iShares 0-1 Year Treasury BoSHVETF
13F holders, Q1 2025 (March 31)723holders −1
82new positions
75sold out
3famous investors
$110.41avg. 13F price*
At the end of Q1 2025, 723 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 1 from Q4 2024. 82 opened new positions and 75 sold out. The largest holders were BlackRock, Inc. ($1.7B), Morgan Stanley ($575.3M) and Wells Fargo & Company ($424.0M). 3 famous investors held it, including Jim Simons / Peter Brown (0.2% of Renaissance Technologies's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management'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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $373.5M |
| Exits | 75 | $79.7M |
All 13F filers, Q4 2024 → Q1 2025: 15,754,836 shares bought and 10,785,825 shares sold, net +4,969,011 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 723 holders
| BlackRock, Inc. | 0.04% | Add +18.6% | 15,500,747 | $1.7B |
| Morgan Stanley | 0.04% | Add +0.9% | 5,208,081 | $575.3M |
| Wells Fargo & Company | 0.10% | Reduce -0.3% | 3,838,638 | $424.0M |
| Bank of America Corp. | 0.03% | Reduce -2.4% | 2,593,340 | $286.5M |
| LPL Financial LLC | 0.09% | Add +11.4% | 2,126,145 | $234.9M |
| JPMorgan Chase & Co. | 0.02% | Add +4.7% | 1,831,952 | $202.4M |
| Wealthfront Advisers LLC | 0.45% | Add +108.4% | 1,534,178 | $169.5M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.69% | Add +19.0% | 1,518,005 | $168.1M |
| Wealth Enhancement Advisory Services, LLC | 0.32% | Add +25.2% | 1,517,183 | $167.6M |
| FMR LLC | 0.01% | Reduce -71.6% | 1,481,305 | $163.6M |
| Raymond James Financial Inc. | 0.06% | Add +26.1% | 1,416,054 | $156.4M |
| Marks Wealth, LLC | 57.18% | New | 1,410,201 | $155.8M |
| UBS Group AG | 0.03% | Reduce -2.8% | 1,266,215 | $139.9M |
| Betterment LLC | 0.29% | Reduce -14.2% | 1,118,795 | $123.6M |
| Renaissance Technologies | 0.17% | Add +24.2% | 1,040,800 | $115.0M |
| Truist Financial Corp. | 0.18% | Add +41.9% | 1,014,955 | $112.1M |
| Royal Bank of Canada | 0.02% | Reduce -1.1% | 1,005,848 | $111.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -8.2% | 993,179 | $109.7M |
| Hansen & Associates Financial Group, Inc. | 57.86% | Add +48.9% | 978,200 | $107.9M |
| Ausdal Financial Partners, Inc. | 7.88% | Add +813.6% | 946,779 | $104.6M |
| Wealthspire Retirement, LLC | 7.51% | Reduce -28.0% | 857,426 | $94.7M |
| Oakworth Capital, Inc. | 6.29% | Add +1523.5% | 817,751 | $90.3M |
| Ameriprise Financial Inc. | 0.02% | Add +5.3% | 777,566 | $85.9M |
| Cetera Investment Advisers | 0.16% | Add +7.6% | 755,976 | $83.5M |
| Trust Co | 9.33% | Add +93.2% | 711,174 | $78.6M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Reduce -1.3% | 674,451 | $74.5M |
| True Link Financial Advisors, LLC | 5.21% | Add +14.7% | 632,153 | $69.8M |
| Assetmark, Inc. | 0.19% | Add +1031.3% | 621,766 | $68.7M |
| Guidance Capital, Inc. | 20.53% | Add +96.5% | 610,366 | $67.2M |
| Stifel Financial Corp. | 0.07% | Add +5.3% | 600,581 | $66.3M |
| Summit Financial, LLC | 1.82% | New | 586,507 | $64.8M |
| Townsend & Associates, Inc | 6.70% | Add +13.4% | 582,608 | $64.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -61.5% | 571,849 | $63.2M |
| Millennium Management | 0.06% | Add +42.9% | 565,089 | $62.4M |
| Cynosure Group, LLC | 8.52% | No change | 559,842 | $61.8M |
| Cerity Partners LLC | 0.12% | Add +11.1% | 534,087 | $59.0M |
| GM Advisory Group, LLC | 2.83% | Reduce -3.3% | 474,887 | $52.5M |
| Acorns Advisers, LLC | 0.47% | Add +6.1% | 446,762 | $49.3M |
| Commonwealth Equity Services, LLC | 0.07% | Add +55.6% | 421,013 | $46.5M |
| Jane Street Group, LLC | 0.08% | Reduce -15.1% | 410,942 | $45.4M |
| Foundations Investment Advisors, LLC | 0.84% | Reduce -1.1% | 410,852 | $45.4M |
| HSBC Holdings PLC | 0.03% | Add +124.2% | 407,767 | $45.0M |
| Townsquare Capital LLC | 0.48% | Add +6.7% | 407,132 | $45.0M |
| Bank of Nova Scotia | 0.10% | Add +8.2% | 398,078 | $44.0M |
| HighTower Advisors, LLC | 0.06% | Add +74.9% | 397,472 | $43.9M |
| Rockefeller Capital Management L.P. | 0.11% | Add +6.2% | 394,178 | $43.5M |
| Bulltick Wealth Management, LLC | 11.43% | Reduce -54.9% | 389,853 | $43.1M |
| Americana Partners, LLC | 1.60% | Add +54.9% | 373,845 | $41.3M |
| Client First Capital LLC | 20.18% | Add +17.5% | 356,518 | $39.4M |
| Estate Counselors, LLC | 3.99% | Add +3242.1% | 348,115 | $38.5M |
| Advisory Services Network, LLC | 0.70% | Reduce -1.1% | 331,297 | $36.6M |
| Family Manage LLC | 5.91% | Reduce -12.7% | 323,755 | $35.8M |
| MML Investors Services, LLC | 0.12% | Reduce -5.7% | 317,429 | $35.1M |
| Barings LLC | 0.85% | New | 301,611 | $33.3M |
| White Lighthouse Investment Management Inc. | 5.66% | Add +12.7% | 287,038 | $31.7M |
| LaSalle St. Investment Advisors, LLC | 7.46% | Reduce -22.5% | 286,625 | $31.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -7.2% | 274,618 | $30.3M |
| Oppenheimer & Co. Inc. | 0.46% | Add +8.5% | 272,883 | $30.1M |
| Northwest Quadrant Wealth Management, LLC | 6.66% | Reduce -15.0% | 257,073 | $28.4M |
| Osaic Holdings, Inc. | 0.06% | Add +13.5% | 253,564 | $28.0M |
| Steward Partners Investment Advisory, LLC | 0.25% | Add +48.0% | 251,422 | $27.8M |
| Crescent Grove Advisors, LLC | 2.88% | Add +204.6% | 250,177 | $27.6M |
| Fund Evaluation Group, LLC | 1.19% | Reduce -16.6% | 250,128 | $27.6M |
| Concord Wealth Partners | 4.51% | Reduce -5.3% | 248,486 | $27.4M |
| Concord Asset Management, LLC | 5.82% | Reduce -0.9% | 239,311 | $26.4M |
| O'shaughnessy Asset Management, LLC | 0.21% | Reduce -28.4% | 237,725 | $26.3M |
| Legacy Advisory Services, LLC | 21.98% | Add +982.7% | 235,605 | $26.0M |
| Janney Montgomery Scott LLC | 0.07% | Reduce -5.5% | 230,183 | $25.4M |
| Sierra Legacy Group | 22.81% | Add +16.3% | 226,356 | $25.0M |
| Allred Capital Management, LLC | 9.60% | Reduce -2.9% | 217,444 | $24.0M |
| Focus Partners Wealth | 0.06% | Add +2.3% | 205,469 | $22.7M |
| Able Wealth Management LLC | 13.44% | Add +0.9% | 205,206 | $22.7M |
| Mullooly Asset Management, Inc. | 10.23% | — | 204,064 | $22.5M |
| Sulzberger Capital Advisors, Inc. | 29.56% | Add +214.4% | 203,618 | $22.5M |
| Delta Investment Management, LLC | 4.18% | Reduce -6.2% | 187,605 | $20.7M |
| Simon Quick Advisors, LLC | 1.17% | Add +0.0% | 186,082 | $20.6M |
| Bull Oak Capital, LLC | 11.12% | Add +41.3% | 184,683 | $20.4M |
| Strategic Point Investment Advisors, LLC | 3.37% | Add +0.3% | 183,300 | $20.2M |
| Mascoma Wealth Management LLC | 5.02% | Add +1.2% | 182,375 | $20.1M |
| Old National Bancorp | 0.53% | Reduce -44.2% | 181,596 | $20.1M |
| Selway Asset Management | 8.24% | Add +4.5% | 180,770 | $20.0M |
| Lee Financial Co | 3.03% | Reduce -19.0% | 179,394 | $19.8M |
| IFP Advisors, Inc | 0.59% | Add +3.8% | 172,951 | $19.1M |
| Gunma Bank,Ltd. | 6.05% | No change | 170,000 | $18.8M |
| Prime Capital Investment Advisors, LLC | 0.22% | Add +4623.2% | 169,753 | $18.8M |
| Anchor Capital Advisors LLC | 0.55% | Reduce -78.6% | 166,161 | $18.4M |
| Seven Post Investment Office LP | 6.91% | Reduce -1.1% | 163,736 | $18.1M |
| Flow Traders U.S. LLC | 0.76% | Add +180.0% | 162,997 | $18.0M |
| M. Kulyk & Associates, LLC | 4.10% | Reduce -20.8% | 162,118 | $17.9M |
| Smithfield Trust Co | 0.87% | Reduce -2.8% | 157,571 | $17.4M |
| Farther Finance Advisors, LLC | 0.44% | Add +33.0% | 155,017 | $17.1M |
| Onyx Bridge Wealth Group LLC | 2.44% | Add +23.1% | 154,017 | $17.0M |
| Presidio Capital Management, LLC | 6.87% | Add +8.2% | 149,156 | $16.5M |
| GFS Advisors, LLC | 3.27% | Add +2.1% | 147,584 | $16.3M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -4.2% | 147,015 | $16.2M |
| Fairvoy Private Wealth, LLC | 4.36% | Add +22.2% | 143,671 | $15.9M |
| Comerica Bank | 0.06% | Reduce -20.1% | 138,231 | $15.3M |
| AMG National Trust Bank | 0.41% | Add +181.3% | 132,675 | $14.7M |
| Future You Wealth LLC | 9.14% | Add +6.9% | 129,205 | $14.3M |
| AdvisorNet Financial, Inc | 1.03% | Add +25.1% | 125,400 | $13.9M |
| Alterna Wealth Management, Inc. | 10.40% | Add +29.9% | 124,147 | $13.7M |
| Partners Capital Investment Group, LLP | 0.23% | Add +139.1% | 120,599 | $13.3M |
| Mayport, LLC | 3.56% | Reduce -0.7% | 116,821 | $12.9M |
| BNP Paribas Financial Markets | 0.01% | Reduce -31.6% | 116,188 | $12.8M |
| SG Americas Securities, LLC | 0.04% | Add +10.3% | 115,585 | $12.8M |
| Trajan Wealth LLC | 0.69% | Reduce -26.6% | 115,120 | $12.7M |
| One Day In July LLC | 1.26% | Reduce -1.0% | 114,325 | $12.6M |
| Winch Advisory Services, LLC | 3.33% | Add +0.6% | 113,908 | $12.6M |
| Banco Santander, S.A. | 0.14% | Reduce -55.6% | 112,841 | $12.5M |
| Creative Planning | 0.01% | Reduce -7.9% | 112,565 | $12.4M |
| Apex Wealth Management, LLC | 11.10% | Add +408.3% | 111,742 | $12.3M |
| Stableford Capital II LLC | 5.17% | Reduce -7.8% | 110,795 | $12.2M |
| Heck Capital Advisors, LLC | 1.37% | Add +62.5% | 109,904 | $12.1M |
| Capstone Wealth Management Group, LLC | 6.90% | Reduce -3.5% | 109,405 | $12.1M |
| Udine Wealth Management, Inc. | 7.96% | No change | 107,750 | $11.9M |
| Paragon Capital Management Inc. | 9.37% | Add +7.9% | 105,057 | $11.6M |
| Norris Financial Group, LLC | 5.39% | New | 104,575 | $11.6M |
| Sierra Capital LLC | 1.37% | Reduce -5.3% | 103,156 | $11.4M |
| Kwmg, LLC | 1.16% | Reduce -1.7% | 103,062 | $11.4M |
| Mariner, LLC | 0.02% | Add +15.7% | 100,335 | $11.1M |
| GatePass Capital, LLC | 8.39% | Add +37.5% | 100,185 | $11.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.20% | Add +19.2% | 97,709 | $10.8M |
| Farringdon Capital, Ltd. | 5.30% | Reduce -0.3% | 95,053 | $10.5M |
| Wedbush Securities Inc. | 0.38% | Add +51.7% | 93,928 | $10.4M |
| Paulson Wealth Management Inc. | 2.91% | Add +2.6% | 93,675 | $10.3M |
| NewEdge Advisors, LLC | 0.06% | Add +76.2% | 92,891 | $10.3M |
| Chicago Wealth Management, Inc. | 5.35% | New | 92,421 | $10.2M |
| Integrated Wealth Concepts LLC | 0.12% | Reduce -0.5% | 91,637 | $10.1M |
| Corient Private Wealth LP | 0.02% | Reduce -30.2% | 91,404 | $10.1M |
| Whalen Wealth Management Inc. | 6.72% | Reduce -65.3% | 91,201 | $10.1M |
| Mader & Shannon Wealth Management, Inc. | 5.72% | Reduce -38.0% | 90,701 | $10.0M |
| Alpha Zero LLC | 7.54% | Reduce -34.2% | 89,611 | $9.9M |
| Arete Wealth Advisors, LLC | 0.76% | Add +72.6% | 89,527 | $9.9M |
| Proficio Capital Partners LLC | 0.76% | Reduce -2.9% | 89,291 | $9.8M |
| MinichMacGregor Wealth Management, LLC | 2.15% | Add +13.3% | 87,009 | $9.6M |
| KFA Private Wealth Group, LLC | 3.35% | Add +2.5% | 86,587 | $9.6M |
| Kraft, Davis & Associates, LLC | 3.07% | New | 86,152 | $9.5M |
| Atria Wealth Solutions, Inc. | 0.11% | Add +1.4% | 85,968 | $9.5M |
| Blueprint Investment Partners LLC | 1.67% | Reduce -53.9% | 82,972 | $9.2M |
| Independent Financial Group, LLC | 0.31% | Add +18.0% | 81,770 | $9.0M |
| Cwm, LLC | 0.04% | Reduce -13.4% | 81,377 | $9.0M |
| Wealth Alliance, LLC | 1.08% | Add +253.4% | 80,853 | $8.9M |
| Meridian Wealth Management, LLC | 0.42% | Reduce -5.3% | 78,711 | $8.7M |
| Drive Wealth Management, LLC | 2.01% | Add +8.3% | 77,283 | $8.5M |
| Main Street Financial Solutions, LLC | 0.72% | Add +20.9% | 75,445 | $8.3M |
| Independent Solutions Wealth Management, LLC | 1.83% | Add +6.7% | 74,013 | $8.2M |
| Climber Capital SA | 6.33% | Add +6.0% | 102,815 | $8.0M |
| Arkfeld Wealth Strategies, L.L.C. | 3.43% | Reduce -3.4% | 71,863 | $7.9M |
| American Investment Services, Inc. | 1.39% | Add +72.6% | 71,507 | $7.9M |
| Private Advisor Group, LLC | 0.05% | Add +3.6% | 71,415 | $7.9M |
| Lowe Brockenbrough & Co. Inc. | 0.51% | Reduce -6.7% | 70,213 | $7.8M |
| Morris Financial Concepts, Inc. | 3.17% | Add +3.2% | 68,310 | $7.5M |
| Csenge Advisory Group | 0.41% | New | 65,773 | $7.3M |
| Blueprint Financial Advisors LLC | 3.83% | — | 63,955 | $7.1M |
| TD Private Client Wealth LLC | 0.19% | Reduce -23.0% | 62,832 | $6.9M |
| Adaptive Financial Consulting, LLC | 2.97% | Add +0.1% | 62,690 | $6.9M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -3.5% | 62,408 | $6.9M |
| AXS Investments LLC | 1.90% | Add +18.2% | 62,188 | $6.9M |
| RIA Advisory Group LLC | 2.21% | Add +509.8% | 61,545 | $6.8M |
| Capital Wealth Alliance, LLC | 4.01% | Reduce -3.4% | 60,788 | $6.7M |
| Tucker Asset Management LLC | 2.13% | Reduce -23.2% | 59,648 | $6.6M |
| US Bancorp \de | 0.01% | Reduce -3.9% | 58,598 | $6.5M |
| Parallel Advisors, LLC | 0.15% | Add +1.0% | 58,078 | $6.4M |
| DAVENPORT & Co LLC | 0.04% | Add +1.1% | 57,639 | $6.4M |
| Mutual Advisors, LLC | 0.18% | Add +6.4% | 57,500 | $6.3M |
| Alexander Labrunerie & Co., Inc. | 2.74% | Reduce -0.3% | 56,559 | $6.2M |
| U.S. Capital Wealth Advisors, LLC | 0.18% | Add +11.1% | 54,494 | $6.0M |
| Ridgewood Investments LLC | 2.81% | Reduce -17.3% | 54,484 | $6.0M |
| Financial Management Network Inc. | 1.35% | Reduce -7.4% | 54,391 | $6.0M |
| B. Riley Wealth Advisors, Inc. | 0.18% | Reduce -17.4% | 54,041 | $6.0M |
| VanWeelden Wealth Management, LLC | 5.30% | Add +19.3% | 53,983 | $6.0M |
| Calamos Wealth Management LLC | 0.30% | Reduce -17.0% | 53,640 | $5.9M |
| Rock Creek Group LLC | 0.69% | Add +100.0% | 53,006 | $5.9M |
| United Bank | 0.74% | Reduce -5.2% | 52,335 | $5.8M |
| Elevation Capital Advisory, LLC | 2.48% | New | 51,496 | $5.7M |
| Clear Creek Financial Management, LLC | 0.58% | Add +15.1% | 50,758 | $5.6M |
| Old Mission Capital LLC | 0.11% | New | 49,322 | $5.4M |
| Ritholtz Wealth Management | 0.16% | Add +0.7% | 49,108 | $5.4M |
| MAI Capital Management | 0.04% | Add +33.4% | 49,003 | $5.4M |
| Midwest Professional Planners, LTD. | 1.66% | Add +90.0% | 48,389 | $5.3M |
| Tidal Investments LLC | 0.05% | New | 48,270 | $5.3M |
| Vident Advisory, LLC | 0.08% | Add +18.7% | 47,823 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +13.9% | 47,339 | $5.2M |
| Bank of Montreal | 0.00% | Reduce -33.9% | 47,064 | $5.2M |
| Citigroup Inc. | 0.00% | Reduce -23.2% | 46,653 | $5.2M |
| Scotia Capital Inc. | 0.03% | Add +11.6% | 46,219 | $5.1M |
| CoreCap Advisors, LLC | 0.22% | Reduce -9.8% | 45,763 | $5.1M |
| Jones Financial Companies LLLP | 0.00% | Add +123.4% | 44,845 | $5.0M |
| Net Worth Advisory Group | 1.54% | Reduce -19.6% | 44,374 | $4.9M |
| Weaver Consulting Group | 1.47% | Reduce -0.1% | 44,182 | $4.9M |
| James Investment Research, Inc. | 0.61% | Reduce -0.3% | 43,189 | $4.8M |
| Institute for Wealth Management, LLC. | 0.61% | Add +14.9% | 43,188 | $4.8M |
| Atria Investments, Inc | 0.06% | Reduce -19.3% | 43,083 | $4.8M |
| Hixon Zuercher, LLC | 1.67% | Add +7.1% | 42,975 | $4.7M |
| Cibc World Market Inc. | 0.01% | Add +582.6% | 42,353 | $4.7M |
| Advisory Research Inc. | 0.82% | Reduce -19.2% | 42,103 | $4.7M |
| EFG Asset Management (Americas) Corp. | 0.93% | Add +23.5% | 41,738 | $4.6M |
| IronBridge Private Wealth, LLC | 1.81% | New | 41,527 | $4.6M |
| Spire Wealth Management | 0.14% | Add +12.3% | 40,276 | $4.4M |
| Keystone Financial Group, Inc. | 3.10% | Reduce -10.1% | 39,987 | $4.4M |
| Gould Asset Management LLC | 0.91% | Add +2.6% | 39,746 | $4.4M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -23.2% | 39,315 | $4.3M |
| Sanctuary Advisors, LLC | 0.03% | Add +1.3% | 39,275 | $4.3M |
| Strategic Blueprint, LLC | 0.24% | Add +1377.6% | 39,097 | $4.3M |
| Luminist Capital LLC | 4.65% | Add +37.6% | 39,125 | $4.3M |
| Avalon Capital Management | 1.25% | Add +46.0% | 38,870 | $4.3M |
| Camarda Financial Advisors, LLC | 1.92% | Add +0.6% | 38,472 | $4.2M |
| CreativeOne Wealth, LLC | 0.13% | Reduce -8.3% | 38,340 | $4.2M |
| Surience Private Wealth LLC | 7.19% | New | 37,322 | $4.1M |
| Fullcircle Wealth LLC | 1.70% | New | 37,325 | $4.1M |
| Rossby Financial, LCC | 1.78% | New | 37,304 | $4.1M |
| Investment Management Associates Inc. | 1.68% | Add +151.9% | 37,255 | $4.1M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.68% | Reduce -10.1% | 36,979 | $4.1M |
| New York Life Investment Management LLC | 0.04% | Add +39.6% | 36,842 | $4.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +3.9% | 36,265 | $4.0M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +3.9% | 36,265 | $4.0M |
| Obsidian Cio, LLC | 0.63% | Add +0.1% | 35,327 | $3.9M |
| Patton Fund Management, Inc. | 0.94% | Reduce -1.0% | 35,050 | $3.9M |
| Alexis Investment Partners, LLC | 1.85% | Reduce -3.0% | 34,980 | $3.9M |
| Investment House LLC | 0.22% | Add +2.4% | 34,812 | $3.8M |
| Insigneo Advisory Services, LLC | 0.40% | Reduce -3.8% | 34,786 | $3.8M |
| Baring Financial LLC | 3.23% | Add +53.9% | 34,780 | $3.8M |
| Gould Capital, LLC | 2.68% | Reduce -5.3% | 34,719 | $3.8M |
| Banque Pictet & Cie SA | 0.04% | Add +19.5% | 34,598 | $3.8M |
| Pacifica Partners Inc. | 1.73% | Add +14.8% | 34,509 | $3.8M |
| Ironwood Investment Management LLC | 2.06% | Add +7.8% | 34,178 | $3.8M |
| Exchange Traded Concepts, LLC | 0.07% | New | 34,173 | $3.8M |
| Keybank National Association | 0.02% | Reduce -9.2% | 34,029 | $3.8M |
| Cary Street Partners Financial LLC | 0.12% | Add +6.6% | 34,014 | $3.8M |
| Arrien Investments, Inc. | 2.68% | Add +24.9% | 33,892 | $3.7M |
| CVA Family Office, LLC | 0.57% | Add +33.1% | 33,607 | $3.7M |
| GWN Securities Inc. | 0.21% | Add +71.3% | 33,530 | $3.7M |
| Mgo One Seven LLC | 0.14% | Add +1.3% | 33,435 | $3.7M |
| SBI Securities Co., Ltd. | 0.12% | Reduce -19.3% | 33,350 | $3.7M |
| San Luis Wealth Advisors LLC | 0.82% | Add +45.5% | 32,999 | $3.6M |
| Bfsg, LLC | 0.44% | Add +24.1% | 32,930 | $3.6M |
| Virtue Capital Management, LLC | 0.42% | Add +69.9% | 32,697 | $3.6M |
| Principia Wealth Advisory, LLC | 3.43% | Add +22.6% | 32,308 | $3.6M |
| Clearstead Advisors, LLC | 0.05% | Reduce -41.6% | 30,664 | $3.4M |
| Composition Wealth, LLC | 0.07% | Add +52.4% | 29,930 | $3.3M |
| Shepherd Kaplan Krochuk, LLC | 2.82% | Reduce -62.0% | 29,807 | $3.3M |
| Balentine LLC | 0.14% | No change | 29,666 | $3.3M |
| Fiduciary Alliance LLC | 0.32% | Reduce -1.6% | 29,530 | $3.3M |
| Premier Path Wealth Partners, LLC | 0.50% | Add +7.3% | 29,311 | $3.2M |
| StoneX Group Inc. | 0.18% | Add +166.7% | 28,982 | $3.2M |
| Advisor Resource Council | 0.26% | New | 28,702 | $3.2M |
| Aegis Wealth Management LLC | 1.85% | New | 28,460 | $3.1M |
| Good Life Advisors, LLC | 0.22% | Add +8.8% | 27,997 | $3.1M |
| Strategy Asset Managers LLC | 0.64% | Add +31.4% | 27,890 | $3.1M |
| Milestone Asset Management, LLC | 0.65% | Add +0.8% | 27,568 | $3.0M |
| Eight 31 Financial, LLC | 1.93% | Reduce -92.3% | 27,259 | $3.0M |
| Two Sigma Securities, LLC | 0.46% | Add +0.4% | 26,960 | $3.0M |
| KDK Private Wealth Management, LLC | 3.35% | Reduce -1.6% | 26,701 | $2.9M |
| Capital Advisors, Ltd. LLC | 0.38% | Reduce -3.4% | 26,404 | $2.9M |
| Waverly Advisors, LLC | 0.04% | New | 25,968 | $2.9M |
| Copperwynd Financial, LLC | 0.78% | New | 25,737 | $2.8M |
| Wooster Corthell Wealth Management, Inc. | 0.58% | Add +62.2% | 25,636 | $2.8M |
| Allworth Financial LP | 0.02% | Add +2.6% | 25,392 | $2.8M |
| Trilogy Capital Inc. | 0.14% | Add +284.5% | 25,017 | $2.8M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -5.4% | 24,922 | $2.8M |
| Grant/GrossMendelsohn, LLC | 1.53% | New | 24,895 | $2.7M |
| Oak Family Advisors, LLC | 1.13% | Reduce -8.1% | 24,622 | $2.7M |
| Core Wealth Partners LLC | 1.58% | Add +8.3% | 24,561 | $2.7M |
| Principal Securities, Inc. | 0.06% | Add +0.0% | 24,549 | $2.7M |
| Axxcess Wealth Management, LLC | 0.07% | Reduce -0.1% | 24,110 | $2.7M |
| IMA Advisory Services, Inc. | 0.32% | Add +42.8% | 24,025 | $2.7M |
| Tru Independence Asset Management 2, LLC | 1.97% | Reduce -59.5% | 23,800 | $2.6M |
| HFG Advisors, Inc. | 2.23% | Add +94.1% | 23,622 | $2.6M |
| Ascent Group, LLC | 0.11% | Add +37.8% | 23,444 | $2.6M |
| First Horizon Advisors, Inc. | 0.07% | Reduce -12.6% | 23,351 | $2.6M |
| HB Wealth Management, LLC | 0.02% | New | 23,308 | $2.6M |
| Ethos Financial Group, LLC | 0.25% | No change | 23,382 | $2.6M |
| First Heartland Consultants, Inc. | 0.26% | New | 23,009 | $2.5M |
| Heartland Bank & Trust Co | 1.29% | Reduce -46.6% | 22,818 | $2.5M |
| J.W. Cole Advisors, Inc. | 0.08% | Add +33.3% | 22,733 | $2.5M |
| Impact Partnership Wealth, LLC | 0.53% | Add +52.8% | 22,615 | $2.5M |
| LFA - Lugano Financial Advisors SA | 1.69% | Reduce -30.5% | 22,442 | $2.5M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -15.1% | 22,400 | $2.5M |
| FLC Capital Advisors | 0.55% | Add +7.5% | 22,254 | $2.5M |
| AE Wealth Management LLC | 0.02% | Reduce -55.0% | 22,197 | $2.5M |
| Astor Investment Management LLC | 1.28% | Reduce -6.6% | 21,783 | $2.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -22.2% | 21,703 | $2.4M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -8.3% | 21,624 | $2.4M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -3.8% | 21,325 | $2.4M |
| Kelleher Financial Advisors | 0.94% | New | 21,247 | $2.3M |
| Great Valley Advisor Group, Inc. | 0.05% | Reduce -18.1% | 21,237 | $2.3M |
| Marino, Stram & Associates LLC | 0.52% | Reduce -14.2% | 21,142 | $2.3M |
| Forum Financial Management, LP | 0.04% | Reduce -32.4% | 21,068 | $2.3M |
| Ameritas Advisory Services, LLC | 0.09% | Add +29.5% | 21,018 | $2.3M |
| Eagle Rock Investment Company, LLC | 0.40% | No change | 21,005 | $2.3M |
| Birchcreek Wealth Management, LLC | 1.46% | Reduce -5.0% | 20,965 | $2.3M |
| Pinnacle Financial Partners Inc | 0.05% | Reduce -23.8% | 20,907 | $2.3M |
| Argent Advisors, Inc. | 0.76% | Add +7.4% | 20,481 | $2.3M |
| Optivise Advisory Services LLC | 1.27% | Reduce -0.6% | 20,424 | $2.3M |
| Shepherd Financial Partners LLC | 0.26% | Reduce -10.0% | 20,381 | $2.3M |
| Wick Capital Partners, LLC | 0.67% | Add +11.7% | 20,198 | $2.2M |
| TD Waterhouse Canada Inc. | 0.02% | Add +153.7% | 20,264 | $2.2M |
| Fermata Advisors, LLC | 0.39% | Reduce -15.4% | 19,736 | $2.2M |
| Aspiriant, LLC | 0.08% | Add +2.3% | 19,723 | $2.2M |
| Compound Planning, Inc. | 0.10% | Add +3.2% | 19,215 | $2.1M |
| Advisory Alpha, LLC | 0.07% | Add +11.4% | 19,206 | $2.1M |
| Abacus Planning Group, Inc. | 0.37% | Reduce -0.7% | 19,114 | $2.1M |
| Transcendent Capital Group LLC | 1.17% | Reduce -3.1% | 18,885 | $2.1M |
| Swmg, LLC | 0.81% | New | 18,398 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.28% | No change | 18,190 | $2.0M |
| Beacon Bank & Trust | 0.48% | Add +21.5% | 17,982 | $2.0M |
| Atticus Wealth Management, LLC | 0.65% | Reduce -13.1% | 17,963 | $2.0M |
| Blair William & Co. | 0.01% | Add +103.3% | 17,798 | $2.0M |
| MMBG Investment Advisors Co. | 0.22% | Reduce -5.6% | 17,725 | $2.0M |
| SOL Capital Management CO | 0.22% | Reduce -65.9% | 17,670 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -6.3% | 17,578 | $1.9M |
| ARS Wealth Advisors Group, LLC | 0.27% | Reduce -0.3% | 17,496 | $1.9M |
| Greenspring Advisors, LLC | 0.45% | Add +9.5% | 17,355 | $1.9M |
| Turning Point Benefit Group, Inc. | 1.75% | Add +62.5% | 16,946 | $1.9M |
| Foundry Financial Group, Inc. | 1.14% | Reduce -2.5% | 16,763 | $1.9M |
| Fonville Wealth Management LLC | 0.54% | Add +112.9% | 16,604 | $1.8M |
| Stratos Wealth Advisors, LLC | 0.10% | Add +4.4% | 16,562 | $1.8M |
| Tempus Wealth Planning, LLC | 0.54% | Add +133.6% | 16,408 | $1.8M |
| Brown Advisory Inc. | 0.00% | Reduce -20.3% | 16,313 | $1.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -42.0% | 16,305 | $1.8M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Reduce -23.9% | 16,068 | $1.8M |
| J. W. Coons Advisors, LLC | 0.47% | Add +1.4% | 15,970 | $1.8M |
| GenWealth Group, Inc. | 0.39% | Add +52.7% | 15,891 | $1.8M |
| IPG Investment Advisors LLC | 0.40% | Add +6.5% | 15,815 | $1.7M |
| Lincoln Capital Corp. | 0.73% | Reduce -1.0% | 15,781 | $1.7M |
| Financial Management Professionals, Inc. | 0.22% | Add +83.1% | 15,471 | $1.7M |
| Flagship Private Wealth, LLC | 0.81% | Reduce -57.4% | 15,430 | $1.7M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -97.1% | 15,299 | $1.7M |
| RFG Advisory, LLC | 0.05% | Reduce -84.3% | 15,267 | $1.7M |
| Natixis Advisors, LLC | 0.00% | Reduce -72.5% | 15,156 | $1.7M |
| GTS Securities LLC | 0.07% | Reduce -83.5% | 15,066 | $1.7M |
| Ehrlich Financial Group | 1.20% | Reduce -19.6% | 14,922 | $1.6M |
| Realta Investment Advisors | 0.74% | Reduce -5.3% | 14,710 | $1.6M |
| Kings Path Partners LLC | 0.79% | Add +7.5% | 14,535 | $1.6M |
| Cunning Capital Partners, LP | 0.99% | Add +24.4% | 14,000 | $1.5M |
| Astra Wealth Partners LLC | 1.47% | Add +7.1% | 13,981 | $1.5M |
| Edgemoor Investment Advisors, Inc. | 0.14% | Reduce -4.8% | 13,610 | $1.5M |
| Engineers Gate Manager LP | 0.03% | Add +260.4% | 13,610 | $1.5M |
| LM Advisors LLC | 0.27% | Add +0.5% | 13,572 | $1.5M |
| Bison Wealth, LLC | 0.14% | New | 13,464 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +38.7% | 13,348 | $1.5M |
| WealthTrak Capital Management LLC | 1.24% | Reduce -1.3% | 12,993 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -10.5% | 12,980 | $1.4M |
| Destination Wealth Management | 0.05% | Add +18.0% | 12,974 | $1.4M |
| Frontier Asset Management, LLC | 0.41% | Reduce -60.4% | 12,934 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.1% | 12,756 | $1.4M |
| Western Financial Corp | 0.82% | Reduce -7.3% | 12,736 | $1.4M |
| Dynamic Advisor Solutions LLC | 0.05% | Reduce -77.3% | 12,735 | $1.4M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -23.6% | 12,646 | $1.4M |
| Sovran Advisors, LLC | 0.18% | Add +151.8% | 12,626 | $1.4M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -0.6% | 12,099 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.78% | No change | 12,078 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.04% | New | 12,012 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +10.3% | 22,308 | $1.3M |
| 49 Wealth Management, LLC | 0.16% | Reduce -19.5% | 11,850 | $1.3M |
| Boston Family Office LLC | 0.09% | Add +36.3% | 11,825 | $1.3M |
| Hilltop Holdings Inc. | 0.08% | Add +66.8% | 11,643 | $1.3M |
| Park Avenue Securities LLC | 0.02% | Add +36.7% | 11,530 | $1.3M |
| Pathway Financial Advisors LLC | 0.23% | Reduce -7.0% | 11,481 | $1.3M |
| Darden Wealth Group Inc | 0.98% | Reduce -0.9% | 11,366 | $1.3M |
| Arkadios Wealth Advisors | 0.05% | Add +105.6% | 11,100 | $1.2M |
| Flputnam Investment Management Co. | 0.02% | No change | 11,056 | $1.2M |
| Crews Bank & Trust | 0.21% | Reduce -7.6% | 11,033 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Reduce -33.6% | 11,025 | $1.2M |
| Eagle Global Advisors LLC | 0.05% | Reduce -40.7% | 10,869 | $1.2M |
| Pure Portfolios Holdings LLC | 0.44% | Add +6.9% | 10,749 | $1.2M |
| Perennial Advisors, LLC | 0.23% | New | 10,652 | $1.2M |
| &partners | 0.01% | Reduce -14.8% | 10,651 | $1.2M |
| Trustmark Bank Trust Department | 0.09% | Add +3.7% | 10,557 | $1.2M |
| Headlands Technologies LLC | 0.13% | Add +299.0% | 10,521 | $1.2M |
| Brookstone Capital Management | 0.02% | Reduce -3.1% | 10,489 | $1.2M |
| Empirical Finance, LLC | 0.07% | No change | 10,465 | $1.2M |
| First Citizens Bank & Trust Co. | 0.03% | New | 10,368 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -4.3% | 10,308 | $1.1M |
| Arax Advisory Partners | 0.07% | Reduce -14.7% | 10,233 | $1.1M |
| Keebeck Wealth Management | 0.17% | Reduce -6.9% | 10,214 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.03% | Reduce -7.4% | 10,162 | $1.1M |
| WJ Wealth Management, LLC | 0.39% | Add +25.3% | 10,038 | $1.1M |
| Ifrah Financial Services, Inc. | 0.31% | Add +4.4% | 9,871 | $1.1M |
| Callan Family Office, LLC | 0.08% | Reduce -25.6% | 9,841 | $1.1M |
| Arkos Global Advisors | 0.16% | Reduce -3.5% | 9,766 | $1.1M |
| SouthState Bank Corp | 0.05% | Add +23047.6% | 9,722 | $1.1M |
| Leibman Financial Services, Inc. | 0.83% | No change | 9,655 | $1.1M |
| Whittier Trust Co. | 0.01% | No change | 9,544 | $1.1M |
| Benedict Financial Advisors Inc. | 0.24% | Add +62.5% | 9,472 | $1.0M |
| Greenleaf Trust | 0.01% | No change | 9,471 | $1.0M |
| Private Advisory Group LLC | 0.12% | Reduce -83.0% | 9,446 | $1.0M |
| Napatree Capital LLC | 0.58% | Add +21.9% | 9,364 | $1.0M |
| Heritage Wealth Partners, LLC | 1.57% | Reduce -1.4% | 9,342 | $1.0M |
| Rosenberg Matthew Hamilton | 0.26% | Add +0.2% | 9,309 | $1.0M |
| Leelyn Smith, LLC | 0.18% | Add +104.3% | 9,308 | $1.0M |
| Capital Asset Advisory Services LLC | 0.05% | Add +5.5% | 9,278 | $1.0M |
| Regal Investment Advisors LLC | 0.08% | Reduce -15.3% | 9,054 | $1.0M |
| Fortis Group Advisors, LLC | 0.19% | Reduce -31.6% | 8,956 | $989K |
| Courage Miller Partners, LLC | 0.33% | Add +1.1% | 8,923 | $986K |
| Woodley Farra Manion Portfolio Management Inc. | 0.05% | Add +199.1% | 8,858 | $978K |
| Legacy Wealth Managment, LLC | 0.71% | Reduce -18.6% | 8,827 | $975K |
| Forza Wealth Management, LLC | 0.44% | No change | 8,802 | $972K |
| IFG Advisory, LLC | 0.05% | Add +2.5% | 8,794 | $971K |
| Westfuller Advisors, LLC | 0.65% | New | 8,755 | $967K |
| Root Financial Partners, LLC | 0.10% | Reduce -10.8% | 8,738 | $965K |
| Authentikos Wealth Advisory, LLC | 0.74% | Add +143.5% | 8,617 | $952K |
| Plum Street Advisors, LLC | 0.46% | Reduce -28.0% | 8,612 | $951K |
| Sandy Cove Advisors, LLC | 0.37% | Add +24.1% | 8,380 | $926K |
| Atwood & Palmer Inc. | 0.06% | Reduce -5.7% | 8,316 | $919K |
| Central Bank & Trust Co. | 0.15% | Add +17.6% | 8,284 | $915K |
| 1834 Investment Advisors Co. | 0.12% | Reduce -10.1% | 8,263 | $913K |
| Burford Brothers, Inc. | 0.44% | New | 8,252 | $912K |
| D.A. Davidson & Co. | 0.01% | Reduce -84.4% | 8,217 | $908K |
| Global View Capital Management LLC | 0.33% | Reduce -12.3% | 8,186 | $904K |
| Sweeney & Michel, LLC | 0.40% | — | 8,203 | $904K |
| Core Wealth Advisors, Inc. | 0.29% | Add +3.5% | 8,146 | $900K |
| Cidel Asset Management Inc. | 0.06% | New | 7,955 | $879K |
| Watts Gwilliam & Co., LLC | 0.19% | Add +133.0% | 7,931 | $876K |
| Fortis Advisors, LLC | 0.57% | Add +0.7% | 7,908 | $873K |
| Regatta Capital Group, LLC | 0.17% | Add +136.4% | 7,848 | $867K |
| Acute Investment Advisory, LLC | 4.35% | New | 7,831 | $865K |
| Balefire, LLC | 0.29% | Add +65.3% | 7,757 | $857K |
| KWB Wealth | 0.10% | Reduce -9.1% | 7,757 | $854K |
| North Star Investment Management Corp. | 0.06% | Add +157.7% | 7,679 | $848K |
| Noble Wealth Management PBC | 0.57% | Reduce -29.3% | 7,608 | $840K |
| Silver Oak Securities, Incorporated | 0.08% | Add +7.8% | 7,573 | $836K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.3% | 7,560 | $835K |
| One Capital Management, LLC | 0.03% | Add +1.4% | 7,463 | $824K |
| Dominguez Wealth Management Solutions, Inc. | 0.60% | Reduce -0.7% | 7,440 | $822K |
| Lowery Thomas, LLC | 0.56% | Add +165.8% | 7,387 | $816K |
| Finley Financial, LLC | 0.45% | Reduce -24.1% | 7,385 | $816K |
| Spartan Planning & Wealth Management | 0.79% | Reduce -78.1% | 7,371 | $814K |
| Insight Wealth Partners, LLC | 0.49% | New | 7,354 | $812K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -6.2% | 7,183 | $793K |
| Flagstar Securities, Inc. | 0.20% | Reduce -2.9% | 7,156 | $791K |
| Jacobi Capital Management LLC | 0.06% | Reduce -2.7% | 7,073 | $781K |
| Roble, Belko & Company, Inc | 0.12% | Reduce -0.8% | 7,033 | $777K |
| Investment Partners Asset Management, Inc. | 0.61% | Reduce -4.3% | 7,015 | $775K |
| Schrum Private Wealth Management LLC | 0.68% | Add +18.9% | 6,999 | $773K |
| Beverly Hills Private Wealth, LLC | 0.15% | Reduce -18.6% | 6,999 | $773K |
| Archer Investment Corp | 0.20% | Reduce -12.1% | 6,990 | $772K |
| Compass Ion Advisors, LLC | 0.09% | Add +13.7% | 6,983 | $771K |
| Tortoise Investment Management, LLC | 0.08% | Reduce -9.5% | 6,895 | $762K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -10.2% | 6,841 | $756K |
| Formidable Asset Management, LLC | 0.13% | Add +61.9% | 6,815 | $753K |
| Salomon & Ludwin, LLC | 0.08% | Reduce -22.6% | 6,806 | $752K |
| Sovereign Financial Group, Inc. | 0.17% | Add +0.7% | 6,793 | $750K |
| Forte Asset Management LLC | 0.38% | No change | 6,750 | $746K |
| Virtus Family Office LLC | 0.95% | Reduce -86.1% | 6,727 | $743K |
| Sigma Planning Corp | 0.02% | Add +1.0% | 6,711 | $741K |
| Aries Wealth Management | 0.20% | Add +0.2% | 6,674 | $737K |
| Armstrong Advisory Group, Inc. | 0.06% | No change | 6,611 | $728K |
| Gryphon Financial Partners LLC | 0.11% | Reduce -1.7% | 6,540 | $722K |
| Severin Investments, LLC | 0.72% | Add +9.1% | 6,513 | $719K |
| Advisor OS, LLC | 0.08% | Add +7.1% | 6,297 | $696K |
| Roberts Financial Services LLC | 0.13% | Add +2.8% | 6,266 | $692K |
| ORG Partners LLC | 0.18% | Reduce -7.7% | 6,287 | $692K |
| Karpus Management, Inc. | 0.02% | Reduce -56.9% | 6,250 | $690K |
| Montecito Bank & Trust | 0.12% | No change | 6,210 | $686K |
| Black Diamond Financial, LLC | 0.10% | Add +10.8% | 6,130 | $677K |
| PNC Financial Services Group, Inc. | 0.00% | Add +31.1% | 6,068 | $670K |
| Innova Wealth Partners | 0.41% | Reduce -15.9% | 6,001 | $663K |
| RDA Financial Network | 0.20% | Reduce -0.6% | 6,000 | $663K |
| Pinkerton Wealth, LLC | 0.08% | New | 5,924 | $654K |
| Lake Hills Wealth Management, LLC | 0.45% | Reduce -3.5% | 5,874 | $649K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -2.5% | 5,869 | $648K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +23.8% | 5,766 | $637K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -4.7% | 5,741 | $634K |
| TruWealth Advisors, LLC | 0.04% | Reduce -32.1% | 5,740 | $634K |
| Signal Advisors Wealth, LLC | 0.06% | Reduce -24.6% | 5,729 | $633K |
| Aventura Private Wealth, LLC | 0.33% | Add +233.2% | 5,678 | $627K |
| Fiduciary Financial Group, LLC | 0.14% | Add +29.3% | 5,660 | $624K |
| Blalock Williams, LLC | 0.70% | Reduce -0.1% | 5,628 | $622K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.2% | 5,616 | $620K |
| Foster Group, Inc. | 0.02% | Add +8.1% | 5,612 | $620K |
| Ceeto Capital Group, LLC | 0.23% | No change | 5,500 | $608K |
| Archford Capital Strategies, LLC | 0.09% | Reduce -93.8% | 5,484 | $606K |
| Aft, Forsyth & Company, Inc. | 0.32% | New | 5,445 | $601K |
| Centaurus Financial, Inc. | 0.04% | Reduce -27.9% | 5,440 | $601K |
| Maripau Wealth Management LLC | 0.34% | Reduce -22.9% | 5,402 | $597K |
| Leo Wealth, LLC | 0.09% | Reduce -2.2% | 5,389 | $595K |
| Hudson Portfolio Management LLC | 0.57% | Reduce -7.0% | 5,350 | $591K |
| MGB Wealth Management, LLC | 0.21% | Reduce -1.1% | 5,312 | $587K |
| Hanover Advisors Inc. | 0.25% | No change | 5,262 | $581K |
| High Note Wealth, LLC | 0.14% | Reduce -6.1% | 5,230 | $578K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +3.2% | 5,202 | $575K |
| First Wilshire Securities Management Inc. | 0.16% | Add +0.7% | 5,160 | $570K |
| Pecaut & Co. | 0.19% | Reduce -4.4% | 5,156 | $570K |
| Sicart Associates LLC | 0.20% | No change | 5,150 | $569K |
| Richard W. Paul & Associates, LLC | 0.22% | Reduce -7.4% | 5,131 | $567K |
| Ascentis Independent Advisors | 0.11% | Reduce -6.9% | 5,095 | $563K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 5,000 | $552K |
| JFS Wealth Advisors, LLC | 0.04% | No change | 4,967 | $549K |
| Madison Asset Management, LLC | 0.01% | Add +51.9% | 4,939 | $546K |
| World Investment Advisors | 0.01% | Reduce -55.6% | 4,910 | $542K |
| Freestone Capital Holdings, LLC | 0.02% | Add +43.3% | 4,903 | $542K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -63.5% | 4,872 | $538K |
| Integrated Advisors Network LLC | 0.03% | Reduce -2.7% | 4,871 | $538K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -0.3% | 4,837 | $534K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.01% | New | 4,818 | $532K |
| Western Wealth Management, LLC | 0.03% | Add +27.8% | 4,732 | $523K |
| Belpointe Asset Management LLC | 0.03% | New | 4,712 | $520K |
| Fortitude Advisory Group L.L.C. | 0.37% | Add +10.1% | 4,697 | $518K |
| Private Trust Co. NA | 0.05% | Add +14.7% | 4,673 | $516K |
| Wealthcare Capital Management LLC | 0.05% | No change | 4,646 | $513K |
| Wealthspire Advisors, LLC | 0.00% | Add +87.8% | 4,627 | $511K |
| Jessup Wealth Management, Inc | 0.21% | Add +37.4% | 4,546 | $502K |
| Retirement Capital Strategies | 0.20% | No change | 4,537 | $501K |
| McDonald Partners LLC | 0.13% | No change | 4,526 | $500K |
| Ted Buchan & Co | 0.23% | No change | 4,463 | $493K |
| Baker Ellis Asset Management LLC | 0.07% | Reduce -52.9% | 4,450 | $492K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | New | 4,444 | $491K |
| Columbus Macro, LLC | 0.06% | Add +2.9% | 4,376 | $483K |
| TCP Asset Management, LLC | 0.11% | Reduce -1.1% | 4,365 | $482K |
| NorthCoast Asset Management LLC | 0.00% | Add +3.5% | 4,348 | $480K |
| Castle Rock Wealth Management, LLC | 0.13% | Add +0.2% | 4,320 | $476K |
| Valmark Advisers, Inc. | 0.01% | Add +0.7% | 4,272 | $472K |
| Heritage Oak Wealth Advisors LLC | 0.21% | Reduce -30.6% | 4,239 | $468K |
| Romano Brothers and Company | 0.06% | Add +10.3% | 4,228 | $467K |
| JTC Employer Solutions Trustee Ltd | 0.04% | Reduce -24.2% | 4,233 | $467K |
| Raelipskie Partnership | 0.24% | No change | 4,200 | $464K |
| Triumph Capital Management | 0.15% | Add +47.4% | 4,198 | $464K |
| MFA Wealth Services | 0.38% | Reduce -76.4% | 4,189 | $463K |
| Voya Financial Advisors, Inc. | 0.05% | Add +52.8% | 4,174 | $461K |
| Brighton Jones LLC | 0.01% | Reduce -19.7% | 4,174 | $461K |
| Avory & Company, LLC | 0.30% | New | 4,142 | $458K |
| Consilium Wealth Advisory, LLC | 0.23% | Add +16.0% | 4,068 | $449K |
| Mission Wealth Management, LP | 0.01% | Add +6.5% | 4,010 | $443K |
| Lido Advisors, LLC | 0.00% | Add +23.9% | 3,978 | $439K |
| J. Safra Sarasin Holding AG | 0.01% | Reduce -86.6% | 3,956 | $437K |
| Diversified Trust Co. | 0.01% | Reduce -2.5% | 3,893 | $430K |
| North Capital, Inc. | 0.41% | — | 3,891 | $430K |
| Vernal Point Advisors, LLC | 0.28% | No change | 3,867 | $427K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -9.9% | 3,828 | $423K |
| Wittenberg Investment Management, Inc. | 0.19% | Add +90.0% | 3,800 | $420K |
| Savant Capital, LLC | 0.00% | Reduce -47.9% | 3,792 | $419K |
| Physician Wealth Solutions Inc. | 0.21% | Reduce -3.6% | 3,753 | $415K |
| TT Capital Management LLC | 0.35% | Reduce -3.1% | 3,729 | $412K |
| SYM FINANCIAL Corp | 0.05% | Add +3.0% | 3,728 | $412K |
| Centennial Wealth Advisory LLC | 0.15% | Reduce -9.7% | 3,642 | $402K |
| Investment Partners, LTD. | 0.17% | No change | 3,627 | $401K |
| Encompass More Asset Management | 0.12% | New | 3,620 | $400K |
| Patriot Investment Management Group, Inc. | 0.03% | Reduce -12.0% | 3,608 | $399K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -4.4% | 3,595 | $397K |
| Crabel Capital Management, LLC | 0.43% | New | 3,570 | $394K |
| Intergy Private Wealth, LLC | 0.15% | Add +3.6% | 3,466 | $383K |
| Argent Trust Co | 0.02% | No change | 3,459 | $382K |
| Stanley-Laman Group, Ltd. | 0.06% | Add +9.1% | 3,459 | $382K |
| Freedom Investment Management, Inc. | 0.03% | New | 3,441 | $380K |
| Compass Capital Corp. /Ma/ | 0.20% | No change | 3,443 | $380K |
| Diversify Advisory Services, LLC | 0.02% | Add +21.1% | 3,419 | $378K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -15.3% | 3,408 | $376K |
| Probity Advisors, Inc. | 0.07% | Reduce -58.1% | 3,381 | $373K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.3% | 3,359 | $371K |
| Keel Point, LLC | 0.03% | Reduce -56.4% | 3,299 | $364K |
| Hemington Wealth Management | 0.06% | No change | 3,291 | $363K |
| LTG Capital LLC | 0.33% | No change | 3,258 | $360K |
| Level Four Advisory Services, LLC | 0.01% | Add +8.5% | 3,230 | $357K |
| Quattro Financial Advisors LLC | 0.12% | No change | 3,200 | $354K |
| M&T Bank Corp | 0.00% | Add +37.0% | 3,150 | $348K |
| Strategic Financial Partners, Ltd. | 0.18% | Add +45.2% | 3,100 | $342K |
| VestGen Investment Management | 0.26% | New | 3,069 | $339K |
| Signaturefd, LLC | 0.01% | Add +0.4% | 3,065 | $339K |
| Integrity Alliance, Llc. | 0.01% | New | 3,063 | $338K |
| Summa Corp. | 0.19% | New | 3,000 | $331K |
| Mattern Capital Management, LLC | 0.04% | New | 2,972 | $328K |
| Financial Architects, LLC | 0.21% | Reduce -0.3% | 2,945 | $325K |
| Gotham Asset Management | 0.00% | No change | 2,908 | $321K |
| Aprio Wealth Management, LLC | 0.04% | Add +8.0% | 2,907 | $321K |
| Global Assets Advisory, LLC | 0.06% | New | 2,910 | $321K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +3.1% | 2,888 | $319K |
| PFG Advisors | 0.02% | Add +1.0% | 2,867 | $317K |
| Caprock Group, LLC | 0.01% | New | 2,854 | $315K |
| National Bank of Canada | 0.00% | Reduce -63.3% | 2,826 | $312K |
| Accredited Investors Inc. | 0.02% | Add +1.4% | 2,812 | $311K |
| Hutchens & Kramer Investment Management Group, LLC | 0.17% | New | 2,787 | $308K |
| Sugar Maple Asset Management, LLC | 0.24% | No change | 2,742 | $303K |
| Allen Capital Group, LLC | 0.03% | Reduce -40.5% | 2,732 | $302K |
| Vestcor Inc | 0.01% | Add +5.4% | 2,725 | $301K |
| TCFG Wealth Management, LLC | 0.15% | No change | 2,700 | $298K |
| Captrust Financial Advisors | 0.00% | Reduce -25.4% | 2,689 | $297K |
| Algorithmic Investment Models, LLC | 0.22% | New | 2,663 | $294K |
| RMR Wealth Builders | 0.03% | Reduce -8.3% | 2,636 | $291K |
| TFB Advisors LLC | 0.08% | New | 2,539 | $280K |
| Prostatis Group LLC | 0.09% | New | 2,524 | $279K |
| Clark Asset Management, LLC | 0.05% | Add +0.2% | 2,519 | $278K |
| Maridea Wealth Management LLC | 0.09% | Reduce -29.9% | 2,512 | $277K |
| Quantinno Capital Management LP | 0.00% | No change | 2,502 | $276K |
| Sagespring Wealth Partners, LLC | 0.01% | New | 2,497 | $276K |
| PBMares Wealth Management LLC | 0.05% | Add +2.3% | 2,475 | $273K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -3.7% | 2,468 | $273K |
| Thrivent Financial for Lutherans | 0.00% | No change | 2,460 | $271K |
| Vermillion & White Wealth Management Group, LLC | 0.20% | No change | 2,450 | $271K |
| Nwam LLC | 0.02% | Add +10.8% | 2,438 | $269K |
| Howard Financial Services, LTD. | 0.04% | Add +23.5% | 2,435 | $269K |
| CENTRAL TRUST Co | 0.01% | Add +7.0% | 2,434 | $269K |
| Private Client Services, LLC | 0.13% | Add +6.1% | 2,369 | $262K |
| Almanack Investment Partners, LLC. | 0.05% | Reduce -3.7% | 2,347 | $259K |
| Silver Oak Wealth Advisors Services, LLC | 0.23% | Reduce -46.9% | 2,336 | $258K |
| Buffington Mohr McNeal | 0.05% | Reduce -34.1% | 2,323 | $257K |
| A&I Financial Services, LLC | 0.17% | Reduce -13.2% | 2,290 | $253K |
| Summit Wealth Partners, LLC | 0.05% | No change | 2,248 | $248K |
| Intrua Financial, LLC | 0.04% | New | 2,220 | $245K |
| StrongBox Wealth, LLC | 0.10% | Reduce -3.7% | 2,218 | $245K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +79.4% | 2,214 | $245K |
| American Institute for Advanced Investment Management, LLP | 0.18% | New | 2,175 | $240K |
| Moors & Cabot, Inc. | 0.01% | Add +0.3% | 2,166 | $239K |
| Calton & Associates, Inc. | 0.05% | New | 2,152 | $238K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -6.0% | 2,150 | $237K |
| Northern Trust Corp. | 0.00% | New | 2,130 | $235K |
| Integrated Capital Management, LLC | 0.13% | New | 2,127 | $235K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -2.0% | 2,123 | $235K |
| PFG Investments, LLC | 0.01% | Reduce -3.8% | 2,107 | $233K |
| J.Safra Asset Management Corp | 0.02% | Reduce -10.0% | 2,103 | $232K |
| Beckerman Institutional, LLC | 0.17% | Add +2.7% | 2,099 | $232K |
| Wedmont Private Capital | 0.01% | No change | 2,088 | $230K |
| Carolinas Wealth Consulting LLC | 0.05% | Add +0.7% | 2,060 | $228K |
| TFC Financial Management, Inc. | 0.03% | Add +0.7% | 2,039 | $225K |
| Wealth Management Associates, Inc. | 0.09% | No change | 2,000 | $221K |
| West Branch Capital LLC | 0.07% | Add +0.7% | 1,982 | $219K |
| Dividend Assets Capital, LLC | 0.04% | New | 1,957 | $216K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +2.4% | 1,931 | $213K |
| Smith, Moore & Co. | 0.02% | Reduce -52.1% | 1,917 | $212K |
| Allianz SE | 0.01% | Reduce -31.7% | 1,915 | $212K |
| WealthCare Investment Partners, LLC | 0.09% | Add +1.1% | 1,905 | $210K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -20.1% | 1,900 | $210K |
| Secure Asset Management, LLC | 0.04% | Reduce -9.7% | 1,897 | $210K |
| Lauterbach Financial Advisors, LLC | 0.13% | Add +0.7% | 1,868 | $206K |
| Coppell Advisory Solutions LLC | 0.03% | Reduce -92.9% | 1,724 | $205K |
| Latitude Advisors, LLC | 0.12% | Reduce -89.1% | 1,849 | $204K |
| Family Firm, Inc. | 0.05% | Add +0.8% | 1,846 | $204K |
| Smith Salley Wealth Management | 0.01% | No change | 1,840 | $203K |
| GC Wealth Management RIA, LLC | 0.04% | New | 1,825 | $202K |
| New Capital Management LP | 0.06% | Reduce -93.8% | 1,815 | $200K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -18.9% | 1,813 | $200K |
| Beaird Harris Wealth Management, LLC | 0.02% | No change | 1,674 | $185K |
| Wealth Preservation Advisors, LLC | 0.13% | — | 1,643 | $181K |
| Robinson Value Management, Ltd. | 0.11% | No change | 1,585 | $175K |
| Investors Research Corp | 0.04% | Add +0.4% | 1,585 | $175K |
| Trust Co. of Vermont | 0.01% | New | 1,456 | $161K |
| Semmax Financial Advisors Inc. | 0.04% | Add +0.9% | 1,388 | $153K |
| Front Row Advisors LLC | 0.06% | No change | 1,331 | $147K |
| GeoWealth Management, LLC | 0.01% | Reduce -15.6% | 1,302 | $144K |
| AllSquare Wealth Management LLC | 0.08% | No change | 1,183 | $131K |
| Banque Cantonale Vaudoise | 0.01% | — | 1,072 | $118K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -33.9% | 1,014 | $112K |
| Geneos Wealth Management Inc. | 0.00% | Add +1.6% | 901 | $100K |
| Fifth Third Bancorp | 0.00% | Add +71.1% | 883 | $98K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $93K |
| Values First Advisors, Inc. | 0.05% | Reduce -46.2% | 802 | $89K |
| Zions Bancorporation, National Association | 0.01% | — | 793 | $88K |
| Laurel Wealth Advisors LLC | 0.01% | New | 775 | $86K |
| Quadrant Capital Group LLC | 0.00% | Add +11.3% | 727 | $80K |
| Bristlecone Advisors, LLC | 0.01% | Reduce -6.7% | 700 | $77K |
| Clarity Asset Management, Inc. | 0.05% | Add +0.8% | 646 | $71K |
| Wayfinding Financial, LLC | 0.03% | New | 648 | $71K |
| Friedenthal Financial | 0.04% | Reduce -3.1% | 623 | $69K |
| Stone House Investment Management, LLC | 0.01% | New | 616 | $68K |
| Pacific Center for Financial Services | 0.02% | No change | 595 | $66K |
| Sandy Spring Bank | 0.00% | Add +11.4% | 568 | $63K |
| Continuum Advisory, LLC | 0.01% | Reduce -32.2% | 563 | $62K |
| Kiker Wealth Management, LLC | 0.04% | Add +237.6% | 557 | $62K |
| C M Bidwell & Associates Ltd. | 0.04% | No change | 526 | $58K |
| Harbour Investments, Inc. | 0.00% | Reduce -52.5% | 525 | $58K |
| WASHINGTON TRUST Co | 0.00% | No change | 517 | $57K |
| Garrison Bradford & Associates Inc. | 0.06% | New | 500 | $55K |
| Hoese & Co LLP | 0.05% | No change | 480 | $53K |
| Glass Jacobson Investment Advisors llc | 0.02% | No change | 456 | $50K |
| EPG Wealth Management LLC | 0.01% | No change | 454 | $50K |
| FIL Ltd | 0.00% | Reduce -2.8% | 425 | $47K |
| Rothschild Investment LLC | 0.00% | No change | 366 | $40K |
| Innovative Advisory Group, LLC | 0.04% | New | 350 | $39K |
| Coldstream Capital Management Inc. | 0.00% | New | 324 | $36K |
| Tidemark, LLC | 0.01% | No change | 271 | $30K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +1.5% | 270 | $30K |
| Phillips Financial Management, LLC | 0.00% | No change | 243 | $27K |
| Cohalo Advisory LLC | 1.63% | New | 200 | $22K |
| Strategic Investment Solutions, Inc. | 0.00% | Reduce -70.8% | 152 | $17K |
| Transce3nd, LLC | 0.01% | Reduce -36.5% | 151 | $17K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 145 | $16K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 143 | $16K |
| Quest 10 Wealth Builders, Inc. | 0.02% | Reduce -85.8% | 135 | $15K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 135 | $15K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 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% | No change | 116 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 113 | $12K |
| Key Financial Inc | 0.00% | No change | 108 | $12K |
| Asset Dedication, LLC | 0.00% | New | 100 | $11K |
| Sound Income Strategies, LLC | 0.00% | Reduce -5.2% | 91 | $10K |
| Ancora Advisors LLC | 0.00% | No change | 75 | $8K |
| Financial Network Wealth Advisors LLC | 0.01% | New | 72 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | New | 70 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 70 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 66 | $7K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 64 | $7K |
| Private Wealth Asset Management, LLC | 0.00% | — | 63 | $7K |
| Dunhill Financial, LLC | 0.00% | New | 54 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 53 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -86.4% | 48 | $5K |
| Painted Porch Advisors LLC | 0.00% | No change | 48 | $5K |
| Franklin Resources Inc. | 0.00% | New | 46 | $5K |
| Cornerstone Planning Group LLC | 0.00% | New | 46 | $5K |
| NorthRock Partners, LLC | 0.00% | New | 39 | $4K |
| Russell Investments Group, Ltd. | 0.00% | New | 39 | $4K |
| Capital Analysts, LLC | 0.00% | New | 37 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 35 | $4K |
| Rakuten Securities, Inc. | 0.00% | Add +3400.0% | 35 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 35 | $4K |
| Integrity Financial Corp | 0.00% | Add +107.1% | 29 | $3K |
| Holos Integrated Wealth LLC | 0.00% | No change | 24 | $3K |
| Blue Trust, Inc. | 0.00% | Add +109.1% | 23 | $2K |
| Park Square Financial Group, LLC | 0.00% | Reduce -51.4% | 17 | $2K |
| HFM Investment Advisors, LLC | 0.00% | — | 17 | $2K |
| Greykasell Wealth Strategies, Inc. | 0.00% | New | 15 | $2K |
| Addison Advisors LLC | 0.00% | No change | 15 | $2K |
| Mather Group, Llc. | 0.00% | No change | 11 | $1K |
| New Millennium Group LLC | 0.00% | No change | 11 | $1K |
| Breakwater Investment Management | 0.00% | No change | 10 | $1K |
| Wolff Wiese Magana LLC | 0.00% | New | 3 | $332 |
| Richardson Financial Services Inc. | 0.00% | No change | 3 | $331 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $331 |
| PayPay Securities Corp | 0.02% | Reduce -33.3% | 2 | $283 |
| Larson Financial Group LLC | 0.00% | New | 2 | $221 |
| Pineridge Advisors LLC | 0.00% | Reduce -98.5% | 1 | $111 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -90.9% | 1 | $69 |
"% 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.