | New | 2,502 | $252K |
| Modera Wealth Management, LLC | 0.00% | Reduce -24.1% | 2,421 | $244K |
| Moisand Fitzgerald Tamayo, LLC | 0.04% | Add +8.7% | 2,419 | $244K |
| Insight Advisors, LLC/ PA | 0.05% | Reduce -9.6% | 2,385 | $240K |
| Harbour Investments, Inc. | 0.01% | Reduce -31.8% | 2,378 | $240K |
| Coyle Financial Counsel LLC | 0.09% | Add +15.0% | 2,374 | $239K |
| Agf Management Ltd. | 0.00% | New | 2,354 | $237K |
| Arkadios Wealth Advisors | 0.02% | Reduce -36.5% | 2,344 | $236K |
| Source Financial Advisors LLC | 0.07% | Add +0.3% | 2,336 | $235K |
| Renasant Bank | 0.17% | No change | 2,335 | $235K |
| Ancora Advisors LLC | 0.01% | No change | 2,334 | $235K |
| Vident Advisory, LLC | 0.00% | Reduce -98.1% | 2,266 | $228K |
| First National Trust Co | 0.01% | Reduce -18.2% | 2,248 | $226K |
| First Foundation Advisors | 0.01% | Reduce -42.5% | 2,245 | $226K |
| Nwam LLC | 0.02% | No change | 2,236 | $224K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | New | 2,214 | $223K |
| Ehrlich Financial Group | 0.19% | New | 2,200 | $222K |
| Strengthening Families & Communities, LLC | 0.13% | Add +24.6% | 2,175 | $219K |
| Spire Wealth Management | 0.00% | Reduce -17.0% | 2,161 | $218K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,146 | $216K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 2,137 | $215K |
| B&D White Capital Company, LLC | 0.05% | No change | 2,088 | $210K |
| Financial Counselors Inc. | 0.00% | No change | 2,079 | $209K |
| Community Bank, N.A. | 0.03% | Add +13.9% | 2,074 | $209K |
| Bond & Devick Financial Network, Inc. | 0.11% | No change | 2,057 | $207K |
| WealthCollab, LLC | 0.15% | Add +1.4% | 2,039 | $205K |
| National Bank of Canada | 0.00% | No change | 2,037 | $205K |
| Retirement Capital Strategies | 0.08% | Reduce -39.9% | 2,006 | $202K |
| Cadinha & Co. LLC | 0.03% | New | 2,000 | $201K |
| Park Place Capital Corp | 0.07% | No change | 2,000 | $201K |
| Armor Investment Advisors, LLC | 0.10% | No change | 1,994 | $201K |
| Eagle Bay Advisors LLC | 0.13% | Add +0.5% | 1,973 | $199K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -7.0% | 1,917 | $193K |
| Bruce G. Allen Investments, LLC | 0.15% | Add +20.3% | 1,758 | $177K |
| HBW Advisory Services LLC | 0.03% | No change | 1,763 | $177K |
| Bell Investment Advisors, Inc | 0.03% | Reduce -95.0% | 1,559 | $157K |
| General Partner, Inc. | 0.09% | New | 1,400 | $141K |
| DecisionPoint Financial, LLC | 0.05% | New | 1,360 | $137K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,350 | $136K |
| Citigroup Inc. | 0.00% | Add +1208.9% | 1,322 | $133K |
| Mather Group, Llc. | 0.00% | New | 1,305 | $131K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.25% | Add +15.9% | 1,285 | $129K |
| Providence Capital Advisors, LLC | 0.03% | No change | 1,248 | $126K |
| WealthShield Partners, LLC | 0.02% | Reduce -50.6% | 1,221 | $123K |
| IFP Advisors, Inc | 0.01% | Add +30.4% | 1,198 | $121K |
| UMB Bank, n.a. | 0.00% | New | 1,160 | $117K |
| Raleigh Capital Management Inc. | 0.05% | Reduce -75.2% | 1,069 | $108K |
| Richard W. Paul & Associates, LLC | 0.04% | Reduce -1.2% | 996 | $100K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -20.0% | 986 | $99K |
| Financial Management Professionals, Inc. | 0.01% | Add +16.5% | 874 | $88K |
| Evensky & Katz LLC | 0.01% | Reduce -99.7% | 795 | $80K |
| Robinswood Financial LLC | 0.03% | No change | 755 | $76K |
| Clarity Asset Management, Inc. | 0.05% | Add +0.9% | 676 | $68K |
| Private Capital Management LLC | 0.01% | New | 579 | $58K |
| Main Management LLC | 0.00% | New | 545 | $55K |
| MB Generational Wealth, LLC | 0.04% | New | 11,101 | $54K |
| McIlrath & Eck, LLC | 0.01% | No change | 496 | $50K |
| Arax Advisory Partners | 0.01% | Add +4.2% | 474 | $48K |
| First Horizon Advisors, Inc. | 0.00% | Add +74.6% | 461 | $46K |
| Aptus Capital Advisors, LLC | 0.00% | Add +2964.3% | 429 | $43K |
| FWL Investment Management, LLC | 0.02% | Reduce -46.4% | 404 | $41K |
| GHP Investment Advisors, Inc. | 0.00% | Add +100.0% | 398 | $40K |
| TCTC Holdings, LLC | 0.00% | No change | 392 | $39K |
| Carolinas Wealth Consulting LLC | 0.01% | Reduce -52.4% | 370 | $37K |
| Maryland Capital Advisors Inc. | 0.02% | New | 355 | $36K |
| Carmichael Hill & Associates, Inc. | 0.01% | New | 296 | $30K |
| Planning Capital Management Corp | 0.02% | Reduce -80.0% | 277 | $28K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -46.7% | 200 | $20K |
| PSI Advisors, LLC | 0.01% | New | 154 | $16K |
| FMR LLC | 0.00% | Reduce -58.5% | 146 | $15K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -13.7% | 113 | $11K |
| Ulland Investment Advisors, LLC | 0.01% | Reduce -66.7% | 100 | $10K |
| Blair William & Co. | 0.00% | Add +1.1% | 92 | $9K |
| Covestor Ltd | 0.01% | Add +35.8% | 91 | $9K |
| Parallel Advisors, LLC | 0.00% | Reduce -45.6% | 75 | $8K |
| Capital Analysts, LLC | 0.00% | New | 70 | $7K |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -99.4% | 60 | $6K |
| Gold Investment Management Ltd. | 0.00% | New | 54 | $5K |
| Front Row Advisors LLC | 0.00% | New | 54 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +327.3% | 47 | $5K |
| Sound Income Strategies, LLC | 0.00% | New | 39 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 38 | $4K |
| Clearstead Trust, LLC | 0.00% | New | 26 | $3K |
| Concord Wealth Partners | 0.00% | Reduce -13.8% | 25 | $3K |
| Aspire Private Capital, LLC | 0.00% | Reduce -72.3% | 23 | $2K |
| NBT Bank, N.A. | 0.00% | No change | 18 | $2K |
| LifeSteps Financial, Inc. | 0.00% | New | 14 | $1K |
| Arlington Trust Co LLC | 0.00% | New | 11 | $1K |
| Fifth Third Bancorp | 0.00% | Reduce -95.4% | 8 | $806 |
| WCM Investment Management, LLC | 0.00% | Reduce -99.9% | 5 | $504 |
| Franklin Resources Inc. | 0.00% | No change | 4 | $403 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 1 | $56 |
"% of holder's portfolio" is SGOV's weight in each manager's 13F, not the share of iShares 0-3 Month Treasury B the manager owns.