iShares 0-3 Month Treasury BSGOVETF
13F holders, Q2 2024 (June 30)650holders +60
100new positions
56sold out
4famous investors
$96.00avg. 13F price*
At the end of Q2 2024, 650 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 60 from Q1 2024. 100 opened new positions and 56 sold out. The largest holders were Morgan Stanley ($443.5M), Bank of America Corp. ($378.5M) and LPL Financial LLC ($291.4M). 4 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 100 | $136.8M |
| Exits | 56 | $118.5M |
All 13F filers, Q1 2024 → Q2 2024: 19,248,653 shares bought and 7,490,342 shares sold, net +11,758,311 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 650 holders
| Morgan Stanley | 0.03% | Add +12.9% | 4,403,329 | $443.5M |
| Bank of America Corp. | 0.04% | Reduce -3.3% | 3,758,413 | $378.5M |
| LPL Financial LLC | 0.15% | Add +20.0% | 2,893,811 | $291.4M |
| JPMorgan Chase & Co. | 0.02% | Add +51.8% | 1,885,236 | $189.9M |
| Royal Bank of Canada | 0.04% | Reduce -2.3% | 1,746,214 | $175.9M |
| Partners Capital Investment Group, LLP | 2.85% | Add +84.7% | 1,675,488 | $168.7M |
| NorthRock Partners, LLC | 6.24% | Add +3.6% | 1,646,788 | $165.8M |
| Equity Investment Corp. | 4.11% | Reduce -2.9% | 1,597,011 | $160.8M |
| Stuart Chaussee & Associates, Inc. | 37.81% | Add +53092.0% | 1,363,843 | $137.4M |
| Confluence Investment Management LLC | 1.96% | Add +48.7% | 1,349,177 | $135.9M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Reduce -7.2% | 1,347,983 | $135.8M |
| Captrust Financial Advisors | 0.40% | Add +11.2% | 1,246,333 | $125.5M |
| Ameriprise Financial Inc. | 0.03% | Add +27.1% | 1,219,071 | $122.8M |
| Woodley Farra Manion Portfolio Management Inc. | 6.66% | Add +74.4% | 1,218,571 | $122.7M |
| UBS Group AG | 0.04% | Add +7.3% | 1,212,688 | $122.1M |
| Envestnet Asset Management Inc. | 0.04% | Add +4.5% | 1,191,238 | $120.0M |
| Raymond James & Associates | 0.08% | Add +7.4% | 1,176,093 | $118.4M |
| Cresset Asset Management, LLC | 0.40% | Add +5.3% | 932,825 | $93.9M |
| Lake Street Advisors Group, LLC | 4.37% | Add +27.8% | 900,810 | $90.7M |
| Lee Johnson Capital Management, LLC | 42.79% | Reduce -12.5% | 832,718 | $83.9M |
| Prudential Financial Inc. | 0.12% | Add +56.3% | 806,578 | $81.2M |
| Cetera Investment Advisers | 0.18% | Add +17.0% | 778,501 | $78.4M |
| Renaissance Technologies | 0.13% | No change | 777,700 | $78.3M |
| GM Advisory Group, LLC | 4.94% | Reduce -0.7% | 760,911 | $76.6M |
| Osaic Holdings, Inc. | 0.18% | Add +3.9% | 754,571 | $76.0M |
| BlackRock Inc. | 0.00% | Add +103.4% | 734,129 | $73.9M |
| Cambridge Investment Research Advisors, Inc. | 0.26% | Add +23.7% | 708,681 | $71.4M |
| Resonant Capital Advisors, LLC | 5.55% | Add +6.2% | 678,610 | $68.3M |
| Awm Capital, LLC | 10.13% | Add +40.8% | 661,565 | $66.6M |
| AlphaStar Capital Management, LLC | 5.94% | Add +6.3% | 638,013 | $64.3M |
| Focus Partners Wealth | 0.22% | Add +47.7% | 634,666 | $63.9M |
| Peapack Gladstone Financial Corp. | 0.93% | Add +10.8% | 600,719 | $60.5M |
| Balentine LLC | 2.72% | Reduce -16.5% | 594,425 | $59.9M |
| Stratos Wealth Advisors, LLC | 2.96% | Add +728.5% | 594,397 | $59.9M |
| Punch Card Management L.P. | 17.30% | Add +2215.1% | 581,100 | $58.5M |
| Elm Partners Management LLC | 4.48% | Reduce -36.4% | 578,948 | $58.3M |
| Rockefeller Capital Management L.P. | 0.16% | Add +2.8% | 566,424 | $57.0M |
| Axxcess Wealth Management, LLC | 1.55% | Add +50.6% | 564,156 | $56.8M |
| Cerity Partners LLC | 0.15% | Reduce -1.1% | 558,558 | $56.3M |
| Simplicity Wealth,LLC | 1.21% | Reduce -15.1% | 532,789 | $53.7M |
| Exencial Wealth Advisors, LLC | 2.02% | Add +11129.3% | 532,495 | $53.6M |
| Stifel Financial Corp. | 0.06% | Reduce -1.1% | 531,987 | $53.6M |
| Bleakley Financial Group, LLC | 1.52% | Reduce -15.9% | 521,778 | $52.5M |
| AE Wealth Management LLC | 0.51% | Add +12.8% | 505,917 | $51.0M |
| Wealth Enhancement Advisory Services, LLC | 0.12% | Add +28.1% | 496,811 | $50.0M |
| Custom Portfolio Group LLC | 39.37% | Add +4.3% | 537,065 | $50.0M |
| Blue Trust, Inc. | 0.66% | Reduce -0.1% | 479,074 | $48.2M |
| Millennium Management | 0.04% | Add +14.9% | 475,773 | $47.9M |
| Thrivent Financial for Lutherans | 0.09% | Add +15.6% | 438,423 | $44.2M |
| HighTower Advisors, LLC | 0.06% | Add +23.9% | 389,344 | $39.2M |
| Creative Planning | 0.04% | Add +12.9% | 387,963 | $39.1M |
| Focused Wealth Management, Inc | 5.73% | Add +26.1% | 386,165 | $38.9M |
| Corient Private Wealth LP | 0.07% | Add +17.9% | 382,605 | $38.5M |
| Efficient Frontier Advisors LLC | 27.15% | Add +26.8% | 382,390 | $38.5M |
| Synergy Asset Management, LLC | 5.96% | Add +0.4% | 377,040 | $38.0M |
| Neuberger Berman Group LLC | 0.03% | Reduce -36.1% | 350,414 | $35.3M |
| Bank of New York Mellon Corp | 0.01% | Add +5.5% | 345,359 | $34.8M |
| Sequoia Financial Advisors, LLC | 0.40% | Reduce -20.0% | 332,835 | $33.5M |
| Mader & Shannon Wealth Management, Inc. | 19.43% | Reduce -37.6% | 320,948 | $32.3M |
| Pecaut & Co. | 12.18% | Add +0.1% | 318,791 | $32.1M |
| Tortoise Investment Management, LLC | 3.66% | Add +10.3% | 318,781 | $32.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +2.4% | 314,771 | $31.7M |
| Advisors Capital Management, LLC | 0.55% | Add +30.7% | 312,272 | $31.4M |
| Waverly Advisors, LLC | 0.61% | Add +70.0% | 306,466 | $30.9M |
| Traphagen Investment Advisors LLC | 3.21% | Reduce -4.3% | 293,510 | $29.6M |
| First Wilshire Securities Management Inc. | 8.73% | Add +12.3% | 283,527 | $28.6M |
| Mariner, LLC | 0.05% | Add +7.0% | 280,507 | $28.2M |
| Vickerman Investment Advisors, Inc. | 9.01% | Add +50.1% | 278,653 | $28.1M |
| Wells Fargo & Company | 0.01% | Reduce -56.1% | 272,439 | $27.4M |
| BML Capital Management, LLC | 19.91% | No change | 270,000 | $27.2M |
| Titleist Asset Management, LLC | 4.11% | Add +270.8% | 269,094 | $27.1M |
| United Capital Financial Advisors, LLC | 0.23% | Reduce -7.8% | 268,037 | $27.0M |
| Worth Asset Management, LLC | 15.95% | Add +47.7% | 266,610 | $26.9M |
| Cornerstone Enterprises, LLC | 17.49% | Add +6.6% | 261,530 | $26.3M |
| Sollinda Capital Management LLC | 7.91% | Add +100.0% | 257,743 | $26.0M |
| Sanctuary Advisors, LLC | 0.19% | — | 256,502 | $25.8M |
| Vident Advisory, LLC | 0.71% | Add +11196.1% | 255,969 | $25.8M |
| Evermay Wealth Management LLC | 4.10% | Reduce -26.7% | 254,026 | $25.6M |
| Opus Capital Group, LLC | 3.63% | Add +28.9% | 252,961 | $25.5M |
| Pathstone Holdings, LLC | 0.12% | Add +9.4% | 252,835 | $25.5M |
| SVB Wealth LLC | 0.63% | Reduce -24.0% | 252,789 | $25.5M |
| Cwm, LLC | 0.11% | Add +9.3% | 240,877 | $24.3M |
| Allworth Financial LP | 0.15% | Reduce -8.6% | 227,886 | $22.9M |
| Sound Financial Strategies Group, LLC | 19.81% | Reduce -40.9% | 226,331 | $22.8M |
| Baker Avenue Asset Management, LP | 0.78% | Reduce -0.2% | 226,112 | $22.8M |
| Full Sail Capital, LLC | 1.51% | Add +13.5% | 222,699 | $22.4M |
| Fermata Advisors, LLC | 5.09% | Add +6717.4% | 219,929 | $22.1M |
| Slow Capital, Inc. | 3.57% | Add +233.5% | 219,088 | $22.1M |
| Aveo Capital Partners, LLC | 2.48% | Reduce -46.7% | 217,473 | $21.9M |
| One Day In July LLC | 2.73% | Add +61.0% | 217,449 | $21.9M |
| Raffa Wealth Management, LLC | 6.14% | Add +15.8% | 214,942 | $21.6M |
| Atria Wealth Solutions, Inc. | 0.24% | Reduce -2.5% | 214,381 | $21.6M |
| CX Institutional | 1.01% | Reduce -27.5% | 214,052 | $21.6M |
| RFG Advisory, LLC | 0.70% | Reduce -2.3% | 213,501 | $21.5M |
| Almanack Investment Partners, LLC. | 3.60% | Reduce -29.3% | 211,954 | $21.3M |
| Kingsview Wealth Management, LLC | 0.50% | Add +3.0% | 208,773 | $21.0M |
| Stephens Inc. | 0.32% | Add +27.6% | 205,346 | $20.7M |
| Omnia Family Wealth, LLC | 8.58% | Add +1.8% | 201,323 | $20.3M |
| Centaurus Financial, Inc. | 1.33% | Add +9.1% | 197,611 | $19.9M |
| Retirement Capital Strategies | 7.95% | Add +9714.1% | 196,870 | $19.8M |
| Trek Financial, LLC | 1.56% | Add +143.6% | 195,483 | $19.7M |
| 325 Capital LLC | 8.23% | Reduce -31.5% | 194,637 | $19.6M |
| Concurrent Investment Advisors, LLC | 0.64% | Add +12.7% | 192,917 | $19.4M |
| Kohmann Bosshard Financial Services, LLC | 2.61% | Add +62.0% | 192,673 | $19.4M |
| Truist Financial Corp. | 0.03% | Add +56.2% | 184,121 | $18.5M |
| IFS Advisors, LLC | 15.55% | Add +16.8% | 183,121 | $18.4M |
| Selective Wealth Management, Inc. | 8.11% | Add +10.4% | 183,383 | $18.4M |
| Kestra Advisory Services, LLC | 0.10% | Add +0.7% | 181,847 | $18.3M |
| Perigon Wealth Management, LLC | 0.53% | Add +60.6% | 180,655 | $18.2M |
| Laurel Wealth Advisors LLC | 3.16% | Add +5.9% | 179,087 | $18.0M |
| Atria Investments, Inc | 0.23% | Reduce -21.5% | 178,484 | $18.0M |
| Private Advisor Group, LLC | 0.12% | Add +62.3% | 174,339 | $17.6M |
| Envestnet Portfolio Solutions, Inc. | 0.06% | Add +5.0% | 171,724 | $17.3M |
| Jane Street Group, LLC | 0.02% | Reduce -49.6% | 168,636 | $17.0M |
| Spinnaker Trust | 1.08% | Add +0.8% | 166,728 | $16.8M |
| Crescent Grove Advisors, LLC | 1.82% | Add +7.3% | 164,624 | $16.6M |
| Avantax Advisory Services, Inc. | 0.12% | Add +10.2% | 163,713 | $16.5M |
| MML Investors Services, LLC | 0.07% | Add +33.3% | 160,307 | $16.1M |
| Strait & Sound Wealth Management LLC | 8.22% | Reduce -4.5% | 160,096 | $16.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.04% | — | 159,974 | $16.1M |
| Orion Capital Management LLC | 8.42% | Add +14.2% | 158,941 | $16.0M |
| Stonekeep Investments, LLC | 12.94% | — | 158,412 | $16.0M |
| Wellspring Financial Advisors, LLC | 1.79% | Add +5.3% | 158,285 | $15.9M |
| Brookstone Capital Management | 0.26% | Reduce -10.1% | 154,882 | $15.6M |
| VitalStone Financial, LLC | 11.26% | Reduce -5.1% | 154,202 | $15.5M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -54.5% | 150,889 | $15.2M |
| Nottingham Advisors, Inc. | 1.79% | Reduce -8.3% | 149,863 | $15.1M |
| VestGen Investment Management | 4.43% | Reduce -9.5% | 148,660 | $15.0M |
| M. Kulyk & Associates, LLC | 3.48% | Reduce -42.4% | 148,591 | $15.0M |
| Steward Partners Investment Advisory, LLC | 0.16% | Add +2.5% | 148,285 | $14.9M |
| Wedbush Securities Inc. | 0.53% | Reduce -9.7% | 147,663 | $14.9M |
| Woodmont Investment Counsel LLC | 1.21% | Add +10.8% | 147,446 | $14.8M |
| Impact Partnership Wealth, LLC | 3.89% | Add +879.6% | 146,899 | $14.8M |
| Altiora Financial Group, LLC | 3.50% | Add +30.2% | 144,627 | $14.6M |
| Cynosure Group, LLC | 2.27% | Add +41.3% | 140,599 | $14.2M |
| Kathleen S. Wright Associates Inc. | 6.49% | Reduce -1.9% | 140,266 | $14.1M |
| Deane Retirement Strategies, Inc. | 7.17% | Add +73.4% | 139,550 | $14.0M |
| NorthCoast Asset Management LLC | 0.12% | Reduce -8.3% | 138,619 | $14.0M |
| Ursa Fund Management, LLC | 41.40% | New | 134,000 | $13.5M |
| Eagle Ridge Investment Management | 1.24% | Add +0.9% | 132,897 | $13.4M |
| Mgo One Seven LLC | 0.63% | Add +37.6% | 132,634 | $13.4M |
| Prudent Investors Network, Inc. | 4.72% | Add +5.7% | 129,558 | $13.0M |
| Clearstead Advisors, LLC | 0.22% | Add +2.6% | 128,643 | $13.0M |
| Smithfield Trust Co | 0.68% | Reduce -27.5% | 128,664 | $13.0M |
| Advisors Preferred, LLC | 2.22% | Reduce -23.9% | 128,170 | $12.9M |
| Dominguez Wealth Management Solutions, Inc. | 9.54% | Reduce -1.8% | 125,804 | $12.7M |
| Titan Managers, LLC | 19.81% | Reduce -10.9% | 125,241 | $12.6M |
| Sterling Investment Advisors LLC | 7.65% | Reduce -9.6% | 124,420 | $12.5M |
| Mascoma Wealth Management LLC | 3.29% | New | 122,962 | $12.4M |
| Bangor Savings Bank | 1.24% | Add +139.3% | 122,878 | $12.4M |
| Vigilare Wealth Management | 5.45% | Reduce -67.7% | 122,519 | $12.3M |
| Buck Wealth Strategies, LLC | 3.55% | Reduce -58.7% | 119,405 | $12.0M |
| Heck Capital Advisors, LLC | 1.49% | Add +7.5% | 119,373 | $12.0M |
| Cercano Management LLC | 0.32% | Reduce -26.9% | 117,755 | $11.9M |
| Oppenheimer Asset Management Inc. | 0.15% | Reduce -31.1% | 113,486 | $11.4M |
| Bridge Advisory, LLC | 5.27% | New | 106,148 | $10.7M |
| Stableford Capital II LLC | 4.16% | Reduce -6.2% | 105,393 | $10.6M |
| RMR Capital Management, LLC | 9.60% | Add +479.5% | 104,419 | $10.5M |
| Emprise Bank | 6.47% | Reduce -2.5% | 104,106 | $10.5M |
| Curi Capital, LLC | 0.25% | Add +16.6% | 104,002 | $10.5M |
| US Bancorp \de | 0.01% | Add +8.8% | 102,125 | $10.3M |
| One Degree Advisors Inc | 4.93% | Add +14.7% | 101,534 | $10.2M |
| Cypress Capital, LLC | 2.76% | Reduce -13.0% | 100,443 | $10.1M |
| Clayton Partners LLC | 7.90% | Reduce -10.2% | 97,546 | $9.8M |
| Trajan Wealth LLC | 0.62% | Reduce -0.3% | 96,104 | $9.7M |
| Fortis Group Advisors, LLC | 1.92% | Reduce -4.3% | 95,779 | $9.6M |
| Highland Financial Advisors, LLC | 3.48% | Reduce -24.4% | 93,031 | $9.4M |
| Acute Investment Advisory, LLC | 5.20% | New | 90,664 | $9.1M |
| Pinnacle Wealth Management Group, Inc. | 6.18% | Add +37.1% | 90,638 | $9.1M |
| Baker Ellis Asset Management LLC | 1.35% | Add +3.5% | 89,208 | $9.0M |
| Sowell Financial Services LLC | 0.42% | Add +0.4% | 87,922 | $8.9M |
| CENTRAL TRUST Co | 0.22% | Add +255.4% | 87,277 | $8.8M |
| Flagship Private Wealth, LLC | 5.17% | Add +556.9% | 86,722 | $8.7M |
| Brasada Capital Management, LP | 1.53% | Add +133.6% | 85,994 | $8.6M |
| International Assets Investment Management, LLC | 0.80% | Add +13.2% | 83,947 | $8.5M |
| Greenwich Wealth Management LLC | 0.61% | Reduce -8.3% | 83,338 | $8.4M |
| ORG Partners LLC | 1.04% | New | 83,456 | $8.4M |
| Vivid Wealth Management, LLC | 4.66% | Add +7.3% | 82,672 | $8.3M |
| Fiduciary Financial Group, LLC | 1.99% | — | 82,010 | $8.2M |
| St Germain D J Co. Inc. | 0.40% | Reduce -22.7% | 81,744 | $8.2M |
| Members Wealth LLC | 5.52% | — | 81,932 | $8.2M |
| Cibc World Market Inc. | 0.02% | Add +68.0% | 81,627 | $8.2M |
| Signet Financial Management, LLC | 1.10% | Add +9.1% | 80,940 | $8.2M |
| Ackerman Capital Advisors, LLC | 2.12% | Reduce -6.7% | 79,545 | $8.0M |
| Clear Creek Financial Management, LLC | 0.94% | Reduce -7.4% | 76,891 | $7.7M |
| Leavell Investment Management, Inc. | 0.43% | Add +15.9% | 76,681 | $7.7M |
| Parkside Financial Bank & Trust | 1.17% | Add +3.6% | 73,825 | $7.4M |
| FPC Investment Advisory, Inc. | 6.65% | Add +3.4% | 73,456 | $7.4M |
| Wealthfront Advisers LLC | 0.02% | Add +99.8% | 71,828 | $7.2M |
| Anson Capital, Inc. | 7.05% | Add +57.3% | 70,969 | $7.1M |
| Orion Porfolio Solutions, LLC | 0.07% | Add +8.9% | 70,036 | $7.1M |
| Orion Portfolio Solutions, LLC | 0.07% | Add +8.9% | 70,036 | $7.1M |
| Sigma Planning Corp | 0.22% | Add +117.3% | 69,055 | $7.0M |
| Vantage Financial Partners Ltd., Inc. | 1.73% | New | 69,002 | $6.9M |
| GTS Securities LLC | 0.14% | Add +47.1% | 68,861 | $6.9M |
| NewEdge Advisors, LLC | 0.05% | Add +8.1% | 68,799 | $6.9M |
| Valmark Advisers, Inc. | 0.12% | Reduce -2.3% | 68,685 | $6.9M |
| Castle Rock Wealth Management, LLC | 1.70% | Reduce -11.5% | 67,746 | $6.8M |
| Studio Investment Management LLC | 1.54% | Add +37.5% | 67,337 | $6.8M |
| VanWeelden Wealth Management, LLC | 5.75% | — | 66,609 | $6.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -10.5% | 66,053 | $6.7M |
| Horizon Investments, LLC | 0.18% | Add +0.4% | 64,955 | $6.5M |
| Heritage Wealth Management, Inc./Texas | 4.00% | Add +28.5% | 63,686 | $6.4M |
| Koa Wealth Management, LLC | 5.39% | Add +50.9% | 63,331 | $6.4M |
| Archer Investment Corp | 1.84% | Reduce -10.1% | 62,389 | $6.3M |
| MBM Wealth Consultants, LLC | 2.13% | Reduce -12.9% | 62,116 | $6.2M |
| Campbell Wealth Management | 1.98% | Add +273.0% | 60,857 | $6.1M |
| Destination Wealth Management | 0.20% | Add +0.3% | 60,545 | $6.1M |
| Scotia Capital Inc. | 0.04% | Add +0.3% | 59,507 | $6.0M |
| Geneos Wealth Management Inc. | 0.26% | Add +65.7% | 59,242 | $6.0M |
| Values First Advisors, Inc. | 3.57% | Add +1.2% | 59,139 | $6.0M |
| Founders Financial Securities LLC | 0.56% | Add +0.8% | 59,048 | $5.9M |
| Willow Creek Wealth Management Inc. | 0.68% | Reduce -11.5% | 59,042 | $5.9M |
| Diversified Trust Co. | 0.16% | New | 57,434 | $5.8M |
| Hubbell Strickland Wealth Management, LLC | 2.86% | Add +2.5% | 56,607 | $5.7M |
| Integrated Wealth Concepts LLC | 0.08% | Add +2.9% | 54,904 | $5.5M |
| Arjuna Capital | 1.45% | Add +10.7% | 53,576 | $5.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -8.5% | 52,799 | $5.3M |
| Professional Financial Advisors, LLC | 1.45% | Add +4.8% | 52,041 | $5.2M |
| Advisory Services Network, LLC | 0.11% | Add +29.0% | 52,030 | $5.2M |
| Americana Partners, LLC | 0.41% | Reduce -9.7% | 51,884 | $5.2M |
| Robertson Stephens Wealth Management, LLC | 0.27% | Add +103.3% | 51,440 | $5.2M |
| Five Oceans Advisors | 2.66% | Add +23.6% | 50,473 | $5.1M |
| Global Retirement Partners, LLC | 0.15% | Reduce -68.8% | 48,844 | $4.9M |
| Brown Advisory Inc. | 0.01% | Reduce -18.7% | 48,362 | $4.9M |
| Watchman Group, Inc. | 1.55% | Add +2.2% | 48,333 | $4.9M |
| Sage Rhino Capital LLC | 1.15% | Add +10.3% | 47,801 | $4.8M |
| Smith, Moore & Co. | 0.49% | Add +86.3% | 47,642 | $4.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +25.6% | 46,939 | $4.7M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +29.9% | 45,503 | $4.6M |
| Merriman Wealth Management, LLC | 0.20% | Reduce -10.1% | 45,232 | $4.6M |
| Marion Wealth Management | 1.33% | Reduce -2.6% | 45,060 | $4.5M |
| KM Capital Management Ltd. | 2.23% | Add +682.5% | 42,800 | $4.3M |
| Flagship Harbor Advisors, LLC | 0.26% | Add +20.3% | 42,236 | $4.3M |
| Alesco Advisors, LLC, An ESL Co | 0.14% | Add +24.0% | 41,701 | $4.2M |
| Cowa, LLC | 2.21% | Reduce -4.6% | 41,300 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -47.8% | 40,733 | $4.1M |
| Ethos Financial Group, LLC | 0.73% | Reduce -16.5% | 40,609 | $4.1M |
| Authentikos Wealth Advisory, LLC | 3.95% | New | 21,373 | $4.1M |
| Hilltop Holdings Inc. | 0.47% | Reduce -41.4% | 40,028 | $4.0M |
| Wisconsin Capital Management LLC | 2.01% | Add +2.6% | 39,369 | $4.0M |
| Texas Yale Capital Corp. | 0.19% | No change | 38,900 | $3.9M |
| CW Advisors, LLC | 0.06% | Reduce -6.5% | 38,534 | $3.9M |
| Congress Asset Management Co. | 0.03% | Reduce -6.7% | 38,454 | $3.9M |
| CIBC Private Wealth Group LLC | 0.01% | Add +11.8% | 37,524 | $3.8M |
| Lido Advisors, LLC | 0.03% | Add +31.7% | 37,330 | $3.8M |
| Strategic Advisors LLC | 0.73% | Add +35.3% | 37,274 | $3.8M |
| Diversify Advisory Services, LLC | 0.21% | New | 37,302 | $3.7M |
| JSF Financial, LLC | 1.13% | New | 36,608 | $3.7M |
| Talisman Wealth Advisors LLC | 4.26% | Add +45.9% | 36,571 | $3.7M |
| Altura Wealth Advisors Inc. | 3.60% | Reduce -91.8% | 36,336 | $3.7M |
| Vontobel Holding Ltd. | 0.01% | Reduce -9.7% | 36,293 | $3.7M |
| Betterment LLC | 0.01% | Add +13.9% | 36,201 | $3.6M |
| YHB Investment Advisors, Inc. | 0.31% | Add +81.8% | 36,194 | $3.6M |
| Equitable Holdings, Inc. | 0.04% | Add +51.3% | 35,792 | $3.6M |
| Stonebrook Private Inc. | 1.02% | Reduce -19.7% | 35,395 | $3.6M |
| Stansberry Asset Management, LLC | 0.49% | Add +23.8% | 35,075 | $3.5M |
| Portland Global Advisors LLC | 0.47% | Add +42.3% | 34,322 | $3.5M |
| Tidal Investments LLC | 0.05% | Add +1223.8% | 33,822 | $3.4M |
| Financial Advisory Partners, LLC | 1.27% | Add +42.2% | 33,766 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +111.7% | 33,439 | $3.4M |
| New Harbor Financial Group, LLC | 1.12% | Add +58.5% | 33,417 | $3.4M |
| McAdam, LLC | 0.20% | Add +25.5% | 33,138 | $3.3M |
| Retireful, LLC | 1.56% | Reduce -2.9% | 32,844 | $3.3M |
| Hunter Associates Investment Management LLC | 0.56% | Reduce -3.0% | 32,793 | $3.3M |
| Sumitomo Mitsui Financial Group, Inc. | 0.10% | Add +106.2% | 32,732 | $3.3M |
| Simon Quick Advisors, LLC | 0.23% | Add +0.2% | 32,361 | $3.3M |
| Carnegie Investment Counsel | 0.10% | Reduce -3.4% | 32,315 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Add +176.5% | 32,018 | $3.2M |
| Cary Street Partners Investment Advisory LLC | 0.13% | Add +115.2% | 32,006 | $3.2M |
| Beaumont Financial Advisors, LLC | 0.25% | Add +59.6% | 31,076 | $3.1M |
| Core Wealth Partners LLC | 2.13% | Add +1.7% | 30,976 | $3.1M |
| Comerica Bank | 0.01% | Reduce -6.6% | 30,825 | $3.1M |
| B. Riley Wealth Advisors, Inc. | 0.08% | Add +145.5% | 30,823 | $3.1M |
| GeoWealth Management, LLC | 0.13% | Reduce -31.0% | 29,273 | $2.9M |
| Principal Financial Group Inc. | 0.00% | Reduce -12.3% | 28,505 | $2.9M |
| Warren Street Wealth Advisors, LLC | 1.43% | Reduce -14.7% | 28,488 | $2.9M |
| Headinvest, LLC | 0.56% | Add +10.4% | 28,345 | $2.9M |
| Arete Wealth Advisors, LLC | 0.22% | Reduce -6.2% | 26,684 | $2.7M |
| Guidance Capital, Inc. | 0.87% | Add +44.6% | 26,438 | $2.7M |
| Beacon Capital Management, LLC | 0.49% | New | 26,355 | $2.7M |
| Jmac Enterprises LLC | 0.46% | New | 26,198 | $2.6M |
| Glen Eagle Advisors, LLC | 0.48% | Reduce -1.8% | 26,027 | $2.6M |
| Aire Advisors, LLC | 0.59% | New | 25,816 | $2.6M |
| Bank of Montreal | 0.00% | Add +3.9% | 25,761 | $2.6M |
| Guggenheim Capital LLC | 0.02% | Add +45.1% | 25,586 | $2.6M |
| Rothschild Investment LLC | 0.18% | Reduce -10.8% | 25,424 | $2.6M |
| World Investment Advisors | 0.16% | Add +163.5% | 25,209 | $2.5M |
| Farther Finance Advisors, LLC | 0.12% | Add +68.8% | 25,277 | $2.5M |
| Prelude Capital Management, LLC | 0.21% | No change | 25,000 | $2.5M |
| Waterfront Wealth Inc. | 0.67% | Reduce -59.2% | 24,625 | $2.5M |
| Evergreen Capital Management LLC | 0.09% | New | 24,317 | $2.4M |
| Norris Financial Group, LLC | 1.27% | Reduce -3.3% | 24,228 | $2.4M |
| Composition Wealth, LLC | 0.06% | Reduce -25.8% | 24,210 | $2.4M |
| Flow Traders U.S. LLC | 0.12% | Reduce -32.6% | 24,080 | $2.4M |
| Root Financial Partners, LLC | 0.54% | Add +2.9% | 23,003 | $2.3M |
| Compound Planning, Inc. | 0.17% | New | 22,922 | $2.3M |
| Beacon Financial Group | 0.26% | Add +17.9% | 22,911 | $2.3M |
| IFG Advisors, LLC | 0.55% | Add +7.2% | 22,894 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.13% | Reduce -60.9% | 22,737 | $2.3M |
| New Millennium Group LLC | 1.48% | Reduce -36.3% | 22,553 | $2.3M |
| Eldridge Investment Advisors, Inc. | 0.56% | Reduce -40.4% | 22,250 | $2.2M |
| Principal Securities, Inc. | 0.06% | Add +6.7% | 22,108 | $2.2M |
| Goelzer Investment Management, Inc. | 0.12% | New | 21,992 | $2.2M |
| Drive Wealth Management, LLC | 0.59% | New | 21,872 | $2.2M |
| Regency Capital Management Inc.\DE | 1.41% | Add +694.6% | 21,693 | $2.2M |
| Sand Hill Global Advisors, LLC | 0.10% | New | 21,562 | $2.2M |
| Legacy Edge Advisors, LLC | 0.40% | Reduce -15.9% | 21,539 | $2.2M |
| HHM Wealth Advisors, LLC | 0.33% | Reduce -2.5% | 21,519 | $2.2M |
| Alterna Wealth Management, Inc. | 1.89% | New | 21,436 | $2.2M |
| Commonwealth Financial Services, LLC | 0.44% | New | 21,238 | $2.1M |
| Haverford Trust Co | 0.02% | No change | 21,110 | $2.1M |
| Citadel Advisors | 0.00% | Reduce -94.1% | 19,929 | $2.0M |
| Townsquare Capital LLC | 0.03% | Add +65.7% | 19,032 | $1.9M |
| Sterling Investment Counsel, LLC | 0.75% | New | 18,969 | $1.9M |
| Alpha Financial Partners LLC | 1.65% | Add +41.6% | 18,925 | $1.9M |
| Klein Pavlis & Peasley Financial, Inc. | 1.67% | Reduce -58.1% | 18,722 | $1.9M |
| Financial Strategies Group, Inc. | 0.46% | Add +97.2% | 18,025 | $1.8M |
| True Link Financial Advisors, LLC | 0.17% | Reduce -18.0% | 17,920 | $1.8M |
| TD Waterhouse Canada Inc. | 0.02% | Add +133.8% | 17,812 | $1.8M |
| StoneX Group Inc. | 0.14% | Add +167.3% | 17,750 | $1.8M |
| RDA Financial Network | 0.58% | Reduce -37.4% | 17,675 | $1.8M |
| Oppenheimer & Co. Inc. | 0.03% | Add +25.9% | 17,670 | $1.8M |
| Raymond James Trust N.A. | 0.04% | Reduce -7.9% | 17,616 | $1.8M |
| Shepherd Kaplan Krochuk, LLC | 1.39% | Add +175.1% | 17,494 | $1.8M |
| Park Avenue Securities LLC | 0.02% | Add +81.2% | 16,662 | $1.7M |
| Kingswood Wealth Advisors, LLC | 0.15% | Add +69.1% | 16,400 | $1.7M |
| Successful Portfolios LLC | 1.14% | Add +0.7% | 16,210 | $1.6M |
| Regal Investment Advisors LLC | 0.11% | Add +90.0% | 16,203 | $1.6M |
| Salomon & Ludwin, LLC | 0.18% | Reduce -34.3% | 15,977 | $1.6M |
| Berkshire Asset Management LLC | 0.08% | New | 15,853 | $1.6M |
| Montgomery Investment Management Inc. | 0.62% | Reduce -2.2% | 15,680 | $1.6M |
| Eagle Bay Advisors LLC | 0.95% | Add +692.3% | 15,631 | $1.6M |
| Greenspring Advisors, LLC | 0.38% | Add +39.6% | 15,537 | $1.6M |
| Highline Wealth Partners LLC | 0.59% | Reduce -22.3% | 15,473 | $1.6M |
| Jackson Creek Investment Advisors LLC | 0.56% | Add +2.4% | 15,200 | $1.5M |
| Silver Lake Advisory, LLC | 0.38% | Add +4.8% | 15,154 | $1.5M |
| Lake Hills Wealth Management, LLC | 1.09% | Add +503.6% | 15,149 | $1.5M |
| EP Wealth Advisors, LLC | 0.02% | Add +10.2% | 15,074 | $1.5M |
| Lantz Financial LLC | 0.47% | Add +64.9% | 14,917 | $1.5M |
| Heritage Oak Wealth Advisors LLC | 0.78% | — | 14,777 | $1.5M |
| Prosperity Wealth Management, Inc. | 0.70% | Reduce -58.9% | 14,221 | $1.4M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Reduce -28.8% | 14,203 | $1.4M |
| Armstrong Advisory Group, Inc. | 0.13% | Reduce -84.7% | 14,199 | $1.4M |
| Nicholas Hoffman & Company, LLC. | 0.07% | Reduce -3.8% | 14,155 | $1.4M |
| Retirement Planning Group, LLC | 0.09% | No change | 13,976 | $1.4M |
| Realta Investment Advisors | 0.26% | Add +3.4% | 13,262 | $1.3M |
| Waycross Investment Management Co | 1.27% | No change | 13,045 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +26.1% | 12,987 | $1.3M |
| Good Life Advisors, LLC | 0.11% | New | 12,939 | $1.3M |
| Relyea Zuckerberg Hanson LLC | 0.22% | Add +12.6% | 12,931 | $1.3M |
| Foster & Motley Inc. | 0.09% | New | 12,738 | $1.3M |
| Greenline Partners, LLC | 0.19% | New | 12,683 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Add +135.3% | 12,564 | $1.3M |
| Meitav Investment House Ltd. | 0.02% | Add +9.0% | 12,460 | $1.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +4.3% | 12,321 | $1.2M |
| Moneco Advisors, LLC | 0.18% | Reduce -4.0% | 12,269 | $1.2M |
| Aspiriant, LLC | 0.05% | New | 12,105 | $1.2M |
| Crown Wealth Group, LLC | 0.61% | New | 12,063 | $1.2M |
| Columbia Advisory Partners LLC | 1.18% | Add +36.6% | 12,008 | $1.2M |
| Quadcap Wealth Management, LLC | 0.22% | Add +154.3% | 11,976 | $1.2M |
| Vishria Bird Financial Group, LLC | 0.50% | Add +4.2% | 11,764 | $1.2M |
| Strategic Financial Concepts, LLC | 0.69% | Add +7067.0% | 4,070,502 | $1.2M |
| Private Management Group Inc. | 0.04% | Add +33.9% | 11,549 | $1.2M |
| McKinley Capital Management LLC | 0.20% | Add +32.8% | 11,536 | $1.2M |
| Steele Capital Management, Inc. | 0.06% | Reduce -13.3% | 11,298 | $1.1M |
| Cedrus LLC | 0.57% | Add +34.0% | 11,229 | $1.1M |
| Klaas Financial Asset Advisors, LLC | 0.21% | Add +17.6% | 11,185 | $1.1M |
| Hobbs Group Advisors, LLC | 0.42% | — | 10,987 | $1.1M |
| Fullcircle Wealth LLC | 0.54% | — | 10,982 | $1.1M |
| Oak Harvest Investment Services | 0.17% | Add +21.7% | 10,910 | $1.1M |
| Certuity, LLC | 0.09% | Add +0.6% | 10,906 | $1.1M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -85.3% | 10,863 | $1.1M |
| Prosperity Planning, Inc. | 0.37% | New | 10,617 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +10.5% | 10,503 | $1.1M |
| Gateway Wealth Partners, LLC | 0.32% | New | 10,498 | $1.1M |
| Sheridan Capital Management, LLC | 0.78% | Add +107.4% | 10,403 | $1.0M |
| Capital Advisors, Ltd. LLC | 0.14% | Reduce -18.3% | 10,334 | $1.0M |
| Polen Capital Management LLC | 0.00% | Add +197.4% | 10,334 | $1.0M |
| Andina Capital Management, LLC | 0.78% | Reduce -13.0% | 10,276 | $1.0M |
| Mid-American Wealth Advisory Group, Inc. | 0.65% | Reduce -83.7% | 10,126 | $1.0M |
| Two Sigma Securities, LLC | 0.05% | Reduce -63.2% | 10,056 | $1.0M |
| Faithward Advisors, LLC | 0.18% | Add +2.6% | 10,044 | $1.0M |
| Choate Investment Advisors | 0.03% | Reduce -0.8% | 10,040 | $1.0M |
| Triumph Capital Management | 0.39% | Add +92.3% | 10,039 | $1.0M |
| Meridian Wealth Management, LLC | 0.12% | New | 10,022 | $1.0M |
| Twelve Points Wealth Management LLC | 0.35% | New | 9,775 | $984K |
| CPR Investments Inc. | 0.80% | Reduce -61.2% | 9,556 | $962K |
| Transamerica Financial Advisors, LLC | 0.10% | No change | 9,546 | $962K |
| Advisory Alpha, LLC | 0.04% | Reduce -17.7% | 9,372 | $944K |
| CoreCap Advisors, LLC | 0.10% | Add +4.3% | 9,357 | $942K |
| Cosner Financial Group, LLC | 0.65% | Reduce -1.9% | 9,179 | $924K |
| Strategic Wealth Partners, Ltd. | 0.09% | Reduce -3.1% | 8,998 | $906K |
| Assetmark, Inc. | 0.00% | Reduce -6.8% | 8,940 | $900K |
| Signature Estate & Investment Advisors LLC | 0.02% | New | 8,824 | $889K |
| SouthState Bank Corp | 0.06% | New | 8,800 | $886K |
| Donaldson Capital Management, LLC | 0.04% | Add +1.7% | 8,782 | $884K |
| Hayek Kallen Investment Management | 0.33% | New | 8,760 | $882K |
| PFG Investments, LLC | 0.06% | Add +8.0% | 8,570 | $863K |
| Rwa Wealth Partners, LLC | 0.01% | Add +43.9% | 8,485 | $855K |
| Lanark Financial, Inc. | 0.08% | Reduce -4.5% | 8,193 | $825K |
| Argent Trust Co | 0.04% | Add +38.6% | 8,172 | $823K |
| Fort Point Capital Partners LLC | 0.11% | Add +182.7% | 8,144 | $820K |
| Arkadios Wealth Advisors | 0.06% | Add +247.2% | 8,138 | $820K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -21.9% | 8,122 | $818K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Add +3912.0% | 8,024 | $808K |
| WCM Investment Management, LLC | 0.00% | Add +157940.0% | 7,902 | $795K |
| Clearwater Capital Advisors, LLC | 0.08% | Add +0.8% | 7,884 | $794K |
| Blueprint Investment Partners LLC | 0.17% | Add +172.0% | 7,754 | $781K |
| Sonoma Private Wealth LLC | 1.26% | Add +3.2% | 7,726 | $778K |
| Emerald Advisors, LLC | 0.12% | Reduce -2.1% | 7,723 | $778K |
| Venturi Wealth Management, LLC | 0.05% | Reduce -3.4% | 7,657 | $771K |
| Concentric Wealth Management, LLC | 0.20% | No change | 7,630 | $768K |
| Main Street Financial Solutions, LLC | 0.07% | Add +0.9% | 7,624 | $768K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +104.8% | 7,469 | $752K |
| Buckhead Capital Management LLC | 0.25% | Add +33.4% | 7,443 | $750K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 6,649 | $745K |
| First Personal Financial Services | 0.17% | New | 7,306 | $736K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +12.9% | 7,275 | $733K |
| Hoylecohen, LLC | 0.05% | Reduce -86.4% | 7,162 | $721K |
| EverSource Wealth Advisors, LLC | 0.05% | Reduce -12.0% | 7,041 | $709K |
| Ade, LLC | 0.48% | Add +23.4% | 7,036 | $709K |
| Gallagher Fiduciary Advisors, LLC | 0.16% | Add +1.3% | 6,996 | $705K |
| Windham Capital Management, LLC | 0.55% | No change | 6,973 | $702K |
| IFG Advisory, LLC | 0.04% | New | 6,935 | $699K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -3.2% | 6,903 | $695K |
| Rebalance, LLC | 0.05% | Reduce -66.0% | 6,753 | $680K |
| Owen LaRue, LLC | 0.42% | Add +6.5% | 6,744 | $679K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +0.1% | 6,580 | $663K |
| Rehmann Capital Advisory Group | 0.05% | Reduce -0.8% | 6,510 | $656K |
| Verus Capital Partners, LLC | 0.07% | Add +12.4% | 6,490 | $654K |
| Advisor OS, LLC | 0.07% | Add +38.3% | 6,444 | $649K |
| Abich Financial Wealth Management LLC | 0.44% | Add +12.9% | 6,441 | $649K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +68.7% | 6,434 | $648K |
| Ssi Investment Management LLC | 0.26% | Reduce -89.7% | 6,429 | $647K |
| Bison Wealth, LLC | 0.10% | No change | 6,370 | $642K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +34.9% | 6,343 | $639K |
| &partners | 0.03% | New | 6,325 | $637K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.9% | 6,299 | $634K |
| RFP Financial Group LLC | 0.23% | Reduce -75.3% | 6,163 | $621K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +39.9% | 6,146 | $619K |
| Legacy Capital Wealth Partners, LLC | 0.16% | New | 6,145 | $619K |
| Savant Capital, LLC | 0.01% | Add +3.7% | 6,139 | $618K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -96.5% | 6,113 | $615K |
| Austin Private Wealth, LLC | 0.07% | New | 6,063 | $611K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +10.8% | 6,052 | $609K |
| Wooster Corthell Wealth Management, Inc. | 0.14% | Add +2.0% | 6,038 | $608K |
| USAdvisors Wealth Management, LLC | 0.21% | Reduce -6.8% | 5,908 | $594K |
| Nomura Asset Management Co. Ltd. | 0.00% | Reduce -65.8% | 5,890 | $593K |
| Bogart Wealth, LLC | 0.03% | Add +12.2% | 5,840 | $588K |
| New Century Financial Group, LLC | 0.25% | New | 5,798 | $584K |
| Modera Wealth Management, LLC | 0.01% | Add +139.2% | 5,792 | $583K |
| Bright Futures Wealth Management, LLC. | 0.32% | Reduce -5.4% | 5,783 | $580K |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 5,711 | $575K |
| Belpointe Asset Management LLC | 0.04% | Reduce -76.9% | 5,704 | $574K |
| Optivise Advisory Services LLC | 0.30% | — | 5,511 | $555K |
| Eagle Rock Investment Company, LLC | 0.10% | No change | 5,500 | $554K |
| Greenwood Gearhart LLC | 0.05% | No change | 5,463 | $550K |
| DAVENPORT & Co LLC | 0.00% | Reduce -9.5% | 5,450 | $549K |
| Ascentis Independent Advisors | 0.11% | — | 5,212 | $525K |
| Waterloo Capital, L.P. | 0.06% | Reduce -61.6% | 5,181 | $522K |
| Treasure Coast Financial Planning | 0.34% | No change | 5,129 | $517K |
| Integrated Advisors Network LLC | 0.03% | Reduce -19.2% | 5,108 | $514K |
| Vision Capital Management, Inc. | 0.08% | Add +2.7% | 5,073 | $511K |
| Prostatis Group LLC | 0.18% | New | 5,045 | $508K |
| Boothe Investment Group, Inc. | 0.23% | No change | 5,000 | $502K |
| Roundview Capital LLC | 0.04% | New | 4,965 | $500K |
| Mutual Advisors, LLC | 0.02% | Add +84.8% | 4,955 | $499K |
| Capital Advisors Wealth Management, LLC | 0.10% | New | 4,865 | $490K |
| Guild Investment Management, Inc. | 0.56% | New | 4,850 | $488K |
| Chilton Capital Management LLC | 0.02% | Reduce -26.1% | 4,820 | $485K |
| New Capital Management LP | 0.15% | Reduce -7.7% | 4,769 | $480K |
| Strategic Blueprint, LLC | 0.03% | Add +42.0% | 4,630 | $466K |
| CreativeOne Wealth, LLC | 0.02% | Add +7.3% | 4,606 | $464K |
| Shayne & Jacobs, LLC | 0.13% | New | 4,600 | $463K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +51.4% | 4,559 | $459K |
| MN Wealth Advisors, LLC | 0.27% | Reduce -10.6% | 4,542 | $457K |
| Cardinal Point Capital Management ULC | 0.08% | New | 4,540 | $457K |
| DecisionPoint Financial, LLC | 0.15% | Add +233.1% | 4,530 | $456K |
| Baird Financial Group, Inc. | 0.00% | Reduce -59.4% | 4,506 | $454K |
| Friedenthal Financial | 0.28% | Reduce -18.8% | 4,479 | $451K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | New | 4,453 | $448K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +79.5% | 4,343 | $437K |
| Summit Financial Wealth Advisors, LLC | 0.09% | No change | 4,277 | $431K |
| 1900 Wealth Management LLC | 0.04% | New | 4,238 | $427K |
| New Wave Wealth Advisors LLC | 0.23% | — | 4,214 | $424K |
| Sunbelt Securities, Inc. | 0.04% | Add +116.8% | 4,157 | $419K |
| Trilogy Capital Inc. | 0.02% | Reduce -52.5% | 4,136 | $417K |
| Lwmg, LLC | 0.09% | Reduce -1.6% | 4,106 | $413K |
| Opes Wealth Management LLC | 0.09% | No change | 4,102 | $413K |
| Zazove Associates LLC | 0.73% | New | 4,100 | $413K |
| Mosley Wealth Management | 0.34% | New | 4,000 | $403K |
| Wittenberg Investment Management, Inc. | 0.14% | Add +33.3% | 4,000 | $403K |
| Continuum Advisory, LLC | 0.06% | Add +0.1% | 3,981 | $401K |
| Apollon Wealth Management, LLC | 0.01% | New | 3,891 | $392K |
| Diversified Portfolios, Inc. | 0.05% | New | 3,822 | $385K |
| Prospera Financial Services Inc | 0.01% | Reduce -12.0% | 3,814 | $384K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Reduce -13.6% | 3,800 | $383K |
| Arkfeld Wealth Strategies, L.L.C. | 0.19% | Add +1.3% | 3,801 | $382K |
| Weaver Consulting Group | 0.13% | No change | 3,784 | $381K |
| Evoke Wealth, LLC | 0.56% | Reduce -17.1% | 3,765 | $379K |
| IFP Advisors, Inc | 0.01% | Add +211.3% | 3,729 | $376K |
| Smith Anglin Financial, LLC | 0.04% | New | 3,726 | $375K |
| One Capital Management, LLC | 0.01% | Add +0.5% | 3,692 | $372K |
| Jessup Wealth Management, Inc | 0.16% | New | 3,645 | $367K |
| Hanover Advisors Inc. | 0.16% | Reduce -22.7% | 3,637 | $366K |
| Trust Co | 0.05% | New | 3,625 | $365K |
| Retirement Investment Advisors, Inc. | 0.04% | — | 3,601 | $363K |
| Claro Advisors Inc. | 0.06% | Add +32.6% | 3,521 | $355K |
| Fisher Asset Management | 0.00% | New | 3,490 | $351K |
| Long Run Wealth Advisors, LLC | 0.09% | New | 3,471 | $350K |
| EFG Asset Management (Americas) Corp. | 0.07% | New | 3,457 | $348K |
| IHT Wealth Management, LLC | 0.01% | Reduce -66.4% | 3,456 | $348K |
| Transform Wealth, LLC | 0.03% | New | 3,450 | $347K |
| Ancora Advisors LLC | 0.01% | Add +47.3% | 3,439 | $346K |
| Vertex Planning Partners, LLC | 0.09% | Reduce -19.9% | 3,401 | $343K |
| WT Wealth Management | 0.12% | Reduce -3.6% | 3,400 | $342K |
| Fifth Third Bancorp | 0.00% | Add +42400.0% | 3,400 | $342K |
| Lincoln Capital Corp. | 0.14% | Reduce -80.9% | 3,289 | $331K |
| United Community Bank | 0.13% | Add +14.1% | 3,222 | $324K |
| Independent Financial Group, LLC | 0.01% | Add +3.3% | 3,202 | $323K |
| Cable Car Capital, LP | 0.35% | New | 3,143 | $317K |
| Coombe, Bender & Co LLC | 0.19% | New | 3,126 | $315K |
| Encompass More Asset Management | 0.22% | Reduce -53.8% | 3,125 | $315K |
| Provident Investment Management, Inc. | 0.03% | Reduce -12.6% | 3,118 | $314K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 3,068 | $309K |
| Sprott Inc. | 0.02% | Reduce -27.2% | 3,004 | $303K |
| Meritage Portfolio Management | 0.02% | Reduce -12.7% | 2,964 | $299K |
| First National Trust Co | 0.01% | Add +31.5% | 2,956 | $298K |
| National Bank of Canada | 0.00% | Add +45.5% | 2,963 | $297K |
| Peregrine Asset Advisers, Inc. | 0.12% | New | 2,928 | $295K |
| First Foundation Advisors | 0.01% | Add +29.5% | 2,907 | $293K |
| AIMZ Investment Advisors, LLC | 0.10% | New | 2,800 | $282K |
| DMC Group, LLC | 0.24% | New | 2,740 | $276K |
| Ogorek Anthony Joseph /NY/ | 0.10% | New | 2,736 | $275K |
| 4J Wealth Management LLC | 0.23% | Reduce -47.9% | 2,725 | $274K |
| Ridgepath Capital Management LLC | 0.27% | Reduce -77.0% | 2,725 | $274K |
| Whalen Wealth Management Inc. | 0.22% | Reduce -10.2% | 2,696 | $272K |
| J. Safra Sarasin Holding AG | 0.01% | — | 2,696 | $272K |
| Baxter Bros Inc. | 0.04% | Add +1.3% | 2,655 | $267K |
| Synovus Financial Corp. | 0.00% | No change | 2,648 | $267K |
| Oarsman Capital, Inc. | 0.06% | No change | 2,575 | $259K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +1.6% | 2,561 | $258K |
| Virtue Capital Management, LLC | 0.04% | Reduce -32.0% | 2,560 | $258K |
| Symphony Financial, Ltd. Co. | 0.05% | Add +0.0% | 2,552 | $257K |
| Kings Path Partners LLC | 0.12% | — | 2,501 | $252K |
| Northland Capital Management LLC | 0.18% | New | 2,500 | $252K |
| Rothschild Wealth LLC | 0.08% | New | 2,484 | $250K |
| United Advisor Group, LLC | 0.08% | Reduce -23.5% | 2,469 | $249K |
| Transatlantique Private Wealth LLC | 0.10% | Reduce -87.0% | 2,474 | $247K |
| Quantum Capital Management, LLC / NJ | 0.03% | Reduce -27.7% | 2,431 | $245K |
| Harbour Investments, Inc. | 0.01% | Add +0.6% | 2,393 | $241K |
| Coyle Financial Counsel LLC | 0.09% | No change | 2,374 | $239K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -22.8% | 2,355 | $237K |
| Quadrant Private Wealth Management, LLC | 0.05% | Reduce -56.6% | 2,329 | $235K |
| Insight Advisors, LLC/ PA | 0.04% | Reduce -2.5% | 2,325 | $234K |
| Crane Advisory, LLC | 0.04% | New | 2,314 | $232K |
| B.O.S.S. Retirement Advisors, LLC | 0.06% | New | 2,246 | $226K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +0.6% | 2,227 | $224K |
| Sightline Wealth Advisors, LLC | 0.14% | New | 2,215 | $223K |
| Diversify Wealth Management, LLC | 0.03% | — | 2,215 | $222K |
| Spire Wealth Management | 0.01% | Add +1.4% | 2,192 | $221K |
| Private Trust Co. NA | 0.02% | Reduce -39.4% | 2,190 | $221K |
| Second Half Financial Partners, LLC | 0.18% | New | 2,183 | $220K |
| Ehrlich Financial Group | 0.17% | Reduce -1.4% | 2,170 | $219K |
| Sanders Morris Harris LLC | 0.04% | New | 2,129 | $214K |
| Strata Wealth Advisors, LLC | 0.07% | New | 2,121 | $214K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 2,099 | $211K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -2.3% | 2,096 | $211K |
| B&D White Capital Company, LLC | 0.04% | No change | 2,088 | $210K |
| Financial Counselors Inc. | 0.00% | No change | 2,079 | $209K |
| WealthCollab, LLC | 0.15% | Add +1.3% | 2,066 | $208K |
| Bond & Devick Financial Network, Inc. | 0.11% | No change | 2,057 | $207K |
| Kingfisher Capital LLC | 0.05% | Reduce -64.6% | 2,054 | $207K |
| Traynor Capital Management, Inc. | 0.02% | New | 2,030 | $204K |
| Renasant Bank | 0.14% | Reduce -14.3% | 2,000 | $201K |
| Park Place Capital Corp | 0.06% | No change | 2,000 | $201K |
| Williams Jones Wealth Management, LLC. | 0.00% | New | 2,000 | $201K |
| Armor Investment Advisors, LLC | 0.09% | No change | 1,994 | $201K |
| Oliver Lagore Vanvalin Investment Group | 0.06% | Reduce -88.1% | 1,935 | $195K |
| Community Bank, N.A. | 0.03% | Reduce -8.2% | 1,903 | $192K |
| Mather Group, Llc. | 0.00% | Add +44.1% | 1,881 | $189K |
| Bruce G. Allen Investments, LLC | 0.15% | Add +3.6% | 1,822 | $183K |
| Avior Wealth Management, LLC | 0.01% | Reduce -46.2% | 1,632 | $164K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +60.8% | 1,585 | $160K |
| Ridgewood Investments LLC | 0.08% | New | 1,578 | $159K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.23% | Add +22.3% | 1,571 | $158K |
| Bell Investment Advisors, Inc | 0.03% | No change | 1,559 | $157K |
| General Partner, Inc. | 0.09% | No change | 1,400 | $141K |
| Aviso Financial Inc. | 0.01% | — | 1,385 | $139K |
| Baldwin Wealth Partners LLC | 0.01% | No change | 1,350 | $136K |
| HBW Advisory Services LLC | 0.02% | Reduce -25.4% | 1,315 | $132K |
| Creekmur Asset Management LLC | 0.03% | Reduce -79.5% | 1,267 | $128K |
| WealthShield Partners, LLC | 0.02% | No change | 1,221 | $123K |
| Contravisory Investment Management, Inc. | 0.02% | Reduce -60.7% | 1,075 | $108K |
| Richard W. Paul & Associates, LLC | 0.04% | No change | 996 | $100K |
| Chesapeake Asset Management LLC | 0.09% | New | 921 | $93K |
| Dagco, Inc. | 0.04% | New | 909 | $92K |
| LRI Investments, LLC | 0.01% | New | 808 | $81K |
| Parallel Advisors, LLC | 0.00% | Add +938.7% | 779 | $78K |
| Robinswood Financial LLC | 0.03% | No change | 755 | $76K |
| Financial Management Professionals, Inc. | 0.01% | Reduce -14.2% | 750 | $76K |
| Strengthening Families & Communities, LLC | 0.02% | Reduce -70.0% | 652 | $66K |
| Boyd Watterson Asset Management LLC | 0.02% | New | 646 | $65K |
| Carmichael Hill & Associates, Inc. | 0.03% | Add +106.4% | 611 | $62K |
| Painted Porch Advisors LLC | 0.03% | New | 596 | $60K |
| McIlrath & Eck, LLC | 0.01% | Add +12.7% | 559 | $56K |
| Citigroup Inc. | 0.00% | Reduce -61.3% | 512 | $52K |
| Franklin Resources Inc. | 0.00% | Add +11800.0% | 476 | $48K |
| Signaturefd, LLC | 0.00% | New | 475 | $48K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.7% | 432 | $44K |
| GHP Investment Advisors, Inc. | 0.00% | Add +6.8% | 425 | $43K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -8.7% | 421 | $42K |
| FWL Investment Management, LLC | 0.02% | No change | 404 | $41K |
| Arax Advisory Partners | 0.00% | Reduce -17.3% | 392 | $39K |
| TCTC Holdings, LLC | 0.00% | No change | 392 | $39K |
| Maryland Capital Advisors Inc. | 0.02% | Add +1.1% | 359 | $36K |
| Coppell Advisory Solutions LLC | 0.01% | — | 305 | $31K |
| Larson Financial Group LLC | 0.00% | Add +0.0% | 305 | $31K |
| FMR LLC | 0.00% | Add +106.8% | 302 | $30K |
| Asset Dedication, LLC | 0.00% | New | 298 | $30K |
| Caldwell Sutter Capital, Inc. | 0.01% | New | 250 | $25K |
| Planning Capital Management Corp | 0.01% | Reduce -38.3% | 171 | $17K |
| Blair William & Co. | 0.00% | Add +70.7% | 157 | $16K |
| PSI Advisors, LLC | 0.00% | No change | 154 | $16K |
| TruNorth Capital Management, LLC | 0.00% | New | 120 | $12K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 118 | $12K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 113 | $11K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 98 | $10K |
| Bessemer Group Inc. | 0.00% | New | 88 | $9K |
| WFA of San Diego, LLC | 0.01% | — | 84 | $8K |
| Penserra Capital Management LLC | 0.00% | New | 79 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 70 | $7K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | New | 63 | $6K |
| JNBA Financial Advisors | 0.00% | New | 59 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 54 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 54 | $5K |
| AdvisorNet Financial, Inc | 0.00% | Add +8.5% | 51 | $5K |
| Hoey Investments, Inc. | 0.00% | New | 44 | $4K |
| Triad Wealth Partners, LLC | 0.00% | New | 38 | $4K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -2.6% | 37 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 26 | $3K |
| Concord Wealth Partners | 0.00% | No change | 25 | $3K |
| Camelot Portfolios, LLC | 0.00% | New | 24 | $2K |
| Ulland Investment Advisors, LLC | 0.00% | Reduce -90.0% | 10 | $1K |
| American National Bank & Trust | 0.00% | New | 8 | $806 |
| Lynx Investment Advisory | 0.00% | — | 5 | $504 |
| Semmax Financial Advisors Inc. | 0.00% | Reduce -91.7% | 5 | $481 |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 4 | $403 |
| Raleigh Capital Management Inc. | 0.00% | Reduce -99.9% | 1 | $93 |
"% 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.