Vanguard Int-Term CorporateVCITETF

13F holders, Q4 2024 (December 31)
1,179holders +95
90new positions
77sold out
5famous investors
$80.23avg. 13F price*

At the end of Q4 2024, 1,179 institutions reported holding Vanguard Int-Term Corporate (VCIT) in their 13F filings, up 95 from Q3 2024. 90 opened new positions and 77 sold out. The largest holders were Fisher Asset Management ($7.4B), Bank of America Corp. ($5.1B) and JPMorgan Chase & Co. ($4.0B). 5 famous investors held it, including Ken Fisher (3.0% of Fisher Asset Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions90$154.2M
Exits77$661.0M

All 13F filers, Q3 2024 → Q4 2024: 30,699,736 shares bought and 23,448,720 shares sold, net +7,251,016 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,179 holders

Fisher Asset Management 2.96% Add +4.8% 92,783,951 $7.4B
Bank of America Corp. 0.47% Add +4.5% 63,704,527 $5.1B
JPMorgan Chase & Co. 0.32% Add +6.3% 50,189,734 $4.0B
Creative Planning 1.92% Add +2.3% 24,612,975 $2.0B
Prudential PLC 8.05% Reduce -4.3% 19,817,056 $1.6B
Morgan Stanley 0.09% Add +3.3% 15,654,091 $1.3B
Royal Bank of Canada 0.21% Add +4.2% 11,856,196 $951.7M
Goldman Sachs Group Inc. 0.18% Add +1.3% 11,678,626 $937.4M
LPL Financial LLC 0.37% Add +5.2% 11,292,264 $906.4M
Envestnet Asset Management Inc. 0.27% Add +0.6% 10,405,350 $835.2M
Japan Science & Technology Agency 13.40% Reduce -11.0% 9,750,000 $782.6M
Wells Fargo & Company 0.18% Add +10.2% 9,154,276 $734.8M
Ameriprise Financial Inc. 0.19% Reduce -9.6% 9,045,978 $726.0M
D. E. Shaw & Co. 0.43% Reduce -43.9% 4,475,588 $359.3M
Raymond James Financial Inc. 0.12% — 4,028,527 $323.4M
Vanguard Group Inc. 0.01% Add +6.1% 3,962,387 $318.1M
PNC Financial Services Group, Inc. 0.20% Add +4.7% 3,817,496 $306.4M
Nepc LLC 8.21% Add +1.2% 3,808,917 $305.7M
UBS Group AG 0.06% Add +16.2% 3,517,944 $282.4M
State of Tennessee, Department of Treasury 1.01% Reduce -11.8% 3,459,378 $277.7M
Wealthfront Advisers LLC 0.72% Add +1557.7% 3,087,461 $247.8M
Baird Financial Group, Inc. 0.43% Add +18.5% 2,831,244 $227.3M
Varma Mutual Pension Insurance Co 1.65% No change 2,700,000 $216.7M
American Family Investments, Inc. 10.41% Add +51.9% 2,677,000 $214.9M
Manufacturers Life Insurance Company, The 0.17% Add +4.5% 2,422,333 $194.4M
Corient Private Wealth LP 0.28% Reduce -4.5% 2,111,567 $169.5M
Blue Trust, Inc. 2.03% Reduce -24.6% 1,977,542 $158.7M
First Interstate Bank 9.13% Add +1.7% 1,879,398 $150.9M
Bank of New York Mellon Corp 0.03% Add +5.2% 1,866,598 $149.8M
Commonwealth Equity Services, LLC 0.19% Add +7.5% 1,613,108 $129.5M
State Farm Mutual Automobile Insurance Co. 0.12% No change 1,612,000 $129.4M
Great Valley Advisor Group, Inc. 2.85% Add +10.6% 1,588,291 $127.5M
BlackRock, Inc. 0.00% Add +157.0% 1,573,379 $126.3M
RiverFront Investment Group, LLC 2.64% Add +0.1% 1,442,470 $115.8M
Townsquare Capital LLC 1.29% Add +17.3% 1,419,924 $114.0M
Facet Wealth, Inc. 2.73% Add +7.4% 1,277,314 $103.0M
Janney Montgomery Scott LLC 0.29% Reduce -5.4% 1,281,303 $102.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 2.68% Add +3.8% 1,229,252 $98.7M
Focus Partners Wealth 0.24% Add +47.8% 1,128,069 $90.6M
Capital Advantage, Inc. 16.10% Reduce -14.9% 1,100,656 $88.3M
Aozora Bank, LTD. 93.17% No change 1,090,000 $87.5M
Assetmark, Inc. 0.24% Add +3.1% 1,085,361 $87.1M
Equitable Holdings, Inc. 0.74% Add +6.7% 969,230 $77.8M
Truist Financial Corp. 0.12% Add +0.3% 950,208 $76.3M
Rebalance, LLC 5.59% Add +3.1% 931,797 $74.8M
Davidson Capital Management Inc. 18.39% Add +7.8% 870,565 $69.9M
HighTower Advisors, LLC 0.09% Add +13.6% 852,990 $68.5M
Mitsubishi UFJ Asset Management Co., Ltd. 0.07% Reduce -10.5% 842,000 $67.4M
Robertson Stephens Wealth Management, LLC 2.38% Add +33.0% 833,460 $66.9M
Strategic Financial Services, Inc. 3.76% Reduce -24.2% 784,962 $63.0M
Busey Bank 2.06% Add +57.3% 783,408 $62.9M
Cape Cod Five Cents Savings Bank 5.35% No change 718,432 $60.2M
1832 Asset Management L.P. 0.11% Reduce -0.3% 743,998 $59.7M
Cetera Investment Advisers 0.12% Add +14.2% 739,486 $59.4M
Jane Street Group, LLC 0.10% Reduce -2.0% 736,185 $59.1M
Patriot Investment Management Group, Inc. 4.37% Add +3.6% 728,314 $58.5M
Keybank National Association 0.22% Add +1.2% 718,415 $57.7M
Benjamin Edwards Inc. 0.82% Add +5.4% 714,507 $57.4M
Legacy Edge Advisors, LLC 9.08% Add +17.2% 711,228 $57.2M
American Century Companies Inc. 0.03% Add +5.5% 685,400 $55.0M
WestEnd Advisors, LLC 1.40% Reduce -4.8% 685,315 $55.0M
Bartlett & Co. Wealth Management LLC 0.78% Add +2.8% 668,858 $53.7M
BNP Paribas Financial Markets 0.04% Add +5690.8% 652,507 $52.4M
Constellation Investments, Inc. 2.28% — 625,000 $50.2M
Mirae Asset Global Investments Co., Ltd. 0.20% Add +25.3% 611,800 $49.2M
Sequoia Financial Advisors, LLC 0.46% Add +9.5% 600,479 $48.2M
Morningstar Investment Management LLC 3.79% New 598,754 $48.1M
Bridgewater Advisors Inc. 4.97% Add +1.9% 600,839 $47.6M
Advisory Alpha, LLC 1.68% Add +7.5% 587,012 $47.1M
Arkos Global Advisors 6.85% Add +110.3% 581,386 $46.7M
Dodds Wealth, LLC 14.76% Add +3.7% 571,631 $45.9M
Thrivent Financial for Lutherans 0.09% Reduce -0.7% 562,703 $45.3M
Essex LLC 9.47% Add +4.5% 561,639 $45.1M
Evergreen Advisors, LLC 12.23% Add +11.2% 557,423 $44.7M
Flputnam Investment Management Co. 0.79% Add +167.2% 536,612 $43.1M
Financial Advisory Partners, LLC 13.98% Add +4.5% 524,366 $42.1M
Brandywine Oak Private Wealth LLC 4.07% Reduce -2.2% 518,171 $41.6M
Stifel Financial Corp. 0.04% Reduce -5.5% 517,452 $41.5M
Alliancebernstein L.P. 0.01% Add +63.6% 517,351 $41.5M
Arista Wealth Management, LLC 9.56% Reduce -1.2% 496,747 $39.9M
GDS Wealth Management 3.60% Add +17.8% 492,427 $39.5M
Howe & Rusling Inc. 3.38% Add +4.5% 488,083 $39.2M
Southern Farm Bureau Life Insurance 5.56% No change 487,736 $39.1M
Scotia Capital Inc. 0.20% Reduce -5.0% 476,120 $38.2M
Bank of Montreal 0.02% Add +7.1% 469,799 $37.7M
DecisionPoint Financial, LLC 11.48% Add +5.0% 467,874 $37.6M
Hudock, Inc. 6.46% Add +0.5% 461,030 $37.0M
Bessemer Group Inc. 0.06% Add +20.9% 450,782 $36.2M
Waverly Advisors, LLC 0.55% Add +12.9% 446,619 $35.9M
Hanson & Doremus Investment Management 5.59% Add +5.1% 445,139 $35.7M
Steward Partners Investment Advisory, LLC 0.32% Add +6.3% 443,531 $35.6M
MilWealth Group LLC 9.64% Add +4.6% 440,074 $35.3M
&partners 0.42% Add +87.6% 438,043 $35.2M
Newton One Investments LLC 13.42% Add +4.0% 433,714 $34.8M
Bishop & Co Investment Management, LLC 13.14% Add +3.3% 429,112 $34.4M
NewEdge Wealth, LLC 0.60% Reduce -0.8% 428,364 $34.4M
Allen Investment Management, LLC 0.39% Add +52.7% 424,494 $34.1M
NewEdge Advisors, LLC 0.20% Add +19.8% 408,791 $32.8M
Lebenthal Global Advisors, LLC 5.99% Add +0.2% 408,429 $32.8M
Focused Wealth Management, Inc 4.37% Add +8.1% 402,828 $32.3M
Cypress Financial Planning LLC 11.76% Add +1.8% 399,215 $32.0M
Strategic Wealth Investment Group, LLC 1.77% Reduce -5.3% 399,004 $32.0M
Stonebridge Capital Advisors LLC 2.54% Add +7.2% 393,684 $31.6M
Steele Capital Management, Inc. 1.62% Add +1.7% 388,765 $31.2M
Mitsubishi UFJ Trust & Banking Corp 0.07% No change 385,230 $30.9M
Citigroup Inc. 0.03% Reduce -56.6% 382,132 $30.7M
Hilton Capital Management, LLC 2.57% Reduce -23.4% 369,616 $29.7M
Cambridge Investment Research Advisors, Inc. 0.10% Add +40.4% 368,457 $29.6M
Pacific Capital Wealth Advisors, Inc. 4.90% Add +2.4% 365,491 $29.3M
Members Trust Co 1.01% Reduce -0.6% 364,703 $29.3M
Capital Advisors Wealth Management, LLC 5.21% Add +3.5% 364,500 $29.3M
Full Sail Capital, LLC 1.86% Add +33.7% 363,681 $29.2M
Marion Wealth Management 7.74% Add +3.5% 363,516 $29.2M
Rehmann Capital Advisory Group 1.84% Add +8.2% 361,522 $29.0M
American Financial Advisors, LLC 3.98% Add +1.1% 352,217 $28.3M
Badgley Phelps Wealth Managers, LLC 0.66% Add +3.5% 351,563 $28.2M
WESCAP Management Group, Inc. 6.70% Reduce -21.2% 344,040 $27.6M
Mariner, LLC 0.05% Add +3.4% 342,592 $27.5M
Sanctuary Advisors, LLC 0.17% Add +3.0% 325,749 $26.4M
Fiducient Advisors LLC 3.16% Reduce -30.6% 319,293 $25.6M
Osaic Holdings, Inc. 0.06% Add +37.4% 662,280 $25.6M
1834 Investment Advisors Co. 3.21% Reduce -4.8% 315,662 $25.3M
Advisors Capital Management, LLC 0.39% Add +5.0% 311,170 $25.0M
CBIZ Investment Advisory Services, LLC 1.21% Add +10.5% 302,663 $24.3M
MML Investors Services, LLC 0.08% Add +12.5% 299,457 $24.0M
Penserra Capital Management LLC 0.43% Add +0.2% 293,207 $23.5M
Old National Bancorp 0.56% Reduce -0.9% 292,326 $23.5M
Private Advisor Group, LLC 0.13% Add +35.5% 290,063 $23.3M
Berkeley Capital Partners, LLC 6.46% Add +2.6% 289,715 $23.3M
First Pacific Financial 5.38% Add +2.4% 288,034 $23.1M
Meridian Management Co. 6.09% Add +0.8% 287,905 $23.1M
Winch Advisory Services, LLC 6.00% Add +26.0% 287,484 $23.1M
Iron Horse Wealth Management, LLC 7.68% Add +4.9% 285,075 $22.9M
Y.D. More Investments Ltd 2.03% Add +26.6% 281,851 $22.6M
25 LLC 9.52% Add +10.8% 280,112 $22.5M
Rosenberg Matthew Hamilton 5.82% Add +11.9% 278,929 $22.4M
SpringVest Wealth Management LLC 18.84% — 274,049 $22.0M
1 North Wealth Services LLC 9.13% — 268,566 $21.6M
CWA Asset Management Group, LLC 1.09% Reduce -1.4% 268,485 $21.6M
Victory Capital Management Inc. 0.02% Reduce -6.7% 261,785 $21.0M
Towerpoint Wealth, LLC 10.29% Add +6.4% 261,713 $21.0M
Hassell Wealth Management, LLC 8.41% Add +8.4% 258,105 $20.9M
Vise Technologies, Inc. 1.73% Add +6.7% 258,287 $20.7M
First Financial Bankshares Inc 0.44% Add +7926.4% 254,599 $20.4M
Financial Engines Advisors L.L.C. 0.04% Add +162.7% 254,174 $20.4M
Concurrent Investment Advisors, LLC 0.55% Add +10.6% 254,012 $20.4M
Jones Financial Companies LLLP 0.02% Add +50.6% 247,467 $19.9M
Invesco Ltd. 0.00% Add +11.9% 245,679 $19.7M
Principal Financial Group Inc. 0.01% Reduce -24.3% 245,674 $19.7M
TD Private Client Wealth LLC 0.55% Add +12.0% 244,933 $19.7M
Citadel Advisors 0.02% Reduce -78.1% 238,783 $19.2M
Apella Capital, LLC 0.73% Add +58.0% 237,702 $19.1M
Parallel Advisors, LLC 0.43% Add +3.7% 236,172 $19.0M
Harel Insurance Investments & Financial Services Ltd. 0.31% No change 234,421 $18.8M
RKL Wealth Management LLC 1.67% Add +6.3% 234,318 $18.8M
Alpha Cubed Investments, LLC 0.85% Add +28.0% 230,532 $18.5M
Power Wealth Management LLC 7.69% Add +8.4% 229,323 $18.4M
Wealth Enhancement Advisory Services, LLC 0.03% Add +14.4% 227,109 $18.2M
TAGStone Capital, Inc. 8.94% Add +0.9% 226,324 $18.2M
Global Wealth Management Investment Advisory, Inc. 3.65% Add +6.2% 220,259 $17.7M
Janus Henderson Group PLC 0.01% Reduce -5.1% 219,494 $17.6M
Modera Wealth Management, LLC 0.21% Add +18.4% 218,994 $17.6M
Foundations Investment Advisors, LLC 0.34% Add +6.4% 216,328 $17.4M
Frisco Financial Planning LLC 17.06% — 215,114 $17.3M
Envestnet Portfolio Solutions, Inc. 0.06% Reduce -0.3% 214,938 $17.3M
Venturi Wealth Management, LLC 0.84% Add +24125.1% 212,454 $17.1M
Park Avenue Securities LLC 0.17% Add +13.4% 211,996 $17.0M
JT Stratford LLC 2.79% Add +5.9% 210,332 $16.9M
Financial Freedom, LLC 8.90% Add +5.3% 210,257 $16.9M
White Lighthouse Investment Management Inc. 2.96% Add +4.4% 209,905 $16.8M
M Holdings Securities, Inc. 2.68% Add +3.5% 206,955 $16.6M
Bragg Financial Advisors, Inc 0.67% Add +3.3% 204,866 $16.4M
Crews Bank & Trust 2.71% — 200,151 $16.1M
GoalFusion Wealth Management, LLC 8.75% Add +3.2% 200,034 $16.1M
Exencial Wealth Advisors, LLC 0.59% Add +3.0% 199,449 $16.0M
Ameritas Investment Partners, Inc. 0.52% Add +6.1% 198,938 $16.0M
Comerica Bank 0.06% Reduce -10.9% 197,313 $15.8M
West Financial Advisors, LLC 2.95% Add +1.1% 190,306 $15.3M
Avior Wealth Management, LLC 0.56% Add +4.0% 189,182 $15.2M
First National Trust Co 0.57% Add +9.1% 188,970 $15.2M
Atria Wealth Solutions, Inc. 0.17% Add +19.4% 188,570 $15.1M
Union Bancaire Privee, UBP SA 0.27% — 187,286 $14.9M
Summit Asset Management, LLC 2.59% New 183,934 $14.8M
Phillips Financial Management, LLC 1.16% Reduce -7.1% 183,740 $14.7M
JBGlobal.com LLC 15.40% — 181,619 $14.6M
Roundview Capital LLC 1.01% Add +12.3% 179,845 $14.4M
United Services Automobile Association 0.47% Add +0.8% 179,413 $14.4M
Great Lakes Retirement, Inc. 1.85% Add +2.1% 178,120 $14.3M
Luminvest Wealth Management LLC 5.73% Add +8.7% 176,953 $14.2M
Financial Futures Ltd Liability Co. 7.99% Add +16.1% 175,442 $14.1M
Mercer Global Advisors Inc. 0.03% Add +14.2% 174,017 $14.0M
St Germain D J Co. Inc. 0.63% Reduce -15.1% 171,574 $13.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +76.4% 170,434 $13.7M
Petix & Botte Co 3.59% Reduce -24.4% 169,921 $13.6M
Equita Financial Network, Inc. 4.93% Add +8.4% 169,732 $13.6M
Market Street Wealth Management Advisors LLC 2.29% Reduce -1.8% 169,720 $13.6M
Rockefeller Capital Management L.P. 0.04% Add +4.3% 169,291 $13.6M
Cordant, Inc. 6.96% Add +3.1% 164,826 $13.2M
Wooster Corthell Wealth Management, Inc. 2.86% Add +4.0% 163,612 $13.1M
Hall Capital Management Co. Inc. 6.00% — 160,153 $12.9M
Banco Santander, S.A. 0.15% Reduce -35.6% 157,892 $12.7M
Global Retirement Partners, LLC 0.36% Add +19.2% 155,448 $12.5M
Merit Financial Group, LLC 0.22% Add +0.7% 155,244 $12.5M
Wealth Management Nebraska 2.01% — 153,798 $12.3M
Kropog Financial Group, LLC 11.06% — 150,453 $12.1M
Principal Securities, Inc. 0.27% Add +5.6% 150,169 $12.1M
LPF Advisors LLC 10.00% Add +5.3% 148,977 $12.0M
Old Mission Capital LLC 0.27% Add +549.4% 146,490 $11.8M
Meeder Advisory Services, Inc. 0.71% Add +2.4% 142,578 $11.4M
Oakwell Private Wealth Management, LLC 3.20% Add +14.5% 142,064 $11.4M
Financial Management Network Inc. 2.33% Add +5.4% 140,152 $11.2M
PFG Advisors 0.69% Add +8.5% 139,825 $11.2M
Shotwell Rutter Baer Inc 9.39% Add +4.1% 140,417 $11.1M
Foundation Wealth Management, LLC\PA 5.33% — 136,959 $11.0M
Checchi Capital Advisers, LLC 0.82% Add +2.1% 136,620 $11.0M
Orion Porfolio Solutions, LLC 0.11% Reduce -4.4% 135,524 $10.9M
Orion Portfolio Solutions, LLC 0.11% Reduce -4.4% 135,524 $10.9M
Florida Trust Wealth Management Co 0.35% Add +52.3% 135,077 $10.8M
Cantor Fitzgerald Investment Advisors L.P. 0.75% Reduce -3.1% 134,173 $10.8M
Gibbs Wealth Management 2.90% Add +27.5% 133,160 $10.7M
Peak Financial Management, Inc. 3.19% Add +7.3% 132,678 $10.7M
NorthCrest Asset Manangement, LLC 0.32% Reduce -0.7% 131,747 $10.6M
Pinnacle Financial Partners Inc 0.21% Add +67.8% 130,687 $10.5M
Seaside Wealth Management, Inc. 3.84% Add +4.9% 130,675 $10.5M
DAVENPORT & Co LLC 0.06% Add +51.2% 130,195 $10.5M
Coyle Financial Counsel LLC 3.31% Add +8.8% 130,158 $10.4M
Oak Hill Wealth Advisors, LLC 2.49% — 130,013 $10.4M
Integrated Wealth Concepts LLC 0.12% Add +10.6% 128,715 $10.3M
Summit Financial, LLC 0.36% Add +11.2% 127,831 $10.3M
First American Trust, FSB 1.02% Add +21.2% 126,763 $10.2M
Gunma Bank,Ltd. 3.34% Add +40.0% 126,000 $10.1M
Sagace Wealth Management LLC 7.58% Reduce -16.2% 125,947 $10.1M
Qube Research & Technologies Ltd 0.02% Reduce -78.3% 124,228 $10.0M
Vident Advisory, LLC 0.17% New 121,669 $9.8M
Belpointe Asset Management LLC 0.59% Add +1.5% 117,724 $9.7M
Shufro Rose & Co. LLC 0.76% Add +594.7% 121,316 $9.7M
Net Worth Advisory Group 2.91% Add +1.9% 119,242 $9.6M
Galvin, Gaustad & Stein, LLC 0.87% Reduce -9.4% 118,913 $9.5M
US Financial Advisors, LLC 2.93% Add +3.8% 118,754 $9.5M
MassMutual Private Wealth & Trust, FSB 0.27% Reduce -1.1% 118,230 $9.5M
SMI Advisory Services, LLC 2.18% Reduce -22.4% 119,077 $9.4M
Topsail Wealth Management, LLC 2.01% — 117,287 $9.4M
Financial Advocates Investment Management 0.54% Add +2.5% 117,012 $9.4M
Kestra Private Wealth Services, LLC 0.16% Reduce -0.1% 116,908 $9.4M
NYL Investors LLC 0.85% Reduce -2.6% 116,100 $9.3M
Hurlow Wealth Management Group, Inc. 2.91% Add +5.9% 116,031 $9.3M
Prevail Innovative Wealth Advisors, LLC 2.69% Reduce -45.8% 115,752 $9.3M
Cambridge Advisors Inc. 2.05% Add +1.6% 114,559 $9.2M
Whittier Trust Co. 0.12% Reduce -0.6% 112,234 $9.0M
Latigo Investments, LLC 4.52% No change 110,787 $8.9M
CMH Wealth Management LLC 2.04% Add +6.0% 110,736 $8.9M
Marshall Wace, LLP 0.01% New 109,339 $8.8M
Sigma Investment Counselors Inc. 0.51% Add +1.7% 109,052 $8.8M
Composition Wealth, LLC 0.18% Reduce -9.8% 108,619 $8.7M
FLC Capital Advisors 2.00% Add +9.9% 108,133 $8.7M
Winthrop Capital Management, LLC 2.29% Reduce -0.1% 107,157 $8.6M
American Trust 0.66% Add +2.3% 107,245 $8.6M
Modern Wealth Management, LLC 0.32% New 105,527 $8.5M
Fagan Associates, Inc. 1.34% Reduce -0.3% 105,290 $8.5M
OneDigital Investment Advisors LLC 0.10% Add +1.7% 103,899 $8.3M
Oppenheimer & Co. Inc. 0.12% Add +13.6% 103,776 $8.3M
Hillcrest Wealth Advisors - NY, LLC 3.95% Add +127.5% 103,520 $8.3M
Morton Brown Family Wealth, LLC 2.87% Add +13.1% 102,498 $8.2M
Integrated Advisors Network LLC 0.39% Add +7.1% 101,512 $8.1M
AQR Capital Management 0.01% Add +3.4% 101,016 $8.1M
Curbstone Financial Management Corp 1.71% Add +2.1% 100,532 $8.1M
Deutsche Bank AG 0.00% Reduce -2.4% 100,200 $8.0M
Avantax Advisory Services, Inc. 0.05% Reduce -4.0% 99,805 $8.0M
Covington Investment Advisors Inc. 1.19% Add +1.3% 99,091 $8.0M
Mma Asset Management LLC 3.46% Reduce -34.6% 98,744 $7.9M
Stone Summit Wealth LLC 2.64% Add +0.5% 98,121 $7.9M
Fortis Capital Management LLC 1.46% Add +1.1% 98,049 $7.9M
CENTRAL TRUST Co 0.19% Add +2.3% 97,768 $7.8M
Captrust Financial Advisors 0.02% Reduce -3.4% 97,754 $7.8M
AA Financial Advisors, LLC 2.09% Add +19.6% 97,542 $7.8M
Guggenheim Capital LLC 0.06% Reduce -95.9% 97,012 $7.8M
Kestra Advisory Services, LLC 0.04% Reduce -46.8% 96,485 $7.7M
Family CFO Inc 4.26% Add +3.4% 96,391 $7.7M
Cornerstone Wealth Management, LLC 0.52% Reduce -35.3% 95,969 $7.7M
XY Planning Network, Inc. 5.75% — 95,396 $7.7M
Marshall & Sterling Wealth Advisors Inc. 5.28% — 95,167 $7.6M
Apollon Wealth Management, LLC 0.17% Add +1380.1% 93,041 $7.5M
W.H. Cornerstone Investments Inc. 4.98% Add +12.8% 92,978 $7.5M
Greenwood Gearhart LLC 0.51% Add +6.1% 92,911 $7.5M
CacheTech Inc. 1.38% Add +23.4% 91,985 $7.4M
Ashton Thomas Securities, LLC 2.02% Add +2.2% 91,712 $7.4M
Pictet North America Advisors SA 0.70% Add +110.3% 91,536 $7.3M
Delta Financial Group, Inc. 1.71% Add +27.8% 90,778 $7.3M
Sage Rhino Capital LLC 1.58% Add +43.6% 90,497 $7.3M
Verde Capital Management 2.04% Add +14.9% 90,067 $7.2M
Trek Financial, LLC 0.54% Reduce -8.2% 89,919 $7.2M
Adams Wealth Management 1.36% Add +18.8% 88,559 $7.1M
Nisa Investment Advisors, LLC 0.03% Reduce -76.5% 88,477 $7.1M
Stephens Inc. 0.10% Add +8.9% 87,521 $7.0M
Altus Wealth Group LLC 3.09% Add +9.7% 86,907 $7.0M
Pacific Wealth Management 3.69% Reduce -48.4% 86,838 $7.0M
Matrix Trust Co 1.21% Reduce -1.9% 86,824 $7.0M
Country Trust Bank 0.17% No change 86,500 $6.9M
Headinvest, LLC 1.29% Add +3.4% 85,400 $6.9M
Divergent Planning, LLC 2.32% Add +3.5% 85,609 $6.8M
Elser Financial Planning, Inc 0.40% New 83,500 $6.7M
Naviter Wealth, LLC 0.80% Reduce -1.5% 83,131 $6.7M
Erickson Financial Group, LLC 4.75% Add +1.5% 83,063 $6.7M
TPG Financial Advisors, LLC 2.90% Reduce -0.7% 83,029 $6.7M
Osborne Partners Capital Management, LLC 0.38% Add +3.9% 82,677 $6.6M
Meridian Wealth Management, LLC 0.31% Add +3.7% 81,402 $6.5M
Powers Advisory Group, LLC 3.26% Add +4.8% 81,207 $6.5M
Causey Wealth LLC 3.78% — 80,808 $6.5M
Evergreen Capital Management LLC 0.21% Reduce -2.0% 80,689 $6.5M
Cascade Wealth Advisors, Inc 4.32% Add +41.0% 79,562 $6.4M
Perigon Wealth Management, LLC 0.16% Add +3.6% 79,558 $6.4M
Cresset Asset Management, LLC 0.03% Reduce -43.6% 79,147 $6.4M
CHB Investment Group, LLC 3.44% Add +2.3% 78,863 $6.3M
Juncture Wealth Strategies, LLC 2.35% Add +17.4% 78,658 $6.3M
Prospera Financial Services Inc 0.15% Add +409.4% 77,829 $6.2M
Sowell Financial Services LLC 0.33% Add +1.0% 77,390 $6.2M
Little House Capital LLC 1.75% Add +8.9% 76,376 $6.1M
Fortress Financial Solutions, LLC 8.69% — 75,959 $6.1M
Parkside Advisors LLC 1.43% Add +2.1% 75,667 $6.1M
Verus Wealth Management, LLC 6.77% — 75,153 $6.0M
Centiva Capital, LP 0.23% New 75,000 $6.0M
Capasso Planning Partners LLC 2.39% Add +12.7% 74,395 $6.0M
Bray Capital Advisors 1.58% Add +3.9% 72,827 $5.8M
Telos Capital Management, Inc. 0.61% Add +3.0% 71,616 $5.7M
Monument Capital Management 1.57% Reduce -3.4% 70,854 $5.7M
Yoder Wealth Management, Inc. 3.13% Reduce -1.6% 70,697 $5.7M
Stelac Advisory Services LLC 2.20% Add +2.9% 70,372 $5.6M
J.W. Cole Advisors, Inc. 0.23% Add +10.8% 70,131 $5.6M
Brucke Financial, Inc. 4.83% — 69,540 $5.6M
Allworth Financial LP 0.03% Reduce -0.8% 69,323 $5.6M
Conscious Wealth Investments, LLC 3.76% Add +2.6% 69,148 $5.5M
Farrell Financial LLC 3.93% Add +3.7% 68,411 $5.5M
Virtue Capital Management, LLC 1.10% Reduce -0.4% 68,212 $5.5M
Partners in Financial Planning 1.11% Add +5.5% 68,050 $5.5M
Farmers & Merchants Trust Co of Chambersburg PA 2.07% Add +29.0% 68,028 $5.5M
Blair William & Co. 0.02% Add +2.1% 67,997 $5.5M
SevenBridge Financial Group, LLC 1.03% Add +0.1% 67,251 $5.4M
Prospect Financial Services LLC 2.93% Add +73.5% 66,736 $5.4M
Pathstone Holdings, LLC 0.02% Reduce -2.1% 66,367 $5.3M
Anchor Capital Advisors LLC 0.15% Reduce -3.4% 65,813 $5.3M
Aptus Capital Advisors, LLC 0.06% Add +464.2% 65,304 $5.2M
Prepared Retirement Institute LLC 2.96% Add +19.0% 64,644 $5.2M
BNP Paribas 0.07% Reduce -41.5% 64,615 $5.2M
Revisor Wealth Management LLC 4.75% Reduce -9.2% 64,152 $5.1M
Buska Wealth Management, LLC 1.64% Add +38.6% 63,721 $5.1M
Independent Advisor Alliance 0.07% New 63,312 $5.1M
Manning & Napier Advisors LLC 0.06% Reduce -37.1% 63,067 $5.1M
Whittier Trust Co. of Nevada Inc. 0.12% Reduce -10.8% 62,892 $5.0M
Arvest Investments, Inc. 0.79% Add +5.8% 61,877 $5.0M
Viawealth, LLC 2.97% Add +17.2% 61,328 $4.9M
Auour Investments LLC 1.70% Add +4.9% 60,258 $4.9M
Golden Bell Financial Planning LLC 4.84% — 60,026 $4.8M
Atria Investments, Inc 0.06% Add +8.1% 59,383 $4.8M
Independence Asset Advisors, LLC 21.75% Add +183.2% 58,435 $4.7M
Van Strum & Towne Inc. 1.64% Reduce -16.0% 58,166 $4.7M
Portside Wealth Group, LLC 0.77% Add +15.3% 57,900 $4.6M
BIP Alliance, LLC 1.96% — 57,807 $4.6M
Lowe Brockenbrough & Co. Inc. 0.29% Add +17.7% 57,319 $4.6M
Tide Cove Capital Partners LLC 3.93% — 57,653 $4.6M
Rialto Wealth Management, LLC 1.51% — 56,873 $4.6M
National Bank of Canada 0.01% Reduce -64.0% 56,638 $4.5M
XML Financial, LLC 0.42% Reduce -1.1% 56,473 $4.5M
Passumpsic Savings Bank 2.82% Add +10.4% 56,419 $4.5M
McMill Wealth Management 1.82% — 56,037 $4.5M
Veridan Wealth LLC 2.10% — 55,592 $4.5M
CRA Financial Services, LLC 0.76% Add +16.0% 55,450 $4.5M
Bay Rivers Group 2.16% Add +5.5% 55,422 $4.4M
Sheets Smith Investment Management 3.77% — 55,364 $4.4M
Resona Asset Management Co.,Ltd. 0.03% Reduce -0.7% 54,881 $4.4M
Long Island Wealth Management, Inc. 2.75% Add +50.8% 54,815 $4.4M
CGN Advisors LLC 0.43% Add +26.5% 54,788 $4.4M
United Capital Financial Advisors, LLC 0.04% Reduce -0.6% 54,653 $4.4M
Forefront Wealth Partners, LLC 3.22% — 53,837 $4.3M
KMG Fiduciary Partners, LLC 0.36% Reduce -0.6% 53,828 $4.3M
Daiwa Securities Group Inc. 0.02% Add +1.7% 53,690 $4.3M
Braun-Bostich & Associates Inc. 3.09% Add +1.8% 53,347 $4.3M
Level Four Advisory Services, LLC 0.17% Add +5.9% 53,222 $4.3M
O'ROURKE & COMPANY, Inc 2.06% Reduce -2.8% 52,358 $4.2M
Acropolis Investment Management, LLC 0.24% New 51,544 $4.1M
BIP Wealth, LLC 0.28% Add +8.9% 51,457 $4.1M
Drive Wealth Management, LLC 1.00% Add +7.0% 51,067 $4.1M
Cerity Partners LLC 0.01% Add +5.9% 50,845 $4.1M
Sumitomo Mitsui Financial Group, Inc. 0.05% Add +3.3% 50,119 $4.0M
Farther Finance Advisors, LLC 0.14% Add +1.9% 49,833 $4.0M
Ami Investment Management Inc. 1.30% No change 49,677 $4.0M
Mgo One Seven LLC 0.15% Reduce -3.8% 49,305 $4.0M
Gray Wealth Management Inc. 1.50% Add +63.7% 49,224 $4.0M
Cascade Financial Partners, LLC 0.51% Add +1.2% 48,950 $3.9M
Koshinski Asset Management, Inc. 0.33% Reduce -3.3% 48,358 $3.9M
Fortune 45 LLC 2.53% Add +67.1% 48,344 $3.9M
Ameritas Advisory Services, LLC 0.13% Add +9.3% 48,096 $3.9M
Sandy Spring Bank 0.16% Add +38.6% 47,906 $3.8M
MIdWestOne Financial Group, Inc. 0.54% Reduce -8.9% 47,869 $3.8M
Lauer Wealth, LLC 2.55% Reduce -56.4% 47,470 $3.8M
Sigma Planning Corp 0.12% Reduce -6.5% 47,394 $3.8M
Stratos Wealth Partners, LTD. 0.05% Add +6.1% 47,344 $3.8M
Betterment LLC 0.01% Add +22.8% 47,313 $3.8M
Rosenblum Silverman Sutton S F Inc. 0.95% Reduce -0.6% 47,240 $3.8M
Better Money Decisions, LLC 2.62% Add +6.8% 47,137 $3.8M
MBE Wealth Management, LLC 2.12% No change 46,811 $3.8M
Bull Street Advisors, LLC 1.81% No change 46,737 $3.8M
Transatlantique Private Wealth LLC 1.42% Add +0.1% 46,601 $3.7M
BetterWealth, LLC 1.02% Add +1.9% 46,099 $3.7M
BlueCrest Capital Management Ltd 0.24% New 45,697 $3.7M
Cypress Wealth Services, LLC 0.73% Add +2.3% 45,097 $3.6M
REDW Wealth LLC 1.25% Reduce -19.0% 44,720 $3.6M
Hofer & Associates. Inc 2.40% Add +31.0% 44,531 $3.6M
IFG Advisory, LLC 0.20% Add +30.1% 44,209 $3.5M
Breakwater Capital Group 0.71% Add +1.8% 44,209 $3.5M
SageView Advisory Group, LLC 0.15% Add +28.2% 43,562 $3.5M
German American Bancorp, Inc. 0.37% Add +6.3% 43,515 $3.5M
Websterrogers Financial Advisors, LLC 1.21% Add +1.9% 43,510 $3.5M
Sheets Smith Wealth Management 0.43% Reduce -15.4% 43,413 $3.5M
Brookstone Capital Management 0.05% Add +39.8% 43,401 $3.5M
United Community Bank 1.35% Add +3.1% 43,076 $3.5M
Laraway Financial Advisors Inc 2.66% No change 4,298 $3.5M
Advisory Research Inc. 0.57% No change 42,929 $3.4M
Silver Oak Wealth Advisors Services, LLC 2.96% — 42,621 $3.4M
Envision Financial LLC 2.73% — 42,443 $3.4M
Wealthspire Retirement, LLC 0.27% Add +16.4% 42,179 $3.4M
Rooted Wealth Advisors, Inc. 1.32% Add +27.8% 42,255 $3.4M
Perennial Advisors, LLC 0.73% — 41,753 $3.4M
Montag A & Associates Inc. 0.16% Reduce -5.7% 41,623 $3.3M
Bordeaux Wealth Advisors LLC 0.53% Reduce -8.3% 41,463 $3.3M
Gladstone Institutional Advisory LLC 0.15% Add +7.4% 41,350 $3.3M
Signature Estate & Investment Advisors LLC 0.08% Add +20.1% 41,237 $3.3M
Stonebridge Financial Planning Group, LLC 1.46% Add +5.4% 40,662 $3.3M
Brooks, Moore & Associates, Inc. 1.91% Add +11.3% 40,145 $3.2M
Systelligence, LLC 0.79% New 39,959 $3.2M
Commerce Bank 0.02% Add +63.4% 39,777 $3.2M
Independent Financial Group, LLC 0.11% Add +38.7% 39,747 $3.2M
Counterweight Ventures, LLC 2.24% Add +2.6% 39,390 $3.2M
McNaughton Wealth Management, LLC 1.52% Add +1.4% 39,386 $3.2M
Lion Street Advisors, LLC 0.99% No change 38,613 $3.1M
OneAscent Financial Services LLC 0.26% New 38,609 $3.1M
Synovus Financial Corp. 0.04% Add +64.2% 38,516 $3.1M
Asset Planning Corporation 1.92% Add +291.2% 38,186 $3.1M
Christensen, King & Associates Investment Services, Inc. 1.43% Add +146.5% 38,729 $3.1M
Yeomans Consulting Group, Inc. 1.14% Add +0.9% 37,766 $3.0M
Strategic Financial Partners, Ltd. 1.54% Reduce -5.1% 37,678 $3.0M
Avant Financial Advisors LLC 2.74% — 37,103 $3.0M
Marietta Wealth Management, LLC 0.42% Add +5.5% 36,853 $3.0M
Carl P. Sherr & Co., LLC 1.54% Add +7.2% 36,634 $2.9M
Siligmueller & Norvid Wealth Advisors LLC 1.24% — 36,363 $2.9M
Heritage Trust Co 0.34% — 36,244 $2.9M
Aries Wealth Management 0.80% Add +12.5% 36,076 $2.9M
SWAN Capital LLC 1.40% Reduce -11.7% 35,722 $2.9M
Marshall Financial Group Inc. 0.86% Add +6.5% 35,148 $2.8M
Compagnie Lombard Odier SCmA 0.04% Reduce -24.1% 35,081 $2.8M
Tme Financial, Inc. 2.56% — 32,700 $2.7M
DDFG, Inc 0.78% Reduce -2.7% 33,693 $2.7M
Bryn Mawr Trust Advisors, LLC 0.14% Add +9.0% 32,977 $2.6M
D.A. Davidson & Co. 0.02% Add +141.0% 32,824 $2.6M
Diversify Advisory Services, LLC 0.15% Reduce -79.2% 33,156 $2.6M
Signal Advisors Wealth, LLC 0.29% Reduce -6.1% 32,417 $2.6M
Susquehanna International Group, LLP 0.00% New 32,189 $2.6M
Trivium Point Advisory, LLC 0.33% Add +22.8% 32,066 $2.6M
Novem Group 0.38% — 31,723 $2.5M
Fifth Third Securities, Inc. 0.22% Add +11.8% 31,629 $2.5M
Weik Capital Management 1.02% Reduce -0.4% 31,335 $2.5M
Seven Mile Advisory 1.58% Reduce -19.3% 30,913 $2.5M
Addis & Hill, Inc 1.82% Add +31.0% 30,600 $2.5M
Transcendent Capital Group LLC 1.27% Reduce -10.9% 30,576 $2.5M
Capital Advisory Group Advisory Services, LLC 0.87% Add +109.0% 30,271 $2.4M
SC&H Financial Advisors, Inc. 0.50% Add +2.7% 30,116 $2.4M
Signal Tree Financial Partners LLC 2.83% — 30,044 $2.4M
Seamount Financial Group Inc. 1.65% Add +1.8% 29,765 $2.4M
NorthCoast Asset Management LLC 0.01% Add +5.1% 29,381 $2.4M
Tandem Investment Partners LLC 2.22% — 28,955 $2.3M
Ironwood Investment Counsel, LLC 0.40% Add +1.8% 28,896 $2.3M
Parsons Capital Management Inc. 0.13% Reduce -0.9% 28,781 $2.3M
Life Planning Partners, Inc 2.13% Reduce -2.4% 28,754 $2.3M
Greenwich Wealth Management LLC 0.16% Add +4.5% 28,622 $2.3M
Rathbones Group PLC 0.01% Reduce -42.7% 28,369 $2.3M
Flow Traders U.S. LLC 0.09% Reduce -80.2% 28,327 $2.3M
HUB Investment Partners, LLC 0.09% Reduce -25.4% 27,826 $2.2M
Parr McKnight Wealth Management Group, LLC 0.32% — 27,729 $2.2M
Greenleaf Trust 0.02% Reduce -28.0% 27,401 $2.2M
Rockbridge Investment Management, LCC 0.28% Reduce -6.0% 27,197 $2.2M
Orcam Financial Group 2.11% Reduce -2.2% 27,157 $2.2M
Natixis Advisors, LLC 0.00% Add +40.3% 27,124 $2.2M
Savvy Advisors, Inc. 0.26% Reduce -20.9% 27,020 $2.2M
OxenFree Capital LLC 1.62% Add +4.7% 26,866 $2.2M
James Investment Research, Inc. 0.26% Add +11.1% 26,780 $2.1M
4WEALTH Advisors, Inc. 2.19% — 26,647 $2.1M
Cardiff Park Advisors, LLC 0.20% Add +0.2% 26,335 $2.1M
Mosaic Family Wealth Partners, LLC 0.31% Add +5.0% 26,326 $2.1M
Foster Group, Inc. 0.08% Reduce -5.7% 26,139 $2.1M
Transcend Capital Advisors, LLC 0.15% Reduce -6.0% 25,634 $2.1M
EverSource Wealth Advisors, LLC 0.12% Add +15.9% 25,622 $2.1M
Topel & Distasi Wealth Management, LLC 0.88% Reduce -0.9% 25,528 $2.0M
Semmax Financial Advisors Inc. 0.54% Reduce -5.1% 25,286 $2.0M
B. Riley Wealth Advisors, Inc. 0.07% Add +6.1% 25,314 $2.0M
MAI Capital Management 0.02% New 25,296 $2.0M
Peapack Gladstone Financial Corp. 0.03% Reduce -19.4% 25,272 $2.0M
Freedom Investment Management, Inc. 0.17% Reduce -2.7% 24,868 $2.0M
Murphy & Mullick Capital Management Corp 1.84% — 24,868 $2.0M
Carnegie Investment Counsel 0.06% Add +3.9% 24,796 $2.0M
Stonehage Fleming Financial Services Holdings Ltd 0.06% Add +1.4% 24,777 $2.0M
RoundAngle Advisors LLC 1.89% — 24,683 $2.0M
Modus Advisors, LLC 0.62% Add +13.8% 24,674 $2.0M
North Forty Two & Co. 2.29% — 24,672 $2.0M
Hexagon Capital Partners LLC 0.36% Add +10.7% 24,657 $2.0M
Ramiah Investment Group 1.79% Add +1.6% 24,481 $2.0M
Axxcess Wealth Management, LLC 0.05% Add +1.4% 24,334 $2.0M
Pine Valley Investments Ltd Liability Co 0.13% Reduce -8.3% 24,260 $1.9M
Hobbs Group Advisors, LLC 0.73% Reduce -0.6% 24,135 $1.9M
Sincerus Advisory, LLC 2.07% — 24,070 $1.9M
Horizon Financial Services, LLC 1.09% Reduce -9.7% 24,054 $1.9M
Proquility Private Wealth Partners, LLC 0.62% Reduce -16.8% 24,051 $1.9M
US Bancorp \de 0.00% Add +2.8% 24,014 $1.9M
Brighton Securities Corp. 0.93% — 23,897 $1.9M
NBT Bank, N.A. 0.13% Reduce -1.0% 23,784 $1.9M
Cadence Bank 0.13% Add +524.0% 23,738 $1.9M
American Investment Services, Inc. 0.34% Add +46.6% 23,653 $1.9M
Nwam LLC 0.12% Add +1.3% 23,538 $1.9M
Main Street Financial Solutions, LLC 0.19% Add +579.6% 23,412 $1.9M
RMR Capital Management, LLC 1.40% New 23,396 $1.9M
Retireful, LLC 1.05% Reduce -4.6% 23,332 $1.9M
TrinityPoint Wealth, LLC 0.26% Reduce -0.4% 23,330 $1.9M
Wealthedge Investment Advisors, LLC 0.84% — 23,285 $1.9M
Glenview Trust Co 0.04% Add +164.6% 23,280 $1.9M
Dearborn Partners LLC 0.08% Reduce -1.4% 23,149 $1.9M
Diversified Portfolios, Inc. 0.20% Add +2.3% 23,090 $1.9M
Rinkey Investments 0.59% Add +80.3% 22,998 $1.8M
Coston, McIsaac & Partners 0.55% Add +62.0% 22,987 $1.8M
Elmwood Wealth Management, Inc. 0.74% Reduce -3.8% 22,909 $1.8M
Glass Jacobson Investment Advisors llc 0.60% Add +13.5% 22,902 $1.8M
Friedenthal Financial 1.07% Add +2.8% 22,861 $1.8M
Morris Financial Concepts, Inc. 0.79% Add +0.9% 22,824 $1.8M
Petra Financial Advisors Inc. 1.23% Add +0.7% 22,611 $1.8M
Quartz Partners, LLC 1.10% Add +1.4% 22,546 $1.8M
Bcwm, LLC 0.64% — 22,529 $1.8M
Global Financial Private Client, LLC 0.67% Add +17.8% 22,288 $1.8M
Mayflower Financial Advisors, LLC 0.27% Add +3.0% 22,217 $1.8M
Pettyjohn, Wood & White, Inc. 0.32% Add +4.0% 21,651 $1.7M
CreativeOne Wealth, LLC 0.05% Add +31.0% 21,444 $1.7M
Strategic Investment Advisors / MI 0.18% Add +7.9% 21,367 $1.7M
Staley Capital Advisers Inc. 0.08% Add +2.4% 21,170 $1.7M
TriaGen Wealth Management LLC 0.57% Add +0.2% 21,007 $1.7M
Novak & Powell Financial Services, Inc. 1.00% Add +73.3% 20,843 $1.7M
Vicus Capital 0.15% Add +1.7% 20,840 $1.7M
Summit Wealth Partners, LLC 0.34% Add +5.6% 20,650 $1.7M
Chicago Partners Investment Group LLC 0.06% Add +5.0% 20,744 $1.7M
Clarity Wealth Development LLC 1.79% — 20,413 $1.6M
EP Wealth Advisors, LLC 0.01% Add +4.0% 20,392 $1.6M
Leavell Investment Management, Inc. 0.08% Add +5.9% 20,029 $1.6M
Savant Capital, LLC 0.01% Add +110.9% 19,829 $1.6M
CVA Family Office, LLC 0.25% Add +17.5% 19,737 $1.6M
FMR LLC 0.00% Add +21.8% 19,516 $1.6M
Leeward Financial Partners, LLC 0.56% Add +13.6% 19,466 $1.6M
Cambria Investment Management, L.P. 0.09% Reduce -7.5% 19,435 $1.6M
Ascent Wealth Partners, LLC 0.21% Add +8.5% 19,203 $1.5M
Columbus Macro, LLC 0.21% Add +1.1% 19,184 $1.5M
IFP Advisors, Inc 0.05% Reduce -1.2% 19,131 $1.5M
Smith, Moore & Co. 0.14% Reduce -10.9% 18,875 $1.5M
Bigelow Investment Advisors, LLC 0.71% Add +4.4% 18,855 $1.5M
Man Group plc 0.00% Reduce -28.9% 18,767 $1.5M
Hilltop Holdings Inc. 0.09% Add +12.0% 18,714 $1.5M
Guardian Wealth Management, Inc. 1.02% Add +231.7% 18,696 $1.5M
Agate Pass Investment Management, LLC 0.68% Add +5.3% 18,649 $1.5M
Saranac Partners Ltd 0.84% New 18,565 $1.5M
Tennessee Valley Asset Management Partners 0.25% Add +11.6% 18,545 $1.5M
Beaird Harris Wealth Management, LLC 0.13% Add +88.6% 18,538 $1.5M
Moors & Cabot, Inc. 0.07% Add +15.0% 18,479 $1.5M
Riverbend Wealth Management, LLC 1.32% — 18,453 $1.5M
Archvest Wealth Advisors, Inc. 1.07% Add +1.1% 18,316 $1.5M
Visionary Wealth Advisors 0.09% Reduce -42.2% 18,308 $1.5M
Talon Private Wealth, LLC 0.30% Add +213.2% 17,977 $1.4M
Naples Global Advisors, LLC 0.13% Add +2.9% 17,764 $1.4M
Rockland Trust Co. 0.07% No change 17,758 $1.4M
Arax Advisory Partners 0.09% New 17,737 $1.4M
Capital Asset Advisory Services LLC 0.07% Add +3.2% 17,724 $1.4M
Tilia Fiduciary Partners, Inc. 0.96% Add +10.0% 17,621 $1.4M
Elm3 Financial Group, LLC 1.21% — 17,602 $1.4M
Independence Bank of Kentucky 0.22% Add +7.0% 17,488 $1.4M
Cornerstone Wealth Group, LLC 0.11% Add +8.4% 17,326 $1.4M
Harbour Investments, Inc. 0.04% Add +421.0% 17,219 $1.4M
Flagship Harbor Advisors, LLC 0.07% Reduce -5.7% 17,124 $1.4M
Regal Investment Advisors LLC 0.10% Add +22.1% 17,042 $1.4M
Arlington Financial Advisors, LLC 0.27% New 17,000 $1.4M
Beacon Pointe Advisors, LLC 0.01% Add +14.0% 16,890 $1.4M
Tull Financial Group, Inc. 0.81% New 16,760 $1.3M
Outlook Wealth Advisors, LLC 0.38% Add +34.8% 16,573 $1.3M
IPG Investment Advisors LLC 0.30% No change 16,500 $1.3M
Engineers Gate Manager LP 0.02% New 16,413 $1.3M
TBH Global Asset Management, LLC 0.31% Reduce -0.4% 16,364 $1.3M
Thrive Capital Management, LLC 0.59% Add +45.0% 15,967 $1.3M
Coordinated Financial Services, Inc. 1.01% — 15,921 $1.3M
Consolidated Portfolio Review Corp 0.20% Add +0.5% 15,885 $1.3M
Genesee Capital Advisors, LLC 0.59% Reduce -2.0% 15,885 $1.3M
Tidal Investments LLC 0.01% Add +3.0% 15,884 $1.3M
Prime Capital Investment Advisors, LLC 0.02% Reduce -0.3% 15,823 $1.3M
REAP Financial Group, LLC 0.31% Add +5.0% 15,768 $1.3M
Sovran Advisors, LLC 0.18% — 15,940 $1.3M
Titan Global Capital Management USA LLC 0.19% Add +7.2% 15,589 $1.3M
First Manhattan Co. Llc. 0.00% Add +4.5% 15,559 $1.2M
North Star Investment Management Corp. 0.09% Reduce -1.8% 15,503 $1.2M
Kingsview Wealth Management, LLC 0.02% Reduce -8.0% 15,476 $1.2M
Lido Advisors, LLC 0.01% Add +10.9% 15,372 $1.2M
Chesapeake Capital Corp. 1.25% Reduce -0.5% 15,349 $1.2M
LFA - Lugano Financial Advisors SA 0.80% Reduce -3.4% 15,335 $1.2M
Redhawk Wealth Advisors, Inc. 0.16% Reduce -4.3% 15,166 $1.2M
Estate Counselors, LLC 0.13% Reduce -1.5% 15,057 $1.2M
Titleist Asset Management, LLC 0.14% Add +25.4% 15,011 $1.2M
Cornerstone Financial Group, LLC 1.18% — 14,920 $1.2M
BridgePort Financial Solutions, LLC 0.54% — 14,645 $1.2M
Kades & Cheifetz LLC 0.61% Add +16.0% 14,751 $1.2M
Stokes Family Office, LLC 0.13% Reduce -6.8% 14,722 $1.2M
Apollon Financial, LLC 0.29% New 14,645 $1.2M
StoneX Group Inc. 0.06% Add +0.1% 14,632 $1.2M
Mutual Advisors, LLC 0.03% Reduce -3.0% 14,599 $1.2M
PFG Investments, LLC 0.07% Add +23.4% 14,518 $1.2M
Defined Wealth Management, LLC 0.77% Add +0.3% 14,413 $1.2M
Axos Invest Inc. 0.83% Reduce -4.2% 14,279 $1.1M
Quadrature Capital Ltd 0.02% New 14,258 $1.1M
Forum Private Client Group LLC 0.51% Reduce -6.1% 14,233 $1.1M
Trustmark Bank Trust Department 0.08% Reduce -1.0% 14,153 $1.1M
Graypoint LLC 0.07% Add +11.2% 14,066 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Reduce -5.7% 13,958 $1.1M
Private Trust Co. NA 0.11% Reduce -21.3% 13,940 $1.1M
Western Wealth Management, LLC 0.06% Reduce -6.7% 13,732 $1.1M
GeoWealth Management, LLC 0.04% Reduce -79.4% 13,647 $1.1M
Advisory Services Network, LLC 0.02% Reduce -10.2% 13,539 $1.1M
SGL Investment Advisors, Inc. 0.56% Reduce -4.3% 13,523 $1.1M
Gould Asset Management LLC 0.23% Add +7.5% 13,493 $1.1M
Firestone Capital Management 0.27% Add +5.9% 13,491 $1.1M
Cooper Financial Group 0.13% Reduce -1.4% 13,454 $1.1M
High Net Worth Advisory Group LLC 0.30% Add +19.7% 13,442 $1.1M
Pinnacle Associates Ltd. 0.01% Add +60.9% 13,282 $1.1M
Cwm, LLC 0.00% Add +3.0% 13,198 $1.1M
Aua Capital Management, LLC 0.67% Reduce -2.9% 13,099 $1.1M
Center For Asset Management LLC 0.68% Reduce -3.0% 13,036 $1.0M
Valeo Financial Advisors, LLC 0.03% Reduce -8.2% 12,886 $1.0M
Legacy Private Trust Co. 0.07% Add +3.8% 12,815 $1.0M
Ashton Thomas Private Wealth, LLC 0.04% Add +41.6% 12,667 $1.0M
Venture Visionary Partners LLC 0.04% Add +4.3% 12,616 $1.0M
Southland Equity Partners LLC 0.24% Add +2.4% 12,585 $1.0M
Zacks Investment Management 0.01% Add +0.6% 12,583 $1.0M
FSC Wealth Advisors, LLC 0.65% Add +16.7% 12,515 $1.0M
Chandler Asset Management, Inc. 0.19% Add +1.0% 12,450 $999K
Stephens Group Asset Management, LLC 0.08% Add +202.2% 12,431 $998K
Canal Capital Management, LLC 0.16% New 12,401 $995K
Meridian Financial Advisors, LLC 0.69% Add +7.7% 12,395 $995K
Iron Gate Global Advisors LLC 0.14% Reduce -96.1% 12,380 $994K
Crabel Capital Management, LLC 3.23% Reduce -84.2% 12,379 $994K
Perennial Investment Advisors, LLC 0.12% Reduce -0.5% 12,275 $985K
Palouse Capital Management, Inc. 0.65% Reduce -5.3% 12,243 $983K
Financial Counselors Inc. 0.01% Reduce -16.2% 12,207 $980K
Krilogy Financial LLC 0.07% Reduce -2.1% 12,165 $976K
Certified Advisory Corp 0.11% Add +41.5% 12,152 $975K
Berkshire Asset Management LLC 0.05% Reduce -2.6% 12,125 $975K
Spire Wealth Management 0.03% Add +16.3% 12,103 $971K
Alliance Wealth Advisors, LLC 0.25% Add +24.1% 12,092 $971K
Alteri Wealth LLC 0.27% — 12,058 $968K
Transamerica Financial Advisors, LLC 0.10% Reduce -5.8% 12,039 $967K
Mission Wealth Management, LP 0.02% Add +19.6% 12,016 $965K
Northern Trust Corp. 0.00% Reduce -28.1% 11,994 $963K
One Capital Management, LLC 0.03% Add +72.3% 11,973 $961K
GenTrust, LLC 0.04% Reduce -3.7% 11,903 $955K
AllSquare Wealth Management LLC 0.55% Add +0.1% 11,890 $954K
Neumann Capital Management, LLC 0.32% Reduce -0.2% 11,840 $950K
J. W. Coons Advisors, LLC 0.24% Add +120.2% 11,750 $943K
Independent Wealth Network Inc. 0.38% Add +11.7% 11,709 $940K
Bath Savings Trust Co 0.10% Add +6.7% 11,648 $935K
Cary Street Partners Financial LLC 0.03% — 11,580 $930K
Silver Oak Advisory Group, Inc. 0.49% Add +0.3% 11,529 $925K
Houlihan Financial Resource Group, Ltd. 0.39% Add +0.0% 11,499 $923K
Mengis Capital Management, Inc. 0.19% Add +167.6% 11,465 $920K
International Assets Investment Management, LLC 0.08% Reduce -61.3% 11,387 $914K
Compass Ion Advisors, LLC 0.11% No change 11,344 $911K
Triton Financial Group Inc 0.57% Reduce -9.3% 11,334 $910K
Round Rock Advisors LLC 0.19% Add +10.9% 11,323 $909K
Clarity Capital Advisors, LLC 0.61% Add +15.0% 11,266 $904K
Guidance Capital, Inc. 0.28% New 11,207 $901K
Novare Capital Management LLC 0.07% Add +9.2% 11,068 $888K
Smith Anglin Financial, LLC 0.08% Reduce -17.1% 11,067 $888K
Avidian Wealth Enterprises, LLC 0.04% Add +10.1% 11,048 $887K
Choreo, LLC 0.01% Add +0.5% 10,970 $882K
TFB Advisors LLC 0.25% Add +25.2% 10,937 $878K
Argent Trust Co 0.04% Reduce -12.4% 10,937 $878K
Shelter Mutual Insurance Co 0.22% No change 10,917 $876K
Integral Investment Advisors, Inc. 0.28% Add +9.0% 10,859 $872K
Act Two Investors LLC 0.17% No change 10,773 $865K
Keener Financial Planning LLC 0.51% Reduce -2.0% 10,755 $863K
Capstone Capital LLC 0.71% Reduce -5.1% 10,744 $862K
Fiduciary Trust Co 0.01% Add +7.7% 10,723 $861K
Moneta Group Investment Advisors LLC 0.01% Add +52.5% 10,715 $860K
CIBC Private Wealth Group LLC 0.00% Reduce -15.7% 10,729 $857K
Maia Wealth LLC 0.18% Add +8.5% 10,598 $857K
World Investment Advisors 0.02% Reduce -2.8% 10,584 $850K
Integrity Financial Corp 0.49% Reduce -1.9% 10,550 $847K
Grandview Asset Management LLC 0.31% Add +151.6% 10,502 $843K
Baker Tilly Wealth Management, LLC 0.33% Add +6.6% 10,475 $841K
Deroy & Devereaux Private Investment Counsel Inc. 0.05% Add +7.5% 10,398 $835K
Vision Capital Management, Inc. 0.12% Reduce -1.0% 10,293 $826K
Patten Group, Inc. 0.18% Add +0.6% 10,283 $825K
FC Advisory LLC 0.28% Add +2.9% 10,233 $821K
AlTi Global, Inc. 0.02% Reduce -12.1% 10,220 $820K
Lifeworks Advisors, LLC 0.15% Add +75.0% 10,165 $816K
GK Wealth Management LLC 1.03% — 10,111 $812K
Sonata Capital Group Inc. 0.34% Reduce -1.0% 10,085 $810K
Noesis Capital Mangement Corp. 0.15% Reduce -0.1% 10,082 $809K
First Horizon Advisors, Inc. 0.02% Add +0.5% 10,078 $809K
Millennium Management 0.00% Reduce -69.5% 10,060 $808K
OMNI 360 Wealth, Inc. 0.53% Reduce -21.4% 9,946 $798K
Interactive Financial Advisors, Inc. 0.42% Add +1.9% 9,942 $798K
Inman Jager Wealth Management, LLC 0.62% — 9,876 $793K
Concord Wealth Partners 0.13% Add +4.5% 9,840 $790K
National Philanthropic Trust 0.01% No change 9,757 $783K
Bison Wealth, LLC 0.09% — 9,574 $769K
Olde Wealth Management, LLC 0.27% No change 9,536 $765K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +1.9% 9,529 $765K
Accretive Wealth Partners, LLC 0.32% Add +5.1% 9,302 $747K
Alerus Financial NA 0.06% Reduce -9.0% 9,271 $744K
Shum Financial Group, Inc. 0.64% Add +1.6% 9,264 $744K
Agf Management Ltd. 0.00% Reduce -56.2% 9,200 $738K
Jacobi Capital Management LLC 0.06% Reduce -0.7% 9,170 $736K
Plante Moran Financial Advisors, LLC 0.06% Add +0.0% 9,108 $731K
Timonier Family Office, LTD. 0.37% — 9,033 $725K
Ascentis Independent Advisors 0.14% Add +0.2% 8,992 $722K
Wesbanco Bank Inc. 0.02% Add +241.3% 8,956 $719K
Brighton Jones LLC 0.02% Add +107.9% 8,916 $716K
Wealthcare Advisory Partners LLC 0.02% Reduce -3.3% 8,898 $714K
Duncker Streett & Co. Inc. 0.13% Add +8.9% 8,780 $705K
XTX Topco Ltd 0.06% New 8,757 $703K
Wedbush Securities Inc. 0.02% Reduce -15.9% 8,620 $692K
Wellington Wealth Strategies, LLC. 0.63% Reduce -18.7% 8,567 $691K
Pinnacle Wealth Management Advisory Group, LLC 0.06% No change 8,576 $688K
Allspring Global Investments Holdings, LLC 0.00% No change 8,561 $687K
My Legacy Advisors, LLC 0.27% Reduce -0.5% 8,569 $686K
First Merchants Corp. 0.03% Add +29.3% 8,489 $681K
Stratos Wealth Advisors, LLC 0.03% Reduce -68.0% 8,452 $678K
Moser Wealth Advisors, LLC 0.35% Add +8.2% 8,422 $676K
Cordatus Wealth Management LLC 0.18% New 8,414 $675K
Simon Quick Advisors, LLC 0.04% No change 8,291 $666K
Freestone Capital Holdings, LLC 0.02% Reduce -19.6% 8,234 $661K
Ibex Wealth Advisors 0.08% New 8,234 $661K
Tradition Wealth Management, LLC 0.06% Add +7.2% 8,233 $661K
Baker Ellis Asset Management LLC 0.10% Reduce -6.5% 8,200 $658K
Mosaic Financial Group, LLC 0.47% Reduce -7.2% 8,194 $658K
Fermata Advisors, LLC 0.12% Reduce -5.0% 8,173 $656K
Norden Group LLC 0.07% Add +5.0% 8,096 $650K
Trilogy Capital Inc. 0.03% Add +12.9% 7,998 $642K
Atlas Capital Advisors Inc. 0.08% Add +60.8% 7,888 $633K
Founders Financial Securities LLC 0.06% Reduce -66.6% 7,847 $630K
Diversify Wealth Management, LLC 0.05% Add +1.1% 7,915 $628K
Inspire Advisors, LLC 0.08% Add +2.3% 7,789 $625K
Sovereign Financial Group, Inc. 0.14% Add +84.9% 7,764 $623K
Pines Wealth Management, LLC 0.27% — 7,830 $622K
Compass Financial Group, INC 0.12% Reduce -1.3% 7,710 $619K
Liberty Capital Management, Inc. 0.14% Add +15.2% 7,700 $618K
Falcon Wealth Planning 0.07% New 7,551 $606K
IHT Wealth Management, LLC 0.02% Reduce -9.6% 7,524 $604K
International Private Wealth Advisors LLC 0.60% No change 7,516 $603K
Linden Thomas Advisory Services, LLC 0.08% New 7,483 $601K
Greenspring Advisors, LLC 0.13% Reduce -23.6% 7,474 $600K
Geneos Wealth Management Inc. 0.02% Add +1.9% 7,424 $596K
Valley Wealth Managers, Inc. 0.04% Reduce -7.6% 7,384 $593K
Schmidt P J Investment Management Inc. 0.10% No change 7,370 $592K
Snowden Capital Advisors LLC 0.02% Add +4.4% 7,330 $588K
Ascent Group, LLC 0.04% Add +4.1% 7,224 $580K
Rwa Wealth Partners, LLC 0.01% Add +0.9% 7,222 $580K
CoreCap Advisors, LLC 0.03% Add +19.2% 7,190 $577K
Tsfg, LLC 0.12% Add +12.3% 7,189 $577K
Focus Partners Advisor Solutions, LLC 0.01% Reduce -36.5% 7,166 $575K
Providence First Trust Co 0.21% No change 7,092 $569K
Harmony Asset Management LLC 0.22% Add +22.5% 7,057 $566K
Aveo Capital Partners, LLC 0.06% Add +31.8% 7,020 $563K
Brown Advisory Inc. 0.00% Reduce -8.0% 7,018 $563K
Twele Capital Management, Inc. 0.12% Add +11.9% 6,999 $562K
Collaborative Wealth Managment Inc. 0.25% Reduce -33.2% 6,963 $559K
Disciplined Investments, LLC 0.27% Add +184.5% 6,908 $555K
Graney & King, LLC 0.42% — 6,881 $552K
Lineweaver Wealth Advisors, LLC 0.10% Reduce -10.8% 6,804 $546K
Cunning Capital Partners, LP 0.33% Reduce -34.0% 7,000 $546K
Pacifica Partners Inc. 0.24% Reduce -29.1% 6,794 $545K
Argus Investors' Counsel, Inc. 0.36% Add +7.0% 6,747 $542K
Private Capital Management, LLC 0.06% Add +4.5% 6,714 $539K
Clark Asset Management, LLC 0.10% Add +4.7% 6,713 $539K
Sage Capital Management, LLC 0.27% Reduce -4.6% 6,708 $538K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -44.3% 6,634 $532K
Insight Inv LLC 0.37% Add +27.4% 6,611 $531K
TD Waterhouse Canada Inc. 0.00% Add +3.3% 6,600 $530K
Johnson Financial Group, Inc. 0.03% Add +249.4% 6,548 $529K
Orleans Capital Management Corp. 0.29% Add +4.8% 6,482 $522K
Brooklyn FI, LLC 0.17% Add +0.7% 6,505 $522K
Investment Advisory Group, LLC 0.17% No change 6,499 $522K
Creative Financial Designs Inc. 0.04% Add +16.6% 6,466 $519K
Axis Wealth Partners, LLC 0.44% — 6,459 $518K
Keystone Financial Group 0.05% Reduce -0.6% 6,458 $518K
Dynamic Wealth Strategies, LLC 0.46% Reduce -0.4% 6,451 $518K
Running Point Capital Advisors, LLC 0.18% No change 6,416 $515K
AE Wealth Management LLC 0.00% Reduce -27.8% 6,369 $511K
WealthCollab, LLC 0.33% No change 6,366 $511K
Wiser Advisor Group LLC 0.74% Add +0.9% 6,351 $510K
Global Assets Advisory, LLC 0.28% Add +48.0% 6,286 $505K
Fourth Dimension Wealth, LLC 0.26% — 6,195 $497K
Legacy Capital Wealth Partners, LLC 0.12% New 6,170 $495K
Plotkin Financial Advisors, LLC 0.29% Reduce -4.4% 6,165 $495K
Cherrydale Wealth Management, LLC 0.19% Reduce -28.6% 6,154 $494K
Three Bridge Wealth Advisors, LLC 0.17% Add +1.0% 6,131 $492K
Garden State Investment Advisory Services LLC 0.15% Add +0.2% 6,118 $491K
Meitav Investment House Ltd. 0.01% Add +30.9% 6,024 $483K
Davis R M Inc. 0.01% Add +11.5% 5,991 $481K
Allie Family Office LLC 0.27% Reduce -0.8% 5,961 $478K
Community Financial Services Group, LLC 0.09% Reduce -3.4% 5,937 $477K
Condor Capital Management 0.04% Reduce -0.1% 5,930 $476K
Walkner Condon Financial Advisors LLC 0.10% Reduce -14.3% 5,928 $476K
Seelaus Asset Management LLC 0.44% Reduce -2.0% 5,904 $474K
Azimuth Capital Investment Management LLC 0.02% Reduce -0.8% 5,865 $471K
Boston Trust Walden Corp 0.00% Reduce -37.2% 5,860 $470K
True North Advisors, LLC 0.11% New 5,752 $462K
Horizon Investments, LLC 0.01% Reduce -72.0% 5,760 $461K
First United Bank & Trust 0.17% Add +10.9% 5,734 $460K
Pekin Hardy Strauss, Inc. 0.06% Add +3.6% 5,729 $460K
180 Wealth Advisors, LLC 0.07% Add +0.0% 5,718 $459K
IVC Wealth Advisors LLC 0.26% Add +3.1% 5,695 $457K
Concourse Financial Group Securities, Inc. 0.03% Add +13.4% 5,625 $452K
Empower Advisory Group, LLC 0.00% Reduce -2.8% 5,592 $449K
Werba Rubin Papier Wealth Management 0.11% New 5,576 $448K
Forza Wealth Management, LLC 0.20% No change 5,542 $445K
Oxinas Partners, LLC 0.26% Reduce -11.0% 5,535 $444K
Capital Analysts, LLC 0.02% Add +8.7% 5,535 $444K
TCV Trust & Wealth Management, Inc. 0.04% No change 5,530 $444K
Meriwether Wealth & Planning, LLC 0.31% — 5,493 $441K
Central Valley Advisors, LLC 0.20% New 5,474 $439K
Stablepoint Partners, LLC 0.08% Add +2.7% 5,448 $437K
Verisail Partners, LLC 0.20% — 5,339 $429K
Wilmington Savings Fund Society, FSB 0.01% Add +3.5% 5,325 $427K
SouthState Bank Corp 0.03% Reduce -43.2% 5,311 $426K
Beaumont Financial Advisors, LLC 0.03% Add +0.8% 5,283 $424K
Kingswood Wealth Advisors, LLC 0.03% Add +7.2% 5,272 $423K
U.S. Capital Wealth Advisors, LLC 0.01% Add +5.4% 5,218 $419K
Fiduciary Alliance LLC 0.04% Reduce -1.7% 5,122 $411K
Two Sigma Securities, LLC 0.07% Reduce -93.7% 5,102 $410K
Ameriflex Group, Inc. 0.19% — 5,067 $409K
Planning Directions Inc. 0.24% Add +59.6% 5,047 $405K
Nottingham Advisors, Inc. 0.05% Add +63.7% 5,021 $403K
Powell Investment Advisors, LLC 0.19% No change 5,020 $403K
Quantitative Strategies, Inc. 0.21% New 5,005 $402K
Uptick Partners, LLC 0.15% Reduce -2.4% 4,999 $401K
Horan Capital Advisors, LLC. 0.13% Reduce -1.6% 4,940 $397K
Vaughan Nelson Investment Management, L.P. 0.00% No change 4,915 $395K
CW Advisors, LLC 0.01% Add +31.4% 4,900 $393K
Narus Financial Partners, LLC 0.13% Add +5.8% 4,889 $392K
Objectivity Squared, LLC 0.26% Add +31.2% 4,800 $381K
Centaurus Financial, Inc. 0.02% Add +15.4% 4,738 $380K
Prosperity Consulting Group, LLC 0.03% Reduce -9.7% 4,731 $380K
Ameliora Wealth Management Ltd. 0.14% No change 4,727 $379K
Merkkuri Wealth Advisors LLC 0.30% Add +1.5% 4,677 $375K
Bristlecone Advisors, LLC 0.03% Add +1.5% 4,677 $375K
Sawyer & Company, Inc 0.14% Add +10.4% 4,673 $375K
Summit Global Investments 0.02% Reduce -2.7% 4,666 $375K
Octavia Wealth Advisors, LLC 0.05% Add +0.0% 4,664 $374K
Keyvantage Wealth, LLC 0.27% — 4,637 $372K
Zhang Financial LLC 0.02% Add +0.6% 4,576 $367K
TT Capital Management LLC 0.29% — 4,557 $365K
Occidental Asset Management, LLC 0.06% Reduce -2.6% 4,542 $365K
Root Financial Partners, LLC 0.05% New 4,530 $364K
Wallace Advisory Group, LLC 0.25% Reduce -2.9% 4,336 $363K
Spectrum Wealth Counsel, LLC 0.04% Reduce -6.2% 4,523 $363K
Uncommon Cents Investing LLC 0.11% Add +12.0% 4,515 $362K
Victory Financial Group, LLC 0.10% — 4,508 $362K
M&T Bank Corp 0.00% New 4,468 $359K
Bedel Financial Consulting, Inc. 0.05% Add +1.5% 4,383 $355K
Greenwood Capital Associates LLC 0.05% No change 4,386 $352K
Maripau Wealth Management LLC 0.21% New 4,348 $349K
Evanson Asset Management, LLC 0.02% Add +73.8% 4,337 $348K
Mason Investment Advisory Services, Inc. 0.02% Add +1.1% 4,333 $348K
Ballentine Partners, LLC 0.01% New 4,301 $345K
Culbertson A N & Co. Inc. 0.05% Add +7.5% 4,280 $344K
Disciplined Investors, L.L.C. 0.33% — 4,336 $343K
Obermeyer Wealth Partners 0.02% Add +0.7% 4,276 $343K
Triumph Capital Management 0.12% New 4,254 $341K
Northwest Bank & Trust Co 0.25% No change 4,121 $339K
Financial Network Wealth Advisors LLC 0.63% Reduce -57.9% 4,213 $338K
O'Dell Group, LLC 0.08% Add +2.1% 4,209 $338K
Treynor Bancshares, Inc. 0.35% Reduce -48.3% 4,188 $336K
Ausdal Financial Partners, Inc. 0.03% New 4,180 $336K
FSB Premier Wealth Management, Inc. 0.13% No change 4,166 $334K
Concorde Asset Management, LLC 0.17% Add +0.8% 4,146 $333K
Praetorian Wealth Management, Inc. 0.08% New 4,144 $333K
Pure Financial Advisors, LLC 0.01% New 4,136 $332K
Chapin Davis, Inc. 0.11% No change 3,960 $332K
Ancora Advisors LLC 0.01% Add +353.4% 4,126 $331K
HSBC Holdings PLC 0.00% New 4,117 $330K
Raab & Moskowitz Asset Management LLC 0.08% Reduce -7.0% 4,115 $330K
TD Capital Management LLC 0.03% No change 4,100 $329K
Lake Street Private Wealth, LLC 0.05% Add +1.3% 4,097 $329K
Warwick Investment Management, Inc. 0.07% New 4,091 $328K
Lutz Financial Services LLC 0.03% Reduce -2.6% 4,084 $328K
Edge Capital Group, LLC 0.01% Add +112.5% 8,666 $327K
Bokf, NA 0.01% Add +100.9% 4,119 $327K
Gallagher Fiduciary Advisors, LLC 0.06% New 4,031 $324K
Wealth Dimensions Group, Ltd. 0.08% New 4,023 $323K
Kovack Advisors, Inc. 0.03% Add +0.4% 4,014 $322K
Benchmark Wealth Management, LLC 0.16% No change 4,006 $322K
Ceeto Capital Group, LLC 0.12% No change 4,000 $321K
SBI Securities Co., Ltd. 0.01% — 3,992 $320K
Pinnacle Financial Group, LLC / IL 0.13% Add +17.8% 3,989 $320K
Mach-1 Financial Group, LLC 0.58% Add +15.5% 3,985 $320K
Roger Wittlin Investment Advisory, LLC 0.18% Add +1.5% 3,979 $319K
Charter Oak Capital Management, LLC 0.03% Add +5.7% 3,942 $316K
Wealth Effects LLC 0.11% Add +34.9% 3,907 $314K
Performance Wealth Partners, LLC 0.01% Reduce -1.0% 3,895 $313K
Kohmann Bosshard Financial Services, LLC 0.04% No change 3,862 $310K
SeaCrest Wealth Management, LLC 0.03% Add +13.4% 3,826 $307K
Texas Yale Capital Corp. 0.01% Add +28.0% 3,813 $306K
Regions Financial Corp. 0.00% Add +6.7% 3,807 $306K
Caitlin John, LLC 0.21% Reduce -0.1% 3,787 $304K
SeaBridge Investment Advisors LLC 0.06% New 3,769 $303K
Security National Bank 0.04% Add +25.0% 3,750 $301K
Davidson Investment Advisors 0.01% Reduce -41.6% 3,750 $301K
Valued Retirements, Inc. 0.41% New 3,746 $301K
Focus Financial Network, Inc. 0.01% New 3,721 $299K
Aspire Capital Advisors LLC 0.09% New 3,701 $297K
Lynx Investment Advisory 0.20% Add +0.2% 3,666 $294K
Parkside Financial Bank & Trust 0.04% Add +1.5% 3,663 $294K
Total Clarity Wealth Management, Inc. 0.10% Add +3.5% 3,649 $293K
GTS Securities LLC 0.01% New 3,638 $292K
Wells Financial Advisors INC 0.40% Add +21.2% 3,621 $291K
RPS Advisory Solutions LLC 0.18% Reduce -2.6% 3,609 $290K
Frank, Rimerman Advisors LLC 0.02% Reduce -0.9% 3,601 $289K
Breed's Hill Capital LLC 0.15% Reduce -14.6% 3,600 $289K
Peninsula Wealth, LLC 0.05% No change 3,597 $289K
Hennion & Walsh Asset Management, Inc. 0.01% Add +3.5% 3,597 $289K
UMB Bank, n.a. 0.00% No change 3,595 $289K
Cedar Point Capital Partners, LLC 0.20% Add +0.4% 3,588 $288K
Mustard Seed Financial, LLC 0.23% No change 3,546 $285K
Redmont Wealth Advisors LLC 0.49% No change 3,543 $284K
JFS Wealth Advisors, LLC 0.02% Reduce -41.4% 3,543 $284K
Altfest L J & Co. Inc. 0.04% New 3,540 $284K
Efficient Advisors, LLC 0.02% Reduce -24.8% 3,537 $284K
Northstar Financial Companies, Inc. 0.27% — 3,520 $283K
Nomura Asset Management Co. Ltd. 0.00% No change 3,518 $282K
Arkadios Wealth Advisors 0.02% New 3,495 $281K
First Hawaiian Bank 0.01% Add +34.3% 3,451 $277K
Hanover Advisors Inc. 0.12% Reduce -41.5% 3,422 $275K
Brass Tax Wealth Management, Inc. 0.06% Reduce -4.3% 3,422 $275K
BCS Wealth Management 0.07% Reduce -0.0% 3,417 $274K
Neuberger Berman Group LLC 0.00% New 3,370 $271K
Keel Point, LLC 0.02% Add +36.4% 3,365 $270K
Magnolia Capital Advisors LLC 0.07% New 3,361 $270K
Silver Oak Securities, Incorporated 0.02% Add +18.8% 3,337 $268K
Continuum Advisory, LLC 0.03% Add +0.7% 3,340 $268K
Capital Investment Advisors, LLC 0.01% Add +4.5% 3,307 $265K
Csenge Advisory Group 0.01% Reduce -6.1% 3,301 $265K
Kanawha Capital Management LLC 0.02% Add +0.7% 3,274 $263K
Raffa Wealth Management, LLC 0.06% Add +0.2% 3,266 $262K
Darrow Company, Inc. 0.15% Add +27.8% 3,255 $261K
FourThought Financial Partners, LLC 0.03% Reduce -0.0% 3,253 $261K
Matauro, LLC 0.06% — 3,233 $260K
Strategic Financial Concepts, LLC 0.05% New 3,225 $259K
Howard Wealth Management, LLC 0.14% New 3,223 $259K
Sunburst Financial Group, LLC 0.06% Reduce -63.9% 3,209 $258K
Breakwater Investment Management 0.11% Add +36.6% 3,199 $257K
Destination Wealth Management 0.01% New 3,175 $255K
Joel Isaacson & Co., LLC 0.01% Add +0.7% 3,144 $252K
Sax Wealth Advisors, LLC 0.02% Reduce -34.2% 3,131 $251K
Texas Bank & Trust Co 0.10% — 3,115 $250K
Federation des caisses Desjardins du Quebec 0.00% Reduce -11.6% 3,115 $250K
Ellis Investment Partners, LLC 0.05% Add +28.6% 3,113 $250K
Cassady Schiller Wealth Management, LLC 0.09% Add +0.0% 3,107 $249K
Anson Capital, Inc. 0.22% Add +1.5% 3,103 $249K
Rothschild Wealth LLC 0.07% Add +0.6% 3,090 $248K
RiverGlades Family Offices LLC 0.18% No change 3,084 $248K
Swmg, LLC 0.10% Reduce -3.8% 3,056 $245K
Clifford Swan Investment Counsel LLC 0.01% Add +0.9% 3,042 $244K
Callahan Advisors, LLC 0.02% Reduce -6.2% 3,037 $244K
Nilsine Partners, LLC 0.03% Add +0.9% 3,000 $241K
Integrity Wealth Solutions LLC 0.13% Add +1.5% 2,987 $240K
Franklin Resources Inc. 0.00% Add +0.5% 2,984 $240K
Ti-Trust, Inc. 0.16% Add +17.7% 2,967 $238K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.05% No change 2,958 $237K
UNIVEST FINANCIAL Corp 0.01% Add +0.2% 2,915 $234K
Tyche Wealth Partners LLC 0.05% No change 2,907 $233K
Creekside Partners 0.12% Add +1.4% 2,891 $232K
Debussy Capital Management LP 0.04% Add +0.3% 2,864 $232K
HB Wealth Management, LLC 0.00% Reduce -9.9% 2,866 $230K
Barrett & Company, Inc. 0.10% Add +6.4% 2,851 $229K
Pinnacle Bancorp, Inc. 0.07% Reduce -2.0% 2,819 $226K
Security Financial Services, INC. 0.05% No change 2,817 $226K
Wescott Financial Advisory Group, LLC 0.02% Reduce -42.4% 2,807 $225K
Quadrant Private Wealth Management, LLC 0.06% New 2,789 $224K
Whitaker-Myers Wealth Managers, LTD. 0.07% Add +1.5% 2,784 $223K
Accurate Wealth Management, LLC 0.04% Add +2.0% 2,799 $222K
Bar Harbor Wealth Management 0.01% Reduce -6.3% 2,761 $222K
First PREMIER Bank 0.06% Reduce -41.0% 2,737 $220K
Berger Financial Group, Inc 0.01% Reduce -25.3% 2,703 $217K
Alterna Wealth Management, Inc. 0.18% New 2,697 $216K
Twin Peaks Wealth Advisors, LLC 0.09% Add +0.0% 2,645 $212K
Ninety One UK Ltd 0.00% No change 2,610 $210K
Mendel Capital Management LLC 0.13% Reduce -1.7% 2,602 $209K
TigerOak Management, L.L.C. 0.08% — 2,578 $207K
RFG Advisory, LLC 0.01% Reduce -11.9% 2,577 $207K
Moneco Advisors, LLC 0.02% New 2,573 $207K
FineMark National Bank & Trust 0.01% New 2,561 $206K
Talisman Wealth Advisors LLC 0.22% Reduce -24.2% 2,557 $205K
ProVise Management Group, LLC 0.02% Reduce -61.4% 2,549 $205K
Investor's Fiduciary Advisor Network, LLC 0.08% — 2,546 $204K
Vision Financial Markets LLC 0.22% — 2,500 $201K
Elios Financial Group Inc. 0.09% Add +0.4% 2,493 $200K
Trust Co. of Vermont 0.01% Reduce -4.8% 2,445 $196K
Armstrong Advisory Group, Inc. 0.02% No change 2,406 $193K
Sugarloaf Wealth Management, LLC 0.04% Add +34.1% 2,368 $190K
Coppell Advisory Solutions LLC 0.03% Add +343.6% 2,351 $189K
Colonial Trust Advisors 0.02% No change 2,350 $189K
Front Row Advisors LLC 0.06% No change 2,211 $177K
Family Manage LLC 0.03% No change 2,181 $175K
Halbert Hargrove Global Advisors, LLC 0.01% New 2,127 $171K
Turim 21 Investimentos Ltda. 0.04% Add +291.6% 2,040 $165K
Fifth Third Bancorp 0.00% Add +15.4% 1,986 $159K
Golden State Wealth Management, LLC 0.02% — 1,962 $158K
Eastern Bank 0.00% Add +2.7% 1,931 $155K
Urban Financial Advisory Corp 0.08% Add +1.5% 1,917 $154K
Ridgewood Investments LLC 0.07% No change 1,891 $152K
Larson Financial Group LLC 0.01% Add +1.0% 1,887 $151K
Hills Bank & Trust Co 0.01% New 1,876 $151K
Sage Mountain Advisors LLC 0.01% Reduce -38.6% 1,846 $148K
Towne Trust Company, N.A 0.05% New 1,797 $144K
Vermillion Wealth Management, Inc. 0.07% — 1,762 $141K
Endeavor Private Wealth, Inc. 0.13% — 1,755 $141K
Godsey & Gibb, Inc. 0.01% Reduce -30.5% 1,740 $140K
Tucker Asset Management LLC 0.03% Add +1249.6% 1,714 $138K
Van Hulzen Asset Management, LLC 0.01% Reduce -69.1% 1,683 $135K
JNBA Financial Advisors 0.01% No change 1,616 $130K
Investors Research Corp 0.03% No change 1,604 $129K
Allianz SE 0.00% No change 1,527 $123K
Clearstead Advisors, LLC 0.00% Add +1.5% 1,463 $117K
WealthShield Partners, LLC 0.02% Reduce -0.1% 1,433 $115K
Pillar Financial Advisors, LLC 0.09% — 1,400 $112K
Sachetta, LLC 0.04% Reduce -3.5% 1,388 $111K
Signaturefd, LLC 0.00% Add +14.1% 1,366 $110K
Minot DeBlois Advisors LLC 0.10% — 1,350 $108K
Community Bank, N.A. 0.01% New 1,334 $107K
S.A. Mason LLC 0.06% No change 1,310 $105K
Synergy Investment Management, LLC 0.04% — 1,234 $99K
Coastline Trust Co 0.01% Add +3.7% 1,216 $98K
Rothschild Investment LLC 0.01% Add +23.5% 1,209 $97K
MidAtlantic Capital Management, Inc. 0.07% Add +54.9% 1,196 $96K
Ogorek Anthony Joseph /NY/ 0.03% No change 1,147 $92K
Eukles Asset Management 0.04% Add +255.8% 1,103 $89K
Bogart Wealth, LLC 0.00% Add +0.2% 1,069 $86K
Capital Investment Advisory Services, LLC 0.01% No change 1,044 $84K
Robinswood Financial LLC 0.03% Add +25.5% 1,025 $82K
Parkworth Wealth Management, Inc. 0.07% — 1,022 $82K
Financial Connections Group, Inc. 0.04% Add +0.9% 1,025 $82K
GPS Wealth Strategies Group, LLC 0.01% Reduce -1.9% 967 $78K
Bernard Wealth Management Corp. 0.04% — 967 $78K
Key Financial Inc 0.02% Add +41.5% 935 $75K
Colonial Trust Co / SC 0.01% Reduce -18.9% 934 $75K
Richardson Financial Services Inc. 0.05% Reduce -1.2% 932 $75K
Delta Asset Management LLC 0.01% No change 901 $72K
Consultiva Wealth Management, Corp. 0.34% New 832 $67K
Anchor Investment Management, LLC 0.01% Add +0.4% 756 $61K
Fairway Wealth LLC 0.03% New 740 $59K
Simplex Trading, LLC 0.00% New 742 $59K
Sanctuary Wealth Management, L.L.C. 0.04% Reduce -45.7% 733 $59K
Hantz Financial Services, Inc. 0.00% New 722 $58K
Chilton Capital Management LLC 0.00% Add +1.0% 707 $57K
Heck Capital Advisors, LLC 0.01% Reduce -2.5% 697 $56K
GAMMA Investing LLC 0.00% Reduce -10.9% 691 $55K
Piscataqua Savings Bank 0.04% No change 644 $52K
Field & Main Bank 0.02% New 643 $52K
MCF Advisors LLC 0.00% Add +1.8% 641 $51K
Princeton Global Asset Management LLC 0.01% No change 589 $47K
Salem Investment Counselors Inc. 0.00% No change 555 $45K
Chapman Financial Group, LLC 0.04% — 552 $44K
First Command Advisory Services, Inc. 0.00% Reduce -31.6% 538 $43K
DHJJ Financial Advisors, Ltd. 0.02% No change 533 $43K
Sound Income Strategies, LLC 0.00% Add +50.7% 532 $43K
Founders Financial Alliance, LLC 0.01% Add +0.4% 529 $42K
Nvwm, LLC 0.01% Add +42.6% 499 $40K
Edmond DE Rothschild Holding S.A. 0.00% No change 469 $38K
Reyes Financial Architecture, Inc. 0.03% — 459 $37K
Transce3nd, LLC 0.01% — 436 $35K
AdvisorNet Financial, Inc 0.00% Reduce -8.1% 421 $34K
Midwest Capital Advisors, LLC 0.02% — 414 $33K
Archer Investment Corp 0.01% Add +0.5% 399 $32K
Mascoma Wealth Management LLC 0.01% No change 397 $32K
Harbor Investment Advisory, LLC 0.00% No change 373 $30K
Pineridge Advisors LLC 0.01% Add +1.7% 368 $30K
Indiana Trust & Investment Management Co 0.01% No change 359 $29K
Physician Wealth Advisors, Inc. 0.00% New 358 $29K
Tortoise Investment Management, LLC 0.00% New 344 $28K
Truvestments Capital LLC 0.01% Add +145.6% 334 $27K
Creekmur Asset Management LLC 0.01% Add +1.5% 331 $27K
SIMA Wealth Partners, LLC 0.02% Add +329.3% 322 $26K
Richards, Merrill & Peterson, Inc. 0.01% — 317 $25K
Financial Gravity Companies, Inc. 0.01% No change 313 $25K
Glen Eagle Advisors, LLC 0.00% Add +1.3% 305 $24K
Caldwell Trust Co 0.00% No change 303 $24K
WASHINGTON TRUST Co 0.00% Reduce -35.1% 300 $24K
Fortitude Family Office, LLC 0.01% Add +1.4% 294 $24K
TruNorth Capital Management, LLC 0.01% Reduce -76.4% 270 $22K
Cherry Tree Wealth Management, LLC 0.01% No change 270 $22K
NorthRock Partners, LLC 0.00% Reduce -8.6% 244 $20K
Keystone Financial Group, Inc. 0.02% — 243 $20K
Cullen/Frost Bankers, Inc. 0.00% Reduce -61.3% 228 $18K
Atwood & Palmer Inc. 0.00% No change 225 $18K
2UniFi Bank 0.01% — 221 $18K
Raelipskie Partnership 0.01% New 215 $17K
Maryland Capital Advisors Inc. 0.01% New 214 $17K
PSI Advisors, LLC 0.00% New 206 $17K
Colony Family Offices, LLC 0.01% No change 198 $16K
Delos Wealth Advisors, LLC 0.01% No change 180 $14K
Cranbrook Wealth Management, LLC 0.00% New 174 $14K
Farmers & Merchants Investments Inc. 0.00% No change 172 $14K
McIlrath & Eck, LLC 0.00% Add +1.2% 172 $14K
New Wave Wealth Advisors LLC 0.01% New 166 $13K
Tidemark, LLC 0.01% Add +1.3% 162 $13K
Vermillion & White Wealth Management Group, LLC 0.01% No change 160 $13K
Federated Hermes, Inc. 0.00% New 159 $13K
Quent Capital, LLC 0.00% New 158 $13K
Hoese & Co LLP 0.01% No change 158 $13K
MPWM Advisory Solutions, LLC 0.01% — 157 $13K
Stephens Consulting, LLC 0.00% No change 155 $12K
Wolff Wiese Magana LLC 0.01% No change 153 $12K
American National Bank & Trust 0.00% No change 142 $11K
GHP Investment Advisors, Inc. 0.00% No change 140 $11K
Tompkins Financial Corp. 0.00% Add +62.4% 138 $11K
O'shaughnessy Asset Management, LLC 0.00% Reduce -59.9% 127 $10K
Elevate Wealth Advisory, Inc. 0.01% No change 125 $10K
Wood Tarver Financial Group, LLC 0.00% — 134 $10K
Cypress Capital Management LLC (WY) 0.01% No change 120 $10K
Kestra Investment Management, LLC 0.00% New 118 $9K
Trifecta Capital Advisors, LLC 0.00% No change 107 $9K
American Capital Advisory, LLC 0.00% Add +2.0% 103 $8K
1620 Investment Advisors, Inc. 0.01% No change 100 $8K
YANKCOM Partnership 0.00% — 100 $8K
Householder Group Estate & Retirement Specialist, LLC 0.01% Reduce -96.7% 102 $8K
Roble, Belko & Company, Inc 0.00% New 100 $8K
Mendota Financial Group, LLC 0.01% No change 97 $8K
Aventura Private Wealth, LLC 0.00% — 95 $8K
ORG Partners LLC 0.00% Add +1.1% 91 $7K
Cape Investment Advisory, Inc. 0.00% Add +423.5% 89 $7K
Brown, Lisle/Cummings, Inc. 0.00% No change 88 $7K
WR Wealth Planners, LLC 0.00% Add +1.2% 83 $7K
Centricity Wealth Management, LLC 0.01% — 73 $6K
Bell Investment Advisors, Inc 0.00% Add +1.4% 70 $6K
EPG Wealth Management LLC 0.00% No change 62 $5K
Cornerstone Planning Group LLC 0.00% Reduce -74.3% 58 $5K
Tower View Wealth Management LLC 0.00% New 58 $5K
Bangor Savings Bank 0.00% No change 57 $5K
Element Wealth, LLC 0.00% No change 56 $4K
Red Tortoise LLC 0.00% No change 56 $4K
Mitchell Sinkler & Starr 0.00% No change 55 $4K
Medallion Wealth Advisors, LLC 0.00% — 52 $4K
Prudent Man Investment Management, Inc. 0.00% — 49 $4K
Bellwether Advisors, LLC 0.00% New 46 $4K
Copia Wealth Management 0.00% — 44 $4K
Cary Street Partners Investment Advisory LLC 0.00% Reduce -99.5% 43 $3K
Menard Financial Group LLC 0.00% New 41 $3K
Brooklyn Investment Group 0.00% New 38 $3K
Broadwater Capital Management LLC 0.00% No change 38 $3K
Hazlett, Burt & Watson, Inc. 0.00% New 38 $3K
Lanark Financial, Inc. 0.25% — 33 $3K
Curio Wealth, LLC 0.00% — 33 $3K
Ascentis Wealth Management, LLC 0.00% New 32 $3K
FSA Wealth Management LLC 0.00% No change 26 $2K
Asset Dedication, LLC 0.00% Reduce -63.4% 26 $2K
GoalVest Advisory LLC 0.00% Reduce -82.8% 26 $2K
Capital Advisors, Ltd. LLC 0.00% No change 26 $2K
Legacy Investment Solutions, LLC 0.00% No change 18 $1K
Legacy Wealth Managment, LLC 0.00% No change 18 $1K
Private Capital Management LLC 0.00% Reduce -94.6% 18 $1K
Christopher J. Hasenberg, Inc 0.00% No change 17 $1K
Frazier Financial Advisors, LLC 0.00% Reduce -89.8% 16 $1K
Oarsman Capital, Inc. 0.00% Reduce -99.2% 12 $963
Kings Path Partners LLC 0.00% No change 11 $883
Salomon & Ludwin, LLC 0.00% No change 11 $883
Main Street Group, LTD 0.00% No change 10 $803
Signature Resources Capital Management, LLC 0.00% No change 6 $482
Caldwell Sutter Capital, Inc. 0.00% No change 5 $401
Synergy Asset Management, LLC 0.00% New 4 $335
Darwin Wealth Management, LLC 0.00% Reduce -99.5% 1 $130
Pension & Wealth Management Advisors, Inc. 0.00% No change 1 $124
Sunbelt Securities, Inc. 0.00% No change 1 $75

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