iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q3 2025 (September 30)768holders +11
66new positions
50sold out
2famous investors
$103.39avg. 13F price*
At the end of Q3 2025, 768 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, up 11 from Q2 2025. 66 opened new positions and 50 sold out. The largest holders were BlackRock, Inc. ($3.1B), Betterment LLC ($428.0M) and LPL Financial LLC ($343.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $50.8M |
| Exits | 50 | $86.3M |
All 13F filers, Q2 2025 → Q3 2025: 8,190,953 shares bought and 2,481,340 shares sold, net +5,709,613 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 768 holders
| BlackRock, Inc. | 0.05% | Add +6.7% | 29,850,691 | $3.1B |
| Betterment LLC | 0.85% | Add +3.4% | 4,140,622 | $428.0M |
| LPL Financial LLC | 0.10% | Add +15.1% | 3,320,533 | $343.2M |
| Envestnet Asset Management Inc. | 0.10% | Add +2.3% | 3,319,880 | $343.1M |
| FMR LLC | 0.02% | Reduce -3.1% | 2,870,590 | $296.7M |
| Ritholtz Wealth Management | 4.31% | Add +6.0% | 2,146,439 | $221.9M |
| Modera Wealth Management, LLC | 2.56% | Add +5.4% | 2,136,920 | $220.9M |
| Morgan Stanley | 0.01% | Add +2.0% | 1,823,297 | $188.5M |
| Bank of America Corp. | 0.01% | Add +8.7% | 1,755,257 | $181.4M |
| JPMorgan Chase & Co. | 0.01% | Reduce -1.1% | 1,525,836 | $157.7M |
| 3EDGE Asset Management, LP | 6.88% | Add +5.7% | 1,179,708 | $121.9M |
| O'shaughnessy Asset Management, LLC | 0.65% | Add +9.0% | 1,075,411 | $111.2M |
| Wealthcare Advisory Partners LLC | 2.29% | Add +3.8% | 1,061,967 | $109.8M |
| Dynasty Wealth Management, LLC | 1.42% | Add +10.4% | 1,028,495 | $106.3M |
| Quotient Wealth Partners, LLC | 2.79% | Add +6.0% | 984,113 | $101.7M |
| Partners Capital Investment Group, LLP | 3.79% | Add +13.1% | 923,723 | $95.5M |
| Ameriprise Financial Inc. | 0.02% | Add +16.8% | 921,732 | $95.2M |
| Flputnam Investment Management Co. | 1.33% | Add +6.6% | 862,244 | $89.1M |
| Assetmark, Inc. | 0.19% | Add +0.6% | 841,744 | $87.0M |
| Wealthcare Capital Management LLC | 8.73% | Add +3.4% | 831,486 | $85.9M |
| Destination Wealth Management | 2.17% | Add +2.5% | 762,548 | $78.8M |
| Raymond James Financial Inc. | 0.02% | Add +14.1% | 695,773 | $71.9M |
| Maseco LLP | 3.44% | Add +9.7% | 687,259 | $71.0M |
| Cetera Investment Advisers | 0.08% | Add +13.7% | 669,661 | $69.2M |
| State Street Corp. | 0.00% | Add +0.8% | 646,772 | $66.9M |
| Haverford Trust Co | 0.60% | Add +3.4% | 642,395 | $66.4M |
| Cerity Partners LLC | 0.10% | Add +2.6% | 614,561 | $63.3M |
| Keating Investment Counselors Inc. | 16.22% | Reduce -1.9% | 549,716 | $56.8M |
| Martin & Co. Inc. | 9.89% | No change | 537,540 | $55.6M |
| AlTi Global, Inc. | 1.30% | Reduce -0.1% | 535,357 | $55.3M |
| Renaissance Technologies | 0.07% | Reduce -12.7% | 534,400 | $55.2M |
| Modern Wealth Management, LLC | 1.08% | Reduce -13.6% | 530,231 | $54.8M |
| Tortoise Investment Management, LLC | 4.88% | Add +3.1% | 529,770 | $54.8M |
| M. Kulyk & Associates, LLC | 10.87% | Add +0.6% | 517,569 | $53.5M |
| Wells Fargo & Company | 0.01% | Add +12.7% | 503,236 | $52.0M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +155.2% | 503,045 | $52.0M |
| SCS Capital Management LLC | 0.57% | Reduce -1.3% | 502,177 | $51.9M |
| Empowered Funds, LLC | 0.49% | Add +79.5% | 475,113 | $48.9M |
| Amplius Wealth Advisors, LLC | 4.19% | Add +17600.5% | 469,418 | $48.5M |
| Abacus Planning Group, Inc. | 6.69% | Add +36.1% | 469,165 | $48.5M |
| Farther Finance Advisors, LLC | 0.69% | Add +113.7% | 444,538 | $45.9M |
| Elm Partners Management LLC | 2.30% | Reduce -0.9% | 443,839 | $45.9M |
| CENTRAL TRUST Co | 0.91% | Reduce -16.1% | 419,300 | $43.3M |
| LVW Advisors, LLC | 4.30% | Add +2.8% | 401,915 | $41.5M |
| Osaic Holdings, Inc. | 0.06% | Add +22.9% | 394,641 | $40.8M |
| Sigma Investment Counselors Inc. | 2.10% | Add +1.2% | 392,366 | $40.6M |
| Altfest L J & Co. Inc. | 4.38% | Reduce -12.8% | 380,108 | $39.3M |
| Victory Capital Management Inc. | 0.02% | No change | 368,869 | $38.1M |
| Summitry LLC | 1.53% | Reduce -1.1% | 350,606 | $36.2M |
| World Investment Advisors | 0.68% | Add +8.7% | 321,227 | $33.2M |
| Gould Asset Management LLC | 5.78% | Reduce -16.4% | 300,998 | $31.1M |
| Composition Wealth, LLC | 0.46% | Add +6120.7% | 294,301 | $30.4M |
| Austin Asset Management Co Inc | 5.66% | Add +4.1% | 287,836 | $29.8M |
| Kelman-Lazarov, Inc. | 4.32% | Add +5.6% | 281,671 | $29.1M |
| UBS Group AG | 0.01% | Add +22.1% | 267,249 | $27.6M |
| Prime Capital Investment Advisors, LLC | 0.34% | Add +3.5% | 265,028 | $27.4M |
| Envestnet Portfolio Solutions, Inc. | 0.10% | Reduce -1.8% | 262,929 | $27.2M |
| MML Investors Services, LLC | 0.07% | Reduce -3.6% | 262,433 | $27.1M |
| HighTower Advisors, LLC | 0.03% | Add +5.0% | 254,517 | $26.3M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -3.5% | 238,303 | $24.6M |
| Evoke Wealth, LLC | 0.50% | Add +8.8% | 233,903 | $24.2M |
| Rockland Trust Co. | 0.99% | Reduce -1.0% | 233,545 | $24.1M |
| NewEdge Advisors, LLC | 0.11% | Add +11.9% | 230,204 | $23.8M |
| Bank of New York Mellon Corp | 0.00% | Add +10.7% | 228,082 | $23.6M |
| MAI Capital Management | 0.15% | Add +4.4% | 225,729 | $23.3M |
| Sensible Financial Planning & Management, LLC. | 4.17% | Add +1.3% | 222,335 | $23.0M |
| Pure Financial Advisors, LLC | 0.37% | Reduce -3.6% | 221,799 | $22.9M |
| Royal Bank of Canada | 0.00% | Add +6.5% | 216,361 | $22.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +202.5% | 211,359 | $21.8M |
| ProVise Management Group, LLC | 1.60% | Add +3.8% | 209,736 | $21.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +6.9% | 209,388 | $21.6M |
| JSF Financial, LLC | 4.76% | Reduce -4.0% | 207,812 | $21.5M |
| Stifel Financial Corp. | 0.02% | Add +7.8% | 204,120 | $21.1M |
| Baker Avenue Asset Management, LP | 0.50% | Reduce -9.5% | 202,512 | $20.9M |
| Seneca Financial Advisors LLC | 6.77% | Add +94.7% | 200,487 | $20.7M |
| Stordahl Capital Management, Inc. | 4.32% | Add +1.9% | 198,917 | $20.6M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +99.6% | 191,437 | $19.8M |
| Janney Montgomery Scott LLC | 0.05% | Add +25.2% | 188,177 | $19.4M |
| Integrated Wealth Concepts LLC | 0.17% | Add +10.1% | 185,452 | $19.2M |
| OneDigital Investment Advisors LLC | 0.20% | Add +2.5% | 184,687 | $19.1M |
| Parcion Private Wealth LLC | 1.19% | Add +0.2% | 184,583 | $19.1M |
| Kestra Investment Management, LLC | 0.51% | Add +11.5% | 182,523 | $18.9M |
| DDFG, Inc | 4.31% | Add +9.4% | 180,698 | $18.7M |
| Portland Global Advisors LLC | 2.08% | Add +3.0% | 179,998 | $18.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +0.9% | 178,073 | $18.4M |
| Jeppson Wealth Management, LLC | 5.83% | Reduce -3.0% | 176,961 | $18.3M |
| Exencial Wealth Advisors, LLC | 0.59% | Add +13.0% | 175,669 | $18.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.36% | Reduce -0.4% | 173,177 | $17.9M |
| Deane Retirement Strategies, Inc. | 7.47% | Add +39.4% | 167,996 | $17.4M |
| Ancora Advisors LLC | 0.35% | Add +1.1% | 167,521 | $17.3M |
| Financial Gravity Asset Management, Inc. | 3.38% | — | 165,832 | $17.1M |
| Kwmg, LLC | 1.48% | Add +2.5% | 163,848 | $16.9M |
| Creative Planning | 0.01% | Reduce -4.4% | 163,600 | $16.9M |
| Arkansas Financial Group, Inc. | 2.48% | Add +3.0% | 162,820 | $16.8M |
| Prime Buchholz LLC | 9.08% | Add +83.2% | 159,870 | $16.5M |
| Walker Financial Services, Inc. | 6.38% | Reduce -5.7% | 158,632 | $16.4M |
| Park Avenue Securities LLC | 0.13% | Add +1.0% | 155,201 | $16.0M |
| First National Trust Co | 0.55% | Add +6.0% | 154,119 | $15.9M |
| New York Life Investment Management LLC | 0.14% | Reduce -62.3% | 150,059 | $15.5M |
| Burt Wealth Advisors | 3.58% | Add +3.7% | 141,137 | $14.6M |
| BIP Wealth, LLC | 0.71% | Add +14.5% | 139,746 | $14.4M |
| Amundi | 0.00% | No change | 138,000 | $14.2M |
| Galvin, Gaustad & Stein, LLC | 1.16% | Add +2.8% | 136,509 | $14.1M |
| AJ Advisors, LLC | 5.56% | Add +1.7% | 131,506 | $13.6M |
| American Money Management, LLC | 2.26% | Add +3.4% | 130,810 | $13.5M |
| Guggenheim Capital LLC | 0.10% | Reduce -0.4% | 130,580 | $13.5M |
| United Capital Financial Advisors, LLC | 0.09% | Add +12.5% | 126,349 | $13.1M |
| Truist Financial Corp. | 0.02% | Reduce -9.4% | 125,341 | $13.0M |
| Stadion Money Management, LLC | 1.03% | Reduce -0.7% | 125,362 | $12.9M |
| Valmark Advisers, Inc. | 0.17% | Reduce -1.6% | 125,056 | $12.9M |
| Park Edge Advisors, LLC | 2.93% | Add +31.4% | 122,916 | $12.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.0% | 122,004 | $12.6M |
| McMorgan & Co. LLC | 1.93% | Add +30.4% | 121,437 | $12.6M |
| Municipal Employees' Retirement System of Michigan | 0.15% | No change | 121,200 | $12.5M |
| Prasad Wealth Partners, LLC | 3.46% | Add +17.6% | 120,145 | $12.4M |
| Pinnacle Financial Partners Inc | 0.29% | Add +8.3% | 118,878 | $12.3M |
| Ethos Financial Group, LLC | 0.96% | Reduce 0.0% | 117,695 | $12.2M |
| Orion Porfolio Solutions, LLC | 0.09% | Reduce -5.3% | 117,560 | $12.2M |
| IFG Advisory, LLC | 0.54% | Add +3.9% | 115,162 | $11.9M |
| NBT Bank, N.A. | 0.74% | Add +6.9% | 110,603 | $11.4M |
| Tower Research Capital LLC (TRC) | 0.31% | New | 109,196 | $11.3M |
| Holcombe Financial, Inc. | 7.74% | Add +1.1% | 107,238 | $11.1M |
| Northland Capital Management LLC | 6.46% | Add +1.2% | 106,946 | $11.1M |
| Estate Counselors, LLC | 0.92% | Add +17.7% | 104,205 | $10.8M |
| Brookstone Capital Management | 0.13% | Add +2.5% | 103,776 | $10.7M |
| Courier Capital LLC | 0.60% | Add +0.3% | 102,083 | $10.6M |
| Greenline Partners, LLC | 1.28% | Reduce -0.4% | 101,674 | $10.5M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Reduce -2.8% | 98,754 | $10.2M |
| Summit Trail Advisors, LLC | 0.14% | Add +44.1% | 98,613 | $10.2M |
| Portfolio Design Labs, LLC | 1.72% | Reduce -15.3% | 96,732 | $10.0M |
| Pure Portfolios Holdings LLC | 3.04% | Add +9.4% | 94,042 | $9.7M |
| Cambridge Associates LLC /Ma/ | 0.18% | Add +324.6% | 93,853 | $9.7M |
| Columbus Macro, LLC | 1.09% | Reduce -5.2% | 92,720 | $9.6M |
| CreativeOne Wealth, LLC | 0.23% | Add +10.8% | 89,898 | $9.3M |
| Discipline Wealth Solutions, LLC | 2.43% | New | 89,042 | $9.2M |
| Virtue Capital Management, LLC | 1.43% | Add +550.7% | 43,038 | $9.0M |
| Ascent Group, LLC | 0.31% | Reduce -13.6% | 85,842 | $8.9M |
| Leavell Investment Management, Inc. | 0.37% | Add +5.5% | 84,529 | $8.7M |
| First Horizon Corp. | 0.40% | — | 82,915 | $8.6M |
| Blueprint Investment Partners LLC | 1.20% | Reduce -20.8% | 82,913 | $8.6M |
| Blair William & Co. | 0.02% | Add +21.8% | 82,027 | $8.5M |
| Penobscot Wealth Management | 2.69% | Add +11.5% | 80,998 | $8.4M |
| Mutual Advisors, LLC | 0.18% | Reduce -67.3% | 79,644 | $8.2M |
| Mirae Asset Global Investments Co., Ltd. | 0.03% | Add +77.5% | 79,000 | $8.2M |
| Cascade Financial Partners, LLC | 0.92% | Add +8.9% | 77,864 | $8.0M |
| Rockefeller Capital Management L.P. | 0.02% | Add +0.9% | 77,694 | $8.0M |
| Clear Creek Financial Management, LLC | 0.68% | Add +336.9% | 76,412 | $7.9M |
| Lutz Financial Services LLC | 0.57% | Add +9.4% | 76,375 | $7.9M |
| Sterling Investment Advisors LLC | 3.82% | Reduce -3.5% | 74,546 | $7.7M |
| Elevate Wealth Advisory, Inc. | 5.29% | Reduce -2.6% | 70,410 | $7.3M |
| Merit Financial Group, LLC | 0.07% | Add +83.4% | 70,327 | $7.3M |
| Sugar Maple Asset Management, LLC | 5.16% | Add +7.7% | 69,783 | $7.2M |
| Nations Financial Group Inc, /Ia/ | 0.44% | Add +14.3% | 68,871 | $7.1M |
| Trivant Custom Portfolio Group, LLC | 3.62% | Add +5.4% | 68,202 | $7.0M |
| Quadcap Wealth Management, LLC | 0.83% | Add +3.2% | 67,977 | $7.0M |
| Perigon Wealth Management, LLC | 0.14% | Add +13.0% | 66,926 | $6.9M |
| MJT & Associates Financial Advisory Group, Inc. | 5.61% | Add +541.7% | 66,710 | $6.9M |
| Integris Wealth Management, LLC | 1.67% | Add +2.6% | 66,562 | $6.9M |
| Equita Financial Network, Inc. | 2.31% | Add +11.1% | 66,253 | $6.8M |
| Bleakley Financial Group, LLC | 0.16% | Reduce -0.7% | 64,925 | $6.7M |
| Mgo One Seven LLC | 0.15% | Add +23.2% | 64,074 | $6.6M |
| New Capital Management LP | 1.72% | Reduce -2.3% | 63,667 | $6.6M |
| B. Riley Wealth Advisors, Inc. | 0.32% | Add +4.3% | 63,606 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Reduce -4.7% | 62,976 | $6.5M |
| Trek Financial, LLC | 0.38% | Add +27.2% | 61,662 | $6.4M |
| Foundations Investment Advisors, LLC | 0.09% | Reduce -1.0% | 60,215 | $6.2M |
| McIlrath & Eck, LLC | 0.64% | Add +14.4% | 60,125 | $6.2M |
| City State Bank | 1.78% | Reduce -4.4% | 59,743 | $6.2M |
| Ashton Thomas Private Wealth, LLC | 0.16% | Add +8.9% | 58,101 | $6.0M |
| Alhambra Investment Management LLC | 2.84% | Add +7.6% | 57,772 | $6.0M |
| Straight Path Wealth Management | 1.66% | Add +11.0% | 57,504 | $5.9M |
| Fischer Financial Services, Inc. | 1.59% | Add +1.0% | 57,168 | $5.9M |
| Equitable Holdings, Inc. | 0.04% | Add +5.7% | 56,825 | $5.9M |
| CFS Investment Advisory Services, LLC | 0.44% | Add +2.2% | 56,719 | $5.9M |
| Vigilare Wealth Management | 1.99% | Reduce -53.9% | 55,504 | $5.7M |
| Creative Financial Designs Inc. | 0.38% | Add +5.3% | 55,337 | $5.7M |
| Lake Hills Wealth Management, LLC | 3.05% | Add +2.3% | 55,246 | $5.7M |
| Kure Advisory, LLC | 3.51% | Add +4.8% | 54,970 | $5.7M |
| Advisory Services Network, LLC | 0.08% | Add +67.7% | 54,064 | $5.6M |
| Cwm, LLC | 0.02% | Reduce -0.1% | 53,769 | $5.6M |
| Performance Wealth Partners, LLC | 0.15% | Reduce -0.5% | 53,383 | $5.5M |
| NorthCrest Asset Manangement, LLC | 0.13% | Add +3.2% | 52,981 | $5.5M |
| Cibc World Market Inc. | 0.01% | Add +4.2% | 52,829 | $5.5M |
| NorthCoast Asset Management LLC | 0.02% | Add +203.1% | 52,634 | $5.4M |
| Jones Financial Companies LLLP | 0.00% | Add +38.5% | 52,618 | $5.4M |
| Private Advisor Group, LLC | 0.03% | Add +2.9% | 51,662 | $5.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -7.0% | 50,988 | $5.3M |
| Friedenthal Financial | 2.71% | Add +8.0% | 50,823 | $5.3M |
| Signet Financial Management, LLC | 0.61% | Reduce -1.1% | 50,670 | $5.2M |
| Altiora Financial Group, LLC | 0.94% | Add +0.3% | 49,532 | $5.1M |
| Fifth Third Securities, Inc. | 0.35% | Add +1.5% | 49,361 | $5.1M |
| Cornerstone Financial Group, LLC | 3.94% | Add +2.0% | 49,254 | $5.1M |
| Wealthcare Capital Partners, LLC | 2.31% | Add +11.1% | 48,554 | $5.0M |
| Sanctuary Advisors, LLC | 0.03% | Add +2.1% | 48,397 | $5.0M |
| Family Legacy Financial Solutions, LLC | 3.75% | Add +11.3% | 47,347 | $4.9M |
| Alliance Wealth Advisors, LLC | 1.13% | Add +2.0% | 46,497 | $4.8M |
| IFP Advisors, Inc | 0.12% | Reduce -0.5% | 46,447 | $4.8M |
| BTG Pactual Asset Management US LLC | 0.57% | Add +18.4% | 46,391 | $4.8M |
| Strategic Blueprint, LLC | 0.21% | Add +6.0% | 45,891 | $4.7M |
| Arcataur Capital Management LLC | 1.35% | Reduce -1.5% | 44,384 | $4.6M |
| Home Federal Bank of Tennessee | 1.22% | Add +29.6% | 44,092 | $4.6M |
| Mackenzie Financial Corp. | 0.01% | Reduce -0.7% | 43,700 | $4.5M |
| Stone Summit Wealth LLC | 1.28% | Add +8.6% | 43,655 | $4.5M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -29.5% | 43,183 | $4.5M |
| Semitam Bonam LLC | 3.95% | Add +2.8% | 42,778 | $4.4M |
| Corient Private Wealth LP | 0.01% | Reduce -70.4% | 42,435 | $4.4M |
| Royal Harbor Partners, LLC | 1.47% | Reduce -0.8% | 41,800 | $4.3M |
| Physician Wealth Advisors, Inc. | 0.61% | Add +4.4% | 41,724 | $4.3M |
| Hillcrest Wealth Advisors - NY, LLC | 1.91% | Reduce -13.3% | 41,050 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | No change | 41,000 | $4.2M |
| Echo45 Advisors LLC | 2.44% | Add +5.5% | 40,327 | $4.2M |
| Blueprint Financial Advisors LLC | 0.90% | Add +3.4% | 40,115 | $4.1M |
| Mariner, LLC | 0.01% | Add +10.1% | 39,731 | $4.1M |
| Wealthspire Retirement, LLC | 0.26% | Add +12.7% | 39,705 | $4.1M |
| Dogwood Wealth Management LLC | 1.85% | Add +1.3% | 39,445 | $4.1M |
| Focus Partners Wealth | 0.01% | Add +9.4% | 39,309 | $4.1M |
| Portside Wealth Group, LLC | 0.55% | Add +6.3% | 38,673 | $4.0M |
| Trilogy Capital Inc. | 0.18% | Reduce -6.4% | 38,338 | $4.0M |
| SteelPeak Wealth, LLC | 0.13% | Add +0.9% | 38,258 | $4.0M |
| American Wealth Advisors, LLC | 3.87% | — | 37,858 | $3.9M |
| US Bancorp \de | 0.00% | Add +4.5% | 37,684 | $3.9M |
| Slow Capital, Inc. | 0.45% | Add +12.9% | 37,419 | $3.9M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +6.2% | 35,791 | $3.7M |
| Copia Wealth Management | 2.73% | Add +2.4% | 35,476 | $3.7M |
| Algorithmic Investment Models, LLC | 2.43% | Add +1.6% | 35,408 | $3.7M |
| Aptus Capital Advisors, LLC | 0.03% | Add +11.4% | 34,817 | $3.6M |
| Hudson Portfolio Management LLC | 3.14% | Add +30.0% | 34,276 | $3.5M |
| Fairview Capital Investment Management, LLC | 0.18% | Add +3.1% | 33,856 | $3.5M |
| Balance Wealth Partners LLC | 0.86% | New | 33,530 | $3.5M |
| Martin Capital Partners, LLC | 1.34% | Reduce -7.4% | 33,345 | $3.4M |
| Passive Capital Management, LLC. | 1.12% | Reduce -0.5% | 33,182 | $3.4M |
| Madden Advisory Services, Inc. | 1.42% | Add +8.2% | 32,690 | $3.4M |
| Regal Investment Advisors LLC | 0.22% | Add +338.5% | 32,627 | $3.4M |
| AE Wealth Management LLC | 0.02% | Add +22.2% | 31,637 | $3.3M |
| Apex Wealth Management, LLC | 2.33% | Add +1.0% | 31,532 | $3.3M |
| Thrivent Financial for Lutherans | 0.01% | New | 31,478 | $3.3M |
| Koss-Olinger Consulting, LLC | 0.27% | Reduce -1.0% | 31,435 | $3.2M |
| Soltis Investment Advisors LLC | 0.22% | Reduce -2.7% | 31,243 | $3.2M |
| Axxcess Wealth Management, LLC | 0.07% | New | 30,549 | $3.2M |
| Forefront Wealth Partners, LLC | 0.79% | New | 30,420 | $3.1M |
| Savant Capital, LLC | 0.02% | Add +4.2% | 30,219 | $3.1M |
| Trademark Financial Management, LLC | 1.80% | Add +10.8% | 29,982 | $3.1M |
| Maltin Wealth Management, Inc. | 1.26% | Add +2.7% | 29,296 | $3.0M |
| Breakwater Capital Group | 0.45% | Add +16.9% | 29,296 | $3.0M |
| Mustico Financial Group, Inc. | 3.05% | Reduce -7.9% | 36,006 | $3.0M |
| Horst & Graben Wealth Management LLC | 0.46% | Add +12.8% | 28,859 | $3.0M |
| Sofi Wealth, LLC | 0.16% | Add +1.1% | 28,756 | $3.0M |
| Integrated Advisors Network LLC | 0.12% | Add +297.4% | 28,526 | $2.9M |
| Perennial Investment Advisors, LLC | 0.24% | Add +10.7% | 28,030 | $2.9M |
| Sharkey, Howes & Javer | 0.37% | Add +21.8% | 27,907 | $2.9M |
| Beckerman Institutional, LLC | 1.67% | Add +0.9% | 27,392 | $2.8M |
| Certior Financial Group, LLC | 1.92% | Reduce -0.8% | 27,358 | $2.8M |
| Brooklyn FI, LLC | 0.63% | Reduce -0.4% | 27,135 | $2.8M |
| James Investment Research, Inc. | 0.31% | Reduce -5.7% | 27,014 | $2.8M |
| Chicago Partners Investment Group LLC | 0.07% | Add +2.6% | 26,423 | $2.7M |
| FFG Retirement Advisors LLC | 1.69% | Reduce -7.9% | 26,298 | $2.7M |
| Choreo, LLC | 0.04% | Reduce -0.5% | 26,168 | $2.7M |
| Atria Investments, Inc | 0.03% | Add +1.8% | 25,377 | $2.6M |
| Heck Capital Advisors, LLC | 0.20% | Add +1.3% | 25,246 | $2.6M |
| Amara Financial, Llc. | 1.92% | Add +6.1% | 25,191 | $2.6M |
| Spartan Planning & Wealth Management | 2.02% | Reduce -48.1% | 25,050 | $2.6M |
| Chesley Taft & Associates LLC | 0.11% | Add +6.7% | 24,946 | $2.6M |
| Fortis Advisors, LLC | 1.46% | Reduce -2.5% | 24,802 | $2.6M |
| Ignite Planners, LLC | 0.42% | Reduce -3.4% | 24,760 | $2.6M |
| Montecito Bank & Trust | 0.40% | — | 24,730 | $2.6M |
| LongView Wealth Management | 0.69% | Add +138.2% | 24,679 | $2.6M |
| Alpha Omega Wealth Management LLC | 0.42% | Add +0.6% | 24,479 | $2.5M |
| Silver Oak Securities, Incorporated | 0.19% | Reduce -16.6% | 24,450 | $2.5M |
| Sigma Planning Corp | 0.07% | Add +2.5% | 24,096 | $2.5M |
| Carr Financial Group Corp | 0.68% | Add +64.6% | 23,947 | $2.5M |
| Eq Wealth Advisors, LLC | 1.62% | Add +22.1% | 23,877 | $2.5M |
| Edgestream Partners, L.P. | 0.07% | Reduce -7.0% | 23,800 | $2.5M |
| DMC Group, LLC | 1.69% | Add +5.9% | 23,627 | $2.4M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.04% | Add +6.5% | 23,493 | $2.4M |
| Arete Wealth Advisors, LLC | 0.15% | Add +5.7% | 23,434 | $2.4M |
| Van Hulzen Asset Management, LLC | 0.18% | Add +7.7% | 23,332 | $2.4M |
| One Wealth Advisors, LLC | 0.30% | Add +6.5% | 22,905 | $2.4M |
| Coldstream Capital Management Inc. | 0.03% | Add +53.3% | 22,868 | $2.4M |
| Independent Wealth Network Inc. | 0.75% | Add +1.5% | 22,547 | $2.3M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +68.1% | 22,600 | $2.3M |
| Traub Capital Management LLC | 2.29% | Add +28.1% | 22,392 | $2.3M |
| Fairway Wealth LLC | 0.65% | Add +15.6% | 22,298 | $2.3M |
| Bell Investment Advisors, Inc | 0.37% | Add +3.6% | 22,198 | $2.3M |
| Peak Financial Management, Inc. | 0.60% | Reduce -8.4% | 22,008 | $2.3M |
| Austin Private Wealth, LLC | 0.17% | Add +0.1% | 21,855 | $2.3M |
| Portland Financial Advisors Inc | 4.77% | Add +4.2% | 21,627 | $2.2M |
| Alterna Wealth Management, Inc. | 1.81% | Add +9.1% | 21,295 | $2.2M |
| Lazari Capital Management, Inc. | 0.75% | Reduce -4.8% | 21,263 | $2.2M |
| Capital Analysts, LLC | 0.06% | Add +11.0% | 21,212 | $2.2M |
| Financial & Tax Architects, LLC | 0.48% | Add +10.7% | 21,099 | $2.2M |
| LifeGuide Financial Advisors, LLC | 0.79% | Reduce -0.0% | 21,047 | $2.2M |
| Patten Group, Inc. | 0.41% | Add +59.6% | 20,260 | $2.1M |
| Virtus Family Office LLC | 1.94% | Add +48.2% | 20,043 | $2.1M |
| Phillips Financial Management, LLC | 0.14% | Reduce -2.7% | 19,909 | $2.1M |
| CGN Advisors LLC | 0.17% | Add +40.9% | 19,703 | $2.0M |
| Investment Partners Asset Management, Inc. | 1.34% | Add +2.9% | 19,610 | $2.0M |
| Retireful, LLC | 1.95% | Reduce -13.1% | 19,558 | $2.0M |
| Silver Oak Wealth Advisors Services, LLC | 1.30% | No change | 19,121 | $2.0M |
| Global Retirement Partners, LLC | 0.04% | Add +8.2% | 19,043 | $2.0M |
| Roundview Capital LLC | 0.12% | Add +2.6% | 18,984 | $2.0M |
| SWP Financial LLC | 1.00% | Add +5.8% | 18,978 | $2.0M |
| Fermata Advisors, LLC | 0.50% | Add +4.4% | 18,941 | $2.0M |
| Sharper & Granite LLC | 0.69% | Add +5.2% | 18,645 | $1.9M |
| BNP Paribas Financial Markets | 0.00% | Add +9.4% | 18,411 | $1.9M |
| Collaborative Wealth Managment Inc. | 0.77% | Add +105.3% | 18,409 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -0.9% | 18,323 | $1.9M |
| BridgePort Financial Solutions, LLC | 0.51% | Reduce -1.4% | 18,252 | $1.9M |
| Advus Financial Partners, LLC | 0.45% | Add +100.4% | 18,227 | $1.9M |
| Vertex Planning Partners, LLC | 0.35% | Add +271.9% | 17,897 | $1.8M |
| Valeo Financial Advisors, LLC | 0.04% | Add +0.0% | 17,737 | $1.8M |
| &partners | 0.01% | Add +67.3% | 17,739 | $1.8M |
| Tritonpoint Wealth, LLC | 0.15% | Add +2.6% | 17,434 | $1.8M |
| Belpointe Asset Management LLC | 0.07% | Add +19.9% | 17,376 | $1.8M |
| Balefire, LLC | 0.35% | Add +2.2% | 16,841 | $1.7M |
| One Wealth Map LLC | 0.93% | Reduce -1.8% | 16,913 | $1.7M |
| High Falls Advisors, Inc | 0.36% | Add +0.3% | 16,734 | $1.7M |
| 21 West Wealth Management LLC | 1.63% | Add +6.5% | 16,627 | $1.7M |
| Ground Swell Capital, LLC | 3.72% | New | 16,378 | $1.7M |
| Integrity Alliance, Llc. | 0.08% | Add +17.5% | 16,262 | $1.7M |
| Citigroup Inc. | 0.00% | Reduce -20.6% | 16,052 | $1.7M |
| Successful Portfolios LLC | 0.96% | Add +4.5% | 15,936 | $1.6M |
| Signal Advisors Wealth, LLC | 0.15% | Reduce -57.7% | 15,746 | $1.6M |
| Heritage Investment Group, Inc. | 0.26% | Add +5.5% | 15,710 | $1.6M |
| Atlatl Advisers LLC | 0.62% | Reduce -1.1% | 15,058 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +11.4% | 14,955 | $1.5M |
| Prairie Wealth Advisors, Inc. | 0.63% | Reduce -2.9% | 14,844 | $1.5M |
| Pinnacle Wealth Management Group, Inc. | 0.78% | Reduce -1.3% | 14,783 | $1.5M |
| VanderPol Investments L.L.C. | 2.96% | Add +9.7% | 14,713 | $1.5M |
| Matrix Trust Co | 0.24% | Reduce -10.7% | 14,717 | $1.5M |
| Comerica Bank | 0.01% | Add +36.1% | 14,587 | $1.5M |
| Sellwood Investment Partners LLC | 0.60% | Add +7.6% | 14,580 | $1.5M |
| Wallace Advisory Group, LLC | 1.19% | Reduce -8.6% | 14,366 | $1.5M |
| D L Carlson Investment Group Inc. | 0.25% | New | 14,272 | $1.5M |
| Mendota Financial Group, LLC | 1.09% | Add +17.3% | 14,139 | $1.5M |
| XY Planning Network, Inc. | 0.50% | No change | 14,145 | $1.5M |
| Shared Vision Wealth Group LLC | 0.61% | Add +36.5% | 13,919 | $1.4M |
| Sagespring Wealth Partners, LLC | 0.03% | Add +10.5% | 13,915 | $1.4M |
| VERITY Wealth Advisors | 0.90% | No change | 13,841 | $1.4M |
| First PREMIER Bank | 0.32% | Add +6.4% | 13,837 | $1.4M |
| Brand Asset Management Group, Inc. | 0.40% | New | 13,789 | $1.4M |
| DecisionMap Wealth Management, LLC | 0.91% | Add +4.5% | 13,735 | $1.4M |
| TAGStone Capital, Inc. | 0.55% | Add +3.1% | 13,410 | $1.4M |
| Independent Family Office, LLC | 0.59% | No change | 13,400 | $1.4M |
| Evelyn Partners Investment Management LLP | 0.04% | Add +0.5% | 13,182 | $1.4M |
| Whittier Trust Co. | 0.02% | Reduce -0.3% | 13,192 | $1.4M |
| Financial Advocates Investment Management | 0.76% | Reduce -42.3% | 13,137 | $1.4M |
| Evexia Wealth LLC | 0.41% | Add +5.6% | 13,096 | $1.4M |
| SigFig Wealth Management, LLC | 0.04% | Add +7.1% | 12,748 | $1.3M |
| RDA Financial Network | 0.32% | Reduce -11.0% | 12,708 | $1.3M |
| Stephens Inc. | 0.02% | Add +32.4% | 12,683 | $1.3M |
| True Vision MN LLC | 0.68% | Add +1.2% | 12,607 | $1.3M |
| Tyche Wealth Partners LLC | 0.23% | Add +64.0% | 12,578 | $1.3M |
| Canandaigua National Bank & Trust Co. | 0.11% | Reduce -2.0% | 12,551 | $1.3M |
| Midwest Capital Advisors, LLC | 0.62% | Add +5.9% | 12,532 | $1.3M |
| Icon Wealth Advisors, LLC | 0.09% | Reduce -16.7% | 12,504 | $1.3M |
| Ridgewood Investments LLC | 0.54% | Add +69.4% | 12,493 | $1.3M |
| Private Trust Co. NA | 0.11% | Add +17.1% | 12,401 | $1.3M |
| WealthShield Partners, LLC | 0.14% | Add +3.7% | 12,298 | $1.3M |
| Roberts Glore & Co. Inc. | 0.35% | Add +1.5% | 12,218 | $1.3M |
| Comprehensive Money Management Services LLC | 0.89% | Add +1.0% | 12,179 | $1.3M |
| Cardiff Park Advisors, LLC | 0.10% | Add +153.9% | 12,166 | $1.3M |
| Simplicity Wealth,LLC | 0.07% | Reduce -47.7% | 12,121 | $1.3M |
| PFG Advisors | 0.05% | Reduce -7.2% | 12,067 | $1.2M |
| Breakwater Investment Management | 0.46% | No change | 12,003 | $1.2M |
| Tidemark, LLC | 0.36% | Add +0.7% | 12,002 | $1.2M |
| Blue Trust, Inc. | 0.01% | Reduce -16.3% | 11,953 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.5% | 11,819 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -4.6% | 11,696 | $1.2M |
| Focus Financial Network, Inc. | 0.04% | Add +8.9% | 11,559 | $1.2M |
| Ehrlich Financial Group | 0.71% | Add +54.4% | 11,494 | $1.2M |
| Bay Harbor Wealth Management, LLC | 0.32% | Add +2.0% | 11,315 | $1.2M |
| PAX Financial Group, LLC | 0.21% | Reduce -1.6% | 11,123 | $1.1M |
| Sovran Advisors, LLC | 0.10% | Add +19.7% | 11,145 | $1.1M |
| Curbstone Financial Management Corp | 0.22% | No change | 11,050 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.12% | No change | 11,044 | $1.1M |
| Tennessee Valley Asset Management Partners | 0.15% | New | 10,919 | $1.1M |
| Snowden Capital Advisors LLC | 0.03% | Add +1.7% | 10,585 | $1.1M |
| Edge Financial Advisors LLC | 0.49% | Add +271.5% | 10,542 | $1.1M |
| Strathmore Capital Advisors, Inc. | 0.44% | Reduce -6.4% | 10,288 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.33% | Add +1.1% | 10,210 | $1.1M |
| JGP Wealth Management, LLC | 0.11% | Add +0.8% | 9,990 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.02% | Add +79.7% | 9,812 | $1.0M |
| NWF Advisory Services Inc. | 0.11% | Reduce -67.0% | 9,784 | $1.0M |
| First United Bank & Trust | 0.33% | Reduce -26.3% | 9,781 | $1.0M |
| Scotia Capital Inc. | 0.00% | Add +74.2% | 9,664 | $999K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +30.4% | 9,633 | $996K |
| Nwam LLC | 0.05% | Reduce -6.1% | 9,542 | $987K |
| Prospera Financial Services Inc | 0.02% | Add +1.3% | 9,527 | $985K |
| Boltwood Capital Management | 0.26% | Add +43.9% | 9,500 | $982K |
| L. Roy Papp & Associates, LLP | 0.11% | No change | 9,400 | $972K |
| Empirical Asset Management, LLC | 0.26% | Add +11.1% | 9,229 | $954K |
| Prosperity Consulting Group, LLC | 0.05% | Reduce -20.6% | 8,991 | $929K |
| Level Four Advisory Services, LLC | 0.03% | Add +108.3% | 8,939 | $924K |
| Private Wealth Management Group, LLC | 0.25% | Add +0.4% | 8,807 | $910K |
| Rathbones Group PLC | 0.00% | Reduce -44.1% | 8,735 | $903K |
| Meitav Investment House Ltd. | 0.01% | Add +75.2% | 8,709 | $899K |
| Pettinga Financial Advisors LLC | 0.18% | Add +48.9% | 8,692 | $898K |
| Invst, LLC | 0.10% | Reduce -0.7% | 8,688 | $898K |
| Country Club Bank | 0.05% | No change | 8,621 | $891K |
| Capasso Planning Partners LLC | 0.55% | Reduce -11.7% | 8,569 | $886K |
| Stone House Investment Management, LLC | 0.15% | Add +9.4% | 8,480 | $876K |
| Gateway Wealth Partners, LLC | 0.12% | New | 8,350 | $863K |
| LaSalle St. Investment Advisors, LLC | 0.15% | Reduce -9.2% | 8,283 | $856K |
| VestGen Investment Management | 0.51% | Add +16.8% | 8,279 | $856K |
| Princeton Global Asset Management LLC | 0.14% | Reduce -2.5% | 8,210 | $849K |
| Two Sigma Securities, LLC | 0.12% | Reduce -45.1% | 8,168 | $844K |
| Andina Capital Management, LLC | 0.48% | Reduce -9.5% | 8,160 | $843K |
| Joseph P. Lucia & Associates, LLC | 0.32% | Reduce -3.3% | 8,158 | $843K |
| Allworth Financial LP | 0.00% | Add +6.0% | 8,125 | $840K |
| Savvy Advisors, Inc. | 0.04% | Add +27.2% | 8,055 | $833K |
| Evelyn Partners Asset Management Ltd | 0.19% | Add +33.8% | 8,043 | $831K |
| Copperleaf Capital, LLC | 0.40% | New | 8,004 | $827K |
| IHT Wealth Management, LLC | 0.02% | Add +9.1% | 8,001 | $827K |
| Latitude Advisors, LLC | 0.38% | Reduce -3.4% | 7,999 | $827K |
| West Wealth Group, LLC | 0.19% | Add +10.6% | 7,957 | $823K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 7,847 | $811K |
| Glass Jacobson Investment Advisors llc | 0.29% | Reduce -19.1% | 7,809 | $807K |
| Canandaigua National Trust Co of Florida | 0.64% | Reduce -2.6% | 7,781 | $804K |
| Acorn Financial Advisory Services Inc. | 0.12% | Add +8.9% | 7,761 | $802K |
| Arbor Investment Advisors, LLC | 0.10% | Reduce -1.0% | 7,731 | $799K |
| Pinion Investment Advisors, LLC | 0.21% | Add +79.4% | 7,434 | $769K |
| CIBC Private Wealth Group LLC | 0.00% | Add +21.8% | 7,440 | $769K |
| Summit Financial, LLC | 0.01% | Add +23.4% | 7,385 | $763K |
| Northwest Capital Management Inc | 0.79% | Reduce -2.1% | 7,269 | $751K |
| Waverly Advisors, LLC | 0.01% | Reduce -2.2% | 7,266 | $751K |
| Jane Street Group, LLC | 0.00% | New | 7,245 | $749K |
| Hilltop Holdings Inc. | 0.04% | Add +5.6% | 7,236 | $748K |
| Riverbend Wealth Management, LLC | 0.51% | Add +18.1% | 7,127 | $737K |
| Norden Group LLC | 0.07% | Reduce -19.0% | 7,046 | $728K |
| Stokes Family Office, LLC | 0.07% | Add +28.2% | 6,973 | $721K |
| Csenge Advisory Group | 0.03% | Reduce -62.4% | 6,967 | $720K |
| Selective Wealth Management, Inc. | 0.23% | Reduce -8.9% | 6,906 | $713K |
| Robinswood Financial LLC | 0.24% | Reduce -0.3% | 6,891 | $712K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -0.4% | 6,846 | $708K |
| Middleton & Co. Inc. | 0.08% | No change | 6,841 | $707K |
| Avant Financial Advisors LLC | 0.53% | Add +29.9% | 6,812 | $704K |
| Northwest Wealth Management, LLC | 0.12% | Reduce -3.5% | 6,811 | $704K |
| United Asset Strategies, Inc. | 0.06% | Add +0.1% | 6,810 | $704K |
| Liberty Wealth Management LLC | 0.10% | Add +19.9% | 6,763 | $699K |
| Endeavor Private Wealth, Inc. | 0.21% | Add +6.0% | 6,577 | $680K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -15.0% | 6,526 | $675K |
| Westover Capital Advisors, LLC | 0.12% | Reduce -4.2% | 6,514 | $673K |
| Cambridge Capital Management, LLC | 0.32% | Add +15.9% | 6,452 | $667K |
| Potomac Fund Management Inc. | 0.03% | Reduce -0.3% | 6,447 | $666K |
| Factor Wealth Management LTD | 0.17% | Add +4.0% | 6,416 | $663K |
| Financial Network Wealth Advisors LLC | 0.72% | Reduce -2.2% | 6,412 | $663K |
| Lodestar Private Asset Management LLC | 0.07% | Reduce -2.2% | 6,408 | $662K |
| Buttonwood Financial Group, LLC | 0.28% | Reduce -6.5% | 6,354 | $656K |
| McNaughton Wealth Management, LLC | 0.27% | Add +28.2% | 6,262 | $647K |
| Mayflower Financial Advisors, LLC | 0.08% | Add +7.7% | 6,241 | $645K |
| Thrive Capital Management, LLC | 0.17% | Add +17.9% | 6,226 | $644K |
| WASHINGTON TRUST Co | 0.02% | Reduce -3.1% | 6,223 | $643K |
| Corepath Wealth Partners LLC | 0.47% | Reduce -28.1% | 6,213 | $641K |
| BOS Asset Management, LLC | 0.18% | Add +33.4% | 6,176 | $638K |
| Visionary Horizons, LLC | 0.35% | Reduce -0.5% | 6,144 | $635K |
| Disciplined Investments, LLC | 0.25% | Reduce -0.5% | 6,119 | $632K |
| SFG Wealth Management, LLC. | 0.27% | New | 6,108 | $631K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -51.9% | 6,101 | $631K |
| Centaurus Financial, Inc. | 0.03% | Reduce -0.7% | 6,095 | $630K |
| Mma Asset Management LLC | 0.21% | Add +28.7% | 6,056 | $626K |
| JB Capital LLC | 0.03% | Add +3.8% | 6,036 | $624K |
| Theory Financial LLC | 0.22% | Add +29.9% | 6,017 | $622K |
| ONE Advisory Partners, LLC | 0.19% | Add +8.5% | 6,010 | $622K |
| 360 Financial, Inc. | 0.20% | Reduce -22.5% | 5,967 | $617K |
| Principal Securities, Inc. | 0.01% | Add +27.6% | 5,959 | $616K |
| Cornerstone Planning Group LLC | 0.10% | Add +2734.9% | 5,925 | $611K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -6.5% | 5,894 | $609K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.56% | Reduce -0.1% | 5,839 | $604K |
| BWM Planning, LLC | 0.18% | Add +139.3% | 5,781 | $598K |
| HRT Financial LP | 0.00% | New | 5,780 | $597K |
| ORG Partners LLC | 0.11% | Add +7.8% | 5,674 | $586K |
| RFG Advisory, LLC | 0.01% | Reduce -80.9% | 5,626 | $582K |
| Collier Financial | 0.44% | — | 5,622 | $581K |
| Wealthspan Partners, LLC | 0.22% | Reduce -11.2% | 5,604 | $579K |
| Elevation Point Wealth Partners, LLC | 0.04% | Reduce -5.9% | 5,546 | $573K |
| Silver Grove Financial Group, Inc. | 0.54% | — | 5,509 | $569K |
| FC Advisory LLC | 0.17% | Add +0.7% | 5,467 | $565K |
| LWM Advisory Services, LLC | 0.33% | Reduce -1.9% | 5,414 | $560K |
| Synovus Financial Corp. | 0.01% | Add +12.0% | 5,406 | $559K |
| Beacon Financial Advisory LLC | 0.13% | Add +0.1% | 5,381 | $556K |
| Echo Wealth Management, LLC | 0.32% | Add +3.8% | 5,334 | $551K |
| Wealth Alliance, LLC | 0.06% | Add +22.9% | 5,326 | $551K |
| Scarborough Advisors, LLC | 0.10% | Add +16.8% | 5,304 | $548K |
| Clear Investment Research, LLC | 0.73% | Add +0.7% | 5,254 | $543K |
| Stratos Investment Management, LLC | 0.02% | Add +2.4% | 5,224 | $540K |
| Rik Saylor Financial, Inc. | 0.39% | Reduce -2.3% | 5,181 | $535K |
| Gibbs Wealth Management | 0.12% | Add +10.2% | 5,178 | $535K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +1.1% | 5,164 | $534K |
| Wealthspire Advisors, LLC | 0.00% | Add +11.4% | 5,129 | $530K |
| Keystone Financial Services | 0.16% | Reduce -3.4% | 5,077 | $525K |
| Continuum Wealth Advisors, LLC | 0.22% | Reduce -4.3% | 5,069 | $524K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.16% | Reduce -22.3% | 5,028 | $520K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 4,986 | $515K |
| Lodestone Wealth Management LLC | 0.23% | Reduce -1.4% | 4,978 | $515K |
| LaFleur & Godfrey LLC | 0.06% | Add +3.0% | 4,919 | $508K |
| Apollon Wealth Management, LLC | 0.01% | Add +39.7% | 4,907 | $507K |
| Greenleaf Trust | 0.00% | Reduce -5.5% | 4,880 | $504K |
| Apeiron RIA LLC | 0.11% | Add +58.7% | 4,814 | $497K |
| Blue Edge Capital, LLC | 0.07% | Add +2.4% | 4,798 | $496K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -26.4% | 4,783 | $492K |
| PBMares Wealth Management LLC | 0.08% | Add +3.7% | 4,740 | $490K |
| Walter & Keenan Wealth Management LLC /in/ | 0.13% | Add +0.1% | 4,698 | $486K |
| OneAscent Financial Services LLC | 0.03% | Add +28.7% | 4,690 | $485K |
| Security Financial Services, INC. | 0.08% | Reduce -54.6% | 4,628 | $478K |
| Meridian Wealth Management, LLC | 0.02% | Add +2.2% | 4,602 | $476K |
| Obermeyer Wealth Partners | 0.02% | Reduce -6.9% | 4,577 | $473K |
| Financial Harvest, LLC | 0.32% | Add +0.2% | 4,575 | $473K |
| Cyndeo Wealth Partners, LLC | 0.03% | Add +0.0% | 4,564 | $472K |
| North Ridge Wealth Advisors, Inc. | 0.27% | Add +0.0% | 4,540 | $469K |
| Geneos Wealth Management Inc. | 0.01% | Add +5.3% | 4,534 | $469K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | No change | 4,495 | $465K |
| Ellis Investment Partners, LLC | 0.08% | Add +6.7% | 4,480 | $463K |
| LifePlan Investment Advisors, Inc. | 0.19% | Add +3.5% | 4,477 | $463K |
| Sharp Wealth Advisory, LLC | 0.25% | Add +39.4% | 4,473 | $462K |
| Tsfg, LLC | 0.07% | Add +17.0% | 4,429 | $458K |
| ARK & TLK Investments, LLC | 0.15% | Reduce -24.6% | 4,428 | $458K |
| Avid Wealth Partners LLC | 0.23% | Reduce -2.9% | 4,418 | $457K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -1.4% | 4,383 | $453K |
| Legacy Financial Group LLC | 0.06% | Add +16.9% | 4,371 | $452K |
| One Wealth Capital Management, LLC | 0.20% | Add +28.1% | 4,353 | $450K |
| Florida Financial Advisors, LLC | 0.14% | Reduce -16.1% | 4,327 | $447K |
| GTS Securities LLC | 0.02% | Reduce -16.1% | 4,317 | $446K |
| MADDEN SECURITIES Corp | 0.13% | No change | 4,210 | $435K |
| Keystone Wealth Services, LLC | 0.09% | New | 4,196 | $434K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +70.3% | 4,161 | $430K |
| Advisors Preferred, LLC | 0.06% | Add +121.1% | 4,154 | $429K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -19.5% | 4,064 | $420K |
| Adalta Capital Management LLC | 0.19% | New | 4,060 | $420K |
| Range Financial Group LLC | 0.15% | Add +12.1% | 4,043 | $418K |
| Northern Trust Corp. | 0.00% | Reduce -6.6% | 4,042 | $418K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.7% | 4,004 | $414K |
| Gen-Wealth Partners Inc | 0.14% | Add +0.2% | 4,005 | $414K |
| Strategic Wealth Partners, Ltd. | 0.03% | Add +2.3% | 3,900 | $403K |
| Eagle Capital Management, LLC | 0.15% | No change | 3,812 | $394K |
| Toth Financial Advisory Corp. | 0.04% | Add +8.3% | 3,790 | $392K |
| Centurion Wealth Management LLC | 0.09% | Add +6.0% | 3,787 | $391K |
| Independent Financial Group, LLC | 0.01% | Reduce -0.3% | 3,784 | $391K |
| Grand Wealth Management, LLC | 0.19% | Reduce -5.4% | 3,762 | $389K |
| Kohmann Bosshard Financial Services, LLC | 0.04% | No change | 3,598 | $372K |
| Vise Technologies, Inc. | 0.01% | Add +6.9% | 3,591 | $371K |
| Essential Partners LLC | 0.12% | Reduce -5.5% | 3,574 | $369K |
| Greenspring Advisors, LLC | 0.07% | — | 3,564 | $368K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -0.9% | 3,562 | $368K |
| Chokshi & Queen Wealth Advisors, Inc | 0.19% | New | 3,527 | $365K |
| Affinity Capital Advisors, LLC | 0.06% | Add +20.3% | 3,503 | $361K |
| Firethorn Wealth Partners, LLC | 0.14% | New | 3,473 | $359K |
| Core Wealth Partners LLC | 0.16% | No change | 3,468 | $358K |
| Wbi Investments, LLC | 0.09% | Add +12.3% | 3,467 | $358K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -22.6% | 3,408 | $352K |
| Market Street Wealth Management Advisors LLC | 0.06% | Add +0.2% | 3,378 | $349K |
| Hoxton Planning & Management, LLC | 0.11% | Add +26.4% | 3,371 | $348K |
| Bridge Generations Wealth Management LLC | 0.23% | Add +21.4% | 3,340 | $345K |
| Prairiewood Capital, LLC | 0.11% | Reduce -7.4% | 3,319 | $343K |
| First National Bank & Trust Co. of Newtown | 0.06% | New | 3,300 | $341K |
| Transcend Capital Advisors, LLC | 0.02% | Add +7.5% | 3,268 | $338K |
| M&T Bank Corp | 0.00% | No change | 3,253 | $336K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -9.0% | 3,242 | $335K |
| RHS Financial, LLC | 0.17% | Reduce -0.5% | 3,240 | $335K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.14% | Add +0.8% | 3,240 | $335K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $331K |
| Arkadios Wealth Advisors | 0.01% | Reduce -3.4% | 3,200 | $331K |
| Morton Community Bank | 0.08% | No change | 3,200 | $330K |
| Adams Wealth Management | 0.07% | Reduce -6.7% | 3,185 | $329K |
| CacheTech Inc. | 0.07% | Reduce -6.7% | 3,185 | $329K |
| SFI Advisors, LLC | 0.21% | New | 3,174 | $328K |
| Aurelius Family Office LLC | 0.14% | Reduce -0.1% | 3,140 | $325K |
| Harbour Investments, Inc. | 0.01% | Add +18.3% | 3,130 | $323K |
| Atwater Malick LLC | 0.09% | No change | 3,124 | $323K |
| TCFG Wealth Management, LLC | 0.13% | Add +0.6% | 3,113 | $322K |
| Keebeck Wealth Management | 0.04% | Add +26.5% | 3,105 | $321K |
| Gladstone Institutional Advisory LLC | 0.01% | Add +2.3% | 3,095 | $320K |
| Braun-Bostich & Associates Inc. | 0.20% | Add +4.6% | 3,089 | $319K |
| Global View Capital Management LLC | 0.07% | New | 3,086 | $319K |
| Lido Advisors, LLC | 0.00% | Reduce -2.6% | 3,072 | $318K |
| Regimen Wealth, LLC | 0.09% | Reduce -1.5% | 3,061 | $316K |
| Uptick Partners, LLC | 0.08% | Reduce -10.7% | 3,037 | $314K |
| Rothschild Wealth LLC | 0.07% | Add +1.1% | 2,944 | $304K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -12.6% | 2,931 | $303K |
| Leo Wealth, LLC | 0.04% | New | 2,913 | $301K |
| XTX Topco Ltd | 0.02% | New | 2,909 | $301K |
| W.H. Cornerstone Investments Inc. | 0.18% | Add +22.8% | 2,879 | $298K |
| Satovsky Asset Management LLC | 0.06% | Add +1.1% | 2,869 | $297K |
| One Capital Management, LLC | 0.01% | Reduce -94.0% | 2,852 | $295K |
| Coastal Bridge Advisors, LLC | 0.02% | Add +0.3% | 2,806 | $290K |
| Sovereign Financial Group, Inc. | 0.05% | No change | 2,803 | $290K |
| Redwood Investment Management, LLC | 0.03% | Add +5.6% | 2,774 | $287K |
| Avior Wealth Management, LLC | 0.01% | Add +13.6% | 2,775 | $287K |
| Mach-1 Financial Group, LLC | 0.05% | New | 2,773 | $287K |
| Integrity Advisory Solutions, LLC | 0.05% | — | 2,773 | $287K |
| Oppenheimer & Co. Inc. | 0.00% | Add +21.1% | 2,755 | $285K |
| Tradewinds Capital Management, LLC | 0.06% | No change | 2,735 | $283K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 2,734 | $283K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 2,734 | $283K |
| First Command Advisory Services, Inc. | 0.00% | Add +17.5% | 2,728 | $282K |
| MKT Advisors LLC | 0.10% | Add +13.6% | 2,720 | $281K |
| Western Wealth Management, LLC | 0.01% | Reduce -29.4% | 2,716 | $281K |
| BCU Wealth Advisors, LLC | 0.11% | Add +4.8% | 2,707 | $280K |
| Independence Financial Advisors, LLC | 0.08% | Reduce -48.5% | 2,692 | $278K |
| Pflug Koory, LLC | 0.13% | Add +46.1% | 2,687 | $278K |
| Cary Street Partners Financial LLC | 0.01% | Add +0.1% | 2,673 | $276K |
| Wedbush Securities Inc. | 0.01% | Reduce -5.1% | 2,671 | $276K |
| Tradition Wealth Management, LLC | 0.02% | Add +4.1% | 2,670 | $276K |
| Lee Financial Co | 0.03% | Reduce -35.0% | 2,643 | $273K |
| Ashton Thomas Securities, LLC | 0.04% | New | 2,635 | $272K |
| Spectrum Planning & Advisory Services Inc. | 0.15% | Reduce -4.4% | 2,629 | $272K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -12.2% | 2,602 | $269K |
| Prism Advisors, Inc. | 0.07% | Add +13.7% | 2,592 | $268K |
| Bravias Capital Group, LLC | 0.18% | Reduce -0.3% | 2,584 | $267K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,580 | $267K |
| Concorde Asset Management, LLC | 0.11% | — | 2,580 | $266K |
| Debussy Capital Management LP | 0.04% | Reduce -7.6% | 2,562 | $265K |
| AdvisorNet Financial, Inc | 0.01% | Add +11.8% | 2,526 | $261K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -0.1% | 2,523 | $261K |
| Liberty Capital Management, Inc. | 0.05% | No change | 2,519 | $260K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -33.2% | 2,529 | $260K |
| Victory Financial Group, LLC | 0.04% | New | 2,514 | $260K |
| Accurate Wealth Management, LLC | 0.03% | Add +2.1% | 2,481 | $257K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $256K |
| Boston Family Office LLC | 0.02% | New | 2,459 | $254K |
| New England Private Wealth Advisors LLC | 0.03% | New | 2,422 | $250K |
| Fortis Capital Advisors, LLC | 0.04% | New | 2,420 | $250K |
| Blankinship & Foster, LLC | 0.05% | Add +0.9% | 2,415 | $250K |
| Fiduciary Trust Co | 0.00% | No change | 2,399 | $248K |
| Davis Wealth Advisors, LLC | 0.22% | Add +19.1% | 2,347 | $243K |
| Maridea Wealth Management LLC | 0.04% | Add +9.6% | 2,332 | $241K |
| Aspire Private Capital, LLC | 0.05% | Add +3.3% | 2,332 | $241K |
| Brookwood Investment Group LLC | 0.03% | New | 2,321 | $240K |
| Continuum Advisory, LLC | 0.03% | Reduce -52.8% | 2,291 | $237K |
| Elevation Wealth Partners, LLC | 0.08% | No change | 2,270 | $235K |
| HBW Advisory Services LLC | 0.03% | Reduce -85.9% | 2,256 | $233K |
| ShoreHaven Wealth Partners, LLC | 0.09% | Add +2.4% | 2,245 | $232K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -0.7% | 2,243 | $232K |
| Evanson Asset Management, LLC | 0.01% | No change | 2,241 | $232K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 2,225 | $230K |
| Strategic Wealth Investment Group, LLC | 0.02% | New | 2,215 | $229K |
| Wingate Wealth Advisors, Inc. | 0.16% | Reduce -3.7% | 2,205 | $228K |
| Kovack Advisors, Inc. | 0.02% | Add +0.3% | 2,184 | $226K |
| Ergawealth Advisors, Inc. | 0.10% | New | 2,163 | $224K |
| AlphaCore Capital LLC | 0.01% | Add +1.1% | 2,151 | $222K |
| First Bank & Trust | 0.04% | New | 2,144 | $222K |
| Sax Wealth Advisors, LLC | 0.01% | New | 2,137 | $221K |
| AQR Capital Management | 0.00% | New | 2,103 | $217K |
| Redwood Financial Network Corp | 0.14% | Reduce -5.6% | 2,091 | $216K |
| Maripau Wealth Management LLC | 0.11% | Reduce -74.9% | 2,085 | $216K |
| Trustmark Bank Trust Department | 0.01% | No change | 2,085 | $216K |
| Spire Wealth Management | 0.01% | Reduce -29.7% | 2,074 | $214K |
| Certus Wealth Management, LLC | 0.13% | New | 2,062 | $213K |
| Aprio Wealth Management, LLC | 0.02% | No change | 2,060 | $213K |
| Moneco Advisors, LLC | 0.02% | New | 2,049 | $212K |
| Symmetry Partners, LLC | 0.02% | No change | 2,032 | $210K |
| Grant Street Asset Management, Inc. | 0.04% | New | 2,024 | $209K |
| TSA Wealth Managment LLC | 0.07% | Reduce -0.2% | 2,005 | $207K |
| Basso Capital Management, L.P. | 0.14% | New | 2,000 | $207K |
| Sterneck Capital Management, LLC | 0.10% | No change | 2,000 | $207K |
| WBH Advisory Inc. | 0.02% | No change | 2,000 | $207K |
| Stratos Wealth Advisors, LLC | 0.01% | Add +0.1% | 1,984 | $205K |
| Ted Buchan & Co | 0.08% | Reduce -64.9% | 1,961 | $203K |
| Inlight Wealth Management, LLC | 0.09% | Add +30.1% | 1,917 | $198K |
| GeoWealth Management, LLC | 0.01% | Add +88.6% | 1,912 | $198K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | Add +1.1% | 1,611 | $167K |
| CoreCap Advisors, LLC | 0.01% | Add +23.5% | 1,461 | $151K |
| Stelac Advisory Services LLC | 0.05% | New | 1,454 | $150K |
| Horizons Wealth Management | 0.09% | No change | 1,276 | $132K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.04% | No change | 1,241 | $128K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 1,240 | $128K |
| Cape Investment Advisory, Inc. | 0.13% | Add +36.7% | 1,236 | $128K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -14.2% | 1,138 | $118K |
| Cary Street Partners Investment Advisory LLC | 0.05% | Add +8.2% | 1,062 | $110K |
| Barrett & Company, Inc. | 0.04% | No change | 1,051 | $109K |
| TD Capital Management LLC | 0.01% | Add +1.1% | 1,045 | $108K |
| Legacy Bridge, LLC | 0.04% | No change | 1,030 | $106K |
| Retirement Wealth Solutions LLC | 0.07% | No change | 1,028 | $106K |
| LGT Financial Advisors LLC | 0.22% | Add +301.2% | 999 | $103K |
| Fifth Third Bancorp | 0.00% | Reduce -54.0% | 980 | $101K |
| Motco | 0.01% | New | 962 | $99K |
| Kings Path Partners LLC | 0.03% | No change | 872 | $90K |
| Winnacle Wealth LLC | 0.07% | New | 856 | $89K |
| Parallel Advisors, LLC | 0.00% | Add +16.0% | 811 | $84K |
| Founders Financial Alliance, LLC | 0.02% | Add +1831.7% | 792 | $82K |
| NFSG Corp | 0.01% | No change | 639 | $66K |
| Chesapeake Asset Management LLC | 0.06% | No change | 627 | $65K |
| Mather Group, Llc. | 0.00% | New | 618 | $64K |
| IMG Wealth Management, Inc. | 0.04% | No change | 615 | $64K |
| Signature Resources Capital Management, LLC | 0.03% | Add +38.3% | 592 | $61K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +5380.0% | 548 | $57K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 520 | $54K |
| C M Bidwell & Associates Ltd. | 0.03% | No change | 515 | $53K |
| Sound Income Strategies, LLC | 0.00% | Add +129.3% | 516 | $53K |
| Rossby Financial, LCC | 0.02% | Reduce -4.3% | 470 | $49K |
| Medallion Wealth Advisors, LLC | 0.02% | No change | 468 | $48K |
| SouthState Bank Corp | 0.00% | New | 465 | $48K |
| Ameriflex Group, Inc. | 0.02% | Reduce -98.0% | 460 | $48K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.8% | 444 | $46K |
| WFA of San Diego, LLC | 0.03% | Reduce -14.0% | 430 | $44K |
| Rice Partnership, LLC | 0.01% | New | 402 | $42K |
| Avalon Trust Co | 0.00% | New | 400 | $41K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +3.6% | 398 | $41K |
| Colonial Trust Co / SC | 0.01% | No change | 383 | $40K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $34K |
| Running Point Capital Advisors, LLC | 0.01% | No change | 328 | $34K |
| Trust Co. of Vermont | 0.00% | New | 306 | $32K |
| Raffa Wealth Management, LLC | 0.01% | New | 291 | $30K |
| Chapman Financial Group, LLC | 0.02% | Add +16.0% | 290 | $30K |
| New Republic Capital, LLC | 0.01% | Add +7.0% | 289 | $30K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -7.3% | 279 | $29K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 267 | $28K |
| Covestor Ltd | 0.01% | Add +5.7% | 259 | $27K |
| Rossmore Private Capital | 0.00% | New | 250 | $26K |
| Rosenberg Matthew Hamilton | 0.01% | No change | 233 | $24K |
| AllSquare Wealth Management LLC | 0.01% | Reduce -15.1% | 225 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.9% | 212 | $22K |
| Arcadia Investment Management Corp. | 0.00% | No change | 210 | $22K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 200 | $21K |
| Clearstead Advisors, LLC | 0.00% | No change | 200 | $21K |
| Larson Financial Group LLC | 0.00% | Add +0.6% | 172 | $18K |
| Root Financial Partners, LLC | 0.00% | New | 170 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +100.0% | 166 | $17K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 165 | $17K |
| Strategic Advocates LLC | 0.00% | New | 158 | $16K |
| Lanark Financial, Inc. | 0.00% | No change | 155 | $16K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 152 | $16K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -27.3% | 141 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 140 | $14K |
| Franklin Resources Inc. | 0.00% | No change | 136 | $14K |
| Deutsche Bank AG | 0.00% | No change | 131 | $14K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 119 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -23.5% | 117 | $12K |
| Key Financial Inc | 0.00% | New | 103 | $11K |
| Global Trust Asset Management, LLC | 0.00% | No change | 100 | $10K |
| Luminist Capital LLC | 0.01% | No change | 100 | $10K |
| Mascoma Wealth Management LLC | 0.00% | No change | 98 | $10K |
| HFM Investment Advisors, LLC | 0.00% | Reduce -2.1% | 95 | $10K |
| WealthCollab, LLC | 0.00% | No change | 94 | $10K |
| American Capital Advisory, LLC | 0.00% | No change | 88 | $9K |
| Park Place Capital Corp | 0.00% | No change | 83 | $9K |
| Team Financial Group, LLC | 0.00% | Add +1.3% | 80 | $8K |
| Westfuller Advisors, LLC | 0.00% | New | 79 | $8K |
| Curio Wealth, LLC | 0.00% | Add +3650.0% | 75 | $8K |
| LRI Investments, LLC | 0.00% | No change | 72 | $7K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 69 | $7K |
| Bangor Savings Bank | 0.00% | New | 62 | $6K |
| Orion Capital Management LLC | 0.00% | No change | 57 | $6K |
| FSA Wealth Management LLC | 0.00% | No change | 48 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| Heartwood Wealth Advisors LLC | 0.00% | New | 41 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 40 | $4K |
| Imprint Wealth LLC | 0.01% | — | 38 | $4K |
| Redmont Wealth Advisors LLC | 0.01% | No change | 37 | $4K |
| Compass Financial Services Inc | 0.00% | Add +3.5% | 30 | $3K |
| Maryland Capital Advisors Inc. | 0.00% | New | 26 | $3K |
| Future Financial Wealth Managment LLC | 0.00% | No change | 25 | $3K |
| Raleigh Capital Management Inc. | 0.00% | Reduce -64.9% | 13 | $1K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | — | 10 | $1K |
| Cloud Capital Management, LLC | 0.00% | New | 16 | $1K |
| Salem Investment Counselors Inc. | 0.00% | No change | 8 | $827 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 7 | $724 |
| Signaturefd, LLC | 0.00% | New | 6 | $638 |
| Activest Wealth Management | 0.00% | New | 6 | $620 |
| Financial Life Planners | 0.00% | New | 4 | $428 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $310 |
| Bank of Montreal | 0.00% | Reduce -100.0% | 3 | $310 |
| Quent Capital, LLC | 0.00% | New | 3 | $310 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $211 |
| Asset Dedication, LLC | 0.00% | No change | 2 | $207 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $103 |
| Guerra Advisors Inc | 0.00% | New | 1 | $103 |
| Avion Wealth | 0.00% | New | 3 | $0 |
"% 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.