iShares 0-1 Year Treasury BoSHVETF
13F holders, Q4 2024 (December 31)724holders +49
62new positions
53sold out
5famous investors
$109.95avg. 13F price*
At the end of Q4 2024, 724 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, up 49 from Q3 2024. 62 opened new positions and 53 sold out. The largest holders were BlackRock, Inc. ($1.4B), FMR LLC ($574.5M) and Morgan Stanley ($568.1M). 5 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 Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $113.8M |
| Exits | 53 | $77.3M |
All 13F filers, Q3 2024 → Q4 2024: 14,587,915 shares bought and 17,251,597 shares sold, net −2,663,682 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 724 holders
| BlackRock, Inc. | 0.03% | Add +58.7% | 13,068,408 | $1.4B |
| FMR LLC | 0.03% | Add +152.1% | 5,217,524 | $574.5M |
| Morgan Stanley | 0.04% | Reduce -17.5% | 5,159,233 | $568.1M |
| Wells Fargo & Company | 0.10% | Add +3.7% | 3,850,840 | $424.0M |
| Bank of America Corp. | 0.03% | Reduce -15.1% | 2,655,761 | $292.4M |
| LPL Financial LLC | 0.09% | Add +6.8% | 1,907,963 | $210.1M |
| JPMorgan Chase & Co. | 0.02% | Reduce -80.6% | 1,749,117 | $192.6M |
| Northwestern Mutual Wealth Management Co. | 0.14% | Add +771.5% | 1,485,513 | $163.6M |
| Betterment LLC | 0.34% | Reduce -6.8% | 1,303,224 | $143.5M |
| UBS Group AG | 0.03% | Reduce -30.5% | 1,302,751 | $143.4M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.49% | Reduce -24.4% | 1,275,550 | $141.7M |
| Wealth Enhancement Advisory Services, LLC | 0.26% | Add +11.1% | 1,211,434 | $133.4M |
| Wealthspire Retirement, LLC | 10.35% | Add +2.1% | 1,190,784 | $131.1M |
| Raymond James Financial Inc. | 0.05% | — | 1,123,406 | $123.7M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -14.8% | 1,081,825 | $119.1M |
| Royal Bank of Canada | 0.02% | Reduce -13.3% | 1,017,583 | $112.0M |
| Bulltick Wealth Management, LLC | 22.41% | Add +33.2% | 863,628 | $95.1M |
| Renaissance Technologies | 0.14% | Add +10.8% | 838,100 | $92.3M |
| Anchor Capital Advisors LLC | 2.44% | Reduce -23.3% | 776,544 | $85.5M |
| Ameriprise Financial Inc. | 0.02% | Reduce -7.6% | 738,067 | $81.4M |
| Wealthfront Advisers LLC | 0.24% | Reduce -41.0% | 736,011 | $81.0M |
| Truist Financial Corp. | 0.12% | Reduce -19.8% | 715,261 | $78.8M |
| Cetera Investment Advisers | 0.16% | Reduce -0.5% | 702,491 | $77.4M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -18.6% | 683,441 | $75.3M |
| Hansen & Associates Financial Group, Inc. | 36.84% | Reduce -3.2% | 656,812 | $72.3M |
| Stifel Financial Corp. | 0.07% | Reduce -4.8% | 570,367 | $62.8M |
| Cynosure Group, LLC | 9.21% | Reduce -0.2% | 559,842 | $61.6M |
| True Link Financial Advisors, LLC | 5.10% | Add +6.3% | 551,299 | $60.7M |
| Federation des caisses Desjardins du Quebec | 0.30% | Add +3.2% | 530,058 | $58.4M |
| Townsend & Associates, Inc | 5.80% | Add +2.4% | 513,563 | $56.7M |
| GM Advisory Group, LLC | 2.99% | Add +12.6% | 491,275 | $54.1M |
| Jane Street Group, LLC | 0.09% | Add +310.3% | 484,240 | $53.3M |
| Cerity Partners LLC | 0.11% | Add +1.1% | 480,724 | $52.9M |
| Acorns Advisers, LLC | 0.45% | Add +1.2% | 421,184 | $46.4M |
| Foundations Investment Advisors, LLC | 0.88% | Reduce -10.4% | 415,611 | $45.8M |
| Millennium Management | 0.04% | Add +11.0% | 395,503 | $43.5M |
| Townsquare Capital LLC | 0.47% | Reduce -2.1% | 381,640 | $42.0M |
| Rockefeller Capital Management L.P. | 0.11% | Add +1.3% | 371,077 | $40.9M |
| LaSalle St. Investment Advisors, LLC | 12.62% | Reduce -1.9% | 369,703 | $40.7M |
| Bank of Nova Scotia | 0.07% | Reduce -80.2% | 367,847 | $40.6M |
| Trust Co | 4.64% | Add +0.7% | 368,053 | $40.5M |
| Family Manage LLC | 6.55% | Reduce -4.2% | 370,916 | $40.4M |
| Eight 31 Financial, LLC | 29.72% | New | 355,909 | $39.2M |
| MML Investors Services, LLC | 0.13% | Reduce -10.5% | 336,444 | $37.0M |
| Advisory Services Network, LLC | 0.69% | Reduce -17.0% | 335,103 | $36.9M |
| O'shaughnessy Asset Management, LLC | 0.31% | Add +0.8% | 331,880 | $36.5M |
| Old National Bancorp | 0.85% | Reduce -15.9% | 325,413 | $35.8M |
| Guidance Capital, Inc. | 10.50% | Add +164.7% | 310,675 | $34.3M |
| Global Retirement Partners, LLC | 0.98% | Reduce -3.8% | 310,465 | $34.2M |
| Client First Capital LLC | 17.17% | Reduce -1.5% | 303,373 | $33.4M |
| Northwest Quadrant Wealth Management, LLC | 7.58% | Add +1.4% | 302,555 | $33.3M |
| Fund Evaluation Group, LLC | 1.54% | Add +0.6% | 300,022 | $33.0M |
| Goldman Sachs Group Inc. | 0.01% | Add +50.1% | 295,760 | $32.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +64.3% | 270,496 | $29.8M |
| Whalen Wealth Management Inc. | 20.04% | Add +442.8% | 262,678 | $28.9M |
| Concord Wealth Partners | 4.73% | Add +42.7% | 262,285 | $28.9M |
| White Lighthouse Investment Management Inc. | 4.93% | Add +23.7% | 254,595 | $28.0M |
| Banco Santander, S.A. | 0.34% | Add +11.9% | 254,324 | $28.0M |
| Oppenheimer & Co. Inc. | 0.41% | Reduce -10.8% | 251,510 | $27.7M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -0.6% | 243,565 | $26.8M |
| Concord Asset Management, LLC | 5.84% | Add +46.3% | 241,427 | $26.6M |
| Americana Partners, LLC | 1.09% | Reduce -18.5% | 241,391 | $26.6M |
| HighTower Advisors, LLC | 0.03% | Add +62.8% | 227,222 | $25.0M |
| Allred Capital Management, LLC | 9.54% | Reduce -5.2% | 223,937 | $24.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -38.1% | 223,338 | $24.5M |
| Lee Financial Co | 3.43% | Reduce -1.3% | 221,437 | $24.4M |
| M. Kulyk & Associates, LLC | 4.88% | Add +2.4% | 204,657 | $22.5M |
| Able Wealth Management LLC | 14.73% | Add +9.2% | 203,430 | $22.4M |
| Focus Partners Wealth | 0.06% | Add +22.1% | 200,765 | $22.1M |
| Delta Investment Management, LLC | 4.29% | Reduce -9.8% | 199,990 | $22.0M |
| Sierra Legacy Group | 19.72% | — | 194,667 | $21.4M |
| Simon Quick Advisors, LLC | 1.23% | Add +0.0% | 186,081 | $20.5M |
| Strategic Point Investment Advisors, LLC | 3.28% | Add +2.3% | 182,724 | $20.1M |
| HSBC Holdings PLC | 0.01% | Add +57.1% | 181,917 | $20.0M |
| Mascoma Wealth Management LLC | 4.98% | Reduce -2.4% | 180,250 | $19.8M |
| Blueprint Investment Partners LLC | 3.15% | Add +83.6% | 180,020 | $19.8M |
| Comerica Bank | 0.08% | Add +22.2% | 172,992 | $19.0M |
| Selway Asset Management | 7.48% | Add +6.5% | 172,925 | $19.0M |
| Gunma Bank,Ltd. | 6.18% | Add +112.5% | 170,000 | $18.7M |
| BNP Paribas Financial Markets | 0.01% | Add +23.5% | 169,894 | $18.7M |
| Steward Partners Investment Advisory, LLC | 0.17% | Reduce -33.5% | 169,840 | $18.7M |
| IFP Advisors, Inc | 0.60% | Add +10.5% | 166,649 | $18.3M |
| Seven Post Investment Office LP | 6.98% | Add +5.5% | 165,614 | $18.2M |
| Smithfield Trust Co | 0.89% | Add +7.3% | 162,105 | $17.9M |
| Trajan Wealth LLC | 0.96% | Reduce -8.1% | 156,778 | $17.3M |
| Financial Engines Advisors L.L.C. | 0.04% | Reduce -5.1% | 153,526 | $16.9M |
| Mader & Shannon Wealth Management, Inc. | 9.96% | Reduce -22.5% | 146,266 | $16.1M |
| GFS Advisors, LLC | 2.42% | Add +62.6% | 144,586 | $15.9M |
| Presidio Capital Management, LLC | 8.13% | Reduce -1.4% | 137,894 | $15.2M |
| Alpha Zero LLC | 11.45% | — | 136,113 | $15.0M |
| Bull Oak Capital, LLC | 8.00% | Add +311.4% | 130,720 | $14.4M |
| Strategic Wealth Partners, Ltd. | 1.19% | Reduce -4.6% | 130,539 | $14.4M |
| Onyx Bridge Wealth Group LLC | 1.98% | Reduce -17.0% | 125,122 | $13.8M |
| Creative Planning | 0.01% | Reduce -32.8% | 122,225 | $13.5M |
| Future You Wealth LLC | 9.42% | — | 120,837 | $13.3M |
| Stableford Capital II LLC | 5.23% | Add +55.2% | 120,132 | $13.2M |
| Mayport, LLC | 3.82% | Add +15.0% | 117,662 | $13.0M |
| Fairvoy Private Wealth, LLC | 3.44% | — | 117,546 | $12.9M |
| Farther Finance Advisors, LLC | 0.46% | Add +843.7% | 116,550 | $12.8M |
| One Day In July LLC | 1.33% | Reduce -5.5% | 115,460 | $12.7M |
| Capstone Wealth Management Group, LLC | 6.68% | Reduce -19.9% | 113,348 | $12.5M |
| Winch Advisory Services, LLC | 3.24% | Reduce -3.4% | 113,201 | $12.5M |
| Silicon Valley Capital Partners | 1.38% | Add +329208.8% | 111,965 | $12.3M |
| Sierra Capital LLC | 1.42% | Add +294.8% | 108,915 | $12.0M |
| Udine Wealth Management, Inc. | 7.62% | No change | 107,750 | $11.9M |
| Kwmg, LLC | 1.19% | Add +1.6% | 104,892 | $11.5M |
| SG Americas Securities, LLC | 0.05% | New | 104,817 | $11.5M |
| Ausdal Financial Partners, Inc. | 0.99% | Reduce -84.8% | 103,628 | $11.4M |
| AdvisorNet Financial, Inc | 0.92% | Add +39.5% | 100,200 | $11.0M |
| Paragon Capital Management Inc. | 8.38% | Reduce -13.6% | 97,330 | $10.7M |
| RFG Advisory, LLC | 0.30% | Add +525.0% | 97,308 | $10.7M |
| Alterna Wealth Management, Inc. | 8.88% | Add +45.9% | 95,577 | $10.5M |
| Farringdon Capital, Ltd. | 4.34% | — | 95,364 | $10.5M |
| Cwm, LLC | 0.04% | Add +11.3% | 93,937 | $10.3M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -14.5% | 92,067 | $10.1M |
| Proficio Capital Partners LLC | 0.82% | Add +162.3% | 91,941 | $10.1M |
| Paulson Wealth Management Inc. | 2.74% | Add +5.8% | 91,280 | $10.1M |
| GTS Securities LLC | 0.49% | Reduce -13.9% | 91,218 | $10.0M |
| Archford Capital Strategies, LLC | 1.46% | Reduce -9.8% | 87,734 | $9.7M |
| Mariner, LLC | 0.02% | Reduce -7.5% | 86,718 | $9.5M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +25.2% | 84,827 | $9.3M |
| KFA Private Wealth Group, LLC | 3.90% | Reduce -9.1% | 84,503 | $9.3M |
| Meridian Wealth Management, LLC | 0.43% | Add +105.7% | 83,130 | $9.2M |
| Crescent Grove Advisors, LLC | 0.90% | Add +80.0% | 82,123 | $9.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.12% | Reduce -22.2% | 81,969 | $9.0M |
| TD Private Client Wealth LLC | 0.25% | Reduce -1.4% | 81,581 | $9.0M |
| Climber Capital SA | 7.38% | — | 96,995 | $9.0M |
| Shepherd Kaplan Krochuk, LLC | 7.22% | Add +73.0% | 78,441 | $8.6M |
| Tucker Asset Management LLC | 1.94% | Reduce -21.7% | 77,686 | $8.6M |
| MinichMacGregor Wealth Management, LLC | 1.76% | Add +0.2% | 76,765 | $8.5M |
| Lowe Brockenbrough & Co. Inc. | 0.53% | Reduce -3.9% | 75,263 | $8.3M |
| Arkfeld Wealth Strategies, L.L.C. | 3.77% | Reduce -0.1% | 74,388 | $8.2M |
| GatePass Capital, LLC | 8.90% | — | 72,885 | $8.0M |
| Drive Wealth Management, LLC | 1.93% | Reduce -5.9% | 71,329 | $7.9M |
| Bank of Montreal | 0.00% | Add +59.0% | 71,212 | $7.8M |
| Sfmg, LLC | 0.61% | New | 69,745 | $7.7M |
| Independent Solutions Wealth Management, LLC | 1.67% | Add +265.5% | 69,346 | $7.6M |
| Independent Financial Group, LLC | 0.25% | Reduce -3.4% | 69,278 | $7.6M |
| Private Advisor Group, LLC | 0.04% | Reduce -29.3% | 68,932 | $7.6M |
| Citadel Advisors | 0.01% | Reduce -62.8% | 67,689 | $7.5M |
| Heck Capital Advisors, LLC | 0.85% | Reduce -5.6% | 67,643 | $7.4M |
| Morris Financial Concepts, Inc. | 3.13% | Add +5.7% | 66,215 | $7.3M |
| Ridgewood Investments LLC | 3.50% | Add +2.0% | 65,858 | $7.3M |
| B. Riley Wealth Advisors, Inc. | 0.24% | Reduce -2.1% | 65,467 | $7.2M |
| Sulzberger Capital Advisors, Inc. | 8.14% | — | 64,767 | $7.1M |
| Kestra Advisory Services, LLC | 0.04% | Add +62.7% | 64,656 | $7.1M |
| Calamos Wealth Management LLC | 0.36% | Add +30.9% | 64,613 | $7.1M |
| Capital Wealth Alliance, LLC | 3.93% | Reduce -31.2% | 62,946 | $6.9M |
| Adaptive Financial Consulting, LLC | 2.86% | No change | 62,621 | $6.9M |
| Main Street Financial Solutions, LLC | 0.68% | Add +53.8% | 62,428 | $6.9M |
| Wedbush Securities Inc. | 0.24% | Reduce -10.1% | 61,918 | $6.8M |
| US Bancorp \de | 0.01% | Reduce -7.2% | 60,986 | $6.7M |
| Citigroup Inc. | 0.01% | Add +1.6% | 60,776 | $6.7M |
| Tru Independence Asset Management 2, LLC | 5.39% | Reduce -0.3% | 58,814 | $6.5M |
| Financial Management Network Inc. | 1.34% | Reduce -11.8% | 58,740 | $6.5M |
| Flow Traders U.S. LLC | 0.26% | Reduce -54.6% | 58,209 | $6.4M |
| Parallel Advisors, LLC | 0.14% | Reduce -8.1% | 57,526 | $6.3M |
| DAVENPORT & Co LLC | 0.04% | Add +183.6% | 56,994 | $6.3M |
| Alexander Labrunerie & Co., Inc. | 2.79% | Add +0.6% | 56,698 | $6.2M |
| Dynamic Advisor Solutions LLC | 0.27% | Add +39.0% | 56,126 | $6.2M |
| Private Advisory Group LLC | 0.69% | Add +198.8% | 55,616 | $6.1M |
| United Bank | 0.72% | Add +0.6% | 55,217 | $6.1M |
| Net Worth Advisory Group | 1.84% | Add +38.6% | 55,164 | $6.1M |
| Natixis Advisors, LLC | 0.01% | Reduce -20.6% | 55,079 | $6.1M |
| Assetmark, Inc. | 0.02% | Add +4.4% | 54,959 | $6.1M |
| Mutual Advisors, LLC | 0.17% | Add +6.0% | 54,036 | $6.0M |
| Atria Investments, Inc | 0.07% | Reduce -27.2% | 53,393 | $5.9M |
| D.A. Davidson & Co. | 0.05% | New | 52,734 | $5.8M |
| NewEdge Advisors, LLC | 0.03% | Add +69.2% | 52,711 | $5.8M |
| AXS Investments LLC | 1.63% | New | 52,610 | $5.8M |
| Clearstead Advisors, LLC | 0.09% | Reduce -1.3% | 52,532 | $5.8M |
| Advisory Research Inc. | 0.95% | Add +23.7% | 52,088 | $5.7M |
| Arete Wealth Advisors, LLC | 0.41% | Reduce -39.0% | 51,857 | $5.7M |
| SOL Capital Management CO | 0.64% | Reduce -2.9% | 51,817 | $5.7M |
| Laidlaw Wealth Management LLC | 2.48% | Add +22.8% | 51,675 | $5.7M |
| Avantax Advisory Services, Inc. | 0.04% | Reduce -14.9% | 51,173 | $5.6M |
| CoreCap Advisors, LLC | 0.25% | Reduce -26.5% | 50,734 | $5.6M |
| Partners Capital Investment Group, LLP | 0.15% | Reduce -68.7% | 50,438 | $5.6M |
| Oakworth Capital, Inc. | 0.38% | Add +29.7% | 50,369 | $5.5M |
| AE Wealth Management LLC | 0.05% | Add +10.8% | 49,285 | $5.4M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | New | 49,047 | $5.4M |
| Ritholtz Wealth Management | 0.16% | Reduce -1.4% | 48,758 | $5.4M |
| Virtus Family Office LLC | 6.67% | Add +519.0% | 48,334 | $5.3M |
| AMG National Trust Bank | 0.14% | Add +6.6% | 47,157 | $5.2M |
| VanWeelden Wealth Management, LLC | 4.50% | — | 45,257 | $5.0M |
| Keystone Financial Group, Inc. | 3.96% | — | 44,458 | $4.9M |
| Weaver Consulting Group | 1.50% | Reduce -3.7% | 44,244 | $4.9M |
| Clear Creek Financial Management, LLC | 0.52% | Add +119.2% | 44,094 | $4.9M |
| TBH Global Asset Management, LLC | 1.14% | Add +17.4% | 43,708 | $4.8M |
| James Investment Research, Inc. | 0.57% | Reduce -1.5% | 43,304 | $4.8M |
| Heartland Bank & Trust Co | 2.56% | Reduce -8.6% | 42,727 | $4.7M |
| CreativeOne Wealth, LLC | 0.14% | Add +5.2% | 41,813 | $4.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -12.3% | 41,559 | $4.6M |
| American Investment Services, Inc. | 0.81% | Add +23.5% | 41,433 | $4.6M |
| Scotia Capital Inc. | 0.02% | Add +25.5% | 41,400 | $4.6M |
| SBI Securities Co., Ltd. | 0.14% | — | 41,341 | $4.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.67% | Reduce -8.1% | 41,139 | $4.5M |
| Vident Advisory, LLC | 0.08% | Add +16.5% | 40,289 | $4.4M |
| Hixon Zuercher, LLC | 1.70% | Add +5.2% | 40,120 | $4.4M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -6.4% | 38,790 | $4.3M |
| Gould Asset Management LLC | 0.90% | Add +37.8% | 38,751 | $4.3M |
| Camarda Financial Advisors, LLC | 1.58% | Reduce -31.8% | 38,239 | $4.2M |
| Institute for Wealth Management, LLC. | 0.52% | Add +42.7% | 37,574 | $4.1M |
| Keybank National Association | 0.02% | Reduce -3.8% | 37,473 | $4.1M |
| MAI Capital Management | 0.03% | New | 36,741 | $4.0M |
| Gould Capital, LLC | 2.81% | Add +3.7% | 36,644 | $4.0M |
| Flagship Private Wealth, LLC | 1.92% | Add +289.3% | 36,228 | $4.0M |
| Insigneo Advisory Services, LLC | 0.41% | Add +3.6% | 36,150 | $4.0M |
| Alexis Investment Partners, LLC | 1.94% | — | 36,070 | $4.0M |
| Spire Wealth Management | 0.12% | Add +2.9% | 35,863 | $3.9M |
| Patton Fund Management, Inc. | 0.76% | Reduce -9.0% | 35,397 | $3.9M |
| Obsidian Cio, LLC | 0.71% | Add +25.6% | 35,294 | $3.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +68.8% | 34,899 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +68.8% | 34,899 | $3.8M |
| Investment House LLC | 0.20% | Reduce -22.0% | 34,011 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Reduce -58.1% | 33,921 | $3.7M |
| EFG Asset Management (Americas) Corp. | 0.72% | Reduce -9.4% | 33,804 | $3.7M |
| Spartan Planning & Wealth Management | 3.39% | — | 33,698 | $3.7M |
| Mgo One Seven LLC | 0.14% | Add +3.5% | 33,001 | $3.6M |
| Frontier Asset Management, LLC | 1.19% | Reduce -6.6% | 32,679 | $3.6M |
| LFA - Lugano Financial Advisors SA | 2.33% | New | 32,299 | $3.6M |
| Cary Street Partners Financial LLC | 0.11% | — | 31,914 | $3.5M |
| Ironwood Investment Management LLC | 1.74% | Add +1.9% | 31,690 | $3.5M |
| SVB Wealth LLC | 0.06% | New | 31,326 | $3.4M |
| Forum Financial Management, LP | 0.06% | Add +24.2% | 31,184 | $3.4M |
| Pacifica Partners Inc. | 1.43% | Add +8.0% | 30,050 | $3.3M |
| Fiduciary Alliance LLC | 0.33% | Add +1.1% | 30,008 | $3.3M |
| Balentine LLC | 0.13% | No change | 29,666 | $3.3M |
| J. Safra Sarasin Holding AG | 0.06% | No change | 29,573 | $3.3M |
| New Capital Management LP | 0.95% | Reduce -0.3% | 29,478 | $3.2M |
| Banque Pictet & Cie SA | 0.03% | Reduce -62.4% | 28,942 | $3.2M |
| Luminist Capital LLC | 5.49% | — | 28,427 | $3.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -94.1% | 28,118 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +124.9% | 27,906 | $3.1M |
| Pinnacle Financial Partners Inc | 0.06% | No change | 27,433 | $3.0M |
| Milestone Asset Management, LLC | 0.67% | Add +6.4% | 27,343 | $3.0M |
| Capital Advisors, Ltd. LLC | 0.38% | Reduce -15.9% | 27,339 | $3.0M |
| Premier Path Wealth Partners, LLC | 0.46% | Add +5.3% | 27,317 | $3.0M |
| Arrien Investments, Inc. | 2.14% | Reduce -25.3% | 27,146 | $3.0M |
| KDK Private Wealth Management, LLC | 3.10% | — | 27,138 | $3.0M |
| Two Sigma Securities, LLC | 0.54% | Add +70.9% | 26,848 | $3.0M |
| Oak Family Advisors, LLC | 1.15% | Add +18.7% | 26,792 | $3.0M |
| First Horizon Advisors, Inc. | 0.08% | Add +41.2% | 26,730 | $2.9M |
| Avalon Capital Management | 0.95% | Add +118.3% | 26,618 | $2.9M |
| Rock Creek Group LLC | 0.31% | No change | 26,503 | $2.9M |
| Bfsg, LLC | 0.34% | Add +8.2% | 26,533 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -15.4% | 26,386 | $2.9M |
| New York Life Investment Management LLC | 0.03% | Reduce -62.4% | 26,382 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -28.9% | 26,353 | $2.9M |
| Principia Wealth Advisory, LLC | 2.73% | — | 26,344 | $2.9M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +16.8% | 25,946 | $2.9M |
| Good Life Advisors, LLC | 0.21% | Reduce -51.6% | 25,729 | $2.8M |
| Midwest Professional Planners, LTD. | 0.84% | Add +9.4% | 25,466 | $2.8M |
| CVA Family Office, LLC | 0.44% | Add +16.7% | 25,254 | $2.8M |
| Allworth Financial LP | 0.01% | Reduce -5.6% | 24,741 | $2.7M |
| Marino, Stram & Associates LLC | 0.60% | Add +65.6% | 24,637 | $2.7M |
| Principal Securities, Inc. | 0.06% | Add +9.7% | 24,544 | $2.7M |
| Coppell Advisory Solutions LLC | 0.38% | Reduce -6.8% | 24,386 | $2.7M |
| Axxcess Wealth Management, LLC | 0.07% | Add +0.3% | 24,126 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +634.6% | 23,589 | $2.6M |
| Ethos Financial Group, LLC | 0.34% | Reduce -74.9% | 23,382 | $2.6M |
| Astor Investment Management LLC | 1.32% | Reduce -45.9% | 23,332 | $2.6M |
| Fermata Advisors, LLC | 0.48% | Add +59.0% | 23,319 | $2.6M |
| Wealth Alliance, LLC | 0.30% | Reduce -19.5% | 22,877 | $2.5M |
| San Luis Wealth Advisors LLC | 0.47% | Reduce -15.8% | 22,676 | $2.5M |
| Core Wealth Partners LLC | 1.43% | Add +1.4% | 22,674 | $2.5M |
| Shepherd Financial Partners LLC | 0.30% | Reduce -14.9% | 22,637 | $2.5M |
| Clarity Financial LLC | 0.30% | Reduce -1.6% | 22,625 | $2.5M |
| Baring Financial LLC | 2.22% | — | 22,604 | $2.5M |
| Snowden Capital Advisors LLC | 0.08% | Add +383.5% | 22,168 | $2.4M |
| Birchcreek Wealth Management, LLC | 1.53% | Reduce -49.5% | 22,071 | $2.4M |
| Apex Wealth Management, LLC | 2.09% | — | 21,984 | $2.4M |
| Legacy Advisory Services, LLC | 2.04% | New | 21,761 | $2.4M |
| Independent Advisor Alliance | 0.03% | New | 21,256 | $2.3M |
| Strategy Asset Managers LLC | 0.45% | Add +22.4% | 21,232 | $2.3M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +83.7% | 21,127 | $2.3M |
| Eagle Rock Investment Company, LLC | 0.38% | Reduce -11.8% | 21,005 | $2.3M |
| FLC Capital Advisors | 0.52% | Reduce -6.5% | 20,699 | $2.3M |
| Atticus Wealth Management, LLC | 0.71% | Reduce -6.4% | 20,674 | $2.3M |
| Optivise Advisory Services LLC | 1.22% | No change | 20,547 | $2.3M |
| Brown Advisory Inc. | 0.00% | Add +0.8% | 20,461 | $2.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +56.9% | 20,220 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +44.3% | 20,073 | $2.2M |
| Venturi Wealth Management, LLC | 0.11% | No change | 20,000 | $2.2M |
| Composition Wealth, LLC | 0.04% | Reduce -4.1% | 19,637 | $2.2M |
| GWN Securities Inc. | 0.58% | — | 19,570 | $2.2M |
| Transcendent Capital Group LLC | 1.11% | Add +84.2% | 19,485 | $2.1M |
| Bison Wealth, LLC | 0.47% | Reduce -22.9% | 19,444 | $2.1M |
| Aspiriant, LLC | 0.08% | No change | 19,288 | $2.1M |
| Abacus Planning Group, Inc. | 0.37% | Add +0.1% | 19,249 | $2.1M |
| Virtue Capital Management, LLC | 0.43% | Reduce -89.3% | 19,244 | $2.1M |
| Argent Advisors, Inc. | 0.78% | Add +96.0% | 19,068 | $2.1M |
| MMBG Investment Advisors Co. | 0.22% | Reduce -42.7% | 18,780 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.1% | 18,749 | $2.1M |
| Compound Planning, Inc. | 0.10% | Reduce -16.2% | 18,620 | $2.1M |
| Ehrlich Financial Group | 1.45% | Reduce -6.3% | 18,566 | $2.0M |
| Eagle Global Advisors LLC | 0.08% | Reduce -30.6% | 18,329 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.28% | No change | 18,190 | $2.0M |
| Wick Capital Partners, LLC | 0.59% | Add +29.6% | 18,090 | $2.0M |
| MFA Wealth Services | 1.57% | — | 17,723 | $2.0M |
| ARS Wealth Advisors Group, LLC | 0.27% | Reduce -1.2% | 17,540 | $1.9M |
| Advisory Alpha, LLC | 0.07% | Reduce -0.1% | 17,233 | $1.9M |
| Foundry Financial Group, Inc. | 1.17% | Add +29.7% | 17,192 | $1.9M |
| J.W. Cole Advisors, Inc. | 0.08% | Reduce -64.0% | 17,050 | $1.9M |
| Latitude Advisors, LLC | 1.06% | New | 17,023 | $1.9M |
| Ascent Group, LLC | 0.14% | Add +13.4% | 17,010 | $1.9M |
| IMA Advisory Services, Inc. | 0.22% | New | 16,819 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -17.0% | 16,613 | $1.8M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -24.3% | 16,564 | $1.8M |
| Corient Private Wealth LP | 0.00% | Reduce -49.9% | 130,991 | $1.8M |
| Ameritas Advisory Services, LLC | 0.06% | Reduce -16.3% | 16,225 | $1.8M |
| Lincoln Capital Corp. | 0.72% | Add +1.8% | 15,937 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -47.7% | 15,858 | $1.7M |
| Greenspring Advisors, LLC | 0.38% | Add +2.4% | 15,846 | $1.7M |
| Wooster Corthell Wealth Management, Inc. | 0.38% | Add +2.8% | 15,803 | $1.7M |
| J. W. Coons Advisors, LLC | 0.45% | Add +15.2% | 15,755 | $1.7M |
| Bearing Point Capital, LLC | 0.36% | — | 15,725 | $1.7M |
| Realta Investment Advisors | 0.70% | Add +14.6% | 15,529 | $1.7M |
| Principal Financial Group Inc. | 0.00% | Add +59.9% | 15,015 | $1.7M |
| IPG Investment Advisors LLC | 0.37% | Reduce -2.3% | 14,857 | $1.6M |
| Beacon Bank & Trust | 0.38% | Add +307.2% | 14,802 | $1.6M |
| Impact Partnership Wealth, LLC | 0.33% | Reduce -5.4% | 14,799 | $1.6M |
| Investment Management Associates Inc. | 0.71% | Reduce -30.2% | 14,788 | $1.6M |
| 49 Wealth Management, LLC | 0.23% | Reduce -36.1% | 14,716 | $1.6M |
| Choreo, LLC | 0.02% | Reduce -3.7% | 14,505 | $1.6M |
| Karpus Management, Inc. | 0.05% | Reduce -44.1% | 14,500 | $1.6M |
| Edgemoor Investment Advisors, Inc. | 0.14% | Reduce -1.4% | 14,295 | $1.6M |
| Western Financial Corp | 0.83% | Add +8.6% | 13,744 | $1.5M |
| Kings Path Partners LLC | 0.64% | Add +4.1% | 13,518 | $1.5M |
| LM Advisors LLC | 0.27% | Reduce -0.7% | 13,508 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +13.7% | 13,355 | $1.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.8% | 13,307 | $1.5M |
| Callan Family Office, LLC | 0.09% | Add +18.3% | 13,232 | $1.5M |
| WealthTrak Capital Management LLC | 1.23% | — | 13,159 | $1.4M |
| Fortis Group Advisors, LLC | 0.27% | Reduce -30.1% | 13,098 | $1.4M |
| Astra Wealth Partners LLC | 1.36% | — | 13,049 | $1.4M |
| Kingswood Wealth Advisors, LLC | 0.10% | New | 12,589 | $1.4M |
| &partners | 0.02% | Add +68.3% | 12,499 | $1.4M |
| Pathway Financial Advisors LLC | 0.31% | Add +10.8% | 12,340 | $1.4M |
| Forefront Analytics, LLC | 0.63% | Reduce -19.4% | 12,248 | $1.3M |
| Cannon Advisors, Inc. | 1.14% | Reduce -4.9% | 12,176 | $1.3M |
| HFG Advisors, Inc. | 1.17% | Add +25.2% | 12,171 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Add +0.1% | 12,168 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.79% | No change | 12,078 | $1.3M |
| Arax Advisory Partners | 0.08% | Reduce -7.7% | 11,998 | $1.3M |
| Plum Street Advisors, LLC | 0.65% | Add +1.2% | 11,962 | $1.3M |
| Crews Bank & Trust | 0.22% | — | 11,941 | $1.3M |
| Darden Wealth Group Inc | 0.86% | Reduce -1.2% | 11,475 | $1.3M |
| Cunning Capital Partners, LP | 0.74% | Add +25.7% | 11,250 | $1.2M |
| World Investment Advisors | 0.03% | Add +3.3% | 11,072 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | No change | 11,056 | $1.2M |
| Argonautica Private Wealth Management, Inc. | 0.39% | Reduce -1.8% | 11,047 | $1.2M |
| Destination Wealth Management | 0.04% | Add +3.1% | 10,996 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +7.6% | 10,977 | $1.2M |
| Keebeck Wealth Management | 0.17% | Reduce -43.8% | 10,970 | $1.2M |
| StoneX Group Inc. | 0.07% | Add +278.6% | 10,867 | $1.2M |
| Legacy Investment Solutions, LLC | 0.78% | Reduce -42.3% | 10,842 | $1.2M |
| Legacy Wealth Managment, LLC | 0.78% | Reduce -42.3% | 10,842 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -45.5% | 10,824 | $1.2M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +89.8% | 10,772 | $1.2M |
| Noble Wealth Management PBC | 0.82% | — | 10,763 | $1.2M |
| Regal Investment Advisors LLC | 0.09% | Reduce -3.8% | 10,684 | $1.2M |
| Empirical Finance, LLC | 0.07% | New | 10,465 | $1.2M |
| Turning Point Benefit Group, Inc. | 1.09% | — | 10,426 | $1.1M |
| Estate Counselors, LLC | 0.12% | No change | 10,416 | $1.1M |
| GenWealth Group, Inc. | 0.26% | Add +4.8% | 10,405 | $1.1M |
| Trustmark Bank Trust Department | 0.08% | Reduce -15.2% | 10,179 | $1.1M |
| Arkos Global Advisors | 0.16% | Reduce -25.3% | 10,124 | $1.1M |
| RIA Advisory Group LLC | 0.38% | Reduce -21.3% | 10,092 | $1.1M |
| Pure Portfolios Holdings LLC | 0.41% | Add +1.6% | 10,057 | $1.1M |
| Tudor Investment Corporation | 0.01% | New | 9,840 | $1.1M |
| Private Capital Management LLC | 0.22% | Add +10.1% | 9,805 | $1.1M |
| Root Financial Partners, LLC | 0.13% | Add +47.2% | 9,798 | $1.1M |
| Finley Financial, LLC | 0.56% | — | 9,729 | $1.1M |
| Leibman Financial Services, Inc. | 0.78% | Reduce -6.9% | 9,655 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Reduce -56.1% | 9,624 | $1.1M |
| Whittier Trust Co. | 0.01% | No change | 9,544 | $1.1M |
| Heritage Wealth Partners, LLC | 1.31% | Reduce -2.8% | 9,477 | $1.0M |
| Greenleaf Trust | 0.01% | Reduce -9.6% | 9,471 | $1.0M |
| Ifrah Financial Services, Inc. | 0.29% | Add +2.6% | 9,453 | $1.0M |
| Baker Ellis Asset Management LLC | 0.15% | Reduce -2.6% | 9,450 | $1.0M |
| Global View Capital Management LLC | 0.36% | — | 9,329 | $1.0M |
| Rosenberg Matthew Hamilton | 0.27% | No change | 9,290 | $1.0M |
| 1834 Investment Advisors Co. | 0.13% | Reduce -19.4% | 9,189 | $1.0M |
| Courage Miller Partners, LLC | 0.33% | Add +0.2% | 8,827 | $972K |
| Atwood & Palmer Inc. | 0.07% | No change | 8,818 | $971K |
| Forza Wealth Management, LLC | 0.44% | No change | 8,802 | $969K |
| Salomon & Ludwin, LLC | 0.10% | Add +0.1% | 8,798 | $969K |
| Capital Asset Advisory Services LLC | 0.05% | Add +21.5% | 8,794 | $969K |
| Blair William & Co. | 0.00% | Reduce -4.0% | 8,754 | $964K |
| Warberg Asset Management LLC | 3.78% | New | 8,696 | $958K |
| Boston Family Office LLC | 0.07% | Add +94.6% | 8,677 | $955K |
| Beverly Hills Private Wealth, LLC | 0.19% | Add +1.6% | 8,598 | $947K |
| IFG Advisory, LLC | 0.05% | Reduce -21.0% | 8,582 | $945K |
| KWB Wealth | 0.12% | Add +1.3% | 8,531 | $944K |
| TruWealth Advisors, LLC | 0.06% | Reduce -34.7% | 8,452 | $931K |
| Financial Management Professionals, Inc. | 0.12% | Add +49.5% | 8,451 | $931K |
| Park Avenue Securities LLC | 0.01% | Reduce -72.3% | 8,437 | $929K |
| Probity Advisors, Inc. | 0.17% | Reduce -21.2% | 8,074 | $889K |
| WJ Wealth Management, LLC | 0.30% | Add +13.6% | 8,012 | $882K |
| TD Waterhouse Canada Inc. | 0.01% | Add +4.1% | 7,987 | $879K |
| Archer Investment Corp | 0.23% | Add +10.8% | 7,955 | $876K |
| Private Portfolio Partners LLC | 0.16% | Reduce -1.7% | 7,878 | $867K |
| Core Wealth Advisors, Inc. | 0.29% | No change | 7,874 | $867K |
| Fortis Advisors, LLC | 0.57% | Add +1.5% | 7,853 | $865K |
| Fonville Wealth Management LLC | 0.28% | Add +105.5% | 7,798 | $859K |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.3% | 7,735 | $852K |
| National Bank of Canada | 0.00% | Reduce -55.6% | 7,707 | $849K |
| Napatree Capital LLC | 0.50% | Add +2.9% | 7,681 | $846K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -15.9% | 7,658 | $843K |
| Castleview Partners, LLC | 0.45% | Reduce -4.9% | 7,627 | $840K |
| Tortoise Investment Management, LLC | 0.09% | Reduce -48.8% | 7,620 | $839K |
| Leavell Investment Management, Inc. | 0.04% | Add +1.9% | 7,616 | $839K |
| Signal Advisors Wealth, LLC | 0.09% | Add +1.7% | 7,594 | $836K |
| Keel Point, LLC | 0.07% | Reduce -5.2% | 7,569 | $833K |
| Centaurus Financial, Inc. | 0.05% | Add +15.5% | 7,545 | $831K |
| Dominguez Wealth Management Solutions, Inc. | 0.60% | Reduce -0.0% | 7,489 | $825K |
| Napa Wealth Management | 0.35% | Add +4.3% | 7,374 | $812K |
| Flagstar Securities, Inc. | 0.20% | Add +4.1% | 7,369 | $811K |
| One Capital Management, LLC | 0.03% | Reduce -24.2% | 7,358 | $810K |
| Investment Partners Asset Management, Inc. | 0.63% | Reduce -2.3% | 7,330 | $807K |
| Savant Capital, LLC | 0.01% | Add +188.4% | 7,281 | $802K |
| Jacobi Capital Management LLC | 0.06% | Reduce -5.8% | 7,266 | $800K |
| Innova Wealth Partners | 0.50% | New | 7,137 | $786K |
| Roble, Belko & Company, Inc | 0.12% | Add +0.0% | 7,086 | $780K |
| Central Bank & Trust Co. | 0.12% | Add +7.0% | 7,041 | $775K |
| Silver Oak Securities, Incorporated | 0.07% | Add +37.9% | 7,025 | $773K |
| Tempus Wealth Planning, LLC | 0.24% | Add +40.7% | 7,023 | $773K |
| Maripau Wealth Management LLC | 0.46% | New | 7,008 | $772K |
| Hilltop Holdings Inc. | 0.05% | Add +119.3% | 6,981 | $769K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | New | 6,976 | $768K |
| ORG Partners LLC | 0.10% | Reduce -63.5% | 6,809 | $750K |
| Sandy Cove Advisors, LLC | 0.29% | Reduce -1.1% | 6,753 | $744K |
| Forte Asset Management LLC | 0.39% | No change | 6,750 | $743K |
| Sovereign Financial Group, Inc. | 0.17% | Add +30.8% | 6,748 | $743K |
| Aries Wealth Management | 0.20% | Add +46.2% | 6,659 | $733K |
| Gryphon Financial Partners LLC | 0.11% | Reduce -0.8% | 6,653 | $733K |
| Sigma Planning Corp | 0.02% | Reduce -1.9% | 6,642 | $731K |
| Armstrong Advisory Group, Inc. | 0.06% | New | 6,611 | $728K |
| Trilogy Capital Inc. | 0.04% | Add +2.9% | 6,506 | $716K |
| Advisors Preferred, LLC | 0.11% | New | 6,423 | $707K |
| Annandale Capital, LLC | 0.14% | Reduce -1.3% | 6,350 | $699K |
| Cairn Investment Group, Inc. | 0.41% | No change | 6,300 | $694K |
| Montecito Bank & Trust | 0.12% | No change | 6,210 | $684K |
| Cibc World Market Inc. | 0.00% | Reduce -57.7% | 6,205 | $683K |
| Compass Ion Advisors, LLC | 0.08% | Reduce -1.5% | 6,143 | $676K |
| Heritage Oak Wealth Advisors LLC | 0.32% | New | 6,107 | $672K |
| Roberts Financial Services LLC | 0.13% | Reduce -3.1% | 6,097 | $671K |
| Lake Hills Wealth Management, LLC | 0.46% | Reduce -22.5% | 6,090 | $671K |
| RDA Financial Network | 0.19% | Reduce -48.6% | 6,035 | $665K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -0.4% | 6,026 | $664K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.2% | 6,021 | $663K |
| Severin Investments, LLC | 0.65% | — | 5,969 | $657K |
| Schrum Private Wealth Management LLC | 0.55% | Add +11.0% | 5,889 | $648K |
| Advisor OS, LLC | 0.07% | Reduce -7.7% | 5,881 | $648K |
| Benedict Financial Advisors Inc. | 0.16% | Add +33.2% | 5,828 | $642K |
| Hudson Portfolio Management LLC | 0.62% | New | 5,750 | $633K |
| Blalock Williams, LLC | 0.72% | — | 5,631 | $620K |
| Bank of New York Mellon Corp | 0.00% | Reduce -46.8% | 5,625 | $619K |
| JTC Employer Solutions Trustee Ltd | 0.04% | No change | 5,584 | $614K |
| High Note Wealth, LLC | 0.16% | Reduce -1.1% | 5,569 | $613K |
| Richard W. Paul & Associates, LLC | 0.22% | Reduce -13.8% | 5,540 | $610K |
| Black Diamond Financial, LLC | 0.09% | Add +5.0% | 5,535 | $609K |
| Leo Wealth, LLC | 0.05% | Reduce -2.3% | 5,509 | $607K |
| Ceeto Capital Group, LLC | 0.22% | No change | 5,500 | $606K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -17.9% | 5,500 | $606K |
| Ascentis Independent Advisors | 0.12% | Reduce -24.6% | 5,473 | $603K |
| Arkadios Wealth Advisors | 0.03% | Reduce -12.5% | 5,399 | $594K |
| Pecaut & Co. | 0.21% | No change | 5,393 | $594K |
| MGB Wealth Management, LLC | 0.18% | Add +140.5% | 5,370 | $591K |
| Concourse Financial Group Securities, Inc. | 0.03% | Add +1295.8% | 5,346 | $590K |
| Hanover Advisors Inc. | 0.24% | Reduce -14.7% | 5,262 | $579K |
| Northstar Advisory Group, LLC | 0.29% | New | 5,205 | $573K |
| Brighton Jones LLC | 0.02% | New | 5,199 | $572K |
| Foster Group, Inc. | 0.02% | Reduce -15.6% | 5,193 | $572K |
| Sicart Associates LLC | 0.20% | Reduce -22.6% | 5,150 | $567K |
| First Wilshire Securities Management Inc. | 0.15% | Add +1.6% | 5,125 | $564K |
| Thompson David Blair | 0.41% | — | 5,090 | $560K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -0.9% | 5,053 | $556K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +2.2% | 5,039 | $555K |
| Sovran Advisors, LLC | 0.08% | — | 5,015 | $553K |
| Integrated Advisors Network LLC | 0.03% | Add +0.2% | 5,005 | $551K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 5,000 | $551K |
| JFS Wealth Advisors, LLC | 0.04% | Add +463.1% | 4,967 | $547K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -6.7% | 4,854 | $534K |
| Balefire, LLC | 0.18% | Reduce -10.6% | 4,694 | $517K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -16.1% | 4,658 | $513K |
| Wealthcare Capital Management LLC | 0.05% | No change | 4,646 | $512K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.0% | 4,628 | $510K |
| NWF Advisory Services Inc. | 0.07% | New | 4,626 | $509K |
| Allen Capital Group, LLC | 0.06% | Reduce -51.8% | 4,593 | $506K |
| Leelyn Smith, LLC | 0.09% | Add +10.1% | 4,555 | $502K |
| Retirement Capital Strategies | 0.19% | New | 4,537 | $500K |
| McDonald Partners LLC | 0.13% | New | 4,526 | $498K |
| Ted Buchan & Co | 0.23% | No change | 4,463 | $491K |
| Agilis Partners LLC | 0.15% | No change | 4,432 | $488K |
| TCP Asset Management, LLC | 0.11% | Reduce -1.7% | 4,415 | $486K |
| Silver Oak Wealth Advisors Services, LLC | 0.42% | — | 4,398 | $484K |
| Fiduciary Financial Group, LLC | 0.11% | Add +0.5% | 4,378 | $483K |
| Castle Rock Wealth Management, LLC | 0.11% | Add +1.1% | 4,310 | $475K |
| Elevation Point Wealth Partners, LLC | 0.04% | Add +124.2% | 4,274 | $471K |
| Fortitude Advisory Group L.L.C. | 0.28% | Reduce -0.9% | 4,265 | $470K |
| Columbus Macro, LLC | 0.06% | No change | 4,251 | $468K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +8.4% | 4,247 | $468K |
| Advyzon Investment Management, LLC | 0.18% | — | 4,244 | $467K |
| Valmark Advisers, Inc. | 0.01% | Add +1.6% | 4,243 | $467K |
| Formidable Asset Management, LLC | 0.08% | New | 4,210 | $464K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.4% | 4,202 | $463K |
| Raelipskie Partnership | 0.23% | No change | 4,200 | $462K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -3.5% | 4,099 | $451K |
| Private Trust Co. NA | 0.05% | Reduce -64.8% | 4,073 | $448K |
| Centennial Wealth Advisory LLC | 0.17% | Reduce -17.3% | 4,035 | $444K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -55.0% | 4,024 | $443K |
| Smith, Moore & Co. | 0.04% | Add +15.5% | 4,002 | $441K |
| Vontobel Holding Ltd. | 0.00% | Reduce -14.7% | 4,000 | $440K |
| Diversified Trust Co. | 0.01% | Reduce -0.6% | 3,992 | $440K |
| Physician Wealth Solutions Inc. | 0.21% | Add +6.8% | 3,892 | $429K |
| Vernal Point Advisors, LLC | 0.29% | No change | 3,867 | $426K |
| TT Capital Management LLC | 0.34% | — | 3,847 | $424K |
| Romano Brothers and Company | 0.05% | Reduce -5.4% | 3,833 | $422K |
| Engineers Gate Manager LP | 0.01% | New | 3,776 | $416K |
| Mission Wealth Management, LP | 0.01% | Reduce -12.1% | 3,767 | $415K |
| Salem Investment Counselors Inc. | 0.01% | No change | 3,760 | $414K |
| Western Wealth Management, LLC | 0.02% | Reduce -31.2% | 3,703 | $408K |
| Tilia Fiduciary Partners, Inc. | 0.27% | No change | 3,645 | $401K |
| Investment Partners, LTD. | 0.16% | No change | 3,627 | $399K |
| SYM FINANCIAL Corp | 0.05% | New | 3,619 | $398K |
| Avestar Capital, LLC | 0.04% | Reduce -3.2% | 3,608 | $397K |
| Captrust Financial Advisors | 0.00% | Reduce -75.8% | 3,604 | $397K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 3,600 | $396K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -27.4% | 3,594 | $396K |
| Maridea Wealth Management LLC | 0.13% | — | 3,586 | $395K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -2.3% | 3,548 | $391K |
| Authentikos Wealth Advisory, LLC | 0.39% | Reduce -55.1% | 3,539 | $390K |
| Revolve Wealth Partners, LLC | 0.06% | New | 3,526 | $388K |
| Buffington Mohr McNeal | 0.06% | Add +51.7% | 3,523 | $388K |
| Consilium Wealth Advisory, LLC | 0.18% | Add +2.2% | 3,508 | $386K |
| First Hawaiian Bank | 0.01% | Add +1.6% | 3,500 | $385K |
| Argent Trust Co | 0.02% | No change | 3,459 | $381K |
| Compass Capital Corp. /Ma/ | 0.15% | — | 3,443 | $379K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,422 | $377K |
| Watts Gwilliam & Co., LLC | 0.08% | Add +0.1% | 3,404 | $375K |
| Intergy Private Wealth, LLC | 0.14% | Add +0.7% | 3,345 | $368K |
| Cobblestone Capital Advisors LLC | 0.02% | Add +2.7% | 3,337 | $367K |
| Regatta Capital Group, LLC | 0.07% | Reduce -0.9% | 3,320 | $366K |
| Jessup Wealth Management, Inc | 0.16% | Add +41.1% | 3,308 | $364K |
| Hemington Wealth Management | 0.09% | No change | 3,291 | $362K |
| Power Wealth Management LLC | 0.15% | Reduce -0.9% | 3,283 | $361K |
| LTG Capital LLC | 0.30% | No change | 3,258 | $359K |
| Madison Asset Management, LLC | 0.00% | Reduce -0.8% | 3,252 | $358K |
| Madison Investment Advisors, LLC | 0.00% | — | 3,252 | $358K |
| Lido Advisors, LLC | 0.00% | Reduce -4.1% | 3,211 | $354K |
| Quattro Financial Advisors LLC | 0.09% | Reduce -92.2% | 3,200 | $353K |
| Stanley-Laman Group, Ltd. | 0.05% | Add +26.8% | 3,170 | $349K |
| Stephens Inc. | 0.00% | Add +1.4% | 3,163 | $348K |
| Neuberger Berman Group LLC | 0.00% | New | 3,138 | $346K |
| Signaturefd, LLC | 0.01% | Add +3.0% | 3,053 | $336K |
| North Star Investment Management Corp. | 0.02% | Add +198.0% | 2,980 | $328K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -5.3% | 2,977 | $328K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | New | 2,962 | $326K |
| Financial Architects, LLC | 0.21% | No change | 2,955 | $325K |
| Gotham Asset Management | 0.00% | No change | 2,908 | $320K |
| Cardinal Point Capital Management ULC | 0.05% | Reduce -38.4% | 2,900 | $319K |
| RMR Wealth Builders | 0.03% | Reduce -24.2% | 2,873 | $316K |
| Triumph Capital Management | 0.11% | Reduce -20.9% | 2,848 | $314K |
| PFG Advisors | 0.02% | Reduce -13.3% | 2,839 | $313K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -49.4% | 2,823 | $311K |
| Woodward Diversified Capital, LLC | 0.23% | Reduce -49.6% | 2,821 | $311K |
| Allianz SE | 0.01% | No change | 2,804 | $309K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 2,800 | $308K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,788 | $307K |
| Lowery Thomas, LLC | 0.20% | New | 2,779 | $306K |
| Accredited Investors Inc. | 0.02% | Reduce -0.3% | 2,774 | $305K |
| Sugar Maple Asset Management, LLC | 0.23% | Reduce -1.5% | 2,742 | $302K |
| Voya Financial Advisors, Inc. | 0.03% | Reduce -53.4% | 2,732 | $301K |
| Baron Wealth Management LLC | 0.14% | Reduce -31.0% | 2,728 | $300K |
| TCFG Wealth Management, LLC | 0.15% | No change | 2,700 | $297K |
| Edge Wealth Management LLC | 0.06% | Reduce -74.5% | 2,697 | $297K |
| Aprio Wealth Management, LLC | 0.04% | Add +1.6% | 2,692 | $296K |
| Strategic Blueprint, LLC | 0.02% | Reduce -1.2% | 2,646 | $291K |
| A&I Financial Services, LLC | 0.28% | — | 2,638 | $290K |
| Headlands Technologies LLC | 0.03% | Add +3.9% | 2,637 | $290K |
| Vestcor Inc | 0.01% | Reduce -34.6% | 2,585 | $285K |
| Citizens Financial Group Inc. | 0.01% | Reduce -26.0% | 2,586 | $285K |
| Charter Oak Capital Management, LLC | 0.03% | Add +1.4% | 2,562 | $282K |
| Clark Asset Management, LLC | 0.05% | Reduce -1.4% | 2,514 | $277K |
| Quantinno Capital Management LP | 0.00% | Reduce -10.7% | 2,502 | $275K |
| XTX Topco Ltd | 0.02% | New | 2,497 | $275K |
| Prosperity Financial Group, Inc. | 0.14% | New | 2,484 | $274K |
| Wealthspire Advisors, LLC | 0.00% | Add +32.5% | 2,464 | $271K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -58.4% | 2,460 | $271K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | No change | 2,450 | $270K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 2,438 | $268K |
| Howard Bailey Securities, LLC | 0.10% | New | 2,435 | $268K |
| PBMares Wealth Management LLC | 0.05% | Add +21.6% | 2,419 | $266K |
| Crane Advisory, LLC | 0.05% | Reduce -0.0% | 2,416 | $266K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -3.6% | 2,377 | $262K |
| J.Safra Asset Management Corp | 0.02% | Add +190.2% | 2,336 | $257K |
| StrongBox Wealth, LLC | 0.11% | New | 2,303 | $254K |
| M&T Bank Corp | 0.00% | Reduce -0.9% | 2,300 | $253K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -4.6% | 2,286 | $252K |
| CENTRAL TRUST Co | 0.01% | No change | 2,275 | $251K |
| Merit Financial Group, LLC | 0.00% | Add +1.7% | 2,267 | $250K |
| Summit Wealth Partners, LLC | 0.05% | No change | 2,248 | $248K |
| Pacific Financial Group Inc. | 0.18% | Add +2.6% | 2,245 | $247K |
| BridgePort Financial Solutions, LLC | 0.11% | — | 2,234 | $247K |
| Private Client Services, LLC | 0.13% | New | 2,232 | $246K |
| Nwam LLC | 0.01% | Add +11.5% | 2,200 | $242K |
| PFG Investments, LLC | 0.01% | Reduce -4.7% | 2,191 | $241K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -38.3% | 2,166 | $238K |
| Kingdom Financial Group LLC. | 0.16% | New | 2,165 | $238K |
| Ames National Corp. | 0.16% | — | 2,161 | $238K |
| Moors & Cabot, Inc. | 0.01% | Reduce -5.2% | 2,159 | $238K |
| Strategic Financial Partners, Ltd. | 0.12% | Reduce -0.7% | 2,135 | $235K |
| Secure Asset Management, LLC | 0.04% | New | 2,101 | $231K |
| Wedmont Private Capital | 0.01% | No change | 2,088 | $230K |
| Slagle Financial, LLC | 0.10% | Add +13.7% | 2,086 | $230K |
| Carolinas Wealth Consulting LLC | 0.04% | Reduce -1.3% | 2,046 | $225K |
| Beckerman Institutional, LLC | 0.18% | Reduce -33.8% | 2,044 | $225K |
| TFC Financial Management, Inc. | 0.04% | Reduce -48.8% | 2,025 | $223K |
| Wealth Management Associates, Inc. | 0.09% | No change | 2,000 | $220K |
| Wittenberg Investment Management, Inc. | 0.09% | New | 2,000 | $220K |
| TAP Consulting, LLC | 0.04% | Reduce -12.4% | 1,999 | $220K |
| Howard Financial Services, LTD. | 0.03% | New | 1,971 | $217K |
| West Branch Capital LLC | 0.07% | Add +1.6% | 1,968 | $217K |
| Visionary Wealth Advisors | 0.01% | Add +0.8% | 1,927 | $212K |
| Quadrant Private Wealth Management, LLC | 0.05% | No change | 1,903 | $210K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 1,886 | $208K |
| WealthCare Investment Partners, LLC | 0.09% | Add +1.2% | 1,885 | $208K |
| Vise Technologies, Inc. | 0.02% | New | 1,859 | $205K |
| Lauterbach Financial Advisors, LLC | 0.12% | Add +1.6% | 1,855 | $204K |
| Smith Salley Wealth Management | 0.01% | No change | 1,840 | $203K |
| Family Firm, Inc. | 0.04% | New | 1,832 | $202K |
| Aventura Private Wealth, LLC | 0.10% | — | 1,704 | $188K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 1,674 | $184K |
| Robinson Value Management, Ltd. | 0.12% | Reduce -97.8% | 1,585 | $175K |
| Investors Research Corp | 0.04% | Add +1.6% | 1,579 | $174K |
| GeoWealth Management, LLC | 0.01% | Add +5.1% | 1,543 | $170K |
| CIBC Private Wealth Group LLC | 0.00% | Add +40.3% | 1,533 | $169K |
| HM Payson & Co. | 0.00% | New | 1,527 | $168K |
| Values First Advisors, Inc. | 0.09% | Add +294.2% | 1,490 | $164K |
| Semmax Financial Advisors Inc. | 0.04% | Add +1.0% | 1,375 | $152K |
| Front Row Advisors LLC | 0.05% | No change | 1,331 | $147K |
| Van Hulzen Asset Management, LLC | 0.01% | New | 1,234 | $136K |
| AllSquare Wealth Management LLC | 0.07% | Reduce -0.9% | 1,183 | $130K |
| Avior Wealth Management, LLC | 0.00% | Reduce -16.1% | 1,133 | $125K |
| Harbour Investments, Inc. | 0.00% | Add +44.0% | 1,106 | $122K |
| Quest 10 Wealth Builders, Inc. | 0.10% | — | 948 | $104K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -0.7% | 887 | $98K |
| Kestra Investment Management, LLC | 0.00% | New | 879 | $97K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $93K |
| Continuum Advisory, LLC | 0.01% | Reduce -22.3% | 830 | $91K |
| Bristlecone Advisors, LLC | 0.01% | No change | 750 | $83K |
| LGT Financial Advisors LLC | 0.17% | Reduce -32.5% | 684 | $75K |
| Quadrant Capital Group LLC | 0.00% | No change | 653 | $72K |
| Friedenthal Financial | 0.04% | Reduce -49.2% | 643 | $71K |
| Clarity Asset Management, Inc. | 0.05% | Add +1.6% | 641 | $71K |
| Pacific Center for Financial Services | 0.02% | No change | 595 | $66K |
| C M Bidwell & Associates Ltd. | 0.04% | No change | 526 | $58K |
| Strategic Investment Solutions, Inc. | 0.02% | Add +249.7% | 521 | $57K |
| WASHINGTON TRUST Co | 0.00% | No change | 517 | $57K |
| Fifth Third Bancorp | 0.00% | No change | 516 | $57K |
| Sandy Spring Bank | 0.00% | Reduce -14.3% | 510 | $56K |
| BTG Pactual Asset Management US LLC | 0.01% | New | 496 | $55K |
| Hoese & Co LLP | 0.05% | No change | 480 | $53K |
| Synergy Asset Management, LLC | 0.00% | New | 462 | $51K |
| Glass Jacobson Investment Advisors llc | 0.02% | Add +0.4% | 456 | $50K |
| EPG Wealth Management LLC | 0.01% | No change | 454 | $50K |
| FIL Ltd | 0.00% | No change | 437 | $48K |
| MidAtlantic Capital Management, Inc. | 0.03% | No change | 433 | $48K |
| Rothschild Investment LLC | 0.00% | No change | 366 | $40K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 354 | $39K |
| Atlatl Advisers LLC | 0.02% | — | 325 | $36K |
| Tidemark, LLC | 0.01% | No change | 271 | $30K |
| WR Wealth Planners, LLC | 0.01% | No change | 267 | $29K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +11.3% | 266 | $29K |
| Phillips Financial Management, LLC | 0.00% | No change | 243 | $27K |
| Transce3nd, LLC | 0.01% | — | 238 | $26K |
| Menard Financial Group LLC | 0.01% | New | 223 | $25K |
| Kiker Wealth Management, LLC | 0.01% | — | 165 | $18K |
| Murphy & Mullick Capital Management Corp | 0.01% | — | 145 | $16K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 143 | $16K |
| Cardiff Park Advisors, LLC | 0.00% | Reduce -2.2% | 134 | $15K |
| Asset Management One Co., Ltd. | 0.00% | No change | 129 | $14K |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 122 | $13K |
| Synergy Investment Management, LLC | 0.01% | — | 116 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 113 | $12K |
| Key Financial Inc | 0.00% | No change | 108 | $12K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -29.9% | 101 | $11K |
| Ransom Advisory, Ltd | 0.01% | No change | 100 | $11K |
| Providence First Trust Co | 0.00% | New | 100 | $11K |
| Simplex Trading, LLC | 0.00% | New | 100 | $11K |
| Sound Income Strategies, LLC | 0.00% | Add +3.2% | 96 | $11K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 85 | $9K |
| Ancora Advisors LLC | 0.00% | No change | 75 | $8K |
| Colonial Trust Advisors | 0.00% | New | 70 | $8K |
| Pineridge Advisors LLC | 0.00% | Reduce -55.2% | 69 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | No change | 66 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | — | 64 | $7K |
| Fourth Dimension Wealth, LLC | 0.00% | — | 57 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 53 | $6K |
| Painted Porch Advisors LLC | 0.00% | Reduce -17.2% | 48 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 47 | $5K |
| SouthState Bank Corp | 0.00% | Reduce -34.4% | 42 | $5K |
| FLP Wealth Management, LLC | 0.01% | — | 39 | $4K |
| Ameriflex Group, Inc. | 0.00% | — | 35 | $4K |
| Park Square Financial Group, LLC | 0.00% | — | 35 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 35 | $4K |
| Centerpoint Advisors, LLC | 0.00% | No change | 23 | $3K |
| Holos Integrated Wealth LLC | 0.00% | — | 24 | $3K |
| Mattson Financial Services, LLC | 0.00% | New | 21 | $2K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | No change | 16 | $2K |
| Addison Advisors LLC | 0.00% | No change | 15 | $2K |
| Integrity Financial Corp | 0.00% | New | 14 | $2K |
| Blue Trust, Inc. | 0.00% | No change | 11 | $1K |
| Mather Group, Llc. | 0.00% | No change | 11 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 11 | $1K |
| New Millennium Group LLC | 0.00% | Add +10.0% | 11 | $1K |
| Breakwater Investment Management | 0.00% | No change | 10 | $1K |
| Caitlin John, LLC | 0.00% | Reduce -72.4% | 8 | $881 |
| PayPay Securities Corp | 0.01% | Add +50.0% | 3 | $330 |
| Richardson Financial Services Inc. | 0.00% | No change | 3 | $330 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $330 |
| Rakuten Securities, Inc. | 0.00% | Reduce -98.9% | 1 | $110 |
"% 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.