iShares 0-1 Year Treasury BoSHVETF
13F holders, Q2 2025 (June 30)715holders −8
60new positions
68sold out
3famous investors
$109.79avg. 13F price*
At the end of Q2 2025, 715 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 8 from Q1 2025. 60 opened new positions and 68 sold out. The largest holders were BlackRock, Inc. ($1.8B), Morgan Stanley ($646.3M) and Wells Fargo & Company ($504.8M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 60 | $181.7M |
| Exits | 68 | $213.3M |
All 13F filers, Q1 2025 → Q2 2025: 10,091,481 shares bought and 11,045,075 shares sold, net −953,594 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 715 holders
| BlackRock, Inc. | 0.03% | Add +4.5% | 16,205,811 | $1.8B |
| Morgan Stanley | 0.04% | Add +12.4% | 5,852,727 | $646.3M |
| Wells Fargo & Company | 0.11% | Add +19.1% | 4,571,376 | $504.8M |
| Bank of America Corp. | 0.03% | Add +22.3% | 3,172,414 | $350.3M |
| LPL Financial LLC | 0.08% | Add +1.3% | 2,153,540 | $237.8M |
| UBS Group AG | 0.04% | Add +52.9% | 1,935,717 | $213.7M |
| Wealthfront Advisers LLC | 0.51% | Add +16.2% | 1,782,762 | $196.9M |
| JPMorgan Chase & Co. | 0.01% | Reduce -8.8% | 1,671,245 | $184.5M |
| Raymond James Financial Inc. | 0.06% | Add +11.3% | 1,576,192 | $174.0M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.54% | Add +1.8% | 1,544,694 | $170.0M |
| Wealth Enhancement Advisory Services, LLC | 0.27% | Reduce -3.6% | 1,462,732 | $161.1M |
| Wealthspire Retirement, LLC | 9.09% | Add +45.3% | 1,245,522 | $137.5M |
| Envestnet Asset Management Inc. | 0.04% | Add +11.3% | 1,105,942 | $122.1M |
| Royal Bank of Canada | 0.02% | Add +0.2% | 1,007,841 | $111.3M |
| Mariner, LLC | 0.14% | Add +780.9% | 883,796 | $97.6M |
| Betterment LLC | 0.20% | Reduce -22.7% | 865,310 | $95.5M |
| Hansen & Associates Financial Group, Inc. | 50.72% | Reduce -13.5% | 846,220 | $93.4M |
| Truist Financial Corp. | 0.12% | Reduce -26.8% | 743,105 | $82.1M |
| Cetera Investment Advisers | 0.14% | Reduce -4.1% | 725,115 | $80.1M |
| Trust Co | 9.01% | Add +1.7% | 723,437 | $79.9M |
| Ausdal Financial Partners, Inc. | 5.24% | Reduce -24.8% | 711,846 | $78.6M |
| Oakworth Capital, Inc. | 4.83% | Reduce -17.0% | 679,028 | $75.0M |
| True Link Financial Advisors, LLC | 5.01% | Add +4.0% | 657,201 | $72.6M |
| Assetmark, Inc. | 0.17% | Add +4.6% | 650,493 | $71.8M |
| Stifel Financial Corp. | 0.07% | Add +5.0% | 630,394 | $69.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +8.5% | 620,211 | $68.5M |
| Townsend & Associates, Inc | 6.48% | Add +1.7% | 592,402 | $65.4M |
| Ameriprise Financial Inc. | 0.02% | Reduce -24.2% | 589,454 | $65.1M |
| Cynosure Group, LLC | 7.00% | No change | 559,842 | $61.8M |
| Cerity Partners LLC | 0.11% | Add +0.0% | 534,256 | $59.0M |
| Marks Wealth, LLC | 17.22% | Reduce -65.9% | 480,919 | $53.1M |
| Foundations Investment Advisors, LLC | 0.81% | Add +12.7% | 462,863 | $51.1M |
| Acorns Advisers, LLC | 0.43% | Add +0.6% | 449,639 | $49.6M |
| Rockefeller Capital Management L.P. | 0.11% | Add +8.0% | 425,884 | $48.9M |
| Commonwealth Equity Services, LLC | 0.06% | Reduce -0.1% | 420,770 | $46.5M |
| Bank of Nova Scotia | 0.09% | Reduce -4.2% | 381,309 | $42.1M |
| Client First Capital LLC | 19.23% | Add +4.0% | 370,916 | $41.0M |
| Bulltick Wealth Management, LLC | 9.53% | Reduce -10.3% | 349,894 | $38.6M |
| MML Investors Services, LLC | 0.11% | Add +8.7% | 344,915 | $38.1M |
| Family Manage LLC | 5.69% | Add +4.8% | 339,450 | $37.5M |
| Americana Partners, LLC | 1.27% | Reduce -10.8% | 333,276 | $36.8M |
| HSBC Holdings PLC | 0.02% | Reduce -19.7% | 327,572 | $36.2M |
| Osaic Holdings, Inc. | 0.06% | Add +27.4% | 323,101 | $35.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +16.8% | 320,642 | $35.4M |
| Global Retirement Partners, LLC | 0.86% | — | 315,119 | $34.8M |
| Banco Santander, S.A. | 0.32% | Add +173.9% | 309,079 | $34.1M |
| Guidance Capital, Inc. | 9.33% | Reduce -51.3% | 297,098 | $32.7M |
| Summit Financial, LLC | 0.73% | Reduce -50.1% | 292,466 | $32.3M |
| Advisory Services Network, LLC | 0.52% | Reduce -12.5% | 289,879 | $32.0M |
| White Lighthouse Investment Management Inc. | 5.18% | Add +0.4% | 288,246 | $31.8M |
| LaSalle St. Investment Advisors, LLC | 8.72% | Add +0.4% | 287,846 | $31.8M |
| Quadrature Capital Ltd | 0.54% | New | 286,440 | $31.6M |
| Allred Capital Management, LLC | 11.70% | Add +30.3% | 283,342 | $31.3M |
| Jane Street Group, LLC | 0.05% | Reduce -32.5% | 277,471 | $30.6M |
| Oppenheimer & Co. Inc. | 0.40% | Reduce -0.0% | 272,764 | $30.1M |
| O'shaughnessy Asset Management, LLC | 0.20% | Add +10.1% | 261,634 | $28.9M |
| Concord Asset Management, LLC | 4.34% | Add +9.2% | 261,414 | $28.9M |
| Concord Wealth Partners | 4.21% | Add +5.2% | 261,414 | $28.9M |
| Sulzberger Capital Advisors, Inc. | 33.57% | Add +27.6% | 259,805 | $28.7M |
| Legacy Advisory Services, LLC | 22.72% | Add +10.1% | 259,486 | $28.7M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Reduce -61.5% | 259,435 | $28.6M |
| Fund Evaluation Group, LLC | 1.09% | Add +1.9% | 254,989 | $28.2M |
| Janney Montgomery Scott LLC | 0.07% | Add +6.2% | 244,507 | $27.0M |
| Northwest Quadrant Wealth Management, LLC | 6.01% | Reduce -5.0% | 244,079 | $27.0M |
| Modern Wealth Management, LLC | 0.64% | New | 236,188 | $26.1M |
| Focus Partners Wealth | 0.05% | Add +11.2% | 228,513 | $25.2M |
| Bull Oak Capital, LLC | 10.87% | Add +17.0% | 216,101 | $23.9M |
| Maseco LLP | 0.90% | — | 214,355 | $23.7M |
| Capstone Wealth Management Group, LLC | 22.57% | Add +94.7% | 213,053 | $23.5M |
| Able Wealth Management LLC | 11.78% | Add +3.1% | 211,628 | $23.4M |
| Sierra Legacy Group | 18.04% | Reduce -7.0% | 210,532 | $23.2M |
| GM Advisory Group, LLC | 1.11% | Reduce -57.3% | 202,611 | $22.4M |
| Penserra Capital Management LLC | 0.30% | New | 195,248 | $21.6M |
| Mullooly Asset Management, Inc. | 9.02% | Reduce -4.6% | 194,696 | $21.5M |
| Steward Partners Investment Advisory, LLC | 0.16% | Reduce -24.5% | 189,762 | $21.0M |
| Mascoma Wealth Management LLC | 4.80% | Add +2.6% | 187,136 | $20.7M |
| Strategic Point Investment Advisors, LLC | 3.18% | Add +1.8% | 186,551 | $20.6M |
| Simon Quick Advisors, LLC | 1.03% | Reduce -0.7% | 184,729 | $20.4M |
| Midwest Professional Planners, LTD. | 5.34% | Add +279.2% | 183,503 | $20.3M |
| Crescent Grove Advisors, LLC | 1.95% | Reduce -27.0% | 182,560 | $20.2M |
| Comerica Bank | 0.08% | Add +32.0% | 182,529 | $20.2M |
| Susquehanna International Group, LLP | 0.03% | New | 176,657 | $19.5M |
| SG Americas Securities, LLC | 0.09% | Add +52.0% | 175,683 | $19.4M |
| M. Kulyk & Associates, LLC | 4.16% | Add +7.0% | 173,441 | $19.2M |
| Lee Financial Co | 2.72% | Reduce -4.2% | 171,837 | $19.0M |
| Gunma Bank,Ltd. | 6.13% | No change | 170,000 | $18.8M |
| HighTower Advisors, LLC | 0.02% | Reduce -58.1% | 166,495 | $18.4M |
| Anchor Capital Advisors LLC | 0.53% | Reduce -1.7% | 163,392 | $18.0M |
| Onyx Bridge Wealth Group LLC | 2.35% | Add +4.7% | 161,273 | $17.8M |
| Flow Traders U.S. LLC | 0.64% | Reduce -3.7% | 156,982 | $17.3M |
| Farther Finance Advisors, LLC | 0.34% | Reduce -0.5% | 154,220 | $17.0M |
| Presidio Capital Management, LLC | 6.44% | Add +1.5% | 151,398 | $16.7M |
| BNP Paribas Financial Markets | 0.01% | Add +28.3% | 149,104 | $16.5M |
| GFS Advisors, LLC | 2.25% | Add +1.0% | 149,048 | $16.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +0.7% | 148,023 | $16.3M |
| RFG Advisory, LLC | 0.38% | Add +864.0% | 147,171 | $16.3M |
| Fairvoy Private Wealth, LLC | 3.98% | Add +0.9% | 145,036 | $16.0M |
| Smithfield Trust Co | 0.75% | Reduce -8.8% | 143,720 | $15.9M |
| Delta Investment Management, LLC | 3.01% | Reduce -24.4% | 141,778 | $15.7M |
| AdvisorNet Financial, Inc | 0.97% | Add +9.0% | 136,635 | $15.1M |
| Mainstay Capital Management LLC | 0.73% | New | 134,762 | $14.9M |
| Future You Wealth LLC | 8.05% | Add +3.9% | 134,271 | $14.8M |
| Strategic Wealth Partners, Ltd. | 1.15% | — | 132,755 | $14.7M |
| AMG National Trust Bank | 0.38% | Reduce -2.6% | 129,254 | $14.3M |
| NewEdge Advisors, LLC | 0.07% | Add +36.0% | 126,286 | $13.9M |
| Trajan Wealth LLC | 0.68% | Add +8.7% | 125,143 | $13.8M |
| Sumitomo Mitsui Financial Group, Inc. | 0.22% | Add +27.5% | 124,612 | $13.8M |
| Kestra Advisory Services, LLC | 0.06% | Add +91.6% | 119,585 | $13.2M |
| Banque Pictet & Cie SA | 0.13% | Add +239.1% | 117,303 | $13.0M |
| Silicon Valley Capital Partners | 1.32% | New | 114,889 | $12.7M |
| Winch Advisory Services, LLC | 3.01% | Reduce -2.0% | 111,680 | $12.3M |
| Old National Bancorp | 0.22% | Reduce -38.6% | 111,550 | $12.3M |
| Heck Capital Advisors, LLC | 1.05% | Add +0.8% | 110,725 | $12.2M |
| Mayport, LLC | 2.90% | Reduce -6.3% | 109,518 | $12.1M |
| One Day In July LLC | 1.09% | Reduce -4.4% | 109,259 | $12.1M |
| Kwmg, LLC | 1.12% | Add +5.2% | 108,429 | $12.0M |
| Udine Wealth Management, Inc. | 6.28% | No change | 107,750 | $11.9M |
| Alterna Wealth Management, Inc. | 9.49% | Reduce -13.5% | 107,362 | $11.9M |
| Paragon Capital Management Inc. | 8.79% | Reduce -0.6% | 104,404 | $11.5M |
| Whalen Wealth Management Inc. | 7.19% | Add +13.8% | 103,793 | $11.5M |
| Creative Planning | 0.01% | Reduce -10.2% | 101,056 | $11.2M |
| KFA Private Wealth Group, LLC | 3.35% | Add +13.0% | 97,839 | $10.8M |
| Prime Capital Investment Advisors, LLC | 0.14% | Reduce -43.0% | 96,741 | $10.7M |
| GatePass Capital, LLC | 7.11% | Reduce -4.2% | 95,935 | $10.6M |
| Alpha Zero LLC | 6.86% | Add +6.4% | 95,353 | $10.5M |
| Farringdon Capital, Ltd. | 3.53% | Add +0.0% | 95,088 | $10.5M |
| HRT Financial LP | 0.05% | New | 93,238 | $10.3M |
| Mader & Shannon Wealth Management, Inc. | 5.51% | Add +1.0% | 91,621 | $10.1M |
| Stableford Capital II LLC | 3.80% | Reduce -17.4% | 91,461 | $10.1M |
| Independent Financial Group, LLC | 0.28% | Add +10.7% | 90,542 | $10.0M |
| Private Advisor Group, LLC | 0.05% | Add +26.1% | 90,044 | $9.9M |
| Proficio Capital Partners LLC | 0.61% | Reduce -0.1% | 89,217 | $9.9M |
| GWN Securities Inc. | 1.81% | Add +163.7% | 88,422 | $9.8M |
| MinichMacGregor Wealth Management, LLC | 2.04% | Reduce -0.5% | 86,551 | $9.6M |
| Chicago Wealth Management, Inc. | 4.49% | Reduce -7.6% | 85,371 | $9.4M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -8.1% | 84,202 | $9.3M |
| Kraft, Davis & Associates, LLC | 2.55% | Reduce -2.4% | 84,089 | $9.3M |
| Meridian Wealth Management, LLC | 0.39% | Add +6.0% | 83,397 | $9.2M |
| Private Advisory Group LLC | 0.86% | Add +782.3% | 83,344 | $9.2M |
| Independent Solutions Wealth Management, LLC | 1.74% | Add +9.3% | 80,895 | $8.9M |
| Climber Capital SA | 5.65% | Reduce -2.5% | 100,295 | $8.8M |
| Wedbush Securities Inc. | 0.31% | Reduce -15.6% | 79,325 | $8.8M |
| Apex Wealth Management, LLC | 6.98% | Reduce -29.4% | 78,832 | $8.7M |
| GTS Securities LLC | 0.39% | Add +421.4% | 78,549 | $8.7M |
| Arete Wealth Advisors, LLC | 0.61% | Reduce -13.0% | 77,884 | $8.6M |
| Vident Advisory, LLC | 0.09% | Add +57.0% | 75,070 | $8.3M |
| Cwm, LLC | 0.03% | Reduce -8.6% | 74,351 | $8.2M |
| Morris Financial Concepts, Inc. | 3.17% | Add +5.8% | 72,264 | $8.0M |
| Drive Wealth Management, LLC | 1.75% | Reduce -6.6% | 72,195 | $8.0M |
| Norris Financial Group, LLC | 3.19% | Reduce -32.5% | 70,558 | $7.8M |
| Main Street Financial Solutions, LLC | 0.56% | Reduce -6.8% | 70,342 | $7.8M |
| Scotia Capital Inc. | 0.04% | Add +49.6% | 69,140 | $7.6M |
| Wealth Alliance, LLC | 0.84% | Reduce -15.3% | 68,506 | $7.6M |
| Oak Family Advisors, LLC | 2.72% | Add +176.4% | 68,059 | $7.5M |
| Adaptive Financial Consulting, LLC | 3.01% | Add +4.3% | 65,384 | $7.2M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +1562.3% | 63,631 | $7.0M |
| Capital Wealth Alliance, LLC | 3.75% | Add +4.0% | 63,205 | $7.0M |
| Estate Counselors, LLC | 0.68% | Reduce -82.1% | 62,465 | $6.9M |
| Citadel Advisors | 0.01% | New | 61,270 | $6.8M |
| Partners Capital Investment Group, LLP | 0.27% | Reduce -49.5% | 60,905 | $6.7M |
| Mutual Advisors, LLC | 0.16% | Add +3.5% | 59,518 | $6.6M |
| DAVENPORT & Co LLC | 0.04% | Add +1.6% | 58,533 | $6.5M |
| Vernal Point Advisors, LLC | 3.76% | Add +1409.0% | 58,352 | $6.4M |
| Tucker Asset Management LLC | 2.04% | Reduce -3.0% | 57,883 | $6.4M |
| TD Private Client Wealth LLC | 0.16% | Reduce -8.5% | 57,518 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +26.1% | 56,531 | $6.2M |
| Parallel Advisors, LLC | 0.12% | Reduce -4.7% | 55,355 | $6.1M |
| IronBridge Private Wealth, LLC | 2.11% | Add +32.2% | 54,894 | $6.1M |
| Institute for Wealth Management, LLC. | 0.67% | Add +26.7% | 54,712 | $6.0M |
| Alexander Labrunerie & Co., Inc. | 2.49% | Reduce -3.9% | 54,343 | $6.0M |
| RIA Advisory Group LLC | 1.72% | Reduce -14.0% | 52,942 | $5.8M |
| Calamos Wealth Management LLC | 0.25% | Reduce -1.7% | 52,711 | $5.8M |
| American Investment Services, Inc. | 1.49% | Reduce -26.3% | 52,688 | $5.8M |
| 1858 Wealth Management, LLC | 4.29% | New | 52,638 | $5.8M |
| United Bank | 0.69% | Add +0.4% | 52,542 | $5.8M |
| US Bancorp \de | 0.01% | Reduce -10.7% | 52,303 | $5.8M |
| Avalon Capital Management | 1.54% | Add +33.6% | 51,938 | $5.7M |
| Wooster Corthell Wealth Management, Inc. | 1.05% | Add +100.0% | 51,273 | $5.7M |
| Atria Investments, Inc | 0.07% | Add +16.1% | 50,013 | $5.5M |
| Financial Management Network Inc. | 0.98% | Reduce -8.9% | 49,537 | $5.5M |
| Sanctuary Advisors, LLC | 0.03% | Add +23.9% | 48,644 | $5.4M |
| Ridgewood Investments LLC | 2.32% | Reduce -10.8% | 48,573 | $5.4M |
| U.S. Capital Wealth Advisors, LLC | 0.15% | Reduce -12.2% | 47,828 | $5.3M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +31.4% | 47,634 | $5.3M |
| CoreCap Advisors, LLC | 0.20% | Reduce -1.4% | 45,112 | $5.0M |
| Astor Investment Management LLC | 2.65% | Add +104.0% | 44,431 | $4.9M |
| Strategic Blueprint, LLC | 0.24% | Add +13.4% | 44,344 | $4.9M |
| Clear Creek Financial Management, LLC | 0.46% | Reduce -13.0% | 44,169 | $4.9M |
| Citigroup Inc. | 0.00% | Reduce -5.8% | 43,958 | $4.9M |
| Bank of Montreal | 0.00% | Reduce -6.7% | 43,894 | $4.8M |
| Hixon Zuercher, LLC | 1.56% | Add +1.9% | 43,783 | $4.8M |
| MAI Capital Management | 0.03% | Reduce -10.8% | 43,733 | $4.8M |
| CVA Family Office, LLC | 0.67% | Add +28.6% | 43,201 | $4.8M |
| Ameritas Advisory Services, LLC | 0.24% | Add +102.4% | 42,536 | $4.7M |
| Spire Wealth Management | 0.17% | Add +5.4% | 42,458 | $4.7M |
| Bfsg, LLC | 0.52% | Add +28.6% | 42,360 | $4.7M |
| Advisory Research Inc. | 0.71% | No change | 42,103 | $4.6M |
| Luminist Capital LLC | 4.59% | Add +7.4% | 42,028 | $4.6M |
| Weaver Consulting Group | 1.28% | Reduce -5.5% | 41,765 | $4.6M |
| Lowe Brockenbrough & Co. Inc. | 0.26% | Reduce -41.3% | 41,250 | $4.6M |
| AE Wealth Management LLC | 0.03% | Add +85.1% | 41,095 | $4.5M |
| Gould Asset Management LLC | 0.88% | Add +2.3% | 40,641 | $4.5M |
| Sovran Advisors, LLC | 0.47% | Add +222.7% | 40,740 | $4.5M |
| Camarda Financial Advisors, LLC | 1.74% | Add +4.2% | 40,071 | $4.4M |
| Pacifica Partners Inc. | 1.79% | Add +16.0% | 40,042 | $4.4M |
| EFG Asset Management (Americas) Corp. | 0.81% | Reduce -4.2% | 39,968 | $4.4M |
| Mgo One Seven LLC | 0.14% | Add +19.3% | 39,870 | $4.4M |
| Keystone Financial Group, Inc. | 2.75% | Reduce -1.9% | 39,207 | $4.3M |
| Keybank National Association | 0.02% | Add +14.0% | 38,785 | $4.3M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +222.7% | 38,759 | $4.3M |
| Baring Financial LLC | 3.19% | Add +11.2% | 38,689 | $4.3M |
| Net Worth Advisory Group | 0.94% | Reduce -13.4% | 38,417 | $4.2M |
| Obsidian Cio, LLC | 0.61% | Add +8.0% | 38,140 | $4.2M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -3.8% | 37,819 | $4.2M |
| Ritholtz Wealth Management | 0.09% | Reduce -23.1% | 37,778 | $4.2M |
| San Luis Wealth Advisors LLC | 0.89% | Add +13.5% | 37,456 | $4.1M |
| SBI Securities Co., Ltd. | 0.12% | Add +12.1% | 37,372 | $4.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +137.3% | 36,304 | $4.0M |
| James Investment Research, Inc. | 0.47% | Reduce -16.3% | 36,139 | $4.0M |
| CreativeOne Wealth, LLC | 0.10% | Reduce -6.1% | 36,018 | $4.0M |
| Cary Street Partners Financial LLC | 0.11% | Add +5.7% | 35,963 | $4.0M |
| Ironwood Investment Management LLC | 1.91% | Add +4.2% | 35,622 | $3.9M |
| StoneX Group Inc. | 0.19% | Add +21.7% | 35,268 | $3.9M |
| D.A. Davidson & Co. | 0.03% | Add +325.4% | 34,957 | $3.9M |
| Hershey Financial Advisers, LLC | 3.45% | — | 34,913 | $3.9M |
| Investment House LLC | 0.19% | No change | 34,812 | $3.8M |
| Insigneo Advisory Services, LLC | 0.33% | Add +0.0% | 34,798 | $3.8M |
| Gould Capital, LLC | 2.55% | Reduce -0.4% | 34,590 | $3.8M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -27.0% | 34,544 | $3.8M |
| Patton Fund Management, Inc. | 0.81% | Reduce -4.9% | 33,327 | $3.7M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.31% | Reduce -11.4% | 32,750 | $3.6M |
| Clearstead Advisors, LLC | 0.05% | Add +1.6% | 31,152 | $3.4M |
| Atria Wealth Solutions, Inc. | 0.08% | Reduce -64.1% | 30,886 | $3.4M |
| Principia Wealth Advisory, LLC | 2.87% | Reduce -5.1% | 30,646 | $3.4M |
| Strategy Asset Managers LLC | 0.63% | Add +9.4% | 30,505 | $3.4M |
| Lido Advisors, LLC | 0.02% | Add +666.8% | 30,502 | $3.4M |
| Burling Wealth Partners, LLC | 0.62% | New | 30,207 | $3.3M |
| First Heartland Consultants, Inc. | 0.30% | Add +31.2% | 30,180 | $3.3M |
| Balentine LLC | 0.13% | No change | 29,666 | $3.3M |
| Premier Path Wealth Partners, LLC | 0.45% | Add +1.0% | 29,595 | $3.3M |
| Ascent Group, LLC | 0.13% | Add +25.4% | 29,388 | $3.2M |
| Fiduciary Alliance LLC | 0.24% | Reduce -1.6% | 29,046 | $3.2M |
| Shepherd Kaplan Krochuk, LLC | 2.77% | Reduce -3.1% | 28,885 | $3.2M |
| Bosman Wealth Management, LLC | 2.80% | New | 28,499 | $3.1M |
| Aegis Wealth Management LLC | 1.88% | No change | 28,460 | $3.1M |
| Milestone Asset Management, LLC | 0.66% | Add +2.5% | 28,255 | $3.1M |
| Good Life Advisors, LLC | 0.19% | Reduce -0.1% | 27,967 | $3.1M |
| Trilogy Capital Inc. | 0.15% | Add +11.2% | 27,816 | $3.1M |
| Eight 31 Financial, LLC | 2.03% | Add +2.0% | 27,797 | $3.1M |
| Kelleher Financial Advisors | 1.05% | Add +28.8% | 27,356 | $3.0M |
| HFG Advisors, Inc. | 2.39% | Add +15.4% | 27,271 | $3.0M |
| Copperwynd Financial, LLC | 0.75% | Add +5.9% | 27,267 | $3.0M |
| Tempus Wealth Planning, LLC | 0.75% | Add +65.8% | 27,200 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +24.6% | 27,045 | $3.0M |
| Sierra Capital LLC | 0.34% | Reduce -73.8% | 27,004 | $3.0M |
| Impact Partnership Wealth, LLC | 0.55% | Add +19.3% | 26,989 | $3.0M |
| Marino, Stram & Associates LLC | 0.59% | Add +24.5% | 26,313 | $2.9M |
| Mainsail Financial Group, LLC | 1.34% | New | 26,177 | $2.9M |
| KDK Private Wealth Management, LLC | 3.06% | Reduce -2.8% | 25,953 | $2.9M |
| First Horizon Advisors, Inc. | 0.07% | Add +10.1% | 25,719 | $2.8M |
| Pinnacle Financial Partners Inc | 0.06% | Add +21.8% | 25,473 | $2.8M |
| Walker Financial Services, Inc. | 1.27% | New | 25,238 | $2.8M |
| Coppell Advisory Solutions LLC | 0.33% | Add +1357.8% | 25,133 | $2.8M |
| Core Wealth Partners LLC | 1.40% | Add +1.9% | 25,034 | $2.8M |
| Axxcess Wealth Management, LLC | 0.07% | Add +3.4% | 24,924 | $2.8M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +9.1% | 24,791 | $2.7M |
| LFA - Lugano Financial Advisors SA | 1.62% | Add +10.9% | 24,893 | $2.7M |
| Tru Independence Asset Management 2, LLC | 1.86% | Add +3.2% | 24,568 | $2.7M |
| Allworth Financial LP | 0.01% | Reduce -4.3% | 24,311 | $2.7M |
| Alexis Investment Partners, LLC | 1.15% | Reduce -30.9% | 24,162 | $2.7M |
| Argent Advisors, Inc. | 0.83% | Add +17.9% | 24,141 | $2.7M |
| IFP Advisors, Inc | 0.08% | Reduce -86.0% | 24,130 | $2.7M |
| Composition Wealth, LLC | 0.04% | Reduce -20.4% | 23,830 | $2.6M |
| Great Valley Advisor Group, Inc. | 0.06% | Add +11.7% | 23,729 | $2.6M |
| Ethos Financial Group, LLC | 0.22% | Reduce -2.7% | 22,744 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Add +6.2% | 22,648 | $2.5M |
| Arrien Investments, Inc. | 1.57% | Reduce -33.5% | 22,556 | $2.5M |
| Wick Capital Partners, LLC | 0.63% | Add +72.4% | 34,821 | $2.4M |
| Millennium Management | 0.00% | Reduce -96.1% | 21,992 | $2.4M |
| Investment Management Associates Inc. | 0.81% | Reduce -41.3% | 21,872 | $2.4M |
| Forum Financial Management, LP | 0.04% | Add +3.2% | 21,738 | $2.4M |
| Eagle Rock Investment Company, LLC | 0.37% | No change | 21,005 | $2.3M |
| Optivise Advisory Services LLC | 1.17% | Add +1.6% | 20,759 | $2.3M |
| Principal Securities, Inc. | 0.04% | Reduce -17.2% | 20,319 | $2.2M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +25.8% | 20,218 | $2.2M |
| Central Bank & Trust Co. | 0.36% | Add +139.5% | 19,842 | $2.2M |
| Shepherd Financial Partners LLC | 0.23% | Reduce -3.1% | 19,742 | $2.2M |
| Fermata Advisors, LLC | 0.58% | Reduce -0.2% | 19,693 | $2.2M |
| Rossby Financial, LCC | 0.82% | Reduce -47.4% | 19,630 | $2.2M |
| HB Wealth Management, LLC | 0.02% | Reduce -16.6% | 19,437 | $2.1M |
| MMBG Investment Advisors Co. | 0.21% | Add +9.5% | 19,405 | $2.1M |
| Birchcreek Wealth Management, LLC | 1.21% | Reduce -7.6% | 19,379 | $2.1M |
| Foundry Financial Group, Inc. | 1.21% | Add +14.6% | 19,202 | $2.1M |
| Abacus Planning Group, Inc. | 0.31% | Add +0.0% | 19,116 | $2.1M |
| Aspiriant, LLC | 0.07% | Reduce -3.4% | 19,060 | $2.1M |
| National Bank of Canada | 0.00% | Add +572.4% | 19,001 | $2.1M |
| IPG Investment Advisors LLC | 0.41% | Add +19.5% | 18,895 | $2.1M |
| Aft, Forsyth & Company, Inc. | 1.06% | Add +244.4% | 18,754 | $2.1M |
| Beacon Bank & Trust | 0.47% | Add +3.9% | 18,682 | $2.1M |
| Burford Brothers, Inc. | 0.94% | Add +126.0% | 18,645 | $2.1M |
| Sweeney & Michel, LLC | 0.72% | Add +123.9% | 18,368 | $2.0M |
| Compound Planning, Inc. | 0.08% | Reduce -4.9% | 18,281 | $2.0M |
| Virtue Capital Management, LLC | 0.37% | Reduce -44.3% | 18,224 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.27% | No change | 18,190 | $2.0M |
| IMA Advisory Services, Inc. | 0.22% | Reduce -24.3% | 18,180 | $2.0M |
| Atticus Wealth Management, LLC | 0.54% | Add +0.3% | 18,016 | $2.0M |
| Keebeck Wealth Management | 0.26% | Add +76.3% | 18,010 | $2.0M |
| Blair William & Co. | 0.01% | Add +0.7% | 17,921 | $2.0M |
| Heartland Bank & Trust Co | 0.93% | Reduce -21.6% | 17,899 | $2.0M |
| Vise Technologies, Inc. | 0.08% | — | 17,782 | $2.0M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.2% | 17,608 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +59.3% | 17,558 | $1.9M |
| ARS Wealth Advisors Group, LLC | 0.22% | Reduce -0.3% | 17,447 | $1.9M |
| Authentikos Wealth Advisory, LLC | 1.34% | Add +102.1% | 17,418 | $1.9M |
| Realta Investment Advisors | 0.75% | Add +16.5% | 17,138 | $1.9M |
| Bell Bank | 0.09% | New | 17,098 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.23% | Reduce -35.3% | 17,078 | $1.9M |
| Financial Management Professionals, Inc. | 0.21% | Add +9.7% | 16,971 | $1.9M |
| SVB Wealth LLC | 0.10% | New | 16,817 | $1.9M |
| Bison Wealth, LLC | 0.15% | Add +24.8% | 16,796 | $1.9M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -25.9% | 16,592 | $1.8M |
| &partners | 0.01% | Add +53.4% | 16,335 | $1.8M |
| Turning Point Benefit Group, Inc. | 1.36% | Reduce -3.9% | 16,279 | $1.8M |
| Lincoln Capital Corp. | 0.69% | Add +2.5% | 16,169 | $1.8M |
| GenWealth Group, Inc. | 0.36% | Add +0.7% | 15,999 | $1.8M |
| Calton & Associates, Inc. | 0.30% | Add +640.1% | 15,927 | $1.8M |
| Flagship Private Wealth, LLC | 0.74% | Add +2.0% | 15,747 | $1.7M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.7% | 15,536 | $1.7M |
| Engineers Gate Manager LP | 0.02% | Add +13.4% | 15,440 | $1.7M |
| Balefire, LLC | 0.37% | Add +98.3% | 15,382 | $1.7M |
| J. W. Coons Advisors, LLC | 0.38% | Reduce -4.3% | 15,285 | $1.7M |
| Intellus Advisors LLC | 0.25% | New | 15,231 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.09% | Reduce -8.6% | 15,132 | $1.7M |
| Brown Advisory Inc. | 0.00% | Reduce -7.7% | 15,054 | $1.7M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -40.7% | 14,777 | $1.6M |
| Natixis Advisors, LLC | 0.00% | Reduce -3.1% | 14,681 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Add +8.3% | 14,451 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -84.8% | 13,926 | $1.5M |
| Advisory Alpha, LLC | 0.05% | Reduce -27.6% | 13,912 | $1.5M |
| FMR LLC | 0.00% | Reduce -99.1% | 13,898 | $1.5M |
| Park Avenue Securities LLC | 0.01% | Add +19.0% | 13,717 | $1.5M |
| Arkfeld Wealth Strategies, L.L.C. | 0.60% | Reduce -80.9% | 13,745 | $1.5M |
| AXS Investments LLC | 0.62% | Reduce -78.0% | 13,656 | $1.5M |
| LM Advisors LLC | 0.19% | No change | 13,572 | $1.5M |
| Pathstone Holdings, LLC | 0.01% | Add +78.1% | 13,467 | $1.5M |
| Private Trust Co. NA | 0.14% | Add +186.8% | 13,404 | $1.5M |
| Fonville Wealth Management LLC | 0.37% | Reduce -19.6% | 13,353 | $1.5M |
| Cibc World Market Inc. | 0.00% | Reduce -69.0% | 13,133 | $1.5M |
| Kings Path Partners LLC | 0.58% | Reduce -9.9% | 13,098 | $1.4M |
| Ehrlich Financial Group | 0.93% | Reduce -13.1% | 12,975 | $1.4M |
| Western Financial Corp | 0.76% | Add +0.3% | 12,776 | $1.4M |
| Frontier Asset Management, LLC | 0.38% | Reduce -1.7% | 12,718 | $1.4M |
| Arkadios Wealth Advisors | 0.04% | Add +13.4% | 12,584 | $1.4M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -0.6% | 12,577 | $1.4M |
| Destination Wealth Management | 0.04% | Reduce -3.2% | 12,554 | $1.4M |
| Astra Wealth Partners LLC | 1.11% | Reduce -10.6% | 12,493 | $1.4M |
| Hilltop Holdings Inc. | 0.09% | Add +6.1% | 12,350 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -3.8% | 12,267 | $1.4M |
| WJ Wealth Management, LLC | 0.43% | Add +21.5% | 12,198 | $1.3M |
| Compass Ion Advisors, LLC | 0.14% | Add +73.8% | 12,137 | $1.3M |
| Dynamic Advisor Solutions LLC | 0.04% | Reduce -5.1% | 12,089 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.73% | No change | 12,078 | $1.3M |
| WealthTrak Capital Management LLC | 1.11% | Reduce -7.7% | 11,987 | $1.3M |
| Rehmann Capital Advisory Group | 0.08% | Reduce -2.0% | 11,859 | $1.3M |
| Perennial Advisors, LLC | 0.24% | Add +11.0% | 11,826 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -9.1% | 11,799 | $1.3M |
| Retirement Capital Strategies | 0.50% | Add +154.0% | 11,524 | $1.3M |
| Pathway Financial Advisors LLC | 0.19% | No change | 11,481 | $1.3M |
| Darden Wealth Group Inc | 0.76% | Add +0.5% | 11,420 | $1.3M |
| Edgemoor Investment Advisors, Inc. | 0.11% | Reduce -16.2% | 11,405 | $1.3M |
| Pure Portfolios Holdings LLC | 0.42% | Add +3.5% | 11,128 | $1.2M |
| Crews Bank & Trust | 0.19% | Add +0.3% | 11,068 | $1.2M |
| Csenge Advisory Group | 0.06% | Reduce -83.4% | 10,889 | $1.2M |
| Private Client Services, LLC | 0.47% | Add +359.5% | 10,885 | $1.2M |
| Spinnaker Investment Group, LLC | 0.28% | New | 10,695 | $1.2M |
| Cidel Asset Management Inc. | 0.07% | Add +33.9% | 10,655 | $1.2M |
| Wilmington Savings Fund Society, FSB | 0.02% | Add +451.5% | 10,650 | $1.2M |
| Eagle Global Advisors LLC | 0.05% | Reduce -2.5% | 10,599 | $1.2M |
| Benedict Financial Advisors Inc. | 0.26% | Add +11.1% | 10,526 | $1.2M |
| Headlands Technologies LLC | 0.14% | No change | 10,521 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Reduce -48.8% | 10,369 | $1.1M |
| Leelyn Smith, LLC | 0.19% | Add +10.9% | 10,327 | $1.1M |
| Brian Low Financial Group, LLC | 1.06% | — | 10,227 | $1.1M |
| Cunning Capital Partners, LP | 0.58% | Reduce -28.6% | 10,000 | $1.1M |
| Ifrah Financial Services, Inc. | 0.30% | Reduce -0.5% | 9,827 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -3.4% | 9,817 | $1.1M |
| Brookstone Capital Management | 0.01% | Reduce -6.7% | 9,787 | $1.1M |
| Leavell Investment Management, Inc. | 0.05% | Add +42.1% | 9,721 | $1.1M |
| Arkos Global Advisors | 0.15% | Reduce -2.1% | 9,565 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | Reduce -9.8% | 9,528 | $1.1M |
| SOL Capital Management CO | 0.10% | Reduce -46.9% | 9,385 | $1.0M |
| Whittier Trust Co. | 0.01% | Reduce -2.4% | 9,320 | $1.0M |
| Arax Advisory Partners | 0.05% | Reduce -9.0% | 9,312 | $1.0M |
| Forza Wealth Management, LLC | 0.42% | Add +5.7% | 9,302 | $1.0M |
| Sandy Cove Advisors, LLC | 0.37% | Add +9.8% | 9,205 | $1.0M |
| Rosenberg Matthew Hamilton | 0.23% | Reduce -2.0% | 9,119 | $1.0M |
| Regal Investment Advisors LLC | 0.07% | Reduce -1.6% | 8,908 | $984K |
| Lowery Thomas, LLC | 0.63% | Add +20.3% | 8,888 | $981K |
| Legacy Investment Solutions, LLC | 0.52% | — | 8,863 | $979K |
| Legacy Wealth Managment, LLC | 0.52% | Add +0.4% | 8,863 | $979K |
| SouthState Bank Corp | 0.04% | Reduce -9.4% | 8,810 | $973K |
| IFG Advisory, LLC | 0.05% | Reduce -0.2% | 8,780 | $969K |
| Westfuller Advisors, LLC | 0.55% | No change | 8,755 | $967K |
| Centaurus Financial, Inc. | 0.06% | Add +60.1% | 8,712 | $962K |
| Callan Family Office, LLC | 0.03% | Reduce -11.5% | 8,706 | $961K |
| Core Wealth Advisors, Inc. | 0.27% | Add +5.6% | 8,599 | $950K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -16.8% | 8,576 | $947K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -61.6% | 8,570 | $946K |
| Root Financial Partners, LLC | 0.09% | Reduce -2.7% | 8,502 | $939K |
| Vontobel Holding Ltd. | 0.00% | New | 8,453 | $933K |
| Capital Asset Advisory Services LLC | 0.04% | Reduce -8.8% | 8,466 | $932K |
| Plum Street Advisors, LLC | 0.40% | Reduce -3.6% | 8,304 | $917K |
| Bank of New York Mellon Corp | 0.00% | Add +45.9% | 8,196 | $905K |
| Courage Miller Partners, LLC | 0.29% | Reduce -8.3% | 8,180 | $903K |
| Boston Family Office LLC | 0.06% | Reduce -31.4% | 8,116 | $896K |
| Fortis Advisors, LLC | 0.56% | Add +1.1% | 7,991 | $882K |
| KWB Wealth | 0.10% | Add +0.2% | 7,772 | $859K |
| Sovereign Financial Group, Inc. | 0.18% | Add +14.2% | 7,760 | $857K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | Reduce -13.3% | 7,679 | $848K |
| Consilium Wealth Advisory, LLC | 0.36% | Add +88.5% | 7,667 | $847K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -64.9% | 7,595 | $839K |
| B.O.S.S. Retirement Advisors, LLC | 0.21% | New | 7,557 | $834K |
| Insight Wealth Partners, LLC | 0.46% | Add +2.7% | 7,552 | $834K |
| North Star Investment Management Corp. | 0.06% | Reduce -2.0% | 7,526 | $831K |
| Dominguez Wealth Management Solutions, Inc. | 0.57% | Add +0.2% | 7,455 | $823K |
| Fortis Group Advisors, LLC | 0.15% | Reduce -16.9% | 7,440 | $822K |
| Roberts Financial Services LLC | 0.28% | Add +18.6% | 7,430 | $820K |
| Schrum Private Wealth Management LLC | 0.66% | Add +6.1% | 7,423 | $820K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -2.0% | 7,418 | $819K |
| Cabana LLC | 4.66% | New | 7,362 | $813K |
| One Capital Management, LLC | 0.03% | Reduce -1.8% | 7,328 | $809K |
| Virtus Family Office LLC | 1.04% | Add +8.8% | 7,322 | $808K |
| Leibman Financial Services, Inc. | 0.62% | Reduce -24.3% | 7,312 | $807K |
| Investment Partners Asset Management, Inc. | 0.56% | Add +3.7% | 7,275 | $803K |
| Signaturefd, LLC | 0.01% | Add +137.0% | 7,263 | $802K |
| Jacobi Capital Management LLC | 0.05% | Add +2.6% | 7,258 | $801K |
| Flagstar Securities, Inc. | 0.22% | Add +0.5% | 7,189 | $794K |
| Global View Capital Management LLC | 0.25% | Reduce -13.8% | 7,056 | $779K |
| Roble, Belko & Company, Inc | 0.11% | No change | 7,033 | $777K |
| Watts Gwilliam & Co., LLC | 0.13% | Reduce -11.5% | 7,018 | $775K |
| Blalock Williams, LLC | 0.77% | Add +24.4% | 7,001 | $773K |
| Archer Investment Corp | 0.18% | Reduce -1.9% | 6,856 | $757K |
| Voya Financial Advisors, Inc. | 0.08% | Add +63.5% | 6,826 | $754K |
| Formidable Asset Management, LLC | 0.13% | No change | 6,815 | $753K |
| Castle Rock Wealth Management, LLC | 0.18% | Add +57.6% | 6,808 | $751K |
| Valpey Financial Services, LLC | 0.52% | — | 6,787 | $749K |
| Finley Financial, LLC | 0.38% | Reduce -8.1% | 6,785 | $749K |
| Black Diamond Financial, LLC | 0.12% | Add +10.6% | 6,778 | $748K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -87.5% | 6,730 | $743K |
| ORG Partners LLC | 0.16% | Add +5.3% | 6,619 | $731K |
| Tortoise Investment Management, LLC | 0.07% | Reduce -4.3% | 6,595 | $728K |
| Salomon & Ludwin, LLC | 0.07% | Reduce -3.1% | 6,592 | $725K |
| Sfmg, LLC | 0.05% | New | 6,544 | $723K |
| Gryphon Financial Partners LLC | 0.09% | No change | 6,540 | $722K |
| Sigma Planning Corp | 0.02% | Reduce -3.0% | 6,508 | $719K |
| Ted Buchan & Co | 0.29% | Add +45.8% | 6,506 | $718K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -9.7% | 6,490 | $717K |
| Hudson Portfolio Management LLC | 0.66% | Add +18.7% | 6,350 | $701K |
| Advisor OS, LLC | 0.07% | Add +0.7% | 6,342 | $700K |
| Aries Wealth Management | 0.18% | Reduce -5.0% | 6,339 | $700K |
| Fiduciary Financial Group, LLC | 0.13% | Add +11.2% | 6,296 | $693K |
| Madison Asset Management, LLC | 0.01% | Add +24.9% | 6,170 | $681K |
| Transcendent Capital Group LLC | 0.35% | Reduce -67.5% | 6,148 | $679K |
| Severin Investments, LLC | 0.64% | Reduce -5.7% | 6,140 | $678K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +23.6% | 6,022 | $665K |
| Lake Hills Wealth Management, LLC | 0.38% | Add +2.3% | 6,006 | $663K |
| Karpus Management, Inc. | 0.02% | Reduce -4.0% | 6,000 | $663K |
| Rinkey Investments | 0.20% | New | 5,985 | $661K |
| 1834 Investment Advisors Co. | 0.08% | Reduce -28.8% | 5,880 | $649K |
| Innova Wealth Partners | 0.38% | Reduce -2.3% | 5,862 | $647K |
| Apella Capital, LLC | 0.02% | New | 5,837 | $643K |
| Mayflower Financial Advisors, LLC | 0.09% | Add +0.7% | 5,781 | $638K |
| Gladstone Institutional Advisory LLC | 0.03% | Add +11.1% | 5,779 | $638K |
| Algorithmic Investment Models, LLC | 0.44% | Add +116.7% | 5,771 | $637K |
| Signal Advisors Wealth, LLC | 0.05% | Reduce -2.1% | 5,611 | $620K |
| EP Wealth Advisors, LLC | 0.00% | Add +64.5% | 5,605 | $619K |
| Foster Group, Inc. | 0.02% | Reduce -2.0% | 5,498 | $607K |
| Ceeto Capital Group, LLC | 0.21% | No change | 5,500 | $607K |
| Advyzon Investment Management, LLC | 0.13% | New | 5,475 | $605K |
| Savant Capital, LLC | 0.00% | Add +43.0% | 5,423 | $599K |
| Leo Wealth, LLC | 0.05% | No change | 5,389 | $595K |
| MGB Wealth Management, LLC | 0.19% | No change | 5,312 | $587K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -9.1% | 5,239 | $579K |
| First Wilshire Securities Management Inc. | 0.16% | Add +1.1% | 5,214 | $576K |
| Pecaut & Co. | 0.19% | No change | 5,156 | $569K |
| Sicart Associates LLC | 0.20% | No change | 5,150 | $569K |
| 17 Capital Partners, LLC | 0.33% | New | 5,113 | $565K |
| Mattern Capital Management, LLC | 0.07% | Add +69.3% | 5,033 | $556K |
| Capital Group Private Client Services, Inc. | 0.00% | No change | 5,000 | $552K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -15.4% | 4,967 | $548K |
| Captrust Financial Advisors | 0.00% | Add +81.6% | 4,884 | $539K |
| Townsquare Capital LLC | 0.05% | Reduce -98.8% | 4,883 | $539K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -19.7% | 4,872 | $538K |
| Garden State Investment Advisory Services LLC | 0.15% | New | 4,852 | $536K |
| Integrated Advisors Network LLC | 0.02% | Reduce -0.5% | 4,849 | $535K |
| RDA Financial Network | 0.14% | Reduce -19.2% | 4,848 | $535K |
| Apollon Wealth Management, LLC | 0.01% | No change | 4,837 | $534K |
| Acute Investment Advisory, LLC | 4.33% | Reduce -38.6% | 4,811 | $531K |
| Valmark Advisers, Inc. | 0.01% | Add +11.7% | 4,771 | $527K |
| World Investment Advisors | 0.01% | Reduce -3.1% | 4,759 | $525K |
| Integrity Alliance, Llc. | 0.03% | Add +53.2% | 4,693 | $518K |
| Wealthcare Capital Management LLC | 0.05% | No change | 4,646 | $513K |
| Triumph Capital Management | 0.15% | Add +8.1% | 4,538 | $501K |
| McDonald Partners LLC | 0.12% | No change | 4,526 | $500K |
| Waypoint Wealth Partners Inc. | 0.12% | New | 4,485 | $495K |
| High Note Wealth, LLC | 0.11% | Reduce -14.7% | 4,462 | $493K |
| Columbus Macro, LLC | 0.06% | Add +1.7% | 4,452 | $492K |
| Armstrong Advisory Group, Inc. | 0.04% | Reduce -32.7% | 4,451 | $491K |
| Baker Ellis Asset Management LLC | 0.07% | No change | 4,450 | $491K |
| NorthCoast Asset Management LLC | 0.00% | Add +1.2% | 4,401 | $486K |
| TCP Asset Management, LLC | 0.09% | Reduce -1.4% | 4,305 | $475K |
| Regatta Capital Group, LLC | 0.08% | Reduce -45.3% | 4,297 | $474K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -13.7% | 4,285 | $473K |
| Level Four Advisory Services, LLC | 0.02% | Add +32.2% | 4,269 | $471K |
| Brighton Jones LLC | 0.01% | Add +1.8% | 4,249 | $469K |
| Bearing Point Capital, LLC | 0.09% | New | 4,245 | $469K |
| Heritage Oak Wealth Advisors LLC | 0.18% | Reduce -0.1% | 4,236 | $468K |
| MFA Wealth Services | 0.35% | Add +1.1% | 4,234 | $468K |
| Raelipskie Partnership | 0.21% | No change | 4,200 | $464K |
| Romano Brothers and Company | 0.06% | Reduce -3.5% | 4,078 | $450K |
| Joel Isaacson & Co., LLC | 0.02% | New | 4,078 | $450K |
| Waverly Advisors, LLC | 0.00% | Reduce -84.4% | 4,045 | $447K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -18.4% | 4,002 | $442K |
| Intergy Private Wealth, LLC | 0.15% | Add +15.2% | 3,991 | $441K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 3,956 | $437K |
| Western Wealth Management, LLC | 0.03% | Reduce -16.4% | 3,954 | $437K |
| Jessup Wealth Management, Inc | 0.17% | Reduce -13.7% | 3,924 | $433K |
| North Capital, Inc. | 0.37% | No change | 3,891 | $430K |
| NWF Advisory Services Inc. | 0.05% | New | 3,868 | $427K |
| Pinnacle Associates Ltd. | 0.01% | New | 3,866 | $427K |
| Diversified Trust Co. | 0.01% | Reduce -0.9% | 3,856 | $426K |
| TT Capital Management LLC | 0.34% | Add +0.8% | 3,760 | $415K |
| Freedom Investment Management, Inc. | 0.03% | Add +7.1% | 3,685 | $407K |
| GeoWealth Management, LLC | 0.02% | Add +183.0% | 3,685 | $407K |
| Cairn Investment Group, Inc. | 0.21% | New | 3,675 | $406K |
| Beverly Hills Private Wealth, LLC | 0.08% | Reduce -47.6% | 3,664 | $405K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +46.6% | 3,661 | $404K |
| Investment Partners, LTD. | 0.15% | No change | 3,627 | $400K |
| Tompkins Financial Corp. | 0.04% | New | 3,626 | $400K |
| LTG Capital LLC | 0.34% | Add +11.1% | 3,620 | $400K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -21.9% | 3,612 | $399K |
| Spartan Planning & Wealth Management | 0.34% | Reduce -51.5% | 3,577 | $395K |
| Surience Private Wealth LLC | 0.36% | Reduce -90.6% | 3,514 | $388K |
| Argent Trust Co | 0.01% | No change | 3,459 | $382K |
| Stanley-Laman Group, Ltd. | 0.06% | Reduce -2.0% | 3,390 | $374K |
| Probity Advisors, Inc. | 0.07% | No change | 3,381 | $373K |
| Physician Wealth Solutions Inc. | 0.17% | Reduce -10.0% | 3,378 | $373K |
| Fortitude Advisory Group L.L.C. | 0.21% | Reduce -28.2% | 3,373 | $372K |
| Crane Advisory, LLC | 0.06% | New | 3,348 | $369K |
| Keel Point, LLC | 0.02% | Add +0.9% | 3,329 | $368K |
| Crabel Capital Management, LLC | 0.22% | Reduce -7.6% | 3,298 | $364K |
| Hemington Wealth Management | 0.05% | No change | 3,291 | $363K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -10.5% | 3,229 | $357K |
| Allen Capital Group, LLC | 0.04% | Add +18.2% | 3,228 | $356K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -10.6% | 3,215 | $355K |
| Sage Financial Group Inc. | 0.03% | New | 3,200 | $353K |
| M&T Bank Corp | 0.00% | No change | 3,150 | $348K |
| Strategic Financial Partners, Ltd. | 0.16% | Reduce -0.2% | 3,095 | $342K |
| Prostatis Group LLC | 0.10% | Add +21.5% | 3,067 | $339K |
| VestGen Investment Management | 0.24% | Reduce -2.3% | 3,000 | $331K |
| Hanover Advisors Inc. | 0.13% | Reduce -43.1% | 2,993 | $330K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -11.0% | 2,990 | $330K |
| Slagle Financial, LLC | 0.13% | New | 2,986 | $330K |
| Clarity Financial LLC | 0.04% | New | 2,965 | $327K |
| Financial Architects, LLC | 0.20% | Add +0.7% | 2,965 | $327K |
| Seaview Investment Managers LLC | 0.07% | New | 2,930 | $324K |
| Summa Corp. | 0.17% | Add +30.1% | 3,902 | $323K |
| Aprio Wealth Management, LLC | 0.04% | Add +0.6% | 2,925 | $323K |
| Gotham Asset Management | 0.00% | No change | 2,908 | $321K |
| Trek Financial, LLC | 0.02% | New | 2,901 | $320K |
| JTC Employer Solutions Trustee Ltd | 0.03% | Reduce -31.9% | 2,882 | $318K |
| Maridea Wealth Management LLC | 0.08% | Add +14.6% | 2,879 | $318K |
| Aventura Private Wealth, LLC | 0.14% | Reduce -49.5% | 2,867 | $317K |
| Accredited Investors Inc. | 0.02% | No change | 2,812 | $311K |
| Two Sigma Securities, LLC | 0.04% | Reduce -89.6% | 2,802 | $309K |
| Sugar Maple Asset Management, LLC | 0.24% | No change | 2,742 | $303K |
| Vestcor Inc | 0.01% | No change | 2,725 | $301K |
| Nwam LLC | 0.02% | Add +9.6% | 2,673 | $295K |
| Cassaday & Co Wealth Management LLC | 0.01% | Add +22.3% | 2,630 | $290K |
| TFB Advisors LLC | 0.08% | Add +3.1% | 2,619 | $289K |
| Clark Asset Management, LLC | 0.04% | Add +0.2% | 2,525 | $279K |
| Howard Bailey Securities, LLC | 0.08% | New | 2,464 | $272K |
| Vermillion & White Wealth Management Group, LLC | 0.18% | No change | 2,450 | $271K |
| CENTRAL TRUST Co | 0.01% | No change | 2,434 | $269K |
| Capital Investment Advisory Services, LLC | 0.02% | Reduce -16.1% | 2,423 | $268K |
| Silver Oak Wealth Advisors Services, LLC | 0.19% | Add +3.0% | 2,405 | $266K |
| RMR Wealth Builders | 0.02% | Reduce -9.0% | 2,398 | $265K |
| EdgeRock Capital LLC | 0.08% | New | 2,387 | $264K |
| Pinkerton Wealth, LLC | 0.03% | Reduce -61.1% | 2,303 | $254K |
| A&I Financial Services, LLC | 0.14% | No change | 2,290 | $253K |
| Aptus Capital Advisors, LLC | 0.00% | Add +7.6% | 2,285 | $252K |
| Palisades Hudson Asset Management, L.P. | 0.10% | New | 2,276 | $251K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -8.3% | 2,262 | $250K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 2,256 | $249K |
| Summit Wealth Partners, LLC | 0.05% | No change | 2,248 | $248K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +1.1% | 2,238 | $247K |
| StrongBox Wealth, LLC | 0.09% | No change | 2,218 | $245K |
| PBMares Wealth Management LLC | 0.04% | Reduce -11.3% | 2,196 | $242K |
| Mission Wealth Management, LP | 0.01% | Reduce -45.4% | 2,191 | $242K |
| American Institute for Advanced Investment Management, LLP | 0.17% | No change | 2,175 | $240K |
| Integrated Capital Management, LLC | 0.11% | Add +0.5% | 2,137 | $236K |
| Almanack Investment Partners, LLC. | 0.04% | Reduce -9.1% | 2,134 | $236K |
| J.Safra Asset Management Corp | 0.02% | No change | 2,103 | $232K |
| Daner Wealth Management, LLC | 0.16% | — | 2,100 | $231K |
| Wedmont Private Capital | 0.01% | No change | 2,088 | $230K |
| Ascentis Independent Advisors | 0.04% | Reduce -59.4% | 2,069 | $228K |
| Savvy Advisors, Inc. | 0.02% | New | 2,065 | $228K |
| GC Wealth Management RIA, LLC | 0.02% | Add +11.1% | 2,028 | $224K |
| Founders Grove Wealth Partners, LLC | 0.06% | New | 2,012 | $222K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -63.4% | 2,005 | $221K |
| West Branch Capital LLC | 0.07% | Add +1.1% | 2,003 | $221K |
| TCFG Wealth Management, LLC | 0.10% | Reduce -25.9% | 2,000 | $221K |
| Wealth Management Associates, Inc. | 0.09% | No change | 2,000 | $221K |
| Barings LLC | 0.01% | Reduce -99.3% | 1,966 | $217K |
| Beckerman Institutional, LLC | 0.14% | Reduce -6.2% | 1,968 | $217K |
| Smith, Moore & Co. | 0.02% | Add +0.1% | 1,918 | $212K |
| TruWealth Advisors, LLC | 0.01% | Reduce -66.7% | 1,913 | $211K |
| WealthCare Investment Partners, LLC | 0.08% | Add +0.7% | 1,918 | $211K |
| Latitude Advisors, LLC | 0.11% | Add +2.9% | 1,902 | $210K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,900 | $210K |
| Lauterbach Financial Advisors, LLC | 0.11% | Add +1.0% | 1,887 | $208K |
| Trueblood Wealth Management, LLC | 0.09% | New | 1,882 | $208K |
| Pacific Center for Financial Services | 0.06% | Add +215.1% | 1,875 | $207K |
| Rakuten Securities, Inc. | 0.08% | Add +5214.3% | 1,860 | $205K |
| Moors & Cabot, Inc. | 0.01% | Reduce -14.2% | 1,858 | $205K |
| Howard Financial Services, LTD. | 0.03% | Reduce -23.8% | 1,856 | $205K |
| Smith Salley Wealth Management | 0.01% | No change | 1,840 | $203K |
| Quantinno Capital Management LP | 0.00% | Reduce -27.1% | 1,824 | $201K |
| New Capital Management LP | 0.06% | No change | 1,815 | $200K |
| BridgePort Financial Solutions, LLC | 0.07% | No change | 1,813 | $200K |
| Nvwm, LLC | 0.05% | New | 1,712 | $189K |
| Investors Research Corp | 0.04% | Add +4.3% | 1,653 | $183K |
| Wealth Preservation Advisors, LLC | 0.11% | No change | 1,643 | $181K |
| Values First Advisors, Inc. | 0.10% | Add +100.9% | 1,611 | $178K |
| Robinson Value Management, Ltd. | 0.11% | No change | 1,585 | $175K |
| Park Square Financial Group, LLC | 0.12% | Add +8947.1% | 1,538 | $170K |
| Front Row Advisors LLC | 0.05% | No change | 1,331 | $147K |
| SYM FINANCIAL Corp | 0.02% | Reduce -65.7% | 1,280 | $141K |
| Geneos Wealth Management Inc. | 0.00% | Add +38.6% | 1,249 | $138K |
| AllSquare Wealth Management LLC | 0.07% | No change | 1,183 | $131K |
| Choate Investment Advisors | 0.00% | New | 1,129 | $125K |
| Banque Cantonale Vaudoise | 0.01% | Add +4.5% | 1,120 | $124K |
| Traub Capital Management LLC | 0.11% | — | 1,075 | $119K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -1.2% | 1,002 | $111K |
| Quest 10 Wealth Builders, Inc. | 0.10% | Add +623.0% | 976 | $108K |
| Semmax Financial Advisors Inc. | 0.03% | Reduce -34.1% | 914 | $101K |
| PMV Capital Advisers, LLC | 0.22% | New | 909 | $100K |
| Fifth Third Bancorp | 0.00% | No change | 883 | $98K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $93K |
| Zions Bancorporation, National Association | 0.00% | No change | 793 | $88K |
| Beaird Harris Wealth Management, LLC | 0.01% | Reduce -56.8% | 723 | $80K |
| Bristlecone Advisors, LLC | 0.01% | No change | 700 | $77K |
| Asset Dedication, LLC | 0.01% | Add +596.0% | 696 | $77K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -98.0% | 688 | $76K |
| Clarity Asset Management, Inc. | 0.04% | Add +0.9% | 652 | $72K |
| Stone House Investment Management, LLC | 0.01% | Add +0.2% | 617 | $68K |
| Friedenthal Financial | 0.03% | Reduce -14.9% | 530 | $59K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 526 | $58K |
| Atlantic Union Bankshares Corp | 0.00% | New | 510 | $56K |
| Harbour Investments, Inc. | 0.00% | Reduce -3.2% | 508 | $56K |
| Garrison Bradford & Associates Inc. | 0.06% | No change | 500 | $55K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 498 | $55K |
| Hoese & Co LLP | 0.04% | No change | 480 | $53K |
| EPG Wealth Management LLC | 0.02% | No change | 454 | $50K |
| FIL Ltd | 0.00% | Reduce -2.4% | 415 | $46K |
| Rothschild Investment LLC | 0.00% | No change | 366 | $40K |
| Innovative Advisory Group, LLC | 0.03% | No change | 350 | $39K |
| Allianz SE | 0.00% | Reduce -81.8% | 349 | $39K |
| Brooklyn Investment Group | 0.00% | New | 303 | $33K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +4.4% | 282 | $31K |
| Tidemark, LLC | 0.01% | No change | 271 | $30K |
| United Community Bank | 0.01% | New | 254 | $28K |
| Phillips Financial Management, LLC | 0.00% | No change | 243 | $27K |
| Optiver Holding B.V. | 0.00% | New | 185 | $20K |
| Anfield Capital Management, LLC | 0.01% | New | 182 | $20K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +26.7% | 171 | $19K |
| Richard W. Paul & Associates, LLC | 0.01% | Reduce -96.8% | 164 | $18K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 145 | $16K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 134 | $15K |
| Asset Management One Co., Ltd. | 0.00% | No change | 129 | $14K |
| Bulwark Capital Corp | 0.01% | — | 119 | $13K |
| Highline Wealth Partners LLC | 0.00% | No change | 113 | $12K |
| Key Financial Inc | 0.00% | Add +2.8% | 111 | $12K |
| Boreal Capital Management LLC | 0.01% | — | 100 | $11K |
| Financial Network Wealth Advisors LLC | 0.01% | No change | 72 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 70 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -1.4% | 69 | $8K |
| Financial Gravity Companies, Inc. | 0.00% | — | 66 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 54 | $6K |
| Creative Financial Designs Inc. | 0.00% | No change | 53 | $6K |
| Gallagher Fiduciary Advisors, LLC | 0.00% | Add +10459.3% | 469,255 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 48 | $5K |
| Cornerstone Planning Group LLC | 0.00% | No change | 46 | $5K |
| Transce3nd, LLC | 0.00% | Reduce -70.9% | 44 | $5K |
| Pineridge Advisors LLC | 0.00% | Add +4100.0% | 42 | $5K |
| Pflug Koory, LLC | 0.00% | No change | 35 | $4K |
| Ameriflex Group, Inc. | 0.00% | No change | 35 | $4K |
| Integrity Financial Corp | 0.00% | No change | 29 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 27 | $3K |
| Dogwood Wealth Management LLC | 0.00% | New | 23 | $3K |
| HFM Investment Advisors, LLC | 0.00% | No change | 17 | $2K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 16 | $2K |
| Addison Advisors LLC | 0.00% | No change | 15 | $2K |
| Blue Trust, Inc. | 0.00% | Reduce -47.8% | 12 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -89.0% | 10 | $1K |
| Breakwater Investment Management | 0.00% | No change | 10 | $1K |
| New Millennium Group LLC | 0.00% | Reduce -27.3% | 8 | $839 |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 6 | $663 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $332 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $331 |
| Larson Financial Group LLC | 0.00% | No change | 2 | $245 |
| PayPay Securities Corp | 0.01% | No change | 2 | $221 |
| Affinity Wealth LLC | 0.00% | New | 2 | $221 |
| Richardson Financial Services Inc. | 0.00% | Reduce -33.3% | 2 | $220 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 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.