Vanguard Int-Term CorporateVCITETF

13F holders, Q3 2024 (September 30)
1,084holders +28
98new positions
70sold out
6famous investors
$83.69avg. 13F price*

At the end of Q3 2024, 1,084 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, up 28 from Q2 2024. 98 opened new positions and 70 sold out. The largest holders were Fisher Asset Management ($7.4B), Bank of America Corp. ($5.1B) and JPMorgan Chase & Co. ($4.0B). 6 famous investors held it, including Ken Fisher (3.0% of Fisher Asset Management's portfolio), David E. Shaw (0.9% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.1% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions98$159.4M
Exits70$575.6M

All 13F filers, Q2 2024 → Q3 2024: 33,967,134 shares bought and 18,945,064 shares sold, net +15,022,070 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,084 holders

Fisher Asset Management 3.04% Reduce -1.5% 88,494,611 $7.4B
Bank of America Corp. 0.45% Add +1.6% 60,951,866 $5.1B
JPMorgan Chase & Co. 0.32% Add +2.5% 47,196,763 $4.0B
Creative Planning 2.00% Add +1.7% 24,067,807 $2.0B
Prudential PLC 8.77% Reduce -8.7% 20,699,846 $1.7B
Morgan Stanley 0.09% Add +11.7% 15,152,421 $1.3B
Goldman Sachs Group Inc. 0.18% Add +1.4% 11,533,815 $966.0M
Royal Bank of Canada 0.21% Add +5.0% 11,384,051 $953.4M
Japan Science & Technology Agency 12.12% Reduce -9.7% 10,950,000 $917.1M
LPL Financial LLC 0.40% Add +3.6% 10,738,931 $899.4M
Envestnet Asset Management Inc. 0.28% Add +3.1% 10,340,883 $866.0M
Ameriprise Financial Inc. 0.22% Add +36.2% 10,003,963 $837.5M
Wells Fargo & Company 0.17% Add +4.8% 8,308,963 $695.9M
D. E. Shaw & Co. 0.95% Add +1464.8% 7,977,288 $668.1M
Johns Hopkins University 15.65% Add +6.4% 4,988,327 $417.8M
State of Tennessee, Department of Treasury 1.16% Add +3.8% 3,924,208 $328.7M
Nepc LLC 9.50% No change 3,763,505 $315.2M
Vanguard Group Inc. 0.01% Add +4.8% 3,734,877 $312.8M
PNC Financial Services Group, Inc. 0.20% Add +3.2% 3,646,603 $305.4M
UBS Group AG 0.07% Add +6.3% 3,026,988 $253.5M
Varma Mutual Pension Insurance Co 1.74% No change 2,700,000 $219.7M
Blue Trust, Inc. 2.74% Add +2.3% 2,623,228 $209.7M
Baird Financial Group, Inc. 0.39% Add +19.0% 2,388,676 $200.1M
Guggenheim Capital LLC 1.39% Add +1893.8% 2,343,380 $196.3M
Manufacturers Life Insurance Company, The 0.17% Reduce -0.1% 2,316,890 $194.0M
Corient Private Wealth LP 0.29% Add +11.9% 2,212,015 $185.3M
Raymond James & Associates 0.11% Add +0.4% 2,057,797 $172.3M
First Interstate Bank 9.40% Add +0.7% 1,848,260 $154.8M
Bank of New York Mellon Corp 0.03% Add +4.1% 1,775,231 $148.7M
American Family Investments, Inc. 10.41% Add +2.0% 1,762,000 $147.6M
State Farm Mutual Automobile Insurance Co. 0.12% No change 1,612,000 $135.0M
Public Sector Pension Investment Board 0.72% No change 1,600,000 $134.0M
Raymond James Financial Services Advisors, Inc. 0.17% Reduce -0.5% 1,543,259 $129.2M
Commonwealth Equity Services, LLC 0.19% Add +6.4% 1,500,036 $125.6M
RiverFront Investment Group, LLC 2.84% Add +2.4% 1,440,301 $120.6M
Great Valley Advisor Group, Inc. 2.96% Add +3.0% 1,436,433 $120.3M
Janney Montgomery Scott LLC 0.32% Reduce -2.9% 1,354,457 $113.4M
Capital Advantage, Inc. 20.77% Add +60.2% 1,294,166 $108.4M
Townsquare Capital LLC 1.21% Add +4.3% 1,210,221 $101.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.80% Add +2.7% 1,184,341 $99.2M
Facet Wealth, Inc. 2.73% Add +5.6% 1,189,619 $96.0M
Citadel Advisors 0.10% Add +2102.1% 1,090,404 $91.3M
Aozora Bank, LTD. 93.09% No change 1,090,000 $91.3M
Assetmark, Inc. 0.25% Reduce -0.2% 1,052,256 $88.1M
Strategic Financial Services, Inc. 5.15% Add +18.1% 1,036,083 $86.8M
Truist Financial Corp. 0.12% Add +0.1% 947,647 $79.4M
Mitsubishi UFJ Asset Management Co., Ltd. 0.08% Add +7.8% 940,400 $78.8M
Equitable Holdings, Inc. 0.74% Add +3.4% 908,454 $76.1M
Rebalance, LLC 5.54% Add +2.5% 903,697 $75.7M
Citigroup Inc. 0.07% Reduce -23.9% 880,785 $73.8M
Davidson Capital Management Inc. 19.50% Add +30.4% 807,860 $67.7M
Focus Partners Wealth 0.20% Add +21.8% 763,243 $63.9M
HighTower Advisors, LLC 0.09% Reduce -1.3% 751,112 $62.9M
Jane Street Group, LLC 0.10% Reduce -55.4% 751,244 $62.9M
1832 Asset Management L.P. 0.10% Reduce -2.1% 745,838 $62.5M
WestEnd Advisors, LLC 1.48% Reduce -4.4% 719,472 $60.3M
Cape Cod Five Cents Savings Bank 5.51% Add +2.1% 718,432 $60.2M
Keybank National Association 0.23% Add +4.1% 709,888 $59.5M
Patriot Investment Management Group, Inc. 4.32% Add +4.4% 702,978 $58.9M
Benjamin Edwards Inc. 0.83% Add +1284.5% 677,989 $56.8M
Bartlett & Co. Wealth Management LLC 0.78% Add +3.3% 650,776 $54.5M
American Century Companies Inc. 0.03% Add +1.8% 650,000 $54.4M
Cetera Investment Advisers 0.12% Add +1.9% 647,686 $54.2M
Robertson Stephens Wealth Management, LLC 1.93% Add +9850.5% 626,483 $52.5M
BlackRock, Inc. 0.00% — 612,111 $51.3M
Legacy Edge Advisors, LLC 8.12% Add +17.2% 606,623 $50.8M
Bridgewater Advisors Inc. 5.05% New 589,915 $48.2M
Qube Research & Technologies Ltd 0.09% Add +197.4% 571,354 $47.9M
Thrivent Financial for Lutherans 0.09% Reduce -1.1% 566,666 $47.5M
Sequoia Financial Advisors, LLC 0.49% Add +13.9% 548,233 $45.9M
Stifel Financial Corp. 0.05% Add +19.9% 547,398 $45.8M
Advisory Alpha, LLC 1.63% Add +7.9% 546,335 $45.8M
Dodds Wealth, LLC 15.16% Add +2.6% 551,447 $45.5M
Essex LLC 9.23% Add +16.0% 537,733 $45.0M
Brandywine Oak Private Wealth LLC 4.30% Reduce -2.3% 529,851 $44.4M
Arista Wealth Management, LLC 10.12% Add +6.2% 503,000 $42.1M
Financial Advisory Partners, LLC 13.96% Add +20.1% 501,743 $42.0M
Evergreen Advisors, LLC 11.59% Add +2.9% 501,240 $42.0M
Scotia Capital Inc. 0.22% Add +14.9% 501,220 $42.0M
Busey Bank 1.36% Add +5.4% 498,121 $41.7M
Mirae Asset Global Investments Co., Ltd. 0.18% Add +8.4% 488,323 $41.0M
Southern Farm Bureau Life Insurance 6.42% No change 487,736 $40.8M
Hilton Capital Management, LLC 3.14% Add +3.7% 482,620 $40.4M
Osaic Holdings, Inc. 0.09% Add +6.2% 481,926 $40.4M
Howe & Rusling Inc. 3.36% Add +7.6% 467,185 $39.1M
Fiducient Advisors LLC 4.45% Add +54.3% 459,822 $38.5M
Hudock, Inc. 6.64% Add +3.9% 458,873 $38.4M
DecisionPoint Financial, LLC 11.82% Add +2.5% 445,691 $37.3M
Bank of Montreal 0.02% Reduce -65.4% 438,592 $36.8M
WESCAP Management Group, Inc. 9.16% Add +146.7% 436,633 $36.6M
NewEdge Wealth, LLC 0.65% Add +86.4% 431,931 $36.2M
Hanson & Doremus Investment Management 5.64% Add +6.5% 423,717 $35.5M
Strategic Wealth Investment Group, LLC 3.78% Add +51.8% 421,400 $35.3M
MilWealth Group LLC 10.33% Add +3.0% 420,593 $35.2M
GDS Wealth Management 3.41% Add +24.4% 417,977 $35.0M
Steward Partners Investment Advisory, LLC 0.32% Add +121.2% 417,384 $35.0M
Newton One Investments LLC 14.00% Add +112.0% 416,995 $34.9M
Bishop & Co Investment Management, LLC 13.25% Add +2.5% 415,530 $34.8M
Lebenthal Global Advisors, LLC 6.93% Reduce -14.1% 407,727 $34.1M
Balyasny Asset Management L.P. 0.09% Add +213.8% 397,082 $33.3M
Waverly Advisors, LLC 0.61% Add +7.5% 395,715 $33.1M
Cypress Financial Planning LLC 12.15% Add +3.1% 392,296 $32.9M
Mitsubishi UFJ Trust & Banking Corp 0.07% No change 385,230 $32.3M
Steele Capital Management, Inc. 1.67% Add +5.1% 382,380 $32.0M
Nisa Investment Advisors, LLC 0.19% Add +116.7% 376,721 $31.6M
Bessemer Group Inc. 0.05% Reduce -3.6% 372,972 $31.2M
Focused Wealth Management, Inc 4.20% Add +5.8% 372,533 $31.2M
Stonebridge Capital Advisors LLC 2.51% Add +10.8% 367,109 $30.7M
Members Trust Co 1.00% Reduce -70.2% 366,745 $30.7M
Pacific Capital Wealth Advisors, Inc. 5.02% New 356,962 $29.9M
Capital Advisors Wealth Management, LLC 5.43% Add +5.3% 352,104 $29.5M
Marion Wealth Management 7.85% Add +3.5% 351,359 $29.4M
American Financial Advisors, LLC 3.98% Reduce -0.7% 348,379 $29.2M
NewEdge Advisors, LLC 0.19% Add +28.0% 341,128 $28.6M
Badgley Phelps Wealth Managers, LLC 0.66% Add +1.7% 339,808 $28.5M
Rehmann Capital Advisory Group 1.83% Add +12.9% 333,993 $28.0M
1834 Investment Advisors Co. 3.23% Reduce -10.9% 331,491 $27.8M
Mariner, LLC 0.05% Add +5.0% 331,209 $27.7M
Principal Financial Group Inc. 0.01% Reduce -13.7% 324,405 $27.2M
Iron Gate Global Advisors LLC 3.75% Add +4.0% 320,261 $26.8M
Alliancebernstein L.P. 0.01% Add +1.7% 316,283 $26.5M
Rakuten Investment Management, Inc. 0.15% Add +27.9% 310,567 $26.1M
Sanctuary Advisors, LLC 0.16% Add +25.4% 316,101 $25.6M
Liberty Mutual Group Asset Management Inc. 3.81% Reduce -66.3% 300,000 $25.1M
Advisors Capital Management, LLC 0.40% Add +3.4% 296,387 $24.8M
Old National Bancorp 0.57% Reduce -1.4% 295,043 $24.7M
Penserra Capital Management LLC 0.53% Reduce -14.2% 292,533 $24.5M
Meridian Management Co. 6.07% Add +5.5% 285,470 $23.9M
Berkeley Capital Partners, LLC 6.75% Add +2.7% 282,404 $23.7M
First Pacific Financial 5.51% Add +2.1% 281,216 $23.6M
Victory Capital Management Inc. 0.02% Reduce -2.5% 280,688 $23.5M
Allen Investment Management, LLC 0.28% Add +22.9% 277,941 $23.3M
Arkos Global Advisors 3.36% Add +3588.9% 276,521 $23.2M
CBIZ Investment Advisory Services, LLC 1.19% Add +2.6% 274,014 $22.9M
CWA Asset Management Group, LLC 1.21% — 272,375 $22.8M
Full Sail Capital, LLC 1.46% Add +9.4% 271,931 $22.8M
Iron Horse Wealth Management, LLC 7.78% Add +5.5% 271,652 $22.8M
MML Investors Services, LLC 0.08% Add +3.1% 266,143 $22.3M
Cambridge Investment Research Advisors, Inc. 0.07% Add +1.6% 262,419 $22.0M
Quaker Wealth Management, LLC 7.86% — 255,902 $21.4M
25 LLC 9.19% Add +2.5% 252,891 $21.2M
Rosenberg Matthew Hamilton 5.46% Add +18.3% 249,172 $20.9M
Towerpoint Wealth, LLC 9.76% Add +1.6% 245,875 $20.6M
Banco Santander, S.A. 0.24% New 245,331 $20.5M
Vise Technologies, Inc. 2.58% Add +11.5% 242,015 $20.3M
Harel Insurance Investments & Financial Services Ltd. 0.34% Reduce -80.8% 234,421 $19.6M
&partners 0.38% Add +435.4% 233,542 $19.6M
Hassell Wealth Management, LLC 8.12% Add +5.5% 238,197 $19.4M
Janus Henderson Group PLC 0.01% Add +6967.1% 231,237 $19.4M
Concurrent Investment Advisors, LLC 0.57% Add +177.4% 229,742 $19.2M
Winch Advisory Services, LLC 5.28% Add +1.2% 228,118 $19.1M
Parallel Advisors, LLC 0.45% Add +1.3% 227,728 $19.1M
Petix & Botte Co 5.01% Add +3.5% 224,810 $18.8M
TAGStone Capital, Inc. 9.60% Add +18.2% 224,292 $18.8M
Y.D. More Investments Ltd 1.95% Add +112.1% 222,667 $18.6M
Comerica Bank 0.07% Add +10.0% 221,513 $18.6M
RKL Wealth Management LLC 1.67% Add +0.2% 220,454 $18.5M
Invesco Ltd. 0.00% Reduce -27.6% 219,510 $18.4M
TD Private Client Wealth LLC 0.53% Add +8.3% 218,664 $18.3M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -1.5% 215,596 $18.1M
Private Advisor Group, LLC 0.11% Add +10.8% 214,050 $17.9M
Prevail Innovative Wealth Advisors, LLC 5.45% Add +79.0% 213,430 $17.9M
Power Wealth Management LLC 7.56% Add +23.1% 211,497 $17.7M
Global Wealth Management Investment Advisory, Inc. 3.75% Add +4.1% 207,407 $17.4M
Foundations Investment Advisors, LLC 0.36% Add +1784.0% 203,278 $17.0M
St Germain D J Co. Inc. 0.78% Reduce -1.5% 202,177 $16.9M
White Lighthouse Investment Management Inc. 3.02% Add +7.1% 201,001 $16.8M
Flputnam Investment Management Co. 0.30% Add +4.5% 200,819 $16.8M
M Holdings Securities, Inc. 4.21% Add +9.0% 199,998 $16.8M
Financial Freedom, LLC 8.85% Add +5.6% 199,660 $16.7M
JT Stratford LLC 2.86% Add +16.5% 198,696 $16.6M
Wealth Enhancement Advisory Services, LLC 0.04% Add +37.4% 198,576 $16.6M
Bragg Financial Advisors, Inc 0.68% Reduce -1.8% 198,423 $16.6M
Phillips Financial Management, LLC 1.28% Reduce -6.2% 197,855 $16.6M
GoalFusion Wealth Management, LLC 9.00% Add +5.5% 193,907 $16.2M
Exencial Wealth Advisors, LLC 0.58% Add +0.6% 193,568 $16.2M
West Financial Advisors, LLC 3.04% Add +57.7% 188,202 $15.8M
Ameritas Investment Partners, Inc. 0.51% Add +8.3% 187,577 $15.7M
Park Avenue Securities LLC 0.18% Add +8.5% 186,935 $15.7M
Wealthfront Advisers LLC 0.05% Reduce -4.6% 186,252 $15.6M
Modera Wealth Management, LLC 0.20% Add +2.0% 185,013 $15.5M
Avior Wealth Management, LLC 0.61% Add +4.7% 181,950 $15.2M
Kestra Advisory Services, LLC 0.08% Add +70.1% 181,367 $15.2M
Alpha Cubed Investments, LLC 0.67% Reduce -1.3% 180,134 $15.1M
Raymond James Trust N.A. 0.33% Add +18.5% 179,190 $15.0M
United Services Automobile Association 0.38% Reduce -2.3% 178,020 $14.9M
Great Lakes Retirement, Inc. 1.87% Add +268267.7% 174,439 $14.6M
First National Trust Co 0.56% Add +9.5% 173,283 $14.5M
Market Street Wealth Management Advisors LLC 2.38% Add +1.5% 172,820 $14.5M
Pacific Wealth Management 6.56% Add +5.7% 168,356 $14.1M
Jones Financial Companies LLLP 0.01% Add +61.3% 164,339 $13.8M
Luminvest Wealth Management LLC 5.64% Add +40.3% 162,821 $13.6M
Rockefeller Capital Management L.P. 0.04% Reduce -9.6% 162,233 $13.6M
Roundview Capital LLC 0.97% Add +9.9% 160,082 $13.4M
Cordant, Inc. 6.84% Add +4.4% 159,807 $13.4M
Atria Wealth Solutions, Inc. 0.14% Add +18.4% 157,948 $13.2M
Wooster Corthell Wealth Management, Inc. 2.81% Add +0.7% 157,239 $13.2M
National Bank of Canada 0.02% Add +239.8% 157,221 $13.2M
Equita Financial Network, Inc. 4.79% Add +13.6% 156,567 $13.1M
Diversify Advisory Services, LLC 0.70% Add +7.7% 159,125 $13.0M
Merit Financial Group, LLC 0.29% Add +3.3% 154,107 $12.9M
Mercer Global Advisors Inc. 0.03% Reduce -13.9% 152,446 $12.8M
SMI Advisory Services, LLC 2.81% Reduce -20.8% 153,460 $12.7M
Financial Futures Ltd Liability Co. 7.25% Reduce -0.9% 151,056 $12.7M
Apella Capital, LLC 0.52% Add +6.3% 150,482 $12.6M
Cornerstone Wealth Management, LLC 0.87% Add +7.0% 148,313 $12.4M
Sagace Wealth Management LLC 9.59% Add +10.8% 150,297 $12.4M
Mma Asset Management LLC 3.21% Add +127.9% 151,039 $12.0M
Flow Traders U.S. LLC 0.61% Add +2158.9% 142,784 $12.0M
Principal Securities, Inc. 0.29% Reduce -3.2% 142,232 $11.9M
Orion Porfolio Solutions, LLC 0.12% Reduce -0.8% 141,815 $11.9M
Orion Portfolio Solutions, LLC 0.12% Reduce -0.8% 141,815 $11.9M
LPF Advisors LLC 10.14% Add +3.8% 141,463 $11.8M
Cresset Asset Management, LLC 0.05% Add +21.1% 140,253 $11.7M
Meeder Advisory Services, Inc. 0.75% Add +8.3% 139,205 $11.7M
Cantor Fitzgerald Investment Advisors L.P. 0.79% Add +13.8% 138,428 $11.6M
Pioneer Wealth Management Group 5.44% Add +36.8% 136,118 $11.4M
Checchi Capital Advisers, LLC 0.83% Add +2.0% 133,757 $11.2M
Shotwell Rutter Baer Inc 9.18% Add +3.4% 134,903 $11.2M
NorthCrest Asset Manangement, LLC 0.34% Reduce -3.5% 132,710 $11.1M
Financial Management Network Inc. 2.31% Add +10.6% 132,954 $11.0M
Galvin, Gaustad & Stein, LLC 0.99% Add +3.6% 131,279 $11.0M
Global Retirement Partners, LLC 0.33% Reduce -7.4% 130,394 $10.9M
PFG Advisors 0.68% Add +7.8% 128,891 $10.8M
Seaside Wealth Management, Inc. 3.94% Add +3.7% 124,531 $10.4M
Oakwell Private Wealth Management, LLC 2.99% Reduce -19.5% 124,088 $10.4M
Peak Financial Management, Inc. 3.04% Add +3.2% 123,619 $10.4M
Composition Wealth, LLC 0.23% Reduce -48.8% 120,422 $10.1M
MassMutual Private Wealth & Trust, FSB 0.28% Add +9.2% 119,480 $10.0M
NYL Investors LLC 0.63% Add +2.0% 119,200 $10.0M
Net Worth Advisory Group 2.91% — 117,031 $9.8M
Kestra Private Wealth Services, LLC 0.18% Add +53.2% 116,982 $9.8M
Integrated Wealth Concepts LLC 0.12% Reduce -0.2% 116,351 $9.7M
Belpointe Asset Management LLC 0.58% Add +69.0% 115,973 $9.7M
Summit Financial, LLC 0.38% Add +68.3% 114,977 $9.6M
US Financial Advisors, LLC 2.98% Add +3.5% 114,417 $9.6M
Financial Advocates Investment Management 0.54% Add +14.3% 114,192 $9.6M
Coyle Financial Counsel LLC 3.34% Add +3.0% 119,640 $9.6M
Prudential Financial Inc. 0.01% Add +7.4% 113,819 $9.5M
Whittier Trust Co. 0.13% Add +15.3% 112,862 $9.5M
Cambridge Advisors Inc. 2.06% Add +0.6% 112,702 $9.4M
Latigo Investments, LLC 4.53% No change 110,787 $9.3M
BNP Paribas 0.38% No change 110,481 $9.3M
Hurlow Wealth Management Group, Inc. 2.86% Add +7.7% 109,578 $9.2M
Sigma Investment Counselors Inc. 0.53% Add +0.4% 107,243 $9.0M
Winthrop Capital Management, LLC 4.28% Add +1.0% 107,240 $9.0M
Lauer Wealth, LLC 6.90% Add +18.0% 108,835 $8.9M
Fagan Associates, Inc. 1.49% Reduce -0.4% 105,622 $8.8M
American Trust 0.72% Reduce -49.2% 104,848 $8.8M
First American Trust, FSB 0.87% Add +29.9% 104,620 $8.8M
CMH Wealth Management LLC 2.06% Add +3.9% 104,468 $8.7M
Gibbs Wealth Management 2.83% Add +18.7% 104,419 $8.7M
Avantax Advisory Services, Inc. 0.06% Add +25.6% 103,909 $8.7M
Deutsche Bank AG 0.00% Reduce -70.5% 102,633 $8.6M
OneDigital Investment Advisors LLC 0.10% Add +19.2% 102,187 $8.6M
Captrust Financial Advisors 0.03% Add +27.5% 101,193 $8.5M
Manning & Napier Advisors LLC 0.09% Add +97.6% 100,308 $8.4M
Curbstone Financial Management Corp 1.76% Reduce -4.6% 98,432 $8.2M
FLC Capital Advisors 1.90% Add +6.6% 98,418 $8.2M
Trek Financial, LLC 0.61% Reduce -33.4% 97,979 $8.2M
Covington Investment Advisors Inc. 1.23% Add +5.3% 97,867 $8.2M
Stone Summit Wealth LLC 2.64% Add +19.6% 97,677 $8.2M
AQR Capital Management 0.01% Add +5.4% 97,676 $8.2M
Fortis Capital Management LLC 1.64% Reduce -16.3% 96,960 $8.1M
Financial Engines Advisors L.L.C. 0.02% Add +3120.4% 96,773 $8.1M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -17.4% 96,597 $8.1M
CENTRAL TRUST Co 0.19% Add +12.1% 95,563 $8.0M
Integrated Advisors Network LLC 0.38% Reduce -0.9% 94,808 $7.9M
Family CFO Inc 4.40% Add +1.9% 93,247 $7.8M
Oppenheimer & Co. Inc. 0.12% Add +24.0% 91,331 $7.6M
Morton Brown Family Wealth, LLC 2.70% Add +20.2% 90,612 $7.6M
Gunma Bank,Ltd. 3.10% No change 90,000 $7.5M
Ashton Thomas Securities, LLC 1.46% Add +4.0% 89,727 $7.5M
Florida Trust Wealth Management Co 0.24% Add +54.8% 88,670 $7.4M
Dynamic Advisor Solutions LLC 0.22% Add +2.6% 88,623 $7.4M
Matrix Trust Co 1.39% Add +13.4% 88,505 $7.4M
Greenwood Gearhart LLC 0.61% No change 87,573 $7.3M
Country Trust Bank 0.18% No change 86,500 $7.2M
DAVENPORT & Co LLC 0.04% Add +5.2% 86,113 $7.2M
Naviter Wealth, LLC 0.98% Add +20.4% 84,411 $7.1M
TPG Financial Advisors, LLC 3.15% Reduce -6.1% 83,624 $7.0M
Northland Capital Management LLC 3.97% Add +0.4% 82,936 $6.9M
Headinvest, LLC 1.28% Add +4.4% 82,620 $6.9M
W.H. Cornerstone Investments Inc. 4.66% Add +11.7% 82,444 $6.9M
Evergreen Capital Management LLC 0.23% Reduce -0.9% 82,329 $6.9M
Erickson Financial Group, LLC 4.91% Add +4.0% 81,865 $6.9M
Divergent Planning, LLC 2.55% Add +6.4% 82,677 $6.8M
AA Financial Advisors, LLC 1.98% Add +564.0% 81,588 $6.8M
Two Sigma Securities, LLC 0.53% Add +596.1% 80,755 $6.8M
Stephens Inc. 0.10% Add +0.0% 80,400 $6.7M
Osborne Partners Capital Management, LLC 0.38% Add +0.8% 79,567 $6.7M
Altus Wealth Group LLC 2.84% Add +16.7% 79,260 $6.6M
Meridian Wealth Management, LLC 0.32% Add +2.9% 78,513 $6.6M
Verde Capital Management 1.97% Add +6.0% 78,362 $6.6M
Crabel Capital Management, LLC 4.62% Add +49.2% 78,355 $6.6M
Pinnacle Financial Partners Inc 0.13% Add +33.7% 77,860 $6.5M
Powers Advisory Group, LLC 3.24% Add +7.5% 77,483 $6.5M
CHB Investment Group, LLC 3.42% — 77,072 $6.5M
Perigon Wealth Management, LLC 0.17% New 76,800 $6.4M
Sowell Financial Services LLC 0.30% Add +333.1% 76,654 $6.4M
Adams Wealth Management 1.34% Add +10.3% 74,529 $6.2M
CacheTech Inc. 1.34% Add +10.3% 74,529 $6.2M
Parkside Advisors LLC 1.47% Add +5.5% 74,098 $6.2M
Monument Capital Management 1.70% Reduce -0.8% 73,307 $6.1M
Yoder Wealth Management, Inc. 3.61% Reduce -1.0% 71,874 $6.0M
Delta Financial Group, Inc. 2.21% Add +98.3% 71,011 $5.9M
Revisor Wealth Management LLC 3.70% Add +37.5% 70,662 $5.9M
Whittier Trust Co. of Nevada Inc. 0.15% Reduce -12.1% 70,520 $5.9M
Little House Capital LLC 1.69% Add +881.6% 70,157 $5.9M
Bray Capital Advisors 1.44% Add +117.6% 70,101 $5.9M
Allworth Financial LP 0.04% Reduce -25.8% 69,852 $5.9M
Telos Capital Management, Inc. 0.61% Add +1.6% 69,499 $5.8M
Van Strum & Towne Inc. 2.01% Reduce -7.5% 69,233 $5.8M
Virtue Capital Management, LLC 1.15% Add +4.8% 68,487 $5.7M
Stelac Advisory Services LLC 2.32% Add +27.2% 68,378 $5.7M
Anchor Capital Advisors LLC 0.15% Reduce -20.5% 68,108 $5.7M
Pathstone Holdings, LLC 0.03% Add +0.3% 67,825 $5.7M
Juncture Wealth Strategies, LLC 2.17% Add +7.9% 66,998 $5.6M
Blair William & Co. 0.02% Add +9.3% 66,575 $5.6M
Monumental Financial Group Inc. 2.06% New 66,426 $5.6M
GeoWealth Management, LLC 0.20% Add +100.7% 66,254 $5.5M
Capasso Planning Partners LLC 1.63% Reduce -3.6% 66,007 $5.5M
Conscious Wealth Investments, LLC 3.79% Reduce -1.6% 67,382 $5.5M
SevenBridge Financial Group, LLC 1.05% Add +2.5% 67,196 $5.5M
Partners in Financial Planning 1.09% Add +3.6% 64,495 $5.4M
Farrell Financial LLC 3.81% Add +13.1% 65,987 $5.4M
J.W. Cole Advisors, Inc. 0.22% Add +7.5% 63,317 $5.3M
Sage Rhino Capital LLC 1.17% Add +2.9% 63,007 $5.3M
Arvest Investments, Inc. 0.74% Add +7.5% 58,465 $4.9M
XML Financial, LLC 0.44% Add +5.2% 57,110 $4.8M
Cascade Wealth Advisors, Inc 3.38% Add +8.6% 56,445 $4.7M
Auour Investments LLC 1.68% Add +1.4% 57,458 $4.7M
Resona Asset Management Co.,Ltd. 0.03% Add +99.6% 55,267 $4.6M
REDW Wealth LLC 1.19% Add +20.1% 55,216 $4.6M
United Capital Financial Advisors, LLC 0.04% Reduce -4.6% 54,977 $4.6M
Atria Investments, Inc 0.06% Reduce -2.0% 54,950 $4.6M
Prepared Retirement Institute LLC 2.75% Add +73.5% 54,338 $4.6M
KMG Fiduciary Partners, LLC 0.39% Reduce -2.2% 54,128 $4.5M
O'ROURKE & COMPANY, Inc 2.26% Add +1.4% 53,869 $4.5M
Daiwa Securities Group Inc. 0.02% Add +5.0% 52,790 $4.4M
Farmers & Merchants Trust Co of Chambersburg PA 1.70% Add +17.8% 52,746 $4.4M
MIdWestOne Financial Group, Inc. 0.61% Add +25.8% 52,523 $4.4M
Bay Rivers Group 2.19% Add +6.6% 52,522 $4.4M
Braun-Bostich & Associates Inc. 3.06% Add +20.2% 52,396 $4.4M
Viawealth, LLC 2.55% Add +11.4% 52,319 $4.4M
Sheets Smith Wealth Management 0.53% Reduce -9.5% 51,333 $4.3M
Mgo One Seven LLC 0.19% Reduce -1.5% 51,261 $4.3M
Passumpsic Savings Bank 2.81% Add +9.8% 51,084 $4.3M
Sigma Planning Corp 0.13% Add +13.6% 50,696 $4.2M
Portside Wealth Group, LLC 0.72% Add +17.4% 50,224 $4.2M
Koshinski Asset Management, Inc. 0.36% Add +2.0% 49,992 $4.2M
Ami Investment Management Inc. 1.41% Reduce -0.3% 49,677 $4.2M
Rathbones Group PLC 0.02% Add +0.5% 49,506 $4.1M
Farther Finance Advisors, LLC 0.15% Add +72.4% 48,890 $4.1M
Level Four Advisory Services, LLC 0.17% Add +13.3% 50,248 $4.1M
Lowe Brockenbrough & Co. Inc. 0.26% Add +10.7% 48,713 $4.1M
Sumitomo Mitsui Financial Group, Inc. 0.09% Add +2.0% 48,506 $4.1M
Cerity Partners LLC 0.01% Reduce -5.6% 47,993 $4.0M
CRA Financial Services, LLC 0.73% Add +21.7% 47,818 $4.0M
Drive Wealth Management, LLC 1.04% Add +12.9% 47,702 $4.0M
Rosenblum Silverman Sutton S F Inc. 1.02% Add +9.5% 47,515 $4.0M
Cascade Financial Partners, LLC 0.50% Reduce -5.7% 48,378 $4.0M
BIP Wealth, LLC 0.27% Add +12.0% 47,266 $4.0M
MBE Wealth Management, LLC 2.16% No change 46,811 $3.9M
Bull Street Advisors, LLC 1.82% Reduce -2.8% 46,737 $3.9M
Transatlantique Private Wealth LLC 1.49% New 46,538 $3.9M
Compagnie Lombard Odier SCmA 0.06% Reduce -16.8% 46,214 $3.9M
Buska Wealth Management, LLC 1.34% Add +37.6% 45,963 $3.8M
Hillcrest Wealth Advisors - NY, LLC 1.90% Add +68.3% 45,505 $3.8M
BetterWealth, LLC 1.12% Add +3.9% 45,244 $3.8M
Bordeaux Wealth Advisors LLC 0.68% Add +10.5% 45,205 $3.8M
Stratos Wealth Partners, LTD. 0.05% Add +21.8% 44,630 $3.7M
Better Money Decisions, LLC 2.62% Add +8.9% 44,135 $3.7M
Montag A & Associates Inc. 0.17% Reduce -1.0% 44,118 $3.7M
Cypress Wealth Services, LLC 0.76% Add +6.2% 44,093 $3.7M
Ameritas Advisory Services, LLC 0.16% Add +9.2% 44,010 $3.7M
Pictet North America Advisors SA 0.36% Add +1.5% 43,524 $3.6M
Breakwater Capital Group 0.73% Add +0.9% 43,442 $3.6M
CGN Advisors LLC 0.36% Add +14.4% 43,301 $3.6M
Advisory Research Inc. 0.64% Add +54.9% 42,929 $3.6M
Websterrogers Financial Advisors, LLC 1.25% Reduce -5.9% 42,695 $3.6M
United Community Bank 1.37% Add +2691.3% 41,786 $3.5M
German American Bancorp, Inc. 0.36% Add +15.8% 40,926 $3.4M
SWAN Capital LLC 1.67% Reduce -20.4% 40,438 $3.4M
Strategic Financial Partners, Ltd. 1.70% Reduce -1.0% 39,711 $3.3M
McNaughton Wealth Management, LLC 1.58% Add +1.1% 38,852 $3.3M
Lion Street Advisors, LLC 1.13% Add +5.2% 38,613 $3.2M
Stonebridge Financial Planning Group, LLC 1.54% Add +6.8% 38,581 $3.2M
Betterment LLC 0.01% Add +1.5% 38,531 $3.2M
Gladstone Institutional Advisory LLC 0.16% Add +38.4% 38,511 $3.2M
Prospect Financial Services LLC 2.00% Add +23.8% 38,462 $3.2M
Counterweight Ventures, LLC 2.28% Add +14.4% 38,408 $3.2M
Seven Mile Advisory 2.12% Add +5.8% 38,296 $3.2M
Greenleaf Trust 0.03% Reduce -25.9% 38,049 $3.2M
Yeomans Consulting Group, Inc. 1.17% Add +1.4% 37,430 $3.1M
HUB Investment Partners, LLC 0.14% Reduce -2.0% 37,306 $3.1M
Long Island Wealth Management, Inc. 2.00% New 36,348 $3.0M
Wealthspire Retirement, LLC 0.25% Add +3.6% 36,248 $3.0M
Brooks, Moore & Associates, Inc. 1.78% Add +56.8% 36,062 $3.0M
Lanark Financial, Inc. 0.25% Add +5.1% 35,258 $3.0M
Annapolis Financial Services, LLC 0.87% Reduce -10.3% 35,008 $2.9M
Marietta Wealth Management, LLC 0.43% Reduce -2.4% 34,937 $2.9M
DDFG, Inc 0.83% Add +1.4% 34,640 $2.9M
Sandy Spring Bank 0.12% Add +36.8% 34,575 $2.9M
Signal Advisors Wealth, LLC 0.41% New 34,537 $2.9M
Signature Estate & Investment Advisors LLC 0.07% Add +0.3% 34,343 $2.9M
Transcendent Capital Group LLC 1.47% Reduce -23.4% 34,305 $2.9M
Carl P. Sherr & Co., LLC 1.51% Add +12.7% 34,170 $2.9M
Savvy Advisors, Inc. 0.58% Add +451.8% 34,136 $2.9M
Hofer & Associates. Inc 1.96% Add +2.4% 34,002 $2.8M
IFG Advisory, LLC 0.18% Add +20.3% 33,993 $2.8M
SageView Advisory Group, LLC 0.14% New 33,977 $2.8M
Sykon Capital LLC 0.99% Add +10.3% 33,576 $2.8M
Marshall Financial Group Inc. 0.83% Add +68.7% 33,009 $2.8M
Millennium Management 0.00% Reduce -23.7% 32,966 $2.8M
Rooted Wealth Advisors, Inc. 1.22% Reduce -61.2% 33,062 $2.7M
Aries Wealth Management 0.74% Add +140.9% 32,062 $2.7M
Bank of Nova Scotia 0.01% New 32,027 $2.7M
Visionary Wealth Advisors 0.16% Reduce -35.3% 31,661 $2.7M
Weik Capital Management 1.06% Add +50.5% 31,474 $2.6M
Peapack Gladstone Financial Corp. 0.04% Add +40.6% 31,370 $2.6M
Brookstone Capital Management 0.04% Add +25.1% 31,044 $2.6M
Bryn Mawr Trust Advisors, LLC 0.14% Add +11.2% 30,264 $2.5M
Faithward Advisors, LLC 0.44% Reduce -3.1% 30,145 $2.5M
Gray Wealth Management Inc. 0.99% Add +38.3% 30,067 $2.5M
Life Planning Partners, Inc 2.20% Add +4.3% 29,469 $2.5M
SC&H Financial Advisors, Inc. 0.54% Add +1.2% 29,329 $2.5M
Seamount Financial Group Inc. 1.84% Add +5.3% 29,244 $2.4M
Parsons Capital Management Inc. 0.15% Reduce -0.3% 29,037 $2.4M
Rockbridge Investment Management, LCC 0.31% Reduce -14.4% 28,947 $2.4M
Fortune 45 LLC 1.72% New 28,933 $2.4M
Proquility Private Wealth Partners, LLC 0.78% Reduce -12.9% 28,918 $2.4M
Independent Financial Group, LLC 0.09% Add +169.7% 28,657 $2.4M
International Assets Investment Management, LLC 0.19% Add +101.0% 29,394 $2.4M
Ironwood Investment Counsel, LLC 0.40% Add +1.0% 28,389 $2.4M
Fifth Third Securities, Inc. 0.22% Reduce -2.0% 28,293 $2.4M
Orcam Financial Group 2.25% Add +10.6% 27,769 $2.3M
Foster Group, Inc. 0.09% Reduce -1.5% 27,709 $2.3M
Greenwich Wealth Management LLC 0.16% Add +14.2% 27,397 $2.3M
NorthCoast Asset Management LLC 0.02% Reduce -75.0% 27,946 $2.3M
Transcend Capital Advisors, LLC 0.15% Add +1.1% 27,272 $2.3M
Argent Financial Group, Inc. 0.27% — 26,895 $2.3M
Horizon Financial Services, LLC 1.33% Reduce -9.4% 26,650 $2.2M
Pine Valley Investments Ltd Liability Co 0.15% Reduce -6.8% 26,467 $2.2M
Man Group plc 0.01% Add +1.1% 26,385 $2.2M
Stratos Wealth Advisors, LLC 0.10% Reduce -67.6% 26,379 $2.2M
Cardiff Park Advisors, LLC 0.20% Add +4.1% 26,290 $2.2M
Semmax Financial Advisors Inc. 0.59% Add +2.7% 26,641 $2.2M
Topel & Distasi Wealth Management, LLC 0.89% Add +1.6% 25,763 $2.2M
OxenFree Capital LLC 1.69% Add +5.1% 25,651 $2.1M
Freedom Investment Management, Inc. 0.17% Reduce -4.4% 25,551 $2.1M
Trivium Point Advisory, LLC 0.29% Add +176.3% 26,115 $2.1M
Mosaic Family Wealth Partners, LLC 0.31% Add +4.9% 25,070 $2.1M
Retireful, LLC 1.52% New 24,465 $2.0M
Stonehage Fleming Financial Services Holdings Ltd 0.05% Add +20.6% 24,422 $2.0M
Commerce Bank 0.01% Add +63.4% 24,342 $2.0M
Hobbs Group Advisors, LLC 0.73% Reduce -3.6% 24,269 $2.0M
James Investment Research, Inc. 0.23% Add +5.3% 24,106 $2.0M
Ramiah Investment Group 1.90% Add +2.9% 24,103 $2.0M
NBT Bank, N.A. 0.14% Add +2.3% 24,019 $2.0M
Axxcess Wealth Management, LLC 0.05% Reduce -1.4% 23,992 $2.0M
Carnegie Investment Counsel 0.06% Add +13.9% 23,856 $2.0M
Elmwood Wealth Management, Inc. 0.82% Add +7.7% 23,821 $2.0M
B. Riley Wealth Advisors, Inc. 0.06% Reduce -16.1% 23,850 $2.0M
Founders Financial Securities LLC 0.18% Reduce -17.8% 23,518 $2.0M
Dearborn Partners LLC 0.08% Add +1.8% 23,470 $2.0M
Synovus Financial Corp. 0.02% Add +117.7% 23,452 $2.0M
TrinityPoint Wealth, LLC 0.28% Add +1.1% 23,417 $2.0M
US Bancorp \de 0.00% Reduce -4.9% 23,372 $2.0M
Addis & Hill, Inc 1.50% Add +0.1% 23,362 $2.0M
Nwam LLC 0.12% New 23,226 $1.9M
Morris Financial Concepts, Inc. 0.81% Add +2.5% 22,610 $1.9M
Diversified Portfolios, Inc. 0.20% Reduce -1.3% 22,564 $1.9M
Old Mission Capital LLC 0.04% Reduce -84.5% 22,557 $1.9M
Petra Financial Advisors Inc. 1.24% Add +4.1% 22,455 $1.9M
Hexagon Capital Partners LLC 0.36% Add +3.0% 22,282 $1.9M
Friedenthal Financial 1.09% Add +0.6% 22,241 $1.9M
Quartz Partners, LLC 1.17% — 22,230 $1.9M
EverSource Wealth Advisors, LLC 0.12% Reduce -1.8% 22,104 $1.9M
Modus Advisors, LLC 0.60% Add +21.6% 21,691 $1.8M
Mayflower Financial Advisors, LLC 0.27% Add +5.0% 21,559 $1.8M
Smith, Moore & Co. 0.17% Add +1.2% 21,194 $1.8M
Agf Management Ltd. 0.01% Add +2.6% 21,025 $1.8M
TriaGen Wealth Management LLC 0.59% Reduce -1.9% 20,973 $1.8M
Cambria Investment Management, L.P. 0.11% Add +5.3% 21,010 $1.8M
Pettyjohn, Wood & White, Inc. 0.32% Reduce -0.5% 20,821 $1.7M
Independence Asset Advisors, LLC 34.30% Reduce -5.2% 20,633 $1.7M
Staley Capital Advisers Inc. 0.08% Add +16.7% 20,670 $1.7M
Vicus Capital 0.15% Add +0.7% 20,489 $1.7M
Horizon Investments, LLC 0.05% Reduce -27.6% 20,557 $1.7M
Glass Jacobson Investment Advisors llc 0.56% Add +19.2% 20,183 $1.7M
Strategic Investment Advisors / MI 0.18% Add +2.8% 19,808 $1.7M
EP Wealth Advisors, LLC 0.01% Add +14.8% 19,607 $1.6M
Summit Wealth Partners, LLC 0.32% Add +6.9% 19,559 $1.6M
AXS Investments LLC 0.43% Reduce -22.0% 19,368 $1.6M
IFP Advisors, Inc 0.06% Add +5.5% 19,359 $1.6M
Natixis Advisors, LLC 0.00% Add +37.3% 19,340 $1.6M
Chicago Partners Investment Group LLC 0.06% Add +21.7% 19,749 $1.6M
Global Financial Private Client, LLC 0.62% Add +14.2% 18,915 $1.6M
Leavell Investment Management, Inc. 0.08% Add +174.3% 18,915 $1.6M
Columbus Macro, LLC 0.57% Add +3.1% 18,967 $1.6M
Flagship Harbor Advisors, LLC 0.08% Reduce -3.8% 18,161 $1.5M
Archvest Wealth Advisors, Inc. 0.96% Add +3.1% 18,112 $1.5M
Bigelow Investment Advisors, LLC 0.67% Reduce -8.2% 18,067 $1.5M
Rockland Trust Co. 0.07% No change 17,758 $1.5M
Agate Pass Investment Management, LLC 0.74% Add +6.9% 17,713 $1.5M
Private Trust Co. NA 0.15% Reduce -1.8% 17,708 $1.5M
Ascent Wealth Partners, LLC 0.21% Reduce -0.1% 17,695 $1.5M
Naples Global Advisors, LLC 0.13% Add +10.8% 17,268 $1.4M
Leeward Financial Partners, LLC 0.54% Add +2.7% 17,141 $1.4M
Verus Capital Partners, LLC 0.14% Reduce -9.3% 16,989 $1.4M
Capital Asset Advisory Services LLC 0.07% Reduce -1.9% 17,174 $1.4M
Kingsview Wealth Management, LLC 0.03% Add +0.8% 16,824 $1.4M
CVA Family Office, LLC 0.23% Reduce -3.9% 16,803 $1.4M
Hilltop Holdings Inc. 0.09% Add +15.1% 16,710 $1.4M
Northern Trust Corp. 0.00% New 16,689 $1.4M
Shufro Rose & Co. LLC 0.11% No change 17,463 $1.4M
IPG Investment Advisors LLC 0.30% No change 16,500 $1.4M
TBH Global Asset Management, LLC 0.30% Reduce -1.2% 16,425 $1.4M
Tennessee Valley Asset Management Partners 0.23% Add +12.0% 16,617 $1.4M
CreativeOne Wealth, LLC 0.05% Add +54.5% 16,367 $1.4M
Independence Bank of Kentucky 0.29% Reduce -3.1% 16,348 $1.4M
Genesee Capital Advisors, LLC 0.65% Add +2.0% 16,210 $1.4M
American Investment Services, Inc. 0.23% Add +72.8% 16,130 $1.4M
Moors & Cabot, Inc. 0.07% Add +11.4% 16,072 $1.3M
FMR LLC 0.00% Reduce -10.0% 16,025 $1.3M
Tilia Fiduciary Partners, Inc. 0.93% Reduce -0.6% 16,013 $1.3M
Cornerstone Wealth Group, LLC 0.11% Reduce -26.2% 15,982 $1.3M
LFA - Lugano Financial Advisors SA 0.90% No change 15,882 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Add +2.4% 15,879 $1.3M
Redhawk Wealth Advisors, Inc. 0.19% Reduce -4.8% 15,842 $1.3M
Consolidated Portfolio Review Corp 0.30% Add +4.6% 15,804 $1.3M
Stokes Family Office, LLC 0.14% Reduce -19.6% 15,803 $1.3M
North Star Investment Management Corp. 0.09% Add +0.4% 15,789 $1.3M
Christensen, King & Associates Investment Services, Inc. 0.62% Add +1.1% 15,713 $1.3M
Chesapeake Capital Corp. 1.18% Add +27.9% 15,419 $1.3M
Tidal Investments LLC 0.01% Add +27.9% 15,425 $1.3M
Estate Counselors, LLC 0.13% Add +0.7% 15,292 $1.3M
Prospera Financial Services Inc 0.03% Reduce -6.3% 15,278 $1.3M
Forum Private Client Group LLC 0.56% Reduce -3.0% 15,160 $1.3M
REAP Financial Group, LLC 0.31% Add +31.7% 15,010 $1.3M
Axos Invest Inc. 0.85% — 14,911 $1.2M
First Manhattan Co. Llc. 0.00% Add +4.0% 14,893 $1.2M
Beacon Pointe Advisors, LLC 0.01% Add +11.0% 14,820 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.19% Reduce -1.8% 14,797 $1.2M
Cedrus LLC 0.46% Add +408.8% 14,785 $1.2M
Western Wealth Management, LLC 0.07% Reduce -8.2% 14,715 $1.2M
Mutual Advisors, LLC 0.04% Reduce -11.6% 15,049 $1.2M
StoneX Group Inc. 0.09% Add +1.2% 14,616 $1.2M
Financial Counselors Inc. 0.02% Add +77.9% 14,569 $1.2M
Titan Global Capital Management USA LLC 0.19% Add +17.5% 14,548 $1.2M
Capital Advisory Group Advisory Services, LLC 0.48% Add +80.2% 14,483 $1.2M
Advisory Services Network, LLC 0.02% No change 15,079 $1.2M
Defined Wealth Management, LLC 0.78% Add +2.3% 14,366 $1.2M
Trustmark Bank Trust Department 0.09% Add +0.9% 14,299 $1.2M
Coston, McIsaac & Partners 0.34% Add +9.0% 14,194 $1.2M
Valeo Financial Advisors, LLC 0.03% Reduce -1.7% 14,038 $1.2M
Regal Investment Advisors LLC 0.08% Add +0.1% 13,953 $1.2M
Lido Advisors, LLC 0.01% Reduce -28.4% 13,865 $1.2M
Cooper Financial Group 0.15% Reduce -1.0% 13,638 $1.1M
SGL Investment Advisors, Inc. 0.60% — 14,131 $1.1M
D.A. Davidson & Co. 0.01% Add +8.4% 13,621 $1.1M
Aua Capital Management, LLC 0.65% Reduce -1.8% 13,490 $1.1M
Center For Asset Management LLC 0.67% Add +21.7% 13,436 $1.1M
Forvis Mazars Wealth Advisors, LLC 0.03% Reduce -0.1% 13,360 $1.1M
Smith Anglin Financial, LLC 0.11% Reduce -96.4% 13,348 $1.1M
Palouse Capital Management, Inc. 0.68% Reduce -75.3% 12,923 $1.1M
Cwm, LLC 0.00% Add +26.3% 12,820 $1.1M
Transamerica Financial Advisors, LLC 0.10% Reduce -7.2% 12,775 $1.1M
Rinkey Investments 0.35% New 12,754 $1.1M
Firestone Capital Management 0.27% Add +15.0% 12,740 $1.1M
CIBC Private Wealth Group LLC 0.00% Add +17.9% 12,732 $1.1M
Kades & Cheifetz LLC 0.61% Add +197.3% 12,716 $1.1M
Graypoint LLC 0.07% Reduce -0.7% 12,650 $1.1M
OMNI 360 Wealth, Inc. 0.73% Reduce -12.5% 12,648 $1.1M
Gould Asset Management LLC 0.23% Add +8.0% 12,548 $1.1M
Zacks Investment Management 0.01% Reduce -15.6% 12,505 $1.0M
Triton Financial Group Inc 0.67% Add +21.0% 12,496 $1.0M
Argent Trust Co 0.04% Add +22.5% 12,482 $1.0M
Krilogy Financial LLC 0.07% Reduce -12.0% 12,431 $1.0M
GenTrust, LLC 0.05% Reduce -3.5% 12,356 $1.0M
Legacy Private Trust Co. 0.07% Reduce -18.9% 12,342 $1.0M
Perennial Investment Advisors, LLC 0.13% Reduce -21.5% 12,342 $1.0M
Chandler Asset Management, Inc. 0.19% Add +1.3% 12,330 $1.0M
Outlook Wealth Advisors, LLC 0.30% Reduce -22.6% 12,296 $1.0M
Southland Equity Partners LLC 0.25% New 12,288 $1.0M
Tudor Investment Corporation 0.01% Add +34.0% 12,255 $1.0M
Venture Visionary Partners LLC 0.04% Reduce -3.2% 12,090 $1.0M
Novak & Powell Financial Services, Inc. 0.58% Reduce -38.0% 12,027 $1.0M
Titleist Asset Management, LLC 0.15% Reduce -3.1% 11,968 $1.0M
Vima LLC 2.06% Add +352.9% 11,965 $1.0M
Mesirow Financial Investment Management, Inc. 0.02% Add +111.0% 11,900 $997K
AllSquare Wealth Management LLC 0.57% Reduce -2.5% 11,883 $995K
Berkshire Asset Management LLC 0.05% No change 12,449 $995K
Neumann Capital Management, LLC 0.33% Reduce -10.8% 11,865 $994K
PFG Investments, LLC 0.06% Reduce -57.9% 11,764 $985K
AlTi Global, Inc. 0.02% Add +149.4% 11,620 $973K
Aptus Capital Advisors, LLC 0.01% Add +339.4% 11,575 $969K
Meridian Financial Advisors, LLC 0.64% Add +11.3% 11,511 $964K
Houlihan Financial Resource Group, Ltd. 0.40% Add +0.0% 11,496 $963K
Silver Oak Advisory Group, Inc. 0.49% Add +0.1% 11,490 $962K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Add +2.3% 11,396 $954K
Compass Ion Advisors, LLC 0.12% Add +163.5% 11,344 $950K
Capstone Capital LLC 0.79% Reduce -9.7% 11,320 $948K
Focus Partners Advisor Solutions, LLC 0.02% Add +287.0% 11,278 $945K
BNP Paribas Financial Markets 0.00% Reduce -42.2% 11,268 $944K
High Net Worth Advisory Group LLC 0.26% Add +37.9% 11,232 $941K
Thrive Capital Management, LLC 0.43% Reduce -12.4% 11,013 $922K
Keener Financial Planning LLC 0.60% Reduce -4.5% 10,978 $919K
Choreo, LLC 0.01% Add +0.2% 10,918 $918K
Bath Savings Trust Co 0.09% Reduce -11.5% 10,913 $914K
World Investment Advisors 0.03% Add +180.2% 10,887 $912K
Act Two Investors LLC 0.17% New 10,773 $902K
Integrity Financial Corp 0.53% Reduce -2.8% 10,750 $900K
Source Financial Advisors LLC 0.27% Reduce -8.2% 10,726 $898K
FSC Wealth Advisors, LLC 0.64% Add +9.9% 10,721 $898K
Shelter Mutual Insurance Co 0.21% No change 10,917 $890K
Cunning Capital Partners, LP 0.46% Add +100.0% 10,600 $888K
Independent Wealth Network Inc. 0.39% Add +5.0% 10,485 $878K
Collaborative Wealth Managment Inc. 0.40% Reduce -6.4% 10,430 $873K
Spire Wealth Management 0.03% Reduce -16.5% 10,406 $871K
Vision Capital Management, Inc. 0.12% Reduce -2.2% 10,400 $871K
Wedbush Securities Inc. 0.03% Add +5.7% 10,256 $859K
Freestone Capital Holdings, LLC 0.03% New 10,244 $858K
Wellington Wealth Strategies, LLC. 0.65% Reduce -65.3% 10,540 $858K
Patten Group, Inc. 0.19% Reduce -17.8% 10,219 $856K
Round Rock Advisors LLC 0.20% Reduce -0.1% 10,213 $855K
Alerus Financial NA 0.06% Reduce -9.5% 10,192 $854K
Sonata Capital Group Inc. 0.36% New 10,185 $853K
Novare Capital Management LLC 0.07% Add +4.8% 10,132 $849K
Noesis Capital Mangement Corp. 0.17% New 10,096 $846K
Headlands Technologies LLC 0.10% Reduce -51.3% 10,060 $843K
Mission Wealth Management, LP 0.02% Reduce -0.5% 10,049 $842K
Avidian Wealth Enterprises, LLC 0.04% Add +7.9% 10,035 $840K
Connecticut Wealth Management, LLC 0.04% Reduce -10.3% 10,029 $840K
First Horizon Advisors, Inc. 0.02% Add +0.9% 10,026 $840K
Financial Network Wealth Advisors LLC 0.69% Reduce -4.9% 10,015 $839K
Integral Investment Advisors, Inc. 0.23% New 9,959 $834K
Fiduciary Trust Co 0.01% New 9,958 $834K
FC Advisory LLC 0.28% Add +11.8% 9,946 $833K
Beaird Harris Wealth Management, LLC 0.07% Add +10.6% 9,831 $823K
Baker Tilly Wealth Management, LLC 0.36% Reduce -1.0% 9,824 $823K
Clarity Capital Advisors, LLC 0.59% Reduce -29.7% 9,797 $820K
Greenspring Advisors, LLC 0.18% Add +79.7% 9,777 $819K
Asset Planning Corporation 0.53% New 9,762 $818K
Interactive Financial Advisors, Inc. 0.42% Reduce -2.7% 9,760 $817K
National Philanthropic Trust 0.01% No change 9,757 $817K
Alliance Wealth Advisors, LLC 0.21% Add +1.9% 9,748 $816K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Add +81.9% 9,675 $810K
Pacifica Partners Inc. 0.33% Reduce -0.4% 9,589 $803K
Maia Wealth LLC 0.20% New 9,764 $799K
Olde Wealth Management, LLC 0.29% New 9,536 $798K
Concord Wealth Partners 0.13% Add +15.1% 9,414 $788K
Savant Capital, LLC 0.01% Reduce -50.9% 9,402 $787K
SouthState Bank Corp 0.05% Add +17.8% 9,354 $783K
Migdal Insurance & Financial Holdings Ltd. 0.01% Reduce -8.5% 9,353 $783K
Boston Trust Walden Corp 0.01% Reduce -2.0% 9,337 $782K
Jacobi Capital Management LLC 0.06% Add +34.7% 9,238 $774K
Wealthcare Advisory Partners LLC 0.02% Add +9.8% 9,202 $771K
Ascentis Independent Advisors 0.12% New 8,973 $751K
Ashton Thomas Private Wealth, LLC 0.04% Add +32.4% 8,947 $749K
Sunburst Financial Group, LLC 0.19% Reduce -34.6% 8,876 $743K
Shum Financial Group, Inc. 0.62% — 9,116 $742K
Accretive Wealth Partners, LLC 0.31% Reduce -1.2% 8,849 $741K
Mosaic Financial Group, LLC 0.52% Reduce -0.1% 8,829 $739K
AE Wealth Management LLC 0.01% Reduce -64.0% 8,821 $739K
Glenview Trust Co 0.01% Add +65.1% 8,797 $737K
Baker Ellis Asset Management LLC 0.10% Add +20.6% 8,775 $735K
TFB Advisors LLC 0.22% Add +13.3% 8,738 $732K
Cherrydale Wealth Management, LLC 0.30% Add +79.1% 8,618 $722K
My Legacy Advisors, LLC 0.28% Reduce -10.8% 8,610 $721K
Fermata Advisors, LLC 0.15% Reduce -33.9% 8,601 $720K
Certified Advisory Corp 0.08% New 8,587 $719K
Pinnacle Wealth Management Advisory Group, LLC 0.07% Add +0.9% 8,576 $718K
Allspring Global Investments Holdings, LLC 0.00% Reduce -82.0% 8,561 $717K
IHT Wealth Management, LLC 0.02% Add +10.4% 8,322 $697K
Simon Quick Advisors, LLC 0.04% Add +1.2% 8,291 $694K
Idaho Trust Co 0.33% Reduce -1.5% 8,263 $692K
Treynor Bancshares, Inc. 0.69% Reduce -12.7% 8,099 $678K
Duncker Streett & Co. Inc. 0.12% Reduce -3.1% 8,065 $675K
Pinnacle Associates Ltd. 0.01% Reduce -32.6% 8,255 $671K
Cary Street Partners Investment Advisory LLC 0.02% Reduce -24.7% 7,998 $670K
Valley Wealth Managers, Inc. 0.05% Reduce -10.0% 7,992 $669K
Leo Wealth, LLC 0.06% New 7,862 $658K
Compass Financial Group, INC 0.13% Reduce -4.1% 7,812 $654K
Moser Wealth Advisors, LLC 0.34% Add +0.3% 7,784 $652K
Norden Group LLC 0.08% Reduce -3.0% 7,713 $646K
Tradition Wealth Management, LLC 0.06% Add +159.3% 7,683 $643K
Diversify Wealth Management, LLC 0.06% Reduce -10.2% 7,831 $640K
Lineweaver Wealth Advisors, LLC 0.12% Add +12.6% 7,632 $639K
Brown Advisory Inc. 0.00% Add +13.8% 7,627 $639K
Inspire Advisors, LLC 0.08% Add +1.5% 7,617 $638K
International Private Wealth Advisors LLC 0.92% No change 7,516 $629K
Schmidt P J Investment Management Inc. 0.11% Add +5.3% 7,370 $617K
Geneos Wealth Management Inc. 0.02% Add +89.9% 7,286 $610K
Rwa Wealth Partners, LLC 0.01% Reduce -2.6% 7,155 $599K
Providence First Trust Co 0.25% No change 7,092 $594K
Trilogy Capital Inc. 0.03% Add +2.3% 7,085 $593K
Sage Capital Management, LLC 0.28% Reduce -9.9% 7,034 $589K
Moneta Group Investment Advisors LLC 0.01% New 7,026 $588K
Snowden Capital Advisors LLC 0.02% Add +0.2% 7,023 $588K
One Capital Management, LLC 0.02% Reduce -5.3% 6,947 $582K
Ascent Group, LLC 0.04% Reduce -4.0% 6,940 $581K
Walkner Condon Financial Advisors LLC 0.12% Reduce -9.1% 6,921 $580K
Liberty Capital Management, Inc. 0.12% Reduce -10.0% 6,687 $560K
ProVise Management Group, LLC 0.04% Reduce -1.2% 6,604 $553K
First Merchants Corp. 0.02% Reduce -7.1% 6,564 $550K
Investment Advisory Group, LLC 0.19% No change 6,499 $544K
Keystone Financial Group 0.07% New 6,496 $544K
Dynamic Wealth Strategies, LLC 0.44% Add +9.8% 6,477 $542K
Brooklyn FI, LLC 0.19% Add +64.6% 6,463 $541K
Plotkin Financial Advisors, LLC 0.32% Add +29.9% 6,450 $540K
Private Capital Management, LLC 0.06% Add +0.8% 6,422 $538K
Davidson Investment Advisors 0.03% No change 6,420 $538K
Running Point Capital Advisors, LLC 0.21% Add +12.9% 6,416 $537K
Clark Asset Management, LLC 0.12% Add +0.1% 6,409 $537K
Tsfg, LLC 0.12% Add +240.7% 6,399 $536K
TD Waterhouse Canada Inc. 0.00% Add +221.3% 6,388 $535K
WealthCollab, LLC 0.35% No change 6,366 $533K
Argus Investors' Counsel, Inc. 0.34% Reduce -5.9% 6,307 $528K
Wiser Advisor Group LLC 0.79% Reduce -3.5% 6,297 $527K
Apollon Wealth Management, LLC 0.01% No change 6,286 $526K
Twele Capital Management, Inc. 0.11% Add +14.8% 6,254 $524K
Oxinas Partners, LLC 0.32% Add +81.3% 6,216 $521K
Orleans Capital Management Corp. 0.29% New 6,182 $518K
Community Financial Services Group, LLC 0.11% Reduce -74.8% 6,144 $515K
Garden State Investment Advisory Services LLC 0.16% Add +0.1% 6,107 $512K
Three Bridge Wealth Advisors, LLC 0.19% Add +1.9% 6,072 $509K
JFS Wealth Advisors, LLC 0.03% Add +130.1% 6,048 $507K
Keeley-Teton Advisors, LLC 0.06% Reduce -4.7% 6,041 $506K
CoreCap Advisors, LLC 0.02% Add +12.5% 6,031 $505K
Seelaus Asset Management LLC 0.47% Add +42.9% 6,024 $505K
Allie Family Office LLC 0.27% Reduce -2.5% 6,006 $503K
Condor Capital Management 0.04% No change 5,935 $497K
Azimuth Capital Investment Management LLC 0.02% Add +2.2% 5,915 $495K
Hanover Advisors Inc. 0.21% Add +3.7% 5,854 $490K
Lifeworks Advisors, LLC 0.10% New 5,808 $486K
Harmony Asset Management LLC 0.18% Add +1.8% 5,759 $482K
Empower Advisory Group, LLC 0.00% Add +4.3% 5,752 $482K
Talon Private Wealth, LLC 0.10% — 5,739 $481K
180 Wealth Advisors, LLC 0.08% Reduce -43.7% 5,716 $479K
Guardian Wealth Management, Inc. 0.33% Add +32.9% 5,637 $472K
Creative Financial Designs Inc. 0.04% Reduce -83.7% 5,548 $465K
Forza Wealth Management, LLC 0.21% No change 5,542 $464K
TCV Trust & Wealth Management, Inc. 0.04% No change 5,530 $463K
Pekin Hardy Strauss, Inc. 0.06% Reduce -1.3% 5,529 $463K
IVC Wealth Advisors LLC 0.25% Reduce -7.2% 5,526 $463K
SG Americas Securities, LLC 0.00% New 5,511 $462K
Van Hulzen Asset Management, LLC 0.03% Add +29.6% 5,450 $456K
Kraft, Davis & Associates, LLC 0.13% New 5,567 $453K
Davis R M Inc. 0.01% No change 5,372 $450K
J. W. Coons Advisors, LLC 0.08% Add +33.5% 5,335 $447K
Aveo Capital Partners, LLC 0.05% Add +0.4% 5,328 $446K
Stablepoint Partners, LLC 0.08% Add +3.9% 5,304 $444K
Avaii Wealth Management, LLC 0.22% Reduce -59.2% 5,282 $442K
Prosperity Consulting Group, LLC 0.03% Add +27.7% 5,240 $439K
Beaumont Financial Advisors, LLC 0.03% Add +0.6% 5,239 $439K
Fiduciary Alliance LLC 0.06% New 5,209 $436K
Insight Inv LLC 0.36% Reduce -37.6% 5,191 $435K
First United Bank & Trust 0.16% Add +9.7% 5,170 $433K
Wilmington Savings Fund Society, FSB 0.01% Add +78.5% 5,143 $431K
Uptick Partners, LLC 0.18% New 5,123 $429K
Edgestream Partners, L.P. 0.02% Reduce -65.1% 5,096 $427K
Capital Analysts, LLC 0.02% Add +11.0% 5,090 $426K
Horan Capital Advisors, LLC. 0.14% Reduce -4.0% 5,023 $421K
Powell Investment Advisors, LLC 0.20% Add +56.9% 5,020 $420K
Concourse Financial Group Securities, Inc. 0.02% Add +77.5% 4,958 $415K
U.S. Capital Wealth Advisors, LLC 0.01% Add +2.6% 4,951 $415K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,915 $412K
Kingswood Wealth Advisors, LLC 0.03% Reduce -1.6% 4,916 $412K
Atlas Capital Advisors Inc. 0.06% Add +5.1% 4,906 $411K
Lake Street Advisors Group, LLC 0.02% No change 4,883 $409K
Sweeney & Michel, LLC 0.16% Add +47.1% 4,955 $409K
Wescott Financial Advisory Group, LLC 0.04% Add +5.1% 4,874 $408K
Spectrum Wealth Counsel, LLC 0.05% Reduce -9.3% 4,820 $404K
Summit Global Investments 0.03% Reduce -1.1% 4,794 $402K
Sax Wealth Advisors, LLC 0.04% Reduce -6.4% 4,761 $399K
Ameliora Wealth Management Ltd. 0.17% New 4,727 $396K
Efficient Advisors, LLC 0.02% Reduce -1.1% 4,706 $394K
Octavia Wealth Advisors, LLC 0.05% Add +0.0% 4,663 $390K
Occidental Asset Management, LLC 0.06% Add +23.7% 4,662 $390K
First PREMIER Bank 0.10% Add +65.3% 4,639 $389K
Narus Financial Partners, LLC 0.14% Reduce -0.6% 4,619 $387K
Merkkuri Wealth Advisors LLC 0.30% Add +1.1% 4,607 $386K
Bristlecone Advisors, LLC 0.03% Add +1.1% 4,607 $386K
Zhang Financial LLC 0.02% Add +0.2% 4,548 $381K
Haverford Trust Co 0.00% New 4,536 $380K
CIC Wealth, LLC 0.10% Add +0.5% 4,520 $379K
Raab & Moskowitz Asset Management LLC 0.09% No change 4,425 $371K
Greenwood Capital Associates LLC 0.05% No change 4,386 $367K
Bedel Financial Consulting, Inc. 0.05% Add +0.8% 4,320 $362K
Laraway Financial Advisors Inc 0.29% Add +24.8% 4,298 $360K
Brighton Jones LLC 0.01% Reduce -7.6% 4,289 $359K
Mengis Capital Management, Inc. 0.07% Reduce -8.2% 4,285 $359K
Mason Investment Advisory Services, Inc. 0.02% Add +0.8% 4,284 $359K
Wallace Advisory Group, LLC 0.26% No change 4,467 $357K
Global Assets Advisory, LLC 0.19% New 4,246 $356K
Obermeyer Wealth Partners 0.02% Add +15.2% 4,246 $356K
Sawyer & Company, Inc 0.13% Add +1.1% 4,232 $354K
Breed's Hill Capital LLC 0.29% No change 4,217 $353K
Sovereign Financial Group, Inc. 0.08% Reduce -4.6% 4,199 $352K
Meitav Investment House Ltd. 0.01% Add +17.0% 4,602 $351K
Lutz Financial Services LLC 0.03% No change 4,192 $351K
Grandview Asset Management LLC 0.20% Add +9.9% 4,174 $350K
FSB Premier Wealth Management, Inc. 0.14% Reduce -2.9% 4,166 $349K
O'Dell Group, LLC 0.08% Add +10.1% 4,122 $345K
Northwest Bank & Trust Co 0.26% Add +6.0% 4,121 $345K
Concorde Asset Management, LLC 0.19% Add +5.7% 4,115 $345K
Stephens Group Asset Management, LLC 0.03% No change 4,113 $344K
Centaurus Financial, Inc. 0.02% Add +54.4% 4,105 $344K
TD Capital Management LLC 0.03% No change 4,100 $343K
Edge Capital Group, LLC 0.02% No change 4,078 $342K
Lake Street Private Wealth, LLC 0.05% Add +0.1% 4,044 $339K
Uncommon Cents Investing LLC 0.09% Add +15.1% 4,030 $338K
Benchmark Wealth Management, LLC 0.17% No change 4,006 $336K
Ceeto Capital Group, LLC 0.13% No change 4,000 $335K
Kovack Advisors, Inc. 0.04% Add +17.9% 3,997 $335K
Hibernia Wealth Partners, LLC 0.12% New 3,991 $334K
Culbertson A N & Co. Inc. 0.05% Add +6.0% 3,980 $333K
Chapin Davis, Inc. 0.11% Reduce -2.1% 3,960 $332K
Performance Wealth Partners, LLC 0.01% New 3,936 $330K
Roger Wittlin Investment Advisory, LLC 0.19% Add +1.1% 3,920 $328K
Kohmann Bosshard Financial Services, LLC 0.04% No change 3,862 $323K
Arete Wealth Advisors, LLC 0.03% Reduce -72.1% 3,825 $320K
Cadence Bank 0.02% New 3,804 $319K
Brophy Wealth Management, LLC 0.11% — 3,772 $316K
Charter Oak Capital Management, LLC 0.03% Add +37.3% 3,731 $313K
CW Advisors, LLC 0.00% New 3,728 $312K
One Charles Private Wealth Services, LLC 0.12% Reduce -67.1% 3,713 $311K
RPS Advisory Solutions LLC 0.22% Add +2.5% 3,705 $310K
Caitlin John, LLC 0.20% Reduce -0.3% 3,791 $307K
Lynx Investment Advisory 0.22% Add +594.1% 3,658 $306K
Frank, Rimerman Advisors LLC 0.02% No change 3,635 $304K
Berger Financial Group, Inc 0.02% Add +0.3% 3,618 $303K
Parkside Financial Bank & Trust 0.04% Add +1.1% 3,609 $302K
Objectivity Squared, LLC 0.21% Add +13.1% 3,658 $302K
UMB Bank, n.a. 0.00% No change 3,595 $301K
Brass Tax Wealth Management, Inc. 0.06% Reduce -30.8% 3,576 $300K
Cedar Point Capital Partners, LLC 0.21% New 3,575 $299K
Regions Financial Corp. 0.00% Add +9.4% 3,567 $299K
Peninsula Wealth, LLC 0.05% Reduce -52.1% 3,597 $298K
Mustard Seed Financial, LLC 0.25% No change 3,546 $297K
Redmont Wealth Advisors LLC 0.46% No change 3,543 $297K
Total Clarity Wealth Management, Inc. 0.10% Reduce -24.4% 3,525 $295K
Federation des caisses Desjardins du Quebec 0.00% Add +26.1% 3,525 $295K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $295K
Hennion & Walsh Asset Management, Inc. 0.01% New 3,477 $291K
Csenge Advisory Group 0.02% Add +8.1% 3,514 $290K
Mach-1 Financial Group, LLC 0.18% Add +0.4% 3,449 $289K
Main Street Financial Solutions, LLC 0.03% Reduce -9.9% 3,445 $288K
BCS Wealth Management 0.12% Add +3.3% 3,418 $286K
Pinnacle Financial Group, LLC / IL 0.11% New 3,385 $284K
Talisman Wealth Advisors LLC 0.30% Reduce -6.4% 3,372 $283K
SeaCrest Wealth Management, LLC 0.03% Reduce -2.9% 3,375 $283K
Simplicity Wealth,LLC 0.03% Reduce -5.2% 3,361 $282K
Compound Planning, Inc. 0.02% Reduce -36.8% 3,352 $281K
Harbour Investments, Inc. 0.01% Add +9.0% 3,305 $277K
Astoria Portfolio Advisors LLC. 0.09% Add +6.9% 3,346 $276K
Raffa Wealth Management, LLC 0.07% Add +0.1% 3,260 $273K
FourThought Financial Partners, LLC 0.03% No change 3,254 $273K
Kanawha Capital Management LLC 0.02% Reduce -32.4% 3,252 $272K
Callahan Advisors, LLC 0.03% Add +5.4% 3,239 $271K
Continuum Advisory, LLC 0.03% Add +2.5% 3,316 $268K
HB Wealth Management, LLC 0.00% Add +9.9% 3,181 $266K
First Financial Bankshares Inc 0.01% Reduce -41.4% 3,172 $266K
Capital Investment Advisors, LLC 0.01% Add +0.1% 3,163 $265K
Planning Directions Inc. 0.16% New 3,162 $265K
Joel Isaacson & Co., LLC 0.01% New 3,121 $261K
Cassady Schiller Wealth Management, LLC 0.10% Reduce -1.1% 3,106 $260K
RiverGlades Family Offices LLC 0.18% No change 3,084 $258K
Rothschild Wealth LLC 0.08% Reduce -2.5% 3,073 $257K
Swmg, LLC 0.11% Reduce -17.5% 3,176 $257K
Householder Group Estate & Retirement Specialist, LLC 0.07% Add +0.2% 3,069 $257K
Nottingham Advisors, Inc. 0.03% Reduce -14.8% 3,067 $257K
Anson Capital, Inc. 0.23% Reduce -33.2% 3,057 $256K
Clifford Swan Investment Counsel LLC 0.01% Add +0.8% 3,016 $253K
Sage Mountain Advisors LLC 0.02% Reduce -3.5% 3,005 $252K
Security National Bank 0.03% No change 3,000 $251K
Wells Financial Advisors INC 0.34% Reduce -64.8% 2,988 $250K
Texas Yale Capital Corp. 0.01% Add +11.6% 2,978 $249K
Lord, Abbett & Co. LLC 0.00% New 2,968 $249K
Nilsine Partners, LLC 0.03% New 2,972 $249K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.07% Add +173.1% 2,958 $248K
Evoke Wealth, LLC 0.01% New 2,951 $247K
Bar Harbor Wealth Management 0.02% Reduce -7.4% 2,947 $247K
Integrity Wealth Solutions LLC 0.14% Add +1.1% 2,942 $246K
William Howard & Co Financial Advisors Inc 0.21% New 2,935 $246K
RFG Advisory, LLC 0.01% Add +12.1% 2,924 $245K
Franklin Resources Inc. 0.00% Reduce -5.9% 2,968 $245K
UNIVEST FINANCIAL Corp 0.02% New 2,908 $244K
Tyche Wealth Partners LLC 0.06% No change 2,907 $243K
Wealth Effects LLC 0.09% New 2,897 $243K
Pinnacle Bancorp, Inc. 0.06% Add +24.2% 2,876 $241K
Allen Capital Group, LLC 0.03% Add +5.6% 2,870 $240K
Debussy Capital Management LP 0.07% New 2,855 $239K
Creekside Partners 0.12% Add +1.1% 2,850 $239K
Bank of Stockton 0.07% Reduce -15.8% 2,825 $237K
Security Financial Services, INC. 0.05% Reduce -75.6% 2,817 $236K
Silver Oak Securities, Incorporated 0.02% New 2,810 $236K
Resurgent Financial Advisors LLC 0.14% Add +7.2% 2,802 $235K
Weaver Consulting Group 0.07% Reduce -26.4% 2,744 $230K
Whitaker-Myers Wealth Managers, LTD. 0.08% Reduce -21.2% 2,743 $230K
JMG Financial Group, Ltd. 0.01% No change 2,718 $228K
Accurate Wealth Management, LLC 0.05% New 2,743 $227K
Barrett & Company, Inc. 0.10% Add +0.3% 2,679 $224K
Mendel Capital Management LLC 0.14% Reduce -6.9% 2,646 $222K
Twin Peaks Wealth Advisors, LLC 0.10% New 2,644 $222K
Wesbanco Bank Inc. 0.01% Reduce -22.1% 2,624 $220K
MAS Advisors LLC 0.47% No change 2,621 $220K
Ninety One UK Ltd 0.00% New 2,610 $219K
Bey-Douglas LLC 0.19% Reduce -8.5% 2,599 $218K
Operose Advisors LLC 0.07% Add +6168.3% 2,570 $215K
First Hawaiian Bank 0.01% No change 2,569 $215K
Trust Co. of Vermont 0.01% Add +93.9% 2,567 $215K
Darrow Company, Inc. 0.12% Reduce -0.7% 2,547 $213K
Ti-Trust, Inc. 0.15% New 2,521 $211K
Godsey & Gibb, Inc. 0.02% New 2,505 $210K
Evanson Asset Management, LLC 0.01% New 2,496 $209K
Maple Capital Management, Inc. 0.02% New 2,492 $209K
Elios Financial Group Inc. 0.10% — 2,484 $208K
Keel Point, LLC 0.02% New 2,468 $207K
Strategic Planning Group, LLC 0.04% New 2,453 $206K
Ritholtz Wealth Management 0.01% Reduce -4.0% 2,443 $205K
Procyon Advisors, LLC 0.01% Reduce -3.5% 2,438 $204K
Disciplined Investments, LLC 0.10% New 2,428 $203K
Ellis Investment Partners, LLC 0.04% Reduce -5.8% 2,420 $203K
Atlanta Consulting Group Advisors, LLC 0.05% New 2,415 $202K
HCR Wealth Advisors 0.03% New 2,414 $202K
Armstrong Advisory Group, Inc. 0.02% No change 2,406 $202K
Colonial Trust Advisors 0.02% New 2,350 $197K
Breakwater Investment Management 0.08% No change 2,342 $196K
Voisard Asset Management Group, Inc. 0.08% Add +0.6% 2,319 $194K
Front Row Advisors LLC 0.07% Reduce -17.2% 2,211 $185K
Family Manage LLC 0.03% Reduce -15.8% 2,181 $183K
Bokf, NA 0.00% Reduce -19.6% 2,050 $171K
Carmichael Hill & Associates, Inc. 0.06% Add +39.3% 1,907 $160K
Ridgewood Investments LLC 0.08% Reduce -7.2% 1,891 $158K
Urban Financial Advisory Corp 0.09% New 1,888 $158K
Eastern Bank 0.00% New 1,880 $157K
Johnson Financial Group, Inc. 0.01% New 1,874 $157K
Larson Financial Group LLC 0.01% Reduce -47.5% 1,869 $157K
Macroview Investment Management LLC 0.15% Add +1.1% 1,832 $153K
Sugarloaf Wealth Management, LLC 0.02% Reduce -13.3% 1,766 $148K
Fifth Third Bancorp 0.00% Reduce -5.4% 1,721 $144K
JNBA Financial Advisors 0.01% No change 1,616 $135K
Planned Solutions, Inc. 0.05% New 1,604 $134K
Investors Research Corp 0.03% No change 1,604 $134K
WFA of San Diego, LLC 0.11% No change 1,570 $131K
Allianz SE 0.00% No change 1,527 $128K
Clearstead Advisors, LLC 0.00% Add +1.1% 1,441 $121K
Sachetta, LLC 0.05% No change 1,438 $120K
WealthShield Partners, LLC 0.02% Reduce -11.9% 1,434 $120K
Oarsman Capital, Inc. 0.02% New 1,411 $118K
Sanctuary Wealth Management, L.L.C. 0.08% No change 1,351 $113K
Claris Advisors, LLC / Mo / 0.05% New 1,343 $112K
S.A. Mason LLC 0.06% No change 1,310 $110K
SRH Advisors, LLC 0.03% No change 1,200 $101K
Signaturefd, LLC 0.00% No change 1,197 $100K
Coastline Trust Co 0.01% New 1,173 $98K
Colonial Trust Co / SC 0.01% Reduce -17.0% 1,152 $96K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,147 $96K
TruNorth Capital Management, LLC 0.03% No change 1,146 $96K
Flaharty Asset Management, LLC 0.01% New 1,100 $92K
Bogart Wealth, LLC 0.00% Add +0.2% 1,067 $89K
Capital Investment Advisory Services, LLC 0.01% No change 1,044 $87K
Financial Connections Group, Inc. 0.04% Add +0.7% 1,016 $85K
GPS Wealth Strategies Group, LLC 0.01% Add +34.5% 986 $83K
Rothschild Investment LLC 0.01% Add +0.4% 979 $82K
Ancora Advisors LLC 0.00% Reduce -23.9% 910 $76K
Delta Asset Management LLC 0.01% No change 901 $75K
Richardson Financial Services Inc. 0.05% No change 943 $75K
Venturi Wealth Management, LLC 0.00% Reduce -99.7% 877 $73K
Robinswood Financial LLC 0.03% Add +213.0% 817 $68K
First Command Advisory Services, Inc. 0.00% Add +205.8% 786 $66K
GAMMA Investing LLC 0.01% New 776 $65K
MidAtlantic Capital Management, Inc. 0.05% Reduce -2.4% 772 $65K
Anchor Investment Management, LLC 0.01% Reduce -57.0% 753 $63K
Heck Capital Advisors, LLC 0.01% Add +1.1% 715 $60K
Chilton Capital Management LLC 0.00% No change 700 $59K
Key Financial Inc 0.01% No change 661 $55K
Piscataqua Savings Bank 0.05% No change 644 $54K
MCF Advisors LLC 0.00% No change 630 $53K
Northwest Financial Advisors 0.04% New 600 $50K
Cullen/Frost Bankers, Inc. 0.00% Add +1302.4% 589 $49K
Princeton Global Asset Management LLC 0.01% No change 589 $49K
New Republic Capital, LLC 0.03% Reduce -50.0% 558 $47K
Salem Investment Counselors Inc. 0.00% No change 555 $46K
DHJJ Financial Advisors, Ltd. 0.02% Add +0.2% 533 $45K
Coppell Advisory Solutions LLC 0.01% Add +65.6% 530 $45K
Founders Financial Alliance, LLC 0.01% New 527 $44K
Turim 21 Investimentos Ltda. 0.01% No change 521 $44K
FinTrust Capital Advisors, LLC 0.01% No change 470 $39K
Edmond DE Rothschild Holding S.A. 0.00% No change 469 $39K
WASHINGTON TRUST Co 0.00% No change 462 $39K
AdvisorNet Financial, Inc 0.00% Reduce -48.1% 458 $38K
Archer Investment Corp 0.01% Add +0.3% 397 $33K
Mascoma Wealth Management LLC 0.01% No change 397 $33K
Harbor Investment Advisory, LLC 0.00% No change 373 $31K
Beacon Capital Management, LLC 0.00% Add +98.9% 372 $31K
Pineridge Advisors LLC 0.01% Reduce -12.1% 362 $30K
Indiana Trust & Investment Management Co 0.01% No change 359 $30K
Sound Income Strategies, LLC 0.00% Add +73.9% 353 $30K
Nvwm, LLC 0.01% No change 350 $29K
Motco 0.00% Add +781.6% 335 $28K
Private Capital Management LLC 0.01% New 334 $28K
Baldwin Wealth Partners LLC 0.00% New 329 $28K
Creekmur Asset Management LLC 0.01% Add +0.9% 326 $27K
Bull Oak Capital, LLC 0.02% New 324 $27K
Financial Gravity Companies, Inc. 0.01% — 313 $26K
O'shaughnessy Asset Management, LLC 0.00% Add +654.8% 317 $26K
Eukles Asset Management 0.01% No change 310 $26K
Caldwell Trust Co 0.00% Add +100.7% 303 $25K
Providence Capital Advisors, LLC 0.01% New 301 $25K
Glen Eagle Advisors, LLC 0.00% Reduce -85.9% 301 $25K
Fortitude Family Office, LLC 0.01% Add +1.1% 290 $24K
Cherry Tree Wealth Management, LLC 0.01% No change 270 $23K
NorthRock Partners, LLC 0.00% Reduce -59.4% 267 $22K
Atwood & Palmer Inc. 0.00% New 225 $19K
Cornerstone Planning Group LLC 0.00% Reduce -62.7% 226 $18K
St. Johns Investment Management Company, LLC 0.01% New 216 $18K
Darwin Wealth Management, LLC 0.00% New 200 $17K
Colony Family Offices, LLC 0.01% New 198 $17K
Quadrant Capital Group LLC 0.00% New 189 $16K
Delos Wealth Advisors, LLC 0.01% New 180 $15K
Farmers & Merchants Investments Inc. 0.00% No change 172 $14K
McIlrath & Eck, LLC 0.00% Reduce -31.7% 170 $14K
Laurel Wealth Advisors LLC 0.00% No change 166 $14K
Tidemark, LLC 0.01% No change 160 $13K
Vermillion & White Wealth Management Group, LLC 0.01% No change 160 $13K
Hoese & Co LLP 0.01% No change 158 $13K
Frazier Financial Advisors, LLC 0.01% Add +1862.5% 157 $13K
Stephens Consulting, LLC 0.00% No change 155 $13K
Wolff Wiese Magana LLC 0.01% No change 153 $13K
GoalVest Advisory LLC 0.00% New 151 $13K
M&R Capital Management Inc. 0.00% No change 150 $13K
American National Bank & Trust 0.00% Reduce -69.8% 142 $12K
GHP Investment Advisors, Inc. 0.00% No change 140 $12K
Truvestments Capital LLC 0.00% New 136 $11K
Tucker Asset Management LLC 0.00% Reduce -81.7% 127 $11K
Elevate Wealth Advisory, Inc. 0.01% No change 125 $10K
Jaffetilchin Investment Partners, LLC 0.00% New 122 $10K
Cypress Capital Management LLC (WY) 0.01% No change 120 $10K
Oakworth Capital, Inc. 0.00% Add +73.1% 116 $10K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
Aspire Private Capital, LLC 0.00% Reduce -20.4% 105 $9K
American Capital Advisory, LLC 0.00% Add +3.1% 101 $8K
1620 Investment Advisors, Inc. 0.01% No change 100 $8K
Mendota Financial Group, LLC 0.00% No change 97 $8K
ORG Partners LLC 0.00% No change 90 $8K
Brown, Lisle/Cummings, Inc. 0.00% No change 88 $7K
Foster Dykema Cabot & Partners, LLC 0.00% New 87 $7K
Tompkins Financial Corp. 0.00% Add +2733.3% 85 $7K
WR Wealth Planners, LLC 0.00% Add +1.2% 82 $7K
SIMA Wealth Partners, LLC 0.01% No change 75 $6K
Asset Dedication, LLC 0.00% Add +173.1% 71 $6K
Jamison Private Wealth Management, Inc. 0.00% No change 70 $6K
Bell Investment Advisors, Inc 0.00% Add +1.5% 69 $6K
Kozak & Associates, Inc. 0.00% Reduce -42.6% 66 $5K
EPG Wealth Management LLC 0.00% Add +0.0% 62 $5K
Bangor Savings Bank 0.00% Add +3.6% 57 $5K
Element Wealth, LLC 0.00% No change 56 $5K
Red Tortoise LLC 0.00% No change 56 $5K
Mitchell Sinkler & Starr 0.00% No change 55 $5K
Broadwater Capital Management LLC 0.00% No change 38 $3K
Valley National Advisers Inc. 0.00% No change 39 $3K
First Personal Financial Services 0.00% No change 35 $3K
FSA Wealth Management LLC 0.00% — 26 $2K
Capital Advisors, Ltd. LLC 0.00% No change 26 $2K
Earned Wealth Advisors, LLC 0.00% New 20 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -97.9% 20 $2K
Centennial Bank 0.00% No change 19 $2K
Legacy Investment Solutions, LLC 0.00% — 18 $1K
Legacy Wealth Managment, LLC 0.00% — 18 $1K
Cape Investment Advisory, Inc. 0.00% No change 17 $1K
Christopher J. Hasenberg, Inc 0.00% No change 17 $1K
Kings Path Partners LLC 0.00% No change 11 $921
Salomon & Ludwin, LLC 0.00% No change 11 $921
Main Street Group, LTD 0.00% No change 10 $838
Fourpath Capital Management, LLC 0.00% New 8 $670
Signature Resources Capital Management, LLC 0.00% No change 6 $502
Caldwell Sutter Capital, Inc. 0.00% No change 5 $419
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -99.7% 1 $127
Sunbelt Securities, Inc. 0.00% Reduce -95.2% 1 $77
Mather Group, Llc. 0.00% New 1 $56

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