iShares 0-3 Month Treasury BSGOVETF
13F holders, Q3 2024 (September 30)693holders +43
94new positions
49sold out
5famous investors
$100.06avg. 13F price*
At the end of Q3 2024, 693 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 43 from Q2 2024. 94 opened new positions and 49 sold out. The largest holders were Morgan Stanley ($502.9M), Bank of America Corp. ($341.7M) and LPL Financial LLC ($304.7M). 5 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.1% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 94 | $247.5M |
| Exits | 49 | $77.6M |
All 13F filers, Q2 2024 → Q3 2024: 14,886,297 shares bought and 12,875,897 shares sold, net +2,010,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 693 holders
| Morgan Stanley | 0.04% | Add +13.4% | 4,992,984 | $502.9M |
| Bank of America Corp. | 0.03% | Reduce -9.7% | 3,392,516 | $341.7M |
| LPL Financial LLC | 0.14% | Add +4.5% | 3,025,475 | $304.7M |
| Raymond James & Associates | 0.12% | Add +61.2% | 1,895,834 | $190.9M |
| Partners Capital Investment Group, LLP | 2.94% | Add +9.1% | 1,827,447 | $184.1M |
| NorthRock Partners, LLC | 5.54% | Add +1.4% | 1,669,502 | $168.2M |
| Equity Investment Corp. | 3.90% | Add +4.3% | 1,665,872 | $167.8M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.9% | 1,642,687 | $165.5M |
| Stuart Chaussee & Associates, Inc. | 38.77% | Add +7.5% | 1,466,198 | $147.7M |
| Northwestern Mutual Wealth Management Co. | 0.13% | Add +8.4% | 1,461,831 | $147.2M |
| Lake Street Advisors Group, LLC | 5.89% | Add +40.3% | 1,263,965 | $127.3M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.7% | 1,199,938 | $120.9M |
| Woodley Farra Manion Portfolio Management Inc. | 5.99% | Reduce -3.1% | 1,181,167 | $119.0M |
| Cerity Partners LLC | 0.26% | Add +110.3% | 1,174,783 | $118.3M |
| Confluence Investment Management LLC | 1.45% | Reduce -19.9% | 1,080,467 | $108.8M |
| Awm Capital, LLC | 12.93% | Add +60.8% | 1,063,470 | $107.1M |
| Captrust Financial Advisors | 0.31% | Reduce -16.1% | 1,045,570 | $105.3M |
| Balentine LLC | 4.09% | Add +73.2% | 1,029,744 | $103.7M |
| BlackRock, Inc. | 0.00% | — | 1,024,622 | $103.2M |
| Cresset Asset Management, LLC | 0.37% | Add +2.3% | 953,887 | $96.1M |
| GM Advisory Group, LLC | 5.76% | Add +25.4% | 953,802 | $96.1M |
| Ameriprise Financial Inc. | 0.02% | Reduce -25.5% | 908,622 | $96.0M |
| UBS Group AG | 0.03% | Reduce -22.8% | 936,465 | $94.3M |
| Royal Bank of Canada | 0.02% | Reduce -47.0% | 926,043 | $93.3M |
| Prudential Financial Inc. | 0.13% | Add +10.3% | 889,926 | $89.6M |
| Cambridge Investment Research Advisors, Inc. | 0.29% | Add +20.9% | 857,127 | $86.3M |
| Osaic Holdings, Inc. | 0.19% | Add +12.9% | 851,750 | $85.8M |
| Renaissance Technologies | 0.13% | Add +6.8% | 830,300 | $83.6M |
| Cetera Investment Advisers | 0.18% | Add +6.1% | 825,903 | $83.2M |
| Lee Johnson Capital Management, LLC | 41.00% | Reduce -4.9% | 791,590 | $79.7M |
| Blue Trust, Inc. | 0.96% | Add +53.2% | 734,134 | $73.9M |
| AlphaStar Capital Management, LLC | 5.78% | Add +57.1% | 1,002,231 | $72.8M |
| Rockefeller Capital Management L.P. | 0.20% | Add +27.0% | 719,537 | $72.5M |
| Resonant Capital Advisors, LLC | 5.21% | Add +3.7% | 703,452 | $70.9M |
| Peapack Gladstone Financial Corp. | 1.02% | Add +16.9% | 702,509 | $70.8M |
| Millennium Management | 0.06% | Add +44.3% | 686,312 | $69.1M |
| Wealth Enhancement Advisory Services, LLC | 0.15% | Add +37.5% | 683,003 | $68.8M |
| CX Institutional | 2.69% | Add +180.7% | 600,765 | $60.5M |
| Wellspring Financial Advisors, LLC | 7.14% | Add +275.2% | 593,863 | $59.8M |
| Axxcess Wealth Management, LLC | 1.50% | Add +4.8% | 591,099 | $59.5M |
| Punch Card Management L.P. | 17.49% | No change | 581,100 | $58.5M |
| Bleakley Financial Group, LLC | 1.75% | Add +8.9% | 568,446 | $57.3M |
| Stifel Financial Corp. | 0.06% | Add +4.3% | 554,976 | $55.9M |
| AE Wealth Management LLC | 0.50% | Add +9.1% | 551,681 | $55.6M |
| Stratos Wealth Advisors, LLC | 2.45% | Reduce -10.7% | 530,789 | $53.5M |
| Raffa Wealth Management, LLC | 12.38% | Add +136.9% | 509,149 | $51.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 500,000 | $50.4M |
| Privium Fund Management (UK) Ltd | 91.74% | New | 500,000 | $50.2M |
| Exencial Wealth Advisors, LLC | 1.79% | Reduce -7.4% | 493,161 | $49.7M |
| Focus Partners Wealth | 0.15% | Reduce -26.2% | 468,152 | $47.2M |
| Neuberger Berman Group LLC | 0.03% | Add +20.0% | 420,555 | $42.4M |
| Efficient Frontier Advisors LLC | 27.03% | Add +8.4% | 414,613 | $41.8M |
| Sanctuary Advisors, LLC | 0.26% | Add +60.4% | 411,387 | $41.4M |
| Vigilare Wealth Management | 15.77% | Add +216.1% | 387,234 | $39.0M |
| Corient Private Wealth LP | 0.06% | Add +0.7% | 385,401 | $38.8M |
| Synergy Asset Management, LLC | 5.76% | Reduce -0.2% | 376,142 | $37.9M |
| Sequoia Financial Advisors, LLC | 0.40% | Add +11.8% | 372,150 | $37.5M |
| First Wilshire Securities Management Inc. | 10.44% | Add +30.1% | 368,805 | $37.1M |
| Creative Planning | 0.04% | Reduce -5.9% | 365,221 | $36.8M |
| Focused Wealth Management, Inc | 4.95% | Reduce -5.5% | 364,732 | $36.7M |
| Sollinda Capital Management LLC | 10.33% | Add +41.0% | 363,480 | $36.6M |
| Bank of New York Mellon Corp | 0.01% | Add +3.3% | 356,670 | $35.9M |
| HighTower Advisors, LLC | 0.05% | Reduce -8.8% | 355,244 | $35.8M |
| Vickerman Investment Advisors, Inc. | 10.33% | Add +25.2% | 348,948 | $35.1M |
| Waverly Advisors, LLC | 0.64% | Add +12.7% | 345,403 | $34.8M |
| Elm Partners Management LLC | 2.49% | Reduce -40.4% | 345,335 | $34.8M |
| Mariner, LLC | 0.06% | Add +21.7% | 341,442 | $34.4M |
| Advisors Capital Management, LLC | 0.53% | Add +2.9% | 321,392 | $32.4M |
| One Day In July LLC | 3.50% | Add +42.0% | 308,724 | $31.1M |
| Tortoise Investment Management, LLC | 3.20% | Reduce -4.5% | 304,495 | $30.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -6.1% | 295,525 | $29.8M |
| Opus Capital Group, LLC | 3.59% | Add +12.7% | 284,999 | $28.7M |
| Titleist Asset Management, LLC | 4.09% | Add +4.3% | 280,611 | $28.3M |
| Almanack Investment Partners, LLC. | 4.42% | Add +31.7% | 279,237 | $28.1M |
| Traphagen Investment Advisors LLC | 2.83% | Reduce -5.3% | 278,101 | $28.0M |
| United Capital Financial Advisors, LLC | 0.23% | Add +2.2% | 273,947 | $27.6M |
| BML Capital Management, LLC | 16.00% | No change | 270,000 | $27.2M |
| M. Kulyk & Associates, LLC | 5.21% | Add +73.2% | 257,278 | $25.9M |
| Cornerstone Enterprises, LLC | 16.12% | Reduce -2.3% | 255,589 | $25.7M |
| Full Sail Capital, LLC | 1.65% | Add +14.6% | 255,235 | $25.7M |
| Stephens Inc. | 0.36% | Add +21.9% | 250,270 | $25.2M |
| Selective Wealth Management, Inc. | 10.44% | Add +36.5% | 250,275 | $25.1M |
| Orion Capital Management LLC | 12.04% | Add +54.8% | 245,982 | $24.8M |
| Mader & Shannon Wealth Management, Inc. | 14.19% | Reduce -24.5% | 242,340 | $24.4M |
| Aveo Capital Partners, LLC | 2.58% | Add +11.0% | 241,344 | $24.3M |
| Pecaut & Co. | 8.43% | Reduce -26.0% | 236,042 | $23.8M |
| Susquehanna International Group, LLP | 0.04% | Add +478.3% | 235,571 | $23.7M |
| Wells Fargo & Company | 0.01% | Reduce -16.7% | 227,032 | $22.9M |
| Kohmann Bosshard Financial Services, LLC | 2.66% | Add +10.3% | 212,514 | $21.4M |
| Quaker Wealth Management, LLC | 7.82% | — | 211,752 | $21.3M |
| Allworth Financial LP | 0.13% | Reduce -7.2% | 211,456 | $21.3M |
| NorthCoast Asset Management LLC | 0.15% | Add +132.6% | 322,359 | $21.2M |
| RFG Advisory, LLC | 0.63% | Reduce -4.3% | 204,268 | $20.6M |
| Kingsview Wealth Management, LLC | 0.43% | Reduce -3.3% | 201,912 | $20.3M |
| Centaurus Financial, Inc. | 1.29% | Add +1.9% | 201,260 | $20.3M |
| Slow Capital, Inc. | 3.08% | Reduce -8.9% | 199,592 | $20.1M |
| Atria Investments, Inc | 0.25% | Add +11.4% | 198,760 | $20.0M |
| Scotia Capital Inc. | 0.11% | Add +231.6% | 197,337 | $19.9M |
| IFS Advisors, LLC | 15.72% | Add +7.6% | 197,113 | $19.9M |
| Moneco Advisors, LLC | 2.47% | Add +1503.5% | 196,734 | $19.8M |
| Laurel Wealth Advisors LLC | 3.18% | Add +9.7% | 196,363 | $19.8M |
| Brookstone Capital Management | 0.29% | Add +26.1% | 195,373 | $19.7M |
| Trek Financial, LLC | 1.46% | Reduce -1.3% | 193,032 | $19.4M |
| Cynosure Group, LLC | 2.80% | Add +35.8% | 190,895 | $19.2M |
| MML Investors Services, LLC | 0.07% | Add +15.3% | 184,915 | $18.6M |
| Armstrong Advisory Group, Inc. | 1.54% | Add +1201.8% | 184,848 | $18.6M |
| Cwm, LLC | 0.08% | Reduce -24.3% | 182,475 | $18.4M |
| Wedbush Securities Inc. | 0.68% | Add +23.3% | 182,132 | $18.3M |
| Private Advisor Group, LLC | 0.11% | Add +3.7% | 180,714 | $18.2M |
| Truist Financial Corp. | 0.03% | Reduce -2.3% | 179,866 | $18.1M |
| Meeder Advisory Services, Inc. | 1.17% | New | 178,657 | $18.0M |
| Kestra Advisory Services, LLC | 0.10% | Reduce -2.0% | 178,290 | $18.0M |
| Ursa Fund Management, LLC | 55.04% | Add +32.3% | 177,300 | $17.9M |
| Spinnaker Trust | 1.08% | Add +4.8% | 174,752 | $17.6M |
| Hamilton Capital Partners Inc. | 1.51% | New | 173,148 | $17.4M |
| Citadel Advisors | 0.02% | Add +751.6% | 169,708 | $17.1M |
| Composition Wealth, LLC | 0.39% | Add +599.0% | 169,215 | $17.0M |
| Commonwealth Equity Services, LLC | 0.03% | Add +11.3% | 167,959 | $16.9M |
| Prudent Investors Network, Inc. | 5.19% | Add +29.6% | 167,906 | $16.9M |
| Envestnet Portfolio Solutions, Inc. | 0.05% | Reduce -6.9% | 159,878 | $16.1M |
| Stonekeep Investments, LLC | 12.32% | No change | 158,412 | $16.0M |
| Omnia Family Wealth, LLC | 6.63% | Reduce -23.7% | 153,599 | $15.5M |
| Atria Wealth Solutions, Inc. | 0.17% | Reduce -28.5% | 153,329 | $15.4M |
| Bangor Savings Bank | 1.44% | Add +23.3% | 151,532 | $15.3M |
| Westfuller Advisors, LLC | 10.94% | — | 151,343 | $15.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.03% | Reduce -5.4% | 151,292 | $15.2M |
| Impact Partnership Wealth, LLC | 3.42% | Add +2.4% | 150,375 | $15.1M |
| Flow Traders U.S. LLC | 0.76% | Add +517.5% | 148,683 | $15.0M |
| VitalStone Financial, LLC | 10.12% | Reduce -4.4% | 147,422 | $14.8M |
| Smithfield Trust Co | 0.72% | Add +13.6% | 146,153 | $14.7M |
| Crescent Grove Advisors, LLC | 1.49% | Reduce -11.8% | 145,153 | $14.6M |
| Nottingham Advisors, Inc. | 1.59% | Reduce -4.5% | 143,055 | $14.4M |
| Perigon Wealth Management, LLC | 0.38% | Reduce -22.3% | 140,460 | $14.1M |
| Eagle Ridge Investment Management | 1.24% | Add +5.2% | 139,818 | $14.1M |
| Farnam Financial LLC | 15.39% | — | 139,221 | $14.0M |
| Kathleen S. Wright Associates Inc. | 5.70% | Reduce -2.3% | 137,107 | $13.8M |
| Strait & Sound Wealth Management LLC | 6.69% | Reduce -14.7% | 136,628 | $13.8M |
| Cornerstone Advisors Asset Management, LLC | 3.01% | New | 135,281 | $13.6M |
| Advisors Preferred, LLC | 2.07% | Add +5.8% | 135,620 | $13.6M |
| Avantax Advisory Services, Inc. | 0.09% | Reduce -17.9% | 134,431 | $13.5M |
| Sterling Investment Advisors LLC | 7.52% | Add +6.7% | 132,775 | $13.4M |
| VestGen Investment Management | 3.72% | Reduce -11.4% | 131,721 | $13.3M |
| Woodmont Investment Counsel LLC | 1.00% | Reduce -10.9% | 131,361 | $13.2M |
| Dominguez Wealth Management Solutions, Inc. | 9.55% | Add +4.1% | 131,016 | $13.2M |
| Five Oceans Advisors | 6.07% | Add +149.4% | 125,881 | $12.7M |
| Titan Managers, LLC | 19.85% | Add +0.1% | 125,353 | $12.6M |
| Deane Retirement Strategies, Inc. | 5.95% | Reduce -13.2% | 121,117 | $12.2M |
| Smith, Moore & Co. | 1.14% | Add +149.5% | 118,861 | $12.0M |
| Blume Capital Management, Inc. | 2.70% | New | 118,487 | $11.9M |
| Steward Partners Investment Advisory, LLC | 0.11% | Reduce -20.2% | 118,369 | $11.9M |
| Emprise Bank | 6.82% | Add +12.9% | 117,552 | $11.8M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -73.5% | 116,308 | $11.7M |
| Altiora Financial Group, LLC | 2.58% | Reduce -19.8% | 116,040 | $11.7M |
| Smith Anglin Financial, LLC | 1.12% | Add +2995.0% | 115,320 | $11.6M |
| Clearstead Advisors, LLC | 0.18% | Reduce -12.1% | 113,023 | $11.4M |
| Trajan Wealth LLC | 0.67% | Add +17.0% | 112,424 | $11.3M |
| Heck Capital Advisors, LLC | 1.30% | Reduce -6.1% | 112,121 | $11.3M |
| Greenwich Wealth Management LLC | 0.76% | Add +33.6% | 111,326 | $11.2M |
| Hilltop Holdings Inc. | 0.72% | Add +175.3% | 110,177 | $11.1M |
| CWA Asset Management Group, LLC | 0.58% | — | 107,791 | $10.9M |
| Buck Wealth Strategies, LLC | 3.26% | Reduce -13.9% | 102,811 | $10.4M |
| Cypress Capital, LLC | 2.66% | Add +2.0% | 102,409 | $10.3M |
| Oppenheimer Asset Management Inc. | 0.12% | Reduce -9.8% | 102,341 | $10.3M |
| Segall Bryant & Hamill, LLC | 0.14% | New | 102,279 | $10.3M |
| Mgo One Seven LLC | 0.45% | Reduce -22.9% | 102,277 | $10.3M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +45.0% | 101,520 | $10.2M |
| Orion Portfolio Solutions, LLC | 0.10% | Add +45.0% | 101,520 | $10.2M |
| Castle Rock Wealth Management, LLC | 2.39% | Add +47.4% | 99,846 | $10.0M |
| Flagship Harbor Advisors, LLC | 0.55% | Add +134.7% | 99,107 | $10.0M |
| Highland Financial Advisors, LLC | 3.53% | Add +6.1% | 98,742 | $9.9M |
| RMR Capital Management, LLC | 8.35% | Reduce -6.6% | 97,516 | $9.8M |
| US Bancorp \de | 0.01% | Reduce -6.3% | 95,711 | $9.6M |
| Fortis Group Advisors, LLC | 1.77% | Reduce -0.9% | 94,940 | $9.6M |
| Baker Ellis Asset Management LLC | 1.35% | Add +6.4% | 94,896 | $9.6M |
| Anson Capital, Inc. | 8.39% | Add +31.4% | 93,283 | $9.4M |
| Pathstone Holdings, LLC | 0.04% | Reduce -63.1% | 93,232 | $9.4M |
| Mascoma Wealth Management LLC | 2.31% | Reduce -25.1% | 92,035 | $9.3M |
| Vivid Wealth Management, LLC | 4.79% | Add +10.2% | 91,077 | $9.2M |
| Clear Creek Financial Management, LLC | 1.03% | Add +17.6% | 90,422 | $9.1M |
| Jane Street Group, LLC | 0.01% | Reduce -46.6% | 90,115 | $9.1M |
| Sowell Financial Services LLC | 0.42% | Add +2.3% | 89,943 | $9.1M |
| CENTRAL TRUST Co | 0.21% | Add +2.9% | 89,764 | $9.0M |
| Acute Investment Advisory, LLC | 5.17% | Reduce -1.4% | 89,354 | $9.0M |
| Bridge Advisory, LLC | 4.26% | Reduce -16.3% | 88,865 | $9.0M |
| Ashton Thomas Private Wealth, LLC | 0.47% | Add +287.3% | 88,058 | $8.9M |
| Valmark Advisers, Inc. | 0.14% | Add +27.9% | 87,850 | $8.8M |
| Fiduciary Financial Group, LLC | 2.01% | Add +6.1% | 87,011 | $8.7M |
| Cibc World Market Inc. | 0.02% | Add +6.2% | 86,719 | $8.7M |
| Signet Financial Management, LLC | 1.09% | Add +5.0% | 84,977 | $8.6M |
| Strategic Advisors LLC | 1.54% | Add +119.8% | 81,911 | $8.3M |
| Leavell Investment Management, Inc. | 0.40% | Add +3.1% | 79,034 | $8.0M |
| Curi Capital, LLC | 0.18% | Reduce -24.8% | 78,180 | $7.9M |
| St Germain D J Co. Inc. | 0.36% | Reduce -4.4% | 78,156 | $7.9M |
| GTS Securities LLC | 0.16% | Add +12.9% | 77,755 | $7.8M |
| Watchman Group, Inc. | 2.03% | Add +59.6% | 77,161 | $7.8M |
| Stratos Wealth Partners, LTD. | 0.11% | Add +15.4% | 76,261 | $7.7M |
| Wealthfront Advisers LLC | 0.02% | Add +4.5% | 75,095 | $7.6M |
| Lincoln Capital Corp. | 2.93% | Add +2065.4% | 71,219 | $7.2M |
| Americana Partners, LLC | 0.49% | Add +37.0% | 71,074 | $7.2M |
| Sigma Planning Corp | 0.22% | Add +2.5% | 70,746 | $7.1M |
| Commonwealth Financial Services, LLC | 1.38% | Add +227.1% | 69,458 | $7.0M |
| Clayton Partners LLC | 4.93% | Reduce -30.4% | 67,942 | $6.8M |
| Sound Financial Strategies Group, LLC | 5.49% | Reduce -70.0% | 67,837 | $6.8M |
| Worth Asset Management, LLC | 3.70% | Reduce -74.7% | 67,517 | $6.8M |
| Geneos Wealth Management Inc. | 0.26% | Add +12.2% | 66,469 | $6.7M |
| Econ Financial Services Corp | 3.71% | New | 65,769 | $6.6M |
| B&D White Capital Company, LLC | 1.14% | Add +3041.2% | 65,588 | $6.6M |
| Willow Creek Wealth Management Inc. | 0.69% | Add +10.3% | 65,129 | $6.6M |
| Lido Advisors, LLC | 0.05% | Add +73.1% | 64,602 | $6.5M |
| Tidal Investments LLC | 0.07% | Add +91.2% | 64,674 | $6.5M |
| Studio Investment Management LLC | 1.36% | Reduce -4.5% | 64,278 | $6.5M |
| Brasada Capital Management, LP | 1.13% | Reduce -25.0% | 64,492 | $6.5M |
| Horizon Investments, LLC | 0.17% | Reduce -0.5% | 64,643 | $6.5M |
| Heritage Wealth Management, Inc./Texas | 3.67% | Reduce -1.3% | 62,869 | $6.3M |
| Destination Wealth Management | 0.19% | Add +1.5% | 61,458 | $6.2M |
| NewEdge Advisors, LLC | 0.04% | Reduce -11.6% | 60,855 | $6.1M |
| CIBC Private Wealth Group LLC | 0.01% | Add +60.3% | 60,166 | $6.1M |
| Ackerman Capital Advisors, LLC | 1.56% | Reduce -24.6% | 59,950 | $6.0M |
| Arjuna Capital | 1.54% | Add +10.3% | 59,073 | $5.9M |
| Ade, LLC | 3.65% | Add +738.8% | 59,017 | $5.9M |
| Portland Global Advisors LLC | 0.75% | Add +71.6% | 58,883 | $5.9M |
| Founders Financial Securities LLC | 0.55% | Reduce -0.6% | 58,688 | $5.9M |
| Beacon Capital Management, LLC | 0.82% | Add +118.2% | 57,515 | $5.8M |
| Diversified Trust Co. | 0.15% | No change | 57,434 | $5.8M |
| Koa Wealth Management, LLC | 4.44% | Reduce -9.9% | 57,042 | $5.7M |
| Integrated Wealth Concepts LLC | 0.07% | Add +3.4% | 56,792 | $5.7M |
| Diversify Advisory Services, LLC | 0.31% | Add +51.9% | 56,668 | $5.7M |
| Evermay Wealth Management LLC | 0.89% | Reduce -78.3% | 55,077 | $5.5M |
| Campbell Wealth Management | 0.48% | Reduce -11.3% | 53,949 | $5.4M |
| Hubbell Strickland Wealth Management, LLC | 2.54% | Reduce -5.0% | 53,805 | $5.4M |
| Professional Financial Advisors, LLC | 1.40% | Add +3.2% | 53,691 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +16.8% | 53,162 | $5.4M |
| Evergreen Capital Management LLC | 0.18% | Add +115.0% | 52,289 | $5.3M |
| Advisory Services Network, LLC | 0.11% | No change | 52,030 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -2.0% | 51,766 | $5.2M |
| Warren Street Wealth Advisors, LLC | 2.16% | Add +81.7% | 51,753 | $5.2M |
| ORG Partners LLC | 0.84% | Reduce -38.2% | 51,605 | $5.2M |
| Ameritas Advisory Services, LLC | 0.22% | Add +390.2% | 51,482 | $5.2M |
| Sage Rhino Capital LLC | 1.14% | Add +7.2% | 51,258 | $5.2M |
| Parkside Financial Bank & Trust | 0.72% | Reduce -30.6% | 51,253 | $5.2M |
| Warberg Asset Management LLC | 20.82% | New | 50,455 | $5.1M |
| Cercano Management LLC | 0.12% | Reduce -57.3% | 50,229 | $5.1M |
| Twelve Points Wealth Management LLC | 1.53% | Add +393.6% | 48,247 | $4.9M |
| Equitable Holdings, Inc. | 0.05% | Add +34.7% | 48,222 | $4.9M |
| Marion Wealth Management | 1.27% | Add +4.9% | 47,268 | $4.8M |
| Financial Advisory Partners, LLC | 1.52% | Add +34.5% | 45,409 | $4.6M |
| Townsquare Capital LLC | 0.05% | Add +135.8% | 44,873 | $4.5M |
| Archer Investment Corp | 1.21% | Reduce -28.5% | 44,588 | $4.5M |
| Comerica Bank | 0.02% | Add +42.8% | 44,017 | $4.4M |
| Wisconsin Capital Management LLC | 2.32% | Add +11.3% | 43,837 | $4.4M |
| Stableford Capital II LLC | 1.75% | Reduce -58.5% | 43,681 | $4.4M |
| OneDigital Investment Advisors LLC | 0.05% | Add +35.0% | 43,232 | $4.4M |
| 325 Capital LLC | 1.80% | Reduce -78.3% | 42,184 | $4.2M |
| Flagship Private Wealth, LLC | 2.15% | Reduce -52.1% | 41,516 | $4.2M |
| First Pacific Advisors, LP | 0.06% | New | 41,241 | $4.2M |
| Jmac Enterprises LLC | 0.66% | Add +56.3% | 40,947 | $4.1M |
| Brown Advisory Inc. | 0.01% | Reduce -16.3% | 40,462 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -14.8% | 39,990 | $4.0M |
| Alesco Advisors, LLC, An ESL Co | 0.12% | Reduce -4.4% | 39,867 | $4.0M |
| Ethos Financial Group, LLC | 0.66% | Reduce -2.4% | 39,639 | $4.0M |
| Cary Street Partners Investment Advisory LLC | 0.15% | Add +22.9% | 39,343 | $4.0M |
| Two Sigma Securities, LLC | 0.31% | Add +284.2% | 38,635 | $3.9M |
| Cowa, LLC | 1.85% | Reduce -6.6% | 38,570 | $3.9M |
| Stansberry Asset Management, LLC | 0.52% | Add +9.7% | 38,469 | $3.9M |
| Beaumont Financial Advisors, LLC | 0.30% | Add +22.7% | 38,128 | $3.8M |
| StoneX Group Inc. | 0.28% | Add +112.6% | 37,733 | $3.8M |
| JSF Financial, LLC | 1.11% | Add +2.8% | 37,631 | $3.8M |
| Concurrent Investment Advisors, LLC | 0.11% | Reduce -80.5% | 37,567 | $3.8M |
| Altura Wealth Advisors Inc. | 2.48% | Add +3.3% | 37,524 | $3.8M |
| Relyea Zuckerberg Hanson LLC | 0.56% | Add +183.4% | 36,641 | $3.7M |
| Texas Yale Capital Corp. | 0.16% | Reduce -7.7% | 35,925 | $3.6M |
| Ascentis Wealth Management, LLC | 1.33% | — | 35,222 | $3.5M |
| CW Advisors, LLC | 0.05% | Reduce -8.6% | 35,215 | $3.5M |
| Diversified Portfolios, Inc. | 0.37% | Add +820.9% | 35,195 | $3.5M |
| Congress Asset Management Co. | 0.02% | Reduce -9.3% | 34,884 | $3.5M |
| Guggenheim Capital LLC | 0.02% | Add +32.1% | 33,806 | $3.4M |
| McAdam, LLC | 0.19% | Add +1.8% | 33,732 | $3.4M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Add +9.4% | 33,711 | $3.4M |
| Legacy Edge Advisors, LLC | 0.54% | Add +55.7% | 33,536 | $3.4M |
| Principal Securities, Inc. | 0.08% | Add +51.2% | 33,433 | $3.4M |
| Core Wealth Partners LLC | 2.02% | Add +6.9% | 33,113 | $3.3M |
| HRT Financial LP | 0.02% | New | 32,324 | $3.3M |
| Talisman Wealth Advisors LLC | 3.43% | Reduce -11.7% | 32,303 | $3.3M |
| Greenspring Advisors, LLC | 0.69% | Add +101.2% | 31,262 | $3.1M |
| New Harbor Financial Group, LLC | 0.89% | Reduce -7.9% | 30,772 | $3.1M |
| Strategic Financial Concepts, LLC | 0.98% | Reduce -99.3% | 30,496 | $3.1M |
| Merriman Wealth Management, LLC | 0.12% | Reduce -34.3% | 29,736 | $3.0M |
| Root Financial Partners, LLC | 0.47% | Add +25.9% | 28,970 | $2.9M |
| Farther Finance Advisors, LLC | 0.11% | Add +14.5% | 28,941 | $2.9M |
| Carnegie Investment Counsel | 0.09% | Reduce -11.2% | 28,698 | $2.9M |
| Retireful, LLC | 2.13% | Reduce -13.2% | 28,524 | $2.9M |
| Headinvest, LLC | 0.53% | No change | 28,345 | $2.9M |
| Benjamin Edwards Inc. | 0.04% | New | 28,094 | $2.8M |
| Everstar Asset Management, LLC | 1.93% | — | 27,914 | $2.8M |
| Owen LaRue, LLC | 1.48% | Add +310.6% | 27,692 | $2.8M |
| Sterling Investment Counsel, LLC | 0.98% | Add +44.3% | 27,370 | $2.8M |
| Arete Wealth Advisors, LLC | 0.23% | Add +0.5% | 26,816 | $2.7M |
| Altus Wealth Group LLC | 1.14% | New | 26,575 | $2.7M |
| PFG Investments, LLC | 0.17% | Add +209.7% | 26,545 | $2.7M |
| Klein Pavlis & Peasley Financial, Inc. | 2.11% | Add +39.9% | 26,184 | $2.6M |
| Glen Eagle Advisors, LLC | 0.44% | Reduce -0.5% | 25,898 | $2.6M |
| Hayek Kallen Investment Management | 0.92% | Add +195.6% | 25,890 | $2.6M |
| Betterment LLC | 0.01% | Reduce -28.7% | 25,819 | $2.6M |
| Simon Quick Advisors, LLC | 0.16% | Reduce -21.1% | 25,524 | $2.6M |
| Rothschild Investment LLC | 0.17% | Reduce -0.4% | 25,324 | $2.6M |
| Pinnacle Wealth Management Group, Inc. | 1.61% | Reduce -72.1% | 25,279 | $2.5M |
| Beacon Financial Group | 0.28% | Add +9.4% | 25,073 | $2.5M |
| Prelude Capital Management, LLC | 0.19% | No change | 25,000 | $2.5M |
| Sumitomo Mitsui Financial Group, Inc. | 0.06% | Reduce -24.3% | 24,773 | $2.5M |
| HHM Wealth Advisors, LLC | 0.35% | Add +13.7% | 24,474 | $2.5M |
| First Foundation Advisors | 0.09% | Add +736.3% | 24,312 | $2.4M |
| Guidance Capital, Inc. | 0.75% | Reduce -10.3% | 23,708 | $2.4M |
| Transamerica Financial Advisors, LLC | 0.22% | Add +139.6% | 22,870 | $2.3M |
| Shepherd Kaplan Krochuk, LLC | 1.70% | Add +28.2% | 22,431 | $2.3M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Reduce -57.4% | 21,903 | $2.2M |
| Successful Portfolios LLC | 1.45% | Add +31.1% | 21,243 | $2.1M |
| Waterfront Wealth Inc. | 0.52% | Reduce -13.7% | 21,242 | $2.1M |
| Haverford Trust Co | 0.02% | No change | 21,110 | $2.1M |
| Private Advisory Group LLC | 0.26% | New | 20,866 | $2.1M |
| Realta Investment Advisors | 0.94% | Add +53.0% | 20,298 | $2.0M |
| Eldridge Investment Advisors, Inc. | 0.47% | Reduce -10.4% | 19,934 | $2.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +152.1% | 16,761 | $2.0M |
| Avidian Wealth Enterprises, LLC | 0.09% | Add +199.1% | 19,682 | $2.0M |
| Crown Wealth Group, LLC | 0.86% | Add +63.0% | 19,666 | $2.0M |
| JDM Financial Group LLC | 1.06% | New | 19,320 | $1.9M |
| First Personal Financial Services | 0.41% | Add +163.8% | 19,275 | $1.9M |
| Hunter Associates Investment Management LLC | 0.30% | Reduce -41.7% | 19,123 | $1.9M |
| Norris Financial Group, LLC | 0.94% | Reduce -21.8% | 18,955 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -43.7% | 18,820 | $1.9M |
| Regal Investment Advisors LLC | 0.13% | Add +15.6% | 18,735 | $1.9M |
| Polen Capital Management LLC | 0.00% | Add +79.3% | 18,526 | $1.9M |
| Gallagher Fiduciary Advisors, LLC | 0.37% | Add +158.3% | 18,071 | $1.8M |
| True Link Financial Advisors, LLC | 0.15% | Add +0.4% | 17,992 | $1.8M |
| Clarity Financial LLC | 0.21% | New | 17,983 | $1.8M |
| CPR Investments Inc. | 1.70% | Add +87.6% | 17,923 | $1.8M |
| Sheridan Capital Management, LLC | 1.26% | Add +70.7% | 17,754 | $1.8M |
| Legacy Advisors, LLC | 0.19% | New | 17,638 | $1.8M |
| Jackson Creek Investment Advisors LLC | 0.52% | Add +15.2% | 17,504 | $1.8M |
| World Investment Advisors | 0.05% | Reduce -31.4% | 17,304 | $1.7M |
| Intrua Financial, LLC | 0.28% | New | 16,957 | $1.7M |
| Empowered Funds, LLC | 0.03% | New | 16,933 | $1.7M |
| RIA Advisory Group LLC | 0.60% | — | 16,866 | $1.7M |
| Gotham Asset Management | 0.02% | New | 16,827 | $1.7M |
| Night Owl Capital Management, LLC | 0.23% | New | 16,766 | $1.7M |
| Eagle Bay Advisors LLC | 0.65% | Add +7.1% | 16,734 | $1.7M |
| Silver Lake Advisory, LLC | 0.37% | Add +10.1% | 16,689 | $1.7M |
| Alterna Wealth Management, Inc. | 1.51% | Reduce -22.3% | 16,663 | $1.7M |
| Berkshire Asset Management LLC | 0.08% | No change | 15,853 | $1.6M |
| Denali Advisors LLC | 0.17% | New | 15,817 | $1.6M |
| Fiduciary Alliance LLC | 0.21% | New | 15,799 | $1.6M |
| Montgomery Investment Management Inc. | 0.57% | Reduce -0.5% | 15,600 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.12% | Add +9.0% | 15,476 | $1.6M |
| Values First Advisors, Inc. | 0.84% | Reduce -74.0% | 15,363 | $1.5M |
| RDA Financial Network | 0.48% | Reduce -13.9% | 15,224 | $1.5M |
| Sectoral Asset Management Inc. | 0.90% | New | 15,200 | $1.5M |
| Kingfisher Capital LLC | 0.35% | Add +632.9% | 15,054 | $1.5M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -0.5% | 14,997 | $1.5M |
| True North Advisors, LLC | 0.39% | New | 14,939 | $1.5M |
| Global Assets Advisory, LLC | 0.82% | New | 14,981 | $1.5M |
| Raymond James Trust N.A. | 0.03% | Reduce -16.1% | 14,788 | $1.5M |
| Financial Strategies Group, Inc. | 0.35% | Reduce -17.8% | 14,809 | $1.5M |
| Regency Capital Management Inc.\DE | 0.81% | Reduce -32.5% | 14,632 | $1.5M |
| MN Wealth Advisors, LLC | 0.83% | Add +220.8% | 14,570 | $1.5M |
| Foster & Motley Inc. | 0.09% | Add +12.7% | 14,350 | $1.4M |
| Salomon & Ludwin, LLC | 0.15% | Reduce -10.4% | 14,319 | $1.4M |
| Prosperity Wealth Management, Inc. | 0.58% | Add +0.5% | 14,288 | $1.4M |
| Meitav Investment House Ltd. | 0.02% | Add +14.2% | 14,229 | $1.4M |
| Oak Harvest Investment Services | 0.20% | Add +29.4% | 14,121 | $1.4M |
| Encompass More Asset Management | 0.54% | Add +349.4% | 14,044 | $1.4M |
| Baker Avenue Asset Management, LP | 0.04% | Reduce -93.9% | 13,790 | $1.4M |
| Aire Advisors, LLC | 0.30% | Reduce -47.1% | 13,650 | $1.4M |
| Steele Capital Management, Inc. | 0.07% | Add +20.5% | 13,614 | $1.4M |
| Global Retirement Partners, LLC | 0.04% | Reduce -72.5% | 13,438 | $1.4M |
| Elevated Capital Advisors, LLC | 0.36% | New | 13,336 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +111.5% | 12,998 | $1.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 12,810 | $1.3M |
| Cedrus LLC | 0.48% | Add +13.7% | 12,762 | $1.3M |
| Good Life Advisors, LLC | 0.08% | Reduce -1.7% | 12,714 | $1.3M |
| Fort Point Capital Partners LLC | 0.16% | Add +55.5% | 12,667 | $1.3M |
| Salem Investment Counselors Inc. | 0.04% | Reduce -0.3% | 12,521 | $1.3M |
| One Degree Advisors Inc | 0.53% | Reduce -87.7% | 12,508 | $1.3M |
| Waycross Investment Management Co | 1.15% | Reduce -4.6% | 12,450 | $1.3M |
| Meridian Wealth Management, LLC | 0.06% | Add +21.0% | 12,131 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | Add +108.2% | 12,060 | $1.2M |
| Ironwood Investment Management LLC | 0.58% | New | 11,905 | $1.2M |
| Gateway Wealth Partners, LLC | 0.33% | Add +12.5% | 11,813 | $1.2M |
| Vishria Bird Financial Group, LLC | 0.45% | No change | 11,764 | $1.2M |
| Assetmark, Inc. | 0.00% | Add +31.0% | 11,710 | $1.2M |
| Legacy Capital Wealth Partners, LLC | 0.24% | Add +90.0% | 11,676 | $1.2M |
| Lantz Financial LLC | 0.32% | Reduce -22.1% | 11,621 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -30.6% | 11,559 | $1.2M |
| Bristlecone Advisors, LLC | 0.09% | New | 11,522 | $1.2M |
| Sound Income Strategies, LLC | 0.07% | New | 11,500 | $1.2M |
| Eldred Rock Partners, LLC | 0.38% | New | 11,261 | $1.1M |
| GenTrust, LLC | 0.06% | New | 11,200 | $1.1M |
| IFG Advisors, LLC | 0.24% | Reduce -51.1% | 11,198 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -9.4% | 11,162 | $1.1M |
| Beam Wealth Advisors, Inc. | 0.34% | New | 11,108 | $1.1M |
| Bison Wealth, LLC | 0.17% | Add +69.5% | 10,800 | $1.1M |
| &partners | 0.02% | Add +66.6% | 10,539 | $1.1M |
| Private Management Group Inc. | 0.04% | Reduce -9.8% | 10,414 | $1.0M |
| Hobbs Group Advisors, LLC | 0.37% | Reduce -5.6% | 10,367 | $1.0M |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +15.1% | 10,156 | $1.0M |
| Consultiva Wealth Management, Corp. | 8.11% | New | 10,119 | $1.0M |
| HM Payson & Co. | 0.02% | New | 10,000 | $1.0M |
| Barclays PLC | 0.00% | New | 9,988 | $1.0M |
| 1900 Wealth Management LLC | 0.09% | Add +133.5% | 9,895 | $997K |
| Choate Investment Advisors | 0.02% | Reduce -3.4% | 9,702 | $977K |
| Bank of Montreal | 0.00% | Reduce -62.5% | 9,649 | $972K |
| Fermata Advisors, LLC | 0.20% | Reduce -95.6% | 9,607 | $968K |
| Discipline Wealth Solutions, LLC | 0.50% | New | 9,472 | $954K |
| Andina Capital Management, LLC | 0.73% | Reduce -7.9% | 9,467 | $954K |
| Capital Advisors Wealth Management, LLC | 0.17% | Add +90.5% | 9,270 | $934K |
| CoreCap Advisors, LLC | 0.04% | Reduce -1.2% | 9,248 | $931K |
| Kingswood Wealth Advisors, LLC | 0.07% | Reduce -43.9% | 9,203 | $927K |
| Parallel Advisors, LLC | 0.02% | Add +1078.3% | 9,179 | $925K |
| Cosner Financial Group, LLC | 0.59% | Reduce -0.4% | 9,142 | $921K |
| Vision Capital Management, Inc. | 0.13% | Add +78.5% | 9,057 | $912K |
| Advisory Alpha, LLC | 0.03% | Reduce -4.6% | 8,944 | $901K |
| Compagnie Lombard Odier SCmA | 0.01% | Add +22.3% | 8,897 | $896K |
| Emerald Advisors, LLC | 0.13% | Add +12.4% | 8,682 | $873K |
| Mutual Advisors, LLC | 0.03% | Add +74.7% | 8,654 | $871K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 8,485 | $855K |
| Simplicity Wealth,LLC | 0.08% | Reduce -98.4% | 8,438 | $850K |
| Klaas Financial Asset Advisors, LLC | 0.15% | Reduce -24.6% | 8,437 | $850K |
| Sonoma Private Wealth LLC | 1.28% | Add +6.0% | 8,189 | $825K |
| Sand Hill Global Advisors, LLC | 0.03% | Reduce -62.3% | 8,123 | $818K |
| Perennial Investment Advisors, LLC | 0.11% | New | 8,048 | $811K |
| EverSource Wealth Advisors, LLC | 0.05% | Add +14.1% | 8,036 | $809K |
| Aspiriant, LLC | 0.03% | Reduce -33.9% | 8,004 | $806K |
| Donaldson Capital Management, LLC | 0.03% | Reduce -9.3% | 7,970 | $803K |
| WCM Investment Management, LLC | 0.00% | No change | 7,902 | $796K |
| Strategic Wealth Partners, Ltd. | 0.08% | Reduce -12.9% | 7,835 | $789K |
| Arkadios Wealth Advisors | 0.04% | Reduce -6.5% | 7,605 | $766K |
| Highline Wealth Partners LLC | 0.26% | Reduce -50.9% | 7,591 | $765K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -0.9% | 7,587 | $764K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -1.3% | 7,525 | $758K |
| Embree Financial Group | 0.13% | New | 7,467 | $752K |
| Strategic Blueprint, LLC | 0.05% | Add +60.8% | 7,443 | $750K |
| Faithward Advisors, LLC | 0.13% | Reduce -26.4% | 7,387 | $744K |
| Argent Trust Co | 0.03% | Reduce -9.8% | 7,374 | $743K |
| Stonebrook Private Inc. | 0.19% | Reduce -79.3% | 7,317 | $737K |
| Advisor OS, LLC | 0.07% | Add +13.4% | 7,305 | $736K |
| New Wave Wealth Advisors LLC | 0.34% | Add +71.3% | 7,220 | $727K |
| Heritage Oak Wealth Advisors LLC | 0.34% | Reduce -51.1% | 7,220 | $727K |
| Transatlantique Private Wealth LLC | 0.27% | Add +1137.9% | 30,625 | $718K |
| Nicholas Hoffman & Company, LLC. | 0.03% | Reduce -49.9% | 7,086 | $714K |
| Greenline Partners, LLC | 0.10% | Reduce -44.3% | 7,060 | $711K |
| United Advisor Group, LLC | 0.16% | Add +185.1% | 7,039 | $709K |
| Sax Wealth Advisors, LLC | 0.06% | New | 6,991 | $704K |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -61.4% | 6,877 | $696K |
| Nwam LLC | 0.04% | New | 6,848 | $690K |
| New Century Financial Group, LLC | 0.25% | Add +16.2% | 6,739 | $679K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +5.1% | 6,669 | $672K |
| Verus Capital Partners, LLC | 0.07% | Add +2.7% | 6,667 | $671K |
| Ssi Investment Management LLC | 0.25% | Add +2.5% | 6,587 | $663K |
| Wooster Corthell Wealth Management, Inc. | 0.14% | Add +8.3% | 6,537 | $658K |
| Rehmann Capital Advisory Group | 0.04% | Reduce -0.6% | 6,470 | $652K |
| DAVENPORT & Co LLC | 0.00% | Add +18.4% | 6,450 | $650K |
| Triumph Capital Management | 0.23% | Reduce -36.2% | 6,403 | $645K |
| Savant Capital, LLC | 0.01% | Add +4.1% | 6,391 | $644K |
| Bright Futures Wealth Management, LLC. | 0.31% | Add +10.6% | 6,393 | $644K |
| Fullcircle Wealth LLC | 0.29% | Reduce -42.1% | 6,362 | $640K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -21.2% | 6,210 | $625K |
| SlateStone Wealth, LLC | 0.06% | New | 6,197 | $624K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | No change | 6,113 | $616K |
| Belpointe Asset Management LLC | 0.04% | Add +7.1% | 6,109 | $615K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +6.6% | 6,087 | $613K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | No change | 6,052 | $610K |
| Second Half Financial Partners, LLC | 0.32% | Add +176.1% | 6,028 | $607K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.7% | 6,003 | $604K |
| Planned Solutions, Inc. | 0.24% | New | 5,961 | $600K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -13.8% | 5,948 | $599K |
| Vertex Planning Partners, LLC | 0.14% | Add +74.5% | 5,936 | $598K |
| Lanark Financial, Inc. | 0.05% | Reduce -27.7% | 5,923 | $596K |
| GHP Investment Advisors, Inc. | 0.03% | Add +1286.8% | 5,894 | $594K |
| Quadcap Wealth Management, LLC | 0.09% | Reduce -50.9% | 5,883 | $593K |
| Concentric Wealth Management, LLC | 0.14% | Reduce -23.1% | 5,870 | $591K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | Add +159.5% | 5,828 | $587K |
| Optivise Advisory Services LLC | 0.31% | Add +4.6% | 5,763 | $580K |
| USAdvisors Wealth Management, LLC | 0.20% | Reduce -2.6% | 5,757 | $579K |
| Eagle Rock Investment Company, LLC | 0.09% | No change | 5,500 | $554K |
| Empower Advisory Group, LLC | 0.00% | New | 5,496 | $554K |
| Treasure Coast Financial Planning | 0.34% | Add +7.1% | 5,492 | $553K |
| Accurate Wealth Management, LLC | 0.11% | New | 5,479 | $551K |
| Greenwood Gearhart LLC | 0.05% | No change | 5,463 | $550K |
| Lake Hills Wealth Management, LLC | 0.36% | Reduce -64.4% | 5,392 | $543K |
| Probity Advisors, Inc. | 0.10% | New | 5,275 | $531K |
| Bogart Wealth, LLC | 0.02% | Reduce -11.5% | 5,166 | $520K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -50.0% | 5,167 | $520K |
| Boothe Investment Group, Inc. | 0.23% | No change | 5,000 | $504K |
| Wittenberg Investment Management, Inc. | 0.16% | Add +25.0% | 5,000 | $504K |
| Roundview Capital LLC | 0.04% | No change | 4,965 | $500K |
| Tudor Investment Corporation | 0.01% | New | 4,785 | $482K |
| Moisand Fitzgerald Tamayo, LLC | 0.07% | Add +10.1% | 4,783 | $482K |
| New Capital Management LP | 0.14% | Add +0.2% | 4,777 | $481K |
| Pacifica Partners Inc. | 0.20% | New | 4,690 | $472K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -73.8% | 4,632 | $467K |
| Compound Planning, Inc. | 0.03% | Reduce -79.8% | 4,630 | $466K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +1.3% | 4,617 | $465K |
| Shayne & Jacobs, LLC | 0.12% | No change | 4,600 | $463K |
| Acuitas Investments, LLC | 0.21% | New | 4,584 | $462K |
| Cardinal Point Capital Management ULC | 0.08% | No change | 4,540 | $457K |
| Austin Private Wealth, LLC | 0.04% | Reduce -26.2% | 4,472 | $450K |
| Buckhead Capital Management LLC | 0.14% | Reduce -40.1% | 4,460 | $449K |
| Baron Silver Stevens Financial Advisors, LLC | 0.08% | Reduce -2.3% | 4,353 | $438K |
| EFG Asset Management (Americas) Corp. | 0.08% | Add +24.4% | 4,299 | $433K |
| Cannon Advisors, Inc. | 0.35% | — | 4,280 | $431K |
| Summit Financial Wealth Advisors, LLC | 0.08% | No change | 4,277 | $431K |
| Oliver Lagore Vanvalin Investment Group | 0.11% | Add +118.9% | 4,235 | $427K |
| Trilogy Capital Inc. | 0.02% | Add +0.9% | 4,174 | $420K |
| Lwmg, LLC | 0.08% | Add +1.3% | 4,161 | $419K |
| Brown Brothers Harriman & Co. | 0.00% | New | 4,142 | $417K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -11.0% | 4,098 | $413K |
| Apollon Wealth Management, LLC | 0.01% | Add +5.0% | 4,086 | $412K |
| Independent Financial Group, LLC | 0.01% | Add +26.5% | 4,051 | $408K |
| Ascentis Independent Advisors | 0.06% | Reduce -22.5% | 4,037 | $407K |
| Continuum Advisory, LLC | 0.05% | Reduce -0.6% | 3,958 | $398K |
| Retirement Capital Strategies | 0.15% | Reduce -98.0% | 3,869 | $390K |
| IFP Advisors, Inc | 0.01% | Add +3.8% | 3,869 | $390K |
| Arkfeld Wealth Strategies, L.L.C. | 0.19% | Add +1.3% | 3,851 | $387K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -7.9% | 3,827 | $385K |
| AdvisorNet Financial, Inc | 0.03% | Add +7354.9% | 3,802 | $383K |
| Weaver Consulting Group | 0.12% | No change | 3,784 | $381K |
| Rockwood Wealth Management, LLC | 0.04% | New | 3,754 | $378K |
| Jessup Wealth Management, Inc | 0.17% | Add +2.9% | 3,752 | $378K |
| LWM Advisory Services, LLC | 0.28% | New | 3,745 | $377K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -65.7% | 3,724 | $375K |
| Integrated Advisors Network LLC | 0.02% | Reduce -27.4% | 3,708 | $373K |
| One Capital Management, LLC | 0.01% | Add +0.4% | 3,707 | $373K |
| Baird Financial Group, Inc. | 0.00% | Reduce -18.0% | 3,695 | $372K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -42.7% | 3,685 | $371K |
| Trust Co | 0.04% | No change | 3,625 | $365K |
| Retirement Investment Advisors, Inc. | 0.04% | No change | 3,601 | $363K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 3,583 | $361K |
| Canandaigua National Bank & Trust Co. | 0.03% | New | 3,570 | $360K |
| Prospera Financial Services Inc | 0.01% | Reduce -7.9% | 3,511 | $354K |
| Guild Investment Management, Inc. | 0.39% | Reduce -27.8% | 3,500 | $353K |
| Friedenthal Financial | 0.21% | Reduce -22.4% | 3,478 | $350K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,465 | $349K |
| J. Safra Sarasin Holding AG | 0.01% | Add +28.0% | 3,452 | $348K |
| Hanover Advisors Inc. | 0.15% | Reduce -5.6% | 3,432 | $346K |
| Fifth Third Bancorp | 0.00% | No change | 3,400 | $342K |
| Resurgent Financial Advisors LLC | 0.20% | New | 3,398 | $342K |
| WT Wealth Management | 0.11% | No change | 3,400 | $342K |
| Financial Counselors Inc. | 0.01% | Add +61.6% | 3,359 | $338K |
| Transform Wealth, LLC | 0.02% | Reduce -2.9% | 3,350 | $337K |
| Ogorek Anthony Joseph /NY/ | 0.12% | Add +22.6% | 3,353 | $337K |
| Brio Consultants, LLC | 0.05% | New | 3,222 | $325K |
| Old Mission Capital LLC | 0.01% | New | 3,212 | $324K |
| Cable Car Capital, LP | 0.36% | Add +1.3% | 3,185 | $321K |
| Moloney Securities Asset Management, LLC | 0.04% | New | 3,159 | $318K |
| Quantum Capital Management, LLC / NJ | 0.03% | Add +29.1% | 3,138 | $316K |
| Provident Investment Management, Inc. | 0.03% | No change | 3,118 | $314K |
| National Bank of Canada | 0.00% | Add +5.0% | 3,112 | $313K |
| Evanson Asset Management, LLC | 0.02% | New | 3,090 | $311K |
| PFG Advisors | 0.02% | New | 3,089 | $311K |
| First National Trust Co | 0.01% | Add +2.4% | 3,027 | $305K |
| Ridgewood Investments LLC | 0.15% | Add +90.9% | 3,013 | $303K |
| Goelzer Investment Management, Inc. | 0.02% | Reduce -86.4% | 2,998 | $302K |
| Ausdal Financial Partners, Inc. | 0.03% | Reduce -2.4% | 2,993 | $301K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +16.8% | 2,992 | $301K |
| Mezzasalma Advisors, LLC | 0.12% | New | 2,986 | $301K |
| Peregrine Asset Advisers, Inc. | 0.10% | Add +1.0% | 2,956 | $298K |
| Capital Analysts, LLC | 0.01% | Add +4038.6% | 2,897 | $292K |
| Wintrust Investments LLC | 0.22% | New | 2,889 | $291K |
| Delta Accumulation, LLC | 1.90% | New | 2,853 | $287K |
| Pure Portfolios Holdings LLC | 0.11% | — | 2,838 | $286K |
| Family Investment Center, Inc. | 0.07% | New | 2,831 | $285K |
| FMR LLC | 0.00% | Add +832.8% | 2,817 | $284K |
| AIMZ Investment Advisors, LLC | 0.10% | No change | 2,800 | $282K |
| United Community Bank | 0.11% | Reduce -13.9% | 2,775 | $279K |
| Opes Wealth Management LLC | 0.05% | Reduce -32.7% | 2,759 | $278K |
| 4J Wealth Management LLC | 0.21% | No change | 2,725 | $274K |
| Aviso Financial Inc. | 0.01% | Add +95.5% | 2,707 | $273K |
| Farrow Financial, Inc. | 0.17% | New | 2,700 | $272K |
| Sheaff Brock Investment Advisors, LLC | 0.02% | Add +21.2% | 2,700 | $272K |
| Whalen Wealth Management Inc. | 0.19% | No change | 2,696 | $272K |
| Sprott Inc. | 0.02% | Reduce -11.8% | 2,648 | $267K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 2,641 | $266K |
| Renasant Bank | 0.17% | Add +31.2% | 2,624 | $264K |
| Diversify Wealth Management, LLC | 0.03% | Add +17.7% | 2,607 | $262K |
| Synovus Financial Corp. | 0.00% | Reduce -2.1% | 2,592 | $261K |
| Harbour Investments, Inc. | 0.01% | Add +8.2% | 2,589 | $261K |
| Integris Wealth Management, LLC | 0.07% | New | 2,578 | $260K |
| Symphony Financial, Ltd. Co. | 0.04% | Add +0.0% | 2,553 | $257K |
| Virtue Capital Management, LLC | 0.05% | Reduce -0.3% | 2,551 | $257K |
| Kings Path Partners LLC | 0.11% | No change | 2,501 | $252K |
| DecisionPoint Financial, LLC | 0.08% | Reduce -46.2% | 2,438 | $246K |
| Claro Advisors Inc. | 0.03% | Reduce -31.9% | 2,399 | $242K |
| Insight Advisors, LLC/ PA | 0.04% | Add +2.1% | 2,375 | $239K |
| Quadrant Private Wealth Management, LLC | 0.06% | Reduce -0.0% | 2,328 | $234K |
| 1858 Wealth Management, LLC | 0.19% | New | 2,326 | $234K |
| Crane Advisory, LLC | 0.04% | Reduce -0.4% | 2,304 | $231K |
| Coyle Financial Counsel LLC | 0.08% | Reduce -3.7% | 2,286 | $230K |
| RFP Financial Group LLC | 0.07% | Reduce -62.9% | 2,285 | $230K |
| Calton & Associates, Inc. | 0.09% | New | 2,270 | $229K |
| Vident Advisory, LLC | 0.01% | Reduce -99.1% | 2,266 | $228K |
| Hedeker Wealth, LLC | 0.06% | New | 2,243 | $226K |
| Level Four Advisory Services, LLC | 0.01% | New | 2,235 | $225K |
| D.A. Davidson & Co. | 0.00% | New | 2,231 | $225K |
| Intellectus Partners, LLC | 0.06% | New | 2,203 | $222K |
| Private Trust Co. NA | 0.02% | No change | 2,190 | $221K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -7.9% | 2,168 | $218K |
| Alkeme Wealth, LLC | 0.10% | New | 2,166 | $218K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 2,156 | $217K |
| Integrated Investment Consultants, LLC | 0.05% | New | 212,640 | $217K |
| Sanders Morris Harris LLC | 0.04% | No change | 2,129 | $214K |
| Oarsman Capital, Inc. | 0.04% | Reduce -17.4% | 2,128 | $214K |
| WealthCollab, LLC | 0.14% | Add +1.1% | 2,088 | $210K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,083 | $210K |
| Traynor Capital Management, Inc. | 0.02% | Add +1.3% | 2,057 | $207K |
| Bond & Devick Financial Network, Inc. | 0.09% | No change | 2,057 | $207K |
| Capitol Family Office, Inc. | 0.25% | New | 2,020 | $203K |
| Sightline Wealth Advisors, LLC | 0.11% | Reduce -9.1% | 2,014 | $203K |
| Summit Wealth Partners, LLC | 0.04% | New | 2,004 | $202K |
| Northland Capital Management LLC | 0.12% | Reduce -20.0% | 2,000 | $201K |
| Stonebridge Financial Planning Group, LLC | 0.10% | Reduce -47.4% | 2,000 | $201K |
| Park Place Capital Corp | 0.06% | No change | 2,000 | $201K |
| Williams Jones Wealth Management, LLC. | 0.00% | No change | 2,000 | $201K |
| Armor Investment Advisors, LLC | 0.08% | No change | 1,994 | $201K |
| Capital Planning LLC | 0.06% | New | 1,990 | $200K |
| Spire Wealth Management | 0.01% | Reduce -14.1% | 1,883 | $190K |
| Bruce G. Allen Investments, LLC | 0.15% | Add +2.6% | 1,870 | $188K |
| Community Bank, N.A. | 0.02% | Reduce -1.9% | 1,866 | $188K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.05% | New | 1,592 | $160K |
| Bell Investment Advisors, Inc | 0.03% | No change | 1,559 | $157K |
| SouthState Bank Corp | 0.01% | Reduce -82.4% | 1,550 | $156K |
| Baldwin Wealth Partners LLC | 0.01% | Add +14.8% | 1,550 | $156K |
| WealthShield Partners, LLC | 0.02% | Add +26.1% | 1,540 | $155K |
| Chilton Capital Management LLC | 0.01% | Reduce -68.8% | 1,505 | $152K |
| Ancora Advisors LLC | 0.00% | Reduce -56.3% | 1,503 | $151K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | Add +2236.5% | 1,472 | $148K |
| General Partner, Inc. | 0.09% | No change | 1,400 | $141K |
| GeoWealth Management, LLC | 0.00% | Reduce -95.3% | 1,383 | $139K |
| Zazove Associates LLC | 0.25% | Reduce -67.1% | 1,350 | $136K |
| Avior Wealth Management, LLC | 0.00% | Reduce -28.8% | 1,162 | $117K |
| Aptus Capital Advisors, LLC | 0.00% | Add +165.3% | 1,146 | $115K |
| Mather Group, Llc. | 0.00% | Reduce -41.8% | 1,095 | $110K |
| Morgan Dempsey Capital Management LLC | 0.04% | New | 1,062 | $107K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -33.8% | 1,049 | $106K |
| LRI Investments, LLC | 0.01% | Reduce -5.6% | 763 | $77K |
| Robinswood Financial LLC | 0.03% | No change | 755 | $76K |
| Financial Management Professionals, Inc. | 0.01% | No change | 750 | $76K |
| Carmichael Hill & Associates, Inc. | 0.03% | Add +23.2% | 753 | $76K |
| Clarity Asset Management, Inc. | 0.05% | New | 694 | $70K |
| Strengthening Families & Communities, LLC | 0.02% | Add +1.4% | 661 | $67K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -38.8% | 658 | $66K |
| Chesapeake Asset Management LLC | 0.06% | Reduce -29.0% | 654 | $66K |
| Boyd Watterson Asset Management LLC | 0.02% | Reduce -6.7% | 603 | $61K |
| Painted Porch Advisors LLC | 0.03% | No change | 596 | $60K |
| Dagco, Inc. | 0.02% | Reduce -41.5% | 532 | $54K |
| McIlrath & Eck, LLC | 0.01% | Reduce -8.9% | 509 | $51K |
| Creekmur Asset Management LLC | 0.01% | Reduce -62.0% | 482 | $49K |
| New Millennium Group LLC | 0.03% | Reduce -97.9% | 478 | $48K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -2.4% | 411 | $41K |
| Abich Financial Wealth Management LLC | 0.09% | Reduce -93.8% | 399 | $40K |
| TCTC Holdings, LLC | 0.00% | No change | 392 | $39K |
| Evensky & Katz LLC | 0.00% | New | 369 | $37K |
| Maryland Capital Advisors Inc. | 0.02% | Add +1.4% | 364 | $37K |
| Citigroup Inc. | 0.00% | Reduce -36.3% | 326 | $33K |
| Blair William & Co. | 0.00% | Add +98.1% | 311 | $31K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 305 | $31K |
| Asset Dedication, LLC | 0.00% | No change | 298 | $30K |
| Arax Advisory Partners | 0.00% | Reduce -24.7% | 295 | $30K |
| Mowery & Schoenfeld Wealth Management, LLC | 0.04% | Reduce -84.7% | 241 | $24K |
| Ashton Thomas Securities, LLC | 0.00% | New | 237 | $24K |
| Sandy Spring Bank | 0.00% | New | 174 | $18K |
| Planning Capital Management Corp | 0.01% | Add +0.6% | 172 | $17K |
| Bessemer Group Inc. | 0.00% | Add +60.2% | 141 | $14K |
| Signaturefd, LLC | 0.00% | Reduce -73.7% | 125 | $13K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 118 | $12K |
| Horizon Financial Services, LLC | 0.01% | New | 110 | $11K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 113 | $11K |
| Ulland Investment Advisors, LLC | 0.01% | Add +900.0% | 100 | $10K |
| WFA of San Diego, LLC | 0.01% | No change | 84 | $8K |
| FPC Investment Advisory, Inc. | 0.01% | Reduce -99.9% | 83 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | Add +86.5% | 69 | $7K |
| Toth Financial Advisory Corp. | 0.00% | New | 60 | $6K |
| JNBA Financial Advisors | 0.00% | No change | 59 | $6K |
| Gold Investment Management Ltd. | 0.00% | No change | 54 | $5K |
| Front Row Advisors LLC | 0.00% | No change | 54 | $5K |
| Hoey Investments, Inc. | 0.00% | No change | 44 | $4K |
| POM Investment Strategies, LLC | 0.00% | New | 32 | $3K |
| Concord Wealth Partners | 0.00% | No change | 25 | $3K |
| Toronto Dominion Bank | 0.00% | New | 24 | $2K |
| Creative Financial Designs Inc. | 0.00% | New | 21 | $2K |
| Clearstead Trust, LLC | 0.00% | Reduce -50.0% | 13 | $1K |
| Johnson Financial Group, Inc. | 0.00% | New | 5 | $504 |
| Semmax Financial Advisors Inc. | 0.00% | No change | 5 | $487 |
| Franklin Resources Inc. | 0.00% | Reduce -99.2% | 4 | $402 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 1 | $100 |
| Raleigh Capital Management Inc. | 0.00% | No change | 1 | $87 |
"% 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.