iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q2 2024 (June 30)575holders +3
49new positions
49sold out
2famous investors
$99.48avg. 13F price*
At the end of Q2 2024, 575 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 3 from Q1 2024. 49 opened new positions and 49 sold out. The largest holders were Betterment LLC ($335.6M), FMR LLC ($309.1M) and BlackRock Inc. ($179.6M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares 0-5 Year Tips Bond E
- CUSIP
- 46429B747
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 49 | $60.1M |
| Exits | 49 | $47.3M |
All 13F filers, Q1 2024 → Q2 2024: 5,922,665 shares bought and 3,908,396 shares sold, net +2,014,269 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 575 holders
| Betterment LLC | 0.87% | Add +8.3% | 3,373,251 | $335.6M |
| FMR LLC | 0.02% | Add +448.9% | 3,107,221 | $309.1M |
| BlackRock Inc. | 0.00% | Add +2.1% | 1,805,494 | $179.6M |
| Modera Wealth Management, LLC | 2.51% | Add +6.8% | 1,710,158 | $170.1M |
| Bank of America Corp. | 0.02% | Reduce -5.6% | 1,583,816 | $157.6M |
| Ritholtz Wealth Management | 4.69% | Add +3.8% | 1,428,505 | $142.1M |
| LPL Financial LLC | 0.06% | Reduce -6.4% | 1,261,670 | $125.5M |
| Morgan Stanley | 0.01% | Reduce -6.8% | 1,233,801 | $122.8M |
| Modern Wealth Management, LLC | 7.62% | Reduce -4.7% | 1,038,032 | $103.3M |
| Partners Capital Investment Group, LLP | 1.51% | Add +78.4% | 900,609 | $89.6M |
| Wealthcare Advisory Partners LLC | 2.51% | Add +6.2% | 807,384 | $80.3M |
| O'shaughnessy Asset Management, LLC | 0.78% | Add +6.3% | 761,196 | $75.7M |
| Ameriprise Financial Inc. | 0.02% | Reduce -4.8% | 741,172 | $74.0M |
| Wealthcare Capital Management LLC | 7.63% | Add +8.6% | 722,916 | $71.9M |
| AlTi Global, Inc. | 1.93% | Reduce -14.8% | 720,750 | $71.7M |
| State Street Corp. | 0.00% | Reduce -1.4% | 696,485 | $69.3M |
| Destination Wealth Management | 2.26% | Add +1.9% | 688,194 | $68.5M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -41.0% | 612,091 | $60.9M |
| Haverford Trust Co | 0.61% | Reduce -2.9% | 586,136 | $58.3M |
| 3EDGE Asset Management, LP | 4.42% | Reduce -2.7% | 566,746 | $56.4M |
| Keating Investment Counselors Inc. | 16.74% | Reduce -6.6% | 524,215 | $52.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.4% | 505,960 | $50.3M |
| M. Kulyk & Associates, LLC | 11.51% | Add +3.1% | 497,904 | $49.5M |
| Cerity Partners LLC | 0.13% | Add +2.8% | 468,679 | $46.5M |
| Tortoise Investment Management, LLC | 5.11% | Add +19.6% | 450,414 | $44.8M |
| Wells Fargo & Company | 0.01% | Reduce -11.8% | 450,091 | $44.8M |
| Dynasty Wealth Management, LLC | 1.24% | Reduce -4.7% | 424,117 | $42.2M |
| Flputnam Investment Management Co. | 0.78% | Add +6.0% | 419,745 | $41.8M |
| Quotient Wealth Partners, LLC | 1.43% | Reduce -4.4% | 410,143 | $40.8M |
| CENTRAL TRUST Co | 0.97% | Reduce -22.1% | 399,983 | $39.8M |
| Summitry LLC | 1.92% | Add +2.3% | 373,143 | $37.1M |
| Sigma Investment Counselors Inc. | 2.22% | Reduce -0.1% | 356,527 | $35.5M |
| Cetera Investment Advisers | 0.08% | Reduce -5.3% | 354,811 | $35.3M |
| Renaissance Technologies | 0.06% | Add +41.2% | 340,500 | $33.9M |
| LVW Advisors, LLC | 4.79% | Add +4.4% | 326,846 | $32.5M |
| SCS Capital Management LLC | 0.67% | Reduce -6.4% | 323,675 | $32.2M |
| Royal Bank of Canada | 0.01% | Add +26.4% | 320,117 | $31.8M |
| Pure Financial Advisors, LLC | 0.85% | Add +1.0% | 306,591 | $30.5M |
| UBS Group AG | 0.01% | Reduce -0.3% | 305,325 | $30.4M |
| Townsquare Capital LLC | 0.39% | Reduce -8.1% | 286,495 | $28.5M |
| New York Life Investment Management LLC | 0.27% | Add +415.8% | 268,939 | $26.8M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Reduce -15.8% | 267,191 | $26.6M |
| Austin Asset Management Co Inc | 5.65% | Add +2.9% | 266,947 | $26.6M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Reduce -0.5% | 259,541 | $25.8M |
| Abacus Planning Group, Inc. | 4.70% | Add +8.6% | 243,548 | $24.2M |
| Gould Asset Management LLC | 5.49% | Add +58.7% | 239,211 | $23.8M |
| Kestra Advisory Services, LLC | 0.13% | Add +305.4% | 238,579 | $23.7M |
| Kelman-Lazarov, Inc. | 4.42% | Add +4.5% | 238,342 | $23.7M |
| Victory Capital Management Inc. | 0.02% | No change | 235,579 | $23.4M |
| Composition Wealth, LLC | 0.57% | Add +10.0% | 233,013 | $23.2M |
| Altfest L J & Co. Inc. | 3.10% | Reduce -0.9% | 227,801 | $22.7M |
| Creative Planning | 0.02% | Reduce -19.0% | 227,070 | $22.6M |
| Empowered Funds, LLC | 0.38% | Add +123.3% | 223,754 | $22.1M |
| Strategic Wealth Investment Group, LLC | 2.69% | — | 215,130 | $21.3M |
| Greenline Partners, LLC | 3.22% | Add +2.6% | 213,550 | $21.1M |
| Wilshire Advisors LLC | 10.56% | Reduce -1.0% | 211,687 | $21.1M |
| HighTower Advisors, LLC | 0.03% | Add +6.8% | 211,218 | $21.0M |
| Rockland Trust Co. | 1.10% | Add +1.0% | 209,767 | $20.9M |
| Osaic Holdings, Inc. | 0.05% | Add +39.5% | 203,877 | $20.3M |
| Sensible Financial Planning & Management, LLC. | 4.28% | Add +5.0% | 199,195 | $19.8M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -6.0% | 190,365 | $18.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.56% | Reduce -3.2% | 185,799 | $18.5M |
| Jeppson Wealth Management, LLC | 7.02% | Reduce -3.1% | 184,851 | $18.4M |
| Elm Partners Management LLC | 1.39% | Add +78.5% | 182,045 | $18.1M |
| Prime Capital Investment Advisors, LLC | 0.27% | Reduce -1.0% | 181,606 | $18.1M |
| Stordahl Capital Management, Inc. | 4.45% | Add +5.8% | 178,887 | $17.8M |
| Parkside Advisors LLC | 4.48% | Add +3.6% | 176,417 | $17.6M |
| Corient Private Wealth LP | 0.03% | Reduce -7.3% | 175,760 | $17.5M |
| Orion Porfolio Solutions, LLC | 0.18% | Add +0.6% | 172,331 | $17.1M |
| Orion Portfolio Solutions, LLC | 0.18% | Add +0.6% | 172,331 | $17.1M |
| ProVise Management Group, LLC | 1.46% | Add +5.8% | 171,938 | $17.1M |
| Cable Hill Partners, LLC | 1.84% | Add +2.0% | 170,125 | $16.9M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -1.5% | 166,425 | $16.6M |
| Portland Global Advisors LLC | 2.22% | Add +5.5% | 164,623 | $16.4M |
| Cyndeo Wealth Partners, LLC | 1.26% | Add +3.9% | 161,621 | $16.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +16.0% | 154,312 | $15.4M |
| Kwmg, LLC | 1.62% | Add +6.5% | 150,620 | $15.0M |
| Dogwood Wealth Management LLC | 9.06% | Reduce -0.9% | 147,874 | $14.7M |
| Trilogy Capital Inc. | 0.79% | Reduce -0.6% | 146,508 | $14.6M |
| Financial Gravity Asset Management, Inc. | 3.60% | Add +13.1% | 145,580 | $14.4M |
| Family Firm, Inc. | 3.17% | Add +1.5% | 142,886 | $14.2M |
| Stifel Financial Corp. | 0.02% | Reduce -2.0% | 137,431 | $13.7M |
| Ancora Advisors LLC | 0.33% | Add +160.0% | 135,826 | $13.5M |
| Beacon Pointe Advisors, LLC | 0.16% | Reduce -4.8% | 134,935 | $13.4M |
| Northland Capital Management LLC | 9.35% | Add +0.5% | 134,226 | $13.4M |
| Stadion Money Management, LLC | 1.08% | New | 132,814 | $13.2M |
| Prudential Financial Inc. | 0.02% | Add +2.4% | 127,967 | $12.7M |
| Raymond James & Associates | 0.01% | Reduce -41.4% | 127,728 | $12.7M |
| Galvin, Gaustad & Stein, LLC | 1.19% | Reduce -0.7% | 126,518 | $12.6M |
| Ethos Financial Group, LLC | 2.18% | Add +1.8% | 123,573 | $12.3M |
| Guggenheim Capital LLC | 0.09% | Add +4.1% | 120,052 | $11.9M |
| AJ Advisors, LLC | 6.58% | Add +4.9% | 119,537 | $11.9M |
| Burt Wealth Advisors | 3.12% | Reduce -4.5% | 118,832 | $11.8M |
| Silver Oak Securities, Incorporated | 1.77% | Reduce -11.6% | 118,731 | $11.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -16.0% | 118,533 | $11.8M |
| Arkansas Financial Group, Inc. | 2.08% | Reduce -1.8% | 117,319 | $11.7M |
| New Capital Management LP | 3.42% | Reduce -0.5% | 112,109 | $11.2M |
| American Money Management, LLC | 2.32% | Reduce -0.6% | 109,300 | $10.9M |
| Municipal Employees' Retirement System of Michigan | 0.15% | Reduce -0.1% | 109,272 | $10.9M |
| Echo45 Advisors LLC | 7.44% | Add +7.7% | 106,446 | $10.6M |
| IFG Advisory, LLC | 0.68% | Reduce -0.2% | 105,703 | $10.5M |
| Park Edge Advisors, LLC | 3.21% | Add +4.4% | 105,632 | $10.5M |
| Alesco Advisors, LLC, An ESL Co | 0.34% | Add +2.5% | 103,825 | $10.3M |
| Courier Capital LLC | 0.81% | Reduce -11.6% | 101,888 | $10.1M |
| Integrated Wealth Concepts LLC | 0.14% | Add +29.5% | 99,815 | $9.9M |
| MML Investors Services, LLC | 0.04% | Reduce -14.6% | 97,705 | $9.7M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -10.0% | 95,576 | $9.5M |
| Walker Financial Services, Inc. | 7.26% | Reduce -9.2% | 93,291 | $9.3M |
| Exencial Wealth Advisors, LLC | 0.34% | Reduce -3.0% | 89,379 | $8.9M |
| Valmark Advisers, Inc. | 0.15% | Reduce -3.5% | 88,781 | $8.8M |
| Flow Traders U.S. LLC | 0.43% | Reduce -51.4% | 88,091 | $8.8M |
| BIP Wealth, LLC | 0.72% | Reduce -5.7% | 88,052 | $8.8M |
| Drake & Associates, LLC | 3.12% | Add +1.9% | 87,478 | $8.7M |
| Brass Tax Wealth Management, Inc. | 1.70% | New | 87,478 | $8.7M |
| Pinnacle Wealth Management Group, Inc. | 5.72% | Add +4.4% | 84,994 | $8.5M |
| Nisa Investment Advisors, LLC | 0.05% | New | 84,400 | $8.4M |
| NBT Bank, N.A. | 0.54% | Add +5.5% | 76,123 | $7.6M |
| Bleakley Financial Group, LLC | 0.21% | Reduce -8.3% | 74,318 | $7.4M |
| Simplicity Wealth,LLC | 0.17% | Reduce -8.3% | 74,318 | $7.4M |
| Elevate Wealth Advisory, Inc. | 5.89% | Add +14.5% | 72,950 | $7.3M |
| Westover Capital Advisors, LLC | 1.86% | Add +0.0% | 72,665 | $7.2M |
| Columbus Macro, LLC | 2.66% | Reduce -9.6% | 69,203 | $6.9M |
| Truist Financial Corp. | 0.01% | Reduce -11.7% | 68,497 | $6.8M |
| First Horizon Advisors, Inc. | 0.21% | Add +21.4% | 68,302 | $6.8M |
| Sterling Investment Advisors LLC | 4.06% | Add +0.3% | 66,883 | $6.7M |
| First Trust Bank, Ltd. | 19.31% | No change | 65,390 | $6.5M |
| Blair William & Co. | 0.02% | Add +4.3% | 64,236 | $6.4M |
| Hillcrest Wealth Advisors - NY, LLC | 3.34% | Reduce -5.2% | 62,295 | $6.2M |
| Integris Wealth Management, LLC | 1.76% | Add +5.0% | 61,335 | $6.1M |
| Signet Financial Management, LLC | 0.79% | Reduce -7.8% | 58,958 | $5.9M |
| B. Riley Wealth Advisors, Inc. | 0.15% | Reduce -27.3% | 57,464 | $5.7M |
| NorthCrest Asset Manangement, LLC | 0.19% | Add +3.9% | 57,247 | $5.7M |
| City State Bank | 2.31% | Add +1.2% | 56,827 | $5.7M |
| Baird Financial Group, Inc. | 0.01% | Reduce -13.1% | 55,483 | $5.5M |
| Performance Wealth Partners, LLC | 0.20% | Reduce -10.5% | 53,322 | $5.3M |
| Citadel Advisors | 0.01% | New | 52,596 | $5.2M |
| Buck Wealth Strategies, LLC | 1.50% | Add +490.9% | 50,934 | $5.1M |
| Equitable Holdings, Inc. | 0.05% | Add +32.4% | 50,707 | $5.0M |
| Ameritas Advisory Services, LLC | 0.19% | Add +12.2% | 50,408 | $5.0M |
| Leavell Investment Management, Inc. | 0.27% | Add +27.8% | 49,317 | $4.9M |
| Trivant Custom Portfolio Group, LLC | 2.99% | Add +12.3% | 48,983 | $4.9M |
| Equita Financial Network, Inc. | 2.01% | Add +6.2% | 48,354 | $4.8M |
| Arcataur Capital Management LLC | 1.71% | Reduce -1.4% | 48,319 | $4.8M |
| Pinnacle Financial Partners Inc | 0.10% | Add +1.2% | 48,311 | $4.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.02% | Add +1.1% | 47,500 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -12.3% | 46,682 | $4.6M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -3.5% | 46,316 | $4.6M |
| Jane Street Group, LLC | 0.01% | Reduce -78.8% | 46,039 | $4.6M |
| Altiora Financial Group, LLC | 1.09% | Add +253.6% | 45,793 | $4.6M |
| Kure Advisory, LLC | 3.68% | Add +2.3% | 45,055 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -5.0% | 43,829 | $4.4M |
| Mgo One Seven LLC | 0.20% | Add +17.3% | 42,615 | $4.2M |
| New Potomac Partners, LLC | 2.30% | Add +2.2% | 42,294 | $4.2M |
| Lutz Financial Services LLC | 0.36% | Add +31.9% | 41,877 | $4.2M |
| Mackenzie Financial Corp. | 0.01% | Add +6.8% | 40,800 | $4.1M |
| Faithward Advisors, LLC | 0.70% | New | 39,136 | $3.9M |
| Cibc World Market Inc. | 0.01% | Add +0.1% | 39,010 | $3.9M |
| Friedenthal Financial | 2.36% | Add +8.4% | 38,057 | $3.8M |
| Soltis Investment Advisors LLC | 0.40% | Reduce -2.0% | 37,744 | $3.8M |
| RDA Financial Network | 1.22% | Reduce -8.2% | 37,274 | $3.7M |
| Aptus Capital Advisors, LLC | 0.07% | Add +308.8% | 37,140 | $3.7M |
| Alhambra Investment Management LLC | 1.96% | New | 35,980 | $3.6M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -18.6% | 35,750 | $3.6M |
| Martin Capital Partners, LLC | 1.42% | Add +1.6% | 35,421 | $3.5M |
| Sigma Planning Corp | 0.11% | Reduce -25.4% | 34,891 | $3.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +38.5% | 34,720 | $3.5M |
| Retireful, LLC | 1.61% | Reduce -2.9% | 34,385 | $3.4M |
| Cascade Financial Partners, LLC | 0.45% | Add +0.4% | 34,174 | $3.4M |
| AE Wealth Management LLC | 0.03% | Add +572.5% | 33,779 | $3.4M |
| Phillips Financial Management, LLC | 0.28% | Reduce -3.1% | 33,574 | $3.3M |
| HBW Advisory Services LLC | 0.55% | Reduce -5.6% | 33,529 | $3.3M |
| Atria Investments, Inc | 0.04% | Reduce -0.4% | 33,238 | $3.3M |
| Evexia Wealth LLC | 1.24% | Add +55.5% | 33,216 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Reduce -2.3% | 33,054 | $3.3M |
| Slow Capital, Inc. | 0.53% | Add +5.4% | 32,798 | $3.3M |
| Lake Hills Wealth Management, LLC | 2.32% | Add +6.8% | 32,538 | $3.2M |
| Home Federal Bank of Tennessee | 0.98% | Reduce -0.6% | 32,434 | $3.2M |
| CFS Investment Advisory Services, LLC | 0.26% | Add +0.6% | 32,407 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Reduce -45.0% | 32,357 | $3.2M |
| Mariner, LLC | 0.01% | Reduce -1.1% | 31,476 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | New | 30,300 | $3.0M |
| Tower Wealth Partners, Inc. | 1.85% | Reduce -18.5% | 30,102 | $3.0M |
| Susquehanna International Group, LLP | 0.01% | Reduce -55.6% | 29,817 | $3.0M |
| Choreo, LLC | 0.05% | Add +5.5% | 29,822 | $3.0M |
| Treynor Bancshares, Inc. | 3.09% | Reduce -58.4% | 29,671 | $3.0M |
| Physician Wealth Advisors, Inc. | 0.54% | Add +2.9% | 29,456 | $2.9M |
| Madden Advisory Services, Inc. | 1.46% | Add +2.5% | 28,875 | $2.9M |
| Centaurus Financial, Inc. | 0.19% | Reduce -35.3% | 28,681 | $2.9M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +3.7% | 28,561 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Add +25.1% | 27,885 | $2.8M |
| Fifth Third Securities, Inc. | 0.25% | Add +5.8% | 27,718 | $2.8M |
| James Investment Research, Inc. | 0.32% | Reduce -21.6% | 27,094 | $2.7M |
| CreativeOne Wealth, LLC | 0.13% | Add +7.6% | 26,209 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.49% | Reduce -0.0% | 25,746 | $2.6M |
| Hilltop Holdings Inc. | 0.30% | Reduce -12.8% | 25,528 | $2.5M |
| Heck Capital Advisors, LLC | 0.31% | Reduce -55.2% | 25,037 | $2.5M |
| Fortis Advisors, LLC | 1.73% | Add +1.4% | 24,706 | $2.5M |
| Citigroup Inc. | 0.00% | Reduce -5.1% | 24,670 | $2.5M |
| Peak Financial Management, Inc. | 0.75% | Add +64.9% | 24,009 | $2.4M |
| USAdvisors Wealth Management, LLC | 0.84% | Reduce -2.2% | 23,967 | $2.4M |
| Chesapeake Capital Corp. | 3.09% | Reduce -51.4% | 23,689 | $2.4M |
| Tidal Investments LLC | 0.03% | Add +56.4% | 23,689 | $2.4M |
| Greenleaf Trust | 0.02% | Reduce -3.6% | 23,630 | $2.4M |
| Breakwater Capital Group | 0.51% | Add +4.0% | 22,763 | $2.3M |
| Stone Summit Wealth LLC | 0.79% | Add +5.5% | 22,041 | $2.2M |
| Forefront Analytics, LLC | 1.05% | Reduce -2.0% | 22,030 | $2.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.2% | 21,963 | $2.2M |
| Cambridge Associates LLC /Ma/ | 0.10% | No change | 21,910 | $2.2M |
| Fairview Capital Investment Management, LLC | 0.12% | Add +5.0% | 21,780 | $2.2M |
| Nations Financial Group Inc, /Ia/ | 0.18% | Add +25.8% | 21,579 | $2.1M |
| Maltin Wealth Management, Inc. | 1.15% | Add +18.0% | 21,533 | $2.1M |
| Cwm, LLC | 0.01% | Reduce -15.4% | 21,230 | $2.1M |
| Captrust Financial Advisors | 0.01% | Reduce -3.5% | 20,990 | $2.1M |
| Principal Financial Group Inc. | 0.00% | Add +80.0% | 20,245 | $2.0M |
| Lazari Capital Management, Inc. | 0.89% | New | 19,840 | $2.0M |
| LifeGuide Financial Advisors, LLC | 0.96% | Add +2.2% | 19,829 | $2.0M |
| Bell Investment Advisors, Inc | 0.39% | Reduce -12.1% | 19,748 | $2.0M |
| Sharper & Granite LLC | 0.93% | Add +7.3% | 19,606 | $2.0M |
| BTG Pactual Asset Management US LLC | 0.49% | — | 19,490 | $1.9M |
| First Command Advisory Services, Inc. | 0.02% | Reduce -92.0% | 19,441 | $1.9M |
| 49 Wealth Management, LLC | 0.38% | Reduce -83.3% | 19,435 | $1.9M |
| Passive Capital Management, LLC. | 0.71% | Add +0.8% | 19,097 | $1.9M |
| Portside Wealth Group, LLC | 0.35% | Reduce -17.7% | 18,290 | $1.8M |
| D L Carlson Investment Group Inc. | 0.34% | Add +21.5% | 17,928 | $1.8M |
| Prairie Wealth Advisors, Inc. | 0.90% | Reduce -18.9% | 17,845 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -22.5% | 17,823 | $1.8M |
| Brooklyn FI, LLC | 0.69% | Reduce -0.0% | 17,735 | $1.8M |
| WASHINGTON TRUST Co | 0.06% | Reduce -33.9% | 17,451 | $1.7M |
| BNP Paribas Financial Markets | 0.00% | Reduce -40.3% | 16,923 | $1.7M |
| Successful Portfolios LLC | 1.13% | Add +11.9% | 16,266 | $1.6M |
| Investment Partners Asset Management, Inc. | 1.44% | Add +0.4% | 16,264 | $1.6M |
| Fermata Advisors, LLC | 0.37% | Reduce -11.0% | 16,177 | $1.6M |
| Roundview Capital LLC | 0.13% | Reduce -0.8% | 16,082 | $1.6M |
| All Season Financial Advisors, Inc. | 1.43% | Add +6.9% | 15,887 | $1.6M |
| Creative Financial Designs Inc. | 0.14% | Add +1.7% | 15,714 | $1.6M |
| One Wealth Map LLC | 0.95% | Add +0.9% | 15,555 | $1.5M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -1.8% | 15,428 | $1.5M |
| Independent Wealth Network Inc. | 0.72% | Add +6.7% | 15,404 | $1.5M |
| Global Retirement Partners, LLC | 0.05% | Add +3.2% | 15,320 | $1.5M |
| Prosperity Planning, Inc. | 0.52% | New | 15,274 | $1.5M |
| Ignite Planners, LLC | 0.37% | Add +15.3% | 15,277 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | — | 15,113 | $1.5M |
| Capasso Planning Partners LLC | 0.48% | Reduce -7.7% | 14,985 | $1.5M |
| Fairway Wealth LLC | 0.87% | Add +64.9% | 14,892 | $1.5M |
| DMC Group, LLC | 1.26% | Add +5.5% | 14,722 | $1.5M |
| Savant Capital, LLC | 0.01% | Add +0.2% | 14,657 | $1.5M |
| Alliance Wealth Advisors, LLC | 0.42% | Add +9.7% | 14,412 | $1.4M |
| Country Club Bank | 0.10% | Reduce -11.2% | 14,237 | $1.4M |
| Curbstone Financial Management Corp | 0.30% | Reduce -23.6% | 14,100 | $1.4M |
| Brown Wealth Management, LLC | 0.56% | Add +1.8% | 14,084 | $1.4M |
| Heritage Investment Group, Inc. | 0.19% | Add +0.7% | 14,076 | $1.4M |
| NewEdge Wealth, LLC | 0.03% | Add +3.9% | 14,054 | $1.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -16.9% | 13,983 | $1.4M |
| Carr Financial Group Corp | 0.44% | Add +0.7% | 13,854 | $1.4M |
| VERITY Wealth Advisors | 1.03% | No change | 13,841 | $1.4M |
| Financial Advocates Investment Management | 0.09% | Add +0.3% | 13,787 | $1.4M |
| Wealthspire Retirement, LLC | 0.11% | Reduce -8.4% | 13,665 | $1.4M |
| Corepath Wealth Partners LLC | 1.43% | Reduce -3.7% | 13,617 | $1.4M |
| Jackson Creek Investment Advisors LLC | 0.48% | Add +5.6% | 13,141 | $1.3M |
| EP Wealth Advisors, LLC | 0.01% | Add +18.4% | 13,134 | $1.3M |
| Glass Jacobson Investment Advisors llc | 0.47% | Reduce -0.8% | 12,988 | $1.3M |
| Virtus Family Office LLC | 1.74% | Add +19.1% | 12,863 | $1.3M |
| Freedom Investment Management, Inc. | 0.10% | Reduce -14.9% | 12,729 | $1.3M |
| Tidemark, LLC | 0.58% | Reduce -1.4% | 12,709 | $1.3M |
| Ellis Investment Partners, LLC | 0.27% | Reduce -5.6% | 12,650 | $1.3M |
| First PREMIER Bank | 0.34% | Add +3.4% | 12,614 | $1.3M |
| Ashton Thomas Private Wealth, LLC | 0.07% | Add +0.6% | 12,419 | $1.2M |
| Gilliland Jeter Wealth Management LLC | 0.41% | Reduce -5.9% | 12,234 | $1.2M |
| Lee Financial Co | 0.20% | Reduce -25.2% | 12,142 | $1.2M |
| Aquire Wealth Advisors, LLC | 0.40% | No change | 11,946 | $1.2M |
| Joseph P. Lucia & Associates, LLC | 0.60% | Reduce -10.3% | 11,755 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.3% | 11,686 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | Reduce -2.3% | 11,662 | $1.2M |
| Chesley Taft & Associates LLC | 0.06% | Add +4.2% | 11,649 | $1.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.13% | Reduce -7.1% | 11,594 | $1.2M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.6% | 11,582 | $1.2M |
| Princeton Global Asset Management LLC | 0.25% | Add +0.1% | 11,534 | $1.1M |
| Belpointe Asset Management LLC | 0.08% | Add +10.4% | 11,269 | $1.1M |
| Sowell Financial Services LLC | 0.05% | Reduce -5.3% | 11,076 | $1.1M |
| Northwest Wealth Management, LLC | 0.28% | Reduce -8.7% | 10,939 | $1.1M |
| Cape Investment Advisory, Inc. | 0.49% | Reduce -5.1% | 10,892 | $1.1M |
| Breakwater Investment Management | 0.47% | No change | 10,582 | $1.1M |
| Gibbs Wealth Management | 0.41% | Add +40.5% | 10,275 | $1.0M |
| Archvest Wealth Advisors, Inc. | 0.66% | Add +14.0% | 10,041 | $994K |
| Diversify Advisory Services, LLC | 0.05% | Reduce -94.4% | 9,964 | $990K |
| Disciplined Investments, LLC | 0.50% | Reduce -9.8% | 9,517 | $947K |
| Tritonpoint Wealth, LLC | 0.09% | New | 9,432 | $938K |
| Latitude Advisors, LLC | 0.57% | Add +0.4% | 9,424 | $938K |
| L. Roy Papp & Associates, LLP | 0.11% | No change | 9,400 | $935K |
| Arete Wealth Advisors, LLC | 0.08% | New | 9,344 | $929K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -3.1% | 9,326 | $928K |
| RPg Family Wealth Advisory, LLC | 0.30% | Add +13.6% | 9,294 | $925K |
| Wallace Advisory Group, LLC | 0.66% | Reduce -9.6% | 9,208 | $916K |
| Synovus Financial Corp. | 0.01% | Add +0.9% | 9,125 | $908K |
| Selective Wealth Management, Inc. | 0.39% | Reduce -21.1% | 8,911 | $885K |
| IHT Wealth Management, LLC | 0.03% | Add +30.0% | 8,884 | $884K |
| Arbor Investment Advisors, LLC | 0.13% | Reduce -11.3% | 8,827 | $878K |
| Comerica Bank | 0.00% | Reduce -10.9% | 8,715 | $867K |
| &partners | 0.04% | Add +38.6% | 8,681 | $864K |
| Private Wealth Management Group, LLC | 0.37% | No change | 8,628 | $858K |
| RHS Financial, LLC | 0.52% | Add +9.8% | 8,595 | $855K |
| Quadcap Wealth Management, LLC | 0.15% | Add +163.6% | 8,506 | $846K |
| Prosperity Consulting Group, LLC | 0.11% | Reduce -41.1% | 8,449 | $841K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -8.6% | 8,416 | $837K |
| Spire Wealth Management | 0.03% | Reduce -15.8% | 8,236 | $819K |
| Colonial Trust Co / SC | 0.14% | Add +14780.0% | 8,184 | $814K |
| Continuum Wealth Advisors, LLC | 0.43% | Reduce -0.5% | 8,143 | $810K |
| Florida Financial Advisors, LLC | 0.47% | Reduce -0.6% | 7,936 | $790K |
| United Asset Strategies, Inc. | 0.08% | Reduce -0.3% | 7,936 | $790K |
| Atlas Capital Advisors Inc. | 0.10% | New | 7,816 | $778K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.33% | Reduce -2.2% | 7,814 | $777K |
| Empirical Asset Management, LLC | 0.29% | Reduce -10.5% | 7,799 | $776K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -29.8% | 7,722 | $768K |
| Quadrature Capital Ltd | 0.01% | New | 7,713 | $767K |
| 360 Financial, Inc. | 0.29% | No change | 7,700 | $766K |
| Ted Buchan & Co | 0.40% | Reduce -18.2% | 7,566 | $753K |
| Clear Investment Research, LLC | 0.96% | Add +0.4% | 7,403 | $737K |
| Lodestar Private Asset Management LLC | 0.10% | Reduce -1.4% | 7,223 | $719K |
| World Investment Advisors | 0.04% | New | 7,123 | $709K |
| Waverly Advisors, LLC | 0.01% | Add +0.2% | 7,115 | $708K |
| Allworth Financial LP | 0.00% | Reduce -1.4% | 7,052 | $701K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +31.3% | 7,014 | $698K |
| Private Trust Co. NA | 0.07% | Add +2.2% | 6,975 | $694K |
| Obermeyer Wealth Partners | 0.04% | Reduce -8.8% | 6,954 | $692K |
| Acorn Financial Advisory Services Inc. | 0.13% | Add +1.8% | 6,951 | $692K |
| Middleton & Co. Inc. | 0.08% | Reduce -0.3% | 6,841 | $681K |
| Strategic Financial Concepts, LLC | 0.38% | Reduce -4.0% | 6,566 | $653K |
| Advisory Services Network, LLC | 0.01% | Reduce -12.5% | 6,564 | $653K |
| TSA Wealth Managment LLC | 0.28% | Add +1.9% | 6,505 | $647K |
| Focus Partners Wealth | 0.00% | Add +0.3% | 6,462 | $643K |
| Topel & Distasi Wealth Management, LLC | 0.28% | No change | 6,453 | $642K |
| Robinswood Financial LLC | 0.26% | Reduce -10.8% | 6,376 | $634K |
| Prospera Financial Services Inc | 0.02% | Reduce -22.0% | 6,239 | $621K |
| Integrated Advisors Network LLC | 0.03% | No change | 6,171 | $614K |
| Walter & Keenan Wealth Management LLC /in/ | 0.19% | Add +0.4% | 6,125 | $609K |
| North Ridge Wealth Advisors, Inc. | 0.46% | Add +3.4% | 6,114 | $608K |
| Strategic Blueprint, LLC | 0.04% | Reduce -47.0% | 6,112 | $608K |
| Park Avenue Securities LLC | 0.01% | Add +7.2% | 5,937 | $591K |
| PBMares Wealth Management LLC | 0.14% | Reduce -0.8% | 5,831 | $580K |
| Wealthspan Partners, LLC | 0.32% | Reduce -11.6% | 5,823 | $579K |
| Cardiff Park Advisors, LLC | 0.06% | Add +1.4% | 5,743 | $571K |
| RFP Financial Group LLC | 0.21% | Reduce -2.8% | 5,588 | $556K |
| Beacon Financial Advisory LLC | 0.21% | Add +0.2% | 5,578 | $555K |
| Kovack Advisors, Inc. | 0.06% | Add +2.6% | 5,527 | $550K |
| Savvy Advisors, Inc. | 0.18% | Reduce -59.7% | 5,526 | $550K |
| Financial Network Wealth Advisors LLC | 0.40% | Reduce -6.4% | 5,424 | $540K |
| Jones Financial Companies LLLP | 0.00% | Add +16.2% | 5,391 | $536K |
| Flagship Harbor Advisors, LLC | 0.03% | Add +1.4% | 5,325 | $530K |
| Lodestone Wealth Management LLC | 0.28% | Reduce -0.8% | 5,287 | $526K |
| Clearstead Advisors, LLC | 0.01% | No change | 5,200 | $517K |
| Independent Financial Group, LLC | 0.02% | Reduce -20.1% | 5,149 | $512K |
| Neuberger Berman Group LLC | 0.00% | New | 5,110 | $508K |
| Grand Wealth Management, LLC | 0.30% | Reduce -29.1% | 5,033 | $501K |
| HRT Financial LP | 0.00% | Reduce -69.8% | 5,022 | $499K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 4,986 | $496K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +1.4% | 4,959 | $493K |
| Strategic Wealth Partners, Ltd. | 0.05% | No change | 4,946 | $492K |
| LaFleur & Godfrey LLC | 0.07% | Add +20.6% | 4,941 | $492K |
| Insigneo Advisory Services, LLC | 0.06% | New | 4,880 | $488K |
| Secured Retirement Advisors, LLC | 0.38% | Reduce -17.7% | 4,898 | $487K |
| ARK & TLK Investments, LLC | 0.18% | Reduce -1.0% | 4,892 | $487K |
| Continuum Advisory, LLC | 0.07% | Reduce -0.9% | 4,875 | $485K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Reduce -34.0% | 4,860 | $483K |
| LWM Advisory Services, LLC | 0.40% | Add +14.6% | 4,763 | $474K |
| Diversify Wealth Management, LLC | 0.06% | — | 4,700 | $470K |
| Virtue Capital Management, LLC | 0.08% | Add +0.2% | 4,586 | $456K |
| FC Advisory LLC | 0.16% | Add +2.1% | 4,462 | $444K |
| SVB Wealth LLC | 0.01% | Reduce -55.8% | 4,423 | $440K |
| Western Wealth Management, LLC | 0.03% | Reduce -16.6% | 4,393 | $437K |
| Brookstone Capital Management | 0.01% | Add +25.2% | 4,343 | $433K |
| Meridian Wealth Management, LLC | 0.05% | New | 4,335 | $431K |
| Prairiewood Capital, LLC | 0.20% | No change | 4,323 | $430K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.21% | Add +3.7% | 4,251 | $423K |
| SWP Financial LLC | 0.28% | Reduce -95.2% | 4,246 | $422K |
| Sovereign Financial Group, Inc. | 0.10% | Add +49.5% | 4,227 | $421K |
| Heritage Wealth Management, LLC | 0.23% | Reduce -34.0% | 4,190 | $417K |
| Heritage Family Offices, LLP | 0.23% | — | 4,190 | $417K |
| Rehmann Capital Advisory Group | 0.03% | Add +1.7% | 4,175 | $415K |
| Scotia Capital Inc. | 0.00% | Add +8.3% | 4,117 | $410K |
| Trustmark Bank Trust Department | 0.03% | Reduce -22.6% | 4,017 | $400K |
| Echo Wealth Management, LLC | 0.30% | Add +1.0% | 4,001 | $398K |
| Eagle Bay Advisors LLC | 0.24% | No change | 4,000 | $398K |
| Delta Investment Management, LLC | 0.09% | Reduce -18.9% | 3,999 | $398K |
| MADDEN SECURITIES Corp | 0.18% | No change | 3,985 | $396K |
| Belvedere Trading LLC | 0.02% | Reduce -48.5% | 3,917 | $390K |
| VanderPol Investments L.L.C. | 1.18% | Add +32.1% | 3,904 | $388K |
| Wedbush Securities Inc. | 0.01% | No change | 3,847 | $383K |
| Eagle Capital Management, LLC | 0.17% | No change | 3,812 | $379K |
| Toth Financial Advisory Corp. | 0.05% | Reduce -0.1% | 3,803 | $378K |
| ORG Partners LLC | 0.05% | New | 3,816 | $378K |
| Napatree Capital LLC | 0.31% | No change | 3,785 | $377K |
| Penobscot Investment Management Company, Inc. | 0.04% | Reduce -18.6% | 3,756 | $374K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -9.2% | 3,724 | $371K |
| TD Capital Management LLC | 0.04% | Reduce -3.5% | 3,718 | $370K |
| Kohmann Bosshard Financial Services, LLC | 0.05% | Reduce -15.3% | 3,598 | $358K |
| Thrive Capital Management, LLC | 0.16% | New | 3,555 | $354K |
| Verdence Capital Advisors LLC | 0.03% | Add +4.4% | 3,539 | $352K |
| Keystone Wealth Services, LLC | 0.11% | Reduce -19.4% | 3,533 | $352K |
| Core Wealth Partners LLC | 0.24% | No change | 3,468 | $345K |
| Bison Wealth, LLC | 0.06% | No change | 3,455 | $344K |
| TAGStone Capital, Inc. | 0.19% | New | 3,441 | $342K |
| Pinnacle Bancorp, Inc. | 0.10% | Reduce -33.0% | 3,394 | $338K |
| Atwater Malick LLC | 0.12% | No change | 3,374 | $336K |
| Cambridge Capital Management, LLC | 0.25% | Add +17.0% | 3,343 | $333K |
| Mather Group, Llc. | 0.00% | Add +55.3% | 3,298 | $328K |
| Lido Advisors, LLC | 0.00% | Reduce -22.1% | 3,292 | $328K |
| M&T Bank Corp | 0.00% | No change | 3,204 | $319K |
| Morton Community Bank | 0.09% | No change | 3,200 | $318K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $318K |
| Mattern Wealth Management LLC | 0.08% | Reduce -24.6% | 3,161 | $315K |
| Axiom Advisory, LLC | 0.00% | New | 3,132 | $311K |
| Prism Advisors, Inc. | 0.09% | New | 3,120 | $310K |
| Smith & Howard Wealth Management, LLC | 0.09% | Reduce -24.3% | 3,102 | $309K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +0.4% | 3,071 | $306K |
| Principal Securities, Inc. | 0.01% | Reduce -98.8% | 3,067 | $305K |
| Retirement Capital Strategies | 0.12% | Reduce -6.5% | 3,066 | $305K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +4.7% | 3,064 | $305K |
| CGN Advisors LLC | 0.03% | Add +4.0% | 2,977 | $296K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -19.2% | 2,974 | $296K |
| Bank of Montreal | 0.00% | Add +0.2% | 2,938 | $292K |
| Able Wealth Management LLC | 0.24% | Reduce -40.6% | 2,928 | $291K |
| DDD Partners, LLC | 0.03% | Add +10.8% | 2,927 | $291K |
| Maripau Wealth Management LLC | 0.20% | New | 2,915 | $290K |
| Beaird Harris Wealth Management, LLC | 0.03% | Reduce -3.3% | 2,911 | $290K |
| Arkadios Wealth Advisors | 0.02% | New | 2,907 | $289K |
| Ascentis Independent Advisors | 0.06% | — | 2,898 | $288K |
| Two Sigma Securities, LLC | 0.01% | New | 2,898 | $288K |
| Owen LaRue, LLC | 0.18% | Reduce -18.0% | 2,885 | $287K |
| Market Street Wealth Management Advisors LLC | 0.05% | Add +2.7% | 2,868 | $285K |
| Octavia Wealth Advisors, LLC | 0.04% | Add +14.3% | 2,852 | $284K |
| J. W. Coons Advisors, LLC | 0.05% | New | 2,845 | $283K |
| Tyche Wealth Partners LLC | 0.07% | Reduce -26.3% | 2,827 | $281K |
| National Bank of Canada | 0.00% | Add +0.9% | 2,790 | $276K |
| FDx Advisors, Inc. | 0.08% | Reduce -97.6% | 2,775 | $276K |
| Roberts Glore & Co. Inc. | 0.08% | New | 2,745 | $273K |
| Satovsky Asset Management LLC | 0.07% | Add +1.4% | 2,743 | $273K |
| Tradewinds Capital Management, LLC | 0.08% | No change | 2,735 | $272K |
| Vertex Planning Partners, LLC | 0.07% | No change | 2,723 | $271K |
| US Bancorp \de | 0.00% | Reduce -67.0% | 2,714 | $270K |
| Upper Left Wealth Management, LLC | 0.24% | Reduce -0.8% | 2,705 | $269K |
| WNY Asset Management, LLC | 0.03% | Reduce -59.0% | 2,649 | $264K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,580 | $257K |
| Rathbones Group PLC | 0.00% | Reduce -25.7% | 2,576 | $256K |
| Northwest Capital Management Inc | 0.09% | Add +6.2% | 2,567 | $255K |
| Regal Investment Advisors LLC | 0.02% | New | 2,561 | $255K |
| Wbi Investments, LLC | 0.06% | Reduce -42.9% | 2,533 | $252K |
| Geneos Wealth Management Inc. | 0.01% | Add +7.4% | 2,517 | $250K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $246K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -6.5% | 2,423 | $241K |
| Tilson Financial Group, Inc. | 0.24% | New | 2,421 | $241K |
| Accurate Wealth Management, LLC | 0.06% | No change | 2,413 | $240K |
| JGP Wealth Management, LLC | 0.03% | New | 2,339 | $233K |
| Empower Advisory Group, LLC | 0.00% | Reduce -58.4% | 2,296 | $228K |
| Greenspring Advisors, LLC | 0.05% | No change | 2,285 | $227K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 2,262 | $225K |
| United Capital Financial Advisors, LLC | 0.00% | Add +1.5% | 2,217 | $221K |
| Norden Group LLC | 0.04% | Reduce -13.3% | 2,199 | $219K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +1.5% | 2,161 | $215K |
| Royal Fund Management, LLC | 0.03% | Add +0.4% | 2,129 | $212K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 2,101 | $209K |
| LongView Wealth Management | 0.08% | New | 2,100 | $209K |
| Journey Strategic Wealth LLC | 0.01% | New | 2,070 | $206K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -50.1% | 2,057 | $205K |
| Evanson Asset Management, LLC | 0.02% | No change | 2,056 | $205K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -24.4% | 2,052 | $204K |
| Invesco Ltd. | 0.00% | Reduce -30.5% | 2,049 | $204K |
| Fiduciary Trust Co | 0.00% | Reduce -10.1% | 2,048 | $204K |
| Quad-Cities Investment Group, LLC | 0.11% | Reduce -8.6% | 2,042 | $203K |
| Horizons Wealth Management | 0.15% | No change | 1,865 | $185K |
| Avior Wealth Management, LLC | 0.01% | Reduce -0.8% | 1,744 | $174K |
| Sugarloaf Wealth Management, LLC | 0.03% | Reduce -50.5% | 1,741 | $173K |
| Global Trust Asset Management, LLC | 0.07% | Reduce -10.8% | 1,700 | $169K |
| Morton Brown Family Wealth, LLC | 0.07% | Reduce -54.1% | 1,682 | $167K |
| First United Bank & Trust | 0.06% | Add +31.6% | 1,661 | $165K |
| Mfa Wealth Advisors, LLC | 0.03% | New | 1,585 | $158K |
| Atwood & Palmer Inc. | 0.01% | New | 1,546 | $154K |
| Harbour Investments, Inc. | 0.01% | Reduce -27.5% | 1,535 | $153K |
| CoreCap Advisors, LLC | 0.02% | No change | 1,532 | $152K |
| NorthRock Partners, LLC | 0.01% | Reduce -28.7% | 1,497 | $149K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -85.2% | 1,258 | $125K |
| Matrix Trust Co | 0.03% | Add +4.3% | 1,238 | $123K |
| AdvisorNet Financial, Inc | 0.01% | Add +39.1% | 1,157 | $115K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -0.9% | 1,118 | $111K |
| Barrett & Company, Inc. | 0.05% | No change | 1,101 | $110K |
| Carolinas Wealth Consulting LLC | 0.02% | Reduce -77.9% | 1,069 | $106K |
| Mascoma Wealth Management LLC | 0.03% | Reduce -21.1% | 1,066 | $106K |
| Legacy Bridge, LLC | 0.06% | No change | 1,030 | $102K |
| Wetzel Investment Advisors, Inc. | 0.06% | No change | 1,000 | $99K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.7% | 979 | $97K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 941 | $94K |
| Chesapeake Asset Management LLC | 0.09% | New | 921 | $92K |
| Fifth Third Bancorp | 0.00% | Reduce -3.1% | 910 | $91K |
| Capital Analysts, LLC | 0.00% | Reduce -53.9% | 894 | $89K |
| Janiczek Wealth Management, LLC | 0.02% | No change | 884 | $88K |
| IFP Advisors, Inc | 0.00% | Reduce -96.3% | 851 | $85K |
| Kings Path Partners LLC | 0.04% | — | 837 | $83K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 800 | $80K |
| Westside Investment Management, Inc. | 0.02% | No change | 737 | $73K |
| Pacific Capital Wealth Advisors, Inc. | 0.01% | Reduce -42.6% | 725 | $72K |
| Fortitude Family Office, LLC | 0.04% | No change | 695 | $69K |
| TD Waterhouse Canada Inc. | 0.00% | Add +3.1% | 694 | $69K |
| Clarity Asset Management, Inc. | 0.05% | Add +1.3% | 683 | $68K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -30.9% | 670 | $67K |
| American Capital Advisory, LLC | 0.05% | Reduce -62.6% | 652 | $64K |
| Lanark Financial, Inc. | 0.01% | Reduce -6.8% | 644 | $64K |
| NFSG Corp | 0.02% | No change | 639 | $64K |
| Howe & Rusling Inc. | 0.01% | Reduce -25.9% | 571 | $57K |
| Deane Retirement Strategies, Inc. | 0.03% | New | 541 | $54K |
| Bradley & Co. Private Wealth Management, LLC | 0.04% | No change | 520 | $52K |
| Scarborough Advisors, LLC | 0.02% | Reduce -19.0% | 517 | $51K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 515 | $51K |
| Stone House Investment Management, LLC | 0.01% | Reduce -7.0% | 502 | $50K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 500 | $50K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -6.2% | 471 | $47K |
| WFA of San Diego, LLC | 0.04% | — | 470 | $47K |
| Gleason Group, Inc. | 0.01% | New | 464 | $46K |
| Iron Horse Wealth Management, LLC | 0.02% | No change | 420 | $42K |
| AllSquare Wealth Management LLC | 0.02% | No change | 405 | $40K |
| Sound Income Strategies, LLC | 0.00% | Add +264.8% | 383 | $38K |
| Signature Resources Capital Management, LLC | 0.03% | Reduce -45.6% | 353 | $35K |
| Ridgewood Investments LLC | 0.02% | New | 346 | $34K |
| Arcadia Investment Management Corp. | 0.01% | No change | 345 | $34K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $33K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 328 | $33K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +8.8% | 310 | $31K |
| IAG Wealth Partners, LLC | 0.01% | New | 305 | $30K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 300 | $30K |
| Proffitt & Goodson Inc. | 0.00% | No change | 270 | $27K |
| Larson Financial Group LLC | 0.00% | Add +5300.0% | 270 | $27K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 246 | $24K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -44.7% | 246 | $24K |
| Parallel Advisors, LLC | 0.00% | Reduce -5.2% | 238 | $24K |
| PrairieView Partners, LLC | 0.00% | Add +16.2% | 230 | $22K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -18.8% | 194 | $19K |
| Assetmark, Inc. | 0.00% | Reduce -39.7% | 193 | $19K |
| Redwood Wealth Management Group, LLC | 0.01% | New | 185 | $18K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -31.8% | 163 | $16K |
| M&R Capital Management Inc. | 0.00% | No change | 150 | $15K |
| Horrell Capital Management, Inc. | 0.00% | No change | 140 | $14K |
| Tompkins Financial Corp. | 0.00% | No change | 131 | $13K |
| Deutsche Bank AG | 0.00% | No change | 131 | $13K |
| Kelly Financial Services LLC | 0.00% | Add +1.7% | 119 | $12K |
| International Assets Investment Management, LLC | 0.00% | New | 113 | $11K |
| Tucker Asset Management LLC | 0.00% | Add +9.8% | 112 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 100 | $10K |
| North Star Investment Management Corp. | 0.00% | No change | 100 | $10K |
| Private Ocean, LLC | 0.00% | Add +8.8% | 87 | $9K |
| Asset Dedication, LLC | 0.00% | No change | 83 | $8K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 72 | $7K |
| Redmont Wealth Advisors LLC | 0.01% | New | 66 | $7K |
| Archer Investment Corp | 0.00% | No change | 59 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 57 | $6K |
| Ruedi Wealth Management, Inc. | 0.00% | Add +18.6% | 51 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 40 | $4K |
| McIlrath & Eck, LLC | 0.00% | New | 29 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -12.5% | 28 | $3K |
| Signaturefd, LLC | 0.00% | Reduce -99.2% | 25 | $2K |
| Main Street Group, LTD | 0.00% | Reduce -41.9% | 25 | $2K |
| Great Lakes Retirement, Inc. | 0.00% | New | 23 | $2K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 20 | $2K |
| Hexagon Capital Partners LLC | 0.00% | No change | 18 | $2K |
| Castleview Partners, LLC | 0.00% | No change | 13 | $1K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 10 | $1K |
| Gradient Investments LLC | 0.00% | No change | 10 | $995 |
| Salem Investment Counselors Inc. | 0.00% | New | 8 | $796 |
| Trust Co | 0.00% | No change | 6 | $639 |
| WR Wealth Planners, LLC | 0.00% | No change | 6 | $597 |
| Key Financial Inc | 0.00% | No change | 5 | $497 |
| Transcendent Capital Group LLC | 0.00% | New | 4 | $398 |
| Baldwin Wealth Partners LLC | 0.00% | New | 4 | $398 |
| Arax Advisory Partners | 0.00% | Reduce -84.6% | 4 | $398 |
| Cornerstone Planning Group LLC | 0.00% | No change | 4 | $306 |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -99.8% | 1 | $59 |
"% of holder's portfolio" is STIP's weight in each manager's 13F, not the share of iShares 0-5 Year Tips Bond E the manager owns.