Vanguard Int-Term CorporateVCITETF

13F holders, Q2 2024 (June 30)
1,056holders +8
77new positions
75sold out
7famous investors
$79.94avg. 13F price*

At the end of Q2 2024, 1,056 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, up 8 from Q1 2024. 77 opened new positions and 75 sold out. The largest holders were Fisher Asset Management ($7.2B), Bank of America Corp. ($4.8B) and JPMorgan Chase & Co. ($3.7B). 7 famous investors held it, including Ken Fisher (3.1% of Fisher Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024

InstitutionsTotal Value
New Positions77$261.5M
Exits75$74.7M

All 13F filers, Q1 2024 → Q2 2024: 37,355,273 shares bought and 35,030,671 shares sold, net +2,324,602 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,056 holders

Fisher Asset Management 3.12% Add +8.4% 89,836,120 $7.2B
Bank of America Corp. 0.46% Add +0.1% 59,961,042 $4.8B
JPMorgan Chase & Co. 0.32% Reduce -26.5% 46,031,541 $3.7B
Creative Planning 2.02% Add +1.1% 23,672,489 $1.9B
Prudential PLC 12.60% Add +81.9% 22,681,050 $1.8B
Morgan Stanley 0.08% Add +4.3% 13,571,168 $1.1B
Japan Science & Technology Agency 13.46% Reduce -29.3% 12,128,000 $969.4M
Goldman Sachs Group Inc. 0.18% Reduce -3.2% 11,372,408 $909.0M
Royal Bank of Canada 0.21% Add +4.8% 10,837,181 $866.2M
LPL Financial LLC 0.41% Add +0.7% 10,363,537 $828.4M
Envestnet Asset Management Inc. 0.28% Add +41.0% 10,027,030 $801.5M
Wells Fargo & Company 0.16% Reduce -0.8% 7,931,198 $633.9M
Ameriprise Financial Inc. 0.16% Reduce -6.3% 7,345,381 $587.1M
Charles Schwab Investment Management Inc. 0.09% Add +2.2% 6,154,312 $491.9M
Johns Hopkins University 14.96% Reduce -20.3% 4,687,473 $374.7M
State of Tennessee, Department of Treasury 1.11% Add +4.9% 3,780,222 $302.2M
Nepc LLC 9.92% Add +7.3% 3,763,505 $300.8M
Vanguard Group Inc. 0.01% Add +4.7% 3,564,622 $284.9M
PNC Financial Services Group, Inc. 0.19% Add +299.6% 3,532,739 $282.4M
UBS Group AG 0.07% Add +5.4% 2,846,274 $227.5M
Varma Mutual Pension Insurance Co 1.73% No change 2,700,000 $215.8M
Blue Trust, Inc. 2.83% Reduce -0.3% 2,563,287 $206.4M
Manufacturers Life Insurance Company, The 0.17% Reduce -18.8% 2,318,762 $185.7M
Raymond James & Associates 0.11% Add +3.7% 2,050,252 $163.9M
Baird Financial Group, Inc. 0.33% Add +8.8% 2,007,253 $160.4M
Corient Private Wealth LP 0.28% Add +2.4% 1,976,469 $158.0M
First Interstate Bank 9.74% Add +3.6% 1,835,189 $146.7M
American Family Investments, Inc. 10.05% — 1,727,000 $138.0M
Bank of New York Mellon Corp 0.03% Add +4.6% 1,705,190 $136.3M
Jane Street Group, LLC 0.15% Add +128.9% 1,683,716 $134.6M
State Farm Mutual Automobile Insurance Co. 0.12% No change 1,612,000 $128.8M
Public Sector Pension Investment Board 0.81% New 1,600,000 $127.9M
Raymond James Financial Services Advisors, Inc. 0.18% Add +4.9% 1,551,257 $124.0M
Commonwealth Equity Services, LLC 0.18% Add +3.6% 1,410,373 $112.7M
RiverFront Investment Group, LLC 3.00% Reduce 0.0% 1,406,327 $112.4M
Janney Montgomery Scott LLC 0.34% Reduce -4.0% 1,394,916 $111.5M
Great Valley Advisor Group, Inc. 3.12% Add +5.8% 1,394,118 $111.4M
Bank of Montreal 0.03% Add +121.4% 1,268,991 $102.0M
Members Trust Co 2.99% Reduce -0.4% 1,232,428 $98.5M
Harel Insurance Investments & Financial Services Ltd. 1.84% No change 1,220,571 $97.6M
Townsquare Capital LLC 1.26% Add +59.5% 1,159,979 $92.7M
Citigroup Inc. 0.09% Add +61.0% 1,157,863 $92.5M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.78% Add +1.3% 1,153,284 $92.2M
Facet Wealth, Inc. 2.81% Add +10.3% 1,126,287 $91.5M
Aozora Bank, LTD. 93.13% No change 1,090,000 $87.1M
Assetmark, Inc. 0.26% Reduce -16.0% 1,054,207 $84.3M
Truist Financial Corp. 0.12% Reduce -2.5% 947,039 $75.7M
Liberty Mutual Group Asset Management Inc. 10.47% No change 890,000 $71.1M
Rebalance, LLC 5.67% Add +4.3% 881,716 $70.5M
Equitable Holdings, Inc. 0.74% Add +5.3% 878,712 $70.2M
Strategic Financial Services, Inc. 4.44% Add +2.0% 877,153 $70.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Reduce -5.5% 872,100 $69.1M
Capital Advantage, Inc. 13.33% Add +5.9% 807,728 $65.0M
1832 Asset Management L.P. 0.11% Reduce -0.9% 761,872 $60.9M
HighTower Advisors, LLC 0.09% Add +7.4% 761,008 $60.8M
WestEnd Advisors, LLC 1.55% Reduce -2.5% 752,237 $60.1M
Cape Cod Five Cents Savings Bank 5.45% Add +14.2% 703,887 $56.3M
Keybank National Association 0.22% Add +1.6% 681,851 $54.5M
Patriot Investment Management Group, Inc. 4.21% Add +2.7% 673,384 $53.8M
American Century Companies Inc. 0.03% Add +8.8% 638,300 $51.0M
Cetera Investment Advisers 0.12% Add +13.3% 635,941 $50.8M
Bartlett & Co. Wealth Management LLC 0.76% Add +0.6% 630,002 $50.4M
Focus Partners Wealth 0.17% Add +38.2% 626,839 $50.1M
Davidson Capital Management Inc. 15.26% Add +27.2% 619,269 $49.5M
BlackRock Inc. 0.00% Reduce -0.0% 612,092 $48.9M
Benjamin F. Edwards & Company, Inc. 0.85% Add +1.4% 604,458 $48.3M
Thrivent Financial for Lutherans 0.09% Add +12.0% 572,943 $45.8M
Brandywine Oak Private Wealth LLC 4.46% Add +3.3% 542,250 $43.3M
Dodds Wealth, LLC 16.87% Add +3.3% 537,440 $43.2M
Legacy Edge Advisors, LLC 7.62% Add +14.4% 517,464 $41.4M
D. E. Shaw & Co. 0.06% Reduce -89.8% 509,800 $40.7M
Advisory Alpha, LLC 1.59% Add +44.5% 506,229 $40.5M
Southern Farm Bureau Life Insurance 6.40% No change 487,736 $39.0M
Evergreen Advisors, LLC 11.66% Add +2.2% 487,153 $38.9M
Sequoia Financial Advisors, LLC 0.46% Reduce -27.6% 481,166 $38.5M
Lebenthal Global Advisors, LLC 8.32% Reduce -4.3% 474,682 $37.9M
Arista Wealth Management, LLC 9.96% Add +166.5% 473,542 $37.9M
Busey Bank 1.29% Add +7.1% 472,402 $37.8M
Hilton Capital Management, LLC 3.15% Add +9.3% 465,535 $37.2M
Essex LLC 8.29% Add +30.5% 463,465 $37.0M
Stifel Financial Corp. 0.04% Add +3.5% 456,491 $36.5M
Osaic Holdings, Inc. 0.09% Reduce -10.5% 453,982 $36.3M
Mirae Asset Global Investments Co., Ltd. 0.18% Add +10.4% 450,543 $36.1M
DecisionPoint Financial, LLC 11.91% Add +4.1% 434,913 $35.5M
Hudock, Inc. 6.59% Add +15.2% 441,856 $35.3M
Scotia Capital Inc. 0.20% Add +1.0% 436,173 $34.9M
Howe & Rusling Inc. 3.17% Add +18.4% 434,285 $34.7M
Financial Advisory Partners, LLC 12.49% Add +22.8% 417,791 $33.4M
MilWealth Group LLC 10.30% Add +2.8% 408,449 $32.6M
Bishop & Co Investment Management, LLC 19.65% Add +4.2% 405,214 $32.4M
Hanson & Doremus Investment Management 5.33% Add +6.8% 397,729 $31.8M
Bessemer Group Inc. 0.05% Add +5.9% 387,054 $30.9M
Mitsubishi UFJ Trust & Banking Corp 0.07% No change 385,230 $30.8M
Cypress Financial Planning LLC 12.73% Reduce -1.8% 380,661 $30.4M
Principal Financial Group Inc. 0.02% Reduce -14.9% 375,987 $30.1M
1834 Investment Advisors Co. 3.58% Add +3.4% 371,936 $29.7M
Smith Anglin Financial, LLC 2.99% Add +4.8% 369,646 $29.5M
Waverly Advisors, LLC 0.58% Add +13.3% 368,126 $29.4M
Steele Capital Management, Inc. 1.62% Add +1.3% 363,742 $29.1M
Focused Wealth Management, Inc 4.14% Add +5.7% 352,154 $28.1M
American Financial Advisors, LLC 3.99% Add +30.2% 350,950 $28.1M
Deutsche Bank AG 0.01% Add +285.6% 348,072 $27.8M
Penserra Capital Management LLC 0.34% Add +5.5% 340,913 $27.2M
Marion Wealth Management 7.97% Add +1.0% 339,401 $27.1M
GDS Wealth Management 2.94% Add +95.3% 335,877 $26.8M
Capital Advisors Wealth Management, LLC 5.29% Add +4.7% 334,556 $26.7M
Badgley Phelps Wealth Managers, LLC 0.66% Add +1.0% 334,240 $26.7M
Stonebridge Capital Advisors LLC 2.33% Add +34.0% 331,337 $26.5M
Mariner, LLC 0.05% Add +0.1% 315,493 $25.2M
Alliancebernstein L.P. 0.01% Add +1.7% 311,123 $24.9M
Iron Gate Global Advisors LLC 4.15% Add +16.1% 307,888 $24.6M
Invesco Ltd. 0.01% Add +139.0% 303,381 $24.2M
Old National Bancorp 0.56% Add +7.6% 299,333 $23.9M
Fiducient Advisors LLC 3.29% Reduce -31.0% 298,061 $23.8M
Rehmann Capital Advisory Group 1.69% Add +7.7% 295,805 $23.6M
Victory Capital Management Inc. 0.02% Add +3.0% 288,017 $23.0M
Advisors Capital Management, LLC 0.40% Add +6.5% 286,521 $22.9M
Strategic Wealth Investment Group, LLC 2.78% — 277,680 $22.0M
First Pacific Financial 5.65% Add +6.2% 275,356 $22.0M
Berkeley Capital Partners, LLC 6.62% Reduce -1.2% 275,052 $22.0M
Meridian Management Co. 5.94% Add +2.7% 270,671 $21.6M
CBIZ Investment Advisory Services, LLC 1.20% Reduce -42.1% 267,133 $21.4M
NewEdge Advisors, LLC 0.16% Add +26.1% 266,514 $21.3M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -14.9% 258,407 $20.7M
MML Investors Services, LLC 0.08% Add +3.7% 258,133 $20.6M
Iron Horse Wealth Management, LLC 7.86% Add +3.2% 257,571 $20.6M
Venturi Wealth Management, LLC 1.22% Add +5.5% 257,517 $20.6M
Full Sail Capital, LLC 1.34% Add +8.1% 248,557 $19.9M
Sanctuary Advisors, LLC 0.14% — 252,022 $19.8M
25 LLC 9.36% Add +8.6% 246,602 $19.7M
Rakuten Investment Management, Inc. 0.13% Reduce -1.7% 242,867 $19.5M
Towerpoint Wealth, LLC 9.66% Add +3.6% 242,092 $19.4M
Composition Wealth, LLC 0.46% Reduce -37.6% 235,346 $18.8M
NewEdge Wealth, LLC 0.40% Add +0.1% 231,677 $18.5M
Hassell Wealth Management, LLC 8.22% New 225,786 $18.3M
Allen Investment Management, LLC 0.22% Add +0.8% 226,108 $18.1M
Winch Advisory Services, LLC 5.15% Add +2.6% 225,405 $18.0M
Parallel Advisors, LLC 0.46% Reduce -0.3% 224,789 $18.0M
RKL Wealth Management LLC 1.70% Add +0.6% 220,064 $17.6M
Envestnet Portfolio Solutions, Inc. 0.06% Add +3.2% 218,963 $17.5M
Petix & Botte Co 4.92% Add +61.7% 217,159 $17.4M
Vise Technologies, Inc. 3.04% Add +12.3% 216,986 $17.3M
Phillips Financial Management, LLC 1.39% Add +1.0% 211,024 $16.9M
Rosenberg Matthew Hamilton 4.93% Add +23.4% 210,613 $16.7M
American Trust 1.35% Add +284.5% 206,233 $16.5M
St Germain D J Co. Inc. 0.79% Reduce -5.2% 205,308 $16.4M
Bragg Financial Advisors, Inc 0.72% Add +5.3% 202,036 $16.1M
TD Private Client Wealth LLC 0.51% Add +16.5% 201,851 $16.1M
Comerica Bank 0.07% Add +14.9% 201,398 $16.1M
Global Wealth Management Investment Advisory, Inc. 3.71% Add +26.7% 199,308 $15.9M
Newton One Investments LLC 6.78% Add +9.9% 196,718 $15.7M
Wealthfront Advisers LLC 0.05% Add +6.1% 195,148 $15.6M
SMI Advisory Services, LLC 3.85% Add +34.8% 193,863 $15.6M
Private Advisor Group, LLC 0.10% Add +64.6% 193,120 $15.4M
Exencial Wealth Advisors, LLC 0.58% Add +1.6% 192,476 $15.4M
Flputnam Investment Management Co. 0.29% Add +7.8% 192,220 $15.4M
Qube Research & Technologies Ltd 0.03% Add +8.7% 192,115 $15.4M
TAGStone Capital, Inc. 8.60% Add +3.2% 189,750 $15.2M
Financial Freedom, LLC 8.58% Add +2.5% 189,026 $15.1M
Steward Partners Investment Advisory, LLC 0.16% Add +0.1% 188,732 $15.1M
White Lighthouse Investment Management Inc. 2.89% Add +10.4% 187,715 $15.0M
GoalFusion Wealth Management, LLC 9.13% New 183,805 $14.7M
M Holdings Securities, Inc. 1.90% Add +7.1% 183,423 $14.7M
Alpha Cubed Investments, LLC 0.70% Add +6.1% 182,479 $14.6M
United Services Automobile Association 0.37% No change 182,280 $14.6M
Modera Wealth Management, LLC 0.21% Add +16.4% 181,328 $14.5M
Susquehanna International Group, LLP 0.03% Reduce -4.5% 179,792 $14.4M
Rockefeller Capital Management L.P. 0.04% Reduce -55.2% 179,424 $14.3M
Mercer Global Advisors Inc. 0.04% Reduce -32.1% 177,130 $14.2M
WESCAP Management Group, Inc. 4.01% Add +6.9% 176,998 $14.1M
Nisa Investment Advisors, LLC 0.09% Reduce -45.5% 173,853 $13.9M
Avior Wealth Management, LLC 0.60% Add +4.2% 173,818 $13.9M
Ameritas Investment Partners, Inc. 0.48% Add +13.3% 173,267 $13.8M
Park Avenue Securities LLC 0.17% Add +6.0% 172,288 $13.8M
Power Wealth Management LLC 6.56% Add +89.4% 171,797 $13.7M
JT Stratford LLC 2.54% Add +35.8% 170,515 $13.6M
Market Street Wealth Management Advisors LLC 2.33% Add +4.3% 170,251 $13.6M
Pacific Wealth Management 6.48% Add +3.9% 159,357 $12.7M
First National Trust Co 0.52% Add +5.8% 158,258 $12.6M
Wooster Corthell Wealth Management, Inc. 2.82% Add +1.0% 156,179 $12.5M
Oakwell Private Wealth Management, LLC 3.48% Add +9.0% 154,214 $12.3M
Cordant, Inc. 6.84% Add +2.1% 153,054 $12.2M
Financial Futures Ltd Liability Co. 7.56% Reduce -0.3% 152,409 $12.2M
Raymond James Trust N.A. 0.28% Add +7.9% 151,179 $12.1M
Merit Financial Group, LLC 0.26% Reduce -2.2% 149,151 $11.9M
Diversify Advisory Services, LLC 0.65% Add +50.7% 147,745 $11.9M
Trek Financial, LLC 0.93% Add +4.8% 147,038 $11.8M
Principal Securities, Inc. 0.32% Reduce -0.3% 146,989 $11.7M
Old Mission Capital LLC 0.31% New 145,774 $11.7M
Roundview Capital LLC 0.92% Add +5.1% 145,593 $11.6M
Wealth Enhancement Advisory Services, LLC 0.03% Add +9.5% 144,490 $11.5M
Orion Porfolio Solutions, LLC 0.12% Reduce -4.2% 142,939 $11.4M
Orion Portfolio Solutions, LLC 0.12% Reduce -4.2% 142,939 $11.4M
Apella Capital, LLC 0.51% Add +8.9% 141,594 $11.4M
Global Retirement Partners, LLC 0.35% Reduce -0.4% 140,881 $11.3M
Cornerstone Wealth Management, LLC 0.85% Add +17.1% 138,553 $11.1M
Equita Financial Network, Inc. 4.60% Add +13.6% 137,843 $11.0M
NorthCrest Asset Manangement, LLC 0.36% Reduce -0.5% 137,484 $11.0M
Sagace Wealth Management LLC 10.74% — 135,668 $11.0M
LPF Advisors LLC 10.05% Add +3.9% 136,310 $10.9M
Atria Wealth Solutions, Inc. 0.12% Reduce -5.7% 133,427 $10.7M
Shotwell Rutter Baer Inc 9.29% New 130,416 $10.5M
Checchi Capital Advisers, LLC 0.83% Add +3.5% 131,109 $10.5M
Hall Capital Management Co. Inc. 4.97% Add +7.8% 130,501 $10.4M
Meeder Advisory Services, Inc. 0.73% Add +25.9% 128,594 $10.3M
Galvin, Gaustad & Stein, LLC 0.95% Reduce -2.6% 126,650 $10.1M
Balyasny Asset Management L.P. 0.03% Add +61.3% 126,527 $10.1M
Cantor Fitzgerald Investment Advisors L.P. 0.75% Add +0.5% 121,605 $9.7M
Financial Management Network Inc. 2.32% Add +33.0% 120,172 $9.7M
Seaside Wealth Management, Inc. 3.98% Add +23.1% 120,048 $9.6M
Peak Financial Management, Inc. 3.00% Add +3.6% 119,784 $9.6M
PFG Advisors 0.65% Add +9.3% 119,595 $9.6M
West Financial Advisors, LLC 1.98% Add +2.6% 119,363 $9.5M
Prevail Innovative Wealth Advisors, LLC 3.37% Add +6.1% 119,236 $9.5M
Luminvest Wealth Management LLC 4.42% Add +32.4% 116,065 $9.4M
Guggenheim Capital LLC 0.07% Reduce -2.8% 117,535 $9.4M
Coyle Financial Counsel LLC 3.35% No change 116,197 $9.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -39.0% 116,913 $9.3M
NYL Investors LLC 0.67% Add +0.5% 116,800 $9.3M
Integrated Wealth Concepts LLC 0.13% Reduce -48.3% 116,575 $9.3M
Fortis Capital Management LLC 1.98% Add +0.7% 115,904 $9.3M
Cresset Asset Management, LLC 0.04% Add +0.6% 115,779 $9.3M
Cambridge Advisors Inc. 2.08% Add +4.3% 112,063 $9.0M
NorthCoast Asset Management LLC 0.08% Add +18.9% 111,619 $8.9M
Latigo Investments, LLC 4.53% Add +0.5% 110,787 $8.9M
US Financial Advisors, LLC 2.96% Add +6.4% 110,559 $8.8M
BNP Paribas 0.44% Add +7785.9% 110,481 $8.8M
MassMutual Private Wealth & Trust, FSB 0.27% Add +2.5% 109,397 $8.7M
Sigma Investment Counselors Inc. 0.53% Add +3.0% 106,847 $8.5M
Kestra Advisory Services, LLC 0.05% Add +21.8% 106,602 $8.5M
Winthrop Capital Management, LLC 4.24% Add +2.8% 106,147 $8.5M
Fagan Associates, Inc. 1.48% Reduce -2.0% 106,040 $8.5M
Prudential Financial Inc. 0.01% Reduce -7.9% 105,966 $8.5M
Y.D. More Investments Ltd 0.86% Add +6.4% 104,985 $8.4M
Curbstone Financial Management Corp 1.79% Reduce -0.8% 103,132 $8.2M
Jones Financial Companies LLLP 0.01% Add +73.5% 101,871 $8.1M
Hurlow Wealth Management Group, Inc. 2.79% Add +14.2% 101,750 $8.1M
CMH Wealth Management LLC 1.98% Reduce -2.1% 100,589 $8.0M
Financial Advocates Investment Management 0.50% Add +2.4% 99,932 $8.0M
Pioneer Wealth Management Group 4.22% Add +8.2% 99,489 $8.0M
Whittier Trust Co. 0.11% Reduce -10.2% 97,905 $7.8M
Integrated Advisors Network LLC 0.39% Add +4.7% 95,690 $7.6M
Allworth Financial LP 0.05% Reduce -7.0% 94,082 $7.6M
Lauer Wealth, LLC 5.91% Add +10.2% 92,238 $7.5M
Covington Investment Advisors Inc. 1.19% Add +1.9% 92,898 $7.4M
AQR Capital Management 0.01% Add +0.3% 92,678 $7.4M
FLC Capital Advisors 1.82% Reduce -7.9% 92,356 $7.4M
Family CFO Inc 4.50% Add +4.3% 91,517 $7.3M
Gunma Bank,Ltd. 6.00% New 90,000 $7.2M
TPG Financial Advisors, LLC 3.37% — 89,079 $7.1M
Gibbs Wealth Management 2.85% Add +35.3% 87,960 $7.0M
Greenwood Gearhart LLC 0.66% Reduce -0.8% 87,573 $7.0M
Ashton Thomas Securities, LLC 1.67% — 86,245 $6.9M
Country Trust Bank 0.17% No change 86,500 $6.9M
Dynamic Advisor Solutions LLC 0.22% Add +5.2% 86,347 $6.9M
Rooted Wealth Advisors, Inc. 3.04% Add +13.9% 85,189 $6.9M
OneDigital Investment Advisors LLC 0.09% Add +91.2% 85,758 $6.9M
Anchor Capital Advisors LLC 0.19% Reduce -6.2% 85,683 $6.8M
CENTRAL TRUST Co 0.17% Add +1.5% 85,218 $6.8M
Evergreen Capital Management LLC 0.24% Add +1.9% 83,067 $6.6M
Concurrent Investment Advisors, LLC 0.22% Add +8.3% 82,804 $6.6M
Avantax Advisory Services, Inc. 0.05% Add +26.7% 82,740 $6.6M
Northland Capital Management LLC 4.62% Add +2.5% 82,626 $6.6M
DAVENPORT & Co LLC 0.04% Reduce -4.2% 81,876 $6.5M
Stone Summit Wealth LLC 2.34% Add +17.9% 81,654 $6.5M
Vident Advisory, LLC 0.18% New 81,567 $6.5M
Stratos Wealth Advisors, LLC 0.32% Add +0.1% 81,324 $6.5M
First American Trust, FSB 0.65% Add +2.6% 80,514 $6.4M
Stephens Inc. 0.10% Add +6.3% 80,386 $6.4M
Whittier Trust Co. of Nevada Inc. 0.18% Reduce -22.5% 80,232 $6.4M
Charles Schwab Trust Co 0.59% Add +42.6% 80,064 $6.4M
Captrust Financial Advisors 0.02% Reduce -6.0% 79,345 $6.3M
Headinvest, LLC 1.25% Add +9.0% 79,167 $6.3M
Squarepoint Ops LLC 0.02% Reduce -58.1% 79,136 $6.3M
Osborne Partners Capital Management, LLC 0.38% Add +3.2% 78,900 $6.3M
Erickson Financial Group, LLC 4.80% Add +0.9% 78,722 $6.3M
Renaissance Technologies 0.01% New 78,300 $6.3M
Matrix Trust Co 1.41% Reduce -0.7% 78,039 $6.2M
Divergent Planning, LLC 2.48% Reduce -69.2% 77,683 $6.2M
Kestra Private Wealth Services, LLC 0.12% Add +3.8% 76,355 $6.1M
Morton Brown Family Wealth, LLC 2.41% Add +21.5% 75,375 $6.1M
Meridian Wealth Management, LLC 0.73% New 76,315 $6.1M
Van Strum & Towne Inc. 2.17% Reduce -0.2% 74,808 $6.0M
Verde Capital Management 1.88% New 73,948 $5.9M
Monument Capital Management 1.74% Add +24.2% 73,879 $5.9M
W.H. Cornerstone Investments Inc. 4.18% Add +32.1% 73,790 $5.9M
Oppenheimer & Co. Inc. 0.09% Add +12.4% 73,678 $5.9M
Yoder Wealth Management, Inc. 3.76% Reduce -1.0% 72,588 $5.8M
Powers Advisory Group, LLC 3.14% Add +16.1% 72,069 $5.8M
49 Wealth Management, LLC 1.13% New 72,164 $5.7M
Parkside Advisors LLC 1.43% Add +4.2% 70,213 $5.6M
Naviter Wealth, LLC 0.84% Add +4.0% 70,129 $5.6M
Conscious Wealth Investments, LLC 3.98% Reduce -2.3% 68,489 $5.5M
Belpointe Asset Management LLC 0.38% Add +7.2% 68,635 $5.5M
Capasso Planning Partners LLC 1.78% Add +2.9% 68,463 $5.5M
Telos Capital Management, Inc. 0.61% Add +0.4% 68,398 $5.5M
Summit Financial, LLC 0.25% Add +38.0% 68,335 $5.5M
Altus Wealth Group LLC 2.72% Add +87.0% 67,942 $5.4M
Pathstone Holdings, LLC 0.02% Reduce -1.2% 67,649 $5.4M
Adams Wealth Management 1.24% Add +11.4% 67,583 $5.4M
CacheTech Inc. 1.24% — 67,583 $5.4M
SevenBridge Financial Group, LLC 1.18% Add +2.5% 65,522 $5.4M
Mma Asset Management LLC 2.48% Add +5.6% 66,272 $5.3M
Virtue Capital Management, LLC 0.91% Add +0.7% 65,378 $5.3M
Partners in Financial Planning 1.08% Add +20.4% 62,232 $5.0M
Juncture Wealth Strategies, LLC 2.08% Add +6.5% 62,081 $5.0M
Sage Rhino Capital LLC 1.17% Add +4.0% 61,254 $4.9M
Blair William & Co. 0.01% Add +128.3% 60,904 $4.9M
O'ROURKE & COMPANY, Inc 2.66% Reduce -7.2% 53,130 $4.7M
J.W. Cole Advisors, Inc. 0.22% Add +12.8% 58,890 $4.7M
Farrell Financial LLC 3.63% Add +13.4% 58,358 $4.7M
Veridan Wealth LLC 1.87% — 56,208 $4.7M
Pinnacle Financial Partners Inc 0.10% Add +1.1% 58,221 $4.7M
Hoylecohen, LLC 0.35% New 57,735 $4.6M
United Capital Financial Advisors, LLC 0.04% Add +26.3% 57,628 $4.6M
Florida Trust Wealth Management Co 0.16% Add +43.6% 57,293 $4.6M
Sheets Smith Wealth Management 0.54% Reduce -0.0% 56,745 $4.5M
Auour Investments LLC 1.69% Add +0.3% 56,647 $4.5M
Atria Investments, Inc 0.06% Reduce -6.8% 56,073 $4.5M
Compagnie Lombard Odier SCmA 0.08% Reduce -9.0% 55,522 $4.4M
KMG Fiduciary Partners, LLC 0.43% Add +5.7% 55,324 $4.4M
Arvest Investments, Inc. 0.70% Add +12.4% 54,360 $4.3M
XML Financial, LLC 0.44% Add +8.4% 54,311 $4.3M
Independent Advisor Alliance 0.15% Add +57.1% 53,812 $4.3M
Stelac Advisory Services LLC 1.80% Add +16.6% 53,760 $4.3M
Crabel Capital Management, LLC 5.15% Add +20.7% 52,505 $4.2M
Cascade Wealth Advisors, Inc 3.10% Add +219.3% 51,987 $4.2M
Palouse Capital Management, Inc. 2.80% Reduce -1.4% 52,208 $4.2M
Mgo One Seven LLC 0.20% Add +2.0% 52,049 $4.2M
Revisor Wealth Management LLC 2.85% Reduce -26.5% 51,406 $4.1M
Greenleaf Trust 0.04% Reduce -86.8% 51,344 $4.1M
Cascade Financial Partners, LLC 0.54% Reduce -9.1% 51,280 $4.1M
Cerity Partners LLC 0.01% Reduce -10.8% 50,860 $4.1M
SWAN Capital LLC 2.21% Reduce -17.9% 50,784 $4.1M
Manning & Napier Advisors LLC 0.05% — 50,756 $4.1M
Daiwa Securities Group Inc. 0.02% Add +8.0% 50,290 $4.0M
Centiva Capital, LP 0.20% New 50,000 $4.0M
Ami Investment Management Inc. 1.39% Reduce -2.5% 49,837 $4.0M
Citadel Advisors 0.00% Reduce -86.9% 49,516 $4.0M
Koshinski Asset Management, Inc. 0.37% Add +98.2% 49,012 $3.9M
Bay Rivers Group 2.05% Add +11.3% 49,269 $3.9M
Rathbones Group PLC 0.02% Reduce -6.4% 49,268 $3.9M
Benjamin Edwards Inc. 0.75% Add +1.0% 48,970 $3.9M
Visionary Wealth Advisors 0.26% Add +3.7% 48,916 $3.9M
Bull Street Advisors, LLC 1.85% Reduce -0.9% 48,060 $3.8M
Allspring Global Investments Holdings, LLC 0.01% No change 47,561 $3.8M
Sumitomo Mitsui Financial Group, Inc. 0.12% Add +2.8% 47,559 $3.8M
Viawealth, LLC 2.33% Add +17.4% 46,960 $3.8M
MBE Wealth Management, LLC 2.26% No change 46,811 $3.7M
Wunderlich Capital Managemnt 1.66% Add +1.1% 46,551 $3.7M
Passumpsic Savings Bank 2.67% Add +37.0% 46,539 $3.7M
REDW Wealth LLC 0.96% Add +19.5% 45,995 $3.7M
National Bank of Canada 0.01% Reduce -87.5% 46,267 $3.7M
Websterrogers Financial Advisors, LLC 1.29% Add +5.2% 45,379 $3.6M
Transcendent Capital Group LLC 2.06% Add +0.7% 44,799 $3.6M
Farmers & Merchants Trust Co of Chambersburg PA 1.45% Add +4.7% 44,792 $3.6M
Sigma Planning Corp 0.11% Reduce -4.5% 44,611 $3.6M
Montag A & Associates Inc. 0.18% Add +0.9% 44,570 $3.6M
Level Four Advisory Services, LLC 0.16% Add +82.9% 44,335 $3.5M
Lowe Brockenbrough & Co. Inc. 0.23% Add +7.5% 44,002 $3.5M
&partners 0.15% New 43,622 $3.5M
Braun-Bostich & Associates Inc. 2.59% Add +98.0% 43,593 $3.5M
BetterWealth, LLC 1.11% Add +6.7% 43,551 $3.5M
Rosenblum Silverman Sutton S F Inc. 0.93% Add +22.5% 43,385 $3.5M
Millennium Management 0.00% Add +76.0% 43,226 $3.5M
Breakwater Capital Group 0.78% Reduce -7.8% 43,054 $3.4M
Pictet North America Advisors SA 0.37% Reduce -6.1% 42,893 $3.4M
Portside Wealth Group, LLC 0.65% Add +40.4% 42,778 $3.4M
Drive Wealth Management, LLC 0.91% Add +20.8% 42,240 $3.4M
BIP Wealth, LLC 0.28% Reduce -9.8% 42,215 $3.4M
MIdWestOne Financial Group, Inc. 0.60% Add +7.3% 41,767 $3.3M
Cypress Wealth Services, LLC 0.74% Add +0.0% 41,514 $3.3M
Bordeaux Wealth Advisors LLC 0.63% New 40,907 $3.3M
Better Money Decisions, LLC 2.44% Add +7.9% 40,539 $3.2M
Ameritas Advisory Services, LLC 0.12% Add +3.5% 40,289 $3.2M
Strategic Financial Partners, Ltd. 1.77% Reduce -7.2% 40,109 $3.2M
CRA Financial Services, LLC 0.63% Add +33.2% 39,285 $3.1M
OneAscent Financial Services LLC 0.43% Add +4.1% 39,039 $3.1M
Perennial Advisors, LLC 0.70% Add +1.6% 39,028 $3.1M
Annapolis Financial Services, LLC 1.01% Reduce -9.3% 39,021 $3.1M
McNaughton Wealth Management, LLC 1.63% Add +8.9% 38,429 $3.1M
HUB Investment Partners, LLC 0.15% Add +3.4% 38,059 $3.0M
Betterment LLC 0.01% Reduce -7.2% 37,950 $3.0M
CGN Advisors LLC 0.35% Add +25.6% 37,833 $3.0M
Yeomans Consulting Group, Inc. 1.14% Reduce -3.0% 36,901 $2.9M
Lion Street Advisors, LLC 1.09% Add +8.3% 36,703 $2.9M
Stratos Wealth Partners, LTD. 0.05% Add +1.3% 36,635 $2.9M
Seven Mile Advisory 2.13% Reduce -1.3% 36,201 $2.9M
Stonebridge Financial Planning Group, LLC 1.45% Add +146.1% 36,121 $2.9M
Keebeck Wealth Management 0.42% No change 36,000 $2.9M
Delta Financial Group, Inc. 1.20% Add +108.2% 35,815 $2.9M
Marietta Wealth Management, LLC 0.45% Add +2.5% 35,782 $2.9M
German American Bancorp, Inc. 0.32% Add +22.9% 35,358 $2.8M
Wealthspire Retirement, LLC 0.23% Add +1.9% 34,992 $2.8M
Crewe Advisors LLC 0.31% Add +35.0% 34,845 $2.8M
Signature Estate & Investment Advisors LLC 0.07% New 34,235 $2.7M
DDFG, Inc 0.84% Add +4.2% 34,161 $2.7M
Creative Financial Designs Inc. 0.24% Reduce -0.9% 33,998 $2.7M
Rockbridge Investment Management, LCC 0.38% Add +0.0% 33,812 $2.7M
Counterweight Ventures, LLC 2.03% Add +9.7% 33,586 $2.7M
Lanark Financial, Inc. 0.24% Reduce -0.4% 33,534 $2.7M
Oak Hill Wealth Advisors, LLC 0.81% — 33,517 $2.7M
Buska Wealth Management, LLC 1.06% Add +33.0% 33,399 $2.7M
Hofer & Associates. Inc 2.06% Add +3.2% 33,213 $2.7M
Proquility Private Wealth Partners, LLC 0.90% Add +2.0% 33,189 $2.7M
GeoWealth Management, LLC 0.11% Reduce -15.1% 33,007 $2.6M
Pinebridge Investments, L.P. 0.02% Reduce -24.8% 32,267 $2.6M
Bray Capital Advisors 0.65% Add +4.0% 32,219 $2.6M
Prepared Retirement Institute LLC 1.66% New 31,322 $2.5M
Faithward Advisors, LLC 0.45% Reduce -4.4% 31,106 $2.5M
Prospect Financial Services LLC 1.91% Add +38.7% 31,061 $2.5M
Sykon Capital LLC 0.92% Reduce -22.8% 30,430 $2.4M
Wellington Wealth Strategies, LLC. 10.17% Add +125.4% 30,355 $2.4M
Carl P. Sherr & Co., LLC 1.35% Add +0.0% 30,309 $2.4M
Horizon Financial Services, LLC 1.49% Add +1.3% 29,406 $2.4M
Parsons Capital Management Inc. 0.16% Reduce -4.5% 29,120 $2.3M
SC&H Financial Advisors, Inc. 0.57% Add +0.8% 28,990 $2.3M
Fifth Third Securities, Inc. 0.21% Add +88.1% 28,881 $2.3M
Founders Financial Securities LLC 0.22% Add +5.2% 28,618 $2.3M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -20.9% 28,421 $2.3M
Pine Valley Investments Ltd Liability Co 0.17% Reduce -4.8% 28,389 $2.3M
IFG Advisory, LLC 0.15% Add +52.3% 28,259 $2.3M
Life Planning Partners, Inc 2.05% Add +8.3% 28,256 $2.3M
Horizon Investments, LLC 0.06% Add +4.5% 28,407 $2.3M
Farther Finance Advisors, LLC 0.11% Reduce -61.9% 28,364 $2.2M
Foster Group, Inc. 0.09% Add +6.2% 28,135 $2.2M
Ironwood Investment Counsel, LLC 0.40% Add +1.5% 28,098 $2.2M
PFG Investments, LLC 0.16% Reduce -28.0% 27,921 $2.2M
Gladstone Institutional Advisory LLC 0.12% Add +6.0% 27,835 $2.2M
Seamount Financial Group Inc. 1.81% Reduce -0.2% 27,776 $2.2M
Advisory Research Inc. 0.42% No change 27,713 $2.2M
Resona Asset Management Co.,Ltd. 0.01% Reduce -25.9% 27,685 $2.2M
Bryn Mawr Trust Advisors, LLC 0.12% Add +3.4% 27,224 $2.2M
W1M Asset Management Ltd 0.18% Reduce -1.9% 27,183 $2.2M
Hillcrest Wealth Advisors - NY, LLC 1.16% Reduce -1.9% 27,030 $2.2M
Transcend Capital Advisors, LLC 0.16% Add +1.1% 26,971 $2.2M
Heritage Trust Co 0.28% Reduce -3.8% 26,921 $2.2M
Semmax Financial Advisors Inc. 0.64% Add +8.9% 25,944 $2.1M
Freedom Investment Management, Inc. 0.17% Add +12.1% 26,724 $2.1M
Man Group plc 0.01% Add +13.3% 26,111 $2.1M
Topel & Distasi Wealth Management, LLC 0.89% Add +4.5% 25,367 $2.0M
Sandy Spring Bank 0.09% Add +1.0% 25,278 $2.0M
Cardiff Park Advisors, LLC 0.19% Add +4.5% 25,254 $2.0M
Brookstone Capital Management 0.03% Add +7.7% 24,812 $2.0M
Hobbs Group Advisors, LLC 0.77% — 25,185 $2.0M
Orcam Financial Group 2.15% Reduce -7.7% 25,102 $2.0M
AXS Investments LLC 0.55% New 24,820 $2.0M
US Bancorp \de 0.00% Add +7.0% 24,572 $2.0M
AE Wealth Management LLC 0.02% Add +61.9% 24,473 $2.0M
OxenFree Capital LLC 1.70% Reduce -6.5% 24,398 $2.0M
Community Financial Services Group, LLC 0.42% Reduce -30.2% 24,362 $1.9M
Axxcess Wealth Management, LLC 0.05% Reduce -2.9% 24,324 $1.9M
Greenwich Wealth Management LLC 0.14% Add +2.1% 23,997 $1.9M
Mosaic Family Wealth Partners, LLC 0.31% Add +8.0% 23,899 $1.9M
Saranac Partners Ltd 1.13% Add +3.9% 23,860 $1.9M
NBT Bank, N.A. 0.13% Add +0.8% 23,484 $1.9M
Ramiah Investment Group 1.83% Add +5.6% 23,428 $1.9M
Addis & Hill, Inc 1.55% Add +4.5% 23,326 $1.9M
TrinityPoint Wealth, LLC 0.29% Add +2.7% 23,163 $1.9M
Dearborn Partners LLC 0.08% Reduce -7.3% 23,052 $1.8M
EverSource Wealth Advisors, LLC 0.12% Reduce -10.9% 22,511 $1.8M
Brooks, Moore & Associates, Inc. 1.18% Add +0.4% 23,000 $1.8M
James Investment Research, Inc. 0.22% Add +0.8% 22,902 $1.8M
Diversified Portfolios, Inc. 0.24% Reduce -13.5% 22,869 $1.8M
Peapack Gladstone Financial Corp. 0.03% Add +0.1% 22,306 $1.8M
Friedenthal Financial 1.10% Add +2.7% 22,117 $1.8M
Elmwood Wealth Management, Inc. 0.79% Add +18.0% 22,112 $1.8M
Morris Financial Concepts, Inc. 0.84% Reduce -6.6% 22,064 $1.8M
Independence Asset Advisors, LLC 41.69% Add +2.6% 21,773 $1.7M
Gray Wealth Management Inc. 0.75% Add +11.8% 21,740 $1.7M
Cornerstone Wealth Group, LLC 0.15% Add +12.6% 21,656 $1.7M
Hexagon Capital Partners LLC 0.38% Reduce -5.4% 21,644 $1.7M
Petra Financial Advisors Inc. 1.24% Reduce -1.3% 21,566 $1.7M
TriaGen Wealth Management LLC 0.66% Add +3.5% 21,387 $1.7M
Bcwm, LLC 0.61% Add +5.4% 21,290 $1.7M
Smith, Moore & Co. 0.17% Add +1.9% 20,945 $1.7M
Carnegie Investment Counsel 0.05% Add +4.3% 20,936 $1.7M
Pettyjohn, Wood & White, Inc. 0.32% Add +6.3% 20,920 $1.7M
Weik Capital Management 0.71% Add +3.6% 20,907 $1.7M
ExodusPoint Capital Management, LP 0.02% New 20,786 $1.7M
Headlands Technologies LLC 0.18% Add +3011.3% 20,659 $1.7M
Mayflower Financial Advisors, LLC 0.27% Add +2.2% 20,531 $1.6M
Agf Management Ltd. 0.01% Reduce -6.8% 20,500 $1.6M
Vicus Capital 0.15% Reduce -1.6% 20,354 $1.6M
Stonehage Fleming Financial Services Holdings Ltd 0.04% Add +75.8% 20,254 $1.6M
Cambria Investment Management, L.P. 0.10% Add +5.5% 19,960 $1.6M
Bigelow Investment Advisors, LLC 0.75% Reduce -2.6% 19,677 $1.6M
Stokes Family Office, LLC 0.18% Reduce -6.7% 19,648 $1.6M
Marshall Financial Group Inc. 0.51% Add +18.1% 19,573 $1.6M
BNP Paribas Financial Markets 0.00% Reduce -97.1% 19,488 $1.6M
Novak & Powell Financial Services, Inc. 0.96% Add +72.6% 19,402 $1.6M
Lido Advisors, LLC 0.01% Reduce -13.0% 19,377 $1.5M
Strategic Investment Advisors / MI 0.19% Add +4.1% 19,274 $1.5M
Savant Capital, LLC 0.02% Add +118.8% 19,154 $1.5M
Flagship Harbor Advisors, LLC 0.09% Reduce -9.9% 18,878 $1.5M
Verus Capital Partners, LLC 0.16% Reduce -11.3% 18,737 $1.5M
Columbus Macro, LLC 0.57% Reduce -1.3% 18,404 $1.5M
IFP Advisors, Inc 0.06% Add +6.3% 18,350 $1.5M
Summit Wealth Partners, LLC 0.30% Add +28.0% 18,289 $1.5M
Private Trust Co. NA 0.16% Add +5.6% 18,029 $1.4M
360 Financial, Inc. 0.54% Add +1.0% 17,933 $1.4M
Modus Advisors, LLC 0.50% Add +13.9% 17,840 $1.4M
FMR LLC 0.00% Add +4.8% 17,801 $1.4M
Rockland Trust Co. 0.07% No change 17,758 $1.4M
Ascent Wealth Partners, LLC 0.21% Add +0.6% 17,713 $1.4M
Staley Capital Advisers Inc. 0.07% Reduce -0.8% 17,710 $1.4M
Sowell Financial Services LLC 0.07% Reduce -78.0% 17,701 $1.4M
Capital Asset Advisory Services LLC 0.08% Add +0.9% 17,502 $1.4M
CVA Family Office, LLC 0.25% Add +1.4% 17,487 $1.4M
Shufro Rose & Co. LLC 0.11% Add +11.8% 17,463 $1.4M
Archvest Wealth Advisors, Inc. 0.92% Add +64.0% 17,561 $1.4M
Mutual Advisors, LLC 0.04% Reduce -23.0% 17,025 $1.4M
EP Wealth Advisors, LLC 0.01% Reduce -22.3% 17,073 $1.4M
Coordinated Financial Services, Inc. 1.18% Reduce -0.3% 16,973 $1.4M
Glass Jacobson Investment Advisors llc 0.49% Add +5.0% 16,938 $1.4M
Independence Bank of Kentucky 0.36% Reduce -2.6% 16,866 $1.3M
Leeward Financial Partners, LLC 0.54% Reduce -19.1% 16,690 $1.3M
Kingsview Wealth Management, LLC 0.03% Add +1.5% 16,685 $1.3M
Redhawk Wealth Advisors, Inc. 0.20% Reduce -26.9% 16,635 $1.3M
TBH Global Asset Management, LLC 0.30% Reduce -2.9% 16,622 $1.3M
Agate Pass Investment Management, LLC 0.70% Add +10.6% 16,575 $1.3M
Global Financial Private Client, LLC 0.55% Add +27.2% 16,567 $1.3M
Chicago Partners Investment Group LLC 0.05% Reduce -6.3% 16,230 $1.3M
IPG Investment Advisors LLC 0.29% No change 16,500 $1.3M
Prospera Financial Services Inc 0.04% Reduce -5.4% 16,302 $1.3M
Tilia Fiduciary Partners, Inc. 1.01% Reduce -1.8% 16,103 $1.3M
Western Wealth Management, LLC 0.10% Reduce -19.6% 16,034 $1.3M
Outlook Wealth Advisors, LLC 0.40% No change 15,896 $1.3M
Genesee Capital Advisors, LLC 0.62% Add +3.3% 15,889 $1.3M
LFA - Lugano Financial Advisors SA 0.97% Add +18.7% 15,882 $1.3M
Perennial Investment Advisors, LLC 0.18% Add +96.2% 15,730 $1.3M
North Star Investment Management Corp. 0.09% Add +0.0% 15,720 $1.3M
Forum Private Client Group LLC 0.59% Reduce -28.7% 15,631 $1.2M
Naples Global Advisors, LLC 0.13% Reduce -4.6% 15,585 $1.2M
Christensen, King & Associates Investment Services, Inc. 0.61% Add +6.0% 15,547 $1.2M
Prime Capital Investment Advisors, LLC 0.02% Reduce -40.6% 15,513 $1.2M
Legacy Private Trust Co. 0.09% Reduce -37.3% 15,216 $1.2M
Estate Counselors, LLC 0.13% Add +1.7% 15,190 $1.2M
Consolidated Portfolio Review Corp 0.28% Add +7.5% 15,115 $1.2M
Advisory Services Network, LLC 0.02% Add +31.9% 15,079 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.20% Add +0.1% 15,060 $1.2M
Commerce Bank 0.01% Add +87.4% 14,902 $1.2M
Tennessee Valley Asset Management Partners 0.22% New 14,836 $1.2M
Zacks Investment Management 0.01% Reduce -40.9% 14,819 $1.2M
International Assets Investment Management, LLC 0.11% Reduce -5.7% 14,620 $1.2M
Edgestream Partners, L.P. 0.06% Reduce -60.6% 14,601 $1.2M
Hilltop Holdings Inc. 0.14% Add +29.4% 14,516 $1.2M
OMNI 360 Wealth, Inc. 0.88% Reduce -17.9% 14,460 $1.2M
StoneX Group Inc. 0.09% Add +13.9% 14,438 $1.2M
Moors & Cabot, Inc. 0.06% Add +42.3% 14,426 $1.2M
First Manhattan Co. Llc. 0.00% Add +10.5% 14,321 $1.1M
Valeo Financial Advisors, LLC 0.04% Reduce -21.8% 14,287 $1.1M
Trustmark Bank Trust Department 0.09% Reduce -4.2% 14,165 $1.1M
Krilogy Financial LLC 0.08% Reduce -6.0% 14,123 $1.1M
Natixis Advisors, LLC 0.00% Add +33.1% 14,082 $1.1M
Defined Wealth Management, LLC 0.78% Add +21.7% 14,044 $1.1M
Cahill Financial Advisors Inc. 0.15% Reduce -8.8% 13,994 $1.1M
Regal Investment Advisors LLC 0.07% Reduce -5.1% 13,935 $1.1M
Clarity Capital Advisors, LLC 0.86% Add +3.3% 13,928 $1.1M
Cooper Financial Group 0.16% Add +2.8% 13,772 $1.1M
Transamerica Financial Advisors, LLC 0.12% No change 13,759 $1.1M
Aua Capital Management, LLC 0.66% Reduce -2.7% 13,732 $1.1M
Arete Wealth Advisors, LLC 0.09% Add +5.8% 13,700 $1.1M
Sunburst Financial Group, LLC 0.29% Reduce -10.3% 13,574 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +0.8% 13,376 $1.1M
Beacon Pointe Advisors, LLC 0.01% Reduce -14.4% 13,354 $1.1M
Aries Wealth Management 0.34% Add +38.5% 13,311 $1.1M
Neumann Capital Management, LLC 0.37% Reduce -6.6% 13,299 $1.1M
Coston, McIsaac & Partners 0.33% Add +11.3% 13,020 $1.0M
Fermata Advisors, LLC 0.24% Reduce -90.8% 13,006 $1.0M
Avaii Wealth Management, LLC 0.57% Reduce -1.0% 12,934 $1.0M
GenTrust, LLC 0.06% Reduce -0.3% 12,800 $1.0M
Graypoint LLC 0.07% Reduce -4.0% 12,743 $1.0M
Thrive Capital Management, LLC 0.46% New 12,574 $1.0M
D.A. Davidson & Co. 0.01% Reduce -24.1% 12,567 $1.0M
Capstone Capital LLC 0.90% Reduce -7.5% 12,530 $1.0M
Venture Visionary Partners LLC 0.05% Add +2.0% 12,490 $998K
Spire Wealth Management 0.04% Reduce -2.0% 12,459 $996K
Berkshire Asset Management LLC 0.05% New 12,449 $995K
Patten Group, Inc. 0.23% Reduce -0.6% 12,432 $994K
Titan Global Capital Management USA LLC 0.16% Add +8.0% 12,377 $989K
Titleist Asset Management, LLC 0.15% Add +14.0% 12,355 $988K
Bath Savings Trust Co 0.10% Add +1.4% 12,334 $986K
AA Financial Advisors, LLC 0.35% Add +1.3% 12,288 $982K
Pinnacle Associates Ltd. 0.02% Add +6.7% 12,254 $979K
AllSquare Wealth Management LLC 0.58% Add +0.3% 12,183 $974K
Chandler Asset Management, Inc. 0.20% Add +2.3% 12,175 $973K
Tidal Investments LLC 0.01% Add +56.5% 12,062 $964K
Chesapeake Capital Corp. 1.26% Reduce -51.4% 12,055 $964K
Source Financial Advisors LLC 0.29% Reduce -3.5% 11,680 $934K
Gould Asset Management LLC 0.21% Add +14.4% 11,618 $929K
Two Sigma Securities, LLC 0.04% New 11,601 $927K
Security Financial Services, INC. 0.20% Reduce -42.0% 11,538 $922K
Houlihan Financial Resource Group, Ltd. 0.63% Reduce -2.5% 11,493 $919K
Keener Financial Planning LLC 0.60% Reduce -6.4% 11,500 $919K
Silver Oak Advisory Group, Inc. 0.51% Reduce -9.9% 11,484 $917K
REAP Financial Group, LLC 0.24% Add +2791.9% 11,394 $911K
One Charles Private Wealth Services, LLC 0.38% Reduce -1.2% 11,289 $902K
Alerus Financial NA 0.07% Reduce -24.4% 11,266 $900K
Connecticut Wealth Management, LLC 0.05% Reduce -8.5% 11,184 $894K
Collaborative Wealth Managment Inc. 0.44% Reduce -0.2% 11,148 $891K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -11.4% 11,135 $890K
Firestone Capital Management 0.24% Add +2.4% 11,078 $885K
Integrity Financial Corp 0.55% Add +8.1% 11,057 $884K
Center For Asset Management LLC 0.58% New 11,041 $883K
Shelter Mutual Insurance Co 0.23% No change 10,917 $873K
CIBC Private Wealth Group LLC 0.00% Add +28.5% 10,798 $869K
Choreo, LLC 0.01% New 10,896 $867K
Foundations Investment Advisors, LLC 0.02% Reduce -16.2% 10,790 $862K
Synovus Financial Corp. 0.01% Add +20.3% 10,773 $861K
Vision Capital Management, Inc. 0.13% Reduce -0.4% 10,635 $850K
Independent Financial Group, LLC 0.03% Add +5.8% 10,625 $849K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -4.1% 10,619 $849K
CreativeOne Wealth, LLC 0.04% Add +0.0% 10,593 $847K
Financial Network Wealth Advisors LLC 0.63% Add +56.9% 10,534 $844K
Meridian Financial Advisors, LLC 0.60% Add +1.9% 10,341 $827K
Triton Financial Group Inc 0.58% Add +22.5% 10,324 $825K
180 Wealth Advisors, LLC 0.13% Add +178.3% 10,156 $822K
Round Rock Advisors LLC 0.20% Reduce -5.8% 10,225 $817K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +0.6% 10,224 $817K
Argent Trust Co 0.04% Add +1.4% 10,193 $815K
Cwm, LLC 0.00% Reduce -17.4% 10,147 $811K
Mission Wealth Management, LP 0.02% Reduce -33.8% 10,099 $807K
Interactive Financial Advisors, Inc. 0.44% Reduce -0.6% 10,033 $802K
Independent Wealth Network Inc. 0.37% Add +3.5% 9,984 $798K
First Horizon Advisors, Inc. 0.02% Reduce -7.1% 9,932 $794K
Baker Tilly Wealth Management, LLC 0.32% Add +22.1% 9,919 $793K
National Philanthropic Trust 0.01% No change 9,757 $780K
FSC Wealth Advisors, LLC 0.58% Add +30.8% 9,752 $779K
Wedbush Securities Inc. 0.03% Reduce -12.6% 9,701 $775K
Novare Capital Management LLC 0.07% Add +1.4% 9,668 $773K
GTS Securities LLC 0.02% Add +168.2% 9,662 $772K
My Legacy Advisors, LLC 0.25% Add +12.4% 9,653 $772K
Pacifica Partners Inc. 0.33% Reduce -3.0% 9,627 $771K
Alliance Wealth Advisors, LLC 0.22% Add +73.3% 9,564 $764K
Boston Trust Walden Corp 0.01% Reduce -2.2% 9,527 $761K
Trivium Point Advisory, LLC 0.11% Add +19.5% 9,451 $755K
American Investment Services, Inc. 0.13% Add +58.2% 9,332 $746K
Avidian Wealth Enterprises, LLC 0.04% Add +1.7% 9,300 $743K
Treynor Bancshares, Inc. 0.78% Reduce -63.4% 9,275 $741K
Tudor Investment Corporation 0.01% Add +209.3% 9,142 $731K
Diversify Wealth Management, LLC 0.09% — 8,721 $716K
Accretive Wealth Partners, LLC 0.30% Reduce -1.0% 8,958 $716K
FC Advisory LLC 0.26% Reduce -38.4% 8,900 $711K
Beaird Harris Wealth Management, LLC 0.07% Add +6.4% 8,887 $710K
Valley Wealth Managers, Inc. 0.06% Reduce -0.3% 8,882 $710K
Mosaic Financial Group, LLC 0.51% Reduce -8.6% 8,841 $707K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +12.4% 8,501 $679K
Wells Financial Advisors INC 0.45% Reduce -6.2% 8,493 $679K
Idaho Trust Co 0.34% Add +118.5% 8,391 $671K
Wealthcare Advisory Partners LLC 0.02% Reduce -1.6% 8,381 $670K
Duncker Streett & Co. Inc. 0.13% Reduce -0.8% 8,326 $665K
Insight Inv LLC 0.57% Reduce -7.0% 8,316 $665K
Simon Quick Advisors, LLC 0.05% Reduce -2.5% 8,196 $655K
Financial Counselors Inc. 0.01% Reduce -3.2% 8,190 $655K
Concord Wealth Partners 0.12% Reduce -3.3% 8,179 $654K
High Net Worth Advisory Group LLC 0.20% Reduce -2.2% 8,144 $651K
Compass Financial Group, INC 0.14% Reduce -13.1% 8,143 $651K
Capital Advisory Group Advisory Services, LLC 0.27% New 8,037 $642K
Norden Group LLC 0.13% Reduce -26.4% 7,952 $636K
SouthState Bank Corp 0.05% Add +18.6% 7,942 $635K
Sage Capital Management, LLC 0.33% Add +1.0% 7,807 $624K
Moser Wealth Advisors, LLC 0.34% Reduce -2.2% 7,757 $620K
TFB Advisors LLC 0.20% Reduce -2.2% 7,709 $616K
Peninsula Wealth, LLC 0.11% Reduce -55.6% 7,513 $610K
Walkner Condon Financial Advisors LLC 0.13% Reduce -1.5% 7,615 $609K
IHT Wealth Management, LLC 0.02% Add +0.4% 7,539 $603K
International Private Wealth Advisors LLC 1.01% Reduce -16.0% 7,516 $601K
Inspire Advisors, LLC 0.08% Add +189.3% 7,504 $600K
Arkos Global Advisors 0.10% Add +0.5% 7,496 $599K
Liberty Capital Management, Inc. 0.14% Add +6.0% 7,428 $594K
Rwa Wealth Partners, LLC 0.01% Reduce -73.4% 7,345 $587K
One Capital Management, LLC 0.02% Add +22.6% 7,333 $586K
Baker Ellis Asset Management LLC 0.09% No change 7,275 $581K
Ascent Group, LLC 0.05% Reduce -2.8% 7,231 $578K
Little House Capital LLC 0.18% Reduce -7.3% 7,147 $571K
Elser Financial Planning, Inc 0.10% — 7,139 $571K
Providence First Trust Co 0.26% New 7,092 $567K
First Merchants Corp. 0.02% Add +7.5% 7,064 $565K
Snowden Capital Advisors LLC 0.02% Add +1.2% 7,007 $560K
Schmidt P J Investment Management Inc. 0.10% No change 7,002 $560K
Trilogy Capital Inc. 0.03% Reduce -14.1% 6,929 $554K
Leavell Investment Management, Inc. 0.03% Add +3.0% 6,895 $551K
Jacobi Capital Management LLC 0.05% Add +14.7% 6,859 $548K
Lineweaver Wealth Advisors, LLC 0.11% Add +1.1% 6,779 $542K
Ashton Thomas Private Wealth, LLC 0.03% Add +9.7% 6,758 $540K
Argus Investors' Counsel, Inc. 0.33% No change 6,701 $536K
Brown Advisory Inc. 0.00% Reduce -59.6% 6,700 $536K
ProVise Management Group, LLC 0.05% Reduce -7.6% 6,683 $534K
Wiser Advisor Group LLC 0.82% Reduce -17.7% 6,525 $521K
Investment Advisory Group, LLC 0.20% No change 6,499 $519K
Davidson Investment Advisors 0.03% Reduce -23.2% 6,420 $513K
Clark Asset Management, LLC 0.14% Add +122.9% 6,400 $512K
Private Capital Management, LLC 0.06% Add +0.9% 6,369 $509K
WealthCollab, LLC 0.37% No change 6,366 $509K
Keeley-Teton Advisors, LLC 0.06% No change 6,341 $507K
Flow Traders U.S. LLC 0.03% New 6,321 $505K
Robertson Stephens Wealth Management, LLC 0.03% Reduce -60.2% 6,296 $503K
Apollon Wealth Management, LLC 0.02% Reduce -32.4% 6,286 $502K
Savvy Advisors, Inc. 0.16% Add +28.9% 6,186 $494K
Allie Family Office LLC 0.30% Reduce -2.1% 6,157 $492K
Garden State Investment Advisory Services LLC 0.17% Add +1.9% 6,099 $488K
Tobias Financial Advisors, Inc. 0.10% New 6,063 $485K
Three Bridge Wealth Advisors, LLC 0.19% Add +0.3% 5,958 $476K
IVC Wealth Advisors LLC 0.27% Reduce -1.9% 5,952 $476K
Condor Capital Management 0.05% Reduce -0.2% 5,935 $474K
Dynamic Wealth Strategies, LLC 0.41% Reduce -2.7% 5,899 $472K
Mission Creek Capital Partners, Inc. 0.12% Reduce -60.5% 5,895 $471K
Azimuth Capital Investment Management LLC 0.02% Add +107.5% 5,790 $463K
Running Point Capital Advisors, LLC 0.19% Add +18.6% 5,685 $454K
Harmony Asset Management LLC 0.19% Add +12.5% 5,660 $452K
Hanover Advisors Inc. 0.20% Reduce -6.4% 5,647 $451K
Mesirow Financial Investment Management, Inc. 0.01% Add +0.8% 5,641 $451K
Pekin Hardy Strauss, Inc. 0.06% No change 5,600 $448K
Maripau Wealth Management LLC 0.30% Add +66.6% 5,584 $446K
Forza Wealth Management, LLC 0.23% No change 5,542 $443K
TCV Trust & Wealth Management, Inc. 0.04% No change 5,530 $442K
Empower Advisory Group, LLC 0.00% Reduce -5.0% 5,515 $441K
Bison Wealth, LLC 0.07% No change 5,462 $440K
Twele Capital Management, Inc. 0.10% Add +20.5% 5,448 $435K
Greenspring Advisors, LLC 0.10% No change 5,440 $435K
First Financial Bankshares Inc 0.01% Reduce -5.3% 5,415 $433K
Davis R M Inc. 0.01% New 5,372 $429K
CoreCap Advisors, LLC 0.04% Reduce -15.4% 5,360 $428K
Glenview Trust Co 0.01% Add +73.5% 5,328 $426K
Deroy & Devereaux Private Investment Counsel Inc. 0.03% No change 5,320 $425K
Spectrum Wealth Counsel, LLC 0.05% Reduce -5.1% 5,314 $425K
Aveo Capital Partners, LLC 0.05% Add +32.9% 5,307 $424K
Cunning Capital Partners, LP 0.24% Add +6.0% 5,300 $424K
Compound Planning, Inc. 0.03% Add +85.9% 5,304 $424K
Quadrature Capital Ltd 0.01% New 5,260 $420K
Horan Capital Advisors, LLC. 0.15% Reduce -1.4% 5,232 $418K
Beaumont Financial Advisors, LLC 0.03% Add +0.6% 5,207 $416K
Stablepoint Partners, LLC 0.08% Add +21.1% 5,103 $414K
Brass Tax Wealth Management, Inc. 0.08% New 5,164 $413K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -50.0% 5,135 $410K
Sax Wealth Advisors, LLC 0.04% Reduce -13.5% 5,086 $407K
Kingswood Wealth Advisors, LLC 0.04% Reduce -13.8% 4,994 $399K
Plotkin Financial Advisors, LLC 0.26% Add +14.0% 4,966 $397K
Vaughan Nelson Investment Management, L.P. 0.00% Reduce -9.6% 4,915 $393K
Lake Street Advisors Group, LLC 0.02% Reduce -28.0% 4,883 $390K
Summit Global Investments 0.03% Reduce -2.2% 4,848 $387K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -2.3% 4,823 $386K
Cherrydale Wealth Management, LLC 0.17% New 4,813 $385K
Kanawha Capital Management LLC 0.03% Reduce -2.0% 4,807 $384K
Principle Wealth Partners LLC 0.03% Add +0.3% 4,800 $384K
Efficient Advisors, LLC 0.02% Add +0.7% 4,760 $380K
First United Bank & Trust 0.14% Add +5.5% 4,711 $377K
Atlas Capital Advisors Inc. 0.05% Reduce -13.2% 4,669 $373K
Mengis Capital Management, Inc. 0.08% Add +2.0% 4,667 $373K
Total Clarity Wealth Management, Inc. 0.13% Reduce -1.6% 4,663 $373K
Octavia Wealth Advisors, LLC 0.05% Add +26.0% 4,662 $373K
AlTi Global, Inc. 0.01% New 4,660 $372K
Narus Financial Partners, LLC 0.15% Add +2.7% 4,648 $372K
Brighton Jones LLC 0.01% New 4,642 $371K
Wescott Financial Advisory Group, LLC 0.04% Add +5.2% 4,636 $371K
Capital Analysts, LLC 0.02% Add +120.7% 4,587 $367K
Anson Capital, Inc. 0.36% Add +0.8% 4,579 $366K
Bristlecone Advisors, LLC 0.03% Add +1.1% 4,558 $364K
Merkkuri Wealth Advisors LLC 0.34% — 4,557 $364K
Zhang Financial LLC 0.03% No change 4,537 $363K
CIC Wealth, LLC 0.10% No change 4,496 $359K
Wallace Advisory Group, LLC 0.26% Add +60.7% 4,467 $357K
Raab & Moskowitz Asset Management LLC 0.10% Reduce -5.3% 4,425 $354K
Sovereign Financial Group, Inc. 0.09% Add +0.0% 4,401 $352K
Greenwood Capital Associates LLC 0.05% No change 4,386 $351K
Compass Ion Advisors, LLC 0.05% No change 4,305 $347K
FSB Premier Wealth Management, Inc. 0.15% Reduce -11.8% 4,291 $343K
Bedel Financial Consulting, Inc. 0.05% Add +0.9% 4,284 $342K
Kades & Cheifetz LLC 0.21% Add +1.1% 4,277 $342K
Mason Investment Advisory Services, Inc. 0.02% Add +0.6% 4,248 $340K
Guardian Wealth Management, Inc. 0.26% Add +580.7% 4,241 $339K
B.O.S.S. Retirement Advisors, LLC 0.09% New 4,222 $337K
Seelaus Asset Management LLC 0.35% Add +11.1% 4,217 $337K
Breed's Hill Capital LLC 0.30% No change 4,217 $337K
Harbour Trust & Investment Management Co 0.04% New 4,209 $336K
Van Hulzen Asset Management, LLC 0.02% Add +10.5% 4,207 $336K
Lutz Financial Services LLC 0.03% Add +2.9% 4,192 $335K
Sawyer & Company, Inc 0.13% Add +1.1% 4,186 $335K
Stephens Group Asset Management, LLC 0.03% Add +14.7% 4,113 $329K
Prosperity Consulting Group, LLC 0.04% Reduce -0.3% 4,103 $328K
TD Capital Management LLC 0.03% No change 4,100 $328K
Edge Capital Group, LLC 0.02% Reduce -48.5% 4,078 $326K
Chapin Davis, Inc. 0.11% No change 4,044 $323K
Relative Value Partners Group, LLC 0.04% Reduce -92.5% 4,041 $323K
Lake Street Private Wealth, LLC 0.04% Add +0.9% 4,041 $323K
Benchmark Wealth Management, LLC 0.17% No change 4,006 $320K
Ceeto Capital Group, LLC 0.12% No change 4,000 $320K
Quantum Portfolio Management LLC 0.18% No change 4,000 $320K
J. W. Coons Advisors, LLC 0.06% Reduce -4.9% 3,995 $319K
Warwick Investment Management, Inc. 0.07% Add +1.1% 3,986 $319K
Meitav Investment House Ltd. 0.01% Add +36.8% 3,932 $314K
Brooklyn FI, LLC 0.12% New 3,926 $314K
Concorde Asset Management, LLC 0.19% Add +17.5% 3,895 $311K
Northwest Bank & Trust Co 0.26% Add +14.3% 3,887 $311K
World Investment Advisors 0.02% New 3,885 $311K
Roger Wittlin Investment Advisory, LLC 0.20% Add +1.1% 3,877 $310K
Kohmann Bosshard Financial Services, LLC 0.04% No change 3,862 $309K
Fingerlakes Wealth Management, Inc. 0.28% Add +0.5% 3,859 $308K
Swmg, LLC 0.14% Reduce -1.2% 3,849 $308K
Geneos Wealth Management Inc. 0.01% Reduce -34.5% 3,836 $307K
Main Street Financial Solutions, LLC 0.03% Reduce -14.9% 3,822 $305K
Caitlin John, LLC 0.22% Reduce -0.1% 3,804 $304K
Grandview Asset Management LLC 0.18% Add +7.5% 3,797 $303K
O'Dell Group, LLC 0.07% No change 3,744 $301K
Occidental Asset Management, LLC 0.05% Reduce -46.8% 3,769 $301K
Culbertson A N & Co. Inc. 0.05% Add +9.2% 3,755 $300K
Weaver Consulting Group 0.10% Reduce -4.0% 3,728 $298K
Obermeyer Wealth Partners 0.02% No change 3,686 $295K
Frank, Rimerman Advisors LLC 0.02% No change 3,635 $291K
RPS Advisory Solutions LLC 0.27% — 3,616 $289K
Berger Financial Group, Inc 0.02% Reduce -35.1% 3,608 $288K
Talisman Wealth Advisors LLC 0.33% Reduce -4.0% 3,603 $288K
Nottingham Advisors, Inc. 0.03% Reduce -43.0% 3,599 $288K
UMB Bank, n.a. 0.00% Reduce -31.6% 3,595 $287K
Epic Trust Investment Advisors, LLC 0.32% Reduce -8.3% 3,590 $287K
Evolution Wealth Advisors, LLC 0.06% No change 3,574 $286K
Parkside Financial Bank & Trust 0.04% Add +1.1% 3,570 $285K
Larson Financial Group LLC 0.02% Add +159.8% 3,562 $285K
Mustard Seed Financial, LLC 0.27% Reduce -3.4% 3,546 $283K
Simplicity Wealth,LLC 0.01% Reduce -0.8% 3,544 $283K
Redmont Wealth Advisors LLC 0.45% Add +1.4% 3,543 $283K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $281K
Uncommon Cents Investing LLC 0.09% Add +7.5% 3,500 $280K
Praetorian Wealth Management, Inc. 0.07% New 3,480 $278K
Whitaker-Myers Wealth Managers, LTD. 0.10% Reduce -7.3% 3,479 $278K
SeaCrest Wealth Management, LLC 0.03% New 3,475 $278K
Laraway Financial Advisors Inc 0.24% New 3,445 $275K
Mach-1 Financial Group, LLC 0.19% Add +30.0% 3,434 $274K
Oxinas Partners, LLC 0.18% Add +34.4% 3,428 $274K
Kovack Advisors, Inc. 0.03% Add +19.6% 3,389 $271K
Sweeney & Michel, LLC 0.12% Add +0.8% 3,368 $271K
Wesbanco Bank Inc. 0.01% New 3,370 $269K
Bank of Stockton 0.09% New 3,356 $268K
BCS Wealth Management 0.13% Add +1.1% 3,308 $264K
Objectivity Squared, LLC 0.20% Add +19.1% 3,235 $263K
Janus Henderson Group PLC 0.00% Reduce -99.4% 3,272 $262K
Williams Jones Wealth Management, LLC. 0.00% Add +14.8% 3,264 $261K
Regions Financial Corp. 0.00% Add +3.1% 3,261 $261K
Raffa Wealth Management, LLC 0.07% Add +0.6% 3,255 $260K
FourThought Financial Partners, LLC 0.03% No change 3,254 $260K
Csenge Advisory Group 0.01% Reduce -59.3% 3,250 $260K
Continuum Advisory, LLC 0.04% Add +55.7% 3,236 $259K
Powell Investment Advisors, LLC 0.13% New 3,200 $256K
Bar Harbor Wealth Management 0.02% Reduce -20.1% 3,182 $254K
Capital Investment Advisors, LLC 0.01% Reduce -5.5% 3,161 $253K
Franklin Resources Inc. 0.00% Add +40.7% 3,154 $252K
Rothschild Wealth LLC 0.08% Add +3.6% 3,151 $252K
Cassady Schiller Wealth Management, LLC 0.10% Reduce -11.0% 3,142 $251K
Astoria Portfolio Advisors LLC. 0.09% Add +10.4% 3,129 $250K
Sage Mountain Advisors LLC 0.02% Reduce -2.0% 3,115 $249K
RiverGlades Family Offices LLC 0.19% No change 3,084 $247K
Callahan Advisors, LLC 0.03% Add +20.6% 3,073 $246K
Householder Group Estate & Retirement Specialist, LLC 0.07% Reduce -3.1% 3,064 $244K
Harbour Investments, Inc. 0.01% Add +8.2% 3,031 $242K
Financial Engines Advisors L.L.C. 0.00% Add +3.4% 3,005 $240K
Security National Bank 0.03% Add +46.3% 3,000 $240K
Pillar Wealth Advisors, LLC 0.29% Reduce -23.9% 2,994 $239K
Clifford Swan Investment Counsel LLC 0.01% Reduce -0.4% 2,992 $239K
Gallagher Fiduciary Advisors, LLC 0.05% Reduce -2.0% 2,975 $238K
Accredited Investors Inc. 0.01% New 2,967 $237K
Tradition Wealth Management, LLC 0.02% New 2,963 $237K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -9.3% 2,914 $233K
Mountain Pacific Investment Advisers LLC 0.02% Reduce -32.4% 2,913 $233K
Integrity Wealth Solutions LLC 0.15% Add +1.1% 2,910 $233K
Tyche Wealth Partners LLC 0.06% Reduce -11.0% 2,907 $232K
Cedrus LLC 0.12% Reduce -1.4% 2,906 $232K
HB Wealth Management, LLC 0.00% Reduce -3.9% 2,894 $231K
Wilmington Savings Fund Society, FSB 0.01% New 2,882 $230K
Bey-Douglas LLC 0.21% Add +0.7% 2,841 $230K
Insight Advisors, LLC/ PA 0.04% New 2,851 $228K
Mendel Capital Management LLC 0.15% No change 2,842 $227K
Creekside Partners 0.12% — 2,820 $225K
Washington Trust Bank 0.02% Reduce -58.5% 2,811 $225K
First PREMIER Bank 0.06% Reduce -9.7% 2,807 $224K
Federation des caisses Desjardins du Quebec 0.00% No change 2,795 $223K
Concourse Financial Group Securities, Inc. 0.01% Reduce -1.4% 2,793 $223K
Melone Private Wealth, LLC 0.13% Add +0.7% 2,785 $223K
Charter Oak Capital Management, LLC 0.02% New 2,718 $217K
JMG Financial Group, Ltd. 0.01% No change 2,718 $217K
Allen Capital Group, LLC 0.03% Reduce -18.8% 2,717 $217K
Barrett & Company, Inc. 0.10% Add +0.3% 2,670 $213K
Spreng Capital Management, Inc. 0.11% Reduce -2.5% 2,670 $213K
Front Row Advisors LLC 0.07% Reduce -0.9% 2,670 $213K
Texas Yale Capital Corp. 0.01% New 2,669 $213K
Centaurus Financial, Inc. 0.01% Reduce -6.5% 2,658 $212K
Vima LLC 0.47% New 2,642 $211K
Aptus Capital Advisors, LLC 0.00% Reduce -38.4% 2,634 $211K
JFS Wealth Advisors, LLC 0.02% Add +2036.6% 2,628 $210K
MAS Advisors LLC 0.50% No change 2,621 $209K
Resurgent Financial Advisors LLC 0.13% Add +0.2% 2,614 $209K
RFG Advisory, LLC 0.01% Reduce -29.2% 2,609 $209K
Invst, LLC 0.02% Reduce -38.4% 2,616 $207K
Eight 31 Financial, LLC 0.16% New 2,594 $207K
Family Manage LLC 0.04% Reduce -60.6% 2,591 $207K
Ellis Investment Partners, LLC 0.04% Reduce -1.8% 2,570 $205K
First Hawaiian Bank 0.01% New 2,569 $205K
Darrow Company, Inc. 0.13% Add +0.9% 2,565 $205K
Bokf, NA 0.00% Reduce -19.3% 2,550 $204K
Integrated Investment Consultants, LLC 0.06% No change 2,528 $204K
Ritholtz Wealth Management 0.01% New 2,545 $203K
Procyon Advisors, LLC 0.01% Reduce -18.8% 2,526 $202K
Armstrong Advisory Group, Inc. 0.02% Reduce -40.3% 2,406 $192K
Breakwater Investment Management 0.08% No change 2,342 $187K
Pinnacle Bancorp, Inc. 0.05% Add +5.8% 2,316 $185K
Voisard Asset Management Group, Inc. 0.09% Add +663.3% 2,305 $184K
Glen Eagle Advisors, LLC 0.03% Reduce -4.0% 2,131 $170K
Ridgewood Investments LLC 0.08% New 2,038 $163K
Sugarloaf Wealth Management, LLC 0.03% Add +14.8% 2,036 $163K
TD Waterhouse Canada Inc. 0.00% Add +21.4% 1,988 $158K
Tsfg, LLC 0.04% Reduce -4.6% 1,878 $150K
Fifth Third Bancorp 0.00% Reduce -56.3% 1,819 $145K
Macroview Investment Management LLC 0.15% Add +1.7% 1,813 $145K
Anchor Investment Management, LLC 0.01% Reduce -45.3% 1,750 $140K
WealthShield Partners, LLC 0.02% Reduce -25.3% 1,627 $130K
JNBA Financial Advisors 0.01% No change 1,616 $129K
Investors Research Corp 0.03% No change 1,604 $128K
WFA of San Diego, LLC 0.11% — 1,570 $125K
Allianz SE 0.00% No change 1,527 $122K
Triad Wealth Partners, LLC 0.06% New 1,526 $122K
United Community Bank 0.05% Add +15.3% 1,497 $120K
Sachetta, LLC 0.05% New 1,438 $117K
Unique Wealth Strategies, LLC 0.05% New 1,438 $116K
Realta Investment Advisors 0.02% Reduce -27.2% 1,439 $115K
Clearstead Advisors, LLC 0.00% Add +0.3% 1,425 $114K
Colonial Trust Co / SC 0.02% Reduce -3.2% 1,388 $111K
Carmichael Hill & Associates, Inc. 0.04% Add +0.1% 1,369 $109K
Sanctuary Wealth Management, L.L.C. 0.08% No change 1,351 $108K
Trust Co. of Vermont 0.01% Add +47.6% 1,324 $106K
S.A. Mason LLC 0.06% No change 1,310 $105K
SRH Advisors, LLC 0.03% Reduce -5.6% 1,200 $96K
Signaturefd, LLC 0.00% Reduce -37.6% 1,197 $96K
Ancora Advisors LLC 0.00% Add +45.4% 1,195 $96K
Koesten, Hirschmann & Crabtree, INC. 0.06% No change 1,147 $92K
TruNorth Capital Management, LLC 0.03% Reduce -63.6% 1,146 $92K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,147 $91K
New Republic Capital, LLC 0.04% Add +100.0% 1,116 $89K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% New 1,083 $87K
Bogart Wealth, LLC 0.00% Add +14.0% 1,065 $85K
Capital Investment Advisory Services, LLC 0.01% Add +1.9% 1,044 $83K
Financial Connections Group, Inc. 0.04% Add +110.2% 1,009 $80K
EdgeRock Capital LLC 0.06% New 995 $80K
Rothschild Investment LLC 0.01% Add +0.3% 975 $78K
Tower Research Capital LLC (TRC) 0.00% New 950 $76K
Richardson Financial Services Inc. 0.05% Add +4.0% 943 $75K
Delta Asset Management LLC 0.01% No change 901 $72K
AdvisorNet Financial, Inc 0.01% Add +15.3% 882 $70K
MidAtlantic Capital Management, Inc. 0.05% Add +1.1% 791 $63K
GPS Wealth Strategies Group, LLC 0.01% Add +61.5% 733 $59K
Heck Capital Advisors, LLC 0.01% Add +1.0% 707 $57K
Chilton Capital Management LLC 0.00% No change 700 $56K
Tucker Asset Management LLC 0.01% Reduce -2.1% 692 $55K
Financial Gravity Asset Management, Inc. 0.01% Add +68600.0% 687 $55K
Key Financial Inc 0.01% Reduce -20.6% 661 $53K
NorthRock Partners, LLC 0.00% Reduce -71.2% 658 $53K
Piscataqua Savings Bank 0.05% No change 644 $51K
MCF Advisors LLC 0.00% No change 630 $50K
Cornerstone Planning Group LLC 0.01% No change 606 $50K
Scarborough Advisors, LLC 0.02% No change 595 $48K
Princeton Global Asset Management LLC 0.01% No change 589 $47K
Strategic Financial Concepts, LLC 0.03% New 44,942 $46K
Salem Investment Counselors Inc. 0.00% Reduce -29.9% 555 $44K
DHJJ Financial Advisors, Ltd. 0.02% No change 532 $43K
Lynx Investment Advisory 0.03% — 527 $42K
Turim 21 Investimentos Ltda. 0.01% No change 521 $42K
Highline Wealth Partners LLC 0.02% Reduce -91.5% 507 $41K
American National Bank & Trust 0.00% Add +70.7% 471 $38K
FinTrust Capital Advisors, LLC 0.01% No change 470 $38K
Edmond DE Rothschild Holding S.A. 0.00% No change 469 $37K
WASHINGTON TRUST Co 0.00% Add +10.3% 462 $37K
Horizon Bancorp Inc. 0.02% No change 451 $36K
Pineridge Advisors LLC 0.01% No change 412 $33K
Mascoma Wealth Management LLC 0.01% No change 397 $32K
Archer Investment Corp 0.01% No change 396 $32K
Opal Wealth Advisors, LLC 0.01% Reduce -9.2% 374 $30K
Harbor Investment Advisory, LLC 0.00% No change 373 $30K
Indiana Trust & Investment Management Co 0.01% No change 359 $29K
Pension & Wealth Management Advisors, Inc. 0.02% Reduce -99.5% 352 $28K
Nvwm, LLC 0.01% No change 350 $28K
ICA Group Wealth Management, LLC 0.02% Reduce -93.0% 337 $27K
Creekmur Asset Management LLC 0.01% Add +1.3% 323 $26K
Coppell Advisory Solutions LLC 0.00% — 320 $26K
Washington Trust Advisors, Inc. 0.00% New 311 $25K
Eukles Asset Management 0.01% No change 310 $25K
Fortitude Family Office, LLC 0.01% Add +1.1% 287 $23K
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
First Command Advisory Services, Inc. 0.00% Reduce -16.0% 257 $21K
McIlrath & Eck, LLC 0.00% Add +46.5% 249 $20K
Sound Income Strategies, LLC 0.00% Reduce -11.3% 203 $16K
HHM Wealth Advisors, LLC 0.00% Add +82.2% 195 $16K
Beacon Capital Management, LLC 0.00% New 187 $15K
Farmers & Merchants Investments Inc. 0.00% Reduce -0.6% 172 $14K
Laurel Wealth Advisors LLC 0.00% No change 166 $13K
Vermillion & White Wealth Management Group, LLC 0.01% No change 160 $13K
Tidemark, LLC 0.01% Reduce -52.7% 160 $13K
Hoese & Co LLP 0.01% No change 158 $13K
Stephens Consulting, LLC 0.00% Add +342.9% 155 $12K
Wolff Wiese Magana LLC 0.01% No change 153 $12K
Caldwell Trust Co 0.00% No change 151 $12K
Hantz Financial Services, Inc. 0.00% New 154 $12K
M&R Capital Management Inc. 0.00% No change 150 $12K
Private Ocean, LLC 0.00% New 144 $11K
GHP Investment Advisors, Inc. 0.00% New 140 $11K
Aspire Private Capital, LLC 0.00% Reduce -15.4% 132 $11K
Elevate Wealth Advisory, Inc. 0.01% No change 125 $10K
Oliver Lagore Vanvalin Investment Group 0.00% No change 125 $10K
Cypress Capital Management LLC (WY) 0.01% No change 120 $10K
Abound Wealth Management 0.00% New 116 $9K
Kozak & Associates, Inc. 0.00% Add +0.0% 115 $9K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
Innealta Capital, LLC 0.00% New 101 $8K
1620 Investment Advisors, Inc. 0.01% New 100 $8K
American Capital Advisory, LLC 0.01% Add +3.2% 98 $8K
Camelot Portfolios, LLC 0.00% New 100 $8K
Mendota Financial Group, LLC 0.00% No change 97 $8K
ORG Partners LLC 0.00% New 90 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 88 $7K
WR Wealth Planners, LLC 0.00% No change 81 $6K
SIMA Wealth Partners, LLC 0.01% — 75 $6K
Jamison Private Wealth Management, Inc. 0.00% Reduce -94.9% 70 $6K
Bell Investment Advisors, Inc 0.00% Add +1.5% 68 $5K
Oakworth Capital, Inc. 0.00% No change 67 $5K
Great Lakes Retirement, Inc. 0.00% New 65 $5K
Element Wealth, LLC 0.00% Reduce -79.9% 56 $4K
Red Tortoise LLC 0.00% No change 56 $4K
Mitchell Sinkler & Starr 0.00% No change 55 $4K
Bangor Savings Bank 0.00% Reduce -40.2% 55 $4K
Register Financial Advisors LLC 0.00% Add +1.9% 53 $4K
Spotlight Asset Group, Inc. 0.00% No change 50 $4K
Cullen/Frost Bankers, Inc. 0.00% Reduce -93.2% 42 $3K
O'shaughnessy Asset Management, LLC 0.00% Reduce -73.3% 42 $3K
Operose Advisors LLC 0.00% No change 41 $3K
Broadwater Capital Management LLC 0.00% No change 38 $3K
Motco 0.00% Reduce -93.9% 38 $3K
Valley National Advisers Inc. 0.00% No change 39 $3K
First Personal Financial Services 0.00% No change 35 $3K
Redwood Wealth Management Group, LLC 0.00% New 28 $2K
Asset Dedication, LLC 0.00% Reduce -81.8% 26 $2K
Capital Advisors, Ltd. LLC 0.00% No change 26 $2K
Sunbelt Securities, Inc. 0.00% No change 21 $2K
Centennial Bank 0.00% Reduce -95.9% 19 $2K
Cape Investment Advisory, Inc. 0.00% Reduce -94.2% 17 $1K
Christopher J. Hasenberg, Inc 0.00% No change 17 $1K
SOA Wealth Advisors, LLC. 0.00% Reduce -63.9% 13 $1K
Nemes Rush Group LLC 0.00% New 12 $959
Kings Path Partners LLC 0.00% — 11 $879
Salomon & Ludwin, LLC 0.00% No change 11 $879
Rakuten Securities, Inc. 0.00% Add +900.0% 10 $799
Main Street Group, LTD 0.00% No change 10 $793
Frazier Financial Advisors, LLC 0.00% New 8 $640
Abich Financial Wealth Management LLC 0.00% No change 7 $560
Signature Resources Capital Management, LLC 0.00% No change 6 $480
Caldwell Sutter Capital, Inc. 0.00% Reduce -97.5% 5 $400
Tompkins Financial Corp. 0.00% No change 3 $240

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