iShares 0-1 Year Treasury BoSHVETF
13F holders, Q3 2024 (September 30)675holders +1
62new positions
67sold out
4famous investors
$110.62avg. 13F price*
At the end of Q3 2024, 675 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, up 1 from Q2 2024. 62 opened new positions and 67 sold out. The largest holders were JPMorgan Chase & Co. ($999.2M), BlackRock, Inc. ($911.0M) and Morgan Stanley ($692.2M). 4 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 0-1 Year Treasury Bo
- CUSIP
- 464288679
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $139.2M |
| Exits | 67 | $135.3M |
All 13F filers, Q2 2024 → Q3 2024: 8,962,135 shares bought and 19,265,919 shares sold, net −10,303,784 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 675 holders
| JPMorgan Chase & Co. | 0.08% | Add +23.7% | 9,031,532 | $999.2M |
| BlackRock, Inc. | 0.02% | — | 8,234,633 | $911.0M |
| Morgan Stanley | 0.05% | Add +20.0% | 6,256,997 | $692.2M |
| Wells Fargo & Company | 0.10% | Reduce -9.3% | 3,713,385 | $410.8M |
| Bank of America Corp. | 0.03% | Add +3.0% | 3,127,802 | $346.0M |
| FMR LLC | 0.01% | Add +337.6% | 2,069,990 | $229.0M |
| UBS Group AG | 0.06% | Reduce -7.5% | 1,873,331 | $207.2M |
| Bank of Nova Scotia | 0.42% | Reduce -5.2% | 1,857,832 | $205.6M |
| LPL Financial LLC | 0.09% | Add +0.1% | 1,787,257 | $197.7M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.87% | Reduce -13.3% | 1,686,579 | $186.9M |
| Betterment LLC | 0.37% | Reduce -12.1% | 1,398,492 | $154.7M |
| Envestnet Asset Management Inc. | 0.05% | Reduce -19.9% | 1,269,033 | $140.4M |
| Wealthfront Advisers LLC | 0.42% | Reduce -0.2% | 1,247,678 | $138.0M |
| Royal Bank of Canada | 0.03% | Add +7.3% | 1,173,573 | $129.8M |
| Wealthspire Retirement, LLC | 10.44% | Add +5.7% | 1,166,040 | $129.0M |
| Divergent Wealth Advisors | 23.40% | Add +5.5% | 1,156,791 | $128.0M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Reduce -3.6% | 1,090,363 | $120.6M |
| Anchor Capital Advisors LLC | 2.98% | Add +4.3% | 1,013,013 | $112.1M |
| Truist Financial Corp. | 0.16% | Reduce -10.4% | 891,290 | $98.6M |
| Raymond James Financial Services Advisors, Inc. | 0.13% | Reduce -9.0% | 872,749 | $96.6M |
| Cambridge Investment Research Advisors, Inc. | 0.32% | Add +3.9% | 839,806 | $92.9M |
| Ameriprise Financial Inc. | 0.02% | Reduce -29.7% | 798,847 | $88.3M |
| Renaissance Technologies | 0.13% | Add +7.3% | 756,100 | $83.6M |
| Cetera Investment Advisers | 0.17% | Add +29.7% | 705,969 | $78.1M |
| Ausdal Financial Partners, Inc. | 7.88% | Reduce -0.9% | 683,546 | $75.6M |
| Hansen & Associates Financial Group, Inc. | 39.58% | Reduce -94.3% | 678,669 | $74.9M |
| Bulltick Wealth Management, LLC | 17.81% | Add +423.4% | 648,290 | $71.7M |
| Stifel Financial Corp. | 0.07% | Add +5.2% | 599,055 | $66.3M |
| Cynosure Group, LLC | 9.04% | Add +3.1% | 560,749 | $62.0M |
| Gateway Advisory, LLC | 9.75% | Add +13.9% | 546,560 | $60.5M |
| True Link Financial Advisors, LLC | 4.87% | Reduce -8.4% | 518,437 | $57.4M |
| Federation des caisses Desjardins du Quebec | 0.28% | Reduce -33.0% | 513,818 | $56.8M |
| Townsend & Associates, Inc | 5.69% | Add +4.3% | 501,727 | $55.4M |
| Cerity Partners LLC | 0.12% | Reduce -0.7% | 475,301 | $52.6M |
| Alliancebernstein L.P. | 0.02% | Reduce -66.3% | 474,829 | $52.5M |
| Foundations Investment Advisors, LLC | 1.08% | Reduce -5.6% | 464,091 | $51.3M |
| GM Advisory Group, LLC | 2.89% | Add +4.4% | 436,476 | $48.3M |
| Acorns Advisers, LLC | 0.45% | Add +3.9% | 416,015 | $46.0M |
| Advisory Services Network, LLC | 0.92% | No change | 403,666 | $44.6M |
| Townsquare Capital LLC | 0.52% | Add +27.5% | 389,870 | $43.1M |
| Family Manage LLC | 7.13% | Reduce -3.3% | 387,049 | $42.8M |
| Old National Bancorp | 0.99% | Reduce -4.6% | 386,873 | $42.8M |
| LaSalle St. Investment Advisors, LLC | 16.38% | Add +2.1% | 376,793 | $41.7M |
| MML Investors Services, LLC | 0.15% | Reduce -9.6% | 375,900 | $41.6M |
| Rockefeller Capital Management L.P. | 0.11% | Add +0.8% | 366,381 | $40.5M |
| Trust Co | 4.86% | Reduce -1.1% | 365,520 | $40.4M |
| Osaic Holdings, Inc. | 0.09% | Reduce -15.9% | 361,011 | $39.9M |
| Millennium Management | 0.04% | Add +20.4% | 356,362 | $39.4M |
| O'shaughnessy Asset Management, LLC | 0.32% | Add +4.7% | 329,282 | $36.3M |
| Global Retirement Partners, LLC | 1.08% | Add +5.2% | 322,677 | $35.7M |
| Client First Capital LLC | 18.84% | Add +2.0% | 308,048 | $34.1M |
| Northwest Quadrant Wealth Management, LLC | 7.61% | Add +0.9% | 298,469 | $33.0M |
| Fund Evaluation Group, LLC | 1.83% | Reduce -6.6% | 298,283 | $33.0M |
| Americana Partners, LLC | 2.24% | Add +14.2% | 296,331 | $32.8M |
| Oppenheimer & Co. Inc. | 0.48% | Add +10.2% | 282,074 | $31.2M |
| Corient Private Wealth LP | 0.05% | Add +267.0% | 261,228 | $28.9M |
| Steward Partners Investment Advisory, LLC | 0.26% | Reduce -4.3% | 255,453 | $28.3M |
| Janney Montgomery Scott LLC | 0.08% | New | 245,000 | $27.1M |
| Allred Capital Management, LLC | 10.28% | Reduce -30.6% | 236,177 | $26.1M |
| Banco Santander, S.A. | 0.30% | Reduce -32.7% | 227,213 | $25.1M |
| Raymond James & Associates | 0.02% | Reduce -32.0% | 224,539 | $24.8M |
| Lee Financial Co | 3.52% | Add +9.5% | 224,309 | $24.8M |
| Delta Investment Management, LLC | 5.00% | Add +7.8% | 221,620 | $24.5M |
| White Lighthouse Investment Management Inc. | 4.09% | Add +2.4% | 205,823 | $22.8M |
| M. Kulyk & Associates, LLC | 4.45% | Add +3.1% | 199,858 | $22.1M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.3% | 197,028 | $21.8M |
| Mader & Shannon Wealth Management, Inc. | 12.14% | Reduce -33.2% | 188,671 | $20.9M |
| Able Wealth Management LLC | 15.62% | Add +1.8% | 186,220 | $20.6M |
| Simon Quick Advisors, LLC | 1.30% | Reduce -0.2% | 186,069 | $20.6M |
| Mascoma Wealth Management LLC | 5.09% | Add +7.3% | 184,708 | $20.4M |
| Concord Wealth Partners | 3.39% | Add +3.8% | 183,764 | $20.3M |
| Citadel Advisors | 0.02% | Add +2236.4% | 182,146 | $20.2M |
| Creative Planning | 0.02% | Reduce -33.4% | 181,967 | $20.1M |
| Virtue Capital Management, LLC | 4.00% | Reduce -4.0% | 180,611 | $20.0M |
| Strategic Point Investment Advisors, LLC | 3.26% | Add +1.6% | 178,556 | $19.8M |
| Trajan Wealth LLC | 1.11% | Add +17.4% | 170,643 | $18.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -62.9% | 170,448 | $18.9M |
| Concord Asset Management, LLC | 4.12% | Add +8.6% | 164,994 | $18.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.6% | 164,658 | $18.2M |
| Focus Partners Wealth | 0.06% | Add +1041.5% | 164,448 | $18.2M |
| Selway Asset Management | 7.02% | Reduce -9.9% | 162,300 | $18.0M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -15.5% | 161,733 | $17.9M |
| Partners Capital Investment Group, LLP | 0.28% | Add +2884.8% | 160,969 | $17.8M |
| Seven Post Investment Office LP | 2.62% | Reduce -1.0% | 156,979 | $17.4M |
| Smithfield Trust Co | 0.82% | Reduce -1.3% | 151,019 | $16.7M |
| IFP Advisors, Inc | 0.60% | Reduce -0.3% | 150,780 | $16.7M |
| Onyx Bridge Wealth Group LLC | 2.51% | Reduce -3.2% | 150,717 | $16.7M |
| Comerica Bank | 0.06% | Add +15.4% | 141,606 | $15.7M |
| Capstone Wealth Management Group, LLC | 9.27% | Add +28.4% | 141,459 | $15.6M |
| Presidio Capital Management, LLC | 9.90% | New | 139,903 | $15.5M |
| HighTower Advisors, LLC | 0.02% | Add +0.4% | 139,555 | $15.4M |
| BNP Paribas Financial Markets | 0.01% | Reduce -49.7% | 137,593 | $15.2M |
| Strategic Wealth Partners, Ltd. | 1.46% | Add +9.6% | 136,805 | $15.1M |
| Flow Traders U.S. LLC | 0.72% | New | 128,358 | $14.2M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +8.8% | 126,443 | $14.0M |
| One Day In July LLC | 1.52% | Add +8.2% | 122,219 | $13.5M |
| Bridge Advisory, LLC | 6.34% | Add +0.4% | 120,559 | $13.3M |
| Jane Street Group, LLC | 0.02% | Reduce -67.2% | 118,030 | $13.1M |
| Winch Advisory Services, LLC | 3.59% | Add +0.3% | 117,195 | $13.0M |
| Guidance Capital, Inc. | 4.06% | Reduce -4.3% | 117,384 | $13.0M |
| Titan Managers, LLC | 20.33% | Reduce -0.7% | 116,894 | $12.9M |
| HSBC Holdings PLC | 0.01% | Add +94.5% | 115,780 | $12.8M |
| Paragon Capital Management Inc. | 9.19% | Reduce -11.9% | 112,590 | $12.5M |
| Udine Wealth Management, Inc. | 8.41% | No change | 107,750 | $11.9M |
| Integrated Wealth Concepts LLC | 0.15% | Reduce -14.9% | 107,659 | $11.9M |
| GTS Securities LLC | 0.24% | Add +953.6% | 105,906 | $11.7M |
| Sumitomo Mitsui Financial Group, Inc. | 0.26% | Reduce -3.6% | 105,392 | $11.7M |
| Kwmg, LLC | 1.15% | Add +4.2% | 103,193 | $11.4M |
| Mayport, LLC | 3.63% | Add +1.7% | 102,337 | $11.3M |
| Tucker Asset Management LLC | 2.55% | Reduce -21.2% | 99,221 | $11.0M |
| Blueprint Investment Partners LLC | 1.97% | Add +40.0% | 98,043 | $10.8M |
| Private Advisor Group, LLC | 0.07% | Add +71.6% | 97,505 | $10.8M |
| Archford Capital Strategies, LLC | 1.62% | Add +1.8% | 97,264 | $10.7M |
| Mariner, LLC | 0.02% | Add +4.0% | 93,765 | $10.4M |
| Ethos Financial Group, LLC | 1.72% | Add +4.1% | 93,117 | $10.3M |
| Westmount Partners, LLC | 3.09% | Reduce -21.7% | 93,022 | $10.3M |
| KFA Private Wealth Group, LLC | 4.91% | Reduce -21.6% | 92,953 | $10.3M |
| Capital Wealth Alliance, LLC | 5.88% | Add +32.8% | 91,449 | $10.1M |
| GFS Advisors, LLC | 2.09% | Add +2369.5% | 88,901 | $9.8M |
| Paulson Wealth Management Inc. | 2.55% | Reduce -5.2% | 86,254 | $9.5M |
| Arete Wealth Advisors, LLC | 0.80% | Reduce -18.2% | 84,940 | $9.4M |
| Meeder Asset Management Inc. | 0.62% | No change | 84,445 | $9.3M |
| Cwm, LLC | 0.04% | Reduce -15.6% | 84,360 | $9.3M |
| TD Private Client Wealth LLC | 0.26% | Add +5.9% | 82,778 | $9.2M |
| Susquehanna International Group, LLP | 0.02% | New | 81,049 | $9.0M |
| Gunma Bank,Ltd. | 3.64% | Add +60.0% | 80,000 | $8.8M |
| Lowe Brockenbrough & Co. Inc. | 0.55% | Add +0.2% | 78,283 | $8.7M |
| Stableford Capital II LLC | 3.41% | Reduce -3.6% | 77,392 | $8.5M |
| Banque Pictet & Cie SA | 0.08% | Reduce -1.3% | 76,905 | $8.5M |
| MinichMacGregor Wealth Management, LLC | 1.82% | Add +0.1% | 76,588 | $8.5M |
| Drive Wealth Management, LLC | 2.18% | Add +26.6% | 75,805 | $8.4M |
| Arkfeld Wealth Strategies, L.L.C. | 3.97% | Reduce -2.0% | 74,448 | $8.2M |
| Atria Investments, Inc | 0.10% | Add +3.4% | 73,317 | $8.1M |
| AdvisorNet Financial, Inc | 0.59% | Add +86.4% | 71,822 | $7.9M |
| Independent Financial Group, LLC | 0.29% | Add +20.3% | 71,733 | $7.9M |
| Heck Capital Advisors, LLC | 0.91% | Reduce -2.4% | 71,650 | $7.9M |
| Robinson Value Management, Ltd. | 5.10% | Reduce -7.8% | 71,055 | $7.9M |
| New York Life Investment Management LLC | 0.08% | New | 70,121 | $7.8M |
| B&D White Capital Company, LLC | 1.33% | New | 70,000 | $7.7M |
| Natixis Advisors, LLC | 0.01% | Add +23.5% | 69,401 | $7.7M |
| CoreCap Advisors, LLC | 0.36% | New | 69,037 | $7.6M |
| Wedbush Securities Inc. | 0.28% | Reduce -0.2% | 68,872 | $7.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +2.4% | 67,734 | $7.5M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Reduce -18.0% | 66,901 | $7.4M |
| Financial Management Network Inc. | 1.54% | Reduce -24.4% | 66,597 | $7.3M |
| US Bancorp \de | 0.01% | Reduce -4.3% | 65,734 | $7.3M |
| Alterna Wealth Management, Inc. | 6.51% | Add +71.6% | 65,531 | $7.2M |
| Ridgewood Investments LLC | 3.56% | Add +0.6% | 64,544 | $7.1M |
| Adaptive Financial Consulting, LLC | 2.82% | Reduce -0.7% | 62,621 | $6.9M |
| Morris Financial Concepts, Inc. | 2.98% | Add +5.6% | 62,619 | $6.9M |
| Parallel Advisors, LLC | 0.16% | Reduce -13.0% | 62,599 | $6.9M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -6.4% | 60,111 | $6.7M |
| Citigroup Inc. | 0.01% | Reduce -20.6% | 59,850 | $6.6M |
| Tru Independence Asset Management 2, LLC | 5.50% | — | 58,966 | $6.5M |
| Alexander Labrunerie & Co., Inc. | 2.89% | New | 56,336 | $6.2M |
| Camarda Financial Advisors, LLC | 2.32% | Reduce -38.2% | 56,084 | $6.2M |
| United Bank | 0.71% | Reduce -3.5% | 54,894 | $6.1M |
| SOL Capital Management CO | 0.66% | Add +11.6% | 53,377 | $5.9M |
| Clearstead Advisors, LLC | 0.09% | Reduce -37.1% | 53,204 | $5.9M |
| Good Life Advisors, LLC | 0.36% | Add +160.7% | 53,162 | $5.9M |
| Assetmark, Inc. | 0.02% | Add +2.8% | 52,649 | $5.8M |
| Mutual Advisors, LLC | 0.16% | Add +4.7% | 50,967 | $5.6M |
| Ritholtz Wealth Management | 0.16% | Add +2.8% | 49,439 | $5.5M |
| Calamos Wealth Management LLC | 0.28% | Add +2.3% | 49,342 | $5.5M |
| Whalen Wealth Management Inc. | 3.79% | Add +9.5% | 48,398 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.22% | Add +25.1% | 47,369 | $5.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.3% | 47,363 | $5.2M |
| Heartland Bank & Trust Co | 2.79% | Reduce -8.7% | 46,731 | $5.2M |
| Weaver Consulting Group | 1.62% | Reduce -6.5% | 45,961 | $5.1M |
| Crescent Grove Advisors, LLC | 0.51% | Reduce -43.0% | 45,610 | $5.0M |
| Shepherd Kaplan Krochuk, LLC | 3.78% | Add +29.3% | 45,332 | $5.0M |
| Bank of Montreal | 0.00% | Add +6.2% | 44,790 | $5.0M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.88% | Reduce -1.2% | 44,773 | $4.9M |
| AE Wealth Management LLC | 0.04% | Add +12.8% | 44,473 | $4.9M |
| AMG National Trust Bank | 0.13% | Reduce -40.2% | 44,247 | $4.9M |
| James Investment Research, Inc. | 0.56% | Reduce -7.2% | 43,974 | $4.9M |
| Birchcreek Wealth Management, LLC | 3.17% | Reduce -63.1% | 43,692 | $4.8M |
| Investment House LLC | 0.26% | Reduce -0.1% | 43,590 | $4.8M |
| Destiny Wealth Partners, LLC | 0.84% | Reduce -1.6% | 43,475 | $4.8M |
| Astor Investment Management LLC | 2.28% | Reduce -2.1% | 43,098 | $4.8M |
| Advisory Research Inc. | 0.83% | Reduce -27.8% | 42,098 | $4.7M |
| Laidlaw Wealth Management LLC | 2.30% | Add +1.3% | 42,089 | $4.7M |
| Sanctuary Advisors, LLC | 0.03% | Add +7.1% | 41,462 | $4.6M |
| Quattro Financial Advisors LLC | 1.28% | Reduce -35.1% | 41,127 | $4.5M |
| Main Street Financial Solutions, LLC | 0.41% | Add +16.2% | 40,591 | $4.5M |
| Meridian Wealth Management, LLC | 0.22% | New | 40,406 | $4.5M |
| Dynamic Advisor Solutions LLC | 0.13% | Add +3.7% | 40,369 | $4.5M |
| Net Worth Advisory Group | 1.31% | — | 39,811 | $4.4M |
| CreativeOne Wealth, LLC | 0.15% | New | 39,766 | $4.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -31.8% | 39,731 | $4.4M |
| Keybank National Association | 0.02% | Add +86.0% | 38,965 | $4.3M |
| Patton Fund Management, Inc. | 0.89% | Add +10.6% | 38,906 | $4.3M |
| Oakworth Capital, Inc. | 0.30% | Reduce -86.5% | 38,830 | $4.3M |
| Hixon Zuercher, LLC | 1.65% | Reduce -45.4% | 38,147 | $4.2M |
| EFG Asset Management (Americas) Corp. | 0.81% | Reduce -8.2% | 37,329 | $4.1M |
| TBH Global Asset Management, LLC | 0.90% | Add +42.5% | 37,228 | $4.1M |
| Sequoia Financial Advisors, LLC | 0.04% | Reduce -24.6% | 37,077 | $4.1M |
| Arrien Investments, Inc. | 2.90% | Add +36.0% | 36,358 | $4.0M |
| Gould Capital, LLC | 2.57% | Add +3.1% | 35,345 | $3.9M |
| Proficio Capital Partners LLC | 0.39% | Reduce -8.9% | 35,059 | $3.9M |
| Frontier Asset Management, LLC | 1.28% | Add +2.1% | 34,998 | $3.9M |
| Insigneo Advisory Services, LLC | 0.39% | Add +0.2% | 34,897 | $3.9M |
| Spire Wealth Management | 0.13% | Reduce -27.5% | 34,851 | $3.9M |
| Vident Advisory, LLC | 0.10% | New | 34,570 | $3.8M |
| American Investment Services, Inc. | 0.62% | Add +15.3% | 33,560 | $3.7M |
| Scotia Capital Inc. | 0.02% | Add +40.1% | 32,980 | $3.6M |
| MMBG Investment Advisors Co. | 0.38% | Reduce -18.7% | 32,775 | $3.6M |
| Capital Advisors, Ltd. LLC | 0.45% | Add +3.7% | 32,497 | $3.6M |
| Mgo One Seven LLC | 0.15% | Reduce -0.3% | 31,884 | $3.5M |
| Bull Oak Capital, LLC | 2.02% | Reduce -57.5% | 31,772 | $3.5M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -69.3% | 31,186 | $3.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -19.3% | 31,146 | $3.4M |
| Ironwood Investment Management LLC | 1.68% | Add +5.8% | 31,096 | $3.4M |
| Park Avenue Securities LLC | 0.04% | Add +296.6% | 30,410 | $3.4M |
| Stratos Wealth Advisors, LLC | 0.15% | Add +131.7% | 30,323 | $3.4M |
| Fiduciary Alliance LLC | 0.44% | Reduce -15.2% | 29,683 | $3.3M |
| Balentine LLC | 0.13% | No change | 29,666 | $3.3M |
| J. Safra Sarasin Holding AG | 0.06% | Add +69.0% | 29,573 | $3.3M |
| New Capital Management LP | 0.92% | Add +0.8% | 29,564 | $3.3M |
| Wealth Alliance, LLC | 0.38% | Add +12.2% | 28,427 | $3.1M |
| Gould Asset Management LLC | 0.67% | Add +10.8% | 28,114 | $3.1M |
| Obsidian Cio, LLC | 0.65% | Reduce -2.3% | 28,092 | $3.1M |
| NewEdge Wealth, LLC | 0.06% | New | 27,819 | $3.1M |
| Pacifica Partners Inc. | 1.27% | Add +55.1% | 27,815 | $3.1M |
| Sierra Capital LLC | 0.36% | Reduce -12.8% | 27,586 | $3.1M |
| Pinnacle Financial Partners Inc | 0.06% | Reduce -5.3% | 27,433 | $3.0M |
| San Luis Wealth Advisors LLC | 0.62% | Reduce -41.4% | 26,927 | $3.0M |
| Shepherd Financial Partners LLC | 0.35% | Reduce -16.4% | 26,592 | $2.9M |
| Rock Creek Group LLC | 0.34% | No change | 26,503 | $2.9M |
| Eagle Global Advisors LLC | 0.15% | Add +4.7% | 26,429 | $2.9M |
| Institute for Wealth Management, LLC. | 0.37% | Add +6.4% | 26,333 | $2.9M |
| Allworth Financial LP | 0.02% | Reduce -4.7% | 26,220 | $2.9M |
| Coppell Advisory Solutions LLC | 0.43% | Reduce -16.9% | 26,154 | $2.9M |
| Karpus Management, Inc. | 0.08% | Add +12.8% | 25,950 | $2.9M |
| Premier Path Wealth Partners, LLC | 0.45% | Add +8.9% | 25,947 | $2.9M |
| Milestone Asset Management, LLC | 0.64% | Add +9.2% | 25,695 | $2.8M |
| Bison Wealth, LLC | 0.44% | Reduce -1.0% | 25,211 | $2.8M |
| Forum Financial Management, LP | 0.05% | Reduce -40.6% | 25,115 | $2.8M |
| Bfsg, LLC | 0.32% | Add +76.6% | 24,515 | $2.7M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -35.9% | 24,048 | $2.7M |
| Eagle Rock Investment Company, LLC | 0.44% | No change | 23,820 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Add +22.3% | 23,606 | $2.6M |
| Independent Wealth Network Inc. | 1.16% | New | 23,574 | $2.6M |
| Midwest Professional Planners, LTD. | 0.79% | Add +13.7% | 23,269 | $2.6M |
| 49 Wealth Management, LLC | 0.42% | Reduce -54.7% | 23,048 | $2.5M |
| Clarity Financial LLC | 0.30% | No change | 22,984 | $2.5M |
| Oak Family Advisors, LLC | 0.90% | Add +10.8% | 22,576 | $2.5M |
| Principal Securities, Inc. | 0.06% | Reduce -45.5% | 22,379 | $2.5M |
| Core Wealth Partners LLC | 1.50% | Reduce -11.9% | 22,361 | $2.5M |
| Compound Planning, Inc. | 0.15% | Add +2.7% | 22,224 | $2.5M |
| Great Valley Advisor Group, Inc. | 0.06% | Reduce -35.5% | 22,208 | $2.5M |
| FLC Capital Advisors | 0.56% | Reduce -13.9% | 22,129 | $2.4M |
| Atticus Wealth Management, LLC | 0.78% | Reduce -77.2% | 22,092 | $2.4M |
| Prospera Financial Services Inc | 0.06% | Add +96.7% | 21,921 | $2.4M |
| Perigon Wealth Management, LLC | 0.07% | Add +1.2% | 21,866 | $2.4M |
| CVA Family Office, LLC | 0.39% | Add +14.4% | 21,642 | $2.4M |
| Investment Management Associates Inc. | 0.92% | Add +71.4% | 21,187 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +33.6% | 20,671 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +33.6% | 20,671 | $2.3M |
| Optivise Advisory Services LLC | 1.20% | Add +2.0% | 20,547 | $2.3M |
| Composition Wealth, LLC | 0.05% | Reduce -18.4% | 20,486 | $2.3M |
| Brown Advisory Inc. | 0.00% | Reduce -3.2% | 20,303 | $2.2M |
| Clear Creek Financial Management, LLC | 0.25% | Add +18.2% | 20,112 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +12.1% | 20,095 | $2.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -66.9% | 20,023 | $2.2M |
| Venturi Wealth Management, LLC | 0.12% | No change | 20,000 | $2.2M |
| Brookstone Capital Management | 0.03% | Add +15.4% | 19,872 | $2.2M |
| Alpha Financial Partners LLC | 1.56% | New | 19,817 | $2.2M |
| Ehrlich Financial Group | 1.56% | Reduce -46.4% | 19,817 | $2.2M |
| Keebeck Wealth Management | 0.31% | Reduce -26.5% | 19,508 | $2.2M |
| Ameritas Advisory Services, LLC | 0.09% | Add +306.9% | 19,381 | $2.1M |
| Aspiriant, LLC | 0.08% | Add +2.4% | 19,288 | $2.1M |
| GYL Financial Synergies, LLC | 0.16% | No change | 19,233 | $2.1M |
| Abacus Planning Group, Inc. | 0.38% | Add +0.0% | 19,225 | $2.1M |
| Independent Solutions Wealth Management, LLC | 0.47% | Add +112.8% | 18,974 | $2.1M |
| First Horizon Advisors, Inc. | 0.06% | Reduce -55.1% | 18,926 | $2.1M |
| Fortis Group Advisors, LLC | 0.38% | Reduce -26.3% | 18,748 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -68.0% | 18,731 | $2.1M |
| Legacy Investment Solutions, LLC | 1.26% | — | 18,780 | $2.1M |
| Legacy Wealth Managment, LLC | 1.26% | — | 18,780 | $2.1M |
| ORG Partners LLC | 0.33% | Reduce -49.8% | 18,668 | $2.1M |
| Private Advisory Group LLC | 0.26% | New | 18,613 | $2.1M |
| Prudential Financial Inc. | 0.00% | Reduce -26.7% | 18,322 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.28% | No change | 18,190 | $2.0M |
| ARS Wealth Advisors Group, LLC | 0.24% | Reduce -5.9% | 17,760 | $2.0M |
| National Bank of Canada | 0.00% | Reduce -58.4% | 17,361 | $1.9M |
| Strategy Asset Managers LLC | 0.37% | Add +40.9% | 17,348 | $1.9M |
| Advisory Alpha, LLC | 0.07% | Reduce -10.9% | 17,241 | $1.9M |
| Syntrinsic LLC | 0.62% | New | 16,819 | $1.9M |
| Old Mission Capital LLC | 0.04% | New | 16,266 | $1.8M |
| Two Sigma Securities, LLC | 0.14% | Add +17.2% | 15,713 | $1.7M |
| Lincoln Capital Corp. | 0.71% | New | 15,658 | $1.7M |
| Impact Partnership Wealth, LLC | 0.39% | Add +2.3% | 15,647 | $1.7M |
| RFG Advisory, LLC | 0.05% | Reduce -4.9% | 15,568 | $1.7M |
| Greenspring Advisors, LLC | 0.37% | Add +19.2% | 15,478 | $1.7M |
| Wooster Corthell Wealth Management, Inc. | 0.36% | Add +21.9% | 15,367 | $1.7M |
| IPG Investment Advisors LLC | 0.37% | Add +20.4% | 15,212 | $1.7M |
| Forefront Analytics, LLC | 0.79% | Add +14.1% | 15,202 | $1.7M |
| Choreo, LLC | 0.02% | Reduce -38.0% | 15,056 | $1.7M |
| Ascent Group, LLC | 0.13% | Reduce -6.0% | 14,995 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -6.2% | 14,923 | $1.7M |
| Marino, Stram & Associates LLC | 0.37% | Add +24.8% | 14,881 | $1.6M |
| Tortoise Investment Management, LLC | 0.17% | Add +7.0% | 14,870 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -5.2% | 14,673 | $1.6M |
| Fermata Advisors, LLC | 0.33% | Reduce -9.5% | 14,668 | $1.6M |
| Edgemoor Investment Advisors, Inc. | 0.14% | Reduce -14.4% | 14,495 | $1.6M |
| Yarbrough Capital, LLC | 0.06% | No change | 14,053 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.7% | 13,975 | $1.5M |
| Wick Capital Partners, LLC | 0.50% | Reduce -1.4% | 13,960 | $1.5M |
| Jones Financial Companies LLLP | 0.00% | Add +153.0% | 13,909 | $1.5M |
| J. W. Coons Advisors, LLC | 0.28% | Add +33.9% | 13,675 | $1.5M |
| LM Advisors LLC | 0.31% | Reduce -33.5% | 13,599 | $1.5M |
| Arkos Global Advisors | 0.22% | Reduce -1.7% | 13,560 | $1.5M |
| Precision Wealth Strategies, LLC | 1.39% | Add +8.2% | 13,539 | $1.5M |
| Realta Investment Advisors | 0.69% | Add +10.3% | 13,548 | $1.5M |
| Foundry Financial Group, Inc. | 0.92% | Add +17.7% | 13,259 | $1.5M |
| Arax Advisory Partners | 0.13% | Reduce -32.1% | 13,005 | $1.4M |
| Kings Path Partners LLC | 0.60% | Add +11.3% | 12,984 | $1.4M |
| TruWealth Advisors, LLC | 0.09% | Add +10.6% | 12,946 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -45.4% | 12,887 | $1.4M |
| Burford Brothers, Inc. | 0.74% | New | 12,869 | $1.4M |
| RIA Advisory Group LLC | 0.50% | — | 12,817 | $1.4M |
| Cannon Advisors, Inc. | 1.16% | — | 12,807 | $1.4M |
| Western Financial Corp | 0.79% | Add +2.2% | 12,652 | $1.4M |
| Equitable Holdings, Inc. | 0.01% | Add +0.3% | 12,408 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +32.3% | 12,350 | $1.4M |
| Avalon Capital Management | 0.41% | New | 12,194 | $1.3M |
| First Heartland Consultants, Inc. | 0.14% | New | 12,175 | $1.3M |
| Rehmann Capital Advisory Group | 0.09% | Add +9.5% | 12,150 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.37% | No change | 12,078 | $1.3M |
| Trustmark Bank Trust Department | 0.10% | Add +45.9% | 12,008 | $1.3M |
| Plum Street Advisors, LLC | 0.66% | No change | 11,818 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +56.8% | 11,751 | $1.3M |
| RDA Financial Network | 0.40% | Reduce -14.3% | 11,736 | $1.3M |
| Darden Wealth Group Inc | 0.93% | Reduce -0.2% | 11,614 | $1.3M |
| Private Trust Co. NA | 0.13% | No change | 11,573 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +6.5% | 11,503 | $1.3M |
| 1834 Investment Advisors Co. | 0.15% | Reduce -47.9% | 11,405 | $1.3M |
| Argonautica Private Wealth Management, Inc. | 0.41% | Add +1.9% | 11,249 | $1.2M |
| Callan Family Office, LLC | 0.21% | Add +0.3% | 11,185 | $1.2M |
| Pathway Financial Advisors LLC | 0.32% | No change | 11,140 | $1.2M |
| Regal Investment Advisors LLC | 0.09% | Add +92.4% | 11,109 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | Reduce -49.4% | 11,056 | $1.2M |
| IFG Advisory, LLC | 0.08% | Add +23.9% | 10,860 | $1.2M |
| World Investment Advisors | 0.04% | Add +4.7% | 10,719 | $1.2M |
| Destination Wealth Management | 0.04% | Add +0.9% | 10,667 | $1.2M |
| Transcendent Capital Group LLC | 0.60% | No change | 10,581 | $1.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.5% | 10,577 | $1.2M |
| Edge Wealth Management LLC | 0.23% | Reduce -14.9% | 10,577 | $1.2M |
| Greenleaf Trust | 0.01% | Add +6.0% | 10,471 | $1.2M |
| Estate Counselors, LLC | 0.12% | Reduce -27.9% | 10,416 | $1.2M |
| Leibman Financial Services, Inc. | 0.81% | Reduce -3.4% | 10,374 | $1.1M |
| Probity Advisors, Inc. | 0.22% | No change | 10,252 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -33.4% | 10,203 | $1.1M |
| GenWealth Group, Inc. | 0.25% | Add +12.5% | 9,928 | $1.1M |
| Pure Portfolios Holdings LLC | 0.41% | — | 9,898 | $1.1M |
| Heritage Wealth Partners, LLC | 1.27% | Reduce -7.1% | 9,745 | $1.1M |
| Argent Advisors, Inc. | 0.40% | New | 9,726 | $1.1M |
| HFG Advisors, Inc. | 0.95% | Reduce -14.2% | 9,723 | $1.1M |
| One Capital Management, LLC | 0.03% | Reduce -20.3% | 9,704 | $1.1M |
| Baker Ellis Asset Management LLC | 0.15% | No change | 9,700 | $1.1M |
| Whittier Trust Co. | 0.01% | Add +0.9% | 9,544 | $1.1M |
| Allen Capital Group, LLC | 0.13% | Reduce -61.3% | 9,536 | $1.1M |
| Principal Financial Group Inc. | 0.00% | Reduce -51.7% | 9,390 | $1.0M |
| Flagship Private Wealth, LLC | 0.53% | Add +29.7% | 9,307 | $1.0M |
| Rosenberg Matthew Hamilton | 0.27% | No change | 9,290 | $1.0M |
| Ifrah Financial Services, Inc. | 0.27% | Add +0.4% | 9,211 | $1.0M |
| Blair William & Co. | 0.00% | Add +9.8% | 9,120 | $1.0M |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -0.5% | 9,105 | $1.0M |
| MAS Advisors LLC | 2.14% | Add +99.8% | 9,061 | $1.0M |
| Cunning Capital Partners, LP | 0.52% | Add +90.4% | 8,950 | $990K |
| EP Wealth Advisors, LLC | 0.01% | Add +114.9% | 8,947 | $990K |
| Private Capital Management LLC | 0.18% | Add +44.1% | 8,905 | $985K |
| Atwood & Palmer Inc. | 0.07% | Add +6.0% | 8,818 | $976K |
| Courage Miller Partners, LLC | 0.33% | Add +6.8% | 8,811 | $975K |
| Forza Wealth Management, LLC | 0.45% | Add +6.0% | 8,802 | $974K |
| Salomon & Ludwin, LLC | 0.10% | Add +0.2% | 8,785 | $972K |
| Quadrature Capital Ltd | 0.02% | Add +55.3% | 8,752 | $968K |
| Two West Capital Advisors LLC | 0.77% | Reduce -14.4% | 8,554 | $946K |
| Beverly Hills Private Wealth, LLC | 0.19% | Add +1.3% | 8,464 | $936K |
| KWB Wealth | 0.12% | Add +1.3% | 8,421 | $931K |
| Castleview Partners, LLC | 0.51% | Reduce -11.9% | 8,019 | $887K |
| Private Portfolio Partners LLC | 0.17% | New | 8,017 | $887K |
| Pathstone Holdings, LLC | 0.00% | Reduce -35.1% | 7,998 | $885K |
| Keel Point, LLC | 0.07% | Add +9.2% | 7,986 | $883K |
| Authentikos Wealth Advisory, LLC | 0.84% | New | 7,889 | $873K |
| Core Wealth Advisors, Inc. | 0.28% | No change | 7,874 | $871K |
| Lake Hills Wealth Management, LLC | 0.58% | Add +29.4% | 7,857 | $869K |
| Virtus Family Office LLC | 1.14% | Reduce -29.4% | 7,809 | $864K |
| Fortis Advisors, LLC | 0.55% | Add +1.3% | 7,736 | $856K |
| Jacobi Capital Management LLC | 0.06% | Add +4.9% | 7,715 | $854K |
| TD Waterhouse Canada Inc. | 0.01% | Add +11.4% | 7,673 | $845K |
| Investment Partners Asset Management, Inc. | 0.68% | Reduce -2.3% | 7,500 | $830K |
| Dominguez Wealth Management Solutions, Inc. | 0.60% | Reduce -1.2% | 7,491 | $829K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -13.4% | 7,472 | $827K |
| Signal Advisors Wealth, LLC | 0.12% | New | 7,469 | $826K |
| Napatree Capital LLC | 0.58% | Add +13.7% | 7,462 | $826K |
| &partners | 0.02% | Reduce -15.7% | 7,425 | $821K |
| Ascentis Independent Advisors | 0.13% | Add +9.9% | 7,262 | $803K |
| Capstone Financial Advisors, Inc. | 0.05% | New | 7,233 | $800K |
| Capital Asset Advisory Services LLC | 0.04% | Add +10.4% | 7,236 | $798K |
| TrueMark Investments, LLC | 0.26% | Reduce -29.7% | 7,185 | $795K |
| Archer Investment Corp | 0.21% | Add +6.0% | 7,182 | $795K |
| Roble, Belko & Company, Inc | 0.12% | Add +0.0% | 7,085 | $784K |
| Flagstar Securities, Inc. | 0.20% | Add +1.0% | 7,081 | $783K |
| Napa Wealth Management | 0.37% | Reduce -69.5% | 7,072 | $782K |
| WJ Wealth Management, LLC | 0.27% | Reduce -49.8% | 7,055 | $780K |
| Sandy Cove Advisors, LLC | 0.31% | Reduce -27.1% | 6,827 | $755K |
| Sigma Planning Corp | 0.02% | Reduce -21.4% | 6,772 | $749K |
| Forte Asset Management LLC | 0.40% | No change | 6,750 | $747K |
| Gryphon Financial Partners LLC | 0.10% | Add +0.7% | 6,708 | $742K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +1395.5% | 6,700 | $741K |
| Root Financial Partners, LLC | 0.12% | Reduce -5.9% | 6,657 | $736K |
| Sicart Associates LLC | 0.26% | No change | 6,650 | $736K |
| Central Bank & Trust Co. | 0.10% | Add +49.4% | 6,578 | $728K |
| Centaurus Financial, Inc. | 0.05% | Reduce -5.8% | 6,530 | $722K |
| Annandale Capital, LLC | 0.14% | Reduce -0.1% | 6,434 | $712K |
| Richard W. Paul & Associates, LLC | 0.26% | Reduce -5.7% | 6,425 | $711K |
| Advisor OS, LLC | 0.07% | Add +36.4% | 6,372 | $705K |
| Trilogy Capital Inc. | 0.04% | Add +1.5% | 6,326 | $700K |
| Cairn Investment Group, Inc. | 0.39% | No change | 6,300 | $697K |
| Roberts Financial Services LLC | 0.13% | Reduce -3.0% | 6,291 | $696K |
| Compass Ion Advisors, LLC | 0.08% | Reduce -38.2% | 6,238 | $690K |
| Raymond James Trust N.A. | 0.01% | Add +4.2% | 6,218 | $688K |
| Montecito Bank & Trust | 0.12% | Reduce -69.1% | 6,210 | $687K |
| Hanover Advisors Inc. | 0.29% | No change | 6,172 | $683K |
| Arkadios Wealth Advisors | 0.04% | Reduce -44.2% | 6,170 | $683K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.6% | 6,157 | $681K |
| Foster Group, Inc. | 0.03% | Reduce -15.0% | 6,155 | $681K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -0.3% | 6,050 | $669K |
| Thrivent Financial for Lutherans | 0.00% | Add +39.1% | 5,906 | $654K |
| Voya Financial Advisors, Inc. | 0.07% | Add +1.9% | 5,867 | $649K |
| G&S Capital LLC | 0.27% | New | 5,841 | $646K |
| Dohj, LLC | 0.15% | Reduce -72.0% | 5,864 | $646K |
| Teamwork Financial Advisors, LLC | 0.09% | Add +43.9% | 5,723 | $633K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -1.6% | 5,677 | $628K |
| Financial Management Professionals, Inc. | 0.08% | Reduce -1.7% | 5,651 | $625K |
| Leo Wealth, LLC | 0.06% | No change | 5,639 | $624K |
| High Note Wealth, LLC | 0.18% | Reduce -0.3% | 5,629 | $623K |
| Woodward Diversified Capital, LLC | 0.39% | Reduce -5.9% | 5,593 | $619K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 5,584 | $618K |
| Transcend Capital Advisors, LLC | 0.04% | Reduce -18.5% | 5,567 | $616K |
| Diversify Advisory Services, LLC | 0.03% | Add +25.7% | 5,577 | $616K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.0% | 5,551 | $614K |
| Ceeto Capital Group, LLC | 0.23% | Add +57.1% | 5,500 | $608K |
| Pecaut & Co. | 0.21% | No change | 5,393 | $597K |
| Western Wealth Management, LLC | 0.03% | Reduce -7.6% | 5,384 | $596K |
| Schrum Private Wealth Management LLC | 0.30% | Add +89.2% | 5,304 | $587K |
| Black Diamond Financial, LLC | 0.10% | Add +18.8% | 5,270 | $583K |
| Balefire, LLC | 0.20% | Add +0.8% | 5,250 | $581K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.9% | 5,202 | $575K |
| Sovereign Financial Group, Inc. | 0.13% | Add +1.1% | 5,158 | $571K |
| Investment Advisory Group, LLC | 0.20% | Reduce -3.3% | 5,116 | $566K |
| Bleakley Financial Group, LLC | 0.02% | No change | 5,098 | $564K |
| Silver Oak Securities, Incorporated | 0.06% | Add +522.0% | 5,094 | $564K |
| First Wilshire Securities Management Inc. | 0.16% | Add +0.9% | 5,043 | $558K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 5,000 | $553K |
| Integrated Advisors Network LLC | 0.03% | Add +0.2% | 4,993 | $552K |
| Tempus Wealth Planning, LLC | 0.20% | New | 4,990 | $552K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -32.5% | 4,953 | $548K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +12.2% | 4,929 | $545K |
| Centennial Wealth Advisory LLC | 0.21% | Reduce -21.0% | 4,877 | $540K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -36.0% | 4,771 | $528K |
| VitalStone Financial, LLC | 0.36% | Add +17.9% | 4,737 | $524K |
| Cardinal Point Capital Management ULC | 0.09% | Reduce -98.1% | 4,710 | $521K |
| Vontobel Holding Ltd. | 0.00% | New | 4,690 | $519K |
| Wealthcare Capital Management LLC | 0.05% | No change | 4,646 | $514K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -60.7% | 4,585 | $507K |
| Aries Wealth Management | 0.14% | Reduce -37.1% | 4,555 | $504K |
| TCP Asset Management, LLC | 0.11% | No change | 4,490 | $497K |
| Ted Buchan & Co | 0.23% | Reduce -22.1% | 4,463 | $494K |
| Boston Family Office LLC | 0.03% | Add +91.5% | 4,458 | $493K |
| Agilis Partners LLC | 0.14% | Reduce -1.0% | 4,432 | $490K |
| Sinecera Capital, LLC | 0.59% | Reduce -8.0% | 4,404 | $487K |
| Benedict Financial Advisors Inc. | 0.11% | Add +63.8% | 4,376 | $484K |
| Fiduciary Financial Group, LLC | 0.11% | Reduce -8.3% | 4,356 | $480K |
| Fortitude Advisory Group L.L.C. | 0.30% | Reduce -15.8% | 4,304 | $476K |
| Mission Wealth Management, LP | 0.01% | Reduce -5.2% | 4,284 | $474K |
| Columbus Macro, LLC | 0.17% | Add +3.4% | 4,251 | $470K |
| Castle Rock Wealth Management, LLC | 0.11% | Add +1.2% | 4,262 | $470K |
| Patriot Investment Management Group, Inc. | 0.03% | Add +3.0% | 4,246 | $470K |
| Raelipskie Partnership | 0.23% | No change | 4,200 | $465K |
| Alera Investment Advisors, LLC | 0.05% | Add +9.5% | 4,196 | $464K |
| Valmark Advisers, Inc. | 0.01% | New | 4,175 | $462K |
| Leelyn Smith, LLC | 0.08% | Add +5.8% | 4,138 | $458K |
| Romano Brothers and Company | 0.06% | No change | 4,053 | $448K |
| Diversified Trust Co. | 0.01% | Add +7.3% | 4,017 | $444K |
| Vestcor Inc | 0.01% | No change | 3,955 | $438K |
| Baron Wealth Management LLC | 0.21% | Add +21.8% | 3,953 | $437K |
| TFC Financial Management, Inc. | 0.07% | Reduce -98.3% | 3,951 | $437K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.1% | 3,918 | $433K |
| Vernal Point Advisors, LLC | 0.33% | No change | 3,867 | $428K |
| Fonville Wealth Management LLC | 0.15% | Add +46.0% | 3,795 | $420K |
| RMR Wealth Builders | 0.04% | Add +8.2% | 3,792 | $419K |
| Lwmg, LLC | 0.08% | Add +1.3% | 3,791 | $419K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -1.2% | 3,760 | $416K |
| Avestar Capital, LLC | 0.04% | Reduce -2.5% | 3,729 | $413K |
| Tilia Fiduciary Partners, Inc. | 0.28% | No change | 3,645 | $403K |
| Physician Wealth Solutions Inc. | 0.20% | Add +9.6% | 3,644 | $403K |
| Beacon Bank & Trust | 0.09% | New | 3,635 | $402K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -16.9% | 3,632 | $402K |
| Investment Partners, LTD. | 0.17% | No change | 3,627 | $401K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,600 | $398K |
| Triumph Capital Management | 0.14% | Reduce -11.7% | 3,599 | $398K |
| Aptus Capital Advisors, LLC | 0.01% | Add +2.6% | 3,512 | $389K |
| Citizens Financial Group Inc. | 0.01% | Reduce -1.4% | 3,496 | $387K |
| Smith, Moore & Co. | 0.04% | Reduce -23.1% | 3,465 | $383K |
| Argent Trust Co | 0.02% | Reduce -37.8% | 3,459 | $383K |
| First Hawaiian Bank | 0.01% | Add +1.3% | 3,446 | $381K |
| Consilium Wealth Advisory, LLC | 0.21% | Add +30.3% | 3,431 | $380K |
| Crabel Capital Management, LLC | 0.27% | Add +54.5% | 3,419 | $378K |
| Watts Gwilliam & Co., LLC | 0.08% | — | 3,402 | $375K |
| Regatta Capital Group, LLC | 0.07% | New | 3,350 | $371K |
| Lido Advisors, LLC | 0.00% | Reduce -21.0% | 3,347 | $370K |
| Intergy Private Wealth, LLC | 0.14% | Add +9.2% | 3,323 | $368K |
| Power Wealth Management LLC | 0.16% | Reduce -2.6% | 3,313 | $367K |
| Hemington Wealth Management | 0.10% | No change | 3,291 | $363K |
| Madison Asset Management, LLC | 0.00% | Reduce -26.3% | 3,279 | $363K |
| PFG Advisors | 0.02% | Reduce -12.6% | 3,275 | $362K |
| LTG Capital LLC | 0.30% | No change | 3,258 | $360K |
| Cobblestone Capital Advisors LLC | 0.02% | New | 3,248 | $359K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,211 | $355K |
| Hilltop Holdings Inc. | 0.02% | Add +44.9% | 3,183 | $352K |
| Level Four Advisory Services, LLC | 0.01% | New | 3,143 | $348K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -84.0% | 4,185 | $345K |
| Stephens Inc. | 0.00% | Add +1.2% | 3,118 | $345K |
| Beckerman Institutional, LLC | 0.29% | — | 3,086 | $341K |
| Signaturefd, LLC | 0.01% | Add +6.0% | 2,963 | $328K |
| Financial Architects, LLC | 0.21% | No change | 2,955 | $327K |
| Twelve Points Wealth Management LLC | 0.10% | New | 2,946 | $326K |
| Gotham Asset Management | 0.00% | No change | 2,908 | $322K |
| StoneX Group Inc. | 0.02% | Reduce -64.1% | 2,870 | $318K |
| Allianz SE | 0.01% | Reduce -39.7% | 2,804 | $310K |
| Quantinno Capital Management LP | 0.00% | Add +12.0% | 2,802 | $310K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 2,800 | $310K |
| Sugar Maple Asset Management, LLC | 0.27% | Reduce -9.8% | 2,784 | $308K |
| Accredited Investors Inc. | 0.02% | No change | 2,781 | $308K |
| TCFG Wealth Management, LLC | 0.15% | — | 2,700 | $299K |
| Strategic Blueprint, LLC | 0.02% | Reduce -21.5% | 2,679 | $296K |
| Aprio Wealth Management, LLC | 0.05% | New | 2,649 | $293K |
| Clark Asset Management, LLC | 0.06% | Add +0.3% | 2,551 | $282K |
| Headlands Technologies LLC | 0.03% | New | 2,537 | $281K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -8.8% | 2,527 | $280K |
| Savant Capital, LLC | 0.00% | New | 2,525 | $279K |
| Stanley-Laman Group, Ltd. | 0.04% | No change | 2,501 | $277K |
| Financial Life Advisors | 0.10% | No change | 2,492 | $276K |
| Fifth Third Securities, Inc. | 0.03% | Reduce -95.0% | 2,469 | $273K |
| Daymark Wealth Partners, LLC | 0.01% | Add +7.6% | 2,467 | $273K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | No change | 2,450 | $271K |
| Almanack Investment Partners, LLC. | 0.04% | Add +2.1% | 2,438 | $270K |
| Crane Advisory, LLC | 0.05% | New | 2,417 | $266K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +6.5% | 2,396 | $265K |
| Summit Wealth Group, LLC | 0.08% | Reduce -19.5% | 2,384 | $264K |
| Jessup Wealth Management, Inc | 0.12% | Add +5.9% | 2,344 | $259K |
| Buffington Mohr McNeal | 0.04% | No change | 2,323 | $257K |
| M&T Bank Corp | 0.00% | No change | 2,320 | $257K |
| PFG Investments, LLC | 0.02% | Reduce -14.0% | 2,298 | $254K |
| TAP Consulting, LLC | 0.05% | Reduce -6.3% | 2,282 | $253K |
| Moors & Cabot, Inc. | 0.01% | Reduce -11.9% | 2,278 | $252K |
| CENTRAL TRUST Co | 0.01% | No change | 2,275 | $252K |
| Summit Wealth Partners, LLC | 0.05% | New | 2,248 | $249K |
| MGB Wealth Management, LLC | 0.09% | No change | 2,233 | $247K |
| Merit Financial Group, LLC | 0.01% | New | 2,229 | $247K |
| Pacific Financial Group Inc. | 0.18% | Reduce -5.9% | 2,187 | $242K |
| IHT Wealth Management, LLC | 0.01% | Reduce -11.2% | 2,163 | $239K |
| Strategic Financial Partners, Ltd. | 0.12% | No change | 2,149 | $238K |
| Wedmont Private Capital | 0.01% | No change | 2,088 | $230K |
| Carolinas Wealth Consulting LLC | 0.04% | Add +1.3% | 2,073 | $229K |
| Commerce Bank | 0.00% | New | 2,052 | $227K |
| Guardian Wealth Advisors, LLC | 0.14% | Add +4.3% | 2,008 | $222K |
| Wealth Management Associates, Inc. | 0.10% | No change | 2,000 | $221K |
| PBMares Wealth Management LLC | 0.05% | Reduce -8.8% | 1,989 | $220K |
| Nwam LLC | 0.01% | New | 1,973 | $218K |
| West Branch Capital LLC | 0.07% | Add +1.3% | 1,937 | $214K |
| Bear Mountain Capital, Inc. | 0.08% | No change | 1,931 | $213K |
| Visionary Wealth Advisors | 0.01% | Reduce -17.4% | 1,912 | $211K |
| Elevation Point Wealth Partners, LLC | 0.02% | Reduce -55.4% | 1,906 | $211K |
| FinTrust Capital Advisors, LLC | 0.04% | No change | 1,905 | $211K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 1,903 | $211K |
| Key Client Fiduciary Advisors, LLC | 0.10% | Add +1.3% | 1,889 | $209K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 1,886 | $209K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -14.1% | 1,859 | $206K |
| WealthCare Investment Partners, LLC | 0.09% | Add +1.8% | 1,863 | $205K |
| GFG Capital, LLC | 0.08% | New | 1,853 | $205K |
| Smith Salley Wealth Management | 0.01% | No change | 1,840 | $204K |
| Slagle Financial, LLC | 0.09% | New | 1,835 | $203K |
| Lauterbach Financial Advisors, LLC | 0.12% | New | 1,825 | $202K |
| Beaird Harris Wealth Management, LLC | 0.02% | Add +580.5% | 1,674 | $185K |
| Investors Research Corp | 0.04% | Add +4.2% | 1,554 | $172K |
| GeoWealth Management, LLC | 0.01% | Reduce -11.5% | 1,468 | $162K |
| Semmax Financial Advisors Inc. | 0.04% | Add +1.2% | 1,361 | $150K |
| Avior Wealth Management, LLC | 0.01% | Reduce -15.4% | 1,350 | $149K |
| Front Row Advisors LLC | 0.05% | Reduce -3.6% | 1,331 | $147K |
| Friedenthal Financial | 0.08% | Reduce -1.3% | 1,265 | $140K |
| AllSquare Wealth Management LLC | 0.07% | Add +1.5% | 1,194 | $132K |
| Montag A & Associates Inc. | 0.01% | Add +24.9% | 1,132 | $125K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 1,093 | $121K |
| Continuum Advisory, LLC | 0.01% | Add +1.1% | 1,068 | $118K |
| NorthRock Partners, LLC | 0.00% | No change | 1,019 | $113K |
| LGT Financial Advisors LLC | 0.28% | Reduce -25.2% | 1,013 | $112K |
| North Star Investment Management Corp. | 0.01% | No change | 1,000 | $111K |
| Tompkins Financial Corp. | 0.01% | No change | 900 | $100K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -89.8% | 893 | $99K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 882 | $98K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $94K |
| J.Safra Asset Management Corp | 0.01% | New | 805 | $89K |
| Harbour Investments, Inc. | 0.00% | Add +13.8% | 768 | $85K |
| Stone House Investment Management, LLC | 0.02% | Add +0.9% | 752 | $83K |
| Bristlecone Advisors, LLC | 0.01% | New | 750 | $83K |
| Quadrant Capital Group LLC | 0.01% | Add +8.5% | 653 | $72K |
| Clarity Asset Management, Inc. | 0.05% | Add +1.3% | 631 | $70K |
| Pacific Center for Financial Services | 0.02% | No change | 595 | $66K |
| Sandy Spring Bank | 0.00% | Add +16.7% | 595 | $66K |
| C M Bidwell & Associates Ltd. | 0.04% | No change | 526 | $58K |
| WASHINGTON TRUST Co | 0.00% | No change | 517 | $57K |
| Fifth Third Bancorp | 0.00% | Reduce -8.0% | 516 | $57K |
| Hoese & Co LLP | 0.04% | No change | 480 | $53K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 454 | $50K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +55.5% | 454 | $50K |
| FIL Ltd | 0.00% | No change | 437 | $48K |
| MidAtlantic Capital Management, Inc. | 0.04% | No change | 433 | $48K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -5.0% | 383 | $42K |
| Values First Advisors, Inc. | 0.02% | Reduce -99.5% | 378 | $42K |
| Rothschild Investment LLC | 0.00% | No change | 366 | $40K |
| Tidemark, LLC | 0.01% | No change | 271 | $30K |
| WR Wealth Planners, LLC | 0.01% | Reduce -11.6% | 267 | $30K |
| Phillips Financial Management, LLC | 0.00% | No change | 243 | $27K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +3.9% | 239 | $26K |
| Lanark Financial, Inc. | 0.00% | Add +32.9% | 218 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 205 | $23K |
| Pineridge Advisors LLC | 0.01% | Add +862.5% | 154 | $17K |
| Strategic Investment Solutions, Inc. | 0.00% | Add +1.4% | 149 | $16K |
| Eagle Bay Advisors LLC | 0.01% | Add +37.1% | 144 | $16K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 143 | $16K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 137 | $15K |
| Asset Management One Co., Ltd. | 0.00% | No change | 129 | $14K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 122 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 113 | $13K |
| Key Financial Inc | 0.00% | No change | 108 | $12K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $11K |
| WealthCollab, LLC | 0.01% | New | 96 | $11K |
| Sound Income Strategies, LLC | 0.00% | Reduce -57.7% | 93 | $10K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 91 | $10K |
| Rakuten Securities, Inc. | 0.00% | New | 90 | $10K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 85 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 75 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 72 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | — | 66 | $7K |
| SouthState Bank Corp | 0.00% | No change | 64 | $7K |
| Painted Porch Advisors LLC | 0.00% | No change | 58 | $6K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 55 | $6K |
| Brown Brothers Harriman & Co. | 0.00% | New | 54 | $6K |
| Creative Financial Designs Inc. | 0.00% | Reduce -69.5% | 53 | $6K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 47 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 43 | $5K |
| Abich Financial Wealth Management LLC | 0.01% | Reduce -94.3% | 41 | $5K |
| Providence Capital Advisors, LLC | 0.00% | No change | 38 | $4K |
| Pflug Koory, LLC | 0.00% | — | 35 | $4K |
| Silicon Valley Capital Partners | 0.00% | New | 34 | $4K |
| Caitlin John, LLC | 0.00% | Reduce -63.3% | 29 | $3K |
| Operose Advisors LLC | 0.00% | New | 29 | $3K |
| Centerpoint Advisors, LLC | 0.00% | New | 23 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -95.6% | 27 | $3K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 16 | $2K |
| Addison Advisors LLC | 0.00% | Reduce -96.5% | 15 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -98.2% | 11 | $1K |
| Mather Group, Llc. | 0.00% | Reduce -94.5% | 11 | $1K |
| New Millennium Group LLC | 0.00% | No change | 10 | $1K |
| Breakwater Investment Management | 0.00% | No change | 10 | $1K |
| Richardson Financial Services Inc. | 0.00% | No change | 3 | $332 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $332 |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 2 | $243 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -33.3% | 2 | $228 |
| PayPay Securities Corp | 0.02% | Reduce -60.0% | 2 | $221 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is SHV's weight in each manager's 13F, not the share of iShares 0-1 Year Treasury Bo the manager owns.