iShares 10-20 Year TreasuryTLHETF
13F holders, Q2 2026 (June 30)613holders −22
48new positions
71sold out
2famous investors
$100.37avg. 13F price*
At the end of Q2 2026, 613 institutions reported holding iShares 10-20 Year Treasury (TLH) in their 13F filings, down 22 from Q1 2026. 48 opened new positions and 71 sold out. The largest holders were Envestnet Asset Management Inc. ($2.0B), Forum Financial Management, LP ($971.5M) and Bank of America Corp. ($708.1M). 2 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares 10-20 Year Treasury
- CUSIP
- 464288653
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $50.9M |
| Exits | 71 | $104.0M |
All 13F filers, Q1 2026 → Q2 2026: 8,244,105 shares bought and 13,612,207 shares sold, net −5,368,102 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 613 holders
| Envestnet Asset Management Inc. | 0.46% | Reduce -14.3% | 19,652,832 | $2.0B |
| Forum Financial Management, LP | 12.48% | Add +8.3% | 9,680,967 | $971.5M |
| Bank of America Corp. | 0.05% | Reduce -12.7% | 7,056,628 | $708.1M |
| LPL Financial LLC | 0.15% | Reduce -18.3% | 6,711,248 | $673.5M |
| BlackRock, Inc. | 0.01% | Add +2.3% | 4,710,306 | $472.7M |
| Morgan Stanley | 0.02% | Reduce -6.1% | 3,540,643 | $355.3M |
| JPMorgan Chase & Co. | 0.02% | Reduce -14.7% | 3,490,075 | $353.6M |
| Truist Financial Corp. | 0.36% | Add +176.7% | 3,002,613 | $301.3M |
| Ameriprise Financial Inc. | 0.05% | Add +2.5% | 2,455,071 | $246.0M |
| Assetmark, Inc. | 0.42% | Add +7.8% | 2,446,904 | $245.5M |
| Envestnet Portfolio Solutions, Inc. | 1.10% | Reduce -23.9% | 2,288,353 | $229.6M |
| Dynasty Wealth Management, LLC | 1.53% | Add +11.7% | 2,050,071 | $205.7M |
| Stifel Financial Corp. | 0.15% | Add +19.0% | 1,746,571 | $175.3M |
| Cetera Investment Advisers | 0.15% | Reduce -21.1% | 1,662,099 | $166.8M |
| Wells Fargo & Company | 0.03% | Reduce -3.7% | 1,660,729 | $166.7M |
| Mather Group, Llc. | 1.35% | Add +375884.6% | 1,537,777 | $154.3M |
| Park Avenue Securities LLC | 0.86% | Reduce -20.4% | 1,367,082 | $137.2M |
| RiverFront Investment Group, LLC | 1.76% | Add +0.3% | 1,324,932 | $133.0M |
| Janney Montgomery Scott LLC | 0.24% | Reduce -18.2% | 1,220,050 | $122.4M |
| MML Investors Services, LLC | 0.24% | Reduce -12.6% | 1,192,620 | $119.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -14.4% | 1,110,583 | $111.4M |
| NewEdge Advisors, LLC | 0.28% | Add +0.8% | 931,209 | $93.4M |
| Destination Wealth Management | 2.09% | Add +3.3% | 891,126 | $89.4M |
| Hamilton Capital Partners, LLC | 24.98% | Add +151.6% | 857,106 | $86.0M |
| Benjamin Edwards Inc. | 0.77% | Add +65.2% | 836,231 | $83.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -10.4% | 809,038 | $81.2M |
| Quotient Wealth Partners, LLC | 1.69% | Add +6.8% | 713,106 | $71.6M |
| First Citizens Bank & Trust Co. | 1.01% | Reduce -28.6% | 672,411 | $67.5M |
| Royal Bank of Canada | 0.01% | Reduce -13.8% | 661,234 | $66.4M |
| OpenArc Corporate Advisory, LLC | 0.73% | Add +27.3% | 608,861 | $61.1M |
| Sanctuary Advisors, LLC | 0.28% | Reduce -11.9% | 600,513 | $60.3M |
| Sagespring Wealth Partners, LLC | 0.87% | Add +7.5% | 561,888 | $56.4M |
| Northwestern Mutual Wealth Management Co. | 0.03% | Reduce -0.4% | 518,894 | $52.1M |
| Cerity Partners OCIO LLC | 2.56% | Reduce -9.2% | 504,136 | $50.6M |
| Commonwealth Equity Services, LLC | 0.06% | Add +58.7% | 497,357 | $49.9M |
| UBS Group AG | 0.01% | Reduce -22.7% | 492,146 | $49.4M |
| Foundations Investment Advisors, LLC | 0.50% | Add +7.2% | 484,379 | $48.6M |
| United Capital Financial Advisors, LLC | 0.25% | Reduce -20.5% | 456,877 | $45.8M |
| MAI Capital Management | 0.16% | Add +1.8% | 410,403 | $41.2M |
| Osaic Holdings, Inc. | 0.05% | Add +6.4% | 393,343 | $39.5M |
| JB Capital LLC | 1.29% | Reduce -25.4% | 371,123 | $37.2M |
| Confluence Investment Management LLC | 0.53% | Add +63.0% | 335,581 | $33.7M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +4.6% | 298,343 | $29.4M |
| Steward Partners Investment Advisory, LLC | 0.14% | Reduce -1.1% | 282,330 | $28.3M |
| US Bancorp \de | 0.03% | Reduce -43.6% | 277,047 | $27.8M |
| Watchman Group, Inc. | 6.17% | Add +1.5% | 275,011 | $27.6M |
| Banco Santander, S.A. | 0.16% | New | 263,210 | $26.4M |
| Thrivent Financial for Lutherans | 0.05% | Reduce -11.7% | 262,174 | $26.4M |
| Castleark Management LLC | 0.70% | No change | 258,432 | $25.9M |
| Rockefeller Capital Management L.P. | 0.04% | Add +33.8% | 236,696 | $23.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Reduce -15.7% | 234,515 | $23.5M |
| Pinnacle Financial Partners, Inc. | 0.15% | Add +10.8% | 222,202 | $22.3M |
| CreativeOne Wealth, LLC | 0.48% | Add +10.9% | 220,524 | $22.1M |
| Modern Wealth Management, LLC | 0.26% | Reduce -6.3% | 215,420 | $21.6M |
| Savvy Advisors, Inc. | 0.45% | Add +2.6% | 207,915 | $20.9M |
| Vise Technologies, Inc. | 0.21% | Add +102.9% | 186,292 | $18.7M |
| Summit Asset Management, LLC | 2.28% | Add +2.1% | 177,429 | $17.8M |
| Arrow Financial Corp | 1.58% | Add +95.3% | 176,255 | $17.7M |
| Jones Financial Companies LLLP | 0.01% | Add +5.7% | 174,605 | $17.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -0.9% | 173,929 | $17.5M |
| Mgo One Seven LLC | 0.29% | Add +1.7% | 173,493 | $17.4M |
| &partners | 0.07% | Add +38.0% | 170,479 | $17.1M |
| Goelzer Investment Management, Inc. | 0.74% | Reduce -3.8% | 169,041 | $17.0M |
| McKinley Carter Wealth Services, Inc. | 0.86% | Add +26.7% | 166,474 | $16.7M |
| Icon Wealth Advisors, LLC | 0.96% | Reduce -21.6% | 159,156 | $16.0M |
| Atria Investments, Inc | 0.16% | Reduce -14.7% | 158,818 | $15.9M |
| IHT Wealth Management, LLC | 0.34% | Reduce -28.2% | 157,196 | $15.8M |
| Affinity Capital Advisors, LLC | 1.93% | Reduce -2.8% | 156,580 | $15.6M |
| Cascade Financial Partners, LLC | 1.34% | Add +22.4% | 154,327 | $15.5M |
| Stone House Investment Management, LLC | 2.00% | Reduce -17.4% | 149,866 | $15.0M |
| NorthCoast Asset Management LLC | 0.32% | Add +22.5% | 145,376 | $14.6M |
| ABLE Financial Group, LLC | 2.45% | Add +112.2% | 145,297 | $14.6M |
| Keel Point, LLC | 0.86% | Add +1.4% | 144,496 | $14.5M |
| SteelPeak Wealth, LLC | 0.36% | Reduce -14.7% | 137,143 | $13.8M |
| Kelly Financial Services LLC | 2.83% | Add +7.6% | 131,731 | $13.2M |
| Arvest Investments, Inc. | 1.55% | Add +7.0% | 127,888 | $12.8M |
| Trek Financial, LLC | 0.63% | Reduce -10.8% | 126,225 | $12.7M |
| State Farm Mutual Automobile Insurance Co. | 0.01% | Add +49.4% | 124,705 | $12.5M |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.61% | Add +8.2% | 123,653 | $12.4M |
| Net Worth Advisory Group | 3.11% | Add +38.6% | 122,891 | $12.3M |
| Equitable Holdings, Inc. | 0.07% | Reduce -2.9% | 121,351 | $12.2M |
| Integrity Alliance, Llc. | 0.35% | Reduce -21.6% | 111,572 | $11.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +222.9% | 104,929 | $10.5M |
| Orion Porfolio Solutions, LLC | 0.08% | Reduce -18.5% | 103,910 | $10.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 1.05% | Reduce -23.5% | 103,271 | $10.4M |
| Avantax Planning Partners, Inc. | 0.25% | Reduce -4.7% | 100,328 | $10.1M |
| Sharkey, Howes & Javer | 1.21% | Reduce -29.1% | 100,084 | $10.0M |
| Concurrent Investment Advisors, LLC | 0.08% | Reduce -10.6% | 95,603 | $9.6M |
| Flow Traders U.S. LLC | 0.39% | Add +54.9% | 94,839 | $9.5M |
| Harvest Portfolios Group Inc. | 0.13% | Reduce -17.9% | 92,049 | $9.2M |
| Liberty Wealth Management LLC | 1.11% | No change | 87,815 | $8.8M |
| Evergreen Private Wealth LLC | 3.13% | Reduce -0.6% | 84,245 | $8.5M |
| Beacon Financial Group | 0.76% | Add +8.3% | 82,784 | $8.3M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -12.6% | 82,579 | $8.3M |
| IFP Advisors, Inc | 0.15% | Reduce -4.9% | 80,435 | $8.1M |
| PAX Financial Group, LLC | 1.16% | Reduce -13.6% | 77,515 | $7.8M |
| Strategic Blueprint, LLC | 0.38% | Reduce -8.3% | 76,682 | $7.7M |
| Royal Fund Management, LLC | 0.64% | Add +1.5% | 76,608 | $7.7M |
| Global Retirement Partners, LLC | 0.12% | — | 75,318 | $7.6M |
| Creative Planning | 0.00% | Add +9.1% | 74,293 | $7.5M |
| Elevated Financial Group LLC | 2.07% | Add +12.5% | 73,018 | $7.3M |
| Brookstone Capital Management | 0.07% | Reduce -13.6% | 72,686 | $7.3M |
| Arax Advisory Partners | 0.05% | Add +196.1% | 71,575 | $7.2M |
| Angeles Wealth Management, LLC | 0.32% | Reduce -0.3% | 70,568 | $7.1M |
| Ewa, LLC | 1.29% | Add +8.0% | 70,327 | $7.1M |
| Keystone Financial Services | 1.82% | Reduce -21.7% | 70,324 | $7.1M |
| Scotia Capital Inc. | 0.03% | Reduce -7.3% | 70,287 | $7.1M |
| Principal Securities, Inc. | 0.08% | Add +6.3% | 69,375 | $7.0M |
| Mariner, LLC | 0.01% | Reduce -18.6% | 68,842 | $6.9M |
| Capital Analysts, LLC | 0.16% | Reduce -45.4% | 68,168 | $6.8M |
| Diversify Advisory Services, LLC | 0.11% | New | 69,608 | $6.8M |
| Diversify Wealth Management, LLC | 0.11% | Reduce -17.4% | 69,608 | $6.8M |
| Stokes Family Office, LLC | 0.79% | Reduce -22.8% | 67,450 | $6.8M |
| Invst, LLC | 0.63% | Reduce -22.3% | 64,815 | $6.5M |
| Prospera Financial Services Inc | 0.09% | Reduce -3.9% | 63,693 | $6.4M |
| Regal Investment Advisors LLC | 0.33% | Reduce -23.1% | 63,662 | $6.4M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +20.5% | 63,590 | $6.4M |
| Bay Harbor Wealth Management, LLC | 1.42% | Reduce -15.2% | 61,156 | $6.1M |
| World Investment Advisors | 0.10% | Reduce -23.6% | 60,880 | $6.1M |
| Legacy Financial Group LLC | 0.69% | Reduce -19.7% | 60,819 | $6.1M |
| Captrust Financial Advisors | 0.01% | Reduce -0.8% | 60,747 | $6.1M |
| Goodman Advisory Group, LLC | 1.38% | Reduce -6.4% | 59,660 | $6.0M |
| Wealth Alliance, LLC | 0.50% | Reduce -24.5% | 59,254 | $5.9M |
| Van Hulzen Asset Management, LLC | 0.42% | Add +5.6% | 58,327 | $5.9M |
| HighPoint Advisor Group LLC | 0.20% | Reduce -0.4% | 57,773 | $5.8M |
| BCGM Wealth Management, LLC | 1.22% | Reduce -6.8% | 57,319 | $5.8M |
| ONE Advisory Partners, LLC | 1.54% | Reduce -5.6% | 56,547 | $5.7M |
| Premier Path Wealth Partners, LLC | 0.65% | Add +8.4% | 56,121 | $5.6M |
| Cresta Advisors, Ltd. | 1.99% | Add +6.8% | 55,108 | $5.5M |
| Blue Trust, Inc. | 0.06% | Reduce -31.7% | 54,802 | $5.5M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +37.5% | 53,737 | $5.4M |
| Focus Partners Wealth | 0.01% | Reduce -14.2% | 53,550 | $5.4M |
| Gateway Wealth Partners, LLC | 0.32% | Reduce -49.4% | 52,789 | $5.3M |
| AlphaCore Capital LLC | 0.10% | Reduce -3.2% | 52,137 | $5.2M |
| Fidelity D & D Bancorp Inc. | 1.79% | Add +13.1% | 51,989 | $5.2M |
| Quadrature Capital Ltd | 0.04% | New | 50,994 | $5.1M |
| Migdal Insurance & Financial Holdings Ltd. | 0.03% | Reduce -41.1% | 50,964 | $5.1M |
| Ranch Capital Advisors Inc. | 1.62% | Add +2.7% | 50,841 | $5.1M |
| Founders Financial Alliance, LLC | 0.68% | Add +13192.1% | 50,776 | $5.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -11.7% | 50,049 | $5.0M |
| Cobblestone Asset Management LLC | 2.08% | Reduce -27.1% | 49,589 | $5.0M |
| Professional Financial Management, Inc. | 4.99% | Reduce -1.1% | 49,059 | $4.9M |
| SigFig Wealth Management, LLC | 0.13% | Reduce -19.0% | 47,481 | $4.8M |
| WCG Wealth Advisors LLC | 0.11% | Reduce -21.7% | 46,671 | $4.7M |
| Shared Vision Wealth Group LLC | 1.59% | Reduce -16.7% | 46,226 | $4.6M |
| Endeavor Private Wealth, Inc. | 1.12% | Reduce -7.0% | 46,078 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +289.5% | 45,718 | $4.6M |
| Resolute Wealth Advisor, Inc. | 2.60% | No change | 45,370 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -4.2% | 45,152 | $4.5M |
| Merit Financial Group, LLC | 0.03% | Reduce -18.1% | 44,313 | $4.4M |
| RFG Advisory, LLC | 0.07% | Add +1.2% | 43,849 | $4.4M |
| Advus Financial Partners, LLC | 0.98% | Add +3.8% | 42,904 | $4.3M |
| Watershed Private Wealth LLC | 1.21% | Add +5.9% | 42,775 | $4.3M |
| Storen Legacy Partners, LLC | 1.16% | Add +19.7% | 42,372 | $4.3M |
| Unique Wealth, LLC | 0.49% | Add +3.2% | 41,938 | $4.2M |
| Claro Advisors Inc. | 0.43% | Add +8.5% | 40,995 | $4.1M |
| Golden State Wealth Management, LLC | 0.37% | Add +362.7% | 40,714 | $4.1M |
| Core Wealth Advisors, LLC | 2.97% | Reduce -30.2% | 40,112 | $4.0M |
| McNaughton Wealth Management, LLC | 1.42% | Add +15.2% | 39,909 | $4.0M |
| Simplicity Wealth,LLC | 0.13% | Add +1.6% | 39,835 | $4.0M |
| Smartleaf Asset Management LLC | 0.13% | No change | 38,631 | $3.9M |
| Advisory Services Network, LLC | 0.04% | Reduce -5.1% | 38,237 | $3.8M |
| Modus Advisors, LLC | 0.94% | Add +5.9% | 37,765 | $3.8M |
| Sovran Advisors, LLC | 0.28% | Reduce -21.6% | 38,383 | $3.8M |
| Bedminster, LLC | 3.18% | Add +1.6% | 37,108 | $3.7M |
| Twin Peaks Wealth Advisors, LLC | 0.84% | Reduce -11.6% | 36,956 | $3.7M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -63.0% | 35,986 | $3.6M |
| Surience Private Wealth LLC | 3.13% | New | 35,460 | $3.6M |
| Geneos Wealth Management Inc. | 0.07% | Add +3.2% | 34,559 | $3.5M |
| Systelligence, LLC | 0.58% | Reduce -50.9% | 34,459 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -9.2% | 34,325 | $3.4M |
| LFA - Lugano Financial Advisors SA | 2.05% | Add +1.6% | 34,483 | $3.4M |
| Cornerstone Planning Group LLC | 0.43% | Reduce -9.3% | 34,856 | $3.4M |
| Centurion Wealth Management LLC | 0.79% | Add +0.9% | 32,935 | $3.3M |
| Polaris Investment Advisors, LLC | 2.09% | Reduce -10.4% | 32,500 | $3.3M |
| SWP Financial LLC | 1.50% | Add +7.6% | 32,388 | $3.3M |
| Fifth Third Bancorp | 0.01% | Reduce -0.8% | 31,855 | $3.2M |
| Corient Private Wealth LP | 0.00% | Reduce -24.7% | 31,209 | $3.1M |
| Centerline Wealth Advisors, LLC | 0.98% | Add +2.4% | 31,175 | $3.1M |
| 5T Wealth, LLC | 1.16% | Reduce -37.0% | 31,082 | $3.1M |
| HRT Financial LP | 0.01% | Add +173.7% | 30,772 | $3.1M |
| Krilogy Financial LLC | 0.09% | Reduce -3.5% | 30,743 | $3.1M |
| VestGen Advisors, LLC | 0.09% | Add +406.3% | 30,717 | $3.1M |
| One Wealth Capital Management, LLC | 0.87% | Add +3.0% | 30,372 | $3.0M |
| Vestmark Advisory Solutions, Inc. | 0.03% | Add +16.4% | 30,012 | $3.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -26.2% | 29,936 | $3.0M |
| Commonwealth Financial Services, LLC | 0.40% | Reduce -81.9% | 29,538 | $3.0M |
| Csenge Advisory Group | 0.12% | Reduce -20.6% | 29,369 | $2.9M |
| Clarus Wealth Advisors | 1.13% | Add +11.5% | 29,717 | $2.9M |
| Swmg, LLC | 0.69% | Reduce -15.7% | 29,673 | $2.9M |
| A4 Wealth Advisors LLC | 1.92% | Reduce -61.6% | 28,383 | $2.8M |
| WealthShield Partners, LLC | 0.42% | Reduce -22.3% | 27,416 | $2.8M |
| Elevation Point Wealth Partners, LLC | 0.05% | Reduce -30.6% | 27,314 | $2.7M |
| Lansing Street Advisors | 0.58% | Reduce -19.6% | 26,968 | $2.7M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -21.5% | 26,929 | $2.7M |
| Hoxton Planning & Management, LLC | 0.70% | Reduce -14.3% | 26,833 | $2.7M |
| Heck Capital Advisors, LLC | 0.16% | Reduce -1.9% | 26,704 | $2.7M |
| Integrated Advisors Network LLC | 0.12% | Add +50.8% | 26,328 | $2.6M |
| Robbins Farley | 1.01% | Add +9.1% | 26,207 | $2.6M |
| Cypress Wealth Services, LLC | 0.32% | Reduce -20.8% | 25,980 | $2.6M |
| Rothschild Wealth LLC | 0.20% | Reduce -11.4% | 25,208 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.12% | Reduce -5.8% | 25,040 | $2.5M |
| Center For Asset Management LLC | 1.09% | Add +8.1% | 24,561 | $2.5M |
| Focus Financial Network, Inc. | 0.08% | Add +7.3% | 24,452 | $2.5M |
| Echo45 Advisors LLC | 1.25% | Add +8.0% | 24,145 | $2.4M |
| Forte Asset Management LLC | 0.97% | Add +1.0% | 23,621 | $2.4M |
| Able Wealth Management LLC | 0.54% | Add +17.9% | 23,503 | $2.4M |
| Alterna Wealth Management, Inc. | 1.34% | Add +57.1% | 23,353 | $2.3M |
| Trustmark Bank Trust Department | 0.14% | Reduce -7.2% | 23,145 | $2.3M |
| Venturi Wealth Management, LLC | 0.09% | Reduce -0.1% | 23,078 | $2.3M |
| Horst & Graben Wealth Management LLC | 0.30% | Reduce -5.5% | 22,947 | $2.3M |
| May Hill Capital, LLC | 0.48% | Reduce -4.0% | 22,705 | $2.3M |
| Braun-Bostich & Associates Inc. | 1.26% | Add +4.4% | 22,488 | $2.3M |
| Snowden Capital Advisors LLC | 0.05% | Add +12.4% | 22,434 | $2.3M |
| Pinion Investment Advisors, LLC | 0.42% | Add +10.5% | 22,193 | $2.2M |
| Hazlett, Burt & Watson, Inc. | 0.58% | Reduce -0.8% | 21,842 | $2.2M |
| Collective Family Office LLC | 0.44% | Add +3.1% | 21,645 | $2.2M |
| Values First Advisors, Inc. | 0.99% | Add +11.5% | 21,566 | $2.2M |
| Etesian Wealth Advisors, Inc. | 0.59% | Reduce -4.7% | 19,768 | $2.0M |
| Saxony Capital Management, LLC | 0.90% | Reduce -24.9% | 19,667 | $2.0M |
| Beacon Bridge Wealth Partners, LLC | 0.56% | Reduce -2.3% | 19,618 | $2.0M |
| Veltria Advisors Corp. | 6.04% | No change | 19,603 | $2.0M |
| Portfolio Resources Advisor Group, Inc. | 1.66% | Reduce -17.3% | 19,566 | $2.0M |
| Avid Wealth Partners LLC | 0.94% | Add +6.8% | 19,421 | $1.9M |
| Fermata Advisors, LLC | 0.39% | Add +17.0% | 19,353 | $1.9M |
| Traveka Wealth, LLC | 0.64% | Add +16.9% | 19,299 | $1.9M |
| Scarborough Advisors, LLC | 0.22% | Reduce -2.5% | 19,310 | $1.9M |
| Leavell Investment Management, Inc. | 0.07% | Add +4.9% | 19,052 | $1.9M |
| Checchi Capital Advisers, LLC | 0.12% | Reduce -21.9% | 18,593 | $1.9M |
| Keebeck Wealth Management | 0.18% | Reduce -44.6% | 18,590 | $1.9M |
| Composition Wealth, LLC | 0.02% | Reduce -5.1% | 18,556 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Reduce -78.3% | 17,796 | $1.8M |
| Compass Financial Management LLC | 0.22% | — | 17,735 | $1.8M |
| Spectrum Planning & Advisory Services Inc. | 0.78% | Reduce -0.9% | 17,295 | $1.7M |
| Pathstone Holdings, LLC | 0.01% | Add +14.3% | 17,153 | $1.7M |
| Eq LLC | 0.42% | Reduce -28.9% | 17,039 | $1.7M |
| AE Wealth Management LLC | 0.01% | Add +77.5% | 16,990 | $1.7M |
| Independent Financial Group, LLC | 0.03% | Reduce -19.7% | 16,929 | $1.7M |
| LifePlan Investment Advisors, Inc. | 0.58% | Reduce -7.7% | 16,866 | $1.7M |
| Integrity Advisory Solutions, LLC | 0.17% | Reduce -1.5% | 16,788 | $1.7M |
| Carr Financial Group Corp | 0.38% | Reduce -7.5% | 16,634 | $1.7M |
| B. Riley Wealth Advisors, Inc. | 0.09% | Reduce -15.5% | 16,446 | $1.7M |
| Legacy Private Trust Co. | 0.09% | Add +22.8% | 16,531 | $1.7M |
| Succession Financial, Inc. | 1.61% | — | 16,522 | $1.7M |
| BCU Wealth Advisors, LLC | 0.54% | Reduce -16.8% | 16,338 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +320.1% | 15,790 | $1.6M |
| Kilter Group LLC | 0.57% | Reduce -48.0% | 15,727 | $1.6M |
| Atlatl Advisers LLC | 0.37% | Add +0.5% | 15,637 | $1.6M |
| PFG Investments, LLC | 0.06% | Reduce -3.9% | 15,483 | $1.6M |
| Seeds Investor LLC | 0.16% | Reduce -2.6% | 15,232 | $1.5M |
| Barnes Wealth Management Group, Inc | 0.70% | Add +1.2% | 15,172 | $1.5M |
| Davis Wealth Advisors, LLC | 1.17% | Reduce -38.8% | 15,084 | $1.5M |
| Lanark Financial, Inc. | 0.10% | Add +1.3% | 14,958 | $1.5M |
| JT Stratford LLC | 0.16% | Reduce -14.6% | 14,919 | $1.5M |
| Mendel Capital Management LLC | 0.67% | Reduce -0.6% | 14,871 | $1.5M |
| J.M. Arbour, LLC | 1.28% | Reduce -29.2% | 14,763 | $1.5M |
| Visionary Wealth Advisors | 0.06% | Reduce -0.8% | 14,718 | $1.5M |
| Embree Financial Group | 0.14% | Add +34.6% | 14,188 | $1.4M |
| Anderson Hoagland & Co. | 0.11% | Reduce -45.6% | 14,044 | $1.4M |
| First International Bank of Israel Ltd. | 0.38% | Add +6.8% | 13,919 | $1.4M |
| Strategic Investment Advisors / MI | 0.08% | Reduce -3.7% | 13,880 | $1.4M |
| CoreCap Advisors, LLC | 0.04% | Reduce -16.6% | 13,441 | $1.3M |
| Cumberland Partners Ltd | 0.09% | Add +10.3% | 13,180 | $1.3M |
| Cerity Partners LLC | 0.00% | Reduce -6.8% | 13,128 | $1.3M |
| First Heartland Consultants, Inc. | 0.08% | Reduce -19.9% | 12,889 | $1.3M |
| Regimen Wealth, LLC | 0.35% | Reduce -0.8% | 12,813 | $1.3M |
| Capital Investment Management, Inc. | 0.39% | Reduce -20.6% | 12,766 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -78.6% | 12,637 | $1.3M |
| WBH Advisory Inc. | 0.08% | Reduce -57.1% | 12,406 | $1.2M |
| Two West Capital Advisors LLC | 0.61% | Reduce -14.3% | 12,582 | $1.2M |
| WealthPoint Financial, LLC | 0.90% | Add +6.9% | 12,300 | $1.2M |
| LexAurum Advisors, LLC | 0.14% | No change | 12,042 | $1.2M |
| AlTi Global, Inc. | 0.02% | No change | 11,964 | $1.2M |
| NerdWallet Wealth Partners, LLC | 0.41% | Add +35.5% | 11,961 | $1.2M |
| Gilpin Wealth Management, LLC | 0.83% | Reduce -8.0% | 11,942 | $1.2M |
| Strategic Financial Concepts, LLC | 0.35% | Reduce -82.6% | 11,882 | $1.2M |
| Bank of Montreal | 0.00% | Add +48.7% | 11,872 | $1.2M |
| JFS Wealth Advisors, LLC | 0.06% | Reduce -29.1% | 11,753 | $1.2M |
| Ascent Group, LLC | 0.04% | Reduce -3.0% | 11,694 | $1.2M |
| Absolute Capital Management, LLC | 0.29% | Reduce -10.7% | 11,476 | $1.2M |
| Retirement Wealth Solutions LLC | 0.63% | Reduce -12.9% | 11,453 | $1.1M |
| Kingsview Wealth Management, LLC | 0.01% | Add +6.4% | 11,428 | $1.1M |
| Prosperity Bancshares Inc | 0.75% | Add +90.0% | 11,370 | $1.1M |
| TritonPoint Partners, LLC | 0.09% | Reduce -21.6% | 11,182 | $1.1M |
| Atlanta Consulting Group Advisors, LLC | 0.18% | Add +13.3% | 11,178 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Add +2.0% | 11,175 | $1.1M |
| DecisionMap Wealth Management, LLC | 0.63% | Add +14.5% | 11,171 | $1.1M |
| Tudor Investment Corporation | 0.00% | Reduce -43.1% | 10,984 | $1.1M |
| Sigma Planning Corp | 0.03% | Reduce -37.4% | 10,626 | $1.1M |
| CCG Wealth Management, LLC | 0.25% | Reduce -4.3% | 10,569 | $1.1M |
| MSH Capital Advisors LLC | 0.18% | Add +85.1% | 10,545 | $1.1M |
| Strategic Investment Solutions, Inc. | 0.24% | Reduce -24.5% | 10,341 | $1.0M |
| Ballast Rock Private Wealth LLC | 0.48% | Add +10.6% | 10,310 | $1.0M |
| IFG Advisory, LLC | 0.04% | New | 10,115 | $1.0M |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1497.1% | 10,046 | $1.0M |
| PFG Advisors | 0.05% | Reduce -35.0% | 9,949 | $998K |
| DAVENPORT & Co LLC | 0.01% | Reduce -14.5% | 9,762 | $980K |
| Sovereign Financial Group, Inc. | 0.15% | Reduce -14.9% | 9,718 | $975K |
| Oppenheimer & Co. Inc. | 0.01% | Add +3.6% | 9,685 | $972K |
| Financial Partners Group, Inc | 0.10% | Add +5.6% | 9,677 | $971K |
| Transamerica Financial Advisors, LLC | 0.08% | Reduce -5.5% | 9,627 | $966K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -43.9% | 9,618 | $965K |
| Vision Retirement, LLC | 0.23% | Add +10.0% | 9,542 | $958K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +26.0% | 9,359 | $939K |
| Advyzon Investment Management, LLC | 0.07% | Reduce -28.9% | 9,320 | $935K |
| Unify Financial Advisors | 0.83% | Reduce -20.5% | 8,997 | $903K |
| Titleist Asset Management, LLC | 0.06% | Add +13.4% | 8,860 | $889K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +10.9% | 8,621 | $865K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -50.2% | 8,538 | $857K |
| Arkadios Wealth Advisors | 0.01% | Reduce -17.0% | 8,524 | $855K |
| Pettinga Financial Advisors LLC | 0.14% | Add +0.4% | 8,450 | $848K |
| Verus Capital Partners, LLC | 0.05% | Reduce -34.4% | 8,424 | $845K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -56.3% | 8,401 | $843K |
| Columbus Macro, LLC | 0.08% | Add +3.5% | 7,971 | $800K |
| Spire Wealth Management | 0.02% | Reduce -47.7% | 7,961 | $799K |
| Strategy Asset Managers LLC | 0.12% | Reduce -13.1% | 7,940 | $797K |
| Retirement Management Systems Inc. | 0.16% | Reduce -1.6% | 7,854 | $788K |
| Conrad Siegel Investment Advisors, Inc. | 0.13% | Reduce -79.5% | 7,765 | $779K |
| Signature Estate & Investment Advisors LLC | 0.01% | Reduce -6.5% | 7,642 | $767K |
| MCF Advisors LLC | 0.03% | Add +193.9% | 7,545 | $757K |
| TFB Advisors LLC | 0.33% | Add +6.3% | 7,516 | $754K |
| Yukon Wealth Management, Inc. | 0.21% | Add +20.2% | 7,445 | $747K |
| Aspire Private Capital, LLC | 0.15% | Reduce -25.0% | 7,271 | $730K |
| W Advisors, LLC | 0.33% | Reduce -29.1% | 7,267 | $729K |
| Balefire, LLC | 0.12% | Add +110.5% | 7,174 | $720K |
| Chatterton & Associates Inc. | 0.42% | Add +8.2% | 7,174 | $707K |
| Kovack Advisors, Inc. | 0.03% | Add +21.9% | 6,966 | $696K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 6,915 | $694K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -32.6% | 6,897 | $692K |
| Fairvoy Private Wealth, LLC | 0.14% | Add +39.1% | 6,794 | $682K |
| Two Sigma Securities, LLC | 0.06% | New | 6,788 | $681K |
| ASL Financial, LLC | 0.47% | Reduce -2.2% | 6,681 | $670K |
| Regatta Capital Group, LLC | 0.09% | Reduce -7.2% | 6,676 | $670K |
| JPL Wealth Management, LLC | 0.13% | Add +716.7% | 6,656 | $668K |
| Western Wealth Management, LLC | 0.02% | Add +3.4% | 6,621 | $664K |
| Waystone Advisors LLC | 0.49% | Add +4.7% | 6,544 | $657K |
| BOS Asset Management, LLC | 0.15% | Reduce -40.9% | 6,507 | $653K |
| Richmond Investment Services, LLC | 0.21% | Reduce -76.8% | 6,495 | $652K |
| RHS Financial, LLC | 0.26% | Add +24.8% | 6,340 | $636K |
| Camarda Financial Advisors, LLC | 0.19% | Add +6.8% | 6,331 | $635K |
| Laurel Oak Wealth Management, LLC | 0.09% | Reduce -22.3% | 6,303 | $632K |
| Triad Wealth Partners, LLC | 0.04% | Reduce -95.6% | 6,488 | $626K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -6.9% | 6,131 | $615K |
| Alteri Wealth LLC | 0.17% | Add +4.7% | 6,067 | $609K |
| Keybank National Association | 0.00% | Reduce -6.1% | 6,055 | $608K |
| Private Trust Co. NA | 0.05% | Reduce -33.3% | 6,027 | $605K |
| Avantra Family Wealth, Inc. | 0.38% | Reduce -6.7% | 5,990 | $601K |
| Firethorn Wealth Partners, LLC | 0.19% | Reduce -35.9% | 5,990 | $601K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -24.9% | 5,946 | $597K |
| Shelter Mutual Insurance Co | 0.12% | No change | 5,868 | $589K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -29.3% | 5,804 | $582K |
| Blalock Williams, LLC | 0.38% | Reduce -19.6% | 5,791 | $581K |
| Gilliland Jeter Wealth Management LLC | 0.15% | Add +22.6% | 5,724 | $574K |
| Argent Trust Co | 0.02% | Reduce -14.0% | 5,709 | $573K |
| Sanchez Gaunt Capital Management, LLC | 0.32% | Add +3.8% | 5,677 | $570K |
| Cary Street Partners Investment Advisory LLC | 0.11% | Reduce -19.2% | 5,648 | $567K |
| TD Private Client Wealth LLC | 0.01% | Add +0.0% | 5,611 | $563K |
| City Center Advisors, LLC | 0.45% | Add +12.3% | 5,564 | $558K |
| Nuveen, LLC | 0.00% | New | 5,557 | $558K |
| Plancorp, LLC | 0.01% | New | 5,659 | $555K |
| Alta Wealth Advisors LLC | 0.15% | Add +6.1% | 5,487 | $551K |
| Core Wealth Partners LLC | 0.23% | Add +1.8% | 5,422 | $544K |
| GLOBALT Investments LLC / GA | 0.02% | Reduce -4.9% | 5,387 | $541K |
| Arwa LLC | 0.22% | Reduce -11.8% | 5,445 | $536K |
| Betterment LLC | 0.00% | Add +3.7% | 5,345 | $536K |
| GTS Securities LLC | 0.01% | New | 5,318 | $534K |
| Keystone Financial Group | 0.03% | Add +99.3% | 5,257 | $528K |
| Eastern Bank | 0.01% | Reduce -6.0% | 5,131 | $515K |
| Madson Wealth Advisors Inc | 0.35% | Reduce -30.2% | 5,094 | $511K |
| Parallel Advisors, LLC | 0.01% | Reduce -11.4% | 5,050 | $507K |
| EFG International AG | 0.01% | Reduce -10.7% | 5,042 | $506K |
| Inspire Advisors, LLC | 0.03% | Reduce -6.4% | 4,949 | $496K |
| Mosley Wealth Management | 0.15% | Reduce -80.5% | 4,760 | $478K |
| Blue Capital, Inc. | 0.30% | Add +6.6% | 4,726 | $474K |
| Exit Wealth Advisors, LLC. | 0.21% | Add +22.0% | 4,691 | $471K |
| W.H. Cornerstone Investments Inc. | 0.26% | New | 4,616 | $463K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -9.2% | 4,549 | $456K |
| Hilltop Holdings Inc. | 0.04% | Reduce -5.4% | 4,540 | $456K |
| Legacy Wealth Partners, LLC | 0.10% | Reduce -10.6% | 4,526 | $454K |
| Waverly Advisors, LLC | 0.00% | Reduce -54.7% | 4,495 | $451K |
| Kane Co Wealth Management, Inc. | 0.34% | Add +43.1% | 4,465 | $448K |
| Confluence Wealth Services, Inc. | 0.01% | New | 4,461 | $448K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 4,427 | $444K |
| LiftPoint Family Wealth Advisors LLC | 0.30% | Reduce -36.7% | 4,412 | $443K |
| James Investment Research, Inc. | 0.04% | Add +79.8% | 4,410 | $443K |
| Financial Life Advisors | 0.13% | Reduce -82.8% | 4,395 | $441K |
| Nwam LLC | 0.02% | Add +6.3% | 4,386 | $440K |
| Continuum Advisory, LLC | 0.04% | Add +7.8% | 4,379 | $439K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -19.1% | 4,364 | $438K |
| Fiscal Wisdom Wealth Management, LLC | 0.37% | Reduce -2.1% | 4,308 | $432K |
| Cape Investment Advisory, Inc. | 0.12% | Reduce -9.4% | 4,308 | $432K |
| World Equity Group, Inc. | 0.10% | Reduce -18.6% | 4,298 | $431K |
| AQR Capital Management | 0.00% | Add +53.7% | 4,284 | $430K |
| Wedbush Securities Inc. | 0.01% | Reduce -14.4% | 4,276 | $429K |
| FMR LLC | 0.00% | Reduce -35.4% | 4,251 | $427K |
| Zenith Solutions, Inc. | 0.39% | — | 4,243 | $426K |
| Valtinson Bruner Financial Planning LLC | 0.11% | Reduce -14.9% | 4,241 | $426K |
| Montecito Bank & Trust | 0.06% | Add +32.7% | 4,199 | $421K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 4,110 | $412K |
| VestGen Investment Management | 0.22% | Reduce -22.1% | 4,109 | $412K |
| NorthRock Partners, LLC | 0.01% | Reduce -73.3% | 4,103 | $412K |
| Advisors Capital Management, LLC | 0.00% | Add +2.8% | 4,099 | $411K |
| Maripau Wealth Management LLC | 0.15% | Reduce -21.8% | 4,080 | $409K |
| Mayflower Financial Advisors, LLC | 0.03% | Reduce -54.2% | 3,982 | $400K |
| Northland Securities, Inc. | 0.23% | New | 3,927 | $394K |
| One Wealth Advisors, LLC | 0.04% | Reduce -88.2% | 3,917 | $393K |
| Summit Financial, LLC | 0.00% | Reduce -21.1% | 3,906 | $392K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -8.2% | 3,891 | $392K |
| Sound Income Strategies, LLC | 0.02% | Reduce -0.1% | 3,895 | $391K |
| Lifeworks Advisors, LLC | 0.04% | Reduce -10.5% | 3,880 | $389K |
| Whittier Trust Co. | 0.00% | No change | 3,884 | $387K |
| Northern Trust Corp. | 0.00% | Reduce -6.9% | 3,825 | $384K |
| Vantus Wealth LLC | 0.20% | — | 3,762 | $378K |
| PUREfi Wealth, LLC | 0.21% | Reduce -23.2% | 3,733 | $375K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | Reduce -0.2% | 3,691 | $370K |
| Johnson Bixby & Associates, LLC | 0.04% | Reduce -97.1% | 3,683 | $370K |
| Argyle Capital Partners, LLC | 0.23% | Reduce -46.9% | 3,680 | $369K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +10.7% | 3,637 | $365K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -19.4% | 3,579 | $359K |
| LongView Wealth Management | 0.09% | Reduce -27.5% | 3,537 | $355K |
| Empirical Asset Management, LLC | 0.08% | Add +5.2% | 3,528 | $354K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -62.3% | 3,511 | $352K |
| Lockerman Financial Group, Inc. | 0.54% | Add +3.1% | 3,504 | $352K |
| Caliber Wealth Management, LLC / KS | 0.03% | Reduce -27.5% | 3,498 | $351K |
| MMBG Investment Advisors Co. | 0.03% | No change | 3,488 | $350K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.02% | No change | 3,472 | $348K |
| Pinnacle Associates Ltd. | 0.00% | Reduce -1.5% | 3,472 | $348K |
| BridgePort Financial Solutions, LLC | 0.09% | Reduce -13.5% | 3,463 | $348K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 3,462 | $347K |
| Cary Street Partners Financial LLC | 0.01% | Add +1.9% | 3,453 | $347K |
| Silverlake Wealth Management LLC | 0.07% | Reduce -28.9% | 3,448 | $346K |
| CRA Financial Services, LLC | 0.04% | New | 3,443 | $346K |
| Xcelsior Advisor Partners LLC | 0.05% | New | 3,434 | $345K |
| Moors & Cabot, Inc. | 0.01% | Add +54.6% | 3,376 | $339K |
| Charles Schwab Trust Co | 0.02% | Add +3.7% | 3,345 | $336K |
| Talisman Wealth Advisors LLC | 0.25% | New | 3,284 | $330K |
| Spinnaker Investment Group, LLC | 0.05% | New | 3,219 | $323K |
| Flagship Harbor Advisors, LLC | 0.01% | Add +0.2% | 3,198 | $321K |
| Raleigh Capital Management Inc. | 0.10% | Reduce -6.7% | 3,134 | $314K |
| Lowe Brockenbrough & Co. Inc. | 0.01% | No change | 3,130 | $314K |
| Savant Capital, LLC | 0.00% | Reduce -48.4% | 3,131 | $314K |
| Ade, LLC | 0.13% | Add +12.1% | 3,129 | $314K |
| Strathmore Capital Advisors, Inc. | 0.08% | Reduce -9.4% | 3,210 | $314K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -15.5% | 3,127 | $314K |
| SVB Wealth LLC | 0.02% | Reduce -23.9% | 3,088 | $310K |
| StoneX Group Inc. | 0.01% | Add +5.3% | 3,079 | $309K |
| BAM Wealth Management, LLC | 0.19% | New | 3,057 | $307K |
| Legacy Edge Advisors, LLC | 0.03% | Reduce -43.9% | 3,038 | $305K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -38.8% | 3,037 | $305K |
| Midwest Professional Planners, LTD. | 0.06% | Add +10.4% | 3,028 | $304K |
| Frisch Financial Group, Inc. | 0.05% | Add +27.0% | 2,969 | $298K |
| GeoWealth Management, LLC | 0.01% | Reduce -22.3% | 2,944 | $295K |
| Semus Wealth Partners LLC | 0.14% | Reduce -11.5% | 2,940 | $295K |
| Patron Partners, LLC | 0.11% | Reduce -29.7% | 2,909 | $292K |
| Midwest Capital Advisors, LLC | 0.12% | Reduce -87.5% | 2,841 | $285K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -28.6% | 2,795 | $280K |
| Client 1ST Advisory Group, LLC | 0.08% | Reduce -6.6% | 2,785 | $279K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -10.1% | 2,727 | $274K |
| RCS Financial Planning, LLC | 0.13% | Reduce -16.1% | 2,702 | $271K |
| Brookwood Investment Group LLC | 0.03% | Add +10.0% | 2,695 | $270K |
| Stablepoint Partners, LLC | 0.04% | Add +1.2% | 2,659 | $267K |
| Steelhead Wealth Management LLC | 0.10% | Reduce -46.8% | 2,599 | $260K |
| Apeiron RIA LLC | 0.07% | Reduce -39.1% | 2,581 | $259K |
| Hutchens & Kramer Investment Management Group, LLC | 0.07% | Reduce -32.0% | 2,566 | $257K |
| One Day In July LLC | 0.02% | Reduce -9.0% | 2,532 | $254K |
| GWN Securities Inc. | 0.04% | Reduce -19.8% | 2,527 | $254K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -71.3% | 2,508 | $252K |
| Kickstand Ventures, Llc. | 0.05% | Reduce -25.8% | 2,484 | $249K |
| Resurgent Financial Advisors LLC | 0.07% | Reduce -41.9% | 2,461 | $247K |
| Asempa Wealth Advisors | 0.19% | Reduce -1.3% | 2,457 | $247K |
| Rossby Financial, LCC | 0.04% | Add +0.2% | 2,452 | $246K |
| Nations Financial Group Inc, /Ia/ | 0.01% | New | 2,450 | $246K |
| Curtis Wealth Management LLC | 0.21% | Reduce -58.4% | 2,415 | $242K |
| Wealthgarden F.S. LLC | 0.14% | Reduce -69.3% | 2,412 | $242K |
| Axim Planning & Wealth | 0.34% | Reduce -2.9% | 2,409 | $242K |
| Revisor Wealth Management LLC | 0.06% | New | 2,393 | $240K |
| Harbor Investment Advisory, LLC | 0.02% | Reduce -18.4% | 2,389 | $240K |
| XY Planning Network, Inc. | 0.03% | Reduce -7.4% | 2,386 | $239K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -4.2% | 2,372 | $238K |
| Cooper Financial Group | 0.02% | Reduce -25.3% | 2,344 | $235K |
| Wells Financial Advisors INC | 2.15% | Reduce -23.8% | 2,305 | $231K |
| Vantage Point Financial LLC | 0.07% | Reduce -28.3% | 2,298 | $231K |
| Advisory Solutions Group, LLC | 0.08% | — | 2,278 | $229K |
| Hengehold Capital Management LLC | 0.02% | Reduce -1.4% | 2,241 | $225K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -11.7% | 2,219 | $223K |
| D L Carlson Investment Group Inc. | 0.04% | No change | 2,215 | $222K |
| Quartz Partners, LLC | 0.07% | Reduce -27.6% | 2,212 | $222K |
| Coastal Bridge Advisors, LLC | 0.01% | Reduce -25.6% | 2,189 | $220K |
| Paladin Partners, LLC | 0.14% | Reduce -10.4% | 2,158 | $217K |
| Entelevest, LLC | 0.19% | Reduce -0.8% | 2,140 | $215K |
| Aegis Wealth Management, Inc. | 0.14% | Reduce -23.5% | 2,126 | $213K |
| Mosaic Family Wealth Partners, LLC | 0.01% | New | 2,100 | $211K |
| Sculati Wealth Management, LLC | 0.07% | New | 2,130 | $210K |
| Demars Financial Group, LLC | 0.06% | Reduce -6.4% | 2,093 | $210K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -96.2% | 2,078 | $209K |
| Cassilly Financial Group LLC | 0.15% | Reduce -28.0% | 2,076 | $208K |
| TSA Wealth Managment LLC | 0.06% | Reduce -71.7% | 2,048 | $206K |
| Tyche Wealth Partners LLC | 0.03% | Reduce -44.3% | 2,028 | $204K |
| Vicus Capital | 0.01% | New | 2,010 | $202K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -65.6% | 2,000 | $201K |
| BankPlus Wealth Management LLC | 0.09% | New | 2,000 | $201K |
| Independent Advisor Alliance | 0.00% | Reduce -91.9% | 1,998 | $200K |
| Pflug Koory, LLC | 0.07% | No change | 1,820 | $183K |
| Capital Investment Counsel, Inc | 0.02% | No change | 1,766 | $177K |
| National Bank of Canada | 0.00% | Add +20.7% | 1,763 | $177K |
| UMB Bank, n.a. | 0.00% | Reduce -7.4% | 1,509 | $151K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,496 | $150K |
| Allworth Financial LP | 0.00% | Add +92.3% | 1,494 | $150K |
| Parkside Financial Bank & Trust | 0.01% | Add +2.8% | 1,414 | $142K |
| Capital Advisor Network LLC | 0.18% | Reduce -13.1% | 1,399 | $140K |
| Centaurus Financial, Inc. | 0.01% | Add +12.4% | 1,353 | $136K |
| New Republic Capital, LLC | 0.03% | Reduce -19.5% | 1,312 | $132K |
| Blair William & Co. | 0.00% | Reduce -59.8% | 1,186 | $119K |
| International Assets Investment Management, LLC | 0.01% | Add +1.0% | 1,175 | $117K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -35.5% | 1,141 | $114K |
| Arlington Trust Co LLC | 0.01% | Reduce -1.4% | 1,134 | $114K |
| LifeSteps Financial, Inc. | 0.05% | New | 996 | $100K |
| Park Place Capital Corp | 0.02% | Reduce -9.7% | 983 | $99K |
| Islay Capital Management, LLC | 0.05% | New | 974 | $98K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -50.7% | 944 | $95K |
| Creative Financial Designs Inc. | 0.00% | Reduce -16.1% | 885 | $89K |
| First Horizon Corp. | 0.00% | Reduce -30.6% | 885 | $89K |
| Tidemark, LLC | 0.02% | Reduce -5.1% | 873 | $88K |
| Keating Financial Advisory Services, Inc. | 0.01% | Reduce -8.8% | 866 | $87K |
| West Paces Advisors Inc. | 0.01% | New | 850 | $85K |
| Tsfg, LLC | 0.01% | Reduce -9.4% | 829 | $83K |
| Asset Planning,Inc | 0.05% | Add +1.1% | 800 | $80K |
| Biltmore Family Office, LLC | 0.01% | No change | 785 | $79K |
| Ameriflex Group, Inc. | 0.03% | Add +9.5% | 729 | $73K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +21.3% | 644 | $65K |
| Oakworth Capital, Inc. | 0.00% | No change | 636 | $63K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -77.4% | 594 | $60K |
| Clean Yield Group | 0.01% | No change | 530 | $53K |
| Investors Portfolio Services LLC | 0.04% | No change | 495 | $50K |
| Signature Equity Partners, LLC | 0.02% | Reduce -20.7% | 474 | $48K |
| First Command Advisory Services, Inc. | 0.00% | No change | 450 | $45K |
| Advocate Investing Services LLC | 0.03% | Add +203.3% | 364 | $37K |
| Lloyd Advisory Services, LLC. | 0.01% | New | 346 | $35K |
| KERR FINANCIAL PLANNING Corp | 0.04% | No change | 344 | $35K |
| St Germain D J Co. Inc. | 0.00% | Add +242.0% | 342 | $34K |
| Larson Financial Group LLC | 0.00% | No change | 339 | $34K |
| Independence Bank of Kentucky | 0.00% | No change | 336 | $34K |
| Colonial Trust Co / SC | 0.00% | New | 313 | $32K |
| Fiduciary Financial Advisors | 0.00% | New | 301 | $30K |
| Qube Research & Technologies Ltd | 0.00% | Add +4.3% | 290 | $29K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 279 | $28K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 276 | $28K |
| Covestor Ltd | 0.01% | Reduce -7.5% | 261 | $26K |
| Financial Consulate, Inc. | 0.00% | No change | 246 | $25K |
| Rogco, LP | 0.01% | New | 234 | $23K |
| CENTRAL TRUST Co | 0.00% | New | 198 | $20K |
| Strive Financial Group ,LLC | 0.01% | Add +535.5% | 197 | $20K |
| Key Capital Management, INC | 0.01% | Reduce -9.9% | 192 | $19K |
| Nemes Rush Group LLC | 0.00% | No change | 187 | $19K |
| REAP Financial Group, LLC | 0.00% | Add +2.8% | 183 | $18K |
| Cordant, Inc. | 0.01% | New | 178 | $18K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.3% | 162 | $16K |
| Trust Co. of Vermont | 0.00% | — | 162 | $16K |
| ESL Trust Services, LLC | 0.00% | No change | 160 | $16K |
| SouthState Bank Corp | 0.00% | New | 155 | $16K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 141 | $14K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -23.1% | 143 | $14K |
| Archer Investment Corp | 0.00% | Add +380.0% | 120 | $12K |
| Axiom Investment Management LLC | 0.01% | No change | 117 | $12K |
| Investors Research Corp | 0.00% | No change | 117 | $12K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 116 | $12K |
| Trust Co. of Toledo NA | 0.00% | No change | 106 | $11K |
| Clearstead Advisors, LLC | 0.00% | New | 104 | $10K |
| Piscataqua Savings Bank | 0.01% | No change | 94 | $9K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 90 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -35.8% | 88 | $9K |
| Richard W. Paul & Associates, LLC | 0.00% | New | 81 | $8K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 80 | $8K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -52.8% | 68 | $7K |
| NFSG Corp | 0.00% | No change | 68 | $7K |
| Bravera Wealth | 0.00% | No change | 65 | $7K |
| Vanguard Advisers Inc. | 0.00% | Reduce -30.8% | 63 | $6K |
| Hilton Head Capital Partners, LLC | 0.00% | Reduce -39.6% | 61 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 60 | $6K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 58 | $6K |
| Evolution Wealth Management Inc. | 0.00% | Add +323.1% | 55 | $6K |
| NBT Bank, N.A. | 0.00% | Reduce -78.9% | 53 | $5K |
| Cordgrass Capital Advisors, LLC | 0.00% | No change | 50 | $5K |
| Kiker Wealth Management, LLC | 0.00% | New | 49 | $5K |
| Hughes Financial Services, LLC | 0.00% | Reduce -100.0% | 47 | $5K |
| NorthAvenue LLC | 0.00% | Add +2.2% | 46 | $5K |
| Asset Dedication, LLC | 0.00% | Add +2.2% | 46 | $5K |
| Sunrise Financial Services, LLC | 0.00% | New | 43 | $4K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 41 | $4K |
| Pittenger & Anderson Inc. | 0.00% | New | 40 | $4K |
| Horizon Investments, LLC | 0.00% | Reduce -66.7% | 40 | $4K |
| First Bancorp, Inc | 0.00% | New | 39 | $4K |
| Main Street Group, LTD | 0.00% | New | 39 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 39 | $4K |
| Ancora Advisors LLC | 0.00% | No change | 31 | $3K |
| Timbuktu Capital Management, LLC | 0.00% | — | 31 | $3K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 23 | $2K |
| Imprint Wealth LLC | 0.01% | No change | 22 | $2K |
| CGC Financial Services, LLC | 0.00% | No change | 19 | $2K |
| Tucker Asset Management LLC | 0.00% | No change | 18 | $2K |
| Atwood & Palmer Inc. | 0.00% | No change | 17 | $2K |
| Financial Gravity Companies, Inc. | 0.00% | — | 15 | $2K |
| Addison Advisors LLC | 0.00% | New | 10 | $1K |
| United Financial Planning Group LLC | 0.00% | No change | 10 | $1K |
| SYM FINANCIAL Corp | 0.00% | New | 10 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 7 | $702 |
| Clearstead Trust, LLC | 0.00% | No change | 5 | $502 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 5 | $502 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 5 | $502 |
| Dunhill Financial, LLC | 0.00% | No change | 3 | $301 |
| Graney & King, LLC | 0.00% | No change | 2 | $203 |
| Russell Investments Group, Ltd. | 0.00% | New | 2 | $201 |
| Lodestone Wealth Management LLC | 0.00% | No change | 1 | $114 |
"% 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.