iShares 0-5 Year Tips Bond ESTIPETF
13F holders, Q1 2026 (March 31)763holders −1
82new positions
76sold out
1famous investor
$102.50avg. 13F price*
At the end of Q1 2026, 763 institutions reported holding iShares 0-5 Year Tips Bond E (STIP) in their 13F filings, down 1 from Q4 2025. 82 opened new positions and 76 sold out. The largest holders were BlackRock, Inc. ($4.4B), Betterment LLC ($464.1M) and LPL Financial LLC ($323.1M). One famous investor held it 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 82 | $357.3M |
| Exits | 76 | $155.8M |
All 13F filers, Q4 2025 → Q1 2026: 25,811,776 shares bought and 10,544,932 shares sold, net +15,266,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 763 holders
| BlackRock, Inc. | 0.08% | Add +40.3% | 42,279,068 | $4.4B |
| Betterment LLC | 0.88% | Add +2.6% | 4,487,580 | $464.1M |
| LPL Financial LLC | 0.09% | Add +11.4% | 3,123,669 | $323.1M |
| Modera Wealth Management, LLC | 3.03% | Add +7.2% | 2,442,854 | $252.7M |
| Ritholtz Wealth Management | 4.32% | Add +6.8% | 2,409,803 | $249.2M |
| Morgan Stanley | 0.01% | Add +12.2% | 1,785,559 | $184.7M |
| Adventist Health System Sunbelt Healthcare Corp. | 5.65% | Add +113.7% | 1,560,200 | $161.4M |
| Main Management Fund Advisors LLC | 12.76% | New | 2,480,600 | $152.0M |
| Coldstream Capital Management Inc. | 1.86% | Add +554.5% | 1,453,255 | $150.3M |
| Bank of America Corp. | 0.01% | Reduce -60.4% | 1,333,398 | $137.9M |
| Wealthcare Advisory Partners LLC | 2.43% | Add +5.3% | 1,209,342 | $125.1M |
| O'shaughnessy Asset Management, LLC | 0.60% | Add +3.9% | 1,163,284 | $120.3M |
| Envestnet Asset Management Inc. | 0.03% | Add +31.1% | 1,125,270 | $116.4M |
| Partners Capital Investment Group, LLP | 3.83% | Reduce -23.7% | 983,845 | $101.8M |
| Ameriprise Financial Inc. | 0.02% | Add +16.5% | 973,318 | $100.7M |
| SCS Capital Management LLC | 1.06% | Add +78.3% | 967,994 | $100.1M |
| Farther Finance Advisors, LLC | 0.92% | Add +28.1% | 946,212 | $97.6M |
| JPMorgan Chase & Co. | 0.01% | Reduce -30.4% | 942,661 | $97.5M |
| Flputnam Investment Management Co. | 1.44% | Add +2.3% | 935,426 | $96.8M |
| Kestra Investment Management, LLC | 1.65% | Add +346.9% | 923,635 | $95.5M |
| Wealthcare Capital Management LLC | 9.49% | Add +6.7% | 917,536 | $94.9M |
| Tortoise Investment Management, LLC | 7.18% | Add +48.3% | 840,231 | $86.9M |
| Destination Wealth Management | 2.22% | Add +3.5% | 825,668 | $85.4M |
| Maseco LLP | 2.51% | Add +5.6% | 774,850 | $80.1M |
| Raymond James Financial Inc. | 0.02% | Add +4.7% | 772,578 | $79.9M |
| M. Kulyk & Associates, LLC | 14.03% | Add +37.2% | 726,680 | $75.2M |
| Haverford Trust Co | 0.67% | Add +6.3% | 708,230 | $73.3M |
| State Street Corp. | 0.00% | Reduce -0.7% | 652,613 | $67.5M |
| Dynasty Wealth Management, LLC | 0.59% | Reduce -40.6% | 650,096 | $67.2M |
| Beacon Pointe Advisors, LLC | 0.35% | Add +15.0% | 640,243 | $66.2M |
| Keating Investment Counselors Inc. | 16.33% | Add +11.7% | 637,361 | $65.9M |
| Quotient Wealth Partners, LLC | 1.73% | Reduce -40.4% | 634,015 | $65.6M |
| Cerity Partners LLC | 0.09% | Reduce -0.6% | 629,364 | $64.9M |
| Abacus Planning Group, Inc. | 8.39% | Add +10.4% | 602,288 | $62.3M |
| Wells Fargo & Company | 0.01% | Add +0.7% | 565,736 | $58.5M |
| Martin & Co. Inc. | 9.46% | No change | 537,540 | $55.6M |
| 3EDGE Asset Management, LP | 2.64% | Reduce -52.6% | 528,613 | $54.7M |
| FMR LLC | 0.00% | Reduce -80.0% | 527,406 | $54.5M |
| Amplius Wealth Advisors, LLC | 4.40% | Add +5.7% | 510,301 | $52.8M |
| Empowered Funds, LLC | 0.33% | Reduce -1.7% | 508,001 | $52.4M |
| AlTi Global, Inc. | 1.14% | Reduce -2.4% | 505,346 | $52.3M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Add +45.3% | 481,437 | $49.8M |
| Gould Asset Management LLC | 8.44% | Add +15.3% | 469,722 | $48.6M |
| Cetera Investment Advisers | 0.05% | Add +1.6% | 453,628 | $46.9M |
| Mercer Global Advisors Inc. | 0.07% | Add +487.3% | 429,384 | $44.4M |
| LVW Advisors, LLC | 4.22% | Add +2.5% | 418,646 | $43.3M |
| Sigma Investment Counselors Inc. | 2.23% | Add +1.7% | 407,325 | $42.1M |
| Altfest L J & Co. Inc. | 4.33% | Add +2.6% | 391,581 | $40.5M |
| Modern Wealth Management, LLC | 0.62% | Reduce -19.5% | 351,679 | $36.3M |
| CENTRAL TRUST Co | 0.71% | Reduce -4.0% | 348,215 | $36.0M |
| Summitry LLC | 1.22% | Reduce -3.6% | 335,086 | $34.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +78.7% | 317,303 | $32.8M |
| AMJ Financial Wealth Management | 7.72% | New | 314,997 | $32.6M |
| Kelman-Lazarov, Inc. | 4.62% | Add +2.8% | 311,471 | $32.2M |
| Austin Asset Management Co Inc | 5.42% | Add +7.0% | 310,550 | $32.1M |
| World Investment Advisors | 0.51% | Reduce -10.6% | 308,576 | $31.9M |
| Evoke Wealth, LLC | 0.58% | Add +19.9% | 306,484 | $31.7M |
| Prime Capital Investment Advisors, LLC | 0.36% | Add +4.5% | 302,644 | $31.3M |
| NewEdge Advisors, LLC | 0.11% | Add +60.7% | 285,672 | $29.5M |
| Creative Planning | 0.02% | Reduce -5.9% | 274,824 | $28.4M |
| UBS Group AG | 0.01% | Add +4.8% | 272,353 | $28.2M |
| Opus Capital Group, LLC | 2.99% | New | 268,570 | $27.8M |
| HighTower Advisors, LLC | 0.03% | Add +1.4% | 258,893 | $26.8M |
| Osaic Holdings, Inc. | 0.04% | Add +16.8% | 256,561 | $26.5M |
| Seneca Financial Advisors LLC | 7.54% | Add +6.1% | 248,663 | $25.7M |
| ProVise Management Group, LLC | 1.77% | Add +4.8% | 237,320 | $24.5M |
| Rockland Trust Co. | 0.98% | Add +1.9% | 236,135 | $24.4M |
| MAI Capital Management | 0.14% | Add +2.3% | 235,506 | $24.4M |
| Royal Bank of Canada | 0.00% | Add +16.0% | 231,665 | $24.0M |
| NorthRock Partners, LLC | 0.38% | Add +3.8% | 227,876 | $23.6M |
| Syon Capital LLC | 1.18% | New | 225,964 | $23.4M |
| SoundView Advisors Inc. | 8.04% | Add +3.9% | 218,439 | $22.6M |
| Walker Financial Services, Inc. | 7.61% | Add +14.4% | 215,048 | $22.2M |
| Integrated Wealth Concepts LLC | 0.18% | Add +28.8% | 212,212 | $21.9M |
| Stordahl Capital Management, Inc. | 4.52% | Add +2.4% | 211,973 | $21.9M |
| Pure Financial Advisors, LLC | 0.32% | Reduce -1.1% | 210,983 | $21.8M |
| AE Wealth Management LLC | 0.11% | Add +2918.1% | 204,023 | $21.1M |
| Deane Retirement Strategies, Inc. | 8.24% | Add +206229.2% | 198,076 | $20.5M |
| Arkansas Financial Group, Inc. | 2.80% | Add +6.3% | 194,455 | $20.1M |
| DDFG, Inc | 4.28% | Add +3.0% | 192,015 | $19.9M |
| Portland Global Advisors LLC | 2.10% | Add +1.9% | 190,454 | $19.7M |
| Parcion Private Wealth LLC | 1.22% | Add +1.8% | 190,109 | $19.7M |
| Financial Gravity Asset Management, Inc. | 3.43% | Add +3.2% | 186,235 | $19.3M |
| Ancora Advisors LLC | 0.40% | Add +0.4% | 181,566 | $18.8M |
| Exencial Wealth Advisors, LLC | 0.58% | Add +1.9% | 181,263 | $18.7M |
| Elm Partners Management LLC | 0.80% | Reduce -58.2% | 179,257 | $18.5M |
| Stadion Money Management, LLC | 1.86% | Reduce -1.0% | 178,430 | $18.5M |
| Kwmg, LLC | 1.50% | Add +3.8% | 173,959 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -10.6% | 173,642 | $18.0M |
| Jeppson Wealth Management, LLC | 5.56% | Add +0.4% | 171,466 | $17.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.31% | Reduce -2.0% | 170,271 | $17.6M |
| NorthCoast Asset Management LLC | 0.40% | Add +111.9% | 168,427 | $17.4M |
| Prime Buchholz LLC | 8.76% | Add +59.1% | 162,116 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Add +19.2% | 158,604 | $16.4M |
| Northland Capital Management LLC | 8.94% | Add +60.2% | 158,107 | $16.4M |
| PNC Financial Services Group, Inc. | 0.01% | Reduce -5.7% | 157,585 | $16.3M |
| BIP Wealth, LLC | 0.65% | Add +5.4% | 154,557 | $16.0M |
| Valmark Advisers, Inc. | 0.19% | Add +0.2% | 153,892 | $15.9M |
| AJ Advisors, LLC | 5.66% | Add +3.9% | 147,499 | $15.3M |
| MML Investors Services, LLC | 0.04% | Add +8.9% | 146,143 | $15.1M |
| American Money Management, LLC | 2.35% | Add +3.8% | 143,521 | $14.8M |
| JSF Financial, LLC | 2.90% | Reduce -34.1% | 142,972 | $14.8M |
| Ethos Financial Group, LLC | 1.07% | Add +4.4% | 141,659 | $14.7M |
| Amundi | 0.00% | No change | 138,000 | $14.3M |
| Continuum Wealth Advisors, LLC | 5.92% | Add +2742.5% | 137,889 | $14.3M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -20.1% | 180,449 | $14.1M |
| Galvin, Gaustad & Stein, LLC | 1.13% | Reduce -1.7% | 135,121 | $14.0M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +10.8% | 134,598 | $13.9M |
| Collaborative Wealth Managment Inc. | 6.31% | Add +303.6% | 132,483 | $13.7M |
| Ethos Capital Management, Inc. | 11.60% | Add +20.3% | 130,714 | $13.5M |
| Park Edge Advisors, LLC | 3.12% | Add +3.8% | 130,686 | $13.5M |
| NBT Bank, N.A. | 0.88% | Add +2.9% | 130,487 | $13.5M |
| McMorgan & Co. LLC | 2.15% | Add +2.5% | 128,603 | $13.3M |
| Corient Private Wealth LP | 0.02% | Reduce -2.5% | 126,645 | $13.0M |
| Portfolio Design Labs, LLC | 2.23% | Add +28.1% | 121,334 | $12.5M |
| Discipline Wealth Solutions, LLC | 1.31% | Add +25.4% | 120,138 | $12.4M |
| Insight Wealth Strategies, LLC | 1.37% | New | 118,544 | $12.3M |
| Guggenheim Capital LLC | 0.10% | Reduce -8.2% | 117,444 | $12.1M |
| Prasad Wealth Partners, LLC | 3.30% | Add +1.6% | 117,335 | $12.1M |
| Stifel Financial Corp. | 0.01% | Reduce -14.8% | 115,282 | $11.9M |
| Holcombe Financial, Inc. | 7.00% | Add +5.8% | 115,158 | $11.9M |
| Consilio Wealth Advisors, LLC | 3.38% | New | 111,829 | $11.6M |
| Waverly Advisors, LLC | 0.09% | Add +1488.5% | 111,764 | $11.6M |
| Leavell Investment Management, Inc. | 0.47% | Add +11.8% | 110,737 | $11.5M |
| Talon Private Wealth, LLC | 1.52% | — | 110,494 | $11.4M |
| First National Trust Co | 0.38% | Reduce -27.2% | 107,629 | $11.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.0% | 107,021 | $11.1M |
| Alesco Advisors, LLC, An ESL Co | 0.28% | Add +1.4% | 105,629 | $10.9M |
| Courier Capital LLC | 0.59% | Reduce -0.1% | 102,667 | $10.6M |
| Mgo One Seven LLC | 0.21% | Add +3.8% | 102,602 | $10.6M |
| Financial Plan, Inc. | 1.13% | Add +4.7% | 102,298 | $10.6M |
| Ascent Group, LLC | 0.36% | Add +25.9% | 100,281 | $10.4M |
| Greenline Partners, LLC | 1.10% | Reduce -0.6% | 99,023 | $10.2M |
| Cambridge Associates LLC /Ma/ | 0.16% | Add +4.8% | 98,340 | $10.2M |
| Columbus Macro, LLC | 1.06% | Add +4.2% | 96,176 | $9.9M |
| Greenwich Wealth Management LLC | 0.41% | New | 95,911 | $9.9M |
| Summit Trail Advisors, LLC | 0.14% | Add +3.8% | 95,580 | $9.9M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -2.5% | 95,327 | $9.9M |
| Brookstone Capital Management | 0.11% | Add +0.1% | 92,748 | $9.6M |
| First Horizon Corp. | 0.39% | Add +0.3% | 91,124 | $9.4M |
| Penobscot Wealth Management | 2.77% | Add +7.0% | 90,663 | $9.4M |
| Trivant Custom Portfolio Group, LLC | 5.10% | New | 89,914 | $9.3M |
| Lutz Financial Services LLC | 0.62% | Add +7.2% | 89,402 | $9.2M |
| Bank of Montreal | 0.00% | Add +197.1% | 89,194 | $9.2M |
| Jones Financial Companies LLLP | 0.00% | Add +53.7% | 88,617 | $9.1M |
| Clear Creek Financial Management, LLC | 0.69% | Reduce -4.1% | 86,432 | $8.9M |
| Elevate Wealth Advisory, Inc. | 5.45% | Add +6.5% | 83,535 | $8.6M |
| Financial Planning Navigators CORP | 3.78% | Add +2.1% | 83,353 | $8.6M |
| Canal Capital Management, LLC | 1.16% | New | 82,970 | $8.6M |
| Blair William & Co. | 0.02% | Reduce -0.5% | 81,919 | $8.5M |
| Sugar Maple Asset Management, LLC | 5.00% | Add +8.2% | 79,596 | $8.2M |
| First Trust Bank, Ltd. | 15.93% | New | 78,354 | $8.1M |
| Nations Financial Group Inc, /Ia/ | 0.42% | Add +2.0% | 78,044 | $8.1M |
| Sterling Investment Advisors LLC | 3.87% | Add +0.7% | 77,939 | $8.1M |
| Savant Capital, LLC | 0.04% | Add +154.6% | 77,360 | $8.0M |
| Equita Financial Network, Inc. | 2.52% | Reduce -0.2% | 77,352 | $8.0M |
| MJT & Associates Financial Advisory Group, Inc. | 5.83% | Add +9.4% | 76,827 | $7.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +76.0% | 76,564 | $7.9M |
| Western Reserve Capital Management, LLC | 6.42% | Add +4.0% | 75,678 | $7.8M |
| Integris Wealth Management, LLC | 1.73% | Add +1.4% | 72,797 | $7.5M |
| Focus Partners Wealth | 0.01% | Add +50.1% | 71,895 | $7.5M |
| Private Advisory Group LLC | 0.51% | New | 70,266 | $7.3M |
| Stephens Inc. | 0.09% | Add +275.4% | 68,268 | $7.1M |
| Perigon Wealth Management, LLC | 0.13% | Reduce -0.8% | 68,258 | $7.1M |
| Quadcap Wealth Management, LLC | 0.80% | Reduce -3.5% | 68,208 | $7.1M |
| Lake Hills Wealth Management, LLC | 3.93% | Reduce -28.1% | 67,987 | $7.0M |
| Straight Path Wealth Management | 1.84% | Add +10.9% | 66,761 | $6.9M |
| Family Legacy Financial Solutions, LLC | 5.58% | Add +23.6% | 66,627 | $6.9M |
| McIlrath & Eck, LLC | 0.51% | Reduce -4.9% | 65,935 | $6.8M |
| Alhambra Investment Management LLC | 3.08% | Add +5.1% | 64,544 | $6.7M |
| Home Federal Bank of Tennessee | 1.63% | Add +34.2% | 62,917 | $6.5M |
| Bleakley Financial Group, LLC | 0.10% | Reduce -2.3% | 62,651 | $6.5M |
| IFP Advisors, Inc | 0.13% | Add +26.2% | 61,799 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.07% | Add +2107.3% | 61,673 | $6.4M |
| Kure Advisory, LLC | 3.46% | Add +3.9% | 61,377 | $6.3M |
| City State Bank | 1.64% | Add +3.0% | 61,140 | $6.3M |
| B. Riley Wealth Advisors, Inc. | 0.40% | Reduce -1.4% | 59,223 | $6.1M |
| Fischer Financial Services, Inc. | 2.05% | Add +1.7% | 59,062 | $6.1M |
| Estate Counselors, LLC | 0.54% | New | 58,525 | $6.1M |
| Friedenthal Financial | 2.98% | Add +4.5% | 57,336 | $5.9M |
| Cornerstone Financial Group, LLC | 3.72% | Add +3.2% | 55,960 | $5.8M |
| Sanctuary Advisors, LLC | 0.03% | Add +7.3% | 56,020 | $5.8M |
| Advisory Services Network, LLC | 0.08% | Add +3.9% | 56,015 | $5.8M |
| Fifth Third Securities, Inc. | 0.37% | Add +2.6% | 55,803 | $5.8M |
| Arkadios Wealth Advisors | 0.09% | New | 55,442 | $5.7M |
| Summit Financial, LLC | 0.07% | Add +651.8% | 55,418 | $5.7M |
| Equitable Holdings, Inc. | 0.04% | Add +22.1% | 55,719 | $5.7M |
| Hillcrest Wealth Advisors - NY, LLC | 2.31% | Add +2.5% | 55,070 | $5.7M |
| Wealthcare Capital Partners, LLC | 2.65% | Add +8.1% | 54,642 | $5.7M |
| Performance Wealth Partners, LLC | 0.16% | Reduce -0.8% | 53,904 | $5.6M |
| Wealthspire Retirement, LLC | 0.32% | Add +1.7% | 52,188 | $5.4M |
| New Capital Management LP | 1.31% | Reduce -17.6% | 51,455 | $5.3M |
| Private Advisor Group, LLC | 0.02% | Add +5.7% | 51,380 | $5.3M |
| Altiora Financial Group, LLC | 0.87% | No change | 50,984 | $5.3M |
| Semitam Bonam LLC | 4.22% | Add +9.6% | 49,874 | $5.2M |
| Slow Capital, Inc. | 0.66% | Add +6.5% | 49,494 | $5.1M |
| D L Carlson Investment Group Inc. | 0.88% | New | 49,271 | $5.1M |
| Truist Financial Corp. | 0.01% | Reduce -26.0% | 49,030 | $5.1M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -2.5% | 48,923 | $5.1M |
| Cibc World Market Inc. | 0.01% | Reduce -14.2% | 48,839 | $5.1M |
| Vigilare Wealth Management | 1.70% | Add +172.1% | 48,562 | $5.0M |
| Creative Financial Designs Inc. | 0.30% | Reduce -14.3% | 48,131 | $5.0M |
| Stone Summit Wealth LLC | 1.35% | Add +2.4% | 46,974 | $4.9M |
| Signet Financial Management, LLC | 0.53% | Reduce -3.6% | 45,890 | $4.7M |
| Royal Harbor Partners, LLC | 1.60% | Add +6.0% | 45,718 | $4.7M |
| Fund Evaluation Group, LLC | 0.14% | Add +129.0% | 44,690 | $4.6M |
| Mirae Asset Global Investments Co., Ltd. | 0.01% | Reduce -45.7% | 44,500 | $4.6M |
| Bridge Generations Wealth Management LLC | 2.62% | Add +196.8% | 44,198 | $4.6M |
| Arcataur Capital Management LLC | 1.26% | Reduce -0.2% | 43,744 | $4.5M |
| NorthCrest Asset Manangement, LLC | 0.14% | Reduce -19.5% | 43,653 | $4.5M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -27.4% | 43,484 | $4.5M |
| Physician Wealth Advisors, Inc. | 0.62% | Reduce -1.4% | 42,785 | $4.4M |
| Assetmark, Inc. | 0.01% | Reduce -90.6% | 42,584 | $4.4M |
| Prudential PLC | 0.03% | New | 41,230 | $4.3M |
| Fairview Capital Investment Management, LLC | 0.23% | Add +14.9% | 40,976 | $4.2M |
| Greenspring Advisors, LLC | 0.26% | Add +3.4% | 40,585 | $4.2M |
| Eagle Wealth Advisors LLC | 3.83% | Add +54.7% | 40,167 | $4.2M |
| Dogwood Wealth Management LLC | 1.79% | Add +4.2% | 39,823 | $4.1M |
| Tower Research Capital LLC (TRC) | 0.11% | Reduce -66.0% | 39,814 | $4.1M |
| Copia Wealth Management | 2.82% | Add +8.8% | 39,708 | $4.1M |
| James Investment Research, Inc. | 0.46% | Add +46.6% | 39,516 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Reduce -31.5% | 39,049 | $4.0M |
| Mackenzie Financial Corp. | 0.00% | Reduce -1.8% | 37,800 | $3.9M |
| Hershey Financial Advisers, LLC | 3.36% | New | 37,673 | $3.9M |
| Wealthspan Partners, LLC | 1.33% | Add +23.0% | 36,615 | $3.8M |
| American Wealth Advisors, LLC | 3.92% | Reduce -4.1% | 36,382 | $3.8M |
| Echo45 Advisors LLC | 2.11% | Add +3.1% | 36,298 | $3.8M |
| Trilogy Capital Inc. | 0.17% | Reduce -2.3% | 36,260 | $3.8M |
| Hudson Portfolio Management LLC | 3.05% | Add +2.0% | 35,033 | $3.6M |
| Ares Financial Consulting, LLC | 2.85% | Reduce -9.8% | 35,126 | $3.6M |
| Sofi Wealth, LLC | 0.17% | Add +8.8% | 33,576 | $3.5M |
| Victory Capital Management Inc. | 0.00% | Reduce -88.0% | 33,552 | $3.5M |
| Madden Advisory Services, Inc. | 1.37% | Add +0.9% | 33,517 | $3.5M |
| Trademark Financial Management, LLC | 1.69% | Add +14.8% | 33,407 | $3.5M |
| Koss-Olinger Consulting, LLC | 0.29% | Add +14.8% | 33,375 | $3.5M |
| Martin Capital Partners, LLC | 1.28% | Reduce -0.5% | 33,185 | $3.4M |
| Brooklyn FI, LLC | 0.72% | Reduce -4.6% | 33,085 | $3.4M |
| Passive Capital Management, LLC. | 1.00% | Reduce -4.1% | 32,534 | $3.4M |
| Liberty Atlantic Advisors LLC | 2.82% | Add +68.9% | 31,867 | $3.3M |
| Maltin Wealth Management, Inc. | 1.25% | Add +4.2% | 31,734 | $3.3M |
| CreativeOne Wealth, LLC | 0.07% | Reduce -20.6% | 30,820 | $3.2M |
| Van Hulzen Asset Management, LLC | 0.23% | Add +13.9% | 30,322 | $3.1M |
| Bell Investment Advisors, Inc | 0.49% | Reduce -8.9% | 30,097 | $3.1M |
| CFS Investment Advisory Services, LLC | 0.21% | Reduce -20.5% | 29,899 | $3.1M |
| Chicago Partners Investment Group LLC | 0.07% | Add +0.4% | 29,739 | $3.1M |
| Sigma Planning Corp | 0.09% | Reduce -4.1% | 29,786 | $3.1M |
| Strategic Blueprint, LLC | 0.18% | Reduce -0.7% | 29,584 | $3.1M |
| DMC Group, LLC | 2.06% | Add +16.9% | 29,476 | $3.0M |
| Chesley Taft & Associates LLC | 0.13% | Add +10.7% | 29,407 | $3.0M |
| Prospera Financial Services Inc | 0.05% | Add +226.9% | 29,126 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Reduce -0.3% | 28,831 | $3.0M |
| Elevated Financial Group LLC | 0.98% | Add +11.0% | 28,673 | $3.0M |
| Van Strum & Towne Inc. | 0.87% | Add +9.4% | 28,657 | $3.0M |
| Breakwater Capital Group | 0.40% | Add +0.4% | 28,642 | $3.0M |
| Brookwood Investment Group LLC | 0.37% | Add +808.6% | 28,041 | $2.9M |
| Heck Capital Advisors, LLC | 0.21% | Add +10.5% | 27,809 | $2.9M |
| Synergy Asset Management, LLC | 0.30% | New | 27,747 | $2.9M |
| Beckerman Institutional, LLC | 1.52% | Add +1.8% | 27,673 | $2.9M |
| Soltis Investment Advisors LLC | 0.19% | Add +0.0% | 27,526 | $2.8M |
| Investment Partners Asset Management, Inc. | 1.76% | Add +3.5% | 27,524 | $2.8M |
| Stillwater Private Wealth, LLC | 2.38% | — | 27,173 | $2.8M |
| Snider Financial Group | 0.84% | Add +6.1% | 26,912 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +84.5% | 26,521 | $2.7M |
| Regal Investment Advisors LLC | 0.15% | Add +2.8% | 25,896 | $2.7M |
| Approach Retirement Advisors, LLC | 2.21% | Add +17.5% | 25,721 | $2.7M |
| CGN Advisors LLC | 0.21% | Add +8.8% | 25,312 | $2.6M |
| Godfrey Financial Associates, Inc. | 2.25% | Add +194.3% | 25,311 | $2.6M |
| Independent Wealth Network Inc. | 0.76% | Add +1.3% | 24,797 | $2.6M |
| Silver Oak Securities, Incorporated | 0.19% | Reduce -14.0% | 24,590 | $2.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.5% | 24,589 | $2.5M |
| Carr Financial Group Corp | 0.67% | Reduce -2.0% | 24,507 | $2.5M |
| Alpha Omega Wealth Management LLC | 0.41% | Reduce -0.2% | 24,319 | $2.5M |
| Cwm, LLC | 0.01% | Reduce -8.5% | 24,250 | $2.5M |
| Sellwood Investment Partners LLC | 0.99% | Add +44.1% | 24,231 | $2.5M |
| Ignite Planners, LLC | 0.39% | Add +4.7% | 24,195 | $2.5M |
| Fairway Wealth LLC | 0.65% | Reduce -7.5% | 23,994 | $2.5M |
| Traub Capital Management LLC | 2.46% | Add +5.9% | 23,987 | $2.5M |
| Mustico Financial Group, Inc. | 1.73% | Reduce -20.0% | 23,795 | $2.5M |
| Victory Financial Group, LLC | 0.30% | Add +110.2% | 23,827 | $2.5M |
| LifeGuide Financial Advisors, LLC | 0.76% | Reduce -2.0% | 23,057 | $2.4M |
| Ewing Morris & Co. Investment Partners Ltd. | 1.06% | Reduce -4.1% | 22,615 | $2.3M |
| &partners | 0.01% | Add +61.1% | 21,835 | $2.3M |
| Montecito Bank & Trust | 0.38% | Reduce -5.2% | 22,320 | $2.3M |
| Portland Financial Advisors Inc | 4.80% | Add +0.9% | 22,305 | $2.3M |
| Boltwood Capital Management | 0.59% | Add +85.2% | 22,265 | $2.3M |
| Peak Financial Management, Inc. | 0.58% | Add +3.0% | 22,201 | $2.3M |
| Silver Oak Wealth Advisors Services, LLC | 1.46% | Reduce -8.1% | 21,738 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -67.4% | 21,431 | $2.2M |
| Lazari Capital Management, Inc. | 0.77% | Add +1.1% | 21,305 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +14.8% | 21,204 | $2.2M |
| Eq Wealth Advisors, LLC | 1.28% | Reduce -7.7% | 21,190 | $2.2M |
| Signal Advisors Wealth, LLC | 0.15% | Add +15.6% | 20,742 | $2.1M |
| Independent Family Office, LLC | 0.88% | Add +2.5% | 20,570 | $2.1M |
| Roundview Capital LLC | 0.13% | Add +0.6% | 20,334 | $2.1M |
| First United Bank & Trust | 0.68% | Add +222.1% | 20,260 | $2.1M |
| Strategic Financial Concepts, LLC | 0.51% | Add +4.7% | 20,110 | $2.1M |
| Portside Wealth Group, LLC | 0.28% | Reduce -51.9% | 20,018 | $2.1M |
| Belpointe Asset Management LLC | 0.07% | Add +18.8% | 19,768 | $2.0M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -27.0% | 19,631 | $2.0M |
| Financial & Tax Architects, LLC | 0.45% | Reduce -1.9% | 19,441 | $2.0M |
| Blue Edge Capital, LLC | 0.26% | Add +48.9% | 19,183 | $2.0M |
| Advisor OS, LLC | 0.14% | New | 19,103 | $2.0M |
| Fermata Advisors, LLC | 0.44% | Add +13.9% | 19,100 | $2.0M |
| Advus Financial Partners, LLC | 0.49% | Add +1.7% | 19,039 | $2.0M |
| Capasso Planning Partners LLC | 1.06% | Add +0.1% | 18,931 | $2.0M |
| Heritage Investment Group, Inc. | 0.30% | Add +5.7% | 18,927 | $2.0M |
| Evelyn Partners Investment Management LLP | 0.05% | No change | 18,825 | $1.9M |
| Amara Financial, Llc. | 1.32% | Reduce -33.3% | 18,493 | $1.9M |
| Hilltop Holdings Inc. | 0.17% | Add +243.6% | 18,483 | $1.9M |
| Choreo, LLC | 0.02% | Reduce -7.6% | 18,470 | $1.9M |
| Whittier Trust Co. | 0.02% | Add +39.8% | 18,442 | $1.9M |
| Mendota Financial Group, LLC | 1.41% | Add +2.7% | 18,389 | $1.9M |
| Citigroup Inc. | 0.00% | Add +10.1% | 18,338 | $1.9M |
| Sharper & Granite LLC | 0.65% | Reduce -3.6% | 18,314 | $1.9M |
| 21 West Wealth Management LLC | 1.75% | Reduce -3.7% | 18,220 | $1.9M |
| Virtus Family Office LLC | 1.61% | Reduce -18.8% | 18,219 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -13.0% | 17,926 | $1.9M |
| Valeo Financial Advisors, LLC | 0.04% | Add +3.3% | 18,316 | $1.8M |
| Arlington Financial Advisors, LLC | 0.26% | Reduce -67.4% | 17,583 | $1.8M |
| One Wealth Map LLC | 0.88% | Add +0.8% | 17,495 | $1.8M |
| SeedSafe Financial LLC | 1.48% | Add +16.9% | 17,361 | $1.8M |
| Winter & Associates, Inc. | 1.56% | Add +58.0% | 17,284 | $1.8M |
| BridgePort Financial Solutions, LLC | 0.50% | Reduce -2.7% | 17,102 | $1.8M |
| Guidance Capital, Inc. | 0.39% | Add +374.4% | 16,842 | $1.7M |
| Perennial Investment Advisors, LLC | 0.14% | Reduce -46.4% | 16,801 | $1.7M |
| Visionary Horizons, LLC | 0.84% | Add +150.2% | 16,552 | $1.7M |
| McCartney Wealth Management LLC | 1.43% | Add +2.0% | 16,470 | $1.7M |
| Roberts Glore & Co. Inc. | 0.45% | Add +3.8% | 15,957 | $1.7M |
| Intentional Wealth Strategies, LLC | 1.54% | — | 15,947 | $1.6M |
| TAGStone Capital, Inc. | 0.58% | Reduce -6.3% | 15,906 | $1.6M |
| Successful Portfolios LLC | 0.90% | Reduce -0.8% | 15,729 | $1.6M |
| Atlatl Advisers LLC | 1.20% | Add +214.1% | 15,688 | $1.6M |
| Montag A & Associates Inc. | 0.08% | Add +7.7% | 15,613 | $1.6M |
| Sowell Financial Services LLC | 0.06% | Add +2.7% | 15,569 | $1.6M |
| Tidal Investments LLC | 0.00% | New | 14,705 | $1.5M |
| Phillips Financial Management, LLC | 0.11% | Reduce -22.5% | 14,543 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.3% | 14,480 | $1.5M |
| Tyche Wealth Partners LLC | 0.23% | Add +3.1% | 14,418 | $1.5M |
| Tennessee Valley Asset Management Partners | 0.20% | Add +38.3% | 14,279 | $1.5M |
| Ridgewood Investments LLC | 0.60% | — | 14,190 | $1.5M |
| Edgestream Partners, L.P. | 0.05% | New | 13,974 | $1.4M |
| Fifth Third Bancorp | 0.00% | Add +762.9% | 13,910 | $1.4M |
| VERITY Wealth Advisors | 0.96% | No change | 13,841 | $1.4M |
| Scissortail Wealth Management, LLC | 0.28% | New | 13,695 | $1.4M |
| Transmarket Holdings LP | 0.74% | New | 13,485 | $1.4M |
| Rathbones Group PLC | 0.01% | Reduce -10.0% | 13,467 | $1.4M |
| Hanseatic Management Services Inc. | 1.33% | — | 13,442 | $1.4M |
| Cardiff Park Advisors, LLC | 0.11% | No change | 13,200 | $1.4M |
| Vertex Planning Partners, LLC | 0.26% | Add +156.1% | 13,066 | $1.4M |
| Gateway Wealth Partners, LLC | 0.05% | Add +108.8% | 12,908 | $1.3M |
| RDA Financial Network | 0.33% | Add +1.1% | 12,855 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Reduce -92.3% | 12,740 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Add +10.6% | 12,719 | $1.3M |
| Tidemark, LLC | 0.33% | Add +5.9% | 12,519 | $1.3M |
| Comprehensive Money Management Services LLC | 0.84% | Add +2.1% | 12,434 | $1.3M |
| JGP Wealth Management, LLC | 0.13% | Reduce -4.3% | 12,394 | $1.3M |
| Foundations Investment Advisors, LLC | 0.02% | Add +39.1% | 12,248 | $1.3M |
| XY Planning Network, Inc. | 0.20% | Reduce -2.8% | 12,260 | $1.3M |
| Breakwater Investment Management | 0.46% | Add +0.1% | 12,010 | $1.2M |
| Certior Financial Group, LLC | 0.79% | Reduce -58.3% | 11,999 | $1.2M |
| Atria Investments, Inc | 0.01% | Reduce -24.1% | 11,824 | $1.2M |
| Nwam LLC | 0.07% | Add +15.9% | 11,748 | $1.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.14% | Add +0.7% | 11,720 | $1.2M |
| StoneX Group Inc. | 0.06% | Add +108.9% | 11,619 | $1.2M |
| Pinnacle Wealth Management Group, Inc. | 0.58% | Reduce -11.9% | 11,467 | $1.2M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +2.9% | 11,457 | $1.2M |
| Level Four Advisory Services, LLC | 0.04% | Add +7.5% | 11,408 | $1.2M |
| Brand Asset Management Group, Inc. | 0.31% | Reduce -11.9% | 11,393 | $1.2M |
| Canandaigua National Corp. | 0.10% | — | 11,221 | $1.2M |
| Seeds Investor LLC | 0.16% | New | 11,084 | $1.1M |
| Good Harbor Advisors, Inc. | 1.25% | No change | 11,098 | $1.1M |
| Relyea Zuckerberg Hanson LLC | 0.11% | No change | 11,044 | $1.1M |
| IHT Wealth Management, LLC | 0.03% | Reduce -4.0% | 10,956 | $1.1M |
| Alliance Wealth Advisors, LLC | 0.24% | Reduce -69.8% | 10,653 | $1.1M |
| TritonPoint Partners, LLC | 0.40% | Reduce -42.1% | 10,514 | $1.1M |
| Strathmore Capital Advisors, Inc. | 0.31% | Add +5.3% | 10,442 | $1.1M |
| Evexia Wealth LLC | 0.30% | Add +16.4% | 10,463 | $1.1M |
| Capital Square, LLC | 0.50% | New | 10,392 | $1.1M |
| Gilliland Jeter Wealth Management LLC | 0.31% | Add +3.6% | 10,260 | $1.1M |
| Curbstone Financial Management Corp | 0.20% | No change | 10,250 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +277.8% | 10,208 | $1.1M |
| Independent Advisor Alliance | 0.01% | New | 10,208 | $1.1M |
| Advisor Resource Council | 0.41% | Add +66.3% | 10,131 | $1.0M |
| Kingsview Wealth Management, LLC | 0.01% | New | 10,129 | $1.0M |
| Virtue Capital Management, LLC | 0.16% | Reduce -28.5% | 10,070 | $1.0M |
| Balance Wealth Partners LLC | 0.32% | Reduce -43.8% | 10,006 | $1.0M |
| Fortis Advisors, LLC | 0.52% | Reduce -60.4% | 9,949 | $1.0M |
| Vestmark Advisory Solutions, Inc. | 0.01% | Reduce -21.6% | 9,920 | $1.0M |
| Elevation Capital Advisory, LLC | 0.43% | New | 9,852 | $1.0M |
| Cascade Financial Partners, LLC | 0.10% | Reduce -91.5% | 9,699 | $1.0M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 9,586 | $991K |
| Savvy Advisors, Inc. | 0.03% | Add +4.3% | 9,530 | $986K |
| Patriot Investment Management Group, Inc. | 0.06% | No change | 9,416 | $974K |
| DecisionMap Wealth Management, LLC | 0.62% | Reduce -37.7% | 9,209 | $953K |
| Merit Financial Group, LLC | 0.01% | Add +49.9% | 9,083 | $939K |
| Wealthgarden F.S. LLC | 0.64% | Add +142.4% | 9,067 | $938K |
| Private Wealth Management Group, LLC | 0.24% | Add +0.8% | 8,904 | $921K |
| Bluedoor Private Wealth, LLC | 0.42% | Add +3.5% | 8,856 | $916K |
| Evelyn Partners Asset Management Ltd | 0.22% | No change | 8,815 | $912K |
| Empirical Asset Management, LLC | 0.24% | Add +2.7% | 8,800 | $910K |
| Latitude Advisors, LLC | 0.41% | Add +2.1% | 8,729 | $903K |
| One Wealth Advisors, LLC | 0.11% | Add +27.8% | 8,706 | $900K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -18.9% | 8,633 | $893K |
| TCI Wealth Advisors, Inc. | 0.05% | Reduce -2.8% | 8,461 | $875K |
| Topor & Co. Korea | 0.74% | Add +1.0% | 8,423 | $871K |
| Riverbend Wealth Management, LLC | 0.53% | Add +4.7% | 8,259 | $854K |
| Townsend Financial Planning, LLC | 0.81% | Add +2.0% | 8,079 | $836K |
| First PREMIER Bank | 0.19% | Reduce -8.4% | 8,073 | $835K |
| Keebeck Wealth Management | 0.09% | Add +251.1% | 8,061 | $834K |
| AQR Capital Management | 0.00% | New | 7,995 | $827K |
| Fortitude Family Office, LLC | 0.18% | Add +1249.6% | 7,922 | $819K |
| Matrix Trust Co | 0.14% | Reduce -47.1% | 7,902 | $817K |
| First National Bank of Omaha | 0.03% | No change | 7,871 | $814K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -23.5% | 7,834 | $810K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -35.8% | 7,794 | $806K |
| Avant Financial Advisors LLC | 0.57% | Add +12.9% | 7,789 | $806K |
| Collier Financial | 0.61% | Add +24.9% | 7,745 | $801K |
| LaSalle St. Investment Advisors, LLC | 0.11% | Reduce -2.2% | 7,708 | $797K |
| Cambridge Capital Management, LLC | 0.34% | Add +8.5% | 7,611 | $787K |
| Acorn Financial Advisory Services Inc. | 0.11% | Reduce -4.3% | 7,507 | $776K |
| Allworth Financial LP | 0.00% | Add +0.0% | 7,486 | $774K |
| PFG Advisors | 0.04% | Add +192.8% | 7,396 | $765K |
| Scotia Capital Inc. | 0.00% | Add +44.9% | 7,392 | $765K |
| Trek Financial, LLC | 0.04% | Reduce -83.6% | 7,382 | $764K |
| Cornerstone Financial Management LLC | 0.70% | Reduce -18.1% | 7,343 | $760K |
| Eagle Bay Advisors LLC | 0.67% | Add +18.8% | 7,335 | $759K |
| Potomac Fund Management Inc. | 0.03% | Add +11.4% | 7,189 | $744K |
| Canandaigua National Trust Co of Florida | 0.60% | Reduce -7.7% | 7,172 | $742K |
| Princeton Global Asset Management LLC | 0.12% | Reduce -15.2% | 6,982 | $722K |
| EP Wealth Advisors, LLC | 0.00% | Add +82.1% | 6,980 | $722K |
| Bucket List Wealth Management, LLC | 0.43% | Add +3.4% | 6,975 | $721K |
| Sidoxia Capital Management, LLC | 0.62% | — | 6,955 | $719K |
| Glass Jacobson Investment Advisors llc | 0.25% | Reduce -5.5% | 6,938 | $718K |
| Atlas Capital Advisors Inc. | 0.08% | Add +37.3% | 6,908 | $714K |
| Composition Wealth, LLC | 0.01% | Reduce -97.7% | 6,831 | $707K |
| Arbor Investment Advisors, LLC | 0.09% | Add +6.3% | 6,831 | $706K |
| First Bank & Trust | 0.11% | Add +83.1% | 6,807 | $704K |
| Northwest Wealth Management, LLC | 0.10% | Add +1.1% | 6,738 | $697K |
| PW Advisors, LLC \ FL | 0.52% | Add +4.9% | 6,705 | $694K |
| Joseph P. Lucia & Associates, LLC | 0.25% | Reduce -4.1% | 6,628 | $686K |
| Kovack Advisors, Inc. | 0.04% | Add +89.7% | 6,628 | $684K |
| BOS Asset Management, LLC | 0.17% | Add +4.0% | 6,595 | $682K |
| United Asset Strategies, Inc. | 0.05% | Add +1.8% | 6,594 | $682K |
| Integrity Alliance, Llc. | 0.03% | Reduce -35.7% | 6,561 | $679K |
| Robinswood Financial LLC | 0.21% | No change | 6,528 | $675K |
| Lodestar Private Asset Management LLC | 0.07% | Add +0.6% | 6,508 | $673K |
| Private Trust Co. NA | 0.06% | Reduce -16.1% | 6,490 | $671K |
| Factor Wealth Management LTD | 0.13% | Reduce -0.8% | 6,435 | $666K |
| Holos Integrated Wealth LLC | 0.34% | New | 6,418 | $664K |
| Wedmont Private Capital | 0.02% | Reduce -0.9% | 6,405 | $662K |
| Clarity Asset Management, Inc. | 0.33% | New | 6,396 | $662K |
| Eaton Financial Holdings Company, LLC | 0.21% | New | 6,287 | $650K |
| Vise Technologies, Inc. | 0.01% | No change | 6,334 | $649K |
| Smith Partners Wealth Management, LLC | 0.58% | Add +4.4% | 6,262 | $648K |
| Harbour Investments, Inc. | 0.01% | Add +287.3% | 6,240 | $645K |
| Selective Wealth Management, Inc. | 0.19% | No change | 6,115 | $636K |
| BTG Pactual Asset Management US LLC | 0.06% | Add +1.9% | 6,041 | $625K |
| Disciplined Investments, LLC | 0.22% | Reduce -1.6% | 6,022 | $623K |
| Silver Grove Financial Group, Inc. | 0.50% | Reduce -0.4% | 6,019 | $623K |
| Buttonwood Financial Group, LLC | 0.38% | Add +1.7% | 5,893 | $610K |
| First National Bank & Trust Co. of Newtown | 0.13% | Add +14.2% | 5,881 | $608K |
| Alterna Wealth Management, Inc. | 0.46% | Reduce -21.7% | 5,861 | $606K |
| Cadent Capital Advisors, LLC | 0.16% | Add +5.9% | 5,810 | $601K |
| Westover Capital Advisors, LLC | 0.11% | Reduce -2.0% | 5,801 | $600K |
| Oakmont Advisory Group, LLC | 0.61% | Reduce -34.9% | 5,761 | $596K |
| Stonehaven Wealth & Tax Solutions, LLC | 0.53% | Reduce -1.7% | 5,738 | $593K |
| WealthPlan Investment Management, LLC | 0.03% | New | 5,732 | $593K |
| Corepath Wealth Partners LLC | 0.40% | Reduce -0.0% | 5,720 | $591K |
| Meridian Wealth Management, LLC | 0.02% | Add +24.2% | 5,668 | $586K |
| LongView Wealth Management | 0.15% | Reduce -79.4% | 5,642 | $585K |
| WASHINGTON TRUST Co | 0.02% | Reduce -1.0% | 5,577 | $577K |
| Marotta Asset Management | 0.11% | Add +59.9% | 5,533 | $571K |
| Ascentis Independent Advisors | 0.04% | New | 5,508 | $570K |
| OneAscent Financial Services LLC | 0.03% | Add +10.8% | 5,431 | $562K |
| West Wealth Group, LLC | 0.11% | Reduce -37.4% | 5,374 | $556K |
| XTX Topco Ltd | 0.01% | New | 5,312 | $549K |
| PFG Investments, LLC | 0.03% | New | 5,306 | $549K |
| Wallace Advisory Group, LLC | 0.58% | Reduce -56.7% | 5,276 | $546K |
| FC Advisory LLC | 0.16% | Reduce -1.9% | 5,275 | $546K |
| DeLarme Wealth Management, Inc. | 0.35% | Add +111.5% | 5,265 | $545K |
| Rothschild Capital Partners, LLC | 0.13% | New | 5,253 | $543K |
| RFG Advisory, LLC | 0.01% | Reduce -0.8% | 5,233 | $541K |
| Geneos Wealth Management Inc. | 0.01% | Add +8.1% | 5,165 | $534K |
| LaFleur & Godfrey LLC | 0.07% | Add +2.2% | 5,156 | $533K |
| CIBC Bancorp USA Inc. | 0.00% | — | 5,139 | $533K |
| Archer Investment Management, LLC | 0.22% | Add +157.7% | 5,141 | $532K |
| Stratos Investment Management, LLC | 0.02% | Reduce -0.1% | 5,137 | $531K |
| RHS Financial, LLC | 0.25% | Add +61.3% | 5,069 | $524K |
| Rik Saylor Financial, Inc. | 0.40% | Reduce -1.0% | 5,058 | $523K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 5,029 | $520K |
| Sharp Wealth Advisory, LLC | 0.26% | Add +3.4% | 5,019 | $519K |
| Clear Investment Research, LLC | 0.81% | Reduce -1.3% | 5,016 | $519K |
| Marex Group Ltd | 0.01% | New | 5,000 | $517K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +21.2% | 4,991 | $516K |
| Lowe Brockenbrough & Co. Inc. | 0.03% | No change | 4,986 | $516K |
| Lodestone Wealth Management LLC | 0.20% | No change | 4,978 | $515K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.14% | Reduce -50.0% | 4,932 | $510K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Reduce -5.9% | 4,925 | $509K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -39.4% | 4,906 | $507K |
| Greenleaf Trust | 0.01% | No change | 4,880 | $505K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -67.6% | 4,863 | $503K |
| Ehrlich Financial Group | 0.29% | Reduce -51.2% | 4,857 | $502K |
| RAM Investment Partners, LLC | 0.09% | New | 4,857 | $502K |
| Integrated Advisors Network LLC | 0.03% | Reduce -82.4% | 4,840 | $501K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -1.4% | 4,746 | $491K |
| Centaurus Financial, Inc. | 0.02% | Reduce -0.9% | 4,709 | $487K |
| Financial Harvest, LLC | 0.29% | Add +1.0% | 4,684 | $484K |
| Ellis Investment Partners, LLC | 0.08% | Reduce -1.9% | 4,655 | $482K |
| Blankinship & Foster, LLC | 0.11% | Add +59.7% | 4,600 | $476K |
| Mayflower Financial Advisors, LLC | 0.06% | Add +1.2% | 4,594 | $475K |
| Maridea Wealth Management LLC | 0.07% | Reduce -4.8% | 4,580 | $474K |
| Apex Wealth Management, LLC | 0.32% | Reduce -84.6% | 4,567 | $472K |
| North Ridge Wealth Advisors, Inc. | 0.26% | Add +0.0% | 4,498 | $465K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | No change | 4,495 | $465K |
| CWA Asset Management Group, LLC | 0.02% | Add +101.6% | 4,452 | $460K |
| Verdence Capital Advisors LLC | 0.03% | Add +5.5% | 4,438 | $459K |
| ARK & TLK Investments, LLC | 0.12% | No change | 4,428 | $458K |
| Mountain Capital Investment Advisors Inc. | 0.07% | New | 4,373 | $455K |
| Uptick Partners, LLC | 0.09% | Add +0.4% | 4,392 | $454K |
| MADDEN SECURITIES Corp | 0.14% | Add +3.1% | 4,340 | $449K |
| Patten Group, Inc. | 0.08% | Reduce -36.2% | 4,327 | $448K |
| Obermeyer Wealth Partners | 0.02% | No change | 4,326 | $447K |
| Triad Wealth Partners, LLC | 0.04% | Add +7.7% | 4,324 | $447K |
| Diversify Wealth Management, LLC | 0.01% | Reduce -1.2% | 4,240 | $441K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.1% | 4,247 | $439K |
| Quantinno Capital Management LP | 0.00% | New | 4,236 | $438K |
| Middleton & Co. Inc. | 0.05% | No change | 4,101 | $424K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -35.4% | 4,083 | $422K |
| Madson Wealth Advisors Inc | 0.35% | — | 4,035 | $417K |
| Affinity Capital Advisors, LLC | 0.06% | Reduce -1.2% | 3,988 | $412K |
| Keystone Wealth Services, LLC | 0.09% | Reduce -0.3% | 3,924 | $406K |
| Principal Securities, Inc. | 0.01% | Reduce -42.1% | 3,885 | $402K |
| Fiduciary Trust Co | 0.00% | Add +55.0% | 3,843 | $397K |
| Sovran Advisors, LLC | 0.03% | Reduce -46.9% | 3,803 | $396K |
| Wellington-Altus USA Inc. | 0.23% | Add +7.7% | 3,877 | $396K |
| Laurel Wealth Advisors LLC | 0.04% | Add +26.6% | 3,805 | $394K |
| Essential Partners LLC | 0.13% | Add +6.6% | 3,811 | $394K |
| Eagle Capital Management, LLC | 0.16% | No change | 3,812 | $394K |
| Thrive Capital Management, LLC | 0.09% | Reduce -21.8% | 3,808 | $394K |
| Boston Family Office LLC | 0.03% | Add +39.0% | 3,746 | $387K |
| Toth Financial Advisory Corp. | 0.04% | Reduce -5.3% | 3,590 | $371K |
| Northern Trust Corp. | 0.00% | Reduce -7.6% | 3,551 | $367K |
| Chokshi & Queen Wealth Advisors, Inc | 0.19% | New | 3,527 | $365K |
| Financial Network Wealth Advisors LLC | 0.37% | Reduce -48.7% | 3,516 | $364K |
| Beacon Financial Advisory LLC | 0.08% | Reduce -0.2% | 3,482 | $360K |
| Western Wealth Management, LLC | 0.01% | Reduce -67.3% | 3,480 | $360K |
| M&T Bank Corp | 0.00% | Add +6.8% | 3,474 | $359K |
| Core Wealth Partners LLC | 0.17% | No change | 3,468 | $359K |
| Rehmann Capital Advisory Group | 0.02% | Add +4.7% | 3,441 | $356K |
| Avior Wealth Management, LLC | 0.01% | Add +7.1% | 3,438 | $356K |
| HighPoint Advisor Group LLC | 0.01% | Reduce -2.2% | 3,418 | $354K |
| Market Street Wealth Management Advisors LLC | 0.06% | Add +0.5% | 3,418 | $354K |
| Mosley Wealth Management | 0.16% | Add +1.7% | 3,389 | $350K |
| Adams Wealth Management | 0.08% | Reduce -3.9% | 3,344 | $346K |
| CacheTech Inc. | 0.07% | Reduce -3.9% | 3,344 | $346K |
| Lido Advisors, LLC | 0.00% | Add +7.9% | 3,315 | $343K |
| Walter & Keenan Wealth Management LLC /in/ | 0.10% | Reduce -28.0% | 3,294 | $341K |
| Independent Financial Group, LLC | 0.01% | Reduce -27.9% | 3,280 | $339K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.14% | No change | 3,270 | $338K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 3,261 | $337K |
| Vaughan David Investments LLC | 0.01% | No change | 3,200 | $331K |
| Morton Community Bank | 0.07% | No change | 3,200 | $331K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -69.9% | 3,189 | $330K |
| Inlight Wealth Management, LLC | 0.12% | Add +14.5% | 3,169 | $328K |
| Cathy Pareto & Associates, Inc. | 0.22% | New | 3,115 | $322K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -4.7% | 3,112 | $322K |
| Founders Financial Securities LLC | 0.02% | Reduce -0.1% | 3,103 | $321K |
| Apella Capital, LLC | 0.00% | New | 3,069 | $318K |
| Grand Wealth Management, LLC | 0.15% | Reduce -26.9% | 3,068 | $317K |
| Capital Analysts, LLC | 0.01% | Reduce -80.3% | 3,071 | $317K |
| Moneco Advisors, LLC | 0.02% | Add +0.7% | 3,053 | $316K |
| Skyline Advisors, Inc. | 0.11% | New | 3,050 | $315K |
| Align Financial, LLC | 0.18% | New | 3,047 | $315K |
| Kohmann Bosshard Financial Services, LLC | 0.03% | Reduce -16.3% | 3,013 | $312K |
| Global View Capital Management LLC | 0.08% | Reduce -0.8% | 3,001 | $310K |
| WealthShield Partners, LLC | 0.03% | Add +2.9% | 2,988 | $309K |
| Aurelius Family Office LLC | 0.13% | No change | 2,968 | $307K |
| One Wealth Capital Management, LLC | 0.13% | Reduce -2.5% | 2,906 | $303K |
| W.H. Cornerstone Investments Inc. | 0.19% | No change | 2,917 | $302K |
| Satovsky Asset Management LLC | 0.05% | No change | 2,907 | $301K |
| Cyndeo Wealth Partners, LLC | 0.02% | Reduce -40.3% | 2,906 | $301K |
| TCFG Wealth Management, LLC | 0.11% | Reduce -7.7% | 2,896 | $299K |
| TCFG Investment Advisors, LLC | 0.11% | — | 2,896 | $299K |
| GeoWealth Management, LLC | 0.01% | New | 2,860 | $296K |
| Berger Financial Group, Inc | 0.02% | Reduce -0.8% | 2,850 | $295K |
| Andina Capital Management, LLC | 0.26% | Reduce -58.2% | 2,849 | $295K |
| Gibbs Wealth Management | 0.04% | Reduce -43.0% | 2,848 | $295K |
| Global Endowment Management, LP | 0.03% | New | 2,817 | $291K |
| Pflug Koory, LLC | 0.13% | Add +3.3% | 2,808 | $290K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -2.4% | 2,769 | $286K |
| Csenge Advisory Group | 0.01% | New | 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 | 0.06% | No change | 2,734 | $283K |
| AdvisorNet Financial, Inc | 0.01% | Add +5.3% | 2,729 | $282K |
| Ashton Thomas Securities, LLC | 0.04% | New | 2,711 | $280K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 2,632 | $272K |
| Prosperity Consulting Group, LLC | 0.01% | Reduce -64.0% | 2,621 | $271K |
| Independence Financial Advisors, LLC | 0.08% | No change | 2,615 | $270K |
| Stablepoint Partners, LLC | 0.04% | New | 2,600 | $269K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 2,580 | $267K |
| Atwater Malick LLC | 0.07% | Reduce -5.8% | 2,576 | $266K |
| Bravias Capital Group, LLC | 0.17% | Reduce -1.5% | 2,564 | $265K |
| ATLas Financial Planning LLC | 0.24% | Reduce -6.3% | 2,539 | $263K |
| Chilton Capital Management LLC | 0.01% | No change | 2,474 | $256K |
| Strategic Advisory Partners, LLC | 0.20% | Add +7.8% | 2,455 | $254K |
| Net Worth Advisory Group | 0.05% | No change | 2,444 | $253K |
| Accurate Wealth Management, LLC | 0.03% | Reduce -1.7% | 2,414 | $250K |
| Great Valley Advisor Group, Inc. | 0.00% | New | 2,383 | $246K |
| Debussy Capital Management LP | 0.03% | Reduce -1.1% | 2,372 | $245K |
| Eddie Patel Inc | 0.19% | New | 2,370 | $245K |
| Venturi Wealth Management, LLC | 0.01% | Add +18.1% | 2,314 | $239K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -0.0% | 2,275 | $235K |
| Brindle & Bay Financial Advisors, LLC | 0.14% | Reduce -51.2% | 2,244 | $232K |
| HBW Advisory Services LLC | 0.02% | No change | 2,243 | $232K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 2,243 | $232K |
| Evanson Asset Management, LLC | 0.01% | No change | 2,241 | $232K |
| Norden Group LLC | 0.02% | Reduce -66.1% | 2,233 | $231K |
| AlphaCore Capital LLC | 0.01% | Reduce -0.9% | 2,177 | $225K |
| Fiduciary Alliance LLC | 0.01% | New | 2,160 | $224K |
| Advyzon Investment Management, LLC | 0.02% | Reduce -39.2% | 2,146 | $222K |
| First Command Advisory Services, Inc. | 0.00% | Add +2.7% | 2,144 | $222K |
| Ergawealth Advisors, Inc. | 0.10% | Reduce -0.9% | 2,143 | $222K |
| Ted Buchan & Co | 0.08% | Reduce -60.4% | 2,129 | $220K |
| Tanager Wealth Management LLP | 0.02% | New | 2,118 | $219K |
| Evelyn Partners Investment Management (Europe) Ltd | 0.07% | Add +30.7% | 2,105 | $218K |
| Liberty Wealth Management LLC | 0.03% | Reduce -66.7% | 2,098 | $217K |
| Trustmark Bank Trust Department | 0.01% | No change | 2,085 | $216K |
| Anchor Capital Advisors LLC | 0.01% | No change | 2,078 | $215K |
| Prairiewood Capital, LLC | 0.06% | Reduce -26.6% | 2,075 | $215K |
| Acorns Advisers, LLC | 0.00% | Reduce -1.5% | 2,067 | $214K |
| Aprio Wealth Management, LLC | 0.01% | No change | 2,060 | $213K |
| Selby Wealth Management, LLC | 0.08% | No change | 2,059 | $213K |
| Symmetry Partners, LLC | 0.01% | No change | 2,032 | $210K |
| Donalies Financial Planning, LLC | 0.18% | Add +0.9% | 2,019 | $209K |
| Archer Investment Corp | 0.04% | Add +7.2% | 2,010 | $208K |
| Sterneck Capital Management, LLC | 0.09% | No change | 2,000 | $207K |
| WBH Advisory Inc. | 0.02% | No change | 2,000 | $206K |
| Continuum Advisory, LLC | 0.02% | Reduce -2.7% | 1,953 | $202K |
| Wedbush Securities Inc. | 0.01% | No change | 1,955 | $202K |
| Pine Harbor Wealth Management, LLC | 0.06% | New | 1,942 | $201K |
| JPL Wealth Management, LLC | 0.04% | New | 1,876 | $194K |
| Elevation Wealth Partners, LLC | 0.07% | No change | 1,815 | $188K |
| Marshall & Sterling Wealth Advisors Inc. | 0.11% | No change | 1,632 | $169K |
| Strategic Wealth Partners, Ltd. | 0.01% | No change | 1,615 | $167K |
| Mather Group, Llc. | 0.00% | New | 1,487 | $154K |
| Parallel Advisors, LLC | 0.00% | Add +7.0% | 1,438 | $149K |
| Medallion Wealth Advisors, LLC | 0.04% | Add +68.3% | 1,326 | $137K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Add +5.8% | 1,312 | $136K |
| Stelac Advisory Services LLC | 0.03% | New | 1,259 | $130K |
| Stone House Investment Management, LLC | 0.02% | Reduce -1.3% | 1,147 | $119K |
| Horizons Wealth Management | 0.07% | Reduce -1.8% | 1,069 | $111K |
| CoreCap Advisors, LLC | 0.00% | Add +0.6% | 1,067 | $110K |
| EFG International AG | 0.00% | New | 1,067 | $110K |
| TD Capital Management LLC | 0.01% | No change | 1,059 | $110K |
| Barrett & Company, Inc. | 0.04% | No change | 1,051 | $109K |
| Legacy Bridge, LLC | 0.04% | No change | 1,030 | $107K |
| Triumph Capital Management | 0.02% | Reduce -3.2% | 1,001 | $104K |
| Adalta Capital Management LLC | 0.05% | Reduce -75.4% | 1,000 | $103K |
| Motco | 0.01% | No change | 962 | $100K |
| Kings Path Partners LLC | 0.03% | Add +7.5% | 959 | $99K |
| Signature Resources Capital Management, LLC | 0.05% | Add +43.0% | 941 | $97K |
| Founders Financial Alliance, LLC | 0.02% | Add +2052.4% | 904 | $93K |
| WFA of San Diego, LLC | 0.07% | Add +34.9% | 870 | $90K |
| Raffa Wealth Management, LLC | 0.01% | Reduce -14.6% | 857 | $89K |
| Vision Retirement, LLC | 0.02% | Reduce -39.4% | 830 | $86K |
| Spire Wealth Management | 0.00% | Reduce -38.5% | 806 | $83K |
| Rossby Financial, LCC | 0.02% | Add +6.7% | 777 | $80K |
| Addison Advisors LLC | 0.02% | New | 770 | $80K |
| Arax Advisory Partners | 0.00% | Reduce -68.5% | 711 | $74K |
| Cornerstone Planning Group LLC | 0.01% | Add +8.6% | 685 | $71K |
| TD Waterhouse Canada Inc. | 0.00% | New | 666 | $68K |
| NFSG Corp | 0.01% | No change | 639 | $66K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +65.6% | 568 | $59K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -5.2% | 548 | $57K |
| IMG Wealth Management, Inc. | 0.04% | No change | 543 | $56K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 520 | $54K |
| C M Bidwell & Associates Ltd. | 0.02% | No change | 515 | $53K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +2.2% | 472 | $49K |
| Chesapeake Asset Management LLC | 0.04% | No change | 443 | $46K |
| Clearstead Advisors, LLC | 0.00% | Add +121.0% | 442 | $46K |
| Birchwood Financial Partners, Inc. | 0.04% | No change | 411 | $43K |
| Scarborough Advisors, LLC | 0.00% | Reduce -71.0% | 404 | $42K |
| Torren Management, LLC | 0.02% | No change | 403 | $42K |
| Blueline Advisors LLC | 0.03% | Reduce -67.1% | 402 | $42K |
| Avalon Trust Co | 0.00% | No change | 400 | $41K |
| Lanark Financial, Inc. | 0.00% | Add +203.8% | 395 | $41K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 387 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +8.3% | 339 | $35K |
| Ameriflex Group, Inc. | 0.02% | No change | 338 | $35K |
| Golden State Wealth Management, LLC | 0.00% | New | 333 | $34K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 329 | $34K |
| Midwest Capital Advisors, LLC | 0.01% | Reduce -59.1% | 300 | $31K |
| Covestor Ltd | 0.02% | Add +12.9% | 298 | $31K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -25.4% | 299 | $31K |
| Caldwell Trust Co | 0.00% | No change | 283 | $29K |
| Chapman Financial Group, LLC | 0.02% | No change | 250 | $26K |
| Rossmore Private Capital | 0.00% | No change | 250 | $26K |
| Arcadia Investment Management Corp. | 0.00% | No change | 210 | $22K |
| US Bancorp \de | 0.00% | Reduce -92.7% | 205 | $21K |
| Smallwood Wealth Investment Management, LLC | 0.01% | No change | 200 | $21K |
| Hickory Point Bank & Trust | 0.01% | New | 176 | $18K |
| Larson Financial Group LLC | 0.00% | No change | 175 | $18K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 166 | $17K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 165 | $17K |
| Wolff Wiese Magana LLC | 0.01% | New | 164 | $17K |
| Strategic Advocates LLC | 0.07% | No change | 158 | $16K |
| Root Financial Partners, LLC | 0.00% | Add +6.2% | 154 | $16K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 152 | $16K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -79.6% | 150 | $16K |
| Colonial Trust Co / SC | 0.00% | Reduce -38.6% | 143 | $15K |
| Horrell Capital Management, Inc. | 0.01% | No change | 140 | $14K |
| Franklin Resources Inc. | 0.00% | No change | 136 | $14K |
| Strive Financial Group ,LLC | 0.01% | New | 135 | $14K |
| Tsfg, LLC | 0.00% | No change | 140 | $14K |
| Retirement Wealth Solutions LLC | 0.01% | No change | 125 | $13K |
| HFM Investment Advisors, LLC | 0.00% | Add +12.7% | 124 | $13K |
| Sound Income Strategies, LLC | 0.00% | Add +1.6% | 124 | $13K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -16.3% | 118 | $12K |
| Raleigh Capital Management Inc. | 0.00% | Add +248.4% | 108 | $11K |
| Destiny Wealth Partners, LLC | 0.00% | New | 106 | $11K |
| Key Financial Inc | 0.00% | No change | 103 | $11K |
| Aventura Private Wealth, LLC | 0.00% | New | 100 | $10K |
| WealthCollab, LLC | 0.00% | No change | 94 | $10K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | New | 85 | $9K |
| Team Financial Group, LLC | 0.00% | No change | 81 | $8K |
| International Assets Investment Management, LLC | 0.00% | Reduce -28.8% | 79 | $8K |
| Merkkuri Wealth Advisors LLC | 0.01% | New | 76 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -27.6% | 76 | $8K |
| LRI Investments, LLC | 0.00% | No change | 72 | $7K |
| Indiana Trust & Investment Management Co | 0.00% | New | 64 | $7K |
| ESL Trust Services, LLC | 0.00% | No change | 52 | $5K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 48 | $5K |
| Orion Capital Management LLC | 0.00% | Reduce -17.5% | 47 | $5K |
| FAS Wealth Partners, Inc. | 0.00% | Reduce -46.7% | 40 | $4K |
| Nemes Rush Group LLC | 0.00% | No change | 40 | $4K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -15.6% | 38 | $4K |
| GW&K Investment Management, LLC | 0.00% | New | 31 | $3K |
| Abound Wealth Management | 0.00% | New | 27 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -67.5% | 27 | $3K |
| Angeles Wealth Management, LLC | 0.00% | New | 20 | $2K |
| Westfuller Advisors, LLC | 0.00% | Reduce -75.0% | 20 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | New | 16 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | No change | 15 | $2K |
| SHP Wealth Management | 0.00% | No change | 15 | $2K |
| Bellevue Asset Management, LLC | 0.00% | No change | 13 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -8.3% | 11 | $1K |
| KERR FINANCIAL PLANNING Corp | 0.00% | Reduce -45.0% | 11 | $1K |
| Hanson & Doremus Investment Management | 0.00% | New | 12 | $1K |
| Evermay Wealth Management LLC | 0.00% | New | 9 | $931 |
| Center for Financial Planning, Inc. | 0.00% | New | 8 | $828 |
| Salem Investment Counselors Inc. | 0.00% | New | 8 | $828 |
| Signaturefd, LLC | 0.00% | Add +14.3% | 8 | $818 |
| Quaker Wealth Management, LLC | 0.00% | No change | 5 | $518 |
| Financial Life Planners | 0.00% | New | 4 | $434 |
| Register Financial Advisors LLC | 0.00% | No change | 4 | $414 |
| Fortis Group Advisors, LLC | 0.00% | No change | 3 | $310 |
| Darwin Wealth Management, LLC | 0.00% | No change | 2 | $212 |
| Asset Dedication, LLC | 0.00% | No change | 2 | $207 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -50.0% | 2 | $207 |
| Longview Financial Advisors LLC | 0.00% | No change | 1 | $104 |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 1 | $103 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $103 |
"% 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.