Vanguard S/T Corp. Bond ETFVCSHETF

13F holders, Q1 2024 (March 31)
1,251holders
6famous investors
$77.20avg. 13F price*

At the end of Q1 2024, 1,251 institutions reported holding Vanguard S/T Corp. Bond ETF (VCSH) in their 13F filings. The largest holders were Bank of America Corp. ($4.0B), Prudential PLC ($1.8B) and Japan Science & Technology Agency ($1.6B). 6 famous investors held it, including David E. Shaw (0.3% of D. E. Shaw & Co.'s portfolio), Steve Cohen (0.2% of Point72 Asset Management's portfolio) and Ken Fisher (0.1% of Fisher Asset Management's portfolio).

Company
Vanguard S/T Corp. Bond ETF
CUSIP
92206C409
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions55$199.3M
Exits90$286.6M

Ownership 1,251 holders

Bank of America Corp. 0.39% Add +4.6% 51,324,729 $4.0B
Prudential PLC 15.16% Add +4.1% 23,808,124 $1.8B
Japan Science & Technology Agency 20.31% Reduce -10.6% 21,155,428 $1.6B
Morgan Stanley 0.12% Add +2.1% 18,602,061 $1.4B
Prudential Financial Inc. 1.87% Add +4426.8% 17,148,402 $1.3B
Envestnet Asset Management Inc. 0.25% Add +13.5% 8,663,834 $669.8M
Wells Fargo & Company 0.13% Reduce -9.4% 6,486,676 $501.5M
Royal Bank of Canada 0.11% Reduce -0.8% 6,081,196 $470.1M
UBS Group AG 0.13% Reduce -4.7% 5,197,771 $401.8M
Barings LLC 10.02% Add +14389.8% 5,108,527 $394.9M
Vanguard Group Inc. 0.01% Add +6.9% 4,922,885 $380.6M
Nepc LLC 10.91% Add +18.1% 4,098,375 $316.8M
Goldman Sachs Group Inc. 0.06% Add +68.5% 3,532,666 $273.1M
D. E. Shaw & Co. 0.34% Add +235.2% 3,158,600 $244.2M
Mercer Global Advisors Inc. 0.68% Reduce -5.3% 3,090,477 $239.0M
Financial Engines Advisors L.L.C. 0.51% Reduce -0.5% 2,949,719 $228.0M
Carlson Capital Management 9.62% Add +4.2% 2,635,330 $203.7M
Manufacturers Life Insurance Company, The 0.18% Add +55.3% 2,552,531 $197.3M
LPL Financial LLC 0.10% Add +0.2% 2,425,484 $187.5M
Varma Mutual Pension Insurance Co 1.46% No change 2,180,000 $168.5M
Corient Private Wealth LP 0.30% Add +17.1% 2,157,696 $166.8M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 4.81% Add +1.7% 2,006,129 $155.1M
Public Sector Pension Investment Board 1.12% Reduce -61.5% 2,000,000 $154.6M
Fisher Asset Management 0.07% Reduce -0.3% 1,902,696 $147.1M
Ameriprise Financial Inc. 0.04% Reduce -9.2% 1,653,839 $127.8M
RiverFront Investment Group, LLC 3.56% Add +9.0% 1,634,026 $126.3M
American Family Insurance Mutual Holding Co 10.23% Reduce -63.2% 1,540,000 $119.1M
Bank of New York Mellon Corp 0.02% Reduce -43.8% 1,515,270 $117.1M
Banco Bilbao Vizcaya Argentaria, S.A. 1.23% Add +8.9% 1,386,200 $107.2M
Janney Montgomery Scott LLC 0.32% Add +405.5% 1,374,713 $106.3M
Raymond James Financial Services Advisors, Inc. 0.15% Add +4.6% 1,339,516 $103.6M
Strategic Financial Services, Inc. 6.66% Add +6.5% 1,334,515 $103.2M
Raymond James & Associates 0.07% Add +111.2% 1,313,595 $101.6M
iA Global Asset Management Inc. 2.07% Reduce -9.1% 1,306,223 $101.0M
Mather Group, Llc. 1.54% Reduce -0.8% 1,263,038 $97.7M
Keybank National Association 0.40% Reduce -4.5% 1,248,835 $96.5M
Bank of Montreal 0.03% Add +3.3% 1,247,329 $96.4M
Osaic Holdings, Inc. 0.21% Add +5.4% 1,228,521 $95.0M
JPMorgan Chase & Co. 0.01% Reduce -86.2% 1,212,987 $93.8M
Cerity Partners LLC 0.24% Add +2.8% 1,198,159 $92.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -4.5% 1,163,318 $89.9M
Northwestern Mutual Wealth Management Co. 0.09% Reduce -6.9% 1,148,948 $88.8M
First Financial Bankshares Inc 1.92% Add +7.5% 1,102,495 $85.2M
Valeo Financial Advisors, LLC 2.99% Reduce -0.1% 1,432,845 $83.3M
Voya Investment Management LLC 0.09% Add +59.5% 1,053,701 $81.5M
Smithfield Trust Co 4.30% Add +30.9% 1,049,980 $81.2M
Truist Financial Corp. 0.12% Add +108.6% 1,023,439 $79.1M
Hilton Capital Management, LLC 6.99% Add +38.7% 1,007,294 $77.9M
Steele Capital Management, Inc. 4.36% Add +2.7% 983,065 $76.0M
RW Investment Management LLC 10.30% Add +4.6% 956,816 $74.0M
Commonwealth Equity Services, LLC 0.10% Reduce -0.8% 817,432 $63.2M
Bartlett & Co. Wealth Management LLC 0.95% Add +3.5% 802,492 $62.0M
Total Wealth Planning, LLC 10.29% Reduce -2.2% 774,365 $59.9M
Liquid Strategies, LLC 15.34% Reduce -3.0% 767,108 $59.3M
Retirement Systems of Alabama 0.22% No change 752,165 $58.1M
Beacon Investment Advisory Services, Inc. 2.50% Add +1.4% 750,580 $58.0M
Point72 Asset Management 0.17% No change 750,000 $58.0M
PrairieView Partners, LLC 6.63% Add +5.2% 747,661 $57.8M
WestEnd Advisors, LLC 1.49% New 744,962 $57.6M
Victory Capital Management Inc. 0.06% Add +57.4% 743,618 $57.5M
Intelligence Driven Advisers, LLC 8.40% Reduce -22.9% 735,007 $56.8M
Mutual of America Capital Management LLC 0.59% Reduce -26.6% 713,374 $55.2M
Stephens Inc. 0.83% Add +1.0% 693,165 $53.6M
TD Private Client Wealth LLC 1.73% Add +1.8% 681,349 $52.7M
Brandywine Oak Private Wealth LLC 5.42% Add +2.1% 671,084 $51.9M
Cetera Investment Advisers 0.12% Add +197.9% 661,589 $51.1M
DAVENPORT & Co LLC 0.31% Add +11.6% 650,265 $50.3M
First National Bank & Trust Co. of Newtown 10.08% Reduce -0.0% 642,912 $49.7M
Arkos Global Advisors 8.25% Add +0.9% 639,748 $49.5M
Rappaport Reiches Capital Management, LLC 15.33% Add +8.3% 633,107 $48.9M
Oakworth Capital, Inc. 3.66% Add +6.5% 628,168 $48.6M
Busey Bank 1.70% Reduce -2.5% 619,117 $47.9M
Modera Wealth Management, LLC 0.72% Add +5.7% 614,667 $47.5M
Rockbridge Investment Management, LCC 6.85% Add +8.7% 604,271 $46.7M
Lutz Financial Services LLC 4.07% Add +2.0% 602,707 $46.6M
Mariner, LLC 0.09% Add +3.3% 570,020 $44.1M
Stifel Financial Corp. 0.05% Add +2.3% 552,901 $42.7M
Albion Financial Group 3.24% Add +3.8% 543,298 $42.0M
BCK Partners, Inc. 22.35% Add +4.2% 540,169 $41.8M
HighTower Advisors, LLC 0.07% Reduce -3.0% 536,169 $41.5M
Bank of Nova Scotia 0.08% Add +1.0% 522,636 $40.4M
Capital Investment Services of America, Inc. 3.82% Add +7.0% 513,573 $39.7M
Zurich Insurance Group Ltd 0.36% No change 512,721 $39.6M
Creative Planning 0.04% Reduce -16.8% 504,826 $39.0M
Stonebridge Capital Advisors LLC 3.38% Add +46.7% 486,788 $37.6M
Members Trust Co 1.11% Reduce -22.7% 480,475 $37.1M
MML Investors Services, LLC 0.15% Add +6.1% 467,868 $36.2M
Kohmann Bosshard Financial Services, LLC 5.02% Add +13.8% 466,747 $36.1M
Cwm, LLC 0.17% Reduce -5.1% 464,963 $35.9M
Proffitt & Goodson Inc. 6.30% Add +19.1% 458,681 $35.5M
Jane Street Group, LLC 0.05% Add +184.5% 450,805 $34.9M
NewEdge Wealth, LLC 0.78% Reduce -5.2% 453,839 $34.8M
Essex LLC 7.92% Reduce -1.3% 445,035 $34.4M
Resonant Capital Advisors, LLC 2.91% Add +6.2% 440,550 $34.1M
Patriot Investment Management Group, Inc. 2.68% Reduce -2.4% 437,942 $33.9M
Eaton-Cambridge Inc. 18.01% Add +12.1% 437,626 $33.8M
Wealth Enhancement Advisory Services, LLC 0.09% Add +12.5% 432,615 $33.4M
Adaptive Financial Consulting, LLC 14.77% Add +34.2% 427,916 $33.1M
Sunburst Financial Group, LLC 9.36% Reduce -4.6% 430,139 $33.1M
Franklin Resources Inc. 0.01% Reduce -2.5% 424,826 $32.8M
InterOcean Capital Group, LLC 0.78% Add +23.9% 423,240 $32.7M
Northwest Bancshares, Inc. 5.16% Reduce -1.1% 423,110 $32.7M
Benjamin F. Edwards & Company, Inc. 0.59% Add +25.5% 422,214 $32.6M
Private Ocean, LLC 3.36% Reduce -47.6% 410,533 $31.7M
AAFMAA Wealth Management & Trust LLC 17.27% Add +13.2% 409,372 $31.6M
Howard Capital Management Group, LLC 2.43% Reduce -3.0% 407,349 $31.5M
Kestra Private Wealth Services, LLC 0.71% Add +13.0% 404,800 $31.3M
Rockefeller Capital Management L.P. 0.09% Add +239.3% 389,117 $30.1M
1834 Investment Advisors Co. 3.53% Add +3.1% 384,172 $29.7M
RMR Wealth Builders 3.55% Add +12.7% 380,174 $29.4M
Private Management Group Inc. 1.10% Reduce -13.8% 377,137 $29.2M
Allworth Financial LP 0.21% Reduce -2.1% 375,505 $29.0M
Efficient Advisors, LLC 1.85% Add +2.2% 372,966 $28.8M
American Financial Advisors, LLC 4.01% Add +1.0% 367,994 $28.4M
Neuberger Berman Group LLC 0.02% Reduce -0.4% 367,568 $28.4M
Bath Savings Trust Co 3.00% Reduce -4.4% 365,429 $28.3M
Waverly Advisors, LLC 0.65% Add +959.2% 357,553 $27.6M
Raymond James Trust N.A. 0.67% Add +6.0% 355,307 $27.5M
PNC Financial Services Group, Inc. 0.02% Add +11.5% 354,199 $27.4M
Principal Financial Group Inc. 0.02% Add +40.5% 346,505 $26.8M
Creative Financial Designs Inc. 2.52% Add +6.0% 344,969 $26.7M
B. Riley Wealth Advisors, Inc. 0.72% Add +54.4% 354,408 $26.6M
BNP Paribas Financial Markets 0.03% Reduce -87.2% 340,001 $26.3M
Comerica Bank 0.11% Add +7.7% 338,567 $26.2M
Quaker Wealth Management, LLC 10.65% Add +3.3% 338,454 $26.2M
American Money Management, LLC 5.40% Add +3.8% 335,087 $25.9M
Citadel Advisors 0.03% Add +1908.3% 334,128 $25.8M
State Farm Mutual Automobile Insurance Co. 0.02% No change 325,500 $25.2M
UG Investment Advisers Ltd. 8.37% No change 324,516 $25.1M
State of Wisconsin Investment Board 0.07% New 324,000 $25.0M
Towneley Capital Management, Inc / DE 6.12% Add +1.6% 321,809 $24.9M
Nisa Investment Advisors, LLC 0.16% Add +17.4% 319,325 $24.7M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -13.1% 316,682 $24.5M
Maryland Capital Advisors Inc. 15.00% Reduce -2.0% 312,613 $24.2M
Goodman Financial Corp 5.47% Add +6.1% 309,543 $23.9M
Old National Bancorp 0.57% Add +7.3% 308,976 $23.9M
Baird Financial Group, Inc. 0.05% Reduce -16.3% 307,538 $23.8M
Montis Financial, LLC 11.17% New 304,089 $23.5M
Fort Pitt Capital Group, LLC 0.72% Reduce -0.9% 302,649 $23.4M
Bray Capital Advisors 5.92% Add +0.6% 301,698 $23.3M
Mesirow Financial Investment Management, Inc. 0.53% Add +2.4% 300,678 $23.2M
Cable Hill Partners, LLC 2.85% No change 301,123 $23.2M
Pinnacle Financial Partners Inc 0.50% Add +11.0% 298,989 $23.1M
Mirae Asset Global Investments Co., Ltd. 0.05% Reduce -8.0% 296,350 $22.9M
Wescott Financial Advisory Group, LLC 2.83% Add +3.5% 293,987 $22.7M
White Lighthouse Investment Management Inc. 4.61% Add +0.6% 293,393 $22.7M
Exencial Wealth Advisors, LLC 0.85% Add +0.8% 293,335 $22.7M
Susquehanna International Group, LLP 0.03% Reduce -57.1% 287,756 $22.2M
Wellington Management Group LLP 0.00% New 286,671 $22.2M
Ziegler Capital Management, LLC 0.81% Add +0.5% 277,427 $21.4M
AllSquare Wealth Management LLC 12.54% Reduce -1.5% 276,848 $21.4M
Captrust Financial Advisors 0.08% Add +15.0% 274,862 $21.2M
Allen Investment Management, LLC 0.26% No change 269,890 $20.9M
EverSource Wealth Advisors, LLC 1.63% Reduce -13.3% 270,988 $20.7M
Condor Capital Management 2.02% Add +8.6% 266,789 $20.6M
ShankerValleau Wealth Advisors, Inc. 9.49% Add +6.5% 266,700 $20.6M
Graves Light Lenhart Wealth, Inc. 2.35% Reduce -2.3% 262,773 $20.3M
Bear Mountain Capital, Inc. 8.52% Reduce -1.2% 258,406 $19.8M
Wolff Financial Management LLC 5.74% Add +1.5% 254,497 $19.7M
Matrix Trust Co 4.43% Reduce -1.2% 253,223 $19.6M
North Star Investment Management Corp. 1.38% Add +34.4% 250,595 $19.4M
Beacon Financial Strategies CORP 13.89% Add +1.6% 249,352 $19.3M
Asset Management Group, Inc. 2.91% Add +0.3% 247,506 $19.1M
Employees' Retirement Fund of the City of Fort Worth 3.53% No change 245,564 $19.0M
Executive Wealth Management, LLC 1.65% Add +9.1% 244,758 $18.8M
Atwood & Palmer Inc. 1.42% Reduce -1.2% 241,840 $18.7M
Montag A & Associates Inc. 0.93% Reduce -11.9% 239,903 $18.5M
Johnson Bixby & Associates, LLC 3.21% Reduce -25.6% 238,852 $18.5M
Market Street Wealth Management Advisors LLC 3.23% Add +8.0% 237,781 $18.4M
Leonard Rickey Investment Advisors P.L.L.C. 4.72% Add +7.4% 236,273 $18.3M
Blue Edge Capital, LLC 3.04% Add +2.8% 235,310 $18.2M
Curbstone Financial Management Corp 3.93% Reduce -2.5% 235,004 $18.2M
Cypress Financial Planning LLC 8.26% Add +214.9% 233,417 $18.0M
WASHINGTON TRUST Co 0.65% Reduce -6.8% 228,226 $17.6M
Schroder Investment Management Group 0.02% Reduce -69.8% 226,649 $17.5M
Farmers & Merchants Investments Inc. 0.59% Reduce -0.1% 226,445 $17.5M
Orion Porfolio Solutions, LLC 0.19% Add +21.9% 226,109 $17.5M
Orion Portfolio Solutions, LLC 0.19% Add +21.9% 226,109 $17.5M
First National Trust Co 0.71% Add +11.5% 225,588 $17.4M
Dynamic Advisor Solutions LLC 0.58% Add +9.0% 223,677 $17.3M
Unison Advisors LLC 1.69% Add +8.9% 220,975 $17.1M
FIDELIS iM, LLC 8.52% Add +5.6% 219,384 $17.0M
Bromfield Sneider Wealth Advisors 10.42% Add +2.2% 218,172 $16.9M
Macquarie Group Ltd. 0.02% Add +26.7% 214,256 $16.6M
Kwmg, LLC 1.80% Add +3.2% 212,566 $16.4M
Rockwood Wealth Management, LLC 2.11% Add +17.1% 211,763 $16.4M
Bouchey Financial Group, Ltd. 1.57% Add +6.1% 206,317 $16.0M
Marion Wealth Management 4.67% Add +1.3% 202,318 $15.6M
Whelan Financial 7.10% Reduce -9.6% 201,101 $15.5M
Trustmark Bank Trust Department 1.26% Reduce -2.8% 200,492 $15.5M
Van Strum & Towne Inc. 5.56% Reduce -3.4% 196,945 $15.2M
Renaissance Technologies 0.02% Add +59.0% 195,041 $15.1M
Focus Partners Wealth 0.12% Reduce -35.0% 193,192 $14.9M
Larson Financial Group LLC 1.15% Reduce -4.4% 193,089 $14.9M
Balyasny Asset Management L.P. 0.04% Reduce -1.8% 192,337 $14.9M
Rezny Wealth Management, Inc. 5.28% Reduce -5.5% 192,025 $14.8M
Coyle Financial Counsel LLC 5.27% Add +2.7% 190,443 $14.7M
NewEdge Advisors, LLC 0.13% Add +180.2% 190,174 $14.7M
United Services Automobile Association 0.36% Reduce -24.9% 188,871 $14.6M
Fifth Third Securities, Inc. 1.39% Add +0.7% 185,179 $14.3M
MassMutual Private Wealth & Trust, FSB 0.44% Add +1.6% 181,191 $14.0M
Grey Fox Wealth Advisors, LLC 5.20% Add +11.6% 178,924 $13.8M
Ami Investment Management Inc. 5.00% Add +7.1% 178,102 $13.8M
Citigroup Inc. 0.01% Reduce -22.4% 176,893 $13.7M
TL Private Wealth 6.63% Add +4.7% 174,368 $13.4M
Sowell Financial Services LLC 0.63% Reduce -37.9% 172,646 $13.3M
RFG Advisory, LLC 0.44% Add +2.7% 168,970 $13.1M
Capital Group Private Client Services, Inc. 0.13% Reduce 0.0% 168,148 $13.0M
Paulson Wealth Management Inc. 3.82% Add +6.7% 167,880 $13.0M
Alliancebernstein L.P. 0.00% Add +0.6% 166,197 $12.8M
Parallel Advisors, LLC 0.35% Reduce -0.8% 165,374 $12.8M
Gould Asset Management LLC 3.08% Add +1.1% 164,955 $12.8M
Pittenger & Anderson Inc. 0.51% Add +21.0% 163,894 $12.7M
Atria Investments, Inc 0.17% Reduce -27.6% 163,350 $12.6M
Osborne Partners Capital Management, LLC 0.77% Reduce -10.0% 161,031 $12.4M
Rakuten Investment Management, Inc. 0.09% Reduce -22.6% 160,659 $12.4M
Financial Strategies Group, Inc. 3.32% Add +4.3% 160,600 $12.4M
Wealthspire Retirement, LLC 1.06% Reduce -3.3% 159,447 $12.3M
Connecticut Wealth Management, LLC 0.65% Reduce -7.8% 157,032 $12.1M
Cordant, Inc. 7.01% Add +2.7% 156,457 $12.1M
United Capital Financial Advisors, LLC 0.10% Reduce -3.0% 155,311 $12.0M
Atlantic Edge Private Wealth Management, LLC 4.13% Reduce -0.2% 155,190 $12.0M
Tandem Wealth Advisors LLC 6.59% Add +2.0% 155,299 $12.0M
Annapolis Financial Services, LLC 3.95% Reduce -11.8% 155,034 $12.0M
Ruggaard & Associates LLC 5.64% Add +2.9% 153,509 $11.9M
Lowe Wealth Advisors, LLC 5.51% Reduce -0.3% 153,086 $11.8M
Goldstone Financial Group, LLC 2.69% Add +4.1% 151,734 $11.7M
Stordahl Capital Management, Inc. 2.92% Add +4.5% 150,904 $11.7M
Fairview Capital Investment Management, LLC 0.66% Add +17.9% 150,737 $11.7M
Twele Capital Management, Inc. 2.63% Add +1.7% 150,285 $11.6M
Patten & Patten Inc. 0.82% New 148,789 $11.5M
OneAscent Financial Services LLC 1.25% Add +71.7% 145,742 $11.3M
Principal Securities, Inc. 0.35% Reduce -2.5% 143,474 $11.1M
Sage Financial Management Group, Inc. 5.24% New 143,185 $11.1M
Whitegate Investment Counselors, Inc. 3.09% Add +3.6% 142,103 $11.0M
Urban Financial Advisory Corp 6.74% Add +3.3% 142,100 $11.0M
Level Financial Advisors 4.98% Add +14.3% 141,975 $11.0M
Howe & Rusling Inc. 1.04% Add +4.3% 140,127 $10.8M
Hiley Hunt Wealth Management 7.07% Add +15.6% 139,607 $10.8M
Staley Capital Advisers Inc. 0.49% Reduce -3.2% 136,290 $10.5M
Asio Capital, LLC 2.21% Add +49.9% 134,502 $10.4M
Cherry Tree Wealth Management, LLC 2.60% Add +0.3% 133,562 $10.3M
WBH Advisory Inc. 1.05% Add +11.7% 131,679 $10.2M
Pioneer Wealth Management Group 5.80% Add +4.9% 131,154 $10.1M
Private Advisor Group, LLC 0.07% Reduce -29.0% 129,295 $10.0M
Gradient Capital Advisors, LLC 3.65% Add +35.5% 128,585 $9.9M
Montecito Bank & Trust 1.99% Reduce -10.7% 128,334 $9.9M
Firestone Capital Management 2.75% Add +5.1% 127,651 $9.9M
Chesapeake Wealth Management 3.54% Add +3.6% 125,646 $9.7M
Millennium Management 0.01% Reduce -72.5% 124,475 $9.6M
WESCAP Management Group, Inc. 2.75% Add +99.2% 122,730 $9.5M
Checchi Capital Advisers, LLC 0.74% Add +2.6% 122,172 $9.4M
Financial & Tax Architects, LLC 2.59% Add +3.5% 121,870 $9.4M
SouthState Bank Corp 0.73% Reduce -4.3% 121,811 $9.4M
Studio Investment Management LLC 2.22% Add +0.1% 121,258 $9.4M
Providence First Trust Co 4.05% Reduce -5.9% 120,787 $9.3M
Thrivent Financial for Lutherans 0.02% Reduce -30.8% 119,302 $9.2M
Pointe Capital Management LLC 5.63% Add +1.3% 119,118 $9.2M
Oikos Holdings LLC 2.35% No change 119,095 $9.2M
Anchor Capital Advisors LLC 0.24% Add +0.5% 118,776 $9.2M
Vise Technologies, Inc. 1.80% Add +5.4% 118,186 $9.1M
Vista Investment Management 3.71% Add +15.3% 117,933 $9.1M
McMorgan & Co. LLC 1.52% Reduce -50.4% 114,796 $8.9M
Parkside Advisors LLC 2.28% Add +1.9% 114,676 $8.9M
Connable Office Inc. 1.00% Reduce -80.2% 114,354 $8.8M
Phillips Financial Management, LLC 0.72% Add +3.7% 113,305 $8.8M
Capstone Capital LLC 7.56% Add +3.4% 113,194 $8.8M
Envestnet Portfolio Solutions, Inc. 0.03% Add +40.0% 112,210 $8.7M
Valmark Advisers, Inc. 0.15% Add +0.9% 111,931 $8.7M
Mountain Pacific Investment Advisers LLC 0.48% Reduce -2.7% 111,188 $8.6M
Rodgers & Associates, LTD 1.10% Add +34.5% 110,810 $8.6M
Oppenheimer & Co. Inc. 0.14% Reduce -0.0% 110,549 $8.5M
Sigma Planning Corp 0.27% Add +234.5% 109,195 $8.4M
Grove Bank & Trust 1.42% Add +39.5% 109,126 $8.4M
NBT Bank, N.A. 0.62% Add +1.0% 108,996 $8.4M
Magnus Financial Group LLC 1.00% Add +5.3% 108,546 $8.4M
Boston Family Office LLC 0.60% Reduce -1.8% 107,749 $8.3M
Country Club Bank 0.58% Reduce -22.5% 107,160 $8.3M
Obermeyer Wealth Partners 0.49% Reduce -2.7% 107,119 $8.3M
Quattro Financial Advisors LLC 2.35% Add +138781.8% 106,939 $8.3M
US Financial Advisors, LLC 2.86% Add +3.1% 106,914 $8.3M
Black Diamond Financial, LLC 2.19% No change 104,883 $8.1M
Atria Wealth Solutions, Inc. 0.09% Reduce -2.1% 104,438 $8.1M
Beese Fulmer Investment Management, Inc. 0.76% Add +1.9% 104,399 $8.1M
First Horizon Advisors, Inc. 0.25% Add +5.7% 104,216 $8.1M
Keebeck Wealth Management 1.18% No change 103,785 $8.0M
Sigma Investment Counselors Inc. 0.52% Reduce -11.0% 103,771 $8.0M
Rossmore Private Capital 1.05% Reduce -3.0% 103,259 $8.0M
Crabel Capital Management, LLC 6.92% Reduce -9.9% 102,932 $8.0M
Arrow Financial Corp 0.79% Reduce -10.9% 102,886 $8.0M
Cliffwater LLC 2.12% Add +0.3% 102,264 $7.9M
Shufro Rose & Co. LLC 0.65% Add +0.7% 101,326 $7.8M
BCS Wealth Management 2.50% Add +4.4% 100,851 $7.8M
Flputnam Investment Management Co. 0.16% Reduce -5.2% 99,611 $7.7M
Squarepoint Ops LLC 0.03% Add +132.3% 98,341 $7.6M
Whittier Trust Co. 0.11% Reduce -22.8% 98,248 $7.6M
Roundview Capital LLC 0.61% Reduce -28.5% 96,751 $7.5M
National Bank of Canada 0.01% Reduce -85.7% 97,289 $7.5M
Middleton & Co. Inc. 0.86% Reduce -20.1% 96,088 $7.4M
Avantax Advisory Services, Inc. 0.07% Reduce -8.9% 95,958 $7.4M
Aspen Wealth Management LLC 2.85% Add +4.6% 95,628 $7.4M
Old Mission Capital LLC 0.18% Add +377.4% 95,125 $7.4M
Milestone Investment Advisors LLC 1.97% Reduce -0.2% 94,464 $7.3M
Stone Summit Wealth LLC 2.53% Add +37.6% 94,151 $7.3M
Robinson Value Management, Ltd. 4.87% Add +32.0% 93,928 $7.3M
Horizon Investment Services, LLC 3.55% Add +6.0% 93,797 $7.3M
Everett Harris & Co. 0.10% Reduce -5.3% 92,990 $7.2M
Rwa Wealth Partners, LLC 0.10% Reduce -5.5% 92,659 $7.2M
Advisory Alpha, LLC 0.29% Reduce -88.4% 92,554 $7.2M
Evergreen Capital Management LLC 0.27% Reduce -1.9% 92,454 $7.1M
Courier Capital LLC 0.51% Reduce -2.5% 91,884 $7.1M
Perigon Wealth Management, LLC 0.22% Add +14.8% 91,841 $7.1M
Galvin, Gaustad & Stein, LLC 0.66% Reduce -12.0% 91,631 $7.1M
NorthCoast Asset Management LLC 0.09% Reduce -0.1% 89,998 $7.0M
Disciplined Investments, LLC 3.77% Add +3.5% 89,342 $6.9M
Sandy Spring Bank 0.31% Reduce -7.9% 88,642 $6.9M
Leavell Investment Management, Inc. 0.40% Reduce -2.1% 88,525 $6.8M
Garden State Investment Advisory Services LLC 2.46% Add +1.8% 86,903 $6.7M
Forbes Financial Planning, Inc. 5.76% Add +5.4% 86,558 $6.7M
Planning Directions Inc. 4.64% Reduce -22.5% 86,305 $6.7M
OneDigital Investment Advisors LLC 0.10% Add +14.2% 85,643 $6.6M
D.A. Davidson & Co. 0.06% Add +3.2% 85,128 $6.6M
Catalyst Capital Advisors LLC 0.16% Reduce -19.1% 84,723 $6.5M
TAGStone Capital, Inc. 3.82% Add +22.9% 84,393 $6.5M
Peddock Capital Advisors, LLC 1.68% Add +0.8% 83,118 $6.4M
Agf Management Ltd. 0.04% Reduce -4.1% 82,695 $6.4M
Mustard Seed Financial, LLC 6.38% Reduce -0.6% 82,693 $6.4M
Powers Advisory Group, LLC 3.63% Add +4.9% 82,134 $6.3M
Family Manage LLC 1.17% Reduce -7.5% 81,775 $6.3M
Investments & Financial Planning, LLC 4.32% Add +1.5% 81,538 $6.3M
Soundmark Wealth Management, LLC 2.77% Add +0.6% 80,792 $6.2M
Oakwell Private Wealth Management, LLC 1.90% Add +21.5% 80,768 $6.2M
Mma Asset Management LLC 2.91% Add +6.9% 80,595 $6.2M
Benjamin Edwards Inc. 1.23% Add +32.4% 80,040 $6.2M
Marshall Wace, LLP 0.01% New 79,900 $6.2M
Koshinski Asset Management, Inc. 0.63% Add +33.3% 79,831 $6.2M
Assetmark, Inc. 0.02% Reduce -74.6% 79,702 $6.2M
Sumitomo Mitsui Financial Group, Inc. 0.19% Add +0.0% 79,104 $6.1M
IMZ Advisory Inc 3.13% Reduce -0.8% 78,589 $6.1M
Perennial Advisors, LLC 1.41% Add +3.5% 78,422 $6.1M
Headinvest, LLC 1.17% Reduce -3.2% 77,311 $6.0M
Anchor Investment Management, LLC 0.63% Reduce -3.1% 77,164 $6.0M
Zacks Investment Management 0.06% Add +16.3% 77,056 $6.0M
Curtis Advisory Group, LLC 2.30% Add +11.3% 76,923 $5.9M
Edgestream Partners, L.P. 0.30% Add +44.2% 76,810 $5.9M
Bryn Mawr Trust Advisors, LLC 0.34% Add +3.0% 76,535 $5.9M
DecisionPoint Financial, LLC 2.33% Add +32.9% 76,480 $5.9M
Integrated Advisors Network LLC 0.30% Reduce -15.7% 75,532 $5.8M
Faithward Advisors, LLC 1.05% New 74,643 $5.8M
LaFleur & Godfrey LLC 0.85% Reduce -40.4% 74,116 $5.7M
Stephen J. Garry & Associates, LLC 5.92% Reduce -0.9% 74,062 $5.7M
Hurlow Wealth Management Group, Inc. 2.02% Add +6.9% 73,986 $5.7M
Florin Court Capital LLP 4.93% Add +68.0% 73,904 $5.7M
Harbour Trust & Investment Management Co 0.72% Reduce -2.3% 73,817 $5.7M
Ancora Advisors LLC 0.13% Reduce -20.8% 72,885 $5.6M
Seaside Wealth Management, Inc. 2.38% Add +2.7% 72,260 $5.6M
Telos Capital Management, Inc. 0.62% Add +3.5% 71,622 $5.5M
Sharper & Granite LLC 2.67% Add +3.9% 71,971 $5.5M
Tortoise Investment Management, LLC 0.67% Add +3.4% 71,610 $5.5M
Phoenix Financial Ltd. 0.08% Add +62.3% 71,127 $5.5M
Axxcess Wealth Management, LLC 0.15% Add +16.7% 70,681 $5.5M
Financial Planning & Information Services, Inc. 0.81% Reduce -1.0% 69,958 $5.4M
Meitav Investment House Ltd. 0.11% Add +1.8% 69,451 $5.4M
Equita Financial Network, Inc. 2.39% Reduce -22.6% 68,851 $5.3M
Ameritas Investment Partners, Inc. 0.18% Reduce -5.0% 68,729 $5.3M
Buckingham Capital Management, Inc. 0.65% Reduce -45.3% 68,456 $5.3M
Novare Capital Management LLC 0.48% Add +0.1% 68,170 $5.3M
GDS Wealth Management 0.62% Reduce -30.4% 68,043 $5.3M
Arcataur Capital Management LLC 1.89% Reduce -0.5% 67,954 $5.3M
Clifford Swan Investment Counsel LLC 0.19% Reduce -3.6% 67,337 $5.2M
Bar Harbor Wealth Management 0.35% Reduce -5.7% 67,143 $5.2M
Freedom Investment Management, Inc. 0.42% Add +168.9% 67,026 $5.2M
Blue Trust, Inc. 0.07% Add +2.0% 65,867 $5.1M
Certified Advisory Corp 0.71% Add +10.3% 65,614 $5.1M
AA Financial Advisors, LLC 2.02% Reduce -5.6% 64,789 $5.0M
Abbrea Capital, LLC 0.66% Add +2.3% 64,592 $5.0M
Invesco Ltd. 0.00% Reduce -1.5% 63,907 $4.9M
Glenview Trust Co 0.11% Add +10.0% 63,505 $4.9M
Fca Corp. 1.59% Add +6.6% 63,431 $4.9M
Thomasville National Bank 0.40% Reduce -4.1% 63,016 $4.9M
Transamerica Financial Advisors, LLC 0.49% Add +0.3% 62,529 $4.8M
Fiduciary Group, LLC 0.53% Reduce -0.9% 62,339 $4.8M
Virtue Capital Management, LLC 0.86% Add +0.0% 62,585 $4.8M
Cedar Point Capital Partners, LLC 3.60% Add +3.4% 61,329 $4.7M
Advisory Services Network, LLC 0.10% Add +7.7% 60,660 $4.7M
Forvis Mazars Wealth Advisors, LLC 0.12% Reduce -54.8% 60,601 $4.7M
Arbor Trust Wealth Advisors, LLC 2.56% Add +4.8% 60,934 $4.7M
Grand Wealth Management, LLC 2.22% Add +16.8% 60,158 $4.7M
Cardiff Park Advisors, LLC 0.43% Add +50.5% 58,843 $4.5M
Kure Advisory, LLC 3.87% Add +3.3% 58,671 $4.5M
Sheets Smith Wealth Management 0.51% Reduce -13.6% 58,456 $4.5M
Penserra Capital Management LLC 0.06% Add +60734.4% 58,401 $4.5M
Juncture Wealth Strategies, LLC 1.94% Add +0.0% 58,229 $4.5M
Bull Street Advisors, LLC 2.14% Reduce -1.1% 57,806 $4.5M
Wunderlich Capital Managemnt 2.01% Reduce -6.4% 57,543 $4.4M
Farther Finance Advisors, LLC 0.27% Reduce -9.3% 57,743 $4.4M
Synovus Financial Corp. 0.06% Add +16.4% 57,251 $4.4M
Apella Capital, LLC 0.22% Reduce -42.7% 57,508 $4.4M
Parsons Capital Management Inc. 0.30% Reduce -6.9% 55,961 $4.3M
ETF Store, Inc. 2.47% New 55,885 $4.3M
Pure Financial Advisors, LLC 0.13% Reduce -2.2% 55,617 $4.3M
W.H. Cornerstone Investments Inc. 3.09% Add +45.1% 55,386 $4.3M
Spire Wealth Management 0.08% Reduce -4.4% 55,062 $4.3M
Composition Wealth, LLC 0.11% No change 54,956 $4.2M
McDonough Capital Management, Inc 3.35% Reduce -4.1% 54,912 $4.2M
Windward Private Wealth Management Inc. 1.73% Reduce -16.8% 54,710 $4.2M
Deutsche Bank AG 0.00% Reduce -0.4% 54,466 $4.2M
Alesco Advisors, LLC, An ESL Co 0.14% Reduce -3.5% 54,291 $4.2M
LFA - Lugano Financial Advisors SA 3.01% Reduce -0.8% 53,564 $4.1M
Presilium Private Wealth, LLC 1.10% Reduce -1.0% 53,486 $4.1M
Resona Asset Management Co.,Ltd. 0.02% — 53,373 $4.1M
Cahill Financial Advisors Inc. 0.56% Reduce -2.3% 53,204 $4.1M
Fiducient Advisors LLC 0.81% Reduce -0.0% 52,978 $4.1M
Beacon Harbor Wealth Advisors, Inc. 1.08% New 52,612 $4.1M
Laidlaw Wealth Management LLC 2.25% Add +2.3% 52,250 $4.0M
Capasso Planning Partners LLC 1.67% Reduce -1.4% 52,020 $4.0M
JNBA Financial Advisors 0.42% Reduce -1.9% 51,888 $4.0M
Roberts Wealth Advisors, LLC 1.50% Reduce -6.8% 52,409 $4.0M
Cumberland Partners Ltd 0.29% Add +30.0% 51,800 $4.0M
Linscomb Wealth, Inc. 0.20% Reduce -0.3% 51,512 $4.0M
Peapack Gladstone Financial Corp. 0.06% Reduce -29.1% 51,444 $4.0M
James Investment Research, Inc. 0.47% Add +6.3% 51,397 $4.0M
Addison Capital Co 1.97% Add +128.5% 51,311 $4.0M
Chesapeake Capital Corp. 2.95% Reduce -30.8% 51,263 $4.0M
Luminvest Wealth Management LLC 2.49% Add +21.9% 50,634 $4.0M
Trellis Wealth Advisors LLC 2.22% Reduce -2.5% 50,810 $3.9M
Gray Wealth Management Inc. 1.75% Add +1.2% 50,671 $3.9M
Bedel Financial Consulting, Inc. 0.61% Reduce -2.0% 50,590 $3.9M
Global Retirement Partners, LLC 0.15% Add +3.5% 50,362 $3.9M
Easterly Investment Partners LLC 0.30% Reduce -58.2% 50,244 $3.9M
D.B. Root & Company, LLC 1.29% Add +4.2% 49,510 $3.8M
Rooted Wealth Advisors, Inc. 1.88% Add +2.5% 49,729 $3.8M
Soltis Investment Advisors LLC 0.43% Add +0.1% 49,263 $3.8M
Deroy & Devereaux Private Investment Counsel Inc. 0.23% Add +11.0% 48,920 $3.8M
Kestra Advisory Services, LLC 0.03% Reduce -19.7% 48,908 $3.8M
Litman Gregory Wealth Management LLC 0.34% Reduce -34.5% 48,778 $3.8M
Robertson Stephens Wealth Management, LLC 0.21% Add +9.4% 48,382 $3.7M
Daiwa Securities Group Inc. 0.02% Add +1.5% 48,230 $3.7M
GeoWealth Management, LLC 0.14% Add +64.1% 48,168 $3.7M
Hartline Investment Corp./ 0.65% New 47,862 $3.7M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.65% Reduce -2.3% 47,862 $3.7M
US Bancorp \de 0.01% Reduce -45.3% 47,624 $3.7M
DDD Partners, LLC 0.45% Add +3.0% 47,385 $3.7M
Hobart Private Capital, LLC 1.10% Add +46.2% 46,546 $3.6M
Websterrogers Financial Advisors, LLC 1.27% New 46,347 $3.6M
Fagan Associates, Inc. 0.65% Add +1.7% 44,988 $3.5M
Massachusetts Wealth Management 2.45% Add +4.8% 44,907 $3.5M
Clearwater Capital Advisors, LLC 0.37% Reduce -3.4% 44,843 $3.5M
Diversified Portfolios, Inc. 0.49% Add +4.5% 44,661 $3.5M
Alta Wealth Advisors LLC 1.75% No change 44,475 $3.4M
MIdWestOne Financial Group, Inc. 0.61% Add +7.8% 44,134 $3.4M
Bowie Capital Management, LLC 0.28% Reduce -6.4% 44,000 $3.4M
Westover Capital Advisors, LLC 0.99% Reduce -3.3% 43,940 $3.4M
Morton Brown Family Wealth, LLC 1.40% Add +13.0% 43,925 $3.4M
Asset Allocation & Management Company, LLC 2.21% No change 43,700 $3.4M
Alpha Cubed Investments, LLC 0.18% Reduce -36.5% 43,568 $3.4M
Lauer Wealth, LLC 2.90% Add +7.0% 43,572 $3.3M
Verdence Capital Advisors LLC 0.30% Reduce -21.2% 43,132 $3.3M
EP Wealth Advisors, LLC 0.04% Reduce -58.5% 42,987 $3.3M
Petix & Botte Co 0.82% New 42,861 $3.3M
WMS Partners, LLC 0.23% Reduce -13.5% 42,794 $3.3M
Wealthcare Advisory Partners LLC 0.11% Add +3.0% 42,757 $3.3M
Vicus Capital 0.30% Add +103.8% 42,662 $3.3M
Transcendent Capital Group LLC 1.91% Reduce -11.2% 42,587 $3.3M
Rosenberg Matthew Hamilton 0.95% Reduce -0.1% 42,694 $3.3M
Eukles Asset Management 1.43% Add +1.8% 42,424 $3.3M
Leuthold Group, LLC 0.37% Add +53.1% 42,291 $3.3M
Topel & Distasi Wealth Management, LLC 1.44% Add +2.6% 42,158 $3.3M
Equity Investment Corp. 0.08% Reduce -0.6% 41,907 $3.2M
NavPoint Financial, Inc. 2.80% Add +6.7% 41,747 $3.2M
Compass Financial Group, Inc. 1.72% Add +0.9% 41,708 $3.2M
HTLF Bank 0.37% Reduce -62.0% 41,622 $3.2M
Valley Financial Group, Inc. 2.43% Add +1.0% 41,332 $3.2M
Raffa Wealth Management, LLC 0.95% Add +0.7% 41,230 $3.2M
Steward Partners Investment Advisory, LLC 0.04% Reduce -13.2% 41,217 $3.2M
Sykon Capital LLC 1.15% Reduce -11.3% 41,157 $3.2M
Cascade Wealth Advisors, Inc 2.70% — 41,495 $3.2M
PFG Investments, LLC 0.19% Add +54.0% 41,089 $3.2M
Equitable Holdings, Inc. 0.04% Reduce -1.4% 41,085 $3.2M
Forza Wealth Management, LLC 1.63% Reduce -1.0% 40,653 $3.1M
AE Wealth Management LLC 0.04% Reduce -47.6% 40,567 $3.1M
Walkner Condon Financial Advisors LLC 0.66% Add +5.0% 40,519 $3.1M
Scotia Capital Inc. 0.02% Reduce -5.6% 40,241 $3.1M
HM Payson & Co. 0.06% No change 40,000 $3.1M
Consilio Wealth Advisors, LLC 1.42% Reduce -50.4% 39,214 $3.0M
Glass Jacobson Investment Advisors llc 1.13% Add +2.4% 39,020 $3.0M
Fiduciary Trust Co 0.05% Add +0.4% 38,957 $3.0M
Narus Financial Partners, LLC 1.28% Reduce -4.2% 38,936 $3.0M
Rain Capital Management, LLC 2.02% Reduce -9.1% 38,910 $3.0M
Barclays PLC 0.00% Reduce -0.1% 38,860 $3.0M
Ameritas Advisory Services, LLC 0.12% Add +4.0% 38,896 $3.0M
SeaBridge Investment Advisors LLC 0.79% Add +0.6% 38,624 $3.0M
Gladstone Institutional Advisory LLC 0.16% Add +13.7% 38,255 $3.0M
Redmont Wealth Advisors LLC 4.11% Add +3.5% 38,183 $3.0M
Snowden Capital Advisors LLC 0.09% Add +28.1% 37,905 $2.9M
Warwick Investment Management, Inc. 0.70% Add +23.3% 37,809 $2.9M
Modus Advisors, LLC 1.08% Reduce -11.9% 37,781 $2.9M
Flagship Harbor Advisors, LLC 0.19% Reduce -18.2% 37,576 $2.9M
Culbertson A N & Co. Inc. 0.50% Add +26.3% 37,454 $2.9M
Transatlantique Private Wealth LLC 1.26% Add +27.9% 37,414 $2.9M
Betterment LLC 0.01% Add +4.3% 37,312 $2.9M
Round Rock Advisors LLC 0.68% Reduce -12.9% 36,903 $2.9M
Vantage Financial Partners, LLC 0.77% Reduce -1.4% 36,862 $2.8M
Future Financial Wealth Managment LLC 2.19% Reduce -0.6% 36,805 $2.8M
Florida Trust Wealth Management Co 0.10% Reduce -2.1% 36,634 $2.8M
Marietta Wealth Management, LLC 0.46% Add +7.3% 36,415 $2.8M
Capital Asset Advisory Services LLC 0.16% Reduce -6.8% 36,569 $2.8M
TriaGen Wealth Management LLC 1.16% Add +31.1% 36,253 $2.8M
Guardian Asset Advisors, LLC 2.32% Add +51.3% 36,243 $2.8M
Compass Ion Advisors, LLC 0.40% Add +0.1% 36,053 $2.8M
W1M Asset Management Ltd 0.21% Reduce -15.6% 36,047 $2.8M
Weik Capital Management 1.17% Add +0.8% 35,716 $2.8M
Northern Trust Corp. 0.00% Add +102.3% 35,073 $2.7M
Transcend Capital Advisors, LLC 0.22% Add +132.2% 35,019 $2.7M
Saranac Partners Ltd 1.65% Reduce -2.2% 34,945 $2.7M
CreativeOne Wealth, LLC 0.11% Reduce -16.7% 34,891 $2.7M
Patten Group, Inc. 0.66% Add +17.7% 34,697 $2.7M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.32% Add +9.1% 34,691 $2.7M
Cedar Wealth Management, LLC 0.88% Add +0.7% 34,564 $2.7M
Mgo One Seven LLC 0.14% Reduce -0.3% 34,235 $2.6M
Eagle Global Advisors LLC 0.15% Reduce -1.6% 34,173 $2.6M
Sprott Inc. 0.19% Reduce -7.2% 33,700 $2.6M
Arete Wealth Advisors, LLC 0.24% Reduce -7.6% 33,624 $2.6M
Farrell Financial LLC 2.12% Add +9.2% 33,453 $2.6M
Choreo, LLC 0.07% Reduce -64.9% 32,986 $2.6M
World Investment Advisors 0.36% Reduce -13.8% 32,752 $2.5M
First American Trust, FSB 0.26% Reduce -28.6% 32,549 $2.5M
Pension & Wealth Management Advisors, Inc. 1.65% Reduce -20.0% 32,407 $2.5M
Roberts Glore & Co. Inc. 0.75% Reduce -6.4% 32,190 $2.5M
Boston Financial Mangement LLC 0.08% Reduce -4.3% 31,997 $2.5M
Chicago Partners Investment Group LLC 0.10% Add +0.4% 32,164 $2.5M
BIP Wealth, LLC 0.18% Reduce -30.2% 31,547 $2.4M
Childress Capital Advisors, LLC 0.71% New 31,493 $2.4M
MAS Advisors LLC 2.80% No change 31,391 $2.4M
Advisory Research Inc. 0.48% Reduce -6.2% 31,179 $2.4M
Forum Private Client Group LLC 1.16% Add +6.9% 30,956 $2.4M
Simon Quick Advisors, LLC 0.18% Reduce -17.8% 30,923 $2.4M
Eagle Bay Advisors LLC 1.51% Reduce -26.4% 30,905 $2.4M
Ellis Investment Partners, LLC 0.52% Add +37.6% 30,724 $2.4M
Agate Pass Investment Management, LLC 1.26% Reduce -5.0% 30,491 $2.4M
Chatham Capital Group, Inc. 0.43% Reduce -8.8% 30,398 $2.4M
Sightline Wealth Advisors, LLC 1.55% Add +10.1% 30,381 $2.3M
Virtus Family Office LLC 3.73% Add +0.9% 30,221 $2.3M
Benchmark Wealth Management, LLC 1.27% Add +0.4% 30,182 $2.3M
J. W. Coons Advisors, LLC 0.40% Add +2.1% 29,727 $2.3M
Aua Capital Management, LLC 1.31% Reduce -7.0% 29,507 $2.3M
Prospect Financial Services LLC 1.88% Add +145.8% 29,472 $2.3M
Chemistry Wealth Management LLC 0.61% Reduce -0.1% 29,441 $2.3M
Summit Financial, LLC 0.13% Reduce -26.2% 29,217 $2.3M
Martin Capital Advisors, LLP 1.76% No change 28,950 $2.2M
Continuum Advisory, LLC 0.33% Add +2.8% 28,836 $2.2M
Focus Partners Advisor Solutions, LLC 0.06% Reduce -21.1% 28,484 $2.2M
Independent Financial Group, LLC 0.10% Add +30.5% 28,275 $2.2M
Headlands Technologies LLC 0.52% New 28,201 $2.2M
Zhang Financial LLC 0.16% Add +26.8% 27,926 $2.2M
M&T Bank Corp 0.01% Add +1.8% 27,880 $2.2M
McKinley Carter Wealth Services, Inc. 0.14% Reduce -6.7% 27,694 $2.1M
Insight Inv LLC 1.83% Reduce -6.8% 27,317 $2.1M
Ramsay, Stattman, Vela & Price, Inc. 0.40% Reduce -15.1% 27,241 $2.1M
Madden Advisory Services, Inc. 1.08% Reduce -1.8% 26,511 $2.0M
Beacon Bridge Wealth Partners, LLC 0.97% Reduce -26.8% 26,505 $2.0M
HRT Financial LP 0.01% Add +677.6% 26,329 $2.0M
YHB Investment Advisors, Inc. 0.18% Add +0.6% 26,267 $2.0M
A. D. Beadell Investment Counsel, Inc. 1.77% Add +3.8% 26,179 $2.0M
IHT Wealth Management, LLC 0.08% Add +91.1% 26,067 $2.0M
Grayhawk Investment Strategies Inc. 1.76% No change 25,900 $2.0M
Lincoln National Corp. 0.03% Reduce -51.5% 25,887 $2.0M
Regions Financial Corp. 0.02% Reduce -0.0% 25,870 $2.0M
CW Advisors, LLC 0.03% Reduce -16.9% 25,674 $2.0M
Hilltop Holdings Inc. 0.22% Reduce -1.6% 25,640 $2.0M
Jmac Enterprises LLC 0.37% Reduce -0.8% 25,624 $2.0M
Hancock Whitney Corp. 0.07% Add +0.1% 25,617 $2.0M
Naples Global Advisors, LLC 0.20% Reduce -26.0% 25,522 $2.0M
Hunter Associates Investment Management LLC 0.33% Reduce -3.0% 25,512 $2.0M
Capital Investment Advisors, LLC 0.05% Add +13.0% 25,452 $2.0M
Greenline Partners, LLC 0.31% Reduce -11.1% 33,211 $2.0M
Mayflower Financial Advisors, LLC 0.33% Add +2.2% 87,164 $2.0M
Jacobi Capital Management LLC 0.18% Reduce -1.0% 25,285 $2.0M
Aries Wealth Management 0.62% Add +0.3% 25,006 $1.9M
Farmers & Merchants Trust Co of Chambersburg PA 0.78% Add +3109.7% 24,747 $1.9M
Birchcreek Wealth Management, LLC 1.00% Reduce -36.8% 24,652 $1.9M
Avidian Wealth Enterprises, LLC 0.10% Add +40.3% 24,474 $1.9M
Essex Financial Services, Inc. 0.17% Reduce -7.9% 24,309 $1.9M
Summit Wealth Partners, LLC 0.40% Add +4.8% 24,302 $1.9M
Gordian Advisors LLC 1.73% Reduce -1.3% 24,245 $1.9M
GenTrust, LLC 0.11% Reduce -7.8% 23,738 $1.8M
ProVise Management Group, LLC 0.16% Reduce -9.3% 23,736 $1.8M
Rathbones Group PLC 0.01% Reduce -8.5% 23,475 $1.8M
Savant Capital, LLC 0.02% Reduce -1.6% 23,214 $1.8M
Prime Capital Investment Advisors, LLC 0.03% Add +272.7% 23,178 $1.8M
Washington Trust Advisors, Inc. 0.16% Reduce -0.1% 23,076 $1.8M
Cresset Asset Management, LLC 0.01% Add +13.7% 22,968 $1.8M
Stockman Wealth Management, Inc. 0.31% No change 22,940 $1.8M
REDW Wealth LLC 0.48% Reduce -2.5% 22,934 $1.8M
CVA Family Office, LLC 0.32% Reduce -14.5% 22,905 $1.8M
Citizens Financial Group Inc. 0.06% Add +15.1% 22,538 $1.7M
Vectors Research Management, LLC 0.49% Reduce -2.8% 22,535 $1.7M
Duncker Streett & Co. Inc. 0.34% Reduce -1.1% 22,344 $1.7M
Titleist Asset Management, LLC 0.30% Reduce -52.9% 22,039 $1.7M
Argent Trust Co 0.08% Reduce -7.4% 22,019 $1.7M
Lido Advisors, LLC 0.02% Reduce -21.8% 21,914 $1.7M
J.W. Cole Advisors, Inc. 0.09% Reduce -12.2% 21,907 $1.7M
Sax Wealth Advisors, LLC 0.20% Reduce -28.4% 21,835 $1.7M
TrinityPoint Wealth, LLC 0.28% New 21,601 $1.7M
Pathstone Holdings, LLC 0.01% Add +70.1% 21,574 $1.7M
MBE Wealth Management, LLC 1.03% Add +0.2% 21,572 $1.7M
TruWealth Advisors, LLC 0.12% Add +4.8% 21,561 $1.7M
Capital Advisory Group Advisory Services, LLC 0.79% Reduce -0.8% 21,524 $1.7M
Northeast Financial Group, Inc. 0.73% Add +10.3% 21,406 $1.7M
Wedmont Private Capital 0.12% Reduce -53.8% 21,470 $1.7M
Christensen, King & Associates Investment Services, Inc. 0.82% Add +3.2% 21,248 $1.6M
Baskin Financial Services Inc. 0.14% Add +21.7% 21,165 $1.6M
Meredith Wealth Planning 0.91% Reduce -10.2% 21,152 $1.6M
Relative Value Partners Group, LLC 0.10% Reduce -0.5% 20,891 $1.6M
TD Waterhouse Canada Inc. 0.01% Add +59.7% 20,983 $1.6M
Horan Capital Advisors, LLC. 0.58% Reduce -8.2% 20,948 $1.6M
BHK Investment Advisors, LLC 0.62% Add +152.1% 20,717 $1.6M
Sterling Financial Planning, Inc. 0.65% Add +4.4% 20,682 $1.6M
Wealthspan Partners, LLC 0.94% Add +200.8% 20,569 $1.6M
Two Sigma Securities, LLC 0.08% Reduce -5.1% 20,538 $1.6M
Intergy Private Wealth, LLC 0.65% Reduce -39.6% 20,524 $1.6M
Plum Street Advisors, LLC 0.80% Reduce -9.1% 19,900 $1.6M
IFP Advisors, Inc 0.07% Reduce -6.6% 20,436 $1.6M
Verus Capital Partners, LLC 0.17% Reduce -23.8% 20,387 $1.6M
Boston Mountain Money Management Inc. 1.08% — 20,308 $1.6M
Berkeley Capital Partners, LLC 0.47% Add +2.1% 20,039 $1.5M
Axiom Advisory, LLC 1.14% Add +0.5% 20,016 $1.5M
Valley Wealth Managers, Inc. 0.12% Reduce -3.5% 19,992 $1.5M
Cambridge Advisors Inc. 0.36% Add +0.4% 19,824 $1.5M
Wulff, Hansen & Co. 1.53% Reduce -0.9% 19,770 $1.5M
Evolution Wealth Advisors, LLC 0.29% No change 19,668 $1.5M
Vontobel Holding Ltd. 0.01% Reduce -2.4% 19,666 $1.5M
Independence Asset Advisors, LLC 36.49% No change 19,657 $1.5M
Prospera Financial Services Inc 0.04% Reduce -25.6% 19,525 $1.5M
Levy Wealth Management Group, LLC 0.42% No change 19,458 $1.5M
Woodmont Investment Counsel LLC 0.13% Reduce -13.7% 19,375 $1.5M
Mutual Advisors, LLC 0.05% Add +8.0% 19,060 $1.5M
MMBG Investment Advisors Co. 0.16% No change 19,108 $1.5M
Independence Bank of Kentucky 0.44% Reduce -13.7% 18,931 $1.5M
Andina Capital Management, LLC 1.14% Add +5.6% 18,810 $1.5M
Ironwood Investment Counsel, LLC 0.25% Add +5.6% 18,779 $1.5M
Wells Trecaso Financial Group, LLC 0.51% Reduce -9.0% 18,570 $1.4M
One Day In July LLC 0.19% Reduce -28.4% 18,460 $1.4M
Kelman-Lazarov, Inc. 0.28% Add +2.0% 18,438 $1.4M
Mitchell Sinkler & Starr 0.36% Reduce -31.6% 18,425 $1.4M
Lowe Brockenbrough & Co. Inc. 0.10% Add +6.0% 18,375 $1.4M
Chilton Capital Management LLC 0.07% Reduce -1.1% 18,289 $1.4M
Washington Capital Management, Inc. 1.14% Reduce -0.7% 18,200 $1.4M
Oak Harvest Investment Services 0.23% Add +130.8% 18,117 $1.4M
Houlihan Financial Resource Group, Ltd. 0.61% Add +0.0% 17,688 $1.4M
Mission Wealth Management, LP 0.04% New 17,668 $1.4M
Brown, Lisle/Cummings, Inc. 0.46% Reduce -0.2% 17,666 $1.4M
Beaumont Financial Advisors, LLC 0.11% Reduce -3.8% 17,556 $1.4M
Wesbanco Bank Inc. 0.05% Reduce -1.3% 17,484 $1.4M
Novak & Powell Financial Services, Inc. 1.01% Add +0.7% 17,387 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +7.1% 17,365 $1.3M
Chandler Asset Management, Inc. 0.27% Add +5.4% 17,340 $1.3M
Twin Focus Capital Partners, LLC 0.25% No change 17,299 $1.3M
Cypress Capital, LLC 0.36% Reduce -9.0% 17,011 $1.3M
NorthCrest Asset Manangement, LLC 0.04% Add +8.6% 16,966 $1.3M
Strategic Blueprint, LLC 0.09% Reduce -9.0% 16,959 $1.3M
Graypoint LLC 0.09% Reduce -3.8% 16,910 $1.3M
Fortis Capital Management LLC 0.34% Reduce -1.1% 16,811 $1.3M
First Trust Advisors LP 0.00% Add +4.6% 16,637 $1.3M
Concurrent Investment Advisors, LLC 0.05% Add +34.7% 16,542 $1.3M
Kingsview Wealth Management, LLC 0.03% Reduce -13.1% 16,493 $1.3M
Mosaic Financial Group, LLC 1.01% — 16,301 $1.3M
Wedbush Securities Inc. 0.05% Add +7.3% 16,118 $1.2M
Tidal Investments LLC 0.02% Reduce -30.4% 15,929 $1.2M
Sovereign Financial Group, Inc. 0.33% Reduce -1.2% 15,846 $1.2M
First County Bank 0.60% Add +1.3% 15,820 $1.2M
Manchester Capital Management LLC 0.15% Reduce -8.7% 15,802 $1.2M
Avaii Wealth Management, LLC 0.72% Add +12.3% 15,790 $1.2M
Capital Insight Partners, LLC 0.23% Reduce -3.8% 15,785 $1.2M
Probity Advisors, Inc. 0.25% Reduce -9.9% 15,782 $1.2M
Aptus Capital Advisors, LLC 0.03% Add +35.5% 15,781 $1.2M
Insight Wealth Partners, LLC 0.79% Add +49.6% 15,721 $1.2M
Rehmann Capital Advisory Group 0.09% Reduce -5.1% 15,649 $1.2M
Carr Financial Group Corp 0.40% No change 15,645 $1.2M
Octavia Wealth Advisors, LLC 0.18% Reduce -9.6% 15,613 $1.2M
Investment Advisory Group, LLC 0.50% Reduce -1.4% 15,604 $1.2M
Ramiah Investment Group 1.13% Add +4.5% 15,542 $1.2M
Krilogy Financial LLC 0.09% Reduce -3.8% 15,512 $1.2M
Algorithmic Investment Models, LLC 0.88% Reduce -10.0% 15,457 $1.2M
Affinity Capital Advisors, LLC 0.27% Reduce -24.4% 15,422 $1.2M
HHM Wealth Advisors, LLC 0.20% Reduce -18.5% 15,358 $1.2M
Northwest Wealth Management, LLC 0.32% Reduce -70.2% 15,248 $1.2M
Jackson Hole Capital Partners, LLC 0.27% Reduce -8.6% 15,237 $1.2M
Peregrine Asset Advisers, Inc. 0.47% Reduce -2.9% 15,179 $1.2M
White Wing Wealth Management 0.97% Reduce -60.6% 15,252 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -1.8% 15,141 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -16.3% 15,098 $1.2M
Ashton Thomas Private Wealth, LLC 0.07% Add +117.7% 14,984 $1.2M
FWG Holdings, LLC 0.62% Add +2.8% 15,003 $1.2M
Source Financial Advisors LLC 0.35% Reduce -31.8% 14,823 $1.1M
Exchange Bank 0.94% Add +10.0% 14,804 $1.1M
Advisor OS, LLC 0.13% Reduce -17.4% 14,700 $1.1M
Hexagon Capital Partners LLC 0.25% Reduce -6.1% 14,674 $1.1M
Redhawk Wealth Advisors, Inc. 0.18% Reduce -21.9% 14,516 $1.1M
Centurion Wealth Management LLC 0.44% Reduce -8.1% 14,447 $1.1M
CGN Advisors LLC 0.14% Add +10.1% 14,430 $1.1M
Whittier Trust Co. of Nevada Inc. 0.03% Add +6.2% 14,404 $1.1M
Altus Wealth Group LLC 0.56% Reduce -23.3% 14,399 $1.1M
L. Roy Papp & Associates, LLP 0.13% No change 14,355 $1.1M
Sonata Capital Group Inc. 0.50% Reduce -6.0% 14,320 $1.1M
N.E.W. Advisory Services LLC 0.12% Reduce -2.9% 14,277 $1.1M
Coston, McIsaac & Partners 0.35% Add +7.3% 14,214 $1.1M
Clarity Capital Advisors, LLC 0.88% Reduce -6.3% 14,188 $1.1M
Mayport, LLC 0.42% Add +216.8% 14,073 $1.1M
First Interstate Bank 0.08% Reduce -10.6% 14,026 $1.1M
UMB Bank, n.a. 0.02% No change 14,000 $1.1M
National Philanthropic Trust 0.02% Reduce -30.4% 13,894 $1.1M
Friedenthal Financial 0.66% Add +1.9% 13,813 $1.1M
Platt Investment Counsel, LLC 1.02% New 13,797 $1.1M
American Trust 0.09% Reduce -60.4% 13,793 $1.1M
Bremer Bank National Association 0.20% Reduce -30.2% 13,674 $1.1M
VERITY Wealth Advisors 0.81% Add +0.1% 13,598 $1.1M
Bakala Capital LLC 9.00% Add +118.0% 13,533 $1.0M
Sovereign Investment Advisors, LLC 0.36% No change 13,532 $1.0M
Pallas Capital Advisors LLC 0.04% Reduce -95.9% 13,514 $1.0M
Bfsg, LLC 0.14% Add +1.3% 13,491 $1.0M
Pinnacle Bancorp, Inc. 0.31% Add +5.7% 13,478 $1.0M
Asset Planning Corporation 0.76% Reduce -3.0% 13,476 $1.0M
Stokes Capital Advisors, LLC 0.30% Reduce -3.2% 13,475 $1.0M
Red Cedar Investment Management, LLC 0.13% No change 13,399 $1.0M
Summit Global Investments 0.08% Reduce -2.6% 13,332 $1.0M
Cambria Investment Management, L.P. 0.06% Reduce -3.2% 13,340 $1.0M
Annis Gardner Whiting Capital Advisors, LLC 0.37% Reduce -73.7% 13,264 $1.0M
Westmount Partners, LLC 0.37% Reduce -2.7% 13,215 $1.0M
Scott Capital Advisors, LLC 0.31% Add +28.5% 13,167 $1.0M
Tradition Wealth Management, LLC 0.10% Add +0.5% 13,105 $1.0M
New England Private Wealth Advisors LLC 0.18% Add +5.9% 13,069 $1.0M
LifePlan Financial, LLC 0.92% Add +3.0% 13,036 $1.0M
Manhattan West Asset Management, LLC 0.24% Add +6.2% 13,034 $1.0M
Financial Counselors Inc. 0.02% Reduce -2.9% 13,001 $1.0M
Sage Capital Advisors,llc 0.29% Add +0.0% 12,946 $1.0M
Arcadia Investment Management Corp. 0.18% Reduce -36.7% 12,917 $999K
Kowal Investment Group, LLC 0.21% Add +31.2% 12,660 $979K
Cooper Financial Group 0.16% Reduce -20.3% 12,629 $976K
Townsquare Capital LLC 0.01% Add +55.7% 12,551 $970K
Apollon Wealth Management, LLC 0.03% Reduce -25.4% 12,518 $968K
Clearstead Advisors, LLC 0.05% Reduce -69.5% 12,519 $962K
Frank, Rimerman Advisors LLC 0.18% Reduce -3.5% 12,406 $959K
Braun-Bostich & Associates Inc. 0.80% Reduce -16.8% 12,365 $956K
Shayne & Jacobs, LLC 0.26% New 12,350 $955K
Integrated Investment Consultants, LLC 0.26% Reduce -7.6% 12,152 $939K
Lee Financial Group Hawaii, Inc. 0.73% Add +4.8% 12,127 $938K
Cassady Schiller Wealth Management, LLC 0.42% Reduce -7.2% 12,084 $934K
SkyOak Wealth, LLC 0.22% Add +1.4% 11,988 $927K
Power Wealth Management LLC 0.58% Reduce -1.8% 11,881 $919K
Gridiron Partners, LLC 0.58% No change 11,865 $917K
Good Life Advisors, LLC 0.08% Reduce -3.4% 11,802 $912K
Hilltop Partners LLC 0.33% Reduce -30.5% 11,799 $912K
Midwest Financial Group LLC 0.61% Reduce -0.8% 11,791 $912K
Shelter Mutual Insurance Co 0.23% No change 11,762 $909K
Signal Advisors Wealth, LLC 0.22% Add +9.1% 11,662 $902K
Kuhn & Co Investment Counsel 0.85% Add +4.4% 11,652 $901K
Wealth Effects LLC 0.33% Reduce -1.3% 11,581 $895K
Geneos Wealth Management Inc. 0.04% Reduce -3.9% 11,570 $894K
Cibc World Market Inc. 0.00% Add +1.1% 11,569 $894K
Nwam LLC 0.07% Add +0.0% 11,569 $891K
Acropolis Investment Management, LLC 0.06% No change 11,464 $886K
All Season Financial Advisors, Inc. 0.73% Add +10.6% 11,438 $884K
Ridgewood Investments LLC 0.46% Add +0.1% 11,274 $872K
Orcam Financial Group 0.95% Reduce -8.0% 11,265 $871K
Nations Financial Group Inc, /Ia/ 0.07% Reduce -6.6% 11,138 $861K
Petra Financial Advisors Inc. 0.63% No change 11,096 $858K
Centaurus Financial, Inc. 0.06% Add +9.7% 11,060 $855K
Accurate Wealth Management, LLC 0.25% Reduce -36.8% 11,180 $854K
Pettyjohn, Wood & White, Inc. 0.17% Add +0.3% 11,018 $852K
Cornerstone Advisory, LLC 0.12% Reduce -22.4% 10,993 $850K
HUB Investment Partners, LLC 0.05% Reduce -69.5% 10,948 $846K
Ade, LLC 0.57% Reduce -15.3% 10,947 $846K
Chapin Davis, Inc. 0.31% Add +0.6% 10,920 $844K
Level Four Advisory Services, LLC 0.05% No change 10,874 $841K
Winch Advisory Services, LLC 0.26% Reduce -1.8% 10,841 $838K
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 0.14% No change 10,650 $823K
Verum Partners LLC 0.29% Reduce -52.3% 10,619 $821K
Belpointe Asset Management LLC 0.06% Add +17.5% 10,585 $818K
Merit Financial Group, LLC 0.02% Add +1.6% 10,495 $807K
FDx Advisors, Inc. 0.12% Reduce -4.7% 10,442 $807K
IPG Investment Advisors LLC 0.18% No change 10,400 $804K
Cedar Brook Financial Partners, LLC 0.16% Reduce -1.6% 10,368 $802K
FAS Wealth Partners, Inc. 0.07% Add +0.7% 10,249 $792K
Charles Schwab Trust Co 0.07% Reduce -1.5% 10,175 $787K
Western Wealth Management, LLC 0.06% Reduce -36.8% 10,146 $784K
Q3 Asset Management 0.22% Add +94.6% 10,133 $782K
Berger Financial Group, Inc 0.06% Reduce -2.7% 10,064 $778K
Compass Financial Group, INC 0.18% Reduce -8.2% 10,000 $773K
Maripau Wealth Management LLC 0.58% Reduce -0.7% 9,970 $771K
Wealthfront Advisers LLC 0.00% Add +14.4% 9,934 $768K
Consolidated Portfolio Review Corp 0.20% Reduce -3.8% 9,890 $765K
McKinley Capital Management LLC 0.09% Add +0.3% 9,884 $764K
Loudon Investment Management, LLC 0.44% Reduce -22.5% 9,872 $763K
Guardian Wealth Advisors, LLC / NC 0.09% Add +13.1% 9,851 $762K
Migdal Insurance & Financial Holdings Ltd. 0.01% Add +97.7% 9,841 $761K
First Hawaiian Bank 0.02% No change 9,752 $754K
FMR LLC 0.00% Add +156.5% 9,707 $750K
Essential Planning, LLC. 0.37% No change 9,653 $747K
Prio Wealth Limited Partnership 0.02% Reduce -0.1% 9,648 $746K
HT Partners LLC 0.27% Add +8.8% 9,590 $741K
Cypress Wealth Services, LLC 0.17% Reduce -15.2% 9,584 $741K
Howard Wealth Management, LLC 0.60% Reduce -7.8% 9,494 $734K
Anson Capital, Inc. 1.05% Reduce -3.3% 9,424 $729K
Blair William & Co. 0.00% Add +4.4% 9,418 $728K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -10.7% 9,410 $727K
Regal Investment Advisors LLC 0.05% Reduce -30.3% 9,364 $724K
Brookstone Capital Management 0.01% Reduce -0.0% 9,321 $721K
Freestone Capital Holdings, LLC 0.03% Add +27.3% 9,299 $719K
Heritage Trust Co 0.10% No change 9,299 $719K
Caitlin John, LLC 0.54% Reduce -23.9% 9,276 $717K
Motiv8 Investments LLC 0.56% Add +39.1% 9,263 $716K
Moloney Securities Asset Management, LLC 0.11% Reduce -0.5% 9,253 $715K
Windsor Capital Management, LLC 0.22% Reduce -0.4% 9,223 $713K
Barrett & Company, Inc. 0.34% Reduce -4.1% 9,189 $710K
Harvest Volatility Management LLC 16.79% No change 9,183 $710K
Meridian Financial Advisors, LLC 0.53% Add +24.7% 9,181 $710K
Beacon Bank & Trust 0.18% Reduce -6.3% 9,151 $707K
PDS Planning, Inc 0.07% Reduce -4.4% 8,999 $696K
Columbus Macro, LLC 0.26% Add +2.6% 8,995 $695K
Cutler Investment Counsel LLC 0.09% Add +0.7% 8,968 $693K
Wallington Asset Management, LLC 0.11% Add +33.9% 8,915 $689K
Clear Point Advisors Inc. 0.56% Reduce -1.1% 8,863 $685K
FC Advisory LLC 0.25% Add +0.5% 8,842 $684K
Harbour Investments, Inc. 0.02% Add +16.6% 8,819 $682K
Baker Avenue Asset Management, LP 0.03% Reduce -43.5% 8,764 $678K
Norwood Financial Corp 0.98% No change 8,753 $677K
Legacy Edge Advisors, LLC 0.14% Reduce -20.9% 8,747 $676K
LifePro Asset Management 0.44% Reduce -36.1% 8,609 $666K
HSBC Holdings PLC 0.00% Add +111.3% 8,605 $665K
Bulltick Wealth Management, LLC 0.14% Add +14.0% 8,592 $664K
Charter Oak Capital Management, LLC 0.07% Add +81.7% 8,592 $664K
Wealthspire Advisors, LLC 0.01% Add +2.6% 8,582 $664K
MidAtlantic Capital Management, Inc. 0.58% Reduce -20.5% 8,541 $660K
One Charles Private Wealth Services, LLC 0.29% New 8,535 $660K
Fifth Third Bancorp 0.00% Add +10.0% 8,482 $656K
Strategic Wealth Partners, Ltd. 0.07% Add +2.1% 8,447 $653K
Berkshire Money Management, Inc. 0.08% New 8,310 $642K
CIBC Private Wealth Group LLC 0.00% Add +67.8% 8,341 $641K
Great Valley Advisor Group, Inc. 0.02% Reduce -1.0% 8,255 $638K
Rosenblum Silverman Sutton S F Inc. 0.18% Add +7.1% 8,200 $634K
Institute for Wealth Management, LLC. 0.08% Add +2.6% 8,196 $634K
Stelac Advisory Services LLC 0.29% Reduce -10.1% 8,111 $627K
Legacy PCG, LLC 0.39% Reduce -14.6% 8,110 $627K
Csenge Advisory Group 0.04% Add +0.7% 8,092 $626K
Greenspring Advisors, LLC 0.16% Add +1.9% 8,077 $624K
SignalPoint Asset Management, LLC 0.17% Reduce -11.8% 8,022 $620K
Lawson Kroeker Investment Management Inc. 0.12% No change 8,011 $619K
Mission Creek Capital Partners, Inc. 0.16% Add +0.2% 8,003 $619K
Winthrop Capital Management, LLC 0.28% Reduce -30.0% 7,913 $612K
Community Bank, N.A. 0.08% Reduce -5.0% 7,904 $611K
Baltimore-Washington Financial Advisors, Inc. 0.04% Reduce -16.6% 7,813 $604K
Stonebridge Financial Planning Group, LLC 0.32% Reduce -23.1% 7,747 $599K
Weaver Consulting Group 0.22% Add +5.2% 7,723 $597K
ArchPoint Investors 0.25% New 7,700 $595K
PFG Advisors 0.04% Add +2.0% 7,686 $594K
CAP Partners, LLC 0.52% Add +1.2% 7,662 $592K
SRH Advisors, LLC 0.19% Reduce -30.2% 7,583 $586K
Grandview Asset Management LLC 0.27% Add +0.3% 7,561 $585K
Cary Street Partners Asset Management LLC 0.09% Reduce -11.4% 7,561 $585K
Aspiriant, LLC 0.02% Reduce -5.8% 7,482 $578K
Family Wealth Partners, LLC 0.33% Reduce -24.6% 7,437 $575K
Compass Advisory Group LLC 0.25% Reduce -21.0% 7,432 $575K
Simplicity Wealth,LLC 0.01% New 7,351 $568K
Integrated Wealth Concepts LLC 0.01% Reduce -16.4% 7,345 $568K
Procyon Advisors, LLC 0.04% Reduce -1.1% 7,325 $566K
Uncommon Cents Investing LLC 0.17% Reduce -1.4% 7,244 $560K
Mascoma Wealth Management LLC 0.16% Reduce -14.8% 7,206 $557K
StoneX Group Inc. 0.05% Add +0.2% 7,189 $556K
SG Americas Securities, LLC 0.00% Reduce -29.9% 7,159 $553K
Armstrong Advisory Group, Inc. 0.05% No change 6,985 $540K
AlTi Global, Inc. 0.01% Reduce -75.8% 6,970 $539K
Brown Advisory Inc. 0.00% Reduce -30.9% 6,968 $539K
Wealth Alliance, LLC 0.07% Reduce -1.6% 6,951 $537K
Coordinated Financial Services, Inc. 0.47% — 6,924 $535K
Sheaff Brock Investment Advisors, LLC 0.04% No change 6,910 $534K
Keener Financial Planning LLC 0.37% Reduce -7.1% 6,907 $534K
Court Place Advisors, LLC 0.17% Reduce -13.0% 6,890 $533K
WealthShield Partners, LLC 0.09% Add +20.1% 6,850 $530K
Zuckerman Investment Group, LLC 0.06% Add +3.4% 6,809 $526K
CFM Wealth Partners LLC 0.11% No change 6,783 $524K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.02% Reduce -8.4% 6,704 $518K
WealthCollab, LLC 0.38% No change 6,638 $513K
Lansing Street Advisors 0.23% Add +0.6% 6,611 $511K
Summa Corp. 0.27% No change 6,500 $503K
Bank of New Hampshire 0.13% Reduce -14.3% 6,491 $502K
V2 Financial group LLC 0.34% No change 6,486 $501K
Foundations Investment Advisors, LLC 0.01% Reduce -3.0% 6,472 $500K
Vaughan Nelson Investment Management, L.P. 0.00% Add +2.9% 6,465 $500K
Boothbay Fund Management, LLC 0.02% New 6,458 $499K
Cadence Bank 0.04% Reduce -9.3% 6,457 $499K
Carl P. Sherr & Co., LLC 0.28% Reduce -23.6% 6,449 $499K
Barlow Wealth Partners, LLC 0.07% No change 6,505 $499K
Stephens Consulting, LLC 0.15% Reduce -1.2% 6,427 $497K
SeaCrest Wealth Management, LLC 0.06% Reduce -2.1% 6,417 $496K
Vigilare Wealth Management 0.24% No change 6,412 $496K
Saxony Capital Management, LLC 0.60% Add +16.8% 6,393 $494K
Ignite Planners, LLC 0.14% Reduce -25.9% 6,403 $492K
City State Bank 0.22% Add +4.1% 6,345 $491K
Pine Haven Investment Counsel, Inc 0.43% Reduce -44.2% 6,301 $487K
West Financial Advisors, LLC 0.10% Reduce -26.9% 6,296 $487K
Vaughan David Investments LLC 0.01% Reduce -9.1% 6,282 $486K
Fonville Wealth Management LLC 0.22% Reduce -6.6% 6,283 $486K
Madison Asset Management, LLC 0.01% Reduce -5.7% 6,260 $484K
Sage Rhino Capital LLC 0.11% Reduce -42.3% 6,242 $483K
Poplar Forest Capital LLC 0.06% No change 6,177 $478K
Savvy Advisors, Inc. 0.27% Add +1.7% 6,159 $476K
Strid Group, LLC 0.09% Reduce -8.0% 6,135 $474K
DLK Investment Management, LLC 0.20% Reduce -17.6% 6,075 $470K
Legacy Advisory Services, LLC 0.44% Add +0.6% 5,983 $463K
Matthew Goff Investment Advisor, LLC 0.09% Add +1.1% 5,913 $457K
Beacon Financial Group 0.05% Reduce -51.9% 5,908 $457K
Buffington Mohr McNeal 0.08% Reduce -15.9% 5,906 $457K
Pinnacle Wealth Management Advisory Group, LLC 0.05% Reduce -3.7% 5,884 $455K
Tyche Wealth Partners LLC 0.11% Reduce -46.5% 5,859 $453K
Tilia Fiduciary Partners, Inc. 0.37% Reduce -2.0% 5,853 $452K
Redwood Financial Network Corp 0.39% Reduce -8.1% 5,826 $450K
Wilbanks Smith & Thomas Asset Management LLC 0.01% Reduce -0.4% 5,820 $450K
ZWJ Investment Counsel Inc. 0.02% Reduce -1.7% 5,786 $447K
Clark Asset Management, LLC 0.14% Add +0.5% 5,777 $447K
Glen Eagle Advisors, LLC 0.08% Reduce -8.8% 5,753 $445K
Life Planning Partners, Inc 0.44% No change 5,749 $444K
Pine Valley Investments Ltd Liability Co 0.03% Reduce -0.1% 5,704 $441K
Mendota Financial Group, LLC 0.26% Reduce -19.5% 5,699 $441K
Hollencrest Capital Management 0.02% No change 5,697 $440K
Cahill Wealth Management, LLC 0.25% No change 5,658 $437K
Private Trust Co. NA 0.05% No change 5,628 $435K
Tillman Hartley LLC 0.15% No change 5,622 $435K
Cambridge Trust Co. 0.02% No change 5,595 $433K
C M Bidwell & Associates Ltd. 0.29% Add +0.1% 5,543 $429K
WNY Asset Management, LLC 0.07% Reduce -4.8% 5,526 $427K
Rothschild Wealth LLC 0.15% — 5,512 $426K
Sequoia Financial Advisors, LLC 0.01% Add +12.1% 5,508 $426K
AEGON USA Investment Management, LLC 0.44% Reduce -24.2% 5,502 $425K
Bragg Financial Advisors, Inc 0.02% Add +12.6% 5,415 $419K
Bessemer Group Inc. 0.00% Reduce -3.1% 5,405 $418K
Seizert Capital Partners, LLC 0.02% Add +0.6% 5,374 $415K
Correct Capital Wealth Management 0.10% New 5,338 $413K
Silvia McColl Wealth Management, LLC 0.35% Reduce -1.2% 5,378 $411K
Southeast Asset Advisors, LLC 0.05% Add +35.8% 5,311 $411K
KM Capital Management Ltd. 0.23% New 5,311 $411K
SC&H Financial Advisors, Inc. 0.11% No change 5,300 $410K
CENTRAL TRUST Co 0.01% Add +593.0% 5,288 $409K
Security Financial Services, INC. 0.09% Reduce -3.6% 5,283 $408K
Banque Pictet & Cie SA 0.00% Reduce -73.8% 5,280 $408K
Cherry Creek Investment Advisors, Inc. 0.22% Reduce -16.4% 5,139 $397K
Pictet North America Advisors SA 0.04% Reduce -97.0% 5,110 $395K
Element Wealth, LLC 0.23% Reduce -3.2% 5,108 $395K
Laird Norton Wetherby Wealth Management, LLC 0.02% Add +0.1% 5,103 $394K
Orrstown Financial Services Inc. 0.22% Reduce -29.0% 5,092 $394K
Commerce Bank 0.00% Add +10.2% 5,087 $393K
Raab & Moskowitz Asset Management LLC 0.11% No change 5,076 $392K
International Assets Investment Management, LLC 0.04% Add +10.2% 5,095 $392K
Bigelow Investment Advisors, LLC 0.19% Reduce -7.9% 5,063 $391K
Penobscot Investment Management Company, Inc. 0.04% Reduce -5.6% 5,050 $390K
Azimuth Capital Investment Management LLC 0.02% Reduce -20.2% 5,050 $390K
Main Management LLC 0.03% No change 4,954 $383K
RDA Financial Network 0.13% Reduce -2.3% 4,948 $383K
Triton Financial Group Inc 0.27% Reduce -7.0% 4,904 $379K
Cunning Capital Partners, LP 0.21% Add +34.3% 4,700 $378K
Private Client Services, LLC 0.25% No change 4,859 $376K
Altiora Financial Group, LLC 0.10% Add +0.0% 4,853 $375K
Hanover Advisors Inc. 0.16% No change 4,847 $375K
Hoge Financial Services, LLC 0.30% Add +0.6% 4,817 $372K
AdvisorNet Financial, Inc 0.04% Reduce -6.3% 4,790 $370K
Biltmore Family Office, LLC 0.07% Add +2.8% 4,774 $369K
New Insight Wealth Advisors 0.23% Add +51.6% 4,773 $369K
Compound Planning, Inc. 0.03% New 4,729 $366K
ETF Portfolio Partners, Inc. 0.12% Reduce -1.4% 4,711 $364K
Certuity, LLC 0.03% Add +29.1% 4,704 $364K
Bullseye Investment Management, LLC 0.22% Reduce -41.8% 4,689 $363K
Community Bank of Raymore 0.17% Reduce -11.3% 4,687 $362K
Conscious Wealth Investments, LLC 0.28% Add +4.7% 4,742 $362K
Paragon Capital Management Ltd 0.06% Reduce -29.6% 4,611 $357K
Essex Bank 0.10% No change 4,601 $356K
Atlas Brown,Inc. 0.13% Reduce -10.3% 4,573 $354K
Toth Financial Advisory Corp. 0.04% Reduce -2.1% 4,568 $353K
Clarity Capital Partners LLC 0.23% Add +0.4% 4,525 $350K
Leo Wealth, LLC 0.04% Add +0.0% 4,497 $348K
Chicago Capital, LLC 0.01% No change 4,487 $347K
Realta Investment Advisors 0.07% Reduce -0.8% 4,471 $346K
Great Waters Wealth Management 0.06% Add +1.4% 4,470 $346K
Evolution Advisers, Inc. 0.20% No change 4,454 $345K
Claris Advisors, LLC / Mo / 0.17% Add +0.6% 4,440 $343K
Evanson Asset Management, LLC 0.03% New 4,416 $341K
Lanark Financial, Inc. 0.03% Reduce -0.5% 4,387 $339K
Robinson Smith Wealth Advisors LLC 0.33% Add +3.6% 4,378 $338K
SOA Wealth Advisors, LLC. 0.07% Add +0.6% 4,359 $337K
Coastline Trust Co 0.04% Reduce -1.6% 4,348 $336K
Modern Wealth Management, LLC 0.03% Add +19.1% 4,313 $333K
Tenon Financial LLC 0.28% — 4,297 $332K
Acorn Wealth Advisors, LLC 0.17% Reduce -14.9% 4,296 $332K
Buckingham Strategic Wealth, LLC 0.00% New 4,292 $332K
Sound View Wealth Advisors Group, LLC 0.04% Reduce -28.3% 4,276 $331K
First Foundation Advisors 0.01% No change 4,215 $326K
Advus Financial Partners, LLC 0.10% Add +25.5% 4,202 $325K
Sweeney & Michel, LLC 0.14% — 4,202 $323K
CoreCap Advisors, LLC 0.02% Add +54.6% 4,170 $322K
Jones Financial Companies LLLP 0.00% Add +0.6% 4,165 $322K
ARK & TLK Investments, LLC 0.12% Reduce -42.5% 4,138 $320K
Waterloo Capital, L.P. 0.04% Reduce -15.3% 4,135 $320K
SOL Capital Management CO 0.04% Reduce -65.9% 4,080 $315K
GC Wealth Management RIA, LLC 0.06% No change 4,074 $315K
Mason & Associates Inc 0.08% New 4,055 $313K
McIlrath & Eck, LLC 0.05% Reduce -33.1% 4,009 $310K
Avior Wealth Management, LLC 0.01% Add +53.2% 4,002 $309K
Matisse Capital 0.15% No change 4,000 $309K
Plotkin Financial Advisors, LLC 0.20% Reduce -3.5% 3,978 $308K
Pillar Wealth Advisors, LLC 0.23% Reduce -36.5% 3,952 $306K
Allen Mooney & Barnes Investment Advisors LLC 0.06% No change 3,982 $305K
Financial Advocates Investment Management 0.02% Reduce -20.5% 3,933 $304K
C2C Wealth Management, LLC 0.30% Reduce -31.5% 3,921 $303K
LM Advisors LLC 0.05% Add +680.0% 3,900 $302K
Tower Research Capital LLC (TRC) 0.01% Add +47.9% 3,874 $299K
Cannon Financial Strategists, Inc. 0.06% Add +25.6% 3,843 $297K
Intrua Financial, LLC 0.05% Reduce -1.1% 3,838 $297K
Channel Wealth LLC 0.12% New 3,832 $296K
Stephens Group Asset Management, LLC 0.03% Reduce -25.0% 3,827 $296K
Steel Grove Capital Advisors, LLC 0.04% Reduce -17.2% 3,804 $294K
Pekin Hardy Strauss, Inc. 0.04% Reduce -16.3% 3,801 $294K
Accel Wealth Management 0.12% Add +0.1% 3,790 $293K
Tempus Wealth Planning, LLC 0.13% No change 3,777 $292K
St Germain D J Co. Inc. 0.01% Reduce -2.3% 3,777 $292K
Riverview Capital Advisers, LLC 0.10% No change 3,760 $291K
Investors Research Corp 0.07% Add +4.1% 3,758 $291K
Seelaus Asset Management LLC 0.30% New 3,752 $290K
Beaird Harris Wealth Management, LLC 0.03% Add +0.5% 3,718 $287K
Strategy Asset Managers LLC 0.06% Reduce -2.9% 3,694 $286K
Moody National Bank Trust Division 0.02% Reduce -5.0% 3,630 $281K
Acorn Financial Advisory Services Inc. 0.05% Reduce -72.5% 3,615 $279K
Interactive Financial Advisors, Inc. 0.15% Reduce -100.0% 3,613 $279K
EFG Asset Management (Americas) Corp. 0.08% Reduce -85.2% 3,571 $276K
Silver Oak Advisory Group, Inc. 0.15% Add +16.8% 3,547 $275K
Conrad Siegel Investment Advisors, Inc. 0.08% Reduce -10.0% 3,524 $272K
HB Wealth Management, LLC 0.00% Reduce -0.1% 3,520 $272K
Cornerstone Wealth Management, LLC 0.02% Reduce -46.4% 3,499 $271K
Estate Counselors, LLC 0.03% Reduce -96.5% 3,495 $270K
Econ Financial Services Corp 0.16% Reduce -79.9% 3,423 $265K
Fiera Capital Corp 0.00% Reduce -52.2% 3,373 $261K
Bellecapital International Ltd. 0.06% No change 3,371 $261K
Viawealth, LLC 0.16% Add +0.6% 3,362 $260K
Cornerstone Planning Group LLC 0.08% Reduce -11.3% 3,355 $258K
Archford Capital Strategies, LLC 0.04% Add +0.0% 3,327 $257K
LexAurum Advisors, LLC 0.07% Reduce -14.8% 3,325 $257K
&partners 0.04% New 3,317 $256K
Edge Capital Group, LLC 0.01% Add +10.4% 3,310 $256K
Rothschild Capital Partners, LLC 0.07% Add +10.2% 3,302 $255K
Cambridge Capital Management, LLC 0.20% Add +2.6% 3,290 $254K
Jacobsen Capital Management 0.12% Reduce -83.0% 3,235 $250K
International Private Wealth Advisors LLC 0.48% Reduce -5.0% 3,212 $248K
Long Island Wealth Management, Inc. 0.18% Reduce -8.6% 3,208 $248K
United Bank 0.03% New 3,195 $247K
Stokes Family Office, LLC 0.03% Reduce -40.3% 3,187 $246K
Marks Group Wealth Management, Inc 0.03% No change 3,182 $246K
Von Berge Wealth Management Group, LLC 0.16% Reduce -9.5% 3,158 $244K
Darrow Company, Inc. 0.16% Reduce -56.7% 3,156 $244K
Imprint Wealth LLC 0.06% New 3,169 $244K
SVB Wealth LLC 0.01% Reduce -18.8% 3,136 $242K
Covenant Asset Management, LLC 0.06% Add +12.7% 3,116 $241K
HBW Advisory Services LLC 0.04% No change 3,098 $240K
Park Avenue Securities LLC 0.00% Add +10.7% 3,094 $239K
Foster Group, Inc. 0.01% Reduce -2.3% 3,083 $238K
Liberty Capital Management, Inc. 0.06% Add +7.1% 3,061 $237K
Stratos Wealth Advisors, LLC 0.01% Add +1.0% 3,053 $236K
Barnes Pettey Financial Advisors, LLC 0.20% New 3,053 $236K
Cornell Pochily Investment Advisors, Inc. 0.09% Reduce -4.3% 3,044 $235K
Private Portfolio Partners LLC 0.05% Add +4.5% 3,042 $235K
Delta Financial Group, Inc. 0.07% Add +16.5% 3,042 $235K
Dimension Capital Management LLC 0.05% No change 3,012 $233K
Moseley Investment Management Inc. 0.12% Add +0.1% 3,008 $233K
D'Orazio & Associates, Inc. 0.04% Add +1.5% 3,001 $232K
Harrington Investments, INC 0.13% No change 3,000 $232K
Legacy Financial Strategies, LLC 0.06% Add +0.0% 2,986 $231K
Schechter Investment Advisors, LLC 0.02% No change 2,966 $229K
Guyasuta Investment Advisors Inc. 0.02% No change 2,961 $229K
IVC Wealth Advisors LLC 0.13% Add +0.7% 2,932 $227K
Grey Ledge Advisors, LLC 0.06% Add +0.5% 2,919 $226K
Marshall Financial Group, LLC 0.06% Reduce -98.6% 2,913 $225K
First Merchants Corp. 0.02% Add +7.4% 2,909 $225K
Norway Savings Bank 0.09% Reduce -25.6% 2,908 $225K
Sage Capital Management, LLC 0.12% Add +0.3% 2,878 $223K
Objectivity Squared, LLC 0.20% Add +12.2% 2,902 $222K
Herold Advisors, Inc. 0.05% Add +0.1% 2,868 $222K
Logan Capital Management Inc. 0.01% Add +4.2% 2,860 $221K
Excalibur Management Corp. 0.09% New 2,851 $220K
Clear Creek Financial Management, LLC 0.03% Add +1.1% 2,811 $217K
Signaturefd, LLC 0.00% Add +51.4% 2,780 $215K
Whitaker-Myers Wealth Managers, LTD. 0.09% New 2,775 $215K
Key Financial Inc 0.05% No change 2,767 $214K
Conservest Capital Advisors, Inc. 0.02% Reduce -4.3% 2,755 $213K
Fort Point Capital Partners LLC 0.03% Reduce -15.0% 2,753 $213K
Dakota Wealth Management 0.01% Add +5.5% 2,737 $212K
Activest Wealth Management 0.10% Add +0.6% 2,721 $210K
Spinnaker Investment Group, LLC 0.06% No change 2,715 $210K
Strait & Sound Wealth Management LLC 0.12% No change 2,740 $210K
Wealth Management Associates, Inc. 0.10% Reduce -2.7% 2,689 $208K
Nvwm, LLC 0.06% No change 2,676 $207K
Kraft, Davis & Associates, LLC 0.06% No change 2,664 $205K
Trust Co. of Toledo NA 0.03% Reduce -15.7% 2,635 $204K
Roger Wittlin Investment Advisory, LLC 0.14% Add +0.6% 2,620 $203K
Marcum Wealth, LLC 0.02% New 2,610 $202K
LVW Advisors, LLC 0.03% New 2,600 $201K
Journey Advisory Group, LLC 0.02% Reduce -7.1% 2,600 $201K
Schaeffer Financial LLC 0.20% Reduce -27.0% 2,588 $200K
Advisors Asset Management, Inc. 0.00% Reduce -29.4% 2,394 $185K
Colonial Trust Co / SC 0.03% No change 2,387 $185K
United Community Bank 0.07% Add +35.0% 2,367 $183K
Sachetta, LLC 0.09% No change 2,345 $181K
Smartleaf Asset Management LLC 0.04% Reduce -21.6% 2,336 $181K
Guardian Wealth Management, Inc. 0.14% Add +421.6% 2,337 $181K
NorthRock Partners, LLC 0.01% Add +17.6% 2,275 $176K
Hall Laurie J Trustee 0.06% No change 2,260 $175K
Vima LLC 0.20% Reduce -7.7% 2,293 $175K
Front Row Advisors LLC 0.06% Add +23.2% 2,228 $172K
Contravisory Investment Management, Inc. 0.04% No change 2,207 $171K
Heritage Wealth Advisors 0.01% Reduce -71.3% 2,202 $170K
Banque Cantonale Vaudoise 0.01% Add +34.2% 2,080 $161K
Breakwater Investment Management 0.07% — 1,944 $150K
Palouse Capital Management, Inc. 0.10% Reduce -69.4% 1,871 $145K
Psagot Value Holdings Ltd. / (Israel) 1.27% Add +45.0% 1,811 $140K
Pacifica Partners Inc. 0.06% Reduce -38.6% 1,779 $137K
Financial Management Professionals, Inc. 0.02% Add +480.0% 1,740 $135K
Pacific Capital Wealth Advisors, Inc. 0.03% Add +13.5% 1,719 $133K
Westchester Capital Management, Inc. 0.03% No change 1,715 $133K
Blume Capital Management, Inc. 0.03% No change 1,712 $132K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +1.6% 1,679 $130K
Caldwell Trust Co 0.02% No change 1,675 $129K
S.A. Mason LLC 0.07% Reduce -15.4% 1,600 $124K
GAMMA Investing LLC 0.02% Add +30.9% 1,552 $120K
Capital Investment Advisory Services, LLC 0.01% Add +9.2% 1,455 $112K
Voisard Asset Management Group, Inc. 0.06% Reduce -5.0% 1,392 $108K
FinTrust Capital Advisors, LLC 0.02% Reduce -24.4% 1,375 $106K
Caldwell Sutter Capital, Inc. 0.05% Add +5.9% 1,348 $104K
VitalStone Financial, LLC 0.08% No change 1,351 $104K
Atticus Wealth Management, LLC 0.03% Reduce -32.7% 1,319 $102K
Sage Mountain Advisors LLC 0.01% No change 1,279 $99K
Moser Wealth Advisors, LLC 0.05% No change 1,200 $93K
Founders Capital Management 0.06% No change 1,100 $85K
Macroview Investment Management LLC 0.09% Add +16.0% 1,014 $78K
Bangor Savings Bank 0.01% No change 1,013 $78K
Highlander Capital Management, LLC 0.03% No change 1,000 $77K
Canton Hathaway, LLC 0.02% Reduce -31.0% 1,000 $77K
Opal Wealth Advisors, LLC 0.03% New 976 $75K
Morling Financial Advisors, LLC 0.04% New 963 $74K
Trifecta Capital Advisors, LLC 0.02% No change 962 $74K
Toronto Dominion Bank 0.00% Reduce -99.5% 960 $74K
First Manhattan Co. Llc. 0.00% No change 937 $72K
Global Trust Asset Management, LLC 0.03% No change 932 $72K
Concord Wealth Partners 0.01% Add +369.1% 910 $70K
Johnson Financial Group, Inc. 0.00% No change 900 $70K
Capital Advisors, Ltd. LLC 0.01% Reduce -4.4% 884 $68K
Tyler-Stone Wealth Management 0.03% No change 873 $68K
Bogart Wealth, LLC 0.00% No change 865 $67K
Federation des caisses Desjardins du Quebec 0.00% No change 808 $62K
Janiczek Wealth Management, LLC 0.01% Reduce -17.8% 782 $60K
Delta Asset Management LLC 0.01% No change 748 $58K
Running Point Capital Advisors, LLC 0.03% No change 735 $57K
Sanctuary Wealth Management, L.L.C. 0.05% Reduce -4.0% 730 $56K
Bokf, NA 0.00% No change 709 $55K
Baldwin Wealth Partners LLC 0.00% Reduce -28.4% 700 $54K
Indiana Trust & Investment Management Co 0.02% No change 686 $53K
Carolinas Wealth Consulting LLC 0.01% Reduce -66.4% 633 $49K
Motco 0.00% Add +12.7% 623 $48K
Horizon Bancorp Inc. 0.02% No change 598 $46K
Carmichael Hill & Associates, Inc. 0.02% No change 590 $46K
M&R Capital Management Inc. 0.01% Add +0.7% 583 $45K
Abich Financial Wealth Management LLC 0.03% Add +1028.6% 553 $43K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 548 $42K
Financial Gravity Asset Management, Inc. 0.01% Reduce -64.9% 537 $42K
EPG Wealth Management LLC 0.01% Add +0.4% 506 $39K
Cape Investment Advisory, Inc. 0.02% Add +0.2% 497 $38K
Private Capital Management LLC 0.01% Reduce -63.7% 481 $37K
Plante Moran Financial Advisors, LLC 0.00% New 469 $36K
Financial Freedom, LLC 0.02% No change 462 $36K
First Financial Corp. 0.02% Reduce -6.6% 450 $35K
Capital Analysts, LLC 0.00% Add +0.2% 436 $34K
Islay Capital Management, LLC 0.03% No change 430 $33K
Iron Horse Wealth Management, LLC 0.01% Reduce -51.4% 425 $33K
Orion Capital Management LLC 0.02% Add +99.1% 422 $33K
Y.D. More Investments Ltd 0.01% No change 415 $32K
Wolff Wiese Magana LLC 0.03% No change 414 $32K
Elevation Wealth Partners, LLC 0.02% Add +1.5% 403 $31K
Harbor Investment Advisory, LLC 0.00% No change 402 $31K
First PREMIER Bank 0.01% No change 405 $31K
Rothschild Investment LLC 0.00% No change 400 $31K
Sound Income Strategies, LLC 0.00% Reduce -12.0% 396 $31K
Fortitude Family Office, LLC 0.02% Add +0.5% 396 $31K
Horizon Financial Services, LLC 0.02% Reduce -99.6% 381 $29K
Castleview Partners, LLC 0.01% No change 347 $27K
Crewe Advisors LLC 0.00% Add +17.9% 343 $27K
Asset Dedication, LLC 0.00% Add +11.3% 334 $26K
Retirement Group, LLC 0.01% Add +39.0% 321 $25K
Gold Investment Management Ltd. 0.01% No change 316 $24K
Rise Advisors, LLC 0.01% Add +0.3% 313 $24K
LGT Financial Advisors LLC 0.03% No change 311 $24K
Sunbelt Securities, Inc. 0.00% Add +0.3% 307 $24K
Edmond DE Rothschild Holding S.A. 0.00% No change 289 $22K
Twin Lakes Capital Management, LLC 0.01% Add +0.7% 272 $21K
Concourse Financial Group Securities, Inc. 0.00% Reduce -49.3% 264 $20K
MTM Investment Management, LLC 0.01% Add +388.5% 254 $20K
Vermillion & White Wealth Management Group, LLC 0.02% New 245 $19K
Perkins Coie Trust Co 0.00% No change 245 $19K
LRI Investments, LLC 0.00% — 227 $18K
Tidemark, LLC 0.01% Reduce -34.7% 226 $17K
TruNorth Capital Management, LLC 0.01% — 224 $17K
DHJJ Financial Advisors, Ltd. 0.01% No change 221 $17K
Bellevue Asset Management, LLC 0.01% No change 200 $15K
Mark Sheptoff Financial Planning, LLC 0.01% New 195 $15K
LifeSteps Financial, Inc. 0.01% New 191 $15K
Global Financial Private Client, LLC 0.01% No change 182 $14K
CarsonAllaria Wealth Management, Ltd. 0.01% New 169 $13K
Aspire Private Capital, LLC 0.00% Add +18.3% 168 $13K
Register Financial Advisors LLC 0.01% New 153 $12K
Piscataqua Savings Bank 0.01% No change 150 $12K
Centennial Bank 0.01% Add +15.6% 141 $11K
Versant Capital Management, Inc 0.00% No change 132 $10K
Archer Investment Corp 0.00% No change 115 $9K
Missouri Trust & Investment Co 0.00% No change 112 $9K
Colonial Trust Advisors 0.00% Reduce -33.1% 103 $8K
Frazier Financial Advisors, LLC 0.01% New 102 $8K
Beacon Capital Management, LLC 0.00% New 99 $8K
Salomon & Ludwin, LLC 0.00% Add +830.0% 93 $7K
First Personal Financial Services 0.00% Reduce -86.2% 90 $7K
Cedar Mountain Advisors, LLC 0.00% Add +1.3% 76 $6K
Salem Investment Counselors Inc. 0.00% Reduce -42.3% 75 $6K
Morris Financial Concepts, Inc. 0.00% Reduce -4.4% 65 $5K
AlphaMark Advisors, LLC 0.00% Reduce -53.9% 60 $5K
Venturi Wealth Management, LLC 0.00% Reduce -12.5% 63 $5K
Mechanics Financial Corp 0.00% New 60 $5K
Impact Partnership Wealth, LLC 0.00% Reduce -54.9% 55 $4K
Northwest Capital Management Inc 0.00% No change 48 $4K
JFS Wealth Advisors, LLC 0.00% No change 47 $4K
Davis Capital Management 0.00% No change 46 $4K
REAP Financial Group, LLC 0.00% No change 45 $3K
Wetzel Investment Advisors, Inc. 0.00% No change 44 $3K
Operose Advisors LLC 0.00% New 35 $3K
West Oak Capital, LLC 0.00% No change 25 $2K
Balefire, LLC 0.00% New 24 $2K
Princeton Global Asset Management LLC 0.00% No change 21 $2K
Byrne Asset Management LLC 0.00% New 20 $2K
Signature Resources Capital Management, LLC 0.00% No change 18 $1K
PSI Advisors, LLC 0.00% Reduce -65.0% 14 $1K
Institutional & Family Asset Management, LLC 0.00% No change 14 $1K
SJS Investment Consulting Inc. 0.00% No change 12 $928
Creekmur Asset Management LLC 0.00% New 7 $541
Clear Investment Research, LLC 0.00% No change 6 $464
Values First Advisors, Inc. 0.00% No change 2 $162
Hoey Investments, Inc. 0.00% Add +100.0% 2 $150
BNP Paribas 0.00% — 1 $77
O'shaughnessy Asset Management, LLC 0.00% No change 1 $49
Gradient Investments LLC 0.00% Reduce -99.9% 1 $45

"% of holder's portfolio" is VCSH's weight in each manager's 13F, not the share of Vanguard S/T Corp. Bond ETF the manager owns.