iShares 0-3 Month Treasury BSGOVETF
13F holders, Q1 2025 (March 31)866holders +96
160new positions
61sold out
8famous investors
$99.63avg. 13F price*
At the end of Q1 2025, 866 institutions reported holding iShares 0-3 Month Treasury B (SGOV) in their 13F filings, up 96 from Q4 2024. 160 opened new positions and 61 sold out. The largest holders were Bank of America Corp. ($1.0B), Morgan Stanley ($633.2M) and LPL Financial LLC ($598.3M). 8 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Chris Bloomstran (0.2% of Semper Augustus Investments's portfolio) and Joel Greenblatt (0.1% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 160 | $559.3M |
| Exits | 61 | $137.8M |
All 13F filers, Q4 2024 → Q1 2025: 50,203,491 shares bought and 9,429,396 shares sold, net +40,774,095 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 866 holders
| Bank of America Corp. | 0.09% | Add +216.3% | 10,232,857 | $1.0B |
| Morgan Stanley | 0.05% | Add +20.3% | 6,289,775 | $633.2M |
| LPL Financial LLC | 0.23% | Add +40.3% | 5,943,668 | $598.3M |
| Ameriprise Financial Inc. | 0.15% | Add +578.2% | 6,485,389 | $556.1M |
| CIBC Private Wealth Group LLC | 0.70% | Add +3869.9% | 3,311,219 | $332.5M |
| Raymond James Financial Inc. | 0.11% | Add +36.9% | 2,928,316 | $294.8M |
| JPMorgan Chase & Co. | 0.02% | Add +34.5% | 2,172,224 | $218.7M |
| Equity Investment Corp. | 4.64% | Add +106.1% | 2,059,727 | $207.4M |
| Royal Bank of Canada | 0.05% | Add +130.0% | 2,057,083 | $207.1M |
| Confluence Investment Management LLC | 2.82% | Add +36.7% | 1,943,492 | $195.7M |
| Osaic Holdings, Inc. | 0.40% | Add +49.4% | 1,802,016 | $181.4M |
| UBS Group AG | 0.04% | Add +65.0% | 1,693,588 | $170.5M |
| NorthRock Partners, LLC | 5.72% | Reduce -0.2% | 1,691,613 | $170.3M |
| Partners Capital Investment Group, LLP | 2.61% | Reduce -12.3% | 1,536,118 | $154.6M |
| MAI Capital Management | 1.14% | Add +5.0% | 1,493,945 | $150.4M |
| GM Advisory Group, LLC | 8.06% | Add +11.0% | 1,483,426 | $149.3M |
| Awm Capital, LLC | 17.01% | Add +27.4% | 1,448,186 | $145.8M |
| Woodley Farra Manion Portfolio Management Inc. | 7.22% | Reduce -10.4% | 1,442,066 | $145.2M |
| Northwestern Mutual Wealth Management Co. | 0.12% | Add +14.5% | 1,431,734 | $144.1M |
| Captrust Financial Advisors | 0.35% | Add +33.6% | 1,373,968 | $138.3M |
| AlphaStar Capital Management, LLC | 13.85% | Add +177.4% | 1,882,439 | $137.6M |
| Cresset Asset Management, LLC | 0.69% | Add +51.4% | 1,359,561 | $136.9M |
| Kingsview Wealth Management, LLC | 2.43% | Add +567.9% | 1,283,761 | $129.2M |
| Envestnet Asset Management Inc. | 0.04% | Add +10.3% | 1,226,852 | $123.5M |
| Cetera Investment Advisers | 0.23% | Add +20.7% | 1,181,615 | $119.0M |
| Cerity Partners LLC | 0.24% | Add +5.6% | 1,175,672 | $118.4M |
| Renaissance Technologies | 0.17% | Add +24.0% | 1,143,900 | $115.2M |
| Nomura Asset Management Co. Ltd. | 0.35% | Add +1292.9% | 1,135,200 | $114.3M |
| Hamilton Capital Partners Inc. | 7.01% | Add +97.2% | 1,084,106 | $109.1M |
| Elm Partners Management LLC | 6.95% | Reduce -7.9% | 1,072,775 | $108.0M |
| Trek Financial, LLC | 7.57% | Add +414.4% | 1,040,253 | $104.7M |
| Peapack Gladstone Financial Corp. | 1.46% | Add +11.8% | 979,083 | $98.6M |
| Wealth Enhancement Advisory Services, LLC | 0.17% | Reduce -0.3% | 901,325 | $90.7M |
| NorthCoast Asset Management LLC | 0.46% | Add +99.1% | 899,512 | $90.6M |
| Balentine LLC | 3.79% | Add +33.5% | 897,841 | $90.4M |
| Prudential Financial Inc. | 0.12% | Reduce -6.4% | 869,846 | $87.4M |
| Mutual Advisors, LLC | 2.44% | Add +11321.7% | 845,889 | $85.1M |
| Titleist Asset Management, LLC | 9.84% | Reduce -2.8% | 841,644 | $84.7M |
| Composition Wealth, LLC | 1.63% | Add +74.7% | 808,032 | $81.3M |
| Decker Retirement Planning Inc. | 50.57% | New | 806,565 | $81.2M |
| Focus Partners Wealth | 0.20% | Add +31.3% | 787,278 | $79.3M |
| Choate Investment Advisors | 1.96% | Add +7358.3% | 783,648 | $78.9M |
| Belpointe Asset Management LLC | 4.10% | Add +12921.0% | 781,783 | $78.7M |
| Cheviot Value Management, LLC | 9.41% | New | 762,333 | $76.5M |
| Citadel Advisors | 0.08% | New | 752,777 | $75.8M |
| Vigilare Wealth Management | 30.01% | Reduce -24.1% | 746,538 | $75.2M |
| Wells Fargo & Company | 0.02% | Add +33.6% | 687,990 | $69.3M |
| Stifel Financial Corp. | 0.07% | Add +6.5% | 687,743 | $69.2M |
| Sequoia Financial Advisors, LLC | 0.53% | Add +42.3% | 682,448 | $68.7M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Reduce -44.1% | 671,770 | $67.6M |
| Avos Capital Management, LLC | 43.37% | Add +23.8% | 653,140 | $65.8M |
| Advisors Capital Management, LLC | 1.02% | Add +122.2% | 650,494 | $65.4M |
| Cynosure Group, LLC | 8.62% | Add +147.3% | 621,184 | $62.5M |
| Lee Johnson Capital Management, LLC | 32.04% | Reduce -6.8% | 601,864 | $60.6M |
| Transform Wealth, LLC | 3.67% | Reduce -0.0% | 601,611 | $60.6M |
| Bleakley Financial Group, LLC | 1.91% | Add +4.1% | 590,085 | $59.4M |
| Alpha Wealth Funds, LLC | 64.39% | Add +29.5% | 589,334 | $59.3M |
| Punch Card Management L.P. | 27.00% | No change | 581,100 | $58.5M |
| One Day In July LLC | 5.74% | Add +35.9% | 569,098 | $57.3M |
| BlackRock, Inc. | 0.00% | Add +40.8% | 561,482 | $56.5M |
| Dynamic Financial Group | 56.47% | Add +2.6% | 560,157 | $56.4M |
| Raffa Wealth Management, LLC | 12.76% | Add +0.2% | 556,897 | $56.1M |
| Resonant Capital Advisors, LLC | 3.86% | Reduce -22.4% | 550,330 | $55.4M |
| Farther Finance Advisors, LLC | 1.40% | Add +210.8% | 546,328 | $54.8M |
| Moneco Advisors, LLC | 5.60% | Add +2.4% | 537,697 | $54.1M |
| Neuberger Berman Group LLC | 0.05% | Add +10.1% | 535,657 | $53.9M |
| Aspen Capital Management, LLC | 17.16% | — | 533,200 | $53.7M |
| Axxcess Wealth Management, LLC | 1.44% | Reduce -20.9% | 522,407 | $52.6M |
| Integrity Alliance, Llc. | 2.03% | Add +524.1% | 509,156 | $51.3M |
| Wellspring Financial Advisors, LLC | 5.64% | Reduce -21.6% | 503,802 | $50.7M |
| Ridgepath Capital Management LLC | 24.37% | Reduce -21.0% | 503,025 | $50.6M |
| Arjuna Capital | 13.54% | Add +790.3% | 485,800 | $48.9M |
| Commonwealth Equity Services, LLC | 0.07% | Add +37.0% | 470,806 | $47.4M |
| RPS Advisory Solutions LLC | 33.50% | Add +6277.9% | 469,985 | $47.3M |
| Sollinda Capital Management LLC | 13.07% | Reduce -19.1% | 466,499 | $47.0M |
| Creative Planning | 0.04% | Add +4.1% | 463,481 | $46.7M |
| Stratos Wealth Advisors, LLC | 2.54% | Add +5.7% | 460,566 | $46.4M |
| Flagship Harbor Advisors, LLC | 2.42% | Add +28.2% | 456,664 | $46.0M |
| Waverly Advisors, LLC | 0.55% | Add +14.6% | 448,839 | $45.2M |
| CX Institutional | 1.68% | Reduce -38.8% | 442,313 | $44.5M |
| Synergy Asset Management, LLC | 5.47% | Reduce -44.0% | 430,875 | $43.4M |
| Exencial Wealth Advisors, LLC | 1.60% | Reduce -9.9% | 428,786 | $43.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.01% | New | 424,534 | $42.7M |
| First Wilshire Securities Management Inc. | 12.18% | Add +7.3% | 421,838 | $42.5M |
| Millennium Management | 0.04% | Reduce -15.9% | 419,222 | $42.2M |
| Efficient Frontier Advisors LLC | 26.64% | Reduce -0.1% | 406,851 | $41.0M |
| Slow Capital, Inc. | 5.24% | Reduce -12.9% | 388,814 | $39.1M |
| Mariner, LLC | 0.07% | Add +49.8% | 388,692 | $39.1M |
| RFG Advisory, LLC | 1.03% | Add +82.0% | 379,384 | $38.2M |
| HighTower Advisors, LLC | 0.05% | Add +15.7% | 362,103 | $36.5M |
| Coldstream Capital Management Inc. | 0.77% | No change | 358,500 | $36.1M |
| Selective Wealth Management, Inc. | 15.62% | Add +15.8% | 357,064 | $35.9M |
| Sanctuary Advisors, LLC | 0.25% | Reduce -9.7% | 346,672 | $34.9M |
| MML Investors Services, LLC | 0.11% | Add +34.1% | 341,755 | $34.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -10.1% | 341,355 | $34.4M |
| Brookstone Capital Management | 0.49% | Reduce -13.7% | 340,079 | $34.2M |
| Vickerman Investment Advisors, Inc. | 7.59% | Reduce -31.0% | 332,776 | $33.5M |
| United Capital Financial Advisors, LLC | 0.28% | Add +14.9% | 327,532 | $33.0M |
| Beaumont Financial Advisors, LLC | 2.56% | Add +701.9% | 324,599 | $32.7M |
| Tortoise Investment Management, LLC | 3.37% | Add +14.7% | 321,793 | $32.4M |
| Stansberry Asset Management, LLC | 4.06% | Add +679.1% | 321,417 | $32.4M |
| Rockefeller Capital Management L.P. | 0.08% | Add +14.7% | 321,105 | $32.3M |
| Full Sail Capital, LLC | 2.03% | Add +4.0% | 311,319 | $31.3M |
| Aveo Capital Partners, LLC | 5.21% | Reduce -43.4% | 311,957 | $31.3M |
| Smithfield Trust Co | 1.57% | Add +139.1% | 310,480 | $31.3M |
| Orion Capital Management LLC | 13.08% | Add +15.1% | 308,356 | $31.0M |
| Focused Wealth Management, Inc | 4.19% | Reduce -11.9% | 305,927 | $30.8M |
| Corient Private Wealth LP | 0.05% | Reduce -15.8% | 301,719 | $30.4M |
| Almanack Investment Partners, LLC. | 6.02% | Add +11.5% | 301,698 | $30.4M |
| Steward Partners Investment Advisory, LLC | 0.26% | Add +37.8% | 297,115 | $29.9M |
| Pecaut & Co. | 9.85% | Add +11.0% | 287,366 | $28.9M |
| Opus Capital Group, LLC | 3.72% | Reduce -9.5% | 287,195 | $28.9M |
| Talon Private Wealth, LLC | 3.82% | Reduce -2.4% | 283,345 | $28.5M |
| Private Advisor Group, LLC | 0.17% | Add +45.8% | 274,234 | $27.6M |
| Wealthfront Advisers LLC | 0.07% | Add +75.8% | 271,811 | $27.4M |
| Alpha Advisors, LLC | 23.70% | Add +28.1% | 270,405 | $27.2M |
| Gibraltar Capital Management, Inc. | 5.63% | New | 259,062 | $26.1M |
| T. Rowe Price Investment Management, Inc. | 0.02% | New | 257,597 | $25.9M |
| Peak Retirement Planning, Inc. | 14.25% | Add +52.5% | 254,658 | $25.6M |
| M. Kulyk & Associates, LLC | 5.80% | Add +6.5% | 251,770 | $25.3M |
| Owen LaRue, LLC | 12.61% | Add +26.6% | 251,425 | $25.3M |
| Mgo One Seven LLC | 0.96% | Add +78.0% | 244,799 | $24.6M |
| Worth Asset Management, LLC | 13.39% | Reduce -2.6% | 243,452 | $24.5M |
| Perigon Wealth Management, LLC | 0.62% | Add +27.3% | 239,544 | $24.1M |
| Kestra Advisory Services, LLC | 0.12% | Add +19.9% | 238,619 | $24.0M |
| Allworth Financial LP | 0.13% | Add +3.0% | 236,267 | $23.8M |
| Wedbush Securities Inc. | 0.86% | Add +17.7% | 232,601 | $23.4M |
| 3EDGE Asset Management, LP | 1.58% | Add +26.9% | 231,268 | $23.3M |
| SouthState Bank Corp | 1.06% | Add +20.2% | 230,390 | $23.2M |
| Traphagen Investment Advisors LLC | 2.41% | Reduce -8.8% | 228,880 | $23.0M |
| Meeder Advisory Services, Inc. | 1.38% | Add +23.4% | 228,176 | $23.0M |
| Mesirow Financial Investment Management, Inc. | 0.43% | Add +241.3% | 221,352 | $22.3M |
| Scotia Capital Inc. | 0.12% | Add +40.0% | 218,137 | $22.0M |
| Laurel Wealth Advisors LLC | 3.43% | Add +5.1% | 217,715 | $21.9M |
| Impact Partnership Wealth, LLC | 4.67% | Add +52.4% | 217,394 | $21.9M |
| Kohmann Bosshard Financial Services, LLC | 2.57% | Add +0.7% | 216,788 | $21.8M |
| Altiora Financial Group, LLC | 4.61% | Add +50.1% | 215,446 | $21.7M |
| Atlas Private Wealth Advisors | 2.96% | New | 211,014 | $21.2M |
| IFS Advisors, LLC | 16.73% | Add +4.3% | 204,698 | $20.6M |
| L2 Asset Management, LLC | 4.20% | Reduce -27.2% | 202,821 | $20.4M |
| Armstrong Advisory Group, Inc. | 1.63% | No change | 202,987 | $20.4M |
| Bangor Savings Bank | 1.89% | Add +12.7% | 199,235 | $20.1M |
| Kestra Private Wealth Services, LLC | 0.32% | Add +16.1% | 191,187 | $19.2M |
| Keystone Financial Group, Inc. | 13.37% | Add +39.3% | 189,117 | $19.0M |
| Five Oceans Advisors | 9.09% | Add +1.1% | 188,617 | $19.0M |
| Mader & Shannon Wealth Management, Inc. | 10.72% | Reduce -10.3% | 186,645 | $18.8M |
| Cornerstone Enterprises, LLC | 11.40% | Add +2.9% | 185,824 | $18.7M |
| Fiduciary Financial Group, LLC | 3.97% | Reduce -13.1% | 181,609 | $18.2M |
| SVB Wealth LLC | 0.74% | Reduce -8.3% | 179,058 | $18.0M |
| Envestnet Portfolio Solutions, Inc. | 0.07% | Add +0.2% | 178,702 | $18.0M |
| Maxi Investments CY Ltd | 3.56% | Reduce -63.7% | 177,674 | $17.9M |
| Truist Financial Corp. | 0.03% | Add +6.1% | 175,485 | $17.7M |
| Westfuller Advisors, LLC | 11.75% | Add +13.7% | 174,758 | $17.6M |
| Maridea Wealth Management LLC | 5.56% | Reduce -1.7% | 169,140 | $17.0M |
| Stephens Inc. | 0.25% | Reduce -23.3% | 167,540 | $16.9M |
| Red Wave Investments LLC | 5.96% | Add +192.5% | 165,074 | $16.6M |
| Sfmg, LLC | 1.28% | New | 161,338 | $16.2M |
| TT Capital Management LLC | 13.66% | Reduce -6.3% | 161,227 | $16.2M |
| Sowell Financial Services LLC | 0.71% | Add +11.6% | 154,239 | $15.5M |
| Omnia Family Wealth, LLC | 6.43% | Reduce -0.2% | 152,674 | $15.4M |
| Transce3nd, LLC | 6.85% | Reduce -1.2% | 152,347 | $15.3M |
| Tidal Investments LLC | 0.13% | Reduce -30.6% | 152,665 | $15.3M |
| Twelve Points Wealth Management LLC | 4.16% | Add +10.3% | 152,134 | $15.3M |
| Focus Partners Advisor Solutions, LLC | 0.23% | Add +8.3% | 151,414 | $15.2M |
| Sterling Investment Advisors LLC | 8.58% | Add +6.3% | 151,327 | $15.2M |
| Cornerstone Advisors Asset Management, LLC | 3.11% | Add +6.4% | 151,038 | $15.2M |
| Evergreen Capital Management LLC | 0.51% | Add +102.8% | 150,274 | $15.1M |
| Advisors Preferred, LLC | 2.02% | Add +10.3% | 150,290 | $15.1M |
| RMR Capital Management, LLC | 10.79% | Reduce -3.3% | 148,595 | $15.0M |
| GTS Securities LLC | 0.64% | Add +291.8% | 147,684 | $14.9M |
| Smith Anglin Financial, LLC | 1.57% | Add +23.2% | 147,014 | $14.8M |
| Avantax Advisory Services, Inc. | 0.09% | Add +23.7% | 146,277 | $14.7M |
| Robertson Stephens Wealth Management, LLC | 0.54% | Add +269.9% | 143,945 | $14.5M |
| Main Management LLC | 1.27% | Reduce -6.0% | 143,411 | $14.4M |
| Farnam Financial LLC | 14.59% | Reduce -8.9% | 142,763 | $14.4M |
| Michael A. Dubis Financial Planning, LLC | 13.94% | Reduce -0.9% | 142,686 | $14.4M |
| Kathleen S. Wright Associates Inc. | 5.87% | Add +12.6% | 141,154 | $14.2M |
| Lido Advisors, LLC | 0.08% | Add +30.7% | 139,695 | $14.1M |
| International Assets Investment Management, LLC | 1.21% | Add +31.1% | 137,573 | $13.8M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -4.0% | 137,330 | $13.8M |
| Stonekeep Investments, LLC | 10.11% | Reduce -10.4% | 136,113 | $13.7M |
| Journey Advisory Group, LLC | 1.12% | New | 135,344 | $13.6M |
| Financial Advisory Partners, LLC | 4.54% | Add +271.2% | 134,686 | $13.6M |
| Dominguez Wealth Management Solutions, Inc. | 9.74% | Add +0.2% | 132,062 | $13.3M |
| Crescent Grove Advisors, LLC | 1.30% | Reduce -13.1% | 124,079 | $12.5M |
| Cwm, LLC | 0.05% | Add +15.0% | 124,012 | $12.5M |
| Brighton Jones LLC | 0.39% | Add +153.4% | 121,527 | $12.2M |
| Woodmont Investment Counsel LLC | 0.87% | Add +3.5% | 119,412 | $12.0M |
| Strait & Sound Wealth Management LLC | 5.50% | Reduce -5.6% | 117,457 | $11.8M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +3.7% | 117,214 | $11.8M |
| Orion Portfolio Solutions, LLC | 0.12% | Add +3.7% | 117,214 | $11.8M |
| RFG - Bristol Wealth Advisors, LLC | 3.92% | Add +819.5% | 116,296 | $11.7M |
| Blume Capital Management, Inc. | 2.63% | Reduce -12.4% | 116,284 | $11.7M |
| CWA Asset Management Group, LLC | 0.55% | Add +20.3% | 113,786 | $11.5M |
| Gotham Asset Management | 0.10% | Add +576.0% | 113,755 | $11.5M |
| J2 Capital Management Inc | 10.51% | Add +108.9% | 113,589 | $11.4M |
| Berkshire Asset Management LLC | 0.54% | Add +13.4% | 112,688 | $11.3M |
| Valmark Advisers, Inc. | 0.17% | Add +19.1% | 111,455 | $11.2M |
| Emprise Bank | 5.97% | Reduce -3.5% | 110,835 | $11.2M |
| Atria Wealth Solutions, Inc. | 0.13% | Reduce -29.3% | 110,370 | $11.1M |
| Equitable Holdings, Inc. | 0.11% | Add +140.7% | 110,284 | $11.1M |
| Concurrent Investment Advisors, LLC | 0.27% | Add +174.0% | 109,993 | $11.1M |
| Flagship Private Wealth, LLC | 5.18% | Add +18.0% | 108,153 | $10.9M |
| Leavell Investment Management, Inc. | 0.54% | Add +13.6% | 108,086 | $10.9M |
| Prudent Investors Network, Inc. | 3.01% | Reduce -43.5% | 104,880 | $10.6M |
| Vivid Wealth Management, LLC | 5.26% | Add +4.8% | 104,460 | $10.5M |
| Advisory Services Network, LLC | 0.20% | Add +72.2% | 103,195 | $10.4M |
| Highland Financial Advisors, LLC | 3.68% | Add +2.5% | 102,137 | $10.3M |
| Clearstead Advisors, LLC | 0.16% | Reduce -7.6% | 101,714 | $10.2M |
| Hilltop Holdings Inc. | 0.64% | Add +40.8% | 101,099 | $10.2M |
| Centaurus Financial, Inc. | 0.61% | Reduce -10.3% | 100,427 | $10.1M |
| Relyea Zuckerberg Hanson LLC | 1.36% | Add +23.4% | 99,926 | $10.1M |
| Anson Capital, Inc. | 8.64% | Reduce -4.1% | 99,789 | $10.0M |
| Baker Ellis Asset Management LLC | 1.44% | Add +12.7% | 99,318 | $10.0M |
| Motive Wealth Advisors | 5.32% | Add +39.0% | 98,783 | $9.9M |
| Panoramic Capital Partners, LLC | 10.24% | Reduce -24.9% | 98,972 | $9.9M |
| First Foundation Advisors | 0.40% | Add +188.7% | 98,115 | $9.9M |
| Clear Creek Financial Management, LLC | 0.99% | Add +24.2% | 95,089 | $9.6M |
| CFS Investment Advisory Services, LLC | 0.85% | Reduce -1.2% | 95,018 | $9.6M |
| Retirement Capital Strategies | 3.72% | Reduce -21.2% | 94,606 | $9.5M |
| Townsquare Capital LLC | 0.10% | Add +49.4% | 93,499 | $9.4M |
| AE Wealth Management LLC | 0.08% | Reduce -12.8% | 92,551 | $9.3M |
| Heck Capital Advisors, LLC | 1.05% | Reduce -8.6% | 92,430 | $9.3M |
| CENTRAL TRUST Co | 0.23% | Add +3.1% | 92,049 | $9.3M |
| Oppenheimer Asset Management Inc. | 0.11% | Reduce -7.5% | 90,770 | $9.1M |
| Sepio Capital, LP | 0.71% | Add +39.1% | 89,698 | $9.0M |
| Anderson Hoagland & Co. | 1.06% | Add +104.5% | 89,122 | $8.9M |
| Castle Rock Wealth Management, LLC | 2.37% | Reduce -3.8% | 87,552 | $8.8M |
| Mascoma Wealth Management LLC | 2.13% | Reduce -7.3% | 84,938 | $8.6M |
| Janney Montgomery Scott LLC | 0.02% | New | 84,713 | $8.5M |
| Blue Trust, Inc. | 0.11% | Add +9.4% | 83,918 | $8.4M |
| Segall Bryant & Hamill, LLC | 0.13% | Add +7.4% | 83,883 | $8.4M |
| NewEdge Advisors, LLC | 0.05% | Add +30.5% | 83,854 | $8.4M |
| Sandbox Financial Partners, LLC | 2.96% | New | 83,337 | $8.4M |
| Courier Capital LLC | 0.54% | Add +106.7% | 81,301 | $8.2M |
| Stratos Wealth Partners, LTD. | 0.13% | Add +6.6% | 81,065 | $8.2M |
| St Germain D J Co. Inc. | 0.38% | Reduce -14.0% | 79,963 | $8.0M |
| Assetmark, Inc. | 0.02% | Add +111.7% | 78,199 | $7.9M |
| Ameritas Advisory Services, LLC | 0.32% | Add +46.7% | 77,800 | $7.8M |
| Geneos Wealth Management Inc. | 0.26% | Reduce -93.6% | 77,672 | $7.8M |
| Warren Street Wealth Advisors, LLC | 3.06% | Add +43.4% | 77,642 | $7.8M |
| Cypress Capital, LLC | 2.25% | Reduce -6.0% | 77,438 | $7.8M |
| Farrow Financial, Inc. | 5.24% | Add +164.6% | 77,394 | $7.8M |
| Trajan Wealth LLC | 0.42% | Reduce -30.6% | 75,839 | $7.6M |
| Integrated Wealth Concepts LLC | 0.09% | Add +3.5% | 75,792 | $7.6M |
| Signet Financial Management, LLC | 1.03% | Reduce -13.4% | 75,750 | $7.6M |
| Ascent Group, LLC | 0.33% | New | 75,272 | $7.6M |
| Portfolio Design Labs, LLC | 1.56% | No change | 75,218 | $7.6M |
| M & L Capital Management Ltd | 2.25% | No change | 74,700 | $7.5M |
| Strategic Advisors LLC | 1.45% | Add +12.3% | 74,551 | $7.5M |
| Fortis Group Advisors, LLC | 1.44% | Reduce -14.6% | 73,824 | $7.4M |
| Advisory Research Inc. | 1.31% | Add +159.5% | 73,559 | $7.4M |
| Magnolia Private Wealth, LLC | 6.19% | Reduce -17.2% | 72,712 | $7.3M |
| Flow Traders U.S. LLC | 0.31% | New | 72,349 | $7.3M |
| Diversify Advisory Services, LLC | 0.45% | Add +23.2% | 71,949 | $7.2M |
| Curi Capital, LLC | 0.18% | Reduce -8.1% | 71,507 | $7.2M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +33.5% | 71,234 | $7.2M |
| Studio Investment Management LLC | 1.48% | Add +17.5% | 71,072 | $7.2M |
| Atria Investments, Inc | 0.09% | Reduce -11.1% | 69,940 | $7.0M |
| VestGen Investment Management | 5.22% | Reduce -79.2% | 68,802 | $6.9M |
| Savant Capital, LLC | 0.06% | Add +347.8% | 67,828 | $6.8M |
| Klein Pavlis & Peasley Financial, Inc. | 4.88% | Add +29.3% | 67,571 | $6.8M |
| VestGen Advisors, LLC | 0.31% | — | 66,996 | $6.7M |
| Carnegie Investment Counsel | 0.16% | Reduce -26.2% | 66,699 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | New | 66,349 | $6.7M |
| Destination Wealth Management | 0.21% | Add +3.1% | 65,636 | $6.6M |
| Lincoln Capital Corp. | 2.74% | Add +21.9% | 65,173 | $6.6M |
| US Bancorp \de | 0.01% | Reduce -24.0% | 65,097 | $6.6M |
| Heritage Wealth Management, Inc./Texas | 3.78% | Add +7.6% | 64,797 | $6.5M |
| Professional Financial Advisors, LLC | 1.64% | Add +12.4% | 64,316 | $6.5M |
| Sound Financial Strategies Group, LLC | 5.76% | Reduce -0.9% | 64,100 | $6.5M |
| Crown Wealth Group, LLC | 3.31% | Add +5.4% | 63,372 | $6.4M |
| StoneX Group Inc. | 0.35% | Add +20.5% | 63,367 | $6.4M |
| Brasada Capital Management, LP | 1.26% | Add +107.3% | 62,938 | $6.3M |
| Ashton Thomas Private Wealth, LLC | 0.24% | Reduce -31.9% | 62,295 | $6.3M |
| Sigma Planning Corp | 0.20% | Reduce -1.0% | 62,239 | $6.3M |
| Nottingham Advisors, Inc. | 0.95% | Reduce -51.6% | 61,747 | $6.2M |
| Members Wealth LLC | 4.68% | Add +22.3% | 61,595 | $6.2M |
| VanWeelden Wealth Management, LLC | 5.44% | Add +18.1% | 60,761 | $6.1M |
| Ieq Capital, LLC | 0.05% | New | 60,585 | $6.1M |
| Koa Wealth Management, LLC | 4.92% | Reduce -11.4% | 60,573 | $6.1M |
| Greenline Partners, LLC | 0.87% | Reduce -53.5% | 59,879 | $6.0M |
| Watchman Group, Inc. | 1.68% | Reduce -10.8% | 59,524 | $6.0M |
| Diversified Trust Co. | 0.15% | No change | 59,134 | $6.0M |
| Trust Co. of Vermont | 0.30% | Add +237.5% | 59,021 | $5.9M |
| Ade, LLC | 3.40% | Reduce -13.3% | 58,693 | $5.9M |
| Planned Solutions, Inc. | 2.41% | Add +21.3% | 58,458 | $5.9M |
| HRT Financial LP | 0.04% | New | 58,357 | $5.9M |
| OneDigital Investment Advisors LLC | 0.07% | Add +285.5% | 58,131 | $5.9M |
| Greenwich Wealth Management LLC | 0.44% | Reduce -28.0% | 57,678 | $5.8M |
| Legacy Advisory Services, LLC | 4.85% | New | 57,025 | $5.7M |
| Cove Private Wealth, LLC | 3.04% | Add +172.1% | 56,450 | $5.7M |
| Ackerman Capital Advisors, LLC | 1.49% | Add +0.8% | 56,016 | $5.6M |
| West Michigan Advisors, LLC | 1.84% | Add +1966.8% | 55,018 | $5.5M |
| Grantvest Financial Group LLC | 4.47% | Add +2.4% | 54,804 | $5.5M |
| Simon Quick Advisors, LLC | 0.31% | Add +95.7% | 54,385 | $5.5M |
| Lanark Financial, Inc. | 0.46% | — | 53,648 | $5.4M |
| Americana Partners, LLC | 0.21% | Add +18.0% | 53,626 | $5.4M |
| Comerica Bank | 0.02% | Add +7.4% | 53,575 | $5.4M |
| Sumitomo Mitsui Financial Group, Inc. | 0.10% | Add +95.6% | 53,356 | $5.4M |
| Clarity Financial LLC | 0.62% | No change | 53,248 | $5.4M |
| Clayton Partners LLC | 4.62% | Reduce -6.5% | 52,802 | $5.3M |
| Horizon Investments, LLC | 0.16% | Reduce -18.1% | 52,741 | $5.3M |
| Sonoma Private Wealth LLC | 7.30% | Add +495.9% | 52,270 | $5.3M |
| Empowered Funds, LLC | 0.07% | Add +108.5% | 52,425 | $5.3M |
| Golden State Wealth Management, LLC | 0.76% | Reduce -0.5% | 50,651 | $5.1M |
| Capital Advisors Wealth Management, LLC | 0.90% | Add +138.6% | 50,644 | $5.1M |
| Alesco Advisors, LLC, An ESL Co | 0.16% | Add +5.8% | 49,777 | $5.0M |
| Jmac Enterprises LLC | 1.19% | Add +2.5% | 49,699 | $5.0M |
| Phil A. Younker & Associates, Ltd. | 4.89% | New | 49,302 | $5.0M |
| Sage Rhino Capital LLC | 1.14% | Reduce -51.5% | 48,735 | $4.9M |
| &partners | 0.05% | Add +233.1% | 48,217 | $4.9M |
| Enhancing Capital LLC | 3.84% | Reduce -4.4% | 47,633 | $4.8M |
| Private Advisory Group LLC | 0.54% | Reduce -32.7% | 47,297 | $4.8M |
| Strategic Financial Concepts, LLC | 0.89% | Add +31.1% | 47,015 | $4.7M |
| Cary Street Partners Financial LLC | 0.15% | Reduce -9.4% | 46,745 | $4.7M |
| Cibc World Market Inc. | 0.01% | Reduce -9.0% | 46,157 | $4.6M |
| Deane Retirement Strategies, Inc. | 2.21% | Reduce -51.7% | 46,065 | $4.6M |
| Ridgeline Wealth, LLC | 3.94% | Reduce -5.7% | 46,026 | $4.6M |
| Montgomery Investment Management Inc. | 1.84% | Add +20.7% | 46,020 | $4.6M |
| B. Riley Wealth Advisors, Inc. | 0.14% | Add +5.3% | 45,970 | $4.6M |
| Capital Planning LLC | 1.28% | Add +151.3% | 45,588 | $4.6M |
| Core Wealth Partners LLC | 2.65% | Reduce -1.8% | 45,308 | $4.6M |
| Diversify Wealth Management, LLC | 0.34% | Add +1431.5% | 44,920 | $4.5M |
| Marion Wealth Management | 1.20% | Reduce -5.2% | 44,668 | $4.5M |
| Alterna Wealth Management, Inc. | 3.41% | Add +118.0% | 44,650 | $4.5M |
| Bank of Montreal | 0.00% | Reduce -34.0% | 44,265 | $4.5M |
| Ascentis Wealth Management, LLC | 1.43% | Add +4924.8% | 44,319 | $4.5M |
| Archer Investment Corp | 1.15% | Add +4.8% | 44,145 | $4.4M |
| Sterling Investment Counsel, LLC | 1.51% | New | 43,873 | $4.4M |
| Pathstone Holdings, LLC | 0.02% | Reduce -29.4% | 43,642 | $4.4M |
| Jim Saulnier & Associates, LLC | 3.41% | Reduce -22.1% | 43,479 | $4.4M |
| HUB Investment Partners, LLC | 0.18% | New | 43,102 | $4.3M |
| Hubbell Strickland Wealth Management, LLC | 2.05% | Reduce -8.3% | 42,949 | $4.3M |
| JDM Financial Group LLC | 2.19% | Add +90.2% | 42,900 | $4.3M |
| Hayek Kallen Investment Management | 1.58% | Add +15.6% | 42,570 | $4.3M |
| Scratch Capital LLC | 4.41% | Add +28.7% | 42,425 | $4.3M |
| Wisconsin Capital Management LLC | 2.69% | Reduce -0.1% | 41,988 | $4.2M |
| First Pacific Advisors, LP | 0.07% | Reduce -25.3% | 41,816 | $4.2M |
| Vantage Financial Partners, LLC | 1.05% | New | 41,785 | $4.2M |
| Buck Wealth Strategies, LLC | 0.76% | Reduce -73.3% | 41,703 | $4.2M |
| Principal Securities, Inc. | 0.09% | No change | 41,667 | $4.2M |
| Evermay Wealth Management LLC | 0.54% | Reduce -16.9% | 41,218 | $4.1M |
| Heritage Oak Wealth Advisors LLC | 1.83% | Reduce -72.2% | 41,204 | $4.1M |
| Centric Wealth Management | 1.08% | New | 40,935 | $4.1M |
| Norris Perne & French LLP | 0.31% | New | 40,673 | $4.1M |
| Caliber Wealth Management, LLC / KS | 0.56% | — | 40,400 | $4.1M |
| Root Financial Partners, LLC | 0.43% | Reduce -11.4% | 40,295 | $4.1M |
| Huntleigh Advisors, Inc. | 0.68% | Add +2.1% | 40,256 | $4.1M |
| Hunter Associates Investment Management LLC | 0.62% | Add +303.2% | 40,101 | $4.0M |
| Red Crane Wealth Management, LLC | 3.87% | Add +11.5% | 40,123 | $4.0M |
| Founders Financial Securities LLC | 0.34% | Reduce -31.6% | 39,830 | $4.0M |
| Ethos Financial Group, LLC | 0.37% | No change | 38,754 | $3.9M |
| PCG Asset Management, LLC | 3.61% | Add +5.1% | 38,285 | $3.9M |
| Headinvest, LLC | 0.75% | Add +28.6% | 38,116 | $3.8M |
| Greenspring Advisors, LLC | 0.91% | Add +4.5% | 38,055 | $3.8M |
| MN Wealth Advisors, LLC | 2.25% | Reduce -35.4% | 38,032 | $3.8M |
| Whittier Trust Co. of Nevada Inc. | 0.10% | New | 37,860 | $3.8M |
| Baring Financial LLC | 3.18% | Add +54.8% | 37,602 | $3.8M |
| Steele Capital Management, Inc. | 0.20% | Add +215.2% | 37,546 | $3.8M |
| GWN Securities Inc. | 0.21% | Add +730.4% | 37,435 | $3.8M |
| Arete Wealth Advisors, LLC | 0.28% | Add +187.4% | 36,415 | $3.7M |
| Ascentis Independent Advisors | 0.72% | Add +29.0% | 35,962 | $3.6M |
| Texas Yale Capital Corp. | 0.15% | No change | 35,925 | $3.6M |
| Beacon Capital Management, LLC | 0.49% | Reduce -48.5% | 35,872 | $3.6M |
| Night Owl Capital Management, LLC | 0.45% | Add +43.0% | 35,411 | $3.6M |
| Faithward Advisors, LLC | 0.62% | Add +15.3% | 35,381 | $3.6M |
| Kingstone Capital Partners Texas, LLC | 2.86% | Add +12.7% | 35,321 | $3.6M |
| Quattro Financial Advisors LLC | 1.18% | New | 34,297 | $3.5M |
| Guggenheim Capital LLC | 0.03% | Reduce -6.3% | 33,953 | $3.4M |
| American Alpha Advisors, LLC | 2.90% | New | 32,535 | $3.3M |
| Betterment LLC | 0.01% | Add +24.2% | 32,347 | $3.3M |
| McAdam, LLC | 0.20% | Reduce -22.4% | 31,901 | $3.2M |
| Fort Point Capital Partners LLC | 0.36% | Reduce -14.9% | 31,786 | $3.2M |
| Brown Advisory Inc. | 0.00% | Reduce -36.3% | 31,743 | $3.2M |
| Portland Global Advisors LLC | 0.40% | Reduce -3.2% | 31,708 | $3.2M |
| Diversified Portfolios, Inc. | 0.33% | Reduce -13.0% | 31,285 | $3.1M |
| Norris Financial Group, LLC | 1.43% | Add +14.7% | 30,347 | $3.1M |
| Benjamin Edwards Inc. | 0.04% | Add +5.8% | 30,243 | $3.0M |
| 5th Street Advisors, LLC | 1.46% | New | 30,109 | $3.0M |
| New Harbor Financial Group, LLC | 0.80% | Reduce -6.1% | 30,039 | $3.0M |
| DGS Capital Management, LLC | 0.80% | New | 30,000 | $3.0M |
| PFG Investments, LLC | 0.19% | Add +12.3% | 29,951 | $3.0M |
| Strategic Blueprint, LLC | 0.16% | Add +200.8% | 29,024 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.09% | New | 28,491 | $2.9M |
| Avidian Wealth Enterprises, LLC | 0.13% | Add +19.4% | 28,407 | $2.9M |
| Independent Financial Group, LLC | 0.10% | Add +261.9% | 28,214 | $2.8M |
| HHM Wealth Advisors, LLC | 0.38% | Add +18.0% | 28,203 | $2.8M |
| SwitchPoint Financial Planning, LLC | 2.68% | Add +66.0% | 28,052 | $2.8M |
| Ackerman Asset Management, LLC | 2.55% | — | 28,040 | $2.8M |
| Successful Portfolios LLC | 1.90% | Add +9.3% | 27,818 | $2.8M |
| Arax Advisory Partners | 0.18% | Reduce -18.8% | 27,777 | $2.8M |
| Smith, Moore & Co. | 0.26% | Reduce -31.2% | 27,632 | $2.8M |
| Financial Strategies Group, Inc. | 0.66% | Add +57.2% | 27,663 | $2.8M |
| Ridgewood Investments LLC | 1.29% | Add +12.1% | 27,467 | $2.8M |
| Beacon Financial Group | 0.30% | Add +6.8% | 27,381 | $2.8M |
| Balboa Wealth Partners | 0.67% | New | 27,276 | $2.7M |
| Two Sigma Securities, LLC | 0.42% | Add +901.9% | 27,050 | $2.7M |
| Lionshead Wealth Management, LLC | 2.83% | Add +3.5% | 27,018 | $2.7M |
| Sprott Inc. | 0.16% | Add +13.6% | 26,934 | $2.7M |
| Kingswood Wealth Advisors, LLC | 0.25% | Add +101.2% | 26,754 | $2.7M |
| Cowa, LLC | 1.15% | Reduce -23.7% | 26,677 | $2.7M |
| United Advisor Group, LLC | 0.55% | Add +92.5% | 26,495 | $2.7M |
| True Link Financial Advisors, LLC | 0.20% | Add +44.6% | 26,204 | $2.6M |
| Glen Eagle Advisors, LLC | 0.43% | Reduce -1.2% | 25,570 | $2.6M |
| B.O.S.S. Retirement Advisors, LLC | 0.74% | Add +14.1% | 25,506 | $2.6M |
| Transamerica Financial Advisors, LLC | 0.26% | Add +12.3% | 25,448 | $2.6M |
| Willow Creek Wealth Management Inc. | 0.24% | Add +0.2% | 24,925 | $2.5M |
| Rochester Wealth Strategies, LLC | 1.99% | — | 24,908 | $2.5M |
| Foster & Motley Inc. | 0.16% | Reduce -38.5% | 24,816 | $2.5M |
| Everstar Asset Management, LLC | 1.65% | Reduce -14.1% | 24,789 | $2.5M |
| Encompass More Asset Management | 0.74% | Add +95.5% | 24,735 | $2.5M |
| World Investment Advisors | 0.06% | Reduce -78.5% | 24,704 | $2.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +617.3% | 24,646 | $2.5M |
| Wilmington Savings Fund Society, FSB | 0.05% | Add +616.1% | 24,346 | $2.5M |
| 1900 Wealth Management LLC | 0.20% | Add +22.7% | 24,257 | $2.4M |
| Guidance Capital, Inc. | 0.74% | Add +0.3% | 24,117 | $2.4M |
| Plancorp, LLC | 0.10% | New | 23,835 | $2.4M |
| Bison Wealth, LLC | 0.22% | New | 23,652 | $2.4M |
| Polen Capital Management LLC | 0.01% | Add +318.4% | 23,299 | $2.3M |
| TD Waterhouse Canada Inc. | 0.02% | Add +16.2% | 23,312 | $2.3M |
| Factor Wealth Management LTD | 0.68% | Reduce -6.8% | 21,957 | $2.2M |
| Winthrop Capital Management, LLC | 0.61% | Add +2.0% | 21,900 | $2.2M |
| Oak Harvest Investment Services | 0.31% | Add +16.4% | 21,734 | $2.2M |
| Sound Income Strategies, LLC | 0.13% | Add +0.7% | 21,649 | $2.2M |
| Prosperity Wealth Management, Inc. | 1.02% | Add +51.5% | 21,554 | $2.2M |
| CW Advisors, LLC | 0.03% | Add +18.1% | 21,388 | $2.2M |
| Aptus Capital Advisors, LLC | 0.02% | Add +6.6% | 21,197 | $2.1M |
| Lantz Financial LLC | 0.58% | Add +57.0% | 21,008 | $2.1M |
| Integrated Advisors Network LLC | 0.11% | Add +176.8% | 20,924 | $2.1M |
| Wealthedge Investment Advisors, LLC | 0.95% | Add +43.4% | 20,848 | $2.1M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.01% | Add +6.8% | 20,750 | $2.1M |
| Walker Asset Management, LLC | 1.27% | New | 20,690 | $2.1M |
| Goelzer Investment Management, Inc. | 0.12% | New | 20,430 | $2.1M |
| Victory Financial Group, LLC | 0.39% | Add +36.6% | 20,400 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +13.6% | 20,293 | $2.0M |
| Foundations Investment Advisors, LLC | 0.04% | Add +45.1% | 20,254 | $2.0M |
| Elevate Capital Advisors, LLC | 1.87% | Add +42.6% | 20,055 | $2.0M |
| Parkside Financial Bank & Trust | 0.26% | Reduce -47.6% | 19,966 | $2.0M |
| Waterfront Wealth Inc. | 0.49% | Reduce -1.6% | 19,779 | $2.0M |
| Mills Wealth Advisors LLC | 1.05% | Add +125.2% | 19,572 | $2.0M |
| Meredith Wealth Planning | 0.86% | New | 19,320 | $1.9M |
| UMB Bank, n.a. | 0.03% | Add +12.7% | 19,190 | $1.9M |
| Rothschild Investment LLC | 0.13% | Reduce -23.8% | 19,006 | $1.9M |
| PFG Advisors | 0.11% | Add +58.4% | 18,981 | $1.9M |
| Silver Lake Advisory, LLC | 0.83% | Reduce -6.2% | 18,917 | $1.9M |
| Claro Advisors Inc. | 0.25% | Add +768.5% | 18,889 | $1.9M |
| 4WEALTH Advisors, Inc. | 2.10% | Reduce -6.5% | 18,850 | $1.9M |
| Peregrine Asset Advisers, Inc. | 0.71% | Add +371.9% | 18,829 | $1.9M |
| Talisman Wealth Advisors LLC | 1.95% | Reduce -24.6% | 18,824 | $1.9M |
| Altura Wealth Advisors Inc. | 1.25% | Reduce -2.7% | 18,799 | $1.9M |
| Nicholas Hoffman & Company, LLC. | 0.07% | New | 18,798 | $1.9M |
| Realta Investment Advisors | 0.86% | Reduce -10.1% | 18,661 | $1.9M |
| Eagle Bay Advisors LLC | 1.59% | Add +6.6% | 18,649 | $1.9M |
| Commonwealth Financial Services, LLC | 0.38% | Reduce -13.6% | 18,554 | $1.9M |
| Baker Avenue Asset Management, LP | 0.06% | Reduce -3.9% | 18,345 | $1.8M |
| Collier Financial | 1.57% | Add +67.9% | 18,319 | $1.8M |
| Discipline Wealth Solutions, LLC | 0.88% | Add +23.7% | 18,212 | $1.8M |
| DMC Group, LLC | 1.49% | New | 18,142 | $1.8M |
| Sheridan Capital Management, LLC | 1.31% | Add +2.9% | 17,843 | $1.8M |
| CPR Investments Inc. | 1.59% | Add +60.2% | 17,788 | $1.8M |
| Klaas Financial Asset Advisors, LLC | 0.31% | Add +103.8% | 17,755 | $1.8M |
| Quantinno Capital Management LP | 0.01% | New | 17,716 | $1.8M |
| Dynamic Wealth Strategies, LLC | 1.48% | Reduce -9.4% | 17,683 | $1.8M |
| Shepherd Kaplan Krochuk, LLC | 1.52% | Reduce -29.7% | 17,590 | $1.8M |
| Gateway Wealth Partners, LLC | 0.40% | Add +8.2% | 17,587 | $1.8M |
| Edmond DE Rothschild Holding S.A. | 0.03% | Add +906.4% | 17,461 | $1.8M |
| Marest Capital, LLC | 1.45% | New | 17,391 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.04% | Add +23.7% | 17,318 | $1.7M |
| Stableford Capital II LLC | 0.73% | Reduce -84.3% | 17,259 | $1.7M |
| Berger Financial Group, Inc | 0.12% | Add +122.8% | 17,063 | $1.7M |
| Alpha Financial Partners LLC | 1.37% | Reduce -4.2% | 16,986 | $1.7M |
| Elevation Wealth Partners, LLC | 0.74% | Add +0.7% | 16,921 | $1.7M |
| Intrua Financial, LLC | 0.27% | Add +1.1% | 16,824 | $1.7M |
| Regency Capital Management Inc.\DE | 1.01% | Add +4.9% | 16,797 | $1.7M |
| Retireful, LLC | 1.57% | Reduce -60.5% | 16,528 | $1.7M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -0.4% | 16,487 | $1.7M |
| Waycross Investment Management Co | 1.86% | Add +31.0% | 16,398 | $1.7M |
| Salem Investment Counselors Inc. | 0.06% | Add +31.9% | 16,290 | $1.6M |
| National Bank of Canada | 0.00% | Add +162.7% | 16,074 | $1.6M |
| Ausdal Financial Partners, Inc. | 0.12% | Add +177.0% | 16,043 | $1.6M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Add +67.7% | 15,992 | $1.6M |
| Axis Wealth Partners, LLC | 1.18% | Add +34.6% | 15,857 | $1.6M |
| Leicht Financial Planning & Wealth Management, Inc. | 0.83% | New | 15,768 | $1.6M |
| Emerald Advisors, LLC | 0.21% | Reduce -32.2% | 15,735 | $1.6M |
| EverSource Wealth Advisors, LLC | 0.09% | Add +93.3% | 15,642 | $1.6M |
| Congress Asset Management Co. | 0.01% | Reduce -2.7% | 15,619 | $1.6M |
| RIA Advisory Group LLC | 0.50% | Reduce -95.6% | 15,374 | $1.5M |
| Gallagher Fiduciary Advisors, LLC | 0.05% | Reduce -23.7% | 15,154 | $1.5M |
| Simplicity Wealth,LLC | 0.12% | Reduce -14.8% | 15,149 | $1.5M |
| Cidel Asset Management Inc. | 0.10% | New | 14,910 | $1.5M |
| Alta Wealth Advisors LLC | 0.67% | Add +53.9% | 14,474 | $1.5M |
| Peapod Lane Capital LLC | 1.63% | Add +214.5% | 14,417 | $1.5M |
| Crews Bank & Trust | 0.25% | Reduce -6.3% | 14,376 | $1.4M |
| Hobbs Group Advisors, LLC | 0.55% | Add +19.9% | 14,249 | $1.4M |
| Salomon & Ludwin, LLC | 0.15% | Reduce -0.6% | 14,235 | $1.4M |
| Signal Advisors Wealth, LLC | 0.14% | Add +220.1% | 13,918 | $1.4M |
| EP Wealth Advisors, LLC | 0.01% | Reduce -2.6% | 13,651 | $1.4M |
| Aire Advisors, LLC | 0.29% | No change | 13,650 | $1.4M |
| McNamara Financial Services, Inc. | 0.29% | Add +261.9% | 13,541 | $1.4M |
| Bravias Capital Group, LLC | 1.10% | Add +9.9% | 13,529 | $1.4M |
| Independent Wealth Network Inc. | 0.53% | Reduce -1.4% | 13,093 | $1.3M |
| Perennial Investment Advisors, LLC | 0.15% | Add +48.1% | 13,077 | $1.3M |
| Partners Wealth Management, LLC | 1.49% | Reduce -22.6% | 13,047 | $1.3M |
| Values First Advisors, Inc. | 0.75% | Add +0.1% | 12,741 | $1.3M |
| Sincerus Advisory, LLC | 1.33% | Add +0.7% | 12,555 | $1.3M |
| Compagnie Lombard Odier SCmA | 0.02% | Reduce -22.7% | 12,302 | $1.2M |
| Vision Capital Management, Inc. | 0.18% | Reduce -11.0% | 12,209 | $1.2M |
| Good Life Advisors, LLC | 0.09% | Reduce -5.7% | 12,126 | $1.2M |
| Lumbard & Kellner, LLC | 0.54% | New | 12,087 | $1.2M |
| Landing Point Financial Group, LLC | 0.92% | Add +214.4% | 12,037 | $1.2M |
| Ervin Investment Management, LLC | 0.81% | New | 11,981 | $1.2M |
| Ironwood Investment Management LLC | 0.65% | No change | 11,905 | $1.2M |
| Argent Trust Co | 0.05% | Reduce -7.0% | 11,843 | $1.2M |
| Denali Advisors LLC | 0.14% | Add +39.0% | 11,821 | $1.2M |
| Private Management Group Inc. | 0.04% | Add +15.7% | 11,792 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Add +23.6% | 11,628 | $1.2M |
| Vishria Bird Financial Group, LLC | 0.40% | Reduce -1.3% | 11,595 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -37.6% | 11,439 | $1.2M |
| Bayshore Asset Management, LLC | 0.57% | Add +373.3% | 11,312 | $1.1M |
| Provident Investment Management, Inc. | 0.11% | Add +108.6% | 11,298 | $1.1M |
| Legacy Edge Advisors, LLC | 0.18% | Reduce -37.4% | 11,297 | $1.1M |
| Warberg Asset Management LLC | 4.82% | New | 11,265 | $1.1M |
| Napatree Capital LLC | 0.63% | Add +143.5% | 11,179 | $1.1M |
| Serenus Wealth Advisors, LLC | 0.19% | Add +0.3% | 11,089 | $1.1M |
| Silver Oak Securities, Incorporated | 0.10% | Add +66.5% | 11,015 | $1.1M |
| Choreo, LLC | 0.02% | Add +293.5% | 10,955 | $1.1M |
| Element Wealth, LLC | 0.59% | New | 10,900 | $1.1M |
| CoreCap Advisors, LLC | 0.05% | Add +10.0% | 10,851 | $1.1M |
| One Degree Advisors Inc | 0.45% | Reduce -89.1% | 10,767 | $1.1M |
| Jaffetilchin Investment Partners, LLC | 0.08% | Reduce -12.4% | 10,754 | $1.1M |
| Legacy Capital Wealth Partners, LLC | 0.26% | New | 10,670 | $1.1M |
| Fortitude Advisory Group L.L.C. | 0.77% | New | 10,632 | $1.1M |
| Semper Augustus Investments | 0.17% | New | 10,600 | $1.1M |
| Retirement Planning Group, LLC | 0.05% | New | 10,591 | $1.1M |
| Elevated Capital Advisors, LLC | 0.30% | Reduce -23.1% | 10,584 | $1.1M |
| Capital Investment Advisory Services, LLC | 0.09% | New | 10,527 | $1.1M |
| N.E.W. Advisory Services LLC | 0.08% | Add +14.7% | 10,467 | $1.1M |
| Geneva Partners, LLC | 0.54% | New | 10,396 | $1.0M |
| Sheaff Brock Investment Advisors, LLC | 0.10% | Add +163.0% | 10,389 | $1.0M |
| Wealthquest Corp | 0.09% | New | 10,305 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 10,117 | $1.0M |
| Prostatis Group LLC | 0.32% | Reduce -4.4% | 10,062 | $1.0M |
| Fortress Wealth Management, Inc. | 0.53% | New | 10,053 | $1.0M |
| Verus Capital Partners, LLC | 0.10% | Add +11.9% | 9,961 | $1.0M |
| Lake Hills Wealth Management, LLC | 0.67% | New | 9,630 | $969K |
| Private Trust Co. NA | 0.10% | Add +372.5% | 9,591 | $966K |
| Parallel Advisors, LLC | 0.02% | Add +0.0% | 9,380 | $944K |
| RDA Financial Network | 0.28% | Reduce -7.4% | 9,280 | $934K |
| Advisory Alpha, LLC | 0.03% | Add +6.8% | 9,147 | $921K |
| Cosner Financial Group, LLC | 0.56% | Reduce -0.4% | 9,117 | $918K |
| Nwam LLC | 0.08% | Add +3.4% | 9,071 | $913K |
| Wooster Corthell Wealth Management, Inc. | 0.19% | Add +41.8% | 9,025 | $909K |
| ORG Partners LLC | 0.23% | Reduce -86.0% | 8,999 | $903K |
| One Wealth Management Investment & Advisory Services, LLC | 1.49% | New | 8,944 | $900K |
| YHB Investment Advisors, Inc. | 0.07% | Add +171.9% | 8,700 | $876K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.99% | Add +90.5% | 8,650 | $871K |
| IFG Advisors, LLC | 0.17% | Reduce -11.9% | 8,551 | $861K |
| Vertex Planning Partners, LLC | 0.19% | Reduce -24.7% | 8,545 | $860K |
| Essex Financial Services, Inc. | 0.06% | New | 8,501 | $856K |
| Quarry Hill Advisors, LLC | 0.55% | New | 8,380 | $844K |
| Arcus Capital Partners, LLC | 0.34% | New | 8,370 | $843K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +19.7% | 8,325 | $838K |
| Pure Portfolios Holdings LLC | 0.30% | Add +185.8% | 8,241 | $830K |
| PKS Advisory Services, LLC | 0.23% | Add +203.8% | 8,201 | $826K |
| Cura Wealth Advisors, LLC | 0.33% | New | 8,200 | $825K |
| Compound Planning, Inc. | 0.04% | Add +27.0% | 8,165 | $822K |
| Kane Investment Management, Inc. | 0.39% | Add +108.8% | 8,073 | $813K |
| Goldman Sachs Group Inc. | 0.00% | New | 8,048 | $810K |
| First American Bank | 0.06% | New | 8,042 | $810K |
| WCM Investment Management, LLC | 0.00% | Add +0.9% | 7,977 | $803K |
| Sellwood Investment Partners LLC | 0.42% | Add +0.7% | 7,907 | $796K |
| Pathway Financial Advisors LLC | 0.14% | New | 7,860 | $791K |
| Probity Advisors, Inc. | 0.15% | Add +0.6% | 7,821 | $787K |
| Founders Grove Wealth Partners, LLC | 0.22% | No change | 7,783 | $784K |
| Altus Wealth Group LLC | 0.37% | Reduce -73.7% | 7,744 | $780K |
| WealthCollab, LLC | 0.48% | Add +108.7% | 7,722 | $777K |
| Venturi Wealth Management, LLC | 0.04% | Reduce -1.1% | 7,717 | $777K |
| AlphaCore Capital LLC | 0.07% | New | 7,716 | $777K |
| 17 Capital Partners, LLC | 0.50% | New | 7,698 | $775K |
| Meitav Investment House Ltd. | 0.01% | Reduce -48.3% | 7,564 | $761K |
| Modera Wealth Management, LLC | 0.01% | Reduce -14.9% | 7,542 | $759K |
| Wick Capital Partners, LLC | 0.22% | New | 7,464 | $751K |
| Waterloo Capital, L.P. | 0.07% | New | 7,421 | $747K |
| NBZ Investment Advisors LLC | 0.43% | Add +48.5% | 7,398 | $745K |
| LifeGoal Investments, LLC | 0.80% | New | 7,318 | $737K |
| Eldridge Investment Advisors, Inc. | 0.17% | Reduce -65.3% | 7,287 | $734K |
| Andina Capital Management, LLC | 0.52% | Reduce -1.4% | 7,237 | $729K |
| Tudor Investment Corporation | 0.01% | New | 7,221 | $727K |
| Austin Private Wealth, LLC | 0.07% | Reduce -37.1% | 7,188 | $724K |
| BankPlus Wealth Management LLC | 0.52% | New | 6,978 | $702K |
| Level Four Advisory Services, LLC | 0.03% | Add +35.9% | 6,945 | $699K |
| Adaptive Financial Consulting, LLC | 0.30% | Add +17.0% | 6,888 | $693K |
| Adero Partners, LLC | 0.05% | New | 6,862 | $691K |
| LWM Advisory Services, LLC | 0.48% | Add +23.3% | 6,851 | $690K |
| DAVENPORT & Co LLC | 0.00% | No change | 6,850 | $690K |
| AdvisorNet Financial, Inc | 0.05% | Add +78.8% | 6,797 | $684K |
| Freestate Advisors LLC | 0.68% | Add +53.9% | 6,781 | $683K |
| Bridgewater Advisors Inc. | 0.06% | New | 6,711 | $676K |
| Brown Miller Wealth Management, LLC | 0.23% | New | 6,605 | $665K |
| XY Planning Network, Inc. | 0.44% | New | 6,602 | $665K |
| Ssi Investment Management LLC | 0.27% | No change | 6,587 | $663K |
| Burling Wealth Partners, LLC | 0.14% | New | 6,508 | $655K |
| Wittenberg Investment Management, Inc. | 0.30% | No change | 6,500 | $654K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.0% | 6,472 | $652K |
| Savvy Advisors, Inc. | 0.07% | New | 6,419 | $646K |
| Walkner Condon Financial Advisors LLC | 0.13% | New | 6,329 | $637K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.02% | Add +3.3% | 6,252 | $629K |
| McClarren Financial Advisors, Inc. | 0.41% | Add +210.1% | 6,201 | $621K |
| Triumph Capital Management | 0.21% | Reduce -16.1% | 6,152 | $619K |
| CAP Partners, LLC | 0.45% | New | 6,132 | $617K |
| Goepper Burkhardt LLC | 0.25% | New | 6,101 | $614K |
| Optivise Advisory Services LLC | 0.34% | Add +4.2% | 6,032 | $607K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -9.6% | 6,030 | $607K |
| Ursa Fund Management, LLC | 2.14% | New | 6,000 | $604K |
| DecisionPoint Financial, LLC | 0.17% | No change | 5,976 | $602K |
| Bogart Wealth, LLC | 0.03% | Add +14.5% | 5,903 | $594K |
| Wealth Architects, LLC | 0.07% | No change | 5,883 | $592K |
| Fullcircle Wealth LLC | 0.24% | Reduce -7.9% | 5,862 | $590K |
| Whalen Wealth Management Inc. | 0.39% | Add +119.3% | 5,850 | $589K |
| Accurate Wealth Management, LLC | 0.11% | Reduce -92.7% | 5,830 | $586K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +17.0% | 5,796 | $583K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -0.9% | 5,779 | $582K |
| Calton & Associates, Inc. | 0.13% | New | 5,714 | $575K |
| Pinion Investment Advisors, LLC | 0.13% | New | 5,664 | $570K |
| Greenwood Gearhart LLC | 0.04% | Add +3.5% | 5,653 | $569K |
| Modern Wealth Management, LLC | 0.02% | New | 5,610 | $565K |
| Hanover Advisors Inc. | 0.24% | Add +61.0% | 5,525 | $556K |
| Vontobel Holding Ltd. | 0.00% | Reduce -45.0% | 5,497 | $553K |
| Fermata Advisors, LLC | 0.10% | Reduce -13.2% | 5,362 | $540K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -8.8% | 5,352 | $539K |
| Shufro Rose & Co. LLC | 0.04% | New | 5,326 | $536K |
| Northeast Planning Associates, Inc. / NH / | 0.43% | No change | 5,200 | $523K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +99.5% | 5,145 | $518K |
| Empower Advisory Group, LLC | 0.00% | Reduce -1.3% | 5,121 | $516K |
| MPWM Advisory Solutions, LLC | 0.37% | Reduce -9.7% | 5,100 | $513K |
| Shayne & Jacobs, LLC | 0.13% | No change | 5,100 | $513K |
| Capital Advisors, Ltd. LLC | 0.07% | Reduce -10.6% | 5,075 | $511K |
| Baron Silver Stevens Financial Advisors, LLC | 0.09% | Add +13.7% | 5,066 | $510K |
| Zhang Financial LLC | 0.03% | New | 5,053 | $509K |
| Boothe Investment Group, Inc. | 0.23% | No change | 5,000 | $503K |
| Northern Trust Corp. | 0.00% | Reduce -28.0% | 4,986 | $502K |
| Baird Financial Group, Inc. | 0.00% | New | 4,976 | $501K |
| Napa Wealth Management | 0.28% | New | 4,973 | $501K |
| New Wave Wealth Advisors LLC | 0.22% | Add +5.3% | 4,968 | $500K |
| Roundview Capital LLC | 0.04% | No change | 4,965 | $500K |
| Chicago Partners Investment Group LLC | 0.02% | New | 4,940 | $496K |
| AlTi Global, Inc. | 0.01% | Add +26.0% | 4,901 | $493K |
| Global Assets Advisory, LLC | 0.09% | Reduce -66.9% | 4,884 | $490K |
| Evanson Asset Management, LLC | 0.03% | Add +84.1% | 4,858 | $489K |
| Diversified Enterprises, LLC | 0.04% | New | 4,850 | $488K |
| Caldwell Sutter Capital, Inc. | 0.23% | New | 4,829 | $486K |
| New Capital Management LP | 0.14% | Add +0.7% | 4,811 | $484K |
| Eagle Rock Investment Company, LLC | 0.08% | No change | 4,750 | $478K |
| Brookwood Investment Group LLC | 0.08% | — | 4,601 | $463K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -38.4% | 4,571 | $460K |
| Portfolio Strategies, Inc. | 0.07% | New | 4,567 | $460K |
| Oarsman Capital, Inc. | 0.08% | New | 4,537 | $457K |
| Bristlecone Advisors, LLC | 0.04% | Reduce -54.9% | 4,532 | $456K |
| Synovus Financial Corp. | 0.01% | Add +64.8% | 4,521 | $455K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +0.6% | 4,515 | $455K |
| Maia Wealth LLC | 0.10% | New | 4,508 | $453K |
| Tandem Investment Partners LLC | 0.45% | Reduce -44.1% | 4,500 | $453K |
| Dunhill Financial, LLC | 0.20% | New | 4,455 | $448K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -52.7% | 4,386 | $442K |
| Ogorek Anthony Joseph /NY/ | 0.15% | Add +17.3% | 4,386 | $441K |
| Fiduciary Alliance LLC | 0.04% | New | 4,358 | $439K |
| Summit Financial Wealth Advisors, LLC | 0.09% | No change | 4,277 | $431K |
| Access Financial Services, Inc. | 0.17% | New | 4,271 | $430K |
| IFP Advisors, Inc | 0.01% | Reduce -25.0% | 4,245 | $427K |
| Petra Financial Advisors Inc. | 0.35% | New | 4,227 | $426K |
| New Millennium Group LLC | 0.27% | Add +129.3% | 4,143 | $417K |
| Treasure Coast Financial Planning | 0.26% | No change | 4,140 | $417K |
| EFG Asset Management (Americas) Corp. | 0.08% | No change | 4,020 | $405K |
| Jessup Wealth Management, Inc | 0.17% | Reduce -4.7% | 4,019 | $405K |
| IFG Advisory, LLC | 0.02% | Add +2.7% | 4,004 | $403K |
| NWF Advisory Services Inc. | 0.06% | New | 4,004 | $403K |
| Moisand Fitzgerald Tamayo, LLC | 0.06% | Reduce -19.1% | 3,982 | $401K |
| Compound Global Advisors, LLC | 2.37% | New | 3,977 | $400K |
| Fisher Asset Management | 0.00% | New | 3,939 | $397K |
| Aspiriant, LLC | 0.01% | Reduce -19.4% | 3,928 | $395K |
| Arkfeld Wealth Strategies, L.L.C. | 0.17% | Add +1.0% | 3,936 | $395K |
| Cannon Advisors, Inc. | 0.36% | Add +9.2% | 3,925 | $395K |
| Guild Investment Management, Inc. | 0.41% | Add +14.7% | 3,900 | $393K |
| Berkshire Money Management, Inc. | 0.04% | New | 3,887 | $391K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -93.1% | 3,821 | $385K |
| Arkadios Wealth Advisors | 0.01% | Add +1.3% | 3,816 | $384K |
| Main Street Financial Solutions, LLC | 0.03% | New | 3,800 | $383K |
| Weaver Consulting Group | 0.11% | No change | 3,778 | $380K |
| Highline Wealth Partners LLC | 0.13% | Reduce -30.9% | 3,712 | $374K |
| WT Wealth Management | 0.12% | No change | 3,700 | $372K |
| Hedeker Wealth, LLC | 0.10% | Add +0.3% | 3,694 | $372K |
| Family Investment Center, Inc. | 0.09% | Add +29.3% | 3,661 | $369K |
| Donaldson Capital Management, LLC | 0.01% | Reduce -39.2% | 3,637 | $366K |
| Note Advisors, LLC | 0.30% | No change | 3,632 | $366K |
| TAGStone Capital, Inc. | 0.18% | New | 3,608 | $363K |
| Sectoral Asset Management Inc. | 0.28% | Reduce -55.1% | 3,589 | $361K |
| One Capital Management, LLC | 0.01% | Reduce -1.6% | 3,575 | $360K |
| Luminvest Wealth Management LLC | 0.15% | New | 3,572 | $360K |
| Cardiff Park Advisors, LLC | 0.03% | New | 3,555 | $358K |
| Vestment Financial LLC | 0.26% | Reduce -29.7% | 3,565 | $358K |
| CreativeOne Wealth, LLC | 0.01% | Add +27.9% | 3,553 | $358K |
| Retirement Investment Advisors, Inc. | 0.04% | Reduce -1.7% | 3,540 | $356K |
| Timber Creek Capital Management LLC | 0.09% | New | 3,502 | $353K |
| Mission Financial Group, LLC | 0.32% | — | 3,489 | $351K |
| Intelligence Driven Advisers, LLC | 0.07% | New | 3,456 | $348K |
| Henderson Brothers Financial Partners, LLC | 0.17% | — | 3,427 | $344K |
| Meritage Portfolio Management | 0.02% | No change | 3,379 | $340K |
| Avior Wealth Management, LLC | 0.01% | Add +129.1% | 3,372 | $339K |
| Alliance Wealth Advisors, LLC | 0.09% | Add +48.3% | 3,360 | $338K |
| 1858 Wealth Management, LLC | 0.29% | Add +10.6% | 3,359 | $338K |
| ZWJ Investment Counsel Inc. | 0.01% | New | 3,328 | $335K |
| ELCO Management Co., LLC | 0.18% | New | 3,300 | $332K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -2.7% | 3,300 | $332K |
| Coyle Financial Counsel LLC | 0.10% | Add +2.7% | 3,280 | $330K |
| Landaas & Co. /Wi | 0.09% | No change | 3,264 | $329K |
| Cable Car Capital, LP | 0.38% | Add +0.7% | 3,258 | $328K |
| Capitol Family Office, Inc. | 0.46% | Reduce -7.7% | 3,249 | $327K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -13.8% | 3,222 | $324K |
| Addison Capital Co | 0.13% | New | 3,180 | $320K |
| Hamilton Wealth, LLC | 0.08% | New | 3,155 | $318K |
| Mayport, LLC | 0.09% | New | 3,125 | $315K |
| West Wealth Group, LLC | 0.09% | New | 3,108 | $312K |
| Sweeney & Michel, LLC | 0.13% | — | 3,061 | $307K |
| Sovran Advisors, LLC | 0.04% | New | 3,052 | $307K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.2% | 3,030 | $305K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.3% | 3,029 | $305K |
| Financial Counselors Inc. | 0.00% | Reduce -29.7% | 3,025 | $305K |
| Northland Capital Management LLC | 0.20% | Add +50.0% | 3,000 | $302K |
| JNBA Financial Advisors | 0.03% | New | 2,985 | $301K |
| Prospera Financial Services Inc | 0.01% | Reduce -9.1% | 2,965 | $298K |
| Essex Bank | 0.07% | New | 2,931 | $295K |
| Advyzon Investment Management, LLC | 0.10% | New | 2,880 | $290K |
| HB Wealth Management, LLC | 0.00% | New | 2,872 | $289K |
| Virtue Capital Management, LLC | 0.03% | Reduce -96.0% | 2,869 | $289K |
| Delta Accumulation, LLC | 2.56% | No change | 2,853 | $287K |
| PCG Wealth Advisors, LLC | 0.10% | New | 2,850 | $287K |
| Quantum Capital Management, LLC / NJ | 0.03% | Reduce -27.1% | 2,822 | $284K |
| Insight Advisors, LLC/ PA | 0.05% | Add +19.4% | 2,792 | $281K |
| Avantax Planning Partners, Inc. | 0.01% | New | 2,749 | $277K |
| Friedenthal Financial | 0.16% | Reduce -94.2% | 2,735 | $275K |
| Cohalo Advisory LLC | 20.17% | Add +8.0% | 2,715 | $273K |
| Toronto Dominion Bank | 0.00% | Add +135.0% | 2,670 | $269K |
| Argyle Capital Partners, LLC | 0.23% | New | 2,670 | $269K |
| Continuum Advisory, LLC | 0.03% | Reduce -33.4% | 2,638 | $266K |
| WealthPLAN Partners, LLC | 0.04% | New | 2,582 | $260K |
| Institute for Wealth Management, LLC. | 0.03% | New | 2,573 | $259K |
| Wealthspire Advisors, LLC | 0.00% | New | 2,544 | $256K |
| Advisor Resource Council | 0.02% | Reduce -43.4% | 2,543 | $256K |
| Rockwood Wealth Management, LLC | 0.03% | No change | 2,489 | $251K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -5.4% | 2,486 | $250K |
| Able Wealth Management LLC | 0.15% | New | 2,484 | $250K |
| Sugar Maple Asset Management, LLC | 0.20% | Add +68.0% | 2,484 | $250K |
| Index Fund Advisors, Inc. | 0.02% | New | 2,451 | $247K |
| Kovack Advisors, Inc. | 0.03% | New | 2,449 | $247K |
| Van Hulzen Asset Management, LLC | 0.02% | Reduce -1.3% | 2,418 | $243K |
| AIMZ Investment Advisors, LLC | 0.08% | No change | 2,400 | $242K |
| Regions Financial Corp. | 0.00% | New | 2,393 | $241K |
| Pacifica Partners Inc. | 0.11% | Add +70.9% | 2,393 | $240K |
| Focus Financial Network, Inc. | 0.01% | Add +0.2% | 2,363 | $238K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -5.3% | 2,337 | $235K |
| Morton Capital Management LLC | 0.05% | New | 2,333 | $235K |
| Larson Financial Group LLC | 0.01% | Reduce -76.3% | 2,332 | $235K |
| RHS Financial, LLC | 0.13% | New | 2,325 | $234K |
| Buckhead Capital Management LLC | 0.07% | No change | 2,293 | $231K |
| Vident Advisory, LLC | 0.00% | No change | 2,266 | $228K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -15.9% | 2,223 | $224K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 2,200 | $221K |
| Widmann Financial Services, Inc. | 0.17% | Reduce -4.3% | 2,200 | $221K |
| Summit Wealth Partners, LLC | 0.04% | Reduce -10.2% | 2,193 | $221K |
| Madison Wealth Partners, Inc | 0.05% | New | 2,183 | $220K |
| Manning & Napier Advisors LLC | 0.00% | New | 2,168 | $218K |
| Alkeme Wealth, LLC | 0.10% | Reduce -0.1% | 2,164 | $218K |
| Quadcap Wealth Management, LLC | 0.03% | Reduce -62.9% | 2,159 | $217K |
| Libra Wealth LLC | 0.08% | New | 2,158 | $217K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,156 | $217K |
| Seelaus Asset Management LLC | 0.21% | No change | 2,150 | $216K |
| Aegis Wealth Management LLC | 0.13% | New | 2,140 | $215K |
| Wealthcare Capital Partners, LLC | 0.11% | New | 2,135 | $215K |
| Bruce G. Allen Investments, LLC | 0.17% | Add +304.6% | 2,132 | $215K |
| Agf Management Ltd. | 0.00% | No change | 2,092 | $211K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.09% | Add +57.2% | 2,072 | $209K |
| MMBG Investment Advisors Co. | 0.02% | New | 2,065 | $208K |
| Sightline Wealth Advisors, LLC | 0.11% | Add +0.7% | 2,060 | $207K |
| Bond & Devick Financial Network, Inc. | 0.08% | No change | 2,057 | $207K |
| AQR Capital Management | 0.00% | New | 2,053 | $207K |
| United Community Bank | 0.08% | Reduce -7.7% | 2,010 | $202K |
| Raelipskie Partnership | 0.10% | New | 2,000 | $201K |
| North Capital, Inc. | 0.19% | — | 2,000 | $201K |
| Stonebridge Financial Planning Group, LLC | 0.09% | No change | 2,000 | $201K |
| GHP Investment Advisors, Inc. | 0.01% | Reduce -44.1% | 1,998 | $201K |
| Financial Advocates Investment Management | 0.01% | New | 1,997 | $201K |
| Armor Investment Advisors, LLC | 0.08% | No change | 1,994 | $201K |
| Legacy Wealth Managment, LLC | 0.14% | New | 1,856 | $187K |
| Spire Wealth Management | 0.01% | Add +0.1% | 1,838 | $185K |
| Chesapeake Asset Management LLC | 0.17% | Reduce -20.0% | 1,820 | $183K |
| Asset Dedication, LLC | 0.01% | Add +508.1% | 1,812 | $182K |
| Sachetta, LLC | 0.07% | New | 1,730 | $174K |
| Harbor Investment Advisory, LLC | 0.02% | Add +41050.0% | 1,646 | $166K |
| Costello Asset Management, INC | 0.07% | New | 1,600 | $161K |
| Johnson Financial Group, Inc. | 0.01% | New | 1,555 | $157K |
| Park Place Capital Corp | 0.04% | Reduce -25.0% | 1,500 | $151K |
| Trust Co | 0.02% | Reduce -25.0% | 1,488 | $150K |
| Dixon Mitchell Investment Counsel Inc. | 0.01% | No change | 1,472 | $148K |
| FMR LLC | 0.00% | Reduce -63.4% | 1,426 | $144K |
| General Partner, Inc. | 0.09% | No change | 1,400 | $141K |
| GeoWealth Management, LLC | 0.01% | Reduce -95.0% | 1,240 | $125K |
| LRI Investments, LLC | 0.01% | Add +62.3% | 1,238 | $125K |
| Mather Group, Llc. | 0.00% | Add +10.1% | 1,211 | $122K |
| Creative Financial Designs Inc. | 0.01% | Add +0.5% | 1,092 | $110K |
| Rossby Financial, LCC | 0.04% | New | 1,005 | $101K |
| Stuart Chaussee & Associates, Inc. | 0.03% | Reduce -23.1% | 1,000 | $101K |
| Capital Analysts, LLC | 0.00% | Reduce -77.6% | 962 | $97K |
| Creekmur Asset Management LLC | 0.02% | Add +98.2% | 898 | $90K |
| Ancora Advisors LLC | 0.00% | Reduce -37.4% | 870 | $88K |
| Kings Path Partners LLC | 0.04% | No change | 843 | $85K |
| Kozak & Associates, Inc. | 0.02% | Add +1.0% | 799 | $80K |
| Robinswood Financial LLC | 0.03% | No change | 785 | $79K |
| Financial Management Professionals, Inc. | 0.01% | No change | 750 | $76K |
| Investment Counsel Co. of Nevada | 0.17% | Add +0.7% | 737 | $74K |
| 2UniFi Bank | 0.05% | No change | 700 | $70K |
| Strengthening Families & Communities, LLC | 0.04% | Add +0.8% | 676 | $68K |
| Frisco Financial Planning LLC | 0.06% | New | 564 | $57K |
| McIlrath & Eck, LLC | 0.01% | Add +2.9% | 537 | $54K |
| Painted Porch Advisors LLC | 0.02% | No change | 527 | $53K |
| Contravisory Investment Management, Inc. | 0.01% | Reduce -20.5% | 523 | $53K |
| Kiker Wealth Management, LLC | 0.04% | New | 518 | $52K |
| Community Bank, N.A. | 0.01% | Reduce -74.3% | 419 | $42K |
| Millstone Evans Group, LLC | 0.03% | New | 412 | $41K |
| TCTC Holdings, LLC | 0.00% | No change | 392 | $39K |
| Maryland Capital Advisors Inc. | 0.02% | Add +0.8% | 373 | $38K |
| Smartleaf Asset Management LLC | 0.00% | New | 324 | $33K |
| WealthShield Partners, LLC | 0.00% | Reduce -73.9% | 319 | $32K |
| True Wealth Design, LLC | 0.01% | No change | 295 | $30K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 290 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -76.4% | 247 | $25K |
| Centerpoint Advisors, LLC | 0.01% | New | 247 | $25K |
| Hager Investment Management Services, LLC | 0.01% | New | 194 | $20K |
| First Horizon Advisors, Inc. | 0.00% | Add +46.4% | 161 | $16K |
| Jones Financial Companies LLLP | 0.00% | New | 150 | $15K |
| Ulland Investment Advisors, LLC | 0.01% | Reduce -39.7% | 152 | $15K |
| Ameriflex Group, Inc. | 0.01% | No change | 126 | $13K |
| Pin Oak Investment Advisors Inc. | 0.01% | New | 121 | $12K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 118 | $12K |
| HFM Investment Advisors, LLC | 0.01% | — | 116 | $12K |
| High Note Wealth, LLC | 0.00% | No change | 99 | $10K |
| Proathlete Wealth Management LLC | 0.00% | New | 93 | $9K |
| Blair William & Co. | 0.00% | Reduce -68.2% | 79 | $8K |
| Morgan Dempsey Capital Management LLC | 0.00% | Reduce -1.3% | 76 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -95.8% | 64 | $6K |
| Gold Investment Management Ltd. | 0.00% | Add +3.6% | 57 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 54 | $5K |
| Bell Investment Advisors, Inc | 0.00% | New | 50 | $5K |
| GW&K Investment Management, LLC | 0.00% | New | 48 | $5K |
| Independence Bank of Kentucky | 0.00% | No change | 42 | $4K |
| Citigroup Inc. | 0.00% | Reduce -84.0% | 34 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 33 | $3K |
| Moser Wealth Advisors, LLC | 0.00% | New | 25 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | New | 23 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 16 | $2K |
| Clearstead Trust, LLC | 0.00% | No change | 13 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 10 | $1K |
| Semmax Financial Advisors Inc. | 0.00% | No change | 5 | $465 |
| Franklin Resources Inc. | 0.00% | No change | 4 | $403 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $56 |
| Brooklyn Investment Group | 0.00% | No change | 1 | $42 |
"% 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.