Vanguard Int-Term CorporateVCITETF

13F holders, Q1 2024 (March 31)
1,048holders
6famous investors
$80.49avg. 13F price*

At the end of Q1 2024, 1,048 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings. The largest holders were Fisher Asset Management ($6.7B), JPMorgan Chase & Co. ($5.0B) and Bank of America Corp. ($4.8B). 6 famous investors held it, including Ken Fisher (3.1% of Fisher Asset Management's portfolio), David E. Shaw (0.6% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Vanguard Int-Term Corporate
CUSIP
92206C870
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions88$187.6M
Exits81$507.9M

Ownership 1,048 holders

Fisher Asset Management 3.12% Add +13.4% 82,840,685 $6.7B
JPMorgan Chase & Co. 0.45% Add +6.6% 62,648,363 $5.0B
Bank of America Corp. 0.48% Reduce -2.5% 59,905,796 $4.8B
Creative Planning 2.09% Add +3.0% 23,403,474 $1.9B
Japan Science & Technology Agency 17.14% Reduce -26.3% 17,144,000 $1.4B
Morgan Stanley 0.08% Add +1.5% 13,006,279 $1.0B
Prudential PLC 8.27% Add +100.1% 12,470,262 $1.0B
Goldman Sachs Group Inc. 0.20% Add +29.2% 11,743,844 $945.5M
Royal Bank of Canada 0.20% Reduce -2.4% 10,345,241 $832.9M
LPL Financial LLC 0.45% Reduce -3.5% 10,294,630 $828.8M
Wells Fargo & Company 0.17% Reduce -0.6% 7,992,800 $643.5M
Ameriprise Financial Inc. 0.17% Add +39.6% 7,835,699 $630.7M
Envestnet Asset Management Inc. 0.21% Add +54.2% 7,112,588 $572.6M
Charles Schwab Investment Management Inc. 0.11% Add +12.8% 6,019,726 $484.6M
Johns Hopkins University 18.46% Add +19.3% 5,882,900 $473.6M
D. E. Shaw & Co. 0.55% Add +230.5% 4,984,200 $401.3M
State of Tennessee, Department of Treasury 1.07% Add +2.8% 3,603,751 $290.1M
Nepc LLC 9.72% Add +74.0% 3,508,700 $282.5M
Vanguard Group Inc. 0.01% Add +9.2% 3,404,481 $274.1M
Manufacturers Life Insurance Company, The 0.21% Reduce -70.2% 2,854,660 $229.8M
UBS Group AG 0.07% Add +6.5% 2,700,821 $217.4M
Varma Mutual Pension Insurance Co 1.88% No change 2,700,000 $217.4M
Blue Trust, Inc. 2.91% Add +16.1% 2,569,853 $206.9M
Raymond James & Associates 0.11% Add +4.1% 1,976,754 $159.1M
Corient Private Wealth LP 0.28% Add +404.5% 1,931,086 $155.5M
Baird Financial Group, Inc. 0.31% Add +8.5% 1,845,028 $148.5M
First Interstate Bank 9.88% Add +5.2% 1,771,429 $142.6M
Bank of New York Mellon Corp 0.03% Add +87.1% 1,629,744 $131.2M
State Farm Mutual Automobile Insurance Co. 0.12% No change 1,612,000 $129.8M
Raymond James Financial Services Advisors, Inc. 0.18% Add +15.1% 1,478,768 $119.1M
Janney Montgomery Scott LLC 0.35% Reduce -1.9% 1,452,959 $117.0M
RiverFront Investment Group, LLC 3.19% Add +3.1% 1,406,331 $113.2M
Commonwealth Equity Services, LLC 0.18% Add +10.1% 1,360,703 $109.5M
Great Valley Advisor Group, Inc. 3.22% Add +2.9% 1,317,069 $106.0M
Assetmark, Inc. 0.33% Add +4.2% 1,254,554 $101.0M
Members Trust Co 2.97% Reduce -36.3% 1,237,732 $99.6M
Harel Insurance Investments & Financial Services Ltd. 1.90% Add +289821.8% 1,220,571 $98.3M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.84% Add +1.4% 1,138,218 $91.6M
Aozora Bank, LTD. 93.07% No change 1,090,000 $87.8M
Facet Wealth, Inc. 2.73% Add +13.6% 1,021,483 $81.1M
American Family Insurance Mutual Holding Co 6.76% Reduce -8.0% 977,000 $78.7M
Truist Financial Corp. 0.12% Reduce -21.6% 970,892 $78.2M
Mitsubishi UFJ Asset Management Co., Ltd. 0.10% Reduce -1.3% 923,200 $73.5M
Liberty Mutual Group Asset Management Inc. 20.42% No change 890,000 $71.7M
PNC Financial Services Group, Inc. 0.05% Add +4.3% 883,989 $71.2M
Strategic Financial Services, Inc. 4.47% Add +5.1% 860,071 $69.2M
Rebalance, LLC 5.59% Add +1.2% 845,251 $68.1M
Equitable Holdings, Inc. 0.76% Add +7.9% 834,666 $67.2M
WestEnd Advisors, LLC 1.61% Reduce -5.2% 771,282 $62.1M
1832 Asset Management L.P. 0.11% Add +0.7% 768,981 $61.9M
Capital Advantage, Inc. 12.26% Add +2.2% 762,912 $60.4M
Jane Street Group, LLC 0.08% New 735,588 $59.2M
Townsquare Capital LLC 0.86% Add +7.2% 727,099 $58.5M
Citigroup Inc. 0.06% Add +11.6% 719,211 $57.9M
HighTower Advisors, LLC 0.09% Reduce -22.3% 708,787 $57.0M
Keybank National Association 0.22% Reduce -0.4% 670,761 $54.0M
Sequoia Financial Advisors, LLC 0.67% Add +83.7% 664,162 $53.5M
BNP Paribas Financial Markets 0.07% Add +40.6% 663,574 $53.4M
Patriot Investment Management Group, Inc. 4.18% Add +2.1% 655,771 $52.8M
Bartlett & Co. Wealth Management LLC 0.78% Add +4.5% 626,433 $50.4M
Cape Cod Five Cents Savings Bank 4.78% Add +7.2% 616,328 $49.6M
BlackRock Inc. 0.00% Reduce -0.1% 612,188 $49.3M
Benjamin F. Edwards & Company, Inc. 0.87% Add +22.7% 596,078 $48.0M
American Century Companies Inc. 0.03% Add +7.5% 586,700 $47.2M
Bank of Montreal 0.01% Add +43.5% 573,120 $46.2M
Cetera Investment Advisers 0.11% Add +314.9% 561,508 $45.2M
Ratio Wealth Group 8.30% Add +19.3% 553,759 $44.6M
Janus Henderson Group PLC 0.02% Add +41.1% 550,181 $44.3M
Brandywine Oak Private Wealth LLC 4.42% Add +1.8% 525,150 $42.3M
Dodds Wealth, LLC 17.02% Add +18.9% 520,088 $41.9M
Thrivent Financial for Lutherans 0.08% Reduce -34.2% 511,535 $41.2M
Osaic Holdings, Inc. 0.09% Reduce -0.8% 507,163 $40.8M
Lebenthal Global Advisors, LLC 8.89% Add +36.1% 496,153 $39.9M
Southern Farm Bureau Life Insurance 6.49% No change 487,736 $39.2M
Davidson Capital Management Inc. 12.62% Add +27.5% 486,718 $39.2M
Evergreen Advisors, LLC 11.72% Add +6.2% 476,509 $38.4M
CBIZ Investment Advisory Services, LLC 2.58% Add +6.0% 461,542 $37.2M
Focus Partners Wealth 0.30% Add +64.3% 453,659 $36.5M
Legacy Edge Advisors, LLC 7.59% Add +38.2% 452,365 $36.4M
Principal Financial Group Inc. 0.02% Add +5.0% 441,613 $35.6M
Busey Bank 1.26% Reduce -1.5% 441,052 $35.5M
Stifel Financial Corp. 0.04% Reduce -0.5% 440,840 $35.5M
Fiducient Advisors LLC 6.88% Add +19.8% 431,957 $34.8M
Scotia Capital Inc. 0.21% Add +16.1% 431,930 $34.8M
Hilton Capital Management, LLC 3.08% Add +49.5% 425,967 $34.3M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -0.7% 408,166 $32.9M
DecisionPoint Financial, LLC 13.04% Add +3.3% 417,756 $32.8M
Rockefeller Capital Management L.P. 0.09% Add +187.6% 400,398 $32.2M
MilWealth Group LLC 10.20% Add +2.4% 397,405 $32.0M
Greenleaf Trust 0.29% Add +22.4% 389,447 $31.4M
Bishop & Co Investment Management, LLC 12.96% Add +3.7% 388,836 $31.3M
Cypress Financial Planning LLC 14.30% Add +32.4% 387,773 $31.2M
Mitsubishi UFJ Trust & Banking Corp 0.07% No change 385,230 $31.0M
Hudock, Inc. 6.80% Reduce -0.9% 383,574 $30.9M
Citadel Advisors 0.03% Add +295.8% 378,530 $30.5M
Composition Wealth, LLC 0.76% Reduce -58.4% 377,214 $30.4M
Hanson & Doremus Investment Management 5.16% Add +9.2% 372,226 $30.0M
Howe & Rusling Inc. 2.83% Add +8.8% 366,923 $29.5M
Bessemer Group Inc. 0.05% Reduce -30.0% 365,522 $29.4M
National Bank of Canada 0.05% Add +732.0% 369,394 $29.2M
1834 Investment Advisors Co. 3.44% Add +6.0% 359,658 $29.0M
Steele Capital Management, Inc. 1.66% Add +5.6% 359,180 $28.9M
Essex LLC 6.59% Add +43.5% 355,202 $28.6M
Smith Anglin Financial, LLC 2.93% Add +14.1% 352,819 $28.4M
Advisory Alpha, LLC 1.16% Add +282.1% 350,241 $28.2M
Financial Advisory Partners, LLC 10.59% Add +5.1% 340,281 $27.4M
Marion Wealth Management 8.07% Add +22.4% 335,918 $27.0M
Focused Wealth Management, Inc 4.19% Add +5.8% 333,110 $26.8M
Badgley Phelps Wealth Managers, LLC 0.67% Add +0.1% 330,936 $26.6M
Waverly Advisors, LLC 0.62% Add +44.1% 324,986 $26.2M
Penserra Capital Management LLC 0.33% New 323,099 $26.0M
Capital Advisors Wealth Management, LLC 5.34% Reduce -2.1% 319,479 $25.7M
Nisa Investment Advisors, LLC 0.17% Add +74.9% 318,779 $25.7M
Mariner, LLC 0.05% Reduce -3.2% 315,127 $25.4M
Alliancebernstein L.P. 0.01% Add +2.5% 305,815 $24.6M
Cambridge Investment Research Advisors, Inc. 0.09% Add +44.3% 303,652 $24.4M
Victory Capital Management Inc. 0.02% Reduce -3.4% 279,558 $22.5M
Berkeley Capital Partners, LLC 6.83% Add +7.1% 278,402 $22.4M
CWA Asset Management Group, LLC 1.36% Add +258.5% 278,367 $22.4M
Old National Bancorp 0.53% Add +11.7% 278,163 $22.4M
Rehmann Capital Advisory Group 1.65% Add +7.1% 274,642 $22.1M
American Financial Advisors, LLC 3.06% Add +4.7% 269,625 $21.7M
Advisors Capital Management, LLC 0.40% Add +8.1% 269,171 $21.7M
Meridian Management Co. 5.79% Reduce -0.1% 263,466 $21.2M
Iron Gate Global Advisors LLC 3.83% Add +11.3% 265,073 $21.1M
Mercer Global Advisors Inc. 0.06% Add +14.1% 260,965 $21.0M
First Pacific Financial 5.83% Add +5.4% 259,406 $20.9M
Iron Horse Wealth Management, LLC 7.95% Add +8.5% 249,668 $20.1M
Divergent Planning, LLC 8.49% Add +5.5% 252,162 $20.1M
MML Investors Services, LLC 0.08% Add +13.8% 248,995 $20.0M
Stonebridge Capital Advisors LLC 1.79% Add +62.6% 247,195 $19.9M
Rakuten Investment Management, Inc. 0.15% Reduce -28.3% 247,167 $19.9M
Venturi Wealth Management, LLC 1.26% Add +2.0% 243,969 $19.6M
Quaker Wealth Management, LLC 7.92% Add +1.8% 241,763 $19.5M
Towerpoint Wealth, LLC 9.45% Add +3.9% 233,568 $18.8M
Full Sail Capital, LLC 1.29% Add +8.3% 229,975 $18.5M
25 LLC 8.94% Reduce -1.4% 227,025 $18.3M
NewEdge Wealth, LLC 0.41% Reduce -2.0% 231,559 $18.2M
Parallel Advisors, LLC 0.49% Add +2.1% 225,573 $18.2M
Integrated Wealth Concepts LLC 0.26% Reduce -8.6% 225,412 $18.1M
Allen Investment Management, LLC 0.23% Add +12.1% 224,412 $18.1M
Winch Advisory Services, LLC 5.40% Add +102.9% 219,642 $17.7M
RKL Wealth Management LLC 1.74% Reduce -7.0% 218,736 $17.6M
St Germain D J Co. Inc. 0.85% Reduce -4.8% 216,482 $17.4M
Envestnet Portfolio Solutions, Inc. 0.06% Add +262.8% 212,219 $17.1M
NewEdge Advisors, LLC 0.15% Add +5.6% 211,318 $17.0M
Phillips Financial Management, LLC 1.38% Add +2.7% 209,026 $16.8M
Vise Technologies, Inc. 3.06% Add +10.5% 193,204 $15.6M
Bragg Financial Advisors, Inc 0.69% Reduce -0.8% 191,778 $15.4M
Northwestern Mutual Wealth Management Co. 0.02% Reduce -29.2% 191,515 $15.4M
Exencial Wealth Advisors, LLC 0.57% Add +89.0% 189,536 $15.3M
Squarepoint Ops LLC 0.06% Reduce -9.3% 188,851 $15.2M
Steward Partners Investment Advisory, LLC 0.17% Reduce -0.5% 188,647 $15.2M
Susquehanna International Group, LLP 0.02% Reduce -83.4% 188,224 $15.2M
Financial Freedom, LLC 8.80% Reduce -1.5% 184,454 $14.9M
Wealthfront Advisers LLC 0.05% Reduce -2.1% 183,961 $14.8M
TAGStone Capital, Inc. 8.67% Add +6.3% 183,894 $14.8M
United Services Automobile Association 0.36% Reduce -23.8% 182,280 $14.7M
Newton One Investments LLC 6.34% Add +1.6% 179,068 $14.4M
Flputnam Investment Management Co. 0.31% Add +14.9% 178,273 $14.4M
Arista Wealth Management, LLC 10.92% Reduce -56.5% 177,662 $14.3M
Qube Research & Technologies Ltd 0.03% Add +1166.7% 176,666 $14.2M
Comerica Bank 0.06% Add +35.8% 175,276 $14.1M
TD Private Client Wealth LLC 0.46% Add +56.0% 173,327 $14.0M
Alpha Cubed Investments, LLC 0.72% Add +9.3% 172,008 $13.8M
GDS Wealth Management 1.62% Add +3281.7% 171,961 $13.8M
M Holdings Securities, Inc. 2.32% Add +1.8% 171,226 $13.8M
White Lighthouse Investment Management Inc. 2.78% Add +11.9% 170,055 $13.7M
Rosenberg Matthew Hamilton 3.93% Add +27.5% 170,748 $13.6M
Avior Wealth Management, LLC 0.62% Add +19.6% 166,896 $13.4M
WESCAP Management Group, Inc. 3.86% Add +120.9% 165,536 $13.3M
Market Street Wealth Management Advisors LLC 2.31% Add +4.0% 163,210 $13.1M
Park Avenue Securities LLC 0.17% Add +5.8% 162,529 $13.1M
Global Wealth Management Investment Advisory, Inc. 3.10% Add +4.1% 157,287 $12.7M
Modera Wealth Management, LLC 0.19% Add +1.6% 155,782 $12.5M
Pacific Wealth Management 7.11% No change 153,363 $12.5M
Wooster Corthell Wealth Management, Inc. 2.85% Add +2.8% 154,625 $12.4M
Alaethes Wealth, LLC 5.40% Add +2.9% 153,594 $12.4M
Ameritas Investment Partners, Inc. 0.42% Add +9.3% 152,971 $12.3M
Financial Futures Ltd Liability Co. 8.16% Add +28.6% 152,883 $12.3M
Merit Financial Group, LLC 0.29% Add +53.3% 152,561 $12.1M
Cordant, Inc. 7.00% Add +1.2% 149,957 $12.1M
First National Trust Co 0.49% Add +17.5% 149,638 $12.0M
Orion Porfolio Solutions, LLC 0.13% Add +17.1% 149,132 $12.0M
Orion Portfolio Solutions, LLC 0.13% Add +17.1% 149,132 $12.0M
Principal Securities, Inc. 0.37% Add +502.9% 147,389 $11.9M
SMI Advisory Services, LLC 3.22% New 143,773 $11.5M
Fermata Advisors, LLC 2.57% Add +20.9% 141,540 $11.4M
Atria Wealth Solutions, Inc. 0.13% Add +16.7% 141,494 $11.4M
Oakwell Private Wealth Management, LLC 3.46% Add +12.1% 141,483 $11.4M
Global Retirement Partners, LLC 0.42% Add +29.2% 141,414 $11.4M
Trek Financial, LLC 0.89% Reduce -13.4% 140,275 $11.3M
Raymond James Trust N.A. 0.27% Add +20.7% 140,155 $11.3M
Roundview Capital LLC 0.91% Add +35.6% 138,585 $11.2M
NorthCrest Asset Manangement, LLC 0.38% Reduce -0.2% 138,220 $11.1M
Charles Schwab Investment Advisory, Inc. 0.02% Reduce -9.6% 137,336 $11.1M
Petix & Botte Co 2.69% Reduce -38.4% 134,320 $10.8M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -6.1% 131,983 $10.6M
LPF Advisors LLC 10.58% Add +1.8% 131,160 $10.6M
Galvin, Gaustad & Stein, LLC 0.98% Reduce -7.2% 130,058 $10.5M
Apella Capital, LLC 0.52% Reduce -1.8% 129,967 $10.4M
Invesco Ltd. 0.00% Add +57.5% 126,927 $10.2M
Checchi Capital Advisers, LLC 0.80% Add +11.4% 126,662 $10.2M
JT Stratford LLC 2.02% Add +6.3% 125,589 $10.1M
Executive Wealth Group LLC 2.06% Add +200.2% 122,947 $9.9M
Equita Financial Network, Inc. 4.39% Add +65.0% 121,355 $9.8M
Cantor Fitzgerald Investment Advisors L.P. 0.72% Reduce -0.8% 121,002 $9.7M
Hall Capital Management Co. Inc. 4.81% New 121,001 $9.7M
Guggenheim Capital LLC 0.07% Add +9.4% 120,948 $9.7M
Cornerstone Wealth Management, LLC 0.77% Add +2.4% 118,340 $9.5M
Private Advisor Group, LLC 0.07% Reduce -9.6% 117,323 $9.4M
West Financial Advisors, LLC 2.01% Add +4.6% 116,276 $9.4M
NYL Investors LLC 0.34% Reduce -1.8% 116,200 $9.4M
Coyle Financial Counsel LLC 3.35% Add +3.0% 116,197 $9.4M
Peak Financial Management, Inc. 2.95% Add +2.8% 115,640 $9.3M
Cresset Asset Management, LLC 0.05% Add +106.8% 115,114 $9.3M
Prudential Financial Inc. 0.01% Add +38.4% 115,050 $9.3M
Fortis Capital Management LLC 2.43% Reduce -0.8% 115,047 $9.3M
Prevail Innovative Wealth Advisors, LLC 3.36% New 112,352 $9.0M
Latigo Investments, LLC 4.55% Add +0.5% 110,214 $8.9M
PFG Advisors 0.64% Add +5.5% 109,450 $8.8M
Whittier Trust Co. 0.13% Reduce -19.3% 109,041 $8.8M
Fagan Associates, Inc. 1.63% Add +0.1% 108,195 $8.7M
Cambridge Advisors Inc. 2.04% Add +1.4% 107,413 $8.6M
MassMutual Private Wealth & Trust, FSB 0.27% Add +1.5% 106,674 $8.6M
Curbstone Financial Management Corp 1.81% Add +2.9% 103,934 $8.4M
US Financial Advisors, LLC 2.90% Add +4.2% 103,870 $8.4M
Sigma Investment Counselors Inc. 0.54% Reduce -5.8% 103,697 $8.3M
Whittier Trust Co. of Nevada Inc. 0.24% Add +1.7% 103,487 $8.3M
Winthrop Capital Management, LLC 3.83% Add +3.1% 103,308 $8.3M
CMH Wealth Management LLC 2.10% Add +6.1% 102,757 $8.3M
Meeder Advisory Services, Inc. 0.84% Add +7.8% 102,153 $8.2M
Allworth Financial LP 0.06% Reduce -7.1% 101,193 $8.1M
Holland Advisory Services, Inc. 8.90% Reduce -19.0% 100,854 $8.1M
FLC Capital Advisors 2.04% Add +0.7% 100,319 $8.1M
Y.D. More Investments Ltd 1.41% Reduce -0.3% 98,685 $7.9M
Seaside Wealth Management, Inc. 3.35% Add +3.5% 97,561 $7.9M
Financial Advocates Investment Management 0.46% Add +6.9% 97,557 $7.9M
Diversify Advisory Services, LLC 0.46% — 98,014 $7.8M
Soundmark Wealth Management, LLC 3.39% Reduce -4.9% 94,935 $7.6M
NorthCoast Asset Management LLC 0.10% Add +38.1% 93,918 $7.6M
AQR Capital Management 0.01% New 92,381 $7.4M
Pioneer Wealth Management Group 4.23% Add +0.1% 91,976 $7.4M
Integrated Advisors Network LLC 0.38% Add +29.3% 91,358 $7.4M
Anchor Capital Advisors LLC 0.19% Add +0.3% 91,330 $7.4M
Covington Investment Advisors Inc. 1.20% Add +23.7% 91,191 $7.3M
Power Wealth Management LLC 4.58% Add +67.1% 90,719 $7.3M
Deutsche Bank AG 0.00% Reduce -4.0% 90,267 $7.3M
Capitolis Liquid Global Markets LLC 0.12% Reduce -71.4% 90,000 $7.2M
Financial Management Network Inc. 1.82% Add +68.3% 90,328 $7.2M
Luminvest Wealth Management LLC 4.52% Add +26.5% 87,690 $7.2M
Hurlow Wealth Management Group, Inc. 2.53% Add +6.6% 89,121 $7.2M
Greenwood Gearhart LLC 0.69% Reduce -0.5% 88,308 $7.1M
Family CFO Inc 4.38% Reduce -1.2% 87,784 $7.1M
Kestra Advisory Services, LLC 0.05% Add +119.8% 87,552 $7.0M
Country Trust Bank 0.18% No change 86,500 $7.0M
DAVENPORT & Co LLC 0.04% Add +2.6% 85,468 $6.9M
Captrust Financial Advisors 0.03% Add +28.9% 84,429 $6.8M
CENTRAL TRUST Co 0.17% Add +1.6% 83,948 $6.8M
Dynamic Advisor Solutions LLC 0.22% Reduce -1.0% 82,065 $6.6M
Lauer Wealth, LLC 5.72% Reduce -4.4% 83,668 $6.6M
Evergreen Capital Management LLC 0.25% Add +4.7% 81,516 $6.6M
Stratos Wealth Advisors, LLC 0.39% Reduce -17.3% 81,274 $6.5M
Northland Capital Management LLC 4.54% Add +0.1% 80,578 $6.5M
Sowell Financial Services LLC 0.31% Add +487.0% 80,390 $6.5M
Matrix Trust Co 1.43% Reduce -1.1% 78,547 $6.3M
First American Trust, FSB 0.66% New 78,460 $6.3M
Balyasny Asset Management L.P. 0.02% Reduce -81.0% 78,457 $6.3M
Erickson Financial Group, LLC 4.92% Add +0.4% 77,987 $6.3M
Perigon Wealth Management, LLC 0.19% Reduce -5.8% 77,844 $6.3M
Concurrent Investment Advisors, LLC 0.25% Add +29.5% 76,485 $6.2M
Osborne Partners Capital Management, LLC 0.38% Add +0.3% 76,444 $6.2M
Stephens Inc. 0.09% Add +25.4% 75,629 $6.1M
Van Strum & Towne Inc. 2.20% Add +1.3% 74,958 $6.0M
Rooted Wealth Advisors, Inc. 2.93% Add +2.5% 74,786 $6.0M
Farther Finance Advisors, LLC 0.36% Reduce -6.8% 74,383 $5.9M
Kestra Private Wealth Services, LLC 0.13% Add +79.4% 73,549 $5.9M
Yoder Wealth Management, Inc. 3.85% Reduce -1.3% 73,350 $5.9M
Headinvest, LLC 1.14% Add +26.3% 72,612 $5.8M
Revisor Wealth Management LLC 2.56% Add +56.6% 69,933 $5.7M
Stone Summit Wealth LLC 1.94% Add +29.1% 69,280 $5.6M
Pathstone Holdings, LLC 0.03% Add +5.0% 68,464 $5.5M
Telos Capital Management, Inc. 0.62% Add +1.6% 68,102 $5.5M
Conscious Wealth Investments, LLC 4.15% Add +0.2% 70,068 $5.5M
Naviter Wealth, LLC 0.89% Reduce -5.2% 67,402 $5.4M
Parkside Advisors LLC 1.40% Add +2.8% 67,387 $5.4M
Capasso Planning Partners LLC 2.22% Add +2.0% 66,544 $5.4M
Pension & Wealth Management Advisors, Inc. 3.52% Add +5.5% 66,533 $5.4M
Oppenheimer & Co. Inc. 0.09% Add +5.4% 65,539 $5.3M
Avantax Advisory Services, Inc. 0.05% Add +47.2% 65,295 $5.3M
Gibbs Wealth Management 3.01% — 65,006 $5.2M
Belpointe Asset Management LLC 0.39% Add +267.6% 64,057 $5.2M
Virtue Capital Management, LLC 0.92% Reduce -1.1% 64,916 $5.1M
SevenBridge Financial Group, LLC 1.15% Reduce -10.7% 63,921 $5.1M
Powers Advisory Group, LLC 2.86% Add +11.2% 62,101 $5.0M
Morton Brown Family Wealth, LLC 2.06% Add +42.6% 62,039 $5.0M
SWAN Capital LLC 2.83% Reduce -0.2% 61,820 $5.0M
Mma Asset Management LLC 2.34% Add +6.4% 62,742 $5.0M
Compagnie Lombard Odier SCmA 0.09% No change 60,985 $4.9M
Adams Wealth Management 1.19% Add +29.6% 60,652 $4.9M
Atria Investments, Inc 0.07% Add +1.2% 60,195 $4.8M
Monument Capital Management 1.38% Add +43.0% 59,472 $4.8M
Sage Rhino Capital LLC 1.12% Add +20.0% 58,907 $4.7M
Jones Financial Companies LLLP 0.01% Add +26.1% 58,713 $4.7M
Juncture Wealth Strategies, LLC 2.02% Add +8.5% 58,262 $4.7M
Pinnacle Financial Partners Inc 0.10% Add +81.8% 57,605 $4.6M
O'ROURKE & COMPANY, Inc 2.67% Add +4.8% 57,224 $4.6M
Wellington Management Group LLP 0.00% New 56,900 $4.6M
Cerity Partners LLC 0.01% Add +27.5% 56,987 $4.6M
Sheets Smith Wealth Management 0.51% Add +8.7% 56,759 $4.6M
Auour Investments LLC 1.68% Add +3.5% 56,450 $4.5M
Charles Schwab Trust Co 0.43% Reduce -9.5% 56,138 $4.5M
InterOcean Capital Group, LLC 0.11% New 55,962 $4.5M
W.H. Cornerstone Investments Inc. 3.24% Add +78.8% 55,843 $4.5M
Cascade Financial Partners, LLC 0.64% — 56,430 $4.4M
Relative Value Partners Group, LLC 0.28% Reduce -4.8% 54,032 $4.4M
American Trust 0.36% Reduce -80.9% 53,637 $4.3M
Palouse Capital Management, Inc. 2.82% Reduce -2.0% 52,974 $4.3M
Rathbones Group PLC 0.02% Reduce -0.6% 52,642 $4.2M
KMG Fiduciary Partners, LLC 0.44% Add +9.6% 52,347 $4.2M
J.W. Cole Advisors, Inc. 0.21% Reduce -0.1% 52,200 $4.2M
Partners in Financial Planning 0.93% Add +46.4% 51,676 $4.2M
Farrell Financial LLC 3.39% Add +14.9% 51,440 $4.1M
Ami Investment Management Inc. 1.49% Reduce -0.7% 51,102 $4.1M
Mgo One Seven LLC 0.21% Reduce -3.2% 51,008 $4.1M
XML Financial, LLC 0.41% New 50,078 $4.0M
Summit Financial, LLC 0.24% Add +87.6% 49,525 $4.0M
Benjamin Edwards Inc. 0.78% Add +22.6% 48,494 $3.9M
Bull Street Advisors, LLC 1.87% No change 48,480 $3.9M
Arvest Investments, Inc. 0.62% Add +26.6% 48,364 $3.9M
Norway Savings Bank 1.62% Reduce -29.7% 48,217 $3.9M
Allspring Global Investments Holdings, LLC 0.01% No change 47,561 $3.8M
Visionary Wealth Advisors 0.26% Add +5.2% 47,186 $3.8M
MBE Wealth Management, LLC 2.33% No change 46,811 $3.8M
BIP Wealth, LLC 0.28% Reduce -4.0% 46,793 $3.8M
Breakwater Capital Group 0.95% Reduce -9.3% 46,722 $3.8M
Sigma Planning Corp 0.12% Add +460.7% 46,687 $3.8M
Daiwa Securities Group Inc. 0.02% Add +1.1% 46,550 $3.7M
Sumitomo Mitsui Financial Group, Inc. 0.12% Reduce -9.4% 46,263 $3.7M
Stelac Advisory Services LLC 1.74% Add +91.4% 46,111 $3.7M
Wunderlich Capital Managemnt 1.67% Reduce -7.0% 46,027 $3.7M
Pictet North America Advisors SA 0.41% Reduce -66.1% 45,660 $3.7M
United Capital Financial Advisors, LLC 0.03% Reduce -5.6% 45,630 $3.7M
OneDigital Investment Advisors LLC 0.06% Add +30.8% 44,852 $3.6M
Transcendent Capital Group LLC 2.08% Add +9.2% 44,475 $3.6M
Bay Rivers Group 1.96% Add +4.0% 44,284 $3.6M
Montag A & Associates Inc. 0.18% Reduce -12.6% 44,152 $3.6M
Crabel Capital Management, LLC 3.05% Reduce -49.4% 43,486 $3.5M
Strategic Financial Partners, Ltd. 1.93% Reduce -20.0% 43,217 $3.5M
Websterrogers Financial Advisors, LLC 1.24% New 43,139 $3.5M
Annapolis Financial Services, LLC 1.14% Add +2.0% 43,030 $3.5M
Pinebridge Investments, L.P. 0.03% Reduce -41.3% 42,895 $3.5M
Farmers & Merchants Trust Co of Chambersburg PA 1.41% New 42,773 $3.4M
Cypress Wealth Services, LLC 0.78% Reduce -1.5% 41,503 $3.3M
Lowe Brockenbrough & Co. Inc. 0.22% Add +69.2% 40,925 $3.3M
Betterment LLC 0.01% Reduce -0.7% 40,914 $3.3M
BetterWealth, LLC 1.07% Add +3.6% 40,824 $3.3M
Viawealth, LLC 2.01% Add +9.7% 39,987 $3.2M
Florida Trust Wealth Management Co 0.11% Add +763.5% 39,894 $3.2M
Sykon Capital LLC 1.15% Reduce -12.4% 39,391 $3.2M
MIdWestOne Financial Group, Inc. 0.56% Add +12.2% 38,926 $3.1M
GeoWealth Management, LLC 0.12% Reduce -23.3% 38,875 $3.1M
PFG Investments, LLC 0.19% Add +73.3% 38,755 $3.1M
Ameritas Advisory Services, LLC 0.13% Add +12.7% 38,924 $3.1M
REDW Wealth LLC 0.84% Reduce -14.7% 38,498 $3.1M
Perennial Advisors, LLC 0.72% Add +14.5% 38,414 $3.1M
Yeomans Consulting Group, Inc. 1.34% Add +5.4% 38,059 $3.1M
Steward Partners Investment Solutions, LLC 0.51% New 37,819 $3.0M
Better Money Decisions, LLC 2.40% Add +1.9% 37,585 $3.0M
OneAscent Financial Services LLC 0.33% Add +19.8% 37,515 $3.0M
Resona Asset Management Co.,Ltd. 0.02% — 37,345 $3.0M
Edgestream Partners, L.P. 0.15% Add +246.3% 37,023 $3.0M
HUB Investment Partners, LLC 0.16% Add +158.7% 36,812 $3.0M
Seven Mile Advisory 2.24% Add +5.3% 36,678 $3.0M
Altus Wealth Group LLC 1.47% New 36,323 $2.9M
Stratos Wealth Partners, LTD. 0.05% Reduce -3.6% 36,151 $2.9M
Keebeck Wealth Management 0.43% No change 36,000 $2.9M
Rosenblum Silverman Sutton S F Inc. 0.81% Add +968.3% 35,415 $2.9M
McNaughton Wealth Management, LLC 1.58% Add +4.5% 35,300 $2.8M
Drive Wealth Management, LLC 0.79% Add +19.2% 34,961 $2.8M
Marietta Wealth Management, LLC 0.46% Add +6.6% 34,914 $2.8M
Community Financial Services Group, LLC 0.64% — 34,905 $2.8M
Retireful, LLC 1.17% Reduce -26.8% 34,870 $2.8M
Evermay Wealth Management LLC 0.42% New 34,835 $2.8M
Wealthspire Retirement, LLC 0.24% Reduce -7.6% 34,339 $2.8M
Creative Financial Designs Inc. 0.26% Add +18.5% 34,320 $2.8M
Independent Advisor Alliance 0.10% Add +372.8% 34,242 $2.8M
Lion Street Advisors, LLC 1.13% No change 33,893 $2.8M
Passumpsic Savings Bank 1.75% — 33,981 $2.7M
B. Riley Wealth Advisors, Inc. 0.07% Add +27.3% 35,939 $2.7M
Rockbridge Investment Management, LCC 0.40% Reduce -0.8% 33,805 $2.7M
Lanark Financial, Inc. 0.25% Add +2.4% 33,680 $2.7M
Cedar Brook Financial Partners, LLC 0.53% Add +7.1% 33,471 $2.7M
DDFG, Inc 0.84% Add +67.2% 32,790 $2.6M
Proquility Private Wealth Partners, LLC 0.90% Add +79.3% 32,536 $2.6M
Faithward Advisors, LLC 0.48% New 32,528 $2.6M
Hofer & Associates. Inc 2.18% New 32,187 $2.6M
Bray Capital Advisors 0.63% Add +53.8% 30,991 $2.5M
Counterweight Ventures, LLC 1.98% Reduce -6.1% 30,615 $2.5M
Parsons Capital Management Inc. 0.17% Reduce -4.9% 30,481 $2.5M
Portside Wealth Group, LLC 0.45% Reduce -0.7% 30,473 $2.5M
Carl P. Sherr & Co., LLC 1.38% Add +6.5% 30,299 $2.4M
CGN Advisors LLC 0.31% Add +3.8% 30,130 $2.4M
Norris Financial Group, LLC 1.33% Reduce -80.6% 30,124 $2.4M
Pine Valley Investments Ltd Liability Co 0.19% Reduce -0.9% 29,813 $2.4M
CRA Financial Services, LLC 0.52% Add +47.9% 29,493 $2.4M
Horizon Financial Services, LLC 1.50% Add +58.8% 29,033 $2.3M
German American Bancorp, Inc. 0.28% Add +0.9% 28,771 $2.3M
SC&H Financial Advisors, Inc. 0.60% Add +3.8% 28,763 $2.3M
Heritage Trust Co 0.30% Reduce -10.6% 27,989 $2.3M
Seamount Financial Group Inc. 1.96% Add +1.8% 27,842 $2.2M
W1M Asset Management Ltd 0.17% Add +74.5% 27,715 $2.2M
Advisory Research Inc. 0.44% No change 27,713 $2.2M
Ironwood Investment Counsel, LLC 0.39% Add +3.8% 27,683 $2.2M
Rwa Wealth Partners, LLC 0.03% Reduce -11.4% 27,634 $2.2M
Hillcrest Wealth Advisors - NY, LLC 1.20% No change 27,555 $2.2M
Founders Financial Securities LLC 0.23% Add +200.6% 27,211 $2.2M
Orcam Financial Group 2.40% Reduce -0.0% 27,204 $2.2M
Horizon Investments, LLC 0.06% Add +200.9% 27,184 $2.2M
Transcend Capital Advisors, LLC 0.17% Add +3.1% 26,688 $2.1M
Blair William & Co. 0.01% Add +2.3% 26,679 $2.1M
Foster Group, Inc. 0.11% Add +217.3% 26,487 $2.1M
Diversified Portfolios, Inc. 0.30% Add +109.4% 26,447 $2.1M
Bryn Mawr Trust Advisors, LLC 0.12% Reduce -10.1% 26,336 $2.1M
Gladstone Institutional Advisory LLC 0.12% Add +5.6% 26,261 $2.1M
Prime Capital Investment Advisors, LLC 0.03% Add +158.0% 26,127 $2.1M
OxenFree Capital LLC 1.92% Add +8.2% 26,102 $2.1M
Life Planning Partners, Inc 2.09% Reduce -3.5% 26,083 $2.1M
Crewe Advisors LLC 0.24% Add +130.4% 25,821 $2.1M
Treynor Bancshares, Inc. 1.18% Reduce -4.5% 25,332 $2.0M
Buska Wealth Management, LLC 0.89% — 25,104 $2.0M
Zacks Investment Management 0.02% Reduce -1.9% 25,090 $2.0M
Axxcess Wealth Management, LLC 0.06% Reduce -1.4% 25,038 $2.0M
Sandy Spring Bank 0.09% Add +15.5% 25,026 $2.0M
Dearborn Partners LLC 0.09% Add +3.6% 24,860 $2.0M
Chesapeake Capital Corp. 1.49% Reduce -25.7% 24,810 $2.0M
Koshinski Asset Management, Inc. 0.20% Add +22.3% 24,732 $2.0M
EverSource Wealth Advisors, LLC 0.16% Reduce -8.0% 25,273 $2.0M
Millennium Management 0.00% Add +103.2% 24,558 $2.0M
Level Four Advisory Services, LLC 0.11% No change 24,237 $2.0M
Legacy Private Trust Co. 0.14% Reduce -11.3% 24,274 $2.0M
Topel & Distasi Wealth Management, LLC 0.86% Add +4.6% 24,262 $2.0M
Cardiff Park Advisors, LLC 0.19% Add +0.2% 24,176 $1.9M
Freedom Investment Management, Inc. 0.15% Reduce -13.5% 23,842 $1.9M
Morris Financial Concepts, Inc. 0.97% Add +1.3% 23,620 $1.9M
Bromfield Sneider Wealth Advisors 1.17% Add +1.1% 23,608 $1.9M
Greenwich Wealth Management LLC 0.15% Add +0.1% 23,497 $1.9M
Semmax Financial Advisors Inc. 0.62% Add +6.9% 23,831 $1.9M
NBT Bank, N.A. 0.14% No change 23,299 $1.9M
Man Group plc 0.01% Add +202.5% 23,053 $1.9M
Brookstone Capital Management 0.03% Add +3.1% 23,042 $1.9M
US Bancorp \de 0.00% Add +12.1% 22,976 $1.8M
Saranac Partners Ltd 1.13% Reduce -2.5% 22,970 $1.8M
Brooks, Moore & Associates, Inc. 1.18% Add +92.0% 22,900 $1.8M
Hexagon Capital Partners LLC 0.41% Add +40.5% 22,888 $1.8M
Redhawk Wealth Advisors, Inc. 0.30% Reduce -23.4% 22,753 $1.8M
James Investment Research, Inc. 0.22% Add +8.4% 22,714 $1.8M
TrinityPoint Wealth, LLC 0.30% Reduce -3.5% 22,545 $1.8M
Prospect Financial Services LLC 1.49% Add +369.5% 22,391 $1.8M
Peapack Gladstone Financial Corp. 0.03% Add +8.3% 22,287 $1.8M
Lido Advisors, LLC 0.02% Reduce -18.8% 22,265 $1.8M
Ramiah Investment Group 1.68% Add +5.8% 22,179 $1.8M
Mosaic Family Wealth Partners, LLC 0.29% Add +42.1% 22,137 $1.8M
Addis & Hill, Inc 1.52% Reduce -1.8% 22,331 $1.8M
Mutual Advisors, LLC 0.06% Reduce -22.8% 22,107 $1.8M
Braun-Bostich & Associates Inc. 1.48% Add +102.0% 22,021 $1.8M
Agf Management Ltd. 0.01% Reduce -7.8% 22,000 $1.8M
EP Wealth Advisors, LLC 0.02% Reduce -4.0% 21,976 $1.8M
Forum Private Client Group LLC 0.85% Reduce -17.1% 21,919 $1.8M
Petra Financial Advisors Inc. 1.29% Reduce -0.7% 21,839 $1.8M
Friedenthal Financial 1.07% Add +0.5% 21,534 $1.7M
Independence Asset Advisors, LLC 40.99% Add +11.6% 21,211 $1.7M
Verus Capital Partners, LLC 0.19% Add +3.5% 21,136 $1.7M
Stokes Family Office, LLC 0.21% Reduce -12.4% 21,064 $1.7M
Flagship Harbor Advisors, LLC 0.11% Reduce -12.8% 20,964 $1.7M
Vicus Capital 0.15% Reduce -7.3% 20,695 $1.7M
TriaGen Wealth Management LLC 0.69% Reduce -8.6% 20,662 $1.7M
Leeward Financial Partners, LLC 0.70% Add +1.4% 20,633 $1.7M
Smith, Moore & Co. 0.18% Add +6.0% 20,545 $1.7M
Lincoln National Corp. 0.03% Reduce -30.6% 20,216 $1.6M
Bigelow Investment Advisors, LLC 0.80% Reduce -12.0% 20,197 $1.6M
Bcwm, LLC 0.56% Add +3.2% 20,194 $1.6M
Weik Capital Management 0.69% Add +8.5% 20,172 $1.6M
Mayflower Financial Advisors, LLC 0.27% Add +5.1% 20,096 $1.6M
Carnegie Investment Counsel 0.05% Add +7.7% 20,068 $1.6M
Western Wealth Management, LLC 0.12% Reduce -0.6% 19,952 $1.6M
Security Financial Services, INC. 0.36% Reduce -1.5% 19,897 $1.6M
Pettyjohn, Wood & White, Inc. 0.32% Add +12.1% 19,688 $1.6M
Gray Wealth Management Inc. 0.70% Reduce -1.9% 19,448 $1.6M
Cornerstone Wealth Group, LLC 0.14% New 19,229 $1.5M
Cambria Investment Management, L.P. 0.09% Reduce -2.8% 18,910 $1.5M
Elmwood Wealth Management, Inc. 0.65% New 18,741 $1.5M
Columbus Macro, LLC 0.57% Add +1.1% 18,641 $1.5M
IFG Advisory, LLC 0.11% Add +83.2% 18,558 $1.5M
Strategic Investment Advisors / MI 0.19% Add +5.4% 18,518 $1.5M
Staley Capital Advisers Inc. 0.07% Reduce -20.0% 17,847 $1.4M
Valeo Financial Advisors, LLC 0.05% Add +28.1% 18,276 $1.4M
360 Financial, Inc. 0.56% Add +0.3% 17,763 $1.4M
Rockland Trust Co. 0.08% No change 17,758 $1.4M
OMNI 360 Wealth, Inc. 1.17% Reduce -18.7% 17,622 $1.4M
Ascent Wealth Partners, LLC 0.21% Add +0.6% 17,607 $1.4M
Independence Bank of Kentucky 0.42% Reduce -13.0% 17,318 $1.4M
IFP Advisors, Inc 0.06% Reduce -17.8% 17,269 $1.4M
CVA Family Office, LLC 0.25% Add +4.0% 17,249 $1.4M
Prospera Financial Services Inc 0.04% Reduce -25.9% 17,225 $1.4M
Delta Financial Group, Inc. 0.41% Add +363.6% 17,201 $1.4M
Capital Asset Advisory Services LLC 0.08% Add +12.4% 17,337 $1.4M
TBH Global Asset Management, LLC 0.28% Add +2.6% 17,118 $1.4M
Private Trust Co. NA 0.15% Reduce -29.4% 17,070 $1.4M
Coordinated Financial Services, Inc. 1.21% — 17,019 $1.4M
FMR LLC 0.00% Add +167.3% 16,990 $1.4M
Peninsula Wealth, LLC 0.27% Reduce -13.6% 16,928 $1.4M
Chicago Partners Investment Group LLC 0.06% Add +49.6% 17,325 $1.4M
Meeder Asset Management Inc. 0.09% Add +12.2% 16,898 $1.4M
Phoenix Financial Ltd. 0.02% New 16,610 $1.3M
Brown Advisory Inc. 0.00% Add +128.0% 16,588 $1.3M
Marshall Financial Group Inc. 0.44% Add +133.6% 16,571 $1.3M
D.A. Davidson & Co. 0.01% Add +17.3% 16,554 $1.3M
IPG Investment Advisors LLC 0.29% Reduce -0.3% 16,500 $1.3M
Kingsview Wealth Management, LLC 0.03% Reduce -3.1% 16,434 $1.3M
Tilia Fiduciary Partners, Inc. 1.07% Add +1.6% 16,391 $1.3M
Naples Global Advisors, LLC 0.13% Add +6.9% 16,337 $1.3M
Glass Jacobson Investment Advisors llc 0.49% Add +10.1% 16,126 $1.3M
Cascade Wealth Advisors, Inc 1.09% — 16,284 $1.3M
Outlook Wealth Advisors, LLC 0.40% New 15,896 $1.3M
Robertson Stephens Wealth Management, LLC 0.07% Reduce -25.2% 15,826 $1.3M
North Star Investment Management Corp. 0.09% Add +1.4% 15,713 $1.3M
Modus Advisors, LLC 0.47% Add +98.9% 15,662 $1.3M
Shufro Rose & Co. LLC 0.10% Add +48.3% 15,613 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -50.3% 15,599 $1.3M
Transatlantique Private Wealth LLC 0.54% Add +127.4% 15,522 $1.2M
Genesee Capital Advisors, LLC 0.68% Reduce -21.7% 15,379 $1.2M
Fifth Third Securities, Inc. 0.12% Add +2.9% 15,355 $1.2M
Cahill Financial Advisors Inc. 0.17% Reduce -0.6% 15,350 $1.2M
International Assets Investment Management, LLC 0.13% Add +3.3% 15,505 $1.2M
Mission Wealth Management, LP 0.03% Add +76.2% 15,253 $1.2M
AE Wealth Management LLC 0.01% Reduce -91.7% 15,121 $1.2M
Hartline Investment Corp./ 0.21% New 15,047 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.21% Add +4.5% 15,047 $1.2M
Krilogy Financial LLC 0.09% Reduce -8.3% 15,016 $1.2M
Agate Pass Investment Management, LLC 0.65% Reduce -2.5% 14,986 $1.2M
Sunburst Financial Group, LLC 0.34% Reduce -20.3% 15,124 $1.2M
Estate Counselors, LLC 0.14% Reduce -95.8% 14,935 $1.2M
Mission Creek Capital Partners, Inc. 0.31% Reduce -48.8% 14,925 $1.2M
Alerus Financial NA 0.09% Reduce -95.9% 14,906 $1.2M
Trustmark Bank Trust Department 0.10% Add +0.0% 14,791 $1.2M
Regal Investment Advisors LLC 0.08% Reduce -48.3% 14,679 $1.2M
Stonebridge Financial Planning Group, LLC 0.62% New 14,677 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.59% Add +2.7% 14,668 $1.2M
FC Advisory LLC 0.43% Add +67.3% 14,439 $1.2M
Summit Wealth Partners, LLC 0.25% Add +9.0% 14,292 $1.2M
Neumann Capital Management, LLC 0.41% Add +7.5% 14,237 $1.1M
Aua Capital Management, LLC 0.65% Reduce -3.5% 14,111 $1.1M
Consolidated Portfolio Review Corp 0.30% Reduce -6.9% 14,055 $1.1M
SageView Advisory Group, LLC 0.06% New 26,766 $1.1M
Transamerica Financial Advisors, LLC 0.11% Add +23.7% 13,759 $1.1M
Capstone Capital LLC 0.94% Reduce -1.4% 13,551 $1.1M
Clarity Capital Advisors, LLC 0.87% Reduce -25.8% 13,482 $1.1M
Wellington Wealth Strategies, LLC. 0.50% Reduce -44.4% 13,465 $1.1M
Cooper Financial Group 0.18% Reduce -15.9% 13,394 $1.1M
LFA - Lugano Financial Advisors SA 0.78% Reduce -3.0% 13,377 $1.1M
Graypoint LLC 0.08% Add +4.6% 13,277 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 13,264 $1.1M
Avaii Wealth Management, LLC 0.62% Reduce -1.8% 13,062 $1.1M
First Manhattan Co. Llc. 0.00% Reduce -24.2% 12,965 $1.0M
Arete Wealth Advisors, LLC 0.10% Add +6.9% 12,951 $1.0M
Global Financial Private Client, LLC 0.45% Add +22.2% 13,022 $1.0M
Foundations Investment Advisors, LLC 0.03% Reduce -4.8% 12,879 $1.0M
GenTrust, LLC 0.06% Reduce -20.3% 12,833 $1.0M
Silver Oak Advisory Group, Inc. 0.58% Add +13.8% 12,746 $1.0M
Spire Wealth Management 0.02% Add +0.8% 12,708 $1.0M
StoneX Group Inc. 0.09% Add +1.3% 12,677 $1.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -20.3% 12,570 $1.0M
Financial Advisory Group 0.18% Reduce -43.2% 12,508 $1.0M
Patten Group, Inc. 0.25% Add +20.8% 12,502 $1.0M
Keener Financial Planning LLC 0.68% Reduce -1.6% 12,288 $990K
Cwm, LLC 0.00% Add +53.7% 12,278 $988K
Venture Visionary Partners LLC 0.05% Reduce -7.7% 12,250 $986K
Connecticut Wealth Management, LLC 0.05% Reduce -31.3% 12,227 $984K
Bath Savings Trust Co 0.10% Reduce -17.6% 12,165 $979K
AllSquare Wealth Management LLC 0.57% No change 12,142 $978K
AA Financial Advisors, LLC 0.39% Add +3.3% 12,126 $976K
Source Financial Advisors LLC 0.30% Reduce -38.9% 12,098 $974K
Chandler Asset Management, Inc. 0.19% Add +7.7% 11,900 $958K
Houlihan Financial Resource Group, Ltd. 0.43% Add +0.0% 11,789 $949K
Coston, McIsaac & Partners 0.30% Add +13.0% 11,697 $941K
Defined Wealth Management, LLC 0.67% Reduce -0.1% 11,537 $929K
Pinnacle Associates Ltd. 0.01% Add +39.1% 11,485 $925K
Titan Global Capital Management USA LLC 0.15% Add +37.1% 11,464 $923K
Advisory Services Network, LLC 0.02% Add +12.7% 11,435 $921K
One Charles Private Wealth Services, LLC 0.40% Add +1.3% 11,431 $920K
Stonehage Fleming Financial Services Holdings Ltd 0.06% Reduce -71.5% 11,519 $918K
Novak & Powell Financial Services, Inc. 0.68% Reduce -37.7% 11,242 $905K
Hilltop Holdings Inc. 0.10% Reduce -25.0% 11,219 $903K
Collaborative Wealth Managment Inc. 0.45% Reduce -12.9% 11,172 $899K
Wedbush Securities Inc. 0.03% Reduce -30.4% 11,093 $893K
Cary Street Partners Investment Advisory LLC 0.04% Reduce -4.3% 11,078 $892K
Shelter Mutual Insurance Co 0.23% No change 10,917 $879K
Round Rock Advisors LLC 0.21% Add +3.2% 10,854 $874K
Titleist Asset Management, LLC 0.15% Reduce -72.3% 10,840 $873K
Firestone Capital Management 0.24% Reduce -8.2% 10,824 $871K
Norden Group LLC 0.18% New 10,803 $870K
Comprehensive Financial Consultants Institutional, Inc. 0.36% New 10,787 $868K
HC Advisors, LLC 0.41% Add +0.1% 10,776 $868K
First Horizon Advisors, Inc. 0.03% Add +47.4% 10,693 $861K
Vision Capital Management, Inc. 0.13% Reduce -0.8% 10,678 $860K
Archvest Wealth Advisors, Inc. 0.60% Reduce -1.7% 10,710 $853K
CreativeOne Wealth, LLC 0.03% Add +70.9% 10,590 $853K
Natixis Advisors, LLC 0.00% New 10,579 $852K
Alesco Advisors, LLC, An ESL Co 0.03% No change 10,265 $826K
Integrity Financial Corp 0.56% Reduce -6.7% 10,225 $823K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -82.2% 10,167 $819K
Gould Asset Management LLC 0.20% Add +86.0% 10,158 $818K
Meridian Financial Advisors, LLC 0.61% Add +18.1% 10,148 $817K
Moors & Cabot, Inc. 0.04% Add +74.8% 10,135 $816K
Interactive Financial Advisors, Inc. 0.45% Add +14.9% 10,095 $813K
Argent Trust Co 0.04% Add +12.9% 10,050 $809K
Independent Financial Group, LLC 0.04% Reduce -2.0% 10,047 $809K
Pacifica Partners Inc. 0.35% Reduce -1.2% 9,923 $796K
National Philanthropic Trust 0.02% Reduce -32.4% 9,757 $786K
Boston Trust Walden Corp 0.01% Reduce -16.3% 9,737 $784K
Mosaic Financial Group, LLC 0.62% — 9,674 $779K
Independent Wealth Network Inc. 0.36% Add +1.8% 9,648 $777K
Aries Wealth Management 0.25% Add +116.2% 9,611 $774K
Novare Capital Management LLC 0.07% Add +9.8% 9,531 $767K
Compass Financial Group, INC 0.18% Reduce -14.5% 9,375 $755K
Apollon Wealth Management, LLC 0.02% Add +21.3% 9,299 $749K
Avidian Wealth Enterprises, LLC 0.04% Add +176.3% 9,146 $736K
Wells Financial Advisors INC 0.50% Add +2.6% 9,054 $729K
Synovus Financial Corp. 0.01% Reduce -0.7% 8,956 $721K
International Private Wealth Advisors LLC 1.39% Reduce -32.1% 8,948 $720K
Insight Inv LLC 0.62% Add +11.2% 8,941 $720K
Valley Wealth Managers, Inc. 0.05% Reduce -4.7% 8,909 $717K
Accretive Wealth Partners, LLC 0.32% Add +31.3% 9,048 $717K
Savant Capital, LLC 0.01% Add +188.5% 8,754 $705K
My Legacy Advisors, LLC 0.23% Add +1.9% 8,591 $692K
Wealthcare Advisory Partners LLC 0.02% Reduce -16.6% 8,514 $685K
Financial Counselors Inc. 0.01% Add +14.5% 8,462 $681K
Concord Wealth Partners 0.12% Add +0.4% 8,461 $681K
Triton Financial Group Inc 0.48% Add +4.0% 8,429 $679K
Simon Quick Advisors, LLC 0.05% Reduce -4.6% 8,409 $677K
Duncker Streett & Co. Inc. 0.13% Add +0.0% 8,396 $676K
Davidson Investment Advisors 0.04% Add +127.2% 8,362 $673K
Beaird Harris Wealth Management, LLC 0.07% Add +36.6% 8,353 $673K
High Net Worth Advisory Group LLC 0.21% Add +23.4% 8,326 $671K
CIBC Private Wealth Group LLC 0.00% Reduce -11.3% 8,402 $669K
Baker Tilly Wealth Management, LLC 0.12% Reduce -37.9% 8,124 $654K
Trilogy Capital Inc. 0.04% New 8,064 $649K
Perennial Investment Advisors, LLC 0.10% Reduce -1.9% 8,016 $645K
Csenge Advisory Group 0.04% Reduce -17.3% 7,986 $643K
Wiser Advisor Group LLC 1.00% Reduce -1.5% 7,930 $641K
Commerce Bank 0.00% Add +178.8% 7,953 $640K
Moser Wealth Advisors, LLC 0.36% Add +0.2% 7,930 $638K
Edge Capital Group, LLC 0.03% Reduce -24.0% 7,910 $637K
Trivium Point Advisory, LLC 0.14% New 7,907 $637K
Walkner Condon Financial Advisors LLC 0.13% Add +30.6% 7,734 $623K
Sage Capital Management, LLC 0.34% Add +0.6% 7,727 $622K
Tidal Investments LLC 0.01% Reduce -24.9% 7,709 $621K
Little House Capital LLC 0.21% Add +6.5% 7,709 $621K
TFB Advisors LLC 0.22% New 7,881 $618K
Watershed Private Wealth LLC 0.27% Reduce -43.7% 7,602 $612K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +63.6% 7,562 $609K
IHT Wealth Management, LLC 0.02% Add +54.4% 7,512 $605K
Vontobel Holding Ltd. 0.00% No change 7,489 $603K
FirstPurpose Wealth LLC 0.22% Add +23.0% 7,646 $602K
Arkos Global Advisors 0.10% New 7,459 $601K
FSC Wealth Advisors, LLC 0.42% Add +0.9% 7,457 $600K
Ascent Group, LLC 0.05% Add +1.2% 7,440 $599K
Roman Butler Fullerton & Co. 0.22% Add +14.4% 7,585 $595K
Baker Ellis Asset Management LLC 0.09% Add +4.3% 7,275 $586K
ProVise Management Group, LLC 0.05% Reduce -33.2% 7,231 $582K
Signal Advisors Wealth, LLC 0.14% Add +77.3% 7,164 $577K
Occidental Asset Management, LLC 0.11% Reduce -11.1% 7,088 $571K
Keystone Financial Group 0.08% Add +0.3% 7,029 $566K
Liberty Capital Management, Inc. 0.14% Add +19.9% 7,007 $564K
Schmidt P J Investment Management Inc. 0.11% Reduce -1.3% 7,002 $564K
Snowden Capital Advisors LLC 0.02% Reduce -1.4% 6,921 $557K
Lake Street Advisors Group, LLC 0.03% No change 6,779 $546K
Washington Trust Bank 0.05% New 6,766 $545K
Financial Network Wealth Advisors LLC 0.54% Add +0.9% 6,713 $540K
Lineweaver Wealth Advisors, LLC 0.13% Add +0.7% 6,705 $540K
Argus Investors' Counsel, Inc. 0.33% No change 6,701 $539K
SouthState Bank Corp 0.04% Reduce -4.7% 6,699 $539K
Leavell Investment Management, Inc. 0.03% Add +61.7% 6,695 $539K
Family Manage LLC 0.10% Reduce -60.2% 6,577 $530K
First Merchants Corp. 0.04% Add +1.9% 6,573 $529K
Investment Advisory Group, LLC 0.22% Add +40.1% 6,499 $523K
WealthCollab, LLC 0.38% No change 6,366 $513K
Keeley-Teton Advisors, LLC 0.06% Reduce -2.3% 6,341 $511K
CoreCap Advisors, LLC 0.03% Add +131.4% 6,333 $510K
Correct Capital Wealth Management 0.12% Reduce -25.6% 6,328 $509K
Nottingham Advisors, Inc. 0.06% Reduce -7.4% 6,316 $509K
Private Capital Management, LLC 0.06% Reduce -0.0% 6,315 $508K
Allie Family Office LLC 0.30% Add +1.3% 6,292 $507K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -3.0% 6,159 $496K
IVC Wealth Advisors LLC 0.28% Add +3.6% 6,069 $489K
Dynamic Wealth Strategies, LLC 0.42% Add +1.7% 6,063 $488K
Hanover Advisors Inc. 0.20% Add +1.6% 6,032 $486K
Jacobi Capital Management LLC 0.04% Add +137.6% 5,982 $482K
One Capital Management, LLC 0.02% Reduce -1.6% 5,980 $481K
Condor Capital Management 0.05% No change 5,949 $479K
Three Bridge Wealth Advisors, LLC 0.19% Add +18.5% 5,942 $478K
Highline Wealth Partners LLC 0.19% Reduce -22.6% 5,928 $477K
Garden State Investment Advisory Services LLC 0.17% Add +0.1% 5,984 $477K
American Investment Services, Inc. 0.08% New 5,899 $475K
Sax Wealth Advisors, LLC 0.06% Reduce -24.9% 5,878 $473K
Geneos Wealth Management Inc. 0.02% Reduce -29.9% 5,854 $471K
Empower Advisory Group, LLC 0.00% Reduce -0.4% 5,802 $467K
Kingswood Wealth Advisors, LLC 0.05% Reduce -0.2% 5,794 $467K
First Financial Bankshares Inc 0.01% Reduce -10.2% 5,719 $460K
Goelzer Investment Management, Inc. 0.03% No change 5,680 $457K
Boothbay Fund Management, LLC 0.01% New 5,625 $453K
Provenance Wealth Advisors, LLC 0.06% Reduce -18.1% 5,610 $452K
Spectrum Wealth Counsel, LLC 0.06% Reduce -29.1% 5,601 $451K
Pekin Hardy Strauss, Inc. 0.06% No change 5,600 $451K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.5% 5,598 $451K
Berger Financial Group, Inc 0.04% Add +22.4% 5,559 $448K
Forza Wealth Management, LLC 0.23% Reduce -11.2% 5,542 $446K
TCV Trust & Wealth Management, Inc. 0.04% Reduce -11.2% 5,530 $445K
Alliance Wealth Advisors, LLC 0.13% Add +6.0% 5,518 $444K
Bison Wealth, LLC 0.07% New 5,462 $440K
Vaughan Nelson Investment Management, L.P. 0.00% Add +22.3% 5,435 $438K
Greenspring Advisors, LLC 0.11% Add +103.4% 5,440 $438K
Atlas Capital Advisors Inc. 0.07% Reduce -57.7% 5,376 $433K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% Add +4.3% 5,320 $428K
Horan Capital Advisors, LLC. 0.15% Reduce -33.4% 5,305 $427K
UMB Bank, n.a. 0.01% Add +46.1% 5,253 $423K
Beaumont Financial Advisors, LLC 0.03% Reduce -9.6% 5,175 $417K
Harmony Asset Management LLC 0.17% New 5,031 $405K
Northwest Wealth Management, LLC 0.11% Reduce -5.7% 4,999 $402K
Summit Global Investments 0.03% Reduce -1.1% 4,959 $399K
U.S. Capital Wealth Advisors, LLC 0.02% Add +0.7% 4,937 $397K
Kanawha Capital Management LLC 0.03% Reduce -14.4% 4,906 $395K
FSB Premier Wealth Management, Inc. 0.18% Add +24.3% 4,864 $392K
ICA Group Wealth Management, LLC 0.08% Reduce -25.1% 4,828 $389K
Cunning Capital Partners, LP 0.21% Add +100.0% 5,000 $387K
Community Bank & Trust, Waco, Texas 0.10% No change 4,805 $387K
Savvy Advisors, Inc. 0.22% New 4,800 $386K
Running Point Capital Advisors, LLC 0.17% No change 4,795 $386K
Principle Wealth Partners LLC 0.03% Add +1.1% 4,784 $385K
Total Clarity Wealth Management, Inc. 0.13% Add +21.9% 4,738 $381K
Efficient Advisors, LLC 0.02% Reduce -1.7% 4,729 $381K
Raab & Moskowitz Asset Management LLC 0.11% New 4,675 $376K
Pacific Global Investment Management Co. 0.07% Add +39.9% 4,675 $376K
Mengis Capital Management, Inc. 0.06% Add +36.6% 4,575 $368K
Sonata Capital Group Inc. 0.17% Reduce -24.7% 4,567 $368K
Anson Capital, Inc. 0.53% New 4,545 $366K
Zhang Financial LLC 0.03% No change 4,537 $365K
Narus Financial Partners, LLC 0.16% Add +16.8% 4,524 $364K
Twele Capital Management, Inc. 0.08% Add +9.5% 4,521 $364K
Bristlecone Advisors, LLC 0.03% Add +0.7% 4,507 $363K
CIC Wealth, LLC 0.11% New 4,496 $362K
Main Street Financial Solutions, LLC 0.04% Add +19.2% 4,494 $362K
First United Bank & Trust 0.13% Add +55.6% 4,467 $360K
Wescott Financial Advisory Group, LLC 0.04% Add +40.5% 4,407 $355K
Sovereign Financial Group, Inc. 0.09% Add +2.4% 4,400 $354K
Greenwood Capital Associates LLC 0.05% Reduce -22.8% 4,386 $353K
Plotkin Financial Advisors, LLC 0.23% Reduce -12.3% 4,355 $351K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -35.5% 4,310 $347K
Compass Ion Advisors, LLC 0.05% Reduce -6.4% 4,305 $347K
Aptus Capital Advisors, LLC 0.01% Add +329.4% 4,277 $344K
Bedel Financial Consulting, Inc. 0.05% Add +0.5% 4,247 $342K
Kades & Cheifetz LLC 0.22% Reduce -6.8% 4,229 $341K
Mason Investment Advisory Services, Inc. 0.02% No change 4,224 $340K
Breed's Hill Capital LLC 0.31% No change 4,217 $340K
Stablepoint Partners, LLC 0.07% Add +21.8% 4,213 $339K
J. W. Coons Advisors, LLC 0.06% Reduce -3.9% 4,200 $338K
Invst, LLC 0.04% Reduce -20.6% 4,244 $338K
Arkadios Wealth Advisors 0.03% Reduce -1.8% 4,191 $337K
Fifth Third Bancorp 0.00% Add +65.7% 4,164 $335K
Sawyer & Company, Inc 0.13% Add +80.2% 4,140 $333K
Prosperity Consulting Group, LLC 0.04% New 4,115 $331K
TD Capital Management LLC 0.04% Add +46.4% 4,100 $330K
Lutz Financial Services LLC 0.03% No change 4,075 $328K
Armstrong Advisory Group, Inc. 0.03% No change 4,030 $328K
Chapin Davis, Inc. 0.12% Reduce -0.3% 4,044 $326K
Benchmark Wealth Management, LLC 0.18% No change 4,006 $323K
Lake Street Private Wealth, LLC 0.04% Add +0.6% 4,003 $322K
Quantum Portfolio Management LLC 0.18% No change 4,000 $322K
Ceeto Capital Group, LLC 0.13% No change 4,000 $322K
Bar Harbor Wealth Management 0.02% No change 3,982 $321K
Warwick Investment Management, Inc. 0.08% Add +0.7% 3,942 $317K
Pillar Wealth Advisors, LLC 0.24% Reduce -66.5% 3,937 $317K
Aveo Capital Partners, LLC 0.03% New 3,993 $316K
Epic Trust Investment Advisors, LLC 0.39% Reduce -11.1% 3,916 $315K
Swmg, LLC 0.14% Reduce -8.8% 3,894 $314K
Weaver Consulting Group 0.12% Reduce -1.7% 3,885 $313K
Kohmann Bosshard Financial Services, LLC 0.04% No change 3,862 $311K
Idaho Trust Co 0.30% Reduce -88.7% 3,841 $309K
Fingerlakes Wealth Management, Inc. 0.30% Add +0.3% 3,841 $309K
Roger Wittlin Investment Advisory, LLC 0.22% Reduce -65.9% 3,834 $309K
Van Hulzen Asset Management, LLC 0.02% No change 3,807 $307K
Caitlin John, LLC 0.23% Reduce -6.5% 3,806 $306K
Seelaus Asset Management LLC 0.31% New 3,795 $306K
Talisman Wealth Advisors LLC 0.38% Reduce -6.4% 3,755 $302K
Whitaker-Myers Wealth Managers, LTD. 0.13% Add +21.6% 3,754 $302K
O'Dell Group, LLC 0.07% Add +0.8% 3,744 $301K
Octavia Wealth Advisors, LLC 0.04% New 3,699 $298K
Obermeyer Wealth Partners 0.02% No change 3,686 $297K
RFG Advisory, LLC 0.01% Reduce -44.0% 3,684 $297K
Mustard Seed Financial, LLC 0.29% Add +37.3% 3,672 $296K
180 Wealth Advisors, LLC 0.05% Add +0.0% 3,650 $294K
Frank, Rimerman Advisors LLC 0.06% No change 3,635 $293K
Birchcreek Wealth Management, LLC 0.15% Reduce -12.0% 3,611 $291K
GTS Securities LLC 0.01% New 3,602 $290K
Stephens Group Asset Management, LLC 0.03% Reduce -11.6% 3,587 $289K
Evolution Wealth Advisors, LLC 0.06% No change 3,574 $288K
Simplicity Wealth,LLC 0.01% Add +6.5% 3,572 $288K
Parkside Financial Bank & Trust 0.05% Add +0.7% 3,532 $284K
Cassady Schiller Wealth Management, LLC 0.13% Reduce -7.1% 3,529 $284K
Grandview Asset Management LLC 0.13% Add +6.2% 3,531 $284K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $283K
Redmont Wealth Advisors LLC 0.39% Reduce -87.3% 3,493 $281K
Journey Advisory Group, LLC 0.03% Reduce -2.8% 3,461 $279K
Culbertson A N & Co. Inc. 0.05% No change 3,440 $277K
Canvas Wealth Advisors, LLC 0.09% No change 3,535 $277K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -6.7% 3,430 $276K
Hedeker Wealth, LLC 0.08% Add +9.3% 3,396 $273K
Maripau Wealth Management LLC 0.20% Reduce -7.6% 3,352 $270K
Allen Capital Group, LLC 0.04% New 3,347 $269K
Capital Investment Advisors, LLC 0.01% Add +0.9% 3,344 $269K
Concorde Asset Management, LLC 0.18% Reduce -0.3% 3,315 $267K
Northwest Bank & Trust Co 0.24% No change 3,402 $267K
Claro Advisors Inc. 0.05% Reduce -0.3% 3,299 $266K
Sweeney & Michel, LLC 0.12% — 3,343 $265K
Tyche Wealth Partners LLC 0.06% Reduce -33.5% 3,267 $263K
BCS Wealth Management 0.08% New 3,271 $263K
Uncommon Cents Investing LLC 0.08% Reduce -1.4% 3,255 $262K
FourThought Financial Partners, LLC 0.03% Reduce -14.0% 3,254 $262K
Penobscot Investment Management Company, Inc. 0.03% Reduce -14.5% 3,250 $262K
Raffa Wealth Management, LLC 0.08% Add +0.1% 3,235 $260K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -49.7% 3,213 $259K
Retirement Planning Group, LLC 0.02% New 3,210 $258K
Anchor Investment Management, LLC 0.03% Reduce -22.1% 3,198 $257K
Sage Mountain Advisors LLC 0.03% Add +138.5% 3,179 $256K
Regions Financial Corp. 0.00% New 3,164 $255K
Householder Group Estate & Retirement Specialist, LLC 0.08% Add +0.8% 3,163 $255K
TruNorth Capital Management, LLC 0.09% — 3,151 $254K
Bokf, NA 0.00% Reduce -0.4% 3,160 $252K
Waterloo Capital, L.P. 0.03% Reduce -27.1% 3,126 $252K
Procyon Advisors, LLC 0.02% Reduce -19.3% 3,110 $250K
First PREMIER Bank 0.07% Reduce -52.0% 3,107 $250K
Glenview Trust Co 0.01% New 3,071 $247K
Rothschild Wealth LLC 0.09% — 3,041 $245K
RiverGlades Family Offices LLC 0.19% Add +10.8% 3,084 $245K
Gallagher Fiduciary Advisors, LLC 0.01% Reduce -2.2% 3,035 $244K
Magnolia Capital Advisors LLC 0.20% New 3,113 $244K
HB Wealth Management, LLC 0.00% Reduce -1.8% 3,012 $242K
Clifford Swan Investment Counsel LLC 0.01% No change 3,005 $242K
Evanson Asset Management, LLC 0.02% Add +19.6% 2,986 $240K
Tudor Investment Corporation 0.00% Reduce -83.9% 2,956 $238K
Saxony Capital Management, LLC 0.29% New 2,951 $238K
Cedrus LLC 0.13% Reduce -10.0% 2,948 $237K
Financial Engines Advisors L.L.C. 0.00% New 2,906 $234K
Integrity Wealth Solutions LLC 0.15% Reduce -12.6% 2,878 $232K
Meitav Investment House Ltd. 0.00% New 2,875 $231K
Clark Asset Management, LLC 0.07% No change 2,871 $231K
Fiduciary Trust Co 0.00% Add +0.6% 2,859 $230K
Compound Planning, Inc. 0.02% Reduce -35.7% 2,853 $230K
Centaurus Financial, Inc. 0.02% Reduce -8.6% 2,844 $229K
Williams Jones Wealth Management, LLC. 0.00% Reduce -24.4% 2,843 $229K
Mendel Capital Management LLC 0.15% No change 2,842 $229K
Concourse Financial Group Securities, Inc. 0.01% Add +12.2% 2,834 $228K
Kovack Advisors, Inc. 0.03% No change 2,833 $228K
Bey-Douglas LLC 0.22% Add +0.2% 2,821 $227K
Root Financial Partners, LLC 0.07% New 2,814 $227K
Wallace Advisory Group, LLC 0.17% New 2,779 $226K
Harbour Investments, Inc. 0.01% Reduce -11.1% 2,802 $226K
Federation des caisses Desjardins du Quebec 0.00% No change 2,795 $225K
Azimuth Capital Investment Management LLC 0.01% Reduce -18.9% 2,790 $225K
Melone Private Wealth, LLC 0.13% Reduce -18.7% 2,767 $223K
Astoria Portfolio Advisors LLC. 0.09% Reduce -0.6% 2,834 $222K
Spreng Capital Management, Inc. 0.12% New 2,738 $220K
JMG Financial Group, Ltd. 0.01% New 2,718 $219K
Front Row Advisors LLC 0.08% Add +20.5% 2,694 $217K
Barrett & Company, Inc. 0.10% Reduce -15.3% 2,662 $214K
Objectivity Squared, LLC 0.19% New 2,717 $214K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -13.1% 2,645 $213K
Mach-1 Financial Group, LLC 0.16% New 2,641 $213K
MAS Advisors LLC 0.24% No change 2,621 $211K
Ellis Investment Partners, LLC 0.05% Add +0.7% 2,617 $211K
Resurgent Financial Advisors LLC 0.11% Add +784.1% 2,608 $210K
Inspire Advisors, LLC 0.03% Reduce -1.9% 2,594 $209K
Norwood Financial Corp 0.30% No change 2,575 $207K
Monumental Financial Group Inc. 0.11% Reduce -17.4% 2,554 $206K
Oxinas Partners, LLC 0.13% Reduce -22.5% 2,551 $205K
Callahan Advisors, LLC 0.02% Reduce -21.1% 2,547 $205K
Darrow Company, Inc. 0.13% Add +1.5% 2,542 $205K
Integrated Investment Consultants, LLC 0.06% No change 2,528 $204K
Wintrust Investments LLC 0.02% Reduce -28.2% 2,505 $202K
Boston Family Office LLC 0.01% No change 2,515 $202K
Breakwater Investment Management 0.09% — 2,342 $189K
NorthRock Partners, LLC 0.01% Reduce -5.2% 2,284 $184K
Franklin Resources Inc. 0.00% Add +0.1% 2,241 $180K
Glen Eagle Advisors, LLC 0.03% Add +4.2% 2,220 $179K
BTS Asset Management, Inc. 0.15% New 2,208 $178K
Pinnacle Bancorp, Inc. 0.05% Reduce -1.4% 2,188 $176K
WealthShield Partners, LLC 0.03% Reduce -23.4% 2,179 $175K
Capital Analysts, LLC 0.01% No change 2,078 $167K
Arax Advisory Partners 0.02% Reduce -0.3% 2,068 $166K
Security National Bank 0.03% No change 2,050 $165K
Continuum Advisory, LLC 0.02% Reduce -30.6% 2,078 $165K
Banque Cantonale Vaudoise 0.01% Add +35.1% 2,000 $161K
Realta Investment Advisors 0.03% New 1,977 $159K
Tsfg, LLC 0.04% Reduce -16.1% 1,968 $158K
Signaturefd, LLC 0.00% Add +68.7% 1,918 $154K
Cambridge Trust Co. 0.01% Add +97.9% 1,880 $151K
Psagot Value Holdings Ltd. / (Israel) 1.35% No change 1,844 $148K
Macroview Investment Management LLC 0.16% Add +0.7% 1,782 $143K
Sugarloaf Wealth Management, LLC 0.03% Add +19.1% 1,774 $143K
TD Waterhouse Canada Inc. 0.00% Add +14.7% 1,638 $143K
JNBA Financial Advisors 0.01% New 1,616 $130K
Investors Research Corp 0.03% No change 1,604 $129K
Allianz SE 0.00% — 1,527 $123K
Addison Advisors LLC 0.04% New 1,488 $120K
Colonial Trust Co / SC 0.02% Add +15.0% 1,434 $115K
BNP Paribas 0.01% — 1,401 $113K
Clearstead Advisors, LLC 0.01% New 1,420 $112K
Jamison Private Wealth Management, Inc. 0.02% New 1,373 $111K
Larson Financial Group LLC 0.01% Reduce -22.2% 1,371 $110K
Carmichael Hill & Associates, Inc. 0.05% Add +0.1% 1,367 $110K
Sanctuary Wealth Management, L.L.C. 0.09% No change 1,351 $109K
S.A. Mason LLC 0.06% No change 1,310 $105K
United Community Bank 0.04% Add +36.6% 1,298 $105K
SRH Advisors, LLC 0.03% Add +5.9% 1,271 $102K
Deane Retirement Strategies, Inc. 0.05% Reduce -99.5% 1,234 $99K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 1,147 $92K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,147 $92K
Capital Investment Advisory Services, LLC 0.01% Reduce -28.3% 1,024 $82K
Rothschild Investment LLC 0.01% Add +0.2% 972 $78K
Bogart Wealth, LLC 0.00% Reduce -0.1% 934 $75K
Richardson Financial Services Inc. 0.05% Add +4.0% 907 $73K
Delta Asset Management LLC 0.01% No change 901 $73K
Guardian Wealth Advisors, LLC / NC 0.01% No change 900 $72K
Trust Co. of Vermont 0.00% New 897 $72K
Key Financial Inc 0.02% Add +15.7% 832 $67K
Ancora Advisors LLC 0.00% Add +10.0% 822 $66K
Salem Investment Counselors Inc. 0.00% Add +1265.5% 792 $64K
MidAtlantic Capital Management, Inc. 0.06% Add +0.8% 782 $63K
AdvisorNet Financial, Inc 0.01% Add +48.3% 765 $62K
Tucker Asset Management LLC 0.01% No change 707 $57K
Chilton Capital Management LLC 0.00% No change 700 $56K
Heck Capital Advisors, LLC 0.01% Add +0.7% 700 $56K
Headlands Technologies LLC 0.01% New 664 $53K
Piscataqua Savings Bank 0.05% No change 644 $52K
MCF Advisors LLC 0.00% No change 630 $51K
Motco 0.00% Add +16.1% 626 $50K
Guardian Wealth Management, Inc. 0.04% Add +40.6% 623 $50K
Cullen/Frost Bankers, Inc. 0.00% Add +1361.9% 614 $49K
Cornerstone Planning Group LLC 0.01% Reduce -2.6% 606 $48K
Scarborough Advisors, LLC 0.02% Add +124.5% 595 $48K
Princeton Global Asset Management LLC 0.01% No change 589 $47K
New Republic Capital, LLC 0.03% No change 558 $45K
DHJJ Financial Advisors, Ltd. 0.02% No change 532 $43K
Turim 21 Investimentos Ltda. 0.01% No change 521 $42K
Financial Connections Group, Inc. 0.04% Add +11.6% 480 $39K
FinTrust Capital Advisors, LLC 0.01% Add +26.3% 470 $38K
Edmond DE Rothschild Holding S.A. 0.00% No change 469 $38K
Centennial Bank 0.02% Add +4.3% 461 $37K
GPS Wealth Strategies Group, LLC 0.01% No change 454 $37K
Horizon Bancorp Inc. 0.02% No change 451 $36K
WASHINGTON TRUST Co 0.00% No change 419 $34K
Pineridge Advisors LLC 0.01% Add +57.3% 412 $33K
Opal Wealth Advisors, LLC 0.01% New 412 $33K
Mascoma Wealth Management LLC 0.01% No change 397 $32K
Archer Investment Corp 0.01% No change 396 $32K
REAP Financial Group, LLC 0.01% Add +363.5% 394 $32K
Harbor Investment Advisory, LLC 0.00% No change 373 $30K
Mather Group, Llc. 0.00% New 368 $30K
Indiana Trust & Investment Management Co 0.01% Add +53.4% 359 $29K
Nvwm, LLC 0.01% No change 350 $28K
Tidemark, LLC 0.02% Reduce -7.4% 338 $27K
Creekmur Asset Management LLC 0.01% Add +0.6% 319 $26K
Retirement Group, LLC 0.01% Reduce -43.2% 317 $26K
Eukles Asset Management 0.01% Add +121.4% 310 $25K
First Command Advisory Services, Inc. 0.00% Add +292.3% 306 $25K
Voisard Asset Management Group, Inc. 0.01% Add +0.7% 302 $24K
Future Financial Wealth Managment LLC 0.02% New 295 $24K
Cape Investment Advisory, Inc. 0.01% No change 291 $23K
Fortitude Family Office, LLC 0.02% Add +0.7% 284 $23K
Element Wealth, LLC 0.01% New 278 $22K
American National Bank & Trust 0.00% No change 276 $22K
Cherry Tree Wealth Management, LLC 0.01% No change 270 $22K
Institutional & Family Asset Management, LLC 0.00% No change 263 $21K
Robinswood Financial LLC 0.01% No change 261 $21K
Pin Oak Investment Advisors Inc. 0.02% No change 240 $19K
Sound Income Strategies, LLC 0.00% Reduce -23.4% 229 $18K
Birchbrook, Inc. 0.01% No change 203 $16K
Caldwell Sutter Capital, Inc. 0.01% No change 200 $16K
Lowe Wealth Advisors, LLC 0.01% No change 196 $16K
Tortoise Investment Management, LLC 0.00% Reduce -49.5% 185 $15K
MTM Investment Management, LLC 0.01% New 174 $14K
Farmers & Merchants Investments Inc. 0.00% Reduce -11.7% 173 $14K
McIlrath & Eck, LLC 0.00% No change 170 $14K
Laurel Wealth Advisors LLC 0.00% No change 166 $13K
Atticus Wealth Management, LLC 0.00% New 162 $13K
Vermillion & White Wealth Management Group, LLC 0.01% New 160 $13K
O'shaughnessy Asset Management, LLC 0.00% Reduce -7.7% 157 $13K
Hoese & Co LLP 0.01% No change 158 $13K
Aspire Private Capital, LLC 0.00% Add +24.8% 156 $13K
Wolff Wiese Magana LLC 0.01% Reduce -3.2% 153 $12K
Caldwell Trust Co 0.00% New 151 $12K
M&R Capital Management Inc. 0.00% No change 150 $12K
Asset Dedication, LLC 0.00% Add +450.0% 143 $11K
EPG Wealth Management LLC 0.00% Reduce -80.1% 134 $11K
CarsonAllaria Wealth Management, Ltd. 0.01% New 132 $11K
Elevate Wealth Advisory, Inc. 0.01% No change 125 $10K
Oliver Lagore Vanvalin Investment Group 0.00% No change 125 $10K
JFS Wealth Advisors, LLC 0.00% No change 123 $10K
Cypress Capital Management LLC (WY) 0.01% No change 120 $10K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
HHM Wealth Advisors, LLC 0.00% No change 107 $9K
Blue Bell Private Wealth Management, LLC 0.00% Reduce -94.2% 99 $8K
Mendota Financial Group, LLC 0.00% No change 97 $8K
American Capital Advisory, LLC 0.01% Reduce -3.1% 95 $8K
Bangor Savings Bank 0.00% No change 92 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 88 $7K
WR Wealth Planners, LLC 0.00% New 81 $7K
Bell Investment Advisors, Inc 0.00% Add +1.5% 67 $5K
Oakworth Capital, Inc. 0.00% No change 67 $5K
Red Tortoise LLC 0.00% No change 56 $5K
Mitchell Sinkler & Starr 0.00% New 55 $4K
Register Financial Advisors LLC 0.00% New 52 $4K
Woodmont Investment Counsel LLC 0.00% New 52 $4K
Spotlight Asset Group, Inc. 0.00% No change 50 $4K
Operose Advisors LLC 0.00% Reduce -39.7% 41 $3K
Broadwater Capital Management LLC 0.00% No change 38 $3K
Valley National Advisers Inc. 0.00% No change 39 $3K
SOA Wealth Advisors, LLC. 0.00% No change 36 $3K
Stephens Consulting, LLC 0.00% Reduce -58.8% 35 $3K
First Personal Financial Services 0.00% New 35 $3K
Plante Moran Financial Advisors, LLC 0.00% Reduce -97.7% 34 $3K
Global Wealth Strategies & Associates 0.00% New 32 $3K
WFA Asset Management Corp 0.00% New 30 $2K
VitalStone Financial, LLC 0.00% No change 24 $2K
Capital Advisors, Ltd. LLC 0.00% No change 26 $2K
Balefire, LLC 0.00% New 21 $2K
Sunbelt Securities, Inc. 0.00% No change 21 $2K
Christopher J. Hasenberg, Inc 0.00% New 17 $1K
Kathleen S. Wright Associates Inc. 0.00% Add +30.8% 17 $1K
Salomon & Ludwin, LLC 0.00% No change 11 $886
Main Street Group, LTD 0.00% No change 10 $797
Abich Financial Wealth Management LLC 0.00% No change 7 $564
Signature Resources Capital Management, LLC 0.00% No change 6 $488
Jackson Hole Capital Partners, LLC 0.00% No change 3 $242
Tompkins Financial Corp. 0.00% Reduce -96.0% 3 $242
Rakuten Securities, Inc. 0.00% New 1 $81
Financial Gravity Asset Management, Inc. 0.00% Reduce -99.0% 1 $44

"% of holder's portfolio" is VCIT's weight in each manager's 13F, not the share of Vanguard Int-Term Corporate the manager owns.