iShares 0-1 Year Treasury BoSHVETF
13F holders, Q3 2025 (September 30)686holders −29
42new positions
66sold out
4famous investors
$110.43avg. 13F price*
At the end of Q3 2025, 686 institutions reported holding iShares 0-1 Year Treasury Bo (SHV) in their 13F filings, down 29 from Q2 2025. 42 opened new positions and 66 sold out. The largest holders were BlackRock, Inc. ($2.1B), Morgan Stanley ($660.1M) and Wells Fargo & Company ($607.9M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Israel Englander (0.0% of Millennium 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $60.1M |
| Exits | 66 | $125.3M |
All 13F filers, Q2 2025 → Q3 2025: 6,968,098 shares bought and 7,921,071 shares sold, net −952,973 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 686 holders
| BlackRock, Inc. | 0.04% | Add +14.5% | 18,562,710 | $2.1B |
| Morgan Stanley | 0.04% | Add +2.1% | 5,974,097 | $660.1M |
| Wells Fargo & Company | 0.12% | Add +20.4% | 5,502,299 | $607.9M |
| Bank of America Corp. | 0.03% | Add +0.7% | 3,195,036 | $353.0M |
| LPL Financial LLC | 0.08% | Add +20.0% | 2,583,945 | $285.5M |
| UBS Group AG | 0.05% | Add +11.3% | 2,154,863 | $238.1M |
| Wealthfront Advisers LLC | 0.51% | Add +10.0% | 1,960,677 | $216.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -9.7% | 1,508,599 | $166.7M |
| Wealth Enhancement Advisory Services, LLC | 0.25% | Add +2.8% | 1,503,860 | $165.7M |
| Raymond James Financial Inc. | 0.05% | Reduce -14.3% | 1,351,522 | $149.3M |
| Wealthspire Retirement, LLC | 8.89% | Add +1.1% | 1,259,640 | $139.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 1.05% | Reduce -19.4% | 1,245,071 | $137.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.0% | 1,028,667 | $113.7M |
| Royal Bank of Canada | 0.02% | Reduce -6.2% | 945,856 | $104.5M |
| Cetera Investment Advisers | 0.11% | Add +19.8% | 868,428 | $96.0M |
| Betterment LLC | 0.17% | Reduce -9.7% | 781,837 | $86.4M |
| Trust Co | 8.64% | Add +5.7% | 764,455 | $84.5M |
| Stifel Financial Corp. | 0.07% | Add +12.5% | 709,023 | $78.3M |
| Oakworth Capital, Inc. | 4.40% | Add +1.5% | 689,166 | $76.1M |
| Assetmark, Inc. | 0.16% | Add +3.6% | 673,953 | $74.5M |
| Townsend & Associates, Inc | 6.43% | Add +3.8% | 614,671 | $67.8M |
| Truist Financial Corp. | 0.08% | Reduce -24.2% | 563,566 | $62.3M |
| Cynosure Group, LLC | 6.71% | Reduce -0.2% | 558,882 | $61.8M |
| Ameriprise Financial Inc. | 0.01% | Reduce -8.8% | 537,884 | $59.2M |
| Hansen & Associates Financial Group, Inc. | 24.42% | Reduce -37.5% | 528,919 | $58.3M |
| Cerity Partners LLC | 0.09% | Reduce -3.1% | 517,655 | $57.2M |
| Americana Partners, LLC | 1.64% | Add +47.7% | 492,204 | $54.4M |
| Commonwealth Equity Services, LLC | 0.07% | Add +14.9% | 483,397 | $53.4M |
| Foundations Investment Advisors, LLC | 0.76% | Add +2.7% | 475,424 | $52.5M |
| Rockefeller Capital Management L.P. | 0.10% | Add +10.8% | 471,823 | $52.1M |
| Acorns Advisers, LLC | 0.39% | Add +1.0% | 453,970 | $50.2M |
| Ausdal Financial Partners, Inc. | 2.41% | Reduce -37.0% | 448,252 | $49.5M |
| Goldman Sachs Group Inc. | 0.01% | Add +32.1% | 423,507 | $46.8M |
| Global Retirement Partners, LLC | 0.99% | Add +26.6% | 398,888 | $44.1M |
| Bulltick Wealth Management, LLC | 10.22% | Add +11.9% | 391,384 | $43.2M |
| Bank of Nova Scotia | 0.07% | Reduce -2.2% | 373,077 | $41.2M |
| True Link Financial Advisors, LLC | 2.60% | Reduce -44.4% | 365,540 | $40.4M |
| Banco Santander, S.A. | 0.35% | Add +15.2% | 355,905 | $39.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -43.2% | 352,334 | $38.9M |
| MML Investors Services, LLC | 0.10% | Reduce -0.4% | 343,554 | $38.0M |
| Client First Capital LLC | 16.61% | Reduce -9.0% | 337,393 | $37.3M |
| Family Manage LLC | 5.09% | Reduce -2.1% | 332,219 | $36.7M |
| O'shaughnessy Asset Management, LLC | 0.21% | Add +24.4% | 325,337 | $35.9M |
| White Lighthouse Investment Management Inc. | 5.45% | Add +12.2% | 323,537 | $35.7M |
| Osaic Holdings, Inc. | 0.05% | Reduce -1.4% | 318,603 | $35.2M |
| Marks Wealth, LLC | 10.68% | Reduce -34.9% | 312,928 | $34.6M |
| Advisory Services Network, LLC | 0.50% | Add +6.1% | 307,504 | $34.0M |
| LaSalle St. Investment Advisors, LLC | 5.98% | Add +4.9% | 301,860 | $33.4M |
| Concord Wealth Partners | 4.29% | Add +7.7% | 281,625 | $31.1M |
| Oppenheimer & Co. Inc. | 0.37% | Add +1.3% | 276,243 | $30.5M |
| Concord Asset Management, LLC | 5.49% | Add +4.7% | 273,694 | $30.2M |
| HSBC Holdings PLC | 0.02% | Reduce -17.6% | 269,785 | $29.8M |
| Fund Evaluation Group, LLC | 1.07% | Add +4.8% | 267,270 | $29.5M |
| Jane Street Group, LLC | 0.03% | Reduce -5.1% | 263,341 | $29.1M |
| Modern Wealth Management, LLC | 0.57% | Add +10.7% | 261,506 | $28.9M |
| Northwest Quadrant Wealth Management, LLC | 6.01% | Add +5.5% | 257,410 | $28.4M |
| Allred Capital Management, LLC | 9.90% | Reduce -9.2% | 257,333 | $28.4M |
| Legacy Advisory Services, LLC | 21.02% | Reduce -2.8% | 252,239 | $27.9M |
| SG Americas Securities, LLC | 0.10% | Add +43.5% | 252,175 | $27.9M |
| Sulzberger Capital Advisors, Inc. | 28.52% | Reduce -10.9% | 231,422 | $25.6M |
| Summit Financial, LLC | 0.38% | Reduce -22.8% | 225,739 | $24.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -13.7% | 223,814 | $24.7M |
| Focus Partners Wealth | 0.04% | Reduce -3.6% | 220,256 | $24.3M |
| Janney Montgomery Scott LLC | 0.06% | Reduce -11.4% | 216,501 | $23.9M |
| Able Wealth Management LLC | 8.94% | Add +1.7% | 215,266 | $23.8M |
| Bull Oak Capital, LLC | 10.03% | Reduce -1.1% | 213,689 | $23.6M |
| Mullooly Asset Management, Inc. | 8.86% | Add +7.3% | 208,941 | $23.1M |
| Capstone Wealth Management Group, LLC | 9.62% | Reduce -3.5% | 205,486 | $22.7M |
| Sierra Legacy Group | 16.77% | Reduce -2.6% | 205,091 | $22.7M |
| Lee Financial Co | 2.78% | Add +16.6% | 200,307 | $22.1M |
| Strategic Point Investment Advisors, LLC | 3.03% | Add +2.3% | 190,848 | $21.1M |
| Mascoma Wealth Management LLC | 4.59% | Add +0.8% | 188,589 | $20.8M |
| Gunma Bank,Ltd. | 6.40% | Add +8.8% | 185,000 | $20.4M |
| Simon Quick Advisors, LLC | 0.92% | Reduce -0.2% | 184,307 | $20.4M |
| Comerica Bank | 0.08% | Reduce -1.0% | 180,783 | $20.0M |
| Crescent Grove Advisors, LLC | 1.88% | Reduce -2.6% | 177,877 | $19.7M |
| HighTower Advisors, LLC | 0.02% | Add +1.4% | 168,895 | $18.7M |
| M. Kulyk & Associates, LLC | 3.62% | Reduce -7.1% | 161,198 | $17.8M |
| Mariner, LLC | 0.02% | Reduce -81.8% | 160,432 | $17.7M |
| Farther Finance Advisors, LLC | 0.26% | Add +1.3% | 156,256 | $17.3M |
| Anchor Capital Advisors LLC | 0.50% | Reduce -5.1% | 155,114 | $17.1M |
| Presidio Capital Management, LLC | 6.00% | Add +2.2% | 154,687 | $17.1M |
| Financial Engines Advisors L.L.C. | 0.03% | Add +4.2% | 154,176 | $17.0M |
| Midwest Professional Planners, LTD. | 4.05% | Reduce -18.2% | 150,142 | $16.6M |
| AdvisorNet Financial, Inc | 0.92% | Add +7.8% | 147,286 | $16.3M |
| GM Advisory Group, LLC | 0.69% | Reduce -27.7% | 146,445 | $16.2M |
| NewEdge Advisors, LLC | 0.07% | Add +15.3% | 145,574 | $16.1M |
| GFS Advisors, LLC | 2.01% | Reduce -4.2% | 142,868 | $15.8M |
| Smithfield Trust Co | 0.69% | Reduce -3.5% | 138,701 | $15.3M |
| Fairvoy Private Wealth, LLC | 3.43% | Reduce -6.0% | 136,295 | $15.1M |
| NerdWallet Wealth Partners, LLC | 7.37% | — | 136,144 | $15.0M |
| Strategic Wealth Partners, Ltd. | 1.11% | Add +1.6% | 134,818 | $14.9M |
| Beacon Pointe Advisors, LLC | 0.13% | New | 133,934 | $14.8M |
| Onyx Bridge Wealth Group LLC | 1.57% | Reduce -19.0% | 130,568 | $14.4M |
| Silicon Valley Capital Partners | 1.32% | Add +10.6% | 127,061 | $14.0M |
| Kwmg, LLC | 1.20% | Add +14.3% | 123,940 | $13.7M |
| Whalen Wealth Management Inc. | 7.99% | Add +19.3% | 123,777 | $13.7M |
| Trajan Wealth LLC | 0.56% | Reduce -6.9% | 116,497 | $12.9M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -41.0% | 111,905 | $12.4M |
| Alpha Zero LLC | 7.06% | Add +15.7% | 110,316 | $12.2M |
| Winch Advisory Services, LLC | 2.71% | Reduce -2.4% | 108,995 | $12.0M |
| Creative Planning | 0.01% | Add +7.5% | 108,684 | $12.0M |
| Mayport, LLC | 2.56% | Reduce -2.2% | 107,066 | $11.8M |
| Udine Wealth Management, Inc. | 5.66% | Reduce -0.9% | 106,750 | $11.8M |
| KFA Private Wealth Group, LLC | 3.26% | Add +5.7% | 103,371 | $11.4M |
| Paragon Capital Management Inc. | 8.40% | Reduce -2.7% | 101,616 | $11.2M |
| Penserra Capital Management LLC | 0.13% | Reduce -48.0% | 101,497 | $11.2M |
| AMG National Trust Bank | 0.27% | Reduce -22.6% | 100,057 | $11.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.19% | Reduce -21.8% | 97,449 | $10.8M |
| StoneX Group Inc. | 0.46% | Add +169.9% | 95,204 | $10.5M |
| Farringdon Capital, Ltd. | 2.67% | No change | 95,088 | $10.5M |
| One Day In July LLC | 0.89% | Reduce -13.3% | 94,704 | $10.5M |
| Independent Solutions Wealth Management, LLC | 1.84% | Add +15.7% | 93,581 | $10.3M |
| Banque Pictet & Cie SA | 0.10% | Reduce -20.6% | 93,145 | $10.3M |
| GatePass Capital, LLC | 5.79% | Reduce -7.0% | 89,221 | $9.9M |
| Meridian Wealth Management, LLC | 0.37% | Add +3.9% | 86,606 | $9.6M |
| Private Advisor Group, LLC | 0.05% | Reduce -5.2% | 85,377 | $9.4M |
| RFG Advisory, LLC | 0.19% | Reduce -42.1% | 85,149 | $9.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -52.1% | 84,594 | $9.3M |
| MinichMacGregor Wealth Management, LLC | 1.79% | Reduce -4.0% | 83,051 | $9.2M |
| Heck Capital Advisors, LLC | 0.70% | Reduce -25.6% | 82,385 | $9.1M |
| Kraft, Davis & Associates, LLC | 2.21% | Reduce -2.1% | 82,346 | $9.1M |
| Arete Wealth Advisors, LLC | 0.56% | Add +4.7% | 81,525 | $9.0M |
| Alterna Wealth Management, Inc. | 7.38% | Reduce -24.4% | 81,122 | $9.0M |
| Integrated Wealth Concepts LLC | 0.08% | Reduce -4.7% | 80,233 | $8.9M |
| Stableford Capital II LLC | 3.13% | Reduce -14.3% | 78,429 | $8.7M |
| Morris Financial Concepts, Inc. | 3.02% | Add +4.7% | 75,666 | $8.4M |
| Independent Financial Group, LLC | 0.20% | Reduce -17.7% | 74,501 | $8.2M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -38.1% | 74,029 | $8.2M |
| Main Street Financial Solutions, LLC | 0.52% | Add +5.2% | 74,008 | $8.2M |
| Scotia Capital Inc. | 0.03% | Add +0.8% | 69,718 | $7.7M |
| Apex Wealth Management, LLC | 5.50% | Reduce -11.7% | 69,579 | $7.7M |
| Aegis Wealth Management LLC | 4.07% | Add +141.8% | 68,807 | $7.6M |
| Cwm, LLC | 0.02% | Reduce -10.1% | 66,810 | $7.4M |
| IPG Investment Advisors LLC | 1.31% | Add +252.7% | 66,650 | $7.4M |
| Vernal Point Advisors, LLC | 3.14% | Add +12.9% | 65,877 | $7.3M |
| Adaptive Financial Consulting, LLC | 2.89% | No change | 65,384 | $7.2M |
| Estate Counselors, LLC | 0.62% | Add +4.6% | 65,350 | $7.2M |
| VanWeelden Wealth Management, LLC | 5.88% | — | 64,711 | $7.1M |
| Citadel Advisors | 0.01% | Add +4.7% | 64,118 | $7.1M |
| Partners Capital Investment Group, LLP | 0.27% | Add +1.0% | 61,490 | $6.8M |
| Burling Wealth Partners, LLC | 1.12% | Add +102.2% | 61,073 | $6.7M |
| Shepherd Financial Partners LLC | 0.64% | Add +207.0% | 60,616 | $6.7M |
| Capital Wealth Alliance, LLC | 3.28% | Reduce -5.6% | 59,689 | $6.6M |
| CVA Family Office, LLC | 0.85% | Add +38.1% | 59,643 | $6.6M |
| Beacon Capital Management, Inc. | 0.31% | New | 59,624 | $6.6M |
| DAVENPORT & Co LLC | 0.03% | Add +0.1% | 58,599 | $6.5M |
| MAI Capital Management | 0.04% | Add +33.5% | 58,401 | $6.5M |
| Mutual Advisors, LLC | 0.14% | Reduce -2.0% | 58,319 | $6.4M |
| Bfsg, LLC | 0.62% | Add +37.0% | 58,028 | $6.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +19.1% | 57,961 | $6.4M |
| Jones Financial Companies LLLP | 0.00% | Add +1.2% | 57,203 | $6.3M |
| United Bank | 0.75% | Add +8.6% | 57,071 | $6.3M |
| TD Private Client Wealth LLC | 0.14% | Reduce -1.3% | 56,792 | $6.3M |
| RIA Advisory Group LLC | 1.62% | Add +7.1% | 56,714 | $6.3M |
| Wedbush Securities Inc. | 0.20% | Reduce -28.7% | 56,530 | $6.2M |
| U.S. Capital Wealth Advisors, LLC | 0.17% | Add +17.5% | 56,183 | $6.2M |
| Procyon Advisors, LLC | 0.37% | New | 56,045 | $6.2M |
| Norris Financial Group, LLC | 2.22% | Reduce -21.9% | 55,090 | $6.1M |
| Tucker Asset Management LLC | 1.82% | Reduce -5.7% | 54,561 | $6.0M |
| New York Life Investment Management LLC | 0.05% | New | 54,251 | $6.0M |
| Pacifica Partners Inc. | 2.14% | Add +35.3% | 54,185 | $6.0M |
| IronBridge Private Wealth, LLC | 1.87% | Reduce -2.5% | 53,538 | $5.9M |
| IFP Advisors, Inc | 0.15% | Add +119.5% | 52,973 | $5.9M |
| Calamos Wealth Management LLC | 0.21% | Add +0.3% | 52,871 | $5.8M |
| Alexander Labrunerie & Co., Inc. | 2.17% | Reduce -3.1% | 52,655 | $5.8M |
| Financial Management Network Inc. | 0.95% | Add +5.3% | 52,149 | $5.7M |
| Bank of Montreal | 0.00% | Add +14.7% | 50,339 | $5.6M |
| American Investment Services, Inc. | 1.33% | Reduce -4.6% | 50,284 | $5.6M |
| US Bancorp \de | 0.01% | Reduce -3.9% | 50,272 | $5.6M |
| Guidance Capital, Inc. | 1.44% | Reduce -83.2% | 49,789 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -23.5% | 48,683 | $5.4M |
| Oak Family Advisors, LLC | 1.74% | Reduce -28.7% | 48,509 | $5.4M |
| Hixon Zuercher, LLC | 1.60% | Add +8.5% | 47,515 | $5.2M |
| GWN Securities Inc. | 1.20% | Reduce -47.1% | 46,758 | $5.2M |
| Citigroup Inc. | 0.00% | Add +4.9% | 46,127 | $5.1M |
| Old National Bancorp | 0.09% | Reduce -58.8% | 45,912 | $5.1M |
| Equitable Holdings, Inc. | 0.04% | Add +65.5% | 44,756 | $4.9M |
| Parallel Advisors, LLC | 0.09% | Reduce -19.3% | 44,669 | $4.9M |
| Strategic Blueprint, LLC | 0.21% | Add +0.2% | 44,420 | $4.9M |
| Ridgewood Investments LLC | 2.04% | Reduce -9.9% | 43,779 | $4.8M |
| Trilogy Capital Inc. | 0.22% | Add +57.4% | 43,770 | $4.8M |
| Gould Asset Management LLC | 0.86% | Add +3.2% | 41,951 | $4.6M |
| Obsidian Cio, LLC | 0.60% | Add +9.2% | 41,639 | $4.6M |
| CoreCap Advisors, LLC | 0.17% | Reduce -7.9% | 41,566 | $4.6M |
| HB Wealth Management, LLC | 0.03% | Add +112.5% | 41,298 | $4.6M |
| Baring Financial LLC | 3.11% | Add +6.7% | 41,261 | $4.6M |
| Mgo One Seven LLC | 0.10% | Add +1.4% | 40,444 | $4.5M |
| Vident Advisory, LLC | 0.04% | Reduce -46.9% | 39,852 | $4.4M |
| Luminist Capital LLC | 3.86% | Reduce -5.0% | 39,937 | $4.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -16.8% | 39,644 | $4.4M |
| Insigneo Advisory Services, LLC | 0.31% | Add +13.8% | 39,596 | $4.4M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +8.1% | 39,226 | $4.3M |
| Keybank National Association | 0.02% | Add +1.1% | 39,202 | $4.3M |
| Tower Research Capital LLC (TRC) | 0.12% | Add +0.3% | 38,862 | $4.3M |
| Proficio Capital Partners LLC | 0.29% | Reduce -56.9% | 38,434 | $4.2M |
| EFG Asset Management (Americas) Corp. | 0.72% | Reduce -5.1% | 37,939 | $4.2M |
| Lowe Brockenbrough & Co. Inc. | 0.21% | Reduce -8.4% | 37,786 | $4.2M |
| AE Wealth Management LLC | 0.03% | Reduce -9.0% | 37,379 | $4.1M |
| Atria Investments, Inc | 0.05% | Reduce -25.6% | 37,214 | $4.1M |
| Ironwood Investment Management LLC | 1.77% | Add +3.4% | 36,834 | $4.1M |
| TBH Global Asset Management, LLC | 0.78% | New | 36,394 | $4.0M |
| Institute for Wealth Management, LLC. | 0.41% | Reduce -34.4% | 35,910 | $4.0M |
| D.A. Davidson & Co. | 0.03% | Add +2.6% | 35,856 | $4.0M |
| Advisory Research Inc. | 0.52% | Reduce -15.1% | 35,758 | $4.0M |
| Avalon Capital Management | 0.97% | Reduce -31.3% | 35,668 | $3.9M |
| Weaver Consulting Group | 0.99% | Reduce -15.6% | 35,234 | $3.9M |
| Gould Capital, LLC | 2.41% | Add +1.7% | 35,175 | $3.9M |
| Investment House LLC | 0.18% | Add +0.6% | 35,031 | $3.9M |
| James Investment Research, Inc. | 0.42% | Reduce -4.3% | 34,577 | $3.8M |
| Hershey Financial Advisers, LLC | 3.23% | Reduce -2.2% | 34,146 | $3.8M |
| Flow Traders U.S. LLC | 0.15% | Reduce -78.3% | 34,035 | $3.8M |
| Keystone Financial Group, Inc. | 2.11% | Reduce -13.4% | 33,950 | $3.8M |
| Cary Street Partners Financial LLC | 0.10% | Reduce -6.2% | 33,730 | $3.7M |
| Patton Fund Management, Inc. | 0.67% | Add +0.7% | 33,573 | $3.7M |
| Net Worth Advisory Group | 1.04% | Reduce -14.9% | 32,701 | $3.6M |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 1.20% | Reduce -1.1% | 32,390 | $3.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -6.8% | 32,178 | $3.6M |
| SBI Securities Co., Ltd. | 0.09% | Reduce -14.1% | 32,087 | $3.5M |
| Walker Financial Services, Inc. | 1.37% | Add +26.5% | 31,935 | $3.5M |
| Spire Wealth Management | 0.12% | Reduce -24.9% | 31,907 | $3.5M |
| Premier Path Wealth Partners, LLC | 0.45% | Add +6.8% | 31,603 | $3.5M |
| Ascent Group, LLC | 0.12% | Add +6.5% | 31,288 | $3.5M |
| Lido Advisors, LLC | 0.01% | Add +2.5% | 31,269 | $3.5M |
| National Bank of Canada | 0.00% | Add +64.1% | 31,176 | $3.4M |
| Fiduciary Alliance LLC | 0.23% | Add +5.7% | 30,705 | $3.4M |
| Forum Financial Management, LP | 0.05% | Add +40.9% | 30,628 | $3.4M |
| &partners | 0.02% | Add +72.9% | 28,244 | $3.4M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -15.5% | 30,425 | $3.4M |
| Alexis Investment Partners, LLC | 0.29% | Add +25.3% | 30,285 | $3.3M |
| KDT Advisors, LLC | 4.89% | New | 30,213 | $3.3M |
| Marino, Stram & Associates LLC | 0.60% | Add +14.0% | 29,998 | $3.3M |
| Milestone Asset Management, LLC | 0.61% | Add +4.0% | 29,386 | $3.2M |
| Camarda Financial Advisors, LLC | 1.19% | Reduce -27.1% | 29,197 | $3.2M |
| Argent Advisors, Inc. | 0.95% | Add +20.6% | 29,123 | $3.2M |
| San Luis Wealth Advisors LLC | 0.57% | Reduce -23.4% | 28,689 | $3.2M |
| AXS Investments LLC | 1.00% | Add +109.5% | 28,605 | $3.2M |
| Corient Private Wealth LP | 0.00% | Add +104.6% | 28,497 | $3.1M |
| Mader & Shannon Wealth Management, Inc. | 1.54% | Reduce -68.9% | 28,475 | $3.1M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -71.4% | 27,632 | $3.1M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +11.1% | 27,539 | $3.0M |
| Composition Wealth, LLC | 0.05% | Add +15.1% | 27,418 | $3.0M |
| Shepherd Kaplan Krochuk, LLC | 2.47% | Reduce -5.8% | 27,218 | $3.0M |
| Ritholtz Wealth Management | 0.06% | Reduce -28.4% | 27,032 | $3.0M |
| Delta Investment Management, LLC | 0.53% | Reduce -81.2% | 26,625 | $2.9M |
| Professional Advisory Services Inc. | 0.35% | New | 26,580 | $2.9M |
| Bosman Wealth Management, LLC | 2.25% | Reduce -7.7% | 26,313 | $2.9M |
| Impact Partnership Wealth, LLC | 0.43% | Reduce -2.7% | 26,264 | $2.9M |
| KDK Private Wealth Management, LLC | 2.88% | Reduce -0.9% | 25,712 | $2.8M |
| Investment Management Associates Inc. | 0.84% | Add +17.0% | 25,593 | $2.8M |
| Atticus Wealth Management, LLC | 0.71% | Add +41.0% | 25,404 | $2.8M |
| SVB Wealth LLC | 0.15% | Add +50.6% | 25,326 | $2.8M |
| Core Wealth Partners LLC | 1.28% | Add +0.4% | 25,131 | $2.8M |
| Dover Advisors, LLC | 1.10% | New | 25,028 | $2.8M |
| Mainsail Financial Group, LLC | 1.18% | Reduce -5.5% | 24,734 | $2.7M |
| Allworth Financial LP | 0.01% | Reduce -0.3% | 24,243 | $2.7M |
| Tru Independence Asset Management 2, LLC | 1.75% | Reduce -2.2% | 24,028 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +16.3% | 23,522 | $2.6M |
| First Heartland Consultants, Inc. | 0.20% | Reduce -24.0% | 22,930 | $2.5M |
| Snowden Capital Advisors LLC | 0.07% | Reduce -0.2% | 22,612 | $2.5M |
| Ehrlich Financial Group | 1.47% | Add +72.5% | 22,389 | $2.5M |
| HFG Advisors, Inc. | 1.80% | Reduce -18.9% | 22,104 | $2.4M |
| Principia Wealth Advisory, LLC | 1.74% | Reduce -27.9% | 22,081 | $2.4M |
| Keebeck Wealth Management | 0.29% | Add +21.2% | 21,831 | $2.4M |
| Blair William & Co. | 0.01% | Add +20.7% | 21,630 | $2.4M |
| Ethos Financial Group, LLC | 0.19% | Reduce -6.0% | 21,389 | $2.4M |
| Eagle Rock Investment Company, LLC | 0.35% | No change | 21,005 | $2.3M |
| Principal Securities, Inc. | 0.04% | Add +2.5% | 20,819 | $2.3M |
| OneAscent Financial Services LLC | 0.15% | New | 20,813 | $2.3M |
| Strategy Asset Managers LLC | 0.41% | Reduce -32.0% | 20,749 | $2.3M |
| Axxcess Wealth Management, LLC | 0.05% | Reduce -18.0% | 20,436 | $2.3M |
| Sweeney & Michel, LLC | 0.75% | Add +10.1% | 20,220 | $2.2M |
| Tempus Wealth Planning, LLC | 0.51% | Reduce -26.6% | 19,960 | $2.2M |
| Realta Investment Advisors | 0.74% | Add +16.2% | 19,914 | $2.2M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -16.3% | 19,856 | $2.2M |
| Compound Planning, Inc. | 0.07% | Add +7.9% | 19,727 | $2.2M |
| MMBG Investment Advisors Co. | 0.19% | Reduce -0.0% | 19,400 | $2.1M |
| Clearstead Advisors, LLC | 0.03% | Reduce -38.0% | 19,321 | $2.1M |
| Fermata Advisors, LLC | 0.54% | Reduce -2.3% | 19,240 | $2.1M |
| Abacus Planning Group, Inc. | 0.29% | Add +0.0% | 19,117 | $2.1M |
| United Capital Financial Advisors, LLC | 0.02% | Add +8.4% | 19,083 | $2.1M |
| Heartland Bank & Trust Co | 0.87% | Add +6.0% | 18,964 | $2.1M |
| Birchcreek Wealth Management, LLC | 1.08% | Reduce -2.3% | 18,925 | $2.1M |
| Aspiriant, LLC | 0.06% | Reduce -1.2% | 18,830 | $2.1M |
| Bison Wealth, LLC | 0.19% | Add +11.7% | 18,767 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +4.2% | 18,302 | $2.0M |
| Inspirion Wealth Advisors, LLC | 0.28% | No change | 18,190 | $2.0M |
| Foundry Financial Group, Inc. | 1.03% | Reduce -7.9% | 17,679 | $2.0M |
| Wick Capital Partners, LLC | 0.46% | Reduce -21.1% | 27,479 | $1.9M |
| Clear Creek Financial Management, LLC | 0.17% | Reduce -60.3% | 17,520 | $1.9M |
| Financial Management Professionals, Inc. | 0.20% | Add +1.5% | 17,221 | $1.9M |
| Authentikos Wealth Advisory, LLC | 1.25% | Reduce -1.4% | 17,168 | $1.9M |
| Greenspring Advisors, LLC | 0.33% | — | 16,923 | $1.9M |
| Capital Advisors, Ltd. LLC | 0.21% | Reduce -1.1% | 16,893 | $1.9M |
| Lincoln Capital Corp. | 0.67% | Add +3.9% | 16,799 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Add +7.5% | 16,697 | $1.8M |
| Patten & Patten Inc. | 0.11% | New | 16,322 | $1.8M |
| Engineers Gate Manager LP | 0.02% | Add +4.2% | 16,094 | $1.8M |
| CWA Asset Management Group, LLC | 0.07% | New | 15,958 | $1.8M |
| GenWealth Group, Inc. | 0.32% | Reduce -2.2% | 15,652 | $1.7M |
| First Horizon Corp. | 0.08% | — | 15,625 | $1.7M |
| Bell Bank | 0.07% | Reduce -9.4% | 15,497 | $1.7M |
| Central Bank & Trust Co. | 0.27% | Reduce -22.9% | 15,308 | $1.7M |
| Cibc World Market Inc. | 0.00% | Add +16.0% | 15,230 | $1.7M |
| Arrien Investments, Inc. | 0.98% | Reduce -32.9% | 15,130 | $1.7M |
| Balentine LLC | 0.06% | Reduce -49.4% | 15,026 | $1.7M |
| Eagle Global Advisors LLC | 0.06% | Add +41.4% | 14,984 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -1.9% | 14,846 | $1.6M |
| Retirement Capital Strategies | 0.63% | Add +28.3% | 14,781 | $1.6M |
| Park Avenue Securities LLC | 0.01% | Add +7.5% | 14,752 | $1.6M |
| Coppell Advisory Solutions LLC | 0.17% | Reduce -41.5% | 14,701 | $1.6M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -11.6% | 14,671 | $1.6M |
| Private Trust Co. NA | 0.14% | Add +8.7% | 14,575 | $1.6M |
| Turning Point Benefit Group, Inc. | 0.96% | Reduce -11.7% | 14,379 | $1.6M |
| Prospera Financial Services Inc | 0.03% | Reduce -1.4% | 14,246 | $1.6M |
| Destination Wealth Management | 0.04% | Add +13.1% | 14,193 | $1.6M |
| Advisory Alpha, LLC | 0.04% | Add +1.4% | 14,113 | $1.6M |
| Fonville Wealth Management LLC | 0.35% | Add +4.9% | 14,013 | $1.5M |
| FMR LLC | 0.00% | Reduce -1.5% | 13,693 | $1.5M |
| LM Advisors LLC | 0.22% | No change | 13,572 | $1.5M |
| Arkfeld Wealth Strategies, L.L.C. | 0.54% | Reduce -3.1% | 13,316 | $1.5M |
| Legacy Wealth Managment, LLC | 0.66% | Add +49.1% | 13,212 | $1.5M |
| Kings Path Partners LLC | 0.53% | Reduce -1.5% | 12,905 | $1.4M |
| Pathstone Holdings, LLC | 0.01% | Reduce -6.5% | 12,594 | $1.4M |
| Wealth Alliance, LLC | 0.14% | Reduce -81.8% | 12,437 | $1.4M |
| Pinnacle Financial Partners Inc | 0.03% | Reduce -51.4% | 12,393 | $1.4M |
| Benedict Financial Advisors Inc. | 0.30% | Add +17.2% | 12,337 | $1.4M |
| Western Financial Corp | 0.59% | Reduce -3.8% | 12,291 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -17.2% | 12,232 | $1.4M |
| Perennial Advisors, LLC | 0.23% | Add +2.8% | 12,158 | $1.3M |
| Rehmann Capital Advisory Group | 0.07% | Add +2.3% | 12,134 | $1.3M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -3.6% | 12,125 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Reduce -3.7% | 12,116 | $1.3M |
| Sage Advisory Services, Ltd.Co. | 0.70% | No change | 12,078 | $1.3M |
| Frontier Asset Management, LLC | 0.33% | Reduce -6.5% | 11,894 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +56.3% | 11,868 | $1.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -4.4% | 11,728 | $1.3M |
| Compass Ion Advisors, LLC | 0.12% | Reduce -4.3% | 11,612 | $1.3M |
| Pathway Financial Advisors LLC | 0.17% | No change | 11,481 | $1.3M |
| Balefire, LLC | 0.25% | Reduce -26.1% | 11,366 | $1.3M |
| Choreo, LLC | 0.02% | Reduce -4.1% | 11,316 | $1.3M |
| Vise Technologies, Inc. | 0.05% | Reduce -36.5% | 11,300 | $1.2M |
| Pure Portfolios Holdings LLC | 0.39% | Add +1.0% | 11,244 | $1.2M |
| One Capital Management, LLC | 0.04% | Add +52.9% | 11,203 | $1.2M |
| Brown Advisory Inc. | 0.00% | Reduce -25.7% | 11,186 | $1.2M |
| Darden Wealth Group Inc | 0.64% | Reduce -2.7% | 11,116 | $1.2M |
| Edgemoor Investment Advisors, Inc. | 0.10% | Reduce -2.6% | 11,105 | $1.2M |
| Crews Bank & Trust | 0.18% | Reduce -1.5% | 10,898 | $1.2M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -74.7% | 10,771 | $1.2M |
| Cidel Asset Management Inc. | 0.07% | Reduce -0.1% | 10,649 | $1.2M |
| Hilltop Holdings Inc. | 0.06% | Reduce -14.2% | 10,594 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +0.7% | 10,445 | $1.2M |
| Headlands Technologies LLC | 0.09% | Reduce -1.5% | 10,364 | $1.1M |
| Cunning Capital Partners, LP | 0.51% | No change | 10,000 | $1.1M |
| Brian Low Financial Group, LLC | 0.85% | Reduce -3.5% | 9,869 | $1.1M |
| Millennium Management | 0.00% | Reduce -55.1% | 9,864 | $1.1M |
| Sagespring Wealth Partners, LLC | 0.02% | Add +168.8% | 9,842 | $1.1M |
| Ifrah Financial Services, Inc. | 0.28% | Reduce -0.7% | 9,762 | $1.1M |
| Trustmark Bank Trust Department | 0.07% | Add +1.5% | 9,675 | $1.1M |
| Lowery Thomas, LLC | 0.62% | Add +8.8% | 9,673 | $1.1M |
| Keel Point, LLC | 0.07% | Add +190.0% | 9,653 | $1.1M |
| Consilium Wealth Advisory, LLC | 0.40% | Add +23.2% | 9,449 | $1.0M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -4.8% | 9,342 | $1.0M |
| GTS Securities LLC | 0.04% | Reduce -88.1% | 9,316 | $1.0M |
| Whittier Trust Co. | 0.01% | No change | 9,320 | $1.0M |
| Arkos Global Advisors | 0.13% | Reduce -3.0% | 9,282 | $1.0M |
| Brookstone Capital Management | 0.01% | Reduce -5.2% | 9,276 | $1.0M |
| Sandy Cove Advisors, LLC | 0.32% | Reduce -0.5% | 9,155 | $1.0M |
| Rosenberg Matthew Hamilton | 0.22% | No change | 9,119 | $1.0M |
| IFG Advisory, LLC | 0.05% | Add +3.4% | 9,082 | $1.0M |
| Voya Financial Advisors, Inc. | 0.10% | Add +31.4% | 8,969 | $991K |
| Courage Miller Partners, LLC | 0.30% | Add +9.6% | 8,965 | $991K |
| North Star Investment Management Corp. | 0.06% | Add +18.5% | 8,919 | $985K |
| Spinnaker Investment Group, LLC | 0.18% | Reduce -17.3% | 8,847 | $977K |
| SOL Capital Management CO | 0.09% | Reduce -6.0% | 8,820 | $975K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -9.4% | 8,802 | $973K |
| Westfuller Advisors, LLC | 0.44% | No change | 8,755 | $967K |
| Mattern Capital Management, LLC | 0.11% | Add +73.9% | 8,752 | $967K |
| Callan Family Office, LLC | 0.03% | Add +0.5% | 8,752 | $967K |
| Regal Investment Advisors LLC | 0.06% | Reduce -2.4% | 8,691 | $960K |
| Level Four Advisory Services, LLC | 0.03% | Add +103.2% | 8,675 | $959K |
| Argent Trust Co | 0.03% | Add +150.7% | 8,672 | $958K |
| Core Wealth Advisors, Inc. | 0.25% | No change | 8,599 | $950K |
| Sierra Capital LLC | 0.10% | Reduce -68.6% | 8,476 | $937K |
| Bank of New York Mellon Corp | 0.00% | Add +1.4% | 8,315 | $919K |
| Plum Street Advisors, LLC | 0.35% | No change | 8,304 | $918K |
| Silver Oak Securities, Incorporated | 0.07% | Add +10.9% | 8,229 | $909K |
| Insight Wealth Partners, LLC | 0.40% | Add +8.1% | 8,163 | $902K |
| Boston Family Office LLC | 0.06% | No change | 8,116 | $897K |
| Fortis Advisors, LLC | 0.51% | Add +1.0% | 8,074 | $892K |
| Vontobel Holding Ltd. | 0.00% | Reduce -5.4% | 8,000 | $884K |
| Founders Grove Wealth Partners, LLC | 0.21% | Add +295.8% | 7,963 | $880K |
| Dynamic Advisor Solutions LLC | 0.03% | Reduce -34.3% | 7,943 | $878K |
| Two Sigma Securities, LLC | 0.13% | Add +180.9% | 7,871 | $870K |
| Signal Advisors Wealth, LLC | 0.08% | Add +40.3% | 7,870 | $870K |
| Global View Capital Management LLC | 0.18% | Add +10.8% | 7,821 | $864K |
| ARS Wealth Advisors Group, LLC | 0.09% | Reduce -55.2% | 7,821 | $864K |
| Woodley Farra Manion Portfolio Management Inc. | 0.04% | No change | 7,679 | $848K |
| Schrum Private Wealth Management LLC | 0.61% | Add +1.6% | 7,541 | $833K |
| Flagship Private Wealth, LLC | 0.33% | Reduce -52.3% | 7,513 | $830K |
| Dominguez Wealth Management Solutions, Inc. | 0.52% | Add +0.3% | 7,480 | $826K |
| Cabana LLC | 5.01% | Add +0.8% | 7,417 | $820K |
| Roberts Financial Services LLC | 0.26% | Reduce -0.2% | 7,416 | $819K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -5.2% | 7,360 | $813K |
| Calton & Associates, Inc. | 0.12% | Reduce -53.9% | 7,342 | $811K |
| Centaurus Financial, Inc. | 0.04% | Reduce -16.4% | 7,284 | $805K |
| Investment Partners Asset Management, Inc. | 0.53% | No change | 7,275 | $804K |
| Flagstar Securities, Inc. | 0.24% | Add +0.6% | 7,235 | $799K |
| Jacobi Capital Management LLC | 0.05% | Reduce -1.2% | 7,174 | $793K |
| Blalock Williams, LLC | 0.69% | Add +1.4% | 7,101 | $785K |
| Roble, Belko & Company, Inc | 0.11% | No change | 7,033 | $777K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -18.1% | 7,019 | $776K |
| Watts Gwilliam & Co., LLC | 0.13% | No change | 7,018 | $775K |
| EdgeRock Capital LLC | 0.22% | Add +193.4% | 7,004 | $774K |
| B.O.S.S. Retirement Advisors, LLC | 0.18% | Reduce -7.6% | 6,986 | $772K |
| Fifth Third Bancorp | 0.00% | Add +682.7% | 6,911 | $764K |
| Aft, Forsyth & Company, Inc. | 0.36% | Reduce -63.8% | 6,795 | $751K |
| Formidable Asset Management, LLC | 0.12% | Reduce -0.7% | 6,765 | $747K |
| Black Diamond Financial, LLC | 0.08% | Reduce -0.6% | 6,740 | $745K |
| Finley Financial, LLC | 0.34% | Reduce -1.5% | 6,685 | $739K |
| Valpey Financial Services, LLC | 0.48% | Reduce -2.1% | 6,644 | $734K |
| Waterloo Capital, L.P. | 0.05% | New | 6,600 | $729K |
| Gryphon Financial Partners LLC | 0.08% | No change | 6,540 | $723K |
| Gotham Asset Management | 0.00% | Add +124.9% | 6,539 | $722K |
| Sigma Planning Corp | 0.02% | Add +0.1% | 6,515 | $720K |
| Archer Investment Corp | 0.16% | Reduce -5.9% | 6,454 | $713K |
| Aries Wealth Management | 0.17% | Add +1.2% | 6,414 | $709K |
| Advisor OS, LLC | 0.06% | Add +0.8% | 6,396 | $707K |
| WealthTrak Capital Management LLC | 0.58% | Reduce -46.7% | 6,393 | $706K |
| Foster Group, Inc. | 0.02% | Add +16.0% | 6,380 | $705K |
| Alesco Advisors, LLC, An ESL Co | 0.02% | Reduce -1.7% | 6,380 | $705K |
| Severin Investments, LLC | 0.62% | Add +3.3% | 6,341 | $701K |
| ORG Partners LLC | 0.13% | Reduce -4.2% | 6,340 | $700K |
| Geometric Wealth Advisors | 0.09% | New | 6,336 | $700K |
| Leelyn Smith, LLC | 0.11% | Reduce -38.8% | 6,316 | $698K |
| Castle Rock Wealth Management, LLC | 0.15% | Reduce -7.0% | 6,330 | $697K |
| Sfmg, LLC | 0.05% | Reduce -3.7% | 6,299 | $696K |
| Fiduciary Financial Group, LLC | 0.11% | Reduce -0.1% | 6,288 | $695K |
| Apella Capital, LLC | 0.02% | Add +7.7% | 6,286 | $693K |
| Burford Brothers, Inc. | 0.30% | Reduce -66.4% | 6,269 | $693K |
| Armstrong Advisory Group, Inc. | 0.05% | Add +40.3% | 6,245 | $690K |
| Transcendent Capital Group LLC | 0.30% | No change | 6,148 | $679K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Add +168.8% | 6,064 | $670K |
| JFS Wealth Advisors, LLC | 0.04% | Add +40.2% | 6,007 | $664K |
| Waverly Advisors, LLC | 0.01% | Add +46.2% | 5,913 | $653K |
| Leibman Financial Services, Inc. | 0.49% | Reduce -19.4% | 5,890 | $651K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -32.1% | 5,825 | $644K |
| Integrity Alliance, Llc. | 0.03% | Add +23.7% | 5,805 | $641K |
| Mayflower Financial Advisors, LLC | 0.08% | No change | 5,781 | $639K |
| Algorithmic Investment Models, LLC | 0.42% | Reduce -0.6% | 5,734 | $634K |
| Innova Wealth Partners | 0.34% | Reduce -3.4% | 5,662 | $626K |
| Apexium Financial, LP | 0.03% | New | 5,655 | $625K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -16.0% | 5,654 | $625K |
| Norris Perne & French LLP | 0.04% | New | 5,633 | $622K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -7.6% | 5,565 | $615K |
| National Wealth Management Group, LLC | 0.23% | New | 5,521 | $610K |
| Ceeto Capital Group, LLC | 0.18% | No change | 5,500 | $608K |
| Rinkey Investments | 0.16% | Reduce -9.0% | 5,447 | $602K |
| MGB Wealth Management, LLC | 0.17% | No change | 5,312 | $587K |
| First Wilshire Securities Management Inc. | 0.15% | Add +1.1% | 5,269 | $582K |
| Exencial Wealth Advisors, LLC | 0.02% | Add +0.4% | 5,262 | $581K |
| Sicart Associates LLC | 0.15% | No change | 5,150 | $569K |
| 17 Capital Partners, LLC | 0.31% | Add +0.2% | 5,124 | $566K |
| Rockland Trust Co. | 0.02% | New | 5,124 | $566K |
| Intellus Advisors LLC | 0.08% | Reduce -66.7% | 5,074 | $561K |
| Capital Group Private Client Services, Inc. | 0.01% | No change | 5,000 | $552K |
| Private Advisory Group LLC | 0.05% | Reduce -94.0% | 4,996 | $552K |
| Captrust Financial Advisors | 0.00% | Add +1.5% | 4,959 | $548K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.8% | 4,926 | $544K |
| Lake Hills Wealth Management, LLC | 0.28% | Reduce -19.7% | 4,822 | $533K |
| World Investment Advisors | 0.01% | Add +1.0% | 4,805 | $531K |
| Integrated Advisors Network LLC | 0.02% | Reduce -1.4% | 4,780 | $528K |
| Pecaut & Co. | 0.17% | Reduce -8.8% | 4,703 | $520K |
| Silverlake Wealth Management LLC | 0.13% | New | 4,684 | $518K |
| Pinnacle Associates Ltd. | 0.01% | Add +20.8% | 4,669 | $516K |
| Leo Wealth, LLC | 0.07% | Reduce -13.6% | 4,655 | $514K |
| Wealthcare Capital Management LLC | 0.05% | No change | 4,646 | $513K |
| Savant Capital, LLC | 0.00% | Reduce -15.0% | 4,608 | $509K |
| Capital Asset Advisory Services LLC | 0.02% | Reduce -45.6% | 4,606 | $509K |
| NorthRock Partners, LLC | 0.01% | New | 4,597 | $508K |
| Salomon & Ludwin, LLC | 0.05% | Reduce -30.9% | 4,552 | $502K |
| Triumph Capital Management | 0.13% | Reduce -0.6% | 4,513 | $499K |
| McDonald Partners LLC | 0.15% | Reduce -0.6% | 4,500 | $497K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 4,450 | $492K |
| Hudson Portfolio Management LLC | 0.43% | Reduce -30.7% | 4,400 | $486K |
| Fortis Group Advisors, LLC | 0.08% | Reduce -41.4% | 4,361 | $482K |
| Gallagher Fiduciary Advisors, LLC | 0.02% | Reduce -99.1% | 4,345 | $480K |
| Montecito Bank & Trust | 0.07% | — | 4,310 | $476K |
| TCP Asset Management, LLC | 0.08% | No change | 4,305 | $476K |
| Regatta Capital Group, LLC | 0.07% | Reduce -0.7% | 4,269 | $472K |
| High Note Wealth, LLC | 0.09% | Reduce -4.7% | 4,252 | $470K |
| Root Financial Partners, LLC | 0.03% | Reduce -50.3% | 4,229 | $467K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -36.0% | 4,222 | $466K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -13.5% | 4,216 | $466K |
| Raelipskie Partnership | 0.20% | No change | 4,200 | $464K |
| 1834 Investment Advisors Co. | 0.06% | Reduce -28.8% | 4,188 | $463K |
| Brighton Jones LLC | 0.01% | Reduce -1.9% | 4,170 | $461K |
| Heritage Oak Wealth Advisors LLC | 0.17% | Reduce -2.4% | 4,135 | $457K |
| Romano Brothers and Company | 0.05% | No change | 4,078 | $451K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,078 | $451K |
| Intergy Private Wealth, LLC | 0.14% | Add +1.2% | 4,039 | $446K |
| Acute Investment Advisory, LLC | 3.72% | Reduce -16.7% | 4,008 | $443K |
| Western Wealth Management, LLC | 0.02% | Add +1.3% | 4,004 | $442K |
| Jessup Wealth Management, Inc | 0.16% | Add +1.3% | 3,976 | $439K |
| J. Safra Sarasin Holding AG | 0.01% | No change | 3,956 | $437K |
| North Capital, Inc. | 0.33% | Add +0.0% | 3,892 | $430K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -19.9% | 3,876 | $428K |
| Beacon Bank & Trust | 0.09% | Reduce -79.3% | 3,875 | $428K |
| RDA Financial Network | 0.10% | Reduce -22.1% | 3,778 | $417K |
| Caprock Group, LLC | 0.01% | — | 3,757 | $415K |
| MFA Wealth Services | 0.29% | Reduce -11.4% | 3,753 | $415K |
| Madison Asset Management, LLC | 0.00% | Reduce -39.3% | 3,748 | $414K |
| A4 Wealth Advisors LLC | 0.35% | — | 3,744 | $414K |
| Private Client Services, LLC | 0.14% | Reduce -65.8% | 3,721 | $411K |
| Bearing Point Capital, LLC | 0.07% | Reduce -12.8% | 3,700 | $409K |
| Drive Wealth Management, LLC | 0.09% | Reduce -94.9% | 3,696 | $408K |
| Cairn Investment Group, Inc. | 0.18% | Reduce -1.4% | 3,625 | $401K |
| Investment Partners, LTD. | 0.14% | No change | 3,627 | $401K |
| Tompkins Financial Corp. | 0.03% | No change | 3,626 | $401K |
| VestGen Investment Management | 0.24% | Add +20.8% | 3,624 | $400K |
| LTG Capital LLC | 0.31% | No change | 3,620 | $400K |
| GeoWealth Management, LLC | 0.01% | Reduce -6.1% | 3,459 | $382K |
| Summa Corp. | 0.17% | Reduce -11.6% | 3,450 | $381K |
| Virtus Family Office LLC | 0.35% | Reduce -53.4% | 3,412 | $377K |
| Probity Advisors, Inc. | 0.06% | No change | 3,381 | $374K |
| Physician Wealth Solutions Inc. | 0.16% | No change | 3,378 | $373K |
| Fortitude Advisory Group L.L.C. | 0.20% | No change | 3,373 | $373K |
| Stanley-Laman Group, Ltd. | 0.05% | Reduce -2.5% | 3,304 | $365K |
| Hemington Wealth Management | 0.05% | Add +0.1% | 3,296 | $364K |
| Sage Financial Group Inc. | 0.02% | Add +2.8% | 3,290 | $364K |
| Crane Advisory, LLC | 0.06% | Reduce -1.6% | 3,296 | $363K |
| Prostatis Group LLC | 0.09% | Add +7.2% | 3,287 | $363K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -9.9% | 3,253 | $359K |
| Sovran Advisors, LLC | 0.03% | Reduce -92.1% | 3,227 | $357K |
| M&T Bank Corp | 0.00% | Add +1.7% | 3,204 | $354K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -27.3% | 3,201 | $354K |
| Signaturefd, LLC | 0.01% | Reduce -56.2% | 3,182 | $352K |
| Strategic Financial Partners, Ltd. | 0.16% | Add +2.6% | 3,175 | $351K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -4.4% | 3,086 | $341K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -4.3% | 3,075 | $340K |
| Beverly Hills Private Wealth, LLC | 0.06% | Reduce -17.8% | 3,012 | $333K |
| Hanover Advisors Inc. | 0.13% | No change | 2,993 | $331K |
| Slagle Financial, LLC | 0.12% | No change | 2,986 | $330K |
| Clarity Financial LLC | 0.03% | Reduce -0.2% | 2,959 | $327K |
| Financial Architects, LLC | 0.19% | Reduce -0.3% | 2,955 | $326K |
| Aprio Wealth Management, LLC | 0.03% | Add +1.0% | 2,954 | $326K |
| Trek Financial, LLC | 0.02% | No change | 2,901 | $321K |
| JTC Employer Solutions Trustee Ltd | 0.03% | No change | 2,882 | $318K |
| Accredited Investors Inc. | 0.02% | Add +2.1% | 2,871 | $317K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -4.1% | 2,868 | $317K |
| Van Hulzen Asset Management, LLC | 0.02% | Add +26.0% | 2,820 | $312K |
| PFG Advisors | 0.01% | New | 2,800 | $309K |
| J Hagan Capital, Inc. | 0.19% | New | 2,798 | $309K |
| Values First Advisors, Inc. | 0.16% | Add +69.5% | 2,730 | $302K |
| Vestcor Inc | 0.01% | No change | 2,725 | $301K |
| BNP Paribas Financial Markets | 0.00% | Reduce -98.2% | 2,709 | $299K |
| Nwam LLC | 0.02% | Add +0.5% | 2,687 | $297K |
| Abich Financial Wealth Management LLC | 0.10% | — | 2,587 | $286K |
| Cassaday & Co Wealth Management LLC | 0.01% | Reduce -2.4% | 2,566 | $284K |
| Clark Asset Management, LLC | 0.03% | Add +0.3% | 2,532 | $280K |
| Sugar Maple Asset Management, LLC | 0.20% | Reduce -8.3% | 2,515 | $278K |
| Maridea Wealth Management LLC | 0.04% | Reduce -12.7% | 2,513 | $277K |
| Howard Bailey Securities, LLC | 0.08% | No change | 2,464 | $272K |
| Vermillion & White Wealth Management Group, LLC | 0.15% | No change | 2,450 | $271K |
| CENTRAL TRUST Co | 0.01% | No change | 2,434 | $269K |
| RMR Wealth Builders | 0.02% | Add +0.3% | 2,405 | $266K |
| AQR Capital Management | 0.00% | New | 2,377 | $263K |
| Union Bancaire Privee, UBP SA | 0.00% | New | 2,360 | $261K |
| Virtue Capital Management, LLC | 0.04% | Reduce -36.1% | 11,642 | $259K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.7% | 2,323 | $257K |
| American Institute for Advanced Investment Management, LLP | 0.17% | Add +6.7% | 2,320 | $256K |
| Thrivent Financial for Lutherans | 0.00% | New | 2,316 | $256K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -60.0% | 2,312 | $255K |
| Quantinno Capital Management LP | 0.00% | Add +26.3% | 2,303 | $254K |
| J.Safra Asset Management Corp | 0.02% | Add +9.5% | 2,302 | $254K |
| Planned Solutions, Inc. | 0.09% | New | 2,280 | $252K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -0.4% | 2,252 | $249K |
| Summit Wealth Partners, LLC | 0.04% | No change | 2,248 | $248K |
| StrongBox Wealth, LLC | 0.08% | Add +1.3% | 2,246 | $248K |
| BridgePort Financial Solutions, LLC | 0.07% | Add +23.5% | 2,239 | $247K |
| Aventura Private Wealth, LLC | 0.09% | Reduce -22.7% | 2,217 | $245K |
| Mission Wealth Management, LP | 0.01% | No change | 2,191 | $242K |
| Money Concepts Capital Corp. | 0.01% | New | 2,145 | $237K |
| Integrated Capital Management, LLC | 0.10% | Add +0.1% | 2,139 | $236K |
| Almanack Investment Partners, LLC. | 0.04% | No change | 2,134 | $236K |
| Stonebridge Financial Group, LLC | 0.02% | New | 2,134 | $236K |
| Pinkerton Wealth, LLC | 0.02% | Reduce -8.9% | 2,099 | $232K |
| Daner Wealth Management, LLC | 0.15% | No change | 2,100 | $232K |
| Wedmont Private Capital | 0.01% | No change | 2,088 | $230K |
| Ascentis Independent Advisors | 0.04% | No change | 2,069 | $229K |
| Savvy Advisors, Inc. | 0.01% | Reduce -0.4% | 2,057 | $227K |
| GC Wealth Management RIA, LLC | 0.01% | Add +1.2% | 2,052 | $227K |
| Trueblood Wealth Management, LLC | 0.09% | Add +7.5% | 2,023 | $224K |
| Wealth Management Associates, Inc. | 0.08% | No change | 2,000 | $221K |
| WealthCare Investment Partners, LLC | 0.07% | Add +1.0% | 1,938 | $213K |
| Smith, Moore & Co. | 0.02% | Add +0.1% | 1,920 | $212K |
| Lauterbach Financial Advisors, LLC | 0.11% | Add +1.1% | 1,907 | $211K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 1,900 | $210K |
| Tiaa Trust, National Association | 0.00% | New | 1,889 | $209K |
| Pacific Center for Financial Services | 0.05% | Add +0.5% | 1,885 | $208K |
| Rossby Financial, LCC | 0.07% | Reduce -90.4% | 1,884 | $208K |
| Howard Financial Services, LTD. | 0.03% | Add +1.1% | 1,876 | $207K |
| Smith Salley Wealth Management | 0.01% | No change | 1,840 | $203K |
| Beckerman Institutional, LLC | 0.12% | Reduce -6.8% | 1,834 | $203K |
| Moors & Cabot, Inc. | 0.01% | Reduce -1.9% | 1,823 | $201K |
| Silver Oak Wealth Advisors Services, LLC | 0.13% | Reduce -24.5% | 1,815 | $201K |
| Wealth Preservation Advisors, LLC | 0.11% | No change | 1,643 | $182K |
| Robinson Value Management, Ltd. | 0.10% | No change | 1,585 | $175K |
| Investors Research Corp | 0.03% | Reduce -5.2% | 1,567 | $173K |
| SouthState Bank Corp | 0.01% | Reduce -84.7% | 1,352 | $149K |
| Kelleher Financial Advisors | 0.04% | Reduce -95.2% | 1,312 | $145K |
| Banque Cantonale Vaudoise | 0.00% | Add +6.8% | 1,196 | $132K |
| AllSquare Wealth Management LLC | 0.07% | No change | 1,183 | $131K |
| Front Row Advisors LLC | 0.04% | Reduce -23.3% | 1,021 | $113K |
| Quest 10 Wealth Builders, Inc. | 0.10% | Reduce -0.1% | 975 | $108K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -30.3% | 871 | $96K |
| Transamerica Financial Advisors, LLC | 0.01% | New | 865 | $96K |
| Anchor Investment Management, LLC | 0.01% | No change | 846 | $93K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -20.6% | 796 | $88K |
| Zions Bancorporation, National Association | 0.00% | No change | 793 | $88K |
| Beaird Harris Wealth Management, LLC | 0.01% | No change | 723 | $80K |
| Lazard Asset Management LLC | 0.00% | New | 660 | $73K |
| Stone House Investment Management, LLC | 0.01% | Add +3.1% | 636 | $70K |
| Friedenthal Financial | 0.03% | Add +3.4% | 548 | $61K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 526 | $58K |
| Highline Wealth Partners LLC | 0.02% | Add +355.8% | 515 | $57K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 510 | $56K |
| Noble Wealth Management PBC | 0.03% | — | 509 | $56K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.2% | 507 | $56K |
| Hoese & Co LLP | 0.04% | No change | 480 | $53K |
| Certuity, LLC | 0.00% | New | 18,564 | $51K |
| EPG Wealth Management LLC | 0.01% | No change | 454 | $50K |
| Quadrant Capital Group LLC | 0.00% | New | 453 | $50K |
| FIL Ltd | 0.00% | No change | 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% | No change | 349 | $39K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +8.2% | 305 | $34K |
| Tidemark, LLC | 0.01% | No change | 271 | $30K |
| IMA Advisory Services, Inc. | 0.00% | Reduce -98.5% | 269 | $30K |
| Phillips Financial Management, LLC | 0.00% | No change | 243 | $27K |
| JPL Wealth Management, LLC | 0.01% | New | 235 | $26K |
| Peck Wealth Management, LLC | 0.02% | — | 235 | $26K |
| Promus Capital, LLC | 0.01% | New | 198 | $22K |
| Atlantic Private Wealth, LLC | 0.01% | New | 181 | $20K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 164 | $18K |
| Murphy & Mullick Capital Management Corp | 0.01% | No change | 145 | $16K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Reduce -21.1% | 135 | $15K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 134 | $15K |
| Asset Management One Co., Ltd. | 0.00% | No change | 129 | $14K |
| Key Financial Inc | 0.00% | Add +11.7% | 124 | $14K |
| Bulwark Capital Corp | 0.01% | No change | 119 | $13K |
| SYM FINANCIAL Corp | 0.00% | Reduce -91.4% | 110 | $12K |
| Boreal Capital Management LLC | 0.01% | No change | 100 | $11K |
| Simplex Trading, LLC | 0.00% | New | 107 | $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. | 0.01% | Reduce -1.4% | 68 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 66 | $7K |
| Asset Dedication, LLC | 0.00% | Reduce -90.8% | 64 | $7K |
| Blue Trust, Inc. | 0.00% | Add +333.3% | 52 | $6K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 48 | $5K |
| Pineridge Advisors LLC | 0.00% | Add +2.4% | 43 | $5K |
| Creative Financial Designs Inc. | 0.00% | Reduce -26.4% | 39 | $4K |
| Pflug Koory, LLC | 0.00% | No change | 35 | $4K |
| Integrity Financial Corp | 0.00% | No change | 29 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 27 | $3K |
| Dogwood Wealth Management LLC | 0.00% | No change | 23 | $3K |
| Raleigh Capital Management Inc. | 0.00% | New | 20 | $2K |
| Global Wealth Strategies & Associates | 0.00% | New | 19 | $2K |
| Park Square Financial Group, LLC | 0.01% | Reduce -98.9% | 17 | $2K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -5.9% | 16 | $2K |
| Addison Advisors LLC | 0.00% | No change | 15 | $2K |
| Mather Group, Llc. | 0.00% | New | 11 | $1K |
| Breakwater Investment Management | 0.00% | No change | 10 | $1K |
| Smartleaf Asset Management LLC | 0.00% | New | 10 | $1K |
| Sound Income Strategies, LLC | 0.00% | Reduce -10.0% | 9 | $1K |
| PayPay Securities Corp | 0.04% | Add +350.0% | 9 | $975 |
| Caitlin John, LLC | 0.00% | New | 8 | $884 |
| New Millennium Group LLC | 0.00% | Reduce -12.5% | 7 | $786 |
| Rakuten Securities, Inc. | 0.00% | Reduce -99.8% | 4 | $442 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $332 |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 3 | $331 |
| Affinity Wealth LLC | 0.00% | No change | 2 | $221 |
| Richardson Financial Services Inc. | 0.00% | No change | 2 | $221 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $70 |
"% 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.