iShares 10-20 Year TreasuryTLHETF
13F holders, Q3 2025 (September 30)572holders +25
64new positions
38sold out
1famous investor
$102.96avg. 13F price*
At the end of Q3 2025, 572 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, up 25 from Q2 2025. 64 opened new positions and 38 sold out. The largest holders were Envestnet Asset Management Inc. ($2.6B), LPL Financial LLC ($964.6M) and Forum Financial Management, LP ($825.1M). One famous investor held it Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- iShares 10-20 Year Treasury
- CUSIP
- 464288653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $100.3M |
| Exits | 38 | $31.1M |
All 13F filers, Q2 2025 → Q3 2025: 16,385,254 shares bought and 7,268,102 shares sold, net +9,117,152 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 572 holders
| Envestnet Asset Management Inc. | 0.74% | Add +29.3% | 24,840,459 | $2.6B |
| LPL Financial LLC | 0.28% | Add +32.1% | 9,365,574 | $964.6M |
| Forum Financial Management, LP | 11.29% | Add +1.6% | 8,011,239 | $825.1M |
| Bank of America Corp. | 0.06% | Reduce -18.9% | 7,942,463 | $818.0M |
| Morgan Stanley | 0.03% | Add +15.2% | 4,009,772 | $413.0M |
| BlackRock, Inc. | 0.01% | Add +4.1% | 3,994,190 | $411.4M |
| JPMorgan Chase & Co. | 0.02% | Add +15.9% | 3,512,244 | $361.7M |
| Ameriprise Financial Inc. | 0.07% | Reduce -2.3% | 2,946,497 | $298.3M |
| Wells Fargo & Company | 0.05% | Reduce -29.4% | 2,463,193 | $253.7M |
| Cetera Investment Advisers | 0.28% | Add +39.9% | 2,370,464 | $244.1M |
| Envestnet Portfolio Solutions, Inc. | 0.85% | Reduce -8.9% | 2,233,141 | $230.0M |
| Assetmark, Inc. | 0.45% | Add +7.3% | 2,023,230 | $208.4M |
| Stifel Financial Corp. | 0.19% | Reduce -9.2% | 1,986,483 | $204.6M |
| Park Avenue Securities LLC | 1.53% | Add +33.4% | 1,901,799 | $195.9M |
| Cwm, LLC | 0.54% | Add +3.0% | 1,739,131 | $179.1M |
| MML Investors Services, LLC | 0.45% | Add +31.4% | 1,654,000 | $170.3M |
| Janney Montgomery Scott LLC | 0.38% | Add +14.9% | 1,543,576 | $159.0M |
| RiverFront Investment Group, LLC | 2.35% | Add +2.0% | 1,297,469 | $133.6M |
| Bank of New York Mellon Corp | 0.02% | Add +25.7% | 1,175,641 | $121.1M |
| Richard Bernstein Advisors LLC | 3.17% | Reduce -37.1% | 1,074,047 | $111.0M |
| US Bancorp \de | 0.13% | Add +6.8% | 1,066,444 | $109.8M |
| Truist Financial Corp. | 0.15% | Add +2.4% | 1,039,548 | $107.1M |
| NewEdge Advisors, LLC | 0.45% | Add +71.7% | 963,262 | $99.2M |
| Benjamin Edwards Inc. | 1.09% | Reduce -19.7% | 934,346 | $96.2M |
| Raymond James Financial Inc. | 0.03% | Reduce -2.9% | 877,232 | $90.3M |
| Destination Wealth Management | 2.30% | Add +2.4% | 810,187 | $83.4M |
| Sanctuary Advisors, LLC | 0.45% | Add +7.9% | 754,673 | $77.7M |
| UBS Group AG | 0.01% | Add +22.2% | 692,366 | $71.3M |
| Royal Bank of Canada | 0.01% | Add +13.5% | 692,163 | $71.3M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +15.2% | 661,120 | $68.1M |
| Cerity Partners OCIO LLC | 3.42% | Reduce -14.9% | 650,860 | $67.0M |
| United Capital Financial Advisors, LLC | 0.45% | Add +18.2% | 606,428 | $62.5M |
| Hamilton Capital Partners, LLC | 23.74% | New | 600,751 | $61.9M |
| Foundations Investment Advisors, LLC | 0.85% | Add +12.4% | 565,829 | $58.3M |
| Dynasty Wealth Management, LLC | 0.65% | Add +75.1% | 473,409 | $48.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +22.8% | 461,351 | $47.5M |
| JB Capital LLC | 2.04% | Add +42.8% | 459,459 | $47.3M |
| Osaic Holdings, Inc. | 0.06% | Add +27.4% | 442,187 | $45.3M |
| Sagespring Wealth Partners, LLC | 0.80% | Add +10.2% | 394,347 | $40.6M |
| MAI Capital Management | 0.24% | Add +15.7% | 366,732 | $37.8M |
| Confluence Investment Management LLC | 0.53% | Reduce -35.4% | 363,054 | $37.4M |
| Cambridge Investment Research Advisors, Inc. | 0.09% | Add +4.6% | 323,423 | $33.3M |
| Steward Partners Investment Advisory, LLC | 0.19% | Add +14.7% | 321,827 | $33.1M |
| Thrivent Financial for Lutherans | 0.07% | Add +159.3% | 318,293 | $32.8M |
| Castleark Management LLC | 0.75% | No change | 258,432 | $26.6M |
| Watchman Group, Inc. | 6.29% | Add +3.7% | 252,485 | $26.0M |
| CreativeOne Wealth, LLC | 0.62% | Add +3.6% | 247,248 | $25.5M |
| Icon Wealth Advisors, LLC | 1.72% | Add +43.9% | 246,350 | $25.4M |
| Johnson Bixby & Associates, LLC | 2.94% | Add +2.4% | 222,823 | $22.9M |
| IHT Wealth Management, LLC | 0.57% | Add +2.8% | 218,052 | $22.5M |
| GenTrust, LLC | 1.02% | Add +1.9% | 217,855 | $22.4M |
| Atria Investments, Inc | 0.25% | Add +9.9% | 209,694 | $21.6M |
| Vestmark Advisory Solutions, Inc. | 0.40% | Reduce -54.5% | 202,255 | $20.8M |
| Kelly Financial Services LLC | 5.21% | Add +12.7% | 195,420 | $20.1M |
| Modern Wealth Management, LLC | 0.39% | Reduce -12.6% | 188,901 | $19.5M |
| HighTower Advisors, LLC | 0.02% | Reduce -56.7% | 181,456 | $18.7M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +2.9% | 177,521 | $18.3M |
| SteelPeak Wealth, LLC | 0.60% | Add +14.9% | 174,751 | $18.0M |
| Stone House Investment Management, LLC | 2.94% | Add +37.0% | 169,677 | $17.5M |
| High Falls Advisors, Inc | 3.59% | Add +23.1% | 169,221 | $17.4M |
| Equitable Holdings, Inc. | 0.12% | Add +33.6% | 163,224 | $16.8M |
| Savvy Advisors, Inc. | 0.77% | Add +53.1% | 161,879 | $16.7M |
| Goelzer Investment Management, Inc. | 0.88% | Add +1.3% | 161,097 | $16.6M |
| Sharkey, Howes & Javer | 2.10% | Add +13.8% | 158,977 | $16.4M |
| Orion Porfolio Solutions, LLC | 0.13% | Add +23.6% | 157,260 | $16.2M |
| Harvest Portfolios Group Inc. | 0.29% | Reduce -4.3% | 150,164 | $15.5M |
| Financial Engines Advisors L.L.C. | 0.03% | Reduce -3.2% | 149,318 | $15.4M |
| Affinity Capital Advisors, LLC | 2.29% | Add +33.4% | 144,582 | $14.9M |
| Trek Financial, LLC | 0.88% | Reduce -15.7% | 143,038 | $14.7M |
| Jones Financial Companies LLLP | 0.01% | Add +61.5% | 143,001 | $14.7M |
| Keel Point, LLC | 0.90% | Add +0.1% | 142,277 | $14.7M |
| Triad Wealth Partners, LLC | 1.66% | Add +20.5% | 124,995 | $12.9M |
| Mgo One Seven LLC | 0.30% | Add +209.8% | 124,526 | $12.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +3.3% | 123,320 | $12.7M |
| Strategic Blueprint, LLC | 0.53% | Add +9.3% | 118,730 | $12.2M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.69% | Add +13.2% | 115,536 | $11.9M |
| Stokes Family Office, LLC | 1.10% | Add +2.5% | 112,831 | $11.6M |
| Tidemark, LLC | 3.34% | Add +20.3% | 111,370 | $11.5M |
| Integrity Alliance, Llc. | 0.50% | Add +14.0% | 102,980 | $10.6M |
| ONE Advisory Partners, LLC | 3.22% | Add +14.2% | 101,063 | $10.5M |
| Capital Analysts, LLC | 0.30% | Add +26.5% | 100,481 | $10.3M |
| Arvest Investments, Inc. | 1.40% | Add +4.1% | 94,948 | $9.8M |
| National Bank of Canada | 0.01% | Add +9859.2% | 93,816 | $9.7M |
| Blue Trust, Inc. | 0.11% | Reduce -3.5% | 92,023 | $9.5M |
| OneDigital Investment Advisors LLC | 0.10% | Reduce -3.3% | 91,812 | $9.5M |
| Wealth Alliance, LLC | 0.97% | Add +46.0% | 91,643 | $9.4M |
| Avantax Planning Partners, Inc. | 0.27% | Reduce -3.4% | 91,636 | $9.4M |
| Flow Traders U.S. LLC | 0.38% | Add +20.8% | 91,146 | $9.4M |
| &partners | 0.06% | Add +28.6% | 91,014 | $9.4M |
| Invst, LLC | 1.05% | Add +25.1% | 89,255 | $9.2M |
| Migdal Insurance & Financial Holdings Ltd. | 0.10% | Add +1.5% | 87,356 | $9.0M |
| Regal Investment Advisors LLC | 0.58% | Add +18.6% | 86,460 | $8.9M |
| Hughes Financial Services, LLC | 1.36% | Add +3.7% | 82,634 | $8.5M |
| Systelligence, LLC | 1.61% | Add +7.3% | 82,613 | $8.5M |
| Farther Finance Advisors, LLC | 0.13% | Add +21.6% | 80,550 | $8.3M |
| Net Worth Advisory Group | 2.38% | Reduce -2.1% | 79,900 | $8.2M |
| Liberty Wealth Management LLC | 1.16% | Add +6.2% | 79,800 | $8.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +2685.5% | 79,637 | $8.2M |
| Evergreen Private Wealth LLC | 3.21% | Reduce -1.0% | 76,952 | $7.9M |
| Private Advisor Group, LLC | 0.04% | Reduce -2.9% | 76,557 | $7.9M |
| Brookstone Capital Management | 0.09% | Add +30.4% | 74,241 | $7.6M |
| Bay Harbor Wealth Management, LLC | 2.05% | Add +18.2% | 73,848 | $7.6M |
| PAX Financial Group, LLC | 1.36% | Add +29.4% | 73,560 | $7.6M |
| Beacon Financial Group | 0.74% | Add +22.5% | 73,239 | $7.5M |
| Pettinga Financial Advisors LLC | 1.45% | Reduce -1.0% | 72,447 | $7.5M |
| Legacy Financial Group LLC | 0.97% | Add +37.2% | 72,151 | $7.4M |
| Scotia Capital Inc. | 0.03% | Add +8.6% | 70,104 | $7.2M |
| One Wealth Advisors, LLC | 0.90% | Add +37.6% | 69,357 | $7.1M |
| Composition Wealth, LLC | 0.11% | Add +514.3% | 68,583 | $7.1M |
| Wealthstar Advisors, LLC | 2.70% | Add +3.7% | 66,461 | $6.8M |
| Premier Path Wealth Partners, LLC | 0.88% | Add +7.4% | 66,290 | $6.8M |
| SigFig Wealth Management, LLC | 0.21% | Add +20.1% | 65,997 | $6.8M |
| Mariner, LLC | 0.01% | Reduce -27.6% | 65,587 | $6.8M |
| BCGM Wealth Management, LLC | 1.76% | Add +10.4% | 65,526 | $6.7M |
| Cobblestone Asset Management LLC | 3.08% | Add +22.9% | 65,303 | $6.7M |
| Keystone Financial Services | 2.08% | Add +4.3% | 65,130 | $6.7M |
| Focus Partners Wealth | 0.01% | Add +6.3% | 64,339 | $6.6M |
| Integrated Wealth Concepts LLC | 0.06% | Add +8.3% | 64,332 | $6.6M |
| Gries Financial LLC | 1.03% | Add +7.5% | 63,236 | $6.5M |
| Watershed Private Wealth LLC | 2.04% | Add +34.5% | 62,623 | $6.4M |
| Vise Technologies, Inc. | 0.24% | Add +264.9% | 62,322 | $6.4M |
| Goodman Advisory Group, LLC | 1.59% | Add +57.0% | 62,045 | $6.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +4.6% | 60,972 | $6.3M |
| Captrust Financial Advisors | 0.01% | Reduce -1.8% | 60,798 | $6.3M |
| Sheridan Capital Management, LLC | 3.30% | Add +361.8% | 60,751 | $6.3M |
| True Vision MN LLC | 3.25% | Add +20.9% | 60,517 | $6.2M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +153.8% | 60,233 | $6.2M |
| Shared Vision Wealth Group LLC | 2.58% | Add +26.9% | 57,755 | $6.1M |
| NorthCoast Asset Management LLC | 0.02% | Reduce -47.1% | 58,103 | $6.0M |
| SPC Financial, Inc. | 0.47% | Add +9.1% | 57,968 | $6.0M |
| Principal Securities, Inc. | 0.10% | Add +32.0% | 56,754 | $5.8M |
| Midwest Capital Advisors, LLC | 2.80% | Reduce -15.0% | 56,389 | $5.8M |
| Prospera Financial Services Inc | 0.10% | Add +18.8% | 56,330 | $5.8M |
| Daymark Wealth Partners, LLC | 0.19% | Reduce -31.9% | 55,739 | $5.7M |
| 5T Wealth, LLC | 2.49% | Add +11.3% | 55,468 | $5.7M |
| Nan Shan Life Insurance Co., Ltd. | 0.12% | No change | 54,700 | $5.6M |
| ABLE Financial Group, LLC | 1.18% | Add +12.0% | 52,892 | $5.4M |
| WealthShield Partners, LLC | 0.62% | Add +24.3% | 52,887 | $5.4M |
| Ewa, LLC | 1.49% | Add +6.3% | 52,255 | $5.4M |
| SWP Financial LLC | 2.70% | Add +2.9% | 51,463 | $5.3M |
| Van Hulzen Asset Management, LLC | 0.38% | Add +3.3% | 49,727 | $5.1M |
| Sovran Advisors, LLC | 0.45% | Add +28.8% | 49,081 | $5.1M |
| Tudor Investment Corporation | 0.03% | Reduce -11.4% | 49,237 | $5.1M |
| Angeles Wealth Management, LLC | 0.31% | Add +11.9% | 48,793 | $5.0M |
| Ranch Capital Advisors Inc. | 1.94% | Add +1.8% | 48,669 | $5.0M |
| Shilanski & Associates, Inc. | 1.33% | New | 48,464 | $5.0M |
| One Wealth Capital Management, LLC | 2.23% | Add +40.5% | 48,170 | $5.0M |
| Coldstream Capital Management Inc. | 0.07% | Reduce -8.7% | 47,805 | $4.9M |
| Arrow Financial Corp | 0.50% | Reduce -13.1% | 47,748 | $4.9M |
| Cresta Advisors, Ltd. | 2.19% | Add +13.7% | 47,555 | $4.9M |
| Global Retirement Partners, LLC | 0.11% | Add +12.6% | 46,410 | $4.8M |
| JT Stratford LLC | 0.64% | Add +203.8% | 46,354 | $4.8M |
| Comerica Bank | 0.02% | Add +0.1% | 46,043 | $4.7M |
| Simplicity Wealth,LLC | 0.27% | Reduce -48.9% | 44,964 | $4.6M |
| RFG Advisory, LLC | 0.10% | Add +8.1% | 44,934 | $4.6M |
| McNaughton Wealth Management, LLC | 1.88% | Add +5.0% | 43,206 | $4.4M |
| Baird Financial Group, Inc. | 0.01% | Add +21.3% | 40,846 | $4.2M |
| Carr Financial Group Corp | 1.14% | Add +13.6% | 40,379 | $4.2M |
| Ashton Thomas Securities, LLC | 0.58% | New | 40,050 | $4.1M |
| Merit Financial Group, LLC | 0.04% | Add +11.5% | 39,455 | $4.1M |
| Conrad Siegel Investment Advisors, Inc. | 0.84% | Add +4.6% | 38,956 | $4.0M |
| Atlatl Advisers LLC | 1.59% | Add +14.0% | 38,892 | $4.0M |
| Krilogy Financial LLC | 0.15% | Reduce -11.7% | 39,024 | $4.0M |
| State Farm Mutual Automobile Insurance Co. | 0.00% | New | 38,797 | $4.0M |
| Advus Financial Partners, LLC | 0.96% | Add +60.4% | 38,654 | $4.0M |
| Smartleaf Asset Management LLC | 0.24% | Add +4.9% | 38,118 | $3.9M |
| IFP Advisors, Inc | 0.10% | Add +32.8% | 37,346 | $3.8M |
| A4 Wealth Advisors LLC | 3.13% | — | 36,073 | $3.7M |
| Susquehanna International Group, LLP | 0.01% | Add +9.7% | 35,718 | $3.7M |
| Advisory Services Network, LLC | 0.05% | Add +12.0% | 35,661 | $3.7M |
| Endeavor Private Wealth, Inc. | 1.13% | Add +8.5% | 35,408 | $3.6M |
| First Heartland Consultants, Inc. | 0.29% | Reduce -9.7% | 35,301 | $3.6M |
| Keebeck Wealth Management | 0.43% | Add +83.7% | 35,216 | $3.6M |
| Cornerstone Planning Group LLC | 0.57% | Add +5439.5% | 34,511 | $3.6M |
| Vertex Planning Partners, LLC | 0.69% | Reduce -0.6% | 34,702 | $3.6M |
| WCG Wealth Advisors LLC | 0.22% | Add +1.9% | 34,595 | $3.6M |
| DRW Securities, LLC | 0.18% | Add +797.0% | 34,086 | $3.5M |
| Claro Advisors Inc. | 0.51% | Add +30.4% | 34,095 | $3.5M |
| LFA - Lugano Financial Advisors SA | 1.81% | Reduce -17.6% | 33,525 | $3.4M |
| Tyche Wealth Partners LLC | 0.60% | Add +215.7% | 33,383 | $3.4M |
| Swmg, LLC | 1.04% | Reduce -17.0% | 32,703 | $3.4M |
| Fidelity D & D Bancorp Inc. | 1.89% | Add +8.6% | 33,268 | $3.4M |
| Concurrent Investment Advisors, LLC | 0.06% | Add +62.1% | 32,962 | $3.4M |
| Csenge Advisory Group | 0.16% | Add +28.9% | 32,557 | $3.4M |
| Bridge Generations Wealth Management LLC | 2.18% | Reduce -63.7% | 31,882 | $3.3M |
| Modus Advisors, LLC | 0.89% | Add +0.9% | 31,739 | $3.3M |
| Avid Wealth Partners LLC | 1.62% | Add +0.7% | 31,703 | $3.3M |
| Geneos Wealth Management Inc. | 0.08% | Add +3.0% | 31,523 | $3.2M |
| Certus Wealth Management, LLC | 1.93% | Add +25.6% | 31,268 | $3.2M |
| Cypress Wealth Services, LLC | 0.53% | Add +21.0% | 31,216 | $3.2M |
| Apollon Wealth Management, LLC | 0.06% | Add +39.3% | 31,147 | $3.2M |
| Centurion Wealth Management LLC | 0.72% | Add +21.6% | 30,481 | $3.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +259.3% | 29,732 | $3.1M |
| Financial & Tax Architects, LLC | 0.67% | New | 29,259 | $3.0M |
| Twin Peaks Wealth Advisors, LLC | 1.01% | Add +44.0% | 28,782 | $3.0M |
| Insight Advisors, LLC/ PA | 0.45% | Add +0.9% | 28,777 | $3.0M |
| Hoxton Planning & Management, LLC | 0.93% | Add +36.3% | 27,930 | $2.9M |
| Gateway Wealth Partners, LLC | 0.38% | Add +20.2% | 27,364 | $2.8M |
| May Hill Capital, LLC | 0.81% | Add +58.6% | 26,996 | $2.8M |
| Unique Wealth, LLC | 0.41% | Add +17.4% | 26,930 | $2.8M |
| Center For Asset Management LLC | 1.47% | Add +29.8% | 26,711 | $2.8M |
| Independent Financial Group, LLC | 0.07% | Add +18.8% | 26,708 | $2.8M |
| Trustmark Bank Trust Department | 0.18% | Reduce -20.6% | 26,567 | $2.7M |
| GeoWealth Management, LLC | 0.10% | Add +71.2% | 26,106 | $2.7M |
| Eq LLC | 0.91% | Add +10.0% | 26,019 | $2.7M |
| Kilter Group LLC | 1.27% | Add +17.9% | 25,963 | $2.7M |
| World Investment Advisors | 0.05% | Add +20.4% | 25,816 | $2.7M |
| Visionary Wealth Advisors | 0.12% | Reduce -14.2% | 25,421 | $2.6M |
| Clarus Wealth Advisors | 1.16% | Add +5.4% | 25,411 | $2.6M |
| Spectrum Planning & Advisory Services Inc. | 1.45% | Reduce -6.9% | 24,997 | $2.6M |
| Apeiron RIA LLC | 0.57% | Add +5.5% | 24,465 | $2.5M |
| Forte Asset Management LLC | 1.22% | Reduce -3.2% | 24,600 | $2.5M |
| Diversify Advisory Services, LLC | 0.08% | Add +45.1% | 24,249 | $2.5M |
| Horst & Graben Wealth Management LLC | 0.37% | Add +2.6% | 23,710 | $2.4M |
| Cerity Partners LLC | 0.00% | Reduce -9.2% | 23,467 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.06% | Add +18.0% | 23,046 | $2.4M |
| Heck Capital Advisors, LLC | 0.18% | Add +36.1% | 22,952 | $2.4M |
| Veridan Wealth LLC | 0.81% | — | 22,867 | $2.4M |
| U.S. Capital Wealth Advisors, LLC | 0.06% | Reduce -56.4% | 22,642 | $2.3M |
| Anderson Hoagland & Co. | 0.21% | Reduce -4.3% | 22,575 | $2.3M |
| Tidal Investments LLC | 0.01% | New | 22,552 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.11% | Add +11.0% | 22,250 | $2.3M |
| Sigma Planning Corp | 0.06% | Add +2.9% | 21,736 | $2.2M |
| Strategic Investment Solutions, Inc. | 0.59% | Reduce -15.4% | 21,703 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.73% | Add +63.6% | 21,509 | $2.2M |
| West Wealth Group, LLC | 0.50% | Add +14.2% | 21,117 | $2.2M |
| LifePlan Investment Advisors, Inc. | 0.91% | Add +26.9% | 21,098 | $2.2M |
| Rothschild Wealth LLC | 0.47% | Add +5.2% | 20,760 | $2.1M |
| Braun-Bostich & Associates Inc. | 1.34% | Reduce -3.8% | 20,685 | $2.1M |
| Quotient Wealth Partners, LLC | 0.06% | Reduce -4.9% | 20,632 | $2.1M |
| Davis Wealth Advisors, LLC | 1.89% | Add +26.4% | 20,447 | $2.1M |
| Hazlett, Burt & Watson, Inc. | 0.74% | Add +7.1% | 20,425 | $2.1M |
| Financial Life Advisors | 0.66% | Reduce -3.9% | 19,907 | $2.1M |
| Elevation Point Wealth Partners, LLC | 0.14% | Add +13.8% | 19,868 | $2.0M |
| RCS Financial Planning, LLC | 0.90% | Add +55.2% | 19,728 | $2.0M |
| Ehrlich Financial Group | 1.20% | Reduce -12.7% | 19,642 | $2.0M |
| Legacy PCG, LLC | 1.21% | Add +5.2% | 19,514 | $2.0M |
| BCU Wealth Advisors, LLC | 0.81% | Add +22.5% | 19,435 | $2.0M |
| Values First Advisors, Inc. | 1.01% | Add +2.3% | 18,295 | $1.9M |
| Lansing Street Advisors | 0.50% | New | 18,190 | $1.9M |
| Integrated Advisors Network LLC | 0.08% | Add +51.2% | 18,075 | $1.9M |
| TBH Global Asset Management, LLC | 0.36% | New | 18,039 | $1.9M |
| WBH Advisory Inc. | 0.14% | Add +220.7% | 17,970 | $1.9M |
| Copperleaf Capital, LLC | 0.89% | Add +38.2% | 17,962 | $1.8M |
| Retirement Wealth Solutions LLC | 1.21% | Add +51.1% | 17,917 | $1.8M |
| Cyndeo Wealth Partners, LLC | 0.10% | Add +9.2% | 17,913 | $1.8M |
| James Investment Research, Inc. | 0.20% | Add +4.3% | 17,911 | $1.8M |
| Collective Family Office LLC | 0.44% | Add +6.5% | 17,876 | $1.8M |
| MN Wealth Advisors, LLC | 0.97% | Reduce -19.8% | 17,590 | $1.8M |
| JFS Wealth Advisors, LLC | 0.11% | Add +35.0% | 17,568 | $1.8M |
| Barnes Wealth Management Group, Inc | 0.99% | Add +0.7% | 17,391 | $1.8M |
| ShoreHaven Wealth Partners, LLC | 0.66% | Reduce -14.6% | 17,382 | $1.8M |
| SVB Wealth LLC | 0.10% | Reduce -48.6% | 17,348 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -7.8% | 16,902 | $1.7M |
| Pinnacle Financial Partners Inc | 0.04% | Add +48.4% | 16,671 | $1.7M |
| Quadrant Private Wealth Management, LLC | 0.31% | Reduce -24.4% | 16,395 | $1.7M |
| Pinion Investment Advisors, LLC | 0.46% | Add +73.4% | 16,036 | $1.7M |
| Verus Capital Partners, LLC | 0.13% | Add +53.9% | 15,968 | $1.6M |
| WealthPlan Investment Management, LLC | 0.11% | Add +145.9% | 15,928 | $1.6M |
| Snowden Capital Advisors LLC | 0.04% | Add +21.6% | 15,675 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -2.5% | 15,505 | $1.6M |
| Aspire Private Capital, LLC | 0.35% | Add +24.9% | 15,494 | $1.6M |
| First Citizens Bank & Trust Co. | 0.03% | Reduce -97.6% | 15,077 | $1.6M |
| ODonnell Financial Services, LLC | 0.55% | Reduce -4.8% | 14,980 | $1.5M |
| Mayflower Financial Advisors, LLC | 0.19% | Add +18.0% | 14,452 | $1.5M |
| Legacy Private Trust Co. | 0.09% | No change | 14,377 | $1.5M |
| Lanark Financial, Inc. | 0.11% | Add +3.3% | 14,103 | $1.5M |
| Mendel Capital Management LLC | 0.76% | Add +11.6% | 14,082 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +169.4% | 14,068 | $1.4M |
| Spire Wealth Management | 0.05% | Reduce -1.7% | 13,963 | $1.4M |
| Itau Unibanco Holding S.A. | 0.05% | Reduce -97.9% | 13,838 | $1.4M |
| Regimen Wealth, LLC | 0.42% | Add +2.3% | 13,714 | $1.4M |
| Venturi Wealth Management, LLC | 0.07% | Add +7.4% | 13,608 | $1.4M |
| PFG Investments, LLC | 0.07% | Add +20.0% | 13,523 | $1.4M |
| Leavell Investment Management, Inc. | 0.06% | Add +24.3% | 13,487 | $1.4M |
| Alterna Wealth Management, Inc. | 1.10% | Add +39.4% | 12,977 | $1.3M |
| Wells Financial Advisors INC | 1.76% | Add +1430.7% | 12,781 | $1.3M |
| Echo45 Advisors LLC | 0.77% | Add +5.5% | 12,703 | $1.3M |
| LexAurum Advisors, LLC | 0.19% | Reduce -0.8% | 12,690 | $1.3M |
| Strategic Investment Advisors / MI | 0.12% | Reduce -96.5% | 437 | $1.3M |
| Firethorn Wealth Partners, LLC | 0.49% | Add +19.0% | 12,193 | $1.3M |
| Davies Financial Advisors, Inc. | 1.01% | Reduce -3.1% | 12,028 | $1.2M |
| IFG Advisory, LLC | 0.06% | Add +60.9% | 11,966 | $1.2M |
| AlTi Global, Inc. | 0.03% | No change | 11,964 | $1.2M |
| Mach-1 Financial Group, LLC | 0.19% | New | 11,573 | $1.2M |
| Integrity Advisory Solutions, LLC | 0.19% | — | 11,573 | $1.2M |
| Kingswood Wealth Advisors, LLC | 0.07% | Add +126.1% | 11,524 | $1.2M |
| Corient Private Wealth LP | 0.00% | Reduce -31.2% | 11,284 | $1.2M |
| Sovereign Financial Group, Inc. | 0.22% | Add +61.4% | 11,234 | $1.2M |
| Ascent Group, LLC | 0.04% | Reduce -4.8% | 11,033 | $1.1M |
| PFG Advisors | 0.05% | New | 10,898 | $1.1M |
| W Advisors, LLC | 0.58% | Add +12.2% | 10,780 | $1.1M |
| TFB Advisors LLC | 0.32% | Reduce -10.7% | 10,460 | $1.1M |
| DAVENPORT & Co LLC | 0.01% | Add +14.7% | 10,587 | $1.1M |
| First International Bank of Israel Ltd. | 0.62% | Add +9.9% | 10,526 | $1.1M |
| CoreCap Advisors, LLC | 0.04% | Add +50.0% | 10,502 | $1.1M |
| Kingsview Wealth Management, LLC | 0.02% | Add +34.1% | 10,433 | $1.1M |
| Private Trust Co. NA | 0.09% | Add +13.3% | 10,404 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +145.8% | 10,305 | $1.1M |
| Theory Financial LLC | 0.37% | Add +65.4% | 10,059 | $1.1M |
| BOS Asset Management, LLC | 0.30% | Add +4.8% | 10,217 | $1.1M |
| Nwam LLC | 0.06% | Add +20.9% | 10,014 | $1.1M |
| Two West Capital Advisors LLC | 0.62% | Add +16.2% | 9,864 | $1.0M |
| Wedbush Securities Inc. | 0.03% | Add +49.1% | 10,042 | $1.0M |
| Atlanta Consulting Group Advisors, LLC | 0.25% | Add +0.1% | 9,946 | $1.0M |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -52.7% | 9,940 | $1.0M |
| Transcend Capital Advisors, LLC | 0.07% | Add +41.1% | 9,746 | $1.0M |
| First Manhattan Co. Llc. | 0.00% | Reduce -21.0% | 9,678 | $997K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.0% | 9,610 | $990K |
| Fullcircle Wealth LLC | 0.34% | Add +95.1% | 9,329 | $966K |
| Brookwood Investment Group LLC | 0.12% | Add +29.6% | 9,339 | $962K |
| Regatta Capital Group, LLC | 0.15% | Reduce -13.8% | 9,329 | $961K |
| Sunbelt Securities, Inc. | 0.07% | New | 9,272 | $955K |
| Absolute Capital Management, LLC | 0.41% | Add +27.6% | 9,214 | $949K |
| Arete Wealth Advisors, LLC | 0.06% | Add +3.3% | 8,870 | $913K |
| Hilltop Holdings Inc. | 0.05% | Add +2.9% | 8,604 | $886K |
| Savant Capital, LLC | 0.01% | Reduce -15.7% | 8,476 | $873K |
| NorthRock Partners, LLC | 0.02% | New | 8,392 | $864K |
| Richmond Investment Services, LLC | 0.16% | Add +76.0% | 8,350 | $860K |
| Silverleafe Capital Partners, LLC | 0.26% | Reduce -9.1% | 8,273 | $852K |
| TSA Wealth Managment LLC | 0.29% | Add +4.4% | 8,160 | $840K |
| Parallel Advisors, LLC | 0.02% | Reduce -18.9% | 8,074 | $832K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 8,055 | $830K |
| ORG Partners LLC | 0.15% | Add +28.3% | 7,724 | $823K |
| Klaas Financial Asset Advisors, LLC | 0.12% | Reduce -1.5% | 7,929 | $817K |
| Cary Street Partners Investment Advisory LLC | 0.34% | Add +50.5% | 7,912 | $815K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.10% | New | 7,800 | $803K |
| Perigon Wealth Management, LLC | 0.02% | Add +7.3% | 7,663 | $789K |
| Bank of Montreal | 0.00% | Reduce -1.6% | 7,658 | $789K |
| Royal Fund Management, LLC | 0.09% | Reduce -82.6% | 7,582 | $781K |
| Wealthgarden F.S. LLC | 0.55% | Add +96.0% | 7,325 | $768K |
| RHS Financial, LLC | 0.40% | Add +52.9% | 7,453 | $768K |
| Argent Trust Co | 0.03% | New | 7,349 | $757K |
| Concorde Asset Management, LLC | 0.31% | — | 7,231 | $747K |
| MassMutual Private Wealth & Trust, FSB | 0.02% | Reduce -29.6% | 7,034 | $724K |
| Eastern Bank | 0.01% | Reduce -11.8% | 6,970 | $718K |
| Focus Financial Network, Inc. | 0.03% | Reduce -2.7% | 6,954 | $716K |
| Checchi Capital Advisers, LLC | 0.05% | Reduce -4.9% | 6,833 | $704K |
| Lockerman Financial Group, Inc. | 0.87% | Reduce -3.5% | 6,664 | $686K |
| TD Private Client Wealth LLC | 0.02% | Reduce -0.6% | 6,515 | $671K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +2.4% | 6,496 | $669K |
| Avantra Family Wealth, Inc. | 0.49% | Add +41.2% | 6,396 | $659K |
| Lifeworks Advisors, LLC | 0.09% | Add +43.0% | 6,384 | $657K |
| VestGen Investment Management | 0.39% | Add +22.2% | 6,366 | $656K |
| Harbour Investments, Inc. | 0.01% | Add +22.4% | 6,333 | $652K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +1.1% | 6,290 | $648K |
| Arkadios Wealth Advisors | 0.02% | Add +27.0% | 6,096 | $628K |
| Camarda Financial Advisors, LLC | 0.23% | Add +2.2% | 6,078 | $626K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -6.0% | 5,823 | $600K |
| Choreo, LLC | 0.01% | Reduce -24.6% | 5,638 | $581K |
| Signal Advisors Wealth, LLC | 0.05% | Add +10.3% | 5,609 | $578K |
| World Equity Group, Inc. | 0.13% | Add +61.2% | 5,486 | $565K |
| Core Wealth Partners LLC | 0.25% | Reduce -30.7% | 5,350 | $551K |
| Patron Partners, LLC | 0.25% | Reduce -28.1% | 5,295 | $545K |
| Cumberland Partners Ltd | 0.04% | Add +10.9% | 5,230 | $539K |
| Blalock Williams, LLC | 0.47% | Add +51.7% | 5,209 | $536K |
| Maripau Wealth Management LLC | 0.27% | Add +2.9% | 5,205 | $536K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 5,183 | $534K |
| Keybank National Association | 0.00% | Add +5.5% | 5,167 | $532K |
| Apex Wealth Management, LLC | 0.37% | New | 5,071 | $522K |
| Strategy Asset Managers LLC | 0.09% | New | 5,043 | $519K |
| Fermata Advisors, LLC | 0.13% | Add +23.4% | 5,032 | $518K |
| Valtinson Bruner Financial Planning LLC | 0.15% | Reduce -4.7% | 4,983 | $513K |
| Embree Financial Group | 0.07% | New | 4,936 | $508K |
| Citigroup Inc. | 0.00% | Add +7.7% | 4,928 | $508K |
| Argyle Capital Partners, LLC | 0.36% | Add +92.4% | 4,921 | $507K |
| LGT Financial Advisors LLC | 1.09% | Add +70.1% | 4,891 | $504K |
| D L Carlson Investment Group Inc. | 0.08% | Reduce -17.1% | 4,835 | $498K |
| Traveka Wealth, LLC | 0.22% | New | 4,793 | $494K |
| Yukon Wealth Management, Inc. | 0.16% | Add +2.5% | 4,767 | $491K |
| Advyzon Investment Management, LLC | 0.08% | Add +123.6% | 4,713 | $485K |
| Creative Planning | 0.00% | Reduce -16.3% | 4,631 | $477K |
| Transamerica Financial Advisors, LLC | 0.04% | Add +76100.0% | 4,572 | $471K |
| Patriot Financial Group Insurance Agency, LLC | 0.06% | Add +27.3% | 4,563 | $470K |
| Legacy Edge Advisors, LLC | 0.05% | Add +33.8% | 4,485 | $462K |
| Vantage Point Financial LLC | 0.18% | Add +5.1% | 4,464 | $460K |
| Annex Advisory Services, LLC | 0.01% | Reduce -19.5% | 4,440 | $457K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.7% | 4,410 | $454K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -47.1% | 4,371 | $450K |
| Gen-Wealth Partners Inc | 0.15% | Add +43.9% | 4,350 | $448K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -4.7% | 4,338 | $447K |
| Northern Trust Corp. | 0.00% | Add +12.7% | 4,310 | $444K |
| Waverly Advisors, LLC | 0.00% | Add +98.0% | 4,308 | $444K |
| von Borstel & Associates, Inc. | 0.07% | New | 4,296 | $442K |
| Betterment LLC | 0.00% | Add +0.4% | 4,292 | $442K |
| PUREfi Wealth, LLC | 0.34% | Add +60.1% | 4,284 | $441K |
| Wayfinding Financial, LLC | 0.19% | Reduce -16.8% | 4,287 | $441K |
| First Financial Bank - Trust Division | 0.04% | Reduce -32.3% | 4,233 | $436K |
| Magnus Financial Group LLC | 0.03% | Add +89.3% | 4,231 | $436K |
| GenWealth Group, Inc. | 0.08% | Reduce -3.6% | 4,229 | $436K |
| XTX Topco Ltd | 0.02% | Reduce -61.3% | 4,207 | $433K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -66.8% | 4,146 | $427K |
| Exit Wealth Advisors, LLC. | 0.28% | — | 4,114 | $424K |
| Resurgent Financial Advisors LLC | 0.21% | Add +42.9% | 4,094 | $422K |
| Blue Capital, Inc. | 0.31% | New | 4,089 | $421K |
| Silverlake Wealth Management LLC | 0.10% | Add +71.7% | 4,050 | $417K |
| Hutchens & Kramer Investment Management Group, LLC | 0.16% | Add +40.2% | 4,012 | $413K |
| Whittier Trust Co. | 0.00% | Add +1.4% | 3,939 | $406K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -18.1% | 3,920 | $404K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.18% | New | 3,911 | $403K |
| Simplex Trading, LLC | 0.01% | Add +102.7% | 3,895 | $401K |
| Tiaa Trust, National Association | 0.00% | Reduce -19.7% | 3,881 | $400K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -13.2% | 3,859 | $397K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +27.6% | 3,793 | $391K |
| Redwood Investment Management, LLC | 0.04% | Add +7.5% | 3,778 | $389K |
| Fiscal Wisdom Wealth Management, LLC | 0.36% | — | 3,658 | $385K |
| Cape Investment Advisory, Inc. | 0.38% | Add +59.7% | 3,724 | $384K |
| Essex Financial Services, Inc. | 0.02% | Reduce -0.5% | 3,689 | $380K |
| Perennial Investment Advisors, LLC | 0.03% | Add +37.0% | 3,676 | $379K |
| Semus Wealth Partners LLC | 0.21% | Add +25.1% | 3,649 | $376K |
| FAS Wealth Partners, Inc. | 0.03% | Reduce -13.0% | 3,593 | $370K |
| Arrien Investments, Inc. | 0.22% | No change | 3,578 | $368K |
| Spinnaker Investment Group, LLC | 0.07% | New | 3,544 | $365K |
| Channel Wealth LLC | 0.10% | Add +2.5% | 3,505 | $361K |
| Oppenheimer & Co. Inc. | 0.00% | New | 3,500 | $360K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,488 | $359K |
| Shelter Mutual Insurance Co | 0.08% | Add +16.6% | 3,440 | $354K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | New | 3,437 | $354K |
| Pinnacle Associates Ltd. | 0.00% | New | 3,437 | $354K |
| Kickstand Ventures, Llc. | 0.08% | Reduce -15.8% | 3,410 | $351K |
| Hengehold Capital Management LLC | 0.03% | Reduce -4.9% | 3,387 | $349K |
| Nicolet Bankshares Inc. | 0.06% | Reduce -26.6% | 3,385 | $349K |
| Pure Financial Advisors, LLC | 0.01% | New | 3,364 | $346K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,362 | $346K |
| Ballew Advisors, Inc | 0.19% | Reduce -70.0% | 3,313 | $346K |
| Gilliland Jeter Wealth Management LLC | 0.11% | New | 3,335 | $343K |
| Charles Schwab Trust Co | 0.02% | Reduce -12.3% | 3,332 | $343K |
| WNY Asset Management, LLC | 0.03% | No change | 3,306 | $340K |
| Omega Financial Group, LLC | 0.11% | Add +2.6% | 3,302 | $340K |
| Coastal Bridge Advisors, LLC | 0.03% | Reduce -20.1% | 3,264 | $336K |
| Summit Financial, LLC | 0.01% | Add +2.1% | 3,264 | $336K |
| Caliber Wealth Management, LLC / KS | 0.04% | Add +24.0% | 3,210 | $331K |
| Client 1ST Advisory Group, LLC | 0.11% | Reduce -8.9% | 3,184 | $328K |
| Western Wealth Management, LLC | 0.02% | Add +20.1% | 3,167 | $326K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +22.0% | 3,099 | $319K |
| Iams Wealth Management, LLC | 0.13% | Add +10.2% | 3,080 | $317K |
| One Day In July LLC | 0.03% | Reduce -10.2% | 3,013 | $310K |
| Sound Income Strategies, LLC | 0.02% | Reduce -26.6% | 2,980 | $306K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -94.6% | 2,900 | $300K |
| Continuum Advisory, LLC | 0.03% | Add +37.7% | 2,905 | $299K |
| BridgePort Financial Solutions, LLC | 0.08% | New | 2,896 | $298K |
| RDA Financial Network | 0.07% | New | 2,880 | $297K |
| Veltria Advisors Corp. | 1.31% | Reduce -35.0% | 2,878 | $296K |
| BAM Wealth Management, LLC | 0.23% | — | 2,877 | $296K |
| Sowell Financial Services LLC | 0.01% | Add +8.3% | 2,839 | $292K |
| Axim Planning & Wealth | 0.23% | New | 2,833 | $292K |
| Strathmore Capital Advisors, Inc. | 0.12% | No change | 2,827 | $291K |
| PNC Financial Services Group, Inc. | 0.00% | Add +32.8% | 2,787 | $287K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -0.8% | 2,785 | $287K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -20.6% | 2,749 | $283K |
| Raleigh Capital Management Inc. | 0.11% | Add +35.1% | 2,715 | $280K |
| Empirical Asset Management, LLC | 0.08% | Add +13.6% | 2,744 | $276K |
| Able Wealth Management LLC | 0.10% | Add +12.9% | 2,664 | $274K |
| Financial Partners Group, Inc | 0.03% | New | 2,662 | $274K |
| NerdWallet Wealth Partners, LLC | 0.13% | — | 2,662 | $274K |
| FMR LLC | 0.00% | Add +156.4% | 2,644 | $272K |
| Dentgroup LLC | 0.17% | Reduce -25.8% | 2,614 | $269K |
| Moment Partners, LLC | 0.05% | Reduce -6.3% | 2,602 | $268K |
| MCF Advisors LLC | 0.02% | No change | 2,567 | $264K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -3.6% | 2,548 | $262K |
| Midwest Professional Planners, LTD. | 0.06% | Add +11.4% | 2,445 | $252K |
| Ade, LLC | 0.13% | New | 2,441 | $251K |
| Market Street Wealth Management Advisors LLC | 0.04% | No change | 2,348 | $242K |
| Investor's Fiduciary Advisor Network, LLC | 0.08% | New | 2,343 | $241K |
| Financial Sense Advisors, Inc. | 0.05% | New | 2,319 | $239K |
| Rossby Financial, LCC | 0.08% | Add +7.9% | 2,295 | $236K |
| Flagstar Securities, Inc. | 0.07% | Reduce -29.1% | 2,253 | $232K |
| Consolidated Portfolio Review Corp | 0.03% | Add +2.5% | 2,203 | $227K |
| Kelly Financial Group LLC | 0.06% | New | 2,202 | $227K |
| GWN Securities Inc. | 0.05% | New | 2,140 | $223K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | New | 2,130 | $219K |
| Signet Financial Management, LLC | 0.03% | Add +4.3% | 2,087 | $215K |
| Evergreen Capital Management LLC | 0.01% | New | 2,053 | $211K |
| Leuthold Group, LLC | 0.02% | New | 2,048 | $211K |
| Beacon Financial Advisory LLC | 0.05% | Reduce -11.7% | 1,987 | $205K |
| Trinity Wealth Management, LLC | 0.08% | Reduce -0.3% | 1,984 | $204K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -9.2% | 1,983 | $204K |
| Pflug Koory, LLC | 0.09% | No change | 1,820 | $187K |
| Creative Financial Designs Inc. | 0.01% | Reduce -35.8% | 1,717 | $177K |
| Aptus Capital Advisors, LLC | 0.00% | Add +37.4% | 1,688 | $174K |
| UMB Bank, n.a. | 0.00% | No change | 1,460 | $150K |
| New Republic Capital, LLC | 0.05% | Add +14.9% | 1,431 | $147K |
| TCTC Holdings, LLC | 0.00% | No change | 1,397 | $144K |
| Centaurus Financial, Inc. | 0.01% | Add +5.7% | 1,388 | $143K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,376 | $142K |
| Park Place Capital Corp | 0.02% | Add +1.2% | 1,078 | $111K |
| Vermillion & White Wealth Management Group, LLC | 0.06% | No change | 1,040 | $107K |
| Tsfg, LLC | 0.02% | No change | 959 | $99K |
| CIBC Private Wealth Group LLC | 0.00% | Add +98.1% | 925 | $95K |
| Allworth Financial LP | 0.00% | Add +486.5% | 915 | $94K |
| First Horizon Corp. | 0.00% | — | 885 | $91K |
| Golden State Wealth Management, LLC | 0.01% | Add +63.5% | 873 | $90K |
| Biltmore Family Office, LLC | 0.01% | No change | 785 | $81K |
| Asset Planning,Inc | 0.06% | Add +1.2% | 775 | $80K |
| BNP Paribas Financial Markets | 0.00% | Reduce -97.1% | 763 | $79K |
| NBT Bank, N.A. | 0.01% | Reduce -86.3% | 103 | $77K |
| Ameriflex Group, Inc. | 0.03% | Reduce -75.9% | 742 | $76K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +97.6% | 729 | $75K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 692 | $71K |
| Oakworth Capital, Inc. | 0.00% | New | 660 | $68K |
| Blair William & Co. | 0.00% | Reduce -26.6% | 541 | $56K |
| Clean Yield Group | 0.02% | Reduce -53.5% | 530 | $55K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +35.2% | 526 | $54K |
| Tripletail Wealth Management, LLC | 0.06% | New | 492 | $50K |
| Wealth Watch Advisors, INC | 0.02% | New | 468 | $48K |
| Independence Bank of Kentucky | 0.01% | Reduce -12.7% | 466 | $48K |
| First Command Advisory Services, Inc. | 0.00% | No change | 450 | $46K |
| Rice Partnership, LLC | 0.01% | New | 448 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -25.9% | 448 | $46K |
| Fifth Third Bancorp | 0.00% | Add +776.7% | 377 | $39K |
| Strategic Wealth Partners, Ltd. | 0.00% | Add +23.0% | 358 | $37K |
| Signaturefd, LLC | 0.00% | Add +595.9% | 341 | $35K |
| Larson Financial Group LLC | 0.00% | No change | 339 | $35K |
| Root Financial Partners, LLC | 0.00% | New | 335 | $35K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 278 | $29K |
| St Germain D J Co. Inc. | 0.00% | Reduce -15.4% | 275 | $28K |
| Richardson Financial Services Inc. | 0.02% | Reduce -52.4% | 262 | $27K |
| Covestor Ltd | 0.01% | Add +10.7% | 239 | $25K |
| Crewe Advisors LLC | 0.00% | Add +186.4% | 232 | $24K |
| Providence Capital Advisors, LLC | 0.00% | No change | 212 | $22K |
| Turim 21 Investimentos Ltda. | 0.01% | New | 197 | $20K |
| KERR FINANCIAL PLANNING Corp | 0.03% | — | 172 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 162 | $17K |
| United Financial Planning Group LLC | 0.01% | — | 151 | $16K |
| Imprint Wealth LLC | 0.04% | — | 128 | $13K |
| Hantz Financial Services, Inc. | 0.00% | Add +205.0% | 122 | $13K |
| Quest 10 Wealth Builders, Inc. | 0.01% | New | 119 | $12K |
| Investors Research Corp | 0.00% | Add +207.9% | 117 | $12K |
| Caldwell Sutter Capital, Inc. | 0.01% | Add +75.8% | 116 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 106 | $11K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 105 | $11K |
| Chapman Financial Group, LLC | 0.01% | New | 97 | $10K |
| Wealthspire Advisors, LLC | 0.00% | New | 97 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 94 | $10K |
| Founders Financial Alliance, LLC | 0.00% | New | 88 | $9K |
| Rise Advisors, LLC | 0.00% | Reduce -2.3% | 84 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 73 | $8K |
| NFSG Corp | 0.00% | No change | 68 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 68 | $7K |
| Realta Investment Advisors | 0.00% | New | 54 | $6K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -50.0% | 50 | $5K |
| AlphaCore Capital LLC | 0.00% | No change | 49 | $5K |
| DecisionPoint Financial, LLC | 0.00% | New | 45 | $5K |
| Horizon Investments, LLC | 0.00% | New | 45 | $5K |
| Kiker Wealth Management, LLC | 0.00% | No change | 44 | $5K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -54.6% | 44 | $5K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 41 | $4K |
| Gould Capital, LLC | 0.00% | Reduce -60.0% | 38 | $4K |
| Archer Investment Corp | 0.00% | No change | 25 | $3K |
| REAP Financial Group, LLC | 0.00% | Reduce -68.9% | 23 | $2K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 23 | $2K |
| Viewpoint Capital Management LLC | 0.00% | New | 21 | $2K |
| Motco | 0.00% | New | 21 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 19 | $2K |
| Clark Wealth Partners | 0.00% | Add +46.1% | 19 | $2K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -21.7% | 18 | $2K |
| Arlington Trust Co LLC | 0.00% | No change | 16 | $2K |
| Family Legacy Financial Solutions, LLC | 0.00% | No change | 14 | $1K |
| Chelsea Counsel Co. | 0.00% | New | 14 | $1K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 14 | $1K |
| Cedar Mountain Advisors, LLC | 0.00% | New | 12 | $1K |
| Tucker Asset Management LLC | 0.00% | Reduce -99.8% | 9 | $927 |
| GAMMA Investing LLC | 0.00% | No change | 7 | $721 |
| Kozak & Associates, Inc. | 0.00% | New | 7 | $720 |
| Clearstead Trust, LLC | 0.00% | No change | 5 | $515 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $515 |
| CVA Family Office, LLC | 0.00% | New | 5 | $515 |
| AllSquare Wealth Management LLC | 0.00% | No change | 3 | $309 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 3 | $308 |
| North Capital, Inc. | 0.00% | Reduce -95.7% | 1 | $103 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -91.7% | 1 | $103 |
| Avion Wealth | 0.00% | New | 6 | $0 |
"% of holder's portfolio" is TLH's weight in each manager's 13F, not the share of iShares 10-20 Year Treasury the manager owns.